Publish date:

• 30th May, 2025

AI CRM tools combine technology with customer support. According to BuyerZone, over 91% of companies with 11 or more employees use CRM.

However, only 12% of users currently utilize AI in their CRM, despite 40% of buyers wanting CRM platforms to enhance productivity and help them achieve their goals (Source). Now is the perfect time to explore how AI tools for CRM can help your business grow.

Here is a list of the best AI CRM tools for various industry needs:

• Salesforce – provides brilliant insights with AI Einstein Copilot.

• Microsoft Dynamics 365 – great for marketers to gain customer insights.

• HubSpot – includes AI features for creating content.

• Zoho – best for assigning leads using Zia AI

• Pipedrive – offers sales activity recommendations through an AI assistant.

• Zendesk – features AI chatbots for improved customer interactions

• Freshworks – best for predicting contact scores

What Should You Look for in AI CRM Tools?

When choosing an AI CRM tool, keep these key points in mind:

1. Accurate data: Make sure the AI provides reliable reporting features, supports customer research, and automates sales reports.

2. Generative AI: Look for a tool that helps your team communicate flexibly with customers. This includes follow-ups, personalized outreach, and quick responses to questions.

3. Natural language processing: Use AI to create clear, jargon-free messages.

4. Accessibility: SeChooseser-friendly AI CRM tools that enable any team member to use them without requiring specialized training.

5. Integration capabilities: Ensure the CRM can easily connect with your current tools, such as email, social media, and other marketing automation systems.

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

What Are Commonly Used Examples of AI in CRM?

Examples of how artificial intelligence (AI) is used in customer relationship management (CRM) include lead scoring, personalized customer service, and sales forecasting. It means that with AI CRM tools, you can analyze how leads behave, solve problems using automated and customized methods, and predict trends through data analysis.

Top 20 AI CRM Tools

Here are our top 20 AI CRM tools, listed in no specific order. You can use these AI tools for CRM in various industries, including IT, business, and real estate.

Salesforce

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

Einstein Copilot is built into Salesforce applications to enhance the user experience and strengthen customer relationships.

Key features of Salesforce Einstein Copilot include:

• Data Integration: Einstein Copilot connects with Salesforce Data Cloud. It combines large amounts of structured and unstructured data from various systems, including Google Cloud, Amazon, and Snowflake, into Salesforce workflows.

• Customer Interaction: Einstein Copilot leverages data insights to personalize sales outreach and streamline customer service processes, ultimately enhancing efficiency and the overall customer experience.

• Innovative Insights: Einstein Copilot analyzes data to spot patterns and trends in the industry.

• Intelligent Recommendations: Utilize Einstein Copilot to inform decisions about identifying leads and opportunities and refining your sales strategy.

• Task Automation: It reduces manual tasks like follow-up emails, record updates, meeting scheduling, and report generation.

✅ Pros: Highly customizable, extensive integrations, powerful analytics

❌ Cons: Can be expensive

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

Do you want to set up Einstein Copilot or other Salesforce products? The Codleo team can help you pick and install the right solution. Our consultants are ready to guide you in choosing the best option for customer engagement or sales processes. Let’s talk about your Salesforce needs during a free consulting call.

Microsoft Dynamics 365

Microsoft Dynamics 365 is an all-in-one solution that helps businesses manage customer relationships (CRM) and their operations (ERP). It utilizes AI to provide valuable insights, automate tasks, and enhance customer interactions with personalized experiences.

The AI in Microsoft Dynamics 365 also helps solve problems across different channels and departments. It incorporates advanced technology into all its products.

• Dynamics 365 Sales: Copilot helps sales reps by summarizing updates on leads and opportunities. It also helps with writing email responses and creating meeting summaries. These summaries include CRM data that provides details on products and pricing.

• Dynamics 365 Customer Service: AI for Customer Service provides quick and helpful answers to questions through chat and email, whether you're using a computer or a mobile device. It also helps create virtual agents that can find information from company websites and internal knowledge sources.

• Dynamics 365 Customer Insights, when used in conjunction with Dynamics 365 Marketing, enables marketers to search for customers, segment audiences, and analyze behavior and demographic data. Marketers can create targeted email campaigns using these key insights.

