Imagine your sales team spending less time on mundane tasks and more time closing deals. That’s exactly the power AI sales tools bring to the table. With over 40% of sales professionals already leveraging AI, these tools are redefining how sales teams operate and setting a new standard for speed, scale, and execution.
This guide spotlights the best AI sales software to try this year, designed to help your team boost efficiency, accelerate sales cycles, and smash those revenue targets. From streamlining lead generation to scaling personalization, these tools are the key to unlocking your sales team’s full potential.
Key Takeaways
- AI sales tools strengthen performance at every stage of the funnel, from prospecting to pipeline prioritization
- They handle repetitive work like follow-ups, content creation, and call documentation, giving reps more time to focus on selling
- With visibility into buyer behavior and engagement, teams can see what buyers care about and adjust their approach in real-time
- High-performing teams use a combination of AI tools for buyer enablement, prospecting, content, and intelligence instead of relying on a single platform
Best AI Sales Tools at a Glance
|
Category |
Tool |
Best for |
Standout feature |
|
Buyer enablement |
Consensus |
Delivering personalized demos at scale |
Turns demo engagement into actionable buyer signals |
|
Allego |
Improving rep performance |
Analyzes pitch videos to deliver coaching feedback |
|
|
Showpad |
Managing and using sales content in active deals |
Tracks how buyers engage with sales content |
|
|
RelayTo |
Creating interactive content experiences |
Converts static content into interactive, trackable formats |
|
|
Sales intelligence |
Salesforce |
Managing pipeline and forecasting |
Predicts deal outcomes and recommends next steps |
|
ZoomInfo |
Identifying and prioritizing in-market accounts |
Uses intent signals to surface accounts actively researching solutions |
|
|
Clari |
Improving forecast accuracy |
Flags deal risks based on pipeline analysis |
|
|
Gong |
Understanding what drives deals and improving win rates |
Analyzes conversations to identify patterns in winning and losing deals |
|
|
HubSpot Sales Hub |
Managing sales pipelines and workflows |
Combines CRM, automation, and forecasting in one platform |
|
|
Writing and content generation |
Lavender |
Improving outbound email performance |
Scores emails and suggests real-time improvements |
|
ChatGPT |
Writing and refining sales content |
Adapts to different sales tasks through prompts and custom GPTs |
|
|
Qwilr |
Creating interactive proposals that help close deals |
Tracks buyer engagement within proposals |
|
|
Copy.ai |
Generating and managing outbound messaging |
Automates content creation within GTM workflows |
|
|
Prospecting and outreach |
Seamless.AI |
Finding and verifying contact data quickly |
Real-time data validation during prospecting |
|
Apollo AI |
Finding and engaging outbound prospects |
Combines deep prospect data with built-in outreach |
|
|
Lemlist |
Personalizing cold outreach |
Combines personalization with deliverability controls |
|
|
Reply.io |
Scaling outbound prospecting and outreach |
Automates multichannel sequences with conditional logic |
|
|
Notes and documentation |
Fathom |
Reviewing and sharing key takeaways from sales calls |
Delivers structured call summaries within seconds |
|
Fireflies.ai |
Identifying patterns in sales conversations |
Automatically tags recurring topics in calls |
|
|
Otter.ai |
Reviewing and referencing sales conversations |
Searchable meeting insights across conversations |
|
|
Customer service support |
Dialpad |
Coaching and improving sales calls |
Real-time AI coaching during live conversations |
|
Intercom AI |
Managing inbound conversations at scale |
End-to-end AI agent that handles live conversations |
|
|
Chatbot |
Capturing and qualifying inbound leads |
Qualifies and routes leads through AI-driven conversations |
Benefits of AI Sales Tools for Sales Teams
AI sales tools do more than save time and reduce manual work. Sales teams can use AI to drive better outcomes in every phase of the sales process, including:
- Faster prospecting and outreach: Reps find the right contacts instantly and send tailored messages without hours of research or guesswork
- Scalable content and messaging: Sellers produce emails, sequences, and collateral in minutes while keeping outreach consistent across every touchpoint
- Streamlined demo creation: Teams pull together tailored demos from existing content, cutting out the need to rebuild or customize each one by hand
