Top 69 AI CRM Assistant Tools and Products

Bloks is the most versatile AI note-taker available. It allows users to capture vital moments in meetings with ease, offering silent screenshots and instant summaries. With a manual note enhancer, you can turn basic notes into insightful summaries tailored for various contexts like pitches, board meetings, and investor updates. Bloks organizes all your notes automatically, categorizing them by people and companies, and provides personalized pre-meeting briefs that consolidate information from various sources. All these features are designed to streamline your workflow and enhance your relationship management without invading your privacy or requiring tedious CRM data entry.

Falcon leverages advanced AI algorithms to conduct deep research on sales prospects. It scans the vast expanse of the internet, extracting vital information on competitors, market trends, and customer metrics. With Falcon, sales teams can access customized insights tailored to their unique value propositions, ensuring they possess the most current data for informed decision-making. By streamlining the research process, Falcon allows sales professionals to focus on what truly matters—building relationships and closing deals. Experience the future of sales intelligence with our user-friendly platform, designed for efficiency and effectiveness.

Teammates.ai is transforming the customer service and sales landscape with autonomous AI agents designed to operate 24/7. Our standout features include AI-powered customer support, lead generation, and seamless CRM integration. Whether it's handling complex inquiries or qualifying leads, our AI agents perform tasks that typically require a large human workforce, all while ensuring exceptional service across multiple channels. Built with language mastery, Teammates.ai supports communication in over 50 languages, providing personalized interactions regardless of time or region. Embrace the future of your business with self-learning AI teammates that not only adapt but thrive in dynamic environments, ensuring your organization remains competitive and efficient.

Sauce AI is designed to revolutionize the way product teams perceive and act upon customer feedback. Our state-of-the-art AI engine processes feedback from multiple sources—including CSV uploads and live channels—delivering customized insights that are essential for driving business outcomes. With Sauce AI, transform customer data into actionable strategies that enhance product performance and meet customer demands more efficiently. Real-time tracking of feature requests, discovering duplicates, and intelligent categorization of feedback allow teams to prioritize effectively. Moreover, automatic adaptation fosters learning and continuous improvement, keeping your team ahead of the curve.

Superflows AI Assistant enhances your product by integrating a robust AI that delivers instant responses to complex analytics queries. This AI not only fetches data via your product's API but also processes it on-the-fly, giving your users the insights they need at lightning speed. With the capability to perform actions on behalf of users and access to comprehensive documentation, Superflows is the perfect solution for SaaS companies looking to streamline user interactions and boost satisfaction. Complete with customizable behavior settings and easy integration, Superflows ensures organizations maintain control while enriching user experience.

Navan leverages advanced AI technology to provide intelligent lead generation solutions. With features like AI-Powered Lead Discovery tailored to your Ideal Customer Profile (ICP), outreach tools for hyper-personalized communication, and Signal Strength Scoring to prioritize leads based on engagement, our platform enables sales teams to connect more effectively with high-potential prospects. Additionally, seamless CRM integration with tools like HubSpot and Salesforce ensures you can manage your leads efficiently. Whether you're a freelancer or part of a large enterprise, Navan offers flexible pricing plans to scale with your business needs.

DeepSales leverages artificial intelligence to revolutionize B2B contact discovery. With access to a database containing over 250 million potential leads, our platform not only allows users to find contacts quickly but also provides them with advanced filtering tools based on technology stacks and funding status. The multi-use AI keyword search refines recommendations to suit your business needs, ensuring you target the most relevant audience. Users can manage and share contact lists easily, integrate directly with CRMs, and benefit from weekly updates of selected free data. DeepSales adheres to GDPR and CCPA, prioritizing data security and customer privacy in today's global marketplace.

Meetz is a cutting-edge platform that transforms your sales process by integrating AI technologies into outreach strategies. With features like a parallel dialer and an advanced email system, you can effortlessly contact multiple prospects simultaneously and tailor your emails based on real-time data, maximizing engagement and responses. The AI-powered email assistant, Laura, simplifies meeting schedules, allowing you to focus on nurturing leads instead of the logistics. CCPA, GDPR, and CPRA compliant, Meetz ensures your outreach is both effective and compliant. Join the future of sales engagement with Meetz today!

