- Sales Teams: Automate lead routing, deal tracking, and customer engagement workflows.
- Marketing Professionals: Use AI-powered research and segmentation to refine lead targeting.
- Revenue Operations: Streamline complex business processes with customizable automation engines.
- Customer Success Teams: Monitor customer health and identify expansion opportunities efficiently.
- Business Executives: Access real-time, detailed reports for strategic decision-making.
How to Use Attio?
- Sign Up and Connect Data Sources: Sync emails, calendars, billing, product data, and support systems.
- Customize Workflows and Automations: Design automated sequences for deals, lead nurturing, and onboarding.
- Leverage AI Research Agents: Use AI to discover new leads, prioritize outreach, and route prospects intelligently.
- Analyze with Advanced Reporting: Create customizable dashboards and reports for real-time business insights.
- Adaptive Data Model: Reflects the unique structure of your business rather than imposing rigid CRM architectures.
- Intelligent Automation: Automates complex workflows like lead routing, sequences, and customer health monitoring.
- AI-Powered Research: Scales prospecting and lead evaluation using AI designed for GTM teams.
- Real-Time Insights: Produces fast, detailed reports that grow with your data.
- Enterprise-Grade Security: Certified for GDPR, CCPA, ISO, ensuring compliant and secure data handling.
- Highly flexible and adaptive CRM data model.
- Robust AI automation for sales and marketing tasks.
- Real-time comprehensive reporting and analytics.
- Strong focus on security and compliance for enterprises.
- Setup and customization can be complex for new users.
- May require training to fully leverage AI features.
- Pricing details are not transparently available upfront.
- Heavily focused on sales and revenue teams, less suited for other departments.
Free
$ 0.00
Automatic data enrichment
Up to 3 seats
Plus
$ 36.00
Enhanced email sending
No seat limits
Pro
$ 86.00
Advanced data enrichment
Priority support
Enterprise
Contact sales
SAML and SSO
Flexible invoicing
Proud of the love you're getting? Show off your AI Toolbook reviews—then invite more fans to share the love and build your credibility.
Add an AI Toolbook badge to your site—an easy way to drive followers, showcase updates, and collect reviews. It's like a mini 24/7 billboard for your AI.
Reviews
Rating Distribution
Average score
Popular Mention
FAQs
Similar AI Tools
Masonry
Masonry is a robust AI automation platform designed to help businesses build, deploy, and manage resilient automations that adapt and recover instantly when workflows break. Its core promise is reliability—users can trust that Masonry’s AI agents will keep running, maintain accuracy, and repair errors without manual intervention. The platform offers ready-made solutions for various operational tasks, including sales qualification, lead enrichment, support ticket summarization, CRM hygiene, recruitment automation, and daily financial reporting. By streamlining repetitive work through intelligent automation, Masonry empowers teams to focus on growth instead of troubleshooting, ensuring business processes are always running smoothly.
Masonry
Masonry is a robust AI automation platform designed to help businesses build, deploy, and manage resilient automations that adapt and recover instantly when workflows break. Its core promise is reliability—users can trust that Masonry’s AI agents will keep running, maintain accuracy, and repair errors without manual intervention. The platform offers ready-made solutions for various operational tasks, including sales qualification, lead enrichment, support ticket summarization, CRM hygiene, recruitment automation, and daily financial reporting. By streamlining repetitive work through intelligent automation, Masonry empowers teams to focus on growth instead of troubleshooting, ensuring business processes are always running smoothly.
Masonry
Masonry is a robust AI automation platform designed to help businesses build, deploy, and manage resilient automations that adapt and recover instantly when workflows break. Its core promise is reliability—users can trust that Masonry’s AI agents will keep running, maintain accuracy, and repair errors without manual intervention. The platform offers ready-made solutions for various operational tasks, including sales qualification, lead enrichment, support ticket summarization, CRM hygiene, recruitment automation, and daily financial reporting. By streamlining repetitive work through intelligent automation, Masonry empowers teams to focus on growth instead of troubleshooting, ensuring business processes are always running smoothly.
Dilmach
Dilmach CRM is a modern customer relationship management (CRM) platform designed to help businesses manage customer interactions, sales pipelines, and relationships more effectively. It offers streamlined tools for tracking leads, managing deals, and customizing workflows—all aimed at growing customer relationships and boosting sales performance.
