# Best AI Sales Assistant Software for Small Business *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* Products classified in the overall AI Sales Assistant category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business AI Sales Assistant to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business AI Sales Assistant category. In addition to qualifying for inclusion in the AI Sales Assistant Software category, to qualify for inclusion in the Small Business AI Sales Assistant Software category, a product must have at least 10 reviews left by a reviewer from a small business. ## Category Overview **Total Products under this Category:** 638 ## Trust & Credibility Stats **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 168,700+ Authentic Reviews - 638+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## Top-Rated Products (Ranked by G2 Score) ### 1. [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) Sales Hub combines sales engagement tools, AI-powered productivity features, and workflow automation into a unified platform designed to help growing teams close deals faster. Core Value Proposition: Sales Hub addresses common sales challenges: inefficient manual processes that slow deal velocity, fragmented customer information creating incomplete context, and complex software requiring extensive training and ongoing administration. Built on the HubSpot Smart CRM, Sales Hub connects customer data and sales tools in a single unified system. Key Capabilities Sales Engagement Tools: Sales Hub provides email tracking, meeting scheduling, document sharing, and communication templates that streamline prospect interactions and eliminate administrative friction in the sales process. AI-Powered Productivity: The platform includes AI features that automate repetitive tasks, suggest next actions based on deal context, and surface relevant customer insights, helping representatives focus on selling rather than administrative work. Unified Customer View: Because all customer data, communication history, and deal information exists within the Smart CRM, sales representatives see complete context without toggling between systems. This includes visibility into marketing interactions, service tickets, and prior sales conversations. Workflow Automation: Sales Hub automates routine sales processes, ensuring consistent execution without manual coordination. Sales Hub vs. Alternatives: Unlike legacy CRM systems functioning primarily as databases requiring extensive customization, Sales Hub includes engagement tools, automation, and AI capabilities as native features rather than add-ons requiring integration. This eliminates the complexity of purchasing separate tools for email tracking, meeting scheduling, document management, and sales analytics. Sales Hub's intuitive interface reduces training time for new team members compared to traditional sales platforms requiring extensive technical knowledge. Teams benefit from fast onboarding, seamless alignment through shared data visibility, and flexible scaling. Who Should Use Sales Hub Sales Hub serves growing sales teams needing to increase productivity without adding headcount, sales representatives requiring complete customer context during buyer conversations, and sales leaders seeking pipeline visibility through unified reporting. The platform scales from small sales teams to enterprise organizations. Outcome Sales Hub helps teams sell smarter, not harder, enabling reps to get richer context and better insights at every step of the buyer journey. **Average Rating:** 4.4/5.0 **Total Reviews:** 13,055 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.4/10) - **Peformance Tracking:** 8.8/10 (Category avg: 8.4/10) - **Integrations / APIs:** 8.6/10 (Category avg: 8.6/10) - **Coaching :** 8.3/10 (Category avg: 8.4/10) **Seller Details:** - **Seller:** [HubSpot](https://www.g2.com/sellers/hubspot) - **Company Website:** https://www.HubSpot.com - **Year Founded:** 2006 - **HQ Location:** Cambridge, MA - **Twitter:** @HubSpot (785,747 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/68529/ (11,979 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Account Executive, Sales Development Representative - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 60% Small-Business, 35% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (1430 reviews) - Features (831 reviews) - Helpful (760 reviews) - Lead Management (671 reviews) - Intuitive (617 reviews) **Cons:** - Missing Features (500 reviews) - Limited Features (472 reviews) - Learning Curve (447 reviews) - Expensive (344 reviews) - Limited Customization (319 reviews) ### 2. [Apollo.io](https://www.g2.com/products/apollo-io/reviews) Apollo.io is an AI-powered go-to-market (GTM) platform that helps revenue teams find, engage, and manage B2B buyers across the entire sales cycle. Apollo.io is the company behind the industry’s first fully agentic GTM platform, transforming how revenue teams execute. Going beyond automation, Apollo’s intelligent agents actively drive results across the entire sales funnel – from prospecting to deal management – all in one place. Trusted by millions of users and hundreds of thousands of companies – including Anthropic, Autodesk, and Docusign – Apollo is making world-class go-to-market simple, intelligent, and accessible for all. Apollo serves sales development representatives, account executives, sales leaders, revenue operations, and marketing teams at B2B organizations of various sizes. Teams use Apollo to build and maintain target account lists, orchestrate outbound and inbound motions, manage opportunities, and understand which activities lead to qualified pipeline and closed revenue. Key capabilities include: Data and targeting: Access to a large B2B database with company and contact details, including firmographic, technographic, and buyer signal data, so users can define ideal customer profiles and create precise segments for outreach. Prospecting and enrichment: Tools to search, filter, and save prospect lists, plus enrichment workflows that keep contact and account records up to date in Apollo and connected systems such as CRM. Sales engagement: Multi-step, multi-channel sequences for email, calls, and tasks that standardize how reps follow up with prospects, with controls for timing, throttling, and deliverability. Agentic and AI-assisted workflows: Intelligent agents and AI features that help with account research, lead scoring, message generation, and next-step recommendations so reps can prioritize and personalize at scale. Deal and activity management: Basic CRM-style functionality for tracking opportunities, stages, activities, and notes, giving teams a single view of pipeline health and sales performance. By combining data, engagement, and deal execution in one platform, Apollo is designed to reduce the number of disconnected tools in a typical GTM stack and provide a consistent workflow for building pipeline and managing deals. This helps organizations improve data quality, increase seller productivity, and run more structured, measurable go-to-market programs. **Average Rating:** 4.7/5.0 **Total Reviews:** 9,259 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.4/10) - **Peformance Tracking:** 8.4/10 (Category avg: 8.4/10) - **Integrations / APIs:** 8.3/10 (Category avg: 8.6/10) - **Coaching :** 7.9/10 (Category avg: 8.4/10) **Seller Details:** - **Seller:** [Apollo.io](https://www.g2.com/sellers/apollo-io) - **Company Website:** https://www.apollo.io/ - **Year Founded:** 2015 - **HQ Location:** San Francisco, CA - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Account Executive, Business Development Manager - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 67% Small-Business, 29% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (1680 reviews) - Lead Generation (1400 reviews) - Features (1393 reviews) - Helpful (1390 reviews) - Time-saving (1152 reviews) **Cons:** - Missing Features (597 reviews) - Inaccurate Data (503 reviews) - Learning Curve (474 reviews) - Data Inaccuracy (458 reviews) - Limited Features (454 reviews) ### 3. [Fathom](https://www.g2.com/products/fathom-video/reviews) Fathom is the #1-rated AI meeting partner that captures what matters and turns every conversation into clear, actionable outcomes. It surfaces decisions, makes every meeting searchable, and syncs insights directly into CRM and productivity tools – eliminating manual work. Named to G2’s 2026 Best Software Awards Top 100, and recognized by HubSpot as its 2025 Most Used App of the Year, Fathom is trusted by hundreds of thousands of companies worldwide to help individuals stay focused, teams stay aligned, and organizations move faster. **Average Rating:** 5.0/5.0 **Total Reviews:** 6,715 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.4/10) - **Peformance Tracking:** 8.3/10 (Category avg: 8.4/10) - **Integrations / APIs:** 8.9/10 (Category avg: 8.6/10) - **Coaching :** 8.5/10 (Category avg: 8.4/10) **Seller Details:** - **Seller:** [Fathom](https://www.g2.com/sellers/fathom) - **Company Website:** https://www.fathom.ai/ - **Year Founded:** 2020 - **HQ Location:** San Francisco, CA - **LinkedIn® Page:** https://www.linkedin.com/company/fathom-video (171 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** CEO, Founder - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 78% Small-Business, 19% Mid-Market #### Pros & Cons **Pros:** - AI Summary (1502 reviews) - Accuracy (1444 reviews) - Helpful (1365 reviews) - Ease of Use (1361 reviews) - Note-taking (1115 reviews) **Cons:** - Meeting Management (415 reviews) - Recording Issues (342 reviews) - Missing Features (249 reviews) - Call Issues (213 reviews) - Recording Limitations (212 reviews) ### 4. [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) Accelerate revenue from pipeline to paycheck with Salesforce Sales Cloud - your complete growth platform that brings together the power of humans with agents at every step of the sales cycle. Boost productivity with automation and drive revenue with an integrated growth platform. The future of sales is here, and with Agentforce, we’re helping teams unlock their full potential - making them limitless. Build Pipeline Faster with AI Agents: Sales Agents Sales AI Sales Engagement Sales Programs Buyer Engagement Accelerate Productivity with Automation: Sales Data Sales Analytics Sales Team Productivity Revenue Intelligence Drive Revenue on an Integrated Platform: Revenue Lifecycle Management and CPQ Sales Performance Management Partner Relationship Management **Average Rating:** 4.4/5.0 **Total Reviews:** 24,493 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 9.4/10) - **Peformance Tracking:** 8.8/10 (Category avg: 8.4/10) - **Integrations / APIs:** 8.8/10 (Category avg: 8.6/10) - **Coaching :** 8.4/10 (Category avg: 8.4/10) **Seller Details:** - **Seller:** [Salesforce](https://www.g2.com/sellers/salesforce) - **Company Website:** https://www.salesforce.com/ - **Year Founded:** 1999 - **HQ Location:** San Francisco, CA - **Twitter:** @salesforce (581,281 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3185/ (88,363 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 46% Mid-Market, 34% Enterprise #### Pros & Cons **Pros:** - Ease of Use (3658 reviews) - Features (3167 reviews) - Lead Management (2051 reviews) - Customization (1641 reviews) - Customizability (1620 reviews) **Cons:** - Learning Curve (1831 reviews) - Limitations (1412 reviews) - Missing Features (1147 reviews) - Limited Features (1126 reviews) - Expensive (1109 reviews) ### 5. [B2B Rocket](https://www.g2.com/products/b2b-rocket/reviews) B2B Rocket is an AI-driven sales automation platform designed to streamline the B2B sales process by automating lead generation, engagement, and conversion. By leveraging proprietary AI agents, it enables businesses to efficiently manage the entire sales lifecycle, from identifying potential leads to closing deals, without the need for extensive human intervention. Key Features and Functionality: - AI-Powered BDR Agents: Automate cold email marketing and lead engagement across multiple channels, including email, LinkedIn, WhatsApp, and SMS. - Multi-Channel Outreach: Facilitate communication through various platforms to maximize reach and engagement. - Lead Database Access: Provide access to a vast database containing emails, phone numbers, and over 1 billion data points, enabling efficient lead identification and contact. - Unified Inbox & CRM: Centralize communications and manage deals, track leads, and schedule appointments effortlessly within a single platform. - Email Warm-Up and Validation: Enhance email deliverability and maintain a clean