# Best AI Sales Assistant Software - Page 7 *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* AI sales assistant software helps sales representatives automate routine tasks and gain predictive insights, including lead qualification, follow-up, pipeline management, forecasting, meeting scheduling, and data entry, freeing up time for more complex selling activities through embedded artificial intelligence. ### Core Capabilities of AI Sales Assistant Software To qualify for inclusion in the AI Sales Assistants category, a product must: - Support sales teams by automating basic tasks or providing predictive insights - Utilize embedded artificial intelligence as a main feature ### Common Use Cases for AI Sales Assistant Software Sales and marketing 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 ### How AI Sales Assistant Software Differs from Other Tools AI sales assistants can have broad overlap with [conversational marketing software](https://www.g2.com/categories/conversational-marketing), [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 through embedded AI, working alongside or integrating with [CRM software](https://www.g2.com/categories/crm) to automate the routine operational work that would otherwise consume a salesperson's time. ### Insights from G2 on AI Sales Assistant Software Based on category trends on G2, automated follow-up capabilities and AI-driven pipeline insights stand out as standout features. Increased productivity from reduced manual tasks and faster lead response stand out as primary outcomes of adoption. ## How Many AI Sales Assistant Software Products Does G2 Track? **Total Products under this Category:** 648 ### Category Stats (May 2026) - **Average Rating**: 4.61/5 (↓0.01 vs Apr 2026) - **New Reviews This Quarter**: 571 - **Buyer Segments**: Small-Business 46% │ Mid-Market 39% │ Enterprise 15% - **Top Trending Product**: Sleak AI (+0.09) *Last updated: May 13, 2026* ## How Does G2 Rank AI Sales Assistant Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 171,700+ Authentic Reviews - 648+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## Top AI Sales Assistant Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) | 4.4/5.0 (24,583 reviews) | CRM-native AI inside Salesforce workflows | "[Straightforward Exploration and Strong Integrations for Broad Data Tracking](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12593974)" | | 2 | [Gong](https://www.g2.com/products/gong/reviews) | 4.7/5.0 (6,433 reviews) | Revenue intelligence anchored in call analysis | "[Actionable Call Insights Delivered to My Inbox](https://www.g2.com/survey_responses/gong-review-12745918)" | | 3 | [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) | 4.4/5.0 (13,165 reviews) | Structured sales workflows tied to native CRM | "[All-in-One, Intuitive Sales Platform with Powerful Automation and Integrations](https://www.g2.com/survey_responses/hubspot-sales-hub-review-12801170)" | | 4 | [Salesloft](https://www.g2.com/products/salesloft/reviews) | 4.5/5.0 (4,153 reviews) | Multi-channel sales engagement with cadences | "[Easy-to-Use Cadences and Automation That Boost SDR Efficiency](https://www.g2.com/survey_responses/salesloft-review-12625459)" | | 5 | [Apollo.io](https://www.g2.com/products/apollo-io/reviews) | 4.7/5.0 (9,317 reviews) | Combined data and engagement platform for outbound | "[Powerhouse Lead Generation with Deep Filtering and Reliable Automation](https://www.g2.com/survey_responses/apollo-io-review-12802584)" | | 6 | [Fathom](https://www.g2.com/products/fathom-video/reviews) | 5.0/5.0 (6,778 reviews) | Accurate AI meeting summaries with effortless setup | "[Simplifies Meetings, Frustrated by SSO](https://www.g2.com/survey_responses/fathom-review-9487339)" | | 7 | [ZoomInfo Sales](https://www.g2.com/products/zoominfo-sales/reviews) | 4.5/5.0 (8,852 reviews) | Enterprise B2B contact data with AI sales workspace | "[Efficient Lead Search but Canada Data Accuracy Needs Improvement](https://www.g2.com/survey_responses/zoominfo-sales-review-12701810)" | | 8 | [Qualified](https://www.g2.com/products/qualified/reviews) | 4.9/5.0 (1,466 reviews) | AI SDR for inbound pipeline from website visitors | "[Qualified turns our high-intent website traffic into real pipeline](https://www.g2.com/survey_responses/qualified-review-12724502)" | | 9 | [B2B Rocket](https://www.g2.com/products/b2b-rocket/reviews) | 4.8/5.0 (293 reviews) | AI BDR agents for high-volume B2B outbound | "[Clean, Intuitive AI Agent Management with Outstanding Customer Support](https://www.g2.com/survey_responses/b2b-rocket-review-12321268)" | | 10 | [Instantly](https://www.g2.com/products/instantly/reviews) | 4.8/5.0 (4,080 reviews) | Cold email outbound with built-in deliverability | "[Clean UI/UX with Smooth Integrations, and Strong Multi-Inbox Email Campaign Management](https://www.g2.com/survey_responses/instantly-review-12809862)" | ## Which AI Sales Assistant Software Is Best for Your Use Case? - **Leader:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - **Highest Performer:** [Substrata](https://www.g2.com/products/substrata-substrata/reviews) - **Easiest to Use:** [Fathom](https://www.g2.com/products/fathom-video/reviews) - **Top Trending:** [Retell AI](https://www.g2.com/products/retell-ai/reviews) - **Best Free Software:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) ## Which Type of AI Sales Assistant Software Tools Are You Looking For? - [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant) *(current)* - [Sales Intelligence Software](https://www.g2.com/categories/sales-intelligence) - [Sales Engagement Software](https://www.g2.com/categories/sales-engagement) - [Conversation Intelligence Software](https://www.g2.com/categories/conversation-intelligence) --- **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&secure%5Bcategory_id%5D=1389&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%2Ff%2Fsales-forecasting&secure%5Btoken%5D=b17206e27284b970a3178f41fbdc1bb4567018d0dc309eb427feb082401cb5be&secure%5Burl%5D=https%3A%2F%2Ffathom.video%2Fpricing&secure%5Burl_type%5D=paid_promos) --- ## Buyer Guide: Key Questions for Choosing AI Sales Assistant Software Software ### What do AI sales assistants do? When I describe AI sales assistants, I explain them as tools that manage outreach, follow-ups, research, and day-to-day sales communication without requiring manual intervention for every step. They can draft emails, analyze intent, prioritize leads, summarize calls, and nudge prospects at the right time. ### Why do businesses use an AI sales assistant? For sales teams, I’ve seen the biggest challenge is the time lost to routine tasks: writing emails, updating records, scheduling meetings, or sorting through notes. AI sales assistants take on that workload and bring more consistency to the outreach process, especially when teams grow or pipelines get crowded. From the G2 reviewer patterns I’ve browsed through, several benefits surface, such as: - Many users report that automated follow-ups significantly reduce leakage in their pipelines. - Reviewers highlight message personalization tools that adapt tone and content to each prospect. - People appreciate call summaries and action extraction, which eliminate hours of manual note-taking. - Several point out that lead scoring and prioritization help them focus on accounts with higher potential. These shared observations show how AI assistants help teams stay organized and maintain strong engagement with prospects. ### Who uses AI sales assistants primarily? On scanning G2 user database, I saw a wide range of teams adopt these tools depending on their sales model: - **SDRs and BDRs** rely on assistants for outbound messaging sequences. - **AEs** use them for meeting prep, summary extraction, and deal tracking. - **Revenue operations teams** standardize workflows and reduce administrative friction. - **Founders and small business owners** needing sales execution without a large team. Each group benefits differently, but all value the assistant’s ability to maintain timely and consistent communication. ### What types of AI sales assistants should I consider? As I analyze the capabilities mentioned in G2 reviews, these tools often fall into distinct types based on what teams need most. - **Outbound-focused assistants** specializing in automated outreach and email generation. - **Conversational intelligence platforms** that handle call summarization, coaching insights, and meeting preparation. - **Pipeline assistants** centered on CRM updates, task automation, and deal reminders. - **Full-cycle sales assistants** that combine outreach, research, conversation analysis, and workflow automation. The right type depends on whether your team prioritizes prospecting, meeting execution, or deal management. ### What are the core features to look for in AI sales assistants? From the G2 patterns I’ve studied, several capabilities consistently define strong platforms: - **Automated outreach** that generates and schedules personalized messages. - **Real-time call analysis** that captures next steps and extracts important details. - **Lead and account insights** powered by data enrichment or intent signals. - **Workflow automation** that handles CRM updates, task creation, and reminders. - **Multi-channel support** across email, chat, voice, and video tools. - **Integrations** with CRMs, support platforms, calendaring systems, and sales engagement tools. These features help ensure the assistant supports the entire sales cycle, not just isolated tasks. ### What trends are shaping AI sales assistants right now? I’ve followed quite a few updates in this space, and the