# Best AI Sales Assistant Software - Page 8

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

**Total Products under this Category:** 640

### 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
- 640+ 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=156120&focus%5B%5D=577)

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

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=fathom-video&focus%5B%5D=gtm-workspace-powered-by-zoominfo&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=2026-08-02T00%3A03%3A32Z&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%3D8%26segment%3Dall%26selected_view%3Dgrid&secure%5Btoken%5D=12fb80878507ec9d4151b5853d68763ddaa0a1c7c1cbf03cd002abc07b558142&secure%5Burl%5D=https%3A%2F%2Ffathom.video%2Fpricing&secure%5Burl_type%5D=paid_promos)

### [SalesMonk](https://www.g2.com/products/salesmonk/reviews)

SalesMonk is a GTM revenue platform that turns anonymous website traffic into qualified sales meetings by combining visitor de-anonymization, intent tracking, and AI-powered agents. It identifies which companies are on your site in real time, analyzes their behavior and buying intent, and then uses intelligent chat/voice workflows to answer product, pricing, and implementation questions, qualify using BANT/MEDDIC-style logic, and book meetings directly to your reps’ calendars. Designed for B2B SaaS and ABM motions, SalesMonk helps marketing capture the 97% of visitors who never fill forms, gives sales a live feed of high-intent accounts on the site, and creates an always-on, inbound‑led outbound engine that drives more pipeline from existing traffic. See what we offer, visit: SalesMonk.ai

**Average Rating:** 4.8/5.0

**Total Reviews:** 15

#### How Do G2 Users Rate SalesMonk?

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

#### Who Is the Company Behind SalesMonk?

- **Seller:** [SalesMonk](https://www.g2.com/sellers/salesmonk)
- **HQ Location:** Delaware, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8b5ebeb955bc36ea9f3fa79dfa8254b1c1336d2d57e77194d354088cf11af6b6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsalesmonk-ai%2F&secure%5Burl_type%5D=linkedin_company_website)  
20 employees on LinkedIn®
- **Ownership:** Tanuj Mendiratta
- **Phone:** +919096097030

#### Who Uses This Product?

- **Top Industries:** Computer Software
- **Company Size:** 44% Small, 31% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users benefit from **automation** with SalesMonk, enhancing lead engagement and streamlining follow-ups for efficiency.
- Users highlight the **automation of lead engagement** in SalesMonk, enhancing efficiency and improving conversion rates.
- Users benefit from **automated conversation management** , enhancing lead engagement and improving response rates significantly.
- Users find SalesMonk **extremely helpful** for automating lead engagement and improving response rates, boosting conversions efficiently.
- Users value the **automation of lead engagement** in SalesMonk, enhancing efficiency and response rates significantly.

##### Cons

- Users highlight **dependency issues** with SalesMonk, which may hinder personal interactions and create reliance on the tool.
- Users note **usage limitations** , such as lack of external data access and feeling overly automated for personalized interactions.
- Users find the **lack of personalization** in SalesMonk's AI responses can detract from the experience with high-value leads.
- Users find the **complex configuration** process time-consuming, impacting the overall effectiveness of the tool.
- Users find the **cost can seem high** if lead volume is low, causing budget concerns for some businesses.

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

**["One Platform Replaced Our Entire Outbound Stack"](https://www.g2.com/survey_responses/salesmonk-review-12588498)**

**Rating:** 5.0/5.0 stars

_— Gaurav M._

[Read full review](https://www.g2.com/survey_responses/salesmonk-review-12588498)

**["Hot Account Alerts That Actually Lead to Meetings"](https://www.g2.com/survey_responses/salesmonk-review-12590410)**

**Rating:** 5.0/5.0 stars

_— Salil P._

[Read full review](https://www.g2.com/survey_responses/salesmonk-review-12590410)

### [Triple Session](https://www.g2.com/products/triple-session/reviews)

Triple Session in an AI Revenue Enablement Platform that helps sales teams optimize coaching, training, and productivity. It turns every sales call into actionable insights for coaching and productivity by automating call reviews, closing skill gaps with targeted and gamified sales training, keeping CRM up-to-date and more. Sales teams can do more coaching, free reps to spend time selling, and stay on top of their playbook strategy, all with one tool.

**Average Rating:** 4.9/5.0

**Total Reviews:** 28

#### How Do G2 Users Rate Triple Session?

- **Peformance Tracking:** 8.3/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 8.0/10 (Category avg: 8.6/10)
- **Coaching :** 9.0/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Triple Session?

- **Seller:** [Triple Session](https://www.g2.com/sellers/triple-session)
- **Year Founded:** 2020
- **HQ Location:** Boston, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8d56c5e6a1e44c766552e022a1d2e50fcb9448ba0301d53058d5e1d87d894712&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftriple-session&secure%5Burl_type%5D=linkedin_company_website)  
13 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 66% Medium, 31% Small

#### What Do G2 Reviewers Say About Triple Session?

_AI-generated summary from verified user reviews_

##### Pros

- Users highly value the **efficiency** of Triple Session, enhancing their organizational skills and forecasting capabilities in deal management.
- Users value the **excellent customer support** of Triple Session, enhancing their sales skills and overall experience.
- Users appreciate the **ease of use** of Triple Session, finding it intuitive for managing deals and development.
- Users value the **engaging content** of Triple Session, appreciating its structured approach to skill development and growth.
- Users find that Triple Session offers **time-saving AI support** that streamline deal management and forecasting processes significantly.

##### Cons

- Users find the **AI inaccuracies** of Triple Session frustrating, as it sometimes misinterprets conversation inferences.
- Users note the **confusing quizzes** and theory-heavy content, which occasionally detracts from the training experience.
- Users feel that Triple Session is **expensive** and would prefer more affordable B2C options for personal use.
- Users note the **inaccurate data** in Triple Session, leading to missed inferences and frustration in conversations.
- Users find the **learning curve steep** due to overly theoretical training and occasionally confusing quizzes.

