Top 15 AI Sales Tools: Tested and Reviewed for 2026

I tested popular AI sales tools across sales workflows and shortlisted these 15 that help teams prospect faster, follow-up better, and keep pipelines moving without manual work. I also break down their pros, cons, and where they add the most value for sales teams.

Top 15 AI sales tools: TL;DR

These 15 AI sales tools fit into different workflows, excel at specific tasks, and help sales teams close more deals quickly and efficiently. Here’s a table to have a quick glance at the list:

Let’s explore them in detail.

1. Lindy: Best overall for AI sales task automation 

What does it do? Automates sales outreach, lead qualification, CRM updates, cold calling, and more with AI-powered agents.

Who is it for? Founders and small to mid-sized sales teams wanting scalable, customizable automation without coding.

We created Lindy for teams that want to automate sales workflows without hiring more reps or stitching together different tools.

I used Lindy to automate both outbound and inbound sales workflows, and it’s one of the few tools where I didn’t feel like I was fighting the setup. I could go from an idea to a working AI agent pretty fast using the visual workflow builder. 

I dragged the workflow blocks, defined conditions, and had agents running cold email and follow-ups based on how leads replied.

For inbound leads, Lindy worked like a sales rep. I set up agents to answer calls, ask discovery questions, qualify leads, and book meetings into my calendar. Every call summary, note, and outcome synced back to the CRM automatically. 

With most CRMs, including tools like Pipedrive, I usually need extra automation or third-party tools to get this level of coverage. With Lindy, it all lived in one flow.

What stood out during testing was how Lindy handles calls. It records them, listens for structure, flags missed questions, and breaks calls down using frameworks like MEDDPICC. 

I could quickly see where the discovery went off track and what reps skipped. The feedback felt practical, not theoretical, which made it useful for improving real conversations.

Once I finished the initial setup of the CRM, lead routing rules, and fallback logic, everything ran smoothly without much oversight. Outreach, enrichment, scheduling, and CRM updates worked as one connected system instead of separate tools. 

I also liked having the option to switch between AI models like GPT, Claude, and Gemini depending on the task. The ready-made templates helped me launch fast. Lindy also allowed me to customize AI agents for my sales process.

Key features

• Visual workflow builder that lets you design sales agents using drag-and-drop logic instead of code or prompts
• Ready-to-use sales templates for outbound, inbound qualification, follow-ups, and scheduling
• Autonomous phone and email agents that handle calls, replies, and bookings without human intervention
• Human-in-the-loop controls to approve actions, review messages, or step in when needed
• Connects with popular CRMs to sync call logs, notes, lead status, and next steps automatically
• 4,000+ integrations across CRMs, calendars, email tools, Slack, and internal systems
• SOC 2 and HIPAA compliant for teams with strict privacy laws
• Multiple AI models, including GPT, Claude, and Gemini, to optimize for quality, cost, or reasoning

Pros

• Easy to use and set up
• Fine-grained permissions for agent access
• Works across different domains and industries, not just sales
• Lindy Docs for 24/7 access to tutorials and guides

Cons

• Advanced workflows take time to test and configure
• CRM field matching may need adjustments for custom pipelines

Pricing

• Free plan with up to 40 tasks/month 
• Paid plans from $49.99/month, billed monthly
• AI phone numbers cost $10/number/month

Bottom line

Lindy is a strong fit for sales teams that want to automate their sales tasks, not just assist with parts of it. If your team relies on multiple tools for outreach, calls, scheduling, and CRM updates, Lindy can replace that complexity with a single AI agent system. 

It takes some upfront thinking to set up properly, but once it’s live, it saves time and removes a lot of manual sales ops work.

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2. HubSpot Sales Hub: Best AI sales software for B2B teams

What does it do? Provides an all-in-one sales CRM with AI-driven lead scoring, workflows, and reporting.

Who is it for? B2B sales teams managing multiple brands or product lines needing centralized communication and insights.

HubSpot Sales Hub became my default when I had to manage sales across multiple brands from one place. I needed contact tracking, follow-ups, live chat, and reporting to live inside a single workspace, and HubSpot handled that without feeling stitched together.

The built-in AI features are useful. I uploaded a list of warm leads, and predictive lead scoring quickly surfaced the ones most likely to convert. HubSpot scored them and suggested next steps, highlighted deal risks, and even recommended the best times to reach out. That helped prioritize work instead of guessing who to contact next.

Workflows saved me the most time. I built sequences that handled first-touch emails, follow-ups, and task reminders without babysitting them. With these sequences, I got alerts automatically when deals moved stages. It helped the team stay aligned, especially when pipelines got busy.

Managing multiple brands usually turns messy fast, but HubSpot’s multi-account setup kept things clean. Each brand had its own contacts, templates, pipelines, and assets. I could switch between business units without mixing data or losing context.

Personalization also worked well at scale. I created custom deal stages, email snippets, and document templates for different industries and personas. That kept messaging consistent while cutting down repetitive writing.

HubSpot’s strength is reporting. I customized dashboards to track pipeline health, deal velocity, rep performance, and drop-offs in one place. It gave me clarity instead of another pile of charts. 

Lindy focuses on AI agents and automation, while HubSpot works better as the central sales system where tracking, communication, and planning live together. 

The learning curve is steep on Professional and Enterprise plans, but once everything is set up, daily sales work feels smoother.

