Best AI Sales Assistant Software - Page 9

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What problems does CallRail solve as a AI Sales Assistant?

CallRail as an AI Sales Assistant primarily helps businesses capture and follow up on missed or after-hours calls, automate lead qualification, and streamline call tracking and analysis. Reviewers highlight that the AI assistant can handle calls when staff are unavailable, ensuring that potential clients are not lost and that key information is collected automatically, which is especially valuable for small businesses with limited resources. The platform’s AI-driven call summaries and conversation intelligence also save time by making it easier to review and act on call outcomes. However, some users note that managing multiple phone numbers for different business units requires separate plans, which can add complexity for organizations with more than one brand or location.

What AI Sales Assistant features does CallRail offer?

CallRail offers native AI Sales Assistant features including lead follow-up, AI text generation and summarization, and autonomous task execution, with additional support for lead qualification, multi-step planning, and cross-system integration. Reviewers specifically mention the value of AI-powered call summaries, sentiment analysis, and coaching tools for improving sales calls and saving time, as well as the ease of tagging calls and tracking marketing effectiveness. While the platform supports a wide range of features, some reviewers point out that CRM integrations are not as seamless as desired and may require manual effort or dual logins.

How easy is CallRail to set up, use, and get support for?

CallRail scores 9.4 for ease of use, ease of setup, and ease of admin, with reviewers describing the platform as user-friendly, intuitive, and quick to get started with, even for those who are not tech-savvy. Users appreciate the straightforward setup process and the ability to easily monitor call effectiveness and track marketing campaigns, with several noting that the dashboard is accessible and support is responsive. The lowest score among these dimensions is meets requirements at 9.1, which is only slightly lower and typically relates to integration or advanced feature needs rather than core usability.

What does CallRail integrate with for AI Sales Assistant workflows?

CallRail integrates most notably with HubSpot, which reviewers mention for pushing call transcripts and managing campaign tracking. Additional integrations used in AI Sales Assistant workflows include Google Ads for conversion tracking and Salesforce for CRM data syncing, with other options like Slack and Zapier also available. While the breadth of integrations is extensive, several reviewers report friction when connecting CallRail to their CRM systems, citing the need for manual logins or more handholding during setup, and some express a desire for more native CRM integrations.

How much does CallRail cost?

CallRail’s entry-level pricing starts at $55 per month for the Lead Tracking tier, with a tiered monthly model that scales up to $215 for the Lead Conversion Complete plan, unlocking features like call summaries, sentiment analysis, coaching tools, and multi-touch CPL reporting. Each tier adds more advanced tracking, analytics, and AI-driven conversation intelligence, with reviewers noting that the service is affordable compared to some alternatives and delivers value for the features offered. However, some users caution that costs can add up quickly if multiple numbers or advanced features are needed, particularly for businesses managing several brands or locations.

Updated August 2026.

How Many AI Sales Assistant Software Products Does G2 Track?

Total Products under this Category: 760

Category Stats (Sep 2026)

  • Average Rating: 4.64/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Pintel.ai (+12.5%) - Among all products in this category, Pintel.ai recorded the largest rating increase compared to last month

Last updated: September 01, 2026

How Does G2 Rank AI Sales Assistant Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 173,000+ Authentic Reviews
  • 760+ Products
  • Unbiased Rankings

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

G2 Grid® for AI Sales Assistant Software

G2 Grid® for AI Sales Assistant Software plotting products by satisfaction and market presence

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

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=gtm-workspace-powered-by-zoominfo&focus%5B%5D=fathom-video&focus%5B%5D=apollo-io)

HeySam

Sam is Gong rebuilt: AI-first, Slack-native, backing you up live on calls—and off them—with "tribal knowledge" learned from shadowing your best teammates AI-first? Sam turns calls, emails, and Slack into notes, video summaries, prospect briefs, and CRM updates—no manual work necessary Slack-native? Sam not only delivers this intelligence in Slack, it also lets you "chat with your transcripts" without leaving Slack On-call backup? Sam learns your product, positioning, and objection handling by shadowing your best reps. Use it to support reps in live calls, so every rep can perform at the level of your best Outside-call support? Deploy Sam in Slack to ramp up teammates, in Google Sheets to assist Sales Engineers fill RFPs, or as an "Ask AI" bot on your docs and community to guide customers

Average Rating: 4.9/5.0

Total Reviews: 11

How Do G2 Users Rate HeySam?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.4/10)
  • Peformance Tracking: 7.9/10 (Category avg: 8.5/10)
  • Integrations / APIs: 9.0/10 (Category avg: 8.6/10)
  • Coaching : 9.0/10 (Category avg: 8.4/10)

Who Is the Company Behind HeySam?

  • Seller: HeySam
  • Year Founded: 2023
  • HQ Location: San Mateo, US
  • LinkedIn® Page: www.linkedin.com
    5 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 45% Small, 27% Large

What Do G2 Reviewers Say About HeySam?

