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AI Sales Assistant Software with Real-Time Analytics (2026)

Last updated: March 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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Devices supported

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User rating

33 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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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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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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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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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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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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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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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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Boost.AI logo

Cloud-based conversational AI platform for enterprise

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Boost.ai helps businesses in banking, insurance, and other industries create, launch, and manage automated chatbots to handle customer queries. Using self-learning AI, it lets organizations use information from existing websites or chat logs to create advanced virtual agents in a matter of hours.

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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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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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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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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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Koncert logo

Multi-channel sales engagement with personalization at scale

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Koncert's Sales Engagement Platform delivers revenue and increases B2B sales productivity by up to 800%. We prioritize the best prospects for you to connect with at the right time with multi-channel communications, helping you to consistently exceed your goals.

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AI Assistant logo

AI-enabled sales optimization and lead conversion solution

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AI Sales Assistant provides businesses with machine learning tools that enhance sales and marketing operations, optimize CRM support, and help scale lead conversion. Key attributes include A/B testing, content management, data exchange, lead capture, progress analysis, and campaign management.

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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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