Alternatives to Dooly
Compare Dooly alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Dooly in 2026. Compare features, ratings, user reviews, pricing, and more from Dooly competitors and alternatives in order to make an informed decision for your business.
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1
Conquer
Conquer
Conquer makes selling smarter by delivering intelligent sales insight, engagement, and automation. Conquer works from a single pane of glass inside Salesforce to connect your sellers with your economic buyers faster, with less effort, and better results. - Reach and close buyers faster by combining enterprise grade voice and omnichannel communications with smart follow-up cadences. - Gain visibility and drive rep efficiency without relying on rep data input through automated logging of all rep activities without application switching in a “single pane of glass” in Salesforce.com. - Close more revenue with less ramp up and training through guided selling with real-time delivery of competitive battlecards and objection responses. - Understand your revenue generation process at a deeper level with Conquer’s intelligent reporting correlating every rep action to closed-won opportunities. Ready to Conquer your day? -
2
Veloxy
Veloxy
VeloxyIO Inc. makes AI-powered sales enablement and predictive forecasting software for Salesforce CRM. Our mission is to help Sales Reps engage in Salesforce and get more out of it than they put in, while giving Sales Management better forecasts and the analytics to see which actions truly drive the pipeline. The right data at the right time! Veloxy Mobile and Inbox automatically log actions like calls, emails sent, opens and replies, and make it painless to add and maintain information on the go, as a natural step in the sales workflow. These tools feed Sales Reps the right data at the right time based on their context, location and upcoming events, so they focus on priorities without having to look for anything. See which actions truly drive pipeline! Veloxy Analytics gives Sales Managers and Ops more accurate forecasts based on historical analysis of biases, plus the analytics tools to examine how different sales activities correlate to pipeline growth.Starting Price: $49 user/month -
3
Demodesk
Demodesk
Demodesk is the #1 customer meeting platform for sales and success teams. We empower customer-facing reps to become top performers – by guiding them in real-time, automating non-selling tasks and engaging customers on a whole new level. Demodesk automatically loads the perfect playbook into every customer meeting – guiding reps with the right slides or web apps to present, talk tracks and battle cards on the spot. Sales teams can automate non-selling tasks from scheduling, meeting preparation, CRM documentation to follow-up. Our breakthrough screen sharing technology makes meetings truly interactive and lets customers interact with the software during the meeting. AI-based insights help sales leaders understand what's happening in the call, understand what works and coach teams in a world where everyone works from anywhere. Demodesk seamlessly connects with your entire tech stack including G Suite, Microsoft Office, Salesforce, Hubspot, Pipedrive, Gong and many more.Starting Price: $49/month/user -
4
Groove
Clari
Groove, a Clari Company, is the leading sales engagement platform for enterprises using Salesforce. Built for the needs of relationship-based sellers, Groove increases rep productivity, drives Salesforce adoption, and provides revenue leaders with key insights to know what’s driving their business. Because Groove is Salesforce native, it has the most advanced activity capture in the industry, ensuring that revenue teams can rely on accurate reporting and forecasting, lowered compliance risk, and streamlined administration. Whether it’s automating CRM data entry or empowering reps to generate pipeline and close more deals, Groove gives reps 20% of their week back to focus on high-value activities. Over 70,000 people use Groove at some of the world’s largest and fastest-growing companies, including Google, BBVA, Atlassian, Uber, and Capital One. Groove has ranked #1 in customer satisfaction on G2 over 18 consecutive quarters. -
5
lemlist
lempire
Personalize cold emails, automate follow-ups, and engage with leads across all channels. lemlist is your sales automation and cold email software in one. From teams of 2 to 200+, lemlist solves every outreach automation challenge. Increase your reply rates by communicating with every prospect on a 1-on-1 level. Write custom intro lines and call-to-actions. Automatically put any screenshot, custom text, or company logos onto images in your emails. Add dynamic landing pages and embed videos. Launch powerful cold email sequences, send follow-ups that don't feel generic, and open more opportunities for your business. Close more deals by engaging with your leads across multiple channels on autopilot. Add cold calls and dial prospects with one click. Include custom tasks and social selling. Sync seamlessly with your team and quickly see at what stage a specific lead is in.Starting Price: $29 per month -
6
Klue
Klue Labs
