Best AI Sales Assistant Software - Page 39

Hello Setter

HelloSetter is an AI appointment setter for home-service contractors in the US and Canada. When a new lead comes in from your website, Angi, Thumbtack, Google Local Services Ads, Facebook or a Google Sheet, HelloSetter's AI voice calls the homeowner within 60 seconds. It asks your qualifying questions, handles common pushback like "just getting prices" or "call me next week", and books the estimate on your calendar. If nobody answers, it detects voicemail, leaves a message, and retries on a schedule inside your calling hours. Homeowners who call back reach the same AI on your local number. You get an email summary of every call. Built for roofing, HVAC, plumbing, solar and remodeling shops that pay for leads and lose jobs to slow callbacks.

Hey DAN

Hey DAN is a voice-to-CRM app for field sales teams, built by Civicom, Inc. (formerly Dial-A-Note). Reps speak their meeting notes after a client visit, and Hey DAN turns them into structured CRM updates — meeting notes, opportunities, follow-up tasks and contact changes — pushed into Salesforce, HubSpot or a custom CRM with one tap. No typing, no end-of-day admin backlog. More than 10,000 salespeople use Hey DAN, and the iPhone app is rated 4.8 out of 5 from 187 ratings on the US App Store. WHO IT'S FOR Hey DAN is built for salespeople who work in meetings and on the road, not at a desk: field sales reps, account managers, financial advisors and wholesalers, pharmaceutical and medical sales reps, and real estate professionals. It fits teams whose managers depend on complete CRM data but whose reps don't have time to type it in. THE PROBLEM IT SOLVES Field reps lose selling time to CRM admin. Notes get logged late, logged thin, or not logged at all, and pipeline data and follow-ups suffer. Hey DAN moves CRM entry into time reps already have, like the drive between appointments. The last meeting gets logged while the rep is already working on booking the next one. HOW IT WORKS 1. Prepare: Hey DAN tracks your daily meetings and travel times, and gives you pre-meeting prep notes and a suggested agenda for each client. 2. Capture: Use Live Note Taker to record and summarize the conversation as it happens, or use Meeting Recap to dictate a structured summary right after, even from your car. 3. Review: Hey DAN shows what it captured (opportunities, follow-up tasks and meeting notes) as a clean checklist. Confirm it, and one tap sends the full update to your CRM. 4. Track: Activity History shows the sync status of every entry, so you always know what has been processed and logged. KEY FEATURES - Daily Meetings & Pre-Meeting Prep Notes: your schedule, travel times and meeting prep in one view. - Live Note Taker: hands-free recording and summarization during the conversation. - Meeting Recap: dictate a structured summary immediately after a meeting. - Review and Edit: check captured items in a checklist before pushing to your CRM. - Ask AI: ask questions like "What is the top-selling product right now?" or request client information before walking into a meeting. - Customizable Insights: coaching tips, sentiment analysis and territory trends when using Live Note Taker. These can be designed around your data requirements; custom integration is available at additional cost. - Activity History: sync status for every entry. - Business card capture: photograph a business card to create a new contact or update an existing one. - Expense dictation: speak your expenses and Hey DAN enters them into your expense management system. - Secure access: Face ID / Touch ID sign-in, plus a dedicated Hey DAN for Intune app for organizations that manage devices with Microsoft Intune. WHAT MAKES HEY DAN DIFFERENT - AI plus human expertise: Hey DAN combines AI with human expertise for accurate CRM entry. Dictation errors and autocorrect mistakes don't end up in your client records. - Structured CRM updates, not just transcripts: many note-takers give you a summary you still have to copy into your CRM. Hey DAN writes to the right CRM fields, creates follow-up tasks and updates records. - Works with the CRM you already use: Salesforce, HubSpot or a custom CRM. - Built for the road: designed for reps who log notes between appointments, not at a desk. WHAT USERS SAY In App Store reviews, users consistently mention the same things: getting selling time back from CRM logging, turning drive time between appointments into productive time, trusting the accuracy of what lands in their CRM, and handing off note entry with confidence on meeting-heavy days. INTEGRATIONS AND PLATFORMS Salesforce • HubSpot • Custom CRMs • Expense management systems • Microsoft Intune • iPhone and iPad • Android GET STARTED Book a demo at heydan.ai to see Hey DAN working with your CRM.

