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Marketing Software and CRM Directory

Software that small businesses use to track leads and customers and send marketing emails and texts.

Marketing software and CRM tools track your leads and customers and send email and text messages. The best one is the one your team will actually use every day.

What to Look For

  • Make sure you can export your contacts as a file.
  • Start with the features you need now, not every add on.
  • Check texting rules before you send marketing texts.

See the Best Marketing Software and CRM Tools, with the reason behind each score.

36 Marketing Software and CRM Tools, Ranked

How this list is ranked: We rank all 36 companies from 1 to 36 with Occidental, the same rules as our Stack Advisor. Each company gets a score from 0 to 10 on six things. The weights are fit 28%, scale 16%, cost to own 16%, support 16%, lock-in risk 12%, vendor health 12%.

We only score facts we checked on each company's own site, like a main phone line, team size and the year it started. The list is not based on user reviews, and no company paid for its place. Cost to own is the same for all, since we have no checked prices. So the cards show the other five scores.

  1. Waltham, MA · Founded 1996 · 1,001-5,000 people

    • Email marketing
    • SMS marketing
    • Social media marketing
    • Email templates
    Fit
    6.0
    Scale
    10.0
    Support
    9.5
    Lock-in risk
    6.0
    Vendor health
    10.0

    Listed in Marketing Software and CRM

    Reach a Person: Best route is the sales or quote form on the company website. See the steps

  2. HubSpot homepage
    2

    HubSpot

    7.5 of 10

    Cambridge, MA · Founded 2006 · 5,001-10,000 people

    • CRM software
    • Marketing automation
    • Sales software
    • Customer service software
    Fit
    6.0
    Scale
    10.0
    Support
    9.5
    Lock-in risk
    6.0
    Vendor health
    10.0

    Listed in Marketing Software and CRM

    Reach a Person: Best route is the sales or quote form on the company website. See the steps

  3. Freshworks homepage
    3

    Freshworks

    7.3 of 10

    San Mateo, CA · Founded 2010 · 1,001-5,000 people

    • Customer service software
    • IT service management
    • Help desk software
    • IT asset management
    Fit
    6.0
    Scale
    10.0
    Support
    9.5
    Lock-in risk
    6.0
    Vendor health
    8.5

    Listed in Marketing Software and CRM

    Reach a Person: Best route is the main phone line. See the steps

  4. Podium homepage
    4

    Podium

    7.3 of 10

    Lehi, UT · Founded 2014 · 1,001-5,000 people

    • AI lead management
    • Text marketing
    • Online reviews
    • Reputation management
    Fit
    6.0
    Scale
    10.0
    Support
    9.5
    Lock-in risk
    6.0
    Vendor health
    8.5

    Listed in Marketing Software and CRM

    Reach a Person: Best route is the main phone line. See the steps

  5. HighLevel homepage
    5

    HighLevel

    7.2 of 10

    Dallas, TX · Founded 2018 · 1,001-5,000 people

    • CRM
    • Marketing automation
    • AI agents
    • Websites and funnels
    Fit
    6.0
    Scale
    10.0
    Support
    9.5
    Lock-in risk
    6.0
    Vendor health
    7.0

    Listed in Marketing Software and CRM

    Reach a Person: Best route is the sales or quote form on the company website. See the steps

  6. Keap homepage
    6

    Keap

    7.2 of 10

    Grapevine, TX · Founded 2001 · 201-500 people

    • Small business CRM
    • Marketing automation
    • Email marketing
    • Text marketing
    Fit
    6.0
    Scale
    8.0
    Support
    9.5
    Lock-in risk
    6.0
    Vendor health
    10.0

    Listed in Marketing Software and CRM

    Reach a Person: Best route is the main phone line. See the steps

  7. Mailchimp homepage
    7

    Mailchimp

    6.9 of 10

    Atlanta, GA · 1,001-5,000 people

    • Email marketing
    • SMS marketing
    • Marketing automation
    • Email templates
    Fit
    6.0
    Scale
    10.0
    Support
    9.5
    Lock-in risk
    6.0
    Vendor health
    5.0

    Listed in Marketing Software and CRM

    Reach a Person: Best route is the main phone line. See the steps

  8. Salesforce homepage
    8

    Salesforce

    6.9 of 10

    San Francisco, CA · 10,001+ people

    • CRM
    • AI agents
    • Marketing automation
    • Customer data platform
    Fit
    6.0
    Scale
    10.0
    Support
    9.5
    Lock-in risk
    6.0
    Vendor health
    5.0

    Listed in Marketing Software and CRM

    Reach a Person: Best route is the sales or quote form on the company website. See the steps

