Best Sales Force Automation Companies in Ohio, United States
The 70 best Sales Force Automation companies in Ohio, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Within3.
Ranked: Best Sales Force Automation companies in Ohio
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Within3 Provider of an online collaboration solutions | $103M | 68 mo ago | Series C | Lance Hill Founder & CEO | 2006 | WordPressApple iCloud MailMySQL+24 | — |
| 2 | Updox Physician Connectivity Platform for CRM and care coordination | $24M | 109 mo ago | Acquired | Tobin Juday Cofounder | 2008 | WordPress Block EditorWordPressApple iCloud Mail+38 | — |
| 3 | Drips Marketing Platform offering conversational outreach solutions | $15M | 27 mo ago | Series B | Aaron Evans Co-Founder & CEO | 2014 | WebflowSalesforceAtlassian Statuspage+17 | — |
| 4 | Datahug Sales forecasting and pipeline management solution | $6M | 157 mo ago | Acquired | — | 2009 | — | — |
| 5 | RE2 AI Provider of a platform for local business data and outreach tools | $5M | 23 mo ago | Seed | Tyler Carlson Co-Founder | 2020 | WebflowTikTok PixelPostHog+28 | — |
| 6 | Seamless AI AI enabled lead intelligence platform for businesses | $4M | 74 mo ago | Seed | Brandon Bornancin Founder & CEO | 2015 | ReactReact Routerstyled-components+24 | — |
| 7 | Scheduler Cloud and AI based platform offering appointment scheduling application | $3M | 26 mo ago | Seed | Mike Bell Co-Founder & CTO | 2021 | WebflowAmazon Web ServicesMicrosoft Clarity+19 | — |
| 8 | SpearFysh Business solutions: marketing, advertising, technology, learning, and insurance insights | $3M | 147 mo ago | Seed | Marc Miller CEO | 2011 | — | — |
| 9 | Improveit 360 Sales, marketing and business software solutions | $2M | 131 mo ago | Series A | — | 2000 | WordPressApple iCloud MailMicrosoft 365+33 | 2 launchs |
| 10 | Pepsales AI powered sales enablement tool | $1M | 20 mo ago | Seed | Ajay Singh Co-Founder & CEO | 2023 | WebflowSentryYouTube+25 | — |
| 11 | ConsumerOptix Sales & CRM solutions for insurers | $750K | 82 mo ago | Seed | Brian Kipp President and Co-Founder | 2018 | — | — |
| 12 | Intelligent Mobile Support HVAC proposal software to close more sales in less time | $500K | 172 mo ago | Seed | John Steidley CEO and Founder | 2009 | Microsoft ASP.NETBootstrapAzure Front Door+7 | — |
| 13 | CutterCroix Cloud-based software solutions for builders, contractors, distributors, homeowners, and suppliers | $100K | 218 mo ago | Funding Raised | Jon P Founder | 2006 | — | — |
Top 12 Sales Force Automation companies in Ohio
#1
Seed · Cincinnati, Ohio · founded 2020 · 29 employees$5.1Mraised▾
Provider of a platform for local business data and outreach tools. It offers contact information for connecting with local businesses. The platform provides tools for email and social media outreach. It also includes pipeline management and outreach analytics. The platform assists with sales flow, from initial contact to closing deals.
- Jul 2024Seed$5M
- 2023Seed$130K
- 2021Seed$125K
#2
Seed · Delaware, Ohio · founded 2023$1.1Mraised▾
AI powered sales enablement tool. The platform offers AI-led product demo automation solutions for B2B SaaS companies, enabling personalized and live product demos to optimize sales and customer engagement. The platform allows businesses to create personalized demos based on target audience. It analyzes the product in real time and recommends features to demo that resonates with the user needs. It generates personalized demo data for buyer industry, geography, company size, and more.
- Sep 2024Seed$1.1M
#3
Series B · Akron, Ohio · founded 2014 · 120 employees$15Mraised▾
Platform offering conversational outreach solutions. The platform offers clients tools to connect with customers through AI powered SMS, scheduled calls, and voicemail messages. It offers features to clients such as bill pay reminders, pending policy cancellations, appointment scheduling, reminders, and confirmations cross sell and upsell opportunities. Liberty Mutual Insurance, Gainsco auto insurance, CreditRepair.com are some of its clients.
- Feb 2024Conventional Debt—
- Oct 2021Series B—
- Jul 2021Series B—
- Sep 2018Venture Debt—
#4
Seed · Cincinnati, Ohio · founded 2021 · 8 employees$2.8Mraised▾
Cloud and AI based platform offering appointment scheduling application. It provides a scheduling assistant to assist users in setting up meetings. It offers messaging apps like email and Slack to organize group meetings. Features of the platform include scheduling automation for outbound and CRM workflows, scheduling sentiment analysis, personalization, automated reminders, and more.
- Apr 2024Seed$2.8M
#5
Series C · Cleveland, Ohio · founded 2006 · 196 employees$102.6Mraised▾
Within3 offers a digital communication platform for the health and life sciences markets. The solution helps healthcare professionals with their networking needs, have real-time meetings or web conferences, and provides an online discussion platform where professionals can discuss at a convenient time.
