AI CRM Tools

Top AI CRM tools for smart customer management and streamlined business operations.

So, you're curious about the best AI CRM tools out there, huh? I totally get it. Navigating the landscape of Customer Relationship Management software can feel like a maze. But when you throw AI into the mix, it’s like adding a dash of magic — suddenly, everything runs smoother and smarter.

I've done the homework so you don't have to. Trust me, sifting through countless options and comparing features is no small feat. What I found surprised me — in the best way possible.

We're talking about tools that can anticipate your customers' needs before they even know they have them. Imagine your CRM not just storing data, but actually interpreting it and making intelligent suggestions. It’s next-level stuff.

In this article, I'll walk you through the crème de la crème of AI-powered CRM tools. We'll explore what makes each one stand out and how they can revolutionize the way you manage customer relationships. Let’s dig in!

The best AI CRM Tools

  1. 91. Dux-Soup

  2. 92. Metering.ai

  3. 93. Kadoa

  4. 94. Aomni

  5. 95. Electe

  6. 96. Conju

  7. 97. Health Harbor

  8. 98. Venturefy

  9. 99. Neferdata

  10. 100. Tangle.io

  11. 101. Zefort

  12. 102. Ortto AI

  13. 103. Tawk

  14. 104. Magic Dash AI

  15. 105. Demostack

148 Listings in AI CRM Tools Available

91 . Dux-Soup

Dux-Soup automates LinkedIn outreach for sales and marketing, offering personalization, CRM integration, and comprehensive analytics.

Dux-Soup is an automation tool designed for sales and marketing professionals to enhance lead generation efforts on LinkedIn. It offers features such as automated LinkedIn outreach, personalization and custom campaigns, integration with CRMs, comprehensive analytics, and a 14-day free trial. Dux-Soup aims to help users save time and streamline their sales pipeline by providing efficient and secure growth hacking solutions. The tool is easy to integrate with various LinkedIn platforms, including Recruiter and Sales Navigator, allowing users to generate qualified leads daily and focus on converting those leads into sales.

Pricing

Paid plans start at $14.99/month and include:

  • Drip Campaigns
  • Unlimited concurrent campaigns
  • Up to 12 actions: Endorse, Follow, InMail, Connect, Message, Visit
  • Detect responses and pause campaigns
  • Customizable time delays between actions
  • Drag and drop campaign steps
Pros
  • Customizable time delays between actions
  • Drag and drop campaign steps
  • Shared Team campaigns
  • Lead Management
  • Profile tagging and search tool
  • Monitor & control prospect progression
  • Drill down into funnel stage and export lead lists
  • Collaborative Team prospecting
  • Core Automation
  • View profiles (triggers notifications)
  • Personalized connection requests
  • Personalized messages to 1st degree connections
  • Data Export
  • Export LinkedIn data to csv
  • Export LinkedIn data to 3rd party
Cons
  • No cons available in the provided document
  • No specific cons were found in the provided information.
  • Limited features for the price compared to competitors
  • Pricing plans can be expensive for some users
  • Learning curve for new users
  • Dependence on LinkedIn's platform and potential changes to their policies affecting functionality
  • May lead to account restrictions or bans on LinkedIn due to automation activities
  • Issues with data privacy and security concerns related to automating LinkedIn actions
  • Lack of advanced analytics and reporting capabilities
  • Potential for reduced authenticity and personalization in outreach due to automation
  • Customer support response times could be improved
  • Integration limitations with certain CRM systems
  • Higher pricing compared to some alternatives in the industry
  • Limited features in the lower-priced plans
  • Complex pricing structure with different tiers and additional seat costs

92 . Metering.ai

Metering.ai simplifies Stripe Metered Billing by converting usage data into invoices without coding knowledge.

Metering.ai is a tool developed by Togai to simplify Stripe Metered Billing for businesses by providing a no-code metering solution. It allows businesses to aggregate usage data and connect it to Stripe without coding expertise, enabling the transformation of product usage data into invoices with minimal effort and without the need for extensive engineering work. The tool aims to streamline the implementation of usage-based pricing models by eliminating manual work, reducing the risk of billing errors, and offering flexible pricing model experimentation opportunities.