contact list by warming up email accounts and validating addresses. - Advanced Analytics & Insights: Monitor campaign performance and gain actionable insights to optimize sales strategies. Primary Value and Solutions Provided: B2B Rocket addresses common challenges in B2B sales by automating repetitive tasks, reducing the need for large sales teams, and enhancing lead quality through intelligent targeting. Its AI agents handle the time-consuming aspects of sales outreach, allowing businesses to focus on building customer relationships and closing deals. By integrating multi-channel communication and providing a comprehensive CRM system, B2B Rocket ensures a cohesive and efficient sales process. The platform's data-driven approach and advanced analytics empower businesses to make informed decisions, ultimately driving revenue growth and operational efficiency. **Average Rating:** 4.8/5.0 **Total Reviews:** 296 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.4/10) - **Peformance Tracking:** 9.3/10 (Category avg: 8.4/10) - **Integrations / APIs:** 9.2/10 (Category avg: 8.6/10) - **Coaching :** 9.0/10 (Category avg: 8.4/10) **Seller Details:** - **Seller:** [B2B Rocket](https://www.g2.com/sellers/b2b-rocket) - **HQ Location:** Sheridan, Wyoming - **LinkedIn® Page:** https://www.linkedin.com/company/b2b-rocket (158 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Virtual Assistant - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 89% Small-Business, 9% Mid-Market #### Pros & Cons **Pros:** - Automation (96 reviews) - Ease of Use (91 reviews) - Lead Generation (90 reviews) - Time-saving (57 reviews) - Helpful (44 reviews) **Cons:** - Learning Curve (38 reviews) - Limited Customization (37 reviews) - Expensive (21 reviews) - Missing Features (14 reviews) - Complexity (12 reviews) ### 6. [Instantly](https://www.g2.com/products/instantly/reviews) Instantly turns leads into clients with Automated Outreach, Deliverability Network, Sales Engagement, B2B Lead Database & AI-Powered CRM. Find your leads, create your campaigns, connect your sending accounts, and watch those leads turn into customers - with one, flat-fee subscription. Founded in 2021, Instantly is the leading sales engagement platform used by more than 35,000 customers, from solopreneurs to global agencies. Our goal is to be the simplest tool on the market to make money with cold email. **Average Rating:** 4.8/5.0 **Total Reviews:** 4,061 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.4/10) - **Peformance Tracking:** 9.2/10 (Category avg: 8.4/10) - **Integrations / APIs:** 9.0/10 (Category avg: 8.6/10) - **Coaching :** 8.8/10 (Category avg: 8.4/10) **Seller Details:** - **Seller:** [Instantly](https://www.g2.com/sellers/instantly) - **Company Website:** https://instantly.ai - **Year Founded:** 2001 - **HQ Location:** Sheridan, US - **LinkedIn® Page:** https://www.linkedin.com/company/instantlyapp/ (211 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Founder, CEO - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 93% Small-Business, 4% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (686 reviews) - Helpful (497 reviews) - Customer Support (491 reviews) - Features (367 reviews) - Time-saving (354 reviews) **Cons:** - Expensive (198 reviews) - Missing Features (190 reviews) - Email Management (126 reviews) - Learning Curve (105 reviews) - Email Issues (104 reviews) ### 7. [Synthflow](https://www.g2.com/products/synthflow/reviews) Synthflow provides enterprise-ready voice AI agents that automate inbound and outbound phone calls. Businesses use Synthflow to handle appointment scheduling, lead qualification, customer support, and call routing through natural, conversational voice technology. With a no-code builder, 200+ integrations, and deployment in under 3 weeks, Synthflow makes it easy for teams to scale automation without engineering effort. AI agents operate with sub-500ms latency in 30+ languages and meet global compliance standards (SOC 2, HIPAA, GDPR). Organizations across healthcare, real estate, insurance, and e-commerce use Synthflow to improve customer experience, reduce manual workload, and ensure calls are answered 24/7. **Average Rating:** 4.5/5.0 **Total Reviews:** 1,003 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 9.4/10) - **Peformance Tracking:** 7.8/10 (Category avg: 8.4/10) - **Integrations / APIs:** 8.1/10 (Category avg: 8.6/10) - **Coaching :** 7.6/10 (Category avg: 8.4/10) **Seller Details:** - **Seller:** [ AgentFlow AI GmbH](https://www.g2.com/sellers/agentflow-ai-gmbh) - **Company Website:** https://synthflow.ai/pricing - **Year Founded:** 2023 - **HQ Location:** Berlin, DE - **LinkedIn® Page:** https://www.linkedin.com/company/synthflowai/ (72 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** CEO, Founder - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 92% Small-Business, 7% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (364 reviews) - Setup Ease (148 reviews) - Easy Integrations (143 reviews) - Integrations (140 reviews) - Easy Setup (112 reviews) **Cons:** - Expensive (145 reviews) - Cost Limitations (97 reviews) - Learning Curve (59 reviews) - Missing Features (38 reviews) - Limited Customization (36 reviews) ### 8. [ZoomInfo Sales](https://www.g2.com/products/zoominfo-sales/reviews) ZoomInfo Sales is a comprehensive sales execution solution designed to empower sales teams by transforming data into actionable insights within a single, unified platform. This innovative tool integrates three core products—ZoomInfo Sales, Copilot, and GTM Workspace—each tailored to enhance the sales process and improve efficiency. The ZoomInfo Sales component stands out as a leading B2B sales prospecting platform, offering access to an extensive database that includes over 70 million direct dial phone numbers, 174 million verified email addresses, and 500 million professional profiles. This wealth of information enables sales professionals to identify and connect with potential clients effectively. Additionally, the platform tracks buyer intent, monitors website visitors, and processes over one billion buying signals each month, ensuring that users have access to timely and relevant data. With a significant annual investment in data quality, ZoomInfo guarantees that the intelligence provided is both accurate and reliable, as it is meticulously verified rather than scraped from unreliable sources. Copilot serves as an AI-driven sales assistant that centralizes critical data and signals, allowing sales representatives to prioritize accounts and uncover opportunities more efficiently. By providing custom account summaries, personalized recommendations, and tailored email communications, Copilot streamlines the research process, saving sellers an estimated 10 hours each week. Its seamless integration with existing CRM systems ensures that users receive real-time alerts on account changes, enabling timely engagement with customers and prospects. GTM Workspace further enhances the sales process by shifting teams from a reactive to a proactive approach. This AI-powered workspace consolidates insights from various systems into a single view, allowing sales professionals to manage their workflows more effectively. AI agents within GTM Workspace conduct account research, generate follow-up tasks, monitor signals, draft outreach communications, and suggest next best actions. This holistic approach ensures that sales teams can operate efficiently, making informed decisions based on comprehensive insights. Overall, ZoomInfo Sales provides a robust solution for sales teams looking to optimize their processes and drive better results. By combining accurate data, AI-driven insights, and streamlined workflows, it enables users to focus on what matters most—building relationships and closing deals. **Average Rating:** 4.5/5.0 **Total Reviews:** 8,832 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.4/10) - **Peformance Tracking:** 8.3/10 (Category avg: 8.4/10) - **Integrations / APIs:** 8.5/10 (Category avg: 8.6/10) - **Coaching :** 8.3/10 (Category avg: 8.4/10) **Seller Details:** - **Seller:** [ZoomInfo](https://www.g2.com/sellers/zoominfo-26a9872a-d61e-4832-ab53-5e972b230706) - **Company Website:** https://www.zoominfo.com/ - **Year Founded:** 2000 - **HQ Location:** Vancouver, WA - **Twitter:** @ZoomInfo (23,496 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/zoominfo/ (4,353 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Account Executive, Sales Development Representative - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 48% Mid-Market, 26% Enterprise #### Pros & Cons **Pros:** - Contact Information (413 reviews) - Ease of Use (403 reviews) - Data Accuracy (384 reviews) - Features (334 reviews) - Helpful (324 reviews) **Cons:** - Inaccurate Data (232 reviews) - Outdated Data (232 reviews) - Outdated Contacts (215 reviews) - Data Inaccuracy (188 reviews) - Outdated Information (172 reviews) ### 9. [Substrata](https://www.g2.com/products/substrata-substrata/reviews) Substrata analyzes behavioral data to uncover attitudes, emotions, intentions and power dynamics, helping dealmakers sell smarter and close more deals. **Average Rating:** 4.9/5.0 **Total Reviews:** 1,107 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.4/10) - **Peformance Tracking:** 9.5/10 (Category avg: 8.4/10) - **Integrations / APIs:** 9.2/10 (Category avg: 8.6/10) - **Coaching :** 9.4/10 (Category avg: 8.4/10) **Seller Details:** - **Seller:** [Substrata](https://www.g2.com/sellers/substrata-221a11cc-8331-453c-b030-2fd1cd2f19ea) - **Company Website:** https://www.substrata.me/ - **Year Founded:** 2020 - **HQ Location:** Tel Aviv, Israel - **Twitter:** @SubstrataHQ (519 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/substrata-company/ (23 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Sales Development Representative, Project Manager - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 45% Small-Business, 40% Mid-Market #### Pros & Cons **Pros:** - Accuracy (550 reviews) - Helpful (468 reviews) - Conversation Analysis (401 reviews) - Insights (349 reviews) - Time-saving (283 reviews) **Cons:** - Learning Curve (316 reviews) - Limited Customization (148 reviews) - Complexity (118 reviews) - Time-Consuming (103 reviews) - Dashboard Issues (100 reviews) ### 10. [Salesloft](https://www.g2.com/products/salesloft/reviews) Salesloft powers durable revenue growth for the world’s most demanding companies. The industry-leading Revenue Orchestration Platform uses purpose-built AI to help market-facing teams prioritize and take action on what matters most, from first touch to upsell and renewal. Targeting a diverse audience that includes sales professionals, marketing teams, and revenue operations leaders, Salesloft is used successfully by organizations of all sizes. More than 5,000 customers including Google, 3M, IBM, Shopify, Square, and Cisco gain a performance force multiplier with Salesloft by shifting to a durable revenue engagement model, helping them solve the complexities of modern B2B sales and unlock revenue efficiency. Salesloft provides a suite of capabilities and solutions designed to support modern sales teams, including advanced analytics, sales forecasting, sales automation, sales coaching, deal management, revenue intelligence, sales engagement, conversation intelligence, and integrated communication capabilities. With Salesloft's Revenue Orchestration Platform powering a durable revenue engagement model, businesses can unlock profitable, efficient growth. For more information visit&nbsp;www.salesloft.com. **Average Rating:** 4.5/5.0 **Total Reviews:** 4,148 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.4/10) - **Peformance Tracking:** 10.0/10 (Category avg: 8.4/10) - **Integrations / APIs:** 10.0/10 (Category avg: 8.6/10) - **Coaching :** 9.6/10 (Category avg: 8.4/10) **Seller Details:** - **Seller:** [Salesloft](https://www.g2.com/sellers/salesloft) - **Company Website:** https://salesloft.com - **Year Founded:** 2011 - **HQ Location:** Atlanta, GA - **Twitter:** @Salesloft (18,445 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2296178/ (1,137 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Account Executive, Sales Development Representative - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 56% Mid-Market, 23% Small-Business #### Pros & Cons **Pros:** - Ease of Use (256 reviews) - Helpful (158 reviews) - Features (155 reviews) - Automation (146 reviews) - Time-saving (138 reviews) **Cons:** - Missing Features (95 reviews) - Call Issues (65 reviews) - Integration Issues (62 reviews) - Learning Curve (60 reviews) - Limitations (55 reviews) ### 