#### What Are Recent G2 Reviews of Triple Session?

**["Triple Session Delivered Exceptional ROI and Boosted Sales Team Productivity"](https://www.g2.com/survey_responses/triple-session-review-12614632)**

**Rating:** 5.0/5.0 stars

_— Bryan M._

[Read full review](https://www.g2.com/survey_responses/triple-session-review-12614632)

**["Instant Call Scoring and Easy Navigation That Keeps Teams Informed"](https://www.g2.com/survey_responses/triple-session-review-12613820)**

**Rating:** 5.0/5.0 stars

_— Iman B._

[Read full review](https://www.g2.com/survey_responses/triple-session-review-12613820)

### [Clodura.AI](https://www.g2.com/products/clodura-ai/reviews)

Clodura.AI — GenAI Go-to-Market Platform. From Database to Deal Closure. Clodura.AI is a Series A funded GenAI Go-to-Market platform trusted by 73,000+ sales professionals worldwide. It is the only platform that unifies your complete revenue workflow — data, intelligence, AI-powered outreach, calling, and deliverability — without requiring a multi-tool stack. Most GTM teams are paying for four to six tools that don't talk to each other. Clodura.AI was built to replace that stack with one platform that runs the full motion: find the right contacts, understand the buying context, reach out with messages that earn replies, and track outcomes — all in one place. The Database 600M+ verified B2B contacts and 50M+ company profiles with deep organizational intelligence. Emails and mobile numbers verified in real time through integrations with 50+ email providers and 20+ dialer networks — so your team is always working with data that is accurate at the moment of use, not at the moment of export. Email Verifier Every contact unlocked inside Clodura is verified in real time before it reaches the user. Clodura.AI's Email Verifier extends that same engine to externally sourced lists — CRM exports, trade show leads, LinkedIn contacts, purchased databases — without requiring a separate subscription or tool. Two verification tiers: Standard: Covers syntax checks, domain validation, and SMTP verification. Suited for warm databases and existing CRM records. Deep: Adds catch-all domain detection and identification of SEG-protected inboxes (Proofpoint, Mimecast, Barracuda). Built for cold outreach into enterprise accounts where deliverability risk is highest. Single email verification returns results inline. Bulk CSV uploads up to 100MB run through a High Volume pipeline. Both tiers run on existing Clodura credits — no separate invoice, no third-party account to manage. Atlas — Agentic SDR Atlas is Clodura.AI's Agentic SDR. It does not send templates. It writes a completely original email from scratch for every prospect — based on individual research across three intelligence layers. Seller Intelligence: Atlas analyzes your website and offer to build a deep understanding of your value proposition and competitive position before writing a single word. Buyer Company Intelligence: For every target account, Atlas evaluates funding signals, tech stack, hiring patterns, recent news, and leadership changes — identifying genuine buying readiness rather than demographic fit alone. The EQ Engine: Atlas profiles each individual prospect at the psychographic level: negotiation style, communication preferences, technology adoption profile, and career trajectory. A CMO six months into a new role has different priorities than one with five years of tenure. Atlas identifies which is which — and writes accordingly. The training behind Atlas is Atlas University — a four-semester curriculum built on 10 million successful outbound emails, 5 million subject lines, and 100,000+ A/B campaigns. Seven proven sales frameworks (Sandler, Challenger, SPIN, SNAP, Straight Line, and more) are matched to each prospect's psychographic profile at 95% accuracy. Every Atlas sequence follows a structured five-phase cadence: Hook → Value → Proof → Bump → Breakup. Every sequence is reviewed by a human before the full campaign goes live. Your team sees sample emails per prospect, can edit or regenerate any message, and controls what goes out — before a single email reaches an inbox. The results Atlas campaigns consistently deliver: Open rates: 40%+ (industry average: below 10%) Reply rates: 4%+ (industry average: 0.5% — an 8X improvement) 95% Primary inbox placement Every email original — written from scratch per prospect CallPilot — Integrated Dialer CallPilot is Clodura.AI's built-in calling layer. Make calls directly from the platform with local presence dialing, call recording, and activity logging — without switching to a separate dialer. Multi-channel outreach managed in one place, with full visibility on every touchpoint. Deliverability Suite Inbox health is engineered into the platform, not bolted on. Before any campaign goes live: Spam Score — every email is analyzed against dozens of spam filter algorithms and flagged for correction before sending Inbox Placement Testing — campaigns are tested against 250,000+ diverse test inboxes spanning every major email provider and enterprise security configuration Inbox Warmup — domain and mailbox warmup built in to protect sender reputation at scale Exact placement is verified — Primary, Promotions, or Spam — and only campaigns achieving high Primary placement rates proceed to launch. Clodura.AI consistently achieves 95% Primary inbox placement. Pricing and Scale Credit-based pricing with unlimited users. No per-seat tax on team growth. Whether you're a founder running outbound yourself or a RevOps team standardizing a 50-person sales org, the pricing model scales without penalizing headcount. Why GTM Teams Switch to Clodura.AI The typical sales stack costs $15,000–$40,000+ per year across separate tools for data, enrichment, sequencing, calling, and deliverability. Each tool requires its own login, its own integration, its own contract, and its own failure mode. Clodura.AI consolidates that motion into one platform — with a single data layer, a single outreach system, and a single source of truth for pipeline activity. From database to deal closure. All in one platform. Start free: https://www.clodura.ai/app/#/auth/register?utm\_source=G2\_bio&utm\_medium=referral Book a Demo: https://www.clodura.ai/request-demo/?utm\_source=G2\_bio&utm\_medium=referral

**Average Rating:** 4.6/5.0

**Total Reviews:** 333

#### How Do G2 Users Rate Clodura.AI?

- **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 8.4/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 7.8/10 (Category avg: 8.6/10)
- **Coaching :** 8.6/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Clodura.AI?

- **Seller:** [Clodura](https://www.g2.com/sellers/clodura)
- **Company Website:** www.clodura.ai
- **Year Founded:** 2015
- **HQ Location:** Baner, Pune, IN
- **Twitter:** @Clodura  
580 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d559a347f45369235933a2713c7559071037030596762137183c3d22dad7b141&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fclodura-systems&secure%5Burl_type%5D=linkedin_company_website)  
97 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Founder, CEO
- **Top Industries:** Information Technology and Services, Marketing and Advertising
- **Company Size:** 65% Small, 25% Medium

#### What Do G2 Reviewers Say About Clodura.AI?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Clodura.AI very **easy to use** , benefitting from reliable data and excellent customer support.
- Users value the **high-quality lead generation** of Clodura.AI, appreciating its efficiency and automation in finding relevant leads.
- Users praise Clodura.AI's **accurate contact information** , appreciating its extensive leads and customization capabilities.
- Users appreciate the **high quality and accuracy of leads** provided by Clodura.AI, enhancing their sales efforts significantly.
- Users appreciate the **powerful search filters** and buyer intent feature in Clodura.AI that enhance sales discussions.

##### Cons

- Users mention a **steep learning curve** that requires time to fully grasp the Clodura.AI platform's functionalities.
- Users express frustration with the **inaccuracy of contact information** , often finding outdated or missing data.
- Users often face issues with **outdated information** , leading to inaccuracies and the need for frequent customer service support.
- Users feel the **missing features** like limited CRM integration and basic search hinder their overall experience with Clodura.AI.
- Users report **outdated data** in Clodura.AI, leading to inaccuracies and a high bounce rate in communications.

