Is your team drowning in data?
You’re likely losing valuable selling time to tedious CRM updates and administrative work. It is a common struggle for sales operations managers.
This manual grind leads to missed opportunities and inaccurate forecasts. The worst part is wasting budget on the wrong tools that don’t deliver.
This drain on resources doesn’t just hurt productivity. It directly impacts your bottom line. Your sales team is busy with tasks, not closing deals.
Beyond sales, understanding sales tax software is crucial for financial health and avoiding risks.
But the right AI tool can change this. It automates the repetitive work so your team can focus on what truly matters: selling.
In this guide, I’ll help you navigate the options. We will review the best AI sales assistant software. My goal is to help you unmask your ideal tool.
You will discover solutions that integrate with your CRM, improve forecast accuracy, and surface high-potential leads without the complex implementation you fear.
Let’s get started.
Quick Summary:
| # | Software | Rating | Best For |
|---|---|---|---|
| 1 | Gong → | Mid-market SaaS firms | |
| 2 | Fathom → | Sales teams valuing meetings | |
| 3 | Instantly.ai → | Sales ops managers | |
| 4 | Apollo → | B2B prospecting teams | |
| 5 | Drift → | Website visitor engagement |
1. Gong
Are you struggling with unreliable pipeline forecasts?
Gong’s Revenue AI Platform provides unbiased insights from 100x more customer data. This helps you overcome conflicting claims about lead scoring accuracy.
This means you can pinpoint your number and paths to target, driving forecast accuracy and org-wide action through centralized analytics and a holistic view of your organization. Plus, you can stop losing winnable deals.
Gong helps you fix this.
Gong Data Engine simplifies data management, giving you complete customer visibility without manual effort. You can also automate data capture, mapping, and protection across the revenue lifecycle. Additionally, Gong Engage helps you prioritize and personalize customer engagements to create and convert pipeline, while specialized AI agents fit into your existing CRM ecosystem.
This comprehensive approach, coupled with over 250 integrations, means you’ll gain real-time deal intelligence and AI-driven sales coaching, ultimately improving forecast accuracy.
Your sales team will win more.
Key features:
- Gong Forecast: Drives forecast accuracy with 100x more customer data and centralized analytics for a precise view of your revenue targets.
- Gong Engage: Helps you personalize customer engagement, efficiently creating and converting pipeline by smartly prioritizing interactions.
- Gong Data Engine: Automates data capture and management across the revenue lifecycle, simplifying customer visibility and enriching your CRM.
Gong features, pricing, & alternatives →
Verdict: Gong is a powerful AI Sales Assistant Software for mid-market SaaS firms, designed to boost win rates, increase deal sizes, and improve revenue per rep. With 95% forecast accuracy and an 80% increase in email response rates, it directly addresses common sales challenges and integrates with your existing tech stack.
2. Fathom
Struggling with post-meeting data entry and missed insights?
Fathom addresses your sales team’s pain points by automating note-taking and CRM updates.
Its AI records, transcribes, highlights, and summarizes meetings, eliminating manual data entry that often leads to errors and missed opportunities in deal intelligence.
This means you can finally focus on the conversation.
Fathom saves your sales team valuable time, freeing you to engage fully with prospects. It automatically syncs meeting summaries and tasks directly to your CRM, streamlining follow-ups. You can also effortlessly share specific clips from meetings for context in Slack, rather than relying on lengthy text notes. Additionally, Fathom features a powerful AI assistant that lets you interact with recordings to get instant answers and generate follow-ups, much like ChatGPT for your meetings. This tool supports various video conferencing platforms and translates summaries into 28 languages, ensuring global team compatibility and precise sales coaching insights.
Regain focus and optimize your sales workflow.
Before diving deeper, you might find my analysis of best note-taking software solutions helpful for your team.
Key features:
- Automated Recording & Summarization: Fathom records, transcribes, highlights, and summarizes your Zoom, Google Meet, and Microsoft Teams meetings, eliminating manual note-taking and providing instant, accurate recaps.
- CRM Integration & Task Sync: It automatically syncs meeting summaries and action items directly to your CRM, ensuring accurate data entry and seamless follow-up task management for sales teams.
- AI Assistant & Clip Sharing: You can interact with recordings using a powerful AI assistant for quick insights and generate follow-ups, or share specific meeting clips instead of lengthy text notes for better context.
Fathom features, pricing, & alternatives →
Verdict: Fathom provides essential automation and AI capabilities, making it a strong contender for best AI Sales Assistant Software. Its precise transcription, instant AI summaries, and direct CRM integration significantly reduce manual data entry and provide actionable deal intelligence, saving sales teams up to 20 minutes per meeting.
3. Instantly.ai
Tired of missed opportunities and manual CRM chaos?
