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Top Rated AI Sales Assistant Software with Document management

Last updated: June 2026

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51 software options

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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VINSI logo

AI platform for voice agents & customer ops

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VINSI.AI is an artificial intelligence platform that combines voice agents, customer relationship management, and operational automation tools. The software handles inbound calls through AI voice agents, manages customer records and ticketing, and automates workflows across the customer lifecycle. It includes features for appointment scheduling, call routing, quality assurance scoring, and analytics reporting in a unified system.

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CaptivateIQ logo

Sales commission and planning automation platform

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CaptivateIQ helps reps focus on selling with AI-powered compensation tools that boost motivation and performance.

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Zoom Workplace logo

Zoom is an all-in-one collaboration platform

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With Team Chat, Phone, AI Companion, and more, Zoom Workplace is the platform for your best work. With Zoom Workplace, you can share your calendar availability, connect with your team, access your work phone on any device, and more.

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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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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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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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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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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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Modjo logo

Conversation intelligence software for business teams.

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Gain valuable insights into field activities at scale using our advanced conversational intelligence platform and supercharge your sales team's performance.

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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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KnowledgeNet.ai logo

Relationship Intelligence Lead Sourcing Sales Enablement

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KnowledgeNet.ai is an AI-powered tool that accelerates your sales process, so you spend less time prospecting and more time closing deals. Quickly find the right contacts to reach out to and the best ways to connect with them using known relationships.

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MeetRox logo

Cloud-based & AI-enabled software for sales and CS meetings

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MeetRox is a cloud-based and AI-enabled software that helps businesses throughout sales and Customer Support Departments record and transcribe sales calls, manage customer relations, and check the quality of the pitch at scale.

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Pitch Avatar logo

Interactive AI avatars for multilingual communication

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Pitch Avatar helps teams turn slides into interactive AI avatar videos that engage, localize, and automate communication. Save time, scale content delivery, and reach audiences worldwide with lifelike multilingual avatars and built-in analytics.

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AI Docs logo

Create, Execute, and Manage Contracts with Ease

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Not applicable.

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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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TEAMSource logo

Cloud-based AI writing assistant

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TEAMSource is a cloud-based AI platform that optimizes various business operations by providing customized AI training for data and allows users to collaborate with AI professionals in preferred areas.

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QubeHub.ai logo

All-in-one real estate sales and marketing hub

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QubeHub.ai is a digital sales ecosystem designed for real estate professionals that combines agent portals, customer relationship management, and marketing tools. The platform features AI-powered lead management that pre-qualifies prospects, an inventory library for projects and units, and automated generation of offers and price lists. It includes mobile and web portals for agents, AI-generated marketing content and landing pages, and three-dimensional interactive sales maps.

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Kickscale logo

AI sales intelligence & conversation analytics

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Kickscale's AI Sales Assistant works alongside every rep — automatically generating call summaries, drafting follow-up emails, syncing meeting data to your CRM, and answering on-demand questions about past meetings. Save reps significant time per call and keep them focused on selling.

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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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Beam logo

Cloud-based and AI-enabled talent development software

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Beam is a cloud-based and AI-enabled talent development software that enables businesses to engage, develop, and retain individuals.

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Squirro logo

Data finds purpose with Squirro

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Squirro leverages generative AI, machine learning, and predictive analytics to elevate your sales strategy. Gain competitive edge, comprehensive market overview, access information quickly and effortlessly, optimize sales processes, identify new opportunities and manage risks utilizing AI.

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Klondike logo

AI Boost for Customer Care

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Klondike platform provides automation and AI technologies dedicated to sales, capable of providing timely support to sales teams, automating sales processes and lead management, as well as enabling better and personalized management of customer relationships.

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InfluxMD logo

Sales & marketing solution for healthcare professionals

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Influx MD is an all-in-one sales and marketing solution designed for healthcare professionals from solo, group or hospital medical programs, with a built-in CRM

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