Best CRM Software for ChatGPT

Planfix is a cloud-driven CRM solution designed to align customer relationship management with the specific operational needs of a business. Its customizable fields and workflows empower teams to design sales pipelines that reflect their unique processes, all while maintaining a comprehensive record of customer interactions—from initial inquiries to finalized agreements and ongoing support. Communication from various platforms such as email, messaging apps, social networks, and more remains linked to each customer profile, eliminating the need for managers to piece together context from different sources. With the help of Planfix AI, teams can efficiently gather customer information, fill in gaps, categorize requests, and initiate follow-up tasks, significantly reducing the time spent on manual CRM tasks.

ActiveCampaign's customer relationship management system integrates your marketing, sales, and service information, allowing for comprehensive tracking of every interaction in a centralized location. With visual pipelines, automated tasks, and AI-driven lead and deal evaluation, representatives can prioritize their efforts on the most valuable prospects. Additionally, tailored one-on-one emails and outreach strategies facilitate the nurturing of relationships, guiding them towards successful outcomes.

ClickUp transforms into an efficient CRM solution without the high costs associated with specialized platforms. Monitor leads, deals, and accounts using tailored fields, relationship attributes, and adaptable list views. Create sales pipelines effortlessly with drag-and-drop Board layouts, set up automated follow-up notifications, and document communications within task comments. Dashboards provide real-time visualizations of pipeline value, success rates, and team performance. Seamless email integration, form capture, and over 1,000 integrations ensure your CRM is linked to every interaction. Easily scale from a startup to a large enterprise with customizable statuses, automations, and AI-driven insights, all within the same platform your team utilizes for project management.

Admiral stands out as the leading CRM solution tailored specifically for media publishers, spearheading the innovative field of Visitor Relationship Management (VRM) to tackle the distinct obstacles faced by audience-driven enterprises. Unlike conventional CRM systems that focus on managing sales funnels and customer accounts, media publishers require tools to foster connections with anonymous visitors, subscribers, registered users, email audiences, and advertisers on a large scale. With Admiral's VRM platform, publishers can effectively identify, categorize, engage, and monetize their visitors throughout the entire audience journey. The platform empowers publishers to enhance registrations, subscriptions, email lists, first-party data, consented traffic, and visitor revenue using advanced techniques in audience segmentation, personalization, journey optimization, analytics, and automation. As a frontrunner in adblock recovery and publisher revenue enhancement, Admiral enables publishers to fortify their direct relationships with audiences while maximizing both revenue and the lifetime value of visitors.

Microsoft Outlook, part of the Microsoft 365 suite, simplifies communication and organization by bringing your email, calendar, contacts, and tasks into a single, intelligent workspace. Designed for both personal and professional use, Outlook connects seamlessly with Gmail, iCloud, and other services for effortless management of multiple accounts. The integrated Copilot AI assistant streamlines your workflow by summarizing long email chains, prioritizing messages, and even suggesting polished replies. With shared calendars, to-do lists, and scheduling insights, Outlook makes managing work-life balance easier than ever. The platform’s cross-device syncing ensures that your inbox, meetings, and files stay updated on Windows, macOS, iOS, Android, and the web. Outlook’s built-in security protects against phishing, spam, and data breaches while offering encrypted email options for sensitive communication. Users can customize their experience with themes, rules, and add-ons, including apps like Power BI and Adobe Acrobat. Whether for individual productivity or enterprise collaboration, Outlook delivers a unified, secure, and intelligent communication hub.

BotPenguin is a generative AI-driven agent builder, empowering businesses of all sizes to automate customer interactions effortlessly across 10+ platforms—including WhatsApp, Instagram, websites, Telegram, Facebook, and more to elevate customer experience, automate tasks, and increase business growth. With key features like multilingual AI-powered chats, a unified inbox with live chat support, broadcast, appointment booking, and over 80+ integrations, BotPenguin enables users to build intelligent decision-making agents requiring no technical expertise. Today, it serves a global network of 50,000+ customers across 193 countries, supported by over 140 partners, delivering measurable improvements in engagement, efficiency, and customer satisfaction. BotPenguin pledges to donate a portion of every sale made to organizations dedicated to providing essential care and resources for animals in need.

