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
Microsoft Dynamics 365 is a suite of CRM and ERP business applications from Microsoft covering sales, marketing, customer service, contact center, field service, finance, supply chain and operations. The apps include prebuilt AI agents, such as sales qualification and case management agents, and custom agents can be built with Copilot Studio. Business Central serves small and medium businesses as an ERP system.
Mindtickle is a revenue enablement platform for customer-facing teams. It combines AI role play, sales training, content management, coaching, digital sales rooms, and conversation intelligence to ramp reps and measure their performance. ElevateOS is its agentic AI layer that coaches reps and acts on deals.
Mixmax is a sales engagement tool that runs inside Gmail. Users write a sequence of emails that sends from their own Gmail account and stops when a recipient replies. It also provides per-person email tracking for opens, clicks and replies, follow-up reminders, and one-click meeting booking.
monday.com is a cloud work platform on which teams build boards, automations, dashboards and AI agents to run projects and processes. Its CRM product, monday CRM, manages leads, contacts, deals, quotes and invoices, and includes AI sales agents such as an outreach caller and a lead sourcer. Other products on the same platform cover work management, software development, IT service and email campaigns.
Mutiny is an AI sales assistant for customer-facing work. It takes notes in meetings, prepares reps before their next call, and drafts follow-ups in the rep's voice, organized by account. Automations and a shared Brain hold a team's playbook and each rep's style.
Navattic makes interactive product demos that let prospects explore a captured clone of a company's web application on their own. Marketing and product teams build demos with an AI copilot, and sales teams send them to prospects through Launchpad from email and CRM tools. Navattic Agents are AI agents that guide and qualify prospects, answer questions and demo workflows in real time.
NetHunt CRM is a sales CRM that works inside Gmail and Google Workspace and brings emails, messenger chats, calls and deal history into one place. It covers lead capture, data enrichment, sales pipelines, workflow automation, multi-channel sequences, email campaigns and reporting. Teams can connect ChatGPT, Claude or other MCP-compatible assistants to query and update CRM records. It is available on the web, as a Gmail add-on and Chrome extension, and as iOS and Android apps.
Nimble is a relationship-focused CRM for small businesses and teams. It combines contact management, deal pipelines, email marketing, sequences, workflows, web forms and web chat in one platform. Its Prospector tool builds and enriches contact records from LinkedIn and other websites, and it syncs with Microsoft 365 and Google Workspace. It can also be used from Claude or ChatGPT.
Nitro makes PDF and eSign software. Nitro PDF creates, converts, edits, reviews, secures and signs PDFs on Windows, Mac, iOS and the web, and Nitro Sign handles sending, signing and tracking legally binding documents. Nitro Smart Redact finds sensitive data for permanent redaction, and Nitro Automate runs document processing inside AI agents, workflows and business systems.
Nooks is a revenue platform that runs AI agents alongside sales reps across outbound, inbound, deal management and expansion. Its modules include AI Sequencing, an AI Dialer with parallel dialing, AI Coaching, and Signals and Intelligence. The company says more than 1,800 revenue teams use it.
Notion is an all-in-one workspace for docs, wikis, databases, projects and meeting notes. Its AI features search connected apps such as Slack, Jira and GitHub, draft and edit content, and run agents that act on work inside Notion. Plans range from free to Enterprise, and the Enterprise plan adds admin, security and compliance controls.
Nusii is online proposal software for agencies, consultants and service businesses. It provides reusable templates, online and PDF proposals, e-signatures, and notifications when clients open or view a proposal. Payments can be taken through Stripe when a client accepts.
Nutshell is a CRM with contact management, pipelines, two-way Gmail and Outlook sync, reporting, and quotes and contracts for small sales teams. Add-ons include email marketing, SMS, and prospecting, and AI features summarize calls and draft follow-ups. Plans are priced per user per month, with a 14-day free trial that requires no credit card.
Oneflow is a Swedish contract platform that covers the contract lifecycle, from drafting and e-signing to tracking and archiving. It includes AI features for writing, extracting and summarising contracts, and it syncs two ways with CRM systems such as Salesforce. The company reports paying customers in 44 countries.
Oracle CPQ is a configure, price and quote application sold as part of Oracle Fusion Cloud CX. It covers configuration, commerce and business rules, a Document Designer, and system administration. It is cloud-only and works with Oracle Fusion Cloud ERP, Oracle E-Business Suite and SAP.
Oracle CX is Oracle Corporation's customer experience suite covering sales, marketing, commerce and customer service. It includes CX Sales with sales force automation and CPQ, plus marketing tools such as Eloqua, Responsys and the Unity Customer Data Platform. Modules are typically licensed separately on a subscription basis, priced by module and user volume.
