# Best AI Sales Assistant Software - Page 7

*By [Julie Jung](https://research.g2.com/insights/author/julie-jung)*


### What is AI sales assistant software?

AI sales assistant software uses artificial intelligence to help sales teams automate routine tasks, surface data-driven insights, and facilitate more personalized engagement with prospects and customers. It operates within existing sales tools and workflows to automate core sales activities such as lead qualification, follow-ups, pipeline management, forecasting, meeting scheduling, and CRM data entry.

### Core capabilities of AI sales assistant software

To qualify for inclusion in the AI Sales Assistant category, a product must:

- Support sales teams by automating basic tasks or providing predictive insights
- Utilize embedded artificial intelligence as a primary mechanism for delivering value
- Offer AI-assisted guidance, recommendations, or automation that enhances human decision-making while humans have control, visibility, and responsibility over the outcome
- Be purpose-built for sales workflows and use cases with features, data models, or outputs oriented around deals, pipelines, prospects, and revenue
- Integrate with or operate alongside core sales tools such as CRM, email, calendars, and communication platforms

### Common use cases for AI sales assistant software

Sales teams use AI sales assistants to reduce time spent on administrative work and focus more energy on high-value interactions. Common use cases include:

- Automating lead qualification, follow-up sequences, and meeting scheduling to accelerate pipeline progression
- Providing AI-driven forecasting and pipeline insights to help managers prioritize opportunities
- Handling data entry and CRM updates automatically to keep records accurate without manual input
- Providing recommended next steps informed by deal context, historical performance, and buyer engagement signals to guide reps toward the activities most likely to drive revenue
- Summarizing calls, emails, and meetings to give reps instant context before and after customer interactions
- Generating personalized outreach, call scripts, and email drafts using generative AI informed by deal context and prospect data

### How AI sales assistant software differs from other tools

AI sales assistant software should not be confused with [agentic AI software](https://www.g2.com/categories/agentic-ai). AI sales assistants often function as human-assisted copilots that support sales rep-initiated workflows, while AI agents are designed to run tasks more proactively and autonomously. Many AI sales assistants commonly include both copilot and agent-like capabilities. AI sales assistants can have broad overlap with [conversation intelligence software](https://www.g2.com/categories/conversation-intelligence), [sales analytics software](https://www.g2.com/categories/sales-analytics), and [sales intelligence software](https://www.g2.com/categories/sales-intelligence). However, AI sales assistants are differentiated by their focus on task automation, combined with the delivery of insights through embedded AI. They work alongside or integrate with [CRM software](https://www.g2.com/categories/crm) to automate routine operational work that would otherwise consume a salesperson's time.

### Insights from G2 on AI sales assistant software

According to data from G2, the most prominent features of this category include AI-powered pipeline visibility and automated follow-up tools. Increased productivity from reduced manual tasks and faster lead response stand out as primary outcomes of adoption.





## 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 (24,671 reviews) | CRM-native AI inside Salesforce workflows | "[Powerful, Customizable Sales Platform—But Needs Onboarding to Tame Complexity](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12936463)" |
| 2 | [Gong](https://www.g2.com/products/gong/reviews) | 4.7/5.0 (6,504 reviews) | Revenue intelligence anchored in call analysis | "[Actionable Conversation Insights That Keep Teams Aligned.](https://www.g2.com/survey_responses/gong-review-12837945)" |
| 3 | [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) | 4.4/5.0 (13,274 reviews) | Structured sales workflows tied to native CRM | "[Excellent CRM for sales teams](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13120963)" |
| 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 (9,359 reviews) | Combined data and engagement platform for outbound | "[One Platform for Prospecting, Outreach, and Pipeline Growth](https://www.g2.com/survey_responses/apollo-io-review-12951676)" |
| 6 | [Fathom](https://www.g2.com/products/fathom-video/reviews) | 5.0/5.0 (6,932 reviews) | Accurate AI meeting summaries with effortless setup | "[Stay Present in Zoom Meetings with Fathom’s Reliable Notes and Recaps](https://www.g2.com/survey_responses/fathom-review-13133298)" |
| 7 | [GTM Workspace - Powered by ZoomInfo](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/reviews) | 4.5/5.0 (8,876 reviews) | Enterprise B2B contact data with AI sales workspace | "[ZoomInfo GTM Workspace: Fast, Accurate Data and Strong ROI for Channel Prospecting](https://www.g2.com/survey_responses/gtm-workspace-powered-by-zoominfo-review-12893195)" |
| 8 | [Storylane](https://www.g2.com/products/storylane/reviews) | 4.7/5.0 (1,504 reviews) | — | "[Intuitive, Clean UI with Solid Performance and Helpful AI Features](https://www.g2.com/survey_responses/storylane-review-13022553)" |
| 9 | [Qualified](https://www.g2.com/products/qualified/reviews) | 4.9/5.0 (1,504 reviews) | AI SDR for inbound pipeline from website visitors | "[Streamlined Lead Qualification with AI-Powered Quality Assurance](https://www.g2.com/survey_responses/qualified-review-12974330)" |
| 10 | [B2B Rocket](https://www.g2.com/products/b2b-rocket/reviews) | 4.8/5.0 (294 reviews) | AI BDR agents for high-volume B2B outbound | "[Overall Great Experience](https://www.g2.com/survey_responses/b2b-rocket-review-12621068)" |

---
## What Are the Most Common Questions About AI Sales Assistant Software?
*AI-generated · Last updated: May 26, 2026*
### Which affordable AI sales assistants for medium businesses?
Based on G2 reviews, buyers looking for affordable options in this category often focus on tools that reduce manual follow-up, keep prospect activity organized, and help teams move faster without adding heavy process overhead. According to verified users, [Gong](https://www.g2.com/products/gong/reviews) is frequently mentioned for meeting summaries and coaching workflows, while [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) is praised for ease of use, lead management, and automation in one place. G2 reviewers mention [Fathom](https://www.g2.com/products/fathom-video/reviews) for note-taking and meeting recap support that helps teams stay focused during conversations. Across reviews, affordability concerns usually show up alongside ease of adoption and time savings.

**Here are some of the top-rated products on G2:**

- [Gong](https://www.g2.com/products/gong/reviews) – used for call summaries, coaching, deal visibility, and follow-up support
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) – helps teams centralize leads, automate follow-ups, and manage pipeline activity
- [Fathom](https://www.g2.com/products/fathom-video/reviews) – supports meeting transcription, action items, and quick recap sharing for sales conversations


### What best sales AI software according to reviews?
Based on G2 reviews, Gong stands out in this dataset as the most visible option for teams that want AI support around sales conversations, follow-up preparation, and coaching. According to verified users, Gong helps teams capture calls, generate summaries, surface next steps, and improve manager visibility into deal progress without relying only on rep notes. G2 reviewers mention that it is especially useful for reviewing calls, onboarding reps, and understanding customer concerns faster. At the same time, reviewers also note a learning curve and occasional need to validate AI-generated highlights, so buyers should weigh ease of adoption alongside the value of centralized conversation intelligence.

**Here are some of the top-rated products on G2:**

- [Gong](https://www.g2.com/products/gong/reviews) – supports call analysis, coaching, meeting summaries, and deal visibility from real customer conversations


### What best AI tool for enhancing sales process?
Based on G2 reviews, Gong appears as the strongest single pick in this category data for enhancing the sales process through call visibility, summaries, and follow-up support. According to verified users, it helps teams review conversations, understand why deals are slowing down, coach reps more effectively, and stay present during meetings without constant note-taking. G2 reviewers mention that searchable transcripts, AI-generated recaps, and insights into customer concerns make it easier to improve messaging and keep pipeline work organized. Buyers should note that reviewers also mention an initial learning curve and occasional accuracy checks on summaries, but overall the product is repeatedly tied to better visibility and more consistent execution.

**Here are some of the top-rated products on G2:**

- [Gong](https://www.g2.com/products/gong/reviews) – helps sales teams improve call coaching, follow-ups, and process visibility through conversation intelligence


### What most recommended AI service for sales teams?
Based on G2 reviews, the most commonly recommended products for sales teams in this dataset focus on conversation intelligence, CRM-centered workflow support, and admin reduction. According to verified users, [Gong](https://www.g2.com/products/gong/reviews) is often used for recording calls, generating summaries, and coaching teams from actual conversations. G2 reviewers mention [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) for lead prioritization, pipeline visibility, and reducing repetitive work inside a broader sales workflow. Reviewers also point to [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) for centralized lead management, automation, and easier adoption across growing teams. The common thread is saving rep time while improving focus on the right opportunities.

**Here are some of the top-rated products on G2:**

- [Gong](https://www.g2.com/products/gong/reviews) – used for coaching, call summaries, searchable transcripts, and deal insight
- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) – supports lead prioritization, CRM updates, and pipeline management
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) – centralizes outreach, deal tracking, and follow-up workflows for sales teams


### What AI software most effective for improving sales?
Based on G2 reviews, products seen as most effective for improving sales tend to help teams move faster on follow-up, reduce admin work, and create better visibility into what buyers are saying. According to verified users, [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) is frequently associated with automating lead qualification, organizing pipeline activity, and centralizing work in one place. G2 reviewers mention [Gong](https://www.g2.com/products/gong/reviews) for improving coaching and surfacing actionable call insights, while [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) is often tied to cleaner workflows, easier follow-up management, and stronger visibility into deals. Across reviews, effectiveness is usually linked to time savings and more focused selling.


### What best AI sales assistant software for small business?
Based on G2 reviews, Gong comes through as the clearest single winner in this dataset when buyers want an AI sales assistant software option that helps small teams stay organized around conversations and follow-up. According to verified users, it reduces manual note-taking by recording meetings, generating summaries, highlighting next steps, and making it easier to review calls later for coaching or preparation. G2 reviewers mention that it helps teams understand deal health and customer sentiment faster, which can be especially useful when a smaller sales team has to do more with less. Reviewers also mention some onboarding and usability learning, but the recurring value centers on visibility, call intelligence, and saved time.

**Here are some of the top-rated products on G2:**

- [Gong](https://www.g2.com/products/gong/reviews) – helps smaller teams capture calls, summarize meetings, and stay on top of follow-ups


### Which AI sales assistant software do other businesses use?
Based on G2 reviews, the most commonly used products represented in this category data are [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews), [Gong](https://www.g2.com/products/gong/reviews), and [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews). According to verified users, businesses use Agentforce Sales for lead prioritization, CRM updates, and pipeline management; Gong for call recording, summaries, and coaching; and HubSpot Sales Hub for centralizing outreach, deal tracking, and automation. G2 reviewers mention these tools in the context of reducing manual work, improving response consistency, and making customer interactions easier to track. Which one fits best usually depends on whether the team’s priority is workflow automation, conversation intelligence, or all-in-one CRM coordination.


### What top-rated AI app for sales?
Based on G2 reviews, the top-rated apps in this category dataset emphasize faster follow-up, easier note capture, and stronger visibility into pipeline activity. According to verified users, [Gong](https://www.g2.com/products/gong/reviews) is widely used for conversation intelligence and coaching, while [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) supports organized outreach and pipeline management. G2 reviewers mention [Fathom](https://www.g2.com/products/fathom-video/reviews) as a practical option for meeting summaries, transcripts, and action items that help reps stay present in calls. Across these reviews, buyers consistently value apps that cut admin time, preserve customer context, and make next steps easier to act on.

**Here are some of the top-rated products on G2:**

- [Gong](https://www.g2.com/products/gong/reviews) – best suited for teams that want searchable call insights and coaching workflows
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) – works well for lead tracking, follow-up automation, and CRM visibility
- [Fathom](https://www.g2.com/products/fathom-video/reviews) – useful for capturing meeting notes, transcripts, and action items automatically


### What what's the top AI sales app for increasing leads?
Based on G2 reviews, Gong is the strongest single winner in this dataset for buyers asking about an AI sales app that helps increase leads through better call handling, customer insight, and follow-up execution. According to verified users, it helps teams capture conversations, understand customer concerns, coach reps, and stay on top of what to do next without depending on scattered notes. G2 reviewers mention that the platform improves visibility into deal progress and helps sales teams learn what messaging resonates by analyzing real interactions. While some users note a learning curve and occasional need to validate AI outputs, the recurring theme is that better conversation visibility supports more effective prospecting and follow-through.

**Here are some of the top-rated products on G2:**

- [Gong](https://www.g2.com/products/gong/reviews) – helps teams capture lead conversations, identify next steps, and improve messaging through call analysis


### What best rated AI sales assistant tools?
Based on G2 reviews, the best rated AI sales assistant tools in this dataset usually combine sales conversation support, workflow automation, and centralized lead management. According to verified users, [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) is tied to automating CRM tasks and improving pipeline control, while [Gong](https://www.g2.com/products/gong/reviews) is valued for summaries, searchable calls, and coaching insights. G2 reviewers mention [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) for lead organization, follow-up consistency, and user-friendly workflow management. Buyers comparing AI Sales Assistant Software on G2 often care most about which tool reduces manual work while helping reps act faster and stay organized.

