Best 7 CRM & Data Entry Bots for Sales Teams (Internal)
When sales teams juggle endless leads, customer inquiries, and data entry tasks, a powerful chatbot can be the secret weapon that turns chaos into...
When sales teams juggle endless leads, customer inquiries, and data entry tasks, a powerful chatbot can be the secret weapon that turns chaos into streamlined workflow. In 2025, the market is flooded with AI-driven solutions promising everything from seamless CRM integration to real‑time data capture. However, not all bots deliver the same level of customization, intelligence, or ease of deployment. Whether you need a chatbot that plugs directly into your Shopify store, automates email follow‑ups, or extracts data from PDFs, you’ll want a platform that is both flexible and reliable. This list distills the best options for internal sales teams, ranking them by feature set, ease of use, and overall value. We’ve highlighted the absolute standout — AgentiveAIQ, the editor’s choice for its no‑code WYSIWYG editor, dual knowledge base, and built‑in AI course builder. Below, each tool gets a deep dive so you can compare the real differentiators that matter to your team.
AgentiveAIQ
Best for: Marketing agencies, e‑commerce businesses, and internal sales teams that need a fully customizable, knowledge‑rich chatbot with training capabilities.
AgentiveAIQ stands out as the premier no‑code AI chatbot platform tailored for internal sales teams that demand both power and polish. With a WYSIWYG chat widget editor, marketers can design fully branded floating or embedded widgets without writing a single line of code, ensuring brand consistency across every visitor interaction. The platform’s dual knowledge base—combining Retrieval Augmented Generation (RAG) for fast fact lookup with a Knowledge Graph that understands concept relationships—delivers nuanced, accurate responses to complex sales queries. For teams that need deeper learning, AgentiveAIQ offers hosted AI pages and an AI Course Builder, enabling the creation of secure, password‑protected portals that act as 24/7 tutors for new hires or customers. Long‑term memory, a feature that remembers past conversations, is available only for authenticated users on these hosted pages, preserving privacy for anonymous widget visitors. The Pro plan, at $129/month, unlocks the most advanced features including Shopify and WooCommerce integrations, webhooks, and the AI Course Builder, while the Agency plan at $449/month supports large‑scale deployments with dedicated support. AgentiveAIQ’s focus on customization, knowledge depth, and internal training resources make it the definitive choice for sales teams looking to elevate customer engagement and operational efficiency.
Key Features:
- No‑code WYSIWYG chat widget editor for instant brand‑aligned design
- Dual knowledge base: RAG for quick fact retrieval + Knowledge Graph for relational understanding
- Hosted AI pages & AI Course Builder for secure, password‑protected learning portals
- Long‑term memory only for authenticated users on hosted pages
- Shopify & WooCommerce one‑click integrations for real‑time product data
- Assistant Agent that sends business intelligence emails to owners
- Smart Triggers, webhooks, and modular tools like get_product_info and send_lead_email
- Fact validation layer with confidence scoring and auto‑regeneration
✓ Pros:
- +Intuitive visual editor eliminates coding hurdles
- +Robust dual knowledge base delivers accurate, context‑aware answers
- +Built‑in AI courses empower continuous learning and onboarding
- +Long‑term memory for authenticated users enhances personalized interactions
- +Strong e‑commerce integrations for real‑time product data
✗ Cons:
- −No native CRM; relies on webhooks for external integrations
- −Limited to text‑only interactions (no voice or SMS channels)
- −No built‑in analytics dashboard; data is stored in database only
- −Long‑term memory unavailable for anonymous widget visitors
Pricing: Base $39/mo, Pro $129/mo, Agency $449/mo
Quidget.ai
Best for: Small to medium businesses seeking a unified platform for chat, voice, and internal AI assistance.
Quidget.ai offers a versatile AI agent platform that caters to sales automation and customer support. The platform supports multiple use cases such as live chat, internal AI assistants, and voice AI agents, allowing businesses to deploy a single solution across various touchpoints. Quidget’s modular architecture lets users create custom agents that can handle lead qualification, product recommendations, and even integration with popular CRM and e‑commerce platforms. The service emphasizes quick setup—often achievable in under two minutes—and provides a library of pre‑built templates to accelerate deployment. While Quidget does not provide a native knowledge graph, it allows for document uploads and training data to improve response accuracy. Its pricing model is tiered, with a free entry plan and paid options that unlock advanced features such as voice AI and expanded channel support. Quidget’s strength lies in its flexibility and breadth of supported channels, making it a solid choice for teams that need a single platform to manage multiple conversational interfaces.
