18 Best Exceed AI Alternatives for 2024

Copying formulas down in Google Sheets can be a tedious task, especially when dealing with large datasets. However, by using absolute cell references and AI tools like GPT in Spreadsheets, you can streamline your workflow and save valuable time. With AI-powered sales automation, you can focus on analyzing data and making informed decisions, rather than manually updating formulas.

1. Bardeen

Bardeen is a top alternative to Exceed.ai, offering a comprehensive AI-powered automation platform that goes beyond email and chat conversations. With Bardeen, you can automate repetitive tasks across various apps and websites, making it an excellent choice for marketing and sales teams looking to drive more pipeline and improve productivity. Why not give it a try and install the Bardeen Chrome extension for free to see how it can help your team?

Key Features

Bardeen offers several key features that make it stand out as an Exceed.ai alternative:

• AI-powered sales automation for prospecting, qualifying, and outreach
• Integrations with 100+ apps, including CRMs, marketing tools, and productivity apps
• Free AI web scraper for data extraction and enrichment
• No-code workflow builder for creating custom automations

Popular Use Cases

• Automating personalized email outreach and follow-ups
• Sales prospecting and lead generation
• Lead enrichment and qualification

Pros

• Versatile automation capabilities beyond email and chat
• Suitable for teams of all sizes, with centralized control and billing
• AI-powered features for intelligent automation

Cons

• Steeper learning curve compared to Exceed.ai
• Higher pricing for premium features and credits
• Requires Chrome browser for full functionality

Reviews

On Capterra, Bardeen has an overall rating of 4.5 out of 5, with users praising its ease of use and practical automation capabilities. One reviewer noted, "Bardeen is one of the best no-code automation platforms and won the runner-up award from Product Hunt in the SaaS category."

G2 reviewers give Bardeen 4.9 out of 5 stars, highlighting its time-saving benefits and powerful features. A user shared, "Bardeen solves the problem of manually doing repetitive tasks, which saves me a lot of time. Prices are also affordable."

While not as widely discussed on Reddit as Exceed.ai, Bardeen has generally positive sentiment among users who have tried it for automation and web scraping. They appreciate its user-friendliness and extensive integration options.

Pricing

• Free plan: Unlimited non-premium usage, 2 weeks of free access to the Pro tier
• Professional plan: $10/month for 500 credits, generative AI actions, CRM integrations, advanced scraping, premium integrations and actions
• Business plan: $15/month for teams with less than 100 people, 500 credits, flexible user administration, admin analytics dashboard, teamwide automations, onboarding & training
• Enterprise plan: Custom pricing for larger teams with more specific needs

If you're looking for a versatile automation tool that goes beyond email and chat, sign up for Bardeen for free and start automating your workflows today. With a 14-day free trial of premium features, you can explore how Bardeen can help your marketing and sales teams drive more pipeline and improve productivity.

2. LeadSquared

LeadSquared is a comprehensive CRM and marketing automation platform that helps businesses effectively acquire, nurture, and convert leads. As an all-in-one solution, LeadSquared streamlines the entire customer journey, making it an excellent alternative to Exceed.ai for businesses looking to drive more pipeline and revenue.

Key Features

• Automated sales workflows to move leads through the pipeline with zero leakage
• Notifications and workday planning to boost sales productivity
• Accurate sales forecasting and complete visibility into team performance
• Customizable mobile CRM for inside sales and field teams

Popular Use Cases

• Improving lead management and preventing any leads from slipping through the cracks
• Automating repetitive sales tasks to free up time for selling
• Providing sales managers with insights to coach reps and hit revenue targets

Pros

• Comprehensive set of features for end-to-end sales and marketing
• Highly customizable to fit various sales processes and team structures
• Robust reporting for complete visibility into the sales funnel

Cons

• Steep learning curve due to the extensive feature set
• User interface can feel complex and overwhelming at first
• Pricing is on the higher end compared to some alternatives

Reviews

On Capterra, LeadSquared has an overall rating of 4.0 out of 5. Reviewers praise its lead management depth and customization options as standout features. A few noted the UI could be more intuitive.

G2 users give LeadSquared 4.4 out of 5 stars, highlighting benefits like saving time through automation and improving conversion rates. Some mentioned a learning curve with the platform.

Feedback on Reddit suggests LeadSquared is an efficient CRM option, especially for real estate, though not the cheapest. Users advise carefully evaluating if the feature set aligns with your specific business needs and sales processes.

