# Best AI Sales Assistant Software *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* AI sales assistant software helps sales representatives automate routine tasks and gain predictive insights, including lead qualification, follow-up, pipeline management, forecasting, meeting scheduling, and data entry, freeing up time for more complex selling activities through embedded artificial intelligence. ### Core Capabilities of AI Sales Assistant Software To qualify for inclusion in the AI Sales Assistants category, a product must: - Support sales teams by automating basic tasks or providing predictive insights - Utilize embedded artificial intelligence as a main feature ### Common Use Cases for AI Sales Assistant Software Sales and marketing 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 ### How AI Sales Assistant Software Differs from Other Tools AI sales assistants can have broad overlap with [conversational marketing software](https://www.g2.com/categories/conversational-marketing), [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 through embedded AI, working alongside or integrating with [CRM software](https://www.g2.com/categories/crm) to automate the routine operational work that would otherwise consume a salesperson's time. ### Insights from G2 on AI Sales Assistant Software Based on category trends on G2, automated follow-up capabilities and AI-driven pipeline insights stand out as standout features. Increased productivity from reduced manual tasks and faster lead response stand out as primary outcomes of adoption. ## How Many AI Sales Assistant Software Products Does G2 Track? **Total Products under this Category:** 652 ### Category Stats (May 2026) - **Average Rating**: 4.61/5 (↓0.01 vs Apr 2026) - **New Reviews This Quarter**: 602 - **Buyer Segments**: Small-Business 46% │ Mid-Market 39% │ Enterprise 14% - **Top Trending Product**: Trellus - Real-time cold call AI assistant (+0.125) *Last updated: May 18, 2026* ## How Does G2 Rank AI Sales Assistant Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 172,000+ Authentic Reviews - 652+ 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. ## Top AI Sales Assistant Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) | 4.4/5.0 (24,600 reviews) | CRM-native AI inside Salesforce workflows | "[Agentforce Sales: Proactive, Context-Aware Automation with Strong Security and Easy Setup](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12803655)" | | 2 | [Gong](https://www.g2.com/products/gong/reviews) | 4.7/5.0 (6,465 reviews) | Revenue intelligence anchored in call analysis | "[Reliable Call Transcripts That Make Follow-Ups Faster and More Consistent](https://www.g2.com/survey_responses/gong-review-12853224)" | | 3 | [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) | 4.4/5.0 (13,195 reviews) | Structured sales workflows tied to native CRM | "[All-in-One, Intuitive Sales Platform with Powerful Automation and Integrations](https://www.g2.com/survey_responses/hubspot-sales-hub-review-12801170)" | | 4 | [Salesloft](https://www.g2.com/products/salesloft/reviews) | 4.5/5.0 (4,153 reviews) | Multi-channel sales engagement with cadences | "[Boosts Sales Execution with Structured Cadences and CRM-Integrated Insights](https://www.g2.com/survey_responses/salesloft-review-12628860)" | | 5 | [Apollo.io](https://www.g2.com/products/apollo-io/reviews) | 4.7/5.0 (9,323 reviews) | Combined data and engagement platform for outbound | "[Best value B2B prospecting tool on the market today](https://www.g2.com/survey_responses/apollo-io-review-12700971)" | | 6 | [Fathom](https://www.g2.com/products/fathom-video/reviews) | 5.0/5.0 (6,799 reviews) | Accurate AI meeting summaries with effortless setup | "[Fathom has helped to reduce my notetaking by so much.](https://www.g2.com/survey_responses/fathom-review-12509285)" | | 7 | [ZoomInfo Sales](https://www.g2.com/products/zoominfo-sales/reviews) | 4.5/5.0 (8,861 reviews) | Enterprise B2B contact data with AI sales workspace | "[Efficient Lead Search but Canada Data Accuracy Needs Improvement](https://www.g2.com/survey_responses/zoominfo-sales-review-12701810)" | | 8 | [Qualified](https://www.g2.com/products/qualified/reviews) | 4.9/5.0 (1,468 reviews) | AI SDR for inbound pipeline from website visitors | "[Qualified turns our high-intent website traffic into real pipeline](https://www.g2.com/survey_responses/qualified-review-12724502)" | | 9 | [B2B Rocket](https://www.g2.com/products/b2b-rocket/reviews) | 4.8/5.0 (293 reviews) | AI BDR agents for high-volume B2B outbound | "[Clean, Intuitive AI Agent Management with Outstanding Customer Support](https://www.g2.com/survey_responses/b2b-rocket-review-12321268)" | | 10 | [Instantly](https://www.g2.com/products/instantly/reviews) | 4.8/5.0 (4,085 reviews) | Cold email outbound with built-in deliverability | "[Improving Communication Visibility During Supplier Coordination](https://www.g2.com/survey_responses/instantly-review-12812978)" | ## Which AI Sales Assistant Software Is Best for Your Use Case? - **Leader:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - **Highest Performer:** [Substrata](https://www.g2.com/products/substrata-substrata/reviews) - **Easiest to Use:** [Fathom](https://www.g2.com/products/fathom-video/reviews) - **Top Trending:** [Retell AI](https://www.g2.com/products/retell-ai/reviews) - **Best Free Software:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) ## Which Type of AI Sales Assistant Software Tools Are You Looking For? - [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant) *(current)* - [Sales Intelligence Software](https://www.g2.com/categories/sales-intelligence) - [Sales Engagement Software](https://www.g2.com/categories/sales-engagement) - [Conversation Intelligence Software](https://www.g2.com/categories/conversation-intelligence) --- **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=paid_promo&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1389&secure%5Bmedium%5D=sponsored&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%3Fsource%3Dsearch&secure%5Btoken%5D=e9a8d4ec65c6fe029cc0c7057d84ccadf7d867e5fabba10f8f1d6042e5a1ed6f&secure%5Burl%5D=https%3A%2F%2Ffathom.video%2Fpricing&secure%5Burl_type%5D=paid_promos) --- ## Buyer Guide: Key Questions for Choosing AI Sales Assistant Software Software ### What do AI sales assistants do? When I describe AI sales assistants, I explain them as tools that manage outreach, follow-ups, research, and day-to-day sales communication without requiring manual intervention for every step. They can draft emails, analyze intent, prioritize leads, summarize calls, and nudge prospects at the right time. ### Why do businesses use an AI sales assistant? For sales teams, I’ve seen the biggest challenge is the time lost to routine tasks: writing emails, updating records, scheduling meetings, or sorting through notes. AI sales assistants take on that workload and bring more consistency to the outreach process, especially when teams grow or pipelines get crowded. From the G2 reviewer patterns I’ve browsed through, several benefits surface, such as: - Many users report that automated follow-ups significantly reduce leakage in their pipelines. - Reviewers highlight message personalization tools that adapt tone and content to each prospect. - People appreciate call summaries and action extraction, which eliminate hours of manual note-taking. - Several point out that lead scoring and prioritization help them focus on accounts with higher potential. These shared observations show how AI assistants help teams stay organized and maintain strong engagement with prospects. ### Who uses AI sales assistants primarily? On scanning G2 user database, I saw a wide range of teams adopt these tools depending on their sales model: - **SDRs and BDRs** rely on assistants for outbound messaging sequences. - **AEs** use them for meeting prep, summary extraction, and deal tracking. - **Revenue operations teams** standardize workflows and reduce administrative friction. - **Founders and small business owners** needing sales execution without a large team. Each group benefits differently, but all value the assistant’s ability to maintain timely and consistent communication. ### What types of AI sales assistants should I consider? As I analyze the capabilities mentioned in G2 reviews, these tools often fall into distinct types based on what teams need most. - **Outbound-focused assistants** specializing in automated outreach and email generation. - **Conversational intelligence platforms** that handle call summarization, coaching insights, and meeting preparation. - **Pipeline assistants** centered on CRM updates, task automation, and deal reminders. - **Full-cycle sales assistants** that combine outreach, research, conversation analysis, and workflow automation. The right type depends on whether your team prioritizes prospecting, meeting execution, or deal management. ### What are the core features to look for in AI sales assistants? From the G2 patterns I’ve studied, several capabilities consistently define strong platforms: - **Automated outreach** that generates and schedules personalized messages. - **Real-time call analysis** that captures next steps and extracts important details. - **Lead and account insights** powered by data enrichment or intent signals. - **Workflow automation** that handles CRM updates, task creation, and reminders. - **Multi-channel support** across email, chat, voice, and video tools. - **Integrations** with CRMs, support platforms, calendaring systems, and sales engagement tools. These features help ensure the assistant supports the entire sales cycle, not just isolated tasks. ### What trends are shaping AI sales assistants right now? I’ve followed quite a few updates in this space, and the following shifts are becoming more common: - **Context-aware email generation** that adapts to deal stage and prior conversations. - **Live call coaching** powered by real-time transcription and objection detection. - **Automated research** that prepares account summaries and talk tracks before meetings. - **Stronger CRM synchronization** , keeping systems updated without manual input. These developments point to a future where assistants handle more of the execution while reps focus on strategy and relationship building. ### How should I choose an AI sales assistant? For me, the right choice depends on your sales motion, team size, and the systems you already rely on. When a platform fits naturally into your workflow and reliably handles repetitive tasks, it becomes a quiet but powerful driver of sales productivity. ### What are the core features to look for in AI sales assistant software? From the review patterns I evaluated, the most useful features include: - AI-generated personalization that pulls from current company and prospect context. - Multi-channel sequencing across email, LinkedIn, voice, and SMS with reply-aware logic. - Intent detection from website visits, third-party signals, and engagement history. - Deal scoring tied to historical win patterns rather than generic firmographics. - CRM-native integration so updates flow back to Salesforce or HubSpot without manual logging. - Coaching and call-summary features that turn every conversation into a learning artifact. ### What does AI sales assistant software do? I describe AI sales assistants as systems that automate the research, outreach, and follow-up work that used to consume most of a salesperson's day. They generate personalized messages, identify intent signals, score