# SalesDirector.ai Software Reviews, Demo & Pricing - 2026 > Review of SalesDirector.ai Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/ai-sales-assistant/salesdirector-ai-profile --- [Home](https://www.softwareadvice.com/) / [Customer Success Software](https://www.softwareadvice.com/customer-success/) / SalesDirector.ai Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview # SalesDirector.ai 2026: Benefits, Features & Pricing Wondering if SalesDirector.ai is right for your organization? Our Customer Success Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews ## Overview SalesDirector.ai 4.5 [(31)](https://www.softwareadvice.com/marketing/salesdirector-ai-profile/#reviews) Pricing Starting at $29.00 per month ### About SalesDirector.ai SalesDirector.ai is a data capture solution designed to help sales, marketing and customer success teams within businesses access email or calendar interactions, optimize contact information, manage accounts and automate data entry processes from within a unified platform. Administrators can create customizable dashboards and gain insights into revenue data based on sales representatives, territories, customers and new account growth. Key features of SalesDirector.ai include account-based marketing (ABM), leaderboards, data visualization and sentiment analysis. Businesses can identify risks within each territory, identify account upsell or expansion opportunities and target disengaged stakeholders. Additionally, the signature capture technology helps teams fill in titles, phone numbers and other information about contacts. SalesDirector.ai facilitates integration witj Microsoft Office 365, Salesforce, Microsoft Dynamics, Tableau and more. The product is available on monthly subscriptions and support is extended via documentation and other online measures. Wondering if SalesDirector.ai is right for your organization? Our Customer Success Software selection experts can help you in 15 minutes or less. ## SalesDirector.ai User Interface ## Popular SalesDirector.ai Alternatives Main Product SalesDirector.ai 4.5 [(31)](https://www.softwareadvice.com/marketing/salesdirector-ai-profile/#reviews) Ratings Breakdown - 4.58Ease of use - 4.71Value for money - 4.67Customer support - 4.45Functionality Pricing Starting at $29.00 per month Get Price Alternative Product [Pipedrive](https://www.softwareadvice.com/crm/pipedrive-profile/) 4.5 [(3055)](https://www.softwareadvice.com/crm/pipedrive-profile/reviews/) Ratings Breakdown - 4.54Ease of use - 4.39Value for money - 4.37Customer support - 4.30Functionality Pricing Starting at $19.00 per month Get Price Alternative Product [EngageBay CRM](https://www.softwareadvice.com/crm/engagebay-profile/) 4.7 [(908)](https://www.softwareadvice.com/crm/engagebay-profile/reviews/) Ratings Breakdown - 4.54Ease of use - 4.70Value for money - 4.80Customer support - 4.59Functionality Pricing Starting at $14.99 per month Get Price Alternative Product [Outreach](https://www.softwareadvice.com/live-chat/outreach-profile/) 4.4 [(311)](https://www.softwareadvice.com/live-chat/outreach-profile/reviews/) Ratings Breakdown - 4.20Ease of use - 4.24Value for money - 4.13Customer support - 4.42Functionality Pricing Available upon request Get Price Alternative Product [SalesLoft](https://www.softwareadvice.com/crm/salesloft-profile/) 4.3 [(231)](https://www.softwareadvice.com/crm/salesloft-profile/reviews/) Ratings Breakdown - 4.29Ease of use - 4.10Value for money - 4.08Customer support - 4.23Functionality Pricing Available upon request Get Price Alternative Product [Close](https://www.softwareadvice.com/crm/close-io-profile/) 4.7 [(164)](https://www.softwareadvice.com/crm/close-io-profile/reviews/) Ratings Breakdown - 4.61Ease of use - 4.36Value for money - 4.55Customer support - 4.29Functionality Pricing Starting at $9.00 per month Get Price ## SalesDirector.ai Pricing and Plans Starting price: $29.00 per month Free Trial Free Version Activity Capture $29.00 per user, per month Plan includes: - Automatically Log Emails & Events to CRM - Automatically Create Contacts - Enrich Contacts w/ Signature Capture Revenue Insights Pricing available upon request Plan includes: - Automatically Log Emails & Events to CRM - Automatically Create Contacts - Enrich Contacts w/ Signature Capture - Activity Meta Data Writeback to CRM - Opportunity Health Index to CRM - Account & Contact Health Index to CRM - Account & Contact Health Index to Salesforce - Reporting Analytics (available per seat) - 3rd Party Contact Enrichment (Clearbit, ZoomInfo, etc.) - Google GSuite Read More Revenue API Pricing available upon request Plan includes: - Automatically Log Emails & Events to CRM - Automatically Create Contacts - Enrich Contacts w/ Signature Capture - Activity Meta Data Writeback to CRM - Opportunity Health Index to CRM - Account & Contact Health Index to CRM - Account & Contact Health Index to Salesforce - Reporting Analytics (available per seat) - 3rd Party Contact Enrichment (Clearbit, ZoomInfo, etc.) - Direct Query Access to Data Read More Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## SalesDirector.ai Features - Popular features found in Customer Success Customer Engagement Onboarding Reporting/Analytics Usage Tracking/Analytics - More features of SalesDirector.ai Account Alerts Account Management Activity Dashboard Activity Tracking AI/Machine Learning Alerts/Notifications API Campaign Analytics Campaign Management Campaign Tracking Competitive Analysis Contact Database Contact Management Correlation Analysis CRM CRM Integration Customer Management Dashboard Data Capture and Transfer Data Entry Data Retrieval Data Visualization Dynamic Modeling Email Marketing Forecasting For Sales Teams/Organizations