Crm Task Automation
The best 50 Crm Task Automation AI tools - Free & Paid
Explore 50 AI for Crm Task Automation
Motion centralizes task planning, project management, scheduling, meeting transcription, document creation, and workflow automation with AI-driven task extraction, adaptive calendars, automatic project structuring, real‑time dashboards, and seamless integration across major tools.
Free trial
- $1/mo
Crono is a sales automation platform for B2B teams, enabling task automation, centralized data management, advanced analytics, and AI-driven lead generation to enhance productivity and streamline sales processes.
Free trial
GMass extends Gmail’s send limits and automates mass email campaigns with Google Sheets merges. It offers analytics, personalized templates, conditional logic, scheduled sequences, follow‑ups, list hygiene, A/B testing, SMTP and API integration for scalable outreach.
Freemium
JobCopilot automates job search by crawling 500,000+ company sites, auto‑filling applications, generating tailored resumes and cover letters, tracking status, retrieving hiring manager emails, and offering interview, salary, and career advisory modules.
Freemium
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.
Free trial
- $23/mo
DryMerge automatically syncs email, calendar, and call data across 50+ apps—including Gmail, Outlook, Slack, Teams, and major CRMs—to keep contact, deal, and account records accurate and up‑to‑date, reducing manual entry and improving follow‑up.
Subscription
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.
Free trial
- $10/mo
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.
Paid
- $29/mo
Autojob lets users upload a CV and set job preferences, then automatically searches, applies, or offers manual control. It tracks status, filters listings, excludes companies, and provides AI resume tweaks and outreach templates, streamlining hiring.
Freemium
- $20/mo
Automaited automates order processing, customer service, and insurance claims with AI Agent framework. It integrates with ERPs, CRMs, and document storage, classifies and extracts data, achieving up to 100× speed gains and 98.9 % accuracy while meeting ISO/IEC 27001 and GDPR compliance.
Freemium
Terrakotta automates commercial real‑estate outreach by integrating with CRMs and Excel, providing AI call summarization, voice cloning, and AI voicemails. Its property database and Chrome extension deliver owner data, skip‑trace numbers, and enriched market insights for efficient contact.
Freemium
OpenClaw is a personal AI assistant that automates email, calendar, task and chat workflows—clearing inboxes, composing and sending messages, scheduling events, checking reservations, integrating chats and cloud services, with persistent memory, background jobs and developer-friendly self-hosting an
Free
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.
Freemium
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.
Subscription
- $7499/mo
Automagical Apps automates routine Google Workspace tasks with add‑ons that handle Gmail follow‑ups, document‑to‑form conversion, multi‑language translation of Slides and Drive files, and OCR extraction, helping educators, marketers, sales, and operations teams streamline communication and documenta
Free trial
Avoma automates meeting notes and transcription in 75+ languages, creates structured agendas, drafts follow‑up emails, updates CRM fields, scores conversations, and alerts on revenue risks, integrating with major conferencing, CRM, calendar, and collaboration tools.
Free trial
FastTrackr AI is a productivity tool that automates routine tasks via WhatsApp, including meeting scheduling and email drafting. It supports over 50 languages, helping users save time, manage to-do lists, and improve overall workflow efficiency.
Free trial
Automates ERP and EHR data entry through AI‑driven RPA that learns from user demos, captures desktop actions, and runs in the cloud. Handles invoice processing, PDF‑to‑Excel, insurance claims, bulk forms, and Gmail‑to‑Sheets with 99.9% reliability.
Paid
TimeHero automatically schedules tasks and projects across calendars and tools, pulling items from Gmail, Slack, Asana, and 1,000+ apps. It adapts to changes, flags deadlines, tracks time, and delivers real‑time capacity reports for managers.
Freemium
- $5/mo
MetaCRM is an AI-powered web3 tool for customer service & marketing analytics. It harnesses smart contracts and blockchain data to deliver personalized experiences, automated services, and holistic solutions throughout the customer journey, facilitating intelligent decisions and effective marketing
Freemium
Mazaal AI is a browser extension that turns repetitive clicks into command‑driven automation. Using prompts, tools, agents, and workflows, it coordinates actions across 400+ apps like Salesforce, HubSpot, Slack, and Notion, automating tasks such as lead generation, research, and publishing.
Subscription
- $19/mo
Cron AI is an AI-powered tool that generates a cron expression based on user input about desired frequency of execution.
Free
AYCD automates email, browser, and billing tasks: bulk Outlook/Gmail updates, OTP capture, templated mails, CSV exports, anti‑detect browsing, auto‑action recording, card profile management, and SEO keyword tracking for efficient marketing and e‑commerce workflows.
Subscription
- $30/mo
Clinicminds is an AI-driven clinic software and medical record system tailored specifically for aesthetic clinics and MedSpas. It streamlines practice and patient management, offering features like AI-driven record-keeping with the assistant
Freemium
GodmodeHQ automates sales by identifying, sourcing, and verifying leads across Gmail, Outlook, Salesforce, LinkedIn, and web searches. Commands trigger AI agents to build prospect lists, summarize news, draft outreach, extract data, schedule campaigns, and send follow‑ups, streamlining lead research
Freemium
Trevor AI synchronizes tasks and calendar events from Todoist, Google Calendar, Outlook, Microsoft To‑Do, and Google Tasks. Its AI generates schedules, predicts durations, offers focus mode, chat‑based task management, and daily progress reports to improve task completion.
