Discover folk - the CRM for people-powered businesses
A CRM that drafts its next outreach and surfaces deal-clinching insights unaided is no longer science fiction.
Business growth hinges on timely, relevant engagement across every touchpoint. Generative AI CRM reshapes this landscape by infusing traditional AI CRM platforms with creative, context‑aware automation—bridging data and action in seconds.
What Is Generative AI?
Generative AI is a branch of artificial intelligence that masters patterns in vast datasets—text, images or code—to create entirely new content on demand. Rather than filling out preset templates, it predicts and composes natural‑language emails, call summaries or visual assets by analyzing context and intent. Generative AI is now used by millions of users.
Under the hood, generative AI relies on deep neural networks—particularly transformer architectures—that learn relationships between words or pixels. Once trained, these models can draft a follow‑up email tailored to a client’s recent activity or summarize a webinar transcript into concise bullet points.
Embedding this capability directly into CRM platforms means every customer record can spark automatic, personalized content without leaving the interface. Sales teams see draft emails appear beside contact details; support reps get AI‑generated case summaries; managers receive smart prompts for next steps—all in real time and aligned with brand voice.
Which B2B tools will feature Generative AI in 2025?
Generative AI now lives inside the tools you use every day, turning routine tasks into instant, intelligent actions without extra effort.
👉 CRM systems: Draft personalized emails, summarize calls and get next‑step suggestions right next to contact records.
👉 Prospecting tools: Create tailored outreach sequences based on company data and social signals in seconds.
👉 Customer support portals: Auto‑summarize tickets, suggest replies and flag urgent issues before you even click “open.”
👉 Email marketing platforms: Generate campaign copy, subject‑line variations and test them automatically.
👉 Project management apps: Turn meeting notes into action items, draft status updates and predict deadlines.
By embedding generative AI directly into these everyday applications, teams stay focused on strategy and relationships instead of manual writing and data sifting.
Generative AI in CRM: Use Cases
Generative AI embedded in a CRM transforms everyday workflows into smart, automated experiences—letting teams focus on relationships, not repetitive writing.
First, it tackles content creation and data interpretation without leaving the customer record:
- Email and message drafting: Instantly produce personalized outreach, follow‑up notes or nurture sequences based on deal stage and contact history.
- Call and meeting summaries: Convert call transcripts into concise recaps, highlighting key decisions and action items in one click.
- Opportunity analysis: Generate scorecards and next‑best‑step suggestions by evaluating pipeline data, deal size and customer engagement.
- And many more.
These generative AI use cases in CRM turn raw data into ready‑to‑send content and actionable insights—reducing manual effort, improving accuracy and accelerating every stage of the customer journey. Important: Generative AI features vary from one tool to another!
6 Best CRM featuring Generative AI
1. folk
Rating
⭐⭐⭐⭐⭐ (285 reviews)
Overview
folk is like the sales assistant your team never had. It’s simple, integrated, and proactive CRM does the busy work for you.
folk embeds generative AI directly into its CRM to streamline sales workflows without extra steps.
Pros
✔️Auto‑draft emails & sequences: Context‑aware templates generated next to each contact.
✔️ One‑click call transcript summaries: Instant bullet‑point recaps stored in the activity log.
✔️ Deal‑stage prompts: AI recommends next actions when opportunities change stages.
✔️ Smart data enrichment: Auto‑fill missing contact details using public web sources.
✔️ Custom AI snippets: Build and reuse prompt templates tailored to recurring tasks.
Cons
❌ Smaller third‑party integration marketplace than legacy CRMs
❌ Reporting focuses on core metrics rather than deep analytics
Starting Price
$20/user/month
2. Salesforce Einstein
Rating
⭐⭐⭐⭐ (13,000 reviews)
Overview
Einstein layers generative and predictive AI over Salesforce’s Sales Cloud. It analyzes historical deal data to forecast revenue, auto‑drafts outreach based on account signals, and surfaces sentiment insights from emails and calls. Enterprise teams gain access to customizable AI models for industry‑specific workflows and large‑scale forecasting.
Pros
✔️ Enterprise‑grade scalability with customizable AI models
✔️ Integrated forecasting and conversation insights in one suite
✔️ Robust security and compliance for global deployments
Cons
❌ Requires additional licensing beyond core Sales Cloud
❌ Setup and training demand dedicated admin resources
Starting Price
$50/user/month
3. HubSpot AI
Rating
⭐⭐⭐⭐ (12,700 reviews)
Overview
Formerly known as Breeze, HubSpot AI generates marketing copy, chat replies and basic sales follow‑ups directly in HubSpot’s CRM. Early adopters can access AI features at no cost, making it easy for small teams to experiment without financial commitment. The assistant refines subject lines, drafts social posts and suggests email sequences all from within the same interface.
Pros
✔️ Free access to core generative features in Beta
✔️ Unified platform for marketing, sales and service workflows
✔️ Intuitive setup ideal for non‑technical users
Cons
❌ AI depth still evolving—advanced capabilities limited to paid tiers
❌ Feature roadmap in flux during Beta phase
Starting Price
Free
4. Zoho Zia
Rating
⭐⭐⭐⭐ (2,820 reviews)
Overview
Zia brings AI‑powered insights and content suggestions to Zoho CRM at a budget‑friendly rate. It predicts deal closures, recommends follow‑up actions and drafts email templates with embedded sentiment analysis. Zia’s no‑code prompts let teams tailor AI behavior without developer support, making AI accessible even for small operations.
Pros
✔️ Affordable AI inclusion at $9/user/month
✔️ Built‑in sentiment analysis and workflow automation
✔️ No‑code customization of AI prompts and suggestions
Cons
❌ Limited control over deep model tuning
❌ Interface can feel less modern than competitors
Starting Price
$9/user/month
5.Outreach
Rating
⭐⭐⭐⭐ (3,479 reviews)
Overview
Outreach focuses on high‑volume sales environments, using generative AI to craft multi‑step sequences and suggest real‑time actions. It scans engagement data to optimize send times, refines message variations on the fly and integrates conversation intelligence for coaching feedback. This makes it a powerhouse for teams running complex, multi‑touch campaigns.
Pros
✔️ Advanced sequence optimization for large teams
✔️ Real‑time AI‑driven coaching and call topic identification
✔️ Extensive reporting on sequence performance
Cons
❌ Premium pricing may exceed smaller budgets
❌ Steeper learning curve for new users
Starting Price
$100/user/month
6. Freshsales
Rating
⭐⭐⭐⭐ (1,224 reviews)
Overview
Freshsales combines AI‑driven support and sales features in a single CRM. Generative AI powers auto‑summaries of support tickets and drafts follow‑up emails after case closures. It predicts deal health using customer interaction data and suggests next best actions through in‑app prompts—ideal for teams balancing sales and support.
Pros
✔️ Unified support and sales pipelines with AI summaries
✔️ Mobile‑first interface for on‑the‑go productivity
✔️ Lower entry price for core generative features
Cons
❌ AI feature set not as extensive as dedicated analytics tools
❌ Occasional performance lag with very large data volumes
Starting Price
$39/user/month
Conclusion
Integrating generative AI into your CRM turns data into instant, personalized content—cutting manual work and keeping every interaction on point. Teams gain consistent messaging, rapid follow‑ups and smart recommendations that drive pipeline momentum. Embrace generative AI CRM today to boost efficiency, deepen customer connections and stay ahead in a competitive market.
Discover folk CRM - Like the sales assistant your team never had
