Sales automation AI: 7 game-changing tools to grow your revenue faster

Artificial intelligence isn’t here to take away sales jobs. Instead, it’s actually creating more opportunities for reps to focus on what they do best: selling.

Most sales agents spend far too much time buried in admin work like follow-ups, reports, and prospecting. With the right AI sales automation tools, those manual tasks move to the background, freeing up time for real selling.

But choosing the right tool can feel like a full-time job. With so many platforms making bold claims, it’s easy to get distracted by flashy features and lofty promises if you’re not sure what to look for.

In this article, we’ll guide you through a select few of the best sales automation AI solutions that can help any sales team. We’ll also walk through how to choose the right one and why all-in-one platforms like monday CRM make for the best options for a range of sales processes.

What is sales automation AI?

Sales automation AI refers to the use of artificial intelligence tools to automate different repetitive tasks in a sales process to improve efficiency. This includes using tools and software powered by technologies like AI, machine learning (ML), and natural language processing (NLP) to automate manual tasks, gather actionable insights, and analyze sales data.

There are many ways sales automation AI is being applied across different sales processes and workflows. Teams might use it to find and qualify new leads, personalize messaging in automated emails and follow-ups, and forecast future performance.

No matter which sales processes AI automation is targeting, the key is that it’s saving your sales team time that they can use on more strategic activities, like nurturing leads and building relationships with clients.

The key benefits of AI in sales automation

Automation isn’t only about removing mundane tasks from your sales team, but about honing in on the sales tasks that require a human touch to drive revenue growth. While AI tools can handle routine processes, AI frees up sales agents to focus on higher-value tasks. Here’s a look at the main benefits of implementing AI for sales automation.

Increases sales rep productivity

With AI handling routine tasks like lead scoring, follow-ups, and data analysis, sales agents can focus on building relationships, negotiating complex deals, and creative problem-solving. With AI automation to handle specific sales processes, your sales team can shift towards more strategic workflows and offer more personalized service to leads and clients.

Improved predictive analytics and forecasting

Without AI automation, it would be a lot more challenging to gain access to predictive analytics, which are essential for measuring sales goals against current performance. AI can pull historical data, sales trends, and even external factors to provide accurate forecasts and estimations on sales projections. Armed with this data, sales leaders can make decisions based on data to reallocate resources and change course to reach sales targets every time.

Better sales funnel personalization

AI makes it a lot easier for sales agents to create personalized experiences for every lead and customer. Thanks to AI-powered smart insights such as behavioral analysis and engagement history, sales reps can generate tailored email communications, suggest relevant products and add-ons, and precisely time outreach to resonate with each prospect’s buying journey.

Targeted prospecting and lead management

AI sales automation makes lead management and prospecting a breeze by putting time-consuming tasks like prioritization, lead scoring, and routine on autopilot. Rather than spending hours sifting through hundreds of leads, AI empowers sales agents by honing in on the leads that are most likely to convert and routing them to the right agent. Then, sales teams can focus their energy on the warmest leads while AI continues to engage cooler leads with tailored content and timely follow-ups.

7 leading AI solutions for sales automation

It may seem like there’s a new AI solution for sales teams popping up on the market every day, which makes choosing the best platforms for your team feel like an uphill battle. The truth is that while countless AI tools claim to completely transform sales processes, only a few have proven their worth through consistent performance, robust features, and user satisfaction.

Below, we’ve gathered a few of the leading AI solutions for sales automation that will help sales teams address pain points across the board. Have a look at the table below for a quick overview, or keep scrolling for more detailed reviews.

1. monday CRM

Best for: Sales teams needing a visual and AI-powered end-to-end sales management platform

A popular choice for teams that want visual workflow management combined with CRM functionality, monday CRM delivers strong AI-powered capabilities that are woven into every aspect of sales management. Teams can rely on AI to help track deals, manage leads in the pipeline, automate routine tasks, and gain meaningful insights from sales data. With its affordable monthly plans, monday CRM is also easily scalable and accessible to growing sales organizations.

