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Top Rated AI Sales Assistant Software with Microsoft 365

Last updated: November 2026

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24 software options

Veloxy logo

Cloud-based AI sales enablement for Salesforce teams

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Veloxy is a cloud-based AI sales enablement platform for Salesforce users that consolidates field and inside sales workflows.

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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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Salesflare logo

B2B sales CRM that keeps itself up to date

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B2B sales CRM with AI grounded in automatically captured contacts, emails, meetings and relationship history. Use AI to summarize timelines, suggest follow-ups, prepare meetings and draft emails.

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BrandWide logo

AI powered & all-in-one franchise management software

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BrandWide is a franchise management leader, offering an AI powered platform to manage the full franchise lifecycle in one system.

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Coevera logo

Your sales process, visible, teachable and repeatable

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Coevera is an AI-native CRM and sales process platform for B2B sales organizations of 15 to 2,500 quota-carrying sellers — companies with a defined sales process, sales managers accountable for pipeline, and deals won through consultation rather than transaction. Formerly Pipeliner CRM.

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Exceed.ai logo

Cloud-based conversational AI platform for B2B sales

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Exceed.ai is a cloud-based conversational marketing platform that automates lead qualification, nurturing, and meeting booking via.

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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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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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ZUUZ logo

Cloud email-to-CRM pipeline capture for B2B teams

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Cloud-based email-to-CRM pipeline capture tool for B2B sales teams that extracts deal signals, qualifies leads, and syncs data.

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Kronologic logo

Cloud-based AI meeting scheduler for B2B revenue teams

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Kronologic is a cloud-based AI scheduling platform that automates meeting booking, negotiation, and CRM write-back for B2B sales.

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BSPK logo

Grow sales with an easy-to-use CRM and clienteling iOS app

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Convert sales with an intuitive and fun iOS clienteling app with proven success and a 90% adoption rate. Sales associates and management can organize customer data and easily connect with multiple communication channels through BSPK.

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SalesboxAI logo

Cloud-based B2B GTM platform for marketing teams

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Cloud-based B2B go-to-market platform combining AI advertising, first-party intent data, and autonomous agents for pipeline generation.

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GPTfy logo

AI platform for Salesforce with flexible models

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GPTfy is a Salesforce-native AI platform enabling organizations to run multiple AI models within Salesforce. It integrates with OpenAI, Claude, Gemini, and 15+ other language models without needing Data Cloud. Features include email/meeting sync, pre-built prompts, and agentic AI for sales/service automation. The platform offers data masking, HIPAA/GDPR compliance, and audit trails for enterprise security.

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EverReady logo

Cloud-based AI revenue platform for B2B sales teams

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Cloud-based AI revenue platform native to Salesforce, auto-capturing emails, meetings, and calls with pipeline analytics.

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Showpad logo

Execute better. Win more deals.

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AI-powered sales enablement platform that helps teams manage content, coach reps, and improve execution to drive more consistent revenue.

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Copilot for Sales logo

Cloud-based AI sales assistant for Microsoft 365

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Copilot for Sales is a cloud-based AI assistant for sales teams that embeds CRM insights, email drafting, meeting recaps, and pipeline.

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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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Synchronise AI logo
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Cloud-based AI sales agent for small consumer brands

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Synchronise AI is a cloud-based AI agent for founder-led consumer brands that researches retailers, drafts outreach and follow-ups.

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ORM Technologies logo
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Revenue analytics for B2B SaaS sales & marketing.

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ORM Technologies is a prescriptive revenue analytics platform for B2B SaaS. It reconciles CRM, marketing automation, and ERP into one defensible view, so sales forecasting at 95%+ accuracy, marketing attribution, and board reporting finally run off the same numbers.

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Vuepak logo
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Cloud-based multichannel sales outreach for B2B teams

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Cloud-based AI-powered sales platform for B2B and eCommerce teams, centralizing media assets and automating multichannel outreach.

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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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Quotio logo
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AI Freight Email Parsing & Pricing in 15 seconds.

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Quotio is AI-powered freight quoting software for road freight forwarders. Connect Gmail or Outlook, extract shipment details from incoming emails or screenshots, calculate routes, suggest prices based on your lane history, and send quotes in seconds—without replacing your TMS.

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