11. [Lindy](https://www.g2.com/products/lindy-lindy/reviews) Lindy is an AI workflow automation platform that helps businesses streamline operations by handling repetitive tasks at scale. With Lindy, you can build AI agents—without writing a single line of code—to automate tasks like responding to emails, scheduling meetings, enriching leads, recording and summarizing calls, and more. Key Features: ✅ No-Code AI Agent Builder – Create custom AI-powered assistants in minutes. ✅ 200+ App Integrations – Connect seamlessly with your CRM, email, calendar, and other business tools. ✅ End-to-End Automation – Automate outreach, data entry, meeting summaries, and follow-ups. ✅ Get Started with a Template – Hundred of templates to help you deploy AI agents as executive assistants, customer support chatbots, medical scribes, sales assistants, and more. ✅ Scalable & Adaptable – Customize workflows to fit your business needs, from small teams to enterprises. Check it out at lindy.ai **Average Rating:** 4.9/5.0 **Total Reviews:** 170 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.4/10) - **Peformance Tracking:** 8.9/10 (Category avg: 8.4/10) - **Integrations / APIs:** 9.0/10 (Category avg: 8.6/10) - **Coaching :** 8.6/10 (Category avg: 8.4/10) **Seller Details:** - **Seller:** [Lindy](https://www.g2.com/sellers/lindy) - **Year Founded:** 2023 - **HQ Location:** San Francisco, California, United States - **Twitter:** @getlindy (23,883 Twitter followers) - **LinkedIn® Page:** https://fr.linkedin.com/company/lindyai (66 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** CEO, Founder - **Top Industries:** Marketing and Advertising, Consulting - **Company Size:** 79% Small-Business, 5% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (125 reviews) - Automation (57 reviews) - Intuitive (44 reviews) - Time-saving (42 reviews) - Easy Setup (41 reviews) **Cons:** - Expensive (42 reviews) - High Subscription Cost (35 reviews) - Learning Curve (21 reviews) - Limited Features (14 reviews) - AI Inaccuracy (9 reviews) ### 12. [Close](https://www.g2.com/products/close/reviews) Most CRMs store data. Close helps you act on it. With built-in calling, email, SMS, and automation, your team can reach leads instantly — without stitching together tools. Trusted by 10,000+ teams • 2B+ sales interactions • 4.7★, Close is built to help sales teams move faster and close more deals. Now meet Chloe. Chloe is your AI sales teammate, built into Close. She doesn’t just automate tasks — she takes action. A new lead comes in → Chloe calls instantly A stale lead sits → Chloe re-engages it A deal stalls → Chloe follows up and moves it forward She has real conversations. Qualifies prospects. Books meetings. No scripts. No delays. No dropped leads. Every lead gets a response. Every conversation moves forward. Built into Close. Ready in minutes. Free during early Beta. Limited access. → Join the waitlist: close.com/chloe → Start a free trial: close.com **Average Rating:** 4.7/5.0 **Total Reviews:** 2,010 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.4/10) - **Peformance Tracking:** 8.9/10 (Category avg: 8.4/10) - **Integrations / APIs:** 8.9/10 (Category avg: 8.6/10) - **Coaching :** 8.2/10 (Category avg: 8.4/10) **Seller Details:** - **Seller:** [Close](https://www.g2.com/sellers/close) - **Company Website:** https://close.com - **Year Founded:** 2013 - **HQ Location:** 111 Congress Avenue, Suite 500 Austin, Texas 78701 United States - **Twitter:** @Close (6,582 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2597204/ (205 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** CEO, Founder - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 76% Small-Business, 20% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (819 reviews) - Helpful (482 reviews) - Simple (428 reviews) - Features (426 reviews) - Intuitive (389 reviews) **Cons:** - Missing Features (271 reviews) - Call Issues (194 reviews) - Limited Features (150 reviews) - Learning Curve (101 reviews) - Limited Customization (100 reviews) ### 13. [Exceed.ai](https://www.g2.com/products/exceed-ai/reviews) Exceed.ai is a conversational marketing platform that helps marketers drive more pipeline from email and website visitors. Exceed AI Assistant works 24/7/365 alongside humans to ensure every lead is followed up with, nurtured, and qualified using two-way email conversations. When a lead is qualified and ready to talk to a human it will go ahead and book a meeting directly on your rep’s calendar. It also automatically updates your CRM and marketing automation platform with the latest lead status when leads are qualified, change jobs, leave the company, are not the right person, or ask to be contacted at a later time. Learn how leading companies like Elkem, On24, SugarCRM, Hearst, Comeet and others use Exceed.ai to Exceed their goals at https://exceed.ai/ Businesses use Exceed for: 1. Inbound lead follow up - Immediately respond to and follow-up with incoming leads 2. Convert website visitors into leads via chatbot 3. Qualify leads (MQLs) - Verify a lead's intent and qualify before handing it to sales 4. Sales touched but unresponsive - Follow-up after a rep has attempted outreach but the lead has been unresponsive. 5. Activation of cold/dormant leads - Initiate contact with prospects that previously expressed interest 6. Up-sell - Readout to free users to identify if they are ready to converse with a human rep 7. Low scoring and recently engaged leads - Reach out to leads that recently engaged in low-scoring, first-touch activities like content syndication, social media etc **Average Rating:** 4.6/5.0 **Total Reviews:** 84 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.4/10) - **Peformance Tracking:** 9.6/10 (Category avg: 8.4/10) - **Integrations / APIs:** 8.6/10 (Category avg: 8.6/10) - **Coaching :** 9.4/10 (Category avg: 8.4/10) **Seller Details:** - **Seller:** [Genesys](https://www.g2.com/sellers/genesys) - **Year Founded:** 1990 - **HQ Location:** Menlo Park, CA - **Twitter:** @Genesys (32,257 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/601919/ (8,509 employees on LinkedIn®) - **Phone:** +1 650 466 - 1100 **Reviewer Demographics:** - **Top Industries:** Computer Software, Venture Capital & Private Equity - **Company Size:** 59% Small-Business, 35% Mid-Market #### Pros & Cons **Pros:** - Automation (3 reviews) - Helpful (3 reviews) - Lead Generation (3 reviews) - Automation Ease (2 reviews) - Efficiency (2 reviews) **Cons:** - AI Limitations (2 reviews) - Limited Customization (2 reviews) - Complexity (1 reviews) - Difficult Setup (1 reviews) - Inadequate Reporting (1 reviews) ### 14. [Smartsupp](https://www.g2.com/products/smartsupp/reviews) Smartsupp helps businesses grow online sales with advanced AI Shopping Assistants, live chat, multichannel solution and automated workflows. We offer everything you need to grow your online sales: an easy-to-use platform powered with AI, chatbots with various skills and templates, live chat... and much much more you can use to engage your visitors at the right time and convert them into loyal customers in no time. Smartsupp is one of the leading and most trusted chat and chatbot solutions in the world, currently helping over 100,000 webshops and websites. **Average Rating:** 4.7/5.0 **Total Reviews:** 953 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.4/10) - **Peformance Tracking:** 8.0/10 (Category avg: 8.4/10) - **Integrations / APIs:** 8.0/10 (Category avg: 8.6/10) - **Coaching :** 7.8/10 (Category avg: 8.4/10) **Seller Details:** - **Seller:** [Smartsupp](https://www.g2.com/sellers/smartsupp) - **Year Founded:** 2013 - **HQ Location:** Brno, South Moravia - **Twitter:** @SmartsuppCOM (441 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/5005135/ (33 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** CEO, Owner - **Top Industries:** Retail, Apparel & Fashion - **Company Size:** 96% Small-Business, 3% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (126 reviews) - Helpful (76 reviews) - Easy Setup (75 reviews) - Features (69 reviews) - Intuitive (58 reviews) **Cons:** - Expensive (31 reviews) - Cost (21 reviews) - AI Limitations (19 reviews) - Missing Features (18 reviews) - Chat Management (13 reviews) ### 15. [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system. **Average Rating:** 4.1/5.0 **Total Reviews:** 2,802 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 9.4/10) - **Peformance Tracking:** 8.6/10 (Category avg: 8.4/10) - **Integrations / APIs:** 8.6/10 (Category avg: 8.6/10) - **Coaching :** 9.0/10 (Category avg: 8.4/10) **Seller Details:** - **Seller:** [Zoho](https://www.g2.com/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704) - **Year Founded:** 1996 - **HQ Location:** Austin, TX - **Twitter:** @Zoho (137,251 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/38373/ (30,531 employees on LinkedIn®) - **Phone:** +1 (888) 900-9646 **Reviewer Demographics:** - **Who Uses This:** Owner, CEO - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 62% Small-Business, 33% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (271 reviews) - Features (172 reviews) - Integrations (140 reviews) - Lead Management (116 reviews) - Easy Integrations (115 reviews) **Cons:** - Learning Curve (112 reviews) - Limited Features (71 reviews) - Integration Issues (70 reviews) - Complexity (68 reviews) - Poor Customer Support (67 reviews) ### 16. [D&B Hoovers](https://www.g2.com/products/dun-bradstreet-d-b-hoovers/reviews) D&B Hoovers is the shortcut to reach buyers and win deals. D&B Hoovers offers deeper B2B intelligence to Sales, Marketing, and RevOps teams to help you… · Discover you opportune market · Prioritize your best prospects · Close more deals, faster The D-U-N-S Number Difference · 272M+ company profiles, with 37M+ corporate linkages and Decision HQ · 412M+ verified contacts, including mobile numbers, LinkedIn profiles, and site location · 175+ targeting filters Reach your ideal buyer · Ideal Customer Profile and Total Addressable Market visualizations · 1st-party data integration · Bombora, Visitor Intelligence, and D&B Custom Intent data Spark conversations that resonate · Company news, org charts, tech infrastructure, and financial insights · Real-time opportunity triggers · Analyst research, competitive comparisons, industry forecasts Backed by the Dun & Bradstreet Data Cloud, D&B Hoovers and D&B Hoovers Audience Builder were built to ease the burden on sales and marketing teams, powering faster, smarter, and more precise prospecting. **Average Rating:** 4.1/5.0 **Total Reviews:** 772 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 8.1/10 (Category avg: 9.4/10) - **Peformance Tracking:** 8.2/10 (Category avg: 8.4/10) - **Integrations / APIs:** 8.3/10 (Category avg: 8.6/10) - **Coaching :** 8.7/10 (Category avg: 8.4/10) **Seller Details:** - **Seller:** [Dun & Bradstreet](https://www.g2.com/sellers/dun-bradstreet) - **Company Website:** https://www.dnb.com - **HQ Location:** Short Hills, NJ - **Twitter:** @DunBradstreet (22,552 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2385/ (5,816 employees on LinkedIn®) - **Ownership:** NYSE: DNB **Reviewer Demographics:** - **Who Uses This:** Account Executive, Business Development Representative - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 37% Enterprise, 31% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (51 reviews) - Contact Information (50 reviews) - Accuracy (37 reviews) - Data Accuracy (36 reviews) - Accuracy of Information (31 reviews) **Cons:** - Outdated Data (32 reviews) - Inaccurate Data (24 reviews) - Inaccuracy (22 reviews) - Outdated Information (22 reviews) - Missing Features (18 reviews) ### 17. [Vendasta AI Platform](https://www.g2.com/products/vendasta-ai-platform/reviews) From agency to enterprise, the Vendasta platform is the only end-to-end management software for selling digital solutions to local businesses. Consolidate your tech stack, acquire new clients, and bill and fulfill projects—all within a single platform. Vendasta turns complex data and instructions into easy-to-manage AI employees that work across the Vendasta platform, so businesses can grow while staying focused on what they do best. Vendasta’s AI employees come pre-configured with the skills and personality to fit any business. You can easily customize them using simple language too—no coding required. Whether it’s lead capture, automating customer communication, or managing content, the AI employees have you covered. **Average Rating:** 4.5/5.0 **Total Reviews:** 491 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.4/10) - **Peformance Tracking:** 10.0/10 (Category avg: 8.4/10) - **Integrations / APIs:** 10.0/10 (Category avg: 8.6/10) - **Coaching :** 10.0/10 (Category avg: 8.4/10) **Seller Details:** - **Seller:** [Vendasta](https://www.g2.com/sellers/vendasta) - **Company Website:** https://www.vendasta.com - **Year Founded:** 2008 - **HQ Location:** Saskatchewan - **Twitter:** @Vendasta (3,916 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/203666/ (754 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Owner, CEO - **Top Industries:** Marketing and Advertising, Management Consulting - **Company Size:** 85% Small-Business, 10% Mid-Market #### Pros & Cons **Pros:** - Helpful (52 reviews) - Customer Support (42 reviews) - Ease of Use (42 reviews) - Features (28 reviews) - Customer Service (26 reviews) **Cons:** - Learning Curve (24 reviews) - Limited Features (18 reviews) - Difficult Learning (16 reviews) - Missing Features (16 reviews) - Complexity (13 reviews) ### 18. [Humantic AI](https://www.g2.com/products/humantic-ai/reviews) Humantic AI is a comprehensive buyer intelligence suite that turns enterprise sellers into experts about their buyers’ business. This includes vital insights about each target account’s business objectives as well as key decision drivers for the people within that organization. Its customers include industry pioneers across a variety of sectors like AWS, Expedient, Mitel, and Sandler. It is also taught as part of coursework at universities like Indiana University and Baylor University. “Humantic AI is the ultimate edge for CROs” - Mohammed Aaser, CDO, Domo “No other Sales AI tool is as useful” - Duane Weber, VP, Expedient “A good example of AI that’s just leapfrogged” - David Mattson, Chairman, Sandler It is one of the Top 100 Highest-Satisfaction products in the world as per G2. In December 2024, Gartner named it to its Cool Vendor in AI-Led Sales Research report - a list that names only five Sales AI products. The platform has also been recognized multiple times on G2 as a Leader, High Performer, and Momentum Leader in 2025. Key features and benefits include: • Personality prediction that reveals communication style, motivators, and decision triggers • Account intelligence that maps buyer challenges, priorities, and opportunities • Omnichannel personalization of emails, calls, and LinkedIn outreach • Chrome extension for instant prospect insights on LinkedIn and other platforms • Integrations with Salesforce, HubSpot, and other sales technology systems • Deal intelligence for committee mapping, meeting prep, and objection handling • CRM integration to bring buyer insights directly into workflows • Local time insights and small talk tips to humanize outreach • Profile sharing, saving, and templates for email generation Humantic AI supports sales enablement in industries where trust and personalization drive revenue. It is used by sales teams to prepare for meetings, personalize outreach campaigns, understand buying committees, improve prospect engagement, and accelerate deal cycles. By combining personality insights and account research into the sales workflow, the platform reduces guesswork and allows sellers to approach every buyer with clarity and confidence. **Average Rating:** 4.7/5.0 **Total Reviews:** 452 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.4/10) - **Peformance Tracking:** 7.2/10 (Category avg: 8.4/10) - **Integrations / APIs:** 8.0/10 (Category avg: 8.6/10) - **Coaching :** 8.2/10 (Category avg: 8.4/10) **Seller Details:** - **Seller:** [Humantic AI](https://www.g2.com/sellers/humantic-ai) - **Year Founded:** 2021 - **HQ Location:** Palo Alto, US - **Twitter:** @HumanticAI (435 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/humantic-ai (40 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Founder, CEO - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 57% Small-Business, 30% Mid-Market #### Pros & Cons **Pros:** - Helpful (37 reviews) - Useful (34 reviews) - Ease of Use (30 reviews) - Personalization (29 reviews) - Accuracy (27 reviews) **Cons:** - Inaccuracy (11 reviews) - LinkedIn Integration (10 reviews) - Poor UI Design (10 reviews) - Expensive (9 reviews) - Missing Features (8 reviews) ### 19. [AiSDR](https://www.g2.com/products/aisdr-inc-aisdr/reviews) AiSDR is a fully autonomous AI sales agent that sends deeply researched high converting outreach. AiSDR runs every stage of outreach—from pinpointing high-intent prospects with buyer readiness signals to holding two-way conversations over email and LinkedIn, as well as generating tailored call scripts for human-powered calling with Aircall. Trusted by 200 + companies, AiSDR sits among the top three AI SDR platforms according to TechCrunch because of its ability to understand and adjust to context to run meaningful conversations in each client's tone, and delivering replies in under 10 minutes. This way teams are protected from pipeline poverty, and can focus on closing deals. Why clients choose AiSDR: 1. Advanced ICP profiling & research – For every lead, AiSDR analyzes 323 + real-time signals (online behavior, interests, tone of voice, decision style, recent role changes, public activity) to craft messages that feel 1-to-1. 2. IP-protected AI configuration – AiSDR team prompts the AI for each client to mirror their playbooks and outreach logic. 3. Prospecting with buyer-intent signals – Live AI search lets you use any publicly available information for qualifying leads and building lists on demand. Technologies in use, hiring momentum, news mentions, funding/ARR data, web search trends and more are combined to gauge purchase readiness and personalize copy automatically. 4. Granular website-visitor tracking – Our enriched match logic de-anonymises ~25 % of traffic with 97 % accuracy, turning anonymous visits into live campaigns. 5. Social-signal prospecting on LinkedIn – Track profile visits, likes, comments on any public post—competitor, influencer, or your own—and route engaged users straight into sequences. 6. AI Strategist - Generate GTM plays tailored to your business with the AI and launch them in a single click. 7. Most flexible sequence builder on the market - Create custom sequences with adjustable times between steps and number of touchpoints, uniting emails, LinkedIn DMs and InMail, and call steps into one flow. Add AI-powered memes, videos, and voice notes to break through the noise. 8. Software consolidation in one flow – Prospect discovery, email generation, sending, and CRM logging happen inside a single AiSDR pipeline—no stitching of point tools. 9. Pre-configured outreach infrastructure – The AiSDR team supplies warmed mailboxes, persona logic, and best-practice workflows; you launch campaigns with zero prompt writing. Clients can pull leads from AiSDR's database of 300 M + global contacts, triple-verified for \< 5 % bounce rate. 10. Campaign-based GTM automations – Follow-ups, low-intent nurturing, and call-task creation (complete with objection-handling talk tracks) post to HubSpot automatically through native two-way integration. 11. Dedicated GTM engineer – Continuous performance tuning, tactic reviews, and AI tweaks are included for every client—no extra fees. Proven results: - 5-8.5% reply rate - 1-3 meetings booked per each 100 leads - ~15% more revenue from month 1 - AI landed meetings for the clients with Disney, Netflix, Wells Fargo, Klarna, Versace, Gucci, Delta, Jack in the Box, Bank of America, MasterCard, Airbnb, and more! AiSDR unites prospecting, personalization, engagement, and qualification in one platform, generating reliable pipeline by automating a variety of GTM sales plays, so you can book more and stress less. **Average Rating:** 4.6/5.0 **Total Reviews:** 94 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.4/10) - **Peformance Tracking:** 7.7/10 (Category avg: 8.4/10) - **Integrations / APIs:** 7.3/10 (Category avg: 8.6/10) - **Coaching :** 8.3/10 (Category avg: 8.4/10) **Seller Details:** - **Seller:** [AiSDR Inc.](https://www.g2.com/sellers/aisdr-inc) - **Company Website:** https://aisdr.com/ - **Year Founded:** 2023 - **HQ Location:** San Francisco, US - **Twitter:** @getaisdr (266 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/aisdrapp/ (47 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Marketing Manager, CEO - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 72% Small-Business, 26% Mid-Market #### Pros & Cons **Pros:** - Customer Support (42 reviews) - Helpful (38 reviews) - Ease of Use (29 reviews) - Automation (28 reviews) - Time-saving (23 reviews) **Cons:** - Learning Curve (10 reviews) - AI Limitations (9 reviews) - Inaccuracy (9 reviews) - Email Issues (7 reviews) - Integration Issues (7 reviews) ### 20. [Grain](https://www.g2.com/products/grain/reviews) Grain is an AI-powered meeting recording tool built to help customer-focused teams understand, organize, and advocate for the needs of their customers. It connects seamlessly to platforms like Zoom, Google Meet, and Microsoft Teams to automate note-taking, record-keeping, and insight capture from every customer conversation. Grain ensures that no important detail, request, or moment of insight is ever lost, helping teams stay aligned and data-driven across every interaction. Conversation Intelligence Grain was designed with mid-market sales teams in mind. Transform everyday customer conversations into actionable revenue drivers by automatically identifying coaching opportunities, capturing key insights, and syncing them directly to your CRM to keep deals moving forward. With built-in automation and smart integration, Grain is free to start, simple to deploy, and cost-effective to scale across your entire organization. Superpower Your AEs Empower your account executives with AI-generated insights that drive results. Automatically update CRM properties, detect winning deal patterns using the “Deals” feature, and close more opportunities with meaningful, contextual data. Generate personalized follow-up emails in one click using meeting context, and instantly sync summaries and conversation details across your entire CRM ecosystem. Change Customer Success Send AI-driven customer feedback directly to sales, product, or leadership with a single click. Use Grain features like “Trackers” and “Ask,” along with MCP to highlight, share, and organize customer sentiment, requests, and milestones, ensuring teams stay aligned on what customers truly care about. Build Better Products Transform real customer conversations into context-informed deliverables including product briefs, roadmaps, and sprint plans. Keep teams connected with automatic Slack updates summarizing insights, next steps, and decisions. Grain helps you build better products and stronger customer relationships, faster. **Average Rating:** 4.6/5.0 **Total Reviews:** 299 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.4/10) - **Peformance Tracking:** 7.3/10 (Category avg: 8.4/10) - **Integrations / APIs:** 8.3/10 (Category avg: 8.6/10) - **Coaching :** 8.2/10 (Category avg: 8.4/10) **Seller Details:** - **Seller:** [Grain Intelligence](https://www.g2.com/sellers/grain-intelligence) - **Year Founded:** 2018 - **HQ Location:** San Francisco, US - **Twitter:** @grainhq (1,987 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/grainhq/ (85 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Student, CEO - **Top Industries:** Computer Software, Marketing and Advertising - **Company Size:** 76% Small-Business, 21% Mid-Market #### Pros & Cons **Pros:** - Helpful (10 reviews) - Ease of Use (9 reviews) - Features (8 reviews) - Integrations (8 reviews) - Accuracy (7 reviews) **Cons:** - Recording Issues (5 reviews) - Integration Issues (4 reviews) - AI Inaccuracy (3 reviews) - AI Limitations (3 reviews) - Expensive (3 reviews) ### 21. [Crystal](https://www.g2.com/products/crystal/reviews) Crystal is a personality intelligence platform that analyzes behavioral data to predict how individuals prefer to communicate, make decisions, and collaborate. It is used by sales teams, business leaders, hiring managers, and professionals across a wide range of industries to prepare for conversations and tailor communication strategies to different personality types. Crystal combines DISC-based personality models with AI-driven analysis to generate communication profiles for prospects, colleagues, and candidates. These profiles provide guidance on how to approach conversations, structure messages, ask questions, and navigate interpersonal dynamics more effectively. By offering practical insights before important interactions, the platform helps users reduce uncertainty, improve relationship-building, and adapt their communication to fit the needs of each person they engage with. The software supports several core use