Marketing & Growth
Browsing page 5 of AI tools for CRM & Deal Management in Marketing & Growth. Sorted by confidence score — our independent quality rating.
Relate Research and Technology Co
Relate is a pioneering Meeting Intelligence Platform powered by Sandi, an emotionally aware GenAI analyst, designed to transform meetings by measuring and coaching trust-building behaviors. It analyzes over 50 behavioral signals in every meeting, providing real-time feedback and actionable coaching based on The Trusted Advisor's Trust Equation. Users receive personalized insights on communication style, strengths, and areas for improvement, with transparent scoring and progress tracking. Relate helps individuals and teams build stronger communication, trust, and relationship skills, offering features like trust analytics, post-meeting feedback, performance tracking, and team benchmarking. It integrates seamlessly with existing meeting and calendar tools and is built with enterprise-grade security, including GDPR, SOC 2, and CIS compliance.
GetSales.io
GetSales.io is an AI-powered sales engagement platform designed for outbound marketing, combining LinkedIn and email outreach automation with advanced data enrichment. It offers a team-centric approach, allowing users to connect over 100 data providers and integrations, run AI agents for research, scoring, and personalized outreach, and manage multichannel campaigns. The platform features a unified inbox for all communications, bulk orchestration for managing multiple accounts, and a no-code workflow builder. GetSales.io emphasizes safety, fair token-based pricing for data enrichment, and includes all features like API, webhooks, and AI agents in every plan.
Fullcast
Fullcast offers an AI-powered platform designed to unify go-to-market strategy, execution, and incentives for revenue teams. It addresses the common challenge of fragmented data and disconnected tools by integrating territory management, quota planning, forecasting, and commissions into a single system. Key features include AI-driven territory design, real-time revenue intelligence for pipeline health, and advanced analytics for sales performance. The platform also provides AI-generated sales and marketing copy to fuel territories and automated commission tracking for transparent rep compensation. Fullcast aims to transform static planning into a high-velocity revenue engine, enabling businesses to sell more, faster, and better.
Onedery AI CRM
Onedery AI CRM is an all-in-one AI-powered CRM and marketing automation platform designed to help businesses capture leads, automate follow-ups, and close more deals without technical headaches. It replaces fragmented software stacks with a unified system that manages the entire customer journey from initial contact to loyal client. Unlike traditional software, Onedery offers a "Done-With-You" implementation approach, where a dedicated team builds, customizes, and maintains the system. Key features include AI agents, LinkedIn automation, integrated payment processing, e-signature management, and AI chatbots, all aimed at systematizing operations and centralizing business functions.
Finta
Finta is an AI-powered capital copilot designed to maximize fundraising potential by streamlining workflows and enhancing investor relations. It offers an advanced CRM that leverages AI for personalized email scripts, automatic contact enrichment, and seamless email integration. Users can access a powerful database to identify top investors, donors, or strategic contacts, and utilize Finta Networks to find warm introductions. The platform also includes tools for due diligence, such as shareable pitch decks and deal rooms, and offers real-time pipeline tracking. Finta combines its platform with educational resources through Finta Academy, providing knowledge and community support for fundraising.
Sairen
Sairen is an AI-powered platform designed to revolutionize customer experience by centralizing and automating client communications. It leverages conversational AI agents to manage interactions across various channels, including phone, chat, messaging, email, and social media, 24/7. The platform aims to reduce operational costs, boost revenue, and enhance customer loyalty by handling repetitive tasks and intelligently escalating complex issues to human teams. Sairen offers a unified interface to monitor all customer interactions, providing detailed analytics on performance metrics like resolution rates, response times, and customer satisfaction. It integrates with existing tools like 3CX, Salesforce, SAP, and Hubspot, allowing businesses to create and configure AI agents with specific personalities and knowledge bases.
Traq.ai
Traq.ai is an AI-powered conversation intelligence platform designed to enhance sales team performance and accelerate revenue. It leverages AI technology to listen, analyze, and deliver powerful insights, coaching, and assistance. The platform automatically records and transcribes sales calls, providing summaries, action items, and next steps. It integrates with CRMs and calendars, attaching call recordings and summaries to prospect records. Traq.ai helps sales leaders monitor team effectiveness, identify skill gaps, and provide context-specific coaching. It also assists sales reps by automating note-taking and follow-up communications, allowing them to focus on converting prospects and retaining clients.
Sonnet AI Inc
Sonnet AI is an end-to-end meeting assistant and notetaker designed to help professionals never forget a conversation. It features no-bot audio recording, automatic join meeting notifications, and real-time transcription. Users can generate custom notes, action items with assignees and deadlines, and automatically update CRM entries. The tool also includes a template gallery for various domains like sales and legal, and builds context-rich profiles of meeting participants. Sonnet AI works across platforms like Zoom, Google Meet, Microsoft Teams, Discord, and Slack by capturing audio directly from the device, eliminating the need for complex integrations. It aims to save users over 5 hours weekly by automating manual note-taking.
item
item is an AI-native system designed to automate business operations and replace traditional CRM systems. It functions as an autonomous workforce, understanding your business and customers to perform tasks proactively. The platform unifies context from over 100+ tools, allowing AI agents to work alongside your team with full understanding. Key features include an AI Assistant for day-to-day operations, lead discovery, data enrichment, and custom data structures. Users can teach AI agents with simple documents, enabling them to execute workflows across sales, support, and success without coding. item aims to empower companies to run autonomously, offering easy CRM migration and personalized onboarding.
XLeads
XLeads is an all-in-one platform designed for real estate wholesalers, integrating AI-powered tools to streamline the entire deal-making process. It offers free unlimited skiptracing, allowing users to quickly find contact information for property owners. The platform includes an AI property search feature that analyzes 4K satellite imagery and proprietary sellability signals to identify visually and financially distressed homes, scoring them on a Distress Index. XLeads also provides a built-in CRM, dialer, SMS blasting, and e-signing capabilities, consolidating multiple tools into one. Additionally, it features AI Agents for automated seller conversations, deal analysis, and advanced disposition tools to help find buyers and market deals faster. The platform emphasizes daily data refreshes and offers significant cost savings compared to using multiple separate tools.
Double
Double is an AI-powered platform designed to streamline lead generation and conversion for sales and marketing teams. It leverages artificial intelligence to automatically research prospects across the internet, answering specific questions about companies and individuals to provide hyper-targeted insights. The tool also offers a comprehensive email verification service, aggregating data from over 10 private sources to find verified emails, aiming to be more thorough than competitors like Apollo and RocketReach. By providing detailed lead intelligence and verified contact information, Double helps users craft highly targeted messages that can significantly improve outbound campaign conversion rates.
Marketbetter
MarketBetter is an AI-powered platform designed to optimize sales development representative (SDR) workflows by providing a daily, intent-driven playbook. It identifies target companies visiting your website, enriches their data, and guides SDRs on who to contact, how to reach them, and the next best actions. The platform offers multi-channel outreach automation, including email, voice calls via a Smart Dialer, and social touches, all integrated with major CRMs. Key features include website visitor identification, signal intelligence and scoring, champion job change tracking, and AI-powered workflows for email personalization and GTM analysis. MarketBetter aims to significantly increase sales efficiency, response rates, and campaign ROI by streamlining prospecting and outreach efforts.
Smartping Sales CRM
Smartping is a comprehensive UCaaS (Unified Communication as a Service) platform designed to revolutionize how businesses connect and engage with their audiences. It offers a powerful suite of communication solutions including enterprise SMS, cloud telephony-based voice solutions, omnichannel cloud contact centers, WhatsApp Business Messaging, and conversational AI. The platform also provides Rich Communication Services (RCS) and enterprise email solutions, enabling businesses to deliver seamless, engaging, and personalized experiences. Smartping caters to various industries such as Automotive, Retail, Travel, Healthcare, Fintech, EdTech, and Logistics, providing tailored communication strategies to drive customer engagement and maximize ROI. Its robust infrastructure, proprietary SMS scrubbing platform, and 24/7 support ensure reliable and secure communication.
SMS-iT
SMS-iT is a No-Stack Agentic AI RAAS platform designed to transform businesses through intelligent automation. It unifies CRM, ERP, marketing, sales, communication, and automation into a single intelligent platform, eliminating the need for multiple software stacks. With over 60 built-in AI microservices, SMS-iT automates customer acquisition, deal closing, and revenue growth. Key features include Staff AI for platform operation, native multi-channel communications (iMessage, SMS, MMS, RCS, WhatsApp, Email, Voice, Video), Agentic AI Agents for autonomous task execution, and an AI Workflow Builder. The platform also offers AI Insights, an AI Website Builder (Build-iT©), and a Results-as-a-Service (RAAS) model for predictable outcomes. It provides enterprise-grade security with SOC 2 compliance and end-to-end encryption.
Salesforce AI Buddy
Salesforce AI Buddy is a Chrome extension designed to enhance the productivity of Salesforce users by leveraging artificial intelligence. This tool automates various tasks within the Salesforce platform, aiming to streamline workflows and increase efficiency for sales teams. By integrating directly into the Salesforce environment, it helps users manage deals, update records, and perform other CRM-related activities more effectively. The AI capabilities are intended to reduce manual effort, allowing sales professionals to focus more on selling and less on administrative tasks, ultimately contributing to better deal management and overall sales performance.
Ally Solutions
Ally Solutions offers AI-powered voice and chat assistants designed to automate business communications and customer interactions. These AI assistants are built to sound like the business owner and are trained to care like them, ensuring a consistent brand voice. They operate 24/7, handling tasks such as booking appointments, updating CRM systems, and answering customer questions. The service is specifically tailored for various sectors including healthcare, contractors, electricians, veterinarians, gyms, and chiropractors, aiming to give business owners back a significant portion of their day by managing routine communications.
