Sales nowadays urges you to work smarter, not only harder. With the right AI sales automation tools, your business can capture more leads, close more deals, and scale faster than ever. In fact, according to Harvard Business Review, companies using AI algorithms to enhance their sales process see up to 50% more leads.
Take Reply.io, for example. It uses AI to automate email outreach and follow-ups, and it’s a big help for your team to engage leads at exactly the right time. Or Pipedrive, which offers smart lead scoring and workflow automation so your sales reps can focus on closing, not clicking.
In this guide, you’re about to read everything you need to know about AI sales automation tools: what they are, how they work, and why they matter. Also, you’ll get to discover our top 10 picks to help you start closing deals with less effort.
What are AI sales automation tools?
As the name implies, AI sales automation tools are basically your digital sales assistants. Of course, they’re smarter. They help you to handle the boring stuff like sending follow-up emails, scoring leads, updating your CRM, and even scheduling meetings.
Instead of manually guessing which leads to prioritize or when to reach out, these tools use AI to make data-backed decisions for you. That means you’ll be getting more accuracy, better timing, and way less time wasted on dead-end prospects.
To give you a clearer image:open Regie.ai. Notice what they do? They help reps write high-converting sales emails in seconds. How about the others?
Let’s say, Otter.ai, which automatically transcribes and summarizes sales calls. Tools like Pipedrive and Reply.io streamline lead management and follow-ups, so your team stays focused on selling. Each tool plays a role in making sales smarter and lets you have some free time.
Benefits of AI in sales automation
There is so much more than just saving time. Here are the benefits of using AI in sales automation:
- Generate more qualified leads. AI, in fact, is capable of analyzing customer data and behavior to target the right people so your team spends less time chasing cold leads.
- Personalize outreach at scale. You won’t have to spend so much time personalizing email copy for different prospects. AI will do it for you: customizing emails, timing, and content based on each lead’s profile.
- Automate repetitive tasks. Sick of follow-up emails to meeting scheduling? AI handles the repetitive tasks and lets you do something more important instead.
- Improve lead scoring. No more gut feelings! AI scores and prioritizes leads based on real-time data, so you have less on your mind.
- Improve decision-making with real-time data. AI tools provide insights and recommendations based on patterns and performance; they definitely help you achieve smarter sales strategies.
- Boost productivity and ROI. With less work and more productivity, in the end, you’ll be getting more ROI, and that’s the ultimate goal for sales.
What makes the best AI sales automation software?
There are four things to consider:
- Machine learning. You're looking for an AI sales tool. So of course it should have machine learning capabilities that are smart enough to grasp how your business runs and how you generate leads.
- Comprehensive sales automation features. A top-tier AI sales automation solution takes the heavy lifting off your team's shoulders. It streamlines email outreach and follow-ups, intelligently schedules meetings, and automates monotonous administrative activities like data entry and CRM updates.
- Third-party integrations. The best AI sales automation software plays nicely with your team's current CRM, marketing automation platforms, chat and email tools, and any other critical systems.
- Real value for your investment. Don't just look at the price tag. But also think about the long-term advantages: how much time will your team save? What number of more qualified leads will it produce? In what ways will it enable your sales force to forge closer bonds and close more deals more quickly?
The 10 best AI sales automation apps
Best overall AI sales automation tool
Regie.ai
Regie.ai takes the pain out of prospecting for sales reps. Rather than spending hours crafting email sequences from the ground up, reps just enter a few basic inputs—and Regie.ai does the heavy lifting. It creates personalized, ready-to-send messaging for every stage of the sales cycle. It’s like having a smart assistant that actually knows how to write high-converting sales copy.
It also plays nicely with tools you’re probably already using, like Outreach, Salesloft, and your CRM. That means you can automate outreach without disrupting your workflow. On top of that, Regie.ai gives you insights into what messaging works, so your team can keep improving over time.
Overall, it's a compelling solution for large teams looking to scale personalization. That said, Regie.ai may be on the pricier side, especially for smaller teams or early-stage startups.
