Customer relationship management tools are getting smarter. Instead of just storing data, agentic CRM platforms can plan tasks, execute workflows, and adjust strategies autonomously. Think of them as CRM systems with built-in intelligence that actually do the work instead of waiting for you to click buttons.
Platform | User Rating | Starting Price | Free Trial | Employee Size |
|---|---|---|---|---|
4.7/5 based on 341 reviews | $25/user/month | Yes (14 days, unlimited users) | 50-5,000+ employees | |
Salesforce | 4.5/5 based on 181 reviews | $25/user/month (Einstein) $125/user/month (Agentforce) | Yes (30 days) | 100-50,000+ employees |
HubSpot | 4.4/5 based on 5,000+ reviews | Free (basic), $50/month premium | Yes (forever free tier) | 1-10,000+ employees |
Microsoft Dynamics 365 | 4/5 based on 876 reviews | Custom pricing | Yes (30 days) | 100-50,000+ employees |
Zoho CRM | 4.1/5 based on 2,500+ reviews | $14/user/month | Yes (15 days) | 5-1,000 employees |
Freshworks | 4.5/5 based on 8,500+ reviews | Free trial, then paid | Yes (21 days) | 10-5,000 employees |
Copper CRM | 4.5/5 based on 1,400+ reviews | Subscription-based | Yes (14 days) | 5-500 employees |
Pipedrive | 4.3/5 based on 2,500+ reviews | $14.90/user/month | Yes (14 days) | 5-2,000 employees |
ActiveCampaign | 4.5/5 based on 10,000+ reviews | $49/user/month (3-user min) | Yes (14 days) | 10-5,000 employees |
How We Selected These Platforms
We focused on platforms that actually work in real businesses and have proven results. Our criteria included:
We checked for:
- Independent task execution (not just automation that follows rigid rules)
- Integration with existing business tools
- Multi-agent coordination (when multiple AI agents need to work together)
- Developer and business user customization options
- Enterprise security standards
Top 8 Agentic CRM Platforms
1. Creatio
Creatio offers autonomous CRM features through its no-code platform. Businesses can create self-running workflows without needing technical expertise.
Source: Creatio
Core Capabilities:
- Drag-and-drop workflow builders replace traditional coding.
- Lead scoring runs continuously in the background.
- Customer journeys adapt based on real-time behavior across email, web, and mobile.
- The system watches its own performance and tweaks processes when something isn’t working.
Pricing: Starts at $25 per user monthly with all AI features included
Benefits:
- No coding required, reducing setup complexity
- Visual workflow designer enables quick autonomous process creation
- Includes marketing, sales, and service automation
Limitations:
- May need training for complex autonomous workflow design
- Smaller integration ecosystem than established enterprise platforms
- Advanced customization might require professional help
2. Salesforce with Einstein and Agentforce
Salesforce built Agentforce on top of Einstein AI. These agents don’t just suggest actions, they take them. Data Cloud pulls information from across your systems so agents have context about every customer.
Core Capabilities:
- Lead scoring happens automatically as new prospects come in.
- Marketing campaigns adjust themselves based on performance without manual A/B testing.
- Service agents resolve common issues before customers reach a human.
- Agents access unified customer profiles through Data Cloud, so they know purchase history, support tickets, and marketing interactions simultaneously.
Pricing: Starts at $25 per user monthly for basic Einstein features; Agentforce pricing varies by implementation
Strengths:
- Most developed agentic AI in enterprise CRM
- Complete ecosystem supporting complex multi-agent workflows
- Deep integration across sales, marketing, and service functions
Limitations:
- Complex setup requiring specialized expertise
- Higher total cost for full agentic capabilities
- Extensive customization may require ongoing technical support
3. HubSpot with AI Agents and Breeze Copilot
HubSpot launched AI Agents and Breeze Copilot together. One runs workflows autonomously while the other assists humans. The focus is on keeping things simple while adding intelligence.
Core Capabilities:
- Lead nurturing sequences adjust messaging based on how prospects respond.
- Content generation pulls from customer data, not generic templates.
- Deal scoring predicts which opportunities will close.
- Campaigns run across email, social, and ads without manual coordination.
- Every customer interaction is personalized in real time.