heytruffle

heytruffle is a fully managed AI Concierge service built for multilocation restaurant groups in the United States, typically operating between 3 and 100 locations. We handle inbound calls for reservations, takeout, delivery, catering and large party bookings, so restaurant teams can stay focused on the guests in front of them. heytruffle is not a self service platform. Every AI Concierge is trained for a restaurant's brand, then monitored and tuned by a human team every week. The result is a phone experience that sounds like the restaurant, not like a piece of software bolted onto it. heytruffle integrates with OpenTable and works alongside a restaurant's existing operation rather than replacing it. Rreal Tacos, a restaurant group in Georgia with twelve locations, uses heytruffle to handle more than twenty thousand calls a month and seats roughly fourteen thousand guests monthly with its help.

Hints

Hints is an AI-powered CRM assistant that allows sales reps to update their CRM simply by sending a voice or text message. Supports Hubspot, Pipedrive, and Salesforce. Instead of navigating complex CRM interfaces, sales professionals can now update deals, create contacts, log activities, add notes and custom properties, and manage their entire sales pipeline by simply talking or texting to Hints on WhatsApp, SMS, or Telegram. Hints AI instantly processes natural language requests and automatically updates your CRM in real-time, eliminating manual data entry and reducing administrative overhead by up to 70%. 🗣️ Key Features: • Voice & Text CRM Management - update deals, create leads, and log activities through conversational commands • CRM data pull - access the necessary customer information, such as email address, name, phone number, last note and upcoming tasks, without having to open the CRM • Intelligent Data Processing - automatically captures meeting notes, call summaries, and fills out CRM playbooks • Duplicate Detection - smart algorithms identify and prevent duplicate entries while searching existing data • Universal CRM Integration - compatible with popular platforms including HubSpot, Pipedrive, and Salesforce. 🚀 Business Benefits: Sales teams using Hints report 80% more leads captured, 350% increase in logged activities, and 30% more deals closed. The platform dramatically improves CRM adoption rates, accelerates new hire onboarding, and allows sales representatives to focus on selling rather than administrative tasks. 🏆 Use Cases: • Field sales representatives updating CRM while driving between meetings • Inside sales teams logging call outcomes immediately after conversations • Sales managers tracking team activities and pipeline progress in real-time • New sales hires who need simplified CRM interaction during their learning curve Hints makes CRM updating as easy as sending a message, ensuring your sales data stays current without disrupting your workflow. It’s like having your personal assistant — always ready to update your pipeline.

Humach Digital Assistants

For more than 30 years, Humach has been a trusted, leading provider of AI-powered Digital Agents that help the world’s largest brands attract, engage, and support both their customers and their teams—at scale. A Humach Digital Agent is an AI- powered and machine learning software application that serves as a virtual extension of your team. These agents learn each time they interact through a unique collaborative intelligence model that uses humans to train and validate AI data so Digital Agents actually understand intent and get smarter over time. This collaborative intelligence model allows humans and AI to actively enhance each other’s complimentary strengths which benefit your customers, your team, and your bottom line. AI-powered Digital Agents streamline the customer journey and accelerate revenue by engaging with limitless capacity at anytime, on any channel using authentic, two-way, personalized interactions. Humach Digital Agents are continuously improving, multilingual, 100% efficient, fully compliant and ready to engage and automate your most repetitive and expensive interactions to help handle things like username and password resets, 100% compliant payments and transactions, frequently asked questions, product recommendations, order tracking, customer support, ticket logging, reminders, notifications, and more. Agents can be customized to fit any industry or functional area using a wide variety of skills and conversation types that increase customer satisfaction and engagement, maximize compliance, reduce sales and support costs, and accelerate growth and efficiency. Humach Digital Agents simplify millions of interactions using a proven platform that integrates natural language processing (NLP), natural language understanding (NLU), natural language generation (NLG), voice biometrics, automation, and machine learning capabilities to multitask and engage with full compliance and unlimited capacity on any channel. For high-level inquiries or interactions that require human expertise, Digital Agents seamlessly escalate critical conversation context and resolution suggestions to a human for an exceptional user experience—every time.

Humanic

Turn Product Leads into Customers Humanic automates activation and adoption for your inbound leads at scale and with precision. No more endless user segmentation & manual configuration of campaigns.

HYAUMET Bertrand

CAP Conseil Achats Publics is public procurement software that automates the process of finding, analyzing, and responding to public and private tenders. The platform detects relevant opportunities and sends alerts when new procurement notices match specified criteria. It analyzes tender documents and assists with drafting responses through machine learning technology. The system learns from previous submissions to refine its recommendations over time. The software maintains a database of procurement opportunities that updates daily. It handles the workflow from initial opportunity identification through final bid submission. The platform operates on servers hosted within the European Union to maintain data security and regulatory compliance. Features include automated search functions, document analysis tools, and response drafting assistance. The software streamlines procurement activities by reducing manual tasks associated with tender identification and proposal preparation.

HyperRep

HyperRep is a sales and customer engagement platform built for services companies. It helps teams respond to leads, manage customer conversations, create quotes, follow up consistently, and gain clearer visibility into sales activity.

IcyPluto

Cosmos' First AI CMO Revolutionizing marketing strategies with artificial intelligence. Experience the future of customer engagement, data-driven insights, and automated campaign optimization. IcyPluto is an AI-powered growth and marketing platform that helps businesses streamline lead generation, automate customer engagement, and make smarter, data-driven decisions. With intelligent automation and actionable insights, IcyPluto enables teams to scale faster, optimize campaigns, and deliver better customer experiences.

Immerss Live Commerce

Immerss Live Commerce: Transforming Digital Shopping into Human Experiences Immerss is a leading live commerce platform designed to supercharge eCommerce with interactive, personalized shopping experiences. Immerss Live Commerce combines the power of AI and live human interaction to help brands convert browsers into buyers, boost average order values (AOV), and reduce product returns. With three powerful tools in one platform, Immerss empowers retailers to build deeper relationships with customers right from their own websites. Immerss Live Commerce transforms digital shopping into human experiences, delivering measurable ROI for smaller to mid-market brands. Our platform increases sees conversion rates of 20-30% and lifts in AOV by 30% across fashion, beauty, jewelry, and lifestyle verticals. Perfect for brands generating $1M-$100M annually, Immerss integrates seamlessly with most major eCommerce platforms and can be deployed within hours. 🌟 Core Products 1. AI-Powered Sales Agent Your best salesperson—automated. Immerss’ AI-powered Sales Agent is available 24/7 to instantly engage shoppers, answer product questions, and deliver personalized recommendations. Trained on your brand’s unique data, it ensures a consistent, intelligent, and scalable shopping experience around the clock. 2. 1:1 Virtual Co-Shopping Bring the in-store experience online. Through seamless chat, audio, or video calls, sales associates can guide customers in real time—whether they initiate the conversation (inbound) or reach out proactively (outbound). This virtual clienteling feature deepens relationships, builds trust, and drives high-converting interactions. 3. 1-to-Many Live Shopping Events Turn your eCommerce site into a live QVC-style stage. Host interactive shopping events directly on your website, restream to Facebook and Instagram, and allow customers to shop from both live and recorded shows. Ideal for product launches, influencer takeovers, and high-impact brand storytelling. 🎥 Bonus: PDP Videos Immerss also enables quick deployment of product detail page (PDP) videos to educate and engage customers at the point of consideration. 💼 Business Outcomes Increased Conversion Rates Higher Average Order Values (AOV) Reduced Product Returns Improved Customer Satisfaction and Loyalty Immerss helps brands and retailers blend the convenience of online shopping with the trust and engagement of in-store experiences—all while delivering measurable ROI.

Average Rating: 4.9/5.0

Total Reviews: 9

Inagent

AI Agent Solution Inagent is an all-in-one solution that allows you to quickly implement autonomous AI agents on all text and voice channels with no coding. These agents understand the conversation’s context in >200 languages and dialects, make decisions, and execute actions via connection with business systems to offer responses with natural language. Inagent has a multiagent system designed to create agents specialized in particular processes or business areas. The Agent Quality Management panel facilitates real-time oversight of AI agent performance, allowing you to intervene in the event of negative emotions or complicated cases. Its Signals system detects recurring themes and provides advanced analytics to continuously improve the CX strategy. Capabilities unique to Inagent: Easy activation: Quick, no-code configuration: the only programming language you need to know is your own language. Connected to your business: Easy, secure integration with your business systems thanks to its API Rest design. Native connections with the entire Inconcert ecosystem. Omnichannel: A single configuration for all voice and text channels. Empathetic, multilingual communication: >200 voices available with natural language in any language or dialect. Interprets typos and emojis and adapts to the context. Enhanced control and automation: Guide or correct the virtual agent without interrupting the conversation with the customer via the Whisper function and the comprehensive Agent Quality Management dashboard. Scalable, secure solution: Specializes and adapts to the applications your business needs using a private and confidential knowledge base. Applications: Frequently asked questions Scheduling appointments Order management Collections management Outbound sales Lead pre-qualifier Complaint servicing Technical characteristics: Accuracy: AI agents work autonomously and reproduce human empathy Inconcert AI engine: Solve complex queries thanks to a proprietary AI engine trained on CX operations. They express themselves and sound like humans. A specialized team: multiagent capabilities to build a team of specialized agents for friction-free transfers. Each AI agent focuses on a business area to provide the best response at all times. Combine the best LLMs on the market Security: Data privacy guaranteed by top-tier tech partners Enterprise contracts with our AI suppliers for data privacy: each customer has a private and confidential knowledge base: one virtual agent learns from another. Data encrypted in transit and at rest. All infrastructure is on Amazon Web Services. We have the top security certifications such as CSA Trusted Cloud Provider seal, level 1 CSA certification in Security, Trust, Assurance, and Risk (STAR), PCI v4 Cloud Security Standards, ISO 27001, and CSA Certificate of Cloud Security Knowledge. Agility: trains and is configured 50 times faster Activate Inagent in minutes with no need to program: 1. Define its behavior, script, and personality: Prepare a script with instructions for its functioning, set automated rules, and align the response tone with your brand. 2. Create the knowledge base: Add documents with relevant information such as product spec sheets and terms and conditions of service. Accepts PDFs, images, and websites. 3. Assign the tools it can use: Enable actions that can run the agent autonomously, for instance checking the CRM or scheduling appointments. Maximum quality: supervise the virtual agents’ operations in real time Supervisor agent Whisper function Monitoring sensors Automatism management API-friendly: Easy, secure, and quick integration with any business system such as CRM or ERP Analytics: Optimize virtual agent operations and discover key insights Operation performance KPIs: it registers interactions by channel, TMO, transfers to agents, conversation summar, topics Business insights: provides insights and improves understanding of business and customers. Signals: trending topics and intentions, sentiment análisis, containment rate, agent capacity to resolve queries autonomously, behavior alerts

InboxPro

InboxPro helps you turn Leads into Customers and close more meetings. Master email outreach with AI. Automate sequences, personalize with merge tags, and enhance customer engagement. Start winning more deals now.

Average Rating: 4.6/5.0

Total Reviews: 22

Industrility TwinGPT

TwinGPT by Industrility is a ground breaking co-pilot for industrial equipment and machinery. Enabling manufacturers to offer a hyper-personalized machinery co-pilot to their customers for their customized machine.

InsightBridge

InsightBridge is a lightweight, multi-tenant sales and operations panel built for European SMBs, boutique agencies and small to mid-sized hotels. It keeps clients, leads, projects, invoices and expenses in one place, with AI scoring, drafting and summarisation built directly into every plan - no extra plugins or integration mess. Core panel includes contact and company management, AI lead scoring across 4 languages (ES EN NL IT with automatic hot-signal detection), Kanban sales pipeline with conversion funnel view, lightweight projects and tasks with milestones, invoicing with PDF generation and email sending, expense tracking with tax/VAT categories and per client profitability reporting, light email marketing campaigns with open and click tracking, rule based automations for onboarding and follow ups, a full REST API plus auto generated OpenAPI/Swagger documentation, and multi company workspaces with fully separated tenant data. Plans start at EUR 29 per month with a 14 day, no credit card free trial. For hotels and hospitality, the premium Alva add-on delivers a 24/7 digital AI reception in 4 languages. It answers availability and FAQ, takes bookings, sends payment links, handles pre-stay and post-stay communication and syncs bidirectionally with Mews and Cloudbeds PMS every 15 minutes. Own stack Webchat widget plus Telegram Bot channels are included with zero variable cost and zero ban risk. Official Meta WhatsApp Business API is available as a BYO enterprise add-on. Alva pays itself back with just 1 to 3 direct bookings per month, recovering the 15 percent to 25 percent commission OTAs typically charge.

Intent by Upflowy

Intent by Upflowy generates AI-driven summaries from lead browsing patterns.