Find and compare the best Artificial Intelligence software for Salesforce in 2026
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Use the comparison tool below to compare the top Artificial Intelligence software for Salesforce on the market. You can filter results by user reviews, pricing, features, platform, region, support options, integrations, and more.
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Steerlab
Steerlab
Steerlab is a cutting-edge platform that utilizes artificial intelligence to streamline and improve the way organizations respond to Requests for Proposals (RFPs) and security questionnaires. By harnessing sophisticated AI algorithms, Steerlab can automatically generate more than 80% of the necessary responses, guaranteeing that the answers provided are accurate, well-supported, and free from inaccuracies. The platform includes an automatically managed content library that ensures that internal knowledge bases are continuously updated, thus removing the need for manual maintenance. Users have the ability to monitor and oversee their progress, as well as contribute, comment, and collaborate effortlessly, all within a secure framework that adheres to the highest security protocols. Steerlab also offers integration with multiple tools and features additional utilities like a Chrome extension and a Slack bot. Furthermore, the platform delivers valuable insights, such as data-driven win probabilities and detection of competitor biases, allowing teams to concentrate on the most promising opportunities. Ultimately, Steerlab aims to revolutionize the process of responding to RFPs and vendor questionnaires, empowering businesses to secure more contracts through the application of artificial intelligence. With its innovative approach, Steerlab is set to redefine industry standards for proposal management. -
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SalesAPE.ai
SalesAPE.ai
Create your own AI sales representative that mimics the top performers on your team, effectively developing, qualifying, and closing sales leads around the clock. Your AI agents will proactively engage with customers before your competitors have the chance, ensuring you stay ahead in the marketplace. You will have access to a dedicated platform designed to build goal-driven AI agents while also allowing you to track their performance seamlessly. The user-friendly analytics interface provides valuable insights into customer behavior, enabling your team to refine their sales techniques based on real-time data. This empowers your sales force with profound knowledge to enhance their skills without the need for extensive developer support, making it easy for them to excel in their roles. The system is consistently updated with the latest features and improvements. Recognizing that every successful sales journey starts with meaningful personal interactions, we address the challenge of sales agents often being overwhelmed with their responsibilities, which can lead to missed opportunities with new leads. With custom-trained AI tailored for seasoned sales teams, this solution integrates smoothly into your existing HubSpot sales workflows, ensuring that you never miss a chance to connect with potential customers. -
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Talk:if
Talk:if
Envision an agent capable of simultaneously assisting countless customers. We serve as an AI-driven agent, enhancing your business's effectiveness through immediate access to information, tailored suggestions, and automated processes. These intelligent agents not only provide real-time insights and customized recommendations but also streamline solutions to bolster overall efficiency. The platform consolidates customer data, delivering a holistic 360-degree perspective that equips agents with essential information for every engagement. Key features include zero wait times and the ability to effortlessly manage surges in call volumes, significantly improving the customer experience by removing delays and confusion. Furthermore, it seeks to drive sales by optimizing customer service and elevating agent morale through the automation of repetitive tasks. Amplify your operational productivity with advanced conversation analytics and reporting tools that help identify challenges, track performance, and empower data-informed decision-making. Additionally, this innovative system fosters a more responsive and agile business environment, paving the way for sustained growth and customer satisfaction. -
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Inventive AI
Inventive
With Inventive’s cutting-edge AI system, you can produce initial drafts ten times quicker, providing precise answers based on your established knowledge bases, which your team can collaboratively enhance. The platform serves as a centralized repository for all your knowledge assets, allowing you to upload past RFPs and pertinent documents while seamlessly integrating with internal data systems like Google Drive and SharePoint. You can also import Q&A from older tools or spreadsheets and include information directly from your websites. Inventive’s AI content manager takes an active role in identifying conflicting information by flagging inconsistencies in your sources, ensuring that only current and relevant content is utilized in your outputs. The comprehensive suite of AI agents offered by Inventive is tailored to enhance productivity and provide a competitive edge, assisting with tasks such as competitor research, idea generation, and a variety of additional functions. You can effortlessly invite team members to collaborate on any project by setting customizable permission levels, making it easy to assign tasks, leave feedback, and optimize project management for better efficiency. This integrated approach not only improves collaboration but also drives innovation within your team. -