opportunities, and surface next-best actions inside or alongside the CRM. From what I see across reviewer accounts, these tools sit between the prospect database and the rep, doing the heavy lifting on context, sequencing, and timing so reps can focus on the conversations that close deals. ### Why do businesses use AI sales assistant software? When I reviewed sentiment in this category, the consistent driver was throughput. Sales teams cannot manually research, write, and follow up at the volume modern pipelines require. Reps spend hours on logistics for every hour they spend selling, and AI assistants are how teams reverse that ratio. In my evaluation of user experiences, I found the core benefits are: - Reviewers describe AI-drafted emails and LinkedIn messages that sound personal because they pull from real research, not generic templates. - Many appreciate website visitor de-anonymization and intent signals that flag accounts already showing interest. - Users mention pre-call summaries and next-step recommendations that compress prep work from twenty minutes to two. - Several point to deal scoring and forecast accuracy as a way for sales managers to coach against real patterns rather than gut feel. ### Who uses AI sales assistant software primarily? After analyzing reviewer profiles, I found these tools serve every layer of a sales organization: - **SDRs and BDRs** rely on AI for prospecting, sequence personalization, and reply detection. - **Account executives** use deal scoring, account research, and follow-up drafting to manage larger books. - **Sales managers** use forecasting and pipeline visibility to coach reps and call deals with more confidence. - **Revenue operations teams** configure data flows, signals, and automation rules so the AI works against clean inputs. ### What types of AI sales assistant software should I consider? After examining how users characterize these platforms, I categorize AI sales assistants into a few distinct forms: - **Outbound engagement platforms** centered on multi-channel sequences, AI personalization, and reply handling. - **Intent and signal platforms** that identify accounts visiting your site, hiring for relevant roles, or engaging with competitors. - **Conversational AI agents** that handle voice or chat interactions on the rep's behalf. - **CRM-native AI layers** embedded in Salesforce, HubSpot, or similar platforms to extend forecasting, summarization, and recommendations. The right fit depends on whether your priority is volume, signal quality, conversation handling, or CRM unification. ### What trends are shaping AI sales assistant software right now? When I look at what's currently being discussed by reviewers, I observe several significant trends: - **Agentic workflows** are letting AI take actions like booking meetings, updating deals, and triggering follow-ups, not just suggesting them. - **Voice AI quality** has matured noticeably, with reviewers describing natural-sounding outbound calls and discovery agents that handle real conversations. - **Token and credit-based pricing** is drawing more scrutiny, with reviewers describing usage running out faster than they expected mid-campaign. - **Speed-to-lead** has become a category-defining metric, with website-visitor signals feeding outreach within minutes rather than hours. - **Conversation intelligence** is increasingly bundled into the same workflow as outreach, so coaching and prospecting share one platform. ### How should I choose AI sales assistant software? For me, the strongest AI sales tools are the ones that read clean data, write messages worth reading, and update the CRM without nagging reps. When research, outreach, and forecasting share one workflow, AI sales assistants stop being another tab and start operating as a real teammate. --- ## What Are the Top-Rated AI Sales Assistant Software Products in 2026? ### 1. [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 24,600 **Why buyers love it?:** In my review of Agentforce Sales' G2 feedback, the value of automating repetitive sales tasks using AI inside the Salesforce platform stood out. Users credit the platform with handling lead qualification, follow-ups, and data entry so reps focus more on decision-making. Some reviewers mention setup complexity, a learning curve for admins, and pricing that scales quickly with seats and features. It tends to fit established Salesforce customers ready to layer agentic AI on top of existing CRM workflows. ### What Do G2 Reviewers Say About Agentforce Sales (formerly Salesforce Sales Cloud)? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Agentforce Sales, enjoying quick access to all customer information effortlessly. - Users love the **feature-rich capabilities** of Agentforce Sales, enhancing seller productivity and customer engagement. - Users praise **lead management capabilities** of Agentforce Sales, enhancing customer experience and team collaboration. - Users value the **extensive customization options** of Agentforce Sales, tailoring it effectively for unique business needs. - Users value the **extensive customizability** of Agentforce Sales, tailoring it effectively to meet diverse business needs. **Cons:** - Users find the **learning curve steep** due to complex configurations and difficulties in report building for newcomers. - Users find **Salesforce Sales Cloud overly complicated** and time-consuming to set up, especially for smaller teams. - Users find **missing features** like quoting for subscriptions and easy list creation hinder their efficiency in Agentforce Sales. - Users find that **limited features** hinder customization and reporting, requiring time and expertise for effective setup. - Users find the **pricing model prohibitive** , especially for smaller companies, affecting affordability and value perception. #### What Are Recent G2 Reviews of Agentforce Sales (formerly Salesforce Sales Cloud)? **"[Agentforce Sales: Proactive, Context-Aware Automation with Strong Security and Easy Setup](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12803655)"** **Rating:** 5.0/5.0 stars *— Hasim M.* [Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12803655) --- **"[Agentforce Sales: All-in-One CRM, Automation, and AI That Boosts Sales Efficiency](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12829240)"** **Rating:** 5.0/5.0 stars *— Karthik K.* [Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12829240) --- #### What Are G2 Users Discussing About Agentforce Sales (formerly Salesforce Sales Cloud)? - [What is Salesforce Maps used for?](https://www.g2.com/discussions/salesforce-maps-what-is-salesforce-maps-used-for) - 2 comments - [What is the benefit of Salesforce CRM?](https://www.g2.com/discussions/what-is-the-benefit-of-salesforce-crm) - 7 comments - [What is Salesforce and CRM?](https://www.g2.com/discussions/what-is-salesforce-and-crm) - 3 comments ### 2. [Gong](https://www.g2.com/products/gong/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 6,465 **Why buyers love it?:** What emerged from my analysis of Gong's reviews is the real visibility it provides into deal patterns by analyzing every customer call. Users credit AI recaps, deal scoring, and the way patterns from winning calls become coachable artifacts for the wider team. Some reviewers mention occasional inaccuracies in feedback and integration friction with non-standard CRMs. It tends to fit revenue teams that want their pipeline grounded in conversation data and have the budget to support it. ### What Do G2 Reviewers Say About Gong? *AI-generated summary from verified user reviews* **Pros:** - Users find Gong's AI tools **incredibly helpful** , saving time with call summaries and easy access to communication insights. - Users praise Gong for its **ease of use** , streamlining workflows and enhancing productivity in sales activities. - Users appreciate the **easy call recording and AI note-taking** features, significantly enhancing productivity and collaboration. - Users praise Gong for its **intuitive AI capabilities** that streamline sales processes and enhance productivity significantly. - Users value the **accuracy** of Gong in summarizing discussions and tracking talk time effectively. **Cons:** - Users report **call tracking issues** with Gong, expressing difficulty in accessing and locating past client calls. - Users experience **recording issues** with Gong, including delays and difficulties in accessing past calls and transcripts. - Users report that the **AI inaccuracy** can lead to misunderstandings, affecting their overall experience with Gong. - Users note the **limitations of AI analysis** , citing issues with accuracy and integration affecting overall efficiency. - Users report **accuracy issues** with Gong, especially with audio translation and multiple Salesforce tabs causing confusion. #### Key Features - Exporting & Sharing Data - Live Pipeline Management - Knowledge Base - Review - Call Analysis #### What Are Recent G2 Reviews of Gong? **"[Reliable Call Transcripts That Make Follow-Ups Faster and More Consistent](https://www.g2.com/survey_responses/gong-review-12853224)"** **Rating:** 4.0/5.0 stars *— Rebecca E.* [Read full review](https://www.g2.com/survey_responses/gong-review-12853224) --- **"[Super Helpful AI Transcripts and Summaries for Easy Client Sharing](https://www.g2.com/survey_responses/gong-review-12853734)"** **Rating:** 5.0/5.0 stars *— Jai M.* [Read full review](https://www.g2.com/survey_responses/gong-review-12853734) --- #### What Are G2 Users Discussing About Gong? - [How is Gong revolutionizing sales strategies with its AI-driven insights?](https://www.g2.com/discussions/gong-how-is-gong-revolutionizing-sales-strategies-with-its-ai-driven-insights) - 2 comments - [How is Gong revolutionizing sales strategies with its AI-driven insights?](https://www.g2.com/discussions/how-is-gong-revolutionizing-sales-strategies-with-its-ai-driven-insights) - [What is Gong used for?](https://www.g2.com/discussions/what-is-gong-used-for) ### 3. [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 13,195 **Why buyers love it?:** The clarity of HubSpot Sales Hub's structure and how integrations make information easy to find showed up repeatedly during my examination of user sentiment. Reviewers value how sections are intuitive so context does not get lost and how cleanly it connects to other tools in the workflow. A few users mention that lower-tier plans limit customization and that pricing climbs with scale. It comes through as a strong fit for sales teams that want CRM, prospecting, and engagement living in the same workspace. ### What Do G2 Reviewers Say About HubSpot Sales Hub? *AI-generated summary from verified user reviews* **Pros:** - Users find HubSpot Sales Hub **easy to use** , with great tools that simplify customer management and support. - Users value the **user-friendly automation features** of HubSpot Sales Hub, enhancing efficiency and streamlining sales processes. - Users admire the **helpful product support** from HubSpot Sales Hub, enhancing their overall experience and productivity. - Users value the **intuitive lead management** of HubSpot Sales Hub, which streamlines lead tracking and workflow automation. - Users value the **intuitive design** of HubSpot Sales Hub, making it easy to navigate and manage sales information. **Cons:** - Users find the **missing features** in HubSpot Sales Hub limit its effectiveness and ease of use. - Users find the **limited features** of HubSpot Sales Hub frustrating, with basic functionalities and complicated forecasts. - Users find the **learning curve steep** with HubSpot Sales Hub, particularly due to its complex features and UI. - Users find HubSpot Sales Hub to be **expensive** , especially when scaling or needing advanced features. - Users find the **limited customization** of HubSpot Sales Hub restricts their ability to tailor the tool to specific needs. #### Key Features - Performance and Reliability - Quote & Order Management - Campaign Management - Call Center Features - Data Import & Export Tools #### What Are Recent G2 Reviews of HubSpot Sales Hub? **"[All-in-One, Intuitive Sales Platform with Powerful Automation and Integrations](https://www.g2.com/survey_responses/hubspot-sales-hub-review-12801170)"** **Rating:** 5.0/5.0 stars *— Feras T.