15 Best AI CRM Software to Automate Sales in 2026

Most teams evaluating AI CRM tools are not starting from zero.

You already have a CRM, automation rules, reporting tools, and a growing list of AI add-ons. The real challenge is not adding more intelligence, but keeping sales activity and AI outputs in sync as work happens. When that breaks, forecasts drift, and actionable insights arrive too late to matter.

This is where AI CRM tools need to be evaluated differently. Beyond feature checklists, the real test is whether AI updates your CRM as a byproduct of work rather than as an extra step. 

In this article, you will see how AI CRM tools handle task creation and real-time visibility, and what actually matters when choosing one that supports execution.

Summarize this article with AI ClickUp Brain not only saves you precious time by instantly summarizing articles, it also leverages AI to connect your tasks, docs, people, and more, streamlining your workflow like never before. Summarize article

Summarize this article for me please

Want to save even more time? Try ClickUp Brain free

Top AI CRM Software Solutions at a Glance 

Here’s a quick snapshot of the leading AI CRM tools and what each one is best suited for.

Summarize this article with AI ClickUp Brain not only saves you precious time by instantly summarizing articles, it also leverages AI to connect your tasks, docs, people, and more, streamlining your workflow like never before. Summarize article

Summarize this article for me please

Want to save even more time? Try ClickUp Brain free

What Should You Look for in AI CRM Software?

Before diving into capabilities, it’s worth understanding the baseline. A standard CRM implementation typically includes forms for lead capture, as well as views and dashboards to organize contacts and visualize deals.

These features help you manage data, but they still depend largely on manual updates and static insights. Now, let’s look at what AI-powered CRM systems bring beyond this foundation and how they help you move from tracking information to driving real sales process improvement.

• AI-driven lead scoring and prioritization: Uses AI to analyze your past deal outcomes and engagement signals to help your team focus on high-intent prospects and improve client management
• Predictive sales forecasting: Applies machine learning to pipeline and activity data to help you anticipate potential risks more accurately
• Automated data capture and enrichment: Automatically logs emails, calls, meetings, and activities while enriching contact records to keep your CRM reliable without manual effort
• Personalized outreach at scale: Helps you generate emails and follow-ups using AI-driven segmentation and content suggestions that feel relevant to each prospect
• Workflow automation and smart triggers: Automates repetitive sales tasks and triggers actions based on customer behavior or deal stages
• Strong integration ecosystem: Connects seamlessly with email, calendars, marketing tools, and support platforms to sync data and maintain a reliable CRM database

Summarize this article with AI ClickUp Brain not only saves you precious time by instantly summarizing articles, it also leverages AI to connect your tasks, docs, people, and more, streamlining your workflow like never before. Summarize article

Summarize this article for me please

Want to save even more time? Try ClickUp Brain free

The Best AI CRM Software to Choose From Today

To help you decide, we’ve evaluated each AI-powered CRM system on features, strengths, pricing, and user reviews.

1. ClickUp (Best unified platform for CRM, projects, and collaboration)

You already use AI to draft emails and analyze deals, but it operates in isolation. The problem is that your AI tools don’t know your pipeline, and your CRM remains disconnected from real sales activity.

ClickUp solves this by bringing AI and sales execution into one converged AI workspace. AI works directly on your leads, tasks, and follow-ups, using the same data your team updates every day. As deals progress, work updates automatically, and visibility stays intact. This reduces work sprawl and turns AI from a separate layer into a practical part of how you actually sell.

Let’s look at how ClickUp CRM Project Management Software uses AI inside your sales workflow to reduce manual updates and missed follow-ups.

Design a flexible sales pipeline around your deal stages

Start building your CRM in ClickUp that matches how you sell. Each deal becomes a ClickUp Task enriched with Custom Fields like deal value, win probability, account owner, renewal date, and source.

Additionally, define deal stages using Custom Task Statuses, such as Lead, Qualified, Demo Scheduled, Proposal Sent, and Closed, to reflect real buying signals. Then filter to find high-value deals at risk and sort by close date to focus on near-term revenue.

Alongside this, ClickUp Brain, an in-built AI assistant, reduces the manual work that usually follows sales workflows and conversations. When you add meeting notes or deal context, this AI can generate structured tasks with clear titles, relevant subtasks, suggested assignees, and due dates. 

As your pipeline progresses, AI helps prioritize follow-ups based on urgency, workload, and deal stage to help you execute the right actions at the right time.

