Business Software for HubSpot CRM

Trove is a cloud-based service that specializes in accounts receivable and credit control management. It seamlessly integrates with accounting software to synchronize invoices and payment details while effectively overseeing overdue accounts through automated reminders and statements dispatched from the user's email. Utilizing AI-driven workflows, Trove can comprehend customer responses, draft replies, log promised payment dates, and arrange follow-ups accordingly. The platform also highlights missing purchase-order information and updates invoice records to maintain accuracy. Users have the flexibility to set up payment plans and enforce late fees, as well as access debtor reports and prepare pre-emptive letters for delivery by the business or legal representatives. Trove offers various integrations with accounting, email, CRM, and collaboration tools, with features differing based on the selected plan. A user-friendly web dashboard allows for efficient invoice follow-up and shared workflow management, while webhook events enable the initiation of external automation processes. This innovative product is particularly designed to cater to the needs of small to mid-sized businesses and finance teams that manage collections internally, ensuring a streamlined approach to credit control.

Ground Control is an online property prospecting platform tailored for roofing contractors. Users can choose specific territories and apply filters to homes or commercial properties based on factors such as estimated roof age, roofing materials, dimensions, building classifications, and additional features like rooftop HVAC systems. Add-ons include storm history data and contact information for property owners or decision-makers. On the other hand, PorchRocket utilizes aerial imagery alongside property records to pinpoint suitable properties, providing the acquired data as CSV or Excel files for outreach purposes. These lists cater to residential roofing prospects, responses to storm-related events, and outreach efforts for commercial buildings. Additionally, SalesRabbit and SPOTIO layouts can be imported, while field-mapping instructions are available for JobNimbus and HubSpot users. Instead of real-time synchronization, data is uploaded from files manually. The outcomes focus on identifying properties for prospecting, rather than targeting homeowners who have actively sought quotes. It's important to note that the roof-age estimates are approximations and should not be interpreted as inspections or guaranteed installation timelines. This service offers roofing professionals a comprehensive tool to enhance their outreach efforts effectively.

Bulkdata.ai serves as a cloud-driven platform designed for B2B sales intelligence and prospecting, catering to teams across revenue, sales, marketing, and operations sectors. The platform features a wealth of searchable company and professional contact information, encompassing business profiles, roles, verified email addresses, phone numbers, and LinkedIn profiles. Users can effectively filter and preview records, track changes in companies and contacts, analyze buying signals, save specific searches, and uncover selected contact avenues through the use of account credits. Subscriptions to paid plans enhance functionality by providing shared credit pools, CSV exports, insights into buying signals, and data enrichment options. Additionally, the platform facilitates the transfer of contact and company records to various supported CRM systems and spreadsheet applications, while also incorporating a REST API, webhooks, and an MCP server to support custom workflows and AI assistants. It is specifically designed for the discovery of B2B prospects, thorough account research, CRM data enrichment, and the optimization of sales-data workflows. With its diverse features, Bulkdata.ai aims to streamline the sales process and empower teams to achieve their revenue goals more efficiently.

Scalry brings together customer relationship management, marketing capabilities, sales outreach, and AI agents into a unified cloud workspace designed specifically for small businesses and sales teams. Users have the ability to oversee contacts, companies, and deals through a visual pipeline board, while various activities like email campaigns, phone calls, LinkedIn interactions, and actions taken by agents are meticulously logged on contact timelines. The platform's AI sales agents are adept at enrolling contacts, sending follow-up messages, and adjusting deal stages based on customized skills, schedules, guardrails, and approval processes. Furthermore, Scalry offers a suite of features including AI voice agents, cold-email sequences, email and SMS marketing, landing pages, as well as multi-step funnels that incorporate branching and split testing. It also supports appointment scheduling, social media publishing, and detailed analytics to track campaign effectiveness. Leads generated from funnels seamlessly integrate into the CRM, complete with tracking data from various campaigns. Subscription plans provide monthly credit allowances for using AI features, with the range of tools and capacities differing depending on the selected tier, ensuring that businesses can find a plan that suits their specific needs and budgets. Ultimately, Scalry represents a comprehensive solution for enhancing sales and marketing efforts in a competitive landscape.

