{"id":472404,"date":"2025-12-01T07:03:43","date_gmt":"2025-12-01T15:03:43","guid":{"rendered":"https:\/\/clickup.com\/blog\/?p=472404"},"modified":"2025-12-01T07:03:46","modified_gmt":"2025-12-01T15:03:46","slug":"ai-agents-for-sales","status":"publish","type":"post","link":"https:\/\/clickup.com\/blog\/ai-agents-for-sales\/","title":{"rendered":"13 Best AI Agents for Sales Teams in 2026"},"content":{"rendered":"\n<p>Your team\u2019s crushing quota, but at what cost?<\/p>\n\n\n\n<p>Hours lost updating CRMs, rewriting the same outreach, prepping for meetings that never convert. The more your pipeline grows, the harder it is to scale without slowing down.<\/p>\n\n\n\n<p>That\u2019s where AI agents for sales step in, helping you keep your revenue engine running at full speed.&nbsp;<\/p>\n\n\n\n<p>In this blog post, we\u2019ll break down the best AI agents that help you generate leads, personalize outreach, and keep your pipeline moving. \ud83d\ude80<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Best AI Agents for Sales Productivity &amp; CRM Automation | ClickUp\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/rHE-WW-UlAU?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n<div class=\"wp-block-ub-table-of-contents-block ub_table-of-contents\" id=\"ub_table-of-contents-0d5ae7de-520a-4ae9-9d68-838795e3601b\" data-linktodivider=\"false\" data-showtext=\"show\" data-hidetext=\"hide\" data-scrolltype=\"auto\" data-enablesmoothscroll=\"false\" data-initiallyhideonmobile=\"false\" data-initiallyshow=\"true\"><div class=\"ub_table-of-contents-header-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-header\" style=\"text-align: left; \">\n\t\t\t\t<div class=\"ub_table-of-contents-title\">13 Best AI Agents for Sales Teams<\/div>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t<\/div><div class=\"ub_table-of-contents-extra-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-container ub_table-of-contents-1-column \">\n\t\t\t\t<ul style=\"\"><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/ai-agents-for-sales\/#0-best-ai-agents-for-sales-at-a-glance\" style=\"\">Best AI Agents for Sales at a Glance<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/ai-agents-for-sales\/#1-what-are-ai-agents-for-sales\" style=\"\">What are AI Agents for Sales?<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/ai-agents-for-sales\/#2-what-should-you-look-for-in-an-ai-agent-for-sales\" style=\"\">What Should You Look for in an AI Agent for Sales?<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/ai-agents-for-sales\/#3-the-best-ai-agents-for-sales\" style=\"\">The Best AI Agents for Sales<\/a><ul><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/ai-agents-for-sales\/#4-how-we-review-software-at-clickup\" style=\"\">How we review software at ClickUp<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/ai-agents-for-sales\/#5-1-clickup-best-for-sales-workflow-automation-and-customer-communication\" style=\"\">1. ClickUp (Best for sales workflow automation and customer communication)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/ai-agents-for-sales\/#14-2-salesforce-einstein-best-for-predictive-lead-scoring-and-smart-crm-automation-at-enterprise-scale\" style=\"\">2. Salesforce Einstein (Best for predictive lead scoring and smart CRM automation at enterprise scale)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/ai-agents-for-sales\/#20-3-apollo-ai-best-for-ai-driven-prospecting-and-automated-multi-channel-outreach\" style=\"\">3. Apollo AI (Best for AI-driven prospecting and automated multi-channel outreach)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/ai-agents-for-sales\/#25-4-clari-best-for-revenue-forecasting-and-deal-inspection-with-real-time-ai-insights\" style=\"\">4. Clari (Best for revenue forecasting and deal inspection with real-time AI insights)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/ai-agents-for-sales\/#31-5-artisan-best-for-autonomous-ai-sales-reps-that-engage-and-qualify-leads-like-humans\" style=\"\">5. Artisan (Best for autonomous AI sales reps that engage and qualify leads like humans)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/ai-agents-for-sales\/#36-6-regieai-best-for-ai-generated-sales-sequences-tailored-to-buyer-personas-and-intent\" style=\"\">6. Regie.ai (Best for AI-generated sales sequences tailored to buyer personas and intent)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/ai-agents-for-sales\/#42-7-claygent-best-for-research-automation-and-ai-powered-enrichment-of-sales-intelligence\" style=\"\">7. Claygent (Best for research automation and AI-powered enrichment of sales intelligence)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/ai-agents-for-sales\/#47-8-gong-best-for-ai-powered-conversation-analytics-and-deal-risk-detection\" style=\"\">8. Gong (Best for AI-powered conversation analytics and deal risk detection)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/ai-agents-for-sales\/#53-9-lavender-ai-best-for-real-time-email-coaching-and-ai-optimized-sales-messaging\" style=\"\">9. Lavender AI (Best for real-time email coaching and AI-optimized sales messaging)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/ai-agents-for-sales\/#58-10-hubspot-sales-hub-best-for-integrated-ai-tools-that-support-the-full-sales-funnel-within-a-crm\" style=\"\">10. HubSpot Sales Hub (Best for integrated AI tools that support the full sales funnel within a CRM)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/ai-agents-for-sales\/#64-11-drift-best-for-ai-chatbots-that-qualify-leads-and-book-meetings-in-real-time\" style=\"\">11. Drift (Best for AI chatbots that qualify leads and book meetings in real time)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/ai-agents-for-sales\/#69-12-humantic-ai-best-for-personality-based-buyer-insights-and-hyper-personalized-sales-engagement\" style=\"\">12. Humantic AI (Best for personality-based buyer insights and hyper-personalized sales engagement)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/ai-agents-for-sales\/#75-13-seamless-ai-best-for-real-time-b2b-contact-discovery-and-ai-driven-lead-generation\" style=\"\">13. Seamless AI (Best for real-time B2B contact discovery and AI-driven lead generation)<\/a><\/li><\/ul><\/li><\/ul>\n\t\t\t<\/div>\n\t\t<\/div><\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"0-best-ai-agents-for-sales-at-a-glance\">Best AI Agents for Sales at a Glance<\/h2>\n\n\n\n<p>Here\u2019s a table comparing all the AI agents for sales we cover below. \ud83d\udcca<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Tool<\/strong><\/td><td><strong>Best for<\/strong><\/td><td><strong>Best features<\/strong><\/td><td><strong>Pricing<\/strong>*<\/td><\/tr><tr><td><a href=\"https:\/\/app.clickup.com\/signup\"><em>ClickUp<\/em><\/a><\/td><td>Sales workflow automation and customer communication<br><strong>Team size: <\/strong>Individuals, small businesses, mid-market companies, enterprises<\/td><td>Pipeline insights, sales automation, call transcriptions, and unified workspace management<\/td><td>Free plan available; Customizations available for enterprises<\/td><\/tr><tr><td><em>Salesforce Einstein<\/em><\/td><td>Predictive lead scoring and smart CRM automation at enterprise scale<br><strong>Team size: <\/strong>Enterprises<\/td><td>Deal outcome predictions with AI scoring and automated task updates<\/td><td>Priced at $500\/month per user (Enstein Sales)<\/td><\/tr><tr><td><em>Apollo AI<\/em><\/td><td>AI-driven prospecting and automated multi-channel outreach<br><strong>Team size: <\/strong>Small businesses, mid-market companies<\/td><td>AI-powered email sequencing, intent-based lead scoring, and automated outbound personalization<\/td><td>Free plan available; Starts at $59\/month per user (Basic)<\/td><\/tr><tr><td><em>Clari<\/em><\/td><td>Revenue forecasting and deal inspection with real-time AI insights<br><strong>Team size: <\/strong>Mid-market companies, enterprises<\/td><td>Pipeline risks detection and automated CRM hygiene<\/td><td>Custom pricing<\/td><\/tr><tr><td><em>Artisan<\/em><\/td><td>Autonomous AI sales reps that engage and qualify leads like humans<br><strong>Team size: <\/strong>Small businesses, mid-market companies<\/td><td>AI sales agents for outbound calls and emails, human-like conversation flows, and calendar booking integration<\/td><td>Custom pricing<\/td><\/tr><tr><td><em>Regie.ai<\/em><\/td><td>AI-generated sales sequences tailored to buyer personas and intent<br><strong>Team size: <\/strong>Small businesses, mid-market companies<\/td><td>AI-generated email and sequence creation, campaign testing, and LinkedIn messaging personalization<\/td><td>Custom pricing<\/td><\/tr><tr><td><em>Claygent<\/em><\/td><td>Research automation and AI-powered enrichment of sales intelligence<br><strong>Team size: <\/strong>Individuals, small businesses<\/td><td>Prospect research with AI agents and data collection from multiple sources for customer satisfaction&nbsp;<\/td><td>Free plan available; Starts at $149\/month (Starter)<\/td><\/tr><tr><td><em>Gong<\/em><\/td><td>AI-powered conversation analytics and deal risk detection<br><strong>Team size: <\/strong>Mid-market companies, enterprises<\/td><td>AI call analysis, deal intelligence, real-time coaching insights, and rep performance tracking for increased conversion rates<\/td><td>Custom pricing<\/td><\/tr><tr><td><em>Lavender AI<\/em><\/td><td>Real-time email coaching and AI-optimized sales messaging<br><strong>Team size: <\/strong>Individuals, small businesses<\/td><td>Real-time email coaching, personalization tips, and <a href=\"https:\/\/clickup.com\/blog\/sales-dashboard\/\">sales dashboard<\/a><\/td><td>Free plan available; Starts at $29\/month (Starter)<\/td><\/tr><tr><td><em>Hubspot Sales Hub<\/em><\/td><td>Integrated AI tools that support the full sales funnel within a CRM<br><strong>Team size: <\/strong>Small businesses, mid-market companies<\/td><td>AI content assistant, sales email automation, deal pipeline management, native CRM integration<\/td><td>Free plan available; Starts at $20\/month (Starter)<\/td><\/tr><tr><td><em>Drift<\/em><\/td><td>AI chatbots that qualify leads and schedule meetings in real time<br><strong>Team size: <\/strong>Small businesses, mid-market companies<\/td><td>AI-powered chatbots, real-time lead qualification based on customer interactions, and meeting booking through chat<\/td><td>Custom pricing<\/td><\/tr><tr><td><em>Humantic AI<\/em><\/td><td>Personality-based buyer insights and hyper-personalized sales engagement<br><strong>Team size: <\/strong>Small businesses, mid-market companies<\/td><td>Buyer personality and customer experience insights, adaptive communication suggestions, and persona enrichment for outreach<\/td><td>Free plan available; Starts at $40\/month (Pro)<\/td><\/tr><tr><td><em>Seamless AI<\/em><\/td><td>Real-time B2B contact discovery and AI-driven lead generation<br><strong>Team size: <\/strong>Small businesses, mid-market companies<\/td><td>AI-powered lead generation, real-time contact data, and a Chrome extension for prospecting<\/td><td>Free plan available; Custom pricing<\/td><\/tr><\/tbody><\/table><figcaption class=\"wp-element-caption\">*Please check the tool\u2019s website for the latest pricing&nbsp;<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"1-what-are-ai-agents-for-sales\">What are AI Agents for Sales?<\/h2>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-2eb0b2b6-8d85-4979-9a0b-2d9b30527e1e\">\n<p id=\"ub-styled-box-notification-content-\">Artificial intelligence (AI) agents for sales are specialized assistants that handle routine, data-driven tasks across your revenue workflow. <\/p>\n\n\n<\/div>\n\n\n<p>Unlike static chatbots or simple automation rules, they learn from your CRM, communication logs, and third\u2011party integrations to anticipate needs and act autonomously.<\/p>\n\n\n\n<p>You can use them to prospect new leads using intent signals, draft and personalize outreach, and even monitor pipeline health. The best AI sales agents use past data to update their behavior, refining email tone, follow-up cadence, and task prioritization in real time.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"2-what-should-you-look-for-in-an-ai-agent-for-sales\">What Should You Look for in an AI Agent for Sales?<\/h2>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/blog\/how-to-use-ai-in-sales\/\">Using AI agents in sales<\/a> can transform your operations, but only if they tick the right boxes. Here are some key features to prioritize when picking one. \ud83d\udc47<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Integrates with your CRM: <\/strong>Syncs bidirectionally with Salesforce, HubSpot, or your system of record to keep deal data current<\/li>\n\n\n\n<li><strong>Generates hyper-personalized outreach: <\/strong>Crafts emails and social media messages using real-time context like deal stage, past interactions, and buyer intent signals<\/li>\n\n\n\n<li><strong>Prioritizes high-value actions:<\/strong> Scores leads and opportunities based on custom criteria (e.g., deal size and close probability) and surfaces the next best steps<\/li>\n\n\n\n<li><strong>Automates meetings and follow\u2011ups: <\/strong>Transcribes calls, extracts action items, and drafts follow\u2011up summaries for different use cases without manual intervention<\/li>\n\n\n\n<li><strong>Provides proactive pipeline insights: <\/strong>Spot at\u2011risk deals, forecasts outcomes, and alerts you to anomalies before they impact sales targets<\/li>\n\n\n\n<li><strong>Supports multi\u2011channel prospecting: <\/strong>Sources leads, enriches contacts, and launches campaigns across email, phone, and social<\/li>\n<\/ul>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-1260bb90-87e0-459a-9080-538cf62251a6\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udca1 <strong>Pro Tip: <\/strong>According to <a href=\"https:\/\/hbr.org\/2024\/05\/a-great-sales-pitch-hinges-on-the-right-story\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Harvard Business Review<\/a>, instead of highlighting your product&#8217;s features, you must focus on how it addresses your customer&#8217;s specific needs or challenges. For instance, you can shift your pitch from discussing production processes to sharing a heartfelt customer story, resulting in better engagement.<\/p>\n\n\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"3-the-best-ai-agents-for-sales\">The Best AI Agents for Sales<\/h2>\n\n\n<div style=\"border: 3px solid #000000; border-radius: 0%; background-color: #f6f6f6; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-6a1375ab-3943-45be-a977-c7876e96b298\">\n<h3 class=\"wp-block-heading\" id=\"4-how-we-review-software-at-clickup\">How we review software at ClickUp<\/h3>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>Here\u2019s a detailed rundown of <a href=\"https:\/\/clickup.com\/blog\/software-review-methodology\/\" target=\"_blank\" rel=\"noreferrer noopener\">how we review software at ClickUp<\/a>.<\/p>\n\n\n<\/div>\n\n\n<p>Here are the top AI agents built to make a <a href=\"https:\/\/clickup.com\/blog\/day-in-the-life-of-a-sales-manager\/\">sales manager&#8217;s day<\/a> easier. \ud83c\udfaf<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"5-1-clickup-best-for-sales-workflow-automation-and-customer-communication\">1. ClickUp (Best for sales workflow automation and customer communication)<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/image.jpeg\" alt=\"clickup brain sales coaching strategy ai agent for sales\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/login?product=ai&amp;ai=true\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Plan smarter sales workflows with ClickUp Brain\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Plan smarter sales workflows with ClickUp Brain&quot;}\">Plan smarter sales workflows with ClickUp Brain<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Use ClickUp Brain as your sales copilot\u2014from identifying high-potential accounts to coaching your team to strategizing outreach<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>If you\u2019re constantly jumping between dozens of tools to manage outreach, update your CRM, or prep for meetings, <a href=\"https:\/\/clickup.com\/\">ClickUp<\/a> is the solution.