Best AI Sales Tools for Microsoft 365

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.

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.

Drift is a conversational AI platform designed to help businesses engage website visitors, qualify leads, and accelerate the sales process through real-time messaging. The platform uses AI chat agents to interact with visitors, answer questions, and guide prospects through personalized buying journeys. Drift enables marketing teams to capture high-intent leads by identifying visitors and gathering relevant company data such as location, account history, and engagement signals. Instead of requiring users to fill out forms, Drift allows prospects to instantly chat with AI or connect with a sales representative. These conversations help businesses respond faster to buyer interest and shorten the time it takes to move prospects through the sales funnel. Drift also routes qualified leads directly into sales workflows, allowing teams to follow up with context and personalized communication. Built-in reporting tools provide insights into conversation performance, engagement metrics, and revenue attribution. These analytics help organizations refine their conversational marketing strategies and improve conversion rates. Drift integrates with CRM systems and sales platforms to ensure conversations are aligned with existing revenue processes. By combining AI-driven conversations with real-time buyer insights, Drift helps businesses create more engaging customer experiences and generate stronger sales pipelines.

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.

HubSpot's sales software will notify you when a lead opens an email. You can also track every interaction and organize all of your activities in one place. Start free and grow as you go. HubSpot's sales tools make it easy to save time at all stages of the funnel. You can queue up personalized reminders and follow-up emails that are automatically delivered at the right time. You can turn repetitive emails into templates, track their performance, and share the top ones with your entire team. You will be notified when prospects open an email, click on a link or open an attachment. This will allow you to follow up with the most important leads quickly and efficiently. You can connect with prospects via live chat on your website. This will eliminate back-and-forth emails and missed calls. Send a link to let leads choose a time that suits them both. Automate manual entry by automatically logging every lead's contact information, email opens and clicks. Automate tedious tasks such as lead rotation.

Minimize lost opportunities by engaging in the right tasks with the appropriate individuals. Leveraging automated tools, from interpreting buyer signals to establishing effective sales cadences, can significantly boost your deal closures. To enhance your email experience, consider acquiring the essential features for Gmail or Outlook. Cirrus Insight offers a comprehensive solution that seamlessly integrates with Salesforce, bringing all necessary information directly to your inbox. By incorporating a bit of automation into your sales workflow, you can bypass the tedious task of manually documenting activities in Salesforce. The repetitive nature of data entry, copying, pasting, and navigating between various applications can be a significant drain on your efficiency. By optimizing your time, you can focus on high-value activities rather than being bogged down by administrative tasks. Managing your CRM shouldn't feel like a burden slowing you down; with Cirrus Insight, you can gain the flexibility and time needed to refine your sales strategy and connect with a greater number of potential customers. Updating your Salesforce activities can consume a lot of your time, especially when trying to follow up with leads that may not be immediately interested in making a purchase, thus highlighting the need for a more efficient approach.

Responsive (formerly RFPIO) is the global leader in strategic response management software, transforming how organizations share and exchange critical information. Our innovative, best-in-class platform and customer value programs empower companies to accelerate growth, mitigate risk and improve the employee experience. With Responsive, frontline teams deliver superior responses using intelligent technologies to quickly, accurately and automatically manage RFPs, RFIs, security questionnaires (VSQs), due diligence questionnaires (DDQs), risk assessments and all other complex information requests (RFXs).

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.

Tailor your cold emails, streamline follow-ups, and connect with leads on various platforms effortlessly. lemlist serves as your all-in-one solution for sales automation and cold emailing. Whether you have a team of just two or a large group of 200+, lemlist effectively addresses every challenge related to outreach automation. Boost your response rates by interacting with each prospect individually. Craft personalized introductory lines and engaging calls-to-action. Effortlessly incorporate any screenshots, personalized text, or company logos into your email visuals. Create dynamic landing pages and embed videos for added engagement. Initiate robust cold email campaigns, send follow-ups that feel personal rather than generic, and uncover more business opportunities. Elevate your deal-closing potential by engaging leads across multiple channels automatically. With one click, you can make cold calls and reach out to prospects. Incorporate tailored tasks and leverage social selling strategies. Collaborate seamlessly with your team and gain quick insights into the specific stage of each lead's journey. By doing so, you can create a more efficient outreach process.

