Top 11 AI Sales Assistants to Automate and Scale Your Sales Process

Why do you need an AI Sales Assistant? Let us break it down.

Sales processes involve multiple moving parts on any given day. CRM upkeep, follow-ups, call recaps, pipeline maintenance, and that ever-growing list of leads you were supposed to contact last week? It’s a lot.

And here’s the kicker: despite bigger tech stacks, quota attainment is trending downward. According to Salesforce’s State of Sales report, just 28% of a rep’s time is spent selling. The rest is lost to data entry and lead management.

Now imagine having an assistant (or five) that works 24/7, remembers every follow-up, personalizes every message, and even alerts you to which deals are about to fall apart, even before they do.

An AI sales assistant software brings intelligence into every part of the sales process. Think lead scoring, smart outreach, real-time call insights, and deal risk detection.

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The Best AI Sales Assistant Software At a Glance

Below is a quick side-by-side look at the top AI sales assistant software to help you choose the best fit for your team.

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What Is an AI Sales Assistant?

Picture this: You finish a discovery call, and instead of scrambling to jot down notes or update the CRM, everything is already captured. The summary is waiting in your workspace. Key details are highlighted. Follow-up tasks are created. You haven’t lifted a finger.

Or think about the moments when you’re juggling a dozen deals and trying to keep track of who needs what. An AI sales assistant quietly keeps an eye on all of it. If a high-intent lead goes quiet, it nudges you. If someone in your pipeline suddenly re-engages with pricing, it immediately puts that deal on your radar.

It is not meant to replace the rep; rather, these tools remove the noise so reps can do the part of the job only humans can do.

💟 Example: As an AI-powered desktop companion, ClickUp Brain MAX can give sales leaders a competitive edge. With deep integration across your CRM, emails, calendars, and sales documents, Brain MAX always has the full context of your pipeline, deals, and team activity.

Simply speak your updates or questions using talk-to-text, and Brain MAX instantly captures notes, schedules follow-ups, and retrieves relevant client information.

It proactively surfaces opportunities, flags risks, and suggests next steps, helping you save time and close deals faster. With Brain MAX, sales leaders get a truly context-aware assistant that keeps everything organized, actionable, and always one step ahead.

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How AI Sales Assistants Work

AI sales assistants work by staying plugged into every corner of your sales workflow—your calls, your emails, your tasks, your CRM—and offering support at the moments when it matters most.

They start by listening. After each call, the AI pulls the conversation apart and pieces it back together in a clean, organized way. A rep doesn’t have to replay anything or guess what was said—the AI already captured the timeline, the pain points, and the next steps.

Then the AI starts looking ahead. It notices when deals don’t follow your usual patterns. If you typically get a reply within two days and one prospect suddenly goes dark, the AI doesn’t wait. It taps you on the shoulder and says, “Hey, this one might need attention.”

And as the day unfolds, the assistant supports the little moments that usually slow reps down. When you’re staring at an empty email draft, the AI offers a starting point. When you move a deal forward, it updates every place that detail matters—your CRM, your forecast, your reminders—without asking you to jump between three tabs.

The end result is that everything stays connected and updated. And the rep stays centered on the work that actually moves revenue.

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What Should You Look for In AI Sales Assistant Software?

If you’re exploring effective ways to use AI in the sales process, look for these must-have features of an AI sales tool:

• Predictive AI lead scoring: Helps your team focus on deals most likely to convert by analyzing behavioral signals, historical data, and pipeline trends, reducing time wasted on cold leads and improving forecast accuracy
• Seamless automation: Automates routine repetitive tasks like follow‑up emails, call logging, meeting scheduling, and pipeline updates to reduce administrative overhead
• Conversational intelligence: Analyzes tone, talk ratios, objections, and competitor mentions to help managers coach reps and improve messaging at scale
• Content generation assistance: Creates personalized sales emails, demo videos, and scripts using AI without compromising message quality or brand voice
• Deep CRM and tech‑stack integration: Connects seamlessly to your CRM, messaging, and communication tools to avoid manual setup or missed lead data
• Scalability & user experience: Grows with your team using a platform that stays intuitive, configurable, and adds real value, even as your sales process evolves

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The Best AI Sales Assistant Tools for Automating Your Sales Process

Read on for the top AI tools for sales that are helping sales teams follow and close deals with more precision.

