Helpful Summary

• Overview: In this guide, we review 10 top AI sales assistant tools, focusing on their unique features, pros, cons and pricing. 

• Why Trust Us: Top businesses use ServiceBell to engage more sales-qualified leads and significantly increase their conversions. 

• Why It Matters: AI sales assistants can reduce administrative burdens, prevent lead loss, and provide consistent, data-driven insights, thereby allowing your sales teams to focus on relationship-building and closing deals.

• Action Points: We recommend booking a ServiceBell demo to learn more about how our solution works for qualifying and engaging more high-intent leads. 

• Further Research: Explore our blog for more expert insights and tips to improve your inbound and outbound sales process. 

Need Help Finding an AI Sales Assistant for Your Team?

AI sales tools are transforming the sales landscape by automating tedious tasks and delivering unique insights into user behavior. They’re reshaping how sales professionals engage with prospects and seal the deal. Think of these algorithms as your virtual sales assistants, giving your business that much-needed competitive edge.

These tools are designed to complement your team by handling tasks that can be automated or optimized, like data entry, lead qualification, and scheduling follow-ups. They help your team work smarter, not harder. 

But with so many options in the fast-evolving world of AI, how do you choose the right one? Don’t stress—we’ve got your back. In this ServiceBell guide, we review 10 of the best AI sales assistant toos currently available, focusing on their features and pricing, so you can focus on what really matters: growing your business!

What is an AI Sales Assistant?

An AI Sales Assistant is a specialized software solution designed to support sales teams by automating routine tasks and providing intelligent insights. Think of it as a super smart extension of your team that’s always available to help with several tasks. 

Unlike traditional tools, these assistants leverage artificial intelligence and machine learning to handle many functions, such as lead scoring, email drafting, meeting scheduling, website visitor engagement and more. They can also analyze large datasets to identify trends, suggest actions, and predict customer behaviors. 

But the real magic is how these assistants handle large amounts of data in the blink of an eye. They spot trends and make smart guesses that would take humans ages to figure out. This frees up your sales team to do what they do best—build relationships and close deals.

Why Use an AI Sales Assistant?

You may be wondering if AI sales assistant software is worth the investment. Let's explain the key reasons why your business might benefit from one:

Your Team is Drowning in Admin Work

If your sales reps spend more time updating CRMs and writing follow-up emails than actually selling, you've got a problem. AI sales assistants can automate these routine tasks and provide valuable insights, allowing your team to build relationships and close deals.   

You're Losing Leads

Ever had a hot lead slip through the cracks because someone forgot to follow up? AI assistants are like having a perfect memory on your team. They'll make sure no lead is left behind, sending timely reminders and even automated follow-ups when needed.

Your Sales Process isn't Consistent

If every rep on your team has their own way of doing things, it's hard to know what's working and what's not. AI assistants can help standardize your sales process, ensuring everyone follows best practices and making it easier to spot areas for improvement.

You're not Making the Most of Your Data

Your CRM is a goldmine of information, but who has time to dig through it all? AI assistants can analyze your data in seconds, spotting trends and insights that humans might miss. This can help you make smarter decisions about where to focus your efforts.

You're Struggling to Scale Your Sales Efforts

As your business grows, it gets harder to maintain that personal touch with every customer. AI assistants can help you personalize communications at scale, ensuring each prospect feels valued without burning out your team.

Your Sales Forecasting is Guesswork 

If your sales predictions feel like you’re throwing darts in the dark, an AI assistant can help. By analyzing historical data and current trends, these tools can provide more accurate forecasts to help you plan for the future.

Your Team Needs 24/7 Support

Customers don't always reach out during business hours. An AI assistant can provide round-the-clock support, answering questions and qualifying leads even when your human team is off the clock.

