List of the Top AI Sales Assistants for Salesforce in 2026

Transform your business by employing a 24/7 AI Sales Development Representative, enabling you to access your total addressable market more quickly while effortlessly scaling your team without the usual hiring hurdles. Accelerate your growth by automatically generating a consistent stream of high-quality leads every day. Reach out to a wider array of potential customers with customized messaging that resonates. Optimize every facet of your outreach process, from identifying and researching leads to crafting personalized communications and scheduling meetings. With real-time access to potential buyers across the globe, Alice ensures that you focus on prospects who are most likely to benefit from your solutions right away. Furthermore, she provides insights tailored to your business needs, enhancing your outreach with AI-driven, research-backed information. Alice's ability to uniquely personalize communications outshines that of human representatives, significantly improving conversion rates through a more engaged approach. Additionally, she automates follow-up messages, guaranteeing continuous interaction with prospects and enhancing the overall effectiveness of your outreach strategy. By integrating Alice into your business approach, you not only boost operational efficiency but also forge stronger connections with your target audience, ultimately leading to sustained growth and success. This innovative use of AI technology positions your business at the forefront of customer engagement.

Fathom is an AI notetaking and meeting intelligence platform designed to help individuals and teams capture conversations, summarize key points, and move work forward faster. The platform records meetings, generates accurate transcripts, creates instant summaries, identifies action items, and sends updates so users can stay present during calls. Fathom supports both bot-based meeting capture and bot-free capture through its desktop app, giving users more flexibility in how they record meetings. Its AI summaries are available immediately after calls and can be tailored to team workflows and priorities. Ask Fathom lets users search across meeting history and ask questions about decisions, commitments, customer signals, risks, opportunities, and next steps. The platform also helps teams monitor key topics so important moments are easier to identify across conversations. Fathom is useful for customer calls, sales meetings, marketing discussions, customer success reviews, strategy sessions, internal syncs, and team workflows. Its integrations connect meeting notes and insights with tools such as Google Meet, Zoom, Microsoft Teams, Gmail, Slack, Salesforce, HubSpot, Notion, Asana, ChatGPT, Claude, Zapier, public APIs, and MCP workflows. Teams can use Fathom to create shared visibility across meetings so decisions and follow-through are not lost between calls. The platform supports enterprise requirements with SOC 2 Type II, GDPR, HIPAA compliance, SSO, and SCIM. By combining AI meeting notes, bot-free capture, transcripts, summaries, action items, topic monitoring, search, integrations, and compliance, Fathom helps teams reduce admin work and turn conversations into measurable progress.

D&B Hoovers provides reliable business insights that enhance AI-driven sales processes. By integrating company information, contact details, purchasing indicators, significant events, and contextual account data, this platform empowers sales teams and AI applications to identify prospects, focus on key accounts, and take more informed actions. With D&B Hoovers, users can transition from gaining insights to executing strategies with increased efficiency and assurance.

Bigly Sales offers your sales team an innovative AI-powered assistant that takes charge of phone interactions. These AI voice agents reach out to both new and existing leads, evaluating them based on your specific criteria, addressing inquiries, scheduling meetings directly on your calendar, and smoothly transferring interested buyers to a sales representative—all while documenting the conversation with transcripts, recordings, and updates sent back to your CRM. Utilizing advanced language models like Claude and ChatGPT, Bigly crafts effective scripts, tests them in real-time calls, and retains the highest-performing versions. Through the Bigly Sales MCP server, you can easily manage operations by simply asking Claude or ChatGPT to engage leads in active campaigns, monitor call usage, retrieve summaries, or find out which contacts expressed interest in a demo today. The system takes care of compliance checks, local presence numbers, and campaign configurations, with subscription options starting as low as $99 per month.

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.

