CRM software companies in the U.S. specialize in tools designed to manage customer relationships, streamline sales processes, and enhance marketing capabilities. These firms serve various sectors including retail, finance, and technology, offering SaaS solutions that cater to small businesses and large enterprises alike. With increased focus on automation and personalization, the industry is evolving to incorporate AI-driven insights and mobile functionality. Data privacy and security present growing challenges, influencing software developments. Companies are exploring integrations with social media platforms, reflecting the shift toward interconnected customer experiences and real-time support.

This list highlights 18 prominent CRM software companies in the U.S., varying in size from startups to established players. Most are based in tech hubs like San Francisco and Austin, and were founded between 2004 and 2012. Specializations range from sales and marketing automation to customer engagement for specific sectors. Notables include NetSuite and Pipedrive, showcasing the strength of cloud-based solutions.

Read on to discover the top CRM software companies in the U.S.

Top 18 CRM Software Companies in the US

1. Pipedrive

• Website: pipedrive.com
• Ownership type: Private Equity
• Headquarters: New York, New York, United States (USA)
• Employee distribution: Estonia 50%, Portugal 23%, Germany 6%, Other 21%
• Latest funding: $1.5B, November 2020
• Founded year: 2010
• Headcount: 501-1000
• LinkedIn: pipedrive

Pipedrive is a CRM software provider based in New York, New York, with a significant presence in Estonia and Portugal. Founded in 2010, the company focuses on delivering a robust sales management tool designed to help businesses optimize their sales processes. Pipedrive's features include lead tracking, email marketing, project management, and advanced sales metrics, catering primarily to small and medium-sized enterprises. The platform is built around the concept of activity-based selling, allowing users to manage their sales pipelines effectively. Pipedrive operates on a subscription model, providing software as a service (SaaS) to its customers. The company has attracted considerable investment, with a reported funding amount of $1.5 billion as of November 2020, underscoring its growth trajectory and relevance in the CRM industry.

2. NetSuite

• Website: netsuite.com
• Ownership type: Corporate
• Headquarters: Austin, Texas, United States (USA)
• Employee distribution: United States (USA) 53%, Philippines 13%, Czech Republic 10%, Other 24%
• Latest funding: $9.3B, July 2016
• Founded year: 1998
• Headcount: 10001+
• LinkedIn: netsuite

NetSuite Inc. is a cloud software company based in Austin, Texas, founded in 1998. It specializes in providing a comprehensive suite of business management solutions, which includes Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), and financial management software. Targeting small and medium-sized businesses, NetSuite aims to streamline operations and enhance efficiency across various sectors. The company operates on a global scale, serving clients in industries such as retail, manufacturing, and professional services. With over 19,000 employees, NetSuite has established itself as a significant player in the software industry, particularly after being acquired by Oracle in 2016. This acquisition has bolstered its capabilities and market presence, allowing it to innovate and expand its offerings in the cloud software space.

3. Insightly CRM by Unbounce

• Website: insightly.com
• Ownership type: Corporate
• Headquarters: San Francisco, California, United States (USA)
• Employee distribution: United States (USA) 70%, Canada 30%
• Latest funding: July 2024
• Founded year: 2009
• Headcount: 51-200
• LinkedIn: insightly

Insightly CRM by Unbounce is a software company based in San Francisco, California, specializing in customer relationship management solutions. Founded in 2009, Insightly has developed a modern CRM platform that helps businesses manage customer relationships, marketing efforts, and service operations. The company primarily targets startups, small to mid-sized businesses, and enterprises, providing tailored solutions that enable these organizations to streamline processes and improve customer engagement. Insightly's platform includes features for sales pipeline management, marketing automation, and customer service, making it a comprehensive tool for businesses looking to enhance their operational efficiency. The company operates in the technology sector, focusing on software as a service (SaaS) solutions, and has a significant employee distribution in the United States and Canada. Insightly has garnered positive feedback from users across various industries, showcasing its effectiveness in driving business growth and customer satisfaction.

