Best AI Sales Assistant Software in 2026
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Featured AI Sales Assistant Software At A Glance
A weekly snapshot of rising stars, new launches, and what everyone's buzzing about.
Buyer's Guide: AI Sales Assistant
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the ease of use of Salesforce Sales Cloud, simplifying the sales pipeline and enhancing efficiency.
Users love the streamlined sales pipeline of Salesforce Sales Cloud, finding it extremely helpful for their teams.
Users value the centralized lead management in Salesforce Sales Cloud, enhancing tracking and team communication.
Users report a steep learning curve, finding the complexity and customization options initially overwhelming and challenging.
Users report struggles with enabling features and a complex interface that complicates productivity and usability.
Users find the missing features in Salesforce Sales Cloud frustrating, hindering their ability to use the platform effectively.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users love the ease of use and implementation of Gong, enhancing productivity and improving customer interaction insights.
Users appreciate the ease of use of Gong, making it simple to adapt and enhance productivity.
Users love the call recording feature of Gong for enhancing learning and improving customer insights effectively.
Users experience call issues such as delays in access, excessive beeping, and difficulties in searching for calls.
Users experience recording issues with Gong, including difficulties in finding calls and inconsistent audio translations.
Users face challenges with AI inaccuracy, impacting reliability and efficiency in capturing crucial conversation details.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users highlight the ease of use of HubSpot Sales Hub, appreciating its user-friendly setup and seamless automation features.
Users value the seamless integration with HubSpot CRM, enhancing workflow efficiency and customer interaction tracking.
Users value the ease of management with HubSpot Sales Hub, enhancing team connectivity and visibility over leads.
Users express concern over missing features, particularly regarding tagging and support for Microsoft Exchange calendars.
Users feel the limited features in lower-tier plans restrict their ability to use the software effectively.
Users find the learning curve challenging, struggling with complicated data imports and non-intuitive reporting features.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value the accurate and comprehensive contact information provided by ZoomInfo Sales, enhancing their marketing efforts.
Users value the data accuracy of ZoomInfo Sales, enhancing their sales prospecting efforts with reliable contact information.
Users appreciate the ease of use of ZoomInfo Sales, finding its interface intuitive and data reliable for outbound efforts.
Users experience inaccurate data issues with ZoomInfo, leading to challenges in relying on the information provided.
Users find the outdated data on ZoomInfo to be a significant concern, impacting their overall experience and efficiency.
Users often face issues with outdated contacts, leading to concerns about the accuracy of the provided data.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value the ease of use of Apollo.io, making lead management and data integration straightforward and efficient.
Users value Apollo.io for its ease of use and comprehensive features, making it a preferred tool for sales success.
Users highlight Apollo.io's comprehensive lead generation capabilities, making it an essential tool for sales efficiency.
Users find the missing features of Apollo.io, such as sequence editing and enhanced AI capabilities, limiting their experience.
Users report inaccurate data on Apollo.io, with outdated contact information affecting outreach effectiveness and reliability.
Users find the learning curve challenging due to a complex UI and issues with support response times.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users love how Fathom provides concise and accurate summaries, making post-meeting tasks quick and effortless.
Users find Fathom's ease of use exceptional, allowing seamless note-taking and effective meeting recaps without distraction.
Users love Fathom for its high accuracy in transcriptions, enhancing engagement during meetings with reliable note-taking.
Users find the meeting management features lacking, desiring greater flexibility and personalization in functionalities.
Users experience recording issues with Fathom, requiring extra steps for detailed summaries and note organization.
Users find missing features in Fathom, such as a lack of customization and inaccuracies in output for specific tasks.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users find Instantly extremely easy to use, with a clean UI and helpful support enhancing their experience.
Users commend the exceptional customer support of Instantly, noting quick responses and effective assistance in resolving issues.
Users appreciate the helpfulness of customer support from Instantly, ensuring prompt assistance and enhancing their experience.
Users find the missing features in Instantly limiting, longing for more options to enhance their experience.
Users find Instantly expensive, especially for small businesses, making it hard to justify the cost for entry-level plans.
Users are frustrated by the limited formatting options in Instantly, hindering the creation of professional emails.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the quick access to qualified leads with B2B Rocket, enhancing efficiency and automating outreach effectively.
Users value the automation capabilities of B2B Rocket, enhancing efficiency in lead generation and outreach processes.
Users appreciate the ease of use of B2B Rocket, finding the interface and automation features intuitive and efficient.
Users find the steep learning curve of B2B Rocket challenging, requiring time and effort for effective setup and optimization.
