# Best AI Sales Assistant Software _Sponsored content: This content is sponsored._ #### What problems does CallRail solve as a AI Sales Assistant? CallRail as an AI Sales Assistant primarily helps businesses capture and follow up on missed or after-hours calls, automate lead qualification, and streamline call tracking and analysis. Reviewers highlight that the AI assistant can handle calls when staff are unavailable, ensuring that potential clients are not lost and that key information is collected automatically, which is especially valuable for small businesses with limited resources. The platform’s AI-driven call summaries and conversation intelligence also save time by making it easier to review and act on call outcomes. However, some users note that managing multiple phone numbers for different business units requires separate plans, which can add complexity for organizations with more than one brand or location. #### What AI Sales Assistant features does CallRail offer? CallRail offers native AI Sales Assistant features including lead follow-up, AI text generation and summarization, and autonomous task execution, with additional support for lead qualification, multi-step planning, and cross-system integration. Reviewers specifically mention the value of AI-powered call summaries, sentiment analysis, and coaching tools for improving sales calls and saving time, as well as the ease of tagging calls and tracking marketing effectiveness. While the platform supports a wide range of features, some reviewers point out that CRM integrations are not as seamless as desired and may require manual effort or dual logins. #### How easy is CallRail to set up, use, and get support for? CallRail scores 9.4 for ease of use, ease of setup, and ease of admin, with reviewers describing the platform as user-friendly, intuitive, and quick to get started with, even for those who are not tech-savvy. Users appreciate the straightforward setup process and the ability to easily monitor call effectiveness and track marketing campaigns, with several noting that the dashboard is accessible and support is responsive. The lowest score among these dimensions is meets requirements at 9.1, which is only slightly lower and typically relates to integration or advanced feature needs rather than core usability. #### What does CallRail integrate with for AI Sales Assistant workflows? CallRail integrates most notably with HubSpot, which reviewers mention for pushing call transcripts and managing campaign tracking. Additional integrations used in AI Sales Assistant workflows include Google Ads for conversion tracking and Salesforce for CRM data syncing, with other options like Slack and Zapier also available. While the breadth of integrations is extensive, several reviewers report friction when connecting CallRail to their CRM systems, citing the need for manual logins or more handholding during setup, and some express a desire for more native CRM integrations. #### How much does CallRail cost? CallRail’s entry-level pricing starts at $55 per month for the Lead Tracking tier, with a tiered monthly model that scales up to $215 for the Lead Conversion Complete plan, unlocking features like call summaries, sentiment analysis, coaching tools, and multi-touch CPL reporting. Each tier adds more advanced tracking, analytics, and AI-driven conversation intelligence, with reviewers noting that the service is affordable compared to some alternatives and delivers value for the features offered. However, some users caution that costs can add up quickly if multiple numbers or advanced features are needed, particularly for businesses managing several brands or locations. _Updated August 2026._ ## How Many AI Sales Assistant Software Products Does G2 Track? **Total Products under this Category:** 747 ### Category Stats (Aug 2026) - **Average Rating:** 4.64/5 (↑0.02 vs Jul 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** NinjaPipe (+3.18%) - Among all products in this category, NinjaPipe recorded the largest rating increase compared to last month _Last updated: August 01, 2026_ ## How Does G2 Rank AI Sales Assistant Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 172,600+ Authentic Reviews - 747+ 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. ## 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=90225&focus%5B%5D=3004&focus%5B%5D=577&focus%5B%5D=156120&focus%5B%5D=19743) Highlighted products: Agentforce Sales (formerly Salesforce Sales Cloud), Gong, HubSpot Sales Hub, Qualified, Salesloft, GTM Workspace - Powered by ZoomInfo, Fathom, and Apollo.io. 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=qualified&focus%5B%5D=salesloft&focus%5B%5D=gtm-workspace-powered-by-zoominfo&focus%5B%5D=fathom-video&focus%5B%5D=apollo-io) **Sponsored** ### CallRail CallRail is the lead engagement platform that makes it easy for businesses to attract more leads, convert more customers, and optimize their marketing. Serving more than 220,000 businesses worldwide, CallRail’s AI-powered solutions help businesses attribute each call, text, chat and form to their marketing journey, use insights from their conversations to better understand their buyers, and eliminate missed opportunities with AI that can handle lead interactions 24/7. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1389&secure%5Bchosen_at%5D=2026-08-28T10%3A51%3A38Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=3326&secure%5Bresource_id%5D=1389&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fai-sales-assistant&secure%5Btoken%5D=903e76e72b0d79cf6cc869aef9c681121e8b7da6b23dee73165d72143a675b4c&secure%5Burl%5D=https%3A%2F%2Fwww.callrail.com%2Fbenefits%2F&secure%5Burl_type%5D=paid_promos) ### [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) Accelerate revenue from pipeline to paycheck with Salesforce Sales Cloud - your complete growth platform that brings together the power of humans with agents at every step of the sales cycle. Boost productivity with automation and drive revenue with an integrated growth platform. The future of sales is here, and with Agentforce, we’re helping teams unlock their full potential - making them limitless. Build Pipeline Faster with AI Agents: Sales Agents Sales AI Sales Engagement Sales Programs Buyer Engagement Accelerate Productivity with Automation: Sales Data Sales Analytics Sales Team Productivity Revenue Intelligence Drive Revenue on an Integrated Platform: Revenue Lifecycle Management and CPQ Sales Performance Management Partner Relationship Management **Average Rating:** 4.4/5.0 **Total Reviews:** 24,693 #### G2 Deal: Save 25% on your first annual subscription Whether you’re ready to purchase today or prefer to try Essentials out for 14 days for free, you will receive 25% discount when you purchase via G2. Prior to 25% discount, plans start at $25/per user per month. **Price:** ~~Starting at $25/user/month~~ → Starting at $18.75/user/month [View this exclusive G2 deal](https://www.g2.com/deals/offers/188aef71-dca6-4425-a89d-e58531df63f5?source=categories) #### How Do G2 Users Rate Agentforce Sales (formerly Salesforce Sales Cloud)? - **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 9.4/10) - **Peformance Tracking:** 8.8/10 (Category avg: 8.5/10) - **Integrations / APIs:** 8.8/10 (Category avg: 8.6/10) - **Coaching :** 8.4/10 (Category avg: 8.4/10) #### Who Is the Company Behind Agentforce Sales (formerly Salesforce Sales Cloud)? - **Seller:** [Salesforce](https://www.g2.com/sellers/salesforce) - **Company Website:** www.salesforce.com - **Year Founded:** 1999 - **HQ Location:** San Francisco, CA - **Twitter:** @salesforce 579,511 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c04f36289ca03aeff007197f1d9e74e925e328ed6bcfaff98911c78b3ab382f7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3185%2F&secure%5Burl_type%5D=linkedin_company_website) 83,223 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 46% Medium, 34% Large #### What Do G2 Reviewers Say About Agentforce Sales (formerly Salesforce Sales Cloud)? _AI-generated summary from verified user reviews_ ##### Pros - Users find the **ease of use** in Agentforce Sales invaluable for managing customer data and improving productivity. - Users value the **straightforward flow and comprehensive visibility** of Agentforce Sales, enhancing team collaboration and insight. - Users value the **360-degree view of customer information** , enhancing lead follow-up and closing processes efficiently. - Users value the **centralized customer data** of Salesforce Sales Cloud, enhancing insights and streamlining sales workflows efficiently. - Users appreciate the **seamless integration capabilities** of Agentforce Sales, enhancing workflow and connecting with internal systems effortlessly. ##### Cons - Users find the **steep learning curve** daunting, struggling with complex setups and mobile UX challenges. - Users find **limitations in package options** and struggle with navigation and security complexities in Agentforce Sales. - Users find the **complexity** of Agentforce Sales to be overwhelming, especially with deep configurations and numerous options. - Users find Salesforce Sales Cloud **highly complex** , especially during initial setup and customization, which can be time-consuming. - Users find the product **expensive** and suggest improving cost-effectiveness for better business adaptability. #### What Are Recent G2 Reviews of Agentforce Sales (formerly Salesforce Sales Cloud)? **["Agentforce Sales Centralizes Customer Data with Powerful Dashboards and Automation"](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13227740)** **Rating:** 4.0/5.0 stars _— Javiera I._ [Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13227740) **["Salesforce: The Ultimate CRM for Effortless Business Automation"](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12156297)** **Rating:** 4.0/5.0 stars _— Akash S._ [Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12156297) #### What Are G2 Users Discussing About Agentforce Sales (formerly Salesforce Sales Cloud)? - [What is Salesforce Maps used for?](https://www.g2.com/discussions/salesforce-maps-what-is-salesforce-maps-used-for) - 2 comments - [What is the benefit of Salesforce CRM?](https://www.g2.com/discussions/what-is-the-benefit-of-salesforce-crm) - 8 comments - [What is Salesforce and CRM?](https://www.g2.com/discussions/what-is-salesforce-and-crm) - 3 comments - [What makes high velocity sales more powerful than ever?](https://www.g2.com/discussions/what-makes-high-velocity-sales-more-powerful-than-ever) - 