&nbsp;<\/p>\n\n\n\n<p>It\u2019s the world&#8217;s first <a href=\"https:\/\/tei.forrester.com\/go\/ClickUp\/ConvergedAIWorkspace\/?lang=en-us\" target=\"_blank\" rel=\"noreferrer noopener\">Converged AI Workspace<\/a> that combines project management, knowledge management, and chat into one app, powered by <a href=\"https:\/\/clickup.com\/blog\/contextual-ai-why-it-matters-for-the-future-of-work\/\">Contextual AI<\/a> that helps you work faster and smarter.<\/p>\n\n\n\n<p>Inside <a href=\"https:\/\/clickup.com\/teams\/sales\">ClickUp for Sales Teams<\/a>, you\u2019ve got a platform that helps you build scalable agentic workflows with automated activity tracking, real-time dashboards, and AI-powered task updates.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"How to Use AI in Sales: 3 Must-Know Tips for Sales Success\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/guAdRdYt2Iw?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"6-find-answers-faster-with-clickup-brains-context-awareness\">Find answers faster with ClickUp Brain&#8217;s context-awareness<\/h4>\n\n\n\n<p>At the core of ClickUp&#8217;s powerful AI suite is <a href=\"https:\/\/clickup.com\/ai\">ClickUp Brain<\/a>, a context-aware AI engine that understands your entire workspace, including Tasks, Timelines, Docs, Chats, and even connected third-party tools like Salesforce and Google Drive.<\/p>\n\n\n\n<p>For instance, you can ask ClickUp Brain to summarize pipeline activity on the fly. You can type in natural queries like, \u2018What\u2019s the status of stalled enterprise deals in Q2?\u2019 and get instant answers pulled from tasks, comments, and tags.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1087\" height=\"1205\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Screenshot-2025-09-17-at-2.41.50-PM.png\" alt=\"Flag stuck onboarding tasks and prioritize them for action using ClickUp Brain\" class=\"wp-image-528940\" style=\"width:688px;height:auto\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Screenshot-2025-09-17-at-2.41.50-PM.png 1087w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Screenshot-2025-09-17-at-2.41.50-PM-271x300.png 271w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Screenshot-2025-09-17-at-2.41.50-PM-768x851.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Screenshot-2025-09-17-at-2.41.50-PM-700x776.png 700w\" sizes=\"auto, (max-width: 1087px) 100vw, 1087px\" \/><figcaption class=\"wp-element-caption\">Flag stuck tasks in your pipeline and prioritize them for action using ClickUp Brain<\/figcaption><\/figure><\/div>\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/login?product=ai&amp;ai=true\" class=\"cu-button cu-button--purple cu-button--improved\">Try ClickUp Brain for free<\/a><\/div>\n\n\n\n<p>You can also surface stalled tasks in various stages of your pipeline to identify priorities for action and instruct Brain to devise a plan for them.<\/p>\n\n\n<div style=\"border: 3px solid #0693e3; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-d945a34c-54b9-4394-9281-886caf11ff34\">\n<p id=\"ub-styled-box-bordered-content-\">\ud83e\udde0 <strong>Fun Fact: <\/strong>ClickUp Brain can also surface insights from your sales calls by making every transcript searchable. The trick? Don&#8217;t forget to invite <a href=\"https:\/\/clickup.com\/features\/ai-notetaker\">ClickUp AI Notetaker<\/a> to join your calls and auto-record and transcribe them for you!<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"718\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/12\/image-3-1400x718.avif\" alt=\"Searchable transcripts with ClickUp AI Notetaker\" class=\"wp-image-426835\" style=\"width:571px;height:auto\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/12\/image-3-1400x718.avif 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/12\/image-3-300x154.avif 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/12\/image-3-768x394.avif 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/12\/image-3-1536x787.avif 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/12\/image-3-700x359.avif 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/12\/image-3.avif 1600w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">Get searchable transcripts with ClickUp AI Notetaker<\/figcaption><\/figure><\/div>\n\n<\/div>\n\n\n<h4 class=\"wp-block-heading\" id=\"7-delegate-repetitive-workflows-to-clickup-autopilot-agents\">Delegate repetitive workflows to ClickUp Autopilot Agents<\/h4>\n\n\n\n<p>If you&#8217;re stuck manually updating tasks instead of closing deals, let <a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/31010910371991-What-are-ClickUp-Autopilot-Agents\">ClickUp Autopilot Agents<\/a> help you out.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1180\" height=\"1400\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXfz80ngY1G5hC8X2lvHXMVyP1p88sTEL4MMkvQ3kNz-hWTIw2UudlI4U1gR20UCEbJZccz6JhxuXpCLzXIawBcEA6CZ8uNT13o_TIW6vY9RXRekiY95EGQvGrPfPxVLHr-6zmIznA-1180x1400.png\" alt=\"Set up custom triggers to automate time-consuming repetitive tasks with ClickUp Autopilot Agents\" class=\"wp-image-530989\" style=\"width:512px;height:auto\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXfz80ngY1G5hC8X2lvHXMVyP1p88sTEL4MMkvQ3kNz-hWTIw2UudlI4U1gR20UCEbJZccz6JhxuXpCLzXIawBcEA6CZ8uNT13o_TIW6vY9RXRekiY95EGQvGrPfPxVLHr-6zmIznA-1180x1400.png 1180w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXfz80ngY1G5hC8X2lvHXMVyP1p88sTEL4MMkvQ3kNz-hWTIw2UudlI4U1gR20UCEbJZccz6JhxuXpCLzXIawBcEA6CZ8uNT13o_TIW6vY9RXRekiY95EGQvGrPfPxVLHr-6zmIznA-253x300.png 253w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXfz80ngY1G5hC8X2lvHXMVyP1p88sTEL4MMkvQ3kNz-hWTIw2UudlI4U1gR20UCEbJZccz6JhxuXpCLzXIawBcEA6CZ8uNT13o_TIW6vY9RXRekiY95EGQvGrPfPxVLHr-6zmIznA-768x912.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXfz80ngY1G5hC8X2lvHXMVyP1p88sTEL4MMkvQ3kNz-hWTIw2UudlI4U1gR20UCEbJZccz6JhxuXpCLzXIawBcEA6CZ8uNT13o_TIW6vY9RXRekiY95EGQvGrPfPxVLHr-6zmIznA-1294x1536.png 1294w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXfz80ngY1G5hC8X2lvHXMVyP1p88sTEL4MMkvQ3kNz-hWTIw2UudlI4U1gR20UCEbJZccz6JhxuXpCLzXIawBcEA6CZ8uNT13o_TIW6vY9RXRekiY95EGQvGrPfPxVLHr-6zmIznA-700x831.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXfz80ngY1G5hC8X2lvHXMVyP1p88sTEL4MMkvQ3kNz-hWTIw2UudlI4U1gR20UCEbJZccz6JhxuXpCLzXIawBcEA6CZ8uNT13o_TIW6vY9RXRekiY95EGQvGrPfPxVLHr-6zmIznA.png 1348w\" sizes=\"auto, (max-width: 1180px) 100vw, 1180px\" \/><figcaption class=\"wp-element-caption\">Set up custom triggers to automate time-consuming repetitive tasks with ClickUp Autopilot Agents<\/figcaption><\/figure><\/div>\n\n\n<p>These no-code AI assistants live right inside your ClickUp Workspace and can automate the repetitive parts of your sales process\u2013from intake and execution to reporting. Here\u2019s how it works: you set a <strong>trigger<\/strong>, like a lead moving stage in the pipeline, add <strong>conditions, <\/strong>for example, \u2018only if it\u2019s an enterprise deal,\u2019 and share instructions for executing tasks. Now, every time the trigger occurs and the conditions are met, the agent autonomously jumps into action.&nbsp;<\/p>\n\n\n\n<p>All of this is set up through a simple, no-code builder where you tell the agent what to look for, what to do, and what information it can access. And yes, you can control what knowledge the agent uses, including Docs, Tasks, and Chat, so it always acts with the right context.<\/p>\n\n\n\n<p>\ud83d\udccc For instance, when a high-value lead that meets your ICP criteria comes in through a form, the <a href=\"https:\/\/clickup.com\/blog\/sales-automation-tools\/\">sales automation tool<\/a> assigns it to your senior AE, tags the deal in your workspace, and pings the VP of Sales in Chat.<\/p>\n\n\n\n<p>Learn how you can build your <a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/31012020810775-Custom-Autopilot-Agents\">Custom Autopilot Agent<\/a> directly from our team&#8217;s experts:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"How to set up your first Agent\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/f1xrgWkBc9Y?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-e26ce723-89fb-48ff-90f8-800d2dee7ebd\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udca1 <strong>Pro Tip: <\/strong>Building a useful agent requires a thoughtful, detailed prompt. And with <a href=\"https:\/\/clickup.com\/brain\/talk-to-text\">Talk to Text<\/a> in ClickUp Brain MAX, you can dictate those instructions\u2014creating agents 4x faster than typing!<\/p>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/brain\/max\">ClickUp Brain MAX<\/a> is your desktop AI Super App that brings all your work context together with access to multiple LLMs\u2014including Gemini, Claude, ChatGPT, and others\u2014so you can be your most productive self without succumbing to app overload and <a href=\"https:\/\/clickup.com\/blog\/ai-sprawl\/\">AI Sprawl<\/a>.<\/p>\n\n\n<\/div>\n\n\n<h4 class=\"wp-block-heading\" id=\"8-fast-track-planning-execution-and-monitoring-with-clickup-templates\">Fast-track planning, execution, and monitoring with ClickUp Templates<\/h4>\n\n\n\n<p>And if you want to make designing your sales workflow easier, start with <a href=\"https:\/\/clickup.com\/templates\/sales-plan-t-182104374\">ClickUp&#8217;s Sales Plan Template<\/a>.<\/p>\n\n\n\n<p>Next, <a href=\"https:\/\/clickup.com\/templates\/sales-tracker-t-182104365\">ClickUp&#8217;s Sales Tracker Template<\/a> offers pre-built statuses like <strong>Goal Met <\/strong>and <strong>Ongoing<\/strong>, 12 Custom Fields to log <strong>shipping costs<\/strong>, <strong>unit prices<\/strong>, and <strong>profit margins<\/strong>, and multiple views to break down sales volume by month or product. <\/p>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-165.png\" alt=\"Evaluate both individual and team progress with the ClickUp Sales Tracker Template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-182104365&amp;_gl=1*mf2xah*_gcl_aw*R0NMLjE3NDI1NjI4MTAuQ2p3S0NBanduUFMtQmhCeEVpd0Faak1GMGoyb3hDZEF4WWw1end2Z215V09rMU1ibzdRdGtnRXFQT01mYU1DdGhSVkpkME1JVVlHUkF4b0NMczhRQXZEX0J3RQ..*_gcl_au*MTA0NDM3NzkyNy4xNzQxMDY4Nzg4LjExNDU3MTMzMzguMTc0NzEyMDE1OC4xNzQ3MTIwNDc2\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Get free template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Get free template&quot;}\">Get free template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Evaluate both individual and team progress with the ClickUp Sales Tracker Template<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>Designed for teams of any size, it&nbsp;lets you evaluate individual and team progress in real time, optimize sales pipelines, and identify key trends to drive revenue.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-182104365&amp;_gl=1*mf2xah*_gcl_aw*R0NMLjE3NDI1NjI4MTAuQ2p3S0NBanduUFMtQmhCeEVpd0Faak1GMGoyb3hDZEF4WWw1end2Z215V09rMU1ibzdRdGtnRXFQT01mYU1DdGhSVkpkME1JVVlHUkF4b0NMczhRQXZEX0J3RQ..*_gcl_au*MTA0NDM3NzkyNy4xNzQxMDY4Nzg4LjExNDU3MTMzMzguMTc0NzEyMDE1OC4xNzQ3MTIwNDc2\" class=\"cu-button cu-button--purple cu-button--improved\">Get free template<\/a><\/div>\n\n\n<div style=\"border: 3px dashed #8ed1fc; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-e7e1c3fd-bf6d-41ee-afbb-b6b282b8ba97\">\n<p id=\"ub-styled-box-bordered-content-\">Need a central hub for all your leads? Use the <a href=\"https:\/\/clickup.com\/templates\/sales-crm-t-90020004091\">ClickUp Sales CRM template<\/a> to track every contact, call, and close.<\/p>\n\n\n<\/div>\n\n\n<h4 class=\"wp-block-heading\" id=\"9-clickup-best-features\">ClickUp best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Centralize documentation:<\/strong> Use <a href=\"https:\/\/clickup.com\/features\/docs\">ClickUp Docs<\/a> to create, share, and maintain living documentation tied directly to your workflows, all while using the built-in <strong>\/Write with AI <\/strong>to auto-write and personalize sales outreach&nbsp;<\/li>\n\n\n\n<li><strong>Collaborate in real time: <\/strong>Enable real-time, context-rich communication right alongside your tasks with <a href=\"https:\/\/clickup.com\/features\/chat\">ClickUp Chat<\/a><\/li>\n\n\n\n<li><strong>Create sales demos: <\/strong>Use <a href=\"https:\/\/clickup.com\/features\/clips\">ClickUp Clips<\/a> to record, transcribe, and summarize calls, turning long demos into bite-sized next steps, action items, and tailored customer service action items<\/li>\n\n\n\n<li><strong>Eliminate bottlenecks:<\/strong> Create custom <a href=\"https:\/\/clickup.com\/features\/dashboards\">ClickUp Dashboards<\/a> to visualize progress with cumulative flow, burnup, burndown, or velocity charts<\/li>\n\n\n\n<li><strong>Follow-up on every lead:<\/strong> Tap into <a href=\"https:\/\/clickup.com\/teams\/crm\">ClickUp CRM<\/a> to track prospects, deals, and sales activities in real time, then switch between List, Kanban, Table, or Timeline views to match how your team works best<\/li>\n\n\n\n<li><strong>Reduce busywork: <\/strong>Build no-code <a href=\"https:\/\/clickup.com\/features\/automations\">ClickUp Automations<\/a> using a dropdown builder or plain English prompts in ClickUp Brain to handle rule-based, repetitive sales tasks, such as automatically assigning new leads, updating deal stages when a contract is signed, sending follow-up reminders, or creating handoff tasks when an opportunity closes<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"10-clickup-limitations\">ClickUp limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Steep learning curve due to its extensive features&nbsp;<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"11-clickup-pricing\">ClickUp pricing<\/h4>\n\n\n<div class=\"pricing-wrapper\">\n<!-- hide toggle for now -->\n<div class=\"pricing-toggle-container\" style=\"display: none;\">\n    <div class=\"pricing-toggle isMonthly\">\n        <button class=\"pricing-toggle-item \" id=\"yearly-toggle\">\n            Yearly\n        <\/button>\n        <button class=\"pricing-toggle-item pricing-toggle-active\" id=\"monthly-toggle\">\n            Monthly\n        <\/button>\n    <\/div>\n<\/div>\n\n<!