AI-powered CRM, sales automation, and lead generation tools.
5 tools reviewed

CRM that fills itself for B2B SMBs
Salesflare automatically logs emails, meetings, and calls from Gmail, Outlook, and LinkedIn, eliminating manual data entry. It surfaces opportunities and suggests follow-ups using AI. Purpose-built for B2B small businesses.

The CRM for Google Workspace users
Copper is built natively for Google Workspace, embedding inside Gmail to log emails and update deals without leaving your inbox. AI features auto-populate contact data. Ideal for SMBs that live in Google tools.

CRM + email marketing in one
Nutshell combines CRM and email marketing automation in one affordable platform, with AI writing assistance and a focus on ease of use. Its built-in sequencing and reporting make it a strong choice for small B2B sales teams.

CRM + automation for service businesses
Keap (formerly Infusionsoft) combines CRM, email marketing, and sales automation for service-based businesses. It includes appointment booking, invoicing, and follow-up automation. Higher price point but strong feature depth for solo operators and small service firms.