Did you know that sales teams spend up to 34% of their time on non-selling tasks like updating CRMs, scheduling follow-ups, and managing data? That’s time that could be better spent building relationships and closing deals.

AI sales automation offers a solution by taking over these repetitive tasks, allowing teams to focus on what they do best—selling. With advanced tools that streamline workflows, improve accuracy, and provide actionable insights, businesses can transform how they approach sales.

Want to improve how your sales team works? Let’s look at the best AI tools to help them get more done with less hassle.

The Role of AI in Modern Sales

AI is changing the way sales teams work, offering smarter and faster ways to handle tasks that were once time-consuming and manual. Traditional sales processes often involve a lot of busywork—like updating CRMs, scheduling follow-ups, and tracking activities. These tasks take up valuable time that could be spent on more important efforts, like building relationships with prospects or closing deals.

This is where AI steps in to make a difference. By automating repetitive tasks, AI guarantees that sales teams can focus on what they do best. For example, AI tools can automatically log sales activities, score leads based on their likelihood to convert, and even personalize email outreach. These tools not only save time but also improve the accuracy and efficiency of sales operations.

The impact is clear: businesses using AI in their sales processes report faster response times, higher lead conversion rates, and better customer experiences. With AI, sales teams have the insights they need to make smarter decisions, respond to leads quickly, and stay ahead of the competition.

Top 10 AI Sales Automation Platforms for Modern Businesses

Looking to optimize your sales process and reduce time spent on manual tasks? Check out the ten best AI-powered sales automation platforms that can help your team focus on closing deals and building customer relationships.

1. Truva

Truva is revolutionizing sales automation by intelligently handling tedious tasks, giving sales teams the freedom to focus on building relationships and closing deals.

Created by experts in revenue operations and AI, Truva provides a powerful solution for businesses looking to streamline workflows and improve accuracy. Unlike traditional tools, Truva offers complete flexibility, adapting to your sales process and ensuring all key data is captured and utilized effectively.

With Truva, you can eliminate the hassle of manual CRM updates, improve data accuracy, and gain actionable insights into your sales activities. It’s particularly useful for sales teams managing complex sales cycles, where keeping track of multiple touchpoints and details is essential.

Whether you’re logging in-person meetings or analyzing customer sentiment, Truva guarantees your team has everything they need to close deals faster.

Key Features

• Automated sales tracking - Records all sales activities, including online and in-person meetings, emails, voice notes, and handwritten notes, so no interaction is overlooked.

• Customizable data extraction - Extracts structured information from meetings using traditional frameworks like MEDDIC or custom fields such as goals, pain points, and technologies.

• Automatic CRM updates - Updates your CRM in real time, eliminating manual data entry and ensuring data accuracy.

• Actionable insights - Provides meeting summaries, complete transcripts, and recordings to make follow-ups easier and more effective.

• Intelligent follow-ups - Drafts personalized emails and identifies next steps based on meeting content so your team never misses an opportunity.

• Sales activity analytics - Delivers insights into speaking patterns, engagement, and sentiment to help refine sales strategies.

• Effortless integrations - Connects with tools like HubSpot, Salesforce, Zoom, and Google Calendar for a cohesive sales workflow.

Sign up for free or book a demo today to see how Truva can improve your sales process.

2. Groove

Source: Clari.com/products/groove/

Groove is a sales engagement platform designed to improve efficiency for sales and customer success teams. It focuses on automating repetitive tasks, such as scheduling meetings and tracking email activity, while offering tools for better customer communication. Built with Salesforce integration, it is suitable for teams relying on the CRM for their sales operations.

Groove provides capabilities like email and calendar syncing, multi-step campaign automation, and performance analytics. It is designed for account-based engagement, enabling teams to organize interactions and prioritize efforts effectively.

Key Features

• Sales automation - Automates routine tasks like activity logging and follow-ups.

• Email and calendar integration - Syncs communication tools to organize schedules and updates.

• Campaign automation - Manages multi-step email campaigns for consistent outreach.

• Sales analytics - Delivers insights into team performance and customer interactions.

• Account-based engagement - Organizes and tracks account-specific activities to support targeted selling.

3. Momentum

Source: Momentum.io

Momentum is a sales automation platform that leverages AI to improve productivity across the sales cycle. It automates CRM data entry, captures key sales methodologies like MEDDIC and BANT after calls, and provides real-time notifications to encourage timely actions.

