Using AI sales software can help you discover and reach out to more leads while reducing manual processes.
If you’re looking for a sales automation platform, Lindy.ai is the most versatile, Reply is great for rapid communication, and Momentum works well for feedback on your sales strategy.
Read on to learn more about:
- What AI sales automation is, how it works, and some challenges
- A TL; DR list of our top 10 AI sales tools
- How we selected the tools on our list
- An in-depth overview of each platform with features, pricing, and more
- How to select the best AI platform for your needs
- Some FAQS and why you should choose Lindy
Let’s now discuss what AI sales automation is and how it works.
What Is AI sales automation?
True to its name, AI sales automation integrates AI-powered tools for all stages of the sales process. This starts with business intelligence and lead generation. Then, the platform can automatically contact leads for qualification and scoring and use predictive analytics to optimize customer interactions, boost conversion rates, and improve sales pipeline management.
When you adopt an AI sales automation platform, you’ll free up marketing and business development tasks. This provides your team with more time to focus on building relationships with prospects and closing more deals.
How AI sales automation works
Most AI sales tools can facilitate nearly every stage of the sales pipeline. Here are the major tasks that these platforms execute:
Lead generation, qualification, and scoring
An AI sales platform can help you start campaigns by identifying high-potential leads. This can be done by commanding your AI to find specific roles and businesses by scraping databases like People Data Labs.
Your AI sales tool can also compile lead information from website forms, chatbot interactions, email and social media communication.
But your sales automation platform won’t stop at lead generation: You can instruct it to qualify each lead using your own custom criteria, such as your leads’ roles, the company’s purchasing habits, or anything else. Command your platform to score the leads so you can prioritize how you approach each one.
Outreach and connection with AI-powered personalization
You’ll be able to optimize your AI platform to engage each lead with a specific degree of personalization. The platform you choose should be able to tailor every point of communication based on information you’ve gleaned about the lead, behavior, and past interactions.
AI-driven communication can also dynamically adjust your message’s tone, content, and timing. This can help maximize engagement, ensuring that each prospect receives relevant and compelling communication at every touchpoint.
Lead nurturing and multichannel communication
Once you’ve started the sales process, most leads will need some nurturing before purchase. Solid AI sales automation platforms will provide tools that organize the information your leads provide whether by syncing it to a CRM platform or storing it in a database.
Then, you could use an AI writer to use that information to personalize emails at scale. The best platforms let you integrate with various communications tools, such as email, social media, and even Slack to allow you to send personalized messages almost anywhere.
AI-assisted closing
At any point in the exchange between your AI platform and leads, you can give the lead the option to set up a meeting with a human sales rep by integrating with Calendly or Google Calendar.
A sales rep can be notified once your lead selects a meeting time. Your AI software can also enrich the lead and share the info with your rep about the lead. This could include the products they are interested in and anything else gleaned from the conversation.
Importantly, AI sales software can harvest data about the lead’s behavior. This includes response time, number of touches, products they're interested in, and many other metrics you wish to track, depending on the platform they choose.
What are the challenges of AI sales automation?
While AI sale automation platforms bring many benefits, they’re a long way from attaining R2D2 status. Here are some of the common issues:
- Limited emotional intelligence: While AI sales platforms can excel at processing and transferring data, identifying patterns, and automating repetitive tasks, they lack the emotional intelligence that human sales representatives bring to customer interactions.
- Compliance issues: AI platforms face a challenge in complying with legal and regulatory frameworks, especially in industries handling sensitive customer data. Those engaging in automated cold calling and email marketing must comply with the Telephone Consumer Protection Act (TCPA) and CAN-SPAM Act, and platforms storing medical data and financial data must be HIPAA and SOC 2-compliant, respectively.
- Integration complexities: While most platforms have native integrations that let you transfer data to and from your AI platform and a few third-party applications, connecting to certain apps could require API knowledge. This involves some legwork on your behalf (unless you’re a techie). To avoid this, pick a platform like Lindy that comes prepacked with loads of native integrations.
The best AI sales automation tools: At a glance
- Lindy: Most Versatile
- Reply.io: For Providing Rapid Feedback
- Momentum.io: An AI Sales Coach
- UpLead: A Simple, No-Frills Platform
- Manychat: For Direct Message Social Media Leads
- Regie.ai: Striking the Balance between AI agents and Human Reps
- Gong.io: For Sales and Accounts Receivable
- Apollo.io: Best End-to-End Platform
- Braze: Great for B2C
- Trellus: Great for Getting Phone Leads
How we chose the best AI sales automation tools
A good AI sales automation platform should include several baseline functionalities. These aim to accelerate lead-generation processes, capture more data, and close deals. Here are the important features to look for in any AI sales automation platform:
AI-powered automation
Large language models (LLMs) allow your sales automation platform to scan databases and harvest leads, craft personalized messages and emails, and even speak over the phone in the voice of a chipper sales representative.
