Best AI Sales Software: 10 Sales Tools Reviewed

If you're reading this, you're probably drowning in sales software options and wondering "Which ones actually deliver results?"

AI sales tools here are designed specifically to improve sales efficiency on different stages of sales cycle. From cutting time spent on repetitive tasks to making daily workflows more efficient and  delivering actionable insights that support your sales reps and ultimately boost sales pipeline growth.

In this article, we’ll look at the top AI sales software options for sales professionals, from all-in-one solutions to more specific sales tools and everything in between.

Top AI Sales Software for Sales Teams

• PitchMonster - Top AI Sales Role-Play Software to Prepare Team for Any Conversation
• Clay - Ultimate AI Sales Prospecting Platform for Enhanced Lead Generation
• Lavender - Best AI-Powered Sales Email Assistant for Enhanced Outreach
• Artisan -  Best AI SDRs and Intelligent Sales Agents for Scalable Outreach
• Reply - Best Sales Software for Comprehensive Multichannel Outreach
• HeyGen - Best AI Video Generation Software for Dynamic Sales Enablement
• Grain - Best AI Conversation Recording Software for Sales Intelligence
• Clari - Best AI Revenue Operations and Forecasting Software for Strategic Growth
• Avoma - Best AI Sales Assistant for Optimizing Sales Meetings
• Exceed - Best AI for Sales Conversations to Drive Engagement
  ‍

1. PitchMonster - Top AI Sales Role-Play Software to Prepare Team for Any Conversation

PitchMonster an AI-powered platform where your sales team can practice every type of customer conversation: from cold calls to discovery meetings to full product demos.

What makes it special?

Unlike traditional role-playing where reps often feel nervous, judged, and hesitant to make mistakes, your team can practice as many times as they want in a safe environment with AI customers.

AI provides specific feedback based on your company's best practices - exactly what growing teams need when managers are stretched thin.

You can upload your calls or transcripts to turn them into AI role-plays in a few clicks. It will help to create more content for new hires' onboarding or work with experienced reps to close skill gaps.

Let's take a closer look at how PitchMonster's features can improve sales team performance.

✅ Role-plays like you do, no generic AI stuff

Among the sales activities that can greatly influence win rates at every stage of your sales pipeline, role-play training is definitely on the top 3 list.

Create your custom role-play scenarios based on your Ideal Customer Profiles (ICPs) and practice objection handling, pitching, and call intros as separate role-plays or all-in-one.

Key features of AI role-plays are:

• Real-time responses: Every role-play feels and sounds like a real meeting. Your reps will get instant responses with a 0.9-1.1 second delay between responses with the PitchMonster advanced conversation model.
• Custom scenario: Every role-play includes your buyer profile, conversation steps, and objections. You are in control of the AI attitude and how difficult is conversation.

The benefit: Our data reveals a 20-40% improvement in sales productivity among newcomers during their initial six months.

Complete rookies can reduce their ramp-up time by 50% through consistent role-playing.

✅ AI Sales Coaching and Feedback Module

PitchMonster's AI coaching and feedback module helps sales managers and enablement leaders save time spent reviewing each role-play and giving feedback to each team member.

Simply upload your coaching standards or sales playbook to PitchMonster and spend time doing more important sales tasks. It's like real-time coaching, but you don't have to be there to do it.

Key features of AI coaching are:

• AI Scorecard: Create custom metrics and define exactly what success looks like for your team. Our AI handles all the scoring. No more manual reviews, let PitchMonster do all the heavy lifting for you.

• Coaching Comments: Your scorecard metrics provide specific, actionable feedback to help reps improve. Most sales reps see significant improvement after just 2-3 role-play attempts, aligning their performance with your top sales standards.
• Speech coaching: Each role-play gets a detailed breakdown on how to improve speech clarity, helping your reps find the perfect conversation pace, eliminate filler words, and avoid common sales clichés.

• Hybrid feedback: Need to run certifications? Your managers can jump in anytime to add their own comments alongside the AI feedback. You get reliable AI scoring plus that personal touch from your managers to spot best role-play attempts.

💰 Pricing Plans

PitchMonster's pricing model depends on number of active seats a few factors specific to your team.

