Top 20 AI CRM Tools for Smarter Customer Management in 2024

AI CRM tools is a perfect combination of technology and customer support. According to BuyerZone, more than 91% of companies with 11 and more employees use CRM.

Only 12% of users use AI in their CRM, even though 40% of buyers want CRM platforms to boost productivity and meet their goals (Source). There is no time like now to discover how AI tools for CRM can drive your business forward.

We compiled a list of the best AI CRM tools for different needs in the industry:

1. Salesforce – offers smart insights with AI Einstein Copilot
2. Microsoft Dynamics 365 – best for marketer to drive customer insights
3. HubSpot – offers AI features for content creation
4. Zoho – best for lead delegation with Zia AI
5. Pipedrive – offers recommendations on sales activity via an AI assistant
6. Zendesk – AI conversation bots for better customer interaction
7. Freshworks – best for predictive contact scoring

What Should You Look for in AI CRM Tools?

When choosing an AI CRM tool there are a few things to keep in mind:

• Accurate data: Ensure that integrated AI offers reporting features, boosts customer research, and automated sales reports.
• Generative AI: Invest in an AI CRM tool that helps your team be flexible with customer communication, such as follow-ups, personalized outreach, and real-time responses to inquiries.
• Natural language processing: Build proper and jargon-free communication with AI.
• Accessibility: AI CRM tools must be user friendly, so that any team member can navigate them extensively without prior training.
• Integration capabilities: Ensure the CRM can integrate seamlessly with your existing tools and platforms, such as email, social media, and other marketing automation tools.

By focusing on these features, you can choose AI CRM tools that meet your business needs.

What Are Commonly Used Examples of AI in CRM?

Common Artificial intelligence in CRM examples include lead scoring, tailored customer service, and sales forecasting. Meaning with AI CRM tools you can analyze leads’ behavior, fix issues with automated and personalized approach, and use predictive analytics to be aware of the upcoming trends.

Top 20 AI CRM Tools

Here’s our top 20 AI CRM tools listed in no specific order. The mentioned AI tools for CRM can be used in various industries from IT and business to real estate.

Salesforce

Salesforce is a leading AI CRM tool known for its powerful customization and scalability. On February 27, 2024, Salesforce announced the public beta release of Einstein Copilot.

Einstein Copilot is embedded across Salesforce applications to enhance user experience and strengthen customer relationships.

Key features of Salesforce Einstein Copilot:

• Data Integration: Einstein Copilot integrates with Salesforce Data Cloud to synchronize extensive structured and unstructured data from various external systems (Google Cloud, Amazon, Snowflake) into Salesforce workflows.
• Customer Interaction: Einstein Copilot uses data-driven insights to personalize sales outreach and streamline customer service processes, improving efficiency and enhancing the overall customer experience.
• Smart Insights: With the help of AI Einstein Copilot analyzes data to identify patterns and industry trends.
• Intelligent Recommendations: Use Einstein Copilot to make informed decisions for finding potential leads, opportunities, and for optimizing your sales strategy.
• Task Automation: Cut down on manual work, such as follow-up emails, updating records, scheduling meetings, and generating reports.

Salesforce Einstein Copilot

✅ Pros: Highly customizable, extensive integrations, powerful analytics

❌ Cons: Can be expensive

With Einstein Copilot Salesforce becomes a versatile AI CRM tool. You can streamline sales, upgrade financial services, assist merchants, and more.

Interested in setting up Einstein Copilot or other Salesforce products? The Ascendix team can help you with selection and installation. Our consultants are ready to advise on the best solution for your needs, be it customer engagement or sales processes. Let’s discuss your Salesforce needs during a free consulting call.

Microsoft Dynamics 365

Microsoft Dynamics 365 is a comprehensive AI CRM tool that combines CRM and ERP capabilities. It uses AI to provide actionable insights, automate processes, and enhance customer engagement through personalized experiences.

