# Best AI Sales Assistant Software - 2026 Reviews & Pricing

> Find the best AI Sales Assistant Software for your organization. Compare top AI Sales Assistant Software systems with customer reviews, pricing, and free demos.

Source: https://www.softwareadvice.com/ai-sales-assistant/

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AI Sales Assistant Software

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# Best AI Sales Assistant Software of 2026

Updated July 21, 2026

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1.  Popular Comparisons
2.  Related Software

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### Compare Products

Showing 1 - 25 of 200 products

#### Company Size

-   Self-Employed
    
-   2-10
    
-   11-50
    
-   51-200
    
-   201-500
    
-   501-1000
    
-   1000+
    

#### Pricing Options

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**Sponsored**: Sorts listings by software vendors running active bidding campaigns, from the highest to lowest bid. Vendors who have paid for placement have a ‘Visit Website’ button, whereas unpaid vendors have a ‘Learn More’ button.  
  
**Reviews**: Sorts listings by the number of user reviews we have published, greatest to least.  
  
**Average Rating**: Sorts listings by overall star rating based on user reviews, highest to lowest.  
  
**Alphabetically (A-Z)**: Sorts listings by product name from A to Z.

### Product: HubSpot Sales Hub

4.54

[(502)](https://www.softwareadvice.com/crm/hubspot-sales-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Supercharge your sales process with Sales Hub, a powerful and easy-to-use sales CRM that includes sales engagement tools, configure-price-quote (CPQ) functionality, and robust sales analytics and reporting for growing teams. Optimize your sales process with HubSpot CRM. Achieve total visibility with sales analytics and reporting. Streamline your outreach with sales engagement tools. Close more deals faster with configure-price-quote (CPQ) functionality. Sales Hub is built on the HubSpot Growth Platform, where you can bring your customer data, tools, and teams together in one central system of record. You can connect the tools you use with Sales Hub with over 500 apps in the HubSpot App Marketplace, APIs, and solutions partners. Sales Hub is made for growing teams and offers four editions to help those looking to get started or who are growing rapidly. Get started with Sales Hub Free, Sales Hub Starter, Sales Hub Professional, or Sales Hub Enterprise. You shouldn’t have to outgrow your CRM -- HubSpot has got you covered every step of the way.... [Read more](https://www.softwareadvice.com/crm/hubspot-sales-profile/)

### What users love

-   Comprehensive sales process tracking
-   Responsive and helpful support team
-   User-friendly and accessible platform

### To take in mind

-   Clunky and complex navigation
-   Expensive for growing teams

### Best rated features:

Conversation Intelligence

5.0

Automatic Call Distribution

5.0

Mobile App

5.0

Sales Reports

5.0

### Worst rated features:

Channel Management

3.0

Field Sales Management

3.0

Real-Time Reporting

3.5

Document Management

3.6

[See all features](https://www.softwareadvice.com/crm/hubspot-sales-profile/#key-features)

### Free

$0.00

### Starter

$15.00/month

### Professional

$90.00/month

[See full pricing details](https://www.softwareadvice.com/crm/hubspot-sales-profile/#pricing-and-plans)

### Product: Dialpad Ai Contact Center

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Dialpad Ai Contact Center provides a cloud-based call center with access to real-time customer insights. Key features include real-time call transcription, multi-channel engagement and live agent coaching, among others. Dialpad Ai Contact Center enables businesses to analyze customers' sentiments and monitor calls according to requirements. The solution offers integrations with Zendesk, Salesforce and more.... [Read more](https://www.softwareadvice.com/call-center/dialpad-contact-center-profile/)

### Product: Fathom

4.96

[(809)](https://www.softwareadvice.com/product/423207-Fathom/reviews/)

Best for:Call Recording

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Fathom serves as an AI meeting assistant, capturing, transcribing, and summarizing meetings. The application allows users to concentrate on the discussions rather than note-taking.

### Best rated features:

Predictive Analytics

5.0

Code-free Development

5.0

API

5.0

Search/Filter

5.0

[See all features](https://www.softwareadvice.com/product/423207-Fathom/#key-features)

### Free

$0.00/month

High quality meeting notes. Free forever.

### Premium

$16.00/month

Powerful AI meeting tools for individuals

### Team

$15.00/month

Collaboration for teams or early-stage companies. For 2+ users.

[See full pricing details](https://www.softwareadvice.com/product/423207-Fathom/#pricing-and-plans)

### Product: CaptivateIQ

[CaptivateIQ](https://www.softwareadvice.com/sales-performance-management/captivateiq-profile/)

4.82

[(874)](https://www.softwareadvice.com/sales-performance-management/captivateiq-profile/reviews/)

Best for:Commission Calculator

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

CaptivateIQ is a platform designed for managing sales commissions and planning incentive compensation workflows. It is used by professionals in compensation, finance, accounting, sales operations, and revenue management across industries such as financial services, manufacturing, media and entertainment, medical devices, retail, wholesale, and technology. The platform includes a no-code calculation engine called SmartGrid, which allows users to model complex commission plans and automate calculations without requiring technical expertise. It offers territory management features to assign accounts and optimize opportunities for sales representatives. An AI-based tool, Assist, provides natural language query support to troubleshoot formulas and refine plans. Predictive modeling capabilities use machine learning to forecast outcomes, score accounts, and detect payout anomalies based on historical data. CaptivateIQ provides real-time visibility into earnings and performance through dashboards and reporting tools that track trends and support decision-making. It supports various commission structures, including tiers, accelerators, bonuses, SPIFs, and draw structures, while ensuring traceability from source data to payout. The platform includes enterprise-grade security features such as SOC 1, SOC 2, and SOX compliance, encryption for data at rest and in transit, and role-based access permissions to safeguard sensitive information.... [Read more](https://www.softwareadvice.com/sales-performance-management/captivateiq-profile/)

