25 Best AI CRM & Automation In 2023

Best AI CRM & Automation is the top AI CRM and automation solutions combine customer relationship management and artificial intelligence technologies. These platforms use AI to improve consumer interactions and expedite company processes. They include advanced features like predictive analytics, chatbots, and natural language processing, which help firms better understand customer behavior and preferences.

These tools enable firms deliver excellent client experiences while maximizing operational efficiency by automating regular operations and personalizing communication. The top AI CRM and automation solutions enable organizations to nurture stronger customer relationships, enhance sales, and drive overall growth through real-time insights and data-driven decision-making, making them a vital asset in today’s competitive industry.

How To Choose Best AI CRM & Automation?

Choosing the best artificial intelligence CRM (Customer Relationship Management) and automation software for your company is a key decision that can have a big impact on your customer interactions and overall productivity. Here are some guidelines to help you select the best AI CRM and automation tool:

Define Your Business Objectives: Outline your company’s goals in detail. What do you hope to accomplish using CRM and automation? This could include strengthening data analysis, improving customer service, increasing sales, simplifying operations, or streamlining processes.

Determine Your Requirements: Determine your specific needs, such as contact management, lead tracking, email marketing, analytics, or artificial intelligence-powered chatbots. Take into account the size of your company and the number of users that will be utilizing the CRM.

Budget: Determine your CRM and automation budget. Different solutions have different price ranges, and it’s critical to select one that fits within your financial constraints.

Scalability: Consider whether your CRM and automation software can scale with your company. It should be able to meet your future requirements as your company grows.

Capabilities for Integration: Check if the program can work with your current tools, such as email marketing software, e-commerce platforms, and other systems. Data consistency and efficiency require seamless connection.

User-Friendliness: Choose a platform that is simple to use and does not necessitate substantial training for your employees. A user-friendly interface can lead to more rapid adoption and utilization.

Here Is List of The Best AI CRM & Automation 

• HubSpot CRM
• Freshsales
• Pipedrive
• Zoho CRM
• Salesforce – Einstein GPT
• Freshworks – Freddy AI
• ActiveCampaign CRM
• Apptivo CRM
• OneHash CRM
• Klaviyo 
• Monday.com
• LionO360
• TigerLRM
• HoneyBook
• Corefactors AI CRM
• edrone
• SanityOS
• Kreato
• Simbla
• SimpleCRM
• Fuel AI-Powered CRM
• C3 AI CRM
• Durable
• ChatSpot
• Microsoft

25 Best AI CRM & Automation In 2023

1.HubSpot CRM

HubSpot is a software developer and marketer of inbound marketing, sales, and customer service software. Founded in 2006, the company’s software has been used by organizations all across the world to “attract, engage, and delight customers,” according to HubSpot.

HubSpot’s journey began with a focus on inbound marketing, a technique that tries to acquire customers through relevant and helpful content and interactions. The company’s product suite has grown over time to include CRM, sales, and service hubs. Given the growing importance of data-driven decision-making in modern business, the incorporation of AI into its platform was a natural evolution.

2.Freshsales

Additionally, Freshsales’ AI chatbot skills thrive in real-time client engagement, offering immediate service and nurturing leads outside of usual business hours. The chatbot can access user data in real time, providing customised responses based on previous encounters and preferences, thanks to the platform’s seamless integration capabilities. Furthermore, Freshsales’ user-friendly UI and extensive analytics tools make it easy for organizations to track chatbot effectiveness and enhance strategy.

3.Pipedrive

Pipedrive is a prominent CRM platform that focuses on user friendliness, visual sales pipelines, and effective lead management. What actually distinguishes Pipedrive is its incorporation of powerful AI capabilities and technologies.

The AI-Powered Sales Assistant Bot analyzes real-time sales data to deliver relevant next-step suggestions, ensuring that sales people are always focused on the most promising leads and opportunities. The software also provides consolidated notifications and insights, which keep sales staff informed and aligned, and its progress updates provide a clear picture of performance trends.

4.Zoho CRM

The AI-powered lead score mechanism in Zendesk Sell guarantees that sales teams prioritize leads with the highest potential, maximizing both time and resources. Lead nurturing via email and SMS provides regular and tailored engagement, increasing conversion rates.

Furthermore, its predictive sales forecasting provides essential insights into future sales trends, allowing for proactive strategy changes. The platform’s user-friendly design, combined with features such as email sentiment analysis and smart notifications, enables sales teams to deliver targeted interactions and build deeper customer relationships.

5.Salesforce – Einstein GPT

Salesforce’s CRM has reached new heights with the addition of Einstein GPT, an advanced artificial intelligence technology aimed to empower sales professionals and revolutionize their customer relationship management methods. Salesforce delivers a comprehensive solution that effortlessly merges AI-driven insights with traditional CRM operations by leveraging the power of Einstein GPT.

