# Best AI Sales Assistant Software - Page 7 ## How Many AI Sales Assistant Software Products Does G2 Track? **Total Products under this Category:** 640 ### Category Stats (Aug 2026) - **Average Rating:** 4.64/5 (↑0.02 vs Jul 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** NinjaPipe (+3.18%) - Among all products in this category, NinjaPipe recorded the largest rating increase compared to last month _Last updated: August 01, 2026_ ## How Does G2 Rank AI Sales Assistant Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 169,700+ Authentic Reviews - 640+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## G2 Grid® for AI Sales Assistant Software ![G2 Grid® for AI Sales Assistant Software plotting products by satisfaction and market presence](https://www.g2.com/categories/ai-sales-assistant/grids.png?focus%5B%5D=506&focus%5B%5D=24724&focus%5B%5D=6227&focus%5B%5D=90225&focus%5B%5D=3004&focus%5B%5D=19743&focus%5B%5D=156120&focus%5B%5D=577) Highlighted products: Agentforce Sales (formerly Salesforce Sales Cloud), Gong, HubSpot Sales Hub, Qualified, Salesloft, Apollo.io, Fathom, and GTM Workspace - Powered by ZoomInfo. Underlying data: [Grid® JSON](https://www.g2.com/categories/ai-sales-assistant/grids.json?focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=gong&focus%5B%5D=hubspot-sales-hub&focus%5B%5D=qualified&focus%5B%5D=salesloft&focus%5B%5D=apollo-io&focus%5B%5D=fathom-video&focus%5B%5D=gtm-workspace-powered-by-zoominfo) **Sponsored** ### Fathom Fathom is the #1-rated AI meeting partner that captures what matters and turns every conversation into clear, actionable outcomes. It surfaces decisions, makes every meeting searchable, and syncs insights directly into CRM and productivity tools – eliminating manual work. Named to G2’s 2026 Best Software Awards Top 100, and recognized by HubSpot as its 2025 Most Used App of the Year, Fathom is trusted by hundreds of thousands of companies worldwide to help individuals stay focused, teams stay aligned, and organizations move faster. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1389&secure%5Bchosen_at%5D=2026-08-01T22%3A35%3A35Z&secure%5Bdisplayable_resource_id%5D=1389&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1389&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=156120&secure%5Bresource_id%5D=1389&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fai-sales-assistant%3Fpage%3D7%26source%3Dsearch&secure%5Btoken%5D=5da8870507acbb7dfc6dfe6262568dd85a1a750d7f75c33d3e2095308c84d699&secure%5Burl%5D=https%3A%2F%2Fwww.fathom.ai%2F%3Futm_campaign%3Dg2_ads%26utm_source%3Dg2%26utm_medium%3Dpaidsearch%26utm_content%3Dclick_all&secure%5Burl_type%5D=custom_url) ### [Leadspicker](https://www.g2.com/products/leadspicker/reviews) Leadspicker is a SaaS B2B platform designed to transform lead generation and outreach through AI-driven automation. It simplifies the process of finding, enriching, and engaging leads, providing an all-in-one solution for sales teams, recruiters, and marketing professionals. By combining automated workflows with advanced data enrichment and outreach tools, Leadspicker helps businesses save time and focus on building valuable relationships with prospects. Key Features: • Automated Workflows: Streamline repetitive tasks, saving time and increasing efficiency. • Multichannel Outreach: Engage prospects seamlessly via email and LinkedIn for higher reach. • Data Enrichment: Enrich lead data with detailed, actionable insights for more targeted campaigns. • Personalized Sequences: Automate follow-ups and create personalized outreach that feels authentic. • Waterfall Email Hunting: Access validated emails through advanced, multi-source search methods. Leadspicker solves critical pain points for businesses looking to scale their lead generation and outreach efforts. By offering an integrated platform, it eliminates the need for multiple tools, streamlines workflows, and improves conversion rates. With features like signal-based targeting and data enrichment, it allows users to focus on engaging the right leads, saving time and resources. What sets Leadspicker apart is its unique combination of automation, personalization, and data intelligence. The a good fit for: • Sales Teams aiming to grow their pipeline • Recruiters sourcing qualified candidates • Marketing Professionals looking to create more effective campaigns • Founders driving business growth with minimal resources • Automation Engineers optimizing processes with intelligent tools Leadspicker empowers businesses to generate high-quality leads, nurture them effectively, and close deals faster, driving measurable results. Work smarter, not harder. **Average Rating:** 4.8/5.0 **Total Reviews:** 73 #### How Do G2 Users Rate Leadspicker? - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.4/10) - **Peformance Tracking:** 6.9/10 (Category avg: 8.5/10) - **Integrations / APIs:** 8.3/10 (Category avg: 8.6/10) - **Coaching :** 7.0/10 (Category avg: 8.4/10) #### Who Is the Company Behind Leadspicker? - **Seller:** [Leadspicker](https://www.g2.com/sellers/leadspicker) - **Year Founded:** 2015 - **HQ Location:** Prague 1, CZ - **Twitter:** @leadspicker 154 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1f43bb5c5e5ec711aa78cfaeaabe9550312c71cabba54a6216fc978713a012dc&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fleadspicker%2F&secure%5Burl_type%5D=linkedin_company_website) 18 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 81% Small, 12% Medium #### What Do G2 Reviewers Say About Leadspicker? _AI-generated summary from verified user reviews_ ##### Pros - Users highly value the **fast and helpful customer support** of Leadspicker, enhancing their overall experience and success. - Users love the **ease of use** of Leadspicker, benefiting from smooth setups and seamless integrations with existing systems. - Users praise Leadspicker for its **effective lead generation** , enjoying automated enrichment and reliable data support. - Users love the **seamless LinkedIn integration** of Leadspicker, enabling quick and efficient lead generation directly from Sales Navigator. - Users highly value the **automation features** of Leadspicker, enhancing lead management and integration with CRM seamlessly. ##### Cons - Users experience **data inaccuracies** with Leadspicker, finding challenges in reliable searches and limited results despite high limits. - Users find the **filtering difficulty** in Leadspicker hampers efficient lead searching, causing frustrations with limitations. - Users find the **inefficient search functionality** frustrating, with slow response times and unreliable project-lead searches. - Users experience **missing features** in Leadspicker, especially with insufficient filters and inadequate API documentation. - Users note that the **poor interface design** makes navigation and project tracking complicated and less intuitive. #### What Are Recent G2 Reviews of Leadspicker? **["User-Friendly All-in-One Omnichannel Tool with Built-In AI Qualification"](https://www.g2.com/survey_responses/leadspicker-review-13062641)** **Rating:** 5.0/5.0 stars _— Harry P._ [Read full review](https://www.g2.com/survey_responses/leadspicker-review-13062641) **["Exceptional Team Support — Adam J Helped Make Our Scenarios Happen"](https://www.g2.com/survey_responses/leadspicker-review-13047392)** **Rating:** 4.5/5.0 stars _— Vojtech G._ [Read full review](https://www.g2.com/survey_responses/leadspicker-review-13047392) ### [salesmotion](https://www.g2.com/products/salesmotion/reviews) Salesmotion is an account intelligence platform that helps B2B revenue teams research, prioritize, and engage their target accounts. The platform uses AI agents to continuously monitor buying signals — earnings calls, leadership changes, funding rounds, product launches, and hiring trends — and surfaces the insights that matter most to each seller's book of business. AI agents handle the heavy lifting. The Signal Agent tracks real-time account activity across thousands of sources and alerts reps when something actionable happens. The Research Agent compiles deep account summaries, competitive intelligence, and stakeholder maps so reps walk into every conversation prepared. The Outreach Agent identifies the right contacts and drafts personalized messaging based on each account's specific situation. Salesmotion integrates with Salesforce and HubSpot, enriching CRM records with continuously updated intelligence. Revenue teams use it to replace manual account research, reduce prep time, and focus on the accounts most likely to close. The platform serves sales, business development, and account management teams across industries including SaaS, financial services, healthcare, and professional services. **Average Rating:** 4.8/5.0 **Total Reviews:** 29 #### How Do G2 Users Rate