Researched and Edited by Rajat Gupta
Last updated: September 26, 2026 · How we review
AI Sales Assistant Software overview
Spotsaas tracks 47 products in AI Sales Assistant Software, ranked by SpotScore — a blend of feature coverage, verified review ratings, and value. Most buyers here are Sales managers overseeing revenue acceleration and deal approval workflows in enterprise settings.
- 47
- products listed
Editor's Summary · AI Sales Assistant Software
Clari dominates the category with 1,720 ratings at 4.53/5, the deepest feedback here, centered on revenue forecasting. LevelJump follows at 4.5/5 across 754 reviews for sales enablement. Veloxy rates highest at 4.7/5 on 218 reviews and offers a free trial, while Spotio holds 4.2/5 for field sales.
AI sales assistant software surfaces insights, automates follow-up, and guides reps through deals. Buyers are sales leaders and revenue teams at B2B companies working to lift pipeline visibility and rep productivity.
Quick picks for AI Sales Assistant Software
- Best overall — Clari
- Best for sales onboarding and enablement — LevelJump
- Best for field sales teams — Spotio
- Best free option — Veloxy
Who gets the most from AI Sales Assistant Software
- 1Sales managers overseeing revenue acceleration and deal approval workflows in enterprise settings
- 2Field sales representatives and sales enablement teams needing mobile intelligence and consolidated sales data
- 3Sales development representatives focused on lead generation and automated customer engagement sequences
How to choose AI Sales Assistant Software
If you prioritize AI-driven automation for lead identification and conversion, filter by products showing advanced AI agents and sales automation. For enterprises needing streamlined workflows and deal approvals, sort by solutions with pre-made notifications and approval features. When mobile sales intelligence is critical, filter for mobile-optimized platforms and consolidated data views.
Showing -2--40 out of 47

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What is Tym?
Tym is the ultimate AI-powered assistant for seamless business operations. Tym integrates effortlessly with essential tools like Slack, Jira, and more, enhancing workflow efficiency and global communication through real-time multilingual translation. Whether coordinating meetings, managing ...
Read more about TymStarts from $9/month when monthly, also offers free forever plan

Woobot
Streamlining Salesforce communication for effortless productivity.
Best for: SMB teams · Mid-market · Enterprise
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What is Woobot?
Working with your Salesforce data is made as simple as using Microsoft Teams or Slack by Woobot.io. Install your sales playbook end-to-end to incorporate the discussions taking place in Microsoft Teams and Slack, allowing everyone to react promptly in the event that a deal falls through or the ...
Read more about WoobotWoobot offers custom pricing plan
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OpTonal
Automate sales updates with AI-powered efficiency.
Best for: SMB teams · Mid-market · Enterprise
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What is OpTonal?
OpTonal is a Slack-native AI tool for B2B sales reps that automates pre- and post-meeting CRM updates by learning from a team's CRM history and past sales conversations. It surfaces relevant account context before customer meetings and schedules timely follow-up reminders so reps avoid the ...
Read more about OpTonal
- Matched in minutes, not days
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- Trusted by 2M+ software buyers every year
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Rollio
Empowering enterprises with efficient AI assistants.
Best for: SMB teams · Mid-market · Enterprise
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What is Rollio?
Rollio is an AI assistant for enterprise sales teams that converts conversational inputs — spoken or typed — into CRM record updates and workflow actions inside Salesforce. It reduces the manual data entry burden on sales reps by letting them log call notes, update opportunity fields, and ...
Read more about RollioStarts from $60/user/month when monthly

Sutherland Agent Success
Elevate your contact center's performance.
Best for: SMB teams · Mid-market · Enterprise
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What is Sutherland Agent Success?
Sutherland Agent Success is a cloud-based, AI-driven solution crafted to boost the productivity of contact center agents during their customer interactions. This solution seamlessly integrates with omni-channel platforms and customer CRM and support applications, providing agents with ...
Read more about Sutherland Agent SuccessSutherland Agent Success offers custom pricing plan

