Question: Is there a CRM that automates repetitive tasks and provides a single source of truth for customer journeys?

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People.ai

If you're looking for a CRM that automates mundane tasks and offers a single source of truth for customer journeys, People.ai is a powerful option. It offers a single, unified source of truth to fuel AI-driven insights, automating the capture of prospect and customer activity, and integrating with tools like Salesforce and Microsoft Dynamics. The platform's SalesAI feature automates manual work, scores account and deal health, and offers prescriptive coaching recommendations, resulting in notable improvements for customers like Cisco and Verizon.

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Creatio

Another strong contender is Creatio, a no-code platform for automating enterprise workflows and CRM processes. Creatio lets users build applications and automate complex workflows without coding, and it comes with real-time analytics and reporting tools, AI and machine learning abilities, and a centralized workspace for configuring and deploying AI use cases. Its CRM system spans the entire customer journey, and it's a Leader in Gartner and Forrester research reports.

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Salesforce

Salesforce is another powerful AI-powered CRM platform that unifies marketing, sales and service teams on a single platform. With tools like Einstein 360-degree customer views, AI Copilot for relationship building and Data Cloud for external data connections, Salesforce offers industry-specific solutions and flexible pricing. It helps businesses modernize operations, free up time, cut costs and improve customer satisfaction.

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Kustomer

If you're more focused on customer service, Kustomer is an all-in-one CRM platform that offers tools like omnichannel messaging, AI-powered automations and proactive support. It integrates with more than 60 apps and includes tools to lower support volume, accelerate response times and personalize customer interactions, making it a good fit for businesses of all sizes looking to improve their customer service.

Additional AI Projects

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Octolane AI

Automates CRM processes, predicts customer behavior, and engages with customers to close deals, freeing up time for data-driven decision-making.

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Momentum

Automates sales call analysis, generating actionable insights and updating CRM fields in real-time, freeing up time for high-performing revenue teams.

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Attention

Automates CRM updates, provides real-time coaching, and generates follow-up emails to optimize sales workflow, improve conversion rates, and boost rep performance.

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Forethought

Automates mundane tasks, improves resolution rates, and reduces support costs with AI-driven tools for efficient customer support and enhanced customer experience.

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Dynamics 365

Unifies business data and processes across teams, creating great customer experiences and business agility through AI-infused experiences and low-code tools.

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Freshworks

Automate tasks, minimize manual work, and boost productivity with generative AI, omnichannel support, and codeless automations and workflows.

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Conversica

Automates lead qualification and engagement with human-like conversations, uncovering hidden revenue opportunities and amplifying resources across the customer lifecycle.

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Revenue

Get real-time guidance and automation to improve sales team performance, freeing up reps to focus on higher-value activities.

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Ultimate

Automates over 60% of customer support requests across multiple channels, delivering faster response times, improved efficiency, and personalized interactions.

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SugarCRM

Gain customer and business insights with data-driven predictions, and leverage AI-powered features to flag high-priority prospects and lead scoring.

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Salesloft

Accelerate deal closures with AI-powered buyer signal analysis, automated prospecting, and real-time forecasting, all in one intuitive sales engagement platform.

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WINN.AI

Automates meeting notes and CRM updates, freeing sales reps to focus on closing deals, with seamless integration and real-time playbook tracking.

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Aisera

Automates work across multiple domains, increasing productivity, accuracy, and cost savings with a suite of AI solutions and domain-specific Large Language Models.

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Help Scout

Automates routine tasks, cuts resolution time, and smooths communication with AI-driven features, freeing your support team to focus on more personal, high-value work.

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Oliv

Enhance sales team productivity with AI-driven insights, automating research, meeting guidance, and post-call tasks to close deals more efficiently.

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Aomni

Provides actionable insights and automates strategic workflows for B2B sales teams, centralizing account information from over 100 sources.

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Cresta

Analyzes every conversation to extract insights and best practices, providing real-time guidance and automation to improve contact center operations and drive business results.

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Verloop

Automates customer support with personalized, context-aware interactions, 24/7, using Generative AI technology to improve efficiency and customer satisfaction.

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Automatica

Automates personalized communications, lead qualification, and meeting scheduling to convert website visitors into customers, freeing sales teams to focus on high-value tasks.

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Copy.ai

Automates routine sales and marketing tasks, creating content, prospecting at scale, and enriching CRM data, to scale success without getting bogged down.