# AI sales and CRM tools: 18 tools for office work

> 18 AI sales and CRM tools for office work, including HubSpot, Salesforce Sales Cloud and Pipedrive: what each one does, whether it is free, and free…

Source: https://learn.ynteractive.com/content/ai-tools/sales-crm · Updated 2026-10-13 · Free from Stepthrough (https://learn.ynteractive.com)

Updated October 13, 2026 · By [Robert Breen](https://learn.ynteractive.com/content/about)

Deals are lost to slow follow-up far more often than to price. AI sales tools keep the pipeline honest: they research accounts, find contact details, draft personal outreach, record calls and remind you who to call next. This category covers CRMs with AI built in, prospecting databases and AI sales agents.

18 tools · 8 free or with a free plan · 7 with a free trial · 3 paid only

## New this week

18 tools added since October 8, 2026. New tools are added every day.

Pancake · Kylon · Salesloft · Outreach · Gong · Lusha · Seamless.AI · Clay · Apollo.io · Copper · Zoho CRM · Close · + 6 more

## 18 AI sales and CRM tools

Each card says what the tool does for a working professional and whether it is free, has a free plan or trial, or is paid. 3 have a free Stepthrough lesson where you practice it step by step.

- [HubSpot](https://www.hubspot.com): Free plan. A CRM with marketing, sales and service tools, plus AI that writes emails, summarizes records and scores leads. Free CRM to start.
- [Salesforce Sales Cloud](https://www.salesforce.com/sales/): Free trial. The leading enterprise CRM, with AI for forecasting, email drafting and next-best actions. Built for larger sales teams.
- [Pipedrive](https://www.pipedrive.com): Free trial. A visual sales pipeline CRM with an AI assistant that suggests next steps and writes emails. Easy for small teams.
- [Capsule CRM](https://capsulecrm.com): Free plan. A simple CRM for small businesses to track contacts, deals and follow-ups. Pipeline views and task reminders keep nothing slipping. [Free lesson: Never Lose a Client Follow-up using Capsule CRM](https://learn.ynteractive.com/content/capsule-crm-sales-pipeline-small-firm)
- [Attio](https://attio.com): Free plan. A flexible, AI-native CRM that builds itself from your email and calendar. Custom objects and automations.
- [folk](https://www.folk.app): Free trial. A lightweight CRM for relationships and outreach, with AI that enriches contacts and drafts follow-ups.
- [Close](https://www.close.com): Free trial. A CRM with built-in calling, email and SMS for inside sales teams. AI call summaries and follow-ups.
- [Zoho CRM](https://www.zoho.com/crm/): Free plan. An affordable CRM with the Zia AI assistant for predictions, data cleanup and email help. Part of the Zoho suite.
- [Copper](https://www.copper.com): Free trial. A CRM built for Google Workspace that lives in Gmail and tracks deals automatically.
- [Apollo.io](https://www.apollo.io): Free plan. A B2B contact database with sequencing and AI research for prospecting. Find leads and email them from one place.
- [Clay](https://www.clay.com): Free plan. Enrich lead lists from dozens of data sources and research accounts with AI agents. Builds highly personalized outreach.
- [Seamless.AI](https://seamless.ai): Free plan. Finds verified emails and phone numbers for prospects in real time. Chrome extension for LinkedIn.
- [Lusha](https://www.lusha.com): Free plan. B2B contact and company data for prospecting, with a browser extension and CRM sync.
- [Gong](https://www.gong.io): Paid. Records and analyzes sales calls to show what wins deals, with AI forecasting and coaching.
- [Outreach](https://www.outreach.io): Paid. A sales engagement platform with AI for sequences, call insights and deal management.
- [Salesloft](https://www.salesloft.com): Paid. Sales engagement with cadences, call recording and AI that tells reps which deals to work next.
- [Kylon](https://kylon.io): Free trial. An AI sales agent that researches accounts and finds a timely reason to reach out. Drafts personal outreach for each prospect. [Free lesson: Kylon AI Sales Agent: Find the Reason to Reach Out](https://learn.ynteractive.com/content/kylon-ai-sales-agent-outbound)
- [Pancake](https://pancake.ai): Free trial. Runs outbound sales conversations for you from Claude and finds qualified prospects. An alternative to hiring a BDR. [Free lesson: Pancake: Get Qualified Sales Conversations from Claude Without…](https://learn.ynteractive.com/content/pancake-outbound-sales-from-claude)

## Learn them free, step by step

Practice in a safe copy of the real tool, with every step checked as you go.

- **Capsule CRM**: [Never Lose a Client Follow-up using Capsule CRM](https://learn.ynteractive.com/content/capsule-crm-sales-pipeline-small-firm) (18 min)
- **Kylon**: [Kylon AI Sales Agent: Find the Reason to Reach Out](https://learn.ynteractive.com/content/kylon-ai-sales-agent-outbound) (8 min)
- **Pancake**: [Pancake: Get Qualified Sales Conversations from Claude Without Hiring a BDR](https://learn.ynteractive.com/content/pancake-outbound-sales-from-claude) (16 min)

## More AI tool categories

[LLMs & chat assistants (18)](https://learn.ynteractive.com/content/ai-tools/llms-chat-assistants) · [AI agents & agent builders (17)](https://learn.ynteractive.com/content/ai-tools/ai-agents) · [Automation & workflows (15)](https://learn.ynteractive.com/content/ai-tools/automation-workflows) · [Email & inbox (16)](https://learn.ynteractive.com/content/ai-tools/email-inbox) · [Writing & content (16)](https://learn.ynteractive.com/content/ai-tools/writing-content) · [Meetings & notes (18)](https://learn.ynteractive.com/content/ai-tools/meetings-notes) · [Marketing & social (19)](https://learn.ynteractive.com/content/ai-tools/marketing-social) · [Customer support & chatbots (17)](https://learn.ynteractive.com/content/ai-tools/customer-support-chatbots) · [Image generation (18)](https://learn.ynteractive.com/content/ai-tools/image-generation) · [Video & avatars (21)](https://learn.ynteractive.com/content/ai-tools/video-avatars) · [Voice & audio (18)](https://learn.ynteractive.com/content/ai-tools/voice-audio) · [Presentations & docs (15)](https://learn.ynteractive.com/content/ai-tools/presentations-docs) · [Research & search (16)](https://learn.ynteractive.com/content/ai-tools/research-search) · [Data & spreadsheets (16)](https://learn.ynteractive.com/content/ai-tools/data-spreadsheets) · [Coding & developer (21)](https://learn.ynteractive.com/content/ai-tools/coding-developer) · [Design & UI (15)](https://learn.ynteractive.com/content/ai-tools/design-ui) · [Productivity & tasks (17)](https://learn.ynteractive.com/content/ai-tools/productivity-tasks) · [HR & recruiting (17)](https://learn.ynteractive.com/content/ai-tools/hr-recruiting) · [Finance & accounting (17)](https://learn.ynteractive.com/content/ai-tools/finance-accounting) · [Legal & contracts (16)](https://learn.ynteractive.com/content/ai-tools/legal-contracts) · [Website & no-code builders (17)](https://learn.ynteractive.com/content/ai-tools/website-no-code)

[The full AI tools directory](https://learn.ynteractive.com/content/ai-tools) · [Tool comparisons](https://learn.ynteractive.com/content/compare) · [AI glossary](https://learn.ynteractive.com/content/glossary)
