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The top 25 AI copilot companies for sales and CRM in the US: privately held, US-headquartered, ranked by total capital raised, with category, most recent funding round, offering and revenue model for each.
| Company | Category | Most Recent Round | Total Funding | Offering | Management | Revenue Model |
|---|---|---|---|---|---|---|
| Gong 🇺🇸 San Francisco, CA | Revenue AI Operating System | Series E Jun 2021 | Funding $583M | Gong's Revenue AI Operating System captures and analyzes customer interactions across calls, emails, and meetings to deliver AI-driven sales engagement, conversation intelligence, forecasting, and enablement through 15+ specialized AI agents. | Amit Bendov CEO and Co-Founder Eilon Reshef Chief Product Officer and Co-Founder Simon Frey Chief Customer Officer Joe FitzGerald Chief Legal Officer | Subscription Recurring Professional Services |
| Clari 🇺🇸 Sunnyvale, CA | AI Revenue Orchestration Platform | Series F Jan 2022 | Funding $496M | Clari's AI-powered Revenue Orchestration Platform unifies CRM, email, calendar, and call data into a Revenue Database, delivering AI-driven forecasting, deal inspection, conversation intelligence (Copilot), sales engagement, and autonomous revenue AI agents. | Steve Cox Chief Executive Officer Venkat Rangan CTO & Co-Founder Brian Benfer Chief Revenue Officer Allison Carroll Chief Customer Officer | Subscription Recurring |
| Outreach 🇺🇸 Seattle, WA | Agentic Revenue Orchestration Platform | Series G Jun 2021 | Funding $489M | Outreach's agentic AI platform unifies sales engagement, deal management, forecasting, and conversation intelligence, using specialized AI agents (Deal, Meeting Prep, Research, Personalization) to autonomously handle prospecting, CRM updates, and meeting prep. | Abhijit Mitra Chief Executive Officer Paul Ditchfield General Manager of EMEA | Subscription Recurring |
| Creatio 🇺🇸 Boston, MA | AI-Native No-Code CRM Platform | Private Equity Jun 2024 | Funding $268M | Creatio provides an AI-native, no-code CRM and workflow-automation platform combining a visual Studio, Creatio AI Studio for agent lifecycle management, and Creatio Copilot across Sales, Marketing, and Service modules for midsize and large enterprises. | Katherine Kostereva CEO and Founder Andie Dovgan Chief Growth Officer Andy Zambito Global Chief Sales Officer | Subscription Recurring Professional Services |
| Apollo.io 🇺🇸 San Francisco, CA | AI-Native Go-To-Market Platform | Series D Aug 2023 | Funding $251M | Apollo.io combines a 230M+ contact B2B sales-intelligence database with AI-powered prospecting, multichannel engagement automation, deal-execution conversation intelligence, and an AI Assistant/MCP server, consolidating data, outreach, dialer, enrichment, and CRM functions. | Matt Curl Chief Executive Officer Tim Zheng Co-Founder and Chairman Ray Li Co-founder and CTO | Subscription Recurring |
| SugarCRM 🇺🇸 Denver, CO | AI-Powered CRM Platform | Private Equity Aug 2018 | Funding $246M | SugarCRM (rebranded SugarAI) sells an AI-powered CRM with a modular portfolio spanning sales force automation (Sugar Sell), ERP-driven revenue intelligence (Sugar sales-i), and customer service, differentiated by 180+ ERP integrations for manufacturing, distribution and financial-services verticals. | David Roberts Chief Executive Officer Craig Charlton Chairman of the Board Maksim Ovsyannikov Chief Product Officer | Subscription Recurring Professional Services |
| Lightfield 🇺🇸 San Francisco, CA | AI-Native CRM Software | Series B | Funding $122M | Lightfield is an AI-native CRM that automatically captures every customer interaction and uses agentic AI (pipeline generation, an AI sales-assistant chat, an AI meeting recorder) to eliminate manual data entry for high-growth startups. | Keith Peiris Founder Henri Liriani Co-founder | Subscription Recurring |
| Affinity 🇺🇸 San Francisco, CA | Relationship Intelligence CRM | Series C Sep 2021 | Funding $120M | Affinity is a relationship-intelligence CRM that passively captures emails, calendar and meeting activity to automatically maintain deal records, score relationships, and surface warm introduction paths using AI for private-capital and dealmaking teams. | Ken Fine Chief Executive Officer Sean Kearns Chief Revenue Officer Rebecca Campbell Chief Technology Officer | Subscription Recurring |
| Monaco 🇺🇸 San Francisco, CA | AI-Native Revenue Platform | Series B May 2026 | Funding $85.0M | Monaco provides an AI-native revenue platform that replaces legacy CRM and point sales tools for early-stage startups, using agentic AI to build TAM, run outbound, capture interactions, manage pipeline, and coach reps through a CRO Copilot. | Sam Blond Co-Founder & CEO Malay Desai Co-Founder & CTO Shek Viswanathan Co-Founder & CPO | Subscription Recurring Data Monetisation |