Metering.ai is particularly beneficial for B2B SaaS companies facing challenges in converting usage data into invoices on various billing platforms like Stripe, Zuora, Chargebee, or Recurly. It targets individuals involved in product management, finance, or customer success roles within fast-growing SaaS companies who struggle with manual data aggregation processes and the complexities of managing pricing and billing workflows. The tool aims to simplify these processes, save time, and improve accuracy in billing practices.

Pros
  • Hassle-free Data Aggregation
  • Minimal Effort
  • Seamless Data Integration
  • Flexible Pricing Models
  • Metering.ai bridges the gap between product usage and Stripe billing with just 3 clicks
  • Allows pricing products based on business sense, not billing system limitations
  • No-code tool for automating usage-based billing workflows
  • Automates complex computations for accurate and error-free billing
  • Saves time by eliminating manual aggregation of usage data
  • Accurate and automated calculations reduce billing disputes
  • Focus on work that matters instead of spending time on manual billing tasks
  • Enhances security by not saving user data
  • User-friendly interface for easy setup and management by non-engineers
  • Allows experimentation with new pricing models based on usage data
  • Scalable solution that grows with the business
Cons
  • Manual effort of at least 20 hours every month to generate invoices
  • Automating the process requires engineering bandwidth which is hard to obtain
  • Time taken to launch a pricing strategy is extremely high (>3 months)
  • Maintain complex excel spreadsheets and Google sheets to manage pricing in an unsecure manner
  • Unable to trigger workflows or set alerts based on rules
  • Solution requires external help
  • Limited data security and privacy measures
  • No integration with other systems for triggering workflows or alerts
  • Not suitable for companies without engineering resources
  • Challenges in connecting usage data to the billing system
  • Automating it requires engineering bandwidth which is extremely hard to get
  • Maintenance of complex excel spreadsheets and Google sheets to manage pricing in an unsecure manner
  • Inability to trigger workflows or set alerts based on rules (e.g., change price plan when a customer crosses a usage threshold)
  • Limited automation may lead to errors and billing disputes
  • Limited capability for complex data manipulations and aggregations

93 . Kadoa

Kadoa automates unstructured data workflows, saving up to 95% of time on data collection and cleaning.

Kadoa is a data automation tool that specializes in automating unstructured data workflows, regardless of the data source. It aims to reduce the time spent on data collection and cleaning by up to 95%, allowing clients to focus on analyzing and utilizing their data for business growth. Kadoa offers advantages such as zero setup or maintenance effort, faster and cheaper scalability, smart navigation capabilities, automated data mapping, and more consistent and accurate data. The platform has been successful in automating data workflows for many companies globally and is known for its reliability and seamless integration with existing systems.

Pricing

Paid plans start at $3,500/N/A and include:

  • Unstructured Web Data Extraction
  • AI-Powered Tool
  • Turnkey No-Code Setup
  • No Maintenance
  • Automated Extraction
  • High Accuracy & Scalability
Pros
  • No Coding
  • No Maintenance
  • Automated Extraction
  • Automated Transformation
  • High Accuracy & Scalability
  • Easy Integration
  • Zero setup or maintenance effort
  • Faster, cheaper, better scalability
  • Smart navigation capabilities
  • More consistent and accurate data
  • Automated data mapping
  • Trusted by
  • Reducing time spent on data collection and cleaning by up to 95%
  • Reliable and integrates seamlessly with existing systems
  • Seamless integration and reliability
Cons
  • Custom scrapers for each website leading to time & cost-intensive maintenance
  • Manual data transformation required which can be error-prone and result in inconsistent data
  • Possible issue of slow turnaround with developers
  • Pricing may not justify the value provided compared to other AI tools in the industry
  • Custom scrapers for each website
  • Time & cost-intensive maintenance
  • Manual data transformation
  • Slow turnaround with developers
  • Error-prone and inconsistent data
  • Custom scrapers for each website can be time and cost-intensive for maintenance
  • Manual data transformation is required, leading to slow turnaround with developers
  • Error-prone and inconsistent data may be generated
  • Missing feature: No specific mention of advanced AI capabilities compared to other AI tools in the industry
  • Missing feature: Lack of detailed pricing information to justify value for money considering their price
  • Potential lack of scalability or limitations in handling large volumes of data efficiently

94 . Aomni

Aomni streamlines business operations with personalized interactions, real-time tracking, and AI-powered sales intelligence for strategic pricing.