AI-generated summary from verified user reviews

Pros
  • Users highlight the intuitive Slack integration and AI, enabling quick access to information without tool switching.
  • Users value the ease of use of HeySam, finding it intuitive and efficient for various workflows.
  • Users praise HeySam for its accurate answers, significantly enhancing team efficiency and streamlining workflows during calls.
  • Users value the intuitive Slack integration and AI of HeySam, enhancing efficiency and ensuring accurate, quick responses.
  • Users praise HeySam for its time-saving efficiency, enabling quick access to information without disrupting workflow.
Cons
  • Users find HeySam can be confusing with multiple products, though customization helps to alleviate the issue.
  • Users experience inaccurate responses from HeySam, leading to occasional mismatches with LinkedIn profiles without a fix available.
  • Users express a desire for desktop recording support, highlighting a significant limitation in HeySam's functionality.

What Are Recent G2 Reviews of HeySam?

Athean

Athean is the OS for modern sales teams. From automated account research and relationship summaries, to multi-step workflows and hyper-personalized outreach, Athean is the all-in-one solution designed to improve engagement rates and build the most competitive sales teams. Over 10M call scripts, personalized emails, and LinkedIn messages have been delivered with Athean. Go to athean.com to walk through the product and schedule a demo.

Average Rating: 5.0/5.0

Total Reviews: 25

How Do G2 Users Rate Athean?

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

Who Is the Company Behind Athean?

  • Seller: Athean
  • Year Founded: 2024
  • HQ Location: San Francisco, CA
  • LinkedIn® Page: www.linkedin.com
    3 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive
  • Top Industries: Security and Investigations, Computer Software
  • Company Size: 92% Large, 8% Medium

What Do G2 Reviewers Say About Athean?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use, allowing for a seamless experience without the need for training.
  • Users appreciate Athean for its super easy prospecting and messaging capabilities, enhancing efficiency and organization.
  • Users value the automation capabilities of Athean, streamlining outreach and making prospecting efficient and enjoyable.
  • Users find Athean highly effective for prospecting, simplifying processes and enhancing productivity through intelligent features.
  • Users value the seamless CRM integration of Athean, enhancing efficiency in finding and managing prospects.
Cons
  • Users express concern about data inaccuracy, highlighting issues with missing main phone numbers and irrelevant references.
  • Users note the inaccuracy in references, suggesting a need for more relevant and quality data improvement.
  • Users experience a learning curve with Athean as features shift and the interface evolves frequently.
  • Users note the missing features in Athean, limiting visibility for management and overall outreach tracking.
  • Users express concern over the missing information regarding the main phone number and relevancy of references.

What Are Recent G2 Reviews of Athean?

Willow

Willow automates the work created following every customer call, giving back an average of 5 hours per week. Get; 1. Pre-call prep done for you: Summary of previous conversations and people you've met before every call 2. Transcripts turned into shareable recaps: What you heard, how you solve it, next steps 3. Follow-up actions done for you: Emails written, docs and links shared, next meeting booked 4. CRM updated: Push contacts, notes and tasks into the CRM so your data is always up-to-date If your biggest pain is your sales reps drowning in admin after every call, you have deals slipping because follow-ups are missed or your CRM data is incomplete — Willow is built for you. Used by sales, support and customer success pros to boost productivity and spend more time on revenue-driving pursuits.

Average Rating: 5.0/5.0

Total Reviews: 12

How Do G2 Users Rate Willow?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.4/10)
  • Peformance Tracking: 9.2/10 (Category avg: 8.5/10)
  • Integrations / APIs: 9.8/10 (Category avg: 8.6/10)
  • Coaching : 9.2/10 (Category avg: 8.4/10)

Who Is the Company Behind Willow?

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 75% Small, 25% Medium

What Do G2 Reviewers Say About Willow?

AI-generated summary from verified user reviews

Pros
  • Users highlight the time-saving benefits of Willow, enabling faster follow-ups and more efficient workflows.
  • Users value the automation capabilities of Willow, significantly reducing time spent on sales admin tasks and follow-ups.
  • Users find Willow to be incredibly helpful, significantly reducing follow-up times and streamlining the sales process.
  • Users praise Willow for its accuracy in handling call transcripts, streamlining sales processes and follow-ups effectively.
  • Users find the pre-call prep analysis invaluable, providing a helpful recap of previous conversations.
Cons
  • Users note the AI's limited understanding of individual writing styles, requiring extra checks for accuracy in communication.
  • Users desire deeper integrations with tools like Slack or Gong for a smoother experience across teams with Willow.
  • Users note the limited customization of Willow, requiring additional manual updates despite its benefits.

What Are Recent G2 Reviews of Willow?

Drift

Drift is a human-centric, AI-powered buyer engagement platform. A platform that automatically listens, understands and learns from buyers to provide individualized and human experiences at every touchpoint of the buying journey. A platform that not only helps businesses translate conversational data and buyer behavior into deeper customer relationships, more pipeline and revenue, but a platform that completely modernizes the B2B website experience. Drift was built to transform the B2B buying process, and we continue to innovate as that process changes. Our goal is for your teams to not burn hours moving between disparate systems in order to deliver the best possible customer experience, but to spend more time doing what they do best — building pipeline, closing deals and strengthening customer relationships.

