Best Apps & Tools for Sales / Marketing in 2026

Discover top apps & tools for sales reps, account execs, and marketing managers to ace client calls, streamline CRM, and conquer objections.

For sales reps, account executives, and marketing managers, forgetting key details from client calls or spending too much time on CRM updates can severely impact productivity and pipeline. This resource curates the best apps and tools designed to alleviate these pain points, ensuring you capture every insight, streamline workflows, and effectively review call objections to close more deals and optimize campaigns.

100 items

Call Recording & Transcription

Gong.io

Intermediate

Automatically records, transcribes, and analyzes sales conversations, highlighting key moments and competitor mentions for sales reps.

discovery calls

Chorus.ai

Intermediate

Provides AI-powered conversation intelligence for sales and marketing teams, offering insights into customer sentiment and talk-to-listen ratios.

client meetings

Zoom with Cloud Recording

Beginner

Enables easy recording of discovery calls and client meetings, with transcripts available for review and sharing with marketing for insights.

demo calls

Fathom

Beginner

AI meeting assistant that records, transcribes, and summarizes your calls, instantly syncing notes to your CRM.

client meetings

Fireflies.ai

Beginner

Records, transcribes, and searches your voice conversations, helping marketing managers to extract key themes from customer discussions.

campaign planning

Avoma

Intermediate

Offers AI meeting assistants for sales, customer success, and recruiting, providing conversation intelligence and automated note-taking.

pipeline reviews

Grain

Beginner

Captures, transcribes, and shares highlights from video calls, perfect for sales reps to share key customer feedback with product teams.

discovery calls

Dialpad

Intermediate

Provides AI-powered call transcription and sentiment analysis, helping AE's understand customer emotions during critical conversations.

demo calls

tl;dv

Beginner

Records and summarizes Google Meet and Zoom calls, allowing sales and marketing teams to quickly review and share important moments.

client meetings

Otter.ai

Beginner

Transcribes live conversations in real-time, useful for sales reps to capture notes during calls without distraction.

discovery calls

Read.ai

Intermediate

Provides meeting summaries and analytics, helping marketing managers quantify engagement and sentiment in campaign planning sessions.

campaign planning

Voicea (now Cisco Webex Assistant)

Intermediate

AI-powered voice assistant that takes notes and action items during meetings, streamlining follow-ups for sales teams.

client meetings

Vowel

Intermediate

Video conferencing with integrated meeting notes, transcription, and searchable recordings, ideal for collaborative pipeline reviews.

pipeline reviews

Scribbl

Beginner

AI meeting assistant that generates summarized notes, transcripts, and action items from your calls, integrating with CRM.

demo calls

Wingman

Advanced

Provides real-time sales coaching and conversation intelligence, helping account execs overcome objections during live calls.

discovery calls

Tactiq

Beginner

Transcribes Google Meet and Zoom calls, capturing action items and key decisions for sales and marketing teams.

client meetings

Hypercontext

Intermediate

Facilitates structured meetings with agendas, notes, and action items, ensuring productive QBRs and team syncs.

QBRs

Clari Copilot

Advanced

AI-powered conversation intelligence for sales teams to analyze calls, coach reps, and improve win rates.

discovery calls

Meetgeek.ai

Beginner

Records, transcribes, and summarizes meetings, automatically sharing highlights and notes with relevant stakeholders.

client meetings

Airgram

Intermediate

AI meeting assistant that records, transcribes, summarizes, and takes notes from online meetings, syncing with your tools.

campaign planning

CRM & Sales Automation

Salesforce Sales Cloud

Advanced

The leading CRM for managing customer relationships, sales processes, and automating sales tasks, crucial for pipeline management.

pipeline reviews

HubSpot CRM

Intermediate

A comprehensive CRM with free tools for sales, marketing, and customer service, simplifying lead tracking and client communication.

client meetings

Pipedrive

Intermediate

A sales-focused CRM designed to visualize and manage sales pipelines, helping reps track deals from start to finish.

pipeline reviews

Zoho CRM

Intermediate

Offers robust CRM capabilities for sales automation, contact management, and analytics, suitable for growing sales teams.

discovery calls

Dynamics 365 Sales

Advanced

Microsoft's CRM solution for sales, integrating with other Microsoft products to provide a holistic view of customer interactions.

