Best Sales Force Automation Companies in New York, United States
The 350 best Sales Force Automation companies in New York, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: LivePerson.
Ranked: Best Sales Force Automation companies in New York
| # | Company | Disclosed funding | Last round | Stage | Employees | Founder | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | LivePerson Provider of conversational AI platform for digital customer and agent experiences | $750M | 49 mo ago | Acquired | 809 809 → 1,192 (+47%) | Daniel Sanchez CEO | DrupalPHPAmazon Web Services+32 | 765 patents Real-time conversational AI messaging platforms with intent-driven routing and automation | — |
| 2 | Lusha 🦄 Cloud-based contacts database and lead generation platform | $245M | 55 mo ago | Series B | 300 | Yoni Tserruya Co-Founder & CEO | Cart FunctionalityWordPressSentry+31 | — | 1 launch |
| 3 | Personetics Inc AI based personalized customer engagement platform for financial services | $178M | 52 mo ago | Series D | 7 | Avi Zeevi Co-Founder | WordPressApple iCloud MailMicrosoft 365+37 | — | 1 partnership |
| 4 | Glia 🦄 Developer of an AI contact center platform for financial institutions | $152M | 50 mo ago | Series D | 130 | Justin Dipietro Co-Founder & Chief Strategy Officer | WebflowMarkerAtlassian Statuspage+30 | 68 patents Dermal nerve‑activation therapies and hormone/cannabinoid formulations for neurodegenerative and cognitive disorders | 1 award |
| 5 | Impel SaaS-based marketing solutions for automotive dealerships | $126M | 42 mo ago | Series C | 107 | Michael Quigley Co-Founder & President & CSO | WordPressApple iCloud MailGoogle Workspace+34 | 16 patents Voice‑controlled ophthalmic surgical robotics and spectral impedance medical diagnostic devices | — |
| 6 | Funnel Provider of AI-infused CRM and automation platform for multifamily operators | $125M | 34 mo ago | Series B | 113 | Tyler Christiansen CEO | WordPressApple iCloud MailGoogle Workspace+26 | 2 patents Adaptive construction robotics and brainwave neuromodulation technologies | 1 launch · 1 partnership · 1 award |
| 7 | RelSci Web based platform to build business relationships | $121M | 136 mo ago | Acquired | 176 | Domenic Graziosi CEO | — | — | — |
| 8 | Kasisto Tech Provider of an AI based conversational banking solution | $91M | 25 mo ago | Series C | 73 | Ruth Brown Chief Operating Officer and Co-Founder | WordPressApple iCloud MailGoogle Workspace+30 | — | — |
| 9 | Actively Developer of artificial intelligence agents for managing revenue account workflows 57Funding top 21%AI top 30%Growth top 35%Talent top 38% All 8 signals ▾Fundingtop 21% AItop 30% Growthtop 35% Talenttop 38% Techtop 44% Moattop 48% Globalbottom 32% Marketbottom 25% Funding: Raised $67.5M across 3 rounds · 3 rounds over 3 yrs (1.0/yr) AI: Classified as an AI company · Product described with: artificial intelligence rank vs industry peers · Fliar Intelligence Index 57/100 | $68M | 1 mo ago | Series B | 6 | Anshul Gupta Co-Founder | Framer SitesVimeoReact+20 | — | — |
| 10 | Clay 🦄 AI and cloud based lead management and contact dataset provider | $66M | 12 mo ago | Series C | 24 | Nicolae Rusan Co-Founder | WebflowSalesforceGoogle Sign-in+25 | — | — |
| 11 | Regal Platform offering outbound calling solutions | $66M | 34 mo ago | Series A | 115 | Rebecca Greene Co-Founder | — | — | 2 job openings · 1 launch |
| 12 | AutogenAI Provider of an AI-powered platform for generating proposals and grant applications | $65M | 25 mo ago | Series B | 36 | Sean Williams Founder & CEO | WordPressApple iCloud MailMicrosoft 365+29 | — | — |
| 13 | walnut Provider of a platform for creating and delivering interactive product demos | $56M | 52 mo ago | Series B | 150 | Yoav Vilner CEO & Co-Founder | WordPress Block EditorWordPressSentry+45 | — | — |
| 14 | Chili Piper Developer of a demand conversion platform providing routing and scheduling solutions | $56M | 62 mo ago | Series B | 264 | Nicolas Vandenberghe Co-Founder & co-CEO | WebflowSentryZendesk+48 | — | — |
| 15 | Ingage Cloud based platform offering presentation tool for sales | $46M | 116 mo ago | Series C | 50 | — | WordPressSentryApple iCloud Mail+34 | — | — |
