Best AI tools for agency management and CRM

This is the system an agency runs the book on: the management system, the sales pipeline, analytics for retention and cross-sell, and the CRM or scheduler used to follow up and book the next review. Most of these vendors do not publish a price. The score is an editorial opinion about how central the product is to daily work, not a measured return.

Specific types in this list: Agency analytics, Agency CRM / sales automation, Agency management system, Agency technology platform, AMS add-on / AI, CRM / marketing automation, Scheduling.

Lines of business: P&C, Commercial, General

Tools

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