Best AI tools for< Manage Crm Tasks >
20 - AI tool Sites
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.
Capacity
Capacity is an AI-powered platform that offers a wide range of tools and solutions to enhance customer support, contact center operations, and overall business productivity. It leverages artificial intelligence to automate various tasks, such as speech recognition, chatbots, voice biometrics, CRM automation, and more. Capacity aims to streamline workflows, improve customer interactions, and boost efficiency by providing intelligent solutions for various industries and use cases.
Genius.AI
Genius.AI is a revolutionary AI platform designed to assist in sales and marketing activities. It serves as a copilot to help grow audience, promote products, and convert interest into sales. The platform offers features like generating marketing material, handling objections, creating daily to-do lists, and providing personalized content. With a focus on enterprise-level support, Genius.AI aims to simplify brand building, lead generation, and sales conversion processes. The platform is user-friendly, mobile-compatible, and available in multiple languages, making it accessible to a global audience.
Callbook.ai
Callbook.ai is a phone AI system designed specifically for seamless integration with Zoho CRM. It offers human-like AI calls, pre-configured AI assistants, easy integration without the need for extra tools or developers, and call data formatted for Zoho CRM fields. The application aims to address common issues faced by companies when implementing an AI phone system with Zoho CRM, providing a solution that eliminates the need for fine-tuning models and investing in developers.
Sense Talent Engagement Platform
Sense Talent Engagement Platform is an AI-powered recruitment platform that offers a comprehensive suite of tools to streamline the hiring process. It provides automation workflows, database cleanup, interview scheduling, text messaging, mass texting, WhatsApp and SMS integration, mobile app support, candidate matching, AI chatbot, job matching, scheduling bot, smart FAQ, pre-screening, sourcing, live chat, instant apply, talent CRM, generative AI, voice AI, referrals, analytics, and more. The platform caters to various industries such as financial services, healthcare, logistics, manufacturing, retail, staffing, technology, and more, helping organizations attract, engage, and retain top talent efficiently.
Capacity
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.
HubSpot
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.
Spreadsheet.com
Spreadsheet.com is an online spreadsheet that allows users to build no-code solutions for project management, CRM, and other tasks. It offers features such as sheet views, Gantt charts, Kanban boards, form views, calendar views, attachments, related rows, charts, reports, dashboards, automations, integrations, and Spreadsheet AI. Spreadsheet.com also provides a variety of templates for specific use cases, such as project management, sales and CRM, product development, finance and accounting, lists and checklists, HR and recruiting, small business, personal, team collaboration, marketing, IT and support, construction, education, real estate, startups, and nonprofits.
Versational
Versational is an AI-powered work productivity tool that helps users automate note-taking, extract insights from conversations, and improve team collaboration. It offers features such as AI-powered meeting summaries, task management, CRM integration, and real-time transcription. Versational is designed to help users save time, improve productivity, and make better decisions.
Crisp
Crisp is an all-in-one business messaging platform designed for startups and small to medium-sized businesses. It offers various features such as chat widget, chatbot builder, CRM, shared inbox, ticketing system, campaigns, knowledge base, and more to help businesses automate tasks, improve customer engagement, and provide efficient customer support. With Crisp, teams can collaborate effortlessly, gather data and knowledge in one place, and enhance customer experiences with personalized interactions.
Turtle
Turtle is an AI-powered customer service chatbot that offers a comprehensive CRM platform for businesses. It enables teams to cover the entire customer journey, collaborate seamlessly, and manage various tasks such as live chat, support tickets, sales funnel, and product analytics on a single platform. With features like secure data storage, cost reduction, and improved customer retention, Turtle aims to streamline customer service operations and enhance user experience.
Zaplify
Zaplify is an AI-powered tool designed to help users find and reach potential customers, investors, and partners through personalized communication on Email and LinkedIn. It offers features such as AI-generated messages and follow-ups, prospecting, combined LinkedIn & Email management, integrations with CRM systems, and personalized communication tailored to individual users. Zaplify aims to streamline sales conversations, save time, and enhance user productivity by leveraging AI technology.
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.
Fluxon
Fluxon is a scalable sales automation tool that streamlines the outbound process, from prospecting to personalized email outreach. It automates finding the right prospects, creating personalized email sequences, and integrating with various tools to enhance workflow efficiency. With Fluxon, users can focus on closing deals while the tool handles the outbound tasks, ultimately boosting response rates and keeping emails relevant.
AI Repli
AI Repli is an AI-powered communication tool that helps users generate instant replies to emails, social media messages, and other text-based communications. It leverages patterned learning AI to streamline email drafting and replies, ensuring data privacy. With its cross-platform integration, AI Repli can be used within various web-based tools and platforms, including email clients and CRM systems. The tool offers a range of features, including personalized responses, smart prompts, and the ability to choose from different AI models based on specific needs.
