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HomeSearch

60 results for “automate my CRM”

Browse by conceptCategoryTaskRole
Automate WorkflowsTaskCRM & SalesCategory · MarketingMarketing AutomationCategory · MarketingCart Recovery & UpsellCategory · E-Commerce

Results

60 tools for “automate my CRM”, by relevance.

Tools
Zoho CRM logo
Zoho CRM
CRM & Sales
7.7 out of 10

Zoho CRM is a comprehensive, cloud-based customer relationship management platform designed to help businesses manage their sales.

Best forZoho CRM is ideal for small to medium-sized businesses (SMBs) seeking an affordable yet powerful all-in-one CRM solution
Pricing: FreemiumReviewed
Check Zoho
Lenix CRM logo
Lenix CRM
CRM & Sales
6.3 out of 10

Centralizes CRM workflows and customer engagement for sales and support teams.

Best forSales teams
Pricing: Free TrialReviewed
Check Lenix
clay crm logo
clay crm
CRM & Sales
7.3 out of 10

Relationship-driven CRM platform that automates outreach and enriches contact data for teams.

Best forSales professionals
Pricing: FreemiumReviewed
Check clay
Optmyzr logo
Optmyzr
Marketing Automation
7.6 out of 10

PPC management and automation for agencies and in-house teams on Google, Microsoft, Amazon, Meta and LinkedIn Ads, from $209/mo billed yearly.

Best forPPC agencies and teams
Pricing: Free TrialReviewed
Check Optmyzr
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More tools you might consider

56
myclientsplus logo
myclientsplus
CRM & Sales
7.0 out of 10

Organizes client management, scheduling, and communication for service-based businesses.

Best forTherapists
Pricing: Free TrialReviewed
Check myclientsplus
eleads crm logo
eleads crm
CRM & Sales
7.0 out of 10

Centralizes lead management, sales tracking, and customer relationship workflows seamlessly.

Best forCar dealerships
Pricing: FreemiumReviewed
Check eleads
MyClientPlus logo
MyClientPlus
CRM & Sales
7.0 out of 10

Manages client relationships, billing, and project workflows for professional services.

Best forTherapists
Pricing: Free TrialReviewed
Check MyClientPlus
Lofty CRM logo
Lofty CRM
CRM & Sales
6.7 out of 10

Manages customer relationships, sales pipelines, and marketing workflows efficiently.

Best forReal-estate agents
Pricing: Free TrialReviewed
Check Lofty
Close logo
Close
CRM & Sales
7.5 out of 10

Close is a comprehensive sales CRM platform designed to empower small and medium-sized businesses with integrated communication tools and automation.

Best forSales teams within small to medium-sized businesses (SMBs) seeking a highly integrated and communication-centric CRM solution to streamline their sales processes, automate outreach, and improve overall sales efficiency
Pricing: PaidReviewed
Check Close
Salesforce logo
Salesforce
CRM & Sales
7.0 out of 10

Salesforce is the world's leading cloud-based customer relationship management (CRM) platform, providing a comprehensive suite of applications for sales.

Best forBusinesses of all sizes, from small startups to large enterprises across diverse industries, seeking to centralize customer data, automate sales, marketing, and service processes, enhance customer engagement, and improve overall operational efficiency
Pricing: PaidReviewed
Check Salesforce
Freshsales logo
Freshsales
CRM & Sales
7.8 out of 10

Freshsales is a comprehensive cloud-based CRM solution designed to empower sales teams with advanced features for lead management, sales automation.

Best forSmall to mid-sized businesses (SMBs) and growing sales teams that require an all-in-one, intuitive, and feature-rich CRM platform
Pricing: FreemiumReviewed
Check Freshsales
Salesflare logo
Salesflare
CRM & Sales
7.8 out of 10

Intelligent CRM for B2B teams that automates data entry, tracks every customer interaction, and keeps your pipeline effortlessly up to date.