Microsoft Dynamics 365 AI enhances troubleshooting across multiple channels and departments. It integrates innovative technology across its suite of products:

• Dynamics 365 Sales: Copilot assists sales reps by summarizing updates on leads and opportunities, crafting email responses, and generating meeting summaries. These summaries include CRM data to provide details on products and pricing.
• Dynamics 365 Customer Service: AI for Customer Service delivers contextual responses to queries via chat and email on desktop and mobile. Copilot also enables the creation of virtual agents to retrieve information from company websites and internal knowledge bases.
• Dynamics 365 Customer Insights: Paired with Dynamics 365 Marketing, Copilot offers deep customer searches, audience segmentation, and analysis of behavior and demographic data. Marketers can create targeted email campaigns based on key insights.
• Dynamics 365 Supply Chain Management: AI identifies external factors like weather and financials, alerting any impacted orders across materials, inventory, carriers, and distribution networks.

Microsoft Copilot’s objective is to boost productivity and user experience by leveraging AI across all Dynamics 365 products.

Dynamics 365 Customer Insights | Source: Dynamics 365

✅ Pros: Seamless integration with Microsoft products

❌ Cons: Steep learning curve

If you want to learn about how the top two CRM providers use AI in their strategies, check out our brief comparison of Salesforce Einstein Copilot VS Microsoft Copilot.

Having trouble with understanding Microsoft and Salesforce ecosystems? The Ascendix CRM experts can provide necessary guidance and support. We cover the following steps:

• Conduct a thorough business analysis of your niche
• Centralize sales processes and customer data within Salesforce or Dynamics 365
• Help clean and improve datasets
• Set up CRM analytics

Contact us and we will help you with workflow automation.

HubSpot

HubSpot is an AI CRM tool designed for small to medium-sized businesses, offering an easy-to-use interface and powerful AI features like lead scoring, predictive lead analysis, and automated marketing campaigns.

Back in 2023, HubSpot launched two tools powered by AI —content assistant and ChatSpot.ai.

Content assistant is focused on helping marketing teams create quality content swiftly. The AI-powered content assistant can generate blog post outlines, suggesting fitting article titles, produce copy for landing pages and emails.

ChatSpot.ai, powered by OpenAI, is a tool with the help of which you can build a marketing plan, generate content, and even analyze your website’s SEO.

Hubspot Chatspot.ai

Now, you can quickly complete any time-consuming manual tasks in HubSpot AI CRM tool with this conversational tool:

• Generate a personalized email draft for new leads in the technology sector.
• Visualize last quarter’s sales performance data in a line graph.
• Compile a summary report of new clients acquired in the past month, categorized by industry.

✅ Pros: User-friendly, strong inbound marketing tools, free basic version

❌ Cons: Limited advanced features in lower-tier plans

 Zoho

Zoho is an AI CRM tool that offers different features for customer relationship management. Zoho’s AI assistant, Zia, helps with predictive sales analytics, sentiment analysis, and automation of routine tasks.

Let’s see what you can do with AI in Zoho:

• Lead Delegation: Zia distributes leads to the best sales rep by considering their availability and past performance with similar leads, ensuring optimal handling and response times.
• AI-Powered Predictions: Zia evaluates the accuracy of predictions, allowing you to monitor and improve data quality over time.
• Advanced Forecasting: AI analyzes trends and seasonal patterns, selecting the most suitable model for your data.
• Cross-Selling Opportunities: By examining sales patterns, Zia identifies products or services to cross-sell to each customer and predicts the best times for repeat purchases.
• Optimal Contact Timing: Zia suggests the best times to contact clients based on their habits of opening emails, answering calls, or visiting your website.

✅ Pros: Affordable pricing, extensive integrations

❌ Cons: Steeper learning curve for advanced features

Zoho Zia

Pipedrive

Pipedrive is an AI CRM tool designed for sales teams, focusing on management and automation. Since it’s all about sales, Pipedrive AI features, such as Sales Assistant and Smart Contact Data, help sales teams stay organized and efficient.