### Best rated features:

Contract Drafting

5.0

Commission Calculator

4.8

Commission Statements

4.6

Tiered Commissions

4.6

### Worst rated features:

Approval Process Control

3.0

Access Controls/Permissions

3.0

[See all features](https://www.softwareadvice.com/sales-performance-management/captivateiq-profile/#key-features)

### Product: Writecream

[Writecream](https://www.softwareadvice.com/marketing/writecream-profile/)

4.79

[(346)](https://www.softwareadvice.com/marketing/writecream-profile/reviews/)

Best for:Content Management

### Pricing availability

Free trial: Not available

Free version: Available

Software Advice Summary

Whether you are a wannabe writer or a professional one, Writecream can help you save hours by using AI to generate any form of written content in minutes. What's more - you can also use Writecream to create voiceovers, podcasts, and artwork. Here are the main features of the app: - AI will automatically write content for you that is unique and free of plagiarism - Generate intro/opening paragraphs, conclusion/ending paragraphs and outline (outline is a list of sections and sub-sections in an article/book) - Automatically generate written content for all sections and sub-sections - Put together all the generated outputs to complete your book/article/script. - Skip writer's block with automated content ideas for scripts, blog articles, and more. - Useful copywriting tools to paraphrase, summarize and rewrite content - Expand on existing piece of written content - Create custom A.I tools for your own use case - Step by step tutorials available for all use cases, including creative writing, novel writing, book writing, screen writing, script writing and more - Useful for writers, authors, freelancers, SEO copywriters, marketing agencies, startups and enterprises - 45+ other tools to generate social media content, voice-overs, emails and ad copies - Generate written content in over 75 languages Writecream is available online, which means it can be used from any device including Mac, PC, Android, iPhone, iPad, Chromebook.... [Read more](https://www.softwareadvice.com/marketing/writecream-profile/)

### Best rated features:

Content Management

4.8

SEO Management

4.7

AI/Machine Learning

4.7

Multi-Channel Campaigns

4.6

[See all features](https://www.softwareadvice.com/marketing/writecream-profile/#key-features)

### Product: Zoom Workplace

[Zoom Workplace](https://www.softwareadvice.com/product/101384-Zoom-Video-Conferencing/)

4.64

[(14634)](https://www.softwareadvice.com/product/101384-Zoom-Video-Conferencing/reviews/)

Best for:Enterprise businesses

### Pricing availability

Free trial: Not available

Free version: Available

Software Advice Summary

Zoom Workplace brings communication, employee engagement, spaces, and productivity solutions together on a single platform with Zoom AI Companion capabilities woven throughout. Streamline communications with tools that work together effortlessly through solutions like Meetings, Team Chat, Phone, Mail & Calendar, and Scheduler. Elevate a chat to a meeting or phone call to get to a resolution faster. Improve productivity with products that are built for modern work through solutions like Whiteboard, Clips, Notes, Surveys, and Docs. Optimize office experiences and hybrid work collaboration with flexible workspace solutions like Rooms, Workspace Reservation, Visitor Management, and Digital Signage. Whether you’re reserving your desk with Workspace Reservation, preparing for a client visit with Visitor Management, or finding your workstation with our wayfinding feature, you can do it all from the Workspaces tab. Reimagine how your teams work with Zoom Workplace. Streamline communications, improve productivity, optimize in-person time, and increase employee engagement, all with Zoom Workplace. Fueled by AI Companion, included at no additional cost.... [Read more](https://www.softwareadvice.com/product/101384-Zoom-Video-Conferencing/)

### What users love

-   Flexible meeting management tools
-   User-friendly and intuitive interface
-   Reliable video collaboration platform

### To take in mind

-   Limited free plan and costly upgrades
-   Occasional video and audio glitches
-   Dependent on strong connectivity

### Best rated features:

Call Recording

5.0

Productivity Tools

5.0

Activity/News Feed

5.0

Moderation

5.0

[See all features](https://www.softwareadvice.com/product/101384-Zoom-Video-Conferencing/#key-features)

### Product: Veloxy

[Veloxy](https://www.softwareadvice.com/crm/veloxy-profile/)

4.85

[(216)](https://www.softwareadvice.com/crm/veloxy-profile/reviews/)

Best for:Value for money

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Veloxy is a sales enablement solution that helps businesses using Salesforce CRM track potential leads, schedule and send emails to customers in bulk and share product information with prospective clients in real-time. The artificial intelligence (AI)-enabled platform lets teams streamline the sales pipeline, automatically log sales activities and add prospects using geolocation. Sales representatives can use the application to extract data from Salesforce, email, calendars and other sources and gain actionable insights for upcoming meetings, tasks and business opportunities. Veloxy allows teams to view leads, clients and customer details on maps and receive alerts via location-based prospecting functionality. Veloxy comes with an application programming interface (API), which facilitates integration with several third-party platforms such as Gmail, Microsoft Exchange Server, Office365, Microsoft Outlook and more. Pricing is available on monthly or annual subscriptions and support is extended via phone, email, documentation and video tutorials.... [Read more](https://www.softwareadvice.com/crm/veloxy-profile/)

### Best rated features:

CRM

1.0

Sales Pipeline Management

1.0

Customer Database

1.0

Email Management

1.0

### Worst rated features:

Client Management

1.0

Data Import/Export

1.0

Reporting/Analytics

1.0

Lead Management

1.0

[See all features](https://www.softwareadvice.com/crm/veloxy-profile/#key-features)

### Basic

$25.00/month

[See full pricing details](https://www.softwareadvice.com/crm/veloxy-profile/#pricing-and-plans)

### Product: monday CRM

[monday CRM](https://www.softwareadvice.com/marketing/monday-crm-profile/)

