4.6 /5 across G2 and Capterra · 509 ratings, Sep 2026
Key features
- AI agents and agentic workflows - Prebuilt agents either assist employees with recommendations and content, or run tasks autonomously across sales, marketing and service, with human oversight built in
- 360-degree customer profile - Unifies customer data, interactions, and history into a single view shared across sales, marketing, and service teams
- Conversational AI interface - Search CRM data, generate insights, and complete tasks using natural language instead of manual navigation
Pros
- AI agents work inside CRM records for tasks like account enrichment, meeting prep, and forecasting, not as a bolted-on chatbot
- A no-code workflow and agent builder lets non-technical teams customize without IT
Cons
- No free plan
- Geared more to larger businesses than small teams