1. ClickUp (Best for sales workflow automation and customer communication)

ClickUp is the world’s first converged AI workspace that brings tasks, pipelines, team communication, and AI tools into one place. Instead of bouncing between your CRM, call notes, sales deck folders, and follow-up emails, you can manage the entire sales process right from ClickUp.

At the center of it all is ClickUp for Sales Teams, a workspace with built-in CRM, that streamlines and automates your entire sales process. You can assign leads, set follow-ups, build real-time dashboards to track sales performance via AI-generated ClickUp Tasks using customizable workflows and sales funnel templates to keep your reps focused on selling.

ClickUp Brain, combined with Brain Agent, AI Notetaker and custom AI agents, powers all your workflows. As the built-in, contextual AI assistant within ClickUp, it generates call summaries, email drafts, and transcriptions, leveraging the same generative AI in sales that’s redefining outbound strategies today. This way, ClickUp Brain helps reduce friction between touchpoints by connecting every workflow, giving you faster handoffs and cleaner follow-through on every deal.

Once your team has a task structure in place, ClickUp Automations and Agents help take things off their plate, making it a great fit for teams exploring sales automation tools that reduce busywork. Instead of manually updating deal stages or assigning follow-ups, you can set up simple “if this, then that” workflows that trigger automatically.

Assign tasks when a lead reaches a new stage, update statuses after meetings, or send alerts when deals go cold. It’s an easy way to reduce admin work and keep more deals moving without delays.

Here’s how you can set up custom Agents to automate workflows. ⬇️

ClickUp for Sales Teams goes beyond just task management and automation. It brings everything into one centralized workspace, including lead tracking, collaboration, reporting, and leadership handoffs. You can create performance dashboards, align around sales goals, and ensure every rep stays accountable across the funnel.

For a ready-to-use system, the Sales Tracker Template by ClickUp provides a visual framework to monitor lead stages, rep activities, and performance trends in real time.

Get free template

You can explore our Sales CRM Template for managing accounts and deals, or the Sales Plan Template to outline sales strategies, team goals, outreach plans, and revenue milestones.

ClickUp best features

• Multiple AI models for advanced support: Switch between AI models, like Claude, Gemini and ChatGPT, to get the right kind of assistance—whether they need fast summaries, deeper analysis, email drafting, or conversation prep
• ClickUp Clips for async demos: Record quick walkthroughs, product explanations, or personalized sales demos using Clips. AI transcribes and summarizes them automatically, making it easy to share async updates with prospects who prefer to watch on their own time
• ClickUp Chat for integrated communication: Keep conversations, deal updates, questions, and internal alignment in one place using Chat View. Reps don’t have to bounce between Slack, email, and CRM comments—everything stays inside the task tied to the deal
• Custom dashboards for sales visibility: Build real-time sales dashboards via ClickUp Dashboards to visualize pipeline status, team performance, deal velocity, and forecast metrics without using spreadsheets or switching between tools
• Docs connected to deals: Keep discovery notes, proposals, or onboarding guides tied directly to relevant tasks using ClickUp Docs so your team has full context during every stage of the deal cycle
• Custom Fields and Statuses: Tailor your sales workflow by adding custom fields like deal size, lead source, or priority, and track every opportunity with clear progress statuses aligned to your pipeline stages
• Email and calendar integration: Send and receive emails directly from tasks, sync meetings with your Google or Outlook calendar, and keep communication tied to deals without switching platforms via Email Project Management
• ClickUp Forms for lead intake: Collect high-quality leads using branded forms that feed directly into your workspace—automatically create tasks, assign reps, and trigger workflows the moment a prospect fills out a form

ClickUp limitations

• Access to advanced AI features is restricted to higher-tier pricing plans, which may limit adoption for smaller teams with tighter budgets or simpler use cases

ClickUp pricing

ClickUp ratings and reviews

• G2: 4.7/5 (10,300+ reviews)
• Capterra: 4.6/5 (4,400+ reviews)

What are real-life users saying about ClickUp?

Here’s a G2 review:

2. Clari (Best for revenue forecasting and pipeline visibility)

Clari is a Revenue Orchestration Platform that integrates AI deeply across sales engagement, pipeline management, deal inspection, forecasting, and retention.

