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Marketing & Growth

You are exploring the most up-to-date list of AI tools for CRM & Deal Management. Each tool is independently evaluated with details on what it does best, pricing, and how it can help you do your work better.

Whelp

Whelp

69%

Whelp is an AI-based omnichannel shared inbox software designed to streamline customer support and communication for businesses. It consolidates customer interactions from various channels, including Voice, Email, Live Chat, SMS, WhatsApp, and social media, into a single unified inbox. The platform features AI-powered automations, such as a drag-and-drop chatbot builder, to provide 24/7 service and automate up to 60% of customer inquiries. Whelp also offers a CRM solution for managing customer data, advanced reporting for performance analysis, and outbound messaging capabilities for customized communication campaigns. It integrates with a wide range of other tools and platforms, making it easy to fit into existing workflows and enhance customer satisfaction.

Tomi.ai

Tomi.ai

67%

Tomi.ai is an AI-powered platform designed to significantly boost marketing-driven revenue and improve LTV:CAC ratios, particularly for businesses with long offline sales cycles and large transactions like Real Estate, Financial Services, EdTech, or SaaS. The platform analyzes user behavior on websites and mobile apps, matching visits with CRM sales data to identify high-value visitors. It predicts buying propensity and 30-90 day LTV for all visitors, including anonymous ones, and feeds these predictions into ad platforms, CRMs, and analytics tools. Tomi.ai offers four core pillars: Targeting for value-based audiences, Optimization with predictive conversions for value-based bidding, Measurement for forward-looking ROI, and Insights through real-time predictive lead scoring.

Unify

Unify

67%

Unify is an AI assistant platform designed to operate directly within WhatsApp, enabling users to create and deploy personalized AI assistants. This tool is built to enhance productivity and streamline workflows by allowing users to upload documents and integrate existing knowledge bases. The focus is on providing a seamless AI experience within a familiar messaging environment, making it easy for individuals or teams to leverage AI for various tasks without leaving WhatsApp. While the specific features are not detailed, the core offering revolves around customizable AI agents that can access and utilize provided information.

Streak AI

Streak AI

67%

Streak AI transforms Gmail into a powerful CRM by providing AI-driven features for managing deals, support queues, and various business processes. It automates data entry, summarizes deal histories, and answers questions about deals directly within Gmail. The tool learns from emails, comments, call logs, and meeting notes to offer insights and analysis, helping users close deals more efficiently. Key functionalities include AI summaries, deal Q&A, autofill for CRM fields, meeting agenda creation, and pipeline automation. Streak AI also allows users to build custom CRM pipelines by describing their workflow, and it integrates with other AI tools like Claude and ChatGPT for enhanced functionality. It is designed to reduce manual data entry and provide actionable intelligence for sales, partnerships, and customer support teams.

Agaton

Agaton

66%

Agaton builds secure, domain-specific AI agents designed to enhance sales team performance and drive revenue. The platform utilizes advanced Voice AI to analyze 100% of agent-customer calls and interactions, identifying critical nuances like energy, confidence, and buying intent signals beyond mere transcription. Agaton provides personalized, world-class coaching to agents in real-time, automates complex workflows, and offers actionable insights to managers based on continuous analysis of customer calls and performance data. It integrates seamlessly with existing tech stacks, delivering coaching and reports through channels like CRM, email, and dialers, while ensuring GDPR compliance and data security with AES 256 encryption and ISO 27001 certification.

Omniaseo

Omniaseo

66%

OmniaSEO is an intelligent platform designed to unify marketing, sales, and customer support operations through CRM, omnichannel automation, and data analytics. It streamlines processes and enhances team productivity by integrating various tools into a single ecosystem. The platform offers solutions like Omniaseo Chat for unified communication across multiple channels, Evolution API for WhatsApp integration and mass messaging, Nano for secure data storage, PrysmBot for AI-powered chatbots and dynamic forms, and Flow for visual automation workflows. It aims to reduce operational costs, increase conversion rates, and provide unlimited scalability with AI, all managed through a unified dashboard with real-time KPIs. OmniaSEO supports integration with over 900 tools, ensuring enterprise-level scalability and security.