Klue is the competitive enablement platform built to collect, curate, and deliver competitive and market intelligence across every department of every business. Staying on top of the competition is easy with Klue. Klue tracks relevant news and data and combines it with internal sources. Deeper competitive intelligence gives you the edge against top rivals and growing threats. Never pull your hair out managing document versions again. Update sales battlecards effortlessly, collaborate seamlessly, and deliver consumable competitive strategies in the tools your Sales reps use every day. Arm reps with sales strategies to be more effective in closing deals. Easily searchable sales battlecards give tactics to handle objections, deposition competitors, and leverage strengths. Fuel better decision-making across the organization. Klue makes it easy to collect, curate, and deliver intel to multiple teams. Whether by email, web, mobile, or Salesforce, Klue works where you do. -
7
Weflow
Weflow
Weflow points out revenue leaks in real-time to take action and fix issues before they impact your forecasts. Weflow provides deal signals that make it easy to keep your pipeline on track. Full visibility into risks, next steps and activities help guide reps to closed-won. Configure automations to get real-time alerts and smart views on your rep’s pipeline in your inbox or Slack channels. Weflow’s pipeline management provides deal insights, alerts, and signals to keep your deals on track. Gain complete visibility into risks, next steps, and activities to help guide reps to closed-won. Reps increase win rate by 11-16% using Weflow. Weflow enables managers to inspect pipeline health quickly and makes it easy for reps to forecast with confidence. Weflow customers achieve 92% forecasting accuracy improving Salesforce data quality, and process compliance.Starting Price: $39 per user per month -
8
NotesAlly
NotesAlly
Use NotesAlly to update Salesforce, log sales calls, and create follow-up tasks in one go. Connect NotesAlly with Salesforce and enable your sales team to be more efficient. Focus more on selling and engaging more with prospects. Execute automated actions in Salesforce and operate at high productivity. AVIAN is your sales ally. You can associate reference points & battle cards with certain keywords and store them with AVIAN. Fill your Salesforce with automation. Use Notes and update multiple fields at once. Update opportunities in Salesforce without opening Salesforce. Do 1-click edits in your personalized dashboard. With NotesAlly's consolidated opportunities view, you could update opportunity stage and set closure date. The Sales Enablement App that saves up to 8 hours per week and automates action items on Salesforce. We aim to bring down the time taken to record and update information in sales CRMs to a few seconds.Starting Price: $20 per user per month -
9
Sales Sparrow
True Sparrow
You can seamlessly add notes directly in Salesforce and get AI-driven suggestions to create, and manage tasks and events. Start crafting notes instantly on your mobile. Based on your notes, our AI engine recommends you create tasks and events with a single tap. The home page intelligently prioritizes accounts requiring attention, while the streamlined account search ensures quick access. Every account page contains essential information to help you prepare for your upcoming calls. Sales Sparrow enables anyone to connect their Salesforce account and access their lead details, gather insights, and effortlessly add notes directly in Salesforce. It also provides AI-driven suggestions based on their notes for next steps, enabling them to create and manage tasks and events.Starting Price: Free -
10
Colby
Colby
Colby is an AI-driven sales assistant embedded as a Chrome extension that automates Salesforce data management through natural language and voice commands. It researches prospects online, enriches lead records, enters and updates contacts, logs meeting notes, adds reminders, and performs bulk data corrections within Salesforce in under a minute, up to 120× faster than traditional report-and-Excel workflows. Designed for seamless integration, Colby requires no installation beyond a browser add-on and no training, automatically understanding your Salesforce context and web-sourced data to populate opportunities and client profiles with in-line citations. Its built-in AI models deliver real-time market research, reconcile conflicting information, and update records at scale, while session-based data deletion ensures user privacy. Regular model updates guarantee continuous improvement with no extra setup. -
11
Cirrus Insight
Cirrus Insight
Reduce wasted opportunities by executing the right activity with the right people. From buyer signals to sales cadences, automated tools can help you close deals. Get the missing features for Gmail or Outlook. Cirrus Insight has everything you need in one solution. Salesforce integration: everything you need from Salesforce in your inbox. Add a little automation to your sales routine, and skip the busy work involved in manually logging activities to Salesforce. Constantly entering data, copying and pasting, and toggling between applications is cumbersome. Reclaim time for actions that provide value, not busy work. Updating your CRM can be like a ball and chain shackling your time and adding drag to your sales process. Cirrus Insight gives you the freedom and time you need to master your sales process and engage with more customers. Updating activities in Salesforce is time-consuming. Following up with prospects that are not ready to buy.Starting Price: $14 per month -
12
Salesforce Sales Dialer
Salesforce
