CRM
Top featured
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Matt Burkett🛠️ 1 toolJul 2, 2026@BurkettOptiIt's frustrating being miscategorized. The CRMopti isn't the main focus of the DealFlow. The idea is to be able to know your customer before you even talk to them. First figure out your ideal client profile, then grab some leads and push them to the salesopti (the most powerful part of the entire program) and get to know them before you even talk to them! Know that you can run any particular part of the system by itself. Also, the check out the free tools if you get a chance.
Specialized tools 20
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AI CRM that remembers everything and does the work for you.Love this CRM. No fields to configure or pipeline to define, it just does everything for you.
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The agentic CRM that maintains itself. -
AI Agents driving Net Revenue Retention increases in B2B Companies
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AI-powered relationship intelligence for private capital firms.
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Professional client management made simple.
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Your Personal Sales Engine
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Manage your CRM through chat and voice.
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AI-powered CRM analytics for smarter business growth.
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Elevate WhatsApp business with ChatGPT AI CRM.
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Automate customer interactions with conversational AI
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AI-powered CRM co-pilot for Gmail
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One AI platform to run your entire B2B sales pipeline.It's frustrating being miscategorized. The CRMopti isn't the main focus of the DealFlow. The idea is to be able to know your customer before you even talk to them. First figure out your ideal client profile, then grab some leads and push them to the salesopti (the most powerful part of the entire program) and get to know them before you even talk to them! Know that you can run any particular part of the system by itself. Also, the check out the free tools if you get a chance.
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AI-native CRM that transforms complex tasks into intelligent workflows. -
Bring your CRM data into ChatGPT conversations.
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AI-powered CRM that maximizes your working day.
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Boost sales efficiency with AI-powered CRM.
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AI Copilot that automates CRM and event tasks.
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Streamline client work with an all-in-one hub
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Strengthening business relationships through client interaction and feedback analysis. -
Supports business growth by maintaining strong client relationships.
Also used for CRM 8
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I started using Team Pulse recently, and I really like how simple it feels. Managing projects, tasks, and pipelines in one place is smooth, clean, and easy to understand without overcomplicating the workflow.
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It was great in terms of the data linked with email but very limited in functionality
