10 Best AI CRM Software Tools In 2024

You probably never expected to let robots handle your relationships. 🤖

But adding AI to your customer relationship management (CRM) process can speed up response times and improve customer satisfaction—because, as we all know, timing is everything.

It’s kind of like when your partner asks if they look nice, and you say “yes,” but you pause first. That’s going to cost you. 🤦

Likewise, if you pause for too long before following up with a lead, that could also cost you. But with AI tools for customer relationship management, your customer support and sales teams can stay on top of every customer interaction and never miss an important touchpoint. And that’s not all AI can do for you.

From real-time insights and up-to-date customer data to timely reminders and workflow automations, artificial intelligence is one of the most intelligent decisions you can make for your CRM process. We’ll share the best AI CRM tools so your team can work smarter, not harder.

If you want your team to reap the benefits of AI, choose tools that are integrated into your CRM system and designed with sales and customer support in mind. Here are key features to look for to ensure your AI tool will be effective for your team.

Natural language processing: Your sales reps should be able to ask your AI tool to answer a question or perform a task in plain English. Then the AI should respond in plain English so everything is clear, easy to use, and easy to understand—no technical expertise required
Generative AI: If your machine learning tool can write original content, it’ll be able to help your team members respond to customers, write follow-up emails, and rewrite their own content to ensure it’s clear and has a professional tone
Real-time research and data: AI can scan the internet and compile customer research or complex sales forecasting and reports in minutes, instead of the hours it would take a human. Since sales is a numbers-heavy field, ensure your AI tool is empowered with reporting features

Here are our top 10 AI CRM software. All of these programs can complete tasks specific to customer relationship management. They make it easier to understand customer behavior, connect with potential clients, and improve sales and retention rates.

1. – Good for automating CRM Tasks

Use ’s CRM suite to manage data, tasks, and communication to streamline your logistics workflow

If you want to give your sales teams productivity superpowers, then you need to give them .

This all-in-one productivity platform has all of the key features sales and marketing teams need to streamline your customer relationship management process, automate CRM tasks, and track your progress every step of the way.

You can visualize your sales pipeline in over 15 different ways using ’s custom views including Calendar, List, Table, or Kanban-like Board view. And with Dashboards, you can access your most important and up-to-date sales data in real-time.

Plus, your CRM solution becomes even more powerful when you pair it with Brain—the only role-based machine-learning tool tailored to your sales teams’ exact needs. Like your own personal sales assistant, Brain can help you generate emails, scripts, and responses to foster meaningful relationships and build lasting customer loyalty.

best features

A customizable CRM template helps you set up your CRM in minutes
Role-based AI performs tasks specific to your team members’ different responsibilities, whether it’s your customer support team, sales team, or marketing team
Hundreds of templated AI prompts help your team members start using the AI immediately and discover new use cases for AI that can boost their productivity
AI features for sales help you build a territory plan, write a prospecting email, or create an elevator pitch
AI features to streamline your workflow can summarize customer interactions, identify action items, assign them to a rep, and speed up decision-making across all your tasks
AI features for customer support can write customer responses or edit them for grammar, accuracy, or tone

Build stronger client relationships with ’s CRM Template by tracking engagement levels and loyalty scores

limitations

Because offers so many features, there can be a learning curve for new CRM users
Not all of the features in the web app are available in the mobile app

pricing

Free Forever
Unlimited: $7 per user per month
Business: $12 per user per month
Enterprise: Contact for pricing

ratings and reviews

G2: 4.7/5 (8,810+ reviews)
Capterra: 4.7/5 (3,810+ reviews)

2. HubSpot CRM – Good for combined sales & marketing features

HubSpot is a popular SaaS CRM program. It connects your marketing, content, customer service, and sales teams together under one umbrella so no one gets left out in the rain. ☔️

In addition to all the standard CRM features—like tracking customer interactions, contact information, next steps, and progress through your sales pipeline—it features HubSpot AI.

