# Best AI Sales Assistant Software - Page 7 *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* AI sales assistant software helps sales representatives automate routine tasks and gain predictive insights, including lead qualification, follow-up, pipeline management, forecasting, meeting scheduling, and data entry, freeing up time for more complex selling activities through embedded artificial intelligence. ### Core Capabilities of AI Sales Assistant Software 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 ### Common Use Cases for AI Sales Assistant Software Sales and marketing teams use AI sales assistants to reduce time spent on administrative work and focus more energy on high-value interactions. Common use cases include: - Automating lead qualification, follow-up sequences, and meeting scheduling to accelerate pipeline progression - Providing AI-driven forecasting and pipeline insights to help managers prioritize opportunities - Handling data entry and CRM updates automatically to keep records accurate without manual input ### How AI Sales Assistant Software Differs from Other Tools AI sales assistants can have broad overlap with [conversational marketing software](https://www.g2.com/categories/conversational-marketing), [sales analytics software](https://www.g2.com/categories/sales-analytics), and [sales intelligence software](https://www.g2.com/categories/sales-intelligence). However, AI sales assistants are differentiated by their focus on task automation through embedded AI, working alongside or integrating with [CRM software](https://www.g2.com/categories/crm) to automate the routine operational work that would otherwise consume a salesperson's time. ### Insights from G2 on AI Sales Assistant Software Based on category trends on G2, automated follow-up capabilities and AI-driven pipeline insights stand out as standout features. Increased productivity from reduced manual tasks and faster lead response stand out as primary outcomes of adoption. ## Top AI Sales Assistant Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) | 4.4/5.0 (24,648 reviews) | CRM-native AI inside Salesforce workflows | "[Powerful, Customizable Sales Platform—But Needs Onboarding to Tame Complexity](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12936463)" | | 2 | [Gong](https://www.g2.com/products/gong/reviews) | 4.7/5.0 (6,496 reviews) | Revenue intelligence anchored in call analysis | "[Actionable Conversation Insights That Keep Teams Aligned.](https://www.g2.com/survey_responses/gong-review-12837945)" | | 3 | [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) | 4.4/5.0 (13,247 reviews) | Structured sales workflows tied to native CRM | "[Comprehensive and User-Friendly CRM for Streamlined Sales Processes](https://www.g2.com/survey_responses/hubspot-sales-hub-review-9655871)" | | 4 | [Salesloft](https://www.g2.com/products/salesloft/reviews) | 4.5/5.0 (4,152 reviews) | Multi-channel sales engagement with cadences | "[Boosts Sales Execution with Structured Cadences and CRM-Integrated Insights](https://www.g2.com/survey_responses/salesloft-review-12628860)" | | 5 | [Apollo.io](https://www.g2.com/products/apollo-io/reviews) | 4.7/5.0 (9,342 reviews) | Combined data and engagement platform for outbound | "[Best value B2B prospecting tool on the market today](https://www.g2.com/survey_responses/apollo-io-review-12700971)" | | 6 | [GTM Workspace - Powered by ZoomInfo](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/reviews) | 4.5/5.0 (8,875 reviews) | Enterprise B2B contact data with AI sales workspace | "[A Powerful AI Tool for Inside Sales Success](https://www.g2.com/survey_responses/gtm-workspace-powered-by-zoominfo-review-12894485)" | | 7 | [Fathom](https://www.g2.com/products/fathom-video/reviews) | 5.0/5.0 (6,883 reviews) | Accurate AI meeting summaries with effortless setup | "[Excellent Free Plan, Solid Support, and a robust MCP](https://www.g2.com/survey_responses/fathom-review-13001468)" | | 8 | [Storylane](https://www.g2.com/products/storylane/reviews) | 4.7/5.0 (1,500 reviews) | — | "[Intuitive, Clean UI with Solid Performance and Helpful AI Features](https://www.g2.com/survey_responses/storylane-review-13022553)" | | 9 | [Qualified](https://www.g2.com/products/qualified/reviews) | 4.9/5.0 (1,487 reviews) | AI SDR for inbound pipeline from website visitors | "[On-Point Success Architect and Clear Project Direction](https://www.g2.com/survey_responses/qualified-review-13038507)" | | 10 | [B2B Rocket](https://www.g2.com/products/b2b-rocket/reviews) | 4.8/5.0 (294 reviews) | AI BDR agents for high-volume B2B outbound | "[Overall Great Experience](https://www.g2.com/survey_responses/b2b-rocket-review-12621068)" | --- ## What Are the Most Common Questions About AI Sales Assistant Software? *AI-generated · Last updated: May 26, 2026* ### Which affordable AI sales assistants for medium businesses? Based on G2 reviews, buyers looking for affordable options in this category often focus on tools that reduce manual follow-up, keep prospect activity organized, and help teams move faster without adding heavy process overhead. According to verified users, [Gong](https://www.g2.com/products/gong/reviews) is frequently mentioned for meeting summaries and coaching workflows, while [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) is praised for ease of use, lead management, and automation in one place. G2 reviewers mention [Fathom](https://www.g2.com/products/fathom-video/reviews) for note-taking and meeting recap support that helps teams stay focused during conversations. Across reviews, affordability concerns usually show up alongside ease of adoption and time savings. **Here are some of the top-rated products on G2:** - [Gong](https://www.g2.com/products/gong/reviews) – used for call summaries, coaching, deal visibility, and follow-up support - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) – helps teams centralize leads, automate follow-ups, and manage pipeline activity - [Fathom](https://www.g2.com/products/fathom-video/reviews) – supports meeting transcription, action items, and quick recap sharing for sales conversations ### What best sales AI software according to reviews? Based on G2 reviews, Gong stands out in this dataset as the most visible option for teams that want AI support around sales conversations, follow-up preparation, and coaching. According to verified users, Gong helps teams capture calls, generate summaries, surface next steps, and improve manager visibility into deal progress without relying only on rep notes. G2 reviewers mention that it is especially useful for reviewing calls, onboarding reps, and understanding customer concerns faster. At the same time, reviewers also note a learning curve and occasional need to validate AI-generated highlights, so buyers should weigh ease of adoption alongside the value of centralized conversation intelligence. **Here are some of the top-rated products on G2:** - [Gong](https://www.g2.com/products/gong/reviews) – supports call analysis, coaching, meeting summaries, and deal visibility from real customer conversations ### What best AI tool for enhancing sales process? Based on G2 reviews, Gong appears as the strongest single pick in this category data for enhancing the sales process through call visibility, summaries, and follow-up support. According to verified users, it helps teams review conversations, understand why deals are slowing down, coach reps more effectively, and stay present during meetings without constant note-taking. G2 reviewers mention that searchable transcripts, AI-generated recaps, and insights into customer concerns make it easier to improve messaging and keep pipeline work organized. Buyers should note that reviewers also mention an initial learning curve and occasional accuracy checks on summaries, but overall the product is repeatedly tied to better visibility and more consistent execution. **Here are some of the top-rated products on G2:** - [Gong](https://www.g2.com/products/gong/reviews) – helps sales teams improve call coaching, follow-ups, and process visibility through conversation intelligence ### What most recommended AI service for sales teams? Based on G2 reviews, the most commonly recommended products for sales teams in this dataset focus on conversation intelligence, CRM-centered workflow support, and admin reduction. According to verified users, [Gong](https://www.g2.com/products/gong/reviews) is often used for recording calls, generating summaries, and coaching teams from actual conversations. G2 reviewers mention [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) for lead prioritization, pipeline visibility, and reducing repetitive work inside a broader sales workflow. Reviewers also point to [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) for centralized lead management, automation, and easier adoption across growing teams. The common thread is saving rep time while improving focus on the right opportunities. **Here are some of the top-rated products on G2:** - [Gong](https://www.g2.com/products/gong/reviews) – used for coaching, call summaries, searchable transcripts, and deal insight - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) – supports lead prioritization, CRM updates, and pipeline management - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) – centralizes outreach, deal tracking, and follow-up workflows for sales teams ### What AI software most effective for improving sales? Based on G2 reviews, products seen as most effective for improving sales tend to help teams move faster on follow-up, reduce admin work, and create better visibility into what buyers are saying. According to verified users, [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) is frequently associated with automating lead qualification, organizing pipeline activity, and centralizing work in one place. G2 reviewers mention [Gong](https://www.g2.com/products/gong/reviews) for improving coaching and surfacing actionable call insights, while [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) is often tied to cleaner workflows, easier follow-up management, and stronger visibility into deals. Across reviews, effectiveness is usually linked to time savings and more focused selling. ### What best AI sales assistant software for small business? Based on G2 reviews, Gong comes through as the clearest single winner in this dataset when buyers want an AI sales assistant software option that helps small teams stay organized around conversations and follow-up. According to verified users, it reduces manual note-taking by recording meetings, generating summaries, highlighting next steps, and making it easier to review calls later for coaching or preparation. G2 reviewers mention that it helps teams understand deal health and customer sentiment faster, which can be especially useful when a smaller sales team has to do more with less. Reviewers also mention some onboarding and usability learning, but the recurring value centers on visibility, call intelligence, and saved time. **Here are some of the top-rated products on G2:** - [Gong](https://www.g2.com/products/gong/reviews) – helps smaller teams capture calls, summarize meetings, and stay on top of follow-ups ### Which AI sales assistant software do other businesses use? Based on G2 reviews, the most commonly used products represented in this category data are [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews), [Gong](https://www.g2.com/products/gong/reviews), and [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews). According to verified users, businesses use Agentforce Sales for lead prioritization, CRM updates, and pipeline management; Gong for call recording, summaries, and coaching; and HubSpot Sales Hub for centralizing outreach, deal tracking, and automation. G2 reviewers mention these tools in the context of reducing manual work, improving response consistency, and making customer interactions easier to track. Which one fits best usually depends on whether the team’s priority is workflow automation, conversation intelligence, or all-in-one CRM coordination. ### What top-rated AI app for sales? Based on G2 reviews, the top-rated apps in this category dataset emphasize faster follow-up, easier note capture, and stronger visibility into pipeline activity. According to verified users, [Gong](https://www.g2.com/products/gong/reviews) is widely used for conversation intelligence and coaching, while [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) supports organized outreach and pipeline management. G2 reviewers mention [Fathom](https://www.g2.com/products/fathom-video/reviews) as a practical option for meeting summaries, transcripts, and action items that help reps stay present in calls. Across these reviews, buyers consistently value apps that cut admin time, preserve customer context, and make next steps easier to act on. **Here are some of the top-rated products on G2:** - [Gong](https://www.g2.com/products/gong/reviews) – best suited for teams that want searchable call insights and coaching workflows - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) – works well for lead tracking, follow-up automation, and CRM visibility - [Fathom](https://www.g2.com/products/fathom-video/reviews) – useful for capturing meeting notes, transcripts, and action items automatically ### What what's the top AI sales app for increasing leads? Based on G2 reviews, Gong is the strongest single winner in this dataset for buyers asking about an AI sales app that helps increase leads through better call handling, customer insight, and follow-up execution. According to verified users, it helps teams capture conversations, understand customer concerns, coach reps, and stay on top of what to do next without depending on scattered notes. G2 reviewers mention that the platform improves visibility into deal progress and helps sales teams learn what messaging resonates by analyzing real interactions. While some users note a learning curve and occasional need to validate AI outputs, the recurring theme is that better conversation visibility supports more effective prospecting and follow-through. **Here are some of the top-rated products on G2:** - [Gong](https://www.g2.com/products/gong/reviews) – helps teams capture lead conversations, identify next steps, and improve messaging through call analysis ### What best rated AI sales assistant tools? Based on G2 reviews, the best rated AI sales assistant tools in this dataset usually combine sales conversation support, workflow automation, and centralized lead management. According to verified users, [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) is tied to automating CRM tasks and improving pipeline control, while [Gong](https://www.g2.com/products/gong/reviews) is valued for summaries, searchable calls, and coaching insights. G2 reviewers mention [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) for lead organization, follow-up consistency, and user-friendly workflow management. Buyers comparing AI Sales Assistant Software on G2 often care most about which tool reduces manual work while helping reps act faster and stay organized. **Here are some of the top-rated products on G2:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) – useful for CRM automation, lead prioritization, and deal management - [Gong](https://www.g2.com/products/gong/reviews) – strong for coaching, call capture, and surfacing next steps from conversations - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) – helps teams run outreach, track deals, and manage sales activity in one place ## How Many AI Sales Assistant Software Products Does G2 Track? **Total Products under this Category:** 675 ### Category Stats (Jul 2026) - **Average Rating**: 4.62/5 (↑0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Whyzer (+2.78%) - Among all products in this category, Whyzer recorded the largest rating increase compared to last month *Last updated: July 01, 2026* ## How Does G2 Rank AI Sales Assistant Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 175,900+ Authentic Reviews - 675+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## Which AI Sales Assistant Software Is Best for Your Use Case? - **Leader:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - **Highest Performer:** [Substrata](https://www.g2.com/products/substrata-substrata/reviews) - **Easiest to Use:** [Fathom](https://www.g2.com/products/fathom-video/reviews) - **Top Trending:** [Jeeva AI](https://www.g2.com/products/jeeva-ai/reviews) - **Best Free Software:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) --- **Sponsored** ### Alta | AI GTM System of Actions Alta is an AI GTM System of Actions that enables B2B sales and marketing teams to automate top-of-funnel execution across prospecting, outreach, lead qualification, calling, and pipeline analytics through a unified system of AI agents. Designed for revenue teams at growth-stage and enterprise B2B companies, Alta replaces the fragmented stack of point solutions typically used across SDR workflows, inbound qualification, and ad targeting. The platform centers on three AI agents — Katie, Alex, and Luna — that share a unified data layer, allowing signal from each channel to inform and improve the others automatically. Katie – AI SDR Agent handles outbound research and execution. It pulls from CRM data and 50+ external sources to identify high-intent accounts, builds prospect lists based on buying signals, and runs multi-channel outreach sequences across email, LinkedIn, and phone. Katie also syncs audience data with ad platforms including Google Ads and Meta to align outbound prospecting with paid campaigns. Alex – AI Calling and Inbound Agent manages inbound lead qualification and outbound calling. Alex conducts AI-driven voice conversations, scores lead intent, routes qualified buyers to the appropriate sales representative, books meetings directly to calendar, and surfaces cross-sell and upsell opportunities within existing accounts. Conversation data feeds back into targeting and ad audiences. Luna – AI Growth and Intelligence Agent serves as the analytics and operations layer. Luna monitors pipeline health in real time, identifies bottlenecks and anomalies, alerts revenue teams to key changes, and integrates with CRM systems, ad platforms, and data sources to consolidate reporting without manual input. Key capabilities and product characteristics: - Unified AI agent system covering prospecting, outreach, calling, inbound qualification, and pipeline intelligence in one platform - Multi-channel outreach orchestration across email, LinkedIn, and phone with automated personalization - Inbound-to-outbound data loop: signals from calls and inbound activity automatically sharpen outbound targeting and ad audiences - Native integrations with HubSpot, Salesforce, Google Ads, Meta, Slack, and 50+ additional platforms - SOC 2 Type II and ISO certified Alta is used by B2B revenue teams across industries including technology, financial services, and SaaS. Customers include Snowflake, Deel, and Riverside.fm. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1389&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1318146&secure%5Bresource_id%5D=1389&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fai-sales-assistant&secure%5Btoken%5D=fa42a33b68250322d57737b6a52623defa9d35f4f317b59ae348abd097eb83f3&secure%5Burl%5D=https%3A%2F%2Fwww.altahq.com%2F%3Futm_campaign%3DOnline%2520Communities%26utm_source%3Dg2_paid%26utm_medium%3Dai_sales_assistant&secure%5Burl_type%5D=paid_promos) --- ## AI Sales Assistant Software Features & Capabilities ### What are the Best AI Sales Assistant Software with Meeting Scheduling ? Utilizes natural language processing to set up meetings. **Top-rated AI Sales Assistant Software for Meeting Scheduling :** - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Apollo.io](https://www.g2.com/products/apollo-io/reviews) - [GTM Workspace - Powered by ZoomInfo](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/reviews) [Explore AI Sales Assistant Software with Meeting Scheduling ](https://www.g2.com/categories/ai-sales-assistant/f/meeting-scheduling) ### What are the Best AI Sales Assistant Software with Lead Follow-up? Automatically contacts all leads. **Top-rated AI Sales Assistant Software for Lead Follow-up:** - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Apollo.io](https://www.g2.com/products/apollo-io/reviews) - [GTM Workspace - Powered by ZoomInfo](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/reviews) [Explore AI Sales Assistant Software with Lead Follow-up](https://www.g2.com/categories/ai-sales-assistant/f/lead-follow-up) ### What are the Best AI Sales Assistant Software with Sales Forecasting ? Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. **Top-rated AI Sales Assistant Software for Sales Forecasting :** - [Gong](https://www.g2.com/products/gong/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Apollo.io](https://www.g2.com/products/apollo-io/reviews) [Explore AI Sales Assistant Software with Sales Forecasting ](https://www.g2.com/categories/ai-sales-assistant/f/sales-forecasting) ### What are the Best AI Sales Assistant Software with Customer-facing Chatbot? Offers a chatbot to initiate and carryout inital conversations with prospects and leads. **Top-rated AI Sales Assistant Software for Customer-facing Chatbot:** - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Apollo.io](https://www.g2.com/products/apollo-io/reviews) - [GTM Workspace - Powered by ZoomInfo](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/reviews) [Explore AI Sales Assistant Software with Customer-facing Chatbot](https://www.g2.com/categories/ai-sales-assistant/f/customer-facing-chatbot) ## What Are the Top-Rated AI Sales Assistant Software Products in 2026? ### 1. [Converta](https://www.g2.com/products/converta/reviews) Converta is a sales co-pilot that records sales meetings and automates routine tasks of your sales team. The platform analyzes sales meetings in more than 50 languages and fills out 100+ standard deal-related fields in your CRM with the option to create custom ones. **Average Rating:** 5.0/5.0 **Total Reviews:** 10 **How Do G2 Users Rate Converta?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.4/10) - **Peformance Tracking:** 9.7/10 (Category avg: 8.4/10) - **Integrations / APIs:** 10.0/10 (Category avg: 8.7/10) - **Coaching :** 8.6/10 (Category avg: 8.4/10) **Who Is the Company Behind Converta?** - **Seller:** [Converta](https://www.g2.com/sellers/converta) - **Year Founded:** 2023 - **HQ Location:** Berlin, DE - **LinkedIn® Page:** https://www.linkedin.com/company/convertaai/ (1 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 90% Small-Business, 10% Mid-Market #### What Are Recent G2 Reviews of Converta? **"[The first Sales Co-Pilot that really works for me](https://www.g2.com/survey_responses/converta-review-9788203)"** **Rating:** 5.0/5.0 stars *— Johannes K.* [Read full review](https://www.g2.com/survey_responses/converta-review-9788203) --- **"[A Breakthrough for Optimizing Processes and Sales Feedback](https://www.g2.com/survey_responses/converta-review-9839536)"** **Rating:** 5.0/5.0 stars *— Giovanni S.* [Read full review](https://www.g2.com/survey_responses/converta-review-9839536) --- ### 2. [Signum.AI](https://www.g2.com/products/signum-ai-2025-05-14/reviews) Signum.AI is the AI Visibility Platform built for generative search. As buyers increasingly discover products through ChatGPT, Perplexity, and Gemini rather than traditional search, your brand's presence in AI-generated answers has become the most critical competitive battleground. Signum.AI shows B2B marketing, strategy, and product teams exactly how their brand appears in generative search, why competitors are winning more AI mentions, and what to do to dominate AI-generated responses in their category. The platform continuously monitors how your competitors appear across AI search engines, tracks shifts in their messaging and positioning, and surfaces the signals that explain why certain brands get recommended by AI and others don't. You get clear, actionable intelligence — not noise — so your team can focus on what actually moves the needle. For B2B companies, Signum.AI also tracks executive communications and digital campaigns across websites, social media, and ad libraries, giving you a full picture of how competitors build their AI visibility and where opportunities exist for you to outperform them. Unlike traditional monitoring tools, Signum.AI combines AI models fine-tuned for visibility analysis, proprietary data sources, and human analysts who validate and enrich insights. The result is a strategic view of your AI visibility landscape so you always know where you stand and exactly what to do next. If winning in generative search is critical to your growth strategy, Signum.AI delivers the intelligence you need to get there first. **Average Rating:** 4.8/5.0 **Total Reviews:** 10 **How Do G2 Users Rate Signum.AI?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.4/10) - **Peformance Tracking:** 9.2/10 (Category avg: 8.4/10) - **Integrations / APIs:** 8.3/10 (Category avg: 8.7/10) - **Coaching :** 8.3/10 (Category avg: 8.4/10) **Who Is the Company Behind Signum.AI?** - **Seller:** [Signum.ai](https://www.g2.com/sellers/signum-ai) - **HQ Location:** New York, NY - **Twitter:** @SignumAI (508 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/signum-ai/ (8 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Signum.AI's Pros and Cons? **Pros:** - Effective (3 reviews) - Helpful (3 reviews) - Lead Generation (3 reviews) - Automation (1 reviews) - Conversation Analysis (1 reviews) ### What Do G2 Reviewers Say About Signum.AI? *AI-generated summary from verified user reviews* **Pros:** - Users commend Signum.AI for its **effective sales boosting** capabilities, enhancing engagement and outreach success significantly. - Users value the **quick and efficient support** from Signum.AI, enhancing their outreach and collaboration experiences. - Users celebrate the **effective lead generation** of Signum.AI, enhancing outreach and yielding successful client engagements. - Users appreciate the **automation** of Signum.AI, which streamlines outreach and enhances client engagement effectively. - Users find **Signum.AI's solutions effective** for enhancing cold outreach and achieving higher conversion rates. #### What Are Recent G2 Reviews of Signum.AI? **"[Exceptional service provided by Signum.ai](https://www.g2.com/survey_responses/signum-ai-review-9543076)"** **Rating:** 5.0/5.0 stars *— Verified User in Financial Services* [Read full review](https://www.g2.com/survey_responses/signum-ai-review-9543076) --- **"[Excellent Tool for Identifying Ready-to-Buy Customers](https://www.g2.com/survey_responses/signum-ai-review-9521392)"** **Rating:** 4.5/5.0 stars *— Aleksandr G.* [Read full review](https://www.g2.com/survey_responses/signum-ai-review-9521392) --- ### 3. [MightyForms](https://www.g2.com/products/mightyforms/reviews) Create online forms. Automate workflows. Track Analytics. MightyForms is an All-in-One Intake Platform that transforms the way you build and manage forms. Automatically recapture lost leads with the Form Abandonment Recovery tool, where you can send a custom message to visitors that abandon your form and invite them to complete their submission. Track your form performance with the native Form Analytics report, or integrate with Google Analytics. Send form data straight to your CRMs with integrations, Zapier, or even Webhooks and pre-filling forms. MightyForms drag & drop Form Builder offers free form templates and full customization options. Receive payments through Stripe and, no matter which plan you choose, get all builder features available. Start building smarter forms today. **Average Rating:** 4.3/5.0 **Total Reviews:** 57 **How Do G2 Users Rate MightyForms?** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.4/10) - **Peformance Tracking:** 8.6/10 (Category avg: 8.4/10) - **Integrations / APIs:** 9.3/10 (Category avg: 8.7/10) - **Coaching :** 8.8/10 (Category avg: 8.4/10) **Who Is the Company Behind MightyForms?** - **Seller:** [MightyForms](https://www.g2.com/sellers/mightyforms) - **Year Founded:** 2018 - **HQ Location:** Cleveland, Ohio - **Twitter:** @MightyForms (191 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/mightyforms/ (1 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Marketing and Advertising - **Company Size:** 92% Small-Business, 8% Mid-Market #### What Are Recent G2 Reviews of MightyForms? **"[All-round form builder](https://www.g2.com/survey_responses/mightyforms-review-4460623)"** **Rating:** 5.0/5.0 stars *— Didrik S B.* [Read full review](https://www.g2.com/survey_responses/mightyforms-review-4460623) --- **"[Only form i've found that imports from google sheets.](https://www.g2.com/survey_responses/mightyforms-review-7841645)"** **Rating:** 5.0/5.0 stars *— James R.* [Read full review](https://www.g2.com/survey_responses/mightyforms-review-7841645) --- #### What Are G2 Users Discussing About MightyForms? - [How do I create my own form?](https://www.g2.com/discussions/how-do-i-create-my-own-form) - [What is POWR form builder?](https://www.g2.com/discussions/what-is-powr-form-builder) - [What does it mean to automate a form?](https://www.g2.com/discussions/what-does-it-mean-to-automate-a-form) - [What is mighty form?](https://www.g2.com/discussions/what-is-mighty-form) ### 4. [Weflow](https://www.g2.com/products/weflow/reviews) Weflow is a Revenue AI Platform that captures every customer interaction and unlocks AI insights to help you convert and forecast your pipeline. Weflow offers a suite of products: - Activity Capture ($19/user/month (billed annually) - Conversation Intelligence ($39/user/month (billed annually) - Deal Intelligence & Forecasting ($39/user/month (billed annually) Pick single modules from above or bundles to save: - Revenue AI Foundation : Unify your GTM data with automated Salesforce data capture. Use AI to handle rep workflows and coach your team. - Revenue AI Business: Everything in Foundation, plus full deal and account intelligence. AI-powered scoring, summaries, and pipeline visibility, built in. - Revenue AI Enterprise: Everything in Business, plus AI-powered forecasting. Predict revenue, analyze pipeline, and run forecasts across your org. Transparent pricing, no platform fees. Premium support included. Learn more at: weflow.ai **Average Rating:** 4.6/5.0 **Total Reviews:** 120 **How Do G2 Users Rate Weflow?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.4/10) - **Peformance Tracking:** 10.0/10 (Category avg: 8.4/10) - **Integrations / APIs:** 8.7/10 (Category avg: 8.7/10) - **Coaching :** 9.2/10 (Category avg: 8.4/10) **Who Is the Company Behind Weflow?** - **Seller:** [Weflow](https://www.g2.com/sellers/weflow) - **Year Founded:** 2021 - **HQ Location:** Berlin, DE - **Twitter:** @getweflow (56 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/getweflow/ (27 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive - **Top Industries:** Computer Software, Marketing and Advertising - **Company Size:** 48% Mid-Market, 26% Small-Business #### What Are Weflow's Pros and Cons? **Pros:** - Accuracy (1 reviews) - Analytics (1 reviews) - Customer Support (1 reviews) - Data Accuracy (1 reviews) - Ease of Use (1 reviews) **Cons:** - Salesforce Integration (1 reviews) ### What Do G2 Reviewers Say About Weflow? *AI-generated summary from verified user reviews* **Pros:** - Users value the **exceptional data accuracy** of Weflow, enhancing clarity in pipeline management and forecasting discussions. - Users value the **high data accuracy** of Weflow, enabling improved pipeline management and effective revenue conversations. - Users value the **exceptional customer support** of Weflow for enhancing data accuracy and improving pipeline management. - Users value the **80% data accuracy** Weflow offers, enhancing conversations about pipeline management and forecasting. - Users appreciate the **ease of use** of Weflow, facilitating seamless data entry and improving CRM interactions. **Cons:** - Users find that Weflow is just **another widget on Salesforce** , which may add to clutter rather than streamline functionality. #### What Are Recent G2 Reviews of Weflow? **"[No more writing up notes after client calls](https://www.g2.com/survey_responses/weflow-review-12870542)"** **Rating:** 5.0/5.0 stars *— Laszlo P.* [Read full review](https://www.g2.com/survey_responses/weflow-review-12870542) --- **"[Weflow changed how I manage my meetings allowing me to focus on the client, not on my notes.](https://www.g2.com/survey_responses/weflow-review-12856790)"** **Rating:** 5.0/5.0 stars *— Angel Rene L.* [Read full review](https://www.g2.com/survey_responses/weflow-review-12856790) --- #### What Are G2 Users Discussing About Weflow? - [What is Weflow used for?](https://www.g2.com/discussions/what-is-weflow-used-for) ### 5. [Fullcast](https://www.g2.com/products/fullcast-inc-fullcast/reviews) Fullcast is a sales performance management platform that provides AI, enabled, end-to-end management of revenue operations, from Plan to Pay. Products include Fullcast Plan (territory management, quotas, and capacity planning), Fullcast Perform (routing and policies), and Fullcast Pay (commissions) solutions. Fullcast empowers sales teams to sell more efficiently with AI-powered sales performance management. Our software and strategic solutions help thousands of go-to-market professionals optimize operations, proactively engage with their customers, and inform go-to-market decisions. We seamlessly connect go-to-market planning activities with tactical sales execution, enabling your operations, sales, finance, marketing, and customer success teams to make continuous adjustments in response to real-time strategy changes. From territory management to commissions and performance tracking, we operate with speed, agility, and AI-powered automation. **Average Rating:** 4.6/5.0 **Total Reviews:** 453 **How Do G2 Users Rate Fullcast?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.4/10) - **Peformance Tracking:** 7.2/10 (Category avg: 8.4/10) - **Integrations / APIs:** 6.0/10 (Category avg: 8.7/10) - **Coaching :** 7.6/10 (Category avg: 8.4/10) **Who Is the Company Behind Fullcast?** - **Seller:** [Fullcast, Inc.](https://www.g2.com/sellers/fullcast-inc) - **Company Website:** https://www.fullcast.com/ - **Year Founded:** 2017 - **HQ Location:** Salt Lake City, UT - **LinkedIn® Page:** https://www.linkedin.com/company/fullcast-ai/ (407 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Founder, Account Executive - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 62% Small-Business, 30% Mid-Market #### What Are Fullcast's Pros and Cons? **Pros:** - Helpful (13 reviews) - Insights (12 reviews) - Ease of Use (9 reviews) - AI Summary (8 reviews) - Intuitive (8 reviews) **Cons:** - Data Management Issues (6 reviews) - Learning Curve (5 reviews) - Integration Issues (4 reviews) - Data Inaccuracy (3 reviews) - Difficult Navigation (3 reviews) ### What Do G2 Reviewers Say About Fullcast? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **data-driven insights** from Fullcast, enhancing coaching and progress tracking for their sales teams. - Users value the **data-driven insights** of Atrium, enhancing proactive coaching and improving performance tracking for sales teams. - Users appreciate the **ease of use** of Fullcast, enjoying intuitive dashboards and seamless data tracking capabilities. - Users appreciate the **intuitive dashboards** of Atrium, enhancing insights and tracking team performance effectively. - Users value the **intuitive AI** features that enhance coaching and self-reflection, significantly improving sales performance. **Cons:** - Users face **data management issues** , with delays in updates and challenges in associating activities accurately. - Users note a **steep learning curve** with Fullcast, which may hinder productivity for those unfamiliar with its features. - Users report **integration issues** with CRM, as data lags and user management remains a manual and time-consuming process. - Users experience **data inaccuracies** with Fullcast, leading to confusion and undermining effective coaching efforts. - Users find the **difficult navigation** of Fullcast frustrating, often leading to a cluttered and cumbersome experience. #### What Are Recent G2 Reviews of Fullcast? **"[Copy.ai is a great business writing assistant](https://www.g2.com/survey_responses/fullcast-review-6756970)"** **Rating:** 5.0/5.0 stars *— Jan-Paul B.* [Read full review](https://www.g2.com/survey_responses/fullcast-review-6756970) --- **"[Powerful, Flexible Territory Modeling with Seamless Salesforce Integration](https://www.g2.com/survey_responses/fullcast-review-12908457)"** **Rating:** 4.0/5.0 stars *— Jess T.* [Read full review](https://www.g2.com/survey_responses/fullcast-review-12908457) --- #### What Are G2 Users Discussing About Fullcast? - [Do you recommend Ebsta Inbox for Salesforce integration, and what benefits have you observed?](https://www.g2.com/discussions/do-you-recommend-ebsta-inbox-for-salesforce-integration-and-what-benefits-have-you-observed) - [What is Copy.ai used for?](https://www.g2.com/discussions/what-is-copy-ai-used-for) - [What is Ebsta Inbox used for?](https://www.g2.com/discussions/what-is-ebsta-inbox-used-for) - [What is Ebsta's Revenue Intelligence Platform used for?](https://www.g2.com/discussions/what-is-ebsta-s-revenue-intelligence-platform-used-for) - [What is Commissionly used for?](https://www.g2.com/discussions/what-is-commissionly-used-for) ### 6. [SetSail](https://www.g2.com/products/setsail/reviews) SetSail is the AI analyst for revenue teams. Built on your sales data and tuned to your sales process, SetSail delivers timely, actionable insights that help go-to-market teams sell smarter. **Average Rating:** 4.6/5.0 **Total Reviews:** 126 **How Do G2 Users Rate SetSail?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.4/10) - **Peformance Tracking:** 9.3/10 (Category avg: 8.4/10) - **Integrations / APIs:** 8.7/10 (Category avg: 8.7/10) - **Coaching :** 9.0/10 (Category avg: 8.4/10) **Who Is the Company Behind SetSail?** - **Seller:** [SetSail](https://www.g2.com/sellers/setsail) - **Year Founded:** 2018 - **HQ Location:** San Mateo, CA - **Twitter:** @setsail (212 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/35627662/ (15 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Sales Development Representative, Account Executive - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 43% Mid-Market, 39% Enterprise #### What Are SetSail's Pros and Cons? **Pros:** - Daily Use (1 reviews) - Ease of Use (1 reviews) - Efficiency (1 reviews) - Helpful (1 reviews) - Motivation (1 reviews) ### What Do G2 Reviewers Say About SetSail? *AI-generated summary from verified user reviews* **Pros:** - Users find SetSail to be **great for daily activity tracking** , motivating teams to excel through its leaderboard feature. - Users find SetSail’s **ease of use** invaluable for effortlessly tracking daily activities and fostering healthy competition. - Users find SetSail highly efficient, with **easy tracking of daily activities** and a motivating leaderboard for team performance. - Users commend SetSail for its **easy activity tracking** , with the leaderboard motivating team performance effectively. - Users love how SetSail enhances productivity with its **motivating leaderboard** and effortless daily activity tracking. #### What Are Recent G2 Reviews of SetSail? **"[Boosting Sales and Efficiency with SetSail](https://www.g2.com/survey_responses/setsail-review-9978676)"** **Rating:** 4.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/setsail-review-9978676) --- **"[Changed the way I look at daily tasks](https://www.g2.com/survey_responses/setsail-review-7468207)"** **Rating:** 5.0/5.0 stars *— James C.* [Read full review](https://www.g2.com/survey_responses/setsail-review-7468207) --- #### What Are G2 Users Discussing About SetSail? - [What is SetSail used for?](https://www.g2.com/discussions/what-is-setsail-used-for) ### 7. [Xactly](https://www.g2.com/products/xactly/reviews) Xactly is the AI-first Sales Performance Orchestration platform built for the world’s most ambitious revenue engines. Building on two decades of industry leadership, Xactly is redefining revenue performance by moving beyond manual management to autonomous orchestration. The platform leverages Xactly Intelligence and a fleet of AI Agents to synchronize the full revenue lifecycle, from planning and design to incentives and forecasting. By unifying these critical work streams into one intelligent system, Xactly enables global enterprises to align strategy with execution and scale with absolute conviction. Transform your revenue engine at XactlyCorp.com. **Average Rating:** 4.2/5.0 **Total Reviews:** 1,079 **How Do G2 Users Rate Xactly?** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.4/10) - **Peformance Tracking:** 8.5/10 (Category avg: 8.4/10) - **Integrations / APIs:** 8.1/10 (Category avg: 8.7/10) - **Coaching :** 8.2/10 (Category avg: 8.4/10) **Who Is the Company Behind Xactly?** - **Seller:** [Xactly](https://www.g2.com/sellers/xactly) - **Company Website:** https://www.xactlycorp.com - **Year Founded:** 2005 - **HQ Location:** San Jose, CA - **Twitter:** @Xactly (21,081 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/22530/ (894 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 56% Enterprise, 37% Mid-Market #### What Are Xactly's Pros and Cons? **Pros:** - Ease of Use (182 reviews) - Calculations (73 reviews) - Sales Incentives (70 reviews) - Incentives (61 reviews) - Compensation Management (60 reviews) **Cons:** - Not Intuitive (49 reviews) - Slow Loading (48 reviews) - Learning Curve (42 reviews) - Not User-Friendly (36 reviews) - Poor Interface Design (36 reviews) ### What Do G2 Reviewers Say About Xactly? *AI-generated summary from verified user reviews* **Pros:** - Users find Xactly very **easy to use** , streamlining the commission management process with its intuitive interface. - Users value the **effective handling of complex sales incentive calculations** in Xactly, enhancing transparency and motivation. - Users appreciate the **effective handling of complex sales incentive calculations** in Xactly, enhancing team versatility and workflow integration. - Users value the **intuitive platform for tracking incentives** , enhancing their ability to manage compensation and performance effectively. - Users value the **quick and accurate compensation calculations** of Xactly, enhancing visibility into performance and rewards. **Cons:** - Users find Xactly's **usability lacking** , struggling with an unintuitive interface and complex navigation issues. - Users experience **slow loading times** with Xactly, causing delays in report updates and frustrating navigation issues. - Users struggle with a **steep learning curve** due to clunky navigation and confusing UI changes affecting usability. - Users find Xactly's **user interface not friendly** , making it challenging to navigate and understand key functionalities. - Users criticize the **poor interface design** of Xactly, citing unintuitive navigation and outdated visual presentation. #### What Are Recent G2 Reviews of Xactly? **"[Intuitive UI, Exceptional AI Features with Room for Analytics Improvement](https://www.g2.com/survey_responses/xactly-review-8239)"** **Rating:** 5.0/5.0 stars *— Amanda B.* [Read full review](https://www.g2.com/survey_responses/xactly-review-8239) --- **"[Automates Processes but Struggles with Complex Credit Assignments](https://www.g2.com/survey_responses/xactly-review-101319)"** **Rating:** 5.0/5.0 stars *— James A.* [Read full review](https://www.g2.com/survey_responses/xactly-review-101319) --- #### What Are G2 Users Discussing About Xactly? - [What is your experience regarding pricing and costs for Xactly Forecasting, and how does it compare to other forecasting tools?](https://www.g2.com/discussions/what-is-your-experience-regarding-pricing-and-costs-for-xactly-forecasting-and-how-does-it-compare-to-other-forecasting-tools) - [What is Xactly Incent used for?](https://www.g2.com/discussions/what-is-xactly-incent-used-for) - 1 comment - [What is Xactly Forecasting used for?](https://www.g2.com/discussions/what-is-xactly-forecasting-used-for) - [What is Xactly Sales Planning used for?](https://www.g2.com/discussions/what-is-xactly-sales-planning-used-for) - [What is xactly connect?](https://www.g2.com/discussions/what-is-xactly-connect) ### 8. [OrbitShift](https://www.g2.com/products/orbitshift/reviews) OrbitShift is a multi-agent AI full-stack enterprise sales intelligence platform purpose-built for enterprise consultative sales motion to streamline their sales processes and achieve better outcomes faster. With four powerful and seamlessly integrated modules, accountOS, knowledgeOS, rfpOS and marketing OS, OrbitShift facilitates a full deal cycle. OrbitShift empowers sales and marketing teams to identify high-value accounts, get relevant account/people insights, build account plans, generate highly contextual and personalized messages/emails, launch campaigns, access AI driven sales engineering support and automate RFP/RFI responses. **Average Rating:** 4.6/5.0 **Total Reviews:** 30 **How Do G2 Users Rate OrbitShift?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.4/10) - **Peformance Tracking:** 5.0/10 (Category avg: 8.4/10) - **Integrations / APIs:** 7.9/10 (Category avg: 8.7/10) - **Coaching :** 8.2/10 (Category avg: 8.4/10) **Who Is the Company Behind OrbitShift?** - **Seller:** [OrbitShift](https://www.g2.com/sellers/orbitshift) - **Company Website:** https://www.orbitshift.ai - **Year Founded:** 2022 - **HQ Location:** San Francisco, California, United States - **LinkedIn® Page:** https://www.linkedin.com/company/orbitshift-ai (56 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services - **Company Size:** 63% Enterprise, 10% Mid-Market #### What Are OrbitShift's Pros and Cons? **Pros:** - Efficiency (12 reviews) - Ease of Use (10 reviews) - Decision Making (8 reviews) - Time-saving (8 reviews) - Contact Information (7 reviews) **Cons:** - Inaccuracy (5 reviews) - Outdated Data (5 reviews) - Inaccurate Responses (4 reviews) - Outdated Information (4 reviews) - Learning Curve (3 reviews) ### What Do G2 Reviewers Say About OrbitShift? *AI-generated summary from verified user reviews* **Pros:** - Users value the **efficiency** of OrbitShift, centralizing tasks and automating processes to streamline their workflow. - Users value the **ease of use** of OrbitShift, enjoying its intuitive navigation and automation features for better workflow. - Users value the **efficient decision-making** capabilities of OrbitShift, thanks to its centralized insights and timely updates. - Users appreciate OrbitShift for its **time-saving capabilities** , enhancing focus and efficiency in managing client engagements. - Users value the **excellent contact insights** from OrbitShift, greatly aiding in reaching key decision makers. **Cons:** - Users report **data accuracy issues** with OrbitShift, highlighting outdated and mismatched contact information that undermines reliability. - Users find the **outdated data** problematic, leading to frustration with account information accuracy and relevance. - Users find **inaccurate responses** on OrbitShift problematic, citing outdated contact info and inconsistent data reliability. - Users experience **outdated information** on OrbitShift, causing frustration due to inaccuracies and reliability concerns in data provided. - Users find the **learning curve steep** , requiring time and guidance to fully grasp OrbitShift's functionality. #### What Are Recent G2 Reviews of OrbitShift? **"[Effortless Contact Discovery, Needs Data Accuracy Improvement](https://www.g2.com/survey_responses/orbitshift-review-11914594)"** **Rating:** 4.0/5.0 stars *— Adnan A.* [Read full review](https://www.g2.com/survey_responses/orbitshift-review-11914594) --- **"[Time-Saver with Integrated Information](https://www.g2.com/survey_responses/orbitshift-review-11914251)"** **Rating:** 4.0/5.0 stars *— Abdallah H.* [Read full review](https://www.g2.com/survey_responses/orbitshift-review-11914251) --- ### 9. [Rattle](https://www.g2.com/products/rattle/reviews) Rattle makes intricate sales processes easy to follow Revenue teams have detailed, important-to-follow sales processes — it’s your winning formula for securing new business & delivering a consistent customer experience. But we know as much as building out these processes wasn’t easy, it’s even harder to get teams to consistently follow them. Rattle addresses this through automation and AI by creating a two-way workflow between the sales tech stack (CRM, Clari, Gong, etc.) and engagement tools (Teams and Slack). Rattle’s unique approach improves efficiency & streamlines operations for companies like Twilio, Figma, Miro, Gitlab, Algolia, Notion, & Intercom who report a win rate lift of 20%, 15% higher renewal rates, 50% faster lead response times, and 5+ hours/week in time saved for sellers. **Average Rating:** 4.7/5.0 **Total Reviews:** 103 **How Do G2 Users Rate Rattle?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.4/10) - **Peformance Tracking:** 8.8/10 (Category avg: 8.4/10) - **Integrations / APIs:** 9.2/10 (Category avg: 8.7/10) - **Coaching :** 8.6/10 (Category avg: 8.4/10) **Who Is the Company Behind Rattle?** - **Seller:** [Rattle Software Inc.](https://www.g2.com/sellers/rattle-software-inc) - **Year Founded:** 2020 - **HQ Location:** San Francisco, US - **Twitter:** @goRattle (381 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/gorattle/ (52 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Revenue Operations Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 71% Mid-Market, 18% Enterprise #### What Are Rattle's Pros and Cons? **Pros:** - Ease of Use (25 reviews) - Helpful (20 reviews) - Integrations (17 reviews) - Slack Integration (15 reviews) - Salesforce Integration (11 reviews) **Cons:** - Integration Issues (4 reviews) - Missing Features (4 reviews) - Difficult Settings (3 reviews) - Limited Customization (3 reviews) - Software Bugs (3 reviews) ### What Do G2 Reviewers Say About Rattle? *AI-generated summary from verified user reviews* **Pros:** - Users find Rattle to be **easy to use** , appreciating its quick implementation and intuitive dashboard for efficient workflows. - Users value the **organizational reminders** from Rattle, enhancing efficiency and streamlining their workflow effectively. - Users value the **seamless integrations** of Rattle with Slack and Salesforce, enhancing productivity and efficiency in managing data. - Users value the **seamless Slack integration** of Rattle, enhancing organization and ensuring timely updates on opportunities. - Users appreciate the **seamless Salesforce integration** of Rattle, enhancing organization and productivity through efficient notifications and updates. **Cons:** - Users experience **integration issues** with Rattle, particularly concerning compatibility with other tools like Slack. - Users express concerns over **missing features** in Rattle, particularly with intuitiveness and compatibility with newer systems. - Users find **difficult settings** in Rattle, including non-intuitive formatting and unclear error messages, challenging to navigate. - Users find the **limited customization** options restricting their ability to adapt Rattle to their needs. - Users experience **software bugs** that require workarounds, but the responsive support team mitigates frustrations. #### What Are Recent G2 Reviews of Rattle? **"[Keeps Salesforce Updates Seamless](https://www.g2.com/survey_responses/rattle-review-12077759)"** **Rating:** 5.0/5.0 stars *— Abby W.* [Read full review](https://www.g2.com/survey_responses/rattle-review-12077759) --- **"[You need to have if you´re a salesperson!](https://www.g2.com/survey_responses/rattle-review-11054902)"** **Rating:** 5.0/5.0 stars *— Milena I.* [Read full review](https://www.g2.com/survey_responses/rattle-review-11054902) --- #### What Are G2 Users Discussing About Rattle? - [How do you use a rattle GUI?](https://www.g2.com/discussions/how-do-you-use-a-rattle-gui) - [What is rattle in AI?](https://www.g2.com/discussions/what-is-rattle-in-ai) - 1 upvote - [What is rattle data?](https://www.g2.com/discussions/what-is-rattle-data) - [What is use of rattle in R?](https://www.g2.com/discussions/what-is-use-of-rattle-in-r) ### 10. [Kronologic](https://www.g2.com/products/kronologic/reviews) Kronologic sends tailored and timely calendar invites to qualified leads from your reps' calendar. When meeting invites are sent at the right time, with the right message... Leads 1-Click accept and reps just show up. 2-3X your conversion rates, pipeline and revenue with Kronologic's Calendar First™ Software... Only pay when a meeting is accepted! **Average Rating:** 4.2/5.0 **Total Reviews:** 242 **How Do G2 Users Rate Kronologic?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.4/10) - **Peformance Tracking:** 8.1/10 (Category avg: 8.4/10) - **Integrations / APIs:** 8.5/10 (Category avg: 8.7/10) - **Coaching :** 8.3/10 (Category avg: 8.4/10) **Who Is the Company Behind Kronologic?