7 Best AI CRM Software Tools 2024 (Ranked by Categories)
This article will walk you through the top AI CRM software picks and latest capabilities shaping the future of customer relationship management.
Best AI CRM Software
Here are my top picks for the best CRM with AI:
- HubSpot CRM — Best AI-based CRM software overall
- GoHighLevel — Best for marketing agencies
- Freshsales —Best for sales-centric businesses
- ActiveCampaign CRM — Best for personalized customer experiences
- Pipedrive — Best user-friendly CRM for small to midsize businesses
- Salesforce — Best for large enterprises and scalability
- Zoho CRM — Best AI-powered sales assistant
Managing customer relationships is crucial for business growth, but it can be challenging to keep up. Emails pile up, data lives all over the place, and personalizing interactions at scale seems downright impossible. Just keeping your head above water feels like a full-time job.
But what if your CRM could leverage artificial intelligence (AI) to help? Enter the age of AI-powered CRM.
This new breed of CRM software utilizes machine learning and natural language processing to deliver insights, automate tasks, and provide a smarter, more personalized experience for both customers and companies. AI gives your CRM superpowers.
From predictive lead scoring to intelligent chatbots to tailored content recommendations, AI-enhanced CRMs are primed to transform customer relationships. And the future possibilities are amazing.
But with many options now offering some form of AI, how do you choose the right CRM for your business? What are the stand-out solutions leading the AI CRM charge? And what key features should be on your radar?
Let’s dive in and explore how AI can simplify CRM, unlock growth, and help you focus on building meaningful customer connections.
1. HubSpot CRM
HubSpot CRM has gained a rep as a top choice for businesses of all sizes as an all-in-one customer relationship management platform.
One of its coolest features is the ability to connect different departments — marketing, sales, content, customer service — on one centralized platform.
HubSpot offers the essential CRM basics like:
- Contact and lead management
- Email marketing
- Sales pipeline tracking
- Service ticketing
- And more
But it also brings some sweet AI-powered features to the table that help businesses work smarter and faster.
For example, predictive lead scoring uses machine learning to analyze leads based on behavior and interactions to help focus outreach on high-potential conversions.
Data cleansing minimizes manual maintenance by using AI to deduplicate, log, and enrich contact and company information.
The solution can also seamlessly import spreadsheet contact info as AI maps cells to the most relevant CRM properties.
Conversational bots leverage natural language processing to provide personalized, real-time customer support and answers.
Recently HubSpot launched two new AI-powered tools — the content assistant and ChatSpot AI — to boost marketing, sales, and service.
The content assistant helps teams quickly ideate, create, and share quality content in minutes.
ChatSpot is a conversational CRM bot that uses chat-based commands to accomplish CRM tasks even faster. Want to create a new contact or send emails? Just ask.
These tools build on earlier HubSpot AI investments like conversation intelligence, data enrichment, predictive AI, and content optimization.
With powerful AI capabilities, free plan, and multi-department integration, it’s easy to see why HubSpot CRM is a favorite all-in-one platform.
2. GoHighLevel
GoHighLevel is an all-in-one sales and marketing platform built specifically for agencies.
It’s a solution that does way more than just capturing leads through landing pages, forms, surveys, and calendars.
It also nurtures those leads by automating personalized follow-ups across voicemail, calls, SMS, email, and more.
GoHighLevel offers a whole suite of AI-powered tools specially designed to save agencies time and supercharge their marketing efforts. These tools automate conversations, enhance content, and help you get more done in less time.
First of all, GoHighLevel integrates AI directly into CRM features to simplify contacting and engaging leads across channels.
Another tool is Workflow AI, which uses advanced AI to provide dynamic, tailored responses for different business workflows — from real estate opportunity updates to birthday wishes and restaurant reservation confirmations.
It’s built right into GoHighLevel’s CRM to handle tasks efficiently.
There’s also an AI Appointment Booking Bot that handles automated text convos with prospects to schedule appointments. Integrated with other automations, it ensures quick prospect responses and higher booking rates 24/7.
While GoHighLevel doesn’t have its own AI integrations, it connects to ChatGPT through Zapier. This allows you to create chatbots to engage customers.
The website & funnel builder also uses AI to help craft compelling web copy, like attention-grabbing headlines, subheaders, and call-to-action phrases. This basically eliminates writer’s block and creates high-converting web content.
