Jotform AI Agents	Tailored AI agents for customer-centric processes	– 7,000-plus AI agent templates – Easy AI training methods – Website and messenger chatbot – Integrations with popular CRM software products and other business tools – Dynamic customer forms	Free plan, plus four paid plans starting at $34 per month and including a custom enterprise-level plan
HubSpot Smart CRM	Unified customer relationship management	– Standard contact scoring – Lead management and tracking – Detailed reports for sales activity, productivity, individual performance, and more – Admin notification management – App marketplace integrations	Limited free tools; it is also automatically included with the purchase of any premium HubSpot product.
Pipedrive	Managing sales pipelines	– AI-driven insights and reporting – CRM customizations – Sales automations for processes like lead nurturing, email tracking, and follow-ups – CRM and other integrations – Communication tracking	Five paid plans starting at $19.90 per user per month; free trial available
Zoho CRM	Contextual data	– AI-powered automation – Real-time customer insights – Omnichannel engagement over email, phone, social media, and more – Lead and deal prediction – High degree of customization	Five paid plans starting at $14 per user per month; free trial available
Salesforce	Boosting team productivity	– Autonomous lead nurturing – Auto-generated emails, summaries, and other content – Personalized responses based on CRM data – AI-driven lead and account scoring – Optimal customer recommendations	Multiple tiers of plans based on the size of business, industry, product, and other factors; free trial available

Customers have high expectations of businesses. They want personalized communication; they want their issues resolved with speed; they want companies to cater to their specific needs. That’s why so many businesses are turning to artificial intelligence (AI) customer relationship management (CRM) tools.

CRMs help organizations manage the data around customer interactions so they can engage with customers more meaningfully and efficiently. With AI added to the mix, organizations can predict customer needs more accurately and make every interaction feel personal.

In 2024, 88 percent of the most successful companies were using artificial intelligence as part of their CRM strategy. That number is set to steadily grow by the end of 2025, when 100 percent of Fortune 500 companies will be integrating AI into their CRM. Why? AI CRMs give organizations a leg up with their customer data so they can accurately determine what their customers need next at scale. With the right AI CRM, organizations can not only meet the high expectations of their target audience, but wildly exceed them.

In this article, we look at what AI CRM is and how it is redefining workflows across industries, from finance to healthcare to retail and beyond. We also share the top five leading AI CRM platforms available that can help your organization stand out in a competitive landscape.

An AI CRM is a business tool that uses AI to enhance processes within a CRM, such as data analysis, predictive analytics, personalized communications, and more.

A customer relationship management tool houses all the data associated with lead and customer interactions. A CRM is used by sales, marketing, customer service, and other departments in an organization to track leads and their interactions as they progress through the sales funnel, as well as customer interactions after a sale.

With an AI-powered CRM, organizations can more effectively utilize customer interaction data to reach business goals, such as increasing conversion rates, reducing customer attrition, and improving customer service ratings.

Why choose an AI CRM over a traditional CRM? Artificial intelligence enhances the tool’s ability to collect, manage, and analyze data, giving businesses a more insightful view of their prospects and customers. Here are some key benefits of an AI CRM:

Can any industry benefit from using an AI-powered CRM? As long as your industry has a high level of customer interaction, the answer is yes!

CRMs manage customer interaction data, so any industry where customer interactions are a priority will find advantages with using AI-powered CRM tools. We’ve listed retail, finance, healthcare, and SaaS as examples above, but this list also includes other industries such as travel, hospitality, auto, real estate, professional services, and many more.

If your customers want personalized interactions and you want to provide them with tailored engagements at scale, an AI CRM is right for you. Check out these industry-specific scenarios below for inspiration that you can apply to your own business.

• Many B2B and SaaS companies use AI CRM tools to create dynamic email campaigns that are customized for individual clients or audience segments.

There are many AI-driven tools on the market, so how do you know you’re choosing the best CRM for your needs?

Start by narrowing down your pain points with customer relationship management, and look for solutions that address those specific issues. Choosing the right tool puts you on a direct path to meeting your business goals.

