Best AI Sales & Business Tools (2027)
AI sales and business tools find leads, write outreach, record and coach sales calls, update the CRM and handle finance and legal busywork. These are the 87 best AI sales tools in our AI tools directory, ranked by our editors — our top picks right now are Clay, Gong, Copilot Money and Apollo.io.
All 87 AI sales tools, ranked
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1
ClayFreemium
Data enrichment & AI research for GTM
Spreadsheet-style tool that combines 100+ data providers with AI research agents to build hyper-targeted lead lists.
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2
GongPaid
Revenue intelligence & AI for sales teams
Records and analyses sales calls, emails and deals with AI to coach reps, forecast revenue and spot risks.
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3
Copilot MoneyPaid
AI-powered personal finance tracker
Highly rated US budgeting app for Apple devices that uses AI to categorise spending, track investments and forecast cash flow.
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4
Apollo.ioFreemium
B2B data & AI sales platform
Database of 270M+ contacts with AI-written sequences, enrichment, dialer and deal tracking.
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5
AttioFreemium
AI-native CRM
Flexible, data-driven CRM that syncs email and calendar, enriches records and runs AI research and workflows.
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6
DocusignFreemium
E-signature & AI agreement management
The e-signature leader with Intelligent Agreement Management that uses AI to extract terms and manage contracts.
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7
EvenUpPaid
AI for personal-injury law firms
US legal AI that turns medical records into demand letters and case insights for personal-injury lawyers.
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8
Monarch MoneyPaid
Budgeting and planning with AI insights
Popular US money app for couples and families with AI assistant, budgets, investments and goals in one place.
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9
NooksPaid
AI dialer and sales assistant
US sales platform with a parallel AI dialer, call coaching and AI research that helps reps book more meetings.
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10
PandaDocFreemium
Documents, proposals and e-signatures with AI
US document platform, co-founded by Belarusian entrepreneurs, for proposals, quotes and contracts with AI drafting and e-signatures.
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11
RampFree
Finance automation & AI agents
Corporate cards and spend platform with AI that codes transactions, flags policy issues and processes bills.
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12
AmplemarketPaid
All-in-one sales platform with AI agents
Prospecting database, multichannel sequences and Duo AI copilot that finds leads and writes personalised outreach.
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13
Blue JPaid
AI tax research platform
Toronto-founded generative AI that answers US and Canadian tax questions with cited sources for accountants and lawyers.
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14
ClioPaid
Legal practice management with AI
Cloud practice management for law firms — billing, intake, documents and Clio Duo AI assistance.
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15
ClosePaid
CRM for small sales teams
Calling, email and SMS built into a fast CRM, with AI call summaries and email writing.
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16
FreshBooksPaid
Accounting for small businesses with AI
Toronto-based invoicing and accounting software for freelancers and small firms, with automated expense categorisation and smart reports.
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17
HarveyPaid
Generative AI for legal & professional work
Domain-specific AI for law firms and legal teams: research, contract analysis, drafting and due diligence.
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18
InstantlyPaid
Cold email at scale with AI
Cold-email platform with unlimited sending accounts, warm-up, a B2B lead database and AI reply agents.
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19
JobberPaid
Field-service software with AI receptionist
Edmonton-based platform for home-service businesses to quote, schedule, invoice and get paid, with Jobber Copilot and an AI receptionist.
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20
LoopioPaid
AI RFP response software
Toronto-based platform that uses AI and a content library to draft RFPs, security questionnaires and DDQs faster.
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21
NavanPaid
AI travel and expense platform
US corporate travel and expense platform with Ava AI assistant for booking, policy and automatic expense reports.
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22
PilotPaid
Bookkeeping and accounting for startups
US bookkeeping, tax and CFO service for startups that combines expert accountants with AI-powered software.
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23
PipedrivePaid
Sales CRM with AI assistant
Pipeline-focused CRM for small teams with an AI sales assistant, email writer and deal insights.
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24
ProposifyPaid
Proposal software for sales teams
Halifax-based proposal software with templates, interactive pricing, e-signatures and analytics on how buyers read proposals.
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25
QualifiedPaid
Agentic marketing with Piper AI SDR
US platform whose Piper AI SDR talks to website visitors, qualifies them and books meetings for B2B sales teams.
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26
Shopify SidekickFree
AI commerce assistant for Shopify merchants
Shopify’s built-in AI assistant from the Ottawa-founded company that writes product copy, builds reports, creates discounts and edits stores by chat.
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27
TurboTaxFreemium
Tax filing with Intuit Assist AI
America’s most popular tax-filing software, with Intuit Assist AI that explains deductions and answers tax questions.
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28
UserGemsPaid
AI command centre for outbound and ABM
Tracks job changes, new hires and buying signals and uses AI to write personalised outreach to the right contacts.
