Best AI tools for< Crm Consultant >
Infographic
20 - AI tool Sites
NexLvL
NexLvL is an AI-powered CRM and all-in-one sales & marketing platform that offers a comprehensive solution for businesses to automate support, marketing, and sales processes. It integrates 14 essential business applications into one platform, providing users with a seamless experience to run their business efficiently. With features like Ai-messaging agents, lead qualification automation, and personalized SMS marketing, NexLvL aims to revolutionize the way businesses operate by leveraging AI technology and automated workflows.
Qlerify
Qlerify is an AI-powered software modeling tool that helps digital transformation teams accelerate the digitalization of enterprise business processes. It allows users to quickly create workflows with AI, generate source code in minutes, and reuse actionable models in various formats. Qlerify supports powerful frameworks like Event Storming, Domain Driven Design, and Business Process Modeling, providing a user-friendly interface for collaborative modeling.
BetterFriendAI
BetterFriendAI is an AI-powered assistant that helps users record, summarize, and remember key points from conversations. It transcribes voice notes, provides clear summaries, suggests follow-up questions, and identifies connections that energize the user. It is designed to assist busy entrepreneurs in staying organized and building valuable networks.
Closely
Closely is an AI-powered LinkedIn automation tool designed for lead generation and outreach. It offers a comprehensive suite of features to streamline prospecting efforts, including LinkedIn scraping, email extraction, multichannel campaigns, meetings scheduling, and more. With a focus on seamless automation and integrated analytics, Closely aims to enhance sales operations and increase efficiency for individuals and teams. The platform is GDPR-compliant and provides extensive support for managing access levels within teams.
Real Estate 7
Real Estate 7 is a premium Real Estate WordPress theme that offers a complete end-to-end solution for real estate websites and businesses. It includes features such as CRM, IDX, Valuations, and AI tools. The theme is designed to attract and convert more clients with engaging and modern website designs. Real Estate 7 has been serving the real estate tech niche since 2008, providing top-notch services to agents, brokers, and consultants worldwide.
Juan Beltrán
Juan Beltrán is a website that offers AI applications and consulting services. The website provides a range of AI tools, including a LinkedIn lead generation tool, a LinkedIn profile optimizer, and a lead researcher tool. The website also offers a blog with articles on AI business transformation, AI use cases, and AI in the workplace. The website is designed to help businesses unlock the potential of AI and achieve exponential growth.
Kustomer
Kustomer is an AI-powered customer service CRM platform that offers a smart and simple solution for businesses to interact with their customers. By leveraging data and AI technology, Kustomer aims to transform how customers and agents interact, providing proactive support and increasing efficiency. The platform includes features such as AI Agent Copilot, AI Chatbots, Self-Service options, and App Marketplace integrations. Kustomer is trusted by innovative brands worldwide to deliver hyper-personalized service and drive business efficiency.
Resonate Growth Agency
Resonate Growth Agency is a HubSpot Diamond Agency Partner offering a range of services including HubSpot Onboarding, HubSpot Websites, RevOps as a Service, HubSpot Support, and HubSpot Apps. They provide AI-powered tools like AI Studio for HubSpot and 0CodeTools Workflow Extension. The agency helps companies grow by leveraging AI technology and HubSpot integration to enhance sales, marketing, and customer acquisition strategies. With a focus on B2B Tech, Enterprise Software, SaaS, Mobile Apps, Online Education, Insurance, and Fintech industries, Resonate aims to supercharge HubSpot usage for businesses.
Capacity
Capacity is an AI-powered platform that offers a wide range of tools and solutions to enhance customer support, contact center operations, and overall business productivity. It leverages artificial intelligence to automate various tasks, such as speech recognition, chatbots, voice biometrics, CRM automation, and more. Capacity aims to streamline workflows, improve customer interactions, and boost efficiency by providing intelligent solutions for various industries and use cases.
