In today’s hyper-connected world, businesses are under increasing pressure to personalize customer experiences, build lasting relationships, and gain a competitive edge.
That’s where AI-powered CRM software comes in – it allows companies to streamline their customer data management and automate routine tasks, freeing employees to focus on higher-value activities.
But with so many options on the market, how do you know which AI CRM software is right for your business?
In this guide, I’ll explore 7 of the best AI CRM software options available, weighing their pros and cons, and highlighting their unique features to help you make an informed decision.
Whether you’re a small business owner or an enterprise-level corporation, this guide will provide you with the information you need to choose the right AI CRM software for your needs.
The Best AI CRM Software for 2023
Here are my top picks for the best AI CRM Software, comparing each & uncovering the unique features each offers.
Let’s get started.
1. ActiveCampaign CRM.
ActiveCampaign is a leading customer experience automation platform that empowers businesses to build meaningful relationships with their customers.
With its comprehensive suite of tools, ActiveCampaign enables companies to automate their marketing, sales, and customer support processes, ensuring personalized interactions at every stage of the customer journey.
By combining powerful automation capabilities, email marketing, CRM, and machine learning, ActiveCampaign equips businesses with the tools they need to drive growth, engage customers, and deliver exceptional experiences.
Key Features:
- Contact Management: ActiveCampaign CRM provides a centralized database to store and manage all customer information, including contact details, interactions, and preferences. It allows users to segment contacts based on various criteria for targeted marketing campaigns.
- Deal and Sales Pipeline Management: The CRM offers a visual sales pipeline that enables businesses to track and manage deals at every stage. Users can easily view deal progress, assign tasks, set reminders, and collaborate with team members to drive conversions.
- Email Marketing Automation: ActiveCampaign CRM integrates powerful email marketing automation capabilities. Users can create personalized email campaigns, trigger automated responses based on customer behavior, and track email engagement to optimize communication and nurture leads.
- Lead Scoring and Segmentation: The CRM allows businesses to assign scores to leads based on their engagement, behavior, and attributes. This helps prioritize high-value prospects and target them with tailored content and offers for increased conversion rates.
- Customer Support and Help Desk: ActiveCampaign CRM includes features to streamline customer support processes. It enables users to manage support tickets, track customer inquiries, provide timely responses, and maintain a comprehensive customer support history.
- Analytics and Reporting: The CRM provides robust analytics and reporting capabilities to measure the effectiveness of marketing campaigns, track sales performance, and gain insights into customer behavior. Users can access key metrics, generate custom reports, and make data-driven decisions.
Pricing Plans:
- Lite – starting at $9 /month
- Plus – starting at $49 /month
- Professional – starting at $149/month
- Enterprise – starting at $259/month
Get started with ActiveCampaign CRM.
2. Zoho CRM Plus.
Zoho CRM Plus is an AI-powered platform that combines sales, marketing, and customer support capabilities into a single solution.
It is designed to help businesses manage their customer interactions and improve overall customer satisfaction.
The CRM Plus suite includes a range of tools and applications, such as sales automation, marketing automation, customer support, and analytics.
These tools are integrated into a single platform, making it easy for businesses to track and manage customer interactions across multiple channels.
Key Features:
- Lead Management: Zoho CRM allows businesses to track, manage, and nurture their leads, from initial contact to conversion.
- Contact Management: With Zoho CRM, businesses can store and manage all their customer information in one centralized location.
- Sales Pipeline Management: It provides a visual representation of the sales pipeline, allowing businesses to track deals, set goals, and forecast future sales.
- Marketing Automation: The platform offers a robust set of marketing automation tools, including email campaigns, lead nurturing, and lead scoring, to help businesses engage with their customers.
- Customer Service and Support: Zoho CRM includes a helpdesk module for managing customer inquiries, as well as a knowledge base for self-service support.
- Customization: It allows businesses to customize the platform to fit their specific needs and processes, including adding custom fields and workflows.