• Dynamics 365 Supply Chain Management: AI checks external factors such as weather and financial conditions. It warns about any affected orders, including materials, inventory, carriers, and distribution networks.

Microsoft Copilot aims to enhance productivity and improve the user experience by leveraging AI across all Dynamics 365 products.

✅ Pros: Seamless integration with Microsoft products

❌ Cons: Steep learning curve

If you want to learn how the top two CRM providers use AI, read our quick comparison of Salesforce Einstein Copilot and Microsoft Copilot.

If you’re having trouble understanding Microsoft and Salesforce, our Salesforce experts can help. We provide guidance and support through 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'll assist you in automating your workflow.

HubSpot

HubSpot is an AI CRM tool for small to medium-sized businesses. It features a user-friendly design and offers powerful AI capabilities, including lead scoring that predicts which leads are most promising, as well as automating marketing campaigns.

In 2023, HubSpot introduced two new AI tools: Content Assistant and ChatSpot.ai.

Content Assistant helps marketing teams quickly create high-quality content. It can generate outlines for blog posts, suggest article titles, and write copy for landing pages and emails.

ChatSpot.ai, powered by OpenAI, allows you to create marketing plans, generate content, and analyze your website’s SEO.

You can now quickly finish any time-consuming manual tasks in HubSpot's AI CRM tool using this conversational feature.

• Write a personalized email draft for new leads in the technology sector.

• Create a line graph to show last quarter’s sales performance data.

• Prepare a summary report of new clients gained in the past month, sorted by industry.

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

❌ Cons: Limited advanced features in lower-tier plans

Zoho

Zoho is a customer relationship management (CRM) tool that utilizes artificial intelligence (AI). Its AI assistant, Zia, helps you with sales predictions, understanding customer feelings, and automating everyday tasks. Let’s explore what you can do with AI in Zoho.

• Lead Delegation: Zia assigns leads to the best sales representative by considering their availability and past performance with similar leads. This helps ensure quick handling and response times.

• AI-Powered Predictions: Zia evaluates the accuracy of predictions. This enables you to track data quality and make improvements over time.

• Advanced Forecasting: AI analyzes trends and patterns that shift with the seasons. It chooses the best model for your data.

• Cross-Selling Opportunities: Zia analyzes sales patterns to identify products or services that can be recommended to each customer. She also predicts the best times for customers to make repeat purchases.

• Optimal Contact Timing: Zia helps you find the best times to reach out to clients. She looks at when they open emails, answer calls, or visit your website.

✅ Pros: Affordable pricing, extensive integrations

❌ Cons: Steeper learning curve for advanced features

Pipedrive

Pipedrive is an AI tool designed to help sales teams manage their work and automate tasks. Its features, like Sales Assistant and Smart Contact Data, help teams stay organized and efficient.

The Sales Assistant provides recommendations and alerts based on your sales activities. It analyzes your actions in Pipedrive using machine learning and offers quick tips and actionable insights to enhance your workflow. The Sales Assistant supports you at every stage of the sales cycle, enabling you to make informed decisions based on data that lead to real results.

Smart Contact Data improves contact profiles by gathering useful information from the web. It pulls valuable details from a contact’s email address and public sources to provide essential insights. This information enables users to quickly determine if a lead aligns with their ideal customer profile, making it easier to identify which leads are most promising.

✅ Pros: User-friendly, sales-based

❌ Cons: Limited features for non-sales activities

Zendesk

Zendesk is a customer relationship management (CRM) tool that helps with customer service and support. It offers two levels of AI features to fit your business needs.

• Zendesk AI offers both standalone products and package plans. With Zendesk AI, you can utilize conversation bots for enhanced customer interactions, set up automatic replies, and leverage semantic search to find information more easily.

• Zendesk Advanced AI is an add-on that offers valuable features to enhance customer support. It provides automatic replies that help sort customer requests more effectively. The context panel gives you better insights into each issue. It also suggests macros to simplify administrative tasks, among other benefits.

✅ Pros: Easy to integrate with other tools

❌ Cons: Limited CRM functionalities

Freshworks

Freshworks is an AI CRM tool that helps improve sales and customer relationships. Its AI, called Freddy, provides several useful features.