Community is a trusted conversational marketing channel that connects Leaders--entrepreneurs, small businesses, media companies, and brands--to their Members, all via SMS text messaging. Community has witnessed more than 3 billion text exchanges between its Leaders, and their Members. Clickthrough rates were 59% and 95% respectively. Texting with your audience can translate into action, impact and brand loyalty. Why? Why? You can send anything you can in a text message through Community. You can share photos, videos and audio notes. You can segment by age, location, interests, and many other features. Learn why thousands of entrepreneurs, small businesses, artists, and brands use Community for texting with their audience. Get your number now.

Instant happiness, instant responses With Zoho Desk's embeddable Chat widget, you can respond to customers immediately. The embedded chat widgets of Zoho Desk allow you to be at your customers' side when they can't find the answer in your Help Center. Customers can instantly contact your agents via the Help Center to get answers and help faster. Agents can convert chat conversations into tickets if a customer has a more complex issue. Agents can save all chat conversation context, so there is no lost time. Your chat tickets can be left with the team's trusted experts. Zoho Desk allows you to assign tickets from different channels to specific agents and teams. This allows agents to work more efficiently and customers can feel secure.

Calendly is a modern scheduling platform that helps individuals, teams, and organizations save time and reduce the hassle of booking meetings. With Calendly, you can set your availability, share a custom link, and let invitees pick a time that works — all without the back-and-forth emails. The platform syncs automatically with your existing calendars, avoiding conflicts and keeping everyone in the loop. Ideal for professionals across sales, recruiting, customer success, consulting, and more, Calendly supports one-on-one meetings, team availability, group sessions, and automated lead routing through round robin scheduling. Built-in time zone detection, buffer settings, and meeting limits ensure control over your schedule, no matter how simple or complex. Calendly integrates seamlessly with your existing tech stack, including Google Calendar, Outlook, Zoom, Microsoft Teams, Salesforce, HubSpot, Slack, and payment tools like Stripe. Automate reminders, follow-ups, and post-meeting workflows to keep your process running smoothly. From solo entrepreneurs to enterprise teams, Calendly helps you schedule smarter and make every meeting count. Get started for free—no credit card required.

Close is the top CRM for small businesses and startups looking to win more deals in less time. Your team can communicate with prospects or customers in one place using built-in SMS, email, and calling. It's an all-in-one platform that you can use as a standalone tool without the need for any additional sales email tools or calling products. Close is cloud-based and affordable. It's also easy to use and has straight-forward pricing. This makes it a great fit for small and medium-sized businesses. Plans start at $49//month. Close was designed to make salespeople as efficient as possible. With just one click, you can make and receive calls. All calls are automatically logged (no need to enter any data manually!). The phone rings and leads activity information is displayed immediately. This means that you always have the data you need! Support is available via email, phone, FAQ documentation online, and a self service knowledge base.

Ravetree is an all-in-one platform built specifically for client service businesses that need advanced project management, budgeting, and billing—far beyond generic tools. Forecast project budgets, track actual spend, and get instant insights into fees, costs, and profitability with powerful visualizations and reports. This clarity helps you make informed decisions and keep projects financially on track. Ravetree’s robust time tracking and billing features offer unmatched flexibility. Create time logs in one click, assign them to projects or clients, and manage approvals with custom workflows. Set up client-specific rate cards with start and end dates for billing accuracy and consistency. Assign multiple team members to the same task—each with their own bill rate, work role, and time estimate—so you accurately reflect every specialist’s unique contribution and cost. Generate invoices directly from approved time logs and expenses, with seamless QuickBooks integration for efficient financial management. Benefit from advanced resource planning, real-time project visibility, and customizable dashboards—eliminating the need for spreadsheets and disconnected tools. With unlimited file storage, secure client portals, and real-time collaboration, Ravetree keeps your team and clients connected and informed throughout every project. Whether you manage creative, digital, or consulting projects, Ravetree is the ideal solution for businesses that need a platform that truly supports their needs and drives client satisfaction.

