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Top Rated AI Sales Assistant Software with Task management

Last updated: May 2026

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66 software options

HubSpot Sales Hub logo

HubSpot Sales Hub

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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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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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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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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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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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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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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SalesBlink logo

BlinkGPT AI Powered Sales Outreach on Autopilot

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SalesBlink is a tool for automating sales outreach, featuring AI for crafting emails, follow-up automation, CRM integration, a meeting scheduler, and performance reports. It's designed for sales teams aiming to boost efficiency and results in email campaigns.

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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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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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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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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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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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Luna logo

AI-powered Email Personalization & Lead Generation Tool

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Luna is an AI assistant that suggests high-quality B2B leads and sends personalized cold emails that get replies

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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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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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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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AI Docs logo

Create, Execute, and Manage Contracts with Ease

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Not applicable.

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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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QubeHub.ai logo

All-in-one real estate sales and marketing hub

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QubeHub.ai is a digital sales ecosystem designed for real estate professionals that combines agent portals, customer relationship management, and marketing tools. The platform features AI-powered lead management that pre-qualifies prospects, an inventory library for projects and units, and automated generation of offers and price lists. It includes mobile and web portals for agents, AI-generated marketing content and landing pages, and three-dimensional interactive sales maps.

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SalesGRID logo

AI-Driven Sales Excellence for B2B Teams

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SalesGRID's AI, Savvy, allows users to streamline RFPs, boost communication, and win bigger deals. Easy setup, robust content management, and strategic AI insights.

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Squirro logo

Data finds purpose with Squirro

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Squirro leverages generative AI, machine learning, and predictive analytics to elevate your sales strategy. Gain competitive edge, comprehensive market overview, access information quickly and effortlessly, optimize sales processes, identify new opportunities and manage risks utilizing AI.

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Klondike logo

AI Boost for Customer Care

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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.

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Conversifi logo

AI LinkedIn automation for meeting generation

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Conversifi is an AI-powered LinkedIn automation platform that handles entire sales conversations and books meetings automatically. The system manages connection requests, maintains natural-sounding conversations with prospects, and guides potential clients to calendar bookings without human intervention. Users can train the AI to communicate in their preferred tone while managing multiple campaigns across different target audiences.

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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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