Instantly.ai directly addresses your pain points by turning leads into clients with automated outreach, a deliverability network, lead database, and CRM. This means you can find warm leads and scale email campaigns effectively. This is vital because automating email outreach saves valuable time.
You need a solution that truly unmasks ideal clients.
Instantly.ai helps you find, contact, and close your ideal clients. It assists in scaling email campaigns and reaching primary inboxes. You can also engage smarter and win more with AI. Additionally, Instantly allows you to connect unlimited email accounts, automating sending across them. Plus, it offers advanced filters and buying signals, targeting people who resonate with your message. The result is optimized revenue through campaign pipeline analytics.
Get more replies with AI-powered optimization.
Key features:
- Scale outreach efficiently by connecting unlimited email accounts and automatically rotating sending across them, maximizing email volume and customer acquisition.
- Ensure inbox placement with unlimited deliverability tools, including customized automated interactions and email verification, to continuously boost sender reputation.
- Find and enrich leads using advanced filters to target prospects based on technologies, headcount, and revenue, then personalize outreach with AI prompts.
Instantly.ai features, pricing, & alternatives →
Verdict: Instantly.ai is a robust option for sales operations managers seeking the best AI sales assistant software because it streamlines email outreach, improves deliverability, and offers AI-driven lead management and personalization. Their clients, like Tony Liu, claim it’s the exact email outreach solution they always wished existed, saving over $10,000 per year on warmup alone.
4. Apollo
Tired of manual CRM data entry errors?
Apollo’s Pipeline Builder helps you find the right people and book quality meetings, streamlining your initial outreach efforts. This means you can focus on building relationships instead of grappling with outdated contact information.
You no longer have to worry about inaccurate lead scoring or unreliable pipeline forecasting. The platform provides 210M+ contacts and 35M+ companies. Here’s how to ensure your sales team is targeting high-potential leads efficiently.
Unify your sales cycle data.
Apollo centralizes all customer data, allowing you to run your entire sales cycle on unified information. This gives you a complete view of your prospects and deals in one place.
Additionally, the Call Assistant turns conversations into deals with AI assistance, offering pre-meeting insights, instant AI transcription, and automatic follow-up emails. This automates crucial post-call tasks like CRM updates. Plus, the Data Enrichment feature keeps your CRM data fresh with richer prospect profiles, integrating seamlessly to ensure your existing HubSpot or Zoho CRM ecosystems are always up-to-date.
The result is real-time deal intelligence and AI-driven coaching.
Key features:
- Pipeline Builder: Helps you find the right prospects and book quality meetings faster, leveraging robust B2B prospecting data to improve lead generation.
- Call Assistant: Provides AI-assisted meetings with features like meeting scheduling, call recording, and automated follow-up emails for enhanced productivity.
- Data Enrichment: Keeps your CRM and marketing automation data accurate and current with continuous updates and detailed prospect profiles for better targeting.
Apollo features, pricing, & alternatives →
Verdict: Apollo stands out as a powerful candidate for the best AI sales assistant software because of its integrated platform that handles prospecting, engagement, and data management. It helps you automate CRM data entry, enhance forecast accuracy, and streamline workflows, as demonstrated by customers reporting 4x more meetings booked and a 2x increase in email open rates.
5. Drift
Stop manual CRM data entry and wasted AI investments now.
Drift’s AI chat agent converts website visitors into qualified leads. This means you can finally address unmet buyer expectations by providing instant, accurate answers, accelerating your sales cycles.
You’ll improve the buying experience by instantly qualifying leads and letting buyers book meetings or chat live, reducing drop-off and speeding up deal velocity.
Here’s how to simplify your AI sales assistant software evaluation.
Drift solves the problem of not knowing which chats convert by allowing you to track engagement metrics and attribute success to pipeline and revenue. This accelerates growth by providing deeper insights to marketers and earlier buyer engagement to sellers, streamlining the entire revenue motion.
The Drift Chat agent intelligently routes qualified buyers into your seller’s workflow, giving them clear next steps and context. Additionally, its AI agents function as an extension of your team, proactively managing tedious tasks and anticipating your next moves, maximizing sales efficiency.
The result is a sales team that consistently converts website visitors into pipeline and accelerates revenue growth.
While focusing on sales efficiency, maintaining robust financial operations is crucial. For insights into managing expenses, my article on best accounts payable software might be helpful.
Key features:
- Live Chat: Engage high-intent buyers in real-time conversations, allowing them to bypass forms and connect directly with a rep, accelerating them through your sales funnel.
- ROI Reporting: Gain clarity on your chat strategy by tracking engagement, identifying high-converting conversations, and attributing success directly to pipeline and revenue for continuous optimization.
- Fastlane: Instantly qualify high-value leads by leveraging your existing tech stack data, enabling immediate connections with sales reps and significantly reducing lead qualification time.
