# Best AI Sales Assistant Software - Page 16

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

**Total Products under this Category:** 639

### Category Stats (Jul 2026)

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

_Last updated: July 31, 2026_

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

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

- 30 Analysts and Data Experts
- 169,700+ Authentic Reviews
- 639+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

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

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

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

**Sponsored**

### CallRail

CallRail is the lead engagement platform that makes it easy for businesses to attract more leads, convert more customers, and optimize their marketing. Serving more than 220,000 businesses worldwide, CallRail’s AI-powered solutions help businesses attribute each call, text, chat and form to their marketing journey, use insights from their conversations to better understand their buyers, and eliminate missed opportunities with AI that can handle lead interactions 24/7.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1389&secure%5Bchosen_at%5D=2026-07-31T17%3A07%3A08Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=3326&secure%5Bresource_id%5D=1389&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fai-sales-assistant%3Fpage%3D16%26selected_view%3Dgrid&secure%5Btoken%5D=5d985aa1265e786b28ea88c06c8016f910a52d2524af5f95ca5b5e2e961d1061&secure%5Burl%5D=https%3A%2F%2Fwww.callrail.com%2Fbenefits%2F&secure%5Burl_type%5D=paid_promos)

### [ORM Technologies](https://www.g2.com/products/orm-technologies/reviews)

ORM Technologies delivers advanced analytics to sales and marketing organizations. The three pillars of Advanced Analytics are: 1. Analyze - Report and measure your historical sales and marketing performance. 2. Predict - Use machine learning and AI to make predictions about where your business is headed based on your current sales and marketing strategy. 3. Optimize - Determine how to invest in sales and marketing to achieve your company's growing revenue goals. ORM Technologies' cloud-based software natively integrates with your marketing automation and customer relationship management platforms to provide key insights and recommendations for your business. 4 Solutions: 1. ORM Marketing Analytics 2. ORM Sales Analytics 3. ORM SaaS Metrics 4. ORM Account Targeting

**Average Rating:** 4.6/5.0

**Total Reviews:** 25

#### How Do G2 Users Rate ORM Technologies?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 8.9/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 8.9/10 (Category avg: 8.6/10)
- **Coaching :** 10.0/10 (Category avg: 8.4/10)

#### Who Is the Company Behind ORM Technologies?

- **Seller:** [ORM Technologies](https://www.g2.com/sellers/orm-technologies)
- **Year Founded:** 2011
- **HQ Location:** Dallas, Texas
- **Twitter:** @ORMTech  
197 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ae7b61e6ed09abf859eebd553569727591f50a263084640fbfab6fa8cfa703c0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2495955%2F&secure%5Burl_type%5D=linkedin_company_website)  
7 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software
- **Company Size:** 41% Large, 41% Medium

#### What Are Recent G2 Reviews of ORM Technologies?

**["Data Driven Insights for Modern Marketing"](https://www.g2.com/survey_responses/orm-technologies-review-8317327)**

**Rating:** 4.5/5.0 stars

_— Olivia P._

[Read full review](https://www.g2.com/survey_responses/orm-technologies-review-8317327)

**["A 360 view of business and marketing within a single platform"](https://www.g2.com/survey_responses/orm-technologies-review-7863266)**

**Rating:** 5.0/5.0 stars

_— Pedro B._

[Read full review](https://www.g2.com/survey_responses/orm-technologies-review-7863266)

#### What Are G2 Users Discussing About ORM Technologies?

- [What are the different ORM tools?](https://www.g2.com/discussions/what-are-the-different-orm-tools)
- [What does an ORM do?](https://www.g2.com/discussions/what-does-an-orm-do)
- [What are examples of ORM?](https://www.g2.com/discussions/what-are-examples-of-orm)

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

🚀 Reivix - AI Re-Engagement & Lead Scoring Engine for LinkedIn, Email, and CRMs 🚀 Reivix is an AI-powered re-engagement and lead scoring platform that helps sales teams, agencies, and consultants revive leads and prioritize the right opportunities - all without switching from their current outreach tools. While most solutions focus on top-of-funnel outreach, Reivix goes deeper into your existing conversations. It monitors inboxes and LinkedIn DMs, identifies potential re-engagement opportunities, and generates contextual, personalized follow-up messages based on past interactions and any custom requirements. 🔥 Why Reivix? After the first outreach, most leads go cold - and teams either forget about them or waste time manually following up with generic templates. This leads to lost revenue and low conversion from existing databases. Reivix changes that by turning your inbox into an intelligent sales assistant that finds hidden opportunities and suggests what to say next, based on real context. Key Features 🎯 AI Re-Engagement Engine: Analyzes your past conversations across LinkedIn and email to find warm, cold, forgotten or specific leads worth re-engaging. 🎯 Contextual AI Follow-Ups: Generates personalized follow-up messages that reference previous discussions, timing, and objections. 🎯 Lead Scoring & Prioritization: Assigns smart scores to leads based on conversation context, engagement, behavior, or custom tags, so teams can focus efforts where they’ll matter most. I🎯 nbox Lead Search: Allows users to define custom filters and instantly find re-engagement opportunities. 🎯 Cross-Platform Compatibility: Works with any LinkedIn or email outreach tool and integrates easily with CRMs, no migration or new setup required. Who It’s For ✅ Sales and outreach teams managing hundreds or thousands of past conversations ✅ LinkedIn / Email agencies looking to re-activate cold or “not interested” leads ✅ Revenue teams that want to maximize existing databases without changing their tech stack ✅ CRM and marketing automation users who need deeper visibility into conversation-level engagement What Makes Reivix Unique ⭐ Reivix is not another outreach tool, it’s the first cross-platform re-engagement intelligence layer. ⭐ It doesn’t replace your existing setup; it enhances it by analyzing historical conversations and suggesting the right next step for every lead. Think of Reivix as your AI analyst for lead revival: it finds, scores, and helps you re-engage valuable opportunities that are already in your inbox - with the right context, at the right time.

**Average Rating:** 4.8/5.0

**Total Reviews:** 4

#### How Do G2 Users Rate Reivix?

- **Peformance Tracking:** 9.4/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 9.4/10 (Category avg: 8.6/10)
- **Coaching :** 8.9/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Reivix?

- **Seller:** [Reivix](https://www.g2.com/sellers/reivix)
- **Year Founded:** 2025
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=240a667da4e6956abd4961354645314464beeee33f5c5bdbe6f63ed51e4b640d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Freivix%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **seamless LinkedIn integration** of Reivix, enhancing personalized lead engagement and outreach efficiency.
- Users value the **personalized re-engagement capabilities** of Reivix, making campaigns more effective and tailored to their needs.
- Users value the **automation of lead re-engagement** with Reivix, appreciating personalized follow-ups that save time and enhance engagement.
- Users value the **effective lead re-engagement** capabilities of Reivix, appreciating time-saving personalized follow-up processes.
- Users appreciate the **Salesforce integration** of Reivix, enhancing lead scoring and personalized follow-ups effortlessly.

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

**["Effortless Re-Engagement with Personalization, Visual Insights Could Improve"](https://www.g2.com/survey_responses/reivix-review-11901317)**

**Rating:** 5.0/5.0 stars

_— Nataliya G._

[Read full review](https://www.g2.com/survey_responses/reivix-review-11901317)

**["Effortless Lead Re-Engagement with Personalized AI Follow-Ups"](https://www.g2.com/survey_responses/reivix-review-12201893)**

**Rating:** 5.0/5.0 stars

_— Roman O._

[Read full review](https://www.g2.com/survey_responses/reivix-review-12201893)

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

Replygrow is a cloud-based LinkedIn automation tool to help you scale your lead generation. Do you want to automate boring tasks and generate new leads daily with little effort? Replygrow helps you become a LinkedIn outreach expert without any technical knowledge. With Replygrow you can: ➡️ Generate a prospect list from LinkedIn, Sales Navigator, Recruiter ➡️ Create and launch an outreach campaign to generate leads from LinkedIn ➡️ Send automated messages with advanced personalization ➡️ Track and compare results across different campaigns and team members ➡️ Automatically sync your CRM through Zapier or Integromat ➡️ Manage your LinkedIn Inbox more efficiently ➡️ Export your prospecting lists and campaign to CSV Replygrow is super easy-to-use. Simply visit our website and launch your first lead-generation campaign in 15 minutes. No payment is required. If you need any help contact us at hello@Replygrow.com and we'll help you get started.

**Average Rating:** 4.9/5.0

**Total Reviews:** 4

#### How Do G2 Users Rate Replygrow?

- **Peformance Tracking:** 10.0/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 9.4/10 (Category avg: 8.6/10)
- **Coaching :** 10.0/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Replygrow?

