Reaching the right prospects at the right moment is often the difference between closing a deal and coming in second. And in the age of AI-assisted sales, what was once a long process of research, targeting, and crafting outreach has now become remarkably fast.
But today’s top AI sales assistants don’t just help sales teams work faster — with the right data, AI helps sellers make smarter decisions. By analyzing vast amounts of information in real time, these tools provide a competitive edge that manual processes simply can’t match.
The downside? With just about every sales software tool now offering AI-assisted features, it’s hard to tell which ones are real, and which are window dressing. We’ve compiled this list of top tools to help you navigate your drive for AI-assisted sales satisfaction.
What is AI Sales Assistant Software?
AI sales assistant software, also known as AI virtual sales assistants, are cutting-edge tools designed to augment and enhance the capabilities of sales reps. By leveraging advanced artificial intelligence, these powerful solutions automate a wide range of tasks and processes, allowing sales teams to focus on what they do best: building relationships and closing deals.
How AI Sales Assistant Software Benefits Businesses
Automated Task Management: By handling routine tasks such as lead qualification, follow-ups, and data entry, AI sales assistants free up valuable time for sales reps to focus on high-value activities.
Enhanced Pipeline Management: These tools provide real-time insights and predictive analytics, helping sales teams prioritize leads and optimize their sales pipeline.
Improved Forecasting: AI-powered algorithms analyze historical data and market trends to deliver more accurate sales forecasts, enabling better strategic planning.
Seamless Integration: Many AI sales assistant software solutions integrate seamlessly with existing CRM systems, creating a unified and efficient sales ecosystem.
Personalized Customer Interactions: By analyzing customer data and behavior, these tools enable sales reps to deliver more personalized and targeted communications, improving conversion rates.
Evaluating AI Sales Assistants
When comparing various AI sales assistant software tools, it’s important to weigh the features and capabilities that best match your team’s needs and the profiles of your ideal customers. Consider the following:
Integration and Compatibility: Ensure the AI sales tool works smoothly with your CRM, supplemental data, and other tools
Accuracy and Real-time Insights: Look for AI software that provides actionable and accurate account summaries and sales insights
Automation Capabilities: The software should automate routine sales tasks, freeing up time for high-priority activities
Ease of Use: Driving adoption is difficult without a user-friendly interface
Data Security and Compliance: Ensure the data used by your AI tool meets your privacy needs
Top AI Sales Assistant Software Tools
1. ZoomInfo Copilot
ZoomInfo Copilot helps today’s sellers reach their ideal buyers first by applying advanced AI to the strongest data foundation in go-to-market. Sure, our solution is first on our list, but not without good reason: Copilot delivers a 23% lift in pipeline to its satisfied users.
Copilot’s insights are fueled by first-party customer and prospect data, ZoomInfo’s unparalleled business data, and the industry’s most extensive collection of buying signals. Copilot’s AI analyzes this data in real time to deliver personalized, actionable insights: who to contact, when to engage, and even what to say.
Account executives and account managers get AI-guided suggestions about their next best step across every channel, allowing sellers to intelligently query their sales data for tailored recommendations such as pre-meeting briefs, recent compelling buying signals, key job changes, financing events, and more.
Copilot’s generative AI assistant crafts targeted, relevant messages for the right buyers at the right time, instantly. To make sure those messages arrive on time, Copilot alerts sellers about urgent changes in key buying signals through integrations with Slack and email.
Copilot’s Account AI simplifies and supercharges account research by summarizing the most critical information on any account. The result: a 360-degree view of account health, history, and potential opportunities, letting sales reps focus on the work that will drive the most value.
Key Features:
Key insights from ZoomInfo’s real-time buying signals, helping sellers focus on the best opportunities.
Automatically generates personalized messages for ideal buyers, improving engagement and relevance.
Provides instant notifications on important account changes, allowing quick action when buying signals spike.
Summarizes critical account information from both CRM and ZoomInfo data, reducing research time.
Delivers actionable insights across the tech stack, allowing sellers to stay focused and efficient.
Combines ZoomInfo’s top-quality data and real-time signals with your CRM data, ensuring highly accurate insights for smarter engagement decisions.
Learn More About ZoomInfo Copilot
2. Salesforce Einstein
Salesforce’s Einstein AI system integrates powerful artificial intelligence directly into your CRM, transforming how businesses approach sales and customer engagement. As part of Salesforce’s comprehensive cloud-based platform, Einstein enhances decision-making with real-time predictive insights, natural language processing, and automated recommendations.
From AI-powered customer interactions to advanced sales analytics, Einstein helps sales teams engage at the right moment, create specific outreach, and work more efficiently. Its capabilities streamline workflows, optimize revenue strategies, and provide deep insights for smarter business decisions.
Key Features:
Predictive analytics and AI-driven engagement tools
Sales automation with natural language processing
Comprehensive data analytics for strategic insights
Integration with Customer 360 for full customer visibility
Learn More About Salesforce Einstein
3. HubSpot Breeze
HubSpot Breeze integrates advanced AI capabilities directly into the HubSpot CRM platform. Breeze assists with every stage of the sales cycle by automating repetitive tasks, providing actionable insights, and optimizing sales strategies.
