--- 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 November 3, 2026 ## Sales Engagement Platform FAQs - How do I choose the right Sales Engagement Platform software for my business? Choosing the right sales engagement tool often starts with matching features to the team's outreach needs and making sure it can centralize channels like email and calls, which buyers our advisors talk to mention frequently. Many teams also weigh budget and company size, since small businesses in particular look for options that fit both their scale and spending limits. - What should businesses watch out for when choosing Sales Engagement Platform software? Most buyers looking at these systems in advisor calls are small businesses, so they often need to watch for tools that fit their size and budget. Deployment preferences are rarely discussed, so buyers may want to confirm which options are available before making a choice. - What is Sales Engagement Platform software and what does it do? Sales engagement platform software brings sales teams' communication channels and outreach methods together in one place. During advisor calls, buyers often describe using these systems to centralize email, calls, and other messaging, as well as to track results and view performance analytics in a single dashboard. On this page 1. Popular Comparisons 2. Buyers Guide 3. Frequently Asked Questions 4. Related Software Filter products 492 results ### Compare Products Showing 1 - 25 of 492 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. ### [Rolldog](/marketing/rolldog-complete-profile/) - Overall rating: 4.9/5 - Reviews: 33 - Starting price: $39.00/month - Free trial: Available - Free demo: Not available #### Overview Rolldog is a customer relationship management (CRM) solution, with the perks of sales enablement all rolled into one. Rolldog helps companies manage business relationships, [Read more](/marketing/rolldog-complete-profile/) #### Features ##### Best rated features - For Sales Teams/Organizations: 5/5 - Segmentation: 5/5 - Data Import/Export: 5/5 - Customizable Reports: 5/5 ##### Worst rated features - Marketing Automation: 4/5 - Workflow Management: 4/5 - Email Templates: 4/5 [See all features](/marketing/rolldog-complete-profile/#key-features) #### Pricing ##### Starter - Price: $39.00/month - Available at $35 per month, when billed annually. ##### Professional - Price: $59.00/month - Available at $50 per month, when billed annually. ##### Enterprise - Price: $79.00/month - Available at $65 per month, when billed annually. [See full pricing details](/marketing/rolldog-complete-profile/#pricing-and-plans) --- ### [LeadSquared](/crm/leadsquared-profile/) - Overall rating: 4.3/5 - Reviews: 167 - Best for: Ease of use - Free trial: Not available - Free demo: Not available #### Overview 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 [Read more](/crm/leadsquared-profile/) #### Features ##### Best rated features - Engagement Tracking: 5/5 - Multi-Channel Marketing: 5/5 - SMS Marketing: 5/5 - Sales Analytics: 5/5 ##### Worst rated features - Activity Dashboard: 1/5 - Social Media Integration: 1/5 - Reminders: 1/5 [See all features](/crm/leadsquared-profile/#key-features) --- ### [HubSpot Sales Hub](/crm/hubspot-sales-profile/) - Overall rating: 4.5/5 - Reviews: 506 - Starting price: $0.00 - Best for: Small businesses - Free trial: Available - Free demo: Available #### Overview HubSpot Sales Hub helps sales teams spend more time selling. It brings your pipeline, your deals, and the work to move them forward onto one platform, all running from the same [Read more](/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 #### Features ##### Best rated features - Automatic Call Distribution: 5/5 - Content Delivery: 5/5 - Mobile App: 5/5 - Prioritization: 5/5 ##### Worst rated features - Field Sales Management: 3/5 - Channel Management: 3/5 - Task Progress Tracking: 3/5 - Real-Time Reporting: 3.5/5 [See all features](/crm/hubspot-sales-profile/#key-features) #### Pricing ##### Free - Price: $0.00 ##### Starter - Price: $15.00/month ##### Professional - Price: $90.00/month [See full pricing details](/crm/hubspot-sales-profile/#pricing-and-plans) --- ### [Salesforce Sales Cloud](/product/2764-Salesforce/) - Overall rating: 4.4/5 - Reviews: 18,833 - Starting price: $25.00/month - Best for: Mid-size businesses - Free trial: Available - Free demo: Not available #### Overview Sales Cloud is equipped with customer relationship management (CRM) functionality that encompasses lead management, marketing automation and contact management solutions. It [Read more](/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 #### Features ##### Best rated features - Proposal Generation: 5/5 - Campaign Analytics: 5/5 - Drag & Drop: 5/5 - Job Scheduling: 5/5 [See all features](/product/2764-Salesforce/#key-features) #### Pricing ##### Starter Suite - Price: $25.00/month - For up to 5 users ##### Pro Suite - Price: $100.00/month - This plan is designed for any size team and is billed annually. ##### Enterprise - Price: $165.00/month - This plan is designed for any size team and is billed annually. [See full pricing details](/product/2764-Salesforce/#pricing-and-plans) --- ### [SPOTIO](/crm/spotio-profile/) - Overall rating: 4.3/5 - Reviews: 78 - Free trial: Not available - Free demo: Not available #### Overview 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 [Read more](/crm/spotio-profile/) #### Features ##### Best rated features - Email Templates: 5/5 - Real-Time Updates: 5/5 - For Sales Teams/Organizations: 5/5 - Content Management: 5/5 ##### Worst rated features - API: 1/5 - Sales Reports: 1/5 - Lead Nurturing: 1/5 - CRM: 1/5 [See all features](/crm/spotio-profile/#key-features) --- ### [Zoho CRM](/crm/zoho-crm-profile/) - Overall rating: 4.3/5 - Reviews: 7,008 - Starting price: $14.00/month - Best for: Enterprise businesses - Free trial: Available - Free demo: Not available #### Overview 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 [Read more](/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 #### Features ##### Best rated features - Remote Access/Control: 5/5 - Client/Property Matching: 5/5 - For Mac Devices: 5/5 - Widgets: 5/5 ##### Worst rated features - Chatbot: 2/5 - Sales Forecasting: 3/5 - Social Marketing: 3/5 [See all features](/crm/zoho-crm-profile/#key-features) #### Pricing ##### Standard - Price: $14.00/month ##### Professional - Price: $23.00/month ##### Enterprise - Price: $40.00/month [See full pricing details](/crm/zoho-crm-profile/#pricing-and-plans) --- ### [Gong](/call-center/gong-profile/) - Overall rating: 4.8/5 - Reviews: 561 - Best for: Mid-size businesses - Free trial: Not available - Free demo: Not available #### Overview Gong is a cloud-based revenue intelligence platform built for B2B go-to-market teams across technology, media, telecommunications, professional services, financial services, [Read more](/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 #### Features ##### Best rated features - Data Visualization: 5/5 - Trend Analysis: 5/5 - Sales Automation: 5/5 - Sales Trend Analysis: 5/5 ##### Worst rated features - Sales Onboarding & Training: 1/5 - Call Scripting: 3/5 - Sales Pipeline Management: 3/5 [See all features](/call-center/gong-profile/#key-features) --- ### [Veloxy](/crm/veloxy-profile/) - Overall rating: 4.8/5 - Reviews: 216 - Starting price: $25.00/month - Best for: Enterprise businesses - Free trial: Available - Free demo: Not available #### Overview 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 [Read more](/crm/veloxy-profile/) #### Features ##### Best rated features - CRM: 1/5 - Sales Pipeline Management: 1/5 - Customer Database: 1/5 - Email Management: 1/5 ##### Worst rated features - Client Management: 1/5 - Data Import/Export: 1/5 - Reporting/Analytics: 1/5 - Lead Management: 1/5 [See all features](/crm/veloxy-profile/#key-features) #### Pricing ##### Basic - Price: $25.00/month [See full pricing details](/crm/veloxy-profile/#pricing-and-plans) --- ### [Tidio](/live-chat/tidio-chat-profile/) - Overall rating: 4.7/5 - Reviews: 590 - Starting price: $0.00/month - Best for: Small businesses - Free trial: Available - Free demo: Not available #### Overview 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 [Read more](/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 #### Features ##### Best rated features - Customer Surveys: 5/5 - Activity Tracking: 5/5 - Help Desk Management: 5/5 - Interactive Content: 5/5 [See all features](/live-chat/tidio-chat-profile/#key-features) #### Pricing ##### Free - Price: $0.00/month - For solo entrepreneurs. Free forever. No credit card required. ##### Starter - Price: $24.17/month - Ideal for small businesses focused on enhancing customer satisfaction via live chat support. ##### Growth - Price: $49.17/month - Ideal for teams of all sizes prioritizing customer service as their competitive advantage. [See full pricing details](/live-chat/tidio-chat-profile/#pricing-and-plans) --- ### [SalesBlink](/crm/salesblink-profile/) - Overall rating: 4.7/5 - Reviews: 286 - Starting price: $25.00/month - Best for: Email Campaign Management - Free trial: Available - Free demo: Not available #### Overview 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, [Read more](/crm/salesblink-profile/) #### Features ##### Best rated features - Scheduling: 5/5 - Sales Pipeline Management: 5/5 - API: 4.9/5 - Email Management: 4.9/5 ##### Worst rated features - Dashboard: 2/5 [See all features](/crm/salesblink-profile/#key-features) #### Pricing ##### Scale - Price: $25.00/month - This entry-level plan is suitable for small teams or individuals just beginning their sales