We Tested The 7 Best AI Sales Assistant Software – Here’s Everything Worth Knowing

Ever since the outburst of AI sales tools for small businesses all over the internet, artificial intelligence has become more like that ‘cool kid on the block’ that everyone wants to hang out with.

But then again, it’s not every platform’s cup of tea – especially when, as a business owner, you’re not aware of how to embrace ai powered sales assistant(s), which ai sales tools to pick, and how to actually use one of them.

It’s a bit of stretch to be honest.

On top of that, IBM experts recently stated that 42% of worldwide companies are already using different types of ai sales assistant software, or ai sales tools in one form or another.

As time goes by, the overall use percentage is increasing – day in; day out.

This is all the more reason to dig into some of the best ai sales assistant software & tools in this post. We’ll highlight the most suitable tools for B2B and B2C businesses, their use cases, and how you can double your profit margin alongside business scalability.

So, let's get started.

7 Best AI Sales Assistant Software That You Need To Try Right Now!

If you’re in a business that’s more oriented towards sales and services, you could get by with a handful of ai powered sales assistant programs to leverage a couple of things. These could be any of the following aspects of your business outreach:

• Efficiency Boost: You are looking to increase the overall efficiency of your staff with the help of ai programs, freeing up sales reps to focus on high-value tasks like closing deals.
• Real-Time Insights: Your business requires a better grasp of things in terms of analytics, reports, and visibility to make better macro-level decisions. 
• Lead Scoring: You need a stable system for prioritizing leads based on their likelihood to convert. In this context, a robust ai sales assistance software will ensure that sales efforts are focused on high-potential prospects.
• Personalized Outreach: Of course, no two leads are the same these days. There’s always a silver lining. You are on the lookout for a powerful solution that offers personalization in terms of outbound lead generation – cutting out generic approaches, and increasing the probability of higher conversion rates.

To help you navigate the crowded AI tools market, let’s double down on a bunch of different options concerning ai sales assistant solutions. 

1. Trellus.AI: Best CRM integrated solution for outbound lead generation, cold calling, and real-time ai coaching to 3x conversions. Also enhances your SDRs’ conversational skills and offers AIO features.
2. Streak: Seamless CRM and email automation integrated with Gmail.
3. Buzz: Real-time analytics to enhance call performance.
4. Conversica: Automates conversations via email and SMS for lead nurturing.
5. Gong: Call recording and transcription for actionable sales insights.
6. Crystal: AIO solution for personalized outreach campaigns.
7. Orum - AI-assisted dialing and lead qualification for unparalleled efficiency.

1. Trellus: Overall No.1 AI Sales Assistant Tool For Cold Callers, B2B Platforms & Everything Else!

Let’s kick off with Trellus.

It’s one of the best free AI sales assistant software for multi-sized businesses.

Alongside a high affordability margin, Trellus’s offering lies in its ability to help businesses coach their sales teams through an integrated solution.

The program does so via a two-prong approach:

1. Trellus is installed through a lightweight Google Chrome extension as a sales cold calling software. The one-click solution is then integrated automatically into your existing CRM, such as SalesLoft, HubSpot, Apollo, or OpenPhone.

Integrating this software into your existing CRM ensures that you don’t have to switch over to other tabs or tools to make blazing-fast calls on auto-dial.

Essentially, it also means that your team’s entire workflow can continue to process without having them switch over to multiple tabs. As a result, they’re looking at their very own personal hands-free power dialer, ensuring back-to-back calls are uninterrupted, auto-dialed and conversions are 3 times more than usual.

2. Conversational intelligence is part of the AIO solutions that Trellus comes with.

In terms of the ‘ai sales assistant’ aspect, reps have access to real-time coaching during calls, and post-call analytics, via a detailed diagnostic report that suggests where the caller’s conversational skills could have been better, subtle counterarguments/ responses to turn the conversation into your business’s favor - potentially netting an increased probability for conversions and vice versa.

Your team also gets access to the Pre-Call Research Panel which shows any prior information about the business, prospect details, and much more. It simply shows that the program’s combination of machine learning and R&D enables improved performance, efficiency, awareness, etc.

On top of everything else, Trellus offers full visibility into your team’s performance for 6x improvement. 

Managers can access analytics & reports, review past call transcripts, go through any sales rep’s AI call summaries & notes, etc. This is to ensure that there are no near misses, the next time anyone is dialed in to convert leads.