1 comment - [How do I enable Inbox in Salesforce?](https://www.g2.com/discussions/how-do-i-enable-inbox-in-salesforce) - 4 comments ### [Gong](https://www.g2.com/products/gong/reviews) Gong harnesses the power of AI to transform how revenue teams win. The Gong Revenue AI Operating System unifies data, insights, and workflows into a single, trusted system that observes, guides, and acts alongside the world’s most successful revenue teams. Powered by the Gong Revenue Graph, AI-powered intelligence, specialized agents, and trusted applications, Gong helps more than 5,000—including LinkedIn, Shopify, Slack, Twilio, Zillow, and Morningstar—companies around the world deeply understand their teams and customers, automate critical sales workflows, and close more deals with less effort. Recognized by G2 as the #1 Best Software Product for multiple years, Gong continues to lead in customer satisfaction, innovation, and AI-powered revenue transformation. For more information, visit www.gong.io. **Average Rating:** 4.7/5.0 **Total Reviews:** 6,505 #### How Do G2 Users Rate Gong? - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.4/10) - **Peformance Tracking:** 8.6/10 (Category avg: 8.5/10) - **Integrations / APIs:** 8.3/10 (Category avg: 8.6/10) - **Coaching :** 8.5/10 (Category avg: 8.4/10) #### Who Is the Company Behind Gong? - **Seller:** [Gong](https://www.g2.com/sellers/gong) - **Company Website:** www.gong.io - **Year Founded:** 2015 - **HQ Location:** San Francisco, California - **Twitter:** @Gong\_io 7,641 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6dfdedbcf143d0671dad85ecb40fd7787695be38c931e20bda9ac4a4ea153380&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10454372%2F&secure%5Burl_type%5D=linkedin_company_website) 2,801 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Account Executive, Customer Success Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 69% Medium, 18% Large #### What Do G2 Reviewers Say About Gong? _AI-generated summary from verified user reviews_ ##### Pros - Users find Gong's **AI capabilities invaluable** for saving time and enhancing productivity through efficient communication insights. - Users value the **ease of use** of Gong, finding it intuitive for analyzing sales calls and opportunities. - Users appreciate the **call recording and AI note-taking** features of Gong, enhancing productivity and improving sales strategies. - Users appreciate the **intuitive AI-driven insights** of Gong, which significantly enhance sales efficiency and pipeline management. - Users appreciate the **accuracy** of Gong, noting its ability to maintain call control and summarize discussions effectively. ##### Cons - Users experience **call tracking issues** with Gong, noting difficulties in accessing and locating previous calls. - Users report **recording issues** with Gong, including missed connections and difficulties in retrieving past calls. - Users note the **limitations of AI functionality** , which can affect accuracy and real-time integration in Gong. - Users experience **accuracy issues** with Gong, particularly in translation and inconsistent functionality across multiple Salesforce tabs. - Users note the **missing features** in Gong, particularly the lack of real-time AI coaching and limited search filters. #### What Are Recent G2 Reviews of Gong? **["Actionable Conversation Insights That Keep Teams Aligned."](https://www.g2.com/survey_responses/gong-review-12837945)** **Rating:** 5.0/5.0 stars _— Connor H._ [Read full review](https://www.g2.com/survey_responses/gong-review-12837945) **["Brilliant AI, Extremely Intuitive Platform"](https://www.g2.com/survey_responses/gong-review-12892641)** **Rating:** 5.0/5.0 stars _— Lilian S._ [Read full review](https://www.g2.com/survey_responses/gong-review-12892641) #### What Are G2 Users Discussing About Gong? - [How is Gong revolutionizing sales strategies with its AI-driven insights?](https://www.g2.com/discussions/gong-how-is-gong-revolutionizing-sales-strategies-with-its-ai-driven-insights) - 2 comments - [How is Gong revolutionizing sales strategies with its AI-driven insights?](https://www.g2.com/discussions/how-is-gong-revolutionizing-sales-strategies-with-its-ai-driven-insights) - [What is Gong used for?](https://www.g2.com/discussions/what-is-gong-used-for) - [Is Gong a public?](https://www.g2.com/discussions/is-gong-a-public) - 1 comment - [How Much Does Gong IO cost?](https://www.g2.com/discussions/how-much-does-gong-io-cost) - 1 comment ### [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) Sales Hub combines sales engagement tools, AI-powered productivity features, and workflow automation into a unified platform designed to help growing teams close deals faster. Core Value Proposition: Sales Hub addresses common sales challenges: inefficient manual processes that slow deal velocity, fragmented customer information creating incomplete context, and complex software requiring extensive training and ongoing administration. Built on the HubSpot Smart CRM, Sales Hub connects customer data and sales tools in a single unified system. Key Capabilities Sales Engagement Tools: Sales Hub provides email tracking, meeting scheduling, document sharing, and communication templates that streamline prospect interactions and eliminate administrative friction in the sales process. AI-Powered Productivity: The platform includes AI features that automate repetitive tasks, suggest next actions based on deal context, and surface relevant customer insights, helping representatives focus on selling rather than administrative work. Unified Customer View: Because all customer data, communication history, and deal information exists within the Smart CRM, sales representatives see complete context without toggling between systems. This includes visibility into marketing interactions, service tickets, and prior sales conversations. Workflow Automation: Sales Hub automates routine sales processes, ensuring consistent execution without manual coordination. Sales Hub vs. Alternatives: Unlike legacy CRM systems functioning primarily as databases requiring extensive customization, Sales Hub includes engagement tools, automation, and AI capabilities as native features rather than add-ons requiring integration. This eliminates the complexity of purchasing separate tools for email tracking, meeting scheduling, document management, and sales analytics. Sales Hub's intuitive interface reduces training time for new team members compared to traditional sales platforms requiring extensive technical knowledge. Teams benefit from fast onboarding, seamless alignment through shared data visibility, and flexible scaling. Who Should Use Sales Hub Sales Hub serves growing sales teams needing to increase productivity without adding headcount, sales representatives requiring complete customer context during buyer conversations, and sales leaders seeking pipeline visibility through unified reporting. The platform scales from small sales teams to enterprise organizations. Outcome Sales Hub helps teams sell smarter, not harder, enabling reps to get richer context and better insights at every step of the buyer journey. **Average Rating:** 4.4/5.0 **Total Reviews:** 13,314 #### G2 Deal: Get the HubSpot Growth CRM Suite - 20% off HubSpot plans for the first year, then 10% off in perpetuity 20% off HubSpot plans for the first year, then 10% off in perpetuity [View this exclusive G2 deal](https://www.g2.com/deals/offers/00bb654b-4890-4cd1-8b1a-e16c1080357a?source=categories) #### How Do G2 Users Rate HubSpot Sales Hub? - **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:** 8.6/10 (Category avg: 8.6/10) - **Coaching :** 8.3/10 (Category avg: 8.4/10) #### Who Is the Company Behind HubSpot Sales Hub? - **Seller:** [HubSpot](https://www.g2.com/sellers/hubspot) - **Company Website:** hubspot.com - **Year Founded:** 2006 - **HQ Location:** Cambridge, Massachusetts, United States - **Twitter:** @HubSpot 784,270 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e7728cdccf3cd40d382e6159b493e5f6534eb2bfad47dc424c39639ed9e0ebf3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F68529%2F&secure%5Burl_type%5D=linkedin_company_website) 12,158 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Account Executive, Business Development Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 60% Small, 35% Medium #### What Do G2 Reviewers Say About HubSpot Sales Hub? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **intuitive ease of use** of HubSpot Sales Hub, appreciating its streamlined organization and integrations. - Users appreciate the **customizability and user-friendly interface** of HubSpot Sales Hub, enhancing their sales management experience. - Users value the **comprehensive visibility** of HubSpot Sales Hub for managing sales efforts and forecasting effectively. - Users value the **excellent lead management** provided by HubSpot Sales Hub, enhancing organization and efficiency significantly. - Users value the **intuitive interface** of HubSpot Sales Hub, which simplifies navigation and enhances productivity. ##### Cons - Users find **missing features** in HubSpot Sales Hub, including limited lead creation and incomplete mobile app functionality. - Users find the **limited features** of HubSpot Sales Hub, like dashboard limitations and mobile app functionality, frustrating. - Users face a **large learning curve** , finding the system confusing without extensive training on contacts versus leads. - Users find HubSpot Sales Hub to be **expensive** , especially as costs increase and bugs persist affecting usage. - Users find HubSpot Sales Hub significantly **limited in customization** , hindering efficient outreach and task management. #### What Are Recent G2 Reviews of HubSpot Sales Hub? **["HubSpot Sales Hub’s AI Turns CRM Data Into Actionable Outreach Lists Fast"](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13338768)** **Rating:** 4.5/5.0 stars _— Alexa P._ [Read full review](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13338768) **["Intuitive Interface and Flexible Data Management"](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13233048)** **Rating:** 5.0/5.0 stars _— Taryn Q._ [Read full review](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13233048) #### What Are G2 Users Discussing About HubSpot Sales Hub? - [How has HubSpot Sales Hub impacted the sales pipeline management in small to mid-sized businesses?](https://www.g2.com/discussions/how-has-hubspot-sales-hub-impacted-the-sales-pipeline-management-in-small-to-mid-sized-businesses) - 