Vetted & Ranked
Best Vetted Sales & CRM Companies in 2026
✓ Independently vetted by the WhatiseBrokering team · 120 companies in this category · Last updated September 10, 2026
Every company below passed our vetting checklist — try before you buy or a real money-back guarantee, no fine-print returns, and a human you can reach. TrustScores reflect what we actually verified, not what companies claim.
AI-powered CRM that automates follow-ups, lead scoring, and email organization for agents and client-driven teams.
Why we like them
✓7-day free trial, no credit card required; paid plans start at $39/mo (Individual) and $460/mo (Business, 10 members)
✓AI features include automatic lead scoring, outreach suggestions, and email-to-contact matching
✓Modular design with add-on apps, integrations, real-time team collaboration, and a built-in dialer/calendar/booking system
What we verified
—Money-back guarantee verified
✓Free trial available
✓Reachable customer service
✓No fine-print return conditions
✓No unrealistic claims detected
Turns messy voice notes, texts, and emails into organized contacts and daily follow-up tasks for real estate agents.
Why we like them
✓Free plan available with no credit card required; paid Essential tier is $19/mo (or discounted yearly)
✓Accepts input via text message, email forwarding, or website inquiries, auto-sorting contacts into pipeline stages
✓Built-in AI assistant (Ally) drafts follow-up messages and answers questions about who needs contact that day
What we verified
—Money-back guarantee verified
✓Free trial available
✓Reachable customer service
✓No fine-print return conditions
✓No unrealistic claims detected
AI-powered role plays and coaching that turn sales training into measurable go-to-market results.
Why we like them
✓Integrates with any LMS via SCORM or LTI, plus CRMs, SAML, and conferencing tools
✓Customer-reported results include 34% reduced ramp time and 46% more deals closed on average
✓Offers free role play demos and rated 4.6+ stars on G2
What we verified
—Money-back guarantee verified
✓Free trial available
✓Reachable customer service
✓No fine-print return conditions
✓No unrealistic claims detected
Automatically scores and coaches every sales call using AI, so managers don't have to listen to recordings.
Why we like them
✓Integrates with existing dialers, video conferencing, and conversation intelligence tools
✓Offers a free trial and demo booking; custom pricing not publicly listed
✓Uses LLMs (via OpenAI/Google Cloud) instead of keyword-based conversation intelligence for context-aware scoring
What we verified
—Money-back guarantee verified
✓Free trial available
✓Reachable customer service
✓No fine-print return conditions
✓No unrealistic claims detected
Parallel dialer and AI voice tools that embed in Salesloft, Outreach, HubSpot, and Orum to boost call volume and coaching.
Why we like them
✓Free trial available; custom pricing via demo request
✓Parallel dial up to 5 lines directly inside Salesloft, Outreach, HubSpot, or Orum
✓Includes AI voice bots for practice/inbound calls, live call coaching, and automated call scoring
What we verified
—Money-back guarantee verified
✓Free trial available
✓Reachable customer service
✓No fine-print return conditions
✓No unrealistic claims detected
Real-time AI coaching and practice simulations that help inside sales reps close more deals.
Why we like them
✓Core platform priced at $35/agent/month; optional Live Coaching add-on at +$49/agent/month
✓Free trial available, no long-term contract required
✓AI Sales Gym lets reps practice objections and pitches against realistic AI buyers before live calls
What we verified
—Money-back guarantee verified
✓Free trial available
✓Reachable customer service
✓No fine-print return conditions
✓No unrealistic claims detected
AI-powered sales roleplay, coaching, and real-time call assistance for sales teams.
Why we like them
✓7-day free trial (credit card required), cancel anytime
✓Rated 4.9 stars on G2 with 1,400+ companies using the platform
✓Combines AI roleplay practice, 1:1 voice coaching, and real-time call assistance in one platform
What we verified
—Money-back guarantee verified
✓Free trial available
✓Reachable customer service
✓No fine-print return conditions
✓No unrealistic claims detected
An all-in-one AI workspace combining CRM, projects, docs, tables, and chat for B2B SaaS teams.
Why we like them
✓Free tier available ("Get Matilda Free") plus demo requests for larger teams
✓Combines 8 core apps—Customers, Projects, Docs, Tables, Boards, Chat, Agents, Automate—into one connected system
✓AI features include customer memory, auto-summaries, intelligent self-updating columns, and always-on workflow agents
What we verified
—Money-back guarantee verified
✓Free trial available
✓Reachable customer service
✓No fine-print return conditions
✓No unrealistic claims detected
AI that scans forums for people discussing problems your business solves, then pings you to join the conversation.
Why we like them
✓Credit-based pricing: 10¢ per forum article scanned, with monthly plans starting at $10 for 200 credits
✓Free tier includes 200 credits to start
✓Delivers alerts via RSS, Slack, Notion, email, or mobile
What we verified
—Money-back guarantee verified
✓Free trial available
✓Reachable customer service
✓No fine-print return conditions
✓No unrealistic claims detected
AI-driven prospecting plus vetted human callers that book ICP meetings on your calendar.