-- Dynamic Pricing Cards -->\n    <div class=\"pricing-card-container\">\n                    <div>\n    <div class=\"pricing-card pricing-card-free-forever\" style=\"--primary-color: 0, 184, 132\">\n        <div class=\"pricing-tier\">\n            free forever\n                    <\/div>\n                <div class=\"pricing-price\">\n            <span class=\"pricing-price-wrapper\">\n                <span class=\"pricing-price-yearly\" data-price=\"Free\">\n                                            Free\n                                    <\/span>\n                <span class=\"pricing-price-monthly\" data-price=\"Free\">\n                                            Free\n                                    <\/span>\n            <\/span>\n            <div class=\"tier-foot-note\"><\/div>\n        <\/div>\n                        <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <button> for other tiers -->\n                <button class=\"cta-button cu-button button\"\n                        data-beta\n                        data-ga-click-tracking\n                        ga-event=\"click web\"\n                        ga-label=\"blog pricing table\"\n                        data-ga-tracking=\"ftmlead\"\n                        ga-category=\"get started - free forever\"\n                                                    onclick=\"showSignUpOverlay(undefined);\"\n                                                >\n                        Get Started\n                <\/button>\n                    <\/div>\n        <div class=\"list-title\">Key Features:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>60MB Storage<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Unlimited Tasks<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Unlimited Free Plan Members<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n                    <div>\n    <div class=\"pricing-card pricing-card-unlimited\" style=\"--primary-color: 250, 18, 227\">\n        <div class=\"pricing-tier\">\n            unlimited\n                    <\/div>\n                <div class=\"pricing-price\">\n            <span class=\"pricing-price-wrapper\">\n                <span class=\"pricing-price-yearly\" data-price=\"$7\">\n                                            $7\n                                    <\/span>\n                <span class=\"pricing-price-monthly\" data-price=\"$10\">\n                                            $10\n                                    <\/span>\n            <\/span>\n            <div class=\"tier-foot-note\">per user per month<\/div>\n        <\/div>\n                        <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <button> for other tiers -->\n                <button class=\"cta-button cu-button button\"\n                        data-beta\n                        data-ga-click-tracking\n                        ga-event=\"click web\"\n                        ga-label=\"blog pricing table\"\n                        data-ga-tracking=\"ftmlead\"\n                        ga-category=\"get started - unlimited\n                        \"\n                                                    onclick=\"showSignUpOverlay({ free_trial_plan: 'unlimited' });\"\n                                                >\n                        Get started\n                <\/button>\n                    <\/div>\n        <div class=\"list-title\">Everything in Free Forever, plus:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Unlimited Storage<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>ClickUp Chat<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Native Time Tracking<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n                    <div>\n    <div class=\"pricing-card pricing-card-business\" style=\"--primary-color: 31, 124, 255\">\n        <div class=\"pricing-tier\">\n            business\n                            <div class=\"popular popular-badge\">\n                    Popular\n                <\/div>\n                    <\/div>\n                <div class=\"pricing-price\">\n            <span class=\"pricing-price-wrapper\">\n                <span class=\"pricing-price-yearly\" data-price=\"$12\">\n                                            $12\n                                    <\/span>\n                <span class=\"pricing-price-monthly\" data-price=\"$19\">\n                                            $19\n                                    <\/span>\n            <\/span>\n            <div class=\"tier-foot-note\">per user per month<\/div>\n        <\/div>\n                        <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <button> for other tiers -->\n                <button class=\"cta-button cu-button button\"\n                        data-beta\n                        data-ga-click-tracking\n                        ga-event=\"click web\"\n                        ga-label=\"blog pricing table\"\n                        data-ga-tracking=\"ftmlead\"\n                        ga-category=\"get started - business\n                        \"\n                                                    onclick=\"showSignUpOverlay({ free_trial_plan: 'business' });\"\n                                                >\n                        Get started\n                <\/button>\n                    <\/div>\n        <div class=\"list-title\">Everything in Unlimited, plus:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><circle cx=\"9\" cy=\"9\" r=\"7.5\" fill=\"currentColor\"><\/circle><path d=\"M6.75 9L8.25 10.5L11.25 7.5\" stroke=\"#202020\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Google SSO<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><circle cx=\"9\" cy=\"9\" r=\"7.5\" fill=\"currentColor\"><\/circle><path d=\"M6.75 9L8.25 10.5L11.25 7.5\" stroke=\"#202020\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Custom Exporting<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><circle cx=\"9\" cy=\"9\" r=\"7.5\" fill=\"currentColor\"><\/circle><path d=\"M6.75 9L8.25 10.5L11.25 7.5\" stroke=\"#202020\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>5K Monthly Automations<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n                    <div>\n    <div class=\"pricing-card pricing-card-enterprise\" style=\"--primary-color: 44, 42, 65\">\n        <div class=\"pricing-tier\">\n            enterprise\n                    <\/div>\n                            <div class=\"pricing-explanation-enterprise\">Get a Custom Demo<\/div>\n                <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <a> for Enterprise -->\n                <a class=\"cta-button button\"\n                href=\"https:\/\/clickup.com\/contact\/contact-sales\"\n                target=\"_blank\"\n                rel=\"noopener noreferrer\"\n                data-ga-click-tracking\n                ga-event=\"click web\"\n                ga-label=\"blog pricing table\"\n                data-ga-tracking=\"ftmlead\"\n                ga-category=\"contact sales - enterprise\">\n                    Contact sales\n                <\/a>\n                    <\/div>\n        <div class=\"list-title\">Everything in Business, plus:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>White Labeling<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Live Onboarding Training<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>250K Monthly Automations<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n            <\/div>\n\n<div class=\"cta-see-more-button-wrapper\">\n    <a class=\"cta-see-more-button\"\n    href=\"https:\/\/clickup.com\/pricing\"\n    target=\"_blank\"\n    rel=\"noopener noreferrer\"\n    data-ga-click-tracking\n    ga-event=\"click web\"\n    ga-label=\"blog pricing table\"\n    ga-category=\"see more features\"\n    data-ga-tracking=\"ftmlead\">\n        See more features\n    <\/a>\n    <\/div>\n<div class=\"pricing-disclaimer\">* Prices when billed annually<\/div>\n<\/div>\n\n<div class=\"ai-pricing-callout\">\n    <div class=\"ai-pricing-callout__content\">\n        <div class=\"ai-pricing-callout__text\">\n            <div class=\"ai-pricing-callout__title\">The world's most complete work AI, starting at $9 per month<\/div>\n            <div class=\"ai-pricing-callout__subtitle\">ClickUp Brain is a no Brainer. One AI to manage your work, at a fraction of the cost.<\/div>\n        <\/div>\n        <a href=\"https:\/\/app.clickup.com\/signup?product=ai&ai=true\"\n           class=\"ai-pricing-callout__cta\"\n           data-ga-click-tracking\n           ga-event=\"click web\"\n           ga-category=\"Try for free\"\n           ga-label=\"blog pricing table\">\n            Try for free\n        <\/a>\n    <\/div>\n<\/div>\n\n\n\n<script>\ndocument.addEventListener('DOMContentLoaded', function () {\n    const monthlyToggle = document.getElementById('monthly-toggle');\n    const yearlyToggle = document.getElementById('yearly-toggle');\n    const pricingCards = document.querySelectorAll('.pricing-card');\n    const pricingToggle = document.querySelector('.pricing-toggle');\n\n    function togglePricing(isYearly) {\n        pricingCards.forEach(card => {\n            const monthlyPrice = card.querySelector('.pricing-price-monthly');\n            const yearlyPrice = card.querySelector('.pricing-price-yearly');\n\n            if (monthlyPrice && yearlyPrice) {\n                yearlyPrice.style.display = isYearly ? 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We manage everything from Client work to our CRMand love the flexibility of options and the in-built automations. We also love that ClickUp is constantly evolving and that they listen to their clients!<\/em><\/p><\/blockquote><\/div>\n\n\n<div style=\"border: 3px solid #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-c56a9232-4656-4008-b7dd-79784779fe9c\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udcee ClickUp Insight:<\/strong> Low-performing teams are <a href=\"https:\/\/clickup.com\/blog\/work-week\/\">4 times more likely to juggle 15+ tools<\/a>, while high-performing teams maintain efficiency by limiting their toolkit to 9 or fewer platforms. But how about using one platform?\u00a0<\/p>\n\n\n\n<p>As the everything app for work, <a href=\"https:\/\/app.clickup.com\/signup\">ClickUp<\/a> brings your tasks, projects, docs, wikis, chat, and calls under a single platform, complete with AI-powered workflows. Ready to work smarter? ClickUp works for every team, makes work visible, and allows you to focus on what matters while AI handles the rest.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/clickup.com\/signup\" class=\"cu-button cu-button--purple cu-button--improved\">Start using ClickUp\u2014it&#8217;s free<\/a><\/div>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"14-2-salesforce-einstein-best-for-predictive-lead-scoring-and-smart-crm-automation-at-enterprise-scale\">2. Salesforce Einstein (Best for predictive lead scoring and smart CRM automation at enterprise scale)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1516\" height=\"945\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXe3TMp4d7A2IEWQAFOBGJccQTcsh02ZoZXnMytoCxP69GuPzQ90Ok4Zbv7FZLlq1G8Jx-5KTMo0vq_A1ckaN01eFB6a0FZlyeZaerbhee4lt9H857Q4UEmg2OAbtbXxd-arNb4fBw.jpg\" alt=\"Salesforce Einstein: Sales development simplifed with AI agents for sales\" class=\"wp-image-530985\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXe3TMp4d7A2IEWQAFOBGJccQTcsh02ZoZXnMytoCxP69GuPzQ90Ok4Zbv7FZLlq1G8Jx-5KTMo0vq_A1ckaN01eFB6a0FZlyeZaerbhee4lt9H857Q4UEmg2OAbtbXxd-arNb4fBw.jpg 1516w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXe3TMp4d7A2IEWQAFOBGJccQTcsh02ZoZXnMytoCxP69GuPzQ90Ok4Zbv7FZLlq1G8Jx-5KTMo0vq_A1ckaN01eFB6a0FZlyeZaerbhee4lt9H857Q4UEmg2OAbtbXxd-arNb4fBw-300x187.jpg 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXe3TMp4d7A2IEWQAFOBGJccQTcsh02ZoZXnMytoCxP69GuPzQ90Ok4Zbv7FZLlq1G8Jx-5KTMo0vq_A1ckaN01eFB6a0FZlyeZaerbhee4lt9H857Q4UEmg2OAbtbXxd-arNb4fBw-1400x873.jpg 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXe3TMp4d7A2IEWQAFOBGJccQTcsh02ZoZXnMytoCxP69GuPzQ90Ok4Zbv7FZLlq1G8Jx-5KTMo0vq_A1ckaN01eFB6a0FZlyeZaerbhee4lt9H857Q4UEmg2OAbtbXxd-arNb4fBw-768x479.jpg 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXe3TMp4d7A2IEWQAFOBGJccQTcsh02ZoZXnMytoCxP69GuPzQ90Ok4Zbv7FZLlq1G8Jx-5KTMo0vq_A1ckaN01eFB6a0FZlyeZaerbhee4lt9H857Q4UEmg2OAbtbXxd-arNb4fBw-700x436.jpg 700w\" sizes=\"auto, (max-width: 1516px) 100vw, 1516px\" \/><\/figure><\/div>\n\n\n<p class=\"has-text-align-center\">via <a href=\"https:\/\/www.salesforce.com\/news\/press-releases\/2024\/03\/06\/einstein-1-studio-news\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Salesforce Einstein<\/a><\/p>\n\n\n\n<p>Salesforce Einstein is an embedded AI layer within Salesforce\u2019s Customer 360 platform, designed to bring advanced machine learning (ML) and predictive analytics directly into Sales Cloud.&nbsp;<\/p>\n\n\n\n<p>It infuses automation into every aspect of the sales workflow, helping teams uncover high\u2011value leads, tailor outreach at scale, keep pipelines current, and prepare for customer conversations with data\u2011driven insights. Einstein learns from every deal, conversation, and click to suggest actions, highlight risks, and generate content.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"15-salesforce-einstein-best-features\">Salesforce Einstein best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/clickup.com\/blog\/how-to-use-ai-for-lead-generation\/\">Use AI for lead generation<\/a> by automating prospecting and inbound leads with the <strong>Einstein SDR Agent<\/strong><\/li>\n\n\n\n<li>Sharpen rep performance with role-play simulations and generative AI-powered feedback using <strong>Einstein Sales Coach<\/strong><\/li>\n\n\n\n<li>Build and deploy AI agents with <strong>Agentforce<\/strong> to handle sales operations, all secured by the Einstein Trust Layer<\/li>\n\n\n\n<li>Implement <strong>Einstein Scoring <\/strong>to prioritize deals and leverage predictive scoring to highlight leads<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"16-salesforce-einstein-limitations\">Salesforce Einstein limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Advanced setups may need developer support or technical expertise<\/li>\n\n\n\n<li>The system may lag with heavy data loads or complex workflows<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"17-salesforce-einstein-pricing\">Salesforce Einstein pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Einstein Sales: <\/strong>$500\/month per user (billed annually)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"18-salesforce-einstein-ratings-and-reviews\">Salesforce Einstein ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.4\/5 (23,000+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>Not enough reviews<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"19-what-are-real-life-users-saying-about-salesforce-einstein\">What are real-life users saying about Salesforce Einstein?<\/h4>\n\n\n\n<p>Here\u2019s a snippet of a <a href=\"https:\/\/www.g2.com\/products\/salesforce-salesforce-sales-cloud\/reviews\/salesforce-sales-cloud-review-11236766\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 review<\/a>:<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>Salesforce Sales Cloud makes it really easy for me to manage my leads, contacts, and deals all in one place\u2026Sometimes it feels a bit overwhelming, especially when you&#8217;re new to it. There are so many features and buttons that it can take a while to learn where everything is. Also, if it&#8217;s not set up properly by the admin, some things can feel confusing or take extra steps to do. It\u2019s powerful, but not always super user-friendly right away.<\/em><\/p><\/blockquote><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"20-3-apollo-ai-best-for-ai-driven-prospecting-and-automated-multi-channel-outreach\">3. Apollo AI (Best for AI-driven prospecting and automated multi-channel outreach)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1553\" height=\"893\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXdtSq52vO8r2VREeWR7WG4ArqUDplj_ZDjYgOD6IIea0SpA3AMePU5TiQdO7xXWtxcRQkierrQhRcqz0phfRCpbs12W8DZhntlvk_08wn2yZ0EJRdqVTHBYPq0m1lxYfRn22dBF.jpg\" alt=\"Apollo AI: Enhance customer relationships with a wide range of AI agents for sales\" class=\"wp-image-530988\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXdtSq52vO8r2VREeWR7WG4ArqUDplj_ZDjYgOD6IIea0SpA3AMePU5TiQdO7xXWtxcRQkierrQhRcqz0phfRCpbs12W8DZhntlvk_08wn2yZ0EJRdqVTHBYPq0m1lxYfRn22dBF.jpg 1553w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXdtSq52vO8r2VREeWR7WG4ArqUDplj_ZDjYgOD6IIea0SpA3AMePU5TiQdO7xXWtxcRQkierrQhRcqz0phfRCpbs12W8DZhntlvk_08wn2yZ0EJRdqVTHBYPq0m1lxYfRn22dBF-300x173.jpg 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXdtSq52vO8r2VREeWR7WG4ArqUDplj_ZDjYgOD6IIea0SpA3AMePU5TiQdO7xXWtxcRQkierrQhRcqz0phfRCpbs12W8DZhntlvk_08wn2yZ0EJRdqVTHBYPq0m1lxYfRn22dBF-1400x805.jpg 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXdtSq52vO8r2VREeWR7WG4ArqUDplj_ZDjYgOD6IIea0SpA3AMePU5TiQdO7xXWtxcRQkierrQhRcqz0phfRCpbs12W8DZhntlvk_08wn2yZ0EJRdqVTHBYPq0m1lxYfRn22dBF-768x442.jpg 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXdtSq52vO8r2VREeWR7WG4ArqUDplj_ZDjYgOD6IIea0SpA3AMePU5TiQdO7xXWtxcRQkierrQhRcqz0phfRCpbs12W8DZhntlvk_08wn2yZ0EJRdqVTHBYPq0m1lxYfRn22dBF-1536x883.jpg 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXdtSq52vO8r2VREeWR7WG4ArqUDplj_ZDjYgOD6IIea0SpA3AMePU5TiQdO7xXWtxcRQkierrQhRcqz0phfRCpbs12W8DZhntlvk_08wn2yZ0EJRdqVTHBYPq0m1lxYfRn22dBF-700x403.jpg 700w\" sizes=\"auto, (max-width: 1553px) 100vw, 1553px\" \/><\/figure><\/div>\n\n\n<p class=\"has-text-align-center\">via <a href=\"https:\/\/www.apollo.io\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Apollo AI<\/a><\/p>\n\n\n\n<p>Apollo is an AI-powered go-to-market engine that automates everything from prospecting to pipeline management. It draws from over 275 million contacts and 70 million companies, enriched with real-time job changes, tech stack updates, and signals of buying intent.