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Top Rated AI Sales Assistant Software with Mid size business

Last updated: May 2026

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110 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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Dialpad Ai Contact Center logo

Dialpad Ai Contact Center

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Cloud-based contact center solution for customer support

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Dialpad Ai Contact Center is a customer service software that allows support teams to engage with customers and resolve queries. The platform also helps managers to monitor customer service calls and agent performance in order to identify areas for improvement. Features of the cloud-based software include smart call routing, omnichannel management, call recording, real-time reporting, and more.

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Creatio CRM logo

Creatio CRM

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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Fathom logo

Fathom

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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ZoomInfo Copilot logo

ZoomInfo Copilot

AI-based business intelligence software

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ZoomInfo Copilot is a comprehensive business intelligence tool designed to equip sellers with valuable insights and data on customer accounts, enabling them to make informed decisions. By consolidating top-tier data and leveraging artificial intelligence to prioritize accounts and deliver personalized recommendations, the product enhances users' understanding of their customers and enables improved decision-making.

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CaptivateIQ logo

Sales commission and planning automation platform

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CaptivateIQ helps reps focus on selling with AI-powered compensation tools that boost motivation and performance.

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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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Writecream logo

AI-enabled image, audio and content generator

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Writecream is an AI-powered marketing tool that uses advanced machine learning to write copies for Google ads, landing pages, product descriptions, blog posts, social media, and more. Users can generate personalized introductions for outbound marketing campaigns.

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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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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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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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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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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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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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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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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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Humantic AI logo

The World’s First Buyer Intelligence Platform

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Humantic AI is software that helps sales teams research accounts, understand stakeholders and personalize their outreach.

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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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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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CoSupport AI logo

Fully Customizable AI Agent for Customer Service

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CoSupport AI is a customizable platform that automates up to 90% of support requests with 99% accuracy, zero hallucinations, multilingual support, and seamless integration in under 10 minutes. Free trial available.

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Gemini logo

Generative AI add-on for Google Workspace

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Gemini is a chatbot that helps users with writing, planning, learning, and more using Google AI. It aims to supercharge creativity and productivity by signing in to chat one-on-one and get personalized help for any project or idea.

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MeetRox logo

Cloud-based & AI-enabled software for sales and CS meetings

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MeetRox is a cloud-based and AI-enabled software that helps businesses throughout sales and Customer Support Departments record and transcribe sales calls, manage customer relations, and check the quality of the pitch at scale.

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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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