# Best AI Sales Assistant Software - Page 2

## 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
- 169,600+ 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**

### Alta | AI GTM System of Actions

Alta is an AI GTM System of Actions that enables B2B sales and marketing teams to automate top-of-funnel execution across prospecting, outreach, lead qualification, calling, and pipeline analytics through a unified system of AI agents. Designed for revenue teams at growth-stage and enterprise B2B companies, Alta replaces the fragmented stack of point solutions typically used across SDR workflows, inbound qualification, and ad targeting. The platform centers on three AI agents — Katie, Alex, and Luna — that share a unified data layer, allowing signal from each channel to inform and improve the others automatically. Katie – AI SDR Agent handles outbound research and execution. It pulls from CRM data and 50+ external sources to identify high-intent accounts, builds prospect lists based on buying signals, and runs multi-channel outreach sequences across email, LinkedIn, and phone. Katie also syncs audience data with ad platforms including Google Ads and Meta to align outbound prospecting with paid campaigns. Alex – AI Calling and Inbound Agent manages inbound lead qualification and outbound calling. Alex conducts AI-driven voice conversations, scores lead intent, routes qualified buyers to the appropriate sales representative, books meetings directly to calendar, and surfaces cross-sell and upsell opportunities within existing accounts. Conversation data feeds back into targeting and ad audiences. Luna – AI Growth and Intelligence Agent serves as the analytics and operations layer. Luna monitors pipeline health in real time, identifies bottlenecks and anomalies, alerts revenue teams to key changes, and integrates with CRM systems, ad platforms, and data sources to consolidate reporting without manual input. Key capabilities and product characteristics: - Unified AI agent system covering prospecting, outreach, calling, inbound qualification, and pipeline intelligence in one platform - Multi-channel outreach orchestration across email, LinkedIn, and phone with automated personalization - Inbound-to-outbound data loop: signals from calls and inbound activity automatically sharpen outbound targeting and ad audiences - Native integrations with HubSpot, Salesforce, Google Ads, Meta, Slack, and 50+ additional platforms - SOC 2 Type II and ISO certified Alta is used by B2B revenue teams across industries including technology, financial services, and SaaS. Customers include Snowflake, Deel, and Riverside.fm.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1389&secure%5Bchosen_at%5D=2026-07-31T13%3A19%3A02Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1318146&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%3D2%26source%3Dsearch&secure%5Btoken%5D=4de57c9acc3320d35569d70051211824e70bf870a1c296457f2896fcdf880dff&secure%5Burl%5D=https%3A%2F%2Fwww.altahq.com%2F%3Futm_campaign%3DOnline%2520Communities%26utm_source%3Dg2_paid%26utm_medium%3Dai_sales_assistant&secure%5Burl_type%5D=paid_promos)

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

By combining premium data, multichannel engagement, and real-time insights in one seamless solution, Duo AI Copilot and AI Agent redefine how modern sales teams operate. Duo uncovers hidden opportunities, detects buyer intent signals, and generates tailored playbooks - empowering your reps to focus on what matters most: building relationships and closing deals. It’s the perfect fusion of AI precision and human intuition. Built on an all-in-one sales platform, Duo AI Agents support your entire outbound workflow - from prospecting and engagement to automation and deliverability. What’s included in the platform: - Global B2B data to help you identify and reach your ideal customers - Multichannel outreach via email, phone, social, voice cloning, and more - Built-in personalization to scale relevant, high-converting messaging - AI superpowers: A suite of personalized AI Agents that handles research, intent signals, and workflows - so you spend less time prepping and more time selling

**Average Rating:** 4.6/5.0

**Total Reviews:** 638

#### How Do G2 Users Rate Amplemarket?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 8.3/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 8.3/10 (Category avg: 8.6/10)
- **Coaching :** 7.6/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Amplemarket?

- **Seller:** [Amplemarket](https://www.g2.com/sellers/amplemarket)
- **Year Founded:** 2019
- **HQ Location:** San Francisco, California
- **Twitter:** @amplemarket  
2,568 Twitter followers
- **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?

- **Who Uses This:** SDR, Account Executive
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 44% Small, 43% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of Amplemarket, enjoying its intuitive design and seamless automation for efficient outreach.
- Users appreciate the **ease of use** and quality of Amplemarket's copy, enhancing their outreach experience significantly.
- Users appreciate the **ease of use** and **seamless integration** of Amplemarket, enhancing their sales outreach experience significantly.
- Users love the **automation capabilities** of Amplemarket, enhancing outreach efficiency and simplifying campaign management significantly.
- Users highlight the **effortless lead generation** with Amplemarket, praising its simplicity and effective personalization features.

##### Cons

- Users desire **additional features** in Amplemarket, with requests for editing contacts and improved sequence management.
- Users find the **learning curve challenging** , suggesting better onboarding and clearer walkthroughs for new users.
- Users note the **improvement needed** in Amplemarket's integration capabilities and automation reliability, impacting overall user experience.
- Users experience **sequence issues** with Amplemarket that hinder workflow efficiency and can complicate usage.
- Users criticize the **integration issues** with CRM systems, highlighting limitations in customization and additional costs for features.

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

**["Amazing UX and AI Signals with Duo Copilot"](https://www.g2.com/survey_responses/amplemarket-review-13184049)**

**Rating:** 4.5/5.0 stars

_— Chris F._

[Read full review](https://www.g2.com/survey_responses/amplemarket-review-13184049)

**["AI-Driven Prospecting That Streamlines Outreach and Boosts Efficiency"](https://www.g2.com/survey_responses/amplemarket-review-13129887)**

**Rating:** 5.0/5.0 stars

_— Jean P._

[Read full review](https://www.g2.com/survey_responses/amplemarket-review-13129887)

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

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

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

lemlist is the AI outbound platform that lets sales teams reach prospects on email, LinkedIn, calls, WhatsApp, and SMS from one place, so more of their outreach turns into booked meetings and closed deals. With lemlist, you can: - Find leads that match your ICP in a 650M+ database and enrich them with verified emails and phone numbers, no extra tools needed - Spot when prospects are ready to buy with intent signal agents that track buying signals and add leads to campaigns at the right moment - Turn scattered lead data into usable context with data enrichment agents that pull insights from LinkedIn, websites, and your CRM - Build full campaigns by chatting with lemAgent, the built-in AI agent that creates your lead list, sequence, and messages - Run automated multichannel sequences and manage every reply from one unified inbox - Keep emails out of spam with built-in deliverability tools, including lemwarm - Work from your CRM with Salesforce, HubSpot, and Pipedrive integrations, or run lemlist straight from Claude via MCP Most tools cover one part of outbound. lemlist covers the whole workflow, from finding a prospect to booking the meeting, and keeps a human in control at every step. SDRs, sales leaders, ops teams, and founders use lemlist to cut manual work and spend more of their time selling. Learn more and start your free 14-day trial at www.lemlist.com

**Average Rating:** 4.6/5.0

**Total Reviews:** 1,838

#### How Do G2 Users Rate lemlist?

- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 7.8/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 8.5/10 (Category avg: 8.6/10)
- **Coaching :** 6.8/10 (Category avg: 8.4/10)

