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Best AI Sales Assistant Software

Julie Jung
JJ
Researched and written by Julie Jung

AI sales assistants, also referred to as AI virtual sales assistants, are tools that assist sales representatives by automating tasks and processes via embedded artificial intelligence. These tasks can include lead qualification and follow-up, pipeline management, forecasting, meeting scheduling, and data entry. The best AI sales assistants are most commonly leveraged by sales and marketing teams to automate routine tasks and free up time to handle more complex and involved responsibilities. These products will often work alongside other programs or integrate with an existing CRM software, but many are also standalone products.

AI sales assistants can have broad overlap with conversational marketing software, sales analytics software, and sales intelligence software. However, AI sales assistants as a whole are differentiated from other tools because of their task automation capabilities, artificial intelligence, and focus on sales teams.

To qualify for inclusion in the AI Sales Assistants category, a product must:

Support sales teams by automating basic tasks or providing predictive insights
Utilize embedded artificial intelligence as a main feature
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Featured AI Sales Assistant Software At A Glance

Free Plan Available:
Fathom
Sponsored
Fathom
Leader:
Salesforce Sales Cloud
Salesforce Sales Cloud
Highest Performer:
Substrata
Substrata
Easiest to Use:
Fathom
Fathom
Top Trending:
Retell AI
Retell AI
Show LessShow More
Highest Performer:
Substrata
Substrata
Easiest to Use:
Fathom
Fathom
Top Trending:
Retell AI
Retell AI

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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594 Listings in AI Sales Assistant Available
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Salesforce Sales Cloud
(25,436)4.4 out of 5
Optimized for quick response
12th Easiest To Use in AI Sales Assistant software
View top Consulting Services for Salesforce Sales Cloud
Save to My Lists
DealsSpecial offer!
25% Off: Starting at $18.75/user/month
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 pr

    Users
    • Account Executive
    • Account Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 46% Mid-Market
    • 34% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Salesforce Sales Cloud is a platform that centralizes customer data, leads, and opportunities for sales teams to make informed decisions.
    • Reviewers like the platform's ability to manage leads and opportunities, automate workflows, and provide clear visibility into sales processes through dashboards and reports.
    • Reviewers mentioned that the platform can feel complex and overwhelming for new users, requiring time to learn and sometimes needing technical support for customization.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Salesforce Sales Cloud Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    3,614
    Features
    3,138
    Lead Management
    2,005
    Customization
    1,634
    Customizability
    1,617
    Cons
    Learning Curve
    1,784
    Limitations
    1,374
    Missing Features
    1,135
    Limited Features
    1,104
    Expensive
    1,094
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Salesforce Sales Cloud features and usability ratings that predict user satisfaction
    8.4
    Has the product been a good partner in doing business?
    Average: 9.4
    8.8
    Peformance Tracking
    Average: 8.4
    8.8
    Integrations / APIs
    Average: 8.6
    8.4
    Coaching
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Salesforce
    Company Website
    Year Founded
    1999
    HQ Location
    San Francisco, CA
    Twitter
    @salesforce
    580,902 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    86,064 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 pr

Users
  • Account Executive
  • Account Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 46% Mid-Market
  • 34% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Salesforce Sales Cloud is a platform that centralizes customer data, leads, and opportunities for sales teams to make informed decisions.
  • Reviewers like the platform's ability to manage leads and opportunities, automate workflows, and provide clear visibility into sales processes through dashboards and reports.
  • Reviewers mentioned that the platform can feel complex and overwhelming for new users, requiring time to learn and sometimes needing technical support for customization.
Salesforce Sales Cloud Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
3,614
Features
3,138
Lead Management
2,005
Customization
1,634
Customizability
1,617
Cons
Learning Curve
1,784
Limitations
1,374
Missing Features
1,135
Limited Features
1,104
Expensive
1,094
View All Pros and Cons
Salesforce Sales Cloud features and usability ratings that predict user satisfaction
8.4
Has the product been a good partner in doing business?
Average: 9.4
8.8
Peformance Tracking
Average: 8.4
8.8
Integrations / APIs
Average: 8.6
8.4
Coaching
Average: 8.3
Seller Details
Seller
Salesforce
Company Website
Year Founded
1999
HQ Location
San Francisco, CA
Twitter
@salesforce
580,902 Twitter followers
LinkedIn® Page
www.linkedin.com
86,064 employees on LinkedIn®
Gong
(6,471)4.7 out of 5
Optimized for quick response
3rd Easiest To Use in AI Sales Assistant software
View top Consulting Services for Gong
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 a

    Users
    • Account Executive
    • Customer Success Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 69% Mid-Market
    • 17% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Gong is a call recording and analysis tool that uses AI to provide insights and summaries of sales calls, helping users improve their sales approach and customer interactions.
    • Users frequently mention the convenience of Gong's AI-driven insights, its seamless integration with other tools, and its ability to save time by automating administrative tasks such as note-taking and follow-up emails.
    • Users reported occasional glitches with the app, inaccuracies in AI summaries, and a complex user interface that can be overwhelming for new users, as well as concerns about privacy due to continuous call recording.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Gong Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Helpful
    370
    Ease of Use
    311
    Call Recording
    261
    Accuracy
    223
    AI Summary
    220
    Cons
    Call Issues
    138
    Recording Issues
    97
    AI Inaccuracy
    84
    Accuracy Issues
    79
    AI Limitations
    78
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Gong features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 9.4
    8.6
    Peformance Tracking
    Average: 8.4
    8.3
    Integrations / APIs
    Average: 8.6
    8.5
    Coaching
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Gong
    Company Website
    Year Founded
    2015
    HQ Location
    San Francisco, California
    Twitter
    @Gong_io
    7,606 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,400 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 a

Users
  • Account Executive
  • Customer Success Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 69% Mid-Market
  • 17% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Gong is a call recording and analysis tool that uses AI to provide insights and summaries of sales calls, helping users improve their sales approach and customer interactions.
  • Users frequently mention the convenience of Gong's AI-driven insights, its seamless integration with other tools, and its ability to save time by automating administrative tasks such as note-taking and follow-up emails.
  • Users reported occasional glitches with the app, inaccuracies in AI summaries, and a complex user interface that can be overwhelming for new users, as well as concerns about privacy due to continuous call recording.
Gong Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Helpful
370
Ease of Use
311
Call Recording
261
Accuracy
223
AI Summary
220
Cons
Call Issues
138
Recording Issues
97
AI Inaccuracy
84
Accuracy Issues
79
AI Limitations
78
View All Pros and Cons
Gong features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 9.4
8.6
Peformance Tracking
Average: 8.4
8.3
Integrations / APIs
Average: 8.6
8.5
Coaching
Average: 8.3
Seller Details
Seller
Gong
Company Website
Year Founded
2015
HQ Location
San Francisco, California
Twitter
@Gong_io
7,606 Twitter followers
LinkedIn® Page
www.linkedin.com
2,400 employees on LinkedIn®
G2 Advertising
Sponsored
G2 Advertising
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HubSpot Sales Hub
(13,503)4.4 out of 5
Optimized for quick response
View top Consulting Services for HubSpot Sales Hub
Save to My Lists
DealsSpecial offer!
20% Off
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 Propositio

    Users
    • Account Executive
    • Sales Development Representative
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 60% Small-Business
    • 35% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • HubSpot Sales Hub is a sales tool that offers features such as automation, email tracking, and CRM integration to manage leads, deals, and sales pipelines.
    • Users frequently mention the ease of use, the centralization of all sales activities in one place, and the automation of routine tasks as key benefits of the platform.
    • Reviewers experienced issues with the complexity of advanced features, limitations in customization, and a steep increase in cost as the business scales and requires more features.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • HubSpot Sales Hub Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    1,427
    Features
    827
    Helpful
    741
    Lead Management
    659
    Intuitive
    621
    Cons
    Missing Features
    502
    Limited Features
    466
    Learning Curve
    449
    Expensive
    321
    Limited Customization
    316
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • HubSpot Sales Hub features and usability ratings that predict user satisfaction
    8.7
    Has the product been a good partner in doing business?
    Average: 9.4
    8.8
    Peformance Tracking
    Average: 8.4
    8.7
    Integrations / APIs
    Average: 8.6
    8.3
    Coaching
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    HubSpot
    Company Website
    Year Founded
    2006
    HQ Location
    Cambridge, MA
    Twitter
    @HubSpot
    786,232 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    11,675 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 Propositio

Users
  • Account Executive
  • Sales Development Representative
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 60% Small-Business
  • 35% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • HubSpot Sales Hub is a sales tool that offers features such as automation, email tracking, and CRM integration to manage leads, deals, and sales pipelines.
  • Users frequently mention the ease of use, the centralization of all sales activities in one place, and the automation of routine tasks as key benefits of the platform.
  • Reviewers experienced issues with the complexity of advanced features, limitations in customization, and a steep increase in cost as the business scales and requires more features.
HubSpot Sales Hub Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
1,427
Features
827
Helpful
741
Lead Management
659
Intuitive
621
Cons
Missing Features
502
Limited Features
466
Learning Curve
449
Expensive
321
Limited Customization
316
View All Pros and Cons
HubSpot Sales Hub features and usability ratings that predict user satisfaction
8.7
Has the product been a good partner in doing business?
Average: 9.4
8.8
Peformance Tracking
Average: 8.4
8.7
Integrations / APIs
Average: 8.6
8.3
Coaching
Average: 8.3
Seller Details
Seller
HubSpot
Company Website
Year Founded
2006
HQ Location
Cambridge, MA
Twitter
@HubSpot
786,232 Twitter followers
LinkedIn® Page
www.linkedin.com
11,675 employees on LinkedIn®
Apollo.io
(9,428)4.7 out of 5
View top Consulting Services for Apollo.io
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Apollo is a $1.6B AI-powered sales platform that helps revenue teams find and engage leads, automate outreach, manage deals, and enrich data — all in one place. Known for its industry-leading B2B data

    Users
    • Account Executive
    • Business Development Manager
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 67% Small-Business
    • 28% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Apollo.io is a lead sorting tool that generates personalized data based on filters like country, company size, and keywords, and offers features for email outreach and CRM integration.
    • Users frequently mention the efficiency and time-saving aspect of Apollo.io, highlighting its vast data, cost-effectiveness, and the ability to target the right people within organizations.
    • Users reported issues with Apollo.io's credit pricing, data accuracy in certain regions, and a somewhat complex user interface, suggesting improvements in these areas.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Apollo.io Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    1,928
    Helpful
    1,580
    Lead Generation
    1,563
    Features
    1,548
    Time-saving
    1,245
    Cons
    Missing Features
    686
    Inaccurate Data
    538
    Learning Curve
    502
    Data Inaccuracy
    488
    Limited Features
    486
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Apollo.io features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 9.4
    8.4
    Peformance Tracking
    Average: 8.4
    8.3
    Integrations / APIs
    Average: 8.6
    7.9
    Coaching
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Apollo.io
    Year Founded
    2015
    HQ Location
    San Francisco, CA
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Apollo is a $1.6B AI-powered sales platform that helps revenue teams find and engage leads, automate outreach, manage deals, and enrich data — all in one place. Known for its industry-leading B2B data

Users
  • Account Executive
  • Business Development Manager
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 67% Small-Business
  • 28% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Apollo.io is a lead sorting tool that generates personalized data based on filters like country, company size, and keywords, and offers features for email outreach and CRM integration.
  • Users frequently mention the efficiency and time-saving aspect of Apollo.io, highlighting its vast data, cost-effectiveness, and the ability to target the right people within organizations.
  • Users reported issues with Apollo.io's credit pricing, data accuracy in certain regions, and a somewhat complex user interface, suggesting improvements in these areas.
Apollo.io Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
1,928
Helpful
1,580
Lead Generation
1,563
Features
1,548
Time-saving
1,245
Cons
Missing Features
686
Inaccurate Data
538
Learning Curve
502
Data Inaccuracy
488
Limited Features
486
View All Pros and Cons
Apollo.io features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.4
8.4
Peformance Tracking
Average: 8.4
8.3
Integrations / APIs
Average: 8.6
7.9
Coaching
Average: 8.3
Seller Details
Seller
Apollo.io
Year Founded
2015
HQ Location
San Francisco, CA
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®
ZoomInfo Sales
(9,006)4.5 out of 5
Optimized for quick response
10th Easiest To Use in AI Sales Assistant software
View top Consulting Services for ZoomInfo Sales
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    ZoomInfo Sales is a comprehensive sales execution solution designed to empower sales teams by transforming data into actionable insights within a single, unified platform. This innovative tool integra

    Users
    • Account Executive
    • Sales Development Representative
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 48% Mid-Market
    • 26% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • ZoomInfo Sales is a platform used for gathering and providing B2B data, integrating with various CRM systems, and assisting in sales prospecting and lead generation.
    • Reviewers appreciate ZoomInfo Sales for its extensive database, accurate contact information, user-friendly interface, and its integration with Salesforce and LinkedIn, which enhances their prospecting efforts and saves time.
    • Reviewers noted that the contact information can sometimes be outdated or incorrect, the pricing model is high, and the platform can be overwhelming for new users due to the number of features.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • ZoomInfo Sales Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Contact Information
    421
    Data Accuracy
    397
    Ease of Use
    397
    Features
    328
    Lead Generation
    319
    Cons
    Inaccurate Data
    219
    Outdated Data
    219
    Outdated Contacts
    198
    Data Inaccuracy
    175
    Outdated Information
    171
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • ZoomInfo Sales features and usability ratings that predict user satisfaction
    8.6
    Has the product been a good partner in doing business?
    Average: 9.4
    8.3
    Peformance Tracking
    Average: 8.4
    8.5
    Integrations / APIs
    Average: 8.6
    8.3
    Coaching
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    ZoomInfo
    Company Website
    Year Founded
    2000
    HQ Location
    Vancouver, WA
    Twitter
    @ZoomInfo
    23,508 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    4,353 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

ZoomInfo Sales is a comprehensive sales execution solution designed to empower sales teams by transforming data into actionable insights within a single, unified platform. This innovative tool integra

Users
  • Account Executive
  • Sales Development Representative
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 48% Mid-Market
  • 26% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • ZoomInfo Sales is a platform used for gathering and providing B2B data, integrating with various CRM systems, and assisting in sales prospecting and lead generation.
  • Reviewers appreciate ZoomInfo Sales for its extensive database, accurate contact information, user-friendly interface, and its integration with Salesforce and LinkedIn, which enhances their prospecting efforts and saves time.
  • Reviewers noted that the contact information can sometimes be outdated or incorrect, the pricing model is high, and the platform can be overwhelming for new users due to the number of features.
ZoomInfo Sales Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Contact Information
421
Data Accuracy
397
Ease of Use
397
Features
328
Lead Generation
319
Cons
Inaccurate Data
219
Outdated Data
219
Outdated Contacts
198
Data Inaccuracy
175
Outdated Information
171
View All Pros and Cons
ZoomInfo Sales features and usability ratings that predict user satisfaction
8.6
Has the product been a good partner in doing business?
Average: 9.4
8.3
Peformance Tracking
Average: 8.4
8.5
Integrations / APIs
Average: 8.6
8.3
Coaching
Average: 8.3
Seller Details
Seller
ZoomInfo
Company Website
Year Founded
2000
HQ Location
Vancouver, WA
Twitter
@ZoomInfo
23,508 Twitter followers
LinkedIn® Page
www.linkedin.com
4,353 employees on LinkedIn®
Fathom
(6,517)5.0 out of 5
Optimized for quick response
1st Easiest To Use in AI Sales Assistant software
View top Consulting Services for Fathom
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Fathom is a free app that instantly records, transcribes, and summarizes your Zoom, Google Meet, or Microsoft Teams meetings so you can focus on the conversation instead of taking notes. Receive accur