- Sep 2020Series C$100M
- Jul 2012Series A$2.6M
#6
Acquired · Dublin, Ohio · founded 2008 · 116 employees$24.1Mraised▾
Updox provides a secure communication platform for physicians which is fully integrated with their EHR software. Updox provides an integrated fax solution, patient portal and secure messaging software platform allowing physicians and their staff to communicate with patients, labs, and third-parties. The CRM solutions help independent medical practices manage communications from one inbox, streamline physician relationships, drive collaboration with partners and engage patients – all integrated with the practice’s existing EHR. Practices benefit through improved relationships with patients and other providers, increased revenues, reduced costs, and enhanced business efficiencies. Updox services are available directly to independent physicians or through partnerships with EHR vendors. Claim to have more than 20,000 members. Named No. 524 on Inc. 5000 List of America’s Fastest-Growing Companies for 886% YoY growth. TechColumbus approved $300,000 for Updox which drew only $200,000, which it repaid with interest in 2013.
- May 2017Series B$12.7M
- Feb 2017Series A$11.2M
- May 2015Venture Debt$3.5M
- Nov 2011Seed$200K
#7
Seed · Columbus, Ohio · founded 2015 · 365 employees$4.4Mraised▾
AI enabled lead intelligence platform for businesses. The platform allows businesses to churn out contact and company information from multiple sources which include social media, news, telephone, email, web, company pitches, common connections, products, competitors, SEC filings, inbound links, and job postings. Capable of automatically importing new contacts information to CRM systems. Integrates with third party systems through APIs. The revenue model is subscription based. Clients include Facebook, Microsoft, and eBay.
- Apr 2020Seed$2.4M
- Jul 2019Seed$2M
- 2017Seed—
- Oct 2015Seed—
#8
Acquired · Dublin, Ohio · founded 2009 · 51 employees$5.5Mraised▾
Datahug provides sales forecasting and pipeline management solutions for enterprises. Datahug analyzes email, phone, and calendar traffic across an organization and tracks communications and meetings with leads, contacts, accounts, and opportunities in Salesforce. With Datahug, users can immediately determine the relative health of a relationship, identify at-risk deals, and know exactly who within an organization to talk to for the most up-to-date intelligence on a particular customer or deal. Recently announced a predictive tool called SalesCloser. Its major clients are Qlik, Doubledutch, Optimizely, and Coupa.
- May 2013Series A$4M
- Oct 2011Seed$1.5M
- Dec 2010Grant (prize money)$39.2K
#9
Seed · Twinsburg, Ohio · founded 2011 · 11 employees$2.8Mraised▾
Business solutions: marketing, advertising, technology, learning, and insurance insights. This platform delivers valuable content and resources across diverse sectors. It offers insights into business strategies, marketing techniques, advertising solutions, technological advancements, learning resources, and insurance information. The aim is to empower individuals and businesses with knowledge to improve and succeed. The content spans from practical tips on cost reduction in shipping and leveraging AI for learning to innovations in metalworking and financial strategies. It also covers lifestyle topics such as senior care, snack box options, and home improvement solutions. The platform serves as a comprehensive resource for both professional and personal development, offering a wide array of articles and advice.
- Feb 2014Angel$2.5M
- Oct 2011Seed$250K
- Sep 2011Grant (prize money)$100K
#10
Series A · Columbus, Ohio · founded 2000 · 31 employees$2.2Mraised▾
Improveit 360 provides business management solutions to the home improvement industry for remodelers, contractors and home service professionals. Its CRM application is built on the force.com platform and is customized for the home improvement industry. Its features include lead management, marketing, appointments, quotes and invoices, sales management, job tracking, employee management and service management. BCI and Iko are notable clients.
- Jul 2015Series A$250K
- Mar 2013Series A$2M
#11
Seed · Dayton, Ohio · founded 2018 · 3 employees$750Kraised▾
ConsumerOptix provides sales and marketing solutions for insurers, brokers, financial advisers, and independent brokers. It offers consumer communications and customer relationship management platform for insurance and financial service providers. Also offers an eBenefitsIQ platform for employee benefits enrollment based on employee psychographics.
- Aug 2019Seed$750K
#12
Seed · Solon, Ohio · founded 2009 · 12 employees$500Kraised▾
HVAC proposal software to close more sales in less time. It is a Software as a Service (SaaS) solution designed for residential HVAC professionals. It streamlines the sales process, enabling faster, easier, and more profitable sales. The platform offers features like proposal generation, financing options, ductless design calculations, and integration with field service management systems. It aims to improve win rates, increase average ticket prices, and reduce proposal preparation time. The software supports remote customer approvals, deal tracking, and collaboration, leading to more efficient installations and improved customer satisfaction. It offers digital sales tools, training, and support resources.
- Feb 2012Seed$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
Rohit lives in the feed. He covers what's moving right now — the funding rounds, launches and shifts breaking across the trade press — and ties them back to where the sector is heading.