0

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Software categories Blog & research About us

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.

Our commitment

Independent research methodology

Our researchers use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

Verified user reviews

GetApp maintains a proprietary database of millions of in-depth, verified user reviews across thousands of products in hundreds of software categories. Our data scientists apply advanced modeling techniques to identify key insights about products based on those reviews. We may also share aggregated ratings and select excerpts from those reviews throughout our site.

Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

How GetApp ensures transparency

GetApp lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. GetApp is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website.

AI Sales Assistant
Page 2

AI Sales Assistant Software with Document Management (2026) - Page 2

Last updated: April 2026

1 filter applied

Features

Document Management

API(25)

Third-Party Integrations(38)

AI/Machine Learning(34)

Alerts/Notifications(34)

Integrated with

Microsoft 365(11)

Microsoft Outlook(11)

Google Calendar(16)

Gmail(21)

Google Drive(16)

Pricing model

Free(11)

Open Source(1)

Free Trial(24)

One Time License(0)

Subscription(37)

Devices supported

Mac(16)

iPad(15)

Android(18)

Linux(12)

Web-based(42)

iPhone(17)

Windows(17)

Organization types

Small Business(39)

Non Profit(20)

Large Enterprises(33)

Public Administrations(16)

Freelancers(23)

Mid Size Business(34)

User rating

All Reviews

& up

(29)

& up

(29)

& up

(29)

42 software options

Sort by

Sponsored

Klondike

5.0

(2)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

AI Boost for Customer Care

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.

Read more about Klondike

Users also considered

Beam

5.0

(2)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based and AI-enabled talent development software

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

Read more about Beam

Users also considered

Aimdoc

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based AI sales assistant for customer engagement

Aimdoc is a cloud-based AI sales assistant that helps businesses of all sizes maintain customer engagement with personalized conversations.

Read more about Aimdoc

Users also considered

Klart AI

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Virtual assistant software

Klart AI is an advanced AI assistant for enhanced collaboration. It integrates with leading platforms and databases, ensuring GDPR compliance, seamless communication, and adaptable scalability.

Read more about Klart AI

Users also considered

Pod

(0)

Pod is the first AI Pipeline coach for account executives.

Pod is a productivity tool built to help AE save time every day. We enable our users with an intuitive workspace, connected to the existing tools and powered by AI. AEs can more easily review, prioritize, execute, and collaborate on daily deal activity, all within a single solution.

Read more about Pod

Users also considered

bizpak

(0)

AI SaaS toolkit for small businesses and solopreneurs.

An AI sales Assistant helps to process sales leads

Read more about bizpak

Users also considered

Spotlight.ai

(0)

Autonomous deal intelligence platform

Spotlight.ai is an autonomous deal intelligence platform that boosts sales pipeline predictability and win rates through zero-touch MEDDICC qualification, real-time deal status updates, and AI-generated value propositions. Spotlight.ai captures data from calls, emails, and other tools to automatically execute critical sales activities, identify key stakeholders, and guide reps on how to win each deal.

Read more about Spotlight.ai

Users also considered

CloudApper AI RevOps

(0)

AI sales assistant platform

CloudApper AI RevOps automates lead generation, sales outreach, and customer support with five AI agents. It includes a Scouting Agent for identifying high-fit prospects, an Amplifier Agent for SEO-optimized content, an Outreach Agent for personalized campaigns, a Sales Agent for real-time visitor engagement, and a CSR Agent for support. All agents are powered by CoreIQ, a centralized intelligence engine ensuring consistent messaging across customer touchpoints.

Read more about CloudApper AI RevOps

Users also considered

OrbitShift

(0)

B2B enterprise sales intelligence operating system

OrbitShift is a cloud-based and AI-enabled sales intelligence workbench built for B2B technology providers helping teams optimize revenue pipeline.

Read more about OrbitShift

Users also considered

Exact Flow

(0)

Multichannel eCommerce management software

Exact Flow is a cloud-based AI automation platform that uses specialised AI agents to handle repetitive eCommerce workflows and streamline operational workload.

Read more about Exact Flow

Users also considered

Sales Sunday

(0)

AI-enabled sales & customer relationship management tool

Sales Sunday is an AI-powered sales and operations platform/CRM that turns SOPs into engaging workflows, training, and gamified daily tasks—so teams execute better, faster, and more consistently.

Read more about Sales Sunday

Users also considered

ASPR AI

(0)

Unified AI Sales Assistant that automates sales tasks

ASPR AI helps sales teams prepare better, follow up faster, and execute consistently. It automates pre- and post-meeting workflows, creates sales documents, syncs CRM data, and delivers coaching insights so reps spend less time on admin and more time closing deals.

Read more about ASPR AI

Users also considered

Z360

(0)

AI receptionist automating communications

Z360 is an all-in-one AI platform designed for small businesses that provides 24/7 receptionist services across multiple communication channels. The system answers calls, messages, and emails while automating sales follow-up processes and integrating with over one hundred applications. Z360 includes AI front desk capabilities, sales automation, employee assistance tools, and proactive CRM functionality in a single unified platform.

Read more about Z360

Users also considered

OptiKratos

(0)

AI agents for business automation and engagement tool

OptiKratos is a comprehensive business automation platform that combines CRM, sales pipeline management, and AI-based agents for sales, marketing, and customer support. The system features enterprise-grade WhatsApp integration, workflow automation with AI chatbots, and advanced analytics capabilities, all designed to streamline customer engagement across multiple channels while maintaining SOC 2 compliance and GDPR-ready security protocols.

Read more about OptiKratos

Users also considered

InvoicifyAI

(0)

AI voice agents automating revenue operations

InvoicifyAI is an AI-powered sales assistant for small businesses that want to follow up faster and convert more leads without adding extra admin work.

Built-in AI voice agents can automatically contact new leads, qualify them, and capture key details (intent, timeline, budget range, and next step)

Read more about InvoicifyAI

Users also considered

Starnus

(0)

AI platform for automated sales and marketing

Starnus helps B2B teams and founders run outbound on autopilot. Describe your ICP, find prospects from 1.3B+ profiles, enrich contacts, generate personalized email and LinkedIn messages, and automate follow-ups all from one AI-powered platform.

Read more about Starnus

Users also considered

Luminote

(0)

Sales insights with automated CRM enrichment

Luminote is a sales meeting intelligence platform that helps businesses automatically enrich CRM systems by extracting data from conversations. The system offers bidirectional synchronization with various CRM platforms, including HubSpot, Pipedrive, and Zoho CRM. It features AI-based capabilities such as meeting transcription, automated email drafting, deal health scoring, and stakeholder mapping using methodologies, such as MEDDIC, SPIN, and NEAT.

Read more about Luminote

Users also considered

page 2 of 2

US office

56 Top Gallant Road
Stamford, CT 06902
USA

Registered office

Calle Álava 121
08018 Barcelona,
Spain

For you

Join Sign in Software categories Blog & research

For vendors

Get listed Your account

Our company

About us We're hiring!News Legal Privacy Policy Vulnerability Disclosure Program

© 2010-2026 GetApp. All Rights Reserved.
GetApp is a registered trademark of Nubera eBusiness S.L. Nubera eBusiness uses its own and third-party cookies. By using the website you are accepting the use of these cookies. To get more information about our cookies click here.