Relevance AI Review: Is It The Right Sales Tool for Your Business in 2025?

The world of sales is changing year after year in the same way it always has, but the big difference today is the boom of AI technology.

Never before have marketers and sales teams been able to source, find, nurture, and close deals on this scale. When used right, sales have never been more profitable.

I’ve recently been reading David Ogilvy’s, Ogilvy on Advertising, a man considered the father of modern advertising. The book was written in 1983, and one of the main themes throughout the book is how important data is in making sales decisions.

They used to spend thousands of dollars on funding surveys and studies to keep their fingers on the pulse of what products did, public opinions, and what the market forces were.

These days, we have access to even more powerful insights and tools at the tips of our fingers. 

One such tool specifically for sales teams is Relevance AI, a tool for building an AI workforce of sales agents to complete automated tasks, freeing up your human sales agents to work on more valuable tasks and essentially doing what they do best. 

But is it the platform for you? 

We’re deep-diving Relevance today, exploring all the features, pricing, real user reviews, and comparing it to some of the top-notch alternatives. Everything you need to make the best investment for your sales team.

Let’s go.

What is Relevance AI?

Relevance AI is a “workforce” app. 

You create AI agents (pretty much like opening a new ChatGPT chat), which you can set up to carry out particular tasks within your sales team.

Take a moment to think about all the time your team members spend writing and sending outreach emails, answering common generic questions, finding information to close deals, deep-diving platforms like LinkedIn looking for leads, and so on.

These are all highly time-consuming tasks but are pretty menial. Especially in comparison to valuable tasks like building and nurturing relationships with clients, meeting them face-to-face, and actually closing.

The Relevance AI agents aim to take over those menial tasks so your team can instead focus their time and resources on those more important tasks. Relevance isn’t trying to replace your sales team but rather acts as a tool to free them up.

Generally speaking, Relevance is designed to be as scalable as possible and, therefore, suitable for sales teams of all sizes. 

However, it’s particularly beneficial for small to mid-sized businesses (SMBs) looking to level up their sales game without breaking the bank.

If you’re struggling to keep up with leads, personalize your outreach, or simply want to make your sales process more efficient, Relevance AI might just be your new best friend.

Relevance AI shines in several key areas:

• Lead generation: Say goodbye to endless hours of manual prospecting. Relevance AI can automatically identify and qualify leads, so you can focus on what you do best – closing deals.
• Personalized outreach: No more generic, cookie-cutter emails! Relevance AI helps you tailor your messaging to each individual lead, increasing engagement and response rates.
• Sales automation: From follow-up emails to scheduling meetings, Relevance AI automates repetitive tasks, freeing up your time to focus on building relationships and closing deals.

Let’s see what else is on offer.

The main features of Relevance AI

Relevance AI has a pretty broad selection of features designed to streamline your sales process and boost your results. Here are some of the highlights:

Relevance AI is packed with features to streamline your sales process and boost your results. Here are some of the highlights:

• Bosh, AI Agent: This is your all-in-one AI sales strategist. Bosh analyzes your sales data, identifies trends, and provides actionable insights to optimize your strategies. It can help you identify your ideal customer profile, determine your best outreach channels, and even automate personalized messages at scale. Bosh integrates with your CRM, keeps everything updated, and creates handoff notes. It can research potential leads via Google, LinkedIn, and more, and communicates across multiple channels like Gmail, WhatsApp, and Outlook
• AI SDR (Inbound): Say goodbye to manual lead qualification! The AI SDR automatically engages with inbound leads, qualifies them based on your criteria, and schedules meetings with your sales team. This frees up your team to focus on building relationships and closing deals.
• AI BDR (Outbound): Outbound prospecting just got a whole lot easier. The AI BDR identifies potential leads, crafts personalized outreach messages, and sends them across multiple channels (email, LinkedIn, etc.). It even learns from your interactions to continuously improve its strategies. That means no more generic templates – just hyper-personalized outreach that stands out.

• AI Marketing Agent: Relevance AI isn’t just for sales. It can work for your marketing, too. The AI Marketing Agent helps you create targeted campaigns, segment your audience, and personalize your marketing messages. It even analyzes campaign performance and provides recommendations for optimization.
• AI Customer Support Rep: Keep your customers happy with 24/7 support. The AI Customer Support Rep handles common inquiries, resolves issues, and escalates complex cases to human agents.
• Research AI Agent: Need market intelligence or competitor analysis? The Research AI Agent scours the web, collects data, and provides valuable insights.
• Operations AI Agent: Automate those tedious administrative tasks! The Operations AI Agent handles everything from data entry to scheduling, freeing up your team for more strategic work.

Not bad. While a lot of these are standard for most AI sales agent platforms, it’s quite a solid foundation to build on. Instead of being a master of everything and offering a ton of features, think of Relevance as mastering the basics to offer a solid overall experience.

