Tagged: crm
30 results
SleekFlow
SleekFlow is an omnichannel conversational AI platform that unifies WhatsApp, Instagram, Messenger, SMS, live chat, email and voice into a single AI-powered operating system for customer engagement. Founded in 2019 and headquartered in Singapore with roots in Hong Kong, it helps marketing, sales and support teams automate conversations, route leads and drive revenue through chat. The company is an official Meta WhatsApp Business Solution Provider, is trusted by more than 2,000 businesses across 70+ countries, and powers roughly a million conversations a day.
StackOne
StackOne is a London-based integration platform that gives B2B SaaS companies and AI agent builders a single unified API to connect to hundreds of enterprise systems - from HR and CRM to ticketing, messaging and identity. Combining a proprietary tool-calling LLM with a real-time, privacy-first engine, it offers 200+ pre-built connectors and thousands of ready-made actions so agents can reliably and securely take actions inside the software businesses already use. Founded in 2023 by Romain Sestier and Guillaume Lebedel, the company raised a $20M Series A led by GV (Google Ventures) in May 2025 and has surpassed 1 billion API calls.
Philipp Thurner
Philipp Thurner is the Austrian-born founder and CEO of Nexl, an AI-powered growth and CRM platform for law firms. He built the company in Sydney in 2018 after seeing spreadsheets of global lawyers being updated by hand at Gilbert + Tobin, pivoted through a 'LinkedIn for lawyers' phase, and now runs the business from Brooklyn as it serves more than 150 firms worldwide, including AmLaw 100 members. In October 2025 Nexl closed a $23M Series B (reported as A$35M) led by Tidemark, bringing total funding to roughly $45M.
Duranta
Duranta is a Seattle-based software company building AI-powered tools for landscapers and lawn care professionals. Its flagship model, AIdan, automatically measures property details from imagery and turns them into estimates and proposals, wrapped in a suite that includes landscape design, invoicing and a CRM. Founded by the team that previously built Aurora Solar, Duranta raised a $7 million seed round in July 2025 to help outdoor-service businesses spend less time on site visits and more time closing work.
FavorDrop
FavorDrop is a Buffalo, New York software company that turns customer appreciation into a measurable marketing channel. Businesses send time-bound digital gifts - loaded onto a FavorDrop Discover Network prepaid card that works anywhere Discover is accepted - to customers by text or email, then track when each gift is opened and redeemed. Founded by father-and-son team Tim and Jack Sardinia in 2021, the platform started as a way to remotely buy a friend a drink and grew into a customer-engagement and rewards tool used by car dealerships, insurers, home-services firms, restaurants and staffing agencies. A patented 'bounce back' feature returns any unredeemed gift to the sender at expiration, so unclaimed budget is reused rather than lost.
MotionOps
MotionOps is a Utah-based vertical SaaS platform that gives home service and home improvement contractors a single system to run their business - CRM, proposals, scheduling, invoicing, payments, timesheets, materials tracking, payroll prep and HR. Founded in 2021 by service-industry operator Trevor Maddux and software veteran Nikola Cvetkovic, it aims to replace the four or five disconnected tools that plumbers, electricians, remodelers, landscapers and cleaners typically stitch together.
Periti Digital
Periti Digital is a HubSpot Elite Partner and AI consultancy headquartered in Dublin, Ireland, that handles the messy, complicated CRM work most agencies avoid - migrating tangled data, wiring HubSpot into ERPs like SAP and NetSuite, and building AI automations on Anthropic's Claude. Founded in 2022, it has grown to serve 400+ HubSpot customers across offices in Dublin, London, Munich, Rotterdam, Lisbon, Boston and New York, and was ranked among the top three global HubSpot partners in 2024.
The Agent Scored a Hat Trick. The Business Still Lost 3-Nil.
