# Playbooks Software Reviews, Demo & Pricing - 2026

> Review of Playbooks Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Source: https://www.softwareadvice.com/product/321535-Playbooks/reviews

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Playbooks

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Overview

# Playbooks 2026: Benefits, Features & Pricing

Wondering if Playbooks is right for your organization?

Our Inside Sales 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
    
-   Popular Comparisons
    

## Overview

Playbooks

3.5

[(35)](https://www.softwareadvice.com/product/321535-Playbooks/#reviews)

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.

Wondering if Playbooks is right for your organization?

Our Inside Sales Software selection experts can help you in 15 minutes or less.

## Playbooks User Interface

## Popular Playbooks Alternatives

Main Product

Playbooks

3.5

[(35)](https://www.softwareadvice.com/product/321535-Playbooks/#reviews)

Ratings Breakdown

-   3.76Ease of use
-   3.26Value for money
-   3.39Customer support
-   3.64Functionality

Pricing

Starting at $99.00 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

[Lusha](https://www.softwareadvice.com/marketing/lusha-profile/)

4.0

[(398)](https://www.softwareadvice.com/marketing/lusha-profile/reviews/)

Ratings Breakdown

-   4.59Ease of use
-   3.69Value for money
-   3.92Customer support
-   4.13Functionality

Pricing

Starting at $49.90 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

[Vanillasoft](https://www.softwareadvice.com/crm/vanilla-soft-profile/)

4.6

[(233)](https://www.softwareadvice.com/crm/vanilla-soft-profile/reviews/)

Ratings Breakdown

-   4.63Ease of use
-   4.49Value for money
-   4.55Customer support
-   4.41Functionality

Pricing

Available upon request

Get Price

Alternative Product

[Wingmate](https://www.softwareadvice.com/field-service/wingmate-profile/)

4.6

[(101)](https://www.softwareadvice.com/field-service/wingmate-profile/reviews/)

Ratings Breakdown

-   4.69Ease of use
-   4.44Value for money
-   4.66Customer support
-   4.36Functionality

Pricing

Starting at $30.00 per month

Get Price

## Playbooks Pricing and Plans

Starting price: $99.00 per month

Free Trial

Free Version

Basic

$99.00

per month

No plan information available

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

## 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

Integration rated undefined from -1 review

Microsoft Outlook

Integration rated undefined from -1 review

Gmail

Integration rated undefined from -1 review

## Playbooks User Reviews

Overall Rating

3.5

Ratings Breakdown

5

23%

4

34%

3

26%

2

9%

1

9%

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?

Layne L.

Verified reviewer

Publishing

51-200 employees

Used weekly for less than 12 months

Review source

Reviewed July 2018

Overall a good program, some features still under development

4

Helped the team develop consistent messaging and process.

Ratings Breakdown

4

Ease of use

3

Value for money

5

Customer support

4

Functionality

Pros:

The best thing about the software is that it takes most of the guesswork out of a rep's day-to-day. It allows a team to be consistent as well as persistent.

Cons:

It's easy to build up a backlog of tasks, and sometimes lacks flexibility in being able to adjust your daily routine. The chrome extension also seems to have some issues that affect the performance of your browser, I've had to remove and reinstall many times.

Read More

VR

Verified

Reviewer

Oil & Energy

11-50 employees

Used daily for less than 2 years

Review source

Reviewed July 2018

Help our reps be more productive and hit their activity metrics

4

Ratings Breakdown

4

Ease of use

3

Value for money

3

Customer support

4

Functionality

Pros:

Helps our reps focus on calling rather than on figuring out where they are in their cadence. This has enabled them to do more calls per day.

Cons:

It's a little slow sometimes although has gotten materially better over the past 1.5 years. Wish they had more more built in management/sales ops reporting.

Read More

VR

Verified

Reviewer

Computer Networking

Used daily for less than 12 months

Review source

Reviewed July 2018

Great Tool! Reallu like it.

3

Ratings Breakdown

3

Ease of use

3

Value for money

4

Customer support

4

Functionality

Pros:

It helps keep me on task. I have over 1600 accounts that I call into. I need to have a devise that will set reminders and give me a easy vehicle to make calls and send emails.

Cons:

Not be able to send out mass emails for things like webinars, etc. We have a lot of webinars that we try to get customers to sign up for. Mass emailing and then following up would be helpful.