4 comments - [What is HubSpot Sales Hub used for?](https://www.g2.com/discussions/what-is-hubspot-sales-hub-used-for) - 5 comments - [What is HubSpot good for?](https://www.g2.com/discussions/what-is-hubspot-good-for) - 2 comments - [How do I use HubSpot for sales?](https://www.g2.com/discussions/how-do-i-use-hubspot-for-sales) - 3 comments - [What can you do with free HubSpot?](https://www.g2.com/discussions/what-can-you-do-with-free-hubspot) - 2 comments ### [Qualified](https://www.g2.com/products/qualified/reviews) Qualified is the Agentic Marketing platform for B2B companies around the world. Headquartered in San Francisco, Qualified is built to modernize and maximize inbound pipeline generation with Piper the AI SDR Agent. Piper autonomously engages website visitors, captures leads, and converts them into pipeline with zero human intervention. With Piper, Qualified is transforming pipeline generation as we know it today. Your website is the front door to your business and the pinnacle of pipeline generation, but what happens when interested buyers want to learn more? They submit a web form and move on. Those leads get added to a queue for an inbound Sales Development Rep (SDR) to follow up with and nurture to pipeline for your sales team. How long does it take for an inbound lead to hear back? It can take hours, if not days. In the world of sales and marketing, speed is crucial as 78% of buyers go with the vendor that responds to them first. The problem is it's impossible to respond quickly with the current process because it's painfully manual, time intensive, and it relies on limited human capacity. But it doesn’t have to be this way. In the age of AI, we can put pipeline generation on autopilot. Meet Piper the AI SDR Agent. She operates across your entire inbound motion and works tirelessly to convert qualified buyers into pipeline, 24x7. Piper knows everything about your buyers. She profiles every website visitor to understand whether they're qualified and where they are in the buying journey then works toward her conversion goals. Piper also turns every touchpoint on your website into an opportunity for conversion with live chat, meeting booking, and personalized marketing offers. What's more, Piper works the inbox to send fast, personalized follow up and nurture emails to each and every lead. Hundreds of the world’s leading brands—including Crunchbase, Demandbase, Greenhouse, Plaid, and Suse—have hired Piper the AI SDR Agent to grow their inbound pipeline and are seeing real tangible business results. **Average Rating:** 4.9/5.0 **Total Reviews:** 1,539 #### How Do G2 Users Rate Qualified? - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.4/10) - **Peformance Tracking:** 9.5/10 (Category avg: 8.5/10) - **Integrations / APIs:** 9.3/10 (Category avg: 8.6/10) - **Coaching :** 9.1/10 (Category avg: 8.4/10) #### Who Is the Company Behind Qualified? - **Seller:** [Salesforce](https://www.g2.com/sellers/salesforce) - **Company Website:** www.salesforce.com - **Year Founded:** 1999 - **HQ Location:** San Francisco, CA - **Twitter:** @salesforce 579,511 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c04f36289ca03aeff007197f1d9e74e925e328ed6bcfaff98911c78b3ab382f7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3185%2F&secure%5Burl_type%5D=linkedin_company_website) 83,223 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Marketing Operations Manager, Sales Development Representative - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 67% Medium, 21% Large #### What Do G2 Reviewers Say About Qualified? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **excellent and responsive customer support** from Qualified, ensuring smooth implementation and ongoing assistance. - Users value the **excellent support** from Qualified, enhancing their experience and facilitating smooth integrations and migrations. - Users value the **seamless data integration** of Qualified, enhancing real-time engagement and optimizing website conversions effectively. - Users find Qualified to be **exceptionally easy to use** , with seamless integration and effective tools enhancing their experience. - Users value the **exceptional customer service** from Qualified, noting responsiveness and personalized support throughout their experience. ##### Cons - Users find the **learning curve steep** due to non-intuitive reporting and dashboard features, affecting overall usability. - Users note the **missing features** in Qualified, making it difficult to extract insights and accomplish tasks efficiently. - Users face a **steep learning curve** with Qualified, requiring time and support to fully utilize its features. - Users desire more **customization options** in Qualified, particularly for graphic elements and dialogue flow management. - Users find the **complexity** of Qualified's setup and management can be cumbersome without proper guidance and support. #### What Are Recent G2 Reviews of Qualified? **["The best tech vendor we've ever implemented. Instant engagement, better meetings, phenomenal support"](https://www.g2.com/survey_responses/qualified-review-13193222)** **Rating:** 5.0/5.0 stars _— Layne P._ [Read full review](https://www.g2.com/survey_responses/qualified-review-13193222) **["Outstanding Partnership and 24/7 AI SDR That Accelerates Time-to-Value"](https://www.g2.com/survey_responses/qualified-review-13191342)** **Rating:** 5.0/5.0 stars _— David B._ [Read full review](https://www.g2.com/survey_responses/qualified-review-13191342) #### What Are G2 Users Discussing About Qualified? - [What is Qualified used for?](https://www.g2.com/discussions/what-is-qualified-used-for) - [What skills does a software developer need in 2020?](https://www.g2.com/discussions/what-skills-does-a-software-developer-need-in-2020) - [What qualities do you need to be a software developer?](https://www.g2.com/discussions/what-qualities-do-you-need-to-be-a-software-developer) - [What is qualified io?](https://www.g2.com/discussions/what-is-qualified-io) ### [Salesloft](https://www.g2.com/products/salesloft/reviews) Clari + Salesloft is a category-transforming AI company architecting the future of revenue. By building the world’s first Predictive Revenue System, we help organizations move beyond fragmented applications and systems of record to a model that continuously drives and adapts revenue execution. Our platform captures deal data signals, and uses tailor-built AI to create the right context and drive action across sales teams. Instead of disconnected insights and siloed workflows, sales teams operate with shared understanding, faster decisions, and execution that stays aligned to the business. Trusted by thousands of enterprises including Adobe, 3M, IBM, and Zoom, Clari + Salesloft powers the forecast, surfaces pipeline risk, and drives proactive execution—returning thousands of hours to the field and enabling predictable, scalable growth. **Average Rating:** 4.5/5.0 **Total Reviews:** 4,153 #### How Do G2 Users Rate Salesloft? - **Has the product been a good partner in doing business?:** 8.9/10 (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 :** 9.6/10 (Category avg: 8.4/10) #### Who Is the Company Behind Salesloft? - **Seller:** [Salesloft](https://www.g2.com/sellers/salesloft) - **Company Website:** salesloft.com - **Year Founded:** 2011 - **HQ Location:** Atlanta, GA - **Twitter:** @Salesloft 18,437 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1c72bf0f0f6a02380b7fe128396fa033291b10b85b3fc210dd4659ed9b53b1e3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2296178%2F&secure%5Burl_type%5D=linkedin_company_website) 1,098 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Account Executive, Sales Development Representative - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 56% Medium, 23% Small #### What Do G2 Reviewers Say About Salesloft? _AI-generated summary from verified user reviews_ ##### Pros - Users find the **ease of use** in Salesloft invaluable for efficient contact management and outreach. - Users appreciate the **powerful automation features** of Salesloft, greatly enhancing their sales engagement and productivity. - Users find **Salesloft's helpful functionalities** in call tracking and customizable cadences instrumental for efficient contact management. - Users value the **seamless automation** features in Salesloft, making call tracking and email campaigns effortless. - Users value the **time-saving features** of Salesloft, enhancing efficiency in managing outreach and prospecting activities. ##### Cons - Users find **missing features** like domain rotation and improved text formatting hinder their email effectiveness in Salesloft. - Users face **call issues** with Salesloft, experiencing difficulties with app alignment and support consistency during usage. - Users often face **integration issues** with Salesloft, particularly with platforms like HubSpot, affecting overall effectiveness. - Users note the **limited features compared to competitors** , impacting their overall experience and efficiency with Salesloft. - Users face a **steep learning curve** with Salesloft, making it challenging for newcomers to navigate effectively. #### What Are Recent G2 Reviews of Salesloft? **["Easy-to-Use Cadences and Automation That Boost SDR Efficiency"](https://www.g2.com/survey_responses/salesloft-review-12625459)** **Rating:** 4.5/5.0 stars _— Verified User in Computer Software_ [Read full review](https://www.g2.com/survey_responses/salesloft-review-12625459) **["Boosts Sales Execution with Structured Cadences and CRM-Integrated Insights"](https://www.g2.com/survey_responses/salesloft-review-12628860)** **Rating:** 4.0/5.0 stars _— Harrison P._ [Read full review](https://www.g2.com/survey_responses/salesloft-review-12628860) #### What Are G2 Users Discussing About Salesloft? - [What innovative strategies are sales teams adopting with Salesloft to enhance customer engagement and sales effectiveness?](https://www.g2.com/discussions/what-innovative-strategies-are-sales-teams-adopting-with-salesloft-to-enhance-customer-engagement-and-sales-effectiveness) - [How is Salesloft being used to enhance operational efficiency and user experience in its specific field?](https://www.g2.com/discussions/how-is-salesloft-being-used-to-enhance-operational-efficiency-and-user-experience-in-its-specific-field) - 1 comment - [What is Salesloft used for?](https://www.g2.com/discussions/salesloft-what-is-salesloft-used-for) - 1 comment - [How