Sales Assistant provides recommendations and alerts based on sales activity, helping teams stay on track. By analyzing your activities in Pipedrive (through machine learning), it provides quick tips and valuable data to streamline your workflow. Sales assistant supports you through every stage of the sales cycle, empowering you to make informed, data-driven decisions that lead to real results.

Smart Contact Data automatically enriches contact profiles with relevant information from the web, enhancing lead quality. By instantly pulling valuable details from a contact’s email address and public data, it provides users with crucial insights. This enriched information helps users quickly qualify leads against an ideal customer persona, determining whether a lead is highly promising or not.

✅ Pros: User-friendly, sales-based

❌ Cons: Limited features for non-sales activities

Zendesk

Zendesk is an AI CRM tool known for its customer service and support capabilities. Zendesk offers two levels of AI functionality to meet your business needs:

• Zendesk AI: comes with standalone products and in suite plans. With Zendesk AI you get access to conversation bots for better customer interaction, set up autoreplies, and can use semantic search.
• Zendesk Advanced AI is available as an add-on, offering enhanced capabilities across several key areas. It includes autoreplies with intelligent triage to improve customer support efficiency, context panel for deeper insights, macro suggestions for streamlined administrative operations, and many more.

✅ Pros: Easy to integrate with other tools

❌ Cons: Limited CRM functionalities

Zendesk CRM

Freshworks

Freshworks is another AI CRM tool that offers a range of features to enhance sales and customer relationship management. Its AI, Freddy, assists with lead scoring, predictive contact scoring, and sales forecasting.

• Freddy AI Lead Scoring: Ranks leads based on their likelihood to convert, helping sales teams prioritize effectively. By analyzing various data points, Freddy AI provides insights into which leads are most promising, allowing sales teams to focus their efforts where they are most likely to succeed.
• Freddy Predictive Contact Scoring: Predicts which contacts are most likely to engage and convert. This feature uses advanced algorithms to analyze past interactions and behaviors, helping sales teams identify high-potential contacts and tailor their outreach strategies accordingly.
• Freddy Sales Forecasting: Provides accurate sales forecasts based on historical data and trends. By analyzing past sales data and current trends, Freddy AI helps businesses predict future sales performance, enabling better planning and resource allocation.
• Freddy AI Self Service: The built-in customer support chatbot answers customer questions and provides support on your website. This feature enhances customer experience by offering instant assistance and reducing the workload on support teams.
• Freddy AI Copilot: Answers team members’ questions and helps them automate repetitive tasks through natural language processing, with no coding skills required. This tool boosts productivity by handling routine tasks and providing quick answers, freeing up team members to focus on more strategic activities.

✅ Pros: Affordable paid plans

❌ Cons: Setup can be challenging without developer assistance

Freshworks, as an AI CRM tool, offers many advanced features for more personalized customer support.

Creatio

Next to introduce its AI tools for CRM is Creatio. This platform offers a comprehensive suite for sales, marketing, and service automation.

Creatio offers powerful AI features to enhance your business processes:

• AI and machine learning models for data analysis and marketing forecasts;
• Task automation across marketing channels;
• No-code solutions.

Additionally, users get access to Creatio Copilot. Copilot offers out-of-the-box AI scenarios and allows users to create and customize new ones through simple no-code interfaces. Copilot Studio is a workspace for creating and customizing AI models and use cases using natural language descriptions.

Creatio Copilot

Creatio Copilot acts as a virtual assistant. It can retrieve specific information, such as a customer’s name or recent correspondence, and easily build custom apps. Additionally, it can generate visualizations, charts, projections, and analyses on demand.

✅ Pros: Extensive integrations

❌ Cons: Higher cost for advanced features

ClickUp

Next on the list of AI CRM tools is ClickUp. ClickUp is known as a productivity booster for sales and marketing teams as well.

