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Showing 25–34 of 34 tools for “crm”

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Pricing not listed

VoiceLine

Voice messages

VoiceLine captures sales voice notes and turns them into transcribed, structured updates for CRM and other work systems. Current public plan details and availability were not confirmed.

Voice-note capture for sales workflows Transcription and structured summaries

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Paid

Swyft AI

Call summaries

Sales operations tool that updates CRM fields and records from calls, emails and other sales activity. Review write permissions and current CRM support.

CRM field automation Sales data capture

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Freemium

Avoma is an AI meeting assistant and conversation-intelligence platform for recording, transcription, summaries, CRM updates, coaching, and revenue workflows. It offers a free trial, paid recorder seats, and free viewer seats.

Meeting recording and transcription AI summaries, notes, and follow-ups

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Freemium

Salesforce Einstein AI (Agentforce)

Task automation

Salesforce has moved its Einstein GPT branding into its broader Agentforce and Einstein AI portfolio. Salesforce offers AI agents, predictive and generative AI capabilities, and developer tools integrated with its CRM. Agentforce Foundations is free to start; usage-based Agentforce pricing also includes $500 per 100,000 Flex Credits or $2 per conversation, with additional licensing options.

CRM-embedded generative and predictive AI Agentforce agents and builder tools

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Freemium

Fathom AI Notetaker

Meetings

Meeting assistant that records or transcribes calls, creates summaries and action items, and makes conversations searchable. Check platform support and consent settings.

Meeting transcription AI summaries

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Freemium

GRID

Excel formulas

Interactive spreadsheet and calculator platform for embedding data-driven calculators in websites and applications. Check current product access, integrations and plan features.

Interactive web calculators Spreadsheet-powered models

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Pricing not listed

Tapdesk

Leads

Customer-relationship platform for sales and support teams with AI-powered assistance. Confirm current product features and integrations.

CRM Customer support

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Pricing not listed

AdminAI

Calls

Sales assistant for suggesting next actions and helping draft Salesforce or email updates. Check current integrations, permissions, and supported CRMs.

Sales workflow suggestions Salesforce assistance

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