The Top AI Agentic Sales Tools in 2026

Neil Mclean
Neil Mclean
44 min read

There’s been a lot of talk about agentic AI tools – but not a lot of consensus.

As one Redditor put it:

“No one agrees on what an AI agent is. Definitions range from simple LLM calls, LLM calls with tools, with environments, to multi agent systems that are agentic or like self defining workflows.”

That uncertainty isn’t stopping GTM teams from experimenting, though.

Tools that autonomously research prospects, qualify inbound leads, generate personalized demos, and draft follow-up sequences are already in production across sales orgs.

And most teams aren’t overthinking the definition. They’re simply picking a stage of the funnel, testing a tool, seeing what works, and what they can tweak.

At Navattic, we see AI agents as tools that can take on sales teams’ manual tasks, freeing up time for consultative selling.

To help teams find tools that will actually take busywork off their plates, we put together a list of agentic sales tools. Below, you’ll find them organized by funnel stage, with pros and cons pulled from direct buyer feedback on G2 and Reddit.

AI Sales Tools Comparison
Category Tool Best For Pricing
AI BDRs Clay GTM and RevOps teams that need flexible, large-scale lead enrichment Free–$720/mo
AI BDRs Unify Revenue teams looking to automate outbound workflows and prospect targeting $1,740/mo+
AI BDRs Outreach.io Sales teams running high-volume, multi-channel outbound Quote
AI BDRs Salesforce (Einstein) Enterprise teams already running sales operations inside Salesforce $0+ / usage
AI Demo Automation Navattic Mid-market or enterprises that want to use automated interactive demos across their GTM motion Free–$1,000/mo+
AI Demo Automation Reprise Sales engineering and presales teams needing flexible demo environments Quote
AI Demo Automation Walnut Sales and presales teams that want no-code, controllable demo environments $750–$1,550/mo+
AI Demo Automation Consensus B2B teams selling to multiple stakeholders $600–$1,250/mo+
AI Chatbots Qualified Revenue teams converting high-intent website traffic Quote
AI Chatbots Chili Piper Inbound sales teams focused on instant lead routing $1,000/mo + $72/user
AI Email Outreach Salesloft Teams running structured, multi-touch outbound Quote
AI Email Outreach Instantly High-volume outbound teams focused on cold email $37.60–$286.30/mo+
AI Email Outreach Reply.io SDR teams running multi-channel sequences $89/user/mo+
AI Email Outreach Lavender SDRs improving email clarity and personalization $500/agent+
AI Call Analytics Gong Revenue teams focused on coaching, forecasting, and deal inspection Quote
AI Call Analytics Chorus by ZoomInfo Teams needing conversation intelligence and coaching Quote
AI Call Analytics Grain Teams that want searchable call knowledge Free–$29/seat/mo+
AI Call Analytics Trellus Cold-calling teams improving connect rates $59.99–$149.99/mo+

AI Agentic Tools for Prospecting (AI BDRs)

Clay

Best For: GTM and RevOps teams that need flexible, large-scale lead enrichment

Clay’s agent, “Claygent,” autonomously researches companies and people by browsing the web, scraping public data, and interacting with sites like a human (aka clicking buttons, filling forms, extracting hard-to-find information).

It connects to your first-party tools to pull in context, then uses custom prompts to surface unique account and contact insights tailored to your product and value proposition.

Pros

  • Outsourcing research time. “What I like best about Clay is how powerful it is for enriching and structuring lead data at scale. It pulls information from multiple sources in one place, which saves a huge amount of manual research time.” (G2 Review)
  • Control over the output. “It brings data, enrichment, and workflows into one place, which saves a lot of manual effort. It’s especially useful for building targeted outreach lists quickly while still keeping control over customization and logic.” (G2 Review)

Cons

  • Learning curve. “There’s definitely a learning curve, especially if you’re not familiar with enrichment logic or building workflows. Some features aren’t always intuitive, and it takes experimentation to unlock their full value.” (G2 Review)
  • Confusing credit-based pricing with mixed quality results. “Clay’s estimates for per-row credit cost, especially for more costly operations like contact data enrichment, can vary significantly from stated amounts. Additionally, the quality of the contact data generated (often as the result of very expensive credit spend) can vary wildly, and some motions feel more like a ‘black box’ that you have to throw credits behind to understand the quality of returned results.” (G2 Review)

Pricing

Clay has 4 different pricing plans:

  • Free at $0/mo, which comes with 1,200 credits a year, unlimited users, Claygent, up to 100/search, plus exporting.
  • Starter at $134/mo, comes with 24,000 credits a year, everything in Free, plus 2,000/search and an API key.
  • Explorer at $314/mo, comes with 120,000 credits a year, everything in Starter, plus 10,000/search, webhooks, HTTP API integration, and email sequencing.
  • Pro at $720/mo, comes with 600,000 credits a year, everything in Explorer, plus 25,000/search, and CRM integrations.

