AI CRM for financial advisors - AI tools

Wealthbox CRM is an AI-powered customer relationship management platform designed specifically for financial advisors, offering contact management, workflow automation, and AI-driven note-taking capabilities to streamline client collaboration and business growth.

• Freemium
• From 59$

Learners.ai provides advanced CRM solutions, focusing on seamless integration, optimization, and automation to enhance business efficiency and growth across various industries.

• Contact for Pricing

Table AI is an AI-powered personal CRM designed to help users effortlessly manage and grow their professional and personal networks.

• Contact for Pricing

Pipeline CRM delivers a cloud-based, easy-to-use sales CRM platform featuring AI email assistance, advanced automation, and contract management tools to streamline sales processes and boost team productivity.

• Paid
• From 29$

CRMOne is an AI-powered CRM platform designed for startups and growing businesses, offering tools to streamline sales, marketing, and customer support processes.

• Freemium
• From 149$

Ennube.ai provides turnkey AI agents designed to automate tasks, analyze customer data, and optimize CRM processes, helping businesses streamline operations and enhance relationships.

• Free Trial
• From 199$

Jump is an AI meeting assistant specifically designed for wealth advisors. It automates note-taking, task creation, and compliance record generation from client conversations, integrating deeply with advisor CRMs.

• Free Trial
• From 75$

Residieons CRM is an AI-powered customer relationship management software tailored for real estate professionals, offering automated lead management, property tracking, analytics, and streamlined business workflows.

• Paid
• From 37$

Hints is an AI-powered CRM tool that automates data entry, finds duplicates, suggests actions, and provides sales data access through chat and voice commands.

• Usage Based
• From 10$

LeadHeed is an all-in-one CRM software designed to help businesses manage customer relationships, automate workflows, and boost productivity with advanced AI-powered capabilities.

• Freemium
• From 15$

Klipy is an AI-powered CRM platform designed to automate sales tasks and improve team efficiency. It offers contact and deal flow management, along with AI assistants.

• Freemium
• From 30$

Maple CRM is an AI-powered customer relationship management platform that integrates sales, operations, and field service management into a single solution for small and medium businesses.

• 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$

Outpost CRM is an AI-powered customer relationship management platform specifically designed for real estate agents, helping them close more deals, automate workflows, and build stronger client relationships.

• Freemium
• From 29$

Finta is an AI-powered CRM and deal management platform designed to streamline fundraising and relationship building for entrepreneurs, fund managers, and private market allocators.

• Freemium
• From 99$

Amwork is an advanced CRM and business management platform offering AI-driven automation, real-time analytics, and seamless team collaboration for sales, project, inventory, hiring, and more.

• Pay Once

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$

Klipy is a zero-admin sales CRM designed for service businesses, automating data entry, follow-ups, and client context management.

• Paid
• From 49$

AutoRaptor is a specialized automotive CRM platform designed to streamline sales, manage leads, and optimize customer communications for car dealerships, featuring an AI sales assistant and mobile capabilities.

• Contact for Pricing

Raynet CRM is an AI-powered customer relationship management platform that centralizes sales data, automates administrative tasks, and provides complete visibility over sales processes for businesses of all sizes.

• Freemium
• From 19$

SugarCRM is an AI-powered customer relationship management platform that provides sales automation, marketing automation, and customer service solutions with built-in intelligence for improved business productivity and customer insights.

• Paid
• From 19$

CogniCor provides an AI Copilot for financial advisors, broker-dealers, and RIAs, automating tasks like form filling, scheduling, and alert management to enhance productivity and client relationships.

• Contact for Pricing

hafooz is an AI-powered CRM platform designed to streamline sales and customer support processes with automation, conversational AI, and integrated lead management for growth-focused businesses.

• Freemium
• From 7$

Briefly uses AI to transform your meetings into actionable summaries, insights, and follow-ups. It offers automatic transcriptions, AI-powered summaries, and seamless CRM integration.

• Freemium
• From 15$

AppEQ InboxCRM seamlessly integrates with Gmail to help Customer Success, Account Management, and Revenue Operations teams manage conversations, track customer health, and automate follow-ups using AI-powered features—all within their inbox.

• Freemium
• From 15$

AGENT AI is a comprehensive AI chatbot solution that provides 24/7 customer engagement, lead qualification, and automated appointment booking for businesses across multiple industries.

• Paid
• From 799$

Pipeliner CRM leverages advanced AI technology to streamline sales processes, automate workflows, and enhance productivity for mid-sized to enterprise organizations. Its intuitive interface and comprehensive features facilitate efficient sales management, robust reporting, and seamless integration.

• Paid
• From 75$

FinKoper is an AI-powered CRM platform designed for accounting firms, offering task management, client communication, tax calendar automation, and integrations with messengers like WhatsApp and Telegram to streamline operations.

• Freemium
• From 5$

HiWork is an AI-powered personal CRM that helps individuals and small businesses manage contacts, projects, tasks, notes, and email conversations in one place.

• Free Trial
• From 12$

Tapdesk is an AI-powered CRM designed to find relevant leads, organize sales pipelines, and improve closing ratios. It leverages machine learning to streamline the sales process and enhance productivity.

• Contact for Pricing