Top 10 AI Tools for Growth Leadership to Scale Revenue

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During a monthly growth sync, the dashboards looked promising. CAC was steady. New signups were climbing.

But when the CFO asked, “Which initiatives moved revenue and which ones just moved metrics?” the answers got blurry.

Why so? Paid media data lives in one tool. Product activation metrics are in another. Sales pipeline insights are trapped in CRM reports. Growth experiments are tracked in decks, spreadsheets, and Slack threads.

The data exists, but it is fragmented across dashboards, spreadsheets, and tools.

As acquisition channels multiply, lifecycle journeys grow more complex, and revenue targets rise, the challenge for leaders is to ensure clarity across these systems. 

Ahead, we explore AI tools for growth leadership that unify fragmented insights, accelerate experimentation, and connect every initiative back to revenue impact. 📈

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What Should You Look for in AI Tools for Growth Leadership?

There are several foundational capabilities every growth leader should evaluate before committing to a platform:

  • Data unification across the funnel: Look for platforms that apply data-driven insights by combining product usage, marketing engagement, CRM records, and revenue data, enabling better decision-making without manual reconciliation
  • Actionability built into insights: Ensure insights translate directly into action, supporting AI-driven prioritization, routing, and execution within existing systems
  • Shared metrics and definitions: Select tools that align cross-functional teams around the same definitions to avoid organizational challenges caused by conflicting interpretations
  • Integration depth, not just breadth: Focus on AI integration that embeds insights into workflows rather than isolating them in dashboards
  • Revenue-level attribution and visibility: Connect behavioral data to outcomes so you can evaluate impact against organizational goals
  • Security, compliance, and governance: Ensure governance supports AI adoption at scale, particularly when working with customer data and external stakeholders
  • Contextual AI: The gen AI tool should understand your growth environment, not just answer prompts in isolation. It should reason across your experiments, metrics, campaign history, CRM updates, and product signals with full context intact

📮 ClickUp Insight: Only 10% of our survey respondents regularly use automation tools and actively seek new opportunities to automate.

This highlights a major untapped lever for productivity: most teams still rely on manual work that could be streamlined or eliminated.

ClickUp’s AI Agents make it easy to build automated workflows, even if you’ve never used automation before. With plug-and-play templates and natural language-based commands, automating tasks becomes accessible to everyone in the team!

💫 Real Results: QubicaAMF cut reporting time by 40% using ClickUp’s dynamic dashboards and automated charts—transforming hours of manual work into real-time insights.

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Top AI Tools for Growth Leadership at a Glance

Here’s a snapshot of the top AI tools and how they compare side by side, based on their ability to deliver key insights, improve team performance, and support leadership potential:

ToolKey featuresBest forPricing*
ClickUpWork management, cross-functional planning, dashboards, automations, docs, goal trackingCross-functional teams managing planning and execution in one systemFree Forever; Customization available for enterprises
6senseAccount-level intent data, buying stage modeling, orchestration across ads and outreachB2B teams prioritizing and engaging high-intent target accountsFree plan available, custom pricing
ZoomInfoB2B contact database, buyer intent, sales cadences, conversation intelligenceSales teams running high-volume outbound and prospectingCustom pricing
HubSpotCRM, marketing automation, content generation, reporting, AI assistantsGrowing teams running CRM, marketing, and sales in one platformFree plan available; Paid plans from $20/month per user
Adobe Marketo EngageMarketing automation, multi-touch attribution, lead scoring, campaign orchestrationB2B teams managing long sales cycles and complex campaignsCustom pricing
AmplitudeProduct analytics, behavioral insights, AI-driven analysis, experimentation supportProduct and growth teams focused on retention and behavior analysisFree plan available; Paid plans from $61/month
SalesforceCRM, revenue intelligence, AI agents, analytics, workflow automationLarge organizations managing complex revenue and customer workflowsPaid plans from $25/month per user
ClayData enrichment, AI web research, outbound list building, sequencingLean GTM teams building targeted outbound lists quicklyFree plan available; Paid plans from $149/month
DriftAI chat agents, meeting booking, lead qualification, conversational analyticsB2B teams converting high-intent website visitorsCustom pricing
Dynamic YieldPersonalization, experimentation, experience optimization across channelsTeams personalizing web, app, and commerce experiencesCustom pricing
*Please check each tool’s website for the latest pricing.
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The Best AI Tools for Growth Leadership

How we review software at ClickUp

Our editorial team follows a transparent, research-backed, and vendor-neutral process, so you can trust that our recommendations are based on real product value.

