Submit an agent

AI Agents for CRM Automation

AI agents that log activity, clean and enrich records, update fields and take actions inside Salesforce, HubSpot and other CRMs.

Agents listed
13
Last fact-check
Nov 3, 2026
For AI tool makersFeature Your AI Tool Here, Above Every Listing BelowEveryone scrolling this page is choosing a CRM Automation tool. Make yours the first one they see.
  • Placed above all 13 organic listings
  • Seen by buyers already comparing tools
  • Only one Top Spot per category
Now 50% off 30-second request. No payment now.

Organic listings below are sorted alphabetically and are not paid.

Sponsored placement

Put Your Tool Where Buyers Are Already Looking

People on this page came here to compare CRM Automation tools. A sponsored spot puts yours ahead of the list, with a clear link to your site.

Your tool will appear onCRM Automation AI Agentsaiagentschoice.com/ai-agents-for/crm-automation/
Choose your spot
  • No payment now. You approve the invoice first.
  • We review every tool, so you appear next to vetted products.
  • Clearly labeled as sponsored, as advertising rules require.
  • Sponsored placement preview

    Your AI Tool Could Be HereSponsored

    Put your AI tool in front of buyers comparing CRM Automation agents right now. A sponsored listing appears in this exact format, above every organic listing, with your summary, key facts, pricing, ratings and a direct link to your website.

    Type
    Your agent type
    Channels
    Where your agent works
    Works with
    Your top integrations
    Best for
    The buyers your tool serves best

  • Agentforce

    Salesforce’s platform for prebuilt and custom AI agents that take actions on CRM data across sales, service and operations.

    Type
    Enterprise AI agent platform (prebuilt role agents and custom agents)
    Channels
    Salesforce apps, Slack, web and messaging, Agentforce Voice, Salesforce mobile…
    Works with
    Sales Cloud, Service Cloud, Field Service, Data 360, Slack
    Company
    Salesforce
    Best for
    Mid-size and large companies already running Salesforce that want AI agents working on their CRM and Data 360 records for service, sales…

  • Atlas

    Agency recruitment CRM whose AI agents turn calls, emails and interviews into candidate records, tasks and searchable shortlists.

    Type
    Agentic recruitment CRM for staffing, recruitment and executive search firms
    Channels
    Email (Gmail, Outlook), calls, video meetings, web app
    Works with
    Gmail, Microsoft Outlook, Microsoft Teams, Zoom, RingCentral
    Company
    Atlas Recruitment Technology Ltd · United Kingdom · founded 2022
    Best for
    Recruitment, staffing and executive search agencies, especially UK-based firms, that lose hours to CRM admin and want calls, emails and interviews turned…

  • Dataro

    Scores every donor in a charity’s CRM, builds ranked appeal audiences and researches major-gift prospects across the public web.

    Type
    AI fundraising intelligence platform with an autonomous prospect research agent…
    Platforms
    Web
    Works with
    Blackbaud Raiser's Edge NXT, Blackbaud CRM, Salesforce Nonprofit Success Pack, Salesforce Nonprofit Cloud, HubSpot
    Company
    Dataro
    Best for
    Mid-size and large charities with tens of thousands of active donors in Raiser's Edge NXT, Salesforce, HubSpot or Virtuous that want data-driven…

  • Fullpath

    AI agents and an agentic CRM for car dealers that engage leads and run marketing from unified first-party dealership data.

    Type
    AI lead-handling agents and agentic CRM on a dealership customer…
    Channels
    Email, SMS, website, search, social, display, Performance Max, Demand Gen,…
    Works with
    VinSolutions, Urban Science, Okta, Microsoft single sign-on, DMS and CRM data feeds; OEM programs with GM
    Company
    Fullpath (a Cox Automotive company) · Jerusalem, Israel · founded 2013
    Best for
    Franchise dealerships and groups that want first-party data from every department to drive AI lead follow-up and marketing campaigns.

  • HubSpot Breeze Agents

    AI agents inside HubSpot that resolve support conversations for $0.50 each, research prospects, enrich CRM records and draft content.

    Type
    Suite of CRM-native AI agents (service, prospecting, data, content)
    Channels
    Website chat, Email, WhatsApp, Facebook Messenger, Forms, Voice
    Works with
    HubSpot Smart CRM, Google Workspace, Microsoft 365, Slack, Amplitude
    Company
    HubSpot · Cambridge, Massachusetts, USA · founded 2006
    Best for
    Companies already running marketing, sales or service on HubSpot that want agents working from their own CRM data.

