Alternatives to Rollio
Compare Rollio alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Rollio in 2026. Compare features, ratings, user reviews, pricing, and more from Rollio competitors and alternatives in order to make an informed decision for your business.
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1
ShareCRM
ShareCRM
ShareCRM is an AI-powered enterprise CRM platform designed to connect data and teams across the entire customer lifecycle. It unifies marketing, sales, and service operations into a single system that helps businesses convert leads into long-term customers. The platform supports multi-channel marketing automation, centralized lead management, and end-to-end sales force automation. ShareCRM also enables service automation to manage customer inquiries, service orders, and on-site operations efficiently. Built with collaboration tools, it connects internal teams, partners, and clients through messaging, tasks, and approval workflows. Its low-code, AI-driven architecture allows organizations to customize processes without heavy development effort. Overall, ShareCRM helps companies boost growth by improving visibility, efficiency, and collaboration across the business. -
2
Podium
Podium
Podium is a comprehensive AI-driven lead management and communication platform utilized by over 100,000 businesses seeking to enhance customer acquisition and retention. At the heart of Podium’s innovation is its AI employee, which ensures businesses respond to incoming leads instantly around the clock, dramatically improving conversion rates and revenue growth. The platform assists businesses in generating more customer reviews, improving their Google rankings, and unifying their lead channels into a single, manageable dashboard. Through the web and mobile applications, businesses can call and text customers, send payment links for quick transactions, and deploy bulk messaging campaigns to boost repeat sales. Podium’s powerful AI-driven automations seamlessly manage customer interactions across multiple communication platforms, providing accurate and timely responses that help drive sales.Starting Price: $399 per month -
3
HubSpot CRM
HubSpot
HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.Starting Price: Free -
4
Kixie PowerCall & SMS
Kixie
Kixie is a revenue engagement platform that helps teams connect faster, sell smarter, and scale efficiently with AI-driven automation and seamless CRM integration. ✔️ Outbound Sales: Increase connection rates by up to 400% with AI-powered Local Presence Dialing, Multi-Line PowerDialer, and Spam Risk Reduction. ✔️ Marketing: Automate calls and texts for instant follow-ups and personalized, scalable outreach. ✔️ Inbound Sales & CS: Streamline workflows with CRM-based call routing, shared SMS inboxes, and automated responses. ✔️ RevOps & Leadership: Optimize team performance with AI-powered call insights, live coaching, and real-time analytics. 🚀 Boost productivity and revenue with Kixie. Visit our website to get started for free today, no credit card required! -
5
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 -
6
ZoomInfo
ZoomInfo
ZoomInfo helps companies achieve their most important objective: profitable growth. Our platform puts sales and marketing professionals in position to identify, connect, and engage with qualified prospects by giving you: - Verified Emails & Direct Dials - Intent Data & Business Scoops - Technographic Information - Company Organization Charts Integrate with the apps that matters to you. Start your free trial today. -
7
Clari
Clari
A Revenue Operations Platform that accelerates revenue results. Automated CRM updates? Check. Time series analysis? Check. But Clari is much more than innovative features. By combining revenue intelligence with forecasting and execution insights, Clari solves your real problem—efficiently and predictably hitting your targets, quarter after quarter, year after year. Purpose-built to drive more predictable revenue, Clari’s Revenue Operations Platform takes previously untapped data—from email, CRM, call logs and beyond—and turns it into execution insights for your entire revenue team. Clari backs up human intuition with AI insights, so your team can forecast with newfound accuracy and foresight—using a consistent, automated process that flexes to manage every business in your company. Harvest valuable activity data from reps, prospects and customers so you always know what’s going on in your deals, your teams, and in your business. -
8
JeffreyAI
JeffreyAI