* [Read full review](https://www.g2.com/survey_responses/hubspot-sales-hub-review-12801170) --- **"[All-in-One Client Lifecycle Management in HubSpot Sales Hub](https://www.g2.com/survey_responses/hubspot-sales-hub-review-12836425)"** **Rating:** 5.0/5.0 stars *— Margarita C.* [Read full review](https://www.g2.com/survey_responses/hubspot-sales-hub-review-12836425) --- #### What Are G2 Users Discussing About HubSpot Sales Hub? - [How has HubSpot Sales Hub impacted the sales pipeline management in small to mid-sized businesses?](https://www.g2.com/discussions/how-has-hubspot-sales-hub-impacted-the-sales-pipeline-management-in-small-to-mid-sized-businesses) - 4 comments - [What is HubSpot Sales Hub used for?](https://www.g2.com/discussions/what-is-hubspot-sales-hub-used-for) - 5 comments - [What is HubSpot good for?](https://www.g2.com/discussions/what-is-hubspot-good-for) - 2 comments ### 4. [Salesloft](https://www.g2.com/products/salesloft/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 4,153 **Why buyers love it?:** Salesloft stands out in my evaluation of its G2 reviews as a daily workhorse for outbound execution, driven by its email functionality, robustness, and platform maturity. Users credit the depth of functionality and the fit for teams running consistent multi-channel cadences. A few reviewers mention occasional integration friction and a feature surface that takes time to learn. It tends to fit established sales organizations operationalizing outbound execution at scale. ### What Do G2 Reviewers Say About Salesloft? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Salesloft, which streamlines the selling process and enhances productivity. - Users find Salesloft **helpful** for its easy cadence creation and effective pipeline management, enhancing customer engagement. - Users appreciate the **streamlined sales process** of Salesloft, integrating tools and insights for efficient outreach and engagement. - Users value the **automation of workflows** in Salesloft, aiding in lead tracking and enhancing sales efficiency. - Users value the **time-saving features** of Salesloft, enabling them to focus on genuine sales conversations effectively. **Cons:** - Users feel that Salesloft lacks a **auto-dialer** feature and domain rotation, impacting efficiency and email deliverability. - Users face frequent **call issues** with Salesloft, including caller ID problems and voicemail delays disrupting communication. - Users experience **integration issues** with Salesloft, facing challenges like missed email syncs and duplicate profiles. - Users experience a **learning curve** with Salesloft, especially when transitioning from familiar tools like Outlook. - Users find **Salesloft's cost and complex setup** hinder overall usability, especially for those not using the full system. #### Key Features - Coaching Materials - Real-Time Updates - Record Calls - Information Locater - Notes #### What Are Recent G2 Reviews of Salesloft? **"[Boosts Sales Execution with Structured Cadences and CRM-Integrated Insights](https://www.g2.com/survey_responses/salesloft-review-12628860)"** **Rating:** 4.0/5.0 stars *— Harrison P.* [Read full review](https://www.g2.com/survey_responses/salesloft-review-12628860) --- **"[Easy-to-Use Cadences and Automation That Boost SDR Efficiency](https://www.g2.com/survey_responses/salesloft-review-12625459)"** **Rating:** 4.5/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/salesloft-review-12625459) --- #### What Are G2 Users Discussing About Salesloft? - [What innovative strategies are sales teams adopting with Salesloft to enhance customer engagement and sales effectiveness?](https://www.g2.com/discussions/what-innovative-strategies-are-sales-teams-adopting-with-salesloft-to-enhance-customer-engagement-and-sales-effectiveness) - [How is Salesloft being used to enhance operational efficiency and user experience in its specific field?](https://www.g2.com/discussions/how-is-salesloft-being-used-to-enhance-operational-efficiency-and-user-experience-in-its-specific-field) - 1 comment - [What is Salesloft used for?](https://www.g2.com/discussions/salesloft-what-is-salesloft-used-for) - 1 comment ### 5. [Apollo.io](https://www.g2.com/products/apollo-io/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 9,323 **Why buyers love it?:** A deep dive I conducted into Apollo.io's feedback on G2 consistently surfaced the value of its B2B contact data, multichannel sequences, and AI helpers that speed up research and follow-up writing. Users credit the LinkedIn and Google extensions for finding contacts and pushing them into sequences with HubSpot enrichment. Some reviewers mention data accuracy that varies by region and rate-limit nudges on the lower plans. It tends to fit individual reps and lean teams that want data and engagement under one roof. ### What Do G2 Reviewers Say About Apollo.io? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Apollo.io, making lead generation and CRM integration effortless and efficient. - Users value the **effective lead generation** capabilities of Apollo.io, enhancing their targeting and efficiency significantly. - Users appreciate the **extensive customization and search features** in Apollo.io, enhancing efficiency in data management. - Users appreciate the **comprehensive prospecting and outreach capabilities** of Apollo.io, simplifying the lead generation process significantly. - Users love how Apollo.io is a **time-saving platform** , consolidating tools for efficient outreach and email management. **Cons:** - Users experience **missing features** in Apollo.io, such as limited email templates and integration options, hindering productivity. - Users report **inaccurate data** in Apollo.io, with outdated emails and missing information causing frustration and inefficiencies. - Users find the **learning curve steep** , requiring time to grasp features and navigate the complex interface effectively. - Users experience **data inaccuracy** with Apollo.io, leading to outdated information and occasional verification needs for contacts. - Users express frustration with **limited features** , as many tools remain underutilized and require further learning to navigate effectively. #### What Are Recent G2 Reviews of Apollo.io? **"[Powerhouse Lead Generation with Deep Filtering and Reliable Automation](https://www.g2.com/survey_responses/apollo-io-review-12802584)"** **Rating:** 4.0/5.0 stars *— Al W.* [Read full review](https://www.g2.com/survey_responses/apollo-io-review-12802584) --- **"[Best value B2B prospecting tool on the market today](https://www.g2.com/survey_responses/apollo-io-review-12700971)"** **Rating:** 5.0/5.0 stars *— Praveen K.* [Read full review](https://www.g2.com/survey_responses/apollo-io-review-12700971) --- #### What Are G2 Users Discussing About Apollo.io? - [What unique capabilities does Apollo.io offer for streamlining sales and marketing workflows?](https://www.g2.com/discussions/what-unique-capabilities-does-apollo-io-offer-for-streamlining-sales-and-marketing-workflows) - 4 comments, 2 upvotes - [What is Apollo.io used for?](https://www.g2.com/discussions/apollo-io-what-is-apollo-io-used-for) - 6 comments, 3 upvotes - [How do I remove my information from Apollo io?](https://www.g2.com/discussions/how-do-i-remove-my-information-from-apollo-io) - 4 comments, 1 upvote ### 6. [Fathom](https://www.g2.com/products/fathom-video/reviews) **Average Rating:** 5.0/5.0 **Total Reviews:** 6,799 **Why buyers love it?:** Fathom consistently emerged from my assessment of G2 feedback as a reliable meeting assistant that captures summaries, action items, and call highlights without demanding much from the host. Reviewers value the move to bot-less capture for client-facing calls and the speed of CRM-ready notes. A few users mention occasional transcription inaccuracies and feature gaps versus heavier conversation-intelligence platforms. It comes through as the meeting tool of choice for individual reps, customer success teams, and small organizations. ### What Do G2 Reviewers Say About Fathom? *AI-generated summary from verified user reviews* **Pros:** - Users love the **Ask Fathom AI feature** for its ability to enhance personal development and improve meeting productivity. - Users praise Fathom's **exceptional accuracy** in transcripts and meeting summaries, enhancing efficiency in post-meeting tasks. - Users value Fathom for its **excellent note-taking capabilities** , enhancing focus during meetings and organization of discussions. - Users love the **ease of use** of Fathom, finding the interface straightforward and features intuitive for meetings. - Users love how Fathom's **automatic note-taking** enhances productivity and makes referencing easy during meetings. **Cons:** - Users are frustrated with Fathom’s **presence as a meeting participant** , complicating reporting and information tracking. - Users have faced **recording issues** with Fathom, particularly with unexpected recordings and glitches when reinstating them. - Users find the **lack of manual data entry options** frustrating, impacting call attribution and report accuracy. - Users experience **call issues** such as auto-joining and reporting problems, complicating their overall interaction with Fathom. - Users express frustration with **recording limitations** , as meetings often record automatically, complicating their ability to manage data. #### What Are Recent G2 Reviews of Fathom? **"[Indispensable Note-Taking Tool with Seamless Integration and Smart Summaries](https://www.g2.com/survey_responses/fathom-review-12034572)"** **Rating:** 5.0/5.0 stars *— Paul M.* [Read full review](https://www.g2.com/survey_responses/fathom-review-12034572) --- **"[Fathom has helped to reduce my notetaking by so much.](https://www.g2.com/survey_responses/fathom-review-12509285)"** **Rating:** 5.0/5.0 stars *— Courtney B.