# Topline OS Software Reviews, Demo & Pricing - 2026 > Review of Topline OS Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/crm/topline-profile --- [Home](https://www.softwareadvice.com/) / [Contact Management Software](https://www.softwareadvice.com/crm/contact-management-comparison/) / Topline OS Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/crm/topline-profile/reviews/)[Alternatives](https://www.softwareadvice.com/crm/topline-profile/alternatives/) # Topline OS 2026: Benefits, Features & Pricing Wondering if Topline OS is right for your organization? Our Contact Management Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews ## Overview Topline OS 5.0 [(12)](https://www.softwareadvice.com/crm/topline-profile/reviews/) Pricing Starting at $31.00 per month ### About Topline OS Topline OS gives small sales teams everything they need to generate and close pipeline — without stitching together a dozen tools. CRM, marketing automation, website builder, calendars, contracts, phone, SMS, email, and social media management in one platform, plus five AI agents that handle intake calls, draft outreach sequences, build prospect lists, flag deal risks, and summarize meetings. Most sales enablement tools assume you already have reps and content. Topline is built for 5–100 person firms where the founder is still the closer. The AI agents handle the volume work — qualifying inbound, following up on stale deals, booking consultations — so your team focuses on conversations that close. Plans start with a free 60-day trial. Team starts at $31/mo for 1 user, Unlimited is $397/mo with no user cap. Every feature on every paid plan. Add Flex for a dedicated account manager and specialist team starting at $500/mo. Wondering if Topline OS is right for your organization? Our Contact Management Software selection experts can help you in 15 minutes or less. ## Topline OS User Interface ## Popular Topline OS Alternatives Main Product Topline OS 5.0 [(12)](https://www.softwareadvice.com/crm/topline-profile/reviews/) Ratings Breakdown - 4.83Ease of use - 4.92Value for money - 4.92Customer support - 4.92Functionality Pricing Starting at $31.00 per month Get Price Alternative Product [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.4 [(18785)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Ratings Breakdown - 3.99Ease of use - 4.05Value for money - 4.13Customer support - 4.38Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) 4.5 [(501)](https://www.softwareadvice.com/crm/hubspot-sales-profile/reviews/) Ratings Breakdown - 4.39Ease of use - 4.20Value for money - 4.43Customer support - 4.44Functionality Pricing Starting at $15.00 per month Get Price Alternative Product [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) 4.5 [(251)](https://www.softwareadvice.com/crm/claritysoft-profile/reviews/) Ratings Breakdown - 4.46Ease of use - 4.54Value for money - 4.61Customer support - 4.22Functionality Pricing Starting at $49.00 per month Get Price Alternative Product [Insightly](https://www.softwareadvice.com/product/2667-Insightly/) 4.0 [(654)](https://www.softwareadvice.com/product/2667-Insightly/reviews/) Ratings Breakdown - 4.02Ease of use - 4.00Value for money - 3.84Customer support - 3.89Functionality Pricing Starting at $29.00 per month Get Price Alternative Product [Thryv](https://www.softwareadvice.com/crm/thryv-profile/) 4.2 [(529)](https://www.softwareadvice.com/crm/thryv-profile/reviews/) Ratings Breakdown - 4.12Ease of use - 4.03Value for money - 4.25Customer support - 4.12Functionality Pricing Starting at $244.00 per month Get Price ## Topline OS Pricing and Plans Starting price: $31.00 per month Free Trial Free Version Team $31.00 flat rate, per month Plan includes: - CRM & Contact Management - Marketing Automation - Website & Funnel Builder - Calendars & Booking - Contracts & E-Signatures - Phone, SMS, Email - Social Media Management - AI Chat Widget - Workflow Automation - Five AI Agents Unlimited $397.00 flat rate, per month Plan includes: - CRM & Contact Management - Marketing Automation - Website & Funnel Builder - Contracts & E-Signatures - Phone, SMS, Email - Social Media Management - AI Chat Widget - Workflow Automation - Five AI Agents Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## Topline OS Features - Popular features found in Contact Management Calendar/Reminder System CRM Customizable Fields Lead Capture Prospecting Tools Sales Forecasting Sales Pipeline Management Segmentation Shared Contacts Tagging - More features of Topline OS A/B Testing Activity Dashboard Activity Tracking Alerts/Notifications API Automated Scheduling Batch Processing Behavior Analytics Business Card/Badge Scanning Calendar Management Campaign Analytics Campaign Management Campaign Planning Campaign Scheduling Campaign Segmentation Contact Database Contact Management Content Management Conversion Rate Optimization Conversion Tracking Customer Journey Mapping Customer Segmentation