Tagged: crm
30 results
AcuityMD
AcuityMD is a Boston-based commercial intelligence platform built specifically for the medical device (MedTech) industry. It translates large volumes of healthcare claims and procedure data into intuitive workflows, AI-powered insights, and recommendations that help medical device sales and marketing teams find high-value physicians and care sites, size and segment markets, manage territories, and accelerate product adoption. Founded in 2019 by former MedTech and consulting operators, the company serves hundreds of device makers - including a majority of the largest MedTech firms - and raised an $80M Series C in 2026 at a near-$1B valuation.
Arketa
Arketa is an AI-powered operating system for boutique fitness and wellness businesses. Founded in 2020 by Rachel Lea Fishman and Josh Archer, the New York-based platform lets yoga, pilates, gym and recovery studios manage class booking, payments, memberships, on-demand video, courses, branded apps and marketing from a single dashboard. Arketa has processed nearly $500 million in transactions and supports thousands of studios and instructors, and raised a $15M Series A led by Inspired Capital in 2025.
Breezeworks
Breezeworks is a San Francisco-based software company that builds mobile-first business management tools for independent service professionals - plumbers, electricians, HVAC techs, cleaners, landscapers and other on-the-go contractors. Its app bundles scheduling, dispatching, customer management, automated reminders, GPS team tracking, custom invoicing and integrated payments (via Square and Breezeworks Payments, with QuickBooks sync) so a solo operator or small crew can run the entire back office from a smartphone. Founded in 2012 and backed by Obvious Ventures and a roster of notable tech investors, Breezeworks aims to keep small service businesses independent and efficient.
Default
Default is a New York-based go-to-market software company building the data and infrastructure layer that revenue teams - and their AI agents - use to run sales, marketing, and operations. It began as an all-in-one inbound platform for lead routing, scheduling, forms, and enrichment, then rebuilt itself around a real-time revenue data layer and an AI agent named Dot that plans and executes GTM work across a company's connected CRM, marketing, and enrichment systems. Backed by 8VC, Craft Ventures, and Jack Altman with $20M in total funding, Default serves fast-growing companies including Perplexity, Cortex, Owner, and Airbyte.
Deskpro
Deskpro is a helpdesk and customer support platform that unifies email, live chat, voice, social media, SMS and WhatsApp into a single ticketing system. Founded in 2001 and bootstrapped for over two decades, it stands out by offering both cloud and on-premise deployment, making it a fit for regulated and privacy-sensitive organizations that need to keep support data in their own environments. In June 2024 it raised a $25M Series A from Elsewhere Partners, appointed Brad Murdoch as CEO, and opened a global headquarters in Austin, Texas.
Distru
Distru is an Oakland-based software company that builds a purpose-made ERP for the licensed cannabis industry. Its seed-to-sale platform unifies inventory, order fulfillment, manufacturing, CRM, and financial tools while keeping operators compliant through deep two-way integrations with state track-and-trace systems like Metrc and BioTrack. Founded in 2016 and led by CEO Blaine Hatab, Distru serves cannabis distributors, manufacturers, cultivators, and retailers across roughly 25 states and processes more than $2 billion in transactions annually.
FieldPulse
FieldPulse is a Dallas-based software company that builds an all-in-one field service management (FSM) platform for residential and commercial trade businesses - HVAC, plumbing, electrical, garage door, appliance repair and more. Founded in 2015 by Gabriel (Gabe) Pinchev, the platform combines scheduling, dispatching, CRM, estimating, invoicing, payments, inventory and reporting into a single web and mobile app, and now layers AI-driven tools (Operator AI and Chat AI) that answer calls and web chats 24/7 to book jobs automatically. Backed by roughly $79 million in total funding - including a $50 million Series C in August 2025 - FieldPulse positions itself as a flexible, customizable alternative to enterprise-heavy rivals like ServiceTitan and simpler tools like Jobber and Housecall Pro.
