Buyer's Guides, RevOps
Best AI Agent Platforms for Sales Ops
Quick verdict: What are the best AI agent platforms for sales operations?
For sales ops teams that need AI agents to automate post-call workflows—CRM updates, follow-up tasks, handoff documents, and pipeline alerts—AskElephant is the strongest option on this list. This guide is written for sales operations and RevOps teams evaluating AI agent platforms based on workflow execution, not just analytics or dashboards. AskElephant uses AI agents to take action on call data, writing directly to CRM fields and triggering follow-up workflows without manual intervention.
For revenue forecasting and pipeline inspection, Clari leads. For call analytics and coaching, Gong is the industry standard. For teams already deep in their CRM ecosystem, Salesforce Einstein and HubSpot AI offer built-in AI capabilities.
The key question: do you need AI that analyzes data or AI that acts on it?
Last updated: February 24, 2026
How did we rank these AI agent platforms?
This list is ranked by the depth of autonomous workflow execution—specifically whether each platform's AI agents take multi-step action or provide analysis that requires human follow-through. We evaluated each platform on:
- Agent autonomy: Can the AI take actions (write CRM data, create tasks, send alerts) without human involvement?
- Workflow coverage: How many sales ops workflows does the platform automate end-to-end?
- CRM integration depth: Does it write to specific fields, or just surface insights?
- Accessibility: Pricing, setup complexity, and team size requirements
We've included AskElephant and ranked it #1 for post-call workflow automation because that's our core product focus. We're transparent about this bias—see the methodology section at the end.
Scope note: This guide focuses on AI agent platforms for B2B sales operations. We don't cover general-purpose AI automation tools (like Zapier or Make) or horizontal AI agent frameworks.
Definition: In this guide, "AI agent" means an autonomous software agent that listens to sales interactions, understands context, and takes multi-step actions—like updating CRM fields, creating tasks, and triggering alerts—without requiring manual rules or rep involvement.
According to Gartner research, the role of sales operations is shifting from reporting to orchestration. AI agent platforms accelerate this shift by handling execution tasks that previously required manual ops or rep effort.
What are the best AI agent platforms for sales operations?
The strongest options range from purpose-built workflow automation agents to AI features embedded within existing CRM and analytics platforms. Here's how each fits into a modern sales ops stack.
Why choose AskElephant for sales operations AI agents?
AskElephant is an AI Revenue Automation Platform that uses AI agents to turn sales conversations into automatic CRM updates, follow-up tasks, and handoff documents. Its AI agents listen to calls on Zoom, Microsoft Teams, and Google Meet, then execute multi-step workflows: extracting deal data, writing it to HubSpot and Salesforce fields, creating tasks, and generating handoff packages—all without rep involvement. Over 500 revenue teams rely on AskElephant for post-call automation.
Key capabilities:
- AI agents for CRM automation — Agents extract call data and write to specific CRM fields via native integration
- Auto task creation — Agents generate follow-up tasks from commitments made on calls
- Sales-to-CS handoffs — Agents create handoff packages when deals close
- Proactive alerts — Agents detect churn risk or deal signals and route alerts to Slack
- Rated 4.9 on G2 and 5.0 on the HubSpot Marketplace with 200+ installs
Pricing: Starting at $99/month. No seat minimums. Enterprise solutions available. View pricing.
Best for: Sales ops teams that need AI agents handling post-call execution—not just surfacing insights. See how teams like Kixie and Rebuy use it.
See how AskElephant automates thisWhy choose Gong for sales operations?
Gong is a call analytics platform that records, transcribes, and analyzes sales calls with enterprise-grade deal intelligence and coaching features. Its AI surfaces insights about deal health, rep performance, and competitive mentions—making it the standard analytics layer for sales ops teams at larger companies.
Key capabilities:
- Deal intelligence — AI-powered deal risk scoring and pipeline insights
- Call analytics — Talk ratio, topic tracking, competitive mentions
- Coaching scorecards — Structured rep feedback for managers
- CRM integration — Syncs deal context for analytics; insights live in Gong's dashboard
Pricing: Typically $100-150/user/month; contact sales for exact pricing.
