Top 50 Customer Relationship Management - Series B

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.

Rinsed provides a customer relationship management platform specifically designed for the car wash industry, integrating directly with existing point-of-sale systems to centralize customer data and marketing tools. The software addresses high membership churn and low online sales by enabling car washes to manage memberships effectively, reduce cancellations by 20%, and increase online sales by tenfold.

Insightly provides a cloud‑native CRM that combines contact management, pipeline tracking, marketing automation, ticketing and project management in a single data repository. Its low‑code AppConnect hub offers 500+ pre‑built connectors and a drag‑and‑drop workflow builder, while AI Copilot automates record updates, email summarization and lead scoring. Real‑time dashboards, role‑based security and SOC 2, GDPR, HIPAA compliance support SMB and mid‑market teams across sales, marketing, operations and product functions.

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.

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.

The startup offers a cloud-based customer engagement management software that integrates live agents and artificial intelligence to manage incoming and outgoing communications across multiple channels, including calls, web chats, SMS, and social media. This solution enables small and medium-sized businesses to efficiently capture leads, schedule appointments, and process payments, ultimately enhancing customer relationships and driving growth.

Datarize provides a CRM platform that simplifies data analysis and marketing automation for e-commerce businesses, enabling users to launch targeted campaigns within minutes. By integrating metadata and automating creative generation based on customer behavior, Datarize helps online stores increase revenue by an average of 8%.

Majoo provides an all-in-one business management application that integrates online point-of-sale, inventory tracking, and customer relationship management features for small and medium-sized enterprises. This platform enables businesses to streamline operations, reduce costs, and enhance decision-making through real-time data analysis and automated processes.

The platform aggregates data from CRMs, marketing automation, ad networks and intent providers into a single, real‑time account view. It normalizes and enriches this data, applies AI‑driven scoring to rank accounts, and automates multi‑channel outreach sequences with alerts and analytics dashboards. Integrations include pre‑built connectors, API, and SSO for secure enterprise deployment.

Shortcut provides a customizable CRM solution for financial consultants, automating email communications, calendar invitations, and regulatory documentation management. This platform reduces administrative burdens and enhances sales efficiency by streamlining lead organization and compliance processes, saving users significant time and resources.

Proton.ai is an AI-powered CRM designed specifically for distributors, integrating with existing ERP and eCommerce systems to centralize sales data and automate routine tasks. The platform enhances sales efficiency by providing actionable insights for upselling and cross-selling, enabling teams to focus on high-impact customer interactions.

CrossEngage is a customer data engagement platform that integrates a Customer Data Platform (CDP) with real-time cross-channel campaign management to enhance customer relationships and drive profitability. The platform enables businesses to efficiently manage first-party customer data, create predictive models, and execute targeted marketing campaigns, addressing the challenges of data silos and ineffective customer engagement strategies.

The startup offers a cloud-based platform that integrates sales, marketing, and customer service tools to enhance team collaboration and streamline workflows. By providing real-time visibility into operations, the platform enables businesses to improve customer relationships, increase sales efficiency, and optimize revenue generation.

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.

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.

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.

WebEngage provides a full‑stack customer engagement platform that unifies data from CRM, analytics and event streams into a single customer profile. It offers real‑time micro‑segmentation, a visual journey designer and omnichannel campaign automation across email, SMS, WhatsApp, push and retargeting, plus on‑site and in‑app personalization and analytics for retention and revenue optimization. The solution includes enterprise‑grade security and compliance for mid‑size to large enterprises in e‑commerce, ed‑tech, BFSI, D2C, gaming and travel.

Provides an AI-powered sales platform that analyzes CRM and communication data to deliver real-time insights, automate MEDDIC analysis, and sync activities back to Salesforce. By identifying key selling behaviors and providing actionable recommendations, it helps sales teams improve pipeline management, increase win rates, and optimize rep performance.

Batch offers a unified Customer Engagement Platform (CEP) that streamlines omnichannel campaign execution for CRM teams. It consolidates user profiles and facilitates precise messaging across email, mobile push, web push, and in-app channels through real-time data infrastructure and modern orchestration tools.

Base is a customer marketing platform that automates customer reference management, advocacy programs, and referral campaigns to enhance customer engagement and retention. By analyzing customer lifecycles and activities, it enables businesses to optimize upsell and cross-sell opportunities while providing measurable results for marketing efforts.

