Sales AI assistants

Sales AI assistants are copilots that sit in the CRM, inbox, or call to draft follow-ups, update records, and suggest next steps. The question to answer is whether the assistant works where reps already spend their day and cuts admin rather than adding alerts. If you need help with terminology, check our sales ops glossary.

Tools compared

$19/seat/mo (annual), $29 monthly

Lowest published price · Avoma

By Rajat GuptaReviewed September 2026How we research software

Side-by-side comparison

Click any tool name for the full write-up. For deeper analysis, read our buyer guides and research articles.

Sales AI Assistants: published price, best fit and main tradeoff for every tool on this page
Tool	Published price	Best for	Main tradeoff
Salesforce Sales AI	From $125 per user per month on Core or Advanced	Salesforce-first teams with clean opportunity data	Data quality is where deployments stall.
ZoomInfo Copilot	Quote only	Existing ZoomInfo teams working account lists	AI recommendations are only as good as the signals behind them and how reps act on them.
Otter.ai	Not stated	Meeting-summary-driven teams	Not stated
Dialpad Sell	Quote only	Phone-heavy teams replacing telephony and call intelligence together	Support is the pain point.
Aviso	Quote only	Sales orgs running a formal weekly forecast call	Stability is the concern.
Regie.ai	Free, then $41/mo on Pro	Enterprise SDR teams keeping reps in the loop	AI-generated outreach needs guardrails.
HubSpot Breeze	Quote only	HubSpot-native teams with clean CRM records	AI output is only as good as the CRM data behind it.
Microsoft Copilot for Sales	$30/user/mo on Microsoft 365 Copilot, paid yearly	Microsoft-native sellers on Dynamics 365 Sales or Salesforce	Output quality depends on your CRM data and your permissions setup.
Clari Copilot	Quote only	Teams running Clari for forecasting and pipeline inspection	One reviewer describes transcripts as capturing details almost accurately, which is a fair warning to test accuracy on your own calls, especially with product names and accents.
aiOla	Quote only	Field sales teams in consumer goods, retail and pharma	It is Salesforce only, so HubSpot or Dynamics teams should look elsewhere.
Winn.ai	Quote only	Teams fighting CRM hygiene with a defined qualification framework	Automated CRM writes need guardrails.
Attention	Quote only	Teams whose pain is empty CRM fields after calls	Automated CRM updates can write bad data as fast as good data.
Avoma	$19/seat/mo (annual), $29 monthly	Sales and CS teams wanting notes plus light coaching	Check depth where you need it.
Revenue.io	Quote only	Inside sales and SDR teams with high call volume	If most of your selling has moved to video meetings, much of the phone-focused workflow will go unused.
Spekit AI Sidekick	Quote only	Enablement-led sales orgs working in Chrome	Sidekick is only as current as your library.
ASPR AI	Quote only	Early adopters with a ramp or coaching-capacity constraint	Evidence is thin.

Showing 16 of 16 tools

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What is Sales AI Assistants

AI copilots for rep workflow, follow-ups, call summaries, CRM updates, forecasting support, and next-step recommendations. Browse our full software directory to explore tools across all sales ops categories.

Curated list of best sales AI assistants tools

Full write-ups for each tool. Pricing, fit, strengths and limitations. Need a side-by-side breakdown? See our head-to-head software comparisons.

Salesforce Sales AIFrom $550/user/mo View profile

The main advantage is placement. The AI works inside the Salesforce screens reps already use, on data already in your org, so there is no extra tool to adopt and no separate data pipeline to secure.

Best for: It fits Salesforce-first enterprises with reasonably clean opportunity and account data, an admin team that can configure it, and documented sales processes the AI can follow. One Reddit commenter ar…
Main tradeoff: Data quality is where deployments stall. One review analysis published by a competing vendor attributes failed Agentforce rollouts to data quality requirements and the limits of a chat-based interfac…
Buying motion: Which Sales AI capabilities are included in our current edition, and which require an add-on?
Pricing context: Salesforce sells its sales AI, now branded Agentforce for Sales, two ways. It is an add-on from $125 per user per month for Sales Cloud Core and Advanced, or it comes bundled in the Max edition at $5…

Read the full Salesforce Sales AI review

ZoomInfo CopilotCustom quote View profile

Copilot starts from a large base of account, contact, and signal data. For teams already paying for ZoomInfo, it aims to make that data act on its own by surfacing accounts and contacts that deserve attention, rather than waiting for reps to run searches.

Best for: ZoomInfo Copilot fits prospecting teams that already use ZoomInfo as their main data source, work defined account lists, and want signal-based prioritization built into daily workflow.
Main tradeoff: AI recommendations are only as good as the signals behind them and how reps act on them. Pilot with one team, track which recommended accounts turn into meetings, and compare with a control group bef…
Buying motion: What does Copilot cost as an add-on to our current contract, and how does it affect renewal?
Pricing context: ZoomInfo does not publish Copilot pricing. ZoomInfo now sells the Copilot experience as GTM Workspace, per its G2 listing, and prices it inside its wider subscription based on seats and the data and…

Read the full ZoomInfo Copilot review

Otter.aiFree plan; from $8.33/user/mo

Also appears in Gartner's Sales AI Assistants market with strong note and summary utility.

Best for: Meeting-summary-driven teams

Dialpad SellCustom quote View profile

Gartner Peer Insights reviewers describe Dialpad as easy to use and reliable, with clear call quality. Trustpilot users single out the AI summary feature, and one reviewer said Dialpad Sell helped them track sales and remember conversations.