These AI tools help you automate repetitive business processes and free up your team to focus on building more meaningful customer relationships. It can also help your team members draft content, like outreach emails, and analyze customer data in real time.

HubSpot best features

Generative AI helps your team write emails, social media captions, and more for better customer interactions
ChatSpot, HubSpot’s chatbot, can answer team members’ questions, research potential customers, and provide real-time insights
Predictive sales forecasting can show how much revenue you can expect to have and whether you’re on track to meet your sales goals
Conversation summaries can quickly update customer profiles with their latest interactions

HubSpot limitations

The mobile app has fewer features than the web app
Some users report that templates can be difficult to edit and customize your CRM to fit your brand

HubSpot pricing

Free Tools
Starter: $18 per month
Professional: $450 per month

HubSpot ratings and reviews

G2: 4.4/5 (10,750+ reviews)
Capterra: 4.5/5 (430+ reviews)

3. Durable – Good for AI-powered invoicing

An AI-powered platform for small businesses, Durable offers a website builder, a CRM, an invoicing tool, and a virtual assistant. It’ll help you launch and run your business in a snap.

Embed a lead scoring form on your Durable website, and built-in AI features will automatically organize contacts in your CRM, respond to leads, generate personalized communication, and send out review requests.

With this AI, it’s like you have an entire crew helping you, even if you’re flying solo. 🧑‍✈️

Durable best features

The AI assistant helps you write, research, or complete administrative tasks
A lead generation form automatically adds interested customers to your CRM
Email sync allows you to send AI-generated email follow-ups to potential customers
Automated review requests ask customers to leave Google reviews to help promote your business

Durable limitations

This tool offers limited design features, so it’s not a good choice if you want to build an advanced website or custom pages
You can’t export the code to your website, so if you ever want to switch platforms, you’ll have to rebuild your site from scratch

Durable pricing

Starter: $12 per month
Business: $ 20 per month

Durable ratings and reviews

G2: No reviews available
Capterra: No reviews available

4. Zoho Zia – Good for lead management

Zia is an AI tool that’s built into the Zoho CRM. In addition to the CRM’s features—like contact, deal, and lead management—Zia helps your team manage their workload.

Signing up for Zia is like hiring an assistant for everyone on your team. You can ask this chatbot for help collecting customer data, writing emails and documents, or running sales numbers.

It’s a great option for e-commerce companies because you can embed the bot on your website to answer customer questions. It will also make product recommendations based on a customer’s behavior, so your customers will want to stay longer and shop more. 🛍️

Zoho Zia best features

Use Zia to identify patterns in your team’s activity and suggest automations
Get automatic research to fill customer titles, contact information, and more
Improve the customer experience with automated cross-selling and recommendations for products or services that might interest them
Allow reps to spend less time on data entry by chatting with Zia about their customer interactions instead

Zoho Zia limitations

Customizations require a higher level of technical expertise and programming knowledge than many other platforms
Multiple users report that Zoho’s integrations with other platforms provided limited functionality

Zoho Zia pricing

Standard: $14 per user per month
Professional: $23 per user per month
Enterprise: $40 per user per month
Ultimate: $52 per user per month

Zoho Zia ratings and reviews

G2: 4/5 (2,480+ reviews)
Capterra: 4.3/5 (6,385+ reviews)

5. C3.ai

Most of the options on this list are CRM software first and AI tools second. But C3.ai has built its entire CRM platform around artificial intelligence.

C3 is an AI-first company that promises an impressive return on investment. They say their AI-powered CRM can give you a 30% increase in your reps’ productivity and a 60% decrease in your churn rate.

Of course, it’s always best to track your own ROI, but C3.ai does provide impressive insights to empower your team. These include sales forecasting, external data research, pipeline analysis, and relationship insights.