FieldPulse is a field service management application that integrates scheduling, dispatch, and customer relationship management into a single platform, accessible on iOS, Android, and web. It enables mobile service businesses to streamline operations, improve technician efficiency, and enhance customer interactions, resulting in measurable increases in sales and productivity.

Scratchpad provides an AI-driven platform that automates data entry and monitors CRM hygiene within Salesforce, enabling sales teams to maintain accurate and complete records effortlessly. By streamlining workflows and reducing manual tasks, Scratchpad enhances sales execution and improves forecasting accuracy, addressing the common issue of poor data quality in CRM systems.

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.

Pocus provides an AI‑driven prioritization platform that aggregates internal CRM, communication, and product usage data with external intent signals into a unified knowledge graph. The system scores accounts and contacts in real time, delivers a daily intelligent inbox with recommended next steps and AI‑generated outreach scripts, and integrates directly into existing CRMs and sales engagement tools. This automation reduces manual research time and helps B2B sales teams focus on high‑intent opportunities.

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.

RightBound is a sales platform that utilizes AI-driven data enrichment to provide accurate and up-to-date B2B contact information directly within CRM systems. This technology addresses the challenge of incomplete prospect lists and outdated records, enabling sales teams to identify new decision-makers and increase meeting bookings by threefold.

The startup provides a health technology platform that integrates community engagement, commerce systems, and customer relationship management tailored for health and medicine businesses. This platform enables seamless connectivity and operational efficiency within healthcare services, addressing the fragmentation in health service delivery and infrastructure.

Endgame provides a platform that aggregates and analyzes data from various sources, including CRM, emails, and user behavior, to deliver real-time insights on account readiness and engagement. This enables sales teams to prioritize high-potential prospects and take informed actions, enhancing conversion rates and driving revenue growth.

Bushel provides integrated software solutions that connect data, people, and processes for farmers and agribusinesses, enhancing workflows in grain management, ag retail, and farm operations. By digitizing payments, streamlining customer relationship management, and improving operational efficiency, Bushel helps agribusinesses increase productivity and profitability.

AdvisorEngine is a wealth management platform that provides investment advisors with tools for portfolio management, client relationship management, and digital onboarding, enabling efficient data consolidation and performance reporting. The platform addresses the challenges of operational inefficiency and client engagement in financial advisory firms by streamlining workflows and enhancing the client experience.

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.

Revinate offers a data platform and guest communication suite for hotels to enhance guest relationships and maximize direct revenue. It unifies guest data and enables personalized engagement across email, SMS, and voice channels to drive direct bookings and improve guest satisfaction.

The startup offers an AI-powered sales productivity platform that consolidates and analyzes customer data to enhance sales team efficiency. By automating the creation of personalized communications and tracking customer interactions, the platform enables sales teams to make informed decisions and improve engagement outcomes.

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.

UserGems is an AI-driven platform that utilizes relationship data and trigger events to identify high-potential buyers, enabling sales teams to focus on the most promising leads. By automating workflows and providing personalized messaging suggestions, it enhances outreach efficiency and increases conversion rates for businesses.

The startup offers a customer portal that digitizes service management and provides a centralized platform for property information, enabling businesses to facilitate direct communication with customers. This solution enhances productivity and customer satisfaction by allowing users to access essential information and support at any time.

Yupp AI provides an AI‑powered platform that unifies customer interactions across web chat, email, SMS, WhatsApp, Facebook Messenger and in‑app messaging. Its NLP models deliver real‑time, context‑aware responses and trigger automated workflows that update CRMs, create tickets, and call third‑party APIs, while a built‑in analytics dashboard tracks engagement KPIs. The solution integrates via REST APIs and SDKs and meets GDPR/CCPA compliance for mid‑size to large enterprises.

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.

Courier Health offers a purpose-built patient CRM platform that enables biopharma organizations to manage the entire patient journey, from initial awareness to therapy adherence. The platform provides real-time visibility and compliant coordination of patient data, significantly reducing time-to-start and improving consent capture rates.

Ohi enhances post-purchase customer engagement through real-time order tracking and personalized communication strategies. This approach reduces cart abandonment and increases customer retention, driving measurable growth for brands.

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.

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.