Best AI Sales Assistant Software - Page 40

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CallRail

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

Average Rating: 4.5/5.0

Total Reviews: 1,746

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How Do G2 Users Rate CallRail?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.4/10)
  • Peformance Tracking: 9.2/10 (Category avg: 8.5/10)
  • Integrations / APIs: 9.8/10 (Category avg: 8.7/10)
  • Coaching : 8.8/10 (Category avg: 8.4/10)

Who Is the Company Behind CallRail?

  • Seller: CallRail
  • Company Website:
  • Year Founded: 2011
  • HQ Location: Atlanta, GA
  • Twitter: @CallRail
    6,067 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    359 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, CEO
  • Top Industries: Marketing and Advertising, Real Estate
  • Company Size: 73% Small, 22% Medium

What Do G2 Reviewers Say About CallRail?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of CallRail, facilitating smooth call management and effective tracking of marketing efforts.
  • Users value the ease of use and powerful tracking features of CallRail, enhancing lead management and marketing insights.
  • Users value the powerful call tracking capabilities of CallRail, providing clear insights into effective marketing campaigns.
  • Users find the insightful tracking capabilities of CallRail essential for understanding their call campaigns effectively.
  • Users appreciate the call recording features of CallRail, enabling effective communication and easy access to important calls.
Cons
  • Users note the missing features in CallRail, like advanced automations and better voice assistance, affecting usability.
  • Users report integration issues with third-party apps and CRM systems, causing challenges in setup and functionality.
  • Users face frequent call issues with CallRail, particularly in forwarding calls and CRM integration challenges.
  • Users note that CallRail can be expensive, especially with pricing adding up quickly and costs similar to alternatives.
  • Users find the learning curve steep, especially for bulk management and navigating the platform efficiently.

What Are Recent G2 Reviews of CallRail?

What Are G2 Users Discussing About CallRail?

Updated August 2026.

How Many AI Sales Assistant Software Products Does G2 Track?

Total Products under this Category: 833

Category Stats (Oct 2026)

  • Average Rating: 4.65/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Artisan (+2.25%) - Among all products in this category, Artisan recorded the largest rating increase compared to last month

Last updated: October 13, 2026

How Does G2 Rank AI Sales Assistant Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 179,900+ Authentic Reviews
  • 833+ 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

Highlighted products: Salesforce Sales Cloud, Gong, HubSpot Sales Hub, Qualified, Navattic, Salesloft, GTM Workspace - Powered by ZoomInfo, and Fathom.

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

IntentCable

Brings you the people on X and LinkedIn who need what you sell, each with your way into the conversation drafted.

Who Is the Company Behind IntentCable?

InvestGlass

InvestGlass: The All-in-One Swiss Automation Platform InvestGlass is a Swiss-based automation platform designed to streamline your business operations with precision and reliability. It combines CRM, portfolio management, incident management, marketing automation, client portal, and digital onboarding tools into one seamless solution. Why Choose InvestGlass? Tailored Digital Experience: Create, design, and manage your digital presence with unparalleled customization. Swiss Excellence: Geopolitically neutral and securely hosted on Swiss Cloud, within Europe or directly on your premises for full control and compliance. Trusted Globally Ideal for banks, government entities, and growing businesses, InvestGlass empowers over 1,200 customers across 20+ countries to attract, engage, and delight their clients with award-winning software. Experience the Swiss standard in automation. Invest in success with InvestGlass.

Who Is the Company Behind InvestGlass?

  • Seller: InvestGlass
  • Year Founded: 2014
  • HQ Location: Geneva, CH
  • Twitter: @investglass
    1,885 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    4 employees on LinkedIn®

