# Best AI Sales Assistant Software - Page 6

## How Many AI Sales Assistant Software Products Does G2 Track?

**Total Products under this Category:** 641

### Category Stats (Aug 2026)

- **Average Rating:** 4.64/5 (↑0.02 vs Jul 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** NinjaPipe (+3.18%) - Among all products in this category, NinjaPipe recorded the largest rating increase compared to last month

_Last updated: August 01, 2026_

## How Does G2 Rank AI Sales Assistant Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 169,700+ Authentic Reviews
- 641+ 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.

## G2 Grid® for AI Sales Assistant Software
 ![G2 Grid® for AI Sales Assistant Software plotting products by satisfaction and market presence](https://www.g2.com/categories/ai-sales-assistant/grids.png?focus%5B%5D=506&focus%5B%5D=24724&focus%5B%5D=6227&focus%5B%5D=90225&focus%5B%5D=3004&focus%5B%5D=19743&focus%5B%5D=577&focus%5B%5D=156120)

Highlighted products: Agentforce Sales (formerly Salesforce Sales Cloud), Gong, HubSpot Sales Hub, Qualified, Salesloft, Apollo.io, GTM Workspace - Powered by ZoomInfo, and Fathom.

Underlying data: [Grid® JSON](https://www.g2.com/categories/ai-sales-assistant/grids.json?focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=gong&focus%5B%5D=hubspot-sales-hub&focus%5B%5D=qualified&focus%5B%5D=salesloft&focus%5B%5D=apollo-io&focus%5B%5D=gtm-workspace-powered-by-zoominfo&focus%5B%5D=fathom-video&segment=all)

**Sponsored**

### Fathom

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.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1389&secure%5Bchosen_at%5D=2026-08-02T21%3A44%3A07Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=156120&secure%5Bresource_id%5D=1389&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fai-sales-assistant%3Fpage%3D6%26segment%3Dall%26selected_view%3Dgrid&secure%5Btoken%5D=fdae4de490c00aaeb65c8aa71461d4d9a69e0ee25d056aa480adb6712306ef38&secure%5Burl%5D=https%3A%2F%2Ffathom.video%2Fpricing&secure%5Burl_type%5D=paid_promos)

### [Autobound](https://www.g2.com/products/autobound/reviews)

Autobound is B2B signal intelligence infrastructure: the real-time signal layer powering enterprise GTM. We turn 700+ signal types from 35+ sources into structured, timestamped buying signals across 50M+ companies and 250M+ contacts, delivered via REST API, file push, or OEM licensing. Most sales intelligence and intent data is a black box. You get a score with no idea what happened, when, or to whom, and it's stale by the time you act. Autobound is the opposite. Every signal is sourced, timestamped, and resolved to the exact company and contact, then refreshed daily to weekly. GTM teams, data platforms, and AI-native tools act on the right trigger in milliseconds instead of hours. 700+ signals across every GTM motion: hiring and growth, financial and funding, technology and product, leadership and people changes, intent and engagement, and company and market. Each one is queryable and filterable to the exact triggers your motion needs. Built for three kinds of buyers: 1. OEM and platform partners. License and white-label signal data to power your own product. Ship in weeks, not months, and save $500K+ versus building the data infrastructure in-house. 2. GTM and sales teams. Surface the right buying signal, enrich and prioritize leads, and generate hyper-personalized, signal-timed outreach that lifts reply rates to 15 to 25%. Run in co-pilot mode (review before send) or autopilot (fully automated). Integrates with Salesforce, HubSpot, Outreach, Salesloft, Clay, Instantly, and Gmail. 3. AI SDRs and data platforms. A clean, structured signal layer your models and agents build on. Sub-200ms REST API, MCP server, and native support for Claude, OpenAI function calling, and agent workflows. Delivered your way: real-time REST API (sub-200ms), scheduled file exports to GCS (CSV, JSON, Parquet), or embedded OEM licensing with custom SLAs. Trusted by leading data and GTM platforms including ZoomInfo, 6sense, RocketReach, TechTarget, Clay, and Instantly. Customers see results like 18x ROI in three months, $400K+ saved versus building in-house, and 30% retention lifts. SOC 2 Type II certified. Ranked #1 "Most Likely to Recommend" in Sales Acceleration on G2 for five consecutive quarters, with 160+ #1 rankings and 260+ reviews at 4.8/5. Start free in under 60 seconds at signalapi.autobound.ai/signup.

**Average Rating:** 4.8/5.0

**Total Reviews:** 242

#### How Do G2 Users Rate Autobound?

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 8.5/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 8.7/10 (Category avg: 8.6/10)
- **Coaching :** 8.5/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Autobound?

- **Seller:** [Autobound](https://www.g2.com/sellers/autobound)
- **Year Founded:** 2018
- **HQ Location:** San Francisco, California, United States
- **Twitter:** @autobound\_ai  
428 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ed43c26b2e0c4997148b24fda15a2b44a6bfaaa9e3e04170dadee0ee28944a3e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fautobound&secure%5Burl_type%5D=linkedin_company_website)  
15 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Business Development Representative
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 49% Medium, 34% Small

#### What Do G2 Reviewers Say About Autobound?

_AI-generated summary from verified user reviews_

##### Pros

- Users value **Autobound's personalized insights** , which enhance call scripts, making outreach faster and more effective.
- Users value the **time-saving capabilities** of Autobound, enabling efficient and effective outreach in less time.
- Users love the **intelligent outbound emails** from Autobound, appreciating their creativity and effectiveness in generating replies.
- Users find Autobound's platform **incredibly easy to use** , streamlining their sales outreach with intuitive features and solid support.
- Users love how Autobound's **automation saves time and enhances personalization** , making sales outreach effortless and effective.

##### Cons

- Users find the **limited customization** of outreach emails in Autobound restricts personalization for better engagement.
- Users find the **AI-generated messaging overly sales-like** , necessitating edits for a more authentic tone in communication.
- Users notice **missing features** like limited CRM integrations and restricted free credits, affecting overall functionality and experience.
- Users find the AI integration can sometimes produce a **less conversational tone** , affecting the uniqueness of generated content.
- Users find the **email generation slow and robotic** , often using multiple credits for a single contact.

#### What Are Recent G2 Reviews of Autobound?

**["Autobound Makes Personalized Outreach Faster and More Relevant"](https://www.g2.com/survey_responses/autobound-review-12910920)**

**Rating:** 4.5/5.0 stars

_— Mohammad T._

[Read full review](https://www.g2.com/survey_responses/autobound-review-12910920)

**["Creative, Clever and Witty!"](https://www.g2.com/survey_responses/autobound-review-8206658)**

**Rating:** 5.0/5.0 stars

_— Amanda G._

[Read full review](https://www.g2.com/survey_responses/autobound-review-8206658)

#### What Are G2 Users Discussing About Autobound?

- [What is Autobound used for?](https://www.g2.com/discussions/what-is-autobound-used-for) - 1 comment, 1 upvote