4. Creatio

• Website: creatio.com
• Ownership type: Private Equity
• Headquarters: Boston, Massachusetts, United States (USA)
• Employee distribution: Ukraine 37%, Poland 28%, United States (USA) 17%, Other 19%
• Latest funding: $200.0M, June 2024
• Founded year: 2014
• Headcount: 501-1000
• LinkedIn: creatioglobal

Creatio, based in Boston, Massachusetts, is a software company that specializes in no-code platforms for automating workflows and managing customer relationships. Founded in 2014, the company has grown to employ around 927 people, with a significant portion of its workforce located in Ukraine and Poland. Creatio's solutions are designed to streamline processes and enhance customer engagement across various industries, including banking, insurance, and telecommunications. The company has recently raised $200 million in funding, achieving a valuation of $1.2 billion, which underscores its potential in the market. Creatio has also been recognized in multiple industry reports, including being named a leader in the Forrester Wave for low-code platforms and receiving accolades in the Gartner Magic Quadrant for CRM solutions. This recognition highlights its commitment to innovation and customer satisfaction.

5. Pardot

• Website: pardot.com
• Ownership type: Corporate
• Headquarters: Atlanta, Georgia, United States (USA)
• Employee distribution: United States (USA) 92%, India 8%
• Latest funding: $95.5M, October 2012
• Founded year: 2007
• Headcount: 1001-5000
• LinkedIn: pardot

Pardot, originally founded in 2007 and later acquired by Salesforce in 2013, specializes in marketing automation solutions tailored for B2B companies. As part of Salesforce's suite of products, Pardot offers tools that help businesses manage their marketing campaigns, nurture leads, and align sales and marketing efforts. The platform provides features such as lead scoring, email marketing, and analytics, enabling organizations to engage effectively with their customers. With a workforce primarily based in the United States, Pardot has established itself as a key component of Salesforce's Marketing Cloud, enhancing its capabilities in customer relationship management and marketing automation.

6. SugarCRM

• Website: sugarcrm.com
• Ownership type: Private Equity
• Headquarters: San Francisco, California, United States (USA)
• Employee distribution: United States (USA) 50%, Romania 13%, United Kingdom (UK) 9%, Other 28%
• Latest funding: August 2018
• Founded year: 2004
• Headcount: 501-1000
• LinkedIn: sugarcrm

SugarCRM, based in San Francisco, California, is a technology company that specializes in customer relationship management (CRM) software solutions. Established in 2004, SugarCRM has developed a suite of products that includes sales automation, marketing automation, and customer service platforms. The company primarily targets businesses in sectors such as manufacturing, financial services, and IT, providing tools designed to enhance customer engagement and streamline sales processes. Operating on a Software as a Service (SaaS) model, SugarCRM allows businesses to access their solutions via the cloud, which is increasingly preferred in the industry. The company has a global presence, with a significant portion of its workforce located in the United States, Romania, and the United Kingdom. SugarCRM has not reported any recent funding, indicating a stable operational model that relies on its existing resources and customer base to drive growth.

7. Apptivo Inc

• Website: apptivo.com
• Ownership type: Private
• Headquarters: Fremont, California, United States (USA)
• Employee distribution: India 93%, United States (USA) 7%
• Founded year: 2009
• Headcount: 201-500
• LinkedIn: apptivo

Apptivo Inc, founded in 2009 and based in Fremont, California, is a private software company that specializes in business management solutions. With a workforce of approximately 235 employees, the company has carved out a niche in the CRM market by offering a suite of applications that includes CRM, Help Desk, Field Service, and Campaigns. Apptivo caters to a global clientele, serving over 200,000 businesses across 194 countries. Their software is designed to streamline operations and enhance customer relationships through customizable and user-friendly interfaces. The company emphasizes integration capabilities, allowing businesses to connect various tools and systems seamlessly. Apptivo's focus on customer support and onboarding has garnered positive feedback, showcasing their commitment to helping clients maximize the value of their software. The company operates primarily with a workforce based in India, which supports its operational efficiency and service delivery.