Unify

Best For: Revenue teams looking to automate outbound workflows and prospect targeting

Unify’s AI agents also autonomously research and qualify target accounts, scraping websites, browsing the web, and reading news to build deep context on every prospect.

Agents combine that research with contact and CRM data to generate personalized, human-like outreach at scale, with full transparency into how they arrived at their conclusions.

Pros

  • Ease of use and real-time outreach. “Unify stands out most for its exceptional ease of use and quick setup process, enabling teams to get started and see value almost immediately. Its AI-driven automation and outbound engagement features react in real-time to customer activity, providing timely insights and streamlining outreach without manual effort.” (G2 Review)
  • Built-in calling features. “One of the standout features for me is the built-in calling systems, which make voice and video calling incredibly easy.” (G2 Review)

Cons

  • Can be glitchy. “Unify can be frustrating at times due to occasional glitches or slow response from customer support, which impacts workflow. Some advanced features are difficult to set up without technical help, and updates may sometimes introduce bugs rather than improve functionality.” (G2 Review)
  • Spotty results. Users say things like, “The product depends heavily on both internet connectivity and the quality of the network” (G2 Review) and “Prospecting is a 0/10, since it finds more outdated profiles than active ones. I'm getting a lot of prospects who left the company like 3-5 years ago.” (G2 Review)

Pricing

Unify has three pricing plans:

  • Growth at $1,740/mo, which comes with 50,000 credits a year, 1 user ($100 / seat/mo for additional users), 8 Unify managed Gmail inboxes ($25 / mailbox/mo for additional mailboxes), and onboarding and support.
  • Pro, which requires a custom quote, comes with 200,000 credits, 2 users, 20 Unify-managed Gmail inboxes, plus tailored onboarding and support.
  • Pro, which requires a custom quote, comes with 600,000 credits, 5 users, 40 Unify managed Gmail inboxes, white-glove onboarding and support, a dedicated growth consultant, and SSO.

Outreach

Best For: Sales teams running high-volume, multi-channel outbound

Outreach AI Agents embed directly into existing seller workflows that automate manual tasks across the entire revenue cycle (think: researching accounts, sourcing contacts, personalizing outreach, maintaining deal updates).

With built-in governance and enterprise-grade security, agents handle the repetitive work while reps focus on pipeline growth.

Pros

  • Multichannel engagement. “Our sales team can engage prospects via email, phone, and LinkedIn within a single platform. With Outreach, organizing contacts and managing follow ups is easy, and we easily identify high potential leads.” (G2 Review)
  • Great insights. Users say things like, “There are magnificent AI support measures that give summaries and insights” (G2 Review) and “I can see when & how often a customer opens an email. That insight is incredibly impactful. I have fully integrated Outreach into my daily (and hourly, honestly) workflow.” (G2 Review)

Cons

  • Steep learning curve. Users say, “Their user interface is kind of complex, and it is very confusing and time-consuming. You will need to scroll through multiple options before you arrive at what you are looking for. It is tough to use it without prior product training,” (G2 Review), and “The platform is solid, but it requires time and support to get the most out of capabilities such as sequence optimization or advanced reporting.” (G2 Review)
  • Lacking more granular automation features. “I wish there were more capabilities for automation in Outreach, like a traditional email marketing platform, like Pardot or HubSpot. More automations to send different emails at different times, depending on if they open my email or not.” (G2 Review)

Pricing

Outreach does not have publicly-facing pricing.

However, they do have 6 different packages on their website, ranging from voice packages to conversation intelligence to one specifically to power AI agents.

Salesforce (Agentforce)

Best For: Enterprise teams already running sales operations inside Salesforce

Agentforce Sales Agents can generate prioritized prospect lists using intent signals, engage website visitors in real time, book meetings, and keep pipeline data accurate with automatic opportunity updates.

The agents work directly within Salesforce or Slack to create quotes using natural language and complete routine tasks 24/7 so sales teams can focus on closing deals.