Key Features

• Automated CRM updates - Automatically logs call summaries and notes into Salesforce, reducing manual data entry.

• AI-driven insights - Provides actionable data from sales and customer interactions to inform decision-making.

• Workflow automation - Streamlines sales processes with pre-built recipes for notifications, approvals, and handoffs.

• Real-time collaboration - Facilitates team communication through integrations with tools like Slack.

4. Friday

Source: Friday-email.ai

Friday is a sales automation platform that simplifies follow-up tasks and manages email workflows. It automates routine communication and helps sales teams stay on top of client engagement, ensuring no opportunity is missed.

This tool is suitable for teams looking for smoother email outreach and consistency in their follow-ups. With automated reminders and AI-driven templates, Friday enables sales representatives to maintain productivity while reducing manual effort.

Key Features

• Automated follow-ups - Sends timely follow-up emails based on predefined triggers.

• Email templates - Provides AI-generated templates for personalized and professional outreach.

• Task reminders - Notifies users of pending actions to make sure deadlines are met.

• Engagement tracking - Monitors open rates and response times for email campaigns.

• Simple integration - Works with popular email platforms like Gmail and Outlook.

5. Jiminny

Source: Jiminny.com

Jiminny is a revenue intelligence platform that focuses on capturing and analyzing sales conversations to improve performance.

It records, transcribes, and evaluates calls, meetings, and emails, giving sales teams detailed insights into customer interactions. The platform is particularly useful for teams that need to identify risks, refine strategies, and boost team performance.

With features like automated call scoring, deal insights, and sales coaching tools, Jiminny enables sales managers to track performance and offer actionable feedback. It integrates with popular CRM systems, ensuring that key insights and activity data are accessible for effective decision-making.

Key Features

• Call recording and transcription - Captures and transcribes sales calls and meetings for detailed analysis.

• Automated call scoring - Evaluates interactions based on specific criteria to identify strengths and areas for improvement.

• Deal insights - Provides activity summaries and risk analysis to help sales teams prioritize opportunities.

• Sales coaching tools - Supports training and development with performance tracking and coaching features.

• CRM integration - Links with CRM systems to maintain data accuracy and visibility.

6. Salesforce Sales Cloud Einstein

Source: Salesforce.com/ap/artificial-intelligence/

Sales Cloud Einstein is an AI-driven add-on to Salesforce’s Sales Cloud platform that empowers sales teams with predictive analytics and intelligent automation. It improves the CRM by providing insights into customer behaviors, automating routine tasks, and suggesting the next best actions, making it a valuable tool for optimizing the sales process.

With features like lead scoring, activity capture, and opportunity insights, Sales Cloud Einstein helps sales teams focus on high-priority tasks and better understand customer needs. Its seamless integration with Salesforce makes sure all data and insights are centralized within the platform, providing a single source of truth for decision-making.

Key Features

• Predictive lead scoring - Identifies and prioritizes leads with the highest likelihood of conversion.

• Opportunity insights - Analyzes sales opportunities to provide recommendations for the next best actions.

• Activity capture - Tracks emails, meetings, and interactions automatically, reducing manual data entry.

• Sales forecasting insights - Provides AI-powered forecasts to improve accuracy and decision-making.

• Sales automation - Automates repetitive tasks, such as follow-ups and reminders, for improved efficiency.

7. HubSpot Sales Hub

Source: Hubspot.com/products/sales

HubSpot Sales Hub is an all-in-one sales software platform designed to help sales teams streamline their processes and close deals faster.

With features like email tracking, deal pipelines, and reporting dashboards, Sales Hub simplifies lead management and boosts team productivity. Its integration with HubSpot’s CRM provides a unified platform for managing customer relationships and sales activities.

The platform also includes AI-powered tools like predictive lead scoring and email personalization, enabling sales teams to focus on high-priority opportunities and deliver tailored customer experiences. Its user-friendly interface makes it a popular choice for businesses of all sizes.

Key Features

• Email tracking and templates - Tracks email opens and clicks while offering customizable templates for outreach.

• Deal pipelines - Visualizes and manages the sales process to make sure opportunities progress.

• AI-powered lead scoring - Identifies leads with the highest potential to convert.

• Meeting scheduler - Simplifies scheduling with prospects using integrated calendar tools.

• Customizable reporting - Offers insights into team performance and sales metrics through detailed dashboards.

