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Top Rated AI Sales Assistant Software with Notes management

Last updated: June 2026

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27 software options

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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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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Fusebase logo

AI-native client portal and client collaboration platform.

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FuseBase is the AI-native client portal and client collaboration platform for client-facing businesses and teams. Use FuseBase to improve delivery, increase client stickiness, and turn expertise into recurring revenue through branded client portals, secure workspaces, and AI-assisted operations.

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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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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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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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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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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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Salevant.ai logo

Salevant.ai: Elevate Real Estate with Smart Meeting buddy

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Salevant.ai: AI-powered meeting assistant for real estate. Get meeting notes, assess buyer interest, and boost agent performance seamlessly.

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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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Aforza logo

Commercial execution platform for Consumer Goods

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Ava is Aforza’s Vertical AI Sales Assistant for Consumer Goods teams, guiding reps with intelligent next best actions across retail execution, trade promotions and customer management to improve productivity and decision making.

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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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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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Motion logo

AI-powered scheduling and productivity platform

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Chip is Motion’s AI Sales Assistant: he handles lead scoring, outreach, follow-ups, CRM updates, RFPs, and meeting scheduling — all with context awareness, adaptive tactics, and seamless collaboration with humans and other AI bots under your oversight.

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Sales Sunday logo
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AI-enabled sales & customer relationship management tool

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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.

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Galcode logo
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AI-powered CRM for automated lead management

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Galcode is an AI-powered customer relationship management platform that automates lead engagement and sales processes. The software features AI voice agents that conduct outbound calls, qualify prospects, and schedule appointments, while automated email sequences and multi-channel follow-ups engage leads through personalized communications. Galcode includes lead scoring capabilities, pipeline management dashboards, and automated meeting booking tools that integrate with team calendars.

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Nonverbia logo
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AI assistant for analyzing nonverbal cues and body language

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See what truly moved—or lost—the room. Nonverbia decodes attention and behavior in sales calls, surfaces coachable moments, and produces CRM-ready follow-ups. Improve discovery, raise win rates, and forecast with confidence.

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Brevian logo
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AI-driven revenue platform for sales teams

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Brevian is a revenue execution AI platform that operates across the full deal lifecycle to support sales teams. The software automatically enriches accounts and contacts, generates meeting briefs before calls, provides real-time guidance during conversations, and updates CRM systems after calls. It integrates with existing tools including Salesforce, HubSpot, Zoom, and Google Meet to deliver personalized coaching, automated role-play scenarios, and cross-deal intelligence.

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Luminote logo
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Sales insights with automated CRM enrichment

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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.

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ASPR AI logo
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Unified AI Sales Assistant that automates sales tasks

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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.

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OptiKratos logo
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AI agents for business automation and engagement tool

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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.

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DocketAI logo
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Cloud-based AI Marketing Agent for B2B pipeline generation

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Docket is a cloud-based Agentic Marketing platform that helps convert inbound traffic into qualified pipeline. Its AI Marketing Agent engages website visitors in real-time conversations, answering product questions, qualifying intent, and booking meetings autonomously, 24/7.

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Pod logo
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Pod is the first AI Pipeline coach for account executives.

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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.

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InvoicifyAI logo
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AI voice agents automating revenue operations

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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)

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The DBT AI logo
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AI SDR agent for streamlining meeting bookings

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The DBT AI is an AI-powered appointment setter that engages leads 24/7, qualifies prospects, follows up automatically, and books meetings in seconds across calls, email, and text, helping businesses convert more leads without manual outreach.

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