Wedo AI
Wedo AI is an all-in-one AI-powered platform designed to help businesses attract customers, convert leads, and manage various aspects of online marketing, sales, and delivery. It offers a range of tools such as AI ads, chat bots, social media planner, websites, ecommerce store, memberships, CRM, email marketing, analytics, and more. Wedo AI aims to streamline processes, increase efficiency, and drive revenue growth for entrepreneurs, startups, influencers, non-profits, coaches, contractors, freelancers, and consultants. The platform provides features for managing finances, automating billing, creating funnels, building websites, selling products, engaging with customers, and analyzing data to make informed decisions.
Rhetora AI
Rhetora AI is an AI-powered sales team playbook platform designed to help businesses generate consistent and qualified leads for their sales representatives. The platform leverages over 20 data providers and scrapes publicly available data sources to target ideal companies. Rhetora AI offers three different playbooks tailored for different needs, including founder-led, value-led, and signal-led playbooks. The platform also features smart engagement campaigns, AI-first CRM, and daily tasks execution managed by a combination of humans and AI.
ReachInbox
ReachInbox is an AI-powered email outreach tool designed to help users send cold emails that land directly in the inbox. It offers features such as unlimited email accounts, AI-driven prospecting, multi-channel capabilities, and personalized email sequences. With ReachInbox, users can 10x their sales pipeline, leads, meetings, and deals by streamlining cold email outreach with smart automation and unified management system. The platform ensures high email deliverability rates and provides tools for advanced campaign design, A/B testing, and automated follow-ups. ReachInbox also integrates with CRM systems, social platforms, and productivity tools for seamless user experience.
Flatlogic Solutions
Flatlogic Solutions is an AI-driven platform that enables businesses to create custom Business Software in just 3 steps. It offers a low-code solution that preserves the advantages of custom development, allowing users to own the software they create without platform restrictions. With features like AI-driven development, hosting solutions, and ready-to-use templates, Flatlogic saves time and resources in software development. The platform is designed to streamline app development, integrate AI capabilities, and provide post-launch adaptability for dynamic business needs.
Enterprise AI Solutions
The website is an AI tool that offers a wide range of AI, software, and tools for enterprise growth and automation. It provides solutions in areas such as AI hardware, automation, application security, CRM, cloud services, data management, generative AI, network monitoring, process intelligence, proxies, remote monitoring, surveys, sustainability, workload automation, and more. The platform aims to help businesses leverage AI technologies to enhance efficiency, security, and productivity across various industries.
LocalizeOS
LocalizeOS is an AI-powered platform designed to help real estate agents, teams, and brokerages excel at scale. The platform leverages proactive AI technologies such as conversational engines, machine learning algorithms, and big data analytics to reach, qualify, and follow up with a limitless number of buyers. LocalizeOS aims to amplify growth by providing tools for engaging leads, uncovering opportunities, and enhancing customer experience. The platform seamlessly integrates with existing technology stacks and has been recognized for its impact on lead conversion and sales in the real estate industry.
CaseYak
CaseYak is an AI tool that uses artificial intelligence to predict the value of personal injury claims. It offers a lead generation solution for law firms by providing case value predictions based on historical jury verdict data. The AI Lead Magnet feature creates a natural and empathetic agent to engage website visitors, helping convert them into signed clients. CaseYak also offers easy installation, brand customization, CRM integration, and multilingual support to enhance user experience and expand reach in the community.
FuseBase
FuseBase (Formerly Nimbus) is an online collaboration tool designed for businesses to enhance team collaboration and streamline project management. The platform offers features such as client collaboration, project management, knowledge management, data collection, and white-label solutions. FuseBase also integrates AI technology to provide users with an AI assistant for CRM, sales, marketing, and step-by-step guides. The application aims to improve client interactions, project efficiency, and overall business productivity by offering a centralized workspace for seamless collaboration and communication.
Top Producer
Top Producer is an all-in-one real estate software solution that offers a comprehensive suite of tools for real estate agents and brokers. It provides features such as real estate CRM, lead generation, AI-powered farming, lead routing, agent website, email marketing, integrations, dynamic workflows, transaction management, market snapshot reports, and more. With affordable lead generation, advanced automation, and smart follow-up technology, Top Producer helps users build meaningful relationships, simplify day-to-day tasks, and grow their real estate business.
