Question: Can you recommend a CRM that offers customizable templates and AI-generated variables to streamline my sales process?

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Salesforce

If you want a CRM that lets you customize templates and add AI-generated variables to speed up your sales process, Salesforce is a top option. The AI-infused CRM service spans marketing, sales and service teams on a single foundation, with Einstein, an AI-powered assistant for relationship building and content creation. It also includes AI Copilot, Data Cloud and Tableau Pulse for personalized experiences and AI-powered insights. The company offers industry-specific packages, customizable pricing and a free trial to help companies modernize and improve efficiency.

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Salesforce

Another top contender is Salesforce, which connects sales, service, marketing, commerce and IT. It offers a customizable sales foundation that adapts as your business grows and includes modules for marketing to attract leads and fine tune campaigns. The service module integrates with Slack for better productivity and includes tools for dynamic email marketing and sophisticated sales processes. The Starter Suite at $25 per user per month is good for small businesses, but the Pro Suite at $100 per user per month offers more customization and automation.

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Attio

If you want something highly customizable, check out Attio. This CRM service lets companies create their own custom CRM foundation with powerful templates and blocks to optimize workflows. It also includes real-time data analysis, automatic data synchronization and multiplayer collaboration. Attio offers different pricing plans to suit businesses of all sizes, so it's a good option for startups and high-growth companies.

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Salesmate

Last, Salesmate is a flexible CRM designed to improve sales team productivity with automation abilities and a customizable interface. It includes an automation suite, email campaigns and Sandy AI, a sales rep co-pilot. The service also integrates with third-party services like Google Apps, Microsoft Apps and QuickBooks, and offers a 15-day free trial to help you improve sales performance and collaboration.

Additional AI Projects

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Salesforce

Empower your team with AI-driven insights to close deals faster, and manage all customer relationships in one place with a complete CRM platform.

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Salesforce Einstein

Unlock personalized customer experiences and boost productivity with AI-infused tools for sales, marketing, customer service, and commerce, grounded in customer data.

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Simbla

Build a customized CRM in minutes with AI-powered generation, tailored to your business needs without requiring technical expertise.

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Vtiger

Unify marketing, sales, and support teams with a 360-degree customer view, streamlining operations and driving business growth.

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Pipedrive

Streamline sales workflows with customizable pipelines, automated lead nurturing, and real-time sales metrics to boost productivity and close more deals.

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Persana AI

Combines 75+ data sources with AI triggers to find, enrich, and personalize leads at scale, leading to more meetings and revenue.

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Salesforce Commerce Cloud

Unify commerce experiences with AI-powered automation, insights, and workflows to transform customer touchpoints and drive revenue growth.

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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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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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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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People.ai

Provides a single source of truth with accurate data, automating GTM activity capture and matching to enable data-driven sales decisions and faster deal closure.

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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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GetSales

Automates B2B sales processes with 1-to-1 personalization, combining customer data, omni-channel automation, built-in CRM, and analytics for optimized outreach.

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Kustomer

Unifies customer data across touchpoints, automates routine tasks, and anticipates customer needs with AI-driven insights to deliver personalized support.

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Scratchpad

Automates sales workflows, providing real-time pipeline visibility and collaboration tools to help reps and managers close deals more efficiently.

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Amplemarket

Automate sales processes from lead generation to conversion with AI-powered features like buying intent signals, personalized cold messaging, and email productivity tools.

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ActiveCampaign

Supercharge marketing automation with AI-driven insights, personalizing customer experiences across multiple channels and integrating with 900+ tools.

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Klenty

Automates sales outreach across multiple channels, personalizing interactions and identifying ideal prospects with AI-driven intelligence and data enrichment.

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Reply

Automate sales outreach and lead generation through multichannel campaigns, AI-powered SDR agents, and personalized engagement, boosting sales efficiency and effectiveness.

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Swantide

Automate CRM workflows, debug problems, and answer questions with AI-powered tools, reducing manual labor and accelerating Salesforce setup and adoption.