Get full visibility into your team's performance

Identify your team's areas of improvement 6x faster than you would with traditional analytics and dispositions

Key Features

• Real-time call coaching assistance – Our M.L.-based AI system coaches sales reps in real-time to enable better conversions, improved conversational skills, and overall efficiency
• Perform all your admin work through Trellus’s auto dispositions, call notes, and more
• Stay hands-free with auto-logging for a seamless calling experience
• Real-time call transcripts
• Post-call automatic AI summaries/emails and detailed diagnostic data
• Automated single-line dialing (converts your existing dialer into an automated dialer with Trellus).

To sum it up, Trellus’s overall goal is to offer an all-in-one ai co-pilot that integrates into different CRMs and helps businesses move things forward in terms of cold calling, acquiring prospects, improving prospect-related workflows, and various other automations.

Pricing

Trellus offers flat pricing plans to maintain a high affordability factor for businesses.

• Free Forever: Starting at $0 per user/ per month with access to real time transcription, basic AI coaching, analytics, auto dialer access (*30 dials per week), call summaries and more.
• Power: Starting at $39.99 per user/ per month and gives access to all the basic + advanced features such as; unlimited single line dialing, VM drops on select platforms, access to call transcripts, and much more.
• Business: Contact our sales team for more details.

2. Streak

Streak stands out as an integral part of the modern B2B sales toolkit, largely due to its seamless integration with Gmail. 

It not only simplifies the sales process but also strengthens your team's collaboration. 

Embedded directly into your inbox, Streak effortlessly turns Gmail into a light-weight CRM system, providing an all-encompassing view of your sales pipeline right where you manage your emails.

Key Features

Integration with Gmail

Streak’s strength lies in its powerful integration with Gmail, ensuring that every interaction is smoothly synchronized. Whether you're sending emails or managing your contacts, everything’s aligned perfectly:

• Single-Click Installation: You can install the tool directly from the Chrome Web Store, making it immediately accessible.
• Inbox as CRM: Your emails are automatically organized into pipelines, which are customizable to fit your sales process. You can add stages such as "cold outreach," "follow-up," or "closed deal" to track progress at every step.

Automated Email Sequences

Here’s how it works:

• Templates and Snippets: Create and save email templates for various stages of the outreach process. This saves time and ensures consistency.
• Auto-Follow Ups: If a prospect does not respond within a specified timeframe, Streak can automatically send follow-up emails. This continuous engagement helps in keeping the conversation going and increases the chances of conversion.
• Mail Merge: Personalize bulk emails without the repeated manual effort. Custom fields can be inserted into your templates to maintain personalization even at scale.

CRM Related Features

The ai sales tools’ CRM capabilities ensure that you can manage your entire sales process without leaving your inbox:

• Pipeline Management: Customize pipelines to your sales workflow, adding stages and transitions to accurately reflect your process.
• Activity Feed: Keep track of every interaction in your sales process through the activity feed, which provides a real-time log of emails, calls, and meetings.
• Collaboration: Share pipelines, emails, notes, and call logs with your team. Assign tasks and set reminders to keep everyone on the same page.
• Analytics: Monitor performance metrics to understand how prospects are moving through the sales funnel. Identify bottlenecks and optimize your approach.

Pricing

• Streak Pro: Starts at $59 per user/ per month and comes with basic mail merge, CRM integration and shared pipeline features.
• Streak Pro +: Starting at $89 per user/ per month alongside access to advanced reports, automations, AI co pilot etc.
• Enterprise: Contact the company’s sales team for more details.

3. Buzz.Ai

Up next on our list of the best ai sales tools, we’ve got Buzz. 

This AI powered sales assistant brings the cutting edge of real-time data analysis to your cold calling efforts. 

One of its standout features is live call analytics, which provides immediate feedback on each call. 

This isn't just about call duration or frequency; Buzz delves deeper by analyzing the sentiment of your conversations. Using AI, it picks up on the tone, positivity, negativity, and even specific keywords, giving you a nuanced understanding of a call's effectiveness.

Are they interested, indifferent, or even annoyed? 

Key Features

• Social Outreach for automated social activities to connect with potential leads.
• Integrated email solutions to test A/B strategies, synchronized multi-channel campaigns and more.
• Manage your sales pipeline after integrating Buzz into your CRM. The 2-way sync helps to manage leads at different stages easily.
• Real time data enrichment for accurate leads related data. Buzz maintains its own database as well to enable multi channel outreach for streamlined approach to leads acquisition.

That being said, this tool is relatively expensive and might not be the best fit for your company. Take a look at the pricing structure to decide for yourself.