Darwix AI

Darwix AI

66%

Darwix AI is a global GenAI-powered omni-channel platform designed to analyze, assist, and automate sales conversations at an enterprise scale. It offers products like Voice Automation for real-time intelligence from customer interactions, Physical AI for Generative AI on devices, Agent Assist for real-time support and response suggestions, Agent Automation for streamlined processes, and GenAI Scoring for analytics. The platform serves industries such as BFSI, Real Estate, and Retail, helping to boost approvals, cut errors, qualify leads, and deliver personalized shopping experiences. Darwix AI aims to empower revenue teams to close faster, smarter, and at a global scale with personalized enterprise LLMs and secure infrastructure.

Zithara.AI

Zithara.AI

66%

Zithara.AI is an AI-first retail CRM designed to help businesses across various industries, including jewelry, luxury, and electronics stores, boost engagement, drive sales, and optimize customer relationships. The platform captures leads from multiple sources like WhatsApp, Instagram, Facebook Ads, calls, webforms, and POS systems, then automates follow-ups to convert more leads. Key features include AI-powered lead management, omnichannel integration, customer intelligence with RFM analysis and smart segmentation, and a conversational AI chatbot named Ziri for real-time reporting and insights. Zithara.AI also offers AI-powered marketing, customer journey tracking, and instant WhatsApp Business API template generation, aiming to provide an end-to-end solution for customer relationship management and sales automation.

InDataLabs Virtual Assistant

InDataLabs Virtual Assistant

66%

InDataLabs Virtual Assistant offers custom development of AI-powered conversational tools designed to automate customer support, boost productivity, and free up human agents. This service focuses on creating virtual assistants that provide 24/7 personalized customer support, handle common queries, and offer multilingual assistance based on proprietary knowledge bases. Key features include automated sales team support, efficient appointment scheduling, seamless CRM integration for data transfer and summarization, and advanced text and voice recognition capabilities. The virtual assistants are developed using generative AI and NLP to understand context, generate human-like responses, and provide recommendations, making them ideal for businesses looking to streamline customer interactions and improve loyalty.

Mevrik

Mevrik

66%

Mevrik is an AI-powered platform designed to transform digital customer experiences by unifying all communication channels. It allows businesses to manage chats, calls, emails, and social media from a single inbox, enhancing customer support and driving sales. The platform features AI Chat, AI Social, AI Email, AI Agent, AI Knowledgehub, and AI Insights, all working together to automate proactive customer support, streamline customer relationships, and provide actionable business insights. Mevrik aims to help businesses scale faster, reduce costs, and boost customer satisfaction through its comprehensive suite of AI-assisted tools and unified CX capabilities. It also offers advanced features like AI Video Chat, AI Voice, and Co-browsing for enterprise customers.

Outpost CRM

Outpost CRM

66%

Outpost CRM is an AI copilot designed for client-driven businesses, transforming operations by leveraging artificial intelligence to automate and optimize sales processes. The platform features an intelligent deal flow to accelerate deal closures and automatically scores contacts for lead prioritization, eliminating manual effort. It integrates seamlessly into email workflows, connecting communications with contacts, and offers Outpost Booking for efficient appointment scheduling. Users can create routines to automate various tasks, and the modular design allows for customization with a wide range of apps and extensions, ensuring users only pay for what they need. Outpost CRM also includes a calendar, task management, client portals, and reporting tools, all accessible across devices.

Claap

Claap

65%

Claap is an AI-powered platform designed to transform sales conversations into actionable insights and automated workflows. It captures every sales call, providing multilingual transcription across 99+ languages without requiring a bot to join the meeting. The tool automatically enriches CRM systems like HubSpot and Salesforce with structured notes and updated properties, including custom fields. Claap activates built-in AI agents to score deals, draft follow-ups, and identify risks, while also connecting with external AI agents like Claude and ChatGPT via its MCP connector. It also facilitates sales coaching by providing scorecards and call reviews, helping managers identify skill gaps and share best practices based on real call data.

GoAgentic

GoAgentic

65%

GoAgentic is an AI-powered sales automation platform designed to put sales outreach on autopilot. It functions as an AI Sales Agent, automating prospecting by identifying qualified leads from over 500 million professionals. The platform crafts personalized outreach messages and handles multi-step follow-ups at optimal times. GoAgentic also qualifies leads and books meetings directly into your calendar, aiming to increase meeting bookings by up to 300%. It offers real-time analytics, campaign management, and AI-powered insights to optimize performance. The tool integrates with popular CRM systems and provides free tools like an Email Finder, Email Verifier, and Outreach Generator.

WINN.AI

WINN.AI

65%

WINN.AI is a revenue execution platform designed to empower sales teams by driving perfect execution on every call with real-time guidance and zero admin. It joins meetings live to guide reps, reinforce playbooks, and automate administrative tasks like note-taking, CRM updates, and follow-ups. The platform ensures playbook adherence, handles objections, and facilitates agile GTM strategy changes by instantly updating playbooks and knowledge bases. WINN.AI also provides total pipeline visibility by extracting structured data and insights from conversations, helping identify execution gaps and optimize playbooks for continuous high-performance. It integrates with existing sales tools and workflows, offering easy setup and faster onboarding for new reps.

Donna CRM

Donna CRM

65%

Donna CRM is a lightweight customer relationship management tool designed to operate seamlessly within Gmail as a Chrome extension. It allows users to track deals, manage follow-ups, and maintain contact context directly from their inbox, eliminating the need to switch between applications. The tool is particularly beneficial for individuals and solo operators such as founders, freelancers, recruiters, and consultants who manage client relationships from their email. Key features include contact management, customizable pipelines, tasks, email campaigns with tracking, and an AI assistant for drafting replies and summarizing threads. Donna CRM is CASA certified and has undergone an independent security audit, ensuring data security and privacy.

Cloodot

Cloodot

65%

Cloodot is an AI-powered platform designed to enhance sales and customer support operations through its "AI Employee." It provides a unified AI inbox for managing customer interactions 24/7, automating workflows, and driving sales conversions. The platform focuses on effortless lead generation, management, and conversion, integrating seamlessly with various tools like Zapier, Shopify, and HubSpot. Cloodot differentiates itself from traditional chatbots by acting as an intelligent AI agent that understands customer intent, reasons in context, and performs real-time actions, including data extraction, workflow automation, and CRM updates. It aims to provide personalized actions and insights to improve communication and sales outcomes.

Calculus AI

Calculus AI

65%

Calculus AI, a native AI tool within Vtiger CRM, leverages GPT integration to significantly enhance customer-facing teams. It offers features like Agent Builder for creating AI agents without coding, a GPT Chatbot for instant answers and improved customer service responses, and intelligent recommendations for next best actions and optimal contact times. The tool also provides powerful predictions for deal scoring and pipeline forecasts, alongside conversation analytics for sentiment and call quality. With Prompt Builder and Generative AI Designer, users can customize AI solutions and streamline bot interactions, ultimately boosting productivity and customer delight across sales, marketing, and support functions.

Mailchimp

Mailchimp

64%

Mailchimp is a comprehensive marketing automation platform specializing in email and SMS marketing. It leverages real-time user behavior data and artificial intelligence to help businesses convert more customers and maximize ROI. The platform provides easy-to-use tools for marketing analytics, automations, and content creation, alongside features for audience segmentation and lead generation. It caters to various industries, including e-commerce, small businesses, non-profits, and professional services, offering tailored solutions to grow audiences, refine strategies, and drive sales. With a drag-and-drop builder, AI-powered content tools, and over 300 templates, Mailchimp simplifies email design and campaign management.

