AI assistants for sales and finance - AI tools

SalesDesk leverages AI to centralize CRM, automate workflows, and deliver actionable sales insights, empowering sales teams to collaborate and close deals efficiently.

• Freemium
• From 70$

Aircover provides real-time AI assistance and conversation intelligence for sales teams during live calls, automating tasks and improving rep performance.

• Contact for Pricing

Zimply provides AI assistants designed to automate repetitive business tasks across departments like finance, sales, HR, and operations. Hire digital colleagues to handle processes such as accounting, order management, and lead generation.

• Paid
• From 2150$

Xaver provides a white-labeled, AI-native omnichannel sales platform for financial institutions, enhancing sales efficiency and delivering personalized customer experiences with enterprise-level security and compliance.

• Contact for Pricing

Kizunna is an AI sales co-pilot designed for revenue teams, automating note-taking during sales calls, providing recaps, coaching insights, and streamlining CRM updates.

• Contact for Pricing

Demodesk is an AI-powered sales meeting platform that summarizes calls, automates CRM management, and delivers personalized sales coaching.

• Freemium
• From 29$

Dealize.AI is an AI-powered sales assistant platform that helps account executives optimize their sales process through scenario planning, revenue forecasting, and intelligent deal management.

• Contact for Pricing

Cluely AI is a real-time AI assistant designed for sales teams, offering a magical teleprompter for conversation guidance, objection handling, and insights during calls.

• Freemium
• From 19$

Sybill enhances sales productivity by providing real-time CRM updating, accurate call summaries, and behavior analysis with seamless integrations.

• Paid
• From 49$
• API

9Lenses is an AI-driven platform that systemizes sales processes, enabling reps to rapidly understand customer needs and deliver personalized solutions for stronger client relationships and accelerated revenue growth.

• Contact for Pricing

Distance provides an AI-powered sales agent, Miles, designed for service businesses to qualify leads, answer inquiries, automate CRM tasks, and book appointments 24/7.

• Contact for Pricing

Nooks is an AI-powered sales assistant platform that automates dialing, prospecting, and coaching tasks to help sales teams increase productivity and conversion rates.

• Contact for Pricing

Tenali AI acts as an AI Sales Engineer, providing instant answers to customer questions during virtual meetings, improving sales efficiency and shortening sales cycles.

• Free Trial

HeySam is an AI-powered sales copilot that enhances sales team performance through call intelligence, RFP assistance, and a versatile AI assistant.

• Contact for Pricing

Bexy is an AI sales assistant designed for e-commerce businesses. It helps to triple sales and handles 97% of support queries using advanced AI.

• Free Trial

Tally provides AI agents that automate repetitive accounting, tax, and audit tasks within existing systems, enhancing efficiency and accuracy for accounting firms.

• Contact for Pricing

Attimo AI is an AI-powered sales assistant that engages leads through intelligent phone, SMS, and email conversations 24/7 to pre-qualify prospects and book appointments.

• Paid
• From 999$

Oliv.ai is an AI-powered sales management platform that automates deal tracking, forecasting, and coaching for sales teams. It uses AI agents to analyze sales interactions and streamline workflows between managers and representatives.

• Freemium
• From 299$

Namely AI is an AI-powered sales assistant that automates sales calls, generates leads, and schedules demos. Reduce costs and increase productivity with this innovative sales solution.

• Free

fuelAI offers AI-powered lead engagement, appointment scheduling, and sales automation with human-like interactions to boost conversions without increasing team workload.

• Contact for Pricing

Fieldnotes.ai is an AI-powered sales assistant platform featuring Annette, an intelligent assistant that automates lead follow-ups with a 96% response rate. It combines digital marketing, CRM, and lead nurturing in one comprehensive solution for real estate professionals.

• Contact for Pricing

Rafiki is an AI-powered sales intelligence platform designed to transform sales data into actionable insights, automate tasks, and enhance team coaching for increased revenue.

• Freemium
• From 19$

Salesken is an AI-powered revenue intelligence platform that analyzes sales conversations, provides real-time coaching, and generates accurate forecasting to improve sales team performance and boost conversions.

• Contact for Pricing

Sales Ask is an AI-powered sales coaching tool that helps home service and home improvement companies increase sales and improve team performance through virtual ridealongs and AI-driven insights.

• Contact for Pricing

Trellus provides personalized, actionable AI coaching during sales calls, equipping reps with real-time analytics for improved call performance.

• Contact for Pricing

Hightime is an AI-powered sales workspace that assists sales professionals by automating workflows, providing contextual information, and suggesting proactive actions while integrating with common business tools.

• Freemium

WINN.AI streamlines sales processes with AI-powered summarization and follow-up features, improving CRM integration and efficiency.

• Free Trial
• From 59$

Spotlight.ai is an AI-powered platform that autonomously manages, reviews, and advances sales deals by analyzing conversations and emails, providing bottom-up qualification and complete pipeline predictability for enterprise sales teams.

• Paid
• From 30$

Endex is an AI agent designed for financial services, automating analytical workflows, unifying data sources, and generating presentation-ready outputs. It acts as an AI financial co-worker to optimize team tasks.

• Contact for Pricing

Dialect-AI offers a personal AI assistant to automate daily work tasks like email management, document processing, and meeting transcription, streamlining workflows for enhanced productivity.

• Free Trial
• From 38$