* [Read full review](https://www.g2.com/survey_responses/fathom-review-12509285) --- ### 7. [ZoomInfo Sales](https://www.g2.com/products/zoominfo-sales/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 8,861 **Why buyers love it?:** I found that reviewers frequently highlight ZoomInfo Sales for its clean UI that saves time alongside accurate, plentiful contact information. Users credit the consolidation of sources so they do not have to look elsewhere for the data they need. A few reviewers mention price and contract structure that demands enterprise budget. It tends to fit enterprise sales teams that need authoritative B2B contact and company intelligence. ### What Do G2 Reviewers Say About ZoomInfo Sales? *AI-generated summary from verified user reviews* **Pros:** - Users value the **comprehensive and accurate contact information** provided by ZoomInfo for effective outbound efforts. - Users find **ZoomInfo Sales easy to use** , facilitating smooth setup and efficient data management for prospecting. - Users praise ZoomInfo Sales for its **data accuracy** , aiding in effective sales intelligence and lead discovery. - Users value the **ease of prospecting** with ZoomInfo, enhancing their ability to identify high-converting ICPs. - Users find **ZoomInfo Sales incredibly helpful** for efficiently locating key contacts and organizations during prospecting. **Cons:** - Users find the **inaccurate data** a drawback, noting that improved precision would enhance their effectiveness in outreach. - Users find **outdated data** , such as bad email addresses and job titles, to be particularly troublesome. - Users report **outdated contacts** causing issues with search functionality, integration, and relevancy of information within ZoomInfo Sales. - Users experience **data inaccuracy** with outdated or missing information, especially on smaller businesses, affecting overall usability. - Users face challenges with **outdated information** like bad email addresses and job titles, requiring extra verification. #### What Are Recent G2 Reviews of ZoomInfo Sales? **"[Efficient Lead Search but Canada Data Accuracy Needs Improvement](https://www.g2.com/survey_responses/zoominfo-sales-review-12701810)"** **Rating:** 4.0/5.0 stars *— Bill L.* [Read full review](https://www.g2.com/survey_responses/zoominfo-sales-review-12701810) --- **"[Accurate Data and Powerful Prospecting That Streamlines Lead Generation](https://www.g2.com/survey_responses/zoominfo-sales-review-12606207)"** **Rating:** 5.0/5.0 stars *— Verified User in Telecommunications* [Read full review](https://www.g2.com/survey_responses/zoominfo-sales-review-12606207) --- #### What Are G2 Users Discussing About ZoomInfo Sales? - [How does ZoomInfo SalesOS empower sales teams to achieve better results through data-driven insights?](https://www.g2.com/discussions/how-does-zoominfo-salesos-empower-sales-teams-to-achieve-better-results-through-data-driven-insights) - 3 comments, 1 upvote - [What is ZoomInfo SalesOS used for?](https://www.g2.com/discussions/what-is-zoominfo-salesos-used-for) - 3 comments, 1 upvote - [Is ZoomInfo legal?](https://www.g2.com/discussions/is-zoominfo-legal) - 6 comments, 1 upvote ### 8. [Qualified](https://www.g2.com/products/qualified/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 1,468 **Why buyers love it?:** The distinctive value of Qualified lies in its AI SDR agent engaging website visitors before they bounce, a point I saw emphasized across user reviews. Users credit Piper for autonomous chat, qualification, and meeting booking around the clock, plus a customer success team that supports complex setup. Some reviewers mention a learning curve in configuring the agent fully and complexity in advanced workflow customizations. It tends to fit B2B marketing and sales teams treating their website as the primary front door to pipeline. ### What Do G2 Reviewers Say About Qualified? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **excellent customer support** from Qualified, noting their responsiveness and hands-on assistance throughout implementation. - Users highlight the **exceptional support** from Qualified, significantly enhancing their experience and ensuring smooth operations. - Users commend the **seamless integration and powerful tools** of Qualified, enhancing engagement and optimizing conversions. - Users find Qualified to be **exceptionally easy to use** , with seamless setup and responsive support that enhances effectiveness. - Users value the **responsive and supportive customer service** from Qualified's team, enhancing their overall experience significantly. **Cons:** - Users find the **learning curve steep** , as reporting and dashboard features lack intuitiveness, complicating data insights extraction. - Users note the **missing features** in Qualified necessitating workarounds, though the team is responsive to requests. - Users face a **steep learning curve** with Qualified, making the initial setup and automation challenging without support. - Users find **limited customization** in Qualified, leading to scalability issues when building multiple workflows and experiences. - Users find the **complexity of workflow management** in Qualified limits scalability and complicates setting up email experiences. #### What Are Recent G2 Reviews of Qualified? **"[Qualified turns our high-intent website traffic into real pipeline](https://www.g2.com/survey_responses/qualified-review-12724502)"** **Rating:** 5.0/5.0 stars *— Lu E.* [Read full review](https://www.g2.com/survey_responses/qualified-review-12724502) --- **"[Powerful tool for faster speed-to-lead & clear ROI tracking](https://www.g2.com/survey_responses/qualified-review-12849779)"** **Rating:** 5.0/5.0 stars *— Tiffany D.* [Read full review](https://www.g2.com/survey_responses/qualified-review-12849779) --- #### What Are G2 Users Discussing About Qualified? - [What is Qualified used for?](https://www.g2.com/discussions/what-is-qualified-used-for) - [What skills does a software developer need in 2020?](https://www.g2.com/discussions/what-skills-does-a-software-developer-need-in-2020) - [What qualities do you need to be a software developer?](https://www.g2.com/discussions/what-qualities-do-you-need-to-be-a-software-developer) ### 9. [B2B Rocket](https://www.g2.com/products/b2b-rocket/reviews) **Average Rating:** 4.8/5.0 **Total Reviews:** 293 **Why buyers love it?:** I noticed B2B Rocket is consistently praised as an effective AI-driven sales automation tool for the B2B outbound process. Users credit the user-friendly interface, reliable performance, the ability to handle high-volume campaigns without slowdowns, and the responsive customer support team. A few reviewers note limitations in advanced customization, a steep learning curve for the AI features, and occasional delays in loading campaign data or in support response. It tends to fit small-business marketing and sales teams that want AI BDR agents handling lead generation, engagement, and conversion at scale. ### What Do G2 Reviewers Say About B2B Rocket? *AI-generated summary from verified user reviews* **Pros:** - Users value the **unlimited AI agents** of B2B Rocket, enabling 24/7 outreach with exceptional scalability and efficiency. - Users find B2B Rocket's **ease of use** exceptional, enhancing lead generation with its intuitive interface and responsive support. - Users value the **AI-driven lead generation** of B2B Rocket for its efficiency and time-saving capabilities. - Users value the **time-saving automation** of B2B Rocket, enhancing efficiency in lead generation and outreach processes. - Users appreciate the **always available and helpful customer support** that quickly resolves setup and technical issues. **Cons:** - Users warn of a **steep learning curve** for the analytics dashboard, requiring time and effort to master. - Users find the **limited customization** options in B2B Rocket restrict their ability to tailor complex workflows effectively. - Users find B2B Rocket to be **expensive** , particularly for solo VAs and small teams, impacting budget considerations. - Users find the **missing advanced features** of B2B Rocket limiting and hope for broader integration options. - Users find the **complexity of the analytics dashboard** challenging, especially for beginners needing simpler navigation. #### Key Features - Customer-facing Chatbot - Opportunity and Pipeline Management - Peformance Tracking - AI Text Generation - Autonomous Task Execution #### What Are Recent G2 Reviews of B2B Rocket? **"[Clean, Intuitive AI Agent Management with Outstanding Customer Support](https://www.g2.com/survey_responses/b2b-rocket-review-12321268)"** **Rating:** 5.0/5.0 stars *— Eurie jay P.* [Read full review](https://www.g2.com/survey_responses/b2b-rocket-review-12321268) --- **"[Highly Intelligent AI Agents That Boost Productivity and Streamline Lead Qualification](https://www.g2.com/survey_responses/b2b-rocket-review-12313888)"** **Rating:** 5.0/5.0 stars *— Bill X.* [Read full review](https://www.g2.com/survey_responses/b2b-rocket-review-12313888) --- ### 10. [Instantly](https://www.g2.com/products/instantly/reviews) **Average Rating:** 4.8/5.0 **Total Reviews:** 4,085 **Why buyers love it?:** Instantly's unlimited-sending plans and built-in deliverability infrastructure serve as the daily pull for outbound teams, according to my read of G2 feedback. Users credit ease of use, responsive customer support, and time-saving features that let small teams run high-volume cold campaigns without juggling separate sending tools. A few reviewers mention pricing that climbs at scale and email management complexity once campaign volume grows. It tends to fit founders, agencies, and lean sales teams running cold email as a primary channel. ### What Do G2 Reviewers Say About Instantly? *AI-generated summary from verified user reviews* **Pros:** - Users rave about the **ease of use** with Instantly, appreciating its intuitive design and responsive support team. - Users rave about the **fantastic customer support** of Instantly, highlighting its fast and helpful responses to inquiries. - Users praise the **incredible customer support** of Instantly, highlighting prompt, helpful responses and effective issue resolution. - Users love the **effortless cold emailing** with Instantly, thanks to its organization features and high deliverability. - Users appreciate the **time-saving features** of Instantly, as it automates outreach and streamlines lead organization effectively. **Cons:** - Users note the **high pricing** structure limits access to powerful features, making it challenging for beginners. - Users express concerns over **missing features** , such as lacking auto DM tools and limited integration options. - Users experience frequent **email management issues** with campaigns failing to send and limited formatting options available. - Users struggle with the **steep learning curve** for setting up campaigns and navigating the confusing interface. - Users face **email issues** with limited formatting, complicated setup, and delays in sending to new leads. #### What Are Recent G2 Reviews of Instantly? **"[Improving Communication Visibility During Supplier Coordination](https://www.g2.com/survey_responses/instantly-review-12812978)"** **Rating:** 5.0/5.0 stars *— VINAY P.* [Read full review](https://www.g2.com/survey_responses/instantly-review-12812978) --- **"[Migration Support and Warmup Make Managing Dozens of Mailboxes Effortless](https://www.g2.com/survey_responses/instantly-review-12850941)"** **Rating:** 5.0/5.0 stars *— Brian Y.