** - **Seller:** [Kronologic](https://www.g2.com/sellers/kronologic) - **Year Founded:** 2019 - **HQ Location:** Austin, Texas - **Twitter:** @kronologic (18 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/kronologic/ (9 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Manager, SDR - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 56% Enterprise, 32% Mid-Market #### What Are Recent G2 Reviews of Kronologic? **"[A Great Way to Reach out to Current Customers and Prospects](https://www.g2.com/survey_responses/kronologic-review-5109457)"** **Rating:** 4.0/5.0 stars *— Matt J.* [Read full review](https://www.g2.com/survey_responses/kronologic-review-5109457) --- **"[Automated meeting scheduler](https://www.g2.com/survey_responses/kronologic-review-8224747)"** **Rating:** 5.0/5.0 stars *— Kimberly H.* [Read full review](https://www.g2.com/survey_responses/kronologic-review-8224747) --- #### What Are G2 Users Discussing About Kronologic? - [What is Kronologic used for?](https://www.g2.com/discussions/what-is-kronologic-used-for) ### 11. [goodmeetings](https://www.g2.com/products/goodmeetings/reviews) Goodmeetings is an AI-powered Meeting Insights & Automation Platform that transforms customer-facing revenue teams into productive high-performance units. Sales and customer success teams can focus solely on customers during meetings, while the Goodmeetings AI meeting wizard handles the rest. Goodmeetings records, transcribes and generate AI-powered Human-level notes, action items which are pushed into Email, Slack and CRM. With Goodmeetings, revenue and product teams can easily search for specific recordings, browse through summaries, topic mentions, behaviours & sentiment, and scan AI-picked video reel of Moments that matter. Teams can review hours of meetings in minutes, and collaborate by sharing coachable moments and customer feedback with the team and assigning actions. Sales and Customer Succes Leaders get full and crisp visibility on customer conversations and can save deals/accounts at risk proactively by reviewing summaries and Moments that Matter. Leaders can now coach their team on the right actions and behaviors armed with meeting insights and develop winning playbooks. G2 Users have rated Goodmeetings as one of the Top 50 Sales Software for 2023. In addition, Goodmeeings also features as a - High Perfomer: - Momentum Leader For more information, visit https://goodmeetings.ai **Average Rating:** 4.7/5.0 **Total Reviews:** 70 **How Do G2 Users Rate goodmeetings?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.4/10) - **Peformance Tracking:** 9.0/10 (Category avg: 8.4/10) - **Integrations / APIs:** 8.3/10 (Category avg: 8.7/10) - **Coaching :** 8.3/10 (Category avg: 8.4/10) **Who Is the Company Behind goodmeetings?** - **Seller:** [Kharavela Technologies](https://www.g2.com/sellers/kharavela-technologies) - **Year Founded:** 2021 - **HQ Location:** Bengaluru, IN - **Twitter:** @GoodmeetingsAI (64 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/goodmeetings/ (14 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 68% Small-Business, 28% Mid-Market #### What Are goodmeetings's Pros and Cons? **Pros:** - Ease of Use (10 reviews) - Team Collaboration (7 reviews) - Convenience (4 reviews) - Navigation Ease (3 reviews) - Reliability (3 reviews) **Cons:** - Limited Integrations (6 reviews) - Limited Features (5 reviews) - Missing Features (5 reviews) - User Interface (4 reviews) - Integration Issues (3 reviews) ### What Do G2 Reviewers Say About goodmeetings? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Goodmeetings, facilitating seamless meeting recording and data access for teams. - Users appreciate the **seamless team collaboration** in Goodmeetings, enhancing productivity and improving customer interactions. - Users appreciate the **convenience** of Goodmeetings for easily recording, tracking, and analyzing meetings efficiently. - Users appreciate the **navigation ease** of Goodmeetings, benefiting from intuitive interfaces and helpful features for meeting management. - Users commend the **reliability** of Goodmeetings, emphasizing its stability and seamless browser-based experience. **Cons:** - Users desire more **integrations** with CRMs in the future for enhanced flexibility and functionality. - Users find the **limited features** of Goodmeetings, such as review-only highlights, somewhat restrictive for real-time needs. - Users criticize the **missing features** of goodmeetings, highlighting integration issues and a need for improved UI and functionality. - Users note that the **user interface could use improvements** , impacting the overall meeting experience and usability. - Users face **integration issues** with Goodmeetings, impacting data transfer and usability across various platforms. #### What Are Recent G2 Reviews of goodmeetings? **"[Great tool for analyzing user feedback](https://www.g2.com/survey_responses/goodmeetings-review-9071912)"** **Rating:** 5.0/5.0 stars *— Ajay S.* [Read full review](https://www.g2.com/survey_responses/goodmeetings-review-9071912) --- **"[Best Meeting notetaker !](https://www.g2.com/survey_responses/goodmeetings-review-9637736)"** **Rating:** 5.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/goodmeetings-review-9637736) --- #### What Are G2 Users Discussing About goodmeetings? - [What is goodmeetings used for?](https://www.g2.com/discussions/what-is-goodmeetings-used-for) ### 12. [Selling.com](https://www.g2.com/products/selling-com/reviews) Selling.com is a B2B pipeline generation platform that allows sales teams to address outbound challenges such as lack of accurate data and inefficient process from using multiple sales tools. It helps companies spearhead outbound growth using: 1. 97% accurate B2B contact data: real-time verification, 220M+ profiles and 75M+ mobile numbers, multi-source buying intent signals, and more. 2. Advanced search filters: target accounts by SIC & NAICS codes, delivery radius & ZIP codes, suppression list and technographic filters, and more. 3. Built-in sales engagement: email and call sequences, auto-dialer, multiple mailbox integration, and much more. 4. AI-based automations to eliminate repetitive work: workflows, AI email sequence generator, AI email generator, AI call coaching, and more. Selling.com started in 2019 to address the B2B data inaccuracies of established players. As a testament of its promise to companies struggling with outbound, it uses its own tool to create 95% of pipeline through cold calls and emails. **Average Rating:** 4.6/5.0 **Total Reviews:** 150 **How Do G2 Users Rate Selling.com?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.4/10) - **Peformance Tracking:** 7.5/10 (Category avg: 8.4/10) - **Integrations / APIs:** 7.5/10 (Category avg: 8.7/10) - **Coaching :** 6.7/10 (Category avg: 8.4/10) **Who Is the Company Behind Selling.com?** - **Seller:** [Selling.com](https://www.g2.com/sellers/selling-com) - **Year Founded:** 2019 - **HQ Location:** Newton, US - **LinkedIn® Page:** https://www.linkedin.com/company/infotelligent/ (181 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Sales Manager, Business Development Manager - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 48% Mid-Market, 31% Small-Business #### What Are Selling.com's Pros and Cons? **Pros:** - Ease of Use (15 reviews) - Helpful (9 reviews) - Contact Information (8 reviews) - Lead Generation (8 reviews) - Accuracy of Information (7 reviews) **Cons:** - Inaccurate Data (7 reviews) - Outdated Contacts (5 reviews) - Outdated Information (4 reviews) - Data Inaccuracy (3 reviews) - Inaccuracy (3 reviews) ### What Do G2 Reviewers Say About Selling.com? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Selling.com, praising its intuitive interface and effective filtering features. - Users value the **easy-to-use interface** of Selling.com, enhancing their outreach and lead generation capabilities effectively. - Users praise the **accurate contact information** from Selling.com, enhancing outreach and lead generation for their businesses. - Users appreciate the **effective lead generation capabilities** of Selling.com, facilitating proactive outreach and new business opportunities. - Users appreciate the **accuracy of information** on Selling.com, benefiting from real-time verified emails for prospecting. **Cons:** - Users report **inaccurate data** from Selling.com, leading to fewer valuable leads and frustrations with contact credits. - Users report a significant **issue with outdated contacts** , leading to high bounce rates and incomplete information. - Users report **outdated information** and inaccuracies in contacts that reduce the overall value of Selling.com. - Users report significant **data inaccuracy** , noting high bounce rates and discrepancies in contact information. - Users note the **inaccuracy** in Selling.com, with reports of data discrepancies and regional accuracy issues. #### What Are Recent G2 Reviews of Selling.com? **"[User-Friendly but Needs Data Accuracy Improvements](https://www.g2.com/survey_responses/selling-com-review-12940562)"** **Rating:** 4.0/5.0 stars *— Aadil A.* [Read full review](https://www.g2.com/survey_responses/selling-com-review-12940562) --- **"[All-in-One Tool That Simplifies Outbound Prospecting](https://www.g2.com/survey_responses/selling-com-review-12879072)"** **Rating:** 5.0/5.0 stars *— Scott H.* [Read full review](https://www.g2.com/survey_responses/selling-com-review-12879072) --- #### What Are G2 Users Discussing About Selling.com? - [What is Infotelligent used for?](https://www.g2.com/discussions/what-is-infotelligent-used-for) - 1 comment ### 13. [SalesHero.io](https://www.g2.com/products/saleshero-io/reviews) SalesHero.io is an AI-powered LinkedIn copilot that helps sales teams automate prospecting, personalize outreach, and consistently book qualified meetings — without hiring more SDRs. SalesHero boosts connection acceptance rates by 133%, first reply rates by 201%, and meetings booked by 32%. **Average Rating:** 4.8/5.0 **Total Reviews:** 16 **How Do G2 Users Rate SalesHero.io?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.4/10) - **Peformance Tracking:** 7.4/10 (Category avg: 8.4/10) - **Integrations / APIs:** 7.4/10 (Category avg: 8.7/10) - **Coaching :** 6.9/10 (Category avg: 8.4/10) **Who Is the Company Behind SalesHero.io?** - **Seller:** [SalesHero](https://www.g2.com/sellers/saleshero-069b95f4-fe10-4239-be36-ff0617cf68a0) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/salesheroio/ (7 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 94% Small-Business, 6% Mid-Market #### What Are SalesHero.io's Pros and Cons? **Pros:** - Time-saving (7 reviews) - Helpful (3 reviews) - Intuitive (3 reviews) - Customizability (2 reviews) - Ease of Use (2 reviews) **Cons:** - AI Limitations (1 reviews) - Linking Issues (1 reviews) - Missing Features (1 reviews) ### What Do G2 Reviewers Say About SalesHero.io? *AI-generated summary from verified user reviews* **Pros:** - Users value the **time-saving capabilities** of SalesHero, streamlining lead generation and administrative tasks efficiently. - Users praise the **ease of use and efficiency** of SalesHero, enhancing networking and saving valuable time. - Users find SalesHero's **intuitive interface** invaluable for streamlining meetings and enhancing lead generation efficiency. - Users appreciate the **customizability** of SalesHero.io, allowing personalization to fit their specific needs and domains. - Users appreciate the **ease of use** of SalesHero.io, enjoying its user-friendly interface and smooth lead importing process. **Cons:** - Users find the **generic AI-generated messages** limiting, and face issues with offline campaign management on SalesHero.io. - Users have noted **duplication issues** when connecting to LinkedIn, affecting the overall user experience with SalesHero.io. - Users find the **missing features** in SalesHero.io limit functionality, especially with campaigns running only in the background. #### What Are Recent G2 Reviews of SalesHero.io? **"[Saving tons of hours for LinkedIn network connection](https://www.g2.com/survey_responses/saleshero-io-review-11422029)"** **Rating:** 4.5/5.0 stars *— Bei E.* [Read full review](https://www.g2.com/survey_responses/saleshero-io-review-11422029) --- **"[Saves a lot of our time](https://www.g2.com/survey_responses/saleshero-io-review-11350420)"** **Rating:** 5.0/5.0 stars *— Meghdeep M.* [Read full review](https://www.g2.com/survey_responses/saleshero-io-review-11350420) --- ### 14. [Quilt](https://www.g2.com/products/quilt-app/reviews) Quilt is building knowledge assistants for GTM teams. Our knowledge platform provides a comprehensive view of your organization’s data, allowing content to stay up-to-date without manual maintenance. Our knowledge assistants are available anywhere, from RFPs to Slack to live customer conversations. Solutions and GTM teams at Rubrik, Webflow, Watershed, Ashby, CaptivateIQ, Handle, Decagon, Kumo.ai, and more trust Quilt to empower their work. - Quilt is saving solutions teams thousands of hours a year by automating Q&A and response generation - Quilt has seamless integration with your tools (Google Suite, Confluence, Notion, Zoom) and keeps your knowledge up-to-date without needing manual maintenance - Quilt allows for same-day turnaround of RFPs and security questionnaires with a fully automated first pass - Strong data security (SOC 2 Type II compliant, TLS 1.2/1.3, AES-256 at-rest and in-transit encryption, data isolation for each customer) Quilt is headquartered in San Francisco and backed by Sequoia Capital. Request a demo at https://quilt.app to get started. **Average Rating:** 4.9/5.0 **Total Reviews:** 16 **How Do G2 Users Rate Quilt?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.4/10) - **Peformance Tracking:** 6.9/10 (Category avg: 8.4/10) - **Integrations / APIs:** 8.6/10 (Category avg: 8.7/10) - **Coaching :** 6.9/10 (Category avg: 8.4/10) **Who Is the Company Behind Quilt?** - **Seller:** [Quilt](https://www.g2.com/sellers/quilt-910b0033-8d44-4e05-8da8-bb6d5fdd7dc2) - **Year Founded:** 2023 - **HQ Location:** San Francisco, USA - **LinkedIn® Page:** https://www.linkedin.com/company/quiltapp/ (3 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software - **Company Size:** 50% Mid-Market, 25% Enterprise #### What Are Quilt's Pros and Cons? **Pros:** - Speed (4 reviews) - Time-saving (4 reviews) - Fast Response (3 reviews) - Helpful (3 reviews) - Accuracy (2 reviews) **Cons:** - Limitations (2 reviews) - Limited Functionality (2 reviews) - Missing Features (2 reviews) - Access Limitations (1 reviews) - Editing Issues (1 reviews) ### What Do G2 Reviewers Say About Quilt? *AI-generated summary from verified user reviews* **Pros:** - Users love how Quilt provides **speedy responses** , significantly reducing time spent on RFPs and security questionnaires. - Users value how Quilt provides **significant time-saving** benefits, streamlining RFP responses and enhancing focus on customer needs. - Users appreciate the **fast response** of Quilt, enabling quicker RFP completion and streamlined communication for sales teams. - Users appreciate the **time-saving capability** of Quilt for filling out complex RFPs efficiently and effectively. - Users value the **technical accuracy** of Quilt, significantly reducing time spent on RFPs and improving efficiency. **Cons:** - Users note the **limitations in multi-language capabilities** and lack of support for various file formats like Google Docs. - Users feel that Quilt's **limited functionality** restricts support for various formats and lacks essential reporting features. - Users find the **missing features** of Quilt limiting, particularly the absence of support for various formats and reporting. - Users note **access limitations** in multi-language capabilities and file compatibility, affecting overall usability of Quilt. - Users find **editing issues** in Quilt, noting inconvenient UX and limitations in formatting and edit histories. #### What Are Recent G2 Reviews of Quilt? **"[Excellent solution for RFPs, security questionnaires, and cross-functional KB uses](https://www.g2.com/survey_responses/quilt-review-10063186)"** **Rating:** 5.0/5.0 stars *— Scott S.* [Read full review](https://www.g2.com/survey_responses/quilt-review-10063186) --- **"[Less time in spreadsheets, more time for work that moves deals forward.](https://www.g2.com/survey_responses/quilt-review-10053200)"** **Rating:** 5.0/5.0 stars *— Chapman S.* [Read full review](https://www.g2.com/survey_responses/quilt-review-10053200) --- ### 15. [Revenoid (Previously Evabot)](https://www.g2.com/products/revenoid-previously-evabot/reviews) Revenoid is your AI-powered partner in sales prospecting, designed to take Signal Led Prospecting to the next level. Imagine having a tool that scans 10-K reports, earnings calls, news, and social media to provide you with the most relevant and up-to-date insights. That's what Revenoid does, empowering sales reps with precision sales triggers that make all the difference. By combining expert frameworks with AI-driven insights, Revenoid helps you craft personalized and impactful communication. With features like Messaging 2.0, Call Prep Notes, and an Omnichannel Outreach Hub, Revenoid equips sales professionals to build stronger relationships and achieve greater success. In a nutshell, Revenoid simplifies and elevates your entire sales workflow, making your outreach more effective and your results more impressive. **Average Rating:** 4.5/5.0 **Total Reviews:** 40 **How Do G2 Users Rate Revenoid (Previously Evabot)?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.4/10) - **Peformance Tracking:** 8.5/10 (Category avg: 8.4/10) - **Integrations / APIs:** 8.2/10 (Category avg: 8.7/10) - **Coaching :** 8.5/10 (Category avg: 8.4/10) **Who Is the Company Behind Revenoid (Previously Evabot)?** - **Seller:** [Evabot](https://www.g2.com/sellers/evabot) - **Year Founded:** 2017 - **HQ Location:** San Fracisco, CA - **LinkedIn® Page:** https://www.linkedin.com/company/evabot (38 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, E-Learning - **Company Size:** 83% Mid-Market, 15% Small-Business #### What Are Revenoid (Previously Evabot)'s Pros and Cons? **Pros:** - Ease of Use (15 reviews) - Time-saving (11 reviews) - Helpful (10 reviews) - Personalization (10 reviews) - Useful (9 reviews) **Cons:** - Slow Loading (5 reviews) - Outdated Data (4 reviews) - Outdated Information (4 reviews) - Technical Issues (4 reviews) - Inaccuracy (3 reviews) ### What Do G2 Reviewers Say About Revenoid (Previously Evabot)? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Revenoid, enhancing efficiency with quick insights and tailored communications. - Users appreciate the **time-saving automation** of Revenoid, enhancing efficiency in generating personalized sales communications. - Users value the **exceptional customer experience** with Revenoid, enhancing outreach and providing personalized communication tools. - Users appreciate the **personalized email generation** of Revenoid, enhancing efficiency and allowing focus on core tasks. - Users find the **automation of research and personalization** by Revenoid invaluable, enhancing efficiency and saving considerable time. **Cons:** - Users find the **slow loading** times of Revenoid frustrating, impacting their overall experience with the product. - Users face challenges with **outdated data** , often needing to verify and correct information from Evabot. - Users face challenges with **outdated information** from Evabot, necessitating additional verification for accuracy and relevance. - Users often face **technical issues** with Revenoid, including slow loading times and outdated information retrieval. - Users experience **inaccuracy issues** with Revenoid's data, necessitating manual verification and quality checks for reliable information. #### What Are Recent G2 Reviews of Revenoid (Previously Evabot)? **"[Very good automation software](https://www.g2.com/survey_responses/revenoid-previously-evabot-review-11425097)"** **Rating:** 5.0/5.0 stars *— Mohsin M.* [Read full review](https://www.g2.com/survey_responses/revenoid-previously-evabot-review-11425097) --- **"[It's one of the best SDR copilots](https://www.g2.com/survey_responses/revenoid-previously-evabot-review-10793984)"** **Rating:** 4.5/5.0 stars *— Mauricio C.* [Read full review](https://www.g2.com/survey_responses/revenoid-previously-evabot-review-10793984) --- ### 16. [Zilliant](https://www.g2.com/products/zilliant/reviews) Zilliant helps companies unlock the power of pricing by putting pricing at the heart of every business. Zilliant enables companies to manage the entire pricing lifecycle on a single platform so they can create better buying experiences and drive profitable growth. With Zilliant for Pricing, companies can: 1) Improve Margins through Optimized Pricing: Create a single source of truth for pricing to react quickly to market fluctuations and determine the best pricing strategy 2) Deliver Pricing Across Every Buying Channel: Ensure optimized list and customer-specific pricing is consistent across direct sales, partners, and self-service 3) Close Deals Faster while Increasing Financial Control: Provide guardrails for sales and customers to close their own deals that deliver pricing within corporate strategy guidelines Improve Win Rates with AI-Driven Deal Opportunities: Bring together pricing data, sales workflows and AI to identify and execute on time-sensitive, cross-sell and upsell opportunities Zilliant's solutions include: • Zilliant Price Management & Optimization - Gain control and speed with the right price while improving margins • Zilliant Revenue Intelligence - Transform insights into sales actions to accelerate revenue • Zilliant CPQ - Streamline the sales process to win deals and improve buying experiences **Average Rating:** 4.4/5.0 **Total Reviews:** 59 **How Do G2 Users Rate Zilliant?** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.4/10) - **Peformance Tracking:** 8.8/10 (Category avg: 8.4/10) - **Integrations / APIs:** 7.9/10 (Category avg: 8.7/10) - **Coaching :** 9.2/10 (Category avg: 8.4/10) **Who Is the Company Behind Zilliant?** - **Seller:** [Zilliant](https://www.g2.com/sellers/zilliant) - **Year Founded:** 1999 - **HQ Location:** Austin, TX - **Twitter:** @zilliant (3,351 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/zilliant (174 employees on LinkedIn®) - **Phone:** +1 512-531-8503 **Who Uses This Product?** - **Company Size:** 46% Enterprise, 38% Mid-Market #### What Are Zilliant's Pros and Cons? **Pros:** - Pricing Optimization (2 reviews) - Accuracy (1 reviews) - Customer Support (1 reviews) - Data Accuracy (1 reviews) - Dynamic Pricing (1 reviews) **Cons:** - AI Limitations (1 reviews) - Change Management (1 reviews) - Complex Implementation (1 reviews) - Confusion (1 reviews) - Difficult Learning Process (1 reviews) ### What Do G2 Reviewers Say About Zilliant? *AI-generated summary from verified user reviews* **Pros:** - Users value the **pricing optimization** capabilities of Zilliant, which enhances decision-making and ensures pricing accuracy. - Users value Zilliant for its **accuracy** , offering reliable pricing information and simplifying complex configurations. - Users value the **responsive customer support** from Zilliant, appreciating their quick expertise and assistance when needed. - Users value the **data accuracy** of Zilliant, enhancing their confidence in pricing decisions and strategies. - Users value the **accuracy in dynamic pricing** provided by Zilliant, enhancing their pricing strategies effectively. **Cons:** - Users feel the need for **enhanced AI integration** in Zilliant to improve functionality and overall user experience. - Users express frustration with the **constant state of change** and lack of clarity in Zilliant's direction. - Users find the **complex implementation** of Zilliant overwhelming, wishing for more standard templates to ease the process. - Users express **confusion** due to constant changes and lack of a clear roadmap for Zilliant's offerings. - Users find the **difficult learning process** in Zilliant overwhelming, desiring simpler configurations and standard templates. #### What Are Recent G2 Reviews of Zilliant? **"[Data and science driven products to ensure pricing performance](https://www.g2.com/survey_responses/zilliant-review-10463359)"** **Rating:** 5.0/5.0 stars *— Julien O.* [Read full review](https://www.g2.com/survey_responses/zilliant-review-10463359) --- **"[Streamlines Pricing Strategies and Enhances Decision Making](https://www.g2.com/survey_responses/zilliant-review-11935975)"** **Rating:** 4.5/5.0 stars *— charlotte s.* [Read full review](https://www.g2.com/survey_responses/zilliant-review-11935975) --- #### What Are G2 Users Discussing About Zilliant? - [How do you use Zilliant?](https://www.g2.com/discussions/how-do-you-use-zilliant) - [What is software pricing?](https://www.g2.com/discussions/what-is-software-pricing) - [How much does zilliant cost?](https://www.g2.com/discussions/how-much-does-zilliant-cost) - [What does Zilliant do?](https://www.g2.com/discussions/what-does-zilliant-do) ### 17. [Signpost](https://www.g2.com/products/signpost/reviews) Signpost is an AI-powered communications platform built for home service contractors. It uses AI voice agents, instant responders, and AI SMS to help small businesses be the first to respond to every customer. AI Voice Agent: Signpost's AI Voice Agent picks up 24/7, greets callers in a natural voice, answers common FAQ, and captures lead details. Instant Responders: Signpost's Instant Responders send a personalized message to customers who reach out on platforms like Angi, Thumbtack, or Facebook. AI SMS: Signpost's AI SMS responds to incoming leads, qualifies their request, and keeps the conversation moving, even after-hours or on the job. Messaging Hub: Signpost's Messaging Hub brings every customer conversation, including inbound calls, texts, and inquiries on platforms like Angi and Thumbtack, into a single inbox. **Average Rating:** 3.7/5.0 **Total Reviews:** 57 **How Do G2 Users Rate Signpost?** - **Has the product been a good partner in doing business?:** 7.0/10 (Category avg: 9.4/10) **Who Is the Company Behind Signpost?** - **Seller:** [Signpost](https://www.g2.com/sellers/signpost) - **Year Founded:** 2010 - **HQ Location:** Austin, TX - **Twitter:** @Signpost (2,306 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/signpost/ (135 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Consumer Services, Marketing and Advertising - **Company Size:** 82% Small-Business, 7% Enterprise #### What Are Signpost's Pros and Cons? **Pros:** - Automation (5 reviews) - Ease of Use (5 reviews) - Automation Features (4 reviews) - Helpful (4 reviews) - Time Efficiency (4 reviews) **Cons:** - Slow Loading (3 reviews) - Slow Performance (3 reviews) - Dashboard Issues (2 reviews) - Data Inaccuracy (2 reviews) - Incomplete Information (2 reviews) ### What Do G2 Reviewers Say About Signpost? *AI-generated summary from verified user reviews* **Pros:** - Users value the **automation features** of Signpost, enhancing customer management and alleviating manual tasks for improved efficiency. - Users value the **ease of use** with Signpost, appreciating its straightforward navigation and automated customer management features. - Users appreciate the **automation features** of Signpost, which streamline customer management and enhance business growth. - Users appreciate the **ease of obtaining reviews** with Signpost, significantly enhancing business visibility and reputation. - Users benefit from Signpost's **time efficiency** , as it automates tasks and enhances customer relationship management effortlessly. **Cons:** - Users experience **slow loading times** , especially with large contact lists, impacting usability and efficiency. - Users find the **slow performance** of Signpost frustrating, particularly when managing large contact lists or loading pages. - Users find the **dashboard difficult to navigate** , leading to confusion and frustration with its usability and data presentation. - Users find **data inaccuracy** problematic due to outdated information and unclear presentation on the dashboard. - Users report **incomplete information** and a lack of clarity on the dashboard, affecting usability and personalization. #### What Are Recent G2 Reviews of Signpost? **"[Seamless Communication Hub with Marketing Automation](https://www.g2.com/survey_responses/signpost-review-12824038)"** **Rating:** 4.5/5.0 stars *— RAHUL K.* [Read full review](https://www.g2.com/survey_responses/signpost-review-12824038) --- **"[Signpost Streamlines Customer Communication and Automated Review Requests](https://www.g2.com/survey_responses/signpost-review-13041558)"** **Rating:** 4.5/5.0 stars *— Dharamveer p.* [Read full review](https://www.g2.com/survey_responses/signpost-review-13041558) --- #### What Are G2 Users Discussing About Signpost? - [What is Signpost used for?](https://www.g2.com/discussions/what-is-signpost-used-for) - [How much does signpost cost?](https://www.g2.com/discussions/how-much-does-signpost-cost) - [What are the 5 signposts?](https://www.g2.com/discussions/what-are-the-5-signposts) - [What are the 6 signposts?](https://www.g2.com/discussions/what-are-the-6-signposts) - [What are examples of signposts?](https://www.g2.com/discussions/what-are-examples-of-signposts) ### 18. [Overloop.ai](https://www.g2.com/products/overloop-ai/reviews) AI-powered Sales Automation Platform Overloop AI engine sources new leads, writes your emails, and books meetings for you while you sleep. Welcome to the future of sales! ## Free 90% of your SDRs’ time ## Overloop's powerful AI engine automates everything boring in a sales prospecting job. You'll never have to source leads on LinkedIn or write cold emails again! ## Lead Sourcing ## Overloop leverages an AI-powered B2B database of 450M+ contacts and will source new leads while you sleep! Define your ICP, and Overloop will build your lists 100% automatically. ## Multi-channel Outbound Campaigns ## Our AI engine automatically generates top-performing multi-channel outbound campaigns based on thousands of already-sent campaigns, optimizing the number of steps and delays between each message. No more complex campaign editor; Overloop handles everything and optimizes every campaign for maximum results! Multi-channel engagement platform For better results, Overloop automates follow-up interactions by email and on LinkedIn and maintains consistent lead engagement. ## Hyper-personalization at scale ## Overloop's AI engine analyzes the lead's website and social profiles to write ultra-personalized and impactful cold emails (and LinkedIn messages) with zero typing required! Forget about templates and variables; every email is 100% unique! **Average Rating:** 4.4/5.0 **Total Reviews:** 134 **How Do G2 Users Rate Overloop.ai?** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.4/10) - **Peformance Tracking:** 8.3/10 (Category avg: 8.4/10) - **Integrations / APIs:** 7.9/10 (Category avg: 8.7/10) - **Coaching :** 6.7/10 (Category avg: 8.4/10) **Who Is the Company Behind Overloop.ai?** - **Seller:** [Overloop SRL](https://www.g2.com/sellers/overloop-srl) - **Year Founded:** 2015 - **HQ Location:** Namur, Walloon Region - **LinkedIn® Page:** https://www.linkedin.com/company/prospect.io/ (10 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Marketing and Advertising - **Company Size:** 74% Small-Business, 23% Mid-Market #### What Are Overloop.ai's Pros and Cons? **Pros:** - Ease of Use (2 reviews) - Effective (2 reviews) - LinkedIn Integration (2 reviews) - Affordable (1 reviews) - Automation (1 reviews) **Cons:** - Expensive (1 reviews) - Limited Credits (1 reviews) - Missing Features (1 reviews) - Missing Information (1 reviews) - Poor Lead Generation (1 reviews) ### What Do G2 Reviewers Say About Overloop.ai? *AI-generated summary from verified user reviews* **Pros:** - Users find **Overloop.ai incredibly easy to use** , making lead sourcing and outreach a seamless experience. - Users admire the **ease of lead sourcing** with Overloop.ai, enhancing their outreach process and saving costs effectively. - Users value the **robust LinkedIn integration** of Overloop.ai for effective lead sourcing and outreach efficiency. - Users find Overloop.ai to be **affordable** , with savings covering the costs in just one month! - Users appreciate the **automation features** of Overloop.ai, which streamline outreach while allowing for personalized contact verification. **Cons:** - Users find Overloop.ai to be **expensive** , which may deter small businesses and individuals from using its features fully. - Users express the need for options to buy **additional credits** in Overloop.ai, limiting flexibility in usage. - Users are disappointed by the **absence of a free trial** , limiting their ability to evaluate Overloop.ai effectively. - Users face a **low percentage of found leads' emails** , which fails to meet their expectations for effectiveness. - Users experience **poor lead generation** with Overloop.ai, finding email acquisition rates lower than anticipated. #### What Are Recent G2 Reviews of Overloop.ai? **"[Clean, Simple, and Puts LinkedIn Outreach on Autopilot](https://www.g2.com/survey_responses/overloop-ai-review-12923368)"** **Rating:** 5.0/5.0 stars *— James D.* [Read full review](https://www.g2.com/survey_responses/overloop-ai-review-12923368) --- **"[Overloop.ai Review: Powerful AI-Driven Prospecting That Saves Hours - But Pricing & Setup Need Work](https://www.g2.com/survey_responses/overloop-ai-review-13023142)"** **Rating:** 4.0/5.0 stars *— Verified User in Accounting* [Read full review](https://www.g2.com/survey_responses/overloop-ai-review-13023142) --- #### What Are G2 Users Discussing About Overloop.ai? - [How has Overloop improved your sales prospecting, and what advice would you give to new users?](https://www.g2.com/discussions/how-has-overloop-improved-your-sales-prospecting-and-what-advice-would-you-give-to-new-users) - [What is lead fuse?](https://www.g2.com/discussions/what-is-lead-fuse) - [How do you use prospect io?](https://www.g2.com/discussions/how-do-you-use-prospect-io) - [What does prospect io do?](https://www.g2.com/discussions/what-does-prospect-io-do) - [What is prospecting software?](https://www.g2.com/discussions/what-is-prospecting-software) ### 19. [OpTonal](https://www.g2.com/products/optonal/reviews) OpTonal pulls specific key details from customer calls in Gong and pushes them to Slack automagically. High-volume revenue teams can manage more calls with customers and facilitate smoother handoffs between sales and CS. It's 5 minutes to set up (literally). Learn more at: https://optonal.com/ With OpTonal, you get: • Automated Call Analysis (Summaries, Action Items, Follow-up Emails) • Customized Analysis based on your business • Call Q&A with AI Chat • Organized View of Action Items • CRM Integrations • Auto-update CRM fields • Zoom, Gong, GMeet integrations **Average Rating:** 4.9/5.0 **Total Reviews:** 10 **How Do G2 Users Rate OpTonal?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.4/10) - **Peformance Tracking:** 1.7/10 (Category avg: 8.4/10) - **Integrations / APIs:** 9.4/10 (Category avg: 8.7/10) - **Coaching :** 6.7/10 (Category avg: 8.4/10) **Who Is the Company Behind OpTonal?** - **Seller:** [OpTonal](https://www.g2.com/sellers/optonal) - **Year Founded:** 2021 - **HQ Location:** New York City, New York - **LinkedIn® Page:** https://www.linkedin.com/company/optonal-inc/about/ (1 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software - **Company Size:** 60% Mid-Market, 40% Small-Business #### What Are Recent G2 Reviews of OpTonal? **"[VP of Sales](https://www.g2.com/survey_responses/optonal-review-9143094)"** **Rating:** 5.0/5.0 stars *— Garrett O.* [Read full review](https://www.g2.com/survey_responses/optonal-review-9143094) --- **"[A game changer to help me be more efficient + save time in the sales cycle](https://www.g2.com/survey_responses/optonal-review-9101297)"** **Rating:** 5.0/5.0 stars *— Liz M.* [Read full review](https://www.g2.com/survey_responses/optonal-review-9101297) --- ### 20. [Zopto](https://www.g2.com/products/zopto/reviews) Attract hundreds of hot leads by targeting your ideal customers on LinkedIn! 💥 As the #1 Linkedin social selling tool, our algorithm mimics human behaviour so you never get banned and can maintain a consistent stream of leads. **Average Rating:** 4.5/5.0 **Total Reviews:** 70 **How Do G2 Users Rate Zopto?** - **Has the product been a good partner in doing business?:** 8.1/10 (Category avg: 9.4/10) - **Peformance Tracking:** 8.6/10 (Category avg: 8.4/10) - **Integrations / APIs:** 6.9/10 (Category avg: 8.7/10) - **Coaching :** 8.6/10 (Category avg: 8.4/10) **Who Is the Company Behind Zopto?** - **Seller:** [Zopto](https://www.g2.com/sellers/zopto) - **Year Founded:** 2018 - **HQ Location:** N/A - **Twitter:** @Zopto (17 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/zopto-co/ (16 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 90% Small-Business, 10% Mid-Market #### What Are Zopto's Pros and Cons? **Pros:** - Ease of Use (3 reviews) - Automation (2 reviews) - Customer Support (2 reviews) - Helpful (2 reviews) - LinkedIn Integration (2 reviews) **Cons:** - Expensive (1 reviews) - Missing Features (1 reviews) - Slow Performance (1 reviews) - Software Bugs (1 reviews) ### What Do G2 Reviewers Say About Zopto? *AI-generated summary from verified user reviews* **Pros:** - Users praise Zopto for its **ease of use** , allowing effortless campaign setup and excellent support from the team. - Users value the **automation capabilities** of Zopto, significantly enhancing outreach efficiency and reducing manual effort. - Users value the **excellent customer support** from Zopto, which consistently assists with inquiries and enhances their experience. - Users find Zopto **incredibly user-friendly** , making campaign setup and management effortless while providing timely updates. - Users praise Zopto's **seamless LinkedIn integration** , benefiting from automated processes that boost lead generation efficiently. **Cons:** - Users feel that Zopto is **expensive** and desire a more cost-effective pricing package for multiple users. - Users want to see a **more advanced email creation editor** with graphic content capabilities in Zopto. - Users note that Zopto can be **slow in performance** , although the account manager provided clear communication about it. - Users experience **occasional software bugs** , but appreciate the proactive support from the client success manager. #### What Are Recent G2 Reviews of Zopto? **"[One of the Linkedin Automation OGs](https://www.g2.com/survey_responses/zopto-review-4569685)"** **Rating:** 5.0/5.0 stars *— Howard S.* [Read full review](https://www.g2.com/survey_responses/zopto-review-4569685) --- **"[LinkedIn Lead Gen Tool with Amazing Support!](https://www.g2.com/survey_responses/zopto-review-10290875)"** **Rating:** 4.0/5.0 stars *— Norm F.* [Read full review](https://www.g2.com/survey_responses/zopto-review-10290875) --- #### What Are G2 Users Discussing About Zopto? - [Is Zopto free?](https://www.g2.com/discussions/is-zopto-free) - [Is Zopto legit?](https://www.g2.com/discussions/is-zopto-legit) - [What is Zopto?](https://www.g2.com/discussions/what-is-zopto) - [How does Zopto work?](https://www.g2.com/discussions/how-does-zopto-work) ### 21. [Periodix](https://www.g2.com/products/periodix/reviews) Periodix is the 1st LinkedIn AI sales-generating tool and auto sales assistant software, built for automated outreach and custom context-aware re-engagement. The software uses AI to generate new leads, send personalized outreach messages, contextual follow up with prospects, re-engage cold or inactive leads, handle objections, and book meetings, helping sales teams and recruiters automate LinkedIn communication and close more deals. Periodix features - AI-crafted messaging - automated call scheduling - centralized inbox and call management - analytics from connection request to call - custom contextual re-engagement sequences ensuring both new outreach and ongoing lead nurturing are fully optimized. Key Features: Automated Outreach & Re-Engagement: Reach new prospects and revive inactive conversations automatically, turning missed opportunities into meetings. Fast AI Responses: 24/7 timely interactions increase chances of conversion. Customized Message Sequences: Tailored messages for your ICP, boosting engagement. Automated Call Scheduling & Management: Book calls effortlessly and track all lead interactions in one dashboard. One Inbox & Automated Answer Categories: Prioritize active leads while systematically handling objections and inactive prospects. With Periodix AI, streamline your LinkedIn outreach, continuously re-engage cold leads, and maximize your sales results — all in one platform. **Average Rating:** 4.9/5.0 **Total Reviews:** 20 **How Do G2 Users Rate Periodix?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.4/10) - **Peformance Tracking:** 9.4/10 (Category avg: 8.4/10) - **Integrations / APIs:** 8.7/10 (Category avg: 8.7/10) - **Coaching :** 10.0/10 (Category avg: 8.4/10) **Who Is the Company Behind Periodix?** - **Seller:** [Periodix Inc](https://www.g2.com/sellers/periodix-inc) - **Year Founded:** 2016 - **HQ Location:** New York, NY - **Twitter:** @PeriodixNet (914 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10208991 (12 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 85% Small-Business, 15% Mid-Market #### What Are Periodix's Pros and Cons? **Pros:** - Automation (3 reviews) - Lead Generation (3 reviews) - LinkedIn Integration (3 reviews) - Time-saving (3 reviews) - Customer Support (2 reviews) **Cons:** - Missing Features (2 reviews) - AI Limitations (1 reviews) - Complexity (1 reviews) ### What Do G2 Reviewers Say About Periodix? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **automation capabilities** of Periodix, enhancing LinkedIn outreach and streamlining lead interactions effectively. - Users value the **efficient lead generation** by Periodix, boosting productivity with automated outreach and timely AI responses. - Users value the **seamless LinkedIn integration** of Periodix, streamlining outreach and enhancing lead interaction effortlessly. - Users find that Periodix provides **time-saving efficiency** in lead generation, streamlining outreach and automating responses. - Users commend the **excellent and responsive customer support** of Periodix, enhancing their experience with timely assistance. **Cons:** - Users find the **limited functionality** of Periodix frustrating, as it only works for LinkedIn. - Users find the **automated responses lack a human touch** , occasionally diminishing the overall experience with Periodix. - Users find the **initial complexity** of Periodix challenging, making it hard to navigate at first. #### What Are Recent G2 Reviews of Periodix? **"[10/10 HIGHLY RECOMMEND!!!!](https://www.g2.com/survey_responses/periodix-review-10839704)"** **Rating:** 5.0/5.0 stars *— Erica R.* [Read full review](https://www.g2.com/survey_responses/periodix-review-10839704) --- **"[Reliable Outreach Tool with Strong Support and Growth Potential](https://www.g2.com/survey_responses/periodix-review-12739300)"** **Rating:** 4.0/5.0 stars *— Nilay S.* [Read full review](https://www.g2.com/survey_responses/periodix-review-12739300) --- ### 22. [Coevera](https://www.g2.com/products/coevera/reviews) Coevera: The AI-Native Revenue Platform Built for How Selling Actually Works Today Coevera is the AI-native revenue platform redefining how modern sales organizations operate, collaborate, and grow. Born from more than a decade of CRM innovation as Pipeliner, Coevera represents the next evolution: a purpose-built system designed not to digitize old sales processes, but to reimagine them for an era where AI is a teammate, not a tool. At the heart of Coevera is a simple conviction—traditional CRMs were built for managers to extract data from sellers. Coevera flips that model. It's built for sellers, with AI woven into every workflow to eliminate busywork, surface insight, and accelerate revenue. The result is a platform where reps actually want to log in, managers get the visibility they need without the chase, and leadership gains a real-time understanding of pipeline health, risk, and opportunity. Coevera is powered by Voyager AI, an intelligent engine that continuously learns from your sales motion to deliver predictive guidance, contextual recommendations, and automated execution. The Collaborator transforms the CRM from a system of record into a system of engagement—a true AI partner that helps sellers prepare for calls, draft communications, navigate complex deals, and stay ahead of every opportunity. The Automatizer workflow engine removes the manual friction that drains seller productivity, while native Model Context Protocol (MCP) integration ensures Coevera connects seamlessly with the broader AI ecosystem your business already relies on. What truly sets Coevera apart is its commitment to being AI-native, not AI-washed. Unlike legacy platforms that bolt generative features onto decades-old architecture, Coevera was rebuilt from the ground up to make intelligence the default state of the system—not a premium add-on. Every dashboard, pipeline view, and workflow is designed to think alongside you. Coevera also champions visual selling, intuitive navigation, and rapid time-to-value. Implementation is measured in weeks, not quarters. Adoption is high because the experience is built around the seller, not against them. For organizations ready to move beyond the limitations of legacy CRM and embrace a smarter, faster, more human way to sell, Coevera is the platform built for what's next. It's not just a new name—it's a new category. Welcome to AI-native revenue. Coevera. Sales, evolved. **Average Rating:** 4.6/5.0 **Total Reviews:** 444 **How Do G2 Users Rate Coevera?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.4/10) - **Peformance Tracking:** 9.4/10 (Category avg: 8.4/10) - **Integrations / APIs:** 9.4/10 (Category avg: 8.7/10) - **Coaching :** 9.4/10 (Category avg: 8.4/10) **Who Is the Company Behind Coevera?** - **Seller:** [Pipelinersales Inc.](https://www.g2.com/sellers/pipelinersales-inc) - **Company Website:** https://www.coevera.com - **Year Founded:** 2007 - **HQ Location:** Los Angeles, CA - **LinkedIn® Page:** https://www.linkedin.com/company/2067987/ (124 employees on LinkedIn®) - **Phone:** (888) 843-6699 **Who Uses This Product?** - **Who Uses This:** Director, President - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 71% Small-Business, 23% Mid-Market #### What Are Coevera's Pros and Cons? **Pros:** - Ease of Use (13 reviews) - Easy Tracking (7 reviews) - Helpful (7 reviews) - User Interface (7 reviews) - User-Friendly (6 reviews) **Cons:** - Limited Customization (6 reviews) - Expensive (5 reviews) - Complexity (4 reviews) - Integration Issues (3 reviews) - Learning Curve (3 reviews) ### What Do G2 Reviewers Say About Coevera? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** in Coevera, appreciating its user-friendly interface and straightforward navigation. - Users value the **easy tracking** of deals in Pipeliner CRM, enhancing their sales process efficiency and clarity. - Users value the **streamlined lead management** of Coevera, enhancing productivity and providing clear projections for opportunities. - Users appreciate the **user-friendly interface** of Coevera, making navigation and setup easy and straightforward. - Users appreciate the **user-friendly interface** of Coevera, making it simple for everyone to navigate and use. **Cons:** - Users find the **limited customization options** challenging, especially for complex workflows requiring workarounds. - Users find Coevera's pricing **too expensive** , making it a significant financial burden for small businesses. - Users often find the **complexity of customization** challenging, especially for larger teams and intricate workflows. - Users face **integration issues** with Coevera, limiting flexibility and complicating the use of third-party tools. - Users find the **learning curve steep** due to the complex features and slower performance on older devices. #### What Are Recent G2 Reviews of Coevera? **"[The real value showed up when I stopped using it like a database](https://www.g2.com/survey_responses/coevera-review-13022665)"** **Rating:** 4.5/5.0 stars *— Yaroslav B.* [Read full review](https://www.g2.com/survey_responses/coevera-review-13022665) --- **"[Handling Consultation Activities and Follow Up Tracking Feels More Structured](https://www.g2.com/survey_responses/coevera-review-12886493)"** **Rating:** 5.0/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/coevera-review-12886493) --- #### What Are G2 Users Discussing About Coevera? - [What is Pipeliner CRM used for?](https://www.g2.com/discussions/pipeliner-crm-what-is-pipeliner-crm-used-for) - [What is Pipeliner CRM used for?](https://www.g2.com/discussions/what-is-pipeliner-crm-used-for) - 1 comment ### 23. [Clientbook](https://www.g2.com/products/clientbook/reviews) Clientbook is the digital sales assistant for jewelers and other luxury retailers to make more money. We make your team clienteling rockstars by organizing customer data, automating follow-ups, and leveraging AI to create personalized and timely communications to bring customers back into your store. Nearly a thousand jewelers around the country are achieving more repeat business, building deeper customer relationships, and generating more income by using Clientbook. They love having a virtual sales assistant working nonstop helping sales associates to level up and create more opportunities for a sale. **Average Rating:** 4.5/5.0 **Total Reviews:** 44 **How Do G2 Users Rate Clientbook?** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.4/10) - **Peformance Tracking:** 8.2/10 (Category avg: 8.4/10) - **Integrations / APIs:** 7.6/10 (Category avg: 8.7/10) - **Coaching :** 6.9/10 (Category avg: 8.4/10) **Who Is the Company Behind Clientbook?** - **Seller:** [Clientbook](https://www.g2.com/sellers/clientbook) - **Year Founded:** 2017 - **HQ Location:** Lehi, UT - **LinkedIn® Page:** https://www.linkedin.com/company/clientbook-retail/ (22 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Luxury Goods & Jewelry, Retail - **Company Size:** 91% Small-Business, 7% Mid-Market #### What Are Clientbook's Pros and Cons? **Pros:** - Easy Communication (7 reviews) - Customer Engagement (5 reviews) - Customer Support (5 reviews) - Daily Use (4 reviews) - Ease of Use (4 reviews) **Cons:** - Software Bugs (3 reviews) - Data Management Issues (2 reviews) - Poor Categorization (2 reviews) - SMS Limitations (2 reviews) - System Limitations (2 reviews) ### What Do G2 Reviewers Say About Clientbook? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **easy communication** with clients via Clientbook, enhancing follow-ups and increasing deposit conversion rates. - Users value the **customer engagement capabilities** of ClientBook, enhancing communication and fostering strong retail relationships. - Users commend the **helpful customer support** of Clientbook, ensuring all questions are answered effectively and promptly. - Users find Clientbook to be extremely **convenient for daily use** , streamlining customer interactions and boosting sales efficiency. - Users appreciate the **ease of use** in Clientbook, facilitating quick client responses and effective communication. **Cons:** - Users experience **frequent glitches** in Clientbook, though support teams are responsive and helpful in resolving issues. - Users face **data management issues** with Clientbook, including difficulties removing client activities and limited language support. - Users find **poor categorization** in Clientbook's inbox leads to disorganization and missed communications, though improvements are noted. - Users express frustration with **SMS limitations** , particularly regarding links ending up in spam and inflexible tagging options. - Users are frustrated by **system limitations** , including inability to find new clients and difficulties in managing activities. #### What Are Recent G2 Reviews of Clientbook? **"[I'm Making More Money with Clientbook](https://www.g2.com/survey_responses/clientbook-review-10444143)"** **Rating:** 5.0/5.0 stars *— jenna h.* [Read full review](https://www.g2.com/survey_responses/clientbook-review-10444143) --- **"[Fast, Easy Customer Communication with Reliable Edge Integration](https://www.g2.com/survey_responses/clientbook-review-12703472)"** **Rating:** 4.5/5.0 stars *— Kaitlyn A.* [Read full review](https://www.g2.com/survey_responses/clientbook-review-12703472) --- #### What Are G2 Users Discussing About Clientbook? - [What is Clientbook Retail used for?](https://www.g2.com/discussions/what-is-clientbook-retail-used-for) ### 24. [Buzz](https://www.g2.com/products/buzz-outreach-limited-buzz/reviews) Buzz is the Frictionless Sales Engagement Platform for Revenue Teams and Agencies. Busy teams need an all-in-one sales technology that allows them to indentify, enrich and engage more prospects on all channels from a single platform. By combining core outreach and lead generation channels with Buzz's powerful B2B contact & intent database, web visitor resolution, and AI engine your team can easily streamline their most important prospecting activities and automatically sync them back to your CRM. **Average Rating:** 4.7/5.0 **Total Reviews:** 164 **How Do G2 Users Rate Buzz?