9+ CRM Automation Tools
CRM automation is for reducing manual work around leads, contacts, deals, and customer follow-up. The tools here help automate sales tasks, contact updates, email sequences, pipelines, and customer relationship workflows inside or around a CRM.
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Why it fits: WorksBuddy’s AI employees automate lead routing, follow-ups, and customer records across its connected revenue workflow.
Unite marketing, sales, and customer service on one AI-powered customer platform that delivers results fast.
Why it fits: Pipedrive fits because it helps automate deal pipelines, sales activities, follow-up tasks, and CRM records.
Why it fits: Brevo fits because it supports contact management, CRM-style pipelines, and automated customer follow-up.
Why it fits: Ontraport fits because it automates CRM, email, lead nurturing, and customer lifecycle workflows.
Why it fits: ActiveCampaign fits because it connects CRM records with automated email sequences, lead scoring, and customer journeys.
Why it fits: SugarCRM fits because it helps automate CRM records, sales workflows, reporting, and customer follow-up.
Why it fits: Bigin fits because it helps small teams automate CRM deals, contacts, tasks, and sales follow-up.
Why it fits: Attio fits because it helps teams manage contacts, pipelines, and automated relationship workflows.
Why it fits: Check the ‘Explore workflow automation’ link under the ‘Automated tasks for accelerated sales’ section on the Sales Force Automation page.
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