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. 121. Appointeze

  2. 122. Sharpsell

  3. 123. Workhack Forms

  4. 124. Instantaisearch

  5. 125. Ravyn

  6. 126. Sidekick Ai

  7. 127. Moments

  8. 128. Socialhub.ai

  9. 129. Released

  10. 130. Cargo

  11. 131. Polibird

  12. 132. Spinify

  13. 133. Zia for predicting customer behavior trends.

  14. 134. ConvergeHub for streamlining client communication effectively.

  15. 135. Smartlead for streamline client communication flow.

148 Listings in AI CRM Tools Available

121 . Appointeze

AppointEze manages appointments for SMBs, saving time and offering a seamless customer experience.

AppointEze is a cloud-based appointment management software designed for small and medium businesses. It enables businesses to efficiently manage appointments, saving time and providing a seamless experience for customers. Users can share their availability, schedule meetings, and automate the booking process. Clients have expressed satisfaction with the platform, highlighting its ease of use and flexibility in setting up appointments to suit their needs.

Pros
  • AppointEze is a cloud-based appointment management software that shows real-time availability for managing appointments online.
  • Specifically designed for small and medium businesses, offering features to save time and money.
  • Allows sharing availability to schedule high-value meetings with prospects and recruits.
  • Enables team scheduling preferences and integration with preferred software tools.
  • Focused on high-value meetings to increase revenue, retain customers, and recruit effectively.
  • High-value meetings are the lifeblood of your business
  • Increase revenue, retain customers, and land recruits with the #1 scheduling automation platform
  • Scheduling automation lets you focus on high-value meetings
  • Saves time and money
  • Provides satisfying customer service
  • Allows businesses to accept and manage appointments online
  • Offers optimized features for small and medium businesses
  • Adapts to team scheduling preferences
  • Increases revenue and retains customers
  • Focuses on high-value meetings
Cons
  • No specific cons or missing features of Appointeze were identified in the available documents.

122 . Sharpsell

Sharpsell.ai automates sales strategies, enhancing skills and boosting revenue for industries like Banking, Pharma, and Retail.

Sharpsell.ai is a Sales Playbook Automation Platform designed to aid large sales teams by automating deal-winning behaviors. It offers features like real-time dynamic product illustrations, Just-In-Time Content, Interactive Product Illustrator, tools for Objection Handling, and Learning Journeys & AI Role-plays for sales skill enhancement. The platform caters to industries such as Banking, Insurance, Pharma, Auto, and Retail, and provides tools to optimize sales operations and drive revenue. Some benefits include increased revenue, enhanced skills for salespersons, and impressive industry adoption rates.

If you're seeking a more human-readable explanation, here it is:

Sharpsell.ai is a cutting-edge platform designed to help large sales teams excel by streamlining key sales processes. Its dynamic features, such as real-time product illustrations and personalized sales content, empower sales professionals to engage effectively with customers and boost sales performance. With a focus on key industries like Banking, Insurance, Pharma, Auto, and Retail, Sharpsell.ai is a valuable tool for optimizing revenue and enhancing sales capabilities. Notable benefits include revenue growth, skill enhancement for sales teams, and widespread adoption across various industries.

Pros
  • Optimizes large sales teams operations
  • Dynamic product illustrations
  • Real-time drawings of products
  • Highlights product benefits
  • Just-In-Time Content
  • Dynamic sales pitches
  • Ready-to-use sales pitches
  • Personalized content for customers
  • Interactive Product Illustrator
  • Automates complex calculations
  • Generates personalized presentations
  • Objection Handling Tools
  • Ready-to-use battlecards
  • Curated responses to objections
  • Byte-sized learning content
Cons
  • Lacks detailed analytics
  • No chat functionality
  • No mentioned integration with CRM
  • No third-party app integration
  • Specific industries only
  • Limited accessibility options
  • Focus on large teams
  • No downloadable content
  • No free trial mentioned

123 . Workhack Forms

Workhack Forms creates hyperpersonalized forms with real-time validation, custom rules, and integrations with Calendly, WhatsApp, and HubSpot.

