{
  "schema_version": 1,
  "category": "CRM software",
  "slug": "crm-software",
  "niche": "b2b_saas",
  "niche_name": "B2B SaaS",
  "niche_short": "B2B SaaS",
  "description": "Which CRM platforms do AI engines recommend when B2B SaaS founders and revenue teams ask what to use to manage pipeline, contacts and deals?",
  "audience": "B2B SaaS founders, revenue/sales leaders, and growth + marketing leaders",
  "methodology": {
    "metric": "share-of-model",
    "metric_definition": "Share-of-model = the percentage of all product recommendations, across every buyer prompt and engine, that name a given product. It answers: when an AI recommends something in this category, how often is it this product?",
    "runs_per_prompt_per_engine": 10,
    "engines": [
      "Perplexity",
      "Google Gemini",
      "ChatGPT (OpenAI)",
      "Claude (Anthropic)",
      "Grok (xAI)"
    ],
    "engine_keys": [
      "perplexity",
      "gemini",
      "openai",
      "anthropic",
      "grok"
    ],
    "engines_measured": [
      "Perplexity",
      "Google Gemini",
      "ChatGPT (OpenAI)",
      "Claude (Anthropic)",
      "Grok (xAI)"
    ],
    "engine_keys_measured": [
      "perplexity",
      "gemini",
      "openai",
      "anthropic",
      "grok"
    ],
    "min_n_per_engine": 5,
    "coverage_note": "",
    "n_prompts": 10,
    "total_answers": 500,
    "errors": 0,
    "confidence_interval": "Wilson score interval, 95% (z=1.96)",
    "sample_size_note": "n=500: this supports a ±5pp claim (~±4pp at this n; ~385 answers needed for ±5pp).",
    "provenance": {
      "surface": "api",
      "mode": "live",
      "region": "US/English",
      "engines": [
        {
          "engine": "perplexity",
          "display": "Perplexity",
          "model": "sonar",
          "api_version": "api.perplexity.ai/chat/completions",
          "grounding": true
        },
        {
          "engine": "gemini",
          "display": "Gemini",
          "model": "gemini-2.5-flash",
          "api_version": "generativelanguage/v1beta:generateContent",
          "grounding": true
        },
        {
          "engine": "openai",
          "display": "ChatGPT",
          "model": "gpt-4.1",
          "api_version": "api.openai.com/v1/responses",
          "grounding": true
        },
        {
          "engine": "anthropic",
          "display": "Claude",
          "model": "claude-sonnet-4-5",
          "api_version": "api.anthropic.com/v1/messages (2023-06-01)",
          "grounding": true
        },
        {
          "engine": "grok",
          "display": "Grok",
          "model": "grok-3",
          "api_version": "api.x.ai/v1/chat/completions",
          "grounding": true
        }
      ],
      "grounding_all_on": true,
      "approximation_note": "API answers approximate, but do not exactly replicate, what a human sees in the consumer app (different system prompts, tools, and browsing defaults).",
      "consumer_surfaces": [
        {
          "key": "google_ai_overview",
          "label": "Google AI Overview",
          "via": "dataforseo",
          "grounding": true,
          "note": "Zero-click AI answer block on Google SERPs; no official API — measured via the DataForSEO AI Mode SERP. A clicked citation passes to analytics as google/organic, so referral tracking under-counts it (see GSC's Generative-AI report)."
        },
        {
          "key": "google_ai_mode",
          "label": "Google AI Mode",
          "via": "dataforseo",
          "grounding": true,
          "note": "Google's conversational AI search; no official API — measured via DataForSEO."
        },
        {
          "key": "chatgpt_consumer",
          "label": "ChatGPT (consumer app)",
          "via": "dataforseo",
          "grounding": true,
          "note": "The consumer ChatGPT app (system prompt, tools, browsing defaults) differs from the API; measured via the DataForSEO LLM scraper, not our API adapter."
        },
        {
          "key": "bing_copilot_answers",
          "label": "Bing's Copilot answers",
          "via": "dataforseo",
          "grounding": true,
          "note": "Microsoft's AI answer block on Bing search results (Copilot Search); a separate search surface from the standalone Microsoft Copilot engine — no official public API, measured via the DataForSEO Bing SERP ai_overview element (the same modality already used for Google AI Overview)."
