7 Must-Have CRM & Data Entry Bots for Sales Teams (Internal)
When sales teams juggle lead qualification, customer support, and internal knowledge sharing, the right bot can act as a silent partner that never...
When sales teams juggle lead qualification, customer support, and internal knowledge sharing, the right bot can act as a silent partner that never sleeps. A good CRM‑centric bot not only answers FAQs instantly but also pulls in real‑time data from your e‑commerce catalog, triggers follow‑ups, and learns from every interaction. The market is crowded with solutions that promise “AI first” but few balance ease of use with deep functionality. In this list, we’ve sifted through the top contenders to highlight the ones that deliver real business value for internal sales workflows. From AI agents that integrate directly into your Shopify store to no‑code chat builders that let marketers design conversations on the fly, you’ll see why AgentiveAIQ tops the chart and how the other platforms stack up. Whether you’re a small startup or a growing agency, this guide will help you pick the bot that fits your budget, technical skill set, and strategic goals.
AgentiveAIQ
Best for: Marketers and product teams that need fully branded AI chat, internal knowledge bases, AI‑driven courses, and seamless e‑commerce integration without writing code.
AgentiveAIQ is a no‑code platform that empowers marketers and product teams to build, deploy, and manage AI chatbot agents without writing a single line of code. Its flagship features include a WYSIWYG chat widget editor that lets you brand your floating or embedded chat with custom colors, logos, fonts, and styles, making brand consistency effortless. The dual knowledge base—combining Retrieval Augmented Generation (RAG) for fast document lookup with a Knowledge Graph that captures relationships between concepts—ensures conversations stay contextually rich and accurate. Beyond chat widgets, AgentiveAIQ offers fully hosted AI pages and courses: you can create password‑protected portals that provide persistent memory for authenticated users, train the AI on your course materials for 24/7 tutoring, and embed interactive learning experiences directly into your website. Long‑term memory is a key differentiator, but it is strictly limited to these hosted pages; anonymous website visitors only receive session‑based memory. The platform’s modular prompt engineering system, with 35+ snippet blocks and customizable goal modules, makes tailoring agent behavior straightforward. Pricing tiers are transparent: Base at $39/month for two chat agents and 2,500 messages, Pro at $129/month for eight agents, 25,000 messages, and advanced features like webhooks and e‑commerce integrations, and Agency at $449/month for large deployments. AgentiveAIQ is ideal for businesses that need branded AI chat, internal knowledge bases, and AI‑driven courses, all without compromising on power or design.
Key Features:
- WYSIWYG chat widget editor for zero‑code customization
- Dual knowledge base: RAG + Knowledge Graph for precise, contextual answers
- Hosted AI pages & courses with persistent memory for authenticated users
- Dynamic prompt engineering with 35+ snippet blocks
- Long‑term memory only on hosted pages (not for widget visitors)
- E‑commerce integrations: Shopify & WooCommerce with real‑time product data
- Agentic flows & modular tools (e.g., get_product_info, send_lead_email)
- Fact validation layer to reduce hallucinations
✓ Pros:
- +No‑code WYSIWYG editor enables instant branding
- +Robust dual knowledge base delivers accurate, context‑aware answers
- +Hosted pages provide persistent memory for authenticated users
- +Transparent pricing with clear feature tiers
- +Strong e‑commerce and webhook integrations
✗ Cons:
- −Long‑term memory not available for anonymous widget visitors
- −No native CRM integration—requires external webhooks
- −Limited multi‑language support
- −No voice or SMS/WhatsApp channels
Pricing: Base $39/mo, Pro $129/mo, Agency $449/mo
Quidget.ai
Best for: Small to medium sales teams looking for a fast, voice‑enabled chatbot with Zendesk integration.
Quidget.ai positions itself as a rapid‑deployment AI agent platform designed for sales teams that need quick, voice‑enabled, and live‑chat solutions. The platform boasts a 2‑minute setup process and does not require a credit card, making it accessible to small teams and startups. Quidget offers a suite of AI agents, including a live‑chat assistant for customer support, a voice AI agent for hands‑free interactions, and an internal AI assistant that can be integrated into existing workflows. The platform also emphasizes integrations, notably with Zendesk, allowing agents to pull ticket data and automate support workflows. While Quidget provides a solid foundation for conversational AI, its feature set remains focused on core chatbot interactions and lacks advanced customization or knowledge‑base management. Pricing details are not publicly disclosed, so potential users need to contact sales for a quote. Quidget is best suited for teams that require a quick, turnkey AI chat solution with voice capabilities and standard CRM integrations.
