The 9 Best CRMs with Marketing Automation [AI-Native] | Lindy
The 9 Best CRMs with Marketing Automation [AI-Native]
Written by
Marvin Aziz
Growth Engineer
Marvin tested over 20 CRM automation platforms, including HubSpot, Salesforce, and Zoho CRM, weighing lead capture, workflow automation, and reporting across real sales pipelines.
Last Updated: April 13, 2026
Table of contents
I tested over 20 CRM automation platforms to do repetitive business tasks like capturing leads, triggering follow-ups, updating CRM records, and handling campaign data. These 9 were the most usable and efficient for teams looking to get more out of their CRM automation workflows.
List of the Top 9 CRMs with Marketing Automation Built-in:
| Tool | Best for | Starting price (billed monthly) | Key strength |
|---|---|---|---|
| HubSpot | Inbound and lifecycle automation | $20/user/month | All-in-one platform with a powerful ecosystem |
| Salesforce | Enterprise CRM workflow automation | $25/user/month | Highly flexible with predictive AI and integrations |
| Zoho CRM | Budget CRM automation | $20/user/month | Smart AI with good support for WhatsApp, Line, and email |
| Mailchimp | Email-first CRM automation | $13/month | Great for campaigns, A/B testing, and segmentation |
| Keap | CRM + billing automation | $299/month | Automates invoices, follow-ups, and appointments |
| Salesmate | Sales-focused CRM automation | $29/user/month | Visual workflows with built-in SMS, calling, and chat |
| Moosend | Affordable email automation for CRM workflows | $9/month | Easy builder with hyper-personalized triggers |
| GetResponse | CRM automation with webinar workflows | $19/month | Combines email, webinars, and landing pages |
| EngageBay | Starter CRM automation for small teams | $14.99/user/month | Visibility across email, chat, SMS, and ticketing |
Next, we explore their detailed reviews.
1. HubSpot: Best AI CRM for inbound marketing and sales workflows
What it does: HubSpot combines CRM, marketing automation, sales, and customer service tools to manage the full inbound funnel in one platform.
Who it's for: Teams that rely on inbound marketing and want CRM automation that connects content, leads, sales handoffs, and customer follow-ups.
HubSpot's CRM automation feels structured and predictable. I built workflows that tagged contacts after email clicks, assigned leads to reps after demo requests, and triggered follow-ups when visitors hit pricing pages. While these features excel for inbound leads, combining them with outbound sales automation helps teams proactively engage cold prospects.
Key features
- Visual workflow builder for CRM automation across teams
- Unified contact timelines with full engagement history
- Built-in lead scoring and behavior-based automation
- Reporting dashboards that combine marketing, sales, and service data
Pros
- Reliable CRM automation for inbound funnels
- Strong visibility across marketing, sales, and service
- Clean interface that supports team collaboration
- Large app marketplace and native integrations
Cons
- Costs increase quickly as contacts and users grow
- Advanced workflows require time to learn and maintain
Pricing
- Free plan with basic marketing, sales, and service tools
- Paid plans start from $20/user/month, billed monthly
Bottom line
HubSpot works well when inbound marketing drives your growth. It keeps CRM data, automation, and teams aligned. The trade-off is cost and rigidity.
2. Salesforce: Best AI CRM with marketing automation for enterprises
What it does: Salesforce combines CRM, marketing automation, sales, and service tools into a single enterprise platform with deep customization and AI-driven workflows.
Who it's for: Large teams that need highly configurable CRM automation across sales, marketing, and customer service.
Salesforce excels at data unification. Data Cloud and MuleSoft let me connect legacy systems and third-party tools without hampering reporting. This reduced duplicate records and kept automation accurate across channels.
Key features
- AI CRM and marketing capabilities with Agentforce and Einstein
- Unified customer records across sales, marketing, and service
- Advanced data integration through Data Cloud and MuleSoft
- Low-code tools for custom workflows and dashboards
Pros
- Deep CRM and marketing automation for complex enterprise use cases
- Strong AI insights for forecasting and customer behavior
- Flexible customization across teams and processes
- Scales well with large data volumes
Cons
- Long implementation cycles and higher setup costs
- Complexity can slow down smaller or leaner teams
Pricing
- Free plan with 2 user licenses
- Paid plans from $25/user/month, billed monthly
Bottom line
Salesforce fits organizations that treat CRM automation as infrastructure, not a tool. It offers power, control, and AI insights, but only pays off if teams commit time, budget, and discipline to make it work.
3. Zoho CRM: Best CRM for marketing automation on a budget
What it does: Zoho CRM provides CRM automation across sales, marketing, and support, with built-in AI and strong multichannel outreach.
Who it's for: Small to mid-sized teams that want flexible CRM automation without paying enterprise prices.
Zoho performs well for multichannel workflows. Email, phone, WhatsApp, Line, and social messages all ran from the same interface. I tested WhatsApp workflows that sent approved templates and tracked threaded replies inside the CRM.
Key features
- Automation across email, phone, WhatsApp, Line, and social
- AI lead scoring and sales forecasting with Zia
- Real-time formula fields and custom scripts for workflow logic
- Team selling with deal-based revenue splits
Pros
- Low cost with strong CRM automation capabilities
- Capable multichannel messaging built into the platform
- Customization for niche workflows
- Fair pricing for growing teams
Cons
- Setup takes time due to the number of options
- Advanced customization requires technical comfort
Pricing
- Free plan with 3 users and essential features
- Paid plans from $20/user/month, billed monthly
Bottom line
Zoho CRM fits teams that want CRM automation without enterprise overhead. It rewards teams that invest time in setup.