Users find the limited customization options frustrating when trying to tailor features for specific industries or strategies.
Users find B2B Rocket's pricing expensive, especially for small businesses needing extensive training to utilize its features effectively.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value Substrata for its accuracy in interpreting nuances, significantly enhancing communication and sales effectiveness.
Users love how Substrata offers insightful emotional understanding, enhancing communication with its ability to interpret nonverbal cues.
Users value Substrata for its unique insights into nonverbal cues, enhancing communication and client engagement significantly.
Users find the learning curve challenging, noting that a simpler interface would enhance onboarding for new users.
Users find the complexity of the reporting interface to hinder their experience, making navigation difficult and tedious.
Users desire more customization options in Substrata, particularly for tailoring insights and metrics for team members and executives.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users commend the exceptional customer support provided by Qualified's team, enhancing their experience and success with the platform.
Users find the dedicated support from Success Architects invaluable, enhancing team efficiency and maximizing platform utility.
Users highlight the stellar customer service from Qualified, with responsive support enhancing the overall experience and implementation.
Users note a steep learning curve with Qualified, especially for those unfamiliar with conversational marketing tools.
Users encounter missing features like limited reporting, restricted copy/paste, and cumbersome setup, affecting overall efficiency.
Users face a steep learning curve with Qualified, though support helps navigate the complexities over time.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the ease of use of Synthflow, highlighting its friendly UI and quick setup process.
Users love the easy setup and intuitive UI of Synthflow, enabling quick and powerful deployment of features.
Users value the easy integrations with other platforms, enhancing their overall seamless experience with Synthflow.
Users are concerned about the high cost of Synthflow, which may limit accessibility and trial opportunities.
Users find the cost limitations of Synthflow challenging, with steep pricing and insufficient trial minutes.
Users struggle with the steep learning curve of Synthflow, finding it difficult to grasp its full capabilities quickly.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value the personalized insights from Humantic AI, enhancing their outreach and fostering productive conversations.
Users value the personalized insights from Humantic AI, enhancing engagement and efficiency in reaching out to prospects.
Users appreciate the ease of use of Humantic AI, making sales outreach and customer connections effortless.
Users face inaccuracy issues with buyer profiles and LinkedIn connections, impacting their engagement and effectiveness.
Users note the need for improved LinkedIn integration, citing issues like vague profiles and customization limitations.
Users find the UI design clunky, leading to a less intuitive experience and occasional frustrations during usage.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the ease of use of Close, highlighting its user-friendly interface and seamless onboarding experience.
Users rave about the excellent and rapid support provided by Close, enhancing their overall experience significantly.
Users appreciate the user-friendly features of Close, seamlessly integrating calls, texts, and reminders for effective sales management.
Users criticize the missing built-in automation features in Close, expecting more value for the high price.
Users report call issues such as choppy connections and limitations on dialing from devices other than computers.
Users find the limited features of Close insufficient without upgrading for full functionality and integrations.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value the ease of use of Amplemarket, streamlining outreach and saving valuable time effortlessly.
Users appreciate the helpful customer support and seamless integrations of Amplemarket, enhancing their prospecting experience significantly.
Users appreciate Amplemarket's robust prospecting features and automation, making lead management seamless and effective.
Users find Amplemarket's missing features like A/B testing and CRM integration limiting and frustrating for usability.
Users find the learning curve steep, as initial navigation and configuration can be overwhelming and challenging.
Users find the sequence issues frustrating, particularly the inability to edit or customize emails once launched.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the ease of use of Clari, enjoying seamless integration and effective call recording functionality.
Users love the easy-to-use interface and powerful analytic tools that enhance forecasting and revenue management in Clari.
Users find Clari to be a helpful sales tool, enhancing forecasting accuracy and streamlining revenue management effectively.
Users find Clari's limited flexibility and configuration challenges hinder its effectiveness and usability.
Users find the learning curve steep, describing Clari as overwhelming and complicated to navigate effectively.
Users express frustration over missing features, like scheduling tools and effective filtering, hindering their overall experience.
Learn More About AI Sales Assistant Software
AI sales assistant software buying insights at a glance
AI Sales Assistant Software brings together automation, conversation intelligence, and predictive guidance to help sales teams run outreach and deal execution with less manual effort. Instead of juggling multiple point solutions, these platforms centralize the “work between the work”, capturing activity data, generating sales-ready content, summarizing conversations, prioritizing next steps, and syncing outcomes back to systems like CRM. As buying journeys become longer, the number of stakeholders increases, and teams remain distributed, AI sales assistant software has become a practical way to maintain consistency, coverage, and momentum without inflating headcount.
Based on G2 review data, buyers most often adopt these tools to reduce administrative drag and speed up follow-through. The strongest review patterns point to a few recurring wins: noticeable time savings from automated follow-ups and workflow assistance, stronger call outcomes driven by summaries, action items, and coaching-style insights, and cleaner pipeline hygiene because activity and notes are captured more reliably. Many teams also emphasize that the AI sales tools they keep long-term are the ones that blend into everyday selling motions rather than forcing constant context switching.
Pricing typically follows a subscription model (monthly or annual), most often priced per user and tiered by AI capabilities (e.g., conversation intelligence, agent automation, scoring, forecasting) and data access limits (minutes analyzed, messages generated, contact volume). Common cost drivers include CRM/meeting integrations, advanced analytics, admin controls, and enterprise-grade security or compliance needs. Some vendors also charge for onboarding, enablement services, or custom integration work when sales workflows are complex or highly governed.
Top 5 FAQs from software buyers:
- How does an AI sales assistant pull data from our CRM and meetings?
- What does it take to get accurate AI summaries and recommended next steps?
- Can the platform automate follow-ups without risking brand voice and compliance?
- Which integrations matter most for day-one value (CRM, email, dialer, calendar)?
- How do teams measure ROI beyond “time saved”?
G2’s top-rated AI Sales Assistant Software, based on verified reviews, includes Salesforce Sales Cloud, Gong, HubSpot Sales Hub, and Apollo.io. (Source 2)
What are the top-reviewed AI Sales Assistant Software on G2?
- Reviews: 1782
- Satisfaction: 99
- Market Presence: 99
- G2 Score: 99
- Reviews: 443
- Satisfaction: 98
- Market Presence: 84
- G2 Score: 91
- Reviews: 1599
- Satisfaction: 88
- Market Presence: 89
- G2 Score: 88
- Reviews: 988
- Satisfaction: 99
- Market Presence: 68
- G2 Score: 84
- Reviews: 897
- Satisfaction: 84
- Market Presence: 83
- G2 Score: 83
Satisfaction reflects user-reported ratings, including ease of use, support, and feature fit. (Source 2)
Market Presence scores combine review and external signals that indicate market momentum and footprint. (Source 2)
G2 Score is a weighted composite of Satisfaction and Market Presence. (Source 2)
Learn how G2 scores products. (Source 1)
What I Often See in AI Sales Assistant Software
Feedback Pros: What Users Consistently Appreciate
- Fast time savings from automated follow-ups and task reminders
- “I truly appreciate how this AI sales tool effortlessly integrates into my workflow by allowing me to record and watch sales meetings. This feature not only enables me to gain insights from my colleagues' meetings, but it also significantly aids in learning best practices and understanding how they pitch our solutions effectively. By observing these meetings, I've been able to tweak my sales pitch to be more effective. Moreover, I am impressed by Gong's auto-generated meeting follow-ups, which streamline the after-meeting process, saving me time and ensuring no details are overlooked.” - Alexander Saad, Gong Review
- Clear, easy-to-use interface that reduces daily selling friction
- “This AI sales assistant software is easy to work with and didn't take long to set up. I like how quickly i can filter and find the right prospects without wasting time scrolling through irrelevant results. I use it regularly, like almost every day to research companies and decision makers, and the range of features from intent data to company insights makes prospecting much faster. It is easy to use interface, and the integration with out CRM was smooth, and now i can push leads directly without extra manual steps.” - Verified User, ZoomInfo Review
- Meeting summaries and action items that streamline handoffs
- “I like how quickly and accurately it creates meeting summaries and breaks them down into meeting purpose, topics discussed, actions etc. It also removes unnecessary topics or social chit-chat that occurs throughout the meeting, leaving the summary with only the relevant and work-related topics.” - Maz Barkley, Fathom Review
Cons: Where Many Platforms Fall Short
- Complex workflows create a learning curve for new users
- “This AI Sales assistant system can also be a bit hard to work with if your team does sales, in a different way. It can be tough to make the pipelines and workflows fit your teams sales process. It can feel a bit stiff and not very flexible. Additionally, while the platform is powerful, there’s a learning curve for new users, and initial setup can take time to ensure everything from deal stages to reporting is configured correctly.” - Feleecia Kerr, HubSpot Sales Hub Review
- Reporting speed and dashboards lag behind high-volume team needs
- “Reporting exports can be slow for large datasets, and a few less-common integrations need deeper documentation for easier initial setup.” - Mohammad Amro, Rocket Review
- Limited customization for filters, scoring logic, and health views
- “I wish there was a better way to measure account health, like a graph or chart. It would be helpful to have something on the home screen to flag opportunities or customers that may be at risk of churning. A dashboard with numbers and graphs would be great.” - Courtney Warner, Gong Review
My expert takeaway on AI Sales Assistant Tools
Review patterns point to a category that’s already delivering meaningful day-to-day value, but implementation maturity still separates the winners. The category’s average star rating is 4.69/5, with strong operational sentiment in ease of use (6.41/7) and ease of setup (6.37/7), as well as a very high likelihood to recommend (9.37/10) and solid quality of support (6.42/7). Taken together, these metrics suggest most teams get to “productive” quickly, and many would advocate for the tool once it’s embedded in their workflow, a positive signal for adoption readiness and user trust in the technology.
