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.

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.

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.

Collective[i] is an AI-powered platform that helps businesses optimize their sales processes by leveraging AI technology to forecast sales, improve productivity, and grow revenue. The platform provides insights, automates tasks, and enhances decision-making to drive revenue optimization. Collective[i] offers applications such as Intelligent WriteBack™ for data cleansing, C[i]™ for Sales for buyer-centric selling, and Intelligence.com® for surfacing connections. The platform prioritizes enterprise-level security and privacy to ensure the confidentiality and integrity of business information.

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.

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 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.

NexLvL is an AI-powered CRM and all-in-one sales & marketing platform that offers a comprehensive solution for businesses to automate support, marketing, and sales processes. It integrates 14 essential business applications into one platform, providing users with a seamless experience to run their business efficiently. With features like Ai-messaging agents, lead qualification automation, and personalized SMS marketing, NexLvL aims to revolutionize the way businesses operate by leveraging AI technology and automated workflows.

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.

n8n is a powerful workflow automation software and tool that offers advanced AI capabilities. It is a popular platform for technical teams to automate workflows, integrate various services, and build autonomous agents. With over 400 integrations, n8n enables users to save time, streamline operations, and enhance security through AI-powered solutions. The tool supports self-hosting, external libraries, and a user-friendly interface for both coding and non-coding users.

AI Automation Agency is a platform that offers AI development services to businesses, focusing on optimizing processes, automating workflows, and elevating overall business performance. Their intelligent solutions include custom chatbots, AI tools, personalized integrations, lead generation, CRM automation, and sales funnels. The agency aims to streamline operations, improve communication, and drive business growth through efficient automation and smart solutions. With a team of experienced tech experts, they help businesses automate workflows, increase productivity, and focus on core objectives for measurable success.

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

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.

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.

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.

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 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.

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.

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.

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.

Professional CRM expert offering insights into software and implementation.

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

Expert in CRM creation

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

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

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

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

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