15 Best AI Sales Assistant Tools for B2B Software Companies

Sales teams nowadays face a lot of challenges. Leads are always piling, expectations are growing higher, and competition is relentless. Not to mention the everyday inconveniences, like chasing the wrong leads and answering repetitive questions all day.

But what if AI could handle the heavy lifting while human agents focus on what really matters: building relationships and closing deals?

That ‘what if’ is becoming a reality. AI sales assistants are doing precisely that, changing the way teams operate by engaging with leads, qualifying prospects, predicting deal outcomes, and more. The result? Better outcomes in less time.

But here’s the catch. There are countless sales AI agents on the market, and each one serves a specific purpose, so which one do you choose? We’ll make it easier for you.

Here are our reviews of the best AI sales assistant tools on the market.

1. Rasayel #

Best for: Sales teams selling over WhatsApp

Your B2B software sales team may be using WhatsApp, but are they getting the most out of its AI potential? Rasayel makes sure they are. It’s a WhatsApp communication platform built for sales and support teams, and it has a built-in AI agent that can help you work smarter, namely, Cleo.

Cleo is a conversational assistant that consists of several specialized AI agents. Each agent focuses on a specific job, like re-engaging dormant leads, qualifying or disqualifying leads, and scheduling follow-ups.

One of Cleo’s key roles is lead qualification. The AI qualification agent can work autonomously and save your team immense time and effort. But how does it work?

You tell the AI agent what objectives you need it to do and what information it should collect from prospects. You also give it context about your company, along with the primary and secondary languages for conversations. Then, you set rules for when it should engage and when it should hand off to a human.

Once set up, the AI agent autonomously qualifies leads and gives you real-time insights. You’ll be able to see the number of leads qualified or disqualified, the number of drop-offs, and the number of handovers to human agents.

Key features #

• Conversational AI agents for different sales tasks
• Real-time data on the number of qualified leads, handoffs, and drop-offs
• Multi-language support

Pros #

• Automates lead qualification and saves time
• Can be accessed directly through WhatsApp
• Customizable engagement rules and objectives

Cons #

• Limited to WhatsApp

2. Gong AI #

Best for: Sales coaching and data-based decision making

Gong AI is an advanced AI for sales within Gong designed to help B2B sales teams improve their calls, demos, and follow-ups using AI-driven insights. It’s a coaching tool, sales enablement solution, and conversation intelligence platform, all in one.

Gong records, transcribes, and analyzes sales conversations in real time so that you don’t have to take notes manually. It combines this data with information from CRMs and other tools to give you actionable insights on how to generate more revenue.

Sales managers and reps can use its analytics to identify winning behaviors, improve messaging strategies, and uncover deal risks before they escalate.

Gong AI’s pricing depends on the size of your team and a few more factors. Get more info on Gong’s pricing page.

Key features #

• AI-powered call analysis
• Sales coaching and performance insights
• Revenue outcome forecasting

Pros #

• Helps managers pinpoint coaching opportunities and identify top-performing sales strategies
• AI uncovers patterns in successful deals, helping teams improve their approach and close more deals
• Post-call insights and reminders to ensure no action items fall through the cracks

Cons #

• Only suitable for mid and large teams. Smaller teams might find it an overkill

3. Exceed.ai #

Best for: Lead engagement and qualification

Exceed.ai is a conversational AI tool for sales. It helps teams connect and engage with leads by automating email and chat-based interactions, handling outreach, responses, objections, and scheduling meetings when leads are ready.

Not only that, but the tool also has a website chatbot that can help you convert website visitors into qualified leads. Then, it can ask the leads a few qualifying questions and pass them to sales agents to continue nurturing.

Unfortunately, Exceed.ai doesn’t provide pricing information publicly, so you’ll need to contact the team to get an offer.