Pricing

• Starts at $400/month for the Basic plan with 10,000 contacts (billed annually)
• $1200/month for Standard plan with 50,000 contacts
• $2500/month for Enterprise plan with 200,000 contacts
• All USD pricing

3. Drift

Drift is an AI-powered conversational marketing platform that helps sales teams engage with website visitors in real-time. As one of the pioneers in using AI-driven chatbots for businesses, Drift enables personalized interactions that drive more qualified leads and accelerate the sales process.

Key Features

• Automated chatbots that can interact with visitors 24/7
• Live chat for real-time conversations with website visitors
• AI-powered intent analysis to understand visitor needs
• Automatic lead qualification and prioritization

These features make Drift a strong alternative to Exceed.ai for companies looking to drive more pipeline from website visitors and automate lead engagement.

Popular Use Cases

• Engaging high-value accounts with targeted messaging
• Automating lead qualification to route prospects to the right rep
• Providing instant answers to common pre-sales questions

Pros

• Drives more conversions with intelligent chatbots
• Integrates with key sales and marketing tools
• Frees up rep time by automating repetitive tasks

Cons

• Pricing starts at $2,500/month, which may be high for some
• Customizing chatbots requires some technical setup
• May take time to train the AI on your specific use case

Reviews

On G2, Drift has an average rating of 4.4 out of 5 stars from over 1,200 reviews. Users praise its ability to drive more pipeline and automate key parts of the sales process.

Capterra reviewers highlight Drift's reliability and efficiency as a "sensational marketing automation solution." One reviewer notes "Drift allows me to communicate with clients and gauge the level of interest they have in our offerings" to help close more deals.

"Drift solves problems of delayed customer response, lead qualification, and sales inefficiency. By enabling real-time communication and automated chatbots, it ensures instant engagement and efficient lead handling."

Pricing

• Premium plan starts at $2,500/month for small businesses
• Advanced and Enterprise plans available with custom pricing
• Key features include live chat, custom chatbots, real-time notifications

4. Conversica

Conversica is an AI-powered sales assistant that engages leads and prospects to drive more pipeline from email and website visitors. Conversica's AI Assistant works 24/7 alongside sales teams to follow up with, nurture, and qualify leads using two-way email and chat conversations. When a lead is ready to talk to a human, the assistant will book a meeting on the sales rep's calendar and update the CRM with the latest lead status.

Key Features

Conversica's key features include:

• Conversational Marketing Platform to engage leads earlier in the funnel
• Conversational Sales Platform to free up sales teams to focus on selling
• Conversational Customer Success Platform to deliver white glove service at scale
• Conversation Automation Solutions for B2B with advanced NLP and integrations

Popular Use Cases

• Engaging and qualifying inbound leads
• Nurturing leads until they are sales-ready
• Re-engaging cold or stalled opportunities

Pros

• Works 24/7 to engage 100% of leads
• Improves lead quality and MQL-to-SQL conversion rates
• Integrates with popular CRMs and marketing automation platforms

Cons

• Can be expensive for smaller companies
• Requires some initial setup and training
• May not be suitable for very complex B2B sales cycles

Pricing

• Basic plan starts at $2999/month according to Capterra

Reviews

On Capterra, Conversica has an overall rating of 4.0 out of 5 based on 15 reviews. Users praise its ability to handle large lead volumes and easy setup. Some wish for more flexibility in question/answer matching.

G2 reviewers give Conversica an average 4.5 out of 5 star rating. They highlight its scalability, customization options, and seamless CRM integration. The main dislike is that lead reassignments don't automatically update in the CRM.

5. Marketo

Marketo is a comprehensive marketing automation platform that helps marketing teams be the drivers of demand and growth in their companies by delivering exceptional experiences in concert with sales at every stage of the customer journey. Marketo Engage offers a wide range of features including cross-channel marketing, email marketing, lead management, and multi-touch attribution, making it suitable for larger marketing operations and enterprises.

