10 Best AI Sales CRMs for 2025 (Ranked & Reviewed)
10 Best AI Sales CRMs for 2025 (Ranked & Reviewed)
10 Best AI Sales CRMs for 2025 (Ranked & Reviewed)
Sep 12, 2025
Sep 12, 2025
Since the release of OpenAI’s GPT-3 in June 2020, the business world has been in a race to harness the power of artificial intelligence. What started as a breakthrough in natural language processing quickly evolved into a larger movement — one where AI is reshaping how companies sell, market, and grow.
Nowhere is this transformation more evident than in the world of Sales CRMs. These platforms have evolved from simple contact databases into intelligent systems that automate outreach, score leads, predict deal outcomes, and personalize customer interactions — all powered by machine learning.
In this guide, we’ll explore the best AI Sales CRMs of 2025, highlighting tools that help sales teams work faster, smarter, and more efficiently. Whether you're running a lean startup or managing a large enterprise team, these platforms are designed to give you a clear competitive edge.
🤔 What is an AI Sales CRM?
An AI Sales CRM is a customer relationship management platform enhanced with artificial intelligence features that help sales teams automate tasks, analyze data, personalize communication, and predict outcomes. While traditional CRMs focus on data storage and manual tracking of interactions, AI-powered CRMs take it a step further by using machine learning, natural language processing (NLP), and predictive analytics to make real-time, data-driven decisions.
🆚 AI CRM vs. Traditional CRM: What's the Difference?
Feature
Traditional CRM
AI-Powered CRM
Data Entry
Manual
Automated from emails, calls, etc.
Lead Scoring
Static or rule-based
Predictive and dynamic
Follow-Up Reminders
Manually set
Smart suggestions based on behavior
Forecasting
Based on past data
Real-time and predictive
Personalization
Basic segmentation
Hyper-personalized at scale
Insights & Recommendations
Limited
AI-driven and proactive
In short, AI Sales CRMs do more of the thinking for you, allowing your team to focus on high-impact activities instead of administrative busywork.
🚀 Benefits of Using AI in Sales CRMs
Integrating AI into your sales CRM brings several high-impact benefits:
Smarter Lead Scoring & Prioritization — AI algorithms analyze historical data to rank leads based on conversion potential, helping sales reps focus on the most promising prospects.
Automated Data Entry — AI can extract data from emails, call transcripts, and meetings, eliminating the need for manual updates and improving data accuracy.
Predictive Sales Forecasting — By analyzing pipeline behavior and deal trends, AI offers more accurate forecasts than manual projections.
Personalized Outreach at Scale — An AI email writer can craft email copy, suggest message timing, and even personalize subject lines based on recipient behavior and CRM data.
Improved Productivity — With less time spent on admin tasks, sales teams can spend more time building relationships and closing deals.
⚠️ Common Challenges with AI Sales CRMs
Despite their benefits, AI-powered CRMs come with some challenges to be aware of:
Data Privacy & Ethical Concerns — AI relies on vast amounts of data, raising questions about customer privacy, data ownership, and regulatory compliance (e.g., GDPR).
Implementation Complexity — Integrating AI features into existing workflows can require time, training, and sometimes outside expertise.
Over-Reliance on AI Suggestions — Sales teams may become too dependent on AI, losing the human touch that often closes deals.
Cost — AI capabilities can drive up CRM subscription costs, especially for advanced analytics or automation features.
Accuracy Depends on Data Quality — If your CRM data is messy or incomplete, AI predictions and recommendations can be misleading or ineffective.
🏆 Best AI Sales CRMs (Ranked List with Features and Pros/Cons)
🥇 Breakcold CRM – Best AI Sales CRM for Social Selling and Engagement
Summary
Built from the ground up for social-selling, Breakcold is ideal for solopreneursandsmall sales teams who rely on LinkedIn, email, and messaging apps to build relationships and drive revenue.
While Breakcold may not match enterprise CRMs in breadth, it's evolving into the first AI-native CRM in the space with features like AI-powered lead management and engagement workflows taking center stage. Our curated Engagement Feed also keeps you updated on LinkedIn posts, comments, and activity from your leads — all in one place — so you can engage consistently, meaningfully, and at the right time.
Key Features
Vision Builder – Create automated workflows with a simple text prompt or short voice note. No technical skills required — just describe what you want, and Breakcold builds it for you.
AI Agents –You can choose a default AI personality or create your own custom one that determines the frequency of CRM tasks and suggested follow-ups.
AI Contact Management – Automatically scores and organizes leads into the right lists and groups by analyzing conversations, notes, and activity.
AI-Powered Dashboard – Surfaces your most important leads with a self-updating dashboard, complete with reasoning behind each suggestion.
AI-Suggested Messages – Generates personalized follow-ups that adapt to your tone of voice and your prospect’s personality.
AI Rules & Automations – Set intelligent rules for lead scoring, follow-ups, and deal movement.
AI Contact Deduplication – Merges duplicates automatically, saving hours of data cleanup.
AI-Powered Data Enrichment – Surfaces verified emails and phone numbers via waterfall enrichment (BetterContact, Apollo.io, Findymail, Wiza).
AI Notetaker – Integrates with Otter, Fireflies, TL;DV, and Fathom to log call summaries, transcripts, and follow-up tasks automatically.
All-in-One Unified Inbox – Manage conversations from LinkedIn, email, WhatsApp, and Telegram in one place, so you can respond faster and never miss a follow-up.
Sales Pipeline Management – Streamline deal progress with customizable workflows and visibility into lead scoring impact.
Social Engagement Stream – Like, comment, and engage with your leads’ posts without leaving the CRM — build relationships through meaningful and consistent interactions.
Ratings
G2 - 4.7/5 (116)
Capterra - 4.8/5 (93)
Pros
Cons
AI-Native CRM with built-in automation to streamline workflows.
Unlimited AI actions for leads — no credit-based restrictions.
Unified, user-friendly interface for email, phone, and social (LinkedIn, WhatsApp, Telegram).