Here are five of the best AI CRM tools on the market in 2025.

Jotform AI Agents is a custom artificial intelligence agent builder that enables businesses to create AI agents for customer service and support, sales, marketing, and more. With an AI agent, businesses can respond instantly to customer queries and requests, standing out from the competition.

Tailored AI agents for customer-centric processes

Jotform

7,000-plus AI agent templates; easy AI training methods; website and messenger chatbot; integrations with popular business tools like customer relationship management software; dynamic customer forms

Users love the range of customization available with Jotform AI Agents

Jotform AI Agents is not an AI-powered CRM but it can enhance any CRM with some AI-powered capabilities

Jotform AI Agents has a free plan, three paid plans starting at $34 per month, and a custom enterprise-level plan

4.5

HubSpot offers an AI-powered CRM with unified features for sales, marketing, customer service, and operations teams, allowing businesses to consolidate customer data all in one place.

Unified customer relationship management

HubSpot

Standard contact scoring; lead management and tracking; detailed reports for sales activity, productivity, individual performance, and more; admin notification management; app marketplace integrations

HubSpot Smart CRM connects with all HubSpots hubs, allowing your organization to share data seamlessly

Some users find HubSpot Smart CRM difficult to navigate as it has complex features

HubSpot Smart CRM has limited free tools; it is also automatically included with the purchase of any premium HubSpot product

4.4

Pipedrive is a sales CRM and pipeline management software that helps organizations track sales, optimize leads, and manage deals. It uses AI to automate the sales process so sales teams can focus on relationship-building.

Managing sales pipelines

Pipedrive

AI-driven insights and reporting; CRM customizations; sales automations for processes like lead nurturing, email tracking, and follow-ups; CRM integrations and other tool integrations; communication tracking

Users love the customizable configurations of the CRM

Some users have noted that complex automations are difficult to set up

Pipedrive offers a free trial and has five paid plans starting at $19.90 per user per month

4.3

Zoho CRM is a customer relationship management tool that uses contextual AI to help organizations build lasting relationships with customers and close more sales. It offers a comprehensive view of the business using tools like predictive AI and sales automation.

Contextual data

Zoho

AI-powered automation; real-time customer insights; omnichannel engagement over email, phone, social media, and more; lead and deal prediction; high degree of customization

Users love the ability to customize workflows in Zoho CRM to align with business processes

Some users have noted that it has a high learning curve

Zoho CRM has a free trial, plus four paid plans starting at $14 per user per month

4.1

5. Salesforce

One of the best CRM software tools available, Salesforce unites sales, service, marketing, commerce, and IT teams so organizations can attract more prospects and close more deals. It integrates actionable artificial intelligence across the entire workflow, increasing productivity, revenue, and sales conversions. 

Boosting team productivity

Salesforce

Autonomous lead nurturing, auto-generated emails, summaries, and other content; personalized responses based on CRM data; AI-driven lead and account scoring; optimal customer recommendations

Users love that Salesforce seamlessly integrates with thousands of business solutions and apps, so they can share data across the organization

Some users find Salesforce to be out of their price range

Salesforce has a free trial, plus multiple tiers of plans based on the size of business, industry, product, and other factors

G2 rating: 4.4

The majority of organizations use AI in at least one business function, and this number is set to grow. Artificial intelligence within CRMs and related software transforms the way businesses engage with their customers. It provides more accurate details about customer behavior, creates highly personalized content, and offers insightful data to make business decisions. As a result, organizations can more effectively serve their customers, closing more deals than ever before. 

However, AI CRMs have only been on the market for a few years, which means they are still evolving. In the future, AI CRMs will use new technologies to further enhance customer engagement.

We’re going to see hyper-personalization of customer communication, along with highly automated processes that still feel humanized and empathetic. Sales teams will shed more administrative processes onto AI, and focus their efforts on building relationships with prospects and customers.

Ready to get in on the ground floor of AI CRM? Take advantage of the free plans and free trials available so you can experience the benefits for yourself. Enhance the way your team interacts with leads and customers so you don’t get left behind.

Photo by Amy Hirschi on Unsplash