Question: Is there a CRM that can automatically update contact information and provide customizable shortcuts for workflows?

Salesforce screenshot thumbnail

Salesforce

Salesforce is an AI-powered CRM platform with a lot of bells and whistles, including real-time personalized experiences and AI assistant abilities. Its integration with Slack is particularly strong, letting you work on CRM tasks alongside colleagues in the popular chat app. Salesforce offers customizable pricing and a free trial, so it's a good option for companies of all sizes.

Sybill screenshot thumbnail

Sybill

Another good option is Sybill, an AI-powered sales assistant that updates CRM records and drafts follow-up emails. It integrates with Salesforce and Hubspot and offers real-time CRM updates, accurate call summaries and AI-generated emails all designed to make salespeople more productive.

Attio screenshot thumbnail

Attio

If you want a highly customizable CRM, check out Attio. It lets companies create their own workflows, with features like automatic data synchronization, multiplayer collaboration and customizable shortcuts. With its data-centric approach and real-time data analysis, Attio is a good fit for startups and fast-growth companies.

Additional AI Projects

Salesforce screenshot thumbnail

Salesforce

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

People.ai screenshot thumbnail

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.

Attention screenshot thumbnail

Attention

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

Hints screenshot thumbnail

Hints

Automate CRM updates, access sales insights, and manage data with voice and text commands, freeing sales teams to focus on sales, not paperwork.

Creatio screenshot thumbnail

Creatio

Automate business processes and customer relationships with no-code tools, leveraging AI and machine learning to simplify decision-making and workflow optimization.

Revenue screenshot thumbnail

Revenue

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

WINN.AI screenshot thumbnail

WINN.AI

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

Momentum screenshot thumbnail

Momentum

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

Oliv screenshot thumbnail

Oliv

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

Salesloft screenshot thumbnail

Salesloft

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

Clay screenshot thumbnail

Clay

Automatically categorize and update contacts in real-time, receiving smart suggestions to stay in touch and nurture deeper professional relationships.

Swantide screenshot thumbnail

Swantide

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

Conversica screenshot thumbnail

Conversica

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

Apollo screenshot thumbnail

Apollo

Find and prioritize leads with a vast database of 275 million contacts, and automate sales interactions to close more deals and boost revenue.

Freshworks screenshot thumbnail

Freshworks

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

LeadIQ screenshot thumbnail

LeadIQ

Generates pipelines by providing accurate contact data, tracking buying signals, and personalizing cold outreach with AI-generated emails at scale.

Klenty screenshot thumbnail

Klenty

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

SellScale screenshot thumbnail

SellScale

Automates and optimizes outbound sales with AI-generated copy, instant responses, and feedback collection, scaling efficiency and effectiveness.

Reply screenshot thumbnail

Reply

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

Persana AI screenshot thumbnail

Persana AI

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

Clay screenshot thumbnail

Clay

Streamline data enrichment and automate personalized outreach with AI-generated messages, combining 75+ data providers and integrations into one interface.