Key Features

Marketo Engage offers a robust set of features that cover multiple channels and engagement types, including:

• Cross-channel marketing to coordinate engagement across online and in-person channels
• Advanced email marketing with personalization based on real-time behavior
• Lead management tools for developing and qualifying potential buyers
• Content intelligence to deliver personalized experiences at scale

Popular Use Cases

• Orchestrating and executing cross-channel campaigns to acquire, nurture, expand, and retain customers
• Automating personalized email campaigns based on a 360-degree customer profile
• Aligning marketing and sales teams to act as one revenue team and prioritize high-value accounts

Pros

• Offers advanced personalization and data-driven optimization capabilities
• Integrates well with other marketing tools, especially within the Adobe suite
• Scalable solution suitable for large enterprises and complex marketing operations

Cons

• High cost that may require a significant investment
• Steep learning curve and time-consuming implementation
• Some limitations in customization and feature flexibility

Reviews

On G2, Marketo has an average rating of 4.1 out of 5 stars based on over 2,500 reviews. Many users praise its automation capabilities and scalability, while noting the learning curve and cost as potential drawbacks.

Capterra reviewers give Marketo an overall rating of 4.0, highlighting its versatility and powerful features. Some mention challenges with the interface and variable customer support.

Comments on Reddit suggest Marketo can be an effective tool for B2B marketing automation when users invest the time to learn the platform. However, many note its complexity compared to alternatives.

Pricing

• Pricing is not publicly available, but estimated to start around $895/month based on third-party sources
• Pricing tiers include Starter ($2,500+/month), Professional ($5,000-$15,000/month), and Enterprise ($15,000-$25,000+/month) according to some reports
• Pricing depends on factors like number of contacts, features, and level of support

6. Pipedrive

Pipedrive is a popular CRM and sales pipeline management tool that helps sales teams streamline their processes and close more deals. With its intuitive interface and powerful AI-driven features, Pipedrive is an excellent alternative to Exceed.ai for businesses looking to optimize their sales efforts.

Key Features

• AI-powered sales assistant to analyze past performance and provide recommendations
• Lead and deal management to track opportunities and prioritize efforts
• Customizable pipelines to match your unique sales process
• Workflow automations to streamline repetitive tasks and follow-ups

Popular Use Cases

• Managing and tracking sales activities across multiple pipelines
• Automating lead nurturing and follow-up sequences
• Forecasting revenue and identifying bottlenecks in the sales process

Pros

• User-friendly interface and easy setup
• Robust integrations with 400+ third-party apps
• Scalable for growing teams and increasing deal volumes

Cons

• No free forever plan, only a 14-day trial
• Phone support limited to higher-tier plans

Pricing

• Essential: $14 per user/month billed annually, $24 month-to-month
• Advanced: $34 per user/month billed annually, $44 month-to-month
• Professional: $49 per user/month billed annually, $64 month-to-month
• Enterprise: $99 per user/month billed annually, $129 month-to-month

Reviews

On Capterra, Pipedrive has an overall rating of 4.0 from 15 reviews. Users praise its efficiency, simplicity, and wide range of integrations. Some note minor UX issues and a learning curve.

G2 reviewers give Pipedrive an average 4.3 out of 5 stars. They highlight its intuitive interface, customization options, and strong analytics. A few mention limitations in bulk editing capabilities.

On TrustRadius, Pipedrive earns a score of 9.4 out of 10 across 4 reviews. Customers appreciate how it centralizes operations and offers time-saving automation. The consensus is Pipedrive provides excellent value for unifying sales and marketing processes.

7. EngageBay

EngageBay is an all-in-one marketing & sales CRM that helps companies streamline their inbound marketing, lead nurturing, and follow-up processes. As an affordable alternative to Exceed.ai, EngageBay enables you to attract targeted web visitors, engage them, capture leads, and quickly convert them into long-term paying customers.

Key Features

EngageBay offers a robust set of features to nurture leads into customers:

• 360° customer view across marketing, sales, and support
• Email sequences to send personalized follow-ups
• Appointment scheduling to book meetings with qualified leads
• Helpdesk to provide exceptional customer support

Popular Use Cases

• Automating lead generation and nurturing campaigns
• Managing deals and sales pipelines to grow revenue
• Delivering timely customer support to boost satisfaction

Pros

• Affordable all-in-one platform with flexible pricing
• Easy to set up and use with a short learning curve
• Responsive customer support available 24/7

Cons

• Limited native integrations with third-party tools
• Social media features only cover core platforms
• Reporting customization options could be expanded

Pricing

• Free plan for up to 250 contacts
• Paid plans start at $12.74/user/month billed annually
• 20-40% discounts available with annual billing

Reviews

On Capterra, EngageBay has an overall rating of 4.0 out of 5. Users praise its ease of use, feature set for the price, and helpful support. Some noted minor UX issues.