For social media, the platform’s AI capabilities help create original, engaging posts and graphics to captivate your audience.
Finally, here’s why we selected GoHighLevel as the best CRM for agencies: GoHighLevel white label software lets you fully brand and customize it as your own SaaS software service.
Essentially, they let you transform GoHighLevel into a subscription software product that your agency owns and profits from.
See also our article on best GoHighLevel alternatives.
Since we use this platform in our agency, GoHighLevel offers our readers a 30-day extended trial to get you started.
👉 Start GoHighLevel 30-day trial
3. Freshsales
Freshsales is an all-in-one CRM that brings order to your customer chaos.
This clever system neatly organizes all your scattered customer details into one powerful yet intuitive platform.
So your sales squad can deliver tailor-made experiences to each and every client.
Let’s take a tour of how this sales sidekick streamlines success.
The customer profile page becomes your team’s go-to for complete contact information, deals, accounts, conversations, tasks, meetings, and timeline views of activities.
Freshsales’ AI-based contact scoring helps you easily identify hot leads based on your ideal customer criteria. You can even customize the factors for a perfect fit.
And the insights don’t stop there. Engage leads across channels like email, phone, and SMS directly within Freshsales to build relationships.
Sync up your email to thread conversations right in the CRM for smooth selling. Chat with customers on your website, WhatsApp, and social — no context switching needed.
You can strategically nurture contacts with targeted multi-touch sales sequences based on their engagement so far.
Manage customers across lifecycle stages efficiently with table and Kanban views. Perform batch actions like adding to sequences, tagging, emailing, and field updating to maximize time.
Leverage templates as-is or tailor them to your workflows for super simple automation. Say goodbye to manual repetition and stay focused on closing.
The Visual Sales Pipeline provides at-a-glance deal progression insights so you can spot bottlenecks and fine-tune interactions for faster closes. Customize it to match your unique process.
And when it’s go time, create quotes, proposals, and other customized docs to seal the deal.
For ecommerce needs, Freshworks also offers the Ecommerce CRM Freshmarketer with seamless Shopify and WooCommerce integration built-in.
Finally, track sales performance with reports and dashboards. Analyze pipeline by owner, creation vs close rates over time, and lost reasons.
The iOS and Android mobile apps put all this customer power right in your pocket on the go.
Plus, Freshsales is now free for 3 users.
4. ActiveCampaign CRM
Tired of impersonal, one-size-fits-all customer experiences?
ActiveCampaign CRM is here to help you wow each client with tailored interactions.
This sales and marketing automation all-star streamlines processes so you can focus on crafting top-notch customer journeys. Here’s how it works.
ActiveCampaign collects data on customer online behavior to create personalized messaging based on interests, preferences, and buying habits.
With lead scoring powered by machine learning, ActiveCampaign analyzes engagement and predicts the hot leads most likely to convert.
The AI algorithm also determines the optimal send times for emails and messages to maximize engagement.
Then ActiveCampaign’s AI email marketing sends customized communications to each subscriber automatically based on their interactions.
Beyond brilliant automation, ActiveCampaign is also highly customizable to suit your unique business needs.
And don’t worry about lacking time or resources for CRM success. ActiveCampaign scales with you through thoughtful onboarding and stellar support.
From automated email follow-ups to one-click segmentation to a visual workflow builder and stellar CRM — ActiveCampaign equips you with everything needed to manage leads and clients like a pro.
Track, nurture, convert, and retain customers with this AI-powered automation and customization combo — ActiveCampaign CRM.
👉 Start ActiveCampaign 14 day free trial
5. Pipedrive
Pipedrive is a user-friendly sales CRM designed by reps for reps.
Though a spry young platform, Pipedrive has already hooked over 100,000 businesses worldwide with its sales-centric simplicity. Here’s a look under the hood.
Pipedrive makes constructing streamlined sales pipelines a breeze. Easily set up stages for your products and services, using pre-built templates or fully customizable workflows.
Import deals from spreadsheets or other CRMs, and get automatic reminders and alerts to stay on top of your pipeline without fail.
Forecast with confidence by updating revenue expectations each step of the deal journey.
Pipedrive uniquely leverages AI through its Sales Assistant to provide tailored tips for closing and automating drudgery.