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

#### Who Uses This Product?

- **Company Size:** 75% Small, 25% Large

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

**["Pioneer in the design and simplicity of Lead Generation"](https://www.g2.com/survey_responses/replygrow-review-7791707)**

**Rating:** 4.5/5.0 stars

_— Ethan S._

[Read full review](https://www.g2.com/survey_responses/replygrow-review-7791707)

**["Effective lead generation on LinkedIn"](https://www.g2.com/survey_responses/replygrow-review-7704440)**

**Rating:** 5.0/5.0 stars

_— Martin H._

[Read full review](https://www.g2.com/survey_responses/replygrow-review-7704440)

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

Revolear is an AI-powered Digital Sales Room platform that helps B2B companies automate sales processes and close deals faster. Designed for SaaS, data services, managed services, and professional services, Revolear replaces manual sales tasks with AI-driven automation. Businesses use it to engage prospects, generate proposals, and manage complex deal negotiations efficiently. Who is Revolear for? Revolear is built for B2B companies with complex sales cycles, custom pricing structures, and high-touch deal processes. It is ideal for organizations that want to: • Automate proposal creation, deal structuring, and contract management • Enable self-service B2B sales for smaller deals • Accelerate contract renewals and long-cycle deal nurturing • Improve pricing strategies and contract negotiations with AI-powered automation How Revolear Works Revolear leverages artificial intelligence for sales automation, streamlining the B2B sales cycle with three core AI-driven tools: • DealScript AI – Uses customer inputs to generate accurate, customized proposals and pricing quotes instantly. • DealCraft AI – Provides a no-code platform for structuring complex deals, including pricing, terms, and contract clauses. • AI DealSpace – Creates Digital Sales Rooms where buyers explore solutions, collaborate on proposals, and finalize deals with minimal sales intervention. Key Benefits of Revolear • Multiply Sales Capacity – AI sales agents handle small, specialized, and long-tail deals, freeing up human sales teams. • Reduce Sales Costs – Automates manual sales tasks, reducing the need for additional support staff. • Accelerate Deal Cycles – AI-driven engagement helps customers move through the B2B sales funnel faster. • Enhance the B2B Buying Experience – Buyers interact with a structured, self-guided digital environment that improves conversion rates. • Seamless CRM Integration – Works with Salesforce, HubSpot, and third-party apps via API and Zapier. By digitizing B2B sales and automating deal execution, Revolear helps companies scale revenue, close deals faster, and optimize sales efficiency with AI-powered sales automation.

**Average Rating:** 4.6/5.0

**Total Reviews:** 11

#### How Do G2 Users Rate Revolear?

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

#### Who Is the Company Behind Revolear?

- **Seller:** [Revolear](https://www.g2.com/sellers/revolear)
- **Year Founded:** 2022
- **HQ Location:** San Francisco, California, United States
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c483685c138ca37956eea02b8cc1f55515f47a2bd405ec807790a69b213193ca&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frevolear&secure%5Burl_type%5D=linkedin_company_website)  
5 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 82% Medium, 18% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **customization options** in Revolear, enabling tailored proposals that meet unique client needs efficiently.
- Users value the **efficiency** of Revolear, enhancing sales management and streamlining proposal processes effectively.
- Users value the **time-saving features** of Revolear, which streamline quotations and proposals, enhancing efficiency and professionalism.
- Users value the **flexibility** of Revolear, enabling tailored proposals that meet unique client needs efficiently.
- Users value the **customizability** of Revolear, enhancing collaborative proposal development tailored to each client's needs.

##### Cons

- Users note **missing key features** in Revolear, but appreciate the company’s responsiveness to customer needs.
- Users found **limited customization** in Revolear's Microsoft Word output, requiring effort to achieve desired formatting.
- Users note some **missing features** in Revolear, though the company is responsive and eager to address them.
- Users find the **eSignature UI challenging** , making the transition from previous tools difficult and time-consuming.

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

**["Agreements, project pricing & HubSpot integration – and the UX is awesome too!"](https://www.g2.com/survey_responses/revolear-review-10873094)**

**Rating:** 5.0/5.0 stars

_— Denizio D._

[Read full review](https://www.g2.com/survey_responses/revolear-review-10873094)

**["Managing and simplifying our proposal and signature process."](https://www.g2.com/survey_responses/revolear-review-10882388)**

**Rating:** 4.5/5.0 stars

_— Michael K._

[Read full review](https://www.g2.com/survey_responses/revolear-review-10882388)

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

Empowering Trusted Relationships in Financial Services Riva is the trusted partner for organizations seeking to build stronger client relationships while streamlining operations. Our innovative solutions empower advisors to deliver personalized, compliant experiences at scale. With seamless CRM integration, real-time client insights, and advanced data governance, Riva ensures every interaction counts. Serving financial services and other data-sensitive industries for over 15 years, we help businesses safeguard their clients, nurture lifelong relationships, and reclaim valuable time. Join the 650+ enterprises worldwide who trust Riva to transform how they engage with their customers. https://rivaengine.com/

**Average Rating:** 4.1/5.0

**Total Reviews:** 106

#### How Do G2 Users Rate Riva?

- **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 5.0/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 8.3/10 (Category avg: 8.6/10)
- **Coaching :** 8.3/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Riva?

- **Seller:** [Omni Technology Solutions](https://www.g2.com/sellers/omni-technology-solutions)
- **Company Website:** www.rivacrmintegration.com
- **Year Founded:** 2008
- **HQ Location:** Edmonton, Alberta
- **Twitter:** @crm\_integration  
6 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3abf254069cb0463e0a415a74ebef92f88eea04f413bd24ff2972aeb15f98628&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F278719%2F&secure%5Burl_type%5D=linkedin_company_website)  
125 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Banking
- **Company Size:** 41% Medium, 31% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **accuracy** of Riva, noting its reliable data processing and seamless CRM integration.
- Users value Riva for its **time-saving automation** , enhancing productivity through seamless integration and reliable data synchronization.
- Users highlight Riva's **automation capabilities** that streamline workflows and enhance productivity through seamless data integration.
- Users benefit from the **seamless CRM integration** of Riva, enhancing productivity through reliable data synchronization.
- Users commend Riva's **expert customer support** , noting its responsiveness and high level of expertise in resolving issues.

##### Cons

- Users dislike the **automatic integration** , which hinders their ability to perform manual tasks when necessary.
- Users find the **automatic nature** of Riva limiting, making manual control difficult when needed.
- Users express frustration with the **automation difficulty** of Riva, finding it challenging to perform manual tasks when needed.
- Users find the **automation issues** of Riva frustrating, as it limits manual control when needed.
- Users find the **installation process complicated** , often needing support from Riva to complete it successfully.

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

**["Riva Platform User Experience Review"](https://www.g2.com/survey_responses/riva-review-11051978)**

**Rating:** 5.0/5.0 stars

_— Danny H._

[Read full review](https://www.g2.com/survey_responses/riva-review-11051978)

**["Excellent for Business Growth and Team Success"](https://www.g2.com/survey_responses/riva-review-11972631)**

**Rating:** 5.0/5.0 stars

_— aqib j._

[Read full review](https://www.g2.com/survey_responses/riva-review-11972631)

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

- [How has Riva impacted your CRM synchronization, and what advice would you give to new users?](https://www.g2.com/discussions/how-has-riva-impacted-your-crm-synchronization-and-what-advice-would-you-give-to-new-users)
- [What is Riva used for?](https://www.g2.com/discussions/what-is-riva-used-for)

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

Swyft AI is an AI-powered Revenue Operations platform that lets you build and automate any revenue motion with AI. Anything from automatically updating your CRM, deal alerts in Slack, or generating a handoff doc, anything can be built and automated with Swyft AI!

**Average Rating:** 5.0/5.0

**Total Reviews:** 4

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

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 5.0/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 9.6/10 (Category avg: 8.6/10)
- **Coaching :** 7.8/10 (Category avg: 8.4/10)

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

- **Seller:** [Swyft AI](https://www.g2.com/sellers/swyft-ai)
- **HQ Location:** Chicago, US
- **Twitter:** @swyftai  
4 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=92c19ed0549003bc8263fac5c825aa1f89a269146dee0f988b4d94ad7c51bad0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fswyftai%2F&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

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

**["Save tons of time AND get tons more info"](https://www.g2.com/survey_responses/swyft-ai-review-9410290)**

**Rating:** 5.0/5.0 stars

_— Bob E._

[Read full review](https://www.g2.com/survey_responses/swyft-ai-review-9410290)

**["A Rev Ops Game Changer"](https://www.g2.com/survey_responses/swyft-ai-review-9586526)**

**Rating:** 5.0/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/swyft-ai-review-9586526)

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

UpdateAI is the worlds first, and only, Digital Assistant built for Customer Success Managers. By integrating into Zoom we automatically take notes, capture and assign action items, identify risks, and surface product feedback. Even better, we help you draft follow up emails and prepare for tomorrow's calls. CSM's the world over are less stress using UpdateAI and find that for the first time, they are winning the war on Administrative work.

**Average Rating:** 4.9/5.0

**Total Reviews:** 53

#### How Do G2 Users Rate UpdateAI?

- **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 8.9/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 10.0/10 (Category avg: 8.6/10)
- **Coaching :** 10.0/10 (Category avg: 8.4/10)

#### Who Is the Company Behind UpdateAI?

- **Seller:** [Gainsight Inc.](https://www.g2.com/sellers/gainsight-inc)
- **Year Founded:** 2009
- **HQ Location:** San Francisco, CA
- **Twitter:** @GainsightHQ  
13,119 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=85a34abb9897c7140c711174cddac2af3363ec5532f5b0ba46c2fa230fde5273&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F841640%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,129 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Customer Success Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 55% Medium, 38% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find UpdateAI's **ease of use** remarkable, simplifying setup and enhancing focus during conversations.
- Users love the **seamless summarization** of UpdateAI, enhancing engagement during meetings and improving post-call efficiencies.
- Users value the **user-friendly setup** and seamless integration of UpdateAI, enhancing productivity and engagement during calls.
- Users appreciate the **efficient note-taking** features of UpdateAI, enhancing focus and teamwork during calls and meetings.
- Users appreciate the **time-saving note-taking** features of UpdateAI, allowing them to focus fully on client interactions.

##### Cons

- Users face **integration issues** with UpdateAI, as it currently connects only to Zoom and lacks timely call summaries.
- Users desire improvements in **poor summarization** , highlighting issues with transcriptions and outline accuracy.
- Users experience **recording issues** with UpdateAI, including challenges with transcription accuracy and limited sharing capabilities.
- Users report **inaccurate summarization** with UpdateAI, experiencing issues with transcription accuracy and delayed recaps.
- Users experience **accuracy issues** with UpdateAI, particularly with incorrect transcriptions of names and outlines.