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29
AvomaPaid
AI meeting assistant for revenue teams
Records, transcribes and summarises customer calls, then coaches reps and updates the CRM automatically.
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30
BILLPaid
AI-powered financial operations
US platform for accounts payable, receivable and spend with AI agents that capture invoices and automate approvals.
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31
BrexFreemium
AI-powered spend management
Corporate cards, expenses and travel with AI that automates receipts, policies and accounting.
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32
CleoFreemium
AI money assistant
Chat-based AI financial assistant popular with young Americans for budgeting, savings goals and cash advances.
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33
CrunchbaseFreemium
Company data with AI predictions
Private-company database with funding data and AI predictions of which companies will raise, grow or be acquired.
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34
DialpadPaid
AI-powered business phone and CX
US cloud communications platform with built-in AI transcription, coaching, AI agents and contact-centre features.
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35
FilevinePaid
AI legal work platform
US case-management platform for law firms with AI that summarises records, drafts documents and answers questions about cases.
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36
folkPaid
Lightweight CRM with AI
Relationship CRM that captures contacts from email and LinkedIn and uses AI to enrich and write messages.
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37
FreshsalesFreemium
CRM with Freddy AI
Freshworks’ sales CRM with Freddy AI deal insights, lead scoring, built-in phone and email.
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38
HighspotPaid
Sales enablement with AI
Enablement platform that delivers the right content, training and AI-driven coaching to sales reps.
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39
IroncladPaid
AI contract lifecycle management
Contract management platform with AI that extracts terms, flags risks and speeds up review and approvals.
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40
KommoPaid
AI CRM for messaging sales (formerly amoCRM)
The global version of amoCRM, Russia’s best-known sales CRM, built around WhatsApp, Instagram and Telegram chats with AI agents that sell and reply.
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41
LavenderFreemium
AI sales email coach
Scores and improves your sales emails in real time inside Gmail and Outlook, with personalization research.
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42
lemlistPaid
Multichannel outreach with AI
Personalised cold email and LinkedIn campaigns with AI-written sequences, images and a lead database.
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43
OutreachPaid
AI sales execution platform
Sales engagement platform with AI agents for prospecting, deal management and call insights.
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44
PuzzleFreemium
AI accounting software for startups
US AI-native general ledger that categorises transactions, closes books in real time and produces startup metrics.
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45
QuickBooksPaid
Accounting with Intuit Assist AI
Popular small-business accounting software with Intuit Assist AI agents for invoicing, payments and insights.
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46
SalesloftPaid
Revenue orchestration with Rhythm AI
Sales engagement and revenue platform (now combined with Clari) whose Rhythm AI tells reps the next best action, with forecasting across emails, calls and deals.
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47
SpellbookPaid
AI contract drafting in Word
Microsoft Word add-in that drafts, reviews and redlines contracts with AI, trained for transactional lawyers.
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48
StampliPaid
AP automation with Billy the Bot
Invoice management platform where an AI assistant codes invoices and routes approvals around existing ERPs.
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49
SybillPaid
AI assistant that writes your sales follow-ups
Generates call summaries, follow-up emails and CRM updates from sales calls, with deal insights.
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50
UnifyPaid
Outbound agents for every rep
US go-to-market platform with AI agents that research accounts, detect buying signals and send personalised outbound sequences.
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51
XeroPaid
Cloud accounting with AI assistant JAX
Cloud accounting for small businesses with AI features and JAX, an assistant that helps with everyday finance tasks.
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52
Zoho CRMFreemium
CRM with Zia AI
Affordable CRM used by hundreds of thousands of businesses, with Zia AI predictions, anomaly detection and writing.
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53
ZoomInfoPaid
Go-to-market intelligence with Copilot
B2B contact and company data with buying signals and ZoomInfo Copilot, which prioritises accounts and drafts outreach.
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54
6sensePaid
AI revenue platform for ABM
US account-based marketing platform that predicts which accounts are in-market using intent data and AI agents.
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55
AlexiPaid
AI legal research and drafting
Toronto-based legal AI that researches case law, drafts memos and analyses documents for litigation teams.
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56
CoCounselPaid
Thomson Reuters’ AI legal assistant
AI assistant for lawyers (originally from Casetext) that researches, reviews documents and drafts with Westlaw content.
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57
CognismPaid
Compliant B2B data & intent
B2B contact data with phone-verified mobiles, GDPR compliance and intent signals for sales teams.
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58
Common RoomPaid
Buyer signals & AI for GTM
Combines product, community, web and social signals to find buyers and drafts outreach with AI agents.
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59
ExpensifyFreemium
Expense management with Concierge AI
US expense app that scans receipts with SmartScan and uses Concierge AI to code expenses, chase approvals and reimburse.
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60
GrainFreemium
AI meeting notes for customer-facing teams
Records sales and customer calls, writes notes into your CRM and lets you share highlight clips.
