--- title: "Best Sales Engagement Platform Software - 2026 Reviews & Pricing" description: "Find the best Sales Engagement Platforms Software for your organization. Compare top Sales Engagement Platforms Software systems with customer reviews, pricing, and free demos." source_url: "https://www.softwareadvice.com/crm/sales-engagement-comparison/" page_type: "subcategory" language: "en" --- [Home](https://www.softwareadvice.com/) / Sales Engagement Platform Software 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. # Best Sales Engagement Platform Software of 2026 Updated October 10, 2026 On this page 1. Popular Comparisons 2. Buyers Guide 3. Related Software Filter products 504 results ### Compare Products Showing 1 - 25 of 504 products #### Company Size - Self-Employed - 2-10 - 11-50 - 51-200 - 201-500 - 501-1000 - 1000+ #### Pricing Options - $$$$$ - $$$$$ - $$$$$ - $$$$$ - $$$$$ ### Compare Products Sort by **Recommendations**: Sorts listings by the number of recommendations our advisors have made over the past 30 days. Our advisors assess buyers’ needs for free and only recommend products that meet buyers’ needs. Vendors pay Software Advice for these referrals. **Reviews**: Sorts listings by the number of user reviews we have published, greatest to least. **Average Rating**: Sorts listings by overall star rating based on user reviews, highest to lowest. **Alphabetically (A-Z)**: Sorts listings by product name from A to Z. ### Product: Salesforce Sales Cloud [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.40 [(18812)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Best for:Mid-size businesses ### Pricing availability Starting price: $25.00/month Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary Sales Cloud is equipped with customer relationship management (CRM) functionality that encompasses lead management, marketing automation and contact management solutions. It assists businesses in overseeing customer accounts, monitoring sales leads, executing and assessing marketing efforts and offering post-sale support. The upgraded Salesforce Lightning Experience enhances the CRM capabilities of Sales Cloud, optimizing the sales cycle and enabling sales representatives to effortlessly generate leads, manage accounts, oversee campaign progress and compile reports. Integration with Salesforce for Outlook allows for seamless synchronization of contacts, calendars, emails and tasks across both platforms, ensuring uninterrupted business operations. Specifically designed for small businesses, Sales Cloud empowers companies to organize contacts, monitor sales activities, manage tasks and events, generate leads and assess performance metrics. Additionally, for larger organizations, the sales cloud enterprise edition enriches the platform with additional features such as call scripting, collaborative selling tools, comprehensive business workflow management, approval processes, custom application development, API integrations and more. The Salesforce CRM solution is available as a software-as-a-service (SaaS) offering, providing a comprehensive technology infrastructure that includes data management, security, workflow integration and user interface functionalities. Automated CRM updates, centralized data and smarter insights backed by the Salesforce Platform and Data Cloud represent a leap towards a data-driven sales strategy. Additionally, the integration of Sales Cloud with Tableau brings advanced analytics to the forefront, enhancing forecast accuracy, pipeline growth and revenue optimization.  Salesforce Sales Cloud underpins revenue growth through its integrated growth platform, encapsulating revenue lifecycle management, CPQ (configure, price, quote) and sales performance management. This integration connects product catalogs, pricing management, contracts and billing in one coherent system, facilitating sales across various channels. Additionally, the partner relationship management is also enhanced, easing the management of resellers, distributors, and other partners to drive channel sales and performance.  Salesforce Sales Cloud presents a sales solution that is adaptable to various business needs, offering total visibility into the sales pipeline. It enhances sales team productivity through built-in AI and sales engagement tools. Trusted AI, grounded in unified sales data, offers sales teams faster, smarter selling capabilities. Furthermore, sales engagement is baked directly into the CRM, allowing for accelerated sales cycles and more impactful buyer connections. Additionally, outcome-based enablement programs improve seller efficiency and productivity, ensuring sales teams operate at peak performance levels. Salesforce Sales Cloud includes Agentforce, comprising SDR (Sales Development Representative) and Sales Coach components. The autonomous agents are designed to scale sales teams effectively. Additionally, it focuses on building the pipeline by autonomously nurturing inbound leads around the clock and elevating sales performance by offering personalized coaching to sales representatives.... [Read more](https://www.softwareadvice.com/product/2764-Salesforce/) ### What users love - Enhanced customer relationship management - Comprehensive sales process control - Highly adaptable platform configuration ### To take in mind - Significant costs and add-on fees - Steep learning and onboarding demands - Complex and limited reporting tools ### Best rated features: Proposal Generation 5.0 Campaign Analytics 5.0 Drag & Drop 5.0 Job Scheduling 5.0 [See all features](https://www.softwareadvice.com/product/2764-Salesforce/#key-features) ### Starter Suite $25.00/month For up to 5 users ### Pro Suite $100.00/month This plan is designed for any size team and is billed annually. ### Enterprise $165.00/month This plan is designed for any size team and is billed annually. [See full pricing details](https://www.softwareadvice.com/product/2764-Salesforce/#pricing-and-plans) --- ### Product: HubSpot Sales Hub [HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) 4.53 [(506)](https://www.softwareadvice.com/crm/hubspot-sales-profile/reviews/) Best for:Small businesses ### Pricing availability Starting price: $0.00 Free trial: Available Free demo: Available Free version: Available Software Advice Summary HubSpot Sales Hub is a cloud-based sales platform that supports businesses of all sizes — from solo founders and startups to large enterprise sales teams — across industries including retail, technology, and B2B services. It consolidates the full sales cycle into one platform built on a native CRM, covering contact and lead management, deal and pipeline tracking, email automation, quoting, and sales analytics. Teams can automate lead segmentation, email sequences, and task assignments to reduce manual admin work. The meeting scheduler lets prospects book appointments directly from a website or email. AI-powered features include lead scoring, conversation intelligence with automatic call recording and transcription, predictive forecasting, and a prospecting agent that monitors target accounts and drafts personalized outreach. The configure, price, quote tool generates quotes from within the same platform. Managers get dashboards, revenue tracking, and coaching insights drawn from call data. HubSpot Sales Hub is deployed via web browser with mobile access supported and integrates with over 2,000 third-party apps. Plans range from a free tier to Enterprise. Support is available through a knowledge base, email, phone, and live chat.... [Read more](https://www.softwareadvice.com/crm/hubspot-sales-profile/) ### What users love - Comprehensive sales process management - Responsive and helpful support team - User-friendly and intuitive design ### To take in mind - Clunky and overwhelming navigation - Expensive for growing teams ### Best rated features: Automatic Call Distribution 5.0 Content Delivery 5.0 Mobile App 5.0 Prioritization 5.0 ### Worst rated features: Field Sales Management 3.0 Channel Management 3.0 Task Progress Tracking 3.0 Real-Time Reporting 3.5 [See all features](https://www.softwareadvice.com/crm/hubspot-sales-profile/#key-features) ### Free $0.00 ### Starter $15.00/month ### Professional $90.00/month [See full pricing details](https://www.softwareadvice.com/crm/hubspot-sales-profile/#pricing-and-plans) --- ### Product: Rolldog [Rolldog](https://www.softwareadvice.com/marketing/rolldog-complete-profile/) 