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

**["Amazing Product!"](https://www.g2.com/survey_responses/updateai-review-10472472)**

**Rating:** 5.0/5.0 stars

_— Rodrigo G._

[Read full review](https://www.g2.com/survey_responses/updateai-review-10472472)

**["The most accurate notetaker I have ever used comes with critical insights for my Success team."](https://www.g2.com/survey_responses/updateai-review-9815885)**

**Rating:** 5.0/5.0 stars

_— Luke H._

[Read full review](https://www.g2.com/survey_responses/updateai-review-9815885)

### [1bee AI](https://www.g2.com/products/1bee-ai/reviews)

1bee's AI SDR Ross Bee is an AI-Powered sales development representative to revolutionizes your outbound sales and lead generation process with advanced AI technology. Our platform automates and optimizes every step of your sales funnel, from prospecting to meeting booking. Key Features: AI-Driven Prospecting: 1. Access to a vast database of 700M+ professional contacts Intelligent filtering based on industry, job title, company size, and more 2.Personalized Outreach: AI-generated, context-aware email campaigns Customized messaging based on prospects' LinkedIn activity and professional history 3. Automated Follow-ups: Smart scheduling of follow-up emails Dynamic content adjustment based on prospect engagement 4. Meeting Scheduling: Seamless integration with your calendar AI-powered negotiation of meeting times with prospects 5. Full Autopilot Mode: End-to-end automation of your outbound sales process Continuous optimization based on performance data 6. Analytics and Insights: Comprehensive reporting on campaign performance AI-generated recommendations for improvement Benefits: Save time and resources by automating repetitive sales tasks Increase conversion rates with hyper-personalized outreach Scale your sales efforts without expanding your team Gain valuable insights into your sales process and prospect behavior Stay ahead of the competition with cutting-edge AI technology Transform your sales pipeline with 1bee.ai and experience the power of AI-driven lead generation and sales engagement.

**Average Rating:** 4.8/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate 1bee AI?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 9.4/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 8.9/10 (Category avg: 8.6/10)
- **Coaching :** 9.4/10 (Category avg: 8.4/10)

#### Who Is the Company Behind 1bee AI?

- **Seller:** [1bee](https://www.g2.com/sellers/1bee)
- **Year Founded:** 2024
- **HQ Location:** Palo Alto, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=17885f5659e6314247818d98b50e47106a9b6f636e51da848f01b835067b8682&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1beeai&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 67% Small, 33% Medium

#### What Do G2 Reviewers Say About 1bee AI?

_AI-generated summary from verified user reviews_

##### Pros

- Users love how 1bee AI provides **seamless automation** for lead management, streamlining both inbound and outbound processes effortlessly.
- Users appreciate the **enthusiastic customer support** from 1bee AI, contributing to a smooth onboarding experience.
- Users appreciate the **ease of use** of 1bee AI, allowing for quick setup and efficient lead management.
- Users appreciate the **easy setup** of 1bee AI, allowing quick activation and smooth lead management automation.
- Users enjoy the **automated lead management** of 1bee AI, making both inbound and outbound processes seamless and efficient.

##### Cons

- Users desire a **quick summary report** of signals used for personalization, as current summarization lacks detail.

#### What Are Recent G2 Reviews of 1bee AI?

**["Our first experience with an AI SDR"](https://www.g2.com/survey_responses/1bee-ai-review-10227400)**

**Rating:** 5.0/5.0 stars

_— vyanktesh v._

[Read full review](https://www.g2.com/survey_responses/1bee-ai-review-10227400)

**["Working smoothly with our First AI team members"](https://www.g2.com/survey_responses/1bee-ai-review-10287425)**

**Rating:** 5.0/5.0 stars

_— Swapnil A._

[Read full review](https://www.g2.com/survey_responses/1bee-ai-review-10287425)

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

Actively AI is an advanced AI-driven platform designed to enhance the efficiency and effectiveness of go-to-market (GTM) teams by automating and optimizing outbound sales processes. Founded by Stanford AI researchers, Actively AI employs custom-trained reasoning models that analyze extensive data to identify high-impact opportunities, determine optimal outreach timing, and craft personalized messaging. This approach enables sales representatives to focus on engaging with the most promising prospects, thereby maximizing pipeline quality and revenue generation. Key Features and Functionality: - Custom AI Models: Actively AI develops private AI models tailored to a company's specific products, GTM strategies, and positioning, leveraging historical data to predict revenue-driving factors. - Per-Account Agents: The platform deploys always-on, per-account agents that retain full context and learn from outcomes to build pipelines, advance deals, and expand accounts. - Deep Reasoning Engine: Actively AI's reasoning engine synthesizes data from various sources to build comprehensive account profiles, enabling timely and informed decision-making. - Actionable Insights: The platform provides daily prioritized prospects, complete with context and engagement strategies, guiding sales teams on the next best actions to maximize revenue. - Seamless CRM Integration: Actively AI integrates with existing CRM systems, ensuring smooth adoption without disrupting current workflows. Primary Value and Solutions Provided: Actively AI addresses the challenges of modern sales environments by automating time-consuming tasks such as prospecting, lead scoring, and research. By delivering AI-driven insights on who to target, when to reach out, and what to say, the platform enables sales teams to: - Increase Efficiency: Automate tedious tasks, allowing sales representatives to focus on high-value activities like engaging with qualified leads and closing deals. - Enhance Pipeline Quality: Prioritize the most promising accounts, leading to higher conversion rates and more predictable revenue streams. - Shorten Sales Cycles: Engage prospects at the right moment with personalized messaging, reducing the time from initial contact to deal closure. - Improve Team Productivity: Reduce manual research and outreach efforts, enabling teams to achieve more with fewer resources. By leveraging Actively AI, organizations can transform their sales processes, achieving scalable, data-driven growth and staying competitive in an increasingly complex market.

**Average Rating:** 4.9/5.0

**Total Reviews:** 13

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

- **Peformance Tracking:** 10.0/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 10.0/10 (Category avg: 8.6/10)
- **Coaching :** 10.0/10 (Category avg: 8.4/10)

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

- **Seller:** [Actively AI](https://www.g2.com/sellers/actively-ai)
- **Year Founded:** 2021
- **HQ Location:** New York City, NY
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1697e43cdd4d056c67814061aed1fa617c6eee4a0da2bbeb37d91c3b3ab3fc79&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Factively-ai%2F&secure%5Burl_type%5D=linkedin_company_website)  
76 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software
- **Company Size:** 85% Medium, 15% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **time-saving capabilities** of Actively AI, allowing them to focus on valuable outreach efforts.
- Users find the **customer support exceptional** , with prompt assistance from the team enhancing their experience with Actively AI.
- Users love that Actively AI enables **efficient prospecting** , allowing them to focus more on delivering value daily.
- Users find Actively AI **easy to use** , streamlining outreach and saving time in account research effectively.
- Users value the **efficiency** of Actively AI, saving time and enhancing focus on impactful work.

##### Cons

- Users note that maintaining **data quality** is crucial as it impacts the model training and effectiveness.
- Users find the **high complexity** of training the model time-consuming, especially with unclean data impacting its effectiveness.
- Users note that **learning difficulty** arises from the time needed to clean data and train the model effectively.

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

**["Incredibly fast learning and amazing tool to help me streamline my process"](https://www.g2.com/survey_responses/actively-ai-review-10807410)**

**Rating:** 4.5/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/actively-ai-review-10807410)

**["Salesforce Info at Your Fingertips for Fast Account Work"](https://www.g2.com/survey_responses/actively-ai-review-12494488)**

**Rating:** 5.0/5.0 stars

_— Marley M._

[Read full review](https://www.g2.com/survey_responses/actively-ai-review-12494488)

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

Aimdoc AI is an AI-powered sales agent handles personalized conversations, qualifies leads, and schedules meetings, making sales seamless and customer engagement effortless.

**Average Rating:** 5.0/5.0

**Total Reviews:** 6

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

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 8.3/10 (Category avg: 8.5/10)
- **Coaching :** 8.3/10 (Category avg: 8.4/10)

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

- **Seller:** [Aimdoc](https://www.g2.com/sellers/aimdoc)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2a6200f381a3e0407b7393a44830983b2b5caa8475dd48101eaee3aeb3e96ae3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Faimdoc-ai%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Medium, 50% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **quick deployment and responsiveness** of Aimdoc AI, enhancing customer engagement and driving conversions effectively.
- Users value the **effective lead generation** of Aimdoc AI, transforming passive visitors into active customers effortlessly.
- Users appreciate the **accuracy of Aimdoc AI** , which notably enhances their chatbot experience and efficiency.
- Users appreciate the **affordability** of Aimdoc AI, finding it offers excellent value and responsive customer support.
- Users value the **rapid automation** of Aimdoc AI, enabling quick deployment and responsive feature enhancements.

