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 company matches for client relationship management software companies associated with 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 company matches for client relationship management software companies associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed August 31, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 SmartSearch · Exact Recorded Aug 31, 2026 How this list was built

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 company matches for client relationship management software companies based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Aug 31, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Klaviyo	Exact match	Boston, MA, United States	1,001-5,000	2,859 contacts →
	Exact match “Klaviyo (NYSE: KVYO) is the autonomous B2C CRM.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
2	Vendasta	Exact match	Boston, MA, United States	501-1,000	768 contacts →
	Exact match “Vendasta is the leading AI software company for customer acquisition and engagement, helping businesses get more customers.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
3	affinity.co	Exact match	San Francisco, CA, United States	201-500	287 contacts →
	Exact match “Deals are won through relationships-but most CRMs weren't built to track them.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
4	Billingplatform	Exact match	Englewood, CO, United States	201-500	251 contacts →
	Exact match “BillingPlatform empowers businesses with innovative software solutions to optimize revenue generation through every stage of the customer lifecycle, powering growth through…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
5	Leandata	Exact match	Santa Clara, CA, United States	51-200	207 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
6	KEAP	Exact match	Chandler, AZ, United States	201-500	200 contacts →
	Exact match “With Keap, you'll easily capture, organize, track, and nurture all of your leads to increase sales and revenue.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
7	ACT	Exact match	Scottsdale, AZ, United States	51-200	170 contacts →
	Exact match “We're with you every step of the way.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
8	CLOSE	Exact match	New York, NY, United States	51-200	142 contacts →
	Exact match “Close is the sales CRM built for founders, startups, and small businesses that want to grow faster.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
9	Pipeliner CRM	Exact match	Los Angeles, CA, United States	51-200	135 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
10	Wealthbox	Exact match	United States	51-200	128 contacts →
	Exact match “Wealthbox is CRM you’ll actually enjoy.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
11	Riva International, INC	Exact match	Sunnyvale, CA, United States	51-200	126 contacts →
	Exact match “Riva is the trusted partner for organizations seeking to build stronger client relationships while streamlining operations.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
12	Mirabel Technologies	Exact match	Fort Lauderdale, FL, United States	51-200	115 contacts →
	Exact match “Mirabel Technologies is a privately owned international software company that empowers businesses to grow.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
13	Paramantra	Exact match	Charlestown, MA, United States	51-200	112 contacts →
	Exact match “With over 18 years of deep industry expertise, Paramantra has provided enterprise software solutions for those who fulfill the requirements of customers or citizens.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
14	Genesis Digital, LLC	Exact match	Las Vegas, NV, United States	51-200	104 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
15	Agile CRM By Mantra	Exact match	Dallas, TX, United States	51-200	100 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
16	Welcomehome Software	Exact match	Atlanta, GA, United States	51-200	86 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
17	Client Focus	Exact match	Taylorsville, UT, United States	51-200	83 contacts →
	Exact match “Client Focus provides high-quality client relationship management services to insurance agencies.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
18	Practifi	Exact match	Chicago, IL, United States	51-200	78 contacts →
	Exact match “Practifi is the only intelligent CRM built specifically for wealth management firms.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
19	Lawmatics	Exact match	San Diego, CA, United States	51-200	78 contacts →
	Exact match “Lawmatics is the #1 CRM for law firms, supporting the entire client journey from first contact to trusted partnership.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
20	500apps By Mantra	Exact match	New York, NY, United States	201-500	76 contacts →
	Exact match “500apps is the world's first All-in-One SaaS suite of 39+ apps that cover all areas of business operations.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
21	Insightly CRM By Unbounce	Exact match	San Francisco, CA, United States	51-200	73 contacts →
	Exact match “Insightly, the new breed of CRM, helps modern businesses of all sizes build lifelong customer relationships and grow faster than ever before.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
22	Constant Contact Lead GEN & CRM	Exact match	Gainesville, FL, United States	1,001-5,000	71 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
23	Builder Prime	Exact match	Denver, CO, United States	51-200	70 contacts →
	Exact match “Builder Prime is the all-in-one CRM built for growth-minded home improvement companies.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
24	Qantler Technologies	Exact match	Edison, NJ, United States	51-200	65 contacts →
	Exact match “Software Service Company specialized in CRM, ERP, Low Code Platforms, Cloud Native & Microsoft Technologies.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase
25	White CUP	Exact match	Garden City, ID, United States	51-200	52 contacts →
	Exact match “White Cup CRM + BI makes it easy for your entire customer-facing team to prioritize outreach and collaborate to increase revenue.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “client relationship management software companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

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

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with the United States whose business descriptions match “client relationship management software companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 4,249 professional contacts with verified work emails across the full matched dataset. 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.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Client relationship management software companies by metro

Client relationship management software companies in New York27

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “client relationship management software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 667 company matches for client relationship management software companies associated with the United States as of August 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Klaviyo tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most client relationship management software companies?

New York leads with 27 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 4,249 professional contacts with verified work emails tracked across these 667 companies; direct dials are available where recorded.

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 SmartSearch, 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.