Best AI tools for< automate crm >

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.

Momentum is a sales automation and AI-powered platform that helps businesses close more deals efficiently. It integrates with Salesforce and Slack to provide real-time insights into sales performance, automate tasks, and improve coaching and forecasting. Momentum's AI capabilities include call summaries, MEDDIC autopilot, spotless emails, contact automation, and AI signals. It also offers automated workflows, CRM hygiene, and automated coaching to help businesses streamline their sales processes and improve productivity.

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.

Salee AI is a powerful tool that helps businesses optimize their B2B engagement on LinkedIn. With its AI-driven features, Salee can help you write personalized messages, learn about leads, and manage chats, making networking easy. Salee has helped over 4000 users reclaim over 22,000 hours and improve reply rates by 40%.

Business Automated is an independent automation consultancy offering custom automation solutions for businesses. The website provides various products and services related to automation, including GPT Gmail extension, content creation with AI tools like OpenAi GPT3.5 and GPT4, file management solutions, website access using GPT API, chatbot development, project management tools, CRM systems, and more. Users can find tutorials and resources on the website to enhance their automation capabilities.

Salesmate is a modern and flexible CRM for all teams. It offers a wide range of features to help businesses automate their sales processes, engage with customers, and generate leads. Salesmate is also highly customizable, so businesses can tailor it to their specific needs.

folk is an all-in-one CRM that helps businesses manage their relationships with customers, leads, and partners. It offers a range of features to help businesses track their interactions, automate their marketing and sales processes, and close more deals. folk is easy to use and integrates with a range of other business tools, making it a valuable asset for any business.

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.

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.

GTM AI Product Platform is an all-in-one marketing and sales solution that uses artificial intelligence to help businesses automate tasks, eliminate bloat, and achieve full GTM Velocity. The platform includes a variety of features such as content creation, demand generation, language translation, and CRM enrichment. GTM AI Product Platform is trusted by over 15 million users at leading organizations and is the first GTM AI platform of its kind.

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.

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.

echowin is an all-in-one AI call answering and workflow automation platform designed to help businesses automate their incoming phone calls, enhancing efficiency and customer satisfaction. The platform utilizes the latest advancements in AI to provide an end-to-end business automation solution, from the phone number to the CRM. echowin offers customizable base layers and tools that allow businesses to model and automate their existing workflows, integrating with over 6000+ business applications and supporting custom integrations through HTTP Rest API and webhooks. The platform seamlessly fuses the power of generative AI with the flexibility and control of a flow-based system, making it ideal for various business use cases.

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.

Exceed.ai is a Conversational Marketing and Sales Platform that leverages AI to automate conversations across the revenue lifecycle. It offers AI-powered assistants that engage with leads and customers through personalized human-like conversations over Email, Website Chat, and SMS. The platform helps in capturing, engaging, qualifying, and scheduling meetings with leads at scale, disrupting sales and marketing unit economics. Exceed.ai is trusted by marketers of leading companies and has been proven to increase productivity, generate more sales-ready leads, and achieve sales quotas. It seamlessly integrates with major CRMs, marketing automation, and sales automation platforms.

I Need Leads is an all-in-one lead generation and marketing platform that helps businesses of all sizes capture, nurture, and close leads more easily and efficiently. With its user-friendly tools and powerful AI capabilities, I Need Leads streamlines the lead management process, automates marketing tasks, and provides valuable insights to help businesses grow and succeed.

Closely is an AI-powered LinkedIn automation tool designed for lead generation and outreach. It offers a comprehensive suite of features to streamline prospecting efforts, including LinkedIn scraping, email extraction, multichannel campaigns, meetings scheduling, and more. With a focus on seamless automation and integrated analytics, Closely aims to enhance sales operations and increase efficiency for individuals and teams. The platform is GDPR-compliant and provides extensive support for managing access levels within teams.

Crisp is an all-in-one business messaging platform designed for startups and small to medium-sized businesses. It offers a variety of features such as chat widget, chatbot builder, CRM, shared inbox, ticketing system, and campaign management. Crisp aims to centralize conversations, data, and knowledge in one place to enhance customer service and automate repetitive tasks. The platform is user-friendly and provides tools for customer support, marketing, and sales teams to engage with customers effectively.

