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.

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.

Attio is an AI-native CRM platform designed for Go-To-Market (GTM) builders. It offers powerful data workflows, reporting, pipeline management, and automation capabilities. Attio enables users to automate complex business processes, deploy AI for tasks like prospecting and lead routing, and integrate data from various sources. The platform is built for scale and growth, with a focus on security and real-time data insights. Attio is the next generation of CRM, providing a modern, flexible, and fast solution for businesses to execute their revenue strategies with precision.

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.

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