Read More

VR

Verified

Reviewer

Computer Software

Used daily for less than 12 months

Review source

Reviewed July 2018

Great for Automation of Phone Calls

4

Ratings Breakdown

4

Ease of use

4

Value for money

5

Customer support

4

Functionality

Pros:

I really like being able to make a number look like it's coming from a local area code. That alone increased my pickup rate. It increased my dialing rate significantly by being able to one click dial and integrate into my SFDC instance.

Cons:

Leveraging the email templates was not intuitive to me. Ended up not using it because I had difficulty determining how to use it. Probably just needed someone to take 30 minutes to walk through it with me.

Read More

Ryan O.

Verified reviewer

Used daily for less than 2 years

Review source

Reviewed July 2018

This has changed the way I do my job for the better.

4

Ratings Breakdown

4

Ease of use

4

Value for money

3

Customer support

4

Functionality

Pros:

It gives me a clear picture of what I need to get done each day with repeatable results. They have continued to update it's functionality to make it better.

Cons:

I have experienced some issues with call recordings and lagging times with it taking time to reload before each activity.

Read More

VR

Verified

Reviewer

Used daily for less than 12 months

Review source

Reviewed July 2018

Great tool for our small team, highly efficient.

5

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

4

Functionality

Pros:

Playbooks, the InsideSales tool that we use, works seamlessly with our CRM and lets us manage both our inbound lead cadence and our outbound strategy.

Cons:

It's difficult to manage and migrate leads from team members who leave, and the enrollment options could use some more visibility.

Read More

VR

Verified

Reviewer

Information Technology and Services

51-200 employees

Used daily for less than 12 months

Review source

Reviewed April 2019

Efficient and productive.

4

Inside Sales have provided up the tools to be boost our work productivity as team and on an individual basis! The prerecorded voicemail feature, has saved time and boosted work productivity!

Ratings Breakdown

4

Ease of use

4

Value for money

4

Customer support

4

Functionality

Pros:

Efficiency to knock phone calls and emails. Very user friendly and easy to set up plays and email templates. The prerecorded voicemails is an amazing feature!

Cons:

I would like to have the ability to run a alert,notification report from Microsoft Dynamics. I do like that we are provide alarms when individuals have email activity. However, when you are in the zone making phones, checking alerts can take away from your stride.

Read More

DR

Daniel R.

Financial Services

51-200 employees

Used daily for less than 12 months

Review source

Reviewed August 2018

Over Hyped Over Promised - Completely irrelevant

3

It has been able to organize lead data for the team so they don't have to manually track anything but that's about it. Not a customer centric organization.

Ratings Breakdown

2

Ease of use

1

Value for money

1

Customer support

2

Functionality

Pros:

The interface is fairly simplistic and easy to use

Cons:

It doesn't work consistently, has to be removed and reinstalled. Does not allow for lead prioritization and the "Neuralytics" they tout so heavily is a load of crap. Power BI can give you the same data insights and do it far better than anything they offer. I still can't see the neuralytics data from a dashboard as they claimed we could do. It's as useful as a screen door on a submarine and they talk a lot about being helpful and caring but they don't. It's all fluff and they only develop and improve whatever their programmers are most interested in.

Read More

VR

Verified

Reviewer

Computer Networking

Used weekly for less than 12 months

Review source

Reviewed July 2018

Streamline Prospecting

3

Ratings Breakdown

5

Ease of use

3

Value for money

5

Customer support

4

Functionality

Pros:

Ability to stay on top of prospects and easily identify who to target and when, with relevant information. The tool allows me to efficiently reach my prospective customers.

Cons:

With the chrome plugin, there are often issues with the functionality that can be frustrating. Sometimes its a Chrome issue, sometimes its an SFDC issue, sometimes its an ISDC issue. In my role I have metrics to hit using ISDC, and when i'm unable to do that because of functionality problems it is frustrating.

Read More

VR

Verified

Reviewer

Computer Software

11-50 employees

Used other for less than 6 months

Review source

Reviewed August 2019

used as a calling software

4

good for automated intelligent telesales, allows for segmentation and predictive modeling.

Ratings Breakdown

3

Ease of use

3

Value for money

3

Customer support

2

Functionality

Pros:

the dialer software plug-in integrated well with our crm and that was a very good addition, we were able to build custom lists based on our target market and customer profile automatically, even the dialing was fairly automated. We also tried using insidersales for adding intelligence and enrichment into our existing account base. that was okay but nothing great.

Cons:

this is a good software if your sales volumes are high and heavily dependent upon telemarketing, else you would be investing a lot of money and time in a software that performs mediocre at best.

Reasons for switching to Playbooks

got a much better price

Read More

Showing 1 - 10 of 35 Reviews

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