4.91 [(33)](https://www.softwareadvice.com/marketing/rolldog-complete-profile/reviews/) ### Pricing availability Starting price: $39.00/month Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary Rolldog is a customer relationship management (CRM) solution, with the perks of sales enablement all rolled into one. Rolldog helps companies manage business relationships, increase revenue, and boost sales & marketing effectiveness. Managing business relationships and interactions through account details, relationships, activities, integrations, and documents is part of the foundation. It is Rolldog’s ability to help qualify and manage opportunities from ‘lead to close.' Being able to adapt to virtually any sales methodology or process at an executable level enables companies and sales reps to manage pipelines effectively. This means that businesses will be able to accurately forecast opportunities and close more deals. Rolldog offers many different CRM-related modules, as well as a lead and opportunity management module that is designed to help businesses improve upon the way they are able to track, qualify, score and close opportunities. All of this can be configured specifically to each business and its needs. Rolldog has an objective approach to how lead and opportunity management should be handled. With Rolldog, managers can control the settings to configure the criteria in which leads are qualified and ranked, specifically to the sales process. Rolldog allows BDRs and sales reps to capture critical information and perform the appropriate follow-up. Rolldog enables sales teams to focus on managing the opportunity from lead to close. Throughout the sales process, Rolldog acts as a virtual coach to sales reps by sharing information on scoring, alerting, guidance and analytics. Rolldog's objective scoring engine and opportunity alignment feature aid sales managers in ensuring the accuracy of the data supplying the forecast.... [Read more](https://www.softwareadvice.com/marketing/rolldog-complete-profile/) ### Best rated features: For Sales Teams/Organizations 5.0 Segmentation 5.0 Data Import/Export 5.0 Customizable Reports 5.0 ### Worst rated features: Marketing Automation 4.0 Workflow Management 4.0 Email Templates 4.0 [See all features](https://www.softwareadvice.com/marketing/rolldog-complete-profile/#key-features) ### Starter $39.00/month Available at $35 per month, when billed annually. ### Professional $59.00/month Available at $50 per month, when billed annually. ### Enterprise $79.00/month Available at $65 per month, when billed annually. [See full pricing details](https://www.softwareadvice.com/marketing/rolldog-complete-profile/#pricing-and-plans) --- ### Product: LeadSquared [LeadSquared](https://www.softwareadvice.com/crm/leadsquared-profile/) 4.26 [(167)](https://www.softwareadvice.com/crm/leadsquared-profile/reviews/) Best for:Ease of use ### Pricing availability Starting price: Price not available Free trial: Not available Free demo: Not available Free version: Not available Software Advice Summary LeadSquared is an AI-powered platform that unites sales, marketing, field, and service teams to automate workflows and drive outcomes at scale. The company specializes in solving sales challenges for high lead-volume, high-velocity businesses that have multiple sales channels and teams. Currently, LeadSquared is helping 1,600+ enterprises enhance their sales efficiency on a global scale. Known for its verticalized, industry-centric solutions, LeadSquared serves EdTech, Education, Healthcare, BFSI, Real Estate, Automotive, and Hospitality industries. The company is headquartered in Bengaluru, India with a local presence in Middle East, North America, and South Africa. The software is available in a subscription pricing model. It runs on most web browsers and also has a dedicated Android and iOS application.... [Read more](https://www.softwareadvice.com/crm/leadsquared-profile/) ### Best rated features: Engagement Tracking 5.0 Multi-Channel Marketing 5.0 SMS Marketing 5.0 Sales Analytics 5.0 ### Worst rated features: Activity Dashboard 1.0 Social Media Integration 1.0 Reminders 1.0 [See all features](https://www.softwareadvice.com/crm/leadsquared-profile/#key-features) --- ### Product: Zoho CRM [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) 4.31 [(7004)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) Best for:Enterprise businesses ### Pricing availability Starting price: $14.00/month Free trial: Available Free demo: Not available Free version: Available Software Advice Summary Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions. Zoho CRM helps users respond to customers across channels in real-time. Zia, Zoho CRM's AI-powered sales assistant, can predict an appropriate time to contact customers. It scans emails for emergencies and can display relevant statistics or documents when performing searches. Uers can integrate with G Suite, WordPress, MailChimp, Evernote, Unbounce and other third-party systems. Zoho CRM's software development kits provide tools to build custom functions to add to the CRM. Zoho CRM is available on monthly or annual subscriptions and support is extended via phone, email, documentation and other online measures.... [Read more](https://www.softwareadvice.com/crm/zoho-crm-profile/) ### What users love - User-friendly and adaptable design - Affordable plans and good value - Comprehensive feature-rich platform ### To take in mind - Slow and inconsistent support response - Cluttered and overwhelming interface - Limited and complex email tools ### Best rated features: Client/Property Matching 5.0 For Financial Institutions 5.0 Widgets 5.0 For Mac Devices 5.0 ### Worst rated features: Chatbot 2.0 Incentive Management 3.0 Social Marketing 3.0 [See all features](https://www.softwareadvice.com/crm/zoho-crm-profile/#key-features) ### Standard $14.00/month ### Professional $23.00/month ### Enterprise $40.00/month [See full pricing details](https://www.softwareadvice.com/crm/zoho-crm-profile/#pricing-and-plans) --- ### Product: SPOTIO [SPOTIO](https://www.softwareadvice.com/crm/spotio-profile/) 4.31 [(78)](https://www.softwareadvice.com/crm/spotio-profile/reviews/) ### Pricing availability Starting price: Price not available Free trial: Not available Free demo: Not available Free version: Not available Software Advice Summary SPOTIO is the field sales execution platform for revenue-driven teams — turning field activity into reliable forecasts, lower cost of sales, and predictable revenue growth. Where field execution is invisible, revenue is unpredictable. Most field sales organizations run on a patchwork of spreadsheets, CRM records that lag days behind reality, and rep self-reporting. SPOTIO replaces that guesswork with a single system of execution: sales and revenue leaders get real-time visibility into rep activity, territory coverage, and pipeline health — from the field to the forecast — while reps get a mobile app built for how field selling actually works. Core capabilities include: Territory mapping and management — Design, assign, and rebalance territories visually. See coverage gaps and rep performance by geography at a glance. Route optimization — Plan multi-stop days in seconds so reps spend more time in front of buyers and less time driving. Lead prospecting — Identify and qualify new opportunities in-territory using built-in business and property data. Multi-channel Autoplays — Automated sequences across visits, calls, texts, and email keep every opportunity moving without manual follow-up tracking. Activity tracking with location verification — Know what happened in the field, not what was reported. Verified visits create rep accountability without micromanagement. CRM sync with Salesforce and HubSpot — Bi-directional sync keeps SPOTIO and your system of record aligned, eliminating duplicate data entry. Performance dashboards — Reporting purpose-built for field sales — not inside sales — so leaders manage to leading indicators, not lagging results. NBA (Next Best Action) is the AI sales optimization engine built directly into SPOTIO that gives revenue leaders a predictive, forward-looking view of pipeline health across every territory — while ensuring every rep executes the right action on the right account at the right time. Value Scores, AI-recommended actions, and a clear reason behind every recommendation replace gut-feel