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61
H&R Block AI Tax AssistFreemium
AI help for US tax filing
H&R Block’s online filing with AI Tax Assist that answers tax questions in plain language, backed by human tax pros.
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62
HyperboundPaid
AI sales role-plays from real calls
Creates realistic AI buyer personas for cold calls and discovery practice, then grades reps against your playbook.
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63
Lexis+ AIPaid
LexisNexis generative legal research
Conversational legal research, drafting and summarisation grounded in LexisNexis’s authoritative content.
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64
LightspeedPaid
POS and commerce platform with AI
Montreal-based point-of-sale for retailers, restaurants and golf courses, with AI insights for inventory and sales.
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65
LivePlanPaid
Business planning with AI help
Step-by-step business planning, forecasting and performance tracking with AI-assisted writing.
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66
LushaFreemium
B2B contact data with AI recommendations
Contact and company data with AI lead recommendations, prospecting lists and a Chrome extension.
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67
RB2BFreemium
Identify website visitors at person level
US tool that identifies anonymous website visitors by name and LinkedIn profile and pushes them to Slack and CRM.
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68
Second NaturePaid
AI sales role-play training
Reps practise pitches and objection handling with a conversational AI partner that scores and coaches them.
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69
SeismicPaid
Enablement cloud with Aura AI
Sales enablement platform for content, training and coaching, with Aura AI recommending what reps need.
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70
SmartleadPaid
Cold email infrastructure
Cold-email automation with unlimited mailboxes, auto-rotation, warm-up and AI categorisation of replies.
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71
WaveFreemium
Free accounting and invoicing for small business
Toronto-based financial software with free invoicing and accounting, plus payments, payroll and AI-powered receipt scanning.
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72
DemandbasePaid
AI-powered account-based marketing & sales
ABM platform with account intelligence, intent data and AI that tells sales and marketing which accounts to target and when.
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73
DigitsPaid
AI accounting platform
AI-native accounting that categorises transactions and builds real-time financial statements for businesses and firms.
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74
LuminancePaid
Legal-grade AI for contracts
AI trained on millions of legal documents to negotiate, review and manage contracts end to end.
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75
Regie.aiPaid
AI prospecting platform
AI agents and content for outbound prospecting that write sequences, prioritise contacts and dial for reps.
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76
Reply.ioPaid
AI sales engagement with Jason AI SDR
Multichannel outreach platform with an AI SDR that finds leads, writes sequences and books meetings.
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77
Simla.comPaid
CRM for e-commerce and messenger sales
The international edition of Russia’s RetailCRM, unifying online-store orders and WhatsApp, Instagram and Telegram chats with AI replies.
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78
UpmetricsPaid
AI business plan software
Writes business plans, pitch decks and financial forecasts with AI, from templates for 400+ industries.
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79
Vic.aiPaid
Autonomous accounts payable
AI platform that reads, codes and approves invoices autonomously for accounting teams and firms.
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80
MomentumPaid
AI for revenue teams’ CRM & calls
Captures signals from calls and emails, writes summaries and keeps Salesforce and HubSpot updated automatically.
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81
People.aiPaid
Revenue intelligence from activity data
Captures emails, meetings and calls automatically into CRM and uses AI to surface deal and account insights.
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82
WarmlyPaid
AI agents for warm leads
Identifies companies and people visiting your site, scores intent and engages them with AI chat and outreach.
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83
ZeniPaid
AI bookkeeping & CFO services
AI-powered bookkeeping, accounting and finance dashboard for startups, backed by finance experts.
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84
11xPaid
Autonomous digital workers for sales
AI “digital workers” — Alice for outbound prospecting and Julian for inbound calls — that work around the clock.
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85
ArtisanPaid
AI BDR Ava for outbound
AI BDR that finds leads, researches them and runs personalised multi-channel outbound campaigns automatically.
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86
Persana AIPaid
AI agents for prospecting
Combines enrichment data and AI agents to find signals, research accounts and write personalised outreach.
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87
Seamless.AIFreemium
Real-time AI contact search
Finds verified emails and phone numbers for B2B prospects in real time with a Chrome extension.
Best AI Sales & Business Tools — FAQ
What is the best AI sales tool in 2027?
Clay is our top-rated AI sales tool right now (4.7/5), followed by Gong and Copilot Money. The best choice depends on your use case — compare features and pricing in the list above.
Are there free AI sales tools?
Yes — 22 of the 87 AI sales tools on this list are free or have a free plan, including Clay, Apollo.io, Attio and Docusign. See every one on our free AI tools list.
How does ZORGO AI rank AI sales tools?
Every tool is reviewed and rated out of 5 by a human editor for quality, usefulness and reliability, then ranked by rating and popularity. Paid placements are labelled “Sponsored” and editor ratings are never for sale.