Top 50 Customer Relationship Management - Late Stage

The startup provides customer relationship management (CRM) systems and analytics tools that enable retail and major brands to enhance customer engagement and retention. By offering market research services, the company helps businesses gain insights into customer behavior, improving satisfaction and loyalty.

Attio is a customizable CRM platform that integrates data from various sources, automates complex workflows, and provides real-time reporting to enhance sales engagement and operational efficiency. It addresses the challenge of fragmented customer relationship management by offering a unified system that adapts to specific business models and scales with organizational growth.

The startup offers a customer relationship management platform that integrates with major ERPs and e-commerce systems via WeblinkAPI to provide targeted discounts to customers. This approach enables retailers to enhance profitability by increasing sales volume and effectively managing fixed costs.

Creatio provides a no-code platform that automates customer relationship management (CRM) and enterprise workflows using visual design tools and native AI capabilities. This solution enables businesses to streamline operations and enhance customer engagement without requiring extensive coding knowledge.

Zeta provides technology and marketing services that utilize data analytics and customer relationship management tools to enhance customer acquisition and retention strategies. By optimizing engagement through targeted campaigns, Zeta helps brands improve customer loyalty and increase lifetime value.

Kustomer is an omnichannel CRM platform that integrates AI agents to automate customer service interactions across various channels, including voice, chat, and email. This technology enables businesses to efficiently handle inquiries, reduce response times, and enhance customer satisfaction while maintaining a single pricing model based on conversation volume.

The startup offers an artificial intelligence-native platform that integrates data analytics and machine learning to enhance product development and customer service. Its developer-centric customer relationship management software enables teams to efficiently build and support products, significantly increasing productivity for clients.

Marigold provides AI-powered relationship marketing solutions that utilize zero-party data to enhance customer acquisition, engagement, and loyalty. By enabling brands to understand and communicate effectively with their audiences, Marigold helps businesses maximize customer lifetime value and reduce churn.

Cere Network provides a blockchain-based CRM ecosystem that captures and stores customer journey data, including purchases and achievements, directly in user wallets. This platform addresses the challenges of data centralization by enabling secure, decentralized data management and automation for AI and Web3 applications.

SevenRooms is a guest experience and retention platform that utilizes a unified CRM and automated marketing tools to enhance guest personalization and operational efficiency in the hospitality industry. By consolidating guest data and streamlining reservation management, it helps restaurants increase revenue and foster customer loyalty.

Zenoti provides cloud-based management software tailored for the spa and salon industries, enabling streamlined appointment scheduling, inventory management, and customer relationship management. This platform enhances operational efficiency and improves client engagement, addressing the challenges of manual processes and fragmented systems in service-based businesses.

CleverTap offers an all-in-one customer engagement platform that utilizes AI-driven analytics to create personalized experiences across customer lifecycles, enabling businesses to optimize retention and maximize customer lifetime value. The platform integrates data from various sources to provide real-time insights, allowing brands to tailor interactions and improve decision-making for enhanced customer loyalty.

GetCourse is a cloud-based platform that integrates learning management systems (LMS), customer relationship management (CRM), and payment processing to facilitate the creation and sale of online courses and training programs. It addresses the need for a unified solution that streamlines course management, marketing, and payment collection, enabling educators to efficiently engage with students and optimize revenue generation.

People.ai is an AI platform that automates the capture of sales activities and enriches CRM data to provide revenue teams with actionable insights. By eliminating data silos and enhancing visibility into customer interactions, it enables sellers to improve engagement and close deals more efficiently.

JobNimbus is a CRM and project management platform specifically designed for roofing and construction professionals, enabling them to manage customer contacts, job statuses, and payments in one application. The software enhances operational efficiency by automating workflows and providing real-time visibility into project progress, helping contractors reduce administrative burdens and improve team communication.

Iterable is an AI-powered customer communication platform that enables businesses to create personalized marketing campaigns across multiple channels, including email, SMS, and in-app messaging. By utilizing real-time data, it allows companies to build individualized customer relationships and automate dynamic marketing journeys, enhancing engagement and conversion rates.

LiME is a mobile application that provides freelance hairdressers with a comprehensive customer management system, integrating features such as appointment scheduling, client record management, and sales reporting. By streamlining these processes into a single platform, LiME addresses the inefficiencies and complexities of managing client interactions and bookings in the beauty industry.

Planhat is a customer platform that consolidates and analyzes data from various sources to enhance customer engagement and retention across sales, service, and success teams. By providing a unified control center, it enables organizations to streamline operations and make data-driven decisions, ultimately improving customer lifetime value.