JeffreyAI is an AI-driven business automation software designed to enhance sales and marketing efforts. It offers solutions for lead generation, email automation, social media posting, WhatsApp marketing, and SMS marketing. Additionally, it provides tools for organizing workflows, engaging clients through dynamic capabilities, and automating various tasks to transform business strategies. By integrating advanced AI features, JeffreyAI aims to streamline operations, improve efficiency, and drive business growth, allowing users to focus on relationship building and deal negotiations. * Marketing Automation * Sales Automation * CRM (Customer Relationship Management) * Email Marketing * Social Media Management * SMS & WhatsApp Marketing Tools * AI Sales Assistant * Workflow Automation * Business Intelligence * Conversational Marketing * Lead GenerationStarting Price: FREE -
9
HubSpot Customer Platform
HubSpot
Put your customers first and grow better with HubSpot’s AI-powered customer platform. Connect your front office teams through a complete view of the customer journey. Use AI-powered tools to deliver a seamless customer experience Easily adapt to emerging industry trends and technologies. Traditional CRMs alone aren't enough to drive growth. Most aren’t designed for customer connection, which is critical in an AI-driven world where customers can explore, evaluate, and buy with efficiency. HubSpot’s customer platform is so much more. It’s powered by Smart CRM that combines customer data with AI to help you adapt, products for engaging customers across the entire journey, and an ecosystem of integrations, education, and community. It’s built for businesses to connect with customers, and grow better.Starting Price: Free -
10
Tact.ai
Tact.ai
The next generation of CRM is human-friendly. Change sales behavior and improve effectiveness with simple nudges for your customer, reps and account teams that are powered by the only Edge AI platform designed to put sellers first. With generational leadership spanning three decades of CRM and enterprise software, a flexible engagement model and future proof technology, Tact.ai is the ideal partner for improving existing CRM today, while gaining control over your CRM footprint for a better tomorrow. Put sellers first with Tact Assistant. Deliver real-time tracking, easy data entry on the fly, actionable nudges and insights and productivity boosters in the only all-in-one user experience that makes reps more productive while also improving CRM adoption and governance. -
11
Dooly
Dooly
Dooly is the fastest way to update Salesforce, take sales notes, and easily manage all your deals so nothing slips through the cracks. Spend more time with your customers and less time organizing and logging your notes. Take notes and Dooly syncs everything to Salesforce for you. Save hours of Salesforce hassle with 1-click edits you can make from one easy dashboard. Always know what to say on your calls. Close more deals with talking points, content, and battlecards that pop live in your notes from what gets said. Add Salesforce fields directly to your notes and update them like text. Put your admin on autopilot. Your notes, fields, activities (and more) all sync to Salesforce in real-time. Sell faster with templates you can add Salesforce fields to and share with your team. Dooly identifies new contacts for you and can add them to Salesforce in 1-click.Pick up where you left off and see your next steps with full notes history for every deal.Starting Price: $25 per user -
12
B2B Rocket
B2B Rocket
Revolutionize Your Sales & book new revenue with AI. Are you tired of spending countless hours on mundane sales tasks, leaving you with little time to focus on building meaningful connections with your prospects? Well, get ready to strap on your sales helmets and prepare for takeoff with B2B Rocket! This cutting-edge sales automation platform will launch your sales process into the stratosphere, propelling you towards explosive growth and soaring revenue. Company Overview: Buckle Up for a Revolutionary Ride B2B Rocket is not your average sales automation software. It's like strapping a powerful rocket booster to your sales team, equipping them with AI-driven agents that can navigate the entire sales lifecycle with finesse. From the initial spark of lead generation to the fiery conversion stage, this platform has got you covered. -
13
managr
managr
Automate tedious workflows, boost rep productivity, and get real-time insights. Salespeople only spend 33% of their time selling, wasting valuable time doing manual tasks. Instantly log meetings via Slack right when a meeting ends, you’ll get a Slack form asking you how it went. Simply fill out the form and we’ll automatically update your CRM! Automate contact entry, don’t bother wasting time updating your meeting attendees as new contacts, managr does it for you. Rotting alerts when deals are stuck, inactive, or past due to close we’ll send you a reminder along with contact details. Meeting prep have an upcoming meeting, we got you covered with everything you need prior to the call. Update leadership managr will update leadership automatically on your behalf, so you can focus on selling. Enabling reps to be more productive, not get in your way. Simply sign up, connect your apps to managr, and start selling! -
14
