Sales & CRM brands
Every brand SlateIndex tracks, with how AI engines describe, rank and cite it.
Data collected ·ChatGPT, Perplexity, Google AI Mode·coverage 98.8%·next run
STACKED is Dux-Soup's LinkedIn automation software. It runs multi-step drip campaigns that connect, message, visit, follow and endorse prospects, with AI-written personalization and automatic reply detection. It also includes a unified response inbox, campaign analytics and two-way sync with CRM and workflow tools, and it is offered as a desktop app or a cloud service.
EngageBay is a cloud-based all-in-one CRM for small businesses and startups. It combines email marketing and marketing automation, a sales CRM with deal pipelines and appointment scheduling, live chat, and a helpdesk with ticketing. It also includes an AI chatbot trained on a customer's own knowledge base. A free plan covers up to 15 users, and paid plans are priced per user per month.
EspoCRM is a free, open source, web-based CRM for managing contacts, sales, support and marketing in one application. It can be used as a cloud-hosted service or installed on the customer's own server. Users can customize workflows, automate tasks and connect other systems through an open API.
ExecVision is a conversation intelligence platform that ingests and transcribes calls, web conferences and other customer conversations, then uses AI to surface insights, smart alerts and trends. It adds coaching workflows, performance dashboards and conversation libraries so managers can track coaching activity and its effect on rep performance. The company was acquired by Mediafly.
Expandi is a cloud-based LinkedIn automation tool that runs outreach campaigns across LinkedIn and email from one sequence. Users build multichannel sequences with connection requests, messages and email follow-ups, and manage replies in a shared inbox. It syncs LinkedIn activity to HubSpot, Salesforce and Pipedrive.
Flowlu is a cloud-based business management platform that combines CRM, project and task management, invoicing, financial management and collaboration tools. It includes agile issue tracking, a knowledge base, client portal, document builder, mind maps and workflow automation. It is offered on a free plan and per-user paid plans aimed at teams running client work.
folk is a cloud CRM for sales teams that combines contact and company records, pipeline management, email campaigns and sequences, and contact enrichment. It syncs email, calendar and WhatsApp conversations and includes AI assistants for research, follow-ups, recaps and workflows. The folkX Chrome extension captures contacts from LinkedIn, Sales Navigator, Instagram, X and other sites, and the product also offers phone call recording.
Freshworks is a public software company that makes cloud-based service and customer engagement software. Its main products are Freshservice, an IT and enterprise service management platform, Freshdesk, a help desk for customer support, and Freshsales, a CRM for sales teams. The products include Freddy AI features and AI agents for service teams.
G2 Software Systems is a San Diego company that provides software development, systems engineering, cyber security, and federal acquisition and program management services. Its work centers on mission-critical software for the defense sector. The company is employee-owned and was founded in 1989.
GetAccept is a digital sales room platform that gives sellers and buyers one shared space from first meeting to signed contract. It combines deal rooms, proposals, e-signatures, contract management and AI tools that draft buyer-ready content and summaries from call notes. Sales teams use it to share content, track stakeholder engagement and send proposals from within their CRM.
Copilot is an AI coding agent from GitHub, a wholly owned subsidiary of Microsoft, that helps write, understand and ship software. It covers code completion, chat, agent mode, code review and cloud coding tasks. It runs in VS Code, Visual Studio, JetBrains IDEs, Xcode, Neovim, the command line, GitHub.com and mobile. It is delivered as a hosted cloud service.
Gmail is Google's email service, offered free to individuals and as part of Google Workspace for businesses. It works with desktop clients such as Outlook, Apple Mail and Thunderbird, and supports offline reading and search. Gemini AI features are built into Gmail, and the Business and Enterprise plans include an AI assistant.
HighLevel is an all-in-one marketing, CRM and sales platform aimed mainly at marketing agencies, coaches and service businesses. It can be white-labelled and is described as replacing a separate CRM, funnel builder, email tool, scheduler, texting tool and review tool. Its AI bundle, AI Employee, combines conversation AI, voice AI, review requests, content generation and workflow AI.
Gong is a revenue AI platform that captures customer interactions and maps them to business context. Its Revenue Graph and Revenue Harness supply context and execution to AI agents and applications for engagement, forecasting, and enablement. Gong sells to go-to-market teams in sales, revenue operations and enablement.
Google Calendar is a scheduling application that runs in the browser and as mobile apps. It lets users create events, share calendars and book times through appointment schedules, and it imports events from Microsoft Outlook and Apple iCloud calendars. It is free with a Google account and included in the paid Google Workspace suite.
Google Sheets is a browser-based spreadsheet app that is part of Google Workspace. It supports real-time collaboration and works with other Google apps. Reviewers find it easy to learn, but say it slows on large datasets and has fewer advanced formulas and data tools than Excel.
