C
CSales Assistants & CRM AI toolsFull list
Outreach, call coaching and CRM.
21 tools6 with a free plan14 with an API
21 tools
CC
From $24/mo
C
GTM AI platform with workflows, agents and chat for sales and marketing teams
Sales Assistants & CRMAPI
F
FF
Free, from $10/mo
F
AI notetaker that records, transcribes and summarizes team meetings
Meeting NotesFree planAPI
O
OAI meeting notetaker with live transcription, summaries and CRM follow-ups
Free, from $8.33/mo
O
Free, from $8.33/mo
O
AI meeting notetaker with live transcription, summaries and CRM follow-ups
Meeting NotesFree planAPI
F
FAI notetaker that records, transcribes and summarizes Zoom, Meet and Teams calls
Free, from $15/mo
F
Free, from $15/mo
F
AI notetaker that records, transcribes and summarizes Zoom, Meet and Teams calls
Meeting NotesFree planAPI
A
AA
Freemium
G
GG
Contact
G
Revenue AI platform that captures sales interactions and automates follow-up
Sales Assistants & CRM
C
CData enrichment, AI research agents and GTM workflows for sales and marketing teams
Free, from $54/mo
C
Free, from $54/mo
C
Data enrichment, AI research agents and GTM workflows for sales and marketing teams
Lead GenerationFree planAPI
G
GG
From $10/mo
T
TT
From $24.17/mo
T
AI customer service and live chat that answers questions and drives store sales
Customer SupportAPI
O
OO
Contact
O
AI agents for sales teams covering prospecting, deals, coaching and forecasts
Sales Assistants & CRMAPI
S
SS
Contact
S
Revenue platform that turns buyer signals into prioritized actions for sales teams
Sales Assistants & CRM
A
AA
From $600/mo
A
Sales platform with AI agents, B2B data, sequences and a parallel dialer
Sales Assistants & CRM
1
11
Contact
1
AI sales agents for outbound prospecting, inbound qualification and expansion
Sales Assistants & CRMAPI
M
MM
From $15/mo
R
RR
From $12/mo
J
JJ
Freemium
J
AI meeting notes with no bot in the call, plus chat and CRM follow-ups
Meeting NotesFree planAPI
L
LL
Contact
L
Real estate CRM with IDX websites, lead generation and built-in AI agents
Real Estate & ConstructionAPI
Y
YAI agents that resolve ecommerce support tickets, pre-sale questions and social DMs
From $1200/mo
Y
From $1200/mo
Y
AI agents that resolve ecommerce support tickets, pre-sale questions and social DMs
Customer Support
S
SS
Contact
S
AI voice, SMS and email agents that automate sales and customer service calls
Sales Assistants & CRMAPI
S
SAI real estate marketing platform with CRM, CMAs, email and ads for brokerages
Contact
S
Contact
S
AI real estate marketing platform with CRM, CMAs, email and ads for brokerages
Real Estate & Construction
B
BAttendee enrichment, matchmaking and member ops for community and event organizers
From $99/mo
B
From $99/mo
B
Attendee enrichment, matchmaking and member ops for community and event organizers
Workflow Automation
Sales Assistants & CRM tools compared
From each vendor's own pages, re-checked every two months. Of 21 tools we checked, 3 of 8 that state a policy don't train AI on your content, and 13 hold SOC 2 or ISO 27001.
| Tool | Salesforce/HubSpot sync | Outreach sequences | Contact database | Built-in dialer | Pipeline forecasting | MCP server |
|---|---|---|---|---|---|---|
| CCopy.ai | — | — | — | — | ||
| OOtter.ai | — | — | — | — | ||
| FFireflies.ai | — | — | — | — | ||
| FFathom | — | — | — | — | ||
| AApollo.io | — | — | — | — | ||
| GGong | — | — | — | |||
| CClay | — | — | — | — | ||
| OOutreach | — | |||||
| SSalesloft | — | — | — | — | — | |
| AAmplemarket | — | — | ||||
| 111x.ai | — | — | — | |||
| JJamie | — | — | — | — |
— means the vendor's site doesn't say.
How to choose sales assistants & crm tools
Start with the job, because this category covers several. Fathom, Otter.ai, Fireflies.ai and Jamie take meeting notes; Gong captures sales interactions and automates follow-up; Apollo.io, Clay and Amplemarket focus on contact data and prospecting; Clari handles forecasting. Some tools are built for one industry: Lofty and Sidekick by MoxiWorks serve real estate, Gorgias and Rep AI serve online stores, and Manatal serves recruiting.
Pricing model is the next filter. Otter.ai, Fathom, Fireflies.ai, Jamie, Apollo.io and Clay are freemium. Gong, Outreach, Clari and Salesloft require contacting sales, so you can't compare costs upfront. Listed starting prices run from $8.33/mo for Otter.ai to $1,200/mo for Yuma AI.
Platform fit matters if reps work away from a desk. Otter.ai, Fireflies.ai and Tidio have iOS and Android apps, while Gong and Clari are listed as web only.
API access matters if you need to connect a tool to your own systems. Apollo.io, Clay and Outreach list one; Gong, Clari and Salesloft don't in our listing. We haven't tested these tools.
Frequently asked questions
Are there free sales assistant and CRM tools?
Otter.ai, Fathom, Fireflies.ai, Jamie, Apollo.io and Clay are freemium, so each has a free tier alongside any paid plans. Manatal, Rep AI, Amplemarket, Tidio, Pearl, Gorgias and Yuma AI offer free trials instead. Check each vendor's site for what the free tier or trial includes.
How much do these tools cost?
Listed starting prices range from $8.33/mo for Otter.ai to $1,200/mo for Yuma AI. Fireflies.ai and Gorgias start at $10/mo, Clay at $54/mo and Amplemarket at $600/mo. Gong, Outreach, Clari, Salesloft, 11x.ai, Structurely, Sidekick by MoxiWorks and Lofty don't list a price, so you need to contact them for a quote.
What should I look for in a sales assistant or CRM tool?
First match the tool to the job: meeting notes, prospecting data, forecasting or customer chat. Then check whether it suits your industry, since Lofty is built for real estate and Gorgias for ecommerce. After that, compare the pricing model, the platforms your team uses and whether you need an API. Outreach and 11x.ai also list Slack as a platform, if that's where your team works.
What are some alternatives to Gong?
For capturing calls and follow-ups at a listed price, Otter.ai, Fathom and Fireflies.ai are the closest options here, and all three are freemium meeting notetakers. Jamie is similar and takes notes without a bot, on online and in-person calls. For a broader revenue platform, Outreach, Salesloft and Clari are options, though Clari focuses on forecasting and pipeline visibility. All three require contacting sales for pricing.