Apollo is a unified AI sales platform designed to support prospecting, outbound engagement, inbound conversion, data enrichment, and deal execution across the revenue lifecycle. The platform is built around Apollo Data, a large B2B information network containing company and professional contact information used for targeting, research, and enrichment. Sales teams can search for prospects using advanced criteria, access verified contact details, build account lists, and prioritize potential buyers based on fit and intent signals. Multichannel engagement tools support automated email sequences, calling, follow-ups, task management, meeting scheduling, and workflow automation. Email deliverability features provide guardrails intended to help teams manage outbound sending practices and protect campaign performance. For inbound sales, Apollo can identify website visitors, capture and qualify leads, enrich incoming data, and route prospects to the appropriate sales representatives. Data enrichment tools can fill missing fields, refresh existing CRM records, and help maintain more accurate company and contact information across the sales stack. Deal execution capabilities include call recording, conversation intelligence, meeting preparation, follow-up assistance, sales coaching, pipeline management, and performance analytics. Apollo’s AI Assistant helps automate prospect research, messaging, prioritization, and other time-consuming sales activities, while Apollo MCP can extend selected platform capabilities into compatible AI environments. The platform also provides integrations, APIs, a Chrome extension, lead scoring, dialer functionality, reporting, and workflow tools that can replace several separate sales applications. Apollo is designed for sales development representatives, account executives, marketing teams, revenue operations professionals, sales leaders, and founders that want a connected platform for building pipeline and managing revenue activity.

SalesTarget.ai — The Complete Sales OS for Modern Outbound Teams Prospect smarter. Reach further. Close faster. SalesTarget.ai brings together data intelligence, multichannel outreach, and pipeline management into one unified platform — purpose-built for B2B companies, agencies, and revenue teams tired of juggling disconnected tools. The Intelligence Engine sits at the heart of the platform, giving teams instant access to 840M+ contacts, 150M+ business profiles, 4,000+ data attributes, and insights from 50+ top-tier data providers. Pinpoint the right buyers with firmographic, technographic, and behavioural filters — then act on live intent signals before your rivals even know a deal is in motion. Everything you need, under one roof: Email Outreach — run high-converting campaigns with smart scheduling, inbox warm-up, spintax, and a centralized inbox optimized for deliverability Power Dialer — auto-work through call queues straight from your CRM, eliminating manual dialing and keeping every conversation tracked LinkedIn Automation — engage prospects via connection requests, InMail, and profile touches as part of a coordinated multichannel sequence Email Validation — verify contacts before sending to protect your domain reputation and slash bounce rates Built-in CRM — manage deals, log calls, assign tasks, and align your team without leaving the platform AI Co-pilot — prospect, sequence, and report across the entire workflow using plain-language chat commands One connected system. Zero tool-switching. Infinite scale.

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.

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.

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Dialpad Connect is an advanced, AI-powered customer communications platform designed to unify voice calls, video meetings, and team messaging into a single, intuitive experience that enhances productivity and customer satisfaction. Its intelligent features include real-time call transcription, automated voicemail transcription, AI-generated conversation summaries, and actionable recommendations that keep users focused and informed during every interaction. The platform integrates seamlessly with a wide array of popular business tools such as Salesforce, Zendesk, Microsoft Teams, Google Workspace, and Hubspot, enabling organizations to streamline workflows and centralize communication data. Built on a robust dual-cloud infrastructure, Dialpad Connect delivers enterprise-grade reliability with 100% uptime SLA, comprehensive disaster recovery, and 24/7 customer support. It meets strict security and privacy standards, including GDPR, HIPAA, SOC 2, ISO certifications, and LGPD compliance, ensuring sensitive data is well protected. Dialpad’s AI capabilities extend to providing live coaching to agents during calls, facilitating better sales outreach, and offering real-time analytics to boost operational efficiency. The platform caters to businesses of all sizes, from startups to global enterprises, helping them transform their communication strategies. Dialpad Connect simplifies complex communication needs into a unified platform that supports inbound and outbound contact centers, cloud phone systems, and virtual collaboration. Its flexibility and scalability allow organizations to adapt and grow while maintaining exceptional customer experiences. Ultimately, Dialpad Connect turns everyday conversations into actionable insights that drive business growth.