**Here are some of the top-rated products on G2:**

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) – useful for CRM automation, lead prioritization, and deal management
- [Gong](https://www.g2.com/products/gong/reviews) – strong for coaching, call capture, and surfacing next steps from conversations
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) – helps teams run outreach, track deals, and manage sales activity in one place




## G2 Grid® for AI Sales Assistant Software
![G2 Grid® for AI Sales Assistant Software plotting products by satisfaction and market presence](https://www.g2.com/categories/ai-sales-assistant/grids.png?focus%5B%5D=506&focus%5B%5D=24724&focus%5B%5D=6227&focus%5B%5D=3004&focus%5B%5D=19743&focus%5B%5D=577&focus%5B%5D=156120&focus%5B%5D=164832)
Highlighted products: Agentforce Sales (formerly Salesforce Sales Cloud), Gong, HubSpot Sales Hub, Salesloft, Apollo.io, GTM Workspace - Powered by ZoomInfo, Fathom, and Storylane.
Underlying data: [Grid® JSON](https://www.g2.com/categories/ai-sales-assistant/grids.json?focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=gong&focus%5B%5D=hubspot-sales-hub&focus%5B%5D=salesloft&focus%5B%5D=apollo-io&focus%5B%5D=gtm-workspace-powered-by-zoominfo&focus%5B%5D=fathom-video&focus%5B%5D=storylane)


## How Many AI Sales Assistant Software Products Does G2 Track?
**Total Products under this Category:** 622

### Category Stats (Jul 2026)
- **Average Rating**: 4.63/5 (↑0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product**: Coldreach (+2.32%) - Among all products in this category, Coldreach recorded the largest rating increase compared to last month
*Last updated: July 21, 2026*


## How Does G2 Rank AI Sales Assistant Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 169,000+ Authentic Reviews
- 622+ 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.


## 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)


---

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



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---


## AI Sales Assistant Software Features & Capabilities

### What are the Best AI Sales Assistant Software with Opportunity and Pipeline Management ?
Manages sales opportunities through their full lifecycle from lead to order, tracking stages, values, and close probabilities across pipelines by individual rep, team, region, and company-wide

**Top-rated AI Sales Assistant Software for Opportunity and Pipeline Management :**
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews)
- [Apollo.io](https://www.g2.com/products/apollo-io/reviews)
- [GTM Workspace - Powered by ZoomInfo](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/reviews)
[Explore AI Sales Assistant Software with Opportunity and Pipeline Management ](https://www.g2.com/categories/ai-sales-assistant/f/opportunity-and-pipeline-management)

### What are the Best AI Sales Assistant Software with Meeting Scheduling ?
Utilizes natural language processing to set up meetings. 

**Top-rated AI Sales Assistant Software for Meeting Scheduling :**
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews)
- [Apollo.io](https://www.g2.com/products/apollo-io/reviews)
- [GTM Workspace - Powered by ZoomInfo](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/reviews)
[Explore AI Sales Assistant Software with Meeting Scheduling ](https://www.g2.com/categories/ai-sales-assistant/f/meeting-scheduling)

### What are the Best AI Sales Assistant Software with Lead Follow-up?
Automatically contacts all leads. 

**Top-rated AI Sales Assistant Software for Lead Follow-up:**
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews)
- [Apollo.io](https://www.g2.com/products/apollo-io/reviews)
- [GTM Workspace - Powered by ZoomInfo](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/reviews)
[Explore AI Sales Assistant Software with Lead Follow-up](https://www.g2.com/categories/ai-sales-assistant/f/lead-follow-up)

### What are the Best AI Sales Assistant Software with Sales Forecasting ?
Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

**Top-rated AI Sales Assistant Software for Sales Forecasting :**
- [Gong](https://www.g2.com/products/gong/reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews)
- [Apollo.io](https://www.g2.com/products/apollo-io/reviews)
[Explore AI Sales Assistant Software with Sales Forecasting ](https://www.g2.com/categories/ai-sales-assistant/f/sales-forecasting)

### What are the Best AI Sales Assistant Software with Customer-facing Chatbot?
Offers a chatbot to initiate and carryout inital conversations with prospects and leads. 

**Top-rated AI Sales Assistant Software for Customer-facing Chatbot:**
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews)
- [Apollo.io](https://www.g2.com/products/apollo-io/reviews)
- [GTM Workspace - Powered by ZoomInfo](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/reviews)
[Explore AI Sales Assistant Software with Customer-facing Chatbot](https://www.g2.com/categories/ai-sales-assistant/f/customer-facing-chatbot)


## What Are the Top-Rated AI Sales Assistant Software Products in 2026?
### 1. [goodmeetings](https://www.g2.com/products/goodmeetings/reviews)
Goodmeetings is an AI-powered Meeting Insights & Automation Platform that transforms customer-facing revenue teams into productive high-performance units. Sales and customer success teams can focus solely on customers during meetings, while the Goodmeetings AI meeting wizard handles the rest. Goodmeetings records, transcribes and generate AI-powered Human-level notes, action items which are pushed into Email, Slack and CRM. With Goodmeetings, revenue and product teams can easily search for specific recordings, browse through summaries, topic mentions, behaviours & sentiment, and scan AI-picked video reel of Moments that matter. Teams can review hours of meetings in minutes, and collaborate by sharing coachable moments and customer feedback with the team and assigning actions. Sales and Customer Succes Leaders get full and crisp visibility on customer conversations and can save deals/accounts at risk proactively by reviewing summaries and Moments that Matter. Leaders can now coach their team on the right actions and behaviors armed with meeting insights and develop winning playbooks. G2 Users have rated Goodmeetings as one of the Top 50 Sales Software for 2023. In addition, Goodmeeings also features as a - High Perfomer: - Momentum Leader For more information, visit https://goodmeetings.ai


**Average Rating:** 4.7/5.0
**Total Reviews:** 70
**How Do G2 Users Rate goodmeetings?**

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 9.0/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 8.3/10 (Category avg: 8.6/10)
- **Coaching :** 8.3/10 (Category avg: 8.4/10)

**Who Is the Company Behind goodmeetings?**

- **Seller:** [Kharavela Technologies](https://www.g2.com/sellers/kharavela-technologies)
- **Year Founded:** 2021
- **HQ Location:** Bengaluru, IN
- **Twitter:** @GoodmeetingsAI (64 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/goodmeetings/ (14 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 68% Small-Business, 28% Mid-Market


#### What Are goodmeetings's Pros and Cons?

**Pros:**

- Ease of Use (10 reviews)
- Team Collaboration (7 reviews)
- Convenience (4 reviews)
- Navigation Ease (3 reviews)
- Reliability (3 reviews)

**Cons:**

- Limited Integrations (6 reviews)
- Limited Features (5 reviews)
- Missing Features (5 reviews)
- User Interface (4 reviews)
- Integration Issues (3 reviews)


### What Do G2 Reviewers Say About goodmeetings?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate the **ease of use** of Goodmeetings, facilitating effortless meeting data capture and analysis.
- Users love the **seamless team collaboration** facilitated by Goodmeetings, enhancing productivity and communication across multiple teams.
- Users value the **convenience** of easily recording and accessing meeting data for effective follow-up and analysis.
- Users appreciate the **navigation ease** of Goodmeetings, finding it intuitive for reviewing and engaging in discussions.
- Users love the **reliability** of goodmeetings, noting its stability and hassle-free experience for recordings and insights.

**Cons:**

- Users are hoping for more **integration options** in the future to enhance flexibility and functionality.
- Users find the **limited features** of goodmeetings somewhat restrictive, particularly in real-time call interactions.
- Users express concerns about **missing features** , like integration and UI improvements, affecting overall usability.
- Users note that the **user interface could be improved** , impacting overall usability and user experience in Goodmeetings.
- Users face **integration issues** with goodmeetings, highlighting the need for better compatibility with CRM platforms.

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

**"[Great tool for analyzing user feedback](https://www.g2.com/survey_responses/goodmeetings-review-9071912)"**

**Rating:** 5.0/5.0 stars
*— Ajay S.*

[Read full review](https://www.g2.com/survey_responses/goodmeetings-review-9071912)

---

**"[Best Meeting notetaker !](https://www.g2.com/survey_responses/goodmeetings-review-9637736)"**

**Rating:** 5.0/5.0 stars
*— Verified User in Information Technology and Services*

[Read full review](https://www.g2.com/survey_responses/goodmeetings-review-9637736)

---


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

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

### 2. [Selling.com](https://www.g2.com/products/selling-com/reviews)
Selling.com is a B2B pipeline generation platform that allows sales teams to address outbound challenges such as lack of accurate data and inefficient process from using multiple sales tools. It helps companies spearhead outbound growth using: 1. 97% accurate B2B contact data: real-time verification, 220M+ profiles and 75M+ mobile numbers, multi-source buying intent signals, and more. 2. Advanced search filters: target accounts by SIC & NAICS codes, delivery radius & ZIP codes, suppression list and technographic filters, and more. 3. Built-in sales engagement: email and call sequences, auto-dialer, multiple mailbox integration, and much more. 4. AI-based automations to eliminate repetitive work: workflows, AI email sequence generator, AI email generator, AI call coaching, and more. Selling.com started in 2019 to address the B2B data inaccuracies of established players. As a testament of its promise to companies struggling with outbound, it uses its own tool to create 95% of pipeline through cold calls and emails.


**Average Rating:** 4.6/5.0
**Total Reviews:** 150
**How Do G2 Users Rate Selling.com?**

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 7.5/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 7.5/10 (Category avg: 8.6/10)
- **Coaching :** 6.7/10 (Category avg: 8.4/10)

**Who Is the Company Behind Selling.com?**

- **Seller:** [Selling.com](https://www.g2.com/sellers/selling-com)
- **Year Founded:** 2019
- **HQ Location:** Newton, US
- **LinkedIn® Page:** https://www.linkedin.com/company/infotelligent/ (181 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Sales Manager, Business Development Manager
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 48% Mid-Market, 31% Small-Business


#### What Are Selling.com's Pros and Cons?

**Pros:**

- Ease of Use (15 reviews)
- Helpful (9 reviews)
- Contact Information (8 reviews)
- Lead Generation (8 reviews)
- Accuracy of Information (7 reviews)

**Cons:**

- Inaccurate Data (7 reviews)
- Outdated Contacts (5 reviews)
- Outdated Information (4 reviews)
- Data Inaccuracy (3 reviews)
- Inaccuracy (3 reviews)


### What Do G2 Reviewers Say About Selling.com?
*AI-generated summary from verified user reviews*

**Pros:**

- Users find the **ease of use** of Selling.com exceptional, appreciating its intuitive interface and simple navigation features.
- Users appreciate the **easy-to-use outreach capabilities** of Selling.com, enhancing their lead generation and marketing efforts.
- Users value the **accurate contact information** provided by Selling.com, enhancing outreach and lead generation effectively.
- Users value the **effective lead generation** capabilities of Selling.com, enhancing their outreach and marketing efforts significantly.
- Users value the **accuracy of information** provided by Selling.com, ensuring reliable and verified data for their needs.

**Cons:**

- Users report **inaccurate data** and insufficient mobile contact numbers, leading to dissatisfaction and eventual service cancellation.
- Users report that **outdated contacts** lead to high bounce rates, making data reliability a significant concern.
- Users report **outdated information** in Selling.com, leading to frustration and fewer valid contacts than expected.
- Users report **data inaccuracy** with high bounce rates and discrepancies in contact information, affecting reliability.
- Users report **inaccuracies in data and regional discrepancies** with Selling.com, leading to frustration and reduced reliability.

#### What Are Recent G2 Reviews of Selling.com?

**"[All-in-One Tool That Simplifies Outbound Prospecting](https://www.g2.com/survey_responses/selling-com-review-12879072)"**

**Rating:** 5.0/5.0 stars
*— Scott H.*

[Read full review](https://www.g2.com/survey_responses/selling-com-review-12879072)

---

**"[User-Friendly but Needs Data Accuracy Improvements](https://www.g2.com/survey_responses/selling-com-review-12940562)"**

**Rating:** 4.0/5.0 stars
*— Aadil A.*

[Read full review](https://www.g2.com/survey_responses/selling-com-review-12940562)

---


#### What Are G2 Users Discussing About Selling.com?

- [What is Infotelligent used for?](https://www.g2.com/discussions/what-is-infotelligent-used-for) - 1 comment

### 3. [SalesHero.io](https://www.g2.com/products/saleshero-io/reviews)
SalesHero.io is an AI-powered LinkedIn copilot that helps sales teams automate prospecting, personalize outreach, and consistently book qualified meetings — without hiring more SDRs. SalesHero boosts connection acceptance rates by 133%, first reply rates by 201%, and meetings booked by 32%.