Here’s a detailed rundown of how we review software at ClickUp.

There’s no single best AI tool for growth leadership. The right choice depends on how your teams operate, how data flows through existing systems, and how effectively AI’s role is defined within leadership development programs.

Below is our roundup of the best AI tools you’ll find helpful:

1. ClickUp (Best for cross-functional teams planning and tracking work in one system)

Dream up and implement growth ideas with your creative collaborative partner—ClickUp AI

Let’s start with the in-house favorite: ClickUp for Marketing Teams. It brings planning, collaboration, documentation, and execution in a connected workspace, eliminating Work Sprawl.

What sets it apart from the other tools in this list? As the world’s first Converged AI Workspace, ClickUp AI is built directly into docs, chat, whiteboards, and more. You can summarize discussions, generate plans, and move from visuals to action without context switching.

Let’s look at some of its core AI convergence features:

A contextual AI inside your workspace 

ClickUp Brain is built into your work and understands the context of your tasks, docs, comments, and project data. 

Contextual AI provides work-aware answers, summarizes workspace activity, detects blockers, and generates content based on your real work data.

You can use it for these marketing use cases (among many others):

  • Automated campaign summaries: Ask ‘Summarize our latest Q4 campaign tasks, including progress, key blockers, and next steps’ and it’ll pull up status from tasks, comments, and docs
  • Cross-channel feedback insights: Paste campaign feedback or performance spreadsheets and then prompt ‘Highlight top user sentiment trends and recommended fixes.’ It’ll turn raw data into actionable insights without manual analysis
  • Instant content support: Use ClickUp Brain to draft email copy, social captions, or even support emails 
ClickUp Brain: ai tools for growth leadership
Get clear answers from your workspace data with ClickUp Brain

Let AI Super Agents do the gruntwork for you 

ClickUp’s AI Super Agents are AI teammates that adapt to changes in your workspace and take action based on your instructions. They can monitor spaces, respond to queries, create tasks, and organize work with minimal supervision.

ClickUp Super Agents
Embed an AI specialist in every key marketing workflow with ClickUp Super Agents

For instance, you can use them for: 

  • Experiment monitoring with real-time feedback: Set up an Agent to watch activation, retention, or conversion metrics and notify owners when performance drops below thresholds
  • Revenue-impact alerts: Create an Agent that flags pipeline shifts, deal stagnation, or CAC spikes and automatically assigns follow-up actions to the right growth owner
  • Cross-functional alignment triggers: Configure an Agent to detect when product updates, campaign launches, or pricing changes occur and automatically generate tasks for related teams

Here’s a walkthrough of what a Social Media AI Agent looks like in action 👇

A unified AI desktop for all your work 

Bring ClickUp Brain and ClickUp Agents’ power outside ClickUp into a dedicated AI desktop app. Unify search, AI models, and context from all your connected apps with ClickUp Brain MAX. It ends AI Sprawl by bringing multiple latest AI models into one app and surfaces work context wherever you need it.

ClickUp Brain: ai tools for growth leadership
Get a central AI hub and replace multiple point tools for contextual intelligence with ClickUp Brain MAX

You get: 

  • Unified search across tools: Avoid switching between Figma, Google Drive, and ClickUp with Enterprise AI Search 
  • Access to multiple external AI models: No need to use different LLMs for myriad tasks, get access to ChatGPT, Claude, Gemini, and more in a centralized workspace 
  • Voice-to-task drafting: Use ClickUp Talk to Text to dictate meeting notes or campaign ideas. BrainGPT will turn spoken thoughts into actionable work without typing 
  • Cross-app insights: Ask ‘Summarize competitive trends from recent web pages and link sources,’ and Brain MAX will give you market research with citations tied back to your growth marketing strategy docs 

Turn scattered growth ideas into revenue-driven experiments

ClickUp’s Growth Experiments Whiteboard Template gives your team a visual system to move from ideation to analysis without losing context.

It solves the chaos of managing experiments across slides, spreadsheets, and Slack threads by centralizing everything into one collaborative workflow.