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Bidhive
Bidhive
Develop a comprehensive memory layer to thoroughly explore your data. Accelerate the drafting of responses with Generative AI that is specifically tailored to your organization’s curated content library and knowledge assets. Evaluate and scrutinize documents to identify essential criteria and assist in making informed bid or no-bid decisions. Generate outlines, concise summaries, and extract valuable insights. This encompasses all the necessary components for creating a cohesive and effective bidding organization, from searching for tenders to securing contract awards. Achieve complete visibility over your opportunity pipeline to effectively prepare, prioritize, and allocate resources. Enhance bid results with an unparalleled level of coordination, control, consistency, and adherence to compliance standards. Gain a comprehensive overview of the bid status at any stage, enabling proactive risk management. Bidhive now integrates with more than 60 different platforms, allowing seamless data sharing wherever it's needed. Our dedicated team of integration experts is available to help you establish and optimize the setup using our custom API, ensuring everything runs smoothly and efficiently. By leveraging these advanced tools and resources, your bidding process can become more streamlined and successful. -
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Graip.AI
Graip.AI
Graip.AI is an advanced platform for document processing that utilizes self-learning artificial intelligence to optimize complex workflows and minimize errors effectively. It features a solution that does not require templates, which is customized for unique business processes and can accurately identify all data from a wide range of document types, whether they are structured, semi-structured, or unstructured. With support for over 140 languages and the ability to interpret handwritten text, Graip.AI integrates effortlessly with existing business applications through API connections, significantly improving both operational efficiency and accuracy. The platform boasts a no-code interface, a library of pre-trained documents, and round-the-clock customer support, ensuring a straightforward and dependable user experience. By automating the processes of document capture, classification, extraction, validation, and integration, Graip.AI empowers organizations to make data-driven decisions based on thorough analysis. Furthermore, it facilitates the development of a fully automated end-to-end processing workflow, eliminating the need for manual execution of repetitive business tasks and ultimately driving productivity. -
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SRE.ai
SRE.ai
SRE.ai is an innovative automation platform driven by AI, specifically designed for teams developing on Salesforce. It features AI agents that optimize DevOps processes, facilitating key tasks such as continuous integration, continuous deployment, testing, and managing releases. These agents are customizable to align with unique workflows, which aids in speeding up deployments, resolving errors, and conducting thorough release simulations. By seamlessly integrating with existing tools for communication, ticketing, and version control, SRE.ai boosts productivity and simplifies the complexities associated with releases. Additionally, the platform includes essential functionalities like efficient backups and disaster recovery solutions to protect against potential data loss. With its foundation laid by former engineers from Google Research and DeepMind, SRE.ai enjoys the support of prominent investors and is currently honing its focus on the Salesforce ecosystem. Our agents undergo rigorous quality assessments and include measures to prevent inaccuracies. Moreover, users have the flexibility to configure workflow stages to incorporate human oversight, ensuring a balanced approach between automation and human intervention. This adaptability helps teams to work more efficiently and effectively within their development environments. -
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Ultimate
Zendesk
Enhance your support efficiency with the power of generative AI, allowing you to automate over 80% of customer inquiries across a variety of digital platforms through advanced AI-driven bots. By leveraging Ultimate’s AI agents, you can effortlessly improve customer experience, empower your support team, and optimize operational effectiveness. Embark on a journey toward scalable support excellence with Ultimate's AI solutions. As part of the Zendesk ecosystem, we offer the resources, expertise, and strategies necessary to achieve over 80% automation in your digital support interactions, including chat, email, and messaging. Discover the simplest approach to initiate support automation. By integrating UltimateGPT with your help center, you can create a bot designed to handle inquiries, escalate issues to a human agent when necessary, all without the need for training or ongoing maintenance, ensuring a seamless experience. Plus, this integration allows for continuous improvement and adaptation to evolving customer needs. -
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Streamline AI
Streamline AI
