Best AI Sales Agents for Lead Engagement, Follow-Ups, and Scheduling in 2025

Your reps can’t follow up on every lead. Your inbox is flooded. And your pipeline is leaking - quietly, but constantly.

That’s why more teams are turning to AI sales agents as always-on teammates that qualify leads, handle follow-ups, and keep conversations moving when your humans can’t. The challenge is knowing which platforms actually work, and which are just dressed-up bots.

We’ve analyzed the leading AI sales agents of 2025 across features, integrations, and use cases from lightweight tools for lean teams to enterprise-ready platforms that serve regulated, high-touch industries.

Here’s the list of shortlisted top 10 sales AI agents in 2025:-

1. Conversive

In a category crowded with generic bots and bolt-on tools, Conversive takes a fundamentally different approach. It’s a CRM-native AI platform engineered for professionals in regulated, high-consideration industries. Think healthcare networks coordinating patient intake, universities managing admissions conversations, or law firms that require compliance, context, and care.

Conversive meets these needs with a unified AI messaging engine that works directly inside your CRM. It automates outreach, qualification, reminders, and re-engagement across channels while respecting opt-ins, audit trails, and regulatory guardrails. For organizations with complex workflows, it becomes the connective tissue between human agents, CRM data, and client conversations.

Key Features

Unlike platforms that rely on APIs or third-party connectors, Conversive is built from the ground up for CRM-native automation, contextual messaging, and industry compliance:-

1. Conversive enables real-time, two-way conversations across SMS, WhatsApp, voice, and email without switching tabs or tools.
2. Sales and support teams can trigger conversations based on CRM events like lead creation, stage changes, or missed appointments.
3. Every message sent respects TCPA, HIPAA, GDPR, and 10DLC rules, with built-in consent controls, opt-in tracking, and audit logs.
4. Industry-specific AI co-pilots assist professionals in handling intake, follow-ups, and reminders using workflows tailored to their domain.
5. The platform includes a library of pre-built automation templates for onboarding, nurturing, and no-show reduction fully configurable without code.
6. Human agents can seamlessly take over any conversation via Converse Desk, a unified inbox that supports filters, assignments, and response templates.
7. Consent preferences are managed at every level from Sender ID to campaign ensuring full visibility and control across communication flows.
8. Conversive’s analytics dashboards surface campaign performance, drop-off points, and agent productivity, helping teams continuously optimize.
   

Who It’s For

Conversive is purpose-built for organizations that deal in trust: where conversations aren’t just about converting leads, but guiding people through high-stakes decisions. This includes sectors like healthcare, education, legal services, and finance where regulatory compliance, personalized engagement, and long decision cycles are the norm.

It’s especially valuable to mid-market organizations and professional teams already using a CRM, who want automation without compromising on auditability or control. Whether it's a university admissions team managing thousands of inquiries, or a legal ops manager coordinating case updates, Conversive turns fragmented communication into orchestrated, high-impact conversations.

Use-Cases

Conversive addresses critical points of friction across the customer journey. It captures and qualifies leads the moment they engage through a QR code, web form, or missed call, then moves them forward with automated, context-aware follow-ups. It reduces no-shows by sending reminders and rescheduling options through the channels people actually check. And it reactivates dormant leads with personalized campaigns that adapt to CRM behavior, not just static lists.

For industries where one missed message can mean a lost client or compliance risk, Conversive becomes more than just automation but a whole conversational experience.

2. Second Brain Labs

Second Brain Labs positions itself as a fully autonomous AI sales agent platform for growth-driven teams that prioritize speed, volume, and scale. Its pitch is simple: eliminate manual prospecting and follow-ups by letting AI handle everything from first touch to booked meeting. While it doesn’t aim for the compliance rigor of platforms, it excels in velocity-driven sales motions where outreach scale matters more than workflow depth.

The platform plugs into your CRM and messaging channels, then executes outbound sequences based on predefined personas or imported lead lists. It’s particularly appealing to B2B sales teams that want to engage thousands of leads per week without depending on SDR bandwidth.