Comprehensive onboardingresources with how-to videos, flowcharts, and best practices.
Responsive and reliable customer support.
Limited advanced reporting capabilities compared to other CRMs.
No dedicated customer objects (though custom fields are supported).
Currently offers 25+ native integrations, with more on the way.
Pricing Plans
CRM Essentials
CRM Pro
CRM Max
$29/user/mo
$59/user/mo
$99/user/mo
What's included:
25 AI leads included (Unlimited AI Actions)/user
Auto-lead movement
Auto-task creation
Auto-pipeline creation
AI Personalities (AI CRM Agents)
AI Workflows
Auto-deduplication
Sales Pipeline
Data Enrichment
AI Notetaker
Multiple Deals
Social Engagement Feed
CRM Analytics (History 30 days)
All Essentials Features and:
50 AI leads included (unlimited AI actions)/user
Auto-lead movement
Auto-task creation
Auto-pipeline creation
AI Personalities (AI CRM Agents)
AI Workflows
Auto-deduplication
Sales Pipeline
Data Enrichment
AI Notetaker
Multiple Deals
Social Engagement Feed
CRM Analytics (Unlimited)
Auto-sync of social messages (LinkedIn, Telegram, WhatsApp)
🥈 Attio – Best AI CRM for Customization and Modern Sales Workflows
Summary
Think of Attio, a next-gen AI CRM, as the best parts of a database, a spreadsheet, and an AI assistant— all rolled into one. Perfect for scale-ups and mid-market teams, it helps streamline workflows, boost collaboration, and reveal the insights that actually move deals forward.
Where Attio truly shines is in its ability to let you build your workflows from the ground up — giving you total flexibility to model your CRM around the way your team actually works, not the other way around. With customizable objects, AI-powered automation, and real-time data enrichment, Attio empowers teams to create a CRM that grows with them.
🔄 Fun Fact! 🔄
Attio and Breakcold actually share some overlapping users — many of whom made the switch to Breakcold.
Key Features
AI Powered Research Agent — Attio’s new AI Agent allows you to research anything on the web directly within your workflows — no need to switch tabs
AI summaries — Instantly generate summaries for leads and accounts to get quick, actionable context
Data Enrichment — Automatically updates key data points like logos, profile pictures, social handles, and company descriptions
Attio Objects & AI Attributes — While core objects like "People" and "Companies" remain foundational, Attio now supports fully customizable objects and AI-powered attributes tailored to your business needs
Ratings
G2 - 4.8/5 (18)
Capterra - 4.2/5 (5)
Pros
Cons
Extensive customization options for fields, views, and workflows
Intuitive, Notion-style interface that feels modern and flexible
Powerful automation tools for streamlining repetitive tasks
User-friendly and easy to onboard, even for non-technical teams
Limited number of native third-party integrations
Some advanced features rely on third-party tools (e.g., via API or Zapier)
Minor UI/UX hiccups as the product is still evolving
Creatio is a powerful no-code platform designed to automate core business functions — including omnichannel marketing, sales, and customer service — within a single ecosystem. As an end-to-end AI-powered CRM, it allows teams to build and automate complex workflows with a high degree of customization and flexibility.
However, its relatively high cost makes it less accessible for small or early-stage businesses. Creatio is best suited for mid-sized to large enterprises or fast-scaling companies that need robust automation capabilities, advanced customization, and are ready to invest in a scalable, all-in-one CRM solution.
Key Features
No-Code Process Designer — Build and modify workflows, automations, and UI components without coding
End-to-End CRM Functionality — Covers marketing, sales, and service in one unified platform
AI & Machine Learning — Use predictive analytics, intelligent scoring, and decision-making suggestions
Predictive AI — Leverages machine learning for data analysis, intelligent scoring, customer segmentation, case routing, and more
Generative AI — Automatically creates marketing content, sales emails, knowledge base articles, and other written assets to support outbound and support teams
Agentic AI — Uses AI agents capable of autonomous decision-making and interacting with users like a smart assistant
Ratings
G2 - 4.6/5 (302)
Capterra - 4.7/5 (126)
Pros
Cons
Built-in AI tools are seamlessly integrated into the platform, enhancing productivity without needing third-party add-ons.
Intuitive tools make it easy to design and manage multichannel marketing campaigns.
Creatio excels at consolidating data across touchpoints to enable highly targeted, personalized communications.
The wide range of layout variations and workspace customization can feel excessive, especially for new users.
Despite its no-code promise, the platform can be difficult to learn without prior experience.
Some users report that the interface can feel clunky or dated, impacting overall usability.
Initial setup and configuration may require significant time and effort, particularly for those unfamiliar with CRM platforms.
Pricing Plans
Pricing Plans
Growth
Enterprise
Unlimited
Platform Pricing
$25/user/mo
$55/user/mo
$85/user/mo
No-Code Tools
No-code user interface designer
✅
✅
✅
No-code workflow designers
✅
✅
✅
Web, desktop and mobile apps
✅
✅
✅
Customization via scripts
✅
✅
✅
Custom branding for UI
❌
✅
✅
Usage
Number of users
Starting with 5
Starting with 5
Starting with 50
Number of applications
Unlimited
Unlimited
Unlimited
Number of workflows
Unlimited
Unlimited
Unlimited
Number of records
Unlimited
Unlimited
Unlimited
Number of workflow runs (BPM & DCM)
50K executed process elements per month
Unlimited
Unlimited
Database storage
1 GB per user
2 GB per user
Unlimited
Attachment space
1 GB per user
2 GB per user
Unlimited
Creatio.ai Tokens
100K per user
200K per user
300K per user
No-Code Magic
Coverage of implementation services for the first project delivered by certified partner
❌
❌
✅
Coverage of an additional use case - 10% of extra licenses
❌
❌
✅
Demo Video
HubSpot – Best All-in-One AI CRM for Sales, Marketing, and Service
Summary
HubSpot is a powerhouse CRM designed to unify sales, marketing, and service — all-in-one solution. Originally built as a marketing platform, HubSpot has evolved into a flexible, AI-enhanced CRM that helps businesses capture, qualify, track, and nurture leads at every stage of the funnel.