Key features

• All-in-one sales CRM that combines contacts, deals, communication, and reporting
• Predictive lead scoring and deal insights that help prioritize outreach
• Sales sequences and workflow automation for emails, tasks, and internal alerts
• Multi-account management for teams running multiple brands or product lines
• Custom pipelines and deal stages tailored to different sales motions
• Email snippets, templates, and documents for consistent messaging at scale
• Customizable reporting dashboards for pipeline, revenue, and rep performance

Pros

• Integrated calling for better communication
• Automatic lead rotation and assignment rules
• Native tools for quotes, e-signatures, and payment links
• Sandbox environment available for testing before going live

Cons

• No monthly plans for Professional and Enterprise tiers
• Some features, like advanced analytics or multi-touch attribution, need separate tools or paid upgrades

Pricing

• Free plan with basic features
• Paid plans from $15/seat/month, billed monthly

Bottom line

HubSpot Sales Hub is a strong choice if you want one system to manage your entire sales operation. It works best for teams that care about structure, visibility, and reporting across multiple brands or pipelines. 

If your priority is deep automation through AI agents, Lindy fits better. But if you want a reliable sales hub where everything stays organized and measurable, HubSpot does that job well.

3. Salesforce Einstein: Best AI add-on for Salesforce Sales users

What does it do? Adds AI-powered predictive lead scoring, forecasting, and content generation to Salesforce Sales.

Who is it for? Enterprises already using Salesforce seeking advanced AI customization and forecasting capabilities.

I used Einstein inside existing Salesforce setups, and that’s where it works best. I didn’t have to change how the team operated or rebuild workflows from scratch. Einstein plugged into the data that was already there and started adding predictions, scores, and recommendations right away.

The predictive features helped most with prioritization. I used Einstein to score leads, flag churn risks, and surface deals with the highest likelihood to close. When you’re working with large pipelines or noisy datasets, the built-in modeling helps narrow focus fast.

The generative AI layer helped, as I didn’t need to write follow-up emails from scratch or manually summarize calls. Einstein pulled context directly from CRM records and past interactions to generate emails, summaries, and deal notes. That saved time during pipeline reviews and gave reps solid starting points for demos and outreach.

Compared to HubSpot Sales Hub, which works well for more standard pipelines, Einstein gives you deeper control over forecasting and model behavior. That matters when you manage complex sales motions, long deal cycles, or multiple revenue streams.

Agentforce stood out on the support side. I set up AI agents that summarized tickets, suggested resolutions, and updated knowledge base articles automatically. It cut down internal documentation work and let reps focus on active issues instead of writing summaries.

Everything runs through a central AI control panel, and this is where the platform feels enterprise-ready. I could manage models, adjust prompts, and integrate external LLMs securely through Salesforce’s Trust Layer. 

There’s a learning curve, but if your team already runs on Salesforce, Einstein turns it into a much smarter and more automated sales engine.

Key features

• Native AI inside Salesforce that works directly with existing CRM data
• Predictive lead scoring and churn modeling for prioritizing large pipelines
• Advanced forecasting tools built for complex sales structures
• Generative AI for emails, summaries, and deal insights using CRM context
• Agentforce AI agents for sales and support automation
• Central AI control panel to manage models, prompts, and usage
• Salesforce Trust Layer for secure AI and external LLM integration

Pros

• You can train custom GPT models on your proprietary data
• Predictive scoring improves both B2B and B2C sales funnels
• Role-based access helps monitor and control AI usage 
• Supports voice-based AI commands with mobile-friendly execution

Cons

• Generative AI features require top-tier plans, which can be costly

Pricing

• Not included in the lower-tier plans
• Available as an add-on on the Enterprise plan, called Einstein Conversation Insights, for $50/user/month, billed yearly

Bottom line

Salesforce Einstein makes the most sense for teams already invested in Salesforce and dealing with complex sales operations. If you need deep forecasting, model control, and enterprise-grade AI tied directly to your data, Einstein delivers that. 

4. Clari: Best for real-time forecasting and pipeline visibility

What does it do? Delivers real-time sales forecasting, pipeline visibility, and risk alerts from CRM data.

Who is it for? Mid-market to enterprise teams focused on data-driven revenue forecasting and sales alignment.

I used Clari for forecasting and pipeline visibility, and that’s exactly where it delivers. It pulls data straight from the CRM, email, and calendar and turns it into live views that sales, RevOps, and leadership can actually rely on.

I didn’t need to chase reps for updates or wait for end-of-week rollups. Clari showed real-time changes in projected revenue, deal values, and pipeline stages as activity happened. The system continuously analyzed deal behavior and highlighted moments where risk started creeping in. 

Clari Fow helped me understand pipeline movement week over week. It flagged deals that stalled, highlighted new pipelines coming in, and pointed out which opportunities needed attention right now. Instead of scanning dozens of deals manually, I could see where the process has slowed down and why.

With he Groove add-on, Clari captured emails, calls, and meetings automatically. It then feeds that data directly into deal health scoring. If a large deal hadn’t seen any meaningful engagement recently, it showed up flagged as a risk. That visibility helped catch issues early instead of discovering them during forecast calls.

Thre’s also a light coaching layer built in. I could see talk time, buyer engagement, and whether reps followed the sales process. For larger teams or newer reps, this kind of insight supports better coaching without running a separate enablement stack.

Clai works best when teams align around the same data. Sales, marketing, finance, and leadership all look at the same data, even if dashboards differ by role. 

It took me a while to set it up and sync my CRM, field definitions, and shared terminology. But once set up, Clari replaced a lot of manual tracking and guesswork, especially the things fast-moving teams usually miss.

Key features

• Real-time revenue forecasting based on live CRM and activity data
• Pipeline risk analysis that flags stalled or at-risk deals automatically
• Clari Flow for tracking pipeline movement and week-over-week changes
• Groove captures every activity across emails, calls, meetings, and automations, so you don’t miss data
• Deal health scoring using engagement and behavior data
• Cross-team dashboards that keep sales, RevOps, finance, and leadership aligned
• Coaching insights tied to talk time, engagement, and process adherence

Pros

• Supports multi-currency forecasting for global teams
• API access enables custom reporting or integration with BI tools
• Works well for businesses with long sales cycles or multi-threaded deals
• Enterprise-level permission controls ensure data security and access flexibility

Cons

• More suited for mid-market or larger teams
• You need to go through sales to get a quote

Pricing

• No free plan
• Custom quote, need to contact sales

Bottom line

Clari is a strong fit for teams that care about forecast accuracy and pipeline hygiene. If your biggest problem is not knowing which deals are on track and which ones are slipping, Clari brings clarity fast.