Key Features

Second Brain Labs is built for high-frequency outbound operations. Its core strength lies in letting sales teams delegate full pipeline activities to AI agents that adapt conversations based on real-time engagement data.

1. The platform supports AI-led outreach across SMS, email, and LinkedIn, enabling omnichannel prospecting from a single interface.
2. Users can sync contacts and intent signals directly from their CRM to auto-generate sequences that match lead behavior and funnel stage.
3. AI agents qualify leads based on custom rules, pass high-intent prospects to human reps, and automatically book meetings via integrated calendar tools.
4. Outreach logic is continuously refined by conversation data, allowing sequences to improve as more responses are analyzed.
5. Teams can monitor performance through dashboards that track replies, conversions, and meetings per campaign.
   

Who It’s For

Second Brain Labs is built for B2B companies that rely on outbound sales motions to hit their pipeline goals. This includes early-stage startups, growth teams at SaaS companies, and sales ops leaders who want to maximize rep productivity without increasing headcount.

It’s especially useful in high-volume environments where speed of outreach is more important than deep workflow customization. If your team already uses tools like Apollo or Outreach but wants AI to take over execution, Second Brain Labs fits the bill.

Use-Cases

Sales teams use Second Brain Labs to run cold outreach campaigns, qualify responses through conversational AI, and automatically route booked calls to reps’ calendars. It reduces follow-up fatigue by ensuring no lead slips through the cracks even after initial silence. Some teams also use it to nurture inbound leads that haven’t yet converted, keeping the funnel warm without manual intervention.

While it’s not tailored for industries with strict compliance or CRM-deep automations, it excels in situations where fast, consistent, and large-scale outbound is the goal.

3. Claygent

Claygent is designed for sales teams that treat data enrichment as the foundation of every outbound motion. Unlike platforms focused on messaging automation, Claygent’s strength lies in identifying, verifying, and qualifying leads before any outreach begins. It automates the grunt work of research: scraping websites, enriching contact details, and syncing data directly into your CRM.

For sales ops teams and revenue leaders building hyper-targeted prospect lists, Claygent acts as a digital research assistant by delivering cleaned, enriched, and prioritized contacts at scale.

Key Features

Claygent takes a research-first approach to sales enablement. Its features are tuned for those who want deeper insights into who their prospects are, not just how to contact them.

1. The platform scrapes websites, company pages, and LinkedIn profiles to pull current job titles, emails, social links, and firmographic data.
2. It cross-references public and private data sources to fill in missing CRM fields like funding rounds, employee count, and tech stack.
3. Sales teams can create custom filters to identify ideal customer profiles, segment by industry, or exclude existing accounts.
4. The system syncs enriched profiles directly to CRM or outreach tools, ensuring that messaging is always based on clean, up-to-date records.
5. Users can trigger enrichment as a one-time workflow or on a rolling basis for ongoing pipeline hygiene.
   

Who It’s For

Claygent is ideal for sales operations teams, BDR managers, and RevOps leaders who need to ensure data quality and precision targeting. It’s also valuable for growth teams working with account-based marketing or multi-touch sales plays that require high-fidelity contact information.

If your success depends on identifying the right accounts before even thinking about outreach, Claygent gives your team the data backbone they need.

Use-Cases

Sales teams use Claygent to build prospecting lists before launching outbound sequences, to clean and enrich inbound leads before routing, or to maintain CRM hygiene across active pipelines. It's especially useful in account-based selling environments where one bad contact can derail a play.

While Claygent doesn’t handle messaging or automation, it integrates well with tools that do it.

4. Common Room

Common Room approaches sales and prospecting from a different angle: community signals. Rather than just relying on job titles or email opens, it tracks activity across social platforms, forums, Slack groups, GitHub, and newsletters to surface leads who are already engaging with your brand or your ecosystem. It’s not a messaging tool per se, but a discovery engine for identifying high-intent prospects who haven’t yet filled out a form.

For community-led growth (CLG) teams and marketers, Common Room becomes a strategic layer that turns passive digital activity into an actionable pipeline.

Key Features

Common Room is built around signal intelligence which monitors how people interact with your content, brand, or category across public and semi-public channels.

