Crm Task Automation
The best 50 Crm Task Automation AI tools - Free & Paid
Explore 50 AI for Crm Task Automation
Cirql AI automates business operations with over 10,000 workflows, enhancing data entry accuracy, streamlining email management, and personalizing sales automation. It integrates reporting and social media management, significantly reducing manual tasks and improving efficiency.
Free trial
Recruit CRM is an AI‑powered ATS and CRM for recruiters. It enables natural‑language candidate search, imports profiles via a Chrome extension, automates outreach, posts to 5,000+ job boards, visualizes pipelines with a kanban board, delivers analytics, GDPR compliance, and mobile access.
Subscription
- $79/mo
Motion centralizes task planning, project management, scheduling, meeting transcription, document creation, and workflow automation with AI-driven task extraction, adaptive calendars, automatic project structuring, real‑time dashboards, and seamless integration across major tools.
Free trial
- $1/mo
Routine is an AI-powered workspace that unifies tasks, projects, meetings, and notes, automatically extracting action items from meeting transcripts into your task list. It centralizes all work across apps with bi-directional sync and calendar integration, reducing context switching while streamlini
Freemium
- $10/mo
Crono is a sales automation platform for B2B teams, enabling task automation, centralized data management, advanced analytics, and AI-driven lead generation to enhance productivity and streamline sales processes.
Free trial
Carly AI is an AI assistant designed to streamline your workday by automating tasks across email, calendar, and workflows. It allows you to build custom AI agents tailored to specific roles – like sales, marketing, or customer support – handling repetitive actions efficiently.
Freemium
JobCopilot automates job search by crawling 500,000+ company sites, auto‑filling applications, generating tailored resumes and cover letters, tracking status, retrieving hiring manager emails, and offering interview, salary, and career advisory modules.
Freemium
Salesmate is a cloud‑based CRM that unifies pipelines, marketing automation, and support. AI co‑pilot drafts emails, transcribes calls, and provides contact insights, while automated workflows, ticketing, and integrations keep sales, marketing, and service teams aligned.
Free trial
- $23/mo
Terrakotta automates commercial real‑estate outreach by integrating with CRMs and Excel, providing AI call summarization, voice cloning, and AI voicemails. Its property database and Chrome extension deliver owner data, skip‑trace numbers, and enriched market insights for efficient contact.
Freemium
Clerk Chat unifies voice, SMS, WhatsApp, and RCS, deploying real‑time agents for lead qualification and appointment scheduling. It integrates with Salesforce, Teams, and Genesys, supports HIPAA/SOC 2 compliance, and enables 24/7 automated outreach through embedded widgets.
Paid
- $29/mo
FastTrackr AI is a productivity tool that automates routine tasks via WhatsApp, including meeting scheduling and email drafting. It supports over 50 languages, helping users save time, manage to-do lists, and improve overall workflow efficiency.
Free trial
AtZ CRM is an AI-driven recruitment software that combines ATS and CRM functionalities, streamlining hiring workflows with automation, smart resume parsing, customizable pipelines, and detailed analytics for efficient candidate management and communication.
Free trial
- $10/mo
DryMerge automatically syncs email, calendar, and call data across 50+ apps—including Gmail, Outlook, Slack, Teams, and major CRMs—to keep contact, deal, and account records accurate and up‑to‑date, reducing manual entry and improving follow‑up.
Subscription
Automaited automates order processing, customer service, and insurance claims with AI Agent framework. It integrates with ERPs, CRMs, and document storage, classifies and extracts data, achieving up to 100× speed gains and 98.9 % accuracy while meeting ISO/IEC 27001 and GDPR compliance.
Freemium
Autojob lets users upload a CV and set job preferences, then automatically searches, applies, or offers manual control. It tracks status, filters listings, excludes companies, and provides AI resume tweaks and outreach templates, streamlining hiring.
