Best Artificial Intelligence Software for Close

ActiveCampaign is the autonomous marketing platform that transforms how marketers, agencies, and business owners work. Use Active Intelligence to power goal-aware automations and orchestrate personalized experiences across email, SMS, and WhatsApp. Within a single tool, you get real-time reporting and proactive optimizations in addition to market-leading deliverability and integration with 1000+ apps. With a user-friendly interface and a comprehensive suite of features, ActiveCampaign's platform is powerful, accessible, and designed to scale with your business. It's also easy to get started: While traditional tools force teams through long setup cycles and training, ActiveCampaign delivers measurable lifts in engagement and conversions in days. 89% of surveyed customers say the platform meets their business needs better than the competition, and 88% say ActiveCampaign delivers value faster than competitors. Read our ROI report for methodology

Securely deploy vibe-coded apps in one governed platform. Build in Retool, import from tools like Claude Code, Replit, or Lovable, or connect via MCP. However your team builds, every app ships safely, with governance built in. People across your organization are already vibe-coding internal tools with no SSO, no RBAC, no audit logs, and no connection to your existing data controls. Retool is where secure vibe coding happens by default. Build from scratch, import an app from another AI builder, or connect an agent via MCP — governance lives in the platform, not in each individual app.

Bigly Sales is a fully managed AI calling platform for sales teams, lead generation companies and call centers. AI voice agents call, qualify, nurture and live-transfer leads around the clock, answer inbound calls, and book appointments, while every outcome writes back to your CRM. You don't assemble the stack yourself. Bigly writes your call scripts with Claude, ChatGPT and other leading LLMs, then tests script versions against each other on live traffic and keeps the one that converts best. Phone numbers, carrier registration, more than 200 whitelisted lines with local presence, spam monitoring, call routing and campaign setup are handled for you before the first dial. Each call is checked against consent, suppression lists, known TCPA litigants and state and federal calling rules, including quiet hours, before it is placed. Reporting is built around the result you pay for. The dashboard tracks success rate per lead, cost per transfer and cost per human contact, plus a dial-to-transfer funnel that shows where calls drop off: no answer, DNC request, failed qualification, or a transfer the agent never picked up. Leads can arrive in real time from API vendors or as uploaded lists, and every source is ranked by success rate and cost, so you can see which lead vendors pay off. An hour-by-hour view shows when your leads actually convert. The Bigly Sales MCP server lets you run the account by asking Claude or ChatGPT: add leads to an active campaign, check pacing and minute usage, pull call summaries and transcripts, or find out who picked up today and wants a demo. Common uses include aged and dead lead reactivation, speed-to-lead follow-up on web and vendor leads, appointment setting, inbound answering and overflow, and warm transfers to licensed agents in insurance, lending, home services, legal, auto and political fundraising. Integrations include HubSpot, Salesforce, Zoho CRM, Pipedrive, GoHighLevel, Close, Follow Up Boss, Keap, monday CRM, Freshsales, ActiveCampaign and Microsoft Dynamics 365, plus an API for real-time lead posting. Plans start at $99 a month for 500 minutes, and Hunter, Closer and Rainmaker add a dedicated account manager who watches results and tunes your campaigns. New customers start with a free 30-minute AI calling setup ($3,000 value): the team builds your calling system live, shows the MCP and runs a test call.

Hightouch is the leading Composable CDP and AI Decisioning platform that empowers companies to activate their data warehouse to power personalized marketing and business operations. Trusted by leading organizations like PetSmart, Warner Music Group, Chime, Aritzia, and Whoop, Hightouch enables anyone to deliver personalized customer experiences, optimize performance marketing, and move faster by leveraging data and AI across their organization. Hightouch’s Composable Customer Data Platform collects behavioral events, resolves identities into Customer 360 profiles, builds audiences, syncs data to over 200 destinations like ad platforms and CRMs, and analyzes the results of marketing campaigns— all from the cloud data warehouse.

