Best AI Tools for Sales
AI and sales are a match made in heaven, with different tools helping the salespeople close more deals and be more efficient overall.
For instance, there are tools that can automate the data input in your CRM software. Also, you can use different AI tools to prepare sales presentations and generate pitches quickly.
Then, while in an online meeting, you can use an AI app to automatically catch notes, action items, and finally get a summary of the conversation. Later on, you can “play” with elements of that sales call by assigning that contact to a different person or using some of the things said during the call in your other processes.
To sum it up, AI has a lot to add to the sales process, and here are some of the tools you can already use:
Dialpad
👍 Pros
👎 Cons
- Brings AI to many parts of the organization
- Increasing sales alone is worth the price of Dialpad
- Can do wonders for customer support
- There are better options out there for meetings alone
More than a tool for enhancing meetings, Dialpad is made to streamline communication with customers on every channel with its AI-powered customer intelligence platform. As such, the service wants to “completely change how you work” by providing your team and customer conversations with real-time transcription, sentiment analysis, live coaching, predictive CSAT, and more.
Dialpad consists of several parts, including AI Contact Center, which is described as the “world’s most advanced customer engagement platform”; AI Sales Center for outbound sales with live coaching at every step; AI voice – the “world’s smartest business phone system”; and AI Meetings.
All of these are meant to work together to ultimately bring your company’s productivity to the next level, and then some. Or you can buy these solutions separately, whatever fits your needs.
What’s more, the company’s DialpadGPT technology brings along several AI features to the mix — including instant call summaries and in-the-moment coaching for sellers and support agents. That tech, according to Dialpad, was built for business from the ground up and works for every role, industry, and segment. Plus, it can be customized to understand unique business use cases and industry-specific jargon.
Dialpad says, and its pricing confirms this, that its solution is made for small and big businesses alike. Among its customers are such names as LA Chargers, Sacramento Kings, Asana, Randstad, WeWork, TED, Uber, Remax, and Ooredoo, among others.
Attention by Benwick
👍 Pros
👎 Cons
- Never worry about filling up Salesforce again
- Real-time actionable intelligence to sales reps while they're on the call
- Attention has already helped 100+ sales teams
- There is no free plan nor free trial
Attention is an AI-powered tool that lets you “fill your CRM with AI” to boost sales. It works as a real-time, fully integrated voice assistant for sales that helps you win deals with real-time guidance while filling your CRM with one click.
The tool includes features like sales pipeline visibility, forecasting, and easy onboarding. Attention can also track progress for new hires and draft compelling follow-up emails for custom communications.
It integrates with the most popular apps for sales folks, such as Zoom, Salesforce, Google Meet, Gmail, Outlook, Hubspot, Zapier, and Slack.
According to Attention’s own numbers, it can help generate $250k in extra ARR per rep while increasing ramp time by 83% and delivering annual savings worth $90k for a team of 10 reps.
ClickUp Brain
👍 Pros
👎 Cons
- Project management on steroids and then some
- What used to take 30 minutes now takes 30 seconds
- Works for different kinds of roles in your company
- You have to pay more to use ClickUp AI
ClickUp Brain is an AI layer built into the ClickUp platform that connects tasks, docs, and apps for contextual automation and insights. It handles everything from meeting summaries to task prioritization, using models such as GPT-5, Claude, and Sonnet. Users access it across desktop, browser, and mobile for seamless workflow integration.
Key features include AI Agents for custom automation, such as Autonomous Answers that deliver instant updates from project data. The AI Project Manager tracks progress autonomously, assigning tasks based on expertise and availability via Intelligent Task Assigning. This reduces manual oversight in teams handling multiple workflows.
For meetings, the AI Notetaker captures discussions, generates action items as tasks, and builds agendas with the Smart Agenda Builder. It integrates with Zoom and Google Meet, turning recordings into searchable clips. Enterprise users report faster follow-ups, though accuracy dips in noisy environments.
The Enterprise AI Search draws from connected sources, such as Salesforce and GitHub, to provide org-wide answers. Every Premium LLM in One Brain lets users switch models for optimal results. Compared to monday.com AI, it offers deeper context without extra apps, but requires solid data organization.
