Playbooks 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Playbooks

3.5

(35)

Pricing

Starting at $99.00 per month

About Playbooks

Playbooks is sales engagement platform that utilizes AI to assist strategic sales teams in targeted selling. It allows users to create engagement strategies for phone, email, social, SMS, and video. These engagement strategies include alerts, templates, tracking, and sales guides. Automated sequences reduce time spent on redundant administrative tasks in order to simplify the sales process and reduce wasted time in a sales representative's day.

Playbooks produces customer scores to identify the prospects who are most likely to engage and buy. It provides representatives with data on customer behavior and helps to clean up bad CRM data. It includes robust reporting functionality in order to track a business's key metrics and identify the effectiveness of selling techniques.

Playbooks Screenshots

Playbooks Pricing and Plans

Starting price: $99.00 per month

Free Trial

Free Version

Basic

$99.00

per month

No plan information available

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Playbooks Features

Popular features found in Inside Sales
Auto-Dialer
Call List Management
Call Recording
CRM
Email Management
Interaction Tracking
Lead Capture
Multi-Channel Communication
Performance Management
Reporting & Statistics
Sales Pipeline Management
More features of Playbooks
Activity Tracking
AI/Machine Learning
API
Business Process Automation
Calendar Management
Call Monitoring
Call Scheduling
Call Transfer
Campaign Management
Campaign Specific Caller ID
Communication Management
Contact Management
Content Delivery
Content Management
Dashboard
Data Blending
Data Discovery
Data Management
Demand Forecasting
Email Marketing
Email Templates
Email Tracking
Engagement Tracking
FCC Compliance
Forecasting
For Sales Teams/Organizations
FTC Compliance
Gamification
Goal Management
Lead Distribution
Lead Generation
Lead Management
Lead Qualification
List Management
Modeling & Simulation
Performance Metrics
Predictive Analytics
Prioritization
Prospecting Tools
Recommendations
Reporting/Analytics
Sales Forecasting
Sales Reports
Sales Trend Analysis
Strategic Planning
Video Support
Workflow Management

Playbooks Integrations

Salesforce Sales Cloud

Microsoft Outlook

Gmail

Playbooks User Reviews

Overall Rating

3.5

Ratings Breakdown

23%

34%

26%

Secondary Ratings

Ease of Use

3.8

Value for money

3.3

Customer support

3.4

Functionality

3.6

Have you used Playbooks and would like to share your experience with others?

Sage C.

Verified reviewer

Medical Devices

51-200 employees

Used daily for less than 12 months

Review source

Reviewed December 2018

great for sales

Ratings Breakdown

Ease of use

Functionality

Pros:

We use this for selling medical devices and it is so handy when you might not have caught something when on the phone call. It also makes it super easy to play calls back and listen for QA.

Cons:

The lag time it takes for the call's to appear, although I don't think that is the company's fault.

Verified

Reviewer

E-Learning

51-200 employees

Used daily for less than 12 months

Review source

Reviewed June 2019

InsideSales.com Review

Overall, if you have Microsoft Dynamics CRM and looking for a sales automation tool that will help your sales team, from the call to the email, InsideSales.com is your tool. The tool will help automate the sales prospecting process and help the sales team target specific leads, contacts and accounts.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

- Integration with MS Outlook - Out of the box and no extra cost integration with Microsoft Dynamics CRM - Short implementation - Short ramp time - Ability to delete a play at the Manager view

Cons:

- Once a play is live, you cannot add a step in the active play - Inability to see the open or click percentage in the tool - Cannot do round robin call monitoring - Once a play is deleted in the tool, the play is still visible in the Microsoft Dynamics CRM dashboard

Reasons for choosing Playbooks

Integration with Microsoft Dynamics CRM, with no extra cost and out of the box

Mihai B.

Verified reviewer

Marketing and Advertising

51-200 employees

Used daily for more than 2 years

Review source

Reviewed July 2019

Good if it works, terrible if it doesn't

One of the support rep was terrible. I gave him a month and a half - two months to resolve our issues with me having to consistently call back, but for some reason, he's never available or knows how to call back. I've asked for a new support rep, but they said the team handling our type of account is small and haven't attempted to give me a new rep or resolve our issues. Additionally, a manager was supposed to reach out to me over the last 4 business days, but I haven't received a single call or email. Do not allow your workflow to rely on their services because you will most likely get screwed. We have almost 20 users and that's amazing that they handle our account this way. Will definitely be looking for other Dialer and Inside Sales tools.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I liked that it was easy to use and train users.

