Best Sales Software with a Free Trial of 2026 - Page 67

Salesgear is an innovative platform for AI-driven sales engagement that meticulously researches each prospect prior to initiating contact. Its Deep Research agent analyzes information from over 100 sources, including recent activities on LinkedIn, funding events, hiring trends, technological infrastructures, and priority roles, enabling it to create tailored emails, LinkedIn messages, and call scripts that reference specific data points. This all-in-one solution consolidates four distinct tools into one, offering a verified database of more than 800 million contacts from over 70 million companies, multi-channel communication capabilities that encompass emails, LinkedIn outreach, and phone calls, a built-in dialer equipped with automatic failover and AI-generated call notes, along with a native inbox warming feature that includes rotation and automatic pauses during bounce surges. Furthermore, it ensures seamless two-way synchronization with major CRMs like Salesforce, HubSpot, Pipedrive, and Zoho. Launched in 2020, Salesgear has successfully catered to over 300 revenue teams and offers flexible pricing plans beginning at $99 per seat each month, including an accessible free plan that does not require a credit card for registration. As businesses increasingly seek efficiency in their sales processes, Salesgear positions itself as a critical tool for enhancing outreach and engagement.

Kinematic is a comprehensive platform tailored for B2B field operations, designed specifically for sales and distribution teams in India, featuring an integrated app that encompasses three key modules: Field Force, which includes live GPS tracking, geo-fenced attendance, and route planning; Lead Management, which offers a field-native CRM for swift lead capture and pipeline management; and Supply Chain, which focuses on distributor management, van sales, and AI-driven shelf audits. The innovative Kini AI technology enhances all three modules by scoring leads, identifying attendance issues and route irregularities, and analyzing shelf images, while also providing voice assistance in over 22 Indian languages. Designed with an offline-first approach, Kinematic is compatible with basic Android devices and operates on a pricing model based on the number of field executives per month, ensuring that admin and supervisor seats are always free, setting it apart from traditional per-seat CRM pricing structures. This unique business model not only improves accessibility for teams but also enhances productivity in the field.

Eserto is an advanced lead generation and prospecting platform powered by AI and machine learning, tailored specifically for technology firms, SaaS providers, hardware manufacturers, digital service companies, and lead generation agencies. This tool streamlines the process for sales teams by allowing them to identify target markets, locate relevant companies and key decision-makers, validate email addresses, and effectively manage outreach efforts, all while minimizing the time spent on manual research. Users have access to a highly detailed B2B leads database featuring customizable filters, enabling them to select prospects that align with their products or services and organize distinct projects and campaigns for various offers, clients, regions, or market niches. Lead lists can be generated from this extensive database, modified manually, imported, exported, and seamlessly integrated into CRM or sales automation platforms via CSV files. Additionally, a built-in email verification feature ensures that contact addresses are accurate, and lead information is routinely audited to eliminate outdated contacts and those who have switched companies. Ultimately, Eserto enhances the efficiency of sales efforts by providing a comprehensive toolkit for lead generation and management that adapts to the specific needs of its users.

RFPilot serves as an AI-driven platform designed to streamline the process of responding to RFPs, RFIs, security questionnaires, vendor forms, and proposals for B2B teams, enabling them to complete these tasks more efficiently. Users have the ability to upload various file types such as PDF, DOCX, XLSX, TXT, MD, and CSV, from which the platform extracts essential information including questions, requirements, deadlines, and submission guidelines. Following this, it generates well-grounded answers sourced from the company's knowledge base, complete with citations, confidence scores, compliance assessments, and verification indicators. Within a single workspace, teams can manage questions by assigning them, providing comments, conducting reviews, approving answers, and tracking version histories. Additionally, RFPilot offers tools for bid/no-bid analysis, supports responses in multiple languages, includes submission checklists, cover letters, executive summaries, branded exports, compliance matrices, quick price quotes, and win/loss analytics, ensuring comprehensive support throughout the bidding process. Furthermore, approved responses can be retained for future projects, enhancing overall efficiency. Importantly, the platform ensures that company data is not utilized for training the AI models, maintaining confidentiality and integrity. This focus on data privacy reinforces the trust B2B teams can place in RFPilot as a reliable tool for their proposal needs.

