AI assistants for sales and finance - AI tools

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

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

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

• Paid
• From 49$
• API

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

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

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$

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$

Sailes offers an AI-powered sales autopilot system, utilizing personalized Sailebots® to automate prospecting tasks and deliver actionable leads.

• Contact for Pricing

Quilt offers AI-powered assistants to improve knowledge management and streamline sales processes for Go-To-Market teams. Its assistants enhance efficiency and performance across organizations.

• Free Trial

Nara is an AI-powered digital sales associate that helps online stores increase sales and improve customer satisfaction across all chat channels. It automates tasks and provides a human-touch experience.

• Paid
• From 19$

Scratchpad offers AI-powered sales tools to automate CRM updates, enhance selling capacity, and provide better sales forecasting. It helps sales teams improve data hygiene and streamline workflows.

• Freemium
• From 19$

SalesCloser AI provides AI-powered sales agents capable of handling phone calls, Zoom calls, scheduling, and more, without requiring any coding. It helps businesses scale their sales operations efficiently.

• Contact for Pricing

Hello Assist offers a suite of specialized AI assistants to streamline various aspects of your life, from work and career to shopping and health.

• Other

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$

Outreach.software is an AI-powered sales tool that automates outreach campaigns, helping businesses achieve sales goals efficiently and effectively.

• Paid
• From 399$

Runday.ai offers transformative AI agents that enhance client interactions for sales, service, and marketing, optimizing growth and efficiency.

• Freemium
• From 500$
• API

AutoBiz is an AI-powered sales assistant that helps e-commerce businesses boost sales through smart consulting, automated order creation, and multi-channel support. Powered by OpenAI's GPT technology, it offers multilingual capabilities and seamless integration with various e-commerce platforms.

• Freemium
• From 19$