Best for: Dialpad Sell fits calling-centric sales teams where reps spend much of the day on calls and managers want transcripts and coaching data from those calls without adding another vendor.
Main tradeoff: Support is the pain point. The same r/sysadmin thread mentions dismissive account reps, poor support, and weak documentation, and some Trustpilot reviews complain about phone and SMS service. Check s…
Buying motion: What is the renewal price cap, and how have prices changed for existing customers?
Pricing context: Dialpad does not show a price for Dialpad Sell. Its pricing page lists the product but gives no figures for it, and the AI Sales page routes buyers to Talk to Sales, a demo or a trial. Expect the num…

Read the full Dialpad Sell review

AvisoCustom quote View profile

Forecast accuracy is the most cited strength. SoftwareReviews reviewers recommend Aviso for accurate, data-driven revenue forecasting, and a G2 reviewer said it gives a clear view of forecast, pipeline, and priority activities that saves time.

Best for: Aviso fits sales organizations where leadership runs a formal forecast process and wants AI predictions to challenge rep-submitted numbers.
Main tradeoff: Stability is the concern. One Capterra reviewer reported bugs that forced excessive manual effort, and a Software Advice reviewer said training is needed to use it fully. Test with your real data and…
Buying motion: How did your predictions perform against our last four quarters of results?
Pricing context: Aviso does not publish prices; buyers get a quote based on users and modules.

Read the full Aviso review

Regie.aiFree plan; from $41/mo View profile

Regie.ai keeps reps involved while AI handles more of the writing and sequencing work. For enterprise teams that worry about brand risk from fully autonomous outreach, that balance is the appeal.

Best for: Regie.ai fits enterprise outbound teams with existing SDRs who want AI to increase output and consistency, without handing prospecting entirely to an autonomous agent.
Main tradeoff: AI-generated outreach needs guardrails. Check how messaging is reviewed, how deliverability is protected, and who approves new sequences before they send.
Buying motion: Is pricing per seat or per volume, and what happens if our team size changes?
Pricing context: Regie.ai now publishes self-serve pricing for RegieGO, its outbound product. Free gives each person 250 one-time credits (up to 10 people in one pool). Pro is $41 a month billed annually or $49 month…

Read the full Regie.ai review

How to evaluate sales AI assistants

Sales AI assistants only earn their place when they remove rep admin work and improve execution quality at the same time. Buyers should compare where the assistant lives in the workflow, how reliable the outputs are, and whether the rep or manager actually changes behavior because of it. Our buyer guide for sales AI assistants covers this in more detail.

Separate meeting-note products from broader workflow assistants that change what happens after the call.

Compare summary quality, CRM reliability, prompt usefulness, and in-flow usability before rewarding AI branding.

Choose the product that fits the team's daily motion, not the one with the broadest AI claim set.

If you are unfamiliar with any of the terminology above, our sales ops glossary covers the definitions and benchmarks sales leaders reference most often. You can also explore our sales operations resources for additional frameworks and guides.

Sales AI Assistants buyer guides

Buyer guide

Best sales AI assistants

Read the guide

Sales AI Assistants comparisons

Comparison

Otter.ai vs Avoma

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Comparison

ZoomInfo Copilot vs 6sense Revenue AI

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Frequently asked questions

What is a sales AI assistant?

A sales AI assistant is a copilot built into the tools reps already use, such as the CRM, inbox, calendar, or dialer. It drafts follow-up emails, summarizes calls and accounts, updates CRM fields, and suggests next steps. Examples include Salesforce Sales AI, HubSpot Breeze, Microsoft Copilot for Sales, ZoomInfo Copilot, and Clari Copilot. Gartner tracks this market under the name Sales AI Assistants.

What is the best AI sales assistant software?

The best choice usually matches your CRM and daily tools. Salesforce Sales AI fits Salesforce-first teams, HubSpot Breeze fits HubSpot users, and Microsoft Copilot for Sales fits teams working in Outlook, Teams, and Dynamics. ZoomInfo Copilot suits prospecting teams that rely on buying signals. For meeting notes and CRM updates across any CRM, Avoma, Winn.ai, and Attention are common picks.

How much do sales AI assistants cost?

Many are bundled into existing licenses or sold by quote. As of September 2026, HubSpot Breeze Assistant is included with paid HubSpot seats, with monthly credit allowances and extra credits at $0.01 each. Otter.ai has a free plan and paid plans from $8.33/user/mo annually, and Avoma starts at $19/seat/mo annually. Salesforce Sales AI, ZoomInfo Copilot, and Clari Copilot are quote-only.

What's the difference between a sales AI assistant and an AI SDR?

A sales AI assistant helps a human rep work faster by summarizing calls, drafting emails, and updating the CRM, while the rep stays in control. An AI SDR agent tries to perform prospecting and outreach on its own, such as sending sequences and booking meetings. Assistants are lower risk and easier to roll out. AI SDRs promise more capacity but need closer oversight of messaging and deliverability.

Can AI assistants update the CRM accurately?

They handle routine updates well, such as logging activities, next steps, and meeting notes, but accuracy varies by tool and by field. Pilot the assistant on real calls and compare its updates with what the rep would have entered, especially for stage, amount, and close date. Many teams let the assistant suggest changes and require rep confirmation before anything syncs to the CRM.

Should you use your CRM's built-in AI or a separate assistant?

Start with the CRM's built-in AI if you already pay for it, since it has direct access to your records and permissions. HubSpot Breeze Assistant, for example, is included with paid HubSpot seats as of September 2026. A separate tool makes sense when reps work across several systems, when calls are the main data source, or when the native assistant's output falls short in a pilot.