List of the Top 18 Sales Acceleration Software for Microsoft 365 in 2026

Shape Software's specialized sales and marketing automation platform enables you to oversee all elements of your enterprise from a single interface. This cloud-based solution provides a variety of tools designed to assist in managing and automating your digital marketing efforts, including promotions through text, email, and online advertisements, while also capturing leads from various online channels. Additionally, it helps in nurturing potential clients and managing projects throughout your day. You can enhance customer interactions by offering a secure portal that simplifies your intake workflows, utilize ShapeIQ to systematically evaluate leads, and generate comprehensive custom reports. Begin increasing your revenue by exploring the versatile range of services that Shape offers today, ensuring that you stay ahead in an ever-evolving market.

QUOTE WITH GREATER INTELLIGENCE, SPEED, AND PROFITABILITY An inaccurate quote has the potential to damage your credibility and the trust you've built over time. A misquoted price can jeopardize a deal. Safeguard your business interests. ServicePath is a versatile configure, price, and quote (CPQ) platform designed to simplify the quoting process. With ServicePath, you can quickly generate quotes that typically take hours and require input from various teams. This platform provides a comprehensive view of the most current cost factors and solution setups, significantly minimizing the chances of issuing an incorrect quote. Overall, ServicePath streamlines your business operations, making it more appealing for clients to engage with you. Additionally, it enhances collaboration among departments, ensuring a smoother quoting experience.

Creating engaging videos is effortless with Dubb, allowing you to boost your engagement, bookings, sales, and overall revenue regardless of your location. Enhance your social media and email interactions to secure more significant appointments in your schedule. Your sales funnel can effectively attract a larger pool of potential clients. Dubb's video landing pages are designed for easy sharing via email or SMS, converting viewers into customers seamlessly. We are committed to supporting you wherever you are on your business journey. Start your free trial of Dubb today and explore the transformative power of video in your strategy. With the Dubb Mobile App, crafting dynamic business videos has never been simpler. You can distribute your videos across your preferred platforms and incorporate multiple calls-to-action to drive engagement. Additionally, you can monitor how your contacts interact through emails, forms, videos, and various calls-to-action. The Dubb Mobile App empowers you to create compelling business videos effortlessly, helping you reach your audience effectively while boosting your conversion rates. Consider utilizing this tool to elevate your video marketing strategy and track your engagement metrics effectively.

Stop juggling various tools and start using Freshworks CRM, which has evolved from Freshsales and Freshmarketer to incorporate AI technology. This platform provides a comprehensive view of your prospects and clients, integrating marketing automation, salesforce automation, chat, and telephony into one efficient solution. With the assistance of Freddy AI, Freshworks CRM enables you to identify top leads, enhance customer interactions, finalize deals, and effectively nurture your existing clientele through an intelligent and all-encompassing system. By utilizing Freshworks CRM, your sales team gains enhanced access and oversight of a superior CRM experience. This robust platform serves as a powerful CRM and lead management solution, designed to help dynamic sales teams seize more opportunities while eliminating guesswork from the sales process. It offers a variety of features, including integrated phone and email capabilities, task management, appointment scheduling, note-taking, user behavior tracking, and comprehensive reporting tools. Through this system, you can engage in contextual conversations that significantly boost your chances of capturing more business. By attracting visitors and converting them into qualified leads, you can drive your sales success to new heights.

Close stands out as the premier CRM solution for small businesses and startups eager to secure more deals in a shorter period. Your team can seamlessly engage with potential clients or existing customers through an integrated platform that offers SMS, email, and calling functionalities all in one place. This comprehensive tool operates independently, eliminating the necessity for separate sales email or calling applications. Being cloud-based and budget-friendly, Close is not only user-friendly but also comes with clear pricing structures, making it particularly suitable for small to medium-sized enterprises. Subscription plans begin at just $49 per month. The design of Close prioritizes maximizing sales efficiency for users. With a single click, you can initiate and receive calls, with every interaction automatically recorded—there's no need for manual data entry! As soon as the phone rings, relevant lead activity data appears on your screen, ensuring you always have access to essential information. Furthermore, customer support is readily available through various channels, including email, phone, an extensive FAQ section online, and a self-service knowledge base, providing users with ample resources to assist them. This combination of features makes Close an invaluable asset for any sales team.

