# Best AI Sales Assistant Software

  *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 (24,643 reviews) | CRM-native AI inside Salesforce workflows | "[The AI CRM That Scales Your Sales Team Without Adding Headcount](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12955821)" |
| 2 | [Gong](https://www.g2.com/products/gong/reviews) | 4.7/5.0 (6,493 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 (13,244 reviews) | Structured sales workflows tied to native CRM | "[Automates Follow-Ups and Reminders, So No Lead Slips Through](https://www.g2.com/survey_responses/hubspot-sales-hub-review-12952644)" |
| 4 | [Salesloft](https://www.g2.com/products/salesloft/reviews) | 4.5/5.0 (4,153 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 (9,340 reviews) | Combined data and engagement platform for outbound | "[One Platform for Prospecting, Outreach, and Pipeline Growth](https://www.g2.com/survey_responses/apollo-io-review-12951676)" |
| 6 | [GTM Workspace - Powered by ZoomInfo](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/reviews) | 4.5/5.0 (8,874 reviews) | Enterprise B2B contact data with AI sales workspace | "[ZoomInfo GTM Workspace: Fast, Accurate Data and Strong ROI for Channel Prospecting](https://www.g2.com/survey_responses/gtm-workspace-powered-by-zoominfo-review-12893195)" |
| 7 | [Fathom](https://www.g2.com/products/fathom-video/reviews) | 5.0/5.0 (6,863 reviews) | Accurate AI meeting summaries with effortless setup | "[Essential for Sales Calls and Follow-Up](https://www.g2.com/survey_responses/fathom-review-12950761)" |
| 8 | [Storylane](https://www.g2.com/products/storylane/reviews) | 4.8/5.0 (1,458 reviews) | — | "[Storylane Makes Product Demos Faster, Clearer, and More Engaging](https://www.g2.com/survey_responses/storylane-review-12860241)" |
| 9 | [Qualified](https://www.g2.com/products/qualified/reviews) | 4.9/5.0 (1,478 reviews) | AI SDR for inbound pipeline from website visitors | "[Powerful tool for faster speed-to-lead & clear ROI tracking](https://www.g2.com/survey_responses/qualified-review-12849779)" |
| 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:** 670

### Category Stats (Jun 2026)
- **Average Rating**: 4.62/5 (↑0.01 vs May 2026) The average rating of products in this category, based on all submitted ratings
- **New Reviews This Quarter**: 904
- **Buyer Segments**: Small-Business 45% │ Mid-Market 40% │ Enterprise 15% Represents the distribution of reviewers across all products in this category.
- **Top Trending Product**: Whyzer (+14.58%) - Among all products in this category, Whyzer recorded the largest rating increase compared to last month
*Last updated: June 09, 2026*

  
## How Does G2 Rank AI Sales Assistant Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 175,500+ Authentic Reviews
- 670+ 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:** [Retell AI](https://www.g2.com/products/retell-ai/reviews)
- **Best Free Software:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)

  
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---

    
## 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. [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)
  Accelerate revenue from pipeline to paycheck with Salesforce Sales Cloud - your complete growth platform that brings together the power of humans with agents at every step of the sales cycle. Boost productivity with automation and drive revenue with an integrated growth platform. The future of sales is here, and with Agentforce, we’re helping teams unlock their full potential - making them limitless. Build Pipeline Faster with AI Agents: Sales Agents Sales AI Sales Engagement Sales Programs Buyer Engagement Accelerate Productivity with Automation: Sales Data Sales Analytics Sales Team Productivity Revenue Intelligence Drive Revenue on an Integrated Platform: Revenue Lifecycle Management and CPQ Sales Performance Management Partner Relationship Management


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 24,643
**How Do G2 Users Rate Agentforce Sales (formerly Salesforce Sales Cloud)?**

- **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 8.8/10 (Category avg: 8.4/10)
- **Integrations / APIs:** 8.8/10 (Category avg: 8.6/10)
- **Coaching :** 8.4/10 (Category avg: 8.4/10)

**Who Is the Company Behind Agentforce Sales (formerly Salesforce Sales Cloud)?**

- **Seller:** [Salesforce](https://www.g2.com/sellers/salesforce)
- **Company Website:** https://www.salesforce.com/
- **Year Founded:** 1999
- **HQ Location:** San Francisco, CA
- **Twitter:** @salesforce (579,511 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/3185/ (83,223 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Account Executive, Account Manager
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 46% Mid-Market, 34% Enterprise


#### What Are Agentforce Sales (formerly Salesforce Sales Cloud)'s Pros and Cons?

**Pros:**

- Ease of Use (3658 reviews)
- Features (3167 reviews)
- Lead Management (2051 reviews)
- Customization (1641 reviews)
- Customizability (1620 reviews)

**Cons:**

- Learning Curve (1831 reviews)
- Limitations (1412 reviews)
- Missing Features (1147 reviews)
- Limited Features (1126 reviews)
- Expensive (1109 reviews)

### 2. [Gong](https://www.g2.com/products/gong/reviews)
  Gong harnesses the power of AI to transform how revenue teams win. The Gong Revenue AI Operating System unifies data, insights, and workflows into a single, trusted system that observes, guides, and acts alongside the world’s most successful revenue teams. Powered by the Gong Revenue Graph, AI-powered intelligence, specialized agents, and trusted applications, Gong helps more than 5,000—including LinkedIn, Shopify, Slack, Twilio, Zillow, and Morningstar—companies around the world deeply understand their teams and customers, automate critical sales workflows, and close more deals with less effort. Recognized by G2 as the #1 Best Software Product for multiple years, Gong continues to lead in customer satisfaction, innovation, and AI-powered revenue transformation. For more information, visit www.gong.io.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 6,493
**How Do G2 Users Rate Gong?**

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 8.6/10 (Category avg: 8.4/10)
- **Integrations / APIs:** 8.3/10 (Category avg: 8.6/10)
- **Coaching :** 8.5/10 (Category avg: 8.4/10)

**Who Is the Company Behind Gong?**

- **Seller:** [Gong](https://www.g2.com/sellers/gong)
- **Company Website:** https://www.gong.io
- **Year Founded:** 2015
- **HQ Location:** San Francisco, California
- **Twitter:** @Gong_io (7,642 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/10454372/ (2,546 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Account Executive, Customer Success Manager
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 69% Mid-Market, 18% Enterprise


#### What Are Gong's Pros and Cons?

**Pros:**

- Helpful (301 reviews)
- Ease of Use (240 reviews)
- Call Recording (194 reviews)
- Accuracy (188 reviews)
- AI Summary (186 reviews)

**Cons:**

- Call Issues (119 reviews)
- Recording Issues (77 reviews)
- AI Inaccuracy (69 reviews)
- AI Limitations (67 reviews)
- Missing Features (60 reviews)

