Sales success now depends on speed, personalization, and timing—and AI is changing how top teams achieve all three.
The right AI sales tools can pinpoint your best leads before your competitors reach them, craft personalized outreach in seconds, and automate the repetitive admin that drags out the sales cycle.
But with new platforms popping up every month, finding the tools that truly move the needle is tricky. This guide cuts through the noise with the best AI sales tools proven to boost conversions and shorten deal times.
👀 Did You Know? Modern, scripted canvassing was codified at NCR in the late 1880s via the NCR Primer by Joseph H. Crane, and telephone-based selling appears in trade literature from the early 1900s; the term ‘cold call’ is attested in print by 1925.
Top 10 AI Sales Tools for Faster Conversions
- What Should You Look for in AI Sales Tools?
- AI Tools for Sales at a Glance
- The 10 Best AI Sales Tools
- How we review software at ClickUp
- 1. ClickUp (Best for AI-powered sales efficiency)
- 2. HubSpot Sales Hub (Best for all-in-one sales, marketing, and AI insights)
- 3. Salesforce Einstein (Best for AI-powered enterprise sales intelligence)
- 4. Outreach (Best for AI-powered outbound sales and multi-touch sequences)
- 5. Conversica (Best for AI-powered lead engagement and follow-ups)
- 6. Reply.io (Best for cold outreach and multichannel sales engagement)
- 7. Gong (Best for AI-driven sales coaching and call intelligence)
- 8. Avoma (Best for AI note-taking and meeting intelligence)
- 9. Clay (Best for building AI-powered sales workflows from public data)
- 10. ColdIQ (Best for hyper-personalized outbound at scale)
- Special Mentions
- Final Thoughts: Choose the AI That Sells With You
Summarize this article for me pleaseWhat Should You Look for in AI Sales Tools?
Here’s what to look for when picking an AI sales tool that actually drives results:
- Lead scoring and predictive analytics: Identify and focus on high-intent prospects without the guesswork
- CRM integration: Ensure smooth syncing with tools like Salesforce or HubSpot to keep CRM processes connected
- Personalization features: Generate tailored emails, messages, and pitches based on buyer behavior
- Real-time insights and coaching: Help sales reps improve performance with instant feedback and guidance
- Ease of use: Choose tools with intuitive dashboards and minimal learning curves for faster adoption
- Task automation: Automate follow-ups, meeting scheduling, and data entry to save time
- Customizability: Adapt workflows, triggers, and rules to fit your unique product-sales process
- Customer support and updates: Look for responsive support and regular feature improvements
Scalable pricing: Make sure the tool fits your budget now and can grow with your team
💡 Pro Tip: Always test with a free trial or demo before committing to an AI sales tool. Trials let you see how well the platform integrates with your CRM, how accurate its AI recommendations are, and whether your reps actually find it easy to use. Performance can vary widely depending on your industry, sales cycle length, and team size—so running a short pilot with real leads is the best way to validate ROI before scaling.
Summarize this article for me pleaseAI Tools for Sales at a Glance
| Tool | Best Feature | Primary Use Case | Pricing |
|---|---|---|---|
| ClickUp | AI-powered CRM, task automation & sales workspace | Sales teams that want CRM, AI automation, and execution in one place | Free forever; Customization available for enterprises |
| HubSpot | Breeze AI agents + marketing & sales automation | Sales and marketing teams using integrated CRM with built-in AI for outreach & tasks | Free; Starter: $25, Pro: $100+ |
| Salesforce | Enterprise-level Einstein AI with forecasting | Large enterprises needing customizable CRM with predictive sales intelligence | Custom pricing |
| Outreach | AI-driven outbound sales and analytics | SDR and outbound teams needing multichannel sequencing and AI insights | Custom pricing |
| Conversica | AI assistants for lead nurturing | Teams looking to automate follow-ups, re-engagement, and conversation handling | Custom pricing |
| Reply.io | Multichannel sequences with AI SDR agents | Small to mid-size sales teams automating email, LinkedIn, and call outreach | Multichannel: $99/user, AI: $500 |
| Gong | AI sales coaching + conversation intelligence | RevOps and enablement teams improving rep performance via call/email analysis | Custom pricing |
| Avoma | Real-time meeting intelligence and sales notes | Remote sales teams needing transcription, summaries, and deal insights | From $29/month |
| Clay | AI sales workflow builder with public data | Sales teams looking to build no-code outbound flows with enrichment and triggers | Free; Paid from $149/month |
| ColdIQ | Personalized outreach via social/news triggers | Founders and reps automating cold email based on live public signals | Custom pricing |
Summarize this article for me pleaseThe 10 Best AI Sales Tools
How we review software at ClickUp
Our editorial team follows a transparent, research-backed, and vendor-neutral process, so you can trust that our recommendations are based on real product value.