Pros

  • Good human-agent interaction. “My favorite aspect of Salesforce Sales Cloud is the seamless integration it provides for both the AI agent and the human SDR. Its ability to centralize data is key. This high frequency of use lets the AI pinpoint genuinely hot leads, which the human SDR can act on instantly.” (G2 Review)
  • Timesaver for reps. “I really like the newer tools in Salesforce Sales Cloud like the Agent Force for sales features. They significantly reduce the manual tasks we used to do, as they automate a lot of the process. The lead nurturing agent automates communication with customers, serving as the first point of contact and saving a lot of time for our human sales reps.” (G2 Review)

Cons

  • Requires clean data. “Working mostly with very large companies, the data isn’t quite in good enough shape to leverage to justify the build out.” (Reddit)
  • Agents can be unreliable. “Salesforce offers a highly capable service cloud agent, but I believe there is still room for improvement in the sales agent. When I tried to schedule a meeting for a client using the sales agent, the meeting was not successfully set up. Additionally, the sales coach could be improved, as its responses when approaching clients are not yet as effective as they could be.” (G2 Review)
  • Pricey. “‘The “Salesforce Tax’: It’s expensive, and nearly every ‘cool’ AI feature comes as a pricey add-on that can quickly inflate your monthly bill.” (G2 Review)

Pricing

Salesforce has a few options for adding Agentforce to your existing Salesforce package:

  • Foundations at $0/mo, which comes with an agent builder, prompt builder, 200,000 flex credits, and 250,000 data credits.
  • Flex Credits, which allow you to pay per Action. Starts at $500/100,000 credits, and includes customer-facing agents, employee-facing agents, Agentforce Voice (US and CAN only), and a digital wallet.
  • Conversations, which allows you to pay per Conversation. Starts at $2/conversation (pre-purchase only), comes with customer-facing agents and a digital wallet.

AI Agentic Tools for Demo Automation (Qualification)

Navattic

Best For: Mid-market or enterprises that want to use automated and agentic demos across their GTM motion

Navattic’s AI agents run fully autonomous demos that guide prospects, answer questions, and showcase key workflows in real time.

Agents operate inside your live environment or controlled sandbox, delivering accurate, repeatable product stories across every deal – in any language.

On the backend, you can compare talk time, engagement levels, and demo flow to understand which agents drive the strongest buyer interactions.

Pros

  • Users see consistent AI enhancements. “They are constantly improving the interface, and are working on a new builder that is much more intuitive. More helpful AI features are on the horizon to help create great experiences for leads and customers alike.” (G2 Review)
  • Ease of use. “The ease of creating a demo using captures from our website. We use the demos both for marketing and customer content, so being able to represent the website in its actual format and layout is effective.” (G2 Review)

Cons

  • Navigation can be tricky. “Sometimes it takes a few clicks to find what you're looking for, but over time you eventually know where the beacons, hidden back/next button, etc., are nested under.” (G2 Review)
  • Verbiage takes getting used to. “Getting used to the terminology takes some time, and building the first demo can be a bit tedious.” (G2 Review

Pricing

We have 5 pricing plans at Navattic (including a freemium plan):

  • Starter (free) gets you 1 builder license, 1 demo (HTML or media), unlimited demo views, basic analytics, default theme, and Starter Copilot (generate, default use cases).
  • Starter Plus, at $40 per month, gets you 1 HTML demo, unlimited media demos, Checklists, Slack integration, Webhook, custom themes, and Starter Plus Copilot (write, AI voiceover).
  • Base, at $500 per month, gets you 5 seats, unlimited HTML demos, unlimited integrations, embedded forms, Navattic JS, in-app demo suggestions, a dedicated CSM, and Base Copilot (Media & chart edits, prompt, brand & tone context, review).
  • Growth, at $1,000 per month, gets you 10 seats, account identification, A/B testing, advanced analytics, demo translation, in-app collaboration, custom domains, SSO and directory sync, everything in Launchpad, plus Growth Copilot (AI avatars, advanced AI voiceover, custom use cases).
  • Enterprise plans get you offline demos, HTML capture translation, audit logs, priority support, professional services, priority support, and expert demo consultations. Talk to sales for pricing.

Reprise

Best For: Sales engineering and presales teams needing scalable, controlled demo environments and guided tours

Reprise Reveal lets you create and inject customer data into your demos with the Reveal Chrome Extension.

You can also make fast, no-code edits to images, text, and logos in bulk.

