5 AI Driven CRM’s We’re Excited To Watch

The software landscape has been rapidly transformed by AI-powered innovations, and CRM platforms are leading the charge. Armed with advanced, intelligent solutions that streamline sales, customer support, and engagement, today’s emerging CRM systems stand out from the rigid, traditional platforms that once dominated the market. By harnessing AI, these modern CRMs deliver unparalleled efficiency and adaptability.

Here are 5 stand out AI driven CRMs we’re watching closely, each leveraging AI to redefine how businesses manage relationships AND workflows.

Attio

Overview:

An AI-native CRM platform built for the next generation of business. Its mission is to reinvent CRM from the ground up, offering a highly flexible, real-time data driven system that adapts to your company’s needs.

Key Features:

• AI powered workflows so you can automate and iterate your go-to-market process
• Real time data integration syncing product, billing and customer data
• Custom reporting tailored to your exact business goals
• AI attributes categorise and enrich records using agents
• Scalability and robust security certifications

Funding:

$33 million raised

Customers:

OpenAI, On Deck, Coca-Cola, Versori

DevRev

Overview:

AI native platform combining customer relationship management with product development and customer support. Designed for SaaS and tech-driven organisations, DevRev breaks down silos between support, sales and engineering teams, so product feedback and user data can be centralised in one streamlined system.

Key Features:

• AI powered customer support using GPT driven chatbots to automate ticket triage, cluster similar issues and provide personalised responses
• Integrated product development connects customer issues and feedback directly to engineering flows for faster bug fixes and development of new features
• Unified platform combines CRM, support tickets and product management tools
• Automated workflows streamline repetitive tasks through AI automation
• Analytics provide real-time insights into customer health and support metrics

Funding:

Raised over $50 million

Freshsales (by Freshworks)

Overview:

AI driven CRM designed for sales and marketing automation.

Key Features:

• AI powered lead scoring based on engagement and fit
• Sales forecasting using AI to predict deal outcomes
• Chatbots automate customer interactions
• Customisable dashboard provides real-time analytics

‍Zoho CRM

Overview:

A highly customisable AI embedded CRM platform designed for small to medium sized businesses offering a comprehensive suite of tools for sales, marketing and customer support

Key Features:

• AI assistant for predictive lead scoring and workflow automation
• Omnichannel customer engagement across email, social and live chat
• Customisable dashboard and analytics for real-time insights

Why Watch:

Zoho CRM’s embedded AI capabilities as well as affordability make it ideal for SMBs looking to leverage AI in their customer relationship management.

‍ClickUp

Overview:

All-in-one productivity platform that offers robust CRM features enhanced by AI. While not a traditional CRM, ClickUp’s AI tools and custom views make it a compelling option for sales and marketing teams.

Key Features:

• Role-based AI assistant tailored for sales, marketing, and service
• Customisable pipelines for visualising sales and customer data
• AI prompts and automation of tasks, content, and customer interactions
• Generative AI services agents to write and edit customer responses
• Real-time dashboards for sales performance and customer engagement

Why Watch:

ClickUp is gaining traction as a flexible, AI-powered platform for managing customer relationships and workflows, especially for teams that want to combine CRM with broader productivity tools.

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How Versori Can Help

Integrating AI-powered CRM and workflow tools into your tech stack can be complex. Versori specialises in helping companies connect and orchestrate these platforms, ensuring seamless data flow and maximising the value of each tool.

• Custom Integration: Versori builds custom integrations allowing data to move effortlessly across your stack.
• Automated Workflows: Automate repetitive tasks, such as lead routing, data enrichment, and follow-ups, by connecting AI CRM tools with your existing systems.
• Real-Time Insights: Aggregates data from all platforms into a single dashboard for comprehensive analytics and reporting.
• Scalability: Supports growing businesses as they add new tools and expand their tech stack.

With Versori’s expertise, your team can focus on what matters most, building strong customer relationships, while your AI-powered CRM ecosystem works efficiently in the background.

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