#### Who Is the Company Behind lemlist?

- **Seller:** [lemlist](https://www.g2.com/sellers/lemlist)
- **Company Website:** lemlist.com
- **Year Founded:** 2018
- **HQ Location:** Paris, Île-de-France, France
- **Twitter:** @lemlist  
2,556 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=58e64645728fb2e8fad9ba5a58c3420688932b86372225ce6718ce80678a6061&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F18342604%2F&secure%5Burl_type%5D=linkedin_company_website)  
254 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, Founder
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 48% Small, 8% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of lemlist, thanks to its intuitive interface and supportive customer service.
- Users appreciate the **user-friendly integration** of lemlist, enhancing efficiency in campaign management and workflow.
- Users find Lemlist to be **incredibly helpful** for personalizing outreach at scale while maintaining a human touch.
- Users value the **automation features** of lemlist, enhancing engagement while saving time and streamlining workflows.
- Users love the **LinkedIn integration** of Lemlist, enhancing outreach with personalized automation for authentic engagement.

##### Cons

- Users find the **missing features** in lemlist limiting, hindering adjustments and usability during campaigns.
- Users find lemlist **too expensive** , especially with additional credit costs that can escalate during campaigns.
- Users find the **learning curve for setup and integrations challenging** , especially when managing multiple inboxes and advanced features.
- Users find the **interface complex** for managing multiple campaigns, especially when scaling and adjusting post-launch.
- Users find the **email management process costly and cumbersome** , citing a steep learning curve and bugs in functionality.

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

**["Loyal User, Will Continue to be loyal!"](https://www.g2.com/survey_responses/lemlist-review-11730822)**

**Rating:** 5.0/5.0 stars

_— Omar S._

[Read full review](https://www.g2.com/survey_responses/lemlist-review-11730822)

**["Ease of use, fun and effiency... I love it"](https://www.g2.com/survey_responses/lemlist-review-11977691)**

**Rating:** 5.0/5.0 stars

_— Julien S._

[Read full review](https://www.g2.com/survey_responses/lemlist-review-11977691)

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

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

### [Lindy](https://www.g2.com/products/lindy-lindy/reviews)

Lindy is an AI workflow automation platform that helps businesses streamline operations by handling repetitive tasks at scale. With Lindy, you can build AI agents—without writing a single line of code—to automate tasks like responding to emails, scheduling meetings, enriching leads, recording and summarizing calls, and more. Key Features: ✅ No-Code AI Agent Builder – Create custom AI-powered assistants in minutes. ✅ 200+ App Integrations – Connect seamlessly with your CRM, email, calendar, and other business tools. ✅ End-to-End Automation – Automate outreach, data entry, meeting summaries, and follow-ups. ✅ Get Started with a Template – Hundred of templates to help you deploy AI agents as executive assistants, customer support chatbots, medical scribes, sales assistants, and more. ✅ Scalable & Adaptable – Customize workflows to fit your business needs, from small teams to enterprises. Check it out at lindy.ai

**Average Rating:** 4.9/5.0

**Total Reviews:** 171

#### How Do G2 Users Rate Lindy?

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

#### Who Is the Company Behind Lindy?

- **Seller:** [Lindy](https://www.g2.com/sellers/lindy)
- **Year Founded:** 2023
- **HQ Location:** San Francisco, California, United States
- **Twitter:** @getlindy  
24,175 Twitter followers
- **LinkedIn® Page:** [fr.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f371558bfc2ca21b21a30648be46280bc40df359d6ab4d189364337d635f9225&secure%5Burl%5D=https%3A%2F%2Ffr.linkedin.com%2Fcompany%2Flindyai&secure%5Burl_type%5D=linkedin_company_website)  
53 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, Founder
- **Top Industries:** Marketing and Advertising, Consulting
- **Company Size:** 79% Small, 5% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **ease of use** of Lindy, highlighting its no-code setup and intuitive interface for all teams.
- Users value Lindy's **automation capabilities** , finding it simplifies research and enhances their overall workflow efficiently.
- Users are impressed with Lindy's **intuitive interface** , enabling effortless automation for those without coding experience.
- Users love how Lindy provides **time-saving automation** , simplifying complex processes and enhancing overall productivity.
- Users praise the **easy setup** of Lindy, allowing quick automation without technical expertise or coding.

##### Cons

- Users find the **upgrade plan expensive** , feeling it's not affordable for the average middle-class person.
- Users find the **high subscription cost** of Lindy burdensome and believe it should be more affordable or free.
- Users find the **learning curve steep** , with overwhelming initial setup and features, especially for beginners.
- Users feel that **limited features** hinder their experience, with a desire for more examples and resources to assist them.
- Users find the **AI inaccuracies** in Lindy frustrating, often leading to increased credit costs and inefficiencies.

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

**["Effortless AI Automation, Perfect for Task Management"](https://www.g2.com/survey_responses/lindy-review-12703079)**

**Rating:** 4.0/5.0 stars

_— Naqeeb K._

[Read full review](https://www.g2.com/survey_responses/lindy-review-12703079)

**["Lindy.ai is Like Hiring a Virtual Assistant Team for a Fraction of the Cost"](https://www.g2.com/survey_responses/lindy-review-11790383)**

**Rating:** 4.5/5.0 stars

_— Vera Lúcia H._

[Read full review](https://www.g2.com/survey_responses/lindy-review-11790383)

### [Seismic Enablement Cloud](https://www.g2.com/products/seismic-enablement-cloud/reviews)

Seismic is the global leader in AI-powered enablement, empowering go-to-market leaders to drive strategic growth and deliver exceptional customer experiences at scale. The Seismic Enablement Cloud™ is the only unified AI-powered platform that prepares customer-facing teams with the skills, content, tools, and insights needed to maximize every buyer interaction and strengthen client relationships. Seismic's Content solutions help revenue teams find, personalize, and deliver high-impact, compliant assets that accelerate buyer engagement and drive outcomes at scale. Trusted by approximately 2,000 organizations worldwide, Seismic helps businesses achieve measurable outcomes and accelerate revenue growth. Seismic is headquartered in San Diego with offices across North America, Europe, Asia and Australia. Learn more at seismic.com. To learn more, visit Seismic.com and follow us on LinkedIn, Twitter and Instagram.

**Average Rating:** 4.6/5.0

**Total Reviews:** 1,754

#### How Do G2 Users Rate Seismic Enablement Cloud?

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.4/10)

#### Who Is the Company Behind Seismic Enablement Cloud?

- **Seller:** [Seismic](https://www.g2.com/sellers/seismic)
- **Year Founded:** 2010
- **HQ Location:** San Diego, CA
- **Twitter:** @SeismicSoftware  
3,806 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f738b9a1780c9066087c801cb734ca6b9df466f165a5c544b61396d7fa75c583&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2746866%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,329 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Account Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 57% Large, 30% Medium

#### What Do G2 Reviewers Say About Seismic Enablement Cloud?

_AI-generated summary from verified user reviews_

##### Pros

- Users highlight the **ease of use** of Seismic, ensuring quick access to essential content and effective organization.
- Users value the **easy document filtering** in Seismic, simplifying access to essential marketing content and insights.
- Users find Seismic Enablement Cloud's **centralized access to sales materials** enhances collaboration and efficiency significantly.
- Users value the **centralization of up-to-date sales materials** in Seismic, streamlining content access and sharing.
- Users value the **easy sharing** capabilities of Seismic, allowing quick access to personalized content and insights.

