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 appreciate the ease of use of Salesforce Sales Cloud, simplifying the sales pipeline and enhancing operational efficiency.
Users find Salesforce Sales Cloud's simplified sales pipeline and built-in analytics immensely helpful for their teams.
Users value the centralized lead management in Salesforce Sales Cloud, enhancing tracking and team communication.
Users find the steep learning curve of Salesforce Sales Cloud overwhelming due to its complexity and customization demands.
Users struggle with enabling Einstein features and find the interface complicated, affecting their overall productivity.
Users express frustration over missing features in Salesforce Sales Cloud, impacting productivity and overall satisfaction.
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 implementation and exceptional customer service provided by Gong, enhancing their productivity significantly.
Users value the ease of use of Gong, praising its simplicity and helpful features for improving call insights.
Users love the call recording feature of Gong, as it enhances learning and improves customer engagement through insights.
Users face issues with call accessibility and loading times, making it difficult to efficiently find and access calls.
Users struggle with recording issues as finding old calls and inaccuracies in audio translation hinder usability.
Users find that Gong's AI inaccuracy hinders efficiency, leading to misunderstandings and incomplete data representation.
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 HubSpot Sales Hub's ease of use invaluable, facilitating user-friendly automation and a smooth sales process.
Users appreciate the seamless integration with HubSpot CRM, enhancing workflow and boosting sales team efficiency.
Users find HubSpot Sales Hub to be exceptionally easy for managing sales teams, enhancing connection with customers through updated features.
Users express concern over missing features like automatic tagging and support for Microsoft Exchange calendars.
Users often feel restricted by limited features on lower-tier plans, hindering their overall experience with HubSpot Sales Hub.
Users find the learning curve steep, facing challenges with data import and reporting complexities in HubSpot Sales Hub.
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 their marketing and prospecting efforts.
Users value the data accuracy of ZoomInfo Sales, enhancing their efficiency in lead generation and prospecting.
Users value the ease of use of ZoomInfo Sales, finding the interface intuitive and the data reliable for outreach.
Users report that the inaccurate data in ZoomInfo can hinder decision-making and lead to outdated information challenges.
Users find that outdated data on ZoomInfo often leads to frustrations and inefficiencies in their sales process.
Users express concerns about outdated contacts in ZoomInfo, which can hinder effective outreach and communication.
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 intuitive interface of Apollo.io, making it easy for anyone to enhance their lead generation efforts.
Users appreciate the helpfulness of Apollo.io, finding it indispensable for lead tracking and insightful sales support.
Users value Apollo.io for its all-in-one lead generation capabilities, enhancing efficiency and sales momentum effectively.
Users find the missing features in Apollo.io, like editing sequences, to be frustrating and limiting.
Users highlight inaccurate data in Apollo.io, noting issues with outdated and incorrect contact information impacting outreach effectiveness.
Users find the learning curve steep, wishing for a simpler UI and better support responsiveness.
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 appreciate the ease of use of Instantly, enjoying its simple setup and intuitive interface.
Users praise the exceptional customer support from Instantly, noting quick responses and effective problem resolution.
Users highlight the knowledgeable customer support of Instantly, always ready to assist and resolve issues swiftly.
Users feel the missing features like liquid syntax and direct reply mode limit Instantly's potential and accessibility.
Users find Instantly expensive, especially the higher-priced plans which limit access to essential features for small businesses.
Users are frustrated with the limited formatting options in Instantly, hindering the creation of visually appealing 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 quick access to qualified leads through B2B Rocket, enhancing efficiency and outreach effectiveness.
Users appreciate the automation capabilities of B2B Rocket, which significantly enhance lead generation and streamline outreach efforts.
Users appreciate the ease of use of B2B Rocket, enjoying its intuitive interface and efficient automation features.
Users find the learning curve steep, needing extra training and trial and error to fully utilize B2B Rocket.
Users find the customization options limited, hindering their ability to tailor workflows and messages effectively.
Users find B2B Rocket expensive for small businesses, with high costs and a steep learning curve for effective use.
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 accuracy of insights from Substrata, enhancing communication and improving messaging effectiveness effortlessly.
Users love how Substrata provides deep emotional insights into communication, enhancing their understanding of nonverbal cues.
Users value the insightful analysis of communication in Substrata, enhancing engagement and understanding of client interactions.
Users find the learning curve steep, suggesting a simpler interface would help new users get started faster.
Users find the interface complexity of Substrata challenging, leading to difficulties in navigation and managing information effectively.
Users encounter limited customization options, wishing for more flexibility to tailor insights and views for 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 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 praise the ease of use of Synthflow, highlighting its user-friendly interface and quick setup process.
Users find the setup ease of Synthflow remarkable, appreciating its intuitive and user-friendly interface for quick deployment.
Users value the easy integrations of Synthflow, enhancing their experience with seamless connections to other services.
Users feel that the high cost of Synthflow limits its accessibility and overall value for potential buyers.
Users find the cost limitations of Synthflow significant, with steep pricing plans and inadequate trial minutes.
Users report a significant learning curve, making it difficult to fully utilize Synthflow's capabilities initially.
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 features and seamless onboarding experience.
Users appreciate the rapid response and excellent service from Close, enhancing their overall experience and efficiency.
Users praise the intuitive layout and diverse features of Close, enhancing their sales process and productivity.
Users identify missing built-in automation features in Close, expecting more from a higher-priced CRM.
Users experience call issues like choppy connections and device limitations, impacting their overall satisfaction with Close.
Users find limited features without upgrades and miss functionalities like WhatsApp integration in Close.
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.