Workhack Forms is a tool that offers hyperpersonalized forms with real-time validation, custom rules for responses, predetermined answer cohorts, and the ability to continue conversations after completion. It also provides integrations with Calendly, WhatsApp, and HubSpot, as well as options for link or embedded sharing, ad tracking capabilities, and secure data transfer. However, it has limitations such as being restricted to HubSpot integration, lacking support for mobile applications and offline mode, no multi-platform integration, insufficient customer support, focusing solely on lead generation, lacking data privacy specifications and third-party tool support, being limited to digital platforms, and lacking real-time analytics .

Pros
  • Hypepersonalised forms
  • Real-time validation
  • Custom rules for responses
  • Predetermined answer cohorts
  • Continuing conversations after completion
  • Calendly and WhatsApp integrations
  • Link or embedded sharing
  • Ad tracking capabilities
  • Secure data transfer
  • HubSpot integration
  • Transparency in privacy policies
  • Hyperpersonalised forms
Cons
  • Only targets lead generation
  • Limited to digital platforms
  • No third party tool support
  • Lacks data privacy specifications
  • Lacks customer support
  • No multi-platform integration
  • No offline mode
  • Doesn't support mobile application
  • Limited to HubSpot integration

124 . Instantaisearch

Instantaisearch offers quick search functionality with keyboard shortcuts and easy navigation.

Instantaisearch appears to be a tool or service that can be bookmarked for future reference on a website. It seems to have a user-friendly interface with keyboard shortcuts and various navigation features for an improved user experience. The tool's name suggests that it may be related to instant search functionality, providing quick and efficient search capabilities on a web platform. For more details, you may want to explore the website or tool where Instantaisearch is featured .

125 . Ravyn

Ravyn captures and organizes sales insights to boost revenue and strengthen customer relationships.

Ravyn is a cutting-edge sales enablement and relationship software designed to help businesses increase revenue and strengthen customer relationships. It is described as the world's first ultra-fast AI sales tool that captures insights for driving growth and improving customer connections. This tool enables users to effortlessly capture and organize insights from notes, leading to a comprehensive view of clients. Ravyn allows for the segmentation of contacts into targeted groups and the personalization of sales funnels, ultimately resulting in higher conversion rates. Its integration with popular CRM systems and a Chrome extension simplifies the process of capturing insights from various sources, making it an invaluable asset for sales, marketing, fundraising, customer success, recruitment, and human resources professionals looking to enhance their performance and achieve their objectives.

126 . Sidekick Ai

Sidekick Ai simplifies meeting scheduling using AI, integrates with popular services, and features unique scheduling methods.

Sidekick Ai is an AI-powered scheduling software designed to simplify the process of arranging meetings. It operates through email, mobile, and web applications, offering features like personalized scheduling pages, the ability to forward emails to set up appointments automatically, and synchronized scheduling with other users. Sidekick Ai integrates with popular services like Microsoft Teams and Google Calendars and provides reminders, automatic calendar events, and invitations to streamline meeting planning. It differentiates itself by focusing on AI scheduling, offering various scheduling methods, and starting with a unique Forward to Schedule feature.

Pros
  • Smart AI Communication: Simplifies scheduling via email mobile and web application.
  • Individual and Team Pages: Offers users the ability to create personalized scheduling pages for themselves or their teams.
  • Email to Schedule: Allows users to schedule meetings by simply forwarding an email to Sidekick.
  • Integration with Popular Tools: Provides seamless integration with services like Microsoft Teams and Google Calendars.
  • Productive Features: Sends reminders, creates calendar events, and sends out invites automatically.
  • Easily schedule meetings with Scheduling Pages
  • Integrate favorite tools with Sidekick
  • Team scheduling made easier with Team Pages
  • Ability to remove Sidekick Ai branding
  • Productivity boost with Sidekick doing the heavy lifting
  • Automatic reminders sent prior to meetings
  • Creation of calendar events automatically
  • Meeting invites sent out to everyone
  • Smart AI Communication: Simplifies scheduling via email, mobile, and web application.
  • Smart AI Communication: Simplifies scheduling via email, mobile and web application.
Cons
  • Lack of information on security measures implemented by Sidekick Ai, which may raise concerns for users handling sensitive data
  • No specific cons or missing features mentioned in the document
  • Unclear pricing structure and differences between plans, making it challenging for users to assess the value for money offered
  • No information on customization options for scheduling pages, potentially limiting branding and personalization capabilities for users
  • Limited scope of Team Pages feature available only to users on the Superhero plan, restricting access for users on lower plans
  • No details provided on customer support options or service level agreements, which could impact user experience in case of issues
  • Business plan still in BETA phase as of March 2022, indicating potential stability and development issues
  • No mention of advanced features like analytics or reporting capabilities which some users may require
  • Focused more on Forward to Schedule AI feature rather than offering a wide range of scheduling options like some other tools
  • Limited integrations with email providers (Gmail, Outlook, Thunderbird) compared to some competitors
  • Full white-label feature is not available, only the ability to remove Sidekick Ai branding with a paid feature
  • No clear explanation of customer support options or responsiveness
  • Missing data on user feedback or reviews on Sidekick Ai's overall user experience
  • No specific cons or missing features were mentioned in the document.
  • No specific cons or missing features were mentioned in the document about Sidekick Ai.

