14 Best AI Sales Assistant Software Tools [2025]

Sales teams are using AI at a higher rate than ever, with adoption expected to grow by 139% in the next three years. From automating routine tasks to enhancing personalization and buyer engagement, AI helps shorten sales cycles, free up bandwidth for high-value activities, and support faster, more impactful decision-making.

For teams aiming to scale their sales efforts, AI sales assistant software offers a powerful solution. Whether you’re looking to improve pipeline management, increase lead quality, or enhance stakeholder engagement, these AI-driven assistants can help (almost) every step of the way.

Dive into this guide to discover the best AI sales assistant software tools, from advanced buyer enablement tools to cutting-edge conversational AI.

What Is AI Sales Assistant Software?

You may have heard of a virtual assistant: someone to help you with administrative tasks and time-consuming to-do list items that don’t require your full brain power and expertise. An AI sales assistant is similar: they’re like having a dedicated team member who works tirelessly behind the scenes to streamline your sales processes.

AI sales assistants can perform tasks such as researching prospects to craft personalized outreach, analyzing customer data to identify growth opportunities, and managing follow-up communications to ensure consistent engagement.

They’re equipped to handle repetitive or routine tasks that would otherwise consume your team’s valuable time—freeing up your sales experts to focus on the high-impact activities that drive revenue. Additionally, these assistants integrate seamlessly with your existing tech stack, acting as a natural extension of your workflow.

Types of AI Sales Assistant Software

AI sales assistants come in all shapes and sizes, each built to tackle specific challenges in the sales process. These different types of AI sales assistant software can help you scale smarter and close deals faster by supporting: 

• Demo automation: Illustrate your user experience and let buyers experience the benefits for themselves.
• Buyer outreach and engagement: Give buyers the right information at the right time to improve buyer enablement and put the education tools in their hands. 
• Content creation: Distribute sales and marketing content at an optimal cadence without losing team member time.
• Task automation: Take the busywork off your plate and let AI handle low-impact, high-volume tasks.
• Note-taking: Lend your whole focus to every meeting knowing that your AI assistant will provide a detailed wrap-up, transcript, and action item list.
• Customer support: Field customer requests instantly and get deeper questions into the right hands. 
• Data management: Organize and analyze all input from your sales process into actionable insights made to move the needle in your sales outcomes.  

 

Benefits of Using AI Sales Assistants

AI tools won’t replace human experts—but they can make your work better, faster, and more effective. They can help increase your sales volume, make your messaging more effective, automate your time-consuming tasks, and more. 

The following benefits of using AI sales assistants make up the key reasons why 81% of sales teams are implementing or experimenting with AI. 

Increased Efficiency

For B2B sales, AI means more time to tackle high-value tasks, without sacrificing outreach volume. AI sales assistants add efficiency to your sales process by automating tedious and time-consuming tasks. 

Connect your workflows, sync data and insights, quickly reference call summaries and action items, and improve outreach, all with AI sales assistants. This leaves more bandwidth for high-converting activities and sales calls. 

More Personalization

Early touchpoints can make or break your buyer pipeline, and adding personalization is a key strategy for improving response rates. In fact, personalized calls-to-action convert over 200% better than standard ones.

But, incorporating personalization into outreach involves tedious research and time-consuming writing tasks. That is…until you enlist the help of an AI sales assistant! AI sales assistants can pull relevant data about your prospects that you can add to your interactions so that every touchpoint resonates and converts. 

Better Lead Qualification

Real-time insights from AI sales assistants shed light on patterns from your database, inputs from each buyer, and outside data to help you qualify and prioritize every lead. For example, AI demo automation tools like Consensus provide stakeholder insights like who viewed your demo, how they interacted with it, whether they shared it, and more. These Demolytics spur thoughtful follow-up and shed light on your lead qualification process.

