Best Sales Force Automation Companies in North Carolina, United States
The 82 best Sales Force Automation companies in North Carolina, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Unifyr.
Ranked: Best Sales Force Automation companies in North Carolina
| # | Company | Disclosed funding | Last round | Stage | Employees | Founder | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | 10 Foot Wave Cloud-based marketing suite & customer engagement platforms | — | — | Acquired | 17 | — | — | — | — |
| 2 | 3 Birds SaaS-driven CRM solution for auto dealers | — | — | Acquired | 23 | Len Wohadlo Co-founder and CFO | — | 6 patents Patents concentrated in chemistry & materials | — |
| 3 | AutoAPR Platform offering automobile finance research solutions | — | — | Acquired | — | Daniel Mayer CEO | — | — | — |
| 4 | AutoGlassCRM Customer relationship management for auto glass shops | — | — | Acquired | — | Jonathan Clayton Owner | WordPressMySQLPHP+17 | — | — |
| 5 | AVO Insights Provider of an AR tool to scan and visualize QR code contents | — | — | Unfunded | — | Bradley Smith Co-Founder | — | — | — |
| 6 | Benchpoint Cloud-based CRM solutions provider for SMBs | — | — | Unfunded | — | Rahul Varshneya Co-Founder | — | — | — |
| 7 | Car-Mercial Platform offering online video based marketing solutions for auto dealers | — | — | Acquired | — | AJ LeBlanc Co-Founder | — | — | — |
| 8 | Channeltivity Channel management software and PRM solutions for technology companies | — | — | Unfunded | 10 | — | CodeMirrorFroala EditorSalesforce+22 | — | — |
Top 12 Sales Force Automation companies in North Carolina
#1
Series C · Cary, North Carolina · founded 2006$132.1Mraised▾
Developer of software for managing partner relationships and channel marketing. This platform provides tools for deal registration, lead distribution, and co-branded marketing campaigns. It includes a centralized portal for partner communication and document sharing. The system incorporates automated workflows to assist with onboarding and performance tracking. Additionally, the software features a learning management component for delivering training courses and certifications to external partners. These tools facilitate the alignment of sales and marketing activities across distributed business ecosystems.
- Jan 2026PE$20M
- Jan 2023Series C$70M
- Aug 2020Series B$3M
- May 2016Series B$11M
#2
Seed · Durham, North Carolina · founded 2023$5Mraised▾
Proof of concept management software for businesses. It focuses on establishing trust between vendors and buyers by leveraging testimonials to streamline proof-of-concepts. It helps businesses remove the hassle of managing proof-of-concepts, increasing win rates, lowering customer acquisition costs, and reducing time-to-value. It improves the POC experience by automating practices and gathering buyer testimonials.
- Nov 2025Seed$5M
#3
Series B · Raleigh, North Carolina · founded 2017 · 56 employees$9.9Mraised▾
Provider of an AI agent platform for higher education institutions. The platform combines a unified CRM with AI agents. These agents perform tasks such as reading applications, guiding prospects, answering student questions, and personalizing campaigns. The AI agents work autonomously or alongside staff. The platform aims to increase yield, boost engagement, and give teams time to focus on human connection.
- Dec 2024Series B$175M
- Oct 2023Series A$2M
- Oct 2022Series A$3.5M
- Apr 2021Series A$3.4M
#4
Series A · Raleigh, North Carolina · founded 2012 · 30 employees$3.7Mraised▾
Platform offering marketing solutions for healthcare organizations. The platform helps organizations manage patient calls and optimize communication via text messages for patient engagement. It provides an analytics platform that records patient inquiries and gives key insights to the medical staff for front desk operations.
- Nov 2024Series A$1.8M
- Sep 2022Series A$3M
- Sep 2020Conventional Debt$900K
- Apr 2019Seed$700K
#5
Series B · Durham, North Carolina · founded 2013 · 138 employees$27.7Mraised▾
Ad creative automation and customer relationship advertising platform. The platform assists users in advertising by targeting zip codes, TV commercials, and more. It allows users to customize advertisements and set up ad campaigns.
