Alternatives to MLO Shift
Compare MLO Shift alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to MLO Shift in 2026. Compare features, ratings, user reviews, pricing, and more from MLO Shift competitors and alternatives in order to make an informed decision for your business.
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1
ActiveCampaign
ActiveCampaign
ActiveCampaign is the autonomous marketing platform that transforms how marketers, agencies, and business owners work. Use Active Intelligence to power goal-aware automations and orchestrate personalized experiences across email, SMS, and WhatsApp. Within a single tool, you get real-time reporting and proactive optimizations in addition to market-leading deliverability and integration with 1000+ apps. With a user-friendly interface and a comprehensive suite of features, ActiveCampaign's platform is powerful, accessible, and designed to scale with your business. It's also easy to get started: While traditional tools force teams through long setup cycles and training, ActiveCampaign delivers measurable lifts in engagement and conversions in days. 89% of surveyed customers say the platform meets their business needs better than the competition, and 88% say ActiveCampaign delivers value faster than competitors. Read our ROI report for methodology -
2
Freshsales
Freshworks
Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities. With Freddy AI, salespeople can get insights into the best deals to go after and what actions to take and predict revenue with sales forecasting. Businesses can take the next step forward towards powerful pipeline management with Freshsales. If you need a solution for your marketing teams to organize customer information, personalize and automate email campaigns, and find the right sales opportunities, then Freshsales Suite fits the bill.Starting Price: $9 per user per month -
3
LanderLab
LanderLab
No coding, no server skills needed! With LanderLab, you can create, edit, and publish beautiful and responsive landing pages that convert more in a matter of clicks. Chose from a rich collection of ready to use templates or import your existing landing page as .zip or directly from an URL. Customise images, headlines, call to actions or any other part, with our built in easy to use Visual Editor. Convert every visit into a lead! Create beautiful lead capturing forms or popups that you can embed on your landing page. Integrate your preferred lead management CRM (Mailchimp, Getresponse, etc) and automatically push leads to your campaigns/lists Advanced Visitor Analytics Do not miss important insights about your visitors anymore. With LanderLab’s built in analytics solution your landing pages’s performance is being updated in real time. Track performance (visits, clicks, leads, etc) by Country, City, Device Type, OS, Connection Type, Browser, etc.Starting Price: $49 per month -
4
Mortgage Quest
Market Focus
Mortgage Quest is an automated email marketing and CRM system designed for the mortgage industry. The variety of industry-specific content and marketing strategies increase sales from prospects, current and past customers, and referral partners, such as Realtors. It comes with a weekly mortgage and real estate newsletter, premade mortgage video emails, holiday, birthday and loan anniversary ecards and much more in our content library. Social media marketing services are also available. Auto post our content to Facebook, Linkedin, and TwitterStarting Price: $45 per month -
5
MyCRMDashboard Mortgage CRM
Continuity Programs
Meet the simplest residential mortgage CRM software. Gain the key to growing your mortgage business. Drive more services per household with MyCRMDashboard. It’s fully integrated with the most powerful mortgage marketing campaigns and allows you to follow up with contacts effortlessly. The easy-to-use mortgage CRM helps you save time and money with automated campaigns. It also generates mortgage leads, referrals, and testimonials for loan officers. You will realize three times more repeat business and 5+% more referrals. Most importantly, you’ll retain customers for life, while measuring and monitoring customer satisfaction. This is where it all comes together. This intuitive, cloud-based mortgage CRM allows each Loan Officer to keep track of his or her database and automatically generated leads. Activities are easily recorded and follow-up activities can be scheduled instantly, so you’ll never miss another potential lead.Starting Price: $29.99 per month -
6
Cimmaron Mortgage Manager
Cimmaron Software, Inc.