| 16 | Get Vymo Sales assistant platform offering multiple tools for enterprise field teams | $45M | 51 mo ago | Unfunded | 75 | Yamini Natti Co-Founder & CEO | Apple iCloud MailGoogle WorkspaceGoogle Sign-in+22 | — | — |
| 17 | Spotdraft AI-powered contract lifecycle management solution for companies 84Tech top 23%Moat top 23%Growth top 27%Talent top 28% All 11 signals ▾Techtop 23% Moattop 23% Growthtop 27% Talenttop 28% Fundingtop 29% Newstop 30% AItop 30% Markettop 38% Fin. healthtop 48% Producttop 49% Globalbottom 45% Tech: 52 technologies across 6/8 capability areas · Cloud: Amazon Cloudfront, Amazon S3 Moat: Top 2% by revenue among 206 tracked Legal Tech companies · Editorial + unicorn rating 7/10 rank vs industry peers · Fliar Intelligence Index 84/100 | $45M | 4 mo ago | Series B | 195 195 → 356 (+83%) | Madhav Bhagat Co-Founder & CTO | Webflow EcommerceWebflowApple iCloud Mail+23 | — | — |
| 18 | Zipari Provider of cloud-based customer experience management platform for payers | $45M | 65 mo ago | Acquired | 161 | — | WordPress Block EditorwpBakeryElementor+43 | — | — |
| 19 | Moven Enterprise Provider of customer engagement solutions for banks | $44M | 100 mo ago | Series B | 50 | Rich Radice CEO & CFO | WordPressMySQLPHP+19 | — | — |
| 20 | Scrollmotion | $30M | 115 mo ago | Series D | 3 | Josh Koppel Founder | — | 2 patents Creation and playback of scrollable media for interactive visual content | — |
| 21 | Uniqode Digital business card solutions for businesses | $30M | 31 mo ago | Series A | 11 | Ravi Maddimsetty Co-Founder & CTO | WebflowApple iCloud MailGoogle Workspace+28 | — | — |
| 22 | Troops Cloud-based CRM & messaging solutions provider | $29M | 72 mo ago | Series B | 21 | — | — | 2 patents Integrating CRM data into messaging interfaces for real-time customer interaction. | — |
| 23 | Sweep Platform offering CRM integration solutions for Salesforce CRM | $28M | 12 mo ago | Series B | 39 | Ido Gaver CEO and co-founder at Sweep.io | SanitySentryApple iCloud Mail+29 | — | — |
| 24 | Handshake E-commerce platform empowering businesses to sell online, wholesale, and direct | $24M | 123 mo ago | Acquired | 30 | — | — | 18 patents Detecting call signaling and SMS parameter manipulation in mobile telecommunications networks. | — |
| 25 | DataLane Provider of AI-powered market intelligence for teams selling to local businesses | $22M | 6 mo ago | Series A | — | Ganesh Thirumurthi Co-Founder | WebflowAmazon Web ServicesGSAP+20 | — | — |
| 26 | Attention AI powered platform offering solutions for sales conversation | $22M | 2 mo ago | Series B | — | Matthias Wickenburg Co-Founder | WebflowAmazon Web ServicesPostHog+18 | 3 patents AI-based driver drowsiness and distraction monitoring systems using computer vision | 1 launch · 1 partnership |
| 27 | Loris Platform offering conversational intelligence solutions | $19M | 49 mo ago | Acquired | 47 | Nancy Lublin Founder | — | — | — |
| 28 | Tarci Provider of AI-enabled intelligent solutions for intermediaries | $17M | 45 mo ago | Series A | 62 | — | — | — | — |
| 29 | Spara Developer of an AI platform for sales lead engagement and conversion | $15M | 9 mo ago | Seed | — | Zander Pease Co-Founder | — | — | — |
| 30 | ProDeal360 SaaS-driven platform offering software to create and close deals | $14M | 52 mo ago | Series A | 21 | Patrick Janson CEO & President | — | — | — |
| 31 | Advisr Platform offering software to pitch products to customers | $13M | 52 mo ago | Acquired | 74 | Quique Nagle Co-Founder & CEO | — | — | — |
| 32 | Deeto AI based sales enablement solutions for enterprises | $12M | 11 mo ago | Series A | 16 | Eran Baron Co-Founder & CEO | — | — | — |
| 33 | Dasseti Due diligence software for investment industry professionals | $10M | 14 mo ago | Series A | — | Wissem Souissi Founder & CEO | HubSpot CMS HubEnvoyAmazon Web Services+22 | — | 1 partnership |
| 34 | Rally Platform offering CRM software for enterprises | $9M | 14 mo ago | Series A | 11 | Oren Friedman Co-Founder & CEO | WebflowApple iCloud MailGoogle Workspace+27 | 8 patents Patents concentrated in computing, sensing & instrumentation | 1 launch |
| 35 | DotAlign SaaS based relationship intelligence platform for sales teams | $9M | 44 mo ago | Series A | 1 | Jaspreet Bakshi Co-Founder & CTO - Design | — | 30 patents Enterprise data integration and network relationship analytics platform | — |
