Artificial intelligence (AI) technology has gained popularity for generating content, automating tasks, and generating data insights quickly in business systems like customer relationship management (CRM) software. The best AI CRM employs advanced analytic algorithms, intuitive chatbots, easy-to-configure workflows, and customizable reporting dashboards. After carefully reviewing multiple software providers that incorporate AI, we found the top nine best AI CRMs:
- Best AI CRM system with AI-powered chatbot tools: Freshsales
- Best free sales intelligence tools: Bitrix24
- Broadest AI capabilities: Zoho CRM
- Excellent for receiving AI sales suggestions: Pipedrive
- Best free AI tools: HubSpot CRM
- Best AI CRM for lead management: Zendesk Sell
- Best for AI analytics features: Salesforce
- Best CRM with AI for content management: ClickUp
- Ideal for auto-generating email content: Capsule CRM
Accelerate business sales growth with Pipedrive's AI-powered features. Close more deals by streamlining your communication and workflows. |
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Best AI CRM Software Compared
Provider | Free Plan? | Our CRM Rating out of 5 | |
---|---|---|---|
$9 | ✓ (up to three users) | 4.74 | |
$49 (up to five users) | ✓ | 4.59 | |
$14 | ✓ | 4.44 | |
$14 | ✕ | 4.32 | |
$15 | ✓ (up to five users) | 4.15 | |
$19 | ✕ | 4.13 | |
$25 | ✕ | 4.07 | |
$7 | ✓ | 4.04 | |
$18 | ✓ | 4.04 | |
Freshsales: Best AI CRM With Chatbot Tools
Pros
- Free plan includes Freddy artificial intelligence (AI) assistant for lead scoring
- Freddy Chatbot tools is available for free and lets users auto-engage web visitors, generate leads, and answer questions
- High usability ratings for operating the communications and AI features
Cons
- Expensive profile enrichment tools
- Most AI-powered features, like data deduplication, deal insights, and next-best actions feedback, require the Pro plan
- Users must be on the Enterprise plan for AI forecasting insights
- You prioritize omnichannel and artificial intelligence (AI) engagement: Freshsales is the best artificial intelligence CRM because it stands out for its multi-functional communication tools that let you engage leads via phone, email, live chat, text, and third-party messenger apps. There’s also the Freddy AI Chatbot for engaging website visitors. The chatbot, as opposed to live chat, lets you answer questions, identify buyer intent, and generate leads without any manual user requirements.
- You need free lead scoring powered by AI: The Freshsales free plan allows up to three users to use this software with artificial intelligence and CRM. In addition to the chatbot tools, the free-forever plan has built-in lead scoring, which uses Freddy AI’s insights to qualify contacts stored in your CRM. It analyzes demographic data and behaviors to identify hot prospects.
- You need affordable forecasting insights: Freshsales does incorporate AI for sales forecasting, which will make suggestions on deals that you can count on closing based on historical data and discovered trends. This capability, unfortunately, requires the Enterprise plan for $69 per user, monthly.
- Alternative: Zoho CRM has the most cost-friendly AI-powered forecasting tools that start at $40 per user, monthly. The most notable AI forecasting tool is powered by Zia, Zoho CRM’s AI, which helps reps determine whether or not a deal will go through.
- You want to make task commands to AI: Freshsales has excellent AI functions for engaging prospects, scoring leads, and getting insights on deals. However, this CRM still lacks a tool for users to make direct commands to an AI bot for data updates, follow-up emails, or other day-to-day tasks of a rep.
- Alternative: HubSpot CRM’s ChatSpot is a conversational AI tool that assists sales managers with delegating tasks. With HubSpot CRM’s AI tool, you can create captivating websites, catchy social media posts, and compelling sales copies to acquire more prospects and nurture leads.
Freshsales Pricing Plan & Overview*
*Pricing is based on annual billing on a per-user monthly breakdown. Monthly billing is available for a higher cost. Freshsales offers a 21-day free trial. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
Our Expert Opinion
Freshsales is the best AI CRM software because its AI functionality is affordable, easy to operate, and has a variety of use cases like lead scoring, data management, and deal insights. The AI chatbot is impressive because of its advanced conversation tool, allowing sales teams to put their website visitor engagement on autopilot. Powered by Freddy, the chatbot can address questions and generate leads for users while analyzing and identifying prospect intent.
Bitrix24: Best AI CRM With Free Sales Intelligence Tools
Pros
- Robust AI scoring capabilities
- Bitrix24’s AI assistant, CoPilot, can assist in chat, feed, CRM, tasks, email, and website texts (available in the free plan)
- Free sales intelligence tools include automatic customer journey tracking and sales intelligent website widget
Cons
- No free telephony features
- AI scoring and analytical reports for ads only available in higher-tiered plans (Professional and Enterprise)
- The CoPilot AI for generating images only activated starting from the Professional plan
- You need robust AI scoring and sales intelligence tools: Bitrix24’s AI-powered lead scoring tool, AI24 scoring, analyzes existing CRM sales data and displays the probability of success for a particular lead or deal. This AI CRM also has free sales intelligence tools like automatic customer journey tracking and a sales intelligent website widget. With this AI tool, sales teams focus efforts on leads who are most likely to close a deal.
- You need free AI tools: Bitrix24’s AI assistant, CoPilot, can write a text, assess an idea, help formulate a thought, and more. This feature is available in the free plan used in chat, email, feed, CRM, and more. It generates responses based on the query and context. Sales teams can streamline AI functionality by specifying what sections CoPilot will be active on the Settings page, under CoPilot preferences, based on their requirements.
- You need an AI CRM with free telephony features: While Bitrix24 has an AI assistant, this CRM doesn’t have any free telephony features, like unlimited calls, call routing, and call transfer. These telephony features, including private branch exchange (PBX) or business phone system integrations, are available in the Basic plan at $49 for five users, monthly.
- Alternative: Freshsales is equipped with a phone channel powered by Freshcaller. This CRM has a built-in phone, inbound caller ID, and the ability to buy local and toll-free numbers worldwide.
- You want a more affordable AI scoring for a CRM: Bitrix24’s lead scoring is available starting in the Professional Plan at $199 per organization, per month, billed yearly. Startups and small businesses with a few users may not find this pricing easy on the budget.
- Alternative: Freshsales’ lead scoring is available in its starter plan at only $15 per user, monthly, suitable for startups and small businesses. Aside from AI scoring, the plan also allows sales reps to automate repetitive tasks and set up automated steps to nurture sales or sales sequencing.
Bitrix24 Pricing Plan & Overview*
*Pricing is based on annual billing on a per-user monthly breakdown. Monthly billing is available for a higher cost. Bitrix24 comes with a 30-day free trial for the paid plans. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
Our Expert Opinion
Bitrix24 is equipped with lots of free AI, sales intelligence, and automation tools, eliminating repetitive sales tasks so reps can focus on lead nurturing to win more deals. These tools are essential in tracking a customer’s journey in the sales pipeline for lead generation and sales performance evaluation. We also love that most CoPilot AI assistant features can be used for free.
Zoho CRM: Best for Broad AI Use Cases
Pros
- Free and affordable plans available
- Powerful Zia artificial intelligence (AI) tool for gaining insights, managing data, and scoring leads
- Chat and call Zia options that let you ask AI questions or place CRM commands
Cons
- Poor product usability ratings
- Zia tool not available until Enterprise plan
- Automated lead scoring through Zia AI gets expensive
- You want broad use cases for artificial intelligence (AI) in your CRM: Zoho CRM has a wide range of use cases for the AI CRM features. Through the AI assistant, Zia, users can make predictions on conversions or forecasts, detect performance anomalies, and obtain recommendations on workflow automations or who to assign records to. Zia can also auto-enrich CRM data, give alerts on competitors, and detect customer intent on emails.
- You need AI command features: In addition to robust AI functions available in the CRM, Zoho offers a simple chat tool to ask Zia questions or make task commands. This enables teams to improve productivity by having AI generate reports, pull CRM records, create and assign tasks, and take notes for them. The feature works as a live chat widget and through voice commands.
- You want cost-friendly AI tools: While Zoho CRM is popular for its free and cost-friendly subscription options, the Zia tool is not available until the Enterprise plan for $40 per user, monthly. Solo entrepreneurs, freelancers, startups, and small businesses needing AI tools may find this plan expensive.