Pros

  • Intuitive platform. “Reprise makes it easy to create customized, interactive product demos without heavy engineering effort. I like how intuitive the platform is for tailoring demos to different audiences, ensuring a polished, real-time experience for prospects.” (G2 Review)
  • Strong presales scalability. “Reprise from a solution perspective allowed Presales to enable more people to confidently speak to and demonstrate our solutions. This scale empowered more people at a major conference to have productive & engaging conversations with customers, increasing conversion rates.” (G2 Review)

Cons

  • Performance issues with large demos. Users say things like, “It’s lagging when it’s a long demo with more than 15 screens” (G2 Review) and “Occasionally, there are performance issues with larger demos, and analytics could be more robust to provide deeper insights into user interactions.” (G2 Review)
  • Looks too much like a click-through demo. “My company rolled it out, and adoption hasn’t been good, outside of one specific demo. It’s too obviously a click-through and not live. We use it for a demo that actually paves over a live environment, so doing that live and at scale would be slow and expensive.” (Reddit)

Pricing

Reprise does not have public pricing, so you’ll have to get a custom quote. Per Vendr, the median buyer pays $31,438 per year.

Learn more about Navattic vs Reprise.

Walnut

Best For: Companies that want high-level demo customization for ABM campaigns

Walnut has a “StoryCaptureAI” feature that creates your demo story for you, based on the captures you take with the Walnut Chrome Extension.

Its AI Mode lets you style, edit, and personalize existing demos with natural language prompts.

Pros

  • Easy for non-technical folks to use. “What I like best about Walnut is that it gives me complete control over my demos without relying on engineering. I can easily create personalized, no-code demos that align with each prospect’s use case, ensuring every session feels relevant and impactful.” (G2 Review)
  • Quick to modify. “I can set up the demo differently for all my prospects and not have to remake the whole thing. That helps me save a lot of time. I can quickly modify the text and switch out some data to make the demo look customized.” (G2 Review)

Cons

  • Initial learning curve. “The learning curve can feel steep at the beginning, especially when setting up complex demos that require advanced configurations.” (G2 Review)
  • Performance issues with large demos. Users say things like, “It’s lagging when it’s a long demo with more than 15 screens” (G2 Review) and “Occasionally, there are performance issues with larger demos, and analytics could be more robust to provide deeper insights into user interactions.” (G2 Review)

Pricing

Walnut has three pricing tiers:

  • Ignite, which starts at $750 per month. Comes with 3 editor seats, unlimited demos, AI-powered demo creation, a choose your own adventure Playlist, demo analytics & engagement tracking, integration with HubSpot and Salesforce.
  • Accelerate, which starts at $1,550 per month. Comes with 5 editor seats, 5 presenter seats, sandbox demos, prospect personalization, video overlays, AI-powered insights, Walnut Uncover, SSO & SCIM, a dedicated CSM, and 10 strategic onboarding & optimization hours.
  • Scale, which requires a custom quote. Comes with a white-labeled brand experience, advanced translations, dedicated strategic CSM, white-glove professional services, and QBRs.

Consensus

Best For: Automating product demos with personalized video and click-through flows.

In Consensus, you can set up AI-powered demo paths based on video content or natural language prompts. You can bulk edit fields and branding as well.

The tool also has AI Agents that can surface insights on which demos would be best to send to specific prospects.

Pros

  • Useful buyer data. “Buyers get role-based, interactive demos they can self-serve, while we see exactly who watched what—so follow‑ups are targeted and meetings start warmer.” (G2 Review)
  • Personalization. “I like how specific it can be and how personalized it can be. I like how you can see who views it and leave a personal video message if need be.” (G2 Review)

Cons

  • Difficult to edit. “We utilize DemoTours heavily, and making new iterations is difficult as you have to recreate the entire tour rather than being able to splice in clickpath changes.” (G2 Review)
  • Confusing setup with steep learning curve. Users say, “Adoption can take a bit of time before it feels second nature. Overall, it’s more of a learning curve than a flaw, and the value becomes clear pretty quickly once teams build the habit” (G2 Review), and “One thing I dislike about Consensus is that it can take a bit of time to set up properly at the start. There is a learning curve when creating demos and getting everything organised, especially for new users.” (G2 Review)

Pricing

Consensus has 3 pricing plans:

  • Starter, which starts at $600 per month. It includes access for 5 users, video demos, product tours, Lite AI content studio, marketing analytics, and a Chrome Extension.
  • Pro, which starts at $1,250 per month. It includes access for 10 users, video demos, product tours, Pro AI content studio, embeddable marketing links, personalized sales links, sales analytics, and API access.
  • Custom, which includes video demos, product tours, and simulations, SSO, a channel partner portal, dedicated CSM support, and marketing, sales, and enterprise analytics. Talk to sales for pricing.

