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<\/a><\/p>\nSo I started experimenting with AI sales agents<\/a>. Not just CRMs with a chatbot, but tools that could actually<\/em> prospect, write personalized outreach, track replies, summarize calls, and move deals forward without me hovering.<\/p>\n In this article, I\u2019ll explain what AI agents for sales are and highlight 10 tools that can take repetitive tasks off your plate.<\/p>\n Table of Contents<\/strong><\/p>\n <\/a> <\/p>\n AI agents<\/a> for sales are task-specific tools trained to perform actions a rep would normally handle manually like sourcing leads, writing follow-ups, updating CRM fields, or summarizing calls. Unlike general AI assistants that answer questions or draft content, these agents<\/a> are built into your sales stack and act based on real-time data.<\/p>\n Think of them as software-based team members built to handle repetitive, time-sensitive sales tasks at scale, freeing you up to focus on higher-value activities like selling, strategy, and closing deals.<\/p>\n <\/a> <\/p>\n There are dozens of tasks that eat into your day \u2014 researching leads, updating the CRM, writing follow-ups, chasing next steps \u2014 all before you even get to selling. The average sales rep even loses two days a week<\/a> on admin and paperwork tasks.<\/p>\n This is a breakdown of 10 AI agents for sales<\/a> I\u2019d recommend to any founder or sales leader who needs real support, not another platform to babysit.<\/p>\n Best for:<\/strong> Sales professionals already using HubSpot who need to streamline their workflow and automate repetitive tasks.<\/p>\n I\u2019ve been exploring Breeze by HubSpot<\/a> as a way to streamline sales without piling on more tools \u2014 or more people. It\u2019s not trying to replace reps. Instead, it works more like a behind-the-scenes assistant that nudges you toward next steps, generates outreach, and keeps deals moving without you having to babysit every task.<\/p>\n What stood out to me is how it folds into my existing workflow. Breeze pulls in real-time data, suggests actions, and surfaces insights that would usually take me hours to find. It\u2019s especially helpful for handling small but time-consuming tasks, like organizing contacts or prioritizing leads.<\/p>\n It\u2019s still early-stage in some ways, but Breeze has helped me spend less time toggling between tools and more time actually talking to potential clients.<\/p>\n You can start using Breeze Copilot and a selection of core Breeze features for free<\/a> within HubSpot. More advanced AI tools \u2014 like Breeze Agents and deeper automation capabilities \u2014 are included with premium tiers of HubSpot\u2019s platform. Breeze Intelligence is available as an optional add-on for those on a paid HubSpot plan.<\/p>\n Best for:<\/strong> Sales teams looking for conversation intelligence to improve coaching, call analysis, and follow-up processes.<\/p>\n Source<\/em><\/a><\/p>\n I haven\u2019t used Gong<\/a> personally, but it\u2019s hard to ignore how often it shows up in sales circles \u2014 especially on LinkedIn. Gong records and analyzes your sales conversations to spot patterns, objections, competitor mentions, and deal risks.<\/p>\n Josh Hargett<\/a>, senior account executive at Omnisend<\/a>, loves Gong for its call summaries:<\/p>\n \u201cGong call summaries are the most helpful piece of AI so far. If I have a few back-to-back calls and do not have time to complete my notes or send a follow-up, Gong will use AI to summarize the call and remind me of next steps.\u201d<\/p>\n In another example, Hargett shared how Gong saved a colleague during a packed day of demos:<\/p>\n \u201cOnce, a colleague had three demos back-to-back and didn\u2019t have time to send a proper follow-up. Gong had already summarized each call and flagged the key next steps, so the rep just reviewed and sent personalized recaps right after the third call. Without AI, those follow-ups might\u2019ve been delayed or rushed, which could have slowed the whole deal down.\u201d<\/p>\n Sales leaders are noticing too. Adam Weitzman<\/a>, who heads enterprise sales at workforce management system Rippling<\/a>, praises how well it surfaces customer insights you\u2019d usually miss unless you were shadowing every call.<\/p>\n Source<\/em><\/a><\/p>\n Its detection tech recognizes layered concepts \u2014 like risk signals, stakeholder hesitation, or competitor threats \u2014 and brings those to the surface automatically. That kind of visibility across calls, emails, and meetings means reps and managers don\u2019t have to guess what\u2019s really happening in a deal.<\/p>\n Gong AI also generates follow-ups, account briefs, and internal updates that actually reflect where the deal stands. It helps prioritize next steps, flags stuck deals, and suggests ways to re-engage based on real conversation data.<\/p>\n On top of that, Gong updates the CRM for you, detects coaching gaps, and even predicts revenue outcomes using hundreds of behavioral signals. It\u2019s like giving your team a strategist, assistant, and coach \u2014 all in one.