4.69

[(463)](https://www.softwareadvice.com/marketing/monday-crm-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

monday CRM is a sales platform that helps businesses streamline sales cycle. The platform caters to a range of industries, such as real estate, software and IT services, media and communications, manufacturing, financial services, consumer goods, and healthcare services. The platform offers advanced AI capabilities to boost sales team productivity. It can automatically generate tasks, compose and rephrase emails, create content, and build complex formulas without the need for development help. The platform is also highly customizable, allowing users to tailor the sales pipeline to the unique workflow by editing deal stages, adding columns, and managing multiple pipelines simultaneously. monday CRM provides one-click automations for repetitive sales tasks, such as lead assignment, setting reminders, and email tracking. The platform also integrates with various business tools, bringing essential data and processes into one centralized platform. Additionally, the mobile app enables users to manage the sales pipeline on-the-go, with features, including logging calls, checking reports, and adding new activities.... [Read more](https://www.softwareadvice.com/marketing/monday-crm-profile/)

### What users love

-   User-friendly and intuitive interface
-   Highly customizable workflow management
-   Efficient client relationship tracking

### To take in mind

-   Expensive for small teams

### Best rated features:

Opportunity Management

5.0

Lead Scoring

5.0

Prioritization

5.0

Project Management

5.0

### Worst rated features:

Dashboard

2.0

Meeting Management

3.0

Campaign Management

3.0

Data Security

3.5

[See all features](https://www.softwareadvice.com/marketing/monday-crm-profile/#key-features)

### Basic

$12.00/month

### Standard

$17.00/month

### Pro

$28.00/month

[See full pricing details](https://www.softwareadvice.com/marketing/monday-crm-profile/#pricing-and-plans)

### Product: Squaretalk

[Squaretalk](https://www.softwareadvice.com/call-center/innitel-predictive-dialer-profile/)

4.85

[(107)](https://www.softwareadvice.com/call-center/innitel-predictive-dialer-profile/reviews/)

Best for:Ease of use

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Squaretalk is a cost-effective, scalable, and simple-to-use cloud communications platform that gives your sales and support teams the tools to boost efficiency and productivity. You can work effectively from any location and reach customers on their preferred channels - voice, WhatsApp Business messaging, SMS, and email. You can swiftly develop and maintain a global presence with access to local, mobile, and toll-free numbers in over 150 countries and 4500 area codes. Seamlessly connect all of your favorite tools like Zoho, Salesforce, or other popular CRMs with our native integrations or custom API for computer telephony integration.... [Read more](https://www.softwareadvice.com/call-center/innitel-predictive-dialer-profile/)

### Best rated features:

Interaction Tracking

5.0

Automated Responses

5.0

Contact Management

5.0

Virtual Call Center

5.0

### Worst rated features:

Activity Dashboard

4.0

Auto-Dialer

4.0

[See all features](https://www.softwareadvice.com/call-center/innitel-predictive-dialer-profile/#key-features)

### Product: Scratchpad

[Scratchpad](https://www.softwareadvice.com/crm/scratchpad-profile/)

4.89

[(96)](https://www.softwareadvice.com/crm/scratchpad-profile/reviews/)

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Scratchpad is a new experience for sales reps, managers, and sales leaders that makes managing pipeline, inspecting deals, coaching, and forecasting fast, simple, and delightful. Supporting sales teams who depend on Salesforce, require speed, and a better way to work together. Try and experience Scratchpad first. Pay and add your team later.... [Read more](https://www.softwareadvice.com/crm/scratchpad-profile/)

### Best rated features:

Content Management

5.0

Productivity Tools

5.0

For Sales Teams/Organizations

5.0

Collaboration Tools

4.3

[See all features](https://www.softwareadvice.com/crm/scratchpad-profile/#key-features)

### Free

$0.00/month

The plan is ideal for individuals who want to start.

### Team

$39.00/month

The plan is billed annually and is suitable for small-sized revenue teams.

### Business

$79.00/month

The plan is billed annually and is suitable for medium- and large-sized revenue teams.

[See full pricing details](https://www.softwareadvice.com/crm/scratchpad-profile/#pricing-and-plans)

### Product: Creatio CRM

[Creatio CRM](https://www.softwareadvice.com/crm/bpmonline-profile/)

4.74

[(149)](https://www.softwareadvice.com/crm/bpmonline-profile/reviews/)

Best for:Customer support

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Creatio is a new era CRM to manage all customer and operational workflows with no-code and AI at its core. Creatio Sales is an AI-native sales management platform that helps businesses achieve sales excellence by providing a complete customer 360 view, automating lead and sales processes, running accurate forecasts, streamlining order and document management, and boosting team collaboration. Creatio Marketing is an AI-native omnichannel marketing platform that accelerates lead-to-revenue by providing a holistic customer view, enabling personalized journeys, streamlining digital, email, and event campaigns, and boosting team collaboration. And Creatio Service is a full-cycle AI-native service management platform that enhances customer experience through efficient case and request management, a unified agent desktop, omnichannel communications, collaborative tools, and flexible ITSM workflows.... [Read more](https://www.softwareadvice.com/crm/bpmonline-profile/)

### Best rated features:

Task Management

5.0

Calendar Sync

5.0

ROI Tracking

5.0

Conversion Tracking

5.0

### Worst rated features:

Surveys & Feedback

3.0

Live Chat

3.0

Activity/News Feed

4.0

[See all features](https://www.softwareadvice.com/crm/bpmonline-profile/#key-features)

### Product: Sage Sales Management

[Sage Sales Management](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/)

4.63

[(169)](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/reviews/)

Best for:Value for money

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Sage Sales Management CRM, tailored for any-sized business with a field sales force, now integrates cutting-edge AI and Timeline Conversations. This combination ensures real-time, efficient sales activity measurement and management. Key features include: - AI-powered analysis for real-time sales impact measurement. - Geolocated opportunity information for strategic planning. - Timeline Conversations for streamlined communication around CRM activities like visits, emails, or calls. - Customizable real-time data fields and stages to match unique sales processes. - AI-driven insights to minimize errors and misunderstandings. - Easy integration with your favorite apps. - Enhanced collaboration across departments, fostering a unified approach to sales success. Available on Android and iOS, Sage Sales Management Mobile CRM adapts to various devices, offering a mobile-first design that’s user-friendly and has a high adoption rate.... [Read more](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/)