SalesRepFielder is an effective commission management tool designed for QuickBooks Online that analyzes your invoices along with the transferred sales-rep field, applies your specified commission guidelines, generates detailed statements for each representative, and seamlessly integrates the necessary journal entries into your accounting records. This software is particularly advantageous for bookkeepers, accounting firms, and small businesses utilizing QBO. THE ISSUE. One significant drawback of QuickBooks Online is the absence of a Sales by Rep report. For those who transitioned from the Desktop version, the conversion process resulted in the REP field being transferred as a custom dropdown with only initials, which remains unlinked to any employee records. As a workaround, many users resort to a monthly commission spreadsheet that tends to be overlooked during audits. WHAT IT OFFERS. SalesRepFielder seamlessly interfaces with QuickBooks Online to extract data from invoices, sales receipts, payments, credit memos, and refund receipts, including the imported rep custom field. The platform supports a variety of commission structures through clearly defined rules, such as flat rates, tiered systems, per-deal rate lookups, margin-based calculations, quotas and performance targets, bonuses, SPIFF periods, splits, pools, manager overrides, caps, and clawbacks. This comprehensive approach ensures that all aspects of commission management are covered efficiently.

Trayo serves as an innovative platform designed to detect buying signals for go-to-market (GTM) teams by continuously monitoring target accounts for various indicators such as funding events, pivotal hires, changes in leadership, shifts in technology stacks, business expansion, and significant company updates. Upon detecting a signal, Trayo efficiently identifies the associated buyers and their committees, ranks the account's importance, and generates tailored outreach messages suitable for email, LinkedIn, or SMS communication. This versatile platform caters to a wide range of users, including sales development representatives (SDRs), account executives, revenue operations (RevOps) teams, GTM engineers, company founders, and leaders in revenue generation. Key features of Trayo encompass account scoring, detailed contact information, insights on renewal risks and expansion opportunities, territory and propensity scoring, automated workflows, and timely notifications via Slack, email, and webhooks. Furthermore, Trayo enhances its functionality through Salesforce integration, API access, a complimentary signal generator, and a multi-channel processing server that links signals to various AI tools including Claude, Cursor, and ChatGPT, making it a comprehensive solution for sales and marketing professionals.

The GTM API provides developers and AI agents with programmatic access to LinkedIn via the accounts they manage. A notable feature of the API is its access to over 250 typed tools through MCP and a REST API that includes webhooks, enabling functionalities such as searching for individuals and companies, sending connection requests and messages, enriching profiles, and accessing inboxes. The product's safety mechanism ensures that each account operates within a dedicated anti-detect cloud browser and is supported by a specific proxy; furthermore, newly created accounts are gradually warmed up based on their health, and each action is subjected to server-side limit checks before execution. To prevent accidental harm from overly aggressive agents, outward actions are designed to include a preview and confirmation step. Currently, the GTM API boasts over 20,000 connected accounts with a ban rate of less than 1%. Users can opt for a free plan, with paid options starting at $39 per account monthly and scaling down to $10 at higher volumes, while also allowing for unlimited calls. In this way, the GTM API ensures both functionality and security for its users.

CallPrep serves as an AI BDR designed specifically for sales teams by conducting in-depth research on each new lead, creating a comprehensive battlecard that highlights pain points, key decision-makers, and tailored talking points, and promptly dispatching a customized message through LinkedIn, email, or WhatsApp in under five minutes. It features seamless integrations with HubSpot and Claude, offers a REST API, and includes a free Chrome extension, allowing users to get started without any cost at callprep.app. To utilize CallPrep, simply provide a prospect’s email address or LinkedIn URL, and it will gather detailed information regarding the individual and their organization—covering their role, background, company insights, pain points, decision-makers, current activities, and suggested discussion points—returning a well-organized battlecard that integrates effortlessly into your operational workflow. Additionally, CallPrep functions as an AI BDR Autopilot: upon receiving a new lead, it not only conducts research but also initiates contact with a personalized message via LinkedIn, email, or WhatsApp, all within approximately five minutes, directly from your representative’s account. This efficiency ensures that sales teams can maintain a competitive edge in their outreach efforts.

Propelio serves as a proposal tool tailored for independent professionals such as freelancers, studios, consultants, and small agencies that need to quickly create effective proposals without dedicating excessive time to the process. Users can select from over 30 specialized templates, modify the project scope, adjust pricing, and incorporate their branding, then share a single link that clients can access and sign from any device, eliminating the need for accounts or printed documents. The platform provides real-time notifications when proposals are viewed and maintains a signed record featuring a content hash for an unambiguous audit trail. Clients can also interact with pricing tables to select their preferences prior to signing. All functionalities are bundled into one comprehensive plan, charged per seat with a minimum requirement of one seat, available in GBP, USD, or EUR, ensuring that businesses have everything they need at their fingertips. The convenience and efficiency that Propelio offers can significantly enhance the proposal process for independent businesses.

