crm-automation
(7)
Conquer Put the Sales Stack Inside Salesforce. Then It Went Shopping.
The company once known as DialSource spent years fixing the unglamorous plumbing of enterprise selling. Now it is stitching calls, coaching, attribution and buyer collaboration into one Salesforce-native operating layer.
Avoma
It began as a fix for the world's most quietly expensive habit: the meeting nobody remembers. Nine years later Avoma runs the whole meeting lifecycle - booking, notes, coaching, forecast - for a thousand-plus companies, on a price list you can actually read.
NOSO LABS
NOSO LABS builds AI agents for field-service technicians in home-services trades - starting with HVAC, plumbing, electrical, and pest control. Its agents automatically follow up on unsold estimates over text, sync notes to the CRM, and route complex jobs to a back-office dashboard, aiming to recover revenue that would otherwise slip through the cracks without adding headcount. Founded in 2025 by Winston Chi and Alex Xi, the San Francisco company is part of Y Combinator's Summer 2025 batch.
Scratchpad
Scratchpad is an AI workspace for sales that sits between reps and Salesforce, automating CRM updates, transcribing calls, monitoring data hygiene, and enforcing sales methodologies so sellers spend less time on admin and more time closing. Founded in 2019 by repeat founders Pouyan Salehi and Cyrus Karbassiyoon, the company has raised roughly $49.6M, including a $33M Series B led by Craft Ventures, and is used by thousands of revenue teams at companies like Brex, Vercel, Clio and Crunchbase.
Swantide
Swantide is a San Francisco-based AI company that puts a Salesforce admin in your keyboard. Founded in 2020 by Taylor Lint, the platform connects to a company's Salesforce instance to automate configuration changes, debug issues, document processes automatically, and answer team questions in plain language. Backed by $7M in seed funding from Menlo Ventures and others, Swantide helps ops, sales, and revenue teams cut Salesforce go-live times from weeks and months down to hours and days.
Oliv AI
Oliv AI is a San Francisco software company building a team of AI agents for revenue organizations. Instead of asking sales reps to log calls, update the CRM, and prep for meetings, Oliv's agents capture deal intelligence automatically from every meeting, call, and email, then keep Salesforce and HubSpot accurate, score deals against methodologies like MEDDICC and BANT, forecast pipeline, and coach reps. The pitch is blunt: grow revenue without growing headcount by letting agents own responsibilities end-to-end, not just complete one-off tasks.
Revenue Grid
Revenue Grid is a Salesforce-native revenue intelligence and sales engagement platform that captures activity data automatically, surfaces deal risks, and guides sales teams step by step toward closing. Founded in 2005 as InvisibleCRM and rebranded in 2020, it combines AI-driven Guided Selling, forecasting, and pipeline visibility to help B2B revenue teams sell on their own terms.