following shifts are becoming more common: - **Context-aware email generation** that adapts to deal stage and prior conversations. - **Live call coaching** powered by real-time transcription and objection detection. - **Automated research** that prepares account summaries and talk tracks before meetings. - **Stronger CRM synchronization** , keeping systems updated without manual input. These developments point to a future where assistants handle more of the execution while reps focus on strategy and relationship building. ### How should I choose an AI sales assistant? For me, the right choice depends on your sales motion, team size, and the systems you already rely on. When a platform fits naturally into your workflow and reliably handles repetitive tasks, it becomes a quiet but powerful driver of sales productivity. ### What are the core features to look for in AI sales assistant software? From the review patterns I evaluated, the most useful features include: - AI-generated personalization that pulls from current company and prospect context. - Multi-channel sequencing across email, LinkedIn, voice, and SMS with reply-aware logic. - Intent detection from website visits, third-party signals, and engagement history. - Deal scoring tied to historical win patterns rather than generic firmographics. - CRM-native integration so updates flow back to Salesforce or HubSpot without manual logging. - Coaching and call-summary features that turn every conversation into a learning artifact. ### What does AI sales assistant software do? I describe AI sales assistants as systems that automate the research, outreach, and follow-up work that used to consume most of a salesperson's day. They generate personalized messages, identify intent signals, score opportunities, and surface next-best actions inside or alongside the CRM. From what I see across reviewer accounts, these tools sit between the prospect database and the rep, doing the heavy lifting on context, sequencing, and timing so reps can focus on the conversations that close deals. ### Why do businesses use AI sales assistant software? When I reviewed sentiment in this category, the consistent driver was throughput. Sales teams cannot manually research, write, and follow up at the volume modern pipelines require. Reps spend hours on logistics for every hour they spend selling, and AI assistants are how teams reverse that ratio. In my evaluation of user experiences, I found the core benefits are: - Reviewers describe AI-drafted emails and LinkedIn messages that sound personal because they pull from real research, not generic templates. - Many appreciate website visitor de-anonymization and intent signals that flag accounts already showing interest. - Users mention pre-call summaries and next-step recommendations that compress prep work from twenty minutes to two. - Several point to deal scoring and forecast accuracy as a way for sales managers to coach against real patterns rather than gut feel. ### Who uses AI sales assistant software primarily? After analyzing reviewer profiles, I found these tools serve every layer of a sales organization: - **SDRs and BDRs** rely on AI for prospecting, sequence personalization, and reply detection. - **Account executives** use deal scoring, account research, and follow-up drafting to manage larger books. - **Sales managers** use forecasting and pipeline visibility to coach reps and call deals with more confidence. - **Revenue operations teams** configure data flows, signals, and automation rules so the AI works against clean inputs. ### What types of AI sales assistant software should I consider? After examining how users characterize these platforms, I categorize AI sales assistants into a few distinct forms: - **Outbound engagement platforms** centered on multi-channel sequences, AI personalization, and reply handling. - **Intent and signal platforms** that identify accounts visiting your site, hiring for relevant roles, or engaging with competitors. - **Conversational AI agents** that handle voice or chat interactions on the rep's behalf. - **CRM-native AI layers** embedded in Salesforce, HubSpot, or similar platforms to extend forecasting, summarization, and recommendations. The right fit depends on whether your priority is volume, signal quality, conversation handling, or CRM unification. ### What trends are shaping AI sales assistant software right now? When I look at what's currently being discussed by reviewers, I observe several significant trends: - **Agentic workflows** are letting AI take actions like booking meetings, updating deals, and triggering follow-ups, not just suggesting them. - **Voice AI quality** has matured noticeably, with reviewers describing natural-sounding outbound calls and discovery agents that handle real conversations. - **Token and credit-based pricing** is drawing more scrutiny, with reviewers describing usage running out faster than they expected mid-campaign. - **Speed-to-lead** has become a category-defining metric, with website-visitor signals feeding outreach within minutes rather than hours. - **Conversation intelligence** is increasingly bundled into the same workflow as outreach, so coaching and prospecting share one platform. ### How should I choose AI sales assistant software? For me, the strongest AI sales tools are the ones that read clean data, write messages worth reading, and update the CRM without nagging reps. When research, outreach, and forecasting share one workflow, AI sales assistants stop being another tab and start operating as a real teammate. --- ## What Are the Top-Rated AI Sales Assistant Software Products in 2026? ### 1. [OrbitShift](https://www.g2.com/products/orbitshift/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 30 **Product Description:** OrbitShift is a multi-agent AI full-stack enterprise sales intelligence platform purpose-built for enterprise consultative sales motion to streamline their sales processes and achieve better outcomes faster. With four powerful and seamlessly integrated modules, accountOS, knowledgeOS, rfpOS and marketing OS, OrbitShift facilitates a full deal cycle. OrbitShift empowers sales and marketing teams to identify high-value accounts, get relevant account/people insights, build account plans, generate highly contextual and personalized messages/emails, launch campaigns, access AI driven sales engineering support and automate RFP/RFI responses. ### What Do G2 Reviewers Say About OrbitShift? *AI-generated summary from verified user reviews* **Pros:** - Users value the **efficiency** of OrbitShift, significantly reducing time spent on research and planning for their outreach efforts. - Users appreciate the **user-friendly design** of OrbitShift, which adapts seamlessly to diverse company needs. - Users appreciate the **efficient decision-making support** from OrbitShift, streamlining research and aligning teams effectively. - Users value the **time-saving capabilities** of OrbitShift, enhancing efficiency in research and sales processes. - Users value the **ease of setup and detailed contact information** provided by OrbitShift for effective outreach. **Cons:** - Users find the **data accuracy issues** on OrbitShift problematic, reporting outdated or mismatched contact information. - Users experience **outdated data** issues on OrbitShift, leading to inaccuracies and reduced trust in the information provided. - Users experience **inaccurate responses** from OrbitShift, with outdated contact information affecting reliability and necessitating manual verification. - Users find the **outdated information** on OrbitShift frustrating, impacting data reliability and overall trust in the platform. - Users find the **learning curve steep** , requiring guided onboarding to fully leverage OrbitShift's capabilities. #### What Are Recent G2 Reviews of OrbitShift? **"[Time-Saver with Integrated Information](https://www.g2.com/survey_responses/orbitshift-review-11914251)"** **Rating:** 4.0/5.0 stars *— Abdallah H.* [Read full review](https://www.g2.com/survey_responses/orbitshift-review-11914251) --- **"[Effortless Contact Discovery, Needs Data Accuracy Improvement](https://www.g2.com/survey_responses/orbitshift-review-11914594)"** **Rating:** 4.0/5.0 stars *— Adnan A.* [Read full review](https://www.g2.com/survey_responses/orbitshift-review-11914594) --- ### 2. [Xactly](https://www.g2.com/products/xactly/reviews) **Average Rating:** 4.2/5.0 **Total Reviews:** 1,072 **Product Description:** Xactly provides the only AI-powered platform that combines revenue intelligence and sales performance management so organizations can unlock their full revenue potential. Backed by two decades of pay and performance data, Xactly’s Intelligent Revenue Platform is designed for finance, revenue, compensation, and sales leaders who want to drive quality, sustainable revenue. ### What Do G2 Reviewers Say About Xactly? *AI-generated summary from verified user reviews* **Pros:** - Users find Xactly's **ease of use** remarkable, especially after the training, enhancing workflow integration seamlessly. - Users value the **accurate reporting of Incentive Compensation** , ensuring clear visibility of variable pay and organizational changes. - Users appreciate the **ease of use and advanced functionality** of Xactly, making it simple to manage and analyze commissions. - Users value the **intuitive design and ease of use** in Xactly, enhancing their overall experience and productivity. - Users appreciate the **accuracy** of Xactly, as it provides clear and timely commission breakdowns for easy understanding. **Cons:** - Users experience **slow loading times** with Xactly, leading to frustrating delays and performance issues in reporting. - Users find Xactly to have a **not intuitive interface** , complicating navigation and report access during use. - Users find the **poor interface design** of Xactly challenging, leading to navigation difficulties and confusion. - Users find Xactly's interface **not user-friendly** , often facing navigation challenges and login difficulties. - Users are frustrated with the **insufficient detail** in Xactly, particularly regarding customization and update notifications. #### What Are Recent G2 Reviews of Xactly? **"[Automates Processes but Struggles with Complex Credit Assignments](https://www.g2.com/survey_responses/xactly-review-101319)"** **Rating:** 5.0/5.0 stars *— James A.