CRM Software Built for Mortgage Professionals. Leverage an extensive set of original marketing content. Ready to use pre-built drip campaigns. Reach out to your clients and referral partners with two monthly newsletters. Use two-way texting to communicate with your contacts. From birthdays and milestones to all the major holidays, Cimmaron has you covered with ready-to-go eCards. Create and deliver videos in your e-mail marketing. Co-branded marketing made easy. Track and measure performance using open rates, click-throughs, conversions, etc. Centralized marketing - one user can easily handle marketing for the entire branch or organization. Integration with all major lead providers and predictive dialers. Create custom business rules to distribute leads. Automated lead distribution with notifications to your mobile app or desktop. Create shark tanks and automatically redistribute leads based on user response times. -
7
Unify CRM
Unify
All the tools for business growth using the Unify full-suite mortgage platform. Unify gives top mortgage professionals the software needed to grow their business. Manage key relationships, automate marketing campaigns, and track leads — all in one place built specifically for mortgage professionals. Mortgage Inquiry Alerts is an automated system that monitors your contacts and alerts you when they apply for a mortgage with your competitor, allowing you the opportunity to connect and retain their business. With the Unify mobile app, you can add and view contacts, manage leads, set and receive reminders, view loan details, start marketing campaigns, create flyers, record and send videos, and much more. Everything you need to manage customer relationships can now fit in your pocket. Growing your mortgage CRM business takes time. But as a top mortgage professional, you may not have time. That’s why we made Unify, for busy mortgage leaders like you to generate new leads and retain clients -
8
Teknovate CRM
Teknovative Solution
Teknovate CRM is the best B2B & B2C Sales and Marketing Software for Indian & International Markets that helps by Synchronizing Customer Communication among Business departments. It acts as a Personal Lead Manager for you. It will Capture your Leads from all Sources, Send Introductory Mail/SMS to the Lead & reminding you of all your activities. You can manage multiple departments within one Organization like Sales, Marketing, Projects & tasks, Service Tickets, and Potentially other teams too. Never forget any follow-up by our personalized task reminder dashboard. Automatically Assign leads to the appropriate salesperson based on area or product/service and manage it effectively. Reduce time in follow-up by our marketing automation & auto-follow up the system. Reduce tasks & Increase the performance of your employees. Increase leads conversion ratio by automated, Targeted & constant follow up. Get Live and most advanced reports by Our BI Reporting dashboard.Starting Price: $10 -
9
Aidium
Aidium
Aidium is the ultimate all-in-one CRM solution for mortgage professionals — helping you streamline your processes to close more deals, scale your operations and increase ROI. Supercharge your loan origination process with Aidium's lead conversion software, designed to streamline your lead flow, nurture prospects, and turn more leads into successful mortgage deals. Aidium's Mortgage CRM automation streamlines your processes, improves client relationships, and improves lead conversion rates through intelligent workflows and data-driven strategy. Aidium's marketing software includes a comprehensive suite of tools that maximize lead generation and improve client engagement - boosting conversion rates and growing your loan portfolio. Everyone on your team can see your pipeline and follow up where needed. Have multiple team members reaching out to prospects? Now see all of their activity in one easy-to-use place.Starting Price: $79 per user per month -
10
Dquip
Dquip
A powerful CRM to help you know all your showroom visits, bookings, vehicle sales, loans & payment schedules. Set sales targets for your company revenue-wise for a month, quarter, half-year, etc. Set, track and monitor sales targets for your business and banking sales team members respectively. Monitor & manage the sales performance of your business and sales teams. View the status of each follow-up and prioritize leads to get more account openings faster. See the condition of each lead follow-up & prioritize accordingly to sell more, faster. -
11
Mortgage iQ
CRMnow
Intuitive. Smart. Complete. Mortgage iQ takes your business to the next level. Delivering Mortgage CRM, Lead Management and Marketing for Retail, Wholesale/Correspondent and/or Consumer Direct Lenders. We've got you covered. Our CRM Platform includes serious firepower to serve the needs of all of your organization's departments. Mortgage iQ CRM improves your efficiency. Leverage the power of Mortgage iQ's list management capabilities to drive focus and attention on the relationships that matter. Let Mortgage iQ do the driving. Our team will assist you in configuring strategic touch point campaigns or "tracks" for borrowers, transactions, Realtors and other Partners in your database. Create Beautiful Templates for high impact. Our powerful yet easy-to-use Template Editor provides the tools to create great-looking emails that you can use for drip campaigns, mass emails or single use. Top Originators Demand it. So should you. -
12
FlowUp
FlowUp
Its easy-to-use interface was built to save teams time while converting more leads. Continue the conversation with follow-up automation. From customized workflows to always-on auto responders, your team will never miss a message. FlowUp makes the follow-up flow naturally and across multiple platforms. Follow up with prospects across Voice, Ringless Voicemail and SMS channels for better response rates and increased sales. Take your drip campaign further than the email inbox. With FlowUp, you can build an engaging, trigger-based customer experience for every situation across multiple marketing channels. Incorporate Text, Voice and Ringless Voicemail touchpoints into your onboarding, follow-up, and support processes. Stay connected with your leads every step of the way. FlowUp is equipped for inbound communication and lets you communicate with leads around the clock, even while you’re clocked out.Starting Price: $0.02 per minute -