Key features #

• Multi-channel automated lead engagement
• Lead qualification and hand-off at the right time
• Automatic meeting scheduling and no-show follow-ups

Pros #

• Automates lead follow-ups, nurturing, and qualification without human effort
• Integrates with marketing databases to find prospects
• Provides detailed reporting and analytics on lead engagement and conversion rates

Cons #

• The AI agent has limited capabilities and may struggle with complex queries

4. Lavender #

Best for: Sales teams selling over email

Writing a great sales email isn’t easy, and after writing a dozen in a day, even the best SDRs and AEs start losing steam. That’s where AI sales tools like Lavender come in.

It acts like a personal AI-powered email coach, analyzing your writing in real time and providing feedback on tone, clarity, and personalization. It helps you improve your emails so they’re more engaging, more relevant, and, most importantly, more likely to get a response.

Lavender also has a personalization assistant that collects prospect data for you and suggests ways to personalize your emails based on the data. Plus, it integrates with multiple tools, including Gmail, Outreach, Salesloft, and Outlook, to help you sell over email using whatever platform you prefer.

Lavender has 4 tiered pricing plans that start at $0. For more information, you can check their pricing page.

Key features #

• Personalization assistant
• Real-time email coaching and scoring
• Integration with multiple emailing platforms

Pros #

• Helps SDRs and AEs write better emails with AI-driven feedback and coaching
• Collects prospect data for personalization
• Multiple pricing plans for different-sized companies

Cons #

• The free plan is very limited, allowing only five email analyses per month

5. Clay #

Best for: Lead enrichment

Clay is an AI data enrichment tool that can automate lead research, update CRM data, and personalize outreach. It pulls accurate, up-to-date information from 100+ data sources, ensuring your prospect lists are complete and ready for targeted engagement. Also, it detects real-time intent signals to help you time your follow-up perfectly.

Clay acts as an AI research assistant, saving sales agents hours of work spent dealing with incomplete lead data, outdated CRM records, and time-consuming manual research. It has AI agents that can flag fraudulent domains, summarize job posts or financial docs, and create lead scoring models.

Clay has multiple pricing plans, including a free one, and it provides custom quotes for enterprises. You can take a look at its pricing page here.

Key features #

• Lead research and enrichment
• Personalized AI messaging using enriched data
• Integrates with Salesforce, HubSpot, Slack, and more.

Pros #

• Eliminates manual prospect research
• Helps you track and act on key customer events
• Cleans and formats data

Cons #

• Limited free plan with only 100 enrichment credits/month

6. Overloop.ai #

Best for: Sales prospecting and outreach

Sales prospecting can feel like a never-ending cycle of searching, personalizing, and reaching out, but Overloop changes that. It’s a sales AI agent that can source prospects from a B2B database of over 450M contacts, generate multi-channel campaigns, and personalize outreach based on analysis. All without extra time and effort on your side.

Overloop also integrates with multiple platforms to help you sync your data across them without manually logging it. It integrates with emailing tools, social media platforms, CRM tools, and more.

In terms of pricing, all Overloop’s plans include unlimited campaigns and email accounts, but the specific prices aren’t listed on the website. To get a quote, you’ll need to book a demo with the team.

Key features #

• Prospect sourcing
• AI-generated outbound campaigns
• AI-written cold emails
• Personalization at a scale

Pros #

• Scales outreach without losing the human touch
• Native integrations
• Includes built-in tools that help your emails land in inboxes, not spam

Cons #

• Pricing is unclear

7. Conversica #

Best for: Lead nurturing and follow-up

Chasing leads is time-consuming. You have to reach out, wait, follow up, and repeat, but not with Conversica.

Conversica is an AI conversational agent that eliminates the usual follow-up chase by automating lead engagement through human-like email and SMS conversations. Acting as a virtual sales assistant, it nurtures prospects, asks qualifying questions, and schedules meetings when leads are ready. And if it gets stuck in a conversation, Conversica can use GPT technology and a curated LLM to respond to the customer’s inquiry.

Like a lot of AI assistant tools, Conversica doesn’t provide pricing details on its website, so you can contact the team for information.