- Stronger presales engagement: Buyers move through demos on their own time, so calls focus on specific questions and next steps instead of basic walkthroughs
- Better in-call context: Conversations start with visibility into what buyers already saw, skipped, or revisited, removing the need to repeat discovery
- Deeper post-demo insights: Engagement data shows what buyers focused on, what they skipped, and where interest dropped
- Clearer pipeline prioritization: Pipeline visibility shows which deals to push, which need follow-up, and which to drop
- Stronger execution across the funnel: Sales motions stay consistent from first touch to close, without gaps between tools or steps
- Higher-performing teams: Top performers execute more deals without getting stuck in manual work or fragmented workflows
Types of AI Sales Tools
For most sales teams, a single AI tool isn’t enough to meet all business needs and goals. The most effective approach is a tech stack of AI sales tools that supports:
- Buyer enablement: Use AI-powered buyer enablement tools to equip buyers with all the information they need to decide on your solution
- Sales intelligence: Understand your buyers on a deeper level with data about their behavior and related trends
- Writing and content generation: From follow-up emails to proposals, use generative AI to craft personalized and high-converting messages
- Prospecting and outreach: Efficiently identify potential buyers and gather accurate contact information
- Notes and documentation: Keep track of call summaries, action items, and sales call trends without adding to your workload
- Customer service support: Reduce response times and organize customer communications with AI customer service tools
The Best Demo Automation & Buyer Experience Platforms
Tools that help buyers explore your product and move deals forward through interactive, self-guided experiences.
1. Consensus
Best for: Delivering personalized demo experiences at scale.
Consensus is an AI-powered product experience platform built for complex B2B deals with multiple stakeholders. It combines video demos, interactive tours, and product simulations into one shareable experience that evolves as more buyers enter the deal.
As demos circulate internally, each stakeholder receives content tailored to their role, whether that’s a high-level overview or a deeper technical walkthrough. Sales teams can see exactly who engages, what they focus on, and how interest develops inside the account.
Consensus AI handles the heavy lifting behind the scenes. It assembles demo flows, aligns content to personas, and removes the need to build custom walkthroughs for every prospect. As buyers engage, it surfaces clear signals on what’s resonating, where interest is growing, and how the deal is progressing.
Recognized as #5 on G2’s top sales software list, Consensus gives buyers the flexibility to explore on their own schedule while keeping sales teams informed and ready to step in with context.
Key Features:
- Consensus AI: Interprets demo engagement, surfaces buyer intent, and recommends next steps based on real-time signals
- On-Demand Video Demos: Offers self-guided demos buyers can watch anytime, tailored to their role and interests
- Automated Product Simulations: Lets buyers explore product functionality through interactive, hands-on simulations
- Interactive Product Tours: Guides buyers through key features with structured, clickable walkthroughs
- Screen Recorder: Records and edits demo content directly within the platform
- Demolytics: Tracks demo engagement and surfaces intent signals based on buyer behavior
- BuyerBoard: Packages demos and content into shareable boards for internal stakeholder distribution
- Demo Player: Delivers interactive demos that buyers can play on any browser or device
- DemoBoards: Provides secure, branded landing pages tailored to individual buyers
- Chrome Extensions: Captures content directly from your Chrome browser to build a unique interactive experience
- Content Downloads: Includes supporting materials alongside demos for additional context
- Public Links and Merge Links: Shares personalized demos through custom links across channels
- Demo Library: Stores and organizes demos in a centralized, searchable hub
Pricing:
- Starter: From $600/month
- Pro: From $1,250/month
- Enterprise: Custom pricing available upon request
From AI-powered insights to personalized and buyer-led content, Consensus makes it easy for your buyers to appreciate your products and get to know them firsthand. Consensus users close 2X more deals, 30% faster.