  9. 9

    Thryv

    6.9 of 10

    Grapevine, TX · 1,001-5,000 people

    • Online listings management
    • Social media management
    • Reputation management
    • Website builder
    Fit
    6.0
    Scale
    10.0
    Support
    9.5
    Lock-in risk
    6.0
    Vendor health
    5.0

    Listed in Marketing Software and CRM

    Reach a Person: Best route is the main phone line. See the steps

  10. Insightly homepage
    10

    Insightly

    6.7 of 10

    San Francisco, CA · Founded 2009 · 51-200 people

    • CRM
    • Marketing automation
    • Support ticketing
    • App integrations
    Fit
    6.0
    Scale
    7.0
    Support
    9.5
    Lock-in risk
    6.0
    Vendor health
    7.5

    Listed in Marketing Software and CRM

    Reach a Person: Best route is the main phone line. See the steps

  11. Klaviyo homepage
    11

    Klaviyo

    6.7 of 10

    Boston, MA · Founded 2012 · 1,001-5,000 people

    • Email marketing
    • SMS marketing
    • B2C CRM
    • Marketing analytics
    Fit
    6.0
    Scale
    10.0
    Support
    5.5
    Lock-in risk
    6.0
    Vendor health
    8.5

    Listed in Marketing Software and CRM

    Reach a Person: Best route is the contact form on the company website. See the steps

  12. Pipedrive homepage
    12

    Pipedrive

    6.5 of 10

    New York, NY · Founded 2010 · 501-1,000 people

    • Sales CRM
    • Pipeline management
    • Lead management
    • Sales automation
    Fit
    6.0
    Scale
    9.0
    Support
    5.5
    Lock-in risk
    6.0
    Vendor health
    8.5

    Listed in Marketing Software and CRM

    Reach a Person: Best route is the sales or quote form on the company website. See the steps

  13. ActiveCampaign homepage
    13

    ActiveCampaign

    6.4 of 10

    Chicago, IL · 1,001-5,000 people

    • Email marketing
    • Marketing automation
    • CRM
    • SMS marketing
    Fit
    6.0
    Scale
    10.0
    Support
    6.5
    Lock-in risk
    6.0
    Vendor health
    5.0

    Listed in Marketing Software and CRM

    Reach a Person: Best route is the main phone line. See the steps

  14. Close homepage
    14

    Close

    6.3 of 10

    Austin, TX · Founded 2013 · 51-200 people

    • Sales CRM
    • Built in calling
    • Email and SMS outreach
    • Sales automation
    Fit
    6.0
    Scale
    7.0
    Support
    6.5
    Lock-in risk
    6.0
    Vendor health
    7.5

    Listed in Marketing Software and CRM

    Reach a Person: Best route is the main phone line. See the steps

  15. Merchynt homepage
    15

    Merchynt

    6.3 of 10

    Los Angeles, CA · Founded 2019 · 11-50 people

    • Google Business Profile management
    • Local SEO software
    • Local SEO audits
    • Review management
    Fit
    5.0
    Scale
    10.0
    Support
    6.5
    Lock-in risk
    6.0
    Vendor health
    6.0

    Listed in Local SEO, AI Search Optimization, Marketing Software and CRM

    Reach a Person: Best route is the main phone line. See the steps

  16. CallRail homepage
    16

    CallRail

    5.9 of 10

    Atlanta, GA · Founded 2011 · 201-500 people

    • Call tracking
    • Marketing attribution
    • Conversation intelligence
    • Form tracking
    Fit
    6.0
    Scale
    8.0
    Support
    2.5
    Lock-in risk
    6.0
    Vendor health
    8.5

    Listed in Marketing Software and CRM

    Reach a Person: Best route is the linkedIn company page. See the steps

  17. Nutshell homepage
    17

    Nutshell

    5.9 of 10

    Ann Arbor, MI · Founded 2009 · 11-50 people

    • CRM
    • Sales automation
    • Email marketing
    • Contact management
    Fit
    6.0
    Scale
    6.0
    Support
    5.5
    Lock-in risk
    6.0
    Vendor health
    7.5

    Listed in Marketing Software and CRM

    Reach a Person: Best route is the contact form on the company website. See the steps

  18. AthenaHQ homepage
    18

    AthenaHQ

    5.9 of 10

    AI search specialist

    San Francisco, CA · Founded 2024 · 11-50 people

    • Generative engine optimization
    • Answer engine optimization
    • AI search visibility tracking
    • Agentic marketing tools
    Fit
    5.0
    Scale
    10.0
    Support
    5.5
    Lock-in risk
    6.0
    Vendor health
    4.5

    Listed in AI Search Optimization, Marketing Software and CRM

    Reach a Person: Best route is the sales or quote form on the company website. See the steps