Dreamforce 2025 Keynote: The Agentic Enterprise
At Dreamforce 2025 in San Francisco, Salesforce CEO and Chair Mark Benioff unveiled the Agentforce 360 platform and declared the arrival of 'the agentic enterprise' — a new era where humans and AI agents drive customer success together. The keynote positioned Agentforce as the fastest-growing product in Salesforce history, having handled more than 1.5 million customer service conversations in nine months. Benioff framed the moment around a central choice: whether AI replaces people or elevates them, arguing that AI built on trust and deep data context amplifies human potential. The keynote featured new products including Agentforce Vibes (vibe-coding), Data 360, Agentforce Voice, and Agent Script, alongside five customer stories from Williams-Sonoma, Pandora, PepsiCo, FedEx, and Dell.
N5 Now
N5 Now is a Buenos Aires-founded software company built specifically for the financial industry. Its 'systematics' platform - along with AI products AIfred, Pep and Singular - lets banks, insurers and payment companies connect CRM, campaigns, analytics, compliance and omnichannel operations on top of existing legacy systems instead of replacing them. Founded in 2017 by former Santander executive Julian Colombo, N5 works fully remotely across teams in dozens of cities, serves clients including Santander, Mastercard, Itau, Interbank and Zurich in roughly 15-18 countries, and closed a $20M Series A in 2025 to accelerate its AI agents for banks.
應援科技 OenTech
應援科技 OenTech is a Taipei-based fintech that runs a one-stop integrated payment cloud platform combining third-party payment processing with a CRM-style supporter management system. Tailored for nonprofits, creators, political campaigns, temples and merchants, it lets organizations accept donations, sell tickets and merchandise, manage memberships and issue receipts on a single, security-certified stack. Certified to PCI-DSS Level 1, ISO 27001 and ISO 27701, Oen positions itself as one of Taiwan's most secure payment platforms and now serves more than 1,000 organizations.
Placester
Placester is a Boston-based real estate technology company that gives agents, teams and brokerages a no-code way to build IDX-ready websites and run their marketing. Founded in 2011 by former agent Matt Barba and technologist Frederick Townes, it pairs drag-and-drop website building with MLS/IDX listing search, a built-in CRM, and email automation. After raising roughly $100M-plus in venture funding and acquiring RealSatisfied, Barba and a group of investors bought the company back from its VCs in 2020 to refocus on its core product and customers. Placester says its tools have served on the order of 400,000 real estate professionals.
Sera Systems
Sera Systems is a Dallas-based SaaS company that builds field service management (FSM) software for HVAC, plumbing, and electrical contractors. Founded in 2018 by longtime HVAC and plumbing contractor Billy Stevens, Sera combines scheduling, dispatching, invoicing, memberships, and financial reporting into one platform designed to raise contractors' operating margins. The company markets a measurable outcome: boosting customers' operating margins by more than 40% within six months. In May 2023 it closed an eight-figure Series B round funded entirely by home-service business owners.
Siro
Siro is an AI conversation intelligence platform built for in-person sales. Reps use its mobile app to record face-to-face conversations at the kitchen table, on the job site, or in the showroom; Siro then transcribes and analyzes those conversations to surface coaching moments, draft follow-ups, update the CRM, and show reps how top performers handle objections. Founded in 2020 by former Cutco top-1% seller and McKinsey alum Jake Cronin, the New York company raised a $50M Series B in May 2025 led by SignalFire, bringing total funding to roughly $75M.
The CRM That Left the Building: Slackbot Just Swallowed Salesforce Whole
Salesforce announced new Model Context Protocol (MCP) servers that connect Salesforce CRM data, Tableau Next analytics, Data 360, and AI agents directly into Slackbot, Slack's built-in personal agent. Users can now query customer records, surface live Tableau visualizations, view unified Data 360 profiles, update pipelines, and trigger workflows across partner apps like Jira, Box, DocuSign, and Zapier — all from a Slack conversation, with no tab-switching, custom code, or separate logins. The Slackbot MCP Client is generally available on any Slack plan that includes Slackbot, and Salesforce-hosted MCP Servers are GA for Enterprise Edition organizations and above, with over 25 compatible partner apps listed in the Slack Marketplace's dedicated MCP registry.