C3.ai best features

Forecast your sales revenue company-wide or broken down by territories, products, accounts, and more
Receive alerts about emerging risks and factors that are impacting your sales opportunities
Visualize the most important areas of your sales pipelines with automatic analytics
Monitor relationship health so you can reach out and improve customer engagement when it’s most important

C3.ai limitations

Users have experienced occasional lags in the program’s response time
Exported reports sometimes contain errors

C3.ai pricing

C3.ai ratings and reviews

G2: 4.5/5 (1+ reviews)
Capterra: No reviews available

6. Zendesk Sell – Good for customer service

Zendesk makes CRM software for service businesses and sales teams. This platform understands the process of selling services. So if you want a tool that’s tailored to your industry, this one could be the perfect fit. 👔

Their tools make it easier for your customers to connect with you and for your team to connect with more customers. Thanks to Zendesk AI, you can free your reps from busy work with automations. And when reps work with customers, the AI can provide suggestions to resolve customer issues.

Zendesk AI is built on OpenAI’s GPT natural language processing model, making it easy to use—just ask it questions like you would with any other coworker. You can add integrations with Zapier or ChatGPT to extend your CRM’s AI functionality even further.

Zendesk Sell best features

Track all of your customer interactions so you can provide a personalized experience
Analyze your process and track your progress toward sales goals with built-in reporting features
Support your customer support team with Zendesk AI, which suggests responses and analyzes customer behavior to provide intent data
Integrate your CRM with Zapier to automate repetitive tasks and with ChatGPT to add an AI chatbot assistant

Zendesk Sell limitations

Some users feel that the interface looks dated and is less intuitive than other CRM systems
Several users report that Zendesk’s customer support team can be slow to respond

Zendesk Sell pricing

Sell Team: $19 per user per month
Sell Growth/Suite Team: $55 per user per month
Suite Growth: $89 per user per month
Sell Professional/Suite Professional: $115 per user per month

Zendesk Sell ratings and reviews

G2: 4.2/5 (475+ reviews)
Capterra: 4.3/5 (150+ reviews)

7. Pipedrive – Good for sales teams & beginners

Pipedrive was created by salespeople for salespeople. It has a user-friendly layout with all the reminders you need to track deals and never miss a follow-up. This way, every lead gets the attention it deserves.

You can set up your sales pipelines to match your customer journey so you can visualize where your leads are, from first touch to final sale. Pipedrive excels at its visual layout, making it easy to know what you need to do next at a glance. We love to see it. 👀

This is a good CRM for Mac or Microsoft users, with mobile apps for both iOS and Android.

Pipedrive best features

Easy setup only requires you to input the stages of your sales funnel to get started
The Kanban board layout allows you to visualize your sales pipelines and see where each deal is in the process
AI technology identifies sales opportunities within your pipeline and allows you to automate repetitive business processes
Customer segmentation features help you provide more personalized communication based on customer demographics, interests, or needs
Reporting and revenue forecasting track your progress toward your sales goals

Pipedrive limitations

Some users report that the mobile app interface is less intuitive than the web app and that there are occasional performance issues on mobile
While Pipedrive offers a lot of basic customization options, advanced customization is limited, which can make it difficult to tailor the CRM to a unique sales process

Pipedrive pricing

Essential: $14.90 per user per month
Advanced: $27.90 per user per month
Professional: $49.90 per user per month
Power: $64.90 per user per month
Enterprise: $99.00 per user per month

Pipedrive ratings and reviews

G2: 4.2/5 (1,660+ reviews)
Capterra: 4.5/5 (2,870+ reviews)

8. Freshworks – Good for multichannel marketing

Freshworks is a suite of customer service tools. And kind of like when you get the fancy suite at a hotel, this program includes a lot of extras. Except instead of a whirlpool bathtub and free champagne, the Freshworks suite includes features for IT, marketing, customer service, and sales. 🥂

There are tools for creating and tracking multichannel marketing campaigns, a ticketing system for delivering personalized customer support quickly, and a CRM for tracking your sales process. Plus, there’s Freddy, an AI-powered bot that can chat with customers to provide customer support or direct leads from your webpage to your sales team.