QBRs

Outreach.io

Advanced

A sales engagement platform that automates sales sequences, emails, and tasks, ensuring consistent follow-up with prospects.

campaign planning

Salesloft

Advanced

Provides a sales engagement platform for cadences, email tracking, and call coaching, empowering sales reps to execute campaigns.

discovery calls

Apollo.io

Intermediate

Combines lead prospecting, sales engagement, and a B2B database, helping sales and marketing teams identify and reach ideal customers.

campaign planning

ActiveCampaign

Intermediate

Offers email marketing, marketing automation, and CRM features, allowing marketing managers to nurture leads effectively.

campaign planning

PandaDoc

Intermediate

Streamlines document workflows for proposals, quotes, and contracts, accelerating the sales cycle for account executives.

demo calls

DocuSign

Beginner

Enables electronic signatures for agreements and contracts, simplifying the closing process for sales teams.

client meetings

Lusha

Beginner

Finds contact information for prospects and customers, helping sales reps enrich their CRM data and personalize outreach.

discovery calls

ZoomInfo

Advanced

A comprehensive B2B contact and company database for sales and marketing teams to identify and connect with target accounts.

campaign planning

Chili Piper

Intermediate

Automates scheduling and routing for inbound leads, ensuring prospects are connected with the right sales rep instantly.

demo calls

Calendly

Beginner

Simplifies meeting scheduling by allowing prospects to book time directly on a sales rep's calendar, reducing back-and-forth.

discovery calls

Salesforce Sales Cloud Einstein

Advanced

AI-powered insights and recommendations within Salesforce, helping sales reps prioritize leads and opportunities.

pipeline reviews

Insightly

Intermediate

A CRM for small and growing businesses, offering project management and sales features for a unified view of customer interactions.

client meetings

Copper CRM

Intermediate

A CRM built for Google Workspace users, integrating seamlessly with Gmail and other Google apps for sales productivity.

discovery calls

Freshsales

Intermediate

A CRM with built-in email, phone, chat, and lead scoring, providing a holistic view of the customer for sales teams.

demo calls

SugarCRM

Advanced

Flexible CRM platform offering sales automation, marketing automation, and customer support for tailored solutions.

QBRs

Meeting & Collaboration Tools

Zoom

Beginner

The leading video conferencing tool for hosting discovery calls, client meetings, and internal team syncs with ease.

client meetings

Google Meet

Beginner

Integrated with Google Workspace, offering reliable video conferencing for sales and marketing teams to collaborate seamlessly.

pipeline reviews

Microsoft Teams

Intermediate

A comprehensive collaboration platform with chat, video conferencing, and file sharing, ideal for internal sales and marketing alignment.

campaign planning

Slack

Beginner

A channel-based messaging platform for real-time communication, ensuring sales and marketing teams stay connected and informed.

QBRs

Miro

Intermediate

An online collaborative whiteboard for brainstorming, strategy sessions, and visual planning during campaign meetings or QBRs.

campaign planning

Trello

Beginner

A visual project management tool that helps sales and marketing teams organize tasks, track progress, and collaborate on campaigns.

pipeline reviews

Asana

Intermediate

A work management platform for teams to organize, track, and manage their work, perfect for coordinating sales and marketing efforts.

campaign planning

ClickUp

Intermediate

A customizable project management tool with features for tasks, docs, chat, goals, and more, suitable for diverse team workflows.

pipeline reviews

Loom

Beginner

Records quick video messages to explain complex topics, provide personalized demos, or share internal updates efficiently.

demo calls

Jira

Advanced

A powerful work management tool for agile teams, often used by marketing to track campaign development and product feedback.

campaign planning

Notion

Intermediate

A versatile workspace for notes, tasks, wikis, and databases, enabling sales and marketing teams to build shared knowledge bases.

client meetings

Confluence

Intermediate

A team workspace where knowledge and collaboration meet, ideal for documenting sales playbooks and marketing strategies.

