Subcategory · AI Citation Index

CRM

Salesforce and HubSpot lead 298 CRMs; shortlist rates hit 73% and 67%, but evaluations tie at 57 and trends show volatility.

206 discovery queries · 315 head-to-heads · refreshed Jun 6, 2026

Discovery stage

The shortlist

Across 206 buyer-style "CRM" queries

Salesforce appears in 73.3% of shortlists across 206 prompts, followed by HubSpot at 67.0% and Pipedrive at 56.8%. Microsoft Dynamics 365 and Zoho follow at 50.5% and 40.3%, while pointapp.org and getplan.co surface with unclear product positioning. Model diversity is high (4-5 models) for top performers, indicating cross-model consensus.

0%22%44%65%87%Coverage — share of discovery prompts where the brand surfaces75%79%82%86%90%Engine diversity

Hover or click a logo to see brand details

X = coverage across discovery prompts · Y = engine diversity · Bubble size = total mentions
Tracked acrossChatGPT,Gemini,Claude

Get weekly AI visibility changes for CRM sent to your inbox.

Score shifts, new entrants, citation gaps — every Monday.

Signal by intent

By topic

Top 5 most-cited brands per intent cluster. Brands with zero citations in a topic are not shown.

1Salesforce
8/8
2Microsoft
8/8
3Pipedrive
8/8
4
Clari
8/8
5
Close
7/8
1Salesforce
7/7
2Pipedrive
6/7
3POINT
6/7
4HubSpot
6/7
5Microsoft
6/7
1Salesforce
7/7
2HubSpot
6/7
3POINT
5/7
4Outreach
4/7
5Microsoft
4/7
1Salesforce
6/6
2Pipedrive
4/6
3HubSpot
4/6
4Apollo
3/6
5Outreach
3/6
1Salesforce
6/6
2HubSpot
6/6
3Planhat
4/6
4POINT
4/6
5Microsoft
4/6
1Salesforce
5/5
2HubSpot
4/5
3Pipedrive
3/5
4Activecampaign
2/5
5POINT
2/5
1Salesforce
5/5
2HubSpot
4/5
3Pipedrive
4/5
4
Close
3/5
5Practice
3/5
1Zoho Expense
5/5
2HubSpot
5/5
3Salesforce
5/5
4Microsoft
5/5
5Pipedrive
5/5
≥50% cited
25–49%
<25%
Topics are discovery-stage prompt clusters · crm

Evaluation stage

Head-to-head

How often AI cites each brand across uniform category evaluation prompts · median 7/100

Head-to-head evaluations show Salesforce, HubSpot, and Microsoft Dynamics 365 tied at the top with average scores of 57, 57, and 55 across 32-33 comparison queries. Zoho CRM and Pipedrive match Dynamics at 55, while Plan and STAGE lag at 48 and 43. The median score of 7 across all 298 brands signals extreme concentration of viability in fewer than ten tools.

0255075100Evaluation citation rate — % of category evaluation prompts citing this brand08172533Evaluation prompts cited inmedian citation ratemedian exposure

Hover or click a logo to see brand details

X = evaluation citation rate · Y = evaluation prompts cited in · Bubble size = citation exposure
Median citation rate 7/100

Each brand's score is the share of category evaluation prompts where AI cited them across all four engines — the same prompt pool for every brand. Brands above the median citation rate have stronger presence in evaluation-stage queries.

Citation sources

Where AI pulls citations from

11 citations captured across CRM prompt runs.

Vendor pages

3

Product, help, and marketing pages from tracked vendors

Independent sources

8

Reviews, encyclopedias, forums, press — not vendor-owned

Buyer questions

What AI cites for top CRM questions

Most-cited prompts across the buyer journey. Click any prompt to see the actual URLs AI engines link to.

Discovery

Buyers exploring the category

Want to know if AI cites your brand for CRM?

Free audit. ChatGPT, Perplexity, Gemini, Claude.

Run an audit →

See the full CRM leaderboard →