20 Best AI for Sales Teams to Automate Specific Sales Tasks

Sales teams are constantly on the lookout for ways to drive efficiency and close deals faster.

One opportunity? AI tools that automate critical yet time-consuming sales tasks from lead prospecting and research to initial emails and follow-ups.

That’s why we’ll be exploring 20 of the best AI tools for automating key sales tasks and making your team more effective (and efficient).

Why is it important to use task-specific AI tools?

Task-specific AI tools are trained on industry-relevant data and adjusted for a specific goal. 

For example, AiSDR is trained on email frameworks and success scripts from 50+ sales leaders. This allows AiSDR to create content that doesn’t sound generic or robotic.

Here’s a side-by-side comparison of an email by a non-finetuned ChatGPT versus one by AiSDR.

(Spoiler alert: The AiSDR email booked a meeting.)

Thanks to the sales frameworks that AiSDR uses, messages sound more human-written and to the point.

The same goes for other use cases, such as lead prospecting, generation, nurturing, and more. Task-specific tools are optimized and tested for certain scenarios within a general use case, while general-purpose tools aren’t.

Lead prospecting

A key pillar of any sales outreach strategy, lead prospecting requires sales teams to identify, research, and score leads based on the company ideal customer, sifting out those who don’t fit and contacting the ones who do.

From there, the odds of winning more customers depends directly on the ability of sales teams to prioritize leads with higher buyer intent and not waste time on those who will likely drop off. 

At the same time, lead prospecting is one of the most difficult tasks. Some of the challenges to prospecting include:

• Inaccurate and poor lead data
• Lack of technology
• Too many tools to juggle to gather quality data
• Low cold email response rates
• Lack of behavior analytics for prioritizing leads

AI tools for lead prospecting

Here are a few sales tools that use AI to power your prospecting.

AiSDR

AiSDR is an AI-powered SDR that fully automates sales outreach by communicating with prospects on autopilot until they reach a desired goal and looks for high-intent leads you can turn into demos in the fewest number of emails. 

AiSDR features you can use for lead prospecting include:

Lead discovery

To discover leads that match your ICP, just enter your search criteria and select the necessary filters. After that, AiSDR will supply you with a list of leads you can add to campaigns and start engaging.

AI prospecting

While lead discovery is more about manually searching for leads, AI prospecting lets you set sales prospecting on autopilot. 

All you need to do is set lead criteria for AiSDR to look for, and it will automatically search for relevant leads and add them to the corresponding campaign. You can also use AiSDR’s lookalike feature to find leads based on your current customers or a target audience.

LinkedIn social signals

AiSDR allows you to connect your LinkedIn account so you can go prospecting on LinkedIn. For instance, you can have AiSDR track and research people who leave likes and comments on a person’s posts or a company’s posts.

Apollo

Apollo is a sales engagement and intelligence platform that simplifies prospecting by integrating with 35M companies and providing accurate data on 210M contacts. 

Here’s how you can use Apollo for prospecting:

AI-generated lead scoring

With Apollo, you can build your own AI-generated auto-score models that analyze your CRM and Apollo account data to pick high-converting leads. To do this, you need to select criteria, variables, and weightings based on your customer profiles and CRM data. Apollo will then match them with their advanced demographic and behavioral data.

Third-party intent data

With Apollo’s third-party intent data, you can find businesses that search for solutions similar to yours. It analyzes prospects’ activity across various B2B websites and provides a list of leads with a high buying intent.

Lead research

According to HubSpot, the lack of high-quality leads is one of the biggest challenges for sales reps. 

Lead research often forces sales teams to juggle multiple sales tools to gather accurate and verified lead data, as not all platforms provide reliable sales data. is easier said than done. This is easier said than done, and it’s partly why GTM engineers have become critical for making sure all systems work in tandem.)

Other challenges sales teams face include:

• Prioritizing prospects who are ready to buy
• Constantly updating the database with new leads
• GDPR compliance issues

AI tools for lead research

Here are a few AI-powered tools you can use for researching leads.