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

**["One of the best end to end AI Agents for B2B SAAS"](https://www.g2.com/survey_responses/aimdoc-ai-review-12948512)**

**Rating:** 5.0/5.0 stars

_— Yash C._

[Read full review](https://www.g2.com/survey_responses/aimdoc-ai-review-12948512)

**["Fast to set up, easy to manage, and delivers real value"](https://www.g2.com/survey_responses/aimdoc-ai-review-13034916)**

**Rating:** 5.0/5.0 stars

_— Caitlin J._

[Read full review](https://www.g2.com/survey_responses/aimdoc-ai-review-13034916)

### [Chili Piper](https://www.g2.com/products/chili-piper/reviews)

Chili Piper is the Demand Conversion Platform, used by Meta, Verizon, Gong, monday.com, and thousands more 🌶️ Chili Piper is a demand conversion platform that helps B2B companies turn website visitors into qualified pipeline. It combines AI agents and configurable workflows to instantly qualify, route, and schedule inbound leads, eliminating the lag between a prospect showing interest and a rep booking a meeting. With features like AI chat, lead routing, automated scheduling, and enrichment built in, Chili Piper gives revenue teams the infrastructure to convert more of the demand they're already generating. Ready to convert more of the demand you're already generating? 🔥

**Average Rating:** 4.6/5.0

**Total Reviews:** 718

#### How Do G2 Users Rate Chili Piper?

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.4/10)

#### Who Is the Company Behind Chili Piper?

- **Seller:** [Chili Piper](https://www.g2.com/sellers/chili-piper)
- **Company Website:** www.chilipiper.com
- **Year Founded:** 2016
- **HQ Location:** Brooklyn, NY
- **Twitter:** @chilipiper  
2,078 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2203c3a755566a6f265d7a76d18d12f29e0f9793872230bd6373576a10af4f5b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2687110&secure%5Burl_type%5D=linkedin_company_website)  
266 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Sales Development Representative
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 64% Medium, 21% Small

#### What Do G2 Reviewers Say About Chili Piper?

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** in Chili Piper, with seamless scheduling enhancing productivity and simplifying bookings.
- Users love the **seamless scheduling** of Chili Piper, enhancing productivity and simplifying the booking process effortlessly.
- Users appreciate the **excellent customer support** from Chili Piper, noting the team's knowledge and quick assistance.
- Users appreciate the **helpful customer service** of Chili Piper, highlighting its knowledgeable and supportive team for implementation.
- Users highlight the **seamless scheduling** of Chili Piper, greatly enhancing productivity by eliminating email back-and-forth.

##### Cons

- Users express concerns over the **high costs** of Chili Piper, with unexpected fees and poor customer support making it unappealing.
- Users find the **learning curve steep** for less technical team members, making navigation and changes challenging.
- Users find **troubleshooting and admin dependency** in Chili Piper challenging, complicating the user experience and workflow.
- Users express frustration over **limited customization** options in Chili Piper, requiring admin support for even minor adjustments.
- Users note several **missing features** in Chili Piper, including limited app actions and incomplete integrations.

#### What Are Recent G2 Reviews of Chili Piper?

**["User-Friendly, Responsive Support, Streamlined Territory Assignments"](https://www.g2.com/survey_responses/chili-piper-review-12813406)**

**Rating:** 5.0/5.0 stars

_— João C._

[Read full review](https://www.g2.com/survey_responses/chili-piper-review-12813406)

**["Outstanding Concierge Scheduling and Lead Routing—Chili Piper Is a Game Changer"](https://www.g2.com/survey_responses/chili-piper-review-12398232)**

**Rating:** 5.0/5.0 stars

_— Alana Z._

[Read full review](https://www.g2.com/survey_responses/chili-piper-review-12398232)

#### What Are G2 Users Discussing About Chili Piper?

- [What is Chili Piper used for?](https://www.g2.com/discussions/what-is-chili-piper-used-for)

### [Collective[i]](https://www.g2.com/products/collective-i/reviews)

Collective[i] generates intelligence that helps businesses thrive and expand economic opportunity assisted by advanced AI. Collective[i]’s model leverages artificial intelligence to predict economic outcomes and surface insights to forecast, manage, and grow enterprise revenue. The technology was developed by an exceptional team of engineers, entrepreneurs, and data scientists supported by an A-list set of advisors that include the former Vice Chair of the Federal Reserve, senior executives from Google, MySQL, Comcast, NewsCorp, and Tesla; as well as leading economists and AI researchers from NYU, Stanford, MIT, Columbia, and Harvard Business School. Collective[i]’s mission is to fuel global prosperity through shared intelligence and human connection. The company’s initial applications (Intelligent WriteBack™, C[i] for Sales™, and intelligence.com®) improve CRM data quality, optimize sales, and enable people to unlock the value from existing personal and professional relationships. Collective[i] applications and agents enable users to forecast revenue, surface valuable professional connections, analyze the impact of emerging economic patterns on their businesses, do research, and access actionable recommendations that span sales, supply chain, and strategic growth initiatives, ultimately transforming business to operate with the speed and precision required to compete in an AI-first world. For more information, visit www.collectivei.com.

**Average Rating:** 4.9/5.0

**Total Reviews:** 18

#### How Do G2 Users Rate Collective[i]?

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

#### Who Is the Company Behind Collective[i]?

- **Seller:** [Collective[i]](https://www.g2.com/sellers/collective-i)
- **Year Founded:** 2008
- **HQ Location:** New York, New York
- **Twitter:** @collectivei  
1,339 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7b9601c16def61616af2cf29ced88ef3dfb33e8fb2156959e46e5fd80de7f81f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2412659%2F&secure%5Burl_type%5D=linkedin_company_website)  
47 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 48% Small, 30% Medium

#### What Do G2 Reviewers Say About Collective[i]?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **pipeline accuracy** of Collective[i], which has greatly enhanced sales execution through AI-driven insights.
- Users value the **accuracy of information** provided by Collective[i], enhancing sales forecasting and execution effectively.
- Users love how **automation transforms sales operations** with seamless data capture and AI-driven insights for better execution.
- Users appreciate the **seamless CRM integration** of Collective[i], enhancing sales execution and improving pipeline accuracy significantly.
- Users value the **seamless customizability** of Collective[i], enhancing their sales processes through integration with existing tools.

#### What Are Recent G2 Reviews of Collective[i]?

**["Once you have used Collective[i], you will never go back."](https://www.g2.com/survey_responses/collective-i-review-1234173)**

**Rating:** 5.0/5.0 stars

_— Megan B._

[Read full review](https://www.g2.com/survey_responses/collective-i-review-1234173)

**["Game-Changer for AI-Powered Sales Execution"](https://www.g2.com/survey_responses/collective-i-review-10837204)**

**Rating:** 5.0/5.0 stars

_— Kristin A._

[Read full review](https://www.g2.com/survey_responses/collective-i-review-10837204)

#### What Are G2 Users Discussing About Collective[i]?

- [What is Collective[i] used for?](https://www.g2.com/discussions/what-is-collective-i-used-for)

### [convverse AI Real Time Sales Assistant for Google Meet](https://www.g2.com/products/convverse-ai-real-time-sales-assistant-for-google-meet/reviews)

Supercharge your sales calls with convverse.ai. Real-time prompts, instant battlecard answers, and in-call qualification for Google Meet, Microsoft Teams and more.

**Average Rating:** 4.8/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate convverse AI Real Time Sales Assistant for Google Meet?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 8.3/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 8.9/10 (Category avg: 8.6/10)
- **Coaching :** 7.8/10 (Category avg: 8.4/10)

#### Who Is the Company Behind convverse AI Real Time Sales Assistant for Google Meet?

- **Seller:** [convverse AI](https://www.g2.com/sellers/convverse-ai)
- **Year Founded:** 2025
- **HQ Location:** New Delhi, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=570df77cf2079c62c1cf90f3a32894ade3f7478c3722bd467de483e7fb4ce6a4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F108119440%2F&secure%5Burl_type%5D=linkedin_company_website)  
5 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 67% Small, 33% Medium

#### What Do G2 Reviewers Say About convverse AI Real Time Sales Assistant for Google Meet?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **high accuracy** of Convverse AI, which enhances their sales calls through precise transcripts and effective responses.
- Users appreciate the **automation of meeting data capture** , enhancing productivity by minimizing manual note-taking and administrative tasks.
- Users appreciate the **ease of use** of Convverse AI, enhancing productivity and focus during sales calls.
- Users value the **real-time intelligence** of convverse AI, enhancing decision-making and productivity during calls.
- Users appreciate the **real-time intelligence and automated data capture** features that enhance sales productivity during calls.

##### Cons

- Users find the **initial setup complicated** and experience distractions from real-time prompts during meetings.
- Users find the **difficult setup** of Convverse AI challenging, particularly with calendar and email integration.
- Users often face **inaccuracies** in AI-generated summaries, requiring manual corrections after meetings for clarity.
- Users note that **inaccurate summarization** can lead to misunderstandings, requiring manual corrections post-meeting for clarity.
- Users face **integration issues** that complicate initial setup and hinder smooth functionality during meetings with the assistant.

#### What Are Recent G2 Reviews of convverse AI Real Time Sales Assistant for Google Meet?

**["AI-powered coaching that elevates real-time sales conversations"](https://www.g2.com/survey_responses/convverse-ai-real-time-sales-assistant-for-google-meet-review-12534956)**

**Rating:** 5.0/5.0 stars

_— Sanskruti N._

[Read full review](https://www.g2.com/survey_responses/convverse-ai-real-time-sales-assistant-for-google-meet-review-12534956)

**["convverse.ai - Transforms Sales Calls with Real-Time Insights and Effortless Automation"](https://www.g2.com/survey_responses/convverse-ai-real-time-sales-assistant-for-google-meet-review-11968345)**

**Rating:** 5.0/5.0 stars

_— Vikrant K._

[Read full review](https://www.g2.com/survey_responses/convverse-ai-real-time-sales-assistant-for-google-meet-review-11968345)

### [CustomerIQ](https://www.g2.com/products/customeriq-customeriq/reviews)

CustomerIQ automates administrative tasks like CRM data entry, surfaces relevant content, and extracts insights to shorten sales cycles. Purpose-built for teams, CustomerIQ's AI notetaker records, transcribes, and summarizes meetings, emails, and voice notes then turns those into CRM fields, summaries, account intelligence and insights for your sales, CS, product, and marketing teams. Teams use CustomerIQ every day to automate CRM data entry, document generation, and discover/track trends across every conversation.