prioritization with a consistent, measurable system. The result: reliable forecasts, lower cost of sales, and revenue growth that scales with the organization, not just headcount . DASH, SPOTIO's AI co-pilot, is built directly into the platform reps already work in. DASH preps reps before every visit, updates records by voice or photo from the field, and drafts follow-ups — with human approval on every change, so your CRM finally reflects what happened today without sacrificing data quality. SPOTIO scales with field sales teams from small business to enterprise across telecom, home services, home improvement, roofing, medical, insurance, distribution, and more. It deploys on iOS, Android, and desktop, and is typically live within weeks, not quarters. The results: customers have driven outcomes like 23% revenue growth and 14 hours saved per rep, per week — with teams typically seeing ROI within months, not years.... [Read more](https://www.softwareadvice.com/crm/spotio-profile/) ### Best rated features: Email Templates 5.0 Real-Time Updates 5.0 For Sales Teams/Organizations 5.0 Content Management 5.0 ### Worst rated features: API 1.0 Sales Reports 1.0 Lead Nurturing 1.0 CRM 1.0 [See all features](https://www.softwareadvice.com/crm/spotio-profile/#key-features) --- ### Product: Zipteams [Zipteams](https://www.softwareadvice.com/voip/zipteams-profile/) 4.70 [(73)](https://www.softwareadvice.com/voip/zipteams-profile/reviews/) ### Pricing availability Starting price: Price not available Free trial: Not available Free demo: Not available Free version: Not available Software Advice Summary Zipteams is a cloud-based AI sales platform that helps sales and revenue teams manage lead engagement, qualification, and conversion in one place. It suits businesses of varying sizes, with documented use cases in EdTech, career counseling, and financial services. Core features include an AI dialer and calling agents, conversation intelligence with call recording and transcription, BANT intent detection, and automated meeting summaries after every call. The Zip Score tool audits call quality using configurable scoring parameters and sends automated training reports to sales reps and managers. Talk-to-listen ratio monitoring and participant sentiment scoring help identify gaps in sales conversations. An embeddable meeting widget lets prospects connect instantly from a website or landing page, with browser-based meeting rooms that require no app download. Meeting scheduling includes round-robin routing, and CRM workflow automation reduces manual data entry. Sales pipeline analytics and dashboards surface funnel drop areas to support closing efforts. Zipteams integrates with third-party apps and CRM systems to keep data current across tools. Support options include a knowledge base, with additional assistance available via email and chat channels.... [Read more](https://www.softwareadvice.com/voip/zipteams-profile/) ### Best rated features: Lead Assignment 5.0 Real-Time Reporting 5.0 Lead Capture 5.0 Meeting Notes 5.0 [See all features](https://www.softwareadvice.com/voip/zipteams-profile/#key-features) --- ### Product: Gong [Gong](https://www.softwareadvice.com/call-center/gong-profile/) 4.81 [(561)](https://www.softwareadvice.com/call-center/gong-profile/reviews/) Best for:Mid-size businesses ### Pricing availability Starting price: Price not available Free trial: Not available Free demo: Not available Free version: Not available Software Advice Summary Gong is a cloud-based revenue intelligence platform built for B2B go-to-market teams across technology, media, telecommunications, professional services, financial services, healthcare, and manufacturing. It serves businesses of all sizes, with strong adoption among mid-market and enterprise organizations, and is used by more than 5,000 companies globally. The platform automatically records and transcribes calls, emails, and meetings, then logs activity directly into connected CRM systems to reduce manual data entry. Core features include AI-powered forecasting using 300-plus signals from real customer conversations, pipeline and deal tracking with full customer context, and sales engagement tools for account-based outreach. Gong also provides coaching tools such as call review, scorecards, and AI-generated highlights to help managers develop reps without added overhead. Sales enablement, pipeline management, forecasting, and engagement are consolidated into one platform, giving revenue teams a unified view of deals and accounts. AI agents automate tasks including follow-ups, pipeline updates, and forecast corrections. Support is available via a knowledge base and customer support channels. Gong complies with SOC 2 Type II, GDPR, and CCPA standards.... [Read more](https://www.softwareadvice.com/call-center/gong-profile/) ### What users love - Collaborative call review tools - Driving sales team improvement - In-depth conversation breakdowns ### To take in mind - Transcription accuracy limitations - Recording reliability and privacy issues ### Best rated features: Data Visualization 5.0 Trend Analysis 5.0 Sales Automation 5.0 Sales Trend Analysis 5.0 ### Worst rated features: Sales Onboarding & Training 1.0 Call Scripting 3.0 Sales Pipeline Management 3.0 [See all features](https://www.softwareadvice.com/call-center/gong-profile/#key-features) --- ### Product: Tidio [Tidio](https://www.softwareadvice.com/live-chat/tidio-chat-profile/) 4.73 [(590)](https://www.softwareadvice.com/live-chat/tidio-chat-profile/reviews/) Best for:Small businesses ### Pricing availability Starting price: $0.00/month Free trial: Available Free demo: Not available Free version: Available Software Advice Summary Tidio is a complete customer support software suite combining a help desk, live chat, chatbot automation, and a conversational AI agent. Trusted by over 300,000 businesses across ecommerce, service industries, and tech, Tidio helps streamline communication, speed up support, and boost conversions. With Tidio, support teams can chat with visitors in real time, automate FAQ responses using Flows (rules-based chatbots), and handle messages from email, Messenger, Instagram, and WhatsApp—all from one centralized inbox. At the core of the platform is Lyro—Tidio’s AI agent for customer service—designed to handle up to 64% of common support questions without any human intervention. With just one click, Lyro starts using your existing help docs to deliver accurate, on-brand answers—without guessing or fabricating responses. Tidio makes it easy to grow your support operations without overloading your team. It helps reduce missed opportunities, cut down response times, and lets your agents concentrate on complex issues. Get started for free and unlock 50 AI-driven conversations with Lyro—no credit card needed.... [Read more](https://www.softwareadvice.com/live-chat/tidio-chat-profile/) ### What users love - Versatile live chat experience - Efficient customer service automation - Broad platform integration options ### To take in mind - Expensive for small businesses ### Best rated features: Customer Surveys 5.0 Activity Tracking 5.0 Help Desk Management 5.0 Interactive Content 5.0 [See all features](https://www.softwareadvice.com/live-chat/tidio-chat-profile/#key-features) ### Free $0.00/month For solo entrepreneurs. Free forever. No credit card required. ### Starter $24.17/month Ideal for small businesses focused on enhancing customer satisfaction via live chat support. ### Growth $49.17/month Ideal for teams of all sizes prioritizing customer service as their competitive advantage. [See full pricing details](https://www.softwareadvice.com/live-chat/tidio-chat-profile/#pricing-and-plans) --- ### Product: Veloxy [Veloxy](https://www.softwareadvice.com/crm/veloxy-profile/) 4.85 [(216)](https://www.softwareadvice.com/crm/veloxy-profile/reviews/) Best for:Enterprise businesses ### Pricing availability Starting price: $25.00/month Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary Veloxy is an AI-powered sales enablement solution built for field and inside sales teams that use Salesforce CRM. It serves businesses of all sizes, from individual contributors to enterprise organizations, across sectors including telecommunications and B2B field sales. The software is cloud-based and accessible via a mobile app (iOS and Android), a Gmail or Outlook inbox extension, and a web application. Core features include