Criteria to Consider When Choosing the Right AI Sales Assistant Software

Picking the right AI sales assistant is like finding a new team member. You want to make sure it's a good fit. Here are the key things to keep in mind:

• Integration Capabilities: Your AI assistant needs to play nice with your existing tools. Look for software that easily integrates with your CRM, email platform, and other sales tools. The last thing you want is to create more work trying to get your new assistant to cooperate with your current setup.

• Customization Options: Every sales team is unique. Your AI assistant should be flexible enough to adapt to your specific processes and needs. Can you customize the AI's responses? Can you teach it your company's tone and style? The more you can tailor it to your business, the better.

• Ease of Use: A complicated tool that no one wants to use is just a waste of money. Look for an AI assistant with an intuitive interface that your team can pick up quickly. The goal is to make your team's life easier, not give them a new headache to deal with.

• Learning Capability: The best AI assistants get smarter over time. They should learn from interactions, adapt to your team's style, and continuously improve their performance. This means the tool will become more valuable the longer you use it.

• Scalability: Your business is growing, and your AI assistant should be able to grow with you. Consider whether the software can handle an increasing volume of data and users without losing performance.

• Reporting and Analytics: A good AI assistant doesn't just do tasks – it provides valuable insights. Look for robust reporting features that can give you a clear picture of your sales performance and where there's room for improvement.

• Cost and ROI: Finally, consider the price tag. But don't just look at the upfront cost – think about the potential return on investment. How much time will it save your team? How many more deals could you close with its help? A good AI assistant should pay for itself in improved efficiency and increased sales.

10 Best AI Sales Assistant Software in 2024

1. ServiceBell

2. Freshsales

3. Pipedrive AI 

4. Clari 

5. Exceed.ai

6. My AI Front Desk

7. Zia - Zoho’s AI Assistant

8. Avoma 

9. Regie.ai

10. Gong Engage 

1. ServiceBell

The first AI sales assistant we recommend is ServiceBell's Live Chat. We designed this tool to enhance the customer experience while supporting your sales team.

Our solution leverages advanced language-learning models to interact intelligently, much like a human, through audio, text, and video. It pulls information from your website and user actions to provide relevant responses that guide leads through the sales process.  

So, how does it work? Let’s imagine a website visitor scrolling through your company's pricing page. They chat with our AI SDR, which tries to understand their needs and then provides relevant information from your website, help center, etc. It then schedules a demo if the visitor is interested in one.

But that’s not all. Our AI SDR also analyzes your visitors' responses and interactions to gauge interest and intent and syncs this data with your company’s CRM. If the visitor shows high interest, the conversation is instantly handed off to a human sales rep for more personalized assistance.

Key Features

• Video-First AI Live Chat: Our AI SDR engages directly with website visitors via live video. This can improve conversion rates by providing a more personal and immediate interaction experience.

• Automated Chat and Scheduling: It can automatically qualify leads and schedule meetings, ensuring that no potential customer is left unattended, even outside business hours.

• Integration with HubSpot and Salesforce: Our AI SDR integrates seamlessly with CRM systems like HubSpot and Salesforce, enabling real-time updates and data synchronization for a unified customer view.

• Customizable Widgets and Journeys: Businesses can tailor the appearance and functionality of chat widgets to match their branding and guide visitors through personalized customer journeys.

• Real-Time Visitor Monitoring: It provides features for monitoring website visitors in real-time, allowing sales reps to prioritize high-value leads based on criteria like visitor behavior and intent data.

• Routing and Alerts: Our AI SDR automatically routes website visitors with high intent to the appropriate sales representative, ensuring timely engagement with high-value prospects.

Pricing

The AI Live Chat tool is available as part of our Inbound Plan, starting at $2,000 monthly. We also have a bigger plan, the Go Allbound Plan, which includes the Inbound, Outbound, and Spotlight plans, starting at $2,500 monthly. 

