Best AI Sales Agents for 2025

Explore the top AI sales agents transforming business sales in 2025, enhancing efficiency, lead generation, and revenue growth.

Best AI Sales Agents for 2025

AI sales agents are transforming how businesses sell in 2025. These tools save time, boost efficiency, and drive revenue by automating tasks like lead qualification, personalized outreach, and sales forecasting. Below is a quick overview of the top platforms and their standout features:

  • Artisan: Automates 80% of outbound sales tasks with a database of 300M+ verified contacts.
  • Crystal: Uses personality insights to increase outbound response rates by 68%.
  • Clari: Offers 98% forecast accuracy and reduces slipped deals by 39%.
  • Clay: Enriches data from 100+ sources, improving lead scoring and outreach.
  • Lavender: Optimizes email outreach, increasing reply rates by 42%.
  • Instantly: Automates email campaigns with advanced deliverability tools.
  • Linked Helper: Focuses on LinkedIn automation, improving engagement by 18%.
  • Conversica: Handles natural, multi-turn sales conversations with AI.
  • Outreach: Uses AI to predict deal closures with 81% accuracy.
  • Dialpad: Provides real-time call coaching and sentiment analysis.
  • Avoma: Automates meeting insights and cuts manual work by 70%.
  • Fathom: Turns meeting conversations into actionable insights with AI transcription.

Quick Comparison

Platform Key Feature Integration Scope Starting Price Best For
Artisan Outbound sales automation Salesforce, HubSpot Custom Quote B2B sales teams
Crystal Personality insights Gmail, LinkedIn $49/month Relationship selling
Clari Revenue forecasting Enterprise-grade Custom Quote Large organizations
Clay Data enrichment 75+ platforms $149/month Data-driven sales teams
Lavender Email optimization Gmail, Outlook, HubSpot $27/month Email-centric teams
Instantly Email automation CRM platforms $37/month Multi-channel outreach
Linked Helper LinkedIn automation Major CRM systems $15/month LinkedIn-focused teams
Conversica Conversation AI CRM, MAP platforms Custom Quote Mid-market businesses
Outreach Sales engagement tools Salesforce, Dynamics 365 Custom Quote Enterprise sales teams
Dialpad Real-time call insights CRM, Help Desk tools Custom Quote Phone sales teams
Avoma Meeting intelligence CRM platforms $19/month Meeting-focused teams
Fathom AI-powered meeting insights Zoom, Teams, CRMs $15/month Customer-facing teams

These tools cater to businesses of all sizes, from startups to enterprises, helping teams save time and close more deals. Choose based on your sales process, team size, and budget.

The BEST AI Tools for Sales in 2025

1. Artisan

Artisan

Artisan stands out in the 2025 AI sales market with its AI-first platform designed to simplify outbound sales workflows. Its AI sales agent, Ava, automates 80% of BDR tasks, enabling sales teams to concentrate on more strategic activities.

The platform boasts a B2B database of 300 million verified contacts, supporting targeted outreach across channels like email and LinkedIn. With its Personalization Waterfall technology, Artisan ensures communications are highly tailored to the recipient.

Here’s how companies have benefited:

Company Results Key Outcome
Bioaccess 1.2% positive response rate Better merchant engagement
hpy 2.8% positive response rate Steady flow of quality leads

Artisan combines several essential sales tools, including:

  • Email deliverability solutions
  • Data mining features
  • Personalization tools
  • LinkedIn automation
  • Advanced analytics dashboard

"We're getting a 2.8% positive response rate on Artisan and often are surprised with how many quality leads we're getting." - Tess Fenn, Communications & Growth Strategist, hpy

The platform continuously improves based on user feedback and performance data, ensuring campaigns become more effective over time.

To get the most from Artisan, businesses should define a clear Ideal Customer Profile (ICP) to fine-tune Ava’s targeting. Starting with smaller, focused campaigns allows users to test the system’s effectiveness before scaling up automation as the platform learns and adjusts.

Artisan integrates with popular CRM platforms like HubSpot and Salesforce. It also includes an email warmup feature to maintain strong sender reputation scores.

"Artisan integrates valuable local business data, supporting our efforts to engage merchants in a meaningful way." - Julio Martinez-Clark, CEO, Bioaccess

With its ability to generate sales opportunities around the clock, Artisan is a powerful tool for businesses looking to scale their outbound efforts.

