Best AI tools for Salesforce

AI Voice Agents · Setup: Moderate

Our take: Voice and messaging agents for agencies and franchises, with component-level usage rates.

Best for: Agencies and franchise operators

Pricing (checked 2026-10-14): Scoped deployments: custom proposal with a quarterly commitment. Voice orchestration: $0.050 per minute; language models, telephony, and add-ons are additional. Agency subscriptions are published separately at go.assistable.ai/pricing.

AI Voice Agents · Setup: Advanced

Our take: An enterprise voice AI platform with its own telephony and a testing framework.

Best for: Enterprise contact centers and high-volume phone teams

Pricing (checked 2026-10-14): Enterprise contracts start at $30,000 annually. Final pricing is scoped around call volume, concurrency, telephony, integrations, security, and launch support.

AI Voice Agents · Setup: Advanced

Our take: A developer-first voice agent platform with usage pricing and paid support tiers.

Best for: Developers and technical agencies building voice agents

Pricing (checked 2026-10-14): Pay per minute with $5 free credits to start. Core success package: $29/month. Pro: $999/month minimum. Enterprise: contact sales.

AI Agents · Setup: Advanced

Our take: Salesforce's native agent platform, the natural choice for orgs already on Salesforce clouds.

Best for: Salesforce customers, mid-market to enterprise

Pricing (checked 2026-10-14): Free to get started. Agentforce add-ons for Sales, Service, and Field Service: $125 user/month. Industries add-ons: $150 user/month. Agentforce Max Editions: from $550 user/month. Agentforce User License: $5 USD/user/month (requires Flex Credits).

Call Notes · Setup: Easy

Our take: A meeting notetaker with a free tier and a long list of CRM and app integrations.

Best for: Teams of any size that want meeting notes synced to their CRM

Pricing (checked 2026-10-14): Free: $0. Pro: $10 per seat/month billed annually ($18 monthly). Business: $19 per seat/month billed annually ($29 monthly). Enterprise: $39 per seat/month, annual only.

Call Notes · Setup: Moderate

Our take: An all-in-one meeting assistant, scheduler, and conversation intelligence tool priced by recorder seat.

Best for: SMB and mid-market sales teams that want notes plus scheduling

Pricing (checked 2026-10-14): Startup: $19 per recorder seat/month billed annually. Organization: $24 billed annually ($29 monthly). Enterprise: $39, billed annually only. Viewers are free. 14-day free trial of the Organization plan.

Call Notes · Setup: Easy

Our take: A meeting assistant with a free-forever plan, good for reps who mainly want summaries and action items.

Best for: Individual reps and small to mid-size sales teams

Pricing (checked 2026-10-14): Free plan. Team: $15/month per user billed annually ($19 monthly), 2 user minimum. Business: $25/month per user billed annually ($34 monthly), 2 user minimum.

Revenue Intelligence · Setup: Moderate

Our take: Post-call automation that writes to Salesforce fields, now part of Salesforce.

Best for: Salesforce sales and customer success teams

Revenue Intelligence · Setup: Advanced

Our take: Activity-based revenue intelligence, now branded Backstory on the vendor's site.

Best for: Enterprise sales and RevOps teams

Prospecting Data · Setup: Easy

Our take: A combined B2B database and outreach tool with a free tier, a common first prospecting stack.

Best for: SMB and mid-market outbound teams and founders

Pricing (checked 2026-10-14): Free Starter plan with no time limit. A free trial gives access to most features. Custom plans via sales. Paid plan prices were not shown in the page text we fetched.

Enrichment · Setup: Advanced

Our take: A flexible data enrichment and GTM workflow builder for teams that want to design their own plays.

Best for: RevOps and growth teams that build custom enrichment workflows

Pricing (checked 2026-10-14): Free plan. Launch starting at $185/mo. Growth starting at $495/mo. Enterprise is custom pricing with an annual commitment. Data Credits start at $0.05 each.

Prospecting Data · Setup: Moderate

Our take: A large B2B data provider with intent signals and AI features, priced by quote.

Best for: Mid-market and enterprise sales and marketing teams

Pricing (checked 2026-10-14): No list prices published. Pricing depends on credits, add-ons, and integrations. Free trial offered.

Prospecting Data · Setup: Easy

Our take: A contact data provider with a free tier, a Chrome extension, and an MCP server for AI assistants.

Best for: SMB and mid-market SDR teams

Pricing (checked 2026-10-14): Free plan with up to 40 credits per month. Paid plan prices were not shown in the page text we fetched; Scale plan via sales.

Sales Engagement · Setup: Advanced

Our take: An enterprise sales engagement platform adding agentic AI across prospecting and deal management.

Best for: Mid-market and enterprise sales orgs

Pricing (checked 2026-10-14): Custom pricing. Combines seat-based platform access with consumption-based usage for AI workflows. Per user pricing, no platform fees, support included.

Cold Email · Setup: Moderate

Our take: A multichannel outbound platform with built-in lead data and deliverability tools.

Best for: SMB outbound teams and agencies

Pricing (checked 2026-10-14): Email: $55/month billed yearly ($69 monthly). Multichannel: $87/month billed yearly ($109 monthly). Custom plan for larger teams.

Phone · Setup: Easy

Our take: A cloud phone system with AI assistants and AI voice agents that syncs calls to your CRM.

Best for: SMB and mid-market sales and support teams

Pricing (checked 2026-10-14): AI Voice Agents: $100 per month minimum. Essentials: $30 per license/month. Professional: $50 per license/month. Custom pricing for larger plans. Annual billing saves 25% per the page.

AI Suite · Setup: Moderate

Our take: Microsoft's Sales agent brings CRM insights into Outlook and Teams for Dynamics 365 Sales or Salesforce users.

Best for: Sales teams on Microsoft 365 using Dynamics 365 Sales or Salesforce