#### What Are Recent G2 Reviews of Clodura.AI?

**["Great tool for generating CRM and consulting tech leads with high intent"](https://www.g2.com/survey_responses/clodura-ai-review-13068536)**

**Rating:** 5.0/5.0 stars

_— Arthur A._

[Read full review](https://www.g2.com/survey_responses/clodura-ai-review-13068536)

**["Leveraging Clodura Intent Data To Speed Up IT & Cybersecurity Pipeline Development"](https://www.g2.com/survey_responses/clodura-ai-review-13065151)**

**Rating:** 5.0/5.0 stars

_— Corey M._

[Read full review](https://www.g2.com/survey_responses/clodura-ai-review-13065151)

#### What Are G2 Users Discussing About Clodura.AI?

- [What is Clodura.AI used for?](https://www.g2.com/discussions/what-is-clodura-ai-used-for) - 1 comment

### [Syft AI](https://www.g2.com/products/syft-ai/reviews)

Syft AI helps B2B sales teams find and close deals they didn't know existed. We replace static lists with precision by pinpointing companies actively signaling the exact problems you solve. Syft identifies Value Matches so your reps know exactly who to engage and why. We automate the account research needed to turn cold outreach into high-value conversations. Stop guessing and start targeting the accounts that genuinely need your help right now.

**Average Rating:** 5.0/5.0

**Total Reviews:** 17

#### How Do G2 Users Rate Syft AI?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 4.7/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 8.7/10 (Category avg: 8.6/10)
- **Coaching :** 5.0/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Syft AI?

- **Seller:** [Syft AI](https://www.g2.com/sellers/syft-ai)
- **Year Founded:** 2022
- **HQ Location:** Austin, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=404103fe90e8f6e90a8ecc8a97d28c1dc097b55ecfec9b671df2973c54b297b5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsyftai%2F&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software
- **Company Size:** 65% Small, 24% Medium

#### What Do G2 Reviewers Say About Syft AI?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of Syft AI, enhancing their workflow and boosting productivity effortlessly.
- Users find Syft AI to be essential for **effective lead generation** , enabling targeted outreach with valuable, detailed insights.
- Users find Syft AI to be **exceptionally effective** , enhancing prospecting and meeting preparation significantly while boosting response rates.
- Users highlight the **valuable intent signals** from Syft AI, enhancing targeted outreach and boosting sales efficiency.
- Users value the **data accuracy** of Syft AI, enabling productive calls and effective lead validation for tailored outreach.

##### Cons

- Users express a desire for **missing features** such as improved filters and additional communication channels in Syft AI.
- Users find **difficult navigation** frustrating, wishing for a more streamlined way to access information quickly.
- Users note a **rare data mismatch** with company names, though it's expected from multi-source aggregation.
- Users experienced a **difficult setup** initially, but found the process has improved with updates over time.
- Users find the **filtering difficulty** frustrating, suggesting improved filters for efficiency and better search results.

#### What Are Recent G2 Reviews of Syft AI?

**["Great Coverage That Helps Us Confirm Faster"](https://www.g2.com/survey_responses/syft-ai-review-12412622)**

**Rating:** 5.0/5.0 stars

_— Claire P._

[Read full review](https://www.g2.com/survey_responses/syft-ai-review-12412622)

**["Syft Delivers Targeted Outreach with Ease"](https://www.g2.com/survey_responses/syft-ai-review-11880425)**

**Rating:** 5.0/5.0 stars

_— Stephen H._

[Read full review](https://www.g2.com/survey_responses/syft-ai-review-11880425)

### [Linked Helper](https://www.g2.com/products/linked-helper/reviews)

Linked Helper 2 is the safest and powerful LinkedIn automation tool and CRM. Technically is a web-browser (not an extension for web-browsers), which can automate your manual work in LinkedIn. It really repeats human actions without any code injections into LinkedIn page or LinkedIn API calls. LH2 core features: 1. Automates: • Invites or connection requests, • InMails, • Messages to 1st connections, group members or LinkedIn events attendees, • Built-in email finding tool, • Profile visiting and extracting, • Profile Following, • Organizations profile scrapping, • Inviting 1st level connections to LinkedIn Events, • Inviting 1st level connections to your company page in LinkedIn, • Inviting 1st level connections to join LinkedIn group, • Liking and commenting post and articles, • Mention people under your LinkedIn post, • Endorsing skills, • Old invites withdrawing / cancelling, • Automatically accepts incoming invitations, • Collecting people from: LinkedIn, Sales Navigator, Recruiter search pages, group members, post likers or commentators, alumni pages, my network page, sent pending invites, followers page, • Bulk remove unwanted connections. 2. Support drip campaigns with reply detections: for example message sequences with 6 message. 3. Safety, real human actions like mouse clicks and text typing - no API call or code injections into LinkedIn page. 4. Direct advanced integrations with Hubspot, Pipedrive, Close CRM. Integration with other 3rd party systems or CRMs or WebHooks 5. Advanced message template editor that supports a lot of built-in variables, custom variables, smart condiations, attach images, templates gallery. 5. Integration with Snov.io in order to send emails drip campaigns. 6. Built-in CRM 7. Manage multiple LinkedIn accounts

**Average Rating:** 4.5/5.0

**Total Reviews:** 142

#### How Do G2 Users Rate Linked Helper?

- **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 :** 7.9/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Linked Helper?

- **Seller:** [Linkedhelper](https://www.g2.com/sellers/linkedhelper)
- **HQ Location:** Wilmington, Delaware
- **Twitter:** @LinkedHelper  
132 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2145aba6af5fd3d641f9ac79001e86afc4b7a1f5fee7ff8c0ec8d89156d24522&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Flinkedhelper%2Fabout&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO
- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 72% Small, 23% Medium

#### What Do G2 Reviewers Say About Linked Helper?

_AI-generated summary from verified user reviews_

##### Pros

- Users commend Linked Helper for its **excellent customer support** , highlighting responsiveness and effective guidance from the support team.
- Users praise the **excellent customer support** of Linked Helper, highlighting quick and knowledgeable assistance from agents.
- Users value Linked Helper for its **time-saving capabilities** , streamlining prospecting and automating repetitive tasks effectively.
- Users love the **time-saving automation** of Linked Helper, as it streamlines lead management effortlessly.
- Users love the **customizable automation features** of Linked Helper, enhancing their LinkedIn engagement effectively.