Poggio
Unlock your sales potential with AI-driven planning.
Best for: SMB teams · Mid-market · Enterprise
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What is Poggio?
Poggio is an AI-driven workspace designed for enterprise sales professionals. It quickly generates comprehensive, customized account plans—covering key contacts, points of view, differentiators, value drivers, and more—tailored to your solutions and value propositions. With Poggio, you can ...
Read more about PoggioPoggio offers custom pricing plan

AI Rudder
Revolutionizing call centers with AI voice automation.
Best for: SMB teams · Mid-market · Enterprise
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What is AI Rudder?
AI Rudder provides AI voice automation software for call centers, enabling automated outbound and inbound calls that gather and analyze customer data in real time. By handling routine call tasks automatically, it reduces agent workload and allows staff to focus on complex interactions. The ...
Read more about AI RudderAI Rudder offers custom pricing plan

LinkDeal
Revolutionize your LinkedIn game with LinkDeal.
Best for: SMB teams · Mid-market · Enterprise
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What is LinkDeal?
LinkDeal is a LinkedIn co-pilot designed to enhance networking, lead generation, and social selling automatically. It automates key LinkedIn activities such as sending connection requests from your meeting invites, understanding your net pipeline value from your ideal customer profile based on ...
Read more about LinkDealStarts from $30/user when yearly, also offers free forever plan

Scout
Revolutionizing sales with intelligent automation.
Best for: SMB teams · Mid-market · Enterprise
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What is Scout?
Scout is an AI prospecting co-pilot for individual sales reps and SDRs who spend significant time on manual research and outreach personalization. It streamlines the end-to-end prospecting process -- from finding contacts to writing personalized messages -- so reps can run higher-volume ...
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What is Saleasy?
Saleasy is an AI sales agent for small sales teams and solo sellers who need to automate lead generation and meeting booking without a large SDR team. It handles prospecting, multi-channel outreach, and contact research in the background so users focus on conversations and closing.
Read more about SaleasySaleasy offers custom pricing plan

NoForm AI
Revolutionizing pre-sales support with human-like AI chatbot.
Best for: SMB teams · Mid-market · Enterprise
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What is NoForm AI?
NoForm AI is a pre-sales chatbot for B2B SaaS companies and service businesses that want to qualify website visitors and capture leads outside business hours. It runs as a 24/7 human-like chat interface that handles qualification conversations and routes leads to the right team without ...
Read more about NoForm AINoForm AI offers custom pricing plan

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What is Crono AI?
Crono AI is an outbound sales platform for B2B sales teams that want to automate the full prospecting-to-close workflow in one place. It manages daily rep tasks, sequences, and multi-channel outreach so salespeople have a guided system for their day rather than building their own process from ...
Read more about Crono AI
Ask Willy
Optimize your sales game with personalized AI coaching.
Best for: SMB teams · Mid-market · Enterprise
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What is Ask Willy?
Ask Willy is an AI personality coaching tool for B2B technology sales reps who want to improve how they communicate with different buyer types. It analyzes buyer personality profiles and coaches sellers on adapting their messaging and approach to build rapport and increase close rates.
Read more about Ask Willy
CloseFactor
Effortlessly unlock valuable customer insights.
Best for: SMB teams · Mid-market · Enterprise
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What is CloseFactor?
CloseFactor is an account intelligence tool for sales and revenue operations teams that need to prioritize outreach to their best-fit accounts. It processes unstructured company data -- job postings, news, web signals -- to surface buying indicators so reps spend time on accounts showing real ...
Read more about CloseFactorCloseFactor offers custom pricing plan

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What is Unify?
Unify is an outbound sales intelligence and engagement platform for B2B sales teams focused on warm outbound -- reaching prospects who have already shown some signal of interest. It automates the full workflow from identifying target personas to executing personalized multi-channel outreach at ...
Read more about UnifyUnify offers custom pricing plan