127 . Moments

Moments helps maintain and enhance personal and professional connections with tools for organizing, prioritizing, and engaging contacts.

Moments is a Personal Relationship Manager designed to help individuals maintain and enhance personal and professional connections. It provides tools to organize, prioritize, and engage with contacts effectively at the right times. With features such as Social To-Dos, Social Circles, Events and Reminders, Social Feed, and AI Composer for personalized messaging, Moments simplifies managing social connections and improving social skills. Available for download on iOS devices, Moments aims to be a companion for fostering meaningful relationships.

Pricing

Paid plans start at $3.49/month and include:

  • Send messages automatically with iMessage
  • Send messages automatically with WhatsApp
  • Send messages automatically with Telegram
  • Unlimited Reminders
  • Unlimited Simple Reminders
  • Repeat Messages
Pros
  • Helps maintain and enhance personal and professional connections
  • User-friendly platform for organizing and prioritizing contacts
  • Reduces cognitive load and stress with social to-dos feature
  • Assists in event planning and timely reminders with events and reminders feature
  • Offers a social feed for staying updated with social updates and CRM data
  • Provides personalized messaging through the AI Composer feature
  • Aids in boosting social skills and fostering meaningful relationships with additional learning resources
  • Tailored to cater to the needs of busy individuals struggling to keep track of social commitments and professional networks
  • Offers a user-friendly platform to organize, prioritize, and effectively engage with contacts at the right time
  • Reduces cognitive load with tools to assist in event planning
  • Helps craft personalized messages with AI Composer
  • Aids in boosting social skills through additional learning resources
  • Helps in maintaining and enhancing personal and professional connections
  • Organizes, prioritizes, and effectively engages with contacts
  • Reduces cognitive load and stress with previews of upcoming events and reminders
Cons
  • No cons or missing features listed in the provided documents.
  • 10. Limited language support - Moments may have limited language support, potentially excluding users who prefer to use the app in languages other than the primary supported language.
  • 9. No web version - Moments is only available as a mobile app and lacks a web version, limiting user flexibility in accessing the platform.
  • 8. Limited user feedback or reviews - The absence of substantial user feedback or reviews may make it challenging for prospective users to gauge the effectiveness and reliability of Moments.
  • 7. Lack of advanced analytics and reporting features - Moments may lack robust analytics and reporting tools to provide users with detailed insights into their social connections and interactions.
  • 6. Limited customization options - Users may find the customization options in Moments to be limited, potentially impacting the adaptability of the tool to different user preferences.
  • 4. Lack of integration with popular messaging apps like WhatsApp, Telegram, and SMS - Moments does not offer integration with widely used messaging platforms, limiting its reach and functionality.
  • 3. No Android version - The absence of an Android version restricts usage to iOS device owners only.
  • 2. Pricing may not justify value for money - Users may find the pricing tiers of Moments relatively high compared to similar tools in the market, potentially affecting the perceived value for money.
  • 1. Limited platform availability - Moments is currently only available for iOS devices, limiting accessibility to users of other operating systems.
  • No cons or missing features listed in the document.
  • 5. Limited capabilities for automated messaging - While Moments offers some automation features, it may lack advanced functionalities compared to other AI tools in the industry.