AiSDR

Along with integrations with ZoomInfo and Sales Navigator, AiSDR provides users access to over 300 types of data insights that you can use to build behavioral profiles, dig deeper into leads, and create highly tailored messages.

Here’s how it works for lead research:

Intent or filter-based search

In addition to demographic and firmographic filters, you can use AiSDR to look for strong buyer-intent signals from leads you generate through website visitor tracking and social media engagement, such as:

• New vacancies
• Tech stack
• Recent funding round
• News and media mentions
• Search queries

You can even use AiSDR to track former product champions who move to a new company.

Lead data enrichment

AiSDR can fill in lead data gaps in your database by mapping lead data information with information from their databases. It can also check if the current information about the lead (such as their contact info, phone number, or email) is relevant.

Cognism

Cognism is a B2B prospecting platform that provides unlimited access to company and employee contact details. 

Here are the features you may find useful when diving into lead research:

Intent data

Cognism intent data will help you find decision-makers with a high buying intent and looking for solutions like yours. You’ll get their verified contact data so you can reach out to them as soon as possible. 

Prospector

Cognism’s Sales Prospector combines contact, account, and event data to match you with relevant leads. It has made lead research very easy: you can just type or tell it your request, and AI will instantly give you an answer. Also, Cognis gives you verified mobile data, so you can contact your prospects via phone and build a more personalized connection.

Inbound lead generation 

Inbound lead generation is a strategic game that requires sales teams to catch warm leads and attract their attention when they’re most likely to buy. This means collecting all the intent and behavioral data from leads and keeping it in a single source to start an outreach process when the lead shows interest. 

Here’s what sales reps usually find the most challenging in this process:

• Catching the inbound signal instantly and not missing a chance
• Determining if the prospect is a good fit
• Creating an outreach sequence on autopilot

AI tools for inbound lead generation

Here are a few AI sales tools you can use for working with inbound leads.

Clay

Clay is a platform for personalized and data-based outreach. Inbound outreach is a part of their product that helps sales reps identify relevant inbound leads and reach out to them with the right offer at the most suitable time. 

Some of the features you can use include:

Automating inbound leads capture

You can integrate your website forms with Clay to automatically synchronize captured leads and enrich them with additional data from Clay. If any data from the contact forms is missing, Clay will automatically fill it in and synchronize data fields with your CRM.

Inbound lead scoring

Prioritize your accounts by defining sorting criteria that suit your company goals. With Clay’s scoring system, you can focus on the leads that fit your ICP and avoid wasting your resources on those who just browse.

Leadfeeder

Leadfeeder is a B2B lead generation tool that turns your website visitors into paying customers. It identifies company representatives who visit your website, monitors their activity, and scores them accordingly. Then, it sends personalized outreach campaigns to those who have shown high interest in your product.  Its main features include:

Lead generation from website traffic

Leadfeeder sheds light on the anonymous website visitors, revealing their names and behaviors. It also uses 50+ behavioral and firmographic filters to identify companies with the highest buying intent. 

CRM integration

Leadfeeder automatically synchronizes website visit data with your CRM and generates reports by combining CRM and website analytics data.

Email outreach

Email outreach is not an easy nut to crack. Sales teams need to craft a personalized message for each lead and build a sequence of such emails to move the leads through the funnel. 

Here’s why it’s often hard to succeed at email outreach:

• It’s challenging to create compelling and personalized cold emails.
• Sales reps need to do prior research to create a consistent cold outreach strategy, which is time-consuming.
• The same tactics (same template-based emails, standard subject lines, etc.) are used with diminishing returns, and teams lack time to experiment with new strategies.

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AI tools for email outreach

Here’s a closer look at some tools you can use for AI-powered outreach.

AiSDR

AiSDR makes your emails personalized and timely by using a lead’s buyer intent and recent LinkedIn activity. It can cover your inbound and outbound outreach, and adjust its messaging based on where leads are at in the sales funnel.

