Problems / Sales
Close more sales: AI CRM, prospecting and deal tools for SMBs
Most deals aren't lost, they're forgotten. Clean pipelines, fast follow-up and frictionless signatures close the gap.
How to solve it
The four-step playbook
- 1Get every lead into one CRM, automatically.
- 2Enrich and prioritize leads so you call the right ones first.
- 3Automate follow-ups, but write the first message like a human.
- 4Shorten the path from yes to signed to paid.
Companies & products 6
HubSpot Breeze
AI agents and assistants across HubSpot's CRM, marketing and service hubs.
See siteCompanyPipedrive
Sales CRM for small teams with AI sales assistant features.
See siteCompanyApollo.io
B2B contact database and sales engagement with AI-assisted outreach.
Free plan available; see siteCompanyClay
Data enrichment and AI research agents for prospecting workflows.
See siteCompanyAttio
Flexible, data-driven CRM with built-in automations and AI.
See siteCompanyCalendly
Scheduling links and routing for booking meetings.
Free plan available; see siteOpen-source tools 5
Twenty CRM
Open-source CRM positioned as an alternative to Salesforce, designed for AI.
twentyhq/twentyOpen sourceCal.com (open source)
Open scheduling infrastructure: booking pages, round-robin and routing you can self-host.
calcom/cal.diyOpen sourceDocumenso
Open-source DocuSign alternative for sending and signing contracts.
documenso/documensoOpen sourceOdoo
Open-source business apps: CRM, invoicing, inventory, website and more.
odoo/odooOpen sourceFirecrawl
Turns websites into LLM-ready data: crawl competitors, research leads, feed agents.
firecrawl/firecrawlAgent skills & MCP servers 1
Workflow recipes 1
Workflow recipe
Proposal to signature to invoice
- Draft the proposal with your assistant from a template.
- Send for signature with Documenso.
- When signed, create the invoice in Invoice Ninja or Stripe automatically.
Frequently asked questions
What is the best CRM for a small business?
HubSpot (with Breeze AI) and Pipedrive are popular hosted CRMs; Attio is a newer flexible option. Twenty and Odoo are open-source CRMs you can self-host.
How can AI help with sales prospecting?
Apollo.io provides a contact database and outreach; Clay enriches and researches leads with AI. Firecrawl can pull public information from company websites for research.
Is there an open-source DocuSign alternative?
Yes, Documenso is an open-source document signing tool.
How do I go from signed proposal to invoice automatically?
Send for signature with Documenso, then trigger an invoice in Invoice Ninja or Stripe once signed. The Proposal to signature to invoice recipe shows the steps.