Key features

• AI agents offer real-time recommendations, instant reports, and sales guidance
• Automated AI workflows move deals through stages based on custom, predefined conditions
• Integrated generative AI can create personalized messages and sales content.

Pricing

• Plans starting from $12/seat/month
• 14-day free trial

Learn more about monday CRM plans and pricing.

What users are saying

G2 rating: 4.6/5

“What I like best about monday CRM is its customizability and intuitive interface. Unlike traditional CRMs, it allows us to tailor every workflow, pipeline, and automation to match our exact sales process without needing technical expertise. The visual nature of the platform makes tracking deals, activities, and communication much easier, improving both team collaboration and visibility.” — Mehraj K.

2. Apollo.io

Best for: AI-powered B2B sales engagement and lead generation

Apollo.io’s AI engine helps sales teams instantly find leads and enrich customer data through an expansive B2B database of over 210 million contacts and 35 million companies. Teams can use Apollo.io to build a pipeline, launch sales campaigns, and schedule meetings. The platform combines lead generation, email sequencing, and sales intelligence into one comprehensive solution to scale outbound sales efforts.

Key features

• AI-powered lead management identifies and enriches high-quality leads.
• AI insights enhance sales calls with pre-meeting context and call transcriptions.
• Integrated AI assistant automates sales pipeline management and prospect prioritization.

Pricing

• Free forever plan
• Plans starting from $49/user/month (billed annually)
• Free 14-day trial

What users are saying

G2 rating: 4.7/5

“One new thing I like about Apollo.io is the recent improvements in its intent data and AI-assisted recommendations. These updates help surface leads that are not just a match based on firmographics but also show real-time buying signals, making my outreach more timely and effective.” — Jeane L.

3. Gong

Best for: Revenue teams wanting to improve deal outcomes with AI analytics

Gong is a highly regarded AI platform for revenue teams known for its thorough analytics and sales coaching features. Gong specializes in analyzing sales conversations using AI to provide actionable insights, identify winning behaviors, and help sales reps improve their performance. The platform captures and analyzes calls, emails, and meetings to uncover patterns that lead to successful deals.

Key features

• AI-powered conversation intelligence identifies winning strategies for rep development.
• AI agents automate workflows and uncover actionable insights.
• AI responses to sales questions help prioritize tasks and develop deal strategies.

Pricing

What users are saying

G2 rating: 4.8/5

“What I like best about Gong is its ability to capture and analyze customer conversations with incredible detail. The AI-driven insights help us understand what’s working in our sales calls, identify coaching opportunities, and spot deal risks early. It’s also great for aligning teams — everyone from sales to product can listen to real customer feedback and make data-informed decisions.” — Sundaravalli A.

4. Salesloft

Best for: Enterprise sales teams looking for AI automation for B2B revenue growth

Using integrated AI features, Salesloft is a platform that helps sales teams drive smarter sales, close deals quicker, and sustain durable revenue growth. The platform combines sales engagement, conversation intelligence, and deal management with sophisticated AI capabilities. Salesloft excels at orchestrating complex sales processes and providing deep analytics to optimize every stage of the sales cycle.

Key features

• AI-driven cadence optimization that determines the best times and channels for outreach.
• Built-in AI agents automate tasks like prospect identification, email composition, account research, and more.
• Ai chat agents engage visitors in real-time with personalized conversations.

Pricing

Pricing is available upon request, and account agents add-on is available for an additional cost.

What users are saying

G2 rating: 4.5/5

“I really like how Salesloft feels like running a well-structured campaign, it gives a clear sense of progression and purpose. I also love the user interface; it’s clean, intuitive, and easy to navigate, and the features are thoughtfully designed to support efficient, personalized outreach.” — Garrett F.

5. Regie.ai

Best for: Sales teams focused on AI-powered prospecting and engagement

Regie.ai specializes in AI-powered sales prospecting, using AI agents to orchestrate sales tasks and manage workflows. The platform combines multiple sales prospecting features in one tool, so you can access sales engagement, data enrichment, parallel dialing, and intent all under one roof. Additionally, RegieOne brings all your prospecting tools into one interface, so reps can find, score, and engage leads without jumping between platforms.