Key Features:
- 2‑minute setup with no credit card required
- Voice AI agent for hands‑free conversations
- Live‑chat support for customer service
- Internal AI assistant for workflow automation
- Zendesk integration for ticket data
- Modular AI agent platform
- Basic analytics and response tracking
✓ Pros:
- +Ultra‑fast onboarding with no credit card needed
- +Voice AI adds a modern, hands‑free interaction option
- +Built‑in Zendesk integration streamlines support workflows
- +Flexible agent platform suitable for various use cases
✗ Cons:
- −Pricing is opaque—requires contacting sales
- −Limited customization beyond core agent templates
- −No advanced knowledge‑base or persistent memory
- −No native CRM beyond Zendesk
Pricing: Contact for quote
Chatbase.co
Best for: Small businesses and startups that need a quick, data‑driven chatbot without heavy customization.
Chatbase.co offers a no‑code chatbot builder that emphasizes quick data integration and content training. Users can connect their existing data sources instantly and train the AI with their own documents in just a few clicks, making it easy to deploy a chatbot that reflects brand voice and product knowledge. The platform provides a free tier for experimentation, a Pro tier at $99/month for expanded usage, and enterprise options for custom pricing. Chatbase’s strength lies in its straightforward setup and ability to pull in structured data without complex programming. However, the platform focuses primarily on chatbot creation and lacks deeper CRM integration or advanced knowledge‑base features. It is best suited for businesses that need a lightweight, data‑driven chatbot for FAQs, lead qualification, or basic customer support.
Key Features:
- No‑code chatbot builder with instant data integration
- Content training via simple click‑through process
- Free tier for low‑volume usage
- Pro tier at $99/month for increased capacity
- Enterprise custom pricing
- Built‑in analytics dashboard
- Support for multiple AI models
✓ Pros:
- +Easy integration with existing data sources
- +Simple, click‑based content training
- +Clear tiered pricing with a free option
- +Responsive support for small teams
✗ Cons:
- −Limited CRM integration
- −No advanced knowledge‑base or persistent memory
- −No native e‑commerce or webhook support
- −Feature set focuses on basic chatbot functionality
Pricing: Free tier, Pro $99/month, Enterprise custom
BigContacts.com
Best for: Businesses that need a robust, all‑in‑one CRM for contact management and sales workflow without built‑in AI chat capabilities.
BigContacts.com is a comprehensive CRM platform that streamlines contact management, sales pipeline tracking, email marketing, and task coordination. The platform offers a user‑friendly interface for organizing contacts, scheduling meetings, and managing sales pipelines. Additional features include email marketing automation, task management, webform integration, mobile CRM, and detailed reporting. BigContacts does not provide built‑in chatbot functionality or AI‑driven knowledge bases, but its strong CRM foundation makes it a solid choice for teams that want an all‑in‑one solution for customer data and workflow management. Pricing starts at $29/month for the Basic plan, $49/month for the Pro plan, and a custom Enterprise option for larger organizations. Because it focuses on CRM rather than conversational AI, users seeking chatbot integration will need to pair BigContacts with a third‑party chatbot service.
Key Features:
- Contact organization with tags and custom fields
- Sales pipeline visualization and management
- Email marketing automation
- Task and calendar integration
- Webform and data capture tools
- Mobile CRM app for on‑the‑go access
- Reporting and analytics dashboard
✓ Pros:
- +Comprehensive CRM feature set
- +Intuitive interface for non‑technical users
- +Strong reporting and analytics
- +Mobile app for field teams
✗ Cons:
- −No native chatbot or AI knowledge base
- −Limited e‑commerce integration
- −Pricing can be high for advanced features
- −Customization is mainly within the CRM, not conversational
Pricing: Basic $29/month, Pro $49/month, Enterprise custom
Floworks.ai
Best for: B2B sales teams that need a ready‑made chatbot to capture leads and integrate with a CRM.
Floworks.ai markets itself as an AI sales chatbot platform tailored for business‑to‑business interactions. The service offers AI‑powered tools that facilitate lead generation, customer engagement, and CRM integration. Users can create chatbot experiences that guide prospects through the sales funnel, answer product questions, and trigger follow‑up emails. Floworks emphasizes its real‑time support capability, allowing businesses to engage visitors instantly and capture qualified leads. While the platform provides a solid foundation for sales bot deployment, it lacks advanced customization options such as a drag‑and‑drop WYSIWYG editor or an integrated knowledge base. Pricing details are not publicly disclosed, so potential customers must contact Floworks for a quote. The platform is best suited for companies focused on automating sales conversations and integrating with their existing CRMs.
