AI sales assistant for account planning - AI tools

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

Tome is an AI-powered sales assistant that analyzes CRM data and playbooks to identify strategic initiatives and key decision-makers, helping sales teams break into large accounts.

• Freemium
• From 16$

LivePlan is an AI-powered business planning and financial forecasting platform that helps entrepreneurs create professional business plans, manage cash flow, and make data-driven decisions for business growth.

• Paid

Playbook AI is an advanced sales engagement platform that leverages artificial intelligence to automate, orchestrate, and optimize sales activities, boosting productivity and increasing win rates for businesses.

• Free Trial
• From 60$

Databook provides AI-powered agentic workflows to optimize enterprise sales, helping teams target the right accounts, build effective strategies, and prepare for successful meetings.

• 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

Draup provides AI-driven insights for enterprise talent acquisition, workforce planning, and sales account-based marketing (ABM). It offers comprehensive labor market data and predictive analytics to optimize decision-making.

• Contact for Pricing

Zinnia is an AI copilot for Account Executives, providing buyer insights and personalized messaging suggestions to enhance sales performance and streamline workflows.

• Free Trial
• From 99$

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$

BznsBuilder streamlines business planning and financial forecasting with AI-driven tools for entrepreneurs, startups, and advisors. Easily create fundable business plans, build forecasts, and impress investors using guided, step-by-step assistance.

• Paid
• From 15$

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

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

• Free Trial
• From 59$

Accounting Solver AI is a web-based application that uses artificial intelligence to streamline accounting processes, from generating financial reports to automating bookkeeping tasks.

• Free Trial
• From 49$

Syft AI is an AI-powered platform for B2B SaaS companies, automating account research, identifying target companies, and creating tailored value propositions.

• Contact for Pricing

Accounting Seed is a flexible, cloud-based accounting software natively built on Salesforce, enabling businesses to streamline financial management through automation, real-time reporting, and secure data integration.

• Contact for Pricing

Rox is an AI-powered platform that helps sales teams secure and grow their most important customers by automating research, engagement, and monitoring tasks.

• Usage Based
• From 20$

iWishAI is an AI-powered sales enablement platform that helps sales teams improve performance through AI roleplay, power dialing, and email generation capabilities.

• Contact for Pricing

Manja AI empowers sales teams with AI-driven tools for coaching, playbook creation, weakness diagnosis, analytics, and battle card generation, significantly improving sales performance.

• Contact for Pricing

MEJ Sales AI is a comprehensive sales management platform that helps businesses automate their sales processes, manage leads, and monitor performance through an intuitive dashboard with integrated AI capabilities.

• Freemium
• From 15$

Adviseful is an AI-powered platform designed for IT consultancies and digital agencies to streamline app project specifications and lead generation. It transforms client ideas into detailed concepts while automating CRM integration.

• Paid
• From 99$

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$