Graphical Data Presentation Health Score Multi-Channel Attribution Multi-Channel Data Collection Opportunity Management Performance Metrics Pipeline Reports Predictive Analytics Reporting & Statistics Revenue Management Sales Activity Management Sales Forecasting Sales Reports Sales Trend Analysis Statistical Analysis Target Account Identification Third-Party Integrations Win/Loss Analysis ## SalesDirector.ai Integrations NetSuite Integration rated undefined from -1 review Salesforce Sales Cloud Integration rated undefined from -1 review Microsoft Outlook Integration rated undefined from -1 review Zendesk Suite Integration rated undefined from -1 review Gmail Integration rated undefined from -1 review ClearSlide Integration rated undefined from -1 review See all 10 integrations ## SalesDirector.ai User Reviews Overall Rating 4.5 Ratings Breakdown 5 58% 4 35% 3 6% 2 0% 1 0% Secondary Ratings Ease of Use 4.6 Value for money 4.7 Customer support 4.7 Functionality 4.5 Have you used SalesDirector.ai and would like to share your experience with others? NG Nelson G. Used daily for less than 12 months Review source Reviewed December 2017 Great for giving managers insight into opportunities in the sales pipeline and for coaching reps 5 Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Your sales reps don't have to enter data in the system to get results. The software looks at multiple sources of data from CRM, email, call logs and calendar to under the communication between the sales rep and contacts at the prospect company. Using artificial intelligence and machine learning it tells the reps key things about the deal such as if it detects any negative sentiment about the deal from a contact, or if similar deals closed by this rep or the sales team has been in this sales stage longer than normal and thus should be looked into, or if similar deals were approved by a certain job title in a company and that same person hasn't yet been identified in this particular deal, or if the email communication is a one way street from the rep to the prospect without getting communication back from the prospect. It does a good job of coaching the rep at each particular stage of the sales process. For instance, without being intrusive, it will alert a rep if a "confirmation of needs" email should be sent when a deal is moved from the Discovery stage to the Strong Interest stage. It also makes it much easier for a sales leader to accurately forecast deals that will close in the month or in the quarter. Cons: The interface could be prettier, but it's certainly sufficient enough to provide the information the sales rep and the sales manager needs. Read More RJ Rickey J. Verified reviewer Computer Software 201-500 employees Used daily for less than 12 months Review source Reviewed February 2021 Pretty good but improvement is a must 4 Overall it's fine and a good tool to help increase productivity. I would hesitate to recommend it to anyone immediately without knowing their situation, but i would most likely recommend it. Ratings Breakdown 4 Ease of use 4 Value for money 4 Customer support 4 Functionality Pros: I like the ease of use, it's pretty functional and for the most part is accurate. I especially like the waterfall and the related activity areas making it easy to see what activity has been done on it, by whom, and how recently. I like the sentiment faces as well, makes it very simple to see if action is needed based on that acitivty. Cons: One thing i dislike is the font weight used. I've changed brightness of my screens and still i find it to be too light. I understand it is trying to be easy on the eyes, but it is difficult to see already because the font is way too light, and if you are screen sharing (i.e. with a manager) it is even harder to see. The font weight needs to be heavier. Also, i am not sure why, but sometimes the data is incorrect. Dynamics CRM will show one number, SD.ai will show a different number (usually lower) and PowerBI will show a different number. Read More DF Dianne F. Verified reviewer Information Technology and Services 51-200 employees Used daily for less than 6 months Review source Reviewed February 2021 New to Sales Director - mixed review 3 The benefit so far is not having to attach my emails manually from Outlook to Salesforce. Ratings Breakdown 4 Ease of use 1 Customer support 3 Functionality Pros: It is very helpful to have SalesDirector.ai attach my emails and meetings/events directly into Salesforce. Cons: The "ai" is not as intelligent as I would like. The emails and meetings tend to get attached to opportunities that are not necessarily pertinent. I have had large swaths of contacts moved into all the opps for one account, when I had the correct contacts associated with each opp. It seems that just because a person is included in a meeting, they are automatically assumed to be associated with whatever opp SalesDirector.ai finds open. Time consuming for me to clean this up. Also, when the meetings are assumed to be associated with a specific opp, the ai reaches out for a "next step" which is not appropriate. I have been responding and then deleting the next step in Salesforce manually. Read More AD Amy D. Verified reviewer Computer Software 501-1000 employees Used daily for less than 2 years Review source Reviewed March 2021 Highly recommend 5 I find Salesdirector easier to navigate than Salesforce, and I love being able to see my target vs my opportunities and shortfall. Highly recommend this tool to any business looking to enhance their sales executives organisation and follow ups. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Salesdirector is essentially how my brain works on a screen. I see my list of opportunities in the order I wish, with easily editable follow up notes, reminders and likelihood of closure. Salesdirector has an integration with Salesforce, Outlook and Outreach which ensures all activities are logged as efficiently as possible. Having tick boxes for my sales stage and notifications to remind me to follow up ensures that I am on top of my sales game. Highly recommend! Cons: Sometimes activities don't pull through from my email if the client has a gmail domain Read More LC Luis C. Verified reviewer Financial Services 11-50 employees Used daily for less than 2 years Review source Reviewed February 2021 Great insight and visualization 5 Salesdirector.ai has provided me with invaluable insight in to the rep activity and has significantly helped improve forecasting. With the AI, I am confident that I am looking at a complete data set when speaking to my reps about opportunities as well as when I am preparing my forecast for Board Meetings. Additionally, the unique visualizations are excellent for quarterly Board reports. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Implementation of the product was very easy and we were able to realize the benefits within a few weeks of use. Cons: I am really happy with the overall product, if I had one request it would be that the sync with salesforce happens more often than once per day. Read More BO Bob O. Computer Software 51-200 employees Used daily for less than 12 months Review source Reviewed April 2018 I am very pleased with the SalesDirector's AI solution. My everyday go to sales management tool. 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: It has been extremely helpful consolidating all of the necessary sales information I need to help validate my team's forecast and make recommendations to each individual on my team. It enables me to provide an accurate forecast at any point during the quarter. SalesDirectorAI suggests relationship strategies for each opportunity based on sales persons activities, observes my sales team activities and provides sales stage coaching around verifiable outcomes & relationship milestones that are based on our best practices. Cons: I really do not have anything negative to say about this software solution. When we needed to add some functionality early on, they jumped on it right away. Read More AW Amanda W. Research 1001-5000 employees Used daily for less than 12 months Review source Reviewed October 2018 Director, Sales Operations 5 We have enabled Account Executives to keep the pipeline up-to-date in as pain-free of a way as possible, given Sales leadership increased visibility into the business and created better quality sales forecasts. All of this progress has been made in a few months! Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: This tool helps us understand our pipeline, act on high priority items in the sales cycle, understand what is going on in our business, and if that is not enough it also makes our CRM better through various integrations all the while creating less headache for our Account Executives. Cons: Some things are still being developed. That can be both a pro and a con as we get to give input into the development processes. Read More JF Jennifer F. Verified reviewer Information Technology and Services 201-500 employees Used daily for less than 12 months Review source Reviewed March 2021 New user to solution 5 Reporting all in one place for various data requirements in role. Ratings Breakdown 5 Ease of use 5 Functionality Pros: Two main features stand out - the integration to D365 CRM with scorecards and visibility into customer usage view at a highlevel with the link/integration to PowerBI. Cons: No recommendations at this time as continuing to play around and integrate in daily processes and activity processes. Read More BP Bryan P. Verified reviewer Computer Software 51-200 employees Used weekly for less than 12 months Review source Reviewed February 2021 Great for data-scraping; Fast and quality Support 4 Overall, very positive. Very helpful in monitoring our customer engagement, evaluate accounts and opportunities that are healthy or may need attention Ratings Breakdown 5 Ease of use 5 Customer support 4 Functionality Pros: We really just use SD to scrape email and meetings from Google and log them into SFDC. We don't really use their interface at all, but do find the scraping and logging of meetings and emails very impactful in our Sales Operations and customer engagement Cons: There doesn't seem to be a way for us to view our rules or tweak them ourselves. We always have to reach out to our contacts at SD for support, however that support is timely and high quality Read More OC Olivia C. Verified reviewer Public Safety 201-500 employees Used daily for less than 12 months Review source Reviewed February 2021 Quick Easy Record 4 Ratings Breakdown 4 Ease of use 3 Functionality Pros: I like the text reminder after a meeting to input notes. Cons: How it populates in SF, sometimes it doesn't mesh with other notes. Read More Showing 1 - 10 of 31 Reviews Load More Reviews ## Other Top Recommended Customer Success Software [Zendesk Suite](https://www.softwareadvice.com/product/26892-Zendesk/) **4.4** (4080) Recently recommended **9** times [TenForce](https://www.softwareadvice.com/cms/tenforce-profile/) **4.1** (7) Recently recommended **1** times [Pipedrive](https://www.softwareadvice.com/crm/pipedrive-profile/) **4.5** (3055) Recently recommended **0** times [Zoho Desk](https://www.softwareadvice.com/crm/zoho-desk-profile/) **4.5** (2213) Recently recommended **0** times Stuck Between Options? Our experts can help you compare SalesDirector.ai with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice