List of the Top 25 AI Sales Assistants for Windows 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.

Store, sign, and secure your documents on Box, the leading Intelligent Content Management platform. Built for the AI-first era, Box simplifies your tech stack and conserves cost with one secure, end-to-end solution for the entire content lifecycle.

Drift is a conversational marketing and sales platform that enables businesses to engage website visitors through AI-powered chat experiences. The platform allows companies to replace static lead forms with interactive conversations that help capture and qualify leads in real time. Drift’s AI chat agents greet website visitors, answer questions, and guide potential buyers toward relevant information, meetings, or product demonstrations. By identifying visitors and analyzing engagement signals, the platform helps businesses recognize high-intent prospects and personalize interactions. Drift can also reveal valuable visitor data such as company details, location, and account history, giving sales teams better context for conversations. Once a visitor is identified as a qualified lead, the platform routes them directly to the appropriate sales representative or workflow. This immediate engagement helps shorten sales cycles and improves the overall buyer experience. Drift also provides detailed reporting and analytics that allow teams to track conversation performance, measure engagement, and attribute results to revenue outcomes. Marketing teams can use these insights to optimize their messaging and identify which conversations generate the most qualified leads. The platform integrates with CRM systems, sales engagement tools, and marketing automation platforms to ensure a unified revenue workflow. By enabling real-time communication with website visitors, Drift helps companies turn website traffic into meaningful sales conversations. Ultimately, the platform empowers marketing and sales teams to connect with buyers at the right moment and accelerate pipeline growth.

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.

Folk is a customer relationship management solution crafted to seamlessly cater to your requirements, providing a lightweight and highly customizable experience that is bolstered by advanced AI features. Its mail merge functionality allows you to easily dispatch personalized bulk emails from your own domain, effectively removing the cumbersome process of manual copying and pasting. With the launch of folkX, you can quickly and efficiently set up your CRM, making the task of collecting contacts for various initiatives such as prospecting, recruitment, and fundraising much simpler. Furthermore, folk offers over 4,000 integrations, allowing you to develop powerful automations with well-known platforms like Typeform, Webflow, Calendly, and Slack. Utilizing folk enables you to jot down notes whenever and wherever necessary, ensuring that you never overlook important details. This considerate approach not only optimizes your workflow but also fosters lasting relationships with your contacts throughout the years. As a result, folk empowers you to enhance communication and collaboration within your network, reinforcing the value of maintaining strong connections.

Enhance your engagement with healthcare professionals (HCPs) and optimize your commercial workflows by utilizing an all-inclusive Super App specifically tailored for edetailing and closed-loop marketing, which encompasses a wide range of functions from content distribution and sample management to multi-channel communication that complies with regulations. By effectively closing the feedback loop in your marketing and sales strategies, you can greatly improve your operational efficiency. This robust solution equips you to execute your strategic objectives with confidence. Elevate your interactions with HCPs and cultivate stronger customer relationships through personalized, targeted content that resonates. With advanced technology accessible wherever you are—be it at home, in the office, or traveling—you can integratively streamline your commercial activities. Pitcher offers diverse pathways and features designed to address the specific requirements of commercial representatives, medical science liaisons (MSLs), and key account managers (KAMs), ensuring that all roles receive adequate support. The adaptability provided by this Super App empowers you to navigate and succeed in a constantly changing market environment, making it an essential tool for modern healthcare engagement. Ultimately, leveraging such technology not only enhances productivity but also fosters innovation in your approach to HCP relations.

Ensure your team stays informed about sales transactions by utilizing Pipedrive's Dealbot, which enhances communication by seamlessly integrating with Slack. This innovative tool is ideal for facilitating teamwork among various members to close deals while also keeping the whole organization in the loop, as it automates alerts and updates. Sales professionals can easily notify their peers without the need to arrange meetings or draft lengthy emails, allowing for a more streamlined approach. With Pipedrive Dealbot, the entire team is ready to support efforts in clinching the next major sale. Moreover, users can perform a variety of functions using straightforward slash commands; simply type a / in any Slack conversation to unveil a comprehensive list of these useful commands, further optimizing workflow. This capability not only boosts productivity but also cultivates a collaborative atmosphere where every team member can actively engage in the sales process, ultimately leading to greater success. Additionally, the accessibility of these commands encourages team members to utilize the tool more frequently, reinforcing a culture of communication and teamwork across the board.

