Best AI Sales Assistant Software in 2026
Why You Can Trust G2's Software Rankings
Featured AI Sales Assistant Software At A Glance
Buyer's Guide: AI Sales Assistant
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users find Salesforce Sales Cloud easy to use, appreciating the customizable dashboards and streamlined sales processes.
Users appreciate the simplicity and efficiency of Salesforce Sales Cloud, enhancing sales tracking and overall productivity.
Users appreciate the versatility of lead management in Salesforce Sales Cloud, enhancing productivity for all business sizes.
Users find the learning curve steep due to complex configurations and user-unfriendly layouts, making initial use challenging.
Users struggle with complex configuration in Salesforce Sales Cloud, making setup challenging and overwhelming for new users.
Users express frustration over the missing features in Salesforce Sales Cloud, wishing for quicker updates and better functionality.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users love the ease of use and implementation of Gong, enhancing productivity and improving customer interaction insights.
Users appreciate the ease of use of Gong, making it simple to adapt and enhance productivity.
Users love the call recording feature of Gong for enhancing learning and improving customer insights effectively.
Users experience call issues such as delays in access, excessive beeping, and difficulties in searching for calls.
Users experience recording issues with Gong, including difficulties in finding calls and inconsistent audio translations.
Users face challenges with AI inaccuracy, impacting reliability and efficiency in capturing crucial conversation details.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users find HubSpot Sales Hub's ease of use excellent for managing deals and comprehending the entire platform.
Users value the email tracking and organization features of HubSpot Sales Hub for effective lead management.
Users find HubSpot Sales Hub to be user-friendly and efficient, enhancing their prospecting and campaign management experience.
Users find the missing features in HubSpot Sales Hub limit flexibility and automation capabilities.
Users note the limited features of HubSpot Sales Hub, affecting the platform's overall functionality and usability.
Users find the learning curve steep, leading to underutilization of features and confusion about contacts and leads.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value the accurate and comprehensive contact information provided by ZoomInfo Sales, enhancing their marketing efforts.
Users value the data accuracy of ZoomInfo Sales, enhancing their sales prospecting efforts with reliable contact information.
Users appreciate the ease of use of ZoomInfo Sales, finding its interface intuitive and data reliable for outbound efforts.
Users experience inaccurate data issues with ZoomInfo, leading to challenges in relying on the information provided.
Users find the outdated data on ZoomInfo to be a significant concern, impacting their overall experience and efficiency.
Users often face issues with outdated contacts, leading to concerns about the accuracy of the provided data.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the ease of use of Apollo.io, noting its user-friendly design and guided onboarding process.
Users value the helpful tools of Apollo.io, which streamline prospecting and enhance communication efforts effectively.
Users value the effective lead generation capabilities of Apollo.io, enabling them to reach numerous prospects effortlessly.
Users find the limited sequences and bugs in Apollo.io frustrating, impacting their overall experience and efficiency.
Users find inaccurate data with Apollo.io frustrating, often requiring third-party tools for validation and verification.
Users face a challenging learning curve when adapting to Apollo.io's extensive features and functionalities.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users highlight the incredible thoroughness of AI-generated notes and exceptional customer service, enhancing their experience significantly.
Users commend the accuracy of Fathom's summaries, significantly reducing time spent on reviewing call notes.
Users find Fathom's ease of use remarkable, enhancing efficiency in summarizing and managing video conference calls.
Users find it slightly frustrating that Fathom's integration can feel awkward, and presence during meetings is too prominent.
Users face recording issues with Fathom, accidentally recording unwanted meetings before learning to disable the feature.
Users express frustration over missing features, such as timestamp links and data attribution, affecting usability and reporting.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users find Instantly extremely easy to use, with a clean UI and helpful support enhancing their experience.
Users commend the exceptional customer support of Instantly, noting quick responses and effective assistance in resolving issues.
Users appreciate the helpfulness of customer support from Instantly, ensuring prompt assistance and enhancing their experience.
Users find Instantly expensive, especially for small businesses, making it hard to justify the cost for entry-level plans.
Users find the missing features in Instantly limiting, longing for more options to enhance their experience.
Users are frustrated by the limited formatting options in Instantly, hindering the creation of professional emails.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value the effortless lead generation of B2B Rocket, significantly enhancing efficiency and connection with qualified prospects.
Users value the unlimited AI agents in B2B Rocket, enhancing efficiency and scalability in lead generation.
Users commend the user-friendly interface of B2B Rocket, making integration and use seamless for enhanced sales efficiency.
Users note a learning curve with B2B Rocket, requiring time to fully explore its powerful features.