Add to CRM is a Chrome extension designed for B2B sales and prospecting teams, serving as a contact-enrichment tool. It efficiently retrieves business email addresses, phone numbers, job titles, and company information from LinkedIn profiles, Gmail, Outlook, and corporate websites, subsequently delivering enriched contact records to a linked CRM or Google Sheets. Users can customize their CRM field mappings, verify existing records, refresh contacts, and add notes or activities seamlessly. This service integrates with over 29 different CRM products while also offering features for prospect searches. Depending on the chosen subscription level, teams can access additional functionalities such as LinkedIn Sales Navigator enrichment, bulk or automatic direct-message imports, job-change notifications, saved text snippets, and AI-driven message composition. The platform’s REST API provides capabilities for contact and company enrichment, email validation, people searches, CRM updates, event management, and list operations, and is accessible on the Pro plan. These features collectively enhance the efficiency of sales teams, making prospecting and contact management more streamlined and effective.

Contractzy is an innovative platform that leverages artificial intelligence to facilitate every stage of the Contract Lifecycle Management (CLM) process, enabling organizations to efficiently draft, negotiate, sign, store, and monitor contracts all within a single, cohesive workspace. By introducing intelligent automation, it enhances the entire contracting experience, significantly minimizing manual efforts, removing obstacles, and speeding up the approval process. Users benefit from the ability to generate agreements utilizing tailored templates, user-friendly intake forms, versatile fields, and a sophisticated editor that supports real-time collaboration and version control. The platform features a CORA AI assistant that meticulously examines contracts to detect risky provisions, compliance challenges, and other issues, while also producing concise summaries and extracting essential details from PDFs, images, and scanned files. Additionally, the AI-driven obligation management system effectively identifies key deliverables, payment obligations, milestones, renewal conditions, and compliance standards, providing timely alerts to help avoid missed deadlines. This comprehensive approach ensures that businesses not only streamline their contract management but also enhance their overall operational efficiency.

Alenta AI functions as an online AI sales assistant tailored for businesses seeking to engage prospective customers at any time of the day. Once a business owner submits their website URL, the platform utilizes the site’s content to engage visitors through an interactive chat format. This intelligent agent not only qualifies inquiries but also gathers contact information, captures potential leads, and assists users in scheduling appointments. Companies can seamlessly integrate the agent into their websites via an embedding code, personalize its functionality and design, and monitor interactions and lead information through an online dashboard. Targeted primarily at small to medium-sized service-oriented businesses and agencies that oversee client websites, including various practices and home-service providers, this solution is available through a subscription model, with different tiers that offer various features and usage limitations. Additionally, the flexibility of the platform allows businesses to adapt the agent to meet their specific needs and goals.

MairyAI serves as a cloud-based artificial intelligence receptionist tailored for small enterprises, efficiently managing customer phone interactions, particularly for home-service providers and appointment-oriented teams. This intelligent voice system is programmed to greet incoming calls, introduce itself as an AI assistant, and utilize information approved by the business to engage with callers; it can take messages, direct callers to the appropriate staff member, or even schedule appointments. By integrating with platforms like Google Calendar, Microsoft Outlook, or its own calendar system, it checks availability and can book appointments with designated team members, also ensuring that callers receive email confirmations. Once calls are completed, the dashboard provides insights into call outcomes and detailed written summaries for business analysis. MairyAI is specifically crafted to optimize workflows related to inbound business calls, making it an ideal solution for a variety of service industries, including HVAC, plumbing, electrical work, landscaping, roofing, pest control, and auto repair, ultimately streamlining operations and enhancing customer service experiences. Additionally, the platform continually evolves to adapt to the changing needs of its users, ensuring that businesses remain at the forefront of customer engagement technology.

Threadbox is a comprehensive customer support solution that integrates AI agents with a collaborative help desk system. This platform allows teams to train an AI agent using various resources such as website content, uploaded documents, and Q&A material, which can then be embedded on websites or utilized across messaging and email platforms. The AI agent utilizes this information to provide responses, can interact with configured APIs or webhooks for functionalities like order inquiries and bookings, and seamlessly transfers conversations to human staff when necessary. Additionally, the Threads inbox facilitates ticket assignment, routing, response time objectives, rules, and teamwork. The Help Hub serves as a resource for customers, offering self-service guides and tracking requests, while features like AI-assisted reply generation and analytics enhance staff productivity. Targeted at small and midsize businesses—particularly those in SaaS, e-commerce, and service sectors—Threadbox aims to streamline the management of customer inquiries. It operates on a cloud-based model, providing both free and subscription-based plans to cater to various needs. Overall, Threadbox stands out as a versatile tool for enhancing customer engagement and operational efficiency.

