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Published method

Public CRM Platforms brand benchmark

Ranks a reviewed CRM Platforms brand universe using a fixed, public set of neutral commercial prompts across 3 AI providers.

4-crm-platforms-2026-07-27-models-64232fd32583

Version

Jul 27, 2026

Published

7

Boards

public-crm-platforms

Method ID

Where the facts come from

Providers
  • Provider

    openai

    Configured Model

    openai/gpt-4o-mini

  • Provider

    anthropic

    Configured Model

    anthropic/claude-haiku-4-5

  • Provider

    gemini

    Configured Model

    google/gemini-2.5-flash

Provider Views
  • Provider

    openai

    Board Slug

    crm-platforms-brand-openai-visibility

    Primary Metric Slug

    public-prompt-openai-brand-recommendation-presence

  • Provider

    anthropic

    Board Slug

    crm-platforms-brand-anthropic-visibility

    Primary Metric Slug

    public-prompt-anthropic-brand-recommendation-presence

  • Provider

    gemini

    Board Slug

    crm-platforms-brand-gemini-visibility

    Primary Metric Slug

    public-prompt-gemini-brand-recommendation-presence

Provider Matrix Version

64232fd32583

How the order is produced

recommendation-prompt presence descending; mention coverage, engine breadth, mention share, citation share, then entity slug

When the method reruns

  • The prompt boards are re-run in rotation, about one category a day, so each board refreshes every few weeks and shows the date of its snapshot.

Boards

Boards using this version

BoardPrimary measureRowsConfidenceSnapshotBoard versionRefreshBoard
CRM platform rankpublic-prompt-brand-recommendation-presence16100%Sep 19, 20264-crm-platforms-2026-07-27-models-64232fd32583Rotating scheduleOpen the board: CRM platform rank
CRM platform presencepublic-prompt-brand-mention-coverage16100%Sep 19, 20264-crm-platforms-2026-07-27-models-64232fd32583Rotating scheduleOpen the board: CRM platform presence
CRM platform citation sharepublic-prompt-brand-citation-share16100%Sep 19, 20264-crm-platforms-2026-07-27-models-64232fd32583Rotating scheduleOpen the board: CRM platform citation share
CRM platform engine breadthpublic-prompt-brand-engine-breadth16100%Sep 19, 20264-crm-platforms-2026-07-27-models-64232fd32583Rotating scheduleOpen the board: CRM platform engine breadth
CRM platforms in OpenAI model API answerspublic-prompt-openai-brand-recommendation-presence16100%Sep 19, 20264-crm-platforms-2026-07-27-models-64232fd32583Rotating scheduleOpen the board: CRM platforms in OpenAI model API answers
CRM platforms in Anthropic model API answerspublic-prompt-anthropic-brand-recommendation-presence16100%Sep 19, 20264-crm-platforms-2026-07-27-models-64232fd32583Rotating scheduleOpen the board: CRM platforms in Anthropic model API answers
CRM platforms in Gemini model API answerspublic-prompt-gemini-brand-recommendation-presence16100%Sep 19, 20264-crm-platforms-2026-07-27-models-64232fd32583Rotating scheduleOpen the board: CRM platforms in Gemini model API answers

Versioned contract

Complete measurement ledger

Cohort

Not specified.

Prompts

  • Slug

    best-enterprise-crm-platform

    Text

    Which CRM platforms are best for a global enterprise that needs complex sales processes, customization, governance, and analytics?

    Intent

    recommendation

  • Slug

    best-small-business-crm

    Text

    Recommend a CRM for a small business that needs quick setup, sales pipeline management, email integration, automation, and clear pricing.

    Intent

    recommendation

  • Slug

    crm-sales-marketing-service

    Text

    Which customer platform best unifies sales, marketing, service, commerce, and customer data without excessive integration work?

    Intent

    recommendation

  • Slug

    crm-ai-agents-sales-workflows

    Text

    Recommend a CRM with useful AI agents for prospecting, data entry, pipeline prioritization, forecasting, and seller follow-up.

    Intent

    recommendation

  • Slug

    crm-custom-workflows-no-code

    Text

    Which CRM is best for building custom objects, approvals, automations, and industry workflows with low-code or no-code tools?

    Intent

    recommendation

  • Slug

    crm-revenue-forecasting

    Text

    Recommend a CRM for accurate pipeline inspection, revenue forecasting, conversation intelligence, and sales-manager coaching.

    Intent

    recommendation

  • Slug

    crm-startup-product-led-growth

    Text

    What CRM should a product-led startup use for flexible data modeling, relationship tracking, enrichment, and modern team collaboration?

    Intent

    recommendation

  • Slug

    crm-microsoft-google-workspace

    Text

    Which CRM platforms have the strongest everyday integration with email, calendars, documents, meetings, and collaboration suites?