Drift features, pricing, & alternatives →
Verdict: Drift is a best AI sales assistant software that addresses core sales operations challenges like manual CRM data entry and lead qualification by providing real-time AI chat agents. It improves buyer engagement and accelerates pipeline velocity, helping you achieve tangible ROI from your AI investments.
6. Salesloft
Are you tired of manual CRM data entry? Salesloft helps your team eliminate this pain point by automating tedious tasks, allowing you to focus on strategic selling. Its purpose-built AI streamlines workflows.
This means you can easily prioritize crucial actions and gain clarity on every deal, every seller, and every decision. You will find your sales cycles accelerating.
Stop guessing what to do next.
Salesloft unifies AI chat agents, sales engagement, revenue intelligence, conversation intelligence, deal management, and forecasting into one powerful platform. This allows you to turn insights into action.
Its Cadence feature builds and nurtures sales pipeline by taking the guesswork out of lead generation and renewals, while the Coaching capability helps you scale the qualities of your top-performing reps. Furthermore, Drift AI chat agents engage website visitors in real-time, delivering personalized conversations and driving more qualified pipeline faster.
Additionally, Salesloft’s Analytics centralizes reporting across the entire buyer and customer lifecycle, providing comprehensive insights for data-driven decisions. The Rhythm feature, powered by AI, prioritizes the most impactful seller actions, ensuring your revenue team works smarter to win more deals.
Gain a performance force multiplier.
Key features:
- AI Agents for Productivity: Salesloft’s AI agents proactively handle tedious tasks, surface critical insights, and anticipate your next move, significantly reducing manual effort.
- Revenue Orchestration Platform: This unified platform combines AI chat agents, sales engagement, conversation intelligence, and forecasting to drive smarter sales execution.
- Predictive Analytics and Coaching: Salesloft provides real-time data-driven AI insights from seller activities and customer conversations to improve forecast accuracy and enhance coaching.
Salesloft features, pricing, & alternatives →
Verdict: Salesloft stands out as a strong contender for the best AI Sales Assistant Software, especially for mid-market SaaS firms. Its unified platform and AI agents deliver clarity in deal management, improved forecast accuracy, and significant sales productivity gains, as demonstrated by 3M closing deals 2.5x faster.
7. Clari
Is your CRM data entry causing evaluation paralysis?
Clari offers Revenue AI Agents to automate forecasting, accelerate deal inspection, and boost sales productivity. This means your team can focus on what truly matters.
You can gain real-time deal intelligence, eliminating manual data entry errors. Clari helps you see where pipeline is real, and where it’s at risk. This ensures accuracy in your sales process.
Ready for confident revenue growth?
Clari helps you create, convert, and close more revenue faster using AI and specialized agents. Their platform, powered by Revenue Context™, turns all your revenue data into actionable insights.
You can use Clari for pipeline management, prospecting, and sales engagement. It guides every rep to win with AI-assisted deal signals and clear next steps. This gives managers real-time visibility to coach effectively.
Additionally, Clari’s forecasting and revenue insights provide trusted forecasts by pulling revenue signals from CRM, ERP, and email. You can also leverage it for customer retention, spotting churn risks early and uncovering upsell opportunities for aligned growth.
The result is increased productivity and predictability.
While Clari focuses on revenue, if you’re exploring specialized analytics, my article on best healthcare analytics software offers valuable insights.
Key features:
- Revenue AI Agents: Automate forecasting and accelerate deal inspection for enhanced sales productivity, helping your team focus on high-value activities.
- Revenue Context™ Platform: Transforms diverse revenue data into actionable insights, ensuring your sales execution aligns with business operations for greater efficiency.
- Forecasting & Revenue Insights: Delivers highly accurate forecasts by integrating data from CRM, ERP, and email, providing clarity for strategic decisions.
Clari features, pricing, & alternatives →
Verdict: Clari is a best AI Sales Assistant Software for mid-market SaaS firms, designed to solve the pain points of sales operations managers. It provides actionable insights, automates key processes, and improves forecast accuracy, enabling businesses managing over $5T in revenue to grow by over 70% in bookings year-over-year.
Conclusion
Stop wasting budget on wrong tools.
Choosing the right AI sales assistant is daunting. The wrong one wastes money and fails to integrate with your CRM, creating more problems than it solves.
The impact is huge. With the right AI, you can automate 30–40% of routine tasks. This frees up your team for strategic selling and personalized outreach, significantly boosting your closure rates.
So here is my top recommendation.
From my evaluation, Gong stands out. It directly tackles forecast inaccuracy by using massive amounts of customer data to provide truly reliable revenue insights.
I love that it delivers 95% forecast accuracy. When you implement the best AI sales assistant software like Gong, you get unbiased deal intelligence and fully automated data capture.
While we’re discussing strategic sales, understanding sales coaching software is equally important for team growth.
I strongly recommend you book a free demo of Gong to see how its Revenue AI platform can transform your sales operations.
Your revenue will become predictable.