1. The platform ingests activity from community platforms like Slack, Discord, LinkedIn, and GitHub to identify prospects engaging with relevant topics.
2. It uses machine learning to score individuals based on recency, frequency, and depth of engagement filtering out noise and surfacing warm leads.
3. Users can tag, segment, and route leads based on behavior (e.g., webinar attendees who also starred your repo on GitHub).
4. The system integrates with CRMs to match signals with existing records or create new ones ensuring community activity informs sales workflows.
5. Common Room supports outreach via email and LinkedIn, enabling follow-up once prospects hit a customizable engagement threshold.
   

Who It’s For

Common Room is tailored for companies investing in community as a growth lever especially DevTools, open-source platforms, PLG SaaS, or content-first brands. It's used by marketing and sales teams who want to supplement traditional lead scoring with behavioral insights from platforms where their audience already interacts.

If you’re tracking who shows up to events, comments in Slack channels, or stars your GitHub repo, this tool helps convert that engagement into pipeline.

Use-Cases

Teams use Common Room to identify product champions, track buying signals from community members, and create segments based on engagement intensity. It helps prioritize who to reach out to based on demographics, titles, and who’s already interacting with your ecosystem.

It's less about cold outreach, more about striking while the intent is warm.

5. Artisan

Artisan focuses on outbound personalization at scale. Instead of sending templated sequences to thousands, it enables sales and marketing teams to craft message flows that adapt to tone, sentiment, and stage across email and LinkedIn. It's not trying to be a CRM, a chatbot, or a workflow engine. Artisan is built to solve one core problem: how to make outbound messaging feel human without spending hours on every lead.

It gives SDRs and outbound marketers the tools to personalize intelligently, segment meaningfully, and optimize over time without drowning in manual edits.

Key Features

At its core, Artisan is a personalization engine designed to make outbound messages more targeted, more empathetic, and more likely to get a reply.

1. The platform analyzes prospect profiles and online presence to craft messaging that reflects their role, interests, and stage in the funnel.
2. Its sentiment analysis feature scores past responses, enabling users to segment leads based on tone and responsiveness.
3. Message flows can be configured as "personalization waterfalls," starting with high-context intros and cascading into follow-ups if there's no response.
4. Artisan integrates with LinkedIn and email clients to send and track messages from within your daily workflow.
5. Users get analytics on open rates, response sentiment, and sequence drop-offs to fine-tune campaigns continuously.
   

Who It’s For

Artisan is designed for outbound-focused teams, especially SDRs, BDRs, and content-driven marketers who want to go beyond mail merges. It's particularly useful in industries where cold outreach still works but generic messaging doesn’t, such as professional services, tech, or recruiting.

For teams who already know who they’re targeting and now need to say the right thing in the right way, Artisan is the personalization layer they’ve been missing.

Use-Cases

Teams use Artisan to run outbound campaigns that feel bespoke without the manual grind. A recruiter might tailor messages based on a candidate's recent LinkedIn posts; a B2B seller might reference a prospect’s hiring spree or conference appearance. Over time, sentiment segmentation helps teams decide who to double down on, and who to drop from the list.

Artisan doesn’t automate outreach volume. It automates relevance.

6. Gong

Gong is a pioneer in the revenue intelligence category and a visibility engine for what happens during sales calls and pipeline progression. It’s widely adopted by sales leaders and enablement teams who want data, not anecdotes, to guide coaching, forecasting, and deal strategy. Gong captures every conversation, analyzes rep behavior, and flags risk before it becomes churn.

Unlike AI agents that engage prospects, Gong observes and optimizes what your human reps are already doing making it indispensable in complex or high-stakes sales environments.

Key Features

Gong turns every customer conversation into a structured data point. Its AI models then surface patterns, risks, and opportunities across your entire pipeline:-

1. The platform records and transcribes calls across Zoom, Teams, and other conferencing tools, turning unstructured talk into searchable content.
2. It automatically flags risks like pricing objections, stalled deals, or single-threaded conversations prompting proactive coaching.
3. Sales managers receive alerts on pipeline movement, deal slippage, and activity gaps based on real-time CRM sync.
4. Gong’s dashboards provide visibility into talk ratios, keyword usage, competitor mentions, and follow-up actions.
5. Reps can review past calls, get AI-generated summaries, and use those learnings to refine future conversations.