Freshworks best features

All-in-one software keeps your sales teams on the same page
Freddy AI Self Service, the built-in customer support chatbot, answers customer questions and provides support on your website
Freddy AI Copilot answers team members’ questions and helps them automate repetitive tasks through natural language processing; no coding skills required
Freddy AI Insights provides real-time customer data visualization

Freshworks limitations

Users feel that setup and customization can be difficult without help from a developer on your team
Several users report frequent glitches and error pages

Freshworks pricing

Free
Growth: $19 per user per month
Pro: $49 per user per month
Enterprise: $79 per user per month

Freshworks ratings and reviews

G2: 4.5/5 (7,325+ reviews)
Capterra: 4.5/5 (595+ reviews)

9. Salesforce Sales Cloud – Good for enterprise teams

The Salesforce CRM, or Sales Cloud, is built for automation. You can trigger automatic updates and outreach based on where potential customers are in the sales funnel.

While automation tools help streamline repetitive tasks, the bulk of Salesforce’s AI capabilities come from Einstein, an adorable virtual assistant. Salesforce’s Einstein even has crazy hair like his namesake scientist.

Einstein can research potential customers, analyze sales calls to offer valuable insights, and use predictive analytics to provide data-based sales forecasting.

Salesforce Sales Cloud best features

Generative AI technology helps sales teams write emails and transcribe sales calls
Conversation insights can identify customer objections and give sales reps suggestions for next steps
The AI-powered research assistant provides information about prospects and qualified leads right from your website
AI predictions help reps prioritize the most important deals and forecast sales

Salesforce Sales Cloud limitations

Learning this program can be difficult for first-time users, and your team may need training during the onboarding process
Storing large amounts of data in your Salesforce CRM Cloud can lead to additional charges

Salesforce Sales Cloud pricing

Starter: $25 per user per month
Professional: $80 per user per month
Enterprise: $165 per user per month
Unlimited: $330 per user per month
Unlimited+: $500 per user per month

Salesforce Sales Cloud ratings and reviews

G2: 4.3/5 (18,240+ reviews)
Capterra: 4.4/5 (17,825+ reviews)

10. itransition – Good for configuring Salesforce CRMs

If you’re looking for a bespoke experience, itransition helps you hone your CRM strategy and find the right combination of features for your organization. They’ll set up custom workflows for you, migrate your data, test your platform, train your team, and maintain the software, so you don’t have to lift a finger. 👆

With 10 years of experience creating CRM solutions, itransition can build you a custom solution or optimize your current CRM platform to fit your industry and processes—because a CRM for a manufacturing company differs from a CRM for a marketing agency. They specialize in configuring Salesforce CRMs, and if you choose this solution, you’ll have access to Salesforce’s AI tools.

itransition best features

Custom configuration gives you the exact CRM features you need
Included setup means you don’t need to worry about importing data or testing the system
Training ensures your team knows how to use the CRM and its AI tools
Ongoing assistance keeps your CRM up to date and helps users troubleshoot problems as they arise

itransition limitations

The out-of-the-box programs have limited customization options and can be more expensive over time because of ongoing licensing fees
The custom-built option has high upfront costs and requires a team of developers

itransition pricing

itransition ratings and reviews

G2: No reviews available
Capterra: No reviews available

Manage Customer Relationships with AI

There’s nothing artificial about the real-time insights you can get from AI tools for CRM. These platforms help sales reps determine when and how to follow up with customers. They can free up more of your team members’ time to focus on what really matters: creating meaningful customer interactions.

With ’s CRM and AI features, you can streamline your customer service and sales processes with automations, insights, reminders, and follow-up tasks. And you know the role play you do in sales training? AI is great at role-play. 🎭

It’s the first-ever role-based AI, programmed to help your team members use it for tasks related to their job immediately. Try it for free, and see how much more productive you can be.

Everything you need to stay organized and get work done.