Walego serves as an AI-driven sales assistant specifically designed for B2B prospecting on LinkedIn. It crafts a tailored outreach plan in just a few minutes, identifies and qualifies your target leads, composes individual personalized messages for each prospect, and interacts with them around the clock, ultimately securing meetings on your behalf. Trusted by over 550 B2B teams, it boasts an impressive average reply rate of 31.1% on LinkedIn. Unlike traditional automation tools that rely on templated messages, Walego functions as an independent sales agent, ensuring that your outreach feels authentic rather than mass-produced. Subscription options include Pro at €49 per month (300 invites), Enterprise at €112 per month (800 invites), and Elite at €500 per month (which includes expert-managed campaigns). Plus, there’s a 14-day free trial available with no credit card required, allowing you to test its capabilities risk-free. By leveraging Walego, businesses can enhance their lead generation efforts with a more personal touch.

Zorin serves as a pricing intelligence solution tailored for online retailers. By utilizing elasticity modeling on sales data, Zorin provides recommendations for pricing strategies that aim to maximize profits effectively. This innovative approach helps sellers make informed decisions in a competitive marketplace.

QuoSignal serves as an AI-powered platform for sales development representatives (SDRs) and automates outbound email processes by accurately interpreting genuine intent from incoming responses, transforming these insights into immediate, verifiable actions. It effectively discerns signals of interest, objections, meeting requests, and other indications of intent through its streamlined natural language processing, subsequently assigning a distinct confidence score to aid SDR and RevOps teams in prioritizing their efforts. By filtering out bot-generated opens and clicks from security scanners, QuoSignal assures the authenticity of engagement data while safeguarding domain reputation with features like bounce protection, secure sending queues, and automated warm-up processes. Users can seamlessly respond to identified signals with one-click options for draft replies, task assignments, and meeting proposals, all supported by a comprehensive audit trail for accountability. The platform offers an inbox-free demo and allows users to bypass lengthy onboarding processes, enabling them to recognize its benefits right away. Furthermore, QuoSignal’s compatibility with Gmail, Outlook, IMAP, various CRMs, and calendar systems ensures a quick, secure, and transparent method for managing outbound emails, helping users to capitalize on high-intent replies without missing a beat. This innovative approach not only streamlines communication but also enhances overall productivity for teams engaged in email outreach.

CallPal provides sales teams with an advanced dialer that enhances their existing CRM capabilities. Representatives can easily initiate calls directly from a contact record or engage with a pre-saved campaign, ensuring that each call is automatically recorded and linked back to the corresponding CRM entry—either as a native call activity where supported or as a note when it is not. This system seamlessly integrates with CRMs that larger calling solutions often overlook, including Attio, Close, ActiveCampaign, Capsule, Copper, Insightly, Nimble, and Less Annoying CRM, along with options for importing from CSV and Excel files. CallPal operates on a bring-your-own-carrier model, allowing organizations to connect their own SIP trunk, which means calls are charged at the carrier's rates without any resale or markup by CallPal. This ensures that all numbers remain under the organization’s control, and every call displays a company number, protecting the personal lines of individual representatives. Managers have access to detailed analytics for each sales rep, along with the ability to listen in, provide guidance, or intervene in live calls as needed. Additionally, all call recordings are securely encrypted and stored according to a retention policy that each organization can customize. Tailored for outbound communications, CallPal does not support inbound routing, IVR systems, or predictive dialing, making it a straightforward solution for focused sales efforts. This streamlined approach allows teams to maximize their efficiency while maintaining a clear separation between personal and professional communications.

LeadsNotify efficiently transfers leads from Facebook Lead Ads and LinkedIn Lead Gen Forms into the tools your team is already utilizing, all in real time. By simply linking a source to a destination and mapping the fields through a drag-and-drop interface, new leads are delivered within seconds instead of languishing in Ads Manager until someone remembers to export them. Each connection established is referred to as a notifier, which routes one source directly to one destination, allowing you to run as many notifiers as your plan permits across various ad accounts, Facebook pages, and LinkedIn profiles. With 62 pre-configured connections available to CRMs, email marketing platforms, spreadsheets, webhooks, and chat tools, custom connectors can also be created at no cost on any plan, including the free tier. Moreover, users receive immediate email notifications for every lead generated, along with a delivery log that tracks what has been sent and manages any failed attempts, all without task metering or per-seat fees. The free plan accommodates up to 150 leads each month and includes 2 notifiers, requiring no credit card for sign-up. This makes it a hassle-free option for teams looking to streamline their lead management processes.