8. Agile CRM by Mantra

• Website: agilecrm.com
• Ownership type: Private
• Headquarters: Dallas, Texas, United States (USA)
• Employee distribution: India 93%, United States (USA) 7%
• Founded year: 2013
• Headcount: 51-200
• LinkedIn: agile-crm

Agile CRM by Mantra, founded in 2013 and based in Dallas, Texas, is a private company that specializes in customer relationship management software. The firm focuses on providing a comprehensive suite of tools designed to automate sales, marketing, and customer service processes. Agile CRM primarily serves small to medium-sized businesses, helping them enhance their operational efficiency and improve customer relationships through its cloud-based platform. The software includes a variety of features such as contact management, lead scoring, email marketing, and project management, which are crucial for businesses aiming to optimize their customer engagement strategies. With a workforce predominantly located in India, Agile CRM has positioned itself as an affordable and accessible solution for businesses looking to leverage technology for better customer interactions. The company has not reported any funding, indicating a self-sustained growth model.

9. Wealthbox

• Website: wealthbox.com
• Ownership type: Private Equity
• Headquarters: United States (USA)
• Employee distribution: United States (USA) 97%, Poland 3%
• Latest funding: $31.0M, March 2022
• Founded year: 2014
• Headcount: 51-200
• LinkedIn: wealthboxcrm

Wealthbox is a private equity-backed CRM provider founded in 2014, based in the United States. The company specializes in delivering customer relationship management solutions tailored for financial advisors. Wealthbox offers a suite of features designed to streamline contact management, workflows, and reporting tools, all aimed at enhancing the efficiency of client interactions. The platform is recognized for its intuitive interface, which facilitates user adoption and minimizes the need for extensive training. Wealthbox has garnered positive reviews from users, who appreciate its collaborative features and ease of use. The company has also attracted significant investment, with a reported funding amount of $31 million as of March 2022, underscoring its growth potential and relevance in the financial services sector.

10. Copper

• Website: copper.com
• Ownership type: Venture Capital
• Headquarters: San Francisco, California, United States (USA)
• Employee distribution: United States (USA) 53%, Canada 44%, United Kingdom (UK) 3%
• Latest funding: Series C, $15.0M, May 2019
• Founded year: 2012
• Headcount: 51-200
• LinkedIn: copper-inc

Copper is a technology firm based in San Francisco, California, founded in 2012. The company offers CRM software solutions designed to help businesses manage customer relationships more effectively. Their platform provides tools for contact management, deal tracking, and workflow automation, catering primarily to industries such as consulting, financial services, and real estate. Copper operates on a SaaS model, allowing users to access its services online. Notably, Copper integrates seamlessly with Google Workspace, enabling users to manage their contacts, deals, and communications without switching between applications. The company has raised $15 million in Series C funding as of May 2019, reflecting strong investor interest and confidence in its growth trajectory. With over 30,000 companies utilizing its services, Copper is positioned as a significant player in the CRM software market.

11. Nutshell

• Website: nutshell.com
• Ownership type: Corporate
• Headquarters: Ann Arbor, Michigan, United States (USA)
• Employee distribution: United States (USA) 88%, Portugal 8%, Philippines 4%
• Latest funding: October 2022
• Founded year: 2010
• Headcount: 11-50
• LinkedIn: nutshell-llc

Nutshell, based in Ann Arbor, Michigan, is a CRM provider that has been operational since 2010. The company specializes in offering a comprehensive software solution tailored for sales and marketing teams, enabling them to manage customer relationships and sales processes effectively. Nutshell's platform includes features such as sales automation, email marketing, and pipeline management, which are designed to help businesses improve their sales strategies. The company operates on a subscription model, providing various pricing plans to meet different business needs. With a workforce of around 73 employees, Nutshell has built a reputation for being user-friendly and intuitive, attracting clients who seek a straightforward CRM experience. The company has successfully supported over 5,000 businesses across 50 countries, showcasing its relevance and impact in the CRM industry.