Nexuscale AI serves as a comprehensive platform designed to automate your B2B sales outreach effortlessly. As a pioneering solution, it combines an up-to-the-minute B2B lead database, an efficient sending mechanism, and genuine AI-driven email personalization into one seamless, self-sufficient sales agent that helps secure qualified meetings for you. This innovative tool not only streamlines your outreach process but also enhances the quality of your interactions with potential clients.

We have developed all the essential features necessary for executing multi-channel outbound campaigns, enabling you to initiate more conversations and successfully close additional deals. Our advanced algorithm identifies missing email addresses and automatically enhances your contact information. You can arrange your contacts into lists and utilize our dynamic smart segments for better organization. Understanding that your business is unique, we offer the option to customize Overloop with personalized fields. By linking your LinkedIn account, you can streamline the process of profile visits, connection requests, and direct messaging. Monitor key metrics such as opens, clicks, visits, bounces, replies, and even out-of-office responses. You can send emails as replies to your prior correspondence for seamless communication. Increase your revenue and minimize time spent on repetitive tasks by establishing effective workflows through a straightforward, visual interface. Task creation is versatile and tailored to your requirements, allowing you to generate various kinds of tasks like actions, calls, or emails, ensuring everything gets accomplished efficiently. Furthermore, our platform empowers you to enhance productivity while maintaining a personalized touch in your outreach efforts.

MaxIQ is an AI-native revenue intelligence platform designed to unify sales, customer success, and revenue operations for B2B SaaS companies. It helps revenue teams manage the entire revenue journey by bringing pipeline visibility, forecasting, and post-sales insights into one unified system. The platform uses artificial intelligence to improve forecast accuracy, automate workflows, and surface deeper insights into deal health and revenue performance. Key capabilities include real-time revenue dashboards, pipeline inspection, conversation intelligence, and unified account visibility across the revenue lifecycle. MaxIQ also captures signals from CRM activity, meetings, and revenue data to help teams prioritize the right deals and opportunities. By turning revenue visibility into execution, MaxIQ empowers sales leaders, RevOps teams, and customer success managers to make better decisions, reduce manual reporting, and identify risks earlier. Businesses use MaxIQ to improve pipeline efficiency, increase forecast accuracy, strengthen sales-to-customer-success handoffs, and drive retention and expansion. The platform integrates seamlessly with existing CRM systems to enrich data, streamline workflows, and provide a complete AI-powered view of revenue operations.

Unlock the full capabilities of your sales and marketing strategy by leveraging actionable insights that can enhance pipeline generation and influence the success of in-quarter deals. People.ai consolidates all revenue-related activity data while enriching each account and opportunity with cutting-edge insights that not only expedite the creation of high-quality pipelines but also enhance the execution of every transaction. Maintain a clear connection with all aspects of account engagement, ensuring that your entire team is aware of who is interacting and identifying opportunities for pipeline acceleration and expansion. Gain a comprehensive understanding of how every individual and action impacts the evolution of a deal, allowing you to offer practical recommendations aimed at boosting representative performance. Our innovative data platform dismantles data silos and employs patented AI technology to draw connections between buyer engagement and seller effectiveness, delivering insights that enhance the intelligence of your entire Revenue Engine. By integrating these insights, you can make informed decisions that drive better results and foster continuous improvement across your sales initiatives.

SalesDirector.ai, a revenue data platform for B2B sales organizations, captures and delivers intelligent sales data and analytics to all revenue stacks. We collect email and calendar data from sales rep activity, and cross-reference that data with CRM data to provide predictive insights about their pipelines and behavior. These insights can be delivered directly to their CRM, or visualized in their favorite BI software (Tableau, Domo Google Data Studio, Power BI, Power BI, or Einstein Analytics). These predictive insights can help sales organizations optimize their opportunity pipelines, increase win-rates, and power their entire revenue stream with reliable, intelligent sales data. Leading companies such as MongoDB and JD Power, Digital Map and Wicresoft use SalesDirector.ai.

