Zarna is building the first cohort of AI associates for private capital - autonomous agents that plug directly into a firm's data and work like a deal team that never sleeps. Founded by four UC Berkeley alumni who were previously forward-deployed engineers at AEA Investors, Zarna automates the grunt work of private equity: tearing down CIMs, building LBO models, drafting IC memos, updating CRMs, and surfacing warm introductions. Backed by Y Combinator (F25), the platform recovers ~80 hours per week for 15-person deal teams and promises full ROI in under 90 days.
Insightly is a San Francisco-based SaaS CRM platform founded in 2009 by Anthony Smith in Perth, Australia. It offers an integrated suite of CRM, marketing automation, and customer service tools targeting small to mid-sized businesses and mid-market companies. With over 1.5 million users across 200+ countries and ~25,000 customer organizations, Insightly differentiates itself through deep integrations with Google Workspace and Microsoft 365, a unified platform (CRM + marketing + service), and mid-market pricing. In July 2024, Insightly was acquired by private equity firm Crest Rock Partners and merged with Unbounce, the Vancouver-based landing page platform. In December 2025 it launched an AI Copilot for natural-language CRM interactions.
Keap (formerly Infusionsoft) is an all-in-one CRM and marketing/sales automation platform built exclusively for small businesses. Founded in 2001 in Arizona by Clate Mask and the Martineau brothers, Keap helps entrepreneurs automate follow-up, manage contacts, process payments, and grow revenue through a unified platform. With over 31,500 customers, $85M+ in annual revenue, and a history of processing billions in payments, Keap is a leading SMB-focused CRM that was acquired by Thryv Holdings in October 2024 for $80M.
Klaviyo is a Boston-based AI-first B2C CRM platform that unifies email marketing, SMS, push notifications, and customer service into a single data-driven system. Founded in 2012 by Andrew Bialecki and Ed Hallen, it went public on the NYSE in September 2023 and crossed $1.2B in annual revenue in 2025, serving 193,000+ brands in 100 countries. Klaviyo's core edge is its built-in Customer Data Platform that manages 7.3 billion customer profiles and processes 2.5 billion events daily, enabling hyper-personalized marketing at scale for direct-to-consumer brands.
Less Annoying CRM (LACRM) is a bootstrapped, self-funded SaaS company headquartered in St. Louis, Missouri, that builds a deliberately simple and affordable CRM designed exclusively for small businesses. Founded in 2009 by brothers Tyler and Bracken King, the company has grown to serve 100,000+ users across 70+ countries with a single flat-rate pricing tier of $15/user/month — no contracts, no hidden fees, and free customer support included. Rated #1 easiest-to-use CRM on G2 and named Best CRM by U.S. News & World Report multiple years running, LACRM stands out for its radical simplicity, customer-first culture, and commitment to never taking outside investment.
Maximizer is one of the world's oldest CRM software companies, founded in 1987 in Vancouver, Canada — predating Salesforce by 12 years. It provides a powerful, customizable CRM platform targeting sales teams, SMBs, and financial services professionals including wealth managers, financial advisors, and insurance brokers. With 120,000+ customers and 1 million+ users over its 35+ year history, Maximizer offers cloud, on-premises, and hybrid deployments with a strong focus on data sovereignty (Canadian and UK data centers). In 2023, the original founder Mark Loveys re-acquired the company, signaling a renewed focus on its core identity as a CRM built for sales leaders. In 2024–2025, Maximizer launched a purpose-built Financial Services Edition and IQ Boost, a Canadian-built AI tool helping financial advisors navigate Canada's $1-trillion intergenerational wealth transfer.
Microsoft Dynamics 365 is Microsoft's flagship suite of intelligent, cloud-based enterprise business applications combining CRM and ERP capabilities under a single unified platform. Launched in November 2016, it covers sales, customer service, finance, supply chain, HR, commerce, and field service — all deeply integrated with Microsoft 365, Azure, LinkedIn, and Power Platform. With embedded Copilot AI and autonomous AI agents, Dynamics 365 serves nearly 100,000 organizations worldwide and is a consistent Gartner Magic Quadrant Leader across CRM, ERP, and Sales Force Automation categories.
