task2ai

Best AI tools to manage customer relationships

Top picks at a glance:

  • Gorgias — Ecommerce businesses requiring instant resolution and personalized shopper interaction.
  • Invent — Users needing a free tier for automated bookings and lead generation.
  • Simbli — Creators and teams seeking specialized, human-like AI productivity partners.
  • Intercom — Support teams looking for an affordable, AI-first helpdesk experience.
  • tawk.to — Businesses needing multi-platform access to track visitor journeys.
Tool What it does Pricing Free tier Refunds
Gorgias Conversational AI platform for ecommerce that resolves support questions instantly and converts shoppers with personalized chat. From $40/mo No None stated
Invent Conversational AI assistants for customer service, bookings, payments, and lead generation across multiple communication channels. Free tier; paid from $29/mo * Yes
Simbli AI-powered productivity partner with human-like agents trained for specific roles to streamline work for creators, teams, and learners. Not stated on site 7 days
Intercom The helpdesk designed for the AI Agent era, providing a single solution for customer service. From $0.99/mo
tawk.to Live chat software for businesses to communicate with website visitors across multiple channels. Free tier; paid from $29/mo * Yes

— means the vendor does not state it on the pages we read.

* pricing not verified against the vendor's pricing page.

How do I choose an AI tool to manage customer relationships?

When selecting your tool, prioritize your technical and mobility requirements first. If you need a cross-platform solution for mobile and desktop, prioritize tawk.to or Gorgias; if you work exclusively on the web, options like Invent or Simbli become viable. Carefully evaluate your budget and subscription flexibility, noting that Intercom offers the lowest starting price point while Invent and tawk.to include free tiers. Always verify the refund policy before committing, as terms differ between the no-refund policy at Gorgias and the 7-day window at Simbli. Finally, check if you require API access for your specific workflow or if your operations involve specific constraints, such as the prohibition against unsupervised AI use at Invent or the inability to process protected health information within Gorgias.

Screenshot of the Gorgias homepage

Best for: Ecommerce businesses requiring instant resolution and personalized shopper interaction.

This conversational platform facilitates the management of customer conversations across multiple channels. It is strictly for ecommerce use but cannot be used for protected health information. Note that the service does not allow subscription downgrades and offers no refunds.

One unified inbox across every channel, with live Shopify data and full customer context built into every conversation.

gorgias.com

Pricing, in their words: “AI Agent on every plan, pay only when it resolves a conversation.” (pricing)

Subscription terms they state: cancel by email · auto-renews · states no refunds (source)

Limits the vendor states:

  • Cannot process protected health information
  • Cannot downgrade during a subscription term
Screenshot of the Invent homepage

Best for: Users needing a free tier for automated bookings and lead generation.

This tool powers conversational assistants for service, payments, and bookings within a unified inbox. It features a free tier and an available API. However, the AI must remain supervised, and users may not use materials for commercial purposes without consent.

A unified AI inbox for all of your customer channels.

useinvent.com

Pricing: Free tier; paid from $29/mo (pricing)

Limits the vendor states:

  • cannot use AI tools unsupervised
  • no commercial use of materials without consent

Cancellation & refund terms for Simbli

Screenshot of the Simbli homepage

Best for: Creators and teams seeking specialized, human-like AI productivity partners.

Simbli acts as a productivity partner using human-like agents trained for specific roles to manage customer relationships. The service features a 7-day refund window and handles cancellations directly in-app. Specific pricing for this platform is not stated on their site.

Source: simbli.ai

Pricing, in their words: “Simbli operates on a subscription model that renews automatically at the end of each billing cycle (monthly or annually), unless cancelled before renewal.” (pricing)

Subscription terms they state: cancel in-app · auto-renews · 7-day refund window (source)

Limits the vendor states:

  • Partial-period refunds

Best for: Support teams looking for an affordable, AI-first helpdesk experience.

Intercom provides a single solution for customer service designed specifically for the AI Agent era. It allows teams to collaborate on customer issues via its web interface and API. Plans start at a low entry point of $0.99 per month.

Source: intercom.com

Pricing, in their words: “Fin is priced at $0.99 per outcome.” (pricing)

No usage limits stated on the pages we read.

Best for: Businesses needing multi-platform access to track visitor journeys.

This live chat software allows businesses to communicate with website visitors across several channels. It provides a CRM to track the customer journey and is accessible via web, desktop, and mobile apps. Users can start with a free tier or paid options.

Source: tawk.to

Pricing: Free tier; paid from $29/mo (pricing)

No usage limits stated on the pages we read.

Which one for your situation?

  • You run a high-volume ecommerce store and want to automate support.Gorgias: It resolves support questions instantly and converts shoppers using personalized chat, though it cannot process protected health information.
  • You need a unified inbox to handle customer bookings and payments.Invent: It provides a unified inbox for communication, but requires supervised AI use and prohibits commercial use of materials without consent.
  • You are a creator looking for AI agents to streamline your daily workflow.Simbli: It offers human-like agents for specific roles and provides a 7-day refund window for subscriptions.
  • You need a dedicated helpdesk to manage support as a team.Intercom: It is designed as an AI-powered helpdesk solution for teams to collaborate on customer issues with pricing starting at $0.99 per month.
  • You need to monitor visitor activity across many channels for free.tawk.to: It tracks the customer journey in a CRM and offers a free tier across web, desktop, and mobile platforms.

FAQ

Is there a free tool to manage customer relationships?

Yes — Invent, tawk.to offer a free tier.

What is the cheapest paid option to manage customer relationships?

Intercom starts at $0.99/month.

Which of these have an API?

Gorgias, Invent, Intercom, tawk.to document a developer API.

How do I cancel these subscriptions?

Gorgias: cancel by email; Simbli: cancel in-app. Invent, Intercom, tawk.to do not state a cancellation route on the pages we read.

Can I get a refund?

Gorgias states it does not offer refunds; Simbli states a 7-day refund window. The others (Invent, Intercom, tawk.to) do not state a refund policy on the pages we read.

Do these subscriptions auto-renew?

Gorgias, Simbli state that paid plans renew automatically. Check the billing page before subscribing; the rest do not state it either way.

Sources

Every fact above was read from the vendors' own pages: