AI CRM tools are customer relationship management (CRM) solutions that utilize AI to analyze potential customer behavior, predict the lead conversion probability, and determine the best time to contact prospects.
Businesses use AI-powered CRM processes to focus on higher-priority leads, personalize relationships, and identify new opportunities. Various forms of AI within CRM tools include real-time insights, response drafting, and automating routine tasks.
Geekflare analyzed top AI CRMs based on key features like AI-powered summarization, forecasting, actionable insights, integrations, and pricing to help you find the perfect solution.
- Pipedrive AI – Best for Sales Insights and Automation
- Zoho Zia – Best as Sales Assistant
- Bitrix24 CoPilot – Best for Autofilling and Transcription
- Salesforce Einstein AI – Best for Medium to Large Businesses
- Freddy AI – Best for Omnichannel Sales
- Dynamics 365 Sales – Best to Improve Sales Efficiency
- SugarPredict – Best for AI-Driven Sales Forecasting
- ClickUp AI – Best for Task Automation
- HubSpot AI – Best for Sales & Marketing Growth
- Durable AI CRM – Best for Small Business
- C3 AI CRM – Best for Enterprise
- Show less
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Pipedrive AI
Best for Sales Insights and Automation
- Integration500+
- Customer SupportLive Chat, Phone, Email
About Pipedrive AI
Pipedrive AI is an artificial intelligence (AI) powered sales tool integrated into the Pipedrive CRM. Designed for sales leaders and sales professionals, it aims to enhance decision-making throughout the sales process.
This intelligent sales assistant offers several key features:
Deal Analysis: Pipedrive AI analyzes lost deals, identifying the key factors that contributed to the loss. This helps teams learn from mistakes and improve future performance.
Revenue Forecasting: Get revenue forecasts based on historical data and current sales trends, enabling better sales planning and resource allocation.
Opportunity Identification: Identify high-potential deals by analyzing various data points, including customer interactions, engagement levels, and past sales patterns. This helps prioritize sales efforts and focus on the most promising opportunities.
Summarization: Summarize emails to boost inbox management productivity and deals to get quicl deal status.
Pipedrive AI is powered by OpenAI and included in Pipedrive’s Professional and above plans, offering varying levels of functionality depending on the subscription tier.
Pipedrive AI Features
Offers “next best action recommendations” based on whether a deal’s completion probability is “Fair” or “High.”
Provides a “Tracking progress” toggle that lets users determine whether they want to see their monthly progress statistics.
Daily progress features show the number of emails, phone calls, and activities taken.
A feedback-based tip card feature that analyzes whether users want to see more or less of certain notifications based on their like and dislike history.
Company-wide results are shown in an interface with insights on won, lost, and progressed deals.
Automation templates include following up on inactive deals and interacting with new ones.
Automatic lead assignment to allocate the best-qualified person to a potential new client.
Pipedrive AI Pros/Cons
Discover useful integrations with the artificial intelligence marketplace search feature
Highly customizable with 400+ app integrations, including Zapier, Apollo, etc.
While you have some AI features in all plans, you only have the AI Sales Assistant in Professional, Power, and Enterprise plans
No free plan (though a free trial is available)
Not many bulk-editing options
Pipedrive AI Pricing
Get a 30-days free trial to Pipedrive CRM and convert to subscription to get 20% OFF as a Geekflare user.
| Plan | Pricing (per seat/month) | Features |
|---|---|---|
| Essential | $14 | Marketplace search, SmartApp recommendations |
| Advanced | $34 | 30 active automations per user, 3 delay and wait steps per automation, two-way email syncing |
| Professional | $49 | AI Sales Assistant, AI email summarization, AI email creation |
| Power | $64 | Phone support, 24/7 email support, 90 active automations per user |
| Enterprise | $99 | 180 active automations per user, unlimited custom fields, unlimited reports per user |
Zoho Zia
Best as Sales Assistant
- IntegrationOpenAI
- Customer SupportEmail, Community Page
About Zoho Zia
Zoho Zia is an AI CRM solution that aims to help with productivity, customer engagement/protection, data management, customer experience, actionable insights/analytics, and intelligent alerts. Users will find AI scoring and churn prediction, and they can also get competitor alerts when a competitor is mentioned in emails.
Zoho released Zia in 2018. The company is a B2B SaaS solution headquartered in India with 100 million users worldwide. It was founded by Sridhar Vembu, Sreenivas Kanumuru, and Tony G. Thomas. Zia is available on Enterprise plans and above.
Zoho Zia Features
A Similarity Recommender to potentially increase cross-selling opportunities.
Zia Prediction Builder forecasts factors like the probability of winning a deal or selling a product.