AskElephant is an advanced AI-powered platform that aims to boost the productivity of go-to-market teams by automating various workflows, which include essential tasks such as meeting preparations, CRM note-taking, and facilitating transitions among team members. Acting as a "second brain" that integrates with numerous applications, it brings together insights, streamlines routine tasks, and keeps users informed in a single, centralized interface. The platform features proactive insights and comprehensive summaries that support effective meeting preparation, alongside personalized coaching and analytical tools designed to enhance team interactions. Moreover, it provides customizable workflows tailored to specific sales methodologies, automating everything from note-taking and drafting emails to complex data analysis and reporting. Users can interact with their data through simple English queries, enabling the AI to swiftly pull relevant information from a rich pool of customer interactions. Additionally, AskElephant seamlessly integrates with many popular design and project management tools, fostering a smooth and efficient workflow experience for teams. This holistic approach not only conserves valuable time but also significantly improves collaboration and decision-making processes within organizations, ultimately driving better results and enhanced team performance.

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.

If you're in search of sophisticated email marketing software to enhance your communication with clients, members, and other target audiences, look no further than Spotler Mail+. This powerful tool simplifies the process of automating your email marketing efforts. With Spotler Mail+, you can effortlessly: >> Craft stunning emails >> Launch automated email campaigns >> Design templates that reflect your brand >> Create landing pages complete with forms >> And so much more to elevate your marketing game! Embrace the convenience and effectiveness of Spotler Mail+ to take your email outreach to the next level.

Sales forecasting and demand planning play vital roles in a company's marketing framework, allowing managers to assess potential market opportunities, allocate resources effectively, and track their organization's performance with both efficiency and effectiveness. Our Excel-based sales forecasting tool, Sales Controller, leverages historical sales information to uncover trends that can be extrapolated into future projections. The task of accurately forecasting, whether it pertains to sales or demand, can be quite daunting, especially as the planning timeframe stretches further ahead, which often results in diminished accuracy. However, even a well-informed estimate is significantly more advantageous than having no forecast whatsoever. Although trends based on previous sales data cannot guarantee future outcomes, Sales Controller equips you with a solid foundation to blend your own insights and judgment into the forecasting endeavor. By merging data analysis with your personal expertise, you can enhance decision-making processes and prepare more effectively for upcoming shifts in the market landscape. This approach not only improves strategic planning but also fosters a proactive mindset in navigating potential challenges.

Allego's integrated learning and enablement platform enhances sales effectiveness by merging content, education, and teamwork within a single application tailored for seamless work processes. This innovative solution allows teams to accelerate their onboarding process, communicate the most relevant messaging and materials, swiftly implement best practices, engage in more frequent coaching sessions, and foster improved collaboration with both their colleagues and corporate headquarters. By streamlining these essential functions, Allego ultimately contributes to a more productive sales environment.

The evolution of customer relationship management is set to emphasize user-friendliness at its core. By transforming sales methodologies and enhancing overall efficiency, this new approach utilizes clear prompts for clients, representatives, and account teams, all backed by an innovative Edge AI platform that emphasizes the needs of sellers. With three decades of expertise in CRM and enterprise software, Tact.ai delivers a flexible engagement model alongside state-of-the-art technology, positioning itself as the ideal partner for enhancing existing CRM systems while paving the way for a more manageable CRM environment that ensures future achievements. Tact Assistant takes seller priorities to heart by offering real-time insights, effortless data entry while on the move, proactive nudges, and significant productivity improvements—all integrated into a holistic user experience that elevates representative efficiency and promotes stronger CRM utilization and governance. This groundbreaking strategy not only leads to improved sales results but also equips teams to thrive in an ever-evolving competitive landscape, ensuring sustained growth and success. As businesses adapt to these advancements, they will find themselves better prepared to meet the dynamic demands of their customers.