Transform your business by implementing AI-powered automation that increases revenue, improves decision-making, and lowers costs. The platform's user-friendly design simplifies data processing, and its compatibility with Salesforce guarantees a smooth integration experience. Enjoy a rapid deployment in under an hour, which streamlines the onboarding journey for your team. Effortlessly connect ChatGPT to extract valuable insights from your Salesforce data, empowering your business to thrive confidently while staying within Salesforce's governor limits. GPTfy supports growth while ensuring compliance, even when handling large volumes of data. It securely anonymizes and transmits essential information from Salesforce to ChatGPT and other AI systems for analysis, returning results directly in Salesforce. This capability enables your sales, marketing, customer success, and other teams to fully utilize AI-driven automation for enhanced performance. By leveraging AI technology, businesses can not only make data-driven decisions but also foster a culture of innovation that propels them forward in today's competitive landscape. Embracing these advancements is crucial for long-term success and sustainability in a rapidly evolving market.

Jiminny stands out as a premier Conversation Intelligence platform that captures and evaluates vital market insights through video, voice, and email communication. Utilizing advanced AI technology, it streamlines data entry into CRM systems, thus freeing up valuable time for your team and enhancing overall productivity. This allows revenue teams to concentrate on smarter selling techniques, leading to accelerated growth and a higher number of closed deals. The platform features an intuitive design and provides actionable insights, enabling managers to successfully nurture their teams while allowing executives to make informed, data-backed decisions with confidence. Users experience tangible ROI within just six months, thanks to a smooth onboarding process and an easy-to-navigate interface. By harnessing Jiminny's capabilities, your business can turn conversation intelligence into a significant catalyst for revenue advancement and long-term success.

ZoomInfo stands out as a premier business intelligence platform that equips companies with extensive data and insights regarding other businesses, professionals, and prevailing market trends. By offering in-depth profiles, contact details, and firmographics for millions of organizations and key decision-makers, it enables firms to refine their sales, marketing, and recruitment strategies effectively. Utilizing AI-enhanced analytics and data mining techniques, ZoomInfo provides practical insights that empower businesses to discover new opportunities, streamline their outreach efforts, and make well-informed decisions. The platform's features for lead generation, account management, and sales prospecting make it a favored choice among sales and marketing teams seeking to boost growth, enhance targeting, and improve customer engagement. Furthermore, its user-friendly interface and robust data offerings ensure that companies can stay ahead in today's competitive landscape.

Looking to book more sales meetings without hiring more reps? Buzz.ai automates outbound end to end: lead sourcing and data enrichment, personalized copy written by AI, and multichannel campaigns over LinkedIn, email and calls. The AI Employee follows up on responses and schedules demos for you. Works with HubSpot, Salesforce and Pipedrive. Free to start, with Core at $79 a seat per month.

Salevant.ai is an innovative AI-driven meeting assistant specifically designed for the real estate sector. It efficiently evaluates buyer interests, takes detailed notes, and meticulously tracks the effectiveness of real estate agents. Utilizing WhatsApp voice notes, Salevant.ai captures client conversations and extracts essential insights from each meeting. The platform is capable of identifying buyer preferences, analyzing their tone, and assessing their interest level in various properties. Additionally, it reviews the skills and performance of real estate agents, allowing for easy tracking through an intuitive dashboard. The dashboard is equipped with customizable filters based on agents, buyers, or properties, and it offers a thorough history of interactions along with in-depth analytics. Furthermore, Salevant.ai integrates effortlessly with your CRM and existing databases, ensuring that all your information remains up-to-date and easily accessible for your real estate needs. By leveraging this technology, real estate professionals can enhance their engagement strategies and ultimately drive sales.

Gong is a powerful AI-driven revenue platform designed to help businesses consolidate their revenue processes and refine their engagement strategies. By seamlessly integrating with current CRM systems, it delivers comprehensive customer insights, precise forecasting, and enhanced sales performance. The platform empowers teams by providing analytical intelligence on customer interactions, reducing repetitive tasks, and boosting overall productivity. With innovative features such as Gong AI and the Gong Data Engine, organizations can optimize their operations, elevate sales training, and achieve better business results. Additionally, Gong’s focus on data utilization ensures that teams can make informed decisions to drive growth.

