Close Deals & Manage Relationships

Better Proposals helps you create, send, and track professional business proposals in minutes. Instead of emailing PDF attachments, you send clients a web link to an interactive proposal where they can read, sign, and pay — all in one place. It is built for freelancers, agencies, and small businesses who want to close deals faster without spending hours on formatting. The platform offers 200+ templates, a content library for reusing sections, interactive pricing tables, and real-time tracking that shows when clients open, read, and forward your proposals. Built-in payment collection through Stripe, PayPal, and GoCardless means you get paid right when the deal closes. Better Proposals starts at $13/user/month (annual) or $19/user/month (monthly), with a 14-day free trial.

Efficy is a highly flexible, European-based CRM solution designed to adapt to your business processes rather than forcing you to adapt to the software. Its standout feature is its modularity, allowing enterprises to activate specific features for sales, marketing, and project management as needed, creating a truly custom-fit environment. Users often ask if it is GDPR compliant, and given its European roots, it is one of the safest bets for data privacy and sovereignty on the market. The platform integrates email marketing and gamification directly into the CRM, reducing the need for disparate tools. For businesses scaling in the EU or those needing a centralized database that handles complex relationships, Efficy provides a robust, all-in-one ecosystem that automates follow-ups and centralizes customer data effectively.

Drift (now part of Salesloft) is the pioneer of "Conversational Marketing." It replaces static lead forms with intelligent chatbots that engage website visitors in real-time. Its "Drift Intel" feature deanonymizes traffic, identifying which company a visitor works for and routing them to the correct sales rep immediately. If a VIP account visits your pricing page, Drift can alert the account owner instantly. It focuses on shortening the sales cycle by allowing qualified leads to book meetings directly into a rep's calendar 24/7. For B2B companies, Drift transforms the website from a digital brochure into an always-on lead generation machine that qualifies prospects before a human ever has to step in.

Salesloft is a leading sales engagement platform that orchestrates the entire selling process. Its core engine is "Cadences," which allows sales leaders to build multi-channel workflows (email, phone, LinkedIn) that guide reps on exactly what to do next with every prospect. A unique innovation is "Rhythm," an AI engine that prioritizes a rep's daily task list based on buyer signals—for example, if a prospect just opened a contract, that call gets moved to the top of the list. For B2B revenue teams, Salesloft eliminates the guesswork of "who do I call today?" and ensures that every lead is worked consistently, maximizing pipeline velocity and conversion rates.

Cognism is a premium sales intelligence platform that specializes in providing compliant B2B contact data. While many competitors focus on the US market, Cognism distinguishes itself with its strict adherence to GDPR, making it the safest choice for companies prospecting in Europe. Its unique feature is "Diamond Data," a service where contacts are manually verified by human agents to ensure phone numbers are active and correct, drastically reducing the time sales reps waste on dead dials. It also offers "Intent Data" powered by Bombora, identifying companies that are actively searching for your services. For high-velocity sales teams, Cognism provides the fuel for cold outreach. It integrates seamlessly with Salesforce and Outreach, ensuring that your pipeline is filled with high-quality, actionable leads that are legally compliant and ready to be engaged.

ZoomInfo is the premier B2B database for sales and marketing teams, offering access to over 100 million company profiles. Its "Intent Data" feature is a massive differentiator; it tracks consumption patterns across the web to identify which companies are actively researching solutions like yours before they even fill out a form. Does it integrate? Yes, it features "Form Complete," which allows you to shorten your web forms to just an email address, with ZoomInfo filling in the rest of the data automatically. For sales teams, this tool eliminates cold calling in the dark. By providing direct dial numbers and organizational charts, it allows reps to bypass gatekeepers and reach decision-makers at the exact moment they are ready to buy.

Lusha is a B2B sales intelligence platform designed to help sales professionals find accurate contact information for their prospects. It operates primarily as a browser extension that overlays on social media profiles and company websites to reveal verified emails and direct phone numbers. Is it legal and compliant? This is the most common question regarding contact scrapers. Lusha emphasizes strict adherence to GDPR and CCPA regulations, ensuring that the data provided is sourced ethically. For sales teams looking to scale their outreach, Lusha integrates directly with major CRMs. This automation allows representatives to enrich their lead databases instantly without manual data entry, significantly shortening the time between identifying a prospect and making the first contact.

Clearbit is a B2B data enrichment platform (recently acquired by HubSpot) that turns anonymous website traffic into identifiable company profiles. Its "Reveal" API identifies the IP address of your visitors and tells you which companies are browsing your site in real-time. How does it help automation? Its "Forms" feature automatically shortens lead forms. When a user types their email, Clearbit fills in the rest (Company Size, Role, Industry) in the background. This drastically increases conversion rates by reducing friction. For growth teams, Clearbit provides the fuel for automated outreach, ensuring that sales reps only spend time on high-intent leads that fit the ideal customer profile.

Salesflare is an intelligent CRM built specifically for small B2B businesses and agencies who hate manual data entry. It connects to your email, calendar, and mobile phone to automatically log meetings and phone calls. Its standout feature is its ability to scrape email signatures to auto-create and update contact profiles, ensuring your database is always current. It also tracks when prospects open emails or visit your website via "Link Tracking." For sales teams with limited administrative time, Salesflare acts as an automated assistant, ensuring that relationships are nurtured and follow-ups happen without the burden of manually updating the CRM.

OnPipeline is a CRM designed specifically for sales pipeline management, focusing on clarity and simplicity. It distinguishes itself by separating "Leads" (unqualified contacts) from "Deals" (qualified opportunities) into two distinct environments, preventing the common clutter found in other CRMs. It features built-in automation that can trigger actions—like sending an email or creating a task—automatically when a deal moves to a new stage. There are no limits on the number of pipelines you can create. For sales teams that need to visualize their sales process without getting bogged down in complex administration, OnPipeline offers a streamlined, visual interface that keeps the focus strictly on moving deals toward "Closed-Won."

Copper is the only CRM designed specifically for Google Workspace. Its unique selling point is "Zero Data Entry." Because it lives inside your Gmail inbox as a sidebar, it automatically scrapes your emails to create contact profiles, log interactions, and attach files without you typing a single word. It feels less like a database and more like a productivity layer for G Suite. It also features a "Project Management" module, allowing you to track the delivery of a deal after it closes. For agencies and consultancies that live in Gmail, Copper removes the friction of CRM adoption, ensuring that relationships are tracked naturally without forcing the team to switch tabs or manually input data.

Storydoc is a sales enablement platform that fundamentally transforms how B2B companies send proposals and pitch decks. It replaces static, unreadable PDF attachments with interactive, web-based presentations that automatically adapt to mobile or desktop screens. Its most powerful differentiator is its deep "Engagement Analytics." Unlike a standard file transfer, Storydoc integrates directly with your CRM (like HubSpot or Salesforce) to tell you not just if a prospect opened your deck, but exactly which slides they read and how many seconds they spent on the pricing page. It also allows for "Personalization at Scale"—you can connect it to your data sources to automatically insert the prospect’s logo, name, and specific pain points into the deck before sending. For sales teams, this removes the "black box" of the proposal phase, providing the intelligence needed to time follow-ups perfectly and focus energy only on the most engaged leads