Professionals using AI tools effectively can reclaim 7.5 hours per week.
AI for sales teams specifically gives companies an edge that compounds with every interaction. Reps who use AI assistants spend less time on post-call admin. At the same time, managers get visibility into what's actually happening in the pipeline without waiting for reps to update the CRM.
But the challenge isn't whether to use AI. It's choosing the right tools for the problems you're solving.
The AI toolbox for sales teams spans several categories, each solving different problems. The most effective teams match tools to their specific bottlenecks rather than adopting everything at once.
This guide helps you understand which AI tools for sales teams you need and how to build your AI sales stack.
Every sales call generates context teammates need later: what the prospect cares about, which objections surfaced, who the real decision-maker is, and what timeline they're working toward.
Meeting intelligence tools capture and structure that information.
Read AI is an AI assistant that goes beyond meeting transcription to connect interactions across calls, emails, messages, cloud storage, and CRM into a personal knowledge graph. For sales teams, this means meeting context flows automatically into your CRM, deal recommendations surface proactively, and the post-call admin that eats into selling time happens without manual effort.
Biggest problems Read AI helps sales teams solve:
High cost and lost productivity from manual CRM data entry: Sales reps waste significant time after every call updating CRM systems, reducing selling time and leading to incomplete or delayed data capture. CRM Copilot, powered by Sales AGI technology, automatically updates Salesforce and HubSpot after calls with no manual data entry. It learns from your deals and proactively recommends next steps based on interaction history, identifying patterns across wins and losses to surface insights that improve deal velocity. Deal stages, notes, and action items flow into your CRM without reps spending 20 minutes after each call on admin work.
Missed revenue due to inconsistent follow-up and lack of actionable insights: Without timely, accurate data and proactive recommendations, opportunities are lost, deals stall, and patterns that could accelerate sales are overlooked. Search Copilot builds a personal knowledge graph from your meetings, emails, and messages, then answers questions like "what objections has this prospect raised?" or "what did we discuss about pricing in Q3?" Read AI users save up to 20 hours per month through Search Copilot alone, eliminating time spent hunting through separate systems to reconstruct context before calls.
Beyond reactive search, Read AI's proactive agents surface insights before you ask. Monday Briefing summarizes your upcoming week's priorities and highlights what needs attention. Recommendations suggest next steps based on your interaction history, so deals don't stall because something slipped through the cracks.
Lack of real-time coaching and team visibility: Speaker Coach provides real-time feedback during calls on talk ratios, pacing, and engagement patterns. You adjust in the moment rather than reviewing recordings later. Folders and one-click sharing give sales leadership new levels of visibility and awareness, as meetings are instantly organized for easy access and team transparency.
Where it fits: Sales teams that lose hours to post-call admin and context reconstruction. After a 45-minute discovery call, instead of spending 20 minutes writing notes, updating Salesforce, and drafting a follow-up email, Read AI handles this automatically. You can review the notes in 2 minutes, then move on to your next interaction.
Read AI users report having 20% fewer meetings on average, and the time reclaimed can be redirected to conversations that close deals and strategic work that moves the pipeline forward.
The cross-platform intelligence is what sets Read AI apart from tools that only capture meetings. When a meeting discussion connects to an email thread and a Slack message, you see the complete story in one place.
This connected context is unique to Read AI and serves as your intelligence insurance when reps leave or transition accounts; the context and reasoning behind deals remain accessible to the team.
Pricing: Free tier available. Pro plans from $19.75/user/month.
Fathom transcribes calls and generates summaries with CRM integration for Salesforce and HubSpot workflows.
Where it fits: Teams that need straightforward call documentation with CRM sync.
Pricing: Free tier available. Paid plans from $19/user/month.
Otter provides meeting transcription with conversational search, letting you ask questions about meeting content rather than reading full transcripts.
Where it fits: Individuals or small teams focused on meeting transcription without cross-call analytics or CRM integration needs.
Pricing: Free tier offers 300 minutes monthly. Paid plans from $8.33/user/month.
Revenue intelligence platforms analyze interactions to surface patterns across deals and coach reps, giving sales leadership visibility into team performance.
Gong records calls and analyzes conversation patterns to identify winning behaviors. Managers use it to coach reps on objection handling, discovery questions, and competitive positioning based on what happens in calls.
Where it fits: Sales organizations that need systematic coaching and deal inspection across large teams. Built primarily for managers and sales leadership to analyze performance and identify coaching opportunities.
Pricing: Custom quotes are required and not listed publicly.
Chorus by ZoomInfo offers conversation intelligence, with integrations that connect conversation data to ZoomInfo's prospecting database and sales engagement platform.
Where it fits: Teams already using ZoomInfo's data ecosystem who want conversation analytics integrated with prospecting workflows.
Pricing: Custom quotes are required and not listed publicly.
Where revenue intelligence platforms serve sales teams: Conversation analytics for coaching. Pattern recognition across calls. Win/loss analysis based on actual interactions rather than CRM data alone.
