Top AI Tools for CRM Managerš„
Table of Contents
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Ortto is a comprehensive platform that unifies customer data, marketing automation, and analytics. It offers AI-powered marketing automation and a range of features including email marketing, SMS marketing, push notifications, live chat, and more.
Pricing:PaidKey Features:- Email marketing
- SMS marketing
- Push notifications
- Live chat
- Inbox
- Knowledge base
- In-app messages
- Popups, forms & surveys
- Lead scoring
- Security & privacy
- Integrations
Use Cases:- Engaging audiences across the customer lifecycle
- Understanding customer data
- AI-powered marketing automation
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Swyft is an AI-driven tool designed to streamline CRM data management by automatically capturing and updating Salesforce data post-sales calls, boosting productivity and pipeline accuracy.
Pricing:Contact for PricingStarts from 50$Key Features:- Meeting Summary: Automatic summary generation to minimize manual notetaking.
- Structured Data & Context: Intelligent capture of meeting details into Salesforce opportunities post-call.
Use Cases:- Sales teams requiring efficient CRM data entry
- Businesses looking to enhance productivity in updating sales opportunities
- Individuals in design, marketing, or development roles seeking specialized plans for CRM management
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MagicForm is an AI-driven tool that transforms lead generation with 24/7 automated qualification, conversion, and follow-up capabilities.
Pricing:Free TrialStarts from 20$Key Features:- Continuous Learning: Improves from each interaction to deliver accurate information.
- Custom Conversational Journeys: Uses conditional logic and Q&A structures for tailored interactions.
- Deployment and Integration: Seamless website integration and compatibility with various messaging platforms.
- Ultra-Personalized Follow-ups: Generates custom emails to continue the engagement post-conversation.
Use Cases:- Automated customer qualification and conversion
- Personalized lead follow-up via email
- Integration with existing marketing platforms for seamless CRM automation
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Notbot provides comprehensive WhatsApp automation solutions including chatbots, ticketing, event management, and a complete CRM system to help businesses scale effectively.
Pricing:FreemiumKey Features:- Broadcast Messaging: Enables mass communication with customers via WhatsApp
- Advanced CRM: Manage and segment contacts for targeted communication
- Automation Builder: Automate workflows and integrate apps to streamline processes
- Unified Team Inbox: Collaborate in real-time with a multi-agent inbox system
- Official WhatsApp API Integration: Ensures secure and reliable messaging
Use Cases:- Marketing automation via WhatsApp
- Customer support and engagement
- Event management and ticketing
- Real-time team collaboration on customer communication
- Automated contact management and segmentation
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BIK is an all-in-one AI-powered platform that helps eCommerce businesses optimize their marketing and customer support across multiple channels, delivering personalized experiences and increasing ROI.
Pricing:Contact for PricingKey Features:- AI Summary: 60% increase in customer support productivity
- AI Translator: Real-time multilingual ticket translation
- AI Assistant: Automated customer journey management
- AI Classify: Customer intent analysis and routing
- AI Reply: Automated response generation
- AI Product Recommendation: Shopify-integrated intelligent suggestions
- Customer Data Platform: Consolidated customer information
- Analytics Dashboard: Real-time performance tracking
- Flow Builder: Custom automation workflow creation
Use Cases:- Paid advertising optimization
- Conversion rate improvement
- Customer retention
- Personalized social media marketing
- Automated customer support
- Multi-channel campaign management
- Customer data analysis
- Web engagement optimization
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Maverick is an AI-powered video personalization platform that helps ecommerce stores create customized video experiences for their customers, delivering 5X higher engagement rates and 20% more repeat purchases.
Pricing:PaidStarts from 200$Key Features:- AI Video Personalization: Record once and automatically personalize for all customers
- Multi-channel Integration: Compatible with major ESPs like Klaviyo and Omnisend
- Branded Landing Pages: Custom video pages with company branding
- Analytics Dashboard: Track engagement and conversion metrics
- Automated Delivery: Seamless integration with email and SMS marketing platforms
- No-code Setup: Easy installation through Shopify app with no engineering required
Use Cases:- Post-purchase thank you messages
- Abandoned cart recovery
- Welcome series for new subscribers
- Customer retention campaigns
- Brand engagement enhancement
- Subscription enrollment promotion
- Customer service personalization
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Recart is an advanced SMS marketing platform for Shopify stores, featuring one-click opt-in technology, automated flows, and campaign management tools designed to maximize SMS revenue while keeping costs low.
Pricing:PaidStarts from 299$Key Features:- One-Click Opt-in: World's first single-tap signup technology for faster list growth
- Fast-Loading Popups: 400% faster loading speed than traditional popups
- Automated Flows: Revenue-generating automated message sequences
- Campaign Management: Segmented and triggered promotional capabilities
- Dedicated Strategy Support: Personal SMS strategist included
- Transparent Pricing: Clear cost structure with no hidden fees
- Custom Integrations: Compatible with existing marketing stack
- Analytics: Click-based attribution for accurate ROI tracking
Use Cases:- E-commerce list building
- Cart abandonment recovery
- Customer retention campaigns
- Promotional messaging
- Post-purchase follow-ups
- VIP customer engagement
- Browse abandonment recovery
- Automated welcome series
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Klaviyo is a unified marketing automation platform that enables personalized customer experiences through email, SMS, mobile push notifications, and reviews, powered by real-time data and AI-driven insights.
Pricing:FreemiumStarts from 45$Key Features:- Customer Data Platform: Unifies and activates customer data across channels
- Multi-Channel Marketing: Integrated email, SMS, and mobile push notifications
- AI-Powered Content: Automated content generation for campaigns and responses
- Predictive Analytics: Customer behavior analysis and product recommendations
- Real-time Segmentation: Dynamic audience targeting based on customer data
- Performance Tracking: Cross-channel attribution and benchmarking
- Review Management: Collection and showcase of customer reviews
- Campaign Automation: Automated workflow creation and management
Use Cases:- E-commerce marketing automation
- Customer engagement and retention
- Personalized product recommendations
- Multi-channel marketing campaigns
- Customer review management
- Marketing performance analysis
- Customer data unification
- Automated customer communications
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Basedash is an AI-generated interface that transforms databases into collaborative workspaces for visualizing, editing, and exploring data without coding.
Pricing:FreemiumStarts from 25$Key Features:- AI Assistant: Suggests emojis, humanizes data, and streamlines view creation
- Automatic Layouts: Display data as tables, lists, or cards without configuration
- Command Menu: Fast workspace navigation and control through keyboard shortcuts
- Activity History: Track and roll back all edits, creations, and deletions
- Chart Generation: Automatic detection and visualization of time series data
- Cross-Platform Support: Desktop apps for Windows, Mac OS, and Linux
- Internal API Integration: Connect data sources to trigger business logic
- Collaborative Editing: Real-time multiplayer data editing capabilities
Use Cases:- Custom user CRM management
- Team dashboard creation
- Database administration
- Data visualization
- Team collaboration
- Business metrics tracking
- Customer data management
- Internal tool development