Cloodot's AI employee, Dot-AI, is designed to boost your sales and customer support round the clock. With capabilities such as lead prioritization, automated scheduling, and personalized marketing, Dot-AI ensures that your business is always connected with customers. It integrates seamlessly with tools you already use, enhancing functionality without disrupting workflows. Whether it's engaging with potential customers on social media or managing reviews online, Dot-AI is your go-to solution for maximizing efficiency and increasing sales conversions.

Talkr is the ultimate solution for businesses looking to improve their communication infrastructure. Our AI agents are designed to respond to 100% of calls, providing 24/7 support to your customers. With remarkable features like multilingual capabilities, intelligent conversation handling, and custom-designed agents, Talkr integrates seamlessly with your existing systems, from CRM to ERP and beyond. Our unique omnichannel approach allows users to engage seamlessly across multiple platforms, ensuring maximum reach and efficiency. Whether you're a startup or an established enterprise, Talkr can customize solutions tailored specifically to your needs. With proven high appointment rates and exceptional customer service, Talkr is set to boost your ROI significantly.

Glide empowers teams to create tailored business applications without writing a single line of code. Easily link data from various sources like Google Sheets, Airtable, or MySQL, and build custom solutions for your unique workflows. Glide apps support automated workflows, allowing for seamless data management, real-time insights, and instant reporting. Whether you need a specialized CRM, an inventory management system, or a project tracker, Glide makes it easy to adapt and scale your app as your business grows. Additionally, Glide’s AI capabilities help bridge the gap between data and decision-making, transforming the way your team collaborates and communicates.

PromptLoop is an AI-powered platform that allows users to automate data research tasks effortlessly. With just a simple file upload, you can scrape information from thousands of websites in minutes. Our advanced custom AI models ensure speed and accuracy, enabling you to build comprehensive datasets tailored to your needs. Designed for ease of use, PromptLoop integrates seamlessly with Google Sheets and Excel, allowing users to enhance their existing workflows without any technical setup. Experience up to 85% cost savings while processing data 10 times faster than traditional methods. Say goodbye to time-consuming research and hello to efficient automation with PromptLoop.

Oliv AI is an innovative platform designed specifically for sales teams, leveraging advanced AI agents to automate deal tracking and enhance productivity. With features like the Deal Driver, Forecaster, and Coach, Oliv AI ensures that sales managers and account executives have access to accurate information at their fingertips. The Deal Driver keeps track of all deal data and notifies managers at critical moments, while the Forecaster helps create a reliable sales pipeline forecast. Furthermore, the Coach analyzes meetings and provides tailored coaching plans to improve sales rep performance. Trusted by over 100 global teams, Oliv AI is the solution to your sales process woes, allowing you to focus on strategy and closing deals effectively.

Formaloo is a comprehensive no-code platform designed for creating forms, surveys, dashboards, and customer portals. With features like AI-powered analytics, unlimited forms and submissions, and integrations with over 5,000 apps, Formaloo allows users to automate workflows and enhance customer engagement. The platform is infinitely customizable, enabling businesses to tailor every aspect to their brand's needs. Whether you're a small startup or a large enterprise, Formaloo's solutions make data collection and analysis easy and efficient.

Amplemarket is a cutting-edge AI sales platform that revolutionizes the way sales teams operate. By leveraging advanced algorithms and real-time data, it enables users to seamlessly connect with prospects, streamline outreach, and maximize engagement. Key features include personalized multichannel campaigns, intelligent lead generation, and deliverability optimization. With Amplemarket, businesses have reported up to 60% more meetings booked and a 50% increase in conversion rates, making it an essential tool for any sales organization looking to enhance productivity and drive growth.

OneContact Suite is an advanced contact center software designed to revolutionize customer interactions. It seamlessly integrates omnichannel communication, allowing businesses to connect with customers across various platforms. The software leverages AI and data analytics to provide personalized experiences, ensuring that every customer feels valued. With features like CRM integration and real-time insights, OneContact Suite enhances operational efficiency and empowers teams to deliver exceptional service. Additionally, its scalability makes it ideal for businesses of any size, adapting to their evolving needs. Discover how OneContact Suite can transform your customer engagement strategies.