How to get started with Relevance AI

Let’s say Relevance is for you, and you’re interested in bringing it on board. What does the onboarding process look like? Is it simple stuff that gets you up and running as soon as possible, or are you forced to jump through hoops?

Let’s take a look.

If you’re looking for a more detailed breakdown of the steps, the official demo guide is actually really good.

Step #1 – Account creation

Obvious, but start by heading over to the Relevance AI website and signing up for an account. There’s a 14-day free trial if you want to try it out before committing.

You’ll need to use your email or sign in using your Gmail account, and you’ll need to choose the region where you store your data. There are US, EU, and Australian options, which is important to note since you’ll want to operate with the data legislation in mind.

Provide your basic info as well, and boom, you’re in. 

Step #2 – Setting up your project 

Once you’re on the dashboard, click the settings menu (top right), click Projects, and then create a new project for the team. I’d usually give it the name of your company.

Invite any of your sales team members and you’re ready to start AI-ing.

Step #3 – Create your first agent

Now, hop into your Relevance AI account and bring your AI agent to life.

Give it a name, a catchy description, and even a profile picture. You can build it from scratch or use one of their ready-made templates.

From here, you’ll need to select what the agent is doing. This is where that bunch of low-code tools comes in. 

From the agent screen, simply provide or integrate the same knowledge and skills as your top performers. 

For example, if you want your agent to generate SEO-optimized FAQs, just equip it with the “Google Search” and “Website Scraping” tools. 

Then you can run the agent, and that’s pretty much it. You’ll get the results you’re after (maybe after some tweaking on the settings and prompts) and you’ll have saved someone else having to have done that job.

Step #4 – Setting up a multi-agent workspace

Of course, the chances are you’ll want to use more than one agent. Simply follow the steps above to set up another agent in the team section, and you can do this as many times as you want. 

When you’ve set up and tested your agents, and you’re getting the desired results, you can then set the agents to run automatically. 

There are two modes for this:

• Approval Mode: This mode allows you to check everything the agent does. Before it does anything major, you or someone in your team needs to provide the AI with the green light to carry out the action. 
• Autopilot Mode: Give your AI free rein to do what it does best and let it run. Just let it conduct its tasks automatically without any human input, although a human can overlook the work if needed.

That’s it. While the setup and tweaking may take some time to set up initially, the idea is that you’ll save plenty of hours down the line and for months and years to come.

Relevance AI pricing plans

Now, I know what you’re thinking; what’s the damage? How much is this going to cost?

Well, Relevance AI offers a variety of pricing plans to suit different needs and budgets. They typically have a tiered structure, with higher plans providing more features and usage limits.

Here’s the rundown:

• Free: Perfect for getting started and testing the waters. You get 100 credits a day, 1 user, 10MB of knowledge storage, and access to their low-code tool builder. It’s a great way to see if Relevance AI suits you without spending a dime.
• Pro: This plan is ideal for individuals or small teams ready to take their AI game to the next level. For $19 a month, you get 10,000 credits, 2,500 runs per month, 100 MB of knowledge storage, and access to more advanced features like scheduled app runs and live chat support.
• Team: Designed for teams collaborating on AI projects. At $199 a month, you get 100,000 credits, 33,333 monthly runs, 1 GB of knowledge storage, and the ability to host GPT-4 models. Plus, you get priority support to keep your projects running smoothly.
• Business: For larger teams and organizations that must build and deploy AI agents across the board. This plan gives you 300,000 credits, 150,000 monthly runs, 5 GB of knowledge storage, a multi-agent system, and a dedicated customer success manager. All this for $599 a month.
• Bosh, the AI BDR: This custom plan is tailored for high-volume sales needs. It includes everything you need to scale your pipeline on autopilot, including detailed prospect research, personalized outreach, two-way conversations, CRM integration, and meeting scheduling. You’ll need to contact Relevance AI for a custom quote.

Relevance AI’s pricing is generally considered competitive when compared to the industry leaders, but it’s generally more pricey than most small to medium-sized businesses would like to pay.

Some of the more essential features are locked behind the upper-tier paywalls, forcing you to invest to get a well-rounded experience.

However, it’s important to carefully evaluate your needs and budget to choose the plan that offers the best value for your specific situation. Whether the tool is right depends on your individual needs as a business.

Don’t pay for features you don’t need 😉

Relevance AI reviews by real users

Alright, we’ve heard what Relevance AI has to say about itself, but what are real users saying? Let’s turn to the voices of those who have actually used the platform. We’ll tap into reviews from popular platforms like G2 and Capterra to get the inside scoop.

The Good 👍

Users are raving about Relevance AI’s user-friendly interface and powerful features. They’re seeing a real impact on their sales efficiency, thanks to the AI-powered automation that frees up their time for more strategic tasks. 