• Active seats
• Conversation model (advanced or standard one)

You can try out PitchMonster AI-powered role-plays for free to better understand how it works.

👌 Best for

PitchMonster is an effective sales training and sales enablement solution for teams looking to improve overall performance, save time on manual coaching at scale, and ultimately close more deals.

It fits best for organisations with at least 10 sales reps in a team that is constantly hiring.
‍

2. Clay - Ultimate AI Sales Prospecting Platform for Enhanced Lead Generation

Clay is changing the game in sales prospecting by using AI to automate customer data enrichment and personalize outreach efforts. It’s a great option for those looking to scale sales outreach intelligently while still keeping that all-important personal touch in our communications.

✅ Main Features

• Recurring Workflows. Set up automated, repeatable processes to streamline your sales tasks and save your sales teams valuable time, enhancing overall sales productivity.
• CRM Enrichment & Hygiene. Effortlessly enrich and manage customer data, ensuring your sales CRM remains the single source of truth with accurate, up-to-date information.
• TAM Sourcing. Build targeted lead lists using over 10 sources and AI to efficiently identify your Total Addressable Market, helping sales reps focus on potential customers and improve sales efficiency.
• Account & Lead Scoring. Generate custom lead scores to prioritize your account list, enabling your sales team to focus on high-potential prospects and optimize the sales pipeline.
• Intent Data. Stay updated on your leads’ latest developments by tracking job changes, new hires, promotions, and more, which can significantly enhance sales outreach strategies.
• Automated Inbound. Connect to your web forms to automatically enrich and score incoming leads, allowing quicker follow-up and improving sales cycles.
• Automated Outbound. Build, enrich, score, and message leads in seconds to accelerate your outreach efforts, helping sales teams close deals faster and maintain a robust sales funnel.

💰 Pricing

Clay offers several pricing plans to fit different needs:

• Free Plan for $0/month - Perfect for trying out the sales software platform with basic features and limited credits, ideal for sales teams beginning their journey with AI sales tools.
• Starter Plan starting from $149/month - Ideal for small sales teams, providing more credits and essential tools to enhance sales prospecting efforts, helping sales reps manage leads effectively.
• Explorer Plan starting from $349/month - Suited for growing businesses, offering increased credits and advanced features to scale your sales outreach, improve sales efficiency, and maintain a healthy sales pipeline.
• Pro Plan starting from $800/month - Best for larger organizations needing maximum credits and full access to all features for optimal sales performance and customer relationship management on scale.
• Enterprise plan for most sophisticated large companies looking for a custom offer.

👌 Best For

Clay is a solid fit for sales professionals and sales teams aiming to automate and elevate their sales prospecting efforts with AI-driven sales software tools. If you’re looking to expand your sales outreach while keeping customer interactions personalized, this platform could be a valuable addition to your toolkit, helping sales teams close more deals and boost overall sales productivity.

‍

3. Lavender -  Best AI-Powered Sales Email Assistant

Lavender AI is a tool designed to make sales email outreach more efficient and effective. It brings recipient insights right into your inbox, helping you personalize emails quickly without sacrificing quality. For sales professionals looking to maximize their outreach efforts, Lavender offers a suite of features that improve the email writing process.

✅ Main Features

• Personalize Sales Emails Faster. Lavender seamlessly integrates recipient research directly into your email interface. It provides instant access to news, insights, personality data, and intro suggestions, enabling you to tailor each email to the individual recipient efficiently. This feature enhances your outreach efforts by personalizing customer interactions.
• Score & Optimize Your Email. Lavender analyzes your email to pinpoint areas for improvement. It offers specific suggestions to increase your reply rate, assesses the tone, and includes a writing timer to keep you focused. Your email receives a quality score—aiming for 90 or above can significantly increase your chances of getting a response and improve overall sales performance.
• Build Relevance with ChatGPT Integration. Lavender incorporates ChatGPT directly into your email interface. Utilize it to research, plan, or draft your email. After generating initial content, Lavender helps you optimize and personalize it, ensuring effective communication and enhancing your sales pipeline.
• Start Your Email with AI Assistance. If you’re unsure how to begin, this feature assists you in getting started. By inputting simple bullet points, the AI generates email copy that you can then refine and personalize, making your sales tasks more efficient.
• Have Fun with GIFs. For those who like to add a personal touch to their emails, Lavender allows you to search for and insert GIFs without leaving your email window, making customer interactions more engaging.
• Stay Mobile Optimized. With a significant number of emails being read on mobile devices, Lavender’s Mobile Editor ensures your messages are easy to read on any screen, increasing the likelihood of a reply and enhancing customer engagement.

