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Best AI Tools for Account Managers
AI tools for client health, meeting follow-up, and renewals
AI tools for account managers: customer health scoring, meeting notes and follow-ups, CRM updates, and renewal and expansion signals across your book of business.
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◎ Specific AI Tools for Account Managers
10 tools built for this kind of work
Gainsight
Gainsight is a customer success platform that scores account health, flags churn …
Totango
Totango is a customer success platform with a modular structure that lets teams …
Planhat
Customer platform for customer success teams
HubSpot CRM
AI-enhanced customer relationship management
Salesforce
AI-powered CRM with Einstein intelligence
Gong
AI revenue intelligence and sales analytics
Fireflies.ai
AI notetaker for meetings with transcription and analysis
Otter.ai
AI meeting transcription and note-taking assistant
Avoma
AI meeting assistant with coaching and revenue intelligence
Clari
AI revenue platform for pipeline and forecasting
★ General AI Tools for Account Managers
5 broadly useful tools worth having in the toolbox
ChatGPT
Advanced AI chatbot by OpenAI for conversations and assistance
Claude
AI assistant by Anthropic for helpful, harmless, and honest conversations
Notion
Versatile productivity and note-taking web application developed by Notion Labs, Inc
Slack AI
AI-powered search and summaries inside Slack
Zapier
AI-enhanced workflow automation platform
Crm 17 view all →
Applied Epic
Agency management system for insurance brokers
Attio
AI-native CRM built for modern go-to-market teams
Close
CRM with built-in calling, email, and SMS for sales teams
Conduyt
Flat-rate AI-native CRM with unlimited users
Copper
CRM built for Google Workspace with AI automation
Folk
AI-powered CRM for managing relationships and outreach
Freshsales
AI-powered CRM with sales automation by Freshworks
Gainsight
Gainsight is a customer success platform that scores account health, flags churn …
HawkSoft
Agency management software for independent insurance agencies
HubSpot CRM
AI-enhanced customer relationship management
Lightfield
AI-native CRM built for modern sales teams
Microsoft Dynamics 365
Microsoft's CRM and ERP suite with Copilot
Pipedrive
AI sales CRM with predictive insights
Salesflare
AI-powered CRM for B2B startups with automated data entry
Salesforce
AI-powered CRM with Einstein intelligence
Streak
CRM built natively inside Gmail for sales and relationship management
Zoho CRM
AI-powered customer relationship management
Customer support 40 view all →
Ada
AI chatbot platform for automated customer support
Aisera
AI-powered IT and customer service automation platform
Balto
Real-time AI guidance for call centre agents
Bland AI
AI phone agents for inbound and outbound calls
Canary Technologies
AI guest messaging and digital check-in platform for hotels
Capacity
AI-powered support automation platform
Chatbase
Build custom ChatGPT chatbots trained on your own data
ChurnZero
ChurnZero is a customer success platform for subscription software companies. It …
Cresta
Real-time coaching and AI agents for contact centers
Decagon
AI customer support agents for chat, email, and voice
Drift
Conversational marketing and AI sales assistant
Duve
AI guest experience and upsell platform for hotels and short-term rentals
Forethought AI
Generative AI customer support automation
Freshdesk
AI-driven customer support software with automation
Front
AI customer communication platform for shared inboxes
Gladly
AI customer service platform for people-centred support
Gorgias
AI-powered customer support helpdesk for e-commerce brands
Help Scout
Shared inbox and help desk for customer support teams
Helpshift
AI-first customer support platform for mobile and web
Intercom
AI-powered customer messaging and support platform
Kommunicate
Kommunicate is an AI chatbot and live chat platform that automates customer …
Kore.ai
Enterprise conversational AI and virtual assistant platform
Kustomer AI
CRM-powered AI customer service platform
LivePerson
Conversational AI and messaging for customer service
Mavenoid