Fathom is an AI notetaking platform that records, transcribes, summarizes, and organizes meetings so users can stay focused on the conversation. The platform supports bot-based and bot-free capture, giving individuals and teams flexible ways to capture meeting notes. Fathom provides accurate transcripts, instant summaries, action items, follow-up details, and searchable meeting history. Users can ask questions across meetings, monitor key topics, and turn conversations into next steps for sales, customer success, marketing, and internal teams. Fathom integrates with tools such as Google Meet, Zoom, Microsoft Teams, Gmail, Slack, Salesforce, HubSpot, Notion, Asana, ChatGPT, Claude, Zapier, and public API or MCP workflows. Built for teams and individuals, Fathom helps reduce meeting admin, improve follow-through, and keep important decisions visible.

Claude Duet is a proactive AI agent that helps professionals manage work across connected apps. It delivers a morning brief, monitors connected accounts for items needing attention, and accepts tasks by text or voice in a continuing conversation. The agent can schedule meetings, draft replies and reminders, prepare payroll and agreements, create reports and dashboards, and help build forecasts or web apps. Work continues in a cloud-based virtual machine while the user is away; Claude Duet sends updates when a task is complete or needs review. It carries over Claude account memory, skills, and connected apps, and supports more than 6,000 marketplace connectors and plugins. Before sensitive actions such as sending messages, paying, signing, or deleting, it requests approval. The research-preview app is available on iOS, Android, and the web for eligible Claude Pro and Max subscribers in the United States.

Microsoft 365 is a cloud-based productivity platform that combines familiar tools like Word, Excel, PowerPoint, Outlook, and Teams into one integrated solution. With the addition of Microsoft 365 Copilot, AI capabilities are built directly into these applications to enhance productivity and streamline everyday tasks. Users can draft documents, analyze data, create presentations, and manage emails more efficiently with intelligent assistance. The platform allows seamless collaboration across teams by enabling real-time editing, file sharing, and communication. Microsoft 365 also includes cloud storage through OneDrive, ensuring users can access their files from anywhere. Copilot helps users generate content, summarize information, and provide insights based on their data. The system is designed to support both personal and professional workflows with flexibility across desktop, web, and mobile devices.

MeetMinutes is an AI-powered meeting intelligence platform designed to supercharge productivity by automatically recording, transcribing, and generating structured, actionable summaries of your meetings. It offers accurate summaries with a money-back guarantee policy, allowing you to chat with your meetings and jump to the exact timestamp where it was mentioned. The platform enables efficient task management by converting action items into to-dos in the task management tool of your choice. MeetMinutes effortlessly integrates with your existing Google or Microsoft calendar and works with Google Meet, MS Teams, and Zoom. It supports multiple languages in the same meeting, providing automated transcriptions, task tracking, and key insights, eliminating the need for manual note-taking. MeetMinutes is trusted by over 50 top brands across the globe. Access conversation intelligence, sentiment analysis, engagement metrics, and usage analytics to optimize team performance.

HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, HubSpot's Smart CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your customers by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. The platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.

Zapier is an AI-powered automation platform designed to help teams safely scale workflows, agents, and AI-driven processes. It connects over 8,000 apps into a single ecosystem, allowing businesses to automate work across tools without writing code. Zapier enables teams to build AI workflows, custom AI agents, and chatbots that handle real tasks automatically. The platform brings AI, data, and automation together in one place for faster execution. Zapier supports enterprise-grade security, compliance, and observability for mission-critical workflows. With pre-built templates and AI-assisted setup, teams can start automating in minutes. Trusted by leading global companies, Zapier turns AI from hype into measurable business results.

ElectroNeek is an automation platform that combines AI agents, intelligent document processing, and RPA to automate business processes end to end. Teams build workflows in Studio Pro, a visual drag-and-drop editor with ready-made activities for web and desktop apps, Excel, email, PDFs, databases, and APIs, plus reusable subprograms to keep complex automations organized. IntelliDocs uses AI to extract and validate data from invoices, purchase orders, IDs, and other documents, then passes it directly into your workflows. AI agents add reasoning to bots so they can classify requests, make decisions, and handle exceptions that rule-based automation can't. Bot Runner executes automations attended or unattended on any machine, and Orchestrator lets you schedule, monitor, and manage bots and licenses from one web console. ElectroNeek serves enterprises, mid-market companies, and service partners who deliver automation to their own clients.