Trueblue

Trueblue

64%

Trueblue specializes in providing AI-powered solutions for the pharmaceutical and life science industries. Their offerings include AiDEA Suite, which leverages AI to accelerate daily tasks for commercial teams, manage events, and improve retail performance. MyAiDEA specifically enhances CRM systems with AI for smart, multichannel HCP engagement, offering features like streamlined operations, custom interactions, data insights, and an AI voice assistant. Additionally, NOVA is a business intelligence platform designed to harmonize and democratize data, enabling teams to uncover valuable insights, improve efficiency, and drive sales and marketing results. Trueblue's solutions are built on Microsoft technologies like Dynamics 365, Power BI, and Azure, ensuring a robust and scalable infrastructure.

AgentVoice v2.0

AgentVoice v2.0

64%

AgentVoice is an advanced AI voice platform designed to automate phone call tasks for businesses. Its AI voice agents can make and receive calls, schedule appointments, update CRM systems, and send text messages, all without human intervention. The platform boasts natural conversations with sub-second latency, handling interruptions and background noise effectively. AgentVoice agents possess tool-aware memory, remembering past interactions and customer context across multiple calls. It supports pre-call, in-call, and post-call workflow automation, allowing for custom logic or templates to complete tasks during conversations. The tool is built for quick deployment, enabling users to launch a working agent in less than 30 minutes, and offers extensive integration capabilities with over 200 tools via Zapier, Make, n8n, or direct API access.

Botgo Technologies Pvt. Ltd.

Botgo Technologies Pvt. Ltd.

64%

Botgo Technologies Pvt. Ltd. offers comprehensive AI-driven solutions for process automation, CRM, and chatbot development. The platform aims to boost efficiency by up to 30% and drive a 25% increase in revenue through integrated AI. Key offerings include Robotic Process Automation for high-volume tasks, Helpdesk Management with pre-designed templates, and a Human Handoff Feature for seamless transitions. Its centralized CRM solution ensures undisrupted workflows with omnichannel engagement, cognitive layers for insights, and robust automation and analysis tools. The AI chatbot development solution leverages generative AI for human-like conversations, offers a conversational UX, and is multi-channel compatible, providing 24/7 AI chat excellence. Botgo also provides pre-built chatbot templates for various industries, making it easy to deploy without coding skills.

NexxtSupport

NexxtSupport

64%

NexxtSupport is an AI-first, all-in-one customer support platform that enables businesses to deploy custom ChatGPT AI chatbots. Users can train these chatbots with their own data, including PDFs, Word files, and web links, and customize their appearance and tone to match brand identity. The platform integrates with existing tools like CRM, e-commerce, and marketing automation platforms. It offers features for 24/7 customer support, employee assistance, and lead generation, with advanced analytics to track performance and user satisfaction. NexxtSupport supports over 50 languages and can be embedded on websites, Messenger, and WhatsApp, making it a versatile solution for automating customer interactions and streamlining internal processes.

Corefactors AI CRM

Corefactors AI CRM

64%

Corefactors AI CRM is a comprehensive RevOps-driven platform designed to unify and empower sales, marketing, support, and customer success teams. It provides a centralized system for managing customer relationships, aiming to multiply revenue and drive predictable growth. Key features include lead management, pipeline management, workflow and journey automation, cloud telephony, and AI-powered insights for email and call intelligence. The platform offers customizable dashboards, reports, and workflows to tailor RevOps to unique business needs, ensuring a user-friendly experience with minimal learning curve. Corefactors emphasizes security with top-tier encryption and multi-factor authentication, and scalability to grow with businesses from startups to enterprises. It helps eliminate manual hassles, team silos, data discrepancies, and revenue leakages, providing powerful solutions for unified revenue success.

Aktify

Aktify

64%

Aktify is an AI-powered sales outreach platform designed to convert more leads into revenue by automating sales conversations. It leverages AI agents that respond to every lead in under 60 seconds via conversational SMS, handling objections, answering questions, and identifying ready buyers. The platform facilitates warm transfers to sales reps and books appointments directly to calendars, operating 24/7. Built on over 8 years of conversation data and 10M+ real conversations, Aktify offers industry-specific AI solutions for high-volume lead industries like home services, insurance, and finance. It includes features like live call transfers, calendar scheduling, and branded link tracking, all while ensuring TCPA-compliant SMS.