Pricing

• Growth: Starts at $129 per month and offers 500 Buzz credits, ai features, auto commenting, limit of 250 emails per day and vice versa.
• Scale: Starting at $199 per month with access to 1000 Buzz credits, dialer + SMS, 2,000 calling minutes and advanced features. 
• Unlimited: Starting at $299 per month with access to Growth, Scale and all the other advanced features and functionalities. 

4. Conversica

For B2B sales teams striving to maximize their cold calling effectiveness, Conversica is a game-changer. 

This ai powered sales assistant brings unhinged and unparalleled automation to your email and SMS conversations, ensuring no lead is left unattended. 

One of the standout capabilities of Conversica is its ability to automate email and SMS conversations. As a result, it enables sales teams to engage leads effectively without being manually involved in every interaction. 

The tool crafts personalized messages and follows up with leads at optimal times, making sure the communication stays relevant and engaging. 

Key Features

• Leverage AI at every step of the process to deliver human-like conversational engagement to every lead, prospect and customer.
• Take advantage of their built-in AI and conversational design expertise to get up and running in hours and prove your ROI in weeks
• Use insights from existing investments to improve personalization and customer experiences across the lifecycle.

Pricing

• Contact their official sales team for more information.

5. Gong

Also known as Gong.io, the program stands out as a robust AI sales tool for B2B cold calling. 

The core of Gong's functionality lies in its AI-powered call recording and transcription capabilities. 

Once a call is made, the software immediately records and transcribes the conversation, allowing sales teams to access exact details. This functionality eliminates the need for manual note-taking and ensures that no critical information is lost. 

The program’s embedded AI technology not only transcribes the speech but also captures nuances such as tone and pace, making it easier to understand the overall sentiment of the calls.

Key Features

• Gives managers the power to coach their teams like never before. With AI analyzing every buyer-seller interaction, you can quickly spot behaviors that drive deals or signal risks.
• Drives personalized outreach based on real-time interactions, allowing your sales team to build stronger relationships and close more deals, faster.
• With its vast dataset of buyer-seller interactions and 40+ AI models, this ai sales tool surfaces the insights you need to mitigate risks, scale successful strategies, and improve pipeline visibility

Pricing

• Gong offers pricing plans based on your current team’s size. Therefore you’re going to have to get in touch with their sales team for more details.

6. Crystal

As the best ai sales assistant software go, Crystal, or Crystal Knows, offers an innovative solution for personalized outreach.

The platform does so by providing personality insights based on data from various sources. 

It uses these insights to create tailored communication strategies for each prospect, enabling sales teams to build instant rapport and improve response rates.

Crystal's AI assesses a prospect's communication style by analyzing data from sources such as their social media profiles, public interactions, and written content. 

Another noteworthy feature of this ai virtual assistant software is its seamless integration with LinkedIn and other social media platforms. 

The integration allows sales reps to pull data from a prospect's professional and social media interactions. It helps to conduct prior surface level research so that sales teams have a better understanding of the prospects’ requirements vs. whatever your company is looking to offer as part of the solutions stack.

Key Features

• Gain a deeper understanding of your contact base through bulk personality insights.
• Understand which personality types are best suited for the roles your team is hiring for.
• Craft cheat sheets for every conversation and approach every meeting with complete confidence.
• Start every meeting with knowing the communication style that is most natural with your meeting participants.

Pricing

• Free: Starting at $0 with access to all the basic features such as 5 assessments, 5 profile credits, virtual meetings, LinkedIn integration etc.
• Premium: Starting at $49 (*when billed annually), and offers access to advanced features.
• Business and Enrichment Plans: Price details are only available on contact.

7. Orum

Last, but definitely, not least, Orum is part of a larger eco-system, as the program’s core features overlook a multitude of stuff that sales teams usually require.

Orum happens to be outstanding with the kind of features that help customize and optimize cold calling processes.

At its core, the tool has an AI-driven dialing system that increases sales teams' ability to reach potential leads by leaps and bounds.

Using its advanced algorithms, Orum automates the dialing process, whereby sales representatives are involved more with talking to prospects rather than manually dialing numbers.

Key Features

• Automated Dialing: Orum's automated dialing system reduces the time that has to be spent manually dialing down to an absolute minimum and ensures that outreach time is utilized most effectively as possible.
• Intelligent Lead Routing: According to the predetermined criteria set out, calls will be forwarded to the right sales representative with the use of AI, and have every lead worked by the best-fitting agent.
• Call Recording and Transcription: Built-in call recording and transcription will fill up all the data banks for every sales coach in the post-call analysis.