Certainly is an innovative AI platform designed to enhance ecommerce and customer support through conversational AI technology. By leveraging this advanced system, businesses can provide exceptional experiences and drive substantial growth. Engaging in conversations with site visitors offers valuable insights that contribute to reduced product returns, decreased cart abandonment, and increased customer lifetime value. Certainly aims to empower enterprises by mimicking the capabilities of their most effective salespeople, thus improving user interactions. The Certainly Conversational AI software integrates effortlessly with all the platforms essential for managing business operations. This tool acts as a dynamic conversational interface across various functions, including customer service, sales, marketing, community engagement, human resources, and management, transforming each interaction into a smooth and relevant experience for users. If you're intrigued by how automated chat solutions can benefit your business, one of our specialists would be delighted to guide you through a customized Conversational AI chatbot designed specifically for your content, ensuring it meets your unique needs. Ultimately, this technology represents a significant step forward in enhancing customer engagement and satisfaction.

Neo functions as an AI-powered digital assistant aimed at optimizing your daily tasks, including arranging meetings, monitoring dashboards, and gathering information, among other capabilities. It serves as a conversational interface specifically designed for virtual enterprise assistance. By aiding both employees and customers in their routine activities and software interactions, Neo can be customized to align with distinct company workflows and tools. Users can interact with Neo using either voice commands or text inputs, offering a versatile approach to engagement. With Neo, users can request information from external systems and trigger a range of actions, effectively allowing for seamless communication with B2B software. The Neo Enterprise Assistant Platform facilitates the configuration and enhancement of Neo's features and integrations, ensuring it aligns with individual needs. This level of customization not only boosts productivity but also enhances efficiency across a variety of organizational tasks, making Neo an indispensable tool in modern workplaces. Additionally, its user-friendly design encourages widespread adoption among teams, further amplifying its impact on overall performance.

DaveAI is a full-stack Conversational Experience Cloud built to help enterprises deliver highly personalized digital interactions using artificial intelligence. The platform combines conversational AI, interactive avatars, and advanced visualization technology to create engaging customer journeys across multiple touchpoints. Businesses can deploy AI agents that assist users with product exploration, guided purchasing, customer support, and lead qualification. DaveAI integrates key AI technologies such as natural language processing, automated speech recognition, and speech generation to enable realistic conversations with customers. Its proprietary affinity engine uses machine learning to analyze user behavior and product attributes in order to recommend the most relevant actions or products. The platform operates on a flexible architecture known as GRYD, which combines small language models, large language models, and micro-agents to support different levels of AI intelligence. DaveAI’s middleware layer allows organizations to integrate multiple AI models such as GPT, Llama, Gemini, and Claude within a unified environment. Companies can deploy these AI experiences across websites, kiosks, messaging channels like WhatsApp, and edge devices. Interactive dashboards provide insights into user engagement, lead qualification performance, and overall customer journey effectiveness. The platform also supports enterprise-grade integrations with APIs and connectors to connect with existing business systems. Strong governance tools provide prompt management, brand safety controls, and data encryption to ensure secure AI deployments. With scalable infrastructure and multi-modal AI capabilities, DaveAI enables businesses to create immersive, intelligent customer engagement experiences across digital ecosystems.

Microsoft 365 Copilot for Sales combines the features of Microsoft 365 Copilot with a dedicated agent designed for specific sales roles, integrating seamlessly with your CRM system to provide essential sales insights and generative AI within your daily activities. This powerful integration enhances productivity by automating tasks such as writing emails, organizing meetings, and creating documents like pitch decks and meeting summaries, all within accessible platforms like Outlook, Teams, Word, PowerPoint, and Excel. Additionally, it improves customer engagement by delivering AI-generated summaries of emails and meetings, as well as offering real-time insights during Teams calls. Moreover, it streamlines workflow efficiency by enabling smooth information transfer between Microsoft 365 applications and your CRM system, including support for platforms like Salesforce Sales Cloud and Microsoft Dynamics 365 Sales. This innovative tool not only revolutionizes the sales process but also allows professionals to dedicate more time to nurturing relationships and closing deals, rather than getting bogged down by administrative tasks, thereby enhancing overall effectiveness in sales strategies. As a result, sales teams can achieve their targets more efficiently while leveraging technology to stay ahead of the competition.