automatic Salesforce activity logging, AI-based lead prioritization, email marketing with drip campaigns and open/click tracking, geolocation-powered route planning for field reps, 360-degree contact profiles, pipeline management, and predictive sales forecasting. AI surfaces sales-ready opportunities based on historical activity and engagement signals, helping reps focus on high-priority accounts. Managers gain real-time analytics dashboards with visibility into rep activity, pipeline health, and forecasts. Email compliance tools support CAN-SPAM, CASL, and GDPR requirements. Veloxy consolidates tasks, calendars, contacts, and analytics into one platform, reducing time spent on manual CRM data entry. Support is available via a knowledge base, with additional options accessible through the vendor's website.... [Read more](https://www.softwareadvice.com/crm/veloxy-profile/) ### Best rated features: CRM 1.0 Sales Pipeline Management 1.0 Customer Database 1.0 Email Management 1.0 ### Worst rated features: Client Management 1.0 Data Import/Export 1.0 Reporting/Analytics 1.0 Lead Management 1.0 [See all features](https://www.softwareadvice.com/crm/veloxy-profile/#key-features) ### Basic $25.00/month [See full pricing details](https://www.softwareadvice.com/crm/veloxy-profile/#pricing-and-plans) --- ### Product: SalesBlink [SalesBlink](https://www.softwareadvice.com/crm/salesblink-profile/) 4.68 [(284)](https://www.softwareadvice.com/crm/salesblink-profile/reviews/) Best for:Email Campaign Management ### Pricing availability Starting price: $25.00/month Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary SalesBlink is a sales outreach automation platform that integrates a suite of features to streamline and enhance sales processes. SalesBlink focuses on automating email outreach, ensuring that sales emails and follow-ups are sent on autopilot, thereby increasing efficiency and productivity. The platform's standout feature, BlinkGPT, leverages AI to draft personalized cold email sequences, allowing for the creation and execution of sales sequences tailored to specific business needs. This AI-driven approach not only simplifies the process of reaching out to potential leads but also ensures that each communication is optimized for engagement. Email deliverability is a critical aspect of SalesBlink's offering, with the Email WarmUp feature aiming to improve email and domain reputation to consistently land emails in the inbox. This is further supported by email verification processes that screen for invalid emails, ensuring that outreach efforts are not wasted on non-existent or incorrect email addresses. The platform also addresses the logistical challenges of scheduling by incorporating a Meeting Scheduler. This feature allows prospects to book meetings easily, accommodating different time zones and simplifying the coordination process. Additionally, SalesBlink's Unified Inbox consolidates communications from various channels into a single dashboard, facilitating easier management of leads and interactions. Other notable features include integrations that allow for seamless connection with CRM systems, detailed reporting and dashboards for monitoring outreach performance, and email tracking capabilities that offer insights into email engagement metrics such as opens, clicks, and responses.... [Read more](https://www.softwareadvice.com/crm/salesblink-profile/) ### Best rated features: Sales Pipeline Management 5.0 Scheduling 5.0 API 4.9 Email Management 4.9 [See all features](https://www.softwareadvice.com/crm/salesblink-profile/#key-features) ### Scale $25.00/month This entry-level plan is suitable for small teams or individuals just beginning their sales outreach efforts. It includes basic features such as BlinkGPT AI for personalizing emails, a 6,000 emails monthly email sending capacity, and access to essential sales outreach tools.... [Read more](https://www.softwareadvice.com/crm/salesblink-profile/#pricing-and-plans) ### Growth $79.00/month The Growth plan is aimed at growing businesses looking for advanced features. It offers an email sending limit of upto 50,000 emails and additional capabilities such as more BlinkGPT AI personalizations, more email sequence creations, and comprehensive support for email campaigns.... [Read more](https://www.softwareadvice.com/crm/salesblink-profile/#pricing-and-plans) ### Business $179.00/month This plan is tailored for large businesses and organizations with extensive sales outreach needs. It provides a limit of 100,000 for monthly email sends, BlinkGPT AI personalizations, and email sequence creations. Additionally, it includes advanced features like outreach tasks and team reports to streamline operations and enhance team collaboration.... [Read more](https://www.softwareadvice.com/crm/salesblink-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/crm/salesblink-profile/#pricing-and-plans) --- ### Product: Clari [Clari](https://www.softwareadvice.com/crm/wingman-profile/) 4.66 [(314)](https://www.softwareadvice.com/crm/wingman-profile/reviews/) Best for:Value for money ### Pricing availability Starting price: $1,080.00/year Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary Clari is a revenue orchestration platform that helps enterprise B2B organizations in technology, manufacturing, professional services, and related industries manage their sales pipeline, forecast revenue, and track deal activity. Clari is deployed as a cloud-based solution, making it accessible from any browser without on-premises installation. Core features include pipeline inspection, revenue forecasting, conversation intelligence, and deal tracking. Sales teams can use these tools to spot at-risk deals, align on targets, and keep forecast data accurate. Revenue operations and sales leadership can monitor team activity and identify gaps before they affect results. Support is available via email, phone, live chat, and an online knowledge base.... [Read more](https://www.softwareadvice.com/crm/wingman-profile/) ### What users love - Flexible and searchable recordings - Actionable insights from calls - Optimized sales call management ### To take in mind - Inconsistent transcription accuracy ### Best rated features: Dashboard 5.0 Opportunity Management 5.0 Real-Time Analytics 5.0 Self Service Portal 5.0 ### Worst rated features: Customizable Reports 3.3 Task Management 3.8 Call Tracking 4.0 [See all features](https://www.softwareadvice.com/crm/wingman-profile/#key-features) ### Accelerator $1,080.00/year ### Enterprise $1,320.00/year [See full pricing details](https://www.softwareadvice.com/crm/wingman-profile/#pricing-and-plans) --- ### Product: Aligned [Aligned](https://www.softwareadvice.com/crm/aligned-profile/) 4.94 [(47)](https://www.softwareadvice.com/crm/aligned-profile/reviews/) ### Pricing availability Starting price: Price not available Free trial: Not available Free demo: Not available Free version: Available Software Advice Summary Aligned's digital sales room simplifies complex deals, engages buyers, and reduces time-to-value for sales teams. All customer communication, processes, content, and tools are all centralized in Aligned so that users no longer have to chase emails week after week.... [Read more](https://www.softwareadvice.com/crm/aligned-profile/) ### Best rated features: Collaboration Tools 5.0 Project Management 5.0 Sales Onboarding & Training 5.0 Customer Segmentation 5.0 ### Worst rated features: Real-Time Updates 4.0 [See all features](https://www.softwareadvice.com/crm/aligned-profile/#key-features) --- ### Product: Readymode [Readymode](https://www.softwareadvice.com/product/171343-Readymode/) 4.62 [(145)](https://www.softwareadvice.com/product/171343-Readymode/reviews/) Best for:Call Recording ### Pricing availability Starting price: $239.00/month Free trial: Not available Free demo: Not available Free version: Not available Software Advice Summary Readymode is a cloud-based outbound customer engagement platform for call centers and sales teams. Our all-in-one platform empowers businesses to engage smarter, connect more, and grow their revenue. Along with an industry-leading predictive dialer, our outbound calling solutions include advanced features like fully integrated CRM, built-in compliance tools, and real-time reporting and analytics. Readymode is at the core of the conversation: we’re designed for businesses that want to maximize productivity and