Einstein GPT improves decision-making by analyzing enormous pools of consumer data and generating personalized recommendations and offers tailored to each client’s specific needs. This level of personalisation improves not only client pleasure but also sales performance.

6.Freshworks – Freddy AI

Freddy AI, an advanced AI-powered chatbot that revolutionizes client interactions across numerous communication channels, distinguishes Freshworks’ CRM from the competition. Freddy AI not only simplifies client engagement, but it also has a slew of strong features. It gains essential insights into the customer’s attitudes, preferences, and pain spots by studying customer interactions and comments, allowing organizations to give more personalized and effective support.

Furthermore, this AI marvel provides predictive analytics, giving customer care and sales teams the foresight they need to meet client demands proactively and generate revenue development. In summary, Freddy AI enables organizations to interact with their customers on a more personal level, improving customer satisfaction and loyalty while increasing operational efficiency and income.

7.ActiveCampaign CRM

ActiveCampaign CRM is a robust sales and marketing automation software that transforms how businesses connect with their customers. Machine learning algorithms are at the foundation of its capabilities, allowing enterprises to improve the customer experience in previously inconceivable ways. Companies may use ActiveCampaign’s configurable tools to create highly tailored and engaging client journeys. For example, it provides automated email follow-ups, ensuring that no potential lead falls between the cracks and allowing businesses to nurture their client connections more efficiently.

The lead score mechanism in ActiveCampaign aids organizations in identifying and prioritizing prospects, ensuring that the correct message is delivered to the right person at the right time. This level of automation and personalisation enables firms to increase sales and marketing efforts, resulting in improved conversion rates and customer satisfaction. ActiveCampaign CRM is a game changer in the realm of customer relationship management, and it is changing the way businesses communicate with their customers.

8.Apptivo CRM

Apptivo CRM is a comprehensive cloud-based solution that streamlines and improves the management of customer relationships, sales pipelines, and projects for organizations of all sizes. Apptivo, which provides a variety of features and capabilities, enables organizations to personalize their CRM system to their specific needs through numerous customization choices. Its user-friendly platform promotes effective team collaboration, hence improving communication and efficiency throughout the firm.

Furthermore, Apptivo CRM readily interfaces with a wide range of third-party software systems, allowing users to consolidate their workflow inside a single, unified interface. Apptivo CRM offers a cheap and scalable solution with pricing plans ranging from $10 to $25 per user per month, making it an appealing choice for firms trying to enhance their customer management, sales, and marketing.

9.OneHash CRM

OneHash CRM & ERP is a cutting-edge software system that combines Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) functionality, distinguishing itself with AI-powered capabilities. This adaptable platform provides a comprehensive array of tools for organizations, including critical components such as financial administration, manufacturing process tracking, and easy connectivity with websites and third-party platforms.

Companies can use OneHash to manage their customer connections while also streamlining their resource planning, making it an excellent alternative for firms looking for an all-in-one solution. Furthermore, the pricing flexibility, which includes both monthly and lifetime subscriptions, assures accessibility for organizations of all sizes. Plans begin at $99 per month, giving it an affordable choice for a wide spectrum of businesses, from startups to major multinationals.

10.Klaviyo 

Klaviyo is a cutting-edge artificial intelligence-powered marketing automation platform and CRM system that has transformed the way organizations interact with their clients. Klaviyo’s fundamental function is to serve as a central hub for organizing and leveraging consumer data, providing businesses with a full insight of their audience.

Klaviyo’s data-driven knowledge enables businesses to create highly tailored communications and campaigns that resonate with specific customers, improving their entire experience. This customized strategy strengthens relationships, increases customer loyalty, and eventually generates corporate success. Klaviyo’s robust array of tools enables both the nurturing of existing consumers and the acquisition of new ones, making it a vital asset for businesses striving to succeed in the digital age.

11.Monday.com

Monday sales CRM, built on top of monday.com Work OS, enables business owners and sales teams to manage all parts of their sales cycle and customer data in one centralized location. They can acquire leads from any source, effortlessly manage their contacts’ information, and check the status of every sale to ensure that no opportunities are missed.

12.LionO360

LionO360 is a revolutionary SaaS-based CRM/ERP system that transforms the way businesses function by giving a unified platform to manage all areas of their operations. This comprehensive software not only streamlines corporate procedures but also promotes operational efficiency, setting the door for significant business growth.

Unlike old systems, LionO360’s next-generation platform enables SMBs to break free from the constraints of managing several, disparate systems. This eliminates the need to deal with data reconciliation concerns or rely on time-consuming manual solutions. Businesses may use LionO360 to consolidate their operations into a single, seamless platform, allowing them to focus on what matters most: serving their customers and increasing their reach.

