New: every message picks a fast or a slow model

AI agents for CRM

Definable agents can work in 52 CRM apps, connected once on your own account, and anything that writes or sends can wait for your approval.

Apps

HubSpot

crm

HubSpot is an inbound marketing, sales, and customer service platform integrating CRM, email automation, and analytics to facilitate lead nurturing and seamless customer experiences

304 actions · 2 triggers

Pipedrive

crm

Pipedrive is a sales management tool built around pipeline visualization, lead tracking, activity reminders, and automation to keep deals progressing

275 actions · 3 triggers

Tave

crm

Tave is the best Studio Management Application for Photographers, providing tools for client management, job tracking, and business operations.

129 actions

Salesforce

crm

Salesforce is a leading CRM platform integrating sales, service, marketing, and analytics to build customer relationships and drive business growth

97 actions · 7 triggers

AgencyZoom

crm

AgencyZoom is for the P&C insurance agent that's looking to increase sales, boost retention and analyze agency & producer performance.

99 actions

Clio Manage

crm

Clio Manage legal practice management for US, EU, Canada, and Australia accounts. Manage clients, matters, calendars, tasks, time, and billing.

99 actions

Follow Up Boss

crm

Follow Up Boss is the leading CRM for high-growth real estate businesses. Get all your leads in one place & take control of your follow up so you can work smarter.

99 actions

Copper

crm

Copper is a customer relationship management platform for managing contacts, companies, leads, opportunities, projects, tasks, activities, files, and webhooks.

65 actions

Close

crm

Close is a CRM platform designed to help businesses manage and streamline their sales processes, including calling, email automation, and predictive dialers.

6 actions · 45 triggers

CentralStationCRM

crm

CentralStationCRM is an easy-to-use CRM software focusing on collaboration and long-term customer relationships.

43 actions

RepairShopr

crm

RepairShopr is a comprehensive repair shop management software designed to streamline operations, manage customer relationships, and enhance business efficiency.

38 actions

Jobber

crm

Jobber is a field service management platform for managing clients, jobs, scheduling, quotes, invoices, and payments.

36 actions

Gorgias

crm

Gorgias is a helpdesk and live chat platform specializing in e-commerce, offering automated support, order management, and unified customer communication

32 actions

Apollo

crm

Apollo provides CRM and lead generation capabilities, helping businesses discover contacts, manage outreach, and track sales pipelines for consistent customer relationship development

31 actions

Check Cherry

crm

Check Cherry is a business management platform for photography and event service companies, with tools for leads, bookings, appointments, offerings, payments, and workflows.

25 actions

JobNimbus

crm

JobNimbus is a CRM and project management software designed for contractors, helping streamline scheduling, estimates, invoicing, and job tracking.

21 actions

Workiz

crm

Workiz is a field service management platform for scheduling jobs, managing leads and teams, and recording payments.

21 actions

Affinity

crm

Affinity helps private capital investors to find, manage, and close more deals

20 actions

Forcemanager

crm

ForceManager is a mobile-first CRM designed to enhance sales team productivity by providing real-time insights and streamlined management of customer interactions.

20 actions

Simla.com

crm

Simla.com is an omnichannel CRM platform with AI for automating communications, measuring team performance, managing customer data, and integrating delivery services and order management.

19 actions

Agiled

crm

Agiled is an all-in-one business management platform designed to streamline operations such as CRM, project management, finance, and more.

18 actions

Zoominfo

crm

ZoomInfo is a go-to-market intelligence platform that provides AI-powered B2B data and sales intelligence to help GTM teams find in-market buyers, build pipeline, and close deals faster.

17 actions

Dynamics 365

crm

Dynamics 365 from Microsoft combines CRM, ERP, and productivity apps to streamline sales, marketing, customer service, and operations in one integrated platform

16 actions

HighLevel Agency

crm

Manage agency-level HighLevel company data, users, custom menus, snapshots, and installations without location-level access.

