Best AI Sales Assistants for Zoom

Fathom is the free AI meeting assistant that instantly records, transcribes, and summarizes your Zoom, Meet, or Microsoft Teams meetings so you can focus on the conversations instead of taking notes. Fathom is an AI-driven meeting assistant that automatically records, transcribes, and summarizes your virtual meetings across platforms like Zoom, Google Meet, and Microsoft Teams. Designed to save time and increase productivity, Fathom generates actionable summaries in under 30 seconds and syncs with your CRM for streamlined follow-ups. The platform's unique features include real-time transcription, meeting highlights, and the ability to share clips, making it ideal for teams looking to improve meeting efficiency and reduce administrative work.

SalesTarget.ai's AI Co-pilot serves as a comprehensive sales companion — going beyond mere automation to act as a proactive strategic ally. It curates validated lead lists from over 840 million profiles, crafts tailored outreach sequences, proposes campaign tactics, and provides instant performance analysis through straightforward chat commands. The Co-pilot anticipates potential pipeline issues, advises on which prospects to focus on, and continually enhances its suggestions based on campaign data. For newcomers, it accelerates the learning process by offering guidance on best practices. For seasoned teams, it enhances operational efficiency and insights. The outcome is a more intelligent, quicker, and consistently effective sales approach for organizations of any size.

HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. HubSpot CRM is more than just a tool. It's the lifeblood of your business. Our CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. Our platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow. Get a demo to learn about our premium software, or get started with our full suite of free tool.

Box (NYSE:BOX) is the leader in Intelligent Content Management. Our platform enables organizations to fuel collaboration, manage the entire content lifecycle, secure critical content, and transform business workflows with enterprise AI. Founded in 2005, Box simplifies work for leading global organizations, including AstraZeneca, JLL, Morgan Stanley, and Nationwide. Box is headquartered in Redwood City, CA, with offices across the United States, Europe, and Asia. Visit box.com to learn more

Dialpad Connect is a comprehensive AI-driven communication platform that unites voice, video, and messaging channels to improve both internal teamwork and customer engagement. The platform provides smart features such as live call transcription, voicemail transcription, AI-powered call recaps, and recommended next steps, allowing users to be fully present in conversations without missing key details. It offers deep integration with leading business applications including Salesforce, Microsoft Teams, Zendesk, and Google Workspace, creating a seamless experience across tools. Built on a resilient dual-cloud architecture, Dialpad ensures enterprise-level performance with 24/7 support, disaster recovery, and a 100% uptime service level agreement. Privacy and security are foundational, with certifications like GDPR, HIPAA, ISO, and SOC 2 safeguarding user data. Dialpad Connect supports a broad range of business sizes, from small teams to large enterprises, enabling better communication and faster decision-making. Its AI capabilities also include live coaching for agents during calls and detailed analytics to improve customer satisfaction. This platform empowers businesses to transform every conversation into a valuable opportunity.

Jiminny is a leading Conversation Intelligence platform designed to capture and analyze key go-to-market insights across video, voice, and email. Powered by AI, it automates data entry into your CRM, saving your team time and improving productivity. Jiminny enables revenue teams to focus on selling smarter, achieving faster growth, and closing more deals. With its intuitive interface and actionable insights, Jiminny equips managers to effectively develop their teams and helps executives make confident, data-driven decisions. The platform delivers measurable ROI within six months, offering a seamless onboarding process and a user-friendly experience. Empower your business with Jiminny to transform conversation intelligence into a driver of revenue growth.

Gong is a robust AI-powered revenue platform that enables businesses to centralize their revenue workflows and optimize engagement strategies. It integrates with existing CRMs, providing in-depth customer insights, accurate forecasting, and improved sales execution. Gong's platform supports teams by offering data-driven intelligence on customer interactions, eliminating redundant tasks, and improving productivity. With Gong’s tools like Gong AI and Gong Data Engine, companies can streamline operations, enhance sales coaching, and drive business outcomes more effectively.

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.

Alore Growth OS integrates your growth technology into a single platform, providing all the essential tools required to scale your growth initiatives effectively. It allows you to engage with website visitors, collect their information, and cultivate relationships through email and social media marketing. Discover new leads while also nurturing connections with your current customers, and keep a close watch on your sales team's performance to ensure you are always ahead in the competitive landscape. Automate your sales funnel to consistently generate leads and close deals, accelerating your revenue growth by tenfold. Effortlessly nurture, follow up, and re-engage with prospects as Autopilot enables you to perform a hundred times more follow-up actions. Alore CRM serves as your ultimate sales solution, guaranteeing the generation of continuous, predictable revenue from the very first day. With features that range from locating business email addresses to executing automated drip campaigns and assessing your sales team's effectiveness, Alore CRM encompasses everything necessary for managing a sales team at scale. This tool stands out as the singular solution your business will ever require for achieving sales success. Embrace Alore Growth OS to transform your approach to sales and unlock your organization’s full potential.

