Best AI Sales Assistants for Windows of 2025

VeloxyIO Inc. is an AI-powered sales software that provides predictive forecasting and sales enablement for Salesforce CRM. Our mission is to empower Sales Reps to engage with Salesforce and get more from it than they put in. We also provide better forecasts and analytics to Sales Management to see which actions really drive the pipeline. The right data at exactly the right time! Inbox and Veloxy Mobile automatically log actions such as calls, emails opened, replies, opens, and clicks. This makes it easy to add and maintain information while on the move, making it a natural step in your sales workflow. These tools provide Sales Reps with the right data at the right moment based on their context, location, and upcoming events. This allows them to focus on their priorities without having the need to search for anything. You can see which actions really drive pipeline growth! Veloxy Analytics provides Sales Managers and Ops with more accurate forecasts based upon historical analysis of biases and the analytics tools that allow them to examine how different sales activities relate to pipeline growth.

Your customers have high expectations. Companies that can deliver personalized, fast and easy buying experiences are the ones that will succeed in a world that is increasingly on-demand and instant. Drift can help you with this. Drift combines chat, video, and automated to remove friction from business buying. Drift allows you to have conversations with potential customers on your terms. Drift is used by over 50,000 businesses today to increase revenue, reduce sales cycles, and make purchasing easy.

Substrata employs artificial intelligence to provide real-time social awareness for business dealmakers. It aims to help users navigate complex interpersonal dynamics in sales, negotiations, and other business development contexts by detecting linguistic and behavioral cues. The goal is to provide insights into factors like office politics, hierarchies, perceptions, emotions, biases, attitudes, and power dynamics that can impact deal outcomes. Substrata is positioned as a valuable tool for a range of roles such as CEOs, founders, sales leaders, account executives, and dealmakers in investment banking, corporate development, and M&A. By revealing social and relational nuances, the technology seeks to complement professional expertise in navigating deals and relationships.

Clari Copilot (previously Wingman) transforms your revenue team by enabling them to win every revenue-critical situation. Clari Copilot’s conversation intelligence platform gives reps and managers everything they need to compete fiercely and spot revenue leaks. They can also close deals faster. Clari Copilot and Clari together give you everything you need to manage revenue on a single platform. Clari Copilot stores your conversation data right where your sales team is working, Clari. Clari Copilot is used by top sales teams from Chargebee, Oktopost and Properly Homes to manage their revenue.

The most powerful and secure LinkedIn automation software and CRM. Automatically invite targeted 2nd and 3rd-level contacts with a personal message. Auto-responder to newly added contacts and drip campaigns for chain messaging, reply detection, and email notification. There are many tools and features available for Linkedin, Sales Navigator, and Recruiter automation. A CRM system makes it easy to manage your Linkedin connections, and lead funnel. Your LinkedIn account is safe. Linked Helper 2 is the best tool for LinkedIn automation. It is a web browser (not a Chrome extension), that doesn't embed its code in a LinkedIn page. It does not call LinkedIn API, unlike many cloud-based tools. The second version of Linked Helper can be used as a standalone application, or as a smart browser (not a Chrome extension) and has a built-in CRM system to automate LinkedIn. You can organize your lead generation process in LinkedIn into campaigns that are easy to manage.

Lindy, an AI-powered assistant, is designed to streamline professional tasks. It integrates seamlessly with numerous applications including Gmail, Zoom and Twilio. It allows users to automate workflows, such as email management and customer support, scheduling and CRM data entry. Lindy's intuitive interface allows users to create AI agents within minutes, automating complex processes without coding expertise. Lindy also offers templates that can be customized to meet specific needs. For example, it is able to convert real-time interactions between clinicians and patients into accurate, comprehensive notes. Lindy allows professionals to focus on the most important aspects of their job, while ensuring that routine tasks are handled efficiently.

Folk is a CRM designed to serve your needs seamlessly, offering a lightweight, customizable experience enhanced by AI technology. With folk's mail merge capabilities, you can effortlessly send personalized bulk emails directly from your domain, eliminating the tedious task of copying and pasting. The introduction of folkX allows you to assemble your CRM swiftly and effectively, simplifying the process of gathering contacts for diverse purposes such as prospecting, hiring, and fundraising. Additionally, folk boasts over 4000 integrations, enabling you to create powerful automations with popular tools like Typeform, Webflow, Calendly, and Slack, among others. By using folk, you can enhance your interactions by making notes anytime and anywhere, ensuring that no detail slips your mind. This thoughtful approach not only streamlines your workflow but also helps you maintain strong relationships with your contacts over time.