Average Rating: 4.4/5.0

Total Reviews: 1,203

How Do G2 Users Rate Drift?

  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 9.4/10)
  • Peformance Tracking: 8.0/10 (Category avg: 8.5/10)
  • Integrations / APIs: 8.3/10 (Category avg: 8.6/10)
  • Coaching : 7.8/10 (Category avg: 8.4/10)

Who Is the Company Behind Drift?

  • Seller: Salesloft
  • Company Website:
  • Year Founded: 2011
  • HQ Location: Atlanta, GA
  • Twitter: @Salesloft
    18,437 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,098 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Sales Development Representative, Business Development Representative
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 51% Medium, 27% Small

What Do G2 Reviewers Say About Drift?

AI-generated summary from verified user reviews

Pros
  • Users highlight the ease of use of Drift, enhancing their experience with intuitive interfaces and real-time engagement insights.
  • Users value the 24/7 fast response of Drift, enhancing customer engagement and boosting sales effectively.
  • Users love the intuitive insights of Drift's Prospect Dashboard, enhancing decision-making and identifying high-potential accounts easily.
  • Users value the accurate visitor tracking by Drift, which supports effective prospecting and enhances lead generation.
  • Users value the lead generation capabilities of Drift, enabling insights into engaged prospects for effective outreach.
Cons
  • Users report frustration with chat routing issues and delayed notifications that hinder effective communication with clients.
  • Users find the learning curve challenging, requiring more training to fully utilize Drift's capabilities and features.
  • Users experience notification issues such as delays and blank pages, impacting timely responses and user experience.
  • Users face routing issues with Drift, experiencing misrouted conversations and the need for cumbersome spam filters.
  • Users experience chat issues due to delayed notifications and slow loading times, affecting conversation continuity.

What Are Recent G2 Reviews of Drift?

What Are G2 Users Discussing About Drift?

Autotouch AI

Autotouch AI is a rep-led AI sales engagement platform that helps B2B revenue teams identify the right accounts, prepare them for prospecting, and execute relevant outreach from one connected workspace. Sales teams often rely on separate tools for account lists, research, contact data, sequencing, calling, and task management. Autotouch connects those steps into a single workflow so reps spend less time switching tools and more time having conversations. Teams can use Autotouch to: • Discover new accounts through recurring prospecting and research workflows • Prioritize accounts using configurable ICP criteria and supporting evidence • Automate structured account and buyer research with Research Tables • Find verified work emails and phone numbers through multi-provider waterfall enrichment • Build multichannel sequences across email, calls, LinkedIn, waits, and custom tasks • Generate AI-assisted drafts and call preparation grounded in current account research • Give reps a prioritized task queue with the account, buyer, rationale, and next action together • Call prospects using the built-in sales dialer • Keep relevant enrichment and completed outreach activity visible in the CRM Autotouch Research Tables turn static account lists into structured, actionable workspaces. Teams can define the questions they want answered, apply their own account-scoring criteria, and retain the evidence behind every priority. This helps reps understand not only which accounts to work, but why an account is worth their attention. For contact enrichment, Autotouch checks multiple data providers in sequence instead of relying on a single database. This increases coverage for work emails and phone numbers while retaining provider and verification information. Once an account is ready, teams can build coordinated email, call, and LinkedIn sequences. Research and contact context flow into the rep’s tasks, AI-assisted drafts, and call preparation, reducing the need to reopen tabs or copy research into separate documents. The built-in dialer lets reps complete calls from the same workflow they use to manage the rest of their outreach. Autotouch integrates with Attio, HubSpot, and Salesforce. CRM accounts and contacts can participate in research, prioritization, enrichment, and engagement workflows, while relevant updates and completed activity remain available to the broader revenue team. Unlike autonomous AI SDR products, Autotouch is designed around human sellers. AI prepares the targeting, research, contact data, messaging, and next actions, while reps remain responsible for reviewing the context and owning the conversation. Autotouch is best suited for lean B2B sales and revenue teams that want to consolidate account prioritization, research, enrichment, sequencing, and rep execution without adding more disconnected point solutions.

Average Rating: 5.0/5.0

Total Reviews: 15

How Do G2 Users Rate Autotouch AI?

  • Peformance Tracking: 6.7/10 (Category avg: 8.5/10)

Who Is the Company Behind Autotouch AI?

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 93% Small

What Do G2 Reviewers Say About Autotouch AI?

AI-generated summary from verified user reviews

Pros
  • Users find Autotouch AI super easy to use, making it perfect for smaller teams without unnecessary complexity.
  • Users find Autotouch AI to be super easy to use, perfectly fitting their small team's needs without unnecessary features.

What Are Recent G2 Reviews of Autotouch AI?