16 actions

Firmao

crm

Firmao is a business information platform offering data and insights on companies, industries, and markets, providing tools for company research, industry analysis, and market intelligence.

15 actions

Kommo

crm

Kommo CRM is a platform for managing customer relationships, sales pipelines, and business processes.

15 actions

Pipeline CRM

crm

Pipeline CRM is a sales-focused customer relationship management tool designed to help teams track leads, manage deals, and streamline workflows.

15 actions

Zendesk

crm

Zendesk provides customer support software with ticketing, live chat, and knowledge base features, enabling efficient helpdesk operations and customer engagement

12 actions · 2 triggers

GorillaDesk

crm

GorillaDesk is field service management software for pest control and other service businesses, covering customers, jobs, estimates, invoices, payments, and related operations.

13 actions

Capsule CRM

crm

Capsule CRM is a simple yet powerful CRM platform designed to help businesses manage customer relationships, sales pipelines, and tasks efficiently.

12 actions

Folk

crm

folk is a next-generation CRM designed for teams to manage and nurture their relationships efficiently.

12 actions

NetHunt CRM

crm

NetHunt is a Gmail CRM that brings sales automation and drip campaigns straight to your inbox

12 actions

Zoho Bigin

crm

Zoho Bigin is a simplified CRM solution from Zoho tailored for small businesses, focusing on pipeline tracking and relationship management

12 actions

Attio

crm

Attio is a fully customizable workspace for your team's relationships and workflows.

11 actions

Agile CRM

crm

Agile CRM combines contact management, sales pipelines, marketing automation, tasks, campaigns, and customer support in one platform.

10 actions

Odoo

crm

Open-source ERP and CRM platform for business management, including sales, accounting, inventory, and project management

10 actions

WildApricot

crm

WildApricot is an association management platform for administering contacts, memberships, events, finances, email, and online stores.

10 actions

NoCRM.io

crm

noCRM.io is a lead management software designed to help sales teams track and close deals efficiently.

9 actions

Acculynx

crm

AccuLynx is the leading, all-in-one roofing software designed to streamline every aspect of a roofing business.

8 actions

Twenty

crm

The #1 Open-Source CRM. Modern, powerful, affordable platform to manage your customer relationships.

8 actions

Freshdesk

crm

Freshdesk provides customer support software with ticketing, knowledge base, and automation features for efficient helpdesk operations and better customer experiences

7 actions

Zixflow

crm

AI-CRM and Messaging Across SMS, Email, and WhatsApp

7 actions

Salesmate

crm

Salesmate is an AI-powered CRM platform designed to help businesses engage leads, close deals faster, nurture relationships, and provide seamless support through a unified, intuitive interface.

6 actions

Zoho

crm

Zoho is a suite of cloud applications including CRM, email marketing, and collaboration tools, enabling businesses to automate and scale operations

6 actions

Ascora

crm

Ascora is a cloud-based field service management software designed to streamline operations for service-based businesses, offering features such as job scheduling, invoicing, customer management, and mobile access.

5 actions

Page X

crm

PageX is an all-in-one platform combining CRM, page builder, and online course builder to help businesses manage leads, build websites, and create courses.

5 actions

Godial

crm

GoDial is an automatic call app, mobile CRM, and outbound dialer software that transforms your phone into a call center, enabling efficient management of calls and contacts.

4 actions

Fireberry

crm

Fireberry is a CRM platform that offers integrations with various tools and applications to streamline business processes.

3 actions

Helloleads

crm

HelloLeads is a smart and simple lead management solution designed for small businesses to streamline lead capture, tracking, and engagement.

3 actions

Parma

crm

Parma CRM is a relationship management app designed to help you accelerate growth by deepening and nurturing your business relationships.

3 actions

Espocrm

crm

EspoCRM is an open-source web application that allows businesses to manage their customer relationships effectively.

2 actions

Simplesat

crm

Simplesat captures customer feedback and CSAT scores through surveys, integrating directly with helpdesk systems for real-time performance insights

2 actions