Marketing & Growth
Browsing page 2 of AI tools for CRM & Deal Management in Marketing & Growth. Sorted by confidence score — our independent quality rating.
Clouding AI
Clouding AI is a Salesforce-first advisory and delivery firm focused on transforming customer engagement for organizations in the Middle East. They leverage Salesforce, AI, and empathy to provide intelligent solutions. Key offerings include Agentforce, an AI-native accelerator for the Salesforce ecosystem, which provides mobile-ready flows, Arabic LLM support, visual-rich experiences, and conversational AI. They also specialize in implementing various Salesforce Clouds like Comms, Media, and Revenue Cloud, and offer Mulesoft integration for unified data architecture and scalable API connectivity. Additionally, Clouding AI utilizes Tableau for AI-powered decision-making and interactive dashboards, helping businesses activate data across every interaction.
Recruit CRM v3.1.83
Recruit CRM is an AI-first recruitment software designed for recruitment agencies and executive search firms, trusted by over 2,500 agencies in more than 100 countries. It unifies candidate sourcing, resume parsing, email automation, and job board integrations with advanced analytics. The platform features AI agents that handle tasks such as email replies, candidate submissions, and resume formatting, significantly saving time and improving workflow efficiency. Recruit CRM also includes an intuitive ATS + CRM, timesheet management, a website builder (Recruit Craft), and integrations with top tools. Its advanced enterprise features offer workflow automation, LinkedIn messaging integration, and comprehensive analytics, making it a powerful solution for scaling recruitment businesses.
Pod
Pod is an AI sales coach designed for Account Executives and B2B sellers, offering live sales enablement, deal prioritization, and actionable insights to accelerate deal closures. It helps sellers deploy autonomous AI agents throughout their pipeline to take optimal actions and improve win rates. Key features include a Pipeline Coach for daily custom strategy, a Deal Coach to diagnose deal health, and Playbooks to implement winning sales methods. Pod also provides auto-generated Meeting Briefs, embeds deal intelligence into CRMs and workflows, and offers contact sentiment analysis to optimize buying committees. It aims to reduce admin time through task automations and provides personalized coaching based on customer interactions.
InstaLILY AI
InstaLILY AI offers AI teammates designed for businesses in the physical goods economy, including distributors, suppliers, and field-service operations. The platform features InstaBrainâ„¢, a company-specific AI brain built on specialized language models trained on an organization's unique knowledge and decisions, rather than relying on general-purpose LLMs. InstaWorkersâ„¢ are AI teammates that operate within existing ERP, CRM, and service systems, automating tasks like quoting, follow-ups, parts identification, and job preparation. This approach aims to accelerate sales cycles, improve operational efficiency, and turn institutional knowledge into a shared company brain, delivering measurable impact in weeks without requiring system overhauls or scaling headcount.
Momentum (Acquired by Virtuous)
Momentum, now acquired by Virtuous, is an AI-powered donor engagement platform designed to significantly enhance fundraising efforts for nonprofits. It acts as a fundraising AI assistant, enabling users to reach the right donors faster and personalize outreach effortlessly. The platform securely integrates with existing email and CRM systems, automatically syncing every detail to maintain clean records and eliminate manual data entry. Momentum trains its AI on your communication style using writing samples, providing daily prioritized tasks and AI-drafted emails to accelerate workflow. It also offers smart alerts and reminders for important milestones and allows for scaling personalized outreach through AI-powered campaign cadences. The tool is built for enterprise-level security and is SOC2 compliant.
SalesChoice
SalesChoice offers an AI app called SalesInsights, built on Salesforce, designed to enhance sales productivity and forecast accuracy for B2B sales organizations. It aims to improve Salesforce adoption and rep motivation, increase win rates, and validate forecast accuracy in real-time, boasting over 95% forecast accuracy. Key features include Sales360 for revealing critical signals and eliminating human bias, Data Completeness to track missing data and rep accountability, and a Coaching Simulator to predict the impact of future rep actions. SalesChoice also provides MoodInsights for real-time pulse checks on employee sentiment and offers bespoke AI solutions through its AI InsightEngineâ„¢ for process modernization and customized AI development.
