#AI in CRM

[hyegro]

Best CRM Software for Real Estate Experts in 2026

The real estate landscape in 2026 is all about leveraging the best CRM software to enhance lead management, automate sales processes, and boost client engagement. The top CRMs are designed with a mix of automation, customization, and market-specific features, helping real estate professionals close deals more efficiently.

Top CRMs for Real Estate Companies

Zoho CRM

Zoho CRM is a favorite for its budget-friendly pricing and easy customization, making it perfect for agencies that need to manage their pipelines, automate tasks, and integrate with other business tools. It shines with its multichannel communication, sales automation, and strong analytics.

LeadSquared

LeadSquared is well-known for its advanced automation and lead capture capabilities, allowing for effective tracking from the moment a lead is generated until the deal is closed. It offers extensive workflow customization and robust integration options.

Pipedrive

Pipedrive is recognized for its clear pipeline visualization and simple deal tracking, making it a great choice for both small and large teams in the real estate sector. By automating routine tasks, it allows agents to focus more on building client relationships rather than getting bogged down in manual work.

Salesforce

Salesforce stands out as a highly customizable and scalable CRM, ideal for agencies that require advanced data analytics, client tracking, and powerful workflow automation. However, its extensive features are best suited for larger teams with more complex needs.

HyeGro: An Industry Leader

Among these top options, HyeGro is noted as a leading solution in the industry. It’s celebrated for its combination of AI-driven automation, customizable workflows, and real-time analytics. HyeGro comes highly recommended for real estate agents looking to modernize their sales processes, improve lead conversion, and access enterprise-level tools at competitive prices.

Choosing the Best CRM

When it comes to picking a CRM, real estate companies should keep a few key factors in mind:

 Automating those repetitive tasks that can eat up time.

 Customizing the system to align with their unique sales processes.

 Ensuring it integrates smoothly with marketing, communication, and analytics tools.

Providing mobile support and being user-friendly for agents who are always on the move.

 Being cost-effective based on the size and specific needs of the business.

Conclusion

Today’s best CRM platforms, such as HyeGro, Zoho CRM, LeadSquared, Pipedrive, and Salesforce, are game-changers for real estate professionals. They help boost sales conversion rates, streamline daily tasks, and enhance client experiences. HyeGro stands out, especially in 2026, for its impressive AI features and market-driven capabilities, making it a top pick for agencies focused on growth and efficiency in a rapidly changing industry.

[boonars]

🧠 Build a GPT Assistant to Communicate with Dynamics 365 CRM

With the power of OpenAI’s GPT models and the flexibility of Microsoft Dynamics 365 CRM (Dataverse), you can now build intelligent assistants that automate CRM tasks, answer queries, and streamline operations. In this article, I’ll walk you through building a basic GPT that connects to Dynamics 365 CRM. ✅ Why Integrate GPT with Dynamics 365? Imagine asking natural language questions like: “Show…

[jrsdynamics]

Learn Microsoft Copilot in 10 Minutes - Quick Tutorial for Beginners

Microsoft Copilot is an AI-powered assistant built into Dynamics 365 ERP and CRM tools. With this smart AI, you can automate reporting, generate product descriptions, forecast inventory, and respond to customer queries — just by typing in simple commands.

In this short guide by JRS Dynamics, you’ll learn how Copilot works, who can use it, and how it makes business tasks faster and smarter — with no tech skills required. Perfect for professionals in sales, finance, or operations.

📘 Read the full tutorial here: 👉 https://jrsdynamics.com/learn-microsoft-copilot-in-10-minutes/

[getoncrm]

 Inside Team TriAgent’s TDX 2025 Win: Innovation, Grit, and the Power of Collaboration

Team TriAgent’s journey at TrailblazerDX 2025 went beyond code and competition. From real-time Slack integration to building intelligent agents on AgentForce, their solution earned the “Best Use of Slack” award. This is a story of bold ideas, precise execution, and the collaborative spirit that pushed boundaries at one of the biggest Salesforce hackathons.

[ritikay]

How AI in Microsoft Dynamics 365 CRM is Transforming Customer Relationship Management

As customer demands continue to grow, businesses are turning to smarter tools like Microsoft Dynamics 365 CRM to stay competitive. By integrating Artificial Intelligence (AI), Dynamics 365 is transforming how organizations manage customer relationships, automate tasks, and make data-driven decisions. From uncovering behavioral insights to predicting trends, AI empowers companies to deliver personalized experiences, streamline sales and marketing strategies, and enhance customer engagement.

One of the most impactful benefits of AI in Dynamics 365 is its ability to process large volumes of customer data to reveal actionable insights. Businesses can create detailed customer segments, automate lead scoring, and personalize campaigns in real time. This reduces manual effort and allows teams to focus on high-value interactions. Additionally, integrated tools like chatbots, virtual agents, and seamless access through platforms like Microsoft Teams and Outlook help boost collaboration and operational efficiency across departments.

