Best AI tools for< Automate Crm >

Swyft AI is an AI-powered tool that automates CRM data capture and sales motions. It integrates with popular CRM and web conferencing tools, allowing sales teams to save time and improve data accuracy. Swyft AI's key features include automatic CRM data capture, workflow automation, and call summarization. It offers advantages such as improved data hygiene, increased sales productivity, and reduced manual work for revenue teams.

Momentum is an AI-powered sales automation tool that extracts and structures data from sales and customer service calls, providing actionable insights that sync directly with CRM systems like Salesforce. It automates note-taking, call summaries, and workflow approvals, enhancing sales efficiency and customer engagement. Momentum integrates with popular tools like Slack and Zoom to streamline communication and provide valuable insights to revenue teams. The platform aims to optimize sales processes, improve data capture, and enhance coaching scalability for high-performing revenue teams.

Cubeo AI is a no-code AI Assistant builder that allows users to create their own AI Team with diverse capabilities. Users can build AI Agents for various tasks like research, content creation, talent acquisition, and more. The platform offers pre-built AI Agents and the ability to customize AI Assistants using different formats like PDFs, Docx, MP3s, and videos. Cubeo AI aims to streamline business operations, boost productivity, and enhance customer engagement through automated solutions.

CustomerIQ is an AI platform designed to drive revenue and retention by automating administrative tasks and extracting actionable insights for sales teams, customer success, marketing, and product departments. It seamlessly integrates with CRM, help desk, and messaging apps to capture and sync CRM fields, automate research, meeting briefs, and handoffs, and quantify insights for product, marketing, and customer experience. CustomerIQ prioritizes enterprise-grade security and scalability, ensuring data privacy and encryption. The platform aims to empower teams with automation and insights, allowing them to focus on building rapport while the AI handles the rest.

Modjo is an AI platform designed to boost sales team productivity, enhance commercial efficiency, and develop sales skills. It captures interactions with customers, creates an augmented conversational database, and deploys AI solutions within organizations. Modjo's AI capabilities help in productivity, sales execution, and coaching, enabling teams to focus on selling, manage pipelines efficiently, and develop sales skills. The platform offers features like AI call scoring, CRM filling, call reviews, email follow-up, and insights library.

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.

MiClient.ai is an AI-powered Sales automation SaaS that offers a Lead Management System Software to streamline the deal closure process for businesses. It provides a comprehensive CRM software with CPQ capabilities, enabling users to manage their pipeline, create deals, send proposals, co-review deals with customers, and close contracts with e-signatures. MiClient.ai aims to boost sales efficiency by automating client interactions, speeding up proposal sending, eliminating quoting errors, and maximizing revenue through intelligent pricing strategies.

Capacity is an AI-powered support automation platform that offers a wide range of features to streamline customer support processes. It provides self-service options, chatbots, knowledge base management, voice biometrics, CRM automation, live chat, and more. The platform is designed to enhance customer interactions, automate workflows, and improve overall efficiency in customer support operations. Capacity is trusted by over 2,000 organizations, ranging from small brands to large enterprises, and is known for its user-friendly interface and secure compliance with data protection regulations.

B2B Rocket's AI Agents is an AI tool designed to automate B2B cold email marketing and lead generation processes. The application offers a suite of features to access leads, enrich data, validate emails, and engage with prospects across multiple channels. With advanced AI capabilities, the tool aims to streamline sales processes, increase efficiency, and boost revenue generation for businesses. B2B Rocket's AI Agents empowers users to reach ideal customers on autopilot, personalize interactions, and optimize lead engagement through intelligent automation and personalized communication.

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.

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.

n8n is a powerful workflow automation software and tool that offers advanced AI capabilities. It is a popular platform for technical teams to automate workflows, integrate various services, and build autonomous agents. With over 400 integrations, n8n enables users to save time, streamline operations, and enhance security through AI-powered solutions. The tool supports self-hosting, external libraries, and a user-friendly interface for both coding and non-coding users.

AI Automation Agency is a platform that offers AI development services to businesses, focusing on optimizing processes, automating workflows, and elevating overall business performance. Their intelligent solutions include custom chatbots, AI tools, personalized integrations, lead generation, CRM automation, and sales funnels. The agency aims to streamline operations, improve communication, and drive business growth through efficient automation and smart solutions. With a team of experienced tech experts, they help businesses automate workflows, increase productivity, and focus on core objectives for measurable success.

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.

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.

Hubtype is an enterprise chatbot platform that offers customer service automation solutions beyond text-only AI. It provides a messaging-first helpdesk, a drag-and-drop flow builder, and a customer service analytics suite to help businesses create interactive and efficient automated customer experiences. With end-to-end encryption, secure SSL Webhooks, and seamless integration with existing technologies, Hubtype aims to enhance customer satisfaction and drive sales conversions.

Cykel AI is an AI co-pilot designed to assist users in automating various digital tasks. It interacts with any website to complete complex tasks based on user instructions, allowing users to offload 50% of their to-do list to AI. From sending emails to updating spreadsheets, Cykel offers a seamless way to streamline digital workflows and boost productivity. With features like autonomous learning, scalable parallel tasking, and the ability to create and share shortcuts, Cykel aims to revolutionize task automation for individuals and teams across different industries.