Streamline AI is an advanced platform designed for in-house legal teams, focusing on intelligent intake, triage, and workflow automation. It offers self-service solutions tailored to your specifications and is not intended to replace legal representation by a law firm. The platform includes features like AI-driven contract analysis, automation of workflows, matter management, comprehensive analytics, and seamless integration with existing systems. With its no-code functionality, Streamline AI empowers users to design personalized intake forms that respond to user inputs, efficiently directing requests to expedite the review and approval processes. By centralizing all incoming requests, the platform serves as a single source of truth, enabling effective management of legal issues from initiation to resolution, while also providing real-time insights into request categories, current review phases, and approval progress. Furthermore, Streamline AI enhances collaboration between legal departments and business stakeholders by offering a unified space for all request details and communication threads, fostering better interactions and transparency throughout the process. -
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FinCastAI
FinCastAI
$100FinCastAI, a chat-based platform for SaaS founders simplifies complex financial and user data to actionable insights. It integrates with tools such as Stripe, HubSpot and QuickBooks to gather and analyze metrics like MRR and churn. FinCastAI is different from traditional platforms, which provide raw data. It focuses on the answers and helps you understand what those numbers mean. FinCastAI provides insights in plain English, complete with visualizations, whether you're benchmarking industry standards, identifying performance underperformance, or optimizing revenues. It's a fast, intuitive tool that was built for founders by founders to help them make better decisions and accelerate their growth. -
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Tapistro
Tapistro
Tapistro is re-imagining GTM Orchestration in the AI era. Tapistro's AI-powered platform transforms how businesses collect, analyze, and leverage customer data: Intelligent Data Unification Our AI agents integrate signals from multiple sources, applying advanced intelligence to create comprehensive customer profiles. This enables personalized outreach campaigns at scale. Advanced Research Capabilities Deploy AI agents to extract insights about target accounts and individuals using publicly available data, accelerating market research and prospecting. Strategic Account Management - Connect diverse data sources - Create unified views across intent and engagement channels - Dynamically track account landscapes CRM Enhancement Automatically refresh your CRM with real-time data on existing and potential accounts, keeping information current and actionable. Centralized Prospect Intelligence Build a Prospect Data Platform with 360-degree profiles for all accounts and contacts. Centralize and optimize your total addressable market (TAM) with unprecedented precision. Tapistro: Transforming market intelligence through AI-driven insights. -
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Refold
Refold AI
Refold.ai is a full-stack AI integration platform that solves enterprise integration challenges by automating workflow creation, data mapping, and testing across hybrid environments. It enables software teams to build complex multi-step workflows and manage legacy systems such as SAP, Oracle Fusion, and Workday Finance with ease. Its unique memory graph technology anticipates API version conflicts and endpoint failures while offering real-time adaptation and self-healing workflows. Refold’s marketplace supports instant integration with 100+ enterprise applications, complemented by seamless authentication, audit trails, and observability features. The platform can be deployed on cloud, self-hosted, or within customer environments, supporting major cloud providers and air-gapped networks. Refold accelerates integration delivery, helping teams reduce delays, improve scalability, and win enterprise deals faster. Use cases include solution engineering to build demos, professional services to speed delivery, product teams to embed integrations, and AI teams powering internal agents. With certifications like SOC 2, ISO 27001, GDPR, and HIPAA compliance, Refold ensures enterprise-grade security. -
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BlueFlame AI
BlueFlame AI
BlueFlame AI serves as an innovative platform powered by artificial intelligence designed for knowledge management and productivity, aimed at helping alternative investment managers enhance their strategic decision-making processes both in speed and quality. By integrating enterprise search capabilities, AI-driven chat agents, and management tools for DDQs, along with pre-designed workflows, BlueFlame AI allows firms to dedicate more time to crucial strategic choices. Users can swiftly locate necessary information by searching through a diverse array of internal documents, external systems, and publicly available resources. The platform enables users to gain more comprehensive insights, improve their analyses, and generate content utilizing top-tier AI models. Furthermore, BlueFlame AI streamlines the management of DDQs and RFPs, covering everything from the creation of responses to the approval processes and content exportation. With pre-built workflows that can execute multiple commands simultaneously and retrieve data from various sources, firms can significantly boost their productivity and operational efficiency. This holistic approach not only simplifies tasks but also empowers firms to make well-informed decisions with greater confidence. -
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Skypher
Skypher, Inc.