On January 30, 2024, ClickUp introduced ClickUp Brain — the next generation of ClickUp AI. ClickUp Brain consists of three game-changing products:

• AI Knowledge Manager: A space where you can ask questions and get detailed answers from your Docs, tasks, and projects instantly.
• AI Project Manager: Helps to seamlessly manage and automate your work, including progress reports, standups, and team updates.
• AI Writer for Work: Elevates your writing with prompts tailored to your specific job needs, making your content shine.

ClickUp Brain pulls insights from all your workspaces, including tasks, Docs, and Dashboards.

✅ Pros: Versatile, integrates well with other tools

❌ Cons: Lengthy loading time

 GlideCampaign

Moving on to another AI CRM tool — GlideCampaign. This CRM is designed to automate sales processes for businesses.

Key features include:

• Integrated Analytics Dashboard for keeping all your sales data in one place.
• Automated Lead Scoring helps prioritize leads with AI-driven scoring.
• AI-Powered Predictive Analytics are for forecasting sales trends and outcomes.
• Multi-Channel Communication helps to engage with customers across various platforms.
• Dynamic Customer Segmentation is for targeting groups of customers.
• Sales Funnel Visualization helps visualize sales pipelines.
• Customizable Workflow Automation is for tailored workflows.

GlideCampaign AI CRM tools help businesses streamline workflows and eliminate manual tasks.

✅ Pros: Strong email marketing features

❌ Cons: Steep learning curve

Insightly

Insightly AI CRM tool brings relationship intelligence and automation to sales teams. It presents the following key features:

• Contact and Lead Management
• Project and Task Management
• Workflow Automation
• Email Tracking
• Customizable Dashboards
• Integration with Popular Apps
• Reporting and Analytics

Insightly CRM uses AI to deliver deep insights into customer interactions. The AI CRM tools examine communication patterns and customer behavior, helping salespeople understand their customers better and make informed, data-driven decisions to build stronger relationships.

✅ Pros: Integrates project management with CRM

❌ Cons: Lacks user-friendly features

Insightly CRM

Oracle

Recently Oracle introduced its AI capabilities — Oracle AI for Customer Experience. This AI CRM tool is focused on helping marketers, sales and service representatives.

Marketing:

• Use machine learning to identify leads and accounts most likely to engage and convert, improving sales and marketing alignment.
• Boost marketing effectiveness with AI-driven suggestions for next actions, content sharing, sales offers, and product recommendations.
• Speed up the creation of emails, follow-ups, and landing pages with generative AI, making communications more personalized and engaging.

Sales:

• Determine which leads and contacts are most engaged and tailor your next communication or engagement accordingly.
• Enhance sales productivity with AI-generated suggestions for adding contacts to opportunities, selling additional products, and targeting look-alike accounts.
• Automatically create win stories for sales opportunities, showcasing the value, reliability, and effectiveness of your product offerings.

Service:

• Use AI-powered conversational bots to handle common customer inquiries, provide support, answer questions, capture details, and resolve issues without human interaction.

✅ Pros: Powerful predictive analytics

❌ Cons: Requires dedicated IT resources

SAP

SAP is yet another AI CRM tool that provides advanced analytics for sales forecasting. The AI algorithms offer real-time insights into customer behavior and preferences.

Key features include:

• Sales Analytics and Reporting
• Lead and Opportunity Management: Effectively manage leads and opportunities to close more deals.
• Quotation and Proposal Generation
• AI-Powered Sales Insights
• Integration with SAP Business Suite
• Mobile Sales Applications
• Collaborative Selling Tools

Additionally, SAP introduced Business AI to proactively identify and answer customer questions using trusted company data. This tool generates responses, case overviews, and more with prompts tailored for customer service teams. It also helps sales teams by creating discovery questions, emails, and other content with specialized prompts. With a single generative AI layer powered by data from across all your SAP products, you can serve customers better and more efficiently.