cases: Sales and Revenue Teams Sales professionals use Crystal to prepare for discovery calls, demos, negotiations, and outreach. Personality insights help sellers understand how buyers evaluate information, their preferred pacing, and their likely decision-making style—supporting more personalized and effective communication throughout the sales cycle. Leadership and Team Development Managers and team leaders use Crystal to improve day-to-day collaboration, run meetings, deliver feedback, and understand working styles across their teams. Insights help identify strengths, areas of tension, and team dynamics, enabling more empathetic communication and structured development conversations. Hiring and Talent Management Talent teams use Crystal to support structured interviewing, compare candidate communication styles, and understand behavioral tendencies that may affect role fit. This helps standardize interview conversations and reduce misalignment during the hiring process. General Professional Use Individuals across functions use Crystal to prepare for one-on-one meetings, cross-functional collaborations, presentations, and client interactions. The platform supports professionals who want to improve communication skills and reduce guesswork in interpersonal settings. Key features and value include: → Personality profiles based on DISC and behavioral indicators → Communication guidance for emails, calls, interviews, and meetings → AI-assisted meeting preparation based on participant personalities → Tools designed for sales teams, leaders, hiring managers, and general professionals → Team dynamics insights for groups, departments, and entire organizations Crystal helps organizations and individuals understand interpersonal differences and prepare for meaningful interactions with more clarity and confidence. The platform is used by both small teams and large enterprises to improve communication, strengthen relationships, and support more effective meetings and conversations across the business. **Average Rating:** 4.6/5.0 **Total Reviews:** 441 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.4/10) - **Peformance Tracking:** 6.8/10 (Category avg: 8.4/10) - **Integrations / APIs:** 6.6/10 (Category avg: 8.6/10) - **Coaching :** 7.4/10 (Category avg: 8.4/10) **Seller Details:** - **Seller:** [Crystal](https://www.g2.com/sellers/crystal) - **HQ Location:** Nashville, US - **Twitter:** @CrystalKnowsMe (20,216 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/crystal_knows/ (41 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Founder, Consultant - **Top Industries:** Information Technology and Services, Consulting - **Company Size:** 67% Small-Business, 20% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (28 reviews) - Helpful (18 reviews) - Accuracy (16 reviews) - LinkedIn Integration (16 reviews) - Personalization (12 reviews) **Cons:** - Expensive (20 reviews) - Insufficient Information (9 reviews) - Limited Options (9 reviews) - Inaccuracy (8 reviews) - Missing Features (6 reviews) ### 22. [Otter.ai](https://www.g2.com/products/otter-ai/reviews) Otter.ai is the leading AI Meeting Assistant that helps sales, marketing, product, finance, operations design, customer success, customer support and cross functional teams automatically record, transcribe, and summarize all their meetings, making it easy to recall action items and easily share key insights. Otter integrates with leading video conference platforms, including Zoom, Microsoft Teams, and Google Meet, to automatically join and generate meeting notes. Otter AI Chat is like having ChatGPT for your meetings, it allows meeting participants to ask Otter questions about the meeting, including “what did I miss”, or “write a follow-up email to all participants”. Otter offers iOS and Android Apps to make it easy to record and transcribe in-person meetings. Otter also allows users to import and transcribe pre-recorded audio and video files. Designed specifically for the workflow of sales teams, OtterPilot for Sales shortens sales cycles by capturing critical information in real-time and automating follow-up emails and sentiment analysis. OtterPilot for Sales integrates with Salesforce and Hubspot to help automate call reporting. Improve win rates by sharing best practices and coaching reps based on data-driven insights. Boost productivity and free up time by automating tedious tasks like note-taking and data entry so SDRs, Sale Reps, Account Executives, Customer Success Managers, Sales Leaders and CROs can focus all of their attention on the customer and closing more deals. Otter.ai has over 15 million registered users and has transcribed over a billion meetings. Otter was named a top AI App by The Wall Street Journal in June 2023. **Average Rating:** 4.4/5.0 **Total Reviews:** 473 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.4/10) - **Peformance Tracking:** 6.8/10 (Category avg: 8.4/10) - **Integrations / APIs:** 7.6/10 (Category avg: 8.6/10) - **Coaching :** 6.6/10 (Category avg: 8.4/10) **Seller Details:** - **Seller:** [Otter.ai](https://www.g2.com/sellers/otter-ai) - **Company Website:** https://otter.ai/ - **HQ Location:** Mountain View, California - **Twitter:** @otter_ai (17,103 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/35593855/ (280 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** CEO, Account Executive - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 70% Small-Business, 20% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (145 reviews) - Helpful (123 reviews) - Accuracy (105 reviews) - Transcription (100 reviews) - Meetings (96 reviews) **Cons:** - Recording Issues (66 reviews) - Accuracy Issues (55 reviews) - AI Inaccuracy (47 reviews) - Inaccuracy (46 reviews) - Missing Features (46 reviews) ### 23. [Gong](https://www.g2.com/products/gong/reviews) Gong harnesses the power of AI to transform how revenue teams win. The Gong Revenue AI Operating System unifies data, insights, and workflows into a single, trusted system that observes, guides, and acts alongside the world’s most successful revenue teams. Powered by the Gong Revenue Graph, AI-powered intelligence, specialized agents, and trusted applications, Gong helps more than 5,000—including LinkedIn, Shopify, Slack, Twilio, Zillow, and Morningstar—companies around the world deeply understand their teams and customers, automate critical sales workflows, and close more deals with less effort. Recognized by G2 as the #1 Best Software Product for multiple years, Gong continues to lead in customer satisfaction, innovation, and AI-powered revenue transformation. For more information, visit www.gong.io. **Average Rating:** 4.7/5.0 **Total Reviews:** 6,396 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.4/10) - **Peformance Tracking:** 8.6/10 (Category avg: 8.4/10) - **Integrations / APIs:** 8.3/10 (Category avg: 8.6/10) - **Coaching :** 8.5/10 (Category avg: 8.4/10) **Seller Details:** - **Seller:** [Gong](https://www.g2.com/sellers/gong) - **Company Website:** https://www.gong.io - **Year Founded:** 2015 - **HQ Location:** San Francisco, California - **Twitter:** @Gong_io (7,608 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10454372/ (2,482 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Account Executive, Customer Success Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 69% Mid-Market, 18% Enterprise #### Pros & Cons **Pros:** - Helpful (352 reviews) - Ease of Use (289 reviews) - Call Recording (237 reviews) - AI Summary (219 reviews) - Accuracy (214 reviews) **Cons:** - Call Issues (130 reviews) - Recording Issues (88 reviews) - AI Inaccuracy (77 reviews) - AI Limitations (74 reviews) - Accuracy Issues (72 reviews) ### 24. [Amplemarket](https://www.g2.com/products/amplemarket/reviews) By combining premium data, multichannel engagement, and real-time insights in one seamless solution, Duo AI Copilot and AI Agent redefine how modern sales teams operate. Duo uncovers hidden opportunities, detects buyer intent signals, and generates tailored playbooks - empowering your reps to focus on what matters most: building relationships and closing deals. It’s the perfect fusion of AI precision and human intuition. Built on an all-in-one sales platform, Duo AI Agents support your entire outbound workflow - from prospecting and engagement to automation and deliverability. What’s included in the platform: - Global B2B data to help you identify and reach your ideal customers - Multichannel outreach via email, phone, social, voice cloning, and more - Built-in personalization to scale relevant, high-converting messaging - AI superpowers: A suite of personalized AI Agents that handles research, intent signals, and workflows - so you spend less time prepping and more time selling **Average Rating:** 4.6/5.0 **Total Reviews:** 604 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.4/10) - **Peformance Tracking:** 8.3/10 (Category avg: 8.4/10) - **Integrations / APIs:** 8.3/10 (Category avg: 8.6/10) - **Coaching :** 7.6/10 (Category avg: 8.4/10) **Seller Details:** - **Seller:** [Amplemarket](https://www.g2.com/sellers/amplemarket) - **Year Founded:** 2019 - **HQ Location:** San Francisco, California - **Twitter:** @amplemarket (2,552 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** SDR, Account Executive - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 45% Small-Business, 41% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (150 reviews) - Helpful (135 reviews) - Features (125 reviews) - Automation (122 reviews) - Lead Generation (111 reviews) **Cons:** - Missing Features (56 reviews) - Learning Curve (32 reviews) - Improvement Needed (31 reviews) - Sequence Issues (28 reviews) - Integration Issues (26 reviews) ### 25. [Dialpad Connect](https://www.g2.com/products/dialpad-connect/reviews) Dialpad elevates every conversation with the leading Ai-powered customer communications platform. Tap into real-time Ai insights to enhance and streamline every interaction. With Dialpad Connect, you can: - Call, message, and meet in a single app - Seamlessly switch between devices - Focus on the conversation with real-time call transcriptions, Ai summaries, and action items **Average Rating:** 4.4/5.0 **Total Reviews:** 3,965 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.4/10) - **Peformance Tracking:** 8.4/10 (Category avg: 8.4/10) - **Integrations / APIs:** 8.9/10 (Category avg: 8.6/10) - **Coaching :** 8.2/10 (Category avg: 8.4/10) **Seller Details:** - **Seller:** [Dialpad](https://www.g2.com/sellers/dialpad) - **Company Website:** https://Dialpad.com - **Year Founded:** 2011 - **HQ Location:** San Ramon, California - **Twitter:** @DialpadHQ (61 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3967399/ (1,451 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Owner, CEO - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 56% Small-Business, 32% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (130 reviews) - Call Management (71 reviews) - Helpful (60 reviews) - Call Recording (56 reviews) - Features (52 reviews) **Cons:** - Call Issues (57 reviews) - Connection Issues (43 reviews) - Missing Functionality (29 reviews) - Recording Issues (28 reviews) - Call Quality Issues (26 reviews) ## Parent Category [Sales Tools](https://www.g2.com/categories/sales-tools) ## Related Categories - [Sales Intelligence Software](https://www.g2.com/categories/sales-intelligence) - [Sales Engagement Software](https://www.g2.com/categories/sales-engagement) - [Conversation Intelligence Software](https://www.g2.com/categories/conversation-intelligence) --- ## Buyer Guide ### What You Should Know About AI Sales Assistant Software ### AI sales assistant software buying insights at a glance [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant) brings together automation, conversation intelligence, and predictive guidance to help sales teams run outreach and deal execution with less manual effort. Instead of juggling multiple point solutions, these platforms centralize the “work between the work”, capturing activity data, generating sales-ready content, summarizing conversations, prioritizing next steps, and syncing outcomes back to systems like [CRM](https://www.g2.com/categories/CRM). As buying journeys become longer, the number of stakeholders increases, and teams remain distributed, AI sales assistant software has become a practical way to maintain consistency, coverage, and momentum without inflating headcount. Based on G2 review data, buyers most often adopt these tools to reduce administrative drag and speed up follow-through. The strongest review patterns point to a few recurring wins: noticeable time savings from automated follow-ups and