Rilla
Rilla is an AI coaching platform designed for in-person sales teams across various industries like home improvement, automotive, and senior living. It enables sales representatives to record their conversations with customers, which are then processed by AI to generate transcriptions, summaries, and analytics. This allows sales managers to conduct virtual ridealongs, providing coaching and feedback 100x faster than traditional methods. The AI is custom-tailored to each company's sales process, learning from top performers to set a standard for the rest of the team. Rilla aims to increase close rates, average ticket prices, and overall sales efficiency, significantly reducing training time for new salespeople.
Yaraa | AI Sales Agent
Yaraa AI Sales Agent transforms sales strategies by offering an AI-powered virtual sales assistant that operates 24/7 directly from your website. This smart voice assistant engages visitors, answers questions, handles inquiries, and guides buyers through the sales journey without human intervention. Key features include automated sales support, fast and accurate responses, and the ability to handle high volumes of interactions. It supports text, voice, or chat communication methods and aims to boost sales, cut costs, and enhance customer satisfaction by providing instant responses and reducing the workload on sales teams. Setup is quick and requires no coding.
FlowGrid
FlowGrid is a flexible AI-powered CRM and internal tool builder designed for small businesses. It offers an AI-powered canvas that adapts to your workflow, enabling users to build custom applications without writing any code. Key features include natural language dashboard creation, workflow automation, and smart data management. FlowGrid aims to replace traditional spreadsheets by offering real-time collaboration, automation, and structured workflows, with an import mapping wizard that auto-maps columns and detects relationships. It provides enterprise-grade security with row-level data isolation and field-level encryption, making it suitable for managing sensitive business data.
SalesHero.io
SalesHero.io is an advanced AI-powered LinkedIn automation tool designed to streamline lead generation and prospecting for businesses. It helps users set up high-converting outreach sequences on LinkedIn in under 10 minutes. The platform utilizes an AI agent to brainstorm sales strategies, identify target personas, and discover high-quality prospects by analyzing their LinkedIn profiles and activity. SalesHero then generates hyper-personalized connection messages and drip campaigns, eliminating the need for manual templates. It also functions as a CRM, organizing leads and tracking conversations directly within LinkedIn. SalesHero prioritizes data safety, operating locally in the browser with Google-reviewed Chrome extension updates, and adheres to LinkedIn's usage limits to ensure compliance and account safety.
Modern Realty
Modern Realty is the #1 AI CRM specifically designed for real estate agents, acting as an AI assistant that never stops working. It automates repetitive tasks like drafting follow-up messages, prioritizing leads, and identifying who needs immediate attention. The platform integrates all communication channels (SMS, email, social DMs) into one unified inbox, where AI instantly drafts personalized responses based on context. It also features AI lead intelligence, scoring leads in real-time by analyzing conversations for buying signals and flagging hot leads. Modern Realty helps agents never lose a lead by tracking engagement patterns and suggesting re-engagement messages. Additionally, it offers smart property matching, allowing agents to share one listing and have AI find matching properties based on client preferences, eliminating manual data entry. This comprehensive CRM aims to save agents over 10 hours weekly, allowing them to focus on showings and closings.
Centralize
Centralize is an AI-powered relationship intelligence platform designed for revenue teams to enhance their sales processes. It leverages AI agents to map out critical stakeholders, uncover blind spots in deal coverage, and identify the most efficient path to closing deals. The platform integrates with existing CRMs, email, and calendar systems to provide a comprehensive view of all interactions. Key features include an always-up-to-date relationship map, identification of warm connections through executive and advisor networks, and contact priority analysis. Centralize also offers AI assistance for answering deal-related questions, stakeholder autofill, and proactive alerts for job changes or deal health nudges, ensuring sales teams stay ahead of potential issues.
Scowtt
Scowtt is an AI platform designed to unlock the hidden value within CRM and web data, turning it into actionable predictive intelligence. It offers three core products: Predictive Modeling, AI Marketing, and AI Sales Agent. Predictive Modeling analyzes thousands of behavioral and transactional signals to score leads by conversion probability. AI Marketing sends these predictive signals directly to ad platforms like Google and Meta, optimizing campaigns for predicted value. The AI Sales Agent uses these insights to prioritize, qualify, and engage high-value leads through text, voice, or video, ensuring sales teams focus on the most promising opportunities. Scowtt integrates seamlessly with major platforms like Salesforce, HubSpot, Google Ads, and Meta, and is SOC-2 Type 1 certified for compliance and security.
aomni
aomni is an AI-powered platform designed to empower revenue teams with autonomous agents for strategic sales. It eliminates the need for GTM engineers by providing AI-driven account research, targeted engagement, and deep customization. Users can train the AI on their company data for tailored insights, leveraging unique knowledge for competitive advantage. The platform helps identify decision-makers, personalize approaches with social insights, and generate instant sales intelligence. aomni claims to save 3 hours of research per prospect and improve close rates by 40%, collecting over 1000 data points per account. It also facilitates full team alignment across sales, marketing, and customer success for comprehensive account strategies.