Close Deals & Manage Relationships

CRM for small B2B sales teams that hate data entry. Automatically pulls contact info, email history, and meeting data so your pipeline stays current without manual work. $29/user/month (annual). No free tier. LinkedIn integration built in.

Mac productivity launcher replacing Spotlight. Faster command bar for searching files, managing clipboard, controlling windows, running scripts, and connecting to 1,500+ apps — all from keyboard. Free: all core features and extensions. Pro: $8/month (AI, cloud sync, themes). Windows beta available.

folk is a modern CRM for managing all your business relationships — not just sales leads. Import contacts from Gmail, LinkedIn, and other sources, organize into custom groups, and run outreach campaigns. Simpler than traditional CRMs. Free tier available. Paid from $20/member/month (annual).

Cloud sales CRM with visual pipeline, deal tracking, quoting with e-signatures, and invoicing. Built for growing teams wanting clarity without enterprise CRM complexity. $25/user/month. 30-day free trial. No free tier. Unlimited contacts, deals, pipelines on all plans.

Better Proposals helps you create, send, and track professional business proposals in minutes. Instead of emailing PDF attachments, you send clients a web link to an interactive proposal where they can read, sign, and pay — all in one place. It is built for freelancers, agencies, and small businesses who want to close deals faster without spending hours on formatting. The platform offers 200+ templates, a content library for reusing sections, interactive pricing tables, and real-time tracking that shows when clients open, read, and forward your proposals. Built-in payment collection through Stripe, PayPal, and GoCardless means you get paid right when the deal closes. Better Proposals starts at $13/user/month (annual) or $19/user/month (monthly), with a 14-day free trial.

Sales CRM with built-in calling, email, and SMS. Connects natively with Zendesk Support for full customer context. Visual pipeline, lead scoring, and smart lists. Sell Team: $19/agent/month. Suite bundles available.

Small business management platform that combines CRM, online presence, appointment scheduling, payment processing, and marketing automation.

Interactive, scroll-based business documents — proposals, pitch decks, one-pagers, and reports that feel like modern web pages. Embedded videos, live data, clickable CTAs, and slide-by-slide engagement analytics. $30/user/month. 14-day trial. No free tier.

B2B sales intelligence — find verified phone numbers and emails for any prospect from LinkedIn or a 300M+ profile database. Chrome extension for one-click contact reveals. AI Playlists auto-generate lead lists matching your ideal customer profile. Free: 40 credits/month. Starter: $49.90/month (400 credits). Premium: $399.90/month (3,400 credits).

Efficy is a flexible, European-based CRM with modules for sales, marketing, project management, and customer service. Strong GDPR compliance with European data hosting. Includes email marketing and gamification features. Starts around 25 EUR/user/month. No free tier.