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AI Sales Assistant Software with Meeting Management (2026)

Last updated: April 2026

AI Sales Assistant Software Key Features

    Based on 223 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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User rating

42 software options

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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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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Fathom logo

Free AI Meeting Assistant - Never take notes again!

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Fathom is the free AI meeting assistant that records, transcribes, and summarizes your Zoom, Google Meet or Microsoft Team meetings so you can focus on the conversations instead of taking notes.

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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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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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Outreach logo

Cloud-based sales execution platform for businesses

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Outreach AI-virtual sales assistant KaiaTM, allows reps to spend more time selling by assisting them during the conversation with in-the-moment content, automating action items, transcriptions and meeting summaries, reducing the need for manual work.

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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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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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Scratchpad logo

Scratchpad is how sales teams work faster, together.

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Scratchpad is a new experience for sales reps, managers, and sales leaders that makes managing pipeline, inspecting deals, coaching, and forecasting fast, simple, and delightful.

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Dooly logo

Sales pipeline management platform

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Dooly helps sales teams win more deals by improving CRM hygiene, running a winning sales process, and eliminating low value work.

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CoPilot AI logo

Streamline Your Sales Pipeline with CoPilot AI

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Transform your sales strategy with CoPilot AI, cutting-edge AI-powered sales enablement software. Prioritize prospects, engage with purposeful messages, and deliver personalized insights to elevate your conversion rates.

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Reply logo

AI-powered sales engagement platform for SDR teams

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Reply is an AI-driven sales engagement platform that automates cold outreach and empowers your team to streamline the sales process with AI SDRs—from building verified lead lists to crafting personalized sequences.

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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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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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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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Exceed.ai logo

AI-Powered Virtual Assistant for Sales & Marketing Teams

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Exceed’s AI-Powered Sales Assistant helps companies find and secure customers faster and efficiently by automatically contacting, engaging, qualifying and following up with leads via natural, two-way conversations.

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Periodix logo

LinkedIn Sales Assistant with AI for Automated Cold Outreach

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1st LinkedIn Sales Assistant with AI for Automated Cold Outreach and Call Booking

Accelerate your sales process, generate more leads, and book calls on autopilot to close deals faster than ever before.

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Gryphon ONE logo

Intelligent Contact Compliance

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The Gryphon ONE platform empowers marketing, customer service, and sales organizations to deliver meaningful revenue growth, enhanced customer experience, and essential risk mitigation by seamlessly balancing regulatory compliance and business-specific objectives throughout every interaction.

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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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People.ai logo

AI-powered sales management & automation platform

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People.ai is an AI-powered predictive sales management platform which automatically captures sales activity from emails, calendars, dialers, CRM systems and more. The solution aims to provide sales & marketing teams with personalized, actionable revenue insights to enable the acceleration of growth.

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