CloudTalk

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AI-powered VoIP business calling solution for sales and customer service teams.
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CloudTask

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Platform for finding software, services, and talent remotely.
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Cognism

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B2B sales intelligence platform providing prospecting data and tools.
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CrankWheel

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Screen sharing tool for sales professionals, simpler than traditional web conferencing.
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folk

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CRM and sales assistant tool for service businesses.
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Foxit

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Intelligent PDF Editor for creating, editing, and managing documents on any device.
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Hyre

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Virtual staffing solutions to streamline business operations.
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Increff

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Cloud-based WMS and merchandising for D2C/fashion brands.
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Kaspr

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B2B lead generation via LinkedIn/Sales Navigator with email/phone DB.
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Amplemarket

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AI and machine learning platform to streamline B2B sales processes.
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Keap

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CRM and marketing/sales automation with payments integration.
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AiSDR, Inc.

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Reseller or referral options with commissions on customer subscriptions.
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Microsoft Dynamics 365 Sales

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Microsoft’s CRM solution for sales teams, often used by companies already invested in the Microsoft ecosystem. Dynamics Sales provides lead, opportunity, and account management, deeply integrated with Outlook email and calendars (track emails to CRM, etc.) and Microsoft Teams. It also offers LinkedIn Sales Navigator integration and AI insights (“Relationship Assistant”). For mid-sized businesses, Dynamics can be a solid CRM, especially if they desire on-premise deployment options or have unique custom needs (Dynamics is highly customizable). The downside for very small biz is complexity, but for those growing or already on Office 365, it’s a natural consideration.
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SugarCRM

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A longstanding CRM platform known for flexibility and the option of on-premise or cloud. SugarCRM covers the gamut – contacts, sales forecasts, support cases – and is appreciated for its relatively open architecture (it began as an open source project). Many mid-sized firms and some SMBs choose Sugar when they want control over their CRM data and extensive customizations but at lower cost than Salesforce. It’s also used when a company wants a vendor that’s more “partner” than “platform” (Sugar’s focus is solely CRM). Modern SugarCRM has added more AI and marketing automation to keep up with competitors.
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Insightly

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A CRM well-suited for project-based businesses (it includes project management features along with CRM). Insightly helps manage both sales pipelines and the post-sale projects/deliverables, which is useful for agencies, consultancies, or manufacturing (where you have to execute on sold projects). It also integrates tightly with G Suite/Gmail. For SMBs, Insightly hits a niche: simple CRM + light PM in one, reducing the need for separate systems. It additionally offers marketing automation in higher tiers, moving towards an all-in-one solution.
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Nimble

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A social CRM for small businesses, Nimble integrates with G Suite or Office 365 and auto-enriches contacts with social media info (like LinkedIn, Twitter). It’s lightweight and focuses on relationship-building – showing recent communications and social updates for contacts to help salespeople have contextual conversations. Nimble is great for entrepreneurs and small teams who do a lot of networking; it lives inside your inbox via a browser extension, making it easy to use without constantly switching apps. It’s affordable and has a cult following among relationship-driven sellers.
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Keap (Infusionsoft)

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An all-in-one sales and marketing platform targeting small businesses and solopreneurs. Formerly Infusionsoft (renowned for powerful but complex marketing automation), Keap has simplified offerings that combine a CRM with built-in email marketing, invoicing, and appointment scheduling. It’s almost an SMB mini-ERP for client-based businesses: capture a lead, nurture via automated emails, book them, send proposal/invoice, and follow up – all in Keap. It’s especially popular with service providers and coaches who need to manage clients and get paid without juggling multiple tools. Known for strong automation capabilities relative to its price (though initial learning curve exists).
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Copper(formerly ProsperWorks)

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A CRM designed specifically to integrate with Google Workspace (Gmail/Sheets/etc.). Copper lives inside Gmail and Calendar, so users can add leads or see CRM details right from email. It’s this tight Google integration that differentiates it – if a company runs on Gmail and wants a CRM that feels like part of it, Copper is often chosen. It’s relatively simple and focuses on pipeline and contact management without too many extraneous features. great for small sales teams that love Google’s UI and want minimal friction in adoption.
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Zendesk Sell