Data Hivemind
Data Hivemind is a company that provides automation services to businesses. They help businesses automate tasks such as lead generation, project management, recruiting, and CRM setup. Data Hivemind uses a variety of tools to automate tasks, including Zapier, Make.Com, Alteryx, N8N, Python, and others. They also offer a variety of services, including onboarding, weekly consultations, and documentation with every project.
Chative.IO
Chative is an AI-powered platform that helps e-commerce and online businesses engage with customers through live chat and chatbots. It offers an Omni-channel inbox to streamline and manage all chats across channels, e-commerce messaging to stay in touch with customers and create new orders, CRM for social messaging to unify customer profiles, and AI agent & automation to automate personalized engagement and support. Chative empowers businesses to centralize data, enhance customer insights, personalize recommendations, and automate repetitive tasks to drive sales and improve customer satisfaction.
QRev
QRev is an AI-powered sales tool designed to revolutionize the sales process by automating mundane tasks and allowing salespeople to focus on closing deals. It offers features such as researching prospects, scaling outreach, competitive research, and personalized email campaigns. QRev aims to save time and increase efficiency for sales teams, providing modern CRM capabilities and insights into sales calls. With QRev, users can access leads from a massive database, run research 24/7, and personalize campaign sequences at scale.
Luna.ai
Luna.ai is a sales automation tool that uses artificial intelligence (AI) to help businesses find and engage with potential customers. The tool offers a range of features, including lead generation, email marketing, and customer relationship management (CRM). Luna.ai is designed to help businesses improve their sales performance by automating tasks and providing insights into customer behavior.
Edward
Edward is a conversational AI platform that helps businesses automate customer service, sales, and marketing tasks. It uses natural language processing and machine learning to understand customer intent and provide personalized responses. Edward can be integrated with a variety of business applications, including CRM, help desk, and e-commerce platforms.
20 - Open Source AI Tools
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.
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.
advisingapp
**Advising App™** is a software solution created by Canyon GBS™ that includes a robust personal assistant designed to support student service professionals in their day-to-day roles. The assistant can help with research tasks, draft communication, language translation, content creation, student profile analysis, project planning, ideation, and much more. The software also includes a student service CRM designed to support the management of prospective and enrolled students. Key features of the CRM include record management, email and SMS, service management, caseload management, task management, interaction tracking, files and documents, and much more.
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
ai-agents-masterclass
AI Agents Masterclass is a repository dedicated to teaching developers how to use AI agents to transform businesses and create powerful software. It provides weekly videos with accompanying code folders, guiding users on setting up Python environments, using environment variables, and installing necessary packages to run the code. The focus is on Large Language Models that can interact with the outside world to perform tasks like drafting emails, booking appointments, and managing tasks, enabling users to create innovative applications with minimal coding effort.
superflows
Superflows is an open-source alternative to OpenAI's Assistant API. It allows developers to easily add an AI assistant to their software products, enabling users to ask questions in natural language and receive answers or have tasks completed by making API calls. Superflows can analyze data, create plots, answer questions based on static knowledge, and even write code. It features a developer dashboard for configuration and testing, stateful streaming API, UI components, and support for multiple LLMs. Superflows can be set up in the cloud or self-hosted, and it provides comprehensive documentation and support.
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.
iceburgcrm
Iceburg CRM is a metadata driven CRM with AI abilities that allows users to quickly prototype any CRM. It offers features like metadata creations, import/export in multiple formats, field validation, themes, role permissions, calendar, audit logs, API, workflow, field level relationships, module level relationships, and more. Created with Vue 3 for the frontend, Laravel 10 for the backend, Tailwinds with DaisyUI plugin, and Inertia for routing. Users can install default, admin panel, core, custom, or AI versions. The tool supports AI Assist for module data suggestions and provides API endpoints for CRM modules, search, specific module data, record updates, and deletions. Iceburg CRM also includes themes, custom field types, calendar, datalets, workflow, roles and permissions, import/export functionality, and custom seeding options.
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.
bytedesk
Bytedesk is an AI-powered customer service and team instant messaging tool that offers features like enterprise instant messaging, online customer service, large model AI assistant, and local area network file transfer. It supports multi-level organizational structure, role management, permission management, chat record management, seating workbench, work order system, seat management, data dashboard, manual knowledge base, skill group management, real-time monitoring, announcements, sensitive words, CRM, report function, and integrated customer service workbench services. The tool is designed for team use with easy configuration throughout the company, and it allows file transfer across platforms using WiFi/hotspots without the need for internet connection.
ruoyi-vue-pro
The ruoyi-vue-pro repository is an open-source project that provides a comprehensive development platform with various functionalities such as system features, infrastructure, member center, data reports, workflow, payment system, mall system, ERP system, CRM system, and AI big model. It is built using Java backend with Spring Boot framework and Vue frontend with different versions like Vue3 with element-plus, Vue3 with vben(ant-design-vue), and Vue2 with element-ui. The project aims to offer a fast development platform for developers and enterprises, supporting features like dynamic menu loading, button-level access control, SaaS multi-tenancy, code generator, real-time communication, integration with third-party services like WeChat, Alipay, and cloud services, and more.
