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Best AI tools for CRM and sales automation

4 AI tools for CRM and sales automation, 2 with a free plan. Three are meeting note-takers: Granola works from computer audio without a bot, while Otter.ai and Fireflies.ai transcribe and summarize meetings. Durable builds a website and CRM for small local service businesses.

The ranked list

  1. 1

    Granolaalso does this

    Takes meeting notes without a bot

    Meeting notesDesktopMobile

    Free plan

    Takes meeting notes from device audio without a bot, and lists CRM and sales automation as a secondary use. HubSpot integration is on Business and Enterprise plans, and a free plan is available.

  2. 2

    Otter.aialso does this

    Transcribes meetings with summaries

    TranscriptionWeb appDesktopMobile

    Free trial

    Transcribes meetings and produces summaries with action items, and can push sales insights to CRM. Pro is USD 16.99/month per user, and there is a 7-day free trial.

  3. 3

    Fireflies.aialso does this

    Transcribes and summarizes meetings

    Meeting notesMobileDesktopBrowser extension

    Transcribes, summarizes and searches meetings, with live coaching during calls. Also lists CRM and sales automation; Pro starts at USD 10/month per user billed annually.

  4. 4

    Durablealso does this

    Builds sites and manages customers

    Landing pages

    Free plan

    Builds a website with a built-in CRM for leads and customers, plus online booking. The free plan includes up to 10 CRM customers and it is aimed at small local service businesses.

List updated 16 Oct 2026