Best CRM with AI agent: the nine we scored

The table orders the nine options by their points out of 100, using the seven criteria in the next section. The last column says how far a trial account got on October 28, 2026.

Each criterion scores 0 to 5 and is multiplied by its weight. What we saw in a trial scores 5; what the vendor documents but we could not see scores 3, not zero; what it does not publish scores 0. A tie goes to the lower cost, never to the publisher of the list.

Each cell is that criterion's 0 to 5 score; the points add up each score times its weight, divided by 5.

This is the cheapest plan with WhatsApp, the CRM and the AI agent, for one number and three people, before tax. Equivalents use the European Central Bank rates of October 22, 2026; the messages Meta charges for are extra on every option.

“Documented” means the vendor publishes it in its help center or pricing page; “advertised” means it says so on a sales page; “we saw it” means it showed up in our trial. We saw no agent change a real customer's record.

Choose respond.io if your team works several channels and you want the agent to change the contact's stage and fields, assign and leave comments, and you can pay in dollars without a CFDI invoice. Growth, the first plan with AI agents, costs $159 USD a month billed yearly with ten users.

What we saw on October 28: we opened the 7-day Growth trial with no card and no phone number, and built an agent from the FAQ of a test furniture store. In the preview it quoted the sofa set's exact price; asked about shipping to Silao, it said it had no confirmed information and handed the conversation to a person with an internal summary; asked how to reserve a dining set, it gave the price and the deposit, told the customer not to pay in the chat and handed off as well. The channel screen offers the official WhatsApp Business API, and the account ships with lifecycle stages (New Lead, Hot Lead, Payment, Customer and Cold Lead) and usage meters.

What we could not check: the agent changing a real contact, since we imported and messaged nobody; that is why the record criterion scores 3. We saw the lifecycle stages (New Lead, Hot Lead, Payment, Customer and Cold Lead) and the agent handing the conversation to a person with a summary. For businesses with a separate CRM, it documents HubSpot and Salesforce connections. The account showed English and dollars, with no option to pay in pesos or to get a CFDI invoice.

Choose Eva if you want the agent to run the whole sale on WhatsApp and log each step in the built-in CRM: create the contact and the deal, quote from your catalog, book, collect payment and follow up, with a CFDI invoice. Eva is our product: Esencial costs $3,333 MXN a month billed yearly ($3,999 MXN month to month), plus Mexican VAT, with 5 users; each extra user is $299 MXN a month.

What we saw on October 28, from 8:41 to 9:13 p.m. Mexico City time: we tested it with the same case on a local copy of the current product, not in production. We created an agent without changing its default behavior and loaded the furniture store's FAQ. It quoted the sofa set's exact price; asked about shipping to Silao, it said the information only confirms free shipping in León, promising nothing; asked how to reserve the dining set, it worked out the deposit the store asks for and said it had no verified way to pay. In two of the three answers it asked for a name and mobile number to send the quote. It did not hand the conversation to a person: by default it has no handoff tool configured, and the conversation stayed unassigned, with a "Take conversation" button for the team. Each conversation created a contact with an open deal on the sales board linked to the agent. Eva has no self-serve signup and no free trial: signup is by invitation. Setup is included: we configure everything Eva does today, at no extra cost.

What we could not check: a real WhatsApp number, or the agent changing a deal with a tool. In the test each conversation created a contact with an open deal, but we could not see whether the agent or the CRM did it when the conversation opened; that is why the record criterion scores 3, what we document. We did see the sales board linked to the agent, with its stages. The handoff to a person is switched on per agent with a tool; with the default settings it did not happen, which is why it scores 1. If your team already runs a large CRM and only needs to split chats, another option on this list may cost you less.

Choose Kommo if your team sells from a visual sales board and you want an agent assigned to each stage that updates the lead, moves it and transfers the chat. Avanzado costs $30 USD per user a month, with six months prepaid at least.

What we saw on October 28: the signup page advertises a 14-day full-access trial with no card. The form rejected the plus-sign alias email we used for every trial (“Enter a valid email”), so we did not get an account.

What we could not check: WhatsApp, the sales board, the agent and the handoff. Kommo documents that its agent is assigned to sales stages and only runs configured steps: asking for information, updating the lead, starting a bot or transferring the chat; it does not edit custom fields or start conversations, and it stops replying when the AI credits run out. It publishes no peso price and no CFDI invoicing.

Choose Leadsales if a small Mexican team wants an agent that qualifies WhatsApp prospects and moves them through the sales columns, with a peso price and a Mexican invoice. The agent is billed separately: Profesional costs $3,239.88 MXN a month and Lead Agent starts at $87 USD a month.

What we saw on October 28: the site offers a 14-day CRM trial. Signup accepted the email and password and reached “Personaliza tu cuenta”, which requires a personal WhatsApp number to send a code to; we stopped there.

What we could not check: the agent, the stages and the handoff, or whether the trial charges anything, since its page shows no trial price. Lead Agent documents replying, qualifying, moving the lead through the sales stages and passing it to your team, and a seller can take over; it can only be added to Profesional or Avanzado, on the official API. Its public API exposes prospects, sales boards, stages and assignments.