Pros

• Offers more intelligent and human-like interactions than traditional chatbots

• Provides in-depth lead data from website behavior and conversation insights

• Frees up human sales teams to focus on high-quality leads and meaningful work

• Handles multiple conversations simultaneously, improving website conversion rates

• The combination of text, audio, and video offers versatile communication options

Cons

• No free trial

2. FreshSales

Freshsales offers an AI sales assistant named Freddy as part of the Freshworks CRM suite. Freddy is designed to help sales teams by analyzing data, providing insights, and automating tasks. 

It can find potential customers, create personalized emails, and offer real-time recommendations to close deals faster. Freddy also integrates with CRM systems to improve sales efficiency.  

Key Features

• Lead Scoring: Freddy analyzes data points and behavioral patterns to score leads, ensuring high-potential prospects are prioritized. 

• Intelligent Workflow Automation: Automates repetitive tasks, such as data entry and follow-up scheduling, freeing up more time for your team. 

• Natural Language Processing (NLP): Allows for conversational interactions and data retrieval through a chatbot interface.

Pricing

Frehsales offers three pricing plans catering to different business sizes and needs: 

• Growth Plan: $9 per user/month, ideal for startups and SMBs

• Pro Plan: $39 per user/month, suitable for growing businesses

• Enterprise Plan: $59 per user/month, ideal for large businesses  

Pros

• Automates repetitive tasks for more productivity

• Improves customer engagement with personalized communication

• Offers insights and predictions that help improve decision-making

Cons

• Advanced features are available only in higher-priced plans

• Fewer integrations compared to some competitors

• Users have reported inconsistent support experiences

3. Pipedrive AI

The next AI sales assistant on the list is the Pipedrive AI. It’s integrated into Pipedrive's CRM platform, enhancing sales efficiency through AI-driven automation and insights. For example, it can serve as a personal assistant that identifies patterns, recommending high-potential deals and next actions to prioritize to your sales team. If your team needs a tool that helps your team prioritize tasks, streamline communication, and optimize workflows, this is for you. 

Key Features

• AI Sales Assistant: This tool provides tips on high-probability deals and recommends the next best actions to prioritize.

• AI Email Generator: It crafts personalized emails using simple prompts, saving time and enhancing communication. 

• AI Email Summarization: It summarizes long email threads into brief summaries, improving clarity and decision-making. 

• Smart Integration Recommendations: The tool offers tailored app recommendations to optimize CRM use and streamline workflows.  

Pricing

Pipedrive AI features are available on three of Pipedrive’s five plans: 

• Professional Plan: $49 per seat/month

• Power Plan: $64 per seat/month

• Enterprise Plan: $99 per seat/month

Pros

• Automates routine tasks to save time and improve efficiency

• Provides actionable insights and recommendations

• Improves email management and response generation

Cons

• Some AI features may not be fully customizable

• Most useful features are available only on the paid plan

4. Clari AI

Clari provides an AI-powered assistant that optimizes sales processes. It helps sales teams improve forecasting accuracy, manage pipelines, and enhance sales execution. It also records and transcribes calls, provides real-time coaching, and offers deep sales intelligence. 

Sales teams can also get actionable insights that help them manage their pipeline more effectively and close deals faster. 

Key Features

• Opportunity Management: As a sales assistant, the tool effectively tracks deal progress and identifies at-risk deals.

• Forecasting & Pipeline Management: It also provides real-time forecasting with predictive analytics for more informed decisions.

• Sales Engagement: Sales teams can use Clara to automate data entry and capture key sales activities.

Pricing

Clari offers four different plans, each with different features. However, the AI sales assistant is available only on the RevAI package. All the plans and quotes are customized based on the specific needs of your business. 

Pros

• Enhances visibility into the sales pipeline

• Automates routine data entry tasks, saving time

• Provides actionable insights for better decision-making

Cons

• Initial setup and customization can be complex

• May require training for teams to fully leverage all features

5. Exceed.ai

Exceed.ai is an AI sales assistant designed to automate lead engagement, qualification, and meeting scheduling. It interacts with leads through email and chat, answers questions, handles objections, and follows up as needed. Such a resourceful AI sales assistant helps automate these tasks, allowing your team to prioritize more important tasks. 

