Agent Based Crm Automation

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.

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.

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.

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.

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.

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.

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.

Leader CRM automates lead capture and contact enrichment from calls, messages and calendar events, extracting caller details, social profiles and recent news. In-call actions, scheduling and proposal automations, integrations and AI insights streamline follow-ups and prioritize leads.

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.

Recruit CRM is an AI‑powered ATS and CRM for recruiters. It enables natural‑language candidate search, imports profiles via a Chrome extension, automates outreach, posts to 5,000+ job boards, visualizes pipelines with a kanban board, delivers analytics, GDPR compliance, and mobile access.

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.

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.

SuperAGI consolidates AI-native apps and agents for sales, marketing, support and operations, combining CRM, AI-driven prospecting, real-time data enrichment, multichannel outreach, meeting notetaking, workflow automation, analytics dashboards and APIs for integrations.

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.

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.

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).

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.

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

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.

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.

Lightfield.app is an AI-native CRM that auto-captures all customer interactions and builds continuous account context. It generates pipelines, drafts outreach, and scores accounts to reduce manual data entry and prioritize sales actions.

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.

Agent.ai is a platform that connects users with a marketplace of over 1,261 AI agents for hiring and task automation. It enables company research, customer profiling, and agent discovery through search and filtering.

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.

Celebrity Agent uses predictive analytics and MLS, title, and CRM data to surface high‑intent seller and off‑market leads, automate event‑triggered omni‑channel outreach (direct mail, email, SMS), and manage concierge workflows and pipeline reporting.

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.

RealAssist AI automates follow-ups via personalized SMS and calls, utilizes an AI voice agent for seller interactions, and offers a one-click contract generator. It includes deal analysis features and a comprehensive dashboard for streamlined real estate wholesaling.

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.

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

DataRobot is an enterprise agent workforce platform for building, deploying, and governing production-grade AI agents across on-prem, hybrid, and cross-cloud environments, offering blueprints, integrations, compute orchestration, observability, security controls, and governance tooling.

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.

BotPress is a platform for building and managing AI agents that power contextual, stateful conversations. It features an Agent Studio for rapid creation and supports extensive integrations, knowledge bases, and custom code for automation across various industries.

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.

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.