The tools’ AI-powered forecasting capabilities deliver enterprise-grade accuracy by analyzing historical trends, deal-level activities, and real-time signals. Risky deals are highlighted early and backed by AI-guided remediation steps.

Moreover, the Deal Inspection & Trend Analysis agents help sales managers surface slipping or stalled deals before they impact revenue.

Clari best features

• Use Clari’s predictive sales forecasting to roll up projections from individual reps to executives, with confidence levels based on deal stage activity, multi-threading, and historical close rates
• Drill into week-over-week pipeline shifts, stalled deals, and rep activity patterns, like email velocity or meeting frequency, to proactively coach and reallocate effort where it’s needed most
• Align Go-to-Market teams with structured, weekly revenue cadences that combine forecast reviews, pipeline health checks, and commit calls, ensuring accountability across sales, marketing, and customer success teams

Clari limitations

• Switching between platforms can be cumbersome, and the lack of connected team structures makes reporting and data analysis more manual and time-consuming

Clari pricing

• Custom pricing

Clari ratings and reviews

• G2: 4.6/5 (5,400+ reviews)
• Capterra: 4.7/5 (300+ reviews)

What are real-life users saying about Clari?

Here’s a G2 review: 

3. Gong (Best for deep deal execution insights and conversation analytics)

Gong captures, transcribes, and analyzes customer interactions, including web conferences, phone calls, and emails, to extract key insights from actual conversations.

It synthesizes over 300 buying signals to assess deal health and generate more accurate forecasting than CRM fields alone. Its dashboards flag stalled or at-risk deals to enhance pipeline visibility for revenue teams.

Gong integrates with CRMs, such as Salesforce, HubSpot, and Microsoft Dynamics, as well as calendars (G Suite, Office 365), Slack, and Zoom, to enrich CRM data with insights from stored customer interactions.

Gong best features

• Get a deal execution view that maps rep activity, stakeholder engagement, and communication recency across every opportunity
• Automatically surface key coaching moments based on metrics like talk ratios, objection handling, competitor mentions, and custom trackers that reflect your sales methodology
• Spot deals with declining buyer engagement or single-threaded conversations using visual heatmaps, helping leaders intervene before more deals go cold

Gong limitations

• The platform’s value hinges on leadership adoption—without consistent use in coaching and pipeline reviews, the data-driven insights often stay unused at the rep level

Gong pricing

• Custom pricing

Gong ratings and reviews

• G2: 4.8/5 (6,200+ reviews)
• Capterra: 4.8/5 (500+ reviews)

What are real-life users saying about Gong?

Here’s a G2 review:

4. Salesforce Sales Cloud with Einstein Copilot (Best for enterprise-grade AI across the full revenue stack)

The Salesforce Sales Cloud Platform unifies accounts, contacts, history, and interactions in a single, consolidated profile for informed engagement, and surfaces live deal changes in terms of size, stage, and momentum to enable proactive interventions.

The Agentforce AI agents & Sales Coach tools are embedded in workflows to align AI with human sales skills, helping sellers with real-time research, messaging advice, status updates automation, and simulated negotiation coaching.

The Einstein Copilot uses AI to prioritize high-potential leads and deals based on conversion likelihood and surfaces conversation and relationship insights for deeper prospect context.

Salesforce Sales Cloud best features

• Coordinate next steps across sales, service, and marketing with Einstein Copilot, generating intelligent follow-up actions based on unified customer activity
• Use Einstein 1 Studio to build org-specific AI prompts with compliance controls that securely access CRM data without third-party LLM exposure
• Autolog emails, meeting notes, and call summaries to remove admin overhead and use AI for data analysis to refine close-date predictions and pipeline accuracy

Salesforce Sales Cloud limitations

• Occasionally, pages or reports can be slow to load, especially when dealing with large datasets or complex dashboards

Salesforce Sales Cloud pricing

• Starter Suite: $25 per month/user (billed annually)
• Pro Suite: $100 per month/user (billed annually)
• Enterprise: $175 per month/user (billed annually)
• Unlimited: $350 per month/user (billed annually)
• Agentforce 1 Sales: $550 per month/user (billed annually)

Salesforce Sales Cloud ratings and reviews

• G2: 4.4/5 (23,300+ reviews)
• Capterra: 4.4/5 (18,800+ reviews)

What are real-life users saying about Salesforce Sales Cloud?