A Salesforce editorial arguing that the AI agent conversation has moved past task completion and into 'loop engineering' — handing an agent an objective plus a way to measure progress so it plans, checks its own work, learns, and adjusts. Using a World Cup analogy, the piece contends that a brilliant individual agent (a coding agent shipping pull requests, a service agent resolving cases) means little unless it moves the business forward. Salesforce positions its 27 years of encoded CRM business rules — pipeline stages, service levels, qualified-lead definitions — as the ideal scoreboard for agents to optimize against, supported by four systems (controls, context, traceability, analytics) that form the Agent Development Lifecycle (ADLC). Customers Zing Health, Telepass, and Indeed illustrate agents running the loop at scale.
Pulse Protocol, Inc.
Pulse Protocol is a plug-and-play medical travel platform that helps doctors, clinics and hospitals manage and grow their cross-border patient business. It pairs patients with multilingual care coordinators and gives providers an end-to-end toolkit - patient matching, secure communications, payments, marketing and revenue analytics - built on decades of medical tourism experience and, in its earlier MedRepublic incarnation, a blockchain-backed vision of a decentralized, transparent global healthcare marketplace.
Reviva
Reviva is an AI-native practice management platform and EHR built for cash-pay health and wellness practices - medical spas, longevity clinics, IV therapy bars, and functional medicine providers. It folds scheduling, charting, payments, memberships, CRM, and marketing automation into a single system you can operate by telling it what to do. Founded in 2024 by Valerie Huynh and Jane Jeong, the daughters of immigrant small-business owners, Reviva aims to give solo and small wellness practices the kind of software leverage that used to belong only to big hospital systems.
Surfe
Surfe is a connected revenue workspace that bridges LinkedIn and CRMs so sales teams can find, enrich, and sync prospect data without leaving their browser. Its browser extension and waterfall enrichment engine chain 15+ data providers to deliver verified emails and mobile numbers, and its buying-signal layer flags which prospects are ready to talk today. Founded in Paris in 2020 as Leadjet by David Maurice Chevalier and Romain Ginestou, the company rebranded to Surfe in 2022 alongside a EUR4M seed round, and now serves teams at companies like Google, Uber, Amazon Web Services, Spendesk, and Pigment.
Upped Events Inc.
Upped Events is a Philadelphia-based, software-only event management and payments platform that bundles ticketing, contactless mobile payments, on-site point-of-sale, CRM, mapping, staff and partner management, and real-time analytics into one system. Built for food and drink festivals, fairs, conventions, and community events, Upped aims to raise attendee spend and organizer ROI while cutting the number of tools a team has to juggle. Founded in 2020 by Mark Kozlowski, Louis Blitzman, and Filip Risteski, the company was acquired by Events.com in May 2025.
The Underdog That Refused to Retrofit
UJET is a cloud-native, mobile-first, CRM-native contact-center-as-a-service (CCaaS) platform positioning itself as the modern 'Experience Center' alternative to legacy giants like Five9, NICE, Talkdesk, and Genesys. Built around enterprise-grade AI, a zero-PII-storage architecture, and two-month deployments, UJET has raised roughly $231M across five rounds at an estimated ~$500M valuation. This story sizes up where the underdog actually stands in a consolidating CCaaS market where every vendor is shouting the same AI promises.
UJET — The Experience Center
A brand manifesto from UJET arguing that the contact center should be reimagined as an 'experience center.' Rather than a cost center built to minimize customer contact, UJET frames CX as a source of loyalty and revenue. The video walks through a five-step platform: seamless channel blending across chat, call and text; a mobile SDK with biometric (Face ID) authentication; AI-powered automation and routing; agent assist with real-time transcription and next-best-action guidance; and real-time CRM sync that keeps no PII inside UJET. The core pitch: legacy systems solve tickets, UJET builds experiences.
Eric Holmen
Eric Holmen is the CEO of Revenue Grid, an AI-powered revenue intelligence and sales engagement platform. Over a nearly 30-year run in marketing technology, he has served as CEO, CRO and CMO for fast-growing SaaS companies including Splash, Silverpop, Airship, SmartReply and Ortto. He is known for scaling go-to-market teams, doubling Splash's business through the pandemic, and advising startups and private equity and venture investors on operational execution. A self-taught childhood programmer turned operator, he holds three marketing patents and blends design, data and empathy in how he builds teams.