However, adopting AI in CRM also comes with challenges. Organizations must address concerns around data security, ensure proper change management, and establish strong AI governance policies. Training users and aligning AI strategies with business goals are critical to unlocking its full potential. When implemented effectively, AI in Microsoft Dynamics 365 CRM can serve as a catalyst for growth—enhancing customer satisfaction, improving productivity, and driving long-term success.

[phdwritingassistance]

Transform your business strategies with the power of AI, Big Data, and Automation! 🌐 Dive into how digital transformation is revolutionizing Customer Relationship Management (CRM) by enhancing customer loyalty and driving business agility. Discover how innovation is reshaping industries for a smarter tomorrow.

[usaii]

Accelerating the Adoption of AI in CRM | USAII®

This read reveals core challenges the companies face at CRM, popular AI use cases for businesses, and how AI empowers CRM to become the heart of business operations.

Read more: https://shorturl.at/qzeBf

AI in CRM, AI in customer relationship management (CRM), AI use cases, neural networks, AI hallucination, AI models

[sunsmarttech]

CRM Software Trends: AI, Machine Learning, and Predictive Analytics

CRM (Customer Relationship Management) software trends have been heavily influenced by advancements in AI (Artificial Intelligence), machine learning, and predictive analytics. These technologies have revolutionized how businesses manage their customer interactions, enhance customer experiences, and drive sales. Here are some key trends in CRM software related to AI, machine learning, and predictive analytics:

AI-Powered Personalization: AI and machine learning algorithms enable CRM systems to analyze vast amounts of customer data and provide personalized experiences. This includes personalized product recommendations, tailored marketing messages, and customized service interactions based on individual preferences and behaviors.

Predictive Lead Scoring: By leveraging machine learning techniques, CRM software can predict the likelihood of a lead converting into a customer. Predictive lead scoring helps sales teams prioritize leads, focus their efforts on high-value prospects, and optimize their sales pipeline for better conversion rates.

Churn Prediction and Customer Retention: AI-driven analytics can analyze customer behavior patterns to predict churn, i.e., the likelihood of a customer leaving. CRM systems equipped with churn prediction capabilities allow businesses to proactively identify at-risk customers and implement retention strategies to prevent churn.

Sentiment Analysis: Natural Language Processing (NLP) and sentiment analysis algorithms enable CRM software to analyze customer feedback from various channels such as social media, emails, and support tickets. By understanding customer sentiment, businesses can identify areas for improvement, address customer concerns promptly, and enhance overall customer satisfaction.

Voice and Speech Analytics: With the growing popularity of voice-activated devices and services, CRM software vendors are integrating voice and speech analytics capabilities. AI-powered speech recognition technologies enable businesses to analyze customer interactions from phone calls, voicemails, and other audio sources, extracting valuable insights to improve customer service and sales processes.

Automated Customer Service: AI-driven chatbots and virtual assistants are becoming integral components of CRM software for automating customer service tasks. These chatbots can handle routine inquiries, provide instant support, and escalate complex issues to human agents when necessary, improving efficiency and reducing response times.

Data-driven Sales Forecasting: Predictive analytics algorithms analyze historical sales data, market trends, and other relevant factors to generate accurate sales forecasts. CRM systems equipped with data-driven forecasting capabilities help businesses make informed decisions, allocate resources effectively, and set realistic sales targets.

Real-time Analytics and Insights: Advanced CRM platforms offer real-time analytics dashboards that provide actionable insights into customer behavior, sales performance, and marketing effectiveness. By accessing up-to-date data and metrics, businesses can adapt their strategies quickly, seize opportunities, and address emerging challenges in a timely manner.

In conclusion, AI, machine learning, and predictive analytics are driving significant advancements in CRM software, enabling businesses to deliver more personalized experiences, improve sales effectiveness, and enhance customer satisfaction. As these technologies continue to evolve, we can expect further innovations and enhancements in CRM systems to meet the evolving needs of businesses in the digital age.

[jcmarchi]

Ganesh Shankar, CEO & Co-Founder of Responsive – Interview Series

New Post has been published on https://thedigitalinsider.com/ganesh-shankar-ceo-co-founder-of-responsive-interview-series/

Ganesh Shankar, CEO & Co-Founder of Responsive – Interview Series

Ganesh Shankar, CEO and Co-Founder of Responsive, is an experienced product manager with a background in leading product development and software implementations for Fortune 500 enterprises. During his time in product management, he observed inefficiencies in the Request for Proposal (RFP) process—formal documents organizations use to solicit bids from vendors, often requiring extensive, detailed responses. Managing RFPs traditionally involves multiple stakeholders and repetitive tasks, making the process time-consuming and complex.