Effortlessly convey your security stance to clients and prospects while streamlining your processes. With Skypher’s AI-driven security questionnaire automation software, you can save precious time and close more deals. This innovative AI Questionnaire Automation Tool empowers you to tackle intricate questionnaires with just a single click, freeing up hours of your day. Centralize and manage all your security information—from knowledge bases and documents to past projects and custom online wikis or external data sources—within one comprehensive platform. Not only will this approach accelerate the initiation of your proofs of concept and contracts, but it will also enhance the trust your clients place in you regarding cybersecurity matters. Harness the capabilities of AI in a user-friendly, collaborative environment equipped with detailed access controls, allowing you to complete and return questionnaires in under two hours. This efficiency positions you as a leader in the cybersecurity field, ensuring that your clients feel secure and informed. -
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Alisha AI SDR
floworks
Floworks is a sales automation platform driven by artificial intelligence, specifically designed to optimize the B2B outbound sales process. Central to this platform is Alisha, an AI Sales Development Representative (SDR) that utilizes the advanced Thor V2 Large Language Model (LLM). Alisha efficiently automates the lead generation process by pinpointing prospects that align with ideal customer profiles, drawing from an extensive database containing over 275 million contacts. By analyzing more than 180 sources for real-time lead data, she crafts highly personalized emails that significantly boost engagement and response rates. Additionally, Alisha oversees omnichannel outreach efforts, which encompass email, phone calls, and SMS, while also automating the scheduling of meetings through seamless integration with widely used calendar applications like Calendly and Google Calendar. This all-encompassing strategy empowers sales teams to devote their efforts to high-value tasks, thereby enhancing productivity and ultimately leading to improved conversion rates. With Alisha at the helm, sales professionals can expect a more streamlined process that not only saves time but also increases the likelihood of successful deals. -
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Valona Intelligence
Valona Intelligence
Valona Intelligence, a leading provider of market and competitive intelligence solutions, combines generative AI and expert analysis to provide crucial and relevant insights for large companies and manufacturers. Valona has over 20 years' experience and maintains a database of unique, industry-specific data sources. They monitor the global business environment 24 hours a day. The platform includes AI-powered tools, such as the AI Research Assistant, which converts relevant insights into executive summaries that can be used to make decisions. It also offers trend radars, which allow users to map out and visualize alternative scenarios. Valona dashboards are tailored for C-suite executives and key stakeholders, providing daily, personalized insights. The platform supports more than 100 languages and provides English summaries for global insights. It also integrates seamlessly with existing system through numerous connectors. -
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Unity Catalog
Databricks
The Unity Catalog from Databricks stands out as the sole comprehensive and open governance framework tailored for data and artificial intelligence, integrated within the Databricks Data Intelligence Platform. This innovative solution enables organizations to effortlessly manage structured and unstructured data in various formats, in addition to machine learning models, notebooks, dashboards, and files on any cloud or platform. Data scientists, analysts, and engineers can securely navigate, access, and collaborate on reliable data and AI resources across diverse environments, harnessing AI capabilities to enhance efficiency and realize the full potential of the lakehouse architecture. By adopting this cohesive and open governance strategy, organizations can foster interoperability and expedite their data and AI projects, all while making regulatory compliance easier to achieve. Furthermore, users can quickly identify and categorize both structured and unstructured data, including machine learning models, notebooks, dashboards, and files, across all cloud platforms, ensuring a streamlined governance experience. This comprehensive approach not only simplifies data management but also encourages a collaborative culture among teams. -
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Multimodal
Multimodal