5. Gong: Best for sales coaching and conversation analytics

What does it do? Analyzes sales conversations for coaching insights and deals health via call, email, and meeting data.

Who is it for? Sales managers and reps aiming to improve conversation effectiveness and pipeline accuracy.

I used Gong to get a clear, unfiltered view of what happens inside deals. It captures calls, emails, and meetings automatically, so I didn’t have to rely on CRM notes or rep summaries to understand what was going on.

Gong’s data engine logs and analyzes every Zoom call, email thread, and calendar invite without manual effort. That cleaned up CRM data and saved me hours each week. It also gave me something reliable to work with instead of half-filled fields and outdated notes.

Gong Forecast evaluated hundreds of real signals, like buyer responsiveness, pricing discussions, and whether decision-makers joined calls. The dashboard made it easy to see which deals stayed on track, which ones carried risk, and which needed attention right now.

On the coaching side, Gong flagged missed discovery questions, weak pricing conversations, and patterns in how top performers handled objections. Managers received automatic alerts with coaching suggestions, which made 1:1s and onboarding more focused.

When multiple prospects started pushing back on pricing or timing, Gong surfaced that trend quickly. Those insights helped me adjust messaging and reprioritize follow-ups, especially toward the end of the quarter when every conversation matters.

Setup was straightforward, but team-wide adoption and learning how to interpret insights at scale required upfront work. Once the team adapted to it, Gong became a core part of pipeline reviews and planning next steps.

Key features

• Automatic call, email, and meeting capture across sales workflows
• Conversation intelligence that analyzes buyer behavior and intent
• Gong Forecast with deal risk scoring based on real interaction signals
• Custom trackers for pricing, objections, competitors, and key topics
• Coaching insights and alerts for managers and enablement teams
• Trend detection across deals to surface systemic risks early
• CRM data enrichment without relying on manual rep input

Pros

• Speeds up new rep onboarding with access to top call recordings and best practices
• Helps uncover why deals are stalling by surfacing hidden objections and a lack of follow-up
• Custom alerts notify sales leaders when high-value deals show signs of risk or go inactive

Cons

• Pricing may be a barrier for startups or small teams
• Requires reps to consistently use integrated channels (Zoom, email, calendar) to get full value

Pricing

• No free plan
• Custom pricing, requires contacting sales

Bottom line

Gong suits teams that want visibility into sales conversations and deal health. If your forecasts rely too much on rep updates or gut feel, Gong brings structure and evidence into the process. 

6. Salesloft: Best for sales engagement and automated deal tracking

What does it do? Automates sales engagement with adaptive multi-channel cadences and AI research agents. 

Who is it for? Sales teams looking to automate outbound prospecting and improve deal tracking.

I used Salesloft to bring structure to the outbound efforts without locking reps into rigid sequences. The cadences adapt as prospects respond. If someone replied, Salesloft paused the sequence. If a step no longer made sense, it skipped it. That flexibility made prospecting feel smoother and easier to manage at scale.

The Account Research Agent saved a lot of time during prep. Instead of digging through LinkedIn or company sites, I could see funding updates, role changes, and account-level context in one place. That made cold outreach feel more relevant.

Salesloft also handled calls well. It recorded and transcribed sales calls automatically, then broke them down into objections, talk-to-listen ratios, and key moments. I used those insights in coaching sessions to review what worked, what didn’t, and which questions reps skipped.

Salesloft’s forecasting tools helped track pipeline health using engagement data across email, calls, and tasks. When activity dropped or deals went quiet, Salesloft flagged them early, which made forecasts evidence-backed.

Compared to Gong, which focuses on conversation-level insights, Salesloft offers a wider view across every touchpoint in the sales process. The AI email suggestions worked well, and personalized messages were based on role, company size, and industry.

Overall, Salesloft fits into several operational gaps in my sales workflow. From research and outreach to deal tracking and coaching, it kept everything moving inside one system and reduced the need to jump between tools.

Key features

• Adaptive sales cadences that pause, skip, or adjust based on prospect behavior
• Account Research Agent for funding news, role changes, and account insights
• Automatic call recording and transcription with conversation breakdowns
• Engagement-based forecasting across email, calls, and tasks
• Coaching insights tied to objections, talk ratios, and question coverage
• AI email suggestions customized by role, industry, and company size
• Multi-channel activity tracking across the full outbound workflow

Pros

• Quick scheduling and sync with external calendars
• CRM integrations are smooth, keeping workflows clean and centralized
• Multi-channel cadences adjust automatically based on engagement behavior
• AI research agents reduce the time spent gathering account and buyer info

Cons

• Notifications can be clunky at times
• Cancellation requires a 60-day notice and a live call, which adds friction

Pricing

• Contact Salesloft for customized pricing based on your needs

Bottom line

Salesloft works well for teams running structured outbound. If you want flexibility in cadences, better visibility across all touchpoints, and built-in coaching without adding more tools, Salesloft delivers. It’s useful when outbound volume is high, and consistency matters as much as personalization.

7. Reply.io: Best for prospecting and multichannel sales outreach

What does it do? Creates personalized multichannel outreach sequences with AI SDR agents for follow-ups and meetings.

Who is it for? Growing sales teams wanting hands-free multichannel prospecting and reply management.

I used Reply.io to run outbound campaigns across email, LinkedIn, and SMS from one place. The sequence builder made it easy to set up personalized flows without juggling tools. I could control timing, channels, and follow-ups from a single workspace, which kept execution simple.

I entered a few details into the AI sequence generator about the offer and target audience, and it built a sequence with subject lines, copy, and follow-ups. The messaging didn’t feel generic, and with a few light edits, it was ready to launch. It saved time during campaign setup.

