There’s no denying that artificial intelligence (AI) powered software helps people work faster and increases overall sales productivity. In sales, for instance, AI-powered CRM solutions have revolutionized how you manage your client communication and relationships. It can also help you reduce repetitive menial tasks and automate sales workflows. Thus, freeing up time and effort for more meaningful endeavours.
If you’re looking for the best AI-powered CRM solution to help you get certain tasks done faster, this blog is for you. We will explain how the best AI CRM software can help you streamline the customer experience and communication and accelerate the deal-closing process.
Why Do Businesses Need an AI-Powered CRM?
Today, most businesses already leverage AI to ensure smooth and continuous functioning. Even as far back as 2020, insightful research by McKinsey & Co. predicted automating sales can lead to a 10% sales uplift potential. With tremendous advances each year, today’s AI-powered CRMs can revitalize your entire sales and CX division.
Here are the key benefits of a custom CRM solution with AI integration:
- Automate various sales workflow, such as customer communication with personalized messages
- Ace sales forecasting where new leads and proposals are concerned
- Analyze data and patterns to identify trends and configure solutions
- Free up employee time that can be dedicated to critical functions
AI-integrated CRM systems bring a lot to the table. So, here’s how you can assess your business requirements and capabilities to narrow down on must-have features of AI-fueled CRM software.
How to Assess Your Business Needs for an AI-Powered CRM
AI-based sales CRM features have been around for a while now. So, it can be tricky to identify which of the many offerings out there works best for your business needs.
If you’re wondering what features you’ll need, these questions can help shed some light:
- What are the business goals and needs?
- What aspect of your customer relationship management needs help?
- What are your internal technical capabilities? Do you need a ready-to-go platform or one you can customize and tweak in-house?
- Can the new CRM integrate with the tools and applications you already use?
- What are your future business growth plans? Can the CRM be scaled?
- What are some need-to-have or nice-to-have features that will influence your budget?
A good automated CRM solution will include features like email writing assistance, data entry automation, sales reporting and forecasting, real-time collaboration, historical databases with search capabilities, an intuitive interface, mobile-friendly features, secure storage, efficient lead management, and instant notification.
Keeping these in mind, here are six sales tools with CRM AI integration that are widely used and have produced great results.
Top 7 AI CRM Software
1. Pipeline CRM: Easy-to-Use AI-Powered Task Assistance for Productive Sales Teams
Pipeline CRM combines features like customizable data tracking with ease of access and integration. It empowers sales and customer support teams to maintain and build stronger relationships based on data-driven solutions and decision-making.
Pipeline CRM particularly simplifies email communication with its built-in AI writing assistant that is powered by the OpenAI system. Considering how emails are often the first touchpoint between you and a potential customer, it is important to send the right message at the right time. Here is how Pipeline AI email assistant benefits your sales team:
- There is no need to write the prompts. Simply click the prompt button to write different email messages, such as ‘say hello,’ ‘thank you,’ ‘book a cool,’ and ‘follow up.’
- To edit the text, highlight it and select commands like “more engaging, “ “rephrase,” “lengthen,” or “shorten.”
- Write custom prompts to have full control of the results.
Key Sales Features Include
- Efficient lead management with customizable deal stages.
- Automated sales workflows that streamline tasks like daily prioritization, suggest next steps based on deal status, and automatically generate new deals for retainer customers.
- Unlimited storage to store all your sales-related information and documents.
- Vast integration options with popular business apps and tools, including Customer.io, QuickBooks, AirCall, and Asana.
- Fast go-live turnaround time of 48 hours.
- Intuitive interface, instant notifications, and great mobile app capabilities.
Pricing Plans
- Start plan: $25 per user per month.
- Develop plan: $33 per user per month.
- Grow plan: $49 per user per month.
Rating
- 4.4/5 rating on G2
2. Hubspot CRM: AI-Powered Solution for Varied Business Sizes
With clients like eBay and Tripadvisor, HubSpot is a household name where CRMs are concerned. The HubSpot CRM has great reviews for good reason: It is an intuitive and powerful analytical platform to drive productivity and customer engagement.
HubSpot’s AI features include SEO recommendations, AI summarizations, and content drafting capabilities. It also offers marketing automation and pipeline generation, which can help businesses easily customize the platform and organize their tasks, contacts, etc.
Key Sales Features Include
- Predictive lead scoring.
- Automated email sequences.
- Conversation bots.
- Extensive integration with other apps.
- Availability of free plan with limited features.
Pricing Plans
- For businesses: Marketing Hub Professional at $800 per month and Marketing Hub Enterprise at $3,600 per month.
- For individuals and small teams: the free version starts at $15 per month.
