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CRM & Sales Automation

Streamline customer relationships and sales processes with AI.

Showing 1-6 of 6 tools

Productivity & Tasks · CRM & Sales Automation

Otter.ai

Otter.ai joins Zoom, Teams and Google Meet calls to transcribe, summarise and pull out action items, with AI chat across meetings, workflows, an MCP server and a free plan.

Free PlanPaid
No reviews yetView Details

Productivity & Tasks · CRM & Sales Automation

Fathom

Fathom records meetings on Zoom, Google Meet and Microsoft Teams, then produces a transcript, a summary and action items, with a free plan that includes unlimited recordings.

Free PlanPaid
No reviews yetView Details

CRM & Sales Automation · Automation & Workflows

Attio

Attio is a flexible CRM that syncs email and calendars, enriches records, and adds Ask Attio, call intelligence, AI agents, sequences and workflows, with a free plan for small teams.

Free PlanPaid
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CRM & Sales Automation · Marketing & Ads

Clay

Clay brings data from many providers into one workspace for sales and marketing teams, with Claygent AI research agents, enrichment, signals, workflows, a sequencer and an MCP server.

Free PlanFree TrialPaid
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Productivity & Tasks · CRM & Sales Automation

Fireflies AI

Fireflies records and transcribes meetings in over 100 languages, writes summaries and action items, and adds an AI assistant, email assistant and voice agents, with a free plan.

Free PlanPaid
No reviews yetView Details

Productivity & Tasks · CRM & Sales Automation

tl;dv

tl;dv records and transcribes Zoom, Google Meet and Teams calls, writes AI notes and action items, and sends insights to your CRM and work apps, with a free plan.

Free PlanPaid
No reviews yetView Details

What are CRM & Sales Automation AI tools?

CRM and sales automation tools keep track of leads and customers, then automate follow-ups, meeting notes and outreach. AI helps with the writing and the record keeping, so a sales team spends more of its day talking to people.

Questions to ask before you choose

  • Does it plug into your current CRM or replace it?
  • Can you review messages before they send?
  • Does it record calls, and are the people on them told?

All CRM & Sales Automation tools on Find AI Now

  • Otter.ai

    AI meeting assistant that joins calls, writes notes and answers questions.

  • Fathom

    AI meeting notetaker that records, transcribes and summarises your calls.

  • Attio

    Customisable CRM with AI agents, call intelligence and workflows for revenue teams.

  • tl;dv

    AI notetaker for Zoom, Meet and Teams, with summaries and CRM sync.

  • Clay

    Go-to-market data platform that enriches leads and runs research with AI agents.

  • Fireflies AI

    AI meeting assistant that records, transcribes and summarises calls, with voice agents.