outreach ##### Growth - Price: $79.00/month - The Growth plan is aimed at growing businesses looking for advanced features. It offers an email ##### Business - Price: $179.00/month - This plan is tailored for large businesses and organizations with extensive sales outreach needs. It [See full pricing details](/crm/salesblink-profile/#pricing-and-plans) --- ### [Aligned](/crm/aligned-profile/) - Overall rating: 4.9/5 - Reviews: 47 - Free trial: Not available - Free demo: Not available #### Overview 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 [Read more](/crm/aligned-profile/) #### Features ##### Best rated features - Collaboration Tools: 5/5 - Project Management: 5/5 - Sales Onboarding & Training: 5/5 - Customer Segmentation: 5/5 ##### Worst rated features - Real-Time Updates: 4/5 [See all features](/crm/aligned-profile/#key-features) --- ### [Groove](/product/224461-Groove/) - Overall rating: 4.7/5 - Reviews: 146 - Starting price: $50.00/month - Best for: Value for money - Free trial: Available - Free demo: Not available #### Overview 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 [Read more](/product/224461-Groove/) #### Features ##### Best rated features - Customizable Fields: 5/5 - Alerts/Notifications: 5/5 - Collaboration Tools: 5/5 - Access Controls/Permissions: 5/5 ##### Worst rated features - Business Process Automation: 3.5/5 - Call Recording: 3.7/5 [See all features](/product/224461-Groove/#key-features) #### Pricing ##### Basic - Price: $50.00/month [See full pricing details](/product/224461-Groove/#pricing-and-plans) --- ### [Close](/crm/close-io-profile/) - Overall rating: 4.7/5 - Reviews: 164 - Starting price: $9.00/month - Best for: Ease of use - Free trial: Available - Free demo: Not available #### Overview 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. [Read more](/crm/close-io-profile/) #### Features ##### Best rated features - Workflow Automation: 5/5 - Customizable Templates: 5/5 - Call Recording: 5/5 - Third-Party Integrations: 5/5 ##### Worst rated features - Real-Time Notifications: 1/5 - Data Import/Export: 1/5 - Customer Database: 3/5 - Drip Campaigns: 3/5 [See all features](/crm/close-io-profile/#key-features) #### Pricing ##### Solo - Price: $9.00/month - Solo is perfect for individuals organizing leads, managing pipelines, and keeping communication in ##### Essentials - Price: $35.00/month - A great plan for small teams. ##### Growth - Price: $99.00/month - Automation to help your team move faster. [See full pricing details](/crm/close-io-profile/#pricing-and-plans) --- ### [Readymode](/product/171343-Readymode/) - Overall rating: 4.6/5 - Reviews: 145 - Starting price: $239.00/month - Best for: Call Recording - Free trial: Not available - Free demo: Not available #### Overview 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 [Read more](/product/171343-Readymode/) #### Features ##### Best rated features - Computer Telephony Integration: 5/5 - Answering Machine Detection: 5/5 - Voice Mail: 5/5 - Call Scripting: 5/5 ##### Worst rated features - CRM: 1/5 [See all features](/product/171343-Readymode/#key-features) --- ### [Outplay](/crm/outplay-profile/) - Overall rating: 4.7/5 - Reviews: 75 - Starting price: $99.00/month - Free trial: Available - Free demo: Not available #### Overview 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 [Read more](/crm/outplay-profile/) #### Features ##### Best rated features - Sales Onboarding & Training: 5/5 - Segmentation: 5/5 - Activity Tracking: 5/5 - Sales Activity Management: 5/5 ##### Worst rated features - Email Templates: 3.7/5 - Call Recording: 4/5 [See all features](/crm/outplay-profile/#key-features) #### Pricing ##### Startup - Price: Custom - Pricing available upon request ##### Growth - Price: $99.00/month - 14-day free trial. ##### Pro - Price: $120.00/month - 14-day free trial. [See full pricing details](/crm/outplay-profile/#pricing-and-plans) --- ### [Zipteams](/voip/zipteams-profile/) - Overall rating: 4.7/5 - Reviews: 73 - Free trial: Not available - Free demo: Not available #### Overview 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 [Read more](/voip/zipteams-profile/) #### Features ##### Best rated features - Lead Assignment: 5/5 - Real-Time Reporting: 5/5 - Lead Capture: 5/5 - Meeting Notes: 5/5 [See all features](/voip/zipteams-profile/#key-features) --- ### [Zixflow](/crm/sales-simplify-profile/) - Overall rating: 4.6/5 - Reviews: 80 - Starting price: $39.00/year - Free trial: Available - Free demo: Not available #### Overview 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 [Read more](/crm/sales-simplify-profile/) #### Features ##### Best rated features - Communication Management: 5/5 - For Sales Teams/Organizations: 4.9/5 - Reporting & Statistics: 4.8/5 - CRM: 4.8/5 ##### Worst rated features - Engagement Tracking: 4/5 - Email Templates: 