Humanlinker
Humanlinker is an AI co-pilot designed to revolutionize B2B sales by personalizing prospect engagement and streamlining the sales cycle. It offers advanced integrations with CRM systems like HubSpot and Salesforce, email providers, and internal communication tools. Key features include multichannel engagement automation, AI sales copywriting for ultra-personalized messages, AI-powered lead recommendations, and automatic lead enrichment and verification. For sales conversion, Humanlinker provides AI sales intelligence, DISC personality analysis to adapt pitches, news monitoring for buying signals, and AI meeting preparation. The platform aims to save sales teams significant time by automating prospecting, enriching data, and analyzing replies to optimize outreach strategies.
Quickfire: Open source AMS for Insurance
Quickfire is an open-source insurance agency management system (AMS) designed for independent P&C brokers, captives, and wholesalers. It offers a comprehensive suite of tools to streamline workflows, manage clients, and automate tasks. Key features include lightning-fast universal search, AI-assisted PDF workflows, and an intuitive renewal task manager. Users can own their data by deploying Quickfire to the cloud, a network server, or locally on a PC. The platform is highly extensible and customizable, allowing developers to build custom in-house tools. Quickfire integrates seamlessly with industry leaders like Applied Epic, Vertafore AMS360, RingCentral, and DocuSign, enhancing existing workflows and consolidating online services. It also provides AI agents for data interaction, workflow automation, and client activity summaries, making it a powerful solution for modern insurance professionals.
Keepme.ai
Keepme.ai offers Antares, an AI-powered sales agent solution specifically designed for multisite fitness operators. Antares automates instant replies, multi-channel nurturing, and appointment booking to prevent lead loss and fuel growth. It integrates with existing CRMs and calendars, ensuring consistent follow-up and updated records. Key features include a 'Box of Authority' for defining AI boundaries, human handoff for complex cases, and a two-phase implementation plan for quick setup. Antares is built to sound like your brand, handling repetitive tasks and freeing staff to focus on high-value interactions like tours and relationship building. It is enterprise-ready and compliant with data protection regulations, ensuring prospect data security.
Resonate Growth Agency
Resonate Growth Agency is a HubSpot Diamond Solutions Partner specializing in delivering comprehensive HubSpot services and developing AI-powered applications. They provide full onboarding and setup for new HubSpot users, as well as auditing, optimization, and integration services for existing teams. Resonate also offers managed RevOps support, HubSpot migration services, and high-performance website development. Their proprietary apps extend HubSpot's capabilities with AI actions, document management, custom integrations, and B2B data enrichment, helping businesses scale revenue operations and improve ROI.
Octolane AI
Octolane AI is a self-driving AI CRM designed to automate and streamline customer relationship management for sales teams and founders. It eliminates the need for manual CRM updates and missed follow-ups by drafting communications in your voice, recording meetings, and tracking visitor activity. The platform replaces multiple tools like meeting recorders, follow-up drafters, visitor trackers, and traditional CRMs into one integrated solution. Octolane AI offers real-time CRM updates during meetings, detects stale deals, and allows users to send emails directly from within the CRM. It is built for ease of use, with a 2-minute setup and no credit card required for the free trial, making it accessible even for those new to CRMs.
TODAY
TODAY is an AI Copilot designed specifically for financial advisors, including those in insurance, banking, and pensions, to enhance their effectiveness by 30%. The tool automates the tedious task of documentation, allowing advisors to focus more on client interactions. It provides a 'perfect memory' feature, accurately capturing every detail of conversations, including financial and insurance terms, and instantly generating consultation wrap-ups. TODAY also offers powerful coaching insights, tracking cross-selling attempts, customer reactions, and key moments to help advisors learn and improve. It integrates seamlessly with popular communication tools like Microsoft Teams, Zoom, and Google Meet, and CRMs such as Pipedrive and Zoho. The platform is AI-Act and GDPR-compliant, ensuring responsible and secure use of AI.