LiveChat is a customer service platform designed to help businesses connect with website visitors and increase sales. It centralizes your customer communication by bringing website chat, WhatsApp, and Meta Suite into one streamlined dashboard. Manage more conversations in less time with built-in AI features. Use the AI Copilot to get instant chat summaries, improve your phrasing, and receive smart response suggestions. Features like "Sneak Peek" let you see what customers are typing before they send the message, allowing your team to respond faster and more accurately. Designed for easy implementation, LiveChat offers a 5-minute setup and integrates seamlessly with over 200 popular tools, including Shopify, WordPress, HubSpot, BigCommerce, WooCommerce, Squarespace, and more. Whether you are automating lead capture or providing real-time support, LiveChat gives your growing team the professional tools needed to increase conversion rates and improve customer satisfaction.

ChatGPT is an AI-powered assistant designed to help users get answers, generate ideas, and complete tasks more efficiently. It supports a wide range of activities, including writing, brainstorming, coding, and research. Users can interact with ChatGPT through text or voice, making it flexible for different use cases. The platform can summarize information, analyze data, and provide insights to improve productivity. It also assists with creative tasks such as content creation, planning, and problem-solving. ChatGPT includes workspace agents that can automate workflows, handle repetitive tasks, and operate across tools. These agents can run tasks independently, such as generating reports or managing processes on a schedule. Overall, ChatGPT serves as a versatile tool for both personal and professional use.

Intercom is an AI-first customer service platform that enables businesses to deliver personalized and efficient customer support across multiple channels. Founded in 2011, the company offers a comprehensive suite of tools, including the Fin AI Agent, which provides instant, accurate answers to customer inquiries 24/7. Intercom's platform also features AI Copilot, assisting support agents with real-time solutions, and AI Analyst, offering insights and recommendations for support leaders. Trusted by over 25,000 global organizations, including Atlassian, Amazon, and Microsoft, Intercom facilitates over 500 million messages per month, enhancing customer interactions and support efficiency. Headquartered in San Francisco, with offices in Chicago, Dublin, Sydney, and London, Intercom continues to innovate in the customer service industry.

Adobe Marketo Engage is a powerful, scalable and marketer-friendly marketing automation solution that enables brands to create a global marketing COE to orchestrate and execute cross channel campaigns across buying journeys. It helps improve buyer engagement and conversions by personalizing content based on buyer signals, behavior & AI to create tailored journeys for individuals and teams. It aligns strategy, messaging and execution across marketing and sales by sharing customer engagement data & insights between them; increasing sales productivity. It optimizes marketing impact through out of the box dashboards, customizable reports and multi-touch attribution. It connects new data sources without extensive IT support, creating a central hub for customer intelligence to improve efficiency, ROI and customer experience.

Fireflies is an AI voice assistant that helps transcribe, take notes, and complete actions during meetings. Our AI assistant, Fred, integrates with all the leading web-conferencing platforms in the world like Zoom, Google Meet, Webex, & Microsoft Teams along with business applications like Slack and Salesforce. Record: Instantly record meetings across all major web-conferencing platforms. Invite Fireflies or have it automatically capture them. Transcribe: Fireflies can transcribe live meetings or audio files that you upload. Skim the transcripts & listen to the audio simultaneously. Collaborate: Add comments & flag important moments on calls for teammates to easily review. Search: Review an hour long call in less than 5 minutes. Filter to action items, dates, metrics, and other important topics.

Claude is a next-generation AI assistant developed by Anthropic to help individuals and teams solve complex problems with safety, accuracy, and reliability at its core. It is designed to support a wide range of tasks, including writing, editing, coding, data analysis, and research. Claude allows users to create and iterate on documents, websites, graphics, and code directly within chat using collaborative tools like Artifacts. The platform supports file uploads, image analysis, and data visualization to enhance productivity and understanding. Claude is available across web, iOS, and Android, making it accessible wherever work happens. With built-in web search and extended reasoning capabilities, Claude helps users find information and think through challenging problems more effectively. Anthropic emphasizes security, privacy, and responsible AI development to ensure Claude can be trusted in professional and personal workflows.