- Integrations: Zoho CRM integrates with a wide range of third-party tools and applications, including other Zoho apps, email, social media, and more.
- Reporting and Analytics: Zoho CRM provides businesses with detailed reports and analytics on their sales, marketing, and customer service activities, helping them make data-driven decisions.
Pricing Plans:
Zoho CRM comes with a 15-day free trial, you can explore all of Zoho CRM’s features to see if it’s good for your company.
After that, paid plans are as follows:
- Standard: $14 / user/month
- Professional: $23 / user/month
- Enterprise: $40 user/month
- Ultimate: $52 user/month
Learn more: Read my full Zoho CRM Review.
Get started with Zoho CRM.
3. HubSpot CRM.
HubSpot CRM is a cloud-based customer relationship management software that helps businesses manage their sales, marketing, and customer service processes in a single platform.
It offers a user-friendly interface and a suite of tools that streamline customer interactions, automate tasks, and provide insights for data-driven decision-making.
HubSpot CRM is widely recognized for its ease of use, scalability, and robust integrations with other business software solutions.
Key Features:
- Contact Management: Hubspot CRM allows you to manage your contacts and companies efficiently, with complete visibility into your interactions and data history.
- Lead Capture and Management: It offers a range of tools to capture, nurture and manage leads from various sources, such as website forms, email, and social media.
- Sales Tracking and Reporting: Hubspot CRM provides sales team visibility into the entire sales process with real-time data and customizable reports.
- Marketing Automation: This provides an integrated marketing automation platform for businesses to create and manage targeted campaigns.
- Customer Service: Hubspot CRM offers a robust customer service platform, including ticketing, live chat, and call center integration.
- Integrations: It integrates with a wide range of popular tools and technologies, including Google, Salesforce, Zapier, and many more.
- Customization: Hubspot CRM offers flexible customization options, including custom fields, workflows, and data management.
Pricing Plans:
HubSpot CRM offers a free plan, as well as three paid plans: Starter, Professional, and Enterprise.
- The free plan provides basic features for managing contacts and deals.
- The Starter plan costs $40 per month and offers additional features, such as increased email list segmentation, ad management, reporting dashboards, and limited conversational bots.
- The Professional plan costs $800 per month and includes all the features of the Starter plan, plus phone support, content strategies, an SSL certificate, and a blog, among other added capabilities.
- The Enterprise plan costs $3,200 per month and provides all the features of the previous plans with higher-tier options, as well as additional features such as user roles, event-based segmentation, predictive lead scoring, API calls, multi-touch revenue attribution, webhooks, and more.
4. Fresh Sales CRM.
Freshsales is an all-in-one sales force automation solution that offers built-in email, phone, chat, and telephony features to increase efficiency and productivity.
With Freddy AI, it provides insights into deals and predicts revenue with sales forecasting.
Additionally, it offers marketing automation, chat, and telephony features to organize customer information, personalize email campaigns, and find sales opportunities.
Key Features:
- Sales force automation: Freshsales provides a complete suite of features to manage the sales pipeline, such as lead scoring, deal management, and email tracking.
- AI-powered insights: With Freddy AI, Freshsales offers insights into deals and revenue forecasting, providing sales teams with the guidance they need to make informed decisions.
- Built-in communication channels: Freshsales includes built-in email, phone, chat, and telephony features, which enable sales teams to engage with prospects and customers from a single platform.
- Marketing automation: Freshsales also provides marketing automation features, such as email campaigns and lead nurturing, to help marketing teams generate more qualified leads.
- Native CPQ: Freshsales offers native CPQ functionality to streamline the quotation process, making it easier for sales teams to generate and share quotes with customers.
- Mobile app: It provides a mobile app for iOS and Android devices, allowing sales teams to manage leads, deals, and contacts while on the go.
