The best AI sales assistants for 2027 are Sybill for automating follow-ups and CRM updates for account executives, Momentum for turning call data into CRM fields and deal alerts, and Gong for teams that want an assistant built on a full revenue intelligence platform. Avoma, Fathom, Fireflies, HubSpot Breeze, Salesforce Agentforce, Lavender and Salesloft complete the list.
An AI sales assistant works alongside a human rep rather than replacing one. It joins or records meetings, writes the summary and follow-up email, fills in CRM fields, briefs the rep before the next call and answers questions about deals. The goal is to give reps back the hours they spend on admin.
This list focuses on assistants for account executives and sales managers. If you want AI that prospects on its own, see our ranking of the best AI SDR tools instead.
AI Sales Assistants At A Glance
Tool
Headquarters
Founded
Best For
Starting Price
Sybill
San Francisco, CA
2020
AE follow-ups, CRM autofill and deal briefs
Free; Pro $30/user/mo (annual)
Momentum
San Francisco, CA
2021
Structured CRM updates and deal alerts
Quote
Gong
San Francisco, CA
2015
Assistant on a full revenue intelligence platform
Quote
Avoma
San Francisco Bay Area, CA
2017
Affordable notes, coaching and scheduling
From $19/seat/mo (annual)
Fathom
San Francisco, CA
2020
Free unlimited recording with sales add-ons
Free; Team $15/user/mo (annual)
Fireflies
San Francisco, CA
2016
Low-cost notes across every meeting
Free; Pro $10/seat/mo (annual)
HubSpot Breeze
Cambridge, MA
2006
Teams on HubSpot CRM
Included with paid tiers; credits apply
Salesforce Agentforce
San Francisco, CA
1999
Teams on Salesforce
Usage-based
Lavender
United States (remote)
2020
Better sales emails
Free; Starter ~$27/mo
Salesloft
Atlanta, GA
2011
Assistant inside an engagement platform
Quote
The Best AI Sales Assistants In 2027
1. Sybill — Best All-Round AI Assistant For Account Executives
Sybill records calls, writes summaries and follow-up emails, prepares pre-meeting briefs and fills CRM fields automatically. Its Ask Sybill feature lets reps query deal context across calls, emails and Slack in plain language.
Sybill publishes pricing: a Free plan, Pro at $30 and Business at $90 per user per month on annual billing, and Enterprise by quote. CRM autofill, deal workspaces, the API and MCP access start on Business.
Momentum extracts structured data from calls, such as MEDDICC fields, next steps and competitor mentions, and writes it straight into Salesforce or HubSpot. It also posts deal alerts and summaries to Slack so managers see risk without opening the CRM.
Momentum sells by quote and is aimed at mid-market and enterprise revenue teams with defined sales methodologies.
3. Gong — Best Assistant On A Full Intelligence Platform
Gong’s AI briefs reps before calls, drafts follow-ups, answers questions about accounts and flags deal risk, all grounded in the conversations Gong captures. If you already need conversation intelligence and forecasting, its assistant features come along with it.
Gong prices per user plus a platform fee, by quote, which makes it a larger purchase than a standalone assistant.
4. Avoma — Best Value Assistant With Coaching Add-Ons
Avoma combines meeting recording, AI notes, scheduling and CRM sync, with optional conversation intelligence and revenue intelligence add-ons for coaching and deal tracking. Viewers are free, so only reps who record need a seat.
Avoma’s Startup plan is $19 per recorder seat per month billed annually, Organization is $29, and the Conversation Intelligence add-on is $29 per seat. That stack still costs far less than enterprise platforms.
Fathom offers unlimited recording and transcription on its free plan, with paid tiers that unlock more AI summaries, team features and CRM sync. Its Business plan adds field-level CRM updates and coaching analytics for sales teams.
Team Edition is $15 per user per month billed annually with a two-seat minimum, and Business is $25 per user per month billed annually.
6. Fireflies — Best Low-Cost Notes Across Every Meeting
Fireflies joins meetings across Zoom, Meet and Teams, transcribes them, summarizes action items and pushes notes to the CRM. Its Business plan adds conversation intelligence across the team.
Fireflies lists Pro at $10 and Business at $19 per seat per month on annual billing, with Enterprise at $39.
Breeze is HubSpot’s AI layer. For sales it summarizes records, drafts emails, researches companies and runs prospecting and customer agents, all using data in HubSpot. It is the simplest choice for teams that already live in HubSpot.
Breeze features come with paid HubSpot tiers, and agent actions draw on HubSpot credits.
Agentforce for Sales includes AI that summarizes opportunities, drafts emails, coaches reps and runs autonomous agents on Salesforce data. Its strength is direct access to Salesforce records, permissions and workflows.
Pricing combines Salesforce licenses with usage-based credits or add-ons.
9. Lavender — Best AI Writing Assistant For Sales Email
Lavender scores emails in real time inside Gmail and Outlook and suggests changes that tend to lift replies. It is narrow but effective, and it works alongside any of the other tools on this list.
Plans start free, with paid tiers from about $27 per month.
10. Salesloft — Best Assistant Inside An Engagement Platform
Salesloft includes AI research agents, an Ask Salesloft agent, call summaries and next-step suggestions inside its cadence and calling workflow, now backed by Clari’s forecasting after the 2025 merger.
Salesloft sells by quote, typically to mid-market and enterprise teams.
How We Evaluated These Tools
We evaluated assistants on how much admin they remove for a typical account executive. We reviewed product and pricing pages in November 2026 and favored tools that publish prices where features were comparable.
Meeting capture quality and summary accuracy
Follow-up drafting and CRM autofill depth
Pre-call research and deal Q&A
Integrations with Salesforce, HubSpot and Slack
Price per active seat
How To Choose An AI Sales Assistant
If budget is tight, start with Fathom, Fireflies or Avoma. If your problem is incomplete CRM data, look at Sybill Business or Momentum. If leadership also wants coaching and forecasting, an assistant built into Gong or Salesloft may be cheaper than stacking tools. For notes alone, see our list of the best AI meeting assistants.
Frequently Asked Questions
What does an AI sales assistant do?
It records and summarizes sales calls, drafts follow-up emails, updates CRM fields, prepares briefs before meetings and answers questions about deals, so reps spend less time on admin.
What is the best free AI sales assistant?
Fathom’s free plan offers unlimited recording and transcription, and Sybill and Fireflies also have free tiers. Free plans usually limit AI summaries or storage.
Is an AI sales assistant the same as an AI SDR?
No. An assistant helps a human rep do their job, while an AI SDR performs prospecting and outreach on its own.
Do AI sales assistants work with Salesforce and HubSpot?
Yes. Sybill, Momentum, Gong, Avoma, Fathom and Fireflies all sync with Salesforce and HubSpot, though CRM field updates are often limited to higher tiers.
Conclusion
Sybill is the best all-round AI sales assistant for account executives in 2027, Momentum is the best for structured CRM data, and Avoma and Fathom offer the most value per seat. Teams already on HubSpot or Salesforce should test the built-in Breeze and Agentforce options before adding another vendor.