- Alternative: We recommend using Freshsales if affordability is your top priority. This AI with CRM has a free plan for up to three users. The AI chatbot and contact scoring tools are available on the Growth plan for $15 per user, monthly.
- You want a more intuitive interface: Zoho CRM has a somewhat clunky interface that appears outdated as you browse through the different lead, deal, inventory, and service management modules—making it difficult to navigate for new users.
- Alternative: HubSpot and Freshsales are great alternatives for overall product ease of use, and they also offer AI chats and command functions. Individual or solo entrepreneurs, freelancers, startups, and small businesses can save money using these CRMs’ free plans.
Zoho CRM Pricing Plan & Overview*
*Pricing is based on annual billing on a per-user monthly breakdown. Monthly billing is available for a higher cost. Zoho CRM comes with a 15-day free trial for the paid plans. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
Our Expert Opinion
While Zoho CRM doesn’t provide the most affordable AI options, it certainly offers the most use cases. Based on the provider’s Zia feature page, users have over a dozen functions they can perform using the AI tools. The most notable is the assistant, where you can chat with Zia to get answers to questions or perform CRM tasks. Zoho CRM’s Zia also has automation recommendations that can suggest and predesign workflows that you can put on autopilot.
Pipedrive: Best for Receiving Sales Suggestions
Pros
- All artificial intelligence (AI) capabilities are included on the Essential plan at $14 per user
- AI Sales Assistant provides user recommendations and notifications to support sales outreach and customer service performance
- Tons of sales automation for lead, deal, and proposal management
Cons
- Doesn’t offer a free plan
- Project management tools are expensive
- No AI capabilities for content creation
- You want artificial intelligence (AI)-powered sales recommendations: Pipedrive is a sales CRM system that prioritizes lead, deal, and proposal management use cases. The AI capabilities come from its Sales Assistant tool, which acts as a personal sales mentor. It provides tips on how to improve performance, sends user notifications, and updates you on deal statuses and progress.
- You need robust automation in your AI CRM software: In addition to the AI features, Pipedrive is a great option for traditional sales automation tools that use triggers and actions to complete workflows. Teams can use Pipedrive for automated profile enrichment, proposal generation, email follow-ups, and lead assignments to other users.
- You need free AI capabilities: Pipedrive does not offer a free-forever plan and, by default, does not provide teams with free AI tools. While Pipedrive has robust automation tools, expanding businesses wanting AI scoring, content assist, and other AI capabilities may find this CRM inadequate for their needs.
- Alternative: HubSpot CRM and Freshsales are the two best CRMs with free AI functionality. Freshsales’ starter plan includes Freddy AI for lead scoring. HubSpot’s free plan offers AI tools such as an AI content assistant, ChatBot builder, and ChatSpot command tools for efficiently managing sales and marketing tasks.
- You want content support from your AI tools: Because Pipedrive is sales-focused, it cannot incorporate AI in marketing and content management tasks such as auto-generating content ideas, outlines, or drafts for a blog or email message. Sales teams needing lead nurturing and outreaching tools may find this CRM inadequate.
- Alternative: HubSpot CRM offers free content support through its AI content assistant that will produce ideas, plan, and execute blog posts, follow-up emails, or mass email campaigns for its users. ClickUp is another good alternative with AI to handle content creation for any business team, including those outside of sales and marketing.
Pipedrive Pricing Plan & Overview*
*Pricing is based on annual billing on a per-user monthly breakdown. Monthly billing is available for a higher cost. Pipedrive paid plans include a 14-day free trial. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
Our Expert Opinion
Pipedrive is the best AI CRM option for sales teams who need to ensure no task slips through the cracks. The AI Sales Assistant of this CRM is a great mentor and support mechanism for receiving tips, notifications, and task updates throughout all the CRM modules. This allows reps to stay up to date on deals, discover new workflows they can automate, and gain insights on how to bring in more sales.
