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, enhancing productivity with its intuitive features and seamless integration.
Users appreciate the simplified sales pipeline in Salesforce Sales Cloud, enhancing teamwork and providing valuable insights.
Users appreciate the centralized lead and opportunity tracking of Salesforce Sales Cloud, enhancing team communication and pipeline management.
Users find the complexity and steep learning curve of Salesforce Sales Cloud overwhelming initially, complicating their experience.
Users find Einstein feature difficulties and interface complexity hinder productivity and essential tasks within Salesforce Sales Cloud.
Users find missing features like specific Einstein tools frustrating and inadequate for their business needs.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the ease of implementation and use of Gong, enhancing productivity and customer interactions significantly.
Users value the ease of use of Gong, streamlining call transcription and enhancing productivity effortlessly.
Users love the call recording feature of Gong for improving insights, learning, and follow-up communication effectively.
Users report experiencing call issues with Gong, including delays in access and distracting beep sounds during calls.
Users struggle with recording issues like difficulty finding calls and inconsistent audio translation accuracy from Gong.
Users find the AI inaccuracy frustrating as it occasionally misinterprets audio and fails to integrate with CRM systems.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users find HubSpot Sales Hub's ease of use remarkable, allowing them to streamline processes without technical expertise.
Users value the seamless integration and advanced reporting of HubSpot Sales Hub, enhancing workflow and decision-making.
Users value the ease of managing sales teams with HubSpot Sales Hub, benefiting from constant updates and essential features.
Users note the lack of essential features in lower-tier plans, limiting functionality and integration capabilities.
Users express frustration over limited features on lower-tier plans, affecting functionality and the overall experience.
Users find the learning curve steep with HubSpot Sales Hub, facing challenges in data import and reporting.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value the accurate and comprehensive contact information from ZoomInfo Sales, enhancing their marketing and prospecting efforts.
Users appreciate the data accuracy of ZoomInfo Sales, enabling efficient lead generation and reliable prospecting.
Users find the ease of use of ZoomInfo Sales instrumental in efficiently accessing accurate and robust data.
Users often experience inaccurate data in ZoomInfo, leading to challenges with outdated or incorrect company information.
Users express frustration with outdated data, noting incorrect contact details that hinder their efficiency and effectiveness.
Users often find outdated contacts in ZoomInfo, leading to challenges in reaching current professionals 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 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 find Fathom to be a time-saving assistant, delivering concise summaries that streamline their meeting follow-up.
Users praise the ease of use of Fathom, highlighting its intuitive features and seamless integration with other tools.
Users value Fathom for its high transcription accuracy and efficient meeting note-taking features, enhancing productivity during calls.
Users find the meeting management lacks flexibility in participant visibility and customization features during calls.
Users face recording issues with Fathom, needing to download transcripts for detailed summaries and encountering compliance challenges.
Users express frustration with the missing features in Fathom, limiting effectiveness for specific tasks like recruitment.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the ease of use of Instantly, enjoying a simple setup and effective support for campaigns.
Users rave about the exceptional customer support from Instantly, highlighting quick responses and effective issue resolution.
Users value the helpful customer support of Instantly, appreciating prompt assistance and effective solutions for their inquiries.
Users find the missing features in Instantly, like liquid syntax, limit its usability and appeal for small businesses.
Users find the pricing of Instantly to be overpriced, especially for small businesses and startups in South America.
Users find the limited formatting options in Instantly hinder their ability to create engaging and 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 value the efficient lead generation of B2B Rocket, enabling faster outreach and better management of prospects.
Users highlight the powerful automation of B2B Rocket, significantly enhancing lead generation and campaign efficiency.
Users appreciate the ease of use of B2B Rocket, highlighting its intuitive interface and efficient campaign management.
Users note a steep learning curve with B2B Rocket, making initial setup and customization more challenging than anticipated.
Users find the limited customization options restrict tailor-made workflows and industry-specific messaging in B2B Rocket.
Users find B2B Rocket to be expensive, especially for small businesses needing extensive training and onboarding.