💰 Pricing

Lavender offers flexible pricing plans designed to meet the diverse needs of sales professionals and teams looking to automate repetitive tasks, enhance their lead generation efforts and customer engagement.

• Basic plan is Free Forever -  Perfect for those starting with AI sales tools, allowing analysis and personalization of up to 5 emails per month to boost sales efficiency.

• Starter plan starting from $29/month - Ideal for individuals who need unlimited emails and personalization features to improve sales performance and manage customer interactions effectively.

• Individual Pro plan starting from $49/month - Includes everything in Starter, plus integrations and priority support.

• Team Plan comes with custom pricing: Tailored for sales teams of 15 or more, offering advanced features like aggregated analytics and sales coaching programs to optimize team performance and sales strategies.

👌 Best For

Lavender AI is ideal for sales professionals and teams looking to improve their email outreach. It’s particularly useful for those aiming to personalize emails without spending excessive time on research and drafting.

If you’re looking to boost your email response rates while keeping the process organised, Lavender could be a valuable addition to your toolkit.

‍

4. Artisan - Best AI SDRs for Scalable Outreach

Artisan is revolutionizing the sales process by automating outbound sales tasks with its all-in-one AI-powered platform. This innovative sales solution is perfect for businesses aiming to implement sales software that automates sales processes while maintaining personalized customer interactions.

✅ Main Features

• Hire an AI SDR for 96% Less Than a Human. Remember when effective sales prospecting required a whole team? Now, you just need Ava—Artisan’s AI SDR—to run hyper-personalized multi-channel campaigns on autopilot. It’s like adding an experienced sales rep to your team at a fraction of the cost.
• Ava Generates Sales Pipeline For You 24/7. Imagine having an outbound SDR with decades of training working around the clock to deliver high-intent, engaged leads. That’s essentially what Ava does. She doesn’t take breaks, ensuring your sales pipeline is always active and improving sales efficiency. Sales automation on a completely new level.
• An AI SDR That Doesn’t Need Integrations. Ava operates within the Artisan Sales platform, which includes every sales tool you need for outbound—from email warm-up to multi-channel sequence automation—so you don’t have to worry about complicated setups or additional sales software programs.

💰 Pricing

Artisan’s pricing model is based on the volume of potential customers you’re reaching out to, making it scalable to your specific needs. They offer flexibility in allocating costs between BDR and AE seats as required. For detailed pricing, it’s best to reach out to them directly.

👌 Best For

If you’re aiming to ramp up your outbound efforts without the overhead of hiring and training new SDRs, Artisan could be a game-changer. It’s particularly useful for sales teams that want to maintain personalized customer communications at scale without the usual resource constraints. This AI sales software is a valuable asset for improving sales processes and enhancing sales performance.

‍

5. Reply - Best Sales Software for Multichannel Outreach

Reply is a comprehensive AI platform designed to streamline your outreach efforts across multiple channels. It helps sales teams to discover prospects, engage with them through personalized communications, and convert leads into customers — all within a single, unified system. If you’re looking to scale your efforts while keeping everything organized, Reply is a right sales software for it.

✅ Main Features

Reply covers most popular sales software features needed for effective outreach and a little bit more.

Audience Discovery

• Real-Time Data: Access over 1 billion global contacts enriched with the latest data and intent signals, get better sales data and build highly targeted lists that resonate with your ideal audience.
• Smart Audience Suggestion: Utilize AI sales automation to receive suggestions for potential prospects that match your ideal customer profile.
• Email Search Extension & Contact Enrichment: Find email addresses and enrich contact information directly within the platform to save time and effort for more important tasks.