### [Aviso](https://www.g2.com/products/aviso/reviews)

Aviso is a leading AI revenue platform, highly regarded by enterprise giants such as Honeywell, Microsoft GitHub, HPE, and Citi for its exceptional ability to close deals, boost revenue growth, and mitigate risks. By merging human expertise with cutting-edge AI, Aviso consistently delivers remarkable results, including a 40% increase in deal win rates, a 15-36% rise in revenue, and 30% savings in CRM expenses. The core strengths of the Aviso AI Platform include: 1) AI-Guided Deal Forecasting 2) Pipeline & Deal Management 3) Relationship & Activity Intelligence 4) Conversational Intelligence 5) Coaching & Enablement 6) NLP Analytics & Reporting 7) Go-To-Market (GTM) Collaboration 8) Sales Engagement 9) Lead Intelligence 10) Customer Success Intelligence Central to Aviso's Generative AI approach is MIKI, the world's first Generative AI Chief of Staff for Revenue Intelligence, designed to boost GTM teams' productivity and save reps up to 15-20 hours/week. MIKI combines Aviso's core AI models with Generative AI to help various GTM personas with Account Research, Sales Planning & Management, Buyer Meeting Preparation, Prospecting, CRM updates Automation, Email follow-ups, and more. Aviso's platform integrates data from its comprehensive databases, CRM systems, and external sources, processed through an advanced AI/ML layer. This sophisticated system, accessible through web and mobile applications, optimizes customer interactions and sales decisions by harnessing MIKI's insights yet preserves the essential human element in these interactions. Aviso's contribution to advancing Generative AI in Revenue Operations has garnered recognition on prominent financial platforms like the NYSE and Nasdaq. Aviso has been making waves across the research landscape with notable mentions in Forrester Research, Constellation Research, and Harvard Business Review. In the G2 Fall 2023 APAC report, Aviso was distinguished in Customer Revenue Optimization and rated as a High Performer in AI Sales Assistants for enterprise and mid-market sectors, in addition to Sales Analytics. Find your Revenue True North with Aviso AI at www.aviso.com.

**Average Rating:** 4.3/5.0

**Total Reviews:** 976

#### How Do G2 Users Rate Aviso?

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 9.0/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 8.9/10 (Category avg: 8.6/10)
- **Coaching :** 8.7/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Aviso?

- **Seller:** [Aviso, Inc.](https://www.g2.com/sellers/aviso-inc)
- **Company Website:** www.aviso.com
- **Year Founded:** 2014
- **HQ Location:** Redwood City, CA
- **Twitter:** @AvisoInc  
895 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=190c48dc3d3231155d9e9039b9b23a7ea9b937faedc87ba6f04404ba7c38e625&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3713385%2F&secure%5Burl_type%5D=linkedin_company_website)  
373 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Account Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 42% Medium, 42% Large

#### What Do G2 Reviewers Say About Aviso?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Aviso, with intuitive filters and clear dashboards enhancing their experience.
- Users value the **AI prediction feature** in Aviso, enhancing their ability to forecast and focus on key deals.
- Users value the **extensive feature set** of Aviso, enhancing their sales forecasting and routines effectively.
- Users enjoy the **clean and organized UI** of Aviso, which enhances navigation and insights for better decision-making.
- Users value the **efficiency** of Aviso, enabling fast updates and seamless data management for sales forecasts.

##### Cons

- Users experience a **steep learning curve** with Aviso, as setup and navigation can be challenging and time-consuming.
- Users report **slow loading times** exceeding 10 seconds per page, hindering their workflow and efficiency.
- Users experience **inaccurate data** with Aviso, leading to issues in salesforce integration and unreliable AI forecasts.
- Users find Aviso's **missing features** frustrating, as it requires additional forecasting processes and complicates usage.
- Users experience **slow performance** , facing lag and delays that hinder data loading and overall usability.

#### What Are Recent G2 Reviews of Aviso?

**["Streamlines Forecasting with Intuitive Insights"](https://www.g2.com/survey_responses/aviso-review-12792275)**

**Rating:** 4.0/5.0 stars

_— Tushar P._

[Read full review](https://www.g2.com/survey_responses/aviso-review-12792275)

**["Aviso Simplifies Sales Forecasting and Keeps Us on Track"](https://www.g2.com/survey_responses/aviso-review-10761402)**

**Rating:** 5.0/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/aviso-review-10761402)

#### What Are G2 Users Discussing About Aviso?

- [What is Aviso used for?](https://www.g2.com/discussions/what-is-aviso-used-for)

### [Verse.ai](https://www.g2.com/products/verse-ai/reviews)

Verse.ai is a lead conversion platform that turns your new leads into sales-ready opportunities through immediate AI-Driven and Human-Powered conversations. Billions of dollars are spent on leads, but only 27% are actually responded to, Verse.ai has arisen as the defacto technology solution for every business's most pressing problem: lead response and follow-up. The likelihood of lead conversion increases by 21x due solely to the immediacy of Verse.io's multi-faceted lead response. By infusing innovative technology with industry expertise, Verse.ai has developed the perfect formula to reduce time spent sifting through subpar online leads, thereby empowering sales reps to maximize their focus on serious prospects and supercharge their conversion rates up to 300%. The platform is available on a subscription basis. The Verse.ai platform works with all lead types, sources, and CRMs, automatically funneling in leads as soon as they’re received. Unlike static lead engagement solutions, Verse.io uses a perfect blend of automation, human touch, and proven scripts to instantly contact every lead and to vet them thoroughly. Furthermore, Verse.io provides sales teams with full control of the lead engagement process: customized preferences, real-time conversation access, and the power to pass all engagement data back to your CRM. Once the lead is deemed qualified, they are passed back to the sales rep. This handoff is accomplished either through live transfer, or an appointment that is booked directly on a sales rep's calendar. Verse.io acts as an extension of your team - both in spirit and in name. As a result, a seamless experience is created for the company and the potential client.

**Average Rating:** 4.9/5.0

**Total Reviews:** 39

#### How Do G2 Users Rate Verse.ai?

- **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 8.7/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 8.0/10 (Category avg: 8.6/10)
- **Coaching :** 8.1/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Verse.ai?

- **Seller:** [Verse.ai](https://www.g2.com/sellers/verse-ai)
- **Year Founded:** 2013
- **HQ Location:** San Diego, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b3edb8076970c972b5d4e6f3aec6ae76d2a4f8164440e929928bd2b2b840afbe&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fverse-io&secure%5Burl_type%5D=linkedin_company_website)  
76 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Real Estate, Financial Services
- **Company Size:** 83% Small, 14% Medium

#### What Are Recent G2 Reviews of Verse.ai?

**["From 0 to 100"](https://www.g2.com/survey_responses/verse-ai-review-7520775)**

**Rating:** 5.0/5.0 stars

_— Dylan R._

[Read full review](https://www.g2.com/survey_responses/verse-ai-review-7520775)

**["With the right expectations, Verse is a great tool and provides excellent customer service"](https://www.g2.com/survey_responses/verse-ai-review-7713533)**

**Rating:** 5.0/5.0 stars

_— Jett M._

[Read full review](https://www.g2.com/survey_responses/verse-ai-review-7713533)

#### What Are G2 Users Discussing About Verse.ai?

- [What does Verse.Io do?](https://www.g2.com/discussions/verse-io-what-does-verse-io-do)
- [How much does Agentology cost?](https://www.g2.com/discussions/how-much-does-agentology-cost)
- [What is Verse software?](https://www.g2.com/discussions/what-is-verse-software)
- [What does Verse io do?](https://www.g2.com/discussions/what-does-verse-io-do)

### [Unify](https://www.g2.com/products/unify-unify/reviews)

Building AI for outbound sellers. Proud to be serving hundreds of the world's leading revenue teams at companies like Perplexity, Together AI, Decagon and Juicebox.

**Average Rating:** 4.7/5.0

**Total Reviews:** 43

#### How Do G2 Users Rate Unify?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 9.4/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 8.1/10 (Category avg: 8.6/10)
- **Coaching :** 7.3/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Unify?