**Average Rating:** 4.8/5.0
**Total Reviews:** 16
**How Do G2 Users Rate SalesHero.io?**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 7.4/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 7.4/10 (Category avg: 8.6/10)
- **Coaching :** 6.9/10 (Category avg: 8.4/10)

**Who Is the Company Behind SalesHero.io?**

- **Seller:** [SalesHero](https://www.g2.com/sellers/saleshero-069b95f4-fe10-4239-be36-ff0617cf68a0)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/salesheroio/ (7 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 94% Small-Business, 6% Mid-Market


#### What Are SalesHero.io's Pros and Cons?

**Pros:**

- Time-saving (7 reviews)
- Helpful (3 reviews)
- Intuitive (3 reviews)
- Customizability (2 reviews)
- Ease of Use (2 reviews)

**Cons:**

- AI Limitations (1 reviews)
- Linking Issues (1 reviews)
- Missing Features (1 reviews)


### What Do G2 Reviewers Say About SalesHero.io?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **time-saving features** of SalesHero.io, which streamline lead generation and administrative tasks efficiently.
- Users find SalesHero to be **exceptionally helpful** for networking, analysis, and saving time on admin tasks.
- Users appreciate the **intuitive interface** of SalesHero.io that streamlines tasks and enhances meeting efficiency.
- Users love the **customizability** of SalesHero.io, tailoring the tool to fit their specific needs and domains.
- Users appreciate the **ease of use** of SalesHero.io, benefiting from its automated, user-friendly interface and customizable features.

**Cons:**

- Users find AI-generated messages to be **generic** , and campaigns can’t run without an active computer.
- Users face difficulties with **duplicate connections** on LinkedIn, impacting their linking process within SalesHero.io.
- Users notice **missing features** in SalesHero.io, such as lack of offline access and generic AI-generated messages.

#### What Are Recent G2 Reviews of SalesHero.io?

**"[Saves a lot of our time](https://www.g2.com/survey_responses/saleshero-io-review-11350420)"**

**Rating:** 5.0/5.0 stars
*— Meghdeep M.*

[Read full review](https://www.g2.com/survey_responses/saleshero-io-review-11350420)

---

**"[Saving tons of hours for LinkedIn network connection](https://www.g2.com/survey_responses/saleshero-io-review-11422029)"**

**Rating:** 4.5/5.0 stars
*— Bei E.*

[Read full review](https://www.g2.com/survey_responses/saleshero-io-review-11422029)

---



### 4. [Overloop.ai](https://www.g2.com/products/overloop-ai/reviews)
AI-powered Sales Automation Platform Overloop AI engine sources new leads, writes your emails, and books meetings for you while you sleep. Welcome to the future of sales! ## Free 90% of your SDRs’ time ## Overloop's powerful AI engine automates everything boring in a sales prospecting job. You'll never have to source leads on LinkedIn or write cold emails again! ## Lead Sourcing ## Overloop leverages an AI-powered B2B database of 450M+ contacts and will source new leads while you sleep! Define your ICP, and Overloop will build your lists 100% automatically. ## Multi-channel Outbound Campaigns ## Our AI engine automatically generates top-performing multi-channel outbound campaigns based on thousands of already-sent campaigns, optimizing the number of steps and delays between each message. No more complex campaign editor; Overloop handles everything and optimizes every campaign for maximum results! Multi-channel engagement platform For better results, Overloop automates follow-up interactions by email and on LinkedIn and maintains consistent lead engagement. ## Hyper-personalization at scale ## Overloop's AI engine analyzes the lead's website and social profiles to write ultra-personalized and impactful cold emails (and LinkedIn messages) with zero typing required! Forget about templates and variables; every email is 100% unique!


**Average Rating:** 4.4/5.0
**Total Reviews:** 135
**How Do G2 Users Rate Overloop.ai?**

- **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 8.3/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 7.9/10 (Category avg: 8.6/10)
- **Coaching :** 6.7/10 (Category avg: 8.4/10)

**Who Is the Company Behind Overloop.ai?**

- **Seller:** [Overloop SRL](https://www.g2.com/sellers/overloop-srl)
- **Year Founded:** 2015
- **HQ Location:** Namur, Walloon Region
- **LinkedIn® Page:** https://www.linkedin.com/company/prospect.io/ (10 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Computer Software, Marketing and Advertising
- **Company Size:** 74% Small-Business, 23% Mid-Market


#### What Are Overloop.ai's Pros and Cons?

**Pros:**

- Ease of Use (2 reviews)
- Effective (2 reviews)
- LinkedIn Integration (2 reviews)
- Affordable (1 reviews)
- Automation (1 reviews)

**Cons:**

- Expensive (1 reviews)
- Limited Credits (1 reviews)
- Missing Features (1 reviews)
- Missing Information (1 reviews)
- Poor Lead Generation (1 reviews)


### What Do G2 Reviewers Say About Overloop.ai?
*AI-generated summary from verified user reviews*

**Pros:**

- Users find Overloop.ai incredibly **easy to use** , with effective integrations and smart outreach limits enhancing their experience.
- Users find Overloop.ai to be **incredibly effective** for sourcing leads and enhancing their sales processes.
- Users highlight the **robust LinkedIn integration** of Overloop.ai, enhancing lead sourcing and outreach efficiency.
- Users value the **affordability** of Overloop.ai, noting significant cost savings that can quickly offset the investment.
- Users value the **automation capabilities** of Overloop.ai, appreciating its ease of use and LinkedIn integration.

**Cons:**

- Users find Overloop.ai **expensive** , making it difficult for small businesses and individuals to afford its valuable features.
- Users desire options to **purchase additional credits** as current limits can hinder usage flexibility.
- Users highlight the **missing free trial** , which limits the opportunity to evaluate Overloop.ai before purchasing.
- Users find the **percentage of leads' emails** lower than expected, impacting their outreach effectiveness.
- Users find the **lead generation effectiveness** disappointing, as the email acquisition percentage falls below expectations.

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

**"[Overloop.ai Review: Powerful AI-Driven Prospecting That Saves Hours - But Pricing & Setup Need Work](https://www.g2.com/survey_responses/overloop-ai-review-13023142)"**

**Rating:** 4.0/5.0 stars
*— Verified User in Accounting*

[Read full review](https://www.g2.com/survey_responses/overloop-ai-review-13023142)

---

**"[Clean, Simple, and Puts LinkedIn Outreach on Autopilot](https://www.g2.com/survey_responses/overloop-ai-review-12923368)"**

**Rating:** 5.0/5.0 stars
*— James D.*

[Read full review](https://www.g2.com/survey_responses/overloop-ai-review-12923368)

---


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

- [How has Overloop improved your sales prospecting, and what advice would you give to new users?](https://www.g2.com/discussions/how-has-overloop-improved-your-sales-prospecting-and-what-advice-would-you-give-to-new-users)
- [What is lead fuse?](https://www.g2.com/discussions/what-is-lead-fuse)
- [How do you use prospect io?](https://www.g2.com/discussions/how-do-you-use-prospect-io)
- [What does prospect io do?](https://www.g2.com/discussions/what-does-prospect-io-do)
- [What is prospecting software?](https://www.g2.com/discussions/what-is-prospecting-software)

### 5. [Whyzer](https://www.g2.com/products/whyzer/reviews)
Whyzer helps enterprise sellers craft boardroom-ready Points of View in minutes — not weeks. Whyzer is the AI-powered Point of View OS for strategic B2B sellers. Connect company data, financial filings, and industry insights to instantly build persuasive Points of View that resonate with executives. Reduce research time by up to 90%, uncover financial triggers, and position your solution to win larger deals, faster.


**Average Rating:** 4.7/5.0
**Total Reviews:** 10

**Who Is the Company Behind Whyzer?**

- **Seller:** [Whyzer.ai](https://www.g2.com/sellers/whyzer-ai)
- **Year Founded:** 1990
- **HQ Location:** Amersfoort, NL
- **LinkedIn® Page:** https://www.linkedin.com/company/whyzer-ai/ (4 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 50% Mid-Market, 40% Enterprise


#### What Are Whyzer's Pros and Cons?

**Pros:**

- Accuracy (1 reviews)
- Ease of Use (1 reviews)

**Cons:**

- Inaccuracy (1 reviews)


### What Do G2 Reviewers Say About Whyzer?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate the **accuracy** of Whyzer, as it effectively synthesizes vast information into an easily understandable format.
- Users appreciate the **ease of use** of Whyzer, enabling simple synthesis of vast information for effective storytelling.

**Cons:**

- Users note that Whyzer can sometimes provide **inaccurate information** , affecting its overall reliability and usefulness.

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

**"[Whyzer: A must have for Enterprise and Strategic Accounts. Extremely valuable for Mid-Market and Commercial](https://www.g2.com/survey_responses/whyzer-review-12891614)"**

**Rating:** 5.0/5.0 stars
*— Tobia L.*

[Read full review](https://www.g2.com/survey_responses/whyzer-review-12891614)

---

**"[A Comprehensive Hub for Financial Data Insights](https://www.g2.com/survey_responses/whyzer-review-12885766)"**

**Rating:** 4.5/5.0 stars
*— Michael S.*

[Read full review](https://www.g2.com/survey_responses/whyzer-review-12885766)

---



### 6. [Signpost](https://www.g2.com/products/signpost/reviews)
Signpost is an AI-powered communications platform built for home service contractors. It uses AI voice agents, instant responders, and AI SMS to help small businesses be the first to respond to every customer. AI Voice Agent: Signpost's AI Voice Agent picks up 24/7, greets callers in a natural voice, answers common FAQ, and captures lead details. Instant Responders: Signpost's Instant Responders send a personalized message to customers who reach out on platforms like Angi, Thumbtack, or Facebook. AI SMS: Signpost's AI SMS responds to incoming leads, qualifies their request, and keeps the conversation moving, even after-hours or on the job. Messaging Hub: Signpost's Messaging Hub brings every customer conversation, including inbound calls, texts, and inquiries on platforms like Angi and Thumbtack, into a single inbox.


**Average Rating:** 3.7/5.0
**Total Reviews:** 56
**How Do G2 Users Rate Signpost?**

- **Has the product been a good partner in doing business?:** 7.0/10 (Category avg: 9.4/10)

**Who Is the Company Behind Signpost?**

- **Seller:** [Signpost](https://www.g2.com/sellers/signpost)
- **Year Founded:** 2010
- **HQ Location:** Austin, TX
- **Twitter:** @Signpost (2,306 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/signpost/ (135 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Consumer Services, Marketing and Advertising
- **Company Size:** 84% Small-Business, 7% Enterprise


#### What Are Signpost's Pros and Cons?

**Pros:**

- Automation (5 reviews)
- Ease of Use (5 reviews)
- Automation Features (4 reviews)
- Helpful (4 reviews)
- Time Efficiency (4 reviews)

**Cons:**

- Slow Loading (3 reviews)
- Slow Performance (3 reviews)
- Dashboard Issues (2 reviews)
- Data Inaccuracy (2 reviews)
- Incomplete Information (2 reviews)


### What Do G2 Reviewers Say About Signpost?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate the **automation** features of Signpost, enhancing customer management and saving time through automated follow-ups.
- Users love the **ease of use** of Signpost, finding the initial setup and automation features straightforward and helpful.
- Users value the **automation features** of Signpost for simplifying customer management and enhancing relationship building.
- Users find Signpost's **email follow-up automation** crucial for saving time and improving customer engagement.
- Users appreciate the **time efficiency** of Signpost, automating customer management and follow-ups to focus on growth.

**Cons:**

- Users report a **slow loading** experience, particularly when dealing with large contact lists and third-party syncs.
- Users find **slow performance** in Signpost, particularly when managing large contact lists and loading pages.
- Users find the **dashboard difficult to navigate** and feel it's not user-friendly, hindering their experience.
- Users find **data inaccuracy** problematic due to unclear presentation, outdated information, and limited customization options.
- Users find the **incomplete information** on Signpost frustrating, as it leads to confusion and outdated data.

