Best AI Sales Assistant Software in 2026 - Page 3

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

D&B Hoovers is the shortcut to reach buyers and win deals. D&B Hoovers offers deeper B2B intelligence to Sales, Marketing, and RevOps teams to help you… · Discover you opportune market · Prioritize your best prospects · Close more deals, faster The D-U-N-S Number Difference · 272M+ company profiles, with 37M+ corporate linkages and Decision HQ · 412M+ verified contacts, including mobile numbers, LinkedIn profiles, and site location · 175+ targeting filters Reach your ideal buyer · Ideal Customer Profile and Total Addressable Market visualizations · 1st-party data integration · Bombora, Visitor Intelligence, and D&B Custom Intent data Spark conversations that resonate · Company news, org charts, tech infrastructure, and financial insights · Real-time opportunity triggers · Analyst research, competitive comparisons, industry forecasts Backed by the Dun & Bradstreet Data Cloud, D&B Hoovers and D&B Hoovers Audience Builder were built to ease the burden on sales and marketing teams, powering faster, smarter, and more precise prospecting.

Scratchpad: The AI workspace for sales Remove admin work. Execute flawlessly. Win more deals. Scratchpad is the AI workspace built for sales. It removes admin work for sellers and drives strategy and execution on every deal — automated before and after every call. Sellers use Scratchpad to: • Update Salesforce fields from calls, emails, and notes • Take structured notes tied to opportunities and accounts • Draft follow-ups, business cases, and handoff docs • Review deals, surface risks, and prep for next steps • Qualify pipeline consistently with MEDDIC, SPICED, or custom criteria The Scratchpad Notetaker — the best desktop note taker for sales — captures live calls and syncs insights straight to Salesforce. With robust integrations across Zoom, Gong, Meet, and more, Scratchpad fits into your workflows. Trusted by high-performance teams at Brex, Clio, Cognism, Crunchbase, Cursor, Dialpad, MaintainX, Settle, Vercel, and Verkada — Scratchpad helps reclaim selling capacity for sellers, clean up CRM, and drive better execution across your revenue team. Free to start. Easy to deploy. See results in minutes, not months.

Glyphic AI offers an innovative suite of tools designed to revolutionize the sales process through advanced AI technology. Their primary product is an AI copilot for sales teams, aiming to empower sales professionals with AI-driven insights and automation. Key Features of Glyphic AI: 1. AI Copilot for Sales Teams: This tool is designed to unlock the potential of sales teams by automating the analysis of customer interactions. It processes vast amounts of unstructured data across various channels, providing invaluable insights that were previously inaccessible. 2. Intelligent Call Preparation: Glyphic AI enhances pre-call preparation by automating the process, saving significant time for sales teams. It intuitively surfaces all essential information needed to win customers over, including key talking points and strategies tailored to specific personas and industries. 3. Efficient Call Processing: The platform records and analyzes sales calls, offering deep insights directly integrated into CRM systems. This feature allows for personalized follow-up emails and auto qualification of insights, streamlining the sales process. 4. Deal Insights and Custom Queries: Glyphic AI provides unique insights throughout the sales cycle, helping to understand key factors in closing deals. The system's ability to handle custom queries offers tailored insights specific to the sales team's needs. 5. Data Integration and CRM Synchronization: The tool automatically syncs key points and insights from sales calls with CRM systems, ensuring a unified and efficient sales process. It combines CRM data, call history, and external data sources for smarter strategies and superior decision-making. 6. User-Friendly Experience: The product is designed to integrate seamlessly with existing sales workflows, providing insights and data exactly when and where they're needed, without adding complexity to the tech stack. 7. Learning from Top Performers: By analyzing past calls, Glyphic AI identifies key moments and strategies used by the best sales representatives, allowing every team member to enhance their skills and performance. 8. Streamlining Sales Processes: The platform is built to integrate smoothly with a variety of tech stacks, including mail, videoconferencing, CRM, and messaging platforms, making it a versatile tool for any sales organization.

AiSDR is a fully autonomous AI sales agent that sends deeply researched high converting outreach. AiSDR runs every stage of outreach—from pinpointing high-intent prospects with buyer readiness signals to holding two-way conversations over email and LinkedIn, as well as generating tailored call scripts for human-powered calling with Aircall. Trusted by 200 + companies, AiSDR sits among the top three AI SDR platforms according to TechCrunch because of its ability to understand and adjust to context to run meaningful conversations in each client's tone, and delivering replies in under 10 minutes. This way teams are protected from pipeline poverty, and can focus on closing deals. Why clients choose AiSDR: 1. Advanced ICP profiling & research – For every lead, AiSDR analyzes 323 + real-time signals (online behavior, interests, tone of voice, decision style, recent role changes, public activity) to craft messages that feel 1-to-1. 2. IP-protected AI configuration – AiSDR team prompts the AI for each client to mirror their playbooks and outreach logic. 3. Prospecting with buyer-intent signals – Live AI search lets you use any publicly available information for qualifying leads and building lists on demand. Technologies in use, hiring momentum, news mentions, funding/ARR data, web search trends and more are combined to gauge purchase readiness and personalize copy automatically. 4. Granular website-visitor tracking – Our enriched match logic de-anonymises ~25 % of traffic with 97 % accuracy, turning anonymous visits into live campaigns. 5. Social-signal prospecting on LinkedIn – Track profile visits, likes, comments on any public post—competitor, influencer, or your own—and route engaged users straight into sequences. 6. AI Strategist - Generate GTM plays tailored to your business with the AI and launch them in a single click. 7. Most flexible sequence builder on the market - Create custom sequences with adjustable times between steps and number of touchpoints, uniting emails, LinkedIn DMs and InMail, and call steps into one flow. Add AI-powered memes, videos, and voice notes to break through the noise. 8. Software consolidation in one flow – Prospect discovery, email generation, sending, and CRM logging happen inside a single AiSDR pipeline—no stitching of point tools. 9. Pre-configured outreach infrastructure – The AiSDR team supplies warmed mailboxes, persona logic, and best-practice workflows; you launch campaigns with zero prompt writing. Clients can pull leads from AiSDR's database of 300 M + global contacts, triple-verified for < 5 % bounce rate. 10. Campaign-based GTM automations – Follow-ups, low-intent nurturing, and call-task creation (complete with objection-handling talk tracks) post to HubSpot automatically through native two-way integration. 11. Dedicated GTM engineer – Continuous performance tuning, tactic reviews, and AI tweaks are included for every client—no extra fees. Proven results: - 5-8.5% reply rate - 1-3 meetings booked per each 100 leads - ~15% more revenue from month 1 - AI landed meetings for the clients with Disney, Netflix, Wells Fargo, Klarna, Versace, Gucci, Delta, Jack in the Box, Bank of America, MasterCard, Airbnb, and more! AiSDR unites prospecting, personalization, engagement, and qualification in one platform, generating reliable pipeline by automating a variety of GTM sales plays, so you can book more and stress less.

Momentum is an Revenue Orchestration Platform that listens to your customer and prospect conversations, extracts key insights, and automatically takes action—communicating with your systems and teams in real time. Revenue teams today are drowning in conversations, but 99% of what’s said never makes it into a CRM. Insights get buried in call recordings, manual data entry is inconsistent, and teams operate in silos—leading to missed opportunities, bad handoffs, and slow deal cycles. Momentum fixes this by automating workflows and communication across teams. Our AI Agents analyze calls, emails, and meetings, then push the right information—product feedback, churn risk, competitor mentions, objections, and deal blockers—to the teams that need to know, exactly when they need to know it. No extra tools. No added complexity. Just seamless orchestration between Sales, RevOps, CS, and Product to move faster and win more. With pre-built workflows like automated deal desk approvals, Slack-based deal rooms, and real-time CRM updates, Momentum ensures your teams aren’t just capturing data—they’re acting on it.

Avoma is the only AI-first Growth Acceleration Platform designed for customer-facing teams at startups and scaleups. By combining AI Meeting Assistance with Conversational Intelligence and Revenue Intelligence, Avoma empowers teams to streamline workflows, enhance customer interactions, and accelerate growth. With Avoma, you can automatically schedule and record meetings, receive full transcripts and AI-generated notes, and sync actionable insights directly to your CRM. Its AI-powered technology helps capture crucial customer information before, during, and after meetings—providing real-time insights and auto-scoring sales and customer calls with AI-powered scorecards. Avoma’s advanced Revenue Intelligence capabilities streamline forecasting and pipeline reviews with deal engagement activity, deal health and risk scores, and automated win/loss analysis. Built to empower both customer-facing reps and leaders, Avoma provides actionable insights at every stage of the customer journey. For more information, visit avoma.com.

Dialpad elevates every conversation with the leading Ai-powered customer communications platform. Tap into real-time Ai insights to enhance and streamline every interaction. With Dialpad Connect, you can: - Call, message, and meet in a single app - Seamlessly switch between devices - Focus on the conversation with real-time call transcriptions, Ai summaries, and action items

Grain is an AI-powered meeting recording tool built to help customer-focused teams understand, organize, and advocate for the needs of their customers. It connects seamlessly to platforms like Zoom, Google Meet, and Microsoft Teams to automate note-taking, record-keeping, and insight capture from every customer conversation. Grain ensures that no important detail, request, or moment of insight is ever lost, helping teams stay aligned and data-driven across every interaction. Conversation Intelligence Grain was designed with mid-market sales teams in mind. Transform everyday customer conversations into actionable revenue drivers by automatically identifying coaching opportunities, capturing key insights, and syncing them directly to your CRM to keep deals moving forward. With built-in automation and smart integration, Grain is free to start, simple to deploy, and cost-effective to scale across your entire organization. Superpower Your AEs Empower your account executives with AI-generated insights that drive results. Automatically update CRM properties, detect winning deal patterns using the “Deals” feature, and close more opportunities with meaningful, contextual data. Generate personalized follow-up emails in one click using meeting context, and instantly sync summaries and conversation details across your entire CRM ecosystem. Change Customer Success Send AI-driven customer feedback directly to sales, product, or leadership with a single click. Use Grain features like “Trackers” and “Ask,” along with MCP to highlight, share, and organize customer sentiment, requests, and milestones, ensuring teams stay aligned on what customers truly care about. Build Better Products Transform real customer conversations into context-informed deliverables including product briefs, roadmaps, and sprint plans. Keep teams connected with automatic Slack updates summarizing insights, next steps, and decisions. Grain helps you build better products and stronger customer relationships, faster.

Reply.io helps sales teams book more meetings and close deals faster with AI-powered, multichannel outreach. It is your all-in-one sales engagement platform that automates outreach, finds leads, and turns them into booked meetings. Reply’s built for sales teams, founders, and agencies who want to grow their pipeline without the manual grind. Just plug in your strategy → Reply handles the rest. Key features: - AI SDR Agent that learns your product, finds ideal prospects, personalizes messages, engages across channels, and books meetings (in multiple languages!). - 1B+ verified B2B contacts built right into the platform, so no need for extra tools. - Multichannel sequences with email, LinkedIn, SMS, WhatsApp, calls, and more. All automated, all in one place. - Email Deliverability Suite includes SPF/DKIM/DMARC checks, inbox warm-up via Mailtoaster.ai, custom tracking domains, and more. - Lead enrichment to fill in gaps and improve targeting. - Findy Chrome extension to quickly grab contacts from LinkedIn and the web. - White-label option for agencies to fully brand and resell Reply. What makes it different? - AI SDR that goes beyond automation: it learns, adapts, and handles the full outreach cycle for you. - Built-in data and enrichment – no more paying for third-party tools. - Fully customizable for agencies with white-label, dashboards, and bulk client setup. Ideal for: - Founders and sales teams looking to scale outbound without hiring more reps. - Agencies managing outreach and lead gen for multiple clients. - RevOps teams that want one platform for the entire outbound workflow. - Anyone who wants AI to handle prospecting, outreach, and meeting booking end-to-end. Trusted by 3,000+ companies and named a Top 50 Sales Product on G2 for 2024. Loved for its powerful automation, top-tier support, and real results!

Autobound is a GTM platform that transforms 350+ real-time insights—hiring trends, tech shifts, exec changes, funding, social posts, and more—into hyper-personalized sales outreach at scale. Most teams struggle to balance quality with speed. Manual prospect research takes too long. Templated emails fall flat. Autobound fixes both problems. Our Insight Engine analyzes 2,500+ data points per message across 50M+ companies and 250M+ contacts—ranking what matters, then writing outreach tied directly to your value prop. Seamless integrations with Salesforce, HubSpot, Outreach, Salesloft, Instantly, Clay, and Gmail make it easy to push personalized messaging into your existing workflows. Run everything in co-pilot (review before send) or autopilot (fully automated) mode. Autopilot (fully automated use case): For high-volume teams bogged down by generic sequences and limited bandwidth. * Send 20,000+ personalized emails daily * Save 1,500+ hours of research per day * 99.99% of unsafe outputs blocked or rewritten instantly * 99%+ accuracy, 1-second response, 99.99% uptime via real-time safety filters Co-pilot (seller-in-the-loop use case): For reps spending hours on research, context gathering, and messaging. * Write emails 60–120x faster than manually * Send 10x more outreach without hiring more SDRs * Boost rep productivity 20–40% * Onboard new SDRs in <30 days (down from 3–4 months) API + OEM: For platforms building AI outreach into their product, but lacking data depth or infra. * Save $500K+ vs. building internally * 30% lift in user retention post-launch * Ship in weeks, not months (8x faster dev time) * Instantly access 350+ ranked insights Autobound is ranked #1 "Most Likely to Recommend" in Sales Acceleration on G2 five quarters in a row. 164 total #1 rankings. 240+ five-star reviews. Anyone can start generating hyper-personalized content for free in <30 seconds. Sign up today at www.autobound.ai/sign-up-free

Hyperbound is a simulated AI sales roleplay platform that turns ICP descriptions into interactive AI buyers in less than 2 minutes. It helps your sales team onboard 50% faster and boosts your team's conversions on cold, warm, & discovery calls. Every sales team wants to do more roleplays, but it's often unscalable and biased. Instead of having your sellers practice on real prospects and burn leads in the process, Hyperbound allows your reps to get realistic at-bats with an AI buyer. Sellers can finally gain call confidence and mastery in a simulated environment that doesn't put your pipeline at risk and gives time back to your managers.

Jeeva is the agentic AI platform for go-to-market teams. Leads, enrichment, outreach, inbox, calendar, notes, all automated. 35,000+ sellers & sales teams use Jeeva to reclaim 7.6+ hours per week/person and close more deals. One platform replaces 7+ tools in your current stack. Product Hunt #1 Product of the Week. Backed by JLL, Sapphire Ventures, Bonfire Ventures, Alt Capital. We don't replace your reps, we supercharge them. Start free at jeeva.ai

Revenue Grid offers AI-driven revenue intelligence through its world-leading data capturing technology. With seamless Salesforce integration, we offer a holistic view for revenue success, backed by features such as AI-guided selling and forecasting. Trusted by companies such as Hilton, Baxter, and Slalom, we're the preferred choice for sales leaders and operational roles alike. Here's what Revenue Grid can help your sales team achieve: • Visualize and eliminate revenue leaks in your pipeline using sales insights • Isolate at-risk deals and act fast to win them with actionable AI guidance • Empower your AEs to win more by understanding human relationships behind accounts • Automate tasks for your SDRs and AEs with Intelligent Sales Sequences • Analyze and gain clarity on your sales team's activities • See the true state of each rep’s forecasted pipeline • Find revenue leaks with out-of-the-box reports • Increase reps' productivity with CRM activity capture • Improve your sales process with your own custom Revenue Signals • Execute better, close faster, and win more often with Revenue Signals

Otter.ai is the leading AI Meeting Assistant that helps sales, marketing, product, finance, operations design, customer success, customer support and cross functional teams automatically record, transcribe, and summarize all their meetings, making it easy to recall action items and easily share key insights. Otter integrates with leading video conference platforms, including Zoom, Microsoft Teams, and Google Meet, to automatically join and generate meeting notes. Otter AI Chat is like having ChatGPT for your meetings, it allows meeting participants to ask Otter questions about the meeting, including “what did I miss”, or “write a follow-up email to all participants”. Otter offers iOS and Android Apps to make it easy to record and transcribe in-person meetings. Otter also allows users to import and transcribe pre-recorded audio and video files. Designed specifically for the workflow of sales teams, OtterPilot for Sales shortens sales cycles by capturing critical information in real-time and automating follow-up emails and sentiment analysis. OtterPilot for Sales integrates with Salesforce and Hubspot to help automate call reporting. Improve win rates by sharing best practices and coaching reps based on data-driven insights. Boost productivity and free up time by automating tedious tasks like note-taking and data entry so SDRs, Sale Reps, Account Executives, Customer Success Managers, Sales Leaders and CROs can focus all of their attention on the customer and closing more deals. Otter.ai has over 15 million registered users and has transcribed over a billion meetings. Otter was named a top AI App by The Wall Street Journal in June 2023.