* [Read full review](https://www.g2.com/survey_responses/instantly-review-12850941) --- #### What Are G2 Users Discussing About Instantly? - [What is Instantly used for?](https://www.g2.com/discussions/what-is-instantly-used-for) - 9 comments, 2 upvotes ### 11. [Substrata](https://www.g2.com/products/substrata-substrata/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 1,094 **Product Description:** Substrata analyzes behavioral data to uncover attitudes, emotions, intentions and power dynamics, helping dealmakers sell smarter and close more deals. ### What Do G2 Reviewers Say About Substrata? *AI-generated summary from verified user reviews* **Pros:** - Users value the **accuracy** of Substrata, enhancing their understanding of client interactions for improved business outcomes. - Users appreciate Substrata's **sophisticated emotional indicators** , enhancing communication precision in high-stakes discussions. - Users appreciate the **insightful conversation cues** of Substrata, enhancing understanding without overwhelming with unnecessary data. - Users value Substrata for its **real-time insights** and ability to enhance communication effectiveness and sales strategies. - Users value the **time-saving features** of Substrata, enhancing efficiency in decision-making and communication. **Cons:** - Users face a **steep learning curve** with Substrata, requiring time and effort to fully grasp advanced features. - Users note the **limited customization** options in Substrata, wishing for more adaptable dashboard and reporting capabilities. - Users find the **complexity** of Substrata overwhelming, particularly during initial setup and while analyzing insights. - Users find the **time-consuming setup** process of Substrata hinders quick access to key insights and analysis. - Users find the **dashboard overwhelming** initially, with a steep learning curve impacting customization and ease of use. #### What Are Recent G2 Reviews of Substrata? **"[Intuitive Content Library with Effortless Drag-and-Drop Organization](https://www.g2.com/survey_responses/substrata-review-12619141)"** **Rating:** 4.5/5.0 stars *— Melissa L.* [Read full review](https://www.g2.com/survey_responses/substrata-review-12619141) --- **"[Real Insights for Real Global Sales Challenges](https://www.g2.com/survey_responses/substrata-review-12617983)"** **Rating:** 4.5/5.0 stars *— Blake M.* [Read full review](https://www.g2.com/survey_responses/substrata-review-12617983) --- ### 12. [Synthflow](https://www.g2.com/products/synthflow/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 1,010 **Product Description:** Synthflow provides enterprise-ready voice AI agents that automate inbound and outbound phone calls. Businesses use Synthflow to handle appointment scheduling, lead qualification, customer support, and call routing through natural, conversational voice technology. With a no-code builder, 200+ integrations, and deployment in under 3 weeks, Synthflow makes it easy for teams to scale automation without engineering effort. AI agents operate with sub-500ms latency in 30+ languages and meet global compliance standards (SOC 2, HIPAA, GDPR). Organizations across healthcare, real estate, insurance, and e-commerce use Synthflow to improve customer experience, reduce manual workload, and ensure calls are answered 24/7. ### What Do G2 Reviewers Say About Synthflow? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Synthflow, highlighting its user-friendly interface and seamless app integration. - Users find Synthflow's **setup ease** exceptional, praising its intuitive, no-code UI for quick deployment. - Users value the **easy integrations** of Synthflow, facilitating seamless API connections and smooth deployment processes. - Users value the **easy integrations** with platforms like Make.com and Zapier, enhancing their experience with Synthflow. - Users love the **easy setup** of Synthflow, enabling intuitive deployment and integration effortlessly. **Cons:** - Users find the **pricing significant** , which may limit accessibility and deter potential users from trying Synthflow. - Users find the **cost limitations** restrictive, with minimal trial minutes and steep pricing between plans. - Users find the **learning curve challenging** , suggesting a tutorial would enhance understanding of agents and workflows. - Users find the **missing features** of Synthflow, like voice config templates and access controls, frustrating and limiting. - Users desire **expanded customization options** and integrations in Synthflow to enhance their experience and collaboration. #### What Are Recent G2 Reviews of Synthflow? **"[Impressive No-Code Voice Agent Builder with Natural-Sounding French Voice](https://www.g2.com/survey_responses/synthflow-review-12826676)"** **Rating:** 5.0/5.0 stars *— Adrian P.* [Read full review](https://www.g2.com/survey_responses/synthflow-review-12826676) --- **"[Clean, Intuitive UI That Streamlined Our Workflows Fast](https://www.g2.com/survey_responses/synthflow-review-12621357)"** **Rating:** 5.0/5.0 stars *— Usman J.* [Read full review](https://www.g2.com/survey_responses/synthflow-review-12621357) --- ### 13. [Jeeva AI](https://www.g2.com/products/jeeva-ai/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 225 **Product Description:** Jeeva is the agentic AI platform for go-to-market teams. Leads, enrichment, outreach, inbox, calendar, notes, all automated. 35,000+ sellers & sales teams use Jeeva to reclaim 7.6+ hours per week/person and close more deals. One platform replaces 7+ tools in your current stack. Product Hunt #1 Product of the Week. Backed by JLL, Sapphire Ventures, Bonfire Ventures, Alt Capital. We don't replace your reps, we supercharge them. Start free at jeeva.ai ### What Do G2 Reviewers Say About Jeeva AI? *AI-generated summary from verified user reviews* **Pros:** - Users find **Jeeva AI very easy to use** , enjoying a smooth setup and efficient data processing that boosts productivity. - Users appreciate the **accurate lead generation** capabilities of Jeeva AI, enjoying the ease of setup and valuable data sources. - Users value the **time-saving automation** features of Jeeva AI, enabling efficient task completion and quicker decision-making. - Users highlight the **easy setup** of Jeeva AI, making it accessible and beginner-friendly for lead generation tasks. - Users value the **automation features** of Jeeva AI, which save time and enhance productivity significantly. **Cons:** - Users note a lack of **varied templates** in Jeeva AI, suggesting improvements are needed for a better experience. - Users feel that the **cost of Jeeva AI** is too high, limiting effective use of its services. - Users are frustrated by the **occasional AI hallucinations** affecting the reliability of Jeeva AI's personalization features. - Users find the **learning curve steep** , making it challenging for first-time users to navigate Jeeva AI effectively. - Users note a need for **limited customization** options in Jeeva AI, affecting the tailoring of message tones. #### What Are Recent G2 Reviews of Jeeva AI? **"[Jeeva AI: Seamless, All-in-One Sales Workflow with Powerful Enrichment](https://www.g2.com/survey_responses/jeeva-ai-review-12430500)"** **Rating:** 4.5/5.0 stars *— Yeong J.* [Read full review](https://www.g2.com/survey_responses/jeeva-ai-review-12430500) --- **"[Getting better with every update](https://www.g2.com/survey_responses/jeeva-ai-review-12257408)"** **Rating:** 5.0/5.0 stars *— George .* [Read full review](https://www.g2.com/survey_responses/jeeva-ai-review-12257408) --- ### 14. [Retell AI](https://www.g2.com/products/retell-ai/reviews) **Average Rating:** 4.8/5.0 **Total Reviews:** 2,214 **Product Description:** Retell AI is a powerful conversational AI platform designed to automate voice, SMS, and chat interactions with natural, humanlike performance. Built on top of your choice of large language models (LLMs), Retell allows teams to spin up real-time AI agents that handle calls, trigger messaging workflows, and integrate seamlessly into your existing systems—all without writing code. At its core, Retell delivers Voice Agent Automation that feels indistinguishable from speaking with a real person. Calls are handled by LLM-native agents that respond within 600 milliseconds, support multi-turn logic, and operate across 31+ languages with native-quality speech. You can build and manage your own agent flows using an intuitive drag-and-drop builder that supports IVR trees, dynamic transfers, real-time webhooks, and CRM integration. Whether you’re scheduling appointments, answering FAQs, or qualifying leads, these agents are fast, reliable, and production-ready. Beyond voice, Retell also enables SMS and chat automation. Agents can send contextual messages during or after phone calls, or operate as standalone text/chat bots. You can use Twilio numbers or bring your own for outbound campaigns, enabling flexible, multi-channel engagement. To ensure quality and insight, Retell offers built-in testing and QA tools. You can simulate conversations, A/B test call flows, and monitor live call data through detailed dashboards. Track CSAT, latency, sentiment, and conversation outcomes—all in one place. Voice agents can be deployed via Twilio, SIP, branded caller ID, or embedded using Retell’s web SDKs. Unlike legacy IVR or scripted systems, Retell is built from the ground up to be AI-native and fully customizable. Whether you’re in healthcare, logistics, fintech, or customer support, Retell’s platform lets you scale personalized conversations across channels—boosting customer satisfaction and reducing operational costs. ### What Do G2 Reviewers Say About Retell AI? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Retell AI, finding it straightforward to set up and navigate. - Users appreciate the **helpful interface** of Retell AI, making it easy for both beginners and professionals to use. - Users find the **simple and clean UI** of Retell AI easy to set up and quick to learn. - Users value the **integration options** of Retell AI, enhancing operational automation and simplifying workflow setups. - Users find Retell AI **easy to use and understand** , appreciating its simple dashboard and integration features. **Cons:** - Users face **missing features** like lack of international number support and limited agent management options. - Users find the **cost per call** of Retell AI to be quite high and burdensome, especially for testing. - Users find the **steep learning curve** challenging, especially for those lacking technical expertise and familiarity with APIs. - Users find the **limited features** of Retell AI restrictive, especially for integrations and testing capabilities. - Users face a **poor understanding** of Retell AI's complex prompt structure, leading to confusion in setting up call flows. #### What Are Recent G2 Reviews of Retell AI? **"[USER FRIENDLY AND PAY AS YOU GO - THE BEST IN THE WORLD](https://www.g2.com/survey_responses/retell-ai-review-12850569)"** **Rating:** 5.0/5.0 stars [Read full review](https://www.g2.com/survey_responses/retell-ai-review-12850569) --- **"[Polished UX for Building Autonomous AI Call Agents with Twilio & Telnyx Integrations](https://www.g2.com/survey_responses/retell-ai-review-12722058)"** **Rating:** 5.0/5.0 stars *— Rishav K.* [Read full review](https://www.g2.com/survey_responses/retell-ai-review-12722058) --- ### 15. [Amplemarket](https://www.g2.com/products/amplemarket/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 611 **Product Description:** By combining premium data, multichannel engagement, and real-time insights in one seamless solution, Duo AI Copilot and AI Agent redefine how modern sales teams operate. Duo uncovers hidden opportunities, detects buyer intent signals, and generates tailored playbooks - empowering your reps to focus on what matters most: building relationships and closing deals. It’s the perfect fusion of AI precision and human intuition. Built on an all-in-one sales platform, Duo AI Agents support your entire outbound workflow - from prospecting and engagement to automation and deliverability. What’s included in the platform: - Global B2B data to help you identify and reach your ideal customers - Multichannel outreach via email, phone, social, voice cloning, and more - Built-in personalization to scale relevant, high-converting messaging - AI superpowers: A suite of personalized AI Agents that handles research, intent signals, and workflows - so you spend less time prepping and more time selling ### What Do G2 Reviewers Say About Amplemarket? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **ease of use** of Amplemarket, finding its intuitive design and automation tools incredibly helpful for outreach. - Users appreciate the **ease of use** and quality of copy in Amplemarket, enhancing their sales outreach experience. - Users appreciate the **ease of use and seamless integrations** in Amplemarket, enhancing their sales outreach effectiveness. - Users value the **automation capabilities** of Amplemarket, enhancing outreach efficiency and simplifying campaign management. - Users love the **efficient lead generation** capabilities of Amplemarket, enabling quick outreach and strong relationship building. **Cons:** - Users express a need for **additional features** , hoping for more flexibility and improved functionality in Amplemarket. - Users find the **learning curve steep** , emphasizing the need for better onboarding and feature accessibility for new users. - Users note that **improvement is needed** in integrations and sequence functionalities to enhance overall user experience. - Users note **sequence issues** in Amplemarket, such as cloning workflows and glitches in automation triggers. - Users desire improved **integration options** for better customization and functionality with CRM systems like Salesforce and HubSpot. #### What Are Recent G2 Reviews of Amplemarket? **"[Effective Prospecting with Robust Integrations](https://www.g2.com/survey_responses/amplemarket-review-12765496)"** **Rating:** 5.0/5.0 stars *— Ana Paula N.* [Read full review](https://www.g2.com/survey_responses/amplemarket-review-12765496) --- **"[Duo Copilot Unearths Hidden Leads with Ready-to-Use Multichannel Sequences](https://www.g2.com/survey_responses/amplemarket-review-12550334)"** **Rating:** 4.0/5.0 stars *— Kevin G.* [Read full review](https://www.g2.com/survey_responses/amplemarket-review-12550334) --- #### What Are G2 Users Discussing About Amplemarket? - [What is amplemarket used for?](https://www.g2.com/discussions/what-is-amplemarket-used-for) ### 16. [Lindy](https://www.g2.com/products/lindy-lindy/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 171 **Product Description:** Lindy is an AI workflow automation platform that helps businesses streamline operations by handling repetitive tasks at scale. With Lindy, you can build AI agents—without writing a single line of code—to automate tasks like responding to emails, scheduling meetings, enriching leads, recording and summarizing calls, and more. Key Features: ✅ No-Code AI Agent Builder – Create custom AI-powered assistants in minutes. ✅ 200+ App Integrations – Connect seamlessly with your CRM, email, calendar, and other business tools. ✅ End-to-End Automation – Automate outreach, data entry, meeting summaries, and follow-ups. ✅ Get Started with a Template – Hundred of templates to help you deploy AI agents as executive assistants, customer support chatbots, medical scribes, sales assistants, and more. ✅ Scalable & Adaptable – Customize workflows to fit your business needs, from small teams to enterprises. Check it out at lindy.ai ### What Do G2 Reviewers Say About Lindy? *AI-generated summary from verified user reviews* **Pros:** - Users value the **effortless setup** of Lindy, appreciating its intuitive design and ease of use for AI tasks. - Users appreciate the **automation capabilities** of Lindy, significantly enhancing productivity and simplifying team management. - Users find Lindy's interface **intuitive** , making it effortless to manage tasks and streamline automation processes. - Users value the **time-saving capabilities** of Lindy, allowing for quick setups and efficient task automation. - Users find the **easy setup** of Lindy remarkably straightforward, enabling efficient task management and enhanced productivity. **Cons:** - Users find Lindy to be quite **expensive** , especially due to limited credits and costs associated with errors during setup. - Users find the **high subscription cost** of Lindy challenging, especially for scaling and non-US users. - Users find the **steep learning curve** frustrating for a platform advertised as “no-code,” complicating initial experience. - Users find the **limited features** of Lindy, particularly the credit system, restricts their experience and usage potential. - Users are frustrated by **AI inaccuracy** in Lindy, leading to costly errors and repeated efforts for clarification. #### What Are Recent G2 Reviews of Lindy? **"[Lindy.ai is Like Hiring a Virtual Assistant Team for a Fraction of the Cost](https://www.g2.com/survey_responses/lindy-review-11790383)"** **Rating:** 4.5/5.0 stars *— Vera Lúcia H.* [Read full review](https://www.g2.com/survey_responses/lindy-review-11790383) --- **"[Effortless AI Automation, Perfect for Task Management](https://www.g2.com/survey_responses/lindy-review-12703079)"** **Rating:** 4.0/5.0 stars *— Naqeeb K.* [Read full review](https://www.g2.com/survey_responses/lindy-review-12703079) --- ### 17. [Seismic Enablement Cloud](https://www.g2.com/products/seismic-enablement-cloud/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 1,656 **Product Description:** Seismic is the global leader in AI-powered enablement, empowering go-to-market leaders to drive strategic growth and deliver exceptional customer experiences at scale. The Seismic Enablement Cloud™ is the only unified AI-powered platform that prepares customer-facing teams with the skills, content, tools, and insights needed to maximize every buyer interaction and strengthen client relationships. Seismic's Content solutions help revenue teams find, personalize, and deliver high-impact, compliant assets that accelerate buyer engagement and drive outcomes at scale. Trusted by approximately 2,000 organizations worldwide, Seismic helps businesses achieve measurable outcomes and accelerate revenue growth. Seismic is headquartered in San Diego with offices across North America, Europe, Asia and Australia. Learn more at seismic.com. To learn more, visit Seismic.com and follow us on LinkedIn, Twitter and Instagram. ### What Do G2 Reviewers Say About Seismic Enablement Cloud? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Seismic Enablement Cloud, facilitating quick access to vital content and resources. - Users appreciate the **easy document filtering** and centralized access, simplifying their workflow and enhancing efficiency. - Users find the **centralized access to up-to-date sales materials** in Seismic Enablement Cloud invaluable for quick content sharing. - Users value the **centralization of up-to-date sales materials** in Seismic Enablement Cloud, enhancing accessibility and personalization. - Users value the **easy sharing** of Seismic, enabling quick access to organized, up-to-date sales materials for effective communication. **Cons:** - Users find the **poor search functionality** of Seismic Enablement Cloud hampers their ability to quickly access relevant materials. - Users find the **learning curve steep** , needing more guidance to effectively navigate and utilize Seismic Enablement Cloud. - Users find **filtering issues** in Seismic Enablement Cloud hinder navigation and the ability to find relevant materials easily. - Users find **navigation difficult** in Seismic Enablement Cloud, often struggling to locate relevant and updated materials efficiently. - Users find the **steep learning curve** of Seismic Enablement Cloud challenging, necessitating extensive training and guidance. #### What Are Recent G2 Reviews of Seismic Enablement Cloud? **"[Seismic Makes Sales Content Easy, Professional, and Field-Ready](https://www.g2.com/survey_responses/seismic-enablement-cloud-review-12639441)"** **Rating:** 5.0/5.0 stars *— Rachel C.* [Read full review](https://www.g2.com/survey_responses/seismic-enablement-cloud-review-12639441) --- **"[Intelligent Automation That Streamlines Workflow and Collaboration](https://www.g2.com/survey_responses/seismic-enablement-cloud-review-12639344)"** **Rating:** 5.0/5.0 stars *— Diksha S.* [Read full review](https://www.g2.com/survey_responses/seismic-enablement-cloud-review-12639344) --- #### What Are G2 Users Discussing About Seismic Enablement Cloud? - [How do I utilize Seismic’s content personalization features effectively for sales enablement?](https://www.g2.com/discussions/how-do-i-utilize-seismic-s-content-personalization-features-effectively-for-sales-enablement) - [What is Seismic used for?](https://www.g2.com/discussions/what-is-seismic-used-for) - [Who owns seismic software?](https://www.g2.com/discussions/who-owns-seismic-software) ### 18. [Humantic AI](https://www.g2.com/products/humantic-ai/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 452 **Product Description:** Humantic AI is a comprehensive buyer intelligence suite that turns enterprise sellers into experts about their buyers’ business. This includes vital insights about each target account’s business objectives as well as key decision drivers for the people within that organization. Its customers include industry pioneers across a variety of sectors like AWS, Expedient, Mitel, and Sandler. It is also taught as part of coursework at universities like Indiana University and Baylor University. “Humantic AI is the ultimate edge for CROs” - Mohammed Aaser, CDO, Domo “No other Sales AI tool is as useful” - Duane Weber, VP, Expedient “A good example of AI that’s just leapfrogged” - David Mattson, Chairman, Sandler It is one of the Top 100 Highest-Satisfaction products in the world as per G2. In December 2024, Gartner named it to its Cool Vendor in AI-Led Sales Research report - a list that names only five Sales AI products. The platform has also been recognized multiple times on G2 as a Leader, High Performer, and Momentum Leader in 2025. Key features and benefits include: • Personality prediction that reveals communication style, motivators, and decision triggers • Account intelligence that maps buyer challenges, priorities, and opportunities • Omnichannel personalization of emails, calls, and LinkedIn outreach • Chrome extension for instant prospect insights on LinkedIn and other platforms • Integrations with Salesforce, HubSpot, and other sales technology systems • Deal intelligence for committee mapping, meeting prep, and objection handling • CRM integration to bring buyer insights directly into workflows • Local time insights and small talk tips to humanize outreach • Profile sharing, saving, and templates for email generation Humantic AI supports sales enablement in industries where trust and personalization drive revenue. It is used by sales teams to prepare for meetings, personalize outreach campaigns, understand buying committees, improve prospect engagement, and accelerate deal cycles. By combining personality insights and account research into the sales workflow, the platform reduces guesswork and allows sellers to approach every buyer with clarity and confidence. ### What Do G2 Reviewers Say About Humantic AI? *AI-generated summary from verified user reviews* **Pros:** - Users value the **helpful insights** provided by Humantic AI for effective B2B lead profiling and personalized messaging. - Users value the **detailed personality insights** of Humantic AI, enhancing communication and engagement with prospects effectively. - Users highlight the **ease of use** of Humantic AI, making detailed insights accessible for effective sales conversations. - Users appreciate the **personalization capabilities** of Humantic AI, enhancing sales conversations and improving deal closures. - Users appreciate the **accuracy of personality insights** from Humantic AI, enhancing confidence in sales interactions. **Cons:** - Users note the **occasional inaccuracies** in personality predictions can lead to ineffective communication strategies. - Users find it challenging to predict **personality types for non-LinkedIn users** , limiting the tool's effectiveness. - Users find the **UI design lacking** , suggesting that improvements are needed for better usability and clarity. - Users find the **pricing too high** , especially for smaller teams and solopreneurs, making it less accessible. - Users note the **missing features** in Humantic AI, such as limited group sizes and lack of language options. #### What Are Recent G2 Reviews of Humantic AI? **"[VP Delivery &Sales](https://www.g2.com/survey_responses/humantic-ai-review-9476758)"** **Rating:** 5.0/5.0 stars *— Sam V.