13
Surefire CRM
Top of Mind Networks
Surefire by Top of Mind Networks is recognized as the mortgage industry's most relied upon marketing automation and creative content solution. From individuals to enterprise lenders, Surefire CRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, set-it-and-forget-it workflows and award-winning content, mortgage professionals are able to effortlessly maintain and deepen their emotional connections with clients. Services Available: - Email and SMS Marketing Automation - Lead Distribution and Management - Customizable Video Marketing - Curated Library of Award-Winning Marketing Content - Integrations with LOS, POS, PPE Software Systems -
14
Market Quest For Insurance
Market Focus
Market Quest a sophisticated yet accessible to use database marketing and customer management software, It helps to increase your sales, gives you the edge versus your competitors while being organized, Market Quest can send E-cards, newsletters, videos and more customization is available. Market Quest can integrate into your website to grab all entry forms and assign it to a sales professional. And not lose that lead and build customer loyalty thus help generate future referrals. Our marketing automation is designed for busy sales professionals and marketing departments who want to increase their marketing with the least amount of effort. All that is needed is to simply add people to the database and they automatically receive newsletters, birthday ecards, holiday and seasonal ecards, and other drip marketing campaigns. This advanced automation can be done for individual sales professionals or groups of sales professionals. -
15
Jumplead
Jumplead
Convert visitors into leads and nurture them into customers. Landing pages and forms. Email marketing. Marketing automation. Lead Management. Live chat & Messaging. Generate and nurture more leads, all the tools you need to grow your business. Boost your website's lead generation by combining lead forms, overlays and landing pages with follow up automations. Every day, potential customers pass through your website as they research their next purchase. But it's not until a dialogue is opened that either you (or a competitor) has the opportunity to shape the conversation that informs their buying decision. Lead forms integrated with your existing website content and used in overlays help convert visitors across your website. Landing pages used in combination with PPC and social campaigns. Follow up automatically with email nurture sequences designed to bring your leads back again and again.Starting Price: $49 per month -
16
Platformax
Platformax
Use your existing contacts database, in either Excel spreadsheet or CSV format, and let the system store your contacts securely for all your future work. Apply filters to your contacts and segment them by country, company, position or any custom field. Save segments for future campaigns, too. Select your target segment, create your first automated email sequence with behavioral and time-based triggers, and include snippets to make it sound natural. With your campaigns in full swing, track their performance with Reports and start turning leads into opportunities and opportunities into closed deals. Platformax is an inside sales CRM built on more than 40 years of our co-founders’ experience in sales. We created it as a modular sales platform designed to optimize all steps of your sales process, from prospecting, lead nurturing and opportunities tracking, to sales fulfillment, order delivery and after-sales support.Starting Price: $9.99 per month -
17
Twenty7tec
Twenty7tec
Twenty7Tec is a fintech platform designed to streamline and digitize mortgage, wealth, and protection advice processes for advisers and lenders. Its core offering, CloudTwenty7, bundles a modular suite of tools that includes mortgage and loan sourcing, application submission, CRM, B2C lead-engagement features, and data analytics/insight capabilities. It lets advisers search and compare mortgage, secured loan, bridging loan, and equity-release products using lender criteria and affordability checks, while the apply module enables submission of Decisions in Principle or full mortgage applications directly from the same platform, eliminating duplicate data entry and manual reconciling of multiple systems. It supports client and case management, communications, and compliance tracking. For lenders and product providers, Twenty7Tec offers analytics and product-distribution tools, plus advertising modules to market mortgage products. -
18
LeadLocate
LeadLocate
LeadLocate is an all‑in‑one automotive lead generation and CRM platform that empowers car dealerships and sales professionals to capture, qualify, and convert exclusive buyer and seller leads in real time. The system delivers inbound and seller leads within defined geographic zones as soon as they’re generated and applies a proprietary three‑point quality test, locality, valid contact details, and active purchase intent, to ensure high conversion potential. Advanced automation tools streamline prospecting and follow‑up across SMS, email, ringless voicemail, and voice calls, while built‑in CRM features include customizable lead capture forms, marketing templates, referral programs, mobile push notifications, desk tools, and an AI‑powered follow‑up assistant. Leads can be routed into existing CRM systems via standard XML ADF integration, and account personalization tailors lead streams to local market needs.Starting Price: Free -