Here are some advantages for using AiSDR for email outreach:

Done-for-you email infrastructure

AiSDR buys and starts warming up domains and email accounts once a user subscribes. It also rotates inboxes and sets overheating accounts on cooldown to avoid getting blocked. As a result, your email deliverability stays healthy and emails land in inboxes.

Sales persona builder

You can configure AiSDR to sell in your voice, your top salesperson’s voice, or a top sales leader. All you have to do is select an email framework (or provide your own), outline your value propositions, solutions to prospect pains, and examples of emails. The more you provide, the more precisely AiSDR will sell like you.

Meaningful email conversations

Compared to many other AI SDR autopilots and copilots, AiSDR is capable of sustaining a meaningful conversation with leads via email, text, and LinkedIn without need for human assistance. In addition to deeply personalized initial emails, AiSDR answers incoming lead responses within 10 minutes, sends contextualized follow-ups, and addresses questions and objections when they come up.

Luna.ai

Luna.ai is a B2B prospecting platform with a database of over 275 million verified leads. 

Here’s how Luna helps you set up email outreach:

Automatic set-up of email infrastructure

Luna.ai automatically measures your email health and provides tips on improving DNS settings. It also supports an unlimited number of email accounts and regularly warms up your inbox.

Email generation

Luna offers Orbit – a built-in AI-powered solution that creates emails from scratch based on the relevant and verified lead data. It retrieves the necessary information, makes an outline, and only after that generates an email.

Multichannel outreach

Reaching out to prospects via only one channel is not enough. A cross-channel strategy creates more touchpoints with the target audience and, as a result, increases the chances of closing more deals. 

Here’s why sales reps often struggle with multichannel outreach:

• It’s challenging to stay consistent in a multi-channel outreach strategy.
• It’s resource- and time-intensive to adjust emails to each channel.
• Analyzing and capturing data from multiple channels requires a lot of time.

AI tools for multichannel outreach

Here are some tools you can turn to for running sales outreach across multiple channels.

AiSDR

AiSDR allows you to engage your leads where they’re active, whether it’s their inbox, on LinkedIn, or via text.

Multiple channel options

AiSDR gives you the flexibility to choose how you engage with prospects. You can run outreach across email, text, and LinkedIn, tailoring your approach to fit different leads and industries. This allows you to diversify your outreach and avoid overrelying on a single channel, as a multichannel strategy tends to improve response rates.

Contextualized multichannel outreach

With AiSDR, you can set up campaigns that use multiple channels while ensuring each touchpoint feels natural and connected. If the AI has already sent an initial email, it won’t re-introduce itself from scratch over LinkedIn or text.

Instead, AiSDR adapts based on prior interactions just like a human salesperson. This contextual awareness helps create seamless cross-channel conversations.

Outplay

Outplay is a sales engagement and automation platform that helps you create personalized campaigns across channels and track their efficiency. Here’s what you can do with Outplay’s multi-channel engagement:

Create email sequences together with calls, text messages, and social media

You can mix and match various outreach channels by creating consistent sequences that sound like a compelling story. Also, you can create templates based on the best performance emails and have them at your fingertips when it’s time to create the next sequence.

Reach prospects with SMS and WhatsApp

You can trigger event-based SMS or WhatsApp messages to make your sequences more advanced and boost your conversion rates. On top of that, you can add Twitter to your sequences to reach out to the right stakeholders in your niche.

CRM and sales pipeline management 

Sales pipeline management is all about analyzing key pipeline metrics and identifying bottlenecks in the sales process. It’s a regular process that requires an analytic mindset and data processing skills. 

Here are the main challenges sales reps face here:

• Inconsistent processes among the teams
• Poor lead qualification criteria
• Inaccurate forecasting and human errors

AI tools for CRM and sales pipeline management

These are some tools you can use for managing your CRM and sales pipeline.

AiSDR

AiSDR isn’t a CRM, but it integrates seamlessly with your HubSpot account to enrich your lead data and streamline sales pipeline management.