Gain back hours of productivity by communicating more efficiently with prospects and customers. It begins by logging details right from within Salesforce. Reach out to customers and prospects immediately just by clicking on their phone number within Salesforce. Find answers, view call history, take notes, and finalize details while your prospects are on the line, all without switching apps or devices. No more sticky notes or napkin scribbles. Streamline the sales process with automatic call logging, voicemail drop, and call lists you can power through to connect to your leads and contacts faster. Build more trust with customers when incoming calls reach a personal, dedicated number and voicemail. Salesforce Sales Dialer offers an outbound calling product with the option to add inbound calling functionality. You can pay for just the total number of minutes your entire org uses (in blocks of 1,000 minutes).Starting Price: $5 per user per month -
13
AskElephant
AskElephant
AskElephant is an AI Revenue Automation Platform that turns customer conversations into automatic CRM updates, handoffs, and follow-ups for go-to-market teams. Built for mid-sized B2B companies, it eliminates manual data entry by capturing key details from sales calls and writing them directly into HubSpot or Salesforce. The platform automatically triggers follow-up tasks, routes alerts, and creates consistent handoff packages between Sales and Customer Success—keeping data accurate and teams aligned without cleanup work. AskElephant integrates with HubSpot, Salesforce, Slack, Zoom, and other GTM tools, and includes hands-on workflow support to design and refine automations as your process evolves.Starting Price: $99 -
14
Sellular
Sellular
Meet Sellular, the platform that superpowers your sales team. Plan & execute end-to-end sales outreach from one place. Best of all, seamlessly capture all sales activity in Salesforce in real-time. Free up your reps to spend more time selling. Less time toggling, automatic data logging, customizable views, and efficient workflows. Reps no longer have to spend additional time updating Salesforce. Capture all data as you go. No more need for offgrid work in spreadsheets or note apps. Execute your entire day in Sellular. Your team will love fewer clicks, less toggling, and better functionality.Starting Price: $39 per user per month -
15
Spotlight.ai
Spotlight.ai
Spotlight.ai is an autonomous deal execution platform that transforms sales pipelines into self‑driving revenue engines by capturing, qualifying, reviewing, and advancing every opportunity without manual intervention. It listens to and extracts structured data from calls (Zoom, Teams, Gong), emails, and CRM entries; fact‑checks deal status and risk factors; and executes bottom‑up MEDDICC qualification to identify champions, economic buyers, and other stakeholders. Its AI agents generate evidence‑backed business cases, decks, and next‑step recommendations, inject clean, metric‑driven updates directly into Salesforce, and run zero‑touch deal reviews with predictive forecasts and leading indicators. By continuously mapping relationships between pipeline activities, deal data, and team inputs, Spotlight.ai maintains full data hygiene, automates opportunity progression (stages, activities, qualification), and highlights material gaps for reps to address. -
16
Donna
Donna
Donna is an AI assistant built specifically to support field sales teams by eliminating wasted time and helping them close more deals. It integrates seamlessly with major CRMs like Salesforce, SAP, and Microsoft Dynamics 365, syncing data automatically—even when teams use customized objects. Donna also connects to email and calendar tools such as Outlook, ensuring sales reps always know where they need to be next. With real-time insights and automated updates, it keeps workflows organized so field reps can stay focused on selling rather than admin tasks. Donna is backed by enterprise-grade security, including ISO 27001 certification and full GDPR, CCPA, and SOC 2 compliance. Trusted by more than 100 organizations and rated 4.9/5 on G2, Donna is engineered to simplify and optimize the day-to-day of field sales operations. -
17
Woobot
Woobot
People at their peak are 2-5x more productive than they are on average. Yet, interruptions and app switching waste 40-60% of the typical worker's time. Let teams riff with relevant, real time data in their collaboration tool of choice and watch productivity soar. Transform the remote work experience and breathe new life into Salesforce by seamlessly threading business critical data within the context of the conversation using Woobot's powerful, flexible integration platform. Shape the future of work by giving your remote teams the Salesforce data they need where they already spend their day. Enable quicker, more effective decision making with realtime Salesforce workstreams and actionable insights. Update Salesforce from the context of the conversation for improved data hygiene and better team alignment. The Woobot platform lets you find, view, update and create records in Salesforce and other enterprise systems directly within your collaboration platforms. -
18
Dialpad Sell
Dialpad
Dialpad Sell is an AI-powered sales outreach platform designed to help sales teams close deals faster and more efficiently. It provides real-time insights, such as call transcriptions, sentiment analysis, and keyword tracking, to assist reps in refining their pitches and overcoming objections. Managers gain powerful tools for monitoring team performance and coaching with AI-driven recommendations. The platform integrates seamlessly with popular CRMs and business apps like Salesforce, Zendesk, and Microsoft Teams. Dialpad Sell delivers increased sales efficiency, better onboarding, and reduced rep attrition. With enterprise-grade security and 24/7 support, it scales to meet the needs of businesses of all sizes.Starting Price: $95 per user per month -
19
SmartCloud Connect
Invisible