A “Best Time to Contact Customers” feature to improve the chances of a timely interaction.
Voice of the Customer (VoC) identifies monetization opportunities, pain points, etc., via qualitative/quantitative data.
Competitor analysis that identifies cross-channel competitor mentions and whether the words used are positive, neutral, or negative.
A Strategy Influencer that identifies goals a business should strive for and then provides action steps on how to reach them.
Zoho Zia Pros/Cons
Identify room for improvement and innovation with competitor alerts
Workflow suggestions to aid CRM task prioritization
User-friendly and easily understandable data visualization
The interface is relatively limited; navigating doesn’t always feel intuitive
Doesn’t always provide accurate answers to issues and errors
Data filling is sometimes inaccurate (e.g., filling in company details)
Zoho Zia Pricing
| Plan | Pricing (per user/month) | Features |
|---|---|---|
| Enterprise | $40 | Core Zoho Zia features (e.g. churn prediction and sales forecasting) |
| Ultimate | $52 | Higher-level machine learning, augmented analytics, automatic analytics report generation |
Bitrix24 CoPilot
Best for Autofilling and Transcription
- Integration35+
- Customer SupportLive Chat, Online Training
About Bitrix24 CoPilot
Bitrix24 CoPilot transcribes calls in easy-to-understand text. Leveraging deal and lead autofill tools for leads is possible with this platform. The solution lets users automate profit calculation, and it’s possible to assign multiple roles to CoPilot. Examples include Head of Sales and Business Analyst.
Bitrix24 was fully released in 2012 and is used by 15 million+ organizations. The company is headquartered in Alexandria, Virginia, USA.
Bitrix24 CoPilot Features
Call summaries that prioritize the main points of the conversation.
The option to confirm auto-filled entries before they go into your system.
Kanban view to oversee the current status of each project.
Automatic transcription for all calls.
Offers options to choose from different languages when summarizing calls.
Provides a built-in translator.
Bitrix24 CoPilot Pros/Cons
Search through call transcripts for keywords
Choose whether to keep or replace fields if there is existing information
An option to add constructive criticism if needed
Limited customer support options; you can’t access Bitrix24’s customer service team if you have Partner Support enabled
File synchronization doesn’t always work as it should
Salesforce Einstein AI
Best for Medium to Large Businesses
- IntegrationAudience Builder, Contact Builder, MuleSoft Composer
- Customer SupportPhone
About Salesforce Einstein AI
Salesforce’s comprehensive Einstein AI uses machine learning, NLP, and more to elevate sales of the sales team and improve customer experience. The “Activity Capture” feature synchronizes your email and calendar within the Salesforce app. With relationship discovery automation and email contextualization, among other features, Einstein AI is the best AI CRM software for small to medium-sized businesses.
Salesforce, founded in 1999 by Marc Benioff and Parker Harris, is headquartered in the US and has 150,000 global customers.
Salesforce Einstein AI Features
Action item extracting from customer calls to determine next steps.
Identify factors that contribute to a lead being more likely to convert.
Ask the in-app chatbot to provide the status of current deal pipelines and provide more context on prospective leads.
Learn about other information to help upsell, such as whether they’re eligible for an upgrade.
Provides a list of top positives and negatives for potential leads.
Salesforce Einstein AI Pros/Cons
Accurate results and comprehensive deal insights that are better than almost any other CRM tool
Conversation mining to understand what users think of a brand
A buyer assistant to automatically schedule calls
The Salesforce Knowledge Base is very clunky and unresponsive sometimes
While some Einstein AI features are included in Sales plans, you have to purchase add-ons in some instances
Some features are only available in English (e.g. Einstein Insights)
Freddy AI
Best for Omnichannel Sales
- IntegrationFreshworks
- Customer SupportPhone, Email
About Freddy AI
Freddy AI, part of Freshworks’ ecosystem, is an AI-powered tool designed to enhance customer experience. Users can summarize tickets, detect user sentiment, get a contact score, and use a live translation tool when communicating with customers.
Freddy AI’s availability across email, chat, and phone makes it the best AI CRM tool for omnichannel sales. Freshworks launched Freddy AI in 2018. Freshworks was founded by Girish Mathrubootham and Shan Krishnasamy and is headquartered in the US today.
Freddy AI Features
Deal prediction score and a visible upward/downward trend, depending on the customer sentiment.
The option to rephrase, enhance, and expand bot dialog tones.
A tone enhancer to customize messaging.
Message Expansion to generate full responses from bullet points.
A Conversational Actions feature for building customized bots.
