Colby - Alternatives & Competitors
AI-powered automation for asset management fundraising
Colby is an AI tool designed specifically for asset managers to automate non-selling tasks like generating reports, conducting research, and entering data into Salesforce, helping raise capital faster and more efficiently.
Ranked by Relevance
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1
Playbook AI Orchestrate, Automate, and Optimize Sales Processes with AI-Driven InsightsPlaybook AI is an advanced sales engagement platform that leverages artificial intelligence to automate, orchestrate, and optimize sales activities, boosting productivity and increasing win rates for businesses.
- Free Trial
- From 60$
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2
Daizy AI Agents to Drive Growth for Wealth & Investment ManagersDaizy provides AI agents specifically designed for the financial services sector, empowering wealth and asset managers to enhance marketing, sales, research, and workflow automation.
- Free Trial
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3
Splore AI-driven Insights for Streamlined Fund ManagementSplore leverages AI to centralize data, automate extraction, and accelerate decision-making for alternative asset managers, enhancing productivity and operational efficiency.
- Contact for Pricing
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4
Oliv.ai AI Agents for Sales Teams - No more unreliable deal data and slow workflowsOliv.ai is an AI-powered sales management platform that automates deal tracking, forecasting, and coaching for sales teams. It uses AI agents to analyze sales interactions and streamline workflows between managers and representatives.
- Freemium
- From 299$
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5
Spotlight.ai Autonomous Deal Execution for Enterprise SalesSpotlight.ai is an AI-powered platform that autonomously manages, reviews, and advances sales deals by analyzing conversations and emails, providing bottom-up qualification and complete pipeline predictability for enterprise sales teams.
- Paid
- From 30$
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6
StageKite AI-Powered CRM Enrichment for Modern Sales TeamsStageKite is an AI-powered CRM enrichment platform that automates sales forecasting by interviewing sales reps, extracting key deal details, and updating CRM systems automatically to improve data accuracy and sales efficiency.
- Freemium
- From 20$
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7
Truva AI Supercharge your sales team with AI-powered CRM automationTruva AI is an intelligent sales automation platform that transforms sales activities into actionable insights, handling CRM updates, follow-ups, and analytics automatically.
- Freemium
- From 30$
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8
AI Investing Tools A Curated Directory of AI Tools To Help You Automate Your InvestingA comprehensive database of over 200 AI investing tools designed to help traders, investors, and wealth managers automate their investment strategies, analyze markets, and optimize portfolios.
- Pay Once
- From 60$
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9
GPTfy Streamline Workflows. Reduce Gruntwork. Focus on What Matters.GPTfy is an AI-powered solution for Salesforce that enhances sales, service, and business operations through automation, voice notes logging, and intelligent data processing.
- Paid
- From 20$
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10
Coldcoach AI-Powered Coaching Platform for Sales TeamsColdcoach leverages artificial intelligence to provide real-time coaching and performance optimization for sales teams, offering advanced analytics, call summaries, and targeted lead insights.
- Freemium
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11
Manja AI Empower your team with AI agents for Sales Coaching, Battle Cards, and more.Manja AI empowers sales teams with AI-driven tools for coaching, playbook creation, weakness diagnosis, analytics, and battle card generation, significantly improving sales performance.
- Contact for Pricing
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12
Collective[i] Enterprise AI to optimize how people do businessCollective[i] offers an AI-powered platform to optimize revenue generation by improving sales forecasting, productivity, and data quality. It helps businesses expand margins and grow revenue.
- Freemium
- From 40$
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13
Saleslumen Unified AI-Powered Sales CRM for Enhanced Customer InteractionsSaleslumen leverages AI to streamline cold outreach, lead management, and customer service with comprehensive CRM, automation, and analytics designed for modern businesses.
- Freemium
- From 9$
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14
Capably Supercharge your company with next-gen AI Automation PlatformCapably is an Enterprise Autonomous AI platform that goes beyond traditional AI assistants by automating tedious and repetitive tasks across entire organizations. It offers a comprehensive suite of AI capabilities tailored to business processes with enterprise-grade security and privacy features.
- Contact for Pricing
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15
Avoma All-in-one AI platform to automate meeting note-taking, scheduling, coaching, and revenue intelligenceAvoma is a comprehensive AI-powered platform that combines meeting assistance, conversation intelligence, and revenue intelligence to help businesses automate note-taking, improve sales coaching, and enhance revenue growth.