Outplay is a sales engagement platform for outbound sales teams. It runs multichannel sequences across email, phone, SMS, LinkedIn, WhatsApp and website chat, with action-based triggers that move prospects between steps. It includes a built-in dialer, team reports and leaderboards, and bi-directional integrations with CRMs such as Salesforce, HubSpot and Pipedrive.
Outreach is an agentic AI platform for revenue teams that combines sales engagement, conversation intelligence, deal management, forecasting and rep coaching. Its AI agents carry out tasks such as prospecting research, follow-up and deal updates, not only surfacing insights. Pricing combines per-user seats with consumption-based AI credits across four packages.
Overloop is an AI sales prospecting platform. It builds prospect lists from a built-in B2B contact database, finds work emails and phone numbers, and surfaces company changes that can prompt outreach. It drafts personalized email and LinkedIn messages for users to review, then runs multichannel follow-ups and tracks replies.
PandaDoc is a document platform for creating proposals, quotes and contracts from templates, with a drag-and-drop editor, approval workflows, CPQ and eSignatures. It also offers Deal Rooms and a Content Library, and is deployed as a cloud service with US or EU data residency options.
Paperflite is a revenue enablement platform for sales and marketing teams. It combines an AI search tool over private sales content, interactive content that captures leads, deal rooms and deal insights, and AI coaching for sellers. Its named products include Cleverstory, SEEK, Deal Room, Engage, Deal Insights, Content Analytics and heysales.
Papermark is an open-source secure data room and document sharing platform used by founders, investors, advisors and enterprises to share confidential documents for fundraising, M&A and due diligence. It offers page-level analytics, granular permissions, dynamic watermarks, NDA gating and audit logs. It is offered as a hosted SaaS product or self-hosted on the customer's own infrastructure.
Marketing Cloud Account Engagement, formerly branded Pardot, is a B2B marketing automation platform owned by Salesforce. It is built to help companies drive efficient growth through marketing and sales alignment.
Pega (Pegasystems) provides an enterprise platform for AI decisioning and workflow automation. Pega Platform is used to build, run and govern workflows that orchestrate AI agents, people and systems, and Pega Blueprint is an AI workspace for designing applications. The company also sells customer engagement, customer service and sales automation applications, and offers Pega Cloud as a fully managed SaaS service.
Pipedrive is a cloud sales CRM for small and medium-sized businesses built around visual, kanban-style sales pipelines. It covers lead management, deal tracking, email and calendar sync, workflow automation, reporting and forecasting, plus AI features such as an AI Sales Assistant and the Nova meeting tool. A Marketplace offers 500+ integrations.
Pitcher is a sales enablement platform for commercial teams. It covers meeting prep, pitch decks and follow-ups, AI roleplay and next-best-action guidance, with content management and order capture. Reps can work offline in the field, and interactions are logged back into the CRM.
Plutio is an all-in-one business platform for freelancers, agencies and small teams. It combines projects, proposals, contracts, invoices, time tracking, scheduling, forms, a client portal and CRM in one app. Its Plutio Pal AI assistant helps write proposals, draft contracts and plan projects.
Power BI is a business analytics product from Microsoft for building reports and semantic models in Power BI Desktop and sharing them through the Power BI service. It is a core component of Microsoft Fabric. Reports, dashboards and the Power BI service are features unique to Power BI.
Proposify is proposal software that lets sales teams build branded proposals, quotes and agreements from templates, send them for e-signature, and track when prospects open them and how long they spend on each section. It pulls pricing and contact details from connected CRMs and can require approvals before a document is sent. The vendor names consultants, landscaping, janitorial and construction firms among its industries.
Prospero is cloud-based software for creating, customizing, sending, tracking and signing business proposals. It includes a drag-and-drop editor with templates and a content library, analytics showing when clients open a proposal and how long they view it, e-signatures, and automation tools.
QorusDocs is AI-powered proposal, pitch and RFP software that runs inside Microsoft 365, including Word, PowerPoint, Teams and SharePoint. Its PursuitIQ layer grounds drafts in a firm's own people, experience and pursuit history. It is sold through three packages: ValueHub, ProposalHub and PitchHub.
Quantified is an AI sales coaching and roleplay platform for life sciences and regulated commercial teams. Reps practice high-stakes conversations with AI personas, and responses are scored against the company's approved content and criteria. The platform also includes compliance scoring against on-label messaging, readiness coaching, field coaching, content authoring and reporting.
