Company lists · Data refreshed September 2026

Top 25 CRM workflow automation firms based in the United States

RevenueBase identified 3,038 CRM workflow automation firms headquartered in the United States as of September 2026 and tracks 138,303 professional contacts across them, including 81,452 with verified work emails. New York is the largest hub.

This list covers CRM workflow automation firms 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 September 27, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 27, 2026 86% judged on-target in blind review
3,038Companies
138,303Contacts tracked
81,452Verified emails
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The 25 largest CRM workflow automation firms based in the United States

Ranked by team size
Top 25 of 3,038 CRM workflow automation firms based in the United States, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to CRM workflow automation firms: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 27, 202610001+86,470 contacts →

Partial evidence

“We're the #1 AI CRM-where humans with agents drive customer success together with AI, data, and Customer 360 apps on one platform.”

Source: RevenueBase Database · checked Sep 27, 2026
2Indirect evidenceCambridge, MA, United StatesHQ checked Sep 27, 20265,001-10,00011,077 contacts →

Indirect evidence

“HubSpot is a leading agentic customer platform that provides software and support to help businesses grow better.”

Source: RevenueBase Database · checked Sep 27, 2026
3Partial evidenceBoston, MA, United StatesHQ checked Sep 27, 20261,001-5,0002,789 contacts →

Partial evidence

“Klaviyo (NYSE: KVYO) is the autonomous B2C CRM.”

Source: RevenueBase Database · checked Sep 27, 2026
4Indirect evidenceDallas, TX, United StatesHQ checked Sep 27, 20261,001-5,0001,767 contacts →

Indirect evidence

“Your tech stack is costing you more than money.”

Source: RevenueBase Database · checked Sep 27, 2026
5Indirect evidenceMountain View, CA, United StatesHQ checked Sep 27, 20261,001-5,0001,506 contacts →

Indirect evidence

“Grazitti Interactive is a digital innovation leader with offices in India, USA, Australia, and Singapore.”

Source: RevenueBase Database · checked Sep 27, 2026
6Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 27, 20261,001-5,0001,316 contacts →

Partial evidence

“Talkdesk® is leading a new era in customer experience with Customer Experience Automation (CXA)-a new category and platform designed to automate the full complexity of modern…”

Source: RevenueBase Database · checked Sep 27, 2026
7Strong evidenceChicago, IL, United StatesHQ checked Sep 27, 2026501-1,0001,178 contacts →

Strong evidence

“Basis Technologies is a global provider of workflow automation, intelligence and programmatic trading software for the marketing enterprise.”

Source: RevenueBase Database · checked Sep 27, 2026
8Partial evidenceNew York, NY, United StatesHQ checked Sep 27, 2026501-1,000970 contacts →

Partial evidence

“Founded in 2010, Pipedrive is an easy and effective sales CRM that drives small business growth.”

Source: RevenueBase Database · checked Sep 27, 2026
9Strong evidenceBoston, MA, United StatesHQ checked Sep 27, 2026501-1,000939 contacts →

Strong evidence

“AI CRM and workflow platform where people and AI agents work together, with no limits on users, agents, or scale.”

Source: RevenueBase Database · checked Sep 27, 2026
10Indirect evidenceChicago, IL, United StatesHQ checked Sep 27, 20261,001-5,000863 contacts →

Indirect evidence

“ActiveCampaign is the AI-first autonomous marketing platform built to transform how marketers, agencies, and entrepreneurs work.”

Source: RevenueBase Database · checked Sep 27, 2026
11Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 27, 2026501-1,000842 contacts →

Indirect evidence

“At 360 Degree Cloud, our mission is to help businesses unlock the true power of Salesforce, transforming the way they operate, innovate, and grow.”

Source: RevenueBase Database · checked Sep 27, 2026
12Partial evidenceDenver, CO, United StatesHQ checked Sep 27, 2026501-1,000576 contacts →

Partial evidence

“SugarAI: the CRM that actually helps sellers sell.”

Source: RevenueBase Database · checked Sep 27, 2026
13Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 27, 2026501-1,000430 contacts →

Indirect evidence

“Front is the customer operations platform built for B2B complexity, keeping every team, tool, and customer conversation in sync so companies can scale without losing connection.”