Take calendar and inbox integration to the next level with SmartCloud Connect for Salesforce. A highly customizable, all-in-one solution for modern sales teams, SmartCloud Connect brings Salesforce right to your inbox so you can make document management flow more easily. With SmartCloud Connect, sales reps and managers, sales operations, and service professionals can get a 360 degree view of their clients right from their inbox, sync their emails, calendar, and contact to any custom object, know what happens with your email after sending, and so much more. SmartCloud Connect supports Office365, Outlook, Gmail, Mac, iOS. -
20
Ravyn
Ravyn
Ravyn is the world's first, ultra-fast AI sales tool for capturing insights to grow your revenue and deepen your relationships. Ravyn's AI automatically captures and categorizes insights directly from your notes. As you capture insights, Ravyn automatically builds next-gen client profiles that fuel deeper relationships and meaningful engagement. Ravyn is the only sales platform in the world that provides a more complete and human view of your clients so you can turn cold business contacts into happy clients for life. Ravyn is a great AI tool for: • Sales Professionals • Account Management • Marketing Professionals • Business Development • Customer Success • HR & Recruiting • Investment Managers • Nonprofits & FundraisingStarting Price: $19 per month -
21
Hero.app
Hero.app
Cut your Salesforce work in half. Take it for a spin, it’s free and you’ll be up and running in seconds. Interact with your pipeline in a snappy spreadsheet with instant two-way editing, filters, groups, notes, etc. Mouse slowing you down? Get your gamification on and learn our myriad of keyboard shortcuts to find and update what you need in a fraction of the time. Customize and keep tabs on your most important metrics on your Hero home screen. We’ll also let you know how much time you’re saving. We will never see your CRM data. Hero works client-side (on your device only), so it’s just your computer communicating directly with Salesforce. You know the rules, shouldn’t your software? Set up Hero to make automatic updates based on your own custom triggers. Stop updating one record at a time. Filter, check, and bulk update with just a few clicks. Collaborate in real-time with other users, even if they don’t have a Salesforce account. -
22
GPTfy
GPTfy
Transform your work with AI-driven automation to Skyrocket revenue, Improve decision-making, and cut costs. Intuitive design for effortless data processing. User-friendly interface that integrates smoothly with Salesforce. Go live in under 60 mins for a faster, seamless experience. Effortlessly integrate ChatGPT to analyze your Salesforce data. Grow confidently while complying with Salesforce governor limits. GPTfy supports growth and maintains compliance, even with large data volumes. GPTfy anonymizes and securely sends relevant Salesforce data to ChatGPT and other AI services for processing. It brings back the results right inside Salesforce. This lets your sales, customer success, marketing, and other Salesforce users benefit from AI-based automation.Starting Price: $9.99 per month -
23
Rollio
Rollio
Prompt & populate the fields that drive business initiatives. Give 100+ hours back to each rep to spend in client-facing meetings, calls, and activities. Allow admins & developers to focus on infrastructure, not temporary fixes to simplify the experience. Embed your best process into the hands of all your producers. Customer interactions are one of the most valuable assets for a business and need to be treated with utmost care. Rollio is SOC2 Type 2 compliant, built on Heroku (owned by Salesforce.com) and passed the Salesforce Security Review. -
24
Revenue Grid
Revenue Grid
Revenue Grid is an AI Guided Selling platform that nudges sales teams with step-by-step guidance towards actions that bring best results, deals at risk, and steps with the greatest impact. Guided selling is a new concept in B2B selling that focuses on the needs and challenges of sales teams. Our philosophy is to provide step-by-step guidance on each deal reps have in their pipeline and help sales teams be in the best position to win by having complete visibility into the pipeline, deals, and team activity, gaining a better grip on the sales process, automating routines, and giving reps the power to push deals through the funnel and getting guidance on deals and engagement as easy-to-follow, proactive Signals based on AI-analysis, complete communication data, and teams’ own sales processes and playbooks. Know the status of every deal, what happened before and what’s going to happen next. -
25
Next Quarter
Next Quarter
The first Salesforce native platform that provides real-time revenue transparency, allowing you to close more deals, grow existing accounts, and significantly improve forecasting accuracy. With Next Quarter, no growth opportunity is missed, and money is not left on the table. Use AI to uncover new opportunities within your existing customers. Our revenue intelligence engine leverages sales and conversational data to create predictive insights to exceed your quotas and forecast with confidence. Leverage sales and operational data to create a single source of truth for revenue intelligence that drives profitability by providing real-time forecast accuracy. -
26
Noted
Noted