2. Crystal

Crystal

Crystal is an AI platform designed to deliver personality-driven insights using public data. It creates detailed personality profiles to help users communicate more effectively by understanding communication styles and decision-making preferences.

Here’s how Crystal impacts key metrics:

Metric Improvement
Outbound Response Rates 68% increase
Lead Conversion 31% increase
Meeting Booking Rate 12% increase
Relationship Building Speed 35% faster

With a Chrome extension, Crystal integrates seamlessly with LinkedIn and Gmail, offering real-time personality insights and message suggestions directly in your workflow. For example, HighRadius reported a 31% boost in top-of-funnel lead conversion in their first two quarters using Crystal.

"Crystal is like magic. It gives us x-ray vision - allowing us to see and understand someone really quickly..."
– Matt Kesby, Founder, GoTeam

Crystal offers several pricing plans to cater to different needs:

  • Free Plan: Basic assessments.
  • Premium Plan: $49/month with advanced features and 200 annual profile views.
  • Business Plan: Custom pricing with dedicated support.

The platform’s Writing Assistant feature provides real-time advice on word choice, phrasing, and tone. This ensures every sales message aligns with the recipient’s preferences, a crucial advantage since 84% of buyers value personalized communication.

"They're (stakeholders) really leaning forward based on the way that we've changed our approach using the information we gather through Crystal Knows."
– Nicole Bergen, Founder, Elevate Marketing

Crystal addresses a common challenge: 82% of B2B buyers believe sales reps are often unprepared for interactions. The platform integrates with major tools like Salesforce, HubSpot, LinkedIn, and Gmail. By leveraging the DISC personality framework, Crystal helps teams enhance emotional intelligence, fostering stronger client relationships and better sales results.

Next, we’ll take a closer look at Clari’s approach to sales automation.

3. Clari

Clari

Clari is a Revenue Orchestration Platform that handles over $4 trillion in revenue across more than 1,500 enterprises. At its core are advanced AI tools like Clari Copilot, designed to streamline and optimize sales processes.

Key Performance Metrics Results
Deal Closing Speed 20% faster
AI Deal Summary Usage 572% increase
Forecast Accuracy 98% accuracy
Slipped Deals (Globalization Partners) 39% reduction
Win Rates (Webflow) 19% increase

Clari Copilot provides real-time coaching, AI-powered CRM recommendations, and concise deal summaries, helping sales teams make quicker and more accurate decisions.

"From the frontline manager to RVPs, our CEO, and up to the board, Clari's the interface to our entire revenue organization. The ability to all see the business in the same view, at the same moment in time, and take action is incredibly powerful."
– Thomas Hansen, President at Amplitude

Real-world results speak volumes about Clari's effectiveness. SentinelOne achieved 98% forecast accuracy within just two weeks using Clari Forecast, and Databricks saw a 169% increase in closed slipped deals.

Key Features

  • Automated pipeline management
  • Predictive analytics
  • AI-driven decision-making

"I haven't found anything besides Clari that is this combination of business intelligence, operational control, and AI predictability all in one, that's intuitive and easy to use, with no real training needed. That's a unicorn, for sure."
– Rob Rosenthal, CRO at Bloomreach

Clari integrates seamlessly with Salesforce and other essential revenue tools, offering a complete dataset for efficient business analysis. Planview CFO Todd Sanders has highlighted how this integration supports actionable insights and enhanced decision-making. This capability has made Clari a go-to solution for industry leaders aiming to drive consistent revenue growth.

"Clari is the only platform that helps Okta unify the workflows that drive revenue, ensuring every rep, manager, and leader knows where to focus and what actions to take to create, convert, close, and retain revenue."
– Todd McKinnon, CEO, Okta

4. Clay

Clay

Clay takes lead research and data enrichment to the next level, building on the foundation set by Clari's revenue orchestration. Acting as an AI-powered sales assistant, Clay simplifies these tasks with precision. It connects to over 100 premium data sources and integrates smoothly with major CRM platforms, making it a go-to tool for modern sales teams.

Here's a closer look at Clay's performance and capabilities:

Key Metrics Performance
Monthly AI Agent Runs 140M+
Data Source Coverage 100+ providers
Enrichment Coverage (OpenAI) Increased from 40% to over 80%
Community Size 20k+ members
User Rating 4.9/5

Clay’s AI research agents handle critical sales tasks like spotting fraudulent domains, refining lead scoring, and tracking buying signals to prioritize outreach effectively.