    Intent

    recommendation

  • Slug

    crm-platform-buying-criteria

    Text

    Compare CRM platforms on usability, customization, automation, AI, reporting, ecosystem depth, administration, and total cost.

    Intent

    commercial

  • Slug

    crm-pricing-total-cost

    Text

    How should a buyer compare CRM pricing across seat tiers, add-ons, data products, implementation, storage, support, and partner costs?

    Intent

    commercial

  • Slug

    crm-proof-of-concept-scorecard

    Text

    Create a proof-of-concept scorecard for CRM platforms using real lead, opportunity, forecasting, automation, reporting, and migration tasks.

    Intent

    commercial

  • Slug

    crm-migration-lock-in-risk

    Text

    Which criteria expose CRM migration complexity, data portability, customization debt, ecosystem dependence, and vendor lock-in?

    Intent

    commercial

Category

crm-platforms

Providers

  • Provider

    openai

    Configured Model

    openai/gpt-4o-mini

  • Provider

    anthropic

    Configured Model

    anthropic/claude-haiku-4-5

  • Provider

    gemini

    Configured Model

    google/gemini-2.5-flash

Cost Policy

Cost Basis

Provider-reported LLM cost returned by the existing AI Rank provider/cache layer.

Maximum Daily Billed Cost Usd

2.00

Maximum Daily Provider Calls

60

Maximum Daily Provider Attempts Including Retries

72

Limitations

  • This is one response per prompt/provider pair in each run; model output can vary between runs.
  • The fixed 12-prompt CRM Platforms category does not estimate general market share or brand awareness.
  • Presence share and citation share are relative only to the reviewed 16-brand universe; untracked brands are excluded from those denominators.
  • OpenAI, Anthropic, and Google are both evaluated brands and configured model providers; no self-provider bias correction is applied.

Rank Formula

recommendation-prompt presence descending; mention coverage, engine breadth, mention share, citation share, then entity slug

Answer Policy

Published Evidence

answer hashes, deterministic bounded brand counts, and deduplicated URL-derived citation counts

Full Provider Answers Published

No

Full Provider Answers Stored In Public Index

No

Corpus Version

crm-platforms-2026-07-27

Provider Views

  • Provider

    openai

    Board Slug

    crm-platforms-brand-openai-visibility

    Primary Metric Slug

    public-prompt-openai-brand-recommendation-presence

  • Provider

    anthropic

    Board Slug

    crm-platforms-brand-anthropic-visibility

    Primary Metric Slug

    public-prompt-anthropic-brand-recommendation-presence

  • Provider

    gemini

    Board Slug

    crm-platforms-brand-gemini-visibility

    Primary Metric Slug

    public-prompt-gemini-brand-recommendation-presence

Runner Version

4

Canonical Brands

  • Name

    Salesforce

    Aliases
    • Salesforce
    • Salesforce CRM
    • Agentforce Sales
    • Sales Cloud
    Entity Slug

    salesforce

    Primary Domain

    salesforce.com

    Citation Domains
    • salesforce.com
    • help.salesforce.com
    Case Sensitive Aliases
    • Name

      Microsoft Dynamics 365

      Aliases
      • Microsoft Dynamics 365
      • Dynamics 365 Sales
      • Dynamics CRM
      Entity Slug

      microsoft-dynamics-365

      Primary Domain

      microsoft.com

      Citation Domains
      • microsoft.com
      • learn.microsoft.com
      Case Sensitive Aliases
      • Name

        HubSpot

        Aliases
        • HubSpot
        • HubSpot CRM
        • HubSpot Sales Hub
        Entity Slug

        hubspot

        Primary Domain

        hubspot.com

        Citation Domains
        • hubspot.com
        • knowledge.hubspot.com
        Case Sensitive Aliases
        • Name

          Oracle Sales

          Aliases
          • Oracle Sales
          • Oracle CX Sales
          • Oracle CRM
          Entity Slug

          oracle-cx-sales

          Primary Domain

          oracle.com

          Citation Domains
          • oracle.com
          • docs.oracle.com
          Case Sensitive Aliases
          • Name

            SAP Sales Cloud

            Aliases
            • SAP Sales Cloud
            • SAP CRM
            • SAP Customer Experience
            Entity Slug

            sap-sales-cloud

            Primary Domain

            sap.com

            Citation Domains
            • sap.com
            • help.sap.com
            Case Sensitive Aliases
            • Name

              Zoho CRM

              Aliases
              • Zoho CRM
              • Zoho
              Entity Slug

              zoho-crm

              Primary Domain

              zoho.com

              Citation Domains
              • zoho.com
              • help.zoho.com
              Case Sensitive Aliases
              • Name

                Pipedrive

                Aliases
                • Pipedrive
                • Pipedrive CRM
                Entity Slug

                pipedrive

                Primary Domain

                pipedrive.com

                Citation Domains
                • pipedrive.com
                • support.pipedrive.com
                Case Sensitive Aliases
                • Name