128 . Socialhub.ai

Socialhub.ai integrates CRM, CDP, and MA to enhance omnichannel consumer engagement using AI, cloud, and Web3 technologies.

Socialhub.ai is a marketing cloud product that integrates Customer Relationship Management (CRM), Customer Data Platform (CDP), and Marketing Automation (MA) to assist brands in developing omnichannel consumer operation capabilities. The platform utilizes innovative technologies such as Cloud-Native, AI-Agents, and Web3 to deliver a comprehensive suite of marketing tools tailored to streamline consumer engagement across various channels. It specializes in AI data analysis, chatbot services, and electronic direct mail (EDM) to enhance customer experiences and optimize marketing strategies. Additionally, Socialhub.ai offers features like NFT for membership and loyalty, real-time CDP for data analysis, and extensive integration capacity with over 50 link channels for brand interaction. The platform is known for its commitment to data security and holds certifications such as US SOC2 and EU GDPR privacy protection.

Pros
  • Unified CRM CDP and MA Suite: A seamless integration of CRM CDP and MA tools to enhance customer relationships and data management.
  • AI-Driven Consumer Engagement: Advanced AI algorithms and chatbots for personalized engagement across multiple channels.
  • NFT for Membership and Loyalty: Integration of NFT technology to incentivize loyalty and enhance customer retention.
  • Extensive Integration Capacity: Over 50 link channels to connect with customers wherever they are.
  • Robust Data Security Certification: Assurance of data security through certifications like US SOC2 and EU GDPR.
Cons
  • No specific cons or drawbacks of using Socialhub.ai were identified in the provided documents.
  • No specific cons or disadvantages of using Socialhub.ai were found in the provided documents.
  • No information available about specific cons of using Socialhub.ai

129 . Released

Released automates creating customizable Jira release notes and roadmaps, enhancing communication with visual elements and intuitive features.

Released:

Released is a platform designed to simplify product communication by transforming Jira tickets into visually appealing and customizable release notes and roadmaps. It automates the creation process, supports various content elements like images and lists, and integrates seamlessly with Jira for a streamlined workflow. The tool provides features such as categorizing posts, drag and drop functionality, and a 'Done Since' filter to enhance user experience and efficiency in generating release notes. While it offers great benefits for communication, some limitations include being limited to Jira integration, lacking scalability, and having pricing structures per user. Additionally, Released ensures security and scalability by leveraging top-tier security measures and user management within the Atlassian platform. It aims to simplify communication with customers and stakeholders, making it a valuable tool for product teams looking to streamline their communication processes.

Pros
  • Simplified release notes creation
  • Visually appealing notes
  • Customization to match brand
  • Feature to categorize posts
  • Automates writing tedious parts
  • Powerful editor for content
  • Supports images, lists, codes
  • 'Done Since' filter
  • Drag and drop functionality
  • Bulk add feature
  • Tracks already written issues
  • Seamless Jira integration
  • Embeddable release notes widget
  • Pricing plans flexibility
  • Time-saving tool
Cons
  • Watermark on standard package
  • May need technical know-how
  • No other platform integration
  • No mobile application
  • Pricing per user
  • Doesn't seem scalable
  • Limited to Jira integration

130 . Cargo

Cargo streamlines operations and boosts GTM efficiency with automated, data-driven tools for revenue teams.

Cargo is a comprehensive revenue infrastructure that empowers revenue teams to streamline their operations and maximize go-to-market (GTM) efficiency. It offers a modern and integrated data stack that equips revenue teams with the tools they need to make data-driven decisions and provides automation capabilities to save time and reduce errors.

131 . Polibird

Polibird integrates blockchain with smart contracts and dApps, offering AI Chat, AI Translate, and soon, AI Creativity.

Polibird is a platform that aims to bridge AI and the Web3 domain, enabling the integration of blockchain technology into smart contracts, decentralized applications, and various innovative ventures. Users can immerse themselves in this technological evolution by connecting their crypto wallets and discovering the limitless opportunities that lie ahead. The services offered include AI Chat, AI Translate, and AI Creativity (Coming soon).

