List of the Top 11 AI Sales Assistants with a Free Trial in 2026

Dialpad's AI Sales Assistant empowers sales teams to accelerate their deal-closing process by delivering timely insights throughout calls. This tool effortlessly transcribes discussions, underscores important points, records action items, and generates AI-based suggestions for follow-up actions. By equipping representatives with immediate access to crucial information, the AI Sales Assistant enhances team organization, boosts productivity, and allows members to concentrate on nurturing relationships rather than getting bogged down in note-taking.

SalesTarget.ai's AI Co-pilot serves as a genuine sales ally, going beyond mere automation to act as a strategic collaborator. It compiles verified lead lists from over 840 million profiles, crafts tailored outreach sequences, proposes campaign tactics, and provides instant performance analytics through simple chat commands. The Co-pilot actively spots bottlenecks in the sales pipeline, advises on which prospects to focus on, and continually refines its suggestions based on campaign data. For newcomers, it accelerates the learning process with guidance on best practices, while seasoned teams benefit from enhanced efficiency and insights. The outcome is a more intelligent, rapid, and consistent sales approach, suitable for teams of all sizes.

Podium is a leading AI-powered platform that combines lead management and multi-channel communication into a single solution, trusted by over 100,000 businesses worldwide to acquire and convert customers effectively. At the heart of Podium’s platform is its AI Employee, an intelligent virtual assistant that ensures businesses engage with leads instantly at any time of day, significantly improving conversion rates and driving revenue growth. Podium centralizes communications by consolidating calls, texts, payment links, and bulk messaging campaigns into one intuitive dashboard, simplifying customer outreach and engagement. The AI Employee automates routine customer interactions, delivering timely, accurate, and personalized responses across all communication channels to maintain strong customer relationships. Podium has been widely recognized for its innovation, earning spots on Forbes’ Next Billion Dollar Startups, Forbes’ Cloud 100, the Inc. 5000, and Fast Company’s World’s Most Innovative Companies lists. Founded in 2014 and headquartered in Lehi, Utah, Podium is backed by prominent investors including Accel, Summit Partners, GV (Google Ventures), and Y Combinator. The platform empowers businesses to not only respond to leads faster but also to collect more customer reviews and boost Google rankings through automated review requests. Podium’s easy-to-use web and mobile apps enable businesses to manage conversations, payments, and marketing efforts seamlessly. With its focus on AI-driven efficiency and customer satisfaction, Podium is a powerful tool for scaling sales and engagement. Its continuous innovation helps businesses stay ahead in competitive markets by providing superior lead conversion and communication solutions.

Adversus enhances outbound sales teams through smart workflow automation, instant performance analytics, and organized call direction, allowing representatives to concentrate on engaging conversations while enabling managers to provide targeted coaching. Streamline processes such as lead prioritization, scheduling calls, and documenting post-call details. Gain valuable insights into performance by individual representative, campaign, and call results. Accelerate the onboarding process for new employees and foster uniformity within your team. Designed specifically for structured outbound calling in industries such as B2B sales, insurance, energy, and telecommunications. Compliant with ISO standards and GDPR regulations.

VeloxyIO Inc. offers an advanced sales software solution powered by artificial intelligence, designed to enhance predictive forecasting and sales enablement specifically for Salesforce CRM users. Our goal is to equip Sales Representatives with the tools they need to effectively engage with Salesforce and maximize their productivity beyond their input. Additionally, we deliver improved forecasts and analytics to Sales Management, enabling them to identify the key actions that truly influence the sales pipeline. With the right data delivered at the precise moment it’s needed, tools like Inbox and Veloxy Mobile automatically log various activities, including calls, email interactions, and engagement metrics. This seamless integration allows for effortless information management on the go, seamlessly fitting into the sales workflow. Sales Representatives benefit from timely access to relevant data tailored to their context, location, and upcoming engagements, which helps them prioritize effectively without the hassle of searching for information. By leveraging this data, you can pinpoint which specific actions significantly contribute to pipeline expansion. Furthermore, Veloxy Analytics equips Sales Managers and Operations teams with precise forecasts derived from historical analysis of trends, along with analytical tools that allow for an exploration of how various sales activities correlate with pipeline growth, ultimately driving better decision-making and strategy formulation. This comprehensive approach ensures that every sales effort is strategically aligned for maximum impact.

Clari Copilot, formerly known as Wingman, revolutionizes the way revenue teams operate by equipping them to excel in every crucial revenue scenario. This advanced conversation intelligence platform provides both representatives and managers with the essential tools to engage in fierce competition and identify potential revenue gaps, ultimately allowing them to secure deals more swiftly. When combined with Clari, Clari Copilot offers a comprehensive solution for revenue management, consolidating all functionality on one unified platform. It seamlessly integrates conversation data right where the sales team is actively engaged—within Clari itself. Prominent sales teams, including those from Chargebee, Oktopost, and Properly Homes, rely on Clari Copilot to effectively oversee and enhance their revenue strategies. With its user-friendly interface and powerful analytics, Clari Copilot empowers teams to make data-driven decisions that foster growth and increase profitability.