- **Seller:** [Unify](https://www.g2.com/sellers/unify-515875da-a841-4cc5-aa01-52d20fb48ac3)
- **Company Website:** www.unifygtm.com
- **Year Founded:** 2023
- **HQ Location:** San Francisco, California, United States
- **Twitter:** @unifygtm  
1,814 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=742789c64e63b0497ffb2beae875d42eee7dcf5fb44dac22d5755ea3abbf2dd5&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Funifygtm&secure%5Burl_type%5D=linkedin_company_website)  
145 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Financial Services
- **Company Size:** 67% Small, 23% Medium

#### What Do G2 Reviewers Say About Unify?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of Unify, appreciating its simple and intuitive UI for streamlined outreach.
- Users appreciate the **automation features** of Unify, significantly streamlining their work processes and enhancing productivity.
- Users value the **automatic lead generation** feature of Unify, enabling highly targeted campaigns with minimal effort.
- Users value Unify for its **exceptional ease of use and seamless integration** , enhancing team collaboration and productivity.
- Users value the **exceptional support** and ease of use provided by Unify, making outreach effortless and effective.

##### Cons

- Users face **integration issues** with Unify, leading to complications in setup and loss of valuable time managing errors.
- Users find the **learning curve for new teammates challenging** , making it hard to navigate and utilize Unify effectively.
- Users find the **learning difficulty** challenging for new teammates, complicating the onboarding process with Unify.
- Users mention **limited features** in Unify, specifically the absence of A/B testing and customization options.
- Users wish for **missing advanced features** in Unify, like multi-channel support and A/B testing capabilities.

#### What Are Recent G2 Reviews of Unify?

**["Effortless Setup and Real-Time Automation with Unify"](https://www.g2.com/survey_responses/unify-review-11983972)**

**Rating:** 4.5/5.0 stars

_— NASEER A._

[Read full review](https://www.g2.com/survey_responses/unify-review-11983972)

**["Powerful Tool with Stellar Support"](https://www.g2.com/survey_responses/unify-review-12602310)**

**Rating:** 5.0/5.0 stars

_— Jay D._

[Read full review](https://www.g2.com/survey_responses/unify-review-12602310)

### [Membrain](https://www.g2.com/products/membrain/reviews)

Membrain is a specialized growth platform designed for B2B companies focused on enhancing their sales processes and driving sustainable growth. This comprehensive software solution provides users with the necessary structure, guidance, and insights to foster the right behaviors and effectively execute their sales strategies. With a strong reputation in the industry, Membrain has gained the trust of top sales experts and organizations across more than 80 countries. Targeted primarily at sales teams and management within B2B organizations, Membrain serves as a versatile tool that can either replace or complement traditional CRM systems. Its robust features cater to a variety of use cases, including sales performance management, sales coaching, and sales enablement. By integrating these functionalities, Membrain enables organizations to streamline their sales processes, improve team collaboration, and ultimately drive better results. One of the key features of Membrain is its ability to provide actionable insights through data-driven analytics. Users can track performance metrics, identify trends, and gain a deeper understanding of their sales activities. This level of visibility allows sales teams to make informed decisions, adjust their strategies in real-time, and focus on the activities that yield the highest returns. Additionally, Membrain's sales coaching capabilities empower managers to mentor their teams effectively, ensuring that best practices are shared and adopted across the organization. Membrain stands out in its category due to its unique combination of CRM functionalities and specialized sales tools. Recognized as a G2 Crowd High Performer in multiple categories, including CRM, Sales Performance Management, Sales Coaching, and Sales Enablement, Membrain offers a holistic approach to sales management. This integration of features not only enhances user experience but also ensures that organizations can leverage a single platform to address various aspects of their sales operations. The platform's user-friendly interface and customizable workflows further enhance its appeal, allowing organizations to tailor the system to their specific needs. By providing a comprehensive solution that encompasses both traditional CRM capabilities and advanced sales performance tools, Membrain equips B2B companies with the resources necessary to thrive in a competitive landscape.

**Average Rating:** 4.6/5.0

**Total Reviews:** 211

#### How Do G2 Users Rate Membrain?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.4/10)

#### Who Is the Company Behind Membrain?

- **Seller:** [Membrain](https://www.g2.com/sellers/membrain)
- **Company Website:** www.membrain.com
- **Year Founded:** 2012
- **HQ Location:** Stockholm, Sweden
- **Twitter:** @membrain\_com  
1,990 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=128b954648ec1b164dbc033fcc0dccbfbfa8433c867edbf8fd31c3b7cf80f8da&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmembraincom%2F&secure%5Burl_type%5D=linkedin_company_website)  
39 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 60% Small, 34% Medium

#### What Do G2 Reviewers Say About Membrain?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** in Membrain, noting its intuitive structure and seamless team adoption.
- Users value the **highly customizable features** of Membrain, enhancing their efficiency in managing prospects and pipelines.
- Users value the **hands-on support** from Membrain, appreciating their commitment to helping with software adoption and success.
- Users appreciate the **prompt and helpful customer support** from Membrain, enhancing their overall experience and satisfaction.
- Users appreciate the **high customizability** of Membrain, enabling tailored workflows that enhance productivity and organization.

##### Cons

- Users note that the **missing features** in Membrain, like better email formatting and calendar usability, hinder productivity.
- Users find the **steep learning curve** of Membrain challenging initially, though it offers robust features once mastered.
- Users find the **incomplete information** challenging, making it difficult to locate essential features and resources effectively.
- Users desire more **features and customization** in Membrain, especially for graphs and email formatting options.
- Users experience **dashboard issues** with limited customization options and difficulties in exporting historical data effectively.

#### What Are Recent G2 Reviews of Membrain?

**["Membrain user for an Internal Sales role."](https://www.g2.com/survey_responses/membrain-review-10736226)**

**Rating:** 4.0/5.0 stars

_— Moises B._

[Read full review](https://www.g2.com/survey_responses/membrain-review-10736226)

**["Top-Notch Support, User-Friendly UI, and Powerful Workflow Customization"](https://www.g2.com/survey_responses/membrain-review-12622325)**

**Rating:** 4.5/5.0 stars

_— Chris W._

[Read full review](https://www.g2.com/survey_responses/membrain-review-12622325)

#### What Are G2 Users Discussing About Membrain?

- [What is Membrain used for?](https://www.g2.com/discussions/what-is-membrain-used-for) - 2 comments

### [Atonom](https://www.g2.com/products/atonom/reviews)

Atonom gives teams back time by taking real work off their plate. Cloud Employees handle repetitive, high-volume tasks so human teams can focus on judgment, relationships, and higher-impact work only people can do.

**Average Rating:** 4.9/5.0

**Total Reviews:** 136

#### How Do G2 Users Rate Atonom?

- **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 9.7/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 9.2/10 (Category avg: 8.6/10)
- **Coaching :** 9.7/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Atonom?

- **Seller:** [Atonom](https://www.g2.com/sellers/atonom)
- **Year Founded:** 2018
- **HQ Location:** Provo, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c18ee36a74dd9c31e853360e6c782fff85e66a0044372af0319cdf65e8dd19c5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fatonomai%2F&secure%5Burl_type%5D=linkedin_company_website)  
133 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 52% Small, 43% Medium

#### What Do G2 Reviewers Say About Atonom?

_AI-generated summary from verified user reviews_

##### Pros

- Users commend the **quick integration and excellent support** from Atonom, enhancing productivity and user experience.
- Users appreciate the **user-friendly software** of Atonom, enjoying seamless navigation and efficient notification systems.
- Users value the **website visitor insights** feature of Atonom, enhancing targeting and data collection for marketing strategies.
- Users value the **real-time lead engagement** capabilities of Atonom, enhancing connection with potential customers effectively.
- Users value the **robust customer engagement features** of Atonom, enhancing real-time interaction with website visitors.

