Sales AI
Monday's CRM
What it does: Monday Sales CRM is a flexible, easy-to-use customer relationship management platform. It is now enhanced with AI features to help SMEs work smarter, not harder. It helps you manage leads, track deals, automate repetitive sales tasks, and streamline communications — all in one highly visual, no-code interface. It’s like having a digital sales assistant which keeps your pipeline moving, even when you’re busy serving clients.
Best for: SMEs which want to organise and grow their sales pipeline without drowning in spreadsheets. It is ideal for agencies, consultancies, SaaS startups, B2B services, and freelancers with growing lead lists.
Example use cases: A small digital marketing agency wants to track inbound enquiries, schedule follow-ups, and automate reminders. As a result, they never miss a lead and double their conversion rate in 90 days; and an IT consultancy wants to visualise their sales funnel, automatically assign leads to reps, and send automated email updates to prospects — saving hours of manual follow-up each week. Paid plans: Basic CRM: £10/seat/month. Standard CRM: £14/seat/month. Pro CRM: £24/seat/month.
Pro tip: Use Monday’s built-in email tracking and automation features to follow up with leads at exactly the right time — boosting reply rates and shortening your sales cycle.
HubSpot Sales Hub
What it does: HubSpot Sales Hub is an all-in-one sales software package to engage more leads, close more deals, and scale teams.
Best for: SMEs looking for sales software with built-in coaching.
Example use cases: A wallpaper company wants to track sales performance; and an online trainer store wants to support its sales staff with coaching support.
Paid plans: Professional Plan: From $77/month. Enterprise Plan: From $135/month. (Can be accessed by UK businesses)
Pro tip: Trigger automated follow-up emails or tasks if a prospect hasn’t responded after a set period, keeping the sales conversation active.
Better Proposals - AI Enhanced
What it does: Better Proposals is a beautifully simple, AI-assisted platform which helps to create, send, and track professional business proposals in minutes. It comes packed with conversion-boosting templates, digital signatures, payment integrations, and real-time analytics, making it easier than ever to win new clients. With its built-in AI assistant, you can auto-generate key sections like introductions, pricing justifications, and executive summaries. The AI learns from thousands of high-performing proposals and tailors copy suggestions to match your tone, industry, and goals, so even non-writers can create persuasive documents.
Best for: SMEs and freelancers who pitch services to clients.
Example use cases: A small digital agency wants to auto-generate campaign proposals after sales calls. With pre-built templates and AI copy suggestions, proposals go out within 15 minutes, and their close rate jumps from 20% to 36%; and a photographer wants to showcase packages and accept deposits through Stripe. AI-generated copy helps tailor each proposal to the client’s event, while the built-in e-signature feature shortens the booking cycle dramatically. Paid plans: Starter Plan: £10/user/month. Premium Plan: £18/user/month. Enterprise Plan: £33/user/month
Pro tip: Use the Proposal AI tool to instantly draft compelling cover letters and proposal intros as it’s trained on thousands of high-converting proposals, helping you impress clients from the first line.
If you use the link below you will get a full month free (rather than 14 days)
SalesQL (best free plan)
What it does: SalesQL is a lead enrichment tool which helps find verified professional email addresses, phone numbers, and social profiles from LinkedIn. The free plan allows you to extract and enrich up to 100 leads per month, directly from your browser using a Chrome extension.
Best for: Freelancers and small businesses which want to build a qualified lead list without paying for a full CRM or large-scale data solution.
Example use cases: A freelance web designer wants to gather verified email contacts of local businesses from LinkedIn to offer design services; and
a boutique recruitment agency wants to enrich candidate and client profiles with emails and phone numbers to speed up outreach. Paid plans: Basic Plan: $49/month. Professional Plan: $99/month. Organisation Plan: $149/month (Can be accessed by UK businesses) Pro tip: Use your 100 free monthly credits strategically — focus on high-quality leads you're most likely to close. Pair with an email automation tool like Kit (formerly ConvertKit) for efficient cold outreach.
