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March 14, 2024

12 Best AI CRM Tools For Enhancing Your Productivity

March 14, 2024
Best AI CRM Tools For Enhancing Your Productivity

Are you eager to take your customer connections to the next level and experience business growth?

Get a close look into AI CRM tools, a place where technology and efficiency hit to change how a business communicates with its customers.

AI-based CRM tools transform businesses’ approach to maintaining their clientele.

Let’s embark on a journey revealing the new technologies transforming customers’ engagement and propelling businesses to the top in this fast-paced market.

What are the benefits of AI CRM software?

  • Enhanced Customer Insights: AI CRM software displays deep analytics and predictive modeling capability to determine customers’ behaviors and preferences accurately.
  • Automated Task Management: AI takes over repetitive tasks like input of data, appointments, and letters of follow-up from employees. It is giving them the chance to handle more critical affairs.
  • Improved Lead Generation and Conversion: AI algorithms detect leads with better accuracy to pinpoint potential buyers and propose effective strategies that could convert leads into customers.
  • Real-time Decision Support: AI-powered insights enable firms to adapt to changing conditions faster than their competitors so they can implement more targeted marketing choices.

How to choose the best AI CRM software?

  • Define your needs: Identify your business needs, e.g., management, customer support, or marketing automation.
  • Evaluate AI Capabilities: To enhance customer insights and interactions, identify AI CRM with advanced analytics, predictive modeling, and natural language processing attributes.
  • Scalability and Integration: Choose a solution that can scale with your business and seamlessly integrate with the ones you already use.
  • User-Friendly Interface: Ensure the software is responsive and easy to operate. It should have customizable dashboards, workflows, and team-specific settings.

12 Best AI CRM Tools

1. Salesforce

AI CRM Tools - Salesforce
AI CRM Tools

Salesforce CRM is also called the Sales Cloud. It has been a game changer about automation.

You will be able to trigger automatic updates and outreach to your customers who are at different stages of the sales funnel.

They have all the rest of the AI capabilities from Einstein, a cute virtual assistant.

Einstein helps in spotting potential customers, analyzes call data, and makes data-driven sales forecasts.


  • Built-in AI functionalities
  • Lead management, assignment, routing, and scoring capabilities
  • Customizable reports and dashboards
  • Opportunity management and scoring
  • Offline mobile functionality

Rating:  4.3/5



2. HubSpot

AI CRM Tools - Hubspot
AI CRM Tools

HubSpot is the most popular SaaS CRM program. It also interplays with your marketing, content, customer service, and sales teams.

Alongside the CRM functionality of the system, which is standard for the platform, it also features AI from HubSpot. AI tools allow you to automate tedious business processes.

It also shifts the team to creating more valuable connections with customers. It assists your team members in analyzing customer data in real-time.


  • Predictive Lead Scoring
  • Email Tracking and Automation
  • Conversational Intelligence
  • Sales Forecasting
  • Content Recommendations
  • Customized Reporting

Rating: 4.4/5



3. Monday.com

AI CRM Tools- Monday.com
AI CRM Tools

Monday.com is a well-known tool for project management and team collaboration. It also includes a highly configurable sales AI CRM product.

The sales CRM tool on Monday.com allows you to collect leads, evaluate them, set up automation, and analyze your sales pipeline.

It enables you to develop the software according to your company’s needs.

It is a time-saving tool that uses AI algorithms to help you compose emails using smart template-style suggestions.


  • Email sync and tracking
  • AI-assisted email composition
  • Advanced HTML editing
  • Customizable email templates
  • Activity management
  • Pipelines, targets, and team performance tracking
  • Sales forecasting

Rating: 4.5/5



4. Zoho Zia

AI CRM Tools- Zoho Zia
AI CRM Tools

Zoho helps organize and manage the company’s customer and lead data, which includes capturing their interactions and sales pipeline management. 

It has an AI agent called Zia, which provides comprehensive AI capabilities. Zia deploys AI and machine learning to support numerous sales and marketing operations. 

Marketing teams with those marketing support activities take care of the data collection salespeople search for.


  • Intelligent Insights
  • Predictive Analytics
  • Automated Assistance
  • Email Insights
  • Sales Forecasting
  • Workflow Suggestions

Rating: 4/5



5. Freshworks

AI CRM Tools- Freshworks
AI CRM Tools

Freshsales CRM is a product of the Freshworks software company. This is the ideal solution for sales-oriented businesses that want to expand their pipeline and drive more conversions. 

Freshsales is also equipped with its onboard AI assistant, Freddy AI. Sales teams highly regard the AI assistant as it helps them channel and source targeted sales campaigns to increase lead creation. It also facilitates capturing, assessing, routing, and monitoring each stage of these leads. 

Freshsales is a platform that utilizes email, phone, and SMS to initiate direct engagements with leads and develop relationships.


  • AI-powered contact scoring.
  • AI-based forecasting insights.
  • Auto-assignment rules for contacts, accounts, and deals.
  • Freddy AI Copilot answers users’ questions
  • Helps automate recurring tasks through natural language processing.

Rating: 4.5/5



6. ActiveCampaign

AI CRM Tools- ActiveCampaign
AI CRM Tools

ActiveCampaign CRM enables companies to automate their marketing and sales strategies, and at the same time, it connects a multichannel strategy.

It helps companies manage contacts, track interactions, and segment customers into various groups for customized marketing campaigns. The platform employs AI algorithms to process client data and behavior to generate personalized marketing promotions.

It concentrates on integration, has one of the highest integration rates, and works in a multichannel model.


  • Pipeline, account, and deal management.
  • Win probability.
  • Multichannel marketing automation.
  • Sentiment analysis.
  • Dynamic customer segmentation.