"Clay has one of the most practical and exciting applications of AI, in a decades-old practice that has long been stale."
– Keith Jones, GTM Systems Lead, OpenAI

The platform's impact is clear in real-world examples. OpenAI, for instance, improved its enrichment coverage significantly - from just over 40% to more than 80%. Another success story is Coverflex, which added over 200 demos monthly and increased team output by five times.

Success in Enterprise Implementation

"Not having Clay would hugely reduce our ability to run good outbound campaigns. We wouldn't be calling people as much, because it's hard to get good phone numbers. We wouldn't be emailing as much, because we'd be likely to bounce or go to spam. With Clay, we have a reliable source of data enrichment and can run dynamic, multi‑touch outreach sequences."
– Julien Reiman, Head of Sales, Baseten

Clay offers flexible pricing plans to fit different business needs:

Plan Monthly Price Annual Price Credits/Month
Free $0 $0 100
Starter $149 $134 2,000
Explorer $349 $314 10,000
Pro $800 $720 50,000

In addition to data enrichment, Clay automates personalized messaging and tracks real-time intent signals. Its waterfall enrichment approach ensures thorough and cost-efficient data coverage.

With SOC 2 Type II compliance, Clay guarantees enterprise-grade security. The platform also integrates with more than 75 tools, streamlining workflows across existing systems. This combination of features makes Clay an essential tool for B2B teams looking to improve their outbound strategies.

5. Lavender

Lavender

Lavender's email optimization tools are making waves in the AI sales space by showing how automation can directly drive revenue growth. With its AI-powered approach, Lavender enhances email outreach, leading to higher reply rates and stronger pipelines.

Performance Metrics Results
Reply Rate Increase 42%
Meetings Booked Growth 200%
Pipeline Expansion 300%
Mobile Email Reading 81%
G2 Rating 4.8/5

At its core, Lavender's AI engine processes billions of data points to offer real-time coaching and suggestions. It works seamlessly with major email platforms via a Chrome extension, delivering instant feedback on email performance.

Key Features

Lavender's AI assistant is packed with tools to improve email outreach, including:

  • An email generator for crafting effective messages
  • Real-time coaching based on inbox data
  • A personalization tool that uses prospect insights
  • Mobile optimization, addressing the 81% of emails read on mobile devices

These tools are central to the impressive results listed above.

Pricing Options

Plan Monthly Price (Annual Billing) Key Features
Basic Free 5 email analyses/month
Starter $27 Unlimited emails, personalization
Individual Pro $45 Integrations, priority support
Team $89/seat Coaching dashboard, analytics

Lavender's impact is backed by real-world success stories.

"The impact of Lavender has been enormous. Our sellers are writing emails in half the time and getting twice as many replies." - Kyle Coleman, Formerly CMO at Clari

Lucidworks Reply reported a 42% increase in replies and a 300% boost in pipeline growth after adopting Lavender. Another sales professional achieved $3 million in sales through cold email outreach in just 11 months.

"Leveraging Lavender resulted in a swift rise in open rates and significantly improved communication from my team." - Casey J. Ashley, Enterprise Sales Leader at Twilio

For the best results, users should aim for an email score of 90 or higher, as this correlates with better reply rates. Lavender's AI evaluates clarity, tone, and overall effectiveness, offering instant adjustments tailored to the prospect's personality and communication style.

Looking ahead, Lavender is working on Ora AI, a next-generation sales agent that will expand its offerings beyond email assistance. This addition is set to elevate its capabilities as we move into 2025.

6. Instantly

Instantly

Instantly drives AI-powered sales automation, handling over 5 million emails daily and serving more than 30,000 users. It blends advanced AI with enterprise-level email tools to boost the effectiveness of sales outreach.

Core Features and Performance

Feature Category Capabilities
Email Management Unlimited accounts with automated rotation
AI Tools Content Writer, Spam Checker, Inbox Manager
Lead Generation Advanced filters, buying signals detection
Analytics Pipeline tracking, revenue attribution
Deliverability Access to a 550,000+ email warmup pool

Smart Automation

Instantly’s AI engine powers essential automation tools, including:

  • AI Content Writer: Creates tailored email sequences for individual prospects.
  • Unibox: Centralizes conversations from multiple inboxes into one view.
  • Pipeline Analytics: Monitors opportunities, conversion rates, and revenue metrics.