### Best rated features:

Marketing Automation

5.0

For Insurance Industry

5.0

Document Storage

5.0

Quotes/Estimates

5.0

### Worst rated features:

Product Catalog

3.0

[See all features](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/#key-features)

### Basic

€19.00/month

[See full pricing details](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/#pricing-and-plans)

### Product: Fusebase

[Fusebase](https://www.softwareadvice.com/project-management/nimbus-note-profile/)

4.65

[(176)](https://www.softwareadvice.com/project-management/nimbus-note-profile/reviews/)

Best for:Features

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

FuseBase: AI-Native Client Portal and Client Collaboration Platform for Client-facing Teams Your clients already have AI. They can complete more routine work themselves, faster and cheaper than before. That changes what they value from agencies, consultants, professional services firms, sales teams, customer success teams, support teams, RevOps, onboarding, implementation, and operations teams. FuseBase helps client-facing businesses move from legacy portals, scattered tools, and manual service delivery to AI-native client operations: a governed operating model where client work becomes visible, repeatable, easier to deliver, and easier to productize under your own brand. Use FuseBase to improve delivery, increase client stickiness, and turn expertise into recurring revenue. What FuseBase Helps You Do: - Run branded client portals, onboarding hubs, deal rooms, partner workspaces, knowledge bases, approvals, and secure client collaboration in one environment. - Give clients clear status, next steps, files, deliverables, and approvals without exposing your internal back office. - Standardize repeatable client workflows across sales, onboarding, implementation, support, customer success, operations, and professional services. - Turn proven workflows into reusable client systems, portal modules, workflow packs, client-facing apps, paid modules, and white-labeled solutions under your brand. - Keep existing tools where they work while standardizing the client-facing foundation with roles, permissions, secure files, dashboards, integrations, and AI-assisted operations. What Sets FuseBase Apart: Traditional client portals store information. PM tools organize internal work. Automation tools connect predefined steps. Generic AI builders create apps. FuseBase is built for the trust boundary of client-facing work: internal control, external simplicity, secure permissions, approvals, workflow state, client accounts, branded environments, and human-approved AI-assisted execution. Clients get simplicity. Your team gets control. FuseBase handles the foundation in between. Since 2014, FuseBase has helped teams adapt through shifts in collaboration, portals, AI, and client-facing apps. Today, FuseBase gives client-facing businesses a foundation to operate, productize, and grow in the AI-native era.... [Read more](https://www.softwareadvice.com/project-management/nimbus-note-profile/)

### Best rated features:

@mentions

5.0

Real Time Editing

5.0

Sub-Task Management

5.0

Real-Time Notifications

5.0

### Worst rated features:

Knowledge Base Management

3.3

Reminders

3.7

[See all features](https://www.softwareadvice.com/project-management/nimbus-note-profile/#key-features)

### Free

$0.00/month

Streamline your professional and personal life. For teams and individuals to start organizing everything.... [Read more](https://www.softwareadvice.com/project-management/nimbus-note-profile/#pricing-and-plans)

### Solo

$32.00/month

Close more deals with 1 client portal, 1000 AI requests and a customizable internal workspace.

### Essentials

$82.00/month

FuseBase scales as your business grows! Set up 10 client portals and watch it do the job for you, with 10,000 automation runs included.... [Read more](https://www.softwareadvice.com/project-management/nimbus-note-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/project-management/nimbus-note-profile/#pricing-and-plans)

### Product: SalesBlink

[SalesBlink](https://www.softwareadvice.com/crm/salesblink-profile/)

4.67

[(270)](https://www.softwareadvice.com/crm/salesblink-profile/reviews/)

Best for:Email Campaign Management

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

SalesBlink is a sales outreach automation platform that integrates a suite of features to streamline and enhance sales processes. SalesBlink focuses on automating email outreach, ensuring that sales emails and follow-ups are sent on autopilot, thereby increasing efficiency and productivity. The platform's standout feature, BlinkGPT, leverages AI to draft personalized cold email sequences, allowing for the creation and execution of sales sequences tailored to specific business needs. This AI-driven approach not only simplifies the process of reaching out to potential leads but also ensures that each communication is optimized for engagement. Email deliverability is a critical aspect of SalesBlink's offering, with the Email WarmUp feature aiming to improve email and domain reputation to consistently land emails in the inbox. This is further supported by email verification processes that screen for invalid emails, ensuring that outreach efforts are not wasted on non-existent or incorrect email addresses. The platform also addresses the logistical challenges of scheduling by incorporating a Meeting Scheduler. This feature allows prospects to book meetings easily, accommodating different time zones and simplifying the coordination process. Additionally, SalesBlink's Unified Inbox consolidates communications from various channels into a single dashboard, facilitating easier management of leads and interactions. Other notable features include integrations that allow for seamless connection with CRM systems, detailed reporting and dashboards for monitoring outreach performance, and email tracking capabilities that offer insights into email engagement metrics such as opens, clicks, and responses.... [Read more](https://www.softwareadvice.com/crm/salesblink-profile/)

### Best rated features:

Sales Pipeline Management

5.0

Scheduling

5.0

API

4.9

Email Management

4.8

### Worst rated features:

Prospecting Tools

4.0

[See all features](https://www.softwareadvice.com/crm/salesblink-profile/#key-features)

### Scale

$25.00/month

This entry-level plan is suitable for small teams or individuals just beginning their sales outreach efforts. It includes basic features such as BlinkGPT AI for personalizing emails, a 6,000 emails monthly email sending capacity, and access to essential sales outreach tools.... [Read more](https://www.softwareadvice.com/crm/salesblink-profile/#pricing-and-plans)

