CRM workflow automation tool - AI tools

Ergo automates CRM updates, follow-ups, and opportunity revival, helping sales teams streamline workflows, save time, and close deals faster.
- Contact for Pricing

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$

Salesflare is a simple yet powerful CRM designed for small and medium-sized B2B businesses, automating data entry and enhancing sales team collaboration.
- Free Trial
- From 35$

Salesmate is a modern, flexible CRM platform that combines AI-powered automation with customizable features for sales teams, offering built-in calling, email automation, and comprehensive customer management capabilities.
- Freemium
- From 23$

Financial Cents is an accounting practice management software designed to help firms track client work, automate processes, manage communication, and meet deadlines efficiently.
- Paid
- From 69$

Close is a CRM designed for speed and ease of use, offering sales automation and communication tools to help small businesses and startups close more deals.
- Paid
- From 19$

Simbla is an AI-powered no-code CRM platform that creates customized customer relationship management solutions within minutes. It enables non-technical users to build and manage comprehensive business systems including CRM, websites, and customer portals.
- Free Trial
- From 59$

Robot of Business provides custom workflow automation solutions to enhance productivity and drive revenue growth. Automate recurring digital processes and streamline your business operations.
- Contact for Pricing

Zixflow is an all-in-one AI-powered platform that enables businesses to manage customer relationships, marketing campaigns, and automated communications across WhatsApp, RCS, SMS, and email channels.
- Freemium
- From 39$

Corefactors offers an all-in-one RevOps CRM platform designed to manage the entire customer lifecycle, integrating sales, marketing, support, and success operations to drive revenue growth.
- Freemium
- From 9$

Apex offers marketing automation specifically for Webflow users, facilitating the creation of email journeys like welcome series and post-purchase engagement to nurture subscribers and enhance customer relationships.
- Free

Flowtrics is an AI-powered platform designed to automate data, tasks, contracts, and document workflows, enhancing business process efficiency.
- Contact for Pricing

Univw provides a robust sales CRM platform designed to enhance business efficiency and drive growth for start-ups and small businesses.
- Contact for Pricing
- API

Manifestly is a comprehensive workflow management platform that helps teams organize, automate, and track recurring tasks with powerful features like conditional logic, role-based assignments, and integration capabilities.
- Freemium
- From 7$

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$

Cflow is an AI-powered no-code workflow automation platform that helps businesses streamline their operations across departments with drag-and-drop functionality, API integrations, and enterprise-class features.
- Free Trial

Klipy is a zero-admin sales CRM designed for service businesses, automating data entry, follow-ups, and client context management.
- Paid
- From 49$

Osher is a business process automation consultancy that specializes in implementing AI-driven solutions, custom automation workflows, and system integrations to improve business efficiency and productivity.
- Contact for Pricing

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$

NinjaPipe is an AI-powered CRM and sales automation platform designed to streamline business operations. It helps businesses manage leads, automate workflows, and track sales performance.
- Paid
- From 49$

Pipedrive is an AI-powered CRM platform that helps businesses track sales pipelines, optimize leads, and automate sales processes, designed specifically for small to medium-sized businesses to improve their sales performance.
- Paid
- From 24$

Simbla is an AI-powered, no-code CRM platform that generates tailored CRM systems based on user-defined business needs, streamlining operations and enhancing customer relationships.
- Free Trial
- From 59$

Datamorf is an AI-powered workflow automation platform designed to streamline data pipelines and automate tasks like data extraction, processing, enrichment, and activation without coding.
- Freemium
- From 9$

CustomerIQ is an AI-powered platform that automates CRM data entry, meeting notes, and administrative tasks while providing actionable insights to streamline sales cycles and customer relationships.
- Freemium
- From 65$

Peso simplifies building custom CRMs, agent interfaces, customer portals, and other business applications. Create tailored business tools in minutes.
- Contact for Pricing

DryMerge is an AI-powered automation platform that connects to business apps and automates repetitive tasks using plain English instructions, requiring no coding skills.
- Freemium
- From 25$

Datalyse offers a cloud-based CRM platform designed for small businesses and sales teams, unifying communications like calls, WhatsApp, email, and SMS, alongside sales pipeline management and workflow automation to improve productivity.
- Paid
- From 12$

Truva AI is an intelligent sales automation platform that transforms sales activities into actionable insights, handling CRM updates, follow-ups, and analytics automatically.
- Freemium
- From 30$

folk CRM automates busy work, allowing service businesses to focus on growth. It integrates with various platforms, providing a centralized hub for leads and deals.
- Free Trial
- From 25$

Trumpia is an automated texting and SMS marketing platform featuring AI-powered messaging, workflow automation, and smart targeting for enhanced customer and employee engagement.
- Contact for Pricing
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