Shopflow serves as a flexible, cloud-driven headless commerce solution tailored for wholesalers, distributors, retailers with multiple locations, and brands catering to both business and consumer clients. It offers a unified workspace to oversee product inventories, customer accounts, tailored pricing structures, orders, quotes, and invoices across various storefronts. The platform facilitates B2B operations, featuring workflows like quote-to-order processes, account-based purchasing, and established credit terms, enabling businesses to seamlessly manage wholesale and retail operations from a single commerce backend. Furthermore, Shopflow provides access to commerce data and functionalities through APIs and webhooks, empowering teams to design custom storefronts and integrate with external business systems effortlessly. This platform also accommodates connections specific to implementation, linking with ERP, accounting, payment, and shipping services, although the extent of integration may differ based on individual project requirements. In essence, Shopflow enhances operational efficiency for diverse business models while supporting the growth of various channels.

Warm AI is a cloud-based tool designed to help B2B sales and marketing teams identify website visitors. This platform pinpoints the companies visiting a website and provides insightful firmographic information, including the pages accessed, frequency of visits, and various intent signals. For visitors based in the United States who meet specific criteria, the tool can also furnish detailed personal data such as names, job titles, LinkedIn profiles, and business email addresses. A simple tracking code is implemented to gather website activity, while real-time notifications enable teams to quickly react to visitor engagement. Furthermore, organizations can easily send company data to HubSpot, receive alerts via Slack or email, and transfer matched contacts to services like HeyReach or Valley. Warm AI also offers an API, webhooks, options for CSV export, visitor filtering, and historical data access, alongside an MCP server that facilitates querying visitor data with compatible AI applications. The primary goal of this service is to empower B2B companies to uncover anonymous web traffic and effectively prioritize their follow-up efforts, thereby enhancing their overall marketing and sales strategies. This innovative solution ultimately streamlines the process of identifying potential leads and maximizing engagement opportunities.

365vox is a voice AI company headquartered in Toronto, with an office in California. We build and run AI voice agents that answer, qualify and route business phone calls for organizations in Canada and the United States. A 365vox agent works as a 24/7 virtual receptionist, an after-hours answering service or overflow support for a busy front desk. It greets every caller, answers questions about the business, captures leads, books appointment requests, takes messages and transfers urgent calls to the right person. Every caller hears that it is an AI and that the call is recorded. Each agent is built for one business and tested before it goes live. Teams manage greetings, questions, rules and escalation paths in the 365vox portal, and see every call with a summary, recording, transcript and analytics. Industries: property management and real estate, healthcare and dental practices, home services (HVAC, plumbing, electrical), law firms, insurance agencies, schools, public agencies and HR teams. Integrations: Google Calendar, Microsoft 365 (Outlook), Acuity Scheduling, HubSpot, Salesforce, Zoho CRM, GoHighLevel, Clio, Cliniko, Buildium, Slack, Microsoft Teams and Zapier. Privacy: a signed Business Associate Agreement before a clinic's first call, call data kept in the customer's own country (Canada or the United States), and no health details in emails. Pricing: $0.75 per minute, billed by the second, with no monthly plan, setup fee or contract. Try it free for 7 days.

Management OS is an online platform designed to enhance revenue intelligence and management for founders, Chief Revenue Officers, and sales leaders. By consolidating data from CRM systems, email, calendars, and conversations, it identifies deal risks, signals for forecasting, context for accounts, opportunities for coaching, and suggested next actions. Leaders benefit from alerts and daily summaries, utilize conversational AI to delve into pipeline inquiries, prepare for client meetings, and leverage generated account strategies and research for effective follow-ups. The platform also includes collaborative workspaces that facilitate revenue discussions, seller training, and regular operational routines for B2B sales teams. Furthermore, Management OS integrates with various CRM, communication, calendar, meeting, and automation tools, offering features such as voice interaction, organizational memory, and proactive recommendations for actions to be taken. Offered as a hosted Software as a Service (SaaS), it includes distinct plans for an AI agent alongside the full application, as well as credits based on usage, ensuring flexibility and scalability for users. In this way, Management OS aims to streamline processes and improve outcomes for sales organizations.