Founded in 2015 as RFPIO, Responsive was created to streamline RFP management through more efficient software solutions. The company introduced an automated approach to enhance collaboration, reduce manual effort, and improve efficiency. Over time, its technology expanded to support other complex information requests, including Requests for Information (RFIs), Due Diligence Questionnaires (DDQs), and security questionnaires.

Today, as Responsive, the company provides solutions for strategic response management, helping organizations accelerate growth, mitigate risk, and optimize their proposal and information request processes.

What inspired you to start Responsive, and how did you identify the gap in the market for response management software?

My co-founders and I founded Responsive in 2015 after facing our own struggles with the RFP response process at the software company we were working for at the time. Although not central to our job functions, we dedicated considerable time assisting the sales team with requests for proposals (RFPs), often feeling underappreciated despite our vital role in securing deals. Frustrated with the lack of technology to make the RFP process more efficient, we decided to build a better solution.  Fast forward nine years, and we’ve grown to nearly 500 employees, serve over 2,000 customers—including 25 Fortune 100 companies—and support nearly 400,000 users worldwide.

How did your background in product management and your previous roles influence the creation of Responsive?

As a product manager, I was constantly pulled by the Sales team into the RFP response process, spending almost a third of my time supporting sales instead of focusing on my core product management responsibilities. My two co-founders experienced a similar issue in their technology and implementation roles. We recognized this was a widespread problem with no existing technology solution, so we leveraged our almost 50 years of combined experience to create Responsive. We saw an opportunity to fundamentally transform how organizations share information, starting with managing and responding to complex proposal requests.

Responsive has evolved significantly since its founding in 2015. How do you maintain the balance between staying true to your original vision and adapting to market changes?

First, we’re meticulous about finding and nurturing talent that embodies our passion – essentially cloning our founding spirit across the organization. As we’ve scaled, it’s become critical to hire managers and team members who can authentically represent our core cultural values and commitment.

At the same time, we remain laser-focused on customer feedback. We document every piece of input, regardless of its size, recognizing that these insights create patterns that help us navigate product development, market positioning, and any uncertainty in the industry. Our approach isn’t about acting on every suggestion, but creating a comprehensive understanding of emerging trends across a variety of sources.

We also push ourselves to think beyond our immediate industry and to stay curious about adjacent spaces. Whether in healthcare, technology, or other sectors, we continually find inspiration for innovation. This outside-in perspective allows us to continually raise the bar, inspiring ideas from unexpected places and keeping our product dynamic and forward-thinking.

What metrics or success indicators are most important to you when evaluating the platform’s impact on customers?

When evaluating Responsive’s impact, our primary metric is how we drive customer revenue. We focus on two key success indicators: top-line revenue generation and operational efficiency. On the efficiency front, we aim to significantly reduce RFP response time – for many, we reduce it by 40%. This efficiency enables our customers to pursue more opportunities, ultimately accelerating their revenue generation potential.

How does Responsive leverage AI and machine learning to provide a competitive edge in the response management software market?

We leverage AI and machine learning to streamline response management in three key ways. First, our generative AI creates comprehensive proposal drafts in minutes, saving time and effort. Second, our Ask solution provides instant access to vetted organizational knowledge, enabling faster, more accurate responses. Third, our Profile Center helps InfoSec teams quickly find and manage security content.

With over $600 billion in proposals managed through the Responsive platform and four million Q&A pairs processed, our AI delivers intelligent recommendations and deep insights into response patterns. By automating complex tasks while keeping humans in control, we help organizations grow revenue, reduce risk, and respond more efficiently.

What differentiates Responsive’s platform from other solutions in the industry, particularly in terms of AI capabilities and integrations?

Since 2015, AI has been at the core of Responsive, powering a platform trusted by over 2,000 global customers. Our solution supports a wide range of RFx use cases, enabling seamless collaboration, workflow automation, content management, and project management across teams and stakeholders.

With key AI capabilities—like smart recommendations, an AI assistant, grammar checks, language translation, and built-in prompts—teams can deliver high-quality RFPs quickly and accurately.

Responsive also offers unmatched native integrations with leading apps, including CRM, cloud storage, productivity tools, and sales enablement. Our customer value programs include APMP-certified consultants, Responsive Academy courses, and a vibrant community of 1,500+ customers sharing insights and best practices.

Can you share insights into the development process behind Responsive’s core features, such as the AI recommendation engine and automated RFP responses?