Key features

• AI dialer engages leads and prepares reps with warm call context.
• AI workflows automate inbound follow-ups across email and social channels.
• AI scans CRM data to find and enrich ideal customer profile (ICP) contacts.

Pricing

Pricing starts from $35,000/year, and professional services like onboarding and training are calculated as add-ons and pricing is available upon request.

What users are saying

G2 rating: 4.4/5

“RegieOne keeps the consistent communication with sales prospects going in the background so you can focus on making the calls. And, RegieOne’s use of AI offers perfect, relevant messaging tailored to your branding that keeps communications seamless and personalized. It’s a game-changer and a must-have for your sales prospecting.” — Jenn D.

6. Lavender

Best for: Sales teams looking to improve email performance with AI-powered coaching

Lavender is an AI sales email coach that helps sellers create better emails that get more  in less time. Lavender operates inside the inbox that you use and uses AI to teach you how to craft better emails with suggestions, scoring, mobile optimization, and visual content. The solution can be used with email clients and platforms such as Gmail, Outlook, HubSpot, Outreach, and others.

Key features

• AI email coach scores messages in real time and suggests improvements
• Personality insights engine recommends messaging tailored to individual prospects
• AI-powered dashboard tracks performance and provides data-driven tips to increase reply rates

Pricing

• Free forever plan
• Plans starting from at $27/user/month
• 7-day free trial (includes all integrations)

What users are saying

G2 rating: 4.8/5

“Lavender has completely changed my email writing workflow. The email coach is great as it clearly highlights the score of the email along with detailed ways to improve it. The gif feature and mobile viewer have also immensely helped me in crafting more visually appealing emails, ensuring my follow ups are read more.” — Animesh A.

7. Outreach.io

Best for: Sales and RevOps teams seeking AI-powered engagement and revenue optimization

Outreach is an AI-powered revenue workflow platform that helps sales and revops teams efficiently engage with prospects while increasing revenue opportunities. The platform is packed with tools for automating different parts of the sales process, such as calling, task management, social media, and emailing.  Outreach also offers predictive analytics and sales coaching to help sales teams manage deals with greater accuracy.

Key features

• AI agents improve productivity by providing insights on revenue activity, research, and more.
• Accurate AI sales forecasts and scenario modeling give sales teams insights on deals in the pipeline.
• Built-in AI coaching can increase meeting conversions by pointing out winning strategies and areas for skills development.

Pricing

• Pricing available on request
• Per user pricing with no platform fees
• Free demo available

What users are saying

G2 rating: 4.3/5

“Outreach is an easy-to-use, reliable tool that helps our SDR team stay focused on tasks and cadences. Its consistent performance, intuitive interface, and clear layout make it simple to find everything — from accounts and contacts to email details. We use it daily, and it’s become an essential part of our workflow.” — Onkar P.

Enhance your sales strategies with monday CRM’s sales automation AI

For sales teams wanting to boost results without increasing headcount, opting for an all-in-one AI automation platform is key. Of course, the tools we covered above can be helpful in specific scenarios, but it’s a better idea to choose one platform that can do it all, like monday CRM.

With monday CRM, sales teams get access to a powerful AI CRM with advanced features that deliver custom automations, detailed sales analytics, and simplified workflows. Thanks to its built-in AI features, monday CRM helps teams implement intelligent workflows for all sales processes, from lead generation and management all the way to post-sales follow-ups. In fact, monday CRM’s AI automation features have helped companies like Oversight cut manual work by 50%, leading to more productive teams that get more done with less effort.

Here’s a glimpse at some of the standout AI automation features sales teams can use to boost productivity in monday CRM.

Categorize and sort leads at scale

With monday CRM’s lead management AI automations, your team doesn’t need to spend time manually sorting through incoming leads. Let AI manage new prospects by instantly sorting them according to type, urgency, segments, and even sentiment. After prospects are sorted, they can also be routed to the best agent based on expertise, district, or available workload.