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

**"[Boosts Customer Relations with Ease](https://www.g2.com/survey_responses/signpost-review-12295175)"**

**Rating:** 4.0/5.0 stars
*— Julia E.*

[Read full review](https://www.g2.com/survey_responses/signpost-review-12295175)

---

**"[Seamless Communication Hub with Marketing Automation](https://www.g2.com/survey_responses/signpost-review-12824038)"**

**Rating:** 4.5/5.0 stars
*— RAHUL K.*

[Read full review](https://www.g2.com/survey_responses/signpost-review-12824038)

---


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

- [What is Signpost used for?](https://www.g2.com/discussions/what-is-signpost-used-for)
- [How much does signpost cost?](https://www.g2.com/discussions/how-much-does-signpost-cost)
- [What are the 5 signposts?](https://www.g2.com/discussions/what-are-the-5-signposts)
- [What are the 6 signposts?](https://www.g2.com/discussions/what-are-the-6-signposts)
- [What are examples of signposts?](https://www.g2.com/discussions/what-are-examples-of-signposts)

### 7. [Quilt](https://www.g2.com/products/quilt-app/reviews)
Quilt is building knowledge assistants for GTM teams. Our knowledge platform provides a comprehensive view of your organization’s data, allowing content to stay up-to-date without manual maintenance. Our knowledge assistants are available anywhere, from RFPs to Slack to live customer conversations. Solutions and GTM teams at Rubrik, Webflow, Watershed, Ashby, CaptivateIQ, Handle, Decagon, Kumo.ai, and more trust Quilt to empower their work. - Quilt is saving solutions teams thousands of hours a year by automating Q&A and response generation - Quilt has seamless integration with your tools (Google Suite, Confluence, Notion, Zoom) and keeps your knowledge up-to-date without needing manual maintenance - Quilt allows for same-day turnaround of RFPs and security questionnaires with a fully automated first pass - Strong data security (SOC 2 Type II compliant, TLS 1.2/1.3, AES-256 at-rest and in-transit encryption, data isolation for each customer) Quilt is headquartered in San Francisco and backed by Sequoia Capital. Request a demo at https://quilt.app to get started.


**Average Rating:** 4.9/5.0
**Total Reviews:** 16
**How Do G2 Users Rate Quilt?**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 6.9/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 8.6/10 (Category avg: 8.6/10)
- **Coaching :** 6.9/10 (Category avg: 8.4/10)

**Who Is the Company Behind Quilt?**

- **Seller:** [Quilt](https://www.g2.com/sellers/quilt-910b0033-8d44-4e05-8da8-bb6d5fdd7dc2)
- **Year Founded:** 2023
- **HQ Location:** San Francisco, USA
- **LinkedIn® Page:** https://www.linkedin.com/company/quiltapp/ (3 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Computer Software
- **Company Size:** 50% Mid-Market, 25% Small-Business


#### What Are Quilt's Pros and Cons?

**Pros:**

- Speed (4 reviews)
- Time-saving (4 reviews)
- Fast Response (3 reviews)
- Helpful (3 reviews)
- Accuracy (2 reviews)

**Cons:**

- Limitations (2 reviews)
- Limited Functionality (2 reviews)
- Missing Features (2 reviews)
- Access Limitations (1 reviews)
- Editing Issues (1 reviews)


### What Do G2 Reviewers Say About Quilt?
*AI-generated summary from verified user reviews*

**Pros:**

- Users find that Quilt significantly improves **response speed** , allowing them to focus on more critical tasks with ease.
- Users appreciate the **time-saving benefits** of Quilt, allowing them to focus more on customer engagement and impactful tasks.
- Users value the **fast response** time of Quilt, enabling quick answers and expedited RFP completion.
- Users praise Quilt for its **time-saving capabilities** in completing complex RFPs efficiently and effectively.
- Users find Quilt’s **technical accuracy** in responses significantly enhances efficiency and effectiveness in handling RFPs.

**Cons:**

- Users note some **limitations in multi-language capabilities** and desire broader file format support for better compatibility.
- Users wish for **expanded functionality** in Quilt, particularly in supporting various file formats and enterprise features.
- Users note the **missing features** in Quilt, particularly the lack of support for various file formats and reporting tools.
- Users note **access limitations** in Quilt's multi-language capabilities and compatibility with Google Docs, hindering usability.
- Users find **editing issues** with Quilt, including funky edit histories and inflexible formatting, affecting usability.

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

**"[Less time in spreadsheets, more time for work that moves deals forward.](https://www.g2.com/survey_responses/quilt-review-10053200)"**

**Rating:** 5.0/5.0 stars
*— Chapman S.*

[Read full review](https://www.g2.com/survey_responses/quilt-review-10053200)

---

**"[Excellent solution for RFPs, security questionnaires, and cross-functional KB uses](https://www.g2.com/survey_responses/quilt-review-10063186)"**

**Rating:** 5.0/5.0 stars
*— Scott S.*

[Read full review](https://www.g2.com/survey_responses/quilt-review-10063186)

---



### 8. [Zilliant](https://www.g2.com/products/zilliant/reviews)
Zilliant helps companies unlock the power of pricing by putting pricing at the heart of every business. Zilliant enables companies to manage the entire pricing lifecycle on a single platform so they can create better buying experiences and drive profitable growth. With Zilliant for Pricing, companies can: 1) Improve Margins through Optimized Pricing: Create a single source of truth for pricing to react quickly to market fluctuations and determine the best pricing strategy 2) Deliver Pricing Across Every Buying Channel: Ensure optimized list and customer-specific pricing is consistent across direct sales, partners, and self-service 3) Close Deals Faster while Increasing Financial Control: Provide guardrails for sales and customers to close their own deals that deliver pricing within corporate strategy guidelines Improve Win Rates with AI-Driven Deal Opportunities: Bring together pricing data, sales workflows and AI to identify and execute on time-sensitive, cross-sell and upsell opportunities Zilliant's solutions include: • Zilliant Price Management & Optimization - Gain control and speed with the right price while improving margins • Zilliant Revenue Intelligence - Transform insights into sales actions to accelerate revenue • Zilliant CPQ - Streamline the sales process to win deals and improve buying experiences


**Average Rating:** 4.4/5.0
**Total Reviews:** 59
**How Do G2 Users Rate Zilliant?**

- **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 8.8/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 7.9/10 (Category avg: 8.6/10)
- **Coaching :** 9.2/10 (Category avg: 8.4/10)

**Who Is the Company Behind Zilliant?**

- **Seller:** [Zilliant](https://www.g2.com/sellers/zilliant)
- **Year Founded:** 1999
- **HQ Location:** Austin, TX
- **Twitter:** @zilliant (3,351 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/zilliant (174 employees on LinkedIn®)
- **Phone:** +1 512-531-8503

**Who Uses This Product?**
- **Company Size:** 46% Enterprise, 38% Mid-Market


#### What Are Zilliant's Pros and Cons?

**Pros:**

- Pricing Optimization (4 reviews)
- Accuracy (1 reviews)
- Customer Support (1 reviews)
- Data Accuracy (1 reviews)
- Dynamic Pricing (1 reviews)

**Cons:**

- AI Limitations (1 reviews)
- Change Management (1 reviews)
- Complex Implementation (1 reviews)
- Confusion (1 reviews)
- Difficult Learning Process (1 reviews)


### What Do G2 Reviewers Say About Zilliant?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **streamlined pricing strategies** of Zilliant, enhancing decision-making and accuracy in pricing management.
- Users value the **accuracy** of Zilliant, ensuring reliable pricing decisions and streamlined configurations.
- Users value the **responsive customer support** of Zilliant, providing expertise and assistance whenever needed.
- Users value the **data accuracy** of Zilliant, ensuring reliable pricing and streamlined decision-making processes.
- Users value the **dynamic pricing accuracy** of Zilliant, enhancing decision-making with real-time insights and simplicity.

**Cons:**

- Users feel the need for improved **AI integration** in Zilliant to enhance functionality and effectiveness.
- Users experience a **constant state of change** with Zilliant, lacking a clear roadmap and relevant use cases.
- Users find the **complex implementation** of Zilliant requires more programming expertise than necessary, hindering usability.
- Users experience **confusion** due to constant changes and unclear roadmaps, lacking relevant use cases for CPQ.
- Users find the **difficult learning process** of Zilliant challenging due to excessive programming requirements.

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

**"[Streamlines Pricing Strategies and Enhances Decision Making](https://www.g2.com/survey_responses/zilliant-review-11935975)"**

**Rating:** 4.5/5.0 stars
*— charlotte s.*

[Read full review](https://www.g2.com/survey_responses/zilliant-review-11935975)

---

**"[Data and science driven products to ensure pricing performance](https://www.g2.com/survey_responses/zilliant-review-10463359)"**

**Rating:** 5.0/5.0 stars
*— Julien O.*

[Read full review](https://www.g2.com/survey_responses/zilliant-review-10463359)

---


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

- [How do you use Zilliant?](https://www.g2.com/discussions/how-do-you-use-zilliant)
- [What is software pricing?](https://www.g2.com/discussions/what-is-software-pricing)
- [How much does zilliant cost?](https://www.g2.com/discussions/how-much-does-zilliant-cost)
- [What does Zilliant do?](https://www.g2.com/discussions/what-does-zilliant-do)

### 9. [Revenoid (Previously Evabot)](https://www.g2.com/products/revenoid-previously-evabot/reviews)
Revenoid is your AI-powered partner in sales prospecting, designed to take Signal Led Prospecting to the next level. Imagine having a tool that scans 10-K reports, earnings calls, news, and social media to provide you with the most relevant and up-to-date insights. That's what Revenoid does, empowering sales reps with precision sales triggers that make all the difference. By combining expert frameworks with AI-driven insights, Revenoid helps you craft personalized and impactful communication. With features like Messaging 2.0, Call Prep Notes, and an Omnichannel Outreach Hub, Revenoid equips sales professionals to build stronger relationships and achieve greater success. In a nutshell, Revenoid simplifies and elevates your entire sales workflow, making your outreach more effective and your results more impressive.


**Average Rating:** 4.5/5.0
**Total Reviews:** 40
**How Do G2 Users Rate Revenoid (Previously Evabot)?**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 8.5/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 8.2/10 (Category avg: 8.6/10)
- **Coaching :** 8.5/10 (Category avg: 8.4/10)

**Who Is the Company Behind Revenoid (Previously Evabot)?**

- **Seller:** [Evabot](https://www.g2.com/sellers/evabot)
- **Year Founded:** 2017
- **HQ Location:** San Fracisco, CA
- **LinkedIn® Page:** https://www.linkedin.com/company/evabot (38 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Computer Software, E-Learning
- **Company Size:** 83% Mid-Market, 15% Small-Business


#### What Are Revenoid (Previously Evabot)'s Pros and Cons?

**Pros:**

- Ease of Use (14 reviews)
- Time-saving (11 reviews)
- Helpful (10 reviews)
- Personalization (9 reviews)
- Useful (8 reviews)

**Cons:**

- Slow Loading (5 reviews)
- Outdated Data (4 reviews)
- Outdated Information (4 reviews)
- Technical Issues (4 reviews)
- Email Issues (2 reviews)


### What Do G2 Reviewers Say About Revenoid (Previously Evabot)?
*AI-generated summary from verified user reviews*

**Pros:**

- Users find Revenoid's **ease of use** remarkable, enabling efficient outreach and streamlined information gathering effortlessly.
- Users value the **time-saving features** of Revenoid, allowing for more focus on engaging with prospects and less on research.
- Users value the **excellent customer experience** and ease of use, enhancing their outreach and prospect engagement.
- Users love the **personalization features** of Revenoid, enabling uniquely crafted emails and LinkedIn messages for effective communication.
- Users find Revenoid to be **highly effective for research and engagement** , greatly improving their productivity in sales efforts.

**Cons:**

- Users report that Revenoid is **slow to load** , which impacts their overall experience and access to information.
- Users find that Evabot can occasionally provide **outdated data** , necessitating additional verification of the information presented.
- Users often face **outdated information** from Revenoid, necessitating manual verification for accuracy and relevance.
- Users experience **technical issues** with Revenoid, such as slow loading and outdated information, requiring frequent verification.
- Users experience **loading issues** with email IDs and profiles, although support is quick to address concerns.

#### What Are Recent G2 Reviews of Revenoid (Previously Evabot)?

**"[Very good automation software](https://www.g2.com/survey_responses/revenoid-previously-evabot-review-11425097)"**

**Rating:** 5.0/5.0 stars
*— Mohsin M.*

[Read full review](https://www.g2.com/survey_responses/revenoid-previously-evabot-review-11425097)

---

**"[It's one of the best SDR copilots](https://www.g2.com/survey_responses/revenoid-previously-evabot-review-10793984)"**

**Rating:** 4.5/5.0 stars
*— Mauricio C.*

[Read full review](https://www.g2.com/survey_responses/revenoid-previously-evabot-review-10793984)

---



### 10. [Coevera](https://www.g2.com/products/coevera/reviews)
Coevera: The AI-Native Revenue Platform Built for How Selling Actually Works Today Coevera is the AI-native revenue platform redefining how modern sales organizations operate, collaborate, and grow. Born from more than a decade of CRM innovation as Pipeliner, Coevera represents the next evolution: a purpose-built system designed not to digitize old sales processes, but to reimagine them for an era where AI is a teammate, not a tool. At the heart of Coevera is a simple conviction—traditional CRMs were built for managers to extract data from sellers. Coevera flips that model. It's built for sellers, with AI woven into every workflow to eliminate busywork, surface insight, and accelerate revenue. The result is a platform where reps actually want to log in, managers get the visibility they need without the chase, and leadership gains a real-time understanding of pipeline health, risk, and opportunity. Coevera is powered by Voyager AI, an intelligent engine that continuously learns from your sales motion to deliver predictive guidance, contextual recommendations, and automated execution. The Collaborator transforms the CRM from a system of record into a system of engagement—a true AI partner that helps sellers prepare for calls, draft communications, navigate complex deals, and stay ahead of every opportunity. The Automatizer workflow engine removes the manual friction that drains seller productivity, while native Model Context Protocol (MCP) integration ensures Coevera connects seamlessly with the broader AI ecosystem your business already relies on. What truly sets Coevera apart is its commitment to being AI-native, not AI-washed. Unlike legacy platforms that bolt generative features onto decades-old architecture, Coevera was rebuilt from the ground up to make intelligence the default state of the system—not a premium add-on. Every dashboard, pipeline view, and workflow is designed to think alongside you. Coevera also champions visual selling, intuitive navigation, and rapid time-to-value. Implementation is measured in weeks, not quarters. Adoption is high because the experience is built around the seller, not against them. For organizations ready to move beyond the limitations of legacy CRM and embrace a smarter, faster, more human way to sell, Coevera is the platform built for what's next. It's not just a new name—it's a new category. Welcome to AI-native revenue. Coevera. Sales, evolved.


