Agentic CRM platforms are customer relationship management tools that can plan, execute, and adjust workflows autonomously without constant human supervision.
Here are the main agentic CRM platforms, ranked by their actual capabilities, market presence, and real-world results.
How We Selected These Platforms
We focused on platforms that actually work in real businesses and have proven results. Our criteria included:
Technical Requirements:
- Can plan and execute tasks independently
- Connects with existing CRM, ERP, and business systems
- Manages multiple AI agents working together
- Allows customization for developers and business users
- Provides enterprise security and management controls
Top 8 Agentic CRM Platforms
1. Creatio
Source: Creatio
Creatio offers autonomous CRM features through its no-code platform. Businesses can create self-running workflows without needing technical expertise.
Core Capabilities:
- Create workflows using visual design tools
- Score leads and manage opportunities without human input
- Run customer journeys across multiple touchpoints
- Optimize processes in real-time based on performance data
- Connect with existing business applications
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 evolved its Einstein AI platform into Agentforce, enabling autonomous AI agents throughout its customer experience system. The platform uses Data Cloud for unified customer information and implements agents that can reason, learn, and act independently.
Core Capabilities:
- Score leads and manage opportunities autonomously
- Optimize campaigns without manual intervention
- Resolve customer service issues through intelligent agents
- Orchestrate workflows across systems via Data Cloud integration
- Make real-time decisions based on unified customer profiles
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 introduced AI Agents alongside Breeze Copilot to provide autonomous customer engagement and workflow management. The platform focuses on easy implementation while delivering autonomous capabilities.
Core Capabilities:
- Run lead nurturing sequences with adaptive messaging
- Generate content based on customer behavior
- Manage pipelines with predictive deal scoring
- Orchestrate campaigns across channels without manual oversight
- Personalize customer interactions in real-time
Pricing: AI Agents included in premium tiers; specific agentic features start at $50 monthly for two users
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
Microsoft’s Dynamics 365 includes Copilot capabilities throughout its CRM platform, enabling agentic workflows that integrate with the broader Microsoft ecosystem.
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
Pricing: Copilot capabilities integrated into Dynamics 365 subscriptions; custom enterprise pricing available
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
Zoho’s Zia AI offers agentic capabilities specifically designed for small to medium-sized businesses, providing automation without the complexity of enterprise solutions.
Core Capabilities:
- Provide predictive sales insights with autonomous opportunity scoring
- Create automated workflows based on business patterns
- Suggest 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 positions Freddy AI as an “uncomplicated” agentic solution that embeds intelligence throughout customer support and sales operations.
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 provides agentic CRM capabilities specifically designed for organizations heavily invested in Google Workspace, offering integration and collaborative workflows.
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 has evolved its visual sales pipeline with AI-powered insights and autonomous workflow capabilities designed specifically for sales team productivity.
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 combines email marketing automation with CRM agentic capabilities, focusing on customer experience throughout the entire lifecycle.
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
Which Platform Should You Choose?
Choose Salesforce Agentforce if:
- You need enterprise-scale capabilities
- You have a budget for premium pricing ($125-550/user)
- You require complex multi-agent workflows
Choose Creatio if:
- You want no-code customization power
- You need enterprise features at mid-market pricing
- You prefer transparent, predictable pricing
- You have $10K+ annual budget
Choose HubSpot Breeze if:
- You’re a growing business with scaling needs
- You want easy implementation and user adoption
- You value strong support and training resources
Choose Microsoft Dynamics 365 if:
- You heavily use the Microsoft ecosystem
- You need a unified platform integration
- You require enterprise-grade support
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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