19
Bonzo
Bonzo
We are not a CRM, we are Conversation Software. Bonzo helps business owners create conversations at scale and empower their voice through simplicity, automation, and authentic outreach. Easily build automated workflow campaigns through 5-channel follow-up, including sms, email, video, calls, and voicemails. Speak directly to your audience with custom data fields, personalizing your outreach around who they are and what they’re looking for. Respond and converse with your prospects with our mobile app, Bonzo Go. Use our proven, pre-built campaign templates to drive inbound conversations. Get up and running in minutes. Send bulk texts, emails, and voicemails to your database with just two-clicks. Easily manage your people and conversations with simplicity. Remind yourself to get back with a prospect, send documents, or follow-up. Distribute leads to team members in a round robin rotation and track the progress of each lead. -
20
Revo Mortgage Collaboration
Revodoc
Lack of comprehensive technology platform that will help your mortgage team to consistently and systematically convert more leads to sales. Losing sales opportunities from leads and pre-approvals due to missed customer follow up. No technology to handle the deal flow from lead to pre-approval to approval live deal, continuing through mortgage process and workflow, conditions and documents management, to mortgage funding and sales reporting, and after sales service all on one single platform. No available enterprise featured technology that scales and grows with your business at low cost. Revo will help you increase revenue by converting more leads to sales with advanced leads & pre-approvals management. Revo will enhance the potential customer experience with your customized contacts, relevant and timely communications that supports their buying decision with you.Starting Price: $24.95 per user per month -
21
MyLeadDashboard
Continuity Programs
Meet the real estate industry’s simplest CRM software. Gain the key to growing your real estate business with MyLeadDashboard. Fully integrated with the most powerful multi-year client follow-up campaigns, MyLeadDashboard allows you to keep in touch with clients and contacts effortlessly. The easy-to-use marketing CRM was designed to save you time and money with automated campaigns that generate leads, referrals, and testimonials. You will realize three times more repeat business and 5+% more referrals. The system is designed to help you retain customers for life, all while measuring and monitoring customer satisfaction. This is where it all comes together. This intuitive, cloud-based CRM allows each real estate agent to keep track of his or her database and automatically generated leads. Activities are easily recorded and follow-up activities can be scheduled instantly, so you’ll never miss another potential lead. -
22
AdLantern
AdLantern
View your set budget for the current month to plan out your daily distribution and goals. Set your monthly target spend, and let us automatically adjust your daily campaign spend. Evenly distribute your montly advertising budget with options to customize specifics. Compare actual vs. expected spend to determine ahead, behind, or on-pace status. Whether you need to customize the days you post on, or you need a solution for different types of ad campaigns, you're covered. You’ll use our Sync page to import your client accounts and ad campaigns into AdLantern. When you sign into AdLantern for the first time, you’ll find youself on the Sync page. We have easy-to-follow instructions there that will walk you through the steps you need to take to set AdLantern up with your existing Google Ads account. Once you follow the steps, you’ll see your client accounts populate on the Sync page, as well as in the left navigation bar.Starting Price: $99 per month -
23
Altitude CRM
Altitude CRM
Altitude CRM is an AI-native platform built for financial advisors to manage clients, marketing, and growth in one place. It combines CRM, marketing automation, and practice management into a single intelligent system. Advisors can track every client interaction, automate follow-ups, and manage pipelines with Pathfinder AI. The platform includes contact management, opportunity tracking, workflows, calendar and email integration, reporting, and compliance tools. Altitude helps firms standardize service, improve efficiency, and uncover growth opportunities hidden in their data. With secure document storage, built-in analytics, and smart automation, Altitude transforms how advisors organize their work, serve clients, and scale their business.Starting Price: $79/user/month -
24
BrokerIQ
TradeCore
The CRM tool specifically designed for finance, allowing you to acquire, convert, retain and monetize. Keep track of leads, and easily onboard clients. Thorough client overview allows for actionable communication. Make your KYC checks quick & easy. Leading eKYC providers are natively integrated. BrokerIQ’s KYC-based client statuses allow for effortless management and clear overview. Access fully logged KYC and document checks through exportable, dedicated reports. BrokerIQ supports integrations with all major PSPs. You get to pick who will be processing your payments. All transactions, internal and external, are recorded in BrokerIQ, giving you a complete picture of your business. Automate bonuses based on flexible client segment configurations, and bonus amounts, fixed, or percentage based with limits. BrokerIQ is integrated with industry-leading trading platforms. Keep the platforms you have, and easily expand to new ones. -
25
RouteThis
RouteThis