**Average Rating:** 4.6/5.0
**Total Reviews:** 444
**How Do G2 Users Rate Coevera?**

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

**Who Is the Company Behind Coevera?**

- **Seller:** [Pipelinersales Inc.](https://www.g2.com/sellers/pipelinersales-inc)
- **Company Website:** https://www.coevera.com
- **Year Founded:** 2007
- **HQ Location:** Los Angeles, CA
- **LinkedIn® Page:** https://www.linkedin.com/company/2067987/ (122 employees on LinkedIn®)
- **Phone:** (888) 843-6699

**Who Uses This Product?**
- **Who Uses This:** Director, President
- **Top Industries:** Information Technology and Services, Marketing and Advertising
- **Company Size:** 71% Small-Business, 23% Mid-Market


#### What Are Coevera's Pros and Cons?

**Pros:**

- Ease of Use (13 reviews)
- Easy Tracking (7 reviews)
- Helpful (7 reviews)
- User Interface (7 reviews)
- User-Friendly (6 reviews)

**Cons:**

- Limited Customization (6 reviews)
- Expensive (5 reviews)
- Complexity (4 reviews)
- Integration Issues (3 reviews)
- Learning Curve (3 reviews)


### What Do G2 Reviewers Say About Coevera?
*AI-generated summary from verified user reviews*

**Pros:**

- Users love the **ease of use** of Coevera, appreciating its intuitive interface and seamless functionality for daily tasks.
- Users value the **easy tracking** of deals through the intuitive visual sales pipeline, enhancing process management significantly.
- Users praise **streamlined lead generation** with Coevera, enhancing productivity and providing clear insights on opportunities.
- Users praise the **highly visual and intuitive interface** of Coevera, facilitating quick tracking of deals and performance.
- Users appreciate the **user-friendly interface** of Coevera, enjoying its intuitive design and easy navigation for daily tasks.

**Cons:**

- Users find **limited customization** options in Coevera, which hampers organization and flexibility in document management.
- Users find Coevera to be **expensive** , making it difficult for small businesses to afford the service.
- Users find the **complexity** of Coevera challenging, especially regarding deployment and managing features effectively.
- Users express frustration over **integration issues** , limiting flexibility and making usage less seamless with other tools.
- Users find the **learning curve steep** initially due to the complexity of features and limited customization options.

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

**"[Handling Consultation Activities and Follow Up Tracking Feels More Structured](https://www.g2.com/survey_responses/coevera-review-12886493)"**

**Rating:** 5.0/5.0 stars
*— Ishan S.*

[Read full review](https://www.g2.com/survey_responses/coevera-review-12886493)

---

**"[The real value showed up when I stopped using it like a database](https://www.g2.com/survey_responses/coevera-review-13022665)"**

**Rating:** 4.5/5.0 stars
*— Yaroslav B.*

[Read full review](https://www.g2.com/survey_responses/coevera-review-13022665)

---


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

- [What is Pipeliner CRM used for?](https://www.g2.com/discussions/pipeliner-crm-what-is-pipeliner-crm-used-for)
- [What is Pipeliner CRM used for?](https://www.g2.com/discussions/what-is-pipeliner-crm-used-for) - 1 comment

### 11. [Zopto](https://www.g2.com/products/zopto/reviews)
Attract hundreds of hot leads by targeting your ideal customers on LinkedIn! 💥 As the #1 Linkedin social selling tool, our algorithm mimics human behaviour so you never get banned and can maintain a consistent stream of leads.


**Average Rating:** 4.5/5.0
**Total Reviews:** 70
**How Do G2 Users Rate Zopto?**

- **Has the product been a good partner in doing business?:** 8.1/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 8.6/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 6.9/10 (Category avg: 8.6/10)
- **Coaching :** 8.6/10 (Category avg: 8.4/10)

**Who Is the Company Behind Zopto?**

- **Seller:** [Zopto](https://www.g2.com/sellers/zopto)
- **Year Founded:** 2018
- **HQ Location:** N/A
- **Twitter:** @Zopto (17 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/zopto-co/ (16 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 90% Small-Business, 10% Mid-Market


#### What Are Zopto's Pros and Cons?

**Pros:**

- Ease of Use (3 reviews)
- Automation (2 reviews)
- Customer Support (2 reviews)
- Helpful (2 reviews)
- LinkedIn Integration (2 reviews)

**Cons:**

- Expensive (1 reviews)
- Missing Features (1 reviews)
- Slow Performance (1 reviews)
- Software Bugs (1 reviews)


### What Do G2 Reviewers Say About Zopto?
*AI-generated summary from verified user reviews*

**Pros:**

- Users commend Zopto's **ease of use** , finding the setup process straightforward and support incredibly helpful.
- Users value the **automation capabilities** of Zopto, appreciating time-saving features and proactive campaign monitoring.
- Users appreciate Zopto's **fantastic customer support** , ensuring timely assistance whenever questions arise during outreach automation.
- Users find Zopto **user-friendly and intuitive** , making campaign setup and monitoring effortless and effective.
- Users highlight the **effortless LinkedIn automation** of Zopto, making campaign management seamless and effective.

**Cons:**

- Users feel the need for a **better pricing package** for Zopto, particularly when accommodating multiple users.
- Users desire a **more robust email creation editor** in Zopto, especially for graphic content features.
- Users acknowledge the **slow performance** of Zopto, though communication about this issue was clear from the start.
- Users experience occasional **software bugs** , but the client success manager effectively addresses these issues.

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

**"[One of the Linkedin Automation OGs](https://www.g2.com/survey_responses/zopto-review-4569685)"**

**Rating:** 5.0/5.0 stars
*— Howard S.*

[Read full review](https://www.g2.com/survey_responses/zopto-review-4569685)

---

**"[LinkedIn Lead Gen Tool with Amazing Support!](https://www.g2.com/survey_responses/zopto-review-10290875)"**

**Rating:** 4.0/5.0 stars
*— Norm F.*

[Read full review](https://www.g2.com/survey_responses/zopto-review-10290875)

---


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

- [Is Zopto free?](https://www.g2.com/discussions/is-zopto-free)
- [Is Zopto legit?](https://www.g2.com/discussions/is-zopto-legit)
- [What is Zopto?](https://www.g2.com/discussions/what-is-zopto)
- [How does Zopto work?](https://www.g2.com/discussions/how-does-zopto-work)

### 12. [Periodix](https://www.g2.com/products/periodix/reviews)
Periodix is the 1st LinkedIn AI sales-generating tool and auto sales assistant software, built for automated outreach and custom context-aware re-engagement. The software uses AI to generate new leads, send personalized outreach messages, contextual follow up with prospects, re-engage cold or inactive leads, handle objections, and book meetings, helping sales teams and recruiters automate LinkedIn communication and close more deals. Periodix features - AI-crafted messaging - automated call scheduling - centralized inbox and call management - analytics from connection request to call - custom contextual re-engagement sequences ensuring both new outreach and ongoing lead nurturing are fully optimized. Key Features: Automated Outreach & Re-Engagement: Reach new prospects and revive inactive conversations automatically, turning missed opportunities into meetings. Fast AI Responses: 24/7 timely interactions increase chances of conversion. Customized Message Sequences: Tailored messages for your ICP, boosting engagement. Automated Call Scheduling & Management: Book calls effortlessly and track all lead interactions in one dashboard. One Inbox & Automated Answer Categories: Prioritize active leads while systematically handling objections and inactive prospects. With Periodix AI, streamline your LinkedIn outreach, continuously re-engage cold leads, and maximize your sales results — all in one platform.


**Average Rating:** 4.9/5.0
**Total Reviews:** 20
**How Do G2 Users Rate Periodix?**

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 9.4/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 8.7/10 (Category avg: 8.6/10)
- **Coaching :** 10.0/10 (Category avg: 8.4/10)

**Who Is the Company Behind Periodix?**

- **Seller:** [Periodix Inc](https://www.g2.com/sellers/periodix-inc)
- **Year Founded:** 2016
- **HQ Location:** New York, NY
- **Twitter:** @PeriodixNet (914 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/10208991 (10 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 85% Small-Business, 15% Mid-Market


#### What Are Periodix's Pros and Cons?

**Pros:**

- Automation (3 reviews)
- Lead Generation (3 reviews)
- LinkedIn Integration (3 reviews)
- Time-saving (3 reviews)
- Customer Support (2 reviews)

**Cons:**

- Missing Features (2 reviews)
- AI Limitations (1 reviews)
- Complexity (1 reviews)


### What Do G2 Reviewers Say About Periodix?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **automation capabilities** of Periodix, which streamline LinkedIn outreach and enhance lead interactions effortlessly.
- Users praise Periodix for its **efficient lead generation** capabilities, enabling quick connections and streamlined outreach efforts.
- Users appreciate the **easy LinkedIn integration** of Periodix, which enhances outreach efficiency and response times.
- Users love the **time-saving capabilities** of Periodix, making lead generation and outreach exceedingly efficient.
- Users value the **excellent and responsive customer support** of Periodix, enhancing their experience with seamless integration.

**Cons:**

- Users express frustration with the **missing features** , as Periodix is limited to only LinkedIn functionality.
- Users find that **automated responses lack a human touch** , which can diminish their overall experience with Periodix.
- Users find Periodix to be **somewhat complicated** initially, similar to many other applications they have used.

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

**"[10/10 HIGHLY RECOMMEND!!!!](https://www.g2.com/survey_responses/periodix-review-10839704)"**

**Rating:** 5.0/5.0 stars
*— Erica R.*

[Read full review](https://www.g2.com/survey_responses/periodix-review-10839704)

---

**"[Reliable Outreach Tool with Strong Support and Growth Potential](https://www.g2.com/survey_responses/periodix-review-12739300)"**

**Rating:** 4.0/5.0 stars
*— Nilay S.*

[Read full review](https://www.g2.com/survey_responses/periodix-review-12739300)

---



### 13. [Clientbook](https://www.g2.com/products/clientbook/reviews)
Clientbook is the digital sales assistant for jewelers and other luxury retailers to make more money. We make your team clienteling rockstars by organizing customer data, automating follow-ups, and leveraging AI to create personalized and timely communications to bring customers back into your store. Nearly a thousand jewelers around the country are achieving more repeat business, building deeper customer relationships, and generating more income by using Clientbook. They love having a virtual sales assistant working nonstop helping sales associates to level up and create more opportunities for a sale.


**Average Rating:** 4.5/5.0
**Total Reviews:** 44
**How Do G2 Users Rate Clientbook?**

- **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 8.2/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 7.6/10 (Category avg: 8.6/10)
- **Coaching :** 6.9/10 (Category avg: 8.4/10)

**Who Is the Company Behind Clientbook?**

- **Seller:** [Clientbook](https://www.g2.com/sellers/clientbook)
- **Year Founded:** 2017
- **HQ Location:** Lehi, UT
- **LinkedIn® Page:** https://www.linkedin.com/company/clientbook-retail/ (22 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Luxury Goods & Jewelry, Retail
- **Company Size:** 91% Small-Business, 7% Mid-Market


#### What Are Clientbook's Pros and Cons?

**Pros:**

- Easy Communication (7 reviews)
- Customer Engagement (5 reviews)
- Customer Support (5 reviews)
- Daily Use (4 reviews)
- Ease of Use (4 reviews)

**Cons:**

- Software Bugs (3 reviews)
- Data Management Issues (2 reviews)
- Poor Categorization (2 reviews)
- SMS Limitations (2 reviews)
- System Limitations (2 reviews)


### What Do G2 Reviewers Say About Clientbook?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **easy communication** with clients through Clientbook, enhancing sales follow-up and increasing deposit payments.
- Users value the **customer engagement capabilities** of Clientbook, enhancing relationships through personalized communication and insights.
- Users appreciate the **helpful customer support** from Clientbook, enhancing their experience and addressing queries effectively.
- Users find Clientbook **extremely convenient** for managing customer inquiries and capturing sales efficiently every day.
- Users find **Clientbook easy to use** , enabling quick client responses and efficient communication while staying organized.