### 3. [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews)
  Sales Hub combines sales engagement tools, AI-powered productivity features, and workflow automation into a unified platform designed to help growing teams close deals faster. Core Value Proposition: Sales Hub addresses common sales challenges: inefficient manual processes that slow deal velocity, fragmented customer information creating incomplete context, and complex software requiring extensive training and ongoing administration. Built on the HubSpot Smart CRM, Sales Hub connects customer data and sales tools in a single unified system. Key Capabilities Sales Engagement Tools: Sales Hub provides email tracking, meeting scheduling, document sharing, and communication templates that streamline prospect interactions and eliminate administrative friction in the sales process. AI-Powered Productivity: The platform includes AI features that automate repetitive tasks, suggest next actions based on deal context, and surface relevant customer insights, helping representatives focus on selling rather than administrative work. Unified Customer View: Because all customer data, communication history, and deal information exists within the Smart CRM, sales representatives see complete context without toggling between systems. This includes visibility into marketing interactions, service tickets, and prior sales conversations. Workflow Automation: Sales Hub automates routine sales processes, ensuring consistent execution without manual coordination. Sales Hub vs. Alternatives: Unlike legacy CRM systems functioning primarily as databases requiring extensive customization, Sales Hub includes engagement tools, automation, and AI capabilities as native features rather than add-ons requiring integration. This eliminates the complexity of purchasing separate tools for email tracking, meeting scheduling, document management, and sales analytics. Sales Hub's intuitive interface reduces training time for new team members compared to traditional sales platforms requiring extensive technical knowledge. Teams benefit from fast onboarding, seamless alignment through shared data visibility, and flexible scaling. Who Should Use Sales Hub Sales Hub serves growing sales teams needing to increase productivity without adding headcount, sales representatives requiring complete customer context during buyer conversations, and sales leaders seeking pipeline visibility through unified reporting. The platform scales from small sales teams to enterprise organizations. Outcome Sales Hub helps teams sell smarter, not harder, enabling reps to get richer context and better insights at every step of the buyer journey.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 13,244
**How Do G2 Users Rate HubSpot Sales Hub?**

- **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:** 8.6/10 (Category avg: 8.6/10)
- **Coaching :** 8.3/10 (Category avg: 8.4/10)

**Who Is the Company Behind HubSpot Sales Hub?**

- **Seller:** [HubSpot](https://www.g2.com/sellers/hubspot)
- **Company Website:** https://hubspot.com
- **Year Founded:** 2006
- **HQ Location:** Cambridge, Massachusetts, United States
- **Twitter:** @HubSpot (784,409 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/68529/ (12,158 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Account Executive, Sales Development Representative
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 60% Small-Business, 35% Mid-Market


#### What Are HubSpot Sales Hub's Pros and Cons?

**Pros:**

- Ease of Use (1430 reviews)
- Helpful (760 reviews)
- Features (702 reviews)
- Lead Management (671 reviews)
- Intuitive (617 reviews)

**Cons:**

- Missing Features (500 reviews)
- Limited Features (472 reviews)
- Learning Curve (447 reviews)
- Expensive (344 reviews)
- Limited Customization (319 reviews)

### 4. [Salesloft](https://www.g2.com/products/salesloft/reviews)
  Clari + Salesloft is a category-transforming AI company architecting the future of revenue. By building the world’s first Predictive Revenue System, we help organizations move beyond fragmented applications and systems of record to a model that continuously drives and adapts revenue execution. Our platform captures deal data signals, and uses tailor-built AI to create the right context and drive action across sales teams. Instead of disconnected insights and siloed workflows, sales teams operate with shared understanding, faster decisions, and execution that stays aligned to the business. Trusted by thousands of enterprises including Adobe, 3M, IBM, and Zoom, Clari + Salesloft powers the forecast, surfaces pipeline risk, and drives proactive execution—returning thousands of hours to the field and enabling predictable, scalable growth.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 4,153
**How Do G2 Users Rate Salesloft?**

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 10.0/10 (Category avg: 8.4/10)
- **Integrations / APIs:** 10.0/10 (Category avg: 8.6/10)
- **Coaching :** 9.6/10 (Category avg: 8.4/10)

**Who Is the Company Behind Salesloft?**

- **Seller:** [Salesloft](https://www.g2.com/sellers/salesloft)
- **Company Website:** https://salesloft.com
- **Year Founded:** 2011
- **HQ Location:** Atlanta, GA
- **Twitter:** @Salesloft (18,437 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2296178/ (1,101 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Account Executive, Sales Development Representative
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 56% Mid-Market, 23% Small-Business


#### What Are Salesloft's Pros and Cons?

**Pros:**

- Ease of Use (256 reviews)
- Helpful (158 reviews)
- Features (155 reviews)
- Automation (146 reviews)
- Time-saving (138 reviews)

**Cons:**

- Missing Features (95 reviews)
- Slow Performance (69 reviews)
- Call Issues (65 reviews)
- Not Intuitive (65 reviews)
- Connection Issues (63 reviews)

### 5. [Apollo.io](https://www.g2.com/products/apollo-io/reviews)
  Apollo.io is an AI-powered go-to-market (GTM) platform that helps revenue teams find, engage, and manage B2B buyers across the entire sales cycle. Apollo.io is the company behind the industry’s first fully agentic GTM platform, transforming how revenue teams execute. Going beyond automation, Apollo’s intelligent agents actively drive results across the entire sales funnel – from prospecting to deal management – all in one place. Trusted by millions of users and hundreds of thousands of companies – including Anthropic, Autodesk, and Docusign – Apollo is making world-class go-to-market simple, intelligent, and accessible for all. Apollo serves sales development representatives, account executives, sales leaders, revenue operations, and marketing teams at B2B organizations of various sizes. Teams use Apollo to build and maintain target account lists, orchestrate outbound and inbound motions, manage opportunities, and understand which activities lead to qualified pipeline and closed revenue. Key capabilities include: Data and targeting: Access to a large B2B database with company and contact details, including firmographic, technographic, and buyer signal data, so users can define ideal customer profiles and create precise segments for outreach. Prospecting and enrichment: Tools to search, filter, and save prospect lists, plus enrichment workflows that keep contact and account records up to date in Apollo and connected systems such as CRM. Sales engagement: Multi-step, multi-channel sequences for email, calls, and tasks that standardize how reps follow up with prospects, with controls for timing, throttling, and deliverability. Agentic and AI-assisted workflows: Intelligent agents and AI features that help with account research, lead scoring, message generation, and next-step recommendations so reps can prioritize and personalize at scale. Deal and activity management: Basic CRM-style functionality for tracking opportunities, stages, activities, and notes, giving teams a single view of pipeline health and sales performance. By combining data, engagement, and deal execution in one platform, Apollo is designed to reduce the number of disconnected tools in a typical GTM stack and provide a consistent workflow for building pipeline and managing deals. This helps organizations improve data quality, increase seller productivity, and run more structured, measurable go-to-market programs.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 9,340
**How Do G2 Users Rate Apollo.io?**

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 8.4/10 (Category avg: 8.4/10)
- **Integrations / APIs:** 8.3/10 (Category avg: 8.6/10)
- **Coaching :** 7.9/10 (Category avg: 8.4/10)

**Who Is the Company Behind Apollo.io?**

- **Seller:** [Apollo.io](https://www.g2.com/sellers/apollo-io)
- **Company Website:** https://www.apollo.io/
- **Year Founded:** 2015
- **HQ Location:** San Francisco, CA
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Account Executive, Business Development Manager
  - **Top Industries:** Information Technology and Services, Computer Software
  - **Company Size:** 67% Small-Business, 29% Mid-Market


#### What Are Apollo.io's Pros and Cons?

**Pros:**

- Ease of Use (1587 reviews)
- Lead Generation (1349 reviews)
- Features (1321 reviews)
- Helpful (1317 reviews)
- Time-saving (1123 reviews)

**Cons:**

- Missing Features (559 reviews)
- Inaccurate Data (469 reviews)
- Learning Curve (458 reviews)
- Limited Features (431 reviews)
- Data Inaccuracy (420 reviews)