Once a campaign went live, Reply.io handled the mechanics well. It sent messages, tracked engagement, routed replies into a shared inbox, and paused outreach automatically when someone responded. I could filter conversations, monitor engagement at each step, and see where prospects dropped off without digging through multiple views.

Reply.io prioritizes email health more than many outbound tools. That showed up in consistent deliverability and cleaner inbox placement over time. For teams running frequent outbound, that focus matters more than it sounds.

On higher-tier plans, I tested the AI sales development representative (SDR) agents. They replied to inbound responses, handled basic objections, and booked meetings without daily oversight. In a mid-market campaign, they followed through reliably and reduced the amount of manual back-and-forth needed to keep things moving.

The analytics dashboard gave clear visibility into performance. I tracked open rates, replies, clicks, and conversions at the step level. That made it easy to test subject lines, adjust timing, and improve sequences based on real data. 

Key features

• Multichannel sequence builder for email, LinkedIn, and SMS outreach
• AI sequence generator that creates full cadences from brief inputs
• Shared inbox with auto-pause logic when prospects reply
• Email deliverability and health controls to protect inbox placement
• AI SDR agents that respond to replies and book meetings automatically
• Step-level analytics for opens, replies, clicks, and conversions
• A/B testing tools for subject lines, copy, and timing

Pros

• Unlimited contacts and mailbox scaling make it ideal for growing teams
• Multichannel sequences keep outreach consistent across email, SMS, and LinkedIn
• Built-in email warm-up and anti-spam tools improve deliverability and sender reputation
• Chrome extension speeds up prospecting by connecting browsing directly to campaigns

Cons

• AI-generated replies sometimes feel too generic
• Managing high-volume campaigns across multiple users can quickly become messy

Pricing

• No free plan
• Paid plans from $99/user/month, billed monthly
• Jason AI SDR from $500/month

Bottom line

Reply.io works well for teams that run consistent outbound campaigns across multiple channels and care about deliverability. It’s easy to get started, and the higher-tier features add real automation once volume increases. If you want structured, scalable outbound without overcomplicating setup, Reply.io fits that role well.

8. Lemlist: Best for personalized cold outreach

What does it do? Runs personalized cold outreach campaigns across email, LinkedIn, and phone with AI-assisted copy.

Who is it for? Sales teams scaling outbound outreach with a focus on personalization and deliverability.

Lemlist’s sequence builder made it easy to set up multi-step flows across email, LinkedIn, and phone without overthinking the setup. I could personalize each step with dynamic text, images, and even simple landing pages. Using Lemcal to add calendar links also reduced friction when prospects wanted to book quickly.

Its AI helped me during campaign creation to draft subject lines and follow-ups based on role and industry. The copy worked well as a starting point, especially when launching multiple campaigns at once. I had to adjust the tone and structure, but it sped things up enough to matter.

Lemlist’s contact database made prospecting faster. I filtered leads by role, company size, tech stack, and region, then verified emails before adding them to active sequences. That helped keep bounce rates low and reduced cleanup work later.

Lemwarm sent emails gradually, simulated real conversations, and protected sender reputation while I tested new domains and scaled outreach. Combined with inbox rotation, this setup made it easier to increase volume.

The reporting dashboard gave clear visibility into opens, replies, meetings booked, and warm-up performance. Setup was quick, but advanced multichannel workflows and CRM integrations required higher-tier plans. 

Key features

• Multichannel sequence builder for email, LinkedIn, and phone outreach
• Personalization tools, including dynamic text, images, and landing pages
• AI-assisted copy generation for subject lines and follow-ups
• Large contact database with role, company, tech stack, and regional filters
• Built-in email finder and verifier to reduce bounce rates
• Inbox rotation and performance tracking to scale outreach safely

Pros

• Built-in warm-up and deliverability controls protect the sender's reputation
• Chrome extension helps turn LinkedIn browsing into outreach without copy-paste
• Keeps sales workflows unified across platforms like HubSpot, Salesforce, and Pipedrive

Cons

• Not ideal for start-ups and small teams
• Email account limits per user can be restrictive at higher volumes

Pricing

• No free plan
• Paid plans from $69/user/month, billed monthly

Bottom line

Lemlist is ideal for teams that rely on personalized outbound and care about deliverability. If you want to scale campaigns without burning inboxes and still keep messaging relevant, Lemlist does that well. However, you’ll need higher-tier plans for advanced workflows.

9. Showpad: Best AI content management and sales enablement platform

What does it do? Manages and delivers sales content while enabling AI-driven follow-ups and presentation coaching.

Who is it for? Sales enablement teams focused on content management and buyer engagement.

Showpad helped me cut down the back-and-forth once deals moved past early outreach and reduced the risk of reps sending outdated or wrong files. I organized content by industry, product, and deal stage, which made it easier for reps to find what they needed during live conversations.

The interactive content tools worked well during demos and stakeholder calls. Instead of sending static decks, I built guided flows that let reps walk prospects through material in a more controlled way. That made presentations feel engaging and easier to follow, especially when multiple people joined a call.

Showpad Assist drafted follow-up emails, suggested next steps, and logged activity back to the CRM automatically. While tools like Lemlist or Reply.io focus more on top-of-funnel outreach, Showpad makes sense in the middle of the funnel, where deals need momentum and consistent messaging.

Shared Spaces stood out during testing. I created digital rooms to share documents, videos, and links with prospects. I could see when someone opened a file, how long they spent on it, and what they clicked. That visibility helped guide follow-ups and prioritize conversations based on real engagement.

On the coaching side, PitchAI helped managers review recorded pitches and give feedback on tone, clarity, and delivery. It kept messaging consistent across the team and made onboarding smoother. Unlike Gong, which helps with call analytics, Showpad focuses more on presentation quality and pitch alignment.