- Integrations: Freshsales integrates with a wide range of third-party apps, such as Google Suite, Mailchimp, and Zapier, making it easy to connect with other tools in your sales and marketing stack.
Pricing:
Freshsales offers four pricing plans:
- Sprout: This is the free plan and includes basic features such as lead, contact, and deal management, as well as email tracking and integration with Google Suite.
- Blossom: This plan starts at $12 per user per month (billed annually) and includes additional features such as lead scoring, multiple pipelines, and basic reporting.
- Garden: This plan starts at $25 per user per month (billed annually) and includes advanced features such as territory management, advanced reporting, and custom roles.
- Estate: This plan starts at $49 per user per month (billed annually) and includes enterprise-level features such as advanced customization, IP whitelisting, and 24/7 support.
Freshsales also offers a free 21-day trial for all of its paid plans, which allows you to test out the features before committing to a subscription.
Learn more: Read my full Freshsales Review
5. monday Sales CRM.
Monday sales CRM is built on top of monday.com Work OS. It is designed to provide business owners and sales teams with a centralized platform for managing all aspects of their sales cycle and customer data.
The software offers complete control over the sales pipeline, enabling users to manage contacts and accounts, streamline post-sales processes, and facilitate sales enablement.
The platform also allows users to create customizable dashboards without requiring any coding skills, which helps them visualize the entire sales process in one place.
Additionally, Monday’s sales CRM integrates seamlessly with other sales tools and applications, ensuring maximum efficiency in completing work.
Key Features:
- Sales Pipeline Management: Monday Sales CRM enables users to manage their sales pipeline effectively, from lead generation to deal closing. Users can customize the pipeline stages, assign tasks and activities, and track progress in real-time.
- Contact and Account Management: The software allows users to manage their contacts and accounts in a centralized place, making it easier to track customer interactions, preferences, and needs. Users can segment their customers based on various criteria, such as industry, location, or deal status.
- Post-Sales Process Management: Monday Sales CRM streamlines post-sales processes, such as invoicing, payments, and delivery tracking. This ensures a seamless customer experience and helps users build long-lasting relationships with their clients.
- Sales Enablement: The platform provides tools for sales enablement, such as document sharing, email tracking, and collaboration features. This helps sales teams to work together more efficiently and deliver better results.
- Customizable Dashboards: Monday Sales CRM offers customizable dashboards that allow users to visualize their sales performance, track KPIs, and monitor progress toward their goals. Users can build their own dashboards without requiring any coding skills.
- Integrations: The software integrates with various sales tools and applications, such as email marketing software, calendar apps, and communication tools. This ensures a seamless workflow and eliminates the need for manual data entry.
Pricing:
Monday Sales CRM offers four pricing plans, starting with a free plan that allows unlimited contacts and pipelines, with no credit card required.
- The BasicCRM plan is priced at $10 per seat per month, billed annually, and includes lead, contact, and deal management, unlimited customizable pipelines, templates, and iOS and Android apps.
- The StandardCRM plan is priced at $14 per seat per month, billed annually, and includes automation, activity management, quotes and invoices, and custom integrations and automation.
- The ProCRM plan is priced at $24 per seat per month, billed annually, and includes sales forecasting, email tracking and automation, customizable email signatures, and advanced integrations and automation.
- The EnterpriseCRM plan is designed for businesses with enterprise-level needs and includes features such as lead scoring, team goals, advanced analytics, and enterprise-scale automation and integrations, along with enterprise-grade security and governance, multi-level permissions, and HIPAA compliance. You’ve to contact them for custom pricing.
6. Pipedrive.
Pipedrive is another powerful customer relationship management (CRM) software designed to streamline and optimize sales processes for businesses of all sizes.
With its user-friendly interface and robust features, Pipedrive helps sales teams effectively manage leads, track deals, and nurture customer relationships throughout the entire sales cycle.
Key Features:
- Lead management: Pipedrive helps you to track leads from the moment they come in, through the sales process, and to the point of sale.