Multichannel Conversations

• Multichannel Conditional Sequences. This Connect with prospects via emails, LinkedIn touchpoints, WhatsApp, SMS, calls, or any other channel integrated via Zapier. Dynamic, conditional sequences ensure your outreach is personalized and effective across all platforms. That's the feature sales and marketing teams enjoy the most.
• AI-Personalized Engagement: Leverage AI to tailor interactions, increasing engagement and response rates by reaching potential customers on their preferred channels.
• Unified Inbox: Manage all your communications from a centralized inbox, making it easier to track conversations and maintain consistent follow-ups.

Meeting Scheduling

• Effortless Meeting Booking: Eliminate scheduling conflicts by booking meetings directly through Reply. Integration with your calendar keeps everything synchronized and your schedule organized.
• AI Chat for Website & AI-Generated Responses: Engage website visitors in real-time with AI-powered chat, providing instant responses and capturing leads directly from your site.
• Integration with Calendly and CRMs: Seamlessly connect with your existing tools to streamline your sales workflow and maintain data consistency.

💰 Pricing

Reply offers flexible pricing options tailored to various sales needs, helping sales teams implement sales software effectively:

• Email Volume – Starts from $59/month. Perfect for scaling your sales outreach with email automation, managing over 1,000 active contacts monthly, and enhancing sales pipeline efficiency.
• Multichannel – Starts from $99 per user/month. Offers the best value for sales teams needing all-in-one prospecting capabilities with unlimited active contacts and multichannel sales automation to boost customer engagement.
• Agency – Starts from $210/month. Designed for agencies managing sales outreach on behalf of clients, providing unlimited users and clients, ensuring seamless customer relationship management.

👌 Best For

Reply is ideal for sales teams and sales professionals aiming to enhance their engagement across multiple channels. It’s particularly useful for those looking to personalize outreach at scale, manage complex sales sequences, and simplify meeting scheduling with qualified leads. If you want to centralize your sales efforts while leveraging AI to improve overall sales performance, Reply could be a valuable addition to your AI sales tools, helping you close more deals and optimize your sales strategy.

‍

6. HeyGen - Best AI Video Generation for Sales Enablement

HeyGen is one of the top AI tools for video generation. It helps sales teams to create, personalise and implement video content into their sales stack. This ai platform gives more freedom for sales reps to experiment in their sales campiagns.

✅ Main Features

• Create Personalized Outreach Videos. With HeyGen’s AI avatars and voices, sales professionals can swiftly produce personalized videos that address prospects by name and speak directly to their challenges. This level of personalization helps your outreach stand out in crowded inboxes, boosting click-through and reply rates and enhancing overall sales performance.
• Efficiently Scale Video Production. Overcome the common challenge of creating personalized content at scale. HeyGen enables you to develop custom video templates tailored for different industries, accounts, or individual prospects, saving time while maintaining a high level of customization.
• Enhance Follow-Up and Nurturing Efforts. Use HeyGen to send follow-up videos that recap meetings, provide additional insights, or demonstrate product features. These videos keep the conversation going and help move prospects further down the sales funnel, ultimately assisting sales teams in closing more deals.
• Streamline Sales Onboarding and Training. Produce engaging training videos for new sales reps that are quick to create and easy to update. HeyGen’s platform allows you to share best practices and sales techniques across your team efficiently, fostering a culture of continuous learning and improvement, thus improving team performance.
• Global Reach with Video Translation. Expand your sales efforts internationally by translating your videos into 175 languages without reshoots. HeyGen’s video translation capabilities ensure your message resonates with a global audience, enhancing customer engagement and accessibility.
• Interactive Avatars for Enhanced Engagement. Leverage interactive avatars that can respond in real-time, providing a dynamic and personalized experience for your prospects and clients. This feature boosts viewer engagement and helps build stronger customer relationships.

💰 Pricing

HeyGen offers flexible pricing options tailored to various sales needs, helping sales teams produce impactful video content efficiently:

• Free Plan – $0/month. Ideal for individuals exploring HeyGen, allowing you to create up to 3 videos per month, each up to 3 minutes long, to get started with AI video generation and explore its sales software features.
• Creator Plan – $29/month. Perfect for small teams or individual sales reps creating short-form videos, offering unlimited video creation up to 5 minutes per video, enhancing your sales communication without restrictions.
• Team Plan – $89/month per seat. Best for sales teams generating high-quality, on-brand videos, providing unlimited videos up to 30 minutes each. Includes collaborative features like multi-user workspace, roles and permissions, and brand kit for consistent messaging, aiding in sales and marketing teams collaboration.
• Enterprise Plan – Custom Pricing. Designed for larger sales organizations with custom needs, offering unlimited videos with no duration limit, up to 4K resolution exports, and advanced features such as multiple custom avatars, translation proofreading, enterprise security, priority support, and dedicated account management.

