CRM software: what AI recommends, November 2026

2Where the AIs disagree

Among the top 15, the brands with the largest gap between the AI that recommended them most and the AI that recommended them least.

3How each AI answers

Gemini answered 14 of 60 questions without running any web search. That is the model Citewake asked, gemini-3.1-flash-lite, through its API with search available. Across all four AIs, 714 searches were run; 29.7% of them included a year. Every page Gemini reported was one it cited, so its pages found and cited match.

5Agreement

On 45 of the 60 questions all four AIs recommended a brand first; they named the same brand first on 7.

6Method in brief

• Questions. 60 scored questions in three tiers (head, mid, tail), written as a buyer would ask them and never naming a brand: 46 decision questions and 14 informational. See the list. A further 15 validation questions are kept private.
• Asking. Each question was asked once of each AI through its official API, with its own web search on and no location sent. Models: ChatGPT: gpt-6-luna; Claude: claude-haiku-5-5; Gemini: gemini-3.1-flash-lite; Perplexity: perplexity/sonar.
• Collection. 29 October 2026, 09:07–09:43 UTC. 240 valid answers of 240 planned: 219 named at least one brand, 21 named none.
• Reading. One grand master model (Claude Opus 5.5) read the four answers to each question side by side and marked each brand as recommended, mentioned or negative. A brand counts only if its name appears word for word in the answer.
• Measure. Recommendation rate is the share of decision answers in which the AI recommended the brand. The overall rate weights each AI and each tier equally, so it can differ slightly from a raw count. Intervals are 90%, from a cluster bootstrap that resamples whole questions. Here the base is 184 decision answers (46 decision questions, 46 answers from each AI).
• Method. v0.8, benchmark v1, scoring run 20261029T102459297Z. The full method: citewake.com/methodology.

7Limitations

• One run. Each question was asked once of each AI, in one 36-minute window. AI answers vary from run to run; the intervals cover variation across questions, not repeat runs.
• English, no market. Questions were in English and no location was sent, so the results describe no particular country.
• Spellings merged. ringsai was counted as rings.
• Benchmark figures, not market share. These are benchmark visibility figures across a fixed bank of questions with equal weight per tier, not estimates of market share.
• Some how-to questions tagged as decisions. In benchmark v1, 1 how-to questions in this category were tagged as decision questions. Recommendation rates count every decision question, so these slightly lower all brands' rates alike.
• Top picks are rare. Most answers do not name a single best choice. Even HubSpot was the top pick in only 12.3% of decision answers, so this report ranks by recommendation rate.

8Disclosure

Citewake is operated by the team that also builds aipozi, Biotree and livedot. Biotree and livedot appear in these categories. They were measured by the same method as every other brand, with no adjustment. None of them was named in this category.

9The questions

Each question links to its page, with the four answers in full, the brands read from them and the pages they cited.

10Data

• Every answer: all 240 in full, with the searches each AI ran, the sites it found and cited, and the brands readCSVJSON
• All 263 brands, every measureCSVJSON
• The reportPDF

Licence: CC BY 4.0. Use and share with credit to Citewake.

11How to cite

Citewake. (2026). CRM software: what AI recommends, November 2026 (Edition 1) [Data set]. https://doi.org/10.5281/zenodo.23763255

@techreport{citewake202611crmsoftware,
  author      = {{Citewake}},
  title       = {{CRM software: what AI recommends, November 2026}},
  institution = {Citewake},
  type        = {Edition 1, data set},
  year        = {2026},
  month       = oct,
  version     = {1},
  doi         = {10.5281/zenodo.23763255},
  url         = {https://citewake.com/editions/2026-11/crm-software},
  note        = {Licensed CC BY 4.0}
}