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. -
15
Conversica
Conversica
Conversational AI solutions from Conversica help enterprise revenue teams attract, acquire and grow customers across the customer lifecycle over Email, SMS, or Website Chat. Today’s prospects and customers expect a response to an inquiry within minutes, not hours. Conversica AI Assistants engage as soon as an inquiry is made and can respond in seconds. Prompt, personalized, and persistent engagement from an AI Assistant helps teams discover more revenue opportunities while increasing workforce capacity, supercharging your revenue teams to perform their best at a fraction of the cost. Strengthen the top of your funnel with up to 100% lead coverage and increased engagement rates. Connect website visitors to information instantly, pre-qualify new leads quickly, and drive higher registration to your webinars and events. Equipped with Conversational Marketing skills, your AI Assistant drives the next best action across chat, email, and SMS. -
16
Pega Sales Automation
Pegasystems
Keep up with changes to your forecast, account engagement levels, and understand the overall health of your business. Predict and act on moments of opportunity across any channel for greater close rates and seamless customer experiences. Eliminate sales complexity with dynamic opportunity management and end-to-end automation. Eliminate blind spots across the sales journey while driving engagement. Pega’s opportunity insights, next best actions, guided selling, and real AI empower sellers to take action when it’s relevant. -
17
Buzz
Buzz
Maximize your reach with our scalable, multi-channel engagement platform driven by real data, customized strategy, and full automation. Reaching the right people at the right time is the key to building a successful network. Our market-leading email sourcing and sequencing helps you directly reach the people that matter the most. Our proprietary lead generation technology means you attract intelligent, professional, and high-value prospects. Our tech is compatible with all your favorite sources. Data enrichment collects accurate contact information, meaning we verify every new prospect to ensure you do not miss any opportunities. Buzz generates reports on actionable improvements to help you drive continuous growth and maximize efficiency. Sequential cadences allow automated, perfectly timed follow-ups for your direct messages and most subtle touchpoints.Starting Price: $129/user/month -
18
Cien
Cien
Cien’s Deal intelligence works by analyzing every deal attribute and the skill and behavioral rank of the rep working on it. After comparing millions of deals including your company’s past win-rate performance, we surface a true AI win rate probability in real-time. Reliably managing dozens of spreadsheets is better left to an advanced AI. Influenced by expert sales and marketing executives. Designed and implemented by data scientists. Trust by Fortune 500 companies. Your rigorous and impossibly precise sales and marketing analysis is finally here. Cien’s AI-first platform uses sophisticated AI and ML to gain a holistic understanding of your sales and marketing processes within 72 hours of CRM access, even if your data is not perfect. We take care of all the hard calculations to free up your time for analysis and action. -
19
Exceed.ai
Exceed.ai
Exceed.ai helps marketers boost their SQL conversion rates through the roof – and here is how: Our AI-assistant works alongside your team and engages with every incoming lead, attends to every inquiry and qualifies your leads at scale, in real-time with a personalized human-like, two-way conversations over Email, Website Chat, and SMS. When qualified leads are ready to talk to a human, the AI assistant automatically loops in sales and books a meeting directly on your rep’s calendar. Exceed integrates with your CRM and automatically updates your marketing automation platform with the latest lead status when leads are qualified, change jobs, leave the company, not the right person, or ask to be contacted at a later time. Companies such as LTSE, SugarCRM, Hearst, Monday.com are exceeding their goals using Exceed.ai. -
20
Collective[i]
Collective[i]
Collective[i]’s mission is to help companies and B2B sales professionals around the world predictably manage and grow revenue. Collective[i] hosts a suite of applications that deliver insights to B2B sales teams and Intelligence.com, a global network for sales professionals. Collective[i] is a pioneer in the future of work movement that combines machine learning/artificial intelligence and massive data sets captured via cloud computing in order to improve productivity and grow revenue. Collective[i] solves the greatest challenge plaguing every company in the world, namely how to maximize revenue and specifically where revenue is coming from, when it will it be realized and will monthly, quarterly and annual goals be met. Collective[i] uses AI and a crowdsourced network of B2B sales professionals to allow users to better understand their buyers true intent to buy. -