| 36 | MeetLeo AI based virtual assistant chatbot for insurance agents | $8M | 54 mo ago | Seed | 46 | — | — | — | — |
| 37 | Brisk Labs Developer of mobile-first CRM and ERP system solutions | $8M | 23 mo ago | Series A | — | Vadim Galatsky Founder | — | 2 patents Hybrid electric heating appliances for energy‑efficient cooking | — |
| 38 | Monocle Provider of an AI platform personalizing customer interactions across marketing channels | $8M | 25 mo ago | Seed | — | Noam Szpiro Co-Founder & CEO | — | — | — |
| 39 | Enaia Provider of a CRM platform for commercial real estate brokers | $5M | 20 mo ago | Series A | 2 | David Young Co-Founder & CEO | — | — | 1 launch |
| 40 | Mobilo Card Cloud based digital business card solutions | $4M | 34 mo ago | Seed | 48 | Pieter Limburg Founder & CEO | WordPressSentryMySQL+37 | — | 3 launchs |
| 41 | Iris AI based RFP solution | $4M | 16 mo ago | Seed | — | Ben Hills CEO | Webflowcore-jsjQuery+17 | 38 patents Digital media asset metadata enrichment and geographically distributed caching for efficient delivery | 1 launch · 1 partnership |
| 42 | Jozu Provider of a model integrity platform for AI/ML development and deployment | $4M | 13 mo ago | Seed | — | Brad Micklea Founder & CEO | WordPressMySQLPHP+29 | — | — |
| 43 | Rilla Provider of virtual ridealong software for sales team coaching | $4M | 42 mo ago | Seed | — | Michael Castellanos Co-Founder | PrismicApple iCloud MailGoogle Workspace+23 | — | — |
| 44 | Avina Provider of an AI-driven platform for B2B sales pipeline development | $3M | 19 mo ago | Seed | — | Mike Wang Co-Founder | TurbopackEmotionNode.js+22 | — | — |
| 45 | Endear Provider of omnichannel marketing and CRM solutions for store associates | $3M | 19 mo ago | Series A | 20 | Jinesh Shah Co-Founder | PrismicApple iCloud MailNode.js+25 | — | 2 job openings |
| 46 | Synch AI based sales force automation tools for businesses | $3M | 27 mo ago | Seed | — | Daniel Ruiz Co-Founder & CEO | — | — | — |
| 47 | Chasi Developer of an AI assistant for equipment sales, service, and rentals | $500K | 5 mo ago | Seed | — | Akash Pavan Co-Founder & CEO | — | — | — |
| 48 | Questom Provider of AI sales agents for lead engagement and qualification | $500K | 8 mo ago | Seed | — | Ritanshu Dokania Co-Founder | TurbopackNode.jsNextAuth.js+14 | — | — |
| 49 | Henry AI Provider of AI-enabled document management solutions for commercial real estate brokers | $125K | 15 mo ago | Seed | — | Adam Pratt Co-Founder & CTO | WebflowMobXcore-js+12 | 322 patents Advanced silicone foam and drainage-embossed building insulation and weather‑resistant barriers | — |
| 50 | Domu AI platform automating enterprise communication for insurance companies | $125K | 18 mo ago | Seed | — | Nico Diaz Co-Founder | Framer SitesReactAmazon Web Services+12 | — | 1 partnership |
Top 12 Sales Force Automation companies in New York
#1
Series B · New York City, New York · founded 2017 · 6 employees$67.5Mraised▾
Developer of artificial intelligence agents for managing revenue account workflows. These software agents monitor prospect and customer data to identify sales opportunities and suggest follow-up actions. The platform integrates with existing business applications to automate research, prioritize outreach, and track pipeline risks. By maintaining persistent context for every account, the system assists sales and account management teams in executing tasks throughout the customer lifecycle. The technology functions as a decision-making layer that processes signals to guide professional activities and improve operational consistency.
- Apr 2026Series B$45M
- Apr 2025Series A$17.5M
- 2023Seed$5M
#2
Series B · New York City, New York · founded 2017 · 195 employees$45Mraised▾
AI-powered contract lifecycle management solution for companies. It streamlines the drafting, signing, and management of contracts for businesses. The platform offers a shared space to review, redline, and finalize contracts. It provides a repository that allows users to consolidate and store contracts. Its analytics feature provides insights into the contracting process and supports the decision making process.