much does SalesLoft cost?](https://www.g2.com/discussions/how-much-does-salesloft-cost) - [Is SalesLoft a CRM?](https://www.g2.com/discussions/is-salesloft-a-crm) - 6 comments, 1 upvote ### [GTM Workspace - Powered by ZoomInfo](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/reviews) Note: GTM Workspace is the upgraded version of ZoomInfo Sales and ZoomInfo Copilot. GTM Workspace is a unified sales execution platform that empowers account executives and account managers to run their entire book of business from a single workspace. By bringing together CRM data, ZoomInfo intelligence, engagement history, and buying signals into one consolidated view, GTM Workspace eliminates the constant context-switching that prevents sellers from doing their best work. At the core of GTM Workspace is an AI assistant that understands the full context of a rep's territory - their accounts, open opportunities, past conversations, and real-time signals - enabling natural language commands that drive real action. Sellers can instantly prepare for meetings, monitor account health, prioritize pipeline, and identify the best prospects to pursue, all without leaving a single interface. GTM Workspace integrates directly with Salesforce, maintaining bidirectional, real-time sync so CRM data stays current automatically. Flexible, spreadsheet-style Views allow reps to slice and analyze their accounts, contacts, leads, and opportunities exactly the way they work - with ZoomInfo firmographic, technographic, and intent data enriched directly alongside CRM fields. Purpose-built for the way modern sales teams operate, GTM Workspace requires no training, no agent building, and no engineering projects. It works immediately out of the box, delivering day-one value on top of the data foundation teams already rely on. The result: sellers spend less time stitching together information across disconnected tools and more time doing what they do best - building relationships and closing deals. **Average Rating:** 4.5/5.0 **Total Reviews:** 8,879 #### How Do G2 Users Rate GTM Workspace - Powered by ZoomInfo? - **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:** 8.5/10 (Category avg: 8.6/10) - **Coaching :** 8.3/10 (Category avg: 8.4/10) #### Who Is the Company Behind GTM Workspace - Powered by ZoomInfo? - **Seller:** [ZoomInfo](https://www.g2.com/sellers/zoominfo-26a9872a-d61e-4832-ab53-5e972b230706) - **Company Website:** www.zoominfo.com - **Year Founded:** 2000 - **HQ Location:** Vancouver, WA - **Twitter:** @ZoomInfo 23,515 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bd618c71d6b4b0acc542c8b46079b4c9423a65a072ce8f8590d4f3ed35e8aebb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fzoominfo%2F&secure%5Burl_type%5D=linkedin_company_website) 4,221 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Account Executive, Sales Development Representative - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 48% Medium, 26% Large #### What Do G2 Reviewers Say About GTM Workspace - Powered by ZoomInfo? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **comprehensive contact information** that GTM Workspace provides, aiding effective outreach to potential buyers. - Users find the **ease of use** in GTM Workspace invaluable for streamlining their sales processes and insights. - Users value the **data accuracy** of GTM Workspace, enhancing their competitive edge in prospecting and research. - Users find the **bulk data download feature** invaluable for targeted lead generation, simplifying outreach in the finance sector. - Users value the **targeted lead generation** capabilities of GTM Workspace, significantly boosting their sales and prospecting efficiency. ##### Cons - Users often face challenges with **inaccurate data** , including unassigned contact numbers and outdated job information. - Users often face **outdated data** in GTM Workspace, leading to inaccuracies in contact details and location information. - Users often struggle with **outdated contacts** , leading them to seek alternative information sources for accuracy. - Users experience **data inaccuracy** , with incorrect contact locations and unassigned numbers complicating their outreach efforts. - Users often face **outdated information** , including incorrect emails and job titles, affecting their reliability and effectiveness. #### What Are Recent G2 Reviews of GTM Workspace - Powered by ZoomInfo? **["A Strong way to invest in your business"](https://www.g2.com/survey_responses/gtm-workspace-powered-by-zoominfo-review-9470039)** **Rating:** 4.5/5.0 stars _— Caitlin B._ [Read full review](https://www.g2.com/survey_responses/gtm-workspace-powered-by-zoominfo-review-9470039) **["Targeted Prospecting Made Easy with Powerful Intent and Website Activity Insights"](https://www.g2.com/survey_responses/gtm-workspace-powered-by-zoominfo-review-13330120)** **Rating:** 4.5/5.0 stars _— Evan C._ [Read full review](https://www.g2.com/survey_responses/gtm-workspace-powered-by-zoominfo-review-13330120) #### What Are G2 Users Discussing About GTM Workspace - Powered by ZoomInfo? - [How does ZoomInfo SalesOS empower sales teams to achieve better results through data-driven insights?](https://www.g2.com/discussions/how-does-zoominfo-salesos-empower-sales-teams-to-achieve-better-results-through-data-driven-insights) - 3 comments, 1 upvote - [What is ZoomInfo SalesOS used for?](https://www.g2.com/discussions/what-is-zoominfo-salesos-used-for) - 3 comments, 1 upvote - [Is ZoomInfo legal?](https://www.g2.com/discussions/is-zoominfo-legal) - 6 comments, 1 upvote - [Who are ZoomInfo's top 3 competitors?](https://www.g2.com/discussions/who-are-zoominfo-s-top-3-competitors) - 4 comments, 2 upvotes - [How does ZoomInfo get my details?](https://www.g2.com/discussions/how-does-zoominfo-get-my-details) - 2 comments, 1 upvote ### [Fathom](https://www.g2.com/products/fathom-video/reviews) Fathom is the #1-rated AI meeting partner that captures what matters and turns every conversation into clear, actionable outcomes. It surfaces decisions, makes every meeting searchable, and syncs insights directly into CRM and productivity tools – eliminating manual work. Named to G2’s 2026 Best Software Awards Top 100, and recognized by HubSpot as its 2025 Most Used App of the Year, Fathom is trusted by hundreds of thousands of companies worldwide to help individuals stay focused, teams stay aligned, and organizations move faster. **Average Rating:** 5.0/5.0 **Total Reviews:** 6,998 #### How Do G2 Users Rate Fathom? - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.4/10) - **Peformance Tracking:** 8.3/10 (Category avg: 8.5/10) - **Integrations / APIs:** 8.9/10 (Category avg: 8.6/10) - **Coaching :** 8.5/10 (Category avg: 8.4/10) #### Who Is the Company Behind Fathom? - **Seller:** [Fathom](https://www.g2.com/sellers/fathom) - **Company Website:** www.fathom.ai - **Year Founded:** 2020 - **HQ Location:** San Francisco, CA - **Twitter:** @fathomdotai 2,469 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fcf9473596531c5c005bb8583db88fe99076d56e48f7402d7f8ca288e8145e65&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffathom-video&secure%5Burl_type%5D=linkedin_company_website) 184 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO, Founder - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 78% Small, 20% Medium #### What Do G2 Reviewers Say About Fathom? _AI-generated summary from verified user reviews_ ##### Pros - Users praise Fathom for its **incredible accuracy** in note-taking, enhancing engagement and efficiency during meetings. - Users love the **simple setup and seamless integration** of Fathom across various meeting platforms, enhancing productivity. - Users appreciate the **helpfulness** of Fathom, enabling productive meetings with automatic note-taking and efficient task assignments. - Users appreciate the **ease of use** of Fathom, enjoying its intuitive interface and efficient navigation for productivity. - Users value the **accuracy and efficiency** of Fathom's note-taking, enhancing focus during meetings and facilitating recaps. ##### Cons - Users face challenges with **meeting report accuracy** , along with limitations on advanced features in the free version. - Users experience **recording issues** with Fathom, including inaccurate transcripts and unnecessary constant recording. - Users face **call attribution issues** that hinder reporting and tracking of important call details during unscheduled meetings. - Users express frustration with **constant recording limitations** that affect meeting setup and participation flexibility. - Users express concerns about **joining issues** with Fathom, wishing for more seamless integration during meetings. #### What Are Recent G2 Reviews of Fathom? **["Clean, Intuitive UI with Powerful Transcription for Effortless Meeting Tracking"](https://www.g2.com/survey_responses/fathom-review-13369950)** **Rating:** 5.0/5.0 stars _— Emmanuel b._ [Read full review](https://www.g2.com/survey_responses/fathom-review-13369950) **["Huge Time-Saver: Smooth Auto-Join, Accurate Transcripts, and Reliable Integrations"](https://www.g2.com/survey_responses/fathom-review-13341015)** **Rating:** 5.0/5.0 stars _— Shreeyash G._ [Read full review](https://www.g2.com/survey_responses/fathom-review-13341015) ### [Apollo.io](https://www.g2.com/products/apollo-io/reviews) Apollo.io is an AI-powered go-to-market (GTM) platform that helps revenue teams find, engage, and manage B2B buyers across the entire sales cycle. Apollo.io is the company behind the industry’s first fully agentic GTM platform, transforming how revenue teams execute. Going beyond automation, Apollo’s intelligent agents actively drive results across the entire sales funnel – from prospecting to deal management – all in one place. Trusted by millions of users and hundreds of thousands of companies – including Anthropic, Autodesk, and Docusign – Apollo is making world-class go-to-market simple, intelligent, and accessible for all. Apollo serves sales development representatives, account executives, sales leaders, revenue operations, and marketing teams at B2B organizations of various sizes. Teams use Apollo to build and maintain target account lists, orchestrate outbound and inbound motions, manage opportunities, and understand which activities lead to qualified pipeline and closed revenue. Key capabilities include: Data and targeting: Access to a large B2B database with company and contact details, including firmographic, technographic, and buyer signal data, so users can define