Automate deal tracking and keep your pipeline up to date

In a CRM workflow, the same actions repeat constantly. ClickUp Automations handle these repetitive steps for you, so your pipeline stays accurate as work happens. These automations are rule-based. You can define the trigger and the action, and ClickUp executes it exactly as instructed. 

ClickUp Super Agents take this a step further. They observe what is happening across your CRM and act autonomously based on your pre-set requirements and guardrails.

An Agent in ClickUp can assign tasks when they see a deal stall and summarize recent activity before a review. It can even notify you when follow-ups are missed or answer questions like “Which deals need attention this week?” using live pipeline data.

Write sales emails and follow-ups faster with AI assistance

Following up consistently is hard when writing emails takes time and context lives across tools. With ClickUp Brain, draft follow-up emails using deal context like stage and last interaction to keep messages relevant. 

You can even generate outreach messages after a demo or refine tone before sending, while staying inside your CRM. Because AI works from live deal data and task activity, your follow-ups stay timely and aligned with what is actually happening in the pipeline rather than relying on generic templates.

Track pipeline health and deal progress at a glance

ClickUp Dashboards give you a single view of how your sales pipeline is performing while showing how your team is moving deals forward. You can track KPIs like total pipeline value, deal value by stage, win rates, close dates, and stalled opportunities.

Plus, AI Cards add context on top of your pipeline data by summarizing progress and risk directly from ongoing sales work. These summaries help you identify stalled deals or uneven workload without reviewing every task or report.

Set up leads and pipelines faster with custom CRM templates

ClickUp offers plenty of free CRM templates that help you get started quickly without designing everything from scratch. A good example is the ClickUp CRM Template, which gives you a ready-made structure for managing leads, contacts, and deal progress in one place.

Get free template

This template comes with preconfigured statuses, Custom Fields, and multiple Views to manage your sales process clearly. You can organize accounts with relevant context and visualize your pipeline without setting up every component manually. 

ClickUp best features

• Streamline lead and request intake: Capture data through custom-branded ClickUp Forms with conditional logic and automatically create tasks with the right fields and owners
• Collaborate in real time across teams: Discuss initiatives and deals through ClickUp Chat on desktop, mobile, or browser, with support for attachments, embedded content, and task links
• Create and manage sales documentation: Draft docs, wikis, SOPs, and proposals with ClickUp Docs that support rich formatting, embedded Google Sheets, comments, and real-time collaboration
• Connect your sales stack seamlessly: Integrate email, Slack, Zoom, and other AI-powered tools with ClickUp Integrations to keep conversations and meetings tied directly to your CRM workflow

ClickUp limitations 

• The wide range of features can be a little overwhelming for first-time users 

ClickUp pricing

ClickUp ratings and reviews

• G2: 4.7/5 (10,900+ reviews)
• Capterra: 4.6/5 (4,500+ reviews)

What are real-life users saying about ClickUp? 

A G2 user says: 

2. HubSpot CRM (Best all-in-one CRM for inbound sales, marketing, and customer service teams)

HubSpot CRM is a cloud-based CRM platform that serves as the core of the HubSpot ecosystem.

The platform automatically updates deal records when related contacts or activities change. Additionally, calendar syncing, real-time activity tracking, and a structured task queue help ensure the next action for each prospect is clearly visible.

The tool also includes the Breeze AI assistant, which uses your CRM data and business context to help you prepare for meetings and create content. 

You can use Breeze to generate emails, blogs, website copy, and social media posts directly inside HubSpot. Then refine and reuse that content across channels to scale sales and marketing efforts without adding extra resources.

HubSpot CRM best features 

• Track and prioritize customer service requests in a shared inbox to keep your team organized and ensure timely responses
• Control and audit access to critical business data by managing user permissions and reviewing activity as needed
• Build and personalize chatbot workflows to qualify leads and trigger follow-up email campaigns using contact data from HubSpot CRM

HubSpot CRM limitations 

• Lead scoring capabilities are not very intuitive and can be difficult to fine-tune
• The sales forecasting tool lacks depth in customization and does not always adapt well to different sales models

HubSpot CRM pricing 

• Free
• Starter: Starts at $20/month per seat
• Professional: Starts at $100/month per seat
• Enterprise: Starts at $150/month per seat

HubSpot CRM ratings and reviews 

• G2: 4.5/5 (13,500+ reviews) 
• Capterra: 4.5/5 (4,400+ reviews)

What are real-life users saying about HubSpot CRM? 