Vaalti serves as a comprehensive platform for B2B sales intelligence, facilitating lead generation and enhancing contact data for sales, recruiting, and go-to-market teams. It consolidates contact information into a centralized vault, allowing users to import various datasets, eliminate duplicates, and conduct searches using over 110 filters for both contacts and companies. Furthermore, it enriches incomplete data and enables the export of well-organized prospect lists. Among its robust tools are the Email Finder, Email Verifier, LinkedIn Phone Finder, Google Maps Scraper, Website Finder, and Website Extractor. Additionally, it supports bulk processing of CSV and Excel files, along with features for tagging and saving lists. Vaalti provides a free plan alongside 6- or 12-month paid options that offer unlimited access to the platform, ultimately assisting teams in minimizing their reliance on disparate credit-based data tools while streamlining their workflow. This makes it an indispensable resource for organizations aiming to optimize their sales strategies and improve efficiency.

Asytra Quote streamlines the quoting process for machining shops by transforming slow and unreliable manual calculations into efficient automated CNC cost assessments derived from 3D CAD files. Estimators can easily upload STEP or IGES files, allowing Quote to identify machinable features, suggest appropriate milling, turning, or a combination of processes, and provide pricing based on the shop's specific machine rates, materials, and profit margins. The system is available in two variations that utilize the same underlying analysis engine. The Quote Dashboard, priced at $129 per month, is designed for in-house estimators to upload parts, evaluate the proposed route and cost, compile multi-part quotes, and generate exportable PDFs or Excel files suitable for customers. On the other hand, the Quote Widget, which costs $299 per month, integrates directly into the shop's website, enabling visitors to upload files, select materials and quantities, and access preliminary pricing instantly without needing to wait for email responses. This innovative approach not only streamlines the quoting process but also ensures that leads come complete with the CAD file, estimate, and contact information for seamless follow-up.

TradeVulcan assists home-service businesses in HVAC, plumbing, and electrical sectors in converting more inquiries into secured jobs. By leveraging an AI-driven platform, it seamlessly integrates various features such as rapid lead response, web chat, voice communication, SMS, appointment scheduling, follow-up, reputation management, and workflow automation, all while working with existing contractor systems. You can request a demo or a review of your technology stack to identify areas where you may be losing leads, time, and potential income. Improving your operations can lead to greater efficiency and profitability.

Projetly serves as an AI-driven Digital Sales Room tailored for B2B sales teams, establishing a collaborative space where buyers and sellers can interact seamlessly. It features an AI Sales Agent that manages follow-ups, provides real-time insights into buyer engagement, enables dynamic proposals complete with e-signatures, and generates automated summaries of meetings. Unlike traditional tools that conclude their function post-sale, Projetly extends its utility into the onboarding process, ensuring that Customer Success teams receive comprehensive context rather than facing a disjointed transition. This innovative platform eliminates the chaos of disparate CRMs, presentation decks, and email conversations by offering a cohesive deal-to-onboarding experience that enhances overall efficiency and communication. Ultimately, Projetly not only streamlines the sales process but also fosters stronger relationships between teams and clients.

Weezly serves as a comprehensive sales platform that efficiently manages the entire sales process from a single interface. Users can access a robust database containing over 300 million verified B2B contacts, ensuring that lead information is accurate at the moment of inquiry. The platform facilitates seamless outreach through LinkedIn and email by creating a branching sequence that includes connection requests, personalized messages, InMails, voice notes, AI-generated comments on leads' posts, and email correspondence sent from the user's own mailbox, all while implementing multi-sender rotation and applying safety limits tailored to each account's LinkedIn SSI score. Each lead is offered a uniquely crafted AI video generated from a brief two-minute recording of the user; this synthesized video features the user's face and voice addressing the lead by name and company, with the final video uploaded directly into LinkedIn DMs. All responses from various senders are consolidated into a single inbox that incorporates AI-driven sentiment analysis, follow-up reminders, suggested AI follow-ups, conversation history, and a structured deal pipeline; users can also share a booking page in the chat, allowing leads to select a convenient meeting time. This innovative platform not only streamlines sales processes but also enhances personalization, making outreach more effective and engaging.

Prospectio serves as a B2B outreach tool that facilitates LinkedIn and email communication, guiding users from initial contact to securing a meeting. It is particularly designed for small to medium-sized sales teams operating within sectors such as software development, SaaS, AI, IT services, recruitment, and outsourcing throughout Europe and North America. Typically, the platform is utilized by founders or heads of sales who are managing pipeline targets without the support of a comprehensive team of sales development representatives. Before any outreach occurs, each prospect on the list is evaluated against the user-defined ideal customer profile to ensure compatibility. This screening process allows the platform to exclude prospects that do not meet the established criteria, thus safeguarding the sending account and focusing efforts on qualified leads. For those prospects that align with the criteria, a personalized opening line is crafted to enhance engagement. The emphasis on matching prospects with specific profiles ensures that every interaction is relevant and targeted, ultimately increasing the likelihood of successful outcomes.