The Workforce That Never Clocks Out
Agentforce is Salesforce's platform for building and deploying autonomous AI agents that work alongside humans across sales, service, marketing, and commerce. Launched at Dreamforce in September 2024 and powered by the Atlas Reasoning Engine, it lets companies stand up agents that resolve customer queries, qualify leads, and complete tasks grounded in their own CRM data. It has become the fastest-growing product in Salesforce history, reaching a $1.2 billion annual recurring revenue run rate by April 2026.
Megan Mackh
Megan Mackh is Vice President of Commercial Sales at Salesforce, where she leads teams driving customer success across cloud solutions. A Stanford and UC Berkeley Haas School of Business alumna, she spent nearly 15 years at Google - rising through AdWords, inside sales, and ultimately heading Global Telecommunications Partnerships for Google Cloud across 60+ telco partners worldwide. Named to CRN's Women of the Channel in 2020 and 2021, she is known for building high-performing teams and taking bold leaps into leadership from an unusually early age - she managed 18 people at AT&T at 22. She is currently pursuing a Doctorate in Public Health at Johns Hopkins Bloomberg School of Public Health.
Ido Gaver
Ido Gaver is the CEO and co-founder of Sweep, a New York-based software company building an agentic workspace that lets AI agents observe, document, and govern the metadata inside enterprise CRM systems like Salesforce and HubSpot. A serial entrepreneur, he previously co-founded flok, a small-business loyalty and CRM startup acquired by Wix in 2017, after which he ran B2B and partnerships for Wix. Since founding Sweep in 2021, he has raised over $45M, including a $22.5M Series B led by Insight Partners with Bessemer, and signed customers such as LG Electronics, Brex, NBC Sports, and Wix.
HubSpot
HubSpot is a Cambridge, Massachusetts-based software company that builds an integrated customer platform combining CRM, marketing, sales, customer service, content, data and commerce tools on a single database. Founded in 2006 by Brian Halligan and Dharmesh Shah, HubSpot popularized the concept of inbound marketing and has grown into a publicly traded company (NYSE: HUBS) serving roughly 300,000 customers worldwide, now anchored by its Breeze AI layer of agents and assistants.
Joe Welu
Joe Welu is the founder and CEO of Total Expert, a Minnesota-based fintech company that built the first customer engagement platform purpose-built for banks, credit unions, and mortgage lenders. He started the company in 2012 from the basement of a real estate office, hiring his first programmers off Craigslist, after a decade running one of the top-selling real estate teams in the U.S. Today Total Expert serves more than 200 financial institutions, including 15 of the top 25 U.S. banks and lenders, and its software touches roughly a quarter of U.S. mortgage production.
Coastal Cloud
Coastal Cloud is a US-based consulting firm founded in 2012 that helps organizations get more value from Salesforce, data, and AI. A top-tier Salesforce Summit/multi-cloud partner headquartered in Palm Coast, Florida, it delivers strategy, implementation, integration, analytics, and managed services across Sales, Service, Marketing, Revenue/CPQ, Commerce, and Data Cloud, extended by Snowflake, Tableau, and MuleSoft. With roughly 570 employees, thousands of Salesforce certifications, and work spanning healthcare, financial services, education, nonprofit, manufacturing, and the public sector, Coastal was acquired by Tata Consultancy Services in a $700 million all-cash deal announced in December 2025.