Pricing

• Orum Launch: Starting at $325 per user/ per month. The package includes unlimited calls, boost connects, Caller ID reputation monitoring on your end, call history, analytics, and much more.
• Orum Ascend: Custom plan for businesses seeking enterprise solutions.

Free and Paid AI Sales Assistants Online by Use Case

AI sales assistants have evolved to address distinct sales processes, with specialized tools emerging for different stages of the sales pipeline. 

For lead discovery, AI assistants analyze market data and online behavior patterns to identify promising prospects, while automatically enriching contact databases with relevant information.

In different types of outreach scenarios, these tools excel at personalizing communication at scale. 

They craft customized messages by analyzing client histories and previous interactions, ensuring each touchpoint feels authentic rather than automated. Some assistants specialize in email warmups, gradually building the sender's reputation to improve deliverability rates.

For ongoing client management, AI assistants monitor conversation opportunities and automate routine client updates. Trellis, as we already mentioned a few times is an example of such sales assistant tools online that uses such technology to boost a rep’s conversational skills, and ultimately result in better conversion

Coming back to tools, they can trigger push notifications when specific criteria for success are met, such as when a prospect shows heightened engagement signals.

Machine learning capabilities enable these assistants to continuously improve agent performance by analyzing successful sales interactions. They can identify effective communication patterns and replicate winning strategies across the sales team.

Automation with AI Sales Assistants

AI sales assistants are transforming sales operations through smart automation, leveraging advanced technologies to streamline routine tasks and enhance decision-making processes. 

Through natural language processing and conversational AI, these systems can handle initial customer interactions, qualify leads, and route prospects to appropriate sales team members without human intervention.

Sales process automation extends beyond basic task automation, incorporating predictive analytics and AI-powered analytics to forecast sales outcomes and identify optimization opportunities. 

As mentioned earlier, machine learning capabilities enable these systems to continuously refine their understanding of successful sales patterns, automatically adjusting pipeline management strategies based on historical performance data.

Circling back, the lead qualification process has been particularly enhanced through automation, with AI assistants evaluating prospects against multiple criteria simultaneously. These systems can automatically score leads, schedule follow-ups, and trigger appropriate nurture campaigns based on prospect behavior and engagement levels.

Choosing the Right AI Sales Assistant

Selecting an appropriate AI sales assistant requires careful evaluation of both immediate needs and long-term growth requirements. Solution scalability stands as a primary consideration, ensuring the chosen platform can grow alongside your business without requiring significant systemic changes.

When assessing options, the feature to cost balance becomes crucial. While comprehensive solutions may offer extensive capabilities, they might include unnecessary features that inflate costs. Key functionalities like meeting performance scoring and AI virtual receptionist features should align with existing sales workflows.

Also in terms of integration compatibility with existing tools and systems, any tool that you are considering signing up for should offer some sort of flexibility integrations-wise.

Evaluation of AI Sales Assistant Software

A comprehensive evaluation of AI sales assistant software begins with examining its core functionality in automating routine sales tasks. 

The assessment should analyze how effectively the system handles lead research and qualification, measuring both accuracy and time savings compared to manual processes. Pipeline inspection capabilities form a crucial evaluation criterion, as they directly impact sales forecasting and resource allocation.

Critical evaluation areas include:

• The coaching interface must provide actionable insights and real-time guidance during sales conversations while offering clear sales performance analysis that helps representatives improve their techniques and outcomes
• A/B campaign testing functionality should enable detailed comparison of different outreach strategies, particularly focusing on how AI-generated replies perform against traditional approaches in cold outreach scenarios
• Meeting scheduling capabilities need to demonstrate both automation efficiency and smart conflict resolution, reducing the administrative burden on sales teams
• Sentiment analysis represents another vital evaluation component, measuring how accurately the software can interpret prospect engagement and emotional responses. This capability directly influences the system's ability to suggest appropriate follow-up actions and timing.

The workflow analysis should examine:

• Integration capabilities with existing sales tools and CRM systems
• Flexibility in handling content-related variables across different sales contexts
• Ability to maintain communication consistency while allowing for personalization

Success metrics should ultimately reflect both quantitative improvements in sales outcomes and qualitative enhancements to the sales process, ensuring the selected solution delivers tangible value to the organization.

Features of AI Sales Assistant Software

These features lean more on the general side of things that you should be looking for. 

