Close Deals & Manage Relationships

Brevo is a great fit for small business owners who want to run email, SMS, and CRM all from one place without juggling multiple tools. You can send marketing campaigns, set up automated follow-ups, and track contacts without needing a tech background. The free plan lets you send up to 300 emails a day, and paid plans start at just $9 per month. Whether you run an online store, a service business, or a local shop, Brevo gives you the tools to reach customers and bring them back.

Copper is a CRM (customer relationship management tool) built specifically for teams that live in Google Workspace. It works right inside Gmail and Google Calendar, automatically logging emails, creating contacts, and tracking your sales pipeline without you switching between apps. A visual sales pipeline lets you drag and drop deals through custom stages. Built-in project tracking helps manage post-sale work like onboarding and delivery. Pricing starts at $29/month per user. No free tier.

Pipedrive is best for small sales teams that need a clear, visual way to track deals from first contact to close. You get a drag-and-drop pipeline board that shows exactly where every deal stands, so nothing falls through the cracks. It also automates follow-up emails and reminders, so your team spends more time selling and less time on admin. With built-in AI tools and 500+ app integrations, Pipedrive grows with your business without getting complicated.

PandaDoc is a great fit for small businesses that send proposals, contracts, or quotes on a regular basis. You can build polished documents with a drag-and-drop editor, send them for e-signature, and track when recipients open or view them. It connects directly with popular CRMs like HubSpot, Salesforce, and Pipedrive so your team spends less time copying data between tools. You can also collect payments inside a document, making it easy to go from signed contract to paid invoice in one place.

Nimble is best for solopreneurs, freelancers, and small teams who want a simple CRM that helps them stay on top of relationships without a lot of setup. You get contact management, email marketing, sales pipelines, and outreach tools all in one place for a single flat price. The Nimble Prospector browser extension lets you pull contact details from LinkedIn or any website in seconds, cutting out manual data entry. If you've been running your business out of a spreadsheet or inbox, Nimble is a clean step up that won't overwhelm you.

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.

Capsule CRM helps small businesses and teams track contacts, manage sales pipelines, log communications, and stay on top of follow-ups in one place.

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

Freshsales is a sales CRM built for small and mid-sized teams who want to track leads, manage deals, and close more business without a steep learning curve. You get a full view of each contact, tools to run email campaigns, and a visual pipeline to see exactly where every deal stands. Freddy AI, Freshworks' built-in AI assistant, helps you spot your best leads and suggests next steps so your team focuses on the right opportunities. It works especially well if you already use other Freshworks products like Freshdesk or Freshchat.

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).