##### Cons

- Users find Linked Helper's interface **often too complex** for those lacking a technical background, hindering usability.
- Users mention a **learning curve** when starting with Linked Helper, requiring caution to avoid LinkedIn limits.
- Users find the **limited liking feature** of Linked Helper restrictive, impacting their engagement potential.
- Users experience **slow loading** times with Linked Helper, leading to computer crashes and heavy resource usage.
- Users experience **slow performance** with Linked Helper, often causing crashes and heavy lag on their computers.

#### What Are Recent G2 Reviews of Linked Helper?

**["Saves Time and Automates Lead Follow-Ups Effortlessly"](https://www.g2.com/survey_responses/linked-helper-review-12154378)**

**Rating:** 5.0/5.0 stars

_— Selin A._

[Read full review](https://www.g2.com/survey_responses/linked-helper-review-12154378)

**["Great Tool for Sending 100+ Connection Requests Effortlessly"](https://www.g2.com/survey_responses/linked-helper-review-12692949)**

**Rating:** 5.0/5.0 stars

_— Franck O._

[Read full review](https://www.g2.com/survey_responses/linked-helper-review-12692949)

#### What Are G2 Users Discussing About Linked Helper?

- [What is Linked Helper used for?](https://www.g2.com/discussions/what-is-linked-helper-used-for)
- [Can you automate LinkedIn messages?](https://www.g2.com/discussions/can-you-automate-linkedin-messages) - 1 comment
- [How do I get rid of linked in Helper?](https://www.g2.com/discussions/how-do-i-get-rid-of-linked-in-helper)
- [How do I install linked helper?](https://www.g2.com/discussions/how-do-i-install-linked-helper) - 1 comment
- [What is linked helper?](https://www.g2.com/discussions/what-is-linked-helper) - 1 comment

### [HeySam](https://www.g2.com/products/heysam/reviews)

Sam is Gong rebuilt: AI-first, Slack-native, backing you up live on calls—and off them—with "tribal knowledge" learned from shadowing your best teammates AI-first? Sam turns calls, emails, and Slack into notes, video summaries, prospect briefs, and CRM updates—no manual work necessary Slack-native? Sam not only delivers this intelligence in Slack, it also lets you "chat with your transcripts" without leaving Slack On-call backup? Sam learns your product, positioning, and objection handling by shadowing your best reps. Use it to support reps in live calls, so every rep can perform at the level of your best Outside-call support? Deploy Sam in Slack to ramp up teammates, in Google Sheets to assist Sales Engineers fill RFPs, or as an "Ask AI" bot on your docs and community to guide customers

**Average Rating:** 4.9/5.0

**Total Reviews:** 11

#### How Do G2 Users Rate HeySam?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 7.9/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 9.0/10 (Category avg: 8.6/10)
- **Coaching :** 9.0/10 (Category avg: 8.4/10)

#### Who Is the Company Behind HeySam?

- **Seller:** [HeySam](https://www.g2.com/sellers/heysam)
- **Year Founded:** 2023
- **HQ Location:** San Mateo, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=899b0c2f5dbb5b6842fe119d956b013a36bcb4f09c0c186df725279f4c9cd119&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fheysam&secure%5Burl_type%5D=linkedin_company_website)  
9 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software
- **Company Size:** 45% Small, 27% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **accurate transcripts and video summaries** from HeySam, enhancing call follow-ups and internal sharing.
- Users love the **ease of use** of HeySam, making it simple to access information seamlessly during calls.
- Users appreciate the **accurate answers** from HeySam, enhancing efficiency and empowering teams without disrupting customer interactions.
- Users value the **intuitive Slack integration** of HeySam, enhancing efficiency with fast, accurate answers during calls.
- Users value HeySam for its **time-saving efficiency** , enhancing workflows and streamlining access to critical information.

##### Cons

- Users find that navigating multiple products can be **confusing** , despite efforts to create product-specific channels and dropdowns.
- Users experience a **10% inaccuracy rate** in profile matching, resulting in occasional, albeit minor, inconveniences.
- Users express a desire for **desktop recording support** , highlighting a significant limitation of HeySam's current offerings.

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

**["Incredible AI Sales Tool"](https://www.g2.com/survey_responses/heysam-review-12397551)**

**Rating:** 5.0/5.0 stars

_— Hina M._

[Read full review](https://www.g2.com/survey_responses/heysam-review-12397551)

**["Prompt-Based Coaching That Drives Rep Development"](https://www.g2.com/survey_responses/heysam-review-12281305)**

**Rating:** 4.5/5.0 stars

_— John E._

[Read full review](https://www.g2.com/survey_responses/heysam-review-12281305)

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

telli is a next-generation call operations platform designed to simplify customer interactions through advanced AI sales agents and auto dialers. This innovative solution leverages human-like voice AI technology to automate complex call workflows, ensuring that every lead is engaged and every customer query is addressed around the clock. By transforming the way businesses interact with their customers, telli enhances operational efficiency and improves customer satisfaction. The platform caters to a diverse range of industries, including Solar & HVAC, Healthcare, Real Estate, Insurance, and Financial Services. Its capabilities are tailored to automate critical stages of the customer journey, making it an invaluable tool for businesses seeking to optimize their communication processes. For instance, telli excels in lead qualification and reactivation, allowing businesses to convert and qualify leads through phone calls and messages, as well as re-engage past customers to recover lost revenue. This targeted approach ensures that no potential opportunity is overlooked. One of the standout features of telli is its 24/7 AI receptionist and customer service capabilities. The platform is designed to answer every call instantly, resolve complex issues, and route calls to the appropriate human agents when necessary. This ensures that customers receive timely assistance, enhancing their overall experience. Additionally, telli simplifies appointment booking by seamlessly scheduling meetings across different time zones, integrating directly with team calendars to streamline the process. telli also offers operational task management, handling payment reminders and upselling opportunities to maximize customer lifetime value. Its ability to initiate calls in under 10 seconds allows businesses to capture lead attention effectively, while warm transfers to sales teams ensure that prospects receive personalized attention when needed. These features collectively contribute to a more efficient sales process and improved customer engagement. Businesses choose telli for its proven performance, reporting significant returns on investment, including a 12% increase in conversion rates, a 53% improvement in reachability, and a 33% boost in booking rates. The platform is known for its rapid implementation, enabling companies to scale their call operations quickly without the burden of establishing a large internal call center. Furthermore, telli prioritizes security and reliability, adhering to high standards of data protection and compliance, ensuring that all interactions remain secure. This combination of features and benefits positions telli as a leading solution in the call operations landscape, empowering businesses to enhance their customer engagement strategies effectively.