21
HubSpot Sales Hub
HubSpot
Get notified the moment a lead opens your email, track every interaction automatically, and organize all your activities in one place with HubSpot's sales software. Start for free, and upgrade as you grow. HubSpot's sales tools save time at every stage of the funnel. Queue up a sequence of personalized follow-up emails and reminders that get delivered automatically at the right time. Turn repetitive emails into templates, measure their performance, and share the best ones with your entire team. Get notified the instant prospects open an email, click a link, or open an attachment for timely, relevant follow-up with the hottest leads. Connect with prospects through live chat on your website, and eliminate back and forth emails and missed calls by sending a link that lets leads pick a meeting time that works for both of you. Eliminate manual entry as every lead’s contact info, email opens, and clicks get logged automatically. Automate time-consuming tasks like lead rotation.Starting Price: $50 per user per month -
22
PipeLime
PipeLime.ai
From Leads to Deals: AI Sales Funnel Automation. Hate cold outreach? Let PipeLime automatically collect real-time leads and drive them through the sales funnel. End-to-end sales funnel automation, from lead generation to conversion. Maximize your sales power and drive revenue growth. Set up a new campaign and get a continuous flow of high-quality leads in your PipeLime inbox. Let PipeLime drive your leads through the sales funnel and provide you with lots of clients ready to buy your product or service. Turn leads into deals easily, taking them directly from the final stage of the sales funnel. -
23
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 -
24
SalesDirector.ai
SalesDirector.ai
SalesDirector.ai is a revenue data platform that helps B2B sales organizations scale by capturing and delivering intelligent sales data and analytics to the entire revenue stack. We capture email and calendar data from sales rep activity and cross-reference it with CRM data to deliver predictive insights about their pipelines, behavior and customer interactions. These insights are delivered directly to their CRM or can be visualized in their favorite BI tool (such as Tableau, Domo, Google Data Studio, Power BI or even Einstein Analytics). Armed with these predictive insights, sales organizations can accelerate and optimize their opportunity pipelines, increase their win-rates and power their entire revenue stack with reliable, intelligent sales data. SalesDirector.ai is used by leading companies like MongoDB, JD Power, Digital Map, Wicresoft and DeltaData.Starting Price: $29.00/month/user -
25
SalesFlow
SalesFlow
The safest, and most remarkably effective, LinkedIn Automation platform to generate quality leads fast. Built for Agencies, Sales Teams & Growing Start-ups. Turn your LinkedIn profile into a lead converting sales machine, our simple to use and advanced features enable you to automate and close deals faster! We’re a future-thinking Sales Engagement platform that has been in the game for 5+ years. Our solution has helped users scale & develop their revenues by providing an affordable way to generate leads. We power over 6,000+ B2B companies and 300+ agency partners in generating over 500K+ in new leads & opportunities! Automatically grow your network & connect with the right people. You can run multiple connection campaigns simultaneously. Set up an unlimited number of follow-up message sequences to triple your conversion rate using our reply-detection feature.Starting Price: $70 per user, per month -
26
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. -
27
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. -
28
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 -
29
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 -
30
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. -
31
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 -
32
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 -
33
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 -
34
Overloop
Overloop
We've built all the features you need to run multi-channel outbound campaigns, start more conversations, and close more deals. Our powerful algorithm will find missing email addresses and automatically enrich your contacts. Organize your contacts in lists, but also using our dynamic smart segments. Your business is unique, this is why we allow you to personalize Overloop with custom fields. Connect your LinkedIn account, and automate profile visits, connection requests, and even direct messages. Track opens, clicks, visits, bounces, replies, and even out-of-office or automatic replies. Send your emails as replies to your previous emails. Generate more revenue and spend less time on repetitive tasks by setting up powerful workflows using a simple, visual interface. Tasks are powerful to get things done. Create different kinds of tasks depending on your needs: action, call, email, etc.Starting Price: $99 per user per month -