    Users
    • CEO
    • Founder
    Industries
    • Marketing and Advertising
    • Computer Software
    Market Segment
    • 78% Small-Business
    • 19% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Fathom is a note-taking tool that automatically records and transcribes meetings, generating summaries and action points.
    • Reviewers like Fathom's precise and rapid note-taking ability, its high-quality transcriptions and summaries, and its ease of use and integration with other tools.
    • Users reported issues with Fathom's lack of a mobile app, difficulties in adding it to unarranged calls, and challenges with the user interface and transcript layout.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Fathom Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    AI Summary
    1,649
    Accuracy
    1,543
    Ease of Use
    1,535
    Helpful
    1,478
    Note-taking
    1,227
    Cons
    Meeting Management
    443
    Recording Issues
    387
    Missing Features
    274
    AI Inaccuracy
    228
    Call Issues
    228
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Fathom features and usability ratings that predict user satisfaction
    9.7
    Has the product been a good partner in doing business?
    Average: 9.4
    8.3
    Peformance Tracking
    Average: 8.4
    8.9
    Integrations / APIs
    Average: 8.6
    8.5
    Coaching
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Fathom
    Company Website
    Year Founded
    2020
    HQ Location
    San Francisco, CA
    Twitter
    @FathomDotVideo
    2,526 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    174 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Fathom is a free app that instantly records, transcribes, and summarizes your Zoom, Google Meet, or Microsoft Teams meetings so you can focus on the conversation instead of taking notes. Receive accur

Users
  • CEO
  • Founder
Industries
  • Marketing and Advertising
  • Computer Software
Market Segment
  • 78% Small-Business
  • 19% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Fathom is a note-taking tool that automatically records and transcribes meetings, generating summaries and action points.
  • Reviewers like Fathom's precise and rapid note-taking ability, its high-quality transcriptions and summaries, and its ease of use and integration with other tools.
  • Users reported issues with Fathom's lack of a mobile app, difficulties in adding it to unarranged calls, and challenges with the user interface and transcript layout.
Fathom Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
AI Summary
1,649
Accuracy
1,543
Ease of Use
1,535
Helpful
1,478
Note-taking
1,227
Cons
Meeting Management
443
Recording Issues
387
Missing Features
274
AI Inaccuracy
228
Call Issues
228
View All Pros and Cons
Fathom features and usability ratings that predict user satisfaction
9.7
Has the product been a good partner in doing business?
Average: 9.4
8.3
Peformance Tracking
Average: 8.4
8.9
Integrations / APIs
Average: 8.6
8.5
Coaching
Average: 8.3
Seller Details
Seller
Fathom
Company Website
Year Founded
2020
HQ Location
San Francisco, CA
Twitter
@FathomDotVideo
2,526 Twitter followers
LinkedIn® Page
www.linkedin.com
174 employees on LinkedIn®
Instantly
(4,015)4.8 out of 5
2nd Easiest To Use in AI Sales Assistant software
View top Consulting Services for Instantly
Save to My Lists
Free trial available
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 se

    Users
    • Founder
    • CEO
    Industries
    • Marketing and Advertising
    • Computer Software
    Market Segment
    • 93% Small-Business
    • 4% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Instantly is a platform used for email outreach, lead generation, and campaign management, offering features such as email warm-up, unlimited domains, and an intuitive dashboard.
    • Reviewers like the ease of use, the ability to send bulk personalized emails, the helpful customer support, and the platform's integration with other tools such as Google Workspace.
    • Reviewers noted some issues with the platform, including a confusing pricing structure, occasional slow interface, and a credit system for viewing email replies that some found unnecessary.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Instantly Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    1,148
    Customer Support
    848
    Helpful
    809
    Features
    614
    Simple
    515
    Cons
    Expensive
    297
    Missing Features
    273
    Email Management
    164
    Lead Quality
    149
    Limited Features
    147
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Instantly features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 9.4
    9.2
    Peformance Tracking
    Average: 8.4
    9.0
    Integrations / APIs
    Average: 8.6
    8.8
    Coaching
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Instantly
    Company Website
    Year Founded
    2001
    HQ Location
    Sheridan, US
    LinkedIn® Page
    www.linkedin.com
    211 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 se

Users
  • Founder
  • CEO
Industries
  • Marketing and Advertising
  • Computer Software
Market Segment
  • 93% Small-Business
  • 4% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Instantly is a platform used for email outreach, lead generation, and campaign management, offering features such as email warm-up, unlimited domains, and an intuitive dashboard.
  • Reviewers like the ease of use, the ability to send bulk personalized emails, the helpful customer support, and the platform's integration with other tools such as Google Workspace.
  • Reviewers noted some issues with the platform, including a confusing pricing structure, occasional slow interface, and a credit system for viewing email replies that some found unnecessary.
Instantly Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
1,148
Customer Support
848
Helpful
809
Features
614
Simple
515
Cons
Expensive
297
Missing Features
273
Email Management
164
Lead Quality
149
Limited Features
147
View All Pros and Cons
Instantly features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.4
9.2
Peformance Tracking
Average: 8.4
9.0
Integrations / APIs
Average: 8.6
8.8
Coaching
Average: 8.3
Seller Details
Seller
Instantly
Company Website
Year Founded
2001
HQ Location
Sheridan, US
LinkedIn® Page
www.linkedin.com
211 employees on LinkedIn®
B2B Rocket
(298)4.8 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 ena

