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Top Rated AI Sales Assistant Software with Task management - Page 2

Last updated: May 2026

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66 software options

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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AskBob logo

AI-driven knowledge for instant workplace answers

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AskBobAI is a knowledge management platform that converts company information into instant answers for teams across various departments and industries. The platform integrates into existing workflows and tools without requiring process changes, providing cited and traceable responses grounded in organizational knowledge. AskBobAI serves multiple functions including sales, finance, human resources, supply chain, and support across industries such as banking, insurance, retail, and government.

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Convo logo

Real-time AI meeting help with local processing

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Convo is an AI meeting assistant that listens in real time and suggests what to say next. It helps you prep before calls, act in the moment, and follow up after so meetings stop wasting time and start moving work forward.

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Klart AI logo

Virtual assistant software

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Klart AI is an advanced AI assistant for enhanced collaboration. It integrates with leading platforms and databases, ensuring GDPR compliance, seamless communication, and adaptable scalability.

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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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Pepper Cloud CRM logo

Best AI-powered sales CRM tool to empower SMEs across globe

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Automate lead qualification, conversations, and responses with Pepper Cloud’s AI assistant. Capture leads from WhatsApp, chat, and social platforms, and engage them instantly. Reduce manual work and close deals faster with smart, no-code automation built for growing teams.

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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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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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Freshsales logo

Sales management solution

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Freshsales is a cloud-based salesforce automation software designed to help businesses manage leads, customer engagement, client relationships, and more via a unified portal. The platform enables organizations to create and monitor sales activities, add custom fields to capture and store customer information, and synchronize data across the entire customer journey, from prospecting to contact and conversion.

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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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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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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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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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Cirrus Insight logo

#1 App for Salesforce Productivity & Meeting Automation

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AI-powered CRM automation that builds pipeline, manages deals, and keeps your sales engine running directly from your inbox.

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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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Colby logo
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AI voice-to-data-entry & research for Salesforce

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Colby uses AI to update your CRM using your voice. Updates that used to take hours can be completed in single minutes.

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AVPIA logo
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AI-powered virtual sales prospecting agent

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AVPIA is an AI-powered virtual prospecting agent automating B2B and B2C sales. It offers multichannel communication via email, WhatsApp, SMS, voice calls, and social media, plus a native CRM for contact management. Features include voice AI for phone interactions, conversation AI for customer communication, and content AI for creating marketing materials and personalized campaigns.

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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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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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Starnus logo
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AI platform for automated sales and marketing

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Starnus helps B2B teams and founders run outbound on autopilot. Describe your ICP, find prospects from 1.3B+ profiles, enrich contacts, generate personalized email and LinkedIn messages, and automate follow-ups all from one AI-powered platform.

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Chief logo
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AI revenue tools for accurate sales forecasting

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Chief is a predictive revenue intelligence platform that uses AI to identify pipeline risk, explain it, and recommend next steps. While traditional revenue intelligence tools focus on recording historical data, Chief is a system of action that analyzes real-time deal behavior to project outcomes.

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Eebz logo
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AI-Driven Digital Retail Insights: Unmatched Data Accuracy

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Eebz functions as an AI Sales Assistant, aiding consumer electronics and appliance brands worldwide by providing daily insights into competitor retail data, historic and real-time pricing, product rankings and stock information to inform sales strategies and drive revenue growth effectively.

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Flowzex logo
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Flowzex – AI Cold Calling That Closes Deals While You Sleep

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Flowzex is an AI-enabled cold calling platform that helps businesses generate more leads and close sales with voice agents, voicemail drops, and automated workflows. It features real-time voice agents that can handle calls, SMS, live chat, and social media messaging. Flowzex streamlines lead generation, appointment scheduling, and follow-up, with customizable automations and workflows to boost conversions.

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