Freddy AI Pros/Cons
Easier to detect potential deals through sentiment scores
Live translation tools for better mutual understanding
Available in 15+ languages, including Korean, Swedish, Spanish, and French
Strong security tools, including 24/7 monitoring of data centers
Not available with all Freshworks or Freshsales plans
Lacks conversational analytics on Freshdesk and Freshdesk Omnichannel plans
Users have to pay for unlimited bot sessions
Dynamics 365 Sales
Best to Improve Sales Efficiency
- IntegrationMicrosoft 365
- Customer SupportSupport Center
About Dynamics 365 Sales
Dynamics 365’s prioritized work list for leads and potential new customers is a key reason it ranks as the best AI CRM tool for improving sales efficiency. Users can also utilize point graphs with grading and opportunity scores. The tool is part of Microsoft’s comprehensive ecosystem, which includes other business tools, such as Microsoft Teams.
Microsoft owns Dynamics 365, which was founded by Bill Gates and Paul Allen in 1975. Microsoft claims that Dynamics 365 can result in up to 60% time savings for sales data reporting features.
Dynamics 365 Sales Features
Offers an option to call customers without switching screens via an integration with Microsoft Teams.
Progress bars for “deals won” and forecasting.
Automated seller sequences to simplify the selling process and close deals sooner.
Customer overviews for more effective quoting, such as preferred currency.
Notes analysis and “whom knows whom” tools.
Dynamics 365 Sales Pros/Cons
Works well with other Microsoft products (e.g. Copilot and Teams)
Clear goal-setting windows that show you how much you need to achieve your goals
Export reporting and dashboards to Microsoft Excel
You need a Microsoft account to use Dynamics 365 Sales
Requires a good level of background knowledge to be used effectively
Integration with LinkedIn Sales Navigator is only available with the Microsoft Relationship Sales plan
Dynamics 365 Sales Pricing
SugarPredict
Best for AI-Driven Sales Forecasting
- IntegrationSugarCRM
- Customer SupportPhone, Email, Support Center
About SugarPredict
SugarPredict features opportunity prediction and analyzes both SugarCRM and third-party data to identify opportunities. Users will find ideal customer profile alignment, showing team members how similar leads are to others that have been converted, which makes it the best CRM software for AI-driven sales forecasting.
SugarPredict is run by SugarCRM, which was founded in 2004 and is headquartered in the US. The company was founded by Jacob Taylor, Clint Oram, and John Roberts.
SugarPredict Features
Projected outcomes for all Sugar Sell lead and opportunity records.
Drag-and-drop dashboard customization.
The option to add a “do not call” disclaimer next to contacts.
If the accuracy drops below 70%, Sugar Predict will stop generating new outcomes until this is rectified.
Leads lists based on prediction scores.
SugarPredict Pros/Cons
Easy to customize the dashboard and prioritize essential information
Does not require any setup or maintenance
Compliant with industry standards such as ISO 27001 and SOC2 Type 2, GDPR
You can only have one case per entity
Can sometimes glitch immediately after SugarCRM updates
Minimum of 10 users are required in the plan
SugarPredict Pricing
| Plans | Pricing (per user/month) | Feature |
|---|---|---|
| Advanced | $85 | Sales force automation |
| Premier | $135 | Sales intelligence, advanced forecasting, enhanced customer support |
Want to increase the efficiency of your sales team? Explore the best sales forecasting software.
ClickUp AI
Best for Task Automation
- Integration1,000+
- Customer SupportHelp Center
About ClickUp AI
ClickUp AI enables easy management of projects, content, and more. It has several customization features for automation, such as “When > Then” conditioning, which allows team members to adjust assignees and perform other actions. Users can also set up automatic comments, which makes it best for task automation.
ClickUp is a task management software solution that was founded in 2017 and has 100,000+ paying customers. The company is headquartered in San Diego, California, and was Zeb Evans.
ClickUp AI Features
Automate task priorities and customize task types.
Get summaries of your tasks to determine whether they’re on track.
Data auto-filling to mitigate manual work.
Pre-designed questions to make it easier to find out essential information (e.g., asking what specific team members worked on last week).
Role-specific content creation (e.g., IT, Sales, and Services).
ClickUp AI Pros/Cons
HIPAA-compliant
Comprehensive project management features within the ClickUp app (e.g., Kanban board visualization)
All workspace members and internal guests get ClickUp AI
Lack of deal forecasting and similar sales features
App often crashes as it has to handle more requests
HubSpot AI
Best for Sales & Marketing Growth
- IntegrationZoho Flow, Zapier
- Customer SupportPhone, Email, Chat, Help Center
About HubSpot AI
HubSpot AI has an open AI-powered search grader that lets users see their brand sentiment in ChatGPT, plus similar apps. With an AI blog writer and meta description generator, HubSpot is the best AI CRM software for sales and marketing growth.