        },
        {
          "key": "copilot_workiq",
          "label": "Microsoft Copilot (Work IQ)",
          "via": "workiq",
          "grounding": true,
          "note": "Microsoft 365 Copilot's synthesized answer + citations via the Work IQ Chat API. TENANT-SCOPED and therefore DISQUALIFIED as a brand-visibility measurement source (X43) - named here so the surface stays describable, never measured."
        }
      ],
      "captured_at_utc": "2026-08-07T22:38:00+00:00"
    },
    "detection": "A product is counted as 'recommended' when its name or a known alias is mentioned (case-insensitive, word-boundary aware) in the answer. Citations are counted when the product's own domain appears in the answer's source links. Detection is heuristic — a mention is not always a positive endorsement.",
    "mode": "live",
    "is_illustrative": false
  },
  "pre_registration": {
    "prompts_hash": "099ea0406f801fe0",
    "n_prompts": 10,
    "brand_universe": [
      "Attio",
      "Close",
      "Copper",
      "Folk",
      "Freshsales",
      "HubSpot",
      "Pipedrive",
      "Salesforce",
      "Zoho CRM",
      "monday CRM"
    ],
    "brand_universe_hash": "fd371488ada9f4e5",
    "n_brands": 10,
    "metric": "share-of-model",
    "metrics_declared": [
      "share_of_model",
      "appearance_rate",
      "citation_rate"
    ],
    "frozen_before_run": true,
    "mode": "live",
    "note": "Prompt set + brand universe + metrics were pre-registered (fixed) before this run; the published leaderboard is drawn only from this universe — no post-hoc cherry-picking."
  },
  "coi": {
    "policy": "exclude_own_clients",
    "applies": true,
    "client_domains_checked": 0,
    "excluded": [],
    "disclosure": "Clear Cited excludes its own clients from this public ranked Index to avoid a conflict of interest. Excluded brands may still be measured, but are not ranked here; the policy is disclosed rather than the exclusion hidden."
  },
  "license": {
    "name": "CC BY 4.0",
    "url": "https://creativecommons.org/licenses/by/4.0/"
  },
  "prompts": [
    "What's the best CRM software for a B2B SaaS startup in 2026?",
    "Best CRM for an early-stage SaaS sales team?",
    "HubSpot vs Salesforce for a growing B2B SaaS company?",
    "Pipedrive vs HubSpot for a small sales team?",
    "Most cost-effective CRM for a seed-stage B2B SaaS?",
    "Best CRM for a founder-led sales motion at a startup?",
    "What's a good Salesforce alternative for a budget-conscious startup?",
    "Best lightweight CRM for a product-led B2B SaaS?",
    "Which CRM integrates best with a modern B2B SaaS marketing stack?",
    "What CRM software do B2B SaaS revenue teams recommend?"
  ],
  "products_field": [
    {
      "name": "HubSpot",
      "domain": "hubspot.com"
    },
    {
      "name": "Salesforce",
      "domain": "salesforce.com"
    },
    {
      "name": "Pipedrive",
      "domain": "pipedrive.com"
    },
    {
      "name": "Close",
      "domain": "close.com"
    },
    {
      "name": "Attio",
      "domain": "attio.com"
    },
    {
      "name": "Zoho CRM",
      "domain": "zoho.com"
    },
    {
      "name": "Copper",
      "domain": "copper.com"
    },
    {
      "name": "Folk",
      "domain": "folk.app"
    },
    {
      "name": "Freshsales",
      "domain": "freshworks.com"
    },
    {
      "name": "monday CRM",
      "domain": "monday.com"
    }
  ],
  "run_date": "2026-08-07",
  "last_updated": "2026-08-07",
  "leaderboard": [
    {
      "product": "HubSpot",
      "domain": "hubspot.com",
      "mentions": 487,
      "share_of_model": 0.2317,
      "share_ci": [
        0.2141,
        0.2502
      ],
      "appearance_rate": 0.974,
      "appearance_ci": [
        0.956,
        0.9847
      ],
      "citation_rate": 0.106,
      "citations": 53,
      "by_engine": {
        "perplexity": {
          "appearance_rate": 1.0,
          "appearance_ci": [
            0.963,
            1.0
          ],
          "n": 100,
          "mentions": 100
        },
        "gemini": {
          "appearance_rate": 0.97,
          "appearance_ci": [
            0.9155,
            0.9897
          ],
          "n": 100,
          "mentions": 97
        },
        "openai": {
          "appearance_rate": 0.9,
          "appearance_ci": [
            0.8256,
            0.9448
          ],
          "n": 100,
          "mentions": 90
        },
        "anthropic": {
          "appearance_rate": 1.0,
          "appearance_ci": [
            0.963,
            1.0
          ],
          "n": 100,
          "mentions": 100
        },
        "grok": {
          "appearance_rate": 1.0,
          "appearance_ci": [
            0.963,
            1.0
          ],
          "n": 100,
          "mentions": 100
        }
      },
      "rank": 1
    },
    {
      "product": "Pipedrive",
      "domain": "pipedrive.com",