&nbsp;<\/p>\n\n\n\n<p>Once you define your ideal customer profile (ICP), Apollo AI identifies high-fit leads and prioritizes them using behavioral signals like email opens, site visits, and outbound engagement history. These insights are then translated into suggested messaging angles tailored to each prospect\u2019s context, letting teams <a href=\"https:\/\/clickup.com\/blog\/how-to-use-ai-for-data-analysis\/\">use AI for data analysis<\/a> without leaving their sales workflow.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"21-apollo-ai-best-features\">Apollo AI best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Try the <strong>Pipeline Builder<\/strong>\u202fto identify ideal-fit leads using 65+ filters, intent signals, and real-time enrichment<\/li>\n\n\n\n<li>Get auto-generated meeting summaries, follow-ups, and next steps using <strong>Call Assistant\u2019s<\/strong> smart transcription and pre-call insights<\/li>\n\n\n\n<li>Launch multichannel sequences with AI-personalized emails, one-click calling, and built-in deliverability protection<\/li>\n\n\n\n<li>Get granular info like winning call patterns, objection-handling playbooks, and messaging strategies through Apollo\u2019s <strong>AI Chatbot <\/strong>and call analytics<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"22-apollo-ai-limitations\">Apollo AI limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Some users report that contact data is only ~65% accurate, especially for mobile numbers and EMEA regions<\/li>\n\n\n\n<li>Key functionalities are gated behind higher-tier plans, leading to incomplete outreach workflows for basic users<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"23-apollo-ai-pricing\">Apollo AI pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Free<\/strong><\/li>\n\n\n\n<li><strong>Basic: <\/strong>$59\/month per user<\/li>\n\n\n\n<li><strong>Professional: <\/strong>$99\/month per user<\/li>\n\n\n\n<li><strong>Organization: <\/strong>$149\/month per user<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"24-apollo-ai-ratings-and-reviews\">Apollo AI ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.7\/5 (8,700+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>4.6\/5 (300+ reviews)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"25-4-clari-best-for-revenue-forecasting-and-deal-inspection-with-real-time-ai-insights\">4. Clari (Best for revenue forecasting and deal inspection with real-time AI insights)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"665\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXdpGa3DvKCqKzLToHXwFZ1bluT_1OMtQO7ftVJEddAUsVHZuEzh_WK-UHsg9pC41jCXyj8ITi3osp-7XzCSRl-BQpWgDjXTcTG91frHAmnF8cAojMLMGVVAjLLqmyY_CjAu328W.png\" alt=\"Clari: AI sales agents operating on natural language\" class=\"wp-image-530983\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXdpGa3DvKCqKzLToHXwFZ1bluT_1OMtQO7ftVJEddAUsVHZuEzh_WK-UHsg9pC41jCXyj8ITi3osp-7XzCSRl-BQpWgDjXTcTG91frHAmnF8cAojMLMGVVAjLLqmyY_CjAu328W.png 1000w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXdpGa3DvKCqKzLToHXwFZ1bluT_1OMtQO7ftVJEddAUsVHZuEzh_WK-UHsg9pC41jCXyj8ITi3osp-7XzCSRl-BQpWgDjXTcTG91frHAmnF8cAojMLMGVVAjLLqmyY_CjAu328W-300x200.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXdpGa3DvKCqKzLToHXwFZ1bluT_1OMtQO7ftVJEddAUsVHZuEzh_WK-UHsg9pC41jCXyj8ITi3osp-7XzCSRl-BQpWgDjXTcTG91frHAmnF8cAojMLMGVVAjLLqmyY_CjAu328W-768x511.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXdpGa3DvKCqKzLToHXwFZ1bluT_1OMtQO7ftVJEddAUsVHZuEzh_WK-UHsg9pC41jCXyj8ITi3osp-7XzCSRl-BQpWgDjXTcTG91frHAmnF8cAojMLMGVVAjLLqmyY_CjAu328W-700x466.png 700w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/figure><\/div>\n\n\n<p class=\"has-text-align-center\">via <a href=\"https:\/\/www.clari.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Clari<\/a><\/p>\n\n\n\n<p>Clari is an <a href=\"https:\/\/clickup.com\/blog\/ai-tools-for-sales\/\">AI-powered sales tool<\/a> built for revenue teams that need precision, visibility, and control across the entire sales funnel. Everything runs on <strong>Revenue Context\u2122<\/strong>, a proprietary intelligence layer that pulls signals from every interaction, deal, forecast, and CRM update to power a new class of AI agents built for execution.<\/p>\n\n\n\n<p>From real-time deal inspection to precision-guided coaching and email generation, the tool\u2019s agents handle everything. They review pipeline risks, surface next steps, generate personalized emails, and recommend actions across every level of the revenue org.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"26-clari-best-features\">Clari best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Diagnose deal health with <strong>AI Deal Inspection<\/strong> and review open opportunities against proven win criteria and spot execution gaps<\/li>\n\n\n\n<li>Catch themes with <strong>AI Smart Topics<\/strong> and surface deal-critical signals like pricing pressure or risk factors from calls, emails, and meetings<\/li>\n\n\n\n<li>Get a curated digest of key moments from rep activity with <strong>AI Smart Feed <\/strong>so you can act on signals early, <a href=\"https:\/\/clickup.com\/blog\/improving-sales-productivity\/\">improving sales productivity<\/a><\/li>\n\n\n\n<li>Write sharper emails with <strong>AI Smart Prospecting and Follow-Ups<\/strong> for value-led outreach&nbsp;<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"27-clari-limitations\">Clari limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Column views aren\u2019t easily customizable for all users<\/li>\n\n\n\n<li>Reps may need to maintain parallel spreadsheets for detailed deal tracking<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"28-clari-pricing\">Clari pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Custom pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"29-clari-ratings-and-reviews\">Clari ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.6\/5 (5000+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>Not enough reviews<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"30-what-are-real-life-users-saying-about-clari\">What are real-life users saying about Clari?<\/h4>\n\n\n\n<p>One <a href=\"https:\/\/www.g2.com\/products\/clari\/reviews\/clari-review-10954503\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 review<\/a> puts it this way:<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>I like how simple and easy Clari is to use when I&#8217;m updating next steps on pricing, stage and time stamps when looking at my significant deals. It&#8217;s also easy to forecast my month, quarter and annual number with my director when we are looking at reports and pipeline. I don&#8217;t like that I can&#8217;t update certain metrics unless I have changed it in the salesforce lightning opportunity first. Other than that everything is pretty straightforward to use and navigate.<\/em><\/p><\/blockquote><\/div>\n\n\n<div style=\"border: 3px solid #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-34369d07-d3ab-41f1-938f-06f069e98ea2\">\n<p id=\"ub-styled-box-bordered-content-\">\ud83d\udcee <strong>ClickUp Insight: <\/strong>21% of people say more than 80% of their workday is spent on repetitive tasks. And another 20% say repetitive tasks consume at least 40% of their day.<\/p>\n\n\n\n<p>That\u2019s nearly half of the workweek (41%) devoted to tasks that don\u2019t require much strategic thinking or creativity (like follow-up emails \ud83d\udc40).<br><a href=\"https:\/\/clickup.com\/ai\" target=\"_blank\" rel=\"noreferrer noopener\">ClickUp AI Agents<\/a> help eliminate this grind. Think task creation, reminders, updates, meeting notes, drafting emails, and even creating end-to-end workflows! All of that (and more) can be automated in a jiffy with ClickUp, your everything app for work.<\/p>\n\n\n\n<p>\ud83d\udcab <strong>Real Results: <\/strong>Lulu Press saves 1 hour per day, per employee using ClickUp Automations\u2014leading to a 12% increase in work efficiency.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/signup\" class=\"cu-button cu-button--purple cu-button--improved\">Try ClickUp for free<\/a><\/div>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"31-5-artisan-best-for-autonomous-ai-sales-reps-that-engage-and-qualify-leads-like-humans\">5. Artisan (Best for autonomous AI sales reps that engage and qualify leads like humans)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1600\" height=\"987\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXeCEEE6yJxkTEF0zA1QHjGt1UZZ2tlQfzHd4x5wpefek_054sQ8jOpkTpN3TLa0WZ0m6htCx8Kz8rOZ8lS62c_svdPmrcZzzLkT7gHzRKhvPiE0bmrSuTgi1einS6V_QX0ul9BX.jpg\" alt=\"Artisan: Make work easy for sales reps\" class=\"wp-image-530981\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXeCEEE6yJxkTEF0zA1QHjGt1UZZ2tlQfzHd4x5wpefek_054sQ8jOpkTpN3TLa0WZ0m6htCx8Kz8rOZ8lS62c_svdPmrcZzzLkT7gHzRKhvPiE0bmrSuTgi1einS6V_QX0ul9BX.jpg 1600w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXeCEEE6yJxkTEF0zA1QHjGt1UZZ2tlQfzHd4x5wpefek_054sQ8jOpkTpN3TLa0WZ0m6htCx8Kz8rOZ8lS62c_svdPmrcZzzLkT7gHzRKhvPiE0bmrSuTgi1einS6V_QX0ul9BX-300x185.jpg 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXeCEEE6yJxkTEF0zA1QHjGt1UZZ2tlQfzHd4x5wpefek_054sQ8jOpkTpN3TLa0WZ0m6htCx8Kz8rOZ8lS62c_svdPmrcZzzLkT7gHzRKhvPiE0bmrSuTgi1einS6V_QX0ul9BX-1400x864.jpg 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXeCEEE6yJxkTEF0zA1QHjGt1UZZ2tlQfzHd4x5wpefek_054sQ8jOpkTpN3TLa0WZ0m6htCx8Kz8rOZ8lS62c_svdPmrcZzzLkT7gHzRKhvPiE0bmrSuTgi1einS6V_QX0ul9BX-768x474.jpg 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXeCEEE6yJxkTEF0zA1QHjGt1UZZ2tlQfzHd4x5wpefek_054sQ8jOpkTpN3TLa0WZ0m6htCx8Kz8rOZ8lS62c_svdPmrcZzzLkT7gHzRKhvPiE0bmrSuTgi1einS6V_QX0ul9BX-1536x948.jpg 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXeCEEE6yJxkTEF0zA1QHjGt1UZZ2tlQfzHd4x5wpefek_054sQ8jOpkTpN3TLa0WZ0m6htCx8Kz8rOZ8lS62c_svdPmrcZzzLkT7gHzRKhvPiE0bmrSuTgi1einS6V_QX0ul9BX-700x432.jpg 700w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><\/figure><\/div>\n\n\n<p class=\"has-text-align-center\">via <a href=\"https:\/\/www.artisan.co\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Artisan<\/a><\/p>\n\n\n\n<p>Artisan is a full-stack outbound engine powered by AI employees. <strong>Ava<\/strong>, its AI SDR, replaces the manual, repetitive legwork of traditional prospecting with intelligent automation. From targeting the right leads to crafting hyper-personalized outreach, it handles your entire outbound workflow.<\/p>\n\n\n\n<p>You can deploy <strong>AI Playbooks<\/strong> to standardize the voice for your messaging and outreach and ensure best practices roll out company-wide. Meanwhile, analytics dashboards let you see which accounts are engaging in real time to help refine targeting.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"32-artisan-best-features\">Artisan best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Deploy email and LinkedIn no-code outreach workflows with the sequence builder<\/li>\n\n\n\n<li>Pinpoint high-intent leads with Ava\u2019s <strong>Data Miner<\/strong> that scrapes technographic, firmographic, and intent data like hiring announcements and funding news&nbsp;<\/li>\n\n\n\n<li>Manage email deliverability to keep your emails out of spam boxes, using real-time mailbox health monitoring, dynamic sending limits, and auto email warmup<\/li>\n\n\n\n<li>Access over 300 million B2B contacts across 200+ countries through its built-in database<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"33-artisan-limitations\">Artisan limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Lacks reporting granularity as response time tracking includes unsubscribes, skewing results&nbsp;<\/li>\n\n\n\n<li>Messaging feels generic, robotic, and lacks personalization<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"34-artisan-pricing\">Artisan pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Custom pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"35-artisan-ratings-and-reviews\">Artisan ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>Not enough reviews<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>Not enough reviews<\/li>\n<\/ul>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-30b6ca23-bd83-424b-8fe6-9b5f6c862f27\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udca1 <strong>Pro Tip: <\/strong>Use the Budget, Authority, Need, Timing (BANT) framework like a conversation guide. Instead of firing off \u2018Who\u2019s the decision maker?\u2019, try \u2018Who else usually weighs in on purchases like this? This makes it sound natural and gives you a deeper context.<\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"36-6-regieai-best-for-ai-generated-sales-sequences-tailored-to-buyer-personas-and-intent\">6. Regie.ai (Best for AI-generated sales sequences tailored to buyer personas and intent)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"alignright\"><img loading=\"lazy\" decoding=\"async\" width=\"1600\" height=\"891\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXdIJ7RCqXHeO2l5xb5KGnlyR6pxurTJL-_sq6IFMD7dtbT66yrHTKik47_A-KD903EOyxkLmUjC5-7qyvRICGdWMTLDOx43iMCL3IJTtgEjC3J8pHaSEdiWWrXN4-9YyQAO6irBLw.jpg\" alt=\"Regie.ai: AI agents for sales\" class=\"wp-image-530979\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXdIJ7RCqXHeO2l5xb5KGnlyR6pxurTJL-_sq6IFMD7dtbT66yrHTKik47_A-KD903EOyxkLmUjC5-7qyvRICGdWMTLDOx43iMCL3IJTtgEjC3J8pHaSEdiWWrXN4-9YyQAO6irBLw.jpg 1600w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXdIJ7RCqXHeO2l5xb5KGnlyR6pxurTJL-_sq6IFMD7dtbT66yrHTKik47_A-KD903EOyxkLmUjC5-7qyvRICGdWMTLDOx43iMCL3IJTtgEjC3J8pHaSEdiWWrXN4-9YyQAO6irBLw-300x167.jpg 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXdIJ7RCqXHeO2l5xb5KGnlyR6pxurTJL-_sq6IFMD7dtbT66yrHTKik47_A-KD903EOyxkLmUjC5-7qyvRICGdWMTLDOx43iMCL3IJTtgEjC3J8pHaSEdiWWrXN4-9YyQAO6irBLw-1400x780.jpg 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXdIJ7RCqXHeO2l5xb5KGnlyR6pxurTJL-_sq6IFMD7dtbT66yrHTKik47_A-KD903EOyxkLmUjC5-7qyvRICGdWMTLDOx43iMCL3IJTtgEjC3J8pHaSEdiWWrXN4-9YyQAO6irBLw-768x428.jpg 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXdIJ7RCqXHeO2l5xb5KGnlyR6pxurTJL-_sq6IFMD7dtbT66yrHTKik47_A-KD903EOyxkLmUjC5-7qyvRICGdWMTLDOx43iMCL3IJTtgEjC3J8pHaSEdiWWrXN4-9YyQAO6irBLw-1536x855.jpg 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXdIJ7RCqXHeO2l5xb5KGnlyR6pxurTJL-_sq6IFMD7dtbT66yrHTKik47_A-KD903EOyxkLmUjC5-7qyvRICGdWMTLDOx43iMCL3IJTtgEjC3J8pHaSEdiWWrXN4-9YyQAO6irBLw-700x390.jpg 700w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><\/figure><\/div>\n\n\n<p class=\"has-text-align-center\">via <a href=\"http:\/\/regie.ai\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Regie.ai<\/a><\/p>\n\n\n\n<p>RegieOne is an AI-powered sales platform designed for sales teams that need to personalize outreach at scale. Here, human reps and AI agents work together on everything from planning who to reach out to, to getting meetings on the calendar. It uses smart content and real-time feedback to enhance the effectiveness and efficiency of top-of-funnel sales.<\/p>\n\n\n\n<p>The platform\u2019s <strong>AI Content Engine <\/strong>and <strong>AI Messaging<\/strong> write templates and create entire outbound programs using your brand voice, ICP insights, and past performance data. Cadences include persona-aligned emails, LinkedIn messages, call scripts, and voicemail prompts, all automatically adapted to the buyer\u2019s industry, title, and stage in the journey.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"37-regieai-best-features\">Regie.ai best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Launch auto-pilot to source leads, enrich contact data, and run full outbound sequences&nbsp;<\/li>\n\n\n\n<li>Use the <strong>AI Dialer <\/strong>built inside the platform to power through high-volume calling with up to nine parallel dials for each prospect\u2019s profile<\/li>\n\n\n\n<li>Let AI agents identify visitors, enrich contact data, and start nurturing based on behavior<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"38-regieai-limitations\">Regie.ai limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>There\u2019s not enough flexibility to adjust campaigns<\/li>\n\n\n\n<li>Occasionally, the tool generates content that includes inappropriate elements (e.g., suggesting a coffee invite when not relevant)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"39-regieai-pricing\">Regie.ai pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Custom pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"40-regieai-ratings-and-reviews\">Regie.ai ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.4\/5 (300+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>Not enough reviews<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"41-what-are-real-life-users-saying-about-regieai\">What are real-life users saying about Regie.ai?<\/h4>\n\n\n\n<p>Straight from a <a href=\"https:\/\/www.g2.com\/products\/regie-ai\/reviews\/regie-ai-review-9383362\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 review<\/a>:<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>As an Inside Sales Manager, teaching reps how to write has always seemed impossible. [\u2026] Regie.ai takes your raw ideas and creates a holistic sales campaign, optimized for busy executives. It&#8217;s so easy to overthink email outreach where you second guess yourself. Regie.ai removes that impediment! The emails are too simple sometimes. It&#8217;s rare that I&#8217;ll use their generated campaign right &#8220;out of the box&#8221;. Just like ChatGPT it&#8217;s best used as an idea generator\/launching pad. Writers&#8217; block is a thing of the past, however!<\/em><\/p><\/blockquote><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"42-7-claygent-best-for-research-automation-and-ai-powered-enrichment-of-sales-intelligence\">7. Claygent (Best for research automation and AI-powered enrichment of sales intelligence)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1600\" height=\"1109\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXdSzEUuOWYk4qvo-XAIPOw7pxmby1RsE9Dm3HU-b8wiQ7vHMnsReIYozYgJW3AQ1l-85Mg5khOHjtVmSabC0SZxKAXSFVVX5emOFMEQIorzNbFWzTTB-2Px219zRJgBgKlgQdO.jpg\" alt=\"Claygent\" class=\"wp-image-530984\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXdSzEUuOWYk4qvo-XAIPOw7pxmby1RsE9Dm3HU-b8wiQ7vHMnsReIYozYgJW3AQ1l-85Mg5khOHjtVmSabC0SZxKAXSFVVX5emOFMEQIorzNbFWzTTB-2Px219zRJgBgKlgQdO.jpg 1600w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXdSzEUuOWYk4qvo-XAIPOw7pxmby1RsE9Dm3HU-b8wiQ7vHMnsReIYozYgJW3AQ1l-85Mg5khOHjtVmSabC0SZxKAXSFVVX5emOFMEQIorzNbFWzTTB-2Px219zRJgBgKlgQdO-300x208.jpg 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXdSzEUuOWYk4qvo-XAIPOw7pxmby1RsE9Dm3HU-b8wiQ7vHMnsReIYozYgJW3AQ1l-85Mg5khOHjtVmSabC0SZxKAXSFVVX5emOFMEQIorzNbFWzTTB-2Px219zRJgBgKlgQdO-1400x970.jpg 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXdSzEUuOWYk4qvo-XAIPOw7pxmby1RsE9Dm3HU-b8wiQ7vHMnsReIYozYgJW3AQ1l-85Mg5khOHjtVmSabC0SZxKAXSFVVX5emOFMEQIorzNbFWzTTB-2Px219zRJgBgKlgQdO-768x532.jpg 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXdSzEUuOWYk4qvo-XAIPOw7pxmby1RsE9Dm3HU-b8wiQ7vHMnsReIYozYgJW3AQ1l-85Mg5khOHjtVmSabC0SZxKAXSFVVX5emOFMEQIorzNbFWzTTB-2Px219zRJgBgKlgQdO-1536x1065.jpg 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXdSzEUuOWYk4qvo-XAIPOw7pxmby1RsE9Dm3HU-b8wiQ7vHMnsReIYozYgJW3AQ1l-85Mg5khOHjtVmSabC0SZxKAXSFVVX5emOFMEQIorzNbFWzTTB-2Px219zRJgBgKlgQdO-700x485.jpg 700w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><\/figure><\/div>\n\n\n<p class=\"has-text-align-center\">via <a href=\"https:\/\/www.clay.com\/claygent\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Claygent<\/a><\/p>\n\n\n\n<p>Claygent is Clay\u2019s AI-powered research agent that replaces the tedious grunt work that slows down sales funnels. It integrates firmographic, technographic, and intent data from sources like LinkedIn, Crunchbase, and your CRM. The tool\u2019s <strong>AI Profiler <\/strong>identifies target accounts with the highest propensity to buy and automatically generates multi-step outreach sequences.<\/p>\n\n\n\n<p>You can ask Claygent anything from \u2018Is this company remote-friendly?\u2019 to \u2018Who was featured in their last case study?\u2019 and it\u2019ll hunt down the answers. Its smart scheduler drafts meeting agendas and summarizes prior touchpoints, buyer challenges, and competitive intel.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"43-claygent-best-features\">Claygent best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Locate people referenced in case studies or recent blogs to verify if they\u2019re still active<\/li>\n\n\n\n<li>Customize when and how data gets enriched using natural language processing with the <strong>AI Formula Generator<\/strong><\/li>\n\n\n\n<li>Automatically select the best-fit data source for each enrichment based on region, industry, or company size using conditional rules<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"44-claygent-limitations\">Claygent limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Enforces a 200\u2011request\/minute limit, impacting bulk list imports<\/li>\n\n\n\n<li>Account scoring updates every 30\u202fminutes, delaying real\u2011time reprioritization<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"45-claygent-pricing\">Claygent pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Free<\/strong><\/li>\n\n\n\n<li><strong>Starter: <\/strong>$149\/month per user<\/li>\n\n\n\n<li><strong>Explorer: <\/strong>$349\/month per user<\/li>\n\n\n\n<li><strong>Pro: <\/strong>$800\/month per user<\/li>\n\n\n\n<li><strong>Enterprise: <\/strong>Custom pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"46-claygent-ratings-and-reviews\">Claygent ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>Not enough reviews<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>Not enough reviews<\/li>\n<\/ul>\n\n\n<div style=\"border: 3px solid #0693e3; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-8da601d3-a05f-4ef9-8e97-c8569233f72f\">\n<p id=\"ub-styled-box-bordered-content-\">\ud83d\udd0d <strong>Did You Know? <\/strong>In 2005, <a href=\"https:\/\/oneredpaperclip.blogspot.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Kyle MacDonald<\/a> started with a single red paperclip and set out to trade it for something better. Through a series of 14 trades, ranging from a fish pen to a snowmobile, and eventually a movie role, he finally traded up to a house in Canada! This is an example of how sales is about creativity, persistence, and building relationships.\u00a0<\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"47-8-gong-best-for-ai-powered-conversation-analytics-and-deal-risk-detection\">8. Gong (Best for AI-powered conversation analytics and deal risk detection)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1482\" height=\"897\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXd8zJizYskhr2W3-y67dNM-trqiC1as8BdzaUSmK9Qs0ms-jNPvb6LTkUmASrFmTbGzOtXxwbTmd2QkSkuywCyhp4yvT5eIoD-iXnPgAByYkmekEECIxOZrnlsRvI8IQFwymVUg.jpg\" alt=\"Gong\" class=\"wp-image-530978\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXd8zJizYskhr2W3-y67dNM-trqiC1as8BdzaUSmK9Qs0ms-jNPvb6LTkUmASrFmTbGzOtXxwbTmd2QkSkuywCyhp4yvT5eIoD-iXnPgAByYkmekEECIxOZrnlsRvI8IQFwymVUg.jpg 1482w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXd8zJizYskhr2W3-y67dNM-trqiC1as8BdzaUSmK9Qs0ms-jNPvb6LTkUmASrFmTbGzOtXxwbTmd2QkSkuywCyhp4yvT5eIoD-iXnPgAByYkmekEECIxOZrnlsRvI8IQFwymVUg-300x182.jpg 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXd8zJizYskhr2W3-y67dNM-trqiC1as8BdzaUSmK9Qs0ms-jNPvb6LTkUmASrFmTbGzOtXxwbTmd2QkSkuywCyhp4yvT5eIoD-iXnPgAByYkmekEECIxOZrnlsRvI8IQFwymVUg-1400x847.jpg 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXd8zJizYskhr2W3-y67dNM-trqiC1as8BdzaUSmK9Qs0ms-jNPvb6LTkUmASrFmTbGzOtXxwbTmd2QkSkuywCyhp4yvT5eIoD-iXnPgAByYkmekEECIxOZrnlsRvI8IQFwymVUg-768x465.jpg 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXd8zJizYskhr2W3-y67dNM-trqiC1as8BdzaUSmK9Qs0ms-jNPvb6LTkUmASrFmTbGzOtXxwbTmd2QkSkuywCyhp4yvT5eIoD-iXnPgAByYkmekEECIxOZrnlsRvI8IQFwymVUg-700x424.jpg 700w\" sizes=\"auto, (max-width: 1482px) 100vw, 1482px\" \/><\/figure><\/div>\n\n\n<p class=\"has-text-align-center\">via <a href=\"https:\/\/www.gong.io\/blog\/sales-report\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Gong<\/a><\/p>\n\n\n\n<p>Gong is a revenue intelligence platform that leverages AI to capture, analyze, and <a href=\"https:\/\/clickup.com\/blog\/sales-funnel-templates\/\">contextualize your sales funnel<\/a>, giving you data-driven insights. Unlike traditional lead\u2011gen tools, it focuses on what happens after sales conversations. Its <strong>Conversation AI <\/strong>transcribes and tags deal-critical moments, such as pricing objections, competitor mentions, and decision-maker cues.&nbsp;<\/p>\n\n\n\n<p>Sales leaders love it for spotting what works, coaching reps, and catching deals at risk before they go cold. And with features like <strong>Meeting IQ<\/strong>, your reps get a quick rundown of past convos, who\u2019s on the call, and what to say, so they\u2019re always one step ahead.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"48-gong-best-features\">Gong best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Simulate real sales conversations with the <strong>AI Trainer<\/strong>, using AI-driven roleplay based on actual customer behavior, objections, and personas<\/li>\n\n\n\n<li>Score deals using 300+ conversation signals and your own methodology to improve win probability and pipeline confidence using the <strong>AI Deal Predictor<\/strong><\/li>\n\n\n\n<li>Spot market shifts and uncover new objections, competitor mentions, and <a href=\"https:\/\/clickup.com\/blog\/sales-goals\/\">sales goals<\/a> across your call data using the <strong>AI Theme Spotter<\/strong><\/li>\n\n\n\n<li>Coach faster with <strong>AI Call Reviewer <\/strong>and identify talk patterns, gaps, and coaching moments automatically<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"49-gong-limitations\">Gong limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Limits raw recording storage to 24 months on standard plans<\/li>\n\n\n\n<li>It doesn\u2019t support fully custom call\u2011tagging taxonomies beyond its built\u2011in library<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"50-gong-pricing\">Gong pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Custom pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"51-gong-ratings-and-reviews\">Gong ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.8\/5 (6000+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>4.8\/5 (500+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"52-what-are-real-life-users-saying-about-gong\">What are real-life users saying about Gong?<\/h4>\n\n\n\n<p>A user shared this <a href=\"https:\/\/www.capterra.in\/reviews\/157969\/gong-io\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">feedback<\/a>:<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>Gong has really helped our sales team grow by getting our AEs on the same page and continuing to build them into stronger Sales People. Some time search functionality seems off and logging in has a slow lag to start. Other than that I can&#8217;t really complain. Those 2 things are really nit-picking too.<\/em><\/p><\/blockquote><\/div>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-3bdc7922-a214-4f31-86d8-03ef8600bc7f\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udcd6 <strong>Also Read: <\/strong><a href=\"https:\/\/clickup.com\/blog\/sales-enablement-content\/\">How to Create Sales Enablement Content (With Examples)<\/a><\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"53-9-lavender-ai-best-for-real-time-email-coaching-and-ai-optimized-sales-messaging\">9. Lavender AI (Best for real-time email coaching and AI-optimized sales messaging)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1570\" height=\"876\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXeMo8iSZNpaIO8aF7-P0O0SRIt6AryipOEhfvM7dkGvTUwddfNqEs5vo-WVArCj3JSf4EcjRNcdWk87EGLq8xNVaaw-9Pd2qaaoOSmrnjuxkl2cdz_0m5gREpObwiNf25P52IjB8Q.png\" alt=\"Lavender AI\" class=\"wp-image-530982\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXeMo8iSZNpaIO8aF7-P0O0SRIt6AryipOEhfvM7dkGvTUwddfNqEs5vo-WVArCj3JSf4EcjRNcdWk87EGLq8xNVaaw-9Pd2qaaoOSmrnjuxkl2cdz_0m5gREpObwiNf25P52IjB8Q.png 1570w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXeMo8iSZNpaIO8aF7-P0O0SRIt6AryipOEhfvM7dkGvTUwddfNqEs5vo-WVArCj3JSf4EcjRNcdWk87EGLq8xNVaaw-9Pd2qaaoOSmrnjuxkl2cdz_0m5gREpObwiNf25P52IjB8Q-300x167.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXeMo8iSZNpaIO8aF7-P0O0SRIt6AryipOEhfvM7dkGvTUwddfNqEs5vo-WVArCj3JSf4EcjRNcdWk87EGLq8xNVaaw-9Pd2qaaoOSmrnjuxkl2cdz_0m5gREpObwiNf25P52IjB8Q-1400x781.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXeMo8iSZNpaIO8aF7-P0O0SRIt6AryipOEhfvM7dkGvTUwddfNqEs5vo-WVArCj3JSf4EcjRNcdWk87EGLq8xNVaaw-9Pd2qaaoOSmrnjuxkl2cdz_0m5gREpObwiNf25P52IjB8Q-768x429.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXeMo8iSZNpaIO8aF7-P0O0SRIt6AryipOEhfvM7dkGvTUwddfNqEs5vo-WVArCj3JSf4EcjRNcdWk87EGLq8xNVaaw-9Pd2qaaoOSmrnjuxkl2cdz_0m5gREpObwiNf25P52IjB8Q-1536x857.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXeMo8iSZNpaIO8aF7-P0O0SRIt6AryipOEhfvM7dkGvTUwddfNqEs5vo-WVArCj3JSf4EcjRNcdWk87EGLq8xNVaaw-9Pd2qaaoOSmrnjuxkl2cdz_0m5gREpObwiNf25P52IjB8Q-700x391.png 700w\" sizes=\"auto, (max-width: 1570px) 100vw, 1570px\" \/><\/figure><\/div>\n\n\n<p class=\"has-text-align-center\">via <a href=\"https:\/\/www.lavender.ai\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Lavender AI<\/a><\/p>\n\n\n\n<p>Lavender AI sits directly in your inbox, analyzing email drafts in real time and scoring them for tone, personalization, structure, and length. It combines behavioral psychology, sales writing best practices, and AI-powered suggestions to help reps increase reply rates and reduce time-to-send.<\/p>\n\n\n\n<p>The real standout here is <strong>Ora<\/strong>, Lavender\u2019s intelligent AI sales agent. It helps you with drafting your first outreach by injecting personalization with live customer data and tailoring the tone based on recipient psychology.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"54-lavender-ai-best-features\">Lavender AI best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Score emails with precision using the <strong>Email Coach<\/strong> and instantly get a reply-rate score and actionable tips as you write<\/li>\n\n\n\n<li>Inject personalization at scale using the <strong>Personalization Assistant<\/strong> that pulls prospect data, news mentions, personality traits, and suggested intros<\/li>\n\n\n\n<li>Use <a href=\"https:\/\/clickup.com\/blog\/sales-plan-templates\/\">sales plan templates<\/a> with <strong>Lavender Anywhere <\/strong>and bring its coaching power to any email platform<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"55-lavender-ai-limitations\">Lavender AI limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>It focuses solely on email outreach and has no support for calls, meetings, or multichannel cadences<\/li>\n\n\n\n<li>Overly rigid tone rules sometimes penalize contextually appropriate emails<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"56-lavender-ai-pricing\">Lavender AI pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Basic: <\/strong>Free<\/li>\n\n\n\n<li><strong>Starter: <\/strong>$29\/month per user<\/li>\n\n\n\n<li><strong>Individual Pro: <\/strong>$49\/month per user<\/li>\n\n\n\n<li><strong>Team Plan: <\/strong>$99\/month per user<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"57-lavender-ai-ratings-and-reviews\">Lavender AI ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.8\/5 (60+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>Not enough reviews<\/li>\n<\/ul>\n\n\n<div style=\"border: 3px solid #0693e3; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-41e8bb39-3ec0-4bec-adf7-8e8ca172afc1\">\n<p id=\"ub-styled-box-bordered-content-\">\ud83e\udde0 <strong>Fun Fact: <\/strong>Back in the 1930s, movie studios discovered that potential moviegoers needed to see a film&#8217;s advertisement at least seven times before deciding to watch it. This insight led to the \u2018<a href=\"https:\/\/www.umaryland.edu\/cpa\/rule-of-seven\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Rule of 7<\/a>,\u2019 a marketing principle suggesting that a prospect needs to encounter a brand&#8217;s message at least seven times before taking action.