San Francisco’s 15 Most Innovative CRM Startups

Discover the latest AI-driven, community-focused, and automation-enabled CRM solutions in the Bay Area

As companies adapt to an increasingly digital world, customer relationship management (CRM) has become a critical aspect of success. From sales automation to data integration, these San Francisco-based startups are revolutionizing the CRM industry. Here are 15 of the most innovative CRM startups in the Bay Area.

Scratchpad: The Ultimate Sales Workspace

Scratchpad is a CRM platform that provides the fastest experience for salespeople to do their work. It is designed to minimize clicks, reduce tabs, and eliminate waiting times for pages to load, ensuring sales teams can focus on selling. Scratchpad enables sales reps to manage their pipeline, collaborate with their team, and update their CRM without ever leaving their workspace.

AptEdge: Unlock Customer Insights with Data Analytics

AptEdge is a CRM platform that helps businesses understand customer challenges to build a better product experience. The platform uses data analytics to identify customer pain points and challenges, allowing businesses to develop solutions that meet their customers’ needs. AptEdge helps businesses reduce churn, increase customer loyalty, and boost revenue.

Polytomic: Simplifying Data Integration

Polytomic is a CRM platform that simplifies data integration between business systems. It enables businesses to sync their internal data to their systems, improving data accuracy, reducing errors, and boosting productivity. Polytomic makes it easy to automate data workflows, extract insights from data, and improve business processes.

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Dex: Personal CRM for Relationship Superpowers

Dex is a personal CRM that gives you relationship superpowers. It enables you to build better relationships with your contacts by tracking your interactions, taking notes, and setting reminders. Dex provides insights into your contacts’ interests and social profiles, helping you build more meaningful connections.

Sameplan: Aligning Buyers and Sellers

Sameplan is a CRM platform that aligns buyers and sellers throughout complex sales. It streamlines the sales process, improves collaboration between teams, and provides real-time visibility into the sales pipeline. Sameplan enables businesses to close deals faster, improve customer satisfaction, and boost revenue.

Laserfocus: Streamline Sales Processes

Laserfocus is a CRM platform that helps businesses streamline sales processes to improve sales productivity. It automates repetitive tasks, eliminates data entry errors, and provides real-time insights into the sales pipeline. Laserfocus enables businesses to focus on selling, boost revenue, and increase customer satisfaction.

Swantide: Automating GTM Tech Stack

Swantide is a CRM platform that automates the configuration and management of your GTM tech stack. It streamlines your sales and marketing processes, reducing manual work, and eliminating errors. Swantide makes it easy to integrate your tech stack and automate your workflows, improving your sales and marketing effectiveness.

Hub: The Unified Presales Productivity Platform

Hub is a CRM platform that provides a unified presales productivity platform built to help technical sellers win more business. The platform enables sellers to collaborate with their team, manage their pipeline, and update their CRM without leaving their workspace. Hub makes it easy to streamline your presales process, boost productivity, and increase revenue.

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Disco: AI-Driven Partnership Platform

Disco’s platform uses AI algorithms to help brands build partnerships and recommend products to consumers based on their interests and behavior. With Disco, brands can track their partner’s performance, monitor campaigns, and optimize their marketing efforts in real-time. Disco’s technology provides a win-win solution for businesses and customers, as it helps companies reach new audiences while providing personalized recommendations to consumers.

Nucla: Dynamic Data Sharing

Nucla’s CRM software allows companies to securely share and collaborate on their data in real-time. This business intelligence tool enables teams to make informed decisions by accessing accurate and up-to-date information across departments. Nucla’s platform provides a simple and intuitive interface that eliminates the need for complex data analysis tools and streamlines the decision-making process.

Linen: Google-Searchable Messaging Platform

Linen is a community-focused messaging platform that is searchable on Google. The platform enables teams to share files, collaborate on projects, and communicate in real-time, all within a centralized environment. Linen’s unique feature is its Google searchability, which enables users to find past conversations and information quickly, saving valuable time and resources.

EOXS: Technology Enablers for the Steel Industry

EOXS provides enterprise resource planning (ERP) and CRM software solutions tailored for the steel industry. The platform offers a suite of tools that enable businesses to manage their supply chains, customer relationships, and e-commerce operations efficiently. EOXS’s technology helps steel manufacturers and distributors increase efficiency, reduce costs, and improve customer satisfaction.

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AssistAlong: Easy Reordering for Customers

AssistAlong’s software enables businesses to automate their reordering process for customers, making it incredibly easy for them to repurchase products. The platform integrates with a range of messaging and payment gateways to provide a seamless ordering experience for customers. AssistAlong’s automation-enabled solution helps businesses increase customer retention and loyalty by simplifying the purchasing process.

ReferIn: Sales Referral Automation

ReferIn’s platform enables sales teams to automate their referral programs, generate more pipeline, and streamline the sales process. The platform offers a suite of tools that enable businesses to track their referrals, reward their advocates, and optimize their sales campaigns. ReferIn’s software helps businesses increase their conversion rates and close more deals by leveraging their existing network of customers and partners.


In conclusion, San Francisco is home to some of the most exciting and innovative CRM startups in the world. These startups are leveraging AI, business intelligence, and messaging platforms to deliver better customer experiences, streamline operations, and increase revenue. Whether you are a startup or an established business, there is a CRM solution in San Francisco that can help you stay ahead of the competition and achieve your business goals.

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