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What is Periodix?
Periodix is an AI-driven LinkedIn outreach tool for sales reps and recruiters who run most of their prospecting through LinkedIn conversations. It automates lead generation, objection handling, follow-up sequences, and meeting booking directly within LinkedIn, reducing the manual back-and-forth ...
Read more about PeriodixPeriodix offers custom pricing plan

Microsoft Copilot for Sales
Streamline your sales process with intelligent AI support.
Best for: SMB teams · Mid-market · Enterprise
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What is Microsoft Copilot for Sales?
Microsoft Copilot for Sales is an AI sales assistant designed to enhance seller efficiency by integrating sales insights into daily collaboration and productivity tools like Outlook, Teams, and Word. It brings together features of Copilot for Microsoft 365 with seller-specific insights and ...
Read more about Microsoft Copilot for Sales
Cloze
Managing professional relationships made effortless.
Best for: SMB teams · Mid-market · Enterprise
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What is Cloze?
Cloze is an AI assistant for professional relationships. It pulls from apps to automatically create a unified view of every person and company, including all contact details, emails, phone calls, meetings, notes on Evernote, documents, and interactions on LinkedIn, Facebook, and Twitter. It ...
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Zoho Zia
Boost sales productivity with AI-powered assistance.
Best for: SMB teams · Mid-market · Enterprise
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What is Zoho Zia?
Zia, an AI-powered assistant, comes with Zoho CRM to help you make smarter sales decisions, take over tasks for you, and make your job easier. Zia analyzes the data entered by each sales rep along with the tasks they complete every day to understand their sales activities in depth. She then ...
Read more about Zoho Zia
Dialpad Ai Sales Center
Revolutionize global collaboration with AI-powered customer intelligence.
Best for: SMB teams · Mid-market · Enterprise
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What is Dialpad Ai Sales Center?
Dialpad Ai Sales Center is a cloud-based phone and coaching platform for inside sales teams and sales managers running high-volume outbound and inbound call operations. It transcribes calls in real time, surfaces coaching prompts during live conversations, and tracks playbook adherence -- ...
Read more about Dialpad Ai Sales CenterRelated to AI Sales Assistant Software
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Frequently Asked Questions About AI Sales Assistant Software
Stuck on something? We're here to help with all the questions and answers in one place.
The most important AI Sales Assistant Software features to evaluate are Purchasing, Contact Management, Project Management, Marketing Automation, Customer Support, List Management. Most buyers prioritize ease of use, reporting, and integration capabilities when choosing a solution. Look for tools that cover your core workflow before comparing advanced features.
AI Sales Assistant Software pricing varies widely — from free plans to enterprise contracts. 15 products on Spotsaas offer a free plan or trial, including OpTonal, Scout, Crono AI. Paid plans typically start around $10–$50/month per user. Check individual product pages for current pricing.
The top rated AI Sales Assistant Software based on verified user reviews and SpotScore are B2B Rocket, LevelJump, ACTO. These tools consistently score highest on ease of use, feature depth, and customer support quality. Ratings are updated monthly based on real buyer feedback.
To choose the right AI Sales Assistant Software, start by listing your must-have features — commonly Purchasing, Contact Management, Project Management, Marketing Automation, Customer Support, List Management. Then filter by team size, budget, and integrations you already use. Compare at least 3 options and use free trials to test before committing. Spotsaas lets you compare side-by-side in minutes.
Yes — 15 AI Sales Assistant Software on Spotsaas offer a free plan or free trial. Popular free options include OpTonal, Scout, Crono AI. Free plans typically cover core features for small teams; paid upgrades unlock advanced reporting, integrations, and support.
The best AI Sales Assistant Software for small businesses are affordable, quick to set up, and scale without complexity. Top picks for small teams are Tym, Woobot, OpTonal. Look for tools with per-user pricing, no long-term contracts, and strong onboarding support to minimize ramp-up time.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].