### 6. [GTM Workspace - Powered by ZoomInfo](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/reviews)
  Note: GTM Workspace is the upgraded version of ZoomInfo Sales and ZoomInfo Copilot. GTM Workspace is a unified sales execution platform that empowers account executives and account managers to run their entire book of business from a single workspace. By bringing together CRM data, ZoomInfo intelligence, engagement history, and buying signals into one consolidated view, GTM Workspace eliminates the constant context-switching that prevents sellers from doing their best work. At the core of GTM Workspace is an AI assistant that understands the full context of a rep's territory - their accounts, open opportunities, past conversations, and real-time signals - enabling natural language commands that drive real action. Sellers can instantly prepare for meetings, monitor account health, prioritize pipeline, and identify the best prospects to pursue, all without leaving a single interface. GTM Workspace integrates directly with Salesforce, maintaining bidirectional, real-time sync so CRM data stays current automatically. Flexible, spreadsheet-style Views allow reps to slice and analyze their accounts, contacts, leads, and opportunities exactly the way they work - with ZoomInfo firmographic, technographic, and intent data enriched directly alongside CRM fields. Purpose-built for the way modern sales teams operate, GTM Workspace requires no training, no agent building, and no engineering projects. It works immediately out of the box, delivering day-one value on top of the data foundation teams already rely on. The result: sellers spend less time stitching together information across disconnected tools and more time doing what they do best - building relationships and closing deals.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 8,874
**How Do G2 Users Rate GTM Workspace - Powered by ZoomInfo?**

- **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:** 8.5/10 (Category avg: 8.6/10)
- **Coaching :** 8.3/10 (Category avg: 8.4/10)

**Who Is the Company Behind GTM Workspace - Powered by ZoomInfo?**

- **Seller:** [ZoomInfo](https://www.g2.com/sellers/zoominfo-26a9872a-d61e-4832-ab53-5e972b230706)
- **Company Website:** https://www.zoominfo.com/
- **Year Founded:** 2000
- **HQ Location:** Vancouver, WA
- **Twitter:** @ZoomInfo (23,515 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/zoominfo/ (4,221 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Account Executive, Sales Development Representative
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 48% Mid-Market, 26% Enterprise


#### What Are GTM Workspace - Powered by ZoomInfo's Pros and Cons?

**Pros:**

- Contact Information (413 reviews)
- Ease of Use (403 reviews)
- Data Accuracy (384 reviews)
- Features (334 reviews)
- Helpful (324 reviews)

**Cons:**

- Inaccurate Data (232 reviews)
- Outdated Data (232 reviews)
- Outdated Contacts (215 reviews)
- Data Inaccuracy (188 reviews)
- Outdated Information (172 reviews)

### 7. [Fathom](https://www.g2.com/products/fathom-video/reviews)
  Fathom is the #1-rated AI meeting partner that captures what matters and turns every conversation into clear, actionable outcomes. It surfaces decisions, makes every meeting searchable, and syncs insights directly into CRM and productivity tools – eliminating manual work. Named to G2’s 2026 Best Software Awards Top 100, and recognized by HubSpot as its 2025 Most Used App of the Year, Fathom is trusted by hundreds of thousands of companies worldwide to help individuals stay focused, teams stay aligned, and organizations move faster.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 6,863
**How Do G2 Users Rate Fathom?**

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 8.3/10 (Category avg: 8.4/10)
- **Integrations / APIs:** 8.9/10 (Category avg: 8.6/10)
- **Coaching :** 8.5/10 (Category avg: 8.4/10)

**Who Is the Company Behind Fathom?**

- **Seller:** [Fathom](https://www.g2.com/sellers/fathom)
- **Company Website:** https://www.fathom.ai/
- **Year Founded:** 2020
- **HQ Location:** San Francisco, CA
- **LinkedIn® Page:** https://www.linkedin.com/company/fathom-video (184 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** CEO, Founder
  - **Top Industries:** Marketing and Advertising, Computer Software
  - **Company Size:** 78% Small-Business, 20% Mid-Market


#### What Are Fathom's Pros and Cons?

**Pros:**

- AI Summary (1501 reviews)
- Accuracy (1443 reviews)
- Helpful (1364 reviews)
- Ease of Use (1360 reviews)
- Note-taking (1114 reviews)

**Cons:**

- Meeting Management (415 reviews)
- Recording Issues (342 reviews)
- Missing Features (249 reviews)
- Call Issues (213 reviews)
- Recording Limitations (212 reviews)

### 8. [Storylane](https://www.g2.com/products/storylane/reviews)
  Killer demos for every stage of buying. Storylane is the #1 rated demo automation platform for B2B marketing, sales, and presales teams. Trusted by 5,000+ companies, Storylane gives every team the demos they need and the AI sales agent to convert them. 1/ Demo Suite: Demos built for every channel, every conversation Build, personalize, and share interactive product demos across every stage of the buying journey. Interactive Demos: Create product demos in minutes using screenshot, video, or HTML capture. Personalize with one-click editing, add AI-generated voiceovers and avatars, and translate into 25+ languages. Embed on your website, attach to emails, share as leave-behinds, present at conferences, and more. Sandbox Demos: Stable, responsive product environments for live calls and POCs. No engineering, staging setup, or data injection needed. Hubs: One destination for everything your buyers need: interactive demos, product videos, and sales collateral, complete with choose-your-own-interest screens, engagement tracking, and champion identification. 2/ RepX Chat: Turn your website into your best sales rep Conversational sales agents trained on your product documentation and sales resources. RepX handles discovery, qualifies prospects, and hands off sales-ready accounts to your team 24/7. AI video & voice: Conversational agents that engage visitors around the clock in the kind of interaction people actually stay for. Discovery questions: Asks the questions your top SDRs would (pain points, timing, budget, decision makers) and shares context with your team. Qualification workflows: Define the criteria; RepX handles the routing every time, without a rep in the room. Storylane is built for every team in your GTM engine 1/ Marketing: Convert website visitors into qualified leads, improve pipeline from inbound traffic, generate demand at events 2/ Sales: Share demo leave-behinds to accelerate deals, multi-thread deals with personalized content, run live calls without technical risk 3/ Presales: Scale demo output without engineering lift, personalize environments at scale 4/ CX & Product: Onboard customers faster, drive feature adoption, reduce support load with interactive walkthroughs Why teams choose Storylane: Loved for ease-of-use, trusted for rapid innovation, and proven across the entire GTM engine. #1 rated on G2 in demo automation with a 99/100 satisfaction score.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 1,458
**How Do G2 Users Rate Storylane?**

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.4/10)

**Who Is the Company Behind Storylane?**

- **Seller:** [Storylane](https://www.g2.com/sellers/storylane)
- **Company Website:** https://www.storylane.io
- **Year Founded:** 2021
- **HQ Location:** San Francisco, US
- **Twitter:** @storylaneio (230 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/storylane-io/ (76 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Marketing Manager, Product Marketing Manager
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 48% Small-Business, 42% Mid-Market


#### What Are Storylane's Pros and Cons?

**Pros:**

- Ease of Use (594 reviews)
- Demos (303 reviews)
- Easy Creation (272 reviews)
- Intuitive (246 reviews)
- Ease of Creation (234 reviews)

**Cons:**

- Demos Management (98 reviews)
- Demo Issues (84 reviews)
- Limited Options (71 reviews)
- Editing Difficulties (70 reviews)
- Limited Customization (67 reviews)

