WINN.AI is an AI-powered sales assistant that automates data capture, CRM updates and playbook tracking. It can participate in virtual meetings, take notes and track playbook conversations in real-time. With automated data capture, automated CRM updates and AI-generated emails, WINN.AI streamlines sales workflows and frees up more time for selling. It integrates with Salesforce and HubSpot CRM and offers Pro and Enterprise plans with more advanced CRM features.
Another contender is 11Sight, which uses AI-powered live video chats to capture and qualify leads. Its AI chatbot captures leads, then hands them off to live chats with sales reps. The company also offers smart lead routing, reduced meeting prep time and coaching and analytics. 11Sight is designed to improve efficiency by reducing no-shows and junk meetings, and it can integrate with a variety of sales tools.
People.ai offers a data platform that automatically captures prospect and customer activity, matching it to CRM records. Its SalesAI module offers generative AI for automating repetitive work and evaluating account and deal health. People.ai integrates with tools like Salesforce, Microsoft Dynamics, Slack and Zoom, and customers include Cisco and Verizon. The platform is geared for data-driven decision making and closing deals faster.
For a full conversational CRM, check out Haptik. It uses Generative AI to handle customer lifecycles across many industries. Haptik offers personalized buying guidance, agent tools to work more efficiently and performance monitoring. The platform spans multiple channels like WhatsApp, Instagram Direct and Facebook Messenger so businesses can capture leads and improve customer satisfaction.