Dilmach
Dilmach CRM is a modern customer relationship management (CRM) platform designed to help businesses manage customer interactions, sales pipelines, and relationships more effectively. It offers streamlined tools for tracking leads, managing deals, and customizing workflows—all aimed at growing customer relationships and boosting sales performance.
Dilmach
Dilmach CRM is a modern customer relationship management (CRM) platform designed to help businesses manage customer interactions, sales pipelines, and relationships more effectively. It offers streamlined tools for tracking leads, managing deals, and customizing workflows—all aimed at growing customer relationships and boosting sales performance.
Chatbase
Chatbase is a customer support AI platform for building, deploying, and improving agents that resolve real issues across web, chat apps, and internal systems. Teams ground an agent on business data, define safe actions it can take, and connect tools like CRMs or order systems so it can fetch details and perform tasks securely. The platform emphasizes simplicity, security, and guardrails, including SOC 2 Type II and GDPR compliance. Agents handle complex queries, escalate to humans when needed, and learn over time through analytics and iteration. With multilingual support and cross‑channel deployment, Chatbase delivers fast resolutions while improving operational outcomes.
Chatbase
Chatbase is a customer support AI platform for building, deploying, and improving agents that resolve real issues across web, chat apps, and internal systems. Teams ground an agent on business data, define safe actions it can take, and connect tools like CRMs or order systems so it can fetch details and perform tasks securely. The platform emphasizes simplicity, security, and guardrails, including SOC 2 Type II and GDPR compliance. Agents handle complex queries, escalate to humans when needed, and learn over time through analytics and iteration. With multilingual support and cross‑channel deployment, Chatbase delivers fast resolutions while improving operational outcomes.
Chatbase
Chatbase is a customer support AI platform for building, deploying, and improving agents that resolve real issues across web, chat apps, and internal systems. Teams ground an agent on business data, define safe actions it can take, and connect tools like CRMs or order systems so it can fetch details and perform tasks securely. The platform emphasizes simplicity, security, and guardrails, including SOC 2 Type II and GDPR compliance. Agents handle complex queries, escalate to humans when needed, and learn over time through analytics and iteration. With multilingual support and cross‑channel deployment, Chatbase delivers fast resolutions while improving operational outcomes.
Bardeen AI
Bardeen is an AI-powered automation and workflow platform built for GTM teams to eliminate manual tasks and orchestrate end-to-end processes directly in the browser. It connects to existing tools to automate lead management, account updates, reporting, and cross-team handoffs without heavy implementation. With Playbooks, teams can discover leads, sync data to CRMs, trigger personalized outreach, and generate competitive insights with minimal effort. The platform centralizes repetitive work into reliable automations while preserving current stacks, reducing tool bloat and silos. Designed for scale, it helps Sales, CS, RevOps, and Leadership reclaim hours, improve data hygiene, and drive consistent GTM execution.
Bardeen AI
Bardeen is an AI-powered automation and workflow platform built for GTM teams to eliminate manual tasks and orchestrate end-to-end processes directly in the browser. It connects to existing tools to automate lead management, account updates, reporting, and cross-team handoffs without heavy implementation. With Playbooks, teams can discover leads, sync data to CRMs, trigger personalized outreach, and generate competitive insights with minimal effort. The platform centralizes repetitive work into reliable automations while preserving current stacks, reducing tool bloat and silos. Designed for scale, it helps Sales, CS, RevOps, and Leadership reclaim hours, improve data hygiene, and drive consistent GTM execution.
Bardeen AI
Bardeen is an AI-powered automation and workflow platform built for GTM teams to eliminate manual tasks and orchestrate end-to-end processes directly in the browser. It connects to existing tools to automate lead management, account updates, reporting, and cross-team handoffs without heavy implementation. With Playbooks, teams can discover leads, sync data to CRMs, trigger personalized outreach, and generate competitive insights with minimal effort. The platform centralizes repetitive work into reliable automations while preserving current stacks, reducing tool bloat and silos. Designed for scale, it helps Sales, CS, RevOps, and Leadership reclaim hours, improve data hygiene, and drive consistent GTM execution.