G2 reviewers give EngageBay 4.6 out of 5 stars. They highlight benefits like keeping all customer data in one place, time savings from automation, and the ability to work collaboratively as a team. A few users mentioned the learning curve to utilize all features.

Feedback on Reddit suggests EngageBay provides good value as an affordable all-in-one solution for small businesses. Users appreciate the platform's sales, marketing, and support functionality at a lower price point than alternatives like HubSpot.

8. Keap

Keap is an all-in-one CRM and sales & marketing automation platform designed to help small businesses grow. It offers a range of features to capture, organize, and nurture leads, making it a strong alternative to Exceed.ai for companies looking for a comprehensive solution.

Key Features

Keap offers several features that make it effective for sales automation:

• Automated lead capture and follow-up through custom forms and landing pages
• Personalized email and text message marketing campaigns
• Sales pipeline management with reminders and reporting
• Invoicing and payment processing for online sales

Popular Use Cases

• Capturing leads from website forms and automatically adding to nurture sequences
• Sending targeted email campaigns based on lead behavior and preferences
• Managing sales opportunities through visual pipeline and automated reminders

Pros

• Comprehensive all-in-one platform for sales and marketing automation
• Powerful and flexible automation builder for complex sequences
• Native invoicing and payment features for online sales

Cons

• Steeper learning curve compared to simpler tools
• Higher price point, especially as contact database grows
• Some users report occasional performance issues and incomplete UI transition

Reviews

On G2, Keap has an average rating of 4.2 out of 5 stars from over 1,500 reviews. Many praise its powerful automation capabilities, though some note the complexity.

Capterra users give Keap an overall rating of 4.0, highlighting the time savings and centralized features. However, some mention that setup can be involved for small teams.

Sentiment on Reddit suggests Keap works well for businesses that need a robust platform, but may be overkill for very small operations. Users advise carefully evaluating the features against business requirements and budget.

Pricing

• Starts at $129/month for 1 user and 500 contacts (billed annually)
• Ranges up to $199/month for 2 users and 2500 contacts
• Enterprise plans with 5+ users and 10,000+ contacts also available
• 14-day free trial

9. Intercom

Intercom is a strong alternative to Exceed.ai for businesses looking for an AI-powered customer service tool to automate and reduce support volume. Like Exceed.ai, Intercom ensures leads are followed up with, nurtured, and qualified using two-way conversations. However, Intercom focuses more on customer support use cases, whereas Exceed.ai specializes in sales and marketing teams.

Key Features

Intercom's key features that make it a good Exceed.ai alternative for customer support include:

• AI chatbot provides instant, accurate answers 24/7
• Centralizes customer inbox, help center, and tickets in one workspace
• Offers omnichannel messaging to engage customers across platforms
• Proactive support tools help anticipate issues before they escalate

Popular Use Cases

• Automating customer support to reduce inbound ticket volume
• Providing self-service support through AI chatbot and help center
• Streamlining support operations by unifying customer communications

Pros

• Significantly reduces support request volume through automation
• Enables faster response times and 24/7 support availability
• Provides customer behavior insights to improve support efficiency

Cons

• AI chatbot setup and customization can be complex
• Many features require paid upgrades, adding to overall cost
• Reporting only goes back a few months and is fairly limited

Pricing

• Essential plan starts at $39/month per seat
• Most popular Advanced plan is $99/month per seat
• Expert plan with advanced features is $139/month per seat
• 14-day free trial available (no credit card required)

Reviews

On G2, Intercom has an average rating of 4.5 out of 5 stars from over 3,000 reviews. Many praise its comprehensive feature set and ease of use for automating customer support.

Capterra users give Intercom an overall rating of 4.6, highlighting the effectiveness of its AI chatbot and help center for enabling self-service support. Some noted the pricing can get expensive as you add features.

Reddit sentiment is mostly positive, with users finding Intercom valuable for SaaS and ecommerce businesses. The AI capabilities and personalization options are frequently complimented. However, some feel the pricing is not as transparent or affordable as alternatives.

10. HubSpot

HubSpot is an AI-powered customer platform that includes a comprehensive marketing hub. As an exceed.ai alternative, HubSpot offers a wide range of features to drive more pipeline from email and website visitors. With HubSpot, you can attract, engage, and delight customers at scale through personalized marketing campaigns and automated lead nurturing.