High-performing teams treat an AI-powered sales assistant as a workflow layer, not a standalone destination. They define which moments should be automated (follow-ups, recap generation, next-step nudges), where humans must stay in control (final messaging, deal strategy), and how data should flow across CRM, email, calendar, and call systems. Strong implementations also operationalize quality checks: they monitor summary accuracy, guardrails for outbound tone, and whether AI recommendations translate into real activity, especially as teams scale and new sellers onboard. This is also where the best AI sales assistant software stands out: it maintains consistent AI outputs and makes it easy for teams to standardize the process without over-regulating every step.
Where teams struggle most is in governance and change management. Common failure points include unclear ownership (RevOps vs. Sales vs. Enablement), incomplete integrations that break trust, inconsistent field usage in the CRM, and “AI overwhelm” (too many prompts, too many dashboards, and not enough enforcement of the few behaviors that matter). Teams that win focus on measurable adoption signals, including usage depth by role, follow-up completion rates, call-summary acceptance/edit rates, CRM activity completeness, and support-driven resolution speed when sellers encounter friction.
AI Sales Assistant software FAQs
What are the best AI assistants for sales?
Here are some of the best-rated AI assistant software tools for sales:
- Salesforce Sales Cloud – Powerful CRM platform with embedded AI sales agents, lead management, and automation to drive revenue growth
- ZoomInfo Sales – AI-driven sales intelligence platform for prospecting, lead prioritization, and workflow automation
- Gong – Leading AI revenue operating system providing conversation intelligence, deal insights, and forecasting for sales teams
- Fathom – Free AI assistant for sales meetings, providing instant transcription, summaries, and CRM sync
- Fellow – AI meeting assistant focused on accurate notes, actionable items, and sales-team privacy
What are the best AI tools for sales GTM?
Here are some of the best AI tools for supporting sales go-to-market (GTM) strategies:
- Salesforce Sales Cloud – Integrated platform with AI agents for pipeline management, automation, forecasting, and revenue intelligence
- Apollo.io – AI-powered B2B sales platform for lead generation, enriched data, automated outreach, and end-to-end GTM execution
- ZoomInfo Sales – Combines sales intelligence, buyer intent signals, and an AI-driven GTM Workspace to optimize prospect targeting and engagement
- Zoho CRM – Cloud CRM with AI assistant “Zia” for predictions, pipeline analytics, GTM automation, and deep integrations
- SalesHood – AI-enabled sales enablement and coaching platform, ideal for ramping teams and accelerating GTM content delivery and readiness
How to choose the best AI sales assistant software?
Start by mapping your highest-friction selling moments (follow-ups, meeting notes, lead prioritization, CRM updates) and prioritize tools that automate those workflows inside the systems your team already uses. Validate accuracy on real calls/emails, confirm that CRM and email/calendar integrations work reliably, and ensure that admins can set guardrails for permissions, tone, and compliance. Finally, run a short pilot with reps across roles to confirm adoption and measurable lift (time saved, activity completion, pipeline hygiene).
What features define the best AI sales tools?
The best platforms combine strong workflow automation with reliable data capture: meeting summaries and action items, next-step recommendations, automated follow-ups, and clean CRM sync. Look for customization (fields, triggers, templates), quality controls (editing/approvals, audit trails), and analytics that tie AI usage to outcomes (activity completion, conversion rates, pipeline health). Enterprise-ready security, role-based access, and integration depth are also key differentiators.
What’s the typical ROI timeline for AI sales tools?
Most teams achieve early ROI within 30-90 days of reclaiming selling time, through faster follow-ups and cleaner CRM data. More meaningful revenue impact (higher conversion rates, shorter sales cycles, improved forecast accuracy) often appears over 3-6 months, once workflows are standardized and adoption is consistent across the team. Faster ROI typically happens when integrations are set up correctly, and reps use the tool daily in core selling motions.