yudao-boot-mini
yudao-boot-mini is an open-source project focused on developing a rapid development platform for developers in China. It includes features like system functions, infrastructure, member center, data reports, workflow, mall system, WeChat official account, CRM, ERP, etc. The project is based on Spring Boot with Java backend and Vue for frontend. It offers various functionalities such as user management, role management, menu management, department management, workflow management, payment system, code generation, API documentation, database documentation, file service, WebSocket integration, message queue, Java monitoring, and more. The project is licensed under the MIT License, allowing both individuals and enterprises to use it freely without restrictions.
yudao-cloud
Yudao-cloud is an open-source project designed to provide a fast development platform for developers in China. It includes various system functions, infrastructure, member center, data reports, workflow, mall system, WeChat public account, CRM, ERP, etc. The project is based on Java backend with Spring Boot and Spring Cloud Alibaba microservices architecture. It supports multiple databases, message queues, authentication systems, dynamic menu loading, SaaS multi-tenant system, code generator, real-time communication, integration with third-party services like WeChat, Alipay, and more. The project is well-documented and follows the Alibaba Java development guidelines, ensuring clean code and architecture.
aimeos-core
Aimeos is an Open Source e-commerce framework for online shops consisting of the e-commerce library, the administration interface and different front-ends. It offers a modular stack that provides flexibility and speed. Unlike other shop systems, Aimeos allows users to choose from several user front-ends and customize them according to their needs or create their own. It is suitable for medium to large businesses requiring seamless integration into existing systems like content management, customer relationship management, or enterprise resource planning systems. Aimeos also serves as a base for portals or marketplaces.
AIGODLIKE-ComfyUI-Translation
A plugin for multilingual translation of ComfyUI, This plugin implements translation of resident menu bar/search bar/right-click context menu/node, etc
RAGHub
RAGHub is a community-driven project focused on cataloging new and emerging frameworks, projects, and resources in the Retrieval-Augmented Generation (RAG) ecosystem. It aims to help users stay ahead of changes in the field by providing a platform for the latest innovations in RAG. The repository includes information on RAG frameworks, evaluation frameworks, optimization frameworks, citation frameworks, engines, search reranker frameworks, projects, resources, and real-world use cases across industries and professions.
ciso-assistant-community
CISO Assistant is a tool that helps organizations manage their cybersecurity posture and compliance. It provides a centralized platform for managing security controls, threats, and risks. CISO Assistant also includes a library of pre-built frameworks and tools to help organizations quickly and easily implement best practices.
infra
E2B Infra is a cloud runtime for AI agents. It provides SDKs and CLI to customize and manage environments and run AI agents in the cloud. The infrastructure is deployed using Terraform and is currently only deployable on GCP. The main components of the infrastructure are the API server, daemon running inside instances (sandboxes), Nomad driver for managing instances (sandboxes), and Nomad driver for building environments (templates).
20 - OpenAI Gpts
Your SF CRM Assistant Chatbot
A 20+ year Technical Salesforce CRM Expert Chatbot by Scott Ohlund
My Executive Assistant
Your personable and warm virtual executive assistant, adept in email, task, CRM and schedule management.
CRM Implementation
Professional CRM expert offering insights into software and implementation.
Pipedrive Pro
Pipedrive CRM expert assisting novice users with 'How to' guides and answers.
Clay
Ask questions and search across your network, contacts, and CRM — Linkedin, Facebook, email, and iMessage.
Magento Guru
Expert in Magento and Adobe Commerce, ready to share knowledge. For creation and support of Magento and Adobe Commerce stores - contact https://magenable.com.au
FODMAPs Dietician
Dietician that helps those with IBS manage their symptoms via FODMAPs. FODMAP stands for fermentable oligosaccharides, disaccharides, monosaccharides and polyols. These are the chemical names of 5 naturally occurring sugars that are not well absorbed by your small intestine.
Cognitive Behavioral Coach
Provides cognitive-behavioral and emotional therapy guidance, helping users understand and manage their thoughts, behaviors, and emotions.
1ACulma - Management Coach
Cross-cultural management. Useful for those who relocate to another country or manage cross-cultural teams.
Finance Butler(ファイナンス・バトラー)
I manage finances securely with encryption and user authentication.
GroceriesGPT
I manage your grocery lists to help you stay organized. *1/ Tell me what to add to a list. 2/ Ask me to add all ingredients for a receipe. 3/ Upload a receipt to remove items from your lists 4/ Add an item by simply uploading a picture. 5/ Ask me what items I would recommend you add to your lists.*