Pricing Structure

Plan Type Monthly Cost Best For
Growth $37 Small businesses starting with automation
Hypergrowth $97 Mid-sized teams scaling their outreach efforts
LightSpeed $358 Large enterprises managing extensive operations

Annual plans offer savings of up to 20%, making it a flexible option for businesses looking to scale.

Real Business Impact

"After setting up our first Instantly Campaign, we're now getting 2-5 meetings every day"

  • Michael Cooper, CEO at Human Performance Mentors

"Instantly is the exact email outreach solution that I always wish existed. We've tried almost every product that people in the outbound space talks about and none of them even comes close to this"

  • Tony Liu, CEO at Omnichannel

Integration with Sendspark for video messaging has significantly improved results, with users reporting 300–400% increases in email engagement rates.

To make the most of Instantly, businesses should:

  • Use AI prompts to personalize email sequences.
  • Take advantage of enterprise-level deliverability tools.
  • Track campaign performance with detailed analytics.
  • Leverage the 550,000+ email warmup pool for better deliverability.

Instantly provides a powerful toolkit for businesses aiming to refine their sales outreach strategies in 2025. Up next, we’ll take a closer look at Linked Helper to further explore AI-driven sales solutions.

7. Linked Helper

Linked Helper

Linked Helper is a LinkedIn automation tool designed to simplify sales processes using AI-powered lead generation and engagement. Trusted by over 10,000 businesses across 180 countries, it focuses on improving LinkedIn activity and results.

Core Capabilities

Feature Category Functionality
Automation Automates over 20 LinkedIn actions, such as sending connection requests and messages
Data Management Scrapes profiles, finds emails, and integrates with CRM systems
Campaign Tools Includes a sequence builder, A/B testing, and personalized messaging options
Analytics Tracks campaign performance and monitors conversions
Safety Features Offers advanced limits and working hours to stay compliant with LinkedIn policies

Advanced Automation Features

Unlike Chrome extensions, Linked Helper operates as a standalone application, offering better security and reliability. Its automation tools can increase conversions by 18%.

Key features include:

  • Multi-source targeting for precise audience segmentation
  • A dynamic message template editor for personalized communication
  • Automated follow-ups to maintain engagement
  • Built-in CRM management for streamlined operations

Real-World Success Stories

Businesses have seen impressive outcomes with Linked Helper. For example:

  • Adobe's team reported a 161% increase in deals using account-based marketing (ABM) strategies powered by LinkedIn automation.
  • Genesys cut lead costs by 30% through targeted LinkedIn engagement.

Pricing Structure

Plan Monthly Cost Features
Standard $15 Basic automation tools and messaging sequences
Pro $45 Access to advanced automation features
Trial Free Full feature access for testing purposes

Integration Capabilities

Linked Helper connects with popular CRM platforms, such as:

  • HubSpot
  • Salesforce
  • PipeDrive
  • Zoho CRM
  • ActiveCampaign
  • HighLevel

These integrations make it easy to incorporate Linked Helper into a broader AI-driven sales strategy. Businesses that create multi-step engagement sequences can see better results, as 80% of sales require at least five follow-ups.

With its focus on automation, security, and personalization, Linked Helper is a powerful tool for improving LinkedIn-based sales strategies in 2025. It offers a practical way to boost outreach and sales efficiency.

8. Conversica

Conversica

Conversica is a cutting-edge tool designed to automate complex, multi-turn sales conversations. Using generative AI and advanced language models, it facilitates natural, human-like interactions across various departments. Its "Powerfully Human" technology ensures seamless communication that feels authentic.

Core Capabilities

Feature Category Functionality
Conversation Intelligence Handles multi-turn sales dialogues with contextual understanding
Channel Support Supports omnichannel communication with multilingual capabilities
Integration Connects easily with CRM, MAP, and customer success platforms
Automation Automates lead qualification and nurturing processes
Analytics Tracks performance and measures ROI

These features highlight Conversica's ability to streamline and enhance sales conversations.