Best forSmall and mid-sized B2B sales teams that want an automated, low-maintenance CRM their reps will actually keep up to date
Pricing: Free TrialReviewed
Check Salesflare
Attio logo
Attio
CRM & Sales
7.4 out of 10

AI-native CRM that lets startups build, automate, and scale customer workflows on a fully customizable data model.

Best forStartup teams and growth-stage companies that need a flexible, AI-powered CRM without the rigidity of legacy platforms
Pricing: FreemiumReviewed
Check Attio
folk logo
folk
CRM & Sales
7.9 out of 10

A relationship-first CRM that combines AI sales assistants, one-click contact enrichment, and 6,000+ integrations to automate modern sales workflows.

Best forSales teams and relationship-driven professionals who want an AI-assisted CRM that reduces manual data entry and scales with their workflow
Pricing: Free TrialReviewed
Check folk
Salesloft logo
Salesloft
CRM & Sales
7.0 out of 10

Platform to automate multichannel outbound sales, track conversations, and forecast revenue intelligently.

Best forSalesloft is ideal for B2B sales teams, growth/SDR teams, revenue operations, and sales leadership
Pricing: PaidReviewed
Check Salesloft
Follow Up Boss logo
Follow Up Boss
CRM & Sales
7.5 out of 10

Real estate CRM for agents and teams that routes leads from 250+ sources and handles calls, texts, email and follow-up automation.

Best forReal estate teams
Pricing: Free TrialReviewed
Check Follow
cdk eleads logo
cdk eleads
CRM & Sales
5.8 out of 10

Automotive CRM platform designed to manage leads, sales pipelines, and dealership marketing.

Best forCar dealerships
Pricing: PaidReviewed
Check cdk
Autopilot logo
Autopilot
Marketing Automation
6.8 out of 10

Autopilot is a visual marketing automation platform designed to help businesses automate customer journeys, from lead capture and nurturing to sales conversion.

Best forSaaS companies
Pricing: FreemiumReviewed
Check Autopilot
MyRepChat logo
MyRepChat
Collaboration
6.8 out of 10

Facilitates field team communication, collaboration, and reporting for businesses.

Best forSales reps
Pricing: Free TrialReviewed
Check MyRepChat
MySignature logo
MySignature
Email Marketing
7.4 out of 10

Email signature generator for Gmail, Outlook and Apple Mail, with a free plan, Gmail email tracking and team plans for Google Workspace and Microsoft 365.

Best forBranded email signatures
Pricing: FreemiumReviewed
Check MySignature
Keap (Infusionsoft) logo
Keap (Infusionsoft)
Marketing Automation
6.8 out of 10

Keap, formerly Infusionsoft, is a comprehensive CRM and marketing automation platform designed for small to medium-sized businesses.

Best forSmall businesses
Pricing: PaidReviewed
Check Keap
HubSpot logo
HubSpot
Marketing Automation
7.8 out of 10

HubSpot is a comprehensive cloud-based platform offering a full suite of software for customer relationship management (CRM.

Best forMarketing teams
Pricing: FreemiumReviewed
Check HubSpot
Patch My PC logo
Patch My PC
Security, Privacy & Backup
6.8 out of 10

Patch My PC automates third-party app patching in Microsoft Intune and ConfigMgr for IT teams, from $3.50 per device a year, plus a free Home Updater.

Best forThird-party app patching
Pricing: Free TrialReviewed
Check Patch
ActiveCampaign logo
ActiveCampaign
Marketing Automation
7.7 out of 10

ActiveCampaign is a comprehensive customer experience automation (CXA) platform combining email marketing, marketing automation.

Best forE-commerce businesses
Pricing: PaidReviewed
Check ActiveCampaign
Snov io logo
Snov io
CRM & Sales
7.2 out of 10

Snov.io is an all-in-one sales automation platform offering a comprehensive suite of tools for lead generation, email verification, drip campaigns, and CRM functionalities.

