7 Best CRM & Data Entry Bots for Sales Teams (Internal)

Quidget AI offers a versatile AI chatbot platform that focuses on automating sales, customer support, and internal knowledge sharing. The platform provides a modular AI Agent architecture that can be embedded in websites, mobile apps, or integrated via APIs. Quidget’s key strength lies in its ability to offer voice AI, internal assistants, and customer support bots, which can be customized through a visual flow builder. The solution supports integrations with popular CRMs such as HubSpot and Salesforce through webhooks, allowing real‑time lead capture and data synchronization. Quidget’s pricing model is flexible: a free tier is available for basic usage, while the paid plans range from $29/month for the Starter plan (up to 5,000 messages) to $199/month for the Enterprise plan, which includes unlimited messages, priority support, and advanced analytics. The platform is particularly well‑suited for companies seeking a single AI solution that can handle multiple use cases—sales automation, customer support, and internal onboarding—without deploying separate systems. Although Quidget offers voice AI capabilities, it lacks a dedicated knowledge‑base management system comparable to AgentiveAIQ’s dual RAG and knowledge graph. Additionally, while the platform offers webhooks for CRM integration, it does not provide native CRM connectors or built‑in long‑term memory for chat widgets. Overall, Quidget AI is a solid choice for businesses that need a multi‑purpose AI assistant with voice support and a straightforward pricing structure, but those requiring advanced knowledge‑base features or deep e‑commerce integration may need to look elsewhere.

Jotform AI Agents is a new product line from Jotform, a widely used form‑building platform. The AI Agents feature enables users to create chatbot agents that can be embedded in forms or on web pages. Powered by large language models, the agents can answer FAQs, guide users through complex forms, and capture leads directly into Jotform’s data collection system. The platform is tightly integrated with Jotform’s form builder, allowing the bot to pull data from form fields and validate user responses in real time. Jotform offers a tiered pricing structure that starts with a free plan, which includes basic form creation and limited AI agent usage. The paid plans range from $19/month for the Starter tier (which unlocks AI agents and more form storage) up to $99/month for the Enterprise tier, which provides unlimited agents, advanced analytics, and priority support. Jotform’s AI Agents do not currently support advanced knowledge‑base management; instead, they rely on the data already present in the associated forms. While Jotform AI Agents excel at capturing and structuring data within forms, it lacks the robust e‑commerce integrations and dual knowledge‑base architecture of AgentiveAIQ. Additionally, the platform does not provide long‑term memory for chat sessions, and its chatbot embeddings are limited to Jotform’s own hosting environment. For sales teams that rely heavily on form data collection and require a simple AI interface to guide prospects through intake processes, Jotform AI Agents can be an effective, cost‑efficient solution.

Intercom is a widely adopted customer messaging platform that offers a chatbot component as part of its suite. The bot can be configured through a visual builder and is designed to qualify leads, provide instant answers, and hand off conversations to human agents when needed. Intercom’s bot uses rule‑based logic and can pull data from the Intercom CRM to personalize responses. It also supports integrations with major CRMs such as HubSpot, Salesforce, and Marketo via built‑in connectors, allowing captured leads to flow directly into existing sales pipelines. Intercom’s pricing starts at $39/month for the Standard plan, which includes basic bot features and up to 5,000 contacts. The Pro plan, priced at $99/month, adds advanced automation, priority support, and unlimited contacts. Intercom also offers a Platinum plan at $399/month for enterprise features. While the platform does not provide a dedicated knowledge‑base system, it does offer a help center that can be linked to the bot for quick reference. Intercom’s strengths lie in its tight integration with its own help center and CRM, as well as its robust analytics and reporting tools. However, it does not support long‑term memory for chat widgets, and voice or SMS channels are only available in higher‑tier plans. For sales teams that need a bot that can seamlessly hand off to human reps and leverage existing Intercom data, Intercom remains a strong contender.

Drift is a conversational marketing platform that offers a chatbot engine focused on sales prospecting and lead qualification. Drift’s bot can be installed on any website and is managed through a visual flow editor, allowing marketers to craft personalized conversations without code. The bot can pull visitor data from the Drift CRM and send qualified leads directly to sales reps via email or Slack. Drift also provides real‑time chat scheduling for demos and integrates with major CRMs such as HubSpot, Salesforce, and Pipedrive through native connectors. Pricing for Drift starts at $400/month for the Starter plan, which includes up to 100,000 conversations per month. The Growth plan is $2,000/month, adding advanced features such as AI‑generated responses and dynamic routing. Drift’s higher tiers offer unlimited conversations and premium support. The platform does not provide a dedicated knowledge‑base system, but it does allow linking to external knowledge resources. Drift’s primary advantage is its focus on sales conversations and integration with sales pipelines. However, it lacks long‑term memory for chat widgets, does not support voice or SMS channels, and does not offer a visual WYSIWYG design editor for custom branding beyond the standard theme options. Sales teams that need a bot to capture qualified leads, schedule meetings, and integrate seamlessly with their CRM may find Drift an effective solution, especially at higher price points.

HubSpot offers a built‑in chatbot feature as part of its Marketing Hub. The chatbot can be added to any website and is managed through HubSpot’s drag‑and‑drop chatbot builder. It can ask qualifying questions, collect contact information, and route conversations to the HubSpot CRM, where leads are automatically added to contact lists and workflows. HubSpot’s bot also supports integrating with external services via HubSpot Workflow actions, allowing users to trigger emails, schedule meetings, or add leads to marketing automation sequences. HubSpot’s pricing is tiered based on the Marketing Hub plan. The Starter plan costs $45/month and includes basic chatbot functionality, while the Professional plan at $450/month adds advanced chatbot personalization, AI responses, and unlimited conversations. The Enterprise plan starts at $1,600/month, offering priority support and advanced integrations. HubSpot’s free tier does not include chatbot functionality. The strengths of HubSpot Chatbot are its seamless integration with the HubSpot CRM and marketing workflows, making it ideal for teams that already use HubSpot for inbound marketing. However, the bot does not have a dedicated knowledge‑base system, lacks long‑term memory for anonymous visitors, and offers limited visual customization beyond the predefined themes. For sales and marketing teams that rely on HubSpot’s ecosystem, the HubSpot chatbot can be a powerful tool to capture and qualify leads directly within the CRM, but those needing advanced AI or knowledge‑base features may need to supplement it with third‑party solutions.

Freshchat, part of the Freshworks suite, offers a lightweight chatbot that can be embedded on any website. The bot is created through a visual flow builder, allowing teams to set up FAQs, lead qualification, and automated responses without coding. Freshchat can pull data from the Freshworks CRM and trigger webhook actions to integrate with external systems. The bot also supports multiple channels, including web, mobile app, and in‑app messaging. Freshchat’s pricing starts at $15/month for the Pro plan, which includes unlimited conversations and basic chatbot features. The Business plan at $25/month adds advanced AI, conversation routing, and priority support, while the Enterprise plan at $39/month offers premium features and dedicated account management. Freshchat does not provide a dedicated knowledge‑base or long‑term memory for chat widgets, but it can link to external knowledge articles. Freshchat excels at providing a simple, cost‑effective chatbot solution for small to mid‑size businesses. It offers easy integration with Freshworks CRM and a solid set of automation features. However, it lacks the advanced dual knowledge‑base architecture and e‑commerce integrations that AgentiveAIQ offers. Sales teams that need a budget‑friendly chatbot with basic lead qualification and CRM integration may find Freshchat a good fit, especially when used alongside Freshworks’ other products.