| Fullcast 🇺🇸 Salt Lake City, UT | AI-Native Revenue Operations Platform | Series A Oct 2021 | Funding $84.8M | Fullcast unifies territory and quota planning, AI revenue intelligence (via acquired Ebsta), sales performance analytics (Atrium), commission automation (Commissionly), and AI content workflows (Copy.ai) into a single AI-native RevOps command center. | Ryan Westwood Chief Executive Officer & Co-Founder Bala Balabaskaran Chief Technology Officer Pete Shelton Chief Revenue Officer | Subscription Recurring |
| Zocks 🇺🇸 San Francisco, CA | Vertical AI CRM Assistant (Financial Services) | Series B Jan 2026 | Funding $64.3M | Zocks is a privacy-first AI platform for financial advisors that joins client meetings, transcribes conversations, and writes structured intelligence back into CRM and planning systems while drafting follow-up emails and surfacing client signals. | Mark Gilbert CEO & Co-founder Drew DiMarino Chief Revenue Officer | Subscription Recurring |
| Scratchpad 🇺🇸 San Francisco, CA | AI Sales Workspace | Series B Jan 2022 | Funding $49.6M | Scratchpad is an AI workspace for sales teams built natively on Salesforce that automatically updates CRM fields from calls, emails, and notes, applies sales methodologies to qualify deals, and coaches reps via AI Deal GPTs. | Pouyan Salehi CEO & Co-founder Cyrus Karbassiyoon CTO & Co-founder | Subscription Recurring Usage Based |
| Aurasell 🇺🇸 San Mateo, CA | AI-Native Sales Software | Seed Aug 2025 | Funding $30.0M | Aurasell sells an AI-native CRM and GTM operating system that consolidates 15+ standalone GTM tools into a unified data model, with a no-code Agent Builder for orchestrating AI-powered prospecting, forecasting, and deal-management workflows. | Jason Eubanks Co-Founder and CEO Srinivas Bandi Co-Founder and CTO | Subscription Recurring Usage Based Professional Services |
| Scoot 🇺🇸 Dallas, TX | AI Sales Environment | Undisclosed Dec 2024 | Funding $19.7M | Scoot sells an AI Sales Environment combining a purpose-built virtual meeting platform with real-time in-meeting AI coaching agents (Live Advisor) and a proprietary intelligence engine (The Brain) for go-to-market teams. | Ed Stevens Founder & CEO | Subscription Recurring Professional Services Affiliate Referral |
| Sybill AI 🇺🇸 Mountain View, CA | AI Sales Assistant | Series A Jul 2024 | Funding $14.6M | Sybill provides a unified AI sales-assistant platform that captures meetings across calls, video and email to generate Magic Summaries, draft CRM updates, surface deal intelligence, and produce personalized follow-ups for B2B revenue teams. | Gorish Aggarwal Co-founder and CEO Soumyarka Mondal Co-founder and CTO | Subscription Recurring |
| Zams 🇺🇸 San Francisco, CA | AI Sales Automation Command Center | Seed Nov 2023 | Funding $13.3M | Zams is an AI command-center platform that lets B2B sales and RevOps teams automate work across 100+ business applications using natural-language commands, deploying specialized AI Workers for CRM hygiene, lead research, and pipeline intelligence. | Nirman Dave Founder & CEO Tapojit Debnath Co-founder & CTO | Subscription Recurring |
| Ren Systems 🇺🇸 Raleigh, NC | AI Relationship Intelligence Platform | Seed Sep 2024 | Funding $12.3M | Ren Systems monitors millions of premium news and data sources in real time to surface revenue-generating signals about contacts and companies, automating research, meeting prep, and AI-drafted outreach for relationship-driven dealmakers. | Canay Deniz CEO and Co-founder Lionel Hertig CTO and Co-founder | Subscription Recurring |
| Thoughtly 🇺🇸 New York, NY | Conversational AI / Voice Agent Platform for Sales | Seed Apr 2026 | Funding $9.5M | Thoughtly embeds autonomous voice, SMS, and email AI agents directly into CRMs (Salesforce, HubSpot) so revenue teams can convert inbound leads within seconds, follow up omnichannel, and write disposition data back automatically. | Torrey Leonard Co-Founder and CEO Alex Casella Co-Founder, CTO, and Head of Product | Subscription Recurring Usage Based Licensing Royalties |
| Endear 🇺🇸 New York, NY | Retail CRM Software | Series A Jan 2025 | Funding $9.2M | Endear is an AI-powered retail CRM and clienteling platform that unifies POS, ecommerce, marketing, and support data, then activates it through AI-ranked one-to-one outreach, automated messaging, and an AI Notetaker for in-store sales associates. | Jinesh Shah Co-Founder Leigh Sevin Co-Founder | Subscription Recurring Professional Services |
| Correlated 🇺🇸 Brooklyn, NY | Revenue Operations Software | Seed Aug 2021 | Funding $8.3M | Correlated centralizes customer data from warehouses, CRMs, and product analytics, then applies AI-powered Customer Lifecycle Scoring to identify accounts ready to convert or expand, routing them to sales teams and automating playbook-driven outreach. | Tim Geisenheimer Co-founder & CEO Diana Hsieh Co-founder & Head of Product | Subscription Recurring |