ClienTask
ClienTask is a modern AI-powered client management tool that streamlines the way businesses handle client communication, tasks, and data organization. Designed for agencies, small to medium-sized businesses, and professionals, it centralizes client profiles, project tracking, and messaging—all within an intuitive platform. By offering automated workflows, customizable dashboards, and integrated billing and scheduling, ClienTask reduces administrative overhead and ensures teams never miss an important update. With its user-friendly interface and scalability, ClienTask empowers teams to focus more on building client relationships and less on repetitive manual tasks.
ClienTask
ClienTask is a modern AI-powered client management tool that streamlines the way businesses handle client communication, tasks, and data organization. Designed for agencies, small to medium-sized businesses, and professionals, it centralizes client profiles, project tracking, and messaging—all within an intuitive platform. By offering automated workflows, customizable dashboards, and integrated billing and scheduling, ClienTask reduces administrative overhead and ensures teams never miss an important update. With its user-friendly interface and scalability, ClienTask empowers teams to focus more on building client relationships and less on repetitive manual tasks.
ClienTask
ClienTask is a modern AI-powered client management tool that streamlines the way businesses handle client communication, tasks, and data organization. Designed for agencies, small to medium-sized businesses, and professionals, it centralizes client profiles, project tracking, and messaging—all within an intuitive platform. By offering automated workflows, customizable dashboards, and integrated billing and scheduling, ClienTask reduces administrative overhead and ensures teams never miss an important update. With its user-friendly interface and scalability, ClienTask empowers teams to focus more on building client relationships and less on repetitive manual tasks.
Lightfield CRM
Lightfield is a next-generation CRM built for founders and small teams, designed to remember every detail of customer relationships and turn that data into action. It captures full-fidelity interactions — from meetings and emails to product analytics — and creates a living memory of your leads, customers, and accounts. With AI-powered insights, it surfaces patterns, automates follow-ups, and empowers you to ask natural-language questions like “How has our ideal customer profile changed this quarter?” and get grounded answers instantly. It’s built for speed, clarity, and helping you serve customers better while spending less time on admin.
Lightfield CRM
Lightfield is a next-generation CRM built for founders and small teams, designed to remember every detail of customer relationships and turn that data into action. It captures full-fidelity interactions — from meetings and emails to product analytics — and creates a living memory of your leads, customers, and accounts. With AI-powered insights, it surfaces patterns, automates follow-ups, and empowers you to ask natural-language questions like “How has our ideal customer profile changed this quarter?” and get grounded answers instantly. It’s built for speed, clarity, and helping you serve customers better while spending less time on admin.
Lightfield CRM
Lightfield is a next-generation CRM built for founders and small teams, designed to remember every detail of customer relationships and turn that data into action. It captures full-fidelity interactions — from meetings and emails to product analytics — and creates a living memory of your leads, customers, and accounts. With AI-powered insights, it surfaces patterns, automates follow-ups, and empowers you to ask natural-language questions like “How has our ideal customer profile changed this quarter?” and get grounded answers instantly. It’s built for speed, clarity, and helping you serve customers better while spending less time on admin.
Cresta
Cresta is an enterprise-grade generative AI platform built for contact centres, designed to combine human and AI agents in one unified workspace. It helps organisations analyse every customer conversation, extract insights, guide agents in real time, automate workflows and improve outcomes such as first-call resolution, conversion, and agent performance. The platform features include custom models trained on an organisation’s own data, low-latency real-time transcription and inference, no-code tools for business users to deploy and refine AI models, and a strong focus on combining quality assurance, coaching, automation and conversational intelligence. Recent funding has boosted the company’s growth and the product has been adopted by major enterprises to optimise service, sales and retention operations.
Cresta
Cresta is an enterprise-grade generative AI platform built for contact centres, designed to combine human and AI agents in one unified workspace. It helps organisations analyse every customer conversation, extract insights, guide agents in real time, automate workflows and improve outcomes such as first-call resolution, conversion, and agent performance. The platform features include custom models trained on an organisation’s own data, low-latency real-time transcription and inference, no-code tools for business users to deploy and refine AI models, and a strong focus on combining quality assurance, coaching, automation and conversational intelligence. Recent funding has boosted the company’s growth and the product has been adopted by major enterprises to optimise service, sales and retention operations.