QuickMail is a cold outreach platform for sending email and LinkedIn messages. It sends automated follow-ups when there is no response, handles sender setup, warmup, inbox rotation and blacklist monitoring, and brings replies from email and LinkedIn into one inbox. It integrates with HubSpot, Pipedrive and Zapier.
Quoter is MSP quoting and proposal software from ScalePad. It covers quotes, product catalogs, contracts, payments, and quote-to-cash workflows. Plans are priced by monthly quote volume and include unlimited users.
QuoteWerks is configure, price and quote (CPQ) software that helps sales teams build product and service quotes and proposals from connected catalogs, pricing rules and CRM data. It includes approval workflows and electronic acceptance, and it can carry approved quotes into purchasing and order tracking. It is offered as a browser-based product, an installed desktop product, or a hybrid of both.
Quotient is online quoting software for businesses that send quotes to customers. Customers can accept quotes online, choose optional or multiple choice items, and ask questions on the quote. Users can see when a customer opens a quote, automate follow-ups, and build quotes from templates and an item library. When a quote is accepted, it can create an invoice in Xero or QuickBooks.
Qwilr is interactive proposal software for sales teams. It lets teams build proposals as web pages, generate quotes, collect e-signatures and payments, and see how buyers engage with each page. It connects to CRMs such as HubSpot, Salesforce, Zoho and Pipedrive to populate documents with deal data.
RegieGO is an agentic sales workspace from Regie.ai. Its agents source and enrich contacts, prep calls, and draft and send email from the seller's own Gmail or Outlook inbox, with a built-in dialer and LinkedIn tasks. A built-in CRM is free on every plan, and HubSpot, Salesforce, or Monday CRM can be connected.
Reply.io is a sales engagement platform for multichannel outreach across email, LinkedIn, WhatsApp, calls and SMS, with sequences that adapt to replies and actions. It includes Jason, an AI SDR agent that researches prospects and writes emails, along with a B2B contact database, a unified inbox, meeting scheduling, and mailbox purchase, configuration and warm-up. Teams can also run outbound from AI tools via MCP.
Responsive is a Strategic Response Management platform that uses AI to draft answers to RFPs, RFIs, DDQs, security questionnaires and other buyer questions from a centralized content library. Its AI agents extract requirements from incoming questionnaires, format imported documents, and write first drafts, while its Ask tool lets staff search the library with source citations. Pricing is an annual platform fee plus user licenses, with the Emerging Edition starting from $10,000.
Revenue.io is a revenue platform for Salesforce teams that brings together sales engagement, dialing, conversation intelligence, real-time guidance, coaching and AI. Its Activate, Engage and Orchestrate packages add call, email and SMS engagement, then AI scorecards, deal health scores and conversation agents. The company was formerly known as RingDNA.
Revspire is an AI sales enablement platform for B2B revenue teams. It combines a governed sales content hub, an AI playbook engine, AI sales training and coaching, and branded digital deal rooms in one connected workflow. Pricing is per module with unlimited user licenses, and Conversation Intelligence is listed as coming soon.
Revv is a document, contract, proposal and eSignature platform. It covers document management from creation through signing and filing, with a library of over 1,000 customizable templates for quotes, proposals, agreements and contracts. The platform is web-based and can be used from anywhere and on any device.
Rox is a revenue agent platform for enterprise sales teams. Its agents research accounts, generate pipeline, qualify leads, book meetings, manage deals and expand accounts. Its modules cover outbound prospecting, sales engagement, and sales, conversation, revenue and account intelligence.
Salesflare is a sales CRM for small and medium-sized B2B teams. It automatically captures contact and company information along with email, meeting and call activity into shared customer timelines. Teams manage leads in visual pipelines, send personalized emails and automated sequences, and track email opens, link clicks and website visits. It works with Gmail, Outlook and LinkedIn, and on web, iOS and Android.
Salesforce is a cloud CRM platform covering sales, customer service, marketing, commerce, analytics and integration. Its products include Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Data 360, Tableau, MuleSoft, Slack and the Agentforce platform for building and running AI agents. It sells per-user licenses and consumption-based Flex Credits, and also offers low-code and pro-code app development on the Salesforce Platform.
Saleshandy is a cold outreach platform for sales teams, agencies and businesses. It runs multichannel sequences across email, calls, LinkedIn, WhatsApp and manual tasks, with unlimited connected mailboxes and built-in warm-up. It also includes a B2B lead finder, a built-in CRM and a unified inbox for replies.
SalesHood is an AI-powered revenue enablement platform for sales enablement, onboarding, coaching and buyer engagement. It combines content management, training and onboarding, AI coaching and role play, guided selling and digital sales rooms in one product. Enablement teams use it to build training from their content and to give sellers practice and in-deal guidance.