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 find Synthflow's ease of use exceptional, with friendly UI and quick setup enhancing their experience.
Users highlight the ease of setup with Synthflow, noting its intuitive, no-code UI for seamless deployment.
Users love the easy integrations with other platforms, enhancing their experience with seamless AI functionality.
Users find the pricing significant, feeling it limits accessibility and requires reliance on less effective third-party apps.
Users note the high costs associated with Synthflow, making it less accessible for many potential users.
Users find the learning curve challenging, emphasizing the need for easier onboarding and understanding of capabilities.
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, noting its friendly layout and seamless integration capabilities.
Users commend the responsive and helpful customer service of Close, enhancing their overall experience with the platform.
Users appreciate the user-friendly layout and integration features of Close, enhancing their productivity and efficiency.
Users highlight the missing built-in automation features, which are limited despite Close's higher pricing tier.
Users often face call issues like choppy connections and device limitations, affecting their overall experience with Close.
Users feel the limited features of Close necessitate upgrades for full functionality and integration with other platforms.
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 ease of use of Zoom Revenue Accelerator, making it simple to integrate and utilize effectively.
Users praise the efficiency of Zoom Revenue Accelerator, enhancing communication and sales workflows seamlessly.
Users value the easy communication facilitated by Zoom, enhancing collaboration and streamlining sales workflows effectively.
Users express frustration with the high costs of Zoom Revenue Accelerator compared to alternative options in the market.
Users find the cost of Zoom Revenue Accelerator to be high compared to alternative options in the market.
Users find the high cost of Zoom Revenue Accelerator to be a downside compared to alternative options.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users find Amplemarket incredibly easy to use, streamlining outreach and saving significant time with its intuitive design.
Users praise Amplemarket for its helpful customer support and intuitive platform, enhancing their prospecting efficiency greatly.
Users appreciate the robust prospecting features of Amplemarket, enabling effective outreach and seamless lead management.
Users find missing features in Amplemarket, limiting functionality and complicating integration with their CRM systems.
Users find the learning curve steep, as navigating features can be overwhelming and sometimes confusing initially.
Users feel frustrated by the sequence issues in Amplemarket, particularly the inability to modify ongoing email campaigns.
Learn More About AI Sales Assistant Software
AI sales assistant software buying insights at a glance
AI Sales Assistant Software brings together automation, conversation intelligence, and predictive guidance to help sales teams run outreach and deal execution with less manual effort. Instead of juggling multiple point solutions, these platforms centralize the “work between the work”, capturing activity data, generating sales-ready content, summarizing conversations, prioritizing next steps, and syncing outcomes back to systems like CRM. As buying journeys become longer, the number of stakeholders increases, and teams remain distributed, AI sales assistant software has become a practical way to maintain consistency, coverage, and momentum without inflating headcount.
Based on G2 review data, buyers most often adopt these tools to reduce administrative drag and speed up follow-through. The strongest review patterns point to a few recurring wins: noticeable time savings from automated follow-ups and workflow assistance, stronger call outcomes driven by summaries, action items, and coaching-style insights, and cleaner pipeline hygiene because activity and notes are captured more reliably. Many teams also emphasize that the AI sales tools they keep long-term are the ones that blend into everyday selling motions rather than forcing constant context switching.
Pricing typically follows a subscription model (monthly or annual), most often priced per user and tiered by AI capabilities (e.g., conversation intelligence, agent automation, scoring, forecasting) and data access limits (minutes analyzed, messages generated, contact volume). Common cost drivers include CRM/meeting integrations, advanced analytics, admin controls, and enterprise-grade security or compliance needs. Some vendors also charge for onboarding, enablement services, or custom integration work when sales workflows are complex or highly governed.
Top 5 FAQs from software buyers:
- How does an AI sales assistant pull data from our CRM and meetings?
- What does it take to get accurate AI summaries and recommended next steps?
- Can the platform automate follow-ups without risking brand voice and compliance?
- Which integrations matter most for day-one value (CRM, email, dialer, calendar)?