ideal customer profiles and create precise segments for outreach. Prospecting and enrichment: Tools to search, filter, and save prospect lists, plus enrichment workflows that keep contact and account records up to date in Apollo and connected systems such as CRM. Sales engagement: Multi-step, multi-channel sequences for email, calls, and tasks that standardize how reps follow up with prospects, with controls for timing, throttling, and deliverability. Agentic and AI-assisted workflows: Intelligent agents and AI features that help with account research, lead scoring, message generation, and next-step recommendations so reps can prioritize and personalize at scale. Deal and activity management: Basic CRM-style functionality for tracking opportunities, stages, activities, and notes, giving teams a single view of pipeline health and sales performance. By combining data, engagement, and deal execution in one platform, Apollo is designed to reduce the number of disconnected tools in a typical GTM stack and provide a consistent workflow for building pipeline and managing deals. This helps organizations improve data quality, increase seller productivity, and run more structured, measurable go-to-market programs. **Average Rating:** 4.7/5.0 **Total Reviews:** 9,432 #### How Do G2 Users Rate Apollo.io? - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.4/10) - **Peformance Tracking:** 8.4/10 (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 Apollo.io? - **Seller:** [Apollo.io](https://www.g2.com/sellers/apollo-io) - **Company Website:** www.apollo.io - **Year Founded:** 2015 - **HQ Location:** San Francisco, CA - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cd66144fa663d2dd3c2508a803817bd944c2b55318e4c7961b7f099adc28bac4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fapollo-io%2F&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Account Executive, Business Development Manager - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 67% Small, 29% Medium #### What Do G2 Reviewers Say About Apollo.io? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ease of use** of Apollo.io, enhancing their lead generation and CRM integration seamlessly. - Users value the **user-friendly interface and automation features** of Apollo.io, enhancing their lead generation efficiency. - Users value the **robust search and filtering capabilities** of Apollo.io, enhancing their outreach and campaign management efficiency. - Users appreciate the **streamlined prospecting and outreach** capabilities of Apollo.io, enhancing efficiency and targeting in lead generation. - Users appreciate the **time-saving features** of Apollo.io, streamlining their outreach and enhancing sales efficiency. ##### Cons - Users find **missing features** frustrating, particularly in layout customization, email templates, and integration options. - Users indicate that **inaccurate data** in Apollo.io can lead to frustrations with lead information and missing emails. - Users find the **steep learning curve** of Apollo.io challenging, hindering effective navigation and utilization of its features. - Users experience **data inaccuracy** with Apollo.io, leading to unreliable contact information that requires verification. - Users note **limited features** and variable accuracy, necessitating manual checks and selective outreach, which can overwhelm new users. #### What Are Recent G2 Reviews of Apollo.io? **["Apollo.io’s Intuitive UI, Fast Search, and AI-Powered Outreach Deliver Outstanding ROI"](https://www.g2.com/survey_responses/apollo-io-review-13344982)** **Rating:** 4.5/5.0 stars _— Anil P._ [Read full review](https://www.g2.com/survey_responses/apollo-io-review-13344982) **["Apollo.io’s Robust Prospecting Tools and Powerful Filtering"](https://www.g2.com/survey_responses/apollo-io-review-13322203)** **Rating:** 5.0/5.0 stars _— Ankit S._ [Read full review](https://www.g2.com/survey_responses/apollo-io-review-13322203) #### What Are G2 Users Discussing About Apollo.io? - [What unique capabilities does Apollo.io offer for streamlining sales and marketing workflows?](https://www.g2.com/discussions/what-unique-capabilities-does-apollo-io-offer-for-streamlining-sales-and-marketing-workflows) - 3 comments, 2 upvotes - [What is Apollo.io used for?](https://www.g2.com/discussions/apollo-io-what-is-apollo-io-used-for) - 6 comments, 3 upvotes - [How do I remove my information from Apollo io?](https://www.g2.com/discussions/how-do-i-remove-my-information-from-apollo-io) - 4 comments, 1 upvote - [Is Apollo IO free?](https://www.g2.com/discussions/is-apollo-io-free) - 11 comments, 6 upvotes - [What is Apollo io?](https://www.g2.com/discussions/what-is-apollo-io) - 3 comments, 1 upvote ### [B2B Rocket](https://www.g2.com/products/b2b-rocket/reviews) B2B Rocket is an AI-driven sales automation platform designed to streamline the B2B sales process by automating lead generation, engagement, and conversion. By leveraging proprietary AI agents, it enables businesses to efficiently manage the entire sales lifecycle, from identifying potential leads to closing deals, without the need for extensive human intervention. Key Features and Functionality: - AI-Powered BDR Agents: Automate cold email marketing and lead engagement across multiple channels, including email, LinkedIn, WhatsApp, and SMS. - Multi-Channel Outreach: Facilitate communication through various platforms to maximize reach and engagement. - Lead Database Access: Provide access to a vast database containing emails, phone numbers, and over 1 billion data points, enabling efficient lead identification and contact. - Unified Inbox & CRM: Centralize communications and manage deals, track leads, and schedule appointments effortlessly within a single platform. - Email Warm-Up and Validation: Enhance email deliverability and maintain a clean contact list by warming up email accounts and validating addresses. - Advanced Analytics & Insights: Monitor campaign performance and gain actionable insights to optimize sales strategies. Primary Value and Solutions Provided: B2B Rocket addresses common challenges in B2B sales by automating repetitive tasks, reducing the need for large sales teams, and enhancing lead quality through intelligent targeting. Its AI agents handle the time-consuming aspects of sales outreach, allowing businesses to focus on building customer relationships and closing deals. By integrating multi-channel communication and providing a comprehensive CRM system, B2B Rocket ensures a cohesive and efficient sales process. The platform's data-driven approach and advanced analytics empower businesses to make informed decisions, ultimately driving revenue growth and operational efficiency. **Average Rating:** 4.8/5.0 **Total Reviews:** 294 #### How Do G2 Users Rate B2B Rocket? - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.4/10) - **Peformance Tracking:** 9.3/10 (Category avg: 8.5/10) - **Integrations / APIs:** 9.2/10 (Category avg: 8.6/10) - **Coaching :** 9.1/10 (Category avg: 8.4/10) #### Who Is the Company Behind B2B Rocket? - **Seller:** [B2B Rocket](https://www.g2.com/sellers/b2b-rocket) - **HQ Location:** Sheridan, Wyoming - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e1087bcebcda56eb3f6be1e20e4396da4b5c5e512e446f6f61cdf95d92b07034&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fb2b-rocket&secure%5Burl_type%5D=linkedin_company_website) 159 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Virtual Assistant - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 89% Small, 9% Medium #### What Do G2 Reviewers Say About B2B Rocket? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **AI-driven automation** of B2B Rocket for its efficiency in lead generation and sales processes. - Users find B2B Rocket's **ease of use** beneficial, thanks to its intuitive interface and efficient automation features. - Users value the **efficiency of lead generation** with B2B Rocket, appreciating its automation and user-friendly support. - Users value B2B Rocket for its **time-saving automation** in outbound sales, enabling efficient lead generation and follow-ups. - Users appreciate the **multichannel outreach and personalization** of B2B Rocket, enhancing their lead generation efforts significantly. ##### Cons - Users find a **noticeable learning curve** when starting with B2B Rocket, impacting initial customization and setup. - Users find the **limited customization options** of B2B Rocket challenging, affecting initial setup and integration with other tools. - Users find B2B Rocket to be **expensive** , which can be a barrier for smaller businesses with tight budgets. - Users find the **missing features** in B2B Rocket limit customization and detailed reporting options significantly. - Users find the **complexity of the analytics dashboard** challenging and desire better filtering options for B2B targeting. #### What Are Recent G2 Reviews of B2B Rocket? **["Working with them has been a fantastic experience"](https://www.g2.com/survey_responses/b2b-rocket-review-12582722)** **Rating:** 5.0/5.0 stars _— Jody P._ [Read full review](https://www.g2.com/survey_responses/b2b-rocket-review-12582722) **["Overall Great Experience"](https://www.g2.com/survey_responses/b2b-rocket-review-12621068)** **Rating:** 5.0/5.0 stars _— Verified User in Computer Software_ [Read full review](https://www.g2.com/survey_responses/b2b-rocket-review-12621068) ### [Storylane](https://www.g2.com/products/storylane/reviews) Killer demos for every stage of buying. Storylane is the #1 rated demo automation platform for B2B marketing, sales, and presales teams. Trusted by 5,000+ companies, Storylane gives every team the demos they need and the AI sales agent to convert them. 1/ Demo Suite: Demos built for every channel, every conversation Build, personalize, and share interactive product demos across every stage of the buying journey. Interactive Demos: Create product demos in minutes using screenshot, video, or HTML capture. Personalize with one-click editing, add AI-generated voiceovers and avatars, and translate into 25+ languages. Embed on your website, attach to emails, share as leave-behinds, present at conferences, and more. Sandbox Demos: Stable, responsive product environments for live calls and POCs. No engineering, staging setup, or data injection needed. Hubs: One destination for everything your buyers need: interactive demos, product videos, and sales collateral, complete with choose-your-own-interest screens, engagement tracking, and champion identification. 