CRM automation 16

AI meeting bot for automated insights, minutes, and CRM updates. Spoke is an AI meeting bot that auto-extracts meeting insights using AI templates, creating meeting minutes backed up by relevant video clips. It allows users to ask questions and set up custom data extraction, auto-syncing to 25+ apps. Spoke also automates CRM updates, turning conversations into actionable insights with an AI call library. It offers features like data extraction, summarization, autoCRM sync, live assistance, and knowledge base building.

AI platform to aggregate feedback, quantify needs, and accelerate revenue workflows. CustomerIQ is an AI platform designed to aggregate customer feedback, quantify customer needs, and accelerate revenue-driving workflows using AI. It acts as an AI assistant that automatically joins meetings, takes notes, syncs data with your CRM, organizes your inbox, and drafts replies and follow-ups.

AI sales automation platform for prospecting, CRM updates, and GTM workflows Northlight is a native macOS AI sales automation platform that builds personalized GTM agents, workers, and applets for prospecting, outbound engagement, CRM updates, research, enrichment, and cross-tool workflows. It connects with sales and productivity tools such as LinkedIn, Salesforce, HubSpot, Gmail, Slack, Apollo, Clay, Gong, and Calendly. Northlight operates through users' existing accounts and browser sessions, allowing AI workers to perform tasks, request approval before important actions, and run on schedules.

Build AI-powered GTM workflows to find, enrich, and automate leads via natural language. Orange Slice is an AI-powered platform designed to help modern GTM (Go-To-Market) teams build and automate sales workflows using natural language. It allows users to define their ideal customer profile in plain English, find matching leads, and use AI agents to enrich data with live web research. Beyond data collection, it can automate actions such as syncing leads to a CRM, enrolling prospects in outbound sequences, or sending personalized intro emails. The platform treats every data column as an AI agent that can browse the web in parallel to pull specific information like revenue, executive names, or technographic data, all manageable directly through the web interface or via Slack integration.

Truva AI provides AI agents to automate sales tasks, boost sales, and improve customer experience. Truva agents not only guide your users to the right tools, features, and info within your app, but they can also take action on their behalf. This improves your NPS and delivers the experience of a personal account manager for every customer in real-time. Truva AI Boost your sales by up to 25% with Truva's AI agents. We automate tedious tasks like following up on emails, capturing data in your CRM, streamlining your sales processes, and providing coaching so your team can focus on closing deals.

AI sales assistant for call summaries, CRM updates, and follow-up emails. Sybill generates accurate, human-like sales call summaries based on the conversation and the buyer's emotional reactions. Follow up effectively, hit on the precise areas of interest, and say goodbye to taking notes for CRM. Sybill is an AI sales assistant that automates CRM updates, crafts follow-up emails, and provides unparalleled insights from customer interactions.

UK digital marketing agency specializing in lead generation and AI-driven business solutions. The I Need Group is a digital marketing agency in the UK that specializes in lead generation services. They offer advanced lead generation, digital marketing, CRM automation, and AI-driven solutions to help businesses achieve growth. Their services include AI chatbots for lead qualification, CRM integration, SEO, web design, graphic design, and video marketing. They cater to various sectors, including insurance, solar & renewables, financial services, home improvement, and real estate.

AI sales agent automating Salesforce updates, next steps, and deal signals. Katalyst AI is an AI sales agent for teams on Salesforce. It automatically turns calls, emails, meetings, and signals into CRM updates, next steps, follow-up drafts, and account plans, helping enterprise sales reps keep Salesforce current and focus on closing deals.

AI workforce platform for hiring and managing specialized AI employees. Odella is an AI workforce platform that lets businesses hire specialized AI employees or create their own. Each AI employee can have a dedicated secure computer, access approved business systems, browse the web, run code, complete real work, connect to more than 1,000 tools, follow scheduled workflows, and operate under enterprise-grade governance and audit logs. Businesses can use Odella to automate repetitive processes without adding human headcount, while maintaining visibility, permissions, human review controls, and transparent activity histories.

AI meeting assistant for notes, summaries, and insights with privacy and security. Fellow.app is an AI meeting assistant and note taker that transcribes, summarizes, and gathers insights from meetings with human-level accuracy. It supports users before, during, and after meetings, ensuring privacy and security. Fellow centralizes meeting recordings, notes, and summaries, making them accessible only to the right people. It also automates CRM updates and provides collaborative agendas and pre-meeting briefs to enhance meeting effectiveness.

AI-powered platform simplifying sales workflows by automating CRM updates and generating follow-ups. Ctrl leverages AI to simplify sales workflows and tasks by automating CRM updates, generating tailored follow-ups, and facilitating deal execution. It aims to redefine the sales process, reduce busywork, and increase sales by simplifying and automating customer-related tasks, reducing tech stack complexity, and allowing users to focus on high-value work.

Shared platform for deploying AI agents, apps, and business automations Clawnify is a shared platform for deploying AI agents, internal apps, workflows, automations, and company knowledge in one centrally owned workspace. Teams can connect services such as ChatGPT, Claude, Gmail, Slack, WhatsApp, Shopify, HubSpot, Stripe, Google Drive, and Notion to automate business operations. Clawnify supports persistent AI agents, visual workflow building, internal app creation, shared knowledge bases, agent memory, approvals, activity logs, APIs, CLI, and MCP servers. It is designed for industries including marketing, accounting, real estate, property management, sales, healthcare, and field services.

No-code platform for building AI employees and automating business workflows DeskFerry is a no-code AI workforce platform for building AI employees that automate sales, customer support, operations, and back-office tasks. Users describe an automation in plain English, and DeskFerry creates AI agents, connects them to more than 1,500 applications, and runs workflows continuously. Agents can use tools such as Gmail, Slack, HubSpot, Salesforce, Notion, Stripe, Zendesk, and Jira to research information, update records, send messages, qualify leads, manage support tickets, and complete other multi-step tasks. The platform supports multiple AI models, custom skills, scheduling, triggers, knowledge sources, memory, approvals, embedded chat, API calls, and Slack-based execution.

AI assistant for email, scheduling, and CRM automation reachable via email and SMS. Carly AI is an advanced AI agent platform and personal assistant designed to manage professional workflows including email, scheduling, and CRM automation. It operates as an AI executive assistant reachable via email and SMS, eliminating the need for a dedicated app. With over 120 integrations, Carly can handle tasks such as adding leads to HubSpot, performing lead enrichment, conducting research, and managing complex calendar bookings. It allows users to build custom AI agents tailored to specific roles like sales, recruiting, or executive management to act as a virtual 'dream employee' that saves time by handling routine administrative tasks.

AI platform automating tasks between apps and updating CRMs automatically. DryMerge is an AI-powered platform that automates tasks between apps using natural language. It connects apps and automates repetitive tasks, updating CRMs automatically by monitoring email, calendar, and calls to keep them updated with every detail. It integrates with 50+ business apps, including Gmail, Outlook, Slack, and Teams.

Oliv AI automates sales workflows with AI agents, providing pipeline insights and automating CRM tasks. Oliv AI automates everyday workflows connecting sales managers and reps with AI agents. It analyzes over 100 data points to provide insights into the sales pipeline, offering raw insight that drives action. Oliv AI helps prepare for meetings, auto-fills MEDDIC scorecards, sends personalized follow-up emails, and completes CRM tasks automatically.