Pricing: Starts at $35,000
Pros:
- Makes it super easy to create personalized sales content without starting from scratch
- Automates your outreach from start to finish, so reps can focus on selling
- Plays well with popular tools like Outreach and Salesloft
Cons:
- Can be pricey for small biz and early-stage startups
- Complex to use for beginners
Best tool for complex sales workflows
Boltic
If your sales team is overwhelmed with manual tasks and constantly switching between spreadsheets, your CRM, and different communication tools, Boltic helps unify complex sales tools and data sources. Get set to transform those tricky sales workflows by pulling all your data and processes into one smart, unified platform.
Boltic is super handy for sales teams that use a bunch of different tools and find it tough to keep their data in sync and their processes running smoothly. It offers a neat, all-in-one workspace where you can gather data from various sources, create smart automations, and send the results straight to your CRM (like HubSpot or Salesforce), communication tools (like Slack or email), or even data analysis platforms.
The visual drag-and-drop interface makes it super easy to create workflows, even if you're dealing with complicated sales sequences. Even though there’s a bit of a learning curve for those just starting out, Boltic comes with a great collection of ready-made templates tailored for sales scenarios, making it way easier to get the hang of things.
With Boltic, you can automatically:
- Add leads from your website to your CRM.
- Enrich your lead data with some publicly available info before it makes its way into your sales pipeline.
- Send follow-up emails based on each recipient’s engagement level.
Pricing: Free trial for 30 days; paid plans cost between $39/month and $199/month
Pros:
- Enables you to connect all your favorite tools and automate your entire sales flow
- Keeps your customer data into one place so you’re not constantly switching tabs
- Integrates with 100+ apps
Cons:
- Boltic does not currently offer a free plan beyond the 30-day trial
- Beginners might find it a bit challenging at first
Best tool for cold outreach sequence
Reply.io
If your sales team is focused on cold outreach to grab leads but struggles with keeping personalized communication sharp, Reply.io is the perfect solution for you. It's a super useful sales engagement platform that lets you automate and simplify your cold outreach across different channels. And yes, the goal is not only to make your life easier but also to boost your conversion rates.
Reply.io is great for helping you create and run super personalized cold outreach campaigns on a large scale. You can create a one-stop hub for all your outreach, mixing in emails, LinkedIn messages, SMS, and calls to keep things flowing smoothly. You can connect with potential clients no matter where they are.
Pricing: Starts at $49 a month
Pros:
- Lets you automate email campaigns, LinkedIn, SMS, and phone calls
- Has a deliverability tool that ensures your emails go to the main inbox instead of spam
- Offers reporting dashboard that includes your campaign performance, open and reply rates, and team workload
Cons:
- Steep learning curve for the advanced features
- Costs can stack up a lot
Best tool for sales call automation
Otter.ai
Otter.ai is an AI meeting agent that allows you to record, transcribe, and summarize your sales calls as they happen. It works like a super-efficient note-taker as they let sales reps focus on the conversation instead of getting sidetracked by jotting down notes. Nowadays, getting the little details of conversation right is super important.
One of the cool things about Otter.ai is its unique "OtterPilot for Sales" features that really add value for sales teams. This isn't just about writing things down; it's all about highlighting important keywords that are frequently mentioned during sales calls.
Plus, it helps spot pain points, objections, and even mentions of competitors. It automatically drives up concise summaries and follow-up emails, plus it can even send these insights straight to your CRM (like Salesforce or HubSpot), taking care of those important post-call admin tasks for you. No more forgetting the little things, leaving CRM entries half-done, or wasting time on those manual follow-ups.
Pricing: Free; paid plans start at $8.33/user/month
Pros:
- Offer an AI Meeting Assistant (OtterPilot) that automatically joins meetings, takes notes, and generates summaries
- Gives you live transcription of sales calls for immediate insights
- Has a shared workspace where you can share transcripts, highlight key moments, and assign action items with your team
- Allows you to train Otter to understand slang, product names, or customer-specific terms.