Close more deals with demo automation: Watch a demo and talk to us.
2. Relayto
Best for: Turning static sales and marketing materials into interactive experiences buyers can explore.
Relayto helps sales and marketing teams turn static materials into interactive content that buyers can click through and explore. It packages assets into formats like microsites, presentations, and digital sales rooms, with options to tailor content to different buyers.
Key Features:
- Interactive Studio: Builds interactive content like videos, forms, and visual elements
- AI Chat: Answers buyer questions within content experiences
- Widgets: Embeds external tools and content into Relayto pages
- Engagement Metrics: Tracks views, time spent, and how buyers interact with content
- AI Animator: Turns static content into dynamic and interactive experiences
Pricing:
- Personal: $0/month
- Pro: From $65/month
- Team: From $750/month
- Business: From $2,500/month
- Enterprise: Custom pricing available upon request
3. Qwilr
Best for: Creating interactive proposals with built-in engagement tracking that helps sales teams close deals faster.
For sales teams looking to make their proposals more polished and less time-consuming, Qwilr provides a solution. Using Qwilr, teams can create web-based proposals that buyers interact with directly, with each interactive touchpoint feeding into detailed analytics on engagement and views. And when they’re ready to move forward, buyers can sign and pay right in Qwilr.
Key Features:
- Proposal Creator: Creates branded, interactive proposals with elements like pricing tables, videos, and calculators
- E-Signatures and Payments: Allows buyers to review, sign, and complete payment directly from the proposal
- Engagement Analytics: Tracks who views each proposal, what pages they interact with, and how long they spend on each section
- Integrations and Automation: Syncs with tools like HubSpot, QuickBooks, and Zapier to update data and streamline workflows
- Reusable Templates: Provides ready-made templates to speed up proposal creation and maintain consistency
Pricing:
- Business: $39/month per user
- Enterprise: $59/month per user
Tools Great for Sales Enablement & Content Management
Tools that help reps find, use, and optimize sales content while improving performance through coaching and insights.
1. Allego
Best for: Improving rep performance through content usage insights and coaching feedback.
Allego supports buyer enablement with AI-driven content creation, organization, and coaching tools. Generative AI search helps sales teams find and share the right materials at the moment so they’re better prepared for buyer conversations.
Key Features:
- Content Hub: Centralizes sales, marketing, and onboarding materials in one place
- AI Search: Finds relevant content to share based on context and queries
- Content Recommendations: Suggests what to send and when based on buyer activity
- Analytics: Tracks content usage, buyer engagement, and call performance
- Seller Coaching: Analyzes pitches and simulations to provide feedback on delivery
Pricing: Custom pricing available upon request
2. Showpad
Best for: Managing sales content and tracking how buyers engage with it.
Showpad provides a central place for sales teams to store, organize, and access the content they use in deals, from pitch decks to one-pagers. With AI search and coaching built in, reps can quickly find the right materials and see how top performers use them..
Key Features:
- AI-Generated Analytics: Surfaces insights from content usage and buyer engagement data
- Library Intelligence: Organizes content, removes duplicates, and keeps libraries up-to-date
- Sales Content Hub: Centralizes content and makes it searchable with AI
- AI-Assisted Coaching: Delivers feedback and benchmarks to improve rep performance
- A-Powered Training Content: Generates training materials and assessments for sales teams
Pricing: Custom pricing available upon request
TOP CRM & Revenue Intelligence Platforms
Core systems that manage pipeline, forecast revenue, and provide AI-driven insights into deal health and performance.
1. Salesforce
Best for: Managing pipeline visibility and forecasting revenue using AI-driven insights.
Salesforce provides a single view of your buyers for sales, service, and marketing teams to collaborate on. The platform’s AI sales tools range in capabilities from predictive analytics to generative chat, giving teams the context they need to make better decisions on active deals.
