Company lists · Data refreshed September 2026
Top 25 CRM workflow automation firms based in San Francisco, United States
RevenueBase identified 100 company matches for CRM workflow automation firms associated with San Francisco, United States as of September 2026 and tracks 90,100 professional contacts across them, including 61,399 with verified work emails. Across the United States, New York is the largest hub for this category (130 companies); San Francisco follows with 100.
This list covers company matches for CRM workflow automation firms associated with San Francisco, 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 September 27, 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.
The 25 largest CRM workflow automation firms based in San Francisco, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 86,470 contacts → | ||||
Exact match “We're the #1 AI CRM-where humans with agents drive customer success together with AI, data, and Customer 360 apps on one platform.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 2 | 1,316 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 3 | 430 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 4 | 335 contacts → | ||||
Exact match “HoneyBook is the leading AI-powered business management platform for small business owners.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 5 | 104 contacts → | ||||
Exact match “Build pipeline with confidence.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 6 | 67 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 · Sep 27, 2026 · View company records in RevenueBase | |||||
| 7 | 45 contacts → | ||||
Exact match “Chatfuel is the #1 platform for businesses that sell and grow through social media.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 8 | 45 contacts → | ||||
Exact match “Your business has many moving parts.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 9 | 43 contacts → | ||||
Exact match “diio empowers consultative selling companies by revolutionizing how they manage and operate their sales teams all powered by advanced artificial intelligence.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 10 | 36 contacts → | ||||
Exact match “Eloqua, a wholly-owned subsidiary of Oracle, is the leading provider of modern marketing automation and revenue performance management software that helps ensure every component…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 11 | 33 contacts → | ||||
Exact match “Hi, we're Scalero.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 12 | 27 contacts → | ||||
Exact match “WayMore is an innovative and powerful marketing and business operations automation software that enables a company to reach its goals.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 13 | 25 contacts → | ||||
Exact match “ProjectMark (aka Project Mark) is the CRM built for the construction industry.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 14 | 25 contacts → | ||||
Exact match “Mailmunch is the one-stop lead generation and marketing platform that allows you to grow your business with lead capture and email automation tools to reach your audience with a…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 15 | 22 contacts → | ||||
Exact match “Mapsly is a field sales and field service platform for CRMs offering 80+ digital/AI tools to supercharge your mobile teams, including optimized routing, visit scripting with…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 16 | 17 contacts → | ||||
Exact match “Built for teams that are all-in on AI, Frontline is a new kind of CRM.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 17 | 15 contacts → | ||||
Exact match “Grw is the AI sales system your team runs on.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 18 | 11 contacts → | ||||
Exact match “Salestools.io helps sales teams use AI and Automation with AI Sales Agents.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 19 | 11 contacts → | ||||
Exact match “Collaborative sales management and CRM software for startups and SMBs.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 20 | 9 contacts → | ||||
Exact match “Kastle is a workflow automation tool for mortgage lenders and servicers.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 21 | 9 contacts → | ||||
Exact match “Cast.app, #1 automation platform to drive growth, revenue, and referrals from existing customers Learn more at: https://cast.app/product.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 22 | 8 contacts → | ||||
Exact match “Your outbound sales team is the most expensive and least efficient team.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 23 | 7 contacts → | ||||
Exact match “Hundreds of DTC brands use PerfectBot to automate over 60% of tickets, keeping costs low and customers satisfied.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 24 | 7 contacts → | ||||
Exact match “At the heart of our company lies the mission to humanize the buying process.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 25 | 6 contacts → | ||||
Exact match “250+ prebuilt workflows designed for sales and marketing teams that want to close deals faster, accelerate donations, and market more efficiently.” Recorded in the RevenueBase company graph · Sep 27, 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 “CRM workflow automation firms”. 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 100 CRM workflow automation firms based in San Francisco, United States
See the full list, filter by size, metro and specialty, and access 61,399 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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CRM workflow automation firms based in San Francisco, United States at a glance
As of Sep 27, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 100 companies.
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 San Francisco, United States whose business descriptions match “CRM workflow automation firms” 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 61,399 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 September 27, 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.
CRM workflow automation firms by metro in the United States
- CRM workflow automation firms in New York130
- CRM workflow automation firms in Austin76
- CRM workflow automation firms in Miami69
- CRM workflow automation firms in Los Angeles65
- CRM workflow automation firms in Dallas60
- CRM workflow automation firms in Chicago59
- CRM workflow automation firms in San Diego48
- CRM workflow automation firms in Houston47
- CRM workflow automation firms in Atlanta42
- CRM workflow automation firms in Denver40
- CRM workflow automation firms in Tampa35
- CRM workflow automation firms in Boston34
- CRM workflow automation firms in Las Vegas34
- CRM workflow automation firms in Charlotte31
- CRM workflow automation firms in Orlando27
- CRM workflow automation firms in Seattle26
- CRM workflow automation firms in San Jose25
- CRM workflow automation firms in Scottsdale25
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 “CRM workflow automation firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many CRM workflow automation firms are there based in San Francisco, United States?