13.TigerLRM

TigerLRM is an all-in-one CRM with built-in sales enablement. Content management, training and coaching, a sales playbook, a digital asset management system, a solid mobile app, and other tools are essential. You get the following with TigerLRM: Consolidate your marketing by storing all of your digital assets, such as whitepapers, brochures, content, and collateral, in a single, easy-to-access database.

14.HoneyBook

HoneyBook is a platform that allows creative entrepreneurs and freelancers to book more clients, manage projects, and get paid all in one location.

You can automate your busy work and remain on top of all your to-dos with their company management software, saving time and money so you can develop your firm. It’s similar to having your own personal assistant. This all-in-one management platform automates business procedures from the initial inquiry to the final payment, allowing business owners to spend less time on administrative tasks.

15.Corefactors AI CRM

Corefactors AI CRM is a game-changing RevOps-enabled system that is aimed to improve business operations by breaking down barriers between teams and automating revenue operations.

It includes Sales, Marketing, Support, and Success with a rich feature set, making it a full solution for smooth cross-functional collaboration. Strong lead management to optimize your sales process, an integrated cloud telephony system for easy communication, and advanced marketing automation across several channels to engage and convert leads efficiently are key highlights.

16.edrone

edrone is an eCommerce CRM that will revolutionize your online retail business. In today’s competitive environment, it’s critical to leverage the power of cutting-edge technology to transform your store into a sales machine. You may obtain an immediate return on investment (ROI) using edrone’s powerful Marketing Automation solutions, which are designed to maximize your revenue streams.

Data is at the heart of modern eCommerce, and edrone understands this by putting data-driven initiatives at the center of your business. You may derive important insights from enormous volumes of customer data by implementing AI-powered CRM. This allows you to obtain a thorough understanding of each visitor to your store.

17.SanityOS

Sanity OS is your one-stop shop for complete knowledge of the whole digital ecosystem. We are particularly proud of our expertise in custom software development, infrastructure management, security solutions, and consulting services. Our team specializes in developing highly scalable, easily managed custom solutions for every sort of device, guaranteeing that your digital businesses are outfitted with cutting-edge technology.

We are the disciplined architects, builders, and guardians of your data when it comes to cloud servers, ensuring that your online activities stay seamless, efficient, and secure. Are you pressed for time? We’ve got you covered with our large library of pre-built solutions that can be quickly tweaked and white-labeled to match your exact requirements. Sanity OS is dedicated to making your digital dreams a reality, even if you don’t have a computer.

18.Kreato

Kreato is reshaping the sales industry with its cutting-edge Sales CRM Platform, which is powered by the in-built Sales Acceleration AI known as Axlerate. Kreato’s Sales CRM, at its core, provides sales teams with the tools they need for effective sales execution.

It offers a dynamic set of capabilities for managing sales pipelines, improving client engagement, and automating procedures. What truly distinguishes Kreato is its Axlerate AI, a game-changing feature that augments sales teams’ decision-making and execution capabilities across the entire Lead-Opportunity-Closure (LOC) sales cycle. Axlerate AI enables sales people to work more quickly, intelligently, and precisely.

19.Simbla

Simbla believes that end users have a deep grasp of their specific demands and procedures, which is why we created a breakthrough solution that enables them to improve their efficiency and effectiveness.

Simbla, our platform, takes a revolutionary method to constructing cloud-based Customer Relationship Management (CRM) solutions without writing a single line of code. It is a cloud CRM powered by AI and a no-code development platform that puts the power of customisation and creativity in the hands of non-coders. Simbla allows customers to quickly and easily construct personalized, adaptable, and highly efficient solutions.

20.SimpleCRM

SimpleCRM is a revolutionary in the field of customer engagement. It delivers a comprehensive platform that spans the entire spectrum of client contacts, from early prospecting to the various stages of the customer journey, by leveraging the power of artificial intelligence and a user-friendly low-code interface.

It streamlines and simplifies operations, making it an essential tool for small and medium-sized businesses (SMBs) wanting to embrace digital transformation. Its influence, however, extends far beyond SMBs, as it is a valued partner for some of the largest banks, financial services, and insurance firms in South Asia, Southeast Asia, and the Middle East. These businesses can substantially enhance their market reach by leveraging the possibilities of SimpleCRM.

21.Fuel AI-Powered CRM

Increase guest engagement by creating relevant, timely marketing efforts that are personalized to each individual. Our brand-new AI-Powered Hotel CRM platform records every guest’s behavior in real time, develops real-time segments with personalized recommendations, and enables customer-centric marketing across all channels.