Effortlessly design workflows and applications that bridge connections between individuals and data. Create advanced workflows and applications that provide an engaging experience enriched with smart features. This enables everyday users to construct and oversee workflows without relying on specialized service teams. By harnessing the capabilities of Backflipt, organizations can empower customer-facing staff, partner managers, sales development representatives, and support teams to interact proactively and seamlessly with fresh information. The Backflipt App Builder platform facilitates both citizen developers and IT operations in crafting secure, compliant enterprise applications, all while allowing for personalized CSS file customizations through a low-code, no-code approach. Develop applications to streamline business operations or to eliminate repetitive tasks while ensuring a captivating user experience. Utilize Backflipt Graph to tailor experiences based on user context, enhancing their productivity. Additionally, create an application or workflow designed to prepare for upcoming meetings by gathering participants' profiles and insights from previous discussions, thereby fostering meaningful interactions. This comprehensive approach not only simplifies processes but also enhances collaboration among teams.

Humantic serves as an AI tool designed for recruiters and sales experts, enabling them to grasp an individual's distinct personality traits, understand their decision-making processes, and tailor communications to enhance engagement. By leveraging publicly available information, resumes, or written communications, Humantic eliminates uncertainty from interactions, making cold calls and conversations significantly more effortless. When it comes to emails, there's no need for you to draft them anymore, as Humantic generates personalized messages tailored for each recipient. The essence of deal-making lies in understanding people, and with Humantic's predictive capabilities, you'll be equipped with insights into what truly resonates with decision-makers. With personalized guidance from Humantic, you can communicate with confidence, ensuring that your messages hit the mark, whether through email or during calls. Even as meetings transition to virtual platforms and lunches become online gatherings, your professional relationships will continue to thrive and strengthen over time!

Uncover the reasons behind your successful or unsuccessful deals. Accelerate your sales process with insights powered by generative AI, which include recordings, deal evaluations, sentiment analysis, and coaching tips. Gain instant clarity on action items, objections, and pain points to assess the current status of your deals. Ensure you never overlook vital information about your prospects again. With our solution, you can boost your demo conversion rates by an impressive 25% to 40%. Identify areas for enhancement on your subsequent calls. Instead of merely transcribing, capture every nuance with detailed meeting analytics through Salesify. Automatically craft personalized AI-generated follow-up emails that reflect the content and results of your meetings. Within your organization, AI coaching offers customized insights and guidance for both teams and managers, focusing on enhancing performance, improving communication, and optimizing processes. This approach not only hones sales strategies like objection handling and negotiation but also enhances conversion rates and tailors customer engagement to meet individual needs. By implementing these strategies, you can foster a more effective and responsive sales environment.

HubSpot's AI powered customer platform puts your customers first, allowing you to grow more effectively. Connect your front-office teams with a complete view on the customer journey. Use AI-powered tools for a seamless experience with customers. Easily adapt to new industry trends and technologies. Traditional CRMs are not enough to drive growth. Most CRMs are not designed to connect with customers, which is crucial in an AI-driven environment where customers can easily explore, evaluate and buy. HubSpot's Customer Platform is so much more. It's powered with Smart CRM, which combines AI and customer data to help you adapt. It also has products for engaging customers throughout the entire journey and an ecosystem that includes integrations, education and community. It's designed to help businesses connect with their customers and grow.

Rippletide is an innovative platform powered by AI that focuses on enhancing the performance of sales teams through the provision of immediate insights and automation of everyday tasks. By supporting sales professionals at every stage of the sales journey, it offers tools such as pre-call preparation briefs, post-call summaries, and ongoing coaching that contribute to more effective interactions with prospects. The platform is designed to integrate effortlessly with CRM systems and video conferencing applications, ensuring that data is synchronized accurately and in real-time, which leads to significant improvements in productivity. Its key features include automatic recording and transcription of calls, AI-generated notes from meetings, automated follow-up emails, and actionable next-step suggestions, all of which help simplify the administrative burden after meetings and speed up the process of closing deals. Beyond these functionalities, Rippletide's sophisticated analytics deliver valuable insights based on data, allowing sales teams to pinpoint challenges, refine their strategies, and make more accurate sales predictions. By leveraging this comprehensive suite of tools and insights, organizations can empower their sales teams to reach new heights in performance and efficiency.

