Best AI tools for< Automate Crm Data Entry >

Momentum is an AI-powered sales AI and automation tool that transforms conversations into structured insights, enabling teams to collaborate, prioritize, and close deals faster. It offers features like call notes capture, CRM automation, weekly reports, contact automation, AI signals sharing, Slack notifications, deal and account rooms, automated approvals, AI efficiency embedding, automated workflows, CRM hygiene improvement, coaching and discovery. Momentum provides practical AI solutions for sales teams to enhance customer retention, drive revenue growth, optimize efficiency, and productivity. It integrates deeply with Salesforce and Slack, along with other tools, to provide valuable insights and automate routine tasks.

Smarter Sales is a sales call data management and automation tool that helps businesses streamline their sales processes, improve performance metrics, and save time. It integrates with popular video conferencing platforms like Zoom, Teams, and Meets to automatically pull call recordings for analysis. The tool also automates CRM data entry, providing instant, personalized feedback post-call. Managers can access detailed performance dashboards and summarized email reports to make data-driven coaching decisions. Smarter Sales is fully customizable, allowing businesses to set their own CRM data preferences and extract specific data from each call. The tool also offers personalized AI learning materials and stunning chart creation capabilities to help businesses better understand their sales data and improve their sales strategies.

Attio is a next-generation CRM platform that leverages AI to revolutionize customer relationship management. It serves as an engine to build, scale, and grow companies to the next level. With powerful data automation, pipeline management, productivity tools, and detailed reporting, Attio offers a comprehensive solution for businesses to streamline their operations and enhance customer interactions. The platform is designed to adapt to the unique needs of each business, providing real-time insights and enabling users to automate complex processes with ease.

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.

Parsio is an AI-powered document parser that can extract structured data from PDFs, emails, and other documents. It uses natural language processing to understand the context of the document and identify the relevant data points. Parsio can be used to automate a variety of tasks, such as extracting data from invoices, receipts, and emails.

Seamless.AI is a real-time search engine and sales intelligence software designed to help B2B companies find accurate sales leads, connect with ideal customers, and close more deals at scale. It offers features such as Pitch Intelligence, Chrome Extension, Premium Data Enrichment, Autopilot, and Writer AI. With Seamless.AI, users can automate list-building efforts, identify buyer intent data, and leverage AI-powered copywriting tools to enhance sales and marketing messaging. The platform integrates with popular tools like Salesforce, Hubspot, and LinkedIn Sales Navigator to streamline data entry and increase productivity.

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.

Crisp is an all-in-one AI-powered business messaging platform that centralizes teams, conversations, data, and knowledge in one place. It offers features like centralized inbox for inbound messages, knowledge base creation, CRM for customer data management, AI-powered automations, website chat widget, and multichannel campaigns. Crisp is designed to enhance customer support, marketing, and sales processes by providing personalized interactions and automating repetitive tasks.

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.

Nova Echo AI is an AI application designed to automate sales processes through conversational AI technology. It offers a platform that enables users to create AI sales agents that can engage in real sales calls like a human, eliminating the need for recruitment agencies, training sales reps, and managing CRM systems separately. The application is equipped with Natural Language Understanding (NLU) and supports 12 languages, providing limitless sales potential. Nova Echo AI aims to enhance customer experience, streamline operations, and drive growth by understanding customer behavior and preferences. The platform ensures data security, multi-level commission opportunities, and efficient lead management, making it a valuable tool for businesses looking to leverage AI for sales automation.

Customers.ai is a website visitor identification and remarketing platform that helps businesses identify, track, and engage with their website visitors. The platform offers a range of features, including website visitor identification, email marketing, SMS marketing, and lead scoring. Customers.ai integrates with a number of popular CRM and marketing automation platforms, making it easy for businesses to use the platform's data to improve their marketing and sales efforts.

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.

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.

Clay is an AI-powered data enrichment and outreach automation tool designed to help go-to-market teams scale personalized outbound campaigns. It combines 75+ data enrichment tools, AI capabilities, and automation features to streamline lead generation, data cleaning, and personalized messaging. With access to 50+ data providers, Clay offers comprehensive coverage of information and enables users to connect, enrich, and sync their CRM data effortlessly. The platform also features AI web scraping, personalized email building, automated inbound and outbound processes, and data formatting functionalities.

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.

B2B Rocket offers AI Agents, including an SDR AI Agent, to automate B2B cold email marketing. The platform provides tools for lead search, data enrichment, email validation, data cleanup, intent data analysis, unified inbox management, email warm-up, email sending, AI auto-reply, spam detection, meeting scheduling, and unified calendar. B2B Rocket aims to supercharge sales processes by converting leads to clients using AI technology and a suite of sales tools. The platform emphasizes reaching ideal customers on autopilot, smart personalization, and increasing revenue. Users can customize their AI agents, launch them into action to identify and engage prospects, and conduct chat sessions and set up meetings autonomously.

Kanlet is an AI-powered tool designed to simplify pipeline generation for sales and marketing teams. It helps users identify warm leads by tracking key contacts, such as buyers, champions, and end-users, as they change jobs. The tool aims to provide users with an unfair advantage in prospecting by surfacing relationship triggers and automating outreach through personalization using Generative AI. Kanlet also offers a relationship-driven pipeline generation strategy, prioritizing high-intent accounts and boosting outbound conversions with former customers. Additionally, it assists in keeping CRM data accurate and clean by flagging departed contacts and updating missing buyer personas.

Boomerang is an AI-powered sales pipeline tool that helps businesses turn happy customers into revenue opportunities by tracking job changes, automating follow-ups, and generating warm intros. It offers features such as contact tracking, account tracking, warm intros, auto org charts, and CRM data quality. Boomerang outperforms competitors in pipeline conversion and job change tracking speed. The tool is designed to boost revenue growth, increase repeat buyers, and enhance customer engagement through personalized interactions.

Briefly is an AI application that provides AI meeting summaries, insights, and follow-ups. It offers features such as automatic call transcriptions, AI summaries, CRM integration, personalized health scores, and dynamic account plans. Briefly helps users streamline communication, enhance productivity, and optimize customer engagement effortlessly.

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.

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.

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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.

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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.

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.

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.

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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