**Average Rating:** 4.7/5.0

**Total Reviews:** 21

#### How Do G2 Users Rate telli?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 6.7/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 7.9/10 (Category avg: 8.6/10)
- **Coaching :** 3.3/10 (Category avg: 8.4/10)

#### Who Is the Company Behind telli?

- **Seller:** [telli technologies](https://www.g2.com/sellers/telli-technologies)
- **Company Website:** www.telli.com
- **Year Founded:** 2024
- **HQ Location:** Berlin
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d938b78d132c10208537bef2aa7bbdf3cae620444c71ce80299204e0db1c8b7e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftellitechnologies%2F&secure%5Burl_type%5D=linkedin_company_website)  
29 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 33% Medium, 33% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users highlight Telli's **quick and effective customer support** , enhancing their experience with intuitive and user-friendly solutions.
- Users find Telli's interface **intuitive and user-friendly** , allowing for efficient management and quick deployment of voice agents.
- Users commend the **intuitive user portal** and responsive customer support that enhance the overall experience with Telli.
- Users commend Telli for its **efficient performance** , enabling quick deployment and seamless interaction with voice AI agents.
- Users commend telli for its **exceptional customer service** and innovative solutions that enhance sales processes effectively.

##### Cons

- Users note that the **dashboard issues** detract from the otherwise strong core functionality of the platform.
- Users find the **difficult reporting** to be basic and lacking polish, impacting overall usability and insights.
- Users face **long delays** due to time zone differences, causing some inconvenience but not hindering overall functionality.
- Users report **long wait times** due to time zone differences, though this rarely hinders their experience with Telli.
- Users feel there are **missing features** in telli, limiting the self-service capabilities available to them.

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

**["Intuitive interface, impressive voice quality, and quick start without IT integration"](https://www.g2.com/survey_responses/telli-review-12470806)**

**Rating:** 5.0/5.0 stars

_— Jeton G._

[Read full review](https://www.g2.com/survey_responses/telli-review-12470806)

**["Super flexible integration and excellent support"](https://www.g2.com/survey_responses/telli-review-12308984)**

**Rating:** 4.5/5.0 stars

_— Christopher H._

[Read full review](https://www.g2.com/survey_responses/telli-review-12308984)

### [Veloxy](https://www.g2.com/products/veloxy/reviews)

Veloxy is a revenue growth system that multiplies and accelerates your selling activities while eliminating non-selling activities that cost you time and money. It's one integrated sales platform that gives your essential sales capabilities — sales engagement, sales enablement, sales productivity, and Salesforce adoption — a single touchpoint across all devices to help you close more deals and generate more leads. 1,000's of field sales reps, inside sales reps, and sales managers are transforming sales departments into real revenue centers with Veloxy.

**Average Rating:** 4.7/5.0

**Total Reviews:** 208

#### How Do G2 Users Rate Veloxy?

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 9.5/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 9.5/10 (Category avg: 8.6/10)
- **Coaching :** 9.7/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Veloxy?

- **Seller:** [Veloxy](https://www.g2.com/sellers/veloxy)
- **Year Founded:** 2015
- **HQ Location:** Pleasanton, California
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8dd569f3e82b02a92894447db44e565e1e7e959dba6ccb431247dcdb36d69629&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F6439980%2F&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Business Account Executive, Regional Sales Manager
- **Top Industries:** Telecommunications, Information Technology and Services
- **Company Size:** 60% Large, 27% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users enjoy the **automation features** of Veloxy, enhancing call management and efficiency in Salesforce updates.
- Users praise Veloxy for its **game-changing mobile app** that enhances call management and productivity effectively.
- Users value the **customizability** of Veloxy, enabling efficient call management and agile note-taking for Salesforce.
- Users benefit from the **customization options** in Veloxy, which enhance productivity and streamline call management.
- Users find the **ease of use** of Veloxy enhances productivity, streamlining call management and Salesforce updates.

##### Cons

- Users experience frustrating **battery issues** with Veloxy, impacting lead status updates and causing app glitches.
- Users face **editing issues** with Veloxy, struggling to change lead statuses and experiencing app glitches during use.
- Users experience **inaccurate data** issues, preventing proper lead status updates and causing app glitches during email actions.
- Users experience **status update issues** with leads in Veloxy, causing frustration and glitches during email actions.
- Users experience **lead management issues** with Veloxy, as status changes and emails often fail to function properly.

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

**["Very well developed platform"](https://www.g2.com/survey_responses/veloxy-review-8012546)**

**Rating:** 5.0/5.0 stars

_— Verified User in Education Management_

[Read full review](https://www.g2.com/survey_responses/veloxy-review-8012546)

**[""Game Changer.""](https://www.g2.com/survey_responses/veloxy-review-9552005)**

**Rating:** 5.0/5.0 stars

_— Shane W._

[Read full review](https://www.g2.com/survey_responses/veloxy-review-9552005)

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

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

### [Drift](https://www.g2.com/products/drift/reviews)

Drift is a human-centric, AI-powered buyer engagement platform. A platform that automatically listens, understands and learns from buyers to provide individualized and human experiences at every touchpoint of the buying journey. A platform that not only helps businesses translate conversational data and buyer behavior into deeper customer relationships, more pipeline and revenue, but a platform that completely modernizes the B2B website experience. Drift was built to transform the B2B buying process, and we continue to innovate as that process changes. Our goal is for your teams to not burn hours moving between disparate systems in order to deliver the best possible customer experience, but to spend more time doing what they do best — building pipeline, closing deals and strengthening customer relationships.

**Average Rating:** 4.4/5.0

**Total Reviews:** 1,203

#### How Do G2 Users Rate Drift?

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 8.0/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 8.3/10 (Category avg: 8.6/10)
- **Coaching :** 7.8/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Drift?

- **Seller:** [Salesloft](https://www.g2.com/sellers/salesloft)
- **Company Website:** salesloft.com
- **Year Founded:** 2011
- **HQ Location:** Atlanta, GA
- **Twitter:** @Salesloft  
18,437 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1c72bf0f0f6a02380b7fe128396fa033291b10b85b3fc210dd4659ed9b53b1e3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2296178%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,097 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Sales Development Representative, Business Development Representative
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 51% Medium, 27% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** in Drift, enhancing their experience with intuitive features and real-time notifications.
- Users value the **fast and efficient customer support** from Drift, enhancing engagement and sales effectiveness significantly.
- Users appreciate the **intuitive Prospect Dashboard** of Drift, enabling swift access to actionable insights for informed decision-making.
- Users value the **visitor tracking** of Drift, as it helps identify warm leads and optimize targeted messaging.
- Users love Drift for its **effective lead generation** , helping identify highly engaged prospects for targeted outreach.