RevenueBase identified 100 company matches for CRM workflow automation firms associated with San Francisco, United States as of September 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?
Salesforce tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most CRM workflow automation firms?
New York leads the United States with 130 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 61,399 professional contacts with verified work emails tracked across these 100 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 September 27, 2026.
Ready to reach these companies? Verified emails and direct dials for all 100 CRM workflow automation firms based in San Francisco, United States. Start with a free account, no credit card.
Download this list →Related lists
CRM workflow automation firms by geography
- CRM workflow automation firms based in Melbourne, Australia
- CRM workflow automation firms based in Sydney, Australia
- CRM workflow automation firms based in Sao Paulo, Brazil
- CRM workflow automation firms based in Calgary, Canada
- CRM workflow automation firms based in Toronto, Canada
- CRM workflow automation firms based in Vancouver, Canada
- CRM workflow automation firms based in Paris, France
- CRM workflow automation firms based in Berlin, Germany
- CRM workflow automation firms based in Ahmedabad, India
- CRM workflow automation firms based in Bangalore, India
- CRM workflow automation firms based in Gurgaon, India
- CRM workflow automation firms based in Hyderabad, India
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- CRM workflow automation firms based in Melbourne, Australia
- CRM workflow automation firms based in Sydney, Australia
- CRM workflow automation firms based in Sao Paulo, Brazil
- CRM workflow automation firms based in Calgary, Canada
- CRM workflow automation firms based in Toronto, Canada
- CRM workflow automation firms based in Vancouver, Canada
Company intelligence · public preview
Top 25 CRM workflow automation firms based in San Francisco, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 100 matching company records for CRM workflow automation firms based in San Francisco, United States, with 90,100 tracked contacts and 61,399 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 27, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 CRM workflow automation firms based in San Francisco, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Salesforcesalesforce.comHQ: San Francisco, CA, United StatesReported employees: 10001+ | San Francisco, CA, United States | 10001+ | Exact match | 86,470 contacts → |
“We're the #1 AI CRM-where humans with agents drive customer success together with AI, data, and Customer 360 apps on one platform.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Talkdesktalkdesk.comHQ: San Francisco, CA, United StatesReported employees: 1,001-5,000 | San Francisco, CA, United States | 1,001-5,000 | Exact match | 1,316 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  FRONTfront.comHQ: San Francisco, CA, United StatesReported employees: 501-1,000 | San Francisco, CA, United States | 501-1,000 | Exact match | 430 contacts → |
“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.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Honeybookhoneybook.comHQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 335 contacts → |
“HoneyBook is the leading AI-powered business management platform for small business owners.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Leadiqleadiq.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 104 contacts → |
“Build pipeline with confidence.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Insightly CRM By Unbounceinsightly.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 67 contacts → |
“Insightly, the new breed of CRM, helps modern businesses of all sizes build lifelong customer relationships and grow faster than ever before.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Chatfuelchatfuel.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 45 contacts → |
“Chatfuel is the #1 platform for businesses that sell and grow through social media.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Mountainise INCmountainise.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 45 contacts → |
“Your business has many moving parts.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  DIIOdiio.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 43 contacts → |
“diio empowers consultative selling companies by revolutionizing how they manage and operate their sales teams all powered by advanced artificial intelligence.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Eloquaoracle.comHQ: San Francisco, CA, United StatesReported employees: 1,001-5,000 | San Francisco, CA, United States | 1,001-5,000 | Exact match | 36 contacts → |
“Eloqua, a wholly-owned subsidiary of Oracle, is the leading provider of modern marketing automation and revenue performance management software that helps ensure every component…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Scaleroscalero.ioHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 33 contacts → |
“Hi, we're Scalero.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Waymorewaymore.ioHQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 27 contacts → |
“WayMore is an innovative and powerful marketing and business operations automation software that enables a company to reach its goals.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Projectmark Construction CRMprojectmark.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 25 contacts → |
“ProjectMark (aka Project Mark) is the CRM built for the construction industry.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Mailmunchmailmunch.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 25 contacts → |
“Mailmunch is the one-stop lead generation and marketing platform that allows you to grow your business with lead capture and email automation tools to reach your audience with a…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Mapslymapsly.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 22 contacts → |
“Mapsly is a field sales and field service platform for CRMs offering 80+ digital/AI tools to supercharge your mobile teams, including optimized routing, visit scripting with…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Frontlinegetfrontline.aiHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 17 contacts → |
“Built for teams that are all-in on AI, Frontline is a new kind of CRM.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  GRW AIgrw.aiHQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 15 contacts → |
“Grw is the AI sales system your team runs on.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Salestoolssalestools.ioHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 11 contacts → |