Introducing Userback, the leading user research platform tailored for small teams dedicated to gaining deep insights into user behaviors and enhancing product development. Userback provides the tools to capture feedback in a visually enriched format, along with metadata, to offer a profound understanding of user sentiment and actions through in-app surveys such as NPS, CES, and CSAT metrics. With Userback, you can enrich feedback context by diving into detailed session replays. Effortlessly segment users and monitor their interactions right from the point of login. With the ability to target specific user segments for personalized surveys, you can gain a comprehensive overview of user experiences from initial trial to potential churn. Elevate your brand image through customized feature portals, public roadmaps, and a centralized feedback hub that not only streamlines processes but also significantly boosts closure rates. Worried about coding? No problem at all! Start your journey promptly with a user-friendly browser extension, designed for internal quality assurance and meticulous bug tracking.

SMS-iT CRM is a semi-sentient cutting-edge, communication-focused platform for sales and marketing. This all-inclusive system is engineered for perpetual expansion, offering an extensive array of tools catering to lead acquisition, client nurturing, sales oversight, and retention. With over 50 specialized sales and marketing tools, including built-in artificial intelligence, unlimited calling and texting, smart inbox with messaging channels, funnel and site builder, social media planner, appointment booking system, and more, SMS-iT equips businesses for success. Notably, SMS-iT possesses semi-sentient capabilities, allowing it to comprehend text inputs, offer contextually relevant suggestions or responses, and continuously learn from user interactions for future engagements. Moreover, SMS-iT CRM distinguishes itself with features like SIM card integration, advanced AI functionalities for messaging and marketing, a network of 30 SMS gateways, and cutting-edge blockchain and IoT capabilities. Customized to expedite business growth and optimize monthly software expenses, SMS-iT CRM stands as a versatile solution poised for businesses to thrive in dynamic markets.

Small businesses that sell B2B can use a simple but powerful CRM. It automates your CRM using existing data to build better relationships with customers and increase sales. It is a visual, intuitive and simple-to-use sales tool. Built on happiness, with the latest tech, for humans.

Maintain an organized and easily accessible address book with Google Contacts, a complimentary contact management tool that seamlessly integrates with G Suite and Gmail, ensuring your contacts are securely backed up and available across all your devices. Additionally, this solution allows for effortless updates and sharing, making it ideal for both personal and professional use.

Designed with you in mind, the emfluence Marketing Platform offers an intuitive interface and powerful features to streamline your digital marketing efforts. Whether you're launching personalized campaigns, managing multiple brands, or crafting strategies, our platform empowers you to succeed with: Email Automation: Create automated workflows that nurture leads and drive conversions. Email Marketing: Design and easily send impactful email campaigns, featuring advanced personalization options like conditional content. Social Media Management: Schedule, publish, and monitor your social media posts from one place. SMS Marketing: Engage your audience with timely and relevant SMS campaigns. Landing Pages: Create high-converting landing pages to capture leads. Automated Reporting: Understand the impact of your marketing campaigns by leveraging custom reports and analytics across channels, assets, people, and places. Website Tracking: Track visitor interactions on your website to optimize marketing strategies. Lead Scoring: Prioritize leads based on their engagement and interactions. Marketing Calendar: Plan, schedule, and manage your marketing campaigns in a centralized calendar.