Here’s a detailed rundown of how we review software at ClickUp.
Ready to see which AI tools are helping sales teams close faster? Here are some standout platforms built to turn leads into wins:
1. ClickUp (Best for AI-powered sales efficiency)
Sales teams often juggle various tasks, from lead generation to managing client relationships. ClickUp, the everything app for work, helps simplify this by bringing all sales activities into one platform.
In fact, organizations like G-Loot have significantly improved their OKR execution with ClickUp. Your organization can similarly optimize performance by centralizing sales workflows in one platform.
Build a fully customizable sales CRM
Whether closing deals, setting up reminders, or assigning tasks, ClickUp for Sales Teams keeps you on top of your sales process. Automate follow-ups and gain complete visibility into your pipeline, ensuring no opportunity gets missed.
The ClickUp CRM is a customizable tool for tracking and managing customer interactions. It stores all client data in one place and can automate reminders, task creation, and status updates. ClickUp integrates with tools like Gmail, Outlook, and Google Calendar for actions like sending emails or scheduling calls. Improve your work efficiency by 2 to 3x and ensure you never miss a chance to connect with a customer.
Use AI with ClickUp Brain
One of ClickUp’s most powerful features is ClickUp Brain—your AI assistant that drafts content, generates summaries, answers questions about your sales data, and automates repetitive admin work across Tasks, Docs, Chat, and Whiteboards.
Unlock advanced AI with ClickUp Brain Max to accelerate sales
ClickUp Brain Max takes sales productivity even further. Instead of just helping you draft emails or summarize meetings, it works across your entire sales workflow with talk-to-text input, enterprise search, and AI Agents.
- Talk-to-Text for sales reps: Instantly capture call notes, pipeline updates, or follow-up reminders by speaking into ClickUp. Your voice inputs automatically become tasks, updates, or CRM entries
- Enterprise Search for sales data: Struggling to remember a contract term, pricing detail, or last client conversation? Brain Max can surface any detail across ClickUp Docs, tasks, and connected tools like Gmail or Slack in seconds
- AI Agents for automation: Set up trigger-based workflows—like auto-assigning a task when a deal enters a new stage, scheduling a follow-up after 7 days of no response, or pulling win/loss data into a dashboard—without touching code
💡 Pro Tip: Use Brain Max to ask natural-language questions like “Which deals are stuck in negotiation for more than 14 days?” or “Show me win rates by rep this quarter.” You’ll get instant, actionable answers without building a report from scratch.
Capture and summarize meetings with ClickUp AI Notetaker
Instead of manually typing meeting minutes or drafting follow-up emails, you can let ClickUp AI Notetaker handle the busy work. ClickUp AI Notetaker transcribes and summarizes meetings automatically when invited to supported platforms like Zoom, Google Meet, and Microsoft Teams.
🎥 Watch ClickUp AI Notetaker in action:
💡 Pro Tip: Use the ClickUp Custom Fields to track sales stages, deal values, and contact touchpoints—no CRM needed.
Sales templates to streamline your process
ClickUp also offers templates, such as the ClickUp Sales Pipeline Template, which help you manage and track every stage of your sales process. It’s fully customizable, so you can adapt it to fit your needs. From prospecting to sales closing, this template ensures nothing is missed and keeps your deals moving.
Similarly, the ClickUp CRM Template helps you stay organized with your client data, giving you a clear view of each customer’s journey.