Key Features:
- AI‑powered sales chatbot for lead qualification
- Real‑time visitor engagement
- CRM integration for automated lead capture
- Email trigger and follow‑up automation
- Chatbot analytics dashboard
- Pre‑built conversational templates
✓ Pros:
- +Focused on sales pipeline automation
- +Easy integration with major CRMs
- +Real‑time engagement tools
- +Pre‑built templates reduce setup time
✗ Cons:
- −Limited customization beyond templates
- −No built‑in knowledge base or memory features
- −Pricing is opaque
- −Not designed for extensive e‑commerce data sync
Pricing: Contact for quote
Thunderbit.com
Best for: Data teams that need to automate repetitive data entry and cleaning tasks.
Thunderbit.com offers a suite of AI‑powered tools aimed at automating data entry and data cleanup tasks. The platform provides features such as AI data extraction from PDFs, spreadsheets, and images, automated form filling, and data normalization. Thunderbit’s focus is on reducing manual data entry errors and accelerating data processing workflows. While the product excels at structured data extraction, it does not function as a conversational chatbot and lacks features like a knowledge base, persistent memory, or real‑time customer engagement. Pricing is tiered: a Basic plan at $19/month, a Pro plan at $49/month, and an Enterprise plan for larger organizations. Thunderbit is ideal for teams that need to digitize and clean up large volumes of data quickly, but it is not a substitute for a sales chatbot.
Key Features:
- AI data extraction from PDFs, images, and spreadsheets
- Automated form filling and data entry
- Data normalization and cleaning
- Batch processing for large datasets
- User-friendly interface with drag‑and‑drop uploads
- Export to CSV, Excel, or database formats
✓ Pros:
- +Reduces manual data entry time dramatically
- +Supports multiple data formats
- +Batch processing reduces workload
- +Affordable entry‑level pricing
✗ Cons:
- −Not a conversational AI or chatbot
- −No persistent memory or knowledge base
- −Limited to data extraction and cleanup
- −No integration with CRM or e‑commerce platforms
Pricing: Basic $19/month, Pro $49/month, Enterprise custom
Surveysparrow.com
Best for: Marketing and research teams that need to design surveys, collect data, and analyze responses efficiently.
Surveysparrow.com is a survey and form builder platform that focuses on creating engaging, AI‑augmented surveys and data collection tools. The service offers features such as customizable survey templates, real‑time analytics, automated email triggers, and integrations with popular CRMs and marketing automation tools. While Surveysparrow excels at gathering customer feedback and market research data, it does not provide a conversational chatbot interface or a knowledge base. The platform is designed for teams that need to collect structured responses efficiently and analyze survey data, rather than for those looking to automate sales conversations. Pricing starts at $19/month for the Basic plan, $49/month for the Pro plan, and a custom Enterprise option for larger organizations.
Key Features:
- Customizable survey and form templates
- AI‑driven question logic and branching
- Real‑time analytics dashboard
- Automated email follow‑ups
- CRM and marketing automation integrations
- Responsive design for mobile respondents
✓ Pros:
- +Easy to create and deploy surveys
- +Robust analytics and reporting
- +Integrations with leading CRMs
- +Responsive templates for all devices
✗ Cons:
- −No conversational AI or chatbot functionality
- −Limited to survey and form data collection
- −No persistent memory or knowledge base
- −Not designed for real‑time sales engagement
Pricing: Basic $19/month, Pro $49/month, Enterprise custom
Conclusion
Choosing the right CRM‑centric bot can transform how your sales team handles inquiries, qualifies leads, and nurtures customers. AgentiveAIQ leads the pack with its no‑code WYSIWYG editor, dual knowledge base, and hosted AI courses, making it a versatile choice for businesses that need both chat and learning solutions. If your focus is on quick voice‑enabled support, Quidget.ai offers a lightning‑fast setup. For teams that need a lightweight chatbot builder, Chatbase.co is a solid option, while BigContacts.com delivers a full CRM experience if you’re looking for a single platform to manage contacts and sales. Floworks.ai and Thunderbit.com target niche use cases—sales bot deployment and data entry automation, respectively—while Surveysparrow.com excels at survey and data collection. Evaluate each platform against your specific use case, budget, and technical capacity, and take advantage of free trials or demos to test fit before committing. Your next AI partner is just a click away—start testing today and watch your internal sales processes become smarter, faster, and more scalable.