Best Salesforce AI tools

Prized is a safe AI internal-tool builder for ops, support, and finance teams. It turns natural-language requests into deployed, role-scoped tools on admin-approved company data, with an audit trail on every access.

Hear is an AI-powered contact center intelligence platform that transforms customer interactions into actionable insights. It helps CX leaders automate quality assurance, monitor compliance, evaluate agent performance, and predict churn across all communication channels, driving operational efficiency and enhancing customer experience.

Get Colby is an AI-powered sales analyst designed to streamline Salesforce workflows. Operating as a Chrome extension, it automates prospect research, lead generation, and data entry using voice commands and natural language. This saves sales teams hours of administrative work, improves CRM data accuracy, and allows them to focus on selling.

Adereso AI is a generative AI-powered suite designed to revolutionize customer experience (CX). It centralizes, automates, and enhances customer interactions across multiple channels. By leveraging tools like Adereso Desk for automation and Adereso GPT for team empowerment, businesses can scale operations, increase sales, reduce costs, and deliver a memorable, human-like service. It integrates seamlessly with existing tech stacks like Shopify, HubSpot, and Salesforce.

008agent is a powerful Voice AI suite designed to revolutionize customer support. It enables businesses to build and deploy intelligent, multilingual voice AI agents in minutes without coding. These agents can handle various call types, integrate with CRMs and other tools to execute tasks, and operate 24/7, freeing human agents for more complex issues.

AnsweriQ is an intelligent automation platform for customer service, leveraging AI and RPA to automate repetitive tasks, assist agents, and provide self-service solutions. It aims to reduce handle times, decrease case volume, and improve customer satisfaction.

Lazy Admin is an AI-powered data analysis and reporting solution designed primarily for Salesforce. It enables users to query data, generate charts, and create dashboards using natural language. The tool emphasizes security by keeping all data within your environment and can be personalized to understand your specific business terminology, making data insights accessible to everyone on your team.

The Salesforce Platform is an enterprise-grade, low-code application development platform powered by AI. It enables businesses to build, deploy, and manage custom applications, automate complex workflows, and integrate systems seamlessly. Leveraging Einstein AI, Data Cloud, and robust security, it empowers teams to create intelligent, data-driven experiences for both customers and employees, accelerating innovation and reducing IT costs.

1440.io is an AI-powered, omnichannel engagement suite built natively for Salesforce. It unifies customer conversations across messaging, translation, reviews, and commerce, empowering teams with AI agents, real-time data, and automated workflows to deliver personalized experiences at scale.

Jump is an AI assistant specifically designed for financial advisors. It automates meeting preparation, note-taking, and task creation, reducing administrative work by up to 90%. By deeply integrating with your CRM and tech stack, Jump allows advisors to focus more on client relationships and less on paperwork.

treble.ai is a powerful WhatsApp Marketing platform that helps businesses automate customer journeys and conversations. It integrates seamlessly with HubSpot and Salesforce to engage, convert, and retain customers, turning WhatsApp into a primary revenue channel.

Rattle is an AI-powered sales execution platform that connects your CRM (like Salesforce) with communication tools (Slack & Teams). It automates workflows, ensures data hygiene, and streamlines deal execution, helping revenue teams improve efficiency, forecasting accuracy, and close deals faster.

Truva AI was an AI-powered sales intelligence and automation platform designed for B2B revenue teams. It specialized in streamlining workflows, automating CRM data entry, and providing actionable insights to help sales professionals close deals faster. The Truva AI team and technology have been acquired by Salesforce to help build Agentforce.

WAPlus is an AI-powered, all-in-one Chrome extension that transforms your WhatsApp Web into a powerful CRM. It enhances productivity with features like AI Chatbot, real-time translation, automated replies, and seamless integration with CRMs like HubSpot, Salesforce, and Zoho. Ideal for sales, marketing, and support teams.

Hints is an AI-powered assistant that allows sales teams to update their CRM using simple voice or text messages. By integrating with popular messaging apps like WhatsApp and SMS, it eliminates manual data entry, saves time, and ensures your pipeline in Salesforce, HubSpot, or Pipedrive is always accurate and up-to-date.

Ply is a no-code platform that allows businesses to build custom features, AI-powered solutions, and interactive workflows directly into their existing applications like HubSpot, Zendesk, and Gmail. It empowers teams to streamline operations and create powerful customer-facing portals without writing any code, enhancing productivity and user experience.

Scratchpad is an AI-driven sales execution platform designed to streamline workflows for sales teams. It provides a unified workspace to update Salesforce, manage pipelines, take notes, and automate administrative tasks. By improving CRM data hygiene and providing real-time insights, Scratchpad helps sales reps save time and leaders forecast more accurately.

MetroMax Solutions is a technology partner offering certified Salesforce implementation, custom web and mobile app development, and specialized AI chatbot services. They focus on creating tailored solutions to streamline business operations, enhance customer engagement, and drive growth through technology.

Exalate is an AI-powered integration platform for real-time, two-way data synchronization between different work management systems like Jira, ServiceNow, Zendesk, and Azure DevOps. It offers unparalleled flexibility and control through a powerful scripting engine, allowing for the creation of simple to highly complex integration workflows. With its AI Assist feature, even intricate sync rules can be set up using natural language prompts, making deep integration accessible to all.

saasguru is an AI-powered platform for Salesforce skill development, certification, and career advancement. It offers comprehensive training bootcamps, hands-on labs, and mock exams. Additionally, it provides AI agents to automate and accelerate Salesforce implementation, making it a dual-purpose tool for both learning and productivity.

Clearbit is a B2B marketing intelligence platform, now part of HubSpot as Breeze Intelligence. It enriches customer records with comprehensive data, identifies anonymous web traffic, and scores leads in real-time. By leveraging public data, proprietary sources, and LLMs, it helps sales and marketing teams to target, engage, and convert their ideal customers more effectively.

MadKudu is an AI-powered customer intelligence platform for B2B revenue teams. It aggregates data from CRM, marketing, and product usage to score leads, prioritize accounts, and provide actionable insights. By integrating with tools like Salesforce, Gong, and custom AI agents, it helps sellers automate research and personalize outreach, turning cold prospecting into targeted, signal-based engagement.

PrimeAI offers a suite of AI-powered solutions for e-commerce, specializing in the fashion industry. Its core product, the Size Recommendation Suite, uses predictive AI to provide accurate sizing for clothing, footwear, and bras, significantly reducing return rates. It also offers free Shopify apps, AI-driven video creation from static images, and custom AI development services.

Auctor is an AI-powered platform designed for solution engineers, system integrators, and professional services teams. It uses AI agents to streamline software implementation by capturing requirements, auto-generating aligned artifacts like SOWs and user stories, and keeping teams in sync from discovery to deployment, reducing project timelines from weeks to hours.