Best Sales & Revenue Operations (2026)

1

Dori

AI sales agent that helps Shopify stores convert more shoppers into buyers.

5.0 (4)

· free

Full review

Dori is an AI shopping assistant for Shopify stores. It aims to convert more shoppers into buyers by answering their buying questions and guiding them throughout the purchasing process. The tool has two main components: Product Pal and Sidekick. Product Pal is an AI that sits on every product page, providing instant answers to product questions, recommending complementary items, and handling objections. Sidekick is a floating chat widget that understands a shopper's intent, finds products, builds routines, compares options, and handles the cart from one conversation. Dori supports natural language search in over 60 languages and has a 5-star rating on the Shopify App Store based on real reviews from merchants running the tool on their stores across various industries.

• AI sales agent for live shopper engagement
• Shopify catalog integration
• Product recommendation engine
• Conversational Q&A on product details
• Conversion and behavior insights
• Automated 24/7 customer interactions

AutogenAI is a generative AI platform built specifically for proposal, bid, and grant writing. It helps teams draft, refine, and tailor responses to RFPs and funding opportunities by combining large language models with an organization's own content library, style guidelines, and win themes. The platform is aimed at bid teams in sectors like government contracting, consulting, healthcare, and nonprofits, where response quality and turnaround time directly impact revenue. Users can generate first drafts, expand or compress sections to fit word limits, check answers against compliance requirements, and maintain a consistent tone of voice across documents. AutogenAI is delivered as an enterprise SaaS product with customer success support, security controls, and customizable language engines that learn from each organization's past winning bids.

• Generative drafting for RFP and grant responses
• Custom language engine trained on your content
• Word count expansion and compression tools
• Compliance and requirements checking
• Style, tone, and terminology controls
• Collaboration features for bid teams

3

matmat AI

Unified inbox that uses AI to instantly reply to leads across every channel.

4.8 (5)

· paid

Full review

matmat AI is a unified inbox that uses AI to instantly reply to leads across every channel. It brings conversations from website forms, texts, calls, and third-party platforms into one place, allowing businesses to manage their conversations easily. With its AI-powered response feature, matmat AI automatically responds to new inquiries within seconds, pre-qualifies leads, and schedules appointments. The platform also offers conversation filtering and prioritization, making it easier for businesses to stay organized and focused on what matters. matmat AI is designed for busy local businesses that need results without the complexity of a CRM system. Its intuitive interface requires zero training, and it seamlessly integrates with existing tools. By using matmat AI, businesses can capture leads that would otherwise be lost to competitors and improve their customer communication.

• AI-powered automatic lead responses
• Unified multi-channel inbox
• Real-time conversation handling
• Human handoff option
• Lead qualification automation
• Centralized customer messaging

Conveyr is an AI-powered platform designed to streamline the completion of security questionnaires, vendor assessments, and RFPs. By drawing on a company's existing knowledge base of past responses, policies, and documentation, it generates accurate draft answers that subject matter experts can review and approve. The tool is aimed at security, GRC, and sales teams who routinely handle long, repetitive customer due-diligence forms. It reduces the manual effort of searching for answers, copying information between documents, and chasing internal stakeholders for input. By centralizing institutional knowledge and automating first-draft responses, Conveyr helps organizations shorten sales cycles and respond to compliance requests more consistently.

• AI-generated answer drafts
• Knowledge base of past responses
• Support for security questionnaires and RFPs
• Collaboration and review workflows
• Document and spreadsheet import
• Centralized response library

5

Jason AI

AI sales assistant that finds leads, runs outreach, and books meetings on autopilot.

4.8 (4)

· paid

Full review

Jason AI is a sales assistant that automates finding leads, running outreach, and booking meetings on autopilot. It uses 1B+ real-time data to identify ideal customers and personalize multichannel sequences with messages to book meetings. Jason AI can handle replies and books meetings, and is trusted by over 250 companies. It can reach more people, stay in inboxes, and save hours with smarter outreach. Jason AI can double response rates by reaching prospects via email and LinkedIn, and engage with them in 50+ languages across multiple regions. The platform adapts to local business tone and cultural nuance to ensure every message feels native to the market. Jason AI also automates pipelines, allowing users to step in and control any part or let the system work independently. The platform uses AI models such as Claude, Gemini, and OpenAI, and allows users to pick their preferred AI engine.

• AI-generated outreach sequences
• B2B lead database and targeting
• Automated reply handling
• Meeting scheduling integration
• LinkedIn and email channels
• Personalization based on prospect data

Kolena Go-to-Market Agents are AI-powered assistants designed to handle repetitive sales and marketing tasks by working directly with a company's customer and pipeline data. They can research accounts, qualify leads, enrich CRM records, and surface insights that help revenue teams focus on higher-value activities. The agents are built to integrate with existing GTM tech stacks, pulling from internal data sources and third-party signals to produce actionable outputs. This makes them useful for sales development, account research, marketing operations, and revenue intelligence workflows. Teams typically use Kolena's agents to scale outbound efforts, reduce manual data entry, and improve targeting accuracy without expanding headcount.

• AI agents for sales and marketing automation
• Account and lead research
• CRM data enrichment
• Pipeline and revenue insights
• Integration with GTM tools
• Customizable agent workflows

Jsonify is a web data extraction platform that uses AI agents to pull structured information from online sources and return it as clean JSON. Instead of writing custom scrapers, users describe the data they want and Jsonify's agents navigate sites, parse content, and deliver results in a predictable schema. The tool is aimed at teams building data pipelines, market research workflows, lead enrichment, and any application that needs reliable structured data from the open web. It can handle large batches across millions of pages, making it suitable for both one-off extractions and ongoing monitoring tasks.

• AI agents for autonomous web browsing
• Schema-defined JSON output
• Bulk extraction across many URLs
• Natural language extraction instructions
• API access for integration
• Support for dynamic and JavaScript-heavy sites

8

Leaping AI voice agents

AI voice agents that automate call center operations and improve customer satisfaction.

4.8 (4)

· free

Full review

Leaping AI voice agents automate call center operations and improve customer satisfaction. They handle after-hour calls, improve speed to lead, and run outbound and inbound campaigns on their own. The agents answer every call in seconds, book more appointments, and deliver the same or better customer satisfaction as human agents. Leaping's platform connects agents to CRM, ERP, knowledge bases, and analytics platforms for context-aware interactions. They use large language models (LLMs), human-like voices, and background call center music to deliver high CSAT scores. The platform offers features such as call logs and transcripts, telephony built-in, integration with various tools, and analytics dashboards. Leaping works with businesses to configure agents based on their intake flow, playbook, and actual questions asked by homeowners. They then build, test, and refine the agent before going live, and monitor and improve performance after launch.

• Inbound and outbound voice automation
• Natural-sounding conversational AI
• Human escalation handoff
• Integration with call center workflows
• Analytics on call performance
• Customizable agent behavior

SlideSpeak is an AI-powered tool for creating PowerPoint presentations from text prompts, uploaded documents, or existing files. Users can describe a topic or upload PDFs, Word docs, and other source material, and the tool drafts a structured slide deck with titles, bullet points, and visuals. Beyond generation, SlideSpeak offers features like summarizing long documents into slides, translating decks, and exporting to PPTX for further editing in PowerPoint, Google Slides, or Keynote. It targets professionals, students, and teams who need to produce presentations quickly without designing slides from scratch.

• Text-to-presentation generation
• Document-to-slides conversion (PDF, DOCX)
• Built-in templates and themes
• PPTX export for offline editing
• Document summarization and Q&A
• Multi-language support

CoachGTM is an AI-powered assistant designed for go-to-market teams, including sales reps, account executives, and customer success managers. It surfaces relevant product knowledge, sales playbooks, and customer context on demand, helping teams respond to prospects and clients with accuracy and speed. By centralizing scattered information across CRMs, documents, and internal wikis, CoachGTM reduces the time spent searching for answers during live calls, email exchanges, and deal preparation. It acts as a real-time coaching layer to support reps through complex conversations and competitive situations. The tool aims to shorten ramp time for new hires, standardize messaging across teams, and improve win rates by ensuring everyone has access to the right information at the right moment.

• AI-powered Q&A for sales scenarios
• Real-time coaching during calls
• Knowledge base integration
• Sales playbook and battlecard access
• Onboarding support for new reps
• Cross-team information sharing