8 Best AI Sales Assistants & Tools To Automate Tasks

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AI Sales Assistants are software tools designed to support sales teams. AI-powered sales tools offer performance-based recommendations to help sales teams, startups, B2B companies, solopreneurs, customer service agents, and sales managers.

Over 60% of sales reps report spending more time on administrative work than selling. AI sales tools can automate data entry, CRM updates, follow-up emails, lead scoring, and more. They also provide real-time sales coaching, forecast accuracy, and behavior analysis to improve sales strategies.

In this article, we will explore the best AI Sales Assistants, breaking down their core functions, strengths, and pricing. You’ll learn which tools are best suited for different company sizes, industries, and sales strategies.

Gong

Gong is a conversation analytics and sales enablement platform powered by AI. It records, transcribes, and analyzes all your sales calls, emails, and interactions. Gong provides actionable insights based on customer conversations, allowing teams to understand what works and what doesn’t. 

With its deep AI capabilities, it surfaces winning sales behaviors, customer sentiment, competitive trends, and deal risks. Gong helps sales leaders coach more effectively and forecast revenue more accurately. 

Gong is a powerhouse for teams wanting to scale insights and performance. The visual dashboards and call analytics help pinpoint what’s working and where reps are struggling. For teams serious about revenue growth and coaching, Gong is worth the investment.

Top Features:

  • Call recording and analysis
  • Revenue intelligence dashboards
  • Deal pipeline visualization
  • Real-time coaching recommendations
  • Integration with major CRMs

Pros:

  • Excellent analytics and coaching tools
  • Highly accurate transcription
  • Helps identify deal risks early

Cons:

  • Steep learning curve
  • Higher pricing for small teams

Pricing: Starts around $5,000/year per user (custom quotes based on team size)

Best For: Enterprise sales teams, mid-sized B2B sales departments, and revenue operations managers.

Launch Date2015
Starting Price~$5,000/year per user
CapabilitiesCall analytics, coaching, forecasting
User Rating⭐⭐⭐⭐⭐ (Enterprise favorite)
IntegrationsSalesforce, HubSpot, Zoom, Slack
Use CaseCoaching, pipeline management, insights
AI TypeNLP, ML-based pattern recognition

Drift (Salesloft)

Drift is a conversational marketing and sales platform that uses AI to engage website visitors in real-time. It serves as a sales assistant by qualifying leads through intelligent chatbots and routing them to the right rep. 

The AI sales assistant is a game-changer for qualifying and engaging leads the moment they hit your site. Its smart routing and meeting booking features mean less friction and faster conversions. The price tag is high, but the ROI justifies it for teams with serious inbound traffic.

Drift’s AI bot captures intent, asks smart questions, and books meetings directly into calendars, helping shorten the sales cycle dramatically.

Top Features:

  • AI-powered live chat and bots
  • Real-time lead routing
  • Conversational landing pages
  • Integration with CRMs and calendars

Pros:

  • Great for inbound sales
  • Increases lead conversion
  • Seamless chatbot-human handoff

Cons:

  • Expensive for small teams
  • Needs traffic to be effective

Pricing: Starts at $2,500/month for small teams

Best For: Marketing and sales teams at high-traffic websites, SaaS companies, and enterprise B2B firms.

Launch Date2015
Starting Price$2,500/month
CapabilitiesAI chatbots, routing, CRM sync
User Rating⭐⭐⭐⭐½ (Well-loved in B2B SaaS)
IntegrationsSalesforce, Marketo, Zoom, HubSpot
Use CaseInbound lead capture, qualification
AI TypeNLP, rule-based, predictive routing

Salesforce Einstein

Salesforce Einstein is the AI engine integrated into Salesforce’s CRM platform. It enhances the core CRM by adding predictive analytics, smart recommendations, and automation for sales tasks. 

Einstein acts as a behind-the-scenes AI assistant that scores leads, forecasts revenue, and provides insights based on past interactions. By analyzing historical data, it recommends next-best actions, helping sales reps work smarter and close deals faster.

If you’re already using Salesforce, Einstein is like getting a turbocharged upgrade for your CRM. It quietly works in the background to prioritize tasks and provide intelligent nudges. While it’s not plug-and-play for everyone, it becomes invaluable for big teams invested in the Salesforce ecosystem.

Top Features:

  • Predictive lead scoring
  • Opportunity insights and win-rate prediction
  • Email and activity capture
  • Automated data entry and follow-ups
  • Custom AI models via Einstein AI Builder

Pros:

  • Natively integrated with Salesforce
  • Highly customizable for enterprise needs
  • Great for large datasets

Cons:

  • Requires Salesforce ecosystem
  • Steep learning curve for customization

Pricing: Included in Salesforce CRM plans starting at $75/user/month, with additional Einstein add-ons starting at $50/user/month

Best For: Salesforce users, enterprise sales teams, and companies with a data-driven sales process.

Launch Date2016
Starting Price$75/user/month + $50 for Einstein AI
CapabilitiesLead scoring, forecasting, data automation
User Rating⭐⭐⭐⭐ (Highly valued in Salesforce orgs)
IntegrationsSalesforce, Tableau, Pardot
Use CaseCRM enhancement, forecasting, automation
AI TypePredictive analytics, deep learning

Clari

Clari is a revenue operations platform that uses AI to manage sales forecasting, pipeline inspection, and deal execution. It pulls data from your CRM, emails, calendars, and more to create real-time views of your revenue pipeline. 

The AI models help identify which deals are at risk, which reps need support, and where to focus your coaching efforts. Clari turns subjective forecasting into a data-driven science. 

It helps spot risks early and gives leadership teams clear signals on what to expect at quarter-end. 

Clari sales assistant software is not cheap, but the clarity it brings to forecasting is unmatched for growing organizations.

