AI assistant software

Simple, flexible CRM with a free plan and built-in AI for small businesses

Best for: Small businesses that want a straightforward CRM they can start free

Simple CRM with a free plan for two users, included AI and paid plans from about $18 per user per month billed annually.

• AI assistant
• Contact management
• Email integration
• Pipeline management

No-code CRM and workflow automation platform with AI for sales, marketing and service

Best for: Mid-size and enterprise teams that want CRM and process automation in one no-code platform

No-code CRM and workflow automation with AI. Growth from $40 and Enterprise from $75 per user per month, plus $15 per module.

• AI assistant
• Customisation
• Marketing automation
• Pipeline management

Modern relationship CRM for teams that manage networks and deals in a spreadsheet-like view

Best for: Startups, agencies and investors who manage relationships and lightweight pipelines

Modern relationship CRM with LinkedIn, email and WhatsApp sync. Plans from $24 per member per month billed annually.

• AI assistant
• Contact management
• Data enrichment
• Email and calendar sync

Sales CRM with built-in phone, email and Freddy AI

Best for: Small sales teams wanting built-in communication on a budget

Freshsales is the sales CRM from Freshworks. It combines contact and deal tracking with built-in calling, email and chat, so reps can reach prospects…

• AI assistant
• Contact management
• Email and calendar sync
• Email sequences

Revenue intelligence platform that records and analyses sales conversations

Best for: Established B2B sales organisations that can justify a significant platform investment

Revenue intelligence platform for sales teams. Quote-based; third-party estimates of a platform fee plus about $1,360 to $1,600 per user per year.

• AI assistant
• CRM integration
• Meeting recording
• Meeting transcription

Enterprise CRM tightly integrated with Microsoft 365 and Teams

Best for: Microsoft-centric organisations

Dynamics 365 Sales is Microsoft's CRM for sales teams. It integrates with Outlook, Teams, Excel and Power Platform, making it a natural fit for…

• AI assistant
• Customisation
• Dataverse
• Email and calendar sync

Enterprise sales execution platform with sequences, dialer, AI agents and forecasting

Best for: Mid-size and enterprise sales teams that run structured outbound and pipeline management

Enterprise sales execution platform with sequences, dialer, AI agents and forecasting. Quote-based annual contracts.

• AI assistant
• Email sequences
• Pipeline management
• Reporting and analytics

The configurable enterprise CRM, with Starter Suite for smaller teams

Best for: Mid-size and enterprise sales teams with complex processes

Salesforce Sales Cloud is the best-known CRM for complex sales organisations. It manages leads, opportunities, accounts and forecasting, and its configuration layer lets administrators…

• AI assistant
• Customisation
• Integrations
• Lead management

Revenue workflow platform with cadences, conversation intelligence and forecasting

Best for: B2B sales teams that want a full revenue workflow platform

Revenue workflow platform with cadences and conversation intelligence. Quote-based; third-party estimates from about $125 to $180 per user per month.

• AI assistant
• CRM integration
• Email sequences
• Reporting and analytics

Lightweight, low-cost CRM from Zoho built for micro and small businesses

Best for: Micro and small businesses that need a simple pipeline at a very low price

Low-cost CRM from Zoho for micro and small businesses, with a free edition and paid plans from $7 per user per month billed annually.

• AI assistant
• Contact management
• Email integration
• Pipeline management

Highly configurable CRM with a free edition and a wide app ecosystem

Best for: Cost-conscious teams that want flexibility and a broad app suite

Zoho CRM manages leads, contacts, deals and sales activities, with workflow rules, scoring and the Zia AI assistant. A large suite of Zoho apps…

• AI assistant
• Customisation
• Email and calendar sync
• Integrations