Key Features:
- Einstein Opportunity Scoring: Scores deals based on likelihood to close using historical and pipeline data
- Einstein Conversation Insights: Analyzes past calls and emails to surface key details and trends
- Sales Engagement Platform: Manages outreach, follow-ups, and cadences directly within the CRM
- Predictive Forecasting: Uses deal activity and trends to project revenue and highlight risks
Pricing:
- Free Suite: $0/month (2 user maximum)
- Starter Suite: $25/month per user
- Pro Suite: $100/month per user
- Enterprise: $175/month per user
- Unlimited: $350/month per user
2. HubSpot Sales Hub
Best for: Best for managing the full sales process, from tracking deals to forecasting revenue.
HubSpot Sales Hub offers AI-powered sales tools that help reps manage pipelines, engage buyers, and automate follow-ups. With built-in CRM functionality and over a thousand integrations, sales teams can combine insights into a cohesive picture to predict revenue and qualify leads.
Key Features:
- Engagement Tools: Manages follow-up emails and tracks opens, activity, and buyer engagement
- Sales Analytics: Provides reporting on pipeline, performance, and revenue trends
- Deal Management: Tracks deals, stages, and activities within the CRM
- Integrations: Connects with HubSpot tools and external platforms for a holistic view of your buyers
- Forecasting: Projects revenue and highlights pipeline risks using AI-driven insights
Pricing:
- Free: $0/month
- Starter: $15/month per seat
- Professional: $100/month per seat
- Enterprise: $150/month per seat
3. Clari
Best for: Identifying risks and gaps in the pipeline before they impact revenue.
Clari uses AI to analyze deal activity and customer interactions, then applies those insights to forecast revenue and guide sales execution. It also keeps CRM data up-to-date, flags risks in the pipeline, and focuses attention on the deals and actions most likely to impact outcomes.
Key Features:
- RevAI: Scores deals and surfaces next steps based on deal activity and pipeline signals
- Copilot: Generates meeting summaries and action items to keep deals moving
- Groove: Automates email, CRM, and calendar tasks while tracking engagement touchpoints
- Revenue Database: Centralizes revenue data for analysis and ongoing forecasting
- Deal Inspection: Highlights pipeline health and flags risks within individual deals
Pricing: Custom pricing available upon request
4. Gong.io
Best for: Understanding why deals are won or lost by analyzing customer interactions and pipeline activity.
Gong analyzes customer interactions from calls, emails, and meetings to show what’s happening in your pipeline. It highlights risks, surfaces deal trends, and answers questions about accounts so teams can better understand what’s driving outcomes.
Key Features:
- Forecasting: Uses buyer activity and deal data to assess pipeline health and revenue projections
- Gong Engage: Answers questions about accounts and surfaces insights from past interactions
- Data Engine: Connects your tech stack to unify customer interaction data and leverage insights
- Conversation Intelligence: Breaks down calls and emails to highlight patterns, risks, and next steps
Pricing: Custom pricing available upon request
Great Options to Consider for Data, Prospecting & Lead Intelligence
Tools focused on finding the right accounts, enriching data, and identifying high-intent buyers.
1. Zoominfo
Best for: Identifying high-intent accounts and prioritizing outreach based on buying signals.
ZoomInfo's GTM Intelligence Platform combines buyer data, intent signals, and AI-powered insights to help revenue teams identify, prioritize, and engage accounts. It connects real-time activity signals with automation and workflows so teams can focus on the accounts most likely to convert.
Key Features:
- GTM Workspace: Centralizes accounts, tasks, and insights while surfacing risks, opportunities, and suggested outreach
- GTM Studio: Builds and activates targeted segments using CRM data, ZoomInfo data, and third-party signals
- GTM Context Service: Provides enriched buyer context to improve outputs in AI tools like ChatGPT and Copilot
- Entity Resolution & Data Foundation: Maintains accurate records by deduplicating and linking company and contact data
Pricing: Custom pricing available upon request
2. Seamless AI
Best for: Building accurate prospect lists by finding and verifying contact data in real-time.
For up-to-date data validation and accurate prospecting, teams turn to Seamless AI. The AI sales tool finds and verifies contact information as you build lists, including phone numbers, email addresses, and social profiles. It also flags outdated or missing information so reps aren’t working from bad data.