Customizable Branding Customizable Forms Customizable Reports Customizable Templates Customization Data Import/Export Document Storage Drag & Drop Drip Campaigns Dynamic Content Email Management Email Marketing Email Templates Email Tracking Engagement Tracking Forecasting For Small Businesses Interaction Tracking Landing Pages/Web Forms Lead Generation Lead Management Lead Nurturing Lead Qualification List Management Live Chat Marketing Automation Mass Texting Mobile Access Monitoring Multi-Channel Communication Multi-Channel Marketing Pipeline Reports Quotes/Estimates Real-Time Analytics Real-Time Data Real-Time Reporting Referral Tracking Reminders Reporting/Analytics Reporting & Statistics ROI Tracking Role-Based Permissions Sales Reports Search/Filter Social Marketing Social Media Integration Social Media Monitoring Social Promotion Task Management Template Management Territory Management Third-Party Integrations Website Analytics Workflow Management ## Topline OS Integrations Microsoft Outlook Integration rated undefined from -1 review Stripe Integration rated undefined from -1 review Google Calendar Integration rated undefined from -1 review authorize.net Integration rated undefined from -1 review PayPal Integration rated undefined from -1 review Zapier Integration rated undefined from -1 review See all 17 integrations ## Topline OS User Reviews Overall Rating 5.0 Ratings Breakdown 5 100% 4 0% 3 0% 2 0% 1 0% Secondary Ratings Ease of Use 4.8 Value for money 4.9 Customer support 4.9 Functionality 4.9 GB Greg B. Verified reviewer Health, Wellness and Fitness 2-10 employees Used daily for less than 6 months Review source Reviewed December 2024 The all in one management/CRM system of our dreams. 5 Could not be more thrilled with every aspect of working with Topline. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: The way all the systems connect, the absolute best tool for every job, and a dashboard to watch how things are progressing. I also love the staff, their knowledge, their top marketing and tech skills, and the price. They are all amazing. Cons: Nothing. Everything is the best, and they all work together perfectly. Reasons for choosing Topline OS Al the capabilities of the others, but each tool is best-in-class, and the whole system is the best Reasons for switching to Topline OS To have one concise, cohesive system, and to graduate into the best systems possible for now and for our future growth. Read More KC Kat C. Verified reviewer Health, Wellness and Fitness Self-Employed Used daily for less than 6 months Reviewed March 2024 Blown away at first experience 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: From the moment that I was introduced to Topline I was blown away by the fact that all of these softwares as well as the growth support was available at the price of the subscription. It almost felt too good to be true but the fact that this true is such a testament to the level of care that the people behind this company have for service providers. Cons: I have yet to run into a con! I am thrilled with this platform. Reasons for switching to Topline OS Because paying for all of these other platforms is significantly more than what I pay for Topline and is also multiple different platforms as opposed to this platform that encompasses every single thing that I need. Read More Megan R. Verified reviewer Marketing and Advertising 2-10 employees Used daily for less than 6 months Review source Reviewed March 2024 CRM on steroids!! 5 I’m glad we made the switch when we did! We haven’t looked back and are growing faster than ever! Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: I love the butler services when I’m stuck but also the mentoring has been a game changer. Cons: Haven’t had any thus far! It has so many tools it’s mind blowing! Reasons for switching to Topline OS Lack of support and knowledge from their account manager. Read More AJ Anthony J. Verified reviewer Health, Wellness and Fitness 2-10 employees Used daily for less than 6 months Review source Reviewed March 2024 My Sales Team's New Best Friend 5 After watching the Onboarding video everything was easy to navigate. I had a great experience with Topline and would highly recommend it to anyone hoping to simplify their life and growth. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: The best part of Topline is how it streamlines everything. We never wasted money on unused features. The automation suite – workflows, surveys, the whole deal – helped us run our business smoothly as a much larger company. Cons: The only thing I did not like was if you exit Topline you have to get a 2FA code from your email before you get back in. I wish you could stay logged in for a time of your choosing. Reasons for choosing Topline OS After reviewing all of the other alternatives and considering price, features, and capability it became obvious who was the best overall. Read More BB Brooke B. Verified reviewer Marketing and Advertising 2-10 employees Used daily for less than 6 months Reviewed March 2024 Best platform for marketing! 