HubSpot CRM: Best Free AI CRM Software
Pros
- Free plan includes artificial intelligence (AI) content assistant, ChatBot builder, and ChatSpot command tools
- ChatSpot allows users to submit commands to the tool to send email follow-ups, receive updates, generate reports, and update data
- Highly intuitive interface for navigation and easy to operate the AI tools
Cons
- Paid plans get expensive on the higher tiers
- Automated A/B testing on email and landing page content using AI requires the Enterprise plan
- AI for data duplicate management gets expensive
- You want free artificial intelligence (AI) features: HubSpot CRM is one of the top free CRM systems as it comes with unlimited users and all-in-one sales, marketing, and service modules for free. Additionally, while HubSpot employs AI for many of its tools, the free-forever plan comes with an AI content assistant for generating blog or email ideas, drafts, and outlines. Plus, there’s a chatbot builder to help AI engage website visitors.
- You need a responsive AI assistant: HubSpot CRM’s AI tools include generative AI that helps users create websites, sales copies, and social media posts. The AI features include a website generator, AI content writer, meta description generator, and social caption generator. There’s also an AI email writer that generates sales outreach emails, and an AI blog writer that helps in article writing.
- You need more affordable AI tools for data duplication: While HubSpot CRM does have data duplication features that use AI to identify potentially repetitive records, it is not available until the Professional plan, starting at $450 per month. The cost can hurt the budget of solo entrepreneurs, freelancers, startups, and small businesses.
- Alternative: Freshsales, with its Freddy AI tool, can handle duplicate management for just $39 per user, monthly. This is the best AI CRM for startups and small businesses needing other AI capabilities, like AI lead scoring and content generation assistant. With a huge price difference in the plans to use these AI capabilities, Freshsales is a more affordable option.
- You want a more flexible business management solution: HubSpot, specifically its CRM Suite, is great for managing revenue operations through its all-in-one sales, marketing, and service modules. However, this AI-based CRM doesn’t have the flexibility to oversee other functions of a business, such as finance, projects, HR, or product development, since it’s a traditional CRM and marketing automation platform.
- Alternative: ClickUp is the best alternative as it is a work management tool that can be configured through board and data field tailoring to handle all aspects of a business, like sales, marketing, service, finance, and projects.
HubSpot CRM Pricing Plan & Overview*
*Pricing is based on annual billing on a per-month breakdown. Monthly billing is available for a higher cost. Each plan offers a 14-day free trial. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
**Pricing uses the monthly Sales Hub costs for individuals and small teams. The provider also offers Enterprise-level products for larger sales teams and the CRM Suite, which includes sales, marketing, customer service, content management system (CMS), and operations software in one product for a higher price.
Our Expert Opinion
HubSpot CRM has a robust free plan, high usability ratings, and all-in-one sales, marketing, and service capabilities. What makes it even better is that it’s a free AI-powered CRM with its chatbot builder, content assistant, and ChatSpot tools. The ChatSpot features, which combine ChatGPT functions with the CRM, are a game changer and productivity hack for sales users.
Zendesk Sell: Best for End-to-End Lead Management
Pros
- Solid prospecting tool with built-in database for retrieving lead data
- Multi-channel engagement options via phone, text, email, or artificial intelligence (AI) chatbot
- Tons of reporting options for tracking activity, goals, email sequences, and revenue
Cons
- No free plan
- AI tools require third-party integrations; built-in chatbots and intelligence require Zendesk Service, the customer service solution that Zendesk offers at a separate cost
- AI functionality limited to chatbots and third-party CRM analysis
- You want a complete artificial intelligence (AI) CRM for lead management: Zendesk Sell includes prospecting tools used by teams to filter and create lead lists in a database full of contacts. This AI-powered CRM’s lead management system is equipped with lead scoring, deal tracking, and engagement tools to assist with outreach, product and price book storage, and built-in appointment scheduling.
- You need multi-channel engagement tools: Zendesk Sell is one of the best CRMs for communication features. Teams that utilize multi-channel campaigns or conduct direct outreach through various sources can use Zendesk’s telephone, email, and text capabilities. It also integrates with third-party tools so users can engage leads or customers automatically as an AI chatbot.
- You need free AI tools: Zendesk Sell isn’t particularly expensive, but it does not offer any free-forever plan and therefore, no free AI tools. If you have a startup or small business wanting to try AI features, you might find Zendesk Sell not suitable for your sales goals.