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How it works

Journey AI

Customer Journey AI: A Personalized Conversational AI for Lab Equipment Manufacturers Customer Journey AI is a highly personalized chatbot solution designed specifically to help lab equipment manufacturers in the U.S. and Canada enhance customer engagement and drive lead generation. Leveraging advanced AI, Customer Journey AI automates interactions with prospects and clients, delivering tailored responses and capturing insightful data that improves the overall customer experience. Whether your goal is to nurture leads, provide customer support, or streamline product inquiries, Customer Journey AI offers a seamless, human-like interface that caters to the distinct needs of lab equipment manufacturers. Key features of Customer Journey AI include: 1. 24/7 Customer Engagement: Always available to engage prospects, answer inquiries, and guide potential customers through the buyer's journey. 2. Lead Nurturing: Automate follow-ups and provide personalized recommendations based on customer behavior and preferences, ideal for long sales cycles common in the lab equipment sector. 3. Data-Driven Insights: Collect and analyze customer interactions to refine marketing strategies and boost conversion rates. 4. Customizable to Your Business: Tailor the chatbot’s language and interaction flow to align with the specific requirements of lab equipment manufacturers, enhancing both product inquiries and customer support. Customer Journey AI empowers lab equipment manufacturers to maintain meaningful connections with their customers, reduce operational overhead, and scale their marketing efforts effectively across the U.S. and Canada.

Who Is the Company Behind Journey AI?

Juliia

Juliia is an AI shopping agent for e-commerce designed to turn online conversations into sales. Like a top-performing in-store advisor, Juliia understands each shopper’s intent, asks the right questions, recommends the most relevant products, handles objections, and guides customers all the way to the cart. Juliia integrates into e-commerce interfaces and performs real-time synchronised navigation. The platform supports multiple languages and provides a backoffice for behaviour customization. Juliia ingests a full knowledge base (catalog data, Q&A, articles etc), and offers customization. Juliia delivers measurable commercial impact on revenue and AOV. Compatible with platforms like Shopify, BigCommerce, and Salesforce, the software designed to combine intent recognition with conversational guidance to facilitate the shopping experience and improve sales potential for any e-commerce site.

Who Is the Company Behind Juliia?

  • Seller: Juliia
  • Year Founded: 2024
  • HQ Location: N/A
  • LinkedIn® Page: www.linkedin.com
    4 employees on LinkedIn®

Kaeli

Kaeli is an AI executive assistant built for individual senior salespeople. Where a CRM is a database the rep maintains, Kaeli is an assistant that produces work on the rep's behalf. Kaeli runs a three-step loop: Capture. Connect Gmail and Google Calendar in 60 seconds. From then on, every email, meeting, and voice note becomes structured per-client context. No data entry forms. Produce. While the rep sleeps, Kaeli drafts the day's client-facing work. Email replies, meeting prep briefs, quotes, status reports, follow-ups, and a synthesized list of next moves per client. Each draft uses the rep's voice, references the project history, and respects the rep's standards. Review and ship. The rep opens Kaeli in the morning. A production review queue is waiting: 5 to 7 ranked drafts across the full portfolio, each row showing client + draft type + a one-line "why now." The rep reviews each one, edits if needed, ships. Edits become signal that teaches Kaeli the rep's voice and standards. Signature features include the Deal Integrity Audit (catches scope mismatches, missing approvals, and missing compliance clauses before quotes reach clients), an Action Item Synthesizer that turns flat backlogs into a sequenced Next Move surface, per-client voice profiles that improve from rep edits, and Rules and Policies in plain English. The core promise: reclaim your mornings. Spend the saved hours on outbound, strategic thinking, and the work that grows commission. Built in Hong Kong by Karvita Limited. Founded by William Fung, a 15-year enterprise B2B sales veteran. Kaeli is the executive assistant senior salespeople cannot otherwise afford.

Who Is the Company Behind Kaeli?

  • Seller: Kaeli
  • Year Founded: 2025
  • HQ Location: N/A
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Kairon

You know the buyer you want. Finding them, checking whether they are a good fit, and writing something they might answer takes hours. Kairon does that legwork from Claude or ChatGPT. Tell it who you sell to, and it finds prospects on LinkedIn, looks for signals like a new role or activity around a competitor, and reads up on their company before suggesting what to say. Need more context? Kairon can pull from over 1,700 outside data sources and look for contact details, including email and phone. Once your list is ready, it runs LinkedIn and email follow-ups that change when someone accepts or replies. You stay in control of who gets contacted and what goes out.

Who Is the Company Behind Kairon?