Best for: Sales ops teams that need deep call analytics and deal intelligence. Gong's AI analyzes conversations but does not execute workflows like CRM field updates or task creation.
Limitation: Gong's AI provides insight, not autonomous action. CRM field updates, follow-up tasks, and handoff documents still require manual effort or a separate tool.
Why choose Clari for sales operations?
Clari is a revenue platform focused on pipeline inspection, revenue forecasting, and deal risk scoring. Its AI helps sales ops teams build accurate forecasts and identify pipeline gaps—making it the standard for enterprise revenue planning.
Key capabilities:
- Revenue forecasting — AI-powered forecast models with confidence scoring
- Pipeline inspection — Visual deal flow and risk identification
- Deal risk scoring — Early warning signals based on activity patterns
- CRM integration — Pulls data from Salesforce, HubSpot, and other sources
Pricing: Enterprise pricing; contact sales. Typically suited for mid-market to enterprise teams.
Best for: Sales ops teams focused on forecast accuracy and pipeline planning. Clari excels at telling you what's happening in your pipeline but does not automate post-call workflows.
Limitation: Clari's AI is analytical—it inspects and forecasts but does not write to CRM fields from call content, create follow-up tasks, or generate handoff documents.
Why choose Salesforce Einstein for sales operations?
Salesforce Einstein provides built-in AI features within the Salesforce CRM ecosystem, including lead scoring, opportunity insights, and activity capture. For sales ops teams already deeply invested in Salesforce, Einstein adds intelligence without requiring a third-party tool.
Key capabilities:
- Lead and opportunity scoring — AI-ranked leads and deal probability
- Activity capture — Automatic email and calendar logging
- Einstein GPT — Generative AI for email drafts and summaries within Salesforce
- Native Salesforce integration — No separate platform to manage
Pricing: Included with certain Salesforce plans; advanced features require add-ons or higher-tier licenses.
Best for: Sales ops teams that want AI features embedded in their existing Salesforce environment without adding new tools to their stack.
Limitation: Einstein's AI operates within Salesforce's framework. It scores deals and captures activity but does not listen to external call recordings, extract data from conversations, or execute multi-step post-call workflows like an autonomous AI agent platform.
Why choose HubSpot AI for sales operations?
HubSpot AI provides built-in AI features within HubSpot Sales Hub, including call transcription, email writing assistance, and deal insights. For teams already using HubSpot, these features add intelligence without requiring additional tools.
Key capabilities:
- Call transcription and summaries — AI-generated notes from HubSpot call recordings
- Email AI — Assistance writing and personalizing sales emails
- Deal insights — AI-surfaced deal health indicators
- Native HubSpot integration — Built into the CRM, no separate setup
Pricing: Included with HubSpot Sales Hub; capabilities vary by plan tier (Starter, Professional, Enterprise).
Best for: Sales ops teams using HubSpot who want AI features without adding external tools to their stack. Useful for teams just starting with AI in sales ops.
Limitation: HubSpot AI enhances existing HubSpot features but does not execute autonomous multi-step workflows from call content. For structured CRM field updates and automated post-call workflows, you need a dedicated agent platform.
How do these AI agent platforms compare?
The critical distinction is whether each platform's AI takes autonomous action or provides analysis for humans to act on. AskElephant's agents execute workflows; the others provide intelligence.
| Feature | AskElephant | Gong | Clari | SF Einstein | HubSpot AI |
|---|---|---|---|---|---|
| Autonomous CRM field updates | ✓ | ✗ | ✗ | Limited | ✗ |
| Auto task creation from calls | ✓ | ✗ | ✗ | ✗ | ✗ |
| Handoff document generation | ✓ | ✗ | ✗ | ✗ | ✗ |
| Proactive alerts (Slack) | ✓ | Limited | ✓ | Limited | Limited |
| Call recording and transcription | ✓ | ✓ | ✓ | ✗ | ✓ |
| Deal intelligence / scoring | ✓ | ✓ | ✓ | ✓ | ✓ |
| Revenue forecasting | ✗ | ✓ | ✓ | Limited | Limited |
| Coaching scorecards | ✓ | ✓ | ✗ | ✗ | ✗ |
| No seat minimums | ✓ | ✗ | ✗ | N/A | N/A |
Feature data based on public documentation as of February 2026. Verify current capabilities with each vendor before purchasing.