“Salestools.io helps sales teams use AI and Automation with AI Sales Agents.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Relaterelate.soHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 11 contacts → |
“Collaborative sales management and CRM software for startups and SMBs.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Kastle YC S24kastle.aiHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 9 contacts → |
“Kastle is a workflow automation tool for mortgage lenders and servicers.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  cast.appcast.appHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 9 contacts → |
“Cast.app, #1 automation platform to drive growth, revenue, and referrals from existing customers Learn more at: https://cast.app/product.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Modigie, INCmodigie.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 8 contacts → |
“Your outbound sales team is the most expensive and least efficient team.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Perfectbotperfectbot.aiHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 7 contacts → |
“Hundreds of DTC brands use PerfectBot to automate over 60% of tickets, keeping costs low and customers satisfied.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Upbeatupbeat.chat HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 7 contacts → |
“At the heart of our company lies the mission to humanize the buying process.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Syncapps By Cazoomicazoomi.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 6 contacts → |
“250+ prebuilt workflows designed for sales and marketing teams that want to close deals faster, accelerate donations, and market more efficiently.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 100 company matches
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CRM workflow automation firms: dataset insights
September 27, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
100 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 100 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 27, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
CRM workflow automation firms by metro in the United States
- CRM workflow automation firms in New York130
- CRM workflow automation firms in Austin76
- CRM workflow automation firms in Miami69
- CRM workflow automation firms in Los Angeles65
- CRM workflow automation firms in Dallas60
- CRM workflow automation firms in Chicago59
- CRM workflow automation firms in San Diego48
- CRM workflow automation firms in Houston47
- CRM workflow automation firms in Atlanta42
- CRM workflow automation firms in Denver40
- CRM workflow automation firms in Tampa35
- CRM workflow automation firms in Boston34
- CRM workflow automation firms in Las Vegas34
- CRM workflow automation firms in Charlotte31
- CRM workflow automation firms in Orlando27
- CRM workflow automation firms in Seattle26
- CRM workflow automation firms in San Jose25
- CRM workflow automation firms in Scottsdale25
Questions about this company list
What does Exact match mean for CRM workflow automation firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many CRM workflow automation firms did RevenueBase find based in San Francisco, United States?
The saved snapshot records 100 matching company records, 90,100 tracked contacts and 61,399 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 27, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
CRM workflow automation firms by geography
- CRM workflow automation firms based in Melbourne, Australia
- CRM workflow automation firms based in Sydney, Australia
- CRM workflow automation firms based in Sao Paulo, Brazil
- CRM workflow automation firms based in Calgary, Canada
- CRM workflow automation firms based in Toronto, Canada
- CRM workflow automation firms based in Vancouver, Canada
- CRM workflow automation firms based in Paris, France
- CRM workflow automation firms based in Berlin, Germany
- CRM workflow automation firms based in Ahmedabad, India
- CRM workflow automation firms based in Bangalore, India
- CRM workflow automation firms based in Gurgaon, India
- CRM workflow automation firms based in Hyderabad, India
Cite this list
RevenueBase Data Team. Top 25 CRM workflow automation firms based in San Francisco, United States. Snapshot: September 27, 2026. https://revenuebase.ai/companies/crm-workflow-automation-firms/united-states/san-francisco.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- CRM workflow automation firms based in Melbourne, Australia
- CRM workflow automation firms based in Sydney, Australia
- CRM workflow automation firms based in Sao Paulo, Brazil
- CRM workflow automation firms based in Calgary, Canada
- CRM workflow automation firms based in Toronto, Canada
- CRM workflow automation firms based in Vancouver, Canada
Company intelligence · public preview
Top 25 CRM workflow automation firms based in San Francisco, United States
RevenueBase records 100 matching company records for CRM workflow automation firms based in San Francisco, United States, with 90,100 tracked contacts and 61,399 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 27, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 CRM workflow automation firms based in San Francisco, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Salesforcesalesforce.com HQ: San Francisco, CA, United StatesReported employees: 10001+ | San Francisco, CA, United States | 10001+ | Exact match | 86,470 contacts → |
“We're the #1 AI CRM-where humans with agents drive customer success together with AI, data, and Customer 360 apps on one platform.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Talkdesktalkdesk.com HQ: San Francisco, CA, United StatesReported employees: 1,001-5,000 | San Francisco, CA, United States | 1,001-5,000 | Exact match | 1,316 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | FRONTfront.com HQ: San Francisco, CA, United StatesReported employees: 501-1,000 | San Francisco, CA, United States | 501-1,000 | Exact match | 430 contacts → |
“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.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Honeybookhoneybook.com HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 335 contacts → |
“HoneyBook is the leading AI-powered business management platform for small business owners.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Leadiqleadiq.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 104 contacts → |
“Build pipeline with confidence.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Insightly CRM By Unbounceinsightly.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 67 contacts → |
