CRM
Affinity
Relationship-intelligence CRM and agent platform for private capital
Apollo.io
B2B contact data, outreach and AI sales agents in one credit-based platform
Backstory (formerly People.ai)
People.ai renamed: activity capture that answers deal and forecast questions
Bloks
Bot-free meeting notes that keep an advisor's client records current
Fathom
AI meeting notetaker with unlimited free recording and transcription
Fireflies.ai
AI notetaker that joins calls, transcribes, summarises and answers questions
HubSpot Breeze and Agent Hub
HubSpot's built-in assistant and outcome-priced AI agents
Patagon AI
WhatsApp AI agents and ads that qualify LATAM sales leads at $6 each
Pecan AI
No-code predictive models for churn, LTV, and demand forecasts
Salesforce's platform for building and deploying enterprise AI agents
Salesforce Einstein
Salesforce's predictive CRM AI, with its generative side now sold as Agentforce
Sybill
AI sales assistant for call summaries, follow-ups and CRM autofill