Multimodal specializes in the creation and management of secure, cohesive, and customized AI automation solutions specifically designed for intricate workflows within the financial sector. Our robust AI agents leverage proprietary company data to enhance accuracy and function collectively as your digital workforce. These advanced agents are capable of processing various documents, querying databases, powering chatbots, making informed decisions, and generating comprehensive reports. They excel at automating entire workflows and possess the ability to learn independently, continuously enhancing their performance. The Unstructured AI component acts as an Extract, Transform, Load (ETL) layer, adeptly handling complex, unstructured documents for applications like RAG or other AI-driven uses. Our Document AI is meticulously trained on your specific schema to efficiently extract, label, and organize data from diverse sources including loan applications, claims, and PDF reports. Additionally, our Conversational AI functions as a dedicated in-house chatbot, utilizing unstructured internal data to deliver effective support to both customers and employees. Furthermore, Database AI interfaces with company databases to respond to inquiries, interpret data sets, and offer valuable insights that can drive decision-making. This comprehensive suite of AI capabilities aims to streamline operations and enhance productivity across various financial services. -
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Unifonic
Unifonic
Unifonic is an innovative platform driven by artificial intelligence, designed to foster personalized engagement with customers across multiple channels. It supports a variety of communication methods, such as SMS, WhatsApp, Messenger, push notifications, and voice calls, enabling businesses to interact with their clients via their preferred communication avenues. With over 100 native integrations with popular tools like Salesforce, HubSpot, and Shopify, it streamlines workflow automation effectively. Additionally, Unifonic's Flow Studio features ready-made templates for common scenarios, including abandoned cart notifications, one-time passwords, and chatbot integration, making it easier to set up automated processes. This platform not only boosts marketing initiatives but also enhances IT and operational efficiency through low-code development capabilities, while providing round-the-clock AI-driven customer support. Unifonic serves a global market, boasting an impressive 95% coverage, having dispatched over 25 billion messages, and catering to a client base of more than 5,000 businesses, showcasing its extensive impact in the industry. Furthermore, its commitment to innovation ensures that businesses can adapt to the evolving demands of customer engagement. -
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Lanai
Lanai
Lanai serves as an AI empowerment platform aimed at assisting enterprises in effectively navigating the challenges associated with AI adoption by offering insights into AI interactions, protecting confidential data, and expediting successful AI projects. It encompasses features such as AI visibility to help uncover prompt interactions across various applications and teams, risk monitoring to ensure compliance and detect potential vulnerabilities, and progress tracking to evaluate adoption relative to strategic objectives. Furthermore, Lanai equips users with policy intelligence and guardrails to proactively protect sensitive data and maintain compliance, along with in-context protection and guidance that facilitates proper query routing while preserving document integrity. To further enhance AI interactions, the platform provides smart prompt coaching for immediate assistance, tailored insights into leading use cases and applications, and comprehensive reports for both managers and users, thereby promoting enterprise adoption and maximizing return on investment. Ultimately, Lanai aims to create a seamless bridge between AI capabilities and enterprise needs, fostering a culture of innovation and efficiency within organizations. -
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Dendrite
Dendrite
Dendrite is a versatile platform that operates independently of any specific framework, allowing developers to design web-based tools for AI agents that can authenticate, interact with, and gather data from any online source. This innovative system mimics human browsing actions, which aids AI applications in navigating websites and retrieving information effortlessly. It features a Python SDK that equips developers with essential resources to create AI agents capable of engaging with web elements and extracting relevant data. Dendrite’s adaptable nature ensures it can seamlessly fit into any technology stack, making it an ideal choice for developers looking to improve the web interaction abilities of their AI agents. The Dendrite client synchronizes securely with website authentication sessions already established in your local browser, eliminating the need to share or store sensitive login information. Additionally, the Dendrite Vault Chrome Extension allows users to safely share their browser-based authentication sessions with the Dendrite client, further enhancing convenience and security. Ultimately, Dendrite empowers developers to create intelligent web interactions, streamlining the integration of AI into everyday online tasks. -