Merge is a unified API platform that offers integrations for HR, Payroll, Accounting, Ticketing, CRM, and ATS systems. It provides a single API for over 200 integrations, enabling users to automate user provisioning and access custom fields. Merge is designed for enterprise scale, offering real-time data, developer tools, and integration observability. The platform focuses on common data models, limitless use cases, and seamless integration experience to enhance customer satisfaction and streamline the integration process.

HubSpot is a customer relationship management (CRM) platform that provides software and tools for marketing, sales, customer service, content management, and operations. It is designed to help businesses grow by connecting their data, teams, and customers on one platform. HubSpot's AI tools are used to automate tasks, personalize marketing campaigns, and provide insights into customer behavior.

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.

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 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.

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.

AI Agents Framework is a .NET framework built on Semantic Kernel and Orleans for creating and hosting event-driven AI Agents. It is currently in an experimental phase and not recommended for production use. The framework aims to automate requirements engineering, planning, and coding processes using event-driven agents.

PatchWork is an open-source framework designed for automating development tasks using large language models. It enables users to automate workflows such as PR reviews, bug fixing, security patching, and more through a self-hosted CLI agent and preferred LLMs. The framework consists of reusable atomic actions called Steps, customizable LLM prompts known as Prompt Templates, and LLM-assisted automations called Patchflows. Users can run Patchflows locally in their CLI/IDE or as part of CI/CD pipelines. PatchWork offers predefined patchflows like AutoFix, PRReview, GenerateREADME, DependencyUpgrade, and ResolveIssue, with the flexibility to create custom patchflows. Prompt templates are used to pass queries to LLMs and can be customized. Contributions to new patchflows, steps, and the core framework are encouraged, with chat assistants available to aid in the process. The roadmap includes expanding the patchflow library, introducing a debugger and validation module, supporting large-scale code embeddings, parallelization, fine-tuned models, and an open-source GUI. PatchWork is licensed under AGPL-3.0 terms, while custom patchflows and steps can be shared using the Apache-2.0 licensed patchwork template repository.

Auto Playwright is a tool that allows users to run Playwright tests using AI. It eliminates the need for selectors by determining actions at runtime based on plain-text instructions. Users can automate complex scenarios, write tests concurrently with or before functionality development, and benefit from rapid test creation. The tool supports various Playwright actions and offers additional options for debugging and customization. It uses HTML sanitization to reduce costs and improve text quality when interacting with the OpenAI API.

AutoNode is a self-operating computer system designed to automate web interactions and data extraction processes. It leverages advanced technologies like OCR (Optical Character Recognition), YOLO (You Only Look Once) models for object detection, and a custom site-graph to navigate and interact with web pages programmatically. Users can define objectives, create site-graphs, and utilize AutoNode via API to automate tasks on websites. The tool also supports training custom YOLO models for object detection and OCR for text recognition on web pages. AutoNode can be used for tasks such as extracting product details, automating web interactions, and more.

Professional CRM expert offering insights into software and implementation.

Professional insights on CRM software and strategies

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

Zoho Deluge expert developer who is trained to write and debug Deluge Functions for Zoho CRM

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

Learn at your own pace and empower your organization with self-service automation.

Streamline Your Code, Automate with Ease - Expert Guidance at Every Step!

Expert in Alteryx, Power BI, Power Automate, Python, MySQL, Salesforce, & Tableau

Your AI bridge to the Internet of Things! Easily connect, control, and automate your smart devices with voice or text commands. 🏠💎

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

Auto-analyzes business documents, then offers further actions.

Advises on automating HR processes with GPTs, focusing on practicality and industry trends.

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

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

I'm a software engineer specializing in AutoHotkey scripting for Windows.

Automates URL submissions via an API post OAuth.

Improves efficiency and productivity through automation solutions.

Improves efficiency and productivity through automation solutions.

Performs a task

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