Recent Updates
- GPT-5 Model Upgrade: Breeze Studio agents upgraded from GPT-4.1 to GPT-5, delivering improved reasoning and agent performance across Marketplace and custom agents
- Expanded Channel Support: Customer Agent now deploys across SMS, Instagram, Telegram, LINE, WhatsApp, and Slack via Custom Channels API no code changes required for existing integrations
- Mobile & Document Support: Breeze Assistant available as mobile app with QR code installation; PDF attachment capabilities for prompts
Pricing: Breeze Intelligence transitioning to HubSpot Credits system in June 2026 (1 credit = 1 enriched record). Verify current pricing as credit structures are evolving.
Strengths:
- User-friendly interface reducing setup complexity
- Strong integration with the existing HubSpot system
- Complete training resources and support documentation
Limitations:
- Advanced agentic features require higher-tier subscriptions
- Limited customization compared to enterprise-focused platforms
- May not scale effectively for complex enterprise workflows
4. Microsoft Dynamics 365 with Copilot
Copilot runs throughout Dynamics 365, creating agentic workflows that connect with Microsoft 365, Azure, and Power Platform. If you already use Microsoft tools, agents can access data across your entire tech stack.
Core Capabilities:
- Qualify leads and follow up autonomously through the Sales Agent
- Route and resolve customer inquiries intelligently
- Generate proposals automatically based on customer data
Recent Updates:
- GPT-5.2 Integration: Copilot Chat includes GPT-5.2 model selector with “Quick Response” for immediate answers or “Think Deeper” for complex reasoning with improved math and coding performance
- Agent Mode: Copilot now actively edits Excel (Desktop/Mac), Word, and PowerPoint files while reasoning through changes not just suggesting actions but making autonomous file modifications
- Admin Readiness Dashboard: New Copilot readiness page in admin center provides structured configuration tracking with deployment essentials, user experience settings, and data security organized by completion status
- License Enforcement: Dynamics 365 Finance & Operations now enforces user license requirements; users without proper licenses cannot access non-licensed applications.
Pricing: Microsoft 365 E5 subscriptions now include Security Copilot with monthly SCU allocations 400 SCUs per 1,000 users with 10,000 SCU maximum. Overages billed at $6 per SCU via Azure. Standard Dynamics 365 Copilot capabilities remain subscription-based with custom enterprise pricing.
Strengths:
- Deep integration with existing Microsoft technology investments
- Unified platform reducing system complexity and costs
- Strong enterprise support and implementation services
Limitations:
- Best suited for organizations already using the Microsoft ecosystem
- May require significant change management for non-Microsoft environments
- Complex pricing structure for full agentic capabilities
5. Zoho CRM with Zia AI
Zia AI brings agentic capabilities to small and mid-sized businesses. Zoho designed it for teams that want automation without enterprise complexity or cost.
Core Capabilities:
- Zia AI Agent Studio: Build custom AI agents that take real actions across Zoho apps retrieve records, update data, create tasks automatically, and analyze documents. Full control over permissions, tools, and data access with connections to both structured (CRM fields) and unstructured data (PDFs, SOPs, training docs)
- Cross-App Intelligence: Ask Zia enables conversational queries across all Zoho applications with natural language like “How did sales do in Q4 versus previous year?” Zia pulls information from CRM, finance, HR, and displays answers with charts showing transparent data sources
- Predictive sales insights with autonomous opportunity scoring
- Automated workflows based on business patterns
- Intelligent email responses and automated follow-ups
Pricing: Starts at $14 per user monthly with Zia AI features included in higher tiers
Strengths:
- Cost-effective entry point for agentic CRM capabilities
- Complete business suite integration within Zoho ecosystem
- Intuitive interface requiring minimal training
Limitations:
- Limited scalability for large enterprise implementations
- Customization options may not meet complex business requirements
6. Freshworks with Freddy AI
Freshworks calls Freddy AI “uncomplicated.” That’s marketing-speak for: it works without requiring your team to learn a new programming language. Freddy embeds intelligence into support and sales without changing how people work.
Core Capabilities:
- Resolve customer service issues autonomously
- Score leads and automate prospecting intelligently
- Run automated email sequences with adaptive messaging
- Monitor customer sentiment across channels
- Engage customers proactively based on behavioral triggers
Pricing: Free trial available with straightforward licensing for agentic features
Strengths:
- Simple implementation process with minimal technical requirements
- Transparent pricing without hidden costs for AI features
- Strong focus on customer experience optimization
Limitations:
- Limited advanced customization for complex enterprise needs
- Newer agentic capabilities may lack maturity of established platforms
- May not integrate as with non-Freshworks business systems
7. Copper CRM
Copper built specifically for Google Workspace users. If your team lives in Gmail, Calendar, and Drive, Copper’s agents work inside those tools instead of making you switch platforms.