scale affordably. We are the leading choice for customer outreach and engagement. With Readymode you get crystal-clear voice with Tier 1 carriers, unlimited outbound minutes, $0 set-up fees, and complete implementation so you’re up and running quickly. Readymode offers free, unlimited technical support, 1:1 implementation and zero set-up fees.... [Read more](https://www.softwareadvice.com/product/171343-Readymode/) ### Best rated features: Computer Telephony Integration 5.0 Answering Machine Detection 5.0 Voice Mail 5.0 Call Scripting 5.0 ### Worst rated features: CRM 1.0 [See all features](https://www.softwareadvice.com/product/171343-Readymode/#key-features) --- ### Product: Groove [Groove](https://www.softwareadvice.com/product/224461-Groove/) 4.68 [(146)](https://www.softwareadvice.com/product/224461-Groove/reviews/) Best for:Ease of use ### Pricing availability Starting price: $50.00/month Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary Groove is a market-leading sales engagement platform that enables sales leaders to execute their strategy in a smart, adaptive way. With Groove, revenue leaders can use automation to do more with less, driving greater efficiency and effectiveness across the customer lifecycle. Groove’s sales engagement platform drives more revenue through connected and consistently great sales execution. It makes your sales strategy actionable, reinforces your custom playbook, and applies AI-driven insights that help sellers learn, evolve, and win. Groove enables more than 75,000 users at ADP, Google, Uber, iHeartMedia, Capital One, and other large enterprises to be more efficient and effective. Groove has ranked #1 in enterprise customer satisfaction on G2 for four consecutive years and has been named one of the Inc. 5000 fastest-growing privately held companies in the U.S. since 2020. To learn more, visit https://groove.co.... [Read more](https://www.softwareadvice.com/product/224461-Groove/) ### Best rated features: Customizable Fields 5.0 Alerts/Notifications 5.0 Collaboration Tools 5.0 Access Controls/Permissions 5.0 ### Worst rated features: Business Process Automation 3.5 Call Recording 3.7 [See all features](https://www.softwareadvice.com/product/224461-Groove/#key-features) ### Basic $50.00/month [See full pricing details](https://www.softwareadvice.com/product/224461-Groove/#pricing-and-plans) --- ### Product: Close [Close](https://www.softwareadvice.com/crm/close-io-profile/) 4.66 [(164)](https://www.softwareadvice.com/crm/close-io-profile/reviews/) Best for:Value for money ### Pricing availability Starting price: $9.00/month Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary Close is a sales CRM built for small and growth-stage B2B sales teams. The software is cloud-based, so teams can access it from any browser without installing anything locally. Close brings calling, email, and SMS into one place, so sales reps can reach leads without switching between tools. Pipeline tracking gives managers a clear view of deals and where they stand. Built-in automation handles follow-up sequences, reducing manual work for reps. Reporting tools let teams measure call activity, email performance, and revenue trends. Close also integrates with popular third-party tools to fit into existing workflows. Support is available via email, live chat, and a searchable knowledge base, giving users multiple ways to get help when needed.... [Read more](https://www.softwareadvice.com/crm/close-io-profile/) ### Best rated features: Workflow Automation 5.0 Customizable Templates 5.0 Call Recording 5.0 Third-Party Integrations 5.0 ### Worst rated features: Real-Time Notifications 1.0 Data Import/Export 1.0 Customer Database 3.0 Drip Campaigns 3.0 [See all features](https://www.softwareadvice.com/crm/close-io-profile/#key-features) ### Solo $9.00/month Solo is perfect for individuals organizing leads, managing pipelines, and keeping communication in one place.... [Read more](https://www.softwareadvice.com/crm/close-io-profile/#pricing-and-plans) ### Essentials $35.00/month A great plan for small teams. ### Growth $99.00/month Automation to help your team move faster. [See full pricing details](https://www.softwareadvice.com/crm/close-io-profile/#pricing-and-plans) --- ### Product: Outplay [Outplay](https://www.softwareadvice.com/crm/outplay-profile/) 4.72 [(75)](https://www.softwareadvice.com/crm/outplay-profile/reviews/) ### Pricing availability Starting price: $99.00/month Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary Outplay is a cloud-based sales enablement solution that helps enterprises interact with the target audience and gain visibility into various business metrics to increase revenue and growth. The software lets sales teams view, monitor, and organize their goals and engage with the customers across different marketing channels including SMS, call, LinkedIn, email and more. The automation functionality in Outplay automatically saves the tasks. Additionally, it also facilitation integration with numerous third-party applications such as Hubspot, Microsoft Office 365, Salesforce, Gmail, Zapier, Pipedrive and more.... [Read more](https://www.softwareadvice.com/crm/outplay-profile/) ### Best rated features: Sales Onboarding & Training 5.0 Segmentation 5.0 Activity Tracking 5.0 Sales Activity Management 5.0 ### Worst rated features: Email Templates 3.7 Call Recording 4.0 [See all features](https://www.softwareadvice.com/crm/outplay-profile/#key-features) ### Startup Custom Pricing available upon request ### Growth $99.00/month 14-day free trial. ### Pro $120.00/month 14-day free trial. [See full pricing details](https://www.softwareadvice.com/crm/outplay-profile/#pricing-and-plans) --- ### Product: Zixflow [Zixflow](https://www.softwareadvice.com/crm/sales-simplify-profile/) 4.63 [(80)](https://www.softwareadvice.com/crm/sales-simplify-profile/reviews/) ### Pricing availability Starting price: $39.00/year Free trial: Available Free demo: Not available Free version: Available Software Advice Summary Zixflow redefines how we manage & engage contacts. It's agile, customizable, and AI-driven. A unified workspace to shape your CRM, automate workflows, and drive engagement through Email, SMS & WhatsApp. What makes Zixflow different? ✅ Sleek and user-friendly UI ✅ All-in-one workspace ✅ Highly customizable for diverse use cases ✅ Transparent pricing and pay-as-you-go for campaigns ✅ Make engagement and automation flows seamlessly ✅ Zixflow AI to work for you ✅ Robust data security and precise user permission control What's Inside Zixflow? 📍 Track interactions with your customers 📍 Create contact lists for every use case 📍 Visualize data with table and kanban views 📍 Run outreach campaigns via SMS, Email, and WhatsApp 📍 Manage replies in a unified inbox 📍 Easily find and verify email addresses 📍 Capture leads with sleek and modern forms 📍 Zixflow AI for custom fields, personalization, and spontaneous ice-breakers 📍 Automate with cadences and workflow automation... [Read more](https://www.softwareadvice.com/crm/sales-simplify-profile/) ### Best rated features: Communication Management 5.0 For Sales Teams/Organizations 4.9 Reporting & Statistics 4.8 CRM 4.8 ### Worst rated features: Engagement Tracking 4.0 Email Templates 4.0 [See all features](https://www.softwareadvice.com/crm/sales-simplify-profile/#key-features) ### Marketing Stack $39.00/year ### Business Stack $69.00/year [See full pricing details](https://www.softwareadvice.com/crm/sales-simplify-profile/#pricing-and-plans) --- ### Product: Mixmax [Mixmax](https://www.softwareadvice.com/crm/mixmax-profile/) 4.58 [(236)](https://www.softwareadvice.com/crm/mixmax-profile/reviews/) Best for:Customer support ### Pricing availability Starting price: $65.00/month Free trial: Available Free demo: Not available Free version: Available Software Advice Summary Mixmax is a sales engagement platform that helps businesses track emails, engage with customers and conduct surveys via a unified platform. It enables sales representatives to convert prospects into customers, send personalized emails to clients, automate workflows and enhance customer experience activities. It allows managers to track the performance of sales executives, analyze market trends and generate custom reports. Features of Mixmax include GDPR compliance, data encryption, productivity tracking, data synchronization and more. Additionally, the application lets