### 9. [Qualified](https://www.g2.com/products/qualified/reviews)
  Qualified is the Agentic Marketing platform for B2B companies around the world. Headquartered in San Francisco, Qualified is built to modernize and maximize inbound pipeline generation with Piper the AI SDR Agent. Piper autonomously engages website visitors, captures leads, and converts them into pipeline with zero human intervention. With Piper, Qualified is transforming pipeline generation as we know it today. Your website is the front door to your business and the pinnacle of pipeline generation, but what happens when interested buyers want to learn more? They submit a web form and move on. Those leads get added to a queue for an inbound Sales Development Rep (SDR) to follow up with and nurture to pipeline for your sales team. How long does it take for an inbound lead to hear back? It can take hours, if not days. In the world of sales and marketing, speed is crucial as 78% of buyers go with the vendor that responds to them first. The problem is it's impossible to respond quickly with the current process because it's painfully manual, time intensive, and it relies on limited human capacity. But it doesn’t have to be this way. In the age of AI, we can put pipeline generation on autopilot. Meet Piper the AI SDR Agent. She operates across your entire inbound motion and works tirelessly to convert qualified buyers into pipeline, 24x7. Piper knows everything about your buyers. She profiles every website visitor to understand whether they're qualified and where they are in the buying journey then works toward her conversion goals. Piper also turns every touchpoint on your website into an opportunity for conversion with live chat, meeting booking, and personalized marketing offers. What's more, Piper works the inbox to send fast, personalized follow up and nurture emails to each and every lead. Hundreds of the world’s leading brands—including Crunchbase, Demandbase, Greenhouse, Plaid, and Suse—have hired Piper the AI SDR Agent to grow their inbound pipeline and are seeing real tangible business results.


  **Average Rating:** 4.9/5.0
  **Total Reviews:** 1,478
**How Do G2 Users Rate Qualified?**

- **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 9.5/10 (Category avg: 8.4/10)
- **Integrations / APIs:** 9.3/10 (Category avg: 8.6/10)
- **Coaching :** 9.1/10 (Category avg: 8.4/10)

**Who Is the Company Behind Qualified?**

- **Seller:** [Qualified.com](https://www.g2.com/sellers/qualified-com)
- **Company Website:** https://www.qualified.com
- **Year Founded:** 2018
- **HQ Location:** San Francisco, CA
- **Twitter:** @tryqualified (713 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/35580403/ (298 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Marketing Operations Manager, Sales Development Representative
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 68% Mid-Market, 20% Enterprise


#### What Are Qualified's Pros and Cons?

**Pros:**

- Customer Support (288 reviews)
- Helpful (274 reviews)
- Features (223 reviews)
- Ease of Use (221 reviews)
- Customer Service (184 reviews)

**Cons:**

- Learning Curve (87 reviews)
- Missing Features (86 reviews)
- Steep Learning Curve (47 reviews)
- Limited Customization (43 reviews)
- Complexity (41 reviews)

### 10. [B2B Rocket](https://www.g2.com/products/b2b-rocket/reviews)
  B2B Rocket is an AI-driven sales automation platform designed to streamline the B2B sales process by automating lead generation, engagement, and conversion. By leveraging proprietary AI agents, it enables businesses to efficiently manage the entire sales lifecycle, from identifying potential leads to closing deals, without the need for extensive human intervention. Key Features and Functionality: - AI-Powered BDR Agents: Automate cold email marketing and lead engagement across multiple channels, including email, LinkedIn, WhatsApp, and SMS. - Multi-Channel Outreach: Facilitate communication through various platforms to maximize reach and engagement. - Lead Database Access: Provide access to a vast database containing emails, phone numbers, and over 1 billion data points, enabling efficient lead identification and contact. - Unified Inbox & CRM: Centralize communications and manage deals, track leads, and schedule appointments effortlessly within a single platform. - Email Warm-Up and Validation: Enhance email deliverability and maintain a clean contact list by warming up email accounts and validating addresses. - Advanced Analytics & Insights: Monitor campaign performance and gain actionable insights to optimize sales strategies. Primary Value and Solutions Provided: B2B Rocket addresses common challenges in B2B sales by automating repetitive tasks, reducing the need for large sales teams, and enhancing lead quality through intelligent targeting. Its AI agents handle the time-consuming aspects of sales outreach, allowing businesses to focus on building customer relationships and closing deals. By integrating multi-channel communication and providing a comprehensive CRM system, B2B Rocket ensures a cohesive and efficient sales process. The platform's data-driven approach and advanced analytics empower businesses to make informed decisions, ultimately driving revenue growth and operational efficiency.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 294
**How Do G2 Users Rate B2B Rocket?**

- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 9.3/10 (Category avg: 8.4/10)
- **Integrations / APIs:** 9.2/10 (Category avg: 8.6/10)
- **Coaching :** 9.1/10 (Category avg: 8.4/10)

**Who Is the Company Behind B2B Rocket?**

- **Seller:** [B2B Rocket](https://www.g2.com/sellers/b2b-rocket)
- **HQ Location:** Sheridan, Wyoming
- **LinkedIn® Page:** https://www.linkedin.com/company/b2b-rocket (159 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Virtual Assistant
  - **Top Industries:** Marketing and Advertising, Computer Software
  - **Company Size:** 89% Small-Business, 9% Mid-Market


#### What Are B2B Rocket's Pros and Cons?

**Pros:**

- Automation (96 reviews)
- Ease of Use (92 reviews)
- Lead Generation (90 reviews)
- Time-saving (58 reviews)
- Helpful (45 reviews)

**Cons:**

- Learning Curve (38 reviews)
- Limited Customization (37 reviews)
- Expensive (21 reviews)
- Missing Features (15 reviews)
- Complexity (12 reviews)

### 11. [Instantly](https://www.g2.com/products/instantly/reviews)
  Instantly turns leads into clients with Automated Outreach, Deliverability Network, Sales Engagement, B2B Lead Database & AI-Powered CRM. Find your leads, create your campaigns, connect your sending accounts, and watch those leads turn into customers - with one, flat-fee subscription. Founded in 2021, Instantly is the leading sales engagement platform used by more than 35,000 customers, from solopreneurs to global agencies. Our goal is to be the simplest tool on the market to make money with cold email.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 4,112
**How Do G2 Users Rate Instantly?**

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 9.2/10 (Category avg: 8.4/10)
- **Integrations / APIs:** 9.0/10 (Category avg: 8.6/10)
- **Coaching :** 8.8/10 (Category avg: 8.4/10)

**Who Is the Company Behind Instantly?**

- **Seller:** [Instantly](https://www.g2.com/sellers/instantly)
- **Company Website:** https://instantly.ai
- **Year Founded:** 2001
- **HQ Location:** Sheridan, US
- **LinkedIn® Page:** https://www.linkedin.com/company/instantlyapp/ (275 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Founder, CEO
  - **Top Industries:** Marketing and Advertising, Computer Software
  - **Company Size:** 93% Small-Business, 5% Mid-Market


#### What Are Instantly's Pros and Cons?

**Pros:**

- Ease of Use (686 reviews)
- Helpful (497 reviews)
- Customer Support (491 reviews)
- Features (367 reviews)
- Time-saving (354 reviews)

**Cons:**

- Expensive (198 reviews)
- Missing Features (108 reviews)
- Learning Curve (105 reviews)
- Email Issues (104 reviews)
- Lead Quality (100 reviews)

### 12. [Substrata](https://www.g2.com/products/substrata-substrata/reviews)
  Substrata analyzes behavioral data to uncover attitudes, emotions, intentions and power dynamics, helping dealmakers sell smarter and close more deals.