From automated lead capture to real-time engagement tracking and customizable pipelines, HubSpot gives teams full visibility into the buyer journey — all within a user-friendly interface. Its deep integration between sales and marketing tools ensures that leads are never lost in handoffs and follow-ups happen at exactly the right time.
Key Features
Breeze Copilot — your AI-powered assistant for automating tasks, summarizing interactions, and helping you stay on top of every deal
Breeze agents — A powerful lineup of AI-driven assistants built to take over repetitive workflows, so your team can stay focused on closing deals and driving growth
Customer Agent — An always-available support AI that handles common questions with speed and accuracy, escalating complex issues to your team when human touch is needed
Prospecting Agent (Beta) — Your AI-powered lead hunter that researches accounts, crafts personalized outreach, and engages qualified leads — so your sales team can focus on high-value conversations
Content Agent (Beta) —A creative assistant that generates marketing content like blog posts, landing pages, and case studies — eliminating writer’s block and saving your team hours
Knowledge Base Agent (Beta) — An AI that analyzes support tickets to spot content gaps and draft help articles—keeping your knowledge base up to date with minimal effort
Social Media Agent (Beta) — A virtual social manager that writes posts, recommends optimal posting times, and helps maintain a consistent tone across platforms—so your team can focus on strategy, not scheduling
AI-Powered Insights – Identify bottlenecks in the sales funnel and surface high-converting channels
Ratings
G2 - 4.4/5 (12,404)
Capterra - 4.5/5 (4362)
Pros
Cons
User-friendly interface, ideal for those who aren’t tech-savvy
Clean, intuitive platform that’s easy to navigate
Flexible pricing plans with customizable options
Serves as a reliable single source of truth for customer data All-in-one platform that combines marketing, sales, and service tools
Pricing may be prohibitive for solopreneurs or very small businesses
Some users report a learning curve during onboarding
Automation features can be rigid, limiting customization
Reporting tools lack depth for advanced analytics
Pricing Plans
For Individuals & Small Teams
Free Tools
Starter Customer Platform
Professional Customer Platform
$0/mo
$20/user/mo
$1,450/mo
Includes:
Free for up to 2 users
No credit card required
Free Marketing tools
Free Sales tools
Free Service tools
Free Content tools
Free Operations tools
Free Commerce tools
Includes:
Marketing Hub Starter
Includes 1,000 marketing contacts
Sales Hub Starter
Service Hub Starter
Content Hub Starter
Operations Hub Starter
Commerce Hub
Starter Customer Platform, plus:
Includes 5 seats
Additional seats start at $50/mo
Marketing Hub Professional
Includes 2,000 marketing contacts
Sales Hub Professional
Service Hub Professional
Content Hub Professional
Operations Hub Professional
Commerce Hub
Salesforce – Best for Enterprise-Grade Sales Management at Scale
Summary
What began in the early 2000s as a cloud-based CRM, Salesforce has since evolved into a powerful, all-in-one platform for sales, marketing, and customer service teams.
Today, Salesforce is doubling down on AI with Einstein AI, offering intelligent lead scoring, opportunity insights, and next-step suggestions to help teams sell smarter and faster. Built with large enterprises in mind, Salesforce enables organizations to make data-driven decisions, optimize customer interactions, and improve operational efficiency — making it a top choice for businesses with complex needs.
Key Features
Salesforce AI — Get intelligent lead scoring, opportunity insights, and next-step suggestions to boost rep productivity and drive more deal conversions
Conversational AI Assistant — Build your own CRM-native assistant with Einstein Copilot, enabling reps to ask questions, summarize data, generate content, and automate actions in natural language
AI Agents — Offload repetitive tasks like follow-ups, case resolution, and data entry to autonomous AI agents — so your team can focus on high-impact work
Forecasting Intelligence — Leverage Einstein Forecasting to predict future sales performance with real-time, data-driven projections that help managers and reps stay aligned
Email & Conversation Insights — Automatically analyze email threads and sales calls to surface sentiment, action items, and key topics—keeping your team informed without manual review
Einstein Bots — Deploy AI-powered bots to handle routine customer service inquiries, deflect tickets, and seamlessly escalate complex cases to human agents when needed
Generative AI — Instantly generate personalized sales emails, knowledge base articles, and support responses—saving hours of writing time and improving consistency
Marketing AI — Predict customer behavior, optimize campaign timing, and tailor messaging with Einstein’s AI features built into Marketing Cloud
Ratings
G2 - 4.4/5 (23,272)
Capterra - 4.4/5 (18817)
Pros
Cons
Optimizes lead management and improves conversion rates
Excels at data organization and cleanliness
Integration-rich with a vast app ecosystem
Responsive customer support and helpful community resources
Complex implementation process that requires time and resources
Expensive, especially for solopreneurs or small businesses
Steep learning curve, particularly for non-technical users
User interface can be unintuitive and hard to navigate
Pricing Plans
For SMBs
Starter Suite
Pro Suite
Enterprise
Price
$25/user/mo
$100/user/mo
$165/user/mo
Users
325 max
Unlimited
Unlimited
Lead scoring
❌
✅
✅
API
❌
$15/user/month
✅
Custom reports
✅
✅
✅
Advanced Forecasting
❌
❌
❌
Generative AI features
✅
✅
✅
For Enterprises
Unlimited
Einstein 1 Sales
Price
$330/user/month
$500/user/month
Users
Unlimited
Unlimited
Lead scoring
✅
✅
API
✅
✅
Custom reports
✅
✅
Advanced Forecasting
✅
✅
Generative AI features
✅
✅
Zoho CRM – Best AI CRM for Sales Firms of All Sizes
Summary
For decades Zoho CRM have offered startups, SMBs, and enterprise sales teams an all-in-one customer relationship management solution — rivaling industry giants like Salesforce and HubSpot at a fraction of the cost.
