7 Best AI CRM Tools to Automate and Optimize Tasks

Mashkoor Alam
ByMashkoor Alam

Updated:

7 mins read

CRMs were built to organize and manage customer-related tasks like tracking interactions, scheduling follow-ups, and storing contact information. But even traditional CRM tools fall short when it comes to speed, personalization, and insight.

AI changes that. It helps with tasks like logging contacts, drafting emails, or surfacing deal insights.

In this guide, we’ll explore some of the top CRM platforms that use AI to help users simplify workflows, improve data quality, and make smarter business decisions.

What are AI CRM tools?

AI CRM tools are customer relationship management software that use AI to do tasks like suggesting next steps in sales deals, filling in contact details, automatically summarizing interactions, writing messages, and so on.

Top 7 AI CRM tools

Here are 7 leading AI CRMs built to optimize your processes :

  1. Pipedrive

Pipedrive markets itself as the one-stop CRM for sales professionals, and it delivers. It offers pipeline management, lead tracking, and now a suite of helpful AI tools to speed up daily tasks.

One of its key AI tools is the AI Chat Assistant, which works like a built-in sales helper. You can ask questions, get step-by-step instructions, quickly summarize information, and even have it write notes or emails for you.

Another smart feature is AI-Powered Report Creation, which lets you create detailed sales reports just by typing what you need. You can either write your own prompt or choose from suggestions like tracking the number of deals this year.

Here are additional features the platform offers:

  • Data enrichment to automatically pull in public information and complete missing details in your contact records.

  • AI email summarization to quickly understand the essence of long email threads and reduce information overload.

  • AI engagement scoring to identify and prioritize deals based on historical success patterns.

  • Pulse Feed to keep your sales priorities organized in one view and ensure timely action.

Pricing:

Plan Pricing (billed annually)
Essential $14 per seat/month
Advanced $24 per seat/month
Professional $49 per seat/month
Power $59 per seat/month
Enterprise $79 per seat/month
  1. Hubspot

HubSpot is the biggest name in CRM, so it’s no surprise they invested in the recent AI boom to stay relevant in the market.

One of its AI innovations is Smart Properties, which automatically fills up customer profiles with web-sourced data or internal documents.

Here are additional features the platform offers:

  • Breeze Customer Agent to answer customer questions instantly using your existing content with minimal setup.

  • AI Meeting Nurture to help sales reps prepare for meetings and streamline post-meeting follow-ups.

  • Breeze Record Summary to instantly generate AI-powered summaries of contact, company, deal, and ticket records.

  • Sales analytics to access customizable reports that provide actionable insights into sales performance and team effectiveness.

Pricing:

Plan Pricing (Billed annully) Contacts
Free Tools $0/year Up to 2 users N/A
Starter customer platform Starts at $108/year per seat Includes 1,000 marketing contacts
Professional customer platform Starts at $15,600/year Includes 2,000 marketing contacts
Enterprise customer platform Starts at $56,400/year Includes 10,000 marketing contacts
  1. Close CRM

Close CRM an AI-powered Call Assistant, which listens to your recorded calls and voicemails, then automatically creates a written summary and full transcript.

Another helpful AI-powered tool is AI Enrich, which fills in missing details on your leads like company size, industry, or LinkedIn profile, by pulling in information from across the web.

Here are additional features the platform offers:

  • Dynamic list building to create, save, and share filtered lead views across your team.

  • AI Lead Summaries to instantly understand a lead’s recent activity and status.

  • AI Email Rewrite to draft or improve sales emails directly in the inbox.

  • Opportunity Funnel Report to track conversion rates, deal velocity, and pipeline health.

Pricing:

Plan Pricing (Billed annually)
Solo $9 per seat/month
Essentials $35 per seat/month
Growth $99 per seat/month
Scale $139 per seat/month
Enterprise Custom pricing
  1. Monday CRM

Monday.com needs no introduction, but it may need a brief explanation for its venture into the CRM. The company built a simple CRM that helps teams handle sales tasks like managing contacts and tracking leads. Now it has enhanced it even more with AI.

One of its notable AI features is the AI Timeline Summary, which automatically generates summaries of all customer interactions like emails, calls, meetings, and notes.

Here are additional features the platform offers:

  • An AI writing assistant to automatically draft CRM text with the right tone and length.