Aomni is an innovative account intelligence companion designed to streamline strategic business operations. It offers features such as personalized interactions with key accounts, real-time tracking of critical events, and the generation of personalized sales materials. Aomni works through AI-powered sales intelligence in 3 steps: personalizing AI agents, analyzing prospect needs, and executing strategic account pricing plans. It aims to empower entire teams, accelerate onboarding, and facilitate alignment among sales, marketing, and customer success teams. The platform provides a user-friendly interface for seamless integration, advanced analytics for decision-making, and tools for managing account data effectively.

Pros
  • Seamless Integration: Effortless compatibility with existing workflows.
  • User-Friendly Interface: Intuitive design for optimal user experience.
  • Strategic Decision-Making: Empowerment through insightful analytics.
  • Account Management: Advanced tools for managing account data.
  • Innovative Technology: State-of-the-art functionalities for business enhancement.
  • Turn prospects into customers with AI-powered sales intelligence
  • Build stronger buyer relationships
  • Diagnose and solve critical business challenges
  • Maximize conversion for target accounts
  • Engage key accounts
  • Comprehensive knowledge
  • Laser-targeted value propositions
  • Customized deliverables
  • Scale account-based sales motions
  • Personalize assets for every account
Cons
  • Missing features such as team plans and integration with other sales software platforms
  • Pricing structure may not justify value for money, depending on usage and needs
  • Something else is missing or isn’t working.
  • No plans for teams mentioned
  • Something else is missing or isn’t working
  • Limited integration with other sales software platforms
  • Unclear pricing structure
  • Possible lack of advanced AI features compared to other tools in the industry
  • No specific cons or drawbacks of using Aomni were identified in the provided document.

95 . Electe

Electe provides SMEs with advanced data analytics, machine learning, and visualization for insightful, data-driven decisions.

Electe is a data analytics platform designed for small and medium enterprises (SMEs) to leverage their data for valuable insights. It offers advanced analytics, machine learning capabilities, data visualization features with intuitive charts, generative AI for order analysis, competitor analysis, customizable dashboards, and automated insights for decision-making. The platform is user-friendly, customizable, and integrates with popular tools like AWS, Azure, and Google Cloud.

Electe caters to businesses of various sizes, from startups to larger organizations, and is suitable for companies looking to make data-driven decisions. It employs machine learning algorithms to interpret data, provides customizable dashboards, and offers features such as sentiment analysis, competitor analysis, and document Q&A functionality.

The platform also allows for personalized plans based on business needs, with options for different user numbers, data analysis capabilities, and support levels. Electe places a strong emphasis on data security and privacy, complying with major regulations and using advanced encryption techniques to protect data.

Pros
  • Advanced analytics
  • Customizable data visualizations
  • Competitor Analysis feature
  • Automated decision-making insights
  • Document Q&A for efficient interaction
  • One-click analyses into presentations
  • Presentations via daily email reports
  • Mobile access to reports
  • Different plans for various needs
  • Starter plan for small companies
  • Pro plan with additional features
  • Priority support for Pro plan
  • Integration with AWS, Azure, Google Cloud
  • Interactive with existing services
Cons
  • No free trial period
  • Only available in English
  • No API for integrations
  • No direct database connection
  • No automatic data updates
  • Limited user number on plans
  • Mobile app still in development
  • No on-premise solution
  • Limited data storage
  • Most features are in Pro and Enterprise plans
  • Most features are limited to Pro and Enterprise plans

96 . Conju

Conju automates 24/7 SMS responses for missed calls, qualifying leads while integrating with your CRM to boost conversions.