**Average Rating:** 4.9/5.0

**Total Reviews:** 4

#### How Do G2 Users Rate CustomerIQ?

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

#### Who Is the Company Behind CustomerIQ?

- **Seller:** [CustomerIQ](https://www.g2.com/sellers/customeriq)
- **Year Founded:** 2023
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f5edfa5736bd3faa0ce8f6b02c0ee9b79afa18b23509a91989c3685869bec88c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetcustomeriq&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **task automation** of CustomerIQ, transforming meetings into actionable insights with seamless integration.
- Users highlight the **task automation** of CustomerIQ, significantly enhancing productivity by driving actionable insights from meetings.
- Users find **CustomerIQ's accuracy** remarkable, delivering precise summaries and helping drive actionable insights effectively.
- Users value the **seamless CRM integration** of CustomerIQ, enhancing productivity by automating data entry and actions.
- Users commend the **excellent customer support** from CustomerIQ, enabling swift and effective task management and assistance.

##### Cons

- Users note occasional **accuracy issues** in transcripts, including misspellings, which can impact their overall experience.
- Users highlight the **inaccuracy of AI understanding** , necessitating explanations during calls and affecting user experience.
- Users find the **immaturity in understanding AI notetakers** sometimes leads to frustrating explanations during calls.
- Users notice **misspellings in transcripts** occasionally, which can be a minor inconvenience during use.
- Users notice occasional **misspellings in the transcription** , which may detract from the overall experience.

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

**["The next step after note staking"](https://www.g2.com/survey_responses/customeriq-review-11027567)**

**Rating:** 5.0/5.0 stars

_— Kevin D._

[Read full review](https://www.g2.com/survey_responses/customeriq-review-11027567)

**["Useful tool for customer insights"](https://www.g2.com/survey_responses/customeriq-review-10568743)**

**Rating:** 5.0/5.0 stars

_— Thomas S._

[Read full review](https://www.g2.com/survey_responses/customeriq-review-10568743)

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

Dock is the Al revenue enablement platform built for the way people buy today. Collaborate with customers, share content, and enable reps in real time. Dock is an enablement platform for the full customer lifecycle, offering: - Digital sales rooms - Customer onboarding & client portals - Content management - Learning management (courses & playbooks) - AI Enablement Agent that guide reps in real time - AI Documents for generating personalized customer documents - Sales order forms & CPQ - HubSpot and Salesforce CRM integrations and automations

**Average Rating:** 4.6/5.0

**Total Reviews:** 452

#### How Do G2 Users Rate Dock?

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

#### Who Is the Company Behind Dock?

- **Seller:** [Dock](https://www.g2.com/sellers/dock)
- **Year Founded:** 2021
- **HQ Location:** San Francisco, California
- **Twitter:** @Dock\_us  
582 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fd4d6da0ffcbc5374e4caf6ce59b2f56561551f7e43d4b5e36ba21b8e2ebd31e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdock-us%2F&secure%5Burl_type%5D=linkedin_company_website)  
25 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Enterprise Account Executive
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 36% Medium, 33% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Dock, finding it intuitive and accessible for all users.
- Users appreciate the **easy setup** of Dock, enabling quick organization and professional document sharing for teams.
- Users find Dock to be a **helpful one-stop portal** for managing projects and enhancing client onboarding experiences.
- Users highlight the **easy setup** of Dock, enhancing usability and professionalism for their sales organization.
- Users value the **centralized workspace** of Dock, enabling effective project management and streamlined client communication.

##### Cons

- Users note **limited customization options** that restrict their ability to tailor Dock to specific needs effectively.
- Users desire **missing features** like workspace restoration and enhanced interaction options within Dock for better collaboration.
- Users express frustration with the **missing functionality** in Dock, hindering efficient workspace management and communication.
- Users face **integration issues** with Dock, particularly with embedding and limitations on field types and automations.
- Users find the **learning curve steep** for Dock, requiring time and effort to fully understand its functionality.

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

**["Customizable Templates and Easy Client Onboarding—No Account Needed"](https://www.g2.com/survey_responses/dock-review-12938077)**

**Rating:** 5.0/5.0 stars

_— Parveen K._

[Read full review](https://www.g2.com/survey_responses/dock-review-12938077)

**["Dock Modernized Our Client Collaboration with a Polished, Centralized Portal"](https://www.g2.com/survey_responses/dock-review-12920837)**

**Rating:** 5.0/5.0 stars

_— Kristy R._

[Read full review](https://www.g2.com/survey_responses/dock-review-12920837)

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

- [What do you like most about Dock for documentation management, and what improvements would you suggest?](https://www.g2.com/discussions/what-do-you-like-most-about-dock-for-documentation-management-and-what-improvements-would-you-suggest)
- [What is Dock used for?](https://www.g2.com/discussions/what-is-dock-used-for)

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Spotlight Categories

[Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management)

[Managed File Transfer (MFT) Software](https://www.g2.com/categories/managed-file-transfer-mft)

[Operational Risk Management Software](https://www.g2.com/categories/operational-risk-management)

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

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

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

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

Updated July 7, 2026

### What is AI sales assistant software?

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

### Core capabilities of AI sales assistant software

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

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

### Common use cases for AI sales assistant software

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

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

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

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

### Insights from G2 on AI sales assistant software

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

Show More

* * *

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

### What You Should Know About AI Sales Assistant Software

### AI sales assistant software buying insights at a glance

[AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant) brings together automation, conversation intelligence, and predictive guidance to help sales teams run outreach and deal execution with less manual effort. Instead of juggling multiple point solutions, these platforms centralize the “work between the work”, capturing activity data, generating sales-ready content, summarizing conversations, prioritizing next steps, and syncing outcomes back to systems like [CRM](https://www.g2.com/categories/CRM). As buying journeys become longer, the number of stakeholders increases, and teams remain distributed, AI sales assistant software has become a practical way to maintain consistency, coverage, and momentum without inflating headcount.

Based on G2 review data, buyers most often adopt these tools to reduce administrative drag and speed up follow-through. The strongest review patterns point to a few recurring wins: noticeable time savings from automated follow-ups and workflow assistance, stronger call outcomes driven by summaries, action items, and coaching-style insights, and cleaner pipeline hygiene because activity and notes are captured more reliably. Many teams also emphasize that the AI sales tools they keep long-term are the ones that blend into everyday selling motions rather than forcing constant context switching.

Pricing typically follows a subscription model (monthly or annual), most often priced per user and tiered by AI capabilities (e.g., [conversation intelligence](https://www.g2.com/categories/conversation-intelligence), agent automation, scoring, [forecasting](https://www.g2.com/categories/ai-sales-assistant/f/sales-forecasting)) and data access limits (minutes analyzed, messages generated, contact volume). Common cost drivers include CRM/meeting integrations, advanced analytics, admin controls, and enterprise-grade security or compliance needs. Some vendors also charge for onboarding, enablement services, or custom integration work when sales workflows are complex or highly governed.

### **Top 5 FAQs from software buyers:**

- How does an AI sales assistant pull data from our CRM and meetings?
- What does it take to get accurate AI summaries and recommended next steps?
- Can the platform automate follow-ups without risking brand voice and compliance?
- Which integrations matter most for day-one value (CRM, email, dialer, calendar)?
- How do teams measure ROI beyond “time saved”?

**G2’s top-rated AI Sales Assistant Software, based on verified reviews, includes** [Salesforce Sales Cloud](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews) **,** [Gong](https://www.g2.com/products/gong/reviews) **,** [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) **,** and [Apollo.io](https://www.g2.com/products/apollo-io/reviews). [(Source 2)](https://company.g2.com/news/g2-winter-2026-reports)

### What are the top-reviewed AI Sales Assistant Software on G2?

[Salesforce Sales Cloud](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews)

- Reviews: 1782
- Satisfaction: 99
- Market Presence: 99
- G2 Score: 99

[Gong](https://www.g2.com/products/gong/reviews)

- Reviews: 443
- Satisfaction: 98
- Market Presence: 84
- G2 Score: 91

[HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews)

- Reviews: 1599
- Satisfaction: 88
- Market Presence: 89
- G2 Score: 88

[Apollo.io](https://www.g2.com/products/apollo-io/reviews)

- Reviews: 988
- Satisfaction: 99
- Market Presence: 68
- G2 Score: 84

[ZoomInfo Sales](https://www.g2.com/products/zoominfo-sales/reviews)

- Reviews: 897
- Satisfaction: 84
- Market Presence: 83
- G2 Score: 83

**Satisfaction** reflects user-reported ratings, including ease of use, support, and feature fit. ([Source 2](https://www.g2.com/reports))

**Market Presence** scores combine review and external signals that indicate market momentum and footprint. ([Source 2](https://www.g2.com/reports))

**G2 Score** is a weighted composite of Satisfaction and Market Presence. ([Source 2](https://www.g2.com/reports))

Learn how G2 scores products. ([Source 1](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5vlk6s*_gcl_au*MTAwMzU5MzUxLjE3NjM0MTg0NzYuNjY0NTIxMTY0LjE3NjQ2MTc0NzcuMTc2NDYxNzQ3Nw..*_ga*NzY1MDU0NjE3LjE3NjM0NzQ3ODM.*_ga_MFZ5NDXZ5F*czE3NjYwODk1MTMkbzY3JGcxJHQxNzY2MDkyMjQyJGo1NyRsMCRoMA..))