👌 Best For

HeyGen is ideal for sales teams aiming to enhance both internal and external communications. Whether onboarding new reps, training your team, updating them on competitive intelligence, or reaching out to customers with personalized videos, HeyGen’s AI-powered tools make the process quick and effective. Its ability to translate videos into multiple languages without reshoots is particularly beneficial for global sales teams looking to improve overall performance and sales operations.

‍

7. Grain - Best Sales Software for Conversation Recording

Grain is a sales intelligence platform that simplifies conversation tracking for sales teams by automating note-taking, record-keeping, and insight capture during meetings. It allows sales professionals to focus on coaching their team and closing deals without the distractions of manual data entry.

✅ Main Features

• AI Meeting Notes. Grain automatically generates detailed notes, recordings, and transcripts of your meetings. Sales reps can stay fully engaged with prospects, knowing that all important information is being captured accurately.
• Meeting Automation. Skip tedious data entry as Grain auto-syncs AI-generated notes to CRM contact and deal records. It makes managing customer data easier by matching meeting participants with CRM entries and updating it automatically.
• Post-Meeting Coaching. Accelerate team post meeting training with features like playlists, reels, and time-stamped comments. Sales managers can curate coaching content and provide precise feedback to reps at exact moments in conversations.
• Sales Analytics and Insights. Gain visibility into your sales pipeline with smart topic trackers, keyword alerts, and deal insights. Grain helps you monitor deal activity and status, improving your ability to close more effectively.
• Integrations. Grain integrates with tools like HubSpot, Salesforce, Zapier, Slack, and more, making it effortless to share insights and enrich communications within your existing workflows.

💰 Pricing

Grain offers flexible pricing options tailored to various sales needs, helping sales teams enhance their conversation intelligence efficiently:

• Free Plan – $0/month. Ideal for individuals or small teams starting out, allowing you to experience Grain with up to 20 meetings, view team meetings, basic AI notes, and collaborative workspace features.
• Starter Plan – $15 per seat/month billed annually. Perfect for sales teams needing unlimited meetings, advanced AI notes, custom AI prompts, and integrations with Slack, Productboard, and Zapier to boost sales performance.
• Business Plan – $29 per seat/month billed annually. Best for sales and customer success teams requiring unlimited meetings and uploads, AI coaching features, deal boards, team performance insights, trackers, and integrations with HubSpot, Salesforce, and Aircall to enhance sales pipeline management.
• Enterprise Plan – Custom Pricing. Designed for organizations with advanced support, multiple sales pipelines and security needs, offering everything in Business plus SAML-based SSO, API access, custom invoices, and a dedicated customer success manager.

👌 Best For

Grain is ideal for sales teams looking to streamline meeting documentation, enhance coaching and collaboration, and gain deeper insights into their deals. By automating the capture and organization of conversation data, sales leaders and sales enablement specialists can focus more on building customer relationships and closing deals.

‍

8. Clari - Best AI Revenue Operations and Forecasting Software

Clari is improving revenue operations with its AI-powered platform, designed to help sales teams generate predictable revenue and optimize forecasting with exceptional accuracy. By automating note-taking, record-keeping, and insight capture, Clari enables sales leaders to focus on what truly matters—coaching their teams and closing more deals.