Key Features

HubSpot's marketing hub includes features closely related to exceed.ai's capabilities, such as:

• Omni-channel marketing automation to nurture leads across email, chat, and more
• AI-powered lead generation and email personalization at scale
• Robust analytics to track and optimize campaign performance
• Seamless integration with HubSpot's CRM for end-to-end lead management

Popular Use Cases

• Automating personalized lead follow-up and qualification through email and chat
• Syncing lead data and activity between marketing campaigns and CRM
• Triggering targeted campaigns based on website visitor behavior

Pros

• Comprehensive all-in-one platform for marketing, sales, and service
• Intuitive interface and strong ease-of-use
• Extensive app marketplace for integrations and add-ons

Cons

• Higher pricing compared to some alternatives
• Initial setup and onboarding can be time-consuming
• Some advanced features have a steeper learning curve

Reviews

G2 users give HubSpot Marketing Hub an average rating of 4.3 out of 5 stars. Many praise its powerful automation capabilities and the seamless connection between marketing and sales. Some note the higher price point and setup time as potential drawbacks.

On Capterra, HubSpot has an overall rating of 4.5, with users highlighting the all-in-one functionality and intuitive interface as key benefits. A few mention that the pricing model based on contacts can become expensive as their database grows.

HubSpot customers on TrustRadius appreciate features like the email builder, landing pages, and CRM integration. The platform earns a score of 8.7 out of 10 for its robust feature set, though some say the many capabilities introduce a learning curve.

Pricing

• Starter: Starts at $45/month which includes simple automation and email marketing
• Professional: Starts at $800/month for advanced automation and custom reporting
• Enterprise: Starts at $3,200/month for teams needing advanced segmentation and permissions
• Free tools available for basic features like forms, live chat, and contact management

11. Creatio

Creatio is a marketing and sales CRM platform that caters to large and mid-size businesses. Creatio is included in this list of AI sales tools because its intelligent data feature identifies holes in customer information and then sources it to complete profiles, making it a good alternative to Exceed.ai for businesses looking for an all-in-one CRM solution with AI-powered data enrichment.

Key Features

Creatio offers several features that make it valuable for sales analytics:

• Analytics and ROI tracking to measure the effectiveness of sales activities
• Real-time data updates ensuring businesses have the most current information
• Robust sales forecasting tools that use past sales data to predict future outcomes
• Performance metrics tracking to understand sales effectiveness

Popular Use Cases

• Automating sales workflows, from lead generation to deal closure, to streamline processes
• Gaining insights into business performance with advanced analytics and reporting
• Enabling data-driven decision making with real-time sales data and predictive analytics

Pros

• Provides detailed and accurate sales forecasts
• Offers a comprehensive set of CRM features beyond just analytics
• No-code/low-code platform makes it easy to customize

Cons

• Can be complex to set up and customize to meet specific needs
• Higher price point compared to some other CRM options
• Users report a learning curve to master all the features

Pricing

• Growth plan starts at $25/user/month (about $30 USD)
• Enterprise plan is $55/user/month
• Unlimited plan is $85/user/month
• 14-day free trial available

Reviews

On Capterra, users praise Creatio's automation capabilities and customization options, giving it an overall rating of 4.0. However, some note the platform can be overwhelming for new users due to its extensive functionality.

G2 reviews highlight Creatio's user-friendly interface and versatility, with an average 4.7 out of 5 star rating. A few users mention that the cost may be prohibitive for small businesses.

On Reddit, comments suggest Creatio is a strong CRM option, particularly for its low-code development capabilities. Users recommend it for businesses needing a 360-degree customer view.

12. Salesmate

Salesmate is a CRM platform that offers automated workflows designed to help sales teams manage contacts, streamline operations, and close more deals. With built-in tools for calling, texting, pipeline management, and AI assistance, Salesmate provides a comprehensive solution for sales, marketing, and customer service teams. Its automation capabilities and customization options make it a strong alternative to Exceed.ai for businesses looking to drive more pipeline and revenue.