* [Read full review](https://www.g2.com/survey_responses/humantic-ai-review-9476758) --- **"[Fast, Actionable Buyer Insights for Precision-Level Sales Personalization](https://www.g2.com/survey_responses/humantic-ai-review-12302406)"** **Rating:** 5.0/5.0 stars *— Kim H.* [Read full review](https://www.g2.com/survey_responses/humantic-ai-review-12302406) --- ### 19. [Close](https://www.g2.com/products/close/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 2,020 **Product Description:** Most CRMs store data. Close helps you act on it. With built-in calling, email, SMS, and automation, your team can reach leads instantly — without stitching together tools. Trusted by 10,000+ teams • 2B+ sales interactions • 4.7★, Close is built to help sales teams move faster and close more deals. Now meet Chloe. Chloe is your AI sales teammate, built into Close. She doesn’t just automate tasks — she takes action. A new lead comes in → Chloe calls instantly A stale lead sits → Chloe re-engages it A deal stalls → Chloe follows up and moves it forward She has real conversations. Qualifies prospects. Books meetings. No scripts. No delays. No dropped leads. Every lead gets a response. Every conversation moves forward. Built into Close. Ready in minutes. Free during early Beta. Limited access. → Join the waitlist: close.com/chloe → Start a free trial: close.com ### What Do G2 Reviewers Say About Close? *AI-generated summary from verified user reviews* **Pros:** - Users find Close to be **user-friendly and straightforward** , enhancing efficiency and streamlining their daily tasks. - Users appreciate the **helpful customer support** of Close, enhancing their experience and efficiency during tight timelines. - Users find Close to be **super easy and user-friendly** , greatly enhancing customer management and streamlining workflows. - Users appreciate the **powerful and user-friendly features** of Close CRM, enhancing sales efficiency and communication. - Users love the **intuitive design** of Close, highlighting its simplicity and efficiency in managing calls and prospects. **Cons:** - Users note the **missing features** in Inbox management and customization that hinder productivity and user experience. - Users experience **call issues** such as unexpected charges and occasional recording failures that hinder usability. - Users find **limited features** in Close, requiring additional tools for a complete CRM experience. - Users find the **learning curve steep** initially due to the UI, but adapt with some practice and tinkering. - Users find the **limited customization** options frustrating, especially for advanced reporting and tailored workflows. #### What Are Recent G2 Reviews of Close? **"[Streamlined Sales Tracking with Close](https://www.g2.com/survey_responses/close-review-9087574)"** **Rating:** 5.0/5.0 stars *— Tristan W.* [Read full review](https://www.g2.com/survey_responses/close-review-9087574) --- **"[Efficient CRM with Easy Setup and Strong Follow-Up Tools](https://www.g2.com/survey_responses/close-review-11140783)"** **Rating:** 5.0/5.0 stars *— Elle C.* [Read full review](https://www.g2.com/survey_responses/close-review-11140783) --- #### What Are G2 Users Discussing About Close? - [What is Close used for?](https://www.g2.com/discussions/close-what-is-close-used-for) - 2 comments - [What is Close used for?](https://www.g2.com/discussions/what-is-close-used-for) - 1 comment ### 20. [Clari](https://www.g2.com/products/clari/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 5,496 **Product Description:** Clari+Salesloft is a category-transforming AI company architecting the future of revenue. By building the world’s first Predictive Revenue System, we help organizations move beyond fragmented applications and systems of record to a model that continuously drives and adapts revenue execution. Our platform captures deal data signals, and uses tailor-built AI to create the right context and drive action across sales teams. Instead of disconnected insights and siloed workflows, sales teams operate with shared understanding, faster decisions, and execution that stays aligned to the business. Trusted by thousands of enterprises including Adobe, 3M, IBM, and Zoom, Clari+Salesloft powers the forecast, surfaces pipeline risk, and drives proactive execution—returning thousands of hours to the field and enabling predictable, scalable growth. ### What Do G2 Reviewers Say About Clari? *AI-generated summary from verified user reviews* **Pros:** - Users find Clari's **ease of use** exceptional, simplifying tasks like dashboard creation and forecasting management. - Users find Clari's **modern financial management features** invaluable for forecasting, transaction analysis, and efficient decision-making. - Users find Clari's **insightful forecasting** features extremely helpful for managing revenue and streamlining sales processes. - Users appreciate Clari's **easy forecasting** features, enabling streamlined data visualization and saving valuable time. - Users find the **Salesforce integration seamless** , simplifying access to data and enhancing forecasting efficiency with Clari. **Cons:** - Users experience a **medium to long learning curve** with Clari, especially in the Admin section and UI navigation. - Users find **setup limitations** and performance issues frustrating, complicating their overall experience with Clari. - Users express frustration over **missing features** like mass updates, configurability, and integration, complicating their workflow. - Users express frustration with the **limited customization** options in Clari, impacting workflow efficiency and convenience. - Users find Clari's interface to be **not intuitive** , with a clunky navigation that complicates usability and access to information. #### What Are Recent G2 Reviews of Clari? **"[Ticketing system needs improvement](https://www.g2.com/survey_responses/clari-review-10498270)"** **Rating:** 4.0/5.0 stars *— John Christian M.* [Read full review](https://www.g2.com/survey_responses/clari-review-10498270) --- **"[Effortlessly Manage Calls with Clari](https://www.g2.com/survey_responses/clari-review-12786353)"** **Rating:** 5.0/5.0 stars *— Aditi S.* [Read full review](https://www.g2.com/survey_responses/clari-review-12786353) --- #### What Are G2 Users Discussing About Clari? - [How does Groove's integration with Clari enhance sales and revenue operations?](https://www.g2.com/discussions/how-does-groove-s-integration-with-clari-enhance-sales-and-revenue-operations) - 1 comment - [How is Groove, a Clari Company being used to enhance operational efficiency and user experience in its specific field?](https://www.g2.com/discussions/how-is-groove-a-clari-company-being-used-to-enhance-operational-efficiency-and-user-experience-in-its-specific-field) - [How do I add groove to Gmail?](https://www.g2.com/discussions/how-do-i-add-groove-to-gmail) - 1 comment ### 21. [Exceed.ai](https://www.g2.com/products/exceed-ai/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 84 **Product Description:** Exceed.ai is a conversational marketing platform that helps marketers drive more pipeline from email and website visitors. Exceed AI Assistant works 24/7/365 alongside humans to ensure every lead is followed up with, nurtured, and qualified using two-way email conversations. When a lead is qualified and ready to talk to a human it will go ahead and book a meeting directly on your rep’s calendar. It also automatically updates your CRM and marketing automation platform with the latest lead status when leads are qualified, change jobs, leave the company, are not the right person, or ask to be contacted at a later time. Learn how leading companies like Elkem, On24, SugarCRM, Hearst, Comeet and others use Exceed.ai to Exceed their goals at https://exceed.ai/ Businesses use Exceed for: 1. Inbound lead follow up - Immediately respond to and follow-up with incoming leads 2. Convert website visitors into leads via chatbot 3. Qualify leads (MQLs) - Verify a lead's intent and qualify before handing it to sales 4. Sales touched but unresponsive - Follow-up after a rep has attempted outreach but the lead has been unresponsive. 5. Activation of cold/dormant leads - Initiate contact with prospects that previously expressed interest 6. Up-sell - Readout to free users to identify if they are ready to converse with a human rep 7. Low scoring and recently engaged leads - Reach out to leads that recently engaged in low-scoring, first-touch activities like content syndication, social media etc ### What Do G2 Reviewers Say About Exceed.ai? *AI-generated summary from verified user reviews* **Pros:** - Users value the **automation of lead engagement** in Exceed.ai, enhancing sales efficiency and freeing up team resources. - Users value the **automated lead qualification** of Exceed.ai, enhancing engagement and allowing sales teams to focus on closing deals. - Users value the **automatic lead qualification and engagement** features of Exceed.ai, boosting efficiency and response rates significantly. - Users love the **automation ease** of Exceed.ai, making lead engagement effortless and significantly boosting productivity. - Users value the **efficiency** of Exceed.ai, automating lead engagement and freeing up sales teams for critical tasks. **Cons:** - Users find the **AI's quick fallback to human help** unsatisfactory, preferring more robust responses to technical inquiries. - Users find **limited customization** options in Exceed.ai, hindering personalization and advanced feature intuitiveness. - Users find the **complexity in setup and reporting** to be a barrier, seeking more customizable analytics and AI responses. - Users find the **difficult setup** of Exceed.ai to be a challenging start, impacting their overall experience. - Users find the **inadequate reporting** in Exceed.ai limits their ability to customize insights and analyze conversations effectively. #### What Are Recent G2 Reviews of Exceed.ai? **"[Revolutionized Our Lead Engagement Process](https://www.g2.com/survey_responses/exceed-ai-review-12212318)"** **Rating:** 5.0/5.0 stars *— Jojo p.* [Read full review](https://www.g2.com/survey_responses/exceed-ai-review-12212318) --- **"[AI-Powered Tool that Simplifies Lead Management and Outreach](https://www.g2.com/survey_responses/exceed-ai-review-12215567)"** **Rating:** 4.0/5.0 stars *— Ricky R.