- May 2023Series B$3M
- Jan 2023Series B$5.8M
- Nov 2021Series B$14.5M
- Nov 2021Conventional Debt$2M
#6
Acquired · Charlotte, North Carolina · founded 2009 · 141 employees$82.9Mraised▾
Provider of data mapping and geo-analytics software. Its software allows visualization and optimizes data by mapping customers and sales, generating leads by location, and managing sales territories all within Salesforce using a map-centric user interface.
- Nov 2018Series C$42.5M
- Sep 2017Conventional Debt$6M
- Feb 2017Series B$33.1M
- Dec 2015Series A$7.3M
#7
Acquired · Charlotte, North Carolina · founded 1994$56Mraised▾
YOUcentric, now acquired by J.D. Edwards, is a provider of Java based Customer Relationship Management software. Other features include sales force automation, sales campaign management, contact center management, and partner relationship management.
- Jan 2002Series B$17M
#8
Acquired · Raleigh, North Carolina · founded 2006 · 21 employees$8.3Mraised▾
KnowledgeTree is a marketing content analyzer for sales enablement. It helps companies discover and use the best collateral for any sales situation. Its recommendation engine matches sales records in Salesforce with relevant content stored in Box, Dropbox, Google Drive, YouTube, on the Web, and other sources. It measures which content works with the help of tracking tools with different prospects in different sales situations. Its major clients are Software AG, Alcatel, Genesys, and Fuji Chemical.
- Oct 2014Series B$1.3M
- Jul 2012Series B$4.8M
- May 2009Series A$2.2M
#9
Acquired · Raleigh, North Carolina · founded 2000 · 50 employees$6.3Mraised▾
CRM for financial advisors, offering technology platform and investment services. They build intuitive technology for financial advisors, focusing on personal, scientific, and beautiful advice. The company provides a comprehensive suite of tools, including CRM, portfolio management, goals-based planning, data consolidation, rebalancing, performance reporting, fee billing, digital onboarding, client portal, and business intelligence. They offer investment services such as models, custom indexing, and portfolio consulting. Their CRM is designed to optimize advisor-client relationships, enhance communication, and automate tasks. They leverage data to personalize client interactions and provide customized service at scale. The platform includes features like contact management, practice management, and dashboards for data visualization. They offer training, support, and actionable content to empower financial advisors. This is a SaaS and Software company.
- Jun 2015Series A$200K
- Apr 2013Series A$250K
- Apr 2013Unattributed$425K
- Sep 2012Seed$425K
#10
Seed · Cary, North Carolina · founded 2012 · 4 employees$3.2Mraised▾
Operator of a cloud-based customer relationship management and marketing automation software company intended to integrate customer relationship management with digital marketing services to modernize and streamline business-to-business-to-consumer go-to-market processes.. The company's platform drives sales boosts replenishment and delivers increased revenue to businesses, enabling clients to execute multi-channel and multi-touch marketing campaigns.
- Nov 2020Seed$1.7M
- Aug 2019Seed$1.5M
#11
Acquired · Raleigh, North Carolina · founded 2010 · 14 employees$3.5Mraised▾
Provider of a digital identity verification solution for businesses. It allows businesses to know their customers, know their business identity, verify customers' names, addresses and phone numbers. It also provides a single access point to local, high-quality reference data via a cloud-based platform. It caters to fintech, online gaming, sharing economy, and e-commerce industries and is a cloud-based solution.
- Jun 2020Series A$3.5M
- Apr 2019Conventional Debt$100K
#12
Seed · Rocky Mount, North Carolina · founded 2009 · 17 employees$2.2Mraised▾
Provider of AI-powered sales and CRM tools for Salesforce. These tools enhance sales processes by automating tasks such as data entry, lead routing, and meeting scheduling. The platform integrates directly with Salesforce, providing sales teams with a streamlined workflow to manage customer data, track sales activities, and improve meeting preparation. Features include intelligent lead assignment, automated research capabilities, and tools for tracking email engagement. This results in increased efficiency and improved sales outcomes.
- Mar 2020Seed$750K
- Jan 2019Venture Debt$1M
- Dec 2017Angel$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
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