Best Sales Force Automation Companies in San Francisco, United States

Developer of software for automating sales quoting and approval workflows. This system utilizes conversational interfaces to generate price quotes, manage product configurations, and facilitate internal approvals. It integrates with existing product catalogs and pricing rules to provide automated calculations for sales teams. The platform supports the management of renewals, amendments, and product bundles while maintaining records of customer entitlements. Administrative tools allow for the adjustment of discount tiers and approval thresholds through natural language inputs. The software provides data-driven insights by comparing current quotes against historical transaction records to assist in decision-making processes.

Funding rounds

• May 2026Seed$5.2M
• May 2026Series A$22M

Founders & team

Eugene ShaoCo-Founder & CTOAjay NatarajanCo-Founder & Chief Product OfficerJoubin MirzadeganCo-Founder & CEO

Investors

Kleiner Perkins, Founders Fund

Provider of document management and automation platform with e-signature capabilities. The platform offers tools for document creation, collaboration, and workflow automation. It provides features such as customizable templates, configure price quote, and deal rooms. The platform also offers integrations with various sales, CRM, and payment gateway systems.

Funding rounds

• Dec 2025Series C$5.9M
• Sep 2021Series C—
• Aug 2020Series B$13.8M
• Aug 2020Series B$30M

Founders & team

Philipp PohlmannDirector of Product & GM PaymentsMikita MikadoCEO

Investors

Rembrandt Partners, HubSpot, Altos Ventures Management, EBRD, M12, Kima Ventures

Tech stack

AhrefsAmazon CloudfrontAmazon Web ServicesAngularAppcuesApple Icloud Mail

AI based platform offering lead generations solutions for businesses. It provides soluitons on enhancing lead generation, enrichment, and nurturing processes for businesses. It offers features such as automated lead generation, lead engagement, integration with CRM and marketing tools, optimizing campaigns, personalized ad copy, and more.

Funding rounds

• Mar 2026Seed$5.3M

Founders & team

Emad FanousCo-Founder & CTOMichael FanousCo-Founder

Investors

South Park Commons, Wischoff

Tech stack

CloudflareCloudflare Browser InsightsFramer SitesGoogle AnalyticsGoogle WorkspaceHsts

AI based sales prospecting platform. It is an AI based sales prospecting tool that automates email campaigns and helps move prospects through the sales funnel faster. It offers features such as categorizing leads, designing email campaigns, and utilizing AI technology to optimize costs and boost sales.

Funding rounds

• Apr 2026Seed$200K
• Nov 2023Seed$3M

Founders & team

Oleg ZarembaCo-Founder & CTOYuriy ZarembaCo-Founder & CEO

Investors

Y Combinator, Rebel Fund, SID Venture Partners, Pioneer Fund, SCM Advisors, BluePointe Capital

Tech stack

Amazon AlbAmazon CloudfrontAmazon Web ServicesAnt DesignApple Icloud MailCloudflare

Developer of a platform providing real-time intelligence for contact center operations. The platform offers AI agent assistance, conversation intelligence, and automation discovery. It helps businesses improve sales, customer care, retention, and collections. The platform integrates into existing environments and offers security and data privacy.

Funding rounds

• Nov 2024Series D$125M
• Mar 2022Series C$80M
• Mar 2021Series B$50M
• Jan 2021Series B—

Founders & team

Tim ShiCo-FounderZayd EnamCo-Founder & Co-CEOPing WuCo-CEO

Investors

Andreessen Horowitz, Greylock Partners, Sequoia Capital, Allen & Company, Porsche Ventures, Accenture

Tech stack

Amazon Web ServicesApple Icloud MailCloudflareGoogle AnalyticsGoogle Font ApiGoogle Hosted Libraries

AI based team performance platform for sales teams. It provides expert coaching, automates manager workflows, and offers insights to enhance sales team performance. It offers on-demand expert coaching on specific sales playbooks, helping sales teams make decisions.