ProRank
ProRank is an AI-powered platform that empowers organizations in the healthcare industry to find and hire top talent with precision and efficiency. The platform combines advanced technology with user-friendly features to streamline the recruitment process, ensuring efficient and effective candidate connections. ProRank offers a curated talent database, AI talent CRM, talent analytics, and key integrations with various ATS vendors, enabling organizations to make data-driven decisions and reduce unconscious bias in recruitment.
AllRize
AllRize is a legal practice management software designed to streamline operations, enhance efficiency, and improve profitability for modern law firms. It offers a comprehensive solution built on Microsoft 365 platform, integrating CRM, marketing, matter management, and accounting. AllRize aims to provide total transparency, visibility, and control to law firms, helping them make informed business decisions and stay competitive in the legal market.
20 - Open Source Tools
rpaframework
RPA Framework is an open-source collection of libraries and tools for Robotic Process Automation (RPA), designed to be used with Robot Framework and Python. It offers well-documented core libraries for Software Robot Developers, optimized for Robocorp Control Room and Developer Tools, and accepts external contributions. The project includes various libraries for tasks like archiving, browser automation, date/time manipulations, cloud services integration, encryption operations, database interactions, desktop automation, document processing, email operations, Excel manipulation, file system operations, FTP interactions, web API interactions, image manipulation, AI services, and more. The development of the repository is Python-based and requires Python version 3.8+, with tooling based on poetry and invoke for compiling, building, and running the package. The project is licensed under the Apache License 2.0.
screen-pipe
Screen-pipe is a Rust + WASM tool that allows users to turn their screen into actions using Large Language Models (LLMs). It enables users to record their screen 24/7, extract text from frames, and process text and images for tasks like analyzing sales conversations. The tool is still experimental and aims to simplify the process of recording screens, extracting text, and integrating with various APIs for tasks such as filling CRM data based on screen activities. The project is open-source and welcomes contributions to enhance its functionalities and usability.
partcad
PartCAD is a tool for documenting manufacturable physical products, providing tools to maintain product information and streamline workflows at all product lifecycle phases. It is a next-generation CAD tool that focuses on specifying manufacturable physical products using computer-aided design in a more generic sense, including the use of AI models. PartCAD offers modular and reusable packages for product information, generating outputs like product documentation, bill of materials, sourcing information, and manufacturing process specifications. It integrates with third-party tools for iterative improvements, design validation, and manufacturing processes verification. PartCAD also offers supplementary products like a CRM and inventory tool for managing part manufacturing and assembly shops. By enabling easy switching between third-party tools, PartCAD creates a competitive environment for service providers and ensures data sovereignty for users.
humanlayer
HumanLayer is a Python toolkit designed to enable AI agents to interact with humans in tool-based and asynchronous workflows. By incorporating humans-in-the-loop, agentic tools can access more powerful and meaningful tasks. The toolkit provides features like requiring human approval for function calls, human as a tool for contacting humans, omni-channel contact capabilities, granular routing, and support for various LLMs and orchestration frameworks. HumanLayer aims to ensure human oversight of high-stakes function calls, making AI agents more reliable and safe in executing impactful tasks.
free-for-life
A massive list including a huge amount of products and services that are completely free! ⭐ Star on GitHub • 🤝 Contribute # Table of Contents * APIs, Data & ML * Artificial Intelligence * BaaS * Code Editors * Code Generation * DNS * Databases * Design & UI * Domains * Email * Font * For Students * Forms * Linux Distributions * Messaging & Streaming * PaaS * Payments & Billing * SSL
iceburgcrm
Iceburg CRM is a metadata driven CRM with AI abilities that allows users to quickly prototype any CRM. It offers features like metadata creations, import/export in multiple formats, field validation, themes, role permissions, calendar, audit logs, API, workflow, field level relationships, module level relationships, and more. Created with Vue 3 for the frontend, Laravel 10 for the backend, Tailwinds with DaisyUI plugin, and Inertia for routing. Users can install default, admin panel, core, custom, or AI versions. The tool supports AI Assist for module data suggestions and provides API endpoints for CRM modules, search, specific module data, record updates, and deletions. Iceburg CRM also includes themes, custom field types, calendar, datalets, workflow, roles and permissions, import/export functionality, and custom seeding options.