Key features #

• AI-powered conversations with leads
• Personalized outreach
• Inbound lead engagement

Pros #

• Engages leads and schedules meetings automatically
• Reaches out proactively and re-engages MQLs
• Uses natural language AI to respond conversationally and politely

Cons #

• The software has a learning curve, and the dashboard takes a while to get used to

8. Crystal #

Best for: Assessing a prospect’s personality for personalized sales outreach

Crystal, also known as Crystal Knows, is an AI tool that helps sales teams personalize their approach by giving them AI-driven personality insights.

Using the DISC personality model, Crystal predicts a prospect’s communication style, decision-making tendencies, and engagement preferences, all based on publicly available data, such as social media profiles, professional interactions, and written content.

With the help of these insights, sales agents can build rapport, personalize outreach, and improve response rates by using communication styles that fit each prospect’s personality.

Crystal has tiered pricing plans, and it offers a free trial with limited features so that you can test it before making a purchase.

Key features #

• AI-powered assessments analyze a prospect’s personality traits
• AI writing assistant for personalized email sequences
• Chrome extension and LinkedIn integration

Pros #

• Helps sales agents customize emails, pitches, and meetings
• Helps sales teams establish instant rapport with potential buyers.
• Provides science-based recommendations to improve sales communication.

Cons #

• Predictions are only as strong as the amount of online data available on a prospect.

9. Regie.ai #

Best for: Sales prospecting

Regie.ai is an AI-powered prospecting assistant that helps sales agents automate outreach, personalize messaging, and prioritize high-intent leads.

It uses data from CRMs, third-party tools, and sales engagement insights to identify the best contacts and automatically initiate conversations across email, phone, and LinkedIn. On top of that, it uses generative AI to write personalized sales messages and multi-touch sales sequences.

Regie.ai has varying pricing plans based on its features and tools. To get a closer look for budgeting, check out its pricing page.

Key features #

• Auto-pilot AI agents that automate lead sourcing, outreach, and engagement
• Co-pilot mode to improve outreach efforts with AI-assisted personalization
• Multi-channel integrations

Pros #

• Automates lead generation, messaging, and follow-ups
• Uses AI-driven research to create customized sales sequences
• Integrates with popular sales engagement platforms

Cons #

• It has a learning curve, so some agents may need time to optimize AI-driven outreach

10. Clari #

Best for: Sales forecasting and pipeline management

Clari is an AI sales agent that helps teams forecast accurately, manage pipelines, and improve sales execution. It provides deep sales intelligence, real-time coaching, and call transcription. Not only that, but it also has a forecasting feature built for every revenue model, including consumption and subscription.

The tool centralizes CRM data, sales rep activities, and call records into a single view, then uses AI-powered predictive analytics to forecast sales outcomes with remarkable accuracy. It helps sales teams mitigate risks early and drive consistent results.

Clari provides custom pricing plans, so you’ll need to contact the team to get a quote.

Key features #

• Opportunity management to track deal progress and flag at-risk deals
• Accurate forecasting and pipeline management
• Conversation intelligence (Clari Copilot) that captures and analyzes sales calls

Pros #

• Automates routine data entry tasks, saving sales reps time
• Syncs with Salesforce and HubSpot, automatically capturing emails, calendar events, and deal updates
• User-friendly dashboards designed for sales leaders and executives

Cons #

• Initial setup and customization can be complex

11. Reply.io #

Best for: Multichannel sales outreach

Reply.io is a sales engagement platform that helps B2B sales teams automate and personalize outbound prospecting at scale. Using it, sales agents can create AI-powered multichannel sequences that include emails, LinkedIn messages, phone calls, SMS, and WhatsApp, ensuring they reach prospects on their preferred communication channels.

Reply.io can also sync with Calendly and CRM tools to schedule meetings and automate follow-ups.

Best of all, its AI assistant, Jason AI, improves outreach by personalizing messages and handling basic responses. In doing that, it allows sales teams to focus on high-value interactions only.

Reply.io’s pricing plans are mostly affordable and vary depending on business size and use case.