• Freddy AI Lead Scoring: This feature ranks leads based on their likelihood of converting into sales. It helps sales teams prioritize their efforts by showing which leads are most promising based on various data points.

• Freddy Predictive Contact Scoring: This tool predicts which contacts are most likely to engage and convert. It utilizes advanced algorithms to analyze past interactions and behaviors, enabling sales teams to identify strong potential contacts and tailor their outreach strategies.

• Freddy Sales Forecasting: Freddy provides accurate sales forecasts by leveraging historical data and trends. It examines past sales and current trends to help businesses forecast future sales, enabling better planning and resource allocation.

• Freddy AI Self-Service: This is a built-in chatbot that answers customer questions and provides support on your website. It enhances the customer experience by providing instant assistance and alleviating the workload for support teams.

• Freddy AI Copilot: This feature answers team questions and automates repetitive tasks using natural language processing. Team members don't need coding skills to use it. This tool enhances productivity by automating routine tasks and providing prompt answers, enabling team members to concentrate on more critical work.

✅ Pros: Affordable paid plans

❌ Cons: Setting up can be difficult without help from a developer. Freshworks is an AI-powered CRM tool that offers numerous advanced features to enhance customer support and engagement.

Creatio

Creatio has introduced AI tools for customer relationship management (CRM). This platform offers a comprehensive suite of tools for automating sales, marketing, and customer service.

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.

Users can access Creatio Copilot, which provides ready-made AI tools and enables them to create and customize their tools using simple, no-code options. Copilot Studio is a space for designing and personalizing AI models and use cases using natural language descriptions.

Creatio Copilot works as a virtual assistant. It can find specific information, such as a customer's name or recent messages, and easily build custom apps. It can also create visualizations, charts, forecasts, and analyses whenever needed.

✅ Pros: Extensive integrations

❌ Cons: Higher cost for advanced features

ClickUp

Next on the list of AI CRM tools is ClickUp. ClickUp helps sales and marketing teams boost their productivity.

On January 30, 2024, ClickUp launched ClickUp Brain, a new AI feature that includes three products:

1. AI Knowledge Manager: This tool enables you to ask questions and receive quick answers from your Documents, tasks, and projects.

2. AI Project Manager: This helps you manage and automate your work, including progress reports, standups, and team updates.

3. AI Writer for Work: This tool enhances your writing with prompts tailored to your specific job needs.

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

✅ Pros: Versatile, integrates well with other tools

❌ Cons: Lengthy loading time

GlideCampaign

GlideCampaign is an AI CRM tool that helps businesses automate their sales processes.

Here are its key features:

• An Integrated Analytics Dashboard to keep all your sales data in one place.

• Automated Lead Scoring to prioritize leads using AI.

• AI-powered predictive Analytics to forecast sales trends and outcomes.

• Multi-channel communication to engage with customers on different platforms.

• Dynamic Customer Segmentation to target specific groups of customers.

• Sales Funnel Visualization to display sales pipelines.

• Customizable Workflow Automation for tailored workflows.

GlideCampaign helps businesses streamline their workflows and reduce 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 utilizes AI to deliver valuable insights into customer interactions. The AI tools analyze communication patterns and customer behavior. This helps salespeople understand their customers better and make informed decisions, allowing them to build stronger relationships.

✅ Pros: Integrates project management with CRM

❌ Cons: Lacks user-friendly features

Oracle

Oracle recently launched its AI features called Oracle AI for Customer Experience. This tool is designed to help marketers, sales teams, and service representatives.

For Marketing:

• Use machine learning to find leads and accounts that are most likely to engage and convert. This helps improve cooperation between sales and marketing.

• Increase marketing effectiveness with AI suggestions for next steps, content sharing, sales offers, and product recommendations.

• Create emails, follow-ups, and landing pages faster with generative AI, making your communications more personalized and engaging.

Sales:

• Identify which leads and contacts are most engaged, and tailor your subsequent communication accordingly.

• Use AI to help increase sales productivity by suggesting which contacts to add to opportunities, which additional products to sell, and which similar accounts to target.

• Automatically create success stories for sales opportunities that highlight the value, reliability, and effectiveness of your products.