Extract key points with AI summarization

Leave digging through emails and notes in the past. Instead, rely on monday CRM’s AI summarization. Instantly gather key points, actionable tasks, and insights from meetings, email chains, and call transcripts so that you never have to second-guess your memory of specific client needs and get straight to the heart of the matter.

Build an AI-powered digital sales team

Create a fleet of AI sales agents focused on specific tasks to help your human workforce. In a few clicks, you can get your AI agents to automate tasks like generating reports, following up with warm leads, offering on-the-spot sales insights, or providing suggestions on next steps for specific leads and clients.

Automate resource management with AI

Let AI do the heavy lifting when it comes to managing resources. Instead of wasting hours on manual scheduling, monday CRM can automate resource management with forecasting and assigning tasks according to level, availability, and skills.

How to choose the right sales automation AI tool

New AI tools seem to launch every day, each claiming to solve a unique sales challenge. But just because a tool is flashy or new doesn’t mean it’s worth your team’s time. In fact, sales leaders agree that certain tech, especially the wrong software, accounts for 42.3% of their team’s work time.

The right AI sales automation tools help teams save time and work more collaboratively. To better understand which tools to choose to help your team work more productively, there are a few key factors to look at.

Prioritize the AI features you need

First things first, create a list of the AI features your team needs both in the short and long term. This will help you determine what kind of automation solutions you need and how many different tools to implement. Some of the core AI sales automation to consider include:

• Lead scoring and qualification: Automatically rank prospects based on the likelihood of conversion.
• Email automation: Send personalized follow-ups at optimal times.
• CRM data enrichment: Instantly fill in missing contact and company information.
• Predictive analytics and sales forecasting: Provides sales projections and pipeline insights.
• Conversation intelligence: Analyze calls, messages, and meetings for coaching opportunities.
• Content personalization: Customize messaging based on prospect behavior, historical data, and individual buyer journeys.
• Pipeline management: Track deals and identify bottlenecks automatically.
• Sales tracking and reporting: Monitor team performance and spot trends.

Find a platform that offers multiple AI sales automations

You can opt for AI sales tools that address singular needs, such as Gong or Apollo.io; however, you might find your sales agents outgrow those tools after a while as your team evolves and expands.

Ideally, you want to adopt a platform that offers AI integration at every level, so that you can automate various aspects of your sales processes instead of just one piece of the puzzle. All-in-one platforms like monday CRM offer integrated AI capabilities across all sales workflows so that you can scale automation capabilities to meet your team’s unique needs.

Look for deep AI integration

A lot of AI tools only scratch the surface of what AI can accomplish. When choosing specific sales automation tools, look for ones that offer deep AI integrations with your existing workflows.

This might mean opting for tools with predictive analytics so that you can keep a close eye on deal statuses. It can also include AI agents that give you tailored recommendations on next best actions with leads and that pull up useful guides and documentation at the right time.

In any case, your goal for any AI automation tool should be to find tools that help your team work more productively without expanding resources.

Consider data security and compliance needs

One of the most important factors to consider with any new software, and especially AI software that closely monitors sensitive information, is data security and compliance.

The platforms you’re considering should clearly state how they monitor, store, and use your client’s sensitive data so that your company remains compliant with industry regulations. For example, if you’re selling medical devices to healthcare organizations, the platform you choose should demonstrate HIPAA compliance.

Join the ranks of businesses growing sales with AI automation tools

With AI tools like predictive analytics becoming more accurate by the day and AI assistants that can handle increasingly complex tasks, the future for sales automation AI looks bright. Evolving machine learning algorithms will lead to even more opportunities for personalized AI customer experiences, real-time market insights, and seamless integrations across all sales touchpoints.

However, to reap the benefits of these future AI automation developments, it’s essential to lay the right foundation today with a platform like monday CRM. Balancing an intuitive, user-friendly interface with advanced AI automation features, monday CRM can help any sales team build solid AI-powered sales strategies that evolve and scale in harmony with your organization.