                  Freshsales

                  Aliases
                  • Freshsales
                  • Freshsales Suite
                  • Freshworks CRM
                  Entity Slug

                  freshsales

                  Primary Domain

                  freshworks.com

                  Citation Domains
                  • freshworks.com
                  • support.freshsales.io
                  Case Sensitive Aliases
                  • Name

                    SugarCRM

                    Aliases
                    • SugarCRM
                    • Sugar Sell
                    Entity Slug

                    sugarcrm

                    Primary Domain

                    sugarcrm.com

                    Citation Domains
                    • sugarcrm.com
                    • support.sugarcrm.com
                    Case Sensitive Aliases
                    • Name

                      Creatio

                      Aliases
                      • Creatio
                      • Creatio CRM
                      Entity Slug

                      creatio

                      Primary Domain

                      creatio.com

                      Citation Domains
                      • creatio.com
                      • academy.creatio.com
                      Case Sensitive Aliases
                      • Creatio
                    • Name

                      monday CRM

                      Aliases
                      • monday CRM
                      • monday sales CRM
                      Entity Slug

                      monday-crm

                      Primary Domain

                      monday.com

                      Citation Domains
                      • monday.com
                      • support.monday.com
                      Case Sensitive Aliases
                      • Name

                        Copper

                        Aliases
                        • Copper CRM
                        • Copper
                        Entity Slug

                        copper-crm

                        Primary Domain

                        copper.com

                        Citation Domains
                        • copper.com
                        • support.copper.com
                        Case Sensitive Aliases
                        • Copper
                      • Name

                        Insightly

                        Aliases
                        • Insightly
                        • Insightly CRM
                        Entity Slug

                        insightly

                        Primary Domain

                        insightly.com

                        Citation Domains
                        • insightly.com
                        • support.insightly.com
                        Case Sensitive Aliases
                        • Name

                          Close

                          Aliases
                          • Close CRM
                          • Close
                          Entity Slug

                          close-crm

                          Primary Domain

                          close.com

                          Citation Domains
                          • close.com
                          • help.close.com
                          Case Sensitive Aliases
                          • Close
                        • Name

                          Attio

                          Aliases
                          • Attio
                          • Attio CRM
                          Entity Slug

                          attio

                          Primary Domain

                          attio.com

                          Citation Domains
                          • attio.com
                          • docs.attio.com
                          Case Sensitive Aliases
                          • Name

                            Nutshell

                            Aliases
                            • Nutshell CRM
                            • Nutshell
                            Entity Slug

                            nutshell-crm

                            Primary Domain

                            nutshell.com

                            Citation Domains
                            • nutshell.com
                            • support.nutshell.com
                            Case Sensitive Aliases
                            • Nutshell

                          Benchmark Version

                          4-crm-platforms-2026-07-27-models-64232fd32583

                          Evaluation Surface

                          Search

                          A common Rank.ai web-search tool is available to all three configured models.

                          Gateway

                          Rank.ai's configured OpenRouter-compatible gateway

                          Not Consumer Products

                          Results measure the configured model/API runs, not the ChatGPT, Claude, or Gemini consumer application interfaces.

                          Strict Completeness

                          Prompt Count

                          12

                          Provider Count

                          3

                          Required Successful Runs

                          36

                          Measurement Semantics

                          Confidence

                          A value of 1.0 means the complete frozen cohort passed the deterministic extraction and publication gates; it is not a statistical confidence interval.

                          Citation Share Denominator

                          Distinct answer-level HTTP(S) citation URLs whose URL-derived hostname matches any reviewed brand domain.

                          Presence Share Denominator

                          The sum of reviewed-brand answer-presences. One answer may contribute presence to multiple brands.

                          Mention Coverage Denominator

                          36 answers: all 12 prompts multiplied by 3 configured providers.

                          Provider Citation Share Denominator

                          Distinct reviewed-brand-domain citations within the named configured model API provider's 20-answer cohort.

                          Recommendation Presence Denominator

                          24 answers: recommendation-intent prompts multiplied by 3 configured providers.

                          Provider Mention Coverage Denominator

                          12 prompts for the named configured model API provider.

                          Provider Recommendation Presence Denominator

                          8 recommendation-intent prompts for the named configured model API provider.

                          Provider Matrix Version

                          64232fd32583

                          Recommendation Semantics

                          Presence means mentioned or cited in an answer to a recommendation-intent prompt. It does not claim positive recommendation, endorsement, or sentiment.

                          Enter your website. In about two minutes, Rank.ai asks ChatGPT, Claude and Gemini 12 questions your customers ask and grades how often they name you.

                          • Your grade out of 100How often AI names you, cites your site, and how high it ranks you.
                          • Who gets namedEvery competitor in the answers, most named first.
                          • The pages AI readsThe sources behind each answer.
                          • Three fixesWhat to fix first, with a brief for the first article.