Key Features:
- Real-Time Verification: Validates contact data like emails, phone numbers, and social profiles
- Buyer Intent Data: Identifies prospects showing signs of purchase intent
- Alerts: Notifies teams when prospects change jobs or update key information
- Integrations: Syncs contact data directly with CRM and sales workflows
Pricing:
- Free: $0/month
- Pro: Custom pricing available upon request
- Enterprise: Custom pricing available upon request
3. Apollo AI
Best for: Sourcing targeted prospect lists and running outreach from the same platform.
Apollo AI provides access to a large contact database teams can use to search for potential buyers. It features 65+ filters and AI prompting for further targeting based on factors that might not fit in a filter. Track stakeholders, monitor signals, and run outreach sequences, all without switching tools.
Key Features:
- AI Search: Finds prospects using natural language queries beyond standard filters
- Chrome Extension: Surfaces contact and company data directly within LinkedIn, Salesforce, and other tools
- Stakeholder Data: Tracks contacts at each company, including job changes and intent signals
- AI Prospecting: Recommends additional leads based on your targeting criteria
- Multichannel Outreach: Runs outreach sequences with several touchpoints including LinkedIn messages, emails, and phone calls
- AI Messaging: Generates personalized outreach using contact and company data
Pricing:
- Free: $0/month
- Basic: $59/month per user
- Professional: $99/month per user
- Organization: $149/month per user
Good for Outreach & Sales Engagement Automation
Platforms built to execute and scale outbound campaigns across channels with personalization and automation.
1. Lemlist
Best for: Personalizing outbound outreach while maintaining deliverability as campaigns scale.
Lemlist combines outbound prospecting with built-in contact data and deliverability tools. Sales teams can source leads with advanced filters, run multichannel campaigns, and use AI to generate personalized outreach while maintaining deliverability with email warm-up and inbox management features.
Key Features:
- Lead Database: Provides access to a collection of over 450 million contacts with advanced filtering options
- Contact Enrichment: Verifies phone numbers, email addresses, and other contact information with a single click
- Multichannel Sequences: Runs outreach through email and LinkedIn
- Email Warm-Up: Maintains deliverability by warming inboxes and managing sending reputation
- AI Personalization: Generates tailored outreach using text variables, dynamic landing pages, and custom videos
Pricing:
- Email Pro: $79/month per user
- Multichannel Expert: $109/month per user
- Enterprise: Custom pricing available upon request
2. Reply.io
Best for: Scaling outbound prospecting with automated, multichannel sequences and built-in data enrichment.
Sales teams can use Reply.io to create conditional outreach campaigns that combine WhatsApp, SMS, LinkedIn, email, and calls to reach buyers where they already are. The platform also automates sequences, books meetings, generates outreach with AI, and enriches contact data from existing lists so reps don’t have to manage each step manually.
Key Features:
- Real-Time Data Search: Pulls from a database of 1 billion worldwide contacts to find and enrich leads
- Multichannel Sequences: Automates outreach across email, calls, LinkedIn, SMS, and messaging apps
- Email Search Extension: Finds and verifies email addresses directly from Gmail or LinkedIn
- LinkedIn Automation: Sends connection requests, profile views, and personalized messages automatically
- Smart Suggestions: Recommends leads and messaging based on campaign performance
Pricing:
- Email Volume: From $59/month per user
- Multichannel: From $99/month per user
- Agency Core: From $210/month
The Top AI Writing & Messaging Assistants
Tools that help reps craft better emails, sequences, and sales content faster.
1. ChatGPT
Best for: Drafting, refining, and repurposing sales content using prompts and existing materials.
ChatGPT is a generative AI tool that sales teams can use to think through messaging and shape it into something usable. It works from prompts, helping turn rough ideas, notes, or inputs into sales content that rivals your top-performing outreach.