Top Features:

  • AI-powered forecasting
  • Pipeline risk identification
  • Activity tracking and visibility
  • Revenue analytics dashboards

Pros:

  • Great for forecast accuracy
  • Excellent for deal inspection
  • Integrates well with multiple data sources

Cons:

  • Best suited for larger teams
  • Can be complex to configure initially

Pricing: Custom pricing (typically mid-to-large enterprise budgets)

Best For: Revenue leaders, CROs, and sales ops teams in mid-to-large B2B enterprises.

Launch Date2013
Starting PriceCustom pricing
CapabilitiesForecasting, pipeline management, analytics
User Rating⭐⭐⭐⭐½ (Trusted by top revenue teams)
IntegrationsSalesforce, Outreach, Microsoft 365
Use CaseForecasting, sales ops, leadership planning
AI TypePredictive analytics, machine learning

Conversica

Conversica is a leading AI sales assistant focused on automating lead contact and engagement. It uses conversational AI to reach out to leads via email or SMS, mimicking human-like interactions. These AI “reps” can follow up persistently, ask qualifying questions, and hand off the lead to a human rep once interest is confirmed. It’s an excellent solution for increasing lead engagement without overloading your sales team.

Top Features:

  • AI-powered email and SMS follow-ups
  • Automated lead qualification
  • Multilingual support
  • Seamless CRM integration
  • Human-like, persistent outreach

Pros:

  • Significantly reduces lead response time
  • High scalability
  • Easy integration with CRM systems

Cons:

  • Messages may sometimes feel robotic
  • Customization can be complex

Pricing: Starts at $2,999/month, depending on the number of virtual assistants and use cases

Best For: Marketing-qualified lead follow-up, B2B companies, SaaS providers, and enterprise SDR teams.

Launch Date2007 (AI assistant added in 2014)
Starting Price$2,999/month
CapabilitiesLead follow-up, qualification, handoff
User Rating⭐⭐⭐⭐ (Effective but premium-priced)
IntegrationsSalesforce, Marketo, Oracle, HubSpot
Use CaseAutomated lead nurturing, SDR support
AI TypeConversational AI, NLP, ML-based scoring

Outreach

Outreach is a sales execution platform that enhances rep productivity through intelligent automation and guided selling. While it’s primarily known for managing sequences and workflows, Outreach’s AI features like sentiment analysis, conversation intelligence, and pipeline signals help reps close deals faster. 

Its Kaia assistant provides real-time coaching during calls and post-call summaries with next-best actions.  It is a UX-friendly tool for anyone looking to optimize outbound sales efforts.

Top Features:

  • AI-driven email sequences
  • Real-time call coaching with Kaia
  • Sentiment and intent analysis
  • Call recording and transcription
  • Sales workflow automation

Pros:

  • Boosts rep productivity
  • Solid integration ecosystem
  • Excellent reporting and automation

Cons:

  • Pricing not suited for startups
  • Needs training to fully utilize AI features

Pricing: Starts at $100/user/month, with custom enterprise tiers

Best For: Growing sales teams, inside sales reps, and enterprise SDRs looking to scale outreach with intelligence.

Launch Date2014
Starting Price$100/user/month
CapabilitiesSequences, coaching, insights, automation
User Rating⭐⭐⭐⭐½ (Top choice for outbound teams)
IntegrationsSalesforce, Gmail, Zoom, Slack, LinkedIn
Use CaseOutbound sales, team coaching
AI TypeNLP, intent analysis, real-time coaching

People.ai

People.ai is a revenue intelligence platform that captures and analyzes sales activity to improve team performance. It uses AI to automatically collect data from emails, calendars, calls, and CRM, then provides insights into seller behavior, deal health, and coaching opportunities. 

The People.ai sales assistant software helps managers understand what top reps are doing differently and replicates it across the team.

Top Features:

  • Activity capture and auto-logging
  • Sales coaching insights
  • Deal health monitoring
  • Buyer behavior analytics

Pros:

  • Reduces manual data entry
  • Valuable insights into sales rep performance
  • Improves CRM data quality

Cons:

  • Not as useful for very small teams
  • Data-heavy; may overwhelm new users

Pricing: Custom quotes only (enterprise focus)

Best For: Sales leaders, enablement teams, and revenue ops at enterprise-level B2B companies.

Launch Date2016
Starting PriceCustom pricing
CapabilitiesSales analytics, behavior tracking
User Rating⭐⭐⭐⭐ (Trusted by large B2B teams)
IntegrationsSalesforce, Outlook, G Suite
Use CaseSales ops, rep coaching, activity capture
AI TypeML, behavior modeling, data extraction

Veloxy

Veloxy is a sales enablement and automation platform that turns your CRM into a proactive sales engine. It provides AI-powered insights, sales email automation, geo-location sales intelligence, and mobile-first CRM access. 

The tool is known for increasing CRM adoption by making it easier for reps to use through smart suggestions, automation, and analytics.

Top Features:

  • Email automation and tracking
  • Lead prioritization and insights
  • Mobile CRM access
  • Sales route optimization (geo-location)

Pros:

  • Increases CRM usage dramatically
  • Great for outside sales teams
  • Easy to set up and use

Cons:

  • Not as robust for enterprise reporting
  • Limited integrations outside of Salesforce

Pricing: Starts at $49/user/month

Best For: SMB sales teams, outside sales reps, and Salesforce users who need mobile-friendly tools.

Launch Date2015
Starting Price$49/user/month
CapabilitiesMobile CRM, sales intelligence, automation
User Rating⭐⭐⭐⭐ (Popular with SMBs)
IntegrationsSalesforce, Gmail, Outlook
Use CaseCRM enhancement, mobile sales, lead prioritization
AI TypePredictive insights, NLP, automation logic

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