How to Choose the Right AI Sales Assistant Tool

The best AI sales assistant tool for your sales team depends on your specific product, team structure, size, and goals. In many cases, bringing in multiple AI sales assistant tools can help streamline different workflows and scale your efforts effectively. Whether you’d like to bring on a single AI sales assistant or one for each stage of the sales process, consider these elements to choose the right AI sales assistant tool:

• Features: This sounds basic, but it’s important: Does the tool do what you need it to do? Poll your sales team to pinpoint the exact tasks you need to streamline or automate and prioritize checking those boxes before moving forward. 
• Integrations: AI tools work best if they can seamlessly integrate with your existing tech stack. Map out your existing sales tool suite and find an AI sales assistant tool that can lock in without added steps. This way, automations work correctly and you can sync data without manual input.
• Customer support: New technology can take some getting used to and thorough training to bring your team up to speed on how to use each feature. Choose AI software with robust education available and customer support options that ensure your sales workflows won’t be interrupted by mishaps with the new tool. 
• Pricing: The right AI sales assistant tools can help you scale your sales team and improve revenue, but it’s still important to consider your current budget and select tools with pricing that fits your current needs. 
• User reviews: Before adopting a new tool, take time to see what other users have to say. Did they have an easy time getting help when there were issues? Are issues frequent? Does the tool do what it advertises? 

 

Best AI Sales Assistant Software for Buyer Outreach and Engagement

To truly engage buyers and convert at a high level, sales teams have to go beyond traditional sales processes and find ways to put the learning back in the hands of buyers. Buyers want to explore your product and discover for themselves how it can solve their problems. Let’s look at some of the best AI sales assistant software for buyer outreach and engagement.

 

1. Consensus: Best AI Sales Assistant for Demo Automation

Consensus is a demo automation software that automates the creation of interactive product demos. The platform combines the power of video demos and product tours to create a demo experience that turns buyers into your biggest champions. 

Consensus’ AI, Claraty, streamlines the demo creation process to save your sales teams valuable time. It helps them: 

• Optimize their demos: Claraty analyzes demo data and provides intelligent suggestions to identify which demos resonate with buyers, which areas need improvement, and how to align content with buyer priorities.
• Use industry best practices: It bridges knowledge gaps by analyzing data-backed best practices from real-world experiences and past customer usage. Claraty offers actionable recommendations to enhance demo effectiveness and maximize buyer engagement.
• Navigate the platform: Claraty AI simplifies platform usage by tapping into the Consensus Knowledge Base and automated demo transcripts. Users can locate specific demos, find answers to their questions, and access demo creation support.

Whether helping mid-market users navigate without dedicated support or enhancing enterprise-level insights, Claraty ensures every user can unlock the full potential of demo automation.

Key AI Features:

• Instant Search: Find the exact demos you need in a matter of seconds with contextual research powered by AI
• Intelligent Recommendations: Make the perfect demos for each buyer using data-backed best practices
• AI Analytics: Gather insights from your buyers’ interactions with your demos combined with industry data to better inform future demos and product development choices
• AI Transcripts: Make it even easier for buyers to understand your products by adding automatic, accessible transcripts to every tour and demo

 

Consensus’ other powerful features include: 

• Demo Creator: Use screen recording or the Chrome extension for fast and effective content creation for video demos 
• Demo Library: House your content in one central location and easily reference it using AI search assistance
• Branded Landing Pages: Give every buyer a secure and unique branded landing page to reference their demos with ease using DemoBoards
• Sharable Links: Create custom shareable public links and merge links to distribute in email campaigns, social media posts, and website content
• BuyerBoards: Foster brand champions within every buyer organization with shareable boards ready to distribute to shareholders and decision-makers
• Product Tours: Highlight your most valuable features with a straightforward and interactive walkthrough of your product

 

Pricing: Consensus’ custom pricing plans are based on role and license quantity.

Give time back to your sales experts and empower your buyers to discover the strength of your solution for themselves. Automated demos and AI-powered creation and insights with Consensus create product qualified leads to drive 2X more deals and 30% faster closes.