Covey is your AI recruiting tool designed for sourcing and screening candidates efficiently. With its enterprise-grade generative AI, Covey Scout customizes bots to evaluate millions of candidate profiles, ensuring nuanced assessments akin to human judgment. Experience an 80% reduction in cost-per-hire and a 90% increase in pipeline efficiency. Plus, Covey integrates seamlessly with your existing ATS.

Koncert is the industry's leading ultra-low latency AI dialer platform designed to optimize B2B sales calls. Our smart AI technology filters through voicemails and phone trees, connecting you directly to live conversations while ensuring your caller ID is clean and effective. Experience increased connect rates, personalized outreach, and comprehensive analytics to drive your sales performance. With multiple dialer options and seamless integration with your CRM, Koncert helps you achieve your sales goals effortlessly.

Ortto is an all-in-one marketing automation and analytics platform designed to help businesses streamline their customer data management. With features like journey building, email and SMS marketing, push notifications, and powerful analytics, Ortto enables you to create personalized marketing campaigns that drive engagement and revenue. Its intuitive interface and no-code integrations allow for quick setup and seamless operation, making it an ideal choice for businesses of all sizes.

Salesmate is a modern, flexible CRM designed to enhance productivity across your sales, marketing, and support teams. With powerful features such as customizable dashboards, workflow automation, and integrated communications, your team can focus more on building relationships and closing deals. Experience the convenience of managing everything in one place, from email campaigns to customer inquiries, and watch your revenue grow.

Smartlead offers a powerful cold email outreach tool that allows businesses to automate their email campaigns, ensuring high deliverability and personalized communication with leads. Trusted by over 31,000 businesses, it integrates seamlessly with existing CRM systems and utilizes advanced AI technology to optimize outreach strategies.

Claap is your AI-driven sales assistant designed to optimize sales processes. With features like automatic meeting recordings in 99 languages, personalized AI-generated email follow-ups, and seamless CRM integration, Claap ensures your sales team spends more time closing deals and less time on administrative tasks. Our platform's intelligent insights help you understand your pipeline, enabling you to make informed decisions and drive predictable revenue growth.

Hachidori is a no-code chatbot development tool that empowers businesses to create efficient chat solutions without any programming knowledge. It integrates seamlessly with LINE, WEB chat, and LINE WORKS, enhancing customer engagement through automated responses and smart data management. With Hachidori, you can streamline customer inquiries, improve LTV, and reduce operational costs, all while leveraging detailed analytics for continuous improvement.

Bloks is an innovative AI note-taking tool designed to enhance your meeting productivity. With features like automatic transcription, personalized summary templates, and self-organizing notes, Bloks stands out as the most discrete and versatile solution for capturing and managing meeting information. Say goodbye to CRM data entry and hello to smooth, hassle-free meetings.

Success.ai is the ultimate platform for businesses looking to expand their reach. Effortlessly access over 700 million verified leads, enabling you to connect with potential clients seamlessly. Our AI-powered tools streamline your outreach, ensuring you maximize engagement and conversions. With features like unlimited email sending, warmup, and personalized email crafting, you're set for success!

Automagical Apps are simple yet powerful tools designed to automate workflows and enhance productivity within Google Workspace. With applications like Automagical Flows, Slides Translator, and Automagical Forms, users can automate repetitive tasks, translate documents effortlessly, and convert files into Google Forms, all while retaining formatting and style. Our solutions are trusted by over 160 million users globally, ensuring a seamless and efficient experience. Committed to privacy, we do not store personal information, making us a trusted choice for schools and enterprises alike.

Finta is an AI-powered fundraising platform that offers a suite of tools designed to optimize the fundraising process for startups and companies. With features such as an investor CRM, real-time tracking of funding rounds, and personalized investor recommendations, Finta simplifies the complexities of raising capital. The platform provides a centralized location for all fundraising activities, allowing users to manage deals, share pitch decks, and track investor engagement seamlessly. Additionally, Finta's AI-driven insights help companies align with the right investors based on their unique needs, enhancing the chances of closing deals successfully.