professionals capture and store customer data in a centralized repository. Mixmax facilitates integration with various third-party platforms such as Salesforce, Google Calendar, Dropbox, Box, Github, Twitter and more. Pricing is available on a monthly or annual subscription and support is extended via phone, email, documentation and other online measures.... [Read more](https://www.softwareadvice.com/crm/mixmax-profile/) ### What users love - Comprehensive feature-rich platform - User-friendly and intuitive design - Detailed and actionable email tracking ### To take in mind - Email handling and reliability issues ### Best rated features: Task Management 5.0 For Sales Teams/Organizations 5.0 Calendar Management 5.0 Location Tracking 5.0 [See all features](https://www.softwareadvice.com/crm/mixmax-profile/#key-features) ### Enterprise Custom Pricing available upon request Enterprise controls & custom setup for larger teams ### Growth + CRM $89.00/month Boost productivity with unlimited tracking, reminders, templates, and scheduling ### Growth $65.00/month Sales automation for growing revenue teams built into Gmail. Mixmax saves time for account executives, customer success, and SDR teams by automating repetitive tasks and increasing efficiency.... [Read more](https://www.softwareadvice.com/crm/mixmax-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/crm/mixmax-profile/#pricing-and-plans) --- ### Product: servis.ai [servis.ai](https://www.softwareadvice.com/product/113880-FreeAgent-Network/) 4.65 [(71)](https://www.softwareadvice.com/product/113880-FreeAgent-Network/reviews/) ### Pricing availability Starting price: $75.00/month Free trial: Not available Free demo: Not available Free version: Not available Software Advice Summary Servis.ai, formerly FreeAgent CRM, is a robust Business Operations Management Platform that helps your team get organized, gain visibility into day-to-day work, and get more done with a powerful, easy-to-use sales platform your sales team will actually love. Work smarter and faster with instant visibility, empowering sales teams to do more with less. Speed up cycle times, close more deals, save time, improve business processes, and ensure nothing falls through the cracks by having all your tools in one happy place. Lift your business up out of spreadsheets and email, and win your workdays with FreeAgent CRM.... [Read more](https://www.softwareadvice.com/product/113880-FreeAgent-Network/) ### Best rated features: Pipeline Management 5.0 Customer Segmentation 5.0 Third-Party Integrations 5.0 Dashboard 5.0 ### Worst rated features: Campaign Management 3.0 Marketing Automation 3.0 [See all features](https://www.softwareadvice.com/product/113880-FreeAgent-Network/#key-features) --- ### Product: Whatfix [Whatfix](https://www.softwareadvice.com/hr/whatfix-profile/) 4.64 [(77)](https://www.softwareadvice.com/hr/whatfix-profile/reviews/) ### Pricing availability Starting price: Price not available Free trial: Not available Free demo: Not available Free version: Not available Software Advice Summary Whatfix is the AI-native Digital Adoption Platform built for the modern enterprise. It’s the only platform to unify pre-production simulation training, in-workflow guidance and support, and adoption analytics for continuous optimization, driving business outcomes from enterprise software.... [Read more](https://www.softwareadvice.com/hr/whatfix-profile/) ### Best rated features: Learning Paths/Tracks 5.0 Employee Onboarding 5.0 Data Quality Control 5.0 Launch Management 5.0 [See all features](https://www.softwareadvice.com/hr/whatfix-profile/#key-features) --- ### Product: ActiveCampaign [ActiveCampaign](https://www.softwareadvice.com/crm/activecampaign-profile/) 4.56 [(2571)](https://www.softwareadvice.com/crm/activecampaign-profile/reviews/) Best for:Features ### Pricing availability Starting price: $15.00/month Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary ActiveCampaign is a cloud-based marketing and sales automation platform serving small to mid-sized businesses through enterprise organizations across ecommerce, retail, education, fitness, food and beverage, SaaS, agencies, non-profits, and franchise operations. It is accessible via web browser and mobile app on iOS and Android. Core features include email marketing with a drag-and-drop designer, 900-plus pre-built automation workflows, multi-channel messaging via SMS and WhatsApp, a built-in CRM with pipeline management, landing page builder, contact segmentation, A/B testing, site tracking, custom reporting, and over 1,000 third-party integrations including Salesforce, Shopify, and Stripe. AI tools generate complete email campaigns from brand guidelines, build automations from plain-language descriptions, predict optimal send times per contact, surface high-value audience segments, and forecast deal close likelihood within the CRM. Customer data is not used to train AI models. Franchise and multi-location businesses are supported through ActiveCampaign HQ. HIPAA support is available on Enterprise plans. Pricing is contact-based with no setup fees, starting at $15 per month. A free 14-day trial and free migration assistance are included. Support is available through email, live chat, and a knowledge base.... [Read more](https://www.softwareadvice.com/crm/activecampaign-profile/) ### What users love - Helpful support and guidance - Flexible marketing automation workflows - Intuitive and user-friendly design ### To take in mind - Email builder and deliverability issues - Rapidly increasing subscription costs - Clunky and unintuitive navigation ### Best rated features: Role-Based Permissions 5.0 Batch Processing 5.0 Sales Trend Analysis 5.0 Shared Contacts 5.0 ### Worst rated features: AI Text Generation 2.0 Social Promotion 3.0 Real-Time Notifications 3.0 [See all features](https://www.softwareadvice.com/crm/activecampaign-profile/#key-features) ### Starter $15.00/month Get started with personalized marketing campaigns. For up to 25,000 contacts. ### Plus $49.00/month Go further with automation and powerful customer insights. ### Pro $79.00/month Unlock full omnichannel marketing automation. [See full pricing details](https://www.softwareadvice.com/crm/activecampaign-profile/#pricing-and-plans) --- ### Product: SalesExec [SalesExec](https://www.softwareadvice.com/crm/salesexec-profile/) 4.71 [(24)](https://www.softwareadvice.com/crm/salesexec-profile/reviews/) ### Pricing availability Starting price: $55.00/month Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary SalesExec is a lead management and sales response platform built for high-velocity sales operations, call centers, and performance-driven sales teams. The platform combines CRM, automated lead routing, dialing, workflow automation, pipeline management, and outbound engagement tools into a single scalable environment designed to improve speed-to-lead, increase contact rates, and help teams convert more inbound opportunities. Unlike traditional CRMs built primarily around account management, SalesExec is optimized for real-time lead response workflows, automated sales distribution, pull-based lead routing, and high-volume inbound sales operations. SalesExec supports growing sales teams, outbound call centers, and enterprise lead response environments through scalable infrastructure, automation workflows, and transparent growth-friendly pricing.... [Read more](https://www.softwareadvice.com/crm/salesexec-profile/) ### Best rated features: Contact Management 5.0 Lead Management 5.0 Workflow Management 5.0 Calendar/Reminder System 5.0 [See all features](https://www.softwareadvice.com/crm/salesexec-profile/#key-features) ### Basic $55.00/month $55 price per user for basic plan users. Discounts applied for more than 5 users. [See full pricing details](https://www.softwareadvice.com/crm/salesexec-profile/#pricing-and-plans) --- ### Product: Vanillasoft [Vanillasoft](https://www.softwareadvice.com/crm/vanilla-soft-profile/) 4.59 [(233)](https://www.softwareadvice.com/crm/vanilla-soft-profile/reviews/) Best for:Popular ### Pricing availability Starting price: Price not available Free trial: Not available Free demo: Not available Free version: Not available Software Advice Summary VanillaSoft is a cloud-based sales management solution that combines features for CRM, lead management and telemarketing which helps sales teams in businesses manage their daily operations. VanillaSoft is a lead optimization platform built for fast-response sales teams. VanillaSoft’s real-time workflow helps sales teams work smarter by making sure every lead gets the best chance to convert. It automatically prioritizes the warmest records, so agents don’t waste time figuring out who to contact next. It simplifies the agent’s activities, letting them focus on conversations instead of juggling data. Plus, it ensures calls, emails, and texts are sent in the right order, with the right message, and with the best chance of getting through—avoiding spam filters and blocked calls. These three pillars of VanillaSoft’s all-in-one system ensure sales teams are effective, efficient, and always reaching their leads.... [Read more](https://www.softwareadvice.com/crm/vanilla-soft-profile/) ### What users love - User-friendly and intuitive design - Efficient lead tracking workflow - Responsive and helpful support team ### To take in mind - Occasional lag and slowdowns ### Best rated features: Template Management 5.0 Call Recording 5.0 Lead Distribution 5.0 Activity Dashboard 5.0 [See all features](https://www.softwareadvice.com/crm/vanilla-soft-profile/#key-features) --- ### Product: Skylead [Skylead](https://www.softwareadvice.com/crm/skylead-profile/) 4.76 [(17)](https://www.softwareadvice.com/crm/skylead-profile/) ### Pricing availability Starting price: $100.00/month Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary Designed for agencies, but also sales teams, Skylead is a cloud-based LinkedIn automation tool and cold email software that helps you book 3x more meetings and save over 11 hours of work per week to focus on other important aspects of lead generation, such as lead nurturing and closing deals. Some of Skylead’s core features include: 1. Account-Based Prospecting & B2B Database - to find companies and decision-makers directly inside Skylead. 2. AI Data Enrichment - to enrich companies and contacts with information with AI and generate personalized icebreakers, and turn enriched data into custom variables in messages. Skylead does not add a margin to enrichment provider costs. Thanks to aggregated usage and negotiated provider pricing, enrichment costs can be up to 95% lower than comparable solutions. 3. Smart sequences - to combine automated LinkedIn and email actions with if/else conditions, and create a smart algorithm that finds the fastest path to get a response from your leads. 4. AI SDR - to take over lead conversations from the moment a prospect replies, then through objection handling, follow-ups, and ultimately booking a meeting. Agencies can productize sales expertise through AI Training Sets. Create your own Training Sets, improve them through feedback, and deploy them across client campaigns. This allows you to scale both done-for-you and done-with-you services without manually handling every client conversation. 5. Agency Platform benefits: - Get complete Agency dashboard with centralized view of client performance, activity, and account health, with built-in risk detection that flags high-risk seats early so you can step in before performance drops or clients churn. - Granular user permissions, allowing different clients and team members to access only the parts of the platform they need. - White-label option is available and includes custom logos, colors, branding, landing page imagery, custom subdomains, branded customer support, and a branded Help Center. Integrations - to effortlessly sync data through Zapier, Make, or API for smoother workflows. Benefits of using Skylead: Save 11+ hours and reach more leads in less time. Spread the word about your brand and connect with industry professionals and your ideal clients faster. Hyper-personalize every aspect of your outreach at scale for skyrocketing engagement. Experience the convenience of an all-in-one outreach tool. Reach a support agent with an average response time of 7 seconds. Pricing Skylead offers flat pricing for agencies designed to protect margins as agencies grow: $999/month for up to 50 seats $1,999/month for unlimited seats For individual sales teams, Skylead's all-in-one outreach plan is $100 per seat/month. Explore more of Skylead’s solutions on our website and jumpstart your journey with a 7-day FREE trial today!... [Read more](https://www.softwareadvice.com/crm/skylead-profile/) ### Best rated features: Search/Filter 5.0 Campaign Analytics 5.0 Email Management 5.0 Chat/Messaging 5.0 ### Worst rated features: Lead Qualification 2.5 Contact Database 3.7 Lead Nurturing 3.8 Lead Generation 4.0 [See all features](https://www.softwareadvice.com/crm/skylead-profile/#key-features) ### All-in-one $100.00/month ### White label Custom Pricing available upon request ### Annual Custom Pricing available upon request For sales teams & agencies with a steady seat count [See full pricing details](https://www.softwareadvice.com/crm/skylead-profile/#pricing-and-plans) --- 1 [2](https://www.softwareadvice.com/crm/sales-engagement-comparison/?__ai_markdown=true&page=2)[3](https://www.softwareadvice.com/crm/sales-engagement-comparison/?__ai_markdown=true&page=3)[4](https://www.softwareadvice.com/crm/sales-engagement-comparison/?__ai_markdown=true&page=4)[5](https://www.softwareadvice.com/crm/sales-engagement-comparison/?__ai_markdown=true&page=5) ... [21](https://www.softwareadvice.com/crm/sales-engagement-comparison/?__ai_markdown=true&page=21) ## Popular Comparisons [ HubSpot Sales Hub vs Salesforce Sales Cloud ](https://www.softwareadvice.com/compare/2764-Salesforce/vs/21946-hubspot-sales/)[ Bigin by Zoho CRM vs Zoho CRM ](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/vs/zoho-crm/)[ Nutshell vs Pipedrive ](https://www.softwareadvice.com/crm/nutshell-profile/vs/pipedrive/)[ ActiveCampaign vs Keap ](https://www.softwareadvice.com/crm/activecampaign-profile/vs/infusionsoft-crm/)[ Dripify vs Seamless ](https://www.softwareadvice.com/crm/dripify-profile/vs/seamless-ai/)[ Slack vs Tidio ](https://www.softwareadvice.com/remote-support/slack-profile/vs/tidio-chat/) ## Send me a copy of this list to my inbox ### Get a copy of this list with pricing info sent to your inbox so you can pick up where you left off when convenient to you. Sales teams are responsible for customer prospecting, lead scoring and nurturing, forecasting, upselling, cross-selling, and much more. They constantly interact with customers via channels such as calls, texts, and emails, and use several tools to manage these interactions. However, tracking every single customer interaction or touch point isn't an easy job. A sales engagement platform consolidates customer communication across channels and tools—from call logs to social media—to help sales teams track complete buyer-seller interactions using a single, centralized platform. It also automates sales workflows and processes to help save time and ensure high productivity among sales professionals. To help you select a sales engagement platform that's right for your business, we've created a buyers guide that includes the necessary information you'll need. Here's what we'll cover: - [What is a sales engagement platform?](#Whatisasalesengagementplatform) - [Common features of a sales engagement platform](#Commonfeaturesofasalesengagementplatform) - [What type of buyer are you?](#Whattypeofbuyerareyou) - [Benefits of a sales engagement platform](#Benefitsofasalesengagementplatform) - [Market trend to understand](#Markettrendtounderstand) ## What is a sales engagement platform? A sales engagement platform is an integrated software suite combining features related to customer relationship management (CRM), sales enablement and acceleration, collaboration and communication, and reporting and analytics. It helps the sales team interact and engage with prospects and customers across multiple touch points, including emails, calls, text messages, and social media. The platform lets sales professionals create personalized customer content and schedule outreach activities using the same tool, saving them the trouble of having to toggle between different applications. It also automates processes such as email marketing and tracking to help save time and increase efficiency. ## Common features of a sales engagement platform Most sales engagement platforms have integrated CRM, sales management, data management, communication and collaboration, automation, and reporting capabilities. Let's discuss these in detail.