Our platform empowers agents and customers with automatic home network diagnostics and easy-to-follow troubleshooting steps — so they can find the root cause of WiFi connectivity issues and reach a resolution on the first try. The RouteThis Discovery App leverages the customer’s mobile device to collect deep insights into the home network’s configuration and environment, and automatically identify the root cause of potential WiFi problems. The RouteThis Dashboard is a single tool that provides agents with real-time insight into the customer’s home network, gives them easy-to-follow instructions on how to remedy the issues identified, and empowers them with the tools to resolve them remotely. Part of the RouteThis Discovery App, RouteThis Self-Help empowers customers with step-by-step instructions on how to resolve the specific problems identified on their home networks. -
26
Hapana
Hapana
Customize membership plans and unlock efficient business management through powerful features that save time. Drive lead conversion and customer retention across multiple channels with smarter fitness marketing software. Consolidate and automate your marketing pipelines across phone enquiries, emails, organic search and social media. Stop jumping between screens and view and analyze leads in one spot. Set up smarter pipelines that trigger communication at the right time. Use the flexibility of multiple custom campaigns to automate prospect follow-up, member milestones, and club challenges. Use the conversation panel to track contacts across channels, simplify task management, and automate responses to unread messages. Guide prospects from seamless engagement to conversion with customized landing page and funnels design toolkit. -
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Woorise
Woorise
Woorise is the easiest way to create viral giveaways & contests, landing pages and engaging forms such as surveys and quizzes. Woorise helps small businesses connect with an audience, collect leads, and close sales. It's an ideal tool for businesses and e-commerce brands that want to increase sales and interest in their products. Woorise integrates with popular marketing platforms such as Mailchimp, Aweber, ActiveCampaign, Hubspot, Google Analytics, Bitly, Zapier, PayPal, Stripe and many more.Starting Price: $29/month -
28
OxyCRM
OxyCloud
OxyCRM is a UK-focused AI-powered customer relationship management system designed for businesses needing smarter lead handling, customer engagement, and sales forecasting. It enables lead capture across multiple channels, including web enquiries, landing pages, live chat, social media, referrals, events, and email, and integrates these in one central system. Using generative AI, it offers features such as intelligent lead scoring based on engagement, demographics, and intent; automated follow-ups, reminders, and email drip campaigns for nurturing leads; and dynamic sales forecasts. Sales teams can customize workflows, assign leads by region, product line, or team, share notes and documents in real time, and manage tasks like calls, emails, or meetings through a timeline on each lead. Interactive dashboards allow users to track pipeline value, conversion rates, team performance, and ROI by lead source. -
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MeridianLink Engage
MeridianLink
MeridianLink® Engage is our marketing automation solution with a direct integration to MeridianLink loan origination and deposit account opening software. It empowers institutions to launch highly targeted, compliant, and personalized campaigns across email, SMS, digital banking, and direct mail. By leveraging real-time customer data and advanced segmentation, MeridianLink Engage can drive deeper relationships, higher conversions, and stronger retention—all through a simple, efficient campaign builder made for the speed and complexity of modern financial marketing. Our integrated digital platform supports the entire consumer financial journey—including deposit account opening, consumer loan origination, mortgage and indirect lending, data analytics, marketing, and collections—while connecting with hundreds of trusted vendor partner solutions. Visit our website to learn more. -
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Salestango
Salestango
Whether you are in office, home, or somewhere else, you will never lose a potential customer. Salestango will work as a virtual assistant for you. We know how important is to follow up the client on time to convert it into deal. With Salestango get ontime Reminders on mobile to convert your lead into sales. Salestango tools helps your sales team to convert more leads into sales. It may boost your sales by 20-30%. Manage Leads: Submit leads and check all Leads at one place. Lead Forwarding: Assign leads within teams to handle it by the accurate team. Reminders: Set follow-up reminders and get mobile alerts on time. Sales Summary: Track monthly sales in total or of every individual. Manage Deals: Submit all the mature leads and check your sales summary. Export Data: Export your leads from CRM in just one click.Starting Price: $2.61 per user per month -
31
Perfect Prospect
Perfect Prospect
The B2B prospecting designed to supercharge your lead generation pipeline on autopilot. LinkedIn Prospecting outreach & follow-ups secure, humanized, automated. Warm and personal automatic messaging using our personalization variables. Visit, send connection requests and send follow-up messages to prospects - all in natural sequence. If you receive a reply at any point in the sequence, the campaign is automatically stopped along with any further follow-up steps. New connections are also detected automatically so you can nurture your leads ASAP. 100% undetectable, premium cloud proxy infrastructure and human behavior algorithms ensure that your LinkedIn account will always be safe. Security is our top priority. Monitor who what when where. Examine A/B testing and gain important insights, then export rich leads data and email addresses to your favorite CRM. Automatically visit profiles, send connections requests, and send messages like a real human.Starting Price: $9 per month -
32
ISOhub
Impact Techlab