- Alternative: HubSpot CRM and Freshsales are our top picks for the best free AI tools. HubSpot offers free-forever CRM tools with AI functionality with an AI content assistant for generating content and a chatbot builder to engage website visitors. On the other hand, Freshsales has built-in lead scoring powered by AI.
- You want an AI CRM for customer support and sales outreach: Zendesk Sell has a sales force automation system that sales teams can use to automate sales-related activities. But if you want an AI CRM with more robust AI features for customer support and sales outreach activities, you’ll need the Zendesk Service platform, a native Zendesk product available at $55 per user, monthly, for five users.
- Alternative: Bitrix24 is equipped with telephony features, including business phone systems or private branch exchange (PBX) integrations, that are available in the Basic plan at $49 for five users monthly. The free plan includes a contact center to connect various communications channels, like email, phone, live chat, and social media to your CRM.
Zendesk Sell Pricing Plan & Overview*
*Pricing is based on annual billing on a per user, monthly breakdown. Monthly billing is available for a higher cost. Zendesk Sell comes with a 14-day free trial. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
Our Expert Opinion
Zendesk Sell is a robust sales CRM and sales force automation system that already integrates AI into its features. With AI chatbot, conversational intelligence, and data analysis tools, Zendesk Sell is a solid CRM with AI features. The most notable use cases are for lead management throughout the entire sales process and leveraging multi-channel communication strategies. You can also supplement Zendesk Sell with its customer service product, Zendesk Service, as a way to generate new business and manage customers using the same provider.
Salesforce: Best for AI Analytics
Pros
- Highly sophisticated Einstein artificial intelligence (AI) tools for deep insights on deals, leads, and performance
- All-in-one solution for sales, marketing, and service management
- AI conversation intelligence shows recommendations to move deals faster and create call transcriptions
Cons
- No free plan and expensive paid plans
- AI features aren’t included in the CRM until the Unlimited plan ($330 per user, monthly)
- Steep learning curve required to get comfortable with the tools
- You want deep intelligence on sales data: Salesforce’s artificial intelligence (AI) capabilities are powered by its Einstein tool. This AI-powered CRM can run countless types of analysis and provide recommendations. Users, for example, can evaluate conversations with leads to find buying signals, identify lead relationships and ideal profiles for referral opportunities, and merge and enrich data records automatically.
- You need to accelerate decision-making: The AI features are excellent for speeding up key decisions. Einstein lets you score leads and deals to see which ones require immediate attention. It also runs predictions for users on produced deals, revenue, and anything else you want to know within your datasets. Finally, Salesforce ensures you have up-to-date information by auto-syncing record, email, and meeting data.
- You need affordable AI features: Salesforce is already an expensive option with no free-forever plan. Plus, the Einstein AI tools aren’t available until the Enterprise plan ($165 per user, monthly), for which you must purchase the add-on separately. Only the Unlimited plan ($330 per user, monthly) allows access to the AI tools automatically.
- Alternative: Freshsales is the best AI CRM at an affordable price with free AI lead scoring. HubSpot also has free AI content assistant and chatbot, while ClickUp and Pipedrive all offer more affordable plans that include AI on the lower tiers.
- You want a simpler CRM system: Salesforce is highly advanced in terms of analytics tools, AI functions, and automation features. There are also tons of modules you navigate through, along with a wide range of tool extensions and integrations. As such, the platform demands a steep learning curve, even for users familiar with CRM systems.
- Alternative: Both HubSpot and Freshsales are notable for user-friendliness and intuitive platform navigation because of their straightforward and easy-to-use interface. HubSpot has a simple AI CRM that comes with an intuitive interface and minimal learning curve. In the same way, the Freshsales user interface has an intuitive display.
Salesforce Pricing Plan & Overview*
*Pricing is based on annual billing on a per user, monthly breakdown. Salesforce offers a 30-day free trial on paid plans. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
Our Expert Opinion
Salesforce is the most advanced analytics and reporting CRM platform on this list. Incorporate Einstein AI, and the product looks like it’s from the future: Users can run predictions, interpret conversations, score opportunities, enrich profiles, and sync data automatically. We also love how Einstein acts as an assistant and makes recommendations on how to close the deal and which leads to pursuit based on relationship mappings with current customers.