The Outreach Sales Execution Platform provides sales teams with the tools they need to efficiently build their pipeline and significantly improve their deal-closing rates. This unique platform stands out as it empowers every member of the sales organization, from individual sellers to front-line managers, sales leadership, and operations, enabling them to effectively increase their pipeline closure rates. For those looking to enhance their sales success through tailored approaches, prioritization, and thorough analysis of their sales efforts, Outreach is the ideal choice. As the leading sales engagement platform, it equips teams to operate more efficiently by refining workflows and generating robust pipelines. Among its most valuable features are sales sequences, a dialer, tracking capabilities, email management, outreach tools, customizable content and templates, as well as comprehensive analytics, reporting, and coaching insights. Through these powerful tools, Outreach helps sales professionals not only meet but exceed their targets, transforming the way they engage with clients.

Businesses engaged in B2B sales can benefit from utilizing an effective yet straightforward CRM solution. This tool streamlines customer relationship management by leveraging existing data to enhance customer interactions and boost sales performance. Designed to be user-friendly and visually appealing, it serves as a sales instrument that prioritizes user satisfaction while incorporating cutting-edge technology tailored for people. Ultimately, this CRM empowers small businesses to foster deeper connections with their clients and achieve greater success.

Demodesk stands out as the leading platform for customer meetings, specifically designed for sales representatives and success teams. By offering real-time guidance, it enhances the performance of customer-facing reps while automating tasks that do not directly involve selling, thus allowing them to engage customers more effectively than ever before. Every customer meeting benefits from Demodesk's ability to automatically present the most relevant playbook, equipping representatives with the necessary slides, web applications, conversation prompts, and competitive insights in real-time. Moreover, sales teams can streamline their workflows by automating essential but non-sales-related tasks, such as preparing for meetings, coordinating schedules, and maintaining CRM records. The platform's innovative screen-sharing technology invites customers to engage directly with the software during discussions, fostering a collaborative environment. Additionally, AI-driven insights empower sales leaders to gain a clear understanding of call dynamics, identify effective strategies, and provide coaching in a predominantly remote work setting. With its seamless integration across various tech solutions, including G Suite, Microsoft Office, and Salesforce, Demodesk supports a unified approach to sales and customer engagement.

Increase your client acquisition success with the most intuitive sales software on the market. This platform encompasses all necessary features for prospecting, arranging meetings, and executing effective follow-ups, complemented by outstanding customer support. You can begin using it effortlessly since installation is free and does not require a credit card. Engage with potential clients through various channels such as email, phone, and social media with ease. Improve your meeting scheduling with preferred prospects while optimizing your follow-up communication to ensure timely messaging. This leads to more opportunities for new business, renewals, upselling, and cross-selling. We emphasize data security and comply with regulatory standards, investing heavily in advanced technology and robust partnerships to protect our clients' information. By selecting our software, you not only acquire vital tools but also enjoy the assurance that your data is well-protected, allowing you to focus on growing your business. Ultimately, our commitment to user satisfaction and data integrity sets us apart in the industry.