    Users
    • Virtual Assistant
    Industries
    • Marketing and Advertising
    • Computer Software
    Market Segment
    • 88% Small-Business
    • 9% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • B2B Rocket is a platform that automates lead generation and outreach, handling prospecting and follow-ups to manage client campaigns efficiently.
    • Users like the responsive support, guided setup calls, and the knowledge base with clear walkthroughs, videos, and FAQs, as well as the platform's balance between powerful features and ease of use, and its ability to handle large volumes of leads effortlessly.
    • Users reported that the pricing is high for solo VAs or small teams, there is a learning curve at the beginning, some features are not very intuitive, and the response time for feature requests can be long.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • B2B Rocket Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Lead Generation
    79
    Automation
    77
    Ease of Use
    67
    Time-saving
    49
    Personalization
    35
    Cons
    Learning Curve
    32
    Limited Customization
    30
    Expensive
    18
    Complexity
    10
    Slow Loading
    10
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • B2B Rocket features and usability ratings that predict user satisfaction
    9.0
    Has the product been a good partner in doing business?
    Average: 9.4
    9.3
    Peformance Tracking
    Average: 8.4
    9.3
    Integrations / APIs
    Average: 8.6
    9.0
    Coaching
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    B2B Rocket
    HQ Location
    Sheridan, Wyoming
    LinkedIn® Page
    www.linkedin.com
    158 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 ena

Users
  • Virtual Assistant
Industries
  • Marketing and Advertising
  • Computer Software
Market Segment
  • 88% Small-Business
  • 9% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • B2B Rocket is a platform that automates lead generation and outreach, handling prospecting and follow-ups to manage client campaigns efficiently.
  • Users like the responsive support, guided setup calls, and the knowledge base with clear walkthroughs, videos, and FAQs, as well as the platform's balance between powerful features and ease of use, and its ability to handle large volumes of leads effortlessly.
  • Users reported that the pricing is high for solo VAs or small teams, there is a learning curve at the beginning, some features are not very intuitive, and the response time for feature requests can be long.
B2B Rocket Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Lead Generation
79
Automation
77
Ease of Use
67
Time-saving
49
Personalization
35
Cons
Learning Curve
32
Limited Customization
30
Expensive
18
Complexity
10
Slow Loading
10
View All Pros and Cons
B2B Rocket features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 9.4
9.3
Peformance Tracking
Average: 8.4
9.3
Integrations / APIs
Average: 8.6
9.0
Coaching
Average: 8.3
Seller Details
Seller
B2B Rocket
HQ Location
Sheridan, Wyoming
LinkedIn® Page
www.linkedin.com
158 employees on LinkedIn®
Qualified
(1,428)4.9 out of 5
Optimized for quick response
7th Easiest To Use in AI Sales Assistant software
View top Consulting Services for Qualified
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    • Marketing Operations Manager
    • Sales Development Representative
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 68% Mid-Market
    • 20% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Qualified is a product that offers AI SDR capabilities, 24/7 coverage, and efficient conversion of inbound demand.
    • Reviewers appreciate the user-friendly platform, easy implementation, and exceptional customer service, along with the ability to engage and qualify leads around the clock.
    • Reviewers mentioned challenges with integrating the platform with existing tech stacks, difficulties in navigating certain features, and a lack of intuitiveness in some areas.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Qualified Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    293
    Helpful
    268
    Ease of Use
    228
    Features
    223
    Customer Service
    214
    Cons
    Learning Curve
    89
    Missing Features
    81
    Steep Learning Curve
    50
    Complexity
    41
    Limited Customization
    38
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Qualified features and usability ratings that predict user satisfaction
    9.9
    Has the product been a good partner in doing business?
    Average: 9.4
    9.5
    Peformance Tracking
    Average: 8.4
    9.3
    Integrations / APIs
    Average: 8.6
    9.0
    Coaching
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Qualified.com
    Company Website
    Year Founded
    2018
    HQ Location
    San Francisco, CA
    Twitter
    @tryqualified
    703 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    310 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Marketing Operations Manager
  • Sales Development Representative
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 68% Mid-Market
  • 20% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Qualified is a product that offers AI SDR capabilities, 24/7 coverage, and efficient conversion of inbound demand.
  • Reviewers appreciate the user-friendly platform, easy implementation, and exceptional customer service, along with the ability to engage and qualify leads around the clock.
  • Reviewers mentioned challenges with integrating the platform with existing tech stacks, difficulties in navigating certain features, and a lack of intuitiveness in some areas.
Qualified Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
293
Helpful
268
Ease of Use
228
Features
223
Customer Service
214
Cons
Learning Curve
89
Missing Features
81
Steep Learning Curve
50
Complexity
41
Limited Customization
38
View All Pros and Cons
Qualified features and usability ratings that predict user satisfaction
9.9
Has the product been a good partner in doing business?
Average: 9.4
9.5
Peformance Tracking
Average: 8.4
9.3
Integrations / APIs
Average: 8.6
9.0
Coaching
Average: 8.3
Seller Details
Seller
Qualified.com
Company Website
Year Founded
2018
HQ Location
San Francisco, CA
Twitter
@tryqualified
703 Twitter followers
LinkedIn® Page
www.linkedin.com
310 employees on LinkedIn®
Substrata
(1,055)4.9 out of 5
6th Easiest To Use in AI Sales Assistant software
Save to My Lists
Entry Level Price:Starting at $50.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Substrata analyzes behavioral data to uncover attitudes, emotions, intentions and power dynamics, helping dealmakers sell smarter and close more deals.