QBRs

GoToMeeting

Beginner

Reliable online meeting software for screen sharing, video conferencing, and collaboration during client presentations.

demo calls

Webex

Intermediate

Cisco's comprehensive suite for video conferencing, team collaboration, and cloud calling, suitable for enterprise sales teams.

client meetings

Whereby

Beginner

Simple video meetings for teams, no downloads required, making it easy for quick check-ins and client calls.

discovery calls

Airtable

Intermediate

A flexible platform that combines spreadsheet, database, and project management features, great for tracking campaign assets.

campaign planning

Mural

Intermediate

Digital workspace for visual collaboration, enabling interactive brainstorming and strategy sessions for marketing initiatives.

campaign planning

Coda

Intermediate

A new type of doc that blends words, data, and teams together, perfect for creating dynamic sales playbooks and meeting notes.

QBRs

Lucidchart

Intermediate

Visual workspace for diagramming, data visualization, and collaboration, useful for mapping out complex sales processes or customer journeys.

pipeline reviews

Dropbox Paper

Beginner

A collaborative workspace for teams to create docs, brainstorm ideas, and manage projects, simplifying content creation for marketing.

client meetings

Sales Enablement & Content

Highspot

Advanced

A sales enablement platform that provides reps with the content, guidance, and training they need to engage buyers and close deals.

discovery calls

Seismic

Advanced

Delivers personalized sales content, training, and insights at scale, helping sales and marketing teams align on messaging.

client meetings

Showpad

Advanced

Combines content management, sales coaching, and buyer engagement to empower sales teams with relevant materials.

demo calls

Allego

Advanced

Provides sales enablement and learning solutions, allowing reps to practice pitches and access training on demand.

QBRs

Lessonly (now Seismic Learning)

Intermediate

Offers sales training and coaching software to help reps learn, practice, and perform better, improving overall sales effectiveness.

pipeline reviews

Qumulo

Advanced

Content management for unstructured data, ensuring marketing assets are easily accessible and organized for sales teams.

campaign planning

Brainshark

Advanced

Provides sales readiness solutions including coaching, content authoring, and analytics to elevate sales performance.

discovery calls

Mediafly

Advanced

Interactive sales enablement platform for creating engaging presentations and delivering personalized buyer experiences.

demo calls

Guru

Intermediate

A knowledge management solution that brings your team's knowledge to where they work, ensuring sales reps have immediate access to answers.

client meetings

Klue

Advanced

Competitive intelligence platform that helps sales and marketing teams understand competitors and win more deals.

campaign planning

Compete

Advanced

Provides real-time competitive intelligence to help sales teams counter objections and position their product effectively.

discovery calls

PitchBook

Advanced

Delivers data, research, and technology covering the private capital markets, useful for strategic account planning and prospecting.

pipeline reviews

Crunchbase

Intermediate

Provides business information and insights on companies, helping sales reps identify potential clients and understand their market.

discovery calls

G2

Beginner

A software review platform where sales and marketing teams can research, compare, and select the best tools for their needs.

QBRs

Capterra

Beginner

Another leading software review site for discovering and comparing business software, aiding in tool selection for sales and marketing.

campaign planning

Reprise

Advanced

Enables sales and marketing teams to create interactive product demos and guided tours without code, enhancing the demo experience.

demo calls

Walrus.ai

Advanced

Automated sales demo creation and testing, ensuring demos are always flawless and tailored to specific client needs.

demo calls

Consensus

Intermediate

Interactive demo automation platform that personalizes the buyer journey and qualifies prospects faster for sales teams.

demo calls

Storylane

Intermediate

Allows sales and marketing to build interactive product demos, tours, and guided experiences without coding.

demo calls

Demodesk

Intermediate

Intelligent meeting platform with shared virtual browsers for seamless co-browsing during sales demos and client presentations.

demo calls

Analytics & Reporting

Tableau

Advanced

A powerful data visualization tool for creating interactive dashboards and reports, essential for analyzing sales and marketing performance.

pipeline reviews

Power BI

Advanced

Microsoft's business intelligence tool for data analysis and visualization, helping marketing managers track campaign ROI.