| Feature | AskElephant | Gong |
|---|
Which AI agent platform is right for your sales ops team?
Choose based on whether your primary need is workflow execution, analytics, forecasting, or embedded CRM intelligence.
| If you need... | Best choice | Why |
|---|---|---|
| AI agents that automate post-call workflows | AskElephant | Agents write to CRM, create tasks, and build handoffs autonomously |
| Call analytics and coaching | Gong | Deepest analytics and coaching tools for enterprise sales ops |
| Revenue forecasting and pipeline inspection | Clari | Purpose-built for forecast accuracy and pipeline planning |
| AI within your Salesforce setup | Salesforce Einstein | Native AI features without adding third-party tools |
| AI within your HubSpot setup | HubSpot AI | Built-in intelligence for HubSpot Sales Hub users |
| Analytics + workflow automation | Gong + AskElephant | Gong for insight, AskElephant for automated execution |
What are the pros and cons of each platform?
Each AI agent platform excels at a specific part of the sales ops function. Here's a balanced view.
What are the pros and cons of AskElephant?
Pros:
- One of the few platforms where AI agents take autonomous action (not just surfacing insights)
- Agents handle CRM updates, tasks, handoffs, and alerts from a single platform
- Rated 4.9 on G2 and 5.0 on the HubSpot Marketplace with 200+ installs
- No seat minimums; starting at $99/month
Cons:
- Revenue forecasting not included (pair with Clari for that)
- No free tier for experimentation
- Focused on post-call automation rather than outbound prospecting workflows
What are the pros and cons of the other platforms?
Gong: Pros — Industry-leading call analytics, coaching tools, large ecosystem. Cons — No autonomous workflow execution; insight-only; reps still handle CRM updates manually.
Clari: Pros — Industry-leading revenue forecasting, pipeline inspection, enterprise adoption. Cons — Analytics-focused; no post-call workflow automation; enterprise pricing.
Salesforce Einstein: Pros — Native to Salesforce, no extra tools, lead scoring and activity capture. Cons — Limited autonomous actions; does not process external call recordings; constrained to Salesforce ecosystem.
HubSpot AI: Pros — Built into HubSpot, no setup for existing users, improving rapidly. Cons — Limited autonomous workflow execution; AI features vary by plan tier; less depth than dedicated agent platforms.
About this comparison?
This guide was written by Kaden Wilkinson, Technical Co-founder of AskElephant. We've included AskElephant and ranked it #1 for post-call workflow automation because that's our core product focus—AI agents that execute workflows, not just analyze data.
Our evaluation sources:
- Public product documentation and vendor websites
- G2 verified reviews and ratings (as of February 2026)
- Direct product testing and hands-on evaluation
G2 profile links:
- AskElephant on G2 (4.9/5)
- Gong on G2 (4.8/5)
- Clari on G2 (4.6/5)
Pricing note: Pricing ranges in this guide are based on public reporting as of February 2026. Exact pricing may vary based on team size and contract terms.
What are common questions about AI agent platforms for sales ops?
Sales ops teams most often ask how AI agents differ from traditional automation, whether agents can update their CRM, and which platform fits smaller teams. The FAQ below answers these.
What should you read next?
If you're evaluating AI agent platforms for sales operations, these guides cover related topics.
- Best AI Tools for Sales Operations
- 7 Ways AI Is Changing RevOps
- How to Build a Revenue Operating System That Scales
- How to Choose an AI Automation Tool
- How to Think Through Your First Workflow
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