Tools tagged with "CRM"

RocketPhone delivers an AI-powered phone system for Salesforce with real-time call transcription, automation, and CRM updates to cut admin work and boost sales and service team performance.

Unique AI is an enterprise AI platform built for financial institutions. Deploy secure AI agents, govern LLM usage, integrate via MCP Hub, and scale AI with compliance to FINMA and EU AI Act.

Journey consolidates your pitch deck, case studies, and follow-up docs into a single branded page. Buyers forward it to decision-makers, you track engagement and close faster.

Fluint is an AI-powered sales enablement platform that uses assistant Olli to automate business cases, multithreading, and deal analysis, helping enterprise sales teams cut 38 days from sales cycles and boost win rates 5x.

SUPERFLUID LABS offers credit risk scoring, business intelligence, churn analysis, precision marketing, and automated machine learning model development to help enterprises achieve profitable growth through data-driven decisions.

Myko AI automates Salesforce, Veeva, and Dynamics updates using natural language voice, saving sales teams 4+ hours weekly and improving CRM data quality.

Augment CXM uses AI to analyze customer conversations in real time, auto-categorizing intents and outcomes, detecting anomalies, and helping contact center teams prioritize high-impact issues to improve efficiency and experience.

Endgame is an AI knowledge engine for enterprise sales, integrating Salesforce, Gong, LinkedIn, Slack, and more to instantly answer customer research, deal risk, and execution questions, accelerating meeting prep and QBR workflows.

AI-native ABM platform that automates account research, monitors company and person-level intent signals, executes multichannel campaigns, and tracks end-to-end ROI and real pipeline.

Simpleem uses Artificial Emotional Intelligence (AEI) to analyze verbal, vocal, and visual cues with 94% accuracy, helping you qualify intent, assess performance, and forecast sales success.

Voiceops uses AI to analyze calls, emails, SMS, and chat, auto-extracting buying signals, compliance risks, and customer intent. Syncs to CRM and BI tools so sales, support, and product teams act in real time.

Trellus embeds AI into Salesloft, Outreach, and HubSpot with parallel dialing, live call coaching, LinkedIn inbox management, and automated call analytics to boost conversation quality and quantity.

Triple Session is an AI sales enablement platform that analyzes 100% of calls, delivers instant coaching feedback, auto-updates CRM, and gamifies training to close skill gaps.

Tomi.ai uses predictive AI to analyze visitor behavior and CRM data, forecasting purchase intent and LTV in real time to optimize Meta and Google ads, cutting CAC by at least 15% for real estate, finance, SaaS, and more.

Dashworks unifies your company's data across tools to create a unified knowledge base. Ask questions in natural language and get precise, real-time answers with citations.

Zia is Zoho's AI assistant offering conversational help, AI skills, and purpose-built agents across Zoho apps to automate processes and boost productivity without extra licensing costs.

SellMeThisPen delivers AI sales roleplay, 1:1 voice coaching, and real-time call assistance to accelerate onboarding, improve conversations, and automate CRM updates. Trusted by 1,400+ companies.

Two-layer HubSpot architecture for companies over $10M ARR, combining expert-led strategy and AI-powered execution to ensure data integrity and deep context.

Glean is an enterprise Work AI platform integrating 100+ apps, offering permission-aware search, personalized AI assistant, and automation agents. Saves 110 hours/year, deploys in 3 weeks.

Lindy is an AI work assistant that proactively manages your inbox, meetings, and calendar, saving you 2 hours daily. Text commands to triage emails, schedule meetings, and draft replies. Connects hundreds of apps and learns your style. 7-day free trial.

Inventive AI automates RFP and security questionnaire responses with 95% accuracy, integrating your knowledge base and AI agents for competitive research and strategy optimization.

1up automates RFP and security questionnaire responses using AI. Integrates Google Drive, Confluence, and more to cut response time from days to minutes. SOC2 certified with Slack and Teams support.

Oliv delivers AI agents for revenue teams, analyzing every deal in-depth and automating CRM management, risk forecasting, and process orchestration across platforms—helping sales and success teams perform consistently.

Motion is an AI-powered productivity platform that unifies task planning, project management, calendar, meeting notes, and docs. It auto-schedules and prioritizes work, optimizing hundreds of times daily.

Mem uses AI to automatically organize meeting notes, projects, and knowledge bases with instant search and smart discovery for efficient team information management.

Data Parrot uses AI to monitor your CRM, automatically score deals, flag pipeline risks, and surface trends—so sales leaders focus on growth, not reporting. HubSpot integration.

Salesken.ai analyzes every call with AI, delivers real-time sales coaching, automates QA, and provides revenue intelligence to help teams close faster, optimize performance, and reduce compliance risks.

Magical offers Agentic AI employees that fully automate clinical, administrative, and financial workflows for healthcare. Claims 91-99% accuracy, 2-6 week deployment, HIPAA compliant, with full transparency and audit logs.

Veloxy is an AI-powered field sales platform built for Salesforce users, integrating CRM automation, route optimization, task management, and 360° customer profiles to boost team productivity.

Sybill is an AI sales assistant that automates email follow-ups, CRM updates, meeting notes, and deal prep. Cross-deal queries, risk prediction, and team coaching save 14 hours per week on admin work.

Buzz AI combines contact data search, email and social automation, dialer, and AI personalization in one platform, helping sales teams run multi-channel outreach, boost meeting rates, and close deals faster.

Tubular is a CRM and sales pipeline tool for collaborative teams. Auto-capture leads, track deals, generate reports in seconds, and boost conversion rates and revenue forecasting accuracy.

Smartlead offers unlimited mailboxes, AI-powered warmups, and a unified inbox to scale cold email outreach with premium deliverability. Trusted by 87,000+ businesses. Start free trial.

Databar.ai unifies 100+ data providers, offering 450+ data points for company and contact enrichment, AI research, waterfall enrichment, and native CRM sync, no multiple subscriptions needed.

SalesStack combines 700M+ B2B contacts, AI email marketing, AI voice calling, forms, and funnel builders to help SMBs unify sales processes and boost conversions.