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Top Rated AI Sales Assistant Software with Microsoft teams

Last updated: June 2026

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26 software options

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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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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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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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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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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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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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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Kickscale logo

AI sales intelligence & conversation analytics

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Kickscale's AI Sales Assistant works alongside every rep — automatically generating call summaries, drafting follow-up emails, syncing meeting data to your CRM, and answering on-demand questions about past meetings. Save reps significant time per call and keep them focused on selling.

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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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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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diio logo

diio is an AI Revenue Automation & Orchestration (RAO) agent

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diio is an AI Revenue Automation & Orchestration (RAO). It analyzes meetings, calls, and messages against your playbooks, extracts CRM-ready insights, tracks commitments, predicts success, and helps reps and leaders improve execution across every customer interaction.

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Copy.ai logo

Go-to-Market AI Platform

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Copy.ai is the first Go-to-Market AI Platform that leverages AI to streamline the productivity of GTM strategies. It provides Workflows and features that allow businesses to codify and automate complex processes, ensuring cohesive operations across sales, marketing, and customer success teams'.

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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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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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Reflekt Legal logo
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AI-powered intake automation for law firms

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Reflekt Legal is an artificial intelligence solution designed to handle client intake processes for law firms. The platform manages inbound conversations from phone calls, web forms, and advertisements by qualifying prospects, capturing case details, and routing calls according to firm-specific rules. It integrates directly with existing CRM and CMS systems to log conversation data, schedule appointments, and follow up with clients for missing information.

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Samskit logo
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AI-powered sales automation and CRM platform

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Samskit is an AI sales platform for B2B teams that automates meeting documentation and CRM data entry. It joins calls on Zoom, Teams, and Google Meet to record, transcribe, and summarize conversations in multiple languages, then updates CRM systems like Salesforce, HubSpot, Pipedrive, and Zoho. Features include AI tasks, deal scoring, risk alerts, pipeline dashboards, and meeting scorecards for sales coaching and enablement.

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Nonverbia logo
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AI assistant for analyzing nonverbal cues and body language

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See what truly moved—or lost—the room. Nonverbia decodes attention and behavior in sales calls, surfaces coachable moments, and produces CRM-ready follow-ups. Improve discovery, raise win rates, and forecast with confidence.

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VocaIQ logo
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Premium managed AI voice agent

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VocaIQ builds the premium class managed AI voice agent callers do not realize is not a person.

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Klipy logo
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AI sales agent that makes sure you respond first every time

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Klipy is a supervised AI sales agent.

It watches every signal across email, calls, LinkedIn, WhatsApp, and Telegram.

After each conversation, your agent drafts the follow-up email, updates the CRM with what was actually said, queues the next steps, and waits for your approval.

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ASPR AI logo
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Unified AI Sales Assistant that automates sales tasks

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ASPR AI helps sales teams prepare better, follow up faster, and execute consistently. It automates pre- and post-meeting workflows, creates sales documents, syncs CRM data, and delivers coaching insights so reps spend less time on admin and more time closing deals.

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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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