Close Deals & Manage Relationships

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).

Gro AI helps you find and reach B2B (business-to-business) buyers on LinkedIn without doing manual outreach. You get a 650M+ contact database, automated multichannel campaigns, and an AI-powered lead scoring system that tells you which prospects are most likely to buy. It's built for small sales teams who want more replies and fewer wasted hours.

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.

Salesforce is best for growing small businesses with 10 or more employees that need a powerful, all-in-one system to manage sales, customer service, and marketing. It lets your team track every lead, deal, and customer interaction in one place. You can automate follow-ups, get reports on your pipeline, and connect Salesforce to hundreds of other tools your business already uses. It's a big platform, so it takes time to set up — but it grows with you as your team expands.

LinkedIn Sales Navigator is best for B2B small business owners and sales reps who need to find and reach the right buyers faster. It gives you access to over 1 billion LinkedIn profiles with 50+ search filters so you can zero in on decision-makers at your target companies. You get real-time alerts when a lead changes jobs, engages with your content, or shows buying signals. It also connects with popular CRMs like Salesforce and HubSpot to keep your pipeline organized without extra manual work.

Keap is best for service-based small businesses and solo consultants who want to stop doing everything manually. It combines a CRM, email and text marketing, sales pipeline, invoicing, and appointment scheduling in one place. You can build automated follow-up sequences using a drag-and-drop builder, so leads and customers hear from you even when you're busy. Keap has been used by over 200,000 small businesses for more than 20 years.

Efficy (former SumaCRM) — duplicate entry. SumaCRM was acquired and merged into Efficy. See Efficy listing for the full review.

Clearbit is a B2B data enrichment platform (now part of HubSpot) that turns anonymous website visitors into identifiable company profiles. Its Reveal API identifies which companies are browsing your site in real time, and its Forms feature auto-fills lead details when someone types their email — cutting form friction and boosting conversion rates. The platform enriches your CRM contacts with 100+ data points like job title, tech stack, and revenue. It scores and routes leads automatically so your sales team focuses on the best-fit prospects. Most features now require a HubSpot subscription. Standalone pricing requires a sales quote.

Drift (now Salesloft) — duplicate entry. Same product as Drift.