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Zendesk Sell (formerly Base CRM) is a sales CRM from the folks known for support software. It offers contact and deal management with an emphasis on a clean interface and making calls/emails efficiently from within the tool. It also ties in with Zendesk Support, bridging customer info between sales and support. SMBs that already use Zendesk for support sometimes adopt Sell for sales to have a more unified view of customer lifecycle. It’s geared towards transactional sales teams that need to track leads through a pipeline and keep engagement history, without too much complexity.
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Bitrix24

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Bitrix24 is a platform with a bit of everything (CRM, project management, chat, phone call center) and has a free CRM for unlimited users, which attracts many small teams. The CRM part covers leads, deals, contacts, and quotes, plus it has marketing capabilities and a website builder. It’s especially popular outside the US and among price-conscious SMBs that want multiple tools under one roof. While the interface can be busy, it’s hard to beat the value – companies use Bitrix24 to avoid paying for separate CRM, telephony, and intranet solutions.
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OnePageCRM

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A lightweight CRM built on the Getting Things Done (GTD) philosophy, it turns your sales pipeline into an actionable to-do list. Each contact has a “next action” so sales reps always know the next step to move a deal forward. This simplicity and focus appeals to freelancers and small businesses who found traditional CRMs too clunky or overkill. OnePageCRM doesn’t overload with features; it’s about doing the basics effectively – managing contacts, next actions, and follow-ups – to ensure no lead is forgotten. (Cited as excelling in simplicity and action-oriented approach.)
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Close

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A CRM built for inside sales teams, with an integrated calling and SMS platform. Close (formerly Close.io) is ideal for startups or SMBs doing high-volume outreach. It automatically logs calls, emails, and tracks communication, providing a single view of customer interactions. The selling point: it boosts productivity by having a power-dialer and email sequences built in, so reps spend more time selling and less time in admin. Tech companies doing SaaS sales or any org with a phone-heavy sales process often choose Close for its communication-centric design.
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Ontraport

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A platform that combines CRM with marketing automation and e-commerce, targeting small businesses (particularly those selling online courses, memberships, or digital products). Ontraport offers campaign builders, landing pages, payment processing, and a CRM database. Essentially, it’s aimed at entrepreneurs who need to manage contacts and automate marketing but also process orders – a bit like a hybrid of Infusionsoft and Shopify. It’s more niche, but those who use it appreciate having contacts, marketing, and online transaction capability in one place (no need for separate CRM + email + shopping cart). (Mentioned for automating online transactions in Zapier’s list.)
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Membrain

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A sales enablement CRM focused on B2B sales process execution. Membrain isn’t as known as others, but it’s included as an example of specialized sales tools – it helps design and enforce sales playbooks (step-by-step activities), especially for longer consultative sales. It offers skills coaching, content recommendations, and analytics to improve sales effectiveness. Midsize companies that want to improve sales team consistency use Membrain on top of or instead of a traditional CRM. (Zapier mentions it for designing sales processes.)
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Nutshell

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A balanced, user-friendly CRM for small businesses, known for good customer service. Nutshell includes contact/deal management, email sync, and collaboration tools, plus it recently added built-in email marketing. It’s often praised for a short learning curve and strong reporting. Zapier’s list suggests Nutshell is great for managing a sales team – likely due to its team-friendly features like territory management and group email sequences. A solid choice for SMBs wanting a full-featured CRM that’s not too complex.
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Zoho CRM

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A full-featured CRM that is part of Zoho’s affordable business software lineup. Zoho CRM offers lead and contact management, deal tracking, workflow automation, and analytics – at a fraction of the cost of some big-name CRMs. It also includes AI insights (“Zia”) in higher editions. For small businesses, Zoho CRM is attractive because it’s easy to use, customizable, and integrates with Zoho’s other tools (Books, Campaigns, Desk, etc.), creating a unified system. Recognized for adding AI and automation accessible to SMBs.
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