2/ RepX Chat: Turn your website into your best sales rep Conversational sales agents trained on your product documentation and sales resources. RepX handles discovery, qualifies prospects, and hands off sales-ready accounts to your team 24/7. AI video & voice: Conversational agents that engage visitors around the clock in the kind of interaction people actually stay for. Discovery questions: Asks the questions your top SDRs would (pain points, timing, budget, decision makers) and shares context with your team. Qualification workflows: Define the criteria; RepX handles the routing every time, without a rep in the room. Storylane is built for every team in your GTM engine 1/ Marketing: Convert website visitors into qualified leads, improve pipeline from inbound traffic, generate demand at events 2/ Sales: Share demo leave-behinds to accelerate deals, multi-thread deals with personalized content, run live calls without technical risk 3/ Presales: Scale demo output without engineering lift, personalize environments at scale 4/ CX & Product: Onboard customers faster, drive feature adoption, reduce support load with interactive walkthroughs Why teams choose Storylane: Loved for ease-of-use, trusted for rapid innovation, and proven across the entire GTM engine. #1 rated on G2 in demo automation with a 99/100 satisfaction score. **Average Rating:** 4.7/5.0 **Total Reviews:** 1,567 #### G2 Deal: 20% off (first year) on Storylane annual plans Claim a 20% discount (for first year only) on all Storylane annual plans and bring the power of interactive demos to your sales and marketing use cases. [View this exclusive G2 deal](https://www.g2.com/deals/offers/ad5b207b-bb2a-483e-9115-312edeb03573?source=categories) #### How Do G2 Users Rate Storylane? - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.4/10) - **Integrations / APIs:** 10.0/10 (Category avg: 8.6/10) #### Who Is the Company Behind Storylane? - **Seller:** [Storylane](https://www.g2.com/sellers/storylane) - **Company Website:** www.storylane.io - **Year Founded:** 2021 - **HQ Location:** San Francisco, US - **Twitter:** @storylaneio 230 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=928000879e237de18f0d3e18f6bd3e9c31117cd6e557f0b490aa7759a32bb8f3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fstorylane-io%2F&secure%5Burl_type%5D=linkedin_company_website) 76 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Marketing Manager, Product Marketing Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 48% Small, 42% Medium #### What Do G2 Reviewers Say About Storylane? _AI-generated summary from verified user reviews_ ##### Pros - Users highlight the **ease of use** of Storylane, enabling quick creation of interactive demos with minimal effort. - Users value the **ease of creating customized demos** with Storylane, saving time and money effectively. - Users love the **easy creation** of interactive demos with Storylane, making their workflows fast and efficient. - Users love the **intuitive interface** of Storylane, making demo creation effortless and enjoyable. - Users love the **ease of creating interactive demos** with Storylane, making onboarding and showcasing products seamless. ##### Cons - Users are frustrated with **high costs for multiple demos** and the need for improved mobile functionality in Storylane. - Users are frustrated by **demo issues** , particularly with mobile optimization and the need for smoother playback in presentations. - Users find the **limited options** for adjustments and browser compatibility hinder their overall experience with Storylane. - Users find **editing difficulties** with Storylane due to longer loading times and challenges with manual adjustments. - Users note the **limited customization** options in Storylane, which may affect brand alignment and design flexibility. #### What Are Recent G2 Reviews of Storylane? **["Intuitive and Interactive Demos with Great Value"](https://www.g2.com/survey_responses/storylane-review-13367400)** **Rating:** 5.0/5.0 stars _— Avantio T._ [Read full review](https://www.g2.com/survey_responses/storylane-review-13367400) **["Makes Demos Easy to Create, Customize, and Share"](https://www.g2.com/survey_responses/storylane-review-13365328)** **Rating:** 4.0/5.0 stars _— John F._ [Read full review](https://www.g2.com/survey_responses/storylane-review-13365328) #### What Are G2 Users Discussing About Storylane? - [What is Storylane used for?](https://www.g2.com/discussions/what-is-storylane-used-for) - 1 comment ### [Retell AI](https://www.g2.com/products/retell-ai/reviews) Retell AI is a powerful conversational AI platform designed to automate voice, SMS, and chat interactions with natural, humanlike performance. Built on top of your choice of large language models (LLMs), Retell allows teams to spin up real-time AI agents that handle calls, trigger messaging workflows, and integrate seamlessly into your existing systems—all without writing code. At its core, Retell delivers Voice Agent Automation that feels indistinguishable from speaking with a real person. Calls are handled by LLM-native agents that respond within 600 milliseconds, support multi-turn logic, and operate across 31+ languages with native-quality speech. You can build and manage your own agent flows using an intuitive drag-and-drop builder that supports IVR trees, dynamic transfers, real-time webhooks, and CRM integration. Whether you’re scheduling appointments, answering FAQs, or qualifying leads, these agents are fast, reliable, and production-ready. Beyond voice, Retell also enables SMS and chat automation. Agents can send contextual messages during or after phone calls, or operate as standalone text/chat bots. You can use Twilio numbers or bring your own for outbound campaigns, enabling flexible, multi-channel engagement. To ensure quality and insight, Retell offers built-in testing and QA tools. You can simulate conversations, A/B test call flows, and monitor live call data through detailed dashboards. Track CSAT, latency, sentiment, and conversation outcomes—all in one place. Voice agents can be deployed via Twilio, SIP, branded caller ID, or embedded using Retell’s web SDKs. Unlike legacy IVR or scripted systems, Retell is built from the ground up to be AI-native and fully customizable. Whether you’re in healthcare, logistics, fintech, or customer support, Retell’s platform lets you scale personalized conversations across channels—boosting customer satisfaction and reducing operational costs. **Average Rating:** 4.8/5.0 **Total Reviews:** 2,612 #### How Do G2 Users Rate Retell AI? - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.4/10) - **Peformance Tracking:** 7.3/10 (Category avg: 8.5/10) - **Integrations / APIs:** 8.7/10 (Category avg: 8.6/10) - **Coaching :** 7.4/10 (Category avg: 8.4/10) #### Who Is the Company Behind Retell AI? - **Seller:** [Retell AI](https://www.g2.com/sellers/retell-ai) - **Company Website:** www.retellai.com - **Year Founded:** 2023 - **HQ Location:** Palo Alto, US - **Twitter:** @retellai 3,181 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7c72ae3fc448e271685ec93ce82d98c46cf398f2e1826b4c72bfcdcac1dfc471&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fretellai%2F&secure%5Burl_type%5D=linkedin_company_website) 121 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO, Founder - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 3% Small, 0% Medium #### What Do G2 Reviewers Say About Retell AI? _AI-generated summary from verified user reviews_ ##### Pros - Users highlight the **ease of use** of Retell AI, appreciating its user-friendly interface and straightforward setup. - Users appreciate the **ease of use and simplicity** in Retell AI, making it accessible for all skill levels. - Users appreciate the **simple and clean UI** of Retell AI, making setup and use quick and intuitive. - Users appreciate the **seamless integrations** of Retell AI, enhancing automated workflows and operational efficiency significantly. - Users appreciate the **easy-to-use interface** of Retell AI, making integration and navigation simple for everyone. ##### Cons - Users are frustrated by the **missing features** , such as agent limits and international number support, hindering usability. - Users find the **cost per call** for Retell AI to be on the higher side, impacting their experience. - Users find the **steep learning curve** of Retell AI challenging, especially without a technical background or proper guidance. - Users find the **limited features** of Retell AI restrictive, especially lacking SIP trunking integrations and testing options. - Users experience a **poor understanding** of Retell AI’s features, finding the setup process confusing and redundant. #### What Are Recent G2 Reviews of Retell AI? **["Polished UX for Building Autonomous AI Call Agents with Twilio & Telnyx Integrations"](https://www.g2.com/survey_responses/retell-ai-review-12722058)** **Rating:** 5.0/5.0 stars _— Rishav K._ [Read full review](https://www.g2.com/survey_responses/retell-ai-review-12722058) **["Property Management Made Easy!"](https://www.g2.com/survey_responses/retell-ai-review-13024552)** **Rating:** 5.0/5.0 stars [Read full review](https://www.g2.com/survey_responses/retell-ai-review-13024552) ### [Jeeva AI](https://www.g2.com/products/jeeva-ai/reviews) Jeeva is the autonomous digital worker platform for enterprise teams. Long-horizon AI workers that plan, execute, coordinate across tools, remember context, and complete work from start to finish. IT Help Desk, Salesforce Administration, IAM, NOC Monitoring, IT Compliance, SOC Tier 1, Incident Management, System Administration, SaaS Ops, and Employee Onboarding, all automated. Built with persistent memory, human-in-the-loop approvals, identity integrations, and audit-grade workflow logging. We do not build another AI assistant. We build autonomous workers that complete the work. Start free at jeeva.ai **Average Rating:** 4.6/5.0 **Total Reviews:** 233 #### How Do G2 Users Rate Jeeva AI? - **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 9.4/10) - **Peformance Tracking:** 7.6/10 (Category avg: 8.5/10) - **Integrations / APIs:** 8.0/10 (Category avg: 8.6/10) - **Coaching :** 7.5/10 (Category avg: 8.4/10) #### Who Is the Company Behind Jeeva AI? - **Seller:** [Jeeva.ai](https://www.g2.com/sellers/jeeva-ai) - **Company Website:** www.jeeva.ai - **Year Founded:** 2024 - **HQ Location:** Los Angeles, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7838104ec057cbfe2d7ecfee0ba49e8e9038be0c4f8700e9160f07fe9258e543&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fjeeva-ai-hq%2F&secure%5Burl_type%5D=linkedin_company_website) 