Best AI tools for< Update Crm >

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.

Leadbeam is an AI-powered Field Sales Software designed to help sales teams plan and capture field sales activities using AI technology. It enables sales leaders to make data-driven decisions, forecast accurately, and boost close rates while saving representatives time on manual tasks. Leadbeam integrates seamlessly with CRM systems, automates data entry, optimizes daily routes, and provides intelligent follow-ups to build relationships and increase deal closures.

Teammates.ai is an AI application designed for customer service, sales, and lead generation. It offers autonomous AI agents that handle entire business functions, providing human-like interactions in over 50 languages on various channels. The application aims to revolutionize customer support and sales processes by delivering 24/7 support, seamless CRM integration, and real-time responses to customer queries. With self-learning capabilities and scalability, Teammates.ai empowers businesses to enhance customer experience and boost productivity.

Briefly is an AI application that provides AI meeting summaries, insights, and follow-ups. It offers features such as automatic call transcriptions, AI summaries, CRM integration, personalized health scores, and dynamic account plans. Briefly helps users streamline communication, enhance productivity, and optimize customer engagement effortlessly.

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.

Hints is a sales AI assistant that helps sales reps to get more hours in a day while keeping CRM data accurate automatically. It works with Salesforce, Hubspot, and Pipedrive. With Hints, sales reps can log and retrieve CRM data on any device with chat and voice, get guidance on their next steps, and reminders of what's missing. Hints can also help sales reps to create complex CRM updates in seconds, find duplicates, suggest actions, automatically create associations, and look up sales data through chat and voice commands. Hints can assist sales reps in building the perfect sales process for their team and provides fast onboarding for new sales reps.

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.

Coefficient is a data connector tool for Google Sheets and Excel that empowers users to unlock the full potential of their spreadsheets by providing live connections to over 60 business systems. It offers features such as two-way syncing, automatic refreshes, and scheduled alerts, all powered by AI. Coefficient streamlines data import, visualization, and system updates, enabling users to eliminate manual work, improve data accuracy, and save time. Trusted by over 50,000 companies, Coefficient is a user-friendly tool that enhances data analysis and reporting processes.

CloseBot AI is a lead qualification bot and appointment booking tool powered by AI, designed for agencies to scale lead qualification and booking processes. It offers features like easy bot building with drag and drop interface, intentional typos and mood detection for human-like interactions, seamless integration with industry giants, and cost analysis tools for AI appointment setters. CloseBot provides quality and control, saves time and money, and offers a free plan with no monthly obligation. It is a scalable AI agent platform for agencies worldwide.

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.

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.

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.

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.

Momentum AI is an enterprise listening platform that offers AI-driven agents to assist modern revenue teams in deal execution, customer retention, coaching, and AI CRO. The application integrates with various team tools to automate processes and streamline workflows. Momentum's AI agents organize conversations into insights, empowering teams to collaborate, prioritize, close deals, and expand business seamlessly. The platform provides features such as MEDDPIC Autopilot, AI Summaries, Tasks + Emails, Churn Risk Signals, Sentiment Analysis, and more to enhance sales and customer success strategies.

Fellow.ai is an AI meeting assistant and notetaker product that allows users to record, transcribe, and summarize meetings with a focus on privacy and security. It automatically captures meeting notes, provides AI meeting insights, centralizes recordings, offers CRM automation, and facilitates pre-meeting preparation. Fellow is designed for various teams like Customer Success, Marketing, Engineering, Leadership, Sales, HR, and IT, providing actionable meeting notes and workflows tailored to each team's needs. It ensures privacy and control over meeting recordings and transcripts, offers org-wide analytics, and integrates with over 50 tools for seamless workflow management.

Laxis is a revolutionary AI Meeting Assistant designed to capture and distill key insights from every customer interaction effortlessly. It seamlessly integrates across platforms, from online meetings to CRM updates, all with a user-friendly interface. Laxis empowers revenue teams to maximize every customer conversation, ensuring no valuable detail is missed. With Laxis, sales teams can close more deals with AI note-taking and insights from client conversations, business development teams can engage prospects more effectively and grow their business faster, marketing teams can repurpose podcasts, webinars, and meetings into engaging content with a single click, product and market researchers can conduct better research interviews that get to the "aha!" moment faster, project managers can remember key takeaways and status updates, and capture them for progress reports, and product and UX designers can capture and organize insights from their interviews and user research.

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.

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.

CtrlPlain is an AI-powered tool designed to control sales updates in a plain and simple manner. It allows users to manage sales data directly within Google Sheets, offering features like real-time collaboration, stunning charts & graphs, and streamlined workflow. With CtrlPlain, users can eliminate manual data entry, maintain notes, and sync only relevant information to their CRM. The tool empowers sales professionals to focus on closing deals rather than struggling with CRM operations, providing freedom, flexibility, and real-time insights. CtrlPlain aims to simplify sales data management and manipulation, making it easier for users to access critical sales information anytime, anywhere.

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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