Freemium
- $20/mo
Avoma automates meeting notes and transcription in 75+ languages, creates structured agendas, drafts follow‑up emails, updates CRM fields, scores conversations, and alerts on revenue risks, integrating with major conferencing, CRM, calendar, and collaboration tools.
Free trial
Salesforce is a cloud CRM that centralizes customer, transactional and engagement data and uses agent-based AI (Agentforce) to automate lead qualification, case resolution, predict outcomes, recommend next-best actions and orchestrate multi-step, industry-specific workflows.
Telegram Group Bot for real-time lead generation and automated routing from 1,000+ groups. Its built-in AI chatbot, trained on documents and websites, automates FAQs, while workflow tools manage posting, engagement, and analytics.
Free trial
- $49.9/mo
Automagical Apps automates routine Google Workspace tasks with add‑ons that handle Gmail follow‑ups, document‑to‑form conversion, multi‑language translation of Slides and Drive files, and OCR extraction, helping educators, marketers, sales, and operations teams streamline communication and documenta
Free trial
BoldDesk centralizes ticketing, live chat, and omnichannel messages into one inbox. An autonomous AI agent handles ~40 % of tickets, while a copilot drafts replies and suggests knowledge‑base content. Built‑in automation updates CRM, processes refunds, and speeds response times.
Subscription
- $7499/mo
Relevance AI offers AI‑powered agents that automate sales, marketing, and support tasks—CRM updates, email drafts, research, lead routing, and ticket resolution—while integrating with 100+ apps, providing secure role‑based access and performance dashboards.
Freemium
Taskaid AI uses large language models to auto‑prioritize and suggest next steps for to‑do lists, letting professionals import tasks, sync across devices, and focus on execution while maintaining strict privacy and quick setup.
Free trial
AYCD automates email, browser, and billing tasks: bulk Outlook/Gmail updates, OTP capture, templated mails, CSV exports, anti‑detect browsing, auto‑action recording, card profile management, and SEO keyword tracking for efficient marketing and e‑commerce workflows.
Subscription
- $30/mo
Automates ERP and EHR data entry through AI‑driven RPA that learns from user demos, captures desktop actions, and runs in the cloud. Handles invoice processing, PDF‑to‑Excel, insurance claims, bulk forms, and Gmail‑to‑Sheets with 99.9% reliability.
Paid
Monday.com is a work management platform that uses AI to automate tasks, generate insights, and coordinate projects across teams. Its low-code tools and integrated modules for CRM, development, and service management enable custom workflow automation and data-driven execution.
Freemium
Lightfield.app is an AI-native CRM that auto-captures all customer interactions and builds continuous account context. It generates pipelines, drafts outreach, and scores accounts to reduce manual data entry and prioritize sales actions.
Free trial
- $79 per user/mo
Smackdab Solutions is an all‑in‑one CRM that centralizes contacts, scheduling, email marketing, and sales workflows, adding AI-assisted message drafting, call summaries, task prioritization, booking/calendar sync, customizable modules, phone/SMS integration, and gamified task tracking.
Freemium
- $24
MetaCRM is an AI-powered web3 tool for customer service & marketing analytics. It harnesses smart contracts and blockchain data to deliver personalized experiences, automated services, and holistic solutions throughout the customer journey, facilitating intelligent decisions and effective marketing
Freemium
OpenClaw is a personal AI assistant that automates email, calendar, task and chat workflows—clearing inboxes, composing and sending messages, scheduling events, checking reservations, integrating chats and cloud services, with persistent memory, background jobs and developer-friendly self-hosting an
Free
Cloud Phone is a cloud-based platform that enables users to run real Android environments, manage multiple devices concurrently, and automate applications securely, offering customizable profiles and insights for effective marketing and account management.
Freemium
TinyCommand unifies forms, tables, workflows, AI agents, and email to automate lead capture, data enrichment, and operations. Offers API-powered forms, live-sync databases, no-code workflow builder with human approvals, AI agents, and integrations for end-to-end automation.