Who It’s For

Gong is built for revenue leadership: VPs of Sales, Enablement Directors, and frontline managers who need clarity into what’s happening on calls, why deals are stalling, and how to replicate top-performer behaviors. It’s especially valuable in mid-to-large sales orgs where scale makes hands-on coaching difficult.

It also benefits RevOps and forecasting teams that want objective data to support deal confidence and forecast accuracy.

Use-Cases

Organizations use Gong to coach reps using real call examples, reduce pipeline risk by spotting deal red flags early, and benchmark performance across teams. Gong also helps with onboarding. New reps can listen to top calls and learn fast, without shadowing for weeks.

While it doesn’t automate outreach or replace reps, Gong ensures that every human conversation becomes a source of insight and competitive advantage.

7. Clari

Clari is the engine behind many enterprise sales forecasts, and not just forecasts. It captures every activity, every email, every CRM update to build a live view of your pipeline’s health, risks, and opportunities. In high-stakes B2B sales where accuracy and accountability matter, Clari is the system of record for pipeline confidence.

It’s not a tool for outreach or engagement, but a platform for strategic visibility used by CROs and revenue ops teams to align sales execution with business outcomes.

Key Features

Clari pulls together deal data, rep activity, and buyer signals to answer one critical question: will this deal close? And if not, why?

1. The platform aggregates signals from email, calendar, CRM, and call logs to track every touchpoint in the sales cycle.
2. It uses AI to assign risk scores to deals based on activity patterns, buyer engagement, and historical benchmarks.
3. Sales leaders get visualized forecast roll-ups by team, region, or segment updated in real time.
4. Reps can review their own pipeline health, receive alerts on stale opportunities, and prioritize based on win likelihood.
5. RevOps teams use Clari’s insights to identify process gaps, track adoption, and forecast with more confidence.

Who It’s For

Clari is built for enterprise revenue teams, especially those with long, multi-touch sales cycles and distributed salesforces. It’s used by CROs, RevOps leads, sales managers, and anyone responsible for delivering (or predicting) revenue.

It’s also a fit for finance and executive teams that need forecasting accuracy and narrative clarity to inform broader planning.

Use-Cases

Teams use Clari to improve forecast accuracy, coach reps on deal health, and manage pipelines with a focus on consistency. It’s particularly valuable in end-of-quarter situations where knowing what’s real, and what’s wishful.

Clari doesn’t engage leads. It ensures the leads you’ve engaged are truly moving toward closed-won.

8. 11x.ai

11x.ai is one of the most aggressive players in the autonomous sales agent space. It can help your sales reps in early-stage prospecting. Designed for B2B startups and lean sales teams, the platform assigns each company a fully autonomous AI SDR that identifies leads, sends outbound messages, handles replies, qualifies prospects, and books meetings without human intervention.

For teams stretched thin on resources but high on pipeline targets, 11x.ai offers a set-it-and-let-it-run approach to outbound.

Key Features

11x.ai focuses on reducing the manual effort of outbound by giving each customer a custom-trained AI SDR that operates like a full-time rep.

1. The AI agent conducts outbound outreach across email and LinkedIn, using pre-approved templates and logic tailored to your ICP.
2. It handles inbound replies conversationally, answering common objections, asking qualifying questions, and determining next steps.
3. Qualified leads are handed off via integrated calendar scheduling often without a single human touch.
4. Each agent improves over time using feedback loops from lead responses and booked meeting rates.
5. The platform provides transparency into every conversation thread, along with metrics for outreach, engagement, and conversion.

Who It’s For

11x.ai is purpose-built for early-stage B2B startups, solopreneurs, and lean growth teams that need to scale outreach without building an SDR team. It’s also attractive to founders and marketers who want pipeline growth but have limited time or bandwidth for execution.