* [Read full review](https://www.g2.com/survey_responses/exceed-ai-review-12215567) --- #### What Are G2 Users Discussing About Exceed.ai? - [What do you recommend to those considering Exceed.ai for automating their sales processes?](https://www.g2.com/discussions/what-do-you-recommend-to-those-considering-exceed-ai-for-automating-their-sales-processes) - [What is Exceed.ai used for?](https://www.g2.com/discussions/what-is-exceed-ai-used-for) ### 22. [Sutherland Agent Success](https://www.g2.com/products/sutherland-agent-success/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 11 **Product Description:** Augment CXM is defining a new category of software - customer experience management - and powering it with a patented semantic neural network. This technology ensures that our clients deliver a fantastic customer experience every time. Our client base consists of some of the most well-known brands in the world and we’ve proven to generate a 30% gain in agent efficiency, a 44% increase sales conversion rates, and a 40% growth in customer satisfaction. #### What Are Recent G2 Reviews of Sutherland Agent Success? **"[Augment satisfied user!](https://www.g2.com/survey_responses/sutherland-agent-success-review-4217281)"** **Rating:** 5.0/5.0 stars *— Cleveland G.* [Read full review](https://www.g2.com/survey_responses/sutherland-agent-success-review-4217281) --- **"[Augment CXM Digital CA Agent Review](https://www.g2.com/survey_responses/sutherland-agent-success-review-2879456)"** **Rating:** 5.0/5.0 stars *— Verified User in Consumer Services* [Read full review](https://www.g2.com/survey_responses/sutherland-agent-success-review-2879456) --- #### What Are G2 Users Discussing About Sutherland Agent Success? - [What is Augment CXM used for?](https://www.g2.com/discussions/what-is-augment-cxm-used-for) ### 23. [Dialpad Connect](https://www.g2.com/products/dialpad-connect/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 4,004 **Product Description:** Dialpad elevates every conversation with the leading Ai-powered customer communications platform. Tap into real-time Ai insights to enhance and streamline every interaction. With Dialpad Connect, you can: - Call, message, and meet in a single app - Seamlessly switch between devices - Focus on the conversation with real-time call transcriptions, Ai summaries, and action items ### What Do G2 Reviewers Say About Dialpad Connect? *AI-generated summary from verified user reviews* **Pros:** - Users love the **intuitive and easy-to-use design** of Dialpad Connect, enhancing communication with efficient features. - Users love the **call management features** of Dialpad Connect, enhancing communication with excellent quality and intuitive interface. - Users find the **AI transcription** feature of Dialpad Connect exceptionally useful for reviewing and gaining insights from calls. - Users find the **call recording feature** invaluable for reviewing important conversations and enhancing overall productivity. - Users highlight the **flexible device support** and **AI-powered features** of Dialpad Connect for enhanced communication and productivity. **Cons:** - Users often face **call quality issues** with Dialpad Connect, affecting conversations due to network variability. - Users often face **connection issues** with Dialpad Connect, leading to poor call quality and interruptions during conversations. - Users express a need for more options, citing **missing functionality** like sync with Podio and voicemail selection. - Users face **recording issues** with Dialpad Connect, struggling with limitations in message sending and voicemail customization. - Users experience **call quality issues** with Dialpad Connect, leading to connectivity problems and dissatisfaction among clients. #### What Are Recent G2 Reviews of Dialpad Connect? **"[Dialpad Connect’s AI Recaps and Real-Time Transcriptions Shine for Hybrid Teams](https://www.g2.com/survey_responses/dialpad-connect-review-12610593)"** **Rating:** 4.5/5.0 stars *— Pawan D.* [Read full review](https://www.g2.com/survey_responses/dialpad-connect-review-12610593) --- **"[Awesome AI transcripts, summaries, voicemail, and seamless MS Dynamics 365 sync](https://www.g2.com/survey_responses/dialpad-connect-review-12550356)"** **Rating:** 5.0/5.0 stars *— Kaushik C.* [Read full review](https://www.g2.com/survey_responses/dialpad-connect-review-12550356) --- #### What Are G2 Users Discussing About Dialpad Connect? - [How does Dialpad Ai Voice's transcription feature enhance communication, and what are the best practices for using it?](https://www.g2.com/discussions/how-does-dialpad-ai-voice-s-transcription-feature-enhance-communication-and-what-are-the-best-practices-for-using-it) - [How does Dialpad Ai Meetings enhance virtual meeting experiences with AI-driven features?](https://www.g2.com/discussions/how-does-dialpad-ai-meetings-enhance-virtual-meeting-experiences-with-ai-driven-features) - 1 comment - [What is Dialpad Meetings (formerly UberConference) used for?](https://www.g2.com/discussions/what-is-dialpad-meetings-formerly-uberconference-used-for) - 1 comment ### 24. [lemlist](https://www.g2.com/products/lemlist/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 1,554 **Product Description:** lemlist is a sales engagement platform that helps teams reach prospects on email, LinkedIn, calls, and WhatsApp from one place - so they can get more replies, book more meetings, and close more deals. It helps sales teams: - Find leads and get their emails and phone numbers without extra tools - Build automated multichannel sequences across email, LinkedIn, calls, and WhatsApp, while keeping every touch personal - Keep emails landing in the inbox with lemwarm, the built-in deliverability booster - Manage replies across all channels and different senders from one centralized inbox - Work directly from CRM with Salesforce, HubSpot, and Pipedrive integrations Unlike tools that only cover one part of outbound, lemlist gives you the full workflow - from finding prospects to booking meetings, without losing the human touch. Whether you’re an SDR, leading a sales team, working in sales ops, or growing as a founder, lemlist helps you cut manual work, focus on conversations that matter, and hit revenue targets faster. Learn more & start your free 14-day trial at www.lemlist.com ### What Do G2 Reviewers Say About lemlist? *AI-generated summary from verified user reviews* **Pros:** - Users find lemlist incredibly **easy to use** , thanks to its intuitive interface and seamless setup process. - Users love the **deep personalization and multi-channel sequencing** in Lemlist, enhancing outreach while maintaining a human touch. - Users appreciate the **time-saving multichannel outreach** of lemlist, enhancing efficiency while maintaining a personal touch. - Users value the **automation features** of Lemlist, enhancing outreach efficiency while maintaining a personal touch. - Users appreciate the **seamless LinkedIn integration** of Lemlist, enhancing their cold outreach effectiveness and efficiency. **Cons:** - Users note **missing features** like a mobile app and advanced reporting tools, affecting overall usability and insights. - Users find lemlist **expensive** , especially for individual entrepreneurs and when adding additional users, impacting overall value. - Users face a **steeper learning curve** with Lemlist, making initial setup and advanced features challenging to navigate. - Users find the **complexity of campaign management** challenging, especially when scaling and requiring adjustments during execution. - Users find that needing **many credits for email addresses** adds unnecessary costs and complicates the user experience. #### What Are Recent G2 Reviews of lemlist? **"[Easy-to-Use Prospecting with Strong LinkedIn & HubSpot Integrations](https://www.g2.com/survey_responses/lemlist-review-12851338)"** **Rating:** 4.5/5.0 stars *— Antoine H.* [Read full review](https://www.g2.com/survey_responses/lemlist-review-12851338) --- **"[Powerful all-in-one outbound platform with great automation features](https://www.g2.com/survey_responses/lemlist-review-12561632)"** **Rating:** 4.5/5.0 stars *— Jan R.* [Read full review](https://www.g2.com/survey_responses/lemlist-review-12561632) --- #### What Are G2 Users Discussing About lemlist? - [What is lemlist used for?](https://www.g2.com/discussions/what-is-lemlist-used-for) - 2 comments ### 25. [Smartsupp](https://www.g2.com/products/smartsupp/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 957 **Product Description:** Smartsupp helps businesses grow online sales with advanced AI Shopping Assistants, live chat, multichannel solution and automated workflows. We offer everything you need to grow your online sales: an easy-to-use platform powered with AI, chatbots with various skills and templates, live chat... and much much more you can use to engage your visitors at the right time and convert them into loyal customers in no time. Smartsupp is one of the leading and most trusted chat and chatbot solutions in the world, currently helping over 100,000 webshops and websites. ### What Do G2 Reviewers Say About Smartsupp? *AI-generated summary from verified user reviews* **Pros:** - Users find Smartsupp to be **easy to use** , featuring a simple interface and smooth customer chat integration. - Users find Smartsupp's **helpful analytics and features** enhance customer interaction and ease of use. - Users appreciate the **easy setup** of Smartsupp, enjoying swift implementation and helpful video tutorials. - Users appreciate the **ease of use and integration** of Smartsupp, enhancing communication with seamless implementation. - Users appreciate the **intuitive interface** of Smartsupp, making customer communication and setup remarkably easy. **Cons:** - Users find the subscription plans to be **excessively expensive** , affecting their overall satisfaction with Smartsupp. - Users find the **costs to be high** , especially for the AI bot chat package, impacting overall value. - Users find the **AI limitations** frustrating as setup is complicated and integration with CRM systems is lacking. - Users are disappointed by the **missing features** , such as limited integrations and slow customer switching. - Users face challenges with **chat management** , as responses from live chat often go unnoticed by clients. #### What Are Recent G2 Reviews of Smartsupp? **"[Effortless Automation with Multilingual Excellence](https://www.g2.com/survey_responses/smartsupp-review-12259097)"** **Rating:** 4.0/5.0 stars *— Blessed P.* [Read full review](https://www.g2.com/survey_responses/smartsupp-review-12259097) --- **"[Smartsupp’s All-in-One Live Chat, Chatbots, and Visitor Tracking Boosts Conversions](https://www.g2.com/survey_responses/smartsupp-review-12542937)"** **Rating:** 5.0/5.0 stars *— Andrea P.* [Read full review](https://www.g2.com/survey_responses/smartsupp-review-12542937) --- #### What Are G2 Users Discussing About Smartsupp? - [What is Smartsupp used for?](https://www.g2.com/discussions/what-is-smartsupp-used-for) ## What Is AI Sales Assistant Software? [Sales Tools](https://www.g2.com/categories/sales-tools) ## What Software Categories Are Similar to AI Sales Assistant Software? - [Sales Intelligence Software](https://www.g2.com/categories/sales-intelligence) - [Sales Engagement Software](https://www.g2.com/categories/sales-engagement) - [Conversation Intelligence Software](https://www.g2.com/categories/conversation-intelligence) --- ## 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