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Top Rated AI Sales Assistant Software with Microsoft 365

Last updated: May 2026

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21 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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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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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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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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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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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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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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People.ai logo

AI-powered sales management & automation platform

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People.ai is an AI-powered predictive sales management platform which automatically captures sales activity from emails, calendars, dialers, CRM systems and more. The solution aims to provide sales & marketing teams with personalized, actionable revenue insights to enable the acceleration of growth.

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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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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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SalesDirector.ai logo

Revenue Intelligence Data Platform for B2B Sales Orgs

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SalesDirector.ai is an agnostic revenue intelligence data platform that helps B2B sales organizations scale by capturing and delivering intelligent sales data and analytics to the entire revenue stack.

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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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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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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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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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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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StudentIgnite logo
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AI assistant for student enrollment and enquiries

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StudentIgnite is an AI assistant designed for education providers to manage student enquiries and enrolments. The platform responds to new leads via SMS within sixty seconds and operates continuously to handle after-hours enquiries. It integrates with CRM systems including HubSpot, Salesforce, Zoho, Microsoft Dynamics, Brevo, and Pipedrive, and includes features for cold lead reactivation and customizable conversation tones.

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OptiKratos logo
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AI agents for business automation and engagement tool

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OptiKratos is a comprehensive business automation platform that combines CRM, sales pipeline management, and AI-based agents for sales, marketing, and customer support. The system features enterprise-grade WhatsApp integration, workflow automation with AI chatbots, and advanced analytics capabilities, all designed to streamline customer engagement across multiple channels while maintaining SOC 2 compliance and GDPR-ready security protocols.

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OrbitShift logo
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B2B enterprise sales intelligence operating system

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OrbitShift is a sales intelligence workbench built for B2B enterprise sales teams to accelerate the revenue pipeline.

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Spotlight.ai logo
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Autonomous deal intelligence platform

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Spotlight.ai is an autonomous deal intelligence platform that boosts sales pipeline predictability and win rates through zero-touch MEDDICC qualification, real-time deal status updates, and AI-generated value propositions. Spotlight.ai captures data from calls, emails, and other tools to automatically execute critical sales activities, identify key stakeholders, and guide reps on how to win each deal.

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