### What I Often See in AI Sales Assistant Software

#### Feedback Pros: What Users Consistently Appreciate

- **Fast time savings from automated follow-ups and task reminders**
- “I truly appreciate how this AI sales tool effortlessly integrates into my workflow by allowing me to record and watch sales meetings. This feature not only enables me to gain insights from my colleagues' meetings, but it also significantly aids in learning best practices and understanding how they pitch our solutions effectively. By observing these meetings, I've been able to tweak my sales pitch to be more effective. Moreover, I am impressed by Gong's auto-generated meeting follow-ups, which streamline the after-meeting process, saving me time and ensuring no details are overlooked.” - [Alexander Saad](https://www.g2.com/products/gong/reviews/gong-review-11901108), Gong Review
- **Clear, easy-to-use interface that reduces daily selling friction**
- “This AI sales assistant software is easy to work with and didn't take long to set up. I like how quickly i can filter and find the right prospects without wasting time scrolling through irrelevant results. I use it regularly, like almost every day to research companies and decision makers, and the range of features from intent data to company insights makes prospecting much faster. It is easy to use interface, and the integration with out CRM was smooth, and now i can push leads directly without extra manual steps.” - [Verified User](https://www.g2.com/products/zoominfo-sales/reviews/zoominfo-sales-review-11491163), ZoomInfo Review
- **Meeting summaries and action items that streamline handoffs**
- “I like how quickly and accurately it creates meeting summaries and breaks them down into meeting purpose, topics discussed, actions etc. It also removes unnecessary topics or social chit-chat that occurs throughout the meeting, leaving the summary with only the relevant and work-related topics.” - [Maz Barkley](https://www.g2.com/products/fathom-video/reviews/fathom-review-11373370), Fathom Review

#### Cons: Where Many Platforms Fall Short

- **Complex workflows create a learning curve for new users**
- “This AI Sales assistant system can also be a bit hard to work with if your team does sales, in a different way. It can be tough to make the pipelines and workflows fit your teams sales process. It can feel a bit stiff and not very flexible. Additionally, while the platform is powerful, there’s a learning curve for new users, and initial setup can take time to ensure everything from deal stages to reporting is configured correctly.” - [Feleecia Kerr](https://www.g2.com/products/hubspot-sales-hub/reviews/hubspot-sales-hub-review-12101173), HubSpot Sales Hub Review
- **Reporting speed and dashboards lag behind high-volume team needs**
- “Reporting exports can be slow for large datasets, and a few less-common integrations need deeper documentation for easier initial setup.” - [Mohammad Amro](https://www.g2.com/products/b2b-rocket/reviews/b2b-rocket-review-12130307), Rocket Review 
- **Limited customization for filters, scoring logic, and health views**
- “I wish there was a better way to measure account health, like a graph or chart. It would be helpful to have something on the home screen to flag opportunities or customers that may be at risk of churning. A dashboard with numbers and graphs would be great.” - [Courtney Warner](https://www.g2.com/products/gong/reviews/gong-review-12170814), Gong Review

### My expert takeaway on AI Sales Assistant Tools

Review patterns point to a category that’s already delivering meaningful day-to-day value, but implementation maturity still separates the winners. The category’s **average star rating is 4.69/5** , with strong operational sentiment in **ease of use (6.41/7)** and **ease of setup (6.37/7)**, as well as a very high **likelihood to recommend (9.37/10)** and solid **quality of support (6.42/7)**. Taken together, these metrics suggest most teams get to “productive” quickly, and many would advocate for the tool once it’s embedded in their workflow, a positive signal for adoption readiness and user trust in the technology.

High-performing teams treat an **AI-powered sales assistant** as a workflow layer, not a standalone destination. They define which moments should be automated (follow-ups, recap generation, next-step nudges), where humans must stay in control (final messaging, deal strategy), and how data should flow across CRM, [email](https://www.g2.com/categories/email), [calendar](https://www.g2.com/categories/calendar-software), and call systems. Strong implementations also operationalize quality checks: they monitor summary accuracy, guardrails for outbound tone, and whether AI recommendations translate into real activity, especially as teams scale and new sellers onboard. This is also where the **best AI sales assistant software** stands out: it maintains consistent AI outputs and makes it easy for teams to standardize the process without over-regulating every step.

Where teams struggle most is in governance and change management. Common failure points include unclear ownership (RevOps vs. Sales vs. Enablement), incomplete integrations that break trust, inconsistent field usage in the CRM, and “AI overwhelm” (too many prompts, too many dashboards, and not enough enforcement of the few behaviors that matter). Teams that win focus on measurable adoption signals, including usage depth by role, follow-up completion rates, call-summary acceptance/edit rates, CRM activity completeness, and support-driven resolution speed when sellers encounter friction.

### AI Sales Assistant software FAQs

#### What are the best AI assistants for sales?

Here are some of the best-rated AI assistant software tools for sales:

- [Salesforce Sales Cloud](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews) – Powerful CRM platform with embedded AI sales agents, lead management, and automation to drive revenue growth
- [ZoomInfo Sales](https://www.g2.com/products/zoominfo-sales/reviews) – AI-driven sales intelligence platform for prospecting, lead prioritization, and workflow automation
- [Gong](https://www.g2.com/products/gong/reviews) – Leading AI revenue operating system providing conversation intelligence, deal insights, and forecasting for sales teams
- [Fathom](https://www.g2.com/products/fathom-video/reviews) – Free AI assistant for sales meetings, providing instant transcription, summaries, and CRM sync
- [Fellow](https://www.g2.com/products/fellow/reviews) – AI meeting assistant focused on accurate notes, actionable items, and sales-team privacy

#### What are the best AI tools for sales GTM?

Here are some of the best AI tools for supporting sales go-to-market (GTM) strategies:

- [Salesforce Sales Cloud](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews) – Integrated platform with AI agents for pipeline management, automation, forecasting, and revenue intelligence
- [Apollo.io](https://www.g2.com/products/apollo-io/reviews) – AI-powered B2B sales platform for lead generation, enriched data, automated outreach, and end-to-end GTM execution
- [ZoomInfo Sales](https://www.g2.com/products/zoominfo-sales/reviews) – Combines sales intelligence, buyer intent signals, and an AI-driven GTM Workspace to optimize prospect targeting and engagement
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) – Cloud CRM with AI assistant “Zia” for predictions, pipeline analytics, GTM automation, and deep integrations
- [SalesHood](https://www.g2.com/products/saleshood/reviews) – AI-enabled sales enablement and coaching platform, ideal for ramping teams and accelerating GTM content delivery and readiness

#### How to choose the best AI sales assistant software?

Start by mapping your highest-friction selling moments (follow-ups, meeting notes, lead prioritization, CRM updates) and prioritize tools that automate those workflows inside the systems your team already uses. Validate accuracy on real calls/emails, confirm that CRM and email/calendar integrations work reliably, and ensure that admins can set guardrails for permissions, tone, and compliance. Finally, run a short pilot with reps across roles to confirm adoption and measurable lift (time saved, activity completion, pipeline hygiene).

#### What features define the best AI sales tools?

The best platforms combine strong workflow automation with reliable data capture: meeting summaries and action items, next-step recommendations, automated follow-ups, and clean CRM sync. Look for customization (fields, triggers, templates), quality controls (editing/approvals, audit trails), and analytics that tie AI usage to outcomes (activity completion, conversion rates, pipeline health). Enterprise-ready security, role-based access, and integration depth are also key differentiators.

#### What’s the typical ROI timeline for AI sales tools?

Most teams achieve early ROI within 30-90 days of reclaiming selling time, through faster follow-ups and cleaner CRM data. More meaningful revenue impact (higher conversion rates, shorter sales cycles, improved forecast accuracy) often appears over 3-6 months, once workflows are standardized and adoption is consistent across the team. Faster ROI typically happens when integrations are set up correctly, and reps use the tool daily in core selling motions.

### Most Popular FAQs

#### Which AI Sales Assistant Software has the best reviews?

Based on thousands of verified G2 reviews, these AI sales assistant platforms consistently earn the highest ratings across real user experiences:

- [Fathom](https://www.g2.com/products/fathom/reviews) — An AI meeting assistant that automatically records, transcribes, and summarizes sales calls—then syncs key takeaways directly to CRM—earning near-perfect ratings from sales teams of all sizes for eliminating manual note-taking and helping reps focus entirely on the conversation.
- [Qualified](https://www.g2.com/products/qualified/reviews) — A pipeline generation platform that uses AI to engage website visitors in real time, qualifying and routing prospects to the right sales rep the moment they show buying intent, consistently top-rated for the speed at which it converts web traffic into pipeline.
- [Substrata](https://www.g2.com/products/substrata/reviews) — An AI-powered conversational intelligence platform that analyzes the subtext and sentiment of sales communications to give reps real-time guidance on deal dynamics, stakeholder relationships, and the optimal next move to advance an opportunity.
- [Breakout](https://www.g2.com/products/breakout/reviews) — An AI sales coaching and conversation analysis platform that provides sales managers with deal-level insights and rep performance metrics derived from recorded sales conversations, earning perfect ratings for its accuracy and actionability.

#### What is AI sales assistant software?

AI sales assistant software applies machine learning and natural language processing to automate, augment, and accelerate the activities that consume a sales rep's working day—from prospecting and outreach personalization to meeting follow-up, CRM data entry, and deal risk forecasting. 

The category spans several distinct use cases that often overlap in a single platform. Conversation intelligence tools record and analyze sales calls to surface coaching moments, track competitor mentions, and automatically update CRM records with deal intelligence. AI prospecting tools identify ideal-fit accounts and contacts, generate personalized outreach sequences, and automate follow-up cadences to keep pipeline development moving without manual effort. 