Learn more about Navattic vs Consensus.

AI Chatbots for Sales Qualification

Qualified

Best For: Revenue teams converting high-intent website traffic

Piper is Qualified’s always-on AI SDR agent.

It autonomously engages inbound buyers across website chat, voice, video, and email using real-time GTM data to present tailored offers, qualify leads, nurture prospects, and book meetings at scale.

Pros

  • Flexible customization. “The tool is fairly easy to use, yet it still allows our operations team to build fairly complex routing logic and handle account assignment based on the rules we already have in our CRM. The integrations with Salesforce and Marketo are smooth and extremely helpful, especially for field lookups and matching.” (G2 Review)
  • AI SDR. “I love the AI SDR because it takes care of all the email follow up for me so I can focus on making calls and discovery calls. You can see what the prospect is doing on the site and what they are typing before they type it. Templates in chat make the response time much faster, and calendar in chat removes friction for the buyer.” (G2 Review)

Cons

  • Availability management could be better. “Having to manually mark availability on and off adds friction for users and creates unnecessary complexity in daily operations. While the platform is feature-rich, some workflows could be more intuitive, especially for end users.” (G2 Review)
  • Quality of video chatbot. “I don't use Qualified's video chatbot. The platform has had some difficulties helping customers with detailed support questions.” (G2 Review)

Pricing

Qualified seems to have 3 pricing packages (all include Piper), but you have to schedule a demo to get a custom quote.

You might be able to estimate your cost using Vendr’s pricing calculator.

Chili Piper

Best For: Inbound sales teams focused on instant lead routing

Chili Piper’s Chat AI automatically qualifies website visitors, answers buyer questions, and books meetings.

The agent learns from your website and documents, then syncs every meeting with context, attribution, and routing data directly to your CRM.

Pros

  • Simplified booking and routing. “Chili Piper really simplifies the whole meeting booking process, whether it’s for inbound leads or internal calls. We’ve connected it with our CRM and email tools, and it’s saved us tons of back-and-forth messages. The smart routing and calendar sync work great, helping us instantly connect prospects with the right person. It’s made a noticeable difference in our response time and conversion rates.” (G2 Review)
  • Outstanding support. Users say, “Customer Success team and implementation have been so responsive. Our routing can sometimes be a bit of a nightmare, but Shon is always exceptionally responsive” (G2 Review), and “I really like Chili Piper’s support team. They have been fabulous, and I've never seen such a helpful support team before. They resolve issues with little misunderstanding or time delays; they’re always instant quick.” (G2 Review)

Cons

  • Need for an admin. Users say things like, “Sometimes it is a challenge to debug errors that we are seeing on our own” (G2 Review), and “Small changes (territory tweaks, new queues, edge-case routing) often require a knowledgeable admin. It’s not very self-serve for non-technical ops or marketing users.” (G2 Review)
  • Price. “The major things that made our company stop using Chili Piper were for sure the costs, compared to the fact that it had loads of customization limits.” (G2 Review)

Pricing

Chili Piper has several pricing plans, depending on use case and CRM.

The most popular is its “Demand Conversion Platform,” which comes with ChiliCal (scheduling link), Concierge (qualify and schedule demos), Chat (engage with website visitors), Handoff (SDR to AE), and Distro (routing).

The platform fee is $1,000/mo at $72/user/mo.

AI Email Outreach

Salesloft

Best For: Teams running structured, multi-touch outbound

Salesloft’s AI agents research accounts and buyers, recommend stakeholders to target, and then generate personalized emails, LinkedIn messages, and call scripts.

They can also prioritize daily sales tasks based on engagement signals, surface stalled deals, extract action items from calls, and pull critical information into sales frameworks like MEDDPICC to keep deals moving.

Pros

  • Accurate AI recommendations. Users say things like, “I love the AI-Powered Recommendations prioritize tasks and suggest next steps” (G2 Review), and “I like this tool because it provides accurate and AI-powered recommendations that improve our conversion rates.” (G2 Review)
  • Organized workflow. “Salesloft keeps my day structured without making it feel robotic. The cadence view makes it clear what I should do next, so I’m not wasting time figuring out my next move. The activity timeline is especially useful because I can see every touchpoint with a prospect in one place.” (G2 Review)

Cons

  • Requires setup help. “Salesloft is technical, and it causes some operational glitches that include syncing errors.” (G2 Review)
  • Expense. Users say things like, “Salesloft has price structure issues, and the tool lacks transparency in terms of subscription fees” (G2 Review), and “The costs for Salesloft keep building up so quickly.” (G2 Review)

Pricing

Salesloft makes prospects request a demo to get a quote. It does seem like they have two different plans:

  • Advanced (pipeline generation, seller coaching, ifecycle workflows, conversation intelligence, and opp management)
  • Elite (everything in Advanced, plus a sandbox, multi-org management, and no-code triggers from custom Salesforce objects)

Account agents that automate account research and lead gen are extra paid add-ons.