ClickUp best features
- Visualize your sales funnel with Kanban boards, calendars, and Gantt charts
- Collaborate with sales reps and cross-functional teams in real-time using ClickUp Chat and Assigned Comments
- Document sales processes, call notes, and pitch decks with built-in Docs
- Integrate with tools like Salesforce, HubSpot, Slack, Gmail, and Zoom for smoother workflows
- Build fully customizable CRM workflows with Custom Fields, views, and automations tailored to your sales process
- Forecast revenue growth and performance using customizable ClickUp Dashboards with charts and widgets
- Create custom Dashboards for sales KPIs, pipeline tracking, and forecasting, pulling data from multiple sources
- Manage outbound campaigns and pipelines with tasks, subtasks, and Custom Fields
- Analyze sales team productivity and win/loss data with reporting tools
- Automate repetitive sales tasks with robust automations (e.g., auto-assigning tasks, moving deals between stages, sending notifications)
- Enterprise-grade security, role-based permissions, and compliance certifications (SOC 2, GDPR, etc.) to protect your sales data
ClickUp limitations
- With so many features and customization options, it can take time for teams to unlock ClickUp’s potential fully, but the payoff is worth it
- Tailoring ClickUp to fit your specific sales workflow may require upfront effort, but it leads to a more personalized, long-term solution
ClickUp pricing
free forever
Best for individual users
Free Free
Key Features:
60MB Storage
Unlimited Tasks
Unlimited Free Plan Members
unlimited
Best for small teams
$7 $10
Everything in Free +
Unlimited Storage
Unlimited Folders and Spaces
Unlimited Integrations
business
Best for mid-sized teams
$12 $19
Everything in Unlimited +
Google SSO
Unlimited Message History
Unlimited Mind Maps
enterprise
Best for many large teams
Get a custom demo and see how ClickUp aligns with your goals.
Everything in Business +
White Labeling
Conditional Logic in Forms
Subtasks in Multiple Lists
* Prices when billed annually
The world's most complete work AI, starting at $9 per month
ClickUp Brain is a no Brainer. One AI to manage your work, at a fraction of the cost.
ClickUp ratings and reviews
- G2: 4.7/5 (10,000+ reviews)
- Capterra: 4.6/5 (4,000+ reviews)
What are real-life users saying about ClickUp?
A G2 reviewer says:
2. HubSpot Sales Hub (Best for all-in-one sales, marketing, and AI insights)
A tightly integrated, user-friendly platform that combines CRM, pipeline management, and AI-powered automation, HubSpot Sales Hub is a go-to for teams that want everything under one roof. It’s particularly ideal for growing businesses that need visibility across the entire customer journey.
In 2025, HubSpot launched Breeze Agents—AI assistants for Prospecting, Content, Customer, and Knowledge Base management. These agents can research prospects, craft tailored outreach, and even handle customer queries directly in the platform.
Deep marketing integration ensures teams can run coordinated campaigns, while reporting dashboards track every touchpoint without switching tools.
👀 Did You Know? AI tools can analyze call sentiment and coach your sales team automatically, saving hours in manual reviews.
HubSpot Sales Hub best features
- Automate email follow-ups and meeting scheduling
- Generate AI-powered insights and sales forecasting
- Use built-in email tracking and document sharing
- Integrate natively with HubSpot’s marketing, sales project management, and service hubs
- Breeze Agents for prospecting, content creation, and customer support
HubSpot Sales Hub limitations
- Free plan has limited AI and automation features
- Slightly less flexible than open-ended AI-powered platforms like ClickUp
HubSpot Sales Hub pricing
- Free
- Starter Suite: $25/month per user
- Pro Suite: $100/month per user
- Enterprise: $175/month per user
HubSpot Sales Hub ratings and reviews
- G2: 4.4/5 (12,000+ reviews)
- Capterra: 4.5/5 (480+ reviews)
What are real-life users saying about HubSpot Sales Hub?
A Capterra reviewer says:
3. Salesforce Einstein (Best for AI-powered enterprise sales intelligence)
Built for teams already using Salesforce, Salesforce Einstein is ideal for those who want to improve their CRM with predictive AI. From lead scoring to pipeline forecasting, Einstein works behind the scenes to surface smarter insights and help reps prioritize better.