  **Average Rating:** 4.9/5.0
  **Total Reviews:** 1,093
**How Do G2 Users Rate Substrata?**

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 9.5/10 (Category avg: 8.4/10)
- **Integrations / APIs:** 9.2/10 (Category avg: 8.6/10)
- **Coaching :** 9.4/10 (Category avg: 8.4/10)

**Who Is the Company Behind Substrata?**

- **Seller:** [Substrata](https://www.g2.com/sellers/substrata-221a11cc-8331-453c-b030-2fd1cd2f19ea)
- **Company Website:** https://www.substrata.me/
- **Year Founded:** 2020
- **HQ Location:** Tel Aviv, Israel
- **Twitter:** @SubstrataHQ (517 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/substrata-company/ (33 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Sales Development Representative, Project Manager
  - **Top Industries:** Information Technology and Services, Marketing and Advertising
  - **Company Size:** 46% Small-Business, 41% Mid-Market


#### What Are Substrata's Pros and Cons?

**Pros:**

- Accuracy (535 reviews)
- Helpful (441 reviews)
- Conversation Analysis (390 reviews)
- Insights (336 reviews)
- Time-saving (277 reviews)

**Cons:**

- Learning Curve (307 reviews)
- Limited Customization (147 reviews)
- Complexity (118 reviews)
- Time-Consuming (102 reviews)
- Dashboard Issues (99 reviews)

### 13. [Jeeva AI](https://www.g2.com/products/jeeva-ai/reviews)
  Jeeva is the autonomous digital worker platform for enterprise teams. Long-horizon AI workers that plan, execute, coordinate across tools, remember context, and complete work from start to finish. IT Help Desk, Salesforce Administration, IAM, NOC Monitoring, IT Compliance, SOC Tier 1, Incident Management, System Administration, SaaS Ops, and Employee Onboarding, all automated. Built with persistent memory, human-in-the-loop approvals, identity integrations, and audit-grade workflow logging. We do not build another AI assistant. We build autonomous workers that complete the work. Start free at jeeva.ai


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 227
**How Do G2 Users Rate Jeeva AI?**

- **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 7.6/10 (Category avg: 8.4/10)
- **Integrations / APIs:** 8.0/10 (Category avg: 8.6/10)
- **Coaching :** 7.5/10 (Category avg: 8.4/10)

**Who Is the Company Behind Jeeva AI?**

- **Seller:** [Jeeva.ai](https://www.g2.com/sellers/jeeva-ai)
- **Company Website:** https://www.jeeva.ai/
- **Year Founded:** 2024
- **HQ Location:** Los Angeles, US
- **LinkedIn® Page:** https://www.linkedin.com/company/jeeva-ai-hq/ (119 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** CEO
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 39% Small-Business, 23% Mid-Market


#### What Are Jeeva AI's Pros and Cons?

**Pros:**

- Ease of Use (122 reviews)
- Lead Generation (110 reviews)
- Time-saving (78 reviews)
- Easy Setup (74 reviews)
- Automation (66 reviews)

**Cons:**

- Missing Features (15 reviews)
- Expensive (12 reviews)
- AI Limitations (11 reviews)
- Learning Curve (11 reviews)
- Limited Customization (11 reviews)

### 14. [Retell AI](https://www.g2.com/products/retell-ai/reviews)
  Retell AI is a powerful conversational AI platform designed to automate voice, SMS, and chat interactions with natural, humanlike performance. Built on top of your choice of large language models (LLMs), Retell allows teams to spin up real-time AI agents that handle calls, trigger messaging workflows, and integrate seamlessly into your existing systems—all without writing code. At its core, Retell delivers Voice Agent Automation that feels indistinguishable from speaking with a real person. Calls are handled by LLM-native agents that respond within 600 milliseconds, support multi-turn logic, and operate across 31+ languages with native-quality speech. You can build and manage your own agent flows using an intuitive drag-and-drop builder that supports IVR trees, dynamic transfers, real-time webhooks, and CRM integration. Whether you’re scheduling appointments, answering FAQs, or qualifying leads, these agents are fast, reliable, and production-ready. Beyond voice, Retell also enables SMS and chat automation. Agents can send contextual messages during or after phone calls, or operate as standalone text/chat bots. You can use Twilio numbers or bring your own for outbound campaigns, enabling flexible, multi-channel engagement. To ensure quality and insight, Retell offers built-in testing and QA tools. You can simulate conversations, A/B test call flows, and monitor live call data through detailed dashboards. Track CSAT, latency, sentiment, and conversation outcomes—all in one place. Voice agents can be deployed via Twilio, SIP, branded caller ID, or embedded using Retell’s web SDKs. Unlike legacy IVR or scripted systems, Retell is built from the ground up to be AI-native and fully customizable. Whether you’re in healthcare, logistics, fintech, or customer support, Retell’s platform lets you scale personalized conversations across channels—boosting customer satisfaction and reducing operational costs.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 2,487
**How Do G2 Users Rate Retell AI?**

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 7.1/10 (Category avg: 8.4/10)
- **Integrations / APIs:** 8.6/10 (Category avg: 8.6/10)
- **Coaching :** 7.2/10 (Category avg: 8.4/10)

**Who Is the Company Behind Retell AI?**

- **Seller:** [Retell AI](https://www.g2.com/sellers/retell-ai)
- **Company Website:** https://www.retellai.com
- **Year Founded:** 2023
- **HQ Location:** Palo Alto, US
- **Twitter:** @retellai (3,181 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/retellai/ (121 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** CEO, Founder
  - **Top Industries:** Information Technology and Services, Computer Software
  - **Company Size:** 3% Small-Business, 0% Mid-Market


#### What Are Retell AI's Pros and Cons?

**Pros:**

- Ease of Use (494 reviews)
- Helpful (144 reviews)
- User Interface (142 reviews)
- Integrations (119 reviews)
- Simple (112 reviews)

**Cons:**

- Missing Features (116 reviews)
- Expensive (87 reviews)
- Learning Curve (80 reviews)
- Limited Features (66 reviews)
- Poor Understanding (64 reviews)

### 15. [Synthflow](https://www.g2.com/products/synthflow/reviews)
  Synthflow provides enterprise-ready voice AI agents that automate inbound and outbound phone calls. Businesses use Synthflow to handle appointment scheduling, lead qualification, customer support, and call routing through natural, conversational voice technology. With a no-code builder, 200+ integrations, and deployment in under 3 weeks, Synthflow makes it easy for teams to scale automation without engineering effort. AI agents operate with sub-500ms latency in 30+ languages and meet global compliance standards (SOC 2, HIPAA, GDPR). Organizations across healthcare, real estate, insurance, and e-commerce use Synthflow to improve customer experience, reduce manual workload, and ensure calls are answered 24/7.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 1,010
**How Do G2 Users Rate Synthflow?**

- **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 7.8/10 (Category avg: 8.4/10)
- **Integrations / APIs:** 8.1/10 (Category avg: 8.6/10)
- **Coaching :** 7.6/10 (Category avg: 8.4/10)

**Who Is the Company Behind Synthflow?**

- **Seller:** [ AgentFlow AI GmbH](https://www.g2.com/sellers/agentflow-ai-gmbh)
- **Company Website:** https://synthflow.ai/pricing
- **Year Founded:** 2023
- **HQ Location:** Berlin, DE
- **LinkedIn® Page:** https://www.linkedin.com/company/synthflowai/ (70 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** CEO, Founder
  - **Top Industries:** Marketing and Advertising, Information Technology and Services
  - **Company Size:** 92% Small-Business, 7% Mid-Market


#### What Are Synthflow's Pros and Cons?

**Pros:**

- Ease of Use (364 reviews)
- Setup Ease (148 reviews)
- Easy Integrations (143 reviews)
- Integrations (140 reviews)
- Easy Setup (112 reviews)

**Cons:**

- Expensive (145 reviews)
- Cost Limitations (97 reviews)
- Learning Curve (59 reviews)
- Missing Features (38 reviews)
- Limited Customization (36 reviews)

### 16. [Amplemarket](https://www.g2.com/products/amplemarket/reviews)
  By combining premium data, multichannel engagement, and real-time insights in one seamless solution, Duo AI Copilot and AI Agent redefine how modern sales teams operate. Duo uncovers hidden opportunities, detects buyer intent signals, and generates tailored playbooks - empowering your reps to focus on what matters most: building relationships and closing deals. It’s the perfect fusion of AI precision and human intuition. Built on an all-in-one sales platform, Duo AI Agents support your entire outbound workflow - from prospecting and engagement to automation and deliverability. What’s included in the platform: - Global B2B data to help you identify and reach your ideal customers - Multichannel outreach via email, phone, social, voice cloning, and more - Built-in personalization to scale relevant, high-converting messaging - AI superpowers: A suite of personalized AI Agents that handles research, intent signals, and workflows - so you spend less time prepping and more time selling


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 617
**How Do G2 Users Rate Amplemarket?**

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 8.3/10 (Category avg: 8.4/10)
- **Integrations / APIs:** 8.3/10 (Category avg: 8.6/10)
- **Coaching :** 7.6/10 (Category avg: 8.4/10)

**Who Is the Company Behind Amplemarket?**

- **Seller:** [Amplemarket](https://www.g2.com/sellers/amplemarket)
- **Year Founded:** 2019
- **HQ Location:** San Francisco, California
- **Twitter:** @amplemarket (2,569 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** SDR, Account Executive
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 45% Small-Business, 42% Mid-Market


#### What Are Amplemarket's Pros and Cons?

**Pros:**

- Ease of Use (150 reviews)
- Helpful (135 reviews)
- Features (125 reviews)
- Automation (122 reviews)
- Lead Generation (111 reviews)

**Cons:**

- Missing Features (56 reviews)
- Learning Curve (32 reviews)
- Improvement Needed (31 reviews)
- Sequence Issues (28 reviews)
- Integration Issues (26 reviews)

### 17. [Lindy](https://www.g2.com/products/lindy-lindy/reviews)
  Lindy is an AI workflow automation platform that helps businesses streamline operations by handling repetitive tasks at scale. With Lindy, you can build AI agents—without writing a single line of code—to automate tasks like responding to emails, scheduling meetings, enriching leads, recording and summarizing calls, and more. Key Features: ✅ No-Code AI Agent Builder – Create custom AI-powered assistants in minutes. ✅ 200+ App Integrations – Connect seamlessly with your CRM, email, calendar, and other business tools. ✅ End-to-End Automation – Automate outreach, data entry, meeting summaries, and follow-ups. ✅ Get Started with a Template – Hundred of templates to help you deploy AI agents as executive assistants, customer support chatbots, medical scribes, sales assistants, and more. ✅ Scalable & Adaptable – Customize workflows to fit your business needs, from small teams to enterprises. Check it out at lindy.ai


  **Average Rating:** 4.9/5.0
  **Total Reviews:** 171
**How Do G2 Users Rate Lindy?**

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 8.9/10 (Category avg: 8.4/10)
- **Integrations / APIs:** 9.0/10 (Category avg: 8.6/10)
- **Coaching :** 8.6/10 (Category avg: 8.4/10)

**Who Is the Company Behind Lindy?**

- **Seller:** [Lindy](https://www.g2.com/sellers/lindy)
- **Year Founded:** 2023
- **HQ Location:** San Francisco, California, United States
- **Twitter:** @getlindy (24,187 Twitter followers)
- **LinkedIn® Page:** https://fr.linkedin.com/company/lindyai (53 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** CEO, Founder
  - **Top Industries:** Marketing and Advertising, Consulting
  - **Company Size:** 79% Small-Business, 5% Mid-Market


#### What Are Lindy's Pros and Cons?

**Pros:**

- Ease of Use (125 reviews)
- Automation (57 reviews)
- Intuitive (44 reviews)
- Time-saving (42 reviews)
- Easy Setup (41 reviews)

**Cons:**

- Expensive (42 reviews)
- High Subscription Cost (35 reviews)
- Learning Curve (21 reviews)
- Limited Features (14 reviews)
- AI Inaccuracy (9 reviews)

### 18. [Seismic Enablement Cloud](https://www.g2.com/products/seismic-enablement-cloud/reviews)
  Seismic is the global leader in AI-powered enablement, empowering go-to-market leaders to drive strategic growth and deliver exceptional customer experiences at scale. The Seismic Enablement Cloud™ is the only unified AI-powered platform that prepares customer-facing teams with the skills, content, tools, and insights needed to maximize every buyer interaction and strengthen client relationships. Seismic's Content solutions help revenue teams find, personalize, and deliver high-impact, compliant assets that accelerate buyer engagement and drive outcomes at scale. Trusted by approximately 2,000 organizations worldwide, Seismic helps businesses achieve measurable outcomes and accelerate revenue growth. Seismic is headquartered in San Diego with offices across North America, Europe, Asia and Australia. Learn more at seismic.com. To learn more, visit Seismic.com and follow us on LinkedIn, Twitter and Instagram.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 1,753
**How Do G2 Users Rate Seismic Enablement Cloud?**

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.4/10)

**Who Is the Company Behind Seismic Enablement Cloud?**

- **Seller:** [Seismic](https://www.g2.com/sellers/seismic)
- **Year Founded:** 2010
- **HQ Location:** San Diego, CA
- **Twitter:** @SeismicSoftware (3,806 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2746866/ (1,307 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Account Executive, Account Manager
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 57% Enterprise, 30% Mid-Market


#### What Are Seismic Enablement Cloud's Pros and Cons?

**Pros:**

- Ease of Use (65 reviews)
- Document Management (25 reviews)
- Helpful (24 reviews)
- Content Management (22 reviews)
- Easy Sharing (21 reviews)

**Cons:**

- Poor Search Functionality (17 reviews)
- Learning Curve (16 reviews)
- Filtering Issues (12 reviews)
- Navigation Difficulty (12 reviews)
- Steep Learning Curve (12 reviews)