##### Cons

- Users experience **routing issues** and notification floods, complicating chat management and client interactions on Drift.
- Users find the **learning curve steep** , needing extensive webinars and assistance to fully utilize Drift's capabilities.
- Users often experience **notification issues** with Drift, including delays and blank pages, impacting conversation flow.
- Users experience **routing issues** with Drift, often leading to misdirected conversations and difficulty managing spam and profanity.
- Users experience **chat issues** including delayed notifications and loading times that disrupt conversations and accessibility.

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

**["Targeted Lead Generation with Seamless Integration"](https://www.g2.com/survey_responses/drift-review-12263708)**

**Rating:** 5.0/5.0 stars

_— Siddhaant M._

[Read full review](https://www.g2.com/survey_responses/drift-review-12263708)

**["Great service so far!"](https://www.g2.com/survey_responses/drift-review-7956889)**

**Rating:** 4.5/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/drift-review-7956889)

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

- [What is Drift used for?](https://www.g2.com/discussions/what-is-drift-used-for)
- [How do you make a drift playbook?](https://www.g2.com/discussions/how-do-you-make-a-drift-playbook)
- [What is a drift playbook?](https://www.g2.com/discussions/what-is-a-drift-playbook) - 1 comment, 1 upvote
- [What is drift tool?](https://www.g2.com/discussions/what-is-drift-tool) - 1 comment
- [How much does drift cost?](https://www.g2.com/discussions/how-much-does-drift-cost) - 1 comment

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

Naoma is the first AI video sales agent for B2B SaaS companies. It delivers live, personalized product demos 24/7 — without any human involvement. A prospect clicks "Get a Demo" and instantly starts a real-time voice conversation with an AI that controls your actual product, answers their questions, adapts to their use case, and qualifies them as a lead — all in one seamless session. Naoma replaces the static product tour, the pre-recorded walkthrough, and the "book a call" dead end with something better: a live, two-way conversation that feels like talking to your sales rep, available in dozens of languages at any hour of the day. The Problem Naoma Solves Most B2B SaaS companies lose high-intent prospects before they ever talk to a human. A visitor lands on your site, wants to see the product, and hits a wall: a calendar booking form, a long sign-up flow, or a scripted demo video that doesn't answer their specific questions. The best-case outcome is a meeting booked days later. Most visitors just leave. The traditional alternatives don't solve this. Interactive product tours show a fixed sequence of screenshots — they can't answer questions or adapt to what the prospect actually cares about. Pre-recorded demos are one-size-fits-all. Chatbots are text-only and can't show the product. Human reps are expensive, unavailable at 3am, and can't scale to handle every interested visitor. Naoma closes this gap. It delivers the experience of a live demo call — personalized, responsive, and consultative — at the moment the prospect is most interested, without any scheduling friction and without adding headcount. How It Works For the prospect: the experience starts with a single click. A video agent appears and greets the visitor, then opens with a question to understand their context. The AI speaks naturally, listens to responses, navigates the real product interface in real time, and tailors the walkthrough to what actually matters to them. If they ask about pricing, it answers. If they want to see a specific feature, it shows it. If they're ready to talk to a human, it captures their details and routes them appropriately. For your team: Setup involves connecting Naoma to your product and configuring the agent: what it knows, how it presents the product, what questions it asks to qualify prospects, and what the next step should be. Once live, every session is logged — full transcript, conversation summary, lead qualification status, engagement metrics, and structured answers to your qualification questions. Your CRM receives qualified leads automatically. Key Features Live Voice Conversation. Naoma conducts a real two-way voice conversation, not a chatbot exchange and not a scripted flow. The AI listens, understands what the prospect is asking, and responds naturally in real time. Prospects can interrupt, ask follow-up questions, go off-script — the agent handles it. Median session duration for engaged users is 4–5 minutes. Real Product Navigation. The agent controls your actual product — clicking through the real UI, demonstrating real functionality, navigating to exactly what the prospect asks to see. This builds trust that a tour or a recording cannot: the prospect is seeing the real thing, not a mock-up. Multilingual Support. Naoma supports 33 languages out of the box. The agent detects the language the prospect speaks and switches automatically — no configuration required per visitor. This makes it practical for companies with global traffic, eliminating the need for dedicated regional reps to cover non-English leads. Intelligent Lead Qualification. Every session ends with a structured lead qualification output. Naoma extracts the answers to your specific qualification criteria — company size, role, use case, pain points, timeline, budget signals — and evaluates them against your ideal customer profile. Qualified leads are flagged automatically with the full context your sales team needs to follow up. CRM Integration and Webhooks. Qualified leads flow automatically into your CRM. Naoma supports webhook delivery for lead data and session events, making it straightforward to integrate with HubSpot, Salesforce, or any downstream system your team uses. Simple Deployment. Adding Naoma to your website requires embedding a small JavaScript snippet — similar to adding a live chat widget. No back-end changes, no product modifications, no complex integration work. The agent is live on your site within days of configuration, not weeks. Pay-Per-Demo Pricing. Naoma is priced per demo session — you pay for actual usage, not a flat monthly seat fee. This aligns cost with value and makes ROI straightforward to calculate.

**Average Rating:** 4.9/5.0

**Total Reviews:** 17

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

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

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

- **Seller:** [Naoma AI](https://www.g2.com/sellers/naoma-ai)
- **Year Founded:** 2023
- **HQ Location:** Delaware, US
- **Twitter:** @Naoma\_AI  
5 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=efcd1a9ff6334ee34a1e7da4e2c4d282e55ce5b5edab0127f8517014b77b3a78&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fnaoma-ai&secure%5Burl_type%5D=linkedin_company_website)  
6 employees on LinkedIn®
- **Ownership:** Private

#### Who Uses This Product?

- **Company Size:** 65% Small, 35% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **intuitive interface** of Naoma.ai, which enhances productivity and streamlines sales processes effectively.
- Users value the **actionable insights** from Naoma.ai, which enhance call analysis and coaching for agents.
- Users value the **intuitive interface and actionable AI insights** of Naoma.ai, enhancing sales performance and efficiency.
- Users value the **insightful analytics** of Naoma.ai, enhancing feedback and comparison of demo calls significantly.
- Users value the **automation capabilities** of Naoma.ai, which streamline call analysis and enhance coaching strategies.

##### Cons

- Users note that while Naoma.ai is **not cheap** , it is still more affordable than manual analysis.

