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Best AI Sales Assistant Software in 2026

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Featured AI Sales Assistant Software At A Glance

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Buyer's Guide: AI Sales Assistant

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Product Description
Pros and Cons

Users find Salesforce Sales Cloud easy to use, simplifying report building and day-to-day sales planning effectively.

Users enjoy the simplicity and efficiency of Salesforce Sales Cloud, enhancing sales calls and overall team management.

Users value the organized lead management in Salesforce Sales Cloud, appreciating its user-friendly interface and customization options.

Users find the learning curve challenging, as configuration and setup can be time-consuming and complicated for newcomers.

Users find the platform overwhelming and complex, requiring training and leading to data clutter and high costs.

Users often express frustration with the missing features in Salesforce Sales Cloud that hinder their operations and workflows.

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G2 recognized Gong
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Pros and Cons

Users find Gong to be a helpful sales partner, offering intuitive insights and fantastic support for maximizing potential.

Users find Gong's ease of use invaluable, enhancing workflow with intuitive features and AI-driven insights.

Users praise the ease of use for call recordings, enhancing learning and productivity through valuable insights and summaries.

Users struggle with call issues, facing delays in access and difficulties in searching for previous recordings efficiently.

Users face recording issues with Gong, including inaccurate translations and disruptive interruptions at the beginning of calls.

Users criticize the inaccuracy of AI functionality, which sometimes hinders their overall experience and effectiveness.

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Users appreciate the ease of use of HubSpot Sales Hub, finding it comprehensive and intuitive for sales management.

Users value the organizing capabilities of HubSpot Sales Hub, enhancing lead management and tracking campaign performance effectively.

Users value the intuitive interface of HubSpot Sales Hub, making navigation and task management seamless and efficient.

Users note missing features in HubSpot Sales Hub, particularly regarding reporting and conditional meeting bookings.

Users note the limited features in the mobile app, impacting their overall experience with HubSpot Sales Hub.

Users find the learning curve challenging, making it difficult to effectively utilize HubSpot Sales Hub's features.

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Pros and Cons

Users appreciate the ease of use of Apollo.io, finding it user-friendly and guided for seamless navigation.

Users value the helpful setup process of Apollo.io, finding it easy to start and effective for outreach.

Users value the abundance of leads from Apollo.io, appreciating its accurate data and effective search features.

Users find missing features in Apollo.io limiting, particularly in layout customization and email sequencing options.

Users highlight inaccurate data in Apollo.io, often requiring third-party tools for verification and leading to frustration.

Users experience a learning curve with Apollo.io due to its complex features, requiring time to master the platform.

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Users value the comprehensive contact information in ZoomInfo Sales, facilitating effective outreach and business development.

Users value the data accuracy of ZoomInfo, facilitating efficient research and successful lead generation efforts.

Users find the ease of use of ZoomInfo Sales valuable for quickly accessing needed contacts and information.

Users face inaccurate data issues with ZoomInfo, expressing a desire for more up-to-date and extensive contact information.

Users struggle with outdated data, including inaccurate email addresses and job titles, complicating their workflow.

Users often face challenges with outdated contacts, as email and numbers can be inaccurate, affecting their overall experience.

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G2 recognized Fathom
Product Description
Pros and Cons

Users love the thorough AI note summaries from Fathom, enhancing focus on client communication without hassle.

Users value the accuracy of Fathom, enabling quick and reliable summaries that save time on note-taking.

Users find Fathom's ease of use invaluable, enhancing focus on client communication and streamlining project management.

Users experience some awkwardness in meeting management due to automatic recordings and integration challenges.

Users express frustration with constant recording issues, leading to unwanted recordings during meetings.

Users find missing features in Fathom, such as manual entry and accurate reporting, hinder their overall experience.

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Users find Instantly's platform easy to get started with, thanks to its simplicity and smooth integration.

Users commend the excellent customer support at Instantly, noting timely responses and effective problem resolution.

Users praise Instantly for its exceptional email marketing automation, enhancing efficiency and organization in campaigns.

Users consider the product expensive, particularly criticizing the high cost of leads and CRM features.

Users desire more filtering options and affordable features in Instantly to enhance their experience and accessibility.

Users experience excessive email sending with Instantly, impacting email preparation and causing high bounce rates.

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Pros and Cons

Users value the AI-driven lead generation of B2B Rocket, which greatly enhances efficiency and saves time.

Users value the AI-driven automation of B2B Rocket, saving time and enhancing lead generation efficiency significantly.

Users find B2B Rocket's ease of use exceptional, streamlining lead generation and enhancing efficiency with a user-friendly interface.

Users find a learning curve with B2B Rocket, especially for teams unfamiliar with AI-driven outreach.