“Insightly, the new breed of CRM, helps modern businesses of all sizes build lifelong customer relationships and grow faster than ever before.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Chatfuelchatfuel.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 45 contacts → |
“Chatfuel is the #1 platform for businesses that sell and grow through social media.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Mountainise INCmountainise.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 45 contacts → |
“Your business has many moving parts.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | DIIOdiio.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 43 contacts → |
“diio empowers consultative selling companies by revolutionizing how they manage and operate their sales teams all powered by advanced artificial intelligence.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Eloquaoracle.com HQ: San Francisco, CA, United StatesReported employees: 1,001-5,000 | San Francisco, CA, United States | 1,001-5,000 | Exact match | 36 contacts → |
“Eloqua, a wholly-owned subsidiary of Oracle, is the leading provider of modern marketing automation and revenue performance management software that helps ensure every component…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Scaleroscalero.io HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 33 contacts → |
“Hi, we're Scalero.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Waymorewaymore.io HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 27 contacts → |
“WayMore is an innovative and powerful marketing and business operations automation software that enables a company to reach its goals.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Projectmark Construction CRMprojectmark.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 25 contacts → |
“ProjectMark (aka Project Mark) is the CRM built for the construction industry.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Mailmunchmailmunch.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 25 contacts → |
“Mailmunch is the one-stop lead generation and marketing platform that allows you to grow your business with lead capture and email automation tools to reach your audience with a…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Mapslymapsly.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 22 contacts → |
“Mapsly is a field sales and field service platform for CRMs offering 80+ digital/AI tools to supercharge your mobile teams, including optimized routing, visit scripting with…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Frontlinegetfrontline.ai HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 17 contacts → |
“Built for teams that are all-in on AI, Frontline is a new kind of CRM.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | GRW AIgrw.ai HQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 15 contacts → |
“Grw is the AI sales system your team runs on.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Salestoolssalestools.io HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 11 contacts → |
“Salestools.io helps sales teams use AI and Automation with AI Sales Agents.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Relaterelate.so HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 11 contacts → |
“Collaborative sales management and CRM software for startups and SMBs.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Kastle YC S24kastle.ai HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 9 contacts → |
“Kastle is a workflow automation tool for mortgage lenders and servicers.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | cast.appcast.app HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 9 contacts → |
“Cast.app, #1 automation platform to drive growth, revenue, and referrals from existing customers Learn more at: https://cast.app/product.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Modigie, INCmodigie.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 8 contacts → |
“Your outbound sales team is the most expensive and least efficient team.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Perfectbotperfectbot.ai HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 7 contacts → |
“Hundreds of DTC brands use PerfectBot to automate over 60% of tickets, keeping costs low and customers satisfied.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Upbeatupbeat.chat HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 7 contacts → |
“At the heart of our company lies the mission to humanize the buying process.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Syncapps By Cazoomicazoomi.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 6 contacts → |
“250+ prebuilt workflows designed for sales and marketing teams that want to close deals faster, accelerate donations, and market more efficiently.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 100 company matches
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CRM workflow automation firms: dataset insights
September 27, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
100 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 100 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 27, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
CRM workflow automation firms by metro in the United States
- CRM workflow automation firms in New York130
- CRM workflow automation firms in Austin76
- CRM workflow automation firms in Miami69
- CRM workflow automation firms in Los Angeles65
- CRM workflow automation firms in Dallas60
- CRM workflow automation firms in Chicago59
- CRM workflow automation firms in San Diego48
- CRM workflow automation firms in Houston47
- CRM workflow automation firms in Atlanta42
- CRM workflow automation firms in Denver40
- CRM workflow automation firms in Tampa35
- CRM workflow automation firms in Boston34
- CRM workflow automation firms in Las Vegas34
- CRM workflow automation firms in Charlotte31
- CRM workflow automation firms in Orlando27
- CRM workflow automation firms in Seattle26
- CRM workflow automation firms in San Jose25
- CRM workflow automation firms in Scottsdale25
Questions about this company list
What does Exact match mean for CRM workflow automation firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many CRM workflow automation firms did RevenueBase find based in San Francisco, United States?
The saved snapshot records 100 matching company records, 90,100 tracked contacts and 61,399 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 27, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 CRM workflow automation firms based in San Francisco, United States. Snapshot: September 27, 2026. https://revenuebase.ai/companies/crm-workflow-automation-firms/united-states/san-francisco.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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