Key features #

• Multichannel sales sequences
• AI sales assistant (Jason AI)
• CRM integrations

Pros #

• Integrates with multiple selling channels
• Connects with workflow automation tools
• Affordable pricing with a free plan and trial

Cons #

• AI-generated messages require heavy editing to avoid generic outreach

12. People.ai #

Best for: Sales activity tracking and forecasting

People.ai is a revenue intelligence tool that uses AI to help sales teams track activities and improve forecasting accuracy. It automatically captures emails, calls, meetings, and CRM updates to eliminate manual data entry and give you a complete, accurate sales dataset.

With this AI-driven sales data, your team can pinpoint which deals need attention, how engaged key decision-makers are, and whether sales agents are focusing on the right opportunities. The data also gives sales leaders a clear, real-time view of pipeline health, quota progress, and areas for coaching.

Even better, People.ai integrates with Salesforce, Slack, Zoom, Microsoft Dynamics 365 Sales, and more.

People.ai’s pricing information isn’t available publicly, so you’ll need to contact the team for budgeting.

Key features #

• Automatic tracking of sales activity
• AI-powered forecasting of sales trends
• Account engagement insights

Pros #

• Works inside Salesforce and Microsoft Dynamics 365 Sales with no additional log-in required
• Improves forecast accuracy with AI-driven insights from real sales data
• Helps teams with coaching by identifying productivity trends and pipeline risks

Cons #

• Heavily tied to CRM usage, so effectiveness depends on CRM adoption

13. Apollo.io #

Best for: Sales intelligence and engagement

Apollo is an all-in-one sales intelligence and engagement tool that combines a large contact database with automation tools. It performs an AI-driven search that filters prospects by 60+ criteria, helping sales teams find, engage, and convert leads.

In addition to Apollo’s pipeline builder, it has a call assistant that can schedule, transcribe, and record meetings, give you AI insights before the meetings, and follow-up afterward. There’s also a data enrichment agent that refreshes your CRM with data and performs CSV clean-up.

Apollo’s pricing plans are tiered and start at $0 per month. The free plan gives you 1200 credits per user per year, and you get access to web extensions and basic prospect filters.

Key features #

• Pipeline builder that builds and expands your sales pipeline
• Call assistant that records calls and schedules meetings
• Data enrichment agent that keeps your CRM and marketing automation data fresh and accurate at all times

Pros #

• Combines sales intelligence with engagement tools in a single platform
• Affordable pricing compared to competitors, making it ideal for startups and SMBs
• AI-driven recommendations help sales teams find and prioritize the right leads

Cons #

• Outreach automation features aren’t as advanced as standalone engagement platforms

14. Drift #

Best for: Conversational sales and website visitors’ engagement

Drift is an AI conversational sales agent that turns website visitors into qualified leads through real-time chat. Acquired by Salesloft in 2024, it remains a standalone solution that helps businesses provide instant, personalized engagement, improving the buying experience and accelerating sales cycles.

Drift’s AI chat agents answer visitor questions, qualify leads, and book meetings automatically. They also pull account data of website visitors to give you insight into high-intent buyers. Thanks to Drift’s live chats, sales agents can jump into live conversations with high-value customers instead of relying on forms that take time.

Drift’s pricing plans are custom and available upon request. They’re not available on the website.

Key features #

• AI chat agents
• Deanonymization of website visitors to provide buyer insights
• Live chat with target accounts
• Tracking of engagement data and analysis of chatbot performance

Pros #

• Engages buyers in real-time, reducing lead drop-offs
• Identifies and prioritizes high-intent visitors automatically
• Provides actionable sales insights via Salesloft integration

Cons #

• Requires setup and optimization to maximize ROI

15. Saleswhale #

Best for: Email-based lead qualification and follow-ups

Saleswhale is an AI sales assistant that nurtures and qualifies inbound leads through automated email conversations. It helps B2B sales teams engage leads at scale without overwhelming human agents.

Saleswhale reaches out to prospects, keeps conversations warm with follow-ups, and intelligently responds based on replies. It detects buying intent, handles objections, and even transitions hot leads to sales agents by introducing them in email threads.

The AI assistant also collects valuable data like budget, timeline, and objections to save time and effort for sales teams.

