Close Deals & Manage Relationships

Small business management platform that combines CRM, online presence, appointment scheduling, payment processing, and marketing automation.

Freshsales is a sales CRM built for small and mid-sized teams who want to track leads, manage deals, and close more business without a steep learning curve. You get a full view of each contact, tools to run email campaigns, and a visual pipeline to see exactly where every deal stands. Freddy AI, Freshworks' built-in AI assistant, helps you spot your best leads and suggests next steps so your team focuses on the right opportunities. It works especially well if you already use other Freshworks products like Freshdesk or Freshchat.

Keap is best for service-based small businesses and solo consultants who want to stop doing everything manually. It combines a CRM, email and text marketing, sales pipeline, invoicing, and appointment scheduling in one place. You can build automated follow-up sequences using a drag-and-drop builder, so leads and customers hear from you even when you're busy. Keap has been used by over 200,000 small businesses for more than 20 years.

Salesforce Starter is best for small businesses with 1-25 employees that want one place to manage sales, customer service, marketing, and even a basic online store. At $25 per user per month, it brings the world's most recognized CRM into a price range that works for growing teams. You get tools to track leads, close deals, send marketing emails, handle customer support cases, and accept payments — all in one app. It also includes built-in AI to help draft follow-up emails and surface next steps so your team spends less time on busywork.

Happenstance helps you find the right people in your network — fast. You type a plain-English description of who you need, and its AI searches across your Gmail, LinkedIn, Twitter, Instagram, and Google Calendar contacts to surface warm leads. It's built for sales, hiring, fundraising, and more.

Inrō helps you turn Instagram followers into paying customers without manually answering every DM. You set up automated campaigns and an AI agent handles your inbox — engaging leads, answering questions, and closing sales on its own. It connects to thousands of other tools so Instagram fits right into how you already work.

Insightly is best for small and mid-sized businesses that want to manage contacts, track deals, and run projects all in one place. You get a full CRM with built-in project management, so when you close a deal, you can flip it straight into a project without switching tools. It also includes marketing automation, customer support ticketing, and AI-powered features on higher plans. If your team is tired of juggling separate apps for sales, projects, and customer follow-up, Insightly is worth a close look.

folk is a modern CRM for managing all your business relationships — not just sales leads. Import contacts from Gmail, LinkedIn, and other sources, organize into custom groups, and run outreach campaigns. Simpler than traditional CRMs. Free tier available. Paid from $20/member/month (annual).

Cloud sales CRM with visual pipeline, deal tracking, quoting with e-signatures, and invoicing. Built for growing teams wanting clarity without enterprise CRM complexity. $25/user/month. 30-day free trial. No free tier. Unlimited contacts, deals, pipelines on all plans.

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.