--- title: "Playbook AI Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of Playbook AI. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Playbook AI is a good fit for you!" source_url: "https://www.softwareadvice.com/crm/playbook-ai-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [Sales Engagement Platform Software](https://www.softwareadvice.com/crm/sales-engagement-comparison/) / [Playbook AI](https://www.softwareadvice.com/crm/playbook-ai-profile/) / Playbook AI Reviews 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](https://www.softwareadvice.com/crm/playbook-ai-profile/) Reviews # Playbook AI User Reviews ## Reviews summary - Overall rating: 4.6/5 - Total reviews: 22 ### Secondary ratings - Ease of use: 4.7/5 - Customer support: 4.9/5 - Value for money: 4.8/5 - Functionality: 4.5/5 ### Rating distribution - 5 stars: 14 reviews (64%) - 4 stars: 8 reviews (36%) - 3 stars: 0 reviews (0%) - 2 stars: 0 reviews (0%) - 1 star: 0 reviews (0%) ### Most mentioned pros - Its great and user friendly gives accurate reports and all features are very well placed for calling purpose. - Playbook AI, the standout feature for me is its simplicity. - Easy to use, easy to track activities, nurture the leads, compare performances. ### Most mentioned cons - While being easy to use, the platform may lack advanced features that more mature or technically advanced teams require. ## Playbook AI customer reviews Showing reviews 1-22 of 22 (page 1). ### Playbook AI - Automation Made Easy - Overall rating: 4/5 - Reviewer: Dharini B. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 201-500 employees - Product usage: Used weekly for less than 12 months - Reviewed: June 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. I'd anyday recommend them because our CTR, delivery everything went up and we did have 1-2 big conversions. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros It's extremely user friendly and I've had a seamless experience throughout. Rohit was our POC and their support was incredible. #### Cons Nothing as such, but I feel like the site crashes sometimes but it usually gets fixed immediately. Towards the end I didn't face any issue. --- ### super tool for sales enablement : playbook.ai - Overall rating: 5/5 - Reviewer: Riya J. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 51-200 employees - Product usage: Used daily for less than 12 months - Reviewed: June 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. My overall experience while using the playbook is wonderful. We get good support from the team. They are available whenever we need any help. Good CRM tool overall. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Support system is super good. Easy to use, easy to track activities, nurture the leads, compare performances. #### Cons There are no such cons as such till now. Everything is good. #### Reasons for choosing Playbook AI Easy to use, Affordable, cost effective, great support. --- ### Great experience so far - Overall rating: 4/5 - Reviewer: Suvasish S. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 51-200 employees - Product usage: Used weekly for less than 2 years - Reviewed: May 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Right balance between simplicity and functionality, it would be well-regarded by those looking for an efficient Outreach tool. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 3/5 #### Pros Playbook AI, the standout feature for me is its simplicity. #### Cons While being easy to use, the platform may lack advanced features that more mature or technically advanced teams require. --- ### Why do I like PlaybookAI the most for sales & lead generation! - Overall rating: 5/5 - Reviewer: Ambuj S. - Verified reviewer: Yes - Industry: Human Resources - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: June 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros (1) Their customer support is amazing (2) The tool is very intuitive and easy to understand, implementat, and use (3) Their team is very active and open to not only listening to the feedback but also implementing it #### Cons Some of the new features they have recently launched (Enriching of Leads, etc.) are a little slow in loading. --- ### My experience with Playbook.ai - Overall rating: 4/5 - Reviewer: Sakshi O. - Verified reviewer: Yes - Industry: Human Resources - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: May 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Playbook.ai has made our lives much easier; now we can conduct outreach more efficiently. - We simply create a play once and upload our lists. - they automate the entire BD process. We no longer have to worry about follow-ups. - They also provide data scraping, email finding, and email verifying tools. - The best part is the report and analysis section; it tells us how many emails were delivered, how many people opened our emails, and how many people actually clicked on our links (if we have included a website or any other link). - Also, very importantly, the Playbook team is always accessible; whenever you need help or have any questions, they respond promptly. #### Cons In the beginning creating a play could be a little confusing but Playbook team always helps. --- ### Best Sales Enablement Tool - Overall rating: 5/5 - Reviewer: Aman K. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: May 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. My experience is great and I would highly recommend is development rapes to use playbook AI to automate there lead generation process. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I have been using playbook from quite years the customer support is superb. Also the ease of using the application is good using playbook.ai has saved our time and increase the productivity. Now we have automated our sales development process. #### Cons Till now I don't see any cons in playbook. Yes we do face some glitches at the moment but due to the superb customer support it has been resolved within a very quick time frame so I don't think there is any cons for playbook AI as of now #### Reasons for choosing Playbook AI Best customer support and effective pricing --- ### Excellent performance - Overall rating: 5/5 - Reviewer: Lidya I. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 501-1000 employees - Product usage: Used daily for more than 2 years - Reviewed: June 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Easy to use and directly connect to salesforces #### Cons Actively tracking the activities and uodated to the rest --- ### Sales is fun with Playbook AI - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Financial Services - Company size: 501-1000 employees - Product usage: Used daily for less than 2 years - Reviewed: May 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Makes the job simpler. Structured Reachout. One stop solution. Calling gets more effective. #### Cons I think it has got almost all the features for a sales rep to fight the battle. --- ### Easy to Use and Great Customer Support - Overall rating: 4/5 - Reviewer: Mansi D. - Verified reviewer: Yes - Industry: Human Resources - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: May 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 3/5 #### Pros This is a fairly easy to use, intuitive tool. It has really helped in mass email outreach and is great for keeping tabs on and following up on the leads. After being set up, the plays do not require the user to remember and send follow-ups, which reduces human error. The customer service team is very prompt and responsive, and tries to rectify any problem as fast as they can. #### Cons It is a little complicated to set it up initially, but post that stage, it runs smoothly. --- ### It is very helpful calling app - Overall rating: 5/5 - Reviewer: Noor F. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 51-200 employees - Product usage: Used daily for less than 2 years - Reviewed: June 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Its great and user friendly gives accurate reports and all features are very well placed for calling purpose. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros User friendly and the features are very good gives all the information to mke reports. #### Cons I liked everything overall it is great. There is nothing that i did not like yhe least. --- ### Tool for Sales - Overall rating: 5/5 - Reviewer: Kavyasri B. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 501-1000 employees - Product usage: Used daily for less than 2 years - Reviewed: May 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Calling option & Reminders about Task is a great feature #### Cons I don't remember the same as of now. I like all in this --- ### Qoruz's review on Playbook - Overall rating: 4/5 - Reviewer: Deepak B. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 51-200 employees - Product usage: Used daily for less than 12 months - Reviewed: June 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros They have an exceptional customer service as most of our requirements are heard of met soon. #### Cons Campaigns are a bit complicated for new users. --- ### Multi dimensional software - Overall rating: 5/5 - Reviewer: Shreya S. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 201-500 employees - Product usage: Used daily for less than 2 years - Reviewed: May 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The best feauture was the customisable interfaces and the support provided by playbook team. #### Cons Graphics could be better to make the interface friendlier --- ### Overall Preety Happy with how it helps me function - Overall rating: 4/5 - Reviewer: Harshitha K. - Verified reviewer: Yes - Industry: Hospitality - Company size: 11-50 employees - Product usage: Used daily for free trial - Reviewed: June 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 3/5 - Functionality: 5/5 #### Pros its fast and effective and i can shuffle my leads better in making calls , guided follow ups it makes me keep in track. #### Cons I wish for it to be more diverse for all the industries. --- ### My experience - Overall rating: 5/5 - Reviewer: Mamcy S. - Verified reviewer: Yes - Industry: Financial Services - Company size: 201-500 employees - Product usage: Used weekly for less than 2 years - Reviewed: May 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. I had a good experience, in fact, there was another tool that I was asked to evaluate (unable to recollect the name today), but my vote was for the playbook. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros - ease of use - I liked the UI/UX - I liked the support, any time the support was ready to listen - Good in maintaining relationship with the sales team #### Cons - May be compare what is missing vs other products in the market --- ### Playbook review - Overall rating: 5/5 - Reviewer: Abhishek C. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 201-500 employees - Product usage: Used daily for less than 12 months - Reviewed: May 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. overall a great product to use on daily basis to ease sales process #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Customization and ease of usage it is amazing. #### Cons lag on platform sometimes it take times to start --- ### Game Changer in Sales Growth - Overall rating: 4/5 - Reviewer: Ashutosh J. - Verified reviewer: Yes - Industry: Marketing and Advertising - Company size: 51-200 employees - Product usage: Used daily for less than 12 months - Reviewed: May 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros The Plays which can be done for email, calls and even linkedin tasks. #### Cons Overall It’s Good. Skip task options can be included to do actions in bulk. --- ### Effecient tool for an SDR - Overall rating: 5/5 - Reviewer: Ruved P. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 51-200 employees - Product usage: Used daily for less than 12 months - Reviewed: May 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros I like the most Customer Support and Easy to Use. #### Cons As of now nothing. But should integrate in future with whatsapp for India market. --- ### A great tool for Lead Management and Automate Activities - Overall rating: 5/5 - Reviewer: Banajit D. - Verified reviewer: Yes - Industry: Education Management - Company size: Self-Employed - Product usage: Used weekly for less than 6 months - Reviewed: June 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Amazing product with a great customer support. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The best of the platform is the campaign creator where you can create the workflow with different channels like Email, Call, LinkedIn etc. #### Cons I did not find any cons on the platform as it fulfilled my needs completely --- ### Best tool for Sales Folks - Overall rating: 5/5 - Reviewer: Amandeep S. - Verified reviewer: Yes - Industry: Computer Software - Company size: 51-200 employees - Product usage: Used weekly for less than 12 months - Reviewed: June 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros It goes a long way in ensuring coverage of accounts using a systematic approach and cadence. #### Cons Nothing really, the package was overall great. --- ### Friendly Cost effective Tool - Overall rating: 5/5 - Reviewer: Srividya A. - Verified reviewer: Yes - Industry: Apparel & Fashion - Company size: 2-10 employees - Product usage: Used monthly for less than 2 years - Reviewed: May 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. functional and cost effective easy to use #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros 1. A quick to learn tool hardly takes 15 mins to get started 2. Many features to add on to a existing email marketing this gives freedom to navigate 3. easy template replies available 4. summary of email thread when a response is received , this way we are not lost as what message was sent and after how many mails we have received the reply and whats it about. #### Cons 1. Once the map is scheduled you cant undo --- ### Easy to use - Overall rating: 4/5 - Reviewer: Shravan D. - Verified reviewer: Yes - Industry: Financial Services - Company size: 201-500 employees - Product usage: Used weekly for less than 12 months - Reviewed: May 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros The best part about Playbook AI I felt was the kind of network it allows to create better client engagement through multiple channels #### Cons Nothing that I can think of right now, but maybe can have more presets. --- Playbook AI Reviews, Pros and Cons - 2026 Software Advice