Company lists · Data refreshed August 2026

Top 25 Client relationship management software companies based in the United States

Name: Client relationship management software companies based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Aug 31, 2026 667 companies tracked

RevenueBase identified 667 client relationship management software companies headquartered in the United States as of August 2026 and tracks 11,073 professional contacts across them, including 4,249 with verified work emails and 3,340 with mobile numbers. New York is the largest hub.

This list covers client relationship management software companies headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed August 31, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase Smart Search rating on every row Refreshed Aug 31, 2026 86% judged on-target in blind review

667Companies

11,073Contacts tracked

4,249Verified emails

3,340Mobile numbers

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The 25 largest client relationship management software companies based in the United States

Ranked by team size

Top 25 of 667 client relationship management software companies based in the United States, ranked by team size, largest first. Data refreshed Aug 31, 2026. RevenueBase Smart Search rates how each company's information relates to client relationship management software companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Klaviyo	Indirect evidence	Boston, MA, United States	1,001-5,000	2,859 contacts →
	Indirect evidence “Klaviyo (NYSE: KVYO) is the autonomous B2C CRM.” Source: RevenueBase Database · checked Aug 31, 2026
2	Vendasta	Partial evidence	Boston, MA, United States	501-1,000	768 contacts →
	Partial evidence “Vendasta is the leading AI software company for customer acquisition and engagement, helping businesses get more customers.” Source: RevenueBase Database · checked Aug 31, 2026
3	affinity.co	Partial evidence	San Francisco, CA, United States	201-500	287 contacts →
	Partial evidence “Deals are won through relationships-but most CRMs weren't built to track them.” Source: RevenueBase Database · checked Aug 31, 2026
4	Billingplatform	Partial evidence	Englewood, CO, United States	201-500	251 contacts →
	Partial evidence “BillingPlatform empowers businesses with innovative software solutions to optimize revenue generation through every stage of the customer lifecycle, powering growth through…” Source: RevenueBase Database · checked Aug 31, 2026
5	Leandata	Indirect evidence	Santa Clara, CA, United States	51-200	207 contacts →
	Indirect evidence “Help your teams align to your customer’s journey by uniting your CRM data, signals, and tools from the first buying signal to closed-won and beyond.” Source: RevenueBase Database · checked Aug 31, 2026
6	KEAP	Indirect evidence	Chandler, AZ, United States	201-500	200 contacts →
	Indirect evidence “With Keap, you'll easily capture, organize, track, and nurture all of your leads to increase sales and revenue.” Source: RevenueBase Database · checked Aug 31, 2026
7	ACT	Indirect evidence	Scottsdale, AZ, United States	51-200	170 contacts →
	Indirect evidence “We're with you every step of the way.” Source: RevenueBase Database · checked Aug 31, 2026
8	CLOSE	Indirect evidence	New York City, NY, United States	51-200	142 contacts →
	Indirect evidence “Close is the sales CRM built for founders, startups, and small businesses that want to grow faster.” Source: RevenueBase Database · checked Aug 31, 2026
9	Pipeliner CRM	Indirect evidence	Los Angeles, CA, United States	51-200	135 contacts →
	Indirect evidence “Pipeliner has revolutionized the complexity of CRM with a simple, unique visual interface, a no-code workflow automation engine, and instant, dynamic insights and reporting.” Source: RevenueBase Database · checked Aug 31, 2026
10	Wealthbox	Indirect evidence	United States	51-200	128 contacts →
	Indirect evidence “Wealthbox is CRM you’ll actually enjoy.” Source: RevenueBase Database · checked Aug 31, 2026
11	Riva International, INC	Strong evidence	Sunnyvale, CA, United States	51-200	126 contacts →
	Strong evidence “Riva is the trusted partner for organizations seeking to build stronger client relationships while streamlining operations.” Source: RevenueBase Database · checked Aug 31, 2026
12	Mirabel Technologies	Partial evidence	Fort Lauderdale, FL, United States	51-200	115 contacts →
	Partial evidence “Mirabel Technologies is a privately owned international software company that empowers businesses to grow.” Source: RevenueBase Database · checked Aug 31, 2026
13	Paramantra	Partial evidence	Charlestown, MA, United States	51-200	112 contacts →
	Partial evidence “With over 18 years of deep industry expertise, Paramantra has provided enterprise software solutions for those who fulfill the requirements of customers or citizens.” Source: RevenueBase Database · checked Aug 31, 2026
14	Genesis Digital, LLC	Partial evidence	Las Vegas, NV, United States	51-200	104 contacts →
	Partial evidence “Genesis Digital empowers entrepreneurs and small business owners to achieve financial freedom with affordable and easy-to-use marketing and sales automation software, and a…” Source: RevenueBase Database · checked Aug 31, 2026
15	Agile CRM By Mantra	Indirect evidence	Dallas, TX, United States	51-200	100 contacts →
	Indirect evidence “Agile CRM is the world’s first fully-integrated sales, marketing, and service suite – an All-in-One CRM for small businesses with full sales, marketing, and service automation…” Source: RevenueBase Database · checked Aug 31, 2026