Revenue intelligence platforms aggregate data across the full sales cycle—calls, emails, calendar, CRM—to give sales managers a forecast-grade view of deal health and rep performance. Real-time guidance tools surface relevant content, battle cards, or objection responses during live calls based on what prospects say. What unifies the category is the core value proposition: giving sales teams back the hours previously consumed by administrative work so they can spend more time in front of buyers—and giving them better information when they are.

#### Affordable AI sales assistants for medium businesses

Mid-market companies—typically between 200 and 1,000 employees—need AI sales assistant tools that deliver measurable ROI without the six-figure enterprise contracts or extensive IT implementation timelines that come with legacy sales technology. These platforms offer strong AI sales capabilities at price points accessible to mid-market sales teams:

- [Instantly](https://www.g2.com/products/instantly/reviews) — An AI-powered outbound sales and email automation platform with flat-rate pricing that gives mid-market sales teams unlimited sending infrastructure, AI-personalized sequences, and deliverability tools without per-seat costs that escalate with headcount.
- [Humantic AI](https://www.g2.com/products/humantic-ai/reviews) — A buyer intelligence platform that builds personality profiles for prospects using publicly available data, giving mid-market sales reps and managers actionable guidance on communication style and outreach approach without requiring enterprise data contracts.
- [Amplemarket](https://www.g2.com/products/amplemarket/reviews) — An AI sales platform that combines prospecting data, outbound sequencing, and conversation intelligence in a single subscription, designed for mid-market revenue teams that need an all-in-one solution without purchasing and integrating three separate tools.
- [Close](https://www.g2.com/products/close/reviews) — A CRM with built-in AI sales assistant features—including automated calling, email sequencing, and activity tracking—that mid-market inside sales teams use as an affordable all-in-one alternative to combining Salesforce with separate sales engagement tools.

#### Best-rated AI sales assistant tools

The highest-rated AI sales assistant tools combine accurate AI outputs—transcriptions that are actually reliable, summaries that capture what matters, signals that reflect real deal dynamics—with interfaces that sales reps adopt without being forced to. These platforms consistently top G2's ratings across the full category:

- [Gong](https://www.g2.com/products/gong/reviews) — The market-leading revenue intelligence platform that records and analyzes every customer interaction across calls, emails, and web conferences, giving sales leaders AI-powered deal inspection, forecast accuracy, and rep coaching insights that revenue teams at scale depend on.
- [Lindy](https://www.g2.com/products/lindy/reviews) — An AI agent platform that lets sales teams build customized AI assistants for specific sales workflows—from lead qualification to follow-up sequencing to CRM enrichment—without requiring engineering support to configure or deploy.
- [GTM Buddy](https://www.g2.com/products/gtm-buddy/reviews) — A sales enablement and AI guidance platform that surfaces the right content, playbooks, and competitive insights during live sales conversations, consistently top-rated by enterprise sales teams for the speed and relevance of its in-meeting recommendations.
- [ZoomInfo Sales](https://www.g2.com/products/zoominfo-sales/reviews) — An AI-powered sales intelligence platform combining a deep B2B contact and company database with buying intent signals, predictive scoring, and workflow automation that helps sales teams prioritize the accounts most likely to convert.

#### What's the top AI sales app for increasing leads?

Increasing lead volume with AI means automating the identification, enrichment, and outreach activities that manual prospecting can't scale—finding more ideal-fit accounts faster, engaging them with personalized messaging at volume, and converting more website visitors and inbound signals into qualified pipeline. These platforms are most frequently cited by G2 reviewers specifically for lead generation and pipeline growth results:

- [Apollo.io](https://www.g2.com/products/apollo-io/reviews) — A sales intelligence and engagement platform combining one of the largest B2B contact databases with AI-powered outreach sequencing, consistently cited by sales teams for dramatically increasing the volume of qualified prospects in their pipeline without adding headcount.
- [B2B Rocket](https://www.g2.com/products/b2b-rocket/reviews) — An AI-powered outbound sales automation platform that deploys autonomous AI agents to identify target accounts, personalize outreach at scale, and book meetings directly into sales reps' calendars—purpose-built for teams that need to fill pipeline fast.
- [Jeeva AI](https://www.g2.com/products/jeeva-ai/reviews) — An AI sales agent platform that automates the full top-of-funnel workflow—account identification, contact enrichment, personalized outreach, and follow-up sequencing—enabling sales teams to operate outbound programs at scale without a large SDR team.
- [Qualified](https://www.g2.com/products/qualified/reviews) — A pipeline generation platform that uses AI to identify high-intent website visitors in real time and engage them with personalized chat experiences, dramatically increasing the rate at which inbound traffic converts into qualified sales meetings.

### Small Business FAQs

#### What is the most affordable AI Sales Assistant Software for SMBs?

Small businesses need AI sales tools that deliver real productivity gains without enterprise-tier pricing—ideally tools that replace manual tasks immediately rather than requiring weeks of configuration or CRM customization. Based on G2 review data from companies under 200 employees, these platforms offer the strongest combination of AI sales capability and SMB-accessible pricing:

- [Fathom](https://www.g2.com/products/fathom/reviews) — An AI meeting assistant with a generous free tier that automatically captures and summarizes sales calls, syncs key moments to CRM, and eliminates post-call admin—making it one of the most immediate and cost-effective AI sales investments a small sales team can make.
- [Instantly](https://www.g2.com/products/instantly/reviews) — An AI outbound sales platform with unlimited-sending plans at flat-rate pricing that small sales teams use to run personalized cold email campaigns at scale without per-contact costs that add up quickly in other prospecting tools.
- [lemlist](https://www.g2.com/products/lemlist/reviews) — A sales engagement and outreach automation platform with competitive pricing for small teams, offering AI-powered email personalization, multichannel sequencing, and deliverability tools that help small business sales reps punch above their weight in outbound prospecting.
- [Reply](https://www.g2.com/products/reply/reviews) — An AI-powered sales engagement platform with SMB-friendly pricing that combines email sequencing, AI email writing, and contact discovery to help small sales teams automate outbound outreach without requiring a dedicated sales ops function to manage.

#### What is the best AI Sales Assistant Software for startups?

Startups need AI sales tools that deploy without a dedicated sales ops team, integrate with the CRM stack they're already using, and produce measurable results in pipeline or productivity within weeks rather than quarters. These platforms are consistently top-rated by startup-stage reviewers on G2:

- [Fathom](https://www.g2.com/products/fathom/reviews) — The highest-rated AI sales assistant among startup reviewers, offering instant value from the first meeting with automatic call transcription, AI-generated summaries, and CRM sync—freeing founders and early sales reps from the manual documentation that slows down small, fast-moving teams.
- [Substrata](https://www.g2.com/products/substrata/reviews) — An AI sales intelligence platform that helps startup sales teams decode the signals in their email and meeting conversations—identifying where deals are stalling, which stakeholders are engaged, and what actions are most likely to move opportunities forward.
- [B2B Rocket](https://www.g2.com/products/b2b-rocket/reviews) — An AI outbound platform that lets startups run automated prospecting and outreach campaigns without hiring an SDR team, deploying AI agents that identify, contact, and qualify prospects so early-stage sales reps can focus on closing rather than sourcing.
- [Autobound](https://www.g2.com/products/autobound/reviews) — An AI personalization platform that generates highly researched, contextually relevant outreach messages at scale, enabling startup sales reps to send the kind of personalized cold outreach that actually gets responses without spending hours on research per prospect.

#### Which AI Sales Assistant Software is the most user-friendly for startups?

In a startup environment where every sales tool needs to prove its value immediately and adoption can't be mandated, ease of use is a genuine competitive differentiator. These platforms earn the highest ease-of-use scores from startup-size reviewers on G2:

- [Fathom](https://www.g2.com/products/fathom/reviews) — Startup reviewers consistently cite Fathom as the most frictionless AI sales tool they've used, noting that it works immediately after installation with zero configuration and delivers accurate meeting summaries and CRM entries without any manual input.
- [Breakout](https://www.g2.com/products/breakout/reviews) — An AI sales coaching platform that startup sales managers describe as remarkably intuitive to set up and use, with a clean interface that surfaces deal insights and coaching moments without requiring users to build dashboards or configure data pipelines.
- [Lindy](https://www.g2.com/products/lindy/reviews) — An AI agent platform that startup reviewers highlight for its no-code agent builder, which lets non-technical sales team members create custom AI workflows—like automated follow-up sequences or meeting prep briefings—without engineering support.
- [Autobound](https://www.g2.com/products/autobound/reviews) — A personalized outreach platform that startup sales reps cite for its fast onboarding and intuitive Chrome extension workflow, noting that it requires almost no setup to start generating relevant, personalized emails directly within their existing prospecting workflow.

#### What is the best AI sales assistant for solopreneurs and freelancers?

Solo operators running their own sales outreach face a unique challenge: they need enterprise-grade prospecting and follow-up capabilities without the budget, team, or time to manage complex sales stacks. Explore purpose-built options on G2's[AI sales assistant software for small businesses](https://www.g2.com/categories/ai-sales-assistant/small-business) page. These platforms are most frequently adopted and highly rated by independent professionals and solo business owners on G2:

- [Fathom](https://www.g2.com/products/fathom/reviews) — An AI meeting assistant with a free tier that solopreneurs use to capture, summarize, and share meeting notes automatically—eliminating the post-call documentation that disproportionately burdens solo operators who don't have support staff to handle follow-up admin.
- [Crystal](https://www.g2.com/products/crystal/reviews) — A personality intelligence platform that solopreneurs and freelancers use to understand how each prospect prefers to communicate, enabling more resonant outreach and sales conversations without the relationship history that experienced enterprise reps use to guide their approach.
- [Instantly](https://www.g2.com/products/instantly/reviews) — An outbound email platform with unlimited sending plans that solo operators use to run personalized cold email campaigns without the per-contact costs that make similar tools prohibitively expensive for small-volume, high-personalization prospecting.
- [lemlist](https://www.g2.com/products/lemlist/reviews) — A multichannel outreach platform that freelancers and solopreneurs use to manage personalized email, LinkedIn, and phone outreach sequences from a single interface, enabling consistent follow-up without the manual overhead of tracking each touchpoint individually.