Enhance your healthcare professional (HCP) engagements and streamline your commercial processes using a comprehensive Super App designed for edetailing and closed-loop marketing, covering everything from content distribution and sample management to compliant, multi-channel communication. By closing the feedback loop in both marketing and sales efforts, you can significantly boost operational effectiveness. This all-encompassing solution empowers you to implement your strategic initiatives. Improve your interactions with HCPs and foster deeper customer connections through customized, targeted content. With cutting-edge technology available at your fingertips—whether you’re at home, in the office, or on the move—you can seamlessly integrate your commercial operations. Pitcher provides various pathways and functionalities, specifically tailored to meet the unique needs and demands of commercial representatives, medical science liaisons (MSLs), or key account managers (KAMs), ensuring that each role is supported effectively. The flexibility offered by this Super App positions you to adapt and thrive in an ever-evolving market landscape.

Only phone designed for sales. The only phone that can warm up cold calls with HD quality and real-time coaching powered By Ai. Because every closer needs some help. Video conferencing, dialer and SMS all in one so that your data is always available and your team doesn't feel overwhelmed. Speech coaching can be used to help reps identify if they are speaking too fast, too slow, using too many filler words or talking too loud. Call analytics and dashboards can help you uncover insights and best practices. To ensure that no data is lost, autolog calls, transcripts, or notes can be uploaded to your CRM. Voice Intelligence makes it easy for reps to say the right things on a call. Battle cards are displayed in real-time and help them make decisions. You can see the sentiment of any call, assist reps, save at risk deals, and find the best coaching opportunities. Voice Intelligence uses Speech Recognition for transcription, Natural Language Processing for analysis, and Machine Learning to make intelligent recommendations in real time.

A virtual avatar, also known as a virtual assistant, serves as a digital salesperson for a brand or company. This avatar resembles a human in its interactions, allowing for two-way conversations with customers in multiple languages. By facilitating direct and straightforward communication, virtual avatars effectively convey a company's core values and help turn visitors into loyal patrons. Utilizing innovative Empathetic AI technology, businesses can create a unique digital persona capable of engaging with customers. DaveAI avatars engage in natural language dialogues, comprehend customer preferences, and offer tailored suggestions through both spoken and written formats. With a focus on speech, data analysis, and intelligence, DaveAI provides an unparalleled experience in product discovery through virtual sales avatars across various industries. We pride ourselves on offering real-time, customized product recommendations that align perfectly with each customer's individual tastes and preferences, ensuring a truly personalized shopping journey. This approach not only enhances customer satisfaction but also fosters long-term relationships with clients.

Keep your team in the loop about sales deals with Pipedrive's Dealbot, which streamlines communication by integrating directly with Slack. This tool is perfect for managing collaboration among multiple team members to finalize deals or keeping the entire organization updated, as it automates notifications and updates. Sales professionals can effortlessly inform their colleagues without the hassle of organizing meetings or composing detailed emails. With Pipedrive Dealbot, the entire team remains poised to assist in securing the next significant sale. Additionally, you can execute various actions through simple slash commands; just type a / in any Slack conversation to access a full list of these handy commands, making workflow even more efficient. This feature not only enhances productivity but also fosters a collaborative environment where everyone can contribute to the sales process.

Initiate and complete the necessary fields that propel business strategies forward. This approach can free up over 100 hours for each representative, enabling them to engage more in client interactions, whether through meetings, phone calls, or various activities. It is crucial for administrators and developers to concentrate on long-term solutions rather than temporary adjustments to enhance the overall experience. By providing your most effective processes to all producers, you can maximize efficiency. Customer engagement stands as one of the company's most significant assets and warrants careful attention and management. Rollio not only complies with SOC2 Type 2 standards, but it is also built on the Heroku platform, which is owned by Salesforce.com, and has successfully undergone the Salesforce Security Review to ensure reliability and security for users. Emphasizing these aspects can further strengthen the trust and confidence clients place in your business.

Advanced eMail Marketing Software Looking for software that will help you communicate professionally with customers, members and other target groups? Spotler Mail+ will be the best choice for you! Spotler Mail+ automates email marketing with ease. Spotler Mail+ allows you to easily: >> Send beautiful emails >> Set up automated email campaigns >> Create templates that suit your style >> Landing Pages with forms >> And more!

Sales forecasting and demand planning are crucial components of a company's marketing strategy, enabling managers to evaluate new market possibilities, determine where to allocate resources, and monitor their organization’s performance effectively and efficiently. Our Microsoft Excel sales forecasting tool, Sales Controller, examines your historical sales data to identify trends that can be projected forward into the future. Accurately predicting anything, including sales forecasting and demand planning, presents challenges, particularly as the planning horizon extends further into the future, leading to decreased accuracy. Nevertheless, even an informed estimate is preferable to having no prediction at all. While trends derived from past sales figures cannot guarantee future results, Sales Controller provides a foundation for you to integrate your own insights and judgment into the forecasting process. Ultimately, combining data analysis with personal expertise can lead to more informed decision-making and better preparation for future market changes.