design-studio
Tiledesk Design Studio is an open-source, no-code development platform for creating chatbots and conversational apps. It offers a user-friendly, drag-and-drop interface with pre-ready actions and integrations. The platform combines the power of LLM/GPT AI with a flexible 'graph' approach for creating conversations and automations with ease. Users can automate customer conversations, prototype conversations, integrate ChatGPT, enhance user experience with multimedia, provide personalized product recommendations, set conditions, use random replies, connect to other tools like HubSpot CRM, integrate with WhatsApp, send emails, and seamlessly enhance existing setups.
advisingapp
**Advising App™** is a software solution created by Canyon GBS™ that includes a robust personal assistant designed to support student service professionals in their day-to-day roles. The assistant can help with research tasks, draft communication, language translation, content creation, student profile analysis, project planning, ideation, and much more. The software also includes a student service CRM designed to support the management of prospective and enrolled students. Key features of the CRM include record management, email and SMS, service management, caseload management, task management, interaction tracking, files and documents, and much more.
tiledesk-dashboard
Tiledesk is an open-source live chat platform with integrated chatbots written in Node.js and Express. It is designed to be a multi-channel platform for web, Android, and iOS, and it can be used to increase sales or provide post-sales customer service. Tiledesk's chatbot technology allows for automation of conversations, and it also provides APIs and webhooks for connecting external applications. Additionally, it offers a marketplace for apps and features such as CRM, ticketing, and data export.
yudao-ui-admin-vue3
The yudao-ui-admin-vue3 repository is an open-source project focused on building a fast development platform for developers in China. It utilizes Vue3 and Element Plus to provide features such as configurable themes, internationalization, dynamic route permission generation, common component encapsulation, and rich examples. The project supports the latest front-end technologies like Vue3 and Vite4, and also includes tools like TypeScript, pinia, vueuse, vue-i18n, vue-router, unocss, iconify, and wangeditor. It offers a range of development tools and features for system functions, infrastructure, workflow management, payment systems, member centers, data reporting, e-commerce systems, WeChat public accounts, ERP systems, and CRM systems.
yao
YAO is an open-source application engine written in Golang, suitable for developing business systems, website/APP API, admin panel, and self-built low-code platforms. It adopts a flow-based programming model to implement functions by writing YAO DSL or using JavaScript. Yao allows developers to create web services by processes, creating a database model, writing API services, and describing dashboard interfaces just by JSON for web & hardware, and 10x productivity. It is based on the flow-based programming idea, developed in Go language, and supports multiple ways to expand the data stream processor. Yao has a built-in data management system, making it suitable for quickly making various management backgrounds, CRM, ERP, and other internal enterprise systems. It is highly versatile, efficient, and performs better than PHP, JAVA, and other languages.
bytedesk
Bytedesk is an AI-powered customer service and team instant messaging tool that offers features like enterprise instant messaging, online customer service, large model AI assistant, and local area network file transfer. It supports multi-level organizational structure, role management, permission management, chat record management, seating workbench, work order system, seat management, data dashboard, manual knowledge base, skill group management, real-time monitoring, announcements, sensitive words, CRM, report function, and integrated customer service workbench services. The tool is designed for team use with easy configuration throughout the company, and it allows file transfer across platforms using WiFi/hotspots without the need for internet connection.
ruoyi-vue-pro
The ruoyi-vue-pro repository is an open-source project that provides a comprehensive development platform with various functionalities such as system features, infrastructure, member center, data reports, workflow, payment system, mall system, ERP system, CRM system, and AI big model. It is built using Java backend with Spring Boot framework and Vue frontend with different versions like Vue3 with element-plus, Vue3 with vben(ant-design-vue), and Vue2 with element-ui. The project aims to offer a fast development platform for developers and enterprises, supporting features like dynamic menu loading, button-level access control, SaaS multi-tenancy, code generator, real-time communication, integration with third-party services like WeChat, Alipay, and cloud services, and more.