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O-mega
O-mega
O-mega stands out as the first-ever productivity platform tailored specifically for multi-agent teams, empowering organizations to create AI agents that can operate independently. These intelligent agents are engineered to perform actions safely and judiciously, understanding the appropriate tools and conditions necessary for task completion. They work seamlessly across various processes, departments, roles, and levels of authorization, all while maintaining an awareness of the organization's mission, guidelines, and industry regulations. O-mega provides universal connectivity for agents to engage with any platform, API, web browser, or legacy system, such as Slack, GitHub, Dropbox, Google, Microsoft, AWS, Shopify, Salesforce, Stripe, WordPress, LinkedIn, Twitter, YouTube, Discord, Apple, WhatsApp, and many others. This extensive connectivity facilitates the automation of a wide range of business processes through agentic process automation, enabling AI agents to manage tasks that include writing and publishing content, processing invoices, onboarding new team members, and creating weekly financial summaries. Ultimately, O-mega redefines efficiency by allowing organizations to leverage AI for streamlined operations and enhanced productivity. -
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Liminal
Liminal
Liminal provides regulated businesses with the tools to securely implement and utilize generative AI for a variety of applications. By choosing Liminal, organizations gain full oversight of the data they provide to large language models, whether it's through direct engagement, using pre-existing software integrated with generative AI, or developing custom applications that harness these capabilities. The platform is model-agnostic and horizontal, effectively mitigating risks associated with regulatory compliance, data security, and reputation. This versatility extends to every model, application utilized, and those being developed. Organizations can enhance productivity while empowering their teams to safely harness generative AI across various environments, including websites, desktop applications, and more, all while ensuring stringent data security, governance, and monitoring. By embracing Liminal, enterprises can confidently navigate the complexities of generative AI, experiencing its benefits in a manner that is both secure and economically efficient. -
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Swan
Swan
Swan is an innovative platform powered by artificial intelligence that converts anonymous visitors to websites into viable sales prospects. By leveraging a distinct blend of various data providers, it achieves an impressive success rate of 50%-70% in identifying visitors, thereby maximizing reach and effectiveness. The platform employs AI agents to autonomously qualify leads, analyzing data from over 20 B2B sources to highlight accounts with the greatest potential for businesses. Swan enhances its outreach by incorporating in-depth research from platforms like LinkedIn, job boards, and news outlets, ensuring that the messaging is personalized and feels genuine. Furthermore, it interacts with leads through multiple channels, strategically passing high-interest prospects to sales teams at the most opportune times, thereby optimizing the sales process and increasing conversion rates. This multifaceted approach not only improves lead qualification but also ensures that businesses can connect with their ideal customers more effectively. -
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Cust AI
Cust AI
$400 per monthCust is an innovative platform that utilizes artificial intelligence to significantly boost the productivity and performance of Customer Success Managers (CSMs) by streamlining various responsibilities and facilitating tailored customer interactions. Through the use of AI agents, the platform conducts customer research, suggests optimal next steps, executes those actions with a single click, derives insights from conversations, rectifies contact information, and automates data entry processes. This methodology empowers CSMs to deliver personalized experiences to a broader range of clients, including those smaller accounts that typically receive less focus. Unlike conventional email automation tactics that often lead to minimal engagement—where generic mass emails garner response rates of under 1% and struggle with managing replies—Cust fosters individualized, one-on-one dialogues that achieve around 30% reply rates while automatically handling incoming responses. By bridging the gap between clients and CSMs, Cust transforms customer relationships, allowing for a deeper and more meaningful connection.