Users note limited customization options, making tailored messaging for diverse industries challenging and less effective.

Users consider B2B Rocket expensive, making it less accessible for smaller businesses with tighter budgets.

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Pros and Cons

Users appreciate the exceptional customer support from Qualified's team, ensuring successful onboarding and ongoing success.

Users value the exceptional onboarding and support from Qualified, ensuring a smooth and efficient implementation experience.

Users highlight the ease of use of Qualified, appreciating its intuitive interface and responsive support team.

Users experience a noticeable learning curve with Qualified, especially for those new to conversational marketing and sales engagement.

Users find the missing features frustrating, as vital tools like hot hand-offs and intuitive dashboards are lacking.

Users experience a steep learning curve with Qualified, requiring time to navigate its complex interface effectively.

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Users value the accuracy of Substrata's insights, enhancing their understanding of communication dynamics for effective outreach.

Users value the insightful emotional analysis of Substrata, enhancing their communication and decision-making in business contexts.

Users value the emotional awareness Substrata provides, enhancing communication and fostering trust in business interactions.

Users find the learning curve steep, especially for non-technical users, making initial use challenging.

Users find the limited customization options of Substrata restrictive, hindering personalized insights and user experience.

Users find the complexity of the interface overwhelming initially, making it harder to navigate features effectively.

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Pros and Cons

Users appreciate the ease of use of Synthflow, finding it intuitive and straightforward for deployment and integration.

Users find the setup ease of Synthflow remarkable, highlighting its intuitive and straightforward interface for deployment.

Users appreciate the easy integrations with platforms like Zapier, enhancing the overall usability and functionality of Synthflow.

Users find the pricing plans expensive, with no reasonable options between starter and pro levels.

Users find the pricing plans steep and feel the trial minutes are insufficient for thorough evaluation.

Users find the learning curve steep due to outdated tutorials and insufficient documentation complicating setup and integration.

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Product Description
Pros and Cons

Users find Humantic AI's personality insights invaluable for enhancing communication and improving engagement with prospects.

Users highly value Humantic AI's ability to predict buyer behavior for personalized engagement and effective communication.

Users value the ease of use of Humantic AI, appreciating its simple setup and intuitive interface for sales strategies.

Users highlight inaccuracy issues due to dependence on data quality and lack of comprehensive context in Humantic AI.

Users face issues with LinkedIn integration, as it limits personality predictions and disrupts user experience.

Users notice poor UI design in Humantic AI, with hopes for improvement and better templates in the future.

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G2 recognized Close
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Pros and Cons

Users highlight the ease of use of Close, appreciating its intuitive interface and streamlined communication features.

Users find Close's helpful communication features invaluable for efficiently managing client interactions and maintaining quality communication.

Users love Close for its powerful communication features, making client interaction management efficient and streamlined.

Users feel Close lacks support for Serbian numbers and improved inbox management, hindering effective communication and organization.

Users experience call issues including missed notifications, delays, and the inconvenience of needing to reopen the app frequently.

Users note limited features in Close, particularly lacking advanced call functionalities and customization options.

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Pros and Cons

Users praise the intuitive ease of use of Amplemarket, enhancing their outreach and workflow efficiency significantly.

Users value the helpful support from Amplemarket, making the platform easy to use and highly effective for outreach.

Users love the deep level of automation in Amplemarket, enhancing the efficiency of their outreach efforts.

Users report missing features in Amplemarket, such as conditional steps and advanced analytics filters, which hinder usability.

Users face sequence issues in Amplemarket, such as unpaused tasks accumulating and difficulty in managing sequences effectively.

Users experience data inaccuracy with Amplemarket, necessitating manual verification and causing challenges in lead generation.

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Users value the ease of use of Dialog, appreciating its straightforward integration and minimal disruption to workflows.

Users commend the easy implementation of Dialog, allowing for quick integration without disrupting existing workflows.

Users appreciate the efficiency of Dialog, which simplifies integration and enhances customer journey management effortlessly.

Users feel the dashboard could be improved, yet appreciate the ongoing support from the Dialog team.

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Learn More About AI Sales Assistant Software

AI sales assistant software buying insights at a glance

AI Sales Assistant Software brings together automation, conversation intelligence, and predictive guidance to help sales teams run outreach and deal execution with less manual effort. Instead of juggling multiple point solutions, these platforms centralize the “work between the work”, capturing activity data, generating sales-ready content, summarizing conversations, prioritizing next steps, and syncing outcomes back to systems like CRM. As buying journeys become longer, the number of stakeholders increases, and teams remain distributed, AI sales assistant software has become a practical way to maintain consistency, coverage, and momentum without inflating headcount.