CRM capabilities

Email management

Send emails via an integrated email client, such as Outlook, or directly through the tool. Use prebuilt or customizable email templates. Some platforms offer two-way email sync that lets you record both sent and received emails through the tool. You can also access the team inbox to reply to any unresponded emails.

Email tracking

Track which emails were opened and how they performed in terms of engagement. Use these metrics to create targeted content and figure out the right time to send outreach emails. You can also send follow-up emails to the better-engaged leads, as they have a higher chance of conversion.

Sales management capabilities

Lead management

Score leads automatically to focus on the strongest ones and personalize communication to convert them. You can also use rules-based routing to ensure the leads are automatically routed to your most-qualified sales rep.

Sales call management

Manage sales calls—make and transfer calls, log call details (such as call duration and reason), record calls, and save them for future reference. You can also record a greeting message to be set as your business caller tune.

Sales campaign management

Plan and execute sales campaigns across channels, set campaign goals, create personalized content for targeted messaging, and track metrics to monitor campaign progress and performance.

Data management capabilities

Customer data management

Create dedicated customer profiles that contain complete customer information (contact details, web activity, social media profile data, previous interactions, etc.).

Communication and collaboration capabilities

Collaboration

Share, save, modify, track, and upload files (Word, Excel, PDF, etc.) via the web or mobile applications. Set file sharing permissions, and decide who gets to view, edit, delete, or share the files.

Omnichannel reach

Communicate with prospects and customers via multiple channels, including text messages, emails, web conferences, live chats, and social media platforms (such as Facebook and Instagram).

Automation capabilities

Workflow automation

Automate sales operations and workflows to save the time spent on daily repetitive tasks. You can set rules to automate customer-related tasks (such as billing and sending follow-up emails) as well as internal workflows (such as approving deal discounts and travel expenses).

Reporting and analytics capabilities

Custom reports

Generate sales reports for metrics such as conversion rate, total sales volume, revenue by sales rep, etc. You can also customize these reports and share them via emails in PDF and Excel formats.

Sales intelligence

Collect and analyze customer and prospect data from social media channels, blogs, websites, etc. to get smart insights into their needs, motivations, preferences, etc.

## What type of buyer are you? Before you start evaluating sales engagement platforms, you'll want to know which buyer category you belong to. Most buyers belong to one of the below categories. - **Small business buyers (up to 500 employees):** These buyers usually include small businesses looking to integrate their marketing and sales efforts or moving from old, disparate systems to one integrated platform. They should consider a sales engagement tool that lets them manage sales emails, track omnichannel customer interactions, and generate basic reports. Once they've established a substantial customer base, they can choose to scale their outreach efforts using advanced features such as sales intelligence, engagement analytics, and lead management. - **Midsize and large business buyers (over 500 employees):** These buyers are midsize or large enterprises with a sizable customer base. They should opt for a sales engagement tool with capabilities such as lead management, call management, sales intelligence, and advanced reporting and analytics. Since these buyers have larger teams to onboard and a growing customer base to manage, they should also look for workflow automation capabilities to help save time and improve sales productivity. ## Benefits of a sales engagement platform There are several benefits of using a sales engagement solution. Here are a few of them: - **Informed business decisions:** A sales engagement platform generates reports that offer insights into customer journeys and sales activities. These reports can be leveraged to take accurate data-driven business decisions related to the sales strategy, investment in sales and marketing efforts, etc. - **Higher customer engagement:** Customers are more likely to respond when they are contacted via their preferred communication channels or when they receive personalized offers and discounts. Sales engagement platforms offer omnichannel communication capabilities, backed by sales intelligence, to help the sales team offer positive customer experience, leading to better engagement. - **Improved collaboration:** Sales engagement software allows the sales team to collaborate on tasks, exchange notes, share files related to customer interactions and sales activities, and more. This capability ensures sales professionals work in sync and are updated in real time. - **More time-saving:** Sales teams can use the platform to automate various tasks, such as sending follow-up emails, setting billing reminders, and approving leave requests. They can also use premade content templates to draft sales emails. These capabilities help save time and allow the team to focus more on closing deals. ## Market trend to understand Here's a market trend related to sales engagement technology that you should be aware of: - **Use of machine learning (ML) and artificial intelligence (AI) for better sales engagement:** Businesses are investing in AI and ML capabilities to gather insights on customers' purchase intent and analyze their behavior across touch points (website, social media, emails, calls, etc.). These insights help segment customers for better targeting. The technology is also being used to develop algorithms for scoring leads and identifying the ones that are most likely to get converted. _Note: The application selected in this article is an example to show a feature in context and isn't intended as an endorsement or a recommendation. It has been obtained from sources believed to be reliable at the time of publication._ ### Related Sales Engagement Platform Software - [Buyer Intent Software](https://www.softwareadvice.com/buyer-intent/) - [Field Sales Software](https://www.softwareadvice.com/field-sales/) - [Inside Sales Software](https://www.softwareadvice.com/crm/inside-sales-comparison/) - [Lead Management Software](https://www.softwareadvice.com/marketing/lead-management-comparison/) - [Lead Nurturing Software](https://www.softwareadvice.com/lead-nurturing/) - [Sales Intelligence Software](https://www.softwareadvice.com/sales-intelligence/) - [Telemarketing Software](https://www.softwareadvice.com/telemarketing/)