Lutra AI is a no-code platform designed to automate tasks, enhance data quality, and improve productivity for businesses. With features like contact enrichment, data extraction from websites, data analysis, and PDF extraction, it allows users to create custom AI agents that streamline workflows. The platform integrates seamlessly with popular productivity tools and offers robust security measures, including SOC-2 compliance. Users have reported significant time savings and increased efficiency, making Lutra an essential tool for sales, marketing, finance, and operations teams.

Threado AI offers instant, automated support for customer-facing teams, integrating seamlessly with tools like Slack and Microsoft Teams. Custom-trained AI agents resolve up to 5x more customer queries, providing personalized engagement and insights. The platform is intuitive, enabling effortless setup and immediate access to company knowledge. With a commitment to data security and a user-friendly interface, Threado AI helps teams focus on delivering exceptional customer experiences.

BrieflyAI is an innovative platform that transforms your meeting experience by providing AI-generated summaries, transcriptions, and actionable insights. Designed for professionals, this tool integrates seamlessly with your existing workflows, allowing you to focus on building relationships instead of taking notes. With features such as automatic call transcription, post-call email updates, and CRM integration, BrieflyAI ensures you never miss crucial information and keeps your CRM up to date effortlessly. Start enhancing your meeting productivity today with BrieflyAI!

Chaport is a modern customer messaging software that offers a comprehensive solution for effective customer support, sales, and engagement. With features like live chat for real-time communication, chatbots for automating responses, and multi-channel support to connect with customers across various platforms, Chaport is designed to streamline your customer interactions. Its intuitive interface allows for easy customization and integration, making it suitable for businesses of all sizes. The platform is available on multiple devices, ensuring you can assist customers anytime, anywhere.

Momentum is an enterprise-grade AI-powered listening platform designed to convert unstructured conversations into actionable insights. It integrates seamlessly with tools like Salesforce and Slack, enabling teams to automate call summaries, synchronize data, and enhance CRM hygiene. Key features include automatic note-taking, AI-driven insights, and real-time notifications about customer interactions. This allows sales and customer success teams to focus on what matters most—building relationships and closing deals. Momentum's advanced capabilities streamline workflows, ensuring that important data is captured and shared efficiently, ultimately driving revenue growth and improving retention rates.

Colibri AI revolutionizes the way you conduct meetings by automating note-taking, generating AI meeting summaries, and providing real-time assistance during calls. With its advanced features, such as searchable call libraries, conversation insights, and seamless integrations with tools like Zoom and Salesforce, Colibri AI empowers teams to enhance their productivity and efficiency. Experience best-in-class accuracy in transcription, real-time highlights, and intelligent agendas that keep your meetings on track. Utilize generative AI to create better content, summarize discussions quickly, and identify next steps, all while ensuring you're always prepared for every conversation.

Clevenio is a powerful sales intelligence platform designed to help sales reps focus on selling rather than administrative tasks. With features like multi-channel outreach, automated follow-ups, and real-time analytics, Clevenio enhances productivity by providing up to 90% market coverage. It streamlines the lead generation process, allowing sales teams to effectively engage with potential clients and increase their overall sales performance.

Zixflow is a multi-channel communication platform that empowers businesses to engage customers through WhatsApp, RCS, SMS, and Email. It simplifies customer journey management with automated workflows, personalized interactions, and 24/7 support through bots. With features like a Customer Data Platform, automated journeys, and lead nurturing flows, Zixflow helps businesses build lasting relationships while cutting costs and streamlining processes.

Sapling AI is a cutting-edge language model toolkit designed for developers and businesses. It enhances communication across enterprise workspaces and messaging platforms by providing real-time suggestions. Key features include grammar and punctuation checks, AI content detection, autocomplete functionalities, snippet management, and chat assistance. With seamless integrations with popular platforms like Salesforce and Zendesk, Sapling AI ensures a smooth user experience. It also prioritizes enterprise security with features like data encryption and self-hosted deployment options. Whether you are an individual or part of a larger organization, Sapling AI offers scalable solutions to meet your needs.