<\/p>\n Custom pricing available upon request.<\/p>\n Best for:<\/strong> Outbound sales teams that need powerful, customizable lead generation and enrichment capabilities.<\/p>\n I\u2019ve used Clay<\/a> to build highly targeted lead lists, and out of all the tools I\u2019ve tested, it\u2019s easily one of the most powerful when it comes to sourcing and enriching prospect data. It\u2019s more like a no-code data engine for outbound.<\/p>\n You start with inputs like LinkedIn URLs, company names, or even just job titles, and Clay lets you layer in enrichment from dozens of sources like Clearbit, Apollo, BuiltWith, LinkedIn, and more.<\/p>\n You can run bulk lookups, filter by specific attributes (like technologies used or funding stage), and then automatically clean, score, and route those leads into your outreach tool.<\/p>\n What makes it stand out is the flexibility. Jesse Ouellette<\/a>, founder of prospecting platform LeadMagic<\/a>, raves about how many use cases you can squeeze out from Clay.<\/p>\n Source<\/em><\/a><\/p>\n You can create complex automations using simple logic, without code. If you\u2019re serious about outbound and want full control over your lead sourcing, Clay is the kind of tool you build your system around.<\/p>\n Best for:<\/strong> Revenue leaders and sales managers who need accurate forecasting and pipeline visibility.<\/p>\n Clari<\/a> is a revenue intelligence platform built for sales leaders and RevOps teams who need a clear, data-backed view of what\u2019s happening after<\/em> leads enter the pipeline.<\/p>\n Justin Herrin-Knapp<\/a>, full cycle account executive at Whippy.ai<\/a>, relies on Clari\u2019s AI to take the pressure off post-meeting admin work.<\/p>\n \u201cI rely extensively on Clari for its AI-driven meeting recordings, automated note-taking, personalized follow-up email suggestions, and powerful search capabilities,\u201d he says. \u201cThis has significantly improved the speed and quality of my post-meeting communications.\u201d<\/p>\n He shared a recent experience that shows how Clari supports in-the-moment execution:<\/p>\n \u201cRecently, I had a critical demo with a high-value prospect. Using Clari\u2019s AI capabilities, the system instantly transcribed the meeting, identifying key insights and objections in real time. Immediately afterward, Clari suggested a personalized follow-up email referencing exact points from our discussion. Previously, I\u2019d have to rely on manual notes or revisit call recordings, making timely and precise follow-ups significantly harder.\u201d<\/p>\n Clari\u2019s AI flags risks early \u2014 like low activity on a high-value deal \u2014 and helps managers coach based on patterns across teams, stages, and timeframes.<\/p>\n If you\u2019re tired of chasing down updates before every forecast call or second-guessing where you\u2019ll land this quarter, Clari is built to give you the visibility and confidence you\u2019re probably missing.<\/p>\n Custom pricing available upon request.<\/p>\n Best for:<\/strong> Sales professionals who want to personalize outreach based on prospects\u2019 communication preferences and personality traits.<\/p>\n Crystal<\/a> is a personality AI tool built for sales teams who want to tailor their messaging based on how prospects naturally communicate and make decisions. I\u2019ve used it during outbound campaigns \u2014 especially when I\u2019m reaching out to execs I haven\u2019t spoken to before.<\/p>\n For example, here\u2019s an evaluation of my own profile:<\/p>\n If I\u2019m unsure whether to keep the tone direct, collaborative, or more data-driven, I\u2019ll run their LinkedIn profile through Crystal. It gives me a quick read on how they likely think and respond, along with do\u2019s and don\u2019ts for messaging.<\/p>\n The Chrome extension makes it easy to use directly in Gmail or LinkedIn. It even suggests sentence edits based on a prospect\u2019s communication style. Some profiles are surprisingly spot-on \u2014 it once flagged a VP as highly results-driven and low-patience, so I led with a clear ROI stat and got a reply within the hour.<\/p>\n That said, it works best when there\u2019s enough public data to analyze. For quieter profiles, the results can feel more generic.<\/p>\n Best for:<\/strong> Sales reps who want to optimize their email outreach for higher response rates with minimal effort.<\/p>\n I use Lavender<\/a> when I\u2019m sending cold emails and don\u2019t have time to second-guess every line. It helps me tighten the message, adjust the tone, and make sure the core value lands fast \u2014 especially when I\u2019m writing to execs who skim.<\/p>\n The scoring system gives instant feedback on deliverability, tone, length, and structure, so I\u2019m not flying blind.<\/p>\n What I\u2019ve found most helpful is the mobile preview. A lot of prospects read emails on their phones, and Lavender makes sure the key info doesn\u2019t get buried. I also use it to streamline personalization \u2014 pulling in CRM data and nudging me to get more specific without adding extra steps.