**Cons:**

- Users experience several **frequent glitches** , but appreciate the prompt resolution and supportive customer service.
- Users express frustration with **data management issues** , particularly difficulties in client addition and language limitations.
- Users experience **poor categorization** in Clientbook, leading to disorganization and missed communications in their inbox.
- Users express frustration with **SMS limitations** , particularly with messages ending up in spam and restrictive tagging options.
- Users find the **system limitations** of Clientbook frustrating, with issues like client availability and edit restrictions.

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

**"[Fast, Easy Customer Communication with Reliable Edge Integration](https://www.g2.com/survey_responses/clientbook-review-12703472)"**

**Rating:** 4.5/5.0 stars
*— Kaitlyn A.*

[Read full review](https://www.g2.com/survey_responses/clientbook-review-12703472)

---

**"[I'm Making More Money with Clientbook](https://www.g2.com/survey_responses/clientbook-review-10444143)"**

**Rating:** 5.0/5.0 stars
*— jenna  h.*

[Read full review](https://www.g2.com/survey_responses/clientbook-review-10444143)

---


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

- [What is Clientbook Retail used for?](https://www.g2.com/discussions/what-is-clientbook-retail-used-for)

### 14. [Buzz](https://www.g2.com/products/buzz-outreach-limited-buzz/reviews)
Buzz is the Frictionless Sales Engagement Platform for Revenue Teams and Agencies. Busy teams need an all-in-one sales technology that allows them to indentify, enrich and engage more prospects on all channels from a single platform. By combining core outreach and lead generation channels with Buzz's powerful B2B contact & intent database, web visitor resolution, and AI engine your team can easily streamline their most important prospecting activities and automatically sync them back to your CRM.


**Average Rating:** 4.7/5.0
**Total Reviews:** 164
**How Do G2 Users Rate Buzz?**

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 9.6/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 9.4/10 (Category avg: 8.6/10)
- **Coaching :** 9.8/10 (Category avg: 8.4/10)

**Who Is the Company Behind Buzz?**

- **Seller:** [Buzz Outreach Limited](https://www.g2.com/sellers/buzz-outreach-limited)
- **Year Founded:** 2020
- **HQ Location:** Toronto, CA
- **LinkedIn® Page:** https://www.linkedin.com/company/buzzoutreach/ (120 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Owner
- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 74% Small-Business, 18% Mid-Market


#### What Are Buzz's Pros and Cons?

**Pros:**

- Customer Support (11 reviews)
- Helpful (11 reviews)
- Ease of Use (7 reviews)
- Lead Generation (7 reviews)
- Campaign Management (6 reviews)

**Cons:**

- Integration Issues (2 reviews)
- Time-Consuming (2 reviews)
- AI Limitations (1 reviews)
- Campaign Management (1 reviews)
- Complexity (1 reviews)


### What Do G2 Reviewers Say About Buzz?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate the **exceptional customer support** from Buzz, highlighting helpful and knowledgeable representatives who enhance their experience.
- Users appreciate the **outstanding support** offered by Buzz, highlighting helpful and proactive assistance from the team.
- Users appreciate the **ease of use** of Buzz, enjoying streamlined campaign creation and excellent support.
- Users are impressed with Buzz's **fast and efficient lead generation** , enjoying automated, targeted campaigns that yield quality results.
- Users value the **ease of campaign creation** and effective lead generation strategies offered by Buzz.

**Cons:**

- Users experience **integration issues** with CRM systems like Salesforce and Hubspot, leading to increased manual work.
- Users find the **time-consuming nature** of building campaigns and learning curves challenge their overall effectiveness with Buzz.
- Users observe that Buzz.ai has **limited versatility** when conversations stray from the intended script or goals.
- Users face significant **complexity in campaign management** , requiring extensive experimentation and time to see results.
- Users experience a significant **complexity** in building campaigns, requiring extensive experimentation and time for results.

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

**"[Quality Leads Fast with Precision and Efficient Targeting](https://www.g2.com/survey_responses/buzz-review-12403399)"**

**Rating:** 5.0/5.0 stars
*— Sarah C.*

[Read full review](https://www.g2.com/survey_responses/buzz-review-12403399)

---

**"[Excellent Customer Support, Ideal for Larger Scale](https://www.g2.com/survey_responses/buzz-review-12932882)"**

**Rating:** 5.0/5.0 stars
*— Verified User*

[Read full review](https://www.g2.com/survey_responses/buzz-review-12932882)

---


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

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

### 15. [EngageTech](https://www.g2.com/products/engagetech/reviews)
We enable our customers to drive more qualified, predictable pipeline through our unique Sales Intelligence platform and world-class SDR Services. Here on G2, the information and reviews you will find relate to our Sales Intelligence platform (formerly known as EngageIQ) so read on to learn more. The EngageTech platform enables SDR and Sales teams around the world to identify in-market accounts and B2B technology buyers ready for a conversation. A dynamic, searchable database of up-to-date, compliant B2B company information and accurate tech buyer contact details (job title, direct dial phone numbers, email etc), intelligently ranking in-market accounts and tech buyers based on their likelihood to be open to a conversation. Cutting down hours of SDR research time and optimising for outbound prospecting activity, EngageTech integrates with leading sales engagement and CRM platforms, as well as enabling direct dialling into prospects via the platform. Our database is fuelled by over 50,000 weekly outbound calls into technology buyers around the world which enables us to surface unique intelligence ensuring SDRs are focused on prospecting into the right accounts and buyers, at the right time, equipped with the insights needed for positive conversations. Don't just take our word for it; read our 50+ reviews and see what our customers have to say. If you'd like to learn more about our Outsourced SDR services, please check out our website.


**Average Rating:** 4.5/5.0
**Total Reviews:** 59
**How Do G2 Users Rate EngageTech?**

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 10.0/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 10.0/10 (Category avg: 8.6/10)
- **Coaching :** 10.0/10 (Category avg: 8.4/10)

**Who Is the Company Behind EngageTech?**

- **Seller:** [EngageTech](https://www.g2.com/sellers/engagetech)
- **Year Founded:** 2010
- **HQ Location:** London, England
- **LinkedIn® Page:** https://www.linkedin.com/company/engagetech-ltd/ (185 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Sales Development Representative
- **Top Industries:** Information Technology and Services, Telecommunications
- **Company Size:** 47% Mid-Market, 33% Small-Business



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

**"[Fast track to IT decision makers](https://www.g2.com/survey_responses/engagetech-review-8577538)"**

**Rating:** 4.5/5.0 stars
*— Antony A.*

[Read full review](https://www.g2.com/survey_responses/engagetech-review-8577538)

---

**"[EngageTech Site Visit/Training](https://www.g2.com/survey_responses/engagetech-review-8758261)"**

**Rating:** 4.0/5.0 stars
*— Paul T.*

[Read full review](https://www.g2.com/survey_responses/engagetech-review-8758261)

---


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

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

### 16. [Rollio](https://www.g2.com/products/rollio/reviews)
Rollio AI Salesforce Assist all about powering your team do more: Sell, Support, Prospect, and Forecast with better data and a faster process. By making your CRM human your sales&service team can spend 30-40 hours more per month selling, stick to your best sales process, and all while feeding critical & up-to-data into Salesforce. How it works: Rollio AI Salesforce Assist allows users to use human language to interact with their CRM like a human being, and vice versa their CRM speaks to them when an update is critical, a follow-up is suggested, and more with process automation workflows. Allowing for hours of data entry done in minutes through human language and workflow automation, and for perfect CRM data for forecasting.


**Average Rating:** 4.6/5.0
**Total Reviews:** 26
**How Do G2 Users Rate Rollio?**

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 8.8/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 8.3/10 (Category avg: 8.6/10)
- **Coaching :** 8.9/10 (Category avg: 8.4/10)

**Who Is the Company Behind Rollio?**

- **Seller:** [Rollio](https://www.g2.com/sellers/rollio)
- **Year Founded:** 2014
- **HQ Location:** Brooklyn, US
- **Twitter:** @rollio (2 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/5252491/ (5 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Medical Devices
- **Company Size:** 50% Small-Business, 27% Enterprise



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

**"[The best solution to drive top line growth!](https://www.g2.com/survey_responses/rollio-review-4683308)"**

**Rating:** 5.0/5.0 stars
*— Verified User in Information Technology and Services*

[Read full review](https://www.g2.com/survey_responses/rollio-review-4683308)

---

**"[Quick and easy way to stay on top of your tasks and opportunities in SFDC without mobile app hassle](https://www.g2.com/survey_responses/rollio-review-5184418)"**

**Rating:** 4.5/5.0 stars
*— Juulia K.*

[Read full review](https://www.g2.com/survey_responses/rollio-review-5184418)

---


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

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

### 17. [Cloze](https://www.g2.com/products/cloze/reviews)
Cloze provides a comprehensive real estate platform that combines native CRM, marketing, and lead management capabilities with tight integrations into your brokerage’s systems and any other tools your agents use to increase agent productivity and drive more revenue from every connection. Powered by the Cloze Intelligence Engine, Cloze connects rather than replaces the tools your agents love and automatically brings together contact, communication, and transaction data across all your systems and tools into one unified view. Agents using Cloze get more done on the go through Cloze’s mobile-first interface and by using its voice-enabled AI assistant Maia to add contacts, take meeting notes, and draft emails, marketing content, and agreements, all from simple voice commands. For brokerages with core services, Cloze Capture surfaces mortgage, title, and insurance opportunities. Brokerages that want custom branded apps — like open house tools or client portals — can build and deploy them on Cloze Forge, without a development team.


**Average Rating:** 3.7/5.0
**Total Reviews:** 34
**How Do G2 Users Rate Cloze?**

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 7.5/10 (Category avg: 8.5/10)
- **Coaching :** 5.0/10 (Category avg: 8.4/10)

**Who Is the Company Behind Cloze?**

- **Seller:** [Cloze](https://www.g2.com/sellers/cloze)
- **Year Founded:** 2012
- **HQ Location:** Wellesley, MA
- **Twitter:** @cloze (1,365 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2564478/ (21 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 71% Small-Business, 12% Mid-Market



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

**"[No Manual Entry Needed—Cloze Forge Makes Vibe Coding Safe & Compliant](https://www.g2.com/survey_responses/cloze-review-12935697)"**

**Rating:** 5.0/5.0 stars
*— Stacey S.*

[Read full review](https://www.g2.com/survey_responses/cloze-review-12935697)

---

**"[The best CRM available on the market](https://www.g2.com/survey_responses/cloze-review-6845558)"**

**Rating:** 5.0/5.0 stars
*— Radek W.*

[Read full review](https://www.g2.com/survey_responses/cloze-review-6845558)

---


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

- [What is Cloze used for?](https://www.g2.com/discussions/what-is-cloze-used-for)
- [What does Cloze do?](https://www.g2.com/discussions/what-does-cloze-do)
- [How do you use cloze?](https://www.g2.com/discussions/how-do-you-use-cloze)
- [What are cloze activities?](https://www.g2.com/discussions/what-are-cloze-activities)
- [What is cloze CRM?](https://www.g2.com/discussions/what-is-cloze-crm)

### 18. [Lavender](https://www.g2.com/products/lavender/reviews)
The most helpful email assistant on the planet. Lavender helps you write better emails faster. It’s a browser extension that combines writing AI, social data, and inbox productivity tools. AI analyzes and helps you improve your emails and replies, social data helps you build rapport, and tools like Mobile Preview, Email Verification, GIFs, and Spam Stopper help you be awesome at email.


**Average Rating:** 4.8/5.0
**Total Reviews:** 61
**How Do G2 Users Rate Lavender?**

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 9.8/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 7.3/10 (Category avg: 8.6/10)
- **Coaching :** 9.2/10 (Category avg: 8.4/10)

**Who Is the Company Behind Lavender?**

- **Seller:** [Lavender](https://www.g2.com/sellers/lavender)
- **Year Founded:** 2020
- **HQ Location:** New York, US
- **Twitter:** @lavenderhq (1,374 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/lovelavender/ (134 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Account Executive
- **Top Industries:** Computer Software
- **Company Size:** 48% Small-Business, 44% Mid-Market


#### What Are Lavender's Pros and Cons?

**Pros:**

- Accuracy (1 reviews)
- Speed (1 reviews)
- Time-saving (1 reviews)



### What Do G2 Reviewers Say About Lavender?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate the **accuracy** of Lavender's email scoring, enabling quick and efficient communication.
- Users find the **email scoring** feature of Lavender helps them to communicate quickly and effectively.
- Users value the **time-saving efficiency** of Lavender, helping them create concise and effective emails quickly.