Dialpad Sell offers a comprehensive AI-enabled sales outreach solution that empowers reps with real-time coaching, insights, and automation to accelerate the sales cycle. The platform provides live call transcription, sentiment analysis, and keyword detection, enabling sales teams to sharpen their messaging and handle objections effectively. Managers benefit from AI Playbooks and scorecards that optimize coaching and help improve individual and team performance. Dialpad Sell integrates with a wide range of CRM and business tools, including Salesforce, Zendesk, Hubspot, and Microsoft Teams, ensuring smooth workflow integration. Businesses experience significant improvements, such as a 50% increase in post-call efficiency, a 75% boost in coaching effectiveness, and a 22% reduction in rep turnover. Built on a secure, dual-cloud architecture, the platform meets stringent compliance standards including GDPR, HIPAA, and SOC 2. Its robust disaster recovery and 100% uptime SLA provide reliability for enterprises of all sizes. Dialpad Sell helps sales organizations enhance productivity, win more deals, and deliver exceptional customer experiences.

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.

Software designed to assist in the creation and management of a team of intelligent sales robots is available. You can establish a squad of sales robots capable of sending emails, qualifying leads, and enhancing your sales pipeline significantly. Sales Innovator serves as a platform for businesses to assemble a fleet of AI-driven sales robots aimed at improving both outbound and inbound sales efforts. You have the ability to scale to an endless team of AI sales robots that can efficiently handle email communication and lead qualification, thus streamlining your sales process. These robots can serve as the initial point of contact for engaging with prospects who have recently shown interest online, including low-scoring leads and partner referrals. Additionally, they can follow up as the secondary contact after your sales representatives have made initial outreach attempts to highly interested prospects. Furthermore, these robots can initiate proactive communication with leads that have demonstrated interest in the past but have not been contacted for over 90 days, including those marked as closed or lost. The combination of these capabilities ensures that no potential lead is left unattended, maximizing opportunities for conversion.

Lantern functions as an AI-driven revenue platform tailored to assist sales and marketing teams in accelerating and enhancing their deal-closing processes by merging customer, prospect, and intent data into a cohesive system. It features tools like Champion Chaser, which boosts the sales pipeline by detecting signals within existing customers, and Buyer Persona Tracker, which identifies when new buyers enter a target account and automatically fills in their information. The platform's Workflow Engine seamlessly connects with over 50 applications, automating updates in response to customer activities, such as job transitions and call insights, thus enabling teams to proactively seize engagement opportunities. By centralizing various data points, Lantern equips teams with AI-powered insights, optimizes sales tools, and drives remarkable growth. Additionally, the platform is built with SOC II security standards and allows for rapid deployment alongside numerous integrations, making it an ideal choice for organizations looking to enhance their sales effectiveness. Furthermore, the intuitive interface and comprehensive support ensure that teams can maximize the platform’s capabilities with minimal disruption.

LeadLoft serves as a comprehensive sales engagement solution tailored for businesses seeking to optimize their lead generation, outreach efforts, and customer relationship management (CRM). By combining essential tools for prospect identification, automated messaging, and sales tracking, LeadLoft equips sales teams with the capabilities to effectively discover and engage potential clients through various platforms while managing their sales pipeline seamlessly from one central dashboard. Notable functionalities include automation for LinkedIn to broaden network connections, an email finder that ensures access to verified addresses of prospects, and a database featuring over 100,000 investors, including venture capitalists and angel investors. Additionally, the platform provides a unified inbox that aggregates communications from different channels, CRM tracking to oversee sales progression, and an AI Playbook Builder that allows users to quickly generate detailed outbound strategies. This comprehensive approach not only enhances efficiency but also empowers sales professionals to achieve better results in their outreach endeavors.

Octave provides a significant advantage in real-time by automatically adjusting your outbound playbook in response to live customer signals, shifts in your ideal customer profile, and your specific market dynamics; it seamlessly integrates with your go-to-market stack, learns from every interaction and market signal, and continually refines your outbound efforts, ensuring that every engagement aligns with your strategy, positioning, personas, use cases, and insights, thus allowing you to scale rapidly with effective messaging. Additionally, Octave stands out as the pioneering AI platform that transcends mere personalization by incorporating rich, real-time context into all interactions with prospects and customers, effectively transforming your ideal customer profile into actionable insights and coordinating messaging across various clients. It also facilitates the sharing of self-optimizing templates among teams to ensure cohesion and speed, while deploying a dedicated team of AI agents tasked with gathering comprehensive intelligence on each prospect, all while adapting messaging at the pace of change, ensuring it evolves in tandem with your product. As a result, your outreach becomes not only more efficient but also more impactful in a competitive landscape.

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.