Conju is an innovative AI system that helps businesses engage with missed callers 24/7 by sending automated personalized SMS messages to qualify leads and follow up effectively. Conju acts like a virtual assistant, handling customer queries, booking new jobs, and seamlessly integrating with existing CRM systems. By using Conju, businesses can save time, enhance customer experience, and increase lead conversion rates. The service also offers a simple pricing structure, a money-back guarantee for the first month, and supports various industries including home service, field service, and retail sectors.

Pricing

Paid plans start at $350/Month and include:

  • 24/7 Response
  • Lead Qualification
  • Virtual Assistance
  • CRM Synchronization
  • Conversations Monitoring
  • Hands on support

97 . Health Harbor

Health Harbor automates billing for private medical practices, streamlining tasks, ensuring HIPAA compliance, and enhancing efficiency.

Health Harbor is an AI-powered tool designed to automate billing processes for private medical practices. It allows users to submit requests by inputting patient information and specifying whether they need eligibility or claims assistance. The AI technology behind Health Harbor then communicates directly with insurance companies on behalf of the practice, retrieves the necessary information, and displays it on a dashboard in real-time. This tool aims to streamline administrative tasks, eliminate manual phone calls and paperwork, and improve efficiency in billing processes for private medical practices. Additionally, Health Harbor ensures data protection by adhering to HIPAA compliance standards and utilizing a trusted monitoring system called Vanta.

In summary, Health Harbor streamlines administrative tasks, improves efficiency by automating billing processes, communicates directly with insurance companies to gather information, and ensures data security and HIPAA compliance through its technological infrastructure.

Pros
  • Automated billing processes
  • Real-time request status
  • Secure HIPAA compliant
  • Vanta monitoring system
  • Efficient data retrieval
  • Simplifies insurance interactions
  • Easily input patient information
  • Eliminates manual phone calls
  • Improves administrative efficiency
  • Single platform solution
  • Real-time dashboard
  • Direct printing capability
  • Supports eligibility and claims
  • Reduce administrative workload
  • Trustworthy infrastructure
Cons
  • No multi-user support
  • Limited to private practices
  • No customization options
  • No mobile application
  • Lack of integration options
  • No VR support
  • No language options
  • Doesn't support all insurances
  • Single type of dashboard

98 . Venturefy

Venturefy uncovers hidden corporate relationships using AI, offering real-time verified insights to enhance transparency and trust.

Venturefy is a platform that leverages AI to explore corporate networks, uncover hidden relationships, and provide real-time insights effortlessly. It is described as the 'blue check' for businesses, utilizing artificial intelligence and user-generated content to create a database of verified corporate relationships. The platform uses AI to analyze unstructured data, validate corporate claims, and offer verified relationship intelligence to users. Venturefy helps in identifying concealed risks, hidden relationship dynamics, and compliance red flags within corporate networks through cutting-edge AI technology. Additionally, it offers features like verified relationship listings, AI-driven relationship mapping, relationship verification statuses, source navigation feature, and business relationship monitoring, making it a valuable tool for businesses aiming to enhance transparency and trust in their corporate relationships.

99 . Neferdata

Neferdata enhances productivity by prioritizing tasks, filtering emails, and providing personalized insights for fast-growing businesses.

Neferdata is an AI-powered email assistant and product explorer designed to enhance productivity for fast-growing businesses. It utilizes smart assistants to prioritize important tasks, filter out unnecessary emails, and provide personalized insights tailored to individual users' contexts. Neferdata ensures user privacy and security by putting the user in control of their data and implementing stringent measures to protect user conversations. It uses AI algorithms to adapt to evolving relationships, filter out unwanted emails, and provide snack-sized insights about contacting companies. Users can easily review filtered emails and have the final say on what gets accepted, ensuring essential messages are not missed.