At the core of the platform is Zia, Zoho’s built-in AI engine, which powers everything from lead scoring and sales forecasting to workflow automation and conversational assistance. These AI capabilities help sales teams work smarter, reduce manual effort, and make data-driven decisions at every stage of the funnel.
Key Features
AI-Powered Email Sentiment Analysis – Understand buyer mood and intent from incoming emails to respond more effectively
Conversational AI – Zia Voice offers natural-language interactions to help users find records, run reports, or update CRM data
AI Forecasting – Generate more accurate revenue forecasts by analyzing historical deal patterns and rep performance.
Zia AI – Zoho’s AI assistant, Zia, helps with lead scoring, deal predictions, voice/text chat support, and intelligent sales insights to help guide decisions and improve conversions
Ratings
G2 - 4.1/5 (2,753)
Capterra - 4.3/5 (6957)
Pros
Cons
Robust and customizable interface that integrates well across various platforms and ecosystems
Feature-rich with extensive tools for sales, marketing, and automation
Highly scalable, making it a great fit for growing businesses
Integrates with a wide range of third-party apps and Zoho’s own suite of business tools
Onboarding and customization can be complex without technical assistance
Outdated UI and occasional syncing issues with third-party tools
The platform’s size and complexity can lead to slower load times and performance lags
Pricing Plans
Standard
Professional
Enterprise
Ultimate
$20 /user/mo
$35 /user/mo
$50 /user/mo
$65 /user/mo
All the essentials:
Mass email
Custom modules
Workflows
Cadences
Sales forecasting
Lookup fields
Canvas
Office 365 integration
Zoho Marketplace
Everything in Standard +
Blueprint
CPQ
SalesSignals
Inventory management
Webhooks
Assignment rules
Validation rules
Kiosk Studio
Google Ads integration
Everything in Professional +
Zia — AI assistant
Territory management
Custom functions
Journey orchestration
Multi-user portals
Page layouts
Client scripts
Approval process
Sandbox
Everything in Enterprise +
Enhanced feature limits
Extended AI capabilities
Advanced customization
Data preparation
Augmented analytics
Data storytelling
Unified business insights
Advanced administration
Freshsales – Best AI CRM for Sales Teams That Value Simplicity and Engagement
Summary
Freshsales, part of the Freshworks suite, is a modern CRM designed to help small businesses and account managers streamline and optimize their sales process. While it's built with smaller teams in mind, its scalable features also make it a strong fit for growing companies looking for an all-in-one CRM that’s simple, smart, and customizable.
Freshsales blends ease of use with powerful, AI-driven reporting tools, making it ideal for teams that want insights without a steep learning curve. Its automation and reporting capabilities are particularly useful for account managers, sales reps, and small teams looking to drive smarter decisions and faster conversions.
Key Features
AI-Based Lead Scoring (Freddy AI) – Automatically scores leads based on engagement and behavior, helping you focus on prospects most likely to convert
Reporting & Analytics Dashboard – Generate detailed reports on sales performance, deal velocity, campaign ROI, activity metrics, and more – fully customizable to your goals
Visual Sales Pipeline – Track and manage deals across customizable pipeline stages with a drag-and-drop interface and clear visibility into revenue progress
Campaign Management – Plan, execute, and analyze email marketing campaigns from within the CRM. Track performance metrics like open rates, clicks, and conversions
Email Syncing & Tracking – Sync with Gmail or Outlook to send, receive, and track emails directly within Freshsales. Get real-time alerts when prospects open or click your emails
Ratings
G2 - 4.5/5 (1,223)
Capterra - 4.5/5 (618)
Pros
Cons
User-friendly interface with fast, easy onboarding
Provides accurate reporting and essential CRM features
Seamlessly integrates with popular tools (Gmail, Outlook, Slack, etc.)
Clean, intuitive UI that suits small to mid-sized teams
Reporting and dashboard capabilities may feel limited for larger teams with advanced data needs
AI-powered features (like lead scoring and predictive insights) are only available on higher-tier pricing plans
Zendesk is an all-in-one CRM solution built for service-focused businesses and sales teams. Powered by Zendesk AI, which is based on OpenAI’s GPT model, it offers a robust suite of tools that help teams engage more customers efficiently and create seamless customer experiences.
Its AI features streamline workflows, automate repetitive tasks, and provide real-time suggestions to support agents during customer interactions. Zendesk is best suited for midsize to large companies that manage high volumes of customer interactions and prioritize customer service automation and scalability.
Key Features
AI-Powered Automation — Zendesk AI (built on OpenAI’s GPT model) automates repetitive tasks, routes tickets, and provides smart reply suggestions
Advanced AI Bots — Intelligent bots can handle complex customer requests, offer personalized responses, and deflect tickets effectively
AI-Driven Insights — Real-time analytics and AI-generated reports help optimize team performance, response times, and customer satisfaction
ChatGPT Integration via Zapier — Connect Zendesk to ChatGPT through Zapier to generate dynamic responses, summarize conversations, or automate support content
Ratings
G2 - 4.3/5 (6,217)
Capterra - 4.4/5 (4056)
Pros
Cons
Powerful reporting and analytics offer robust, customizable insights to monitor performance and track KPIs.
The user interface is one of the cleanest and most intuitive in the CRM and support space.
Omnichannel capabilities make it easy to integrate email, chat, voice, and social media into one support experience.
Macros and smart ticket routing help small teams stay organized and ensure no requests fall through the cracks.
The Zendesk Suite combines multiple channels in one place, making it easy to track conversations without losing context and identify upsell opportunities.
Zendesk’s licensing is more expensive compared to many competing CRM and support platforms.
The learning curve is steep, especially when customizing help centers, automations, or workflows.
Integration with Facebook and Instagram may lack important features or require additional setup.
The system relies heavily on email integrations, which can lead to fragmented conversations and duplicate threads.