Oskar by Skarbe redefines sales productivity by embedding a smart AI agent directly in your inbox. Designed for founders, consultants, and small business owners, it automates repetitive sales tasks such as tracking leads, following up, and scheduling reminders. Oskar records calls, captures contacts automatically from emails and meetings, and provides real-time guidance on what to do next. Its conversational intelligence qualifies leads based on engagement signals, ensuring your focus stays on high-value prospects. When it’s time to reach out, Oskar drafts natural follow-up emails using your voice and context from prior exchanges. The platform eliminates the need for spreadsheets or complex CRMs, replacing them with an AI-driven workflow that keeps deals progressing smoothly. Users report shorter sales cycles and up to 20% higher conversion rates after switching from traditional tools. With Oskar, selling becomes a natural part of daily communication rather than a separate, time-consuming process.

Clarify is an innovative autonomous CRM that streamlines the processes of pipeline generation, meeting management, and CRM updates by automatically tracking emails, meetings, and other customer interactions; enriching prospect profiles with essential information; and transforming interest into scheduled calls through intelligent, hands-free follow-up sequences. It equips sales professionals with comprehensive meeting preparation by summarizing previous discussions, product usage, and insights; capturing crucial highlights during calls in real-time; and automatically generating CRM updates, next steps, and workflows without requiring manual input. In addition, Clarify aggregates data from product usage, emails, calls, and website activity to provide a cohesive view of metrics, facilitating no-code workflows that initiate record updates and follow-ups, along with revenue-intelligence dashboards that highlight performance indicators, early warning signs, and potential areas for growth, all accessible through a single web or macOS interface that seamlessly integrates with prominent sales and marketing platforms. This integration not only simplifies the user experience but also enhances productivity by allowing sales teams to focus more on client engagement rather than administrative tasks.

Nonverbia serves as an AI-driven sales assistant and coach that improves interactions in virtual meetings by assessing nonverbal signals, vocal tone, body movements, and emotional expressions in real-time during video conferences, enabling the identification of concealed objections, recognition of buying indicators, and assessment of engagement levels. With support for over 100 languages, it offers real-time coaching feedback during meetings, allowing sales professionals to adapt their strategies on the fly. Following meetings, Nonverbia creates comprehensive summaries, updates CRM systems automatically, proposes tailored follow-up actions, and provides pipeline intelligence that includes alerts on potential risks and forecasts for deals. By merging sales coaching with meeting analytics, it grants insight into the dynamics of conversations, the status of deals at risk, and the next steps to take. Ultimately, it aims to empower teams to close more sales by interpreting the unspoken elements of communication and translating those insights into practical guidance for improvement. Additionally, this innovative tool fosters a heightened awareness of interpersonal dynamics, enhancing the effectiveness of sales engagements.

Quilt is a sophisticated assistant platform powered by AI, specifically tailored for technical sales, proposals, and solution teams, streamlining tedious tasks like responding to RFPs and preparing for demonstrations. This platform features a Questionnaire Assistant that can help users fill out nearly 95% of RFP questionnaire answers within minutes, a Knowledge Assistant that transforms an organization's repository of information—including files, chats, transcripts, support records, and wikis—into an interactive conversational format, and an upcoming Live Assistant that will serve as a valuable companion during technical discussions. Additionally, Quilt integrates effortlessly with file storage systems, chat logs, sales enablement tools, and corporate wikis, allowing teams to access current organizational information right when they need it. Built with enterprise-level security as a priority, Quilt ensures customer data remains isolated, with its models not being fine-tuned on shared data, while all information is encrypted both at rest and during transmission, complying with SOC 2 Type 2 standards. With its innovative features and commitment to security, Quilt empowers teams to operate more efficiently and effectively in their technical sales processes.

Coffee serves as an AI-driven CRM assistant that streamlines the processes of data entry, contact enhancement, and pipeline monitoring for sales teams. Its fundamental principle is straightforward: when quality data is inputted, quality data is produced. By automating the collection and organization of essential information, it aids teams in maintaining a tidy and thorough CRM, significantly cutting down on the manual tasks that often hinder sales productivity. Coffee not only enriches contact information and tracks the flow of the sales pipeline but also bolsters sales intelligence, enabling teams to devote more energy to selling rather than record-keeping. Rather than depending on representatives to keep every detail, note, and field updated, Coffee operates as an AI layer that enhances CRM hygiene and optimizes customer data throughout the sales lifecycle. This innovative tool is crafted to ensure CRM systems are more precise, up-to-date, and actionable by converting disjointed sales activities into reliable structured data. Furthermore, it offers sales leaders enhanced insights into both pipeline status and team performance, ultimately driving more informed decision-making and strategic planning. By integrating such capabilities, Coffee not only saves time but also empowers sales teams to focus on what truly matters: closing deals and building client relationships.