Agentforce rollout adds autonomous AI agents that execute tasks like drafting proposals, logging CRM updates, and summarizing calls with sentiment analysis and recommended next steps.
Einstein’s tight integration with Salesforce ensures every insight is tied directly to customer records.
Salesforce Einstein best features
- Monitor competitor mentions in conversations
- Segment audiences dynamically using predictive insights
- Optimize email engagement with send-time AI
- Coach reps using AI-analyzed call and email data
- Identify upsell and cross-sell opportunities
- Customize AI models with your business data
- Agentforce agents for automated CRM actions
Salesforce Einstein limitations
- Best suited for existing Salesforce users
- Advanced AI features are locked behind higher pricing tiers
Salesforce Einstein pricing
- Custom pricing
Salesforce Sales Cloud ratings and reviews
- G2: 4.4/5 (23,000+ reviews)
- Capterra: 4.4 (18,000+ reviews)
What are real-life users saying about Salesforce Einstein?
A G2 reviewer says:
📮ClickUp Insight: 88% of our survey respondents use AI for their personal tasks, yet over 50% shy away from using it at work. The three main barriers? Lack of seamless integration, knowledge gaps, or security concerns.
But what if AI is built into your workspace and is already secure? ClickUp Brain, ClickUp’s built-in AI assistant, makes this a reality. It understands prompts in plain language, solving all three AI adoption concerns while connecting your chat, tasks, docs, and knowledge across the workspace.
Find answers and insights with a single click!
4. Outreach (Best for AI-powered outbound sales and multi-touch sequences)
A favorite for sales development teams that rely on outbound strategies, Outreach helps reps optimize email sequences, track engagement, and automate follow-ups—saving time and improving response rates.
Its standout feature is sequence personalization at scale. Outreach uses machine learning to suggest what message to send next, and when, based on prospect behavior. It also tracks rep performance with granular analytics to improve execution across the team.
Outreach best features
- Build and optimize multi-touch sales sequences
- Track engagement across emails, sales calls, and tasks
- Integrate with free CRMs like Salesforce and HubSpot
Outreach limitations
- Geared more towards outbound teams
- Learning curve for less tech-savvy users
Outreach pricing
- Custom pricing
Outreach ratings and reviews
- G2: 4.3/5 (3,460+ reviews)
- Capterra: 4.4/5 (300+ reviews)
What are real-life users saying about Outreach?
A Reddit reviewer says:
📚 Also Read: A Day in The Life of A Sales Manager
5. Conversica (Best for AI-powered lead engagement and follow-ups)
Conversica deploys AI-powered digital assistants that act like real sales reps—reaching out, following up, and nurturing leads until they’re ready to talk to a human. The “Reply as Assistant” feature allows human reps to take over conversations seamlessly while maintaining AI context—ideal for complex deals that require both automation and a personal touch.
These virtual assistants send personalized, two-way emails and can detect real intent signals. They’re especially effective for qualifying leads and booking sales meetings without human involvement.
Conversica best features
- Nurture cold or unresponsive leads without manual follow-up
- Route qualified leads to sales reps in real time
- Personalize outreach across email, SMS, and web chat
- Re-engage dormant opportunities to revive pipeline deals
- Integrate easily with enterprise CRMs and marketing automation tools
- Provide multilingual support for global outreach
Conversica limitations
- Email tone may feel too robotic without customization
- Requires a solid lead funnel to maximize ROI
- Human-in-the-loop handoff with “Reply as Assistant”
Conversica pricing
- Custom pricing
Conversica ratings and reviews
- G2: 4.5/5 (180+ reviews)
- Capterra: 4.6/5 (20+ reviews)
What are real-life users saying about Conversica?
A G2 reviewer says:
6. Reply.io (Best for cold outreach and multichannel sales engagement)
Reply.io is designed for teams looking to personalize cold outreach at scale across email, LinkedIn, calls, and SMS—all powered by AI suggestions. AI SDR Agents handle prospecting, personalization, and campaign execution, with human approval available before sending.