A Capterra user says: 

3. Salesforce (Best enterprise CRM for deep customization and AI-driven analytics)

Salesforce CRM helps businesses handle complex needs while keeping customer data and teams connected across the organization.

The CRM offers a built-in AI layer called Einstein that works directly on your CRM data. It can score leads and opportunities and even surface changes in the pipeline or performance. 

Combined with Salesforce’s generative AI capabilities in Einstein and natural language interaction, users can ask questions in plain language to generate personalized content, draft customer communications, and receive AI-driven recommendations directly within the CRM.

The platform also includes Data Cloud, which combines customer data from different sources into a single data model. This allows you to analyze behavior across channels and keep sales, service, and marketing data in sync.

Salesforce best features 

• Log calls and calendar events automatically and update or create contacts based on real interactions
• Analyze data using CRM Analytics with Einstein and Tableau to forecast outcomes and surface insights directly in dashboards
• Secure data with built-in security, compliance controls, and support for multi-cloud integrations

Salesforce limitations 

• Einstein Activity Capture can be restrictive, as enabling it introduces dependencies where certain features cannot run together at the same time 

Salesforce pricing 

• Free
• Starter: $25/month per seat 
• Pro: $100/month per seat 

Salesforce ratings and reviews 

• G2: 4.4/5 (25,300+ reviews) 
• Capterra: 4.4/5 (18,700+ reviews) 

What are real-life users saying about Salesforce? 

A G2 user says: 

Building a CRM? Watch this video to avoid common mistakes and keep your CRM implementation on track from the start 🎯

4. Nimble (Best relationship-focused CRM for contact-centric sales and social selling) 

Nimble CRM is a relationship-focused CRM designed to keep all your contact information easy to access. Each contact record brings together emails, calendar activity, social profiles, and interaction history in one place to help you have the full context before reaching out to prospects.

Nimble Prospector, a browser extension, works directly within LinkedIn, Twitter, Facebook, Gmail, Outlook, and standard web pages. This allows you to add and update contacts without leaving the page you are on. Nimble then matches and updates social and business data automatically, reducing manual research and helping keep contact records accurate.

When you want to send newsletters or personalized outreach, the tool lets you do it directly from the CRM. The AI helps draft messages and templates using your intent and the context of each contact. With built-in engagement tracking capabilities, you can see what resonates with your leads and refine your outreach over time.

Nimble best features 

• Design online forms from scratch or with templates, and embed them on your website or distribute them through email and social channels to collect leads
• Segment and manage contacts into targeted lists to send group messages and set follow-up tasks more efficiently
• Schedule follow-ups with automatic CRM reminders to stay in touch with important contacts on a weekly, monthly, or custom schedule

Nimble limitations 

• Email structure is not very intuitive and can be difficult for intermediate users to get right

Nimble pricing 

• A 14-day free trial
• $29.90/month per seat 

Nimble ratings and reviews 

• G2: 4.5/5 (1,100+ reviews) 
• Capterra: 4.4/5 (1,800+ reviews)

What are real-life users saying about Nimble? 

A Capterra user says: 

5. Copper CRM (Best CRM for teams working entirely inside Google Workspace) 

Copper CRM works natively inside Google Workspace, allowing you to manage deals and relationships directly from Gmail, Google Calendar, Drive, and other Google apps.

Drag-and-drop pipelines give you a clear view of where every lead stands, while AI-powered flags and alerts help surface deals that need attention. Built-in AI workflow automation allows you to trigger reminders or follow-up emails as opportunities move through stages.

In addition to sales tracking, you can link projects directly to closed deals, avoiding handoff documents and context loss. The tool integrates with Google Docs, PandaDoc, DocuSign, and QuickBooks to manage contracts and proposals in a single workflow.

You also get an AI rewriter that helps you refine emails with a single click. It can help you adjust the tone or improve clarity, so you can quickly polish and personalize messages without rewriting them yourself.

