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.

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.

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.

One Super App for edetailing, closed loop marketing and content delivery - from sample management and content delivery to multi-channel compliance communication - will elevate your HCP interactions. Increase your sales and marketing effectiveness by closing the loop. It is your all-in one edetailing and closed loop marketing solution to help execute your strategy. Targeted, personalized content can improve HCP interactions and engage customers more effectively. Innovative technology makes it easy to close the loop in commercial operations. It's available at the touch of a button, anywhere you are, whether you're at work, home, or on the move. Pitcher has different capabilities and paths that can be tailored to meet the needs of commercial reps, MSL and KAM.

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, is a virtual salesperson for a company or brand. This avatar, which is human-like, can interact with customers in different languages. Communication with customers is made easy and direct by the virtual avatar. They communicate the company's values in a clear and easy way, and convert visitors into loyal customers. Empathetic AI technology, which is patent-pending, allows you to build a digital brand persona that can interact directly with customers. DaveAI avatars strike up a conversation in natural language with customers, understand their preferences, and make personalized recommendations via text and speech.

Pipedrive's Dealbot will instantly send you sales updates to your team. Pipedrive Dealbot automatically handles all your Slack-related tasks, whether you need to coordinate multiple people to close deals or keep everyone informed. Salespeople can keep their teams updated without having to schedule meetings and write lengthy emails. Pipedrive Dealbot makes it easy for the entire team to be ready to close the next big deal.

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 that works for YOU, not against you. It's lightweight, customizable and powered by AI. Folk's mail merging software allows you to send emails in bulk with as much customization and personalization as you like, all from your own domain. With folkX, you can easily build your CRM without the need to copy and paste. You can now collect contacts for prospecting and hiring, fundraising and more. Folk's 4000+ Integrations allow you to create powerful automations using your favorite tools, such as Typeform, Webflow and Calendly. Impress contacts with your thoughtfulness. Make notes in folk wherever and whenever you interact so you don't forget any details.

Fill in the fields that are important to your business. Each rep should be allowed to spend 100+ hours with clients, in calls, meetings, and other activities. Administrators and developers should be able to concentrate on the infrastructure, not temporary solutions to simplify the experience. All your producers can benefit from your best process. Customer interactions are one the most valuable assets of a business and should be treated with the utmost care. Rollio is SOC2 Type 2 compliant. It was built on Heroku (owned Salesforce.com) & passed the Salesforce Security Review.

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!

Demand planning and sales forecasting are essential parts of any company's marketing plan. They help managers analyze new markets, plan where they will concentrate their resources, and manage their company's performance efficiently. Sales Controller, our sales forecasting software for Microsoft Excel analyzes your sales statistics to identify trends that can be projected into the future. Forecasting anything is hard, and sales forecasting and demand planning are no exception. Although forecasting sales is more difficult the further out you plan demand, an educated estimate is better that none. Even though historical sales data does not guarantee the future, Sales Controller gives you the basis to add your own insight and judgment.

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.

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.

The next generation CRM is human-friendly. The only Edge AI platform that puts sellers first can change sales behavior and increase effectiveness. Tact.ai has the perfect partner to improve your existing CRM, and gain control over your CRM footprint for a better future. It boasts a three-decade history of enterprise software and CRM, as well as a flexible engagement model that is future proof and future proof technology. Tact Assistant puts sellers first. Tact Assistant is the only user interface that combines real-time tracking, data entry on-the-fly, actionable nudges, insights, and productivity boosters. It's the only one-stop-shop for all things CRM.

Ciara is a digital assistant that assists sales professionals worldwide in increasing their productivity and sales calls. It is simple to set up, use and adapt. Ciara was named one of the Top50 Digital Startups Europe by TechCrunch. It offers continuous innovation, superior call guidance and seamless integration with the most popular business apps. Make remote your unfair advantage. This powerful in-call assistant is available for both inside and remote sales teams. It facilitates smooth and productive customer conversations. Ciara is a brand new sales enablement software. It provides smart talking points and relevant information to guide remote customer conversations. Ciara records and transcribes the conversation and creates call summaries that are automatically synced with your CRM system. Both small and large sales teams can use Ciara's transcription and recording capabilities to create call summaries that are automatically synced to their CRM system. Customer interactions with Ciara

Neo is an AI-powered digital assistant that automates your daily tasks. It can prepare meetings, monitor dashboards, aggregate data and much more. Conversational platform for virtual assistants in the enterprise. Our AI-assistant Neo assists customers and employees in their daily work and interaction using software. Neo can be customized using our conversational platform to work with company-specific tools and workflows. Neo can be used to communicate with users via voice or text. Neo allows you to request information from third-party software and trigger actions. It's like having a conversation between your B2B software systems. Neo Enterprise Assistant Platform makes it easy to extend and customize Neo's functionality and integrations. This allows Neo to be tailored to meet individual requirements.

Microsoft 365 Copilot for Sales integrates Microsoft 365 Copilot and a role-based agent, which connects with your CRM platform. This brings sales insights and generative artificial intelligence directly into your daily work flow. It increases efficiency by automating tasks like drafting emails, scheduling meetings, and creating content like pitch decks, meeting briefs, and other documents within familiar tools such as Outlook, Teams Word, PowerPoint, or Excel. It allows for more personalized customer interaction by providing AI-generated summaries and meeting insights, as well real-time call insight during Teams meetings. It also streamlines workflows through seamless information sharing between Microsoft 365 applications and your CRM platform. This includes platforms like Salesforce Sales Cloud or Microsoft Dynamics 365 Sales.