Revenue Digital Assistants (RDAs)

Conversica's RDAs act as digital team members, operating on five key principles:

  1. Perceive: Analyze incoming messages to identify key details.
  2. Understand: Grasp the context and intent behind communications.
  3. Decide: Choose the best course of action for engagement.
  4. Act: Deliver personalized responses and interactions.
  5. Learn: Continuously improve through past interactions.

Industry Success Stories

  • Epson America: Boosted its influenced pipeline by 500%, with the RDA covering its cost in just 4 days.
  • Talkdesk: Reached a 45% rate of conversation-qualified leads through automated engagement.
  • Hexagon: Achieved a 32x ROI, with ARR payback occurring in only 11 days.

Enterprise Integration

Kim Roman, Sr. Director of Global Campaigns & Performance Marketing at Talkdesk, shared:

"Our Assistant is able to interpret what a lead is asking and replies back, taking the next action. She gives us a timeframe, intent, and confirms the contact details and sends it over to the Sales team in a nice package."

Specialized Solutions

In early 2025, Conversica introduced AI Agents powered by AnswersIQ for the automotive industry. This solution supports over 84,000 dealerships across the U.S., Canada, and the U.K., providing real-time inventory data for nearly 220 million vehicle identification numbers (VINs).

Performance Metrics

Metric Achievement
Engagement to Opportunity Rate 56%
Average ROI 24x
Pipeline Generation Up to $6.3M in one year

Byron O'Dell, Head of Corporate Marketing and Executive Director at IHS Markit, emphasized:

"We are making rapid and thorough first contact, and we are doing it at scale."

Conversica's proven results make it a standout option for businesses looking to enhance their sales automation efforts. Its ability to deliver measurable outcomes complements the other tools we've explored.

9. Outreach

Outreach

Outreach is making waves in sales automation by processing a staggering 33 billion weekly interaction signals from over 6,000 customers. This platform combines artificial intelligence with essential sales tools to streamline processes and drive revenue growth.

Key AI Features

Feature Purpose Benefit
Deal Intelligence Predicts the likelihood of deal closures with 81% accuracy Helps manage deals more effectively
Smart Account Assist Evaluates risks and opportunities in accounts Improves targeting and decision-making
Kaia Conversation Intelligence Summarizes meetings using AI Enhances coaching and feedback
AI Prospecting Agent Automates in-depth research Boosts productivity by up to 10x

Smarter Sales Automation

Outreach's AI system integrates first-party and third-party data to optimize sales workflows. Users can choose between co-pilot or full autopilot modes, tailoring automation to their needs. This flexibility delivers measurable improvements in sales operations.

Nithya Lakshmanan, Head of Product at Outreach, highlights the platform's focus:

"Our philosophy is that AI should handle the heavy lifting so sellers can shine everywhere AI can't, and that's what our AI Agents are here to do".

Real-World Results

SevenRooms adopted Outreach’s AI Prospecting Agent in March 2025 to refine their sales processes. Melody Gilliam, their Business Systems Manager, noted substantial gains in efficiency and revenue growth following the implementation.

Performance Highlights

Metric Result
Deal Prediction Accuracy 81%
Weekly Interaction Signals Processed 33+ billion
Productivity Boost Up to 10x
Active Customers 6,000+

Seamless Integration

Outreach connects effortlessly with major platforms, including:

  • Salesforce Lightning
  • Salesforce Aloha (Classic)
  • Salesforce Console
  • Microsoft Dynamics 365 Sales
  • SKUID Overlay

These integrations expand the platform's automation capabilities, making it a versatile tool for sales teams.

Kelly Lichtenberger, Head of Sales Development – Email Security, emphasizes:

"With AI, everything's moving faster than ever, Outreach gives us the tools to make sure we're delivering the right message.".

Workflow Automation in Action

Outreach’s system automates tasks like generating action items and personalized follow-ups, allowing sales teams to focus on high-value activities. Cockroach Labs used these features to initiate important conversations with stakeholders, freeing up their team for strategic efforts.

Mallory Davis, Senior Sales Enablement Lead at Verkada, shares:

"We want them to work smarter, not harder, and Outreach really allows them to do that.".

10. Dialpad

Dialpad

Dialpad's sales platform uses AI to streamline workflows and help teams close deals faster. Packed with smart features, it simplifies daily tasks and provides insights that can enhance performance.