Top-notch AI sales platforms offer a variety of LLMs (like GPT-4o, Claude 3.5 Sonnet, and Gemini 2.0) and let you pick the one you like the most. The tools can use machine learning, natural language processing, and predictive analytics to optimize lead generation, qualification, and follow-ups, ensuring sales teams focus on high-value opportunities.
Integrations
You probably already use several third party applications: CRM software like HubSpot, Gmail and Google Calendar for scheduling, Airtable for a database, and many others.
You’ll want to ensure that your AI sales automation platform easily integrates with the software you already use. This allows you to transfer data seamlessly between each platform, keeping you and your team updated in real time.
Sales performance impact
By automating time-consuming tasks like lead qualification, email outreach, and follow-ups, sales teams can focus on high-value interactions rather than administrative work. AI can do this work for you, helping sales representatives engage with the right prospects at the right time.
AI also amplifies lead conversion rates by personalizing communication based on real-time data insights. You can nurture prospects more effectively using tools like chatbots, predictive analytics, and conversation intelligence.
Scalability & pricing
Scalability and pricing are critical factors for most businesses. A high-quality platform should offer pricing tiers accessible to companies of all sizes and features that scale to meet growing sales needs.
For small teams, affordability is key. The best AI sales tools offer cost-effective plans with essential features like automated outreach, lead scoring, and CRM integration without unnecessary add-ons that drive up costs.
Growing businesses and enterprises need a platform that can scale. AI tools must support larger sales teams, handle increased lead volumes, and integrate with complex sales workflows — all at a reasonable price.
We also considered these factors:
✔ Omnichannel capabilities: Today, most people and businesses looking to make a purchase engage on various channels — email, phone, social media, live chat, and messaging apps. The best AI-driven sales solutions cover these, allowing you to manage and automate conversations in one centralized platform.
✔ AI-generated insights: The best AI sales automation tools analyze vast amounts of customer interactions, behavioral patterns, and historical sales data to provide real-time recommendations that improve decision-making. Then, the AI platform should extrapolate insights, metrics, and analytics, helping you set KPIs and track your progress toward goals.
✔ Regulatory compliance: With increasing regulations around data privacy, marketing communications, and consumer protection, AI-powered sales tools must integrate compliance safeguards to prevent legal risks. Outbound calling AI must comply with the Telephone Consumer Protection Act (TCPA).
If your sales platform deals with medical data, it must be HIPAA-compliant — platforms that handle payments and sensitive client data must be SOC 2 compliant.
10 best AI sales automation platforms for 2025
Let’s dive into the main course of this article with reviews about the top platforms. Check out how these apps can help automate your sales tasks:
#1 Lindy: Best overall
Lindy.ai is a sales automation platform that allows non-technical users to build AI agents called “Lindies.” They can handle lead-gathering, enriching, outreach, meeting scheduling, and almost any other sales tasks you throw at them.
There are plenty of prebuilt templates and a no-code interface, so it won’t require a programming degree to automate your sales tasks.
Features
- Build a Lindy that can handle your inbound and outbound calls. Command it to extract data from every conversation and organize it in a database in Airtable or Google Sheets.
- AI lead generation starts with gathering leads and Lindy simplifies the process. You’ll be able to search extensive databases like People Data Labs, scrape leads, and reach out to them.
- You’ll also be able to enrich your leads by aggregating information about them from different sources, such as web searches, LinkedIn, and data gleaned from meetings.
- Create a Lindy to serve as your website’s chatbot. It can answer lead questions and gather key information, then organize it in your database and CRM, so your reps can focus on closing deals.
- Lindy offers helpful integrations with tools like Airtable, HubSpot, and Google Spreadsheets and many others, which lets you transfer data between your apps and your Lindies with a couple easy clicks.
- Lindy can serve as your personal sales coach. It can listen to your sales calls and provide you with actionable feedback, such as improving your tone or offering more dense information, to help you close more deals.
Ideal users
Lindy is ideal for sales teams of all sizes. Because the platform is customizable and doesn’t require programming or technical skills, it’s accessible to nearly any sales professional.
Pricing
Get started with Lindy for only $49/month. Lindy has a $299/month version that provides enough power and scalability for enterprises and businesses experiencing rapid growth.