✅ Main Features

• Predictable Revenue Generation. Say goodbye to spreadsheets and guesswork. Clari’s integrated sales forecasting process ensures uniformity, transparency, and accuracy across all levels, helping you understand exactly how your business will perform in current and future quarters.
• AI Meeting Notes & Sales Automation. Stay fully engaged during meetings with Clari’s automatic note-taking feature. Automate repetitive tasks like note taking which are seamlessly synced to CRM contact and deal records, reducing manual data entry by 80% and giving reps over 20% of their time back to focus on closing deals.
• Sales Analytics & Insights. Gain deep visibility into your pipeline with smart topic trackers, keyword alerts, and comprehensive deal insights. Clari helps you monitor deal activity and status, allowing you to create strategic plans to beat revenue targets and drive accountability.
• Revenue Intelligence Tools. Utilize AI deal scoring, AI-powered forecasting, and workflow boosters to enhance sales execution. Clari Copilot provides real-time, personalized cue cards to help reps tackle objections and close deals more effectively.

💰 Pricing

Clari offers custom pricing options tailored to various sales needs, helping revenue teams optimize their operations and forecasting efficiently.

👌 Best For

Clari is ideal for sales teams and revenue operations professionals aiming to enhance forecasting accuracy, streamline data management, and empower their teams with actionable insights. Whether you’re looking to boost pipeline visibility, improve team coaching, or drive strategic growth, Clari’s AI-driven platform provides the comprehensive tools needed to achieve your goals.

‍

9. Avoma - Best AI Sales Assistant for Sales Meetings

Avoma is an AI-powered conversation sales intelligence platform designed to enhance sales meetings by automating the recording, transcribing, and analysis of sales conversations. By capturing every detail of interactions, Avoma enables sales teams to focus on coaching and closing deals more effectively. This sales tool offers a comprehensive set of features tailored to improve sales performance and team collaboration.

✅ Main Features

• AI Meeting Notes. Even though there are a lot sales solutions out tere Avoma allows to automatically record and transcribe sales calls, generating summarized notes for key topics such as next steps, pain points, and objections. This ensures that all important information is captured without manual effort.
• Meeting Automation. Sync AI-generated notes directly to CRM systems, eliminating the need for manual data entry. This integration makes deal management easier by keeping deal and customer data records up-to-date, saving sales reps significant time each week.
• Sales Analytics & Insights. Utilise smart topic trackers and keyword alerts to monitor deal activity and status. Avoma’s analytics provide visibility into sales pipelines, helping your reps identify trends and make informed decisions to close more deals.
• Voice of the Prospect. Share key insights from prospect conversations with cross-functional sales teams. Create video snippets of important moments to provide product and marketing teams with valuable feedback, ensuring that customer needs are effectively addressed.

💰 Pricing

• AI Meeting Assistant – $19/user/month billed annually. Ideal for those seeking to save sales teams time by automating note-taking and scheduling. Including features like automatic video recording, unlimited transcription, advanced AI-generated notes, group and round-robin scheduler, and CRM & dialer integration helps reps focus on closing deals
• Conversation Intelligence – $49/user/month billed annually. Perfect for sales teams needing advanced conversation intelligence and AI scorecards to automate coaching and gain learning insights. It offers a range of AI tools including everything in AI Meeting Assistant plus manual and AI scorecards, talk pattern & topic intelligence, smart tracker intelligence, and engagement & ROI intelligence to boost sales performance.
• Revenue Intelligence – $79/user/month billed annually. Best for revenue teams looking to streamline pipeline growth and forecasting while automating win-loss analysis. Includes everything in Conversation Intelligence along with automatic CRM field updates, custom deal boards, risk scores, roll-up forecasting & reports, and AI win-loss analysis to enhance revenue operations.
• Enterprise Plan – Custom Pricing. Designed for organisations that need scalability, customisations, strict compliance, and security controls. Offers everything in Revenue Intelligence plus strategic partnerships, dedicated customer success manager (CSM), quarterly business reviews, ongoing trainings, and custom pilot programs to meet enterprise-level requirements.

👌 Best For

Sales leaders appreciate Avoma for its ability to automate repetitive tasks, allowing them to focus on strategic activities that drive revenue. Sales teams value the comprehensive transcription and summarisation features, which provide clear visibility into sales conversations. The platform’s seamless CRM integrations and actionable insights help improve team performance and deal outcomes. While there may be a slight learning curve to fully leverage all features, the significant gains in productivity and sales results make Avoma a valuable tool for sales enablement.