Key Features

Salesmate offers several key features that make it effective for automating sales and marketing processes:

• Automate lead assignment, task creation, and date-based communication with Workflows
• Put follow-ups on autopilot with personalized Sequences based on custom criteria
• Generate leads with web forms, chatbots, and marketing campaigns
• Collaborate across sales, marketing, and service teams with shared inbox and live chat

Popular Use Cases

• Streamlining sales processes and eliminating manual data entry
• Automating personalized outreach and follow-up to nurture leads
• Generating high-quality leads with targeted marketing campaigns

Pros

• Intuitive platform with high customization capabilities
• Built-in tools reduce the need for costly integrations
• AI assistant helps with meeting scheduling, email drafting, and note-taking

Cons

• Reporting dashboards can be slow to load at times
• Onboarding and setup requires some time to learn the platform

Pricing

• Starts at $23/user/month for the Basic plan (billed annually)
• Pro plan is $39/user/month and Business plan is $63/user/month
• 15-day free trial available, no credit card required

Reviews

On Capterra, Salesmate has an overall rating of 4.0 out of 5. Users praise the platform's ease of use, customization options, and responsive customer support. Some noted minor UX issues but highlighted the significant time savings and productivity benefits.

G2 reviews show an average rating of 4.6 out of 5 stars. Customers find Salesmate intuitive with powerful automation features that help streamline sales. A few mentioned occasional dashboard loading delays.

Feedback on Reddit indicates Salesmate is a solid CRM for its price point, with users appreciating the ability to personalize outreach at scale. The general consensus is that it's a flexible, cost-effective solution for sales teams.

13. Nutshell

Nutshell is a CRM and email marketing platform designed specifically for B2B organizations. Similar to Exceed.ai, Nutshell automates outreach and follow-up to ensure every lead is nurtured. Its analytics and reporting features make it a strong Exceed.ai alternative for B2B sales teams looking to drive more pipeline.

Key Features

Nutshell offers several key features that make it an effective Exceed.ai alternative:

• Sales forecasting to predict future revenue
• Performance metrics to track rep activity and results
• Prospecting tools to identify and qualify leads
• Marketing automation to streamline campaigns

Popular Use Cases

• Automating personalized outreach and follow-up to nurture leads
• Measuring sales performance to identify coaching opportunities
• Forecasting pipeline and revenue to inform business decisions

Pros

• Integrates with a variety of common business apps
• Combines CRM and marketing automation in one platform
• Provides actionable insights to optimize sales processes

Cons

• Limited scalability for very large enterprises
• Some users report a learning curve for utilizing all features

Pricing

• Starter: $16 per user/month
• Pro: $42 per user/month
• Power AI: $52 per user/month
• 14-day free trial available

Reviews

On Capterra, Nutshell has an overall rating of 4.0 out of 5. Reviewers praise its automation capabilities, intuitive interface, and time-saving benefits. Some note minor UX issues.

G2 users give Nutshell 4.3 out of 5 stars. Many cite it as a cost-effective alternative to other CRMs that helps small teams boost productivity. A few mention the learning curve to fully utilize its features.

14. Copper

Copper is a CRM platform designed specifically for small businesses using Google Workspace. Its seamless integration with Google apps and focus on simplifying sales analytics make it a strong alternative to Exceed.ai for teams already using Google's productivity suite.

Key Features

• Automatically captures data as customers move through a visual sales pipeline
• Tracks customer interactions to provide a complete relationship history
• Generates customizable reports to deliver insights tailored to specific business needs
• Includes lead qualification tools to prioritize high-potential prospects

Popular Use Cases

• Visualizing the sales process from lead to close
• Gaining a 360-degree view of all customer touchpoints
• Identifying top lead sources and sales trends

Pros

• Native integration with Google Workspace for streamlined workflows
• Intuitive pipeline management and reporting for sales teams
• Robust customization options for tailoring analytics to unique business requirements

Cons

• May have limited scalability for very large or complex enterprise sales orgs
• Pricing on higher tiers needed to access email sequences and drip campaigns
• Focused primarily on Google Workspace with fewer integrations to other apps

Reviews

G2 users give Copper an average rating of 4.3 out of 5 stars. Reviewers appreciate its user-friendliness and convenient integration with Google apps. Some note that while feature-rich, the product development seems slower compared to alternatives.

On Capterra, Copper has an overall rating of 4.0. Positive reviews highlight the ability to track all client data in one place. The main con cited is that accidentally relating an email to the wrong contact cannot be undone.

A search of Reddit shows users find Copper best suited for small businesses using Gmail that want core CRM features plus email sequences. However, some feel it lacks the advanced functionality of HubSpot or Salesforce. Pricing is another consideration, as email drip campaigns require the Professional plan.