salesmotion? - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.4/10) - **Peformance Tracking:** 5.3/10 (Category avg: 8.5/10) - **Integrations / APIs:** 5.4/10 (Category avg: 8.6/10) - **Coaching :** 7.2/10 (Category avg: 8.4/10) #### Who Is the Company Behind salesmotion? - **Seller:** [salesmotion](https://www.g2.com/sellers/salesmotion) - **Year Founded:** 2024 - **HQ Location:** London, GB - **Twitter:** @salesmotion\_io 2 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fcf009522b1307eb8796fe8e3f71fdf081a65a4ac6aa874948a7c80bb76ba7a0&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsalesmotion-inc&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 45% Medium, 41% Small #### What Do G2 Reviewers Say About salesmotion? _AI-generated summary from verified user reviews_ ##### Pros - Users find **Salesmotion.io a significant time-saver** , enabling quick, personalized preparation for meaningful sales conversations. - Users find the **decision-making process seamless** with instant insights and effortless CRM integration to enhance outreach. - Users love the **ease of use** of Salesmotion, enabling quick setup and intuitive navigation for streamlined sales processes. - Users appreciate the **seamless CRM integration** that streamlines workflow and enhances team alignment and engagement. - Users love the **easy setup** of Salesmotion, enabling quick access to insights and seamless integration with other tools. ##### Cons - Users find the **customization options limited** , particularly for niche industries, requiring manual edits for optimal messaging. - Users feel that **integration issues** hinder the full potential of Salesmotion, impacting overall effectiveness and value. - Users find the **lack of detail** in customization options limiting, especially for niche industries and technical products. - Users find the **limited customization options** insufficient for niche industries, requiring additional edits and performance analytics. - Users note that Salesmotion has **low accuracy** in information delivery, affecting support for smaller organizations' needs. #### What Are Recent G2 Reviews of salesmotion? **["Salesmotion Keeps Outreach Organized and Data-Driven"](https://www.g2.com/survey_responses/salesmotion-review-12834110)** **Rating:** 5.0/5.0 stars _— Mounib S._ [Read full review](https://www.g2.com/survey_responses/salesmotion-review-12834110) **["Salesmotion Review: Powerful Account Intelligence for Smarter B2B Sales"](https://www.g2.com/survey_responses/salesmotion-review-12828064)** **Rating:** 5.0/5.0 stars _— Zakariyaa E._ [Read full review](https://www.g2.com/survey_responses/salesmotion-review-12828064) ### [Salesken](https://www.g2.com/products/salesken/reviews) Salesken.ai is a Sales AI platform designed to enhance sales team performance while lowering acquisition costs. By offering real-time cues during conversations, the tool empowers sales reps to engage more effectively with customers. Salesken also provides leaders and reps with full visibility into every call through advanced Call Analytics, capturing emotions, objections, intent, and more. Salesken delivers tailored solutions for both Sales Leaders and Reps, driving revenue success through: - Pipeline Management: Accurate forecasts based on deep conversation insights. - Deal Tracking: Instant summaries, identification of BANT gaps, and clear next steps. - Team Coaching: Personalized coaching for each rep and every deal, on demand. - Marketing Insights: Actionable insights extracted from sales conversations. - Quality Assurance: Evaluate 100% of sales calls with AI-driven QA, offering personalized coaching and reducing manual efforts while improving overall sales quality and consistency For Sales Reps, Salesken offers: - Real-Time Cueing: Provides live cues and battle cards to help reps perfect their pitches. - CRM Enrichment: Automates CRM data entry and updates. - Custom Outreach: Simplifies and automates outreach, saving time and increasing efficiency. Salesken is the go to AI for the whole sales team. Book a demo and learn about more features and capabilities. **Average Rating:** 4.9/5.0 **Total Reviews:** 386 #### How Do G2 Users Rate Salesken? - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.4/10) - **Peformance Tracking:** 9.8/10 (Category avg: 8.5/10) - **Integrations / APIs:** 9.8/10 (Category avg: 8.6/10) - **Coaching :** 9.7/10 (Category avg: 8.4/10) #### Who Is the Company Behind Salesken? - **Seller:** [Salesken](https://www.g2.com/sellers/salesken) - **Year Founded:** 2018 - **HQ Location:** New York, New York - **Twitter:** @SaleskenAi 117 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6fb9dc6b45a86b1b361839781d7770408bad8a99922bdd7136d7b704424c5506&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsalesken%2Fabout&secure%5Burl_type%5D=linkedin_company_website) 84 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Sales, Sales Executive - **Top Industries:** Education Management, E-Learning - **Company Size:** 57% Medium, 37% Large #### What Do G2 Reviewers Say About Salesken? _AI-generated summary from verified user reviews_ ##### Pros - Users benefit from the **real-time feedback and actionable data** that significantly boosts sales team performance. - Users value the **real-time feedback** from Salesken, enhancing productivity and performance for sales teams significantly. - Users commend Salesken for its **AI-driven insights** that enhance call productivity and empower sales teams to succeed. - Users value the **automation features** of Salesken, which significantly enhance sales team productivity and efficiency. - Users highlight the **enhanced efficiency** of Salesken, enabling sales teams to leverage actionable data for improved performance. ##### Cons - Users request **improved call connectivity** as issues with calls not connecting hinder their overall experience. - Users desire **better call connection** and increased customization, as issues occasionally hinder their experience with Salesken. - Users express frustration over **poor transcription** quality, which negatively impacts their overall experience with Salesken. - Users experience frustrating **recording issues** with Salesken, hindering their overall satisfaction and functionality. - Users frequently experience **accuracy issues** with transcripts, impacting their overall satisfaction with Salesken. #### What Are Recent G2 Reviews of Salesken? **["Turn Your Sales Reps Into Rock Stars."](https://www.g2.com/survey_responses/salesken-review-10386293)** **Rating:** 5.0/5.0 stars _— Madhan k._ [Read full review](https://www.g2.com/survey_responses/salesken-review-10386293) **["Real-Time Call Insights and AI Coaching That Boost Sales Performance"](https://www.g2.com/survey_responses/salesken-review-12599904)** **Rating:** 5.0/5.0 stars _— Anup K._ [Read full review](https://www.g2.com/survey_responses/salesken-review-12599904) #### What Are G2 Users Discussing About Salesken? - [What is Salesken used for?](https://www.g2.com/discussions/what-is-salesken-used-for) ### [Artisan](https://www.g2.com/products/artisan-artisan/reviews) Artisan is the AI-first platform for outbound sales, powered by Ava, the autonomous AI BDR. Fast-growing startups and enterprise revenue teams use Ava to scale pipeline without scaling headcount. You own the strategy and the guardrails. Ava owns the execution. She searches 250M+ verified B2B contacts, enriches every prospect with 22+ data sources, and prioritizes leads using intent signals like funding rounds and leadership hires. She writes and sends personalized outreach, tests dozens of message variants per campaign, and shifts volume toward what's working. When replies come in, Ava qualifies leads, handles objections, and books meetings on your reps' calendars. Reps dial from the native AI dialer, with a brief before every call and a distilled follow-up after. Every outbound motion, one platform: Intent-driven cold outbound, triggered by real-time signals and website visitor data CRM campaigns that re-engage MQLs, event leads, closed-lost deals, and churned accounts Upsell and cross-sell campaigns using account and product usage data, sent on behalf of each account owner Built to run inside your stack, not replace it. Salesforce and HubSpot sync bi-directionally, Ava respects account ownership so she never crosses territory lines, custom webhooks bring in your own data, and every email sends from your reps' names on your own domains, so outreach reads like it came from them. Enterprise-grade control at any scale. Approve before sending or run fully autonomous, lock tone and CTAs, set banned phrases, and define escalation rules for when a human steps in. Artisan is SOC 2 Type II certified with SSO/SAML, advanced security controls, and audit logs. Every plan includes CSM support and