Company lists · Data refreshed September 2026
Top 11 CRM automation services based in San Diego, United States
RevenueBase identified 38 CRM automation services headquartered in San Diego, United States as of September 2026 and tracks 540 professional contacts across them, including 226 with verified work emails. New York is the largest hub.
This list covers CRM automation services headquartered in San Diego, 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 September 21, 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.
The 11 largest CRM automation services based in San Diego, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 186 contacts → | ||||
Partial evidence “SoftClouds | IT, Cloud, CRM & CX Solutions Provider.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 2 | 155 contacts → | ||||
Indirect evidence “Cordial automates billions of data-driven, cross-channel messages to create lifetime customer connections for leading companies.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 3 | 73 contacts → | ||||
Indirect evidence “One Platform, Endless Solutions.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 4 | 30 contacts → | ||||
Strong evidence “RipeMetrics is a simple yet powerful customer growth platform that combines AI-powered conversational marketing, campaign & content automations, CRM, customer experience and…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 5 | 10 contacts → | ||||
Partial evidence “Known as the most affordable and easy-to-use CRM for sales professionals and small businesses, LionDesk allows you to go from Lead to Close in a highly customizable platform.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 6 | 10 contacts → | ||||
Partial evidence “MarketingPro, Inc, an FMG Suite company, is the leader in marketing automation for Financial Professionals, providing solutions that save time and increase client satisfaction.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 7 | 2 contacts → | ||||
Partial evidence “We focus on supporting organizations and companies in order to achieve their business goals and maximize profitability by automating their sales and customer service processes…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 8 | 1 contacts → | ||||
Strong evidence “Cannack specializes in lead generation, marketing and sales automation and CRM Implementation to create steady, predictable revenue streams for B2B and vertically integrated…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 9 | 1 contacts → | ||||
Indirect evidence “gb|sterling helps businesses optimize all aspects of their B2B sales funnel by focusing on P2P - person-to-person - communications with prospects.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 10 | 1 contacts → | ||||
Partial evidence “Salience, LLC specializes in Salesforce.com CRM consulting and implementation services.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 11 | 1 contacts → | ||||
Partial evidence “Expound CRM is the ultimate B2B solution designed to enhance your sales process.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
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: CRM automation services. 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 CRM automation services.
- Partial evidence
- Its own public description names part of CRM automation services, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name CRM automation services. 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 11 of 38 CRM automation services based in San Diego, United States
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CRM automation services based in San Diego, United States at a glance
As of Sep 21, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for San Diego, so it is reported there. Company counts and contact totals on this page are exact for San Diego, over 38 companies.
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 CRM automation services, 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 San Diego, United States whose own description of what they do matches “CRM automation services”. 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 CRM automation services), 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 CRM automation services, and records with no verified work email. Companies headquartered outside San Diego 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, 226 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 September 21, 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.
CRM automation services by metro in the United States
- CRM automation services in New York100
- CRM automation services in San Francisco72
- CRM automation services in Miami58
- CRM automation services in Austin57
- CRM automation services in Los Angeles53
- CRM automation services in Dallas46
- CRM automation services in Houston41
- CRM automation services in San Diego38
- CRM automation services in Sheridan38
- CRM automation services in Atlanta37
- CRM automation services in Chicago34
- CRM automation services in Las Vegas34
- CRM automation services in Boston30
- CRM automation services in Denver30
- CRM automation services in Charlotte27
- CRM automation services in Dover25
- CRM automation services in Seattle25
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 CRM automation services, 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 CRM automation services are there based in San Diego, United States?
RevenueBase identified 38 CRM automation services headquartered in San Diego, United States as of September 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?
Softclouds, headquartered in San Diego, tops this list with the largest team on record.
Which city has the most CRM automation services?
New York leads with 100 headquartered companies, followed by San Francisco (72) and Miami (58).
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 226 verified decision-maker contacts tracked across these 38 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 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.
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