List of the Top 6 AI Sales Assistants for Clio 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.

Kixie: Intelligent Calling and Texting Solutions for Revenue Teams Kixie serves as an AI-driven sales engagement platform designed to enable teams to connect more swiftly, secure additional deals, and grow seamlessly—all while maintaining a personal touch. 🔥 Outbound Sales: Elevate connection rates by as much as 400% through AI-enhanced Local Presence, Multi-Line PowerDialer, and Spam Risk Prevention. 🚀 Marketing: Streamline calls and texts for immediate follow-ups and impactful outreach—all without the hassle of manual processes. 📞 Inbound Sales & Customer Service: Manage a higher volume of calls with intelligent CRM-based routing, shared SMS inboxes, and instant auto-responses. 📊 Revenue Operations & Leadership: Access AI-generated insights, real-time coaching resources, and sophisticated analytics to enhance your team's performance. 💥 Transform your sales force today! Explore our website to begin your journey for free, with no credit card necessary, and discover the difference Kixie can make.

HubSpot serves as an AI-driven customer platform that combines all the essential software, integrations, and tools required to unify your marketing, sales, and customer support efforts. By utilizing HubSpot’s connected platform, businesses can accelerate growth by prioritizing the most critical aspect of their operations: customer engagement. The HubSpot CRM goes beyond being merely a tool; it is the core of your business operations. This CRM solution empowers your team to cultivate stronger relationships with customers, fundamentally changing how you communicate with them. It provides a seamlessly integrated environment for sales, marketing, and customer service, enabling deep insights into your customer interactions. Everything is neatly organized within an intuitive dashboard that boosts your team's productivity. As your business evolves, our platform is built to scale, offering adaptable solutions that cater to your changing requirements. Additionally, HubSpot CRM features a robust free version filled with vital functionalities, making it an excellent option for forward-thinking businesses. This innovative CRM is set to redefine customer management; every customer interaction represents a chance for growth and improvement. You can schedule a demo to explore our premium offerings, or you may begin using our extensive range of free tools right away.

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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.

HubSpot's AI-driven customer platform prioritizes your customers, empowering you to achieve more significant growth. It links your front-office teams by providing a comprehensive perspective on the customer journey, utilizing AI tools to ensure a smooth interaction with clients. This platform allows businesses to swiftly respond to emerging industry trends and technological advancements. Conventional CRMs fall short in fostering growth, as many aren't tailored to nurture customer relationships, a vital capability in today's AI-centric market where customers have the freedom to explore, assess, and make purchases at will. HubSpot's Customer Platform transcends traditional offerings by incorporating Smart CRM, which merges artificial intelligence with customer insights to facilitate adaptability. Additionally, it features solutions for engaging customers throughout their entire journey and boasts an extensive ecosystem that encompasses integrations, educational resources, and community support. Ultimately, this platform is meticulously crafted to enable businesses to forge deeper connections with their customers and accelerate growth effectively.