### Growth

$79.00/month

The Growth plan is aimed at growing businesses looking for advanced features. It offers an email sending limit of upto 50,000 emails and additional capabilities such as more BlinkGPT AI personalizations, more email sequence creations, and comprehensive support for email campaigns.... [Read more](https://www.softwareadvice.com/crm/salesblink-profile/#pricing-and-plans)

### Business

$179.00/month

This plan is tailored for large businesses and organizations with extensive sales outreach needs. It provides a limit of 100,000 for monthly email sends, BlinkGPT AI personalizations, and email sequence creations. Additionally, it includes advanced features like outreach tasks and team reports to streamline operations and enhance team collaboration.... [Read more](https://www.softwareadvice.com/crm/salesblink-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/crm/salesblink-profile/#pricing-and-plans)

### Product: Dooly

[Dooly](https://www.softwareadvice.com/crm/dooly-profile/)

4.77

[(88)](https://www.softwareadvice.com/crm/dooly-profile/reviews/)

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Dooly helps you manage all your deals at once with one-click updates from a centralized view so you’re always ready for your next pipeline review. Revenue teams have to do more with less in order to win the deals they need to keep their teams staffed and their businesses growing, but that doesn't mean they can't make the most of every opportunity. Dooly syncs your sales notes across all your devices so you can spend more time selling and growing your business. Schedule a demo today to see how Dooly can help you win at the game of life.... [Read more](https://www.softwareadvice.com/crm/dooly-profile/)

### Free

$0.00/month

The plan is free.

### Pro

$12.00/month

The annual billing option is also available.

### Growth

$35.00/month

The annual billing option is also available.

[See full pricing details](https://www.softwareadvice.com/crm/dooly-profile/#pricing-and-plans)

### Product: Close

[Close](https://www.softwareadvice.com/crm/close-io-profile/)

4.66

[(164)](https://www.softwareadvice.com/crm/close-io-profile/reviews/)

Best for:Customer support

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Close is a conversation-first CRM (customer relationship management) solution built for founders and small, scaling sales teams to manage every conversation in one place — so they can move faster and close more deals. With built-in calling, email, SMS, automation, and AI, Close eliminates tool sprawl and manual logging so teams can focus on selling, not admin. Close embeds calling, email, and SMS natively inside the platform. Every conversation is automatically logged, searchable, and connected to the contact record it belongs to, so sales teams can increase their follow-up discipline without juggling tools or letting leads slip through the cracks. Core capabilities include: - Built-in calling with Power Dialer and Predictive Dialer so reps reach more leads without manual dialing - Inbox for managing two-way email conversations with open and click tracking - Smart Views for dynamically filtered lead lists based on activity, status, or custom criteria - Pipeline management with Opportunities and deal tracking across stages - Workflow Automation for multi-step follow-up sequences across calls, email, and SMS — without technical setup - Web Forms for capturing and routing inbound leads directly into the CRM - Call coaching tools including listen, whisper, and barge Close automates the sales activities that happen between conversations: - Notetaker joins calls and meetings to record, transcribe, and summarize every conversation - AI Drafts writes follow-up emails after each call - AI Summaries give reps instant context on any lead - AI Enrich pulls live company and contact data from public sources - A native MCP server lets your team use Close data directly inside ChatGPT, Claude, Cursor, n8n, and VSCode These features are part of Chloe, Close's built-in AI sales assistant — with expanded capabilities, including AI voice, coming in Spring 2026. Close is used by small to mid-sized sales teams (typically 1 to 100 reps) in SaaS, fintech, real estate, insurance, recruiting, staffing, and professional services — particularly by founders and sales managers running relationship-driven sales at companies that prioritize speed and follow-up discipline. Plans start at $9/user/month with built-in calling, email, and SMS included. Plans scale as your team grows: Solo ($9), Essentials ($35), Growth ($99), and Scale ($139). Custom pricing available for teams of 10+. No contracts required. 14-day free trial — no credit card, no obligation.... [Read more](https://www.softwareadvice.com/crm/close-io-profile/)

### Best rated features:

Call Recording

5.0

Lead Notifications

5.0

Customizable Templates

5.0

Third-Party Integrations

5.0

### Worst rated features:

Data Import/Export

1.0

Real-Time Notifications

1.0

[See all features](https://www.softwareadvice.com/crm/close-io-profile/#key-features)

### Solo

$9.00/month

Solo is perfect for individuals organizing leads, managing pipelines, and keeping communication in one place.... [Read more](https://www.softwareadvice.com/crm/close-io-profile/#pricing-and-plans)

### Essentials

$35.00/month

A great plan for small teams.

### Growth

$99.00/month

Automation to help your team move faster.

[See full pricing details](https://www.softwareadvice.com/crm/close-io-profile/#pricing-and-plans)

### Product: Denser AI

[Denser AI](https://www.softwareadvice.com/live-chat/denser-ai-profile/)

4.97

[(31)](https://www.softwareadvice.com/live-chat/denser-ai-profile/reviews/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Denser AI is an artificial intelligence-powered tool designed to enhance semantic search and chat capabilities on websites. This technology is aimed at companies looking to improve their website search functions and user interactions. By providing precise answers and citations, Denser AI minimizes the occurrence of hallucinations commonly found in other AI systems. Key features of Denser AI include its ability to power semantic search and chat functions across entire websites. The system delivers accurate answers by citing source pages and documents, and offers both document search results and AI-generated responses. Denser AI provides continuous assistance, resulting in significant cost reductions compared to employing human agents. In terms of use cases, Denser AI can transform visitor interactions through website chat, facilitating lead generation by collecting customer data. The tool can also assist in the creation of knowledge bases by explaining complex technical documents. Additionally, Denser AI analyzes documents to provide in-depth technical support, and offers compatibility with site scripts, REST, and GraphQL APIs.... [Read more](https://www.softwareadvice.com/live-chat/denser-ai-profile/)