    Users
    • Sales Development Representative
    • Project Manager
    Industries
    • Information Technology and Services
    • Marketing and Advertising
    Market Segment
    • 46% Small-Business
    • 38% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Substrata is a tool that focuses on analyzing individuals' behavior during discussions, highlighting patterns such as hesitancy, variations in involvement, and changes in dominance to improve timing and messaging.
    • Users like that Substrata provides them with all the tools they need to manage customer service teams, track customer satisfaction metrics, and improve productivity by highlighting intent signals.
    • Users mentioned that it takes time to comprehend all behavioral signs, the setup of advanced dashboards can be time-consuming, and there can be notification delays during busy times.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Substrata Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Accuracy
    509
    Helpful
    411
    Conversation Analysis
    357
    Insights
    302
    Analytics
    258
    Cons
    Learning Curve
    261
    Limited Customization
    108
    Complexity
    104
    Integration Issues
    71
    Time-Consuming
    69
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Substrata features and usability ratings that predict user satisfaction
    9.7
    Has the product been a good partner in doing business?
    Average: 9.4
    9.5
    Peformance Tracking
    Average: 8.4
    9.2
    Integrations / APIs
    Average: 8.6
    9.4
    Coaching
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Substrata
    Company Website
    Year Founded
    2020
    HQ Location
    Tel Aviv, Israel
    Twitter
    @SubstrataHQ
    522 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    23 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Substrata analyzes behavioral data to uncover attitudes, emotions, intentions and power dynamics, helping dealmakers sell smarter and close more deals.

Users
  • Sales Development Representative
  • Project Manager
Industries
  • Information Technology and Services
  • Marketing and Advertising
Market Segment
  • 46% Small-Business
  • 38% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Substrata is a tool that focuses on analyzing individuals' behavior during discussions, highlighting patterns such as hesitancy, variations in involvement, and changes in dominance to improve timing and messaging.
  • Users like that Substrata provides them with all the tools they need to manage customer service teams, track customer satisfaction metrics, and improve productivity by highlighting intent signals.
  • Users mentioned that it takes time to comprehend all behavioral signs, the setup of advanced dashboards can be time-consuming, and there can be notification delays during busy times.
Substrata Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Accuracy
509
Helpful
411
Conversation Analysis
357
Insights
302
Analytics
258
Cons
Learning Curve
261
Limited Customization
108
Complexity
104
Integration Issues
71
Time-Consuming
69
View All Pros and Cons
Substrata features and usability ratings that predict user satisfaction
9.7
Has the product been a good partner in doing business?
Average: 9.4
9.5
Peformance Tracking
Average: 8.4
9.2
Integrations / APIs
Average: 8.6
9.4
Coaching
Average: 8.3
Seller Details
Seller
Substrata
Company Website
Year Founded
2020
HQ Location
Tel Aviv, Israel
Twitter
@SubstrataHQ
522 Twitter followers
LinkedIn® Page
www.linkedin.com
23 employees on LinkedIn®
Synthflow
(981)4.5 out of 5
Save to My Lists
Entry Level Price:Pay As You Go
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Synthflow provides enterprise-ready voice AI agents that automate inbound and outbound phone calls. Businesses use Synthflow to handle appointment scheduling, lead qualification, customer support, and

    Users
    • CEO
    • Founder
    Industries
    • Marketing and Advertising
    • Information Technology and Services
    Market Segment
    • 92% Small-Business
    • 7% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Synthflow is a platform for building AI voice agents, designed to deploy conversational AI solutions quickly and with great flexibility in customizing agent behavior.
    • Users like the intuitive and straightforward setup process, the natural voice quality, the robust integration options, and the user-friendly design of the platform, which allows for easy creation and management of AI voice agents.
    • Users experienced issues with the pricing plan, the complexity of the initial setup, the limited access to real call testing in the free plan, and the lack of detailed documentation for advanced use cases.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Synthflow Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    350
    Setup Ease
    143
    Easy Integrations
    138
    Integrations
    135
    Easy Setup
    110
    Cons
    Expensive
    138
    Cost Limitations
    95
    Learning Curve
    57
    Limited Customization
    35
    Missing Features
    34
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Synthflow features and usability ratings that predict user satisfaction
    8.1
    Has the product been a good partner in doing business?
    Average: 9.4
    7.8
    Peformance Tracking
    Average: 8.4
    8.1
    Integrations / APIs
    Average: 8.6
    7.6
    Coaching
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    AgentFlow AI GmbH
    Company Website
    Year Founded
    2023
    HQ Location
    Berlin, DE
    LinkedIn® Page
    www.linkedin.com
    72 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Synthflow provides enterprise-ready voice AI agents that automate inbound and outbound phone calls. Businesses use Synthflow to handle appointment scheduling, lead qualification, customer support, and