- Jan 2026Series B$8M
- Feb 2025Series B$54M
- Dec 2024Series A$6M
- Jul 2024Grant (prize money)—
#3
Series B · New York City, New York · founded 2021$21.6Mraised▾
AI powered platform offering solutions for sales conversation. It provides valuable insights and actions, enabling sales teams to close deals and enhance revenue. It aims to streamline sales operations by leveraging AI to provide actionable insights, automate routine tasks, and enhance training processes for sales teams. It offers features such as call analytics, sales training, automation features, performance insights, and more.
- Mar 2026Series B$21.6M
#4
Series A · New York City, New York · founded 2023$22.5Mraised▾
Provider of AI-powered market intelligence for teams selling to local businesses. The company's engine structures local business data into contact information and market intelligence. It helps teams identify market opportunities and improve coverage. The company's data helps sales representatives improve efficiency and free themselves from manual research.
- Dec 2025Series A$22.5M
#5
Clay 🦄Series C · New York, New York · founded 2017 · 24 employees$66Mraised▾
AI and cloud based lead management and contact dataset provider. It offers access to data sources and AI research agents to optimize growth workflows. The platform provides data such as contact information, firmographics, technographics, funding information, and more. It allows users to track and act on key customer events. Offering includes CRM enrichment, lead scoring, automated inbound and outbound, TAM sourcing, and more.
- Jun 2025Series C$100M
- Apr 2025Series C$348.5K
- Nov 2024Series B$40M
- Jun 2024Series B$46M
#6
Seed · New York City, New York · founded 2023$15Mraised▾
Developer of an AI platform for sales lead engagement and conversion. The platform offers tools for qualifying leads through chat, email, and voice interactions. It provides features for lead prequalification, data extraction, and integration with customer relationship management systems. The AI is designed to automate aspects of the sales process.
- Sep 2025Seed$15M
#7
Series B · New York City, New York · founded 2021 · 39 employees$28Mraised▾
Platform offering CRM integration solutions for Salesforce CRM. The company provides integration software that visualizes, creates, and manages the CRM processes, rules, and automation and constructs an optimized backend Salesforce infrastructure. It also provides inline guidance for sales teams for version management and funnel deployment.
- May 2025Series B$22.5M
- Dec 2022Series A$28M
- 2021Seed—
#8
Series A · New York City, New York · founded 2022 · 16 employees$12.5Mraised▾
AI-based sales enablement solutions for enterprises. The platform provides solutions for businesses to manage sales collateral and pitch content to prospects through interactive methods. It also offers tools with the added functionality of assistance at every step of the sales cycle for sales reps using AI.
- Jul 2025Series A$12.5M
#9
Series A · New York City, New York · founded 2018$10.3Mraised▾
Due diligence software for investment industry professionals. Offers Operational due diligence for data checks, Investment due diligence for tracking fund data, portfolio monitoring, and more. Also provides risk and compliance management.
- Apr 2025Series A$1.4M
- May 2024Series A$4.3M
- Jan 2023Series A$6M
#10
Series A · New York City, New York · founded 2021 · 11 employees$9Mraised▾
Platform offering CRM software for enterprises. The platform offers software that enables members to automate customer outreach, create rules around contact frequency, and track and manage all interactions with the team. Users can also track study sign ups, send follow up emails, and payout incentives to representatives.
- Apr 2025Series A$11M
- Feb 2024Seed$8.9M
- Mar 2022Seed$500K
#11
Series C · New York, New York · founded 2013 · 73 employees$90.9Mraised▾
Provider of an AI based conversational banking solution. It provides conversational virtual assistants for enterprise mobile applications using AI that help consumers complete complex tasks using voice, texts through the SDK, which requires deep intelligence on account of live agents.
- May 2024Series C$8.6M
- Aug 2022Series C$15.5M
- Jul 2021Series C$15.5M
- Feb 2020Series B$22M
#12
Seed · Brooklyn, New York · founded 2026$500Kraised▾
Developer of an AI assistant for equipment sales, service, and rentals. The AI assistant automates communications and handles tasks such as intake, quotes, and CRM data entry. It integrates with existing tools to unify and automate communications. The AI assistant routes requests and nurtures relationships with clients.
- Jan 2026Seed$500K
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Sales Force Automation coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
Riya reads income statements for fun. She covers the real money in a sector — revenue, growth, who actually earns — and never met a vague claim she didn't want a number for.