Users find the customization options limited, making it challenging to tailor campaigns for specific industries effectively.
Users find B2B Rocket expensive, making it challenging for small businesses with tight budgets to adopt.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users love Substrata for its accuracy in understanding nonverbal cues, enhancing communication effectiveness effortlessly.
Users value Substrata for its emotional understanding and ability to interpret nonverbal cues effectively in communications.
Users value Substrata for its scientific approach to analyzing communication, enhancing engagement and providing actionable insights.
Users find the learning curve challenging, wishing for a simpler interface to ease the onboarding process.
Users find the limited customization options in Substrata restrict their ability to tailor insights effectively for their teams.
Users find the complexity of the reporting interface and navigation can hinder their overall experience with Substrata.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users praise the exceptional customer support of Qualified, highlighting the knowledgeable and dedicated team that enhances their experience.
Users find Qualified's helpful support, from onboarding to dedicated architects, crucial for maximizing their tool's value.
Users find Qualified easy to use, benefiting from its user-friendly interface and responsive customer support.
Users face a learning curve with Qualified, particularly those new to conversational marketing or sales engagement.
Users find that Qualified is missing key features like hot hand off and more intuitive reporting options.
Users find Qualified has a steep learning curve that can complicate initial use, especially for new teams.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users praise the ease of use of Synthflow, appreciating its intuitive, no-code interface and seamless deployment.
Users appreciate the intuitive setup of Synthflow, finding it easy to understand and implement seamlessly.
Users appreciate the easy integrations of Synthflow, making appointment booking seamless across multiple platforms.
Users find the pricing plans steep, with no affordable options between the starter and pro tiers.
Users find the cost limitations of Synthflow significant, with steep pricing plans and insufficient trial minutes.
Users find the learning curve challenging, especially due to outdated tutorials and complex setup requirements.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value the personalized insights from Humantic AI, enhancing their sales effectiveness and customer engagement.
Users value the personalized insights from Humantic AI, enhancing their outreach and fostering productive conversations.
Users find Humantic AI to be easy to use, facilitating seamless connections and effective sales outreach.
Users report occasional inaccuracy in profiles, leading to missed connections and ineffective personalization on LinkedIn.
Users note the need for improved LinkedIn integration as it limits access and customization options to enhance user experience.
Users find the UI design somewhat clunky, impacting intuitiveness and fluidity during use.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the ease of use of Close, highlighting its user-friendly interface and seamless onboarding experience.
Users rave about the excellent and rapid support provided by Close, enhancing their overall experience significantly.
Users appreciate the user-friendly features of Close, seamlessly integrating calls, texts, and reminders for effective sales management.
Users criticize the missing built-in automation features in Close, expecting more value for the high price.
Users report call issues such as choppy connections and limitations on dialing from devices other than computers.
Users find the limited features of Close insufficient without upgrading for full functionality and integrations.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value the ease of use of Amplemarket, streamlining outreach and saving valuable time effortlessly.
Users appreciate the helpful customer support and seamless integrations of Amplemarket, enhancing their prospecting experience significantly.
Users appreciate the user-friendly automation tools of Amplemarket, making outreach faster and more effective than ever.
Users find Amplemarket's missing features like A/B testing and CRM integration limiting and frustrating for usability.
Users find the sequence issues frustrating, particularly the inability to edit or customize emails once launched.
Users experience data inaccuracies with Amplemarket, often needing to manually verify lead information for reliability.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value the automation capabilities of CommBox, enhancing efficiency and streamlining interactions without delays.
Users find CommBox to be extremely user-friendly, facilitating efficient customer support and streamlined communication processes.
Users appreciate the flexible platform of CommBox, enhancing customer support and automating communication seamlessly.
Users find the complex platform of CommBox challenging, requiring support for development and sign-up processes.
Users face a complex sign-up process with CommBox, hindering their initial experience and overall satisfaction.
Users often find the complex sign up process of CommBox to be frustrating and time-consuming during setup.
Learn More About AI Sales Assistant Software
AI sales assistant software buying insights at a glance
AI Sales Assistant Software brings together automation, conversation intelligence, and predictive guidance to help sales teams run outreach and deal execution with less manual effort. Instead of juggling multiple point solutions, these platforms centralize the “work between the work”, capturing activity data, generating sales-ready content, summarizing conversations, prioritizing next steps, and syncing outcomes back to systems like CRM. As buying journeys become longer, the number of stakeholders increases, and teams remain distributed, AI sales assistant software has become a practical way to maintain consistency, coverage, and momentum without inflating headcount.