The only way to get to that 62% win rate in green is by getting the information into the system. We solve that by pulling the information automatically from your notes every 30 seconds and prompting them for feedback. The difference between that 20% close rate and the 62% close rate in green is your coaching. We fix that through notifications when opportunities enter the pipe, organizing the information into your framework, and making coaching as easy as filling in the blanks. 90% of sales opportunity information lives outside of CRM. Noted gets it into Salesforce by helping reps make updates directly from meeting transcripts, typed, handwritten, and spoken notes. No more late-stage coaching – you are going to start the review when the opportunity enters the pipeline. Noted connects the managers, rep, and CRM to create a feedback loop for coaching, information capture, and review to improve the win rates of every rep. -
27
Quip
Salesforce
Quip helps sales teams accelerate business in real-time. Reimagine sales processes with embedded documents, live Salesforce data, and built-in collaboration. Quip is the easiest way for Salesforce customers to transform processes like Account Planning, Mutual Close Plans, and Qualification Notes. Standardize, automate, and embed real-time, collaborative documents inside Salesforce records. Quip documents unite your team’s work and communication, so you can get everything done in one place. Embed spreadsheets into documents to give data the context your team needs to make critical decisions. Streamline your workflow with team chat built into every document and spreadsheet; plus team chat rooms and 1:1 messaging.Starting Price: $10/month -
28
Laserfocus.io
Laserfocus.io
Manage your deals, tasks, and customers with an interface saves you 5 hours per week. We remove all the unnecessary Salesforce fluff and so you can stay focused on what's important, your customers. Make data hygiene part of your daily workflow. A chaotic pipeline doesn't help you, nor does it help your manager. But keeping everything up to date in Salesforce is laborious because of Salesforce. Laserfocus lets you update all your deals now in one flow, simple as a spreadsheet. and every change is saved instantly. Too many open tabs are an absolute productivity killer for modern salespeople. With Laserfocus, you can manage all your deals, customers, and tasks faster in one single interface. The result is less distraction and more time to focus on customers. Bulk edit or reschedule tasks to keep your inbox focused for the moment. Set new tasks from anywhere with shortcuts, so you don't forget them. Update and filter your data instantly below 100ms.Starting Price: $30 per user per month -
29
Scratchpad
Scratchpad
Salesforce is a great database, but as a place to do your work it's slow to load, requires too many clicks and countless browser tabs. So you do your work in a spreadsheet, take sales notes and maintain to-do lists in separate apps, and block time on your calendar to copy and paste the info back into Salesforce. Is this really the best system? We say no! Scratchpad is the first workspace built for sales. We designed every feature and interaction with account executives in mind, which means speed. Scratchpad combines sales notes, spreadsheets, tasks, Kanban boards, search, collaboration, and sales process adherence in one simple and intuitive workspace - connected to Salesforce to eliminate all those tabs and double work. With tens or hundreds of tasks each day, every click matters. Scratchpad combines notes, tasks and customer context including emails, calendar events, and activity history into one simple view. No more bouncing between tabs to get the full picture and take action.Starting Price: $19 per user per month -
30
WINN.AI
WINN.AI
Winn.AI tracks your AE’s conversations in real-time, letting them know which talking points they’ve addressed and which they still have left to communicate. Reduce your team’s busy work. Winn.AI understands and captures prospects’ answers automatically, and imports it all to Salesforce or HubSpot in a click. Wish you could whisper the next line in your AE’s ear. Winn.AI detects and interprets prospect questions and discretely feeds your reps the information they need to keep the conversation rolling. Winn.AI tracks your conversations in real time, letting you know which talking points you've addressed and which you still have left to communicate. Winn.AI detects and interprets their questions and discretely feeds you the information you need to keep the conversation rolling.Starting Price: $59 per month -
31
Wudpecker
Wudpecker
Automatic meeting notes and much more. Start the meeting prepared with prebuilt templates. End it with high-quality generated notes by ChatGPT. Generating awesome notes for 200+ pros and teams. Start every meeting prepared. Wudpecker’s template provides clear agenda and talking points during your meetings. That way, you make the most out of your time and run productive meetings. Wudpecker joins your calls, records and transcribes them automatically. Make every conversation searchable and cut through the noise to extract what matters most to you. Powered by chatGPT, Wudpecker produces an outlined summary for every meeting. No more need for digging through the whole transcript to see what you might have missed. Hubspot, Salesforce, Notion, Docs, Slack. Share the summary with wherever your team is! Nothing gets lost in translation. Close more deals with on-point meeting agendas. Keep your customers happy from away from churn.Starting Price: Free -
32
Claap
Claap