Streamlining the management of proposals, contracts, and client interactions has become significantly more efficient. ClientPoint Enterprise enhances document creation, automation, and AI-driven collaboration through specialized ClientPoints—workspaces designed specifically for engaging with prospects, customers, and partners. Users can easily schedule meetings, engage in chats, conduct video conferences, share materials, electronically sign documents, and even handle payments, all within a unified platform. Furthermore, you can effortlessly integrate your CRM, ERP, BI, and various other business applications, or take advantage of ClientPoint’s tailored CPQ and endpoint solutions to enhance your technology ecosystem and reduce unnecessary expenses. In addition, the platform boasts a comprehensive content library, document storage, templates for creation, and automated processes for developing sales decks, proposals, and RFPs. Pricing structures are customized to align with your specific business requirements, branding, and desired level of personalization. For independent entrepreneurs and casual users, ClientPoint.me provides a complimentary solution that caters to basic needs. By offering such versatile features, ClientPoint ensures that businesses can maintain a competitive edge in their client engagement strategies.

Our solution platform revolutionizes the entire workflow associated with drafting and responding to Requests for Proposals (RFPs), Requests for Information (RFIs), and Questionnaires, as well as creating and configuring Proposals, Contracts, and Sales Materials, thus facilitating collaboration and enabling successful outcomes. We have thoughtfully crafted our platform to include a robust set of tools and features that prioritize scalability, customization, and efficient processes. Key functionalities such as customized workflows, real-time tracking, and the capacity to oversee an unlimited number of projects are integral to our offering. Additionally, each of our solution packages comes equipped with these vital features, guaranteeing that you have access to premier functionalities that boost your productivity and performance consistently. With our platform at your disposal, you can confidently engage in any project and secure exceptional results while streamlining your operations. This comprehensive approach not only enhances efficiency but also positions you for long-term success in a competitive landscape.

Koncert functions as a B2B Sales Engagement platform that has dedicated over 12 years to advancing innovations in B2B sales dialer technology. By harnessing the capabilities of AI, Koncert’s power dialer platforms significantly enhance the number of conversations and improve the sales pipeline. The tedious process of manually dialing each prospect has been transformed through automation, allowing for connections with live prospects and increasing conversations by as much as tenfold. With Koncert's sales dialers, organizations can facilitate more meetings, establish robust pipelines, and gain valuable insights for coaching and training their sales teams. The platform offers four distinct dialer options tailored to various sales workflows: the Multi-line AI Parallel Dialer, Single-line AI Flow Dialer, Agent-Assisted Dialer, and Click-to-Call Dialer, all of which integrate seamlessly with leading CRMs. These dialers empower sales teams to drastically boost their conversations and optimize overall productivity. Additionally, Koncert's AI auto dialer and cadence platform serve as essential tools for B2B sales, enabling teams to amplify their conversations and enhance their pipeline effectively. Ultimately, leveraging Koncert's innovative solutions positions sales teams for greater success in a competitive market.

Chili Piper Meetings serves as an automated scheduling solution designed to assist revenue teams in quickly converting more leads into qualified meetings. Once a prospect submits a form on the website, our advanced Concierge feature simplifies the process of booking meetings or initiating calls. By employing intelligent rules instead of the conventional inbound lead management approach, Chili Piper efficiently qualifies and assigns leads to the appropriate representatives. The software enables businesses to seamlessly automate the transition of leads from SDRs to AEs while facilitating meeting bookings through marketing initiatives or live events. Prominent companies like Forrester, Square, DiscoverOrg, and Spotify leverage Chili Piper to enhance the experiences of their leads, ultimately resulting in a twofold increase in the number of leads converted into meetings. As a result, organizations that implement this tool not only streamline their processes but also see significant improvements in their overall conversion rates.

Uncover impactful sales resources and enhance prospect interactions with Sales Enablement, a robust solution provided by Data Dwell. This platform features an array of tools such as content alignment, secure storage options, sharing functions, and the ability to track engagements with prospects. Through Sales Enablement, users can identify hidden decision-makers and obtain direct support within Salesforce. Moreover, it offers real-time dashboards that grant users quick access to insights on top-performing content, thereby refining their overall sales tactics. By utilizing these capabilities, sales teams can fine-tune their strategies and achieve even greater success in their pursuits, ultimately leading to improved revenue growth and stronger client relationships. The integration of such tools signifies a transformative step towards a more data-driven sales approach.