5 Topline is helping us take our marketing agency to the next level. The coaching, the platform, and the confidence is all there! Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Topline is the full package!!! Automations, campaign management, CRM, social media, and more! I haven’t found a platform that can do all that Topline does! Cons: Cons? There’s no such thing with Topline! Reasons for switching to Topline OS Their platform doesn’t include all the features we can get with Topline. Plus their support team isn’t supportive. The price wasn’t even worth what it offered. Read More DB David B. Verified reviewer Printing Self-Employed Used daily for less than 2 years Reviewed February 2024 Topline replaced multiple software services 5 Very impressed with the depth of functionality with Topline. This one tool has replaced 3 tools that I was previously using (Wufoo for lead capture, Freshbooks for invoicing, and MixMax for email campaign follow-ups). Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: The ease of use, and the depth of the functionality. I was blown away by the funnel management, the communication capabilities, and the workflow automation potential. I have barely scratched the surface on Topline's AI functionality but am excited to leverage these capabilities soon. Cons: Some features such as the website chatbot didn't work for me immediately, but the support team was able to help me out and get my issues resolved quickly. Read More LJ Lee J. Verified reviewer Construction 2-10 employees Used daily for less than 12 months Review source Reviewed March 2024 Great team for our home services marketing 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: The whole team did a great job coming up with a plan on action for our home services business marketing. Cons: There are no cons yet. Everything has been smooth. Read More MP Maximus P. Verified reviewer Consumer Goods 2-10 employees Used daily for less than 6 months Reviewed March 2024 Incredible Value For Money and Great for Small Teams 5 It's been great for the small team I have. The CRM, automations, and tasks are are main uses and they're all great for the price. Ratings Breakdown 5 Ease of use 5 Value for money 4 Customer support 5 Functionality Pros: The vast functionality it has is just incredible. We use it for about everything. Cons: The workflows are a huge part of what we use topline for and in a lot of places it doesn't have the functionality we need causing us to have to look else where for solutions or come up with complicated work arounds. Read More WP Will P. Verified reviewer Retail Self-Employed Used daily for less than 6 months Reviewed February 2024 Great Experience with Topline 5 Topline has been a major part in the change of my business plan. They provided both the tools and confidence for me to chase a dream and make it a reality. Our initial 6 month goal was to go to one trade show. I am about to go to my second in only 5 months. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: The customer service has been amazing. I am awful with technology so it has been great having Topline to help explain things. Cons: I haven’t had enough time to use the software so I have no cons. Read More LW LAUREN W. Verified reviewer Management Consulting 2-10 employees Used weekly for less than 6 months Reviewed March 2024 Excellent option for small business 5 I find this service to be really beneficial for small businesses. Having managed my consulting practice independently for some time, this had made me recognize the potential for automation and has made me realize that I can effectively run my own business. It cuts out administrative tasks, and i'm excited to further expand my business Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 4 Functionality Pros: I like the variety of features. As a consultant, I didn't realize I had a need for a lot of the services offered and it made me realize how much I can automate to help grow my business. Cons: Can't say I have any yet - any questions or issues I have had were quickly addressed by the team. Read More Showing 1 - 10 of 12 Reviews [See All Reviews](https://www.softwareadvice.com/crm/topline-profile/reviews/) ## Other Top Recommended Contact Management Software [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) **4.4** (18785) Recently recommended **120** times [LeadSquared](https://www.softwareadvice.com/crm/leadsquared-profile/) **4.3** (167) Recently recommended **46** times [Rolldog](https://www.softwareadvice.com/marketing/rolldog-complete-profile/) **4.9** (33) Recently recommended **39** times [Thryv](https://www.softwareadvice.com/crm/thryv-profile/) **4.2** (529) Recently recommended **38** times Stuck Between Options? Our experts can help you compare Topline OS with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice