Best AI Sales Assistant Software with Meeting Scheduling Capabilities

ZoomInfo Sales is a comprehensive sales execution solution designed to empower sales teams by transforming data into actionable insights within a single, unified platform. This innovative tool integrates three core products—ZoomInfo Sales, Copilot, and GTM Workspace—each tailored to enhance the sales process and improve efficiency. The ZoomInfo Sales component stands out as a leading B2B sales prospecting platform, offering access to an extensive database that includes over 70 million direct dial phone numbers, 174 million verified email addresses, and 500 million professional profiles. This wealth of information enables sales professionals to identify and connect with potential clients effectively. Additionally, the platform tracks buyer intent, monitors website visitors, and processes over one billion buying signals each month, ensuring that users have access to timely and relevant data. With a significant annual investment in data quality, ZoomInfo guarantees that the intelligence provided is both accurate and reliable, as it is meticulously verified rather than scraped from unreliable sources. Copilot serves as an AI-driven sales assistant that centralizes critical data and signals, allowing sales representatives to prioritize accounts and uncover opportunities more efficiently. By providing custom account summaries, personalized recommendations, and tailored email communications, Copilot streamlines the research process, saving sellers an estimated 10 hours each week. Its seamless integration with existing CRM systems ensures that users receive real-time alerts on account changes, enabling timely engagement with customers and prospects. GTM Workspace further enhances the sales process by shifting teams from a reactive to a proactive approach. This AI-powered workspace consolidates insights from various systems into a single view, allowing sales professionals to manage their workflows more effectively. AI agents within GTM Workspace conduct account research, generate follow-up tasks, monitor signals, draft outreach communications, and suggest next best actions. This holistic approach ensures that sales teams can operate efficiently, making informed decisions based on comprehensive insights. Overall, ZoomInfo Sales provides a robust solution for sales teams looking to optimize their processes and drive better results. By combining accurate data, AI-driven insights, and streamlined workflows, it enables users to focus on what matters most—building relationships and closing deals.

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.

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

Clari's revenue platform improves efficiency, predictability, and growth across the entire revenue process. Clari gives revenue teams total visibility into their business to drive process rigor, align buyers and sellers, spot risk and opportunity in the pipeline, increase forecast accuracy, and drive overall efficiency. Hundreds of thousands of revenue professionals at leading companies, including Okta, Adobe, Workday, Zoom, and Finastra use Clari to make their revenue process more connected, efficient, and predictable. Visit us at clari.com and follow us @clari on LinkedIn.

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

Conversica is building the world’s largest augmented workforce using Conversational AI. We make every connection personal. Conversica is the leading provider of Conversational AI helping companies attract, acquire and grow revenue across the customer lifecycle. Our omnichannel AI Assistants engage in human-like, two-way dialogue in real-time or on buyers’ time to boost productivity, increase performance, and ultimately drive revenue opportunities. With built-in best practices battle-tested over a decade of experience and 1 billion interactions, Conversica AI Assistants help Marketing, Sales, and Customer Success teams work smarter to meet customer expectations. Empower your revenue teams with true, sophisticated AI-powered by Natural Language Processing (NLP), deep learning capabilities, and business process automation. With 98% accuracy, our AI Assistants are more accurate than a human. Revenue leaders cannot afford to be satisfied with the status quo. AI Assistants make the impossible possible by touching every lead at scale, accelerating opportunities, and increasing team performance without increasing headcount. Reach the next level of growth by catering to customer expectations for prompt, persistent, and personalized communications at scale.