The platform offers an AI sequence generator, email quality scoring, and automatic prospect discovery from LinkedIn. Its AI also helps reps improve subject lines and message tone, boosting deliverability and response rates.
Reply.io best features
- Use a built-in dialer for faster phone outreach
- Review rep activity and communication logs in one dashboard
- Set up scalable, multi-channel outreach workflows
- Ensure message consistency with approved templates
- Customize permissions and access by team role
Reply.io limitations
- Limited CRM capabilities compared to larger platforms
- Email warm-up tools are separate add-ons
Reply.io pricing
- Email Blast: $179/month for any number of users
- Multichannel: $99/month per user
- Hire Jason AI SDR: $500/month
Reply.io ratings and reviews
- G2: 4.6/5 (1,410+ reviews)
- Capterra: 4.6/5 (90+ reviews)
What are real-life users saying about Reply.io?
A Capterra reviewer says:
7. Gong (Best for AI-driven sales coaching and call intelligence)
Designed to turn sales conversations into a goldmine of insights, Gong helps teams understand what drives deals forward—or holds them back. The AI analyzes calls, emails, and meetings to help managers coach reps, identify deal risks, and understand what top performers do differently.
Revenue Orchestration connects call and email insights to pipeline forecasting, allowing leaders to spot deal risks early and make data-backed adjustments.
Its AI analyzes calls, emails, and meetings to help managers coach reps, identify competitor mentions, and understand what top performers do differently.
Gong best features
- Analyze call transcripts with AI to find key patterns
- Score deals based on engagement signals and activity
- Generate actionable coaching recommendations for managers
- Sync call data with your CRM for full visibility
- Visualize team performance with AI-powered sales dashboards
- Integrate conversation intelligence with pipeline forecasting
Gong limitations
- Requires call volume to unlock full value
- Less focused on outbound or CRM workflows
Gong pricing
- Custom pricing
Gong ratings and reviews
- G2: 4.8/5 (6,150+ reviews)
- Capterra: 4.8/5 (550+ reviews)
What are real-life users saying about Gong?
A Reddit user says:
8. Avoma (Best for AI note-taking and meeting intelligence)
Avoma is an AI meeting assistant that doesn’t just take notes—it summarizes key points, tracks action items, and provides coaching insights. It’s suitable for sales teams that spend a lot of time on Zoom, Google Meet, or Teams.
Deal Intelligence dashboards monitor pipeline health and predict deal closure likelihood, giving sales managers early warning signs.
Its real-time transcription and searchable notes make follow-ups easier. Avoma also helps improve sales performance with conversation analytics and coaching dashboards.
Avoma best features
- Integrate with cloud-based CRM software to sync notes and action items
- Customize meeting templates to guide reps during calls
- Collaborate on deals with shared notes and comments
- Auto-organize notes by topics like pain points, objections, and next steps
Avoma limitations
- Requires strong audio quality for the best transcription
- Primarily supports English (other languages in beta)
Avoma pricing
- Startup: $29/month per user
- Organization: $39/month per user
- Enterprise: $39/month per user (billed annually only)
Avoma ratings and reviews
- G2: 4.6/5 (1,330+ reviews)
- Capterra: Not enough reviews
What are real-life users saying about Avoma?
A G2 reviewer says:
👀 Did You Know? Generative AI is already assisting sales professionals by drafting tailored customer emails and generating recommendations, boosting productivity by 50% or more.
9. Clay (Best for building AI-powered sales workflows from public data)
Clay lets you build workflows that find, enrich, and reach out to leads using real-time web data—all with no code. It’s ideal for data-driven teams looking to automate and personalize at scale.
It integrates with over 50 data sources and CRMs to trigger hyper-personalized outreach when a prospect’s details change, such as a job title update or funding announcement.