Based on G2 review data, buyers most often adopt these tools to reduce administrative drag and speed up follow-through. The strongest review patterns point to a few recurring wins: noticeable time savings from automated follow-ups and workflow assistance, stronger call outcomes driven by summaries, action items, and coaching-style insights, and cleaner pipeline hygiene because activity and notes are captured more reliably. Many teams also emphasize that the AI sales tools they keep long-term are the ones that blend into everyday selling motions rather than forcing constant context switching.
Pricing typically follows a subscription model (monthly or annual), most often priced per user and tiered by AI capabilities (e.g., conversation intelligence, agent automation, scoring, forecasting) and data access limits (minutes analyzed, messages generated, contact volume). Common cost drivers include CRM/meeting integrations, advanced analytics, admin controls, and enterprise-grade security or compliance needs. Some vendors also charge for onboarding, enablement services, or custom integration work when sales workflows are complex or highly governed.
Top 5 FAQs from software buyers:
- How does an AI sales assistant pull data from our CRM and meetings?
- What does it take to get accurate AI summaries and recommended next steps?
- Can the platform automate follow-ups without risking brand voice and compliance?
- Which integrations matter most for day-one value (CRM, email, dialer, calendar)?
- How do teams measure ROI beyond “time saved”?
G2’s top-rated AI Sales Assistant Software, based on verified reviews, includes Salesforce Sales Cloud, Gong, HubSpot Sales Hub, and Apollo.io. (Source 2)
What are the top-reviewed AI Sales Assistant Software on G2?
- Reviews: 1782
- Satisfaction: 99
- Market Presence: 99
- G2 Score: 99
- Reviews: 443
- Satisfaction: 98
- Market Presence: 84
- G2 Score: 91
- Reviews: 1599
- Satisfaction: 88
- Market Presence: 89
- G2 Score: 88
- Reviews: 988
- Satisfaction: 99
- Market Presence: 68
- G2 Score: 84
- Reviews: 897
- Satisfaction: 84
- Market Presence: 83
- G2 Score: 83
Satisfaction reflects user-reported ratings, including ease of use, support, and feature fit. (Source 2)
Market Presence scores combine review and external signals that indicate market momentum and footprint. (Source 2)
G2 Score is a weighted composite of Satisfaction and Market Presence. (Source 2)
Learn how G2 scores products. (Source 1)
What I Often See in AI Sales Assistant Software
Feedback Pros: What Users Consistently Appreciate
- Fast time savings from automated follow-ups and task reminders
- “I truly appreciate how this AI sales tool effortlessly integrates into my workflow by allowing me to record and watch sales meetings. This feature not only enables me to gain insights from my colleagues' meetings, but it also significantly aids in learning best practices and understanding how they pitch our solutions effectively. By observing these meetings, I've been able to tweak my sales pitch to be more effective. Moreover, I am impressed by Gong's auto-generated meeting follow-ups, which streamline the after-meeting process, saving me time and ensuring no details are overlooked.” - Alexander Saad, Gong Review
- Clear, easy-to-use interface that reduces daily selling friction
- “This AI sales assistant software is easy to work with and didn't take long to set up. I like how quickly i can filter and find the right prospects without wasting time scrolling through irrelevant results. I use it regularly, like almost every day to research companies and decision makers, and the range of features from intent data to company insights makes prospecting much faster. It is easy to use interface, and the integration with out CRM was smooth, and now i can push leads directly without extra manual steps.” - Verified User, ZoomInfo Review
- Meeting summaries and action items that streamline handoffs
- “I like how quickly and accurately it creates meeting summaries and breaks them down into meeting purpose, topics discussed, actions etc. It also removes unnecessary topics or social chit-chat that occurs throughout the meeting, leaving the summary with only the relevant and work-related topics.” - Maz Barkley, Fathom Review
Cons: Where Many Platforms Fall Short
- Complex workflows create a learning curve for new users
- “This AI Sales assistant system can also be a bit hard to work with if your team does sales, in a different way. It can be tough to make the pipelines and workflows fit your teams sales process. It can feel a bit stiff and not very flexible. Additionally, while the platform is powerful, there’s a learning curve for new users, and initial setup can take time to ensure everything from deal stages to reporting is configured correctly.” - Feleecia Kerr, HubSpot Sales Hub Review
- Reporting speed and dashboards lag behind high-volume team needs
- “Reporting exports can be slow for large datasets, and a few less-common integrations need deeper documentation for easier initial setup.” - Mohammad Amro, Rocket Review
- Limited customization for filters, scoring logic, and health views
- “I wish there was a better way to measure account health, like a graph or chart. It would be helpful to have something on the home screen to flag opportunities or customers that may be at risk of churning. A dashboard with numbers and graphs would be great.” - Courtney Warner, Gong Review
My expert takeaway on AI Sales Assistant Tools
Review patterns point to a category that’s already delivering meaningful day-to-day value, but implementation maturity still separates the winners. The category’s average star rating is 4.69/5, with strong operational sentiment in ease of use (6.41/7) and ease of setup (6.37/7), as well as a very high likelihood to recommend (9.37/10) and solid quality of support (6.42/7). Taken together, these metrics suggest most teams get to “productive” quickly, and many would advocate for the tool once it’s embedded in their workflow, a positive signal for adoption readiness and user trust in the technology.
