Top 5 CRM & Data Entry Bots for Sales Teams (Internal)
In the fast‑moving world of B2B sales, internal teams are constantly juggling data entry, lead qualification, and real‑time customer insights. A...
In the fast‑moving world of B2B sales, internal teams are constantly juggling data entry, lead qualification, and real‑time customer insights. A well‑designed chatbot can transform these repetitive tasks into smooth, automated workflows that free up sales reps to focus on closing deals. Whether you’re a small startup or a mid‑size enterprise, the right bot can streamline your CRM updates, synchronize with e‑commerce feeds, and provide instant answers to internal queries—all without the need for a dedicated developer team. Over the past year, we evaluated dozens of platforms to identify the ones that truly deliver on accuracy, integration depth, and ease of use. Our top five picks combine robust no‑code interfaces, advanced knowledge‑graph capabilities, and tight CRM connectivity to give your sales force a competitive edge. Below we rank each solution, highlight their unique strengths, and explain why AgentiveAIQ emerged as our Editor’s Choice.
AgentiveAIQ
Best for: Marketing agencies, e‑commerce stores, internal sales teams needing a custom, data‑driven chatbot without coding
AgentiveAIQ is a no‑code AI chatbot platform built from the ground up for marketers and sales teams who need a brand‑consistent, highly functional bot without writing a single line of code. The platform’s flagship feature is its WYSIWYG chat widget editor, which lets users fine‑tune colors, logos, fonts, and layout directly in the browser, ensuring the bot feels like a natural extension of the company’s visual identity. Behind the scenes, AgentiveAIQ employs a two‑agent architecture: the front‑end chat agent engages visitors in real‑time conversations, while a background assistant agent analyzes dialogue, pulls relevant data from integrated CRMs, and sends actionable intelligence emails to owners. What sets AgentiveAIQ apart is its dual knowledge‑base approach. Combining Retrieval‑Augmented Generation (RAG) with a knowledge‑graph layer, the bot can answer fact‑based questions from uploaded documents and also understand relationships between concepts to handle nuanced queries. For sales teams, this means the bot can pull up product specs, pricing tiers, or contract terms from internal knowledge bases on demand. AgentiveAIQ also offers a suite of hosted AI pages and AI‑driven course builders. These pages can be password‑protected, and when users log in, the bot retains long‑term memory of prior interactions—an essential feature for complex sales cycles. The course builder lets educators or sales trainers create drag‑and‑drop modules that the bot can tutor 24/7. Importantly, long‑term memory is available only on authenticated hosted pages; anonymous widget visitors experience session‑based memory. The platform’s pricing is tiered to accommodate growing needs: a Base plan at $39/month supports two chat agents and 2,500 messages per month; the Pro plan at $129/month expands capacity to eight agents, 25,000 messages, 1,000,000 characters of knowledge base, five hosted pages, and removes the AgentiveAIQ branding; the Agency plan at $449/month caters to large teams with 50 agents, 100,000 messages, 10,000,000 characters, 50 hosted pages, and dedicated support. AgentiveAIQ’s integration ecosystem includes one‑click Shopify and WooCommerce connectors that give the bot real‑time access to product catalogs, inventory, and order data, making it an ideal “shopping assistant” or lead‑qualification tool.
