Question: I'm looking for a solution that integrates with popular CRM tools and allows me to manage data on-the-go.

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Klenty

If you want a tool that plugs into widely used CRM software and lets you manage data on the go, Klenty is a good option. Klenty automates sales tasks with AI and sends messages through email, phone, LinkedIn, WhatsApp and SMS. It connects to CRM software like HubSpot, Zoho, Salesforce and Pipedrive so you can keep your sales activity in sync with your CRM data. Klenty also offers good customer support and a secure operation.

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Grain

Another option is Grain, a conversation intelligence tool that can transcribe meetings, record calls and capture other details to help salespeople improve their performance and close deals. It connects to HubSpot, Salesforce and Slack for AI-generated meeting notes and automated CRM updates. It's designed to help other teams besides sales, too, and can help revenue teams and operations teams improve their work.

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Kustomer

If you want a more complete customer engagement tool, check out Kustomer. Kustomer is an all-in-one CRM software package with omnichannel messaging, AI-powered automations and a unified customer profile. It connects to more than 60 other apps and has features like proactive support and business process automation. That means it can help you improve agent productivity and customer satisfaction.

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Zixflow

Last, Zixflow combines CRM, marketing automation and engagement tools to help you manage customers from prospecting to deal closure. It can integrate with AI tools to generate email content and automate workflows. Zixflow also connects to more than 5,000 other apps, and it's got a strong security focus, so it's a good option if you want to keep customer data under your control.

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