Here’s how you can get the most out of AiSDR for sales pipeline management:

Track a lead’s activity from your CRM

AiSDR syncs with active and static HubSpot lists, and automatically adds new contacts to the right email campaigns. As conversations progress, AiSDR updates CRM records with new insights and activity, keeping your CRM data accurate and actionable.

Personalize your outreach with HubSpot properties

AiSDR can tailor emails using any three HubSpot properties, including custom. This helps you send more relevant messages based on a lead’s activity and context, making your outreach more human.

Reach out to your prospects as soon as they get into your list

Whenever a new contact enters your HubSpot list, AiSDR looks deeper into them for signs of buyer intent. Based on the data it finds, AiSDR determines the contact’s likely level of intent and adds them to the corresponding campaign. This lets AiSDR fast-track high intent prospects and redirect low-intent leads for further nurturing.

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Nutshell

Nutshell is a simple pipeline and contact management system that helps you track leads in your CRM and analyze how they move through the funnel. 

Here are the main features of Nutshell for pipeline management:

Different types of views

You can track your leads using different types of views: board view, list view, map view, or chart view.

Hot leads tracking

The hot leads feature lets you highlight the leads that matter most to you and focus all your efforts on moving them down the funnel.

Customizable lead board cards

You can define the structure of your dashboard, choose what fields to show, and customize the cards in a way that works best for you.

Sales presentations and demos

The way you structure, organize, and visualize information in your sales presentations and demos influences how the prospect perceives your offering. However, searching for content, developing the design, and creating sales presentations takes a lot of time. 

AI tools for sales presentations and demos

Here are some tools that can optimize the process of sales demos and presentations.

Gamma

Gamma is an AI platform for creating presentations and slide decks. With Gamma, you can create appealing slides, visualize your data with charts and diagrams, and use pre-made templates aligned with your brand style. On top of that, it allows you to:

Restyle your existing content

You can import your previous presentations and easily change structure, text, and design to breathe new life into your pitch.

Generate outlines

Just give it a prompt, and Gamma will generate a presentation based on your text. You can also choose different templates depending on your purpose and customize them as you like.

Supademo

Supademo is a platform for creating interactive product demos. All you need to do is to turn on Supademo and click through your product interface. After that, you can personalize the demo by adding CTAs, chapters, overlay text, and more. You can also add AI voiceovers and translate the demo into more than 15 languages. 

Other Supademo features include:

Collaboration

You can add comments, suggestions, and emojis to collaborate with your team on a product demo.

Statistics

Supademo shows you the statistics on demo views, engagement, drop-off, and completion rates.

Personalization

You can personalize demos by adding dynamic variables, conditional branching, branding, and demo chapters.

Follow-ups 

Many sales representatives underestimate the importance of follow-up messages, focusing all their efforts on outreach or demos. However, a simple follow-up can be a turning point in converting a lead into a client. 

When it comes to follow-ups, sales reps usually face the following challenges:

• Sales reps may struggle to define the next steps and create an accurate follow-up.
• Crafting a personalized follow-up takes a lot of time.

AI tools for follow-ups

Here are some sales solutions you can use for powering follow-ups.

AiSDR

As an AI SDR autopilot, AiSDR manages and sends follow-up messages until your campaign times out or until they convert into a meeting. This eliminates pipeline leakage that occurs from a lack of follow-ups.

Tailored, contextualized follow-ups

AiSDR makes sure every lead receives a follow-up over email, text, or LinkedIn, depending on how you set up the campaign. Follow-ups even adhere to the sales framework you choose, whether it’s the Justin Michael Method or Yurii Veremchuk.

Auto-management of out-of-office emails

If a lead is out of office for any reason like illness or vacation, AiSDR will pause outreach until the date specified in the OOO reply. AiSDR will then resume messaging once the lead returns to the office.

Claap

Claap is an AI agent that automates post-meeting tasks: meeting notes, follow-up emails, and CRM enrichment and provides data-based insights about why deals are lost or won. 