* [Read full review](https://www.g2.com/survey_responses/xactly-review-101319) --- **"[Intuitive UI, Exceptional AI Features with Room for Analytics Improvement](https://www.g2.com/survey_responses/xactly-review-8239)"** **Rating:** 5.0/5.0 stars *— Amanda B.* [Read full review](https://www.g2.com/survey_responses/xactly-review-8239) --- #### What Are G2 Users Discussing About Xactly? - [What is your experience regarding pricing and costs for Xactly Forecasting, and how does it compare to other forecasting tools?](https://www.g2.com/discussions/what-is-your-experience-regarding-pricing-and-costs-for-xactly-forecasting-and-how-does-it-compare-to-other-forecasting-tools) - [What is Xactly Incent used for?](https://www.g2.com/discussions/what-is-xactly-incent-used-for) - 1 comment - [What is Xactly Forecasting used for?](https://www.g2.com/discussions/what-is-xactly-forecasting-used-for) ### 3. [Kronologic](https://www.g2.com/products/kronologic/reviews) **Average Rating:** 4.2/5.0 **Total Reviews:** 242 **Product Description:** Kronologic sends tailored and timely calendar invites to qualified leads from your reps' calendar. When meeting invites are sent at the right time, with the right message... Leads 1-Click accept and reps just show up. 2-3X your conversion rates, pipeline and revenue with Kronologic's Calendar First™ Software... Only pay when a meeting is accepted! #### What Are Recent G2 Reviews of Kronologic? **"[A Great Way to Reach out to Current Customers and Prospects](https://www.g2.com/survey_responses/kronologic-review-5109457)"** **Rating:** 4.0/5.0 stars *— Matt J.* [Read full review](https://www.g2.com/survey_responses/kronologic-review-5109457) --- **"[Automated meeting scheduler](https://www.g2.com/survey_responses/kronologic-review-8224747)"** **Rating:** 5.0/5.0 stars *— Kimberly H.* [Read full review](https://www.g2.com/survey_responses/kronologic-review-8224747) --- #### What Are G2 Users Discussing About Kronologic? - [What is Kronologic used for?](https://www.g2.com/discussions/what-is-kronologic-used-for) ### 4. [goodmeetings](https://www.g2.com/products/goodmeetings/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 70 **Product Description:** Goodmeetings is an AI-powered Meeting Insights & Automation Platform that transforms customer-facing revenue teams into productive high-performance units. Sales and customer success teams can focus solely on customers during meetings, while the Goodmeetings AI meeting wizard handles the rest. Goodmeetings records, transcribes and generate AI-powered Human-level notes, action items which are pushed into Email, Slack and CRM. With Goodmeetings, revenue and product teams can easily search for specific recordings, browse through summaries, topic mentions, behaviours & sentiment, and scan AI-picked video reel of Moments that matter. Teams can review hours of meetings in minutes, and collaborate by sharing coachable moments and customer feedback with the team and assigning actions. Sales and Customer Succes Leaders get full and crisp visibility on customer conversations and can save deals/accounts at risk proactively by reviewing summaries and Moments that Matter. Leaders can now coach their team on the right actions and behaviors armed with meeting insights and develop winning playbooks. G2 Users have rated Goodmeetings as one of the Top 50 Sales Software for 2023. In addition, Goodmeeings also features as a - High Perfomer: - Momentum Leader For more information, visit https://goodmeetings.ai ### What Do G2 Reviewers Say About goodmeetings? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Goodmeetings, enjoying effortless meetings without the need for apps or downloads. - Users appreciate the **team collaboration features** of Goodmeetings, enhancing productivity and communication across multiple teams. - Users appreciate the **convenience** of goodmeetings for easily accessing and reviewing past meetings and transcripts. - Users enjoy the **navigation ease** of Goodmeetings, making it simple to highlight and review important meeting points. - Users value the **reliability** of goodmeetings, noting its stability and hassle-free meeting conduct without glitches. **Cons:** - Users desire **limited integrations** with Goodmeetings, seeking better connections with other CRM platforms. - Users find the **limited features** of goodmeetings restrict functionality, such as real-time highlights and playback options. - Users find the **lack of essential features** in Goodmeetings limiting, hindering their productivity and global outreach. - Users feel that the **User Interface** needs improvement, impacting overall usability and experience during meetings. - Users face **integration issues** with goodmeetings, hindering effective usage and connectivity with other tools. #### What Are Recent G2 Reviews of goodmeetings? **"[Great tool for analyzing user feedback](https://www.g2.com/survey_responses/goodmeetings-review-9071912)"** **Rating:** 5.0/5.0 stars *— Ajay S.* [Read full review](https://www.g2.com/survey_responses/goodmeetings-review-9071912) --- **"[Best Meeting notetaker !](https://www.g2.com/survey_responses/goodmeetings-review-9637736)"** **Rating:** 5.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/goodmeetings-review-9637736) --- #### What Are G2 Users Discussing About goodmeetings? - [What is goodmeetings used for?](https://www.g2.com/discussions/what-is-goodmeetings-used-for) ### 5. [Quilt](https://www.g2.com/products/quilt-app/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 16 **Product Description:** Quilt is building knowledge assistants for GTM teams. Our knowledge platform provides a comprehensive view of your organization’s data, allowing content to stay up-to-date without manual maintenance. Our knowledge assistants are available anywhere, from RFPs to Slack to live customer conversations. Solutions and GTM teams at Rubrik, Webflow, Watershed, Ashby, CaptivateIQ, Handle, Decagon, Kumo.ai, and more trust Quilt to empower their work. - Quilt is saving solutions teams thousands of hours a year by automating Q&A and response generation - Quilt has seamless integration with your tools (Google Suite, Confluence, Notion, Zoom) and keeps your knowledge up-to-date without needing manual maintenance - Quilt allows for same-day turnaround of RFPs and security questionnaires with a fully automated first pass - Strong data security (SOC 2 Type II compliant, TLS 1.2/1.3, AES-256 at-rest and in-transit encryption, data isolation for each customer) Quilt is headquartered in San Francisco and backed by Sequoia Capital. Request a demo at https://quilt.app to get started. ### What Do G2 Reviewers Say About Quilt? *AI-generated summary from verified user reviews* **Pros:** - Users find Quilt to be a **huge time-saver** , significantly reducing hours spent on RFPs and improving efficiency. - Users find Quilt very **easy to use** , appreciating its intuitive design that saves time and reduces stress. - Users value the **fast response** of Quilt's team, who promptly address feature gaps and enhance functionality. - Users love the **fast RFP completion** of Quilt, significantly reducing stress and saving valuable time for busy schedules. - Users find Quilt to be a **huge time saver** , significantly reducing the effort needed for complex RFPs. **Cons:** - Users report **integration issues** with Quilt, particularly with multi-language support and compatibility with other platforms. - Users highlight **limitations in multi-language support** and desire for better compatibility with formats like Google Docs and PDFs. - Users note the **limited features** of Quilt, especially the lack of integrations and enterprise-grade reporting. - Users note the **limited functionality** of Quilt, wishing for support for more formats and advanced reporting features. - Users feel that Quilt lacks **support for various formats** and essential functionality like enterprise-grade reporting. #### What Are Recent G2 Reviews of Quilt? **"[Less time in spreadsheets, more time for work that moves deals forward.](https://www.g2.com/survey_responses/quilt-review-10053200)"** **Rating:** 5.0/5.0 stars *— Chapman S.* [Read full review](https://www.g2.com/survey_responses/quilt-review-10053200) --- **"[Excellent solution for RFPs, security questionnaires, and cross-functional KB uses](https://www.g2.com/survey_responses/quilt-review-10063186)"** **Rating:** 5.0/5.0 stars *— Scott S.