  19. Goodie homepage
    19

    Goodie

    5.9 of 10

    AI search specialist

    New York, NY · Founded 2024 · 11-50 people

    • AI visibility monitoring
    • Prompt research
    • AEO optimization
    • Content studio
    Fit
    5.0
    Scale
    10.0
    Support
    5.5
    Lock-in risk
    6.0
    Vendor health
    4.5

    Listed in AI Search Optimization, Marketing Software and CRM

    Reach a Person: Best route is the contact form on the company website. See the steps

  20. Birdeye homepage
    20

    Birdeye

    5.8 of 10

    Palo Alto, CA · Founded 2012 · 1,001-5,000 people

    • Review management
    • Listing management
    • Local SEO software
    • Social media software
    Fit
    5.0
    Scale
    2.0
    Support
    9.5
    Lock-in risk
    6.0
    Vendor health
    8.5

    Listed in Local SEO, AI Search Optimization, Marketing Software and CRM

    Reach a Person: Best route is the main phone line. See the steps

  21. Conductor homepage
    21

    Conductor

    5.8 of 10

    AI search specialist

    New York, NY · Founded 2010 · 201-500 people

    • AEO platform
    • SEO intelligence
    • AI content generation
    • Website monitoring
    Fit
    5.0
    Scale
    6.0
    Support
    5.5
    Lock-in risk
    6.0
    Vendor health
    8.5

    Listed in AI Search Optimization, Marketing Software and CRM

    Reach a Person: Best route is the contact form on the company website. See the steps

  22. Semrush homepage
    22

    Semrush

    5.8 of 10

    Boston, MA · Founded 2008 · 1,001-5,000 people

    • Keyword research
    • Site audit
    • AI search visibility
    • Competitor analysis
    Fit
    5.0
    Scale
    2.0
    Support
    9.5
    Lock-in risk
    6.0
    Vendor health
    8.5

    Listed in AI Search Optimization, Marketing Software and CRM

    Reach a Person: Best route is the main phone line. See the steps

  23. Kit homepage
    23

    Kit

    5.6 of 10

    Founded 2013 · 51-200 people

    • Email marketing
    • Newsletters
    • Marketing automation
    • Landing pages
    Fit
    6.0
    Scale
    7.0
    Support
    2.5
    Lock-in risk
    6.0
    Vendor health
    7.5

    Listed in Marketing Software and CRM

    Reach a Person: Best route is the linkedIn company page. See the steps

  24. Bluefish homepage
    24

    Bluefish

    5.6 of 10

    New York, NY · Founded 2024 · 51-200 people

    • AI brand visibility tracking
    • AI channel marketing
    • Brand presence control
    Fit
    5.0
    Scale
    8.0
    Support
    5.5
    Lock-in risk
    6.0
    Vendor health
    4.5

    Listed in AI Search Optimization, Marketing Software and CRM

    Reach a Person: Best route is the sales or quote form on the company website. See the steps

  25. BrightEdge homepage
    25

    BrightEdge

    5.5 of 10

    Foster City, CA · Founded 2007 · 501-1,000 people

    • Enterprise SEO platform
    • AI search visibility tracking
    • Keyword research
    • Site audits
    Fit
    5.0
    Scale
    4.0
    Support
    5.5
    Lock-in risk
    6.0
    Vendor health
    8.5

    Listed in AI Search Optimization, Marketing Software and CRM

    Reach a Person: Best route is the contact form on the company website. See the steps

  26. Zoho homepage
    26

    Zoho

    5.5 of 10

    Chennai, Tamil Nadu · 10,001+ people

    • CRM
    • Business email
    • Email marketing
    • Accounting software
    Fit
    5.0
    Scale
    10.0
    Support
    2.5
    Lock-in risk
    6.0
    Vendor health
    5.0

    Listed in Email Hosting, Marketing Software and CRM

    Reach a Person: Best route is the linkedIn company page. See the steps

  27. Less Annoying CRM homepage

    St. Louis, MO

    • Contact management
    • Lead tracking
    • Task reminders
    • Calendar
    Fit
    6.0
    Scale
    5.0
    Support
    5.5
    Lock-in risk
    6.0
    Vendor health
    4.0

    Listed in Marketing Software and CRM

    Reach a Person: Best route is the contact form on the company website. See the steps

  28. Profound homepage
    28

    Profound

    5.4 of 10

    AI search specialist

    New York, NY · 201-500 people

    • AI visibility tracking
    • Answer engine insights
    • Prompt volume data
    • Shopping analytics
    Fit
    5.0
    Scale
    6.0
    Support
    5.5
    Lock-in risk
    6.0
    Vendor health
    5.0