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.4/10) - **Peformance Tracking:** 9.6/10 (Category avg: 8.4/10) - **Integrations / APIs:** 9.4/10 (Category avg: 8.7/10) - **Coaching :** 9.8/10 (Category avg: 8.4/10) **Who Is the Company Behind Buzz?** - **Seller:** [Buzz Outreach Limited](https://www.g2.com/sellers/buzz-outreach-limited) - **Year Founded:** 2020 - **HQ Location:** Toronto, CA - **LinkedIn® Page:** https://www.linkedin.com/company/buzzoutreach/ (120 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 74% Small-Business, 18% Mid-Market #### What Are Buzz's Pros and Cons? **Pros:** - Customer Support (15 reviews) - Helpful (14 reviews) - Ease of Use (13 reviews) - Campaign Management (8 reviews) - Lead Generation (7 reviews) **Cons:** - Expensive (2 reviews) - Integration Issues (2 reviews) - Time-Consuming (2 reviews) - AI Limitations (1 reviews) - Campaign Management (1 reviews) ### What Do G2 Reviewers Say About Buzz? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **exceptional customer support** of Buzz AI, praising the guidance and responsiveness from the team. - Users appreciate the **outstanding customer support** from Buzz, enjoying effective assistance and proactive outreach management. - Users appreciate the **ease of use** of Buzz, streamlining campaign creation and lead generation effectively. - Users love the **ease of campaign creation** with Buzz, noting its effective lead generation and comprehensive support. - Users appreciate the **effective lead generation strategies** of Buzz, finding it easy to create impactful campaigns. **Cons:** - Users find Buzz to be **expensive** , with rising costs and high rates compared to other campaign software. - Users face significant **integration issues** with CRM systems like Salesforce and Hubspot, leading to increased manual work. - Users find the **time-consuming nature** of campaign building and experimentation frustrating, impacting efficiency and results. - Users have observed that Buzz.ai has **limitations in versatility** when conversations stray from scripted paths. - Users find **building campaigns complex** , needing extensive experimentation and time to see results with Buzz. #### What Are Recent G2 Reviews of Buzz? **"[Excellent Customer Support, Ideal for Larger Scale](https://www.g2.com/survey_responses/buzz-review-12932882)"** **Rating:** 5.0/5.0 stars *— Verified User* [Read full review](https://www.g2.com/survey_responses/buzz-review-12932882) --- **"[Quality Leads Fast with Precision and Efficient Targeting](https://www.g2.com/survey_responses/buzz-review-12403399)"** **Rating:** 5.0/5.0 stars *— Sarah C.* [Read full review](https://www.g2.com/survey_responses/buzz-review-12403399) --- #### What Are G2 Users Discussing About Buzz? - [What is Buzz used for?](https://www.g2.com/discussions/what-is-buzz-used-for) - 2 comments ### 25. [Locale.ai](https://www.g2.com/products/locale-ai/reviews) Locale is a control tower for operations teams. We help ops teams shift from reacting and firefighting to proactively solving issues and bottle necks. Using Locale, our customers send alerts to different stakeholders, and track and manage these alerts from a centralised system. We integrate with different databases and help you send alerts to whatever platform you choose (Slack, Email, WhatsApp, SMS, Zendesk, Freshdesk, etc.) Companies from different industries such as Education, Medicine, Gaming, AgriTech and D2C are finding value with Locale. To learn more and try Locale for free, visit https://www.locale.ai/. **Average Rating:** 4.5/5.0 **Total Reviews:** 12 **How Do G2 Users Rate Locale.ai?** - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.4/10) **Who Is the Company Behind Locale.ai?** - **Seller:** [Locale.ai](https://www.g2.com/sellers/locale-ai) - **Year Founded:** 2019 - **HQ Location:** Palo Alto, California - **Twitter:** @Localeai (796 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/14507514 (11 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 67% Small-Business, 33% Mid-Market #### What Are Recent G2 Reviews of Locale.ai? **"[Proactive Solutions to Save Time and Improve Customer Satisfaction](https://www.g2.com/survey_responses/locale-ai-review-8150531)"** **Rating:** 4.0/5.0 stars *— Gian Paolo C.* [Read full review](https://www.g2.com/survey_responses/locale-ai-review-8150531) --- **"[Locale.ai review](https://www.g2.com/survey_responses/locale-ai-review-8154698)"** **Rating:** 5.0/5.0 stars *— Ishika S.* [Read full review](https://www.g2.com/survey_responses/locale-ai-review-8154698) --- #### What Are G2 Users Discussing About Locale.ai? - [What is Locale.ai used for?](https://www.g2.com/discussions/what-is-locale-ai-used-for) ## What Is AI Sales Assistant Software? [Sales Tools](https://www.g2.com/categories/sales-tools) ## What Software Categories Are Similar to AI Sales Assistant Software? - [Sales Intelligence Software](https://www.g2.com/categories/sales-intelligence) - [Sales Engagement Software](https://www.g2.com/categories/sales-engagement) - [Conversation Intelligence Software](https://www.g2.com/categories/conversation-intelligence) --- ## How Do You Choose the Right AI Sales Assistant Software? ### What You Should Know About AI Sales Assistant Software ### AI sales assistant software buying insights at a glance [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant) 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](https://www.g2.com/categories/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](https://www.g2.com/categories/conversation-intelligence), agent automation, scoring, [forecasting](https://www.g2.com/categories/ai-sales-assistant/f/sales-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](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews) **,** [Gong](https://www.g2.com/products/gong/reviews) **,** [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) **,** and [Apollo.io](https://www.g2.com/products/apollo-io/reviews). [(Source 2)](https://company.g2.com/news/g2-winter-2026-reports) ### What are the top-reviewed AI Sales Assistant Software on G2? [Salesforce Sales Cloud](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews) - Reviews: 1782 - Satisfaction: 99 - Market Presence: 99 - G2 Score: 99 [Gong](https://www.g2.com/products/gong/reviews) - Reviews: 443 - Satisfaction: 98 - Market Presence: 84 - G2 Score: 91 [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - Reviews: 1599 - Satisfaction: 88 - Market Presence: 89 - G2 Score: 88 [Apollo.io](https://www.g2.com/products/apollo-io/reviews) - Reviews: 988 - Satisfaction: 99 - Market Presence: 68 - G2 Score: 84 [ZoomInfo Sales](https://www.g2.com/products/zoominfo-sales/reviews) - 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](https://www.g2.com/reports)) **Market Presence** scores combine review and external signals that indicate market momentum and footprint. ([Source 2](https://www.g2.com/reports)) **G2 Score** is a weighted composite of Satisfaction and Market Presence. ([Source 2](https://www.g2.com/reports)) Learn how G2 scores products. ([Source 1](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5vlk6s*_gcl_au*MTAwMzU5MzUxLjE3NjM0MTg0NzYuNjY0NTIxMTY0LjE3NjQ2MTc0NzcuMTc2NDYxNzQ3Nw..*_ga*NzY1MDU0NjE3LjE3NjM0NzQ3ODM.*_ga_MFZ5NDXZ5F*czE3NjYwODk1MTMkbzY3JGcxJHQxNzY2MDkyMjQyJGo1NyRsMCRoMA..)) ### 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](https://www.g2.com/products/gong/reviews/gong-review-11901108), 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](https://www.g2.com/products/zoominfo-sales/reviews/zoominfo-sales-review-11491163), 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](https://www.g2.com/products/fathom-video/reviews/fathom-review-11373370), 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](https://www.g2.com/products/hubspot-sales-hub/reviews/hubspot-sales-hub-review-12101173), 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](https://www.g2.com/products/b2b-rocket/reviews/b2b-rocket-review-12130307), 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](https://www.g2.com/products/gong/reviews/gong-review-12170814), 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](https://www.g2.com/categories/email), [calendar](https://www.g2.com/categories/calendar-software), 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](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews) – Powerful CRM platform with embedded AI sales agents, lead management, and automation to drive revenue growth - [ZoomInfo Sales](https://www.g2.com/products/zoominfo-sales/reviews) – AI-driven sales intelligence platform for prospecting, lead prioritization, and workflow automation - [Gong](https://www.g2.com/products/gong/reviews) – Leading AI revenue operating system providing conversation intelligence, deal insights, and forecasting for sales teams - [Fathom](https://www.g2.com/products/fathom-video/reviews) – Free AI assistant for sales meetings, providing instant transcription, summaries, and CRM sync - [Fellow](https://www.g2.com/products/fellow/reviews) – 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](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews) – Integrated platform with AI agents for pipeline management, automation, forecasting, and revenue intelligence - [Apollo.io](https://www.g2.com/products/apollo-io/reviews) – AI-powered B2B sales platform for lead generation, enriched data, automated outreach, and end-to-end GTM execution - [ZoomInfo Sales](https://www.g2.com/products/zoominfo-sales/reviews) – Combines sales intelligence, buyer intent signals, and an AI-driven GTM Workspace to optimize prospect targeting and engagement - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) – Cloud CRM with AI assistant “Zia” for predictions, pipeline analytics, GTM automation, and deep integrations - [SalesHood](https://www.g2.com/products/saleshood/reviews) – 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. ### Most Popular FAQs #### Which AI Sales Assistant Software has the best reviews? Based on thousands of verified G2 reviews, these AI sales assistant platforms consistently earn the highest ratings across real user experiences: - [Fathom](https://www.g2.com/products/fathom/reviews) — An AI meeting assistant that automatically records, transcribes, and summarizes sales calls—then syncs key takeaways directly to CRM—earning near-perfect ratings from sales teams of all sizes for eliminating manual note-taking and helping reps focus entirely on the conversation. - [Qualified](https://www.g2.com/products/qualified/reviews) — A pipeline generation platform that uses AI to engage website visitors in real time, qualifying and routing prospects to the right sales rep the moment they show buying intent, consistently top-rated for the speed at which it converts web traffic into pipeline. - [Substrata](https://www.g2.com/products/substrata/reviews) — An AI-powered conversational intelligence platform that analyzes the subtext and sentiment of sales communications to give reps real-time guidance on deal dynamics, stakeholder relationships, and the optimal next move to advance an opportunity. - [Breakout](https://www.g2.com/products/breakout/reviews) — An AI sales coaching and conversation analysis platform that provides sales managers with deal-level insights and rep performance metrics derived from recorded sales conversations, earning perfect ratings for its accuracy and actionability. #### What is AI sales assistant software? AI sales assistant software applies machine learning and natural language processing to automate, augment, and accelerate the activities that consume a sales rep's working day—from prospecting and outreach personalization to meeting follow-up, CRM data entry, and deal risk forecasting.  The category spans several distinct use cases that often overlap in a single platform. Conversation intelligence tools record and analyze sales calls to surface coaching moments, track competitor mentions, and automatically update CRM records with deal intelligence. AI prospecting tools identify ideal-fit accounts and contacts, generate personalized outreach sequences, and automate follow-up cadences to keep pipeline development moving without manual effort.  Revenue intelligence platforms aggregate data across the full sales cycle—calls, emails, calendar, CRM—to give sales managers a forecast-grade view of deal health and rep performance. Real-time guidance tools surface relevant content, battle cards, or objection responses during live calls based on what prospects say. What unifies the category is the core value proposition: giving sales teams back the hours previously consumed by administrative work so they can spend more time in front of buyers—and giving them better information when they are. #### Affordable AI sales assistants for medium businesses Mid-market companies—typically between 200 and 1,000 employees—need AI sales assistant tools that deliver measurable ROI without the six-figure enterprise contracts or extensive IT implementation timelines that come with legacy sales technology. These platforms offer strong AI sales capabilities at price points accessible to mid-market sales teams: - [Instantly](https://www.g2.com/products/instantly/reviews) — An AI-powered outbound sales and email automation platform with flat-rate pricing that gives mid-market sales teams unlimited sending infrastructure, AI-personalized sequences, and deliverability tools without per-seat costs that escalate with headcount. - [Humantic AI](https://www.g2.com/products/humantic-ai/reviews) — A buyer intelligence platform that builds personality profiles for prospects using publicly available data, giving mid-market sales reps and managers actionable guidance on communication style and outreach approach without requiring enterprise data contracts. - [Amplemarket](https://www.g2.com/products/amplemarket/reviews) — An AI sales platform that combines prospecting data, outbound sequencing, and conversation intelligence in a single subscription, designed for mid-market revenue teams that need an all-in-one solution without purchasing and integrating three separate tools. - [Close](https://www.g2.com/products/close/reviews) — A CRM with built-in AI sales assistant features—including automated calling, email sequencing, and activity tracking—that mid-market inside sales teams use as an affordable all-in-one alternative to combining Salesforce with separate sales engagement tools. #### Best-rated AI sales assistant tools The highest-rated AI sales assistant tools combine accurate AI outputs—transcriptions that are actually reliable, summaries that capture what matters, signals that reflect real deal dynamics—with interfaces that sales reps adopt without being forced to. These platforms consistently top G2's ratings across the full category: - [Gong](https://www.g2.com/products/gong/reviews) — The market-leading revenue intelligence platform that records and analyzes every customer interaction across calls, emails, and web conferences, giving sales leaders AI-powered deal inspection, forecast accuracy, and rep coaching insights that revenue teams at scale depend on. - [Lindy](https://www.g2.com/products/lindy/reviews) — An AI agent platform that lets sales teams build customized AI assistants for specific sales workflows—from lead qualification to follow-up sequencing to CRM enrichment—without requiring engineering support to configure or deploy. - [GTM Buddy](https://www.g2.com/products/gtm-buddy/reviews) — A sales enablement and AI guidance platform that surfaces the right content, playbooks, and competitive insights during live sales conversations, consistently top-rated by enterprise sales teams for the speed and relevance of its in-meeting recommendations. - [ZoomInfo Sales](https://www.g2.com/products/zoominfo-sales/reviews) — An AI-powered sales intelligence platform combining a deep B2B contact and company database with buying intent signals, predictive scoring, and workflow automation that helps sales teams prioritize the accounts most likely to convert. #### What's the top AI sales app for increasing leads? Increasing lead volume with AI means automating the identification, enrichment, and outreach activities that manual prospecting can't scale—finding more ideal-fit accounts faster, engaging them with personalized messaging at volume, and converting more website visitors and inbound signals into qualified pipeline. These platforms are most frequently cited by G2 reviewers specifically for lead generation and pipeline growth results: - [Apollo.io](https://www.g2.com/products/apollo-io/reviews) — A sales intelligence and engagement platform combining one of the largest B2B contact databases with AI-powered outreach sequencing, consistently cited by sales teams for dramatically increasing the volume of qualified prospects in their pipeline without adding headcount. - [B2B Rocket](https://www.g2.com/products/b2b-rocket/reviews) — An AI-powered outbound sales automation platform that deploys autonomous AI agents to identify target accounts, personalize outreach at scale, and book meetings directly into sales reps' calendars—purpose-built for teams that need to fill pipeline fast. - [Jeeva AI](https://www.g2.com/products/jeeva-ai/reviews) — An AI sales agent platform that automates the full top-of-funnel workflow—account identification, contact enrichment, personalized outreach, and follow-up sequencing—enabling sales teams to operate outbound programs at scale without a large SDR team. - [Qualified](https://www.g2.com/products/qualified/reviews) — A pipeline generation platform that uses AI to identify high-intent website visitors in real time and engage them with personalized chat experiences, dramatically increasing the rate at which inbound traffic converts into qualified sales meetings. ### Small Business FAQs #### What is the most affordable AI Sales Assistant Software for SMBs? Small businesses need AI sales tools that deliver real productivity gains without enterprise-tier pricing—ideally tools that replace manual tasks immediately rather than requiring weeks of configuration or CRM customization. Based on G2 review data from companies under 200 employees, these platforms offer the strongest combination of AI sales capability and SMB-accessible pricing: - [Fathom](https://www.g2.com/products/fathom/reviews) — An AI meeting assistant with a generous free tier that automatically captures and summarizes sales calls, syncs key moments to CRM, and eliminates post-call admin—making it one of the most immediate and cost-effective AI sales investments a small sales team can make. - [Instantly](https://www.g2.com/products/instantly/reviews) — An AI outbound sales platform with unlimited-sending plans at flat-rate pricing that small sales teams use to run personalized cold email campaigns at scale without per-contact costs that add up quickly in other prospecting tools. - [lemlist](https://www.g2.com/products/lemlist/reviews) — A sales engagement and outreach automation platform with competitive pricing for small teams, offering AI-powered email personalization, multichannel sequencing, and deliverability tools that help small business sales reps punch above their weight in outbound prospecting. - [Reply](https://www.g2.com/products/reply/reviews) — An AI-powered sales engagement platform with SMB-friendly pricing that combines email sequencing, AI email writing, and contact discovery to help small sales teams automate outbound outreach without requiring a dedicated sales ops function to manage. #### What is the best AI Sales Assistant Software for startups? Startups need AI sales tools that deploy without a dedicated sales ops team, integrate with the CRM stack they're already using, and produce measurable results in pipeline or productivity within weeks rather than quarters. These platforms are consistently top-rated by startup-stage reviewers on G2: - [Fathom](https://www.g2.com/products/fathom/reviews) — The highest-rated AI sales assistant among startup reviewers, offering instant value from the first meeting with automatic call transcription, AI-generated summaries, and CRM sync—freeing founders and early sales reps from the manual documentation that slows down small, fast-moving teams. - [Substrata](https://www.g2.com/products/substrata/reviews) — An AI sales intelligence platform that helps startup sales teams decode the signals in their email and meeting conversations—identifying where deals are stalling, which stakeholders are engaged, and what actions are most likely to move opportunities forward. - [B2B Rocket](https://www.g2.com/products/b2b-rocket/reviews) — An AI outbound platform that lets startups run automated prospecting and outreach campaigns without hiring an SDR team, deploying AI agents that identify, contact, and qualify prospects so early-stage sales reps can focus on closing rather than sourcing. - [Autobound](https://www.g2.com/products/autobound/reviews) — An AI personalization platform that generates highly researched, contextually relevant outreach messages at scale, enabling startup sales reps to send the kind of personalized cold outreach that actually gets responses without spending hours on research per prospect. #### Which AI Sales Assistant Software is the most user-friendly for startups? In a startup environment where every sales tool needs to prove its value immediately and adoption can't be mandated, ease of use is a genuine competitive differentiator. These platforms earn the highest ease-of-use scores from startup-size reviewers on G2: - [Fathom](https://www.g2.com/products/fathom/reviews) — Startup reviewers consistently cite Fathom as the most frictionless AI sales tool they've used, noting that it works immediately after installation with zero configuration and delivers accurate meeting summaries and CRM entries without any manual input. - [Breakout](https://www.g2.com/products/breakout/reviews) — An AI sales coaching platform that startup sales managers describe as remarkably intuitive to set up and use, with a clean interface that surfaces deal insights and coaching moments without requiring users to build dashboards or configure data pipelines. - [Lindy](https://www.g2.com/products/lindy/reviews) — An AI agent platform that startup reviewers highlight for its no-code agent builder, which lets non-technical sales team members create custom AI workflows—like automated follow-up sequences or meeting prep briefings—without engineering support. - [Autobound](https://www.g2.com/products/autobound/reviews) — A personalized outreach platform that startup sales reps cite for its fast onboarding and intuitive Chrome extension workflow, noting that it requires almost no setup to start generating relevant, personalized emails directly within their existing prospecting workflow. #### What is the best AI sales assistant for solopreneurs and freelancers? Solo operators running their own sales outreach face a unique challenge: they need enterprise-grade prospecting and follow-up capabilities without the budget, team, or time to manage complex sales stacks. Explore purpose-built options on G2's[AI sales assistant software for small businesses](https://www.g2.com/categories/ai-sales-assistant/small-business) page. These platforms are most frequently adopted and highly rated by independent professionals and solo business owners on G2: - [Fathom](https://www.g2.com/products/fathom/reviews) — An AI meeting assistant with a free tier that solopreneurs use to capture, summarize, and share meeting notes automatically—eliminating the post-call documentation that disproportionately burdens solo operators who don't have support staff to handle follow-up admin. - [Crystal](https://www.g2.com/products/crystal/reviews) — A personality intelligence platform that solopreneurs and freelancers use to understand how each prospect prefers to communicate, enabling more resonant outreach and sales conversations without the relationship history that experienced enterprise reps use to guide their approach. - [Instantly](https://www.g2.com/products/instantly/reviews) — An outbound email platform with unlimited sending plans that solo operators use to run personalized cold email campaigns without the per-contact costs that make similar tools prohibitively expensive for small-volume, high-personalization prospecting. - [lemlist](https://www.g2.com/products/lemlist/reviews) — A multichannel outreach platform that freelancers and solopreneurs use to manage personalized email, LinkedIn, and phone outreach sequences from a single interface, enabling consistent follow-up without the manual overhead of tracking each touchpoint individually. #### What is the best AI tool for sales teams transitioning from manual prospecting? Teams moving from spreadsheet-based or fully manual prospecting to AI-assisted outbound need tools that augment existing habits rather than requiring a complete workflow overhaul. The most successful transitions use platforms that integrate with the CRM already in place, automate the most time-consuming prospecting tasks first—list building, personalization, and follow-up sequencing—and provide enough transparency in their AI outputs that reps can trust and verify results. Explore options tailored to this transition on G2's[small business AI sales assistant page](https://www.g2.com/categories/ai-sales-assistant/small-business). Platforms like[](https://www.g2.com/products/apollo-io/reviews)[Apollo.io](https://www.g2.com/products/apollo-io/reviews),[](https://www.g2.com/products/amplemarket/reviews)[Amplemarket](https://www.g2.com/products/amplemarket/reviews), and[](https://www.g2.com/products/autobound/reviews)[Autobound](https://www.g2.com/products/autobound/reviews) are frequently cited by reviewers making this transition for their clean onboarding experience, strong CRM integrations, and the immediate, measurable time savings they produce from the first week of use—without requiring a complete change to how reps structure their selling day. ### Enterprise FAQs #### What is the best-rated AI Sales Assistant Software for tech enterprises? Technology companies at enterprise scale operate large, complex sales motions—long B2B sales cycles, multiple stakeholders, technical evaluation processes, and revenue teams distributed across geographies. Based on G2 review data from IT and software companies at enterprise scale, these platforms earn the strongest ratings: - [Qualified](https://www.g2.com/products/qualified/reviews) — A pipeline generation platform purpose-built for B2B tech companies running account-based sales motions, combining real-time website visitor intelligence with AI-powered engagement that routes high-value accounts to the right rep the moment buying intent is detectable. - [Poggio](https://www.g2.com/products/poggio/reviews) — An AI-powered account research and strategic selling platform that enterprise tech sales teams use to build deep account context—org charts, priorities, stakeholder dynamics, and key initiatives—that enables more relevant, executive-level conversations. - [Fathom](https://www.g2.com/products/fathom/reviews) — The top-rated AI meeting assistant among tech enterprise reviewers, praised for its reliable transcription accuracy, automated CRM sync, and ability to integrate seamlessly into complex Salesforce and HubSpot environments without administrative overhead. - [GTM Buddy](https://www.g2.com/products/gtm-buddy/reviews) — A sales enablement and AI guidance platform highly rated by tech enterprise sales teams for its ability to surface the right competitive intelligence, objection handling guidance, and content recommendations during live discovery and demo calls. #### What is the most reliable AI Sales Assistant Software for enterprises? Enterprise reliability for AI sales tools means consistent AI output quality, stable integrations with Salesforce and other revenue systems, and a vendor track record that enterprise IT and revenue operations teams can depend on for multi-year deployments. These platforms earn the strongest trust signals from large enterprise reviewers on G2: - [Gong](https://www.g2.com/products/gong/reviews) — The most widely deployed enterprise revenue intelligence platform, with a long track record of stable performance at scale, consistent AI accuracy across millions of recorded sales interactions, and enterprise-grade security and compliance controls that large organizations' IT teams require for production deployment. - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — The most broadly adopted enterprise sales platform, providing the foundational CRM infrastructure and AI capabilities that large revenue teams depend on, backed by Salesforce's enterprise support commitments and the deep integration ecosystem that enterprise sales operations are built around. - [Clari](https://www.g2.com/products/clari/reviews) — A revenue operations and AI forecasting platform trusted by enterprise revenue leaders for its consistent deal inspection accuracy, reliable pipeline analytics, and the kind of forecast credibility that CFOs and CROs depend on for financial planning and board reporting. - [ZoomInfo Sales](https://www.g2.com/products/zoominfo-sales/reviews) — A market-leading B2B intelligence platform that enterprise sales and marketing teams rely on for consistently accurate contact data, intent signals, and workflow integrations—with a data quality and compliance infrastructure that enterprise procurement teams evaluate rigorously before approving. #### What is the best-reviewed AI Sales Assistant Software for enterprise app integration? Integration reliability determines whether an AI sales tool can serve as the connective intelligence layer across a complex enterprise revenue stack—syncing data between CRM, sales engagement, marketing automation, and conversation intelligence tools without creating reconciliation gaps or requiring manual data management. These platforms are most frequently cited by enterprise reviewers for integration quality: - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — The most integration-mentioned AI sales platform in the category by a significant margin, with native Einstein AI capabilities and a vast AppExchange ecosystem that enterprise teams use to build fully connected revenue technology architectures with Salesforce as the system of record. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — An AI-powered sales CRM with deep native integrations across marketing, service, and operations hubs, praised by enterprise reviewers for bidirectional data sync reliability and the ability to build unified revenue reporting across the full customer journey without custom engineering. - [Fathom](https://www.g2.com/products/fathom/reviews) — An AI meeting assistant with integration mentions among the highest in the category, consistently praised by enterprise reviewers for its reliable Salesforce, HubSpot, and Notion sync that keeps CRM records current from every sales conversation without requiring reps to manually update fields. - [Substrata](https://www.g2.com/products/substrata/reviews) — An AI sales intelligence platform with strong enterprise integration marks, recognized for its reliable email and calendar integration that feeds deal signal data directly into the CRM workflows enterprise sales teams already use to manage opportunities and forecast pipeline. #### What is the best AI sales assistant for enterprise revenue intelligence and forecasting? Revenue intelligence and forecasting is one of the highest-stakes AI applications in enterprise sales—CROs and CFOs depend on forecast accuracy for headcount decisions, financial planning, and board communication. Explore how leading platforms compare on G2's[enterprise AI sales assistant software](https://www.g2.com/categories/ai-sales-assistant/enterprise) page. These platforms are most highly rated by enterprise revenue operations and sales leadership teams for AI-powered forecasting and deal inspection: - [Gong](https://www.g2.com/products/gong/reviews) — The market-leading revenue intelligence platform that enterprise sales leaders use to get a data-driven view of pipeline health, risk-adjusted forecasts, and deal-level insights derived from actual buyer engagement data—replacing gut-feel and rep-reported status with AI-analyzed conversation and activity signals. - [Clari](https://www.g2.com/products/clari/reviews) — A revenue operations platform that enterprise RevOps, sales leadership, and finance teams use for AI-powered pipeline inspection, forecast submission and rollup, and revenue analytics that give organizations a single, reliable number to plan and report against. - [Aviso](https://www.g2.com/products/aviso/reviews) — An AI revenue intelligence platform with predictive forecasting capabilities that enterprise teams use to model deal outcomes, identify at-risk pipeline, and give sales managers the account-level insights needed to intervene on deals before they slip. - [Substrata](https://www.g2.com/products/substrata/reviews) — A conversational intelligence platform that enterprise revenue leaders use to understand the sentiment and engagement patterns underlying their pipeline data—surfacing the relationship dynamics and stakeholder signals that activity-based forecasting tools miss. #### What should enterprise revenue teams evaluate when selecting AI sales assistant software? Enterprise AI sales assistant selection is meaningfully different from other software evaluations—AI output quality, model training data, and the platform's approach to data privacy all require scrutiny that typical feature checklists don't surface.  Explore how top enterprise solutions compare on G2's[enterprise AI sales assistant software](https://www.g2.com/categories/ai-sales-assistant/enterprise) page. Key evaluation dimensions that emerge consistently in enterprise reviewer feedback include: CRM integration depth and bidirectionality (particularly Salesforce and HubSpot), AI accuracy and transparency (can reps verify and correct outputs?), data security and privacy posture for recorded sales conversations, time-to-value from initial deployment, adoption support and change management capabilities, and alignment between the platform's AI focus (conversation intelligence vs. prospecting vs. forecasting) and the team's primary productivity bottleneck.  Enterprise reviewers of platforms like[](https://www.g2.com/products/gong/reviews)[Gong](https://www.g2.com/products/gong/reviews),[](https://www.g2.com/products/qualified/reviews)[Qualified](https://www.g2.com/products/qualified/reviews), and[](https://www.g2.com/products/clari/reviews)[Clari](https://www.g2.com/products/clari/reviews) consistently note that the quality of the vendor's onboarding program and ongoing strategic support are as important to realized value as the platform's AI capabilities—because even the most powerful AI tools fail without strong organizational adoption. ### Sources 1. [G2 Scoring Methodologies](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5ky9es*_gcl_au*MTY2NDg2MDY3Ny4xNzU1MDQxMDU4*_ga*MTMwMTMzNzE1MS4xNzQ5MjMyMzg1*_ga_MFZ5NDXZ5F*czE3NTUwOTkzMjgkbzQkZzEkdDE3NTUwOTk3NzYkajU3JGwwJGgw) 2. [G2 Winter 2026 Reports](https://company.g2.com/news/g2-winter-2026-reports) Researched By: [Julie Jung](https://research.g2.com/insights/author/julie-jung) Last updated on April 24, 2026