Substrata harnesses the power of artificial intelligence to deliver immediate social awareness for professionals engaged in business transactions. Its primary objective is to assist users in maneuvering through intricate interpersonal relationships in areas like sales, negotiations, and business development by identifying verbal and non-verbal signals. The platform aspires to unveil critical insights regarding elements such as workplace politics, organizational structures, perceptions, emotions, biases, attitudes, and power relations that can significantly influence the outcomes of deals. Substrata serves as an essential resource for various positions, including CEOs, founders, sales executives, account managers, and dealmakers involved in investment banking, corporate development, and mergers and acquisitions. By uncovering the subtleties of social interactions and relationships, this innovative technology aims to enhance professional skills in managing deals and interactions effectively. Ultimately, Substrata is committed to empowering users with the knowledge needed to navigate the complexities of the business landscape.

Introducing the most robust and secure software for LinkedIn automation and customer relationship management (CRM). This tool enables you to send personalized invitations to targeted 2nd and 3rd-degree connections automatically, while also featuring an auto-responder for new contacts and drip campaigns that facilitate chain messaging, reply detection, and email alerts. Numerous tools and features are accessible for automating LinkedIn, Sales Navigator, and Recruiter platforms. The integrated CRM system simplifies the management of your LinkedIn connections and lead funnel, ensuring your account remains protected. Linked Helper 2 stands out as the premier choice for LinkedIn automation, functioning as a web browser application rather than a Chrome extension, which means it does not embed its code within LinkedIn pages. Unlike many cloud-based services, it does not utilize the LinkedIn API. The latest version of Linked Helper can operate independently or as a smart browser and includes a built-in CRM system tailored for automating LinkedIn tasks. You can efficiently structure your lead generation endeavors on LinkedIn into easily manageable campaigns, enhancing your outreach strategy significantly. Additionally, this software ensures that your automation processes are both effective and compliant with LinkedIn's guidelines.

Dialpad Sell is a cutting-edge AI-powered sales outreach platform designed to transform how sales teams engage prospects and close deals. By providing real-time call transcription, sentiment analysis, and keyword tracking, it equips sales reps with actionable insights during conversations to refine pitches and respond effectively to objections. The platform’s AI Playbooks automate best practices and offer personalized coaching recommendations, empowering managers to drive better team performance and accelerate ramp-up times for new hires. Dialpad Sell integrates seamlessly with leading CRM platforms such as Salesforce, Zendesk, Hubspot, Microsoft Dynamics, and communication tools like Microsoft Teams and Google Workspace, enabling a cohesive sales ecosystem. Companies using Dialpad Sell have reported a 50% increase in post-call productivity, a 75% improvement in coaching efficiency, and a 22% decrease in sales rep attrition rates. The platform is built on a secure, scalable dual-cloud infrastructure with enterprise-grade security certifications including GDPR, HIPAA, SOC 2, ISO, and more. It offers 24/7 support, robust disaster recovery, and a 100% uptime SLA to ensure uninterrupted performance. Dialpad Sell supports sales organizations from startups to global enterprises in improving pipeline velocity and driving revenue growth. Its AI capabilities also help capture key customer insights and automate routine sales tasks, freeing reps to focus on high-value activities. Ultimately, Dialpad Sell delivers an intelligent, integrated solution for modern sales teams aiming to outperform their targets.

Lindy is an AI-driven assistant crafted to enhance efficiency in professional environments. It integrates effortlessly with a variety of platforms such as Gmail, Zoom, and Twilio. Users can automate various workflows, including email handling, customer service interactions, scheduling, and data entry for customer relationship management. With its user-friendly interface, individuals can develop AI agents in just a few minutes, simplifying intricate tasks without needing any programming knowledge. Additionally, Lindy provides customizable templates tailored to distinct requirements. A notable feature is its ability to transform real-time communications between healthcare providers and patients into precise and detailed notes. By utilizing Lindy, professionals can prioritize critical elements of their roles while allowing routine tasks to be managed effectively and effortlessly. This not only boosts productivity but also enhances overall job satisfaction.

Complete the essential fields that drive business strategies forward, as this methodology can liberate over 100 hours for each representative, allowing for increased interaction with clients through meetings, phone calls, and a variety of engagements. It is vital for both administrators and developers to focus on sustainable solutions rather than quick fixes to improve the overall user experience. By disseminating your most efficient processes to all producers, you can significantly enhance productivity. Customer engagement is one of the company's most valuable assets and deserves meticulous attention and oversight. Rollio not only meets SOC2 Type 2 standards but is also built on the Heroku platform, which is part of Salesforce.com, and has reliably passed the Salesforce Security Review, ensuring security for its users. Highlighting these features can further bolster the trust and confidence that clients have in your organization. Moreover, fostering a culture of continuous improvement and adaptation will ensure long-lasting success and client satisfaction.