ISOhub is a purpose-built CRM platform for independent sales organizations (ISOs) and sales agents in the payment processing industry. It streamlines merchant management, sales team oversight, lead tracking, onboarding, and residual commission calculations within a single solution. The platform’s executive dashboard delivers real-time insights into processor volume, revenue, attrition, and agent performance, helping ISOs optimize operations and scale efficiently. With automated residual mapping, support ticketing, and historical revenue tracking, ISOhub reduces manual work while ensuring accuracy and transparency. Its intuitive design allows agents to manage referrals, pre-app processes, and pricing tools effortlessly. More than software, ISOhub acts as a strategic partner for ISOs looking to simplify workflows and achieve long-term growth. -
33
eMaximation
eMaximation
eMaximation's easy-to-use sales and marketing software helps you capture, qualify, and convert more leads into sales. eMaximation's lead management and marketing automation software allows companies to grow their business by easily capturing, contacting, qualifying, and converting more leads into sales. We make it easier to manage your sales team and marketing campaigns while also increasing efficiency and production, with proven methods working with small emerging businesses to global Fortune 500. Take a look at our features below and contact us here to set up a demo. Automatically capture and distribute incoming leads to ensure quick follow-up and get the right leads to the right team members. Intelligently identify prospect lead scores based on custom business rules for lead qualification and follow up, and automatically prioritize and queue up activity lists for sales team members. -
34
ProspectConverter
ProspectConverter
ProspectConverter is smart lead routing and automation Internet-based software that lets you control where leads go, giving you a clear view into follow-up and conversion. ProspectConverter is for brokers and teams that are tired of throwing away money on leads. The key to profitability is to turn more of your opportunities into dollars. It costs less to double your lead conversion rates than to double your lead volume. Leads that die unanswered in an Inbox are money left on the table. ProspectConverter offers you three service levels and optional integration with the lead routing modules to fit any Agent, Team and Broker’s needs, from rookie to fanatic CRM guru. You can never outgrow Prospect Converter. When your referral clients trust you with their employee or referral’s move you are responsible for more than just another prospect. You have a commitment to a corporate client or a referring broker partner.Starting Price: $169.00/month -
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SalesScripter
SalesScripter
SalesScripter is an AI‑powered sales script generator and integrated sales engagement platform that interviews you to extract key information about your product and prospects, then automatically generates a full library of tailored call scripts, follow‑ups, meeting scripts, objection responses, voicemail messages, email templates, and interactive tools to guide your conversations. It offers a step‑by‑step Sales Message Builder, ChatGPT integration for fresh wording ideas, and an interactive script experience with section buttons, objection‑response pickers, and embedded voicemail scripts for fast navigation. Additional tools include email automation, recruiting/applicant screener, sales role‑play simulator, and email finder. Pre‑loaded scripts cover industries like digital marketing, SEO, SaaS, real estate, insurance, IT, logistics, and more.Starting Price: $29 per month -
36
SalesPage
SalesPage Technologies
Experience, technical strength, industry knowledge, and collaboration with a strong client community—these set SalesPage apart as the best partner for asset management distribution. For over 20 years, we’ve helped asset managers use data to drive their distribution strategies. Leveraging SalesPage’s distribution data platform, solutions, and services, our clients more effectively target their prospects and manage their business. We provide asset managers with industry-leading solutions and services, and our SalesPage client community is a true driver of our value proposition. We don’t believe that one size fits all. Our family of products provides solutions for asset managers with varying requirements. The SalesPage family of products shares the same vision, which is to help asset managers distribute more intelligently. What differentiates them is what they specialize in and how they can help you. -
37
Launch10
Launch10
Launch10 is a full-funnel customer acquisition system that gets you from zero to live digital ads campaign in 10 minutes. Most businesses cobble together landing page builders, Google Ads, analytics tools, and spreadsheets — then struggle to connect the dots. Launch10 replaces all of that with one integrated system. Here's how it works: 1. Describe your business (takes 3 minutes) 2. We generate your landing page, Google Ads campaign, keywords, ad copy, and conversion tracking 3. Review, tweak if you want, and go live 4. Your dashboard shows every lead traced back to the ad that brought them What makes us different: - We build the landing page AND ads campaign AND tracking - Every lead is attributed to the specific ad that converted them - Plain-English analytics — no marketing jargon, no confusing reports - You own your ads accounts - We monitor, optimize, and automatically offer suggestions to improve campaigns and performanceStarting Price: $59/month -
38
GlideCampaign
GlideCampaign