### Best rated features:

Natural Language Processing

5.0

Lead Capture

5.0

AI/Machine Learning

5.0

Chatbot

5.0

[See all features](https://www.softwareadvice.com/live-chat/denser-ai-profile/#key-features)

### Starter

$19.00/month

$19/Per Month 2 DenserBot 1500 queries per month Maximum of 100 docs/webpages or 50M doc storage per DenserBot REST Api... [Read more](https://www.softwareadvice.com/live-chat/denser-ai-profile/#pricing-and-plans)

### Standard

$89.00/month

$89 / Per Month Details: 4 DenserBot 7500 queries per month Maximum of 2000 docs/webpages or 1G doc storage per DenserBot REST Api... [Read more](https://www.softwareadvice.com/live-chat/denser-ai-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/live-chat/denser-ai-profile/#pricing-and-plans)

### Product: Modjo

[Modjo](https://www.softwareadvice.com/live-chat/modjo-profile/)

4.70

[(60)](https://www.softwareadvice.com/live-chat/modjo-profile/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Modjo is a sales enablement tool that help modern business to close more deals. An entirely cloud-based conversation intelligence software that integrates seamlessly with popular productivity and helpdesk tools. Modjo was built to make every interaction as easy to manage – accessible, transparent, and collaborative.... [Read more](https://www.softwareadvice.com/live-chat/modjo-profile/)

### Best rated features:

For Sales Teams/Organizations

5.0

Call Recording

5.0

On-Demand Recording

5.0

Collaboration Tools

5.0

[See all features](https://www.softwareadvice.com/live-chat/modjo-profile/#key-features)

### Product: servis.ai

[servis.ai](https://www.softwareadvice.com/product/113880-FreeAgent-Network/)

4.65

[(71)](https://www.softwareadvice.com/product/113880-FreeAgent-Network/reviews/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Servis.ai, formerly FreeAgent CRM, is a robust Business Operations Management Platform that helps your team get organized, gain visibility into day-to-day work, and get more done with a powerful, easy-to-use sales platform your sales team will actually love. Work smarter and faster with instant visibility, empowering sales teams to do more with less. Speed up cycle times, close more deals, save time, improve business processes, and ensure nothing falls through the cracks by having all your tools in one happy place. Lift your business up out of spreadsheets and email, and win your workdays with FreeAgent CRM.... [Read more](https://www.softwareadvice.com/product/113880-FreeAgent-Network/)

### Best rated features:

Pipeline Management

5.0

Customer Segmentation

5.0

Third-Party Integrations

5.0

Dashboard

5.0

### Worst rated features:

Campaign Management

3.0

Marketing Automation

3.0

[See all features](https://www.softwareadvice.com/product/113880-FreeAgent-Network/#key-features)

### Product: SmythOS

[SmythOS](https://www.softwareadvice.com/no-code-platform/smythos-profile/)

4.90

[(21)](https://www.softwareadvice.com/no-code-platform/smythos-profile/reviews/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Introducing AI agents that can get real work done, autonomously or in a team. They learn your process, use your data, have infinite memory, and can scale on demand 24/7/365 without having to be trained, managed, or motivated. Start with a Template. Remix. Deploy. We keep adding more agents to our database so you can see how SmythOS takes the complex and makes it easy.... [Read more](https://www.softwareadvice.com/no-code-platform/smythos-profile/)

### Best rated features:

Pre-Built Modules

5.0

Workflow Management

4.9

For No-Code Development

4.9

Drag & Drop

4.9

[See all features](https://www.softwareadvice.com/no-code-platform/smythos-profile/#key-features)

### Product: Amio

[Amio](https://www.softwareadvice.com/live-chat/amio-profile/)

4.94

[(17)](https://www.softwareadvice.com/live-chat/amio-profile/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Amio helps you create AI-powered chatbots for e-shops that automate 95% of customer queries. Amio's chatbot can answer any after-sales query but it can also help with purchasing by recommending the right products. By detecting customers in need of an assistant and proactively starting a conversation with them, your e-commerce store can increase conversion by over 20%. Amio will use your product feeds to keep you up-to-date on stock, price changes, and new products. Adding Amio to your online store is simple and doesn't require much time: 1. AI training - add product feeds and other e-shop information 2. Change static answers - order status, complaints, etc. 3. Connect it to the helpdesk - allow customers to connect with your live agents. 4. Deployment - use Google Tag Manager (GTM) or JavaScript.... [Read more](https://www.softwareadvice.com/live-chat/amio-profile/)

### Best rated features:

Pre-Configured Bot

5.0

Customizable Branding

5.0

For Sales/Marketing

5.0

Language Detection

5.0

[See all features](https://www.softwareadvice.com/live-chat/amio-profile/#key-features)

### Chatbot Starter

$150.00/month

400 automated chats. Additional 400 messages for $100.

### AI Expert

$350.00

1.000 automated messages Additional 1.000 messages for $150.

[See full pricing details](https://www.softwareadvice.com/live-chat/amio-profile/#pricing-and-plans)

### Product: Boost.AI

[Boost.AI](https://www.softwareadvice.com/live-chat/boost-ai-profile/)

4.83

[(23)](https://www.softwareadvice.com/live-chat/boost-ai-profile/reviews/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

boost.ai is the trusted leader in AI-powered customer experience solutions for regulated industries. Built for security, speed, and scale, the platform enables fast deployment, high-resolution rates, and full hybrid control through seamless orchestration of traditional NLU and LLMs. With over 650 successful deployments, 600 live virtual agents, and more than 150 million automated conversations, boost.ai helps enterprises around the world resolve with confidence, automate at scale, and trust every conversation. Proven performance and enterprise-grade reliability make boost.ai the partner of choice for leading brands across the world, including Nordea, Credit Union of Colorado, Sage, DNB, Trading 212, and more. boost.ai is recognized as a Leader in Gartner’s 2025 Magic Quadrant for Conversational AI Platforms.... [Read more](https://www.softwareadvice.com/live-chat/boost-ai-profile/)