Zendesk Sell is the sales CRM product from Zendesk, Inc. — a San Francisco-based customer experience platform founded in Copenhagen in 2007. Originally acquired as Base CRM in 2018 for ~$50M and rebranded, Sell offers sales force automation including lead tracking, pipeline management, built-in calling/email, and AI-powered prospecting. It integrates natively with Zendesk Support to give sales and service teams a unified customer view. Zendesk itself was taken private in 2022 by Hellman & Friedman and Permira for $10.2B, and in September 2025 announced Sell will be retired on August 31, 2027 as the company pivots fully toward AI-powered customer service.
SAP CRM, now branded as SAP Customer Experience (SAP CX), is the customer relationship management portfolio of SAP SE — Germany's largest software company and the world's leading enterprise application vendor. Founded in 1972, SAP CRM has evolved from an on-premise suite launched in 2000 into a comprehensive cloud-native platform encompassing Sales Cloud, Service Cloud, Marketing Cloud (Emarsys), Commerce Cloud, and Customer Data solutions. Serving 98 of the world's top 100 companies and over 425,000 customers globally, SAP CX differentiates itself through deep native integration with SAP ERP/S4HANA and AI capabilities via its Joule copilot, enabling end-to-end business process automation from back-office operations to customer-facing interactions.
Streak is a CRM platform built entirely inside Gmail, enabling sales, recruiting, fundraising, and support teams to manage pipelines, contacts, and workflows without leaving their inbox. Founded in 2011 by ex-Googlers Aleem Mawani and Omar Ismail through Y Combinator, Streak has grown to 750,000+ users and ~$10M ARR while remaining lean (~35 employees) and profitable — having raised only $1.9M and never pursued follow-on venture funding. It is Google's G Suite Technology Partner of the Year and one of the most capital-efficient CRM companies in the market.
Zoho CRM is the flagship product of Zoho Corporation, a bootstrapped Indian SaaS powerhouse founded in 1996 that has never taken external funding yet grown to over $1.4 billion in annual revenue and 1 million+ paying customers. Zoho CRM is a cloud-based customer relationship management platform used by 250,000+ businesses in 180+ countries, offering AI-powered sales automation, marketing automation, and omnichannel communication—all at a fraction of competitor pricing. Zoho Corporation's wider suite of 55+ integrated business applications makes it one of the most comprehensive software vendors in the world, competing simultaneously with Salesforce, Microsoft, Google, and SAP while championing privacy, rural employment, and long-term independence over short-term shareholder returns.
SugarCRM is a Cupertino-based enterprise CRM software company founded in 2004, pioneering open-source CRM before transitioning to a proprietary SaaS model. Backed by private equity firm Accel-KKR, SugarCRM offers an AI-powered platform — including Sugar Sell, Sugar Market, Sugar Serve, and the acquired sales-i revenue intelligence tool — tailored for mid-market B2B companies in account-based industries like manufacturing, distribution, and financial services. With over 2 million customers, nearly $100M in annual revenue, and consistent recognition as a CRM industry leader, SugarCRM stands out for its deep ERP integrations, precision-selling AI capabilities, and strong channel partner ecosystem.
Orange Slice AI (YC S25) is an AI-powered sales intelligence platform that uses real-time web signals to find high-intent prospects for B2B sales teams. Co-founded by Kishan Sripada and Vihaar Nandigala — who met on a Bollywood dance team at the University of Michigan — the platform lets sales teams generate targeted lead lists using plain English, enrich existing lists with live data, detect niche buying signals before competitors, and manage pipelines through conversation. Backed by $5.3M in seed funding co-led by 1984 Ventures and Moxxie Ventures, with Paul Graham as an angel investor, Orange Slice has attracted 5,000+ sales and RevOps teams including Oracle, Confido Health, Pirros, and Glass Health.