\u00a0<\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"58-10-hubspot-sales-hub-best-for-integrated-ai-tools-that-support-the-full-sales-funnel-within-a-crm\">10. HubSpot Sales Hub (Best for integrated AI tools that support the full sales funnel within a CRM)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"890\" height=\"673\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXchqc_eKlaFZeG00aQTKAoP-UEYkFJ709UR2geEqkl2qeh47q-2m2LTEmL0M8yFQmsouq3x1PuMi7laCMq8lNvOdR3NrqnrGW7rINuWTwsOEvNIXk1jFRSc2hxzi45DA_rfMuaQ-g.jpg\" alt=\"HubSpot Sales Hub\" class=\"wp-image-530980\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXchqc_eKlaFZeG00aQTKAoP-UEYkFJ709UR2geEqkl2qeh47q-2m2LTEmL0M8yFQmsouq3x1PuMi7laCMq8lNvOdR3NrqnrGW7rINuWTwsOEvNIXk1jFRSc2hxzi45DA_rfMuaQ-g.jpg 890w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXchqc_eKlaFZeG00aQTKAoP-UEYkFJ709UR2geEqkl2qeh47q-2m2LTEmL0M8yFQmsouq3x1PuMi7laCMq8lNvOdR3NrqnrGW7rINuWTwsOEvNIXk1jFRSc2hxzi45DA_rfMuaQ-g-300x227.jpg 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXchqc_eKlaFZeG00aQTKAoP-UEYkFJ709UR2geEqkl2qeh47q-2m2LTEmL0M8yFQmsouq3x1PuMi7laCMq8lNvOdR3NrqnrGW7rINuWTwsOEvNIXk1jFRSc2hxzi45DA_rfMuaQ-g-768x581.jpg 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXchqc_eKlaFZeG00aQTKAoP-UEYkFJ709UR2geEqkl2qeh47q-2m2LTEmL0M8yFQmsouq3x1PuMi7laCMq8lNvOdR3NrqnrGW7rINuWTwsOEvNIXk1jFRSc2hxzi45DA_rfMuaQ-g-700x529.jpg 700w\" sizes=\"auto, (max-width: 890px) 100vw, 890px\" \/><\/figure><\/div>\n\n\n<p class=\"has-text-align-center\">via <a href=\"https:\/\/www.hubspot.com\/products\/sales\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">HubSpot Sales Hub<\/a><\/p>\n\n\n\n<p>HubSpot Sales Hub is an <a href=\"https:\/\/clickup.com\/blog\/ai-tools-for-crm\/\">AI-powered CRM tool<\/a> that helps sales teams focus on timing, context, and relevance to close deals. It combines prospecting, engagement, and pipeline management in one platform.&nbsp;<\/p>\n\n\n\n<p>What distinguishes Sales Hub is its deep integration with the broader HubSpot CRM ecosystem, making it especially effective for sales leaders who want full-funnel visibility. Smart notifications and real-time activity tracking also help reps engage prospects at precisely the right moment.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"59-hubspot-sales-hub-best-features\">HubSpot Sales Hub best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Target better leads using the <strong>Breeze Prospecting Agent<\/strong> that allows AI-powered lead scoring and sales research<\/li>\n\n\n\n<li>Create personalized outreach flows with <strong>Sequences<\/strong> and launch dynamic, multi-step email and task workflows<\/li>\n\n\n\n<li>Accelerate pipeline velocity with <strong>AI Guided Selling<\/strong>, letting reps act on smart task queues, daily deal summaries, and prioritized to-do lists&nbsp;<\/li>\n\n\n\n<li>Prep and follow up on meetings instantly with a smart scheduler to auto-log meeting outcomes, generate follow-ups, and keep your calendar full<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"60-hubspot-sales-hub-limitations\">HubSpot Sales Hub limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Email sequences lack the nuanced branching logic or conditional workflows seen in more advanced tools<\/li>\n\n\n\n<li>Forecasting is basic and less adaptable for large, multi-product sales orgs<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"61-hubspot-sales-hub-pricing\">HubSpot Sales Hub pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Free<\/strong><\/li>\n\n\n\n<li><strong>Starter:<\/strong> $20\/month per user<\/li>\n\n\n\n<li><strong>Professional:<\/strong> $100\/month per user<\/li>\n\n\n\n<li><strong>Enterprise:<\/strong> $150\/month per user<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"62-hubspot-sales-hub-ratings-and-reviews\">HubSpot Sales Hub ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.4\/5 (12,300+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>4.5\/5 (400+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"63-what-are-real-life-users-saying-about-hubspot-sales-hub\">What are real-life users saying about HubSpot Sales Hub?<\/h4>\n\n\n\n<p>Here\u2019s a <a href=\"https:\/\/www.g2.com\/products\/hubspot-sales-hub\/reviews\/hubspot-sales-hub-review-11048966\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">first-hand perspective<\/a> from a G2 review:<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>The automations, the organization, the communication, the functionality, the marketing ability and much more have all been extremely helpful to our organization! [\u2026] We have integration with PandaDoc and they have been working seamlessly together. We are quite happy with the power that HubSpot Sales has. We know options are good and it just takes time to figure out the best fit for the functionality but this is where the sales team at HubSpot have helped.<\/em><\/p><\/blockquote><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"64-11-drift-best-for-ai-chatbots-that-qualify-leads-and-book-meetings-in-real-time\">11. Drift (Best for AI chatbots that qualify leads and book meetings in real time)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1600\" height=\"1041\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXd4Q5o6_bef7wzyN9zTPbxKeo8E1-fpk51wFlfA6PiqFTIAaFjLqljlIc08ayjP3kjMembFODIqiu1pufQ4PLFCpw1xPAdlpRwAyEHCiT7bMtrlJwAeC7Tdy4Zzg6KvFH4Sexxj.jpg\" alt=\"Drift\" class=\"wp-image-530986\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXd4Q5o6_bef7wzyN9zTPbxKeo8E1-fpk51wFlfA6PiqFTIAaFjLqljlIc08ayjP3kjMembFODIqiu1pufQ4PLFCpw1xPAdlpRwAyEHCiT7bMtrlJwAeC7Tdy4Zzg6KvFH4Sexxj.jpg 1600w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXd4Q5o6_bef7wzyN9zTPbxKeo8E1-fpk51wFlfA6PiqFTIAaFjLqljlIc08ayjP3kjMembFODIqiu1pufQ4PLFCpw1xPAdlpRwAyEHCiT7bMtrlJwAeC7Tdy4Zzg6KvFH4Sexxj-300x195.jpg 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXd4Q5o6_bef7wzyN9zTPbxKeo8E1-fpk51wFlfA6PiqFTIAaFjLqljlIc08ayjP3kjMembFODIqiu1pufQ4PLFCpw1xPAdlpRwAyEHCiT7bMtrlJwAeC7Tdy4Zzg6KvFH4Sexxj-1400x911.jpg 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXd4Q5o6_bef7wzyN9zTPbxKeo8E1-fpk51wFlfA6PiqFTIAaFjLqljlIc08ayjP3kjMembFODIqiu1pufQ4PLFCpw1xPAdlpRwAyEHCiT7bMtrlJwAeC7Tdy4Zzg6KvFH4Sexxj-768x500.jpg 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXd4Q5o6_bef7wzyN9zTPbxKeo8E1-fpk51wFlfA6PiqFTIAaFjLqljlIc08ayjP3kjMembFODIqiu1pufQ4PLFCpw1xPAdlpRwAyEHCiT7bMtrlJwAeC7Tdy4Zzg6KvFH4Sexxj-1536x999.jpg 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXd4Q5o6_bef7wzyN9zTPbxKeo8E1-fpk51wFlfA6PiqFTIAaFjLqljlIc08ayjP3kjMembFODIqiu1pufQ4PLFCpw1xPAdlpRwAyEHCiT7bMtrlJwAeC7Tdy4Zzg6KvFH4Sexxj-700x455.jpg 700w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><\/figure><\/div>\n\n\n<p class=\"has-text-align-center\">via <a href=\"https:\/\/www.salesloft.com\/platform\/ai-agents\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Salesloft<\/a><\/p>\n\n\n\n<p>Drift, now part of Salesloft\u2019s platform, helps sales teams handle inbound website traffic by capturing and routing leads in real time. It uses customizable chat playbooks and routing logic to identify buying signals and engage visitors around the clock.&nbsp;<\/p>\n\n\n\n<p>For teams that lean heavily on inbound or account-based strategies, this doubles as an <a href=\"https:\/\/clickup.com\/blog\/ai-email-marketing-tools\/\">AI email marketing tool<\/a> that ensures no intent signal goes cold. The platform is valuable for accelerating speed-to-lead and qualifying prospects before a human representative even steps in.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"65-drift-best-features\">Drift best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Automate inbound lead capture with the <strong>Drift Chat Agent<\/strong>, which handles prospect conversations instantly<\/li>\n\n\n\n<li>Qualify and route leads in real time based on firmographics, behavior, or CRM data, ensuring high-intent visitors go straight to the right seller<\/li>\n\n\n\n<li>Align chat outcomes with pipeline goals using performance analytics tied directly into Salesloft\u2019s <strong>Deals <\/strong>and<strong> Forecast modules<\/strong><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"66-drift-limitations\">Drift limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Its effectiveness drops significantly without high inbound traffic volumes<\/li>\n\n\n\n<li>Seamless rep handoffs in complex routing scenarios can require custom logic or workarounds<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"67-drift-pricing\">Drift pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Custom pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"68-drift-ratings-and-reviews\">Drift ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.5\/5 (4,100+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>4.3\/5 (200+ reviews)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"69-12-humantic-ai-best-for-personality-based-buyer-insights-and-hyper-personalized-sales-engagement\">12. Humantic AI (Best for personality-based buyer insights and hyper-personalized sales engagement)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"485\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXfTPrAU3TE69LXXd6RKjxDpt71Cel4GBUuYw-fwjZBSHLNOvJcx4Auxq6wNigvm3oofWQuiBB17P7ZpJ7_YOkH5us1KQNmmQBCIGSLoun-fNY3FLTA05vN7xQ2YwJyGyoGjc4hfwQ.gif\" alt=\"Humantic AI\" class=\"wp-image-530990\"\/><\/figure><\/div>\n\n\n<p class=\"has-text-align-center\">via <a href=\"https:\/\/humantic.ai\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Humantic AI<\/a><\/p>\n\n\n\n<p>Humantic AI helps sales reps tailor their outreach by using personality insights instead of just company data. It examines factors such as social media activity and communication style to create profiles that reveal how each prospect prefers to be approached.<\/p>\n\n\n\n<p>Using the \u2018Dominance, Influence, Steadiness, and Conscientiousness\u2019 (DISC) personality model, it provides practical tips, such as what messaging to avoid, how to build trust, and how each stakeholder makes decisions. It also integrates <a href=\"https:\/\/clickup.com\/blog\/generative-ai-in-sales\/\">generative AI in sales<\/a>. All of these make it a helpful tool for teams selling into complex orgs with multiple decision-makers, who need to personalize outreach at scale.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"70-humantic-ai-best-features\">Humantic AI best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Plug into Google or Outlook Calendar for attendee insights, including individual participant decision style and communication preference<\/li>\n\n\n\n<li>Use <strong>Buying Committee Maps <\/strong>to visually lay out influence, alignment, and personality match across all decision-makers<\/li>\n\n\n\n<li>Improve <a href=\"https:\/\/clickup.com\/blog\/client-acquisition-strategies\/\">client acquisition strategies<\/a> with omnichannel enrichment that pulls buyer traits into platforms like Outreach or Salesloft<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"71-humantic-ai-limitations\">Humantic AI limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Personality profiles may lag behind recent role changes or newly published content by several weeks<\/li>\n\n\n\n<li>Reliance on publicly available social signals can skew profiles toward more social media\u2013active prospects<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"72-humantic-ai-pricing\">Humantic AI pricing<\/h4>\n\n\n\n<p><strong>Organization<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Startup: <\/strong>$275\/month<\/li>\n\n\n\n<li><strong>Growth: <\/strong>$1050\/month<\/li>\n\n\n\n<li><strong>Enterprise: <\/strong>Custom pricing<\/li>\n<\/ul>\n\n\n\n<p><strong>Individual<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Pro: <\/strong>$40\/month (billed annually)<\/li>\n\n\n\n<li><strong>Expert: <\/strong>$50\/month<\/li>\n\n\n\n<li><strong>Owner: <\/strong>$75\/month<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"73-humantic-ai-ratings-and-reviews\">Humantic AI ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.7\/5 (400+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>Not enough reviews<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"74-what-are-real-life-users-saying-about-humantic-ai\">What are real-life users saying about Humantic AI?<\/h4>\n\n\n\n<p>This is what a <a href=\"https:\/\/www.g2.com\/products\/humantic-ai\/reviews\/humantic-ai-review-11134857\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 reviewer<\/a> had to say about this tool:<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>Humantic AI has been an invaluable tool in my approach to networking and building cohesive project teams. Its ability to analyze and predict personality traits has allowed me to tailor my communication strategies effectively, fostering stronger connections and collaboration. However, I have noticed occasional discrepancies in personality assessments for niche roles, and there are limited customization options to fully adapt the tool to specific business needs.<\/em><br><\/p><\/blockquote><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"75-13-seamless-ai-best-for-real-time-b2b-contact-discovery-and-ai-driven-lead-generation\">13. Seamless AI (Best for real-time B2B contact discovery and AI-driven lead generation)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1600\" height=\"967\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXfiOlS-qmNSvlqmpxFNT__KlWvS4JxCoXJy1rYfL0CAGrFGOVOSKlmnErztgfUBEqndp_Xyao8WBCFPGpk4cKIh0TdQ8NEdZ04Dl2q2LrrOOC11BTMOKcN3FaEtN54xjtH1QQQUPQ.jpg\" alt=\"\" class=\"wp-image-530987\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXfiOlS-qmNSvlqmpxFNT__KlWvS4JxCoXJy1rYfL0CAGrFGOVOSKlmnErztgfUBEqndp_Xyao8WBCFPGpk4cKIh0TdQ8NEdZ04Dl2q2LrrOOC11BTMOKcN3FaEtN54xjtH1QQQUPQ.jpg 1600w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXfiOlS-qmNSvlqmpxFNT__KlWvS4JxCoXJy1rYfL0CAGrFGOVOSKlmnErztgfUBEqndp_Xyao8WBCFPGpk4cKIh0TdQ8NEdZ04Dl2q2LrrOOC11BTMOKcN3FaEtN54xjtH1QQQUPQ-300x181.jpg 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXfiOlS-qmNSvlqmpxFNT__KlWvS4JxCoXJy1rYfL0CAGrFGOVOSKlmnErztgfUBEqndp_Xyao8WBCFPGpk4cKIh0TdQ8NEdZ04Dl2q2LrrOOC11BTMOKcN3FaEtN54xjtH1QQQUPQ-1400x846.jpg 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXfiOlS-qmNSvlqmpxFNT__KlWvS4JxCoXJy1rYfL0CAGrFGOVOSKlmnErztgfUBEqndp_Xyao8WBCFPGpk4cKIh0TdQ8NEdZ04Dl2q2LrrOOC11BTMOKcN3FaEtN54xjtH1QQQUPQ-768x464.jpg 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXfiOlS-qmNSvlqmpxFNT__KlWvS4JxCoXJy1rYfL0CAGrFGOVOSKlmnErztgfUBEqndp_Xyao8WBCFPGpk4cKIh0TdQ8NEdZ04Dl2q2LrrOOC11BTMOKcN3FaEtN54xjtH1QQQUPQ-1536x928.jpg 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXfiOlS-qmNSvlqmpxFNT__KlWvS4JxCoXJy1rYfL0CAGrFGOVOSKlmnErztgfUBEqndp_Xyao8WBCFPGpk4cKIh0TdQ8NEdZ04Dl2q2LrrOOC11BTMOKcN3FaEtN54xjtH1QQQUPQ-700x423.jpg 700w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><\/figure><\/div>\n\n\n<p class=\"has-text-align-center\">via <a href=\"https:\/\/seamless.ai\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Seamless AI<\/a><\/p>\n\n\n\n<p>Designed for sales leaders who are tired of stale lead lists and disconnected workflows, Seamless.AI identifies, validates, and enriches contact and company data in seconds. As a <a href=\"https:\/\/clickup.com\/blog\/b2b-crm-software\/\">B2B CRM software<\/a>, it operates as a search engine layered with AI, pulling from over 1.3 billion business contacts and 121 million company profiles.<\/p>\n\n\n\n<p>It\u2019s good for building precision-targeted prospect lists, reducing time spent on manual research, and automating the initial stages of your funnel with high-conversion data.