Ruby AI is an advanced, cloud-based sales strategist that enhances the speed of deal-making by quickly generating bespoke, insight-driven sales playbooks tailored to any prospective client. By simply providing a few inputs without needing any prompts, Ruby develops customized, multi-faceted strategies that encompass initial outreach, discovery inquiries, objection management, ROI forecasts, implementation strategies, competitive analysis, and closing techniques. Functioning as a top-tier sales mentor, Ruby continuously refines its strategies based on specific account notes or conversation transcripts, and it can also create ready-to-send presentations and summaries for every phase of the sales journey. Moreover, as a thorough account research tool, Ruby assembles comprehensive 360° profiles of target organizations, which include details about their background, workforce dynamics, recent developments, financial health, and key contacts. Users have the ability to ask in-depth questions regarding accounts and quickly receive strategic documents, actionable plans, and competitive intelligence within seconds. This innovative tool not only streamlines the sales process but also empowers sales teams to make informed decisions with confidence.

Qoris AI transforms enterprise operations by offering a coordinated suite of intelligent agents—Sales, Knowledge, Service, and the upcoming Thinking Agent™—that automate sales, support, and internal knowledge tasks in one integrated platform. Instead of juggling disconnected chatbots, automation tools, and support systems, Qoris acts as a unified OS where agents share context, data, and insights across every touchpoint. Its Sales Agent converts traffic and books meetings 24/7, while the Knowledge Agent turns PDFs, SOPs, and internal guides into instant, cited answers for employees. The Service Agent empowers organizations to automate customer support across multiple channels, improving response times and reducing support costs. The Thinking Agent™, arriving in Q1 2026, elevates the system by turning a simple business goal (like reducing churn or boosting conversions) into KPIs, strategies, and multi-agent execution. Qoris AI is designed for fast deployment with no developer effort required, making it accessible to both startups and large enterprises. With secure infrastructure, shared data layers, and real-time analytics, businesses can scale their automations without complexity or vendor lock-in. The result is a single AI foundation that aligns teams, lowers operational overhead, and accelerates revenue growth.

PlusVibe.ai is a cutting-edge platform that harnesses artificial intelligence to automate the cold email outreach process, effectively managing everything from warming up inboxes and finding leads to executing smart campaigns and handling replies. By enabling users to automate highly effective cold email sequences with tailored messaging and AI-crafted icebreakers, it minimizes manual tasks while enhancing response rates. The platform features secure email warm-up capabilities that simulate genuine human interactions, thereby enhancing sender reputation and preventing emails from landing in spam. With advanced deliverability optimization, including monitoring and IP rotation, PlusVibe ensures messages reach their intended recipients, while built-in email verification helps to decrease bounce rates. Users can also effortlessly enrich prospect data, scrape contact and company information with a single click, and create personalized outreach strategies based on insights derived from profiles. Additionally, PlusVibe centralizes replies from various inboxes, enriches these responses with sentiment and intent analysis, and automates the handling of follow-ups, bounces, and out-of-office replies, making the outreach process even more efficient. This comprehensive tool is designed to empower users in their outreach efforts, ensuring they maintain effective communication with their prospects.

SponsorFlo AI is an advanced platform designed for managing sponsorships, utilizing artificial intelligence to enhance and simplify every aspect of sponsorship processes. This innovative tool enables teams to quickly produce professional proposals that are well-branded within minutes and generate realistic mockups of sponsor logos on various assets almost instantly, while also allowing for the tracking of engagement and performance through real-time analytics. Among its suite of intelligent features are the automated extraction of important terms and dates from uploaded contracts, AI-assisted drafting of emails and follow-ups, and a centralized dashboard for managing partners and contracts, all of which contribute to efficient deliverable tracking and insights on ROI and revenue. The platform employs machine learning to effectively score leads, fine-tune pricing and packages, and offer predictive insights aimed at enhancing conversion rates and fostering long-term partnerships. Additionally, it seamlessly integrates with widely-used tools such as email services, calendars, and CRM systems, thereby creating a cohesive ecosystem for sponsor communications and operations. Detailed reporting capabilities are also included, empowering teams to showcase their portfolio's performance and make informed, data-driven choices for future strategies. By leveraging cutting-edge technology, SponsorFlo AI stands out as a comprehensive solution for organizations looking to elevate their sponsorship management efforts.