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

**"[Lavender helps sales emails sound better](https://www.g2.com/survey_responses/lavender-review-11279481)"**

**Rating:** 5.0/5.0 stars
*— Rohan D.*

[Read full review](https://www.g2.com/survey_responses/lavender-review-11279481)

---

**"[Lavender AI saves times and improves email quality](https://www.g2.com/survey_responses/lavender-review-12941457)"**

**Rating:** 4.0/5.0 stars
*— Suraj Kumar  Y.*

[Read full review](https://www.g2.com/survey_responses/lavender-review-12941457)

---


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

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

### 19. [Supered](https://www.g2.com/products/supered/reviews)
Supered is a sales enablement software platform based in the United States that helps sales teams improve sales playbook adoption and sales process execution directly inside their CRM. Designed primarily for sales enablement leaders, Supered also supports sales leaders, RevOps, and sales operations teams responsible for driving consistent execution across the sales organization. Supered works natively with HubSpot and Salesforce and addresses a common sales enablement challenge: playbooks and training materials that exist outside the CRM and are not consistently applied during live selling. As a CRM-native sales enablement platform, Supered embeds just-in-time, in-app guidance directly into HubSpot and Salesforce workflows so reps can learn while they sell. Rather than relying on static documentation or external training portals, Supered delivers contextual guidance during real deal execution based on CRM context such as deal stage, role, or activity. Core sales enablement functionality includes: - Executable sales playbooks that live inside the CRM - Contextual, in-app sales guidance delivered at the moment of need - Manager visibility into sales process adherence - Role-aware guidance aligned to CRM permissions Supered supports ongoing sales enablement instead of one-time onboarding. Because it operates entirely inside the CRM, reps do not log into a separate tool or change how they work. Sales enablement teams can update playbooks and guidance centrally and see changes reflected immediately in execution, without redistributing documents or retraining teams. Sales leaders and managers use Supered to inspect and coach deal execution based on observable behavior rather than self-reported updates. Managers can see whether key steps are followed, where processes break down, and where coaching is needed while deals are still active. Manager and leadership use cases include: - Coaching reps based on real execution, not anecdotes - Inspecting deal execution without manual audits or spreadsheets - Identifying process breakdowns before deals are lost Supered is commonly used to enforce sales playbooks, onboard new reps, and manage ongoing sales process changes. Sales enablement teams use it to reinforce best practices and reduce reliance on static content. RevOps and sales ops teams use Supered to standardize workflows, support CRM data integrity, and ensure sales processes are followed as designed across teams and regions. Operational value for enablement, RevOps, and sales ops teams includes: - Improved consistency across deals and teams - Reduced process drift over time - Cleaner CRM data through enforced execution - Less time maintaining documentation that goes unused The primary value of Supered is helping organizations shift sales enablement from content distribution to behavior change. By making sales processes observable and enforceable inside the CRM, Supered helps teams improve consistency, strengthen execution, and get more value from their sales enablement strategy and sales technology stack. Supered supports secure, enterprise-ready deployment, including SOC 2 compliance, GDPR alignment, and respect for existing CRM permissions. It is not a learning management system, content library, or offline training tool. Supered is built for teams that want sales enablement to happen where selling actually occurs and to drive consistent execution through real-time guidance and visibility.


**Average Rating:** 4.9/5.0
**Total Reviews:** 79
**How Do G2 Users Rate Supered?**

- **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.4/10)

**Who Is the Company Behind Supered?**

- **Seller:** [Supered](https://www.g2.com/sellers/supered)
- **Company Website:** https://supered.io
- **Year Founded:** 2023
- **HQ Location:** Atlanta, US
- **LinkedIn® Page:** https://www.linkedin.com/company/getsupered/about/ (18 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Consulting, Information Technology and Services
- **Company Size:** 55% Small-Business, 23% Mid-Market


#### What Are Supered's Pros and Cons?

**Pros:**

- Ease of Use (28 reviews)
- Easy Setup (15 reviews)
- CRM Efficiency (9 reviews)
- Data Centralization (9 reviews)
- Simple (8 reviews)

**Cons:**

- Steep Learning Curve (4 reviews)
- Update Issues (4 reviews)
- Learning Curve (3 reviews)
- Not Intuitive (3 reviews)
- Poor User Experience (3 reviews)


### What Do G2 Reviewers Say About Supered?
*AI-generated summary from verified user reviews*

**Pros:**

- Users admire the **intuitive setup** of Supered, appreciating its effectiveness in streamlining processes and tracking progress.
- Users love the **easy setup** of Supered, facilitating quick onboarding and immediate access to vital information.
- Users appreciate the **CRM efficiency** of Supered, enhancing training and workflow while maintaining clean data and valuable insights.
- Users value the **data centralization** of Supered, simplifying tracking and enhancing collaboration for effective knowledge management.
- Users appreciate the **streamlined task management** and intuitive setup of Supered, enhancing efficiency and visibility in operations.

**Cons:**

- Users experience a **steep learning curve** with Supered, requiring time to understand its intricate object relationships and setup.
- Users find the **update issues** of Supered challenging, struggling with outdated reminders and the need for frequent oversight.
- Users note a **learning curve** with Supered, requiring time to understand its features and improve user experience.
- Users find Supered's design to be **not intuitive** , requiring extra time to understand object interactions and navigation.
- Users find the **poor user experience** in Supered challenging, requiring time to understand its complex interactions.

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

**"[Intuitive Guides, Powerful Analytics, Exceptional Support](https://www.g2.com/survey_responses/supered-review-13052739)"**

**Rating:** 5.0/5.0 stars
*— Ryan G.*

[Read full review](https://www.g2.com/survey_responses/supered-review-13052739)

---

**"[Easy to Implement, Seamless HubSpot Integration, and Streamlined 1:1s](https://www.g2.com/survey_responses/supered-review-12855142)"**

**Rating:** 5.0/5.0 stars
*— Amanda C.*

[Read full review](https://www.g2.com/survey_responses/supered-review-12855142)

---



### 20. [Lusha](https://www.g2.com/products/lusha/reviews)
Lusha is the B2B data and sales intelligence system used by sales, marketing, recruiting, RevOps, and AI agents to find contacts, enrich records, and track real-world buying signals. It works with your CRM, automation tools, and existing GTM stack. 300M+ business contacts and 30M+ company profiles across North America, EMEA, APAC, and LATAM. It has two layers that work together. Lusha Search gives you verified contact and company data on demand — direct dials with 90%+ accuracy, business emails verified at 95–98% across regions, firmographics, technographics, and buying signals. 7M new signals processed every week. Lusha Deep Intel uses your ICP, CRM history, and pipeline data to prioritize accounts, identify buying groups, and know where to focus. Available via Lusha Workspace, Chrome Extension, API, MCP, ChatGPT and Claude connectors. Used by 280,000+ revenue teams including Google, Zendesk, and Yotpo. GDPR, CCPA, ISO 27701, ISO 27001, SOC 2 Type II certified.


**Average Rating:** 4.3/5.0
**Total Reviews:** 1,602
**How Do G2 Users Rate Lusha?**

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

**Who Is the Company Behind Lusha?**

- **Seller:** [Lusha](https://www.g2.com/sellers/lusha)
- **Company Website:** https://www.lusha.com/lusha-extension/
- **Year Founded:** 2016
- **HQ Location:** Boston, Massachusetts
- **Twitter:** @LushaData (2,720 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/lushadata/ (359 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Account Executive, Sales Development Representative
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 47% Mid-Market, 39% Small-Business


#### What Are Lusha's Pros and Cons?

**Pros:**

- Ease of Use (66 reviews)
- Contact Information (62 reviews)
- Data Accuracy (54 reviews)
- Accuracy (46 reviews)
- Lead Generation (46 reviews)

**Cons:**

- Data Inaccuracy (38 reviews)
- Outdated Data (31 reviews)
- Inaccurate Data (30 reviews)
- Outdated Information (29 reviews)
- Limited Credits (28 reviews)


### What Do G2 Reviewers Say About Lusha?
*AI-generated summary from verified user reviews*

**Pros:**

- Users love Lusha for its **seamless integration** with workflows, making contact information retrieval straightforward and efficient.
- Users appreciate the **quick access to accurate contact information** , significantly enhancing their outreach efficiency and productivity.
- Users trust Lusha for its **reliable data accuracy** , quickly providing correct contact details and enhancing outreach efforts.
- Users appreciate the **accuracy of Lusha's contact information** , enabling quick and reliable connections to the right person.
- Users value Lusha's **efficient lead generation** , enhancing sales with accurate, quality contact information for quicker outreach.

**Cons:**

- Users often face **data inaccuracy** with Lusha, experiencing outdated information and unreliable contact details.
- Users experience **outdated data** in Lusha, finding it unreliable and detrimental to their prospecting efforts.
- Users express concern over **inaccurate data** , finding it outdated and often unreliable, affecting their investment in Lusha.
- Users are frustrated by **outdated information** in Lusha, leading to wasted credits and disrupted workflows.
- Users feel the **limited credits** hinder their ability to fully utilize Lusha's capabilities without incurring high costs.

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

**"[Efficient B2B Prospecting with Accurate Contact Data](https://www.g2.com/survey_responses/lusha-review-12813662)"**

**Rating:** 4.0/5.0 stars
*— Vedant G.*

[Read full review](https://www.g2.com/survey_responses/lusha-review-12813662)

---

**"[Lusha: Unlocking Business Data with Smarter Solutions](https://www.g2.com/survey_responses/lusha-review-7546390)"**

**Rating:** 5.0/5.0 stars
*— Aditya G.*

[Read full review](https://www.g2.com/survey_responses/lusha-review-7546390)

---


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

- [How do I connect LinkedIn to Lusha?](https://www.g2.com/discussions/how-do-i-connect-linkedin-to-lusha) - 3 comments
- [Where does Lusha get data from?](https://www.g2.com/discussions/where-does-lusha-get-data-from) - 2 comments
- [How much does Lusha cost?](https://www.g2.com/discussions/how-much-does-lusha-cost) - 2 comments, 1 upvote
- [What is Lusha?](https://www.g2.com/discussions/what-is-lusha) - 1 comment

### 21. [Octave](https://www.g2.com/products/octave/reviews)
Octave is a sophisticated go-to-market (GTM) context layer designed to bridge the gap between your data and execution stack, ensuring that every workflow, message, and decision is informed by a real-time understanding of your market, ideal customer profile (ICP), and product offerings. Unlike traditional tools such as CRMs, sequencers, and orchestration platforms that primarily focus on data movement and action triggering, Octave serves as a dynamic intelligence system that evolves the foundational elements of your GTM strategy. The target audience for Octave includes marketing, revenue, GTM engineering, and revenue operations (RevOps) teams who are looking to enhance their GTM processes. These teams benefit from Octave's ability to codify their best practices, enabling them to scale insights across the organization and leverage institutional knowledge effectively. By integrating signals from various stages of the customer lifecycle—such as reply patterns, call recordings, deal progression, and market shifts—Octave continuously refines your GTM model, ensuring that your team operates with the most current intelligence rather than relying on outdated templates. One of the key features of Octave is its capacity to maintain and evolve critical components of your GTM strategy, including ICP definitions, value propositions, competitive narratives, brand guidelines, persona-level messaging, and qualification logic. This comprehensive approach allows teams to stay aligned with the ever-changing market landscape and customer expectations. By feeding context into execution tools like CRMs, email sequencers, and orchestration platforms such as Clay, n8n, and Zapier, Octave creates a cohesive GTM stack where data flows through a shared context layer before reaching activation. The benefits of using Octave extend beyond mere data management. It transforms institutional knowledge into a living system that improves with each deal, allowing organizations to adapt their strategies based on real-time insights. This continuous evolution of your GTM model not only enhances team alignment but also drives better decision-making and more effective execution across all levels of the organization. By leveraging Octave, teams can ensure that every agent, workflow, and representative is working from a unified understanding of what is driving success for the business, ultimately leading to more informed and impactful go-to-market strategies.