The assistant analyzes your actions, smooths your workflow, tracks engagement, and reminds you of the next steps — an AI-powered sidekick for sales domination.
While Pipedrive doesn’t offer a forever-free version, you can take a generous 14-day test drive to experience the platform.
And pricing starts at just $10 per user monthly — that’s $15 less than the next listed AI CRM software on our list, Salesforce.
For sales teams seeking an intuitive, affordable CRM boosted by AI, Pipedrive promises pipelines and productivity with minimal fuss.
👉 Start Pipedrive 14 day free trial
6. Salesforce
When it comes to heavy-duty CRM for big organizations, Salesforce is the name that comes to mind. Salesforce has made a reputation as a top provider of customer relationship management software.
At its core, Salesforce offers a flexible cloud platform that brings together different business functions — sales, service, marketing, IT — to give everyone a shared view of the customer. This unified approach helps businesses strengthen how they connect with customers and encourages collaboration.
One really futuristic feature is Einstein, Salesforce’s new AI assistant for CRM. Einstein uses generative AI to actually create customized content to help businesses use their CRM better. It gives a sneak peek into where AI is headed.
Einstein acts like your personal assistant, delivering hyper-tailored experiences by generating emails, offers, recommendations, and more — all tailored uniquely to each customer in real time.
It’s amazing how Einstein can embed predictive insights across sales, service, marketing, and more to boost productivity and inform smarter decisions. For example, Einstein could notify a sales rep when a potential lead interacts with a marketing campaign, so they can follow up at the right time.
Einstein also excels at customer service. It gives agents a 360-degree view of all customer interactions to enable more personalized support. Plus, Einstein Bots can take over handling common requests across channels.
For marketing, Einstein provides real-time analytics to customize engagement and make recommendations at just the right moments. And for ecommerce, Einstein can accelerate growth through smart product recommendations and search results based on individual shopper preferences.
At the end of the day, Salesforce offers an end-to-end package that can assist all businesses, if you can afford the products your business needs. With its comprehensive platform, Einstein AI capabilities, and constant innovation, Salesforce is a leader in helping companies connect with customers meaningfully.
However, smaller businesses or those without the team to handle lots of customization may find Salesforce overpriced and too complex.
When budget isn’t an obstacle and the goal is managing relationships at scale, Salesforce and its Einstein AI have no equal. It’s the go-to CRM for large enterprises.
7. Zoho CRM
Scaling your business demands more CRM firepower — from predicting sales to closing deals fast. While it’s a team effort, Zoho CRM’s Zia AI sales assistant offers advanced tools so you can maximize your CRM.
Zia is an intelligent assistant that learns your processes to treat each opportunity equally. It analyzes data with built-in machine learning, delivering actionable insights for smarter decisions.
With lead prioritization, guided selling, and data enrichment, Zia accelerates deal closure. It also provides a consistent customer experience across voice, web, and social channels by combining communications into one seamless conversation.
Zia’s capabilities include:
- Account Planning for a clear view of account activities and discussions.
- Lead Prioritization to rank leads by likelihood to close based on website activity, engagement, and history.
- Guided Selling for data-backed recommendations personalized to each sales stage.
- Predictive Forecasting to accurately estimate sales by applying machine learning to historical data.
Modeled after real-life assistants, Zia makes your team more efficient.
If scaling smartly is your CRM goal, Zoho brings artificial intelligence to your sales process through the power of Zia. An AI-powered sales sidekick for growth.
👉 Start Zoho CRM free trial
AI CRM Final Words
After reviewing these top AI CRM platforms, it’s clear there’s huge potential to transform customer experiences. Each solution showcases how AI capabilities like predictive insights and intelligent automation can take CRM to the next level.
While needs vary, these leading AI CRM picks each bring smart features to the table. Looking at your specific requirements and resources will determine the best option.
But nonetheless, it’s exciting to see how integrating AI promises to revolutionize CRM in cool ways. As the tech keeps advancing, AI will likely become standard in CRM before long.
The key is picking a platform that aligns with your goals and can scale up AI features as they evolve. With options from startups to enterprises, there’s AI-enhanced CRM for any business.
At its core, CRM is about meaningful connections. While AI delivers the smarts, you bring the purpose. Define your CRM vision, then use these transformative tools to build customer bonds beyond your wildest dreams.
