agency sales automation platform - AI tools

ClosingDealz is an AI-powered CRM platform designed specifically for agencies to streamline lead management, automate outreach, and close more deals efficiently. It offers tools for lead tracking, analytics, team collaboration, and integration with existing workflows.

• Freemium
• From 47$

AgencyAnalytics empowers marketing agencies with automated client reporting, customizable dashboards, and actionable AI-driven insights, streamlining agency operations and enhancing client satisfaction.

• Free Trial
• From 59$

Clientjoy streamlines agency operations with AI-powered tools for client management, sales automation, invoicing, and communication, all within a white-labeled portal. The platform enhances productivity and client experience from lead generation to payment collection.

• Paid
• From 49$

Commissionly is a no-code commission management software designed to automate commission calculations, reduce errors, and improve productivity for payment ISOs, insurance agencies, and various businesses.

• Contact for Pricing

NextAgency is an AI-powered insurance agency management platform designed specifically for life, health, and senior insurance agencies, offering CRM, marketing automation, and commission tracking tools in one affordable package.

• Freemium
• From 85$

Harry is an AI-powered marketing automation platform that eliminates manual campaign setup, enabling agencies to launch ads across multiple platforms in seconds instead of hours while reducing errors and operational costs.

• Freemium
• From 99$

AgentMethods empowers health and life insurance agents with automated marketing, modern insurance websites, and client engagement tools to boost sales, retention, and referrals.

• Contact for Pricing

CloseBot is an AI-powered appointment setting platform that automates lead qualification and booking for agencies and businesses, integrating with CRMs like HubSpot and HighLevel to deliver reliable, multilingual sales conversations.

• Freemium
• From 64$

Screendragon is an AI-powered platform that automates marketing and agency workflows, managing projects, resources, approvals, and profitability in one integrated solution.

• Contact for Pricing

Rex Software is an advanced real estate agency platform leveraging AI to automate CRM, streamline marketing, and enhance productivity for property professionals.

• Contact for Pricing

SharpSpring is a comprehensive platform that combines marketing automation, sales automation, and CRM into a single solution for agencies and businesses seeking to streamline workflows and grow revenue.

• Paid
• From 449$

Prosperflow is an AI-powered platform designed for marketers and agencies, offering comprehensive solutions including CRM, project management, marketing automation, and client portals to enhance rankings, increase web traffic, generate quality leads, and boost sales.

• Paid
• From 20$

Agency offers tools and expertise to assist teams in building, prototyping, and deploying reliable AI agents, supported by the AgentOps observability platform.

• Contact for Pricing

SalesDesk leverages AI to centralize CRM, automate workflows, and deliver actionable sales insights, empowering sales teams to collaborate and close deals efficiently.

• Freemium
• From 70$

Automation Agency India provides AI-powered solutions to automate sales, marketing, customer support, and operations, helping businesses reduce costs and increase revenue.

• Other

Spotlight.ai is an AI-powered platform that autonomously manages, reviews, and advances sales deals by analyzing conversations and emails, providing bottom-up qualification and complete pipeline predictability for enterprise sales teams.

• Paid
• From 30$

Apex27 is a cloud-based estate agent and letting agent CRM platform that streamlines sales, lettings, and property management with integrated AI-powered reporting, automation, and marketing tools.

• Free Trial
• From 42$

Retainia streamlines agency operations with integrated task management, invoicing, and a custom-branded client portal for enhanced productivity and client satisfaction.

• Paid
• From 7$

Oliv.ai is an AI-powered sales management platform that automates deal tracking, forecasting, and coaching for sales teams. It uses AI agents to analyze sales interactions and streamline workflows between managers and representatives.

• Freemium
• From 299$

Yess.io provides an AI sales assistant, Mia, that automates client research and meeting preparation, helping agencies win more sales calls and close deals faster.

• Paid
• From 59$

Debra is an AI-native CRM/AMS revolutionizing insurance agencies by automating tasks, streamlining sales and client management, and boosting overall productivity.

• Free Trial
• From 950$

Pegasus Systems provides comprehensive ERP and agency management software that streamlines operations through job management, financial tracking, time management, and workflow automation for creative agencies.

• Contact for Pricing

SmartMetrics provides AI-powered productivity tools and white-label services to help agencies save time, grow revenue, and deliver a fully branded client experience through an integrated platform.

• Freemium

TapClicks is an all-in-one AI-powered marketing platform that streamlines marketing data collection, automates reporting, and delivers actionable insights for smarter decisions. Designed for agencies, brands, and media companies, it simplifies workflow and empowers advanced campaign management.

• Contact for Pricing

Powered By Agency provides bespoke AI automation solutions, including chatbots and CRM integrations, to help service businesses scale efficiently.

• Contact for Pricing

Outbox Solutions provides custom-built AI Agents (Chat, Phone, Outreach) to automate business funnels, handling lead qualification, appointment setting, and outreach 24/7.

• Contact for Pricing

Dapta offers AI-powered solutions for automating sales, marketing, and operational workflows, including AI agents and content generation.

• Paid
• From 19$

Playbook AI is an advanced sales engagement platform that leverages artificial intelligence to automate, orchestrate, and optimize sales activities, boosting productivity and increasing win rates for businesses.

• Free Trial
• From 60$

Autron is an AI-powered Amazon advertising automation platform that optimizes PPC campaigns 24/7, offering commission-based pricing and eliminating traditional agency complexities.

• Freemium
• From 99$

SuperAGI is an AI platform that combines digital workers with human workflows to automate tasks, boost efficiency, and deliver scalable results across sales, marketing, and support.

• Freemium