QBRs

Google Analytics 4 (GA4)

Intermediate

Provides insights into website traffic and user behavior, crucial for marketing managers to optimize campaigns and understand customer journeys.

campaign planning

Looker (Google Cloud)

Advanced

A business intelligence platform that allows sales and marketing teams to explore, analyze, and share real-time business data.

pipeline reviews

Mixpanel

Advanced

Product analytics platform for understanding user behavior, engagement, and retention, aiding marketing in optimizing product adoption.

campaign planning

Amplitude

Advanced

Digital product intelligence platform that helps teams understand customer behavior and build better products, influencing marketing strategies.

campaign planning

Datorama (Salesforce Marketing Cloud)

Advanced

AI-powered marketing intelligence platform that unifies all marketing data for analysis and optimization.

campaign planning

Supermetrics

Intermediate

Connects marketing data from various platforms to spreadsheets, data warehouses, or BI tools for comprehensive reporting.

QBRs

Salesforce Reports & Dashboards

Intermediate

Built-in reporting and dashboard capabilities within Salesforce for tracking sales performance, pipeline health, and forecasting.

pipeline reviews

HubSpot Analytics

Intermediate

Provides comprehensive analytics for marketing, sales, and service activities, helping identify trends and areas for improvement.

campaign planning

Domo

Advanced

A cloud-based operating system for business that integrates data, runs analytics, and drives action across sales and marketing.

QBRs

Sisense

Advanced

An AI-driven analytics platform that infuses intelligence everywhere, empowering sales and marketing decisions with data.

pipeline reviews

Qlik Sense

Advanced

A self-service data discovery and analytics platform that allows sales and marketing teams to create interactive dashboards.

QBRs

Segment

Advanced

A customer data platform that collects, cleans, and controls customer data, feeding it to analytics and marketing tools.

campaign planning

Heap

Advanced

Automatically captures every user interaction on your website and app, allowing marketing to analyze behavior retroactively.

campaign planning

Hotjar

Intermediate

Provides heatmaps, session recordings, and surveys to understand how users interact with your website, informing marketing and sales strategies.

client meetings

FullStory

Advanced

Digital experience intelligence that captures every customer experience on your site or app, helping identify friction points.

discovery calls

Crazy Egg

Intermediate

Offers heatmaps, scroll maps, and A/B testing to optimize website conversion rates for marketing campaigns.

campaign planning

Semrush

Advanced

SEO and competitive intelligence tool for keyword research, site audits, and competitor analysis, vital for marketing strategy.

campaign planning

Ahrefs

Advanced

Comprehensive SEO toolkit for backlink analysis, keyword research, and content marketing, supporting marketing managers.

campaign planning

💡 Pro Tips

  • Integrate your call recording software directly with your CRM to automatically log call notes and key insights, saving valuable time for sales reps.
  • Utilize AI-powered conversation intelligence to identify common objections during discovery calls and demo calls, then build targeted responses or training modules for your team.
  • Leverage sales enablement platforms to centralize all marketing collateral, ensuring sales reps always have access to the most current and effective content for client meetings.
  • Regularly review pipeline data in your CRM, using analytics tools to identify bottlenecks and forecast accurately for QBRs, allowing marketing to adjust campaign support.
  • Implement automated scheduling tools for all client-facing meetings to reduce administrative overhead and improve prospect experience, freeing up sales reps for more selling.

Frequently Asked Questions

Try CraftNote for Free

AI-powered transcription and meeting notes — 90+ languages, speaker identification, instant summaries.

Start for Free