Source: RevenueBase Database · checked Sep 27, 2026
14Partial evidenceMilpitas, CA, United StatesHQ checked Sep 27, 2026201-500380 contacts →

Partial evidence

“CRMIT Solutions is a leading CRM Solutions Provider specializing in AI-led digital transformation and decision transformation solutions, all powered by Customer360++(a proprietary…”

Source: RevenueBase Database · checked Sep 27, 2026
15Indirect evidenceDublin, CA, United StatesHQ checked Sep 27, 20261,001-5,000357 contacts →

Indirect evidence

“CallidusCloud is now SAP Sales Cloud, part of the SAP Customer Experience division of SAP.”

Source: RevenueBase Database · checked Sep 27, 2026
16Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 27, 2026201-500335 contacts →

Indirect evidence

“HoneyBook is the leading AI-powered business management platform for small business owners.”

Source: RevenueBase Database · checked Sep 27, 2026
17Indirect evidenceSouth Jordan, UT, United StatesHQ checked Sep 27, 2026201-500290 contacts →

Indirect evidence

“Canopy is the all-in-one practice management platform built to help accounting firms simplify operations, delight clients, and drive firm-wide growth.”

Source: RevenueBase Database · checked Sep 27, 2026
18Partial evidenceAlbany, NY, United StatesHQ checked Sep 27, 2026201-500252 contacts →

Partial evidence

“At TRooTech, we engineer intelligent, future-ready business solutions that combine the power of AI, CRM, and custom software development.”

Source: RevenueBase Database · checked Sep 27, 2026
19Indirect evidenceEnglewood, CO, United StatesHQ checked Sep 27, 2026201-500249 contacts →

Indirect 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 Sep 27, 2026
20Partial evidencePalo Alto, United StatesHQ checked Sep 27, 202651-200236 contacts →

Partial evidence

“Bik.ai is the first agentic AI CRM for eCommerce.”

Source: RevenueBase Database · checked Sep 27, 2026
21Partial evidencePortland, OR, United StatesHQ checked Sep 27, 2026201-500210 contacts →

Partial evidence

“Act-On Software provides the innovative marketing automation platform for marketers who think big and act boldly.”

Source: RevenueBase Database · checked Sep 27, 2026
22Indirect evidenceAlexandria, VA, United StatesHQ checked Sep 27, 2026501-1,000198 contacts →

Indirect evidence

“Your all-in-one workspace for growth.”

Source: RevenueBase Database · checked Sep 27, 2026
23Partial evidenceSanta Clara, CA, United StatesHQ checked Sep 27, 202651-200194 contacts →

Partial 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 Sep 27, 2026
24Indirect evidenceAlpharetta, GA, United StatesHQ checked Sep 27, 202651-200193 contacts →

Indirect evidence

“CloudQ is a forward-thinking technology company specializing in AI-driven solutions for Salesforce and Zoho platforms.”

Source: RevenueBase Database · checked Sep 27, 2026
25Indirect evidenceWestborough, MA, United StatesHQ checked Sep 27, 2026201-500193 contacts →

Indirect evidence

“At Conscendo Technologies, Salesforce is at the heart of everything we do.”

Source: RevenueBase Database · checked Sep 27, 2026

Showing 25 of 3,038 CRM workflow automation firms based in the United States

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CRM workflow automation firms based in the United States at a glance

As of Sep 27, 2026
58.9%Verified-email coverage
45.5Average contacts per company
1-10Median size (employees)
3.9%Largest-city concentration · New York
Sep 27, 2026Page data refreshed

Companies by employee count

1-10
1,905
11-50
847
51-200
209
201-500
42
501-1,000
12
1,001-5,000
18
5,001-10,000
3
10001+
1

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 3,038 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 workflow automation firms, 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 “CRM workflow automation firms”. 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 workflow automation firms), 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 workflow automation firms, 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, 81,452 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 27, 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.

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 workflow automation firms, 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 workflow automation firms are there based in the United States?

RevenueBase identified 3,038 CRM workflow automation firms headquartered in the 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?

Salesforce, headquartered in San Francisco, tops this list with the largest team on record.

Which city has the most CRM workflow automation firms?

New York leads with 117 headquartered companies, followed by San Francisco (100) and Austin (76).

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 81,452 verified decision-maker contacts tracked across these 3,038 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 27, 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.