* [Read full review](https://www.g2.com/survey_responses/quilt-review-10063186) --- ### 6. [Revenoid (Previously Evabot)](https://www.g2.com/products/revenoid-previously-evabot/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 40 **Product Description:** Revenoid is your AI-powered partner in sales prospecting, designed to take Signal Led Prospecting to the next level. Imagine having a tool that scans 10-K reports, earnings calls, news, and social media to provide you with the most relevant and up-to-date insights. That's what Revenoid does, empowering sales reps with precision sales triggers that make all the difference. By combining expert frameworks with AI-driven insights, Revenoid helps you craft personalized and impactful communication. With features like Messaging 2.0, Call Prep Notes, and an Omnichannel Outreach Hub, Revenoid equips sales professionals to build stronger relationships and achieve greater success. In a nutshell, Revenoid simplifies and elevates your entire sales workflow, making your outreach more effective and your results more impressive. ### What Do G2 Reviewers Say About Revenoid (Previously Evabot)? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **ease of use** of Revenoid, significantly boosting sales efficiency and streamlining communication efforts. - Users appreciate the **time-saving automation** of Revenoid, which enhances efficiency for sales teams through quick insights and personalized messages. - Users appreciate the **exceptional customer support** of Revenoid, enhancing their outreach and engagement efficiency. - Users praise the **quick and effective personalization** features of Revenoid, enhancing communication and improving productivity. - Users value the **efficient email automation** of Revenoid, significantly reducing manual effort and enhancing productivity. **Cons:** - Users notice that the **slow loading** times can be frustrating, affecting their overall experience with Revenoid. - Users experience **outdated data** issues with Evabot, requiring verification and quality control for accurate insights. - Users often face **outdated information** from Revenoid, necessitating careful verification and quality control for accuracy. - Users experience **technical issues** with Revenoid, including slow loading times and outdated information retrieval. - Users report **inaccuracy issues** with Revenoid, necessitating manual checks to verify information and prompt quality. #### What Are Recent G2 Reviews of Revenoid (Previously Evabot)? **"[It's one of the best SDR copilots](https://www.g2.com/survey_responses/revenoid-previously-evabot-review-10793984)"** **Rating:** 4.5/5.0 stars *— Mauricio C.* [Read full review](https://www.g2.com/survey_responses/revenoid-previously-evabot-review-10793984) --- **"[Very good automation software](https://www.g2.com/survey_responses/revenoid-previously-evabot-review-11425097)"** **Rating:** 5.0/5.0 stars *— Mohsin M.* [Read full review](https://www.g2.com/survey_responses/revenoid-previously-evabot-review-11425097) --- ### 7. [Periodix](https://www.g2.com/products/periodix/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 20 **Product Description:** Periodix is the 1st LinkedIn AI sales-generating tool and auto sales assistant software, built for automated outreach and custom context-aware re-engagement. The software uses AI to generate new leads, send personalized outreach messages, contextual follow up with prospects, re-engage cold or inactive leads, handle objections, and book meetings, helping sales teams and recruiters automate LinkedIn communication and close more deals. Periodix features - AI-crafted messaging - automated call scheduling - centralized inbox and call management - analytics from connection request to call - custom contextual re-engagement sequences ensuring both new outreach and ongoing lead nurturing are fully optimized. Key Features: Automated Outreach & Re-Engagement: Reach new prospects and revive inactive conversations automatically, turning missed opportunities into meetings. Fast AI Responses: 24/7 timely interactions increase chances of conversion. Customized Message Sequences: Tailored messages for your ICP, boosting engagement. Automated Call Scheduling & Management: Book calls effortlessly and track all lead interactions in one dashboard. One Inbox & Automated Answer Categories: Prioritize active leads while systematically handling objections and inactive prospects. With Periodix AI, streamline your LinkedIn outreach, continuously re-engage cold leads, and maximize your sales results — all in one platform. ### What Do G2 Reviewers Say About Periodix? *AI-generated summary from verified user reviews* **Pros:** - Users value the **automation capabilities** of Periodix, significantly enhancing lead interaction and outreach efficiency. - Users value the **efficient lead generation** of Periodix, enhancing outreach and boosting conversion rates effortlessly. - Users love the **seamless LinkedIn integration** of Periodix, streamlining outreach and enhancing lead interaction efficiently. - Users find Periodix's **time-saving features** incredibly effective, streamlining lead generation and outreach processes effortlessly. - Users commend the **excellent and responsive customer support** from Periodix, enhancing their overall experience and effectiveness. **Cons:** - Users face **missing features** since Periodix only supports LinkedIn, limiting its overall functionality. - Users find that **automated responses can lack a human touch** , impacting the overall experience with Periodix. - Users find the **initial complexity** of Periodix challenging, requiring time to understand the application fully. #### What Are Recent G2 Reviews of Periodix? **"[Reliable Outreach Tool with Strong Support and Growth Potential](https://www.g2.com/survey_responses/periodix-review-12739300)"** **Rating:** 4.0/5.0 stars *— Nilay S.* [Read full review](https://www.g2.com/survey_responses/periodix-review-12739300) --- **"[10/10 HIGHLY RECOMMEND!!!!](https://www.g2.com/survey_responses/periodix-review-10839704)"** **Rating:** 5.0/5.0 stars *— Erica R.* [Read full review](https://www.g2.com/survey_responses/periodix-review-10839704) --- ### 8. [OpTonal](https://www.g2.com/products/optonal/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 10 **Product Description:** OpTonal pulls specific key details from customer calls in Gong and pushes them to Slack automagically. High-volume revenue teams can manage more calls with customers and facilitate smoother handoffs between sales and CS. It's 5 minutes to set up (literally). Learn more at: https://optonal.com/ With OpTonal, you get: • Automated Call Analysis (Summaries, Action Items, Follow-up Emails) • Customized Analysis based on your business • Call Q&A with AI Chat • Organized View of Action Items • CRM Integrations • Auto-update CRM fields • Zoom, Gong, GMeet integrations #### What Are Recent G2 Reviews of OpTonal? **"[A game changer to help me be more efficient + save time in the sales cycle](https://www.g2.com/survey_responses/optonal-review-9101297)"** **Rating:** 5.0/5.0 stars *— Liz M.* [Read full review](https://www.g2.com/survey_responses/optonal-review-9101297) --- **"[VP of Sales](https://www.g2.com/survey_responses/optonal-review-9143094)"** **Rating:** 5.0/5.0 stars *— Garrett O.* [Read full review](https://www.g2.com/survey_responses/optonal-review-9143094) --- ### 9. [Zilliant](https://www.g2.com/products/zilliant/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 59 **Product Description:** Zilliant helps companies unlock the power of pricing by putting pricing at the heart of every business. Zilliant enables companies to manage the entire pricing lifecycle on a single platform so they can create better buying experiences and drive profitable growth. With Zilliant for Pricing, companies can: 1) Improve Margins through Optimized Pricing: Create a single source of truth for pricing to react quickly to market fluctuations and determine the best pricing strategy 2) Deliver Pricing Across Every Buying Channel: Ensure optimized list and customer-specific pricing is consistent across direct sales, partners, and self-service 3) Close Deals Faster while Increasing Financial Control: Provide guardrails for sales and customers to close their own deals that deliver pricing within corporate strategy guidelines Improve Win Rates with AI-Driven Deal Opportunities: Bring together pricing data, sales workflows and AI to identify and execute on time-sensitive, cross-sell and upsell opportunities Zilliant's solutions include: • Zilliant Price Management & Optimization - Gain control and speed with the right price while improving margins • Zilliant Revenue Intelligence - Transform insights into sales actions to accelerate revenue • Zilliant CPQ - Streamline the sales process to win deals and improve buying experiences ### What Do G2 Reviewers Say About Zilliant? *AI-generated summary from verified user reviews* **Pros:** - Users value the **streamlined pricing strategies** that enhance decision-making and ensure pricing accuracy with Zilliant. - Users value the **accuracy** of Zilliant, seeing it as a reliable source for pricing truth. - Users value the **responsive customer support** of Zilliant, providing timely expertise and assistance whenever needed. - Users value Zilliant for its **data accuracy** , ensuring reliable pricing and effective decision-making in management. - Users value the **dynamic pricing accuracy** of Zilliant, enhancing their pricing strategies effectively. **Cons:** - Users desire improved **AI integration** in Zilliant to enhance functionality and overall performance. - Users experience a **constant state of change** with Zilliant, leading to confusion and lack of a clear direction. - Users find the **complex implementation** of Zilliant challenging, wishing for easier, standard templates to use. - Users express **confusion** due to constant changes and unclear roadmaps, impacting their understanding and use of Zilliant. - Users find the **difficult learning process** of Zilliant frustrating due to the excessive programming required for configuration. #### What Are Recent G2 Reviews of Zilliant? **"[Data and science driven products to ensure pricing performance](https://www.g2.com/survey_responses/zilliant-review-10463359)"** **Rating:** 5.0/5.0 stars *— Julien O.