Pricing

• Starter: $23/user/month billed annually or $29 billed monthly
• Professional: $59/user/month billed annually or $69 billed monthly
• Business: $119/user/month billed annually or $129 billed monthly
• 14-day free trial available (no credit card required)

15. Freshworks

Freshworks is an AI-powered sales CRM software that helps sales teams close deals faster. With features like Freddy AI, Freshworks automates mundane tasks like sending welcome emails, setting call reminders, and adding new deals to the CRM. It also provides AI-powered insights for superior lead tracking and management.

Key Features

• Freddy AI offers deal recommendations to avoid last-minute bottlenecks
• Automates repetitive tasks like sending emails, setting reminders, and updating CRM
• Provides AI-powered insights for better lead tracking and management

Popular Use Cases

• Automating sales processes and workflows
• Tracking and nurturing leads through the sales funnel
• Generating AI-powered insights and recommendations for sales teams

Pros

• Saves time by automating manual tasks
• Improves lead tracking and management with AI insights
• Helps close deals faster with timely recommendations and reminders

Cons

• Slow customer support response times
• Documentation can be inaccurate or outdated
• Some limitations with integrations and data exporting

Reviews

On G2, Freshworks has an average rating of 4.5 out of 5 stars from over 7,300 reviews. Users praise its intuitive interface, automation capabilities, and helpful AI features.

Capterra reviewers give Freshworks an overall rating of 4.0, highlighting its ease of use and time-saving benefits. A few noted minor UX issues and a slight learning curve.

Reddit users share mixed experiences, with some finding Freshworks very helpful for their CRM needs, while others encountered issues with AI chatbots and lackluster customer support. Overall, many still recommend it as a cost-effective option compared to alternatives like Zoho and Bitrix24.

Pricing

• Growth plan starts at $15/user/month billed annually (about $18/month)
• Pro plan is $39/user/month billed annually (about $47/month)
• Enterprise plan is $59/user/month billed annually (about $71/month)
• Free 21-day trial available for all plans

16. Close

Close is an all-in-one CRM that helps small businesses close deals faster. With built-in communication tools like email, calling, and SMS, Close enables sales teams to manage their entire sales process without leaving the CRM. The platform's productivity features such as Call Assistant, Workflows, and Power Dialer help reps reach more leads, follow up consistently, and ultimately close more deals.

Key Features

Close's key features make it a compelling Exceed.ai alternative:

• All-in-one sales communication with built-in email, SMS, and calling
• AI-powered tools like Call Assistant for automatic call transcription and summaries
• Customizable Workflows to automate multi-channel outreach sequences
• Robust reporting and pipeline management for full visibility into deals

Popular Use Cases

• Streamlining sales workflows by centralizing all communication within Close
• Automating personalized outreach campaigns to nurture leads at scale
• Coaching sales reps using real-time call transcriptions and actionable insights

Pros

• Fast setup and intuitive interface designed for the way sales teams work
• Powerful automation features to eliminate manual data entry and admin tasks
• Flexible pricing and plans tailored for small businesses as they scale

Cons

• Lack of built-in video meeting functionality like Zoom
• Reporting can have a slight learning curve for beginners
• Fewer native integrations compared to enterprise-focused CRMs

Reviews

On G2, Close has an impressive 4.7 out of 5 star rating from over 1,100 reviews. Users praise its ease of use, sales-centric features, and strong customer support.

Capterra reviewers echo similar sentiments, with Close earning an overall rating of 4.8 out of 5. Customers highlight the platform's ability to centralize sales workflows and automate processes.

Close users on Reddit appreciate the CRM's focus on the needs of small, scaling sales teams. They find the auto dialer, custom activities, and reporting particularly valuable for improving rep productivity.

Pricing

• Startup: $59/user/month billed monthly or $49/user/month billed annually
• Professional: $109/user/month billed monthly or $99/user/month billed annually
• Enterprise: $149/user/month billed monthly or $139/user/month billed annually
• 14-day free trial available, no credit card required

17. Salesforce

Salesforce is a comprehensive CRM platform that leverages AI to help sales teams optimize their strategies and maximize revenue opportunities. Its predictive analytics capabilities, opportunity insights, and next best action recommendations make it a powerful exceed ai alternative for businesses looking to drive more pipeline from email and website visitors.