- Opportunity tracking: Pipedrive allows you to track the progress of your opportunities, so you can see which ones are most likely to close.
- Deal management: Pipedrive helps you to manage your deals, from the initial quote to the final payment.
- Reporting: Pipedrive provides a variety of reports that can help you to track your sales performance and identify areas for improvement.
Pricing:
- Essential: This plan is designed for small businesses and starts at $14.90 per user per month. It includes basic features such as lead management, opportunity tracking, and deal management.
- Advanced: This plan is designed for mid-sized businesses and starts at $24.90 per user per month. It includes all of the features of the Essential plan, plus additional features such as custom fields, reporting, and integrations.
- Professional: This plan is designed for large businesses and starts at $49.90 per user per month. It includes all of the features of the Advanced plan, plus additional features such as custom workflows, forecasting, and dedicated account management.
- Enterprise: This plan is designed for businesses with complex needs and starts at $99 per user per month. It includes all of the features of the Professional plan, plus additional features such as custom branding, data security, and compliance.
7. Salesforce Einstein.
Salesforce Einstein is a leading AI CRM software that leverages AI and machine learning to deliver predictive insights and personalized experiences.
The company recently launched Einstein GPT, the world’s first generative AI CRM technology that delivers AI-created content across every sales, service, marketing, commerce, and IT interaction, at a hyper-scale.
With its AI-powered tools, Salesforce aims to transform customer relationship management (CRM) solutions and helps businesses build customer loyalty, retain more customers, and ultimately grow revenue.
Key Features:
- Predictive Analytics: Salesforce Einstein uses machine learning algorithms to analyze large amounts of data and provide predictive insights. It can help businesses identify patterns, trends, and correlations that are not immediately apparent and use that information to make data-driven decisions.
- Natural Language Processing: Salesforce Einstein also includes natural language processing (NLP) capabilities that enable users to interact with the CRM using everyday language. This can help increase productivity by allowing users to ask questions, get answers, and perform tasks without having to navigate complex menus and interfaces.
- Vision: Salesforce Einstein Vision provides image recognition capabilities that enable users to classify and identify images within Salesforce. This can be useful for industries such as retail, where users can use images to identify products or for manufacturing, where users can detect defects in products using images.
- Voice: Salesforce Einstein Voice is a feature that enables users to interact with the CRM using voice commands. This can help increase productivity and efficiency by allowing users to perform tasks without having to manually enter data or navigate menus.
- Automated Machine Learning: Salesforce Einstein also includes automated machine learning (AutoML) capabilities that enable users to build and train custom machine learning models without having to write any code. This can help businesses quickly develop and deploy machine learning models to solve specific business problems.
Pricing:
Salesforce offers a variety of pricing plans for its CRM products, ranging from basic plans for individuals and small businesses to enterprise-level plans for large organizations.
Here’s a summary of the main pricing plans offered by Salesforce:
- Salesforce Essentials: This is the basic plan for small businesses, starting at $25 per user per month. It includes basic CRM features like contact management, lead tracking, and task management.
- Salesforce Professional: This is a mid-level plan, starting at $75 per user per month. It includes more advanced features like custom reporting and dashboards, as well as access to a limited number of custom objects and apps.
- Salesforce Enterprise: This is the highest-level plan, starting at $150 per user per month. It includes unlimited custom objects and apps, as well as advanced features like analytics and enterprise integration.
- Salesforce Unlimited: This is a version of the Enterprise plan that includes unlimited storage, starting at $300 per user per month.
Learn more: Read my full Salesforce CRM Review.
Wrap Up.
There you have it – my list of the Best AI CRM software for 2023. As there are 47 options out there, I’ve condensed the list down to the very best so that you can choose the option that is right for your business.
If you are looking for the best AI Customer Relationship Management Software overall, I recommend you get started with ActiveCampaign CRM.