 

2. Lavender: AI Sales Assistant for Email Outreach

Ever wished for a little guidance as you sit down to draft an email for a prospective buyer? That’s exactly what Lavender does. Get suggestions to keep your emails personalized, concise, and compelling to make the most of your email outreach efforts. Improve over time using performance scoring and templates.

Key Features:

• Instant Scoring: Make fast adjustments for the best reply rate using instant feedback and suggestions
• Tone Detection: Write in your voice with AI tone detection
• Buyer Research: See instant buyer insights without leaving your inbox and incorporate personalization into every message

 

Pricing:

• Basic: Free for up to 5 emails per month
• Starter: $27 per month
• Individual Pro: $45 per month
• Team: Custom pricing

 

3. Regie.ai: AI Sales Assistant For Prospecting With Personalized Content 

Every second counts and the race to reach out to as many people as possible without sacrificing personalization and compelling messaging can become overwhelming. Regie.ai uses sales engagement data, CRM data, and first- and third-party data to formulate high-intent audience lists. Then, the tool sends emails and LinkedIn messages on autopilot to fill your calendar with qualified prospects.

Key Features:

• Auto-Pilot: Take the entire prospecting and outreach process off your team’s plate and outsource it to an AI agent
• Co-Pilot: Add personalization to your messaging and create faster outreach processes with generative AI and research assistance
• Multi-Channel Integrations: Create multiple touchpoints with each prospect using both email and LinkedIn messages, all from one automated platform 

 

Pricing: 

• AI Agents: $50K per use case

 

4. Overloop.ai: AI Sales Assistant for Outbound Sales Prospecting

Nailed your ICP, but never able to keep up with the constant pull of prospecting and personalizing messages? Overloop AI takes the tedious tasks off your plate by finding verified email addresses for your ideal buyers and sending them personalized message sequences.

Key Features:

• B2B Leads Database: Pull from over 450 million verified contacts
• AI Cold Email Writer: Personalize every outreach message using AI
• Multi-Channel AI Campaigns: Use AI to contact buyers via email and LinkedIn, and eventually book calls

 

Pricing: Pricing is by request only and determined based on the number of prospects and users each month.

 

Best AI Sales Assistant Software for Sales Task Automation

One of the best ways to add efficiency to your sales team and feed more expert time into high-impact activities and more deals closed? Automating low-brainpower tasks with accurate and dependable AI software like these.

1.  HubSpot Breeze: AI Sales Assistant for Automating Tasks

HubSpot Breeze encompasses several AI tools across the HubSpot platform, built to automate tasks in every stage of the sales process from data analysis to content generation. Since it’s baked right into your customer platform, Breeze pulls from your relevant data and integrates with every step of your buyer pipeline.

Key Features:

• AI Copilot: Breeze Copilot works as your built-in assistant, ready to reference your CRM data to generate content, answer your questions, and propel your buyer touchpoints forward
• Specialized Agents: Breeze has an AI agent for every step of the sales process: a content agent, a customer agent, a prospecting agent, and a social media agent 
• Breeze Intelligence: Automate the task of analyzing buyer data and improve conversion rates with AI data sourcing and analysis

 

Pricing: Some Breeze features are free to start using, while advanced AI capabilities are included in premium HubSpot packages. Pricing depends on the broader package or your selected Breeze features. 

 

2. Fathom: AI Sales Assistant for Meeting Transcriptions

The most challenging tasks for a sales team? The ones that pull attention away from buyers—like taking manual notes during important meetings. Fathom automates the note-taking process by transcribing and recording your meetings, then sending you in-depth recaps to remind you of action items and insights.