Claap automates sales busywork and ensures frameworks like MEDDIC, SPICED, and BANT are consistently applied, handling everything from meeting notes and CRM enrichment to deal reviews and coaching. Admin tasks are killing your Sales team. Claap saves Sales reps up to 30 minutes after each meeting. Automatically record & transcribe in 99 languages. Claap summarizes your calls with your own template. Send email follow-ups that clone your voice in 1 click. Claap keeps your CRM & deals in sync with auto-filling. Stop losing winnable deals. Claap analyzes your pipeline and helps you plan your next steps based on your sales playbook. Easily search your entire workspace to instantly find the insights you need. Receive monthly reports about the top objections & feature requests preventing you from winning more deals. Get all your deal reviews on autopilot and plan your next moves with our deal scorer.Starting Price: €24 per month -
33
Reply
Reply
Reply.io helps sales teams book more meetings and close deals faster with AI-powered, multichannel outreach. It is your all-in-one sales engagement platform that automates outreach, finds leads, and turns them into booked meetings. Reply’s built for sales teams, founders, and agencies who want to grow their pipeline without the manual grind. Just plug in your strategy → Reply handles the rest. Key features: - AI SDR that works for you; - Built-in B2B database; - Multichannel outreach; - Findy Chrome Extension; - AI-powered personalization; - Email Deliverability Suite. What makes Reply different: - Your own AI SDR that doesn’t just automate, It actually learns your product and adapts your outreach. - Whitelabel available. Perfect for agencies that want to offer a branded solution. - Agency Growth Hub. Purpose-built tools for lead gen agencies: dashboard, API, client management, bulk actions.Starting Price: $49/user/month -
34
TalkPilot
TalkPilot
TalkPilot is a browser extension tool designed for sales teams that guides them through sales calls, before, during, and after, to help close more deals. Before meetings, it lets reps set clear objectives, pull up relevant account details, and get prepared. During calls (e.g., via Google Meet or Microsoft Teams), it listens in quietly and surfaces timely prompts, talking points, reminders, cues to address objections, or questions to uncover buyer needs. After the call ends, it generates clean summaries, action items, and next steps, helping ensure follow-ups happen and nothing gets lost. The tool also updates your CRM automatically, reduces manual note-taking, and keeps sales workflows aligned. It integrates into workflows quickly and is meant to run in the background without distracting the user.Starting Price: $48 per month -
35
Recapped.io
Recapped
A living workspace for complex deals. Mutual action plans that keep prospects accountable and ensure nothing falls through the cracks. Keep everything in one spot. Ensure clients complete next steps. Automatic email reminders help keep clients, stakeholders, and team members accountable to next steps. Consolidate your entire deal in one place. No more searching through countless email threads and spreadsheets. A single place for you and your client. Accurately forecast deal outcomes. Gain visibility into the status of your deals without complicated reports, and jump in before it's too late. Clone your best reps with repeatable playbooks. Drive best practices on every deal with reusable templates, ensuring everyone performs their absolute best. Integrate into your existing workflow. Recapped integrates with Salesforce, Dropbox, Google Drive, and a lot more.Starting Price: $49 per user per year -
36
CloseBot
CloseBot.ai
CloseBot is an AI-powered platform that helps businesses automate lead qualification and appointment booking through smart, conversational bots. With a no-code, drag-and-drop interface, users can quickly build AI agents that handle chats, schedule meetings, update CRM fields, and more—across unlimited sub-accounts, even on the free plan. Trusted by over 30,000 businesses, CloseBot integrates with major platforms like HubSpot, Salesforce, and Podio, providing a scalable and cost-effective way to convert leads into paying customers without hiring human agents.Starting Price: $49/month -
37
ClosePlan
ClosePlan
Align Salesforce with your Sales Strategy. ClosePlan combines your Sales Strategy, Sales Process and Sales Methodology natively in Salesforce. ClosePlan helps sales execute on the things that matter – rigorous opportunity qualification, customer relationship alignment and sales process execution. Build org charts natively in Salesforce with easy-to-use drag and drop functionality. Create opportunity qualification scorecards based on any sales qualification methodology. Create repeatable best-practice Sales Playbooks for different business lines. Create relationship maps, org charts, account maps, influence maps natively in Salesforce with easy-to-use drag and drop tools. Visualize customers and prospects so you can build relationships with the the people that matter. 100% Native Salesforce application available in the AppExchange.Leverage your Salesforce contact records. Keep you data in Salesforce.Great for Account Planning, Deal Reviews, QBR’s and 1 : 1 coaching sessions.Starting Price: $10 per user per month -
38
Zero Keyboard
Zero Keyboard
Track sales activity and enter CRM data effortlessly, with the Zero Keyboard platform & mobile apps for Salesforce. Take a picture of a card and our scanner app accurately reads contact details and company information. It maps them to the correct fields in Salesforce Contacts and Leads, even when you’re offline. You can check the business card data before uploading and add any custom or required fields which were not on the business card. You can even add a memo by typing or using our Speech-to-Text voice recognition. The data is securely sent through our native Salesforce integration. No internet connection? No problem! The app queues the data for uploading the next time you are connected to the internet.Starting Price: $10 per month -
