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AI Sales Assistant Software with Process/Workflow Automation (2026)

Last updated: April 2026

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73 software options

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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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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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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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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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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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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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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Copy.ai logo

Go-to-Market AI Platform

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Copy.ai is the first Go-to-Market AI Platform that leverages AI to streamline the productivity of GTM strategies. It provides Workflows and features that allow businesses to codify and automate complex processes, ensuring cohesive operations across sales, marketing, and customer success teams'.

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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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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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Salesken logo

AI-based conversational intelligence tool for sales reps

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Salesken is a sales enablement software that helps businesses leverage artificial intelligence (AI) technology to generate leads and streamline client interactions through various communication channels. Marketers can determine customers’ intent and qualify prospects according to received insights.

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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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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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CloseFactor logo

Cloud-based lead capture solution for sales teams.

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CloseFactor is a cloud-based solution that helps sales teams manage the lead capturing process via artificial intelligence (AI) technology. The platform offers various features such as account prioritization, account plans, GTM planner, and more. By analyzing data from closed deals and sales plays, CloseFactor identifies potential opportunities in real time and provides precise contact details to engage the right prospects with tailored messages.

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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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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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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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Ochatbot logo

AI Chatbot for Ecommerce & Support. No Hallucinations, Free

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Ochatbot, designed for ecommerce and support, provides proprietary scripted intent-based AI and generative AI, hallucination-free. Easy to install, For all website platforms, Free version available.

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