Service:

• Utilize chatbots to address common customer questions, offer support, gather information, and resolve issues without requiring human intervention.

✅ Pros: Powerful predictive analytics

❌ Cons: Requires dedicated IT resources

SAP

SAP is an AI-powered customer relationship management (CRM) tool that aids in sales forecasting. It utilizes AI to provide 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

SAP has launched Business AI to help answer customer questions using reliable company data. This tool creates responses, case summaries, and other materials designed for customer service teams. It also assists sales teams by generating discovery questions, emails, and other content with specific prompts. With a single AI layer that uses data from all your SAP products, you can provide better and more efficient customer service.

✅ Pros: Comprehensive customer insights

❌ Cons: Complex customization

Durable

Durable is an AI-powered CRM tool that focuses on sustainability and managing customer relationships. It includes features like green analytics and eco-friendly practices to help businesses that care about the environment.

Benefits of Durable:

You can import your existing contacts and automatically create new contacts from submissions to your contact form.

• Sync your email directly with Durable so you can compose and send emails within the app.

• Utilize AI to compose emails efficiently, accelerating client communication by up to 20 times.

• AI-generated messages are unique and personalized, using details from previous client interactions.

• Manage all your client communications in one app, which boosts productivity and organization.

✅ Pros: Tailored customer engagement

❌ Cons: Smaller user base may limit integrations

C3 CRM

C3 CRM is an AI CRM tool designed for businesses with complex customer relationship needs, like telecommunications, utilities, and healthcare.

C3.ai features include:

• Accurate predictions of your sales revenue, whether for the whole company or broken down by territories, products, accounts, and more.

• Timely alerts about potential issues that could affect your sales opportunities.

• Tools to analyze and visualize key areas of your sales pipelines.

• Updates about your customers.

✅ Pros: Industry-specific solutions

❌ Cons: Specialized industry knowledge required for implementation

Monday.com

Monday.com is a flexible work operating system that includes AI tools for managing projects and clients.

Monday AI Automation enables users to manage tasks by setting up custom actions that execute automatically when specific conditions are met. This reduces repetitive work, maintains consistency, and allows teams to focus on more critical tasks.

✅ Pros: User-friendly interface

❌ Cons: Automation features need enhancement

Capsule CRM

Capsule is a simple AI CRM tool designed for small businesses and freelancers. It focuses on easy contact management.

Capsule’s AI Content Assistant helps you with writing. Whether you need to send an email on time, prepare follow-ups for clients, or adjust an upcoming campaign, this advanced tool is here to help.

✅ Pros: Affordable pricing

❌ Cons: Basic reporting capabilities

Itransition

If you need a custom CRM solution, Itransition can help. With ten years of experience, Itransition can create a CRM that meets your specific needs or enhances your current system to better align with your industry and processes.

Best Itransition AI CRM tools:

• Custom Setup: Customize your CRM to include only the features you need.

• Easy Installation: Skip the trouble of moving data and testing the system.

• Training for Your Team: Ensure your team is familiar with using the CRM and its AI tools.

• Ongoing Help: Keep your CRM up to date and seek support for any issues that arise.

✅ Pros: Comprehensive AI features

❌ Cons: May require training to utilize all features effectively

ActiveCampaign

ActiveCampaign utilizes advanced AI tools for customer relationship management (CRM) to enhance interactions across email, SMS, and other channels.

This CRM helps businesses automate and personalize their marketing strategies. It ensures messages are sent at the right time and are tailored to individual needs. By pinpointing promising leads and providing customized communication, ActiveCampaign effectively increases engagement and boosts conversion rates.

✅ Pros: Precise and detailed segmentation

❌ Cons: Lacks user-friendly features

Final Words

Choosing the right CRM is crucial for your business's success. Take your time to review different options and understand what each solution has to offer.

To help you, we analyzed the features of 10 advanced CRMs. Codleo has researched for you, saving you time and effort. Our guide demonstrates how each CRM utilizes AI to streamline tasks and enhance operations.

If you're unsure which CRM is best for you, please contact the Codleo team. Our experienced CRM consultants are here to help you with everything from setup and migration to ongoing support.