SolarDialer is an AI calling agent that turns a business's old, unworked leads into live conversations. Teams upload leads by CSV or API, or sync them from a CRM, and launch campaigns with their own script and objection answers. The agent greets each lead by name, explains who is calling and why, and asks whether they still want help; anyone interested is transferred live to the closer with a short briefing, and anyone who says "not now" gets a callback at the time they choose. Every call is recorded and transcribed with an AI summary. Before each call it checks the lead's local calling hours, holidays, attempt limits and the do-not-call list. It ships with 50+ ready verticals, from roofing, HVAC and home services to insurance, mortgage and real estate, and works with GoHighLevel, HubSpot, Zoho CRM, Pipedrive, Salesforce, Close, Freshsales, Zapier, Make, n8n and a Lead API. Pricing is per minute with no monthly fee, unanswered calls are free, and every account gets $2 of free calls each month.

Leadpipe functions as a web-based platform designed for identifying website visitors and assessing buyer intent, catering specifically to teams involved in sales, marketing, and revenue operations. By utilizing a tracking pixel, it records visitor interactions and transforms relevant sessions into detailed profiles, which include contact information, company insights, traffic sources, and the specific pages accessed. Teams can analyze this activity through a comprehensive dashboard, enabling them to prioritize follow-up actions and seamlessly integrate records or audiences into various tools like CRMs, sales engagement systems, advertising platforms, Slack, and automation workflows. The platform is equipped with connectors for CRM and outreach applications, as well as options for custom workflows through API, webhook, and MCP integrations. Furthermore, agencies are empowered to oversee multiple client accounts while benefiting from white-label reporting features. While person-level identification is accessible for qualifying U.S. traffic, visitors from the EU and UK are identified at the company level instead. Leadpipe operates as a Software as a Service (SaaS) solution and provides a trial period that is limited to seven days or 500 identified profiles, allowing potential users to experience its capabilities firsthand. This trial period helps teams evaluate the platform's effectiveness in enhancing their marketing and sales strategies.

readywhen is a cloud-based AI assistant designed specifically for small businesses led by owners, facilitating the management of both customer and internal commitments seamlessly. By integrating with popular platforms like Gmail, Google Calendar, Google Meet, Slack, and Notion, it effectively identifies promises, decisions, follow-ups, and deadlines embedded within messages, meeting notes, and various documents. This service creates a comprehensive context surrounding customers, suppliers, ongoing tasks, and previous interactions, while also presenting users with priorities, reminders, and recommended next steps to enhance productivity. Additionally, it can generate drafts for replies, follow-up messages, quotes, and invoice reminders for user review, ensuring that actions await user consent before being executed. A dedicated workspace application offers a centralized location for users to monitor tasks that are due, in progress, or pending approval. Aimed at small business operators, readywhen enhances coordination across familiar email, calendar, chat, meeting, and document tools without necessitating any replacements of those existing platforms, making it a valuable ally for business owners striving for efficiency. Ultimately, readywhen empowers entrepreneurs by streamlining their processes and improving engagement with clients and colleagues alike.

SmartFlowPros is an innovative cloud-based platform designed for email outreach and follow-up, catering specifically to the needs of recruiters, staffing agencies, small sales teams, and various organizations. It seamlessly integrates with Microsoft 365 and Gmail/Google Workspace, enabling users to craft personalized and multi-step email sequences directly from their inboxes. The platform allows for the creation of AI-enhanced email content, the ability to import contacts through CSV files, and the scheduling of follow-ups, while also providing tools to track email opens, replies, and bounce rates. Users benefit from the feature that halts future messages automatically when a recipient interacts by replying or if a message bounces back. Additionally, SmartFlowPros offers a dedicated reply inbox that suggests AI-powered drafts, along with features for warming up emails, checking deliverability, and facilitating team collaboration through workflows. Documentation for CRM synchronization is available for popular platforms like HubSpot, Salesforce, and Pipedrive, and it supports scheduling through Calendly. The platform is particularly useful for various recruiting tasks such as candidate follow-ups and interview notifications, but it also serves effectively for client and prospect outreach initiatives. Accessible via a web application, SmartFlowPros equips users with a comprehensive toolkit for enhancing their email communication strategies.

