Best AI tools for< Crm Specialist >

SubSync is the #1 CRM for Home Services that leverages AI technology to help home service businesses accelerate their revenue by generating, engaging, and converting new leads. It offers a comprehensive all-in-one platform for lead prospecting, marketing automation, and sales management. SubSync's innovative features streamline the process of finding and connecting with potential customers, empowering sales teams to focus on quality interactions. With SubSync, users can automate time-consuming workflows, track campaign performance, and optimize their sales funnel, ultimately leading to increased efficiency and higher ROI.

ABATA AI is an innovative AI-driven CRM platform that leverages advanced artificial intelligence and machine learning to revolutionize customer relationship management. The application offers a suite of powerful solutions including Assist, Beacon, Coach, and Duke, which automate tasks, predict customer behavior, enhance team productivity, and provide deep insights to drive business growth and customer satisfaction.

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.

Optimove is a Customer-Led Marketing Platform that leverages a real-time Customer Data Platform (CDP) to orchestrate personalized multichannel campaigns optimized by AI. It enables businesses to deliver personalized experiences in real-time across various channels such as web, app, and marketing channels. With a focus on customer-led marketing, Optimove helps brands improve customer KPIs through data-driven campaigns and top-tier personalization. The platform offers a range of resources, including industry benchmarks, marketing guides, success stories, and best practices, to help users achieve marketing mastery.

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.

Crustdata is a platform that provides real-time LinkedIn headcount and people data for making informed investment and sales decisions. It offers curated, dynamic data refreshed weekly to help users stay updated on company performance, sales dynamics, investment intelligence, and competitive intelligence. The platform enables users to track companies of interest, enrich CRM systems, and access various datasets related to web traffic, Google search impressions, product reviews, CEO and company reviews, investment data, SEO rankings, company news, and Form D filings. Additionally, Crustdata offers services to identify and fix data gaps, modernize data pipelines, and leverage AI for market mapping and competitor identification.

Superbench is an AI-powered platform designed to transform home service businesses by providing innovative technology solutions for enhanced efficiency, customer satisfaction, and growth. The platform offers AI-powered sales bots, scheduling and CRM platform, and conversational marketing analytics to automate tasks, provide instant responses, accurate quotations, and personalized service recommendations. Superbench aims to empower businesses with advanced AI technology tailored to meet their specific needs, enhancing operational visibility and customer support.

Nyne.ai is an AI-driven lead generation and engagement tool that combines the power of AI technology with strategic insights to create a lead generation ecosystem. It empowers businesses to optimize outreach efforts, track lead conversions, and maximize lead conversion rates. Nyne.ai offers real-time analytics, self-optimizing campaigns, and seamless integration with CRM and marketing tools to streamline the lead management process.

User.com is a marketing automation platform that offers a wide range of features to help businesses streamline their marketing, sales, and customer support processes. It provides tools for customer data management, CRM, mobile integration, segmentation, no-code automations, analytics, omnichannel experiences, email marketing, push notifications, and more. The platform aims to deliver personalized and engaging user experiences through automation and data-driven insights.

Inventive is an AI-powered RFP & questionnaire response management platform that drives 70%+ efficiency in sales response workflows. It offers AI responses 10X faster, a unified knowledge hub, AI content management, AI agents hub, and integrations with existing knowledge sources. Users can craft winning responses for RFPs & questionnaires with the help of Inventive's AI technology, leading to increased productivity and competitive advantage.

Vendasta is an AI-powered platform that helps digital agencies scale their business and assist clients in succeeding. It offers a full-stack platform with features like Snapshot Report for personalized needs assessment, Project Management for tracking and executing projects, Workflow Automations for optimizing productivity, CRM for managing customer relationships, Marketing Automation for generating leads, and Payments for invoicing clients. Vendasta also provides a Marketplace to grow revenue, Brandable Client Portal for client management, and AI-Assisted Web Chat for capturing leads. The platform caters to various industries and roles, offering solutions for B2B companies, web agencies, SEO agencies, advertising agencies, MSP & VAR, SaaS, social media agencies, creative agencies, franchises, and publishers.