Core Capabilities:
- Capture data automatically from Google Workspace interactions
- Manage pipelines intelligently integrated with Gmail and Calendar
- Qualify leads autonomously based on email and meeting patterns
- Provide predictive analytics using Google’s machine learning infrastructure
- Automate workflows across Google ecosystem platforms
Pricing: Subscription-based with Google Workspace integration included
Strengths:
- Integration with Google Workspace tools
- Minimal training required for Google Workspace users
- Automatic data synchronization across Google platforms
Limitations:
- Limited capabilities outside Google ecosystem
- May not provide sufficient functionality for complex enterprise requirements
- Dependent on Google’s platform development and policy changes
8. Pipedrive
Pipedrive started as a visual sales pipeline and added AI-powered insights. The focus remains sales team productivity not marketing automation or service tickets.
Core Capabilities:
- Nurture leads automatically with personalized communication sequences
- Recommend intelligent deal progression based on pipeline analysis
- Track emails and optimize engagement autonomously
- Forecast sales predictively with adaptive model learning
- Provide real-time pipeline coaching with actionable improvement suggestions
Pricing: Starts at $14.90 per user monthly with AI features in higher tiers.
Strengths:
- User-friendly interface requiring minimal learning curve
- Strong focus on sales productivity and deal management
- Cost-effective pricing for growing sales teams
Limitations:
- Limited functionality beyond sales-specific workflows
- Advanced agentic features require premium subscriptions
9. ActiveCampaign
ActiveCampaign merged email marketing automation with CRM agentic capabilities. The platform handles the entire customer lifecycle, from first email to renewal.
Core Capabilities:
- Run autonomous email marketing campaigns with behavioral triggers
- Segment customers intelligently based on interaction patterns
- Execute automated sales follow-up sequences with personalized messaging
- Model predictive customer lifetime value
- Orchestrate customer journeys across channels
Pricing: Starts at $49 per user monthly, with a 3-user minimum
Strengths:
- Strong customer experience focus throughout lifecycle management
- Responsive customer support with technical expertise
Limitations:
- Higher pricing compared to basic CRM solutions
- Steep learning curve for complex automation setup
- Mobile application requires improvement for field teams
Key Trends in Agentic CRM
1. AI Agent Observability & Monitoring
With Salesforce’s Agentforce Command Center leading the way, organizations now prioritize visibility into AI agent decision-making, performance metrics, and ROI tracking. Real-time monitoring and conversation replays have become essential for enterprise deployments.
2. Next-Generation LLM Integration
Multiple CRM platforms upgraded to GPT-5/5.2 models in January 2026 (HubSpot Breeze, Microsoft Copilot), representing industry-wide adoption of advanced reasoning capabilities for improved agent performance.
3. Custom Agent Development Platforms
Both Salesforce (Agentforce Builder) and Zoho (Zia AI Agent Studio) democratized agent creation, enabling organizations to build purpose-specific autonomous workflows beyond pre-built solutions.
4. Omnichannel AI Agent Deployment
Expansion to SMS, Instagram, Telegram, LINE, WhatsApp, and Slack reflects growing demand for AI support across all customer communication channels.
5. License Enforcement & Compliance
Microsoft’s January 15, 2026 enforcement of Dynamics 365 license requirements signals increased industry focus on software compliance and proper user licensing audits.
FAQ for Agentic CRM
Cem's work has been cited by leading global publications including Business Insider, Forbes, Washington Post, global firms like Deloitte, HPE and NGOs like World Economic Forum and supranational organizations like European Commission. You can see more reputable companies and resources that referenced AIMultiple.
Throughout his career, Cem served as a tech consultant, tech buyer and tech entrepreneur. He advised enterprises on their technology decisions at McKinsey & Company and Altman Solon for more than a decade. He also published a McKinsey report on digitalization.
He led technology strategy and procurement of a telco while reporting to the CEO. He has also led commercial growth of deep tech company Hypatos that reached a 7 digit annual recurring revenue and a 9 digit valuation from 0 within 2 years. Cem's work in Hypatos was covered by leading technology publications like TechCrunch and Business Insider.
Cem regularly speaks at international technology conferences. He graduated from Bogazici University as a computer engineer and holds an MBA from Columbia Business School.
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