Instantly

Best For: High-volume outbound teams focused on cold email

Instantly’s AI Copilot helps sales teams create full outreach campaigns, write email sequences, and find ideal leads.

Using Instantly’s ChatGPT-like conversational interface, reps can get outreach advice, audit their workspace, and surface top-performing campaigns by revenue by chatting in natural language.

Pros

  • Constant improvement. “Instantly is not a platform that stands still, which is important given the rapid changes in deliverability rules. They constantly update the platform to keep it current. I also like that new features are constantly being added, which enhances its functionality and efficiency.” (G2 Review)
  • Straightforward setup for multiple campaigns. “Setting up campaigns is straightforward, and the ability to track email activity—such as opens and replies—helps me quickly see what’s effective and adjust my follow-ups accordingly. I find it particularly useful for keeping my outreach efforts organized without introducing unnecessary operational complexity.” (G2 Review)

Cons

  • Limited inbox management at scale. Users say things like, “Some parts of the reporting and filtering could be more flexible, especially when you want to slice performance data in more advanced ways” (G2 Review), and “Additionally, while the interface is generally great, the Inbox Manager could benefit from more advanced organization and filtering options when handling a massive volume of campaigns at once.” (G2 Review)
  • Unintuitive setup. Users say, “I wish it were a bit more intuitive to use. There are a lot of settings tucked away within different panels, and it isn’t always obvious where to find things as a first-time user. You’ll probably need to reach out to support fairly often to get up to speed” (G2 Review), and “The API integrations can sometimes seem unstable or limited, which complicates the process of building dependable automations or connecting Instantly seamlessly with other tools in my workflow.” (G2 Review)

Pricing

Instantly has four pricing plans:

  • Growth, which starts at $37.60/mo, comes with unlimited email accounts, unlimited email warmup, 1,000 uploaded contacts, 5,000 emails monthly, and chat support.
  • Hypergrowth, which starts at $77.60/mo, comes with 25,000 uploaded contacts, 100,000 emails monthly, and premium live support.
  • Light Speed, which starts at $286.30/mo, comes with 500,000 uploaded contacts, 100,000 emails monthly, and an SISR system.
  • Enterprise (contact sales for a custom quote). Comes with everything in Hypergrowth, plus 500,000 emails monthly, 100,000 uploaded contacts, a dedicated account manager, a shared Slack channel, and a private deliverability network.

Reply.io

Best For: SDR teams running multi-channel sequences

Reply’s AI SDR, “Jason,” learns your product, playbooks, and tone to find ideal leads and send highly personalized multi-channel sequences across email, LinkedIn, and phone.

The agent books meetings based on real-time calendar availability, lets reps approve content before it sends, and re-engages cold prospects automatically.

Pros

  • Supports sales engagement and CRM. “The tool’s built-in features, such as the AI chatbot and the capability to smoothly transfer to the support team, are instrumental in resolving issues efficiently, ensuring I stay productive without unnecessary delays.” (G2 Review)
  • Saves time. “The multichannel sequences and strong deliverability tools save us hours every week, and the AI personalization helps us scale without losing the human touch.” (G2 Review)

Cons

  • Lack of control over sequences. “I feel like I don't always have good control over how the sequences are executed once they're launched. Specifically, it is difficult to determine the exact number of contacts that will be contacted on a given day, especially when running multiple campaigns or multiple sequences simultaneously.” (G2 Review)
  • Clunky UI. “Some parts of Reply.io feel a bit clunky or outdated compared with other outreach platforms. The reporting can be limited at times, and certain features take longer to learn than expected.” (G2 Review)

Pricing

Reply has two standard pricing plans (starting at $159/mo for 10,000 contacts or $89/user/mo for all-inclusive outreach).

Or, you can opt for their Jason AI SDR. It starts at $500/mo and comes with real-time contact search, AI personalization, and AI-generated responses.

