Question: Can you recommend a CRM that allows me to customize workflows and templates to fit my business needs?

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Attio

If you want a CRM that lets you customize workflows and templates to suit your business, Attio is a good option. Attio has a data-focused approach with powerful templates and blocks that can be customized to create the right workflows for scale. It also has real-time data analysis and reporting, automatic data synchronization, multiplayer collaboration and customizable shortcuts. With four pricing tiers, Attio is good for startups and high-growth companies that need a lot of customization and flexibility.

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Zoho CRM

Another good option is Zoho CRM, which covers sales, marketing and support in one package. It has powerful automation, detailed analytics and customized approaches to customer relationships. Zoho CRM has workflow automation, advanced analytics tools and integration with more than 800 apps. Its dedicated admin panel and developer platform let you customize the experience, so it's good for small businesses and startups.

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Creatio

Creatio is also worth a look, particularly if you're looking for a no-code platform for automating enterprise workflows and CRM processes. It lets users build applications and automate complex workflows without coding, with a CRM system to manage the entire customer journey. Creatio includes real-time analytics and reporting tools, AI and machine learning abilities, and a centralized workspace for configuring and deploying Gen AI use cases. The platform has a marketplace with pre-built apps, connectors and templates, so it's a good adaptable option for businesses of all sizes.

Additional AI Projects

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Salesforce

Unifies marketing, sales, and service teams on one platform, providing a 360-degree customer view and personalized interactions in real-time.

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Salesforce

Unifies marketing, sales, service, and commerce in one place, enabling personalized customer experiences and AI-driven productivity and efficiency.

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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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Airtable

Operationalize data and redesign workflows with AI-driven automation, custom interfaces, and real-time data visualization, all without extensive coding.

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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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Bitrix24

Unifies team operations, sales, and collaboration with AI-powered tools, including audio-to-text transcription, task automation, and text editing, for enhanced productivity.

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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.

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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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Zapier

Automate tasks and workflows across 7,000+ apps with AI-powered technology, customizing your workflow to focus on high-priority business tasks.

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Nintex

Identify and document processes, then automate workflows with AI-driven optimization, connecting people, process, and data for efficient operations.

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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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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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Zixflow

Manage customer relationships from prospecting to deal closure with an all-in-one CRM, marketing automation, and engagement platform featuring AI-driven personalization.

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AITable

Streamline workflow automation with a visual database, connecting to over 6,000 apps, and automate repetitive tasks with customizable forms and AI-driven content generation.

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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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ROI 360

Streamline business operations with a single platform, integrating 50+ applications to reduce expenses and gain strategic insights.

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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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Noloco

Create custom internal tools, client portals, and CRMs in minutes without coding, leveraging integrations, flexible components, and powerful permissions.

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Workato

Automate complex workflows with AI-driven pre-built connectors and accelerators, integrating over 1200 applications to streamline business processes and boost efficiency.

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Relay

Learn and adapt to your data with deep integrations, powerful workflow tools, and AI-driven automation, all in a collaborative and intuitive interface.

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Marketing Cloud Engagement

Delivers personalized marketing and automated journeys across channels, orchestrating every touchpoint for a consistent brand message and unique customer experience.