With Breeze’s Copilot and Intelligence tools, sales teams can engage smarter, close deals faster, and unlock real-time data-driven opportunities. Its intuitive AI simplifies workflows, enhances pipeline management, and drives scalable growth.
Breeze also includes several AI agents: Content Agent, Social Media Agent, Prospecting Agent and Customer Agent.
Key Features:
AI-powered task automation with Breeze Copilot
Enhanced buyer insights and data enrichment
Seamless CRM integration for unified customer visibility
Learn More About HubSpot Breeze
4. Instantly
Instantly is a sales engagement platform designed to streamline B2B email outreach campaigns. Serving over 15,000 customers ranging from individual entrepreneurs to global agencies, Instantly’s core offering includes unlimited email sending accounts with warmup capabilities, a B2B lead database, and smart AI integration.
The platform’s primary goal is to simplify the process of generating revenue through cold email campaigns. It allows users to find leads, create campaigns, and connect sending accounts all within a single interface. With its flat-fee subscription model, Instantly aims to provide a cost-effective solution for businesses looking to scale their outreach efforts efficiently.
Key Features:
Unlimited email sending accounts with warmup functionality
Integrated B2B lead database for targeted prospecting
Smart AI assistance for campaign optimization
All-in-one platform for lead generation, campaign creation, and account management
Multi-language support for global outreach
5. Fathom
Fathom is a versatile app designed to enhance the productivity of virtual meetings. It offers seamless integration with popular platforms like Zoom, Google Meet, and Microsoft Teams, providing automatic recording, transcription, and summarization services. This allows participants to focus on the conversation without the distraction of note-taking.
One of Fathom’s key strengths lies in its ability to generate comprehensive call notes automatically. These notes can be effortlessly synchronized with leading CRM systems such as Salesforce, HubSpot, or Close, streamlining the process of maintaining accurate records and follow-ups. By leveraging artificial intelligence, Fathom aims to simplify meeting management and boost overall efficiency in professional settings.
Key Features:
Automatic recording and transcription of virtual meetings
AI-powered meeting summarization
Integration with major video conferencing platforms (Zoom, Google Meet, Microsoft Teams)
Automatic generation of call notes
Synchronization with popular CRM systems (Salesforce, HubSpot, Close)
6. Clari Copilot
Clari Copilot is a conversation intelligence platform designed to enhance sales team performance. It provides real-time assistance during customer interactions, helping sales representatives navigate objections and leverage winning behaviors. The platform offers proactive insights into potential deal blockers, competitor mentions, and next steps, enabling sales teams to act on critical information when it matters most.
Clari Copilot’s integration with the Clari Revenue Platform allows conversation data to seamlessly flow into sales workflows, supporting more rigorous deal inspection and accurate forecasting.
The platform’s RevGPT feature utilizes generative AI to automate administrative tasks, producing formatted call summaries and suggested actions. With enterprise-grade security features and compatibility with various dialers, video conferencing tools, and CRMs, Clari Copilot aims to streamline the sales process and boost revenue generation.
Key Features:
Real-time battlecards and monologue alerts for navigating objections
Proactive deal-changing insights on blockers, competitor mentions, and next steps
RevGPT feature for automated call summaries, next steps, and suggested actions
Integration with Clari Revenue Platform for unified deal inspection and forecasting
Enterprise-grade security with SOC 2 Type 2 certification and GDPR compliance
Learn More about Clari Copilot (Previously Wingman)
7. Salesloft Rhythm
Salesloft Rhythm is a sales automation tool that helps sales teams prioritize tasks based on real-time buyer signals. Rhythm integrates with CRMs and other sales tools, allowing users to manage their workflows in one place. It automatically identifies which actions are most likely to drive revenue and maps buyer behavior to the appropriate next steps in the sales process.
Key Features:
AI-driven task prioritization based on buyer signals
Integration with CRMs and sales technology
Workflow management across the entire sales lifecycle
Learn More About Salesloft Rhythm
8. Humantic AI
Humantic AI is designed to predict human behavior with high accuracy, specifically tailored for sales professionals. This AI-powered tool assists salespeople in building stronger relationships with prospects by providing valuable insights into their preferences and behaviors.
The platform offers intelligence on prospects, helping sales teams understand what approaches are likely to be most effective. By suggesting what to say and what to avoid, Humantic AI enables founders and salespeople to create lasting connections with potential clients.
This targeted approach can significantly streamline the sales process, making it easier for teams to meet their revenue targets.
Key Features:
Behavior prediction technology for accurate prospect insights
Personalized communication suggestions for effective outreach
Prospect intelligence to guide relationship-building strategies
Tools to help sales teams meet revenue targets more efficiently
9. Substrata
Substrata is an advanced AI sales assistant that helps sellers decipher and decode client emotions, intentions, and power dynamics during negotiations.
Its coaching and insights are built on analysis of behavioral data, helping sales teams boost their dealmaking capacity by proactively meeting customer needs. Substrata can help refine sales strategies with a user-friendly interface, and a wide array of customization and integration options.
Key Features:
Behavioral analysis for deeper client insights
AI-driven coaching for enhanced sales performance
Provides behavioral cues for smarter negotiations