The Bottom Line
Because it combines a no-code interface with strong AI capabilities, Lindy is the most versatile sales automation solution on our list.
#2 Reply: For providing rapid feedback
Reply.io is an AI-powered sales engagement platform designed to streamline outreach, automate lead generation, and bolster your sales performance.
Features
- Reply’s AI-powered multichannel engagement automates sales outreach across email, LinkedIn, WhatsApp, SMS, and calls. Create conditional sequences that adapt based on lead engagement, ensuring follow-ups happen at the right time.
- You’ll get an advanced email deliverability suite, helping keep your emails out of your target’s spam folders. To help ensure your emails don’t get passed up, you’ll get perks like email warm-up, Google Postmaster integration, and AI-generated unique emails to support a higher open and reply rate.
Ideal users
The platform is ideal for B2B sales teams of all sizes. Additionally, marketing and lead gen agencies benefit from customizable workflows, client dashboards, and automation tools that make managing multiple campaigns easy.
Pricing
For $59/month, you can make up to 1,000 monthly contacts and get email automation features. The $99/month per user provides 5 mailboxes per user and unlimited monthly contacts.
The Bottom Line
While Reply is a powerful AI-driven sales automation tool that simplifies outreach, the mid-pricing plans might get expensive for small businesses, as the lowest pricing tier only allows for 1,000 monthly contacts.
#3 Momentum: An AI sales coach
Momentum is an AI-powered sales intelligence platform that eliminates manual data entry. It’s designed to integrate seamlessly with existing CRM systems and extract key data points, helping you make faster, data-driven decisions.
Features
- Momentum’s Autopilot Classic, a flagship feature, analyzes every customer conversation instantly and automatically updates CRM fields. This ensures that all relevant deal insights are captured, structured, and available in real time.
- Another feature, AI Signals, automatically extracts high-value insights from sales conversations and delivers them via Slack or CRM. Then, your team can create custom alerts that listen for key deal conditions, customer feedback, and competitive mentions, ensuring that only relevant insights are shared across teams.
Ideal users
Momentum is great for mid-sized to large enterprise sales teams that need accurate CRM data, automated insights, and predictive deal intelligence.
Pricing
For $69/month per user, you’ll be able to automate email follow-ups and get access to Autopilot Classic. The $99/month per user version gives you unlimited AI alerts, such as telling you when a high-value lead is interested in a deal, and an unlimited number of analytics reports.
The Bottom Line
While Momentum provides exceptional automation and CRM integration, it might require higher than average customization time, especially for larger teams that handle highly unique sales workflows.
#4 UpLead: A simple, no-frills platform
UpLead is a prospecting platform that provides highly accurate contact data for sales teams. It lets you build prospect lists, find decision-makers, and engage with leads effectively.
Features
- The platform offers a database of over 160 million B2B contacts, updated in real time for accuracy. UpLead also verifies emails on the spot, significantly reducing bounce rates. You’ll also get over 50 search filters to refine lead lists based on company size, industry, revenue, location, and technology stack.
- Beyond standard contact information, UpLead offers advanced intent data, helping you target prospects actively searching for their solutions. It identifies buying signals, so your sales teams can prioritize leads most likely to convert.
Ideal users
UpLead is perfect for sales and marketing professionals in mid-sized businesses and beyond. The platform offers cost-effective pricing, while enterprise sales teams leverage its integrations and intent data to refine their outbound strategies.
Pricing
Get one user seat for $99/month, and get access to phone numbers and verified emails. The $199/month plan allows for advanced search filters and integrations with SalesLoft and Outreach.
The Bottom Line
While it offers great lead-gen features and a large database, UpLead might not have as many automation features as other platforms on this list.
#5 Manychat: For direct message social media leads
Manychat enables brands, eCommerce stores, and content creators to capture leads, boost engagement, and increase sales by engaging their social media audience.
Features
- Manychat converts Instagram interactions into meaningful sales opportunities. The platforms provide automated responses to ensure every comment, DM, and story reply receives instant engagement, reducing response times and increasing conversions.
- Accelerate your WhatsApp and Messenger marketing by handling customer inquiries, product discovery, and order tracking in real-time. With minimal manual effort, you can set up automated responses, deliver promotional offers, and engage customers.
Ideal users
Manychat is an essential tool for digital marketers, eCommerce stores, and agencies that heavily rely on popular social media platforms for customer engagement and lead generation.
