crm Tools
Explore the best new crm tools and products curated by the community.
Lightfield reads your emails, meetings, and calls to build your CRM automatically. No manual data entry — ever. Connect your inbox, upload a spreadsheet or CSV from your old CRM, and everything is recreated in less than five minutes. Ask it anything in plain English: who needs follow-up, what objections keep coming up, how has our ICP shifted — answered from your actual conversations. Then put it to work to draft follow-ups, create board decks, build proposals, and more.
Arzule is using AI to optimize revenue growth in B2B SaaS companies, starting with partnerships. Arzule turns partnerships into a predictable, scalable revenue channel by analyzing your ecosystem to identify and prioritize real revenue opportunities. It replaces spreadsheets and guesswork with a data driven system that recommends actions and optimizes incentives so you can scale partnerships on autopilot.
Provide a prompt and get your perfect leads. origami.chat has 100+ data sources - use it to find more of your perfect customers, enrich a CSV, or get decision makers. Try it out and get a lead list in seconds!
Ever get frustrated adding someone you met to your contacts, awkwardly tapping through form fields only to forget who "Michael Job Fair" is? Just tell MetMe who, what, when, and where you met and it will extract all the relevant details. Sort and view your contacts with a timeline, calendar, and map to put them in context. All AI parsing done on-device with Apple Intelligence saving to iOS contacts. No accounts, no ads, totally free, and works offline. TestFlight now, Appstore soon!
The privacy-first CRM that adapts to you. FlowGrid is built around three principles: privacy-first by default, minimalism over bloat, and AI features that actually do work instead of demo tricks. You bring your data, FlowGrid adapts to it, and then gets out of your way. Key features: Import spreadsheets → AI scaffolds your workspace instantly Natural language queries (Nexus AI) Field-level encryption & privacy controls Visual pipelines Voice-to-text transcription for hands-free prompting
Upload building plans and Scout Out automatically generates structured material and labor takeoffs that contractors can review, customize, price, and turn into professional proposals. Instead of manually estimating every job from scratch, contractors start with a standardized, high-quality bid they can trust — helping them respond faster, price more consistently, and win more residential remodel and rebuild projects.
folk assistants proactively take action from your CRM. They research companies, send outreach emails, recap ongoing deals, and identify who to follow up with.
Less hassle. More deals.
Toma builds Voice AI agents for automotive dealerships that answer every call, automate service scheduling, and protect revenue with dealer-specific safeguards. Improve CSI, reduce missed calls, and streamline customer communication.
AI receptionist that answers calls, qualifies leads & books appointments 24/7
DocEndorse is an AI-powered e-signature assistant built for Microsoft Teams. Instead of manually preparing documents or chasing signatures, you chat with the assistant and it handles document setup, signer roles, sending, reminders, and follow-ups automatically. It integrates with OneDrive, SharePoint, and Outlook contacts, provides real-time status updates, and includes a free plan to get started quickly.
CRM built for real-estate syndicators
The smarter way to buy, sell, and close real estate transactions.
Leadchee is a CRM for start-ups who actually need to close deals. Connect your Gmail, manage your pipelines, call clients internationally, send proposals — all in one place. AI handles the busy work so you can focus on selling. $29/month, everything included.
Discover comprehensive business intelligence about any company with our powerful analysis tools. Get detailed insights, financial data, and competitive analysis.
AJGAR Clothing CRM Streamline Your Clothing Business. Manage Clothes, clients, and deals with ease using AJGAR Clothing CRM.
Rolodex is a relationship intelligence platform that helps teams consolidate, organize, and activate their collective network. Sync contacts from LinkedIn, email, and calendars, visualize connections, and collaborate on key relationships — all in one place.
Create remarkable customer experiences with Assembly (formerly Copilot). Get an out-of-the box branded client portal where customers can message you, pay bills, and share information securely, with a new AI-powered CRM for your team.
Your CRM tells you what happened. Agilepitch tells you what to do next. AI-powered deal execution for HubSpot that keeps every deal healthy and on track.
ClearCRM: All-in-one CRM for small biz. Automate leads, streamline sales, projects & billing. Ditch app overload, boost revenue, grow fast.
Leadchee is a CRM built for startups, designed to make managing leads effortless. Unlike bloated enterprise tools, Leadchee integrates seamlessly into your workflow, automating follow-ups, prioritizing leads, and giving you real-time insights.