Pros
  • Maximizes focus and productivity
  • Prioritizes important tasks
  • Tailored business insights
  • Emphasizes privacy and security
  • Effective Email Assistant feature
  • Filters unwanted emails
  • Easy review of filtered emails
  • Adapts to evolving relationships
  • Offers insights about contacting companies
  • Positive user testimonials
  • Maintains user control over data
  • Never shares user information
  • Saves user time
  • Enhances user email experience
  • Personalized insights about companies
Cons
  • Not platform-agnostic
  • Limited to Gmail/Microsoft email
  • Lacks mobile app
  • No mention of multiple users
  • Doesn't support third-party integrations
  • No customization options
  • No offline usability
  • Limited to English language
  • No batch email handling
  • Premium features not clarified

100 . Tangle.io

Tangle.io automates workflows and manages operations with an AI-powered, customizable ERP platform.

Tangle.io is a platform that offers a Smart ERP with Superpowers designed to help organizations automate workflows, manage inventory, scheduling, production costing, customer relationships, vendor access, quote-to-cash processes, quote and invoice generation, shop floor data collection, job and time tracking, and integration with various third-party software. It was created based on frustration with expensive legacy products coded over time and over budget, leading to limited functionality and flexibility. Tangle aims to deliver applications faster and more efficiently using a Low Code platform powered by AI, enabling rapid development within budget.

The benefits of Tangle Manufacturing include quicker resolution times, increased production efficiency, decreased production costs, and improved delivery promises. It provides features such as GPT-style chatbot functionality, real-time visibility into operations, and the ability to quickly adapt to unique business needs. Clients have praised Tangle for its flexibility, customization capabilities, and ability to meet their specific requirements effectively.

101 . Zefort

Zefort manages, signs, and stores contracts securely, featuring reminders, powerful search, and integrations with eSignature services.

Zefort is a contract management software solution provided by Aivan Innovations Ltd. It offers a user-friendly platform for managing contracts with features such as reminders, powerful search functions, and the ability to create, sign, store, and share contracts effortlessly. Zefort caters to various teams such as legal, procurement, HR, sales, and company administration, allowing them to store contracts securely in a single repository to avoid losing important documents or missing deadlines. Additionally, Zefort offers tools like Zefort Forms for creating online documents and Zefort Sign for obtaining secure electronic signatures. The software ensures bank-level security and can integrate with leading eSignature services and document management systems. Zefort is suitable for organizations of all sizes and industries, offering a 14-day free trial for users to experience its benefits firsthand.

Pricing

Paid plans start at $495/month and include:

  • Custom metadata
  • Related contracts
  • Contract change log
  • User groups & role-based access control
  • Email routing
  • Audit log

102 . Ortto AI

Ortto AI boosts marketing productivity with open rate prediction, message suggestions, image generation, and contact list cleanup.

Ortto AI is an Artificial Intelligence tool designed to enhance marketers' productivity and accurately predict outcomes, focusing on improving marketing efficiency and campaign forecasting. The primary features of Ortto AI include open rate prediction, message suggestion, image generation, list enrichment and cleanup, and AI-generated bullet point creation for emails. It helps in cleaning up contact lists, enriching data, and creating well-structured emails using AI-generated bullet points. Ortto AI can integrate with platforms like Salesforce and Shopify, providing easy-to-use solutions for marketers seeking accessible AI tools.

Does this meet your requirements for a human-readable description of Ortto AI without AI-specific jargon?

Pros
  • Open rate prediction
  • Message suggestion
  • Generates royalty free images
  • List enrichment and cleanup
  • Easy to use
  • Integration with Salesforce
  • Email productivity improvement
  • Accurate campaign forecasting
  • Removes broken records
  • Solves data mismatches
  • Triggers sales communications
  • Ease of Use
  • Predicts email open rates
  • Offers improved message suggestions
  • Cleaning and enriching data
Cons
  • No personalization capabilities
  • Doesn't support multivariate testing
  • No spam testing feature
  • No role-based access control
  • No social media integrations

103 . Tawk

Tawk is a free live chat software offering chat, email ticketing, CRM, and more with security and 24/7 support.

