Best AI tools for< Automate Crm Tasks >

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.

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.

Momentum AI is an enterprise listening platform that offers AI-driven agents to assist modern revenue teams in deal execution, customer retention, coaching, and AI CRO. The application integrates with various team tools to automate processes and streamline workflows. Momentum's AI agents organize conversations into insights, empowering teams to collaborate, prioritize, close deals, and expand business seamlessly. The platform provides features such as MEDDPIC Autopilot, AI Summaries, Tasks + Emails, Churn Risk Signals, Sentiment Analysis, and more to enhance sales and customer success strategies.

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.

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.

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.

Bitrix24 is an all-in-one online workspace for businesses, offering a wide range of tools such as CRM, task management, online meetings, collaboration features, and more. It provides solutions for sales management, customer communication, project management, online document storage, team collaboration, marketing automation, and human resources management. Bitrix24 aims to streamline workflows, enhance team productivity, and improve communication within organizations.

Bitrix24 is an all-in-one online workspace platform that offers a wide range of tools and features for businesses, including CRM, task management, online meetings, collaboration, project management, automation, HR management, and more. It provides solutions for sales, marketing, customer service, and internal communication, all in a single platform. With features like CoPilot AI assistance, mobile apps, integrations, and customizable options, Bitrix24 aims to streamline business processes and improve productivity.

Bitrix24 is an all-in-one online workspace for businesses, offering a wide range of tools such as CRM, task management, online meetings, collaboration features, and more. It provides seamless management of sales, customer relationships, team collaboration, project management, marketing, automation, and human resources functions. With features like CoPilot AI assistance, mobile CRM capabilities, task automation, and online document storage, Bitrix24 aims to streamline business operations and enhance productivity.

Sense Talent Engagement Platform is an AI-powered recruitment platform that offers a comprehensive suite of tools to streamline the hiring process. It provides automation workflows, database cleanup, interview scheduling, text messaging, mass texting, WhatsApp and SMS integration, mobile app support, candidate matching, AI chatbot, job matching, scheduling bot, smart FAQ, pre-screening, sourcing, live chat, instant apply, talent CRM, generative AI, voice AI, referrals, analytics, and more. The platform caters to various industries such as financial services, healthcare, logistics, manufacturing, retail, staffing, technology, and more, helping organizations attract, engage, and retain top talent efficiently.

Shadow is a Bot-Free AI Autopilot tool designed to assist users with post-meeting tasks. It listens to and understands conversations without a bot, helping users complete follow-up tasks 20x faster. Shadow generates transcripts, performs tasks discussed during meetings, and handles follow-up emails and CRM updates. The tool prioritizes privacy by storing recordings locally and offers features like extracting action items, key insights, follow-up emails, and performance feedback. Shadow is constantly learning new skills and aims to streamline meeting workflows for users.

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.

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.

Bizware AI is an all-in-one AI-powered platform designed to help businesses automate their sales and marketing processes, attract and close more customers, and build long-lasting client relationships on autopilot. The platform offers a wide range of features such as social media management, website chat widget, forms & surveys, automated nurture sequences, email & SMS marketing, phone system & autodialer, CRM & sales pipeline management, invoicing & payments, review & reputation management, and reporting & analytics. Bizware AI aims to streamline sales, generate more leads, build brand reputation, impress existing customers, and automate various tasks to help businesses grow efficiently.

Attio is an AI-native CRM platform that revolutionizes customer relationship management by leveraging artificial intelligence to build, scale, and grow companies to the next level. It offers powerful automation capabilities, detailed reporting, data synchronization, and customization features to help businesses streamline their processes and enhance productivity. Attio is designed to adapt to how businesses work, providing a flexible and efficient solution for managing customer data and interactions. The platform is built for scale and growth, with a strong focus on security and compliance to meet industry standards. Attio is the go-to CRM for thousands of companies looking to optimize their sales, marketing, and customer support operations.

Aircall is an AI-powered customer communications platform that unifies channels, automates tasks, and delivers actionable insights. Trusted by over 20,000 companies, Aircall offers easy-to-use features for better conversations, effortless management of business conversations, powerful analytics for more clarity, and AI-powered productivity to automate tasks and focus on customer relationships.

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.