Clay best features
- Automate lead enrichment with 50+ data sources
- Integrate with CRM components and outreach tools
- Use prebuilt templates to launch faster
- Score leads based on job title, behavior, and tech stack
- Generate AI-written intros, bios, and custom snippets
- Trigger outreach based on real-time prospect data changes
Clay limitations
- Requires a clear workflow strategy to unlock value
- Best suited for tech-savvy users or growth teams
Clay pricing
- Free
- Starter: $149/month
- Explorer: $349/month
- Pro: $800/month
- Enterprise: Custom pricing
Clay ratings and reviews
- G2: 4.9/5 (150+ reviews)
- Capterra: No reviews available
What are real-life users saying about Clay?
A G2 reviewer says:
10. ColdIQ (Best for hyper-personalized outbound at scale)
ColdIQ takes personalization to a new level by using AI to craft context-rich emails based on news, social activity, and other public signals. It’s for founders, freelancers, and sales teams who believe in quality over quantity.
You feed ColdIQ a lead list, and it researches each prospect. Then, it generates emails referencing recent achievements, podcasts, or company changes. ColdIQ is great for breaking into hard-to-reach accounts without sounding generic.
CRM integration and real-time trigger scanning enable outreach to be initiated as soon as new prospect data signals appear.
ColdIQ best features
- Generate hyper-personalized cold emails at scale
- Scan social, news, and job boards for outreach hooks
- Build and manage outreach campaigns with analytics
- Integrate with customizable CRM software and email platforms
- Customize tone and style with AI settings
- Activate outreach when new public data signals appear
ColdIQ limitations
- Prospect research can take a few minutes per lead
- Smaller user base and integrations compared to larger tools
ColdIQ pricing
- Custom pricing
ColdIQ ratings and reviews
- G2: Not enough reviews
- Capterra: Not enough reviews
Summarize this article for me pleaseSpecial Mentions
These emerging AI sales tools aren’t part of the top 10, but they’re innovating fast and worth watching.
Alta – AI Revenue Workforce Platform
Alta brings a team of AI agents into your sales process, each with a defined role—from SDRs handling prospecting to RevOps managing sales operations. Automating outreach, scheduling, and follow-ups frees human reps to focus on high-value conversations.
Ideal for: Sales teams that want autonomous AI agents to handle outreach, scheduling, and operations at scale.
- Deploys SDR, Calling, and RevOps agents for prospecting, follow-ups, and sales ops
- Integrates with 50+ tools, including Salesforce and HubSpot
- Automates lead enrichment, targeting, and meeting booking
Docket – AI Sales Engineer & Virtual Seller
Docket offers two AI personas—an AI Sales Engineer that instantly answers technical queries and prepares RFP responses, and an AI Seller that engages prospects in real time. Together, they speed up complex sales cycles and reduce manual prep work.
Ideal for: B2B companies with complex sales cycles needing fast, accurate technical answers.
- AI Sales Engineer handles proposals, RFPs, and technical queries
- AI Seller engages site visitors, qualifies leads, and books meetings
- Pulls verified responses from a connected “Sales Knowledge Lake”
Salesloft – Revenue Orchestration with AI
Salesloft is an AI-powered platform that combines conversation intelligence, forecasting, and deal management. It guides sales teams with alerts, prioritizes opportunities, and ensures consistent execution across the revenue process.
Ideal for: Revenue teams wanting AI to guide daily execution and unify sales data.
- Prioritizes deals with tactical alerts and recommendations
- Combines forecasting, conversation intelligence, and deal management
- Integrates with major CRMs for seamless workflow
Summarize this article for me pleaseFinal Thoughts: Choose the AI That Sells With You
AI in sales isn’t just a buzzword anymore—it’s your competitive edge. Whether you’re choosing a CRM, automating lead outreach, gaining sharper deal insights, or coaching your reps in real time, there’s an AI tool designed to move the needle.
Every solution adds a piece to the puzzle, from CRM-focused platforms like HubSpot to conversation intelligence tools like Gong and ColdIQ.
But if you’re looking for an all-in-one workspace that brings together CRM, pipeline tracking, and AI-powered sales automation under one roof, ClickUp stands out. With ClickUp Brain, built-in sales templates, and deep customization, it doesn’t just support your sales process—it transforms it.
Sign up for free and see how ClickUp can help your sales team convert faster, smarter, and more efficiently.
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