Saleswhale previously used a flexible, usage-based pricing model, but since its acquisition by 6sense, pricing is now part of its broader enterprise offerings. You should contact 6sense for a custom quote.

Key features #

• AI-driven email outreach and smart follow-ups
• Lead qualification and handoff at the right time
• Out-of-office detection for when leads are unavailable and scheduled follow-ups are needed
• DNC (Do Not Contact) management

Pros #

• Engages leads using pre-tested email sequences and adapts responses based on their replies
• Sends polite, scheduled reminders to non-responsive leads
• Strong Salesforce integration for easy lead tracking.

Cons #

• Email-only approach that lacks multichannel support (e.g., LinkedIn, SMS)

How to choose an AI sales assistant tool #

Choosing an AI sales assistant for your business can be tricky. There are a lot of AI sales tools on the market, and each one is designed for a specific use case. So how do you know which one will help you and which one will overcomplicate things?

Here are a few factors you need to consider when choosing the best AI sales assistants for your team.

Your sales workflow #

Every sales team has a unique process for finding, engaging, and converting leads. The right AI assistant should fit naturally into that process rather than forcing you to adapt to it.

For example, if your team focuses on outbound sales and actively reaching out to new prospects, you’ll need an AI tool designed for prospecting.

On the other hand, if your business focuses on inbound leads, you’ll need an AI sales automation tool that can help qualify and engage them in real time.

The bottom line is that you need to identify whether your team needs support in prospecting, lead qualification, or ongoing conversations so that you can choose an AI assistant that solves your biggest pain points.

The communication channels you use #

AI sales assistants operate on different communication channels. Some mainly work over WhatsApp, some are all about emails, and some are multichannel.

If your sales team mostly uses WhatsApp, a tool like Rasayel will suit your needs better than an email-focused platform. It helps you chat with prospects in real time without switching between apps.

However, if you rely on website traffic to bring in leads, an AI chatbot like Drift can engage visitors, answer their questions, and qualify them instantly so that you don’t lose potential customers before they leave.

In all cases, you should pick an AI assistant that works where your prospects are most active.

AI capabilities #

AI sales agents have varying capabilities. Some act as smart writing assistants, while others feel like an extra team member handling conversations for you.

If you need help with outreach, certain AI tools generate personalized emails and LinkedIn messages, making it easier to reach prospects at scale.

If real-time engagement is important, AI chatbots can respond instantly to customer questions.

More advanced AI tools for B2B sales go further with predictive insights, analyzing prospect behavior, detecting buying intent, and helping sales teams focus on the most promising leads.

Integration with existing tech stack #

One of the most important factors to consider when choosing an AI agent is CRM compatibility. Your AI agent should ideally integrate with Salesforce, HubSpot, Pipedrive, or any other CRM you use. A strong integration means AI-driven interactions and automatic updates in the CRM.

Other than CRMs, you should think about how the AI assistant connects with other tools in your workflow. If your team works on email campaigns, LinkedIn prospecting, or WhatsApp Business for outreach, the AI should sync with these platforms to keep conversations flowing and consistent across channels.

Final thoughts #

AI assistants have made countless lives easier by automating sales tasks, but a single challenge remains. How do you choose the best AI sales assistant software for your team?

Choosing the right tool depends on your business needs. Some AI assistants specialize in outbound prospecting, while others handle real-time lead qualification or customer support. Some work mainly over WhatsApp, while some depend on email or other communication channels.

What you need to do is research carefully and find an AI platform that fits your sales process, integrates with your existing tools, and supports the communication channels your team uses.

About the author

Hania Elmessiry

Hania is a seasoned researcher and content writer specializing in WhatsApp Business and its role in B2B sales and customer engagement. With years of experience creating in-depth, thought-provoking content, she combines real-life use cases and deep industry insights to help businesses leverage WhatsApp as a growth tool. Her expertise lies in translating complex research into actionable strategies, making her a trusted resource for companies looking to innovate their communication and sales processes.

@Hania Elmessiry on LinkedIn