### Best rated features:

Generative AI

5.0

Live Chat

5.0

Lead Capture

5.0

Chatbot

5.0

### Worst rated features:

Code-free Development

4.0

Personalization and Recommendation

4.0

[See all features](https://www.softwareadvice.com/live-chat/boost-ai-profile/#key-features)

### Basic

$50,000.00/year

[See full pricing details](https://www.softwareadvice.com/live-chat/boost-ai-profile/#pricing-and-plans)

### Product: Tiledesk

[Tiledesk](https://www.softwareadvice.com/live-chat/tile-desk-profile/)

4.56

[(154)](https://www.softwareadvice.com/live-chat/tile-desk-profile/reviews/)

Best for:Ease of use

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Tiledesk is an AI Agent platform for customer support, sales engagement and internal operations. It helps enterprises and SMEs automate conversations and routine workflows across multiple channels, while keeping control over quality, governance and escalation to humans. You can run it as SaaS or self hosted, and you can adopt it as an open source alternative to Intercom, Tidio and Voiceflow. Teams build AI Agents with a visual drag and drop flow builder. You can combine deterministic steps with AI actions, conditions and approvals, so the same agent can answer questions, collect structured data, guide users through a process and trigger the next action. The builder supports AI prompts, AI conditions and task steps, so non technical teams can design reliable workflows with clear guardrails. With MCP, agents can execute tasks such as updating CRM records, sending emails, writing to spreadsheets, calling webhooks and connecting to tools like Google Workspace, Slack, Shopify and Notion. This turns conversations into workflows that run across systems without custom code for each step, while keeping clear control points and fallbacks. For accuracy and consistency, Tiledesk includes a knowledge base with Retrieval Augmented Generation (RAG). You can import content from URLs and files, organize it by topic and keep it aligned with manuals, procedures and policies. Hybrid retrieval and re ranking help prioritize the most relevant sources before answering, reducing wrong or partial responses while lowering token usage. When the AI falls short, you can route the conversation to a human and capture the resolution as new knowledge, enabling a self learning loop that improves coverage over time and reduces repeated escalations. Tiledesk supports multichannel and multilingual experiences, including WhatsApp Business and Facebook Messenger, plus web and other digital touchpoints. It includes AI to human handover for complex or sensitive cases, so operators can take over with full context and conversation history. Operational features include real time analytics and reporting, queue and department organization, multi project management, SLA settings and smart assignment so supervisors can monitor performance and keep service levels predictable at scale. Proactive messaging can support promotions, seasonal campaigns and time sensitive updates on messaging channels. Common use cases include automating first tier customer inquiries, deploying a copilot for human agents, building ecommerce assistants, creating AI sales agents for qualification and follow up, producing executive summaries and turning company knowledge into an always available support hub for employees. Benefits typically include faster first response, higher first contact resolution, fewer handoffs, better customer trust and lower cost per interaction. Many teams set measurable goals such as automating up to 80 percent of repetitive requests, improving employee productivity by around 40 percent on routine knowledge work and increasing ecommerce revenue by 20 to 25 percent through faster responses and higher outreach. Results vary by process maturity and data quality, and the analytics layer helps you measure impact and continuously improve. For teams with stricter requirements, self hosted deployment can support internal governance needs and data residency preferences. Multi project setup, queues and SLAs help organizations scale the same operating model across brands, departments or business units. Enterprise teams can separate projects per brand, manage roles and permissions, and integrate with existing identity and security processes. This supports staged adoption: start with one use case, validate results, then expand to more teams, channels and workflows with the same governance model.... [Read more](https://www.softwareadvice.com/live-chat/tile-desk-profile/)

### Best rated features:

Lead Qualification

5.0

Communication Management

5.0

Visual Analytics

5.0

Customer Database

5.0

### Worst rated features:

Surveys & Feedback

3.8

Offline Form

3.8

Queue Management

4.0

[See all features](https://www.softwareadvice.com/live-chat/tile-desk-profile/#key-features)

### Starter

€49.00/month

Tiledesk Starter is built for individuals who want to launch their first AI Agents and knowledge base workflows with clear monthly limits. It includes a 14-day trial, supports one user, up to 800 conversations per month, up to five AI Agents, up to five Knowledge Bases with up to 150 total content items, and 2,000,000 AI tokens to power responses and actions.... [Read more](https://www.softwareadvice.com/live-chat/tile-desk-profile/#pricing-and-plans)

### Pro

€149.00/month

Tiledesk Pro is designed for small teams that need to scale AI Agents and knowledge across more conversations while keeping predictable usage limits. It includes a 14-day trial, supports up to three users, up to 3,000 conversations per month, up to 20 AI Agents, up to 20 Knowledge Bases with up to 300 total content items, and 5,000,000 AI tokens to power responses and actions.... [Read more](https://www.softwareadvice.com/live-chat/tile-desk-profile/#pricing-and-plans)

### Enterprise

Custom

Pricing available upon request

Tiledesk Enterprise is for organizations that need maximum flexibility and scale. It provides custom limits for users, conversations, AI Agents, knowledge base content, knowledge bases, and AI tokens, tailored to your operational requirements.... [Read more](https://www.softwareadvice.com/live-chat/tile-desk-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/live-chat/tile-desk-profile/#pricing-and-plans)

### Product: Demodesk Coaching & AI

[Demodesk Coaching & AI](https://www.softwareadvice.com/product/518978-Demodesk-Coaching-AI/)

4.88

[(17)](https://www.softwareadvice.com/product/518978-Demodesk-Coaching-AI/)