HubSpot is a sales and marketing SaaS company headquartered in Cambridge, Massachusetts. Founded in 2006 by Dharmesh Shah and Brian Halligan, HubSpot has over 228,000 global customers.
HubSpot AI Features
Social media post generators based on text prompts.
A website-builder tool that lets users create a single-page website with AI.
The ability to extract data and create marketing/sales reports.
A brand voice capture tool that allows users to edit content based on their own brand voices.
A generator for calls to action (CTAs), which may potentially increase sales.
HubSpot AI Pros/Cons
Comprehensive AI content generation tools compared to most other platforms
Automatic workflow descriptions for each team member
Comprehensive business insights to help with sales calls and personalization
Website generator is only available in English
Most AI features are geared toward content creation
Durable AI CRM
Best for Small Business
- IntegrationNot Disclosed
- Customer SupportEmail, Support Center
About Durable AI CRM
Durable’s AI CRM has one-click personalized responses, where users can send messages based on the customer’s conversation history. Automated contact form responses are also available, and teams can send automated reviews. These are some primary reasons why Durable is the best AI CRM software for small businesses.
Durable, founded in 2021, specializes in helping self-employed people through AI website builders and other tools. Over 5 million people have created websites via the centralized platform.
Durable AI CRM Features
An automated review request tool for Facebook and Google lets users choose the default star rating for which they wish to have this.
Custom fields to organize contacts, such as money, dropdown, rating, and date.
Invoicing features to receive payments from customers without needing an extra app.
Google ad and social post generators.
Durable AI CRM Pros/Cons
Add unlimited contacts
Offers unlimited users in Mogul plans
Monthly pricing is affordable
Additional features, such as scheduled blog posts, aren’t available outside the US and Canada
If you create a website, etc., with Durable, users may find it challenging to migrate to different services later
Durable AI CRM Pricing
| Plans | Pricing (monthly) | Features |
|---|---|---|
| Business | $20 | All CRM features, 5 users, 1 instance |
| Mogul | $80 | Unlimited users, one-to-one onboarding |
C3 AI CRM
Best for Enterprise
- IntegrationSnowflake, SAP ERP, Oracle ERP, Salesforce and Dynamics 365
- Customer SupportContact Form
About C3 AI CRM
C3 is an AI CRM for enterprises as it was specifically designed for businesses of this kind, with features like product-specific revenue forecasts and cross-selling recommendations with probabilities.
C3 was founded in 2009 by Thomas Siebel and is headquartered in the US. In addition to CRM, C3 offers services related to enterprise AI applications. It serves multiple industries, including financial services, utilities, telecommunications, and healthcare.
C3 AI CRM Features
A renewal risk evidence pack to predict factors that might stop customers from continuing their subscriptions.
Advance predictions for churn months to proactively limit the impact.
Real-time, two-way integration with Salesforce and Dynamics 365.
A deal escalation opportunity identifier.
In-team coaching opportunity identifiers.
Actionable sales pipelines with “at-risk” percentages for deals under the threat of not closing.
C3 AI CRM Pros/Cons
Accurate analytics to combat churn months in advance
Specific forecasting for different products and categories, offering a more granular overview
Highly effective customer support team (many customers receive a response within one business day)
Reporting tools can be complex for newer users due to the amount of data
CRM can be quite slow during periods of high usage
Less suited to smaller businesses due to its complexity
Benefits of an AI CRM Over Traditional CRM
Compared to traditional CRM software, AI CRM tools can save significant time by automating tasks. Other reasons why AI CRMs can benefit teams include:
- Understand conversion chances better: AI CRM tools use data they’ve already received to determine the chances of a new deal landing. Users also get an overview to help determine if they need to put more effort into outreach and building a deal pipeline.
- Discovering possible future opportunities: In addition to determining the likelihood of a new deal being sealed, AI CRM solutions can identify similar potential leads that might be worth exploring. The software typically selects these based on previous closed deal characteristics.
- Creating content to interact with prospects: AI CRM software can save time on content creation by generating emails, blog posts, social media content, and more. These solutions can also change the tone of content to match a prospective lead’s personality or target audience.
- Comprehensive competitor analysis: AI CRM software extracts data from multiple points and can analyze competitors. Subsequently, users can identify gaps they can fill.
- Better customization: AI CRM software sometimes has templates, and many will let you customize their dashboards. Users can gain access to data they normally use faster.
- Flexibility: AI CRM software is typically available on and off-premises, making it ideal for hybrid and remote teams. Users can also access these tools on mobile and desktop, and it’s easy to add or remove seats from a plan.
- Automation: AI CRM software can automate various actions, such as assigning users to leads. As a result, teams can save time and close deals more quickly.