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  1. Home
  2. AI SALES TOOLS
  3. AI Sales Workflow

Best AI Sales Workflow Tools

AI sales automation software handles the messy work of connecting data sources and running complex sales processes automatically. These tools pull information from your CRM, third party databases, and hundreds of other sources, then use that data to trigger specific actions based on what prospects are actually doing. A marketing team might set up a workflow that spots when a company just raised funding, finds the right contact person, and automatically adds them to a targeted outreach sequence. The technology works by layering AI for sales enablement on top of data connections. These platforms connect to your existing sales tools through APIs and use something called waterfall enrichment to find contact information by checking multiple databases until they get a hit. The AI agents built into these systems can read unstructured data like news articles or job postings, score leads based on company characteristics and technology usage, and write personalized messages for each prospect. You get CSV files, API calls to your CRM, and draft emails that reference specific details about each company. Sales engagement AI platforms differ from general automation tools like Zapier because they come with sales specific data sources and pre built workflows for common prospecting tasks. They also work differently than traditional email sequencing platforms by focusing on the research and data gathering that happens before you send anything. Most of these tools feed intelligence into your existing CRM and email tools, though some now include their own messaging capabilities. Sales teams use automated sales intelligence for tasks like building target account lists, keeping CRM data clean, and running intent based campaigns. A typical workflow might automatically identify companies that just hired a new engineering leader, research that person's background and the company's recent projects, write a relevant outreach message, and sync everything to a sales rep's email tool. Teams report cutting prospecting time from hours to minutes per lead, which lets reps spend more time actually talking to prospects. The technology is getting better at handling complex logic and multi step processes that used to require manual work.

See also:

AI All-in-One Prospecting
AI Voice Transcription
Best AI Sales Tools
AI Personalization
AI Intent Signals
AI Competitive Intelligence
AI Pricing Optimization
AI Copywriting
AI Models
AI ICP Analysis
Clay

Clay

Prospect Differently

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Pricing

Starting at $149

Key Features

Recurring workflows
CRM enrichment and hygiene
Targeted lead list building
Clay

Clay

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Clay helps Go-To-Market teams access unique data from 100+ sources and AI agents, enabling them to automate growth workflows. It delivers value by enriching customer data, tracking intent signals, formatting data with AI, and constantly updating tools like CRM and email sequencers.

Best For

Startups
SMBs
Enterprise
Artisan

Artisan

We Create Advanced Digital Workers

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Pricing

Pricing not listed; talk to sales

Key Features

B2B data access
AI-powered lead research
Multi-channel outreach automation
Artisan

Artisan

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Artisan helps outbound sales teams automate manual tasks like prospecting with an AI BDR named Ava. It delivers value by providing access to a B2B database, identifying intent signals, and personalizing outreach through email and LinkedIn.

Best For

Startups
Mid-market
Enterprise
Cargo

Cargo

Revenue orchestration platformon top of your data warehouse

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Pricing

Starting at $0.14

Key Features

Manage AI agents for leads
Multi-agent workflows for GTM
Real-time lead data insights
Cargo

Cargo

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Cargo helps go-to-market teams build AI workflows to streamline sales processes and unify their GTM stack. This empowers users, like RevOps and GTM teams, to independently drive projects, aggregate data, enrich CRM records, and ultimately accelerate revenue growth.

Best For

Startups
Scale-ups
Mid-market
Persana

Persana

Supercharge Your RevenueWith AI Automations

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Pricing

Starting at $68

Key Features

AI-driven CRM enrichment
Live buyer signal tracking
Automated personalized outreach
Persana

Persana

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Persana AI Platform helps sales professionals like Bryant, I. Badreddine, and Deb P. to target leads and personalize outreach efficiently. It achieves this by generating highly targeted emails using specified tones and voices, allowing for quick segmentation and personalization of leads.

Best For

Startups
Scale-ups
SMBs
Zapier

Zapier

The easiest way to automate your work

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Pricing

Starting at $19.99

Key Features

No-code automation across apps
Custom AI workflows and agents
Pre-built automation templates
Zapier

Zapier

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Zapier helps businesses and individuals automate workflows between different web applications without requiring coding. This is delivered by connecting over 7,000 apps with "Zaps" that link triggers and actions, and creating custom AI chatbots and agents to handle tasks across those apps.