Verse.ai is a lead conversion platform that turns your new leads into sales-ready opportunities through immediate AI-Driven and Human-Powered conversations. Billions of dollars are spent on leads, but only 27% are actually responded to, Verse.ai has arisen as the defacto technology solution for every business's most pressing problem: lead response and follow-up. The likelihood of lead conversion increases by 21x due solely to the immediacy of Verse.io's multi-faceted lead response. By infusing innovative technology with industry expertise, Verse.ai has developed the perfect formula to reduce time spent sifting through subpar online leads, thereby empowering sales reps to maximize their focus on serious prospects and supercharge their conversion rates up to 300%. The platform is available on a subscription basis. The Verse.ai platform works with all lead types, sources, and CRMs, automatically funneling in leads as soon as they’re received. Unlike static lead engagement solutions, Verse.io uses a perfect blend of automation, human touch, and proven scripts to instantly contact every lead and to vet them thoroughly. Furthermore, Verse.io provides sales teams with full control of the lead engagement process: customized preferences, real-time conversation access, and the power to pass all engagement data back to your CRM. Once the lead is deemed qualified, they are passed back to the sales rep. This handoff is accomplished either through live transfer, or an appointment that is booked directly on a sales rep's calendar. Verse.io acts as an extension of your team - both in spirit and in name. As a result, a seamless experience is created for the company and the potential client.

Drift is a human-centric, AI-powered buyer engagement platform. A platform that automatically listens, understands and learns from buyers to provide individualized and human experiences at every touchpoint of the buying journey. A platform that not only helps businesses translate conversational data and buyer behavior into deeper customer relationships, more pipeline and revenue, but a platform that completely modernizes the B2B website experience. Drift was built to transform the B2B buying process, and we continue to innovate as that process changes. Our goal is for your teams to not burn hours moving between disparate systems in order to deliver the best possible customer experience, but to spend more time doing what they do best — building pipeline, closing deals and strengthening customer relationships.

Veloxy is a revenue growth system that multiplies and accelerates your selling activities while eliminating non-selling activities that cost you time and money. It's one integrated sales platform that gives your essential sales capabilities — sales engagement, sales enablement, sales productivity, and Salesforce adoption — a single touchpoint across all devices to help you close more deals and generate more leads. 1,000's of field sales reps, inside sales reps, and sales managers are transforming sales departments into real revenue centers with Veloxy.

The conversational AI sales assistant. Zia analyzes the data each rep enters and the tasks they complete every day to predict the outcome of sales activities. Zia also offers solutions to complete these activities smarter and faster. Ask Zia for any information from your CRM database by calling or chatting with her. Stay on top of every activity with your new sales assistant.

Tact.ai is on a mission to make enterprise software more human-friendly. Tact.ai puts sellers first with human-friendly CRM solutions that are frictionless, connected, and prescriptive. Powered by our patented Edge AI platform, Fortune 500 sales organizations -- including Honeywell, Cisco, and one of the largest pharmaceutical companies in the world -- use Tact to change sales behavior and digitally transform how sellers work with customers every day to achieve new levels of productivity and collaboration. Founded by Chuck Ganapathi, who has built three generations of CRM products, Tact.ai Technologies, Inc. is a privately-held company backed by Accel Partners, Redpoint Ventures, Upfront Ventures, M12 (formerly Microsoft Ventures), Comcast Ventures, Honeywell Ventures, Salesforce Ventures, and the Amazon Alexa Fund.

Featured in the Wall Street Journal, Inc., TIME, ABC, Forbes and PC Mag. Cloze is like a personal assistant for your professional relationships that is always prompting you at the right moment and remembering what you don’t. It pulls from your apps to automatically create one view of every person and company - all their contact details, and your complete history - every email back and forth, your phone calls together, meetings, notes, files, social, and messages. We’ll even grab email signatures so your contacts are always up-to-date. It's all organized for you - by contact, company, and meeting - without any busy work. With everything in one place, Cloze can put advanced data science to work for you. Cloze figures out who is important and keeps them top of mind, and will even remind you to reach out to a contact and refresh a fading relationship. Cloze organizes by companies too - without any setup. See your complete interaction history with any company, automatically in one place: contacts, email, meetings, phone calls, notes, documents and social media too. There’s no data entry - Cloze is the automatic way to remember everyone.