Create a comprehensive plan for all your growth experiments with ClickUp’s Growth Experiment Whiteboard Template

 Here’s why you’ll love this template:

  • Clear stage-based structure: Organize experiments across Ideation, Planning, Implementation, Testing, and Analysis so nothing gets stuck mid-funnel
  • Visual prioritization: See which growth bets are active, delayed, or ready for rollout at a glance without digging through reports.
  • Cross-functional alignment: Product, marketing, and revenue teams collaborate in one shared canvas instead of separate tools

Translate data into clear growth leadership insights

As a growth leader, you need a quick way to turn scattered performance signals into structured insights to be shared with stakeholders. 

ClickUp’s Analytics Report Template consolidates performance metrics such as session data, funnel movement, and campaign signals into executive-ready insights.

Use ClickUp’s Analytics Report Template to track, analyze, and report on key growth and performance metrics

Here’s why you’ll love this template:

  • Executive-ready structure: Present total sessions, trends, traffic breakdowns, and performance shifts in a format leadership can review at a glance 
  • Standardized reporting cadence: Eliminate one-off spreadsheets and create a repeatable weekly or monthly analytics rhythm
  • Signal over noise: Highlight meaningful changes such as spikes, drops, and channel shifts instead of overwhelming stakeholders with raw exports

ClickUp best features

  • Turn growth discussions into action with ClickUp Chat. Connect live conversations to tasks, experiments, and metrics so real-time feedback flows directly into execution
  • Centralize experiment briefs, growth hypotheses, revenue models, and post-mortems in ClickUp Docs that stay linked to tasks and dashboards
  • Map funnels, lifecycle journeys, and experimentation roadmaps visually. Use collaborative ClickUp Whiteboards to pressure-test growth initiatives before committing engineering or marketing resources
  • Trigger experiment follow-ups, metric alerts, ownership changes, and lifecycle workflows automatically with ClickUp Automations
  • Sync CRM, analytics, ad platforms, and product data so acquisition, activation, and revenue signals live in one operational layer using ClickUp Integrations 
  • Use ClickUp Dashboards to build real-time growth command centers that consolidate acquisition, activation, retention, and revenue metrics into one unified view

ClickUp limitations

  • Its advanced features take time to get used to

ClickUp pricing

free forever
Best for individual users
Free Free
Key Features:
60MB Storage
Unlimited Tasks
Unlimited Free Plan Members
unlimited
Best for small teams
$7 $10
per user per month
Everything in Free +
Unlimited Storage
Unlimited Folders and Spaces
Unlimited Integrations
business
Best for mid-sized teams
$12 $19
per user per month
Everything in Unlimited +
Google SSO
Unlimited Message History
Unlimited Mind Maps
enterprise
Best for many large teams
Get a custom demo and see how ClickUp aligns with your goals.
Everything in Business +
White Labeling
Conditional Logic in Forms
Subtasks in Multiple Lists
* Prices when billed annually
The world's most complete work AI, starting at $9 per month
ClickUp Brain is a no Brainer. One AI to manage your work, at a fraction of the cost.
Try for free

ClickUp ratings and reviews

  • G2: 4.7/5 (10,850+ reviews)
  • Capterra: 4.6/5 (4,500+ reviews)

What are real-life users saying about ClickUp?

A G2 user says:

ClickUp brings all our tasks, documents, goals, and time tracking into one unified workspace. We’ve been using it since 2018, and it’s incredibly flexible for managing both internal workflows and client projects. The customizable views (List, Board, Calendar, etc.) and detailed automation options save us hours each week. Plus, their frequent feature updates show they’re serious about improving the platform.

2. 6sense (Best for B2B teams prioritizing target accounts using intent data)

6sense dashboard: ai tools for growth leadership
via 6sense

6sense is an ABM platform that unifies your web, ad, email, and sales data into a single AI-enabled system.

It provides predictive analytics that help senior leaders like you anticipate demand and prepare leaders to act earlier in the buying cycle.

6sense enables automated orchestration. For example, based on an account’s Buying Stage (e.g., Awareness vs. Decision), the platform can automatically enroll contacts in specialized email sequences or alert a rep to call.

6sense can also identify companies researching in stealth mode, long before they ever fill a form or speak to sales. It does so by correlating fragmented signals, like IP data, cookies, and content consumption.