**Average Rating:** 4.8/5.0
**Total Reviews:** 9
**How Do G2 Users Rate Octave?**

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

**Who Is the Company Behind Octave?**

- **Seller:** [Octave](https://www.g2.com/sellers/octave)
- **Company Website:** https://www.octavehq.com
- **Year Founded:** 2022
- **HQ Location:** San Francisco, CA, US
- **LinkedIn® Page:** https://www.linkedin.com/company/octavehq (29 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 56% Small-Business, 44% Mid-Market



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

**"[Octave is a game changer](https://www.g2.com/survey_responses/octave-review-12592725)"**

**Rating:** 5.0/5.0 stars
*— Jessica R.*

[Read full review](https://www.g2.com/survey_responses/octave-review-12592725)

---

**"[Octave Aligned Our GTM Messaging with a Single Source of Truth](https://www.g2.com/survey_responses/octave-review-12730062)"**

**Rating:** 5.0/5.0 stars
*— Michael D.*

[Read full review](https://www.g2.com/survey_responses/octave-review-12730062)

---



### 22. [Oliv AI](https://www.g2.com/products/oliv-ai-oliv-ai/reviews)
Oliv is an AI-native platform for B2B revenue teams to transform their GTM motion and grow revenue without adding headcount. GTM teams have trusted Oliv to displace tools like Gong, Gainsight, Clari, Salesloft, and others at a fraction of the combined cost, freeing up budget that can be redirected toward AI agents responsible for execution across revenue workflows. Oliv’s agent suite covers the entire revenue lifecycle, from business development and sales to customer success, enablement, sales engineering, expansion, and RevOps. Specialist agents own specific roles, workflows, and use cases, while super agents coordinate context, priorities, and execution across agents, teams, and systems. Oliv consolidates first-party data from your revenue stack — CRM, calls, emails, meetings, engagement tools, customer success platforms, and more — and maps it onto a GTM Context Graph. That context is processed by 100+ fine-tuned small language models trained on revenue methodologies and best practices, giving every app and agent the shared understanding it needs to act. At the app layer, Oliv offers AI-native alternatives across Conversation Intelligence, Enablement, Sales Engagement, Forecasting, and Retention. Teams can replace the tools they already use today, while avoiding the cost, complexity, and reliability gaps of trying to build revenue agents from scratch on top of generic AI models. With Forward Deployed Engineers working alongside your team, Oliv helps every app and agent go live, get adopted, and turn AI transformation from a strategy deck into a working revenue motion. Book a 7-minute chat here: https://oliv.ai/book-a-demo


**Average Rating:** 4.8/5.0
**Total Reviews:** 9
**How Do G2 Users Rate Oliv AI?**

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

**Who Is the Company Behind Oliv AI?**

- **Seller:** [Oliv.ai](https://www.g2.com/sellers/oliv-ai)
- **Company Website:** https://oliv.ai
- **Year Founded:** 2023
- **HQ Location:** San Francisco, US
- **Twitter:** @tryolivai (53 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/oliv-ai (43 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 44% Mid-Market, 33% Small-Business



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

**"[Oliv AI Increased our Sales Team's Efficiency](https://www.g2.com/survey_responses/oliv-ai-review-13058375)"**

**Rating:** 5.0/5.0 stars
*— Verified User in Marketing and Advertising*

[Read full review](https://www.g2.com/survey_responses/oliv-ai-review-13058375)

---

**"[Oliv AI is a Game-Changer for Sales Productivity](https://www.g2.com/survey_responses/oliv-ai-review-13058346)"**

**Rating:** 5.0/5.0 stars
*— Vijay V.*

[Read full review](https://www.g2.com/survey_responses/oliv-ai-review-13058346)

---



### 23. [plusvibe.ai](https://www.g2.com/products/plusvibe-ai/reviews)
Cold Email Infrastructure That Lands in Inbox PlusVibe is the outbound sending engine built for teams that measure deliverability, not just volume. Every workspace gets isolated sending queues, dedicated IP pools, and per-mailbox health scoring — so one bad domain never takes down the rest of your campaigns. Most cold email tools bolt on "deliverability features" as an afterthought. PlusVibe treats sending infrastructure as the product. Your warmup runs on adaptive throttling that mirrors real human behavior. Your sending routes through ESP-aware logic that picks the right path for Gmail, Outlook, and Google Workspace inboxes. Your reputation stays clean because the system catches problems before they hit your metrics. Built for Agencies and Scale Operations If you manage outbound for multiple clients, PlusVibe gives you fully isolated workspaces — separate domains, separate IPs, separate warmup pools. One client's aggressive sending never bleeds into another's deliverability. Invite your team, assign permissions, and run 50 client accounts from one dashboard without the spreadsheet chaos. What Makes PlusVibe Different - Isolated sending infrastructure per workspace — dedicated IPs and sending queues that prevent cross-contamination between clients - Adaptive warmup engine — volume curves that respond to real-time bounce and engagement signals, not fixed schedules - Per-mailbox health scoring — every connected inbox gets a live deliverability grade so you catch issues before campaigns stall - ESP-aware routing — sends are optimized based on whether they're hitting Gmail, Outlook, or Google Workspace - Unlimited mailboxes and warmup slots — connect as many inboxes as you need with no per-seat upcharges - Built-in email verification — clean your lists before sending so your bounce rate stays low - Real reply detection — inbox rotation with smart reply tracking that actually works across threads - Agency workspaces — client-level isolation with team permissions, white-label ready PlusVibe is used by B2B agencies, SDR teams, and outbound-led founders who got tired of watching their deliverability decay on platforms that treat infrastructure as someone else's problem.


**Average Rating:** 4.8/5.0
**Total Reviews:** 65
**How Do G2 Users Rate plusvibe.ai?**

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 10.0/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 9.6/10 (Category avg: 8.6/10)
- **Coaching :** 9.6/10 (Category avg: 8.4/10)

**Who Is the Company Behind plusvibe.ai?**

- **Seller:** [plusvibe.ai](https://www.g2.com/sellers/plusvibe-ai)
- **Company Website:** https://www.plusvibe.ai/
- **Year Founded:** 2023
- **HQ Location:** Philadelphia, US
- **LinkedIn® Page:** https://www.linkedin.com/company/plusvibe/ (6 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** CEO, Founder
- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 94% Small-Business, 6% Mid-Market


#### What Are plusvibe.ai's Pros and Cons?

**Pros:**

- Ease of Use (14 reviews)
- Helpful (14 reviews)
- Customer Support (10 reviews)
- Affordable (9 reviews)
- Intuitive (8 reviews)

**Cons:**

- Missing Features (8 reviews)
- Limited Features (4 reviews)
- Poor UI Design (4 reviews)
- Expensive (3 reviews)
- Learning Curve (3 reviews)


### What Do G2 Reviewers Say About plusvibe.ai?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate the **ease of use** of plusvibe.ai, enjoying smooth automation and intuitive design for lead generation.
- Users highlight the **excellent customer support** of Plusvibe.ai, praising their quick responses and genuine care for users.
- Users praise the **exceptional customer support** from plusvibe.ai, noting their responsiveness and genuine care for users' needs.
- Users find PlusVibe.ai to be an **affordable option** with excellent features, making email management hassle-free.
- Users appreciate the **intuitive interface** of plusvibe.ai, making setup and navigation quick and easy.

**Cons:**

- Users express disappointment over the **missing features** , such as an iOS app and limited scheduling options for campaigns.
- Users express concerns about **limited features** , particularly missing API access and inadequate functionality for lower plans.
- Users find the **poor UI design** challenging initially, noting the need for improvements and smoother functionality.
- Users express concern about the **expensive pricing** of plusvibe.ai, particularly for access to API features.
- Users find that there is a **learning curve** with PlusVibe.ai, requiring time to adapt to the UI and features.

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

**"[Quick, Accurate Contact Lookup, Needs Student-Friendly Pricing](https://www.g2.com/survey_responses/plusvibe-ai-review-12948366)"**

**Rating:** 4.5/5.0 stars
*— Verified User in Computer Software*

[Read full review](https://www.g2.com/survey_responses/plusvibe-ai-review-12948366)

---

**"[Superior Cold Email Tool](https://www.g2.com/survey_responses/plusvibe-ai-review-12982768)"**

**Rating:** 5.0/5.0 stars
*— Dillon A.*

[Read full review](https://www.g2.com/survey_responses/plusvibe-ai-review-12982768)

---



### 24. [Proton.ai](https://www.g2.com/products/proton-ai/reviews)
Since 2018, Proton has been on a mission to optimize distributors' sales operations. As the only AI-powered growth platform purpose-built for distributors, Proton provides full visibility into customers and their needs, enabling distributors to identify hidden sales opportunities that convert to revenue. Proton empowers commercial teams with insights that help them sell smarter, engaging the right customers with the right message through web, mobile, or API integration. Proton's suite of products – Sales AI, CRM, and eCommerce AI – are trusted by leading distributors including MSC, R.S. Hughes, and RelaDyne.


**Average Rating:** 4.5/5.0
**Total Reviews:** 10
**How Do G2 Users Rate Proton.ai?**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 7.8/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 6.7/10 (Category avg: 8.6/10)
- **Coaching :** 6.7/10 (Category avg: 8.4/10)

**Who Is the Company Behind Proton.ai?**

- **Seller:** [Proton.ai](https://www.g2.com/sellers/proton-ai)
- **Year Founded:** 2018
- **HQ Location:** Cambridge, Massachusetts
- **LinkedIn® Page:** https://www.linkedin.com/company/proton-ai/ (117 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 64% Mid-Market, 18% Small-Business



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

**"[Best VPN Software ever!](https://www.g2.com/survey_responses/proton-ai-review-8577585)"**

**Rating:** 4.0/5.0 stars
*— Peter M.*

[Read full review](https://www.g2.com/survey_responses/proton-ai-review-8577585)

---

**"[Proton -In Depth Review](https://www.g2.com/survey_responses/proton-ai-review-8576857)"**

**Rating:** 4.5/5.0 stars
*— Mujtaba M.*

[Read full review](https://www.g2.com/survey_responses/proton-ai-review-8576857)

---


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

- [What is Proton used for?](https://www.g2.com/discussions/what-is-proton-used-for) - 1 comment

### 25. [Scout AI](https://www.g2.com/products/scout-ai/reviews)
Scout is an AI co-pilot for sales that makes reps 10x more efficient by streamlining the entire prospecting process from end to end, allowing users to scale unique outreach, follow up methods, and personalization at scale.


**Average Rating:** 4.8/5.0
**Total Reviews:** 10
**How Do G2 Users Rate Scout AI?**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 8.5/10 (Category avg: 8.5/10)
- **Integrations / APIs:** 8.3/10 (Category avg: 8.6/10)
- **Coaching :** 7.9/10 (Category avg: 8.4/10)

**Who Is the Company Behind Scout AI?**

- **Seller:** [Scout AI](https://www.g2.com/sellers/scout-ai)
- **Year Founded:** 2023
- **HQ Location:** New York City, US
- **LinkedIn® Page:** https://www.linkedin.com/company/tryscoutai/ (7 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 80% Small-Business, 20% Enterprise


#### What Are Scout AI's Pros and Cons?

**Pros:**

- Chrome Extension (2 reviews)
- Easy Integrations (2 reviews)
- Features (2 reviews)
- Integrations (2 reviews)
- Automation (1 reviews)

**Cons:**

- Expensive (1 reviews)
- Inadequate Activity Tracking (1 reviews)
- Missing Features (1 reviews)
- Missing Information (1 reviews)
- Poor UI Design (1 reviews)


### What Do G2 Reviewers Say About Scout AI?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **ease of sign-up and quick Chrome integration** , making lead saving from LinkedIn effortless.
- Users appreciate the **easy integrations** of Scout AI, enhancing their experience with seamless functionality and lead management.
- Users value Scout AI's **user-friendly features** for efficient sales prospecting and lead generation from LinkedIn.
- Users appreciate the **easy integration with Chrome** , allowing seamless lead saving and enhanced productivity.
- Users appreciate the **automation features** of Scout AI, which streamline lead collection and messaging efficiently.

**Cons:**

- Users find Scout AI to be **more expensive** than competing products, impacting its overall value proposition.
- Users face challenges due to the **inadequate activity tracking** that limits effective communication and engagement monitoring.
- Users find the **missing features** of Scout AI limiting, particularly for crafting personalized communications and tracking engagement.
- Users find **missing information** in Scout AI limits their ability to engage effectively with prospects and craft personalized communications.
- Users find the **poor UI design** of Scout AI frustrating, impacting usability and overall experience.

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

**"[Leads creation and creating specific contact messages](https://www.g2.com/survey_responses/scout-ai-review-10355411)"**

**Rating:** 4.0/5.0 stars
*— Mona K.*

[Read full review](https://www.g2.com/survey_responses/scout-ai-review-10355411)

---

**"[Another impressive sales intelligence tool in the market](https://www.g2.com/survey_responses/scout-ai-review-10606452)"**

**Rating:** 5.0/5.0 stars
*— Roystin D.*

[Read full review](https://www.g2.com/survey_responses/scout-ai-review-10606452)

---




## 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 Performance Management Software](https://www.g2.com/categories/sales-performance-management)
- [Email Tracking Software](https://www.g2.com/categories/email-tracking)
- [Sales Analytics Software](https://www.g2.com/categories/sales-analytics)
- [Sales Coaching Software](https://www.g2.com/categories/sales-coaching)
- [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