CtrlPlain
CtrlPlain is an AI-powered Sales Execution Platform designed to help sales teams work smarter and achieve top performance. It addresses common sales challenges like scattered data, manual processes, and inefficient workflows by providing intelligent customer engagement, AI task management, and content generation. The platform analyzes real-time customer behavior, sentiment, and CRM insights to suggest next-best actions, automate follow-ups, and flag risks. It also offers AI-powered analytics for precise forecasting and personalized coaching based on top performers' strategies. CtrlPlain integrates with existing sales tools like CRM, email, and calendars, turning disconnected data into a single, intelligent workflow to reduce administrative tasks and improve conversion rates.
Hiqsense Smart Systems LTD
HiQSense Smart Systems LTD is a Canadian company dedicated to empowering small and medium-sized businesses with advanced, AI-driven automation. They specialize in web design, web development, AI-powered applications, and mobile app solutions. Their mission is to simplify operations, reduce costs, and accelerate growth by providing seamless access to intelligent systems that handle everyday tasks. HiQSense's flagship platform, Saski AI, is a no-code solution enabling businesses to automate customer support across various channels like SMS, WhatsApp, voice, social media, and websites. Users can build AI assistants in under 10 minutes, reducing operational costs and delivering consistent, multilingual service.
Accent Technologies
Accent Technologies offers a comprehensive AI-powered Revenue Enablement platform designed to help sales, marketing, and customer-facing teams drive productivity and increase revenue. The platform provides a suite of tools including Sales Content Management for precise content delivery and personalization, a Custom ChatGPT Knowledgebase for real-time answers and content generation, and Guided Selling with an AI Assistant for recommendations on priorities and next steps. Additionally, it features Learning & Readiness tools for pitch practice and AI-driven coaching to boost team performance. Accent Technologies aims to provide the best revenue enablement AI technology to surface relevant content, make intelligent suggestions, and offer insights to move deals forward.
Pepsales AI
Pepsales AI is an AI sales automation and conversation intelligence platform designed for B2B SaaS sales teams. It empowers sales leaders and account executives to shorten sales cycles, enhance deal qualification, and close more deals faster. The platform offers AI-powered guidance during live calls, including dynamic discovery questions and objection handling. It also automates post-call tasks like generating summaries, action items, and pushing notes to CRM, integrating with popular tools like HubSpot, Salesforce, and Zoom. Pepsales AI supports over 20 sales methodologies, enabling consistent application and improved forecast accuracy.
WAISE
WAISE is an AI-powered WhatsApp Business CRM designed to automate sales and lead management for businesses, particularly Indian SMEs. It offers official WhatsApp API at competitive rates, allowing users to turn WhatsApp into a sales machine. Key features include smart AI agents for routing conversations, auto lead scoring based on sentiment analysis and purchase intent, and automated deal probability. The platform also provides real-time sales guidance, 1-click WhatsApp calling, and multi-source lead capture from platforms like Facebook, IndiaMart, and JustDial. WAISE emphasizes transparent pricing, continuous AI learning from customer conversations, and a user-friendly interface.
Scalestack
Scalestack is an AI-powered platform designed to optimize Go-To-Market (GTM) operations for enterprises. It acts as an "Autonomous Revenue Engine" by deploying AI agents to orchestrate data across various systems, including CRM, enrichment tools, and marketing automation platforms. The platform unifies disparate data sources, enriches customer profiles, and prioritizes accounts based on ICP logic, enabling GTM teams to focus on high-propensity leads. Scalestack aims to eliminate manual workflows and "duct-taping" of systems, leading to significant reductions in manual work, faster sales cycles, and more accurate lead prioritization. It offers zero-code setup and integrates bi-directionally with major GTM systems like Salesforce, HubSpot, and Marketo, along with 60+ providers like ZoomInfo and Clearbit.