AI Creator tools generate on-brand images and docs without prompts. The AI Image Generator creates visuals from text, while the AI Task Builder details subtasks from chats. Privacy features include GDPR and HIPAA compliance, with no third-party data training. General pricing adds to ClickUp tiers, making it more economical than separate tools like Notion AI.
Teams using it note a 3x faster task completion and 1.1 days saved weekly, according to 2025 studies. Start by connecting core apps and testing one feature, like stand-ups, to build familiarity before scaling.
Sapling
👍 Pros
👎 Cons
- Makes sure your customer support responds quickly
- It also helps them serve more customers
- Creates a knowledge base for other employees
- On-boarding with integration could take some time (but I guess that's given)
Sapling is a language model copilot for customer-facing teams, enabling them to respond twice as fast.
The tool sits on top of CRMs and messaging platforms to provide real-time suggestions — helping sales, support, and success teams more efficiently compose personalized responses. It also generates conversational insights to help coach and prepare teams.
Sapling consists of multiple modules/parts, such as Sapling Suggest, which is used for chat and helpdesk tickets to allow agents to respond more quickly to customer inquiries by simply clicking on suggested responses.
Also, there is Autocomplete Everywhere, which provides smart suggestions across all messaging platforms, enabling agents to compose replies more quickly. Plus, there are Sapling’s snippet macros that allow for quick insertion of common responses.
And that’s just a start, with the complete package offering even more features that make every customer service department much more productive. If you’re looking for such a solution, Sapling may be just the thing you need…
Otter.ai
👍 Pros
👎 Cons
- Saves a ton of time on transcribing recorded files and live meetings
- Works in the web browser and on mobile devices
- Transcription editing and team collaboration tools are handy
- Only for English speakers
Otter.ai is designed to simplify your life by transcribing or taking notes from voice conversations. As such, it is perfect for meetings, interviews, or even when you’re driving. With Otter, you can easily convert these voice conversations into searchable notes with the ability to add photos within your transcripts.
The tool has many functionalities, and it works both in your web browser and on your mobile phone. For instance, you can share your conversations with others and allow them to edit, comment, or simply view the conversation. You can also review and edit your conversations, which can be handy for catching up on details you might have missed.
Imports and exports are also available with support for various audio and video formats for transcription. Then, once your conversations are transcribed, you can easily export the text and audio and even organize these files in different folders.
Regarding integrations, Otter.ai can sing along with all the “usual suspects” — including Google Calendar & Contacts, Microsoft Calendar & Contacts, Dropbox, and Zoom, among others.
The service is available in a few different plans, and the neat thing is that you can try it for free — and only sign-up for a paid plan, if you determine Otter.ai will work for you.
What can AI tools for sales do for you?
There are quite a few different use cases for AI in the sales process. Here are some of the most often-used cases:
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Tune into your CRM
AI could take in unstructured data, turn it into structured data, and then automatically fill in your CRM software. This feat alone could save you countless hours, with the algorithm doing the hard work of a (junior?) associate.
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Presentations
AI can also help you craft professionally-looking presentations with ease. We have seen tools that can generate entire presentations from a single prompt, and while this may not be the final sales presentation you’d use – it could be a good starting point.
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Generate pitches
Instead of starting from scratch, you can ask AI to create a pitch for your product and/or service. All you have to do is describe it to the AI and let it craft one or multiple sales pitches. As far as the algorithm is concerned, a sales pitch is just another piece of content that it can handle well.
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Connect the dots
This is somewhat related to the filling in of the CRM software, with AI being able to take additional steps – helping you identify potential prospects from your contact list, detecting the stage of every sales prospect automatically, and more.
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Sales meetings on fire
Finally, we should add that AI-powered sales meetings are amazing. AI cannot only transcribe conversations but also produce the summary, highlights, and action points. From that point on, it should be easier to organize the rest of the sales cycle.
As you can see, AI can supercharge your sales – streamlining and automating every step of the way. Already, many organizations have embraced AI for sales; how about you? Have you tried some of the tools listed here?