If you’re not in a compliance-heavy space and your product can be sold via standard outbound, 11x.ai can deliver speed and volume at low cost.

Use-Cases

Teams use 11x.ai to run cold outbound programs, test new ICPs or markets, and fill rep calendars with qualified calls. It’s ideal for validating messaging or channels when the budget doesn’t allow hiring full-time reps. Some startups even use multiple AI agents, each tuned for different segments to test positioning in parallel.

It’s not for complex sales motions or highly regulated industries, but for fast-moving B2B outreach, it performs like a 24/7 outbound machine.

9. CustomGPT

CustomGPT brings flexibility to the forefront by enabling businesses to build their own AI agents without writing code. It offers a modular platform where users can train and deploy tailored chat agents that integrate with CRMs, websites, and lead forms. For agencies, consultants, and SMBs who want full control over how their AI behaves without engineering support, CustomGPT fills a critical gap.

It’s not a fully autonomous sales platform, but a toolkit for crafting conversational flows that reflect your brand, product, and sales strategy.

Key Features

CustomGPT emphasizes adaptability, letting teams define what the agent knows, how it responds, and when to hand it off to humans.

1. Users can train the AI on their website, knowledge base, or uploaded documents to create a domain-specific chat agent.
2. The platform allows configuration of lead capture flows, qualification logic, and call-to-action prompts using a no-code editor.
3. Agents can be embedded on websites, synced with CRMs, or deployed via API across messaging channels.
4. CustomGPT supports conditional logic, fallback messages, and CRM field mapping for personalized interactions.
5. Teams can review conversation logs, update training materials, and iterate on agent performance over time.

Who It’s For

CustomGPT is built for agencies, small businesses, and operational teams that need a flexible AI layer on top of their lead funnels. It’s especially useful for non-technical users who want to spin up tailored assistants for demos, consultations, or qualification without heavy development work.

Agencies also use it to offer white-labeled AI services to clients, customizing agents for niche use cases like real estate, coaching, or local services.

Use-Cases

Teams use CustomGPT to qualify inbound leads via chat, handle FAQs, and direct users to the right offer or booking flow. It’s also used to support sales during off-hours, triage customer inquiries, or provide initial context before human follow-up.

It doesn’t offer autonomous outreach or deep CRM-native workflows, but for inbound lead automation and conversational qualification, it’s a versatile solution.

10. Relevance AI

Relevance AI is a sales automation platform designed to unify fragmented prospecting tasks into one continuous workflow. Instead of juggling between data enrichment tools, email automation platforms, and Slack notifications, Relevance AI brings everything under one roof allowing inside sales teams to execute, track, and optimize outreach without context-switching.

It’s best suited for small, fast-moving sales teams that need to automate repetitive tasks while keeping human reps in the loop.

Key Features

Relevance AI emphasizes simplicity and speed connecting common sales tools and workflows to create an efficient, end-to-end prospecting loop.

1. Users can build drag-and-drop automation flows that combine lead sourcing, enrichment, outreach, and Slack/email notifications.
2. The platform supports native integrations with tools like Gmail, Slack, and LinkedIn, enabling multistep follow-ups from a single UI.
3. Sales teams can define conditional logic (e.g., if no reply in 3 days, send a LinkedIn message) to create smart, branching workflows.
4. The system allows reps to inject manual steps such as personalized edits or approvals into otherwise automated sequences.
5. Relevance AI provides performance dashboards that track response rates, workflow efficiency, and conversion metrics in real time.

Who It’s For

Relevance AI is designed for startups and inside sales teams that want to automate outbound without going fully autonomous. It’s particularly useful for teams that still value personal touches but need automation to handle scale and task complexity.

It's not built for compliance-heavy use cases, but it offers flexibility for teams focused on speed and experimentation.

Use-Cases

Teams use Relevance AI to automate everything from initial lead sourcing to outreach reminders and rep alerts. A typical workflow might enrich new leads from a CSV, trigger an email sequence, notify the rep via Slack if there’s a response, and escalate to a human once qualified.

It’s a good fit for teams looking to replace a patchwork of tools with one cohesive automation layer that connects people, data, and follow-up in real time.