Cymetrix Software
Cymetrix Software is a global Salesforce and data analytics consulting firm founded in 2016 that helps enterprises modernize their CRM, data, and AI workflows. With a certified team of 150+ consultants and offices in the USA, India, UK, and Japan, Cymetrix delivers multi-cloud Salesforce implementations, MuleSoft integrations, Tableau and Looker analytics, and applied AI - including Agentforce AI agents built on Salesforce Data Cloud - for clients across manufacturing, retail, BFSI, pharma, healthcare, and nonprofit sectors.
Cyntexa
Cyntexa is an IT consulting firm founded in 2018 that helps enterprises run and extend platforms like Salesforce, ServiceNow, AWS, Google Cloud and Nintex. A Salesforce Summit (top-tier) Consulting Partner, it offers implementation, integration, custom app development, managed services, Agentforce/agentic-AI builds and IT staff augmentation. With 400+ mostly certified professionals working out of Jaipur, India and a US presence in San Francisco, the company reports 900+ delivered projects for 710+ customers across 55+ countries.
Global Apps Inc
Global Apps Inc is a Santa Clara-based business and IT consulting firm focused on enterprise cloud and AI implementation. Founded in 2016 by CEO Srikanth P, it helps Fortune 100 and mid-market clients modernize on platforms like Salesforce, Google Cloud, and IBM Watson through a shared-risk delivery model that pairs Silicon Valley architects with senior engineering teams in India. Its services span Salesforce implementation, cloud migration, AI/ML integration, and proprietary offerings such as urIntegrate (multi-cloud data management) and Patent Labs.
InvestorFlow
InvestorFlow is a San Francisco-based software company that builds a purpose-built CRM and investor portal for private markets firms - private equity, private credit and real assets managers. Built on Salesforce and layered with AI, its platform unifies fundraising (capital formation), deal sourcing and execution (capital deployment), and LP engagement and reporting (investor services) in one place. Formed through the 2022 merger of InvestorFlow's investor portal with the Blackstone-incubated FundEngine CRM (Cloud Theory) and backed by a $30M Series A from Ambina Partners, the company serves more than 200 alternative asset managers - including 25 of the top 50 - representing over $6 trillion in assets, 750 funds and 90,000 LPs.
Mirketa Inc
Mirketa Inc is a California-based IT services and consulting firm founded in 2003 that helps organizations run their business on cloud platforms - primarily Salesforce, along with NetSuite, ServiceNow and Oracle. Led by founder and CEO Rajeev Kumar, Mirketa pairs a US head office in Dublin, California with a global delivery center in Noida, India, and specializes in nonprofit, healthcare, education, manufacturing and financial-services customers. Beyond implementation and support services, the company builds its own Salesforce-native products - including Elixir EHR, Finacast, Round Robin Distributor, eCourier and Duplicate Search & Merge - and has layered AI and Agentforce work on top of a Salesforce Crest (Gold) consulting and ISV partnership.
Assembly
Assembly (formerly Copilot) is an AI-powered client portal platform for professional and creative service firms. It gives agencies, accountants, consultants, law firms and freelancers a single branded space where clients can message, sign contracts, pay invoices, share files and buy productized service packages, backed by a lightweight CRM and an AI assistant. Founded in 2020 by Marlon Misra and Neil Raina and based in New York, the Y Combinator-backed company serves more than a thousand service businesses across the US, Canada, the UK, Europe and Australia.
Hubbl Technologies
Hubbl Technologies builds an intelligence layer for Salesforce. Its platform pairs Org Intelligence (audits and monitoring of Salesforce metadata, security and tech debt) with the first process-mining engine built natively on Salesforce, turning live org data into process maps that show how work actually gets done across Cases, Opportunities and custom objects. Founded in 2022 by Salesforce veterans Mike Bogan and Chris Bruzzi and led by CEO Rob Acker, the company raised a $6M Series A led by Salesforce Ventures in February 2026 and serves thousands of Salesforce teams, ISVs, consulting partners and enterprises preparing for AI and Agentforce.
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.