Clari provides an Enterprise Revenue Orchestration platform that consolidates CRM, email, calendar and other revenue signals into a unified, real‑time database. Its AI‑driven RevAI agents autocapture activity, score opportunities and generate automated forecasts, while the Guide AI Action Hub delivers prescriptive next‑step recommendations for sales, RevOps, marketing and finance teams. The solution includes integrated analytics, role‑based security and native integrations with Salesforce and ERP systems.

Tome is an AI assistant that automates account research, meeting preparation, and follow-up processes for enterprise sales teams by training custom language models on a company's sales methodology and CRM data. This technology enables sales representatives to engage more effectively with key decision-makers, streamline their outreach, and optimize their sales playbook for faster deal closures.

Brevo provides a cloud‑native, API‑first platform that combines email, SMS, push notifications and CRM into a single interface, enabling mid‑size e‑commerce, SaaS and agency teams to design, schedule and automate multi‑channel campaigns. Real‑time contact synchronization, advanced segmentation and built‑in compliance tools ensure consistent personalization, accurate measurement and data‑security across all outreach channels.

Jobber provides a cloud‑based field service management platform that combines CRM, scheduling, dispatch, quoting, invoicing and online payment into a single web and mobile interface. The system automates lead capture, generates estimates, tracks job performance with real‑time analytics, and offers AI‑driven receptionist and predictive upsell tools to reduce administrative work. Open APIs and a marketplace of integrations keep data synchronized with accounting, marketing and payroll applications for small‑to‑mid‑size home‑service companies.

Amperity provides a customer data management platform that ingests and standardizes raw data from various sources, creating a unified customer profile enriched with attributes like lifetime value. This enables businesses to enhance marketing performance and gain accurate insights, ultimately improving customer engagement and experience.

Introhive offers an AI-powered Client Intelligence Platform that automates the capture and enrichment of client data, providing actionable insights into relationship networks. This technology addresses the challenges of fragmented client information and manual data entry, enabling B2B enterprises to enhance lead generation, improve win rates, and increase productivity.

The startup develops a contact center technology platform that enhances customer experience management for retail, finance, and telecom sectors. By optimizing business-to-customer communication, the platform enables clients to effectively implement digital transformations and improve service efficiency.

Dooly is a sales enablement platform that automates note-taking and data synchronization with Salesforce, significantly reducing administrative tasks for sales representatives. By streamlining deal management and improving CRM data accuracy, Dooly enhances sales productivity and ensures efficient handoffs between teams.

MoEngage is a cross-channel customer engagement platform that utilizes AI-driven insights and real-time data analytics to provide a comprehensive 360-degree view of customer behavior. It enables consumer brands to deliver personalized marketing communications across multiple channels, addressing the challenge of fragmented customer interactions and enhancing engagement and retention.

The startup offers a co-sell management platform that enables ecosystem leaders to collaborate with strategic partners on sales deals and manage shared pipelines through integrated CRM functionalities. This solution enhances revenue growth by facilitating co-sell referrals and providing real-time performance tracking on a live dashboard, streamlining joint marketing efforts.

CleverTap offers a customer engagement platform that consolidates user data to enable real-time segmentation and multi-channel campaign orchestration, including push, email, and in‑app messaging. Its CleverAI engine provides prescriptive insights to optimize campaigns and increase customer lifetime value.

Placester provides a cloud‑based, no‑code website builder for real‑estate agents and brokerages, offering drag‑and‑drop templates with built‑in IDX integration that pulls listings from over 600 MLSs and updates every 15 minutes. The platform includes a native CRM for lead capture, drip campaigns, automated routing, live‑chat, and SEO tools, plus integrations with popular third‑party services. It also features a centralized admin console for managing multiple agent sites and branding without developer involvement.

Toast offers a cloud‑native platform that unifies point‑of‑sale, back‑of‑house operations, guest relationship management, and digital storefronts for restaurants and retail merchants. The system includes proprietary hardware with offline fallback, integrated payment processing, and AI‑driven analytics for inventory, labor and sales optimization, plus multi‑location management tools under a single subscription.

Xentral provides a cloud‑native ERP that unifies order management, inventory control, CRM, purchasing, logistics and financial accounting for SMEs and fast‑growing retailers. The platform offers pre‑built integrations with major e‑commerce channels and a no‑code workflow engine, delivering real‑time stock synchronization, automated invoicing and compliance‑ready bookkeeping. Mobile barcode‑driven inventory apps and an open API enable fast fulfillment and extensible customisation.

Fresho is a wholesale food order management platform that enables fresh food suppliers and their customers to manage online ordering, picking, invoicing, and payments within a closed marketplace. This system addresses inefficiencies in the food supply chain by automating order management and enhancing customer relationships for over 50,000 venues.