Kommo (formerly amoCRM), is the first messaging-powered CRM in the world. Multi-channel communication allows you to communicate with your customers via messengers, emails, or phone calls using one app. Every interaction with customers can now be personalized and one-on-one. Managers love the powerful analytics, reporting, and automation tools. It's the ideal messenger-based sales solution to entrepreneurs and small businesses.

Enhance your customer communication by adding a personal touch, which can significantly improve satisfaction through the use of live chat. Crisp goes beyond mere chat software by streamlining all aspects of your customer interaction into a single platform. Your customers will enjoy a fantastic experience with a collaborative inbox, allowing you to address inquiries from website visitors with ease while simultaneously cutting costs using our live chat application! Research indicates that visitors who engage through chat support are more inclined to complete a purchase. With our complimentary chat solution, you can implement automated messaging that fosters proactive customer service, transforming casual visitors into potential clients. If you believe CRM software is solely about managing contacts, it’s time to shift your perspective. Crisp CRM offers a wealth of features that extend far beyond basic functionality, providing small businesses with tools to automate mundane tasks, enabling them to secure more deals. With Crisp, you can funnel more high-quality leads into your sales pipeline efficiently and effectively. This not only enhances operational efficiency but also ensures your business is well-equipped to thrive in a competitive market.

QUESTIONSTAR brings questionnaire creation, response collection and statistical analysis into one online survey platform. It is available to individuals and organizations, including students, educators, researchers, universities, businesses, nonprofits and public-sector teams. Employee feedback, customer surveys and academic research are examples of its uses. The interface is available in German, English and Russian. Surveys can be created in any language, including multilingual questionnaires. Build surveys with branching, randomized questions, a custom design and printable paper versions. Distribute them through links, QR codes, email or website embedding. Analyze responses with charts, cross-tabulations, correlations, t-tests and regression. Export reports to Word, Excel, PowerPoint or PDF, or export raw data to SPSS, XLSX and CSV. Connect workflows through Zapier, n8n, webhooks and the REST API. Google Data Studio and Microsoft Power BI support external dashboards; MCP connects supported AI clients including ChatGPT, Claude and Cursor. Qualtrics import helps move existing questionnaires. Survey data is hosted in Germany, and a data processing agreement is available. The free plan has no time limit and includes survey features for one active survey with up to 50 responses. Paid plans provide unlimited responses per survey and white-label questionnaires. Active-survey limits, email allowances and administration features vary by plan. SSO/SAML, custom domains and on-premise deployment require the relevant plan, add-on or agreement. Start with FREE to evaluate the survey workflow before choosing a paid plan.

JeffreyAI is an AI-powered business automation platform developed to boost sales and marketing activities. It delivers functionalities for generating leads, automating emails, managing social media content, marketing via WhatsApp, and conducting SMS campaigns. Furthermore, it equips users with resources for streamlining workflows, dynamically interacting with customers, and automating numerous operations to evolve business approaches. Through the adoption of sophisticated AI technologies, JeffreyAI seeks to optimize processes, enhance productivity, and foster business expansion, enabling users to concentrate on cultivating relationships and conducting deal discussions. * Marketing Automation * Sales Automation * CRM (Customer Relationship Management) * Email Marketing * Social Media Management * SMS & WhatsApp Marketing Tools * AI Sales Assistant * Workflow Automation * Business Intelligence * Conversational Marketing * Lead Generation

Clientish is client management software for agencies, freelancers, consultants, and service businesses that want to manage client work in one place. It brings the full workflow together: Lead → Client → Order → Team → Tasks → Communication → Invoice → Payment → Support → Delivery. Teams can manage leads, client records, service orders, projects, tasks, proposals, invoices, subscriptions, and support tickets. They can assign work to internal and remote team members, share files, track progress, and communicate through live chat and team messaging. Clients use a branded portal to browse services, track orders, submit requirements, request revisions, approve deliveries, pay invoices, exchange files, and contact support. Clientish also supports custom branding and domains.

