A
CRM
Attio
Customizable CRM built around your own data model
Key features
- Deal pipeline
- Contact and company records
- Email integration
- Workflow automation
- Sales reporting
- Mobile app
Browse by industry
Software for insurance.
Insurance agencies, brokers and carriers.
Built for insurance
Specialist tools
Compliance management Rising
Comp AI
Open-source, AI-driven compliance automation
Key features
- Framework templates
- Automated evidence collection
- Policy management
- Continuous control monitoring
Compliance management Category leader
Drata
Compliance automation and trust management platform
Key features
- Framework templates
- Automated evidence collection
- Policy management
- Continuous control monitoring
CRM Category leader
HubSpot
CRM with sales, marketing and service tools in one platform
Key features
- Deal pipeline
- Contact and company records
- Email integration
- Workflow automation
- Sales reporting
- Mobile app
Compliance management Rising
Oneleet
Security-first compliance platform with built-in pen testing
Key features
- Framework templates
- Automated evidence collection
- Policy management
- Risk register
- Continuous control monitoring
CRM Category leader
Pipedrive
Pipeline-focused sales CRM for small and growing sales teams
Key features
- Deal pipeline
- Email integration
- Workflow automation
CRM Category leader
Salesforce Sales Cloud
CRM for sales teams, from small business suites to enterprise editions
Key features
- Contact and company records
- Email integration
- Workflow automation
- Sales reporting
Compliance management Category leader
Secureframe
Compliance automation for SOC 2, ISO 27001, HIPAA and CMMC
Key features
- Framework templates
- Automated evidence collection
- Policy management
- Risk register
- Continuous control monitoring
CRM Rising
Twenty
Open-source CRM you can customize and self-host
Key features
- Contact and company records
- Email integration
- Workflow automation
- Sales reporting
Compliance management Category leader
Vanta
Compliance, risk and trust management with continuous monitoring
Key features
- Framework templates
- Automated evidence collection
- Policy management
- Risk register
- Continuous control monitoring
CRM
folk
Lightweight CRM for managing relationships and outreach
Key features
- Deal pipeline
- Contact and company records
- Email integration
- Sales reporting
- Mobile app
Also used in insurance
General tools that fit
Project portfolio management Category leader
Clarity by Broadcom
Enterprise strategic portfolio management linking strategy, funding and execution
Key features
- Financial tracking
- Scenario modeling
Contact center software Category leader
Five9
Cloud contact center with AI agents, routing and workforce tools
Key features
- Call routing
- CRM and help desk integration
Learning management Category leader
LearnUpon
LMS for employee, customer and member training portals
Customer satisfaction software Category leader
Medallia
Enterprise customer, employee and contact center experience platform
Key features
- Response analytics
- Text analysis
Proposal software Category leader
PandaDoc
Proposals, quotes and contracts with e-signature and tracking
Key features
- Content library
- E-signature
- View tracking
- Embedded pricing table
- CRM integration
Project portfolio management Category leader
Planview Portfolios
Translate strategy into results
Key features
- Portfolio dashboards
- Financial tracking
- Scenario modeling
Customer satisfaction software Category leader
Qualtrics
Experience management platform for customer feedback programs
Key features
- Multi-channel distribution
- Survey logic
- Response analytics
- Closed-loop alerts
Contact center software Rising
Retell AI
AI voice agents that answer and place phone calls
Sales enablement Category leader
Seismic
AI-powered enablement platform for sales content, coaching and playbooks
Key features
- Content repository
- Digital sales rooms
- Playbooks
- Rep training and coaching
AI agent builders Rising
StackAI
No-code AI agents for regulated enterprise teams
Key features
- No-code agent builder
- Tool and app actions
- Knowledge grounding
- Model choice
- Human approval step
Contact center software Rising
Synthflow
AI voice platform for enterprise phone automation
Key features
- Call routing
- CRM and help desk integration
Contact center software Category leader
Talkdesk
Cloud contact center platform for voice and digital support
Key features
- Call routing
- CRM and help desk integration
- Real-time dashboards
Budgeting and forecasting Category leader
Vena
Excel-native FP&A platform for planning, reporting and close
Key features
- Scenario modelling
- Driver-based planning
- Cash flow forecasting
Other industries
Technology 257Professional services 146Retail & ecommerce 141Manufacturing 65Healthcare 114Construction 45Nonprofit 38Education 66Hospitality 33Real estate 33Finance 99Legal 23Agriculture 18Automotive 19Government 45Media & entertainment 57Food & beverage 43Transportation & logistics 29Energy & utilities 24Clubs, gyms & sports 14Beauty & wellness 24Churches & religious groups 12Home & field services 36