onboarding; enterprise rollouts add a forward-deployed strategist who builds and launches your motion with you. Trusted by revenue teams at SaaStr, SumUp, CookUnity, Quora, and Informa. **Average Rating:** 4.0/5.0 **Total Reviews:** 45 #### How Do G2 Users Rate Artisan? - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.4/10) - **Peformance Tracking:** 5.9/10 (Category avg: 8.5/10) - **Integrations / APIs:** 7.6/10 (Category avg: 8.6/10) - **Coaching :** 6.3/10 (Category avg: 8.4/10) #### Who Is the Company Behind Artisan? - **Seller:** [Artisan](https://www.g2.com/sellers/artisan) - **Company Website:** artisan.co - **Year Founded:** 2023 - **HQ Location:** San Francisco - **Twitter:** @GetArtisanAI 2,176 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e75ec9621f613a06f43b740d6cc3591f01bdd6967f5b1c19f9b07b77a3a7162f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fartisanai%2F&secure%5Burl_type%5D=linkedin_company_website) 220 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 77% Small, 11% Large #### What Do G2 Reviewers Say About Artisan? _AI-generated summary from verified user reviews_ ##### Pros - Users highly value the **dedicated customer support** from Artisan Sales, enhancing their overall experience and effectiveness. - Users highlight the **extensive features** of Artisan Sales, valuing its all-in-one prospecting solution and support. - Users highlight the **intuitive interface** of Artisan Sales, enhancing usability and driving significant sales improvements. - Users appreciate the **efficient lead generation** of Artisan Sales, boosting their ability to secure meetings quickly. - Users value the **automation of manual workflows** with Artisan Sales, significantly reducing time on outbound email campaigns. ##### Cons - Users report significant **inaccuracies** in lead targeting, UI functionality, and overall effectiveness of Artisan Sales. - Users find the **limited functionality** of Artisan Sales disappointing, with poor UI and lack of quality leads. - Users are frustrated with the **data inaccuracy** , resulting in poor lead quality and a lack of meaningful interactions. - Users find Artisan Sales **expensive** with disappointing results, lacking quality and scalability despite high costs. - Users find the **steep learning curve** challenging, as the AI often sends ineffective messages and doesn't improve over time. #### What Are Recent G2 Reviews of Artisan? **["Artisan Streamlines High-Volume Outreach with AI-Augmented Messaging"](https://www.g2.com/survey_responses/artisan-review-13124746)** **Rating:** 4.5/5.0 stars _— Theo M._ [Read full review](https://www.g2.com/survey_responses/artisan-review-13124746) **["Automates Outreach, Boosts Customer Acquisition, Keeps costs low"](https://www.g2.com/survey_responses/artisan-review-13128718)** **Rating:** 5.0/5.0 stars _— doug r._ [Read full review](https://www.g2.com/survey_responses/artisan-review-13128718) ### [Warmly](https://www.g2.com/products/warmly-warmly/reviews) Warmly is an AI-native revenue platform built for B2B companies. Headquartered in San Francisco, Warmly deploys two AI agents that run your entire go-to-market motion - the TAM Agent for outbound and the Inbound Agent for website conversion. Together, they identify, engage, and convert buyers into pipeline around the clock, with no reliance on manual headcount. Most revenue teams are stuck in the same loop. SDRs spend hours researching accounts, building lists, and sending outreach that rarely lands at the right moment. Meanwhile, the website - the highest-intent channel in the entire funnel - quietly loses buyers every single day. Visitors show up, look around, and leave without ever talking to a human. By the time a rep follows up, the window is closed. In a world where 78% of buyers choose the vendor that responds first, speed and precision are everything. Meet Warmly's two AI agents. They work your inbound and outbound motions simultaneously, 24/7, without burning headcount. The TAM Agent handles outbound. It maps your entire addressable market, scores accounts by ICP fit and real-time buying intent, and automatically identifies the right contacts within each buying committee. From there, it orchestrates coordinated campaigns across email, LinkedIn, and ads - reaching the right person, at the right time, with the right message, across the right channel. As signals shift, the TAM Agent reprioritizes in real time, always focusing on the accounts most likely to convert. The Inbound Agent works your website. It identifies every visitor at the person level - not just the company - and instantly understands where they are in the buying journey. High-intent visitors are greeted with AI-powered chat, live demos, personalized offers, and one-click meeting booking. Hot leads get routed to the right rep the moment they arrive. Anyone who leaves without converting gets re-engaged through automated follow-up and LinkedIn ad retargeting. Your website stops leaking pipeline. Both agents run on the Warmly Context Graph - a unified data layer combining 250+ signals, 400 million B2B contacts, and first, second, and third-party intent data into a complete picture of every account and contact. Every interaction feeds back into the system, so the agents get smarter over time. Companies like TrustArc, TigerGraph, Kadence, and Innerspace have replaced costly SDR services with Warmly's AI agents - cutting CAC by 50%, and eliminating $20,000 to $40,000 a month in outsourced SDR costs. **Average Rating:** 4.5/5.0 **Total Reviews:** 242 #### How Do G2 Users Rate Warmly? - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.4/10) - **Peformance Tracking:** 9.2/10 (Category avg: 8.5/10) - **Integrations / APIs:** 9.1/10 (Category avg: 8.6/10) - **Coaching :** 9.3/10 (Category avg: 8.4/10) #### Who Is the Company Behind Warmly? - **Seller:** [Warmly](https://www.g2.com/sellers/warmly) - **Company Website:** warmly.ai - **Year Founded:** 2020 - **HQ Location:** San Francisco, CA - **Twitter:** @warmlyai 526 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3d2ce82fc364a1bf6e883bda5d67750c6ddd19d6b0582851a6929cf526fb149e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwarmly-ai%2F&secure%5Burl_type%5D=linkedin_company_website) 111 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO, Founder - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 77% Small, 21% Medium #### What Do G2 Reviewers Say About Warmly? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **lead generation capabilities** of Warmly, enhancing engagement with real-time insights and support. - Users find Warmly's **intuitive interface and support** incredibly helpful for effective account-based marketing strategies. - Users find Warmly's **ease of use** impressive, particularly appreciating the simple setup and clear dashboard layout. - Users appreciate the **seamless integration with Slack** , enabling quick actions based on real-time website visitor insights. - Users find the **easy setup** of Warmly quick and straightforward, enabling immediate results from day one. ##### Cons - Users report **data inaccuracy** , with failures in correctly identifying visitors, leading to frustrations and lack of trust. - Users find Warmly **expensive** , especially for small businesses, deterring them from upgrading from the free plan. - Users report **inaccuracy** in visitor identification, struggling with misleading data and inconsistent recognition of known contacts. - Users report **inaccurate data** with Warmly, citing mismatched identifications and a lack of reliable visitor tracking. - Users find **limited integrations** with Warmly problematic, leading to increased credits used on internal website visits. #### What Are Recent G2 Reviews of Warmly? **["Powerful Engagement with Dedicated Support"](https://www.g2.com/survey_responses/warmly-review-12674160)** **Rating:** 4.0/5.0 stars _— Udit K._ [Read full review](https://www.g2.com/survey_responses/warmly-review-12674160) **["A flashlight on anonymous traffic and an orchestra for our GTM motion"](https://www.g2.com/survey_responses/warmly-review-12669719)** **Rating:** 4.5/5.0 stars _— Paul B._ [Read full review](https://www.g2.com/survey_responses/warmly-review-12669719) ### [Donna](https://www.g2.com/products/donna-donna/reviews) Donna is the only proactive AI assistant for field sales teams. She captures every sales interaction - both in person and online - without extra effort. Smarter, faster, and always available: On your way to meetings, Donna will give you a personalized brief. Afterward, instead of juggling follow-ups and CRM updates she manages your sales operations: drafting follow-up mails, creating opportunities, preparing quotes and gives guidance and advice. Donna is available from your car, office or couch and through any way you work: whether