##### Cons

- Users find the **poor search functionality** of Seismic Enablement Cloud challenging, hindering quick access to relevant content.
- Users find the **learning curve steep** , often struggling with navigation and training within the Seismic Enablement Cloud.
- Users find **filtering issues** in Seismic Enablement Cloud hinder navigation and access to relevant content.
- Users find **navigation difficult** , as slow loading times and lack of search features hinder quick access to important content.
- Users note a **steep learning curve** with Seismic Enablement Cloud, complicating training and implementation for sales teams.

#### What Are Recent G2 Reviews of Seismic Enablement Cloud?

**["Intelligent Automation That Streamlines Workflow and Collaboration"](https://www.g2.com/survey_responses/seismic-enablement-cloud-review-12639344)**

**Rating:** 5.0/5.0 stars

_— Diksha S._

[Read full review](https://www.g2.com/survey_responses/seismic-enablement-cloud-review-12639344)

**["Seismic Makes Sales Content Easy, Professional, and Field-Ready"](https://www.g2.com/survey_responses/seismic-enablement-cloud-review-12639441)**

**Rating:** 5.0/5.0 stars

_— Rachel C._

[Read full review](https://www.g2.com/survey_responses/seismic-enablement-cloud-review-12639441)

#### What Are G2 Users Discussing About Seismic Enablement Cloud?

- [How do I utilize Seismic’s content personalization features effectively for sales enablement?](https://www.g2.com/discussions/how-do-i-utilize-seismic-s-content-personalization-features-effectively-for-sales-enablement)
- [What is Seismic used for?](https://www.g2.com/discussions/what-is-seismic-used-for)
- [Who owns seismic software?](https://www.g2.com/discussions/who-owns-seismic-software)
- [What is seismic sales enablement?](https://www.g2.com/discussions/what-is-seismic-sales-enablement)
- [How much does seismic cost?](https://www.g2.com/discussions/how-much-does-seismic-cost) - 3 comments

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

Close is a sales CRM with built-in calling, SMS, email, automation, and AI, designed for founders, startups, agencies, and growing sales teams. The platform helps businesses manage leads, communicate with prospects, track opportunities, and automate follow-up from a single system. Close is commonly used by teams that want their CRM to support sales execution, not just store customer data. Users can call, email, text, manage pipelines, assign tasks, create workflows, run outreach sequences, and track sales activity directly inside the platform. Close is built for founder-led businesses, startups, small businesses, agencies, recruiting firms, coaching companies, financial services teams, SaaS companies, and inside sales teams. It supports teams ranging from individual founders to sales organizations with more than 100 representatives. Key capabilities include: • CRM and pipeline management for tracking leads, contacts, opportunities, activities, and customer relationships • Built-in calling, SMS, and email, with communication history connected to customer records • Sales automation for workflows, sequences, lead routing, task management, and follow-up • Power Dialer and Predictive Dialer for teams managing high-volume outbound sales or recruiting workflows • Reporting and analytics for pipeline visibility, activity tracking, forecasting, and sales performance • Chloe, the AI agent built directly into Close, which can help qualify leads, book meetings, follow up with prospects, research accounts, enrich records, summarize conversations, and update CRM data Chloe operates inside Close, where customer records, conversations, activities, opportunities, and workflows already live. This allows Chloe to take action using CRM context, rather than working as a standalone AI tool connected through separate integrations. Teams can use Chloe to engage new leads, re-engage dormant opportunities, capture qualification data, schedule meetings, and hand qualified conversations to human sales representatives when appropriate. By combining CRM, communication, automation, reporting, and AI-assisted sales workflows in one platform, Close helps teams reduce manual work, improve speed-to-lead, maintain follow-up consistency, and manage more sales activity without adding unnecessary operational complexity.

**Average Rating:** 4.7/5.0

**Total Reviews:** 2,041

#### How Do G2 Users Rate Close?

- **Has the product been a good partner in doing business?:** 9.3/10 (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 :** 8.2/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Close?

- **Seller:** [Close](https://www.g2.com/sellers/close)
- **Company Website:** close.com
- **Year Founded:** 2013
- **HQ Location:** 111 Congress Avenue, Suite 500 Austin, Texas 78701 United States
- **Twitter:** @Close  
6,592 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a8980b4bb0778d41500d3b100ba9f3961c87b6cc7fd74a5b1c0aa7775da9fc28&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2597204%2F&secure%5Burl_type%5D=linkedin_company_website)  
213 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, Founder
- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 76% Small, 20% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Close to be **very user-friendly** , with seamless integrations that streamline processes and enhance productivity.
- Users appreciate the **user-friendly interface** of Close, enabling smooth workflows for both inside and outside sales teams.
- Users praise the **comprehensive communication features** of Close, enhancing efficiency in managing client interactions effortlessly.
- Users praise the **intuitive interface** of Close, making lead management and follow-ups incredibly smooth and efficient.
- Users love the **intuitive dashboard design** of Close, appreciating its streamlined features and user-friendly experience.

##### Cons

- Users find that **missing features** on the mobile app limit functionality compared to the desktop version.
- Users often face **call issues** like disconnects from devices, affecting their overall experience with Close.
- Users find the **limited features** of Close frustrating, especially for B2C needs and when needing more operational options.
- Users find the **limited customization** options frustrating, hindering advanced reporting and personalized dashboard creation.
- Users find the **learning curve challenging** due to merging complexities and limited customization options in Close.

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

**["Productive Communication, Needs Better Data Visibility"](https://www.g2.com/survey_responses/close-review-13143531)**

**Rating:** 4.0/5.0 stars

_— Mateo A._

[Read full review](https://www.g2.com/survey_responses/close-review-13143531)

**["Easy Setup, Seamless Email Integration, and Responsive Support"](https://www.g2.com/survey_responses/close-review-13148546)**

**Rating:** 4.5/5.0 stars

_— Stefano M._

[Read full review](https://www.g2.com/survey_responses/close-review-13148546)

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

- [What is Close used for?](https://www.g2.com/discussions/close-what-is-close-used-for) - 2 comments
- [What is Close used for?](https://www.g2.com/discussions/what-is-close-used-for) - 1 comment

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

Clari+Salesloft is a category-transforming AI company architecting the future of revenue. By building the world’s first Predictive Revenue System, we help organizations move beyond fragmented applications and systems of record to a model that continuously drives and adapts revenue execution. Our platform captures deal data signals, and uses tailor-built AI to create the right context and drive action across sales teams. Instead of disconnected insights and siloed workflows, sales teams operate with shared understanding, faster decisions, and execution that stays aligned to the business. Trusted by thousands of enterprises including Adobe, 3M, IBM, and Zoom, Clari+Salesloft powers the forecast, surfaces pipeline risk, and drives proactive execution—returning thousands of hours to the field and enabling predictable, scalable growth.