##### Cons

- Users note a **steep learning curve** with Atonom, requiring time and dedication to fully utilize its features.
- Users find the **steep learning curve** challenging, often requiring significant time to unlock the platform’s full potential.
- Users find that Atonom requires a significant amount of **time and dedication** to fully understand and utilize effectively.
- Users find the **complexity of the platform** requires significant time and commitment to fully understand and optimize.
- Users find **identification issues** frustrating, as it limits knowledge of individual visitors rather than just companies.

#### What Are Recent G2 Reviews of Atonom?

**["A usable marketing and lead gen tool"](https://www.g2.com/survey_responses/atonom-review-10428404)**

**Rating:** 4.5/5.0 stars

_— Jamie M._

[Read full review](https://www.g2.com/survey_responses/atonom-review-10428404)

**["An efficient and easy-to-use tool for monitoring signals."](https://www.g2.com/survey_responses/atonom-review-10375210)**

**Rating:** 4.5/5.0 stars

_— Dr. Will Hernando R._

[Read full review](https://www.g2.com/survey_responses/atonom-review-10375210)

#### What Are G2 Users Discussing About Atonom?

- [What is ChatFunnels used for?](https://www.g2.com/discussions/what-is-chatfunnels-used-for)

### [Terret.ai](https://www.g2.com/products/terret-ai/reviews)

Terret is the answer-to-action revenue engine that tells revenue teams what to do, then does it. Built for CROs, VP of Sales, and RevOps leaders running complex enterprise revenue motions. Most revenue AI gives teams surface-level recaps of calls and deals. Terret gets to the root of the questions that move the number — why enterprise deals are slipping, where pricing conversations are breaking down, which product gaps correlate with lost deals — and then executes against them across every rep, every deal, and every system. That's the category: not AI that tells you what happened, but AI that tells you what to do and does it. Terret's flagship product, Terret Nexus, is built on three components. The Revenue Graph unifies structured and unstructured data from every revenue-facing system — CRM, calls, emails, and data warehouse. The AI Architects run strategic analysis across that graph to find the patterns that drive wins. The AI Agents deploy playbooks, workflows, and real-time coaching into the tools revenue teams already use — Salesforce, Slack, Claude, ChatGPT, and the Terret web app. The system works through a four-step loop — Ask → Answer → Operationalize → Activate — and compounds over time, with every deal generating new signal that sharpens the next cycle. The result is an engine that answers the revenue questions no other AI can handle — why win rates are dropping, where closers are outperforming, which product gaps are costing deals — and then closes the gap without a human having to chase it down. Carta, Udemy, Cloudflare, and Mistral run on Terret.

**Average Rating:** 4.4/5.0

**Total Reviews:** 611

#### How Do G2 Users Rate Terret.ai?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.4/10)

#### Who Is the Company Behind Terret.ai?

- **Seller:** [Terret](https://www.g2.com/sellers/terret)
- **Company Website:** terret.ai
- **Year Founded:** 2018
- **HQ Location:** Santa Clara, CA
- **Twitter:** @terret\_ai
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=94ae1027234f4bb9aefbe9a4102ee6b78de305826e6ed147f8eb12bbdc62a314&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fboostup-ai%2F&secure%5Burl_type%5D=linkedin_company_website)  
50 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Enterprise Account Executive
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 64% Medium, 32% Large

#### What Do G2 Reviewers Say About Terret.ai?

_AI-generated summary from verified user reviews_

##### Pros

- Users find **forecasting easy** with Terret.ai, enjoying seamless integration and clear visibility of their renewals and opportunities.
- Users appreciate the **powerful analytics** of Terret.ai, enhancing decision-making through quick and customizable dashboard insights.
- Users value the **efficiency** of Terret.ai, greatly improving productivity and simplifying pipeline management for their companies.
- Users appreciate the **easy access** to comprehensive business insights through a single, well-organized dashboard.
- Users value the **seamless integration with SFDC** , enhancing efficiency in updating records and forecasting.

##### Cons

- Users experience **connection issues with Salesforce** , leading to lags and difficulties in data refresh rates.
- Users experience **integration issues** with Salesforce that complicate syncing and updating data, impacting overall user experience.
- Users find **forecasting issues** with Terret.ai due to limitations in hierarchy and Salesforce data cleanliness affecting functionality.
- Users find the **reporting capabilities inadequate** , highlighting a need for greater flexibility and precision in tracking forecasts.
- Users note that **difficult reporting** limits flexibility and complicates tracking of forecast accuracy across currencies and categories.

#### What Are Recent G2 Reviews of Terret.ai?

**["Revolutionized Our Pipeline Management"](https://www.g2.com/survey_responses/terret-ai-review-12596787)**

**Rating:** 4.0/5.0 stars

_— Kody E._

[Read full review](https://www.g2.com/survey_responses/terret-ai-review-12596787)

**["Boostup is a great tool to have everything in one place! Love it"](https://www.g2.com/survey_responses/terret-ai-review-8403565)**

**Rating:** 5.0/5.0 stars

_— Ronny B._

[Read full review](https://www.g2.com/survey_responses/terret-ai-review-8403565)

#### What Are G2 Users Discussing About Terret.ai?

- [What is BoostUp.ai used for?](https://www.g2.com/discussions/what-is-boostup-ai-used-for)

### [Regie.ai](https://www.g2.com/products/regie-ai/reviews)

Regie.ai is a comprehensive sales engagement solution designed to streamline pipeline generation for sales teams. As the landscape of sales continues to evolve, the demands for effective prospecting have increased significantly. Traditional sales tools often fall short in addressing these challenges, leaving crucial prospecting tasks incomplete. Regie.ai addresses these gaps by integrating representatives with AI agents within a cohesive workflow, ensuring that every aspect of prospecting is managed efficiently throughout the sales process. This platform is particularly beneficial for sales professionals and teams looking to enhance their prospecting efforts. By providing a unified solution, Regie.ai caters to a diverse audience, including sales representatives, managers, and organizations aiming to optimize their lead generation strategies. The platform is designed to tackle the complexities of modern sales, allowing users to focus on building relationships rather than getting bogged down by administrative tasks. Key features of Regie.ai include multi-line dialing, data enrichment, intent signal analysis, and automation for email and social outreach. These functionalities work together to create a signal-driven engagement model that is both structured and relevant. By consolidating various tools into one platform, Regie.ai eliminates the chaos often associated with juggling multiple sales applications. This integration not only enhances productivity but also ensures that sales teams can effectively engage with their total addressable market (TAM). The benefits of using Regie.ai extend beyond mere efficiency. The platform empowers sales teams to execute their prospecting strategies with greater precision, leveraging AI-driven insights to identify and prioritize leads. By automating routine tasks, sales representatives can dedicate more time to meaningful interactions with prospects, ultimately leading to higher conversion rates. Regie.ai stands out in the sales enablement category by providing a holistic approach to pipeline generation, combining human expertise with advanced technology to drive results.

**Average Rating:** 4.4/5.0

**Total Reviews:** 353

#### How Do G2 Users Rate Regie.ai?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 7.6/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 7.9/10 (Category avg: 8.6/10)
- **Coaching :** 7.7/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Regie.ai?

