Agent Based Crm Automation

Relevance AI offers AI‑powered agents that automate sales, marketing, and support tasks—CRM updates, email drafts, research, lead routing, and ticket resolution—while integrating with 100+ apps, providing secure role‑based access and performance dashboards.

Agentz automates real‑time customer engagement across voice, SMS, web, and social channels. Its drag‑and‑drop flow builder and self‑learning responses handle missed calls, webforms, and inquiries without coding, and it integrates with existing databases and systems.

Salesmate is a cloud‑based CRM that unifies pipelines, marketing automation, and support. AI co‑pilot drafts emails, transcribes calls, and provides contact insights, while automated workflows, ticketing, and integrations keep sales, marketing, and service teams aligned.

Omnichannel AI agents trained on FAQs, transcripts, CRM notes and SOPs automate voice, email, chat and SMS support, sales and scheduling for SMBs, preserving brand tone, integrating with CRM/websites and improving response times and lead capture.

Voice AI platform that builds conversational agents in five clicks, automating support, sales, and billing calls. It integrates natively with CRMs and databases for real‑time actions, supports multi‑OS softphones, and records transcriptions for audits.

Zapier Agents allow users to create AI-powered teammates that automate tasks across 7,000+ apps. These agents streamline workflows by processing leads, managing emails, scheduling meetings, and handling customer inquiries, integrating seamlessly with business data for real-time accuracy.

Ava automates outbound sales, from prospect identification to personalized email and social outreach. It leverages technographic, firmographic, and intent data for tailored messaging, integrates with HubSpot and Salesforce, manages deliverability, and lets teams monitor engagement and hand off quali

CRMChat is a Telegram‑native CRM that unifies lead research, automated outreach, and pipeline management in one dashboard. It supports multi‑account sequences, lead discovery, warm‑up, and integrates with HubSpot or Pipedrive for unified sales tracking.

SalesRobot automates outbound sales by combining LinkedIn and email outreach into a unified workflow. It imports prospects, runs AI‑driven multi‑step drip campaigns, pauses messaging on responses, auto‑replies silence, and integrates with CRMs while protecting accounts with proxies.

OneContact unifies voice, chat, WhatsApp, and social media into a single contact‑center interface, offering real‑time agent assistance, bot automation, sentiment analysis, quality monitoring, workforce optimization, and CRM integration for global scalability.

AgentX is a multi-agent AI platform for building, training, and deploying conversational agents using a no-code visual builder or developer tools, supporting multiple LLMs, RAG knowledge connectors, omnichannel deployment, integrations, analytics, voice, and on-premise options.

Aomni trains AI agents on company data to produce reports and outreach messages. It aggregates contacts from 20+ sources for decision‑maker profiles and emails or LinkedIn messages, integrating with CRMs to cut research time and improve reply and close rates.

Clay is an AI-powered data enrichment and workflow automation platform that enhances CRM hygiene, lead scoring, and prospecting. It integrates 100+ data sources and AI research agents to automate inbound and outbound engagement, optimizing GTM strategies for sales and marketing teams.

AtZ CRM is an AI-driven recruitment software that combines ATS and CRM functionalities, streamlining hiring workflows with automation, smart resume parsing, customizable pipelines, and detailed analytics for efficient candidate management and communication.

BoldDesk centralizes ticketing, live chat, and omnichannel messages into one inbox. An autonomous AI agent handles ~40 % of tickets, while a copilot drafts replies and suggests knowledge‑base content. Built‑in automation updates CRM, processes refunds, and speeds response times.

Salesforce is a cloud CRM that centralizes customer, transactional and engagement data and uses agent-based AI (Agentforce) to automate lead qualification, case resolution, predict outcomes, recommend next-best actions and orchestrate multi-step, industry-specific workflows.

B2B Rocket automates B2B sales outreach with AI‑powered lead generation, a searchable 4B‑data contact database, and multi‑channel communication (email, LinkedIn, WhatsApp, SMS). It validates contacts, manages campaigns via AI agents, and offers analytics dashboards for performance optimization.

Chatbase builds and deploys AI customer support agents trained on business data, integrates with CRMs, Zendesk, Slack and WhatsApp, enables automated workflows, human escalation, analytics, multilingual support, and security controls (SOC 2, encryption).

OneAI’s AI Phone Call Agent automates phone, SMS, and WhatsApp campaigns with an AI‑native dialer, real‑time lead qualification, CRM integration, 5‑second callbacks, and detailed analytics for scalable, compliant sales outreach.

Continual AI Workforce Platform automates 24/7 autonomous agent teams for sales, marketing, operations, and product functions. Agents update CRM, generate anomaly alerts, track competitor releases, and learn continuously to refine performance toward business goals.

Ever Efficient AI offers customized AI automation services including JavaScript and Python development, chatbots, data integration, browser extensions, software builds, and more.

Oliv.ai automates revenue workflows by integrating CRMs, Gong/Clari, email, meetings, calls, and Slack. Built‑in agents provide early risk alerts, coaching, forecast accuracy, data hygiene, and lead prospecting, unifying interaction data into a single source of truth.

AI Agent is a web app that allows users to create customized AI agents to perform specific tasks and achieve goals.

Agent One is a no‑code platform that lets businesses build white‑labeled AI assistants on custom domains. It supports OpenAI, Claude, and Gemini, offers one‑click deployment, real‑time data fetching, API integration, and multilingual analytics.

AI Front Desk centralizes customer communication, answering calls 24/7, qualifying leads, scheduling appointments, and handling web chat, SMS, and voice interactions. It syncs with a CRM, routes tickets, and provides analytics dashboards for efficient lead management.

