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.
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.
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:
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.
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.
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.
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.
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:
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.
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:
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.
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Consensus’ other powerful features include:
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.
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.
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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.
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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.
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Pricing: Pricing is by request only and determined based on the number of prospects and users each month.
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.
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.
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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.
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.
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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.
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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.
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.
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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.
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Pricing: Pricing information is only available after a conversation with the sales team.
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.
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Pricing: Agentforce is priced at $2 per conversation your “agent” has.
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.
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.
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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:
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.
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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.
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.
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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.
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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?