  • Assign a Label to auto-categorize items in the dropdown or status columns using smart analysis.

  • Translate AI to instantly translate content into multiple languages.

  • Deal Stages Widget to track progress, reopen deals, and analyze time spent per stage.

Pricing:

Plan Pricing (Billed annually)
Basic $12 per seat/month
Standard $17 per seat/month
Pro $28 per seat/month
Enterprise Custom pricing
  1. Zoho CRM

Zoho is a brand that sells a wide range of tools, including Zoho CRM for managing customer relationships.

AI-wise, it has added Zia Scores, which automatically analyze leads data to generate conversion scores that help teams prioritize their efforts efficiently.

Another notable feature is Ask Zia, which allows users to ask questions about CRM data in plain language. For example, you can ask Zia the number of calls scheduled for today, and it will analyze existing data and present an answer immediately.

Here are additional features the platform offers:

  • AI email tools to write better emails with tone detection, autocomplete, and subject line suggestions.

  • Record Owner Suggestion to intelligently assign leads and contacts to the correct team members based on their past performance.

  • Best Time to Contact to suggest the optimal time to reach each.

  • Vision Image Validation to automatically analyze and verify images uploaded to the CRM (great for product, ID, or document validation).

  • Competitor Alert to detect mentions of your competitors in CRM records and alert your team.

Pricing:

Plan Pricing (Billed annually)
Free $0 (for up to 3 users)
Standard $14 per user/month
Professional $23 per user/month
Enterprise $40 per user/month
Ultimate $52 per user/month
  1. Freshsales

Just like Zoho, Freshsales is part of the broader Freshworks suite. Its standout AI feature is the Freddy AI Summary, which gives summaries of all past emails, calls, meetings, and notes, so sales reps can instantly understand a deal’s full history.

Another AI tool is Freddy Contact Scores, which uses machine learning to score deals. It then recommends tactics like “nurture”, “ untouched contact”, “follow up”, and more.

Here are additional features the platform offers:

  • Smart Matches to automatically identify and merge duplicate contacts, accounts, and deals, keeping your CRM data clean and organized.

  • Forecasting insights to suggest deals likely to close, improving the accuracy of your sales forecast.

  • AI Chatbot Builder to create personalized chatbots that engage visitors and qualify leads without coding.

  • Freddy writing tools to enhance sales communication with features like text expansion, tone adjustment, and content improvement.

Pricing:

Plan Pricing (Billed annually)
Free $0 (for up to 3 users)
Growth $9 per user/month
Pro $39 per user/month
Enterprise $59 per user/month
  1. People.ai

While mostly known as a revenue analytics software, People.ai, offers some decent AI CRM features that automate sales activity.

Its core AI innovation is an AI chatbot that gathers data from sources like email to instantly reveal deal status and suggest coaching steps.

Another standout AI feature is Forecast Accuracy, which uses AI models to predict the likelihood of deals going through.

Here are additional features the platform offers:

  • Email bounceback detection to automatically flag invalid email addresses.

  • Multi-measure dashboards to compare multiple engagement metrics within a single visualization.

  • Smart stakeholder cards to gain detailed insights into contact activity and relationships.

  • PeopleGlass interface provides a streamlined CRM view to improve sales rep productivity.

Pricing: Custom

Rounding up

Choosing the right AI-powered CRM tools for your business doesn’t have to be a daunting chore. Start by identifying what challenges you want AI to solve, and define if the implementation of it is saving time, improving customer insights, or automating routine tasks. Then, narrow down your options by focusing on platforms that align with those goals.

You can also check out real user reviews to see how these tools perform in the field. This way, you can choose a CRM that truly makes your sales and marketing smarter and more efficient.

FAQs

The key difference is that traditional CRMs mainly focus on organizing customer data and managing contacts manually, while AI-powered CRMs use machine learning and automation to analyze data and predict outcomes.

Expect automation of email drafting, lead scoring, activity logging, follow-up reminders, and even AI chatbots for instant queries.

Sometimes people get so used to following AI prompts that they overlook better options in terms of messaging. Also, AI can make mistakes if the data quality isn’t great, so it's important to continuously monitor, validate, and fine-tune the system.

What should you do next?

You made it till the end! Here's what you can do next to grow your business:

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What are AI CRM tools?
Top 7 AI CRM tools
Rounding up

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