Best AI Sales Assistant Software in 2025
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Featured AI Sales Assistant Software At A Glance
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Buyer's Guide: AI Sales Assistant
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users benefit from the ease of use of Salesforce Sales Cloud, which enhances efficiency and streamlines sales processes.
Users value the simplified sales pipeline and built-in analytics of Salesforce Sales Cloud for team efficiency.
Users value the centralized lead management of Salesforce Sales Cloud, enabling efficient tracking and collaboration.
Users find the complexity and steep learning curve of Salesforce Sales Cloud overwhelming initially, affecting usability.
Users face challenges with enabling Einstein features and navigating a complex interface for managing tasks efficiently.
Users find the absence of essential features frustrating, leading to poor productivity and high costs in implementation.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value the ease of implementation and use of Gong, enhancing productivity with intuitive features and support.
Users find Gong to be an easy-to-use platform, enhancing call management and communication efficiency effortlessly.
Users value the call recording feature of Gong, enhancing performance and enabling insightful follow-ups with ease.
Users experience call issues with Gong, facing delays and difficulties in accessing and searching for calls effectively.
Users often face recording issues with Gong, including difficulty accessing old calls and inaccurate transcriptions.
Users note the inaccuracy of AI functionality in Gong, leading to occasional frustration and inefficiencies.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the ease of use of HubSpot Sales Hub, enjoying its user-friendly setup and automation features.
Users value the seamless CRM integration and advanced reporting features, enhancing sales efficiency and decision-making.
Users value the ease of management and effective tools in HubSpot Sales Hub, enhancing team connectivity and sales planning.
Users are frustrated by the missing features in HubSpot Sales Hub, especially on lower-tier plans and lack of calendar support.
Users often feel hindered by limited features on lower-tier plans, missing essential tools for effective use.
Users find the learning curve steep with HubSpot Sales Hub, struggling with data imports and report accuracy.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value the accurate and comprehensive contact information provided by ZoomInfo Sales, enhancing their marketing and prospecting efforts.
Users value the data accuracy of ZoomInfo Sales, finding reliable contact information essential for efficient sales efforts.
Users appreciate the ease of use of ZoomInfo Sales, praising its intuitive interface and reliable data access.
Users report that inaccurate data is an issue, with outdated information affecting reliability and decision-making.
Users express concern over outdated data, noting inaccuracies in contact information that hinder their productivity.
Users are concerned about outdated contacts in ZoomInfo, preferring more timely updates for accuracy.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users find Apollo.io's intuitive interface makes lead management effortless, enhancing productivity and efficiency in their workflows.
Users value the helpful support and user-friendly interface of Apollo.io, enhancing their sales tracking and insights experience.
Users value Apollo.io for its comprehensive lead generation capabilities, enhancing efficiency and integrating essential sales tools seamlessly.
Users find the missing features in Apollo.io frustrating, particularly with editing sequences and AI capabilities.
Users report issues with inaccurate data, experiencing outdated contact information that hampers effective outreach efforts.
Users find the learning curve challenging, noting that the UI could be simplified for better usability.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users love Fathom for its concise and accurate summaries, making meeting notes effortless and efficient.
Users find Fathom's ease of use remarkable, offering seamless integration and effortless meeting management.
Users praise Fathom for its high accuracy in transcriptions and effective meeting summaries, greatly enhancing productivity.
Users seek enhancements in meeting management like email customization and better background presence for Fathom.
Users face recording issues when needing more flexibility in summary options for specific meeting types like recruitment.
Users express concern over missing features in Fathom, especially for recruitment and sales-specific needs.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users find Instantly's ease of use exceptional, thanks to its simple UI and helpful support resources.
Users appreciate the exceptional customer support of Instantly, with quick responses and effective problem-solving every time.
Users appreciate the helpful customer service of Instantly, consistently resolving issues and enhancing the user experience.
Users note the missing features like dynamic variables and direct reply modes, limiting their experience with Instantly.
Users find the pricing of Instantly overpriced, especially for startups and small businesses in South America.
Users dislike the limited formatting options in Instantly, hindering the creation of engaging and professional emails.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value the efficient lead generation of B2B Rocket, enhancing outreach and saving valuable time in campaigns.
Users value the automation capabilities of B2B Rocket, enhancing efficiency in lead generation and outreach efforts.
Users appreciate the ease of use of B2B Rocket, finding it intuitive for managing multiple campaigns efficiently.
Users find the steep learning curve challenging, especially with setup and customization before achieving optimal performance.
Users express concern over limited customization options, hindering tailored messaging and specific outreach strategies.
Users find B2B Rocket expensive, particularly burdening for small businesses due to training costs and complex pricing.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users commend Substrata for its impressive accuracy in interpreting messages, enhancing communication and outreach effectiveness.
Users appreciate Substrata for its insightful understanding of nonverbal cues, enhancing communication and emotional engagement effortlessly.
Users value Substrata for its science-based analysis of conversation dynamics, enhancing engagement and understanding in communications.
Users find the learning curve challenging, suggesting that a simpler interface would improve onboarding for new users.
Users find the complexity of the reporting interface and disorganized UI to hinder their overall experience with Substrata.
Users seek greater customization options in Substrata, expressing a desire for flexibility in interface and insights.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users highlight the exceptional customer support from Qualified’s team, significantly enhancing their overall experience and success.
Users highlight the massive support from Success Architects at Qualified, enhancing lead generation and team efficiency.
Users praise Qualified's outstanding customer service, noting exceptional support and responsiveness that enhances their overall experience.
Users note a significant learning curve with Qualified, particularly for those unfamiliar with conversational marketing and sales tools.
Users find the lack of intuitive reporting and reusability features cumbersome, hindering efficient data management and insights.
Users find the steep learning curve of Qualified intimidating, but support helps ease the process.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users love the ease of use of Synthflow, highlighting its friendly UI and quick setup process.
Users praise the setup ease of Synthflow, highlighting its intuitive, no-code UI for quick deployment.
Users appreciate the easy integrations with various platforms, enhancing their experience with seamless AI interactions.
Users find the expensive pricing of Synthflow limits its accessibility and requires additional third-party apps for improved functionality.
Users find the cost limitations of Synthflow significant, feeling the pricing structure is not well-balanced.
Users struggle with a steep learning curve, feeling overwhelmed by complex queries and inadequate onboarding resources.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value the personalized insights from Humantic AI, enhancing their outreach and fostering productive conversations.
Users value the personalized insights from Humantic AI, enhancing engagement and efficiency in reaching out to prospects.
Users appreciate the ease of use of Humantic AI, making sales outreach and customer connections effortless.
Users face inaccuracy issues with buyer profiles and LinkedIn connections, impacting their engagement and effectiveness.
Users note the need for improved LinkedIn integration, citing issues like vague profiles and customization limitations.
Users find the UI design clunky, leading to a less intuitive experience and occasional frustrations during usage.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the ease of use of Close, highlighting its user-friendly layout and seamless integration.
Users rave about the exceptional service and simplicity of Close, making it easy to optimize sales processes.
Users praise the user-friendly layout and extensive features of Close, enhancing productivity and streamlining sales processes.
Users note the lack of built-in automation features in Close, which limits efficiency and increases costs with third-party tools.
Users experience call issues like choppy connections and limited dialing options, impacting the overall functionality.
Users feel limited features hinder full utilization of Close, with upgrades necessary for complete functionality.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value the super easy-to-use interface of Zoom Revenue Accelerator, enhancing their productivity and collaboration.
Users appreciate the efficiency of Zoom Revenue Accelerator, streamlining communications and enhancing sales workflows seamlessly.
Users praise Zoom for its easy communication, enhancing collaboration and ensuring smooth sales workflows with excellent call quality.
Users express concerns about the high costs of Zoom Revenue Accelerator compared to alternative options available.
Users find the costs too high for Zoom Revenue Accelerator compared to alternative options available in the market.
Users express concern over the high cost of Zoom Revenue Accelerator, feeling it's pricier compared to alternatives.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the ease of use of Clari, benefiting from its simple setup and seamless integrations.
Users value the easy-to-use analytics tools in Clari, enhancing forecasting and revenue management effectively.
Users find Clari to be a helpful tool for forecasting and revenue management, significantly improving efficiency and planning.
Users find limitations in flexibility and experience technical issues that hinder the effectiveness of Clari.
Users find the learning curve steep, feeling overwhelmed by the complexity and lag in Clari's functionality.
Users are disappointed by the missing features in Clari, struggling with inefficiencies and lack of core functionalities.
Learn More About AI Sales Assistant Software
What is AI Sales Assistant Software?
Artificial intelligence (AI) has been one of the defining technologies of the twenty-first century, and this shows no signs of slowing down. AI sales assistants are a prime example of this groundbreaking trend at work. A virtual sales assistant, such as those featured in this category, uses machine learning and natural language processing, along with other intelligent programming, to optimize the daily routines of sales reps. Depending on the platform, this may entail everything from predictive analytics to automating routine sales activities like data entry and qualifying potential customers.
A primary characteristic of this emerging software space is conversational AI, or human-like conversations between the platform and those who interact with it, including employees and customers alike. Conversational technology is now being used in thousands of customer service scenarios, streamlining everyday interactions while significantly reducing the demand on actual employees. With regard to the sales process, virtual assistants within these platforms can initiate and complete valuable conversations with leads and established customers, generating critical data and helping to streamline the customer experience.
Key Benefits of AI Sales Assistant Software
- Identify hot leads and assist with closing deals
- Drive higher conversion through timely follow-ups and intelligent seller recommendations
- Increase customer engagement and loyalty
- Increase productivity and efficiency throughout the sales cycle
Why Use AI Sales Assistant Software?