| Akoonu 🇺🇸 Livingston, MT | Revenue Intelligence Software | Series A Apr 2017 | Funding $8.0M | Akoonu builds RevWorks, a 100% Salesforce-native platform delivering pipeline visibility, forecasting, quota management, and AI-powered revenue intelligence via an in-app AI chat assistant (Oonu) and Daily Advisor. | Jeff Freund Founder & CEO Dave Stone Chief Growth Officer | Subscription Recurring |
| MaxIQ 🇺🇸 Walnut Creek, CA | Revenue Intelligence Software | Seed Mar 2025 | Funding $7.8M | MaxIQ is an AI-native revenue intelligence platform unifying AI-powered pipeline inspection, signal-based forecasting, conversation intelligence, and post-sale success tracking into one workspace spanning first touch through renewal. | Matt Hickey Chief Executive Officer Sonny Aulakh Founder | Subscription Recurring Usage Based Freemium |
| Rings AI 🇺🇸 New York, NY | CRM Software (Relationship Intelligence / XRM) | Venture-Funded Feb 2025 | Funding $7.1M | Rings AI provides an AI-powered relationship-intelligence CRM ('XRM') that automatically builds a relationship graph from email and meeting history, scores relationship strength, and overlays 150M+ data points for relationship-led dealmaking firms. | Martin Gedalin Founder and CEO | Subscription Recurring |
| Dealops 🇺🇸 San Francisco, CA | Configure, Price, Quote (CPQ) Software | Venture-Funded Aug 2025 | Funding $7.0M | Dealops is an AI-native Configure, Price, Quote platform that helps revenue operations and sales teams generate complex quotes in under three minutes, using AI-powered pricing suggestions and learning from historical opportunities. | Subscription Recurring | |
| Recapped 🇺🇸 New York, NY | Sales Collaboration Software | Seed Jul 2021 | Funding $6.4M | Recapped is an AI-powered Digital Sales Room platform helping B2B revenue teams collaborate with buyers through Mutual Action Plans and deal rooms, with embedded AI deal-intelligence, engagement scoring, and bi-directional Salesforce/HubSpot sync. | Mark Fershteyn CEO and Co-founder Ujwal Battar CTO and Co-founder | Subscription Recurring |
An AI copilot for sales & CRM is software that uses AI agents to automate or assist a core sales or customer-relationship workflow, rather than adding a chatbot on top of an otherwise unchanged product. The 25 companies on this page sit in five overlapping segments: revenue-intelligence and forecasting copilots, agentic sales-engagement platforms, AI-native CRM systems of record, relationship-intelligence CRM for dealmakers and vertical sales teams, and CPQ, sales-collaboration or conversation-coaching copilots that sit inside an existing deal.
What separates an AI copilot for sales & CRM from generic marketing automation or customer-support AI is where the AI acts. A sales copilot writes to the CRM record, scores or executes a deal, or drives outbound on a rep's behalf; contact-center AI assists service and collections calls, and ABM platforms personalize outbound content without ever touching the CRM record itself. That distinction is why revenue-intelligence, agentic-engagement and CRM-of-record tools sit inside this list while support and pure-marketing tools sit outside it.
The sector is unusually top-heavy in funding for enterprise software. The three most-funded companies (Gong, Clari, Outreach) hold 52% of the $3.01B raised across all 25, reflecting how much capital it takes to build the underlying revenue-data graph these platforms depend on -- a moat that is far more expensive to replicate than the AI layer sitting on top of it.
This list covers privately held, US-headquartered companies across all funding stages. Public companies, contact-center and customer-support AI vendors, generic marketing-automation and ABM platforms, and CRM add-ons with no independent sales-copilot function are out of scope.
Companies are tagged against standard industry codes and against akta.pro's internal taxonomy, so the same set can be rebuilt by code, by segment, or by a combination of both.
NAICS 511210 Software Publishers 518210 Computing Infrastructure Providers, Data Processing, Web Hosting & Related Services 541511 Custom Computer Programming Services 541512 Computer Systems Design Services SIC 7372 Prepackaged Software 7371 Computer Programming Services 7373 Computer Integrated Systems Design Internal taxonomy Customer Relationship Management (CRM) Platforms Sales Force Automation (SFA) CRM CRM Analytics, Revenue Intelligence & Forecasting Sales Enablement & Revenue Operations (RevOps) Tools & ServicesIndustry codes are provided for cross-referencing against public filings and procurement records. akta.pro classification is independent of them, so a company may carry an internal segment without a matching NAICS or SIC registration.