**Average Rating:** 4.6/5.0

**Total Reviews:** 5,503

#### How Do G2 Users Rate Clari?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 8.9/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 8.7/10 (Category avg: 8.6/10)
- **Coaching :** 8.3/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Clari?

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

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Account Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 47% Medium, 41% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** in Clari for forecasting, appreciating its intuitive interface and seamless updates.
- Users appreciate the **ease of use** in Clari's Forecasting, allowing quick updates and excellent tracking against quotas.
- Users appreciate Clari for its **real-time updates and seamless Salesforce integration** , enhancing workflow efficiency and visibility in sales opportunities.
- Users find the **Salesforce integration** invaluable for streamlined data management and enhanced forecasting capabilities within Clari.
- Users find Clari **incredibly helpful** for easy forecasting and effective revenue management, simplifying admin tasks significantly.

##### Cons

- Users experience **customization limitations** with Clari, making it difficult to meet unique business needs effectively.
- Users find **limited customization** in Clari, hindering tailored solutions for unique business needs and team insights.
- Users experience a **steep learning curve** with Clari due to initial configuration and a confusing UI layout.
- Users find **missing features** in Clari, with limitations in filtering, customization, and mobile app functionality affecting their experience.
- Users experience **inconsistent Salesforce data reflection** in Clari, leading to confusion and potential errors in reporting.

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

**["Clari has met and exceed our expectations for our GTM Oganization"](https://www.g2.com/survey_responses/clari-review-10775002)**

**Rating:** 4.0/5.0 stars

_— Eric M._

[Read full review](https://www.g2.com/survey_responses/clari-review-10775002)

**["Clari Platform Review from a RevOps Perspective"](https://www.g2.com/survey_responses/clari-review-12400239)**

**Rating:** 5.0/5.0 stars

_— Matt D._

[Read full review](https://www.g2.com/survey_responses/clari-review-12400239)

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

- [How does Groove's integration with Clari enhance sales and revenue operations?](https://www.g2.com/discussions/how-does-groove-s-integration-with-clari-enhance-sales-and-revenue-operations) - 1 comment
- [How is Groove, a Clari Company being used to enhance operational efficiency and user experience in its specific field?](https://www.g2.com/discussions/how-is-groove-a-clari-company-being-used-to-enhance-operational-efficiency-and-user-experience-in-its-specific-field)
- [How do I add groove to Gmail?](https://www.g2.com/discussions/how-do-i-add-groove-to-gmail) - 1 comment
- [How much does groove cost?](https://www.g2.com/discussions/how-much-does-groove-cost) - 1 comment, 1 upvote
- [What groove means in music?](https://www.g2.com/discussions/what-groove-means-in-music) - 7 comments

### [Sutherland Agent Success](https://www.g2.com/products/sutherland-agent-success/reviews)

Augment CXM is defining a new category of software - customer experience management - and powering it with a patented semantic neural network. This technology ensures that our clients deliver a fantastic customer experience every time. Our client base consists of some of the most well-known brands in the world and we’ve proven to generate a 30% gain in agent efficiency, a 44% increase sales conversion rates, and a 40% growth in customer satisfaction.

**Average Rating:** 4.9/5.0

**Total Reviews:** 11

#### How Do G2 Users Rate Sutherland Agent Success?

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

#### Who Is the Company Behind Sutherland Agent Success?

- **Seller:** [Sutherland](https://www.g2.com/sellers/sutherland)
- **Year Founded:** 1986
- **HQ Location:** Pittsford (Rochester), NY
- **Twitter:** @SutherlandCorp  
7,478 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=425422402774d3fac17d494c45c7f6397ef7c23f93dec1ae8720021130e7b40b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsutherland-global%2F&secure%5Burl_type%5D=linkedin_company_website)  
66,504 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Consumer Services
- **Company Size:** 82% Large, 9% Medium

#### What Are Recent G2 Reviews of Sutherland Agent Success?

**["Augment satisfied user!"](https://www.g2.com/survey_responses/sutherland-agent-success-review-4217281)**

**Rating:** 5.0/5.0 stars

_— Cleveland G._

[Read full review](https://www.g2.com/survey_responses/sutherland-agent-success-review-4217281)

**["Augment CXM Digital CA Agent Review"](https://www.g2.com/survey_responses/sutherland-agent-success-review-2879456)**

**Rating:** 5.0/5.0 stars

_— Verified User in Consumer Services_

[Read full review](https://www.g2.com/survey_responses/sutherland-agent-success-review-2879456)

#### What Are G2 Users Discussing About Sutherland Agent Success?

- [What is Augment CXM used for?](https://www.g2.com/discussions/what-is-augment-cxm-used-for)

### [Alta | AI GTM System of Actions](https://www.g2.com/products/alta-ai-gtm-system-of-actions/reviews)

Alta is an AI GTM System of Actions that enables B2B sales and marketing teams to automate top-of-funnel execution across prospecting, outreach, lead qualification, calling, and pipeline analytics through a unified system of AI agents. Designed for revenue teams at growth-stage and enterprise B2B companies, Alta replaces the fragmented stack of point solutions typically used across SDR workflows, inbound qualification, and ad targeting. The platform centers on three AI agents — Katie, Alex, and Luna — that share a unified data layer, allowing signal from each channel to inform and improve the others automatically. Katie – AI SDR Agent handles outbound research and execution. It pulls from CRM data and 50+ external sources to identify high-intent accounts, builds prospect lists based on buying signals, and runs multi-channel outreach sequences across email, LinkedIn, and phone. Katie also syncs audience data with ad platforms including Google Ads and Meta to align outbound prospecting with paid campaigns. Alex – AI Calling and Inbound Agent manages inbound lead qualification and outbound calling. Alex conducts AI-driven voice conversations, scores lead intent, routes qualified buyers to the appropriate sales representative, books meetings directly to calendar, and surfaces cross-sell and upsell opportunities within existing accounts. Conversation data feeds back into targeting and ad audiences. Luna – AI Growth and Intelligence Agent serves as the analytics and operations layer. Luna monitors pipeline health in real time, identifies bottlenecks and anomalies, alerts revenue teams to key changes, and integrates with CRM systems, ad platforms, and data sources to consolidate reporting without manual input. Key capabilities and product characteristics: - Unified AI agent system covering prospecting, outreach, calling, inbound qualification, and pipeline intelligence in one platform - Multi-channel outreach orchestration across email, LinkedIn, and phone with automated personalization - Inbound-to-outbound data loop: signals from calls and inbound activity automatically sharpen outbound targeting and ad audiences - Native integrations with HubSpot, Salesforce, Google Ads, Meta, Slack, and 50+ additional platforms - SOC 2 Type II and ISO certified Alta is used by B2B revenue teams across industries including technology, financial services, and SaaS. Customers include Snowflake, Deel, and Riverside.fm.

