Best AI tools for< Automate Crm Fields >

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.

CloseBot AI is a lead qualification bot and appointment booking tool powered by AI, designed for agencies to scale lead qualification and booking processes. It offers features like easy bot building with drag and drop interface, intentional typos and mood detection for human-like interactions, seamless integration with industry giants, and cost analysis tools for AI appointment setters. CloseBot provides quality and control, saves time and money, and offers a free plan with no monthly obligation. It is a scalable AI agent platform for agencies worldwide.

JobtitlesAI is a machine-learning API that sorts job titles into two categories: field (sales, finance, I.T...) and position (executive, management, assistant...). It can be used in spreadsheets, Hubspot, or via API. JobtitlesAI is multilingual and GDPR compliant.

Leadbeam is an AI-powered Field Sales Software designed to help sales teams plan and capture field sales activities using AI technology. It enables sales leaders to make data-driven decisions, forecast accurately, and boost close rates while saving representatives time on manual tasks. Leadbeam integrates seamlessly with CRM systems, automates data entry, optimizes daily routes, and provides intelligent follow-ups to build relationships and increase deal closures.

VoiceLine is an AI-based field sales revenue intelligence tool that serves as an AI operating system for field sales teams. It allows users to capture touchpoints with their voice, automate admin tasks, and gain actionable insights directly from the field. The tool enhances efficiency, data quality, and employee satisfaction by simplifying data entry processes and providing hands-free operation for salespeople on the go. VoiceLine is designed to integrate seamlessly with existing systems and offers customizable automation features to streamline sales processes.

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.

Creatio AI is an AI-native platform that automates CRM and workflows with no-code. It offers a composable architecture for designing and evolving applications effortlessly. The platform combines Predictive, Generative, and Agentic AI to enhance productivity and customer experience. Creatio AI is recognized as a leader and visionary in Gartner and Forrester reports, providing powerful AI-native CRM capabilities with unmatched configurability and user experience.

MeetRecord is an AI-driven Revenue Intelligence Platform that offers Sales Coaching, CRM Automation, and Conversation AI services. The platform provides various AI-powered features such as AI Summaries, Next Steps Tracking, Market & Competition Analysis, Objection Handling, Call Library & Snippets, Personalized Coaching, Sales Scoring, Role Plays, BattleCards, Performance Management, Pipeline AI, Buyer Guide, Win/Loss Analysis, Deal Pulse, and Revenue Forecasting. MeetRecord helps businesses capture every interaction in CRM, unlock AI insights to consistently win deals, and drive predictable revenue growth. The platform is trusted by top brands and rated #1 in Agentic Revenue AI platform.

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.

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.

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.

Fellow.ai is an AI meeting assistant and notetaker product that allows users to record, transcribe, and summarize meetings with a focus on privacy and security. It automatically captures meeting notes, provides AI meeting insights, centralizes recordings, offers CRM automation, and facilitates pre-meeting preparation. Fellow is designed for various teams like Customer Success, Marketing, Engineering, Leadership, Sales, HR, and IT, providing actionable meeting notes and workflows tailored to each team's needs. It ensures privacy and control over meeting recordings and transcripts, offers org-wide analytics, and integrates with over 50 tools for seamless workflow management.

SMS-iT is an advanced Agentic AI CRM + ERP platform designed for Sales, Marketing, and Management. It offers 60+ AI-driven modules, 500,000 free verified leads monthly, and official Google Cloud partnership. With features like AI-driven lead generation, adaptive workflows, and seamless deal closures, SMS-iT empowers businesses to scale effortlessly. The platform integrates AI technology from Gemini & Open-AI to redefine customer relationships, automate critical processes, and optimize operations. SMS-iT is trusted by over 21,000 businesses worldwide for its intelligent platform that drives growth and success.

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.

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.

Vindey is an industry-leading AI-powered CRM platform designed for property management and sales solutions. It offers real-time smart suggestions, automation features, and intelligent sales automation to transform customer experiences. Vindey handles the entire sales pipeline, from lead qualification to deal closing, while providing personalized interactions and seamless lead management. The platform also offers AI-powered payment insights, workflow automation, and tailored solutions for various industries, such as sales, healthcare, real estate, education, and manufacturing.

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.

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.

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