Users
  • CEO
  • Founder
Industries
  • Marketing and Advertising
  • Information Technology and Services
Market Segment
  • 92% Small-Business
  • 7% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Synthflow is a platform for building AI voice agents, designed to deploy conversational AI solutions quickly and with great flexibility in customizing agent behavior.
  • Users like the intuitive and straightforward setup process, the natural voice quality, the robust integration options, and the user-friendly design of the platform, which allows for easy creation and management of AI voice agents.
  • Users experienced issues with the pricing plan, the complexity of the initial setup, the limited access to real call testing in the free plan, and the lack of detailed documentation for advanced use cases.
Synthflow Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
350
Setup Ease
143
Easy Integrations
138
Integrations
135
Easy Setup
110
Cons
Expensive
138
Cost Limitations
95
Learning Curve
57
Limited Customization
35
Missing Features
34
View All Pros and Cons
Synthflow features and usability ratings that predict user satisfaction
8.1
Has the product been a good partner in doing business?
Average: 9.4
7.8
Peformance Tracking
Average: 8.4
8.1
Integrations / APIs
Average: 8.6
7.6
Coaching
Average: 8.3
Seller Details
Seller
AgentFlow AI GmbH
Company Website
Year Founded
2023
HQ Location
Berlin, DE
LinkedIn® Page
www.linkedin.com
72 employees on LinkedIn®
Humantic AI
(488)4.7 out of 5
9th Easiest To Use in AI Sales Assistant software
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Humantic AI provides previously impossible intelligence about the buyers to salespeople. While most AI solutions focus on the seller, Humantic AI is unique in focusing on the buyer instead. Its a

    Users
    • Founder
    • CEO
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 56% Small-Business
    • 30% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Humantic AI is a tool that uses artificial intelligence to predict buyer behavior and provide personalized engagement strategies.
    • Users frequently mention the tool's ability to provide valuable insights into buyer personalities, enhance communication strategies, and automate lead generation and outreach workflows.
    • Reviewers mentioned some issues with the user interface, the short duration of the free trial, and the overly formal tone of the email suggestions.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Humantic AI Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Useful
    48
    Helpful
    44
    Ease of Use
    41
    Personalization
    37
    LinkedIn Integration
    34
    Cons
    Inaccuracy
    15
    LinkedIn Integration
    14
    Poor UI Design
    11
    Expensive
    8
    Missing Features
    8
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Humantic AI features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 9.4
    7.2
    Peformance Tracking
    Average: 8.4
    8.0
    Integrations / APIs
    Average: 8.6
    8.2
    Coaching
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Humantic AI
    Year Founded
    2021
    HQ Location
    Palo Alto, US
    Twitter
    @HumanticAI
    434 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    40 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Humantic AI provides previously impossible intelligence about the buyers to salespeople. While most AI solutions focus on the seller, Humantic AI is unique in focusing on the buyer instead. Its a

Users
  • Founder
  • CEO
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 56% Small-Business
  • 30% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Humantic AI is a tool that uses artificial intelligence to predict buyer behavior and provide personalized engagement strategies.
  • Users frequently mention the tool's ability to provide valuable insights into buyer personalities, enhance communication strategies, and automate lead generation and outreach workflows.
  • Reviewers mentioned some issues with the user interface, the short duration of the free trial, and the overly formal tone of the email suggestions.
Humantic AI Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Useful
48
Helpful
44
Ease of Use
41
Personalization
37
LinkedIn Integration
34
Cons
Inaccuracy
15
LinkedIn Integration
14
Poor UI Design
11
Expensive
8
Missing Features
8
View All Pros and Cons
Humantic AI features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.4
7.2
Peformance Tracking
Average: 8.4
8.0
Integrations / APIs
Average: 8.6
8.2
Coaching
Average: 8.3
Seller Details
Seller
Humantic AI
Year Founded
2021
HQ Location
Palo Alto, US
Twitter
@HumanticAI
434 Twitter followers
LinkedIn® Page
www.linkedin.com
40 employees on LinkedIn®
Close
(2,004)4.7 out of 5
Optimized for quick response
5th Easiest To Use in AI Sales Assistant software
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  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Close is a CRM that helps small, scaling businesses close deals fast. We combine the power of a CRM with built-in communication, automation, coaching and reporting tools to help teams quickly manage,

    Users
    • CEO
    • Founder
    Industries
    • Marketing and Advertising
    • Computer Software
    Market Segment
    • 76% Small-Business
    • 20% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Close is a customer relationship management (CRM) tool designed to streamline sales processes and improve lead management.
    • Reviewers like the user-friendly interface, easy setup, and seamless integration with other tools, which allows for efficient lead tracking, communication, and workflow automation.
    • Users reported occasional lags and unresponsiveness, difficulty in setting up smart views, limited customization, and a lack of certain features such as text messaging and local ID calling ability.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Close Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    948
    Helpful
    561
    Features
    508
    Simple
    457
    Intuitive
    447
    Cons
    Missing Features
    325
    Call Issues
    239
    Limited Features
    174
    Learning Curve
    115
    Limited Customization
    111
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Close features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 9.4
    8.9
    Peformance Tracking
    Average: 8.4
    8.9
    Integrations / APIs
    Average: 8.6
    8.2
    Coaching
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Close
    Company Website
    Year Founded
    2013
    HQ Location
    San Francisco, California
    Twitter
    @Close
    6,558 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    201 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Close is a CRM that helps small, scaling businesses close deals fast. We combine the power of a CRM with built-in communication, automation, coaching and reporting tools to help teams quickly manage,