✅ Pros: Comprehensive customer insights

❌ Cons: Complex customization

Durable

AI CRM tool Durable is focused on sustainability and customer relationship management. It offers features such as green analytics, sustainable customer engagement, and eco-friendly business practices to support environmentally conscious businesses.

Durable AI CRM tool benefits:

• Import existing contacts and automatically create new ones from your contact form submissions.
• Sync your email directly with your CRM to compose and send emails within the Durable app.
• Use AI to compose emails quickly, improving the speed of client communication by up to 20 times.
• AI-generated messages are unique and tailored, utilizing details from past client communications for personalized interactions.
• Manage all your client communications and interactions from one centralized app, enhancing productivity and organization.

✅ Pros: Tailored customer engagement

❌ Cons: Smaller user base may limit integrations

C3 CRM

C3 CRM is an advanced AI CRM tool designed for industries with complex customer relationship management needs, such as telecommunications, utilities, and healthcare.

C3.ai features:

• Helps predict your sales revenue accurately, whether company-wide or segmented by territories, products, accounts, and more.
• Keeps you informed of potential issues with timely alerts about emerging risks and factors affecting your sales opportunities.
• Helps to analyze and visualize key areas of your sales pipelines.
• Provides updates regarding customers.

✅ Pros: Industry-specific solutions

❌ Cons: Specialized industry knowledge required for implementation

C3 CRM

Monday.com

Monday.com is a versatile work operating system that includes AI CRM tools to streamline project and client management.

Monday AI Automations is a smart way to utilize technology and manage tasks.

Monday AI Automations lets users set up custom tasks that automatically happen when certain conditions are met. This helps cut down on repetitive work, keeps things consistent, and frees up teams to concentrate on more important tasks.

✅ Pros: User-friendly interface

❌ Cons: Automation features need enhancement

Capsule CRM

Capsule is a straightforward AI CRM tool designed for small businesses and freelancers, focusing on simplicity and effective contact management.

Capsule’s AI Content Assistant helps with writing. Either you need to timely deliver an email, or prepare follow-ups to your clients, re-edit or tweak an upcoming campaign, the advanced tool is at your service.

✅ Pros: Affordable pricing

❌ Cons: Basic reporting capabilities

Capsule CRM AI Content Assistant

Itransition

If you’re looking for tailored CRM experience, Itransition is the partner you need. With a decade of experience, Itransition can build a custom CRM for your unique needs or optimize your current platform to fit your industry and processes.

Best Itransition AI CRM tools:

• Custom Configuration: Tailor your CRM with the exact features you need.
• Comprehensive Setup: Forget about the hassles of data import and system testing.
• Expert Training: Ensure your team is proficient with the CRM and its AI tools.
• Ongoing Support: Keep your CRM up to date and get help with any issues that arise.

✅ Pros: Comprehensive AI features

❌ Cons: May require training to utilize all features effectively

ActiveCampaign

ActiveCampaign utilizes advanced AI tools for CRM to elevate customer interactions across email, SMS, and other channels.

This CRM helps businesses automate and customize their marketing strategies, ensuring messages are timely and personalized. By identifying promising leads and delivering tailored communications, ActiveCampaign effectively boosts engagement and enhances conversion rates.

✅ Pros: Precise and detailed segmentation

❌ Cons: Lacks user friendly features

Final Words

Your business success relies heavily on selecting the right CRM. This process demands a methodical approach, investing time to evaluate various options and carefully discerning the unique qualities of each solution.

To aid you in this endeavor, we thoroughly analyzed the functionalities of 20 advanced CRMs. Ascendix has done the legwork, allowing you to save valuable time. With the help of our guide, you can discover how each CRM harnesses AI to streamline manual tasks and optimize operations.

If you’re uncertain about which CRM suits your needs best, don’t hesitate to reach out to the Ascendix team. Our seasoned CRM consultants are ready to assist you at every stage—from implementation and migration to ongoing optimization.