Pricing
Starting at $15/month, you’ll get CRM integrations and automated posting and direct messaging for up to 3 users. Larger companies can get similar automations but with unlimited seats. Manychat charges a per-user engagement fee — you can engage up to 500 on the $15/month plan.
The Bottom Line
While Manychat is ideal for engaging with and converting social media leads, it doesn’t have much functionality away from social media platforms.
#6 Regie: Striking the balance between AI agents and human reps
Regie is designed to streamline and improve the prospecting process for sales teams by integrating artificial intelligence with traditional sales workflows.
Features
- You’ll get AI agents that autonomously source and enrich your leads, eliminating the manual effort typically required by sales representatives. Your agents can engage leads across multiple channels, including email, phone, and social media, adapting their messaging based on real-time interactions.
- Regie’s AI Co-Pilot assists sales representatives in crafting personalized messages by conducting prospect research. This Chrome extension integrates seamlessly with sales email inboxes, LinkedIn, and CRM systems, allowing quick and easy access.
Ideal users
Regie is an enterprise-level platform, so it only caters to sales teams from large organizations like Fortune 500s and multinationals.
Pricing
Regie pricing starts at $35,000/year, but the exact price you pay depends on specific tasks the platform will execute for your business. You’ll need to contact their sales team for more info.
The Bottom Line
Regie is a robust option for enterprises with complex sales needs, but it’s probably too expensive for small and medium businesses on a budget.
#7 Gong: For sales and accounts receivable
Gong is a revenue intelligence platform that uses artificial intelligence to transform sales and revenue operations.
Features
- Gong features its own engagement platform to automate sales processes by eliminating redundant tasks. It enables personalized outreach and helps build a sales pipeline.
- Utilizing over 300 unique signals from customer interactions and historical data, Gong’s revenue forecasting tool delivers precise sales forecasts. It allows your accounts receivable team to make confident projections and identify specific actions needed to meet targets.
Ideal users
Gong appeals to businesses of all sizes and in nearly any industry who want to make educated guesses about their revenue targets.
Pricing
Gong’s pricing starts at $1,050 yearly. Since your total price will depend on your team’s size, contact Gong directly to get customize pricing information.
The Bottom Line
Although Gong's pricing is customized and could be more expensive than comparable platforms, it delivers loads of value through improved forecasting accuracy and bolstered sales engagement.
#8 Apollo: Best end-to-end platform
Apollo is an end-to-end sales and marketing funnel with its own CRM system. It provides the convenience of combining your pipeline and current customer accounts.
Features
- You’ll get access to a large database of millions of potential leads, their companies, roles, and contact information, giving you a leg up in prospecting.
- Apollo can automate CRM tasks and enrich customer data from sources like email, voice recording, and messaging, ensuring that your whole team is on the same page when it comes to executing urgent jobs.
Ideal users
Apollo is ideal for startups and small businesses that need to develop leads and create a CRM. Medium-sized businesses can use Apollo to perfect their CRM processes and keep everything in one easy-to-find place.
Pricing
Pricing starts at $59/month per user, giving you full access to the lead database. For $99/month per user, you’ll get a feature that allows you to make outbound calls directly from.
The Bottom Line
Although it’s a powerful all-in-one funnel + CRM platform, the per-user cost can get expensive, especially for smaller businesses.
#9 Braze: Great for B2C
Braze is a customer engagement platform designed to help you create meaningful connections with your audience through personalized, cross-channel marketing methods.
Features
- You’ll get integrations across multiple channels, including email, push notifications, in-app messages, and SMS. This ensures that brands can reach their customers wherever they are, providing a consistent and unified experience.
- Braze AI offers predictive analytics and optimization tools that help you understand customer behavior, predict future actions, and tailor communications accordingly. This leads to more effective campaigns and improved ROI.
Ideal users
Many large businesses engaged in B2C will find Braze’s features useful, as the platform provides features for delivering personalized experiences that appeal to individuals.
Pricing
You’ll need to contact Braze’s sales department to get pricing, as it is not published on their website.
The Bottom Line
Braze provides robust features that cater to the needs of large enterprises, aiming to amplify customer relationships and drive growth. However, the platform's pricing may put the platform out of reach for smaller businesses or those with limited budgets.
#10 Trellus: Great for getting phone leads
Trellus AI is a cutting-edge platform designed to revolutionize phone sales processes through AI and automation.
Features
- Trellus provides a parallel dialer that you can embed directly within your existing sales platform. This functionality dials up to 5 lines simultaneously, which you can operate with voice bots, drastically increasing call output.
- AI agents can handle your inbound calls, freeing up your human resources to focus on their leads.