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Demodesk is the AI sales agent platform for European B2B revenue teams. Four AI agents handle the work reps have always hated: notes, CRM updates, coaching, deal risk. Reps save 30 minutes per call on admin. Teams close 20% more deals. One manager can coach 50 reps instead of 10. \*\*AI Assistant\*\* records and transcribes every sales call in 98 languages, over video, phone, or in person. It writes the post-call summary, drafts the follow-up email, and pushes structured data to Salesforce, HubSpot, or Pipedrive. Reps stay in the conversation instead of typing notes. \*\*AI Coach\*\* scores every call against MEDDIC, BANT, Challenger, or your own scorecard. Feedback lands seconds after the call ends, not three days later in a 1:1. Sales managers stop sitting in on calls and start spending time on strategic intervention. Teams see a 1:50 manager-to-rep ratio instead of the 1:10 industry standard. \*\*AI CRM Concierge\*\* keeps your CRM clean with 99% field accuracy. It detects CRM objects automatically, maps data to the correct fields, and fills them in: deal stage, decision timeline, competitive mentions, MEDDIC fields, custom properties. RevOps stops chasing reps. Pipeline reviews stop being arguments about whether the data is right. \*\*AI Analyst\*\* answers the questions you actually have. Which deals are at risk. Which competitors come up most. Which reps handle objections best. Ask in plain English, get answers from your own call data, no SQL or BI tool required. \*\*AI Crew\*\* extends the platform. Describe a task like "scan my pipeline daily and post at-risk deals to Slack," and Demodesk's AI Agent Builder configures it. Install from 30+ pre-built agents and 158 marketplace skills covering CRM hygiene, deal acceleration, prospect research, and pipeline reporting. \*\*Why teams pick Demodesk over Gong, Fathom, and Chorus\*\* Demodesk is built for execution, not just analysis. Gong and similar platforms generate insights and dashboards. Demodesk's AI agents do the work itself: fill the CRM, draft the follow-up, score the call, flag the risk. Reps see results on day one, not after a six-month enterprise rollout. European data residency is built in, not bolted on. Demodesk is German-founded (Munich, 2018), runs entirely from EU data centers (Azure Frankfurt), and is ISO 27001:2022 certified. No transatlantic data transfers. Works council-compatible consent flows are built into the product. Customer conversations and CRM data never train any AI model, including ours. Pricing is transparent. EUR 59/user/month monthly, EUR 49/user/month annual. Free viewer seats for managers, RevOps, enablement, and customer success: only active sellers pay per seat. Compare that to Gong at roughly EUR 108/user/month plus a mandatory platform fee of EUR 5,000 to 50,000 per year. \*\*Built for sales teams, not individuals\*\* Demodesk is designed for B2B sales teams of 20-2,000 reps running Salesforce, HubSpot, or Pipedrive. Typical buyers: VP Sales, CRO, Head of Sales, RevOps lead, sales enablement manager. AEs, SDRs, and account managers are the daily users. Industries served: software and technology, financial services, professional services, energy and home, real estate. 300+ customers including Porsche, Bosch, Treatwell, Enpal, and OMR Reviews. 20,000+ daily users. 4.9/5 on G2 and Capterra. Backed by Y Combinator, Balderton Capital, and the founders of HubSpot and Pipedrive. 14-day free trial, no credit card. Demos available within 24 hours.... [Read more](https://www.softwareadvice.com/product/518978-Demodesk-Coaching-AI/)

### Best rated features:

Speech Recognition

5.0

Dashboard

5.0

Conversation Intelligence

5.0

Scheduling

5.0

### Worst rated features:

AI Writing Assistant

4.0

[See all features](https://www.softwareadvice.com/product/518978-Demodesk-Coaching-AI/#key-features)

### Coaching & AI

€49.00/year

AI sales coaching, AI sales assistant, CRM automation, and AI analyst included

[See full pricing details](https://www.softwareadvice.com/product/518978-Demodesk-Coaching-AI/#pricing-and-plans)

### Product: Humantic AI

[Humantic AI](https://www.softwareadvice.com/product/538448-Humantic-AI/)

5.0

[(12)](https://www.softwareadvice.com/product/538448-Humantic-AI/)

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Humantic AI is a comprehensive buyer intelligence suite that turns enterprise sellers into experts about their buyers’ business. This includes vital insights about each target account’s business objectives as well as key decision drivers for the people within that organization. Our agentic Account Intelligence(Miia) and People Intelligence(Pi) products equip sellers with complete Buyer Intelligence in minutes. Our customers include industry leaders like Teleperformance, Expedient, Mitel, and NextEra Energy, while our partners include Avant Communications and Sandler Sales. We are also a part of the coursework at Indiana University and Baylor University. Humantic AI was ranked among G2’s Top 100 Highest Satisfaction Products of 2025 and recognized by Gartner as a 2024 Cool Vendor in AI-Led Sales Research.... [Read more](https://www.softwareadvice.com/product/538448-Humantic-AI/)

### Best rated features:

For Sales Teams/Organizations

5.0

AI/Machine Learning

5.0

Audience Targeting

5.0

Personalization

4.9

### Worst rated features:

Email Marketing

4.0

Email Templates

4.0

Sales Activity Management

4.0

Campaign Management

4.0

[See all features](https://www.softwareadvice.com/product/538448-Humantic-AI/#key-features)

### Individual Bundle Plan (Pi + Miia)

$90.00/month

For individual sellers looking for full People and Account Intelligence.

### Organization Bundle Plan (Pi + Miia)

$105.00/month

For teams that require shared buyer intelligence and collaboration tools.

### Enterprise Bundle (Pi + Miia)

Custom

Pricing available upon request

For large enterprises requiring deep insights, API access, and advanced integrations.

[See full pricing details](https://www.softwareadvice.com/product/538448-Humantic-AI/#pricing-and-plans)

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[2](https://www.softwareadvice.com/ai-sales-assistant/?page=2)[3](https://www.softwareadvice.com/ai-sales-assistant/?page=3)[4](https://www.softwareadvice.com/ai-sales-assistant/?page=4)[5](https://www.softwareadvice.com/ai-sales-assistant/?page=5)

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