OwlAgent serves as a cloud-based AI assistant that users can conveniently access via WhatsApp or Telegram. This innovative tool is capable of reading and summarizing emails, drafting responses, locating or relocating calendar appointments, updating CRM entries, managing documents and files, and creating scheduled briefs and reminders across various interconnected platforms, including Gmail, Outlook, Google Calendar, HubSpot, Attio, Notion, Google Drive, and Slack. Users have the ability to authorize each connection through the respective service's login and can revoke access at any time if desired. OwlAgent maintains a record of its activities, reports any unsuccessful attempts, and seeks user approval before dispatching messages or implementing specific modifications. Tailored for entrepreneurs, independent contractors, and small teams, it efficiently manages routine communications and business tasks through chat, eliminating the need for complex automation processes or a dedicated OwlAgent application. The service operates within the EU and communicates in the language preferred by the user, ensuring a personalized experience. Additionally, its seamless integration across multiple platforms enhances productivity and streamlines workflow for users.

Maverick serves as a personal AI assistant accessible directly through iMessage, eliminating the need for a separate app or account creation. Users can utilize it to plan events, make reservations, conduct research, organize schedules, establish reminders, and manage follow-ups; it can even be added to group chats to assist with coordinating activities. Furthermore, it allows for the integration of supported third-party applications for tasks like retrieving information or updating databases. According to Maverick, it ensures user consent before sending messages, confirming bookings, or processing payments, and can adapt to changes in plans or tasks by providing follow-ups. The Free beta plan offers functionalities such as iMessage usage, participation in group chats, and approval notifications, whereas the Pro plan expands capabilities to include 500 tasks per month, connectivity with 20 apps, continuous memory retention, and the ability to schedule tasks. Designed primarily for personal use, Maverick is not intended for commercial purposes and aims to streamline day-to-day activities through smart assistance. This innovative feature set positions it as a versatile tool for enhancing productivity in a seamless manner.

ValueRamp is an online platform tailored for B2B SaaS teams that streamlines customer success by overseeing post-sale interactions, starting from the transition from sales to onboarding, through product usage, renewals, and efforts to recover lost customers. It consolidates account history, health metrics, and renewal details into a single record. Users can design onboarding strategies using customizable, versioned templates, set milestones and tasks, and offer customers a portal to view their plans and pending tasks. The platform integrates seamlessly with various systems such as CRM, messaging apps, calendars, meeting tools, knowledge bases, and product usage analytics, and it generates account summaries, adoption guidance, health assessments, and churn analysis. Additionally, its AI assistant formulates responses and outlines next steps for team review instead of dispatching them automatically. Financial tools within the platform monitor Annual Recurring Revenue (ARR), invoices, and renewal values in conjunction with account records. ValueRamp is designed for onboarding and customer success managers, team leaders, finance professionals, and B2B SaaS clients, ultimately enhancing their operational efficiency and customer engagement. With these comprehensive capabilities, ValueRamp aims to empower teams to foster stronger relationships with their customers while ensuring a seamless experience throughout the customer journey.

Rerun serves as a cloud-based platform designed for the development and management of AI agents, known as Coworkers, which are responsible for executing routine business operations. Users can designate specific tasks for each Coworker, integrate various business applications or MCP servers, supply necessary instructions and files, and then execute work either on demand, according to a set schedule, or triggered by specific events. Each workspace operates on its own dedicated cloud server, which includes persistent storage for files, memory, and databases, enabling tasks to persist even when users are not online. Collaboratively, teams can share these workspaces, track agent performance, and address inquiries or approval requests as they arise. Coworkers possess the capability to navigate the internet, utilize integrated tools, collaborate with one another, and undertake various assignments such as email management, lead generation, CRM updates, content creation, and following up on invoices. This service primarily targets agencies, SaaS-focused teams, small enterprises, and entrepreneurs who wish to delegate repetitive tasks in sales, marketing, and operational activities. Furthermore, users can access and manage their workspaces through any web browser, including those on mobile devices, providing flexibility and convenience. The platform's versatility makes it a valuable resource for enhancing productivity and streamlining workflows in diverse business environments.