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"76-seamless-ai-best-features\">Seamless AI best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Activate <strong>Buyer Intent <\/strong>to identify prospects already in market and ready to engage<\/li>\n\n\n\n<li>Leverage data enrichment to turn any partial contact into a full profile with emails, phone numbers, and company info<\/li>\n\n\n\n<li>Use AI research to gather intel on any lead, company background, funding history, or buyer persona insights<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"77-seamless-ai-limitations\">Seamless AI limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Real-time scraping can yield false positives, especially for job changes or email validity<\/li>\n\n\n\n<li>Duplicated data or misfielded contacts may occur during bulk imports to Salesforce or HubSpot<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"78-seamless-ai-pricing\">Seamless AI pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Free<\/li>\n\n\n\n<li>Custom pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"79-seamless-ai-ratings-and-reviews\">Seamless AI ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.4\/5 (5000+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>4.0\/5 (200+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"80-what-are-real-life-users-saying-about-seamless-ai\">What are real-life users saying about Seamless AI?<\/h4>\n\n\n\n<p>One <a href=\"https:\/\/www.g2.com\/products\/seamless-ai\/reviews\/seamless-ai-review-11031991\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 review<\/a> worth noting:<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>I really like how Seamless.AI makes it so easy to find accurate contact info and company details. It\u2019s super quick, and the data is always up-to-date, which saves me a ton of time when I need to track down decision-makers. Plus, the platform\u2019s pretty intuitive, so I can jump in and get things done without a steep learning curve. [\u2026]<\/em><\/p><\/blockquote><\/div>\n\n\n<div style=\"border: 3px solid #0693e3; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-3fead8a6-436a-4b7c-ba43-e168ec5d594f\">\n<p id=\"ub-styled-box-bordered-content-\">\ud83d\udd0d <strong>Did You Know? <\/strong>Cold calling has a low success rate. Only about <a href=\"https:\/\/www.cognism.com\/cold-calling-report-2025#cold-calling-success-rates-in-2025\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">2.3% of cold calls<\/a> actually result in a successful appointment or sale, prompting companies to adopt inbound and relationship-based selling.<\/p>\n\n\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"81-allow-end-to-end-sales-automation-with-clickup\">Allow End-to-End Sales Automation with ClickUp<\/h2>\n\n\n\n<p>Let\u2019s be real: sales automation shouldn\u2019t require a dozen disconnected tools. After exploring some of the best AI agents for sales, one thing\u2019s evident\u2014simplicity, speed, and smart automation win.<\/p>\n\n\n\n<p>With ClickUp, you eliminate <a href=\"https:\/\/clickup.com\/blog\/work-sprawl\/\">Work Sprawl<\/a> and get a single platform where its AI Agents handle routine workflows, such as pipeline updates, lead assignment, and task follow-ups. ClickUp Brain jumps in to summarize deals, auto-generate email responses, and surface insights from your workspace within seconds.&nbsp;<\/p>\n\n\n\n<p><a href=\"https:\/\/app.clickup.com\/signup\">Sign up to ClickUp<\/a> for free today and turn every touchpoint into revenue! \u2705<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Your team\u2019s crushing quota, but at what cost? Hours lost updating CRMs, rewriting the same outreach, prepping for meetings that never convert. The more your pipeline grows, the harder it is to scale without slowing down. That\u2019s where AI agents for sales step in, helping you keep your revenue engine running at full speed.&nbsp; In [&hellip;]<\/p>\n","protected":false},"author":134,"featured_media":472200,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"ub_ctt_via":"","cu_sticky_sidebar_cta_is_visible":true,"cu_sticky_sidebar_cta_title":"Start using ClickUp today","cu_sticky_sidebar_cta_bullet_1":"Manage all your work in one place","cu_sticky_sidebar_cta_bullet_2":"Collaborate with your team","cu_sticky_sidebar_cta_bullet_3":"Use ClickUp for FREE\u2014forever","cu_sticky_sidebar_cta_button_text":"Get Started","cu_sticky_sidebar_cta_button_link":"","_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[223],"tags":[],"class_list":["post-472404","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-software"],"featured_image_src":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/05\/Nursing-Report-Sheet-Template-Featured-Image.png","author_info":{"display_name":"Preethi Anchan","author_link":"https:\/\/clickup.com\/blog\/author\/preethi\/"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>13 Best AI Agents for Sales Teams in 2026 | ClickUp<\/title>\n<meta name=\"description\" content=\"Discover 13 top AI agents for sales to automate lead gen, outreach, and pipeline updates, plus why ClickUp is the all-in-one sales solution.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/clickup.com\/blog\/ai-agents-for-sales\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"13 Best AI Agents for Sales Teams in 2026 | ClickUp\" \/>\n<meta property=\"og:description\" content=\"Discover 13 top AI agents for sales to automate lead gen, outreach, and pipeline updates, plus why ClickUp is the all-in-one sales solution.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/clickup.com\/blog\/ai-agents-for-sales\/\" \/>\n<meta property=\"og:site_name\" content=\"The ClickUp Blog\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/clickupprojectmanagement\" \/>\n<meta property=\"article:published_time\" content=\"2025-12-01T15:03:43+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-12-01T15:03:46+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/05\/Nursing-Report-Sheet-Template-Featured-Image.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1400\" \/>\n\t<meta property=\"og:image:height\" content=\"1050\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Preethi Anchan\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@preethi_anchan3\" \/>\n<meta name=\"twitter:site\" content=\"@clickup\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Preethi Anchan\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"28 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/clickup.com\/blog\/ai-agents-for-sales\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/clickup.com\/blog\/ai-agents-for-sales\/\"},\"author\":{\"name\":\"Preethi Anchan\",\"@id\":\"https:\/\/clickup.com\/blog\/#\/schema\/person\/2400948fef7471ec98b1d43e50c27621\"},\"headline\":\"13 Best AI Agents for Sales Teams in 2026\",\"datePublished\":\"2025-12-01T15:03:43+00:00\",\"dateModified\":\"2025-12-01T15:03:46+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/clickup.com\/blog\/ai-agents-for-sales\/\"},\"wordCount\":5627,\"publisher\":{\"@id\":\"https:\/\/clickup.com\/blog\/#organization\"},\"image\":{\"@id\":\"https:\/\/clickup.com\/blog\/ai-agents-for-sales\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/05\/Nursing-Report-Sheet-Template-Featured-Image.png\",\"articleSection\":[\"Software\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/clickup.com\/blog\/ai-agents-for-sales\/\",\"url\":\"https:\/\/clickup.com\/blog\/ai-agents-for-sales\/\",\"name\":\"13 Best AI Agents for Sales Teams in 2026 | ClickUp\",\"isPartOf\":{\"@id\":\"https:\/\/clickup.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/clickup.com\/blog\/ai-agents-for-sales\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/clickup.com\/blog\/ai-agents-for-sales\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/05\/Nursing-Report-Sheet-Template-Featured-Image.png\",\"datePublished\":\"2025-12-01T15:03:43+00:00\",\"dateModified\":\"2025-12-01T15:03:46+00:00\",\"description\":\"Discover 13 top AI agents for sales to automate lead gen, outreach, and pipeline updates, plus why ClickUp is the all-in-one sales solution.\",\"breadcrumb\":{\"@id\":\"https:\/\/clickup.com\/blog\/ai-agents-for-sales\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/clickup.com\/blog\/ai-agents-for-sales\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/clickup.com\/blog\/ai-agents-for-sales\/#primaryimage\",\"url\":\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/05\/Nursing-Report-Sheet-Template-Featured-Image.png\",\"contentUrl\":\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/05\/Nursing-Report-Sheet-Template-Featured-Image.png\",\"width\":1400,\"height\":1050,\"caption\":\"Here\u2019s a summary table for the \u201cAsana Roadmap Templates\u201d blog, including both Asana and ClickUp alternative templates. This follows your SOP for clarity, consistency, and SEO\/AI best practices. --- ### Roadmap Templates \u2013 Summary Table | Template Name | Download Template | Ideal For | Best Features | Visual Format | | --- | --- | --- | --- | --- | | [Asana Product Roadmap Template](https:\/\/asana.com\/templates\/product-roadmap) | [Download this template](https:\/\/asana.com\/templates\/product-roadmap) | Product managers, cross-functional teams | Feature planning, priority sorting, goal linking, multiple views | Asana List\/Board\/Timeline | | [Asana Program Roadmap Template](https:\/\/asana.com\/templates\/program-roadmap) | [Download this template](https:\/\/asana.com\/templates\/program-roadmap) | Program managers, ops leads, dept heads | Milestones, ownership, real-time status, reporting widgets | Asana List\/Timeline | | [Asana Project Timeline Template](https:\/\/asana.com\/templates\/timeline) | [Download this template](https:\/\/asana.com\/templates\/timeline) | Teams running deadline-sensitive projects | Gantt-style timeline, dependencies, phase grouping, milestones | Asana Timeline\/List | | [Asana Project Schedule Template](https:\/\/asana.com\/templates\/project-schedule) | [Download this template](https:\/\/asana.com\/templates\/project-schedule) | Project managers, recurring workflows | Due dates, owner assignment, timeline\/calendar views | Asana List\/Timeline\/Calendar | | [Asana Strategic Planning Template](https:\/\/asana.com\/templates\/strategic-planning) | [Download this template](https:\/\/asana.com\/templates\/strategic-planning) | Leadership, dept heads, strategists | Mission\/vision, initiative breakdown, goal tracking | Asana List\/Board\/Timeline | | [Asana Product Launch Template](https:\/\/asana.com\/templates\/product-launches) | [Download this template](https:\/\/asana.com\/templates\/product-launches) | Product, marketing, support teams | Pre\/post-launch tasks, dependencies, Kanban\/timeline views | Asana List\/Board\/Timeline | | [ClickUp Simple Roadmap Template](https:\/\/clickup.com\/templates\/simple-roadmap-1737m-78681) | [Get free template](https:\/\/app.clickup.com\/signup?template=1737m-78681) | Teams needing doc-style roadmaps | Goals, phases, milestones, flexible formatting, comments | ClickUp Doc\/List | | [ClickUp Quarterly Roadmap Template](https:\/\/clickup.com\/templates\/quarterly-roadmap-1737m-78688) | [Get free template](https:\/\/app.clickup.com\/signup?template=1737m-78688) | Product, strategy, ops teams | List\/Gantt\/Workload views, custom fields, multi-owner | ClickUp List\/Gantt\/Workload | | [ClickUp Roadmap Whiteboard Template](https:\/\/clickup.com\/templates\/roadmap-whiteboard-kkmvq-6327770) | [Get free template](https:\/\/app.clickup.com\/signup?template=kkmvq-6327770) | Product managers, dev teams, UX designers | Visual planning, sticky notes, color coding, connectors | ClickUp Whiteboard | | [ClickUp Business Roadmap with Timeline Template](https:\/\/clickup.com\/templates\/business-roadmap-t-205392700) | [Get free template](https:\/\/app.clickup.com\/signup?template=t-205392700) | Business leaders, founders, PMs | Timeline\/Gantt\/List views, milestones, dependencies | ClickUp Timeline\/Gantt\/List | | [ClickUp Strategic Roadmap Template](https:\/\/clickup.com\/templates\/strategic-roadmap-t-182171550) | [Get free template](https:\/\/app.clickup.com\/signup?template=t-182171550) | Strategy teams, project leads | Initiative list, progress board, Gantt, custom fields | ClickUp List\/Board\/Gantt | | [ClickUp UX Roadmap Template](https:\/\/clickup.com\/templates\/ux-roadmap-t-200542516) | [Get free template](https:\/\/app.clickup.com\/signup?template=t-200542516) | UX designers, product teams, researchers | Now\/Next\/Future model, whiteboard, objectives, user insights | ClickUp Whiteboard | | [ClickUp Project Roadmap Template](https:\/\/clickup.com\/templates\/project-roadmap-t-102456720) | [Get free template](https:\/\/app.clickup.com\/signup?template=t-102456720) | PMs, marketing, cross-functional teams | Phases, milestones, Gantt\/Calendar\/Workload\/Kanban views | ClickUp List\/Gantt\/Calendar\/Board | | [ClickUp Project Roadmap Whiteboard Template](https:\/\/clickup.com\/templates\/project-roadmap-whiteboard-t-205392761) | [Get free template](https:\/\/app.clickup.com\/signup?template=t-205392761) | Cross-departmental teams | Visual phases, real-time collaboration, task conversion | ClickUp Whiteboard | | [ClickUp Product Roadmap Template](https:\/\/clickup.com\/templates\/product-roadmap-t-134368432) | [Get free template](https:\/\/app.clickup.com\/signup?template=t-134368432) | Product managers, PMs, product owners | Impact\/effort fields, backlog, Gantt, release notes | ClickUp List\/Gantt\/Docs | | [ClickUp SEO Roadmap Template](https:\/\/clickup.com\/templates\/seo-roadmap-t-900200018560) | [Get free template](https:\/\/app.clickup.com\/signup?template=t-900200018560) | Marketers, SEO teams, e-commerce | SEO timeline, task list, dashboards, owner tracking | ClickUp List\/Gantt\/Dashboard | | [ClickUp Visual Roadmap Document Template](https:\/\/clickup.com\/templates\/visual-roadmap-document-kkmvq-5990888) | [Get free template](https:\/\/app.clickup.com\/signup?template=kkmvq-5990888) | PMs, campaign leads, marketing teams | Docs, color-coded milestones, quarterly tracking | ClickUp Doc\/List | | [ClickUp NFT Roadmap Template](https:\/\/clickup.com\/templates\/nft-roadmap-t-200553549) | [Get free template](https:\/\/app.clickup.com\/signup?template=t-200553549) | NFT creators, Web3 teams, marketers | Phased planning, timeline, Gantt, recurring reviews | ClickUp List\/Gantt\/Timeline | | [ClickUp Product Development Roadmap Whiteboard Template](https:\/\/clickup.com\/templates\/product-development-roadmap-whiteboard-t-240089594) | [Get free template](https:\/\/app.clickup.com\/signup?template=t-240089594) | Product managers, dev teams, UX | Whiteboard, drag-and-drop, color\/status indicators | ClickUp Whiteboard\/List | | [ClickUp Technology Roadmap Template](https:\/\/clickup.com\/templates\/technology-roadmap-t-127231100) | [Get free template](https:\/\/app.clickup.com\/signup?template=t-127231100) | IT strategists, tech leads, PMs | Impact-effort matrix, automations, manager views | ClickUp List\/Board\/Gantt | | [ClickUp IT Roadmap Template](https:\/\/clickup.com\/templates\/it-roadmap-t-200555626) | [Get free template](https:\/\/app.clickup.com\/signup?template=t-200555626) | IT depts, PMs, planners | Status labels, color coding, Gantt, workload, schedule | ClickUp List\/Gantt\/Board | | [ClickUp Agile Team Roadmap Template](https:\/\/clickup.com\/templates\/agile-team-roadmap-t-90020002156) | [Get free template](https:\/\/app.clickup.com\/signup?template=t-90020002156) | Scrum masters, Agile PMs, SaaS teams | Product plan, sprint board, impact\/effort fields, docs | ClickUp List\/Board\/Gantt\/Docs | | [ClickUp Kanban View Roadmap Template](https:\/\/clickup.com\/templates\/kanban-view-roadmap-t-200678660) | [Get free template](https:\/\/app.clickup.com\/signup?template=t-200678660) | Product\/marketing teams | Kanban board, backlog, priority board, dependencies | ClickUp Board\/List\/Gantt | --- **Notes:** - \u201cVisual Format\u201d distinguishes between Asana List, Board, Timeline, Calendar, Docs and ClickUp List, Board, Gantt, Timeline, Whiteboard, Docs. - CTAs are consistent and actionable. - \u201cIdeal For\u201d and \u201cBest Features\u201d are concise and tailored for each template. 