Linked Helper

Linked Helper 2 is the safest and powerful LinkedIn automation tool and CRM. Technically is a web-browser (not an extension for web-browsers), which can automate your manual work in LinkedIn. It really repeats human actions without any code injections into LinkedIn page or LinkedIn API calls. LH2 core features: 1. Automates: • Invites or connection requests, • InMails, • Messages to 1st connections, group members or LinkedIn events attendees, • Built-in email finding tool, • Profile visiting and extracting, • Profile Following, • Organizations profile scrapping, • Inviting 1st level connections to LinkedIn Events, • Inviting 1st level connections to your company page in LinkedIn, • Inviting 1st level connections to join LinkedIn group, • Liking and commenting post and articles, • Mention people under your LinkedIn post, • Endorsing skills, • Old invites withdrawing / cancelling, • Automatically accepts incoming invitations, • Collecting people from: LinkedIn, Sales Navigator, Recruiter search pages, group members, post likers or commentators, alumni pages, my network page, sent pending invites, followers page, • Bulk remove unwanted connections. 2. Support drip campaigns with reply detections: for example message sequences with 6 message. 3. Safety, real human actions like mouse clicks and text typing - no API call or code injections into LinkedIn page. 4. Direct advanced integrations with Hubspot, Pipedrive, Close CRM. Integration with other 3rd party systems or CRMs or WebHooks 5. Advanced message template editor that supports a lot of built-in variables, custom variables, smart condiations, attach images, templates gallery. 5. Integration with Snov.io in order to send emails drip campaigns. 6. Built-in CRM 7. Manage multiple LinkedIn accounts

Average Rating: 4.5/5.0

Total Reviews: 142

How Do G2 Users Rate Linked Helper?

  • Has the product been a good partner in doing business?: 9.9/10 (Category avg: 9.4/10)
  • Peformance Tracking: 8.7/10 (Category avg: 8.5/10)
  • Integrations / APIs: 8.0/10 (Category avg: 8.6/10)
  • Coaching : 7.9/10 (Category avg: 8.4/10)

Who Is the Company Behind Linked Helper?

  • Seller: Linkedhelper
  • HQ Location: Wilmington, Delaware
  • Twitter: @LinkedHelper
    132 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO
  • Top Industries: Computer Software, Marketing and Advertising
  • Company Size: 72% Small, 23% Medium

What Do G2 Reviewers Say About Linked Helper?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the responsive customer support of Linked Helper, enhancing their overall experience and satisfaction.
  • Users love how Linked Helper provides time-saving automation, streamlining manual prospecting and boosting lead engagement efficiently.
  • Users value the time-saving automation of Linked Helper, enabling effortless lead management and follow-up processes.
  • Users highlight the time-saving LinkedIn automation features of Linked Helper, enhancing prospecting efficiency and lead generation.
  • Users praise the ease of use of Linked Helper, highlighting its excellent support options and user-friendly design.
Cons
  • Users find Linked Helper a bit complex, particularly for those without a technical background, which can hinder usability.
  • Users mention a learning curve that may pose challenges initially, but overall find the tool effective.
  • Users find the limiting daily likes of 20 posts frustrating and restrictive for engagement on Linked Helper.
  • Users report that the software's slow loading can lead to computer crashes and hinder usability.
  • Users experience slow performance with Linked Helper, causing crashes and excessive strain on their computers.

What Are Recent G2 Reviews of Linked Helper?

What Are G2 Users Discussing About Linked Helper?

DocketAI

Docket is an Agentic Marketing platform designed specifically for modern B2B teams, enabling them to transform their websites into dynamic, on-brand sales engines that operate around the clock. This innovative solution is engineered to engage every visitor, comprehend their intent, qualify leads, and automatically schedule meetings, streamlining the sales process and enhancing overall efficiency. Targeted primarily at B2B marketing and sales teams, DocketAI addresses the challenges of lead generation and customer engagement in a fast-paced digital landscape. With its advanced AI capabilities, the platform not only captures visitor interactions but also analyzes behaviors to provide insights that help teams tailor their outreach strategies. This is particularly beneficial for organizations looking to optimize their sales funnels and maximize conversion rates, as it allows for real-time engagement with potential clients. Key features of DocketAI include seamless integration with various Customer Relationship Management (CRM) systems, which ensures that all lead data is automatically captured and organized for easy access. The platform supports over 40 languages, making it a versatile choice for global teams aiming to connect with diverse audiences. Additionally, DocketAI prioritizes enterprise-grade security, ensuring that sensitive customer information is protected while maintaining compliance with industry standards. One of the standout benefits of DocketAI is its ability to engage buyers the moment they land on a website. By understanding visitor intent and qualifying leads in real-time, the platform enables sales teams to act swiftly, converting potential interest into actionable opportunities before visitors leave the site. This proactive approach not only enhances the customer experience but also drives high-quality pipeline growth. Overall, Docket represents a significant advancement in the realm of B2B marketing solutions, combining cutting-edge AI technology with a user-friendly interface. By automating key aspects of the sales process and providing valuable insights into customer behavior, Docket empowers teams to work more efficiently and effectively, ultimately leading to increased revenue and business growth.

Average Rating: 4.8/5.0

Total Reviews: 55

How Do G2 Users Rate DocketAI?

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

Who Is the Company Behind DocketAI?

  • Seller: Docket
  • Company Website:
  • Year Founded: 2023
  • HQ Location: Washington, Columbia
  • LinkedIn® Page: www.linkedin.com
    72 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 47% Medium, 25% Large

What Do G2 Reviewers Say About DocketAI?

