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

HubSpot’s chatbot builder is part of its free CRM suite, offering a low‑friction way for sales teams to capture leads, answer FAQs, and route conversations to the right sales reps. The bot can be configured with simple drag‑and‑drop logic, integrated with HubSpot’s contact records, and automatically logs all interactions for later follow‑up. For teams already invested in HubSpot’s marketing automation, the chatbot extends the funnel to the first point of contact on a website. It also comes pre‑built with lead‑scoring templates and can trigger workflows that add contacts to sequences or inboxes. While the free tier covers most basic lead capture needs, the Starter plan ($45/month) unlocks additional conversation paths, custom branding, and advanced analytics. HubSpot’s chatbot is ideal for small to mid‑size sales teams that want a unified platform for marketing, sales, and customer service. It offers a single source of truth for all customer interactions, reducing data silos and enabling more efficient follow‑up. HubSpot’s strengths include its tight integration with the broader HubSpot ecosystem, robust contact management, and the ability to trigger marketing emails and sequences directly from chat interactions. However, the bot’s logic builder is limited to simple if‑then paths and does not support advanced AI reasoning or knowledge‑graph based retrieval. For teams that require complex product recommendations or dynamic content based on user data, HubSpot’s bot may feel restrictive.

Salesforce Einstein Bots are AI‑powered chat assistants that live inside the Salesforce ecosystem, providing sales teams with an automated way to qualify leads, answer product queries, and schedule meetings. Built on the Einstein AI platform, the bots can access real‑time data from Salesforce objects, ensuring that responses are always up‑to‑date with the latest account or opportunity information. The bot can be configured through a visual builder that lets users define conversation paths, data capture fields, and branching logic. Einstein Bots work seamlessly with Salesforce Service Cloud, Sales Cloud, and Marketing Cloud, allowing for a unified customer experience. When a bot identifies a qualified lead, it can automatically create an opportunity, assign a rep, or add a task to the rep’s queue. The platform also offers real‑time analytics and reporting, enabling teams to measure bot performance and adjust scripts accordingly. Pricing for Einstein Bots is not publicly listed; it is typically bundled with Salesforce’s enterprise editions and requires a contact with the Salesforce sales team. The complexity of the platform and the depth of integration with Salesforce’s data model make it a strong choice for organizations that already rely heavily on Salesforce for their sales operations.

Intercom offers a conversational platform that blends live chat, chatbots, and automation into one interface. Its AI chatbot can answer FAQs, qualify leads, and hand off conversations to human agents. Intercom’s bot builder includes a library of pre‑built templates, as well as the ability to create custom flows using a visual editor. The platform also integrates with popular CRMs like HubSpot, Salesforce, and Zoho, allowing data captured in chat to be synced automatically. Intercom provides robust segmentation and targeting features, letting teams send personalized messages based on user behavior, purchase history, or engagement level. The bot can trigger email campaigns, push notifications, and in‑app messages, creating a multi‑channel experience. For sales teams, Intercom’s integration with Calendly and other scheduling tools makes it easy to book meetings directly from chat. Pricing starts at $39/month for the Essentials plan, which includes chat, bots, and basic automation. The Standard plan at $99/month adds more advanced automation and API access, while the Premium plan at $199/month offers additional features like custom integrations and priority support.

Drift is a conversational marketing platform that focuses on real‑time chat, automated lead qualification, and meeting scheduling. Its chatbot can answer product questions, capture contact information, and qualify leads by asking tailored questions. Drift’s AI engine is built on top of its own natural language understanding model, allowing the bot to handle a range of conversational scenarios. The platform also offers a robust integration layer, connecting with CRMs such as Salesforce, HubSpot, and Marketo, ensuring that data captured in chat flows directly into the sales pipeline. Drift’s Strengths Drift excels at high‑volume B2B conversations, especially for teams that need to engage visitors immediately and move them into the sales cycle. The bot can route conversations to the right sales rep based on buyer intent signals, and it can schedule meetings or book demos directly. Drift’s analytics provide insights into conversation quality, conversion rates, and agent performance. Pricing starts at the Starter tier at $50/month, which includes basic chat and bot functionality, and scales up to the Enterprise tier for large teams and advanced features.

Zendesk Sunshine Chat is a lightweight chat solution that can be embedded on any website and connects directly to the Zendesk ecosystem, including tickets and the customer database. The platform offers a chatbot builder that can answer common questions, capture lead information, and automatically create Zendesk tickets. It also supports real‑time routing to live agents and can be customized with CSS and JavaScript for branding. The bot’s logic is built through a visual flow builder, making it accessible to non‑technical users. For sales teams, the ability to create tickets that feed into existing Zendesk workflows means that every interaction is tracked and can trigger follow‑up actions. Additionally, Sunshine Chat offers basic analytics and reporting tools. Pricing is free for basic chat; paid plans start at $14/month per agent for the chat add‑on.

Freshchat is a modern messaging platform that allows sales teams to engage visitors via chat, bots, and AI-powered automation. The platform’s chatbot can answer FAQs, qualify leads, and push users through a guided flow. Freshchat integrates with Freshsales and other CRMs like HubSpot, allowing capture of contact data and automatic creation of leads or opportunities. Freshchat offers a drag‑and‑drop bot builder, AI suggestions for responses, and a knowledge‑base integration that helps the bot pull in relevant articles. The platform also supports scheduling integrations, allowing sales reps to book meetings directly from the chat. Freshchat’s analytics provide insights into chat volume, response times, and conversion rates. The Starter plan at $15/month per user includes chat, bots, and basic automation, while paid plans add advanced AI and integration features.