Groove is a sales engagement platform for enterprises using Salesforce. It provides email templates, scheduled campaigns, automated cadences, engagement tracking and Salesforce logging, plus calendar sync and tracking of email opens and link clicks. Clari announced its acquisition of Groove in August 2023, and Groove is now part of Clari.
GTM Buddy is a revenue activation platform for sales teams. Its Nucleus engine ships as an open MCP server that places deal context, content and coaching inside CRM, email and AI tools. Ask Buddy answers rep questions and surfaces guidance during live deals, and the product line also includes AI roleplay and digital sales rooms.
Guru is an AI knowledge management platform from Guru Technologies, Inc. It connects to enterprise tools such as Slack, Microsoft Teams, Salesforce and Confluence, structures and deduplicates scattered content, and verifies it through review workflows and usage signals. It delivers cited, permission-aware answers through Knowledge Agents and an MCP server to people and AI tools, with audit trails, SSO and DLP controls.
Helply is a customer support platform that combines a help desk (shared inbox, ticketing, live chat, knowledge base, analytics, customer records and workflows) with AI agents. A Support Agent answers customers across channels, an Assist Agent helps human reps inside tickets, and Background Agents monitor conversations for churn risk, revenue signals, feature requests and knowledge gaps. It is built by the team behind Groove, and pricing gives unlimited users with AI work billed in credits.
Highspot by Seismic is an AI platform for revenue execution used by go-to-market teams. It brings together governed sales content, sales plays, training, AI role play practice, meeting and deal context, and coaching so sellers know the next step in active deals. Managers, enablement, marketing and RevOps use its analytics to see what content and actions drive outcomes.
HoneyBook is an AI-powered client relationship and business management platform for small businesses. It combines lead capture, scheduling, proposals, contracts, invoices, online payments, a client portal and finance tools in one account. Its AI features draft emails, summarize projects and answer questions about a user's own account data.
HubSpot is a customer platform that combines marketing, sales, customer service, content, data and revenue software on a shared Smart CRM database. Its Service Hub provides a help desk workspace, ticketing, knowledge base, customer feedback and skill-based routing, and Agent Hub lets teams deploy AI agents such as Customer Agent. A free CRM tier is available, with paid Starter, Professional and Enterprise editions.
Hyperbound is a sales coaching platform built around AI roleplays with simulated buyers and scoring of real sales calls. Practice lets reps rehearse calls with AI buyers, Perform scores live calls and deals against custom scorecards, and Kota Activate carries coaching and next steps into the tools reps already use. The vendor states support for 25+ languages and holds SOC 2 Type II and ISO 27001 certifications.
Icertis is a contract lifecycle management platform that digitizes and structures contracts at scale to automate contract processes, support compliance and surface insights. Its Vera AI layer covers drafting and negotiation (Engage), contract operations and obligations tracking (Operate), and portfolio analytics (Analyze). The platform can be deployed in public or private cloud and connects to enterprise systems such as SAP Ariba and Salesforce.
Ignition is a cloud platform for professional services firms that creates proposals and engagement letters, sets up billing, and collects payments once a client signs. It also includes a deals pipeline, online forms, AI-powered price insights and integrations with accounting and practice management tools such as Xero and QuickBooks. Founded in 2013, it states that more than 8,500 businesses use it.
Insightly is a cloud CRM platform for tracking leads, contacts, opportunities and projects, with workflow automation, reporting dashboards, and quotes. It is sold alongside Insightly Marketing for marketing automation, Insightly Service for support ticketing, and AppConnect for building integrations. It also offers an AI Copilot and an MCP connector for AI assistants such as Claude and ChatGPT. Insightly was acquired by Unbounce in July 2024.
Instantly is a sales engagement platform for automated cold email outreach. It combines AI sales and reply agents, a B2B lead database, email verification and deliverability tools, and an AI-powered CRM.
Ironclad is an AI contract lifecycle management platform for legal, procurement, sales, IT and other business teams. It covers creating, reviewing, signing, storing, analyzing and fulfilling contracts in one place. Ironclad Agent answers questions and runs workflows using a company's contracts, deal history and negotiation records.
Jiminny records, transcribes and analyses sales calls across video, voice and email. It adds sales coaching, call analysis, deal tracking, at-risk deal detection and sales forecasting, and syncs with Salesforce and HubSpot.
Jotform Sign is free e-signature software for creating, sharing and signing documents. Users can turn existing PDFs into e-sign documents, collect signatures on any device, and automate document processes. It is part of Jotform's wider form and workflow platform.
Juro is a contract platform for agreeing and managing contracts from drafting through review, signature and storage. Its AI features include AI Extract, AI Draft, AI Review and the Operator assistant, which answers questions about a company's contracts. Juro connects to tools such as Salesforce, Docusign, HubSpot and Greenhouse so that business teams can create contracts where they already work, while legal controls the templates.