Here’s a G2 review:

📮 ClickUp Insight: 30% of workers believe automation could save them 1–2 hours per week, while 19% estimate it could unlock 3–5 hours for deep, focused work.

Even those small time savings add up: just two hours reclaimed weekly equals over 100 hours annually—time that could be dedicated to creativity, strategic thinking, or personal growth. 💯

With ClickUp’s AI Agents and ClickUp Brain, you can automate workflows, generate project updates, and transform your meeting notes into actionable next steps—all within the same platform. No need for extra tools or integrations—ClickUp brings everything you need to automate and optimize your workday in one place.

💫 Real Results: RevPartners slashed 50% of their SaaS costs by consolidating three tools into ClickUp—getting a unified platform with more features, tighter collaboration, and a single source of truth that’s easier to manage and scale.

Build an agent today

5. HubSpot Sales Hub (Best for scaling SMBs and inbound sales teams)

HubSpot Sales Hub brings structure and visibility to the top of the funnel, making it a strong fit for teams scaling their inbound motion. The platform stands out by unifying marketing and sales data, enabling context-rich prospect engagement without forcing teams to switch between multiple tools.

Built-in AI tools assist with deal prioritization, call analysis, and rep enablement, all while feeding real-time updates into a central CRM. For teams looking to scale fast, HubSpot reduces the need for extra AI sales tools with its all-in-one interface.

For smaller sales teams, HubSpot is often the first stop for operational maturity. It offers pre-configured automation flows, sales playbooks, and deal pipeline templates to help teams move quickly without relying on developers or external tools. And as the sales org grows, it’s easy to layer in more advanced features like conversation intelligence, call coaching, and revenue attribution.

HubSpot Sales Hub best features

• Get access to a shared inbox with AI-generated context that connects reps to every conversation and touchpoint
• Guide reps through structured discovery and objection handling using customized templates and AI-generated prompts with the Sales Playbooks module 
• Use built-in conversation intelligence to record, transcribe, and tag calls for keyword mentions and coaching opportunities directly in the CRM

HubSpot Sales Hub limitations

• Large databases or very active teams may notice lag when loading records, switching pipelines, or syncing data

HubSpot Sales Hub pricing

• Free Tools
• Sales Hub Starter: $15 per month/user 
• Starter Customer Platform: $20 per month/user
• Sales Hub Professional: $100 per month/user
• Sales Hub Enterprise: $150 per month/user

HubSpot Sales Hub ratings and reviews

• G2: 4.4/5 (12,400+ reviews)
• Capterra: 4.5/5 (480+ reviews)

What are real-life users saying about HubSpot Sales Hub?

Here’s a G2 review:

6. Lavender (Best for improving cold email performance)

As an AI email marketing tool, Lavender provides instant coaching directly inside your email client (Gmail, Outlook, Chrome extension, etc.), suggesting improvements in subject line effectiveness, sentence structure, tone, and readability.

As you write, the tool pulls in prospect data and personality traits, news, and company context to generate real-time personalization suggestions to help craft more engaging intros and value props tailored to each recipient.

It also provides email performance metrics as well as trend analysis and KPI reporting across open rates, reply rates, and sentiment for increased campaign optimization.

Lavender best features

• Use the in-browser email intelligence to evaluate tone, sentiment, and structure in real time and strengthen message effectiveness
• Get personalized suggestions for contact-specific intros by analyzing LinkedIn profiles, past customer interactions, and CRM notes
• Visualize team analytics on a dashboard, such as response data by rep, subject line, and personalization depth, to devise effective coaching strategies

Lavender limitations

• Some users felt that the tool’s feedback tends to be limited to critiquing sentence length rather than offering meaningful improvements

Lavender pricing

• Basic: Free Forever
• Starter: $29 per month/user
• Individual Pro: $49 per month/user
• Team Plan: $99 per month/user

Lavender ratings and reviews

• G2: 4.8/5 (60+ reviews)
• Capterra: Not enough reviews

What are real-life users saying about Lavender?