Best For

Startups
SMBs
Enterprise
Make

Make

Achieve more in less timewith fewer people

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Pricing

Starting at $9

Key Features

Visual orchestration platform
AI-assisted no-code automation
Real-time monitoring and insights
Make

Make

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Make helps businesses, IT departments, operations teams, marketing teams, sales teams, finance departments, customer experience teams, and HR departments automate workflows by connecting apps and services. It allows users to visually design and deploy automations through a no-code platform with pre-built integrations and the flexibility to integrate with almost anything via APIs.

Best For

Startups
SMBs
Mid-market
Enterprise
Overloop.ai

Overloop.ai

AI-powered Sales Automation Platform

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Pricing

Starting at $69

Key Features

AI-powered personalized email writing
Multichannel campaigns with email and LinkedIn
Large database of verified contacts
Overloop.ai

Overloop.ai

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Overloop AI helps sales teams and businesses automate their sales prospecting with AI-driven lead generation, email writing, and campaign execution. It delivers these services by leveraging a large B2B database, AI-powered personalization, and multi-channel automation across email and LinkedIn for efficient outreach.

Best For

Startups
SMBs
Mid-market
Default

Default

Automate Workflows with Default

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Pricing

Starting at $500

Key Features

Scheduling meetings with qualified leads
Assign and route leads fairly
Identify anonymous website visitors
Default

Default

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Default helps fast-growing GTM teams and RevOps leaders automate lead routing, scheduling, and other revenue workflows. It streamlines pipeline conversion by providing forms, enrichment, and CRM automation capabilities within a unified platform.

Best For

Startups
Scale-ups
Mid-market
Tiga

Tiga

Hire Tiga Sales AI to Prospect for You

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Pricing

Pricing not listed; talk to sales.

Key Features

Discover custom buyer signals
Personalize outreach at scale
Automate prospecting plays
Tiga

Tiga

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Tiga AI helps GTM leaders and sales teams prospect warmly using insight-based interactions. It discovers custom buyer signals and uses them to automate personalized and relevant outreach at scale.

Best For

Startups
Scale-ups
Mid-market
Enterprise
Capsule

Capsule

CRM Made Simple

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Pricing

Pricing not listed; talk to sales.

Key Features

Contact management in single view
Tasks and calendar organization
Sales pipeline control dashboard
Capsule

Capsule

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Capsule helps small businesses win more deals by being more productive and delighting their customers. It enables you to manage contacts, sales pipelines, projects, track analytics, and automate workflows, all while integrating with other business tools.

Best For

Startups
SMBs
Mid-market
Relevance AI

Relevance AI

Build your AI Workforce - AI for Business

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Pricing

Starting at $29

Key Features

Build and manage AI workforce
Customize agents with natural language
Deploy and scale confidently
Relevance AI

Relevance AI

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Relevance AI helps ops teams and subject-matter experts build and manage AI agents without needing technical skills. It offers a no-code platform where users can customize AI agents with AI tools and set triggers for automated task completion, allowing for integration with existing systems and scalability.

Best For

Startups
Scale-ups
SMBs
Mid-market
Enterprise
Bardeen AI

Bardeen AI

AI-powered GTM workflow automation platform

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Pricing

Starting at $99

Key Features

AI-powered workflow automation
No-code builder for workflows
CRM enrichment automation
Bardeen AI

Bardeen AI

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Bardeen automates GTM workflows with AI-powered integrations, boosting team productivity and efficiency. It connects apps, simplifies tasks, and scales what works best

Best For

Startups
Scale-ups
SMBs
Linkamber

Linkamber

Automate, unify, and scale GTM systems.

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Pricing

Pricing not listed; talk to sales.

Key Features

Automate manual tasks
Unify sales systems
Deliver targeted leads
Linkamber

Linkamber

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Linkamber automates and unifies GTM systems with AI to boost lead quality and revenue. It saves 85% of manual tasks, drives pipeline growth, and accelerates workflows.

Best For

Startups
Scale-ups
SMBs
Twin

Twin

Skilled AI agents automating complex operations

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Pricing

Pricing not listed; talk to sales.

Key Features

Skilled AI agent for automation
Domain-specific specialized agents
Secure access management
Twin

Twin

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Twin automates complex workflows with AI agents that control apps via browsers, boosting speed and accuracy. It offers secure, scalable invoice collection and operations automation without API limits.

Best For

SMBs
Mid-market
Enterprise
Paperform

Paperform

Easiest AI-powered form creator online

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Pricing

Starting at $24

Key Features

AI form creation
eSignatures and payments
Scheduling and booking management
Paperform

Paperform

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Paperform is an easy AI form builder for creating automated forms, surveys, payments, and bookings fast. It simplifies workflows with custom calculations, eSignatures, and integrations to save time and boost productivity.