AI product support and self-service troubleshooting platform
Moveworks
AI assistant that resolves IT and HR support tickets automatically
Netomi
AI customer service with highest resolution rates
Observe.AI
AI quality assurance for contact centres
Planhat
Customer platform for customer success teams
Retell AI
Voice agent platform for phone calls
Sapling
AI writing assistant and grammar checker for customer teams
Sierra
AI agents for customer service, built for large brands
Synthflow
No-code builder for voice AI agents
Talkdesk
AI-powered cloud contact centre platform
Tidio
AI customer support chatbot for small businesses
Totango
Totango is a customer success platform with a modular structure that lets teams …
Watermelon
Conversational AI platform to supercharge customer service
Yellow.ai
Yellow.ai is an enterprise conversational AI platform for automating customer …
Zendesk
AI-enhanced customer service and support platform
Zowie
AI customer service automation for e-commerce
Sales tools 26 view all →
Amplemarket
Amplemarket is a sales prospecting platform with B2B contact data, multichannel …
Apollo
AI sales intelligence and engagement platform
Chorus.ai
AI conversation intelligence for sales teams
Clari
AI revenue platform for pipeline and forecasting
Clay
AI-powered GTM data enrichment and personalisation
Cora Intelligence
AI sales rep for founders and small teams
Encore AI
Voice and chat agents trained on a company's top-performing reps to grow revenue from customer calls
Gong
AI revenue intelligence and sales analytics
Highspot
Highspot is a sales enablement platform where revenue teams manage content, …
Instantly
AI cold email outreach platform for sales teams
Intuo
AI sales intelligence brief for staying ahead of industry news
Jason AI
AI-powered B2B sales assistant for outreach and follow-ups
Jiminny
AI conversation intelligence and sales coaching platform
Kixie
AI sales engagement platform with intelligent power dialing
Lavender
AI email coach that improves cold outreach reply rates
lemlist
Multichannel outreach by email, LinkedIn, and phone
Mindtickle
Sales readiness and coaching platform
Oliv AI
AI sales assistant for deal execution and pipeline coaching
Outreach
AI sales engagement and automation platform
People.ai
AI revenue intelligence for enterprise sales
Quantified AI
AI sales training and practice simulation platform
Revenue.io
AI revenue intelligence and real-time sales coaching platform
SalesLoft
AI sales engagement and cadence platform
Seismic
Seismic is a sales enablement platform for enterprise revenue teams. It surfaces …
Showpad
Showpad is a sales enablement platform that combines content management, rep …
Smartlead
Cold email outreach with inbox rotation and warm-up
Meeting assistants 22 view all →
Avoma
AI meeting assistant with coaching and revenue intelligence
Cedric
AI agent that presents your slides and attends meetings for you
Claap
AI video wiki for async team communication
Fathom
AI meeting assistant that records, transcribes, and summarizes
Fellow
AI meeting assistant and manager effectiveness platform
Fireflies.ai
AI notetaker for meetings with transcription and analysis
Grain
AI-powered meeting recorder and conversation analytics
Hedy AI
AI that whispers real-time meeting insights in your ear
Laxis
Laxis is an AI meeting assistant that transcribes, summarizes, and extracts …
MeetGeek
Automatic meeting recorder and AI insights platform
MosMos
A native Mac app that turns speech into formatted text in whatever app you are using
Mumble AI
Voice-first productivity workspace for Mac and iOS
Noty.ai
AI meeting notes and task extractor for Google Meet
Otter.ai
AI meeting transcription and note-taking assistant
Read AI
AI meeting assistant with engagement scoring
Rewatch
Rewatch is a video hub for recording, transcribing, and searching internal …
Sembly AI
AI meeting assistant with team collaboration features
Supernormal
AI notetaker that writes your meeting notes for you
Tactiq
Real-time AI transcription for Google Meet and Zoom
tl;dv
AI meeting recorder with automatic summaries and highlights
Webex
Cisco's meetings and calling platform with an AI Assistant
Zoom AI Companion
AI assistant built into Zoom for summaries and drafts