Kape

Kape is an Easy to Use, Mobile App, that helps businesses to improve their revenues and sales, WITHOUT increasing Marketing Budgets. Most businesses struggle to convert the leads they are receiving due to poor follow-up by their sales teams. Poorly Trained Sales team results into low conversion rate with lost revenues, and higher marketing costs. Sales professionals across teams use various softwares and channels to interact with customers Historical sales conversations can reveal high-value insights on what works, what does not and what can be improved Currently there is no way to bring all this data in one place and leverage it further Kape leverages sales conversations to improve sales skills of your team, so they can win more deals Captures Conversations across all sales channels such as WhatsApp, Email, Chat, Phone Calls, Zoom and other Online Meetings to capture the conversations Provides real-time insights to sales person to win the deal Enriches the conversation with relevant and insightful information Analyses the skill-gaps of the sales person using AI/ML to find areas to improve and provides personalized training at scale Analyses performance and suggests improvements for Sales process Provides personalised trainings at a scale in a user-friendly, social media experience

Who Is the Company Behind Kape?

Kasbly

Kasbly is the AI employee that replaces your marketing and sales team. One desk. Many accounts. Each one a different person. Then it stays in the chat until the order is paid. Connect every account, each with its own persona. Kasbly Marketing publishes across all of them; when customers reply, Kasbly Sales closes and creates the order in your store. Kasbly Marketing is built for teams that need consistent, high-quality publishing without hiring a full content bench. Assign a distinct persona to each connected account, keep voice and positioning clear per channel, and let Kasbly Marketing handle the day-to-day publishing workflow from a single desk. Whether you run one brand or many storefronts, Marketing keeps every account active with product-specific posts instead of generic blasts. When a prospect replies, Kasbly Sales takes over in the same conversation. It does not hand the lead to a separate inbox and hope someone follows up. Sales stays in the chat, answers questions, qualifies intent, and moves the buyer toward a paid order. When the deal closes, Kasbly Sales creates the order in your store so fulfillment starts without a manual copy-paste step between tools. Together, Kasbly Marketing and Kasbly Sales form one continuous path: publish, engage, close, and write the order. That is the AI employee model — not a pile of disconnected bots, and not a dashboard you babysit all day. You connect the accounts, set the personas, and Kasbly keeps working across marketing and sales until the order is paid. Kasbly is designed for operators who want global, English-first product copy and a clean buyer experience. It is built for multi-account social publishing plus conversational sales that ends in a real store order. Use it when you need one desk that can run many accounts as different people, then stay present in the chat long enough to finish the sale. Website: https://kasbly.com

Who Is the Company Behind Kasbly?

  • Seller: Kasbly
  • HQ Location: Newark, US
  • Twitter: @kasbly_ai
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Katalyst AI

The AI agent that works your Salesforce Pipeline Katalyst is the AI sales agent for teams on Salesforce. Hang up a call and it's already done: notes summarized, records created, fields updated, follow-up drafted, next step set. It runs 24/7, reading every call, email, and calendar, surfacing the right signals, prepping you for each meeting, and prompting you to act: follow up here, this one’s slipping. What's new: AI Resolution on every account, meeting recorder, hygiene scores, deal patterns. Built for enterprise sales teams.

Who Is the Company Behind Katalyst AI?

  • Seller: Katalyst
  • Year Founded: 2024
  • HQ Location: New York, US
  • Twitter: @joinkatalyst
  • LinkedIn® Page: www.linkedin.com
    3 employees on LinkedIn®

Kili

Our mission is to leverage the power of AI and your team's context to provide a 10x experience on every customer interaction. If your company wants to increase retention and customer satisfaction by providing fast, specific responses to questions, please get in touch.

Who Is the Company Behind Kili?

  • Seller: Kili
  • Year Founded: 2023
  • HQ Location: N/A
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®

Kinetic Tricks

Kinetic Tricks pairs an AI sales agent (Sage) and an AI marketing agent (Aria) for small B2B sales teams. Sage researches prospects overnight, drafts outreach, and keeps the CRM current. Aria proposes campaigns, drafts content, and runs drip sequences. Every send requires human approval. Deploys on your own infrastructure with your own AI model keys. Priced against the four-role team it replaces.

Who Is the Company Behind Kinetic Tricks?

Julie Jung
JJ
Researched and written by Julie Jung
Updated July 7, 2026