- Freemium
- From 19$
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16
LeadMate AI AI-powered lead generation and sales intelligence platformLeadMate AI is an artificial intelligence platform that helps businesses generate qualified leads and enhance sales intelligence through automated data analysis and predictive insights.
- Contact for Pricing
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17
Databook AI-Powered Agentic Workflows for Enterprise SalesDatabook provides AI-powered agentic workflows to optimize enterprise sales, helping teams target the right accounts, build effective strategies, and prepare for successful meetings.
- Contact for Pricing
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18
VoiceLine The AI Operating System for field sales teams.VoiceLine is an AI-powered platform that helps field sales teams capture touchpoints, automate administrative tasks, and gain actionable insights, ultimately driving more revenue.
- Paid
- From 34$
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19
Cloze AI-Powered Real Estate Platform for BrokeragesCloze offers an AI-driven platform tailored for real estate brokerages, delivering automated CRM, marketing, lead management, and insightful analytics to boost sales and agent productivity.
- Contact for Pricing
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20
Klipy AI-Powered CRM for Streamlined Sales WorkflowsKlipy is an AI-powered CRM platform designed to automate sales tasks and improve team efficiency. It offers contact and deal flow management, along with AI assistants.
- Freemium
- From 30$
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21
Bookkeeper AI Experience the power of AI automation with Bookkeeper AI.Bookkeeper AI automates accounting tasks, streamlining financial management for businesses of all sizes. It offers features like automated payouts, workflow management, and real-time financial insights.
- Paid
- From 32$
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22
Tallyfy AI-powered workflow automation for streamlined business operationsTallyfy offers AI-driven workflow management software designed to automate operations, eliminate busywork, and increase productivity across organizations.
- Paid
- From 5$
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23
People.ai Unlock Your Data. Give Every Seller the Complete Story.People.ai is an AI-powered platform that supercharges revenue teams by automating activity capture, providing data-driven insights, and optimizing sales processes.
- Contact for Pricing
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24
Revenue.io Generate More Revenue, FasterRevenue.io is a Salesforce-native AI platform designed to enhance sales team performance through real-time guidance, automation, and actionable insights, ultimately accelerating revenue generation.
- Contact for Pricing
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25
Namely AI Have AI Make Sales Calls For You!Namely AI is an AI-powered sales assistant that automates sales calls, generates leads, and schedules demos. Reduce costs and increase productivity with this innovative sales solution.
- Free
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26
MEJ Sales AI The Only Tool You Need to Manage Your Sales and Grow Your BusinessMEJ Sales AI is a comprehensive sales management platform that helps businesses automate their sales processes, manage leads, and monitor performance through an intuitive dashboard with integrated AI capabilities.
- Freemium
- From 15$
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27
Donorlytics AI-Powered Business Intelligence for NonprofitsDonorlytics is an AI-driven intelligence platform designed for nonprofits, helping organizations unify their data, gain actionable insights, predict trends, and automate workflows for greater impact.
- Paid
- From 91$
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28
Swantide A Salesforce Admin in your KeyboardSwantide is an AI-powered assistant that helps organizations automate Salesforce administration, debug issues, and streamline implementation through intelligent automation and documentation.
- Contact for Pricing
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29
Allyf Streamline Accounting Tasks Effortlessly With AllyfAllyf is an accounting copilot that automates tasks like managerial account creation and statement reconciliation, freeing up finance teams. Launch your own customized accounting copilot.
- Free
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30
Wealthbox CRM The AI-Powered CRM Workspace for Financial AdvisorsWealthbox CRM is an AI-powered customer relationship management platform designed specifically for financial advisors, offering contact management, workflow automation, and AI-driven note-taking capabilities to streamline client collaboration and business growth.
- Freemium
- From 59$
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31
capably.ai Supercharge your company with next-gen AI Automation PlatformCapably is an Enterprise Autonomous AI platform that helps organizations automate work across departments using AI capabilities tailored to business processes. It goes beyond traditional assistants to handle repetitive tasks autonomously.
- Contact for Pricing
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32
Clientell 2X Faster Ticket Resolution, 4X Faster ImplementationClientell leverages AI and human expertise to optimize Salesforce implementation, streamline workflows, and improve revenue growth. It offers faster ticket resolution and implementation, helping businesses achieve a cleaner, more efficient CRM.
- Contact for Pricing
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33
SalesChoice Achieve Revenue Certainty with AI-Powered Salesforce InsightsSalesChoice is an AI platform that enhances Salesforce adoption, improves sales forecasting accuracy, and boosts rep performance through real-time insights and predictive analytics.