      "mentions": 410,
      "share_of_model": 0.1951,
      "share_ci": [
        0.1787,
        0.2125
      ],
      "appearance_rate": 0.82,
      "appearance_ci": [
        0.7839,
        0.8512
      ],
      "citation_rate": 0.022,
      "citations": 11,
      "by_engine": {
        "perplexity": {
          "appearance_rate": 0.86,
          "appearance_ci": [
            0.7786,
            0.9147
          ],
          "n": 100,
          "mentions": 86
        },
        "gemini": {
          "appearance_rate": 0.81,
          "appearance_ci": [
            0.7222,
            0.8749
          ],
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          "mentions": 81
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        "openai": {
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            0.8416
          ],
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        "anthropic": {
          "appearance_rate": 0.85,
          "appearance_ci": [
            0.7672,
            0.9069
          ],
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          "mentions": 85
        },
        "grok": {
          "appearance_rate": 0.81,
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            0.7222,
            0.8749
          ],
          "n": 100,
          "mentions": 81
        }
      },
      "rank": 2
    },
    {
      "product": "Salesforce",
      "domain": "salesforce.com",
      "mentions": 293,
      "share_of_model": 0.1394,
      "share_ci": [
        0.1252,
        0.1549
      ],
      "appearance_rate": 0.586,
      "appearance_ci": [
        0.5423,
        0.6284
      ],
      "citation_rate": 0.022,
      "citations": 11,
      "by_engine": {
        "perplexity": {
          "appearance_rate": 0.49,
          "appearance_ci": [
            0.3942,
            0.5865
          ],
          "n": 100,
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        },
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          "appearance_rate": 0.57,
          "appearance_ci": [
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            0.6627
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        "openai": {
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          "appearance_ci": [
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            0.6439
          ],
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        "anthropic": {
          "appearance_rate": 0.48,
          "appearance_ci": [
            0.3846,
            0.5768
          ],
          "n": 100,
          "mentions": 48
        },
        "grok": {
          "appearance_rate": 0.84,
          "appearance_ci": [
            0.7558,
            0.899
          ],
          "n": 100,
          "mentions": 84
        }
      },
      "rank": 3
    },
    {
      "product": "Attio",
      "domain": "attio.com",
      "mentions": 274,
      "share_of_model": 0.1304,
      "share_ci": [
        0.1166,
        0.1454
      ],
      "appearance_rate": 0.548,
      "appearance_ci": [
        0.5042,
        0.5911
      ],
      "citation_rate": 0.0,
      "citations": 0,
      "by_engine": {
        "perplexity": {
          "appearance_rate": 0.4,
          "appearance_ci": [
            0.3094,
            0.498
          ],
          "n": 100,
          "mentions": 40
        },
        "gemini": {
          "appearance_rate": 0.46,
          "appearance_ci": [
            0.3656,
            0.5574
          ],
          "n": 100,
          "mentions": 46
        },
        "openai": {
          "appearance_rate": 0.68,
          "appearance_ci": [
            0.5834,
            0.7633
          ],
          "n": 100,
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        "anthropic": {
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          "appearance_ci": [
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            0.6627
          ],
          "n": 100,
          "mentions": 57
        },
        "grok": {
          "appearance_rate": 0.63,
          "appearance_ci": [
            0.5322,
            0.7182
          ],
          "n": 100,
          "mentions": 63
        }
      },
      "rank": 4
    },
    {
      "product": "Zoho CRM",
      "domain": "zoho.com",
      "mentions": 213,
      "share_of_model": 0.1013,
      "share_ci": [
        0.0891,
        0.115
      ],
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        0.4697
      ],
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        "perplexity": {
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        "gemini": {
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            0.5278
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            0.4063
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          "n": 100,
          "mentions": 31
        }