AI-generated summary from verified user reviews

Pros
  • Users rave about the accuracy of DocketAI, delivering quick and precise answers that enhance client interactions.
  • Users love time-saving capabilities of DocketAI, allowing teams to focus on strategic tasks while enhancing productivity.
  • Users love the ease of use of DocketAI, appreciating its quick integration and accurate sales support via Slack.
  • Users appreciate the helpfulness of DocketAI, enhancing knowledge and streamlining collaboration across teams effectively.
  • Users value DocketAI for its efficiency in seamlessly integrating and providing quick, accurate answers to complex inquiries.
Cons
  • Users experience inaccuracy with DocketAI, leading to the need for double-checking responses and complicating decision-making.
  • Users experience occasional AI limitations requiring manual intervention, though support helps alleviate these issues quickly.
  • Users note the variable accuracy based on query complexity, which may impact their overall experience with DocketAI.
  • Users find the learning curve challenging, as more conversational interaction and direct asset integration are desired.
  • Users desire better integration features with tools like Slack and Chrome for enhanced functionality and usability.

What Are Recent G2 Reviews of DocketAI?

Salesmate

Salesmate is an AI-powered Customer Relationship Management (CRM) platform built for mid-market and enterprise teams that need a connected system to run revenue operations at scale. It centralizes customer data, deal pipelines, tasks, and conversations so sales, marketing, support, and revenue operations stay aligned on every account. By bringing execution and visibility into one place, Salesmate reduces operational friction and helps teams move faster from first touch to renewal. Salesmate is designed for organizations scaling across teams, regions, and customer segments - and looking for a CRM that supports structured processes without slowing people down. The platform supports key revenue workflows such as capturing and qualifying leads, managing complex sales cycles, coordinating cross-team handoffs, and tracking performance through reporting and forecasting. Automation through no-code workflows and sequences reduces repetitive work, standardizes best practices, and ensures timely follow-ups without adding unnecessary complexity. A core strength of Salesmate is communication visibility and execution discipline. With seamless email synchronization and tracking, teams can monitor engagement and keep every interaction tied to the right contact, company, and deal. Built-in meeting scheduling improves speed-to-lead and responsiveness, while dashboards and reports give leaders the clarity they need to forecast accurately, identify bottlenecks, and optimize conversion across the funnel. Skara extends Salesmate with CRM-native AI agents that don’t just answer questions - they take action across the customer lifecycle. Skara can engage prospects and customers through real-time conversations, qualify and route inbound leads, book meetings using calendar availability and time-zone logic, and automatically create or update CRM records to keep pipelines clean. Beyond pre-sales, Skara can handle repetitive support requests using knowledge bases, deflect tickets, capture structured data through conversational forms, trigger workflows, assign owners, and escalate complex cases with full context and summaries. For eCommerce and digital-first businesses, Skara also enables conversational commerce use cases such as guided product discovery, answering product and availability questions, handling order status and returns, and capturing high-intent signals that flow directly into the CRM. Together, Salesmate and Skara help mid-market and enterprise organizations operate with greater speed and precision - delivering more qualified conversations, cleaner data, stronger handoffs between teams, and a customer experience that feels responsive and personalized at every stage.

Average Rating: 4.7/5.0

Total Reviews: 115

How Do G2 Users Rate Salesmate?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.4/10)
  • Peformance Tracking: 10.0/10 (Category avg: 8.5/10)
  • Integrations / APIs: 10.0/10 (Category avg: 8.6/10)
  • Coaching : 10.0/10 (Category avg: 8.4/10)

Who Is the Company Behind Salesmate?

  • Seller: Salesmate
  • Company Website:
  • Year Founded: 2016
  • HQ Location: Charlotte, NC
  • Twitter: @SalesmateIO
    2,114 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    29 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner
  • Top Industries: Marketing and Advertising, Computer Software
  • Company Size: 73% Small, 13% Medium

What Do G2 Reviewers Say About Salesmate?

AI-generated summary from verified user reviews

Pros
  • Users commend the quick and helpful customer support from Salesmate, ensuring a seamless experience with the software.
  • Users highlight the ease of use of Salesmate, making it an intuitive choice for managing sales processes.
  • Users love the super clean interface and exceptional customer care of Salesmate, making it highly recommended.
  • Users appreciate the ease of use and excellent support from Salesmate, enhancing their efficiency and confidence with leads.
  • Users love the intuitive user interface of Salesmate, making workflow creation and management straightforward and efficient.
Cons
  • Users find integration issues with Salesmate, particularly with workflow automation and email marketing, frustrating and less effective.
  • Users find the limited features of Salesmate challenging, especially in advanced configurations and integrations.
  • Users find missing features such as limited user access and slow mobile functionality are disappointing for overall usability.
  • Users note a challenging learning curve for advanced configurations, requiring technical support for effective setup and management.
  • Users find Salesmate not intuitive, requiring technical support for advanced configurations and clearer user guidance.

What Are Recent G2 Reviews of Salesmate?

What Are G2 Users Discussing About Salesmate?

Kaddi

Kaddi is the new name for the SalesGRID platform. The product has evolved significantly and now represents a new category of AI-powered execution for enterprise sales teams. Kaddi is an AI-enabled digital twin trained on a company’s sales process, methodology, and content. It unifies deal transcripts, emails, shared files, and CRM data into one context-aware system that helps sales teams execute every step of the sales process with greater clarity, consistency, and speed. The platform includes: • Kaddi Control Centre for defining sales stages, plays, content, and methodology • Deals for capturing all deal content, analysing buyer sentiment, tracking next steps, and generating emails, summaries, and proposals • Library for managing sales content and powering retrieval-augmented AI responses • Integrations with Salesforce, Gmail, Google Drive, and Zoom • AI-powered support for meeting preparation, follow-ups, requirements gathering, content tailoring, and next-best actions * integration with Google Workspace for auto generating buyer ready slide decks, sheets and documents Kaddi helps sales teams maximise every step in the sales process by providing context-aware execution - not just test outputa. It is a direct, evolved continuation of the SalesGRID product and replaces the previous branding.

Average Rating: 4.9/5.0

Total Reviews: 23

How Do G2 Users Rate Kaddi?

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

Who Is the Company Behind Kaddi?

  • Seller: Kaddi
  • Year Founded: 2025
  • HQ Location: Melbourne, AU
  • Twitter: @Sales_GRID
    12 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    4 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive
  • Top Industries: Computer Software
  • Company Size: 87% Medium, 4% Small

What Do G2 Reviewers Say About Kaddi?

AI-generated summary from verified user reviews

Pros
  • Users commend Kaddi for its ease of use, making content management and navigation effortless and efficient.
  • Users commend the excellent customer support of Kaddi, noting the team's responsiveness and helpfulness.
  • Users find Kaddi's support and features incredibly helpful, enhancing sales effectiveness and making management seamless.
  • Users value the navigation ease of Kaddi, enhancing efficiency and simplifying access to sales content.
  • Users value the easy access to essential content, enhancing sales team effectiveness and support responsiveness.
Cons
  • Users find the layout issues frustrating, suggesting a need for better organization and a contents page.

What Are Recent G2 Reviews of Kaddi?

What Are G2 Users Discussing About Kaddi?

Common Room

Common Room is an AI GTM platform that helps revenue teams — including Sales, Marketing, and RevOps — at mid-market and enterprise B2B companies move from fragmented buyer data to precise, AI-driven execution at scale. Most GTM teams operate on incomplete information, with reps toggling between tools and ops teams manually stitching systems together. Common Room solves this by unifying first-party customer data with real-world buyer signals into a continuously updated system of complete and trusted buyer intelligence, powered by Context360 (AI identity resolution) and AI waterfall enrichment across a 400M+ contact directory. Revenue teams use that intelligence foundation to put AI agents to work across core GTM workflows — prioritizing the right accounts, researching contacts, mapping stakeholders, and personalizing outreach based on real buyer context. A configurable Revenue Control Plane gives revenue architects enterprise-grade governance, permissioning, and managed integrations to design and scale AI-native GTM workflows across the business. Key capabilities include: -Complete buyer intelligence: Unifies CRM, product, marketing, and engagement signals with real-world buyer activity into a person-level, always up-to-date view of every buyer - AI agents across GTM workflows: Automates account prioritization, contact research, stakeholder mapping, data hygiene, and personalized outreach without adding headcount -Revenue Control Plane: Central governance layer for revenue architects to build, deploy, and scale plays with enterprise-grade controls and fully managed integrations -Embedded workflow activation: Delivers buyer intelligence and AI-guided actions directly inside Slack, email, Salesforce, browser extensions, and AI assistants — no behavior change required -Enterprise-ready at scale: Supports teams of 50 to 1,000+ reps across multiple GTM motions, eliminating the need for GTM engineers, enrichment vendors, or external orchestration tools

Average Rating: 4.5/5.0

Total Reviews: 114

How Do G2 Users Rate Common Room?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.4/10)
  • Peformance Tracking: 5.8/10 (Category avg: 8.5/10)
  • Integrations / APIs: 7.7/10 (Category avg: 8.6/10)
  • Coaching : 5.8/10 (Category avg: 8.4/10)

Who Is the Company Behind Common Room?

  • Seller: Zoom
  • Company Website:
  • Year Founded: 2011
  • HQ Location: San Jose, CA
  • Twitter: @zoom
    1,042,714 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    14,013 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 63% Medium, 26% Small

What Do G2 Reviewers Say About Common Room?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the efficient lead generation capabilities of Common Room, significantly streamlining their outbounding efforts.
  • Users love the time-saving benefits of Common Room, streamlining prospecting and improving efficiency across applications.
  • Users value the effective lead management of Common Room, enabling targeted outreach and better-qualified prospects.
  • Users find Common Room very easy to learn and use, simplifying engagement and integration with existing workflows.
  • Users love how Common Room saves time by optimizing workflows and providing actionable insights effortlessly.
Cons
  • Users find the learning difficulty of Common Room challenging, with complex navigation impacting user experience.
  • Users face a significant learning curve with Common Room, requiring time to fully understand and utilize the platform.
  • Users feel that limited customization restricts analytics and integrations, hindering deeper insights and workflow enhancements.
  • Users note the missing features in Common Room, expressing a need for better tracking and customization options.
  • Users find the steep learning curve of Common Room challenging, particularly for building segments and utilizing integrations.

