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B2B lead generation and nurture programmes with website activity tracking

Best for: B2B lead generation teams

Act-On provides nurture programmes, lead scoring, website activity tracking and CRM workflows for B2B lead generation teams. Pricing is by quote or contact-based. Validate…

• CRM integration
• Email and calendar sync
• Forms
• Landing pages

Behaviour-based email automation with built-in CRM workflows

Best for: SMBs needing behavioural automation

ActiveCampaign is known for visual automation builders that trigger email and other messages based on subscriber behaviour. It combines segmentation, lead scoring and a…

• Contact management
• Email campaigns
• Forms
• Lead scoring

Enterprise B2B marketing automation and lead management

Best for: Enterprise B2B demand generation

Marketo Engage handles lead management, scoring, nurture programmes, account-based marketing and attribution for large B2B organisations. It supports complex campaign logic and CRM alignment.…

• Account-based marketing
• Attribution
• CRM integration
• Email and calendar sync

B2B contact database and sales engagement platform with a free plan

Best for: Startups and SMB sales teams that want data and outreach in one tool

B2B data and sales engagement platform with a free plan and paid plans from $49 per user per month billed annually.

• CRM integration
• Data enrichment
• Email sequences
• Lead management

Modern, flexible CRM with a free plan for small teams

Best for: Startups and modern teams wanting a flexible CRM

Attio is a newer CRM that lets teams model their own data with flexible objects and attributes. It syncs email and calendar to build…

• API access
• Customisation
• Data enrichment
• Email and calendar sync

AI meeting assistant with scheduling, conversation intelligence and revenue tools

Best for: Sales and customer-success teams that want notes, coaching and forecasting in one tool

AI meeting assistant with scheduling and revenue intelligence. Third-party list prices from about $19 per user per month.

• AI meeting summaries
• CRM integration
• Meeting scheduling
• Meeting transcription

Open-source customer engagement platform you can self-host

Best for: Technical teams that want an open-source, self-hosted support tool

Chatwoot is an open-source customer support platform that unifies live chat, email, social channels and messaging apps in one inbox. Because the Community Edition…

• API access
• Canned responses
• Knowledge base
• Live chat

Outbound sales CRM with calling, SMS and email built in

Best for: Outbound and inside sales teams

Close is a CRM built for inside and outbound sales teams. Calling, SMS and email sit inside the CRM, with sequences and power dialer…

• Email sequences
• Integrations
• Lead management
• Pipeline management

No-code CRM and workflow automation platform with AI for sales, marketing and service

Best for: Mid-size and enterprise teams that want CRM and process automation in one no-code platform

No-code CRM and workflow automation with AI. Growth from $40 and Enterprise from $75 per user per month, plus $15 per module.

• AI assistant
• Customisation
• Marketing automation
• Pipeline management

Affordable live chat and unified inbox for small businesses

Best for: Startups and small ecommerce teams wanting affordable live chat

Crisp provides live chat, a shared inbox, a chatbot, a knowledge base and a basic CRM in one product aimed at small businesses and…

• Canned responses
• Chatbots
• Co-browsing
• Contact management

Event-driven messaging for SaaS and product-led teams

Best for: SaaS and product-led teams

Customer.io lets teams send email, push, SMS and in-app messages triggered by customer events. Visual journeys, behavioural segments and data pipelines make it popular…

• A/B testing
• Customer journeys
• Data pipelines
• Email and calendar sync

Conversational marketing and chat platform, now part of Salesloft

Best for: B2B sales and marketing teams with high-intent web traffic and rep capacity to staff chat

B2B conversational marketing and chat platform, now part of Salesloft. Quote-based annual contracts.

• Chatbots
• CRM integration
• Lead management
• Live chat