Rating: 4.2/5



7. ClickUp

AI CRM Tools- ClickUp
AI CRM Tools

ClickUp is a project management and collaboration tool rather than a full-fledged CRM system. Still, it provides some CRM functionality, such as leads, contacts, deal tracking, and management.

ClickUp’s advantage is the AI Ally and the project management and team collaboration tools. ClickUp allows collaborative teams to visualize stages, track and manage accounts, and interact in sales.

ClickUp allows you to create multiple dashboard widgets, which you could use to track your customer data metrics.


  • Task Management
  • Time Tracking
  • Goal Setting
  • Collaboration Tools
  • Calendar Integration
  • Reporting and Analytics

Rating: 4/5


Free ForeverUnlimitedBusinessEnterprise
$0$10/month$19/monthCustom Pricing

8. Durable

AI CRM Tools- Durable
AI CRM Tools

Durable provides a platform with a website builder, CRM, invoice maker, and virtual assistance, also available with its other features. It’ll simplify, which is how you’ll successfully execute your business plan.

A built-in AI script will respond to these leads, generate personalized communication, and send review requests. It also makes sense of your contacts, thus enabling you to organize them in your CRM.


  • Assist with administrative tasks.
  • A lead generation form 
  • Email sync allows you to send AI-generated email follow-ups. 
  • Automated review requests ask

Rating: 4.2/5


Free StarterBusinessMogul

9. itransition

AI CRM Tools- itransition
AI CRM Tools

itransition will teach you CRM tactics and help you find the formulas for your company’s ideal set of features. They will design workflows for you, extract your data, trail your system, run your tool, instruct your staff, and remain with you 24/7.

Itransition can deliver a customized CRM solution or improve your current CRM platform. For example, the CRM for a manufacturing company differs from that of a marketing agency.

They specialize in configuring Salesforce CRM systems. It will enable you to install the AI tools that Salesforce provides.


  • Project Management
  • Software Development
  • Quality Assurance
  • Business Analysis
  • IT Consulting
  • Cloud Solutions

Rating: 4.2/5


Contact For Pricing

10. Pipedrive

AI CRM Tools- Pipedrive
AI CRM Tools

Pipedrive is CRM software that uses AI to power the tool to provide data-driven means and advice for sales teams. It can analyze deals, contracts, and emails and tell you which deals are the most important to focus on.

Pipedrive allows you to estimate a deal’s chances of success. It also steers you toward the top actions that will boost your chances of winning. Sales representatives can use these insights to identify their priorities.

It could increase their chances of winning a customer’s business. Pipedrive may not provide a free-for-life plan, but it is affordable compared to full-fledged AI CRM software.


  • Lead, deal, contact, calendar, and pipeline management.
  • Automation builder, including email sequences.
  • Revenue forecasts.
  • Customizable pipelines in Kanban view.
  • Email open and click tracking.

Rating: 4.2/5


Essential AdvancedProfessionalPowerEnterprices

11. C3.ai

AI CRM Tools- C3.ai
AI CRM Tools

C3.ai is an AI-first enterprise-level technology vendor that guarantees a considerable ROI. They claim their AI-driven CRM can boost reps’ productivity by 30 percent and drop the churn rate to 60 percent.

It’s always recommended that you track ROI yourself, and C3.AI delivers remarkable analytics to help drive your organization.

These include forecasting sales, external data research, pipeline analysis, and opportunities for relationship insights.


  • AI Models
  • Data Integration
  • Predictive Analytics
  • Machine Learning
  • Application Development
  • IoT Integration

Rating: 4.5/5


Contact For Pricing

12. Zendesk Sell

AI CRM Tools- Zendesk Sell
AI CRM Tools

Zendesk provides business-to-consumer CRM software to service businesses and sales teams. This platform understands all of the steps involved in selling services.

Therefore, it must be meant for a specific industry; otherwise, it will not be appropriate. It helps the customers interact with you and your team to link with more customers. You may also incorporate things like Zapier or ChatGPT to take CRM’s AI utility to another level.


  • Contact Management
  • Sales Pipeline Tracking
  • Email Integration
  • Lead Scoring
  • Activity Reporting
  • Mobile App

Rating: 4.2/5


Sell Team Sell GrowthSell ProfessionalSell Enterprise
$25/agent/month$69/agent/month$149/agent/monthCustom Pricing

To Sum Up

Finally, the roles in customer relationship management are undergoing a revolution, and AI CRM technologies are leading in these changes. We have delved into these 12 AI CRM tools that are the engines for changing the dynamics of the relationships between companies and their customers.

This way, the use of novel technology provides a competitive advantage. It also drives the purpose of keeping valuable relationships and ensures the only convenient growth for any business. Put your business in the future of CRM and drive success using AI-enhanced innovation.


What is an AI CRM tool?

An AI CRM (Customer Relationship Management) is a software application that uses AI to amplify CRM functionalities. It employs AI algorithms to analyze the customers’ information, foresee customer behavior, automate tasks, and give personalized suggestions, in the course of which customer interactions are improved and customer satisfaction is increased.

How does AI enhance CRM tools?

AI empowers CRM tools by automating repetitive tasks like data entry and leads ranking, processing huge amounts of customer data to derive useful insights and trend predictions, providing personalized communication and recommendations, and optimizing the workflow for more effective client management.

How does AI in CRM address data privacy concerns?

AI in CRM addresses privacy-related concerns with the implementation of multiple security measures that can protect customer data from unauthorized access and ensure that such data files conform to regulations such as GDPR and CCPA, as well as the anonymization of private information while conducting the analysis, offering transparency in the utilization and processing of data, and providing granular access control leading to safe and secure access to confidential data.

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