Users
  • CEO
  • Founder
Industries
  • Marketing and Advertising
  • Computer Software
Market Segment
  • 76% Small-Business
  • 20% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Close is a customer relationship management (CRM) tool designed to streamline sales processes and improve lead management.
  • Reviewers like the user-friendly interface, easy setup, and seamless integration with other tools, which allows for efficient lead tracking, communication, and workflow automation.
  • Users reported occasional lags and unresponsiveness, difficulty in setting up smart views, limited customization, and a lack of certain features such as text messaging and local ID calling ability.
Close Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
948
Helpful
561
Features
508
Simple
457
Intuitive
447
Cons
Missing Features
325
Call Issues
239
Limited Features
174
Learning Curve
115
Limited Customization
111
View All Pros and Cons
Close features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 9.4
8.9
Peformance Tracking
Average: 8.4
8.9
Integrations / APIs
Average: 8.6
8.2
Coaching
Average: 8.3
Seller Details
Seller
Close
Company Website
Year Founded
2013
HQ Location
San Francisco, California
Twitter
@Close
6,558 Twitter followers
LinkedIn® Page
www.linkedin.com
201 employees on LinkedIn®
Amplemarket
(575)4.6 out of 5
8th Easiest To Use in AI Sales Assistant software
View top Consulting Services for Amplemarket
Save to My Lists
Free trial available
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    By combining premium data, multichannel engagement, and real-time insights in one seamless solution, Duo AI Copilot and AI Agent redefine how modern sales teams operate. Duo uncovers hidden opportu

    Users
    • SDR
    • Account Executive
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 45% Small-Business
    • 41% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Amplemarket is a tool designed to streamline outreach processes, automate cold outreach, and increase efficiency in connecting with relevant prospects.
    • Reviewers frequently mention the ease of use, the ability to personalize communication at scale, and the helpfulness of the customer support team during the initial setup.
    • Users reported issues with customization options for reporting, occasional bugs when adding prospects manually, and difficulties in managing signal sequences.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Amplemarket Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    130
    Helpful
    120
    Automation
    110
    Features
    110
    Lead Generation
    104
    Cons
    Missing Features
    47
    Sequence Issues
    28
    Data Inaccuracy
    27
    Learning Curve
    27
    Inaccurate Data
    26
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Amplemarket features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 9.4
    8.3
    Peformance Tracking
    Average: 8.4
    8.3
    Integrations / APIs
    Average: 8.6
    7.6
    Coaching
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Amplemarket
    Year Founded
    2019
    HQ Location
    San Francisco, California
    Twitter
    @amplemarket
    2,491 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

By combining premium data, multichannel engagement, and real-time insights in one seamless solution, Duo AI Copilot and AI Agent redefine how modern sales teams operate. Duo uncovers hidden opportu

Users
  • SDR
  • Account Executive
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 45% Small-Business
  • 41% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Amplemarket is a tool designed to streamline outreach processes, automate cold outreach, and increase efficiency in connecting with relevant prospects.
  • Reviewers frequently mention the ease of use, the ability to personalize communication at scale, and the helpfulness of the customer support team during the initial setup.
  • Users reported issues with customization options for reporting, occasional bugs when adding prospects manually, and difficulties in managing signal sequences.
Amplemarket Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
130
Helpful
120
Automation
110
Features
110
Lead Generation
104
Cons
Missing Features
47
Sequence Issues
28
Data Inaccuracy
27
Learning Curve
27
Inaccurate Data
26
View All Pros and Cons
Amplemarket features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 9.4
8.3
Peformance Tracking
Average: 8.4
8.3
Integrations / APIs
Average: 8.6
7.6
Coaching
Average: 8.3
Seller Details
Seller
Amplemarket
Year Founded
2019
HQ Location
San Francisco, California
Twitter
@amplemarket
2,491 Twitter followers
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®
Dialog
(10)5.0 out of 5
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Dialog is a generative AI-powered conversational commerce platform built to enhance the online shopping experience for e-commerce brands. By engaging website visitors in real time, Dialog replicates t

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 40% Mid-Market
    • 40% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Dialog Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    3
    Easy Implementation
    3
    Efficiency
    3
    Helpful
    3
    Implementation Ease
    3
    Cons
    Dashboard Issues
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Dialog features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 9.4
    6.7
    Peformance Tracking
    Average: 8.4
    10.0
    Integrations / APIs
    Average: 8.6
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Dialog
    Year Founded
    2023
    HQ Location
    Paris, FR
    LinkedIn® Page
    www.linkedin.com
    11 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Dialog is a generative AI-powered conversational commerce platform built to enhance the online shopping experience for e-commerce brands. By engaging website visitors in real time, Dialog replicates t

Users
No information available
Industries
No information available
Market Segment
  • 40% Mid-Market
  • 40% Small-Business
Dialog Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
3
Easy Implementation
3
Efficiency
3
Helpful
3
Implementation Ease
3
Cons
Dashboard Issues
1
View All Pros and Cons
Dialog features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 9.4
6.7
Peformance Tracking
Average: 8.4
10.0
Integrations / APIs
Average: 8.6
0.0
No information available
Seller Details
Seller
Dialog
Year Founded
2023
HQ Location
Paris, FR
LinkedIn® Page
www.linkedin.com
11 employees on LinkedIn®
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AI Sales Assistant Topics

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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

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