Considerations: Built for sales leadership to analyze and coach, not primarily for individual rep productivity. Enterprise pricing reflects the focus on larger organizations with dedicated enablement functions.
Outbound prospecting at scale requires automation. These tools handle sequences, personalization, and follow-up cadences.
Outreach is an AI revenue workflow platform that orchestrates multi-channel sequences across email, phone, and LinkedIn. It tracks engagement and integrates with CRMs. SDRs use it to run prospecting campaigns at volume with analytics on which sequences convert.
Where it fits: Enterprise SDR teams running high-volume outbound who need sequence orchestration and engagement analytics.
Pricing: Custom quotes are required and not listed publicly.
Salesloft offers multi-channel sequencing, workflow automation, and analytics for prospecting performance.
Where it fits: Teams that need outbound automation, CRM integration, and cadence management.
Pricing: Custom quotes are required and not listed publicly.
Apollo combines a B2B contact database with outbound automation, providing prospecting data and sequencing on a single platform.
Where it fits: Teams that need prospecting data and sequencing together without managing separate tools.
Pricing: Free tier available. Paid plans from $49/user/month.
Lavender uses AI to improve email copy in real time, coaching reps on subject lines and message structure to increase reply rates.
Where it fits: Reps who want AI coaching on email writing without full sequence automation.
Pricing: Free tier available. Paid plans from $27/user/month.
Forecasting tools predict which deals will close and identify pipeline risks before they derail your quarter.
Clari combines CRM data, activity signals, and engagement patterns to forecast revenue and inspect deal health. Sales leaders use it to manage team forecasts and identify at-risk deals based on signals beyond CRM stage progression.
Where it fits: Sales organizations that need systematic forecast accuracy and pipeline risk identification. Leadership-focused rather than rep-focused.
Pricing: Custom quotes are required and not listed publicly.
Where forecasting tools help: Predicting close dates with higher accuracy than CRM alone. Identifying deals showing risk signals. Rolling up team forecasts into leadership views.
Considerations: Forecasting accuracy depends on underlying data quality. If reps don't log calls or update stages, forecasts reflect incomplete information. Teams often benefit from solving CRM accuracy first with automated capture tools before layering forecasting on top.
Before shopping for tools, map your workflow. Where does context fragment? Where do manual tasks prevent reps from selling? Where does missing information cost deals?
Start with your highest-cost problem. Here are a few examples:
Every new tool adds cognitive overhead and another system to check. Before adding another point solution, ask whether an existing tool could solve the problem with better configuration, or whether a connected platform would address multiple gaps at once.
Read AI solves the context fragmentation and admin overhead that slow down every sales team, regardless of size.
As an AI copilot, Read AI connects interactions across meetings, emails, messages, and CRM into a personal knowledge graph. CRM Copilot (powered by Sales AGI) delivers sales-specific value while Search Copilot answers cross-channel questions instantly. Proactive agents like Monday Briefing and Recommendations surface insights before you ask.
Revenue intelligence platforms like Gong focus on conversation analytics for enterprise sales organizations with dedicated coaching budgets. They're built for managers inspecting deals and coach reps across large teams. For teams that need systematic conversation analytics and coaching at enterprise scale, those platforms deliver.
For teams that need an AI assistant that captures context, automates admin, and connects information across their workflow, Read AI delivers without adding another disconnected tool to your stack.
Ready to reclaim hours from post-call admin? Try Read AI for free and see how an AI assistant that connects to your workflow changes how you sell.
Sales teams use AI across the entire deal cycle, from meeting intelligence to revenue intelligence, outbound automation, and forecasting. AI assistants like Read AI connect these functions by capturing interactions across meetings, emails, and messages, then surfacing insights both when you search and proactively through recommendations and briefings.
The best AI for sales depends on your biggest bottleneck. For reps losing hours to post-call admin and context reconstruction, an AI copilot like Read AI delivers immediate value by automating CRM updates, generating follow-ups, and making deal context searchable across all interactions.
Both, and the effects compound. AI that surfaces missed objections, identifies disengaged stakeholders, or recommends next steps based on deal signals directly improves decision-making. You win more with better information. AI that eliminates post-call admin improves win rates indirectly by giving reps more time to sell and ensuring pipeline data stays accurate.
CRM AI features, like Einstein, operate on data already in your system. They can't capture what happens in meetings and emails unless logged manually. Tools like Read AI capture interaction data automatically and push it to Salesforce, ensuring pipeline accuracy without relying on reps to log every call.
Enterprise revenue intelligence platforms require significant investment and are built for systematic coaching across large teams with dedicated enablement functions. Smaller teams (under 10-15 reps) typically get better ROI from tools that reduce admin overhead and improve deal velocity without enterprise pricing. An AI assistant with meeting intelligence, CRM automation, and cross-platform search often beats trying to replicate an enterprise stack at a smaller scale.
© 2025 Read AI, Inc.
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