workflow assistance, stronger call outcomes driven by summaries, action items, and coaching-style insights, and cleaner pipeline hygiene because activity and notes are captured more reliably. Many teams also emphasize that the AI sales tools they keep long-term are the ones that blend into everyday selling motions rather than forcing constant context switching. Pricing typically follows a subscription model (monthly or annual), most often priced per user and tiered by AI capabilities (e.g., [conversation intelligence](https://www.g2.com/categories/conversation-intelligence), agent automation, scoring, [forecasting](https://www.g2.com/categories/ai-sales-assistant/f/sales-forecasting)) and data access limits (minutes analyzed, messages generated, contact volume). Common cost drivers include CRM/meeting integrations, advanced analytics, admin controls, and enterprise-grade security or compliance needs. Some vendors also charge for onboarding, enablement services, or custom integration work when sales workflows are complex or highly governed. ### **Top 5 FAQs from software buyers:** - How does an AI sales assistant pull data from our CRM and meetings? - What does it take to get accurate AI summaries and recommended next steps? - Can the platform automate follow-ups without risking brand voice and compliance? - Which integrations matter most for day-one value (CRM, email, dialer, calendar)? - How do teams measure ROI beyond “time saved”? **G2’s top-rated AI Sales Assistant Software, based on verified reviews, includes** [Salesforce Sales Cloud](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews) **,** [Gong](https://www.g2.com/products/gong/reviews) **,** [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) **,** and [Apollo.io](https://www.g2.com/products/apollo-io/reviews). [(Source 2)](https://company.g2.com/news/g2-winter-2026-reports) ### What are the top-reviewed AI Sales Assistant Software on G2? [Salesforce Sales Cloud](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews) - Reviews: 1782 - Satisfaction: 99 - Market Presence: 99 - G2 Score: 99 [Gong](https://www.g2.com/products/gong/reviews) - Reviews: 443 - Satisfaction: 98 - Market Presence: 84 - G2 Score: 91 [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - Reviews: 1599 - Satisfaction: 88 - Market Presence: 89 - G2 Score: 88 [Apollo.io](https://www.g2.com/products/apollo-io/reviews) - Reviews: 988 - Satisfaction: 99 - Market Presence: 68 - G2 Score: 84 [ZoomInfo Sales](https://www.g2.com/products/zoominfo-sales/reviews) - Reviews: 897 - Satisfaction: 84 - Market Presence: 83 - G2 Score: 83 **Satisfaction** reflects user-reported ratings, including ease of use, support, and feature fit. ([Source 2](https://www.g2.com/reports)) **Market Presence** scores combine review and external signals that indicate market momentum and footprint. ([Source 2](https://www.g2.com/reports)) **G2 Score** is a weighted composite of Satisfaction and Market Presence. ([Source 2](https://www.g2.com/reports)) Learn how G2 scores products. ([Source 1](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5vlk6s*_gcl_au*MTAwMzU5MzUxLjE3NjM0MTg0NzYuNjY0NTIxMTY0LjE3NjQ2MTc0NzcuMTc2NDYxNzQ3Nw..*_ga*NzY1MDU0NjE3LjE3NjM0NzQ3ODM.*_ga_MFZ5NDXZ5F*czE3NjYwODk1MTMkbzY3JGcxJHQxNzY2MDkyMjQyJGo1NyRsMCRoMA..)) ### What I Often See in AI Sales Assistant Software #### Feedback Pros: What Users Consistently Appreciate - **Fast time savings from automated follow-ups and task reminders** - “I truly appreciate how this AI sales tool effortlessly integrates into my workflow by allowing me to record and watch sales meetings. This feature not only enables me to gain insights from my colleagues' meetings, but it also significantly aids in learning best practices and understanding how they pitch our solutions effectively. By observing these meetings, I've been able to tweak my sales pitch to be more effective. Moreover, I am impressed by Gong's auto-generated meeting follow-ups, which streamline the after-meeting process, saving me time and ensuring no details are overlooked.” - [Alexander Saad](https://www.g2.com/products/gong/reviews/gong-review-11901108), Gong Review - **Clear, easy-to-use interface that reduces daily selling friction** - “This AI sales assistant software is easy to work with and didn't take long to set up. I like how quickly i can filter and find the right prospects without wasting time scrolling through irrelevant results. I use it regularly, like almost every day to research companies and decision makers, and the range of features from intent data to company insights makes prospecting much faster. It is easy to use interface, and the integration with out CRM was smooth, and now i can push leads directly without extra manual steps.” - [Verified User](https://www.g2.com/products/zoominfo-sales/reviews/zoominfo-sales-review-11491163), ZoomInfo Review - **Meeting summaries and action items that streamline handoffs** - “I like how quickly and accurately it creates meeting summaries and breaks them down into meeting purpose, topics discussed, actions etc. It also removes unnecessary topics or social chit-chat that occurs throughout the meeting, leaving the summary with only the relevant and work-related topics.” - [Maz Barkley](https://www.g2.com/products/fathom-video/reviews/fathom-review-11373370), Fathom Review #### Cons: Where Many Platforms Fall Short - **Complex workflows create a learning curve for new users** - “This AI Sales assistant system can also be a bit hard to work with if your team does sales, in a different way. It can be tough to make the pipelines and workflows fit your teams sales process. It can feel a bit stiff and not very flexible. Additionally, while the platform is powerful, there’s a learning curve for new users, and initial setup can take time to ensure everything from deal stages to reporting is configured correctly.” - [Feleecia Kerr](https://www.g2.com/products/hubspot-sales-hub/reviews/hubspot-sales-hub-review-12101173), HubSpot Sales Hub Review - **Reporting speed and dashboards lag behind high-volume team needs** - “Reporting exports can be slow for large datasets, and a few less-common integrations need deeper documentation for easier initial setup.” - [Mohammad Amro](https://www.g2.com/products/b2b-rocket/reviews/b2b-rocket-review-12130307), Rocket Review&nbsp; - **Limited customization for filters, scoring logic, and health views** - “I wish there was a better way to measure account health, like a graph or chart. It would be helpful to have something on the home screen to flag opportunities or customers that may be at risk of churning. A dashboard with numbers and graphs would be great.” - [Courtney Warner](https://www.g2.com/products/gong/reviews/gong-review-12170814), Gong Review ### My expert takeaway on AI Sales Assistant Tools Review patterns point to a category that’s already delivering meaningful day-to-day value, but implementation maturity still separates the winners. The category’s **average star rating is 4.69/5** , with strong operational sentiment in **ease of use (6.41/7)** and **ease of setup (6.37/7)**, as well as a very high **likelihood to recommend (9.37/10)** and solid **quality of support (6.42/7)**. Taken together, these metrics suggest most teams get to “productive” quickly, and many would advocate for the tool once it’s embedded in their workflow, a positive signal for adoption readiness and user trust in the technology. High-performing teams treat an **AI-powered sales assistant** as a workflow layer, not a standalone destination. They define which moments should be automated (follow-ups, recap generation, next-step nudges), where humans must stay in control (final messaging, deal strategy), and how data should flow across CRM, [email](https://www.g2.com/categories/email), [calendar](https://www.g2.com/categories/calendar-software), and call systems. Strong implementations also operationalize quality checks: they monitor summary accuracy, guardrails for outbound tone, and whether AI recommendations translate into real activity, especially as teams scale and new sellers onboard. This is also where the **best AI sales assistant software** stands out: it maintains consistent AI outputs and makes it easy for teams to standardize the process without over-regulating every step. Where teams struggle most is in governance and change management. Common failure points include unclear ownership (RevOps vs. Sales vs. Enablement), incomplete integrations that break trust, inconsistent field usage in the CRM, and “AI overwhelm” (too many prompts, too many dashboards, and not enough enforcement of the few behaviors that matter). Teams that win focus on measurable adoption signals, including usage depth by role, follow-up completion rates, call-summary acceptance/edit rates, CRM activity completeness, and support-driven resolution speed when sellers encounter friction. ### AI Sales Assistant software FAQs #### What are the best AI assistants for sales? Here are some of the best-rated AI assistant software tools for sales: - [Salesforce Sales Cloud](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews) – Powerful CRM platform with embedded AI sales agents, lead management, and automation to drive revenue growth - [ZoomInfo Sales](https://www.g2.com/products/zoominfo-sales/reviews) – AI-driven sales intelligence platform for prospecting, lead prioritization, and workflow automation - [Gong](https://www.g2.com/products/gong/reviews) – Leading AI revenue operating system providing conversation intelligence, deal insights, and forecasting for sales teams - [Fathom](https://www.g2.com/products/fathom-video/reviews) – Free AI assistant for sales meetings, providing instant transcription, summaries, and CRM sync - [Fellow](https://www.g2.com/products/fellow/reviews) – AI meeting assistant focused on accurate notes, actionable items, and sales-team privacy #### What are the best AI tools for sales GTM? Here are some of the best AI tools for supporting sales go-to-market (GTM) strategies: - [Salesforce Sales Cloud](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews) – Integrated platform with AI agents for pipeline management, automation, forecasting, and revenue intelligence - [Apollo.io](https://www.g2.com/products/apollo-io/reviews) – AI-powered B2B sales platform for lead generation, enriched data, automated outreach, and end-to-end GTM execution - [ZoomInfo Sales](https://www.g2.com/products/zoominfo-sales/reviews) – Combines sales intelligence, buyer intent signals, and an AI-driven GTM Workspace to optimize prospect targeting and engagement - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) – Cloud CRM with AI assistant “Zia” for predictions, pipeline analytics, GTM automation, and deep integrations - [SalesHood](https://www.g2.com/products/saleshood/reviews) – AI-enabled sales enablement and coaching platform, ideal for ramping teams and accelerating GTM content delivery and readiness #### How to choose the best AI sales assistant software? Start by mapping your highest-friction selling moments (follow-ups, meeting notes, lead prioritization, CRM updates) and prioritize tools that automate those workflows inside the systems your team already uses. Validate accuracy on real calls/emails, confirm that CRM and email/calendar integrations work reliably, and ensure that admins can set guardrails for permissions, tone, and compliance. Finally, run a short pilot with reps across roles to confirm adoption and measurable lift (time saved, activity completion, pipeline hygiene). #### What features define the best AI sales tools? The best platforms combine strong workflow automation with reliable data capture: meeting summaries and action items, next-step recommendations, automated follow-ups, and clean CRM sync. Look for customization (fields, triggers, templates), quality controls (editing/approvals, audit trails), and analytics that tie AI usage to outcomes (activity completion, conversion rates, pipeline health). Enterprise-ready security, role-based access, and integration depth are also key differentiators. #### What’s the typical ROI timeline for AI sales tools? Most teams achieve early ROI within 30-90 days of reclaiming selling time, through faster follow-ups and cleaner CRM data. More meaningful revenue impact (higher conversion rates, shorter sales cycles, improved forecast accuracy) often appears over 3-6 months, once workflows are standardized and adoption is consistent across the team. Faster ROI typically happens when integrations are set up correctly, and reps use the tool daily in core selling motions. ### Most Popular FAQs #### Which AI Sales Assistant Software has the best reviews? Based on thousands of verified G2 reviews, these AI sales assistant platforms consistently earn the highest ratings across real user experiences: - [Fathom](https://www.g2.com/products/fathom/reviews) — An AI meeting assistant that automatically records, transcribes, and summarizes sales calls—then syncs key takeaways directly to CRM—earning near-perfect ratings from sales teams of all sizes for eliminating manual note-taking and helping reps focus entirely on the conversation. - [Qualified](https://www.g2.com/products/qualified/reviews) — A pipeline generation platform that uses AI to engage website visitors in real time, qualifying and routing prospects to the right sales rep the moment they show buying intent, consistently top-rated for the speed at which it converts web traffic into pipeline. - [Substrata](https://www.g2.com/products/substrata/reviews) — An AI-powered conversational intelligence platform that analyzes the subtext and sentiment of sales communications to give reps real-time guidance on deal dynamics, stakeholder relationships, and the optimal next move to advance an opportunity. - [Breakout](https://www.g2.com/products/breakout/reviews) — An AI sales coaching and conversation analysis platform that provides sales managers with deal-level insights and rep performance metrics derived from recorded sales conversations, earning perfect ratings for its accuracy and actionability. #### What is AI sales assistant software? AI sales assistant software applies machine learning and natural language processing to automate, augment, and accelerate the activities that consume a sales rep's working day—from prospecting and outreach personalization to meeting follow-up, CRM data entry, and deal risk forecasting.