Copper CRM best features 

• Launch dashboards using pre-built templates and customize KPIs to define insights based on your sales needs
• Capture leads from your website or by snapping a photo of a business card, and let the platform automatically create new contacts
• Surface insights with AI flags and drill-down views that highlight deals needing attention and reveal underlying details

Copper CRM limitations 

• The tool’s email automation is limited and does not fully support multi-step, rule-based outbound campaigns

Copper CRM pricing 

• A 14-day free trial 
• Starter: $12/month per seat 
• Basic: $29/month per seat 
• Professional: $69/month per seat 
• Business: $134/month per seat 

Copper CRM ratings and reviews 

• G2: 4.5/5 (1,150+ reviews) 
• Capterra: 4.4/5 (600+ reviews) 

What are real-life users saying about Copper CRM? 

A G2 user says: 

6. Pipedrive (Best sales pipeline CRM for deal tracking and activity-based selling) 

Pipedrive CRM is a sales-focused CRM built around managing deals and everyday sales work. It uses a visual pipeline where you can see every deal and move it through stages to keep track of what needs to happen next.

The built-in AI Sales Assistant helps you understand why deals are won or lost and see how performance changes over time. Using simple prompts, you can also compare progress against goals and forecasts to know where you stand and what to focus on next without relying on spreadsheets.

The tool also lets you manage email directly inside the CRM solution. The AI email writer helps you draft personalized follow-ups, and two-way sync with Gmail and Outlook automatically logs conversations. With customizable dashboards and reports, you can track progress and forecasts without spending extra time pulling data together.

Pipedrive best features 

• Generate sales reports instantly using AI-powered reporting by typing what you need or choosing from built-in prompts
• Detect deal rot by getting alerts when deals stay inactive beyond a defined period
• Track website visitors and identify companies most likely to convert with the Web Visitors add-on

Pipedrive limitations 

• Some users reported that the integration with some accounting programs, like QuickBooks, is lacking or poor

Pipedrive pricing 

• A 14-day free trial
• Lite: $19/month per seat 
• Growth: $34/month per seat 
• Premium: $64/month per seat 
• Ultimate: $89/month per user 

Pipedrive ratings and reviews 

• G2: 4.3/5 (2,800+ reviews)
• Capterra: 4.5/5 (3,000+ reviews)

What are real-life users saying about Pipedrive? 

A Capterra user says:

7. Close CRM (Best CRM for high-volume outbound sales and fast follow-ups) 

If your sales team depends on fast follow-ups and high outreach volume, Close CRM is built for how you work. It’s a sales-first CRM that helps you keep conversations and deals moving without scattered tools.

You can call, text, and email prospects directly from the platform, and every interaction gets logged automatically. It provides an AI note-taking assistant that transcribes meetings and creates summaries to help you capture key details without writing notes.

This AI tool for sales also supports structured outreach through sequences that combine calls, emails, and SMS. You can automate follow-ups across channels and create dynamic lead lists based on real engagement signals, such as recent replies or email opens. This makes it easier to focus on active prospects and prioritize conversations that are more likely to turn into closed deals.

Close CRM best features 

• Prioritize leads with an inbox that surfaces conversations and follow-ups needing immediate action
• Review performance using built-in reports that show sales rep activity and support coaching for the rest of the team
• Define and track actions such as form fills, support tickets, payments, and call outcomes across your sales process

Close CRM limitations 

• Reporting lacks flexibility, especially for team performance breakdowns and activity tracking
• The available filters can feel restrictive and make it difficult to create targeted views

Close CRM pricing 

• A 14-day free trial
• Solo: $19/month per seat 
• Essentials: $49/month per seat 
• Growth: $109/month per seat 
• Scale: $149/month per seat 
• Custom pricing for large teams

Close CRM ratings and reviews 

• G2: 4.7/5 (1,900+ reviews) 
• Capterra: 4.7/5 (160+ reviews) 

What are real-life users saying about Close CRM? 

A G2 user says: 

8. Nutshell CRM (Best CRM for clear customer context and AI-assisted sales conversations) 

Nutshell CRM offers AI to condense large volumes of customer information into short, usable overviews. Its AI timeline summarization feature gives you accurate summaries of People, Company, and Lead timelines with key talking points and past interactions.

When calls are made through Zoom, Google Meet, Microsoft Teams, or Click-to-Call, the AI also generates summaries from call transcriptions. You can share this with your team so everyone has the same context to move deals forward.

The platform also offers different AI agents that support real sales scenarios. For example, the Sales Objections Coach helps you respond to common pushbacks with role-specific suggestions that keep opportunities from stalling.

