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AI Sales Assistant Software with Customer Database (2026)

Last updated: April 2026

AI Sales Assistant Software Key Features

    Based on 224 user opinions, we identified 6 features that are important for any product in AI Sales Assistant Software

  • Sales Activity Management

    Define, track, and/or automate sales activities and sales processes

    Average user rating

    4.8

  • Lead Management

    Store information about leads or contacts and track, manage and nurture them throughout the sales process

    Average user rating

    4.9

  • Email Management

    Manage, store and organize emails within the system or via third-party apps

    Average user rating

    4.9

  • Conversation Intelligence

    Recording, transcription, and analysis of sales calls for the purpose of training and generating insights

    Average user rating

    4.8

  • Speech Recognition

    Train your system to interpret and transcribe voice messages

    Average user rating

    4.9

  • Contact Management

    Manage, organize, and store contact information

    Average user rating

    4.8
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56 software options

Salesforce Sales Cloud logo

Cloud-based CRM and sales automation software

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Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

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Zoho CRM logo

Customer relationship management solution

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Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

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Pipedrive logo

Cloud-based CRM solution for salespeople

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Pipedrive is a web-based sales CRM solution that helps sales teams of all sizes and industries close more deals. Pipedrive lets salespeople, business owners and everyone in between focus on selling with its customizable sales pipelines, real-time insights and AI-based features.

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monday CRM logo

Customer relationship management solution

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Built on top of monday.com Work OS, monday CRM is a no-code, customizable solution that empowers managers and sales teams to take control of the entire sales cycle, from lead capturing and sales pipeline management to post-sales management such as client projects and client onboarding, all on one centralized platform. monday CRM is an ideal solution for small to medium-sized businesses, it is also a perfect match for small business owners, sales managers and teams.

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Freshsales logo

Sales management solution

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Freshsales is a cloud-based salesforce automation software designed to help businesses manage leads, customer engagement, client relationships, and more via a unified portal. The platform enables organizations to create and monitor sales activities, add custom fields to capture and store customer information, and synchronize data across the entire customer journey, from prospecting to contact and conversion.

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HubSpot Sales Hub logo

Freemium email productivity & tracking for sales teams

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HubSpot Sales is a suite of inbox-based email tracking & productivity tools with which sales teams can build, automate, and accelerate their sales processes

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Veloxy logo

AI-enabled sales enablement platform for Salesforce

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Veloxy is a sales enablement software designed to help Salesforce users manage log activities, track potential leads, and share product content with customers. The platform enables sales agents to automate data entry, gain insights into leads behavior, and search and add prospects using geolocation.

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Fusebase logo

Collaboration and information management tool

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An all-in-one, AI-powered tool designed to streamline client collaboration with advanced yet intuitive features for real-time collaboration and project management. Optimize daily operations with our advanced FuseBase AI assistant.

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Close logo

The conversation-first CRM for small, scaling sales teams

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Close is a conversation-first CRM designed for founders and small, scaling sales teams to manage every conversation in one place — with built-in calling, email, and SMS built natively inside the platform.

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Drift logo

Live chat & in-app messaging for sales & marketing

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Drift is a cloud-based live chat solution for sales and marketing teams which also includes an AI-powered chat bot, in-app messaging & email management tools

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Sage Sales Management logo

The leading mobile CRM for field sales management.

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Sage Sales Management is the tool of choice for sales directors that are dedicated to improving the productivity of their teams. The success of the app is down to its 100% mobile first design, user-friendly interface, and high adoption rate. Now enhanced with AI.

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Creatio CRM logo

New era CRM to manage all customer and operational workflows

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Creatio AI helps sales teams work smarter by automating routine tasks, scoring and prioritizing leads, providing sales forecasts, suggesting cross- and upsell opportunities, and streamlining proposals and contracts, enabling reps to focus on closing deals and driving revenue growth.

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Squaretalk logo

All-in-one contact center platform for sales automation

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Squaretalk’s AI Sales Assistants make human-like calls to prospects, re-engage lost opportunities, qualify leads, schedule meetings, and follow up 24/7—all without manual effort. Reduce your expenses by half, increase call volumes, and scale without hiring or training more human agents.

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Tiledesk logo

Build AI Agents with drag-and-drop. No code required.

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Tiledesk is an AI Agent platform for support and business automation. Build agents with a drag-and-drop, no-code flow builder and power them with RAG knowledge bases and MCP actions to connect tools. Multichannel, multilingual, open source, with SaaS and self-hosted options.

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servis.ai logo

Powerful, easy-to-use BOMP your whole team will love.

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FreeAgent CRM is an AI-powered CRM. Access AI across any App, reduce manual data entry, and speed up your workflow.

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ManyChat logo

Conversational AI platform for eCommerce businesses

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ManyChat is a conversational AI platform designed to help businesses in the eCommerce sector automate conversations across text messages, Facebook Messenger, and Instagram. Administrators can share discount coupons, booking confirmations, promotional messages, and more with customers via email and text messages.

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Landbot logo

Build AI Agents that convert. No engineering needed.

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Landbot is a no-code AI Agent builder that lets revenue teams build AI-enhanced, multi-channel lead and customer support workflows without engineering.

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Pathmonk logo

Lead generation and website optimization software

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Pathmonk enables businesses to optimize website conversions with current website traffic.

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Boost.AI logo

Cloud-based conversational AI platform for enterprise

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Boost.ai helps businesses in banking, insurance, and other industries create, launch, and manage automated chatbots to handle customer queries. Using self-learning AI, it lets organizations use information from existing websites or chat logs to create advanced virtual agents in a matter of hours.

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Zaplify logo

Cloud-based sales engagement platform

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Zaplify is a cloud-based sales engagement platform for those looking to combine social selling and email outreach in an automated or semi-automated manner.

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Amio logo

Amio helps you create AI chatbots for your e-shop.

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Amio helps you create AI-powered chatbots for e-shops that automate 95% of customer queries.

Amio's chatbot can answer any after-sales question and help with shopping by recommending the right products. By detecting customers in need of an assistant and proactively starting a conversation with them

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Aviso logo

Sales forecasting and data analysis

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Aviso is a sales forecasting and analytics software designed for medium and large enterprises looking for total revenue intelligence across all key sales functions. It uses algorithms and data science to provide both predictive sales forecasts and historical trend analysis.

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Voze logo

Better notes. More visibility.

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Your AI Sales Assistant simplifies note-taking in under a minute, offering contact creation, task reminders, and analytics. With 25,000+ weekly notes processed, it ensures timely insights and seamless communication, integrating with 6,000+ systems for enhanced productivity.

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Keepme logo

More gym leads, more tours, more sales

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AI sales agents that boost gym leads, book tours, & increase membership sales across every channel, in any language, 24/7.

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watsonx Assistant logo

Virtual assistant powered by AI

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watsonx Assistant (formerly known as IBM Watson Assistant) is a cloud-based chatbot solution which provides features such as intent recognition, natural language processing, query suggestions, and automated responses.

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