&nbsp; The category spans several distinct use cases that often overlap in a single platform. Conversation intelligence tools record and analyze sales calls to surface coaching moments, track competitor mentions, and automatically update CRM records with deal intelligence. AI prospecting tools identify ideal-fit accounts and contacts, generate personalized outreach sequences, and automate follow-up cadences to keep pipeline development moving without manual effort.&nbsp; Revenue intelligence platforms aggregate data across the full sales cycle—calls, emails, calendar, CRM—to give sales managers a forecast-grade view of deal health and rep performance. Real-time guidance tools surface relevant content, battle cards, or objection responses during live calls based on what prospects say. What unifies the category is the core value proposition: giving sales teams back the hours previously consumed by administrative work so they can spend more time in front of buyers—and giving them better information when they are. #### Affordable AI sales assistants for medium businesses Mid-market companies—typically between 200 and 1,000 employees—need AI sales assistant tools that deliver measurable ROI without the six-figure enterprise contracts or extensive IT implementation timelines that come with legacy sales technology. These platforms offer strong AI sales capabilities at price points accessible to mid-market sales teams: - [Instantly](https://www.g2.com/products/instantly/reviews) — An AI-powered outbound sales and email automation platform with flat-rate pricing that gives mid-market sales teams unlimited sending infrastructure, AI-personalized sequences, and deliverability tools without per-seat costs that escalate with headcount. - [Humantic AI](https://www.g2.com/products/humantic-ai/reviews) — A buyer intelligence platform that builds personality profiles for prospects using publicly available data, giving mid-market sales reps and managers actionable guidance on communication style and outreach approach without requiring enterprise data contracts. - [Amplemarket](https://www.g2.com/products/amplemarket/reviews) — An AI sales platform that combines prospecting data, outbound sequencing, and conversation intelligence in a single subscription, designed for mid-market revenue teams that need an all-in-one solution without purchasing and integrating three separate tools. - [Close](https://www.g2.com/products/close/reviews) — A CRM with built-in AI sales assistant features—including automated calling, email sequencing, and activity tracking—that mid-market inside sales teams use as an affordable all-in-one alternative to combining Salesforce with separate sales engagement tools. #### Best-rated AI sales assistant tools The highest-rated AI sales assistant tools combine accurate AI outputs—transcriptions that are actually reliable, summaries that capture what matters, signals that reflect real deal dynamics—with interfaces that sales reps adopt without being forced to. These platforms consistently top G2's ratings across the full category: - [Gong](https://www.g2.com/products/gong/reviews) — The market-leading revenue intelligence platform that records and analyzes every customer interaction across calls, emails, and web conferences, giving sales leaders AI-powered deal inspection, forecast accuracy, and rep coaching insights that revenue teams at scale depend on. - [Lindy](https://www.g2.com/products/lindy/reviews) — An AI agent platform that lets sales teams build customized AI assistants for specific sales workflows—from lead qualification to follow-up sequencing to CRM enrichment—without requiring engineering support to configure or deploy. - [GTM Buddy](https://www.g2.com/products/gtm-buddy/reviews) — A sales enablement and AI guidance platform that surfaces the right content, playbooks, and competitive insights during live sales conversations, consistently top-rated by enterprise sales teams for the speed and relevance of its in-meeting recommendations. - [ZoomInfo Sales](https://www.g2.com/products/zoominfo-sales/reviews) — An AI-powered sales intelligence platform combining a deep B2B contact and company database with buying intent signals, predictive scoring, and workflow automation that helps sales teams prioritize the accounts most likely to convert. #### What's the top AI sales app for increasing leads? Increasing lead volume with AI means automating the identification, enrichment, and outreach activities that manual prospecting can't scale—finding more ideal-fit accounts faster, engaging them with personalized messaging at volume, and converting more website visitors and inbound signals into qualified pipeline. These platforms are most frequently cited by G2 reviewers specifically for lead generation and pipeline growth results: - [Apollo.io](https://www.g2.com/products/apollo-io/reviews) — A sales intelligence and engagement platform combining one of the largest B2B contact databases with AI-powered outreach sequencing, consistently cited by sales teams for dramatically increasing the volume of qualified prospects in their pipeline without adding headcount. - [B2B Rocket](https://www.g2.com/products/b2b-rocket/reviews) — An AI-powered outbound sales automation platform that deploys autonomous AI agents to identify target accounts, personalize outreach at scale, and book meetings directly into sales reps' calendars—purpose-built for teams that need to fill pipeline fast. - [Jeeva AI](https://www.g2.com/products/jeeva-ai/reviews) — An AI sales agent platform that automates the full top-of-funnel workflow—account identification, contact enrichment, personalized outreach, and follow-up sequencing—enabling sales teams to operate outbound programs at scale without a large SDR team. - [Qualified](https://www.g2.com/products/qualified/reviews) — A pipeline generation platform that uses AI to identify high-intent website visitors in real time and engage them with personalized chat experiences, dramatically increasing the rate at which inbound traffic converts into qualified sales meetings. ### Small Business FAQs #### What is the most affordable AI Sales Assistant Software for SMBs? Small businesses need AI sales tools that deliver real productivity gains without enterprise-tier pricing—ideally tools that replace manual tasks immediately rather than requiring weeks of configuration or CRM customization. Based on G2 review data from companies under 200 employees, these platforms offer the strongest combination of AI sales capability and SMB-accessible pricing: - [Fathom](https://www.g2.com/products/fathom/reviews) — An AI meeting assistant with a generous free tier that automatically captures and summarizes sales calls, syncs key moments to CRM, and eliminates post-call admin—making it one of the most immediate and cost-effective AI sales investments a small sales team can make. - [Instantly](https://www.g2.com/products/instantly/reviews) — An AI outbound sales platform with unlimited-sending plans at flat-rate pricing that small sales teams use to run personalized cold email campaigns at scale without per-contact costs that add up quickly in other prospecting tools. - [lemlist](https://www.g2.com/products/lemlist/reviews) — A sales engagement and outreach automation platform with competitive pricing for small teams, offering AI-powered email personalization, multichannel sequencing, and deliverability tools that help small business sales reps punch above their weight in outbound prospecting. - [Reply](https://www.g2.com/products/reply/reviews) — An AI-powered sales engagement platform with SMB-friendly pricing that combines email sequencing, AI email writing, and contact discovery to help small sales teams automate outbound outreach without requiring a dedicated sales ops function to manage. #### What is the best AI Sales Assistant Software for startups? Startups need AI sales tools that deploy without a dedicated sales ops team, integrate with the CRM stack they're already using, and produce measurable results in pipeline or productivity within weeks rather than quarters. These platforms are consistently top-rated by startup-stage reviewers on G2: - [Fathom](https://www.g2.com/products/fathom/reviews) — The highest-rated AI sales assistant among startup reviewers, offering instant value from the first meeting with automatic call transcription, AI-generated summaries, and CRM sync—freeing founders and early sales reps from the manual documentation that slows down small, fast-moving teams. - [Substrata](https://www.g2.com/products/substrata/reviews) — An AI sales intelligence platform that helps startup sales teams decode the signals in their email and meeting conversations—identifying where deals are stalling, which stakeholders are engaged, and what actions are most likely to move opportunities forward. - [B2B Rocket](https://www.g2.com/products/b2b-rocket/reviews) — An AI outbound platform that lets startups run automated prospecting and outreach campaigns without hiring an SDR team, deploying AI agents that identify, contact, and qualify prospects so early-stage sales reps can focus on closing rather than sourcing. - [Autobound](https://www.g2.com/products/autobound/reviews) — An AI personalization platform that generates highly researched, contextually relevant outreach messages at scale, enabling startup sales reps to send the kind of personalized cold outreach that actually gets responses without spending hours on research per prospect. #### Which AI Sales Assistant Software is the most user-friendly for startups? In a startup environment where every sales tool needs to prove its value immediately and adoption can't be mandated, ease of use is a genuine competitive differentiator. These platforms earn the highest ease-of-use scores from startup-size reviewers on G2: - [Fathom](https://www.g2.com/products/fathom/reviews) — Startup reviewers consistently cite Fathom as the most frictionless AI sales tool they've used, noting that it works immediately after installation with zero configuration and delivers accurate meeting summaries and CRM entries without any manual input. - [Breakout](https://www.g2.com/products/breakout/reviews) — An AI sales coaching platform that startup sales managers describe as remarkably intuitive to set up and use, with a clean interface that surfaces deal insights and coaching moments without requiring users to build dashboards or configure data pipelines. - [Lindy](https://www.g2.com/products/lindy/reviews) — An AI agent platform that startup reviewers highlight for its no-code agent builder, which lets non-technical sales team members create custom AI workflows—like automated follow-up sequences or meeting prep briefings—without engineering support. - [Autobound](https://www.g2.com/products/autobound/reviews) — A personalized outreach platform that startup sales reps cite for its fast onboarding and intuitive Chrome extension workflow, noting that it requires almost no setup