Key Features

• Lead, account, contact, and opportunity management
• Forecast management and predictive AI for lead scoring
• Einstein activity capture to track customer interactions

Popular Use Cases

• Prioritizing leads based on likelihood to convert
• Gaining insights to optimize sales strategies
• Automating repetitive tasks to boost productivity

Pros

• Advanced predictive analytics to identify patterns and trends
• AI-driven personalized engagement at scale

Cons

• Web services API costs an additional $25 per user, per month for professional plan
• Can be pricey for smaller businesses

Reviews

On Capterra, users praise Salesforce's customization options and trackability, with an overall rating of 4.0. They find it invaluable for monitoring communications, activities, and task completion. However, some note it can be sluggish and require training to implement.

G2 reviewers give Salesforce high marks for its comprehensive lead management, robust forecasting, and advanced automation, leading to an impressive 4.5 out of 5 stars. They appreciate the mobile accessibility and seamless integrations. Cons include the cost for small businesses and potential complexity for new users.

On Reddit, users discuss how Salesforce excels at organizing sales activities, enabling data continuity, and providing valuable insights. Proper implementation is key to maximizing its benefits. Some criticize the cost and complexity, while others suggest alternatives like Pipedrive for simpler needs.

Pricing

• Starter Suite: $25 per user, per month, billed annually
• Professional: $80 per user, per month, billed annually
• Enterprise: $165 per user, per month, billed annually
• Unlimited: $330 per user, per month, billed annually
• Einstein 1 Sales: $500 per user, per month, billed annually

18. Outreach

Outreach is a versatile sales engagement platform that empowers sales teams to efficiently create and predictably close more pipeline. It offers a comprehensive suite of tools for sales engagement, revenue intelligence, and revenue operations, making it a strong alternative to Exceed.ai for driving sales growth.

Key Features

• Automate personalized email sequences and follow-ups to engage leads and move them through the sales pipeline
• Gain insights into sales performance, track deal progress, and identify areas for improvement with comprehensive analytics
• Automate repetitive sales tasks like data entry, task assignment, and follow-up reminders to increase productivity
• Seamlessly integrate with popular CRMs and other systems to streamline workflows

Popular Use Cases

• Automating personalized outreach and follow-up messages to generate high-quality pipeline
• Improving the quality of deal data by syncing rich engagement data with CRM contacts and opportunities
• Using AI-powered analytics to identify the most effective sales plays and optimize every customer touchpoint

Pros

• Comprehensive platform with sales engagement, revenue intelligence, and revenue operations capabilities
• AI-powered workflows help sellers make data-driven decisions and drive winning outcomes
• Extensive integration capabilities to connect all the tools used for sales in one place

Cons

• Pricing lacks transparency for small-medium businesses and startups
• Can be overwhelming at first with the large number of features and homepage buttons
• Requires some training and a learning curve to fully utilize the platform's capabilities

Reviews

On G2, Outreach has an average rating of 4.3 out of 5 stars from over 3,400 reviews. Users praise its automation capabilities, ease of use for prospecting, and helpful analytics.

Capterra reviewers highlight Outreach as an "essential tool for ABM efforts" and a "great prospecting tool with many features." They appreciate the ability to easily create and track email sequences. Some note the initial learning curve but find it easy to use once trained.

A Reddit user shared their positive experience switching from SalesLoft to Outreach, noting the improved UX, automation features, and collaboration benefits. They recommend getting properly trained to make the most of the platform.

Pricing

• Pricing is not publicly listed but is estimated around $100 per user/month for the highest-end plans
• Custom pricing is available for larger teams and enterprises

Conclusions

When evaluating Exceed.ai alternatives, consider your specific needs and priorities. Look for tools that automate key sales and marketing processes, integrate with your existing tech stack, and provide robust analytics to measure performance. Ease of use, scalability, and customer support are also important factors.

Based on our analysis, the three most popular Exceed.ai alternatives are Bardeen, LeadSquared, and Drift. Bardeen stands out for its versatile automation capabilities across 100+ apps, AI-powered features, and user-friendly interface. Download and install Bardeen's Chrome extension for free to start automating your workflows today. You can also explore Bardeen's premium features with a 14-day free trial.

LeadSquared and Drift are also strong options, particularly for businesses focused on end-to-end customer journey management and conversational marketing, respectively. Ultimately, the best Exceed.ai alternative will depend on your team's unique requirements and budget.

We encourage you to take advantage of free trials and demos to find the right fit. By leveraging AI-powered automation and analytics, you can drive more pipeline, improve productivity, and accelerate revenue growth. Don't hesitate to get started with Bardeen or another top alternative to optimize your sales and marketing efforts.