- Contact for Pricing
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34
Mako AI The AI-powered associate for investment firms.Mako AI streamlines research, analysis, and drafting for investment firms using secure, AI-driven technology, featuring enterprise search and a centralized knowledge base.
- Contact for Pricing
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35
Swyft Keep Salesforce updated automatically with AI.Swyft is an AI-driven tool designed to streamline CRM data management by automatically capturing and updating Salesforce data post-sales calls, boosting productivity and pipeline accuracy.
- Contact for Pricing
- From 50$
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36
Sharpsell.ai Build and Automate Your Sales PlaybooksSharpsell.ai is a sales playbook automation platform designed to help large sales teams scale deal-winning behaviors with dynamic product illustrations, real-time learning, and personalized content.
- Contact for Pricing
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37
SalesHero.io Your sales team's new AI TeammateAn AI-powered sales automation platform that helps sales teams scale their account management through automated call notes, CRM updates, and personalized follow-ups.
- Contact for Pricing
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38
Salesken The Sales AI Expert for Better Revenue Insights and ConversionsSalesken is an AI-powered revenue intelligence platform that analyzes sales conversations, provides real-time coaching, and generates accurate forecasting to improve sales team performance and boost conversions.
- Contact for Pricing
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39
Leadbeam AI-Powered Field Sales Software for Automated CRM Updates and Productivity GainsLeadbeam leverages artificial intelligence to automate field sales data capture, streamline CRM updates in seconds, and help organizations make data-driven decisions for better sales forecasting and increased revenue.
- Freemium
- From 35$
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40
Demodesk AI Superpowers for Sales MeetingsDemodesk is an AI-powered sales meeting platform that summarizes calls, automates CRM management, and delivers personalized sales coaching.
- Freemium
- From 29$
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41
CoSupport AI All-in-one AI solution for Customer SupportCoSupport AI is an enterprise-grade autonomous AI platform that handles customer support inquiries with up to 99% response accuracy, offering custom AI models and unlimited user access across multiple channels.
- Contact for Pricing
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42
PrompterAI AI-powered meeting preparation assistant that automates research and remindersPrompterAI is an AI-powered tool that automatically prepares briefing packages for meetings by aggregating information from LinkedIn, news, emails, and CRM systems, saving time and ensuring no opportunities are missed.
- Other
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43
Profimatix Turn Every Sales Interaction into Revenue-Driving ActionsProfimatix captures every sales conversation, auto-updates your CRM, uncovers intent signals, and recommends next steps to help teams close deals faster. It provides real-time insights and revenue analytics to optimize sales performance.
- Free Trial
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44
Salesloft AI-Powered Revenue Orchestration Platform for Durable GrowthSalesloft is an AI-powered Revenue Orchestration Platform designed to help sales teams build pipeline, manage deals, and engage customers effectively, driving predictable revenue growth.
- Contact for Pricing
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45
TorkeHub Intelligent Tools to Drive Business SuccessTorkeHub offers AI-powered CRM and automation tools to streamline operations, manage leads, and enhance sales and marketing processes. Boost productivity and efficiency with smarter tools.
- Freemium
- From 6$
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46
SalesDesk AI-Powered CRM for Seamless Sales CollaborationSalesDesk leverages AI to centralize CRM, automate workflows, and deliver actionable sales insights, empowering sales teams to collaborate and close deals efficiently.
- Freemium
- From 70$
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47
Reporfy Insightful Reports at the Speed of AIReporfy is an AI-powered platform that helps teams create, share, and interact with beautiful, data-rich reports effortlessly. It transforms complex data into actionable insights through visual storytelling and collaborative features.
- Freemium
- From 39$
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48
AIAgentsForce Discover, Compare, and Connect with Powerful AI AgentsAIAgentsForce is a marketplace for discovering, comparing, and connecting with AI agents to streamline operations, reduce costs, and drive growth.
- Contact for Pricing
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49
Finsmart AI Your Smart CFO - Automated Financial Management SolutionFinsmart AI is an AI-powered financial management platform that automates financial reporting, generates insights, and provides CFO services for businesses, investors, and accountants.
- Paid
- From 100$
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50
CollabAI Empower Your Teams & Protect Your Data: Custom AI Solutions for the Modern EnterpriseCollabAI is a self-hosted, open-source AI assistant platform that offers customization, data security, and seamless integration with popular tools for businesses.
- Contact for Pricing
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