Vetted & Ranked
Best Vetted Sales & CRM Companies in 2026
✓ Independently vetted by the WhatiseBrokering team · 120 companies in this category · Last updated October 15, 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 joins your meetings, writes notes, and updates your pipeline automatically.
Why we like them
✓Free forever plan: 2 hours of meetings/month, up to 10 prospects, no credit card required
✓Paid tiers from $29–$99/mo scale meeting hours (10–50 hrs) for more active sellers
✓Supports Google Meet & Microsoft Teams; CSV import from HubSpot, Pipedrive, and Salesforce
What we verified
—Money-back guarantee verified
✓Free trial available
✓Reachable customer service
✓No fine-print return conditions
✓No unrealistic claims detected
AI sales agents that record, transcribe, and analyze calls to automate CRM updates, follow-ups, and coaching.
Why we like them
✓14-day free trial, no setup required to start
✓Supports call recording and transcription in 98 languages
✓GDPR-compliant and ISO 27001 certified, with human-in-the-loop CRM sync controls
What we verified
—Money-back guarantee verified
✓Free trial available
✓Reachable customer service
✓No fine-print return conditions
✓No unrealistic claims detected
Cloud-based LinkedIn automation that handles connection requests, AI messages, and posts without a browser plugin.
Why we like them
✓Paid plans from €9.99–€24.99/month with a 7-day free trial, cancel anytime
✓Runs 24/7 on Inboundy's servers (no browser plugin, no password storage)
✓Auto-sorts accepted connections into keyword-based lists and can turn post engagement into follow-up messages
What we verified
—Money-back guarantee verified
✓Free trial available
✓Reachable customer service
✓No fine-print return conditions
✓No unrealistic claims detected
AI sales agent that automates personalized LinkedIn and email outreach to book meetings.
Why we like them
✓Starts at $899/mo, requires a LinkedIn Sales Navigator subscription
✓Claims 41.5% connection acceptance and 39% reply rate vs. industry averages of 20% and 13%
✓AI chatbot auto-replies to LinkedIn messages every 3-5 minutes using custom prompts and prospect research
What we verified
—Money-back guarantee verified
✓Free trial available
✓Reachable customer service
✓No fine-print return conditions
✓No unrealistic claims detected
Automates LinkedIn connections, messages, and reply handling, with human approval before sending.
Why we like them
✓7-day free trial, then plans start at $49/mo (Standard) or $99/mo for the Pro 'Full AI SDR' tier with 3 senders
✓Signal Agents track competitor engagers, influencer follows, and intent signals to surface warmer leads
✓Supports multiple LinkedIn sender accounts with a unified inbox, per-sender health checks, and API/Zapier access on higher tiers
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 helps sales pros post, engage, and track leads on LinkedIn to build trust before outreach.
Why we like them
✓Free Starter plan (10 post credits) with paid tiers at $29/mo (Growth) and $49/mo (Pro), plus 2 months free on annual billing
✓AI writing tools turn docs, images, or voice notes into LinkedIn posts, with scheduling and draft management
✓Includes contact/lead tracking, AI-suggested leads, email enrichment credits, and SSI/content ROI analytics
What we verified
—Money-back guarantee verified
✓Free trial available
✓Reachable customer service
✓No fine-print return conditions
✓No unrealistic claims detected
Cloud-based LinkedIn automation tool for connection requests, follow-ups, and CRM-synced outreach.
Why we like them
✓Offers a smart inbox for managing LinkedIn conversations and scheduled follow-ups directly within the tool
✓Provides 10+ native CRM integrations plus Google Sheets/CSV import for custom target audiences
✓Includes 40+ advanced search filters comparable to LinkedIn Sales Navigator
What we verified
—Money-back guarantee verified
✓Free trial available
✓Reachable customer service
✓No fine-print return conditions
✓No unrealistic claims detected
Finds professional email addresses from LinkedIn profiles and drafts outreach emails with AI.
Why we like them
✓Free plan includes 50 credits/month plus unlimited single email lookups from LinkedIn
✓Claims up to 98% email deliverability across a 500M+ profile, 200M+ email database
✓Credit-based subscription tiers ($0–$800/mo) with team sharing, API access, and rollover credits
What we verified
—Money-back guarantee verified
✓Free trial available
✓Reachable customer service
✓No fine-print return conditions
✓No unrealistic claims detected
An AI-driven revenue engine that finds buyer signals, scores accounts, and preps reps for every call.
Why we like them
✓7-day free trial; Starter plan from $99/month with 20,000 monthly action credits
✓Includes signal monitoring, TAM scoring, AI-generated meeting prep, and CRM automation in one platform
✓SOC 2 Type II, ISO 27001, GDPR-compliant, and HIPAA-ready, with an MCP integration for Claude, Cursor, and other AI clients
What we verified
—Money-back guarantee verified
✓Free trial available
✓Reachable customer service
✓No fine-print return conditions
✓No unrealistic claims detected
AI-powered platform that unifies prospecting, enrichment, and outreach using 100+ data sources.
Why we like them
✓Aggregates 100+ data providers (contact, firmographic, technographic, funding data) under one subscription
✓Tracks 75+ live intent signals like job changes, hiring trends, and G2 reviews to time outreach
✓Includes AI research agents for personalization, lead scoring, and CRM/Slack/email sync
What we verified
—Money-back guarantee verified
✓Free trial available
✓Reachable customer service
✓No fine-print return conditions
✓No unrealistic claims detected
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
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 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
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