Key Features

• Automated Lead Engagement: Interacts with leads via email and chat, answering questions, handling objections, and following up as needed. 

• Lead Qualification: The AI assistant asks qualifying questions and evaluates responses to determine if a lead is ready for a sales conversation. 

• Multi-channel Engagement: Exceed.ai can engage leads across multiple channels, including email, chat, and SMS, ensuring a seamless and consistent experience.  

Pricing

The pricing system at Exceed.ai AI sales assistant is not publicly available. You can contact the sales team for a plan and quote tailored to your business needs. 

Pros:

• Automates lead engagement, qualification, and follow-ups.

• Customized interactions through email and chat, enhancing customer experience 

• Integrates with CRM systems, ensuring data is up-to-date and actionable

Cons

• The AI may occasionally struggle with complex queries

• Initial setup and integration with existing systems can be time-consuming

• The pricing can be high, especially for smaller businesses

6. My AI Front Desk

While it is not primarily designed as a regular AI sales assistant, My AI Front Desk can be very helpful to your sales team. It is an AI-powered virtual receptionist that optimizes customer service operations and efficiently handles customer inquiries and appointments. It’s your go-to tool to streamline your front desk operations. 

Key Features

• Capture Missed Calls: It can manage unlimited phone calls simultaneously, ensuring no call goes unanswered while offering transcripts, text histories, and voicemail access.  

• Appointment Scheduling: It can schedule appointments directly, integrating with your existing scheduling tools to ensure seamless booking.

• Customizable Responses: The AI can be tailored to provide responses that match your brand’s tone and style, ensuring consistent and accurate information.

Pricing

My AI Front Desk offers a Small Business Plan at $65 per month. There’s also an Advanced Integration Plan for larger businesses interested in personalized features. The sales team can provide a quote for the plan.  

Pros

• 24/7 availability ensures no customer inquiry is missed

• Customizable responses to match the brand’s tone and style

• Offers detailed insights into customer interactions for better service quality 

Cons

• While affordable, the monthly fee might be high for very small businesses

• Some users may need time to understand all its features and capabilities fully

7. Zia

Zia is Zoho’s AI-powered assistant, and it can be your AI sales assistant. The tool can help your sales team by analyzing client behavior to suggest the best times to contact them. It can also automate routine responses and manage leads by filling in missing information. Zia integrates seamlessly with Zoho’s ecosystem, offering valuable data insights. 

Key Features

• Generative AI Capabilities: Zia can generate content for emails and social media posts, provide content rephrase suggestions, and summarize content.  

• Sales and Support Assistance: Provides conversational interfaces for CRM updates and automates responses to customer inquiries.

• Task Automation: It automates routine processes, such as setting reminders and creating tasks, meetings, or calls.

Pricing

Zia is available as part of the Zoho suite Enterprise and Ultimate Plans, which costs $40 and $52 per month, respectively.

Pros

• Offers AI features like sentiment analysis and generative AI for content creation

• Automates routine tasks and provides actionable insights

• Can be customized to fit specific business needs

Cons

• Zia can be complex to set up and may require a learning period

• Access to premium customer support requires an additional purchase

8. Avoma

The next AI sales assistant on the list is Avoma, primarily designed as an AI-powered meeting assistant. It’s the ultimate solution to your team’s meeting challenges, supporting the entire lifecycle from scheduling to follow-up. It streamlines meeting management, enhances collaboration, and provides actionable insights through conversation intelligence.  

Key Features

• Automatic Transcription and Summarization: Avoma records, transcribes, and summarizes sales conversations, allowing sales reps to focus on the conversation rather than note-taking.

• AI-Generated Notes: It provides AI-generated notes for key topics, such as next steps, pain points, objections, and more, ensuring meetings are concise and impactful.