* [Read full review](https://www.g2.com/survey_responses/zilliant-review-10463359) --- **"[Streamlines Pricing Strategies and Enhances Decision Making](https://www.g2.com/survey_responses/zilliant-review-11935975)"** **Rating:** 4.5/5.0 stars *— charlotte s.* [Read full review](https://www.g2.com/survey_responses/zilliant-review-11935975) --- #### What Are G2 Users Discussing About Zilliant? - [How do you use Zilliant?](https://www.g2.com/discussions/how-do-you-use-zilliant) - [What is software pricing?](https://www.g2.com/discussions/what-is-software-pricing) - [How much does zilliant cost?](https://www.g2.com/discussions/how-much-does-zilliant-cost) ### 10. [Clientbook](https://www.g2.com/products/clientbook/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 44 **Product Description:** Clientbook is the digital sales assistant for jewelers and other luxury retailers to make more money. We make your team clienteling rockstars by organizing customer data, automating follow-ups, and leveraging AI to create personalized and timely communications to bring customers back into your store. Nearly a thousand jewelers around the country are achieving more repeat business, building deeper customer relationships, and generating more income by using Clientbook. They love having a virtual sales assistant working nonstop helping sales associates to level up and create more opportunities for a sale. ### What Do G2 Reviewers Say About Clientbook? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Clientbook, enhancing communication and simplifying business interactions effortlessly. - Users commend the **excellent customer support** from Clientbook, highlighting helpful staff and effective communication throughout. - Users highlight the **helpful support** from Clientbook, making communication and marketing smooth and effective. - Users value the **effective customer engagement** Clientbook facilitates, enhancing communication and support for better business outcomes. - Users value the **easy communication** with clients through Clientbook, enhancing sales efficiency and customer engagement. **Cons:** - Users experience **glitches with the CB mobile app** , affecting their ability to save reminders and work properly. - Users experience **software glitches** with the app, causing issues with saving reminders and interruptions in functionality. - Users experience **frequent glitches** in Clientbook, though support teams are helpful in addressing these issues. - Users are frustrated with **data management issues** , such as inability to delete client activities and limited language support. - Users report **mobile limitations** with Clientbook, citing glitches that hinder saving work and editing client activities. #### What Are Recent G2 Reviews of Clientbook? **"[I'm Making More Money with Clientbook](https://www.g2.com/survey_responses/clientbook-review-10444143)"** **Rating:** 5.0/5.0 stars *— jenna h.* [Read full review](https://www.g2.com/survey_responses/clientbook-review-10444143) --- **"[Fast, Easy Customer Communication with Reliable Edge Integration](https://www.g2.com/survey_responses/clientbook-review-12703472)"** **Rating:** 4.5/5.0 stars *— Kaitlyn A.* [Read full review](https://www.g2.com/survey_responses/clientbook-review-12703472) --- #### What Are G2 Users Discussing About Clientbook? - [What is Clientbook Retail used for?](https://www.g2.com/discussions/what-is-clientbook-retail-used-for) ### 11. [Coevera](https://www.g2.com/products/coevera/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 442 **Product Description:** Coevera: The AI-Native Revenue Platform Built for How Selling Actually Works Today Coevera is the AI-native revenue platform redefining how modern sales organizations operate, collaborate, and grow. Born from more than a decade of CRM innovation as Pipeliner, Coevera represents the next evolution: a purpose-built system designed not to digitize old sales processes, but to reimagine them for an era where AI is a teammate, not a tool. At the heart of Coevera is a simple conviction—traditional CRMs were built for managers to extract data from sellers. Coevera flips that model. It's built for sellers, with AI woven into every workflow to eliminate busywork, surface insight, and accelerate revenue. The result is a platform where reps actually want to log in, managers get the visibility they need without the chase, and leadership gains a real-time understanding of pipeline health, risk, and opportunity. Coevera is powered by Voyager AI, an intelligent engine that continuously learns from your sales motion to deliver predictive guidance, contextual recommendations, and automated execution. The Collaborator transforms the CRM from a system of record into a system of engagement—a true AI partner that helps sellers prepare for calls, draft communications, navigate complex deals, and stay ahead of every opportunity. The Automatizer workflow engine removes the manual friction that drains seller productivity, while native Model Context Protocol (MCP) integration ensures Coevera connects seamlessly with the broader AI ecosystem your business already relies on. What truly sets Coevera apart is its commitment to being AI-native, not AI-washed. Unlike legacy platforms that bolt generative features onto decades-old architecture, Coevera was rebuilt from the ground up to make intelligence the default state of the system—not a premium add-on. Every dashboard, pipeline view, and workflow is designed to think alongside you. Coevera also champions visual selling, intuitive navigation, and rapid time-to-value. Implementation is measured in weeks, not quarters. Adoption is high because the experience is built around the seller, not against them. For organizations ready to move beyond the limitations of legacy CRM and embrace a smarter, faster, more human way to sell, Coevera is the platform built for what's next. It's not just a new name—it's a new category. Welcome to AI-native revenue. Coevera. Sales, evolved. ### What Do G2 Reviewers Say About Coevera? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Coevera, which simplifies tracking business needs and enhances team collaboration. - Users value the **easy tracking** of deals through an intuitive visual sales pipeline that enhances team efficiency. - Users appreciate the **helpful support and intuitive dashboard** of Coevera, enhancing lead generation and client management. - Users love the **highly visual and intuitive interface** of Coevera, simplifying deal tracking and enhancing usability. - Users appreciate the **user-friendly interface** of Pipeliner CRM, allowing for quick setup and easy navigation. **Cons:** - Users find **limited customization** options in Coevera makes it challenging to organize and deploy effectively. - Users find the **cost of Coevera to be prohibitively expensive** , especially small businesses struggling with their budgets. - Users find the **complexity of features** can create a steep learning curve and hinder efficient organization. - Users face **integration issues** with Coevera, limiting flexibility and complicating the use of third-party tools. - Users face a **steep learning curve** initially due to complex features, making the onboarding process challenging. #### What Are Recent G2 Reviews of Coevera? **"[User-Friendly CRM with Visual Pipelines and Clear Reporting](https://www.g2.com/survey_responses/coevera-review-12464847)"** **Rating:** 5.0/5.0 stars *— Nishat F.* [Read full review](https://www.g2.com/survey_responses/coevera-review-12464847) --- **"[Intuitive and Visual CRM That Simplifies Sales Management](https://www.g2.com/survey_responses/coevera-review-12578020)"** **Rating:** 4.5/5.0 stars *— Shreyash W.* [Read full review](https://www.g2.com/survey_responses/coevera-review-12578020) --- #### What Are G2 Users Discussing About Coevera? - [What is Pipeliner CRM used for?](https://www.g2.com/discussions/pipeliner-crm-what-is-pipeliner-crm-used-for) - [What is Pipeliner CRM used for?](https://www.g2.com/discussions/what-is-pipeliner-crm-used-for) - 1 comment ### 12. [Zopto](https://www.g2.com/products/zopto/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 70 **Product Description:** Attract hundreds of hot leads by targeting your ideal customers on LinkedIn! 💥 As the #1 Linkedin social selling tool, our algorithm mimics human behaviour so you never get banned and can maintain a consistent stream of leads. ### What Do G2 Reviewers Say About Zopto? *AI-generated summary from verified user reviews* **Pros:** - Users find Zopto to be **exceptionally user-friendly** , simplifying campaign setup and providing excellent support throughout the process. - Users value the **automation capability** of Zopto, significantly saving time and effort while enhancing outreach efficiency. - Users value the **fantastic customer support** from Zopto, which consistently addresses queries and enhances the user experience. - Users appreciate Zopto's **user-friendly interface** , making campaign setup and management seamless and efficient. - Users commend the **seamless LinkedIn integration** of Zopto, enabling effortless automation and significant network growth. **Cons:** - Users desire a better pricing structure, finding Zopto **expensive** for multiple user accounts. - Users note the **missing features** in Zopto, particularly the lack of a robust email creation editor. - Users experience **slow performance** , although they appreciate being informed about it by the account manager upfront. - Users report encountering **occasional software bugs** in Zopto, though support is proactive in addressing them. #### What Are Recent G2 Reviews of Zopto? **"[One of the Linkedin Automation OGs](https://www.g2.com/survey_responses/zopto-review-4569685)"** **Rating:** 5.0/5.0 stars *— Howard S.