119 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 40% Small, 24% Medium #### What Do G2 Reviewers Say About Jeeva AI? _AI-generated summary from verified user reviews_ ##### Pros - Users find Jeeva AI to be **very easy to use** , appreciating its user-friendly setup and seamless functionality. - Users value the **accurate lead generation** capabilities of Jeeva AI, leveraging diverse data sources for effective sales outreach. - Users commend Jeeva AI for its **time-saving automation features** , enhancing efficiency and speeding up decision-making processes. - Users commend the **easy setup** of Jeeva AI, making it beginner-friendly and hassle-free for lead discovery. - Users love the **automation features** of Jeeva AI, significantly enhancing efficiency and streamlining workflows effortlessly. ##### Cons - Users note a **lack of templates** in Jeeva AI, wishing for more options to enhance their experience. - Users find Jeeva AI **too expensive** , as credits are insufficient to cover basic campaign needs and functionalities. - Users are frustrated by the **occasional AI hallucinations** that disrupt personalization and overall user experience. - Users find the **learning curve steep** , making it challenging for newcomers to navigate and adopt Jeeva AI effectively. - Users note the **limited customization** options in Jeeva AI, wishing for more control over message tone and settings. #### What Are Recent G2 Reviews of Jeeva AI? **["Efficient Lead Generation with a Learning Curve"](https://www.g2.com/survey_responses/jeeva-ai-review-13096730)** **Rating:** 4.5/5.0 stars _— Byte W._ [Read full review](https://www.g2.com/survey_responses/jeeva-ai-review-13096730) **["Jeeva AI: Seamless, All-in-One Sales Workflow with Powerful Enrichment"](https://www.g2.com/survey_responses/jeeva-ai-review-12430500)** **Rating:** 4.5/5.0 stars _— Yeong J._ [Read full review](https://www.g2.com/survey_responses/jeeva-ai-review-12430500) ### [Substrata](https://www.g2.com/products/substrata-substrata/reviews) Substrata analyzes behavioral data to uncover attitudes, emotions, intentions and power dynamics, helping dealmakers sell smarter and close more deals. **Average Rating:** 4.9/5.0 **Total Reviews:** 1,111 #### How Do G2 Users Rate Substrata? - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.4/10) - **Peformance Tracking:** 9.5/10 (Category avg: 8.5/10) - **Integrations / APIs:** 9.2/10 (Category avg: 8.6/10) - **Coaching :** 9.4/10 (Category avg: 8.4/10) #### Who Is the Company Behind Substrata? - **Seller:** [Substrata](https://www.g2.com/sellers/substrata-221a11cc-8331-453c-b030-2fd1cd2f19ea) - **Company Website:** www.substrata.me - **Year Founded:** 2020 - **HQ Location:** Tel Aviv, Israel - **Twitter:** @SubstrataHQ 517 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a52ceae0c10051c0684d9809a4ca491659604e05cb588ada06d0642e2f54ba79&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsubstrata-company%2F&secure%5Burl_type%5D=linkedin_company_website) 33 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Sales Development Representative, Project Manager - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 45% Small, 41% Medium #### What Do G2 Reviewers Say About Substrata? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **high accuracy** of Substrata's insights, enhancing their understanding of clients and improving negotiations. - Users value the **sophisticated emotional insights** of Substrata, enhancing communication and understanding in high-stakes environments. - Users appreciate the **insightful analysis** of Substrata, enhancing understanding of tone and emotions in conversations. - Users value Substrata for its **actionable insights** that enhance communication effectiveness and decision-making confidence. - Users value the **time-saving features** of Substrata, enhancing decision-making efficiency and improving communication effectiveness. ##### Cons - Users face a **steep learning curve** with Substrata, requiring time and effort to master advanced features. - Users find the **limited customization** options restrict their ability to tailor insights for specific needs and perspectives. - Users find the **complexity in setup and navigation** challenging, hindering their ability to effectively use Substrata. - Users find the **time-consuming setup** and analysis process of Substrata to be a notable challenge. - Users find the **dashboard overwhelming** initially, struggling with complexity and a lack of intuitive features. #### What Are Recent G2 Reviews of Substrata? **["A Strong Communication Intelligence Platform for B2B Sales"](https://www.g2.com/survey_responses/substrata-review-13364729)** **Rating:** 5.0/5.0 stars _— Andrew B._ [Read full review](https://www.g2.com/survey_responses/substrata-review-13364729) **["Connects Communication Intelligence With Revenue Operations"](https://www.g2.com/survey_responses/substrata-review-13361952)** **Rating:** 5.0/5.0 stars _— Victoria B._ [Read full review](https://www.g2.com/survey_responses/substrata-review-13361952) ### [lemlist](https://www.g2.com/products/lemlist/reviews) lemlist is the AI outbound platform that lets sales teams reach prospects on email, LinkedIn, calls, WhatsApp, and SMS from one place, so more of their outreach turns into booked meetings and closed deals. With lemlist, you can: - Find leads that match your ICP in a 650M+ database and enrich them with verified emails and phone numbers, no extra tools needed - Spot when prospects are ready to buy with intent signal agents that track buying signals and add leads to campaigns at the right moment - Turn scattered lead data into usable context with data enrichment agents that pull insights from LinkedIn, websites, and your CRM - Build full campaigns by chatting with lemAgent, the built-in AI agent that creates your lead list, sequence, and messages - Run automated multichannel sequences and manage every reply from one unified inbox - Keep emails out of spam with built-in deliverability tools, including lemwarm - Work from your CRM with Salesforce, HubSpot, and Pipedrive integrations, or run lemlist straight from Claude via MCP Most tools cover one part of outbound. lemlist covers the whole workflow, from finding a prospect to booking the meeting, and keeps a human in control at every step. SDRs, sales leaders, ops teams, and founders use lemlist to cut manual work and spend more of their time selling. Learn more and start your free 14-day trial at www.lemlist.com **Average Rating:** 4.6/5.0 **Total Reviews:** 2,005 #### How Do G2 Users Rate lemlist? - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.4/10) - **Peformance Tracking:** 7.9/10 (Category avg: 8.5/10) - **Integrations / APIs:** 8.5/10 (Category avg: 8.6/10) - **Coaching :** 6.8/10 (Category avg: 8.4/10) #### Who Is the Company Behind lemlist? - **Seller:** [lemlist](https://www.g2.com/sellers/lemlist) - **Company Website:** lemlist.com - **Year Founded:** 2018 - **HQ Location:** Paris, Île-de-France, France - **Twitter:** @lemlist 2,556 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=58e64645728fb2e8fad9ba5a58c3420688932b86372225ce6718ce80678a6061&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F18342604%2F&secure%5Burl_type%5D=linkedin_company_website) 266 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO, Founder - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 51% Small, 7% Medium #### What Do G2 Reviewers Say About lemlist? _AI-generated summary from verified user reviews_ ##### Pros - Users highlight the **ease of use** of lemlist, appreciating its user-friendly interface and effective automation features. - Users value the **user-friendly interface and automation features** of lemlist, enhancing their marketing efficiency and creativity. - Users value the **ease of personalized outreach** with Lemlist, enabling efficient, human-like engagement at scale. - Users appreciate the **automation features** of lemlist, streamlining their outreach while maintaining a personalized touch. - Users appreciate the **sophisticated LinkedIn integration** of Lemlist, enhancing their outreach with personalization and efficiency. ##### Cons - Users are frustrated by **missing features** in Lemlist, such as the inability to enrich leads post-launch and usability issues. - Users find Lemlist **expensive** , particularly regarding additional credits and overall costs for high-volume campaigns. - Users find the **steep learning curve** for setup and integrations can hinder initial experience but improve over time. - Users find the **interface complex** for managing multiple campaigns, making scaling and adjustments challenging post-launch. - Users find the **email management process costly and sometimes cumbersome** , especially with credits and setup challenges. #### What Are Recent G2 Reviews of lemlist? **["Lemlist Makes Multi-Channel Outreach Easy, simple to set up and Highly Automated"](https://www.g2.com/survey_responses/lemlist-review-13362404)** **Rating:** 5.0/5.0 stars _— Neil P._ [Read full review](https://www.g2.com/survey_responses/lemlist-review-13362404) **["You really don't need anything else especially if you're an SMB"](https://www.g2.com/survey_responses/lemlist-review-12019160)** **Rating:** 5.0/5.0 stars _— Josh R._ [Read full review](https://www.g2.com/survey_responses/lemlist-review-12019160) #### What Are G2 Users Discussing About lemlist? - [What is lemlist used for?](https://www.g2.com/discussions/what-is-lemlist-used-for) - 2 comments ### [Instantly](https://www.g2.com/products/instantly/reviews) Instantly turns leads into clients with Automated Outreach, Deliverability Network, Sales Engagement, B2B Lead Database & AI-Powered CRM. Find your leads, create your campaigns, connect your sending accounts, and watch those leads turn into customers - with one, flat-fee subscription. Founded in 2021, Instantly is the leading sales engagement platform used by more than 35,000 customers, from solopreneurs to global agencies. Our goal is to be the simplest tool on the market to make money with cold email. **Average Rating:** 4.8/5.0 **Total Reviews:** 4,147 #### How Do G2 Users Rate Instantly? - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.4/10) - **Peformance Tracking:** 9.2/10 (Category avg: 8.5/10) - **Integrations / APIs:** 9.0/10 (Category avg: 8.6/10) - **Coaching :** 8.8/10 (Category avg: 8.4/10) #### Who Is the Company Behind