Best forSales development representatives (SDRs), account executives, recruiters, marketing professionals, small to medium-sized businesses, and freelancers focused on B2B lead generation, outbound sales, and automated email outreach
Pricing: FreemiumReviewed
Check Snov
Drift logo
Drift
CRM & Sales
6.5 out of 10

A conversational marketing platform that uses AI-powered chatbots and live chat to qualify leads, book meetings, and drive revenue.

Best forDrift is designed for B2B companies, sales teams, marketing departments, and customer service organizations that want to implement conversational marketing and sales strategies at scale
Pricing: PaidReviewed
Check Drift
DonorPerfect logo
DonorPerfect
Finance, Billing & Accounting
6.9 out of 10

A nonprofit fundraising & donor management CRM with online donations, reports & automation.

Best forFundraising Teams
Pricing: PaidReviewed
Check DonorPerfect
lion desk logo
lion desk
CRM & Sales
6.8 out of 10

Centralizes real estate leads, client management, and Marketing Automation for agents.

Best forReal-estate agents
Pricing: FreemiumReviewed
Check lion
Clearbit logo
Clearbit
CRM & Sales
6.9 out of 10

Clearbit is a leading data enrichment and sales intelligence platform designed to help B2B companies identify, understand, and engage their customers and prospects more effectively.

Best forB2B sales, marketing, and operations teams, particularly those focused on inbound lead generation, account-based marketing (ABM), and enhancing customer relationship management (CRM) data accuracy
Pricing: PaidReviewed
Check Clearbit
Pipedrive logo
Pipedrive
CRM & Sales
7.3 out of 10

Pipedrive is a sales CRM and pipeline management software designed to help small and medium-sized sales teams manage leads.

Best forSmall to medium-sized businesses (SMBs), sales teams, individual sales representatives, and sales managers who prioritize a visually-driven, intuitive CRM to optimize their sales process and enhance productivity
Pricing: PaidReviewed
Check Pipedrive
Loxo logo
Loxo
CRM & Sales
7.0 out of 10

Loxo is an AI recruiting platform that combines an ATS, recruiting CRM, sourcing from an 850M-person talent graph and outreach for recruiting firms.

Best forAgency and search recruiters
Pricing: Free TrialReviewed
Check Loxo
Streak logo
Streak
CRM & Sales
6.8 out of 10

Streak transforms your Gmail inbox into a flexible, fully-featured customer relationship management (CRM) system, allowing you to manage sales.

Best forIdeal for individuals, small businesses, sales teams, recruiters, and customer support agents who primarily operate within Gmail and require an integrated, intuitive CRM solution without the complexity of standalone platforms
Pricing: FreemiumReviewed
Check Streak
Twenty logo
Twenty
CRM & Sales
7.7 out of 10

The #1 open-source CRM built as a flexible, AI-ready alternative to Salesforce — self-host free or run on managed cloud.

Best forStartups, entrepreneurs, and technical teams who want full data ownership and a CRM they can customise without vendor lock-in
Pricing: FreemiumReviewed
Check Twenty
Builder Prime logo
Builder Prime
CRM & Sales
7.0 out of 10

Generates AI-powered writing, summarization, and content suggestions for professionals.

Best forContractors
Pricing: Free TrialReviewed
Check Builder
iAuto logo
iAuto
CRM & Sales
6.2 out of 10

Delivers AI-powered vehicle diagnostics, automation, and fleet management solutions.

Best forAuto dealers
Pricing: Free TrialReviewed
Check iAuto
BoomTown (GoBoomTown) logo
BoomTown (GoBoomTown)
CRM & Sales
6.6 out of 10

Manages real estate leads, CRM, and sales pipelines for brokers.

Best forCustomer-service teams
Pricing: Free TrialReviewed
Check BoomTown
BuzzStream logo
BuzzStream
Backlink Building Tools
7.2 out of 10

An end-to-end outreach CRM that helps SEO and digital PR teams build links, manage campaigns, and track results at scale.