Freemium
Skarbe automates lead follow‑up and qualification for sales teams, capturing contacts from forms, emails, and meetings. It analyzes conversations to identify high‑value leads, suggests next steps, drafts messages, and integrates calendar/email for faster closures.
Freemium
- $8.25/mo
Crafter auto‑generates Jira tickets from PDFs and other documents, extracting key data to create actionable tasks. It provides real‑time project insights, predicts bottlenecks, prioritizes work, and streams updates to Slack, keeping teams aligned.
Freemium
- $9.99
Autojobs is an AI-powered web extension that automates job applications, allowing users to apply in bulk and fill out forms using resume data. It offers a job tracker to monitor application status across platforms like LinkedIn and Indeed.
Freemium
Markprompt automates ticket resolution, email triage, chat, voice support with autonomous agents that reference live data and internal knowledge. It routes inquiries to experts, assists agents in CRM systems, and generates trend reports while ensuring SOC 2, GDPR, and encryption compliance.
Free
Cirql AI automates business operations with over 10,000 workflows, enhancing data entry accuracy, streamlining email management, and personalizing sales automation. It integrates reporting and social media management, significantly reducing manual tasks and improving efficiency.
Free trial
Aismartcube is a low-code AI tool that streamlines automation tasks with a drag-and-drop interface. It offers ready-to-use templates and integrations with large models like ChatGPT, enhancing efficiency across various sectors.
Freemium
AI‑powered meeting assistant that records, transcribes, and summarizes Zoom, Google Meet, and Teams calls, extracting action items and sentiment. It auto‑logs notes into CRMs, ticketing, and project tools, supports 30+ languages, and offers automated follow‑up workflows.
Subscription
- $20/mo
Bulk Apply automates job searches by linking users to multiple portals, matching roles, locations, and types, and auto‑submitting applications with tailored responses from resumes. It tracks submissions, alerts on status, and predicts ATS scores.
Subscription
- $15.99/mo
TinyCommand unifies forms, tables, workflows, AI agents, and email to automate lead capture, data enrichment, and operations. Offers API-powered forms, live-sync databases, no-code workflow builder with human approvals, AI agents, and integrations for end-to-end automation.
Free
Copy.ai is an AI‑native platform that centralizes data, automates workflows, and connects sales, marketing, and operations. Its workflow engine codifies best practices, while copy agents draft outreach, content, and translations. With 2,000 integrations and SOC 2 compliance, it supports enterprise s
Subscription
- $29/mo
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.
Freemium
- $99/mo
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.
Free trial
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.
Freemium
- $7.99/mo
Hammer AI automates lead responses for car dealerships, delivering instant replies and scheduling appointments using dealership rules and inventory data. It integrates with major CRMs and social media lead sources, boosting booking rates and freeing sales staff for closing.
Freemium
Kroolo unifies project management, task tracking, goal setting, and team collaboration in one AI‑powered platform. It automates sprint planning, risk assessment, and workload distribution, offers enterprise search, and integrates with Asana, Jira, Notion, Google Calendar, enhancing data‑driven teamw
Freemium
- $25/mo
Lazycom lets users design landing pages and sales funnels with a drag‑drop editor, AI‑optimized templates, and upsell, downsell, and cross‑sell options. Integrated CRM, real‑time analytics, and email/SMS automation enable personalized, data‑driven campaigns while hosting, security, and speed are man
Subscription
- $5/mo
Emitrr is an AI receptionist and 24/7 virtual employee that manages business texting from your existing number, appointment scheduling and reminders, automated follow-ups and digital forms, integrates with 500+ CRMs, and centralizes multi-location communications.
Freemium
Soon automates workforce management with drag‑and‑drop scheduling, instant auto‑generation respecting labor rules, real‑time intraday adjustments, predictive forecasting, consolidated leave handling, employee self‑service, AI‑powered edits, and a health‑check dashboard for balanced rosters and proac
Momentum AI records sales and customer‑success calls, auto‑generates structured summaries posted to Slack and Salesforce, highlights MEDDIC‑based risk signals, offers AI coaching, SmartClips video snippets, and notifications, integrating with CRMs to reduce listening time and deliver actionable aler
Subscription
- $69/mo
Manifestly transforms SOPs into automated, role‑based checklists with due dates and reminders. It records completion proof via forms, photos, files, and signatures, offering audit‑ready histories, real‑time dashboards, and seamless integrations with Slack, Teams, Notion, Salesforce, Zapier, APIs, an
Free
mdhub automates behavioral health clinic operations—patient intake, provider matching, insurance eligibility, clinical documentation, claim submission, denial flagging, and prior authorization. It consolidates scheduling, EHR, and CRM on a HIPAA‑compliant, SOC 2‑certified platform, reducing billing
Freemium