Pricing Plans
Suite Team
Suite Growth
$55/user/mo
$89/user/mo
Ticketing system
Email, chat, voice, social messaging, and more
Help center
Generative searchNew
AI agentsNew
Prebuilt analytics dashboards
1,000+ apps & integrations
Pre-defined responses (macros)
Custom business rules (triggers & automations)
Online support from the Zendesk team
Digital onboarding and adoption resources
Eligible for workforce management add-on
Eligible for quality assurance add-on
Ticketing system
Email, chat, voice, social messaging, and more
Help center
Generative searchNew
AI agentsNew
Prebuilt analytics dashboards
1,000+ apps & integrations
Pre-defined responses (macros)
Custom business rules (triggers & automations)
Online support from the Zendesk team
Digital onboarding and adoption resources
Eligible for workforce management add-on
Eligible for quality assurance add-on
Multiple ticket forms
Light Agents
Service level agreements (SLA)
Customer satisfaction ratings (CSAT)
Multilingual support and content
Self-service customer portal
Business hours
Suite Professional
Suite Enterprise
$115/user/mo
Contact Sales
Ticketing system
Email, chat, voice, social messaging, and more
Help center
Generative searchNew
AI agentsNew
Prebuilt analytics dashboards
1,000+ apps & integrations
Pre-defined responses (macros)
Custom business rules (triggers & automations)
Online support from the Zendesk team
Digital onboarding and adoption resources
Eligible for workforce management add-on
Eligible for quality assurance add-on
Multiple ticket forms
Light Agents
Service level agreements (SLA)
Customer satisfaction ratings (CSAT)
Multilingual support and content
Self-service customer portal
Business hours
Custom and live analytics
Side conversations
Skills-based routing
Integrated community forums
Data location options
HIPAA enabled
Access to Sunshine Conversations
Eligible for Copilot add-on
Ticketing system
Email, chat, voice, social messaging, and more
Help center
Generative searchNew
AI agentsNew
Prebuilt analytics dashboards
1,000+ apps & integrations
Pre-defined responses (macros)
Custom business rules (triggers & automations)
Online support from the Zendesk team
Digital onboarding and adoption resources
Eligible for workforce management add-on
Eligible for quality assurance add-on
Multiple ticket forms
Light Agents
Service level agreements (SLA)
Customer satisfaction ratings (CSAT)
Multilingual support and content
Self-service customer portal
Business hours
Custom and live analytics
Side conversations
Skills-based routing
Integrated community forums
Data location options
HIPAA enabled
Access to Sunshine Conversations
Eligible for Copilot add-on
Eligible for Advanced Data Privacy and Protection add-on
Sandbox
Content blocks
Custom agent roles
Dynamic, Contextual workspaces
Pipedrive – Best Lightweight AI CRM for Pipeline-Focused Teams
Summary
Pipedrive is a visual, sales-focused CRM designed to help teams manage their pipeline, automate routine tasks, and close deals faster. With its built-in AI-powered Sales Assistant, Pipedrive can predict win probabilities, flag inactive deals, suggest next steps, and provide reminders – all in one streamlined feed. It also includes AI tools like an email generator, summarizer, and LeadBooster to capture and qualify leads more effectively.
Key Features
AI Sales Assistant — Get deal insights, win predictions, and actionable reminders based on deal activity and CRM data
Advanced Forecasting & Reporting — Customize reports on win rates, revenue projections, and deal performance
AI-Powered Tools — Use built-in tools like an email generator, summarizer, and LeadBooster to streamline engagement
Pipeline Management — Easily track deals by stage, set reminders, and visualize next steps with real-time updates
Lead Management with Progress Tracking — View lead status, assign priorities, and track every touchpoint
Workflow Automation — Automate admin tasks like data entry, follow-ups, and deal stage progression
Rating
G2 - 4.3/5 (2,445)
Capterra - 4.5/5 (3047)
Pros
Cons
Well-structured onboarding materials, including FAQs and videos
Offers a wide range of integrations with third-party tools
Strong automation and AI features that boost productivity
Quick and easy setup with minimal learning curve
User interface can feel dated or unintuitive for some users
No free plan available — paid tiers start quickly
Customer support can be slow or inconsistent.
No native LinkedIn integration for lead importing
Some users report occasional bugs and performance issues
Pricing Plans
Essential
Advanced
Professional
$19/user/mo
$34/user/mo
$64/user/mo
Key features:
Lead, calendar and pipeline management
Seamless data import and 400+ integrations
Create activity, deal and contact reports with AI
Personalized onboarding
Essential Plan +
Full email sync with templates, open and click tracking and group emailing
Automations builder, including email sequences
Meeting, email and video call scheduling
Live chat support
Advanced Plan +
AI-powered Sales Assistant and emailing tools
Contract and proposal management with e-signatures
Streamlined lead routing and team management
Revenue forecasts and custom field reporting
Extra data entry and data quality settings
Power
Enterprise
$74/user/mo
$99/user/mo
Professional Plan +
Project planning, tracking and delivery
Increased control of account permissions and visibilities
24/7 live chat support
Phone support
Power Plan +
Enhanced security preferences
Unlimited reports and customizations
Maximize the number of automations and email syncs per seat
Nutshell – Best AI CRM for Small Teams with Built-In Email Marketing
Summary
Nutshell is a simple yet powerful CRM built to help small businesses and solo users track leads with ease and clarity. It combines contact management, pipeline tracking, and built-in email marketing to give users full visibility into every stage of the customer journey — from first touch to final deal.
With its intuitive interface and automatic activity tracking, Nutshell makes it easy to stay on top of lead progress, follow-ups, and engagement history. Whether you’re qualifying new prospects or managing long-term opportunities, Nutshell keeps your sales pipeline organized and moving forward — all without the complexity of enterprise CRMs.