Rating
- 4.4/5 rating on G2
3. Salesforce CRM: AI-Based CRM for Streamlining Sales Operations
Salesforce is one of the leading CRMs in the world.
The Salesforce Sales Cloud CRM provides a centralized platform for your marketing, sales, and service teams to collaborate seamlessly and work in alignment.
Salesforce’s Einstein 1 platform helps you use AI-powered functions on client data to set up customizable, predictive experiences to address your CRM needs. The Einstein Copilot helps you gauge the future of your pipeline based on predictive analytics.
Key Sales Features
- Lead scoring, opportunity insights, and predictive analytics.
- Personalized customer interactions.
- Sales automation tools.
- AI voice assistant.
- Diverse packages and multiple integrations.
Pricing Plans
- For enterprise-size businesses: pricing starts at $165 per month and goes up to $500 per month with Einstein 1 integration.
- For small- to medium-sized businesses: the Starter Suite costs $24 per month, whereas the Pro Suite is $100 per month.
Rating
- 4.4/5 rating on G2
4. Zoho CRM: Intelligent Platform for Sales and Customer Experience Automation
Next on the AI CRM software list is Zoho CRM. This platform breaks down departmental silos, enhancing collaboration and improving efficiency for your sales and customer experience teams.
Zoho CRM’s AI assistant, Zia, helps teams predict sales outcomes, take voice-narrated notes, and automate menial tasks. In addition, Zia’s capabilities can be accessed via chat or voice commands and prompts, making it easy to use on the go.
Key Sales Features Include
- Lead scoring and sales forecasting.
- Omnichannel communication.
- Actionable insights for data-driven decision-making.
- AI assistant with chat capabilities.
- Free trials and minimal learning curve.
Pricing Plans
- Standard plan: approximately $10 per user per month.
- Professional plan: approximately $16 per user per month.
- Enterprise plan: approximately $28 per user per month.
- Ultimate plan: approximately $31 per user per month.
Rating
- 4.1/5 rating on G2
5. Zendesk CRM: Smooth AI-Powered CRM for Lead Management
Zendesk CRM emphasizes full sales pipeline visibility so your sales team can make data-driven decisions while maximizing productivity. The integrated sales CRM comes with various automated features and tools, such as email integration and sales triggers.
Key Sales Features Include
- Email integration with automatic tracking.
- Easy segmentation and filtering of deals in real-time.
- Task sequencing.
- Centralized platform with leads, contacts, and account information.
- API access and mobile app.
Pricing Plans
- Sell Team plan: $25 per user per month.
- Sell Growth plan: $69 per user per month.
- Sell Professional plan: $149 per user per month.
Rating
- 4.2/5 rating on G2
6. Freshsales CRM: Intuitive, AI-Powered System for Automated Lead Assignment
Last on this AI CRM software list is Freshsales CRM. Its AI assistant, Freddy, can help you identify cross-selling and upselling opportunities and automate lead assignments. AI also helps spot risks and bottlenecks and prioritize “warmer” deals.
Key Sales Features Include
- Deal and sales sequencing insights.
- 360-degree customer view.
- Robust mobile app with an intuitive interface.
- Good customer support.
- A wide variety of languages are supported.
Pricing Plans
- The Growth plan is around $12 per user per month.
- The Pro plan is around $50 per user per month.
- The Enterprise plan is around $75 per user per month.
Rating
- 4.5/5 rating on G2
7. Softr – Powerful no-code CRM platform
Softr is a simple yet powerful no-code platform that can help you build custom sales tools including CRM to manage your entire funnel without developer resources. Trusted by over 500,000 teams—from small businesses to major corporations like Universal and Hopin—Softr lets anyone create custom apps to power internal and external workflows.
Softr’s AI functionality include: AI text generator, AI content generator, AI app generator to build business apps with CRUD functionality, AI-generated designs, data, themes, and copy.
Key Sales Features Include
- Sales pipeline tracking
- Lead capturing
- Account management
- Customer onboarding
- Project management
- KPI reporting
Pricing Plans
- Free plan (and free trial available on all plans)
- Basic: $49 per month
- Professional $139 per month
- Business: $269 per month
Rating
- 4.8/5 rating on G2
Pipeline CRM is the Best AI-powered CRM for Your Business
When selecting a CRM, prioritize features like robust sales forecasting, seamless integration, mobile accessibility, and extensive customization options. Additionally, consider an AI-powered CRM to automate tasks and boost productivity.
Pipeline CRM is an excellent choice, offering a user-friendly interface, powerful AI writing assistant, and comprehensive features. Experience the difference by trying Pipeline CRM for free today!