Why we like them
✓Offers a free trial and demo booking, but no public pricing is listed
✓Combines AI lead sourcing (35+ data sources) with human US/UK callers rather than pure software
✓Positioned as a fully managed service including coaching and script optimization, not a self-serve tool
What we verified
—Money-back guarantee verified
✓Free trial available
✓Reachable customer service
✓No fine-print return conditions
✓No unrealistic claims detected
AI-crafted LinkedIn messages and voice notes personalized per prospect to boost reply rates.
Why we like them
✓Pricing from $59/mo per account (annual) or $79/mo billed monthly, per-account model
✓Free trial available, setup claimed in 5 minutes, no credit card details given
✓AI voice notes in your own cloned voice plus a free dedicated residential proxy per connected account
What we verified
✓Money-back guarantee verified
✓Free trial available
—Reachable customer service
✓No fine-print return conditions
✓No unrealistic claims detected
AI that runs your SDR motion end-to-end — sourcing, scoring, outreach, and follow-up — in your team's own voice.
Why we like them
✓Free to start, no credit card required; paid demo/plans available via 'Book a Demo'
✓Scorecards feature grades accounts against custom fit criteria with reasoning shown per call
✓Style Guide learns your team's actual writing patterns to generate on-voice outreach across email, LinkedIn, and phone
What we verified
—Money-back guarantee verified
✓Free trial available
✓Reachable customer service
✓No fine-print return conditions
✓No unrealistic claims detected
AI platform that monitors client relationships and drafts, tracks, and flags risk 24/7 for service teams.
Why we like them
✓Enterprise/bespoke pricing only — no published self-serve tiers or free plan
✓CARE scoring model gives a single relationship-health number per client, backed by cited source conversations
✓Connects to Salesforce, Gmail, Slack, Teams, Zoom, Outlook, Notion, Asana, and supports MCP for Claude/ChatGPT
What we verified
—Money-back guarantee verified
✓Free trial available
✓Reachable customer service
✓No fine-print return conditions
✓No unrealistic claims detected
An AI-native CRM where agents build pipeline, prep meetings, and update records from your calls and emails.
Why we like them
✓Free trial available, no pricing tiers publicly listed on site
✓Core features: pipeline scoring, meeting recorder/summarizer, bulk CRM edits via chat, automated outreach and revival emails
✓SOC 2 Type II, HIPAA, and ISO 27001 (in progress) compliance
What we verified
—Money-back guarantee verified
✓Free trial available
✓Reachable customer service
✓No fine-print return conditions
✓No unrealistic claims detected
AI-powered B2B contact and account data with natural-language search for sales, marketing, and RevOps teams.
Why we like them
✓Free tier available ("Start For Free") plus paid plans via demo/pricing page
✓Agentic natural-language search across a 50M+ campaign-trained GTM database with real-time signals
✓Installable as a CLI for use inside Claude Code and Codex, not just a standalone web app
What we verified
—Money-back guarantee verified
✓Free trial available
✓Reachable customer service
✓No fine-print return conditions
✓No unrealistic claims detected
A Telegram-native CRM for managing leads, automated outreach, and deal pipelines in one dashboard.
Why we like them
✓1-week free trial available before committing
✓Automated multi-account outreach sequences designed to avoid Telegram account restrictions
✓Includes a Telegram Group Parser for lead research plus team task assignment within deals
What we verified
—Money-back guarantee verified
✓Free trial available
✓Reachable customer service
✓No fine-print return conditions
✓No unrealistic claims detected
A Gmail-connected CRM that auto-creates leads and tracks deals for startup sales teams.
Why we like them
✓Single Pro plan at $29/user/month (launch discount from $35), no credit card required for trial
✓14-day free trial; automatic lead creation from Gmail with AI-based hot/warm/cold tagging
✓Includes shareable client pipelines, usage-based phone/VOIP, and proposal generation
What we verified
—Money-back guarantee verified
✓Free trial available
✓Reachable customer service
✓No fine-print return conditions
✓No unrealistic claims detected
AI-powered WhatsApp CRM for teams to manage chats, schedule messages, and track leads without WhatsApp Business API.
Why we like them
✓Free plan available with no credit card required, plus paid tiers for scaling teams
✓Unlimited WhatsApp message scheduling, bulk sending, and AI auto-reply without WABA or app installs
✓Shared team inbox, sales pipeline/Kanban lead tracking, and real-time AI translation built in
What we verified
✓Money-back guarantee verified
✓Free trial available
—Reachable customer service
✓No fine-print return conditions
✓No unrealistic claims detected
AI platform that analyzes CRM and communication data to reveal true deal health and forecast accuracy.
Why we like them
✓Integrates with HubSpot, Slack, Zoom, and Fathom, with Salesforce and Notion coming soon
✓Offers deal health scoring, pipeline history tracking, win-loss analysis, and customer health monitoring
✓Pricing not published on site; sign-up via demo request or free account creation
What we verified
—Money-back guarantee verified
✓Free trial available
✓Reachable customer service
✓No fine-print return conditions
✓No unrealistic claims detected
Access and query your Copper CRM data directly inside ChatGPT using natural language.
Why we like them
✓Read-only access: can view but not edit, create, or delete CRM records
✓Included free for Copper Professional and Business plans, including trial accounts
✓Ask natural-language questions like 'Show me open deals this quarter' or 'Summarize next week's tasks'
What we verified
—Money-back guarantee verified
✓Free trial available
✓Reachable customer service
✓No fine-print return conditions
✓No unrealistic claims detected
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