to start generating relevant, personalized emails directly within their existing prospecting workflow. #### What is the best AI sales assistant for solopreneurs and freelancers? Solo operators running their own sales outreach face a unique challenge: they need enterprise-grade prospecting and follow-up capabilities without the budget, team, or time to manage complex sales stacks. Explore purpose-built options on G2's[AI sales assistant software for small businesses](https://www.g2.com/categories/ai-sales-assistant/small-business) page. These platforms are most frequently adopted and highly rated by independent professionals and solo business owners on G2: - [Fathom](https://www.g2.com/products/fathom/reviews) — An AI meeting assistant with a free tier that solopreneurs use to capture, summarize, and share meeting notes automatically—eliminating the post-call documentation that disproportionately burdens solo operators who don't have support staff to handle follow-up admin. - [Crystal](https://www.g2.com/products/crystal/reviews) — A personality intelligence platform that solopreneurs and freelancers use to understand how each prospect prefers to communicate, enabling more resonant outreach and sales conversations without the relationship history that experienced enterprise reps use to guide their approach. - [Instantly](https://www.g2.com/products/instantly/reviews) — An outbound email platform with unlimited sending plans that solo operators use to run personalized cold email campaigns without the per-contact costs that make similar tools prohibitively expensive for small-volume, high-personalization prospecting. - [lemlist](https://www.g2.com/products/lemlist/reviews) — A multichannel outreach platform that freelancers and solopreneurs use to manage personalized email, LinkedIn, and phone outreach sequences from a single interface, enabling consistent follow-up without the manual overhead of tracking each touchpoint individually. #### What is the best AI tool for sales teams transitioning from manual prospecting? Teams moving from spreadsheet-based or fully manual prospecting to AI-assisted outbound need tools that augment existing habits rather than requiring a complete workflow overhaul. The most successful transitions use platforms that integrate with the CRM already in place, automate the most time-consuming prospecting tasks first—list building, personalization, and follow-up sequencing—and provide enough transparency in their AI outputs that reps can trust and verify results. Explore options tailored to this transition on G2's[small business AI sales assistant page](https://www.g2.com/categories/ai-sales-assistant/small-business). Platforms like[](https://www.g2.com/products/apollo-io/reviews)[Apollo.io](https://www.g2.com/products/apollo-io/reviews),[](https://www.g2.com/products/amplemarket/reviews)[Amplemarket](https://www.g2.com/products/amplemarket/reviews), and[](https://www.g2.com/products/autobound/reviews)[Autobound](https://www.g2.com/products/autobound/reviews) are frequently cited by reviewers making this transition for their clean onboarding experience, strong CRM integrations, and the immediate, measurable time savings they produce from the first week of use—without requiring a complete change to how reps structure their selling day. ### Enterprise FAQs #### What is the best-rated AI Sales Assistant Software for tech enterprises? Technology companies at enterprise scale operate large, complex sales motions—long B2B sales cycles, multiple stakeholders, technical evaluation processes, and revenue teams distributed across geographies. Based on G2 review data from IT and software companies at enterprise scale, these platforms earn the strongest ratings: - [Qualified](https://www.g2.com/products/qualified/reviews) — A pipeline generation platform purpose-built for B2B tech companies running account-based sales motions, combining real-time website visitor intelligence with AI-powered engagement that routes high-value accounts to the right rep the moment buying intent is detectable. - [Poggio](https://www.g2.com/products/poggio/reviews) — An AI-powered account research and strategic selling platform that enterprise tech sales teams use to build deep account context—org charts, priorities, stakeholder dynamics, and key initiatives—that enables more relevant, executive-level conversations. - [Fathom](https://www.g2.com/products/fathom/reviews) — The top-rated AI meeting assistant among tech enterprise reviewers, praised for its reliable transcription accuracy, automated CRM sync, and ability to integrate seamlessly into complex Salesforce and HubSpot environments without administrative overhead. - [GTM Buddy](https://www.g2.com/products/gtm-buddy/reviews) — A sales enablement and AI guidance platform highly rated by tech enterprise sales teams for its ability to surface the right competitive intelligence, objection handling guidance, and content recommendations during live discovery and demo calls. #### What is the most reliable AI Sales Assistant Software for enterprises? Enterprise reliability for AI sales tools means consistent AI output quality, stable integrations with Salesforce and other revenue systems, and a vendor track record that enterprise IT and revenue operations teams can depend on for multi-year deployments. These platforms earn the strongest trust signals from large enterprise reviewers on G2: - [Gong](https://www.g2.com/products/gong/reviews) — The most widely deployed enterprise revenue intelligence platform, with a long track record of stable performance at scale, consistent AI accuracy across millions of recorded sales interactions, and enterprise-grade security and compliance controls that large organizations' IT teams require for production deployment. - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — The most broadly adopted enterprise sales platform, providing the foundational CRM infrastructure and AI capabilities that large revenue teams depend on, backed by Salesforce's enterprise support commitments and the deep integration ecosystem that enterprise sales operations are built around. - [Clari](https://www.g2.com/products/clari/reviews) — A revenue operations and AI forecasting platform trusted by enterprise revenue leaders for its consistent deal inspection accuracy, reliable pipeline analytics, and the kind of forecast credibility that CFOs and CROs depend on for financial planning and board reporting. - [ZoomInfo Sales](https://www.g2.com/products/zoominfo-sales/reviews) — A market-leading B2B intelligence platform that enterprise sales and marketing teams rely on for consistently accurate contact data, intent signals, and workflow integrations—with a data quality and compliance infrastructure that enterprise procurement teams evaluate rigorously before approving. #### What is the best-reviewed AI Sales Assistant Software for enterprise app integration? Integration reliability determines whether an AI sales tool can serve as the connective intelligence layer across a complex enterprise revenue stack—syncing data between CRM, sales engagement, marketing automation, and conversation intelligence tools without creating reconciliation gaps or requiring manual data management. These platforms are most frequently cited by enterprise reviewers for integration quality: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — The most integration-mentioned AI sales platform in the category by a significant margin, with native Einstein AI capabilities and a vast AppExchange ecosystem that enterprise teams use to build fully connected revenue technology architectures with Salesforce as the system of record. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — An AI-powered sales CRM with deep native integrations across marketing, service, and operations hubs, praised by enterprise reviewers for bidirectional data sync reliability and the ability to build unified revenue reporting across the full customer journey without custom engineering. - [Fathom](https://www.g2.com/products/fathom/reviews) — An AI meeting assistant with integration mentions among the highest in the category, consistently praised by enterprise reviewers for its reliable Salesforce, HubSpot, and Notion sync that keeps CRM records current from every sales conversation without requiring reps to manually update fields. - [Substrata](https://www.g2.com/products/substrata/reviews) — An AI sales intelligence platform with strong enterprise integration marks, recognized for its reliable email and calendar integration that feeds deal signal data directly into the CRM workflows enterprise sales teams already use to manage opportunities and forecast pipeline. #### What is the best AI sales assistant for enterprise revenue intelligence and forecasting? Revenue intelligence and forecasting is one of the highest-stakes AI applications in enterprise sales—CROs and CFOs depend on forecast accuracy for headcount decisions, financial planning, and board communication. Explore how leading platforms compare on G2's[enterprise AI sales assistant software](https://www.g2.com/categories/ai-sales-assistant/enterprise) page. These platforms are most highly rated by enterprise revenue operations and sales leadership teams for AI-powered forecasting and deal inspection: - [Gong](https://www.g2.com/products/gong/reviews) — The market-leading revenue intelligence platform that enterprise sales leaders use to get a data-driven view of pipeline health, risk-adjusted forecasts, and deal-level insights derived from actual buyer engagement data—replacing gut-feel and rep-reported status with AI-analyzed conversation and activity signals. - [Clari](https://www.g2.com/products/clari/reviews) — A revenue operations platform that enterprise RevOps, sales leadership, and finance teams use for AI-powered pipeline inspection, forecast submission and rollup, and revenue analytics that give organizations a single, reliable number to plan and report against. - [Aviso](https://www.g2.com/products/aviso/reviews) — An AI revenue intelligence platform with predictive forecasting capabilities that enterprise teams use to model deal outcomes, identify at-risk pipeline, and give sales managers the account-level insights needed to intervene on deals before they slip. - [Substrata](https://www.g2.com/products/substrata/reviews) — A conversational intelligence platform that enterprise revenue leaders use to understand the sentiment and engagement patterns underlying their pipeline data—surfacing the relationship dynamics and stakeholder signals that activity-based forecasting tools miss. #### What should enterprise revenue teams evaluate when selecting AI sales assistant software? Enterprise AI sales assistant selection is meaningfully different from other software evaluations—AI output quality, model training data, and the platform's approach to data privacy all require scrutiny that typical feature checklists don't surface.&nbsp; Explore how top enterprise solutions compare on G2's[enterprise AI sales assistant software](https://www.g2.com/categories/ai-sales-assistant/enterprise) page. Key evaluation dimensions that emerge consistently in enterprise reviewer feedback include: CRM integration depth and bidirectionality (particularly Salesforce and HubSpot), AI accuracy and transparency (can reps verify and correct outputs?), data security and privacy posture for recorded sales conversations, time-to-value from initial deployment, adoption support and change management capabilities, and alignment between the platform's AI focus (conversation intelligence vs. prospecting vs. forecasting) and the team's primary productivity bottleneck.&nbsp; Enterprise reviewers of platforms like[](https://www.g2.com/products/gong/reviews)[Gong](https://www.g2.com/products/gong/reviews),[](https://www.g2.com/products/qualified/reviews)[Qualified](https://www.g2.com/products/qualified/reviews), and[](https://www.g2.com/products/clari/reviews)[Clari](https://www.g2.com/products/clari/reviews) consistently note that the quality of the vendor's onboarding program and ongoing strategic support are as important to realized value as the platform's AI capabilities—because even the most powerful AI tools fail without strong organizational adoption. ### Sources 1. [G2 Scoring Methodologies](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5ky9es*_gcl_au*MTY2NDg2MDY3Ny4xNzU1MDQxMDU4*_ga*MTMwMTMzNzE1MS4xNzQ5MjMyMzg1*_ga_MFZ5NDXZ5F*czE3NTUwOTkzMjgkbzQkZzEkdDE3NTUwOTk3NzYkajU3JGwwJGgw) 2. [G2 Winter 2026 Reports](https://company.g2.com/news/g2-winter-2026-reports) Researched By: [Julie Jung](https://research.g2.com/insights/author/julie-jung) Last updated on April 24, 2026