Lavender

Best For: SDRs improving email clarity and personalization

Lavender’s Ora AI agent conducts deep research on each prospect’s psychology and background, their company’s business and customers, and relevant market trends, then pairs this with your first-party data to personalize emails.

Users train Ora by pointing it to their inbox and resources and giving instructions in natural language.

It can also enrich your CRM with reasoned insights based on what’s proven to work in your emails.

Pros

  • Functions in the tools you already have. “The personalization assistant is also great for quickly personalizing prospect emails. Being able to use Lavender in your SEP (Outreach or Salesloft) is also very nice to have.” (G2 Review)
  • Good analytics. “From a team wide perspective, very easy for sales managers to look at the data and analytics and know exactly how to coach their reps.” (G2 Review)

Cons

  • Missing or glitchy integrations. Users say things like, “I wish it integrated directly with more platforms (Apollo, for instance) but it's not a massive deal because their "Lavender Anywhere" extension does work anywhere. Just a bit of a pain copying and pasting sometimes” (G2 Review), and “Even though the UI is intuitive and simple to use, it sometimes glitches - sometimes the icons are not easily clickable, disapear, or don't function some of the time (at least in G-Suite).” (G2 Review)
  • Email pointers could be more meaningful. Users say things like, “They need to work out some kinks in their AI, as some of the feedback is off-base” (G2 Review), “Suggestions to improve the email score do not make sense” (G2 Review), and “Lavender's feedback tends to be limited to critiquing sentence length rather than offering meaningful improvements.” (G2 Review)

Pricing

Lavender starts at $500 per agent.

You can build out your agent for free, but volume and pricing scale with each agent you launch (starts at 1,000 emails per month sending to 4,000 contacts per year).

Contact sales to get a quote.

AI Call Analytics

Gong

Best For: Revenue teams focused on coaching, forecasting, and deal inspection

Gong has several AI agents designed to help sales teams role play, see hidden deal risks, better forecast close likelihood, auto-fill CRM fields, and draft personalized emails to prospects.

Its AI Theme Spotter also uncovers recurring objections, competitive threats, and customer pain points across calls.

Pros

  • Useful insights. Users say things like “The call recordings, transcripts, and AI insights make it easy to spot patterns around objections, competitor mentions, and next steps without having to rewatch full calls,” (G2 Review) and “Gong turns real customer conversations into clear, actionable insights. It connects what customers actually say to coaching, deal health, and strategy, so teams can improve faster based on reality, not guesswork.” (G2 Review)
  • AI capabilities. “Gong has kept up with the changes to the product landscape, specifically the ‘Ask anything’ AI functionality is high quality and allows for easy call interrogation, while the Account Summary option to get a summary of accounts across different time periods is very helpful.” (G2 Review)

Cons

  • Setup can be complex. “While the interface is powerful, the initial setup for mapping complex CRM stages and custom deal warnings can be a bit technical to navigate.” (G2 Review)
  • Takes time to analyze the calls. “My main complaints are the time it takes for calls to analyze, especially when they are over 45 minutes in length. Sometimes for last minute meetings they do not get captured by Gong and require me to manually upload the call.” (G2 Review)

Pricing

You have to fill out a form to get accurate Gong pricing.

It will depend on the number of users you have and your tech stack (there’s also a flat platform fee).

Chorus by ZoomInfo

Best For: Teams needing conversation intelligence and coaching

Chorus captures every customer call and automatically surfaces competitor mentions, new objections, budget concerns, and shifts in sentiment.

AI also analyzes talk-to-listen ratios, objection handling, and deal progression to identify top performer behaviors and coaching opportunities.

Pros

  • Intelligent AI features specific to sales teams. Users say things like: “The integrated AI capabilities are remarkable, offering actionable feedback and enhancing our understanding of calls” (G2 Review), and “The AI-generated responses, and next steps are next level for myself and team to reduce follow-up time.” (G2 Review)
  • Actionable insights. “Chorus automatically records, transcribes, and analyzes meetings. The most valuable feature is the visibility it provides into the factors that drive success. This enables teams to enhance performance, onboard new representatives more quickly, and make informed, data-driven decisions.” (G2 Review)

Cons

  • Lag in the availability of recordings. “One thing that could be better is the speed at which the recordings and transcripts show up after calls. A lot of times, there’s a lag. Also, the search function could be a little smarter in finding specific snippets across calls, sometimes takes longer than it should.” (G2 Review)
  • Very high cost. “Most notably, the cost is extremely high. Quotes indicate it can reach into the tens or even hundreds of thousands of dollars annually when factoring in licenses, implementation, and the necessary ecosystem requirements.” (G2 Review)

Pricing

No public pricing available for Chorus.