Best forSEO professionals and digital PR teams running high-volume outreach campaigns who need to manage contacts, emails, and link placements in one place
Pricing: Free TrialReviewed
Check BuzzStream
Mailshake logo
Mailshake
CRM & Sales
7.3 out of 10

Automated outreach platform for email, phone, and social, with strong analytics and deliverability tools.

Best forMailshake is ideal for sales & growth teams, B2B marketers, startups, agencies, or anyone doing outbound outreach—email campaigns, cold calls, LinkedIn/social outreach
Pricing: PaidReviewed
Check Mailshake
Lemlist logo
Lemlist
CRM & Sales
7.1 out of 10

An AI-powered cold email platform that helps sales teams personalize outreach at scale with automated campaigns and multi-channel sequencing.

Best forLemlist is great for sales teams, growth marketers, B2B companies, startups, or agencies who rely on outbound outreach
Pricing: Free TrialReviewed
Check Lemlist
SaleSmartly logo
SaleSmartly
CRM & Sales
7.2 out of 10

Omnichannel inbox that pulls WhatsApp, Instagram, Messenger, TikTok, Telegram and live chat into one place, with AI bots and a light CRM.

Best forMulti-app chat inbox
Pricing: FreemiumReviewed
Check SaleSmartly
Vocus.io logo
Vocus.io
CRM & Sales
6.7 out of 10

Gmail add-on for email tracking, mail merge campaigns, automated follow-ups and CRM sync, from $5 a month after a 30-day trial.

Best forBudget Gmail outreach
Pricing: Free TrialReviewed
Check Vocus.io
Qwilr logo
Qwilr
Sales & Funnel Builders
7.5 out of 10

Turn sales proposals and quotes into interactive web pages that track buyer engagement and close deals faster.

Best forSales teams who want to replace static PDFs with trackable, interactive proposals that include e-signatures and payment collection
Pricing: Free TrialReviewed
Check Qwilr
Captain Data logo
Captain Data
CRM & Sales
5.9 out of 10

Extracts data, automates workflows, and integrates cloud services efficiently.

Best forData automation users
Pricing: Free TrialReviewed
Check Captain
PandaDoc logo
PandaDoc
Sales & Funnel Builders
7.5 out of 10

All-in-one document platform for creating, sending, eSigning, and tracking proposals, contracts, and quotes.

Best forSales teams and SMBs that need to automate document workflows, collect eSignatures, and close deals faster within their existing CRM stack
Pricing: FreemiumReviewed
Check PandaDoc
connectwise automate logo
connectwise automate
6.4 out of 10

Remote monitoring and automation platform for IT management and support.

Best forIT teams
Pricing: Free TrialReviewed
Check connectwise
SmythOS logo
SmythOS
AI Agent Builders
7.5 out of 10

An enterprise-grade AI agent operating system for building, testing, deploying, and managing autonomous agents at scale.

Best forEngineering teams and enterprises that need to build, deploy, and govern AI agents at scale with both visual and code-first tooling
Pricing: FreemiumReviewed
Check SmythOS
MyClinicalExchange logo
MyClinicalExchange
Productivity & Collaboration
6.3 out of 10

Facilitates secure clinical data exchange between healthcare providers.

Best forMedical students
Pricing: FreemiumReviewed
Check MyClinicalExchange
Pabbly logo
Pabbly
Marketing Automation
7.4 out of 10

Pabbly offers a comprehensive suite of online business tools, including workflow automation (Pabbly Connect), email marketing.

Best forSmall businesses
Pricing: FreemiumReviewed
Check Pabbly
Sendinblue (Brevo) logo
Sendinblue (Brevo)
Marketing Automation
7.7 out of 10

Sendinblue, now rebranded as Brevo, is an all-in-one digital marketing platform designed to help businesses build and grow customer relationships.