yudao-cloud
Yudao-cloud is an open-source project designed to provide a fast development platform for developers in China. It includes various system functions, infrastructure, member center, data reports, workflow, mall system, WeChat public account, CRM, ERP, etc. The project is based on Java backend with Spring Boot and Spring Cloud Alibaba microservices architecture. It supports multiple databases, message queues, authentication systems, dynamic menu loading, SaaS multi-tenant system, code generator, real-time communication, integration with third-party services like WeChat, Alipay, and more. The project is well-documented and follows the Alibaba Java development guidelines, ensuring clean code and architecture.
yudao-boot-mini
yudao-boot-mini is an open-source project focused on developing a rapid development platform for developers in China. It includes features like system functions, infrastructure, member center, data reports, workflow, mall system, WeChat official account, CRM, ERP, etc. The project is based on Spring Boot with Java backend and Vue for frontend. It offers various functionalities such as user management, role management, menu management, department management, workflow management, payment system, code generation, API documentation, database documentation, file service, WebSocket integration, message queue, Java monitoring, and more. The project is licensed under the MIT License, allowing both individuals and enterprises to use it freely without restrictions.
PromptChains
ChatGPT Queue Prompts is a collection of prompt chains designed to enhance interactions with large language models like ChatGPT. These prompt chains help build context for the AI before performing specific tasks, improving performance. Users can copy and paste prompt chains into the ChatGPT Queue extension to process prompts in sequence. The repository includes example prompt chains for tasks like conducting AI company research, building SEO optimized blog posts, creating courses, revising resumes, enriching leads for CRM, personal finance document creation, workout and nutrition plans, marketing plans, and more.
Panora
Panora is an open-source unified API tool that allows users to easily integrate and interact with various software platforms. It provides features like Magic Links for data access, Custom Fields for specific data points, Passthrough Requests for interacting with other platforms, and Webhooks for receiving normalized data. The tool supports integrations with CRM, Ticketing, ATS, HRIS, File Storage, Ecommerce, and more. Users can easily manage contacts, deals, notes, engagements, tasks, users, companies, and other data across different platforms. Panora aims to simplify data management and streamline workflows for businesses.
twelvet
Twelvet is a permission management system based on Spring Cloud Alibaba that serves as a framework for rapid development. It is a scaffolding framework based on microservices architecture, aiming to reduce duplication of business code and provide a common core business code for both microservices and monoliths. It is designed for learning microservices concepts and development, suitable for website management, CMS, CRM, OA, and other system development. The system is intended to quickly meet business needs, improve user experience, and save time by incubating practical functional points in lightweight, highly portable functional plugins.
superflows
Superflows is an open-source alternative to OpenAI's Assistant API. It allows developers to easily add an AI assistant to their software products, enabling users to ask questions in natural language and receive answers or have tasks completed by making API calls. Superflows can analyze data, create plots, answer questions based on static knowledge, and even write code. It features a developer dashboard for configuration and testing, stateful streaming API, UI components, and support for multiple LLMs. Superflows can be set up in the cloud or self-hosted, and it provides comprehensive documentation and support.
12 - OpenAI Gpts
Your SF CRM Assistant Chatbot
A 20+ year Technical Salesforce CRM Expert Chatbot by Scott Ohlund
Deluge Developer by TechBloom
Zoho Deluge expert developer who is trained to write and debug Deluge Functions for Zoho CRM
CRM Implementation
Professional CRM expert offering insights into software and implementation.
Pipedrive Pro
Pipedrive CRM expert assisting novice users with 'How to' guides and answers.
Clay
Ask questions and search across your network, contacts, and CRM — Linkedin, Facebook, email, and iMessage.
My Executive Assistant
Your personable and warm virtual executive assistant, adept in email, task, CRM and schedule management.
Magento Guru
Expert in Magento and Adobe Commerce, ready to share knowledge. For creation and support of Magento and Adobe Commerce stores - contact https://magenable.com.au