Here’s a G2 review:

7. Regie.ai (Best for AI-powered sales content creation)

Regie is an AI-native Sales Engagement Platform that consolidates prospect sourcing, outreach, enrichment, intent-based prioritization, and parallel dialing into a single tool. It uses the ‘3 P’ framework—Persona, Pain Point, Value Proposition—to align every message with a relevant buyer insight and boost engagement.

Regie’s AI Assistant and Rapid Writer help generate subject lines, intros, value props, call scripts, InMail messages and a variety of other sales enablement content. You can also use the Blocks feature to store high-performing intros and subject lines and repurpose them in campaigns for consistency and speed.

Regie.ai best features

• Build entire outbound workflows using the Campaign Builder’s drag-and-drop interface, with AI-generated content tailored to each persona and buyer stage
• As the content scoring engine to evaluate drafts using engagement metrics from past campaigns to suggest high-performing alternatives
• Centralize winning scripts and sequences in a team-wide content library, ensuring messaging consistency across reps

Regie.ai limitations

• Several users reported that the messaging can sound robotic and often feels less natural, requiring manual editing to humanize

Regie.ai pricing

• AI Agents: Starting at $35K
• AI Agents + AI Dialer: Starting at $35K
• RegieOne: Custom pricing

Regie.ai ratings and reviews

• G2: 4.4/5 (300+ reviews)
• Capterra: Not enough reviews

What are real-life users saying about Regie.ai?

Here’s a G2 review:

8. Clay (Best for sales prospecting and lead enrichment)

Clay integrates over 50–130 data sources (e.g., Clearbit, Apollo, Hunter, BuiltWith), using a waterfall approach and automatically falling through sources.

The tool’s AI research agent, Claygent, scrapes websites, tech stack, funding news, or blog content to help sales teams gain insights directly from a prospect’s online activity.

It also supports native integration with CRMs, such as Salesforce and HubSpot, as well as outreach tools like Outreach.io or Salesloft, via Zapier/webhooks.

Clay best features

• Get real-time updates on contact and company fields using public sources and APIs for fresher targeting
• Generate custom snippets like icebreakers or pain point references at scale
• Use the visual workflow builder to enable non-technical users to automate prospecting triggers based on buyer behavior or intent

Clay limitations

• Data import into existing databases is less seamless than it could be, with the usual effort of merging data and handling duplicates

Clay pricing

• Free
• Starter: $149 per month/user
• Explorer: $349 per month/user
• Pro: $800 per month/user
• Enterprise: Custom pricing

Clay ratings and reviews

• G2: 4.9/5 (150+ reviews)
• Capterra: Not enough reviews

What are real-life users saying about Clay?

Here’s a G2 review:

9. Dialpad (Best for AI-powered sales call management)

Built on Dialpad’s proprietary LLM (DialpadGPT) trained on over 6 billion minutes of business conversations, this platform enables accurate speech-to-text transcription, sentiment analysis, keyword tracking, and conversational insights.

Dialpad’s AI Sales Centre equips reps with real-time call guidance based on tone, keywords, and objection triggers. Sales managers can set up coaching triggers for live prompts and use Dialpad’s recordings and transcripts to build onboarding libraries. It’s a solid choice for call-heavy teams that prioritize on-call performance and post-call analysis.

Dialpad best features

• Enable live coaching with real-time call assist features that prompts reps when objection patterns or competitor mentions appear mid-call
• Let sales managers track conversations by theme, stage, or outcome for post-call coaching using custom call tagging
• Create coaching playlists to compile standout call segments into structured learning modules for rep enablement

Dialpad limitations

• Live transcription accuracy may drop in noisy environments or with multi-accent teams

Dialpad pricing

• Standard: $27 per month/user
• Pro: $35 per month/user
• Enterprise: Custom pricing

Dialpad ratings and reviews

• G2: 4.4/5 (4,300+ reviews)
• Capterra: 4.2/5 (500+ reviews)

What are real-life users saying about Dialpad?

Here’s a G2 review:

10. Apollo.io (Best for all-in-one outbound prospecting)

Apollo.io helps teams implement client acquisition strategies from lead discovery to outreach execution. With a proprietary database of over 275 million contacts and native sequencing tools, Apollo reduces reliance on third-party enrichment or dialer tools.

The tool’s AI assistant suggests optimal subject lines, content, and timing based on performance history and real sales data. Moreover, AI-powered workflow automation enables full automation of prospect list building, enrichment, scoring, messaging, and CRM syncing in a single streamlined flow.

