Close Deals & Manage Relationships

DocuSign is best for small business owners who need a trusted, legally binding way to get documents signed without printing, scanning, or mailing. You can send contracts, agreements, and forms to clients or employees, and they can sign from any device in minutes. It works with tools you already use, like Google Workspace, Microsoft 365, Slack, and Salesforce. If your business regularly sends contracts, onboarding paperwork, or sales agreements, DocuSign can save you hours every week.

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.

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.

Attio is a modern CRM built for small and growing teams that want more flexibility than older tools like Salesforce or HubSpot. You can customize how your data is organized to match the way your business actually works — not the other way around. It connects to your email and calendar right away, so your contact history builds itself without manual entry. If your team is sales-focused or moving fast, Attio gives you pipelines, automation, and AI tools all in one place.

ActiveCampaign is best for small businesses that want to do more than just send emails — it lets you build automated marketing workflows that run on their own. You can set up email sequences, segment your contacts, track how people interact with your site, and even score leads based on their behavior. It works well for teams of 1 to 50 who are ready to get serious about growing their customer base. The tool covers email, SMS, WhatsApp, and CRM features all in one place, so you spend less time jumping between apps.

B2B sales intelligence — find verified phone numbers and emails for any prospect from LinkedIn or a 300M+ profile database. Chrome extension for one-click contact reveals. AI Playlists auto-generate lead lists matching your ideal customer profile. Free: 40 credits/month. Starter: $49.90/month (400 credits). Premium: $399.90/month (3,400 credits).

Interactive, scroll-based business documents — proposals, pitch decks, one-pagers, and reports that feel like modern web pages. Embedded videos, live data, clickable CTAs, and slide-by-slide engagement analytics. $30/user/month. 14-day trial. No free tier.

Apollo.io gives sales teams access to a database of 275M+ business contacts alongside built-in email outreach, calling, and CRM sync tools.