Jon Carr-Harris
Jon Carr-Harris is the Founder & CEO of CRED, a San Francisco-based AI-powered predictive intelligence platform that raised $15M in seed funding in June 2025. CRED unifies data from 200+ integrations and 10,000+ external sources to deliver business predictions 60-90 days in advance with 92% claimed accuracy - giving enterprises the kind of forward-looking intelligence once reserved for hedge funds. A serial entrepreneur who advised Airbnb, Kik, and Khan Academy early in their growth, Carr-Harris built and exited Swish Labs (a global tech consulting ecosystem spanning 30+ countries) before founding CRED in 2023, which emerged from stealth with 25 enterprise clients and $100M+ in documented customer revenue impact.
Jody Glidden
Jody Glidden is the Founder and CEO of Postilize, a Miami Beach-based AI platform that introduced a new software category called Proactive Relationship Management (PRM) for law firms and professional services. A serial entrepreneur with five ventures and four exits, Glidden previously co-founded Introhive — which grew to a near-$500M valuation, 350+ employees, and 40x returns for early investors — before stepping back in 2022 to build Postilize. Rooted in his conviction that law firms lose clients not from poor service but from poor follow-through, Glidden is building AI that surfaces client opportunities before an RFP ever appears, drafts outreach in each partner's authentic voice, and demands zero data entry from its users.
Conversion
Conversion is a San Francisco AI-native marketing automation platform founded by UC Berkeley dropouts Neil Tewari and James Jiao. Built to replace legacy tools like HubSpot, Marketo and Pardot, it unifies product and CRM data, detects buying signals, and lets teams build personalized, no-code lifecycle campaigns. It serves 4,000+ companies, raised a $28M Series A led by Abstract Ventures in 2025, and is approaching eight-figure ARR.
David Chevalier
David Chevalier is the co-founder and CEO of Surfe, a Paris-born sales-tech company that bridges LinkedIn and the CRM. He and Romain Ginestou dreamed up the tool during an exchange at UC Berkeley after getting fed up with copy-pasting prospects into their CRM. Launched as Leadjet, the company bootstrapped to over 1,500 paying customers and 1M EUR ARR with no sales team before rebranding to Surfe and raising a 4M EUR seed round in 2022. Customers include Google, Uber, Spendesk, Mirakl and Opendoor. Chevalier is a vocal advocate for keeping the human in B2B selling, even as he builds tools to automate the busywork around it.
Geoffrey Mobisson
Geoffrey Mobisson is the Managing Director and CEO of Periti Digital, a HubSpot Elite Partner he leads from Dublin that ranked among the top-three HubSpot consultancies globally in 2024. An MIT-trained electrical engineer with a Harvard MBA, he spent three decades building technology services firms - co-founding the Salesforce consultancy Levementum in 2006 - before turning his attention to the HubSpot ecosystem. Outside the boardroom he is president of Save Our Schools Arizona, a public-education advocacy group. Periti has served 400+ customers across offices in Dublin, Lisbon, Munich and Rotterdam, opening its first North American office near HubSpot's Cambridge headquarters in 2026.
Taylor Lint
Taylor Lint is the founder and CEO of Swantide, a San Francisco company building an AI infrastructure layer for Salesforce and the broader go-to-market tech stack. An engineer by training, she led the launch of LinkedIn's Talent Insights product and ran engineering and product at Replica, the analytics company spun out of Alphabet's Sidewalk Labs, before starting Swantide in 2020. Her company raised a $7M seed round led by Menlo Ventures and now powers Salesforce work for fast-growing software companies and large service partners like Perficient.
Eric Bensley
Eric Bensley is VP of Product Marketing - CRM at ServiceNow, bringing over 25 years of experience in CRM solutions and enterprise software marketing. A self-described 'recovering perfectionist' and introvert who built product marketing functions at Citrix, Salesforce, and Asana before joining ServiceNow, he is known for translating complex enterprise platforms into crisp, sticky messaging - and for believing that great leaders grow people, not just products.