Key Features:
- GPT Library: Provides access to pre-built GPTs or allows teams to create their own for specific sales tasks
- Web Browsing: Pulls in up-to-date information to inform messaging and research
- Summarization: Turns meeting notes, transcripts, or documents into summaries and follow-ups
- File Uploads: Extracts insights from documents or repurposes content into new formats
Pricing:
- Free: $0/month
- Go: $8/month
- Plus: $20/month
- Pro: $200/month
- Business: $25/month per user
- Enterprise: Custom pricing available upon request
2. Copy.ai
Best for: Generating outbound messaging and automating the content tasks that support sales outreach.
Copy.ai is a one-stop shop for content creation, workflow automation, deal processing, and more. Its robust writing capabilities help revenue teams maintain a consistent brand voice and produce ready-to-send sales emails, sequences, and other outbound messaging.
Key Features:
- Sales Copy Generator: Writes sales emails, sequences, and messaging based on prompts
- Workflows: Automates repetitive tasks like prospect research, enrichment, and outreach prep
- Chat Assistant: Helps generate, edit, and refine content quickly
- Personalization: Tailors messaging using prospect data and context
- Brand Voice Consistency: Maintains a predictable tone that always sounds like you
Pricing:
- Chat: $29/month
- Enterprise: Custom pricing available upon request
3. Lavender
Best for: Catching and fixing issues in outbound emails before they go out.
Lavender drafts emails, tracks replies, and helps teams add personalization at scale. It also scores your email performance and provides tips and insights on early-stage buyers to help you create relevant email content.
Key Features:
- Email Scoring: Scores emails based on clarity, structure, and engagement factors like question usage and pronoun balance
- Tone Detection: Identifies tone and suggests adjustments to improve response rates
- Personalization Insights: Pulls in buyer details like recent activity and social data to inform messaging
- Chrome Extension: Works directly in your inbox and across the web
- Mobile Optimization: Shows how emails will appear on mobile devices
Pricing:
- Basic: $0/month
- Starter: $29/month
- Individual Pro: $49/month
- Team Plan: $99/month per seat
The Best Conversation Intelligence & Call Analysis Options
Tools that capture, transcribe, and analyze sales conversations to improve performance and extract insights.
1. Fireflies.ai
Best for: Identifying patterns in sales conversations to surface common objections, competitor mentions, and signals that impact deals.
Fireflies joins video meetings, transcribes phone calls, and analyzes audio uploads to turn your conversations into buyer insights and quick summaries. Sales teams can quickly find topics and action items with searchable transcripts and highly accurate capture.
Key Features:
- Seamless Capture: Transcribes both live meetings and uploaded audio and video files
- Smart Search: Find dates, times, and action items from past meetings
- Topic Tracking: Categorize discussions around objections, competitors, metrics, and other topics
- Collaboration: Lets team share soundbites and leave comments in call transcripts
Pricing:
- Free: $0/month
- Pro: $18/month per seat
- Business: $29/month per seat
- Enterprise: $39/month per seat
3. Otter.ai
Best for: Turning sales meetings into searchable records reps can revisit to track context and decisions.
Otter is an AI-powered notetaker that helps sales teams record, transcribe, and analyze conversations. Teams can capture calls automatically or upload recordings, then use AI to generate summaries, pull key takeaways, and track action items. Otter also makes it easy to reference past conversations and keep notes aligned with CRM records.
Key Features:
- AI Meeting Assistant: Records, transcribes, and summarizes meetings with action items
- AI Chat: Pulls takeaways, decisions, and follow-up content from past meetings
- AI Channels: Organizes meetings and insights in shared spaces for team collaboration
- Sales Insights: Surfaces key details like budget, authority, needs, and timeline
- Integrations: Syncs notes and meeting data with tools like HubSpot and SalesForce
Pricing:
- Basic: $0/month
- Pro: $17/month per user
- Business: $30/month per user
- Enterprise: Custom pricing available upon request
The Best Conversation Intelligence & Call Analysis Options
Tools that capture, transcribe, and analyze sales conversations to improve performance and extract insights.