Keap is a CRM and sales and marketing automation platform for small businesses, formerly known as Infusionsoft. It combines contact management, email and text marketing, landing pages, sales pipelines, appointment scheduling, quotes, invoices and payments in one subscription. A drag-and-drop automation builder and pre-built automation templates handle follow-up across marketing, sales, service and operations. Keap was acquired by Thryv Holdings in October 2024.
Kixie is a calling and texting platform for revenue teams. It includes single-line and multi-line PowerDialers, click-to-call, SMS, and call recording, and it connects to CRMs such as HubSpot, Salesforce, and Pipedrive. Its AI features add call routing, voicemail detection, and call summaries synced to the CRM.
Klenty is a sales engagement platform for phone-first SDR teams. It combines parallel and power dialing, multi-channel cadences, AI call handling that skips voicemails, and call coaching with CRM sync. Its Call IQ module records, transcribes and analyzes sales calls.
La Growth Machine is a multichannel outreach platform for B2B sales and go-to-market teams. It runs sequences across LinkedIn, email, voice messages, calls and X, and gathers every reply in one shared inbox. It syncs natively two-way with HubSpot and Pipedrive.
lemlist is an AI-powered sales engagement platform that finds and enriches leads, then runs multichannel campaigns across email, LinkedIn, calls, WhatsApp and SMS from one workflow. It includes a waterfall email finder that checks several data providers in turn and verifies results, plus a Deliverability Hub for monitoring mailbox and domain health. It connects to CRMs such as HubSpot, Salesforce and Pipedrive.
Less Annoying CRM is a cloud-based contact management and CRM tool for small businesses. It covers contacts and companies, tasks with daily reminder emails, pipelines, calendar sync with Google and Outlook, and email logging. It is sold at a single price of $15 per user per month with a 30-day free trial.
Letter AI is a revenue enablement platform for sales and customer-facing teams. It combines content management, AI-generated training and coaching, an AI agent that answers questions from company knowledge, and deal tools such as RFP automation and AI sales rooms. Its Letter Compass command center gives sellers personalized content, meeting preparation and deal coaching.
LinkSquares is an AI contract lifecycle management platform that supports intake, drafting, review, execution, analysis and renewal of contracts. Its modules cover draft and redline, contract intelligence, contract automation, renewals and obligations, and reporting and analytics. It connects with tools such as Salesforce, Slack, Microsoft Word and DocuSign. Its AI Legal Assistant works inside existing workflows.
Loom is a video messaging tool for recording and sharing short videos of a screen, a camera or both. Users record with a Chrome extension, desktop app or mobile app and get a share link as soon as recording ends. Paid plans add editing, transcripts, viewer insights and AI features, and the Enterprise plan adds SSO and SCIM.
Loopio is AI RFP response software for teams that answer RFPs, RFIs, RFQs, DDQs and security questionnaires. It keeps a searchable content library, suggests answers with AI, and lets teams import questions from documents or online portals. Integrations connect it to CRM, communication and cloud storage tools.
Mailshake is a sales engagement platform for building outreach sequences across email, phone and social channels. It includes deliverability tools such as a domain setup assistant, free email warmup and list cleaning. Lead Catcher, analytics and SHAKEspeare AI email writing support prospecting and team performance.
Malbek is a contract lifecycle management platform for managing contracts from creation and approval through storage and milestones, used by legal, procurement, finance and sales teams. Malbek AI adds automation for negotiations, review cycles and recommendations, and BusinessIQ turns a contract portfolio into commercial intelligence. The platform connects to enterprise systems such as Salesforce, SAP, Coupa, NetSuite and DocuSign.
Mautic is free, open source marketing automation software. It includes a drag-and-drop campaign builder, an email and landing page builder, lead scoring and management, and web tracking. Organizations can self-host it, use Managed Mautic through a hosting partner, or use a hosting provider.
Mediafly is a sales enablement and content management platform for field sales teams, dealers and distributors. Its Engagement module manages, shares and tracks sales content, and its Value tools include ROI calculators, TCO estimators and business case builders. A built-in learning module supports onboarding and coaching inside sellers' daily workflows.
Meet Alfred is a cloud-based LinkedIn automation platform for multi-channel outreach across LinkedIn, email and X. It includes a Lead Finder, multichannel sequences, a LinkedIn CRM, a smart inbox, templates and reporting. Plans are priced per seat, and team features and white labelling are limited to higher tiers.
Membrain is a Sales Growth CRM for complex B2B sales teams, covering prospecting, pipeline management, account growth and coaching. Its four products are Prospecting, Active Pipeline, Account Growth and Elevate, and every user gets the Insight Engine AI built in. The company is headquartered in Stockholm, Sweden and was founded in 2012.