<\/p>\n It\u2019s not always perfect; now and then it\u2019ll suggest something that feels a little robotic. But overall, it\u2019s helped me cut my email writing time in half \u2014 and boosted reply rates when I stick to its recommendations.<\/p>\n Best for:<\/strong> Teams that need accurate meeting transcription, organization, and follow-up automation.<\/p>\n Fireflies<\/a> automatically joins my interview calls with subject matter experts, and it\u2019s become one of those quiet tools that saves me hours every week.<\/p>\n It records the conversation, transcribes it almost instantly, and sends the transcript and summary directly to my inbox. Instead of scribbling notes or trying to remember exact phrasing, I can stay focused on the conversation and just reference the transcript later when writing.<\/p>\n The AI-generated summaries are surprisingly solid, especially when I\u2019m pulling out quotes or key insights. I\u2019ve even started asking Fireflies (or \u201cFred,\u201d as it\u2019s nicknamed) to write follow-up summaries or bullet points for internal recaps.<\/p>\n Best for:<\/strong> Remote sales teams that need integrated calling, coaching, and real-time assistance during customer conversations.<\/p>\n Dialpad<\/a> is a cloud-based business communications platform that brings together calling, messaging, video, and AI-powered insights into one place. While it\u2019s often categorized as a VoIP phone system, what sets it apart is how deeply AI is woven into the sales experience.<\/p>\n It\u2019s designed for sales and support teams that want real-time transcription, live coaching, and automated follow-ups \u2014 all during or immediately after a call. I love how it listens to your sales conversations, highlights key moments like pricing questions or competitor mentions, and even delivers real-time cue cards based on what\u2019s being discussed.<\/p>\n You can integrate it with HubSpot to log calls automatically, generate summaries, and track sentiment over time. For anyone managing or scaling a remote sales team, Dialpad offers a way to stay close to rep performance without hovering over every call.<\/p>\n Best for:<\/strong> B2B sales teams targeting complex organizations who need accurate contact data and intent signals.<\/p>\n Source<\/em><\/a><\/p>\n Cognism<\/a> is a sales intelligence platform built to help you identify, prioritize, and connect with the right people inside target accounts. It combines firmographic data, intent signals, and contact-level insights to streamline prospecting workflows and improve outreach accuracy.<\/p>\n One of its standout features is how it helps you cut through org chart noise \u2014 pinpointing decision-makers quickly, even when you\u2019re dealing with layered buying committees.<\/p>\n Recently, Cognism launched Sales Companion, a feature that surfaces relevant hiring, funding, and intent signals in seconds. It\u2019s designed to reduce research time and give reps context that actually improves response rates.<\/p>\n Charlotte Johnson<\/a>, mid-market account executive at revenue engagement platform Salesloft<\/a>, shared a great example of this in action:<\/p>\n Source<\/em><\/a><\/p>\n For teams working in crowded markets or outbound-heavy sales motions, Cognism seems to function as both a targeting tool and a data hygiene solution \u2014 aimed at keeping your pipeline clean and pointed at the right people from the start.<\/p>\n\n
What are AI agents?<\/h2>\n
The 10 AI Agents for Sales I\u2019d Recommend Right Now<\/h2>\n
1. Breeze by HubSpot<\/a><\/h3>\n
![\"ai](\"http:\/\/www.zoomlavilin.com\/wp-content\/uploads\/2025\/07\/ai-agents-tools-2-20250721-2157432.webp\" "\\"\\"")
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2. Gong<\/a><\/h3>\n
![\"ai](\"http:\/\/www.zoomlavilin.com\/wp-content\/uploads\/2025\/07\/ai-agents-tools-3-20250721-1975683.webp\" "\\"\\"")
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3. Clay<\/a><\/h3>\n
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4. Clari<\/a><\/h3>\n
![\"ai](\"http:\/\/www.zoomlavilin.com\/wp-content\/uploads\/2025\/07\/ai-agents-tools-7-20250721-4870861.webp\" "\\"\\"")
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6. Crystal<\/a><\/h3>\n
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7. Lavender<\/a><\/h3>\n
![\"ai](\"http:\/\/www.zoomlavilin.com\/wp-content\/uploads\/2025\/07\/ai-agents-tools-10-20250721-8388242.webp\" "\\"\\"")
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8. Fireflies<\/a><\/h3>\n
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9. Dialpad<\/a><\/h3>\n
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10. Cognism<\/a><\/h3>\n
![\"ai](\"http:\/\/www.zoomlavilin.com\/wp-content\/uploads\/2025\/07\/ai-agents-tools-13-20250721-4653681.webp\" "\\"\\"")
<\/p>\n![\"johnson\u2019s](\"http:\/\/www.zoomlavilin.com\/wp-content\/uploads\/2025\/07\/ai-agents-tools-14-20250721-5548239.webp\" "\\"\\"")
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