Best For

Indie
Startups
Agencies
360 SMS App

360 SMS App

Salesforce-native SMS and messaging integration

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Pricing

Pricing not listed; talk to sales.

Key Features

Automated texting with workflows
Batch texting via reports
Conversational 1-on-1 texting
360 SMS App

360 SMS App

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360 SMS is a Salesforce-native messaging app enabling automated, bulk, and 2-way SMS to boost customer reach and conversions. It offers templates, link tracking, and multi-channel texting for fast, effective communication.

Best For

Startups
SMBs
Mid-market
Textdrip

Textdrip

Automate compliant, personalized SMS marketing.

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Pricing

Starting at $19.99

Key Features

Multi-number support
SMS automation
Scheduled messages
Textdrip

Textdrip

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Textdrip automates SMS marketing with multi-number support, drip campaigns, and AI tools to boost engagement and sales.

Best For

Indie
Startups
SMBs
Wishpond

Wishpond

AI-powered all-in-one marketing platform.

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Pricing

Pricing not listed; talk to sales.

Key Features

AI-powered marketing automation
Landing page and form builder
Email and SMS marketing
Wishpond

Wishpond

View

Wishpond is an AI-powered marketing platform that builds landing pages, automates emails, and scales sales efficiently. It helps businesses generate qualified leads and grow smarter with integrated tools.

Best For

Startups
SMBs
Enterprise
Bitscale AI

Bitscale AI

Personalized outbound at scale

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Pricing

Starting at $349

Key Features

Enrich data from multiple sources
Find leads from LinkedIn
Build personalized AI campaigns
Bitscale AI

Bitscale AI

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Bitscale helps RevOps teams and GTM teams scale outbound by providing data enrichment, phone numbers, and intent signals. It delivers this value using AI research tools to automate web research, 75+ playbooks, and validated mobile numbers, while connecting with HubSpot to enrich data.

Best For

Scale-ups
Agencies
SMBs
Common Room

Common Room

Customer Intelligence Platform | Run GTM Intelligently

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Pricing

Starting at $1,000

Key Features

Buy signals detection
Identity resolution engine
Automated outbound plays
Common Room

Common Room

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Common Room helps sales, marketing, revenue operations, community, and DevRel teams by providing them with actionable customer intelligence. It achieves this by capturing buying signals from numerous channels, unifying them with AI, and automating personalized outreach.

Best For

Mid-market
Enterprise
Dapta

Dapta

AI-driven calls and marketing automation

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Pricing

Free

Key Features

Dapta core functionality
User-friendly interface
Regular updates and improvements
Dapta

Dapta

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Dapta automates AI voice calls and marketing workflows to book qualified meetings faster. It boosts sales by instantly qualifying leads and managing customer interactions seamlessly.

Best For

Enterprises
SMB
Startups
GrowSurf

GrowSurf

Turnkey referral program software, no dev.

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Pricing

Free

Key Features

GrowSurf core functionality
User-friendly interface
Regular updates and improvements
GrowSurf

GrowSurf

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GrowSurf is referral program software that automates customer acquisition with fast setup and AI-powered optimization, boosting growth and ROI.

Best For

Enterprises
SMB
Startups
Octave

Octave

Welcome to Generative GTM

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Pricing

Starting at $119

Key Features

Real-time context engine
ICP tailored messaging
AI agents research leads
Octave

Octave

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Octave helps go-to-market teams uncover insights to improve outbound messaging and accelerate growth. It provides a platform to learn what a company does, who cares, and why they buy, and then helps optimize product positioning with practical, actionable insights and real-time data.

Best For

Startups
Scale-ups
SMBs
Mid-market
Enterprise
Unify

Unify

Generate More Pipeline with Warm Outbound

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Pricing

Starting at $1,460

Key Features

Signals for person and company insights
Build scalable repeatable plays
Automate research and personalization
Unify

Unify

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Unify helps revenue teams scale their outbound creativity with a unified workflow for prospecting, personalization, and engagement. It leverages intent data, AI, and automation to enable identification of ready-to-buy prospects and delivery of personalized multi-touch sequences.

Best For

Startups
Scale-ups
Mid-market
Chili Piper

Chili Piper

Qualify, route, schedule leads instantly.