Pinnacle Ai is an innovative CRM solution that helps businesses attract and close more customers by providing tools for automated revenue generation. The platform integrates sales and marketing efforts, reduces operational costs, and enhances sales effectiveness. With features like lead capture, nurturing campaigns, and deal closing capabilities, Pinnacle Ai empowers businesses to grow and stay competitive in the market.

Salesmate is a modern CRM software designed for teams to market, sell, and service from one platform. It offers advanced automation features to streamline processes, engage customers across all channels, generate leads, and make better decisions with rich data and insights. Salesmate is highly customizable, user-friendly, and suitable for various industries and roles. With time-saving tools, automations, and AI capabilities, Salesmate aims to improve user experience and boost business growth.

Klipy is an AI-powered CRM platform that offers a comprehensive solution for managing all aspects of revenue growth. From automating manual tasks to providing insights through AI analytics, Klipy helps businesses streamline their sales processes and enhance customer relationships. The platform is designed to enrich, log, and organize deal flows, while also offering features like call analytics, playbooks, and pipeline orchestration. Klipy is trusted by various companies and is known for its security measures, ensuring data protection through encryption and anonymization. With a focus on growth operations management, Klipy aims to simplify the sales enablement process and improve customer loyalty.

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.

EmailFlow.ai is a revolutionary AI sales agent platform that leverages artificial intelligence to automate and optimize email marketing campaigns. It offers a full-stack solution for B2B lead generation, including AI agents that create personalized pitches, a vast database of 65 million B2B email leads, and cutting-edge email infrastructure. The platform uses unique microeconomic reasoning to craft tailored emails for each recipient, ensuring high engagement rates and improved results. EmailFlow.ai also provides custom enterprise solutions and 24/7 technical support for businesses looking to enhance their email marketing strategies.

Univw is an AI-powered sales CRM designed for start-ups and small businesses. It offers custom dashboards, reports, and analytics, along with features like automated call quality assurance, external automations, agent coaching using AI, and intelligent summarization of notes. Univw aims to enhance business efficiency by providing powerful features that streamline sales processes, improve data access control, integrate cloud telephony, bring data from external sources, offer a flexible workflow engine, and enable data visualization for better decision-making.

Mosaictrack is an AI-powered platform that revolutionizes the recruitment process by leveraging artificial intelligence to match candidates with suitable job opportunities. The platform offers a range of products and features, including diversity enhancement, chatbot engagement, and machine learning-based recruiting. Mosaictrack aims to streamline the hiring process, reduce bias, and improve candidate experience through innovative AI technologies.

Haptik is a Conversational CRM platform powered by Generative AI, offering a suite of AI-powered solutions for customer experience, sales assistance, and self-serve support. It seamlessly integrates Generative AI into marketing, support, and operations to drive business efficiency at scale. Trusted by 500+ leading brands, Haptik provides bespoke AI solutions tailored to unique enterprise requirements across various industries. The platform leverages Generative AI to offer intelligent analytics, user behavior insights, and low code builder tools for creating conversational experiences across multiple channels like WhatsApp, Instagram, Messenger, Google Business Messages, and more.

HubSpot is an AI-powered CRM platform that offers integrated solutions for marketing, sales, and customer service. It provides powerful tools with artificial intelligence across the platform to enhance productivity, accelerate growth, and access valuable data. HubSpot's AI tools include Breeze, which optimizes the customer platform, and various features like Breeze Agent for social media, sales space, omnichannel customer support, content creation, and data management. The platform caters to startups, small businesses, and enterprises, offering a unified customer platform that grows with the business.

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.

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.

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.

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.

Aimeos is an Open Source e-commerce framework for online shops consisting of the e-commerce library, the administration interface and different front-ends. It offers a modular stack that provides flexibility and speed. Unlike other shop systems, Aimeos allows users to choose from several user front-ends and customize them according to their needs or create their own. It is suitable for medium to large businesses requiring seamless integration into existing systems like content management, customer relationship management, or enterprise resource planning systems. Aimeos also serves as a base for portals or marketplaces.

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.

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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.

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.

**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 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.

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 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.

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 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 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.

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.

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