- **Seller:** [Regie.ai](https://www.g2.com/sellers/regie-ai)
- **Company Website:** www.regie.ai
- **Year Founded:** 2020
- **HQ Location:** San Francisco, CA
- **Twitter:** @regieai  
345 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ddfe8c8de169805c9b2605672ce380b038961322aaf79b869b53c61588cf5153&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fregie-ai%2F&secure%5Burl_type%5D=linkedin_company_website)  
94 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Sales Development Representative
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 48% Medium, 31% Small

#### What Do G2 Reviewers Say About Regie.ai?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of Regie.ai, which allows anyone to quickly learn and leverage its capabilities.
- Users find Regie.ai's **helpfulness in analytics and messaging** crucial for enhancing team performance and prospecting.
- Users find immense **time-saving** benefits with Regie.ai, enabling quick creation of personalized messages and sequences.
- Users praise Regie.ai for its **efficient information gathering** , significantly accelerating the prospect research process.
- Users commend Regie.ai for its **exceptional email personalization** , crafting relevant and accurate outreach effortlessly.

##### Cons

- Users report issues with **inaccuracy** in data, leading to mis-targeted prospects and unoptimized interactions.
- Users experience **messaging issues** with Regie.ai, affecting accuracy and team collaboration during sales meetings.
- Users experience **slower browser performance** and inconsistent content quality influenced by prospect information on LinkedIn.
- Users face issues with **inaccurate data** , affecting the reliability of information on prospects and companies.
- Users face a **significant learning curve** with Regie.ai, making initial setup and feature utilization challenging.

#### What Are Recent G2 Reviews of Regie.ai?

**["Regie: An Intuitive, Seamless Extension of My Daily Sales Workflow"](https://www.g2.com/survey_responses/regie-ai-review-12639048)**

**Rating:** 5.0/5.0 stars

_— Jody N._

[Read full review](https://www.g2.com/survey_responses/regie-ai-review-12639048)

**["Clean, Intuitive Interface with Instant, Spot-On Sequence Generation"](https://www.g2.com/survey_responses/regie-ai-review-12645669)**

**Rating:** 5.0/5.0 stars

_— Curt M._

[Read full review](https://www.g2.com/survey_responses/regie-ai-review-12645669)

#### What Are G2 Users Discussing About Regie.ai?

- [What is regie.ai used for?](https://www.g2.com/discussions/what-is-regie-ai-used-for) - 3 comments

### [Clay](https://www.g2.com/products/clay-com-clay/reviews)

Clay automates your data enrichment and email outbound motion by aggregating 100+ data providers, real-time data scraping, and AI message writing into a simple spreadsheet. Filter your dream lead lists with 300+ attributes to target the right leads at the right time, and then use AI to write personalized messages that significantly increase response rates and meetings booked. Trusted by more than 50,000 teams, Clay helps teams rapidly scale outbound without adding headcount. Experiment and run the highest performing campaigns so your sales team can focus on converting their existing pipeline.

**Average Rating:** 4.6/5.0

**Total Reviews:** 213

#### How Do G2 Users Rate Clay?

- **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 7.4/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 9.6/10 (Category avg: 8.6/10)
- **Coaching :** 7.4/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Clay?

- **Seller:** [Clay.com](https://www.g2.com/sellers/clay-com)
- **Company Website:** clay.com
- **HQ Location:** New York, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2df722717a202c4321bb061a8aaf7cbfb64d74ed0a3bb4809fa9426f6f2d5362&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fclay-hq%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,343 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Founder, CEO
- **Top Industries:** Computer Software, Marketing and Advertising
- **Company Size:** 73% Small, 24% Medium

#### What Do G2 Reviewers Say About Clay?

_AI-generated summary from verified user reviews_

##### Pros

- Users commend the **ease of use** of Clay, navigating effortlessly and achieving results quickly within weeks.
- Users praise Clay for its **seamless integrations** , enabling efficient workflows and enhanced data management across platforms.
- Users value the **efficient lead generation** capabilities of Clay, enhancing personalization and data accessibility seamlessly.
- Users appreciate the **time-saving features** of Clay, streamlining processes and reducing manual updates effortlessly.
- Users value the **automation capabilities** of Clay, which streamline workflows and enhance productivity significantly.

##### Cons

- Users find the **learning curve steep** , making initial adoption and setup challenging for new users of Clay.
- Users find the **learning difficulty** with Clay steep, making initial setup and adoption quite challenging.
- Users find Clay to be **expensive** , especially for small teams due to its high premium pricing structure.
- Users face challenges with **limited credits** , affecting their ability to efficiently manage workflows and data usage.
- Users find the **time-consuming setup process** of Clay challenging, impacting their ability to use the product efficiently.

#### What Are Recent G2 Reviews of Clay?

**["The most useful tool in modern go-to-market, plus an outstanding support team"](https://www.g2.com/survey_responses/clay-review-13000128)**

**Rating:** 5.0/5.0 stars

_— Eiad A._

[Read full review](https://www.g2.com/survey_responses/clay-review-13000128)

**["Powerful automation that makes outbound sales much faster and easier"](https://www.g2.com/survey_responses/clay-review-12576631)**

**Rating:** 4.5/5.0 stars

_— Manzar I._

[Read full review](https://www.g2.com/survey_responses/clay-review-12576631)

### [Salesflare](https://www.g2.com/products/salesflare/reviews)

Salesflare is the intelligent CRM that small and medium-sized businesses selling B2B love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around. No more manual data entry. Salesflare fills out your address book and keeps track of all interactions with the people you're in contact with. It takes data from social media, company databases, phone, email, calendar and hands it to you in automated customer timelines that tell you everything you need to know. You just have to write the emails, make the calls, and have the coffee. Never miss a deal again. Salesflare will tell and remind you what to do about leads so deals can't fall through the cracks anymore. Visual pipelines and powerful insights put you in full control of your sales funnel. Intuitive and easy-to-use, Salesflare turns complexity into simplicity so you can turn leads into customers. Salesflare works wherever you work and with whatever you are working with. Use it on desktop, mobile or just from a sidebar straight from your email inbox (Gmail and Outlook) and LinkedIn. Get even more out of Salesflare by integrating with 5000+ other productivity tools, such as Google Workspace, MailChimp, Trello and Slack.

**Average Rating:** 4.8/5.0

**Total Reviews:** 296

#### How Do G2 Users Rate Salesflare?

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 9.0/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 9.7/10 (Category avg: 8.6/10)
- **Coaching :** 9.2/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Salesflare?

- **Seller:** [Salesflare](https://www.g2.com/sellers/salesflare)
- **Year Founded:** 2014
- **HQ Location:** N/A
- **Twitter:** @salesflare  
7,012 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d841cd618d72ed159782b3131ee8ab2949d539059b368316e2e2fd9715140afe&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsalesflare%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, Co-Founder
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 79% Small, 14% Medium

#### What Do G2 Reviewers Say About Salesflare?

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of Salesflare, enhancing their productivity with its intuitive interface and automation.
- Users appreciate the **responsive support** and email capabilities of Salesflare, enhancing their CRM experience significantly.
- Users love the **time-saving automation** of Salesflare, effortlessly managing interactions and streamlining workflows for higher efficiency.
- Users love the **seamless automation** of Salesflare, boosting productivity and ensuring no lead is overlooked.
- Users love the **automation features** of Salesflare, enhancing efficiency by streamlining workflows and capturing essential interactions effortlessly.

##### Cons

- Users note the **missing features** in Salesflare may limit its appeal for teams needing advanced customization.
- Users feel the **limited features** of Salesflare may not meet the needs of all companies effectively.
- Users find **limited customization** options in Salesflare, making it less flexible than other CRM tools like Salesforce.
- Users point out that **reporting issues** exist, with a desire for more advanced analytics capabilities.
- Users find **limited customization options** in Salesflare, affecting their ability to tailor the CRM to their needs.