FUNEL serves as a web-based workspace designed for B2B sales intelligence and outreach, catering to sales teams, founders, recruiters, and agencies. It empowers users to establish ideal customer profiles, uncover individuals and organizations through both professional and public business data, and create targeted lead lists based on various criteria such as job roles, industries, company sizes, locations, followers of competitors, engagement with posts, and employment backgrounds. Additionally, users can enhance their records with verified email addresses, detailed company information, work histories, and AI-generated insights, while conveniently organizing prospects in a format similar to spreadsheets. The platform facilitates multi-step email campaigns dispatched from the user’s own mailbox and allows for LinkedIn outreach directly from their account, featuring features for reply tracking and campaign oversight. Teams have the ability to track newly identified prospects, export valuable data, and integrate AI assistants via its Model Context Protocol server for streamlined operations. Moreover, FUNEL operates on a credit-based system, offering flexible pay-as-you-go credits alongside monthly or annual subscription options, ensuring users can choose a plan that best suits their needs. By providing these comprehensive tools, FUNEL ultimately enhances the efficiency and effectiveness of outreach efforts for its users.

LumenGrow is an innovative platform that operates in the cloud, designed specifically for founders, small sales teams, and agencies, focusing on prospecting, sales intelligence, and outbound strategies. Users can compile a watchlist of target companies or utilize a CSV import feature to effectively track website activity, hiring trends, and technological shifts that signal potential buying opportunities. The prospect search functionality allows users to discover contacts, enhance and validate their records, and evaluate prospects based on a predefined ideal customer profile. Additionally, the platform's rules enable contacts to be automatically enrolled in multi-step email campaigns, utilizing AI-driven research and tailored opening lines; emails are dispatched through connected accounts, with automated follow-ups ceasing when replies are received. A comprehensive CRM timeline and deal pipeline facilitate the monitoring of signals, communications, responses, tasks, and various deal stages, and it includes lead synchronization for popular services such as HubSpot, Salesforce, and Pipedrive. The platform provides a free Starter plan along with different subscription tiers, a public API, webhooks, and unlimited email sending capabilities, while contact data and AI operations are managed using monthly credits, ensuring flexibility for users. This versatile service empowers businesses to streamline their sales processes and enhance their outreach efforts effectively.

Sam serves as a cloud-based AI sales assistant tailored for founders, consultants, agencies, and B2B sales teams. It aids users in pinpointing and assessing potential prospects, crafting individualized outreach strategies, managing LinkedIn and email campaigns, following up with contacts, and drafting responses for human verification. Users can articulate their ideal target audience, import LinkedIn Sales Navigator lists or saved searches, and share their business context and writing preferences to customize their messages effectively. Accessible via its web application and compatible with Claude or ChatGPT, Sam integrates seamlessly with Gmail and Outlook, syncs with selected CRM platforms, and connects with automation services to streamline processes. Before sending, users have the opportunity to approve prospect lists, campaign launches, and each crafted reply. Additionally, monthly subscription plans come with a 14-day free trial, allowing users to explore its features without commitment. This flexibility ensures that users can tailor their experience to better meet their sales needs.

Reachkit is an online platform designed for orchestrating B2B cold email campaigns effectively. By allowing users to outline their offerings and target demographics, the platform's AI-driven campaign creator can generate a comprehensive multi-step email sequence and identify relevant prospects. The Lead Finder feature scours business profiles to compile leads complete with verified email addresses. Campaigns can be executed through integrated Gmail or Outlook accounts, offering capabilities such as inbox warmup, email rotation, scheduling, A/B testing, and managing replies through a collaborative Unibox. This Unibox not only organizes incoming responses but also has the ability to halt follow-ups based on the feedback received. Additionally, Reachkit offers tools for both lead and campaign oversight, and those who opt for the premium Scale plan benefit from advanced features like an integrated CRM, API access, webhooks, and connections to other CRMs. The platform is particularly beneficial for founders, freelancers, agencies, and sales teams engaged in outbound prospecting efforts. Furthermore, it seamlessly integrates with various services, including Google Workspace, Microsoft 365, HubSpot, Slack, Zapier, GoHighLevel, Zoho, Odoo, Claude, and ChatGPT, enhancing its utility in the sales process. This comprehensive approach ensures that users can maximize their outreach efforts efficiently.