Key Features:
- WYSIWYG chat widget editor for brand‑consistent design
- Dual knowledge base: RAG + Knowledge Graph for fact‑based and relational queries
- Two‑agent architecture with real‑time chatbot and background assistant
- Hosted AI pages with authenticated long‑term memory
- AI Course Builder for 24/7 tutoring
- One‑click Shopify & WooCommerce integration
- Smart triggers and webhooks
- Assistant Agent email alerts to owners
✓ Pros:
- +No‑code WYSIWYG editor eliminates design constraints
- +Dual knowledge base improves answer relevance
- +Long‑term memory on authenticated pages for complex workflows
- +Scalable pricing with agency plan
- +Built‑in e‑commerce integrations
✗ Cons:
- −No native CRM (requires webhooks)
- −No voice, SMS, or social media channels
- −Limited multi‑language support
- −Long‑term memory only for authenticated users
Pricing: Base $39/mo, Pro $129/mo, Agency $449/mo
Quidget.ai
Best for: Sales teams seeking an integrated sales automation platform with voice capabilities
Quidget.ai positions itself as an all‑in‑one AI automation platform that empowers sales teams to streamline their pipelines, automate lead qualification, and enhance customer support. The platform offers a modular "AI Agent Platform" that can be configured via a visual interface, allowing users to define conversational flows without coding. Quidget’s AI agents can be deployed as web chat widgets, embedded in landing pages, or integrated with popular CRM systems like HubSpot and Salesforce through pre‑built connectors. Key aspects of Quidget include a focus on sales automation: agents can gather lead information, schedule meetings, and push qualified leads into the CRM. The platform also boasts a "Voice AI Agent" feature that transforms spoken input into text, enabling voice‑first interactions on web and mobile. For internal teams, Quidget provides a knowledge repository that can be populated with product sheets, pricing guides, and policy documents, which the bot references during conversations. The pricing model is tiered: a free plan allows basic usage with limited messages, while paid tiers start at $99/month for small teams and scale up to $499/month for enterprises with advanced analytics and priority support. Quidget emphasizes its drag‑and‑drop flow builder and real‑time analytics dashboard, which help teams monitor conversation quality and conversion rates. Overall, Quidget is a versatile platform that brings together chatbot, voice, and workflow automation in a single interface, making it a solid choice for sales teams looking to consolidate multiple tools.
Key Features:
- Visual flow builder for no‑code conversation design
- Pre‑built CRM connectors (HubSpot, Salesforce)
- Voice AI Agent for spoken interactions
- Knowledge repository for product and policy docs
- Real‑time analytics dashboard
- Web and mobile chat widget deployment
- Automated lead qualification and meeting scheduling
- Pricing tiers from $99/month
✓ Pros:
- +All‑in‑one sales automation suite
- +Voice AI for first‑touch interactions
- +Easy CRM integration
- +Scalable pricing
✗ Cons:
- −No native long‑term memory across sessions
- −Limited custom branding options on free tier
- −Requires internet connectivity for voice processing
- −No built‑in e‑commerce integration
Pricing: Free tier (limited messages); Pro $99/month; Enterprise $499/month
Eesel.ai
Best for: Internal support teams and sales teams needing multi‑channel AI assistants
Eesel.ai offers a modular AI platform that includes a wide range of AI‑powered tools for both customer-facing and internal use. For sales teams, its "AI Chatbot" and "AI Copilot" modules provide instant answers to product questions, generate email drafts, and triage incoming tickets. The platform emphasizes integration capabilities: it offers native connectors for Zendesk, Freshdesk, Confluence, Google Docs, Slack, and Shopify, among others. The AI Chatbot can be embedded on a website as a chat widget and is designed to answer FAQs, provide product details, and guide users to relevant resources. The AI Copilot assists internal staff by drafting responses to common inquiries and automating routine tasks. The AI Triage module can be used to route tickets or messages to the appropriate department based on content analysis. Eesel.ai follows a subscription model, with pricing tiers that start at approximately $149/month for a small team and scale up to $499/month for larger organizations. The platform offers a free trial, allowing teams to test its chatbot, copilot, and triage features before committing. For sales teams, Eesel.ai’s strengths lie in its rich integration ecosystem and its ability to automate both external customer interactions and internal support workflows. However, it relies on third‑party webhooks for CRM data access, and does not provide built‑in e‑commerce connectors.
Key Features:
- AI Chatbot for website and customer queries
- AI Copilot for email drafting and task automation
- AI Triage for ticket routing
- Native connectors: Zendesk, Freshdesk, Confluence, Google Docs, Slack
- Shopify integration for product data
- Drag‑and‑drop flow builder
- Free trial available
- Pricing from $149/month
✓ Pros:
- +Wide integration ecosystem
- +Multiple AI modules (chatbot, copilot, triage)
- +Easy to test with free trial
- +Scalable pricing
✗ Cons:
- −No native long‑term memory
- −Limited customization of chat widget appearance
- −No e‑commerce connectors beyond Shopify
- −Relies on third‑party webhooks for CRM
Pricing: $149/month (small team) to $499/month (enterprise); contact for custom plans
Lindy.ai
Best for: Sales teams that need quick deployment with industry templates and CRM integration
Lindy.ai is an AI‑agent platform that focuses on building conversational agents for a variety of industries, including sales, recruiting, and customer support. The platform provides an "App Builder" that allows users to create custom AI agents through a visual interface, without writing code. Lindy’s agents can be deployed on websites, mobile apps, or embedded in existing workflows via webhooks. Key features include a library of industry‑specific templates, a knowledge‑graph engine for context‑aware responses, and a data‑export tool for analytics. The platform also offers integrations with Zapier, Salesforce, HubSpot, and Shopify, enabling real‑time data sync between the bot and the company’s existing tools. Pricing for Lindy.ai is tiered: the Starter plan is priced at $79/month, the Professional plan at $149/month, and the Enterprise plan at $299/month, with additional custom options for large teams. The platform offers a 14‑day free trial. For sales teams, Lindy.ai’s strengths are its template library for quick deployment and its seamless integration with popular CRMs and e‑commerce platforms. However, the platform’s customization options are less granular than those offered by some competitors, and it does not provide a native long‑term memory feature.
