Best AI Sales Assistant Software in 2026
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Featured AI Sales Assistant Software At A Glance
A weekly snapshot of rising stars, new launches, and what everyone's buzzing about.
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 find Salesforce Sales Cloud to be user-friendly, effectively simplifying sales processes and enhancing productivity.
Users find Salesforce Sales Cloud to be incredibly helpful for simplifying the sales pipeline and enhancing team efficiency.
Users value the centralized lead management of Salesforce Sales Cloud, streamlining tracking and team communication effectively.
Users find the steep learning curve of Salesforce Sales Cloud overwhelming, especially with the complexity of its features.
Users face challenges with enabling Einstein features and find the interface cumbersome for basic tasks.
Users frequently encounter missing features in Salesforce Sales Cloud, leading to frustration and unmet expectations.
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 rave about the ease of implementation and use of Gong, enhancing productivity and customer engagement significantly.
Users value the ease of use of Gong, facilitating seamless call transcriptions and insights for better performance.
Users love Gong for its call recording capabilities, enhancing learning, insight capture, and overall efficiency in sales processes.
Users report call issues due to delays in access, annoying beep sounds, and difficult search functions.
Users often face recording issues, including difficulty finding calls and unreliable call recording functionality.
Users find the AI inaccuracy frustrating, as it struggles with audio translation and specific terminology.
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 use of HubSpot Sales Hub, finding it user-friendly and efficient for sales processes.
Users value the seamless integration and advanced reporting of HubSpot Sales Hub, enhancing productivity and decision-making.
Users appreciate the ease of management and comprehensive visibility offered by HubSpot Sales Hub for their sales teams.
Users express concerns over missing features, like automatic tagging and lack of Microsoft Exchange calendar support.
Users express frustration over limited features on lower-tier plans, impacting essential functionalities and support responsiveness.
Users find the learning curve steep for HubSpot Sales Hub, struggling with data importing and reporting complexities.
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 from ZoomInfo Sales, enhancing marketing and prospecting efforts.
Users value the data accuracy of ZoomInfo Sales, enhancing lead generation and simplifying sales prospecting efforts.
Users value the ease of use of ZoomInfo Sales, finding its interface intuitive and the data reliable for outreach.
Users report experiencing inaccurate data challenges that hinder reliability and usefulness in their research efforts.
Users are frustrated with outdated data in ZoomInfo, leading to inaccuracies and inefficiencies in their efforts.
Users report outdated contacts in ZoomInfo, causing concerns about the accuracy of the information provided.
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 enjoy the intuitive interface of Apollo.io, making lead management efficient even for beginners.
Users appreciate the ease of use and seamless experience provided by Apollo.io, making it an essential sales tool.
Users find Apollo.io to be the ultimate lead generation tool, effectively streamlining the entire sales process.
Users find the missing features in Apollo.io limiting, wishing for better AI tools and improved sequence functionality.
Users report inaccurate data in Apollo.io, with outdated contact information affecting outreach effectiveness significantly.
Users find the learning curve steep, noting that the UI could be simpler and support response times are slow.
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 how Fathom provides concise and accurate summaries, making meeting management significantly easier and faster.
Users highlight the ease of use of Fathom, appreciating its intuitive features for seamless meeting recap and integration.
Users praise Fathom for its remarkable accuracy in transcriptions and reliable meeting notes, enhancing their productivity.
Users note a lack of flexibility in meeting management, wishing for better customization and privacy in attendance.
Users express concerns about recording issues and limitations in customizing note summaries for specific contexts like recruitment.
Users find the missing features in Fathom limit its effectiveness for specific needs, requiring external tools for detailed summaries.
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 highlight the ease of use of Synthflow, praising its friendly UI and quick setup process.
Users appreciate the easy setup of Synthflow, praising its intuitive and user-friendly interface for quick deployment.
Users love the easy integrations with other platforms, enhancing their seamless experience with Synthflow's features.