6sense best features

  • Route ad spend across LinkedIn, Meta, Google, and programmatic channels based on which accounts enter buying mode in real-time
  • Detect buying signals, prioritize accounts showing real purchase intent, deliver relevant messaging, and connect with buyers during their research phase
  • Automate role-specific follow-ups the same day an event ends, so every attendee receives relevant outreach without CSV exports, list cleanup, or one-off workflows

6sense limitations

  • Initial configuration and report creation are noted as challenges that demand considerable effort and expertise to get full value

6sense pricing

  • Free trial 
  • Enterprise pricing 

6sense ratings and reviews

  • G2: 4.2/5 (2,000+ reviews)
  • Capterra: 4.6/5 (25+ reviews)

What are real-life users saying about 6sense?

A G2 user says:

6sense provides powerful intent data and predictive insights that help prioritize high value accounts and focus sales and marketing efforts more effectively. The account insights, buying stage visibility, and segmentation capabilities enable better targeting and personalization. It also integrates well with CRM, making performance tracking more streamlined.

👀 Did You Know? According to a global study of over 1,200 L&D and functional leaders, one of the top leadership challenges today is developing leaders who can embrace continuous disruption and connect data-driven insight to growth outcomes.

3. ZoomInfo Sales (Best for sales teams sourcing leads and running high-volume outbound)

Do you want to build an account database based on your Ideal Customer Profiles (ICPs) and reach relevant decision-makers? ZoomInfo Sales, a B2B sales prospecting software, can help address common real-world challenges in outbound prospecting.

It gives you access to over 70 million direct dial phone numbers and more than 174 million verified email addresses.

Through its Engage/Chorus modules, ZoomInfo Sales records and transcribes every sales meeting. It then uses AI to track deal risks (e.g., a competitor being mentioned) or buying signals (e.g., pricing questions).

Beyond keyword-based intent, ZoomInfo stands out for its event-based triggers. It alerts your team to changes within ICP accounts. For example, you may find that a company has raised $50M, hired a new CMO, or added a competitor’s product to its stack. This enables your team to take timely, relevant action.

ZoomInfo Sales best features

  • Design and run multi-touch sales cadences across phone and email from a single workflow
  • Analyze customer interactions, understand why deals are won or lost, and forecast the pipeline with robust data analysis
  • Use buyer intent, web activity, fit scoring, and ZoomInfo’s Chrome extension to identify and prioritize the accounts most likely to convert

ZoomInfo Sales limitations

  • Importing records into CRM, assigning them to reps, or tagging campaigns may feel cumbersome and unintuitive

ZoomInfo Sales pricing

  • ZoomInfo Professional: Custom pricing
  • Copilot Advanced: Custom pricing
  • Copilot Enterprise: Custom pricing

ZoomInfo Sales ratings and reviews

  • G2: 4.5/5 (8,930+ reviews)
  • Capterra: 4.1/5 (300+ reviews)

What are real-life users saying about ZoomInfo Sales?

A G2 user says:

ZoomInfo enhances both our sales and marketing efforts by allowing a one stop shop for the contact information for the retailers and grocers that we are actively looking to do business with. The program is easy to use. We use ZoomInfo every day and it has become part of our process. The automations that can be set up allow us to be informed of leads before our competitors.

4. HubSpot (Best for growing teams running CRM, marketing, and sales in one platform)

HubSpot is a cloud-based CRM platform that centralizes marketing, sales, and customer data. , making it easier to integrate AI into everyday revenue workflows.

With its Smart CRM, you can define custom objects, events, scoring rules, and calculations to model how your business operates.

Records are automatically enriched using data from emails, calls, website activity, and HubSpot’s own dataset, so profiles stay current without manual updates.

On top of that, you can ask HubSpot questions in plain language across CRM records, conversations, documents, and connected sources, and get answers instantly without switching tools or waiting on reports.

HubSpot best features

  • Blend first- and third-party data and keep it synchronized across your stack, with real-time, bidirectional integrations across cloud storage and 100+ tools
  • Use content agents to generate high-quality landing pages and blogs, then remix each asset into multiple on-brand formats
  • Create sophisticated call flows with interactive voice response phone trees and enable team routing and transfers

HubSpot limitations

  • Pricing increases quickly as your database, team size, and automation needs grow, turning the platform into a huge long-term investment

HubSpot pricing

  • Free
  • Starter: Starts at $20/month per user
  • Professional: Starts at $100/month per user
  • Enterprise: Starts at $150/month per user

HubSpot ratings and reviews

  • G2: 4.4/5 (34,500+ reviews)
  • Capterra: 4.5/5 (4,400+ reviews)

What are real-life users saying about HubSpot?