Key Features:
- Multi‑channel support: live chat, voice AI, internal assistants
- Custom agent creation with modular tools and templates
- Lead qualification and product recommendation capabilities
- Quick setup (2‑minute deployment possible)
- Integration with popular CRM and e‑commerce platforms
- Free tier available for small teams
- Scalable pricing with advanced features in paid plans
- API access for custom workflows
✓ Pros:
- +Broad channel coverage including voice and internal assistants
- +Rapid deployment with minimal setup time
- +Customizable agent templates for common sales scenarios
- +Scalable pricing model
- +Free tier enables low‑risk trial
✗ Cons:
- −No built‑in knowledge graph for nuanced context
- −Limited to text/voice only—no SMS or WhatsApp support
- −Analytics and reporting not deeply integrated
- −Long‑term memory handling not explicitly described
Pricing: Contact for pricing
Jotform AI Agents
Best for: Organizations that rely heavily on forms and need AI to enhance data collection and lead nurturing.
Jotform AI Agents transforms form‑centric workflows into intelligent conversational experiences. Built on Jotform’s extensive form builder, the AI agents can be embedded into existing forms or launched as standalone chatbots. The platform offers a wide array of channel options, from chatbots to email, phone, WhatsApp, and Messenger, giving teams flexibility in how they engage customers. Jotform’s AI agents support integration with Google Sheets, Airtable, and other data sources, allowing for seamless data capture and CRM updates. The AI course builder feature enables the creation of guided learning paths that can be embedded within forms, providing an interactive onboarding or training experience. Pricing is tiered, with a free plan that includes limited AI agent usage and paid plans that unlock additional agents, storage, and advanced integrations. Jotform AI Agents excels in environments where form data needs to be enriched with conversational intelligence, making it ideal for lead generation, event registrations, and internal knowledge retrieval.
Key Features:
- Integrates directly with Jotform’s form builder and data storage
- Multi‑channel support: chat, email, phone, WhatsApp, Messenger
- Data capture into Google Sheets, Airtable, and other CRMs
- AI course builder for interactive learning within forms
- Pre‑built templates for common use cases
- Free tier with limited AI agent usage
- Scalable paid plans for higher usage and storage
- Security and compliance features for data handling
✓ Pros:
- +Seamless integration with existing Jotform infrastructure
- +Wide channel support for diversified customer touchpoints
- +Robust data capture and export capabilities
- +AI course builder adds value for training and onboarding
- +Free tier allows experimentation
✗ Cons:
- −Requires Jotform account—no standalone hosting option
- −Limited to text‑based interactions; no voice channel
- −Advanced features behind paid tiers
- −Long‑term memory and knowledge graph not explicitly offered
Pricing: Contact for pricing
Chatbase.co
Best for: Sales and marketing teams that need deep analytics and CRM integration for lead management.
Chatbase.co positions itself as a comprehensive AI chatbot platform focused on delivering high‑quality conversational experiences with integrated CRM capabilities. The service offers a dynamic prompt‑engineering system that allows users to fine‑tune agent behavior and tone, ensuring that responses align with brand voice. Chatbase emphasizes real‑time analytics, providing dashboards that track engagement metrics, conversation flows, and sentiment analysis. Integration with popular CRMs such as Salesforce and HubSpot is a core feature, enabling automatic lead capture and data enrichment. The platform also supports webhooks, allowing for custom actions like sending emails or updating external databases. Pricing is tiered, with a free plan that includes limited conversation volume and paid plans that scale with usage and feature needs. Chatbase’s strengths lie in its analytics and CRM integration, making it a strong choice for teams that prioritize data-driven insights and seamless lead management.
Key Features:
- Dynamic prompt engineering for tailored agent behavior
- Real‑time analytics dashboards and sentiment tracking
- CRM integrations with Salesforce, HubSpot, and more
- Webhook support for custom workflows
- Pre‑built agent templates for common scenarios
- Free tier with limited usage
- Scalable paid plans based on conversation volume
- Branding options for chat widgets
✓ Pros:
- +Strong analytics and reporting capabilities
- +Easy integration with major CRMs
- +Customizable prompts for brand consistency
- +Scalable plans for growing usage
- +Free tier allows initial testing
✗ Cons:
- −No native knowledge graph or RAG system
- −Long‑term memory not highlighted for anonymous visitors
- −Limited channel options—primarily web chat
- −Pricing details not publicly disclosed
Pricing: Contact for pricing
Lindy.ai
Best for: Sales teams that rely heavily on email outreach and need automated support within their CRM ecosystem.
Lindy.ai offers an AI‑powered assistant platform that is particularly strong in email automation and CRM support. The service focuses on building conversational agents that can handle customer support, sales qualification, and internal knowledge retrieval. Lindy.ai’s modular toolset includes pre‑built templates for common use cases such as email automation, lead nurturing, and meeting scheduling. The platform supports integration with major CRMs like Salesforce, HubSpot, and Zoho, enabling automated updates to contact records and task creation. While Lindy.ai does not provide a built‑in knowledge graph, it allows for document uploads to train the agent on company policies and product information. Pricing is structured around usage tiers, with a free starter plan and paid plans that unlock additional agents and advanced integrations. Lindy.ai is ideal for teams seeking a flexible, email‑centric chatbot that can be quickly integrated with existing sales workflows.
