Best AI tools for< Automate Crm Updates >
20 - AI tool Sites
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Momentum
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.
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People.ai
People.ai is an AI-powered platform that revolutionizes the way businesses approach revenue generation. It offers a holistic solution combining automated activity capture with account and opportunity management to create a unified Go-To-Market (GTM) motion. The platform leverages generative AI to automate manual tasks, inspect account and deal health, and provide prescriptive coaching recommendations. People.ai helps businesses modernize by providing complete, accurate, and enriched data complemented by AI-driven insights to empower sales teams and drive immediate results.
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Sybill
Sybill is an AI sales assistant application that provides accurate and automatic call summaries, AI follow-up emails, and deal summaries. It helps sales teams save time by automating CRM updates, generating personalized follow-up emails, and analyzing verbal and non-verbal cues during calls. Sybill empowers sales professionals with comprehensive meeting summaries, contextual outcomes, and insights to close more deals effectively. The application is designed to enhance sales productivity, improve customer relationships, and streamline sales processes.
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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.
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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.
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LIFEDATA
LIFEDATA is an omnichannel platform that helps businesses manage their customer relationships, marketing, and sales processes on WhatsApp. The platform provides a variety of features, including: * **WhatsApp marketing:** Businesses can use LIFEDATA to create and send marketing campaigns on WhatsApp, including newsletters, promotions, and updates. * **WhatsApp automation:** Businesses can use LIFEDATA to automate their WhatsApp conversations, such as sending welcome messages, answering FAQs, and scheduling appointments. * **WhatsApp commerce:** Businesses can use LIFEDATA to sell products and services on WhatsApp, including accepting payments and managing orders. * **AI Generativa:** LIFEDATA uses artificial intelligence to help businesses generate personalized content, such as product recommendations and marketing messages. * **Data Intelligence & Gen AI:** LIFEDATA provides businesses with data and insights to help them improve their marketing and sales strategies.
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Attain
Attain is the world's first generative AI-powered CRM designed specifically for startups, offering lightning-fast performance. With superpowers like AI-enhanced lead generation, real-time prospecting from a massive contact database, smart AI meeting assistant, and AttainGPT™ for generating analytics effortlessly, Attain revolutionizes the CRM experience. It is a modern, unified CRM tailored to meet the demands of contemporary sales processes, infused with cutting-edge AI capabilities. Backed by prestigious investors like Y Combinator and Khosla Ventures, Attain is set to redefine CRM solutions for businesses.
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Oliv
Oliv is a sales rep AI copilot that helps sales managers and their teams save time and close more deals. It automates tasks such as pre-meeting research, live note-taking, and CRM updates, so that sales reps can focus on building relationships and winning deals. Oliv also provides real-time guidance on key questions to ask during meetings, and helps sales reps identify and close gaps in the deal.
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Laxis
Laxis is an AI Meeting Assistant designed to empower revenue teams by capturing and distilling key insights from customer interactions effortlessly. It offers seamless integration across platforms, from online meetings to CRM updates, with a user-friendly interface. Laxis helps users stay focused during meetings, auto-generate meeting summaries, identify customer requirements, and extract valuable insights. It supports multilingual interactions, real-time transcriptions, and provides answers based on past conversations. Trusted by over 35,000 business professionals from 3000 organizations, Laxis saves time, improves note-taking, and enhances communication with clients and prospects.
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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.
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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.
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Attention
Attention is an AI-powered platform that transforms call recordings into valuable insights and actions for sales teams. It offers features such as generating follow-up emails, updating Salesforce, alerting stakeholders of churn risk, creating coaching scorecards, and more. The platform helps sales teams analyze calls, identify coaching priorities, onboard new team members quickly, align sales messaging, and automate follow-up emails with AI. Attention aims to revolutionize sales workflows by providing real-time actionable intelligence and enhancing productivity.
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Scratchpad
Scratchpad is an AI-powered workspace designed for sales teams to streamline their sales processes and enhance productivity. It offers a range of features such as AI Sales Assistant, Pipeline Management, Deal Rooms, Automations & Enablement, and Deal Inspection. With Scratchpad, sales teams can benefit from real-time notes, call summaries, and transcripts, as well as AI prompts for sales processes. The application aims to simplify sales execution, improve CRM hygiene, and provide better deal control through automation and in-line coaching.
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Swyft AI
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.
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Creatio AI
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.
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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.
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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.
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Collective[i]
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.
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Modjo
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.
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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.
20 - Open Source AI Tools
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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.
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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.
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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
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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.
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partcad
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.
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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.
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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
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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.
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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.
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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.
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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.
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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'.
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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.
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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.
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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].
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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.
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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.
20 - OpenAI Gpts
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CRM Implementation
Professional CRM expert offering insights into software and implementation.
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Your SF CRM Assistant Chatbot
A 20+ year Technical Salesforce CRM Expert Chatbot by Scott Ohlund
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Pipedrive Pro
Pipedrive CRM expert assisting novice users with 'How to' guides and answers.
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Deluge Developer by TechBloom
Zoho Deluge expert developer who is trained to write and debug Deluge Functions for Zoho CRM
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Power Automate Tutor
Learn at your own pace and empower your organization with self-service automation.
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Self Builder
I automate GPT creation, saving + 99% time and securing data, preventing someone steal your idea.
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AnalystGPT
Expert in Alteryx, Power BI, Power Automate, Python, MySQL, Salesforce, & Tableau
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🤖 SmartLink Integrator 🌎
Your AI bridge to the Internet of Things! Easily connect, control, and automate your smart devices with voice or text commands. 🏠💎
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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
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HR Automation GPT
Advises on automating HR processes with GPTs, focusing on practicality and industry trends.
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YC Application GPT
This GPT automatically fills YC application for you based on website or Pitch Deck
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AutoHotKey Script Helper
I'm a software engineer specializing in AutoHotkey scripting for Windows.