What are the best AI CRM tools?

AI-powered CRM tools have revolutionized how businesses manage customer relationships, streamline workflows, and boost sales. These intelligent platforms leverage automation and data-driven insights to handle tasks like lead management personalized communication, and sales forecasting with precision. Whether it’s a small business or a large enterprise, choosing the right AI CRM can enhance productivity. In this article, we will explore some of the best AI CRM tools available and what they offer to transform our business operations.

What are the best AI CRM Tools?

Here is a list of some of the best AI CRM tools for Windows 11/10:

1. HubSpot CRM
2. Zendesk
3. ClickUp
4. Zoho
5. Pipedrive
6. Durable
7. Capsule CRM
8. Microsoft Dynamics 365

Let’s get to know more about these options.

1] HubSpot CRM

HubSpot is a comprehensive SaaS platform that unifies marketing, content, customer service, and sales under one cohesive system. It boasts vast features, including HubSpot AI tools that help automate repetitive tasks, generative AI for drafting content, and ChatSpot for real-time insights and customer reach.

Its features library also contains predictive sales forecasting for revenue tracking and conversation summaries that keep profiles up-to-date. While the mobile app is limited and customization may require effort, pricing options span from free usage to paid subscriptions. To know more about it or to use HubSpot CRM, we recommend you go to hubspot.com.

2] Zendesk

Zendesk AI, built on OpenAI’s GPT model, stands out as one of the best AI-powered CRM tools for elevating customer interactions. The platform assists with routine tasks, enabling support teams to focus on high-value interactions. Zendesk reporting tools offer valuable insights, tracking customer behavior and providing intent data to tailor service approaches.

Its integration with Zapier allows teams to automate repetitive workflows and a ChatGPT connection further provides support for 24/7 customer assistance. While the interface may feel less modern compared to some competitors, Zendesk’s robust functionality and specialized tools make it a top choice for those in the service industry. Pricing is flexible, with options ranging from entry-level plans to advanced suites that accommodate deviser teams’ needs. To access this service, you need to go to zendesk.com.

3] ClickUp

ClickUp known for its flexibility, is a powerful AI-driven CRM that offers a rapid setup with a customizable template. Its pre-designed AI prompts help teams immediately leverage AI tools, boosting productivity with tasks like drafting emails, summarizing customer interactions, and highlighting key actions.

While the platform offers extensive features, new users may experience a learning curve, and some mobile limitations exist. ClickUp’s free plan includes AI features available as a paid add-on, with other pricing plans: Unlimited and Business plan. To learn more about ClickUp CRM, you can go to help.clickup.com.

4] Zoho

Zoho is another leading AI-powered CRM tool featuring Zia, an AI assistant that automates lead delegation, ensuring efficient handling by matching leads with the best sales reps. It offers AI-driven predictions, advanced forecasting, and cross-selling insights by analyzing trends and sales patterns.

The platform also helps users identify the ideal times to engage clients based on their behavior. The services are affordable and have extensive features, making them ideal for data-driven businesses. However, its advanced tools may require a learning curve. Go to zoho.com to learn more about the prices.

Read: Best Free CRM Software for Windows

5] Pipedrive

If you are looking for a top-rated AI-powered CRM tool specifically for sale purposes, then check out Pipedrive. Its user-friendly interface and customizable pipelines help businesses align sales processes with customer journeys, offering clear insight from initial contact to final sale.

The Kanban-style layout provides an at-a-glance view of deal progress, aiding task prioritization. AI features identify opportunities, automate repetitive tasks, and enable customer segmentation for personalized outreach. It also features additional tools like revenue forecasting and tracking sales goals. While mobile accessibility is a plus, there are some setbacks such as the app’s interface could improve, and advanced customization is limited. Taking into account all this, we recommend you visit pipedrive.com.

6] Durable

Durable is an all-in-one solution to streamline operations, particularly recommended for small businesses. Apart from CRM, it includes tools like a website builder, invoicing features, and a virtual assistant. Its lead scoring form, when embedded on the website, automatically adds prospects to the CRM. Ai further organizes contacts, generates personalized communication, and even sends automated review requests to boost online visibility.

Durable AI assistant supports tasks like writing and research and email sync enables seamless follow-ups with potential clients. The pricing options are quite affordable, starting at $12 per month. Go to durable.co to get the service.

7] Capsule CRM

Powered by AI, Capsule CRM is a solid choice for businesses seeking streamlined sales management. Users benefit from features like project and task management social profile enrichment and tools for tracking opportunities and customer milestones.

The Kanban-style sales pipelines offer clear visualizations of real progress. There are various pricing plans, including a free plan. However, this plan restricts users to 250 contacts and 10 AI assists, with email generation as the primary AI feature. As mentioned earlier, it also offers affordable paid plans with a 14-day free trial. Navigate to capsulecrm.com to access it.

8] Microsoft Dynamics 365

A powerful AI-driven CRM, Microsoft Dynamics 365 seamlessly integrates customer relationship management and enterprise resource planning. Its AI provides actionable insights, automates tasks, and creates personalized experiences.

Some other notable features include Dynamics 365 sales, where Copilot supports sales teams by summarizing updates, drafting emails, and generating meeting reports using CRM data. Its customer service offers query resolution and virtual agents for efficient support. For marketers, this platform’s Customer Insights delivers audience segmentation and campaigns based on customer behavior. Additionally, its Supply Chain Management tool predicts and resolves disruptions, optimizing operations.

These were some of the best CRM AI tools that you can use.

Read: Best Free CRM Software for Windows

What are the three commonly used examples of AI in CRM?

Three commonly used examples of AI in Customer Relationship Management are chatbots, predictive analytics, and sentiment analysis. Chatbots provide instant support, predictive analysis for forecasting customer behavior, and sentiment analysis to assess customer emotions. These tools help businesses improve their engagement, tailor strategies, and enhance customer satisfaction, ultimately streamlining operations, and boosting the overall customer experience.

Read: List of best free Excel Add-ins you should be using

Is HubSpot CRM free?

Yes, HubSpot CRM offers a free version with essential features, including contact management, deal tracking, email tracking, live chat, and basic reporting. It allows businesses to get started with CRM without any cost, though more advanced features and additional tools are available through paid plans.

Also Read: Best AI tools for Productivity.