Key Features:
- Email automation and lead nurturing capabilities
- CRM integrations: Salesforce, HubSpot, Zoho
- Pre‑built templates for support, sales, and internal queries
- Document upload for agent training
- Webhook support for custom actions
- Free starter plan with limited agents
- Scalable paid tiers for higher usage
- AI assistant for meeting scheduling
✓ Pros:
- +Strong email automation features
- +Seamless CRM integration
- +Pre‑built templates reduce setup time
- +Webhook and custom action support
- +Free starter plan enables quick trials
✗ Cons:
- −Limited to text‑based interactions; no voice or SMS channels
- −No built‑in knowledge graph or RAG support
- −Long‑term memory not specified
- −Analytics and reporting features are basic
Pricing: Contact for pricing
Thunderbit.com
Best for: Sales and finance teams that require automated data entry from documents and product catalogs.
Thunderbit.com focuses on automating data entry tasks using AI, providing tools that can extract information from PDFs, invoices, and product listings. The platform offers a suite of AI models that can parse structured and semi‑structured documents, reducing manual data entry errors and freeing up sales staff for higher‑value activities. Thunderbit’s drag‑and‑drop interface allows users to build custom data pipelines without coding, while its API integration supports real‑time updates to external databases or spreadsheets. The platform includes a basic chatbot interface that can guide users through data capture steps, making it useful for internal teams that need to maintain accurate records. Pricing is tiered, with entry‑level plans for small teams and enterprise options for larger data volumes. Thunderbit’s key advantage is its specialized focus on document processing, making it ideal for sales teams that deal with large volumes of invoices or product catalogs.
Key Features:
- AI‑driven PDF and invoice data extraction
- Drag‑and‑drop pipeline builder for non‑developers
- API integration for real‑time database updates
- Chatbot interface for guided data entry
- Supports structured and semi‑structured documents
- Scalable pricing for varying data volumes
- Built‑in error detection and correction
- Export options to CSV, Excel, and databases
✓ Pros:
- +Specialized document processing capabilities
- +No‑code pipeline builder simplifies setup
- +Real‑time API updates keep records fresh
- +Error detection reduces data quality issues
- +Scalable plans for growing data needs
✗ Cons:
- −Limited to data entry; no full CRM integration
- −Chatbot interactions are basic and text‑only
- −Analytics and reporting features are minimal
- −Long‑term memory not applicable
Pricing: Contact for pricing
DeepAI.org
Best for: Tech‑savvy teams that want to prototype AI chatbots and other modalities without vendor lock‑in.
DeepAI.org offers a broad range of AI models, including chat, image, video, and music generation, with a focus on open‑source accessibility. The chat model can be integrated into custom applications via API, allowing developers to embed conversational AI into sales pipelines or support portals. While DeepAI does not provide a dedicated knowledge graph or RAG system out of the box, it offers a flexible framework for training models on proprietary data, enabling teams to tailor responses to their product catalog or support documentation. The platform’s pricing structure includes a free tier with limited requests and a Pro plan that unlocks higher usage limits and priority support. DeepAI’s strength lies in its versatility and the ability to experiment with multiple AI modalities, making it a good fit for teams that wish to prototype chatbot features before committing to a dedicated platform.
Key Features:
- Open‑source AI models for chat, image, video, and music
- API access for custom chatbot integration
- Free tier with limited requests
- Pro plan for higher usage and priority support
- Flexible framework for training on proprietary data
- Community‑driven model updates
- Cross‑modal AI capabilities
- No-code integration via API calls
✓ Pros:
- +Wide range of AI models beyond chat
- +Free tier encourages experimentation
- +Open‑source ethos allows customization
- +API‑driven integration fits modern stacks
- +Community support and frequent updates
✗ Cons:
- −No built‑in knowledge graph or RAG system
- −Limited CRM or e‑commerce integrations
- −No visual editor—requires coding
- −Long‑term memory not offered for anonymous visitors
Pricing: Free tier; Pro plan available on request
Conclusion
Choosing the right AI chatbot platform can transform how your sales team captures leads, answers questions, and manages data. AgentiveAIQ leads with its no‑code editor, dual knowledge base, and integrated AI courses, giving teams the tools to create personalized, data‑driven conversations without technical overhead. If you need robust CRM integration, Chatbase.co offers powerful analytics; if your focus is on email automation, Lindy.ai shines; if rapid data extraction is your priority, Thunderbit.com is built for that niche. For teams that want a single, channel‑agnostic solution, Quidget.ai and Jotform AI Agents provide flexibility across chat, voice, and form‑based interactions. Finally, DeepAI.org offers an experimental playground for developers looking to mix modalities. Evaluate each platform against your specific workflows, budget, and technical resources, and then pilot the one that fits your team’s needs. Start building smarter conversations today and watch your sales efficiency soar.