**Average Rating:** 4.8/5.0

**Total Reviews:** 87

#### How Do G2 Users Rate Alta | AI GTM System of Actions?

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 9.8/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 8.5/10 (Category avg: 8.6/10)
- **Coaching :** 10.0/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Alta | AI GTM System of Actions?

- **Seller:** [Alta | Al Powered Revenue Platform](https://www.g2.com/sellers/alta-al-powered-revenue-platform)
- **Company Website:** www.altahq.com
- **Year Founded:** 2023
- **HQ Location:** NYC
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5879bca5a75e74bcd92eda9fe21f357f286352686162d901e6c132a7caab03fc&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Faltahqdotcom%2F&secure%5Burl_type%5D=linkedin_company_website)  
59 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Wholesale, Information Technology and Services
- **Company Size:** 56% Medium, 33% Small

#### What Do G2 Reviewers Say About Alta | AI GTM System of Actions?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **automation of sales outreach** in Alta, enhancing lead prioritization and driving successful revenue growth.
- Users commend the **seamless CRM integration** of Alta, enabling effortless tracking and enhancing personalized prospecting.
- Users love the **time-saving automation** of Alta, allowing focus on revenue-generating activities rather than manual tasks.
- Users appreciate the **personalized prospecting cycle** that Alta provides, enhancing engagement through effective multi-channel outreach.
- Users appreciate the **high level of personalization** in Alta, enhancing prospecting and engagement seamlessly.

##### Cons

- Users find the **learning curve steep** , as the setup and AI prompt optimization can be overwhelming for newcomers.
- Users note a **steep learning curve** with Alta, requiring significant time and support during initial setup and configuration.
- Users find the **difficult setup** of Alta challenging, requiring more support and coordination than anticipated for new users.
- Users find the initial setup to be **overwhelming** , especially those who are not very tech-savvy.
- Users feel that Alta | AI GTM System of Actions has **sales issues** due to its limitations in selling offerings effectively.

#### What Are Recent G2 Reviews of Alta | AI GTM System of Actions?

**["Alta Speeds Lead Qualification with Instant Outreach and Smooth Handoffs"](https://www.g2.com/survey_responses/alta-ai-gtm-system-of-actions-review-13124491)**

**Rating:** 5.0/5.0 stars

_— Bryan F._

[Read full review](https://www.g2.com/survey_responses/alta-ai-gtm-system-of-actions-review-13124491)

**["Signal-Based Campaigns That Make Personalization Easy and Save Time"](https://www.g2.com/survey_responses/alta-ai-gtm-system-of-actions-review-13133203)**

**Rating:** 5.0/5.0 stars

_— Hannah F._

[Read full review](https://www.g2.com/survey_responses/alta-ai-gtm-system-of-actions-review-13133203)

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

Humantic AI is a comprehensive buyer intelligence suite that turns enterprise sellers into experts about their buyers’ business. This includes vital insights about each target account’s business objectives as well as key decision drivers for the people within that organization. Its customers include industry pioneers across a variety of sectors like Nextera Energy, Expedient, Mitel, and Sandler. It is also taught as part of coursework at universities like Indiana University. “Humantic AI is the ultimate edge for CROs” - Mohammed Aaser, CDO, Domo “No other Sales AI tool is as useful” - Duane Weber, VP, Expedient “A good example of AI that’s just leapfrogged” - David Mattson, Chairman, Sandler It is one of the Top 100 Highest-Satisfaction products in the world as per G2. In December 2024, Gartner named it to its Cool Vendor in AI-Led Sales Research report - a list that names only five Sales AI products. The platform has also been recognized multiple times on G2 as a Leader, High Performer, and Momentum Leader in 2025. Key features and benefits include: • Personality prediction that reveals communication style, motivators, and decision triggers • Account intelligence that maps buyer challenges, priorities, and opportunities • Omnichannel personalization of emails, calls, and LinkedIn outreach • Chrome extension for instant prospect insights on LinkedIn and other platforms • Integrations with Salesforce, HubSpot, and other sales technology systems • Deal intelligence for committee mapping, meeting prep, and objection handling • CRM integration to bring buyer insights directly into workflows • Local time insights and small talk tips to humanize outreach • Profile sharing, saving, and templates for email generation Humantic AI supports sales enablement in industries where trust and personalization drive revenue. It is used by sales teams to prepare for meetings, personalize outreach campaigns, understand buying committees, improve prospect engagement, and accelerate deal cycles. By combining personality insights and account research into the sales workflow, the platform reduces guesswork and allows sellers to approach every buyer with clarity and confidence.

**Average Rating:** 4.7/5.0

**Total Reviews:** 452

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

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 7.2/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 8.0/10 (Category avg: 8.6/10)
- **Coaching :** 8.2/10 (Category avg: 8.4/10)

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

- **Seller:** [Humantic AI](https://www.g2.com/sellers/humantic-ai)
- **Year Founded:** 2021
- **HQ Location:** Palo Alto, US
- **Twitter:** @HumanticAI  
433 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=54f276069f0cc6c3b3f55d3bec58d2628ae90dc60a7e14bd042f7232a9ec5758&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fhumantic-ai&secure%5Burl_type%5D=linkedin_company_website)  
38 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Founder, CEO
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 56% Small, 30% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **actionable insights** of Humantic AI, enhancing personalized communication and boosting engagement effectively.
- Users value the **LinkedIn integration** of Humantic AI, enhancing their sales interactions and preparation with ease.
- Users value the **accuracy** of Humantic AI for better understanding prospects, enhancing personalized communication and effectiveness.
- Users praise the **personalization capabilities** of Humantic AI, enhancing their communication and understanding of prospects.
- Users find Humantic AI to be an **invaluable insight tool** that enhances communication and builds stronger client connections.

##### Cons

- Users highlight **AI limitations** in accuracy and clarity, which can hinder effective communication strategies and user experience.
- Users express concerns about the **high price** of Humantic AI, finding it challenging for smaller teams to afford.
- Users note a **lack of comprehensive context** and data dependence, which can lead to misleading results and unclear conclusions.
- Users note the **poor UI design** of Humantic AI, affecting readability and overall user experience.
- Users report **inaccuracy in profiles** , which may lead to ineffective communication strategies and hinder overall user experience.