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

**["Naoma brings UXPressia’s value to life with interactive demos and 24/7 qualification"](https://www.g2.com/survey_responses/naoma-ai-review-12985785)**

**Rating:** 5.0/5.0 stars

_— Yuri V._

[Read full review](https://www.g2.com/survey_responses/naoma-ai-review-12985785)

**["Naoma Delivers 24/7 Interactive AI Demos That Convert Leads Fast"](https://www.g2.com/survey_responses/naoma-ai-review-13043099)**

**Rating:** 5.0/5.0 stars

_— Alexey C._

[Read full review](https://www.g2.com/survey_responses/naoma-ai-review-13043099)

### [Clarify CRM](https://www.g2.com/products/clarify-crm/reviews)

Clarify is the autonomous CRM that helps founders and early-stage sellers build pipeline, close more deals, and spend less time on CRM busywork. Its AI automates pipeline creation, meeting admin, and CRM updates—so you can stop clicking and start closing more deals. 🧠 Auto-enrich every contact: Connect your email and calendar, and Clarify fills in fields like job title, company data, email, LinkedIn URL, funding history and more automatically. 🔗 Capture leads from anywhere: One click from LinkedIn adds and enriches contacts instantly. 📹 All-in-one meeting flow: Prep, record, and recap with AI summaries—all within Clarify. ⚙️ Self-updating deals: Clarify tracks buyer signals and suggests pipeline updates automatically. 🧩 Single customer view: Every email, call, and product action tied together in one place. It's free to get started.

**Average Rating:** 4.9/5.0

**Total Reviews:** 29

#### How Do G2 Users Rate Clarify CRM?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 5.0/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 10.0/10 (Category avg: 8.6/10)
- **Coaching :** 5.0/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Clarify CRM?

- **Seller:** [Clarify](https://www.g2.com/sellers/clarify-50a02348-18c9-458b-88cc-3f8bc07dbbf2)
- **Year Founded:** 2024
- **HQ Location:** Seattle, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e1417adddd76e7686f6a14dc7ef39ede483f73132d14138edd356a7382e8a6ab&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetclarify&secure%5Burl_type%5D=linkedin_company_website)  
31 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 83% Small

#### What Do G2 Reviewers Say About Clarify CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users commend Clarify CRM for its **ease of use** , with quick setups and automated features simplifying their workflows.
- Users appreciate how Clarify CRM provides a **unified platform** , enhancing collaboration and simplifying task management for the team.
- Users love the **simplicity and efficiency** of Clarify CRM, enhancing their productivity with effortless task management.
- Users love Clarify CRM's **automation features** , significantly reducing manual work and streamlining their sales processes efficiently.
- Users value Clarify CRM’s **intuitive features** like meeting recordings and AI integration for seamless deal tracking and collaboration.

##### Cons

- Users note the **missing features** in Clarify CRM, such as unsupported custom fields and limited logo management options.
- Users wish for **better integration options** in Clarify CRM, impacting the overall effectiveness of the tool.
- Users find **limited customization** options frustrating, especially for logos and reporting features in Clarify CRM.
- Users feel the **analytics and reporting features** of Clarify CRM are underdeveloped and need further enhancements.
- Users find the **reporting features inadequate** in Clarify CRM, hoping for more customizability and enhancements.

#### What Are Recent G2 Reviews of Clarify CRM?

**["AI CRM That Runs Itself: Seamless Setup, Powerful Rep Assistant, and 10/10 Support"](https://www.g2.com/survey_responses/clarify-crm-review-12882391)**

**Rating:** 5.0/5.0 stars

_— Ben F._

[Read full review](https://www.g2.com/survey_responses/clarify-crm-review-12882391)

**["AI-Driven CRM That Simplifies Team Collaboration"](https://www.g2.com/survey_responses/clarify-crm-review-13129519)**

**Rating:** 5.0/5.0 stars

_— AJ G._

[Read full review](https://www.g2.com/survey_responses/clarify-crm-review-13129519)

### [11x](https://www.g2.com/products/11x/reviews)

11x is the AI growth platform that runs the work that fills your pipeline. It is a sales automation and AI sales agent solution that helps go-to-market teams research prospects, run multi-channel outreach, and book qualified meetings without adding headcount. Most teams have more pipeline to chase than people to chase it. The research, the outreach, the follow-up, the qualification: it is endless, and there is never enough headcount to cover it, so the highest-value pipeline goes untouched. 11x runs that work instead. It operates across four go-to-market motions: acquiring net-new pipeline, converting inbound demand you already paid for, expanding existing accounts, and reviving dormant opportunities sitting in your CRM. The platform works in three layers. The data layer pulls from live public web information and a database of more than 400 million verified B2B contacts, enriched with intent signals and real-time company events. The intelligence layer reads what is actually happening at an account, such as funding, product launches, or hiring, to identify who is most likely to buy. The execution layer runs personalized outreach across channels, books the meetings, and writes every activity back to the CRM. What it does: - Live web search that builds audiences from current signals like press releases, earnings, and leadership posts, not static job-title and company-size filters - Individual research on every prospect, so each message is grounded in what is happening at their company right now - Multi-channel outbound and inbound execution, run end to end - Bi-directional CRM sync with Salesforce, Pipedrive, and Zoho that maps activities, outcomes, and transcripts to existing fields - Integrations with calendar, email, and communication tools including Google Calendar, Outlook, Gmail, and Slack The result is pipeline coverage no human team could reach, running around the clock, so reps spend their time on conversations with qualified prospects instead of list building and busywork. 11x is used by leading go-to-market teams, including Checkr, Xerox, and Danaher Group member companies, and is backed by Andreessen Horowitz, Benchmark, and HubSpot Ventures.

**Average Rating:** 4.4/5.0

**Total Reviews:** 33

#### How Do G2 Users Rate 11x?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 9.0/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 7.8/10 (Category avg: 8.6/10)
- **Coaching :** 8.8/10 (Category avg: 8.4/10)

#### Who Is the Company Behind 11x?

- **Seller:** [11x](https://www.g2.com/sellers/11x)
- **Company Website:** www.11x.ai
- **Year Founded:** 2023
- **HQ Location:** San Francisco, California, United States
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fe06b58ba078e339eeabc97f7ef5c616b75ae38d09f889c0c66c4c220a6a761f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F11x-ai&secure%5Burl_type%5D=linkedin_company_website)  
78 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services
- **Company Size:** 48% Medium, 33% Small

#### What Do G2 Reviewers Say About 11x?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of 11x, finding it intuitive and simple to integrate into their workflows.
- Users commend the **exceptional customer support** from the 11x team, ensuring a valuable and responsive experience.
- Users find the **user-friendly interface** of 11x helps streamline workflows and enhances overall productivity.
- Users love how 11x enhances **lead generation efficiency** , streamlining prospecting and personalizing engagement with tailored messages.
- Users value the **time-saving efficiency** of 11x, streamlining prospecting and significantly reducing manual work hours.