  • Lawmatics Merlin Qualify

    Scores every new law firm inquiry against your intake criteria, explains each score and triggers routing and follow-up automations in Lawmatics.

    Type
    Legal intake lead-qualification agent
    Channels
    Lawmatics web inquiries and intake pipeline
    Works with
    Lawmatics CRM and automations; Lawmatics integrations with Clio, MyCase and Filevine
    Company
    Lawmatics · San Diego, California, USA
    Best for
    Plaintiff and consumer law firms on Lawmatics that receive more inquiries than their intake team can review one by one.

  • Lofty AI Sales Agent

    AI inside sales agent in the Lofty CRM that texts, emails and chats with leads, qualifies them and books appointments.

    Type
    AI inside sales agent (ISA) built into a CRM
    Channels
    SMS, Email, Web chat, Call forwarding to agent
    Works with
    Lofty CRM, Lofty IDX websites, Lofty Smart Plans, Lofty Connectors, Lofty MCP Server
    Company
    Lofty Inc. (formerly Chime Technologies) · Phoenix, Arizona, USA
    Best for
    Agents, teams and brokerages already on the Lofty CRM who want automated 24/7 lead follow-up without hiring an ISA.

  • Loxo

    Agency ATS and CRM whose AI agents build candidate longlists, find contact details, send follow-ups and write client submittals.

    Type
    AI recruiting agents inside an agency ATS, recruiting CRM and…
    Channels
    Email, calling and SMS (add-on), web app, Chrome extension
    Works with
    Email and calendar sync, Chrome extension, MCP, API (Professional), Loxo Marketplace
    Company
    Loxo
    Best for
    Recruitment and executive search agencies that want sourcing data, outreach, an ATS and a CRM in one system, with agents doing the…

  • Lucy by Rechat

    Voice-driven AI assistant inside Rechat that builds listing and brokerage websites, writes marketing and updates CRM records on request.

    Type
    Embedded AI assistant for real estate agents (voice and text)
    Channels
    Mobile app (voice and text), Web
    Works with
    Rechat People, Marketing and Deals modules, Rechat Websites, MLS and listing data, market reports
    Company
    Rechat · Austin, Texas, USA
    Best for
    Brokerages that want one platform for marketing, CRM and transactions, with an assistant agents can direct by voice from their phones.

  • Outreach Omni and Agent Studio

    Chat agent for Outreach users that answers pipeline questions, sends follow-ups and runs scheduled agents, plus Agent Studio.

    Type
    Conversational sales agent and custom agent builder inside a sales…
    Channels
    Outreach web app, Slack, mobile app, email
    Works with
    Slack, Outreach mobile app, Outreach MCP for CRMs, enablement platforms and product tools
    Company
    Outreach · founded 2014
    Best for
    Mid-size and enterprise sales teams already on Outreach that want reps and managers to query pipeline and act from Slack, mobile or…

  • Recruiterflow

    Agency ATS and CRM whose AIRA agents take call notes, update records, track job changes and support matching and submissions.

    Type
    AI agents inside an agency ATS and CRM (notetaking, record…
    Channels
    Email, text, calls, meetings and LinkedIn (sequences and conversation sync)
    Works with
    LinkedIn, Gmail, Google Calendar, Google Workspace, Microsoft 365
    Company
    Recruiterflow · Newark, US · founded 2016
    Best for
    Recruitment and executive search agencies that want an ATS, CRM and outreach sequences with built-in AI agents at a published per-seat price.

  • Thryv AI Lead Flow

    Captures leads from listings, calls, forms and chat, scores and routes them, and runs follow-ups for small businesses without manual entry.

    Type
    Lead capture, scoring and follow-up agent
    Channels
    Phone, web forms, chat, text messages, listing sites, social posts,…
    Works with
    Thryv Marketing Center, Keap, Google, Yelp, Facebook and 30+ listing sites
    Company
    Thryv Holdings, Inc. · Dallas, Texas
    Best for
    Local service businesses such as contractors, salons and professional practices that miss leads from calls, forms and listings and want follow-up handled…

  • Virtuous Momentum

    Ranks each day’s donor outreach for gift officers, drafts emails in their voice, builds donor plans and logs activity to the CRM.

    Type
    AI donor engagement assistant for major and mid-level gift officers
    Channels
    Email, Phone call scripts, CRM
    Works with
    Virtuous CRM+, Salesforce, Blackbaud, Bloomerang, Email inbox
    Company
    Virtuous
    Best for
    Major and mid-level gift officers who want daily priorities, donor plans and drafted outreach so they can manage larger portfolios.

Explore More Categories

All categories →