Many users highlight the platform’s ability to generate more qualified leads and improve their outreach personalization. It’s like having a whole team of AI assistants working for you!

Here are a few snippets from happy users:

• “Relevance AI has been a game-changer for our sales team. We’ve seen a significant increase in qualified leads, and our outreach has become much more effective.”
• “The AI automation features are amazing! I can finally say goodbye to tedious manual tasks and focus on what I do best – closing deals.”
• “The platform is very user-friendly, and the support team is always helpful. I highly recommend Relevance AI to any sales team looking to boost their productivity.”

The Not-So-Good 🤔

While the overall sentiment is positive, some users have pointed out a few areas for improvement. The main one? Pricing. 

Relevance AI can be a bit pricey, especially for smaller businesses or those just starting with AI sales tools.

Some users also mentioned occasional glitches and the need for more advanced reporting features.

The Bad 👎

The biggest complaint seems to be customer support. Some users have reported delays in getting responses or a lack of personalized attention. This can be frustrating when trying to troubleshoot an issue or get help with a complex task.

Overall, though, the consensus is that Relevance AI delivers on its promises and provides significant value to sales teams. Just be aware of the potential drawbacks before you commit.

Best Relevance AI alternatives

Truth is, most AI sales tools, like Relevance AI, are pretty similar in their offerings. The workflow of most sales teams works in roughly the same way, thus the AI agents are set up to match this.

But, there are notable differences between the platforms when it comes to ease of use, the ability to integrate into your workflow, pricing, how the features work, and how easy you want to onboard (or how complex your needs are).

Therefore, it’s worth taking your time to see what alternatives are there and which one best suits you. 

There’s no right or wrong here; it’s simply finding the tool that gives you what you’re looking for for the right price, and you’re happy to invest time integrating into what you already do – an investment that will actually pay off in the long term.

So, Reply.io, the best alternative if we don’t say so ourselves. 😉 

Why should you care?

Reply.io is a powerful sales engagement platform that helps you automate your outreach across multiple channels, including email, LinkedIn outreach, calls, and SMS. We’re all about maximizing efficiency without sacrificing personalization.

Here’s what sets Reply.io apart:

• Multi-channel outreach: Reach your prospects wherever they are, from their inbox to their LinkedIn feed.
• Deliverability features: Ensure your emails land in the inbox, not the spam folder, with our advanced deliverability tools.
• AI-powered features: Our AI Chat and AI SDR can help you qualify leads and automate responses, saving you time and effort.
• Email warm-up: Gradually increase your sending volume to build sender reputation and improve deliverability.

How to choose the right AI sales tool

Okay, so you’ve got the lowdown on Relevance AI and some of Relevance AI competitors. But how do you choose the right tool for your specific needs? Again, it’s not about picking the “best” tool because this is subjective. 

Instead, you’re looking for the tool that fits you and your team’s needs just right. Here are a few key factors to consider:

• Budget: AI sales tools have different price tags. Determine your budget and see which options align with it. Don’t overspend on features you don’t need! 💰
• Specific needs: Every sales team has unique requirements. Do you prioritize email outreach, LinkedIn automation, or multi-channel engagement? Choose a tool that excels in the areas most important to you.
• Integrations: Ensure the tool integrates seamlessly with your existing CRM, marketing automation platform, and other essential tools. This ensures a smooth flow of data and avoids frustrating silos.
• Ease of use: Choose a platform that’s intuitive and user-friendly, even for those who aren’t tech-savvy. The goal is to streamline your workflow, not complicate it!
• Support: Look for a provider that offers excellent customer support. You want to know that help is readily available if you encounter any issues.

To make your decision a bit easier, here’s a quick guide:

1. Identify your must-have features: What are the absolute essentials for your sales team?
2. Compare pricing and features: Create a shortlist of tools that meet your needs and budget.
3. Read user reviews: See what other users are saying about their experiences with each tool.
4. Take advantage of free trials: Most tools offer free trials, so you can test them out before committing.
5. Trust your gut: Ultimately, the best tool is the one that feels right for your team.

By following these steps, you’ll be well on your way to choosing the perfect AI sales tool to boost your productivity and close more deals.

So, is Relevance AI right for you?

Relevance AI is a powerful platform, no doubt. It’s got a slick interface, some seriously cool AI-powered features, and it can definitely help you streamline your sales process. But it’s not a magic bullet, and it’s not the cheapest option out there.

Ultimately, the best AI sales tool for you depends on your needs, budget, and priorities. If you’re looking for a user-friendly platform with strong automation capabilities and you’re not afraid of a slightly higher price tag, Relevance AI might be a good fit.

But if you’re looking for a more affordable option with a wider range of features, including multi-channel engagement, advanced deliverability tools, and top-notch customer support, then you might want to consider Reply.io.

So why not try it and see how we can help you skyrocket your productivity and close more deals? 

We’re confident you’ll love what you find.