Key AI Features

Feature Function Benefit
Real-Time Assist Cards Offers live coaching and prompts during calls Helps maintain call quality and consistency
AI Recaps Automatically summarizes conversations Saves time on manual note-taking
Live Sentiment Analysis Tracks customer emotions in real-time Allows for on-the-spot adjustments
AI Playbooks Provides tailored sales guidance Ensures consistent use of best practices
QA Scorecards Assesses call performance Supports focused coaching efforts

Performance Boosts

Sales teams using Dialpad's AI tools have seen measurable success. They are 4.9 times more likely to hit their targets compared to teams without AI tools. Additionally, sales professionals have reported a 50% increase in leads and appointments. These results are further supported by Dialpad's ability to integrate smoothly with other business tools.

Keith Titus, CEO at MarketStar, highlights the platform's impact:

"We've been able to ramp sellers much faster, and get them on prospect calls sooner."

Integration Capabilities

Dialpad integrates with a wide range of essential business tools, making it easy to fit into existing workflows:

Integration Category Supported Platforms
CRM Systems Salesforce, HubSpot, Zoho CRM
Workforce Management Playvox
Help Desk Zendesk, Intercom, HappyFox, Front
Productivity Tools Google Workspace, Microsoft 365
Security Okta, OneLogin

Real-World Results

In April 2025, a software company with $50M–$250M in revenue adopted Dialpad's AI tools. They saw improved efficiency and productivity, particularly benefiting from AI call summaries, Real-Time Assist Cards, and QA Scorecards.

A Gartner Peer Insights reviewer shared their experience:

"The AI-driven insights it provides are so helpful and accurate, which helps my team of sales reps tailor their pitches and responses. The ability to analyze calls in real time is incredible."

Broader Business Impact

According to McKinsey, AI in sales and marketing could add $1.4 to $2.6 trillion in value. Dialpad contributes to this potential, with 92% of users recommending Dialpad Sell.

Jeanna Bash, Director of Enterprise Applications, praises the platform:

"Dialpad Ai brings a whole new level of capabilities to our support team."

Automation Advantages

Dialpad also excels in automating tasks, making workflows more efficient. For example, it can automatically log customer call recordings. ServiceToday, an Australian residential services provider, used this feature to reduce manual data entry and improve customer interaction tracking through their CRM integration.

11. Avoma

Avoma

Avoma uses AI to simplify sales operations and improve team efficiency. It’s designed to optimize workflows and provide insights that can help sales teams make better decisions.

Core Capabilities

Feature Category Functionality Impact
AI Meeting Assistant Real-time transcription in 75+ languages, automated note-taking Cuts manual work by 70%
Revenue Intelligence Deal risk alerts, win-loss analysis Boosts quota attainment by 30%
AI Coaching Agent Automated call scoring, personalized feedback Reduces ramp time, increases win rates by 40%
Smart Scheduling Automated booking, lead routing Simplifies prospect engagement

Performance Impact

With Avoma's automated note-taking, sales teams have seen deal sizes grow by over 25% and sales cycles shorten by more than 20%.

Tim Powers, Director of Business Development, highlights how essential the platform is:

"I can tell you that our top sales people couldn't live without Avoma."

Advanced AI Features

Avoma's AI Coaching Agent analyzes just 1% of sales calls yet delivers detailed feedback through features like automated scoring, methodology tracking, and risk analysis.

  • Automated Call Scoring: Evaluates calls based on set criteria, offering clear, actionable feedback.
  • Methodology Tracking: Ensures consistent use of sales strategies like MEDDIC, BANT, or SPIN.
  • Risk Analysis: Flags potential deal risks early so teams can address issues before they escalate.

These tools contribute to Avoma’s ability to provide precise revenue forecasts, giving sales teams a clearer path to success.

Business Intelligence

Avoma combines call feedback with CRM data to create accurate revenue forecasts. This helps fast-growing companies scale more effectively.

Rebecca Graves, VP of Client Services and Partner, shares her perspective:

"We thought we had a decent solution until we got Avoma. That was pretty much the game changer for us."

Investment and Returns

Plan Type Cost (Annual Billing) Included Features
AI Meeting Assistant $19/user/month Unlimited AI assistance for hosts
Conversation Intelligence $29/user/month add-on Advanced analytics and insights
Business Plan $79/user/month Full forecasting capabilities

Sales teams using Avoma report productivity gains, with CRM data entry automation improving efficiency by 120%. This allows reps to focus more on selling, addressing the issue that salespeople often spend less than 30% of their time on direct sales tasks.

