Home › Use cases › CRM & follow-up
🗂️ CRM & follow-up
Track your prospects and follow up at the right time so you don't lose deals.
- 1
H
HubSpot ✓ CompliantCRM with free tier, email and automation.
Price : To be verified (pricing page not machine-readable) (unverified), 0 verified reviews - provisional ranking.
- 2
P
Pipedrive ✓ CompliantSales-pipeline CRM for small teams.
Price : From $14/month per user billed annually (Lite plan); 14-day free trial [Source, 2026-10-16], 0 verified reviews - provisional ranking.
- 3
F
folk ⚠ Grey areaLightweight CRM for contacts and follow-ups.
Price : From $24/month (€22) [Source, 2026-10-15], 0 verified reviews - provisional ranking.
- 4
A
Attio ✓ CompliantModern, flexible CRM with AI.
Price : Free plan, paid plans to be confirmed [Source, 2026-10-15], 0 verified reviews - provisional ranking.
- 5
B
Breakcold ✓ CompliantCRM for salespeople selling via email, calls, LinkedIn, Telegram and WhatsApp, with a pipeline and follow-ups.
Price : To be verified (pricing page not machine-readable) (unverified), 0 verified reviews - provisional ranking.
98 relevant tools for this use case, 5 ranked (provisional), 0 general AI, 93 specialised, 35 with a free plan
Specialised tools 93
Unranked, alphabetical. They will enter the ranking with verified reviews.
ActiveCampaign
Email & newsletterUSMarketing automation and CRM.
Aircall
CRM & productivityFRCloud telephony for sales and support teams, integrated with CRMs.
Airtable
CRM & productivityUSNo-code database with AI.
Avoma
CRM & productivityUSAI note-taking, meeting scheduling, call coaching and CRM updates.
Axonaut
CRM & productivityFRFrench all-in-one CRM and admin for small businesses.
Bitrix24
CRM & productivityOnline workspace with CRM, tasks, chat and website.
Bluedot
CRM & productivityBot-free AI meeting notes, online and in person.
Bonjoro
Video & ReelsAUPersonalised videos to welcome, follow up or thank customers and prospects.
Bonsai
CRM & productivityBusiness management for small firms: clients, projects, billing.
Brevo
Email & newsletterFREmail, SMS and CRM, French company.
Cal.com
CRM & productivityUSOpen-source scheduling.
Calendly
CRM & productivityUSAutomated meeting scheduling.
Capsule
CRM & productivityGBSimple CRM to track contacts, deals and tasks.
Chorus
CRM & productivityAI analysis of sales conversations.
Circleback.ai
Video & ReelsAI meeting notes, action items and company knowledge base.
Claap
CRM & productivityFRRecords sales calls, writes notes, fills the CRM and helps with coaching.
ClickUp
CRM & productivityUSAll-in-one project management with AI.
Close
CRM & productivityCRM for small sales teams, with built-in calling and email.
Copper
CRM & productivityUSCRM built into Google Workspace for service businesses.
Demodesk
CRM & productivityDEAI meeting assistant for sales teams: recording, CRM updates, follow-ups.
Dex
CRM & productivityPersonal CRM to keep in touch with your network, with reminders and LinkedIn sync.
Dubsado
CRM & productivityClient management for creative service businesses: contracts, invoices, workflows.
Efficy
CRM & productivityBECRM for small and large companies: sales, marketing and customer service.
Fathom
CRM & productivityUSAI call recording and summaries.
Fireflies.ai
CRM & productivityAI meeting notes.
Freshsales
CRM & productivityUSFreshworks CRM with Freddy AI.
Fyxer
CRM & productivityGBAI assistant that sorts your inbox, drafts replies and takes meeting notes.
GMass
ProspectingUSSends campaigns and mail merges from Gmail, with automatic follow-ups and tracking.
GoHighLevel
CRM & productivityAll-in-one white-label sales and marketing platform for agencies.
Gong
CRM & productivityILAnalyses sales calls and emails to track deals and forecast revenue.
Goodmeetings
Video & ReelsAI recording and analysis of sales meetings.
Granola
CRM & productivityAI notepad for meetings that completes your notes, with no bot on the call.
HoneyBook
CRM & productivityUSCRM for small businesses: proposals, contracts, invoices and payments.
Hublead
CRM & productivityFRExtension that sends LinkedIn contacts to HubSpot or Salesforce in one click, with emails, phone numbers and messages.
Insightly
CRM & productivityUSCRM with project management, marketing and customer service.
Jamie
CRM & productivityAI meeting note-taker with no bot on the call, data hosted in the EU.
Kanbox
LinkedInFRLinkedIn prospecting tool: inbox organised as a pipeline, lead tracking and automated campaigns.
Karlia
CRM & productivityFRAll-in-one French CRM: sales, invoicing, tickets.
Klenty
ProspectingSales engagement platform: email sequences, calls with a dialer and tasks for SDRs.
Kommo
DMs & chatbotsCRM centred on messaging apps (WhatsApp, Instagram, Messenger) with automations.
Kondo
LinkedInSGInbox for LinkedIn messages: labels, keyboard shortcuts, reminders and saved replies.
Krisp
CRM & productivityUSBackground noise removal on calls and AI meeting notes.
KrispCall
CRM & productivityCloud telephony with AI: calls, SMS and CRM integrations.
Leexi
CRM & productivityBEAI note-taker for meetings and sales calls, with summaries and CRM updates.