Combine all guest attributes from across your systems, such as message engagement, website behavior, and PMS profile information, to create a single customer perspective of each guest, enabling genuine 1:1 marketing. Target drip ads to visitors based on their individual potential value, sentiment, and proclivity, as assessed in real-time by a comprehensive picture of guest research and booking activity trends. Using automated segmentation recommendations, engage the right guests for each campaign.

22.C3 AI CRM

A general-purpose CRM system is no longer adequate to satisfy today’s market realities and digital transformation demands. Introducing a new generation of industry-specific AI CRM that gives powerful predictive insights to increase sales, marketing, and service performance. Predictive AI-driven insights supplied at every stage of industry-specific workflows improve sales, marketing, and service professionals’ effectiveness.

With the correct sales play and price, focus on high-value leads indicated by industry-specific AI models. Identify customers who are at high risk of churn and retain them using AI-recommended solutions. Generic CRM and Customer Experience Management solutions can be difficult to adopt and even more difficult to reap economic benefits from.

23.Durable

AI can help you create a website in 30 seconds. In seconds, the AI website builder builds a whole website with photos and copies. Get your company online in three simple steps. In less than a minute, you can create a completely designed website complete with copy, graphics, and a contact form.

Easily personalize your website. Simple editing tools, many pages, and a free custom domain are all included. There is no need for a code. Begin promoting immediately. Increase job bookings with AI copywriting, SEO, analytics, and a simple CRM. Allow durable AI to design a revenue-ready website in 30 seconds, saving you hours of labour. Need a fresh Facebook ad or a different headline? Durable AI rapidly makes a smart copy for you with a single click. Improve your marketing text. Fill your website with quality photography.

24.ChatSpot

ChatSpot combines the capabilities of both ChatGPT and HubSpot CRM. Through a chat interface, you may ask questions and deliver directions in normal language. You can send prompts such as “give me a summary of data in my account,” “create a report of companies added last quarter summarized by country,” and “generate an image of an orange rocket ship.”

25.Microsoft

Dynamics 365, the next generation of CRM and ERP applications, can help you develop your business faster. Combine your data. Discover predicted insights. Get remarkable outcomes. Make better choices. Take activities that will propel your company forward. Find and strengthen relationships. Increase your productivity and performance. Get a unified perspective of your customers. Find and develop qualified leads. Construct interconnected client experiences. Keep up with market developments.

Deliver positive customer experiences more quickly. Improve technician efficiency by optimizing resources. Reduce operational expenses. Rethink your traditional approach to global financial management. Increase efficiency by automating operations. Reduce operating costs and financial complications. Change your operations from reactive to predictive. Simplify and automate your manufacturing and supply chain management. Increase the lifespan of your possessions. Combine your physical and digital sales.

Features Best AI CRM & Automation

Here are some features to consider when looking for the best AI-powered CRM and automation platform:

Predictive Analytics and Forecasting: Artificial intelligence systems can evaluate historical data to forecast future trends, customer behaviors, and sales prospects. This allows for more informed decisions and more accurate sales estimates.

Customer Segmentation and Personalization: AI can segment customers based on a variety of parameters and assist in tailoring marketing campaigns, messages, and offers to specific customer categories, resulting in increased engagement and conversions.

Lead Scoring and Qualification: AI can automatically rate and qualify prospects based on characteristics such as demographics, behavior, and interactions, allowing sales teams to prioritize and focus on high-quality leads.

Chatbots and Virtual Assistants: AI-powered chatbots may answer client enquiries, provide assistance, and assist with product and service navigation, resulting in a seamless and personalized customer experience.

Natural Language Processing (NLP): Artificial intelligence (AI) can analyze and understand consumer messages, reviews, and comments to acquire insights and feelings, allowing organizations to enhance their goods and services.

Workflow Automation: Artificial intelligence (AI) can automate a variety of corporate processes and workflows, such as order processing, follow-ups, and task allocations, improving efficiency and productivity.

Conclusion Best AI CRM & Automation

Finally, the incorporation of Artificial Intelligence (AI) in Customer Relationship Management (CRM) and automation processes has transformed how organizations connect with their clients and run their operations. The top AI-powered CRM systems and automation solutions provide numerous advantages, ranging from greater customer insights and tailored experiences to streamlined procedures and increased efficiency. Businesses can make better decisions, foster stronger customer relationships, and ultimately drive growth by leveraging AI-driven data analysis and predictive modeling.

Furthermore, automating regular operations and workflows eliminates human error and frees up time for staff to focus on more strategic, value-added activities. The combination of AI, CRM, and automation is a game changer in today’s competitive scenario, allowing businesses to remain nimble, responsive, and customer-centric in an ever-changing business environment.

FAQ Best AI CRM & Automation