- How do teams measure ROI beyond “time saved”?
G2’s top-rated AI Sales Assistant Software, based on verified reviews, includes Salesforce Sales Cloud, Gong, HubSpot Sales Hub, and Apollo.io. (Source 2)
What are the top-reviewed AI Sales Assistant Software on G2?
- Reviews: 1782
- Satisfaction: 99
- Market Presence: 99
- G2 Score: 99
- Reviews: 443
- Satisfaction: 98
- Market Presence: 84
- G2 Score: 91
- Reviews: 1599
- Satisfaction: 88
- Market Presence: 89
- G2 Score: 88
- Reviews: 988
- Satisfaction: 99
- Market Presence: 68
- G2 Score: 84
- Reviews: 897
- Satisfaction: 84
- Market Presence: 83
- G2 Score: 83
Satisfaction reflects user-reported ratings, including ease of use, support, and feature fit. (Source 2)
Market Presence scores combine review and external signals that indicate market momentum and footprint. (Source 2)
G2 Score is a weighted composite of Satisfaction and Market Presence. (Source 2)
Learn how G2 scores products. (Source 1)
What I Often See in AI Sales Assistant Software
Feedback Pros: What Users Consistently Appreciate
- Fast time savings from automated follow-ups and task reminders
- “I truly appreciate how this AI sales tool effortlessly integrates into my workflow by allowing me to record and watch sales meetings. This feature not only enables me to gain insights from my colleagues' meetings, but it also significantly aids in learning best practices and understanding how they pitch our solutions effectively. By observing these meetings, I've been able to tweak my sales pitch to be more effective. Moreover, I am impressed by Gong's auto-generated meeting follow-ups, which streamline the after-meeting process, saving me time and ensuring no details are overlooked.” - Alexander Saad, Gong Review
- Clear, easy-to-use interface that reduces daily selling friction
- “This AI sales assistant software is easy to work with and didn't take long to set up. I like how quickly i can filter and find the right prospects without wasting time scrolling through irrelevant results. I use it regularly, like almost every day to research companies and decision makers, and the range of features from intent data to company insights makes prospecting much faster. It is easy to use interface, and the integration with out CRM was smooth, and now i can push leads directly without extra manual steps.” - Verified User, ZoomInfo Review
- Meeting summaries and action items that streamline handoffs
- “I like how quickly and accurately it creates meeting summaries and breaks them down into meeting purpose, topics discussed, actions etc. It also removes unnecessary topics or social chit-chat that occurs throughout the meeting, leaving the summary with only the relevant and work-related topics.” - Maz Barkley, Fathom Review
Cons: Where Many Platforms Fall Short
- Complex workflows create a learning curve for new users
- “This AI Sales assistant system can also be a bit hard to work with if your team does sales, in a different way. It can be tough to make the pipelines and workflows fit your teams sales process. It can feel a bit stiff and not very flexible. Additionally, while the platform is powerful, there’s a learning curve for new users, and initial setup can take time to ensure everything from deal stages to reporting is configured correctly.” - Feleecia Kerr, HubSpot Sales Hub Review
- Reporting speed and dashboards lag behind high-volume team needs
- “Reporting exports can be slow for large datasets, and a few less-common integrations need deeper documentation for easier initial setup.” - Mohammad Amro, Rocket Review
- Limited customization for filters, scoring logic, and health views
- “I wish there was a better way to measure account health, like a graph or chart. It would be helpful to have something on the home screen to flag opportunities or customers that may be at risk of churning. A dashboard with numbers and graphs would be great.” - Courtney Warner, Gong Review
My expert takeaway on AI Sales Assistant Tools
Review patterns point to a category that’s already delivering meaningful day-to-day value, but implementation maturity still separates the winners. The category’s average star rating is 4.69/5, with strong operational sentiment in ease of use (6.41/7) and ease of setup (6.37/7), as well as a very high likelihood to recommend (9.37/10) and solid quality of support (6.42/7). Taken together, these metrics suggest most teams get to “productive” quickly, and many would advocate for the tool once it’s embedded in their workflow, a positive signal for adoption readiness and user trust in the technology.