The future of customer relationship management is designed to be user-friendly. Transform sales practices and enhance efficiency through straightforward prompts for your clients, representatives, and account teams, all supported by a unique Edge AI platform that prioritizes sellers. With three decades of leadership in CRM and enterprise software, Tact.ai offers a versatile engagement model and cutting-edge technology, making it the perfect ally for refining your current CRM systems while establishing a more manageable CRM landscape for future success. Prioritize your sellers with Tact Assistant, which provides real-time monitoring, seamless data entry on the go, insightful nudges, and productivity enhancements—all within a comprehensive user experience that boosts representative productivity and strengthens CRM adoption and governance. This innovative approach not only fosters better sales outcomes but also ensures that teams can operate more effectively in an increasingly competitive market.

Certainly is an AI platform that uses conversational AI to facilitate ecommerce and customer support. Companies can deliver extraordinary experiences and scale their growth with our next-generation technology. Conversations with visitors provide insight that helps to ensure fewer product returns, lower cart abandonment, and a higher customer lifetime value. Certainly is on an ambitious mission to help businesses create amazing user experiences by creating a digital counterpart of their top salesperson. The Certainly Conversational Ai software works seamlessly across all platforms that you use to run your business. It's your new conversational interface for customer care, sales, marketing, community, HR, and management. It transforms any interaction into a frictionless and relevant user experience. Are you curious about how automated chat could help your business? Let one of our experts walk you through a Conversational AI chatbot that is tailored to your content.

Neo serves as an AI-driven digital assistant designed to streamline your everyday tasks, such as organizing meetings, tracking dashboards, and compiling data, among other functions. It acts as a conversational platform tailored for virtual enterprise assistants. Supporting both employees and customers in their daily operations and software interactions, Neo can be adapted to fit specific company workflows and tools. Users have the flexibility to engage with Neo through both voice commands and text inputs. With Neo, it's possible to request data from external systems and initiate various actions, effectively allowing you to converse with your B2B software. The Neo Enterprise Assistant Platform simplifies the process of configuring and enhancing Neo’s capabilities and integrations, ensuring that it meets unique individual requirements. Moreover, this adaptability makes Neo a valuable asset for enhancing productivity and efficiency across various organizational tasks.

Microsoft 365 Copilot for Sales merges the capabilities of Microsoft 365 Copilot with a specialized agent tailored for specific roles, linking it to your CRM system to deliver valuable sales insights and generative AI directly into your everyday tasks. This integration boosts productivity by automating various activities such as composing emails, scheduling meetings, and generating documents including pitch decks and meeting summaries, all within user-friendly applications like Outlook, Teams, Word, PowerPoint, and Excel. It also enhances customer interactions by offering AI-generated overviews of emails and meetings, along with real-time insights during Teams calls. Furthermore, it optimizes workflow efficiency by facilitating seamless information exchange between Microsoft 365 applications and your CRM platform, extending support to systems like Salesforce Sales Cloud and Microsoft Dynamics 365 Sales. Overall, this innovative tool transforms the sales process, empowering professionals to focus more on building relationships and closing deals rather than managing administrative tasks.

Allego's learning platform and enablement platform improves sales performance by combining content, learning, and collaboration into one app that is designed for the flow and efficiency of work. Allego helps teams to get onboard faster, deliver the right messaging and collateral, quickly adopt best practices and content, coach and practice more often, and collaborate with their peers and the home office more effectively.

Ciara is an innovative digital conversation assistant designed to help sales professionals across the globe enhance their sales calls and boost productivity. Its user-friendly setup and adaptability make it a valuable tool for any sales team. Recognized as one of the Top 50 Digital Startups in Europe by TechCrunch, Ciara consistently delivers ongoing innovations, top-notch call assistance, and effortless integration with widely-used business applications. Transform your remote work into a distinct competitive edge. This robust in-call assistant empowers both remote and inside sales teams to facilitate effective and engaging customer dialogues. As a new breed of sales enablement software, Ciara provides intelligent talking points and pertinent information in real time during conversations, ensuring that sales professionals have the resources they need at their fingertips. It also transcribes and records calls, generating insightful summaries that are automatically synced with your CRM. Sales teams, whether large or small, experience enhanced customer interactions and improved outcomes thanks to Ciara's capabilities. By incorporating Ciara into your sales process, you can ensure that each conversation is not only productive but also tailored to meet clients' needs effectively.