High-performing teams treat an AI-powered sales assistant as a workflow layer, not a standalone destination. They define which moments should be automated (follow-ups, recap generation, next-step nudges), where humans must stay in control (final messaging, deal strategy), and how data should flow across CRM, email, calendar, and call systems. Strong implementations also operationalize quality checks: they monitor summary accuracy, guardrails for outbound tone, and whether AI recommendations translate into real activity, especially as teams scale and new sellers onboard. This is also where the best AI sales assistant software stands out: it maintains consistent AI outputs and makes it easy for teams to standardize the process without over-regulating every step.
Where teams struggle most is in governance and change management. Common failure points include unclear ownership (RevOps vs. Sales vs. Enablement), incomplete integrations that break trust, inconsistent field usage in the CRM, and “AI overwhelm” (too many prompts, too many dashboards, and not enough enforcement of the few behaviors that matter). Teams that win focus on measurable adoption signals, including usage depth by role, follow-up completion rates, call-summary acceptance/edit rates, CRM activity completeness, and support-driven resolution speed when sellers encounter friction.
AI Sales Assistant software FAQs
What are the best AI assistants for sales?
Here are some of the best-rated AI assistant software tools for sales:
- Salesforce Sales Cloud – Powerful CRM platform with embedded AI sales agents, lead management, and automation to drive revenue growth
- ZoomInfo Sales – AI-driven sales intelligence platform for prospecting, lead prioritization, and workflow automation
- Gong – Leading AI revenue operating system providing conversation intelligence, deal insights, and forecasting for sales teams
- Fathom – Free AI assistant for sales meetings, providing instant transcription, summaries, and CRM sync
- Fellow – AI meeting assistant focused on accurate notes, actionable items, and sales-team privacy
What are the best AI tools for sales GTM?
Here are some of the best AI tools for supporting sales go-to-market (GTM) strategies:
- Salesforce Sales Cloud – Integrated platform with AI agents for pipeline management, automation, forecasting, and revenue intelligence
- Apollo.io – AI-powered B2B sales platform for lead generation, enriched data, automated outreach, and end-to-end GTM execution
- ZoomInfo Sales – Combines sales intelligence, buyer intent signals, and an AI-driven GTM Workspace to optimize prospect targeting and engagement
- Zoho CRM – Cloud CRM with AI assistant “Zia” for predictions, pipeline analytics, GTM automation, and deep integrations
- SalesHood – AI-enabled sales enablement and coaching platform, ideal for ramping teams and accelerating GTM content delivery and readiness
How to choose the best AI sales assistant software?
Start by mapping your highest-friction selling moments (follow-ups, meeting notes, lead prioritization, CRM updates) and prioritize tools that automate those workflows inside the systems your team already uses. Validate accuracy on real calls/emails, confirm that CRM and email/calendar integrations work reliably, and ensure that admins can set guardrails for permissions, tone, and compliance. Finally, run a short pilot with reps across roles to confirm adoption and measurable lift (time saved, activity completion, pipeline hygiene).
What features define the best AI sales tools?
The best platforms combine strong workflow automation with reliable data capture: meeting summaries and action items, next-step recommendations, automated follow-ups, and clean CRM sync. Look for customization (fields, triggers, templates), quality controls (editing/approvals, audit trails), and analytics that tie AI usage to outcomes (activity completion, conversion rates, pipeline health). Enterprise-ready security, role-based access, and integration depth are also key differentiators.
What’s the typical ROI timeline for AI sales tools?
Most teams achieve early ROI within 30-90 days of reclaiming selling time, through faster follow-ups and cleaner CRM data. More meaningful revenue impact (higher conversion rates, shorter sales cycles, improved forecast accuracy) often appears over 3-6 months, once workflows are standardized and adoption is consistent across the team. Faster ROI typically happens when integrations are set up correctly, and reps use the tool daily in core selling motions.