- Read into detailed analytics that track key performance indicators, call outcomes, and individual rep effectiveness. Use this data to identify areas for improvement, recognize top performers, and make informed decisions to drive overall team success.
Ideal users
Sales and business development teams across several industries will find the platform beneficial. It streamlines call processes and offers real-time support during interactions. The advanced tools also allow for training and performance monitoring, which can improve your teams’ delivery.
Pricing
For only $59.99/month per individual user, you can make unlimited calls and access your past call transcripts to improve delivery. If you need more features for a team of sales reps, like AI research for lead generation and customized analytics and reports, contact the sales team for custom pricing.
The Bottom Line
Tellus serves as an excellent tool for simple phone automations. However, several other AI sales automation platforms offer more robust features like creating chatbots for lead gathering.
How to choose the right AI sales automation software
Now that you’ve read through our 10 favorite AI platforms, it’s time to decide. Here are some pointers to help you pick the right platform to suit your needs:
Do you need AI-powered sales coaching?
These features often provide valuable insights, helping sales representatives improve performance, optimize outreach, and close more deals.
Sales coaching with AI analyzes calls, emails, and customer interactions, identifying patterns and offering real-time feedback. It can highlight speech tone, engagement levels, objection handling, and missed opportunities, allowing sales reps to refine their approach.
Some platforms also offer automated training modules, ensuring continuous skill development without requiring manual intervention from sales managers.
Are you scaling your business?
A scalable AI platform ensures your automations can grow with your workflows, so you’ll be able to manage pipelines, respond to a growing number of client requests, and transfer larger tracts of data to other third party integrations.
Additionally, ensure that the number of AI credits or tokens, the “currencies” that most AI platforms use to calculate automation usage, can be extended. Platforms like Lindy give many options to purchase more credits so you can scale up. For an extra $10 a month, you’ll get 1000 extra tasks, which can help with an increasing number of automations.
You’ll need to determine how many extras you can purchase monthly or if selecting a higher-tier plan is a better idea.
Do you need real-time insights & forecasting?
AI-driven forecasting tools analyze historical sales data, market trends, and customer behavior to predict future revenue, deal closures, and pipeline health. These insights allow you to set realistic targets, allocate resources effectively, and identify and mitigate potential risks.
Ultimately, properly paying attention to real-time insights and predictive analytics can maintain consistency, accuracy, and strategic alignment. By tracking the right metrics across all leads and interactions, you can make educated decisions about pursuing specific leads while knowing the probability of closing certain deals.
Frequently asked questions
Can AI replace human sales reps?
While AI can automate tasks like lead scoring, follow-ups, and data analysis, it can’t fully replace human sales reps because it lacks emotional intelligence, relationship-building skills, and complex negotiation abilities.
AI can work with human agents to accelerate productivity by executing repetitive tasks at lightning speeds, providing human reps with the best information they need to increase sales.
It’s important to remember that you will need to manually oversee and maintain the AI platform you select. This means ensuring your system responds to leads, organizes info property, and executes other tasks correctly.
How much does AI sales automation software cost?
Costs vary widely based on features, scalability, and business needs. Most platforms follow tiered pricing models, offering different levels of automation, integrations, and analytics.
Cheap sales automation software, like Manychat, starts at $15/month, while platforms for enterprises can run $35,000/year. Yet, many businesses opt for a more moderately priced platform, like Lindy, which offers affordable pricing for small businesses at $49/month and one for larger enterprises at $299/month.
Does AI sales automation work for B2B sales?
Because B2B deals have longer sales cycles and generally involve many decision-makers, AI sales automation is highly effective for B2B sales. AI platforms allow you to identify high-quality leads, personalize engagement, and optimize follow-ups, helping your teams close deals faster.
Start automating sales with AI and Lindy today
Are you ready to stop doing everything the manual way? Lindy is a robust AI sales automation solution that transforms how your sales team learns, grows, and brings in new business.
Here’s why you should get Lindy:
- A team of Lindies for every job: With Lindy’s Societies feature, you can create specialized Lindy agents for everything from role-playing simulations to call analysis. It’s like having a dedicated sales coach, lead generator, and data analyst all in one team — and working together.
- Always-on assistance: Lindy provides 24/7 support, ensuring you won’t face frustrating delays.
- Conquering language barriers: With fluency in over 30 languages, Lindy can expand your reach and opens new markets.
- Scales to meet your needs: Lindy handles any volume of requests and even teams up with other instances to tackle the most demanding scenarios.
Build your own custom AI sales automation platform and try Lindy for free.