Some advanced features sit behind the enterprise plan, and large, design-heavy PDFs loaded a bit slowly at times. Even so, the core experience felt stable, easy to roll out, and practical for teams that care about content control and sales execution.

Key features

• Centralized sales content management organized by industry, product, and deal stage
• Interactive presentation flows for demos and stakeholder calls
• Showpad Assist for AI-driven follow-ups, next-step suggestions, and CRM logging
• Shared Spaces for secure content sharing with engagement tracking
• Content analytics that show views, time spent, and clicks
• PitchAI coaching tools for reviewing recorded pitches and improving delivery
• CRM integrations to keep activity and engagement in sync

Pros

• Supports 30+ languages for global sales teams
• Simplify compliance with detailed access controls
• AI search that speeds up content discovery 
• Boosts buyer engagement with personalized content journeys

Cons

• Lacks intuitive navigation 
• The search feature gives inconsistent results and needs improvement

Pricing

• No free plan
• Need to contact the sales team for a custom quote

Bottom line

Showpad works best for teams that need control over sales content once deals are in motion. If you struggle with messaging consistency, engagement tracking, and coaching reps on delivery, Showpad fits well. 

10. Allego: Best for real-time coaching and content performance

What does it do? Combines sales training, coaching, and content sharing with AI learning recommendations.

Who is it for? Sales organizations prioritizing onboarding, coaching, and continuous learning.

Allego brings training, coaching, and content into one place that reps could keep up with. The Content Hub brings decks, videos, battle cards, and internal training material to a single place. Everything stayed organized, searchable, and easy to update, which reduced confusion around which version to use.

Enablement AI made learning feel more relevant. It recommended resources based on each rep’s role, recent activity, and deals in motion. For new hires, that meant faster onboarding. For experienced reps, it surfaced case studies or refreshers tied to what they were actively working on. The recommendations felt timely without overwhelming the team.

Allego’s AI coaching tools helped improve sales calls without turning reviews into long sessions. The platform analyzed talk-to-listen ratios, objection handling, and pacing, then surfaced feedback automatically. Managers could review key moments and send short coaching notes, which cut down review time while keeping coaching consistent.

Digital Sales Rooms worked well for account-level engagement. I created branded spaces for each prospect that included tailored content, demo clips, and proposals. When someone viewed or shared a file, the analytics dashboard flagged it. 

Compared to Showpad, which leans more toward content delivery and pitch coaching, Allego emphasizes structured learning and long-term skill development. The main adjustment involved getting reps comfortable with all the modules. 

Key features

• Centralized Content Hub for sales decks, videos, battle cards, and training material
• Enablement AI recommendations based on role, activity, and deal context
• AI-powered call coaching with feedback on talk ratio, objections, and pacing
• Manager review tools for sharing targeted coaching notes
• Digital Sales Rooms (DSRs) for account-specific content sharing
• Engagement analytics that track views, shares, and prospect activity
• Structured onboarding and continuous learning workflows

Pros

• Intuitive interface that’s easy for admins and reps to adopt
• Frequent platform updates keep features aligned with modern sales needs
• Interactive onboarding and learning with simulations and video assignments 
• AI content search saves time and improves sales messaging consistency

Cons

• Features may overwhelm teams needing basic training
• Slight learning curve, especially for those new to AI tools

Pricing

• No free plan
• Contact sales to know about the paid plans

Bottom line

Allego works best for teams that want to improve sales skills over time, not just deliver content. If you focus on onboarding, coaching consistency, and long-term rep development, Allego fits well. However, it takes some effort to roll out and set up.

11. Copy.ai: Best for writing cold emails and campaign copies

What does it do? Generates sales copy and personalized outreach templates for emails and campaigns using AI.

Who is it for? Marketing and sales teams needing quick, relevant, and scalable copywriting.

Copy.ai speeds up sales and marketing copy without lowering quality. It made it easy for me to build reusable workflows across teams. Instead of writing every email, ad, or follow-up from scratch, I automated parts of the process using live inputs and context.

Copy.ai handled research well during testing. The AI pulled in web-based insights and attached citations, which kept the output accurate. This worked well when targeting fast-moving industries, where outdated or vague copy hurts credibility.

The brand voice feature was also helpful. I uploaded samples of existing content, and the AI generated a copy that sounded like us. That cut down editing time and helped keep messaging consistent across emails, ads, and sales sequences.

For outbound sales, theprompt library helped build persona-specific messaging. The copy referenced company updates, market changes, and tech stacks, which made outreach feel more relevant and less templated. I still reviewed and refined everything, but it offered a good starting point.

Collaboration also worked smoothly. I set up shared folders for campaigns, ad variations, and sales templates. Reps reused and improved what others created instead of starting from zero each time. That helped sales and marketing stay aligned without constant handoffs.

Copy.ai doesn’t replace a CRM or outreach tool. I used it alongside Lemlist, Reply.io, and HubSpot Sales Hub to feed personalized copy into live sequences. Some features took some time to learn, but after that, it felt fast, reliable, and easy to scale.

Key features

• GTM AI workflows for automating sales and marketing copy creation
• Web-sourced research with citations to ground messaging in real data
• Brand voice training based on existing content samples
• Persona-based prompt library for outbound and sales messaging
• Collaboration and shared folders for campaigns and templates
• Multi-channel copy generation for emails, ads, and sales assets
• Workflow-based reuse to scale messaging without duplication

Pros

• Current and relevant content for outreach messages
• Supports multilingual campaigns and SEO-driven workflows
• Project folders and user seats make collaboration easy for teams

Cons

• Not designed for direct outreach
• No built-in plagiarism detection for sensitive or original long-form content

Pricing

• No free plan
• Paid plans from $29/month, billed monthly

Bottom line

Copy.ai works best as a copy engine inside a larger sales stack. If your team spends too much time writing and rewriting outbound messages, follow-ups, or campaign copy, Copy.ai speeds that up without extra effort.