1. Fireflies.ai
Best for: Identifying patterns in sales conversations to surface common objections, competitor mentions, and signals that impact deals.
Fireflies joins video meetings, transcribes phone calls, and analyzes audio uploads to turn your conversations into buyer insights and quick summaries. Sales teams can quickly find topics and action items with searchable transcripts and highly accurate capture.
Key Features:
- Seamless Capture: Transcribes both live meetings and uploaded audio and video files
- Smart Search: Finds dates, times, and action items from past meetings
- Topic Tracking: Categorizes discussions around objections, competitors, metrics, and other topics
- Collaboration: Lets teams share soundbites and leave comments in call transcripts
Pricing:
- Free: $0/month
- Pro: $18/month per seat
- Business: $29/month per seat
- Enterprise: $39/month per seat
2. Otter.ai
Best for: Turning sales meetings into searchable records reps can revisit to track context and decisions.
Otter is an AI-powered notetaker that helps sales teams record, transcribe, and analyze conversations. Teams can capture calls automatically or upload recordings, then use AI to generate summaries, pull key takeaways, and track action items. Otter also makes it easy to reference past conversations and keep notes aligned with CRM records.
Key Features:
- AI Meeting Assistant: Records, transcribes, and summarizes meetings with action items
- AI Chat: Pulls takeaways, decisions, and follow-up content from past meetings
- AI Channels: Organizes meetings and insights in shared spaces for team collaboration
- Sales Insights: Surfaces key details like budget, authority, needs, and timeline
- Integrations: Syncs notes and meeting data with tools like HubSpot and SalesForce
Pricing:
- Basic: $0/month
- Pro: $17/month per user
- Business: $30/month per user
- Enterprise: Custom pricing available upon request
3. Dialpad
Best for: Improving sales call performance through real-time coaching and conversation insights.
Sales and support teams use Dialpad to centralize calls, messages, and meetings in one place. During live conversations, the platform surfaces real-time coaching, prompts, and insights to help reps respond effectively in the momentIts AI captures conversations as they happen, generating transcripts, summaries, and action items to guide follow-ups and next steps.
Key Features:
- AI Coaching: Surfaces prompts, scripts, and guidance during live calls
- Instant Call Summaries: Captures conversations with searchable transcripts and action items
- Automatic Call Routing: Directs inbound calls to the right rep based on rules and availability
- Conversation Intelligence: Analyzes calls to identify trends, objections, and performance gaps
- Integrations: Syncs with tools like Salesforce, Zendesk, and Google Workspace for seamless workflows
Pricing:
- Essentials: $95/month per user
- Advanced: $135/month per user
- Premium: $170/month per user
A Good Meeting Assistant & Note Automation Option to Consider
Focused specifically on summarizing calls, extracting action items, and reducing admin work.
1. Fathom
Best for: Turning sales calls into structured summaries reps can quickly review and share.
Fathom takes care of note-taking so reps can focus on the conversation. The AI sales tool automatically records calls and delivers at-a-glance summaries with action items, key moments, and buyer insights right after each meeting. Reps can review what matters, share clips, and keep CRM records up-to-date minus the manual work.
Key Features:
- Customizable Templates: Lets reps choose the format and details they want in each post-call summary
- Fast Summaries: Delivers structured summaries within seconds of the meeting ending
- Automated Sync: Updates CRM records with call details and outcomes
- Meeting Clips: Curates and organizes key moments from calls into shareable clips
- Interactive AI Assistant: Answers questions about meetings without searching through transcripts
Pricing:
- Free: $0/month
- Premium: $20/month per user
- Team: $19/month per user
- Business: $34/month per user
Great Conversational AI & Inbound Lead Capture Options
Tools that engage website visitors, qualify leads, and route them to sales automatically.
1. Intercom AI
Best for: Turning website traffic into pipeline by engaging, qualifying, and routing inbound leads in real-time.