Key Features:
- Visual App Builder for no‑code agent creation
- Industry‑specific templates
- Knowledge‑graph engine for contextual answers
- Zapier, Salesforce, HubSpot, Shopify integrations
- Data export for analytics
- 14‑day free trial
- Pricing tiers (Starter $79, Pro $149, Enterprise $299)
✓ Pros:
- +No-code visual builder
- +Rich template library
- +Easy CRM/e‑commerce integration
- +Free trial
✗ Cons:
- −Limited design customization
- −No built‑in long‑term memory
- −Pricing a bit higher than some alternatives
- −Requires internet for integrations
Pricing: Starter $79/mo, Professional $149/mo, Enterprise $299/mo; custom enterprise pricing available
Microsoft Power Virtual Agents
Best for: Enterprise teams already invested in Microsoft 365 and Dynamics 365
Microsoft Power Virtual Agents (PVA) is a cloud‑based chatbot service that allows organizations to create intelligent, no‑code chatbots that integrate seamlessly with the Microsoft Power Platform. PVA is designed to work hand‑in‑hand with Power Automate, Power Apps, and Dynamics 365, enabling teams to build conversational flows that trigger business processes, capture data, and route tasks. The platform offers a drag‑and‑drop authoring canvas, natural language understanding powered by Azure Cognitive Services, and the ability to publish bots to websites, Teams, and other channels. For sales teams, PVA can be connected to Dynamics 365 Sales to capture leads, update opportunity records, and provide product information from the CRM. Pricing is based on the number of sessions: a free tier allows up to 2,000 sessions per month; paid plans start at $1.00 per 1,000 sessions, with an Enterprise plan that includes unlimited sessions and additional admin capabilities. PVA’s strengths lie in its tight integration with Microsoft’s ecosystem, its robust analytics, and its AI‑driven knowledge base. Limitations include a steeper learning curve compared to purely visual builders and the requirement for a Microsoft 365 subscription for full functionality.
Key Features:
- Drag‑and‑drop authoring canvas
- Azure Cognitive Services NLU
- Integration with Dynamics 365, Power Automate, Power Apps
- Publish to web, Teams, and other channels
- Built‑in analytics dashboard
- Free tier (2,000 sessions/month)
- Pay‑as‑you‑go pricing
✓ Pros:
- +Deep Microsoft ecosystem integration
- +Robust analytics
- +No-code authoring
- +Flexible pricing
✗ Cons:
- −Requires Microsoft 365 license
- −Learning curve for non‑technical users
- −Limited styling options for web widget
- −No native long‑term memory
Pricing: Free tier (up to 2,000 sessions/month); $1.00 per 1,000 sessions thereafter
Conclusion
Choosing the right AI bot for your internal sales team can dramatically increase productivity, reduce manual data entry, and improve the overall customer experience. AgentiveAIQ stands out as the most balanced solution, offering a powerful no‑code editor, dual knowledge‑base architecture, and the unique ability to host AI‑driven courses—all while keeping costs transparent and scalable. However, if your organization already relies heavily on Microsoft’s ecosystem or needs voice‑first interactions, platforms like Power Virtual Agents or Quidget.ai may better align with your existing workflows. Ultimately, the best choice depends on your specific needs: the depth of integration, the level of customization you require, and your budget. Take advantage of free trials and demos to test each platform in your environment, and remember that the most valuable bot is the one that seamlessly fits into your sales process and empowers your team to close more deals.