At the heart of revenue management is a sophisticated system that guarantees every revenue signal is captured effectively. By ensuring that relevant data reaches the appropriate individuals exactly when and where it is needed, you enable them to perform at their best. Staying updated on crucial events, whether it's tracking potential leads, finalizing deals, or managing customer inquiries, is of utmost importance. Equipping your team with essential insights and guiding them toward optimal actions is vital for success. Moreover, integrating your workflow with existing platforms like Slack and MS Teams can facilitate smooth searching, accessing, and modifying of your CRM data. It's important to grasp key metrics, oversee team activities, and provide coaching when necessary, alongside evaluating performance and the effects of critical initiatives. Troops offers instant notifications regarding events that could significantly affect revenue, making it easier for teams to identify and implement the right responses quickly, regardless of the device they are using, thus enhancing overall performance. Additionally, Troops efficiently automates repetitive tasks for customer-facing teams, freeing them up to devote more time to interactions with clients and prospects, which ultimately leads to improved satisfaction and success through a greater emphasis on nurturing relationships. This enhanced focus on building connections not only fosters loyalty but also drives sustainable growth for the organization.

Develop a comprehensive understanding of the elements that drive your team's success. By monitoring the progression from lead to opportunity and from cross-selling to renewals, over 10,000 businesses have effectively mitigated risks, explored new growth pathways, and expedited their revenue generation. Seamlessly align deal activities and engagement metrics to obtain a holistic perspective of your sales operations. It is essential to understand that the data surrounding activities is a key indicator of sales effectiveness. Our platform automates, integrates, and records all team actions directly within your CRM system. Discover the specific measures your sales representatives have undertaken, pinpoint any overlooked steps, and evaluate the responses from prospects, empowering you to achieve more consistent and predictable results. Understanding the unique strategies of your top achievers has never been easier. Document, transcribe, and analyze every customer interaction throughout the sales journey. Gather insightful transcripts, significant phrases, trends, and durations of conversations. By integrating conversation analytics with detailed activity monitoring and sophisticated machine learning, you can refine all dimensions of your business, including forecasts, reporting, product development initiatives, and beyond, ultimately fostering long-term success. This in-depth strategy not only prepares you to navigate evolving market dynamics but also ensures the continuous enhancement of your team's effectiveness. Furthermore, this ongoing improvement will enable your organization to remain competitive and responsive to future challenges.

Klenty is an AI sales engagement platform that helps sales teams automate outreach, increase connect rates, and create more qualified pipeline through multi-channel prospecting. The platform is built to keep sales reps focused on conversations while AI handles dialing workflows, follow-ups, account research, personalization, email deliverability, CRM updates, and administrative work. Klenty supports outreach across phone, email, text messaging, cadences, and other sales channels so teams can reach prospects wherever they are most active. Its Parallel Dialer allows reps to call up to five prospects at once and execute up to 350 calls per hour while AI manages voicemail detection, IVR detection, and note-taking. The Power Dialer lets teams dial through lists sequentially in one click, helping reps increase volume while maintaining control over conversations. Klenty’s Agentic Cadences research accounts, create personalized emails, and improve older templates so outbound sequences feel more relevant to each prospect. The List Builder allows users to describe their ideal customer profile in natural language and receive a pre-validated set of matching accounts. SDRx, Klenty’s AI account research capability, studies more than 150 data sources to identify business priorities and generate tailored value propositions for outreach. The platform also includes email warmup, inbox rotation, sender reputation monitoring, inbox health tracking, and deliverability tools that help protect outbound performance. Klenty’s AI talk track tables help sales managers coach reps to follow proven call methodologies and identify areas for improvement. With deep CRM integrations, reporting, sales dialer features, and AI-powered workflow support, Klenty helps outbound, inbound, and account-based sales teams work faster, personalize better, and close more opportunities.