39
Mixmax
Mixmax
Get more replies, book more meetings, and ensure nothing falls through the cracks. Powering fast growing companies that care about customer experience. Win more replies, meetings, and deals with smart messaging. Improve the customer experience and increase team engagement. Know exactly which candidates open your email, and what content they viewed. Increase sales performance, align your reps, and automate busywork. Analyze performance trends and improve process form a bird’s eye view. Open more doors and 10x your productivity without leaving your inbox. Improve CRM hygiene and automate busywork with automatic Salesforce syncing. You'll know as soon as someone opens your message with real-time email tracking & alerts. Know exactly which messages get the most engagement. Compare impact by team, individual, and campaign. Receive alerts on desktop, email or Slack based on the actions you choose.Starting Price: $9.00/month/user -
40
Prolifiq
Prolifiq.ai
Bring Relationships Back Into CRM with the #1 Key Account, Opportunity and Content Management Suite for Salesforce-first Companies. See a 100% increase in team collaboration and user adoption. Enable sales to add 5-10 new detailed account plans per week. Get our apps implemented and start the onboarding process within a week. Decrease time spent on account plan presentations by 80%. You’ve made the investment in Salesforce. Now give sellers the means to make the most of it. Upgrade the platform into a total strategic sales solution B2B sales, operations, and support teams can’t wait to use, with the only complete Salesforce modernizer on the market. Visualize key deal progression to manage deals at risk. Identify key goals and build an action plan to achieve quick wins. Find Whitespace Analysis & growth opportunities with key accounts. Prolifiq CRUSH: The tool helping you proactively account plan in Salesforce, your source of truth when closing deals. -
41
Cloze
Cloze
The no-work way to see everything about your contacts in one place. Email, phone calls, meetings, notes, follow-ups and social. Cloze automatically keeps track of your email, phone calls, meetings, documents, Evernote, LinkedIn, Facebook and Twitter. And everything from dozens of other services. And it's all organized for you — by contact, company, meeting, etc. — without any busy work. We’ll even grab email signatures so your contacts are always up-to-date. -
42
Salesvue
Salesvue
With a single user interface for tasks, appointments, opportunities, and more, there’s no guessing what to do, or when. Sales cadences provide structure for consistent engagement, whether it be outbound prospecting, quarterly customer touchpoints, or anything in between. Plus, save your sales reps critical time with repeatable cadences, automated and bulk email options, email templates, and more. Salesforce and Salesvue data work together in one platform to provide insights about follow-up timeliness, consistency of engagement, key drivers of success, and conversion rates across the entire sales cycle. With all Salesforce data and the playbook for their day in one place, sales reps can cut down on administrative task time and get into more conversations that result in closing more deals.Starting Price: $120 per month -
43
Introhive
Introhive
Put your business data to work with Introhive’s revenue acceleration platform. No matter what your data struggles are, trust Introhive to do the job. Introhive transforms your messy data into real insights and opportunities, delivered directly to your revenue teams when and where they need them. Automate CRM data entry and spend more time growing your business. Cleanse customer and prospect data on demand to fuel revenue growth. Reveal new sales opportunities across your existing business relationships. Guide data driven decisions to shorten sales cycles and increase win rates. Enable your management team with the data and insights they need to lead, coach, maximize employee productivity, and drive predictable revenue. Maximize campaign performance with a finely tuned marketing database of 5-10X more contacts that are fully enriched and maintained in real-time. -
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Glyphic
Glyphic
Glyphic is an AI-powered conversational intelligence and revenue orchestration platform that transforms how sales teams handle calls, deals, and insights. It automatically records and analyzes sales conversations, converts unstructured call data into structured summaries and actionable insights, and syncs them directly into your CRM, giving you real-time clarity into deals, next steps, and potential risks. Glyphic supports deal scoring using sales qualification frameworks (e.g., MEDDIC, BANT, SPICED), delivers AI-driven “prep sheets” before calls based on past interactions and playbooks, and helps with follow-up by generating personalized emails or content. Its AI-driven coaching feedback offers personalized guidance, helping reps improve their pitches and performance over time without manual review. By automating data entry, note-taking, and follow-up tasks, Glyphic lets sales reps focus on conversations and relationships rather than admin work. -
45
Milestones PM+
Passage Technology