Salesloft provides an AI‑powered Revenue Orchestration Platform that unifies sales engagement, revenue intelligence, and deal management in a cloud‑native environment. The platform uses AI agents to triage leads, surface buyer signals, and generate outreach content, while real‑time conversation intelligence and predictive forecasting improve pipeline hygiene and quota accuracy. Integrated connectors and an open API marketplace synchronize data across CRM, email, dialer, and calendar systems for consistent, compliant reporting.

The startup offers a cloud-based platform that integrates digital sales management and customer engagement tools specifically for automotive retail. This solution enables car dealers to enhance operational efficiency, increase revenue through personalized upsell opportunities, and maintain compliance while improving customer retention.

Virtuous Software offers a responsive fundraising platform that integrates nonprofit CRM, fundraising automation, and data intelligence to enhance donor engagement and retention. By personalizing donor interactions and automating outreach based on donor behavior, the platform helps nonprofits increase giving and streamline their fundraising efforts.

Toast provides a cloud‑native platform that combines point‑of‑sale, payment processing, kitchen display, inventory, payroll, and guest relationship management on commercial‑grade hardware. The SaaS suite offers real‑time sales dashboards, AI‑driven assistance, and integrations with over 200 third‑party services to streamline operations for multi‑location restaurants and retail operators. 24/7 support and offline mode ensure continuous service.

Maast provides a money-as-a-service platform that integrates payment processing, banking services, and loan offerings directly into software applications. This solution enables businesses to enhance customer relationships and create new revenue streams while minimizing the complexities of compliance and operational management.

This startup develops cloud-based software that integrates digital ordering, personalized marketing, and customer engagement tools for restaurant brands. By utilizing machine learning models, the platform enhances the guest experience and enables restaurants to deliver tailored services that increase customer satisfaction and loyalty.

Provides a cloud-based management platform for fitness, wellness, and beauty businesses to streamline scheduling, payments, and client engagement. By centralizing operations and integrating tools like staff management and marketing automation, it helps businesses increase efficiency, retain clients, and grow revenue.

Commsor is a community operating system that utilizes network intelligence to identify and manage warm introductions within a company's existing network of investors, advisors, and customers. This platform enhances sales pipelines by increasing conversion rates through targeted referrals, significantly improving the efficiency of outreach efforts.

Demandbase provides an AI‑driven pipeline platform that unifies first‑party and third‑party data into a live account view, enriches it with intent scores and buying‑group mapping, and recommends next‑best actions. The solution automates personalized multi‑channel campaigns across marketing, sales and advertising, including web personalization and a native B2B DSP, and integrates via open APIs with CRM, MAP and sales engagement tools.

Movable Ink provides an autonomous marketing platform that uses AI decisioning and a no‑code studio to generate real‑time, personalized creative—such as layered images, live pricing, and copy—based on data from CRM, e‑commerce and third‑party sources. The platform renders assets in a cloud pipeline and delivers them through email, mobile push, SMS/WhatsApp, and web integrations, allowing enterprise marketers to scale one‑to‑one experiences while reducing production effort and increasing conversion lift.

Stella Automotive AI provides a customer engagement platform that utilizes artificial intelligence to manage inbound communications for automotive dealerships. By automating call handling and service bookings, it enhances operational efficiency and improves customer satisfaction while integrating seamlessly with existing dealership software.

Edify provides an AI-powered business communications platform that integrates workflow and customer journey orchestration to enhance employee and customer experiences. The platform addresses the challenges of siloed technology and fragmented customer data, enabling seamless communication and engagement across all channels.

CSG offers an integrated Customer Communications Management (CCM) platform for Property & Casualty insurers. It automates the creation and delivery of policy documents and customer communications across print, email, and SMS, streamlining operations and enhancing policyholder engagement.

Gupshup provides a conversational messaging platform that enables businesses to engage customers through AI-driven interactions across over 30 messaging channels. By automating customer support, marketing, and sales processes, Gupshup helps companies enhance customer experience and drive revenue growth while managing over 10 billion messages monthly.

AppDirect offers a cloud-based platform that enables businesses to efficiently sell and manage software subscriptions through streamlined billing and customer management tools. This solution addresses the complexities of subscription management, allowing companies to enhance revenue tracking and improve customer retention.

Parloa is a conversational AI platform that automates customer service across various channels, utilizing AI agents to engage customers in natural, personalized conversations. The platform enhances customer satisfaction and loyalty while providing enterprises with tools for quality assurance, data isolation, and compliance management.

Affinity is a relationship intelligence platform that utilizes automation, data enrichment, and artificial intelligence to help private capital investors efficiently find, manage, and close deals. By centralizing relationship data and providing actionable insights, Affinity eliminates the need for manual data entry and enhances collaboration across teams.