* [Read full review](https://www.g2.com/survey_responses/zopto-review-4569685) --- **"[LinkedIn Lead Gen Tool with Amazing Support!](https://www.g2.com/survey_responses/zopto-review-10290875)"** **Rating:** 4.0/5.0 stars *— Norm F.* [Read full review](https://www.g2.com/survey_responses/zopto-review-10290875) --- #### What Are G2 Users Discussing About Zopto? - [Is Zopto free?](https://www.g2.com/discussions/is-zopto-free) - [Is Zopto legit?](https://www.g2.com/discussions/is-zopto-legit) - [What is Zopto?](https://www.g2.com/discussions/what-is-zopto) ### 13. [Locale.ai](https://www.g2.com/products/locale-ai/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 12 **Product Description:** Locale is a control tower for operations teams. We help ops teams shift from reacting and firefighting to proactively solving issues and bottle necks. Using Locale, our customers send alerts to different stakeholders, and track and manage these alerts from a centralised system. We integrate with different databases and help you send alerts to whatever platform you choose (Slack, Email, WhatsApp, SMS, Zendesk, Freshdesk, etc.) Companies from different industries such as Education, Medicine, Gaming, AgriTech and D2C are finding value with Locale. To learn more and try Locale for free, visit https://www.locale.ai/. #### What Are Recent G2 Reviews of Locale.ai? **"[Locale.ai review](https://www.g2.com/survey_responses/locale-ai-review-8154698)"** **Rating:** 5.0/5.0 stars *— Ishika S.* [Read full review](https://www.g2.com/survey_responses/locale-ai-review-8154698) --- **"[Proactive Solutions to Save Time and Improve Customer Satisfaction](https://www.g2.com/survey_responses/locale-ai-review-8150531)"** **Rating:** 4.0/5.0 stars *— Gian Paolo C.* [Read full review](https://www.g2.com/survey_responses/locale-ai-review-8150531) --- #### What Are G2 Users Discussing About Locale.ai? - [What is Locale.ai used for?](https://www.g2.com/discussions/what-is-locale-ai-used-for) ### 14. [Tact](https://www.g2.com/products/tact/reviews) **Average Rating:** 4.2/5.0 **Total Reviews:** 58 **Product Description:** Tact.ai is on a mission to make enterprise software more human-friendly. Tact.ai puts sellers first with human-friendly CRM solutions that are frictionless, connected, and prescriptive. Powered by our patented Edge AI platform, Fortune 500 sales organizations -- including Honeywell, Cisco, and one of the largest pharmaceutical companies in the world -- use Tact to change sales behavior and digitally transform how sellers work with customers every day to achieve new levels of productivity and collaboration. Founded by Chuck Ganapathi, who has built three generations of CRM products, Tact.ai Technologies, Inc. is a privately-held company backed by Accel Partners, Redpoint Ventures, Upfront Ventures, M12 (formerly Microsoft Ventures), Comcast Ventures, Honeywell Ventures, Salesforce Ventures, and the Amazon Alexa Fund. #### What Are Recent G2 Reviews of Tact? **"[Funny application](https://www.g2.com/survey_responses/tact-review-3841716)"** **Rating:** 4.5/5.0 stars *— Gael F.* [Read full review](https://www.g2.com/survey_responses/tact-review-3841716) --- **"[Tact- A helpful tool](https://www.g2.com/survey_responses/tact-review-3808484)"** **Rating:** 4.0/5.0 stars *— Verified User in Machinery* [Read full review](https://www.g2.com/survey_responses/tact-review-3808484) --- #### What Are G2 Users Discussing About Tact? - [What is Tact used for?](https://www.g2.com/discussions/what-is-tact-used-for) ### 15. [Overloop.ai](https://www.g2.com/products/overloop-ai/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 132 **Product Description:** AI-powered Sales Automation Platform Overloop AI engine sources new leads, writes your emails, and books meetings for you while you sleep. Welcome to the future of sales! ## Free 90% of your SDRs’ time ## Overloop's powerful AI engine automates everything boring in a sales prospecting job. You'll never have to source leads on LinkedIn or write cold emails again! ## Lead Sourcing ## Overloop leverages an AI-powered B2B database of 450M+ contacts and will source new leads while you sleep! Define your ICP, and Overloop will build your lists 100% automatically. ## Multi-channel Outbound Campaigns ## Our AI engine automatically generates top-performing multi-channel outbound campaigns based on thousands of already-sent campaigns, optimizing the number of steps and delays between each message. No more complex campaign editor; Overloop handles everything and optimizes every campaign for maximum results! Multi-channel engagement platform For better results, Overloop automates follow-up interactions by email and on LinkedIn and maintains consistent lead engagement. ## Hyper-personalization at scale ## Overloop's AI engine analyzes the lead's website and social profiles to write ultra-personalized and impactful cold emails (and LinkedIn messages) with zero typing required! Forget about templates and variables; every email is 100% unique! ### What Do G2 Reviewers Say About Overloop.ai? *AI-generated summary from verified user reviews* **Pros:** - Users find Overloop.ai to have **exceptional ease of use** , making lead sourcing and outreach seamless and efficient. - Users value the **quick and helpful customer support** from Overloop.ai, enhancing their overall experience and satisfaction. - Users find Overloop.ai's **effectiveness in lead sourcing** outstanding, enhancing outreach and boosting sales processes significantly. - Users appreciate the **robust LinkedIn integration** in Overloop.ai, enhancing lead sourcing and outreach efficiency. - Users find Overloop.ai to be **incredibly affordable** , with cost savings covering the total expense within just one month. **Cons:** - Users find Overloop.ai to be **expensive** , especially challenging for small businesses or individuals on a tight budget. - Users desire options for **purchasing additional credits** to enhance their experience with Overloop.ai. - Users are disappointed by the **absence of a free trial** period, limiting their ability to test the product. - Users report a **low percentage of leads’ emails** , which impacts their expectations and efficiency in outreach efforts. - Users experience a **low percentage of lead email generation** , which does not meet their expectations for effective outreach. #### What Are Recent G2 Reviews of Overloop.ai? **"[Simple tool for quality lead generation](https://www.g2.com/survey_responses/overloop-ai-review-11661605)"** **Rating:** 4.0/5.0 stars *— Gommaer L.* [Read full review](https://www.g2.com/survey_responses/overloop-ai-review-11661605) --- **"[Great Lead Sources That Deliver](https://www.g2.com/survey_responses/overloop-ai-review-12590915)"** **Rating:** 4.0/5.0 stars *— vivian c.* [Read full review](https://www.g2.com/survey_responses/overloop-ai-review-12590915) --- #### What Are G2 Users Discussing About Overloop.ai? - [How has Overloop improved your sales prospecting, and what advice would you give to new users?](https://www.g2.com/discussions/how-has-overloop-improved-your-sales-prospecting-and-what-advice-would-you-give-to-new-users) - [What is lead fuse?](https://www.g2.com/discussions/what-is-lead-fuse) - [How do you use prospect io?](https://www.g2.com/discussions/how-do-you-use-prospect-io) ### 16. [Buzz](https://www.g2.com/products/buzz-outreach-limited-buzz/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 161 **Product Description:** Buzz is the Frictionless Sales Engagement Platform for Revenue Teams and Agencies. Busy teams need an all-in-one sales technology that allows them to indentify, enrich and engage more prospects on all channels from a single platform. By combining core outreach and lead generation channels with Buzz's powerful B2B contact & intent database, web visitor resolution, and AI engine your team can easily streamline their most important prospecting activities and automatically sync them back to your CRM. ### What Do G2 Reviewers Say About Buzz? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **outstanding customer support** from Buzz, enhancing their experience and aiding campaign success. - Users praise the **exceptional customer support** from Buzz, highlighting outstanding assistance and proactive engagement. - Users praise the **ease of use** of Buzz, appreciating its intuitive interface and excellent customer support. - Users value the **effortless campaign creation** and effective lead generation capabilities of Buzz, backed by exceptional support. - Users commend Buzz for its **effective lead generation** , with easy campaign creation and excellent personalized support. **Cons:** - Users find Buzz to be **expensive** , with prices steadily increasing and higher than other campaign software options. - Users find **integration issues** with CRM systems like Salesforce and Hubspot lead to increased manual work. - Users find the **time-consuming nature** of campaign building frustrating, often requiring extensive experimentation for results. - Users find that Buzz.ai often faces **versatility challenges** when conversations stray from the intended script. - Users experience significant **complexity in campaign management** , requiring much experimentation and time to see results. #### What Are Recent G2 Reviews of Buzz? **"[Seamless Interface for Connecting with Multiple People](https://www.g2.com/survey_responses/buzz-review-12522339)"** **Rating:** 5.0/5.0 stars *— Matthew F.