Nutshell CRM best features 

• Build high-converting landing pages using ready-made templates and attract leads 
• Communicate with website visitors by sending and receiving messages and SMS directly inside Nutshell
• Search a database of over 200 million contacts to find ideal customers and identify the companies and individuals visiting your website

Nutshell CRM limitations 

• Reporting and AI-driven automation options are not as extensive as those offered by more advanced CRM systems
• The system often fails to proactively flag duplicate accounts or people during batch uploads, which can lead to a messy database and wasted time manually merging records

Nutshell CRM pricing 

• A 14-day free trial 
• Foundation: $19/month per seat 
• Growth: $32/month per seat 
• Pro: $49/month per seat 
• Business: $67/month per seat 
• Enterprise: $89/month per seat 

Nutshell CRM ratings and reviews 

• G2: 4.3/5 (1,400+ reviews) 
• Capterra: 4.4/5 (600+ reviews) 

What are real-life users saying about Nutshell CRM? 

A G2 user says: 

💟 Bonus: ClickUp Brain MAX addresses a growing problem in CRM workflows: AI sprawl. Sales and service teams often use separate AI tools for writing emails, analyzing deals, searching past interactions, and automating routine tasks. Brain MAX brings these AI capabilities into one layer that works directly with your CRM data.

It delivers contextual AI across your deals, ClickUp data, accounts, and connected apps, so you are not switching tools or rebuilding context before every follow-up or review. You can search across CRM data and other tools, switch between models like ChatGPT, Claude, and Gemini, and act on actionable insights immediately by creating tasks, drafting emails, generating pipeline summaries, or preparing reports. 

With voice-first features like Talk-To-Text, you can capture deal updates or summarize calls wherever you are, keeping your CRM accurate without slowing down your sales flow.

Download ClickUp Brain MAX on desktop and work faster

9. Monday CRM (Best flexible CRM for managing sales alongside work and operations) 

monday.com CRM gives you a visual workspace where you can customize deal stages and add or adjust columns to shape your CRM. 

The platform includes Sidekick, an AI assistant that supports both sales and operations teams with everyday work. You can use it to write emails and sales pitches to prospects or vendors and pull in external information for lead enrichment or event planning. It also surfaces trends and suggests next steps based on activity.

Since the CRM connects directly with monday.com’s work management tools, you can manage sales and day-to-day work together in one connected system.

Monday CRM best features 

• Integrate your email to automatically log messages and use personalized templates to save time
• Capture data consistently using item creation forms to collect and structure contact and deal information
• Create and manage quotes and proposals directly within the CRM to keep sales documents organized and accessible

Monday CRM limitations 

• Reporting and dashboards can take time to fine-tune if you need very specific metrics, and certain automations or integrations are limited to higher-tier plans

Monday CRM pricing 

• Basic: $18/month per seat 
• Standard: $25/month per seat 
• Pro: $41/month per seat 
• Enterprise: Custom pricing 

Monday CRM ratings and reviews 

• G2: 4.6/5 (1,100+ reviews) 
• Capterra: 4.7/5 (450+ reviews) 

What are real-life users saying about Monday CRM? 

A G2 user says:

10. Apollo.io (Best CRM for B2B prospecting and outbound outreach at scale) 

Apollo.io is a B2B customer engagement platform that brings lead generation and CRM capabilities into a single tool. 

You get access to one of the largest verified B2B data networks, with over 210 million contacts and 30 million company profiles. Using advanced sales intelligence and more than 65 filters, you can narrow down prospects that closely match your ideal customer profile and build targeted lists for outreach and research.

AI capabilities support sales and marketing teams by enriching contact and company data and personalizing outreach at scale. For instance, it assists with writing and refining emails and keeping CRM records updated.

You can also use its customizable scoring engines to rank leads and accounts based on demographic and behavioral criteria to focus on the most promising opportunities. 

Apollo.io best features 

• Find verified emails and phone numbers using the Apollo Chrome Extension and add prospects directly to lists from tools like Gmail, LinkedIn, or Salesforce
• Track campaign performance and future sales trends through live dashboards and analytics
• Sync data bidirectionally with AI-powered CRM platforms like Salesforce and HubSpot to keep records and outreach aligned across systems

Apollo.io limitations 

• Data accuracy can vary by region or role, requiring occasional manual checks

Apollo.io pricing 

• Free 
• Basic: $59/month per user 
• Professional: $99/month per user 
• Organization: $149/month per user

Apollo.io ratings and reviews 

• G2: 4.7/5 (9,300+ reviews) 
• Capterra: 4.5/5 (300+ reviews) 

What are real-life users saying about Apollo.io? 

