Best AI tools for< Automate Crm Tasks >
20 - AI tool Sites
Cubeo AI
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
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.
CustomerIQ
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
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
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.
Sense Talent Engagement Platform
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
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
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
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.
Strama
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.
Fluxon
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
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
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
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.
HubSpot
HubSpot is a customer relationship management (CRM) platform that provides software and tools for marketing, sales, customer service, content management, and operations. It is designed to help businesses grow by connecting their data, teams, and customers on one platform. HubSpot's AI tools are used to automate tasks, personalize marketing campaigns, and provide insights into customer behavior.
Sybill
Sybill is an AI-powered personal assistant designed specifically for sales teams. It uses advanced natural language processing (NLP) and machine learning algorithms to analyze sales conversations, identify key insights, and automate tasks. With Sybill, sales teams can save time, improve productivity, and close more deals.
I Need Leads
I Need Leads is an all-in-one lead generation and marketing platform that helps businesses of all sizes capture, nurture, and close leads more easily and efficiently. With its user-friendly tools and powerful AI capabilities, I Need Leads streamlines the lead management process, automates marketing tasks, and provides valuable insights to help businesses grow and succeed.
Spreadsheet.com
Spreadsheet.com is an online spreadsheet that allows users to build no-code solutions for project management, CRM, and other tasks. It offers features such as sheet views, Gantt charts, Kanban boards, form views, calendar views, attachments, related rows, charts, reports, dashboards, automations, integrations, and Spreadsheet AI. Spreadsheet.com also provides a variety of templates for specific use cases, such as project management, sales and CRM, product development, finance and accounting, lists and checklists, HR and recruiting, small business, personal, team collaboration, marketing, IT and support, construction, education, real estate, startups, and nonprofits.
Crisp
Crisp is an all-in-one business messaging platform designed for startups and small to medium-sized businesses. It offers various features such as chat widget, chatbot builder, CRM, shared inbox, ticketing system, campaigns, knowledge base, and more to help businesses automate tasks, improve customer engagement, and provide efficient customer support. With Crisp, teams can collaborate effortlessly, gather data and knowledge in one place, and enhance customer experiences with personalized interactions.
ActiveCampaign
ActiveCampaign is an all-in-one marketing automation platform that helps businesses create and automate personalized customer experiences. It offers a wide range of features, including email marketing, dynamic content, segmentation, sales CRM, landing pages, and forms. ActiveCampaign also integrates with over 900 other marketing apps, making it a powerful tool for businesses of all sizes.
20 - Open Source AI Tools
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.
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.
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.
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.
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.
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
ai-game-development-tools
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
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.
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.
tracecat
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
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
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
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
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
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
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
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.
20 - 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.
Power Automate Tutor
Learn at your own pace and empower your organization with self-service automation.
Self Builder
I automate GPT creation, saving + 99% time and securing data, preventing someone steal your idea.
AnalystGPT
Expert in Alteryx, Power BI, Power Automate, Python, MySQL, Salesforce, & Tableau
🤖 SmartLink Integrator 🌎
Your AI bridge to the Internet of Things! Easily connect, control, and automate your smart devices with voice or text commands. 🏠💎
Power Platform Helper
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
HR Automation GPT
Advises on automating HR processes with GPTs, focusing on practicality and industry trends.
YC Application GPT
This GPT automatically fills YC application for you based on website or Pitch Deck
AutoHotKey Script Helper
I'm a software engineer specializing in AutoHotkey scripting for Windows.