ClickUp: Best AI CRM for Content Management
Pros
- Artificial intelligence (AI) tools are available on the Unlimited plan
- A complete work management system that can be tailored to any business function and incorporate AI for content management
- Solid free-forever plan with workflow automation and email access
Cons
- Not designed as a traditional CRM system; users must create their boards from scratch or through premade templates
- Tough system to navigate with many software modules and tools
- AI capabilities limited to content creation, editing, and summarizing
- You need an affordable business management solution: ClickUp is a CRM alternative that can be tailored into a CRM by designing spaces and items accordingly. That said, you can use ClickUp to manage all business functions, such as sales, marketing, service, engineering, special products, and financial functions. It is overall affordable, has a free plan, and includes AI for $7 per user, monthly.
- You want to use AI for content management: ClickUp’s AI Assistant is used for automating content management. It lets you generate, outline, edit, or summarize written content hands-free. Because of its flexibility, users can apply the tool for any functional need. For example, a sales rep can ask it to write a prospect email, an engineer to generate a model schema, or a project manager to create a statement of work.
- You prefer a traditional CRM: Since ClickUp is a work management tool, you’ll need to do lots of tailoring and setting up before you can use the platform as a CRM system.
- Alternative: Freshsales and HubSpot CRM are solid traditional CRMs that offer affordable, high-quality AI features in the platform. Freshsales is the best AI CRM for its lead scoring and advanced conversation tool that allows you to place your website visitor engagement on autopilot. HubSpot, on the other hand, is a free AI-powered CRM with a content-generating AI tool to help boost productivity.
- You need more expansive AI capabilities: ClickUp is not ideal if you want other AI functions like task commands or advanced intelligence on your CRM data. Its assistant tool is limited strictly to writing, outlining, editing, and summarizing content.
- Alternative: Zoho CRM is the best AI CRM in terms of broad use cases—offering over a dozen sophisticated functions like predictions, data enrichment, performance recommendations. It has predesigned workflows for autopiloting sales activities like assigning lead records to sales reps. Its AI bot, Zia, can also answer questions, recommend next steps, and perform CRM tasks.
ClickUp Pricing Plan & Overview*
*Pricing is based on annual billing on a per-user monthly breakdown. Monthly billing is available for a higher cost. ClickUp comes with a 14-day free trial. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
Our Expert Opinion
ClickUp is the best CRM with AI for content management that allows users to generate, outline, edit, and summarize written content. Teams can automate the drafting process for reports, emails, and articles, plus leverage AI for improving content, creating outlines, and even summarizing lengthy drafts. Specifically, sales reps can use an AI CRM’s toolkit for automating lead scoring, deal management, prospect follow-ups, and more to close more deals.
Capsule CRM: Best for Auto-writing Sales Emails
Pros
- Free plan available that includes artificial intelligence (AI) content assistant, which helps craft and optimize sales emails
- Built-in project and task management
- Great opportunity management features
Cons
- Users are restricted to 10 AI content “assists” on the Free and Professional plans
- AI capabilities are limited to helping with email content
- Bare-bones free plan only allows 250 contacts
- You want to use artificial intelligence (AI) for email: Capsule CRM offers an AI content assistant tool to help reps quickly produce quality email messages. It works from the “compose email” page in a contact record by prompting the users on what they want to write about, the length, and the tone. Once set and commanded, the AI tool drafts the email content, which can be directly inserted into the message.
- You need built-in project management: In addition to great sales tools and the AI content assistant, Capsule CRM is one of the few products on this list with built-in project management. This allows you to oversee client deliverables or special team projects in the same system you manage leads and close deals.
- You need more contact capacity on your free plan: While Capsule CRM does offer a free-forever plan, it is bare-bones in that you can only store up to 250 contact records.
- Alternative: HubSpot CRM’s free plan is robust and allows up to 1,000,000 records in its database, without expiration dates or time limit. Additionally, sales teams can enjoy unlimited data to an unrestricted sales activities and pipeline management, like prospecting, lead validation, and performance tracking.
- You want broader AI features in your CRM: Capsule CRM is limited because the AI function can only handle content creation, specifically email content. It also limits the number of email “assists” you get during the subscription period to 10 or 1,000, depending on the plan.