Computer is an innovative AI platform designed specifically for sales teams that require enhanced account insights, quicker actions, and increased decision-making confidence. Its integrated Shared Memory system adapts to the unique workflows of each team, comprehending account details and historical pipeline data, while becoming progressively more beneficial as interactions, decisions, and transactions are logged. Users can seamlessly integrate their CRM, email, calendar, meeting records, and various other sales tools, enabling them to inquire about potential opportunities or utilize preconfigured skills for tasks such as meeting prep, in-depth account analysis, deal pattern assessments, pipeline evaluations, meeting summaries, and follow-up email drafting. The functionalities of Computer AirSync and Computer Memory consolidate information from various connected platforms into a singular, constantly updated context, which empowers the system to analyze real-time organizational data instead of relying on outdated or fragmented information. This capability allows for accurate responses, the identification of trends, the creation of comprehensive quarterly business reviews, and the facilitation of team actions without the need for tedious manual information gathering. Furthermore, by streamlining these processes, the platform significantly enhances overall productivity and collaboration among sales professionals.

Prodoscore™ is a software solution that measures your most valuable asset: your people. Prodoscore surfaces insights that keep you better informed and better prepared, using Machine Learning, AI, & Natural Language Processing. We measure thousands of daily activity points across your core business applications to provide productivity intelligence. Our mission is to provide never before seen visibility into employee engagement, rooted in data and digestible in seconds, to support a flexible work environment and ensure accountability. We want to be at the center of workplace decision-making by providing exceptional productivity intelligence that generates actionable insights for leadership. Implementation takes less than 15 minutes and has no impact on the end user.

Dooly is the fastest way update Salesforce, take sales notes and manage all your deals. Spend more time with customers and less time logging and organizing your notes. Dooly syncs all your Salesforce data for you. With 1-click edits, you can save hours of Salesforce work. You will always know what to say during your calls. You can close more deals by using talking points, content, or battlecards that pop up in your notes. You can add Salesforce fields to your notes and update them as text. Your admin can be set up to run automatically. Salesforce syncs all your notes, fields, activities, and more in real-time. Templates that you can add Salesforce fields and share with your team will help you sell faster. Dooly can identify new contacts and add them to Salesforce in just one click. You can also see the next steps and all notes history for each deal.

Streamline monotonous workflows, enhance representative efficiency, and obtain immediate insights. Sales professionals dedicate merely 33% of their time to actual selling, squandering precious hours on repetitive tasks. With our solution, you can effortlessly log meetings through Slack as soon as they conclude, receiving a prompt form to share your feedback on the discussion. Just complete the form, and we will seamlessly update your CRM! Additionally, automate contact entries to eliminate the hassle of manually adding new attendees, as managr handles that for you. You’ll also receive notifications when deals stagnate, become inactive, or are overdue, complete with contact information for follow-ups. If you have an upcoming meeting, we ensure you are well-equipped with all necessary materials beforehand. Moreover, managr will keep your leadership informed automatically, allowing you to concentrate on closing deals. By empowering representatives to be more efficient, we remove obstacles rather than create them. Simply register, link your applications to managr, and elevate your sales game! With these features, you’ll find that your productivity can reach new heights like never before.

Winn.AI monitors your account executives' discussions in real-time, providing insights on which topics have been covered and which remain to be discussed. This helps streamline your team's workflow. The platform automatically recognizes and records prospects' responses, seamlessly integrating the data into Salesforce or HubSpot with just one click. Ever wish you could subtly suggest the next point to your AE? Winn.AI identifies and interprets questions from prospects, discreetly supplying your representatives with the vital details they need to maintain the flow of conversation. By keeping track of your discussions in real-time, Winn.AI ensures you are always on top of your talking points and ready to address any outstanding queries. With its intuitive features, the tool empowers your team to focus more on building relationships rather than getting bogged down by administrative tasks.

Meeple.ai reviews your sales conversations and crafts tailored mini-sites that reflect the unique needs of your clients, using their own expressions. By utilizing Meeple, you can streamline your follow-up efforts. After each sales discussion, simply click to automatically create concise summaries. The platform collects essential buyer details from each Zoom session and produces a summary one-pager for you. All you have to do is review the content and send it off. Additionally, Meeple.ai's AI assistant not only transcribes your sales calls but also identifies pertinent information to generate customized one-pagers for your clients, enhancing your communication effectiveness. This innovative solution allows for a more personalized interaction with potential buyers, fostering stronger relationships.