Cons:
- If there are strong accents, background noise, or overlapping conversation, the accuracy of the transcription might not as good as you expect
- Lower-level plans don’t come with video recording features
Best customer management software
Pipedrive
Pipedrive really shines when it comes to keeping your sales process on point. With its clear visibility and a strong focus on sealing the deal, it’s the go-to customer management software made just for sales teams.
It stands out from the usual CRMs that try to cover everything for every department. It's specifically designed to help salespeople speed up their deals and make the whole process smoother.
Also, Pipedrive provides easy-to-use visual sales pipeline management. It turns the usually complicated sales process into a simple, drag-and-drop setup. Feel free to tweak your pipeline stages to match your one-of-a-kind sales process so you can easily see how each deal is moving along.
Pricing: Starts at $14/seat/month
Pros:
- Customizable sales pipeline to track deal progress the way you like
- Offers a centralized lead inbox to automate lead capture via web forms or chatbots
- Comprehensive tracking of deal value, probability, and history of interactions
- Enables you to automate follow-ups, task assignments, and deal stage updates
Cons:
- You have to buy add-ons to unlock some features like lead generation, email marketing, and document management
- May not be the most suitable solution for managing complex service issues
Best tool for scraping lead data
Clay
If you're in sales and looking to up your prospecting game, Clay is definitely the go-to tool for gathering and enhancing lead data.
It's more than just a scraper; it's an AI-driven data intelligence platform that helps you create super targeted, personalized lead lists that typical providers often overlook, giving your go-to-market strategy a solid edge over the competition.
Clay can tap into and merge data from a bunch of top sources. From there, it’s super easy to automate those research tasks on a large scale. This implies that you don't have to rely solely on a single database, which is a good thing!
Pricing: Free plan with limited features; paid plans start at $134/month.
Pros:
- Integrates with over 100+ premium providers as well as your own API to create full lead profiles.
- AI agents to automate research, create content summaries, and uncover hard-to-find insights.
- Create unique lead scoring models that automatically qualify prospects based on data.
- Push enriched data into your CRM, sales engagement platform, or any other GTM tools.
Cons:
- Clay doesn’t offer sales engagement tool like Reply.io or Salesloft
Best tool for sales team meetings
Avoma
Avoma turns every conversation into a goldmine of actionable insights. Instead of just recording and transcribing calls, it automatically captures, summarizes, and analyzes your sales meetings. So reps can stay focused on the conversation, not on taking notes.
Every call is analyzed by Avoma's AI, which extracts the BANT criteria (Budget, Authority, Need, Timeline), competitor mentions, objections, and pain areas. Sales reps can then examine or give these reports to the team.
The best part? All this information can be sync with your CRM. This means your sales funnel is always up to date without having to enter data by hand.
Pricing: Starts at $19/seat/month.
Pros:
- Offers an AI assistant that automatically records, transcribes, and summarizes meetings so reps can focus on the conversation, not their keyboard
- Pull out pain points, objections, BANT details, and competitor mentions without you having to dig through recordings.
- Lets you sync call summaries and insights straight to your CRM, so your pipeline stays fresh without manual data entry
Cons:
- Accuracy could be lacking if the videos have background noise or overlapping speakers
Best tool for AI-generated sales videos
Potion
Want to send a super personal video message to a bunch of prospects, but you don't have time to record each one individually? Potion is all you need. It's a cool AI video tool that lets you make videos where it looks and sounds exactly like you're talking directly to each person.
Simply record a video, and Potion will personalize it for every viewer by adding their name, company, or any other detail you want. The lip-sync and gestures look natural most of the time, so it doesn’t feel fake or robotic. You can even show a recording of your product demo and host your video on a branded landing page.
If you want your outreach to actually stand out and feel human, all without spending hours creating different videos for different leads, Potion is a total time saver.
Pricing: Starts at $99/month/workspace
Pros:
- Lets you create AI-generated videos with realistic lip-sync and gesture
- Custom-branded video landing pages
- Multi-channel distribution (email, SMS, LinkedIn)
Cons:
- No free plan
Best tool for email coaching
Lavender
Lavender is especially helpful if you’re looking to optimize your email communication in real-time, get instant feedback, and personalize messages at scale, and that’s what makes it awesome.