Key Features
AI-Powered Interaction Summarization — Instantly summarize customer timelines, Zoom transcripts, and voice notes to surface actionable insights and streamline follow-ups
AI Contact Analysis — Leverage Nutshell Intelligence to analyze and summarize contact data for deeper relationship context
Nutshell IQ — A complete AI toolkit designed to help you identify more qualified leads and close more deals
ProspectorIQ — Fill your pipeline with ideal customers using a prospecting database of over 200 million verified contacts
VisitorIQ — Identify anonymous visitors on your website from companies not yet in your CRM
PeopleIQ — Uncover new contacts within companies you already know, expanding your reach and decision-maker visibility
Activity Tracking — Automatically log calls, emails, meetings, and more to ensure no touchpoint is missed
Ratings
G2 - 4.3/5 (1,248)
Capterra - 4.3/5 (551)
Pros
Cons
Reliable data imports with excellent attention to detail, reducing onboarding friction
Highly customizable, adaptable to the needs of different sales teams
Effective follow-up tracking, making it easy to manage each client and sales stage
User-friendly interface with a clean design and a robust set of features
No built-in canned responses or pre-set email templates, which could speed up outreach
Slow customer support, with chat responses typically taking up to a day
Pricing may be high for smaller teams or early-stage businesses
Pricing Plans
Foundation
Growth
Pro
$19/user/mo
$32/user/mo
$49/user/mo
Included in all plans:
Unlimited storage, contacts & accounts
Contact management and communication timelines
Email and calendar sync
Customizable single sales pipeline
Free live support
Foundation has a 100 active leads limit
Everything in Foundation, plus:
Activity and Email reports
Sales and Activity quotas
Pipeline stage goals
Up to 25 custom fields
No open leads limit
Everything in Growth, plus:
5 customizable pipelines
Sales automation
Personal email sequences
Full reporting suite, including
Activity, Funnel, and Forecast reports
Meeting scheduling software (lite version)
Business
Enterprise
$67/user/mo
$89/user/mo
Everything in Pro, plus:
Increased pipelines, territories, markets, teams and more
Unlimited custom fields, teams, currencies and territories
Read-only SQL access
Multiple currencies
Free scheduled phone support
API support
Monday CRM – Best AI CRM for Workflow-Heavy Sales Teams
Summary
Built on Monday.com — a flexible Work OS known for its project and task management — Monday Sales CRM is a fully customizable, no-code platform designed to help businesses manage and automate every stage of the sales process, from lead generation to post-sale follow-up.
But with great flexibility comes the great risk of being overwhelmed. Much like standing in a grocery store faced with too many choices, Monday’s endless customization options can leave users bogged down in setup, instead of focusing on what they came for: closing deals and moving leads forward.
Key Features
Lead Management — Capture, organize, and track leads throughout the sales cycle
Activity Tracking — Log calls, emails, and meetings to maintain a clear interaction history
Pipeline Management — Visualize and manage deals at every stage of the sales funnel
Guided Selling Tools — Use prompts and automation to streamline sales tasks and improve conversion rates
Data Visualization & Analytics — Gain insights through customizable dashboards and performance reports
Opportunity Management — Track sales opportunities and forecast potential revenue
Forecasting & Data Management — Use historical and real-time data to predict sales trends and outcomes
Account & Contract Management — Organize key account details and manage contracts from one place
Ratings
G2 - 4.6 /5 (921)
Capterra - 4.7/5 (406)
Pros
Cons
Highly customizable & flexible
Powerful task management and the lead management system
The interface is simple and easy to use while being pleasant to interact with
Rich integration marketplace
There are growing pains to setting up the platform to suit your needs
Essential features locked behind higher paywalls
There are too many features sometimes the UI looks cluttered and overwhelming to use
Pricing Plans
Basic
Standard
$15/user/mo
$20/user/mo
Basic includes:
Unlimited customizable pipelines
Unlimited contacts
Unlimited boards
Templates for lead, contact & deal management
iOS & Android apps
Unlimited free viewers
Create a dashboard based on 1 board
Includes basic, plus:
Advanced account, contact, & deal management
2-way email integration with Gmail and Outlook
AI email generator
Activity management
Merge duplicate data
Custom CRM automations (250 actions per month)
Custom CRM integrations (250 actions per month)
Create a dashboard that combines 5 boards
500 AI credits/mo/user
Pro
Enterprise
$33/user/mo
Contact sales
Includes standard, plus:
Sales forecasting
Email templates
Email tracking & automations
Sequences
Quotes & invoices
Mass emails
Google Calendar sync
Sales analytics
Custom CRM automations (25,000 actions per month)
Custom CRM integrations (25,000 actions per month)
Create a dashboard that combines 20 boards
500 AI credits/mo/user
Includes pro, plus:
Lead scoring
Mandatory fields
Team goals
Advanced analytics (dashboards up to 50 boards)
Account management
Documents for sales
Enterprise-scale automations & integrations
Enterprise-grade security & governance
Multi-level permissions
HIPAA Compliance
500 AI credits/mo/user
Copper CRM – Best AI CRM for Google Workspace Users
Summary
Copper CRM is purpose-built for Google Workspace users, offering seamless integration with Gmail, Google Calendar, and Google Drive. It stands out by embedding essential CRM tools directly into the Google ecosystem, helping teams manage contacts, track leads, and automate workflows without leaving their inbox.
Its Chrome extension is a highlight, giving users quick access to contact data and sales pipelines inside Gmail — perfect for teams that prioritize simplicity and speed. Copper is ideal for startups, small businesses, and agencies looking for a lightweight CRM that feels like a natural extension of their daily tools.
Key Features
Gmail Integration — Manage leads and customers directly inside your inbox
Google Calendar & Drive Sync — Keep meetings, files, and tasks fully aligned with your CRM
Chrome Extension — Access pipeline and contact details without leaving Gmail
Automated Data Entry — Copper auto-fills contact info and updates activity logs
Sales Pipeline Management — Visualize and manage deal stages with drag-and-drop simplicity
Powerful Chrome extension for Gmail-based workflows
Automated workflows and smart reminders
Seamless data syncing across tools
Clean and intuitive mobile app
Occasional buggy performance
Limited compatibility with non-Google platforms
Customization options can be overwhelming for beginners
Pricing can be aggressive for smaller teams
Clunky API compared to more developer-friendly CRMs
Lacks scalability for larger organizations with complex needs
Pricing Plans
Starter
Basic
$12/user/mo
$29/user/mo
What’s included:
1,000 contact limit
Google Workspace integration
Tasks + Activity feed
Forms
Zapier integration
Everything in Starter, plus:
2,500 contact limit
Task automation
Pipelines
Project Management
Contact enrichment
Professional
Business
$69/user/mo
$134/user/mo
Everything in Basic, plus:
15,000 contact limit
Workflow automation
Bulk email
Reporting
Integrations
Everything in Professional, plus:
Unlimited contacts
Email series
Custom reports
Multi-currency
Premium support
Keap (formerly Infusionsoft) – Best cloud-based AI CRM for Small Businesses
Summary
Keap assists small businesses with sales and marketing automation, offering an intuitive platform for managing leads, automating repetitive tasks, and streamlining AI-enabled workflows. It’s especially popular among e-commerce businesses, solopreneurs, and service-based professionals who are new to CRM systems and want an all-in-one tool that’s easy to use.
Keap is best for small teams and entrepreneurs who need a simple yet powerful solution to handle customer relationships, automate follow-ups, and drive growth without the complexity of larger CRM platforms.
Key Features
AI-Powered Email and Sales Automation — Use AI to optimize email timing, content, and workflows for higher engagement and conversions
Smart Contact Management & Lead Tracking — Automatically organize, tag, and prioritize leads based on behavior and engagement history
AI-Powered Workflow Automation — Build intelligent automations that respond to user actions, form submissions, or contact triggers without coding
Ratings
G2 – 4.2/5 (1,563)
Capterra - 4.1/5 (1304)
Pros
Cons
Extensive customization options make it easy to tailor the CRM to your business, and even large data sets can be edited efficiently.
Custom automation is intuitive, allowing you to build workflows, track leads in detail, and visualize the entire customer journey.
Reusable email templates simplify content creation for recurring campaigns or follow-ups.
Contact information is easy to manage, and built-in forms and order tracking make payment checks and client data retrieval straightforward.
The user interface feels outdated compared to more modern CRMs.
Integration with other apps can be limited, and mobile functionality is somewhat restricted.
Pricing can become expensive, especially if you need access to Keap’s more advanced features.
There is a learning curve, particularly when setting up complex automation workflows for the first time.
Pricing Plans
Keap Pricing Plan
Starting Price
$299/mo
Features
✅
CRM
✅
Automation
✅
Email & Text
✅
Pipeline
✅
Landing Pages
✅
Payments
✅
Appointments
✅
Reporting
✅
Close CRM – Best for Outbound Sales Teams That Want Built-In Calling, SMS, and Email
Summary
Close (formerly Close.io) is a sales-focused AI CRM built specifically for small and medium-sized businesses that want to turn into outbound sales-powerhouse. It unifies essential sales channels like email, calling, and SMS in a single, streamlined interface, eliminating the need to juggle multiple platforms.
What sets Close apart is its laser focus on lead tracking and engagement. Features like Search Views and Smart Views make it easy to segment and surface the right leads at the right time, so reps can prioritize high-value opportunities and follow up with precision. Combined with built-in calling, power dialers, and activity tracking, Close empowers sales teams to move faster and close deals more efficiently.
Key Features
Sales Funnel Reporting — Analyze sales velocity, conversion rates, and pipeline health to uncover bottlenecks and optimize your sales process
Performance Reports — Track individual and team performance with customizable reports and leaderboards that spotlight top performers and highlight areas for coaching
Power Dialer — Make high-volume outbound calls quickly with the built-in power dialer to boost team productivity
Call Assistant — Use real-time transcription and note-taking tools to improve call quality and reduce admin work
Ratings
G2 – 4.7/5 (1,044)
Capterra - 4.7/5 (161)
Pros
Cons
Clean, user-friendly interface with a minimal learning curve
Robust calling features and automation tools, including Power Dialer
Two-way email sync for seamless communication tracking
Effective and intuitive email outreach workflows
Cost-effective compared to many competitors with similar features
Helps streamline productivity and team communication
Highly customizable via open API for advanced use cases
No free version available — only a free trial
No native integration with LinkedIn, requiring third-party tools
Smart View filters can be overwhelming or tedious to set up
Workflow features are more limited compared to top competitors
SMS functionality restricted to the US, Canada, UK, and Australia
Some features are gated behind higher-tier pricing plans
Users report occasional slow load times and connectivity issues with calling
Pricing Plans
Base
Professional
Enterprise
$49/mo (Max: 1 users)
$99/mo (Max: 3 users)
$139/mo (Max: 5 users)
Core features included in all Close plans:
Unlimited accounts, contacts, and opportunities
Two-way email sync: send and receive emails directly in Close
Built-in calling & SMS.
Bring your number or rent a number from Close
Centralized inbox to manage your to-do list
Everything in Base, plus
Use Custom Activities to track unique steps in your sales process
AI Lead Summaries bring you up to speed in seconds
Enhanced roles and permissions capabilities
Everything in Professional, plus:
Call Coaching to help improve rep performance
Predictive Dialer to supercharge dialing
Advanced customization on CRM objects
Enhanced reporting
Priority access to the Close team
SugarCRM – Best CRM for Intelligent Analytics and Predictive Sales Automation
Summary
SugarCRM is a flexible, AI-powered CRM platform designed to help businesses automate sales processes, gain predictive insights, and deliver more personalized customer experiences. With powerful features like AI-driven analytics, automated lead scoring, and workflow automation, SugarCRM enables sales and marketing teams to make smarter, faster decisions based on real-time data.
The platform is best suited for mid-sized to enterprise-level businesses that require customization, advanced reporting, and strong automation capabilities. Its focus on predictive intelligence and deep customer insights makes it a solid choice for organizations looking to drive growth through smarter, more data-informed selling.
Key Features
AI-Driven Customer Sentiment Analysis — Understand customer tone and satisfaction levels based on communications and interactions
Predictive Lead and Opportunity Scoring — Use machine learning to identify high-converting leads and forecast deal outcomes with greater accuracy
Automated Sales and Marketing Workflows — Streamline repetitive tasks and nurture leads with customizable automation rules
Integrated Business Intelligence Tools — Access real-time dashboards and in-depth analytics to monitor performance and guide decision-making
360° Customer View — Consolidate customer data from multiple channels to create a complete profile for more personalized engagement
Ratings
G2 – 4.0/5 (1,151)
Capterra - 3.8/5 (413)
Pros
Cons
Clean and unified interface makes it easy to manage customer cases and support interactions.
Workflow automation and SLA tracking help teams stay organized and meet response time targets.
Built-in dashboards and seamless integration with other SugarCRM tools provide a complete view of customer interactions and team performance.
There is a steep learning curve, particularly when setting up custom workflows and advanced reports.
The self-service portal feels limited and could benefit from more customization options for branding and user experience.
The interface can be sluggish when handling large volumes of data, which may impact performance for high-traffic teams.
Pricing Plans
Essentials
Standard
$19/user/mo
$59/user/mo
What’s included:
Account & contact management
Lead & opportunity management
Quote Management
Activity management
Intelligent Account Management
Reporting & analytics
Collaboration & teamwork
Basic support
Everything in essentials, plus:
Pipeline management
Forecasting
Pipeline analytics
Mobility
Omni-channel communications
Business Process Management
Extensibility
Connector for Sharepoint, Google, Dropbox, & Docusign
Support for custom fields
*Mail & calendar integration
Advanced
Premier
$85/user/mo
$135/user/mo
Everything in Standard, plus:
Mail & calendar integration
Case management
Bug tracking
Standard support
*Intelligent lead prioritization
*Revenue Intelligence
*Generative AI
*Sentiment analysis
*Chat & chatbot
Everything in Advanced, plus:
Geo mapping
Enhanced forecasting
2x file managed storage
2x data managed storage
Enhanced support
News feeds
Smart guides
Linkedin connector
💭 Final Thoughts
As artificial intelligence continues to reshape the sales landscape, choosing the right AI-powered CRM is no longer a luxury – it’s a competitive necessity. From predictive lead scoring and intelligent automation to generative content creation and AI-powered insights, today’s top CRMs offer powerful tools that help teams sell smarter, not harder.
Whether you're a startup looking for agility, a consultancy needing smarter workflows, or a growing business aiming to scale customer engagement, there's an AI CRM built to match your goals and budget.
Each platform in this list brings its own strengths, so the best choice ultimately depends on your team's size, workflow complexity, and growth strategy. Take advantage of free trials or demos where available, and test how each solution fits into your sales process before committing.
Investing in the right AI-Native Sales CRM today can help future-proof your sales operations — and give your team the insights, speed, and personalization they need to close more deals with confidence.
Q&A - Recurring Questions About AI Sales CRM
What is the best AI CRM for small businesses?
For small businesses, the best AI CRM depends on your workflow, tech comfort level, and sales process — but here are three standout options:
Breakcold is built for solopreneurs and small teams focused on social selling. It offers AI-powered lead enrichment, engagement tracking, and smart deduplication, making it perfect for LinkedIn and email-based outreach.
Nutshell offers a great blend of AI-powered contact insights and built-in email marketing, making it a strong all-in-one option for small teams with limited tech stacks.
Freshsales provides AI lead scoring, forecasting, and automation in a user-friendly interface that’s scalable and affordable — ideal for small teams looking to grow fast.
Can AI really improve sales productivity?
Yes — AI can significantly boost sales productivity by automating repetitive tasks (like data entry and follow-ups), prioritizing leads through predictive scoring, summarizing meetings and interactions, and surfacing insights that help reps focus on the most valuable opportunities. Instead of spending time on admin work, reps spend more time selling.
Are AI CRMs more expensive than traditional CRMs?
Not necessarily. While some enterprise-level AI CRMs come with premium pricing, many AI features are now available in affordable, SMB-friendly platforms like Breakcold, Zoho, and Freshsales. In many cases, the productivity gains from AI automation more than justify the cost.
How secure is AI in CRM platforms?
Top CRM providers implement enterprise-grade security standards, including data encryption, role-based access controls, and regular compliance audits (like GDPR or SOC 2). AI features are typically built within these secure environments, and most platforms give users control over what data is used for training or automation.
Q&A - Recurring Questions About AI Sales CRM
What is the best AI CRM for small businesses?
For small businesses, the best AI CRM depends on your workflow, tech comfort level, and sales process — but here are three standout options:
Breakcold is built for solopreneurs and small teams focused on social selling. It offers AI-powered lead enrichment, engagement tracking, and smart deduplication, making it perfect for LinkedIn and email-based outreach.
Nutshell offers a great blend of AI-powered contact insights and built-in email marketing, making it a strong all-in-one option for small teams with limited tech stacks.
Freshsales provides AI lead scoring, forecasting, and automation in a user-friendly interface that’s scalable and affordable — ideal for small teams looking to grow fast.
Can AI really improve sales productivity?
Yes — AI can significantly boost sales productivity by automating repetitive tasks (like data entry and follow-ups), prioritizing leads through predictive scoring, summarizing meetings and interactions, and surfacing insights that help reps focus on the most valuable opportunities. Instead of spending time on admin work, reps spend more time selling.
Are AI CRMs more expensive than traditional CRMs?
Not necessarily. While some enterprise-level AI CRMs come with premium pricing, many AI features are now available in affordable, SMB-friendly platforms like Breakcold, Zoho, and Freshsales. In many cases, the productivity gains from AI automation more than justify the cost.
How secure is AI in CRM platforms?
Top CRM providers implement enterprise-grade security standards, including data encryption, role-based access controls, and regular compliance audits (like GDPR or SOC 2). AI features are typically built within these secure environments, and most platforms give users control over what data is used for training or automation.