How Should You Choose an AI Sales Agent for Your Business?

Look into your tech stack, your team, your workflows, and your risk profile while choosing an AI sales agent for your business. This section outlines the core evaluation criteria every buyer should consider before committing to a platform.

Here’s what you should evaluate while choosing a sales agent:-

i) CRM Integration

Look for platforms that work natively within your existing CRM (like Salesforce or HubSpot). Native integrations reduce setup time, enable real-time data use, and avoid fragmented workflows.

ii) Compliance Support

For teams operating in healthcare, finance, education, or legal, make sure the platform supports 10DLC, HIPAA, TCPA, and GDPR. Consent tracking and audit logs should come out of the box not as an add-on.

iii) Channel Coverage

Does the platform support the channels your audience actually uses : SMS, WhatsApp, voice, email, or LinkedIn? Prioritize multichannel orchestration if your buyers span multiple communication habits.

iv) Workflow Scope

Decide what part of the sales process you want to automate:

• Early-stage outreach
• Lead qualification
• Appointment setting and follow-ups
• Post-sale engagement and reactivation

The best tools don’t just send messages. They guide prospects through entire stages of the funnel.

v) Scalability

Can the platform handle thousands of conversations simultaneously? Does it adapt as your use cases evolve without requiring constant admin or dev time?

vi) Support Model

Some platforms are fully self-serve. Others offer managed services to handle compliance, campaign setup, or agent tuning. If you're short on internal resources, a services-backed option may offer faster ROI.

Why Choose Conversive as Your AI Sales Agent Platform

For organizations where trust, compliance, and conversion aren’t negotiable, Conversive stands out as the most complete AI sales solution on the market. It’s a CRM-native platform, purpose-built orchestration for regulated, service-led industries.

While many AI platforms automate tasks, Conversive automates trust-building conversations at scale, across channels, and within your existing systems.

Here’s why Conversive wins:-

• Conversive operates entirely inside Salesforce, allowing your team to trigger, track, and manage conversations without ever leaving the CRM.
• It includes built-in compliance infrastructure for HIPAA, TCPA, GDPR, and 10DLC, so every message sent is audit-ready by default.
• Multichannel orchestration lets you run coordinated workflows across SMS, WhatsApp, voice, and email from a single interface.
• AI co-pilots are tuned for professionals in healthcare, education, legal, and finance reflecting real-world workflows, not generic scripts.
• For teams needing support, Conversive offers outcome-based managed services: from 10DLC registration to AI agent tuning to full campaign deployment.

Ready to reduce no-shows, drop-offs, and lead response time? Book a demo today.

Frequently Asked Questions

What is an AI sales agent?

An AI sales agent is a digital assistant that automates repetitive sales tasks like outreach, follow-ups, qualification, and scheduling. These agents use CRM data, pre-defined rules, and AI models to engage leads in personalized, two-way conversations across channels like SMS, email, WhatsApp, or voice.

Are AI sales agents replacing human sales reps?

No. AI agents are built to assist sales teams. They handle repetitive, low-touch tasks such as sending reminders, responding to FAQs, and qualifying cold leads. This allows human reps to focus on high-value conversations, relationship-building, and closing.

Can AI agents handle compliance requirements?

Yes, but only some platforms do it well. Leading solutions like Conversive offer built-in features for opt-in tracking, 10DLC registration, HIPAA compliance, audit logs, and consent-based workflows. These are essential in regulated industries like healthcare, education, and finance.

How does Conversive differ from other platforms?

Conversive is one of the few AI sales platforms that’s fully embedded inside Salesforce. It goes beyond simple automation by offering contextual, compliance-first conversations that match your CRM workflows. It’s also tailored for regulated industries, with industry-specific co-pilots, real-time consent tracking, and services-backed deployment.

What types of businesses benefit most from AI sales agents?

Organizations with high inquiry volumes, long sales cycles, or multichannel customer engagement benefit most. This includes healthcare clinics, universities, legal practices, financial advisors, and contact centers where timely, personalized communication is mission-critical and human bandwidth is limited.