Introducing GlideCampaign - the all-in-one white-labeled marketing app your agency needs to succeed! With GlideCampaign, you have everything you need to capture leads, automate messaging, and track analytics all in one place. Easily capture leads using our landing pages, surveys, forms, calendars, and inbound phone system. Then, automatically message leads through voicemail, forced calls, SMS, and emails. Our platform also includes built-in tools to collect payments, schedule appointments, and track analytics. This makes it easy for your agency to manage all aspects of your client's marketing campaigns in one place. With GlideCampaign, you can easily rebrand the platform as your own and offer it to your clients as a value-added service. It's the perfect solution for any agency looking to streamline its marketing efforts and drive better results for their clients.Starting Price: $79 per month -
39
Aiva
Elm Street Technology
Powered by real people, Aiva contacts engages and converts real estate leads for you 24/7 within 1 minute. Aiva uses industry-leading best practices to help real estate agents like you convert more leads into appointments and eventually clients. It takes 10 days of consistent to follow-up to get a hold of online leads, Aiva takes the stress out of following up with leads for you, your agents, and your ISAs for up to 1 year. Aiva gives you back precious time you can use to focus on your showings, listings, and open houses for your clients. Our concierges instantly contact your leads via text message within 1 minute 24/7. We accept leads from over 200 sources. We will attempt to contact unresponsive leads over the course of 1 year using phone calls, text messages, email, and optional voicemails. Responsive leads are instantly matched with our human concierge team and are immediately qualified using customizable scripts via text message and phone calls.Starting Price: $299 per month -
40
Mystrika
Mystrika
Mystrika streamlines your sales process with AI-powered tools for personalized email outreach, unlimited warmup, and sales automation, helping you close more deals with less effort. Mystrika is an excellent tool for businesses looking to improve their conversion rate and sales. Connect your accounts and watch your response rates soar. Track your email campaigns with ease and transform those leads into loyal customers. Join the revolution and see your business grow with Mystrika. Mystrika's automated email sequence feature takes the hassle out of follow-up and increases the efficiency of your sales process. With our platform, you can set up an effective highly personalized follow-up sequence in minutes, freeing up time to focus on other important tasks. The value-add follow-up provides additional information about your product or service and highlights the benefits for the lead. This step further engages the lead and positions your brand as a solution to their needs.Starting Price: $9.99 per month -
41
Fosber ProCare
Fosber
ProCare is Fosber’s computer-based maintenance and diagnostic system. The program utilizes a fixed console and tablet to display information for machine procedures and advanced data monitoring. The maintenance intervals are automatically flagged to be completed based on time span (example: weekly), amount of product made (example: lineal feet) or number of sequence occurrences (example: cuts made). The system monitors upcoming and completed maintenance items and illustrates the relevant step-by-step procedures through easy-to-follow videos and instructional photos. The ProCare system is modular, flexible, expandable, and can be configured to individual plant requirements. -
42
MailTracker
MailTracker
MailTracker is an email tracking extension for Gmail that lets you know in real-time when someone opens your emails. Know exactly when your email is opened and receive a notification in realtime. Follow-up on time! Adapt your follow up emails based on your recipient's behavior to increase reply rate. Increase your Open Rate by up to 20% by understanding which subjects are converting more. Email tracking gives you the power to perfectly know how interested your target is in your offer. Perform A/B tests on different email elements, helping you identify what works best and optimize your campaigns accordingly. By understanding how effective your email campaigns are, you can calculate the return on investment (ROI) and make informed decisions about future strategies. By tracking email interactions, you can identify leads who are more interested and engaged with your offerings, allowing for targeted follow-ups.Starting Price: $20 per month -
43
Simple Sales Tracking CRM
Simple Sales Tracking
Simple Sales Tracking is web-based sales CRM software for the tracking, analysis and forecasting of individual and team sales pipeline and contacts. Simple Sales Tracking was born out of a need that existed within our own sales team. Back in 2005 we tried a number of crm sales tools that were available, but each crm proved either too complex to use, difficult to learn, expensive or a combination of the three. Keep all your important files together and easily accessible by your entire team. The files can also be associated to your Sales and Contacts for quick retrieval. Keep on top of your to-do’s. A fully featured task management system that is also integrated within the Contact and Lead Management features. Forward any important email message to your personalized email address and it will automatically be stored in the system. In addition, if an email address is recognized as matching an email in any of your Sales or Contacts, an association between the two will be created.Starting Price: $15 per user per month -
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Method:CRM
Method Integration