Going into specifics related to a particular feature is all about you recognizing your business requirements, and the type of features an ai sales assistant tool online can deliver against those requirements.

Modern AI sales assistant software combines sophisticated analytics with intuitive user interfaces to deliver comprehensive sales support.

At its core, real-time data analytics enables sales teams to make informed decisions by providing instant access to crucial performance metrics and customer insights.

Essential AI-powered features include:

• Conversational intelligence that analyzes customer interactions, identifying patterns and providing actionable insights to improve engagement strategies and outcomes
• AI-guided deal forecasting capabilities that leverage historical data and current pipeline metrics to predict closing probabilities and potential revenue with increasing accuracy
• Lead intelligence systems that automatically gather, analyze, and prioritize prospect information, helping sales teams focus their efforts on the most promising opportunities

CRM integration, as we talked about earlier, serves as the foundation for effective sales automation, enabling seamless data flow between systems while maintaining data integrity.

Pipeline & deal management features provide visual representations of sales progress, allowing teams to identify bottlenecks and optimize resource allocation.

Advanced capabilities encompass:

• Sales coaching software that delivers personalized feedback based on individual performance metrics and conversation analysis
• Automated sales workflows that streamline routine tasks while maintaining the flexibility to accommodate unique customer situations
• Sales engagement tools that track and optimize customer interactions across multiple channels

Conversational AI enhances customer interactions by providing intelligent responses and suggestions, while predictive insights help sales teams anticipate customer needs and potential challenges before they arise. 

These features work in concert to create a comprehensive sales enablement platform that drives efficiency and results.

General AI Tools for Sales Teams

The landscape of AI tools for sales teams extends far beyond traditional sales assistants, encompassing a diverse ecosystem of intelligent solutions that enhance various aspects of the sales process. 

Generative AI has emerged as a transformative force, powering everything from content creation to strategic planning.

Core AI-powered solutions include:

• Revenue intelligence platforms that analyze customer interactions, market trends, and internal data to provide comprehensive insights into revenue opportunities and potential risks
• Sales intelligence tools that automate account research, providing detailed company profiles, decision-maker information, and competitive intelligence while continuously updating this information in real-time
• Role-play simulations powered by AI enable sales representatives to practice challenging scenarios and receive immediate feedback on their performance and communication style

Advanced features revolutionizing sales operations include:

• Guided selling features that provide real-time recommendations during customer interactions, suggesting optimal next steps and relevant content based on historical success patterns
• Predictive analytics tools that forecast deal outcomes, identify at-risk accounts and suggest proactive measures to improve win rates
• AI bots that handle initial customer inquiries qualify leads, and route conversations to appropriate team members based on expertise and availability

The combination of these AI tools creates a comprehensive support system that enhances human capabilities rather than replacing them, allowing sales teams to focus on relationship building and complex decision-making.

Impact of AI on Different Ongoing Sales Processes

AI has fundamentally transformed traditional sales operations, introducing unprecedented levels of automation and intelligence into every stage of the sales process. 

The integration of AI sales assistants has revolutionized how teams interact with prospects and manage their daily workflows, creating more efficient and data-driven approaches to sales.

Key transformative technologies include:

• AI chatbots that provide 24/7 customer engagement, qualifying leads, and handling initial inquiries with increasing sophistication and natural language capabilities
• AI meeting assistants that not only schedule and manage appointments but also provide AI-powered meeting performance scoring, offering objective feedback on presentation quality and engagement levels
• AI writing generators that create personalized sales communications at scale, maintaining consistent messaging while adapting to individual prospect characteristics

The emergence of specialized tools has enhanced specific aspects of sales processes:

• AI video generators that create customized product demonstrations and sales presentations, reducing the time spent on content creation while maintaining high quality standards
• AI-powered virtual receptionists that manage initial customer contact points, providing a professional first impression while efficiently routing inquiries to appropriate team members
• Intelligent topic detection systems that analyze conversations in real-time, identifying key discussion points and ensuring important details aren't missed

Go On a Trialing Spree Today!

In the end, it’s all about finding the perfect ai sales assistant software that matches your business requirements. 

For that to happen, you need to evaluate the program before signing up for a paid plan. The best way of doing so is to sign up for a free account and run things on trial mode for a while. If the juice is worth squeezing, feel free to upgrade to a paid solution and take things forward from there.

Other than that, let us know if your favorite ai sales tools aren’t listed on this listicle. We’d be more than happy to make the addition for you.