A G2 user says:

HubSpot’s main advantage is its comprehensive all-in-one ecosystem. The automation workflows are highly intuitive, enabling us to nurture leads efficiently without needing to intervene manually all the time. I especially value how smoothly the landing page builder connects with our analytics, providing a clear and real-time perspective on our customer journey. It truly bridges the gap between our marketing efforts and data-driven results.

🎥 Bonus: If you’re still wondering whether to adopt product-led or customer-led growth, this video is for you 👇

5. Marketo Engage (Best for B2B teams managing long sales cycles and complex campaigns)

As a growth leader, you’re often asked: “Can we trace a dollar of marketing spend to actual revenue?” Marketo Engage, an AI-powered marketing automation platform, helps close attribution gaps while improving tracking progress across long sales cycles.

Using it, you can manage cross-channel acquisition and nurturing, leverage native CRM integrations to keep sales and marketing data in sync, and grow predictable pipelines.

For emerging leaders, it offers industry-leading Multi-Touch Attribution (MTA). It tracks every touchpoint, from the first anonymous ad click to the final pre-sale webinar, and maps it back to revenue in the CRM system.

To prevent brand drift and one-off campaign sprawl, Marketo also provides Program Templates and Cloning features. That means a central team can define a Perfect Webinar Program, and regional or product teams can clone it, changing only variables like date, speaker, or segment.

Marketo Engage best features

  • Orchestrate one-time and recurring email campaigns or send them based on real-time customer behaviour, audience changes, and updates to your CRM
  • Generate multi-step customer journeys from briefs, text, images, or voice prompts to dramatically reduce campaign build time and accelerate go-to-market execution
  • Track high-value engagement signals from prospects, such as videos watched or surveys completed, and use them to drive precise segmentation across channels

Marketo Engage limitations

  • The platform is operationally heavy, often requiring a dedicated marketing ops person just to run it, which makes it impractical for smaller organizations

Marketo Engage pricing

  • Custom pricing

Marketo Engage ratings and reviews

  • G2: 4.1/5 (3,000+ reviews)
  • Capterra: 4.3/5 (700+ reviews)

What are real-life users saying about Marketo Engage?

A G2 user says:

What I like most about Adobe Marketo Engage is its power and control for B2B marketing automation. It handles complex lead management, scoring, lifecycle tracking, and multi-step nurturing far better than lighter tools, especially for organizations with long sales cycles and multiple touchpoints. The flexibility of smart lists, smart campaigns, and tokens makes it possible to build highly customized automation while keeping it scalable.

6. Amplitude AI (Best for product teams analyzing behavior and improving retention)

Amplitude AI is an AI analytics platform that helps you track, visualize, and analyze user behavior across web and mobile apps.

It performs a Semantic Search of your company’s existing dashboards and documentation first. So if, for instance, a colleague already built that chart, it shows you theirs to ensure a single version of the truth.

Amplitude also gives you access to growth agents that act as digital teammates. You set a goal (e.g., Increase D7 Retention for the Education segment). The agent then automatically monitors behavior, identifies friction points, and suggests specific A/B tests or feature flag adjustments.

Amplitude’s Automated Insights mimics an expert analyst. For instance, if your checkout conversion drops 15%, the AI alerts you and also chains together tool calls—checking recent feature flags, marketing campaigns, and device-specific cohorts—to find the why.

Amplitude AI best features

  • Query product and growth data in plain language and instantly visualize answers as charts and tables, removing dependence on analysts for everyday decisions
  • Automatically normalize UTMs and referrers into clean channels, creating a reliable foundation for acquisition analysis
  • Keep tabs on return on ad spend across Google, Meta, and your data warehouse to guide budget reallocation

Amplitude AI limitations

  • Some pricing plans cap visualizations at a one-year window, which restricts the ability to view long-term performance and multi-year trends at a glance

Amplitude AI pricing

  • Starter: Free
  • Plus: Starts at $61/month
  • Growth: Custom pricing
  • Enterprise: Custom pricing

Amplitude AI ratings and reviews

  • G2: 4.5/5 (3,100+ reviews)
  • Capterra: 4.6/5 (65+ reviews)

What are real-life users saying about Amplitude AI?