Tawk is a free live chat software that offers various features such as Live Chat Software, Email Ticketing System, Hosted Knowledge Base, CRM, and Chat Pages. It is widely used and has over 7 million users who interact with billions of customers. The platform provides a customizable live chat and customer communication solution with premium features like multiple languages, JavaScript API, group messaging, video and voice add-ons, desktop notifications, and more. Tawk.to is available for free and generates revenue through optional add-on services. It ensures data security with communication over Secure Socket Layer and encrypted servers, and there are no ads within the platform. Live support is provided 24/7, and the platform does not offer a self-hosted solution, as it is currently hosted at Google Cloud for optimized performance and message delivery speed.

Pros
  • Free comprehensive chat tools
  • Includes live chat software
  • Real-time traffic monitoring
  • Interactivity with website visitors
  • In-built CRM tool
  • Contacts management and organization
  • Help Center feature for self-service
  • Provision of Chat Pages for customization
  • Supports team chat for collaboration
  • Efficient response to customer inquiries
  • Proactive engagement with potential customers
  • Option to hire chat agents or virtual assistants
  • Multiple language support
  • Easy set-up process
  • Suite of services beneficial for customer service
Cons
  • Limited bot training capabilities
  • Lacks on-premise solution
  • Dependent on Google Cloud
  • Potential latency issues
  • No data backup options
  • No multi-channel support
  • Hiring chat agents costs
  • Not suitable for heavy traffic
  • New features might be unstable

104 . Magic Dash AI

Magic Dash AI provides data insights using natural language, visualizes data without coding, and offers a 7-day free trial.

Magic Dash AI is an AI assistant for analytics that enables users to obtain data insights using natural language, similar to ChatGPT for databases. It allows users to connect databases like Airtable and MongoDB easily, visualize insights quickly without coding, and offers a simple and intuitive user experience to save resources on query writing processes. Users can try Magic Dash AI for free with a 7-day trial. Reviews mention that it simplifies data visualization processes, particularly for analyzing KPIs efficiently.

Pricing

Paid plans start at $13.99/month and include:

  • Unlimited queries
  • Save favorites
  • Quick Insights
  • No Coding
  • Easy to use
  • Remove query writing from the process

105 . Demostack

Demostack helps software companies create, manage, and optimize custom product demonstrations to drive client engagement and close more deals.

Demostack is a platform that offers a solution for creating, managing, and optimizing product demonstrations for software companies. It provides features such as custom demo instances that are easy to build, distribute, and measure, all within a stable and controlled environment. Users can create demos for different stages of the deal cycle, launch demo assets with a click, and optimize their demos using an intuitive analytics dashboard. The platform aims to drive engagement, build client trust with demos, and facilitate post-call follow-ups to enhance deal closure rates.

Customer testimonials highlight the benefits of Demostack, such as increased efficiency for solution consultants, the ability for partners to demo products independently without concerns, driving a consistent experience for stakeholders, showcasing product value effectively, accelerating deal closures, and enabling customizations that were previously impossible. Users have reported successful outcomes, such as higher win rates, closed deals without a proof of concept, and improved storytelling through customized dashboards and analytics.

Pricing

Paid plans start at $55000/year and include:

  • Interactive product tours
  • Unlimited Sandbox leave-behinds
  • HubSpot, Slack, SFDC Integrations
  • Management controls - Roles, permissions, workspaces
  • Full Implementation + Dedicated CSM
  • Compliant with leading standards
Pros
  • Generates local phone numbers
  • Generates local names
  • Generates local addresses
  • Generates new product content
  • Generates new product terminology
  • Replaces smaller numbers with larger
  • Data compliance feature
  • Scrubbing PII feature
  • Replaces PII with new data
  • 'Demo-worthy' data creation
  • Integration with Salesforce
  • Integration with HubSpot
  • Generates customizable data
  • Effortless creation of diverse demo library
Cons
  • No mobile application support
  • Non-intuitive platform experience
  • Lack of customization options
  • May generate unrealistic data
  • Inefficient data scrubbing method
  • Data type tailoring limitations
  • No free trial available