Streamline your proposal development process and effectively manage requests for proposals (RFPs) with Upland Qvidian, a cloud-based and all-encompassing tool designed for enterprise-level proposal and RFP automation. This solution not only enhances content management but also increases operational efficiency by providing a centralized and dependable content library. By leveraging Upland Qvidian, organizations can centralize sales and proposal resources, promote real-time teamwork among departments, monitor performance metrics, adhere to compliance requirements, and easily create high-quality professional documents. Moreover, its intuitive interface and powerful capabilities guarantee a smooth user experience for individuals across various skill levels. This makes it an invaluable asset for any business striving to improve its proposal processes.

Revenue Grid operates as an AI-powered platform for Guided Selling, providing sales teams with customized, actionable insights that guide them toward successful strategies, pinpoint at-risk deals, and reveal the most critical steps to take. This groundbreaking method in B2B sales focuses on recognizing and tackling the distinct needs and obstacles encountered by sales teams. We are committed to offering thorough, step-by-step assistance for every opportunity within a salesperson's pipeline, ensuring that teams are ideally equipped to reach their goals. By granting complete visibility into the sales pipeline, current deals, and team interactions, we deepen the understanding of the sales process. Moreover, our platform streamlines routine tasks, enabling sales representatives to move deals through the sales funnel with ease. With proactive Signals generated from AI-driven analysis, rich communication data, and established sales practices, sales teams receive explicit guidance on deal statuses and engagement levels. This empowerment allows users to seamlessly monitor the progress of each deal, reflect on past actions, and forecast future outcomes, fostering more informed decision-making and enhancing overall success. Ultimately, by equipping sales teams with the right tools and insights, we aim to transform the sales landscape and drive sustainable growth.

The combination of a premier revenue intelligence platform with advanced activity data collection and a next-best-action sales engine establishes the most all-inclusive solution for promoting sustainable growth in the sector. The precision of your forecasting is directly linked to the integrity of the data and insights you utilize. By automatically collecting all pertinent information, Olono generates data-driven insights that help you pinpoint deals that might be “at risk” or could “stall,” enabling you to proactively influence results long before any potential problems arise. While numerous organizations depend on more than ten disparate sales tools to compile their data, Olono streamlines this process by consolidating information, providing a holistic overview of how various activities and their interactions impact pipeline dynamics and stage transitions. Tailored for B2B enterprises focused on consistent revenue increases and efficient sales execution, Olono delivers real-time guided selling capabilities. As a SaaS offering, it effortlessly gathers sales activities from over 80 platforms and sources, yielding actionable insights that empower sales teams to refine their approaches effectively. This comprehensive strategy guarantees that each sales effort is well-informed and strategically aligned for optimal results, ultimately driving performance and enhancing overall productivity. With such a robust framework, organizations can confidently navigate their sales processes and achieve greater success.

Our top-tier Field Force Automation (CRM) solution has been specifically crafted to cater to the unique needs of the Pharma, Devices, and FMCG sectors. The HD Platform/suite is engineered to deliver an unparalleled level of sales integration by merging customer relationship management, presentation tools, and data-driven marketing strategies into one unified platform. With ten years of expertise in Sales Force Automation and CRM software, we have cultivated a comprehensive understanding of the distinctive business processes and challenges encountered by these industries. Central to our HD Suite is the SFA, which equips sales teams to proficiently oversee their customer relationships, streamline their daily responsibilities, and produce consistent reports. This groundbreaking product represents the outcome of over five years dedicated to market research and the integration of leading practices from prominent Pharma and FMCG organizations. In addition, it embraces a one-device usage approach, guaranteeing effortless accessibility and usability for field sales representatives. Our unwavering dedication to ongoing enhancement and keen awareness of industry dynamics empowers us to provide a solution that not only fulfills but surpasses the aspirations of our clients, fostering even greater success in their operations.