The Cloud Phone System of choice for modern sales and support teams. End clueless conversations by adding context to every call. Call software, virtual numbers, SMS campaigns, native CRM integrations, and lots more at just $25 per user. - 100+ integrations with CRM & Business tools - Click to call from CRM - Go live in 70+ Countries - SMS Workflows & Automation - 3 sales dialers to choose from - Call queueing and forwarding - Comprehensive analytics - Conversation intelligence & much more Get 70% off on your first month!

Reply.io helps sales teams book more meetings and close deals faster with AI-powered, multichannel outreach. It is your all-in-one sales engagement platform that automates outreach, finds leads, and turns them into booked meetings. Reply’s built for sales teams, founders, and agencies who want to grow their pipeline without the manual grind. Just plug in your strategy → Reply handles the rest. Key features: - AI SDR that works for you; - Built-in B2B database; - Multichannel outreach; - Findy Chrome Extension; - AI-powered personalization; - Email Deliverability Suite. What makes Reply different: - Your own AI SDR that doesn’t just automate, It actually learns your product and adapts your outreach. - Whitelabel available. Perfect for agencies that want to offer a branded solution. - Agency Growth Hub. Purpose-built tools for lead gen agencies: dashboard, API, client management, bulk actions.

Clay is an AI-powered go-to-market (GTM) platform that helps businesses automate prospecting, data enrichment, lead generation, and sales workflows. The platform provides access to more than 200 data providers for finding contact information, company details, buying signals, and other business intelligence. Its waterfall enrichment technology searches multiple data sources to improve the coverage and completeness of prospect and customer records. Claygent, the platform's AI research agent, gathers information from websites and other sources to support account research, lead qualification, and personalized outreach. Clay also provides workflow automation, lead scoring, audience segmentation, and integrations with customer relationship management (CRM) systems. Sales, marketing, and revenue operations teams can use Clay to build automated processes for identifying prospects, maintaining customer data, and executing targeted campaigns.

Scoop is the best thing to happen to data since the spreadsheet. Unlock all of your business data in an instant. Scoop lets you combine and analyze data from anywhere to power better decisions. Forget all the tools and resources it takes to get answers out of your data. Scoop takes you from data collection to spreadsheet analysis to visual data stories, all in a single platform. Automatically collect data from your business applications to combine and blend together. Any application can push data into Scoop, with no limited pre-built connectors or custom APIs. Create master datasets to fuel analytics, visualizations, and more using your existing spreadsheets. Scoop automatically keeps your data up-to-date. Go from scooping up application data to prepping datasets in spreadsheets to analyzing and sharing visual data stories. No technical setup or data team is needed. Blend data from different sources and tell beautiful data stories based on live, sharable data.

No builder. No developer. Say it once in Claude. It runs from then on. You already talk to Claude every day. Now that conversation can act. Describe a workflow once, in plain language, and it runs on its own from then on. No setup screens, no separate tool to learn, and unlike Zapier, n8n and similar tools, no developer needed to build or maintain it. A single flow can work across several apps at once, spanning the tools your team already runs sales, support, ops and HR on. Pick how much control you want. Let Claude kick off a flow the moment you ask (Assisted), let a trigger start it in the background while you’re doing something else (Automated), or have it prepare everything and wait for your go-ahead before it acts (Supervised). Every run leaves a clear trail of what happened and why.

Put your customers first and grow better with HubSpot’s AI-powered customer platform. Connect your front office teams through a complete view of the customer journey. Use AI-powered tools to deliver a seamless customer experience Easily adapt to emerging industry trends and technologies. Traditional CRMs alone aren't enough to drive growth. Most aren’t designed for customer connection, which is critical in an AI-driven world where customers can explore, evaluate, and buy with efficiency. HubSpot’s customer platform is so much more. It’s powered by Smart CRM that combines customer data with AI to help you adapt, products for engaging customers across the entire journey, and an ecosystem of integrations, education, and community. It’s built for businesses to connect with customers, and grow better.

Beam AI is the leading AI automation platform, already deployed by Fortune 500 companies and startups. It helps enterprises become AI native by building and deploying production-ready AI agents that actually work. Unlike typical AI solutions that fail in production, our agents thrive in real business environments, specially for HR and Finance use-cases. With Beam, you get measurable automation results from week one.