8. Regie.ai

Source: Regie.ai

Regie.ai is an AI-powered platform that helps sales teams create and execute effective prospecting strategies. It uses generative AI and machine learning to identify leads, craft personalized messages, and engage contacts automatically, allowing sales professionals to focus on building relationships and closing deals.

The platform provides tools like automated prospecting, AI-generated content, and adaptable engagement tactics that adjust to customer responses for better results. Regie.ai integrates with popular CRM platforms, making it easy to manage outreach and workflows from one place.

Key Features

• Automated prospecting - Finds and contacts potential leads with tailored outreach.

• Generative AI content - Creates sales content that aligns with brand messaging and context.

• Dynamic engagement - Adjusts communication based on customer behavior to improve conversions.

• CRM integration - Works with popular CRM platforms to organize all data and interactions.

• AI-powered dialer - Calls multiple numbers simultaneously, increasing connection rates.

9. Gong

Source: Gong.io

Gong is a revenue intelligence platform that captures and analyzes customer interactions across various channels, including calls, meetings, and emails. By leveraging AI, it provides sales teams with actionable insights for better decision-making and improved sales performance.

The platform offers conversation analytics, deal intelligence, and sales coaching, enabling teams to identify trends, assess deal health, and refine sales strategies. Gong integrates with popular CRM systems, ensuring that insights are readily accessible within existing workflows.

Key Features

• Conversation analytics - Analyzes sales interactions to uncover insights and trends.

• Deal intelligence - Provides visibility into deal progress and potential risks.

• Sales coaching - Offers sales tools to evaluate and improve sales team performance.

• CRM integration - Connects with CRM systems to maintain data consistency.

• AI-driven insights - Utilizes artificial intelligence to deliver actionable recommendations.

10. Apollo.io

Source: Apollo.io

Apollo.io is a comprehensive sales intelligence and engagement platform designed to assist businesses in identifying potential leads, automating outreach, and managing customer relationships. With a database encompassing over 275 million contacts and 73 million companies, it offers extensive resources for targeted prospecting.

The platform provides features such as advanced search filters, automated email sequences, and CRM integration, enabling sales teams to streamline their workflows and improve productivity. Apollo.io's tools support the entire sales process, from lead generation to deal closure, making it a valuable asset for businesses aiming to optimize their sales strategies.

Key Features

• Extensive contact database - Access to over 275 million contacts and 73 million companies for comprehensive prospecting.

• Advanced search filters - Precisely target ideal customers using detailed filtering options.

• Automated email sequences - Create and manage multi-step outreach campaigns to engage prospects effectively.

• CRM integration - Syncs with existing CRM systems to maintain customer data consistency and streamline workflows.

• Sales analytics - Provides insights into outreach performance, helping teams refine their strategies.

Transform Your Sales Process With Truva

Sales automation is no longer a luxury—it’s a necessity for teams aiming to maximize productivity and revenue. With tools like Truva, sales teams can eliminate tedious tasks, focus on building stronger relationships, and achieve measurable revenue growth.

Truva’s ability to automatically track sales activities, provide actionable insights, and customize data extraction makes it a standout choice for modern businesses. It’s designed to save time, guarantee data accuracy, and empower your team to work smarter.

Ready to take your sales process to the next level? Sign up for free or book a demo today and experience how Truva can revolutionize the way your team works.

FAQs About AI Sales Automation

How can AI be used in sales?

AI sales automation tools can be used to automate repetitive tasks such as data entry, lead scoring, and follow-ups, helping sales reps save time. It also analyzes customer behavior to provide insights, predicts outcomes, and personalizes outreach, making engagement more effective and efficient.

Which AI tool is best for sales?

The best AI sales software depends on your team’s needs. For example, Truva is ideal for automating CRM updates and extracting actionable insights, while Gong specializes in conversation analytics. Choose an AI sales assistant based on features like automation, analytics, and integration capabilities.

Will AI replace salespeople?

AI is unlikely to replace salespeople. Instead, it supports them by handling routine tasks, providing insights, and improving efficiency. Salespeople remain essential for building relationships, understanding customer needs, and negotiating deals—tasks that require a human touch.

How does AI help with qualifying leads and analyzing customer interactions?

AI tools leverage advanced techniques like natural language processing (NLP) to analyze customer interactions and extract valuable insights. These tools can identify key indicators, such as a prospect’s intent or pain points, and use predictive analytics to qualify leads with the highest potential to convert.