An automated sales assistant can not only help sales professionals save time and energy, but can increase revenue and customer engagement. This is made possible by multiplying the number of valuable interactions in an average day and delivering the right message at the optimal time. Additionally, these tools can help steer the most effective behaviors in sales pros and allow them to give increased focus to the meetings, deals, and contracts that have the greatest impact on the company.
In marketing and sales, as with many customer-facing professions, there is still no replacement for quality human interaction. Signing a major contract requires the thoughtful touch and insights of a sales team, trained and directed by experienced sales managers. With that being said, the solutions in this category can serve as extensions of these employees, helping them juggle their multitude of responsibilities and stay in tune with their valued customers. In some cases, these tools can also eliminate or reduce the need for repetitive introductory conversations or follow-ups, allowing users to jump directly to the most important meetings in the sales funnel. These platforms can also be of service during these critical conversational moments, offering customer insights and timely suggestions for closing a sale.
Which is the Best Sales AI Software According to Reviews?
- Gong: Excels at conversation intelligence and sales coaching, with AI-driven call analysis and deal tracking.
- HubSpot Sales Hub: Great for lead scoring, email automation, and CRM integration, especially for small to mid-sized teams.
- Salesforce Sales Cloud (Einstein AI): Offers predictive lead scoring and pipeline insights for teams using the Salesforce ecosystem.
- Apollo.io: An all-in-one sales intelligence platform with tools for prospecting, engagement, and revenue growth.
- Instantly: Focuses on B2B email outreach with automated campaigns and lead management features.
Who Uses AI Sales Assistant Software?
The virtual sales assistants in this category are built for sales organizations or businesses with a dedicated sales department. These advanced tools can help automate communication between sales reps and their customers and offer general assistance with other tasks throughout the sales pipeline. When used in sales departments, these tools collect data from the CRM software and other sales-based systems to learn what works and what doesn’t with regard to signing and keeping customers. This information is then used within features such as conversational AI, where the platform can interact effectively with customers on messaging platforms and determine the best leads for sales reps to contact. In some cases, the technology offers winning suggestions during pivotal meetings and on-the-spot information such as deal timelines or hot leads to contact.
Which AI Sales Assistant Software is the Best for Small Business?
- Fathom: Automates note-taking and call summaries for sales meetings, enabling reps to stay engaged in conversations while capturing key insights and action items—ideal for small teams looking to improve follow-up efficiency.
- Substrata: Uses AI to analyze buyer behavior and conversational signals during live sales calls, helping small businesses optimize pitch timing, objections handling, and negotiation strategies in real-time.
- Drift: Offers conversational marketing and sales tools, including AI chatbots that qualify leads in real-time and facilitate personalized customer interactions.
AI Sales Assistant Software Features
The tools featured in this category are a diverse set of offerings, each with a unique toolset and implementation of AI technology. The following are some prominent features you may encounter as you research these products and determine the best fit for your sales team.
Conversation automation — Much like chatbots, some tools in this category can have back-and-forth conversations with customers or leads through messaging software or email. To deploy these features, sales managers will create conversation scripts to help guide these conversations to the ideal conclusion and correct qualification of leads. They will also update the software with the right salespeople to whom qualified leads should be directed after a successful automated interaction. Using this information, along with product knowledge (e.g., pricing, feature details) and insights on previously successful conversations, these platforms will reach out to leads with the right messaging at the right time. Then through automated conversations, these tools can determine leads with genuine value and interest, finally directing them to a live salesperson to close the deal.
In addition to qualifying new leads, conversational AI features can be used to win back former clients and check in with clients about their current service or to discuss upgrades. Throughout all conversations, certain platforms offer data extraction features that identify valuable details, transcribes them, and exports them to the most relevant software or database.
Guided selling — Certain solutions in this category can act as major resources once sales reps reach out to clients directly. To guide the sale toward success, some AI assistants can send push notifications for conversation opportunities or client updates and present timely information about client histories or in-progress deals. In some cases, these platforms can also provide winning conversation lines or talking points in real time during a sales call. Guided selling features may also be used during product demonstrations or upsell attempts.
Task automation — With the activity intelligence features in some sales assistant tools, users can have routine sales management tasks automatically handled by the platform. This can include entering data within CRM systems or sending marketing emails about conferences or webinars. As any new customer details are observed, some products have the ability to extract the information and transfer it to an integrated software platforms. In some cases, these tools will offer intelligent scheduling features to help sales reps plan out their calls and other meetings while identifying and setting reminders for other key dates.
Pipeline inspection — Some AI sales assistant platforms help analyze your funnel to see what leads are getting stuck, while offering recommended actions for improving pipeline velocity. Part of this is the auditing and correcting of customer details, such as updated contact information or role changes at the company, including point of contact for sales meetings. This process is also useful for automated invalidating of out-of-date contacts or prioritization of leads.
Other Features of AI Sales Assistant Software: Customer-facing chatbot, Lead follow-up, Meeting scheduling, Sales forecasting
