Potion 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
User Reviews

Overview

Potion

4.9

(10)

Pricing

Pricing available upon request

About Potion

Potion is an all-in-one CRM solution that helps businesses manage their customer relationships.

With Potion, you can:

Create and manage your contacts, leads, and opportunities so that you can see all your information in one place.
Create automated tasks with our task manager, which will help you stay on top of your workflow.
Send emails directly from Potion to keep your team informed about important updates.
Schedule meetings with your clients through the Calendar tool, so you never have to miss another meeting again!

Potion Screenshots

Potion Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Basic

Pricing available upon request

No plan information available

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Potion Features

Popular features found in Sales Engagement Platform
Business Process Automation
Calendar Management
Campaign Management
Communication Management
For Sales Teams/Organizations
Performance Management
Sales Pipeline Management
More features of Potion
Churn Management
Content Management
CRM
Customizable Branding
Customizable Fields
Customizable Templates
Email Marketing
Engagement Tracking
File Transfer
Lead Capture
Lead Generation
Media Library
Personalization
Real-Time Data
Recording
Social Advertising
Social Promotion
Social Sharing
Templates
Text Editing
User Interaction Tracking
Video Capture
Video Creation
Video Editing
Video Hosting
Video Management
Video Streaming
Video Support
Voice-Over/Audio
Widgets

Potion User Reviews

Overall Rating

4.9

Ratings Breakdown

90%

10%

Secondary Ratings

Ease of Use

4.7

Value for money

4.9

Customer support

4.6

Functionality

4.7

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

Ryan V.

Verified reviewer

Information Technology and Services

201-500 employees

Used daily for less than 2 years

Review source

Reviewed May 2022

I love Potion!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We started using Potion and saw immediate results. We got more demo's booked earlier in our outbound sequences and landed some huge clients as a direct result of Potion. The product is works great and personalizes each prospect's video, each of my team is automatedly sending more than a thousand Potion Videos a week. The onboarding process was 10/10, Potion project managed my whole team's set up and was/is incredibly responsive. They really understand the sales process and gave great consultative advice throughout on all things related to the Potion Videos and our sales content and approach as a whole - and they still check in with me regularly. We're expanding our use of Potion company-wide and I would strongly recommend it to anyone looking to increase their company's revenue

Cons:

We were beta users of the product so there were a few bugs when starting out, but they have since been fixed. The support team was great at getting things taken care of quickly.

Vendor Response

So glad you're loving Potion! Thank you for the review and looking forward to working with more of your teams : )

Replied June 2022

TOm S.

Verified reviewer

Computer Software

51-200 employees

Used weekly for less than 12 months

Review source

Reviewed May 2022

Potion is the New Way

Our team was able to engage with "enterprise" level accounts in a way no one else was. This enabled us to improve our lead to meeting by 2x. We all\so improved the amount of days a lead converted into a sales opportunity from months to days. Adding a human element and a face to the messaging - while also being very tailored is key.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The software is very easy to use without any hand holding. That said the onboarding process and customer service is top notch when it comes to support.

Cons:

As with any new software - new features are always an awesome thing to look forward to. Nothing I like least per se but looking for more features down the line.

Reasons for switching to Potion

The ability to offer dynamic video (at scale) was key to this move.

Vendor Response

Thanks for the review Tom. Happy you and your team broke into such big account using Potion! : )

Replied May 2022

Garrett A.

Verified reviewer

Professional Training & Coaching

11-50 employees

Used weekly for free trial

Review source

Reviewed May 2024

BEWARE: Cannot Get Out Of Free Trial

Companies like Potion have the potential to win. Just do the right thing. If your product isn't good enough, let your users easily cancel. Keep working to iterate the product to the point where clients don't want to leave rather than hiding the cancel button on the account dashboard and ignoring customer support email requests.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

Potion has a lot of great potential as a software such as personalized video outreach and easy to navigate dashboard.

