Best AI tools for< Manage Crm Tasks >
20 - AI tool Sites
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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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ZenCall.ai
ZenCall.ai is an AI-powered virtual assistant tool designed to simplify call management for businesses. It offers features such as instant AI agent setup, call handling, outbound call management, and CRM integration. ZenCall ensures efficient call routing, instant call notifications, and secure data handling. With support for multiple languages and API integration, ZenCall enhances customer communication and optimizes call management processes.
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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.
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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.
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Bitrix24
Bitrix24 is an all-in-one online workspace for businesses, offering a wide range of tools such as CRM, task management, online meetings, collaboration features, and more. It provides solutions for sales management, customer communication, project management, online document storage, team collaboration, marketing automation, and human resources management. Bitrix24 aims to streamline workflows, enhance team productivity, and improve communication within organizations.
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Bitrix24
Bitrix24 is an all-in-one online workspace for businesses, offering tools for CRM, tasks, online meetings, and more. It provides features such as sales management, team collaboration, task and project management, online document storage, website creation, online store setup, HR and automation tools, and AI-powered assistance through CoPilot. Bitrix24 aims to streamline business operations and enhance team productivity by centralizing various business functions in one platform.
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Bitrix24
Bitrix24 is an all-in-one online workspace platform that offers a wide range of tools and features for businesses, including CRM, task management, online meetings, collaboration, project management, automation, HR management, and more. It provides solutions for sales, marketing, customer service, and internal communication, all in a single platform. With features like CoPilot AI assistance, mobile apps, integrations, and customizable options, Bitrix24 aims to streamline business processes and improve productivity.
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Bitrix24
Bitrix24 is an all-in-one online workspace for businesses, offering a wide range of tools such as CRM, task management, online meetings, collaboration features, and more. It provides seamless management of sales, customer relationships, team collaboration, project management, marketing, automation, and human resources functions. With features like CoPilot AI assistance, mobile CRM capabilities, task automation, and online document storage, Bitrix24 aims to streamline business operations and enhance productivity.
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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.
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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.
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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.
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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.
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Bizware 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.
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Jamy.ai
Jamy.ai is an AI-powered meeting assistant that joins virtual calls, records audio and video, generates transcriptions, summaries, and extracts key topics and tasks related to the meeting. It offers features like automatic task assignment, customizable templates, webhook configurations, and personalized reports. Jamy.ai aims to streamline meeting productivity and enhance team collaboration by providing accurate meeting summaries and facilitating task management.
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Bitrix24
Bitrix24 is an all-in-one online workspace for businesses, offering a wide range of tools and features such as CRM, task management, online meetings, collaboration, project management, HR management, and more. It provides a comprehensive platform for businesses to streamline their operations, improve productivity, and enhance communication and collaboration among team members.
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Bitrix24
Bitrix24 is an all-in-one online workspace designed for businesses to manage various aspects such as CRM, tasks, online meetings, and more. It offers a comprehensive set of tools for sales management, collaboration, project management, HR optimization, and automation. With features like CRM, task tracking, project collaboration, online meetings, and AI-powered assistance, Bitrix24 aims to streamline workflows, enhance productivity, and improve communication within organizations.
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Bitrix24
Bitrix24 is a comprehensive online workspace designed to streamline business operations by offering a wide range of tools and features. It includes CRM functionalities for managing sales, clients, and communication channels, task and project management capabilities, collaboration tools for teamwork enhancement, website building and online store creation options, HR management solutions, and an AI-powered assistant called CoPilot. With a user-friendly interface and integration with various services, Bitrix24 aims to improve productivity and efficiency for businesses of all sizes.
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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.
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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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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.
20 - Open Source AI Tools
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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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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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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.
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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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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.
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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.
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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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twelvet
Twelvet is a permission management system based on Spring Cloud Alibaba that serves as a framework for rapid development. It is a scaffolding framework based on microservices architecture, aiming to reduce duplication of business code and provide a common core business code for both microservices and monoliths. It is designed for learning microservices concepts and development, suitable for website management, CMS, CRM, OA, and other system development. The system is intended to quickly meet business needs, improve user experience, and save time by incubating practical functional points in lightweight, highly portable functional plugins.
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pi-nexus-autonomous-banking-network
A decentralized, AI-driven system accelerating the Open Mainet Pi Network, connecting global banks for secure, efficient, and autonomous transactions. The Pi-Nexus Autonomous Banking Network is built using Raspberry Pi devices and allows for the creation of a decentralized, autonomous banking system.
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meilisearch
Meilisearch is a lightning-fast search engine that seamlessly integrates into apps, websites, and workflows. It offers features like hybrid search, search-as-you-type, typo tolerance, filtering, sorting, synonym support, geosearch, extensive language support, security management, multi-tenancy, RESTful API, AI-readiness, easy installation, deployment, and maintenance.
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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.
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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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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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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.
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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.
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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.
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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.
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Telco-AIX
Telco-AIX is a collaborative experimental workspace dedicated to exploring data-driven decision-making use-cases using open source AI capabilities and open datasets. The repository focuses on projects related to revenue assurance, fraud management, service assurance, latency predictions, 5G network operations, sustainability, energy efficiency, SecOps-AI for networking, AI-powered SmartGrid, IoT perimeter security, anomaly detection, root cause analysis, customer relationship management voice app, Starlink quality of experience predictions, and NoC AI augmentation for OSS.
20 - OpenAI Gpts
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Your SF CRM Assistant Chatbot
A 20+ year Technical Salesforce CRM Expert Chatbot by Scott Ohlund
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My Executive Assistant
Your personable and warm virtual executive assistant, adept in email, task, CRM and schedule management.
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CRM Implementation
Professional CRM expert offering insights into software and implementation.
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Pipedrive Pro
Pipedrive CRM expert assisting novice users with 'How to' guides and answers.
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Clay
Ask questions and search across your network, contacts, and CRM — Linkedin, Facebook, email, and iMessage.
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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
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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.
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Cognitive Behavioral Coach
Provides cognitive-behavioral and emotional therapy guidance, helping users understand and manage their thoughts, behaviors, and emotions.
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1ACulma - Management Coach
Cross-cultural management. Useful for those who relocate to another country or manage cross-cultural teams.
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Finance Butler(ファイナンス・バトラー)
I manage finances securely with encryption and user authentication.
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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.*