Less Annoying CRM
CRM & productivitySimple CRM for small businesses, with a single per-user price.
Loom
Video & ReelsScreen and webcam recording to share videos by link.
Mailshake
ProspectingOutreach sequences by email, phone and social, with a lead database.
MeetGeek
CRM & productivityAI meeting note-taker, with summaries and automations to other tools.
MinutesLink
Video & ReelsAI note taker for Zoom and Google Meet meetings.
Modjo
CRM & productivityFRAI analysis of sales conversations: call notes, CRM updates and coaching.
Momentum
CRM & productivityTurns customer interactions into structured data for CRM and sales teams.
monday.com
CRM & productivityILWork OS and CRM with AI.
Moxie
CRM & productivityBusiness management for freelancers and small agencies: clients, projects, invoices.
NetHunt CRM
CRM & productivityUSCRM integrated with Gmail and LinkedIn, with automations and AI.
noCRM.io
CRM & productivitySimple lead management for salespeople (French).
Noota
Video & ReelsFRMeeting recording, transcription and summaries, plus recruiting agents, French vendor.
Notion
CRM & productivityUSWorkspace with AI, usable as CRM or content calendar.
Notta
Video & ReelsTranscription and summaries of meetings, interviews and recordings.
Nutshell
CRM & productivityCRM for small businesses with a pipeline, email marketing and automations.
Odoo CRM
CRM & productivityCRM app of the open-source Odoo suite: pipeline, leads and follow-ups.
OnePageCRM
CRM & productivityIEAction-focused CRM: every contact has a next step to do.
Otter.ai
AI assistantsUSAI transcription of meetings and interviews.
Outreach
ProspectingUSSales engagement platform for sales teams: sequences, calls, forecasting and AI agents.
Overloop
ProspectingBEProspecting platform with a lead database, email sequences and LinkedIn steps.
Plezi
Email & newsletterB2B marketing automation software: forms, content, email workflows and lead tracking.
Plutio
CRM & productivitySingle app for clients, projects, proposals and payments.
QuickMail
ProspectingCold email with automatic follow-ups, inbox rotation and LinkedIn steps.
Read AI
CRM & productivityUSAI meeting note-taker: summaries, transcripts and search across conversations.
Ringover
CRM & productivityCloud telephony for sales teams, with a dialer, SMS and AI transcription.
Salesflare
CRM & productivityBECRM for small B2B businesses that auto-fills contacts from email and calendar.
Salesforce
CRM & productivityUSCRM to manage leads, sales, customer service and marketing, with AI agents.
Salesloft
ProspectingUSSales platform: email and call cadences, deal tracking and forecasting.
SavvyCal
CRM & productivityBooking links where invitees can overlay their own calendar.
Sellsy
CRM & productivityFRFrench CRM and invoicing.
Sendspark
ProspectingUSPersonalised prospecting videos at scale, with an AI avatar or your own recording.
Shownotes
CRM & productivityAI meeting notes and summaries.
Sidekick
CRM & productivityMeeting scheduling by an AI assistant that works over email.
SmartReach
ProspectingINMultichannel cold email with sequences, warm-up and a shared inbox.
Speak
CRM & productivityCASales conversation intelligence: scoring, coaching and CRM updates.
Streak
CRM & productivityUSCRM inside Gmail: pipelines, email tracking and follow-ups from the inbox.
Superhuman
CRM & productivityUSFast email client with AI to triage, reply and follow up, on top of Gmail and Outlook.
Supernormal
ProspectingAI agent for agencies, fed by your meetings, docs and emails.
Surfe
CRM & productivityFRExtension that adds LinkedIn contacts to your CRM, finds emails and phone numbers and syncs conversations.
Teamleader
CRM & productivityBESoftware for small businesses combining CRM, quotes, invoices and project management.
TidyCal
CRM & productivityUSSimple booking pages, sold as a one-time purchase.
tl;dv
CRM & productivityDEAI meeting notes and CRM sync.
Trello
CRM & productivityAUKanban boards to track content and prospects.
Twenty
CRM & productivityUSOpen-source CRM, usable in the cloud or self-hosted.
Vidyard
Video & ReelsCAVideo platform for sales teams: recording, hosting and view tracking.
Webmecanik
Email & newsletterFRMarketing automation and CRM software, with emails, workflows and forms.
Zcal
CRM & productivityCustomisable booking pages in your brand style.
Zeliq
ProspectingFRB2B prospecting platform: verified emails and phone numbers, sequences and AI agents.
Zoho CRM
CRM & productivityINFull CRM with Zia AI assistant.
Free options 35
Budget picks
A Attio
Free plan, paid plans to be confirmed
P Pipedrive
From $14/month per user billed annually (Lite plan); 14-day free trial
H HubSpot
To be verified (pricing page not machine-readable)
Ready-to-use prompt
Here are my notes on [prospect] and our message history: [paste]. Summarize where we are, propose the next action, write a 60-word follow-up message suited to the context and tell me when to send it.
ToS pitfalls
- Importing contacts from LinkedIn via extension: §8.2 risk.
FAQ
What is the best AI tool for cRM & follow-up?
There are no verified reviews yet, so this ranking is provisional (editorial order). Current shortlist: HubSpot, Pipedrive, folk, Attio, Breakcold. See the methodology for how reviews will rank them.
Is there a free option?
Our free pick is Attio (Free plan, paid plans to be confirmed).
Which tools break Instagram/LinkedIn rules for this use case?
Importing contacts from LinkedIn via extension: §8.2 risk.
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