#### What Are Recent G2 Reviews of Salesflare?

**["Responsive Human Support and Continuous Innovation That Keeps Getting Better"](https://www.g2.com/survey_responses/salesflare-review-12974906)**

**Rating:** 4.5/5.0 stars

_— Verified User in Media Production_

[Read full review](https://www.g2.com/survey_responses/salesflare-review-12974906)

**["Simplistic Yet Powerful CRM with Stellar Support"](https://www.g2.com/survey_responses/salesflare-review-12441506)**

**Rating:** 5.0/5.0 stars

_— Matthew L._

[Read full review](https://www.g2.com/survey_responses/salesflare-review-12441506)

### [Freshsales](https://www.g2.com/products/freshsales/reviews)

Freshsales is an easy-to-use, AI-powered sales CRM software. Trusted by 65,000+ businesses worldwide, Freshsales CRM helps sales teams attract quality leads, engage in contextual conversations, grow sales pipeline, boost conversions, and power productivity. Freshsales CRM provides a 360-degree view of contacts and accounts to empower sales teams with context to sell better. Sellers can manage sales pipelines to visualize deal progress and define and track sales targets. Sales teams can effortlessly engage with prospects and customers with the built-in phone, email, and chat capabilities. Advanced automation features like workflows and sales sequences boost sales productivity and ensure better prospecting. Freddy AI in Freshsales helps sellers draft contextual sales emails, receive actionable deal insights, and never miss out on revenue opportunities.

**Average Rating:** 4.5/5.0

**Total Reviews:** 1,198

#### How Do G2 Users Rate Freshsales?

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 8.3/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 7.9/10 (Category avg: 8.6/10)
- **Coaching :** 7.9/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Freshsales?

- **Seller:** [Freshworks](https://www.g2.com/sellers/freshworks)
- **Year Founded:** 2010
- **HQ Location:** San Mateo, CA
- **Twitter:** @FreshworksInc  
19,020 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5f531480627d021846a1bab97814f28776888079b40b7e07b52045e7d1e35c99&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffreshworks-inc%2F&secure%5Burl_type%5D=linkedin_company_website)  
7,505 employees on LinkedIn®
- **Ownership:** NASDAQ: FRSH

#### Who Uses This Product?

- **Who Uses This:** CEO, Business Development Manager
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 68% Small, 27% Medium

#### What Do G2 Reviewers Say About Freshsales?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Freshsales, finding it user-friendly and intuitive for managing tasks.
- Users love the **user-friendly interface and extensive features** of Freshsales, enhancing their overall experience and efficiency.
- Users find Freshsales to be a **helpful CRM tool** that effectively tracks business development leads and deals.
- Users appreciate the **responsive customer support** of Freshsales, enhancing their experience with seamless onboarding and guidance.
- Users appreciate the **intuitive design** of Freshsales, finding it easy to learn and navigate across devices.

##### Cons

- Users find **missing features** in Freshsales, leading to frustration with reporting, automation, and configuration inconsistencies.
- Users find Freshsales to have **limited features** that hinder workflow management and overall user experience, prompting consideration of alternatives.
- Users find **configuration complexities** and limited reporting capabilities in Freshsales, impacting their overall CRM experience.
- Users find the **learning curve steep** , particularly with reporting and automated workflows in Freshsales.
- Users find the **limited customization** options frustrating, particularly with reporting and adding custom fields.

#### What Are Recent G2 Reviews of Freshsales?

**["A Practical CRM for Managing Leads and Customer Interactions"](https://www.g2.com/survey_responses/freshsales-review-12946886)**

**Rating:** 5.0/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/freshsales-review-12946886)

**["Streamlined CRM, Needs Better Customization"](https://www.g2.com/survey_responses/freshsales-review-12865168)**

**Rating:** 4.0/5.0 stars

_— Jeni J._

[Read full review](https://www.g2.com/survey_responses/freshsales-review-12865168)

#### What Are G2 Users Discussing About Freshsales?

- [What is Freshsales used for?](https://www.g2.com/discussions/what-is-freshsales-used-for) - 2 comments, 1 upvote
- [What are the three benefits of CRM?](https://www.g2.com/discussions/freshsales-what-are-the-three-benefits-of-crm) - 2 comments
- [What is Freshsales CRM?](https://www.g2.com/discussions/what-is-freshsales-crm) - 1 comment
- [What are the major types of CRM?](https://www.g2.com/discussions/what-are-the-major-types-of-crm) - 1 upvote
- [What are the features of CRM software?](https://www.g2.com/discussions/freshsales-what-are-the-features-of-crm-software) - 1 comment

### [InsideSales](https://www.g2.com/products/insidesales/reviews)

Accelerate your company’s revenue with Playbooks from InsideSales, the smartest sales engagement platform. With Playbooks, sales professionals increase productivity, optimize customer interactions, and connect to the right buyers. Playbooks goes beyond a traditional sales auto dialer or sequencer. It doesn’t just help your team do more, it helps them do more of the right things. Reps are provided with additional contacts and recommendations of who, when, and how to reach out—making their efforts more effective. Leadership is provided with valuable insight into their remote sales team to see what’s working and what isn’t.

**Average Rating:** 4.5/5.0

**Total Reviews:** 613

#### How Do G2 Users Rate InsideSales?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 9.1/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 9.1/10 (Category avg: 8.6/10)
- **Coaching :** 8.9/10 (Category avg: 8.4/10)

#### Who Is the Company Behind InsideSales?

- **Seller:** [InsideSales](https://www.g2.com/sellers/insidesales)
- **Year Founded:** 2012
- **HQ Location:** Austin, TX
- **Twitter:** @InsideSales\_PB  
19,854 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ed17cf00f8d2a441d32892b6c90793dd676ba1383ef7164414af8224e177bfe5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Finsidesales-playbooks%2F&secure%5Burl_type%5D=linkedin_company_website)  
25 employees on LinkedIn®
- **Phone:** (866) 549-0301

#### Who Uses This Product?

- **Who Uses This:** Business Development Representative, Sales Development Representative
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 48% Large, 36% Medium

#### What Are Recent G2 Reviews of InsideSales?

**["Playbooks is the Winners Tool"](https://www.g2.com/survey_responses/insidesales-review-4250902)**

**Rating:** 4.5/5.0 stars

_— Wendell B._

[Read full review](https://www.g2.com/survey_responses/insidesales-review-4250902)

**["this tool made my life so much easier"](https://www.g2.com/survey_responses/insidesales-review-4125642)**

**Rating:** 5.0/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/insidesales-review-4125642)

#### What Are G2 Users Discussing About InsideSales?

- [What is InsideSales used for?](https://www.g2.com/discussions/what-is-insidesales-used-for)

### [Koncert](https://www.g2.com/products/koncert/reviews)

Koncert is a B2B Sales Engagement platform designed to enhance the efficiency and effectiveness of sales teams through advanced dialer technology. With over 15 years of experience in the industry, Koncert leverages artificial intelligence to facilitate more meaningful conversations and build robust sales pipelines. The platform automates the traditionally manual process of dialing prospects, allowing users to connect with live prospects more efficiently and significantly increase their conversation rates. Targeted primarily at sales professionals and organizations looking to optimize their outreach efforts, Koncert offers a suite of dialer options tailored to various sales workflows. These include the Multi-line AI Parallel Dialer, Single-line AI Flow Dialer, Agent-Assisted Dialer, and Click-to-Call Dialer. Each option integrates seamlessly with leading Customer Relationship Management (CRM) systems, ensuring that sales teams can streamline their processes without disrupting their existing workflows. This adaptability makes Koncert an ideal solution for businesses of all sizes seeking to enhance their sales engagement strategies. The key features of Koncert's dialer technology include automation capabilities that enable sales teams to connect with prospects at an unprecedented scale. By automating the dialing process, sales representatives can focus on engaging with prospects rather than spending time on manual dialing. This not only increases the number of conversations but also optimizes productivity, allowing teams to allocate their time and resources more effectively. The platform also includes AI PitchLab, which trains representatives in real time with AI-powered feedback on tone, pacing, and talk-to-listen ratios, turning every call into a coaching opportunity. Additionally, Koncert offers Waterfall Data Enrichment, which automates prospect list clean-up and boosts connect rates with accurate, enriched data from multiple sources. This feature enhances the quality of leads that sales teams engage with, further improving the likelihood of successful conversions. The platform also provides valuable insights for coaching and training purposes, enabling sales managers to refine their strategies and improve overall team performance. Koncert's AI-driven auto dialer and cadence platform stand out in the B2B sales tools market by offering a comprehensive solution that enhances both conversation rates and pipeline development. The ability to customize dialing strategies based on specific sales workflows ensures that organizations can implement a solution that meets their unique needs. By empowering sales teams to engage more effectively with prospects, Koncert plays a crucial role in driving business growth and achieving sales objectives.