Choose Aurora Inbox if you want to pay in pesos with a CFDI invoice and get a CRM with sales boards and an AI agent for three people: $1,800 MXN a month plus VAT. Each extra user or channel is $240 MXN a month plus VAT.

What we saw on October 28: nothing inside the product. We did not attempt the trial because its 7-day trial signup is paid, and we paid for nothing in these trials.

What we could not check: everything else. Aurora publishes a contact profile with history, deals, events and tags, and agent tools for follow-ups, routing to the team, booking and alerting a person; among them it does not document the agent creating or changing the deal, which is why the record criterion scores 1. It publishes no price for AI replies beyond the allowance.

Choose Clientify if you want a CRM with sales processes, quotes, email and marketing in one Spanish-language system, with AI flows that answer and assign a person. Todo en uno costs $39 USD a month billed yearly and includes one user; we could not confirm the price of extra users, so its cost score drops one step.

What we saw on October 28: we opened the 7-day trial with no card and confirmed the email. Signup offers Mexican pesos as the account currency and warns it cannot be changed later; we could not get the choice to save or get past that screen. Its signup menu lists WhatsApp Web as a channel.

What we could not check: WhatsApp, the sales processes, the AI and the handoff. Clientify documents AI flows that answer from your knowledge, collect information and assign the conversation to a person; we found no documentation of the agent creating or moving the deal, which is why the record criterion scores 1. Its electronic invoicing is for Spain only; it publishes no CFDI invoicing.

Choose Vambe if you want the vendor to build, with you, agents that update the CRM, its own or an external one such as HubSpot or Pipedrive, over a one-month implementation, with a dollar budget: Standard costs $431 USD a month billed yearly, plus a $600 USD implementation.

What we saw on October 28: nothing inside the product. We did not attempt a trial; its pricing page has no free trial and no online checkout, buying goes through a consultation and the first month is a paid implementation.

What we could not check: anything inside the product. Vambe advertises agents that update your CRM, book meetings or process payments, and its own sales board with several stages; the handoff to a person appears in its customer stories, not in a guide, which is why it scores 1. Its terms say the customer must review and approve what the AI answers. It bills in dollars and publishes no CFDI invoicing.

Choose Mercately if you sell with a catalog, orders, PDF quotes and payment links inside the same CRM as the agent: Scale IA costs $239 USD a month billed yearly, with five users and one sales board.

What we saw on October 28: nothing inside the product. We did not attempt a trial; its pricing page offers to book a demo and publishes no free trial.

What we could not check: anything inside the product. Mercately publishes sales boards, deal creation from a chat and custom fields, and an agent, MIA, that answers from your catalog and escalates to a person; it does not document MIA creating or moving the deal, which is why the record criterion scores 1. It bills in dollars and publishes no CFDI invoicing.

Choose HubSpot if your team already works in HubSpot and you want WhatsApp and the customer agent inside the same CRM, with a dollar budget: Service Hub Professional costs from $100 USD per license a month, plus a $1,500 USD onboarding.

What we saw on October 28: nothing inside the product. We did not attempt a trial. Its native WhatsApp connection needs Marketing Hub or Service Hub Professional or Enterprise, and our fact sheet records no free trial of those plans.

What we could not check: anything inside the product. Its native WhatsApp needs Marketing Hub or Service Hub Professional or Enterprise, and the price index lists Sales Hub, where the sales stages live, without WhatsApp; that is why stages score 1. Its customer agent transfers cases to the team and spends 50 credits per resolved conversation; our fact sheet records no change to a record, which is why that criterion scores 1. It publishes no peso price and no CFDI invoicing.

If you want to try a CRM today where the agent changes the contact's stage, assigns and hands off to a person, across channels and in dollars: respond.io.

If your team sells from a visual sales board and you want an agent per stage that moves the lead: Kommo, with a six-month minimum per person.

If you want the agent to run the whole sale and log the contact, deal, booking and payment in the CRM, with CFDI invoices and the setup done by us: Eva.

If you want to pay in pesos with a Mexican invoice: Leadsales or Aurora Inbox; Eva too. If you want CRM and marketing in Spanish: Clientify.

If your team already works in HubSpot, add WhatsApp there; if you want the vendor to build everything, Vambe. If you do not need an agent yet, compare on the list of WhatsApp CRM options in Mexico.

On October 28, 2026, between 2:43 and 4:34 p.m. New York time, we tried to open a trial account at four of these CRMs with the same case: a furniture store in León, Mexico, with three customer questions. We used no card, no WhatsApp number and no real contacts, and we messaged nobody.

Only respond.io let us into the product: we saw its lifecycle stages and its agent handing the conversation to a person with a summary, but no contact record with activity. We did not attempt Vambe, Mercately or HubSpot, nor Aurora Inbox, whose trial is paid. We tested Eva, our product, with the same case that evening on a local copy of the current product: we saw its sales board and an open deal per conversation, but with the default settings it did not hand the conversation to a person.

What we could not test anywhere: connecting a real WhatsApp number, watching the agent create or move a deal with a real customer and receiving a CFDI invoice. We review this list every month; the next review is on November 28, 2026.

Each price links to the vendor page it came from, with the date of the fact sheet that recorded it.