Reporting and analytics software

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

Email marketing with phone support, events tools and contact-tier pricing

Best for: Small businesses, nonprofits and local organisations that want easy email with phone support

Email marketing for small businesses and nonprofits with phone support. Three plans priced by contact tier and a free trial.

• Automation
• Customer surveys
• Email campaigns
• Email templates

CRM built to live inside Google Workspace

Best for: Google Workspace-centred teams

Copper is a CRM that integrates tightly with Google Workspace, working inside Gmail and syncing with Calendar, Drive and Contacts. Teams manage leads and…

• Activity logging
• Email and calendar sync
• Email templates
• Mobile app

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

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

Mac and iOS CRM for Apple-first service businesses

Best for: Apple-first service businesses

Daylite is a CRM built natively for Apple devices, with a dedicated Mac and iOS app. It manages contacts, projects, tasks and sales pipelines…

• Contact management
• Email and calendar sync
• Forms
• iOS app

Combined CRM, marketing and service suite with a limited free tier

Best for: Small businesses wanting sales and marketing in one

EngageBay combines CRM, marketing automation, live chat and help desk tools in one suite. A free plan with a limited contact allowance lets small…

• Contact management
• Email campaigns
• Forms
• Landing pages

AI notetaker that records, transcribes and summarises meetings across video platforms

Best for: Teams that want searchable meeting records and CRM-ready notes

AI notetaker with transcription, summaries and CRM sync. Free plan; Pro from about $10 per user per month billed annually.

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

Messaging platform with free plan, AI agent and WhatsApp, SMS and social channels

Best for: Teams already using Freshworks products, and startups that want a free start for chat

Messaging platform from Freshworks with a free plan, Freddy AI agent and WhatsApp, SMS and social channels.

• AI assistant
• Chatbots
• Live chat
• Multichannel messaging

Value-priced help desk with automation, a free starter program and Freddy AI

Best for: Small and mid-sized teams that want strong capability at a lower price

Freshdesk is the help desk product from Freshworks. It collects email, chat, phone and social conversations into one ticket queue and gives agents canned…

• AI assistant
• Canned responses
• Collision detection
• Knowledge base

Sales CRM with built-in phone, email and Freddy AI

Best for: Small sales teams wanting built-in communication on a budget

Freshsales is the sales CRM from Freshworks. It combines contact and deal tracking with built-in calling, email and chat, so reps can reach prospects…

• AI assistant
• Contact management
• Email and calendar sync
• Email sequences

Collaborative shared inbox for teams that live in email

Best for: Customer-facing teams that prefer a collaborative inbox over rigid tickets

Front combines email, SMS, chat and social channels into a shared inbox that feels familiar but adds assignment, internal comments, rules and analytics. Teams…

• AI assistant
• Collision detection
• Knowledge base
• Live chat