Responsive AI is built on the foundation of accurate, up-to-date content, which is critical to the effectiveness of our AI recommendation engine and automated RFP responses. AI alone cannot resolve conflicting or incomplete data, so we’ve prioritized tools like hierarchical tags and robust content management to help users organize and maintain their information. By combining generative AI with this reliable data, our platform empowers teams to generate fast, high-quality responses while preserving credibility. AI serves as an assistive tool, with human oversight ensuring accuracy and authenticity, while features like the Ask product enable seamless access to trusted knowledge for tackling complex projects.

How have advancements in cloud computing and digitization influenced the way organizations approach RFPs and strategic response management?

Advancements in cloud computing have enabled greater efficiency, collaboration, and scalability. Cloud-based platforms allow teams to centralize content, streamline workflows, and collaborate in real time, regardless of location. This ensures faster turnaround times and more accurate, consistent responses.

Digitization has also enhanced how organizations manage and access their data, making it easier to leverage AI-powered tools like recommendation engines and automated responses. With these advancements, companies can focus more on strategy and personalization, responding to RFPs with greater speed and precision while driving better outcomes.

Responsive has been instrumental in helping companies like Microsoft and GEODIS streamline their RFP processes. Can you share a specific success story that highlights the impact of your platform?

Responsive has played a key role in supporting Microsoft’s sales staff by managing and curating 20,000 pieces of proposal content through its Proposal Resource Library, powered by Responsive AI. This technology enabled Microsoft’s proposal team to contribute $10.4 billion in revenue last fiscal year. Additionally, by implementing Responsive, Microsoft saved its sellers 93,000 hours—equivalent to over $17 million—that could be redirected toward fostering stronger customer relationships.

As another example of  Responsive providing measurable impact, our customer Netsmart significantly improved their response time and efficiency by implementing Responsive’s AI capabilities. They achieved a 10X faster response time, increased proposal submissions by 67%, and saw a 540% growth in user adoption. Key features such as AI Assistant, Requirements Analysis, and Auto Respond played crucial roles in these improvements. The integration with Salesforce and the establishment of a centralized Content Library further streamlined their processes, resulting in a 93% go-forward rate for RFPs and a 43% reduction in outdated content. Overall, Netsmart’s use of Responsive’s AI-driven platform led to substantial time savings, enhanced content accuracy, and increased productivity across their proposal management operations.

JAGGAER, another Responsive customer, achieved a double-digit win-rate increase and 15X ROI by using Responsive’s AI for content moderation, response creation, and Requirements Analysis, which improved decision-making and efficiency. User adoption tripled, and the platform streamlined collaboration and content management across multiple teams.

Where do you see the response management industry heading in the next five years, and how is Responsive positioned to lead in this space?

In the next five years, I see the response management industry being transformed by AI agents, with a focus on keeping humans in the loop. While we anticipate around 80 million jobs being replaced, we’ll simultaneously see 180 million new jobs created—a net positive for our industry.

Responsive is uniquely positioned to lead this transformation. We’ve processed over $600 billion in proposals and built a database of almost 4 million Q&A pairs. Our massive dataset allows us to understand complex patterns and develop AI solutions that go beyond simple automation.

Our approach is to embrace AI’s potential, finding opportunities for positive outcomes rather than fearing disruption. Companies with robust market intelligence, comprehensive data, and proven usage will emerge as leaders, and Responsive is at the forefront of that wave. The key is not just implementing AI, but doing so strategically with rich, contextual data that enables meaningful insights and efficiency.

Thank you for the great interview, readers who wish to learn more should visit Responsive,

[ashishvarghesethomas]

"Unlock future marketing with ethical hyper-personalization. Our new article dives into building customer trust, ensuring data privacy, & driving loyalty in 2025. Get ethical strategies now! Read more on our blog. #HyperPersonalization #DataPrivacy #EthicalMarketing #CustomerTrust #2025Marketing"

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Project Analyst

Job title: Project Analyst Company: Sage Publications Job description: desired. Project Management, Business Analysis, and/or Scrum Master certification If you have a disability and need… Expected salary: Location: London Job date: Sun, 29 Jun 2025 00:56:05 GMT Apply for the job now!

[jrsdynamics]

AI in CRM: Top Challenges and Expert Solutions for 2025 | JRS Dynamics

AI is transforming CRM in 2025 — but it comes with challenges. From poor data quality and low user adoption to integration and privacy risks, businesses must act smart. This blog from JRS Dynamics explores the top 6 challenges in AI-powered CRM and provides expert solutions using Microsoft Dynamics 365 CRM.

Discover how to fix CRM data issues, improve adoption, ensure compliance, and build a successful AI CRM strategy.

✅ Easy-to-understand ✅ Actionable tips ✅ Perfect for businesses adopting AI in sales and service

👉 Read the full article: https://jrsdynamics.com/ai-in-crm/