Cresta
Cresta is an enterprise-grade generative AI platform built for contact centres, designed to combine human and AI agents in one unified workspace. It helps organisations analyse every customer conversation, extract insights, guide agents in real time, automate workflows and improve outcomes such as first-call resolution, conversion, and agent performance. The platform features include custom models trained on an organisation’s own data, low-latency real-time transcription and inference, no-code tools for business users to deploy and refine AI models, and a strong focus on combining quality assurance, coaching, automation and conversational intelligence. Recent funding has boosted the company’s growth and the product has been adopted by major enterprises to optimise service, sales and retention operations.
Calabrio
Calabrio is a platform specialising in workforce engagement and contact-centre intelligence, designed to help organisations optimise both employee and customer experience in service environments. Its core offering centres around a unified suite that combines workforce management (WFM), conversation analytics, quality management, scheduling, and performance dashboards. The objective is to allow contact-centre teams to reduce manual workload, increase agent engagement, improve customer outcomes, and drive operational efficiency. The platform supports forecasting and scheduling, real-time agent tools, sentiment and interaction analytics, and broad monitoring of agent performance across channels.
Calabrio
Calabrio is a platform specialising in workforce engagement and contact-centre intelligence, designed to help organisations optimise both employee and customer experience in service environments. Its core offering centres around a unified suite that combines workforce management (WFM), conversation analytics, quality management, scheduling, and performance dashboards. The objective is to allow contact-centre teams to reduce manual workload, increase agent engagement, improve customer outcomes, and drive operational efficiency. The platform supports forecasting and scheduling, real-time agent tools, sentiment and interaction analytics, and broad monitoring of agent performance across channels.
Calabrio
Calabrio is a platform specialising in workforce engagement and contact-centre intelligence, designed to help organisations optimise both employee and customer experience in service environments. Its core offering centres around a unified suite that combines workforce management (WFM), conversation analytics, quality management, scheduling, and performance dashboards. The objective is to allow contact-centre teams to reduce manual workload, increase agent engagement, improve customer outcomes, and drive operational efficiency. The platform supports forecasting and scheduling, real-time agent tools, sentiment and interaction analytics, and broad monitoring of agent performance across channels.
Clay
Clay is a powerful go-to-market (GTM) data and AI platform that centralizes and enriches sales and marketing data from over 150 providers, enabling teams to act with precision and speed. It offers enriched leads, intent signals, and AI-led research to identify new prospects, score accounts, and personalize outreach efforts. Clay’s flexible workflows allow users to automate complex GTM processes without engineering, streamline data formatting, and update tools like CRMs and email sequencers in real time. Designed for scale, Clay integrates seamlessly with existing systems to empower GTM teams to be faster, more strategic, and highly creative.
Clay
Clay is a powerful go-to-market (GTM) data and AI platform that centralizes and enriches sales and marketing data from over 150 providers, enabling teams to act with precision and speed. It offers enriched leads, intent signals, and AI-led research to identify new prospects, score accounts, and personalize outreach efforts. Clay’s flexible workflows allow users to automate complex GTM processes without engineering, streamline data formatting, and update tools like CRMs and email sequencers in real time. Designed for scale, Clay integrates seamlessly with existing systems to empower GTM teams to be faster, more strategic, and highly creative.
Clay
Clay is a powerful go-to-market (GTM) data and AI platform that centralizes and enriches sales and marketing data from over 150 providers, enabling teams to act with precision and speed. It offers enriched leads, intent signals, and AI-led research to identify new prospects, score accounts, and personalize outreach efforts. Clay’s flexible workflows allow users to automate complex GTM processes without engineering, streamline data formatting, and update tools like CRMs and email sequencers in real time. Designed for scale, Clay integrates seamlessly with existing systems to empower GTM teams to be faster, more strategic, and highly creative.
Jeeva AI
Jeeva.ai is an AI-powered agentic sales automation platform that helps teams and businesses accelerate lead generation, personalized outreach, and pipeline growth. Its intelligent AI agents autonomously discover, enrich, and engage prospects across email, LinkedIn, and calls, while automating follow-ups, CRM updates, meeting scheduling, and sales tasks — freeing sales reps to focus on closing deals. Built on advanced natural language processing and predictive analytics, Jeeva.ai integrates with CRM and inbox tools to streamline sales workflows, improve productivity, and enhance data-driven engagement across the sales funnel.