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

**["VP Delivery &Sales"](https://www.g2.com/survey_responses/humantic-ai-review-9476758)**

**Rating:** 5.0/5.0 stars

_— Sam V._

[Read full review](https://www.g2.com/survey_responses/humantic-ai-review-9476758)

**["Fast, Actionable Buyer Insights for Precision-Level Sales Personalization"](https://www.g2.com/survey_responses/humantic-ai-review-12302406)**

**Rating:** 5.0/5.0 stars

_— Kim H._

[Read full review](https://www.g2.com/survey_responses/humantic-ai-review-12302406)

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

Exceed.ai is a conversational marketing platform that helps marketers drive more pipeline from email and website visitors. Exceed AI Assistant works 24/7/365 alongside humans to ensure every lead is followed up with, nurtured, and qualified using two-way email conversations. When a lead is qualified and ready to talk to a human it will go ahead and book a meeting directly on your rep’s calendar. It also automatically updates your CRM and marketing automation platform with the latest lead status when leads are qualified, change jobs, leave the company, are not the right person, or ask to be contacted at a later time. Learn how leading companies like Elkem, On24, SugarCRM, Hearst, Comeet and others use Exceed.ai to Exceed their goals at https://exceed.ai/ Businesses use Exceed for: 1. Inbound lead follow up - Immediately respond to and follow-up with incoming leads 2. Convert website visitors into leads via chatbot 3. Qualify leads (MQLs) - Verify a lead's intent and qualify before handing it to sales 4. Sales touched but unresponsive - Follow-up after a rep has attempted outreach but the lead has been unresponsive. 5. Activation of cold/dormant leads - Initiate contact with prospects that previously expressed interest 6. Up-sell - Readout to free users to identify if they are ready to converse with a human rep 7. Low scoring and recently engaged leads - Reach out to leads that recently engaged in low-scoring, first-touch activities like content syndication, social media etc

**Average Rating:** 4.6/5.0

**Total Reviews:** 84

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

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 9.6/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 8.6/10 (Category avg: 8.6/10)
- **Coaching :** 9.4/10 (Category avg: 8.4/10)

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

- **Seller:** [Genesys](https://www.g2.com/sellers/genesys)
- **Year Founded:** 1990
- **HQ Location:** Menlo Park, CA
- **Twitter:** @Genesys  
32,180 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3547218b0d552bcecdf111c8d197252c4dce8c2ddc2ffe5bceabde22115e5fc1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F601919%2F&secure%5Burl_type%5D=linkedin_company_website)  
8,569 employees on LinkedIn®
- **Phone:** +1 650 466 - 1100

#### Who Uses This Product?

- **Top Industries:** Computer Software, Venture Capital & Private Equity
- **Company Size:** 59% Small, 35% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **automation** features of Exceed.ai, enhancing lead engagement and freeing up sales teams for important tasks.
- Users value the **automated lead qualification and engagement** of Exceed.ai, streamlining sales processes and enhancing efficiency.
- Users appreciate the **automatic qualification and engagement of leads** with Exceed.ai, enhancing efficiency and boosting sales outreach.
- Users love the **automation ease** of Exceed.ai, enhancing lead engagement and saving valuable time for the sales team.
- Users appreciate the **efficiency** of Exceed.ai, as it automates lead engagement and streamlines sales processes significantly.

##### Cons

- Users note the **AI's tendency to give up quickly** on technical inquiries, affecting the overall user experience.
- Users find **limited customization** in Exceed.ai, making advanced workflows and personalization somewhat challenging to implement.
- Users feel the **complexity in setup and rigid AI responses** hinder effective use, especially for detailed analytics.
- Users find the **difficult setup** of Exceed.ai can be quite challenging, impacting initial usability and experience.
- Users find the **inadequate reporting** on Exceed.ai limiting for deeper insights and customized analytics.

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

**["AI-Powered Tool that Simplifies Lead Management and Outreach"](https://www.g2.com/survey_responses/exceed-ai-review-12215567)**

**Rating:** 4.0/5.0 stars

_— Ricky R._

[Read full review](https://www.g2.com/survey_responses/exceed-ai-review-12215567)

**["Revolutionized Our Lead Engagement Process"](https://www.g2.com/survey_responses/exceed-ai-review-12212318)**

**Rating:** 5.0/5.0 stars

_— Jojo p._

[Read full review](https://www.g2.com/survey_responses/exceed-ai-review-12212318)

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

- [What do you recommend to those considering Exceed.ai for automating their sales processes?](https://www.g2.com/discussions/what-do-you-recommend-to-those-considering-exceed-ai-for-automating-their-sales-processes)
- [What is Exceed.ai used for?](https://www.g2.com/discussions/what-is-exceed-ai-used-for)

### [Airspeed](https://www.g2.com/products/glyphic-airspeed/reviews)

Airspeed is a type of B2B AI software solution designed to assist modern revenue teams in enhancing their sales processes. By leveraging artificial intelligence, Airspeed addresses the critical gap between sales activities and their execution, enabling teams to derive actionable insights from customer conversations. This innovative platform is tailored for sales representatives, managers, and revenue leaders at growing B2B companies, focusing on improving visibility, consistency, and overall deal outcomes. The primary audience for Airspeed includes sales professionals who are looking to streamline their workflows and enhance their performance through data-driven insights. The software is particularly beneficial for teams that engage in complex sales processes, where understanding customer interactions is crucial for success. By automating the capture and analysis of customer conversations throughout the sales funnel, Airspeed transforms these interactions into reliable CRM data, insights, and workflows, making it easier for teams to manage their pipelines effectively. Key features of Airspeed include an intuitive dashboard that allows users to oversee their sales pipeline, manage follow-ups, and conduct forecasting and deal close analysis. The platform provides win/loss insights that help teams understand the factors influencing their success or failure in closing deals. Additionally, Airspeed offers AI-supported coaching, which can guide sales reps in refining their approaches based on real customer feedback. The configurable AI agents adapt to a team’s specific go-to-market (GTM) strategies, ensuring that the insights generated are relevant and actionable. One of the standout benefits of Airspeed is its ability to significantly reduce the time sales teams spend on administrative tasks. By automating data entry and analysis, sales professionals can focus more on executing deals with confidence. The platform enhances data quality, minimizes manual work, and provides clear visibility into deal health and potential risks. This leads to improved forecasting accuracy, smoother transitions between team members, and a more strategic approach to selling, all driven by genuine customer interactions. Overall, Airspeed empowers sales teams to operate more efficiently and effectively in a competitive B2B landscape.

**Average Rating:** 4.8/5.0

**Total Reviews:** 79

#### How Do G2 Users Rate Airspeed?

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

#### Who Is the Company Behind Airspeed?

- **Seller:** [Airspeed](https://www.g2.com/sellers/airspeed-2026-06-25)
- **Company Website:** www.goairspeed.com
- **Year Founded:** 2022
- **HQ Location:** London, GB
- **Twitter:** @GlyphicAI  
99 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d2cd6d83accabe03dbf8e1d563f1ca73beaec90abaf8425467b99c4b4276cf94&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgo-airspeed%2F&secure%5Burl_type%5D=linkedin_company_website)  
40 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Executive
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 59% Medium, 37% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Glyphic's **ease of use** exceptional, enhancing productivity and simplifying meeting management effortlessly.
- Users benefit from the **time-saving capabilities** of Glyphic, enhancing efficiency in their daily administrative tasks and meetings.
- Users praise Glyphic for its **high accuracy of insights** , enhancing sales communication and overall effectiveness.
- Users appreciate the **seamless integration** of Glyphic with their sales processes, boosting efficiency and engagement significantly.
- Users value Glyphic for its **conversation intelligence** and actionable insights, enhancing communication and boosting sales effectiveness.