A G2 user says:

11. Zendesk (Best CRM for teams that need sales and customer support tightly connected) 

Zendesk Sell is a sales CRM within the Zendesk ecosystem that helps you find and act on new opportunities faster. 

It gives reps access to a large prospect database with millions of business and contact records, making it easier to discover new opportunities. You can filter leads by criteria such as industry, location, and job title to build focused lists that match your target accounts.

This sales CRM then helps your team stay consistent with outreach without losing the personal touch. Email sequences and automated tasks let reps follow structured cadences while still tailoring messages to each prospect.

For planning and visibility, Zendesk Sell supports revenue forecasting and deal tracking through pre-built dashboards and customizable reports. Compare your sales metrics right away and use them to guide CRM strategy and team decisions.

Zendesk best features 

• Revive and update old leads and contacts to continue conversations with refreshed contact information
• Bulk enrich existing leads and contacts to update records at scale and save time
• Connect sales and support by integrating Zendesk Sell with Zendesk Support to share data and insights across teams

Zendesk limitations 

• Many useful features and integrations are locked behind higher plans, which can be tough for smaller teams

Zendesk pricing 

• A 14-day free trial 
• Support Team: $25/month
• Suite Team: $69/month
• Suite Professional: $149/month
• Suite Enterprise: $219/month

Zendesk ratings and reviews 

• G2: 4.3/5 (6,600+ reviews) 
• Capterra: 4.4/5 (4,000+ reviews) 

What are real-life users saying about Zendesk? 

A G2 user says: 

12. Freshsales CRM (Best AI-powered CRM for intent-based selling and multichannel engagement) 

Freshsales, built by Freshworks, is a CRM that helps sales teams close deals faster through AI-powered automation and data-driven insights.

You get a clear 360° view of every customer, from past interactions to current deal status, all in one place. This makes it easier for you to reach customers on their preferred channels and continue conversations without losing context.

Freddy AI, the tool’s built-in AI assistant, analyzes real-time customer engagement and historical data to help you prioritize high-potential prospects, showing which opportunities are gaining momentum and which need attention. It can also draft personalized emails and sales sequences and connect them directly to your outreach workflows.

With built-in email, phone, SMS, and chat, your team can communicate consistently and contextually from a single platform.

Freshsales CRM best features 

• Visualize your entire sales process with Kanban-style boards and easily manage stages using simple drag-and-drop deal cards
• Prioritize high-value leads using Freddy AI intent scores and spend your time on prospects who are most likely to convert
• Automate repetitive manual tasks to save time and keep your team productive and motivated.

Freshsales CRM limitations 

• Some users reported that the lead integration from social media platforms is not very smooth, and there is no automatic syncing of leads from ad campaigns across different platforms

Freshsales CRM pricing 

• A 21-day free trial
• Free
• Growth: $11/month per seat 
• Pro: $47/month per seat 
• Enterprise: $71/month per seat 

Freshsales CRM ratings and reviews 

• G2: 4.5/5 (1,200+ reviews) 
• Capterra: 4.5/5 (600+ reviews) 

What are real-life users saying about Freshsales CRM? 

A G2 user says: 

13. Keap (Best CRM for small businesses needing automation, payments, and lead nurturing) 

If you’re running a small business or working as a solopreneur, Keap simplifies lead capture and nurturing for you. Collect lead details through forms and landing pages, then automatically follow up based on where each lead sits in your pipeline. This end-to-end nurture flow helps reduce lead drop-offs and keeps engagement consistent.

You also get an AI-powered content assistant that helps you create emails, follow-ups, landing page copy, and SMS messages within the CRM using your business context. 

Its visual automation builder supports automated workflows across the entire customer journey. This covers lead capture, communication, appointment scheduling, and payment collection, all driven by customer behavior.

Keap best features 

• Schedule appointments directly from the CRM and reduce back-and-forth emails with built-in booking links and automated reminders
• Send invoices and accept payments within the platform to move from deal to payment without switching tools
• Use tagging to segment audiences easily and trigger actions or campaigns based on customer behavior, interests, or lifecycle stage

Keap limitations 

• The invoicing feature in Keap is inflexible and does not handle hourly billing very well 
• There can be occasional inconsistencies when contact data from web forms syncs into the system

Keap pricing 

• A 14-day free trial
• Starts at $299/month

Keap ratings and reviews 

• G2: Not enough reviews
• Capterra: 4.1/5 (1,200+ reviews) 

What are real-life users saying about Keap? 