##### Cons

- Users find the **learning curve challenging** , requiring time to adjust settings and prompts effectively.
- Users note the **missing features** in 11x, particularly lacking analytics and comprehensive reporting options.
- Users notice that the AI's responses can feel **robotic and stilted** , requiring more detailed prompts to improve interaction.
- Users find the **difficult setup** of 11x to be time-consuming and prone to obstacles that hinder progress.
- Users find the **inaccuracy** problematic, as it requires time to adjust settings for optimal results.

#### What Are Recent G2 Reviews of 11x?

**["11x Makes Outreach and Campaign Creation Seamless and On-Brand"](https://www.g2.com/survey_responses/11x-review-12514377)**

**Rating:** 4.5/5.0 stars

_— Skyler B._

[Read full review](https://www.g2.com/survey_responses/11x-review-12514377)

**["A great lever for scaling campaign follow-up"](https://www.g2.com/survey_responses/11x-review-12509504)**

**Rating:** 4.5/5.0 stars

_— Christina S._

[Read full review](https://www.g2.com/survey_responses/11x-review-12509504)

### [Autotouch AI](https://www.g2.com/products/autotouch-ai/reviews)

Autotouch AI is an AI-first sales engagement platform that helps sales teams turn prospect research into outbound execution. Teams use Autotouch to identify high-fit accounts, enrich contacts, automate account research, draft personalized outreach, create email and LinkedIn tasks, and call prospects from one workspace. AI agents handle the manual prospecting work that usually requires multiple tools, while sales reps stay in control of sequencing, outreach, and live conversations.

**Average Rating:** 5.0/5.0

**Total Reviews:** 15

#### How Do G2 Users Rate Autotouch AI?

- **Peformance Tracking:** 6.7/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Autotouch AI?

- **Seller:** [Autotouch AI](https://www.g2.com/sellers/autotouch-ai)
- **HQ Location:** Brooklyn, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=53bcdf548ef95d1a30d48444d4bd34506febcb37bde05421abb0a3ed12b1854e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fautotouch-ai%2F&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software
- **Company Size:** 93% Small

#### What Do G2 Reviewers Say About Autotouch AI?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Autotouch AI to be **super easy to use** , perfectly fitting their needs without unnecessary complexity.
- Users find Autotouch AI **super easy to use** , fitting their needs without unnecessary complexity for small teams.

#### What Are Recent G2 Reviews of Autotouch AI?

**["Much easier way to go from leads to outreach"](https://www.g2.com/survey_responses/autotouch-ai-review-12695787)**

**Rating:** 5.0/5.0 stars

_— Faisal A._

[Read full review](https://www.g2.com/survey_responses/autotouch-ai-review-12695787)

**["Autotouch Makes Lead Research and Outreach Effortlessly Fast"](https://www.g2.com/survey_responses/autotouch-ai-review-12709515)**

**Rating:** 5.0/5.0 stars

_— Matthew C._

[Read full review](https://www.g2.com/survey_responses/autotouch-ai-review-12709515)

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

Willow automates the work created following every customer call, giving back an average of 5 hours per week. Get; 1. Pre-call prep done for you: Summary of previous conversations and people you've met before every call 2. Transcripts turned into shareable recaps: What you heard, how you solve it, next steps 3. Follow-up actions done for you: Emails written, docs and links shared, next meeting booked 4. CRM updated: Push contacts, notes and tasks into the CRM so your data is always up-to-date If your biggest pain is your sales reps drowning in admin after every call, you have deals slipping because follow-ups are missed or your CRM data is incomplete — Willow is built for you. Used by sales, support and customer success pros to boost productivity and spend more time on revenue-driving pursuits.

**Average Rating:** 5.0/5.0

**Total Reviews:** 12

#### How Do G2 Users Rate Willow?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 9.2/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 9.8/10 (Category avg: 8.6/10)
- **Coaching :** 9.2/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Willow?

- **Seller:** [Willow AI](https://www.g2.com/sellers/willow-ai)
- **HQ Location:** Seattle
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software
- **Company Size:** 75% Small, 25% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value Willow for its **time-saving capabilities** , enabling quicker follow-ups and more focus on sales goals.
- Users commend the **automation capabilities** of Willow, significantly reducing administrative workload and enhancing productivity across teams.
- Users find Willow **incredibly helpful** for streamlining follow-ups and saving valuable time for their sales team.
- Users value Willow's **accuracy** in capturing key details, significantly enhancing productivity for sales teams.
- Users appreciate the **pre-call prep analysis** of Willow, finding it helpful for summarizing past conversations.

##### Cons

- Users note the **AI's evolving understanding** of writing styles requires frequent double-checking of outputs for accuracy.
- Users desire improved **integration issues** with tools like Slack or Gong for smoother cross-team updates.
- Users find the **limited customization** in Willow requires additional manual updates to match their unique needs.

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

**["Effortless Integration and Time Savings"](https://www.g2.com/survey_responses/willow-review-11876963)**

**Rating:** 5.0/5.0 stars

_— Patricia W._

[Read full review](https://www.g2.com/survey_responses/willow-review-11876963)

**["This will be the #1 sales tool in 2026"](https://www.g2.com/survey_responses/willow-review-11847055)**

**Rating:** 5.0/5.0 stars

_— Adam B._

[Read full review](https://www.g2.com/survey_responses/willow-review-11847055)

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

Zig is an AI-native revenue operating system built on a proprietary multi-agent architecture where specialized agents handle every layer of the sales workflow, from processing meeting transcripts and maintaining CRM accuracy to generating personalized outreach and executing the highest-priority action for each deal in real time. The platform's intelligence continuously re-evaluates deal context as new signals arrive, ensuring reps always act on current information, underpinned by a shared Context Graph, Event Analysis, and Action Store that connects every agent to a single source of truth.

**Average Rating:** 5.0/5.0

**Total Reviews:** 10

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

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 10.0/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 10.0/10 (Category avg: 8.6/10)

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

- **Seller:** [Zig.ai](https://www.g2.com/sellers/zig-ai)
- **Year Founded:** 2025
- **HQ Location:** San Francisco, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f5654f58d295cf9165c775349802bf2095ad46f814ff7bff040f8afc3b51e040&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fzigai&secure%5Burl_type%5D=linkedin_company_website)  
13 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software
- **Company Size:** 73% Small, 27% Medium

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

**["Zig Streamlines Campaign Execution with Top-Notch Support"](https://www.g2.com/survey_responses/zig-ai-review-13037383)**

**Rating:** 5.0/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/zig-ai-review-13037383)

**["Zig Feels Like the Personal Sales Assistant I Always Wanted"](https://www.g2.com/survey_responses/zig-ai-review-13064146)**

**Rating:** 5.0/5.0 stars

_— Bryan E._

[Read full review](https://www.g2.com/survey_responses/zig-ai-review-13064146)

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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