Cross-industry, native, project and process management solution for Salesforce. Project management isn’t one-size-fits-all. That’s why there’s Milestones PM+ for Salesforce. Free Salesforce project management app on AppExchange, Milestones PM+ is easy to use for simple task management and flexible to customize for complex business programs. No matter how broad or granular, Salesforce project management is great for any business. Save time on repeatable tasks and efforts like onboarding and meetings with preset templates. Instantly update clients about progress on their contracts and orders. Transform ad hoc planning and notes into organized, actionable projects. Clearly detail framework and roadmaps for proposal presentations. Smarter Task assignments with our comprehensive Resource Finder. -
46
Salesforge
Salesforge
Salesforge is an all-in-one sales execution super app that gives every sales team the highest probability to hit their target by tackling email deliverability and the need to personalize cold email outreach at scale. We do that by enabling real-time AI & machine learning to decision critical sales activities, enhance messaging and eliminate the need for various sales point solutions, therefore driving superior conversion rates. Agent Frank is a cutting-edge AI-powered Sales Development Representative (SDR) designed to streamline and automate your sales prospecting process. From lead generation to meeting bookings, Agent Frank takes care of everything, enabling your sales team to focus on closing deals. The platform allows for full customization, ensuring that Frank aligns perfectly with your business needs, with features like Auto-Pilot and Co-Pilot modes, multi-language support, and a shared Slack channel for real-time updates.Starting Price: $44 per month -
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LinkPoint Connect
LinkPoint360
LinkPoint360 solutions simplify email integration and CRM record maintenance with integrated inbox access. Record emails with just one click. View real-time CRM data without ever leaving your email. Empower your users with meeting notes, sync, and edit options with an eye on productivity without sacrificing security. Use LinkPoint360 to view, record, create, and sync between email and Salesforce/Microsoft CRM with simple and seamless email integration for any platform. LinkPoint360 designs the easiest, most secure, and most flexible integration solutions on the market. Seamlessly reinforce user workflows while offering new inroads to your CRM. Work between your inbox and CRM without switching between systems or manual data entry. Increase adoption, gain better insights, and improve reporting to improve projections, outcomes, and ROI. Install with peace of mind in compliance with your system requirements…and the support of our in-house teams.Starting Price: $16 per month -
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Rox
Rox
Rox is an AI-powered revenue-operations platform designed to transform how enterprise sales teams engage with customers. The platform unifies fragmented data, such as CRM entries, call recordings, and transactional systems, into a central system of record, and layers on an “agent swarm” of always-on AI assistants that monitor accounts, surface risks and opportunities in real time, draft personalized outreach, and automate administrative tasks. Built to be warehouse-native, Rox connects directly to your existing data infrastructure, enriches it with external signals (like news, job postings, and financial updates), and delivers actionable insights via voice, chat, or workflow presentation. The system integrates with legacy tools and is focused on account-based revenue motions, helping sellers reclaim hours weekly, increase engagement by more than 30% and double sales-accepted pipeline in early customer cases.Starting Price: $50 per month -
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OnePageCRM
OnePageCRM
OnePageCRM is the 1st action-focused sales CRM. It helps small and medium-sized businesses take control of their sales, focus on what needs to be done next, follow up with every lead, and close more deals, one sales action at a time. Main features: - Next Action sales: action every generated lead - Log calls, notes, and deals. All you need to close a deal is on one scrollable page - Email integration: send personalized emails in bulk, use custom templates, track email opens, and manage all sales communications from one tab - Manage deals with pipelines and send quotes in seconds - Save time with smart sales automation features - Use our Browser Extension and Web Forms to easily capture leads - Custom reports and Live KPIs Dashboard - Native iOS and Android mobile apps - Integrate with your favorite apps like Gmail & Outlook365, Mailchimp, WhatsApp, Wufoo, Xero, Help Scout, Evernote, Zapier, and more! - World-class support: email, phone & chatStarting Price: $9.95 per user/month -
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Personas
Personas
Spend 50% less time prospecting - and get better results. Increase qualified meetings, reduce time prospecting, and increase revenue by targeting your company’s specific personas. Keep your outbound engine running. The highly-targeted lead gen platform that integrates with all of your sales tools. Only source leads that match your ideal customer persona. Based on filters like company size, technology usage, social profiles, department sizes & more. It then pushes them directly into your personalized sales engagement campaigns. Eliminate tasks that steal hours from your sales reps. Ditch the spreadsheets. No more list cleaning and lead deduplication. Personas saves reps 10-22 hours per week compared to old-school manual lead selection. A single integrated platform for lead management. Personas syncs bi-directionally with Salesforce, HubSpot, Outreach & more to ensure your lead data is always up to date everywhere. It never sources leads you already have in your CRM.Starting Price: $500 per month