Argento CRM is a cloud-based application designed for customer relationship management, catering specifically to small businesses and independent professionals. It effectively organizes records for companies and contacts, manages deal pipelines, and oversees tasks, projects, and support tickets, complete with subtasks and email notifications. Teams can handle documents, create a knowledge base, and communicate seamlessly through an integrated chat feature. The Discover function enhances lead generation by researching organizations and potential contacts from various online sources, verifying details, and incorporating leads into CRM records. Furthermore, it captures submissions from website forms and facilitates scheduled email campaigns sent directly from the user's mailbox, complete with tracking for opens and clicks. An integrated Model Context Protocol (MCP) server also allows compatible AI assistants to interact with CRM data, enabling users to search, summarize, create, and update records according to their access privileges. By blending customer relationship management, sales pipeline management, support, and essential project tasks into a single browser-accessible platform, Argento CRM streamlines operations and enhances efficiency for its users. This comprehensive approach ensures that businesses can effectively engage with their customers while managing internal processes efficiently.

Flusia is a cloud-based customer relationship management system designed specifically for small to medium-sized enterprises, including sales teams, agencies, and professional services. It integrates contact management, lead generation, sales tracking, quotations, and customer interactions into one collaborative platform, alongside tools for calendars, email, and WhatsApp to enhance sales efforts. Teams can effectively manage projects, tasks, appointments, and client portals, while visual workflows streamline specific CRM functions through automation. Additionally, marketing functionalities encompass campaign newsletters and analytics, while invoicing, inventory management, and e-commerce options are accessible through various plans or as additional features. Integrations with popular services such as Google Workspace, Microsoft 365, Fatture in Cloud, WooCommerce, and Shopify enable seamless synchronization of customer details, calendars, orders, and billing data. Offered as a web service, Flusia provides pricing tiers based on the size of the team, making it scalable for growing businesses. The platform’s versatility not only enhances operational efficiency but also fosters better client relationships through improved communication and organization.

Unlock the full capabilities of your content through a tailored support platform akin to ChatGPT. Korra transforms the customer support experience by utilizing sophisticated natural language processing to comprehend intricate inquiries, providing contextually relevant and precise answers derived solely from your proprietary content. Users can look forward to receiving accurate responses, complete with highlighted information or time stamps for easy reference. Discover a more intelligent, effective, and perpetually enhancing AI knowledge repository that adapts to the dynamic requirements of your organization. Setting up your automated, private AI knowledge base takes mere seconds. Korra accommodates all file formats, including video, and securely assimilates knowledge exclusively from the documents you provide. You can easily customize, brand, and deploy your AI chat support solution in no time. With three robust deployment options available, customers can engage with Korra from any device, at their convenience, and in their preferred manner. The platform also maintains a traditional knowledge base search interface, accessible through a dedicated support URL, ensuring a seamless user experience. This innovative approach not only streamlines support but also enhances customer satisfaction and engagement.

HaloCSM is an integrated customer management platform built to support sales, marketing, service, and customer relationship management from a single application. Rather than requiring organizations to purchase separate modules for different departments, HaloCSM combines pipelines, campaigns, ticketing, reporting, knowledge, portals, and automation in one environment. Sales teams can capture and score new leads, automatically route prospects, manage multiple pipelines, and generate weighted forecasts. Workflow automation can trigger tasks, approvals, and follow-ups as opportunities move through different stages of the sales process. Marketing and service teams can use the same customer record to view emails, campaign activity, deals, support tickets, and other interactions throughout the relationship. AI functionality is incorporated into the platform to assist with automation, productivity, and customer-facing workflows. Administrators can configure fields, pipelines, dashboards, and automations without depending heavily on outside consultants or custom development. HaloCSM also supports integrations with email, telephony, ERP, accounting, collaboration, and other business systems through APIs, webhooks, and native connections. Security, governance, multiple deployment options, audit capabilities, and compliance features make the platform suitable for organizations that need a scalable customer management system with broad operational coverage.