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Stage 4 of the sales and marketing funnel: Calls, meeting notes, CRM, proposals. 11 curated AI tools.

Categories:Call intelligenceMeeting notesCRMDocument automation
  • Gong

    Editor’s Pick

    Revenue intelligence and conversation analytics platform

    CloseCall intelligenceWorks with Salesforce, HubSpot, Slack
    Custom quote (Pricing upon request; contact sales)Details
  • Fathom

    Editor’s Pick

    AI meeting recorder and CRM note-taker for Zoom, Meet, and Teams

    CloseMeeting notesWorks with HubSpot, Salesforce, Slack
    Free for individual recording; Team Edition from $24/seat/mo billed annually ($32/seat/mo monthly)Details
  • AI meeting assistant that records, summarizes, and automatically shares highlights

    CloseMeeting notesWorks with HubSpot, Slack, Google Workspace
    Free tier (5 hrs/mo); Pro from $15/seat/mo billed annually ($19/seat/mo monthly)Details
  • AI voice assistant that transcribes, searches, and analyzes voice conversations

    CloseMeeting notesWorks with HubSpot, Salesforce, Slack
    Free tier (limited credits); Pro from $10/user/mo billed annually ($18/user/mo monthly)Details
  • HubSpot Sales Hub

    Editor’s Pick

    All-in-one sales CRM platform with deal management and pipeline tracking

    CloseCRMWorks with Salesforce, Slack, Zapier
    Free CRM tier; Starter from $15/seat/mo billed annually ($20/seat/mo monthly); Professional from $90/seat/mo billed annually ($100/seat/mo monthly)Details
  • Salesforce Sales Cloud

    Editor’s Pick

    The global enterprise standard CRM platform with customizable revenue data models

    CloseCRMWorks with Slack, Zapier, Google Workspace
    Starter Suite from $25/user/mo billed annually; Pro Suite $100/user/mo; Enterprise $165/user/moDetails
  • Pipedrive

    Editor’s Pick

    Visual sales CRM designed around activity-based deal tracking

    CloseCRMWorks with Google Workspace, Slack, Zapier
    Lite from $14/user/mo billed annually ($24/mo monthly); Growth from $39/user/mo ($49/mo monthly); Premium from $59/user/mo ($79/mo monthly); Ultimate from $79/user/mo ($99/mo monthly)Details
  • High-velocity CRM with built-in calling, SMS, and multi-channel email sequencing

    CloseCRMWorks with Google Workspace, Slack, Zapier
    Solo from $49/mo billed annually ($59/mo monthly; 1 user); Startup from $99/mo ($119/mo monthly; includes 3 users); Professional from $299/moDetails
  • Attio

    Editor’s Pick

    Real-time, data-driven CRM built with custom objects and automated email sync

    CloseCRMWorks with Slack, Zapier, Google Workspace
    Free tier (up to 3 users); Plus from $29/user/mo billed annually ($34/user/mo monthly); Pro from $59/user/mo billed annually ($69/user/mo monthly)Details
  • All-in-one CRM for high-velocity deal pipelines, contact enrichment, and mail merges

    CloseCRMWorks with Google Workspace, Zapier, Slack
    14-day free trial; Standard from /member/mo billed annually (/member/mo monthly); Premium from /member/moDetails
  • Document workflow automation with CPQ quoting and compliant e-signatures

    CloseDocument automationWorks with Google Workspace, HubSpot, Salesforce
    14-day trial; Essentials from $19/seat/mo billed annually ($35/seat/mo monthly); Business from $49/seat/mo billed annually ($65/seat/mo monthly)Details
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