12. Saleshandy: Best for automating cold email sequences

What does it do? Automates high-volume cold email campaigns with warm-up, tracking, and personalized follow-ups.

Who is it for? Email-first sales teams focused on volume and deliverability.

Setting up Saleshandy for high-volume cold outreach was straightforward. I connected my email account, uploaded a CSV of leads, and launched a multi-step sequence in under an hour.

The campaign builder’s interface is clean and focused. I wrote multiple follow-ups, set delays between steps, and managed everything in one flow. Unlike tools that cap sequence length or charge extra for longer cadences, Saleshandy allowed unlimited follow-ups even on mid-tier plans. 

Saleshandy’s strength is deliverability. It handled email warm-up automatically and ramped up sending volume using a private warm-up network that simulated real engagement. I got good open rates with rarely any spam issues, even as volume increased.

Saleshandy also includes built-in lead sourcing. Each lead comes with a verified email, which reduces the need to jump between prospecting and outreach tools just to get a campaign running.

Once campaigns went live, the unified inbox made reply management easy. It’s like a stripped-down Gmail for outbound sales. I could snooze conversations, flag leads, and move replies around without switching tabs or tools.

Saleshandy doesn’t offer LinkedIn automation or calling. Compared to Lemlist or Overloop AI, it focuses on reliable email-only outreach. That single-channel approach is the main limitation. 

However, for teams that rely on email and care about volume, delivery, and clean workflows, Saleshandy does the job well.

Key features

• Simple setup for high-volume cold email campaigns
• Automatic email warm-up using a private engagement network
• Built-in lead sourcing with verified email addresses
• Unified inbox for managing replies across accounts
• Sequence-level analytics for opens, replies, and performance
• CSV-based lead imports for fast campaign launches

Pros

• Unlimited follow-ups, even in non-enterprise plans
• CRM and Zapier integrations make the handoff to sales smooth
• Scales up to 300,000 emails per month without performance drops
• Strong personalization with CSV variables and spam-safe copy assistant

Cons

• UI is not as modern or intuitive as some newer platforms

Pricing

• No free plan
• Paid plans from $36/month, billed monthly

Bottom line

Saleshandy works for email-first sales teams that care about deliverability and scale. It won’t handle multichannel outreach, but it executes cold email cleanly without unnecessary complexity.

13. Pipedrive: Best for deal management and pipeline automation

What does it do? Provides a visual CRM with AI capabilities for deal tracking, automation, and email productivity tools.

Who is it for? Small to mid-sized sales teams needing intuitive pipeline management and automation.

Pipedrive is a lightweight CRM for users who want visual pipelines. I could drag and drop deals between stages, customize pipelines by product line, and set activity reminders without relying on memory or manual notes.

The AI Sales Assistant worked well and flagged deals that went cold, suggested next steps, and surfaced integration ideas based on how I worked. It didn’t interrupt the flow or overload me with alerts. 

Email productivity stood out more than I expected. The built-in AI drafted reply-ready responses, suggested quick replies, and summarized long email threads. That saved time when managing multiple conversations at once and reduced context switching.

I also leaned into automation. I set up workflows to send follow-up emails after calls, assign tasks when deals moved forward, and remind reps to log notes after meetings. That reduced admin work and kept CRM data clean without constant oversight.

Compared to Salesforce Einstein, Pipedrive felt much lighter and easier to adopt. I didn’t need long onboarding or heavy customization to see value. The reporting tools were stronger than expected too. I tracked deal velocity, close rates, and rep performance, then exported dashboards without pulling data into another analytics tool.

The main limitation is the pricing. You need to get the higher tiers for the advanced AI features. Essential and Advanced cover the basics, but Professional and Power give you stronger automation and smart suggestions. 

Key features

• Visual sales pipelines with drag-and-drop deal management
• AI Sales Assistant for deal insights and next-step suggestions
• Email productivity tools with AI-generated replies and summaries
• Workflow automation for follow-ups, task assignment, and reminders
• Custom pipelines by product line or sales motion
• Built-in reporting dashboards for pipeline and rep performance
• CRM integrations to connect email, calendar, and sales tools

Pros

• Strong mobile apps for selling on the go
• Excellent data security and GDPR compliance
• Scalable pricing plans for individuals to enterprises
• Wide range of integrations and add-ons via the marketplace

Cons

• The essential plan lacks email integration and automation, limiting CRM value
• AI tools like summaries and suggested replies are only available in mid to top-tier plans

Pricing

• No free plan, only a 14-day free trial
• Paid plans from $24/seat/month, billed monthly

Bottom line

Pipedrive suits teams that want a simple, visual CRM that’s easy to adopt. You’ll need higher-tier plans for advanced AI features, but the core setup covers the essentials well.

14. Overloop AI: Best for prospect research and personalized outreach

What does it do? Offers AI-driven prospect research combined with personalized multichannel outreach automation.

Who is it for? Mid-sized sales teams looking for AI-powered lead sourcing and hands-free outreach.

Overloop AI works well for AI prospect research paired with hands-off outreach. After defining the ideal customer profile, I generated a targeted list from its contact database and filtered it by role, industry, and tech stack. 

The verified email finder helped keep bounce rates low, which made it easier to launch campaigns without extra cleanup.

Overloop AI handled personalization well. Instead of relying on merge tags, the AI scraped each prospect’s website, pulled relevant context, and wrote messages that felt researched. It handled subject lines, email copy, and LinkedIn messages end-to-end. I didn’t need to rewrite or adjust much to make the outreach sound intentional.

I set up flows that included LinkedIn visits, connection requests, cold emails, and calls, and Overloop AI managed the timing and sequence changes automatically. Compared to Lemlist, Overloop AI did a better job at AI content and hands-free lead sourcing.