4. Mailchimp: Best AI CRM for email-focused marketing automation
What it does: Mailchimp combines email marketing, basic CRM, and automation to run campaigns and manage customer data in one place.
Who it's for: Small to mid-sized businesses that rely heavily on email and want simple CRM automation without operational overhead.
Mailchimp's CRM works best for light contact management. Tags, behavior-based segments, and purchase history made personalization easy.
Key features
- Email automation with behavior-based triggers
- Built-in CRM with tagging and audience segmentation
- Drag-and-drop editor with A/B testing
- E-commerce integrations for purchase-based targeting
Pros
- Fast setup with minimal learning curve
- Easy-to-use email editor and automation builder
- Reliable ecommerce integrations
- Works well for email-led CRM automation
Cons
- Limited CRM features compared to full platforms
- Advanced automation requires higher-tier plans
Pricing
- Free plan with up to 250 contacts with basic email tools
- Paid plans from $13/month, billed monthly
Bottom line
Mailchimp fits teams that focus solely on emails for marketing and outreach. Its limitations become apparent as the scale increases.
5. Keap: Best AI CRM marketing with billing built in for small businesses
What it does: Keap combines CRM automation, sales follow-ups, and billing into one platform for small businesses.
Who it's for: Founders and small teams that want CRM automation tied directly to payments, invoices, and appointments.
Keap stands out at billing and does it better than other tools. Keap Pay reports showed real-time deposits and outstanding balances inside the CRM.
Key features
- Automated and unified invoices and payments within the tool
- Visual automation builder with error guidance
- Built-in billing, recurring payments, and payment tracking
- Appointment scheduling with automated reminders
Pros
- Good fit for small teams with billing-heavy workflows
- Clear automation builder that doesn't require tech skills
- Real-time payment visibility inside the CRM
Cons
- A single pricing tier, with pricing depending on your needs
- Less flexible for complex marketing workflows
Pricing
- No free plan
- Paid plans from $299/month, billed monthly
Bottom line
Keap works best when CRM automation and payments need to stay tightly connected.
6. Salesmate: Best tool for unified CRM automation and communication
What it does: Salesmate combines CRM automation, sales pipelines, and built-in communication tools in one platform.
Who it's for: Growing teams that want CRM automation, calling, texting, and chat without combining multiple tools.
Salesmate delivers good value for the price while covering CRM automation, sales execution, and communication in one place.
Key features
- CRM automation with behavior-based journeys
- Built-in calling, SMS, live chat, and email
- Visual pipeline management with unlimited deals
- Custom dashboards and performance reporting
Pros
- Good value for growing teams
- Flexible pipelines and lead handling
- Works well on desktop and mobile
Cons
- Setup requires planning and onboarding
- Automation and reporting take time to master
Pricing
- No free plan
- Paid plans from $29/user/month, billed monthly
Bottom line
Salesmate fits teams that want CRM automation and communication in one tool.
7. Moosend: Best CRM for affordable, email-first marketing automation
What it does: Moosend runs email-focused CRM automation with AI-driven segmentation, personalization, and journey building.
Who it's for: Small to mid-sized teams that want reliable email automation without paying for a full CRM suite.
Moosend excels at email automation. The journey builder supports many triggers and actions.
Key features
- Email-first tool with advanced journeys
- AI-assisted copy generation and behavior-based personalization
- Predictive insights for content and product targeting
- Visual editor with responsive previews
Pros
- Affordable entry point for CRM automation
- Fast setup and clean interface
- Strong automation for email campaigns
Cons
- Limited CRM and sales workflow depth
- Smaller landing page and design library
Pricing
- No free plan, only a 30-day free trial
- Paid plans from $9/month, billed monthly
Bottom line
Moosend works well when email sits at the center of your CRM automation.
8. GetResponse: Best for all-in-one CRM marketing automation with webinars
What it does: GetResponse combines email marketing, CRM automation, landing pages, and webinars into a single platform.
Who it's for: Marketers and online businesses that want CRM automation tied directly to webinars, funnels, and conversions.
GetResponse works best for webinars. You can host live, on-demand, or automated sessions inside the platform.
Key features
- Automation across emails, funnels, and webinars
- Built-in webinar hosting with automated follow-ups
- Advanced segmentation with dynamic content blocks
- Conversion tracking and A/B testing across campaigns
Pros
- Strong all-in-one setup for webinar-led funnels
- Useful analytics for optimization
Cons
- Limited design flexibility for the landing pages
- Advanced features require higher-tier plans
Pricing
- No free plan, only a 14-day free trial
- Paid plans from $19/month, billed monthly
Bottom line
GetResponse works best when webinars drive your marketing strategy.
9. EngageBay: Best for startups needing full CRM marketing automation and support
What it does: EngageBay combines CRM automation, email campaigns, sales pipelines, and customer support into one platform built for small teams.
Who it's for: Startups and early-stage teams that want CRM automation, sales tracking, and support tools without managing multiple systems.
EngageBay is a practical tool.
Key features
- Automates tasks across email, SMS, and live chat
- Unified contact timelines for sales, marketing, and support
- Sales pipelines with automated lead assignment
- Built-in helpdesk, ticketing, and chatbot support
Pros
- Strong all-in-one setup for startups
- Easy campaign and automation setup
Cons
- Complex workflows require onboarding time
Pricing
- Free plan that offers up to 250 contacts
- Paid plans from $14.99/user/month, billed monthly
Bottom line
EngageBay works well for startups that want CRM, marketing automation, sales, and support in one place.