Kili is an automation tool that allows users to automate repetitive tasks using natural language. It is designed to be easy to use, even for those who do not have any coding experience. Kili can be used to automate a wide variety of tasks, including data entry, customer service, and sales. It can also be integrated with a variety of business applications, making it a versatile tool for businesses of all sizes.

Fluxon is a scalable sales automation tool that streamlines the outbound process, from prospecting to personalized email outreach. It automates finding the right prospects, creating personalized email sequences, and integrating with various tools to enhance workflow efficiency. With Fluxon, users can focus on closing deals while the tool handles the outbound tasks, ultimately boosting response rates and keeping emails relevant.

Strama is an AI-powered assistant designed to streamline project management for sales teams. It automates and simplifies sales workflows by capturing meetings, organizing information, and facilitating faster follow-ups to help close deals efficiently. With features like note-taking, task automation, natural language insights, and seamless CRM integration, Strama enhances productivity and collaboration within sales teams.

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.

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.

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.

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.

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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.

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.

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.

Tracecat is an open-source automation platform for security teams. It's designed to be simple but powerful, with a focus on AI features and a practitioner-obsessed UI/UX. Tracecat can be used to automate a variety of tasks, including phishing email investigation, evidence collection, and remediation plan generation.

LaVague is an open-source Large Action Model framework that uses advanced AI techniques to compile natural language instructions into browser automation code. It leverages Selenium or Playwright for browser actions. Users can interact with LaVague through an interactive Gradio interface to automate web interactions. The tool requires an OpenAI API key for default examples and offers a Playwright integration guide. Contributors can help by working on outlined tasks, submitting PRs, and engaging with the community on Discord. The project roadmap is available to track progress, but users should exercise caution when executing LLM-generated code using 'exec'.

Ragna is a RAG orchestration framework designed for managing workflows and orchestrating tasks. It provides a comprehensive set of features for users to streamline their processes and automate repetitive tasks. With Ragna, users can easily create, schedule, and monitor workflows, making it an ideal tool for teams and individuals looking to improve their productivity and efficiency. The framework offers extensive documentation, community support, and a user-friendly interface, making it accessible to users of all skill levels. Whether you are a developer, data scientist, or project manager, Ragna can help you simplify your workflow management and boost your overall performance.

Admyral is an open-source Cybersecurity Automation & Investigation Assistant that provides a unified console for investigations and incident handling, workflow automation creation, automatic alert investigation, and next step suggestions for analysts. It aims to tackle alert fatigue and automate security workflows effectively by offering features like workflow actions, AI actions, case management, alert handling, and more. Admyral combines security automation and case management to streamline incident response processes and improve overall security posture. The tool is open-source, transparent, and community-driven, allowing users to self-host, contribute, and collaborate on integrations and features.

Tiledesk is an Open Source Live Chat platform with integrated Chatbots written in NodeJs and Express. It provides a multi-channel platform for Web, Android, and iOS, offering out-of-the-box chatbots that work alongside humans. Users can automate conversations using native chatbot technology powered by AI, connect applications via APIs or Webhooks, deploy visual applications within conversations, and enable applications to interact with chatbots or end-users. Tiledesk is multichannel, allowing chatbot scripts with images and buttons to run on various channels like Whatsapp, Facebook Messenger, and Telegram. The project includes Tiledesk Server, Dashboard, Design Studio, Chat21 ionic, Web Widget, Server, Http Server, MongoDB, and a proxy. It offers Helm charts for Kubernetes deployment, but customization is recommended for production environments, such as integrating with external MongoDB or monitoring/logging tools. Enterprise customers can request private Docker images by contacting [email protected].

Concierge is a versatile automation tool designed to streamline repetitive tasks and workflows. It provides a user-friendly interface for creating custom automation scripts without the need for extensive coding knowledge. With Concierge, users can automate various tasks across different platforms and applications, increasing efficiency and productivity. The tool offers a wide range of pre-built automation templates and allows users to customize and schedule their automation processes. Concierge is suitable for individuals and businesses looking to automate routine tasks and improve overall workflow efficiency.

Browser Copilot is a browser extension that enables users to utilize AI assistants for various web application tasks. It provides a versatile UI and framework to implement copilots that can automate tasks, extract information, interact with web applications, and utilize service APIs. Users can easily install copilots, start chats, save prompts, and toggle the copilot on or off. The project also includes a sample copilot implementation for testing purposes and encourages community contributions to expand the catalog of copilots.

PentestGPT is a penetration testing tool empowered by ChatGPT, designed to automate the penetration testing process. It operates interactively to guide penetration testers in overall progress and specific operations. The tool supports solving easy to medium HackTheBox machines and other CTF challenges. Users can use PentestGPT to perform tasks like testing connections, using different reasoning models, discussing with the tool, searching on Google, and generating reports. It also supports local LLMs with custom parsers for advanced users.

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