What Are Recent G2 Reviews of Common Room?

Arrows

Arrows turns the way your best reps sell into a playbook that agents run on every deal. Its agents use context from your CRM, calls, and email to build a living gameplan, prepare follow-ups, update the CRM, refresh sales rooms, and keep deals moving. Reps get finished work to review and approve. Sales leaders get consistent execution across the pipeline. Your team spends less time on admin and prompting AI, and more time selling.

Average Rating: 4.8/5.0

Total Reviews: 48

How Do G2 Users Rate Arrows?

  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 9.4/10)

Who Is the Company Behind Arrows?

  • Seller: Arrows
  • Year Founded: 2018
  • HQ Location: Los Angeles, CA
  • Twitter: @ArrowsHQ
    100 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    19 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 81% Small, 19% Medium

What Do G2 Reviewers Say About Arrows?

AI-generated summary from verified user reviews

Pros
  • Users praise the responsive customer support of Arrows, making setup and training effortlessly smooth and effective.
  • Users love the ease of use of Arrows, noting its simple setup and seamless HubSpot integration.
  • Users appreciate the easy integrations of Arrows, highlighting the seamless HubSpot connection and simple setup.
  • Users praise the easy learning process of Arrows, highlighting its simple setup and effective training capabilities.
  • Users find the easy setup of Arrows helpful, plus the support team is responsive and integration with HubSpot seamless.
Cons
  • Users feel the absence of advanced branching features limits the overall functionality and user experience of Arrows.
  • Users feel the missing advanced branching features hinder their experience and limit potential use cases in Arrows.

What Are Recent G2 Reviews of Arrows?

What Are G2 Users Discussing About Arrows?

Outreach

Outreach, founded in 2014, is the only complete AI Revenue Workflow Platform that helps sales leaders benefit from connected account visibility, performance insights, and higher forecasting accuracy across every GTM team. Outreach infuses agentic AI to power 100s of use cases across sales motions. From new logo prospecting to renewal and expansion, Outreach AI automates workflows and frees sellers to focus on more strategic conversations and actions. Global organizations use Outreach to power their revenue teams, including SAP, Siemens, Snowflake, and Verizon to name a few. To learn more, please visit www.outreach.io.

Average Rating: 4.3/5.0

Total Reviews: 3,503

How Do G2 Users Rate Outreach?

  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 9.4/10)
  • Peformance Tracking: 8.3/10 (Category avg: 8.5/10)
  • Integrations / APIs: 8.1/10 (Category avg: 8.6/10)
  • Coaching : 7.4/10 (Category avg: 8.4/10)

Who Is the Company Behind Outreach?

  • Seller: Outreach
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Seattle, WA
  • Twitter: @outreach_io
    7,689 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,609 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive, Sales Development Representative
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 59% Medium, 22% Large

What Do G2 Reviewers Say About Outreach?

AI-generated summary from verified user reviews

Pros
  • Users find Outreach to be easy to use, simplifying follow-ups and enhancing tracking capabilities for contacts.
  • Users value the automation and sequencing capabilities of Outreach, enhancing efficiency in prospecting and communications.
  • Users appreciate the ease of organization and follow-ups that Outreach provides, streamlining their outreach efforts effectively.
  • Users value the superior user interface of Outreach, enhancing personalized messaging and efficient pipeline management.
  • Users value the seamless integrations of Outreach, enhancing communication management and streamlining workflow significantly.
Cons
  • Users find a lack of in-depth analytics and automation features in Outreach, impacting email performance and functionality.
  • Users find a steep learning curve with Outreach, making it challenging to fully utilize its features effectively.
  • Users find Outreach difficult to navigate due to its numerous options and experience challenges in managing prospects effectively.
  • Users find the limited features of Outreach hinder collaboration and customization, impacting overall usability and experience.
  • Users find the limited customization of Outreach's reporting features to be a significant drawback affecting usability.

What Are Recent G2 Reviews of Outreach?

Trellus - Real-time cold call AI assistant

Trellus is an AI-powered sales co-pilot built for SDR and AE teams that rely on high-volume cold calling. It combines real-time coaching, power/parallel dialing, and AI intelligence to help reps have better conversations and book more meetings without changing their existing workflow. Key capabilities include: - Direct integration into CRM and sales engagement platforms - Real-time AI coaching based on live conversation context - Call transcription, summaries, and analytics for performance improvement - AI-powered practice and training simulations - LinkedIn and outbound workflow automation By combining dialing with coaching intelligence, Trellus helps teams ramp faster, improve connect rates, and turn every call into a learning opportunity.

Average Rating: 4.8/5.0

Total Reviews: 18

How Do G2 Users Rate Trellus - Real-time cold call AI assistant?

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

Who Is the Company Behind Trellus - Real-time cold call AI assistant?