Best forStartup companies
Pricing: FreemiumReviewed
Check Sendinblue
Credit Repair Cloud logo
Credit Repair Cloud
Finance, Billing & Accounting
7.3 out of 10

End-to-end software to build, run, and scale a credit-repair business with dispute automation and lead tools.

Best forEntrepreneurs
Pricing: PaidReviewed
Check Credit
MyMap AI logo
MyMap AI
AI Productivity
7.3 out of 10

An AI-powered tool that transforms text, URLs, or files into visual mind maps, flowcharts, and presentations.

Best forStudents, Professionals, Content Creators
Pricing: FreemiumReviewed
Check MyMap
Apollo.io logo
Apollo.io
CRM & Sales
8.0 out of 10

An AI-driven sales intelligence & engagement platform for finding leads, automating outreach, and closing deals.

Best forgrowth startups
Pricing: FreemiumReviewed
Check Apollo.io
Reonomy logo
Reonomy
Graphic Design
7.1 out of 10

Reonomy is an AI-powered commercial real estate data platform providing comprehensive property and ownership insights across the U.S.

Best forCommercial real estate professionals seeking comprehensive property and ownership data
Pricing: PaidReviewed
Check Reonomy
MyUsage logo
MyUsage
Finance, Billing & Accounting
5.9 out of 10

Tracks utility usage, billing, and energy consumption for individuals and organizations.

Best forUtility customers
Pricing: Free TrialReviewed
Check MyUsage
GoToMyPC logo
GoToMyPC
Security, Privacy & Backup
5.8 out of 10

GoToMyPC is GoTo's remote access service for reaching your own Mac or PC from anywhere, priced per computer with a 7-day free trial.

Best forSimple access to your own PC
Pricing: Free TrialReviewed
Check GoToMyPC
GoHighLevel logo
GoHighLevel
Sales & Funnel Builders
7.2 out of 10

Centralizes marketing, CRM, and client management for service-based businesses.

Best forMarketing agencies
Pricing: Free TrialReviewed
Check GoHighLevel
myschoolfees logo
myschoolfees
Finance, Billing & Accounting
6.8 out of 10

School fee management system for collecting and tracking student payments.

Best forSchool admins
Pricing: FreeReviewed
Check myschoolfees
Zoho Campaigns logo
Zoho Campaigns
Marketing Automation
7.6 out of 10

Create captivating emails, personalize text messages, trigger automated workflows, achieve good inbox placement and more with Zoho Campaigns' all-in-one powerful Email and SMS marketing solution.

Best forZoho Users
Pricing: PaidReviewed
Check Zoho
autoelevate logo
autoelevate
CRM & Sales
7.1 out of 10

Elevates user permissions and Security, Privacy & Backup with automated administrative control solutions.

Best forIT admins
Pricing: Free TrialReviewed
Check autoelevate
Outreach logo
Outreach
CRM & Sales
6.4 out of 10

Comprehensive platform for automating, measuring, and scaling multichannel sales outreach.

Best forOutreach is ideal for sales teams in B2B, especially mid-sized to large organizations, revenue operations, SDR/AE functions, and enterprises that need structured outreach, measurable results, and scaling
Pricing: PaidReviewed
Check Outreach

Related tools

More in CRM & Sales, the top result’s category.

4D EMR logo
4D EMR
CRM & Sales
6.9 out of 10

Delivers comprehensive electronic medical records and practice management for healthcare providers.

Best forClinicians
Pricing: Free TrialReviewed
Check 4D
ABAdesk logo
ABAdesk
CRM & Sales
6.4 out of 10

ABAdesk is HIPAA-compliant, browser-based data collection and graphing software for ABA therapists and clinics, priced from $10 per client a month.

Best forABA data collection
Pricing: PaidReviewed
Check ABAdesk
accumed ehr logo
accumed ehr
CRM & Sales
6.7 out of 10

Electronic health record system for streamlining clinical documentation and patient care.