Jeeva AI
Jeeva.ai is an AI-powered agentic sales automation platform that helps teams and businesses accelerate lead generation, personalized outreach, and pipeline growth. Its intelligent AI agents autonomously discover, enrich, and engage prospects across email, LinkedIn, and calls, while automating follow-ups, CRM updates, meeting scheduling, and sales tasks — freeing sales reps to focus on closing deals. Built on advanced natural language processing and predictive analytics, Jeeva.ai integrates with CRM and inbox tools to streamline sales workflows, improve productivity, and enhance data-driven engagement across the sales funnel.
Jeeva AI
Jeeva.ai is an AI-powered agentic sales automation platform that helps teams and businesses accelerate lead generation, personalized outreach, and pipeline growth. Its intelligent AI agents autonomously discover, enrich, and engage prospects across email, LinkedIn, and calls, while automating follow-ups, CRM updates, meeting scheduling, and sales tasks — freeing sales reps to focus on closing deals. Built on advanced natural language processing and predictive analytics, Jeeva.ai integrates with CRM and inbox tools to streamline sales workflows, improve productivity, and enhance data-driven engagement across the sales funnel.
Lantern
Lantern is an AI-powered revenue acceleration and automation platform designed to help B2B revenue, marketing, and customer success teams unify their data, enrich it intelligently, and activate it through autonomous AI agents. Lantern consolidates fragmented data sources, identifies high-value prospects, and automates workflows to accelerate revenue growth.
Lantern
Lantern is an AI-powered revenue acceleration and automation platform designed to help B2B revenue, marketing, and customer success teams unify their data, enrich it intelligently, and activate it through autonomous AI agents. Lantern consolidates fragmented data sources, identifies high-value prospects, and automates workflows to accelerate revenue growth.
Lantern
Lantern is an AI-powered revenue acceleration and automation platform designed to help B2B revenue, marketing, and customer success teams unify their data, enrich it intelligently, and activate it through autonomous AI agents. Lantern consolidates fragmented data sources, identifies high-value prospects, and automates workflows to accelerate revenue growth.
Turian
Turian is an advanced AI-powered automation platform designed to streamline B2B workflows by eliminating manual data entry and administrative tasks. It functions as an intelligent agent that integrates directly with email inboxes to process complex texts and attachments, such as PDFs and spreadsheets, without requiring any model training. Turian connects seamlessly with major ERP and CRM systems like SAP, Salesforce, and Microsoft Dynamics, allowing it to update records in real-time. With a strong focus on security and compliance, including GDPR adherence and ISO 27001 certification, Turian empowers businesses to automate procurement, sales, and compliance processes efficiently while keeping humans in control when needed.
Turian
Turian is an advanced AI-powered automation platform designed to streamline B2B workflows by eliminating manual data entry and administrative tasks. It functions as an intelligent agent that integrates directly with email inboxes to process complex texts and attachments, such as PDFs and spreadsheets, without requiring any model training. Turian connects seamlessly with major ERP and CRM systems like SAP, Salesforce, and Microsoft Dynamics, allowing it to update records in real-time. With a strong focus on security and compliance, including GDPR adherence and ISO 27001 certification, Turian empowers businesses to automate procurement, sales, and compliance processes efficiently while keeping humans in control when needed.
Turian
Turian is an advanced AI-powered automation platform designed to streamline B2B workflows by eliminating manual data entry and administrative tasks. It functions as an intelligent agent that integrates directly with email inboxes to process complex texts and attachments, such as PDFs and spreadsheets, without requiring any model training. Turian connects seamlessly with major ERP and CRM systems like SAP, Salesforce, and Microsoft Dynamics, allowing it to update records in real-time. With a strong focus on security and compliance, including GDPR adherence and ISO 27001 certification, Turian empowers businesses to automate procurement, sales, and compliance processes efficiently while keeping humans in control when needed.
Editorial Note
This page was researched and written by the ATB Editorial Team. Our team researches each AI tool by reviewing its official website, testing features, exploring real use cases, and considering user feedback. Every page is fact-checked and regularly updated to ensure the information stays accurate, neutral, and useful for our readers.
If you have any suggestions or questions, email us at hello@aitoolbook.ai