Apollo.io best features

• Use the advanced search filters to zero in on high-quality leads using granular attributes like company tech stack, job title, or hiring signals
• Automate multi-touch personalized outreach across email, voice, and LinkedIn with built-in reply tracking
• Install the Chrome extension to get quick access to contact details and engagement history directly from LinkedIn or email inboxes

Apollo.io limitations

• Occasionally, users have reported coming across outdated email addresses or incorrect job titles, which affects outreach efficiency

Apollo.io pricing

• Free
• Basic: $59 per month/user
• Professional: $99 per month/user
• Organization: $149 per month/user

Apollo.io ratings and reviews

• G2: 4.7/5 (8,900+ reviews)
• Capterra: 4.5/5 (300+ reviews)

What are real-life users saying about Apollo.io?

Here’s a G2 review:

11. Outreach (Best for enterprise sales engagement and automation)

Outreach is a reliable tool for enterprises that require tight governance, coaching infrastructure, and multi-team visibility across the entire sales funnel. 

The tool’s Smart Deal Assist predicts deal outcomes (~81% accuracy) and proactively suggests actions to keep deals on track. And with Outreach Kaia, reps get real-time call coaching, email analytics, and deal health insights in a single integrated platform.

The tool automatically logs emails, calls, meetings, and tasks to CRM (Salesforce, Dynamics, HubSpot) and enables performance benchmarking and fine-tuning of outreach strategies.

Outreach best features

• Generate deal acceleration scores to highlight pipeline gaps by analyzing cadence activity, rep behavior, and buyer response rates
• Use live call intelligence to provide coaching moments, auto-logged notes, and follow-up reminders and reduce manual work
• Create sales rep performance reports to benchmark activity, conversion, and engagement trends and surface coaching opportunities

Outreach limitations

• Technical limitations like the inability to handle duplicate records (lead and contact with the same email in Salesforce) can cause errors without clear messaging, making it harder to troubleshoot issues

Outreach pricing

• Custom pricing

Outreach ratings and reviews

• G2: 4.3/5 (3,400+ reviews)
• Capterra: 4.4/5 (300+ reviews)

What are real-life users saying about Outreach?

Here’s a G2 review:

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Benefits of AI Sales Assistants

AI sales assistants make sales teams faster, sharper, and far less buried in admin work. They don’t magically close deals for you—but they remove the friction that keeps reps from doing their best work.

Here’s what actually changes when AI steps in:

More selling time, less scrambling

Reps finally get their day back. Instead of ending a call with 20 minutes of cleanup, the AI has already captured the summary, pulled out the next steps, and updated the CRM. That time rolls straight back into real sales conversations instead of admin tasks.

Cleaner data without forcing reps to “be more disciplined”

Most CRM issues don’t come from lack of effort, they come from lack of time. AI fills in the gaps by logging activities, updating fields, and keeping records consistent in the background. Managers get reliable dashboards. Reps get a system that doesn’t punish them for being busy.

Faster, more personalized outreach

When AI drafts emails, it’s not creating generic messages. It uses the rep’s past conversations, the prospect’s behavior, and the context of the deal. The rep still approves the message, but the blank-page pressure is gone.

Earlier warnings when deals start slipping

AI notices the small signs humans miss: a usually responsive lead suddenly going quiet, a deal without a next step, or an account showing renewed interest late at night. These nudges help reps act before a deal fades away.

A smoother, more predictable pipeline

Because AI connects activity across tools, calls, emails, tasks, CRM updates, everything stays in sync. Reps work from a single, accurate picture instead of guessing. Managers get forecasts that reflect what’s actually happening, not what should be happening.

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AI Sales Assistants vs. Human Sales Reps

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Start Selling Smarter with ClickUp

Sales isn’t slowing down, and neither should you.

From forecasting risk to accelerating follow-ups, the right tool cuts through complexity and helps your reps stay focused on revenue.

ClickUp’s AI sales assistant brings everything together in one workspace: CRM views, task tracking, sales dashboards, built-in automations, and AI features designed to remove friction at every stage of the sales cycle.

Try ClickUp AI for free today and transform how your sales team sells, collaborates, and wins.

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