The built-in task manager tracked engagement, logged actions, and created follow-up tasks when prospects clicked but didn’t reply. That helped me catch warm signals that often get missed in busy campaigns.

Deliverability stayed mostly invisible, which is a good thing. Overloop AI’s warm-up tools ran in the background and protected domain reputation without requiring a separate tool. I could focus on campaigns instead of inbox setup.

There were some limitations, though. Editing live sequences felt restrictive, and mid-campaign changes sometimes required restarting flows or manual adjustments. Filtering very large datasets also caused occasional lag. 

Pricing targets mid-sized teams more than solo users, and the lack of a free trial adds friction. Even with those tradeoffs, Overloop AI works well for teams that want AI to handle research, writing, and multichannel execution in one system.

Key features

• AI prospect research with role, industry, and tech stack filters
• Website-based personalization that generates researched outreach copy
• Verified email finder to reduce bounce rates
• Built-in task manager that tracks engagement and follow-ups
• Automatic email warm-up to protect sender reputation
• Hands-free sequence adjustments based on prospect responses

Pros

• Easy-to-use interface and campaign builder
• Integrates with major CRMs, Slack, Zapier, and more
• Supports 80+ languages for global personalization at scale
• Strong compliance with GDPR and CASA Tier 2 certification for data protection

Cons

• Not the easiest to edit live sequences
• Pricing can be steep for small teams or early-stage startups

Pricing

• No free plan, only a money-back guarantee
• Paid plans from $69/user/month, billed monthly

Bottom line

Overloop AI fits teams that want AI to handle both prospect research and multichannel outreach with minimal manual work. If you’re scaling outbound and want personalization without writing or researching every message yourself, it delivers. It’s less flexible for live edits and better suited for mid-sized teams than solo users.

15. Clay: Best for prospecting, data enrichment, and lead discovery

What does it do? Automates lead sourcing, enrichment, and qualification with real-time data updates and personalization.

Who is it for? Sales teams need advanced data enrichment and research to improve outreach accuracy.

Clay lets you handle lead sourcing and enrichment before starting the outreach. Instead of jumping between databases, enrichment tools, and spreadsheets, everything happened in one place. That alone removed a lot of friction from the top of the funnel.

I started by setting filters like funding stage, job title, tech stack, and location. Clay pulled matching contacts from multiple sources, including LinkedIn, public filings, and company databases. I didn’t have to stitch lists together manually or worry about stale data.

Once it created the list, Clay filled in company details, job history, social profiles, and website data automatically. It kept updating that information in real time. I didn’t need to copy data between tools or chase missing fields. 

The data Clay surfaced gave enough context to write messages that seemed researched, even when reaching out to dozens of prospects a day. It does more than basic mail merges and is more flexible than the personalization capabilities other platforms offer.

Compared to tools like Overloop AI or Reply.io, which focus on execution, Clay works well for top-of-funnel sales. It helps you find the right people and gives you the context needed to say the right thing once outreach starts.

There is a learning curve. Custom columns, formulas, and automation paths take some time to understand, especially if you’re not used to spreadsheet-style logic. 

Pricing also runs on a credit system. High-volume enrichment or pulling multiple data points per lead can burn credits quickly, so smaller teams need to monitor usage. Once everything is set up, Clay can save hours of manual research work.

Key features

• Multi-source lead sourcing using LinkedIn, company databases, and public data
• Advanced filtering by funding stage, role, tech stack, and location
• Real-time data enrichment for contacts and companies
• Custom columns and formulas for flexible data workflows
• Personalization-ready data that supports highly targeted outreach
• Automation paths for list updates and enrichment triggers
• Spreadsheet-style interface for managing complex lead logic

Pros

• Allows cross-team collaboration by sharing live lead views
• Supports bulk enrichment without slowing down performance
• Works well even for non-coders, thanks to a drag-and-drop interface

Cons

• Not a fully functional CRM
• Outreach automation needs control to avoid overly aggressive messaging

Pricing

• Free plan with 100 credits/month
• Paid plans from $149/month, billed monthly

How I tested these AI sales tools

I tested these tools in everyday sales workflows. I ran outbound campaigns, managed live pipelines, reviewed calls, and tracked how much manual work each tool removed. It helped me find tools that help teams sell better.

Here’s what I looked for:

• Workflow impact: I focused on whether the tool reduced manual work across outreach, follow-ups, CRM updates, and reporting. I tested this by running campaigns and tracking how often I had to step in to fix gaps or move data around.
• Data quality and accuracy: I looked at how each tool handled lead data, activity tracking, enrichment, and syncing with CRMs. If forecasts or insights relied on stale or incomplete data, it showed up quickly during pipeline reviews.
• Setup and adoption effort: Some tools work only after weeks of configuration. Others deliver value quickly. I measured how long it took to go from setup to real use, and how much guidance reps needed before the tool felt natural.
• Scalability across teams: I tested how well each tool handled volume. That included increasing the number of leads, reps, and deals across multiple pipelines. Tools that worked only for small setups didn’t score well here.

Additional factors I considered

• Integration depth: I looked at how well each tool connected with CRMs, email, calendars, and other sales systems without fragile workarounds.
• Value: I compared the cost against the amount of manual work removed. Tools that offered the most capabilities for their price ranked higher. 
• Team experience: If a tool slowed reps down or felt annoying to use daily, its features wouldn’t matter. Ease of adoption helps teams get the most out of it.  

Which AI sales tool should you choose?