‍

10. Exceed - Best AI Platform for Sales Conversations to Drive Engagement

Exceed is an AI-powered sales platform designed to enhance lead engagement and qualification through the use of virtual sales assistants. By automating repetitive and time-consuming tasks, Exceed allows sales teams to focus on closing deals rather than chasing leads. The AI assistant works according to your sales playbook, engaging leads via email, qualifying them through conversations, answering questions, and scheduling meetings when leads are ready to talk—all without human intervention until the optimal moment.

✅ Main features

• AI Virtual Sales Assistant: Automates lead engagement, qualification, and meeting scheduling, freeing up sales reps to focus on closing deals.
• AI-Powered Conversations: Understands lead responses and replies with the appropriate message, ensuring personalized and relevant communication.
• Meeting No-Show Follow-Up: Automatically follows up with leads who miss scheduled meetings, helping to reschedule and keep the sales process moving forward.
• Out-of-Office Follow-Up: Detects out-of-office replies and schedules follow-ups at the right time, saving reps up to four hours per week.
• Meeting Scheduling: Books qualified leads directly into your sales reps’ calendars, streamlining the scheduling process.
• AI-Powered Qualification: Asks qualifying questions and hands over leads to sales reps based on their responses, ensuring that reps engage only with qualified prospects.
• Lead Re-Engagement: Provides the additional capacity needed to scale engagement efforts and uncover more qualified leads.

💰 Pricing

While specific pricing details are not publicly listed on their website, plans reportedly start from $1,950.00 per month according to external sources on the web. Exceed offers customised pricing tailored to the needs of sophisticated sales organisations seeking advanced AI-driven solutions.

👌 Best for

Exceed is ideal for sales organization that require advanced AI capabilities to automate and scale their lead engagement and qualification processes. It suits businesses that are looking to reduce the time their sales reps spend on manual input and want to focus their human resources on closing more deals and strategic activities.

‍

Choosing Your Ideal AI Sales Software Stack

Selecting the right tools can either boost your business growth or become an unnecessary investment that doesn’t deliver the desired results. To make your life easier, we’ve prepared actionable steps to guide you in choosing the right software to fit your unique needs.

Asses Your Specific Needs

What problem are you trying to solve? Maybe your sales reps spend too much time manually updating the CRM and don’t have enough time to make calls and sell. Or perhaps your win rates are lower than you’d like, and you’re looking for ways to improve them.

Whatever the issue, it’s important to identify the key challenges your sales team faces. Before you start reviewing any software, have a clear picture of exactly what you need. This clarity ensures you invest in tools that truly address your unique challenges.

Consider Your Budget

How much are you willing to invest? Budget is a significant factor when selecting new software. You’ll want to balance the cost of the tool with the potential return on investment.

Look at the pricing models of the software options you’re considering. Think about both upfront costs and any ongoing expenses like subscriptions or licensing fees. Also, consider the value the software will bring in terms of increased efficiency, more leads, and higher sales conversions. Invest wisely to ensure the benefits outweigh the costs.

Determine the Effort Needed to Maintain the Software

Do you have the resources to manage and maintain the new tools effectively? Implementing new software often requires time for setup, training, and ongoing management.

Assess your team’s capacity to adopt and sustain the software. Is it user-friendly? Does the vendor provide good support and training resources? Choose solutions that are easy to implement and maintain, so your team can make the most of them without feeling overwhelmed.

Review Scalability and Integration Possibilities

Will the software grow with your business, and does it integrate seamlessly with your existing systems? As your company expands, your software needs may change. Selecting tools that are scalable ensures they remain valuable over time.

Check if the software can handle increasing data volumes and more users. Ensure seamless integration with your current CRM, marketing platforms, and other essential tools. Good compatibility prevents data silos and keeps your workflows running smoothly.

The Bottom Line

There are many AI sales tools that can make your life easier and your sales team more productive.

The key? Pick tools that:

• Solve real problems you're facing
• Fit your budget AND your workflow
• Actually get used by your team (no fancy shelf-ware!)
• Scale as you grow

A well-chosen software stack will empower your team, enhance your sales intelligence, and drive sustained business success by generating more leads and improving overall efficiency.

💡 Final Pro Tip: Start with a free trial or PoC for big contracts whenever possible. There's no better way to know if a tool fits than by actually using it with your team.