132 . Spinify

Spinify boosts sales performance through gamification, AI insights, and customizable features for enhanced team engagement.

Spinify is an AI-powered sales gamification platform designed to make sales performance management engaging and transparent. It focuses on providing sales teams with visibility into sales data, driving performance, and fostering a positive company culture through gamified competition and recognized achievements. Spinify utilizes AI through its SpinifyGPT - Sidekick AI entity to leverage data-rich insights, transform sales targets into achievements, and assist in making informed decisions and tracking Key Performance Indicators effectively. The platform is suitable for various departments, remote teams, and service teams across different industries, offering customizable features to increase performance, competition, and recognition within teams. Spinify's features include customizable leaderboards, competition settings, visibility functions, recognition and fun mechanisms, personalized coaching options, and multiple device functionality, integrating with SpinifyGPT - Sidekick AI to provide data-rich insights for performance management.

Pros
  • Sales gamification platform
  • Sales performance management
  • Visibility into sales data
  • Positive company culture fostering
  • Gamified competition
  • Achievements recognition
  • Leaderboard feature
  • Comprehensive account of sales metrics
  • Offers coaching
  • Multiple device functionality
  • Suitable for various departments
  • Ideal for remote teams
  • Data-rich insights for informed decisions
  • Key performance indicators tracking
  • Customizable gamified competitions
Cons
  • Lacks customizability
  • No offline mode
  • Could have more integrations
  • No analytics feature
  • No real-time updates
  • Limited metrics/targets
  • Dependent on stable internet
  • No free version
  • Limited device compatibility

133 . Zia

Best for predicting customer behavior trends.
Zia is an innovative AI-driven assistant designed to enhance the efficiency of business operations through a variety of features tailored for CRM tasks. It provides smart grammar suggestions by understanding the nuances of context, ensuring clear communication. With translation support across 16 languages, Zia facilitates seamless interactions with diverse clients. For organizing notes and documentation, it intelligently recommends tags, while its product recommendation capabilities analyze sales trends to optimize cross-selling opportunities. Zia takes client interaction analysis a step further by suggesting the best times to reach out, thus improving engagement. Additionally, Zia streamlines routine tasks by proposing automated workflows, and it actively scrapes the web for valuable lead information. When it comes to data management, Zia can generate detailed reports, dazzling charts, and sophisticated pivot tables on-demand, while also predicting trends and highlighting anomalies. With its ability to efficiently distribute leads among sales representatives, Zia truly stands out as a comprehensive tool for enhancing productivity in customer relationship management.

134 . ConvergeHub

Best for streamlining client communication effectively.
ConvergeHub is a robust CRM platform designed to empower small and medium-sized businesses with efficient information management and collaboration tools. It allows administrators to establish hierarchical structures and implement data security protocols, ensuring that sensitive information is accessible only to the right team members. With features that enable role-based team creation, users can streamline task assignments and enhance information sharing across different levels of the organization. The platform offers user-friendly options for managing teams, including easy search functions, team deletion, customizable detail displays, and the ability to add new teams directly from the main listing page. ConvergeHub focuses on delivering a comprehensive suite of tools and solutions to support business operations, ultimately driving productivity and efficiency for its users.

135 . Smartlead

Best for streamline client communication flow.
Smartlead is a versatile CRM tool designed to cater to the unique needs of various professional roles, including marketing agencies, sales leaders, and recruiters. It provides a robust suite of solutions aimed at optimizing outreach and communication efforts. For marketing agencies, Smartlead facilitates effective multi-channel engagement, ensuring campaigns resonate with target audiences. Sales leaders can leverage Smartlead's AI technology to boost conversion rates, turning potential leads into loyal customers. Meanwhile, recruiters benefit from enhanced lead generation capabilities, enabling them to connect with candidates more efficiently. Key features of Smartlead include unlimited email warmups to bolster email reputation, automated email follow-ups for smoother communication, and SmartSenders, which helps establish a robust email infrastructure. With its focus on streamlining processes and improving customer interaction, Smartlead empowers businesses to enhance their operational efficiency and achieve their goals more effectively.