      },
      "rank": 5
    },
    {
      "product": "Close",
      "domain": "close.com",
      "mentions": 170,
      "share_of_model": 0.0809,
      "share_ci": [
        0.07,
        0.0933
      ],
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        0.2998,
        0.3826
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      "citations": 31,
      "by_engine": {
        "perplexity": {
          "appearance_rate": 0.42,
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            0.5179
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      "product": "Freshsales",
      "domain": "freshworks.com",
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      "share_of_model": 0.0633,
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        0.0536,
        0.0745
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      "rank": 7
    },
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      "product": "Folk",
      "domain": "folk.app",
      "mentions": 63,
      "share_of_model": 0.03,
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        0.0235,
        0.0382
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      "rank": 8
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      "share_of_model": 0.0181,
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      "rank": 9
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      "domain": "monday.com",
      "mentions": 21,
      "share_of_model": 0.01,
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            0.0545
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          "n": 100,
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            0.0018,
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        }
      },
      "rank": 10
    }
  ],
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    "off_site_pct": 0.9514,
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        "first_party": false,
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        "domain": "reddit.com",
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      "Best CRM for an early-stage SaaS sales team?",
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      "Most cost-effective CRM for a seed-stage B2B SaaS?",
      "Best CRM for a founder-led sales motion at a startup?",
      "What's a good Salesforce alternative for a budget-conscious startup?",
      "Best lightweight CRM for a product-led B2B SaaS?",
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      "gaps": [
        "maintain the lead as engines shift; defend citation share"
      ]
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  ],
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    "When AI recommends CRM software, the top 3 by share-of-model are HubSpot, Pipedrive, Salesforce — measured over 10+ runs per engine, not a single screenshot.",
    "Even the CRM software leader, HubSpot, swings from 100% on Perplexity to 90% on ChatGPT (OpenAI). AI visibility is engine-specific."
  ],
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    {
      "niche": "b2b_saas",
      "niche_short": "B2B SaaS",
      "category": "CRM software",
      "slug": "crm-software",
      "text": "HubSpot leads our AI Visibility Index for CRM software at 23% share-of-model across 5 AI engines.",
      "hashtags": [
        "#B2BSaaS",
        "#SaaS",
        "#GTM",
        "#AEO",
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    },
    {
      "niche": "b2b_saas",
      "niche_short": "B2B SaaS",
      "category": "CRM software",
      "slug": "crm-software",
      "text": "When AI recommends CRM software, the top 3 by share-of-model are HubSpot, Pipedrive, Salesforce — measured over 10+ runs per engine, not a single screenshot.",
      "hashtags": [
        "#B2BSaaS",
        "#SaaS",
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      "url": "https://clearcited.com/ai-visibility-index/crm-software/"
    },
    {
      "niche": "b2b_saas",
      "niche_short": "B2B SaaS",
      "category": "CRM software",
      "slug": "crm-software",
      "text": "Even the CRM software leader, HubSpot, swings from 100% on Perplexity to 90% on ChatGPT (OpenAI). AI visibility is engine-specific.",
      "hashtags": [
        "#B2BSaaS",
        "#SaaS",
        "#GTM",
        "#AEO",
        "#GEO",
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      "url": "https://clearcited.com/ai-visibility-index/crm-software/"
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  ],
  "provider": {
    "name": "Clear Cited",
    "url": "https://clearcited.com",
    "index_url": "https://clearcited.com/ai-visibility-index/"
  },
  "disclaimer": "Measurements reflect a point in time; AI engines change continuously. API answers approximate, but do not exactly replicate, the consumer apps. Clear Cited does not guarantee any product's ranking. "
}