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Top Rated AI Sales Assistant Software with Salesforce

Last updated: May 2026

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23 software options

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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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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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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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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Conversica logo

Artificial intelligence-driven sales assistant

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Conversica is a leading provider of Intelligent Virtual Assistants (IVA) helping organizations attract, acquire and grow customers at scale.

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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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SalesGRID logo

AI-Driven Sales Excellence for B2B Teams

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SalesGRID's AI, Savvy, allows users to streamline RFPs, boost communication, and win bigger deals. Easy setup, robust content management, and strategic AI insights.

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Squirro logo

Data finds purpose with Squirro

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Squirro leverages generative AI, machine learning, and predictive analytics to elevate your sales strategy. Gain competitive edge, comprehensive market overview, access information quickly and effortlessly, optimize sales processes, identify new opportunities and manage risks utilizing AI.

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Koncert logo

Multi-channel sales engagement with personalization at scale

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Koncert's Sales Engagement Platform delivers revenue and increases B2B sales productivity by up to 800%. We prioritize the best prospects for you to connect with at the right time with multi-channel communications, helping you to consistently exceed your goals.

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SetSail logo

Know what's happening in every deal — and how to win.

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SetSail helps revenue teams see every rep activity, know what's effective, and drive behaviors that accelerate growth.

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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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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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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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SalesLoft logo

Sales acceleration and customer engagement platform

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Salesloft is a cloud-based sales engagement platform that helps sales teams to automate sales plays, access coaching material, manage pipelines, and more. The platform offers a range of integrated modules including Sales Email, Calendaring, Analytics, CRM Sync, and more.

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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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Dream logo
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AI-powered sales agent solution

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Dream is an AI-powered sales agent that helps grow marketplaces. It uses advanced research and prospecting capabilities to find the right leads, craft personalized outreach, and handle the entire sales process autonomously. Dream's AI agents can send tailored messages at the optimal time, book meetings, and even respond to prospect inquiries, freeing up your team to focus on closing deals.

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CloudApper AI RevOps logo
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Scale Revenue Without Hiring More People

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CloudApper AI RevOps automates your entire revenue cycle with five specialized AI agents—handling lead generation, content creation, outreach campaigns, real-time sales engagement, and 24/7 customer support. Scale revenue faster without hiring more people.

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Acto logo
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Revenue intelligence software for field sales reps

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Acto is an AI-based sales intelligence software for wholesale and manufacturing. It helps field sales reps work by prioritizing visits by revenue, preparing meetings, and streamlining follow-ups.

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Kickscale logo
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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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