##### Cons

- Users experience **inaccuracy issues** with Airspeed, particularly with transcripts and AI features affecting usability.
- Users face **integration issues** with Airspeed due to limited API access and lack of detailed transcript downloads.
- Users report **recording issues** with Airspeed, impacting their ability to take accurate notes during client meetings.
- Users note the **AI's occasional inaccuracies** in sentiment and closing strategies, hoping for improvements with more usage.
- Users find the **complexity of company tagging** in Airspeed occasionally cumbersome during calls with guests.

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

**["Effortless way to build team connection"](https://www.g2.com/survey_responses/airspeed-review-13134861)**

**Rating:** 4.5/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/airspeed-review-13134861)

**["Effortless Integration, Major Time Saver for Sales Teams"](https://www.g2.com/survey_responses/airspeed-review-11399056)**

**Rating:** 5.0/5.0 stars

_— Ted H._

[Read full review](https://www.g2.com/survey_responses/airspeed-review-11399056)

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

Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system.

**Average Rating:** 4.1/5.0

**Total Reviews:** 2,838

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

- **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 8.6/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 8.6/10 (Category avg: 8.6/10)
- **Coaching :** 9.0/10 (Category avg: 8.4/10)

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

- **Seller:** [Zoho](https://www.g2.com/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704)
- **Year Founded:** 1996
- **HQ Location:** Austin, TX
- **Twitter:** @Zoho  
137,880 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9c8e45ddb296c32c6c5597ef9ba945c94562c57624f7bd1dcf1a9e9931f71578&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F38373%2F&secure%5Burl_type%5D=linkedin_company_website)  
30,766 employees on LinkedIn®
- **Phone:** +1 (888) 900-9646 

#### Who Uses This Product?

- **Who Uses This:** Owner, CEO
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 62% Small, 33% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of Zoho CRM, making navigation and implementation smooth and intuitive.
- Users appreciate the **robust features** and **top-notch support** of Zoho CRM, enhancing their customer management experience.
- Users value the **seamless integrations** of Zoho CRM, enhancing their workflow and connecting various business tools effortlessly.
- Users value the **efficient lead management** of Zoho CRM, enhancing workflows and integrating seamlessly with multiple applications.
- Users love the **ease of integration** with Zoho CRM, creating a seamless workflow with other business tools.

##### Cons

- Users find the **learning curve challenging** , especially with advanced features that require time to master.
- Users struggle with the **limited features** of Zoho CRM, especially regarding integration and automation with other systems.
- Users face significant **integration issues** with Zoho CRM, causing delays and complications in achieving desired functionality.
- Users find Zoho CRM's **complexity** challenging, especially for first-time users unfamiliar with CRM systems.
- Users often face **poor customer support** , finding it difficult to receive proper assistance for their queries.

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

**["Zoho CRM Centralizes Data, Automates Workflows, and Delivers Powerful Insights"](https://www.g2.com/survey_responses/zoho-crm-review-13163763)**

**Rating:** 4.5/5.0 stars

_— Muhammed A._

[Read full review](https://www.g2.com/survey_responses/zoho-crm-review-13163763)

**["A Cost-Effective, Turnkey CRM Solution"](https://www.g2.com/survey_responses/zoho-crm-review-13048297)**

**Rating:** 5.0/5.0 stars

_— Rohit B._

[Read full review](https://www.g2.com/survey_responses/zoho-crm-review-13048297)

#### What Are G2 Users Discussing About Zoho CRM?

- [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/zoho-crm-what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platf) - 3 comments, 1 upvote
- [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platforms) - 3 comments
- [What is Zoho CRM used for?](https://www.g2.com/discussions/zoho-crm-what-is-zoho-crm-used-for) - 2 comments, 2 upvotes
- [Is Zoho CRM really free?](https://www.g2.com/discussions/is-zoho-crm-really-free) - 4 comments, 5 upvotes
- [What are the features of CRM software?](https://www.g2.com/discussions/zoho-crm-what-are-the-features-of-crm-software) - 2 comments, 1 upvote

### [Breakout](https://www.g2.com/products/breakout-2025-03-16/reviews)

Breakout is your inbound AI SDR — built to identify high-intent website visitors, engage them in real-time, qualify them, and book meetings directly into your sales team’s calendar. 1\ Breakout greets every visitor like it already knows them: Breakout instantly recognizes who’s on your site—based on UTM, company, or behavior—and kicks off a smart, friendly conversation using AI that actually sounds human. 2\ Breakout handles every question instantly and keeps the lead warm - The AI SDR chats with your buyers 24/7, answers their questions, and gently nudges them toward conversion—so no one slips through the cracks. 3\ Breakout gives live, personalized demos—on the spot - Whether it’s a quick voice walkthrough or a custom slide deck, Breakout shows buyers exactly what they need, right when they need it. 4\ Breakout books the right meeting, even after hours - It finds the right rep, checks calendars, and schedules the meeting—so your team wakes up to new pipeline every day.

**Average Rating:** 5.0/5.0

**Total Reviews:** 27

#### How Do G2 Users Rate Breakout?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 9.9/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 9.4/10 (Category avg: 8.6/10)
- **Coaching :** 9.6/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Breakout?

- **Seller:** [Breakout](https://www.g2.com/sellers/breakout-967944ef-8f44-413c-ae5a-201f848a8d30)
- **Year Founded:** 2024
- **HQ Location:** San Francisco Bay Area, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ac01312ab5f35969231e8a0a57a713bd9162325cf290b68e4c648abf8dda1600&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbreakoutai%2F&secure%5Burl_type%5D=linkedin_company_website)  
39 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software
- **Company Size:** 60% Small, 37% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **time-saving capabilities** of Breakout, facilitating efficient scheduling and engaging conversations effortlessly.
- Users enjoy the **ease of use** of Breakout, appreciating its quick installation and intuitive dashboard.
- Users value the **efficient implementation and seamless integrations** of Breakout, which enhance user engagement and streamline processes.
- Users value the **seamless integrations** of Breakout, enhancing real-time engagement and automating inbound pipelines efficiently.
- Users commend the **easy setup** of Breakout, allowing for quick installation and seamless integration into workflows.

##### Cons

- Users find the **feature complexity** of Breakout can overwhelm non-technical teams during initial setup and configuration.
- Users seek **limited analytics** in Breakout, desiring deeper insights to enhance their configuration and performance analysis.
- Users note a **lack of advanced features** in Breakout, requiring more templates and deeper analytics for effective use.
- Users note **AI's limitations** in handling complex conversations, requiring human intervention for optimal results in certain industries.
- Users report **buggy software** issues in Breakout, which can hinder performance and require human intervention for complex tasks.