35
Vendasta
Vendasta
Vendasta is a rebrandable, end-to-end platform for companies who sell digital solutions to SMBs. Publishers, agencies, broadcasters, financial institutions, telcos, ISVs, MSPs, and other SMB-serving businesses are able to streamline their go-to market process, sell more products to more clients, and unlock recurring monthly revenue. The platform supports dozens of digital marketing and business productivity tools with marketing automation, a robust CRM, and a client-facing portal - all under a single login. Build on the Vendasta Platform to produce a customized experience for your business needs. -
36
Clarify
Clarify
Clarify is an autonomous CRM that automates pipeline creation, meeting administration, and CRM updates by auto-tracking emails, meetings, and other customer interactions; enriching prospect profiles with missing details; and turning interest into booked calls through smart, hands-free follow-up sequences. It prepares sellers for every meeting by summarizing past conversations, product usage, and insights; captures key call highlights in real time; and auto-generates CRM updates, next steps, and automated workflows without manual entry. Clarify also ingests product usage, emails, calls, and site activity to deliver unified data, no-code workflows that trigger record updates and follow-ups, and revenue-intelligence dashboards that surface performance metrics, early risk signals, and growth opportunities, all within a single web or macOS interface integrated with major sales and marketing tools.Starting Price: $20 per month -
37
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 -
38
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. -
39
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 -
40
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. -
41
Fullcast
Fullcast
Experience the impact of the AI-enabled, no-code platform for capacity planning, territory and quota management, routing, performance-to-plan tracking, and more! Fullcast empowers Go-to-Market teams to deliver superior outcomes through proprietary solutions powered by AI. Our software and strategic solutions help thousands of go-to-market professionals optimize operations, proactively engage with their customers, and inform go-to-market decisions. -
42
Ruby AI
Ruby AI
Ruby AI is a cloud-based, AI-powered sales strategist that accelerates deal-making by instantly generating personalized, insights-driven sales playbooks for any prospect. With just a few inputs, no prompts required, Ruby crafts tailored multi-stage strategies covering initial outreach, discovery questions, objection handling, ROI projections, implementation plans, competitive positioning, and win-closing tactics. It acts as an elite sales coach by evolving strategies based on account-specific notes or transcripts, and even produces ready-to-send slides and summaries for each stage of the sales process. As a dedicated account research assistant, Ruby compiles 360° profiles of target companies, covering background, workforce analysis, recent news, financials, and ideal contacts. Users can pose deep account-level queries and receive strategic documents, action plans, and competitive insights in seconds.Starting Price: $150 per month -
43
Alore
Alore
Alore Growth OS. Alore consolidates your growth tech stack and offers everything needed to run your growth function at scale. Engage with visitors on your website, capture their information and build relationships via email and social media marketing. Find new prospects or nurture relationship with existing ones. Monitor and track performance of sales team. Always stay on top of your sales game. Put your funnel into autopilot. Generate more leads and deals constantly and grow your revenue 10x faster. Nurture, follow up and re-engage effortlessly. 100x more follow up actions on Autopilot. Alore CRM is your Sales Machine that will create ongoing, predictable revenue for your company from Day 1. Alore CRM offers everything needed to run a sales team at scale - from finding business email addresses to running automated drip campaigns to monitoring the performance of sales teams. It’s the only sales tool that your business will ever need.Starting Price: $49 per user per month -
44
Microsoft 365 Copilot for Sales
Microsoft
Microsoft 365 Copilot for Sales integrates Microsoft 365 Copilot with a role-based agent that connects to your CRM platform, bringing sales insights and generative AI directly into your daily workflow. It enhances efficiency by automating tasks such as drafting emails, setting up meetings, and generating content like pitch decks and meeting briefs within familiar tools like Outlook, Teams, Word, PowerPoint, and Excel. By providing AI-generated summaries of emails and meetings, as well as real-time call insights during Teams meetings, it enables more personalized customer interactions. Additionally, it streamlines workflows by allowing seamless sharing of information between Microsoft 365 apps and your CRM platform, supporting platforms like Salesforce Sales Cloud and Microsoft Dynamics 365 Sales. -
