Best Salesforce AI tools

Ctrl is an AI-powered sales engagement platform that transforms your CRM into a dynamic, actionable sales playbook. It automates CRM updates, generates follow-up emails, and provides a unified workspace to guide sales teams, ensuring process consistency, improved forecasting, and increased productivity.

DryMerge is an AI-powered platform that automatically updates your CRM by monitoring emails, calendars, and calls. It captures detailed interactions, context, and next steps, saving teams hours of manual data entry and ensuring your CRM is always accurate and complete.

An AI-powered workspace with specialized agents designed to accelerate the entire Salesforce implementation lifecycle by up to 10x. It automates processes from pre-sales and solution design to building, testing, and support, enhancing productivity for consulting firms and enterprises.

mixus provides AI agents with built-in human oversight, enabling businesses to automate complex tasks without the risk of errors. Create custom agents in seconds using plain English or email, connect your existing business tools, and ensure quality and accuracy through a human-in-the-loop approval process.

sre.ai is an AI-powered DevOps platform for Salesforce, designed for enterprise teams. It utilizes intelligent agents to automate deployments, resolve conflicts, run simulations, and accelerate the entire development lifecycle, enhancing speed and reliability.

SnapCall is an AI-powered customer engagement platform that revolutionizes support through video. It enables customers to show issues via video clips, screen recordings, or live calls, providing agents with instant visual context. Its AI analyzes media to offer transcripts, summaries, and solutions, leading to 46% faster ticket resolution and higher customer satisfaction.

Tableau is a leading AI-powered business intelligence and analytics platform that helps people see and understand data. It enables users to create interactive dashboards, perform complex data analysis, and share insights across their organization, enhanced by AI features like Tableau Agent for accelerated decision-making.

onsa.ai is an AI-powered platform that automates the entire B2B sales cycle. It handles lead generation, personalized outreach, lead qualification, and meeting orchestration, seamlessly integrating with CRMs like Salesforce and HubSpot to turn strangers into clients.

BrieflyAI is an AI-powered meeting assistant that automatically transcribes, summarizes, and generates insights from your meetings without a bot joining the call. It supports multiple languages, integrates with CRM and communication tools like Slack, and helps streamline your workflow by creating follow-up emails and action items.

Zams is a B2B sales automation platform that uses AI agents to automate tasks across over 100 tools like HubSpot, Slack, and Salesforce. By using simple English commands, sales teams can eliminate manual busywork, save over 20 hours per week, and focus on closing deals, ultimately increasing revenue.

CoSupport AI is an all-in-one, fully customizable AI platform for customer service. It automates up to 90% of support inquiries with 99% accuracy, using a patented, non-hallucinating AI. The platform integrates seamlessly with existing helpdesks and CRMs like Zendesk and Salesforce, offering solutions for autonomous support, agent productivity, and business intelligence.

Bahama is a no-code platform for building custom AI agents for businesses. It connects to your existing apps, documents, and web services (like Salesforce and Zendesk) to create intelligent assistants. These agents help teams automate workflows, retrieve data instantly, and improve customer support through a simple chat interface, making AI adoption easy and secure.

Sennu AI is a Y Combinator-backed platform that revolutionizes Salesforce QA with AI-powered agents. It offers a no-code, zero-maintenance solution that automatically generates and executes functional tests directly from your user stories. By connecting to your sprint board, Sennu AI creates comprehensive test plans, runs them in your sandbox, and saves engineering teams over 10 hours per sprint, ensuring 99% reliable and consistent test execution.

Aloware is an AI-powered contact center software designed for modern sales and support teams. It integrates seamlessly with your favorite CRM to automate outreach, handle calls 24/7 with AI voice agents, and provide deep conversation analytics. Boost productivity, increase lead conversion, and ensure compliant communication with its all-in-one, compliant platform.

Swyft AI is an automation platform that transforms unstructured customer conversations from calls, meetings, and emails into structured, actionable data. It automatically updates CRMs, generates deal alerts, and powers intelligent workflows for GTM teams, including Sales, RevOps, and Customer Success. By eliminating manual data entry and providing deep insights, Swyft AI helps businesses improve data hygiene, accelerate sales cycles, and make smarter, data-driven decisions.

Commabot is an AI-powered platform for data analysis and contact list management. Upload CSV files and use natural language to clean, transform, and analyze data. It features specialized workflows to prepare contact lists for CRMs like HubSpot and Salesforce, automating tedious data prep and eliminating the need for complex formulas.

getclientell is an AI-powered platform designed to automate and simplify Salesforce operations. It enables RevOps, sales, and admin teams to manage data, build workflows, and generate reports using simple English prompts. This turns your CRM into a powerful growth engine, eliminating manual tasks and data inaccuracies.

Momentum is an AI-native Revenue Orchestration Platform that automatically extracts and structures data from customer interactions. It updates your CRM in real-time, automates GTM workflows, and provides actionable insights to sales, customer success, and leadership teams, eliminating manual data entry and improving pipeline visibility.

Airkit.ai provides no-code, GPT-4 powered AI agents specifically designed for eCommerce. It automates over 90% of customer service inquiries, such as order status, returns, and product questions, 24/7. Now part of Salesforce, it integrates seamlessly with existing helpdesks and CRMs to offer proactive, personalized, and high-resolution support across all channels.

TestZeus is an AI-powered, no-code test automation platform specifically designed for Salesforce. It utilizes autonomous AI agents to write, execute, and maintain tests from natural language inputs, achieving up to 100% test coverage in days while eliminating maintenance overhead.

Meya is a developer-focused conversational AI platform for building, deploying, and managing sophisticated chatbots and virtual assistants. It combines a visual flow editor with powerful coding capabilities (Python, BFML) to create custom solutions for customer support, e-commerce, and workflow automation. Featuring MeyaGPT, it allows for rapid deployment of ChatGPT-powered bots, seamless integrations with CRMs and messaging apps, and a robust human-in-the-loop system.

Dooly was an AI-powered connected workspace for revenue teams, designed to automate CRM updates, streamline sales workflows, and provide real-time insights to help close deals faster. It eliminated manual data entry by syncing notes and activities directly to Salesforce. Please note: The Dooly platform will be shutting down on June 30, 2025.

AroundDeal is a global B2B data intelligence platform offering access to over 160 million verified contacts and company profiles. It empowers sales, marketing, and recruitment teams to find leads, enrich data, and accelerate growth with an AI-powered platform and browser extension.

A comprehensive suite of over 100 generative AI applications and custom GPTs created by expert consultant Juan Beltrán. Designed to boost productivity and streamline workflows for professionals in marketing, software development, business intelligence, and CRM.