12. Fathom

Fathom

Fathom is an AI-powered meeting assistant designed to turn sales conversations into actionable insights. Backed by $17 million in Series A funding in late 2024, the platform has expanded its features to provide detailed meeting analytics.

Core Features and Integration

Feature Category Capabilities Business Impact
Meeting Intelligence Real-time transcription (85–90% accuracy) Saves 20 minutes per meeting
CRM Integration Auto-sync with Salesforce, HubSpot, Close CRM 1.5 weeks saved annually
Collaboration Tools Integration with Zoom, Teams, Google Meet Simplifies communication
Task Management AI-generated action items, SPICED scoring Improves follow-up prioritization

These features simplify sales workflows, making meetings more efficient and productive.

Advanced Capabilities

Fathom’s AI engine processes conversations to identify key insights. It can automatically create CRM tasks and share call clips to encourage better collaboration.

Richard White, Founder and CEO of Fathom, highlights the platform’s purpose:

"Sales teams, customer success teams, all sorts of teams have meetings with customers and prospects; they have hours and hours of interesting conversations. We throw away 99% of that data and end up with a few notes in our CRM. That seemed like a huge missed opportunity."

Real-World Impact

Uniqode’s adoption of Fathom in January 2025 showcases its value in sales operations. Kevin Reinhardt, their VP of Sales, says:

"With Fathom, it's set it and forget it. I can trust it to deliver precise notes and insights and I don't need to go back and fix anything."

Pricing Structure

Plan Type Monthly Cost Key Features
Free Plan $0 Unlimited recordings, storage, transcriptions
Paid Plans Starting at $15 Includes advanced integrations and AI insights

Integration Benefits

Users have praised Fathom’s ability to integrate seamlessly into existing workflows. Nihar Kulkarni shares:

"Fathom helps with collaboration amongst our agency stakeholders, and the merchants we work with by allowing us to parse call transcriptions into shareable items that can be actioned across several communication platforms. This is a game-changer for us – highly recommend it!"

Looking ahead, Fathom plans to introduce AI search tools and meeting outcome alerts to further enhance its capabilities.

Features Comparison

This comparison breaks down the key functionalities and pricing of top AI sales agents, showcasing their strengths and helping you make an informed decision.

Core Capabilities Matrix

AI Sales Agent Key Strength Integration Scope Starting Price Best Suited For
Artisan Outbound Sales Salesforce, HubSpot Custom Quote B2B sales teams
Crystal Personality Analysis Gmail, LinkedIn $49/month Relationship-focused selling
Clari Revenue Intelligence Enterprise-grade Custom Quote Large sales organizations
Clay Data Enrichment 75+ platforms $149/month Data-driven sales teams
Lavender Email Optimization Gmail, Outlook, HubSpot $27/month Email-centric teams
Instantly Email Automation CRM platforms $37/month Multi-channel outreach
Linked Helper LinkedIn Automation Major CRM systems $15/month LinkedIn-focused teams
Conversica Conversation AI CRM, MAP platforms Custom Quote Mid-market businesses
Outreach Sales Engagement Salesforce, Dynamics 365 Custom Quote Enterprise sales teams
Dialpad Call Intelligence CRM, Help Desk tools Custom Quote Phone sales teams
Avoma Meeting Intelligence CRM platforms $19/month Meeting-focused teams
Fathom Meeting Assistant Zoom, Teams, CRMs $15/month Customer-facing teams

Integration Capabilities

Most platforms support major CRM systems like Salesforce and HubSpot. However, integration depth varies. Tools like Clari and Outreach provide advanced connectivity for enterprise needs, while others focus on niche use cases.

Platform-Specific Features

Feature Category Top Performer Notable Capability
CRM Integration Clari Advanced revenue orchestration
Email Tools Lavender 42% increase in reply rates
Data Analytics Crystal Personality-driven insights
Conversation AI Conversica Multi-turn sales dialogues
Meeting Intelligence Avoma 70% reduction in manual work

Pricing Structure

Pricing generally falls into three tiers:

  • Entry-level: $15-50/month (Linked Helper, Fathom, Avoma)
  • Mid-market: $100-500/month (Clay, Crystal)
  • Enterprise: Custom pricing (Clari, Conversica, Outreach)

Tool Selection Framework

When choosing an AI sales agent, weigh these factors:

Selection Criteria Key Considerations Impact on ROI
Integration Needs Compatibility with tech stack Improved efficiency
Team Size Scalability requirements Cost per user
Sales Process Automation opportunities Time savings
Data Requirements Analytics capabilities Better decision-making
Budget Constraints Total cost of ownership Smarter resource allocation

This framework helps match your team's specific needs with the right platform for maximum impact.