Key Features:

• Near-Instant AI Summaries: Reference a detailed summary of each meeting within 30 seconds of its ending
• Data Sync: Avoid the manual task of entering call outcomes and details into your CRM
• AI assistant: Ask Fathom AI about a specific topic or question from your meeting and get instant insights without sifting back through transcripts

 

Pricing:

• Free forever plan: Free
• Premium Individual: $15 per month 
• Standard Team: $19 per person per month  
• Premium Team: $29 per person per month

 

3.  Calendly: Best AI Sales Assistant for Appointment Setting

Playing rounds of email tag in an attempt to find a meeting time that works for both you and your buyer shouldn’t take up your entire day—but sometimes it feels like it does! Calendly removes that barrier by providing personalized and automated scheduling links that sync with your calendar, making it easy for buyers to book meetings and live demos.

Key Features:

• Automated Communications: Send meeting reminders and follow-ups without lifting a finger and enjoy fewer no-shows and more engaged buyers
• AI Notetaker: Currently in beta, this feature will streamline scheduling and notetaking all in one platform
• AI Scheduling Automation (Coming Soon!): More AI features are coming soon to Calendly, including scheduling automations built to add simplicity and speed to the meeting scheduling process

 

Pricing: 

• Free: Free
• Standard: $10 per seat per month
• Teams: $16 per seat per month
• Enterprise: Starts at $15K per year

 

Best AI Sales Assistant Software for Customer Support

Even after you’ve closed the sale, your buyers require careful monitoring and timely follow-up if you hope to retain them and foster a healthy relationship. Use AI sales assistant software for customer support to reduce response times and field requests to the best expert on your team— fast.

1.  Zendesk: Customer Service AI Sales Assistant

Zendesk AI is the first line of defense for customer inquiries and support requests. The software fully automates and resolves simple tickets without expert intervention. For more complex issues, agents can use Zendesk Copilot to reference past context on a ticket or quickly find documentation for a problem.

Key Features:

• Generative AI: Send support responses and customer service follow-ups that match your brand voice and tone
• Copilot: Increase support productivity and accuracy with fast search and instant answers
• Personalized Responses: Scale your personalized support and automate customer service with sophisticated AI

 

Pricing: 

• Sell Team: $19 per agent per month
• Sell Growth: $55 per agent per month
• Sell Professional: $115 per agent per month

 

2. Drift: Conversational AI Sales Assistant

Drift uses AI for conversational marketing to empower buyers to make informed decisions. By merging buyer intelligence with generative AI, Drift gives sales experts the capacity to provide fast and effective customer support without bogging down productivity. 

Key Features:

• Chatbots: Send personalized messages with real-time AI responses that can route messages, book meetings, and solve support requests 
• Conversational Landing Pages: Integrate instant chat into landing pages to engage buyers and improve conversions
• AI Insights: Score every website visitor and potential buyer with real-time intent analysis

 

Pricing: Pricing information is only available after a conversation with the sales team.

 

3. Salesforce Einstein Agentforce: Custom AI Sales Agents

Salesforce Einstein Agentforce is made up of several AI assistants, all designed to boost performance and efficiency in different aspects of business operations. For sales teams, Einstein tools include Einstein Sales Development Rep (SDR) Agent and Einstein Sales Coach Agent. Between the two tools, sales experts can use AI assistance to communicate with leads, book meetings, handle objections, and practice selling in a simulated sales call environment.

Key Features:

• AI Pipeline Automations: Let Einstein have introductory conversations with your pipeline, saving your sales experts time for only the highest-impact conversations
• Multi-channel and Multi-lingual Chat: Einstein works in several languages and on platforms including WhatsApp, SMS, chat, and more.
• AI Sales Roleplays: Your sales experts can hone their skills without making mistakes in important deals thanks to AI roleplays and targeted feedback

 

Pricing: Agentforce is priced at $2 per conversation your “agent” has. 

Best AI Sales Assistant Software for Sales Data Management

Strategic sales data management drives better long-term business decisions and more profitable outcomes for your business—but data hygiene and management can fall to the wayside on busy sales teams. You can use sales AI assistants to stay on top of your data management routines and learn from helpful insights from each buyer interaction.