Cons:

Wanted to try out the software to see how it measures up in terms of accuracy of facial recognition with AI features with the intent to purely learn more about the software. Their offer of a free trial for 7 days made it a no brainer to explore the features of the software. However, I was very displeased once I had attempted to cancel the trial as there was no button in the dashboard to cancel the account. You could only downgrade. I immediately reached out to customer support once discovering this. Unfortunately, they never responded so now I must spend extra time to remove this inadvertent charge with my bank.

Joseph N.

Verified reviewer

Construction

201-500 employees

Used weekly for less than 2 years

Review source

Reviewed May 2024

Great tool with huge results

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like how it has saved time creating personalized videos. It is really easy to use and the onboarding was seamless.

Cons:

No cons at the moment, it is a great platform.

Laura G.

Verified reviewer

Information Technology and Services

11-50 employees

Used daily for less than 2 years

Review source

Reviewed April 2022

Saves so much time creating personalized videos!

My overall experience has been very positive and I've received great response to my videos.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love that Potion walks me through step by step and gives me a ton of personalization opens including a CTA.

Cons:

I provided some feedback to Potion about the time it took to generate thumbnails... it was addressed the same day! Amazing!

Reasons for switching to Potion

Personalization

Vendor Response

Thank you so much for your review, Laura. Looking forward to chatting with you and your BDR team during our weekly working session check-in : )

Replied April 2022

Miki I.

Verified reviewer

Information Technology and Services

11-50 employees

Used daily for less than 12 months

Review source

Reviewed May 2022

The onboarding process is amazing, we loved the Potion team that worked with us

Very easy to use platform that helps personalize videos fast. The whole team is enjoying how seamless the experience is.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Amazing integration into many platforms making sales outreach much less tedious. The personalization choices are awesome. Cold outreach becomes much easier utilizing a tool like Potion.

Cons:

Had a problem occur on my end with integration because of my computer settings, but the potion team reached out immediately to help solve it.

Reasons for switching to Potion

The personalization aspect for the whole team.

Vendor Response

Thanks Miki, so glad you and your team got spun up so quickly - Happy Prospecting : )

Replied May 2022

Jacob P.

Verified reviewer

Financial Services

51-200 employees

Used daily for less than 6 months

Review source

Reviewed April 2022

Great platform for video prospecting.

Great experience. Team was super hands on throughout the duration of the onboarding

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Scalable video allows me to prospect to hundreds of leads every day in a personalized manner with a single video. It's a game changer - the amount of responses I get from cold outreach is wild!

Cons:

Would love to see the scalable feature be expanded to audio only videos.

Reasons for switching to Potion

Scalable video feature is not available with Vidyard.

Vendor Response

Thanks for your review and so happy you're enjoying our enterprise video sales tool and that you're part of the Potion family! If we can do anything else for you just ask : )

Replied April 2022

Michael R.

Verified reviewer

Market Research

11-50 employees

Used weekly for less than 12 months

Review source

Reviewed May 2022

Great for prospecting and engagement!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Gamechanger, never had so many responses from cold outreach. Team was super helpful getting onboarded.

Cons:

I wouldn't change anything, it's very useful.

Vendor Response

Thanks Michael. Appreciate your review and so glad you're having a good experience : )

Replied May 2022

Heidi C.

Verified reviewer

E-Learning

51-200 employees

Used weekly for less than 12 months

Review source

Reviewed May 2022

Awesome video prospecting tool!

It's really easy to use and the onboarding was seamless. The Potion team is really great to work with.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

With Potion, I can make one video and the end result is a personalized message to each of my prospects. Our BDR team books twice as many demos, has fun doing it and their videos are viewed multiple times.

Cons:

My only wish is that we implemented it sooner.

Vendor Response

Thanks Heidi!

Replied May 2022

Joshua B.

Verified reviewer

Marketing and Advertising

Self-Employed

Used monthly for less than 12 months

Review source

Reviewed November 2023

A must for cold video outreach at scale!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It's incredible how Potion uses A.I. to personalize each video. It looks and sounds like you've actually recorded each video, individually. The customer service from [sensitive content hidden] was also exceptional.

Cons:

Initially, my colour settings for the landing page were not being saved. This was quickly resolved by the team. The entire platform is now very smooth.

Showing 1 - 10 of 10 Reviews