It acts as an AI-powered email coach, integrating directly into your inbox to provide data-driven insights and suggestions for improving your email effectiveness.
Plus, it scores your emails as you write, which helps you strike the right tone, whether you’re aiming for more clarity, empathy, or persuasion. Lavender even analyzes things like reading level, subject line effectiveness, and ideal send times, so your messages don’t just sound better—they perform better as well.
The interface is easy to use, too. There are also real-time coaching and actionable suggestions, so your team can start using it without trouble. Once you get the hang of it, Lavender is a must-have tool for any sales teams serious about improving their outbound emails.
Pricing: Free; paid plans start at $27/month (billed annually)
Pros:
- Gives you instant, AI-powered feedback as you write.
- Helps you craft personalized messages by pulling in key insights about your prospect.
- Has a Chrome extension so you can bring the email coach feature on any web page.
Cons:
- Some users reported glitches that made icons unclickable or disappear
Best tool for live call coaching
Dialpad
Dialpad is great for live call coaching because it uses advanced AI to give agents fast feedback and advice during live interactions. Supervisors can also listen in on calls, give agents advice, or even interrupt them.
It has an easy-to-use interface that works directly with your communication system. At first, the depth of AI characteristics may seem complicated, but the "AI Live Coach" shows automatic suggestions, which makes learning easier.
All these features would come in handy when a rookie sales rep needs to handle a tough customer on their first day at work.
Pricing: Starts at $15/user/month
Pros:
- Provides real-time call transcriptions
- Offers an AI Live Coach, a pop-up guidance for agents
- Gives you automated summaries and action items after sales calls
Cons:
- Advanced coaching features are in higher-tier or specialized plans
Other AI assistants for sales teams
Besides specialized AI sales automation software, you can also use general AI tools to assist your email outreach process:
- ChatGPT for drafting emails, crafting sales scripts, and firing off quick replies to customer questions. Great for coming up with outreach ideas too.
- Jasper for crafting persuasive copy aimed at specific audiences.
- GrammarlyGO for improving and rewriting your sales emails instantly.
- Wordtune for rephrasing and polishing your pitch messages, helping them come across as sharper and more engaging.
Challenges and limitations of AI sales automation tools
AI makes things faster. But it's far from perfect. Here are some things you need to watch out when using AI to automate your sales process:
- Bad data = bad output. It's no secret that AI models heavily rely on data. If your CRM contains outdated customer info, you could end up targeting the wrong people or saying the wrong things. This could really hurt your brand.
- Lack of human touch. Automation is great. But the thing is, it can’t 100% replace real human connection. People can smell AI-written copy from a mile away these days.
- Integration issues. Not every AI sales tool can be integrated into your existing systems. When your apps don’t sync smoothly, it can cause confusion or slow your team down.
- Over-reliance on automation. It’s easy to fall into the trap of letting AI do all the work. But without strategic thinking and a human eye on the process, you won't be able to come up with fresh ideas and new ways of reaching your customers.
Emerging trends: Agentic AI in sales
Agentic AI is the next big thing in sales automation. It involves AI solutions that literally work like an intern. Instead of only doing what they’re told to; they also think for themselves, do the work, and learn from what happens.
For instance, an agentic AI may find a hot lead, write a personalized email, set up a follow-up, and change its plan based on how the lead responds, all without any help from a human. Sounds unrealistic, I know, before you get to know it personally.
This trend basically means a change from automation to delegation, where AI takes care of whole workflows, not just tasks.
Automate your sales process with Boltic
If you’re reading all the way down here, it means you truly need Boltic. Boltic is here to deliver your entire sales workflow smoothly! Connecting your CRM, email platform, and analytics tools, all in one place, is no longer a dream.
Boltic lets you automate lead nurturing, streamline communication, and even enhance data quality. They are smartly syncing information across all your apps. This means less time on tiring admin and more time focusing on what really matters: building customer relationships and closing those deals. Ready to get all that magic? Contact us!
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