### 19. [Close](https://www.g2.com/products/close/reviews)
  Close is a sales CRM with built-in calling, SMS, email, automation, and AI, designed for founders, startups, agencies, and growing sales teams. The platform helps businesses manage leads, communicate with prospects, track opportunities, and automate follow-up from a single system. Close is commonly used by teams that want their CRM to support sales execution, not just store customer data. Users can call, email, text, manage pipelines, assign tasks, create workflows, run outreach sequences, and track sales activity directly inside the platform. Close is built for founder-led businesses, startups, small businesses, agencies, recruiting firms, coaching companies, financial services teams, SaaS companies, and inside sales teams. It supports teams ranging from individual founders to sales organizations with more than 100 representatives. Key capabilities include: • CRM and pipeline management for tracking leads, contacts, opportunities, activities, and customer relationships • Built-in calling, SMS, and email, with communication history connected to customer records • Sales automation for workflows, sequences, lead routing, task management, and follow-up • Power Dialer and Predictive Dialer for teams managing high-volume outbound sales or recruiting workflows • Reporting and analytics for pipeline visibility, activity tracking, forecasting, and sales performance • Chloe, the AI agent built directly into Close, which can help qualify leads, book meetings, follow up with prospects, research accounts, enrich records, summarize conversations, and update CRM data Chloe operates inside Close, where customer records, conversations, activities, opportunities, and workflows already live. This allows Chloe to take action using CRM context, rather than working as a standalone AI tool connected through separate integrations. Teams can use Chloe to engage new leads, re-engage dormant opportunities, capture qualification data, schedule meetings, and hand qualified conversations to human sales representatives when appropriate. By combining CRM, communication, automation, reporting, and AI-assisted sales workflows in one platform, Close helps teams reduce manual work, improve speed-to-lead, maintain follow-up consistency, and manage more sales activity without adding unnecessary operational complexity.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 2,029
**How Do G2 Users Rate Close?**

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 8.9/10 (Category avg: 8.4/10)
- **Integrations / APIs:** 8.9/10 (Category avg: 8.6/10)
- **Coaching :** 8.2/10 (Category avg: 8.4/10)

**Who Is the Company Behind Close?**

- **Seller:** [Close](https://www.g2.com/sellers/close)
- **Company Website:** https://close.com
- **Year Founded:** 2013
- **HQ Location:** 111 Congress Avenue, Suite 500 Austin, Texas 78701 United States
- **Twitter:** @Close (6,592 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2597204/ (213 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** CEO, Founder
  - **Top Industries:** Marketing and Advertising, Computer Software
  - **Company Size:** 76% Small-Business, 20% Mid-Market


#### What Are Close's Pros and Cons?

**Pros:**

- Ease of Use (818 reviews)
- Helpful (440 reviews)
- Features (394 reviews)
- Simple (386 reviews)
- Intuitive (358 reviews)

**Cons:**

- Missing Features (244 reviews)
- Call Issues (181 reviews)
- Limited Features (150 reviews)
- Limited Customization (95 reviews)
- Learning Curve (92 reviews)

### 20. [Humantic AI](https://www.g2.com/products/humantic-ai/reviews)
  Humantic AI is a comprehensive buyer intelligence suite that turns enterprise sellers into experts about their buyers’ business. This includes vital insights about each target account’s business objectives as well as key decision drivers for the people within that organization. Its customers include industry pioneers across a variety of sectors like AWS, Expedient, Mitel, and Sandler. It is also taught as part of coursework at universities like Indiana University and Baylor University. “Humantic AI is the ultimate edge for CROs” - Mohammed Aaser, CDO, Domo “No other Sales AI tool is as useful” - Duane Weber, VP, Expedient “A good example of AI that’s just leapfrogged” - David Mattson, Chairman, Sandler It is one of the Top 100 Highest-Satisfaction products in the world as per G2. In December 2024, Gartner named it to its Cool Vendor in AI-Led Sales Research report - a list that names only five Sales AI products. The platform has also been recognized multiple times on G2 as a Leader, High Performer, and Momentum Leader in 2025. Key features and benefits include: • Personality prediction that reveals communication style, motivators, and decision triggers • Account intelligence that maps buyer challenges, priorities, and opportunities • Omnichannel personalization of emails, calls, and LinkedIn outreach • Chrome extension for instant prospect insights on LinkedIn and other platforms • Integrations with Salesforce, HubSpot, and other sales technology systems • Deal intelligence for committee mapping, meeting prep, and objection handling • CRM integration to bring buyer insights directly into workflows • Local time insights and small talk tips to humanize outreach • Profile sharing, saving, and templates for email generation Humantic AI supports sales enablement in industries where trust and personalization drive revenue. It is used by sales teams to prepare for meetings, personalize outreach campaigns, understand buying committees, improve prospect engagement, and accelerate deal cycles. By combining personality insights and account research into the sales workflow, the platform reduces guesswork and allows sellers to approach every buyer with clarity and confidence.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 452
**How Do G2 Users Rate Humantic AI?**

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 7.2/10 (Category avg: 8.4/10)
- **Integrations / APIs:** 8.0/10 (Category avg: 8.6/10)
- **Coaching :** 8.2/10 (Category avg: 8.4/10)

**Who Is the Company Behind Humantic AI?**

- **Seller:** [Humantic AI](https://www.g2.com/sellers/humantic-ai)
- **Year Founded:** 2021
- **HQ Location:** Palo Alto, US
- **Twitter:** @HumanticAI (434 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/humantic-ai (38 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Founder, CEO
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 56% Small-Business, 30% Mid-Market


#### What Are Humantic AI's Pros and Cons?

**Pros:**

- Helpful (37 reviews)
- Useful (34 reviews)
- Ease of Use (30 reviews)
- Personalization (29 reviews)
- Accuracy (27 reviews)

**Cons:**

- Inaccuracy (11 reviews)
- LinkedIn Integration (10 reviews)
- Poor UI Design (10 reviews)
- Expensive (9 reviews)
- Missing Features (8 reviews)

### 21. [Clari](https://www.g2.com/products/clari/reviews)
  Clari+Salesloft is a category-transforming AI company architecting the future of revenue. By building the world’s first Predictive Revenue System, we help organizations move beyond fragmented applications and systems of record to a model that continuously drives and adapts revenue execution. Our platform captures deal data signals, and uses tailor-built AI to create the right context and drive action across sales teams. Instead of disconnected insights and siloed workflows, sales teams operate with shared understanding, faster decisions, and execution that stays aligned to the business. Trusted by thousands of enterprises including Adobe, 3M, IBM, and Zoom, Clari+Salesloft powers the forecast, surfaces pipeline risk, and drives proactive execution—returning thousands of hours to the field and enabling predictable, scalable growth.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 5,501
**How Do G2 Users Rate Clari?**

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 8.9/10 (Category avg: 8.4/10)
- **Integrations / APIs:** 8.7/10 (Category avg: 8.6/10)
- **Coaching :** 8.3/10 (Category avg: 8.4/10)

**Who Is the Company Behind Clari?**

- **Seller:** [Salesloft](https://www.g2.com/sellers/salesloft)
- **Company Website:** https://salesloft.com
- **Year Founded:** 2011
- **HQ Location:** Atlanta, GA
- **Twitter:** @Salesloft (18,437 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2296178/ (1,101 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Account Executive, Account Manager
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 47% Mid-Market, 41% Enterprise


#### What Are Clari's Pros and Cons?

**Pros:**

- Ease of Use (241 reviews)
- Features (180 reviews)
- Helpful (171 reviews)
- Forecasting (139 reviews)
- Salesforce Integration (125 reviews)

**Cons:**

- Learning Curve (80 reviews)
- Limitations (63 reviews)
- Missing Features (61 reviews)
- Limited Customization (59 reviews)
- Not Intuitive (57 reviews)

### 22. [lemlist](https://www.g2.com/products/lemlist/reviews)
  lemlist is a sales engagement platform that helps teams reach prospects on email, LinkedIn, calls, and WhatsApp from one place - so they can get more replies, book more meetings, and close more deals. It helps sales teams: - Find leads and get their emails and phone numbers without extra tools - Build automated multichannel sequences across email, LinkedIn, calls, and WhatsApp, while keeping every touch personal - Keep emails landing in the inbox with lemwarm, the built-in deliverability booster - Manage replies across all channels and different senders from one centralized inbox - Work directly from CRM with Salesforce, HubSpot, and Pipedrive integrations Unlike tools that only cover one part of outbound, lemlist gives you the full workflow - from finding prospects to booking meetings, without losing the human touch. Whether you’re an SDR, leading a sales team, working in sales ops, or growing as a founder, lemlist helps you cut manual work, focus on conversations that matter, and hit revenue targets faster. Learn more & start your free 14-day trial at www.lemlist.com