Based on G2 review data, buyers most often adopt these tools to reduce administrative drag and speed up follow-through. The strongest review patterns point to a few recurring wins: noticeable time savings from automated follow-ups and workflow assistance, stronger call outcomes driven by summaries, action items, and coaching-style insights, and cleaner pipeline hygiene because activity and notes are captured more reliably. Many teams also emphasize that the AI sales tools they keep long-term are the ones that blend into everyday selling motions rather than forcing constant context switching.

Pricing typically follows a subscription model (monthly or annual), most often priced per user and tiered by AI capabilities (e.g., conversation intelligence, agent automation, scoring, forecasting) and data access limits (minutes analyzed, messages generated, contact volume). Common cost drivers include CRM/meeting integrations, advanced analytics, admin controls, and enterprise-grade security or compliance needs. Some vendors also charge for onboarding, enablement services, or custom integration work when sales workflows are complex or highly governed.

Top 5 FAQs from software buyers:

  • How does an AI sales assistant pull data from our CRM and meetings?
  • What does it take to get accurate AI summaries and recommended next steps?
  • Can the platform automate follow-ups without risking brand voice and compliance?
  • Which integrations matter most for day-one value (CRM, email, dialer, calendar)?
  • How do teams measure ROI beyond “time saved”?

G2’s top-rated AI Sales Assistant Software, based on verified reviews, includes Salesforce Sales Cloud, Gong, HubSpot Sales Hub, and Apollo.io. (Source 2)

What are the top-reviewed AI Sales Assistant Software on G2?

Salesforce Sales Cloud

  • Reviews: 1782
  • Satisfaction: 99
  • Market Presence: 99
  • G2 Score: 99

Gong

  • Reviews: 443
  • Satisfaction: 98
  • Market Presence: 84
  • G2 Score: 91

HubSpot Sales Hub

  • Reviews: 1599
  • Satisfaction: 88
  • Market Presence: 89
  • G2 Score: 88

Apollo.io

  • Reviews: 988
  • Satisfaction: 99
  • Market Presence: 68
  • G2 Score: 84

ZoomInfo Sales

  • Reviews: 897
  • Satisfaction: 84
  • Market Presence: 83
  • G2 Score: 83

Satisfaction reflects user-reported ratings, including ease of use, support, and feature fit. (Source 2)

Market Presence scores combine review and external signals that indicate market momentum and footprint. (Source 2)

G2 Score is a weighted composite of Satisfaction and Market Presence. (Source 2)

Learn how G2 scores products. (Source 1)

What I Often See in AI Sales Assistant Software

Feedback Pros: What Users Consistently Appreciate

  • Fast time savings from automated follow-ups and task reminders
  • “I truly appreciate how this AI sales tool effortlessly integrates into my workflow by allowing me to record and watch sales meetings. This feature not only enables me to gain insights from my colleagues' meetings, but it also significantly aids in learning best practices and understanding how they pitch our solutions effectively. By observing these meetings, I've been able to tweak my sales pitch to be more effective. Moreover, I am impressed by Gong's auto-generated meeting follow-ups, which streamline the after-meeting process, saving me time and ensuring no details are overlooked.” - Alexander Saad, Gong Review
  • Clear, easy-to-use interface that reduces daily selling friction
  • “This AI sales assistant software is easy to work with and didn't take long to set up. I like how quickly i can filter and find the right prospects without wasting time scrolling through irrelevant results. I use it regularly, like almost every day to research companies and decision makers, and the range of features from intent data to company insights makes prospecting much faster. It is easy to use interface, and the integration with out CRM was smooth, and now i can push leads directly without extra manual steps.” - Verified User, ZoomInfo Review
  • Meeting summaries and action items that streamline handoffs
  • “I like how quickly and accurately it creates meeting summaries and breaks them down into meeting purpose, topics discussed, actions etc. It also removes unnecessary topics or social chit-chat that occurs throughout the meeting, leaving the summary with only the relevant and work-related topics.” - Maz Barkley, Fathom Review

Cons: Where Many Platforms Fall Short

  • Complex workflows create a learning curve for new users
  • “This AI Sales assistant system can also be a bit hard to work with if your team does sales, in a different way. It can be tough to make the pipelines and workflows fit your teams sales process. It can feel a bit stiff and not very flexible. Additionally, while the platform is powerful, there’s a learning curve for new users, and initial setup can take time to ensure everything from deal stages to reporting is configured correctly.” - Feleecia Kerr, HubSpot Sales Hub Review
  • Reporting speed and dashboards lag behind high-volume team needs
  • “Reporting exports can be slow for large datasets, and a few less-common integrations need deeper documentation for easier initial setup.” - Mohammad Amro, Rocket Review 
  • Limited customization for filters, scoring logic, and health views
  • “I wish there was a better way to measure account health, like a graph or chart. It would be helpful to have something on the home screen to flag opportunities or customers that may be at risk of churning. A dashboard with numbers and graphs would be great.” - Courtney Warner, Gong Review

My expert takeaway on AI Sales Assistant Tools

Review patterns point to a category that’s already delivering meaningful day-to-day value, but implementation maturity still separates the winners. The category’s average star rating is 4.69/5, with strong operational sentiment in ease of use (6.41/7) and ease of setup (6.37/7), as well as a very high likelihood to recommend (9.37/10) and solid quality of support (6.42/7). Taken together, these metrics suggest most teams get to “productive” quickly, and many would advocate for the tool once it’s embedded in their workflow, a positive signal for adoption readiness and user trust in the technology.