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Pricing

Starting at $15

Key Features

Qualify prospects instantly
Route leads with SLAs
Schedule meetings from webforms
Chili Piper

Chili Piper

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Chili Piper automates lead qualification, routing, and scheduling to double your sales pipeline. Book meetings instantly from webforms, chat, and email—all in one platform.

Best For

SMBs
Mid-market
Enterprise
I Love My CRM

I Love My CRM

Automated CRM with all-in-one dashboard.

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Pricing

Starting at $97

Key Features

Built-in website and funnel builder
Automated email
text
I Love My CRM

I Love My CRM

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I Love My CRM automates follow-ups, scheduling, and messaging in one dashboard to save time and grow your business. Effortlessly manage leads, appointments, and communications across SMS, email, phone, and social media.

Best For

Indie
Startups
SMBs
Polymail

Polymail

Email productivity with intelligent automation.

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Pricing

Starting at $10

Key Features

Email tracking
Contact profiles
Follow-up reminders
Polymail

Polymail

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Polymail is an email tool that boosts productivity with tracking, automation, and collaboration. Save time and manage conversations efficiently to focus on high-impact work.

Best For

Startups
Scale-ups
SMBs
Strada

Strada

Phone AI agents scaling insurance calls.

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Pricing

Pricing not listed; talk to sales.

Key Features

Inbound & outbound calls
Live actions and transfers
Appointment scheduling
Strada

Strada

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Strada is a conversational AI platform that scales insurance calls with 24/7 phone and SMS service, boosting retention and speeding workflows. It offers pre-built use cases, live actions, and CRM automation for accurate, cost-effective customer interactions.

Best For

Mid-market
Enterprise
Poexis

Poexis

Agentic AI platform accelerating GTM growth

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Pricing

Pricing not listed; talk to sales.

Key Features

Scale ABM outcomes faster
Accelerate partner-led growth
Empower sellers to close deals
Poexis

Poexis

View

Poexis is an agentic AI platform that accelerates GTM growth with personalized engagement and automation. It enables sellers to generate pipeline and close deals faster at scale.

Best For

Startups
Scale-ups
Mid-market
Enterprise
Pypestream

Pypestream

AI-powered microagents automating enterprise workflows.

View

Pricing

Free

Key Features

Pypestream core functionality
User-friendly interface
Regular updates and improvements
Pypestream

Pypestream

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Pypestream automates business processes with AI-powered microagents for instant support and cost reduction. It seamlessly integrates with platforms to boost customer satisfaction and operational efficiency.

Best For

Enterprises
SMB
Startups
Hyperline

Hyperline

Smarter billing and automated revenue management

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Pricing

Starting at $199

Key Features

Fastest way from quote to contract
Flexible plans and subscriptions
Fully automated real-time usage billing
Hyperline

Hyperline

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Hyperline is a revenue platform that automates billing, CPQ, and usage-based pricing for faster, precise quote-to-cash management. It offers real-time invoicing, AI monitoring, and global compliance to scale revenue seamlessly.

Best For

Startups
Scale-ups
SMBs
Mid-market
Enterprise
Automation Anywhere

Automation Anywhere

Agentic AI powering enterprise automation.

View

Pricing

Free

Key Features

Automation Anywhere core functionality
User-friendly interface
Regular updates and improvements
Automation Anywhere

Automation Anywhere

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Automation Anywhere powers agentic AI with unified Process Reasoning Engine for fast, scalable enterprise automation. Transform legacy bottlenecks into seamless, cost-effective operations across industries.

Best For

Enterprises
SMB
Startups
Browserbase

Browserbase

Scalable, secure headless browser infrastructure platform

View

Pricing

Starting at $20

Key Features

Seamless integration with popular frameworks
Scalable serverless infrastructure
Fast global browsers
Browserbase

Browserbase

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Browserbase is a scalable, secure web browser platform powering AI agents with seamless Playwright integration and real-time controls. It enables fast, reliable automation with global browsers, isolated instances, and developer-friendly APIs.

Best For

Startups
Scale-ups
Enterprise
Scribe

Scribe

Instantly create and share workflow guides.

View

Pricing

Free

Key Features

Scribe core functionality
User-friendly interface
Regular updates and improvements
Scribe

Scribe

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Scribe instantly captures workflows to create step-by-step guides, boosting team efficiency and accuracy. Save time and improve training with easy-to-share, AI-powered documentation.

