Salesflare is a customer relationship management platform built for small and medium sized businesses that sell B2B. It focuses on automating data entry by pulling information from emails, meetings, phone calls, email signatures, and social profiles, so sales reps spend less time updating records manually. The platform integrates directly with Gmail and Outlook, includes a LinkedIn sidebar for capturing contact details, and offers a mobile app with business card scanning and live activity tracking.

Beyond contact and pipeline management, Salesflare provides visual drag and drop pipelines, automated email sequences, website and email tracking, relationship intelligence, and a built in lead finder with monthly lead credits. It also includes AI features for summarizing conversation history and suggesting next steps. Salesflare connects with tools like Google Workspace, Microsoft 365, Zapier, Mailchimp, and Google Sheets.

SugarCRM (rebranded in April 2026 as SugarAI) is a customer relationship management platform built for B2B companies. It combines core CRM functions such as account, contact, lead, and opportunity management with AI features that surface at-risk deals, recommend next best actions, and flag cross-sell and upsell opportunities using data from connected ERP systems. The platform includes Sugar Sell for sales automation, Sugar Market for marketing automation, and Sugar Serve for customer service, and can be deployed in the cloud or on premises.

SugarCRM emphasizes no-code customization, workflow automation, and mobile access with offline capability. It integrates with over 180 ERP and business systems and includes AI-driven revenue intelligence through its sales-i acquisition. The company reports more than 4,000 customers across 120+ countries and has been recognized as a leader in Sales Force Automation by Nucleus Research.

Nutshell is a customer relationship management platform designed for small and midsize sales teams. It combines contact and lead management, customizable sales pipelines, email and calendar sync, and reporting tools in a single system. The platform includes AI features such as lead recaps, next-step suggestions, and call summaries, along with marketing tools like email campaigns, landing pages, and web forms, letting teams manage sales and marketing activity without separate software.

Nutshell offers five paid subscription tiers priced per user per month, ranging from a Foundation plan with core CRM functionality to an Enterprise plan with unlimited pipelines, custom fields, and single sign on. Add-ons cover SMS and chat engagement, email marketing, prospecting data, and proposals and invoices. Nutshell integrates with tools like Gmail, Outlook, QuickBooks, Slack, and Zapier, and offers a 14 day free trial with no credit card required.

Keap is a customer relationship management and automation platform built for small businesses and entrepreneurs. It combines contact management, marketing automation, sales pipeline tracking, appointment scheduling, invoicing, and payment processing into one system. Keap's drag and drop Campaign Builder lets users create automated email and text sequences, lead nurturing workflows, and follow up campaigns triggered by contact activity, tags, or form submissions. The platform also includes landing pages, checkout forms, and an AI content assistant for writing emails and building automations.

Keap is owned by Thryv and serves over 200,000 small businesses. Every subscription includes the full feature set rather than splitting features across tiers, with pricing based on the number of users and contacts. Plans include a dedicated Customer Success Manager, U.S.-based phone support, and 24/7 chat support, and Keap integrates with more than 5,000 third-party apps through native connections and Zapier.

Nimble is a customer relationship management platform built for small business teams that live inside Microsoft 365 or Google Workspace. It combines contact management, social media insights, sales pipeline tracking, and marketing automation into a single unified system. Nimble automatically enriches contact records with data pulled from email signatures, social profiles, and company information, and it works directly inside Gmail, Outlook, and LinkedIn through browser extensions so reps do not have to switch tabs to manage relationships.

The platform offers customizable Kanban style deal pipelines, workflow automation, group email tracking, email sequences, and a drag and drop web form builder for capturing leads. Teams can send email marketing campaigns, track engagement, and generate reports on pipeline and sales activity. Nimble connects to more than 120 third party tools through its marketplace, including Mailchimp, Zapier, QuickBooks, and Slack, and it provides mobile apps for iOS and Android for managing contacts and deals on the go.

Insightly is a cloud based CRM platform designed for small and mid sized businesses that need to manage contacts, leads, opportunities, and projects in one place. It combines sales pipeline tracking with built in project management, so teams can convert closed deals into projects without leaving the platform. Two way email sync, workflow automation, and an AI Copilot help reduce manual data entry and repetitive tasks.

The platform integrates with over 200 applications, including Microsoft, Google, QuickBooks, DocuSign, and NetSuite, through its AppConnect automation tool. Insightly offers customizable dashboards, real time reporting, and native mobile apps for iOS and Android. It is aimed at businesses that want a single system for sales, project delivery, and customer relationships, and it also offers add on Marketing and Service products for teams that need broader functionality beyond core CRM.

Copper is a cloud based customer relationship management platform built specifically to work inside Google Workspace. It integrates natively with Gmail, Google Calendar, Google Drive, and Google Contacts so sales and account teams can capture contacts, track email threads, and log calendar events without leaving their inbox. Copper is aimed at service oriented businesses such as agencies, consulting firms, and small to mid sized teams that already rely on Google tools for daily work.

The platform provides visual drag and drop sales pipelines, task automation, workflow automation, email templates and bulk email, project management tools, and custom reporting for revenue tracking and team performance. It also connects with third party tools including Slack, LinkedIn, PandaDoc, DocuSign, and QuickBooks, and offers mobile apps for iOS and Android so users can manage relationships and deals while away from their desk.

Close is a sales CRM built for small and mid-sized teams, combining pipeline management with native calling, email, and SMS in one interface. It includes Chloe, an AI sales agent that can call and qualify leads, book meetings, and automatically update CRM records from conversation transcripts. Close also offers Power and Predictive Dialers, workflow automation for multi-step outreach sequences, call recording and coaching tools, and Smart Views for organizing leads by activity or status.

The platform is designed to reduce the need for separate sales engagement tools by consolidating communication and pipeline tracking into a single system. It integrates with Gmail, Outlook, Zoom, Calendly, HubSpot, Zapier, and other business tools. Close is aimed primarily at inside sales teams running high-volume outbound calling and email campaigns, offering tiered plans that scale from solo users to larger sales organizations.

Freshsales is a customer relationship management platform built by Freshworks for sales teams to manage leads, contacts, deals, and accounts in one place. It offers a kanban-style pipeline view, built-in phone and email, chat, and SMS integrations so reps can communicate with prospects without switching tools. Its Freddy AI engine provides contact scoring, deal insights, and forecasting to help teams prioritize the right opportunities. The platform supports workflow automation, sales sequences, custom fields, and reporting dashboards for tracking pipeline value and team performance.

Freshsales is aimed at small businesses through larger sales organizations, with plans that scale from a free tier for small teams up to an Enterprise tier with field-level permissions, custom modules, sandbox environments, and audit logs. It is delivered as a cloud-based web application with mobile apps for iOS and Android, and integrates with other Freshworks products as well as third-party apps for email, calendar, and telephony.

Microsoft Dynamics 365 is a suite of cloud based business applications that combines customer relationship management and enterprise resource planning capabilities. Its CRM applications, including Dynamics 365 Sales, Customer Service, Customer Insights, Field Service, and Contact Center, help organizations manage leads, opportunities, customer support cases, and marketing journeys from one connected platform. The suite is built on the Microsoft Power Platform and integrates natively with Microsoft 365, Teams, Outlook, and Power BI.

Dynamics 365 Sales gives sales teams tools for pipeline management, forecasting, conversation intelligence, and AI powered recommendations through Copilot. Businesses can start with a Professional tier for core sales automation or move to Enterprise and Premium tiers for advanced customization, embedded AI agents, and data enrichment. The platform is aimed at small to large organizations already using Microsoft tools, and supports extensive customization through Power Apps and Power Automate.