  • Seller: Trellus
  • Year Founded: 2022
  • HQ Location: New York, US
  • LinkedIn® Page: www.linkedin.com
    7 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 72% Small, 11% Medium

What Do G2 Reviewers Say About Trellus - Real-time cold call AI assistant?

AI-generated summary from verified user reviews

Pros
  • Users praise the ease of use of Trellus, enjoying seamless integration and straightforward setup with Salesforce.
  • Users love the seamless automation of Trellus, enhancing workflow and productivity without complex setups.
  • Users appreciate the fantastic customer support of Trellus, making implementation straightforward and enhancing overall user experience.
  • Users appreciate the seamless integration of Trellus with Salesforce, streamlining workflows without additional setup hassles.
  • Users appreciate the easy setup of Trellus, seamlessly integrating with Salesforce for a smooth workflow experience.
Cons
  • Users find Trellus to be not cost-effective compared to other tools, despite its benefits and features.
  • Users find Trellus lacking in missing features, suggesting enhancements like SMS messaging for better functionality.

What Are Recent G2 Reviews of Trellus - Real-time cold call AI assistant?

Fellow

Fellow is the only AI meeting assistant built from the ground up with privacy and security at its core. With both bot and botless recording options, Fellow gives teams full control over how meetings are captured — whether through a visible meeting bot or seamless, native recording with no bot required. Every recording, transcript, and summary is protected by enterprise-grade privacy and access controls, ensuring only the right people see the right information. Fellow delivers the most accurate AI meeting notes, transcripts, and summaries — and with Ask Fellow, you can instantly search across all your past meetings to surface key decisions, action items, and context without digging through notes. Leaders at Shopify, Aledade, Vidyard, and HubSpot trust Fellow to save their teams time and money by revolutionizing the way they meet.

Average Rating: 4.7/5.0

Total Reviews: 2,427

How Do G2 Users Rate Fellow?

  • 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: 8.3/10 (Category avg: 8.6/10)
  • Coaching : 9.7/10 (Category avg: 8.4/10)

Who Is the Company Behind Fellow?

Who Uses This Product?

  • Who Uses This: Team Lead, Product Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 38% Medium, 33% Small

What Do G2 Reviewers Say About Fellow?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Fellow, benefiting from its seamless organization and integration features for meetings.
  • Users appreciate the organized meeting notes feature of Fellow, enhancing collaboration and consistency during discussions.
  • Users appreciate the easy note-taking and organizational features of Fellow, enhancing their workflow and team collaboration.
  • Users find the action item tracking in Fellow invaluable for organizing tasks and enhancing meeting effectiveness.
  • Users value the organization features of Fellow, effectively managing meeting notes and action items in one place.
Cons
  • Users experience joining issues with Fellow and wish for compatibility with more meeting platforms.
  • Users find that action item management is cumbersome, leading to overlooked tasks and inefficiencies in tracking responsibilities.
  • Users face issues with calendar integration, limiting functionality and causing missed meetings across different platforms.
  • Users find the template issues frustrating, citing lack of intuitiveness and difficulty in customization for meetings.
  • Users face integration issues with Fellow, limiting its functionality across various meeting platforms and tools.

What Are Recent G2 Reviews of Fellow?

What Are G2 Users Discussing About Fellow?

Matik

Matik automates the creation of presentations, documents, and reports directly from your data, powered by AI you can trust. Pull from dashboards, reports, and data in your BI, CRM, data warehouse and other sources to instantly produce on-brand, insight-rich content in formats you already use today. Matik empowers any team to align messaging, scale best practices, and tell consistent data stories that drive action - faster than ever.

Average Rating: 4.8/5.0

Total Reviews: 56

How Do G2 Users Rate Matik?

  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 9.4/10)

Who Is the Company Behind Matik?

  • Seller: Matik
  • Year Founded: 2019
  • HQ Location: San Francisco, California
  • Twitter: @Matik_io
    241 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    108 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Customer Success Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 68% Medium, 20% Large

What Do G2 Reviewers Say About Matik?

AI-generated summary from verified user reviews

Pros
  • Users find Matik to be a user-friendly tool, enabling efficient reporting and easy data visualization.
  • Users find MATIK to be a significant time-saver, allowing focus on strategic analysis rather than manual data harvesting.
  • Users value MATIK for its efficiency, streamlining data handling and allowing focus on strategic tasks and insights.
  • Users find Matik to be invaluable, significantly reducing manual labor and allowing focus on strategic analysis and recommendations.
  • Users value the unmatched customer support from Matik, noting quick responses and strong partnership in finding solutions.
Cons
  • Users find the inefficient search functionality frustrating, as it complicates finding and managing fields accurately.
  • Users find limitations in template groups and control over shared resources, which hinder usability and maintenance efficiency.
  • Users find the limited customization options of Matik restrict their ability to create presentations efficiently.
  • Users experience technical difficulties with Matik, including buggy features and challenges in navigation and coding accuracy.
  • Users experience admin issues with Matik, facing bugs and difficulties in managing shared resources and database changes.

What Are Recent G2 Reviews of Matik?

What Are G2 Users Discussing About Matik?

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