12. Act!

• Website: act.com
• Ownership type: Private Equity
• Headquarters: Scottsdale, Arizona, United States (USA)
• Employee distribution: United States (USA) 56%, United Kingdom (UK) 35%, India 6%, Other 3%
• Latest funding: May 2018
• Founded year: 1987
• Headcount: 51-200
• LinkedIn: swiftpage

Act! is a customer relationship management (CRM) software provider based in Scottsdale, Arizona, founded in 1987. The company specializes in delivering tailored CRM and marketing automation solutions primarily for small and midsize businesses. Act! offers a suite of tools designed to enhance customer management, track sales pipelines, and automate marketing campaigns. With a focus on improving sales processes and customer engagement, Act! has built a reputation for its user-friendly interface and robust functionality. The company has a global presence, with a significant portion of its user base located in the United States and the United Kingdom. Act! has not reported any recent funding, indicating a stable operational model under private equity ownership. The company continues to innovate and expand its offerings, including features like mobile access, customizable forms, and event management tools, which cater to the specific needs of its clients.

13. bpm'online

• Website: bpmonline.com
• Ownership type: Private
• Headquarters: Boston, Massachusetts, United States (USA)
• Employee distribution: India 50%, Australia 50%
• Founded year: 2002
• Headcount: 501-1000
• LinkedIn: bpmonline

bpm'online, now operating under the name Creatio, is a software company based in Boston, Massachusetts. Founded in 2002, the company specializes in providing a no-code platform designed to automate workflows and manage customer relationships. Creatio serves multiple industries, including banking, insurance, and telecommunications, offering tailored solutions that enhance operational efficiency and customer engagement. The platform allows organizations to build applications and automate processes without requiring extensive programming knowledge. Creatio has gained recognition in the industry, being positioned as a leader in various Gartner and Forrester reports, which highlights its commitment to innovation and customer satisfaction. The company has not reported any recent funding, indicating a stable operational model.

14. Aurea

• Website: aurea.com
• Ownership type: Private
• Headquarters: Austin, Texas, United States (USA)
• Employee distribution: United States (USA) 41%, India 32%, France 13%, Other 15%
• Founded year: 2012
• Headcount: 501-1000
• LinkedIn: aurea-software

Aurea Software, founded in 2012 and based in Austin, Texas, is a private company that specializes in providing a comprehensive library of business solutions aimed at enhancing digital transformation for global enterprises. With a workforce of around 205 employees, Aurea focuses on various aspects of business operations, including sales management, marketing, IT optimization, and customer engagement. Their CRM solution, Aurea CRM, is designed to facilitate a 360-degree view of customer interactions, enabling businesses to manage relationships effectively. The company operates internationally, with a significant presence in the United States, India, and Europe. Aurea's commitment to helping organizations adapt to modern work environments positions them as a relevant player in the CRM software industry.

15. amoCRM

• Website: amocrm.com
• Ownership type: Corporate
• Headquarters: San Francisco, California, United States (USA)
• Latest funding: November 2016
• Founded year: 2009
• Headcount: 51-200
• LinkedIn: amocrm

amoCRM is a technology company based in San Francisco, California, specializing in customer relationship management (CRM) software. Founded in 2009, the company has developed tools that assist businesses in managing customer interactions and enhancing engagement. amoCRM serves a variety of industries, providing solutions that streamline customer management processes. Their software is designed to help businesses improve their sales processes, track customer interactions, and ultimately foster better relationships with clients. The company has established itself as a relevant player in the CRM market, focusing on innovative features that cater to the evolving needs of businesses. With a dedicated team of approximately 159 employees, amoCRM continues to adapt and grow within the competitive landscape of CRM solutions.

16. Salesforce.org

• Website: salesforce.org
• Ownership type: Private
• Headquarters: San Francisco, California, United States (USA)
• Latest funding: $300.0M, April 2019
• Founded year: 2000
• Headcount: 201-500
• LinkedIn: salesforce-com-foundation

Salesforce.org, founded in 2000 and based in San Francisco, California, operates as a private technology company that specializes in customer relationship management (CRM) solutions. The company offers a suite of products, including Commerce Cloud, Service Cloud, and Experience Cloud, which are aimed at helping businesses enhance their digital commerce capabilities and improve customer interactions. With a workforce of approximately 984 employees, Salesforce.org has established itself as a key player in the CRM industry, focusing on AI-driven services and integrated platforms to streamline operations and foster customer engagement. The company has also secured significant funding, with a reported amount of $300 million in April 2019, which underscores its growth potential and commitment to innovation in the CRM sector.