16	Welcomehome Software	Indirect evidence	Atlanta, GA, United States	51-200	86 contacts →
	Indirect evidence “WelcomeHome is a CRM built specifically for senior living and home care sales and marketing teams, designed to help organizations convert more leads, strengthen referral…” Source: RevenueBase Database · checked Aug 31, 2026
17	Client Focus	Strong evidence	Taylorsville, UT, United States	51-200	83 contacts →
	Strong evidence “Client Focus provides high-quality client relationship management services to insurance agencies.” Source: RevenueBase Database · checked Aug 31, 2026
18	Practifi	Partial evidence	Chicago, IL, United States	51-200	78 contacts →
	Partial evidence “Practifi is the only intelligent CRM built specifically for wealth management firms.” Source: RevenueBase Database · checked Aug 31, 2026
19	Lawmatics	Partial evidence	San Diego, CA, United States	51-200	78 contacts →
	Partial evidence “Lawmatics is the #1 CRM for law firms, supporting the entire client journey from first contact to trusted partnership.” Source: RevenueBase Database · checked Aug 31, 2026
20	500apps By Mantra	Indirect evidence	New York, NY, United States	201-500	76 contacts →
	Indirect evidence “500apps is the world's first All-in-One SaaS suite of 39+ apps that cover all areas of business operations.” Source: RevenueBase Database · checked Aug 31, 2026
21	Insightly CRM By Unbounce	Partial evidence	San Francisco, CA, United States	51-200	73 contacts →
	Partial evidence “Insightly, the new breed of CRM, helps modern businesses of all sizes build lifelong customer relationships and grow faster than ever before.” Source: RevenueBase Database · checked Aug 31, 2026
22	Constant Contact Lead GEN & CRM	Indirect evidence	Gainesville, FL, United States	1,001-5,000	71 contacts →
	Indirect evidence “SharpSpring is a full-funnel marketing and sales automation platform that unites marketing and sales teams to launch and track targeted campaigns and personalize every interaction…” Source: RevenueBase Database · checked Aug 31, 2026
23	Builder Prime	Indirect evidence	Denver, CO, United States	51-200	70 contacts →
	Indirect evidence “Builder Prime is the all-in-one CRM built for growth-minded home improvement companies.” Source: RevenueBase Database · checked Aug 31, 2026
24	Qantler Technologies	Partial evidence	Edison, NJ, United States	51-200	65 contacts →
	Partial evidence “Software Service Company specialized in CRM, ERP, Low Code Platforms, Cloud Native & Microsoft Technologies.” Source: RevenueBase Database · checked Aug 31, 2026
25	White CUP	Indirect evidence	Garden City, ID, United States	51-200	52 contacts →
	Indirect evidence “White Cup CRM + BI makes it easy for your entire customer-facing team to prioritize outreach and collaborate to increase revenue.” Source: RevenueBase Database · checked Aug 31, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: client relationship management software companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names client relationship management software companies.
Partial evidence: Its own public description names part of client relationship management software companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name client relationship management software companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 667 client relationship management software companies based in the United States

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Client relationship management software companies based in the United States at a glance

As of Aug 31, 2026

38.4%Verified-email coverage

30.2%Mobile-number coverage

16.6Average contacts per company

1-10Median size (employees)

4.0%Largest-city concentration · New York

Aug 31, 2026Page data refreshed

Companies by employee count

1-10

356

11-50

211

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among client relationship management software companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in the United States whose own description of what they do matches “client relationship management software companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names client relationship management software companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among client relationship management software companies, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 4,249 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on August 31, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Client relationship management software companies by metro

Client relationship management software companies in New York27

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names client relationship management software companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many client relationship management software companies are there based in the United States?

RevenueBase identified 667 client relationship management software companies headquartered in the United States as of August 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Klaviyo, headquartered in Boston, tops this list with the largest team on record.

Which city has the most client relationship management software companies?

New York leads with 27 headquartered companies, followed by San Francisco (22) and Houston (15).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 4,249 verified decision-maker contacts tracked across these 667 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on August 31, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.