High-performing teams treat an AI-powered sales assistant as a workflow layer, not a standalone destination. They define which moments should be automated (follow-ups, recap generation, next-step nudges), where humans must stay in control (final messaging, deal strategy), and how data should flow across CRM, email, calendar, and call systems. Strong implementations also operationalize quality checks: they monitor summary accuracy, guardrails for outbound tone, and whether AI recommendations translate into real activity, especially as teams scale and new sellers onboard. This is also where the best AI sales assistant software stands out: it maintains consistent AI outputs and makes it easy for teams to standardize the process without over-regulating every step.

Where teams struggle most is in governance and change management. Common failure points include unclear ownership (RevOps vs. Sales vs. Enablement), incomplete integrations that break trust, inconsistent field usage in the CRM, and “AI overwhelm” (too many prompts, too many dashboards, and not enough enforcement of the few behaviors that matter). Teams that win focus on measurable adoption signals, including usage depth by role, follow-up completion rates, call-summary acceptance/edit rates, CRM activity completeness, and support-driven resolution speed when sellers encounter friction.

AI Sales Assistant software FAQs

What are the best AI assistants for sales?

Here are some of the best-rated AI assistant software tools for sales:

  • Salesforce Sales Cloud – Powerful CRM platform with embedded AI sales agents, lead management, and automation to drive revenue growth
  • ZoomInfo Sales – AI-driven sales intelligence platform for prospecting, lead prioritization, and workflow automation
  • Gong – Leading AI revenue operating system providing conversation intelligence, deal insights, and forecasting for sales teams
  • Fathom – Free AI assistant for sales meetings, providing instant transcription, summaries, and CRM sync
  • Fellow – AI meeting assistant focused on accurate notes, actionable items, and sales-team privacy

What are the best AI tools for sales GTM?

Here are some of the best AI tools for supporting sales go-to-market (GTM) strategies:

  • Salesforce Sales Cloud – Integrated platform with AI agents for pipeline management, automation, forecasting, and revenue intelligence
  • Apollo.io – AI-powered B2B sales platform for lead generation, enriched data, automated outreach, and end-to-end GTM execution
  • ZoomInfo Sales – Combines sales intelligence, buyer intent signals, and an AI-driven GTM Workspace to optimize prospect targeting and engagement
  • Zoho CRM – Cloud CRM with AI assistant “Zia” for predictions, pipeline analytics, GTM automation, and deep integrations
  • SalesHood – AI-enabled sales enablement and coaching platform, ideal for ramping teams and accelerating GTM content delivery and readiness

How to choose the best AI sales assistant software?

Start by mapping your highest-friction selling moments (follow-ups, meeting notes, lead prioritization, CRM updates) and prioritize tools that automate those workflows inside the systems your team already uses. Validate accuracy on real calls/emails, confirm that CRM and email/calendar integrations work reliably, and ensure that admins can set guardrails for permissions, tone, and compliance. Finally, run a short pilot with reps across roles to confirm adoption and measurable lift (time saved, activity completion, pipeline hygiene).

What features define the best AI sales tools?

The best platforms combine strong workflow automation with reliable data capture: meeting summaries and action items, next-step recommendations, automated follow-ups, and clean CRM sync. Look for customization (fields, triggers, templates), quality controls (editing/approvals, audit trails), and analytics that tie AI usage to outcomes (activity completion, conversion rates, pipeline health). Enterprise-ready security, role-based access, and integration depth are also key differentiators.

What’s the typical ROI timeline for AI sales tools?

Most teams achieve early ROI within 30-90 days of reclaiming selling time, through faster follow-ups and cleaner CRM data. More meaningful revenue impact (higher conversion rates, shorter sales cycles, improved forecast accuracy) often appears over 3-6 months, once workflows are standardized and adoption is consistent across the team. Faster ROI typically happens when integrations are set up correctly, and reps use the tool daily in core selling motions.

Sources

  1. G2 Scoring Methodologies
  2. G2 Winter 2026 Reports

Researched By: Julie Jung

Last updated on January 7, 2026