Cons:

Recorded voicemails was a little problematic with setting up, the dialer has intermittent click-to-dial issues 3-8 times a week, and the seek lists aren't working properly. We've had this service for several years and within the last year and a half, these problems have been persisting without any level of resolution. I've combated this issue with support more persistently over the last few months and they've been providing terrible follow-up. I could go on in paragraphs to describe how terribly they've been handling our issues over the last year+.

Verified

Reviewer

Computer Software

10000+ employees

Used daily for more than 2 years

Review source

Reviewed April 2022

Best Platform Ever

I don't know what I would do without playbooks. This product is crucial for a sales organization. If you are not using it you are doing yourself a disservice.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

I like most that it auto dials either local or my number. It helps me be productive during the day telling me when I should make the next call or send the next email. It syncs up with salesforce so no need to enter my notes twice. It also makes the next followup call for me!

Cons:

It is technology so sometimes it does go down, but they do have the support to bring it back up fast!

Verified

Reviewer

Real Estate

201-500 employees

Used daily for less than 2 years

Review source

Reviewed December 2018

Super fantastico pipeline management tool

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

InsideSales.com is one of my favorite tools to use to manage our sales pipeline with all the features you need to manage, track, follow up, and contact leads. Plus they have a gamification feature for sales teams!

Cons:

While InsideSales.com is a fantastic tool, it requires integration with a well known CRM which is costly and frustrating to be honest with all the other fantastic, but smaller CRM companies available.

Valerie P.

Verified reviewer

Computer Software

Used other for less than 2 years

Review source

Reviewed June 2018

I was formerly an InsideSales LMP administrator and user

Their dialer functionality was intelligent and allowed us to responsepop records to our agents. The responsepop functionality allowed any web-to-lead records to pop up to our sales agents and be called immediately. We liked having the ability to customize this to our unique needs.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Honestly, there was not much I liked about this software other than its dialer solution. The dialer allowed for us to insert our logic of which records we wanted to reach and when. For example, prioritizing by Time Zone, Lead Status, and so on. The users on the platform itself were able to easily onboard as it is not too hard to navigate.

Cons:

The support line was horrible for this company, more often than not, my operations team and I seemed to come up with the answers before the support rep working with us did! We felt we knew their product better than they did. Reporting was not robust enough, and we had to do a lot of work arounds and "tricking the system" when creating automations. Often any automation we created for this system did not work as expected. We eventually moved over onto Salesforce, which was a better fit for our business. InsideSales did not fit our growing Sales organization's needs sufficiently.

Verified

Reviewer

Internet

51-200 employees

Used daily for less than 12 months

Review source

Reviewed February 2018

Failed to provide basic level of functionality for my SDR team for 3 months straight

none. They've made me and all call automation softwares look bad to my company

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Cons:

I am pursuing this early termination because we have not had any of our issues resolved in the past 3 months. I have seen how effective inside sales can be because we had it working for a full month before signing the contract. I am willing to work through a price reduction but only if we can achieve that same level of efficacy in your product. However, this is a high bar for inside sales now because my entire team has lost faith in your product. Inside sales has failed to provide a basic level of service to us as a customer.

Vendor Response

I apologize you've had a poor experience with InsideSales.com, I know this is not typical for us and I believe we can make this right for you and your organization. I would be happy to set up a time for you to talk with our SVP of Customer Success about your concerns. You can reach me directly: Ryan Breneman rbreneman@insidesales.com 208.760.0706

Replied February 2018

Verified

Reviewer

Computer Software

Used daily for more than 2 years

Review source

Reviewed March 2018

I've used insidesales at 2 companies for outbound dialing through Salesforce

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

When it works, insidesales makes it very easy to hammer through a ton of dials while also automating the process of logging call activities and updating tasks

Cons:

The problem is that it only works 75% of the time. I often have calls not save, notes disappear on calls, and tasks that don't update or save when done through the insidesales plugin. Customer support has never once responded to me for issues I had with their Vision product which is also horrible (works 25% of the time if that)

Verified

Reviewer

Used daily for more than 2 years

Review source

Reviewed June 2018

used as power dialer as salesforce add on

Ratings Breakdown

Ease of use

Functionality

Pros:

it made it very simple to make a lot of dials and add notes to salesforce. After we ironed out the kinks it worked well.

Cons:

we had a lot of issues with the inboud phone queue with this software. it seemed like it took forever to iron out the kinks.

Julee W.

Verified reviewer

Computer Networking

Used daily for less than 12 months

Review source

Reviewed July 2018

I don't seem to get any call backs on the plays

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Keeps me on task to reach my monthly goal of plays sent or calls made to my customers which is over 900 accounts.

Cons:

No value add nor interests from the customers. I always get emails that state to remove them from our email list. The plays are too long...14 steps is not beneficial. Each play should be no more than 3 steps at the most.

Showing 1 - 10 of 35 Reviews

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