Some of Claap’s main features are:

Recording meetings and creating transcripts

Claap not only automatically records meetings from Google Meet or Zoom but also highlights the key insights from the meeting and provides you with the recording.

AI-powered summary generation

After the meeting, Claap generates summaries of the call so you can easily create a follow-up email and share your insights with the prospect.

Pipedrive integration

Claap frees you from manually filling in CRM fields in Pipedrive after finishing a call with the prospect. With Claap, you can also add insights from meeting recordings directly into the contact or deal or update the existing ones.

Lead nurturing

Lead nurturing involves building relationships with your prospects and gradually turning them into customers. Sales reps must focus on value and treat prospects with valuable and relevant content that solves their problems. 

But good lead nurturing requires detailed targeting, and nurturing’s effectiveness can be hindered by:

• Lack of personalization
• Poor nurturing strategy
• Inability to engage prospects and provide them with diverse contacts

AI tools for lead nurturing

These are a couple of possible tools you can use for AI-driven lead nurturing.

AiSDR

Like any trained member of your sales team, AiSDR will share the right collateral with leads, whether it’s useful blogs, case studies, or other information.

AiSDR can build meaningful conversations with leads by:

• Asking questions that qualify leads for purchase intent
• Filtering out lousy contact data
• Promoting more content and free product trials 
• Converting free trials into paid subscriptions 
• Educating prospects on the company and its services

Zixflow

Zixflow is an AI sales engagement platform that helps build connections with your prospects via multiple channels. With Zixflow, you can set engagement on autopilot without having to control each email. 

Here are Zixflow features that make lead nurturing more effective:

Automated cadences

Sales cadence helps close deals faster by reaching out to prospects multiple times via multiple channels, offering engaging and relevant content at each touchpoint. Zixflow provides users with customizable sales cadence templates for different use cases. 

Automated insights

Zixflow provides real-time statistics on each step of the cadence so you can quickly identify bottlenecks in your nurturing strategy. 

Smart cadences

Smart cadences stop the sequence if the prospect replies, giving you the freedom to decide what to do next.

Сonversica

Conversica is an AI agent built to engage leads and move them down the funnel, mimicking the natural human conversation flow. Its lead nurturing system automatically determines when the prospect has the highest interest and buying intent and adjusts the dialog to sound natural and engaging. 

Here’s how Conversica nurturing brings value:

Two-way conversations

A conversation is triggered automatically by a specific event that shows the prospect’s interest. Conversations are not general here, as Conversica pulls lead data from various sources and segments leads to deliver a personalized experience.

Conversation management

You can easily customize all aspects of the conversation with different variables to make it fit the needs of each segment. 

Reporting and analytics

Last but not least, there’s reporting and analytics.

Sifting through large amounts of data and filling in reports is not the most exciting part of sales. Plus, sales managers come across challenges like:

• Limited amount of data
• No consistent reporting structure 

AI tools for reporting and analytics

Here are a few examples of AI sales reporting and analytics tools.

Apollo

Apollo’s analytics tool gives you pre-built reports and dashboards to keep track of your sales goals and analyze the efficiency of the sales strategy. 

Its main features include:

Sales interaction analysis

Apollo reviews and analyzes sales reps’ interactions with prospects, providing insights into the best (and worst) practices.

Analytics reports

Analytics reports help you track the performance of your teams, contacts, accounts, and sales pipelines—all in one place.

People.ai

People.ai is an AI-based data platform that helps companies collect and analyze sales data, identify bottlenecks and revenue obstacles, and automate time-consuming tasks like data entry. 

These People.ai features will help with analytics and reporting:

Data foundation

The data foundation feature helps automate manual data entry, with AI automatically capturing sales activities and logging them into CRM. 

Engagement dashboards

Interactive dashboards and tables let you easily analyze the performance of your pipeline. Additionally, you can integrate your existing tools to get a more accurate picture of your sales activities.