Best forMedical offices
Pricing: Free TrialReviewed
Check accumed
View 17 more toolsShow fewer
Ada logo
Ada
Community & Engagement Tools
6.4 out of 10

Provides AI-powered customer support and virtual assistant solutions.

Best forCustomer-service teams
Pricing: Free TrialReviewed
Check Ada
Aegro logo
Aegro
CRM & Sales
6.4 out of 10

Manages farm operations, crop tracking, and agricultural analytics efficiently.

Best forFarm managers
Pricing: Free TrialReviewed
Check Aegro
aidentified logo
aidentified
CRM & Sales
6.8 out of 10

B2B data intelligence platform for identifying anonymous website visitors and sales prospects.

Best forSales professionals
Pricing: Free TrialReviewed
Check aidentified
Aircall logo
Aircall
CRM & Sales
7.6 out of 10

Provides cloud-based phone systems and call management for teams.

Best forSales teams
Pricing: Free TrialReviewed
Check Aircall
Allscripts Extended Care logo
Allscripts Extended Care
CRM & Sales
5.6 out of 10

Delivers EHR solutions for post-acute care and extended healthcare management.

Best forHealthcare providers
Pricing: Free TrialReviewed
Check Allscripts
Altur logo
Altur
CRM & Sales
5.7 out of 10

Manages inventory, operations, and logistics for businesses efficiently.

Best forNonprofit organizations
Pricing: Free TrialReviewed
Check Altur
Aomni logo
Aomni
CRM & Sales
7.3 out of 10

Aggregates product and service information for intelligent comparison and insights.

Best forSales researchers
Pricing: FreemiumReviewed
Check Aomni
Apollo.io Data API logo
Apollo.io Data API
CRM & Sales
7.5 out of 10

Offers sales intelligence and contact data API for lead generation.

Best forMarketing professionals
Pricing: FreemiumReviewed
Check Apollo.io
AppMax logo
AppMax
CRM & Sales
6.5 out of 10

Processes payments, billing, and monetization for mobile and digital applications.

Best forE-commerce sellers
Pricing: Free TrialReviewed
Check AppMax
Arketa logo
Arketa
CRM & Sales
7.5 out of 10

Manages HR, payroll, and employee scheduling for mid-sized companies.

Best forFitness studios
Pricing: Free TrialReviewed
Check Arketa
ascendtms logo
ascendtms
CRM & Sales
8.0 out of 10

Transportation management system for freight operations and logistics tracking.

Best forLogistics managers
Pricing: Free TrialReviewed
Check ascendtms
autoquotes logo
autoquotes
CRM & Sales
6.9 out of 10

Insurance quoting automation platform for comparing policies and streamlining sales.

Best forRestaurant suppliers
Pricing: Free TrialReviewed
Check autoquotes
AWBS logo
AWBS
CRM & Sales
5.8 out of 10

Manages aircraft and aviation maintenance, workflows, and compliance efficiently.

Best forBilling specialists
Pricing: Free TrialReviewed
Check AWBS
AxisCare logo
AxisCare
CRM & Sales
6.8 out of 10

Manages home care scheduling, caregiver tracking, and patient information efficiently.

Best forHome-care providers
Pricing: Free TrialReviewed
Check AxisCare
basenet logo
basenet
CRM & Sales
6.8 out of 10

Supports network management and monitoring with secure, scalable connectivity solutions.

Best forFinancial advisors
Pricing: PaidReviewed
BatchSkipTracing logo
BatchSkipTracing
CRM & Sales
7.1 out of 10

Offers payroll processing, tax compliance, and HR management solutions.

Best forReal-estate professionals
Pricing: Free TrialReviewed
Check BatchSkipTracing
Better Proposals logo
Better Proposals
CRM & Sales
7.8 out of 10

Better Proposals is proposal software for agencies and service firms to send trackable, e-signable proposals, from $13 per user a month billed annually.

Best forAgency and service proposals
Pricing: Free TrialReviewed
Check Better