45
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. -
46
Crescendo
Sependa, Inc
Crescendo is a mobile sales enablement and presentation tool tailored for marketing, sales field teams and everyone else who require reliable access to updated content on their mobile device, online and offline. Crescendo directly accesses content on Sharepoint, Google Drive, Salesforce.com, Box.com or OneDrive, so you never migrate documents outside of these proven security-approved platforms. Stunning visual customization can easily be done by anyone without a tech background. Crescendo turns files and folders into a branded, elegant presentation resource for iPad, iPhone or any Web device. Your teams of 10 to 500 can get started within minutes.Starting Price: $12.00/month/user -
47
Augment CXM
Augment CXM
Augment your contact center with AI-powered business intelligence that helps you uncover your biggest opportunities to improve both customer service efficiency and customer experience. Our Customer Experience Management (CXM) platform allows you to monitor your digital and voice communication in real-time and gives your team actionable guidance on how to improve your most important KPIs. Augment CXM automatically breaks conversations down into the customer's intents, the products they are talking about, and the outcomes of those conversations - giving you insight into every detail. Have you ever had to deal with a storm of unexpected customer questions? Augment CXM flags these unforeseen spikes of conversations and alerts your team to take action before they spiral out of control. Quickly understand if issues in your contact center are caused by specific agents & deliver coaching to those agents on how they can improve their handling of customer issues. -
48
Gain.io
Gain AS
Gain.io is an AI-powered sales assistant designed to help sales and revenue teams close deals faster and work smarter. The platform automates lead engagement, follow-ups, and customer interactions across multiple channels, enabling teams to focus on high-impact conversations instead of manual tasks. Gain.io centralizes sales communication by managing emails, chats, and CRM activities in one place. It uses intelligent automation and AI-driven insights to identify high-intent leads, recommend next actions, and personalize outreach at scale. Sales reps can track conversations, automate follow-ups, and analyze performance without switching tools. Built for modern sales teams, Gain.io improves productivity, reduces response time, and increases conversion rates by ensuring no lead or opportunity is missed. It integrates seamlessly with existing sales workflows and helps businesses turn conversations into revenue. -
49
Sweep
Sweep
Sweep makes CRM simple so you can work smarter. Visualize, create and manage your CRM processes, rules, and automation while Sweep constructs an optimized backend Salesforce infrastructure. The workspace to design your perfect CRM funnel. One interface, create, collaborate and deploy to Salesforce. Drag-and-drop, see how your CRM steps interact, as you build them. Intuitive framework to view and manage configurations. Global view, a single viewport to analyze your full CRM. Direct action, find optimizations and diagnose bottlenecks proactively. Goodbye repetitive work, automate any part of your process. A Salesforce Lightning component designed specifically to aid your sales teams. Salesforce simplified, inline guidance makes Salesforce interaction easy for your sales teams. Deploy your funnels quickly and safely from sandbox to production. Everything you need to support native reporting in Salesforce from day one. -
50
Omind
Omind
Provide proactive engagement, personalize user interaction, automate conversation & create user journeys over business messaging channels. Show your customers that you care for them, empower your team to communicate across multiple channels seamlessly and create a great first & lasting impression. Now build conversational AI bots swiftly and deploy within no time with our no-code builder. Add a custom function & datasets for complex operation. Get an easy to use WhatsApp campaign screen that allows you send WhatsApp notifications like a pro. Quick and easy way to visualize your data on our dashboards. Get whatever information you want while keeping up with the latest trends in your industry with just a click. We take data security very seriously. With data centers based out of EU, US & SEA and secured with AES 256 bit security & in-transit encryption, your data is safe and secure.Starting Price: $99 per month