* [Read full review](https://www.g2.com/survey_responses/buzz-review-12522339) --- **"[Quality Leads Fast with Precision and Efficient Targeting](https://www.g2.com/survey_responses/buzz-review-12403399)"** **Rating:** 5.0/5.0 stars *— Sarah C.* [Read full review](https://www.g2.com/survey_responses/buzz-review-12403399) --- #### What Are G2 Users Discussing About Buzz? - [What is Buzz used for?](https://www.g2.com/discussions/what-is-buzz-used-for) - 2 comments ### 17. [Rollio](https://www.g2.com/products/rollio/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 26 **Product Description:** Rollio AI Salesforce Assist all about powering your team do more: Sell, Support, Prospect, and Forecast with better data and a faster process. By making your CRM human your sales&service team can spend 30-40 hours more per month selling, stick to your best sales process, and all while feeding critical & up-to-data into Salesforce. How it works: Rollio AI Salesforce Assist allows users to use human language to interact with their CRM like a human being, and vice versa their CRM speaks to them when an update is critical, a follow-up is suggested, and more with process automation workflows. Allowing for hours of data entry done in minutes through human language and workflow automation, and for perfect CRM data for forecasting. #### What Are Recent G2 Reviews of Rollio? **"[The best solution to drive top line growth!](https://www.g2.com/survey_responses/rollio-review-4683308)"** **Rating:** 5.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/rollio-review-4683308) --- **"[Quick and easy way to stay on top of your tasks and opportunities in SFDC without mobile app hassle](https://www.g2.com/survey_responses/rollio-review-5184418)"** **Rating:** 4.5/5.0 stars *— Juulia K.* [Read full review](https://www.g2.com/survey_responses/rollio-review-5184418) --- #### What Are G2 Users Discussing About Rollio? - [What is Rollio used for?](https://www.g2.com/discussions/what-is-rollio-used-for) ### 18. [Cloze](https://www.g2.com/products/cloze/reviews) **Average Rating:** 3.7/5.0 **Total Reviews:** 33 **Product Description:** Featured in the Wall Street Journal, Inc., TIME, ABC, Forbes and PC Mag. Cloze is like a personal assistant for your professional relationships that is always prompting you at the right moment and remembering what you don’t. It pulls from your apps to automatically create one view of every person and company - all their contact details, and your complete history - every email back and forth, your phone calls together, meetings, notes, files, social, and messages. We’ll even grab email signatures so your contacts are always up-to-date. It's all organized for you - by contact, company, and meeting - without any busy work. With everything in one place, Cloze can put advanced data science to work for you. Cloze figures out who is important and keeps them top of mind, and will even remind you to reach out to a contact and refresh a fading relationship. Cloze organizes by companies too - without any setup. See your complete interaction history with any company, automatically in one place: contacts, email, meetings, phone calls, notes, documents and social media too. There’s no data entry - Cloze is the automatic way to remember everyone. #### What Are Recent G2 Reviews of Cloze? **"[The best CRM available on the market](https://www.g2.com/survey_responses/cloze-review-6845558)"** **Rating:** 5.0/5.0 stars *— Radek W.* [Read full review](https://www.g2.com/survey_responses/cloze-review-6845558) --- **"[Absolutely Love](https://www.g2.com/survey_responses/cloze-review-5187904)"** **Rating:** 5.0/5.0 stars *— Whitney J.* [Read full review](https://www.g2.com/survey_responses/cloze-review-5187904) --- #### What Are G2 Users Discussing About Cloze? - [What is Cloze used for?](https://www.g2.com/discussions/what-is-cloze-used-for) - [What does Cloze do?](https://www.g2.com/discussions/what-does-cloze-do) - [How do you use cloze?](https://www.g2.com/discussions/how-do-you-use-cloze) ### 19. [EngageTech](https://www.g2.com/products/engagetech/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 59 **Product Description:** We enable our customers to drive more qualified, predictable pipeline through our unique Sales Intelligence platform and world-class SDR Services. Here on G2, the information and reviews you will find relate to our Sales Intelligence platform (formerly known as EngageIQ) so read on to learn more. The EngageTech platform enables SDR and Sales teams around the world to identify in-market accounts and B2B technology buyers ready for a conversation. A dynamic, searchable database of up-to-date, compliant B2B company information and accurate tech buyer contact details (job title, direct dial phone numbers, email etc), intelligently ranking in-market accounts and tech buyers based on their likelihood to be open to a conversation. Cutting down hours of SDR research time and optimising for outbound prospecting activity, EngageTech integrates with leading sales engagement and CRM platforms, as well as enabling direct dialling into prospects via the platform. Our database is fuelled by over 50,000 weekly outbound calls into technology buyers around the world which enables us to surface unique intelligence ensuring SDRs are focused on prospecting into the right accounts and buyers, at the right time, equipped with the insights needed for positive conversations. Don't just take our word for it; read our 50+ reviews and see what our customers have to say. If you'd like to learn more about our Outsourced SDR services, please check out our website. #### What Are Recent G2 Reviews of EngageTech? **"[EngageTech Site Visit/Training](https://www.g2.com/survey_responses/engagetech-review-8758261)"** **Rating:** 4.0/5.0 stars *— Paul T.* [Read full review](https://www.g2.com/survey_responses/engagetech-review-8758261) --- **"[Fast track to IT decision makers](https://www.g2.com/survey_responses/engagetech-review-8577538)"** **Rating:** 4.5/5.0 stars *— Antony A.* [Read full review](https://www.g2.com/survey_responses/engagetech-review-8577538) --- #### What Are G2 Users Discussing About EngageTech? - [What is EngageIQ used for?](https://www.g2.com/discussions/what-is-engageiq-used-for) ### 20. [Luna.ai](https://www.g2.com/products/luna-ai/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 37 **Product Description:** The old sales playbook is broken. Today's prospects have zero patience for those one-size-fits-all spam messages. And email service providers have tightened their policies on bulk cold emailing. It's a new era, and the old ways just don't cut it anymore. And if you think simply growing your sales team is the magic bullet, think again. Despite their best efforts, many salespeople miss the mark on understanding and engaging prospects effectively. The ROI of sales reps is getting harder and harder to justify. Sounds familiar? It's time for a change. Enter Luna.ai, your rocket ship in the sales darkness. Luna.ai isn't just another AI sales tool; it's the all-in-one prospect platform you’re looking for. Signal-based selling, personalization at scale, email deliverability– Luna.ai has it covered. With Luna.ai, you're not just selling; you're selling smarter and more effectively. Imagine a system that knows your prospect inside and out, built on a mountain of data and insights to ensure every outreach is spot-on. Fluent in an impressive 152 languages. And the best part? Scalable, with unlimited email accounts, all at one-tenth the cost of traditional methods. At its heart, Luna.ai is about empowering you to excel in what you love doing most: connecting with customers and sealing those deals. It's about removing the guesswork and ensuring that every message you send feels personal and relevant. Set up your first playbook today. With Luna.ai's presets, you'll be up and running in minutes. See you on the moon! ### What Do G2 Reviewers Say About Luna.ai? *AI-generated summary from verified user reviews* **Pros:** - Users find Luna.ai's **ease of use** enhances their cold email outreach experience significantly, simplifying mass emailing processes. - Users appreciate the **automation of cold email outreach** with Luna.ai, finding it significantly easier and more efficient. - Users highlight the **great customer support** of Luna.ai, enhancing their overall experience and satisfaction. - Users find that Luna.ai greatly simplifies **email management** , enhancing efficiency in cold outreach efforts. - Users value the **personalization** features of Luna.ai, enhancing their experience with tailored communications. **Cons:** - Users find the **steep learning curve** of Luna.ai makes it cumbersome to use initially until they adapt. - Users find the **learning difficulty** of Luna.ai challenging, making initial usage cumbersome until they adapt. #### What Are Recent G2 Reviews of Luna.ai? **"[Does a good job of what it is meant to do.](https://www.g2.com/survey_responses/luna-ai-review-10292378)"** **Rating:** 4.0/5.0 stars *— John D.