Users find the pricing significant, which affects overall value and necessitates third-party apps for better functionality.
Users find the cost limitations of Synthflow significant, with steep pricing and insufficient trial minutes for testing.
Users struggle with a steep learning curve, finding it hard to grasp the full capabilities and onboarding 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 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 praise the ease of use of Close, highlighting its friendly interface and seamless onboarding experience.
Users commend Close for its excellent support and user-friendly features that simplify sales processes and optimize opportunities.
Users appreciate the intuitive layout and robust features of Close, which enhance their sales experience significantly.
Users express concern over the missing built-in automation features, preferring more native options in Close CRM.
Users experience call issues such as choppy connections and limitations on dialing from devices other than computers.
Users feel the limited features of Close require upgrades for full access, impacting overall functionality and 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 highlight the super easy to use interface of Zoom Revenue Accelerator, making their workflow seamless and efficient.
Users value the efficiency of Zoom Revenue Accelerator, enhancing workflows and communication for streamlined sales processes.
Users value the easy communication provided by Zoom, enhancing collaboration and streamlining their sales workflows effectively.
Users express concerns about the expensive pricing of Zoom Revenue Accelerator compared to alternative options in the market.
Users find the cost of Zoom Revenue Accelerator to be high compared to alternative options in the market.
Users find the high cost of Zoom Revenue Accelerator challenging compared to alternative options on the market.
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 Amplemarket incredibly easy to use, streamlining outreach and saving significant time with its intuitive design.
Users praise Amplemarket for its helpful customer support and intuitive platform, enhancing their prospecting efficiency greatly.
Users appreciate the robust prospecting features of Amplemarket, enabling effective outreach and seamless lead management.
Users find missing features in Amplemarket, limiting functionality and complicating integration with their CRM systems.
Users find the learning curve steep, as navigating features can be overwhelming and sometimes confusing initially.
Users feel frustrated by the sequence issues in Amplemarket, particularly the inability to modify ongoing email campaigns.
Learn More About AI Sales Assistant Software
AI sales assistant software buying insights at a glance
AI Sales Assistant Software 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. 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, agent automation, scoring, 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, Gong, HubSpot Sales Hub, and Apollo.io. (Source 2)
What are the top-reviewed AI Sales Assistant Software on G2?
- Reviews: 1782
- Satisfaction: 99
- Market Presence: 99
- G2 Score: 99
- Reviews: 443
- Satisfaction: 98
- Market Presence: 84
- G2 Score: 91
- Reviews: 1599
- Satisfaction: 88
- Market Presence: 89
- G2 Score: 88
- Reviews: 988
- Satisfaction: 99
- Market Presence: 68
- G2 Score: 84
- 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)
Market Presence scores combine review and external signals that indicate market momentum and footprint. (Source 2)
G2 Score is a weighted composite of Satisfaction and Market Presence. (Source 2)
Learn how G2 scores products. (Source 1)
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, 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, 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, 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, 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, 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, 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, calendar, 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 – Powerful CRM platform with embedded AI sales agents, lead management, and automation to drive revenue growth
- ZoomInfo Sales – AI-driven sales intelligence platform for prospecting, lead prioritization, and workflow automation
- Gong – Leading AI revenue operating system providing conversation intelligence, deal insights, and forecasting for sales teams
- Fathom – Free AI assistant for sales meetings, providing instant transcription, summaries, and CRM sync
- Fellow – 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 – Integrated platform with AI agents for pipeline management, automation, forecasting, and revenue intelligence
- Apollo.io – AI-powered B2B sales platform for lead generation, enriched data, automated outreach, and end-to-end GTM execution
- ZoomInfo Sales – Combines sales intelligence, buyer intent signals, and an AI-driven GTM Workspace to optimize prospect targeting and engagement
- Zoho CRM – Cloud CRM with AI assistant “Zia” for predictions, pipeline analytics, GTM automation, and deep integrations
- SalesHood – 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.