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 1,652
**How Do G2 Users Rate lemlist?**

- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 7.7/10 (Category avg: 8.4/10)
- **Integrations / APIs:** 8.5/10 (Category avg: 8.6/10)
- **Coaching :** 6.7/10 (Category avg: 8.4/10)

**Who Is the Company Behind lemlist?**

- **Seller:** [lemlist](https://www.g2.com/sellers/lemlist)
- **Company Website:** https://lemlist.com/
- **Year Founded:** 2018
- **HQ Location:** Paris, Île-de-France, France
- **Twitter:** @lemlist (2,553 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/18342604/ (245 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** CEO, Founder
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 51% Small-Business, 8% Mid-Market


#### What Are lemlist's Pros and Cons?

**Pros:**

- Ease of Use (585 reviews)
- Features (370 reviews)
- Helpful (293 reviews)
- Automation (263 reviews)
- LinkedIn Integration (250 reviews)

**Cons:**

- Missing Features (208 reviews)
- Expensive (141 reviews)
- Learning Curve (125 reviews)
- Campaign Management (83 reviews)
- Email Management (77 reviews)

### 23. [Sutherland Agent Success](https://www.g2.com/products/sutherland-agent-success/reviews)
  Augment CXM is defining a new category of software - customer experience management - and powering it with a patented semantic neural network. This technology ensures that our clients deliver a fantastic customer experience every time. Our client base consists of some of the most well-known brands in the world and we’ve proven to generate a 30% gain in agent efficiency, a 44% increase sales conversion rates, and a 40% growth in customer satisfaction.


  **Average Rating:** 4.9/5.0
  **Total Reviews:** 11
**How Do G2 Users Rate Sutherland Agent Success?**

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 10.0/10 (Category avg: 8.4/10)
- **Coaching :** 10.0/10 (Category avg: 8.4/10)

**Who Is the Company Behind Sutherland Agent Success?**

- **Seller:** [Sutherland](https://www.g2.com/sellers/sutherland)
- **Year Founded:** 1986
- **HQ Location:** Pittsford (Rochester), NY
- **Twitter:** @SutherlandCorp (7,478 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/sutherland-global/ (66,504 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Consumer Services
  - **Company Size:** 82% Enterprise, 9% Mid-Market


### 24. [Exceed.ai](https://www.g2.com/products/exceed-ai/reviews)
  Exceed.ai is a conversational marketing platform that helps marketers drive more pipeline from email and website visitors. Exceed AI Assistant works 24/7/365 alongside humans to ensure every lead is followed up with, nurtured, and qualified using two-way email conversations. When a lead is qualified and ready to talk to a human it will go ahead and book a meeting directly on your rep’s calendar. It also automatically updates your CRM and marketing automation platform with the latest lead status when leads are qualified, change jobs, leave the company, are not the right person, or ask to be contacted at a later time. Learn how leading companies like Elkem, On24, SugarCRM, Hearst, Comeet and others use Exceed.ai to Exceed their goals at https://exceed.ai/ Businesses use Exceed for: 1. Inbound lead follow up - Immediately respond to and follow-up with incoming leads 2. Convert website visitors into leads via chatbot 3. Qualify leads (MQLs) - Verify a lead's intent and qualify before handing it to sales 4. Sales touched but unresponsive - Follow-up after a rep has attempted outreach but the lead has been unresponsive. 5. Activation of cold/dormant leads - Initiate contact with prospects that previously expressed interest 6. Up-sell - Readout to free users to identify if they are ready to converse with a human rep 7. Low scoring and recently engaged leads - Reach out to leads that recently engaged in low-scoring, first-touch activities like content syndication, social media etc


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 84
**How Do G2 Users Rate Exceed.ai?**

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 9.6/10 (Category avg: 8.4/10)
- **Integrations / APIs:** 8.6/10 (Category avg: 8.6/10)
- **Coaching :** 9.4/10 (Category avg: 8.4/10)

**Who Is the Company Behind Exceed.ai?**

- **Seller:** [Genesys](https://www.g2.com/sellers/genesys)
- **Year Founded:** 1990
- **HQ Location:** Menlo Park, CA
- **Twitter:** @Genesys (32,186 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/601919/ (8,569 employees on LinkedIn®)
- **Phone:** +1 650 466 - 1100

**Who Uses This Product?**
  - **Top Industries:** Computer Software, Venture Capital & Private Equity
  - **Company Size:** 59% Small-Business, 35% Mid-Market


#### What Are Exceed.ai's Pros and Cons?

**Pros:**

- Automation (3 reviews)
- Helpful (3 reviews)
- Lead Generation (3 reviews)
- Automation Ease (2 reviews)
- Efficiency (2 reviews)

**Cons:**

- AI Limitations (2 reviews)
- Limited Customization (2 reviews)
- Complexity (1 reviews)
- Difficult Setup (1 reviews)
- Inadequate Reporting (1 reviews)

### 25. [Breakout](https://www.g2.com/products/breakout-2025-03-16/reviews)
  Breakout is your inbound AI SDR — built to identify high-intent website visitors, engage them in real-time, qualify them, and book meetings directly into your sales team’s calendar. 1\ Breakout greets every visitor like it already knows them: Breakout instantly recognizes who’s on your site—based on UTM, company, or behavior—and kicks off a smart, friendly conversation using AI that actually sounds human. 2\ Breakout handles every question instantly and keeps the lead warm - The AI SDR chats with your buyers 24/7, answers their questions, and gently nudges them toward conversion—so no one slips through the cracks. 3\ Breakout gives live, personalized demos—on the spot - Whether it’s a quick voice walkthrough or a custom slide deck, Breakout shows buyers exactly what they need, right when they need it. 4\ Breakout books the right meeting, even after hours - It finds the right rep, checks calendars, and schedules the meeting—so your team wakes up to new pipeline every day.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 27
**How Do G2 Users Rate Breakout?**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.4/10)
- **Peformance Tracking:** 9.9/10 (Category avg: 8.4/10)
- **Integrations / APIs:** 9.4/10 (Category avg: 8.6/10)
- **Coaching :** 9.6/10 (Category avg: 8.4/10)

**Who Is the Company Behind Breakout?**

- **Seller:** [Breakout](https://www.g2.com/sellers/breakout-967944ef-8f44-413c-ae5a-201f848a8d30)
- **Year Founded:** 2024
- **HQ Location:** San Francisco Bay Area, US
- **LinkedIn® Page:** https://www.linkedin.com/company/breakoutai/ (39 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Computer Software
  - **Company Size:** 60% Small-Business, 37% Mid-Market


#### What Are Breakout's Pros and Cons?

**Pros:**

- Time-saving (19 reviews)
- Ease of Use (18 reviews)
- Features (17 reviews)
- Integrations (17 reviews)
- Easy Setup (16 reviews)

**Cons:**

- Feature Complexity (2 reviews)
- Limited Analytics (2 reviews)
- Missing Features (2 reviews)
- AI Limitations (1 reviews)
- Buggy Software (1 reviews)


    ## 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