The right AI sales tool depends on where your sales processes break. Look for bottlenecks across outreach, pipeline visibility, forecasting, or execution, and find an AI tool to fix it. Here are a few scenarios to help you decide:

Choose Lindy:

• If you want AI agents to run end-to-end sales workflows, not just assist with tasks
• If you need outbound, inbound, scheduling, and CRM updates to work as one system
• If you plan to scale sales without hiring more reps or ops support

Choose other tools:

• HubSpot Sales Hub, if you want a central CRM to manage multiple brands, pipelines, and reporting in one place
• Salesforce Einstein, if you run complex enterprise pipelines and need deep forecasting and model control
• Clari, if you care most about forecast accuracy and pipeline risk visibility
• Gong, if you need deep insight into sales conversations and deal health
• Salesloft, if you run high-volume outbound and want structured cadences with coaching built in
• Reply.io or Lemlist, if you focus on multichannel cold outreach and deliverability
• Overloop AI, if you want AI-generated research and hands-free multichannel outreach
• Clay, if you need advanced lead sourcing and enrichment with outreach via integrations
• Showpad or Allego, if you want stronger content delivery, enablement, or rep coaching
• Copy.ai, if you need faster, on-brand sales copy to feed into existing tools
• Saleshandy, if you run email-first outbound at scale and care mainly about deliverability
• Pipedrive, if you want a lightweight CRM that’s easy to adopt and manage

Avoid these tools:

• If you don’t have a defined sales process or a clear ICP yet
• If you expect AI to replace human judgment in discovery, negotiation, or closing
• If you run very low-volume sales where automation adds more overhead than value

My final verdict

If I had to pick one tool based on my experience, I’d choose Lindy for most teams. As a non-technical user, I don’t want to stitch together five tools or constantly maintain automations. I want sales workflows to run with minimal effort once they’re set up, and Lindy does that better than most.

That said, Lindy cannot fit every use case or sales problem. If forecasting accuracy and pipeline discipline are your biggest gaps, Clari is the better choice. If you want to gain insights into your sales calls and deal conversations, Gong works better. 

For outbound-heavy teams, tools like Salesloft, Reply.io, Lemlist, or Saleshandy make more sense depending on volume and channels. And if lead quality is the issue, I’d start with Clay before touching outreach.

Here’s my takeaway after rigorous testing: Don’t chase the most advanced AI. Pick a tool that fixes specific parts of your sales process that slow you down. That’s where these tools make the most sense.

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Try Lindy, one of the best AI sales tools to automate sales tasks

Lindy can be your AI sales tool that automates training, outreach, and CRM updates. It lets you create AI agents for your use cases with the visual workflow builder, offers hundreds of ready-to-use templates for sales, and connects with 4,000+ apps.

Here’s why Lindy stands out among other AI sales tools:

• Drag-and-drop workflow builder for non-coders: You don’t need any technical skills to build workflows with Lindy. It offers a drag-and-drop visual workflow builder. 
• Create AI agents for your use cases: You can give them instructions in everyday language and automate repetitive tasks. For instance, create an assistant to find leads from websites and sources like People Data Labs. Create another agent that sends emails to each lead and schedules meetings with members of your sales team.  

• Free to start, affordable to scale: Build your first few automations with Lindy’s free version and get up to 40 tasks. With the Pro plan, you can automate up to 1,500 tasks, which offers much more value than Lindy’s competitors.  

Try Lindy today for free.

Frequently asked questions

What are AI sales tools?

AI sales tools are software platforms that use artificial intelligence to support and automate parts of the sales process. These tools help with tasks like lead scoring, outreach personalization, forecasting, call analysis, and CRM updates. They reduce the manual work for sales teams and let them focus on conversations and deal execution.

How do I choose the right AI sales tool for my business?

To choose the right AI sales tool for your business, identify the main bottleneck in your sales process and select a tool that addresses that specific challenge. Make sure it integrates with your existing CRM and sales systems.

How can I use AI sales software to improve my sales process?

AI sales software improves your sales process by automating repetitive tasks and providing actionable insights that help you focus on high-value activities. It can handle follow-ups, CRM updates, and lead prioritization to boost efficiency.

What are the main benefits of using AI sales tools?

Saved time, improved focus, and better personalization are some of the benefits of AI sales tools. They automate repetitive tasks like follow-ups, data entry, and lead scoring, can prioritize high-intent leads, and surface deal risks earlier. 

Can AI sales tools integrate with my existing CRM or sales software?

Yes, most AI sales tools can integrate with your existing CRM or sales software like Salesforce, HubSpot, Zoho, and Pipedrive. This ensures all your data stays synchronized and up-to-date.

Are AI sales tools suitable for small businesses or only for large enterprises?

AI sales tools work for both small teams and large enterprises. Many tools offer entry-level plans for founders and small teams. Larger teams can upgrade to higher-tier plans for advanced features like forecasting, AI agents, and multi-system integrations as they scale.

How secure is my data when using AI sales tools?

Most AI sales tools offer strong security measures to keep your data safe. Look for platforms that adhere to industry standards such as encryption, access controls, and compliance certifications. Lindy, for example, supports AES-256 data encryption, access controls, and is SOC 2 and HIPAA compliant. 

Will AI sales tools replace human sales reps?

No, AI sales tools will not replace sales reps as they cannot replicate human judgment. They support reps by handling repetitive work like logging activity, drafting messages, and scheduling follow-ups. This gives reps more time to focus on conversations, relationships, and closing deals.

How quickly can I see results after implementing an AI sales tool?

You can usually see results from an AI sales tool within a few weeks of implementation. The earliest improvements often include faster lead responses and cleaner pipelines.

What types of tasks can AI sales tools automate?

AI sales tools can automate outreach, follow-ups, lead scoring, meeting scheduling, and CRM updates. Some tools also analyze calls, flag at-risk deals, and suggest next actions. This automation removes hours of manual work each week.

Do AI sales tools require technical expertise to set up and use?

​​No, most AI sales tools are user-friendly and do not require technical expertise to set up and use. They often provide step-by-step setups, templates, and intuitive interfaces.

How do I measure the ROI of an AI sales tool?

To measure the ROI of an AI sales tool, compare key performance metrics before and after implementation. Focus on time saved, increased revenue, and improved conversion rates to assess impact.