it's a voice note, written notes, a screenshot or chat - she is easily handling it all from anywhere and anytime - 24/7. She joins your meetings online or in person. The result? Better-trained and prepared sales teams, 75% less admin time, smoother CRM adoption, and improved sales efficiency - leading to more deals. Donna makes sure field sales teams are better prepared, do timely follow-up, have less CRM friction and are ultimately happier. Sales & Commercial Excellence leaders get increased market intelligence through higher CRM adoption and ultimately better forecasts. Clients like Dossche Mills, DPG Media, and PGS Group are clearly seeing the impact. Donna deeply integrates with key CRM players like Salesforce, Microsoft Dynamics CRM, Hubspot, Veeva CRM, SAP and more. She also integrates with key applications like Slack, Google Calendars, Microsoft Outlook, Zoom, Google Meet, Microsoft Teams and more. Ask your personal demo here: [www.askdonna.com](http://www.askdonna.com/) **Average Rating:** 4.6/5.0 **Total Reviews:** 18 #### How Do G2 Users Rate Donna? - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.4/10) - **Peformance Tracking:** 5.2/10 (Category avg: 8.5/10) - **Integrations / APIs:** 8.1/10 (Category avg: 8.6/10) - **Coaching :** 6.0/10 (Category avg: 8.4/10) #### Who Is the Company Behind Donna? - **Seller:** [Donna](https://www.g2.com/sellers/donna) - **Company Website:** askdonna.com - **Year Founded:** 2024 - **HQ Location:** Ghent, BE - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=01bc4adea6d092ee43d42b4353297c5edd87b6b6f4788d837ce11984fcf7d42f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdonna-by-dealside&secure%5Burl_type%5D=linkedin_company_website) 57 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 39% Small, 33% Medium #### What Do G2 Reviewers Say About Donna? _AI-generated summary from verified user reviews_ ##### Pros - Users commend Donna for its **significant time-saving capabilities** , allowing more focus on selling and customer interactions. - Users find Donna to be **extremely user-friendly** , enabling seamless integration and effortless adoption for efficient sales processes. - Users value the **seamless CRM integration** of Donna, enhancing efficiency and saving valuable time in their workflow. - Users praise the **top-notch customer support** of Donna, appreciating the personal guidance and proactive follow-up during onboarding. - Users value Donna for its **time-saving AI features** , enhancing efficiency and improving workflows in sales processes. ##### Cons - Users find the lack of **recording and transcription for physical meetings** to be a missing, yet essential feature. #### What Are Recent G2 Reviews of Donna? **["Proactive Sales Assistant with Seamless CRM Integration"](https://www.g2.com/survey_responses/donna-review-12964061)** **Rating:** 4.5/5.0 stars _— Verified User_ [Read full review](https://www.g2.com/survey_responses/donna-review-12964061) **["Fluid and Efficient Transformation in CRM Management"](https://www.g2.com/survey_responses/donna-review-12963685)** **Rating:** 5.0/5.0 stars _— David M._ [Read full review](https://www.g2.com/survey_responses/donna-review-12963685) ### [SiftHub](https://www.g2.com/products/sifthub/reviews) SiftHub is an AI RFP software and deal orchestration platform built for presales and revenue teams. Pulse is SiftHub's live, in-call assistant that surfaces sourced, deal-aware answers on your rep's screen in real time, so reps stop deferring, and deals move faster. SiftHub automates RFP responses, security questionnaires, competitive battlecards, meeting prep, and buyer-facing collateral so sales engineers and account executives spend less time on admin and more time winning deals. What does SiftHub do? SiftHub's AI agents handle the high-friction work across the deal cycle. Teams use it to complete RFPs 8x faster, generate first-draft responses to security questionnaires in minutes, build competitive battlecards on demand, and walk into every call with a prepared brief. During the call, SiftHub Pulse surfaces deal-aware answers the moment a buyer asks a curveball question. Reps stay in the conversation. SEs stop getting pulled into calls just to answer documented questions. All grounded in verified internal content, not free-form AI. Who uses SiftHub? SiftHub is used by presales leaders, sales engineers, bid managers, and account executives at mid-market and enterprise SaaS companies. Customers include Saviynt, Sirion, Superhuman, Allego, and Rocketlane. What results do SiftHub customers see? Superhuman's team reclaimed 8+ hours per week and cut SE query load in half. Sirion handles 1.5x more RFPs monthly without adding headcount. Rocketlane reclaimed 70% of SE bandwidth. Allego's VP of Solution Consulting credited SiftHub with measurable time savings on RFP and security responses across their GTM team. What does SiftHub integrate with? SiftHub connects to Google Drive, SharePoint, Confluence, Notion, Gong, Salesforce, HubSpot, Slack, Zendesk, and more. It works natively inside Word, Excel, Google Docs, and Google Sheets, and includes a browser extension for filling procurement portals directly — no copy-paste required. What is SiftHub Pulse? SiftHub Pulse is a live, in-call assistant. The answer to every question a buyer asks almost always exists somewhere in your org, inside a knowledge base, an old RFP, a Slack thread, or a top rep's call. Pulse brings those answers to your rep in real time, on the call, right when they need them. The answer isn't generic, it's shaped by what Pulse knows about this deal: account context, prior calls, and what's in the open proposal. Is SiftHub accurate and secure? Every response is grounded in your verified, approved content. SiftHub achieves over 99% response accuracy and includes source attribution on every answer, so teams can review, edit, and submit with confidence. SiftHub is SOC 2 Type II and ISO 27001 certified, with VAPT-grade security, role-based access controls, and full audit trails across the RFP lifecycle. Your data is never used to train public models. Most teams are live within a week. **Average Rating:** 4.5/5.0 **Total Reviews:** 66 #### How Do G2 Users Rate SiftHub? - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.4/10) - **Peformance Tracking:** 6.7/10 (Category avg: 8.5/10) - **Integrations / APIs:** 10.0/10 (Category avg: 8.6/10) - **Coaching :** 7.1/10 (Category avg: 8.4/10) #### Who Is the Company Behind SiftHub? - **Seller:** [SiftHub](https://www.g2.com/sellers/sifthub) - **Company Website:** www.sifthub.io - **Year Founded:** 2023 - **HQ Location:** San Francisco, US - **Twitter:** @sifthubhq 123 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1ce43eaf62da8ae364925f9d0e78d37c0996d6e9faacc77fabae505c3433ddac&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsifthubhq%2F&secure%5Burl_type%5D=linkedin_company_website) 33 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 82% Medium, 7% Large #### What Do G2 Reviewers Say About SiftHub? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **seamless integration** capabilities of SiftHub, enhancing efficiency across multiple enterprise applications. - Users value the **time-saving capabilities** of SiftHub, enabling faster completion of RFPs and seamless task management. - Users praise the **ease of use** of SiftHub, enhancing speed and efficiency in managing RFPs and documents. - Users find SiftHub's **efficient RFP management** invaluable for collaboration, accuracy, and saving time in responses. - Users value the **accuracy of SiftHub's search** , allowing for quick access to essential documents and RFP responses. ##### Cons - Users note the **inherent limitations of AI** , particularly in accuracy and source transparency, affecting overall reliability. - Users note **integration issues** with SiftHub, citing slow sync times and missing crucial connections like Salesforce. - Users find SiftHub's features **limited** , especially lacking in AI capabilities and document integration improvements. - Users experience occasional **formatting issues** with exported documents, particularly with tables and complex templates. - Users feel there are **missing features** in SiftHub, particularly wanting more detailed analytics and AI capabilities. #### What Are Recent G2 Reviews of SiftHub? **["Efficient Autofill, but Projects Need Improvement"](https://www.g2.com/survey_responses/sifthub-review-12606784)** **Rating:** 4.0/5.0 stars _— Jennifer J._ [Read full review](https://www.g2.com/survey_responses/sifthub-review-12606784) **["Incredibly Responsive Support Makes SiftHub a Smooth, Collaborative Experience"](https://www.g2.com/survey_responses/sifthub-review-13112653)** **Rating:** 5.0/5.0 stars _— Priyadarshi Chirasunder S._ [Read full