CRM Platforms AI Tools

Flat-rate CRM that files contacts from calls and emails automatically and runs SMS and email campaigns from the same workspace.

CRM with AI search, call recording and natural-language workflow building baked into the data model.

AI assistant and agents built into HubSpot's CRM for support, prospecting, content and data, metered in HubSpot Credits

Relationship CRM for venture and private equity teams, built from email and calendar traffic

Branded client portals with onboarding forms, files and tasks for consultancies, accountants and law firms

AI-native CRM, built in San Francisco, that drafts pipeline and meeting prep from your calls, emails, and meetings.

AI-native CRM for venture capital firms that sources deals, enriches company data, and maps warm-intro paths.

AI features added to Streak's Gmail CRM — deal summaries, autofill, and Q&A — priced as monthly credits per plan.

Shared inbox and CRM for WhatsApp and Telegram teams, with tagging, broadcasts and auto-replies.

Telegram-first CRM that puts leads, pipelines and multi-account outreach on the same screen as the chat

Joins your sales calls on Meet or Teams, writes the summary, and moves the deal stage without manual data entry.

Open-source CRM you can self-host, with custom objects, a no-code workflow builder and a native MCP server