• CRM Integration: Avoma automates CRM data entry, ensuring that all relevant information from sales calls and meetings is accurately captured and updated.

Pricing

Avoma offers several pricing plans to cater to different needs. They are: 

• Free Plan: Basic AI meeting assistant features.

• Starter Plan: $19 per user/month, with limited AI meeting assistant features.

• Plus Plan: $49 per user/month, with unlimited AI meeting assistant features.

• Business Plan: $79 per user/month (billed annually), best for revenue teams.

• Enterprise Plan: $129 per user per month, best for large businesses and organizations 

Pros

• Efficient meeting management features

• AI-generated meeting notes

• Integration with multiple platforms

Cons

• Limited chat functionality

• Transcription quality depends on call quality 

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9. Regie.ai

Regie.ai Co-Pilot is another AI sales assistant that can boost your sales team’s productivity. It automates personalized messaging, prospect research, and routine tasks. With features like generative AI for crafting multi-touch sales sequences, real-time analytics, and seamless integration with sales platforms, Regie.ai can help you engage prospects more effectively and efficiently.

Key Features

• Personalized Messaging: Regie.ai uses generative AI to create personalized sales messages and multi-touch sales sequences, helping sales reps engage with prospects more effectively.

• Prospect Research: It automates the research process, providing relevant data points about prospects to craft highly personalized outreach.

• Automation: It automates routine sales tasks, such as follow-ups and content creation, allowing sales reps to focus on higher-value activities.

Pricing

There’s a Free Regie.ai Co-Pilot Plan with limited features but access to the AI Toolkit. For more features, you can choose between these two plans: 

• Pro Plan: Priced at $59 per user per month for individual sales reps

• Small Business Plan: Priced at $89 per user per month for small sales teams

Pros

• Significantly boosts productivity by automating personalized outreach

• Enhances engagement with highly tailored messaging

• Integrates well with major CRM systems and sales engagement platforms

Cons

• May require some learning to optimize AI tools for specific workflows

• Customization options might be limited for niche requirements

• The free plan is very limited

10. Gong Engage

The last entry on our list of AI sales assistants is Gong.io’s Gong Engage. It’s an AI-driven sales engagement tool that automates routine tasks, provides personalized email suggestions, and centralizes workflows. It offers real-time insights into sales conversations, helping sales teams prioritize deals and engage effectively with prospects and customers to drive revenue growth.

Key Features

• High-Quality Engagement: It helps sales teams engage with prospects and customers more effectively by leveraging AI to prioritize deals and produce call highlights.

• AI-Driven Automation: Gong Engage automates routine sales tasks, such as follow-ups and outreach, allowing sales reps to focus on high-value activities.

• Real-Time Insights: Gong Engage offers real-time insights into sales conversations, highlighting key moments, action items, and outcomes based on conversation analysis. 

Gong Engage’s pricing is part of the broader Gong platform. It includes platform fees and per-user charges. So, what you pay depends on your team's size and specific needs. You can reach the sales team for your customized quote. 

Pros

• Centralizes customer data and insights

• Automates repetitive tasks, freeing up time for sales teams

• Provides actionable intelligence to improve sales strategies

Cons

• May require time to fully integrate and train teams

• Advanced features may have a learning curve

Adopt a Reliable AI Sales Assistant to Boost Sales and Improve Productivity

AI sales assistants are changing the dynamics of the sales landscape. These tools offer a combination of efficiency and insight–something we’ve not seen in a long time. They can automate tedious tasks and offer precise lead recommendations, helping teams supercharge their sales strategy. 

As your AI SDR, ServiceBell can improve your sales process by holding helpful and human-like interactions with your website visitors. It engages them 24/7 through video, audio, and text, providing context-aware responses obtained from the information on your website and user behavior analysis. 

Get started with ServiceBell’s AI Live Chat today by booking a demo. 

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