telli
telli is an advanced AI voice platform designed to automate and optimize phone call operations across sales, customer service, and general business operations. It features AI Sales Agents that conduct human-like conversations, qualify leads, upsell products, and manage customer inquiries. The platform offers a no-code agent builder, multi-lingual support in over 30 languages, and integrates with major CRMs like Salesforce and HubSpot. telli helps businesses reactivate leads, schedule appointments, collect payments, and provide 24/7 customer support, significantly boosting engagement and reducing operational costs. It also includes live monitoring, analytics, and A/B testing to continuously improve agent performance.
DryMerge
DryMerge is an AI-powered platform designed to automate CRM updates by deploying intelligent agents that monitor various communication channels. It seamlessly integrates with email, calendar, and call transcripts to extract relevant details, ensuring your CRM data is consistently accurate and up-to-date without manual intervention. The tool offers extensive integrations with over 50 business applications, including major CRMs like Salesforce, HubSpot, Zoho, and Pipedrive. DryMerge is built for 24/7 automation, capturing context, relationship dynamics, and deal insights, and can be tailored to fit specific deal processes and custom CRM fields. It provides robust security features, including enterprise-grade encryption and data privacy guarantees, ensuring information is protected and never used for model training.
Quest platform
Questera is an agentic operating system designed for growth and customer engagement. It leverages AI-powered agents to monitor real-time signals, determine optimal next actions, and execute them instantly across various channels. This platform helps businesses convert missed opportunities into revenue by orchestrating adaptive, real-time customer journeys. Questera aims to cut campaign build time by 90%, allowing marketers to launch thousands of campaign variations in minutes. It offers a user-friendly interface, promising ROI within two weeks by connecting existing data and deploying AI agents. The platform integrates with popular tools like Segment, Braze, Snowflake, and HubSpot, activating existing data without replacing current stacks. Questera's AI agents continuously optimize user touchpoints, leading to significant lifts in activation, retention, and lifetime value.
Affinity
Affinity is a specialized CRM platform designed for private equity, venture capital, and other private capital firms. It leverages AI-powered relationship intelligence to streamline deal sourcing, relationship management, and accelerate deal closures. The platform automates data capture from emails, calendars, and meetings, ensuring pipelines are always current without manual updates. Key features include activity capture, data enrichment, and advanced analytics for real-time pipeline visibility and team performance measurement. Affinity aims to reduce administrative burden, allowing firms to focus on building and maintaining critical relationships in the private markets. It also offers a dedicated solution for Salesforce users, enhancing existing CRM capabilities with relationship intelligence.
WhiteBridge.ai
WhiteBridge.ai is an AI-powered digital identity research tool designed to find, verify, and analyze publicly collected data about individuals, structuring it into insightful reports. It transforms scattered online data into a coherent narrative of a digital identity, helping users safeguard their reputation, understand prospects, prepare for pitches, hire wisely, and verify authenticity. The tool sifts through over 100 live data sources in real-time, delivering comprehensive reports in approximately two minutes, a significant time and cost saving compared to traditional checks. Reports include professional and educational background, interaction insights, career paths, leisure activities, media mentions, and social media analysis, making it ideal for personal decisions, company sales, and avoiding bad decisions.
New Resilience
New Resilience offers a HIPAA-compliant CRM specifically designed for substance abuse and mental health treatment centers. This AI-powered platform helps facilities grow their census by automating outreach, streamlining admissions, and enhancing alumni engagement. Key features include a comprehensive Behavioral Health CRM for smarter outreach and referral management, an Alumni Engagement module to improve census through coordinated outreach, and the New Resilience Community for peer connections and referral exchange. The platform aims to reduce manual work, accelerate critical tasks, and provide actionable insights into marketing and admissions processes, making it ideal for small to mid-sized providers across various treatment programs.