High-performing teams treat an AI-powered sales assistant as a workflow layer, not a standalone destination. They define which moments should be automated (follow-ups, recap generation, next-step nudges), where humans must stay in control (final messaging, deal strategy), and how data should flow across CRM, email, calendar, and call systems. Strong implementations also operationalize quality checks: they monitor summary accuracy, guardrails for outbound tone, and whether AI recommendations translate into real activity, especially as teams scale and new sellers onboard. This is also where the best AI sales assistant software stands out: it maintains consistent AI outputs and makes it easy for teams to standardize the process without over-regulating every step.
Where teams struggle most is in governance and change management. Common failure points include unclear ownership (RevOps vs. Sales vs. Enablement), incomplete integrations that break trust, inconsistent field usage in the CRM, and “AI overwhelm” (too many prompts, too many dashboards, and not enough enforcement of the few behaviors that matter). Teams that win focus on measurable adoption signals, including usage depth by role, follow-up completion rates, call-summary acceptance/edit rates, CRM activity completeness, and support-driven resolution speed when sellers encounter friction.
AI Sales Assistant software FAQs
What are the best AI assistants for sales?
Here are some of the best-rated AI assistant software tools for sales:
- Salesforce Sales Cloud – Powerful CRM platform with embedded AI sales agents, lead management, and automation to drive revenue growth
- ZoomInfo Sales – AI-driven sales intelligence platform for prospecting, lead prioritization, and workflow automation
- Gong – Leading AI revenue operating system providing conversation intelligence, deal insights, and forecasting for sales teams
- Fathom – Free AI assistant for sales meetings, providing instant transcription, summaries, and CRM sync
- Fellow – AI meeting assistant focused on accurate notes, actionable items, and sales-team privacy
What are the best AI tools for sales GTM?
Here are some of the best AI tools for supporting sales go-to-market (GTM) strategies:
- Salesforce Sales Cloud – Integrated platform with AI agents for pipeline management, automation, forecasting, and revenue intelligence
- Apollo.io – AI-powered B2B sales platform for lead generation, enriched data, automated outreach, and end-to-end GTM execution
- ZoomInfo Sales – Combines sales intelligence, buyer intent signals, and an AI-driven GTM Workspace to optimize prospect targeting and engagement
- Zoho CRM – Cloud CRM with AI assistant “Zia” for predictions, pipeline analytics, GTM automation, and deep integrations
- SalesHood – AI-enabled sales enablement and coaching platform, ideal for ramping teams and accelerating GTM content delivery and readiness
How to choose the best AI sales assistant software?
Start by mapping your highest-friction selling moments (follow-ups, meeting notes, lead prioritization, CRM updates) and prioritize tools that automate those workflows inside the systems your team already uses. Validate accuracy on real calls/emails, confirm that CRM and email/calendar integrations work reliably, and ensure that admins can set guardrails for permissions, tone, and compliance. Finally, run a short pilot with reps across roles to confirm adoption and measurable lift (time saved, activity completion, pipeline hygiene).
What features define the best AI sales tools?
The best platforms combine strong workflow automation with reliable data capture: meeting summaries and action items, next-step recommendations, automated follow-ups, and clean CRM sync. Look for customization (fields, triggers, templates), quality controls (editing/approvals, audit trails), and analytics that tie AI usage to outcomes (activity completion, conversion rates, pipeline health). Enterprise-ready security, role-based access, and integration depth are also key differentiators.
What’s the typical ROI timeline for AI sales tools?
Most teams achieve early ROI within 30-90 days of reclaiming selling time, through faster follow-ups and cleaner CRM data. More meaningful revenue impact (higher conversion rates, shorter sales cycles, improved forecast accuracy) often appears over 3-6 months, once workflows are standardized and adoption is consistent across the team. Faster ROI typically happens when integrations are set up correctly, and reps use the tool daily in core selling motions.
