Find 16 Best AI Sales Assistant Software with Sales Pipeline Management in July 2026

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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.

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 ...

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 ...

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 ...

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 ...

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 ...

What is Sailes?

Sailes is an AI-powered sales automation platform for B2B sales reps and SDRs who spend too much time on prospecting tasks. It autonomously handles research and outreach so reps can redirect their time toward calls, demos, and relationship-building with warm prospects.

What is Veloxy?

Veloxy is a powerful AI Sales Assistant Software, ideal for sales enablement leaders. It's designed to display sales data on a single screen, to help sales reps act quickly and accurately. Veloxy Mobile adds an extra layer of intelligence, giving sales reps the information they need, when and ...