Skip to content

CRM & Pipeline Management

Customer relationship management and automated pipeline workflows

7 tools available

CRM & Pipeline Management Tools

Sort by:
Clari logo

Clari

Paid

Custom pricing

Price verification date not recorded

Revenue platform for sales forecasting, pipeline inspection, deal review and revenue analytics. Combines CRM and activity data to help teams review pipeline risks and forecast assumptions.

No external rating recorded

Key Features:

AI-driven revenue forecasting and rollupsPipeline inspection with Flow and Trend analyticsRevDB — unified revenue data lake across all GTM toolsRevenue leak detection and analytics+4 more

Free plan · Paid from $7/seat/mo · annual commitment

Price checked Sep 5, 2026

All-in-one CRM + email sequences for SMB/mid-market

G2 4.4/5 ↗ · 14,355 reviewsChecked
Capterra 4.5/5 ↗ · 506 reviewsSource snapshot checked Saved source copy; current rating may differ.

Key Features:

Email sequencesTask managementCall trackingReporting+1 more
Monaco logo

Monaco

Paid

Custom pricing

Price verification date not recorded

AI-native all-in-one revenue platform for startups that replaces legacy CRM with AI agents and embedded human sales experts to manage the full sales motion from prospecting to revenue conversion.

No external rating recorded

Key Features:

AI-native CRM with auto-logged interactionsTAM builder with buying-signal detectionAI outbound agents for automated sequencesMeeting notetaker with auto CRM updates+2 more

From $14/seat/mo · annual commitment

Price checked Sep 5, 2026

Lightweight CRM with kanban pipeline view

G2 4.3/5 ↗ · 5,070 reviewsChecked
Capterra 4.5/5 ↗ · 3,062 reviewsSource snapshot checked Saved source copy; current rating may differ.

Key Features:

Kanban pipelineLead/deal managementAutomation workflowsReporting+1 more

Free - $650/user/mo; usage-based

Price verification date not recorded

Agentic AI platform for building, deploying, and managing autonomous AI agents across the Salesforce ecosystem. Agents can reason, plan, and execute multi-step workflows — resolving customer cases, qualifying leads, scheduling field service, and generating quotes with minimal human oversight. Evolved from Einstein Copilot, now at Agentforce 360 with multi-model support (OpenAI, Anthropic, Google), voice capabilities, and cross-system orchestration via MuleSoft.

G2 4.3/5 ↗ · 1,696 reviewsChecked
Capterra 5.0/5 ↗ · 1 reviewSource snapshot checked Saved source copy; current rating may differ.

Key Features:

Autonomous AI agents that reason, plan, and execute tasksAgent Builder — low-code/no-code agent creation with Flows, Prompts, and ApexAtlas Reasoning Engine — multi-model support (OpenAI, Anthropic, Google Gemini)Agentforce Voice — natural voice conversations across channels+6 more

Add-on to Sales Cloud; quote-based (third-party sources report from about $50/user/mo)

Price checked Sep 5, 2026

Salesforce's AI layer for Sales Cloud (Einstein and Agentforce): predictive lead and opportunity scoring, forecasting, activity capture and generative assistants, sold as add-ons or included in Core and higher editions.

G2 4.3/5 ↗ · 710 reviewsVerification date not recorded

From $25/user/mo · annual commitment

Price checked Sep 5, 2026

CRM core platform for sales pipelines, forecasting, and automation

G2 4.4/5 ↗ · 23,200 reviewsVerification date not recorded
Capterra 4.4/5 ↗ · 18,811 reviewsSource snapshot checked Saved source copy; current rating may differ.

Key Features:

Sales pipelinesForecastingWorkflow automationReporting dashboards+1 more