Top 20 CRMs With Automated Workflows and AI
Our Top 3 Favorites for Easy Workflow Automation
Curated by Scalevise. Fast to implement. High ROI.
Pipedrive
Intuitive CRM with powerful pipeline automation, ideal for lean sales teams that need speed over complexity.
- ✓ Visual pipelines & workflow triggers
- ✓ Fast setup, easy adoption
- ✓ Great for SMB deal flow
Apollo
Prospecting + outreach + enrichment in one. Automate sequences and qualify leads before they hit your CRM.
- ✓ AI-driven sequences & scoring
- ✓ Enrichment & list building
- ✓ Plays nicely with any CRM
RocketReach
Reliable contact discovery to fuel any automation stack. Find the right people, enrich records, and sync to your tools.
- ✓ Accurate emails & firmographics
- ✓ Bulk export & API options
- ✓ Fast enrichment → faster outreach
Customer Relationship Management (CRM) is no longer just a database for contacts. The best CRMs today include workflow automation and AI capabilities that help businesses save time, reduce manual work, and focus on growth.
This guide highlights 20 of the top CRM platforms that combine automation with AI features, covering small businesses, scale-ups, and enterprises.
Quick Comparison
| CRM | AI Features | Workflow Automation | Pricing (per user/month) |
|---|---|---|---|
| HubSpot CRM | Predictive lead scoring, ChatSpot | Sales & marketing automation | Free – $45+ |
| Salesforce (Einstein/Agentforce) | AI assistants, forecasting | Enterprise automation | $25 – $300+ |
| Zoho CRM Plus | Zia AI assistant | Multi-channel workflows | $20 – $65 |
| Apollo.io | Prospecting AI, enrichment | Outreach automation | $39 – $79 |
| Pipedrive | AI-powered insights | Sales pipeline automation | $15 – $99 |
| Freshsales | Freddy AI for lead management | Omnichannel workflows | $15 – $69 |
| Monday Sales CRM | AI for pipeline tasks | Drag-and-drop workflows | $12 – $49 |
| Copper CRM | Google Workspace AI integration | Automated task management | $29 – $119 |
| Keap (Infusionsoft) | Smart campaign builder | Trigger-based workflows | $129 – $199 |
| Insightly CRM | AI analytics & project workflows | Task and project automation | $29 – $99 |
| Creatio CRM | AI low-code automation | Enterprise workflow builder | Custom pricing |
| SugarCRM | SugarPredict AI | Sales & service automation | $49 – $85 |
| Close CRM | Call automation + AI insights | Sales workflow automation | $25 – $99 |
| Nimble CRM | AI-powered contact insights | Social + workflow triggers | $25 |
| Nutshell CRM | AI-driven sales automation | Reporting + workflows | $16 – $42 |
| RocketSearch CRM | Smart AI search + CRM workflows | Lead routing automation | $30 – $99 |
| ActiveCampaign | Generative AI content + automation | Email and sales workflows | $29 – $149 |
| Microsoft Dynamics 365 | AI Copilot for CRM | Enterprise-grade workflows | $65 – $210 |
| Harmonix AI CRM | AI overlays for existing CRMs | No-code workflows | Custom pricing |
| Zendesk Sell | AI-driven insights | Service + sales workflows | $19 – $99 |
Why These CRMs Stand Out
- HubSpot CRM
A popular choice for startups and SMBs. With ChatSpot, predictive scoring, and built-in marketing automation, it balances ease of use with AI power. - Salesforce (Einstein / Agentforce)
The enterprise standard. AI assistants handle forecasting, reporting, and even full customer service tasks. - Zoho CRM Plus
Affordable and packed with Zia AI for anomaly detection, predictions, and smart recommendations. - Apollo.io
More than a CRM, it is a prospecting engine with AI-powered contact enrichment and automated outreach. - Pipedrive
Known for its clean interface, now with AI insights that recommend next best actions in your pipeline. - Freshsales
Its AI assistant “Freddy” automates lead prioritization and sales engagement. - Monday Sales CRM
Combines project management with AI-powered workflow automation for sales teams. - Copper CRM
Perfect for Google Workspace users. AI auto-fills contacts and tasks from emails and calendars. - Keap (Infusionsoft)
Best for small businesses running campaigns. Triggers and workflow builders simplify marketing and sales. - Insightly CRM
Combines project management and CRM with AI-driven analytics. - Creatio CRM
A powerful low-code platform with AI to automate complex enterprise workflows. - SugarCRM
Offers predictive insights and automated alerts through SugarPredict. - Close CRM
Focused on inside sales with automation for calls, emails, and AI insights. - Nimble CRM
Helps SMEs with AI-driven social and contact data to streamline outreach. - Nutshell CRM
Affordable and simple, with AI-powered sales automation features. - RocketSearch CRM
Designed for smarter search and AI-based customer data analysis. - ActiveCampaign
Combines marketing automation with AI content generation and customer journey mapping. - Microsoft Dynamics 365
AI Copilot offers predictive analytics and enterprise-grade automation. - Harmonix AI CRM
A newer entry, focused on overlaying AI across existing CRM stacks. - Zendesk Sell
Part of Zendesk’s service ecosystem, enhanced with AI to automate customer-facing workflows.
Key Takeaways for Businesses
- SMEs should prioritize easy-to-use CRMs like HubSpot, Pipedrive, or Zoho.
- Scale-ups benefit from Apollo.io for outreach, paired with HubSpot for inbound.
- Enterprises looking for deep automation should consider Salesforce, Creatio, or Microsoft Dynamics.
- Niche players like RocketSearch or Harmonix AI offer unique features that may fit specific industries.
Pipedrive
Intuitive CRM with powerful pipeline automation, ideal for lean sales teams that need speed over complexity.
- ✓ Visual pipelines & workflow triggers
- ✓ Fast setup, easy adoption
- ✓ Great for SMB deal flow
Apollo
Prospecting + outreach + enrichment in one. Automate sequences and qualify leads before they hit your CRM.
- ✓ AI-driven sequences & scoring
- ✓ Enrichment & list building
- ✓ Plays nicely with any CRM
RocketReach
Reliable contact discovery to fuel any automation stack. Find the right people, enrich records, and sync to your tools.
- ✓ Accurate emails & firmographics
- ✓ Bulk export & API options
- ✓ Fast enrichment → faster outreach
How Scalevise Can Help
At Scalevise, we don’t just evaluate CRMs — we integrate them into your business.
We help companies:
- Automate lead routing and sales workflows.
- Add AI agents to CRMs for qualification and follow-ups.
- Reduce CRM costs by combining self-hosted AI with SaaS tools.
👉 Contact Scalevise to learn how we can set up the right CRM + AI stack for your growth.