review](https://www.g2.com/survey_responses/sifthub-review-13112653) ### [Aloware](https://www.g2.com/products/aloware/reviews) Aloware is an AI-powered contact center platform specifically designed for sales and support teams that operate within a Customer Relationship Management (CRM) system. By integrating calling, SMS, AI voice agents, a power dialer, and automation into a single platform, Aloware enhances productivity for teams using popular CRMs like HubSpot, Salesforce, Pipedrive, Zoho, and GoHighLevel. This comprehensive solution allows representatives to focus on selling rather than getting bogged down with administrative tasks like logging calls or chasing missed leads. Targeting a diverse range of industries, Aloware is utilized by over 1,000 teams across sectors such as SaaS, real estate, insurance, financial services, staffing, solar, home services, and legal. The platform is particularly beneficial for teams with 10 to 500 seats, especially those transitioning from basic calling solutions like Kixie, Aircall, JustCall, Dialpad, and RingCentral. These teams often seek a more robust system that combines AI capabilities, CRM depth, and compliance features, which Aloware provides seamlessly. What sets Aloware apart from its competitors is its unique "pickup stack." This includes features like NumberGuard, which monitors caller ID reputation in real-time; Branded Calling, which displays the company name and logo on the recipient's screen; and Local Presence, which automatically matches area codes. While many competitors may offer one of these features, Aloware integrates all three, enhancing the chances of successful connections. Additionally, Aloware's native CRM intelligence ensures that every interaction—be it a call, text, or voicemail—is automatically logged to the appropriate contact, deal, and pipeline stage, significantly reducing the time reps spend on CRM administration. Aloware also leverages AI throughout the entire sales cycle. The platform includes AI Voice Agents that can manage inbound qualification and booking around the clock, while the AloAi Text Bot qualifies leads via SMS. The Power Dialer efficiently sequences through CRM lists, and AI Call Summaries, sentiment analysis, and trending topics are automatically recorded and integrated back into the CRM after each conversation. This eliminates the need for separate AI vendors or additional engineering resources, streamlining the entire process. Compliance is another critical aspect of Aloware's offering. The platform manages A2P 10DLC registration, is SOC 2 certified, and includes features like PII redaction in transcripts and Do Not Contact (DNC) management, ensuring that compliance challenges that often hinder deployments with other vendors are effectively handled. With pricing starting at $30 per agent per month, Aloware provides a scalable solution for teams looking to enhance their sales and support capabilities while maintaining compliance and efficiency. **Average Rating:** 4.1/5.0 **Total Reviews:** 817 #### How Do G2 Users Rate Aloware? - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.4/10) - **Peformance Tracking:** 8.4/10 (Category avg: 8.5/10) - **Integrations / APIs:** 8.0/10 (Category avg: 8.6/10) - **Coaching :** 7.8/10 (Category avg: 8.4/10) #### Who Is the Company Behind Aloware? - **Seller:** [Aloware](https://www.g2.com/sellers/aloware) - **Company Website:** aloware.com - **Year Founded:** 2017 - **HQ Location:** Los Angeles, California - **Twitter:** @alowaretalk 392 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6d8fa9b835f15f4a619026ba2109827700846142dbcd52893fa4be863dc71f14&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F18504566%2F&secure%5Burl_type%5D=linkedin_company_website) 86 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Account Executive, National Account Executive - **Top Industries:** Computer Software, Marketing and Advertising - **Company Size:** 51% Small, 48% Medium #### What Do G2 Reviewers Say About Aloware? _AI-generated summary from verified user reviews_ ##### Pros - Users love the **ease of use** of Aloware, benefiting from its user-friendly interface and seamless CRM integration. - Users value the **helpful customer support** of Aloware, ensuring swift assistance and a frustration-free experience. - Users appreciate the **user-friendly interface** of Aloware, making it easy to navigate and integrate with CRM platforms. - Users value the **time-saving capabilities** of Aloware, enjoying effortless SMS outreach and efficient lead management. - Users love the **seamless integrations** with tools like HubSpot, enhancing communication and overall efficiency. ##### Cons - Users face **call issues** with Aloware, experiencing interference, lags, and app freezes during outbound calls. - Users report **slow performance** with Aloware, facing delays and glitches that hinder effective communication. - Users experience **slow loading times** with Aloware, affecting the responsiveness and efficiency of the app. - Users experience **software glitches** that hinder performance, causing frustration with response times and message delivery. - Users are frustrated by **software bugs** causing glitches and slow responses, impacting overall functionality and experience. #### What Are Recent G2 Reviews of Aloware? **["Great VM and SMS Templates with Smooth HubSpot Integration"](https://www.g2.com/survey_responses/aloware-review-12862372)** **Rating:** 4.0/5.0 stars _— Randy S._ [Read full review](https://www.g2.com/survey_responses/aloware-review-12862372) **["Review"](https://www.g2.com/survey_responses/aloware-review-12880526)** **Rating:** 4.5/5.0 stars _— Verified User in Financial Services_ [Read full review](https://www.g2.com/survey_responses/aloware-review-12880526) #### What Are G2 Users Discussing About Aloware? - [What is Aloware used for?](https://www.g2.com/discussions/what-is-aloware-used-for) ### [Luru AI SDR](https://www.g2.com/products/luru-ai-sdr/reviews) Luru is an AI SDR tool built to sound like a real person, not a robot. Sales teams use it to run cold outbound, nurture quiet leads, revive lost deals, or turn anonymous website visitors into qualified meetings. What sets Luru apart is the human quality of its messages. The AI writes in a way that feels natural, thoughtful, and relevant—like it came from someone on your team. No templates. No robotic tone. Just smart outreach that people actually reply to. It helps you scale conversations without burning out your team—or your TAM. **Average Rating:** 4.8/5.0 **Total Reviews:** 32 #### How Do G2 Users Rate Luru AI SDR? - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.4/10) - **Peformance Tracking:** 9.5/10 (Category avg: 8.5/10) - **Integrations / APIs:** 9.6/10 (Category avg: 8.6/10) - **Coaching :** 9.7/10 (Category avg: 8.4/10) #### Who Is the Company Behind Luru AI SDR? - **Seller:** [Luru](https://www.g2.com/sellers/luru) - **Year Founded:** 2022 - **HQ Location:** Wilmington, Delaware - **Twitter:** @luruhq 9 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8a94b9b733414d0012ab5d5dadaa263299c46f229b040edaa6c37167e941ce89&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fluruapp%2F&secure%5Burl_type%5D=linkedin_company_website) 12 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 47% Small, 41% Medium #### What Do G2 Reviewers Say About Luru AI SDR? _AI-generated summary from verified user reviews_ ##### Pros - Users love the **automation features** of Luru AI SDR, enhancing efficiency and simplifying sales management within Slack. - Users value the **easy lead generation** capabilities of Luru AI SDR, enhancing efficiency in early-stage business development. - Users love Luru AI SDR for its **time-saving features** , transforming post-call tasks into seamless, efficient processes. - Users appreciate Luru's **streamlined note-taking** that captures essential details, saving time and enhancing future reference. - Users value Luru AI SDR's **seamless CRM integration** , which enhances efficiency and keeps notes organized effortlessly. #### What Are Recent G2 Reviews of Luru AI SDR? **["One of the best decision of my life to use Luru"](https://www.g2.com/survey_responses/luru-ai-sdr-review-10403904)** **Rating:** 5.0/5.0 stars _— Shivam B._ [Read full review](https://www.g2.com/survey_responses/luru-ai-sdr-review-10403904) **["excilent experience"](https://www.g2.com/survey_responses/luru-ai-sdr-review-10380737)** **Rating:** 5.0/5.0 stars _— Krishn P._ [Read full review](https://www.g2.com/survey_responses/luru-ai-sdr-review-10380737) ### [Letterdrop](https://www.g2.com/products/letterdrop/reviews) Letterdrop helps you find warm leads you're missing today. Book meetings with them at 2.8x rate vs cold outreach. How? - Create credible thought leadership instantly from internal conversations and data you already have - Target leads interested in you, competitors, and problems you solve Letterdrop is a great fit for sales-led companies and can help you add $500k to low millions in Closed/Won revenue. **Average Rating:** 4.9/5.0 **Total Reviews:** 11 #### How Do G2 Users Rate Letterdrop? - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.4/10) #### Who Is the Company Behind Letterdrop? - **Seller:** [Letterdrop](https://www.g2.com/sellers/letterdrop) - **Year Founded:** 2021 - **HQ Location:** San Francisco - **Twitter:** @letterdropco 630 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c7f60d22311cd3cb30aa64443da4e4857bd8154f4b54559fd77abccac3e034d0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fletterdrop&secure%5Burl_type%5D=linkedin_company_website) 25 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Computer Software - **Company Size:** 64% Medium, 36% Small #### What Do G2 Reviewers Say About Letterdrop? _AI-generated summary from verified user reviews_ ##### Pros - Users highlight the **ease of use** of Letterdrop, making their content marketing workflows significantly more efficient. - Users value the **efficient content creation** capabilities of Letterdrop, simplifying SEO tasks and enhancing social media marketing efforts. - Users love how Letterdrop's **time-saving features** streamline SEO and content creation, enhancing productivity effortlessly. - Users value the **automatic social distribution** capabilities of Letterdrop, enhancing their reach across multiple marketing channels effortlessly. - Users value the **responsive customer support** of Letterdrop, as their team effectively resolves issues and provides assistance. ##### Cons - Users experience **bugs and lag** in Letterdrop, affecting performance and user experience, despite responsive support from the team. - Users experience **software bugs** that can cause lag, but the responsive support team quickly resolves issues. - Users encounter **poor support** due to bugs that linger despite a responsive team addressing issues relatively quickly. - Users face **software bugs and performance lags** that hinder the smooth operation of Letterdrop's features. - Users experience **technical issues** with lagging workflows and bugs, impacting overall performance and reliability. #### What Are Recent G2 Reviews of Letterdrop? **["Wonderful application for marketing automation"](https://www.g2.com/survey_responses/letterdrop-review-9505020)** **Rating:** 4.5/5.0 stars _— Aashika S._ [Read full review](https://www.g2.com/survey_responses/letterdrop-review-9505020) **["Excellent tool to maximize content marketing efficiency and impact"](https://www.g2.com/survey_responses/letterdrop-review-9248187)** **Rating:** 5.0/5.0 stars _— Susan C._ [Read full review](https://www.g2.com/survey_responses/letterdrop-review-9248187) ### [Mediafly](https://www.g2.com/products/mediafly/reviews) Mediafly is a modular platform providing revenue enablement solutions for large enterprises. Mediafly’s content management, buyer and partner engagement, account and revenue intelligence, sales readiness, and value selling solutions make up the most comprehensive revenue enablement platform on the market. Mediafly is the only vendor to effectively combine enablement and intelligence in a unified platform. All of our solutions include industry-leading, self-serve analytics. Mediafly is built on top of a revenue BI solution — if you can explain it in words, we can report on it and help you act on it. A lot of solutions trap the data — we want to help you extend its value. That’s how Mediafly uniquely connects enablement with intelligence. Mediafly is used daily by top B2B go-to-market teams to engage buyers, prepare sellers, quantify and communicate value, and continuously optimize sales force performance. Mediafly is trusted by a vast network of sales, marketing, customer success, enablement, and operations professionals at global organizations including Nestlé, ADP, Conagra, Intuit, Heineken, Sealed Air, Sony and NVIDIA. “Mediafly is a good fit for chief revenue officers and chief sales officers in technology, consumer packaged goods (CPG), media, manufacturing, healthcare, and financial services that want to deliver highly engaging, value-focused content to buyers and gain holistic insights into buyer-seller interactions.” The Forrester Wave™: Sales Content Solutions, Q4 2022 **Average Rating:** 4.4/5.0 **Total Reviews:** 1,313 #### How Do G2 Users Rate Mediafly? - **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:** 9.0/10 (Category avg: 8.6/10) - **Coaching :** 9.1/10 (Category avg: 8.4/10) #### Who Is the Company Behind Mediafly? - **Seller:** [Mediafly, Inc](https://www.g2.com/sellers/mediafly-inc) - **Year Founded:** 2006 - **HQ Location:** Chicago, IL - **Twitter:** @Mediafly 2,543 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8c18f14d4519652b2b2b5b4d5eeda1b4f241b3e6df5a213be37ea61daa518c6a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1468444%2F&secure%5Burl_type%5D=linkedin_company_website) 138 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Account Executive, Sales Operations Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 59% Medium, 23% Large #### What Do G2 Reviewers Say About Mediafly? _AI-generated summary from verified user reviews_ ##### Pros - Users find Mediafly's **ease of use** invaluable, allowing quick access and organization of sales tools effortlessly. - Users find Mediafly to be **extremely helpful** for sharing information and tracking client engagement effectively. - Users value the **sharing ease** of Mediafly, facilitating secure information dispersal and tracking customer engagement effectively. - Users value the **easy sharing** of documents and insights, streamlining collaboration and improving client engagement. - Users love the **clean and intuitive user interface** of Mediafly, enhancing their data monitoring and reporting capabilities. ##### Cons - Users find the **missing features** in Mediafly limiting, lacking customization options and flexibility in analytics and search functions. - Users note a **steep learning curve** with Mediafly, making initial navigation and usability frustrating and inconsistent. - Users find the **navigation unintuitive** , struggling with the interface and search functionality across different platforms. - Users experience **slow loading** times for uploads and document openings, impacting overall efficiency and satisfaction. - Users are frustrated with the **slow performance** of Mediafly, particularly in file processing and document opening times. #### What Are Recent G2 Reviews of Mediafly? **["Sharing with clients made easy"](https://www.g2.com/survey_responses/mediafly-review-10761880)** **Rating:** 4.0/5.0 stars _— Katie B._ [Read full review](https://www.g2.com/survey_responses/mediafly-review-10761880) **["I love Mediafly for Easy Sales!"](https://www.g2.com/survey_responses/mediafly-review-10282198)** **Rating:** 5.0/5.0 stars _— Jen R._ [Read full review](https://www.g2.com/survey_responses/mediafly-review-10282198) ### [Otter.ai](https://www.g2.com/products/otter-ai/reviews) Otter.ai is the leading AI Meeting Assistant that helps sales, marketing, product, finance, operations design, customer success, customer support and cross functional teams automatically record, transcribe, and summarize all their meetings, making it easy to recall action items and easily share key insights. Otter integrates with leading video conference platforms, including Zoom, Microsoft Teams, and Google Meet, to automatically join and generate meeting notes. Otter AI Chat is like having ChatGPT for your meetings, it allows meeting participants to ask Otter questions about the meeting, including “what did I miss”, or “write a follow-up email to all participants”. Otter offers iOS and Android Apps to make it easy to record and transcribe in-person meetings. Otter also allows users to import and transcribe pre-recorded audio and video files. Designed specifically for the workflow of sales teams, OtterPilot for Sales shortens sales cycles by capturing critical information in real-time and automating follow-up emails and sentiment analysis. OtterPilot for Sales integrates with Salesforce and Hubspot to help automate call reporting. Improve win rates by sharing best practices and coaching reps based on data-driven insights. Boost productivity and free up time by automating tedious tasks like note-taking and data entry so SDRs, Sale Reps, Account Executives, Customer Success Managers, Sales Leaders and CROs can focus all of their attention on the customer and closing more deals. Otter.ai has over 15 million registered users and has transcribed over a billion meetings. Otter was named a top AI App by The Wall Street Journal in June 2023. **Average Rating:** 4.4/5.0 **Total Reviews:** 498 #### How Do G2 Users Rate Otter.ai? - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.4/10) - **Peformance Tracking:** 6.8/10 (Category avg: 8.5/10) - **Integrations / APIs:** 7.6/10 (Category avg: 8.6/10) - **Coaching :** 6.6/10 (Category avg: 8.4/10) #### Who Is the Company Behind Otter.ai? - **Seller:** [Otter.ai](https://www.g2.com/sellers/otter-ai) - **Company Website:** otter.ai - **HQ Location:** Mountain View, California - **Twitter:** @otter\_ai 17,074 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4d7cf63698d850ec5f00e57a8e5c58280f4f621c4ee2cf05bd271c2460181b71&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F35593855%2F&secure%5Burl_type%5D=linkedin_company_website) 282 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO, Account Executive - **Top Industries:** Computer Software, Marketing and Advertising - **Company Size:** 70% Small, 20% Medium #### What Do G2 Reviewers Say About Otter.ai? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Otter.ai, enabling seamless transcription and effective summarization of discussions. - Users appreciate the **helpfulness** of Otter.ai for effortless note-taking and easy access to meeting summaries. - Users value the **high accuracy** of Otter.ai, appreciating its 95% accurate transcripts and speaker recognition capabilities. - Users appreciate the **quick and accurate transcription** provided by Otter.ai, enhancing productivity and collaboration in meetings. - Users value the **organized meeting summaries** of Otter.ai that enhance clarity and accessibility of key points. ##### Cons - Users face **recording issues** with agent participation confusion and occasional transcription failures, leading to manual recordings instead. - Users experience **accuracy issues** with Otter.ai, especially with accents, background noise, and overlapping conversations. - Users report **inaccuracy issues** with Otter.ai, especially with quick speech, heavy accents, and multiple speakers. - Users encounter **AI inaccuracy** with Otter.ai, especially with accents, background noise, and multiple speakers, affecting transcript quality. - Users note **missing features** in Otter.ai, especially regarding post-meeting summaries and speaker identification reliability. #### What Are Recent G2 Reviews of Otter.ai? **["A Great Time-Saving Tool for Automated Meeting Notes and Summaries with Otter.ai"](https://www.g2.com/survey_responses/otter-ai-review-13136196)** **Rating:** 5.0/5.0 stars _— Kayreal P._ [Read full review](https://www.g2.com/survey_responses/otter-ai-review-13136196) **["Effortless Meeting Notes with Searchable Transcripts and Action Items"](https://www.g2.com/survey_responses/otter-ai-review-13040224)** **Rating:** 5.0/5.0 stars _— Muzammil M._ [Read full review](https://www.g2.com/survey_responses/otter-ai-review-13040224) #### What Are G2 Users Discussing About Otter.ai? - [What is Otter.ai used for?](https://www.g2.com/discussions/what-is-otter-ai-used-for) - 2 comments, 1 upvote - [How good is Otter AI?](https://www.g2.com/discussions/how-good-is-otter-ai) - [How do you transcribe on Otter AI?](https://www.g2.com/discussions/how-do-you-transcribe-on-otter-ai) - 1 comment, 1 upvote - [Does Otter AI work with Microsoft teams?](https://www.g2.com/discussions/does-otter-ai-work-with-microsoft-teams) - 1 comment, 1 upvote - [What does otter AI do?](https://www.g2.com/discussions/what-does-otter-ai-do) - 2 comments, 1 upvote ### [xiQ](https://www.g2.com/products/xiq/reviews) xiQ’s Personality-driven Sales and Marketing Platform™ combines neuroscience, psychology, and AI to understand the buyers’ mindset and the factors that influence their purchasing decisions. Our award-winning, proprietary AI platform delivers personality insights, comprehensive account intelligence, and real-time, curated content right to your team’s fingertips so they can build trust and close deals faster. ​ Our large enterprise customers have engaged their audiences 10x better as compared to traditional marketing channels, saved thousands of hours of research time, and achieved up to 24% higher close win rates. ​ ​ Key capabilities of xiQ’s proprietary AI-powered platform: ​ \* Personality-driven insights for one-to-one sales playbooks ​ \* SmartSourced Content™ that drives 10x engagement​ \* First-party intent data and advanced analytics to individualize every interaction​ \* Instasites (microsites designed for individualized experiences) ​ \* Comprehensive all-in-one company profiles compiled in seconds ​ \* Sales triggers and real-time alerts direct to your inbox ​ \* Outlook, Salesforce, MS Teams, and social media integration ​ ​ Experience xiQ at xiQinc.com. **Average Rating:** 4.4/5.0 **Total Reviews:** 364 #### How Do G2 Users Rate xiQ? - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.4/10) - **Peformance Tracking:** 8.4/10 (Category avg: 8.5/10) - **Integrations / APIs:** 8.4/10 (Category avg: 8.6/10) - **Coaching :** 8.1/10 (Category avg: 8.4/10) #### Who Is the Company Behind xiQ? - **Seller:** [xiQ, Inc.](https://www.g2.com/sellers/xiq-inc) - **Year Founded:** 2018 - **HQ Location:** Redwood City, CA - **Twitter:** @xiqinc 1,647 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=94ef225dbab018850efd7bc82e8ecbbb1dedf3da8b7ccb652b2def0f0a5d6215&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3808413%2F&secure%5Burl_type%5D=linkedin_company_website) 62 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Student, Server - **Top Industries:** Higher Education, Marketing and Advertising - **Company Size:** 66% Small, 13% Medium #### What Do G2 Reviewers Say About xiQ? _AI-generated summary from verified user reviews_ ##### Pros - Users find xiQ's **personality insights** invaluable for personalizing communications and improving prospect engagement. - Users find xIQ's **lead generation insights** invaluable for customizing outreach and improving communication with potential clients. - Users find xiQ to be **very easy to use** and beginner-friendly, enhancing their ability to analyze companies intuitively. - Users highlight the **personalized insights** from xiQ that enhance lead engagement and communication strategy effectiveness. - Users value xiQ for its **AI-driven insights and real-time buyer intelligence** , enabling personalized and impactful outreach strategies. ##### Cons - Users are frustrated by the **lack of information** in xiQ, making it difficult to find necessary company details. - Users find the **learning curve steep** , struggling with navigation and initial setup of xiQ. - Users experience a **steep learning curve** with xiQ, making it challenging to navigate and utilize effectively at first. - Users find the **complexity of the instructions** frustrating, often feeling overwhelmed and confused by the crowded UI. - Users find xiQ **difficult to navigate** , struggling to locate information and requiring simplification of certain features. #### What Are Recent G2 Reviews of xiQ? **["Revolutionized Our Lead Personalization Efforts"](https://www.g2.com/survey_responses/xiq-review-12710252)** **Rating:** 4.0/5.0 stars _— Sophie S._ [Read full review](https://www.g2.com/survey_responses/xiq-review-12710252) **["Effortless Email Tone Customization"](https://www.g2.com/survey_responses/xiq-review-12709962)** **Rating:** 4.0/5.0 stars _— Christian S._ [Read full review](https://www.g2.com/survey_responses/xiq-review-12709962) #### What Are G2 Users Discussing About xiQ? - [What is xiQ used for?](https://www.g2.com/discussions/what-is-xiq-used-for) ### [Zoho Zia](https://www.g2.com/products/zoho-zia/reviews) The conversational AI sales assistant. Zia analyzes the data each rep enters and the tasks they complete every day to predict the outcome of sales activities. Zia also offers solutions to complete these activities smarter and faster. Ask Zia for any information from your CRM database by calling or chatting with her. Stay on top of every activity with your new sales assistant. **Average Rating:** 4.0/5.0 **Total Reviews:** 26 #### How Do G2 Users Rate Zoho Zia? - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.4/10) - **Peformance Tracking:** 7.8/10 (Category avg: 8.5/10) - **Integrations / APIs:** 7.6/10 (Category avg: 8.6/10) - **Coaching :** 7.5/10 (Category avg: 8.4/10) #### Who Is the Company Behind Zoho Zia? - **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? - **Company Size:** 67% Small, 30% Medium #### What Are Recent G2 Reviews of Zoho Zia? **["Zoho Zia is AI powered"](https://www.g2.com/survey_responses/zoho-zia-review-8193333)** **Rating:** 5.0/5.0 stars _— Irica May T._ [Read full review](https://www.g2.com/survey_responses/zoho-zia-review-8193333) **["Zoho Zia - A Game-Changer in AI-Powered Business Solutions"](https://www.g2.com/survey_responses/zoho-zia-review-8234620)** **Rating:** 5.0/5.0 stars _— Irshad P._ [Read full review](https://www.g2.com/survey_responses/zoho-zia-review-8234620) ### [Poggio](https://www.g2.com/products/poggio/reviews) Poggio is the Revenue AI Platform that powers seller and agent success. Poggio delivers real-time customer intelligence to sellers and agents where they work, in Slack, Salesforce, and Agentforce. Poggio unifies data from Salesforce, Gong, and other revenue tech stack tools with intel from thousands of external sources to bring 'inside out' and 'outside in' data together for the most comprehensive view of the customer. Poggio agents create tailored Points of View (POVs) for every account, identifying the stakeholders that matter, their priorities and challenges, and how your solutions solve them. Poggio agents use those POVs to prioritize your opportunities, build and maintain account plans, and guide seller and agent action to close bigger deals, faster. Poggio applies your company’s value framework, positioning and messaging, case studies, battle cards, and more to position your sellers to speak in the customer’s language, confidently lead with value, and attach to the customer’s top priority so they buy, buy your solution, and buy it now. Revenue leaders can push Poggio intelligence direct to sellers in Slack and Salesforce, while sellers can engage with Poggio's Superagent on demand to get account guidance without ever leaving the conversation. Poggio provides agents with the context needed to take the right action on every account, positioning sellers and agents to work together from a unified view of the customer to deliver a consistent, world-class experience. Enterprise grade and delivered at scale, Poggio is trusted by large global revenue teams. Poggio’s platform is easily configurable to map to an your unique GTM motion with uncompromising security, privacy, and compliance that meet the most rigorous enterprise requirements. Learn more at poggio.io. **Average Rating:** 5.0/5.0 **Total Reviews:** 40 #### How Do G2 Users Rate Poggio? - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.4/10) - **Peformance Tracking:** 6.7/10 (Category avg: 8.5/10) - **Integrations / APIs:** 7.7/10 (Category avg: 8.6/10) - **Coaching :** 7.1/10 (Category avg: 8.4/10) #### Who Is the Company Behind Poggio? - **Seller:** [Poggio](https://www.g2.com/sellers/poggio) - **Year Founded:** 2021 - **HQ Location:** San Francisco, US - **Twitter:** @poggio\_labs 655 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=aed114afe08cee26e170d8bd9026a609974d7809938d6754fa9325e620e189e7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpoggio-labs%2F&secure%5Burl_type%5D=linkedin_company_website) 18 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Account Executive - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 55% Large, 25% Medium #### What Do G2 Reviewers Say About Poggio? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **massive time savings** from Poggio, allowing more focus on customer engagement and strategic tasks. - Users appreciate the **time-saving insights** from Poggio, enhancing their daily workflows and preparation for client meetings. - Users appreciate the **ease of use** and time savings Poggio provides for quick, effective onboarding and support. - Users find Poggio to be a **crucial tool for lead generation** , enhancing their understanding and preparation for meetings. - Users value Poggio for its **quick and accurate research capabilities** , significantly enhancing meeting preparation and outreach efficiency. ##### Cons - Users experience a **steep learning curve** with Poggio, requiring time and effort for effective implementation and training. - Users desire improved **export features** in Poggio, as current options lead to inefficiency and redundancy. - Users find the **difficult setup** of Poggio requires significant effort to align with their specific sales strategies. - Users report **inaccuracy** in Poggio, often requiring them to verify information to avoid errors. - Users experience **inaccurate data** with Poggio, requiring them to verify sources for reliability. #### What Are Recent G2 Reviews of Poggio? **["A Major Time-Saver for Daily Workflow and Account Research"](https://www.g2.com/survey_responses/poggio-review-13183732)** **Rating:** 5.0/5.0 stars _— Neil K._ [Read full review](https://www.g2.com/survey_responses/poggio-review-13183732) **["Streamlined Account Planning with Useful Features"](https://www.g2.com/survey_responses/poggio-review-12052048)** **Rating:** 4.5/5.0 stars _— Srikeerthi B._ [Read full review](https://www.g2.com/survey_responses/poggio-review-12052048) - [‹ Prev‹ Prev](/categories/ai-sales-assistant?open_modal_url=%2Fproducts%2Funique%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fai-sales-assistant%26source%3Dcategory&order=g2_score&page=6#product-list) - [1](/categories/ai-sales-assistant?open_modal_url=%2Fproducts%2Funique%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fai-sales-assistant%26source%3Dcategory&order=g2_score#product-list) - [2](/categories/ai-sales-assistant?open_modal_url=%2Fproducts%2Funique%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fai-sales-assistant%26source%3Dcategory&order=g2_score&page=2#product-list) - [3](/categories/ai-sales-assistant?open_modal_url=%2Fproducts%2Funique%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fai-sales-assistant%26source%3Dcategory&order=g2_score&page=3#product-list) - [4](/categories/ai-sales-assistant?open_modal_url=%2Fproducts%2Funique%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fai-sales-assistant%26source%3Dcategory&order=g2_score&page=4#product-list) - [5](/categories/ai-sales-assistant?open_modal_url=%2Fproducts%2Funique%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fai-sales-assistant%26source%3Dcategory&order=g2_score&page=5#product-list) - [6](/categories/ai-sales-assistant?open_modal_url=%2Fproducts%2Funique%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fai-sales-assistant%26source%3Dcategory&order=g2_score&page=6#product-list) - 7 - [8](/categories/ai-sales-assistant?open_modal_url=%2Fproducts%2Funique%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fai-sales-assistant%26source%3Dcategory&order=g2_score&page=8#product-list) - [9](/categories/ai-sales-assistant?open_modal_url=%2Fproducts%2Funique%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fai-sales-assistant%26source%3Dcategory&order=g2_score&page=9#product-list) - [10](/categories/ai-sales-assistant?open_modal_url=%2Fproducts%2Funique%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fai-sales-assistant%26source%3Dcategory&order=g2_score&page=10#product-list) - [11](/categories/ai-sales-assistant?open_modal_url=%2Fproducts%2Funique%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fai-sales-assistant%26source%3Dcategory&order=g2_score&page=11#product-list) - … - [42](/categories/ai-sales-assistant?open_modal_url=%2Fproducts%2Funique%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fai-sales-assistant%26source%3Dcategory&order=g2_score&page=42#product-list) - [43](/categories/ai-sales-assistant?open_modal_url=%2Fproducts%2Funique%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fai-sales-assistant%26source%3Dcategory&order=g2_score&page=43#product-list) - [Next ›Next ›](/categories/ai-sales-assistant?open_modal_url=%2Fproducts%2Funique%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fai-sales-assistant%26source%3Dcategory&order=g2_score&page=8#product-list) Spotlight Categories [Employer of Record (EOR) Software](https://www.g2.com/categories/employer-of-record-eor) [Product Information Management (PIM) Systems](https://www.g2.com/categories/product-information-management-pim) [Influencer Marketing Platforms](https://www.g2.com/categories/influencer-marketing-platforms) [Purchasing Software](https://www.g2.com/categories/purchasing-software) [Relational Databases](https://www.g2.com/categories/relational-databases) Similar Categories - [CRM](/categories/crm) - [Sales Compensation](/categories/sales-compensation) - [Auto Dialer](/categories/auto-dialer) - [Contract Analytics](/categories/contract-analytics) - [Contract Lifecycle Management (CLM)](/categories/contract-lifecycle-management-clm) - [Contract Management](/categories/contract-management) - [Customer Revenue Optimization](/categories/customer-revenue-optimization) - [E-Signature](/categories/e-signature) - [Field Sales](/categories/field-sales) - [Other Sales](/categories/other-sales) - [Partnerships Management](/categories/partnerships-management) - [PreSales](/categories/presales) - [Quote Management](/categories/quote-management) - [Revenue AI Platforms](/categories/revenue-ai-platforms) - [Revenue Operations & Intelligence (RO&I)](/categories/revenue-operations-intelligence-ro-i) [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