Instantly? - **Seller:** [Instantly](https://www.g2.com/sellers/instantly) - **Company Website:** instantly.ai - **Year Founded:** 2001 - **HQ Location:** Sheridan, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9261b7de97da67cdddd09b77b3180a53a5872b60d62348d7d263c5071a446b6e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Finstantlyapp%2F&secure%5Burl_type%5D=linkedin_company_website) 275 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Founder, CEO - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 93% Small, 5% Medium #### What Do G2 Reviewers Say About Instantly? _AI-generated summary from verified user reviews_ ##### Pros - Users praise Instantly's **incredible customer support** , noting their quick and precise responses to any inquiries. - Users find Instantly to be **very user-friendly** , with responsive support and easy setup thanks to tutorial resources. - Users value the **time-saving features** of Instantly, enjoying efficient campaign management and effortless email outreach. - Users find Instantly **incredibly easy to use** , appreciating its intuitive setup and efficient campaign management features. - Users celebrate the **easy setup** of Instantly, which streamlines email marketing with automatic configurations and seamless management. ##### Cons - Users find the pricing structure **expensive** , with key features locked in higher-tier subscriptions that limit basic plan users. - Users find the **missing features** in the basic plan limiting, such as the low lead cap and lack of reply options. - Users report a **challenging learning curve** with Instantly, finding setup and navigation frustrating and confusing. - Users express frustration with **poor customer support** , highlighting slow responses and complicated cancellation processes. - Users face **significant email management issues** with campaign failures, unupdated analytics, and insufficient attachment support. #### What Are Recent G2 Reviews of Instantly? **["Perfect Balance: Easy Beginner-Friendly Setup, and Warmup That Allows Campaigns To Go Live Fast"](https://www.g2.com/survey_responses/instantly-review-12964227)** **Rating:** 5.0/5.0 stars _— Rahul K._ [Read full review](https://www.g2.com/survey_responses/instantly-review-12964227) **["Instantly showed me that cold email is not just about writing better emails"](https://www.g2.com/survey_responses/instantly-review-13109041)** **Rating:** 5.0/5.0 stars _— Miguel F._ [Read full review](https://www.g2.com/survey_responses/instantly-review-13109041) #### What Are G2 Users Discussing About Instantly? - [What is Instantly used for?](https://www.g2.com/discussions/what-is-instantly-used-for) - 10 comments, 3 upvotes - ‹ Prev ‹ Prev - 1 - [2](/categories/ai-sales-assistant?order=g2_score&page=2#product-list) - [3](/categories/ai-sales-assistant?order=g2_score&page=3#product-list) - [4](/categories/ai-sales-assistant?order=g2_score&page=4#product-list) - [5](/categories/ai-sales-assistant?order=g2_score&page=5#product-list) - … - [49](/categories/ai-sales-assistant?order=g2_score&page=49#product-list) - [50](/categories/ai-sales-assistant?order=g2_score&page=50#product-list) - [Next › Next ›](/categories/ai-sales-assistant?order=g2_score&page=2#product-list) Spotlight Categories [Identity and Access Management (IAM) Software](https://www.g2.com/categories/identity-and-access-management-iam) [Professional Services Automation Software](https://www.g2.com/categories/professional-services-automation) [Workforce Management Software](https://www.g2.com/categories/workforce-management) [Marketing Analytics Tools](https://www.g2.com/categories/marketing-analytics) [Affiliate Marketing Software](https://www.g2.com/categories/affiliate-marketing) Similar Categories - [CRM](/categories/crm) - [Sales Compensation](/categories/sales-compensation) - [Auto Dialer](/categories/auto-dialer) - [Contract Analytics](/categories/contract-analytics) - [Contract Lifecycle Management (CLM)](/categories/contract-lifecycle-management-clm) - [Contract Management](/categories/contract-management) - [Customer Revenue Optimization](/categories/customer-revenue-optimization) - [E-Signature](/categories/e-signature) - [Field Sales](/categories/field-sales) - [Other Sales](/categories/other-sales) - [Partnerships Management](/categories/partnerships-management) - [PreSales](/categories/presales) - [Quote Management](/categories/quote-management) - [Revenue AI Platforms](/categories/revenue-ai-platforms) - [Revenue Operations & Intelligence (RO&I)](/categories/revenue-operations-intelligence-ro-i) [Browse AI Sales Assistant Themes](/categories/ai-sales-assistant/themes) ![Julie Jung](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julie Jung") JJ Researched and written by [Julie Jung](https://research.g2.com/insights/author/julie-jung) Updated July 7, 2026 ### 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 Tools at a Glance | Product | Best for | User Review | | --- | --- | --- | | [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_c7667c650c352acba4bfca38ee89457b/agentforce-sales-formerly-salesforce-sales-cloud.png "Product Avatar Image")](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)[Agentforce Sales](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)[4.4/5(25,878)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) | CRM-native AI inside Salesforce workflows | "Agentforce Sales Centralizes Customer Data with Powerful Dashboards and Automation" | | [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_ba7ec16c546d0110cfe515805013d68d/gong.png "Product Avatar Image")](https://www.g2.com/products/gong/reviews)[Gong](https://www.g2.com/products/gong/reviews)[4.7/5(6,679)](https://www.g2.com/products/gong/reviews) | Revenue intelligence anchored in call analysis | "Actionable Conversation Insights That Keep Teams Aligned." | | [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_92f791c125019514c13f2138425a640b/hubspot-sales-hub.png "Product Avatar Image")](https://www.g2.com/products/hubspot-sales-hub/reviews)[HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews)[4.4/5(13,922)](https://www.g2.com/products/hubspot-sales-hub/reviews) | Structured sales workflows tied to native CRM | "HubSpot Sales Hub’s AI Turns CRM Data Into Actionable Outreach Lists Fast" | | [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_a430bfdd87e9a0142ce27fb5c3ee4b0f/qualified.png "Product Avatar Image")](https://www.g2.com/products/qualified/reviews)[Qualified](https://www.g2.com/products/qualified/reviews)[4.9/5(1,550)](https://www.g2.com/products/qualified/reviews) | AI SDR for inbound pipeline from website visitors | "The best tech vendor we've ever implemented. Instant engagement, better meetings, phenomenal support" | | [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_6bf05a04df3304c320e77ab36fcfd79a/salesloft.jpg "Product Avatar Image")](https://www.g2.com/products/salesloft/reviews)[Salesloft](https://www.g2.com/products/salesloft/reviews)[4.5/5(4,287)](https://www.g2.com/products/salesloft/reviews) | Multi-channel sales engagement with cadences | "Easy-to-Use Cadences and Automation That Boost SDR Efficiency" | | [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_0fe1247bb1ae3d476bf6e9dbd470cf7d/gtm-workspace-powered-by-zoominfo.png "Product Avatar Image")](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/reviews)[GTM Workspace - Powered by ZoomInfo](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/reviews)[4.5/5(9,113)](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/reviews) | Enterprise B2B contact data with AI sales workspace | "A Strong way to invest in your business" | | [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_dee726cf705bf25cd1cc3b1ff354c90c/fathom-video.png "Product Avatar Image")](https://www.g2.com/products/fathom-video/reviews)[Fathom](https://www.g2.com/products/fathom-video/reviews)[5/5(7,012)](https://www.g2.com/products/fathom-video/reviews) | Accurate AI meeting summaries with effortless setup | "Clean, Intuitive UI with Powerful Transcription for Effortless Meeting Tracking" | | [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_99c4bd25dc044ae603ad32e419e76983/apollo-io.png "Product Avatar Image")](https://www.g2.com/products/apollo-io/reviews)[Apollo.io](https://www.g2.com/products/apollo-io/reviews)[4.7/5(9,819)](https://www.g2.com/products/apollo-io/reviews) | Combined data and engagement platform for outbound | "Apollo.io’s Intuitive UI, Fast Search, and AI-Powered Outreach Deliver Outstanding ROI" | | [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_a5f919e174cfe0f6c9cde490bac93e3c/b2b-rocket.png "Product Avatar Image")](https://www.g2.com/products/b2b-rocket/reviews)[B2B Rocket](https://www.g2.com/products/b2b-rocket/reviews)[4.8/5(297)](https://www.g2.com/products/b2b-rocket/reviews) | AI BDR agents for high-volume B2B outbound | "Working with them has been a fantastic experience" | * * * Show More ### AI Sales Assistant Topics - [AI sales assistant software buying insights at a glance](#ai-sales-assistant-software-buying-insights-at-a-glance) - [Top 5 FAQs from software buyers:](#top-5-faqs-from-software-buyers) - [What are the top-reviewed AI Sales Assistant Software on G2?](#what-are-the-top-reviewed-ai-sales-assistant-software-on-g2) - [What I Often See in AI Sales Assistant Software](#what-i-often-see-in-ai-sales-assistant-software) - [My expert takeaway on AI Sales Assistant Tools](#my-expert-takeaway-on-ai-sales-assistant-tools) - [AI Sales Assistant software FAQs](#ai-sales-assistant-software-faqs) - [Most Popular FAQs](#most-popular-faqs) - [Small Business FAQs](#small-business-faqs) - [Enterprise FAQs](#enterprise-faqs) - [Sources](#sources) [ ### AI Sales Assistant Topics Expand/Collapse ](#) - [AI sales assistant software buying insights at a glance](#ai-sales-assistant-software-buying-insights-at-a-glance) - [Top 5 FAQs from software buyers:](#top-5-faqs-from-software-buyers) - [What are the top-reviewed AI Sales Assistant Software on G2?](#what-are-the-top-reviewed-ai-sales-assistant-software-on-g2) - [What I Often See in AI Sales Assistant Software](#what-i-often-see-in-ai-sales-assistant-software) - [My expert takeaway on AI Sales Assistant Tools](#my-expert-takeaway-on-ai-sales-assistant-tools) - [AI Sales Assistant software FAQs](#ai-sales-assistant-software-faqs) - [Most Popular FAQs](#most-popular-faqs) - [Small Business FAQs](#small-business-faqs) - [Enterprise FAQs](#enterprise-faqs) - [Sources](#sources) ## Learn More 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