Derrick is a data enrichment service designed specifically for B2B applications, tailored for the sales, RevOps, and growth teams utilizing existing tools. By targeting a column that includes company names, domains, or LinkedIn URLs, Derrick seamlessly enhances this data with verified professional emails, phone numbers, company firmographics, technologies utilized, hiring signals, and essential French SIRET and SIREN records, along with AI-generated information. With three accessible interfaces and a single credit balance, users can operate the Google Sheets sidebar to enrich data row by row on their existing spreadsheets. Additionally, the MCP server provides accurate answers to prospecting queries posed to Claude, ChatGPT, or any compatible client, ensuring that users receive reliable data rather than mere estimates. Furthermore, the REST API integrates this extensive coverage into a CRM system or automated workflows, while also allowing connection to over 3000 applications via platforms like Zapier, Make, and n8n. The pricing structure is based on a credit system, where each account is granted 100 complimentary credits monthly without requiring a credit card, and only successful lookups incur charges, making it advantageous for users who may have unsuccessful queries. By offering such a flexible and cost-effective solution, Derrick empowers teams to enhance their data with ease while minimizing unnecessary expenses.

Basile is a data platform and API based in France that specializes in B2B services. It allows users to search and export information on companies and contacts sourced from official French databases such as INSEE, Infogreffe, and BODACC, as well as from various public online resources. Users can access a REST API that requires an API key, along with an MCP designed for AI applications. This service is exclusively available for France and offers a complimentary trial that includes access to 100 contacts, providing a valuable opportunity to explore its features.

TalkEasy is an innovative AI-driven calling solution designed specifically for sales teams. With its all-in-one application, users can acquire a virtual business phone number that features AI-powered call management, an intelligent dialer, call recordings, and comprehensive team analytics. The AI voice assistants efficiently respond to and assess incoming calls, enabling sales representatives to effectively conduct outbound campaigns using the smart dialer. Additionally, managers benefit from access to call recordings, transcripts, and performance metrics for each interaction. With the capability to manage over 5,000 calls daily for more than 2,500 businesses, TalkEasy is revolutionizing the way sales teams operate. This platform not only enhances productivity but also ensures that every call is optimized for success.

Ubic is a B2B sales dialing solution based in Europe, developed by Positive Lab, which is part of the Positive Group. This platform allows sales teams to easily import prospect lists from various CRMs or through CSV files, enabling them to initiate calling sessions directly from their web browsers. With its parallel calling capability, Ubic efficiently handles calls, sifts through answering machines and invalid numbers, and connects representatives promptly when a call is answered. Users have the ability to document call results, add qualification notes, and set follow-up tasks. Additionally, managers can oversee calling activities and analyze reports generated from these sessions. The platform includes workflows that control the intervals before prospects are reintroduced to the calling queue. Depending on the integration, it can also relay supported fields, statuses, notes, or activities back to the connected CRM. Ubic is available in both English and French, offering dedicated support and onboarding in French. The pricing model is structured at €200 per user per month for monthly billing, €180 for those committing quarterly, or €160 for an annual commitment, and it comes with a complimentary 7-day trial period to test its features and functionality. This makes Ubic a versatile option for businesses looking to enhance their calling efficiency in a competitive market.

Many cold email tools operate under the assumption that mailboxes, domains, and DNS records are already set up and authenticated, but emailcampaign.ai takes a different approach by starting from a more foundational level. It transforms a daily sending objective into a priced development plan, where a single approval initiates the registration of sending domains, the creation of mailboxes on platforms like Google Workspace, Microsoft 365, or dedicated servers, as well as the configuration of SPF, DKIM, and DMARC records, all while thoroughly verifying each record through public resolvers. Additionally, it warms each mailbox for a duration of two to three weeks before launching the initial campaign. Following this setup, the platform efficiently manages outreach with sequences that adhere to daily limits per mailbox, consolidates responses within a unified inbox that correctly attributes replies to their original sends, classifies responses, and conducts inbox placement tests on both Gmail and Outlook. For agencies, there is an added layer within the platform: a webmail system that operates on each client's unique hostname, allowing the client's administrator to connect a Google or Microsoft mailbox securely without revealing any passwords, enforce address masking policies, approve outbound forwarding rules, and oversee deleted emails for better management and security. This comprehensive approach ensures that clients have a streamlined and effective email outreach process while maintaining control and security over their communications.