CRM workflow automation software - AI tools

Financial Cents is an accounting practice management software designed to help firms track client work, automate processes, manage communication, and meet deadlines efficiently.

• Paid
• From 69$

SugarCRM is an AI-powered customer relationship management platform that provides sales automation, marketing automation, and customer service solutions with built-in intelligence for improved business productivity and customer insights.

• Paid
• From 19$

Fyrestone CRM is an intelligent business management platform designed to help busy business owners organize contacts, automate workflows, manage bookings, invoices, and drive growth with ease.

• Paid
• From 9$

WORKetc is a comprehensive cloud business management platform combining CRM, project management, billing, and help desk features into a single solution. Designed to centralize operations, it streamlines collaboration, reporting, and customer engagement for growing businesses.

• Paid
• From 78$

Ergo automates CRM updates, follow-ups, and opportunity revival, helping sales teams streamline workflows, save time, and close deals faster.

• Contact for Pricing

airSlate WorkFlow is a no-code platform that automates document workflows, enabling users to create, route, and sign documents seamlessly while eliminating manual errors and saving time.

• Freemium
• From 399$

Flowtrics is an AI-powered platform designed to automate data, tasks, contracts, and document workflows, enhancing business process efficiency.

• Contact for Pricing

Learners.ai provides advanced CRM solutions, focusing on seamless integration, optimization, and automation to enhance business efficiency and growth across various industries.

• Contact for Pricing

Salesflare is a simple yet powerful CRM designed for small and medium-sized B2B businesses, automating data entry and enhancing sales team collaboration.

• Free Trial
• From 35$

Super Easy CRM is a unified productivity platform that combines project management, contact tracking, and automated workflows, designed specifically for freelancers, bloggers, and small businesses.

• Freemium
• From 10$

Robot of Business provides custom workflow automation solutions to enhance productivity and drive revenue growth. Automate recurring digital processes and streamline your business operations.

• Contact for Pricing

Cflow is an AI-powered no-code workflow automation platform that helps businesses streamline their operations across departments with drag-and-drop functionality, API integrations, and enterprise-class features.

• Free Trial

Salesmate is a modern, flexible CRM platform that combines AI-powered automation with customizable features for sales teams, offering built-in calling, email automation, and comprehensive customer management capabilities.

• Freemium
• From 23$

Cratoflow is a no-code financial workflow platform automating accounts payable, accounts receivable, bank reconciliation, and payments for growing businesses.

• Contact for Pricing

Simbla is an AI-powered no-code CRM platform that creates customized customer relationship management solutions within minutes. It enables non-technical users to build and manage comprehensive business systems including CRM, websites, and customer portals.

• Free Trial
• From 59$

Manifestly is a comprehensive workflow management platform that helps teams organize, automate, and track recurring tasks with powerful features like conditional logic, role-based assignments, and integration capabilities.

• Freemium
• From 7$

Agentin AI utilizes AI agents to automate the Quote to Cash (QTC) process by integrating systems like Salesforce and SAP, reducing manual work and errors.

• Contact for Pricing

Property CRM is a comprehensive CRM software designed for real estate professionals, offering tools for lead management, property listing, and automated workflows to boost sales efficiency and customer engagement.

• Freemium
• From 7$

Osher is a business process automation consultancy that specializes in implementing AI-driven solutions, custom automation workflows, and system integrations to improve business efficiency and productivity.

• Contact for Pricing

DryMerge is an AI-powered automation platform that connects to business apps and automates repetitive tasks using plain English instructions, requiring no coding skills.

• Freemium
• From 25$

ozma.io is an open-source, low-code platform enabling users to build and customize AI-powered CRM and ERP systems quickly. It offers enterprise-level capabilities at an affordable price point.

• Freemium

Hermes AP Automation utilizes AI, RPA, and OCR technology to streamline accounts payable processes, reduce errors, and increase efficiency for accounting teams.

• Contact for Pricing

Univw provides a robust sales CRM platform designed to enhance business efficiency and drive growth for start-ups and small businesses.

• Contact for Pricing
• API

Zixflow is an all-in-one AI-powered platform that enables businesses to manage customer relationships, marketing campaigns, and automated communications across WhatsApp, RCS, SMS, and email channels.

• Freemium
• From 39$

Klipy is a zero-admin sales CRM designed for service businesses, automating data entry, follow-ups, and client context management.

• Paid
• From 49$

Apex offers marketing automation specifically for Webflow users, facilitating the creation of email journeys like welcome series and post-purchase engagement to nurture subscribers and enhance customer relationships.

• Free

Flash Lead provides cloud-based software solutions for sales management, customer support, and engagement to help businesses accelerate growth.

• Free Trial

Datamorf is an AI-powered workflow automation platform designed to streamline data pipelines and automate tasks like data extraction, processing, enrichment, and activation without coding.

• Freemium
• From 9$

Automaited automates document-centric business processes by capturing, validating, and integrating document data directly into your workflows, reducing errors and boosting efficiency.

• Contact for Pricing

Close is a CRM designed for speed and ease of use, offering sales automation and communication tools to help small businesses and startups close more deals.

• Paid
• From 19$