We've compared 2 tools across pricing, features, ratings, and reviews to help you make an informed decision. No paid placements — just facts.
Compare different tools →| Feature |  Kay.ai FinTech |  Freshworks CRM CRM & Sales |
|---|---|---|
| Rating | No reviews yet | No reviews yet |
| Pricing |
as of Aug 30, 2026 |
as of Sep 4, 2026 |
| Pricing Model | Contact Sales | Freemium |
| Free Plan | ||
| Free Trial |
| 21 days |
| API Available |
| Verified | Verified |
| Founded | — | 2010 |
| HQ | 240 Kent Ave, Rm B8, Brooklyn, NY 11249, USA | San Mateo, California, United States |
| Team Size | Business, Enterprise | Free plan for up to 3 users |
| Platforms | — | WebiOSAndroid |
| Top Integrations | Microsoft TeamsEmailAMS (Agency Management System) | SlackZoomZapierFreshdesk |
| Key Features |
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| Description | Kay.ai is an AI automation tool built for insurance agencies and brokerages that logs into existing systems, navigates portals, fills out forms, reads documents, and updates agency management systems the same way a human team does. It automates repetitive insurance operations such as submissions, renewals, policy checking, certificates, endorsements, carrier downloads, and AMS activities, running 24/7 without new software or API integrations. It learns from user corrections, pauses and asks the team when uncertain via Microsoft Teams or email, and keeps a fully auditable record of every action. | Freshworks CRM is an AI-powered customer relationship management platform designed for growing businesses. It helps sales teams manage leads, track deals, and automate repetitive tasks so they can focus on closing revenue. With built-in phone, email, and chat capabilities, Freshworks CRM provides a 360-degree view of every customer interaction. |
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