**Average Rating:** 4.6/5.0

**Total Reviews:** 408

#### How Do G2 Users Rate Koncert?

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 9.8/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 9.2/10 (Category avg: 8.6/10)
- **Coaching :** 9.1/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Koncert?

- **Seller:** [Koncert](https://www.g2.com/sellers/koncert)
- **Company Website:** www.koncert.com
- **Year Founded:** 2004
- **HQ Location:** Windham, NH
- **Twitter:** @koncert  
2 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4eb4a22b72b71ae1eba1e5d71535eb05cc226351c667da1aa888debe1af354cb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2590826%2F&secure%5Burl_type%5D=linkedin_company_website)  
53 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Sales Development Representative, SDR
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 45% Medium, 36% Small

#### What Do G2 Reviewers Say About Koncert?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **time-saving capabilities** of Koncert, allowing efficient cold calling and quick data management.
- Users value the **efficiency** of Koncert, allowing for quicker dialing and increased productivity in booking meetings.
- Users love the **efficient lead generation** capabilities of Koncert, boosting their dialing speed and meeting bookings.
- Users appreciate the **ease of use** of Koncert, highlighting its user-friendly design and effective results.
- Users appreciate the **automation features** of Koncert, enabling efficient prospecting without manual dialing hassle.

##### Cons

- Users report frequent **call issues** , including audio glitches and difficulties with dialing multiple lines effectively.
- Users report frequent **dialer issues** , including glitches and difficulties with audio and tracking multiple calls.
- Users experience **slow loading** issues with Koncert during high volume dialing, affecting call flow and synchronization.
- Users experience occasional **software bugs** with Koncert, including crashes and issues with list uploads from Salesforce.
- Users experience a **delay in communication** when calls are picked up, causing frustration during conversations.

#### What Are Recent G2 Reviews of Koncert?

**["Highly Efficient Calling Solution with Excellent Support"](https://www.g2.com/survey_responses/koncert-review-13089473)**

**Rating:** 5.0/5.0 stars

_— Lam T._

[Read full review](https://www.g2.com/survey_responses/koncert-review-13089473)

**["Konsert’s Parallel Dialer, New UI, and AI Notes Supercharge Productivity"](https://www.g2.com/survey_responses/koncert-review-13169696)**

**Rating:** 5.0/5.0 stars

_— Petro C._

[Read full review](https://www.g2.com/survey_responses/koncert-review-13169696)

#### What Are G2 Users Discussing About Koncert?

- [What is Koncert used for?](https://www.g2.com/discussions/what-is-koncert-used-for)

### [Mixmax](https://www.g2.com/products/mixmax/reviews)

Mixmax is the sales engagement platform that works inside your inbox — Gmail and Outlook. Track every email, automate your follow-up, and book meetings without ever leaving the tab you already work in. Most sales tools make reps go somewhere else to do their job. Mixmax doesn't. You see who opened, clicked, and replied in real time. You build sequences that send and follow up on their own. You drop in one-click scheduling links and let meetings book themselves. And everything logs to Salesforce and HubSpot automatically — no copy-paste, no tab-switching, no end-of-day CRM cleanup. Where most tools stop at the send, Mixmax keeps going. It reads every signal across your inbox, sequences, and meetings, then tells each rep which accounts need attention right now and what to send next. That's the follow-up game — the gap between "sequence sent" and "deal closed," where deals are actually won or lost. Under the hood, Mixmax Intelligence turns those signals into the next move: a drafted reply, a smart send time, a follow-up that's gone cold and needs a nudge, a meeting summary synced to the CRM the moment the call ends. It runs where your team already works, so adoption is automatic — no new tool to log into, no workflow to relearn. Teams see results fast: • 52% average reply rates (vs. a 2–3% industry average) • 67% open rates with AI-optimized Smart Send timing • 90% rep adoption (vs. ~30% for most sales tools) • 2+ hours saved per rep, per day • Positive ROI in about 4 months — with value on day one Mixmax fits sales teams that live in Gmail or Outlook and run on a real CRM — from founders sending their first sequences to revenue teams standardizing follow-up across every rep. Start free with email tracking, scheduling, and templates, then add Copilots for your inbox, meetings, and outbound as your team grows.

**Average Rating:** 4.6/5.0

**Total Reviews:** 1,438

#### How Do G2 Users Rate Mixmax?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.4/10)
- **Integrations / APIs:** 10.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Mixmax?

- **Seller:** [Mixmax](https://www.g2.com/sellers/mixmax)
- **Company Website:** mixmax.com
- **Year Founded:** 2014
- **HQ Location:** San Francisco, CA
- **Twitter:** @Mixmax  
4,233 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fea27ad42b8008fb5ba2cfbc1362455d9cfd79cc13a5c3b64c50c75677646cc8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F4813569%2F&secure%5Burl_type%5D=linkedin_company_website)  
130 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Customer Success Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 53% Small, 43% Medium

#### What Do G2 Reviewers Say About Mixmax?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **effective email tracking** capabilities of Mixmax, enhancing their outreach and campaign performance significantly.
- Users appreciate the **ease of use** of Mixmax, especially for quick email template creation and integration features.
- Users love that Mixmax offers **time-saving automation** , streamlining outreach and improving efficiency with customizable messages.
- Users love the **versatile features** of Mixmax, enhancing outreach with templates, analytics, and seamless integrations.
- Users appreciate the **helpful features** of Mixmax, enhancing email efficiency and engagement with templates and analytics.

##### Cons

- Users feel that the **missing features** in Mixmax limit functionality, particularly in the standard version.
- Users find it limiting that Mixmax only allows sending emails from **one sender** , complicating team communication.
- Users feel that Mixmax has **limited features** , wishing for improved functionality like sending emails from multiple accounts.
- Users find Mixmax to be **pricey** for its features, especially when relying mainly on email functions.
- Users find the **learning curve steep** due to difficult tutorials and complex feature navigation in Mixmax.

#### What Are Recent G2 Reviews of Mixmax?

**["Excellent Tracking, Reminders, and Sequences That Streamline Follow-Ups"](https://www.g2.com/survey_responses/mixmax-review-12781887)**

**Rating:** 5.0/5.0 stars

_— Sylvia T._

[Read full review](https://www.g2.com/survey_responses/mixmax-review-12781887)

**["Reminders and Sequences Keep My Follow-Ups Effortless and Fast"](https://www.g2.com/survey_responses/mixmax-review-12736253)**

**Rating:** 5.0/5.0 stars

_— Scott C._

[Read full review](https://www.g2.com/survey_responses/mixmax-review-12736253)

#### What Are G2 Users Discussing About Mixmax?

- [What is Mixmax used for?](https://www.g2.com/discussions/what-is-mixmax-used-for) - 2 comments
- [How do I install Mixmax?](https://www.g2.com/discussions/how-do-i-install-mixmax) - 1 comment
- [Does Mixmax work with Outlook?](https://www.g2.com/discussions/does-mixmax-work-with-outlook) - 1 comment
- [What is Mixmax app?](https://www.g2.com/discussions/what-is-mixmax-app) - 2 comments
- [How much does Mixmax cost?](https://www.g2.com/discussions/how-much-does-mixmax-cost) - 1 comment

### [Enginy](https://www.g2.com/products/enginy/reviews)

At Genesy, we are on a mission to revolutionize the way B2B sales and prospecting teams operate. Our cutting-edge lead generation technology streamlines the process, freeing up your salespeople to focus on what they excel at: selling to potential customers. With our powerful tool, you can avoid wasting time on manual prospecting and optimize your sales team's efforts to secure a predictable and scalable sales pipeline. Tired of manual lead generation and inaccurate contact information? Genesy is an AI-driven B2B lead generation and outreach automation platform. It enables users to effortlessly create targeted lead lists, enrich them with verified company and contact information from market-leading tools and databases, and automate outreach campaigns via email and LinkedIn within the same platform. Genesy's unique AI sales chatbot ensures seamless warm up and engagement with prospects, making B2B sales more efficient and effective. Witness unparalleled efficiency and sales productivity with Genesy: • Avoid wasting time doing manual prospecting • Optimize salespeople time & focus effort into qualifying leads • Give unlimited access to contact information from key decision-makers for your reps • Avoid expensive paid media and poor quality databases • Get accurate company & contact data from valuable sources and improve CRM quality • Be able to generate leads in a faster, scalable way and secure predictable sales pipeline to better grow your team • Launch automated, AI-powered messaging campaigns to your lead lists seamlessly, to better focus your sales efforts and boost pipeline generation Empower your sales team with best-in-class technology. Request a Demo here: https://bit.ly/GenesyAIDemo

**Average Rating:** 4.6/5.0

**Total Reviews:** 23

#### How Do G2 Users Rate Enginy?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 9.0/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 9.3/10 (Category avg: 8.6/10)
- **Coaching :** 8.8/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Enginy?

- **Seller:** [Enginy](https://www.g2.com/sellers/enginy)
- **Year Founded:** 2022
- **HQ Location:** Barcelona, Spain
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c5f5eb8634891bf24282e8a92d6e94cedb13554b3f612b976e81fa67ebf13ba5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgenesy-ai&secure%5Burl_type%5D=linkedin_company_website)  
97 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software
- **Company Size:** 70% Small, 30% Medium

#### What Do G2 Reviewers Say About Enginy?

_AI-generated summary from verified user reviews_

##### Pros

- Users highly value the **automation features** of Enginy, facilitating seamless outreach and campaign management effortlessly.
- Users find Genesy.ai **easy to use** , streamlining their sales processes and enhancing lead generation effortlessly.
- Users commend Enginy for its **effective lead generation** , significantly enhancing outreach efficiency and growing client bases.
- Users praise the **excellent customer support** of Enginy, finding it efficient and helpful with all queries.
- Users find Genesy.ai to be an **intuitive platform** that simplifies managing customer and employee experiences effectively.

##### Cons

- Users face occasional **software bugs** , though the team resolves them quickly as the product evolves.
- Users experience **integration challenges** with Genesy AI that can lead to technical difficulties and workflow disruptions.
- Users note a **learning curve** with Genesy AI, particularly when navigating advanced features and initial setups.
- Users notice **slow performance** with Enginy, especially when handling large data volumes, impacting productivity and efficiency.
- Users find the **AI text generation limited** for long-form content, impacting its effectiveness in certain tasks.

#### What Are Recent G2 Reviews of Enginy?

**["Streamlined, centralized, and exceptionally user-friendly"](https://www.g2.com/survey_responses/enginy-review-10655888)**

**Rating:** 5.0/5.0 stars

_— Samantha S._

[Read full review](https://www.g2.com/survey_responses/enginy-review-10655888)

**["The most logical end-to-end outreach software"](https://www.g2.com/survey_responses/enginy-review-10607579)**

**Rating:** 5.0/5.0 stars

_— Sharné M._

[Read full review](https://www.g2.com/survey_responses/enginy-review-10607579)

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[Video Conferencing Software](https://www.g2.com/categories/video-conferencing)

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Similar Categories

- [CRM](/categories/crm)
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- [Contract Lifecycle Management (CLM)](/categories/contract-lifecycle-management-clm)

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[Browse AI Sales Assistant Themes](/categories/ai-sales-assistant/themes)

 ![Julie Jung](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julie Jung")
JJ

Researched and written by [Julie Jung](https://research.g2.com/insights/author/julie-jung)

Updated July 7, 2026

### What is AI sales assistant software?

AI sales assistant software uses artificial intelligence to help sales teams automate routine tasks, surface data-driven insights, and facilitate more personalized engagement with prospects and customers. It operates within existing sales tools and workflows to automate core sales activities such as lead qualification, follow-ups, pipeline management, forecasting, meeting scheduling, and CRM data entry.

### Core capabilities of AI sales assistant software

To qualify for inclusion in the AI Sales Assistant category, a product must:

- Support sales teams by automating basic tasks or providing predictive insights
- Utilize embedded artificial intelligence as a primary mechanism for delivering value
- Offer AI-assisted guidance, recommendations, or automation that enhances human decision-making while humans have control, visibility, and responsibility over the outcome
- Be purpose-built for sales workflows and use cases with features, data models, or outputs oriented around deals, pipelines, prospects, and revenue
- Integrate with or operate alongside core sales tools such as CRM, email, calendars, and communication platforms

### Common use cases for AI sales assistant software

Sales teams use AI sales assistants to reduce time spent on administrative work and focus more energy on high-value interactions. Common use cases include:

- Automating lead qualification, follow-up sequences, and meeting scheduling to accelerate pipeline progression
- Providing AI-driven forecasting and pipeline insights to help managers prioritize opportunities
- Handling data entry and CRM updates automatically to keep records accurate without manual input
- Providing recommended next steps informed by deal context, historical performance, and buyer engagement signals to guide reps toward the activities most likely to drive revenue
- Summarizing calls, emails, and meetings to give reps instant context before and after customer interactions
- Generating personalized outreach, call scripts, and email drafts using generative AI informed by deal context and prospect data

### How AI sales assistant software differs from other tools

AI sales assistant software should not be confused with [agentic AI software](https://www.g2.com/categories/agentic-ai). AI sales assistants often function as human-assisted copilots that support sales rep-initiated workflows, while AI agents are designed to run tasks more proactively and autonomously. Many AI sales assistants commonly include both copilot and agent-like capabilities. AI sales assistants can have broad overlap with [conversation intelligence software](https://www.g2.com/categories/conversation-intelligence), [sales analytics software](https://www.g2.com/categories/sales-analytics), and [sales intelligence software](https://www.g2.com/categories/sales-intelligence). However, AI sales assistants are differentiated by their focus on task automation, combined with the delivery of insights through embedded AI. They work alongside or integrate with [CRM software](https://www.g2.com/categories/crm) to automate routine operational work that would otherwise consume a salesperson's time.

### Insights from G2 on AI sales assistant software

According to data from G2, the most prominent features of this category include AI-powered pipeline visibility and automated follow-up tools. Increased productivity from reduced manual tasks and faster lead response stand out as primary outcomes of adoption.

Show More

* * *

## How Do You Choose the Right AI Sales Assistant Software?

### 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 
- **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. 

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. 

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. 

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. 

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