Capsule CRM Pricing Plan & Overview*
*Pricing is based on annual billing on a per user, monthly breakdown. Monthly billing is available for a higher cost. The paid plans offer a 14-day free trial. Pricing reflects pricing info available at the time of publishing. While we update pricing information regularly, we encourage our readers to check current pricing here.
Our Expert Opinion
Capsule CRM is an excellent tool for deal management and tracking sales opportunities. These features are well-supplemented with its AI content assistant, included in the Free plan, for auto-generating email messages for sales reps. The platform also performs well in usability ratings for commanding the AI tool, operating the other features, and navigating the system interface.
How We Evaluated the Best AI CRM Software
We have evaluated the best CRM for AI software programs by carefully reviewing each platform’s AI features and broad use cases. For instance, AI tools with only content writing capabilities would not score as high as those that can also make sales predictions, automate workflows, and complete sales tasks for users. Additionally, we wanted to see the providers offer AI and CRM capabilities for an affordable price and ensure the tools are easy to use.
The tabs below provide insight into our comprehensive evaluation process of the best CRMs with AI features:
25% of Overall Score
Since it is assumed each of these CRMs has AI capabilities, we first looked at general features crucial to CRM software regardless of specialty or use case. Customizable modules, a mobile app, and extensive third-party integrations, for example, are vital attributes of any CRM AI software. We also wanted to see robust analytics and reporting features that may or may not be powered by an AI tool.
20% of Overall Score
Niche and advanced features specifically looked at AI capabilities and how they can be applied to a business operation. Use cases like AI-assisted lead scoring, forecasting, content management, chatbot building, and task assignment are all great examples of how a CRM could deploy this technology.
15% of Overall Score
We assessed the cost of accessing the CRM’s AI features. Additionally, we determined whether the CRM providers offer free-plan options or foundational tools and scalable paid plans. Lastly, we evaluated each CRM provider’s billing flexibility and whether users could save by subscribing to an annual plan.
15% of Overall Score
When we assessed the best AI CRMs, we used this metric to describe how users can easily navigate and use the features of a solution. We evaluated the ease of use of the providers in terms of built-in templates, automation, onboarding, ease of setup, and scalability.
15% of Overall Score
Extensive customer support allows users to get the best possible experience while operating their CRM tools. We evaluated this in terms of channel availability through phone, email, or live chat and the hours of operation you could reach a service member. We also assessed whether the provider offers self-service options like a CRM knowledge base, user forums, and product guides.
10% of Overall Score
We had firsthand experience using these AI CRMs. We also evaluated what actual users are saying based on verified online reviews. These criteria allowed us to see how subscribers felt in terms of value for the price paid and how useful the AI features are to their business. This also allowed us to understand the solution’s ease of use in terms of navigation, operation, and CRM system setup.
Frequently Asked Questions (FAQs)
Yes. Most customer relationship management (CRM) systems already have built-in artificial intelligence (AI) models, while some need integration with AI software to access its AI functionalities. With AI in CRMs, sales teams can automate workflows, generate content, customer responses, and data insights faster than using CRM without AI. Many CRM providers, like Freshsales and HubSpot, have built-in AI assistants that don’t need third-party app integrations.
The CRM with the best AI will ultimately depend on what you’re looking for. Freshsales’ Freddy AI Chatbot helps sales teams identify buyer intent and generate leads automatically. The built-in lead scoring uses Freddy AI Insights for hot prospecting, making Freshsales the best AI-powered CRM platform. While Freshsales has a superb AI assistant, HubSpot also provides AI in many aspects of business operations, including content management.
The top CRM is Freshsales with its robust AI capabilities. Aside from its chatbot tools for lead nurturing, the free plan has built-in lead scoring. This feature utilizes Freddy AI Insights to qualify contacts stored in the CRM and analyzes demographic data and behaviors to determine hot prospects. Freshsales also has omnichannel communication tools and automated lead scoring, landing it at the top spot for number one CRM with AI.
Bottom Line
The best AI CRM software allows users to complete mundane tasks and gain intelligence on their data without any manual requirements. Freshsales is the best AI CRM system for its robust AI capabilities, which automate sales operations like omnichannel contact management tools and lead scoring. Though we ranked Freshsales as the best AI CRM, other products could be a better fit depending on your use case requirements, budget, and user experience standards.