A G2 user says:

I love that Amplitude Analytics is a super powerful tool that picks up a huge amount of data and constructs it into easy-to-understand dashboards. I appreciate being able to look at what features specific customers are using or not using, and get a general picture as a whole of how our tool is being used.

7. Salesforce (Best for large organizations managing complex revenue workflows)

Do you want a 360-degree view of the customer journey? Consider using Salesforce, a cloud-based CRM system.

When your product signals are wired into Salesforce, it becomes a real-time system of record. An end customer’s in-app action can be reflected on their profile within moments. This gives your customer-facing team immediate visibility into live behavior.

That means outreach can be driven by what just happened, not last week’s data. Salesforce also leverages Einstein AI to move from descriptive analytics (what happened) to predictive insights (what will happen).

It identifies at-risk deals before they slip and identifies winning patterns from top performers that can be codified across the entire team to adjust product-led growth initiatives.

Moreover, unlike generic chatbots, Salesforce Agentforce Agents can perform tasks inside the CRM, such as qualifying a lead, researching a company’s financial reports, updating a deal stage, and drafting a bespoke contract.

Salesforce best features

  • Seamlessly onboard partners, launch joint campaigns, and manage currencies between partners and your programmes from a single system
  • Utilize AI Agents to automatically summarize case resolutions and build a knowledge base, improving frontline performance from day one
  • Stream CRM analytics into Slack to find, share, and discuss insights through automated subscriptions and real-time alerts

Salesforce limitations

  • Large implementations with heavy automation on the platform can experience latency or stability issues if flows and processes aren’t carefully optimized

Salesforce pricing

  • CRM:
    • Salesforce Starter: $25/month per user
    • Salesforce Pro: $100/month per user
  • Analytics:
    • Tableau: $75+/month per user
    • CRM Analytics: $140+/month per user
    • Revenue Intelligence: $250/month per user
  • Einstein: Custom pricing

Salesforce ratings and reviews

  • G2: 4.5/5 (3,800+ reviews)
  • Capterra: 4.4/5 (380+ reviews)

What are real-life users saying about Salesforce?

A G2 user says:

Salesforce Platform is integral to my daily operations, helping me stay organized and efficient. I value its ability to centralize all customer information, making case management easier and more manageable. I like how I can create and manage customer requests, which keeps everything easy to track and organize. It allows me to prioritize tasks, monitor the status of each case, and maintain clear communication with customers and internal teams.

👀 Did You Know? The concept of ‘virality’ existed long before social media management. In the early 1900s, word-of-mouth contagion models were studied alongside epidemiology, shaping how marketers later understood referral loops and network effects.

8. Clay (Best for lean GTM teams building targeted outbound lists fast) 

Clay dashboard: ai tools for growth leadership
via Clay

Clay is an AI data platform for Go-to-Market (GTM) teams that lets you enrich inbound leads with 150+ data points and integrated AI research.

It uses a waterfall enrichment technique that queries multiple third-party data providers in sequence. If one source can’t find a verified email or phone number, Clay automatically checks the next. This improves coverage and match rates compared to single-source enrichment tools.

You can also instruct Clay to visit each company’s site, check its Careers page, identify open roles, and summarize recent product launches using AI web scraping and LLMs, then use that context to generate a personalized opening line.

Clay best features

  • Define custom taxonomies, normalize fields, like company names and revenue ranges, and maintain audit trails for compliance
  • Equip sales reps with personalized email copy written citing AI web research, high-quality phone numbers, and automated sequencing
  • Easily build, test, and iterate on new growth ideas (like trigger-based outreach for job changes or funding events) using its spreadsheet-like interface

Clay limitations

  • With so many data sources and customization options, the platform can feel overwhelming for non-technical users

Clay pricing

  • Free
  • Starter: $149/month
  • Explorer: $349/month
  • Pro: $800/month
  • Enterprise: Custom pricing

Clay ratings and reviews

  • G2: 4.8/5 (180+ reviews)
  • Capterra: Not enough reviews

What are real-life users saying about Clay?

A G2 user says:

I really like the interactivity and ease of use of Clay. It integrates with many of the tools and sources I already use, making it convenient to use. I also really appreciate the Sculptor and Sequencer, which have been powerful for experimenting with outbound campaigns, finding look-alike contacts, and generating outreach copy.