* [Read full review](https://www.g2.com/survey_responses/luna-ai-review-10292378) --- **"[Great done for you solution for automated sales outreach!](https://www.g2.com/survey_responses/luna-ai-review-10284265)"** **Rating:** 4.5/5.0 stars *— Verified User in Design* [Read full review](https://www.g2.com/survey_responses/luna-ai-review-10284265) --- ### 21. [Lavender](https://www.g2.com/products/lavender/reviews) **Average Rating:** 4.8/5.0 **Total Reviews:** 61 **Product Description:** The most helpful email assistant on the planet. Lavender helps you write better emails faster. It’s a browser extension that combines writing AI, social data, and inbox productivity tools. AI analyzes and helps you improve your emails and replies, social data helps you build rapport, and tools like Mobile Preview, Email Verification, GIFs, and Spam Stopper help you be awesome at email. ### What Do G2 Reviewers Say About Lavender? *AI-generated summary from verified user reviews* **Pros:** - Users value the **accuracy** of Lavender's email scoring, finding it essential for concise communication. - Users find **email scoring** essential for efficiency, allowing them to communicate quickly and effectively. - Users value the **time-saving features** of Lavender, allowing for quick and concise email communication. #### What Are Recent G2 Reviews of Lavender? **"[Lavender helps sales emails sound better](https://www.g2.com/survey_responses/lavender-review-11279481)"** **Rating:** 5.0/5.0 stars *— Rohan D.* [Read full review](https://www.g2.com/survey_responses/lavender-review-11279481) --- **"[The SDR tool for a great icebreaker](https://www.g2.com/survey_responses/lavender-review-10493975)"** **Rating:** 5.0/5.0 stars *— Jacob H.* [Read full review](https://www.g2.com/survey_responses/lavender-review-10493975) --- #### What Are G2 Users Discussing About Lavender? - [What is Lavender used for?](https://www.g2.com/discussions/what-is-lavender-used-for) ### 22. [Woobot](https://www.g2.com/products/woobot/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 10 **Product Description:** Woobot.io makes working with your Salesforce data as easy as chatting in Slack or Microsoft Teams. Deploy your Sales playbook end-to-end to include the conversations happening in Slack and Microsoft teams so when deals get stuck or the forecast is impacted everyone can respond quickly. The organization stays aligned, Salesforce stays fresh, and people stay productive. Woobot.io supports all of the core Salesforce Clouds (Sales, Service, Marketing, Commerce, Platform, and Industries - Higher Ed., Nonprofit, Financial Services) and Einstein powered workflows. #### What Are Recent G2 Reviews of Woobot? **"[good for smooth customer contact](https://www.g2.com/survey_responses/woobot-review-7605949)"** **Rating:** 4.0/5.0 stars *— Jessica D.* [Read full review](https://www.g2.com/survey_responses/woobot-review-7605949) --- **"[Valuable tool for cross-functional utilization](https://www.g2.com/survey_responses/woobot-review-7437899)"** **Rating:** 4.5/5.0 stars *— Steven K.* [Read full review](https://www.g2.com/survey_responses/woobot-review-7437899) --- #### What Are G2 Users Discussing About Woobot? - [What is Woobot used for?](https://www.g2.com/discussions/what-is-woobot-used-for) ### 23. [Sleak AI](https://www.g2.com/products/sleak-ai/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 13 **Product Description:** Sleak AI is an AI-powered people development platform that builds professional skills through conversation. Instead of delivering static training content, Sleak's AI Coach teaches through personalized dialogue, trains through realistic simulated scenarios with virtual counterparts, evaluates performance against defined standards of excellence, and adapts to each individual's pace and needs. Managers define what their team needs to achieve, learning about a new product, improving sales conversations, sharpening leadership skills - and Sleak's AI Coach develops the specific knowledge and conversational competencies required. The Coach is voice-native, always available, and endlessly patient. Sleak is purpose-built for enterprise people development. It is not an LMS with AI bolted on, nor a generic chatbot. It rethinks how organizations develop their people: initiative-based execution replaces course catalogs, scorecard-driven evaluation replaces completion tracking, and simulated practice replaces passive content consumption. Founded in 2024 and headquartered in Munich, Germany, Sleak serves enterprise teams across the DACH region and beyond. #### What Are Recent G2 Reviews of Sleak AI? **"[Realistic simulation of sales conversations](https://www.g2.com/survey_responses/sleak-ai-review-12635680)"** **Rating:** 5.0/5.0 stars *— Matthias C.* [Read full review](https://www.g2.com/survey_responses/sleak-ai-review-12635680) --- **"[Efficient training tool with potential for improvement](https://www.g2.com/survey_responses/sleak-ai-review-12651948)"** **Rating:** 5.0/5.0 stars *— Marc W.* [Read full review](https://www.g2.com/survey_responses/sleak-ai-review-12651948) --- ### 24. [Sendzilla](https://www.g2.com/products/sendzilla/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 17 **Product Description:** "It's the smartest LinkedIn automation platform on the market" Built for sales teams and outsourced lead gen agencies. Personalise. Connect. Convert. ‍ More than 40 out of 100 people you reach out to will connect. And you'll generate more leads than ever before. #### What Are Recent G2 Reviews of Sendzilla? **"[Simply Best In Class!](https://www.g2.com/survey_responses/sendzilla-review-5156428)"** **Rating:** 5.0/5.0 stars *— Sean B.* [Read full review](https://www.g2.com/survey_responses/sendzilla-review-5156428) --- **"[Creative and personalized way to connect with prospects on LinkedIn without being intrusive](https://www.g2.com/survey_responses/sendzilla-review-5395541)"** **Rating:** 5.0/5.0 stars *— Patricia C.* [Read full review](https://www.g2.com/survey_responses/sendzilla-review-5395541) --- #### What Are G2 Users Discussing About Sendzilla? - [What is Sendzilla used for?](https://www.g2.com/discussions/what-is-sendzilla-used-for) ### 25. [Fellow](https://www.g2.com/products/fellow/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 2,398 **Product Description:** Fellow is the only AI meeting assistant built from the ground up with privacy and security at its core. With both bot and botless recording options, Fellow gives teams full control over how meetings are captured — whether through a visible meeting bot or seamless, native recording with no bot required. Every recording, transcript, and summary is protected by enterprise-grade privacy and access controls, ensuring only the right people see the right information. Fellow delivers the most accurate AI meeting notes, transcripts, and summaries — and with Ask Fellow, you can instantly search across all your past meetings to surface key decisions, action items, and context without digging through notes. Leaders at Shopify, Aledade, Vidyard, and HubSpot trust Fellow to save their teams time and money by revolutionizing the way they meet. ### What Do G2 Reviewers Say About Fellow? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Fellow, highlighting its straightforward setup and effective call recaps. - Users appreciate the **automatic note-taking and summarization** features of Fellow, making meetings more efficient and organized. - Users love the **automatic note-taking** feature of Fellow, enhancing meeting efficiency and collaboration effortlessly. - Users appreciate the **action items feature** of Fellow, which enhances organization and keeps meeting details easily accessible. - Users value the **organization capabilities** of Fellow, enhancing productivity with grouped tasks and collaborative meeting notes. **Cons:** - Users face **frequent crashes** and limitations in planning weekly meetings effectively, impacting overall usability. - Users find the **task management capabilities lacking** , hindering effective organization of action items and tasks. - Users find **calendar integration limitations** frustrating, particularly with joining meetings and syncing across platforms. - Users find **template issues** frustrating, noting they are not user-friendly and lack appealing designs for recaps. - Users face **integration issues** with Fellow, limiting its functionality across different meeting platforms and project management tools. #### What Are Recent G2 Reviews of Fellow? **"[Super Responsive Support & a Product That Always Delivers Answers](https://www.g2.com/survey_responses/fellow-review-12752228)"** **Rating:** 5.0/5.0 stars *— Bruno K.* [Read full review](https://www.g2.com/survey_responses/fellow-review-12752228) --- **"[Game-Changing Meeting Assistant](https://www.g2.com/survey_responses/fellow-review-12169176)"** **Rating:** 4.5/5.0 stars *— SWAPNIL S.* [Read full review](https://www.g2.com/survey_responses/fellow-review-12169176) --- #### What Are G2 Users Discussing About Fellow? - [How is Fellow being used by leadership teams to drive effective meeting management and team collaboration in corporations?](https://www.g2.com/discussions/how-is-fellow-being-used-by-leadership-teams-to-drive-effective-meeting-management-and-team-collaboration-in-corporations) - 1 comment - [What is Fellow used for?](https://www.g2.com/discussions/what-is-fellow-used-for) - 2 comments - [What does Fellow do?](https://www.g2.com/discussions/what-does-fellow-do) - 7 comments ## What Is AI Sales Assistant Software? [Sales Tools](https://www.g2.com/categories/sales-tools) ## What Software Categories Are Similar to AI Sales Assistant Software? - [Sales Intelligence Software](https://www.g2.com/categories/sales-intelligence) - [Sales Engagement Software](https://www.g2.com/categories/sales-engagement) - [Conversation Intelligence Software](https://www.g2.com/categories/conversation-intelligence) --- ## 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