Method:CRM is the #1 rated CRM by QuickBooks Desktop & QuickBooks Online users. Integrations Method:CRM's patented real-time sync with QuickBooks, automatically updates customer information, invoices, payments, and more between Method and QuickBooks. Method:CRM also offers native integrations with Gmail, Outlook, and Mailchimp, or connect hundreds of other apps via Zapier. You can manage all your daily workflows with one simple system and say goodbye to double data entry. Lead management Forget about spending hours on admin work and entering sales leads. Instead, use Method:CRM to let your sales team focus on finding new prospects, nurturing leads, and closing deals. Streamline your sales process by managing your estimates, invoices, and opportunities in one place with Method:CRM. Customization 100% customizable, 100% code-free. Method's drag-and-drop tools allow you to create a custom CRM that mirrors your business processes and evolves with your company's growing needs.Starting Price: $25.00/month/user -
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Brokerkit
Brokerkit
The fast, intuitive recruiting and retention platform designed for leading real estate brokers and teams. Crank through calls, set appointments, and much more on your laptop. Keep track of every follow up never lose track of a recruit again. Update call notes and look up candidates from your mobile device. Transform countless overdue follow-ups into a clear, focused daily call list. Build and manage relationships with your entire agent roster using the same, proven tools used in recruiting. Create intelligent, personal campaigns to build relationships and do the following up for you. -
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Leadmonk
Leadmonk
Convert leads into meetings by qualifying, routing, and scheduling in real-time from anywhere — be it your web form, cold calls, campaigns, and more. Build a qualification track and let prospects self-qualify to capture all the insights you need without hurting conversion. Instantly route leads based on complex conditions and display a calendar on your website for prospects to book meetings. Make it easy for your customers to schedule meetings on demand without the back and forth. Our forms are customizable, can be embedded on your website, and have personalized follow-up questions to help you collect richer first-party data. Automatically qualify and route leads from your web form and schedule meetings with them.Starting Price: $12 per user per month -
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JumpMD
JumpMD
JumpMD is a healthcare referral management platform designed to help medical practices organize, track, and convert patient referrals into scheduled appointments more efficiently. It centralizes all inbound referrals into a single dashboard where staff can view, manage, and monitor the status of each referral from intake through scheduling and follow-up. By replacing manual processes such as spreadsheets, handwritten notes, or fragmented communication channels, the system provides clear visibility into referral pipelines and ensures that no patient opportunities are missed. It includes tools that allow teams to follow up with referred patients multiple times, increasing the likelihood that referrals convert into booked visits. It also sends automatic status updates to referring providers so they remain informed about the progress of the patients they send, strengthening professional relationships and encouraging continued referrals. -
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InvoicifyAI
InvoicifyAI
InvoicifyAI is an invoicing + lightweight CRM platform with built-in AI voice agents that help small businesses follow up on leads, estimates, and overdue invoices. Create estimates, convert them to invoices, accept payments via shareable links, and track expenses with receipt capture and OCR. For accounts receivable, the Invoice Reminder/Collections agent can call customers, log outcomes, and generate next steps (e.g., schedule a follow-up, note a promised payment date, or flag a “do not call” request). InvoicifyAI also includes pipeline tracking (leads/opportunities), activity timelines, reporting (including profit & loss), and a Document Hub that enables search + chat across company and customer documents. Designed for service businesses that want fewer manual follow-ups and clearer visibility into cash flow.Starting Price: $14.99/month -
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Springly
AssoConnect
With powerful membership management software, you can grow your organization at lightning speed. All it takes is one tool to create your membership campaigns, collect online payments, follow-up via email, and add information into your CRM, all done automatically. Grow your current revenue stream and introduce new funding through Springly's easy-to-use membership software. Create events, open an online store, or promote your latest membership or fundraising campaigns to new prospects. Communicate more effectively with your members and increase their engagement. Send newsletters, create a membership intranet, dedicated members-only website pages, membership directory, and more. You have all of the tools you need in Springly's software to boost engagement and retention, for years to come. Membership is made easy with campaign management and online registration.Starting Price: $15 per month -
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Tutorial.ai
Tutorial.ai
Tutorial.ai is your all-in-one platform for creating stunning, studio-quality video tutorials in seconds. Record your screen effortlessly and let AI do the rest—automatically generating step-by-step guides with professional voiceovers, clear narration, and smart visuals. Whether you’re onboarding new users, training your team, or explaining complex workflows, Tutorial.ai transforms your recordings into polished, easy-to-follow tutorials that look and sound like they were made in a studio—without the time, cost, or editing hassle. 🎥 Create Studio-Quality Videos without editing experience • 🖥 Capture Any Workflow with seamless screen recording • 🧠 AI Voiceover & Narration that sounds natural and professional • 📋 Auto-Generate Step-by-Step Instructions to guide users clearly • 🚀 Speed Up Onboarding & Training for employees and customers • 🌍 Support Multiple Languages to scale your reach globallyStarting Price: $18/month