A G2 user says: 

14. Attio CRM (Best modern CRM for flexible data models and relationship-driven workflows) 

Attio CRM is designed around flexible data models and relationship-driven workflows. You can define your own fields and connect objects using a graph-based structure, which lets you model real-world relationships and track exactly what matters to your business.

The sales software uses AI to simplify complex go-to-market work and turn raw data into something your team acts on. You can uncover detailed company information and identify key decision-makers from records into clear insights.

The tool is built to support real-time collaboration as part of everyday work. You can create reusable templates and write and edit notes together in real time. With features like calendar integration and access from anywhere, this collaborative CRM makes it easy to plan and stay connected without moving conversations outside the CRM.

Attio CRM best features 

• Record and analyze calls using native AI that transcribes conversations and surfaces buying signals or blockers in real time
• Set up nurture and onboarding flows to engage leads early with personalized communication directly inside Attio
• Monitor leadership changes in customer organizations to proactively reach new decision-makers and reduce churn risk 

Attio CRM limitations 

• The system fixes object names like “Companies” and “People”, which limits flexibility when modeling more specialized workflows

Attio CRM pricing 

• Free 
• Plus: $36/month per seat 
• Pro: $86/month per seat 
• Enterprise: Custom pricing 

Attio CRM ratings and reviews 

• G2: 4.4/5 (30+ reviews)
• Capterra: Not enough reviews

What are real-life users saying about Attio CRM? 

A G2 user says: 

15. Zoho CRM (Best cost-effective CRM with strong automation and customization options) 

Zoho CRM, a cloud-based CRM solution from the Zoho ecosystem, helps you manage customer conversations more efficiently. 

Its AI assistant, Zia, works alongside you to handle everyday CRM tasks. You can use simple chat or voice commands to fetch records, update fields, set tasks, generate reports, or check sales forecasts. Zia also spots patterns in your data and suggests the right time to reach out to leads.

The platform includes built-in analytics and business intelligence capabilities to help you understand performance without relying on separate reporting tools. Real-time dashboards and customizable reports show how your pipeline is moving, and forecasting helps you plan with more clarity. 

Additionally, Zoho CRM supports communication via email, phone, social media, and live chat, making it easier to respond to customers on the channels they already use and keep conversations consistent.

Zoho CRM best features 

• Build and enforce repeatable sales processes with Blueprints using a visual, step-by-step flow
• Redesign your CRM interface with the Canvas design studio using simple drag-and-drop controls
• Extend CRM functionality with 1,100+ ready-to-use app integrations across marketing, sales, finance, booking, and communication tools 

Zoho CRM limitations 

• Reminders are delivered only as web push notifications, which makes them easy to miss at times
• Data migration from other CRM systems to Zoho CRM is not always smooth and often requires manual adjustments

Zoho CRM pricing 

• Free 
• Standard: $20/month per user 
• Professional: $35/month per user 
• Enterprise: $55/month per user 
• Ultimate: $65/month per user 

Zoho CRM ratings and reviews 

• G2: 4.1/5 (2,800+ reviews)
• Capterra: 4.3/5 (6,900+ reviews) 

What are real-life users saying about Zoho CRM? 

A G2 user says: 

Summarize this article with AI ClickUp Brain not only saves you precious time by instantly summarizing articles, it also leverages AI to connect your tasks, docs, people, and more, streamlining your workflow like never before. Summarize article

Summarize this article for me please

Want to save even more time? Try ClickUp Brain free

Experience AI-powered CRM Automation With ClickUp

AI CRM tools promise efficiency, but when they live across disconnected systems, they often create more work than they take away. You still need to switch between tools to track deals, update pipelines, and report on performance. That fragmentation slows teams down and leaves gaps between insight and action.

ClickUp brings those moving parts together. It connects your CRM data directly to tasks, documents, chat, dashboards, calendars, forms, and automation. With ClickUp Brain embedded across the platform, you can create tasks and draft follow-ups to keep pipelines accurate and visible in real time. 

Ready to turn insights into revenue with AI CRM? Sign up on ClickUp for free and bring your sales workflows and AI into one place.

Everything you need to stay organized and get work done.

Sign Up Contact Sales