#### What is the best AI tool for sales teams transitioning from manual prospecting?

Teams moving from spreadsheet-based or fully manual prospecting to AI-assisted outbound need tools that augment existing habits rather than requiring a complete workflow overhaul. The most successful transitions use platforms that integrate with the CRM already in place, automate the most time-consuming prospecting tasks first—list building, personalization, and follow-up sequencing—and provide enough transparency in their AI outputs that reps can trust and verify results.

Explore options tailored to this transition on G2's[small business AI sales assistant page](https://www.g2.com/categories/ai-sales-assistant/small-business). Platforms like[](https://www.g2.com/products/apollo-io/reviews)[Apollo.io](https://www.g2.com/products/apollo-io/reviews),[](https://www.g2.com/products/amplemarket/reviews)[Amplemarket](https://www.g2.com/products/amplemarket/reviews), and[](https://www.g2.com/products/autobound/reviews)[Autobound](https://www.g2.com/products/autobound/reviews) are frequently cited by reviewers making this transition for their clean onboarding experience, strong CRM integrations, and the immediate, measurable time savings they produce from the first week of use—without requiring a complete change to how reps structure their selling day.

### Enterprise FAQs

#### What is the best-rated AI Sales Assistant Software for tech enterprises?

Technology companies at enterprise scale operate large, complex sales motions—long B2B sales cycles, multiple stakeholders, technical evaluation processes, and revenue teams distributed across geographies. Based on G2 review data from IT and software companies at enterprise scale, these platforms earn the strongest ratings:

- [Qualified](https://www.g2.com/products/qualified/reviews) — A pipeline generation platform purpose-built for B2B tech companies running account-based sales motions, combining real-time website visitor intelligence with AI-powered engagement that routes high-value accounts to the right rep the moment buying intent is detectable.
- [Poggio](https://www.g2.com/products/poggio/reviews) — An AI-powered account research and strategic selling platform that enterprise tech sales teams use to build deep account context—org charts, priorities, stakeholder dynamics, and key initiatives—that enables more relevant, executive-level conversations.
- [Fathom](https://www.g2.com/products/fathom/reviews) — The top-rated AI meeting assistant among tech enterprise reviewers, praised for its reliable transcription accuracy, automated CRM sync, and ability to integrate seamlessly into complex Salesforce and HubSpot environments without administrative overhead.
- [GTM Buddy](https://www.g2.com/products/gtm-buddy/reviews) — A sales enablement and AI guidance platform highly rated by tech enterprise sales teams for its ability to surface the right competitive intelligence, objection handling guidance, and content recommendations during live discovery and demo calls.

#### What is the most reliable AI Sales Assistant Software for enterprises?

Enterprise reliability for AI sales tools means consistent AI output quality, stable integrations with Salesforce and other revenue systems, and a vendor track record that enterprise IT and revenue operations teams can depend on for multi-year deployments. These platforms earn the strongest trust signals from large enterprise reviewers on G2:

- [Gong](https://www.g2.com/products/gong/reviews) — The most widely deployed enterprise revenue intelligence platform, with a long track record of stable performance at scale, consistent AI accuracy across millions of recorded sales interactions, and enterprise-grade security and compliance controls that large organizations' IT teams require for production deployment.
- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — The most broadly adopted enterprise sales platform, providing the foundational CRM infrastructure and AI capabilities that large revenue teams depend on, backed by Salesforce's enterprise support commitments and the deep integration ecosystem that enterprise sales operations are built around.
- [Clari](https://www.g2.com/products/clari/reviews) — A revenue operations and AI forecasting platform trusted by enterprise revenue leaders for its consistent deal inspection accuracy, reliable pipeline analytics, and the kind of forecast credibility that CFOs and CROs depend on for financial planning and board reporting.
- [ZoomInfo Sales](https://www.g2.com/products/zoominfo-sales/reviews) — A market-leading B2B intelligence platform that enterprise sales and marketing teams rely on for consistently accurate contact data, intent signals, and workflow integrations—with a data quality and compliance infrastructure that enterprise procurement teams evaluate rigorously before approving.

#### What is the best-reviewed AI Sales Assistant Software for enterprise app integration?

Integration reliability determines whether an AI sales tool can serve as the connective intelligence layer across a complex enterprise revenue stack—syncing data between CRM, sales engagement, marketing automation, and conversation intelligence tools without creating reconciliation gaps or requiring manual data management. These platforms are most frequently cited by enterprise reviewers for integration quality:

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — The most integration-mentioned AI sales platform in the category by a significant margin, with native Einstein AI capabilities and a vast AppExchange ecosystem that enterprise teams use to build fully connected revenue technology architectures with Salesforce as the system of record.
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — An AI-powered sales CRM with deep native integrations across marketing, service, and operations hubs, praised by enterprise reviewers for bidirectional data sync reliability and the ability to build unified revenue reporting across the full customer journey without custom engineering.
- [Fathom](https://www.g2.com/products/fathom/reviews) — An AI meeting assistant with integration mentions among the highest in the category, consistently praised by enterprise reviewers for its reliable Salesforce, HubSpot, and Notion sync that keeps CRM records current from every sales conversation without requiring reps to manually update fields.
- [Substrata](https://www.g2.com/products/substrata/reviews) — An AI sales intelligence platform with strong enterprise integration marks, recognized for its reliable email and calendar integration that feeds deal signal data directly into the CRM workflows enterprise sales teams already use to manage opportunities and forecast pipeline.

#### What is the best AI sales assistant for enterprise revenue intelligence and forecasting?

Revenue intelligence and forecasting is one of the highest-stakes AI applications in enterprise sales—CROs and CFOs depend on forecast accuracy for headcount decisions, financial planning, and board communication. Explore how leading platforms compare on G2's[enterprise AI sales assistant software](https://www.g2.com/categories/ai-sales-assistant/enterprise) page. These platforms are most highly rated by enterprise revenue operations and sales leadership teams for AI-powered forecasting and deal inspection:

- [Gong](https://www.g2.com/products/gong/reviews) — The market-leading revenue intelligence platform that enterprise sales leaders use to get a data-driven view of pipeline health, risk-adjusted forecasts, and deal-level insights derived from actual buyer engagement data—replacing gut-feel and rep-reported status with AI-analyzed conversation and activity signals.
- [Clari](https://www.g2.com/products/clari/reviews) — A revenue operations platform that enterprise RevOps, sales leadership, and finance teams use for AI-powered pipeline inspection, forecast submission and rollup, and revenue analytics that give organizations a single, reliable number to plan and report against.
- [Aviso](https://www.g2.com/products/aviso/reviews) — An AI revenue intelligence platform with predictive forecasting capabilities that enterprise teams use to model deal outcomes, identify at-risk pipeline, and give sales managers the account-level insights needed to intervene on deals before they slip.
- [Substrata](https://www.g2.com/products/substrata/reviews) — A conversational intelligence platform that enterprise revenue leaders use to understand the sentiment and engagement patterns underlying their pipeline data—surfacing the relationship dynamics and stakeholder signals that activity-based forecasting tools miss.

#### What should enterprise revenue teams evaluate when selecting AI sales assistant software?

Enterprise AI sales assistant selection is meaningfully different from other software evaluations—AI output quality, model training data, and the platform's approach to data privacy all require scrutiny that typical feature checklists don't surface. 

Explore how top enterprise solutions compare on G2's[enterprise AI sales assistant software](https://www.g2.com/categories/ai-sales-assistant/enterprise) page. Key evaluation dimensions that emerge consistently in enterprise reviewer feedback include: CRM integration depth and bidirectionality (particularly Salesforce and HubSpot), AI accuracy and transparency (can reps verify and correct outputs?), data security and privacy posture for recorded sales conversations, time-to-value from initial deployment, adoption support and change management capabilities, and alignment between the platform's AI focus (conversation intelligence vs. prospecting vs. forecasting) and the team's primary productivity bottleneck. 

Enterprise reviewers of platforms like[](https://www.g2.com/products/gong/reviews)[Gong](https://www.g2.com/products/gong/reviews),[](https://www.g2.com/products/qualified/reviews)[Qualified](https://www.g2.com/products/qualified/reviews), and[](https://www.g2.com/products/clari/reviews)[Clari](https://www.g2.com/products/clari/reviews) consistently note that the quality of the vendor's onboarding program and ongoing strategic support are as important to realized value as the platform's AI capabilities—because even the most powerful AI tools fail without strong organizational adoption.

### Sources

1. [G2 Scoring Methodologies](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5ky9es*_gcl_au*MTY2NDg2MDY3Ny4xNzU1MDQxMDU4*_ga*MTMwMTMzNzE1MS4xNzQ5MjMyMzg1*_ga_MFZ5NDXZ5F*czE3NTUwOTkzMjgkbzQkZzEkdDE3NTUwOTk3NzYkajU3JGwwJGgw)
2. [G2 Winter 2026 Reports](https://company.g2.com/news/g2-winter-2026-reports)

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

Last updated on April 24, 2026