Workato is the operating system for today’s fast-moving business. Recognized as a leader by both Gartner and Forrester, it is the only AI-based middleware platform that enables both business and IT to integrate their apps and automate complex business workflows with security and governance. Given the massive and growing fragmentation of data, apps, and business processes in enterprises today, our mission is to help companies integrate and automate at least 10 times faster than traditional tools and at a tenth of the cost of ownership. We believe Integration is a mission-critical, neutral technology for the dynamic and heterogeneous IT environments of today. We are the only technology vendor backed by all 3 of the top SaaS vendors: Salesforce, Workday, and ServiceNow. Trusted by world's top brands as well as its fastest-growing innovators, we are most appreciative of the fact that customers recognize us as being among the best companies to do business with.

Tability is a powerful OKR (Objectives & Key Results) platform that enables businesses to set, track, and achieve goals effectively. With automated progress tracking, team collaboration, and intuitive reporting, Tability helps organizations align strategy with execution. The platform is designed for startups, SMBs, and enterprises looking for a structured way to manage objectives and drive results. Tability integrates with popular tools, ensuring a seamless workflow for teams working in agile environments. Key Features: - Goal tracking and OKR management - Automated progress updates and reminders - Team collaboration and alignment - Dashboard and analytics for data-driven decisions - Seamless integrations with productivity tools - Weekly check-ins to ensure accountability - Customizable goal-setting framework

5X is an all-in-one data platform that provides everything you need to centralize, clean, model, and analyze your data. Designed to simplify data management, 5X offers seamless integration with over 500 data sources, ensuring uninterrupted data movement across all your systems with pre-built and custom connectors. The platform encompasses ingestion, warehousing, modeling, orchestration, and business intelligence, all rendered in an easy-to-use interface. 5X supports various data movements, including SaaS apps, databases, ERPs, and files, automatically and securely transferring data to data warehouses and lakes. With enterprise-grade security, 5X encrypts data at the source, identifying personally identifiable information and encrypting data at a column level. The platform is designed to reduce the total cost of ownership by 30% compared to building your own platform, enhancing productivity with a single interface to build end-to-end data pipelines.

Arcade.dev is an AI tool-calling platform that enables AI agents to securely perform real-world actions, like sending emails, messaging, updating systems, or triggering workflows, through authenticated, user-authorized integrations. By acting as an authenticated proxy based on the OpenAI API spec, Arcade.dev lets models invoke external services (such as Gmail, Slack, GitHub, Salesforce, Notion, and more) via pre-built connectors or custom tool SDKs, managing authentication, token handling, and security seamlessly. Developers work with a unified client interface (arcadepy for Python or arcadejs for JavaScript), facilitating tool execution and authorization without burdening application logic with credentials or API specifics. It supports secure deployments in the cloud, private VPCs, or on premises, and includes a control plane for managing tools, users, permissions, and observability.

Metorial is an open source, developer-centric integration platform that streamlines the creation, deployment, monitoring, and scaling of agentic AI applications by connecting models to tools, data, and APIs via the Model Context Protocol. With a catalog of over 600 verified MCP “servers,” developers can give their agents capabilities like interacting with Slack, Google Calendar, Notion, APIs, databases, or other systems in just a few clicks or one API call. Metorial’s infrastructure is serverless and built for scale, deploying MCP servers in three clicks or an API call, supporting “zero to millions” of requests, and offering out-of-the-box observability including detailed logging, tracing, session replay, and error alerts. A full set of SDKs (Python, TypeScript) is provided, and every interaction is traceable so teams can audit and optimize agent behaviour. Whether self-hosted or cloud-powered, Metorial offers enterprise-grade security and multi-tenant support.

Pylar is a secure data-access layer that sits between AI agents and your databases, enabling agents to safely interact with structured data without giving them direct database access. It connects to one or more data sources (like BigQuery, Snowflake, PostgreSQL, business apps such as HubSpot or Google Sheets). Pylar can create governed SQL views using its built-in SQL IDE; those views define exactly which tables, columns, and rows agents are allowed to access. It lets you build “MCP tools” (either by writing natural-language prompts or manual configuration) that wrap SQL queries into standardized, safe operations. Agents can access data through a single MCP endpoint, compatible with multiple agent builders like custom AI assistants, no-code automation tools, or integrations (e.g. Zapier, n8n, LangGraph, VS Code, etc.).