Versational is an AI-powered work productivity tool that helps users automate note-taking, extract insights from conversations, and improve team collaboration. It offers features such as AI-powered meeting summaries, task management, CRM integration, and real-time transcription. Versational is designed to help users save time, improve productivity, and make better decisions.

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.

Turtle is an AI-powered customer service chatbot that offers a comprehensive CRM platform for businesses. It enables teams to cover the entire customer journey, collaborate seamlessly, and manage various tasks such as live chat, support tickets, sales funnel, and product analytics on a single platform. With features like secure data storage, cost reduction, and improved customer retention, Turtle aims to streamline customer service operations and enhance user experience.

A repository that lists papers related to Large Language Model (LLM) based agents. The repository covers various topics including survey, planning, feedback & reflection, memory mechanism, role playing, game playing, tool usage & human-agent interaction, benchmark & evaluation, environment & platform, agent framework, multi-agent system, and agent fine-tuning. It provides a comprehensive collection of research papers on LLM-based agents, exploring different aspects of AI agent architectures and applications.

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.

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.

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.

Awesome MCP Servers is a curated list of Model Context Protocol (MCP) servers that enable AI models to securely interact with local and remote resources through standardized server implementations. The list includes production-ready and experimental servers that extend AI capabilities through file access, database connections, API integrations, and other contextual services.

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.

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

Here we will keep track of the AI Game Development Tools, including LLM, Agent, Code, Writer, Image, Texture, Shader, 3D Model, Animation, Video, Audio, Music, Singing Voice and Analytics. 🔥 * Tool (AI LLM) * Game (Agent) * Code * Framework * Writer * Image * Texture * Shader * 3D Model * Avatar * Animation * Video * Audio * Music * Singing Voice * Speech * Analytics * Video Tool

hongbomiao.com is a personal research and development (R&D) lab that facilitates the sharing of knowledge. The repository covers a wide range of topics including web development, mobile development, desktop applications, API servers, cloud native technologies, data processing, machine learning, computer vision, embedded systems, simulation, database management, data cleaning, data orchestration, testing, ops, authentication, authorization, security, system tools, reverse engineering, Ethereum, hardware, network, guidelines, design, bots, and more. It provides detailed information on various tools, frameworks, libraries, and platforms used in these domains.

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.

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.

autoMate is an AI-powered local automation tool designed to help users automate repetitive tasks and reclaim their time. It leverages AI and RPA technology to operate computer interfaces, understand screen content, make autonomous decisions, and support local deployment for data security. With natural language task descriptions, users can easily automate complex workflows without the need for programming knowledge. The tool aims to transform work by freeing users from mundane activities and allowing them to focus on tasks that truly create value, enhancing efficiency and liberating creativity.

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.

A 20+ year Technical Salesforce CRM Expert Chatbot by Scott Ohlund

Zoho Deluge expert developer who is trained to write and debug Deluge Functions for Zoho CRM

Professional CRM expert offering insights into software and implementation.

Professional insights on CRM software and strategies

Expert in CRM creation

Pipedrive CRM expert assisting novice users with 'How to' guides and answers.

Expert Salesforce Administrator assisting with Salesforce queries.

Step-by-step Power Automate guide with efficiency tips.

Learn at your own pace and empower your organization with self-service automation.

Streamline Your Code, Automate with Ease - Expert Guidance at Every Step!

Automate Vinted product ads

I automate GPT creation, saving + 99% time and securing data, preventing someone steal your idea.

Expert in Alteryx, Power BI, Power Automate, Python, MySQL, Salesforce, & Tableau

Your AI bridge to the Internet of Things! Easily connect, control, and automate your smart devices with voice or text commands. 🏠💎

Trained on learn.microsoft.com content including Azure Functions, Logic Apps, DAX, Dynamics365, Microsoft 365, Compliance, ODATA, Power Agents, Apps, Automate, BI, Pages, Query, Power Platform Administration, Developer, Guidance

Auto-analyzes business documents, then offers further actions.

Advises on automating HR processes with GPTs, focusing on practicality and industry trends.

This GPT automatically fills YC application for you based on website or Pitch Deck

Automates DCF Analysis with internet-sourced data and summary table.

I'm a software engineer specializing in AutoHotkey scripting for Windows.