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

**["💬A gamechanger for our conversion rates"](https://www.g2.com/survey_responses/breakout-review-11214770)**

**Rating:** 5.0/5.0 stars

_— Sanjay G._

[Read full review](https://www.g2.com/survey_responses/breakout-review-11214770)

**["A gamechanger for our conversion rates"](https://www.g2.com/survey_responses/breakout-review-11503544)**

**Rating:** 5.0/5.0 stars

_— Shubhanshu S._

[Read full review](https://www.g2.com/survey_responses/breakout-review-11503544)

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

Find & Enrich with 840M+ profiles. Validate contacts. Reach buyers on Email and LinkedIn. Close with a CRM built for salespeople — Power Dialer included. SalesTarget.ai is an AI-powered Sales Intelligence Operating System (Sales OS) built for outbound-driven B2B companies, agencies, and modern revenue teams. It centralizes every stage of the sales workflow — from data intelligence and enrichment to outreach, pipeline management, and AI assistance — eliminating the need for multiple disconnected tools. At its core is the Intelligence Engine: a unified lead enrichment and prospecting platform powered by 840M+ profiles, 150M+ company entities, 4,000+ data signals, and 50+ premium data providers. Discover and enrich any prospect with firmographic, technographic, contact, and behavioural data — including real-time intent signals that surface in-market buyers before your competitors do. Cold Email Outreach helps revenue teams scale personalized campaigns with smart sending, warm-up sequences, advanced spintax, unified inbox, and deliverability-optimized workflows. Power Dialer gives sales reps the ability to auto-dial sequentially through call lists directly from the CRM — maximizing talk time, eliminating manual dialing, and keeping every call logged and tracked in one place. LinkedIn Automation extends reach across channels with connection requests, InMail sequences, profile engagement, and drip follow-ups — all coordinated with email and phone for true multichannel prospecting. Built-in Email Validation cleans and verifies every contact before outreach, reducing bounce rates and protecting sender reputation. An integrated CRM manages the full pipeline — deals, touchpoints, call logs, tasks, and team collaboration — without needing an external tool. AI Co-pilot ties everything together. Through simple chat commands, it finds leads, builds sequences, launches campaigns, summarizes analytics, and audits performance in real time. SalesTarget.ai: Intelligence → Enrichment → Validation → Email → Power Dialer → LinkedIn → CRM → AI Co-pilot. One platform. Infinite scale.

**Average Rating:** 4.8/5.0

**Total Reviews:** 60

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

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 8.3/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 10.0/10 (Category avg: 8.6/10)
- **Coaching :** 5.0/10 (Category avg: 8.4/10)

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

- **Seller:** [Salestarget LLC](https://www.g2.com/sellers/salestarget-llc)
- **Year Founded:** 2024
- **HQ Location:** Newark, US
- **Twitter:** @Salestargetai  
20 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f126cb83bf0ab052cae5c2bd3dc53eb64438b92a327160f296dfcf0b89045e9d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsalestarget-ai&secure%5Burl_type%5D=linkedin_company_website)  
24 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, CTO
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 77% Small, 39% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **effective CRM integration and automation** of Salestarget.ai, streamlining sales processes and enhancing engagement.
- Users appreciate the **efficiency** of Salestarget.ai, enhancing outreach and analytics while supporting diverse sales stages effortlessly.
- Users value the **ease of use** of SalesTarget.ai, seamlessly integrating into existing workflows for effective outreach automation.
- Users value the **time-saving capabilities** of Salestarget.ai, streamlining outreach across channels and enhancing prospecting efficiency.
- Users commend the **seamless lead generation** capabilities of Salestarget.ai, enhancing efficiency and engagement across multiple channels.

##### Cons

- Users note the **incomplete information** in Salestarget.ai leads to occasional manual verification and inconsistent data quality.
- Users note a **steep learning curve** , requiring time to master complex features and workflows for optimal results.
- Users find that **campaign management requires constant monitoring** , affecting the efficiency of data handling and performance insights.
- Users experience **inadequate reporting** which complicates performance tracking, especially for LinkedIn-specific engagement.
- Users face a **learning difficulty** initially, as some features are not obvious and require time to master.

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

**["SalesTarget.ai: An All-in-One, User-Friendly Platform with a Game-Changing AI Co-Pilot"](https://www.g2.com/survey_responses/salestarget-ai-review-13129630)**

**Rating:** 5.0/5.0 stars

_— Imed R._

[Read full review](https://www.g2.com/survey_responses/salestarget-ai-review-13129630)

**["It helps Building a targeted prospect list less time consuming"](https://www.g2.com/survey_responses/salestarget-ai-review-13035537)**

**Rating:** 5.0/5.0 stars

_— Jennifer S._

[Read full review](https://www.g2.com/survey_responses/salestarget-ai-review-13035537)

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

Salesforge blends humans and Sales AI Agents to maximize your sales pipeline. Salesforge is an all-in-one sales execution super app that gives every sales team the highest probability to hit their target by tackling the need to personalize cold email outreach at scale while safeguarding your email deliverability either done by humans or autonomous AI agents. We do that by enabling real-time AI & machine learning to decision critical sales activities, enhance messaging in every language and eliminate the need for various sales point solutions, therefore driving superior conversion rates.

**Average Rating:** 4.6/5.0

**Total Reviews:** 136

#### How Do G2 Users Rate Salesforge?

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 9.4/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 9.0/10 (Category avg: 8.6/10)
- **Coaching :** 8.9/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Salesforge?

- **Seller:** [Salesforge](https://www.g2.com/sellers/salesforge)
- **Year Founded:** 2023
- **HQ Location:** Tallinn, EE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=17c144343a015ebc4e5b9c0ab27f2da1a9e207886189e167f90df37982851015&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsalesforgeai%2F&secure%5Burl_type%5D=linkedin_company_website)  
126 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, Founder
- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 91% Small, 8% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **responsive and helpful customer support** of Salesforge, enhancing their overall experience significantly.
- Users value the **ease of use** of Salesforge, making campaign management and setup straightforward and efficient.
- Users love the **easy setup** of Salesforge, allowing effortless mailbox configuration and streamlined outreach processes.
- Users praise the **balance of control and ease of use** in Salesforge, enhancing outbound processes effectively.
- Users commend the **automation capabilities** of Salesforge, significantly enhancing outreach efficiency and campaign personalization.

##### Cons

- Users note a significant **learning curve** initially, but report smoother operation once familiar with the platform.
- Users find the product **expensive** , with poor performance and disappointing deliverability compared to competitors like Lemlist.
- Users are frustrated by the **missing features** of Salesforge, noting bugs and limitations that hinder multi-channel outreach.
- Users find the **complexity of the platform** overwhelming, particularly during the initial onboarding phase for new users.
- Users find the **onboarding process confusing** , making it difficult to understand the various products offered.

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

**["Saves a lot of time on outbound"](https://www.g2.com/survey_responses/salesforge-review-13002745)**

**Rating:** 5.0/5.0 stars

_— Matteo C._

[Read full review](https://www.g2.com/survey_responses/salesforge-review-13002745)

**["Best AI outreach tool for GTM teams and agencies"](https://www.g2.com/survey_responses/salesforge-review-13180960)**

**Rating:** 5.0/5.0 stars

_— Nida M._

[Read full review](https://www.g2.com/survey_responses/salesforge-review-13180960)

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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