Customize your cold email outreach, simplify your follow-ups, and effortlessly engage with prospects across various platforms using lemlist, your comprehensive tool for sales automation and cold emailing. Whether your team consists of just two members or scales to 200+, lemlist effectively meets the demands of outreach automation without hassle. Increase your response rates by addressing each prospect on a personal level, crafting unique introductory lines and compelling calls-to-action. Seamlessly add personalized visuals, including screenshots and company logos, to enhance your email presentations. Design interactive landing pages and embed videos to boost engagement further. Launch impactful cold email initiatives, send follow-ups that resonate on a personal level, and discover new business prospects. Enhance your ability to close deals by automatically connecting with leads across multiple channels. With a single click, initiate cold calls and reach out to potential clients. Utilize customized tasks and implement social selling techniques. Work collaboratively with your team and quickly assess the progress of each lead’s journey, fostering a more streamlined and effective outreach strategy. This holistic approach not only improves your engagement but also significantly boosts your overall sales performance.

Spekit is a modern sales enablement platform that brings sales content and learning together, activating reps in their flow of work with **AI Sidekick**, the most contextual Just-in-Time Sales Assistant™. AI Sidekick taps contextual AI agents across CRM, call intelligence, Gong, and email to interpret a rep’s exact situation, then delivers tailored coaching, messaging help, answers, and training. Reps prep for calls, follow up, and spin up focused Deal Rooms and buyer journeys faster, improving execution, strengthening relationships, and shortening ramp. The Just-in-Time Enablement model is anchored by end-to-end sales content management that blends the strengths of DAP, KMS, CMS, and LMS. A single repository with AI editing, governance, and built-in change management stops content decay and keeps messaging aligned. In addition to AI-driven automation and delivery, Spekit offers granular analytics on usage and buyer engagement so teams can refine strategy and tie programs to revenue.

Aissist.io is a Hybrid AI Workforce that uses Digital Agents to complete full workflows from beginning to end. Instead of producing suggestions or drafts, Aissist takes action within your existing tools. Digital Agents tag conversations, respond to customers, follow up, update records, escalate issues to the right person and document the final outcome. The workload your team normally performs is now handled automatically. Companies use Aissist to scale operations without increasing headcount. Customers report 83% automation, 2x performance at 50% cost, and a 4.8+ CSAT rating when Digital Agents handle repetitive tasks. Aissist enables teams to protect margins, speed up response times and turn operations into a growth driver instead of a cost center. Aissist learns from your knowledge base, training material and historical conversations so it begins performing work quickly. There is no flow building or logic mapping. Aissist understands text, images, video and voice, works across chat, email, social, SMS and WhatsApp and connects to internal systems through public APIs. This creates a seamless workflow where humans focus on strategic work and Aissist handles the busywork.

Say goodbye to fragmented customer interactions. 1mind integrates the expertise of your go-to-market teams into intelligent, flexible AI assistants that handle everything seamlessly. This technology not only enhances efficiency and productivity but also nurtures meaningful connections, delivers outstanding experiences, and drives business growth. Overseeing every stage of the customer journey, 1mind manages tasks from lead qualification and sales to training, customer support, and technical help. With a lifelike appearance, voice, and a nimble real-time cognitive capability, 1mind can engage in Zoom meetings, deliver presentations, lead sales dialogues, and offer tailored demonstrations—all instantly and across nearly any platform. Customers can access immediate and accurate responses to their questions at any time and from anywhere, eliminating the need for scheduling or navigating through various team members. Moreover, 1mind transforms the buying process, ensuring it is seamless and enjoyable for clients while simultaneously boosting profitability for businesses. The advanced functionalities of 1mind empower companies to stay ahead in today's rapidly evolving market landscape, proving to be an invaluable asset for sustainable growth.

Heyday offers a Conversational AI platform specifically designed for the retail industry, merging advanced AI capabilities with a personal touch to ensure exceptional customer experiences. This online sales assistant operates around the clock, effectively capturing, engaging, and converting potential leads. By integrating with your product catalog, Heyday customizes customer interactions on your website, delivering personalized search results and recommendations. Your staff will only be alerted when customers are prepared to finalize their purchases, enhancing efficiency. With AI at its core, Heyday cultivates an unparalleled personal shopping experience for users. If you find yourself overwhelmed by repetitive customer service inquiries, Heyday's robust Conversational AI technology can streamline these requests, freeing up your team's time for more valuable interactions. Consequently, this allows your associates to concentrate on meaningful customer conversations while the chatbot manages the routine tasks seamlessly. Embracing Heyday can transform the way you approach customer service in your retail business.