Intercom is an omnichannel AI tool designed to answer customer questions quickly and accurately. Customer support teams can use Intercom as an all-in-one, AI-assisted platform to manage conversations, qualify inbound leads, and support faster follow-up. Create automated workflows to engage and route buyers, and access AI insights and reports on conversation trends, response times, and buyer intent.
Key Features:
- AI Agent: Engages website visitors, answers questions, and qualifies leads automatically
- Lead Routing: Sends high-intent buyers to the right sales rep at the right time.
- AI Copilot: Provides instant answers to customer support questions so you can solve inquiries faster
- Conversation Intelligence: Surfaces patterns in buyer questions, objections, and engagement
- Automation and Workflows: Triggers follow-ups and actions based on behavior, intent, or conversation stage
Pricing:
- Essential: $39/month per seat
- Advanced: $99/month per seat
- Expert: $139/month per seat
2. ChatBot
Best for: Capturing, qualifying, and routing inbound leads so reps can focus on high-intent buyers.
Customer support teams can use ChatBot as an AI agent to automate conversations across multiple channels. It handles customer inquiries using AI-generated responses trained on your data, supports both simple and complex requests, and improves over time as it learns from interactions.
Key Features:
- AI Assist: Handles customer questions instantly with AI-generated responses and 24/7 support
- AI Training: Trains the chatbot on your website, FAQs, and knowledge base for more accurate, context-aware answers
- Lead Qualification Flows: Qualifies inbound leads based on responses and route them to the right sales rep
- Multichannel Integration: Fields customer inquiries on your website, Shopify store, SMS, and other channels using a single bot
- Performance Analytics: Tracks conversations and outcomes to refine qualification criteria and improve conversion rates
Pricing:
- Essential: $25/month per user
- Growth: $99/month per user
- Enterprise: Custom pricing available upon request
Features to Look for in AI Sales Tools
The best AI sales tools remove friction from your existing workflows so your team can focus on high-impact outreach. To maximize sales efficiency, these are the key features to prioritize.
Task Automation
Much of AI’s efficiency gains come from automating repetitive, manual work that eats into selling time. Start by identifying which tasks are slowing your team down (whether it’s data entry, lead qualification, or follow-ups) and prioritize tools designed to handle those specific workflows.
Advanced Analytics and Reporting
Look for AI sales tools that unify data from multiple sources and translate it into clear, actionable insights. Strong reporting capabilities make it easier to identify trends, measure performance, and continuously refine your sales strategy based on real data, not guesswork.
Integration Capabilities
Before adopting a new AI sales tool, review your existing tech stack. Look for tools that integrate seamlessly with your CRM, marketing automation, communication platforms, and other sales engagement tools. Effective integration reduces friction and ensures your team can leverage existing systems to their full potential.
Personalization
Personalized outreach consistently outperforms generic messaging with companies that prioritize personalization seeing up to 40% more revenue than their counterparts. Your chosen AI sales tools should enable this at scale by analyzing buyer behavior, preferences, and past interactions, helping your team deliver highly relevant and impactful communication.
Data Governance and Security
Protecting sensitive customer and business data is non-negotiable. Choose AI sales tools that offer role-based access controls, encrypt data in transit and at rest, and provide audit logs to track who accesses or modifies data. Look for tools that comply with standards like GDPR, SOC 2, or ISO 27001 and give you full control over your data, including export and deletion.
Choose the Right AI Sales Tools For Your Sales Teams
High-performing, scalable sales teams use a combination of AI sales tools to save time, access deeper insights, and deliver personalized content to buyers. With the right mix of AI software in place, reps aren’t pulled away from active deals anymore just to fill in CRM fields and log calls..
The right mix depends on your current sales process and future goals. If scaling personalized demos is a priority, enter Consensus. The AI-powered product experience platform transforms demos into on-demand buying experiences. Buyers gain instant access to the exact information they need to evaluate, align internally, and move deals forward without waiting on a rep.
Consensus prioritizes what all AI sales tools should: Keeping reps focused on closing, not cleanup.
See how Consensus drives pipeline and accelerates revenue.