Best For

Enterprises
SMB
Startups
Stripe

Stripe

Integrated financial infrastructure to grow revenue

View

Pricing

Starting at $2.9

Key Features

Accept payments online and in-person
Manage subscriptions and billing
Prevent fraud with AI
Stripe

Stripe

View

Stripe is a fully integrated financial platform that powers payments, billing, and revenue growth. It helps businesses accept payments online and in person, automate finance operations, and expand globally.

Best For

Indie
Startups
Enterprise
Ramp

Ramp

Corporate cards, payments, and accounting automation.

View

Pricing

Free

Key Features

Ramp core functionality
User-friendly interface
Regular updates and improvements
Ramp

Ramp

View

Ramp simplifies finance with corporate cards, expense management, and accounting automation, saving time and money.

Best For

Enterprises
SMB
Startups
Engini

Engini

No-code AI workflow automation platform.

View

Pricing

Free

Key Features

Engini core functionality
User-friendly interface
Regular updates and improvements
Engini

Engini

View

Engini automates workflows and integrates core systems with no-code tools, boosting efficiency. Start for free to streamline tasks and connect your data seamlessly.

Best For

Enterprises
SMB
Startups
Albato

Albato

AI-driven no-code automation for workflows.

View

Pricing

Free

Key Features

Albato core functionality
User-friendly interface
Regular updates and improvements
Albato

Albato

View

Albato is an AI-driven no-code iPaaS that automates workflows and integrates 1,000+ apps seamlessly. It reduces automation costs by 60% and requires no tech skills.

Best For

Enterprises
SMB
Startups
Crisp

Crisp

AI-powered omnichannel customer support platform.

View

Pricing

Free

Key Features

Crisp core functionality
User-friendly interface
Regular updates and improvements
Crisp

Crisp

View

Crisp is an AI-powered customer support platform with omnichannel inbox, smart automation, and CRM to enhance team efficiency and customer experience.

Best For

Enterprises
SMB
Startups
Auto-GPT

Auto-GPT

AI platform automating digital workflows efficiently

View

Pricing

Free

Key Features

Auto-GPT core functionality
User-friendly interface
Regular updates and improvements
Auto-GPT

Auto-GPT

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AutoGPT automates digital tasks with AI agents, boosting efficiency and innovation. It streamlines workflows, enhancing marketing, sales, and decision-making for all users.

Best For

Enterprises
SMB
Startups
Hypertide

Hypertide

Automated high-deliverability email infrastructure

View

Pricing

Free

Key Features

Hypertide core functionality
User-friendly interface
Regular updates and improvements
Hypertide

Hypertide

View

HyperTide automates high-deliverability email infrastructure across Google, Microsoft, and Entra, enabling scalable outreach with seamless setup in 4-6 hours. Manage multiple inboxes, optimize deliverability, and integrate with major sending tools for just $50/month.

Best For

Enterprises
SMB
Startups
Supabase

Supabase

Postgres platform with auth, APIs, storage.

View

Pricing

Free

Key Features

Supabase core functionality
User-friendly interface
Regular updates and improvements
Supabase

Supabase

View

Supabase is a Postgres development platform offering instant APIs, Authentication, Realtime, Storage, and Edge Functions to quickly build and scale projects.

Best For

Enterprises
SMB
Startups

Frequently Asked Questions

What is AI sales workflow?

AI sales workflow automates sales tasks using AI to improve efficiency, lead management, and customer engagement.

What can AI sales workflow do?

It can automate lead scoring, email follow-ups, data entry, and personalized communication to boost sales productivity.

How does AI sales workflow work?

It uses AI algorithms to analyze customer data and trigger actions like sending emails or updating CRM automatically.

Is AI sales workflow easy to set up?

Yes, most AI sales workflows offer simple setup with prebuilt templates and integrations for quick start.

Is AI sales workflow free?

AI sales workflows often have free trials, but most require paid plans starting around $20/month for full features.

What is the common AI sales workflow pricing?

Pricing typically ranges from $20 to $100 per user monthly, depending on features and usage.

What are the types of AI sales workflow?

Common types include lead scoring, email automation, CRM data updating, and predictive sales analytics.

Does AI sales workflow work with email?

Yes, it integrates with email platforms to automate follow-ups and personalize outreach.

What are the best AI sales workflow tools?

Top tools include HubSpot Sales Hub, Outreach, SalesLoft, and Zoho CRM with AI capabilities.

What are common AI sales workflow integrations?

Common integrations include CRM systems, email platforms, calendar apps, and marketing automation tools.