Rootshell Inc
Rootshell Inc is a Santa Clara-based IT consulting and solutions company founded in 2000 that helps enterprises navigate digital transformation. It pairs Silicon Valley delivery with offshore centers in India to provide CRM, CPQ, SAP, ServiceNow, Salesforce, DevOps and managed services, plus its own platforms (Subcontract.com, Howtube, CricFantasy). Led by serial entrepreneur Vijay Gopineedi, the ~93-person firm serves clients across the US, India, Singapore and the Middle East under the tagline 'Excellent Delivered.'
Tranzeal Incorporated
Tranzeal Incorporated is a San Jose, California-based global business transformation and IT consulting firm. An SAP Certified Services Partner, it pairs domain knowledge with technical competency across enterprise resource planning, business intelligence, supply chain, CRM, cloud, data analytics, testing, and staffing - delivering full-lifecycle technology solutions to clients across high-tech, retail, banking, healthcare, logistics, energy, and aerospace.
VentureSoft
VentureSoft is a Silicon Valley IT services and consulting firm that helps enterprises modernize through AI, secure cloud infrastructure, and data solutions. Founded in 1996 and headquartered in Pleasanton, California, with offices in Dubai and Bengaluru, the company has delivered 1,000+ projects to more than 300 clients ranging from venture-backed startups to Fortune 500 names like Nike, Tesla, Intuit and Gap. Its work spans data analytics and AI, security and GRC, cloud and DevSecOps, ERP/CRM, application development, and 24/7 managed services.
Avochato
Avochato is a Mill Valley, California SaaS company that gives sales, support, marketing, and operations teams a shared inbox for two-way business conversations over SMS, MMS, RCS, voice, live chat, and WhatsApp. Built for enterprise security and HIPAA compliance, it plugs into Salesforce, Slack, Microsoft Teams, Okta, and Zapier, and layers in AI agents (Avo AI) for auto-replies, routing, and sentiment detection. Founded in 2016 and backed by a $5M Series A, Avochato has helped 1,000+ businesses run millions of customer conversations.
Eric Berridge
Eric Berridge is a 23-year Salesforce ecosystem veteran and CEO of Coastal, a premier Salesforce consultancy he joined in 2020 and took the helm of in September 2023. He previously co-founded Bluewolf in 2000 - one of the first Salesforce-focused consulting firms - and built it to a major acquisition by IBM in 2016. A TED speaker, two-time author, and MFA-holder in creative writing who never studied computer science, Berridge argues that the humanities are tech's most underrated competitive advantage. Under his leadership, Coastal was acquired by Tata Consultancy Services (TCS) for $700 million in January 2026, the largest professional services acquisition in Salesforce ecosystem history.
Eano
Eano is a San Mateo-based construction technology company building an all-in-one software platform for general contractors and remodelers. Started in 2019 by Stella Wu as a home-renovation services business, it pivoted into SaaS - Eano Pro - that bundles AI-powered estimates, proposals, CRM, payments, scheduling, and project management so small and mid-sized contractors can run more jobs without losing control of communication, budgets, or client experience.
Felux
Felux is a Cleveland-based software company building the operating system for the steel industry. Its AI-powered platform reads request-for-quote (RFQ) emails straight out of a sales team's inbox, structures them automatically, and turns fragmented steel sales workflows into a unified dashboard for demand analytics, pricing intelligence, and deal tracking. Paired with a B2B marketplace connecting buyers and suppliers, Felux helps steel service centers, mills, brokers, and manufacturers see the demand they have been missing and modernize a trade that still largely runs on phone calls and spreadsheets.
Housecall Pro
Housecall Pro is an all-in-one, cloud-based business management platform built for home service professionals - plumbers, electricians, HVAC techs, cleaners, and other tradespeople. It folds scheduling, dispatching, invoicing, payments, marketing, and customer management into a single mobile-first app, increasingly layered with AI tools that answer calls, book jobs, and answer accounting questions. Founded in 2013 and headquartered in Denver, the company serves tens of thousands of service businesses and has powered well over 100 million completed jobs.