Funding rounds

• Feb 2026Series A$4M

Founders & team

Dan AshCo-Founder / CTOAlistair McLeayCo-Founder & Co-CEOAlex McNaughtenCo-Founder & Co-CEO

Provider of real-time AI-powered assistance for screen and audio input. The AI system processes on screen content and audio from meetings, providing immediate answers and information without requiring user interaction beyond a key press. It operates discreetly, remaining invisible to others in shared screens or recordings. The AIs capabilities are applicable to various tasks, including meetings, sales calls, and individual work, offering context-aware responses and information retrieval. The system s design prioritizes seamless integration and unobtrusive operation.

Funding rounds

• Jun 2025Series A$15M
• Apr 2025Seed$5.3M

Founders & team

Alex ChenCo-Founder & Chief Technology OfficerNeel ShanmugamCo-Founder & COOChungin LeeCo-Founder & CEO

Investors

Abstract Ventures, Susa Ventures, Andreessen Horowitz

Tech stack

CloudflareCloudflare Bot ManagementCloudflare Browser InsightsCore-JsDatadogFacebook Pixel

Provider of AI powered sales demo tools. It is an AI platform that generates synthetic data to power sandbox, staging, and live demo environments for sales, product, and engineering teams. The platform uses intelligent agents and bots to simulate authentic user behavior. It creates dynamic, production-like interactions that evolve within the product. It integrates external ecosystems such as Salesforce, Gmail, and Google Meet, enabling teams to test complex workflows and cross-system orchestration. The platform optimizes product development, demo experiences, and helps teams to ship new features.

Funding rounds

• Jul 2025Series B$11.4M
• Jun 2022Seed$10M
• Jun 2021Seed$2.7M

Founders & team

Sam SeniorCo-Founder & CEO

Investors

Felicis Ventures, SignalFire, Firstminute Capital, AVG Basecamp Fund, Alumni Ventures

Tech stack

Amazon S3Amazon Web ServicesCloudflareCloudflare Bot ManagementCore-JsGoogle Analytics

AI based platform offering software for content optimization. The platform enables members to create and optimize more content and rank higher to boost visibility. The platform integrates with AI technology and enables businesses to generate content. It also provides products and tools to improve the quality of content for more customer engagement and communication.

Funding rounds

• Feb 2025Series B$30M
• Feb 2023Series A$20.8M
• Sep 2022Series A$10M
• 2022Series A$4.8M

Founders & team

Matt MillenCo-FounderSrinath SridharCEO & Co-Founder

Investors

Khosla Ventures, Scale Venture Partners, Foundation Capital, South Park Commons, Day One Ventures, StepStone Group

Tech stack

CloudflareCloudflare Bot ManagementCookieyesCore-JsDatadogGoogle Analytics

Provider of an AI-powered platform for outbound sales automation. The platform offers tools for B2B data, lead enrichment, and email outreach. It also provides features such as website visitor tracking and intent-triggered outbound capabilities. The platform automates repetitive tasks, allowing teams to focus on customer relationships.

Funding rounds

• Apr 2025Series A$25M
• Sep 2024Seed$11.5M
• May 2024Seed$7.3M
• Dec 2023Seed—

Founders & team

Sam StallingsCo-Founder & CPTOJaspar JackCo-Founder & CEO

Investors

Superscout, Y Combinator, HubSpot, Day One Ventures, Fellows Fund, 10x Founders

Tech stack

Amazon S3Amazon Web ServicesChili PiperCloudflareCloudflare Bot ManagementCookiebot

AI based platform for personalized and engaging email outreach. It is an AI-powered platform that helps automate and enhance sales outreach by creating personalized and engaging emails for prospects. It aims to improve the buyer experience and increase sales by avoiding generic messaging.

Funding rounds

• Sep 2025Seed$6.2M
• Jun 2025Seed$500K

Founders & team

Pablo RamosCo-FounderArnau AyerbeCo-Founder

Investors

Y Combinator, Base10 Partners, Eight Capital Management

Tech stack

Amazon S3Amazon SesAmazon Web ServicesCloudflareCloudflare Bot ManagementCore-Js

SaaS based lead generation solutions for enterprises. The platform unifies all the messaging APIs like Facebook Messenger, Whatsapp, Viber, and Telegram into one interface and allows companies to support customer queries through this instant chatbot.