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This follows your SOP for clarity, consistency, and SEO\/AI best practices. --- ### Roadmap Templates \u2013 Summary Table | Template Name | Download Template | Ideal For | Best Features | Visual Format | | --- | --- | --- | --- | --- | | [Asana Product Roadmap Template](https:\/\/asana.com\/templates\/product-roadmap) | [Download this template](https:\/\/asana.com\/templates\/product-roadmap) | Product managers, cross-functional teams | Feature planning, priority sorting, goal linking, multiple views | Asana List\/Board\/Timeline | | [Asana Program Roadmap Template](https:\/\/asana.com\/templates\/program-roadmap) | [Download this template](https:\/\/asana.com\/templates\/program-roadmap) | Program managers, ops leads, dept heads | Milestones, ownership, real-time status, reporting widgets | Asana List\/Timeline | | [Asana Project Timeline Template](https:\/\/asana.com\/templates\/timeline) | [Download this template](https:\/\/asana.com\/templates\/timeline) | Teams running deadline-sensitive projects | Gantt-style timeline, dependencies, phase grouping, milestones | Asana Timeline\/List | | [Asana Project Schedule Template](https:\/\/asana.com\/templates\/project-schedule) | [Download this template](https:\/\/asana.com\/templates\/project-schedule) | Project managers, recurring workflows | Due dates, owner assignment, timeline\/calendar views | Asana List\/Timeline\/Calendar | | [Asana Strategic Planning Template](https:\/\/asana.com\/templates\/strategic-planning) | [Download this template](https:\/\/asana.com\/templates\/strategic-planning) | Leadership, dept heads, strategists | Mission\/vision, initiative breakdown, goal tracking | Asana List\/Board\/Timeline | | [Asana Product Launch Template](https:\/\/asana.com\/templates\/product-launches) | [Download this template](https:\/\/asana.com\/templates\/product-launches) | Product, marketing, support teams | Pre\/post-launch tasks, dependencies, Kanban\/timeline views | Asana List\/Board\/Timeline | | [ClickUp Simple Roadmap Template](https:\/\/clickup.com\/templates\/simple-roadmap-1737m-78681) | [Get free template](https:\/\/app.clickup.com\/signup?template=1737m-78681) | Teams needing doc-style roadmaps | Goals, phases, milestones, flexible formatting, comments | ClickUp Doc\/List | | [ClickUp Quarterly Roadmap Template](https:\/\/clickup.com\/templates\/quarterly-roadmap-1737m-78688) | [Get free template](https:\/\/app.clickup.com\/signup?template=1737m-78688) | Product, strategy, ops teams | List\/Gantt\/Workload views, custom fields, multi-owner | ClickUp List\/Gantt\/Workload | | [ClickUp Roadmap Whiteboard Template](https:\/\/clickup.com\/templates\/roadmap-whiteboard-kkmvq-6327770) | [Get free template](https:\/\/app.clickup.com\/signup?template=kkmvq-6327770) | Product managers, dev teams, UX designers | Visual planning, sticky notes, color coding, connectors | ClickUp Whiteboard | | [ClickUp Business Roadmap with Timeline Template](https:\/\/clickup.com\/templates\/business-roadmap-t-205392700) | [Get free template](https:\/\/app.clickup.com\/signup?template=t-205392700) | Business leaders, founders, PMs | Timeline\/Gantt\/List views, milestones, dependencies | ClickUp Timeline\/Gantt\/List | | [ClickUp Strategic Roadmap Template](https:\/\/clickup.com\/templates\/strategic-roadmap-t-182171550) | [Get free template](https:\/\/app.clickup.com\/signup?template=t-182171550) | Strategy teams, project leads | Initiative list, progress board, Gantt, custom fields | ClickUp List\/Board\/Gantt | | [ClickUp UX Roadmap Template](https:\/\/clickup.com\/templates\/ux-roadmap-t-200542516) | [Get free template](https:\/\/app.clickup.com\/signup?template=t-200542516) | UX designers, product teams, researchers | Now\/Next\/Future model, whiteboard, objectives, user insights | ClickUp Whiteboard | | [ClickUp Project Roadmap Template](https:\/\/clickup.com\/templates\/project-roadmap-t-102456720) | [Get free template](https:\/\/app.clickup.com\/signup?template=t-102456720) | PMs, marketing, cross-functional teams | Phases, milestones, Gantt\/Calendar\/Workload\/Kanban views | ClickUp List\/Gantt\/Calendar\/Board | | [ClickUp Project Roadmap Whiteboard Template](https:\/\/clickup.com\/templates\/project-roadmap-whiteboard-t-205392761) | [Get free template](https:\/\/app.clickup.com\/signup?template=t-205392761) | Cross-departmental teams | Visual phases, real-time collaboration, task conversion | ClickUp Whiteboard | | [ClickUp Product Roadmap Template](https:\/\/clickup.com\/templates\/product-roadmap-t-134368432) | [Get free template](https:\/\/app.clickup.com\/signup?template=t-134368432) | Product managers, PMs, product owners | Impact\/effort fields, backlog, Gantt, release notes | ClickUp List\/Gantt\/Docs | | [ClickUp SEO Roadmap Template](https:\/\/clickup.com\/templates\/seo-roadmap-t-900200018560) | [Get free template](https:\/\/app.clickup.com\/signup?template=t-900200018560) | Marketers, SEO teams, e-commerce | SEO timeline, task list, dashboards, owner tracking | ClickUp List\/Gantt\/Dashboard | | [ClickUp Visual Roadmap Document Template](https:\/\/clickup.com\/templates\/visual-roadmap-document-kkmvq-5990888) | [Get free template](https:\/\/app.clickup.com\/signup?template=kkmvq-5990888) | PMs, campaign leads, marketing teams | Docs, color-coded milestones, quarterly tracking | ClickUp Doc\/List | | [ClickUp NFT Roadmap Template](https:\/\/clickup.com\/templates\/nft-roadmap-t-200553549) | [Get free template](https:\/\/app.clickup.com\/signup?template=t-200553549) | NFT creators, Web3 teams, marketers | Phased planning, timeline, Gantt, recurring reviews | ClickUp List\/Gantt\/Timeline | | [ClickUp Product Development Roadmap Whiteboard Template](https:\/\/clickup.com\/templates\/product-development-roadmap-whiteboard-t-240089594) | [Get free template](https:\/\/app.clickup.com\/signup?template=t-240089594) | Product managers, dev teams, UX | Whiteboard, drag-and-drop, color\/status indicators | ClickUp Whiteboard\/List | | [ClickUp Technology Roadmap Template](https:\/\/clickup.com\/templates\/technology-roadmap-t-127231100) | [Get free template](https:\/\/app.clickup.com\/signup?template=t-127231100) | IT strategists, tech leads, PMs | Impact-effort matrix, automations, manager views | ClickUp List\/Board\/Gantt | | [ClickUp IT Roadmap Template](https:\/\/clickup.com\/templates\/it-roadmap-t-200555626) | [Get free template](https:\/\/app.clickup.com\/signup?template=t-200555626) | IT depts, PMs, planners | Status labels, color coding, Gantt, workload, schedule | ClickUp List\/Gantt\/Board | | [ClickUp Agile Team Roadmap Template](https:\/\/clickup.com\/templates\/agile-team-roadmap-t-90020002156) | [Get free template](https:\/\/app.clickup.com\/signup?template=t-90020002156) | Scrum masters, Agile PMs, SaaS teams | Product plan, sprint board, impact\/effort fields, docs | ClickUp List\/Board\/Gantt\/Docs | | [ClickUp Kanban View Roadmap Template](https:\/\/clickup.com\/templates\/kanban-view-roadmap-t-200678660) | [Get free template](https:\/\/app.clickup.com\/signup?template=t-200678660) | Product\/marketing teams | Kanban board, backlog, priority board, dependencies | ClickUp Board\/List\/Gantt | --- **Notes:** - \u201cVisual Format\u201d distinguishes between Asana List, Board, Timeline, Calendar, Docs and ClickUp List, Board, Gantt, Timeline, Whiteboard, Docs. - CTAs are consistent and actionable. - \u201cIdeal For\u201d and \u201cBest Features\u201d are concise and tailored for each template. 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This follows your SOP for clarity, consistency, and SEO\/AI best practices. --- ### Roadmap Templates \u2013 Summary Table | Template Name | Download Template | Ideal For | Best Features | Visual Format | | --- | --- | --- | --- | --- | | [Asana Product Roadmap Template](https:\/\/asana.com\/templates\/product-roadmap) | [Download this template](https:\/\/asana.com\/templates\/product-roadmap) | Product managers, cross-functional teams | Feature planning, priority sorting, goal linking, multiple views | Asana List\/Board\/Timeline | | [Asana Program Roadmap Template](https:\/\/asana.com\/templates\/program-roadmap) | [Download this template](https:\/\/asana.com\/templates\/program-roadmap) | Program managers, ops leads, dept heads | Milestones, ownership, real-time status, reporting widgets | Asana List\/Timeline | | [Asana Project Timeline Template](https:\/\/asana.com\/templates\/timeline) | [Download this template](https:\/\/asana.com\/templates\/timeline) | Teams running deadline-sensitive projects | Gantt-style timeline, dependencies, phase grouping, milestones | Asana Timeline\/List | | [Asana Project Schedule Template](https:\/\/asana.com\/templates\/project-schedule) | [Download this template](https:\/\/asana.com\/templates\/project-schedule) | Project managers, recurring workflows | Due dates, owner assignment, timeline\/calendar views | Asana List\/Timeline\/Calendar | | [Asana Strategic Planning Template](https:\/\/asana.com\/templates\/strategic-planning) | [Download this template](https:\/\/asana.com\/templates\/strategic-planning) | Leadership, dept heads, strategists | Mission\/vision, initiative breakdown, goal tracking | Asana List\/Board\/Timeline | | [Asana Product Launch Template](https:\/\/asana.com\/templates\/product-launches) | [Download this template](https:\/\/asana.com\/templates\/product-launches) | Product, marketing, support teams | Pre\/post-launch tasks, dependencies, Kanban\/timeline views | Asana List\/Board\/Timeline | | [ClickUp Simple Roadmap Template](https:\/\/clickup.com\/templates\/simple-roadmap-1737m-78681) | [Get free template](https:\/\/app.clickup.com\/signup?template=1737m-78681) | Teams needing doc-style roadmaps | Goals, phases, milestones, flexible formatting, comments | ClickUp Doc\/List | | [ClickUp Quarterly Roadmap Template](https:\/\/clickup.com\/templates\/quarterly-roadmap-1737m-78688) | [Get free template](https:\/\/app.clickup.com\/signup?template=1737m-78688) | Product, strategy, ops teams | List\/Gantt\/Workload views, custom fields, multi-owner | ClickUp List\/Gantt\/Workload | | [ClickUp Roadmap Whiteboard Template](https:\/\/clickup.com\/templates\/roadmap-whiteboard-kkmvq-6327770) | [Get free template](https:\/\/app.clickup.com\/signup?template=kkmvq-6327770) | Product managers, dev teams, UX designers | Visual planning, sticky notes, color coding, connectors | ClickUp Whiteboard | | [ClickUp Business Roadmap with Timeline Template](https:\/\/clickup.com\/templates\/business-roadmap-t-205392700) | [Get free template](https:\/\/app.clickup.com\/signup?template=t-205392700) | Business leaders, founders, PMs | Timeline\/Gantt\/List views, milestones, dependencies | ClickUp Timeline\/Gantt\/List | | [ClickUp Strategic Roadmap Template](https:\/\/clickup.com\/templates\/strategic-roadmap-t-182171550) | [Get free template](https:\/\/app.clickup.com\/signup?template=t-182171550) | Strategy teams, project leads | Initiative list, progress board, Gantt, custom fields | ClickUp List\/Board\/Gantt | | [ClickUp UX Roadmap Template](https:\/\/clickup.com\/templates\/ux-roadmap-t-200542516) | [Get free template](https:\/\/app.clickup.com\/signup?template=t-200542516) | UX designers, product teams, researchers | Now\/Next\/Future model, whiteboard, objectives, user insights | ClickUp Whiteboard | | [ClickUp Project Roadmap Template](https:\/\/clickup.com\/templates\/project-roadmap-t-102456720) | [Get free template](https:\/\/app.clickup.com\/signup?template=t-102456720) | PMs, marketing, cross-functional teams | Phases, milestones, Gantt\/Calendar\/Workload\/Kanban views | ClickUp List\/Gantt\/Calendar\/Board | | [ClickUp Project Roadmap Whiteboard Template](https:\/\/clickup.com\/templates\/project-roadmap-whiteboard-t-205392761) | [Get free template](https:\/\/app.clickup.com\/signup?template=t-205392761) | Cross-departmental teams | Visual phases, real-time collaboration, task conversion | ClickUp Whiteboard | | [ClickUp Product Roadmap Template](https:\/\/clickup.com\/templates\/product-roadmap-t-134368432) | [Get free template](https:\/\/app.clickup.com\/signup?template=t-134368432) | Product managers, PMs, product owners | Impact\/effort fields, backlog, Gantt, release notes | ClickUp List\/Gantt\/Docs | | [ClickUp SEO Roadmap Template](https:\/\/clickup.com\/templates\/seo-roadmap-t-900200018560) | [Get free template](https:\/\/app.clickup.com\/signup?template=t-900200018560) | Marketers, SEO teams, e-commerce | SEO timeline, task list, dashboards, owner tracking | ClickUp List\/Gantt\/Dashboard | | [ClickUp Visual Roadmap Document Template](https:\/\/clickup.com\/templates\/visual-roadmap-document-kkmvq-5990888) | [Get free template](https:\/\/app.clickup.com\/signup?template=kkmvq-5990888) | PMs, campaign leads, marketing teams | Docs, color-coded milestones, quarterly tracking | ClickUp Doc\/List | | [ClickUp NFT Roadmap Template](https:\/\/clickup.com\/templates\/nft-roadmap-t-200553549) | [Get free template](https:\/\/app.clickup.com\/signup?template=t-200553549) | NFT creators, Web3 teams, marketers | Phased planning, timeline, Gantt, recurring reviews | ClickUp List\/Gantt\/Timeline | | [ClickUp Product Development Roadmap Whiteboard Template](https:\/\/clickup.com\/templates\/product-development-roadmap-whiteboard-t-240089594) | [Get free template](https:\/\/app.clickup.com\/signup?template=t-240089594) | Product managers, dev teams, UX | Whiteboard, drag-and-drop, color\/status indicators | ClickUp Whiteboard\/List | | [ClickUp Technology Roadmap Template](https:\/\/clickup.com\/templates\/technology-roadmap-t-127231100) | [Get free template](https:\/\/app.clickup.com\/signup?template=t-127231100) | IT strategists, tech leads, PMs | Impact-effort matrix, automations, manager views | ClickUp List\/Board\/Gantt | | [ClickUp IT Roadmap Template](https:\/\/clickup.com\/templates\/it-roadmap-t-200555626) | [Get free template](https:\/\/app.clickup.com\/signup?template=t-200555626) | IT depts, PMs, planners | Status labels, color coding, Gantt, workload, schedule | ClickUp List\/Gantt\/Board | | [ClickUp Agile Team Roadmap Template](https:\/\/clickup.com\/templates\/agile-team-roadmap-t-90020002156) | [Get free template](https:\/\/app.clickup.com\/signup?template=t-90020002156) | Scrum masters, Agile PMs, SaaS teams | Product plan, sprint board, impact\/effort fields, docs | ClickUp List\/Board\/Gantt\/Docs | | [ClickUp Kanban View Roadmap Template](https:\/\/clickup.com\/templates\/kanban-view-roadmap-t-200678660) | [Get free template](https:\/\/app.clickup.com\/signup?template=t-200678660) | Product\/marketing teams | Kanban board, backlog, priority board, dependencies | ClickUp Board\/List\/Gantt | --- **Notes:** - \u201cVisual Format\u201d distinguishes between Asana List, Board, Timeline, Calendar, Docs and ClickUp List, Board, Gantt, Timeline, Whiteboard, Docs. - CTAs are consistent and actionable. - \u201cIdeal For\u201d and \u201cBest Features\u201d are concise and tailored for each template. Let me know if you need this in a different format or want further customization!","mime_type":"image\/png","is_webm":false},"_links":{"self":[{"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/posts\/472404","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/users\/134"}],"replies":[{"embeddable":true,"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/comments?post=472404"}],"version-history":[{"count":48,"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/posts\/472404\/revisions"}],"predecessor-version":[{"id":561371,"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/posts\/472404\/revisions\/561371"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/media\/472200"}],"wp:attachment":[{"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/media?parent=472404"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/categories?post=472404"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/tags?post=472404"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}