Free
Crafter auto‑generates Jira tickets from PDFs and other documents, extracting key data to create actionable tasks. It provides real‑time project insights, predicts bottlenecks, prioritizes work, and streams updates to Slack, keeping teams aligned.
Freemium
- $9.99
GodmodeHQ automates sales by identifying, sourcing, and verifying leads across Gmail, Outlook, Salesforce, LinkedIn, and web searches. Commands trigger AI agents to build prospect lists, summarize news, draft outreach, extract data, schedule campaigns, and send follow‑ups, streamlining lead research
Freemium
Cron AI is an AI-powered tool that generates a cron expression based on user input about desired frequency of execution.
Free
Tasklet.ai is a workflow automation tool that uses webhooks to capture external events like email opens and calendar bookings, then triggers automated research and personalized follow-up actions. It automates lead sourcing, CRM enrichment, and sales qualification by integrating with platforms like S
Freemium
- $25/mo
Mazaal AI is a browser extension that turns repetitive clicks into command‑driven automation. Using prompts, tools, agents, and workflows, it coordinates actions across 400+ apps like Salesforce, HubSpot, Slack, and Notion, automating tasks such as lead generation, research, and publishing.
Subscription
- $19/mo
Trevor AI synchronizes tasks and calendar events from Todoist, Google Calendar, Outlook, Microsoft To‑Do, and Google Tasks. Its AI generates schedules, predicts durations, offers focus mode, chat‑based task management, and daily progress reports to improve task completion.
Freemium
Automaticall is an AI call assistant that operates 24/7, supporting multiple languages and seamless scheduling integration. It enhances business communication by responding to inquiries naturally and converting website visitors into qualified leads.
Free trial
- $9.99/mo
TimeHero automatically schedules tasks and projects across calendars and tools, pulling items from Gmail, Slack, Asana, and 1,000+ apps. It adapts to changes, flags deadlines, tracks time, and delivers real‑time capacity reports for managers.
Freemium
- $5/mo
DM Champ is an AI-driven sales assistance tool for WhatsApp and Instagram that automates lead generation and appointment bookings, personalizes communication, and supports bulk messaging, enhancing customer engagement and efficiently converting interactions into qualified leads.
Subscription
AI Front Desk centralizes customer communication, answering calls 24/7, qualifying leads, scheduling appointments, and handling web chat, SMS, and voice interactions. It syncs with a CRM, routes tickets, and provides analytics dashboards for efficient lead management.
Freemium
- $99/mo
Autojobs is an AI-powered web extension that automates job applications, allowing users to apply in bulk and fill out forms using resume data. It offers a job tracker to monitor application status across platforms like LinkedIn and Indeed.
Freemium
Clay is an AI-powered data enrichment and workflow automation platform that enhances CRM hygiene, lead scoring, and prospecting. It integrates 100+ data sources and AI research agents to automate inbound and outbound engagement, optimizing GTM strategies for sales and marketing teams.
Free trial
AI‑powered meeting assistant that records, transcribes, and summarizes Zoom, Google Meet, and Teams calls, extracting action items and sentiment. It auto‑logs notes into CRMs, ticketing, and project tools, supports 30+ languages, and offers automated follow‑up workflows.
Subscription
- $20/mo
Redcar AI provides 24/7 AI call answering and automated job booking for HVAC, plumbing, and electrical companies, integrating with ServiceTitan/Jobber/Zapier to schedule and sync jobs, log calls with transcripts, and enforce booking rules.
Subscription
Emitrr is an AI receptionist and 24/7 virtual employee that manages business texting from your existing number, appointment scheduling and reminders, automated follow-ups and digital forms, integrates with 500+ CRMs, and centralizes multi-location communications.
Freemium
Hammer AI automates lead responses for car dealerships, delivering instant replies and scheduling appointments using dealership rules and inventory data. It integrates with major CRMs and social media lead sources, boosting booking rates and freeing sales staff for closing.
Freemium