Instantly.ai is a cold email software that uses AI technology and personalization to increase response rates and drive new business.

Intercom's Knowledge Base Software optimizes self-service support through AI chatbot suggestions, customizable multi-channel assistance, multilingual options, and continuous content enhancement via feedback loops, ultimately improving customer experience and issue resolution efficiency.

Clerk Chat unifies voice, SMS, WhatsApp, and RCS, deploying real‑time agents for lead qualification and appointment scheduling. It integrates with Salesforce, Teams, and Genesys, supports HIPAA/SOC 2 compliance, and enables 24/7 automated outreach through embedded widgets.

Smackdab Solutions is an all‑in‑one CRM that centralizes contacts, scheduling, email marketing, and sales workflows, adding AI-assisted message drafting, call summaries, task prioritization, booking/calendar sync, customizable modules, phone/SMS integration, and gamified task tracking.

Aissist delivers a digital workforce that automates service and sales workflows, offering end‑to‑end reasoning, native integration to major CRM platforms, omni‑channel support, multi‑agent collaboration, enterprise governance, and 65+‑language processing of text, image, video, and voice.

WAPlus is a WhatsApp Web extension that links to HubSpot, Salesforce, Zoho, and webhooks, allowing users to create and update CRM records, schedule messages, auto‑reply, bulk import contacts, and export chats. It also offers real‑time translation and an AI chatbot.

SupportAgent.ai is an AI tool that creates automated draft replies for support agents by learning from previous replies and adapting to the writing style.

AI Outbound Agents by HLX AI BDR enhances outbound demand generation through AI-driven representatives that identify target accounts, personalize communications, manage responses, and integrate with CRM systems, optimizing lead generation and meeting scheduling.

AI Arkitechs consolidates CRM, email automation, scheduling, and social posting into one platform, adding AI chatbots for lead capture and automating tasks such as missed‑call texts, review requests, and data entry, with real‑time analytics for all channels.

Jeeva AI automates sales workflows by identifying and enriching prospects, scoring them for priority, and integrating leads into a unified inbox. It drafts outreach, schedules meetings, and works within Salesforce, HubSpot, and 50+ CRMs to boost pipeline quality.

TaskAGI is a no‑code platform that lets users build, test, and deploy AI agents via a visual workflow builder. It integrates over 1,000 services—CRM, email, e‑commerce—and supports web scraping, data extraction, and real‑time monitoring.

Coldreach automates B2B lead research, personalizes outreach, and engages qualified prospects 24/7 across email and LinkedIn. It captures real‑time buying signals, manages deliverability, and integrates with Salesforce, HubSpot, Slack, and Gong.

Outpost is an AI‑powered CRM that automates routine sales tasks for real‑estate agents and founders. It scores contacts, embeds in email, syncs calendar and tasks, offers a dialer and scheduler, supports custom cross‑app automations, and enables real‑time collaboration.

Reply.io automates personalized cold email and LinkedIn outreach, using AI-driven customization and real‑time B2B contact data. It offers multichannel sequences, inbox‑optimization tools, API integration, and meeting‑scheduling to streamline lead qualification and accelerate sales pipelines.

Enterprise Bot unifies voice, email, and chat into a single AI engine, automating call routing, agent assistance, and self‑service chat. It integrates with CRMs and CCaaS, reduces manual effort, shortens handling time, and maintains security and compliance.

Jasper automates marketing content creation and campaign execution with no‑code interfaces and structured workflows. It embeds brand voice, style, and governance into assets, supports localization, data integration, and performance tracking, enabling scalable, compliant, quality‑controlled content a

Oliv automates revenue operations, integrating CRM and multiple data sources to deliver real‑time risk alerts, coaching, forecasting, and cross‑deal analysis. It centralizes interactions, uncovers deal leaks early, and provides executives actionable insights.

GPTBots.ai provides end-to-end AI solutions for enterprises, enabling intelligent automation across customer service, knowledge search, data analysis, and lead generation. With a no-code AI agent builder, multi-modal interactions, and seamless system integration, it streamlines business operations e

Nextiva AI Customer Experience Platform unifies voice, video, chat, email, and social media into one interface, using XBert to automate routine interactions and route inquiries. It provides assistance, transcription, analytics, and integrates with Salesforce, HubSpot, Zendesk, Teams, and Google Work

BrowserAgent is a browser-based AI automation tool that enables users to create workflows visually without coding. It automates tasks like email summarization and data extraction, enhancing productivity for individuals and teams through easy-to-use templates and real-time monitoring.

Agentmark is an AI tool for marketing agencies that automates ad campaign management across platforms, reduces human errors, provides QA checklists, and enables real-time budget adjustments, enhancing operational efficiency and campaign effectiveness.

Relay.app creates AI agents that automate tasks across apps like Google Workspace, Airtable, Slack, and Asana. Users name an agent, assign skills, design workflows via a visual editor, and refine performance through feedback loops.

Buda AI is a cloud-native workspace where teams build, run, and coordinate specialized AI agents for coding, sales, marketing, and operations. It centralizes agent-driven workflows with automation, integrations, and a marketplace to reduce manual handoffs and scale routine tasks.

Zaia automates support and sales using autonomous AI agents, enabling quick integration with messaging platforms like WhatsApp and Instagram. It features lead qualification, meeting scheduling, and ticket redirection, enhancing customer engagement and streamlining operations.

AsInstant automates key business functions—customer support, lead generation, sales pipeline, and website building—using AI models trained on a company’s data. It syncs with CRM, email, and social platforms, centralizing SMS, email, WhatsApp, and Slack messaging for streamlined workflows.