    Listed in AI Search Optimization, Marketing Software and CRM

    Reach a Person: Best route is the sales or quote form on the company website. See the steps

  29. Writesonic homepage
    29

    Writesonic

    5.3 of 10

    AI search specialist

    San Francisco, CA · Founded 2021 · 51-200 people

    • AI visibility tracking
    • GEO
    • AEO
    • AI content creation
    Fit
    5.0
    Scale
    8.0
    Support
    2.5
    Lock-in risk
    6.0
    Vendor health
    6.0

    Listed in AI Search Optimization, Marketing Software and CRM

    Reach a Person: Best route is the linkedIn company page. See the steps

  30. Evertune homepage
    30

    Evertune

    5.1 of 10

    AI search specialist

    New York, NY · Founded 2024 · 51-200 people

    • AI visibility tracking
    • AI brand analytics
    • GEO optimization
    • Content optimization
    Fit
    5.0
    Scale
    8.0
    Support
    2.5
    Lock-in risk
    6.0
    Vendor health
    4.5

    Listed in AI Search Optimization, Marketing Software and CRM

    Reach a Person: Best route is the linkedIn company page. See the steps

  31. Gauge homepage
    31

    Gauge

    5.1 of 10

    AI search specialist

    San Francisco, CA · Founded 2024 · 2-10 people

    • AI visibility tracking
    • Prompt tracking
    • GEO content engine
    • Sentiment analysis
    Fit
    5.0
    Scale
    8.0
    Support
    2.5
    Lock-in risk
    6.0
    Vendor health
    4.5

    Listed in AI Search Optimization, Marketing Software and CRM

    Reach a Person: Best route is the linkedIn company page. See the steps

  32. Moz homepage
    32

    Moz

    5.1 of 10

    Seattle, WA

    • SEO software
    • Local SEO management
    • Keyword research
    • Link analysis
    Fit
    5.0
    Scale
    5.0
    Support
    5.5
    Lock-in risk
    6.0
    Vendor health
    4.0

    Listed in Local SEO, AI Search Optimization, Marketing Software and CRM

    Reach a Person: Best route is the contact form on the company website. See the steps

  33. Scrunch homepage
    33

    Scrunch

    5.1 of 10

    AI search specialist

    Founded 2023 · 51-200 people

    • AI search monitoring
    • Website optimization for AI
    • Agent Pages
    • GEO
    Fit
    5.0
    Scale
    8.0
    Support
    2.5
    Lock-in risk
    6.0
    Vendor health
    4.5

    Listed in AI Search Optimization, Marketing Software and CRM

    Reach a Person: Best route is the linkedIn company page. See the steps

  34. LocaliQ homepage
    34

    LocaliQ

    4.9 of 10

    New York, NY · 1,001-5,000 people

    • Search ads
    • Display and video ads
    • Social ads
    • Listings management
    Fit
    5.0
    Scale
    2.0
    Support
    6.5
    Lock-in risk
    6.0
    Vendor health
    5.0

    Listed in Digital Marketing Agencies, SEO Agencies, Local SEO, Google Ads and PPC, Marketing Software and CRM

    Reach a Person: Best route is the main phone line. See the steps

  35. Yext homepage
    35

    Yext

    4.7 of 10

    New York, NY · 1,001-5,000 people

    • Listings management
    • Location data management
    • AI search visibility
    • Content distribution
    Fit
    5.0
    Scale
    2.0
    Support
    5.5
    Lock-in risk
    6.0
    Vendor health
    5.0

    Listed in Local SEO, AI Search Optimization, Marketing Software and CRM

    Reach a Person: Best route is the sales or quote form on the company website. See the steps

  36. AirOps homepage
    36

    AirOps

    4.6 of 10

    AI search specialist

    • AI search visibility tracking
    • Content strategy tools
    • AI discovery strategy
    • Brand share of voice
    Fit
    5.0
    Scale
    5.0
    Support
    2.5
    Lock-in risk
    6.0
    Vendor health
    4.0

    Listed in AI Search Optimization, Marketing Software and CRM

    Reach a Person: Best route is the company website. See the steps

Each number is the company's place in the full ranking. It stays the same when you filter. Checked September 2026. Homepage pictures taken September 2026. No company paid to be listed.

Common Questions

What is a CRM?

A CRM keeps a record of every lead and customer, with notes, calls and messages in one place, so nothing falls through the cracks.

How were these companies checked?

We checked each company on its own website in September 2026, including its main phone line and contact page. We note the month on every listing.

Are these companies ranked by quality?

Not by the quality of their work. We rank them by clear rules on what we could check, like support options, team size and years in business. The ranking is not based on user reviews, and nobody paid for a spot.