Grain

Best For: Teams that want searchable call knowledge

Grain automatically generates meeting recordings, transcripts, summaries, action items, and draft follow-up emails in over 100 languages, allowing reps to stay fully present during customer calls.

Meeting notes and deal properties auto-sync to your CRM and AI coaching tools help teams track key terms and spot trends across calls.

Pros

  • Extensible data. “They also have a Glean integration, ChatGPT MCP integration, & robust API that basically allows us to turn meeting data into accessible data we can actually analyze. That raw data access is extremely appealing for our team.” (G2 Review)
  • Good AI capabilities. “The AI is really smart, it always knows what the preamble and non-work-related chat are in meetings and doesn’t bother summarizing them. The notes it generates are really, really good, better than competitors I’ve tried. The ability to upload recordings later without having to add in the meeting bot is great if a customer or participant doesn't like the idea of an AI bot being there.” (G2 Review)

Cons

  • Translation limitations. “There are a few limitations with phrase recognition in smart tags, which can make it challenging to capture specific phrases consistently across calls.” (G2 Review)
  • Simpler reporting. Users say things like “I have been wanting to do more with its API, but haven't gotten around to it. It would be nice to be able to use the AI outputs to store in my project management tool so that I can take actions from meetings” (G2 Review) and “Review / AI tooling could be better with Grain.” (G2 Review)

Pricing

Grain has four pricing plans:

  • Free, at $0/mo, gives you unlimited meetings with a 45-min limit, AI notes and action items, AI Notepad with live notes, transcript, and clip creation, unlimited notetaker seats, a collaborative workspace, and Desktop Capture.
  • Starter, at $15/seat/mo (annual), gives you everything in Free, plus advanced AI notes, custom AI prompts, admin controls, 1 team, Slack, Productboard, and Zapier integrations, unlimited meeting duration, unlimited meeting storage, and you can import audio and video files.
  • Business, at $29/seat/mo (annual), gives you everything in Starter, plus HubSpot or Salesforce and Aircall integration, unlimited teams, custom AI follow-up email, AI coaching, trackers, deal status dashboard, team performance insights, unlimited uploads, and API access.
  • Enterprise, which requires a custom quote, comes with everything in Business plus SAML-based SSO, priority API support, custom invoices, and a dedicated CS manager.

Trellus

Best For: Cold-calling teams improving connect rates

With Trellus, reps can parallel “power dial” up to 5 lines at a time in their sales engagement platform (only live calls get routed to an AE).

On the backend, sales teams can use Trellus analytics to identify the behaviors and techniques that drive successful outcomes.

Reps can also use Trellus AI agents to practice cold calling – AI bots sound and act like real prospects.

Pros

  • Quick time to value. “I appreciate how straightforward the setup is with Trellus - Real-time cold call AI assistant. It integrates seamlessly with all the necessary tools I use, which simplifies my workflow immensely. The AI’s ability to find the best number significantly boosts my contact rate, allowing me to speak with more people, which is crucial for my work.” (G2 Review)
  • Interoperability. “I really like not having to set up another platform; it just sits on top of Salesforce. I use it with both Salesforce and Clay and love starting calls directly from Google Sheets and Clay rather than waiting to get all my leads into Salesforce.” (G2 Review)

Cons

  • New to the market. Was founded in 2022 (here’s the announcement on Reddit) and has very few G2 Reviews (only 3 total).
  • Lacks features that other call tools have. “I feel that adding a function for SMS messages could enhance its capabilities,” (G2 Review), and “There are some features it lacks - but they are quick to take advice and enhance the product.” (G2 Review)

Pricing

Trellus has multiple pricing plans:

  • Power (for which you have to bring your own dialer) is $59.99/mo, and includes single-line power dialing and Superhuman for LinkedIn.
  • Power (with dialer included) is $99.99/mo and includes power dialing on all supported platforms plus Google Sheets/Clay, voicemail drop, 5 additional phone numbers with spam remediation, and Superhuman for LinkedIn.
  • Parallel is $149.99/mo. It includes everything in power, plus: multi-line dialing, unlimited AI practice calls, and 8 additional phone numbers with spam remediation.
  • Business (for teams) requires a custom quote. It includes everything in Parallel, plus customizable AI research and real-time coaching, team-based analytics and conversational intelligence, custom reporting and AI modeling, and standard AI research.

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