Best AI Sales Assistant Software
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:
Featured AI Sales Assistant Software At A Glance
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.
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
Salesforce Sales Cloud is a customer relationship management platform that centralizes sales processes, customer data, and interactions. Users like the platform's flexibility, automation features, and detailed reporting, which reduce manual effort and provide real-time visibility into performance. Users reported that Salesforce Sales Cloud can be complex and overwhelming for new users, with a steep learning curve and potentially high costs for additional features and support.
580,855 Twitter followers
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
Gong is a Revenue Intelligence Platform designed to record, transcribe, and analyze every interaction, providing insights into sales deals and customer conversations. Reviewers like the AI features that summarize calls, assist with follow-ups, and provide valuable insights, as well as the platform's ease of use and integration with other systems. Users experienced issues with the platform's search functionality, occasional bugs, and a complex initial setup, and some found the amount of data and features overwhelming.
7,611 Twitter followers
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
Hubspot Sales Hub is a tool designed to help users stay updated on deal opportunities, organize deals, and track leads. Reviewers like the platform's user-friendly interface, its ability to automate processes, and its features for tracking deals and handling leads. Reviewers mentioned that some features are only accessible in high-tier plans, which can be costly, and the platform can sometimes be slow.
786,179 Twitter followers
Apollo.io is an AI-powered go-to-market (GTM) platform that helps revenue teams find, engage, and manage B2B buyers across the entire sales cycle. Apollo.io is the company behind the industry’s first
Apollo.io is a platform that combines prospecting, accurate data, structured outreach, and automation to simplify and enhance sales workflows. Reviewers appreciate Apollo.io's AI features, ease of use, and integration capabilities, which make day-to-day outbound tasks easier and more efficient, saving time and allowing everything to happen in one place. Users experienced issues with the platform's data accuracy, email integration reliability, and the number of paywalls across the platform, which can interrupt workflow and experimentation, especially for smaller teams.
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
ZoomInfo Sales is a sales intelligence tool designed to provide contact details and lead generation capabilities through a vast database of emails and numbers for sales and marketing purposes. Users like the tool's ability to provide accurate data, advanced features, AI for outreach, easy integration with other platforms, and its user-friendly interface that allows easy navigation and customization. Users mentioned issues with the platform's high pricing, short trial period, occasional inaccuracies in contact details, and some features needing improvement, such as email tracking and intent signals.
23,509 Twitter followers
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
Fathom is an AI note-taking tool that automatically generates transcripts and summaries of meetings, integrating with platforms like Zoom and Google Meet. Users frequently mention the accuracy of Fathom's transcriptions, its ability to focus on relevant meeting points, and the convenience of automatic note-taking, allowing them to stay fully engaged in discussions. Users reported occasional technical issues such as the app not loading automatically, difficulty adding it to meetings ad-hoc, and confusion over privacy settings, as well as a desire for more anonymity when using the tool in meetings.
2,506 Twitter followers
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
Instantly is a cold email tool designed for managing and automating email campaigns, warming up email accounts, and generating leads. Reviewers frequently mention the ease of use, intuitive interface, and the helpful customer support as standout features of Instantly. Users experienced issues with the pricing structure being confusing, lack of transparency in lead generation, and occasional glitches in the user interface.
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
B2B Rocket is a platform for managing B2B leads and monitoring sales performance from a single, user-friendly dashboard. Reviewers frequently mention the platform's ability to automate repetitive tasks, its intuitive dashboard, and the high-quality customer support that guides users through setup and technical issues. Reviewers mentioned that the platform can feel limited in customization, the AI features don’t always deliver accurate results, and there is a learning curve at the beginning.
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
Qualified is a tool that helps connect with website visitors, understand their activity, and generate better leads. Reviewers appreciate the excellent level of customer success offered by the Qualified team, the AI chatbot functionality, and the ability to streamline processes with automatic appointment setting. Reviewers experienced issues with incorrect account tagging, a need for interface improvement, and difficulties in refining the list of industries offered.
712 Twitter followers
Substrata analyzes behavioral data to uncover attitudes, emotions, intentions and power dynamics, helping dealmakers sell smarter and close more deals.
Substrata is a tool for relationship intelligence, stakeholder analysis, and enhancing the quality of revenue-driven sales strategy decisions, providing analysis of conversation with buyers to provide signals of engagement and uncover hidden intent of the buyer. Reviewers appreciate Substrata's ability to provide deep behavioral insights, accurate intelligence, and relationship mapping that inform strategic revenue decisions, enhance email tracking approach, and boost deal wins. Users experienced data gaps, poor dashboard customization, slow loading of insights, and overwhelming advanced analytic's in Substrata, and they also found the initial setup process and learning curve for new users to be challenging.
521 Twitter followers
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
Synthflow is a platform for building AI voice agents, designed to integrate with other platforms and deliver a human-like conversational experience for prospects. Reviewers appreciate the natural voice quality, smart contextual responses, and the platform's intuitive, responsive, and flexible interface, which aligns with various business needs and saves countless hours while improving call connect rates and overall lead engagement. Reviewers experienced issues with the pricing, lack of a free trial, occasional bugs, and the complexity of the initial setup, with some users finding the integration with certain CRMs challenging and the customer support lacking.
Humantic AI is a comprehensive buyer intelligence suite that turns enterprise sellers into experts about their buyers’ business. This includes vital insights about each target account’s business objec
Humantic is a tool used for understanding customers and their unique needs, providing insights into their personalities and communication styles. Reviewers appreciate Humantic's ability to provide detailed profiles, sample scripts, and communication strategies, as well as its integration with LinkedIn and CRM systems, and its use of AI to predict buyer behavior and personalize engagement. Users experienced issues with the tool being slightly expensive for small businesses, limitations on group sizes, an overload of information without brief key insights, short free trial periods, and a user interface that could use improvement.
429 Twitter followers
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
Amplemarket is a sales and outreach tool that automates outbound workflows, enabling users to build targeted lists, launch multi-channel sequences, and manage follow-ups in a structured, consistent way. Reviewers frequently mention the tool's strong segmentation and personalization capabilities, its ability to improve efficiency and quality, and its AI features, such as Duo Copilot, which suggests replies to inbound emails. Users mentioned that the initial setup can be time-consuming and there's a learning curve to use it properly, and some users reported issues with data accuracy, particularly for international contacts.
2,498 Twitter followers
Jeeva is the agentic AI platform for go-to-market teams. Leads, enrichment, outreach, inbox, calendar, notes, all automated. 35,000+ sellers & sales teams use Jeeva to reclaim 7.6+ hours per w
Jeeva.ai is a platform that automates tasks such as email campaigns, lead generation, data enrichment, and calendar management. Users like Jeeva.ai's ability to save time by automating tasks, its user-friendly interface, and its high data accuracy which aids in efficient lead generation. Users reported issues with the platform's responsiveness, difficulty in editing emails, inaccuracies in the database, and a complex credit system that can interrupt workflow.
Close is a conversation-first CRM (customer relationship management) solution built for founders and small, scaling sales teams to manage every conversation in one place — so they can move faster and
Close is a customer relationship management (CRM) tool that offers features such as lead management, email automation, and sales analytics to streamline sales processes. Reviewers appreciate Close's user-friendly interface, AI features, and integrated communication tools, which enhance efficiency and ease of navigation. Reviewers mentioned issues with limited customization options, occasional system lags, and challenges with specific features like power dialer and lead status management.
6,569 Twitter followers
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.