Recommendations by Business Type

Here’s a breakdown of AI sales agent recommendations tailored to different business categories.

Small and Medium Businesses (SMBs)

SMBs should focus on affordable tools that cover essential features without breaking the bank.

Business Size Recommended Tools Monthly Cost Key Features
Micro (1-10) Lavender, Fathom $15–27 Email optimization, meeting assistance
Small (11-50) Crystal, Linked Helper $49–99 Personality insights, LinkedIn automation
Medium (51-200) Clay, Instantly $149–299 Data enrichment, multi-channel outreach

The specific needs of your industry can also guide which AI sales tools are the best fit.

Industry-Specific Solutions

E-commerce

E-commerce businesses thrive with tools that excel in customer engagement. AI-driven solutions can boost lead reply rates beyond 50% by automating interactions.

Real Estate

In real estate, 85% of professionals anticipate major AI-driven changes by 2025. Tools that automate lead nurturing, property matching, and client communication can give agents a competitive edge.

Enterprise Solutions

Large organizations benefit most from tools that prioritize integration and advanced analytics.

Focus Area Recommended Solution Integration Features
Revenue Intelligence Clari Connects with enterprise CRM systems
Sales Engagement Outreach Supports multi-platform connectivity
Conversation AI Conversica Offers deep analytics
Call Intelligence Dialpad Syncs with communication systems

High-Growth Startups

Startups in fast-growth phases should look for tools with flexible pricing, scalable user accounts, API access, and custom automation. These features help address the scalability challenges often faced during rapid expansion.

Budget-Conscious Organizations

For organizations focused on keeping costs low, here are some affordable options:

Tool Starting Price Main Use
Linked Helper $15/month LinkedIn automation
Fathom $15/month Meeting intelligence
Lavender $27/month Email optimization
Crystal $49/month Personality analysis

Implementation Considerations

When adopting AI sales tools, keep these factors in mind:

  • Easy integration with your current workflows
  • Clear methods to track ROI
  • Training resources for your team
  • Options that can scale as your business grows

FAQs

How do AI sales agents improve sales team performance in 2025?

In 2025, AI sales agents revolutionize sales team performance by automating time-consuming tasks like lead qualification, follow-ups, and personalized outreach. This allows sales professionals to focus on building relationships and closing deals, rather than managing repetitive processes.

AI tools also provide data-driven insights that help teams make smarter decisions, improve targeting, and enhance customer engagement. With faster response times and the ability to handle larger lead volumes, these tools boost efficiency without requiring additional staff. Additionally, AI enables multi-channel communication and more accurate forecasting, helping businesses shorten sales cycles and drive revenue growth.

What should businesses look for when choosing an AI sales agent platform?

When selecting an AI sales agent platform, businesses should focus on key factors to ensure the tool meets their needs. Look for seamless integration with your existing systems, customization options to align with your workflows, and scalability to grow with your business.

Evaluate the platform's natural language processing (NLP) capabilities to ensure it can understand and respond in a human-like way. Additionally, prioritize strong data security measures and reliable customer support to address any issues quickly. By considering these elements, you can choose a solution that enhances your sales process and supports long-term growth.

How do AI tools like Clari and Lavender enhance sales forecasting and email outreach?

AI tools like Clari and Lavender can significantly improve key aspects of the sales process. Clari enhances sales forecasting by providing accurate, real-time insights into your revenue pipeline. It streamlines forecasting across the entire revenue process, helping sales teams make data-driven decisions and predict outcomes more effectively.

Lavender, on the other hand, focuses on email outreach by offering AI-powered tools for writing smarter, more personalized emails. It provides coaching, research, and suggestions to help sales professionals craft messages that resonate with prospects, ultimately saving time and boosting response rates. Together, these tools empower sales teams to work more efficiently and close deals faster.

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