17. Rolustech

• Website: rolustech.com
• Ownership type: Private
• Headquarters: San Francisco, California, United States (USA)
• Employee distribution: Pakistan 98%, Other 2%
• Founded year: 2008
• Headcount: 201-500
• LinkedIn: rolustech

Rolustech, founded in 2008 and based in San Francisco, California, is a private company that specializes in CRM solutions and custom software development. With a workforce of approximately 306 employees, the company has established itself as a significant player in the CRM industry, particularly in the customization and integration of platforms like Salesforce and SugarCRM. Rolustech's services include comprehensive support, training, and maintenance, which are crucial for businesses looking to optimize their customer relationship management processes. The company has successfully completed over 1200 projects, showcasing its capability to deliver tailored solutions that enhance operational efficiency for its clients. Their focus on AI and machine learning further indicates their commitment to staying relevant in a rapidly evolving technological landscape. Rolustech's expertise in CRM consultancy and software development positions it as a valuable partner for businesses seeking to improve their customer engagement strategies.

18. Datorama, a Salesforce Company

• Website: datorama.com
• Ownership type: Corporate
• Headquarters: New York, New York, United States (USA)
• Employee distribution: Israel 69%, United States (USA) 17%, Japan 4%, Other 10%
• Latest funding: $800.0M, July 2018
• Founded year: 2012
• Headcount: 501-1000
• LinkedIn: datorama

Datorama, a Salesforce Company, is a New York-based firm founded in 2012 that specializes in marketing analytics and data integration solutions. The company provides a platform that enables businesses to connect various data sources, analyze marketing performance, and gain insights into customer behavior. This functionality is essential for organizations looking to enhance their customer engagement and optimize marketing strategies. Datorama's tools allow users to create a unified view of their marketing data, facilitating better decision-making and improved campaign effectiveness. As part of Salesforce, Datorama benefits from the extensive resources and expertise of a major player in the CRM industry, further solidifying its position in the market.

CRM Software Insights: Key Companies in the US

Company	Headquarter	Size	Founded	Ownership
Pipedrive	New York, New York, United States (USA)	501-1000	2010	Private Equity
NetSuite	Austin, Texas, United States (USA)	10001+	1998	Corporate
Insightly CRM by Unbounce	San Francisco, California, United States (USA)	51-200	2009	Corporate
Creatio	Boston, Massachusetts, United States (USA)	501-1000	2014	Private Equity
Pardot	Atlanta, Georgia, United States (USA)	1001-5000	2007	Corporate
SugarCRM	San Francisco, California, United States (USA)	501-1000	2004	Private Equity
Apptivo Inc	Fremont, California, United States (USA)	201-500	2009	Private
Agile CRM by Mantra	Dallas, Texas, United States (USA)	51-200	2013	Private
Wealthbox	United States (USA)	51-200	2014	Private Equity
Copper	San Francisco, California, United States (USA)	51-200	2012	Venture Capital
Nutshell	Ann Arbor, Michigan, United States (USA)	11-50	2010	Corporate
Act!	Scottsdale, Arizona, United States (USA)	51-200	1987	Private Equity
bpm'online	Boston, Massachusetts, United States (USA)	501-1000	2002	Private
Aurea	Austin, Texas, United States (USA)	501-1000	2012	Private
amoCRM	San Francisco, California, United States (USA)	51-200	2009	Corporate
Salesforce.org	San Francisco, California, United States (USA)	201-500	2000	Private
Rolustech	San Francisco, California, United States (USA)	201-500	2008	Private
Datorama, a Salesforce Company	New York, New York, United States (USA)	501-1000	2012	Corporate

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