1.  HubSpot: AI Sales Assistant for Customer Data Management

HubSpot’s AI-powered CRM software brings all of your customer data onto one platform and offers in-depth analysis, lead scoring, and workflow management. With accurate and consistent organization, classification, and analysis of all of your customer data, HubSpot enriches lead information and provides targeted action items for your team.

Key Features:

• Data Enrichment: Work from fleshed-out customer profiles instead of puzzles with missing pieces
• Predictive AI: Make strategy changes based on AI predictions of customer behaviors and pipeline outcomes
• Workflow Automation: Connect repetitive tasks and let them complete on autopilot

 

Pricing: HubSpot offers a range of tools and packages for driving the best results for your sales, marketing, and presales teams using AI. Sales software pricing is as follows:

• Sales Hub Starter: $15 per month per seat
• Sales Hub Professional: $90 per month per seat
• Sales Hub Enterprise: $150 per month per seat

 

2.  Clay: AI Sales Assistant for Acquiring Lead Data

Clay helps sales teams find all available relevant data about your leads—all without the manual, tedious busywork of doing it on your own. Keep your CRM up to date and deliver personalized, relevant outreach using Clay AI and your own personal Claygent. 

Key Features:

• Automated SDR Research: Feed your Claygent a list of domains and let it complete manual research workflows while you dedicate your energy to more impactful tasks
• AI Data Cleaning: Keep your CRM updated and accurate with automated data organization and cleaning
• Personalized AI Messaging: Use your CRM data to craft personalized, AI-generated messages 

 

Pricing: Clay offers several plans, each with its own set of features and available monthly credits. Plans range from free to $720 per month, and enterprise pricing is only available after a call with the sales team.

 

3. Crystal: AI Sales Assistant for Buyer Data Enrichment

Come prepared for every sales call with Crystal AI. Crystal scours the internet to collect public information about your prospects, then uses it to give you personality insights and recommendations for how to engage with each personality. With a focus on engagement and personal connection, this AI tool gives communication tips and personality predictions.

Key Features:

• AI Personality Analysis: Get insights into every lead’s personality and communication preferences based on their public information
• Email Guidance: Use personality information and Crystal’s tips to personalize the tone and style of your outreach messages to suit each recipient
• Profile Dashboard: Quickly reference personality traits and categories for each buyer to add a whole new level of preparation for your sales meetings

 

Pricing: 

• Free: Free
• Premium: $49 per month
• Business and Enrichment: Pricing available after talking with the sales team

 

4. Databox: AI Sales Assistant for Sales Analytics and Data Reporting

Databox brings all of your disparate data sources into one easy-to-reference place. Create dashboards, customized reports, forecasts, and in-depth visualizations, all from a single source of truth. Identify patterns and make more confident decisions.

Key Features:

• AI-Powered Data Integration: Pull data from various software sources, spreadsheets, and databases all into a single platform
• Custom Dashboards: Use the exact visualizations your team needs to better understand your buyers and make impactful sales decisions
• Automated Reporting: Harness AI to improve performance over time with actionable feedback and predictive insights 

 

Pricing: 

• Free: Free
• Starter: $47 per month
• Professional: $159 per month
• Growth: $319 per month
• Premium: $377 per month

 

Boost Your Sales Productivity with the Best AI Sales Assistants

The best strategy for balancing productivity with high-quality output is to integrate top AI tools into your sales workflow. With the right tools on your side, there’s no need to cut back on outreach volume in favor of more personalization or more sophisticated buyer enablement strategies. Using AI sales assistants at strategic points in your workflows means more capacity for your sales experts, more leads in your pipeline, and higher conversion rates at every turn. 

To make a lasting impression on your buyers, leverage AI buyer enablement tools and interactive demo software like Consensus. Consensus’ AI, Claraty, streamlines the demo automation process to help you make sure buyers are already informed and aligned with your solution. By the time they schedule a call with your sales experts, they’re already that much closer to the close—empowered with the knowledge they need to say “yes.”

Ready to watch the AI work?