9. Drift (Best for B2B teams converting high-intent website visitors via chat) 

Drift dashboard
via Drift

Drift is an AI conversational marketing and sales platform. Using AI Playbooks, it can qualify website visitors, answer common technical questions, and route or book meetings directly on an account executive’s calendar.

More recently, Drift has moved beyond rigid button bots toward generative AI agents trained on a large corpus of B2B conversations. These agents can handle open-text questions about pricing, integrations, and security, rather than forcing visitors through predefined menus.

In practice, this lets you extend real-time sales coverage across regions and time zones without expanding your frontline team, which is helpful when you’re trying to build a growth team without adding immediate headcount.

Drift best features

  • Routes high-value or ICP-matched leads from static forms into real-time chat or embedded scheduling flows
  • Aggregate every LinkedIn thread into one dashboard so you can audit conversation quality and response velocity team-wide
  • Analyze every in-flight deal to detect risk, momentum, and next-best actions, making the pipeline a live execution touchpoint for your team

Drift limitations

  • Multi-system integrations and custom implementations on the platform can become complex, demanding specialized expertise

Drift pricing

  • Custom pricing

Drift ratings and reviews

  • G2: 4.4/5 (1,200+ reviews)
  • Capterra: 4.5/5 (190+ reviews)

What are real-life users saying about Drift?

A G2 user says:

What I appreciate most about Drift is its ability to transform website chats into immediate sales opportunities. The platform efficiently routes complex customer inquiries to the appropriate representative, allows for instant meeting scheduling, and integrates smoothly with marketing tools such as HubSpot, Salesforce, and Adobe Marketo. Drift is especially well-suited for B2B SaaS companies aiming to accelerate their sales pipeline.

10. Dynamic Yield (Best for teams personalizing experiences across web, app, and commerce) 

How do you ensure every customer sees the right experience at the right moment, wherever they interact with you? Use Dynamic Yield, an AI personalization and experience optimization platform.

With its Experience OS, you can algorithmically match experiences to user intent and predict next actions, making it a strong complement to strategic planning software used for experience-led growth.

Dynamic Yield continuously tests, learns, and adapts, allowing you to move beyond static segments into per-user decisioning across channels.

It ensures that if, for example, a user sees a 20% off boots offer on your website, they don’t see a 10% off coats offer in their email 5 minutes later. Dynamic Yield synchronizes the experience across web, mobile apps, email drips, and even kiosks or POS systems.

Plus, its flexible data architecture and open API allow it to integrate with CMS platforms, eCommerce systems, DMPs, AI marketing tools, tag managers, and analytics stacks.

Dynamic Yield best features

  • Access dozens of advanced strategies, from AffinityML to geo-based predictive targeting, and power them with contextual, CRM, loyalty, and in-store data to deliver more profitable recommendations
  • Build experiments and optimize experiences for any audience group with a “What You See Is What You Get” Editor without the help of design or development
  • Select the right KPI for each personalization and experimentation campaign to ensure you’re optimizing towards the right objectives

Dynamic Yield limitations

  • Despite being “no-code,” advanced use cases and A/B testing still require custom development, creating an ongoing dependency on engineering teams

Dynamic Yield pricing

  • Custom pricing

Dynamic Yield ratings and reviews

  • G2: 4.5/5 (100+ reviews)
  • Capterra: Not enough reviews

What are real-life users saying about Dynamic Yield?

A G2 user says:

Dynamic Yield is a best-in-class personalization platform that has significantly scaled our personalization efforts across multiple brands. Its robust segmentation and targeting tools enable us to deliver impactful, data-driven campaigns across web, mobile, and email, creating a seamless omnichannel experience.

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Carry Your Growth Strategy Across the Finish Line with ClickUp

Most AI tools for growth leadership sit beside your work. ClickUp’s Converged AI Workspace operates inside it.

ClickUp combines AI with live projects, tasks, documents, conversations, and timelines in one system. That means AI understands not just what you’re asking—but what’s already happening, what’s blocked, and what needs to move next.

The edge comes from Convergence:

  • Context lives where work happens, not in copied prompts
  • Ownership and timelines add accountability 
  • Your AI teammates, Super Agents, do the heavy lifting for you 

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