4/5 [See all features](/crm/sales-simplify-profile/#key-features) #### Pricing ##### Marketing Stack - Price: $39.00/year ##### Business Stack - Price: $69.00/year [See full pricing details](/crm/sales-simplify-profile/#pricing-and-plans) --- ### [servis.ai](/product/113880-FreeAgent-Network/) - Overall rating: 4.6/5 - Reviews: 71 - Starting price: $75.00/month - Free trial: Not available - Free demo: Not available #### Overview 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 [Read more](/product/113880-FreeAgent-Network/) #### Features ##### Best rated features - Pipeline Management: 5/5 - Customer Segmentation: 5/5 - Third-Party Integrations: 5/5 - Dashboard: 5/5 ##### Worst rated features - Campaign Management: 3/5 - Marketing Automation: 3/5 [See all features](/product/113880-FreeAgent-Network/#key-features) --- ### [Mixmax](/crm/mixmax-profile/) - Overall rating: 4.6/5 - Reviews: 236 - Starting price: $65.00/month - Best for: Value for money - Free trial: Available - Free demo: Not available #### Overview 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 [Read more](/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 #### Features ##### Best rated features - Task Management: 5/5 - For Sales Teams/Organizations: 5/5 - Calendar Management: 5/5 - Location Tracking: 5/5 [See all features](/crm/mixmax-profile/#key-features) #### Pricing ##### Enterprise - Price: Custom - Pricing available upon request - Enterprise controls & custom setup for larger teams ##### Growth + CRM - Price: $89.00/month - Boost productivity with unlimited tracking, reminders, templates, and scheduling ##### Growth - Price: $65.00/month - Sales automation for growing revenue teams built into Gmail. Mixmax saves time for account [See full pricing details](/crm/mixmax-profile/#pricing-and-plans) --- ### [Whatfix](/hr/whatfix-profile/) - Overall rating: 4.6/5 - Reviews: 77 - Free trial: Not available - Free demo: Not available #### Overview 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 [Read more](/hr/whatfix-profile/) #### Features ##### Best rated features - Learning Paths/Tracks: 5/5 - Employee Onboarding: 5/5 - Data Quality Control: 5/5 - Launch Management: 5/5 [See all features](/hr/whatfix-profile/#key-features) --- ### [ActiveCampaign](/crm/activecampaign-profile/) - Overall rating: 4.6/5 - Reviews: 2,574 - Starting price: $15.00/month - Best for: Customer support - Free trial: Available - Free demo: Not available #### Overview ActiveCampaign is a cloud-based marketing and sales automation platform serving small to mid-sized businesses through enterprise organizations across ecommerce, retail, education, [Read more](/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 #### Features ##### Best rated features - SMS Marketing: 5/5 - Real-Time Data: 5/5 - Batch Processing: 5/5 - Role-Based Permissions: 5/5 ##### Worst rated features - AI Text Generation: 2/5 - Real-Time Notifications: 3/5 [See all features](/crm/activecampaign-profile/#key-features) #### Pricing ##### Starter - Price: $15.00/month - Get started with personalized marketing campaigns. For up to 25,000 contacts. ##### Plus - Price: $49.00/month - Go further with automation and powerful customer insights. ##### Pro - Price: $79.00/month - Unlock full omnichannel marketing automation. [See full pricing details](/crm/activecampaign-profile/#pricing-and-plans) --- ### [SalesExec](/crm/salesexec-profile/) - Overall rating: 4.7/5 - Reviews: 24 - Starting price: $55.00/month - Free trial: Available - Free demo: Not available #### Overview 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, [Read more](/crm/salesexec-profile/) #### Features ##### Best rated features - Contact Management: 5/5 - Lead Management: 5/5 - Workflow Management: 5/5 - Calendar/Reminder System: 5/5 [See all features](/crm/salesexec-profile/#key-features) #### Pricing ##### Basic - Price: $55.00/month - $55 price per user for basic plan users. Discounts applied for more than 5 users. [See full pricing details](/crm/salesexec-profile/#pricing-and-plans) --- ### [Vanillasoft](/crm/vanilla-soft-profile/) - Overall rating: 4.6/5 - Reviews: 233 - Best for: Features - Free trial: Not available - Free demo: Not available #### Overview 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 [Read more](/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 #### Features ##### Best rated features - Template Management: 5/5 - Call Recording: 5/5 - Lead Distribution: 5/5 - Activity Dashboard: 5/5 [See all features](/crm/vanilla-soft-profile/#key-features) --- ### [Skylead](/crm/skylead-profile/) - Overall rating: 4.8/5 - Reviews: 17 - Starting price: $100.00/month - Free trial: Available - Free demo: Not available #### Overview 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 [Read more](/crm/skylead-profile/) #### Features ##### Best rated features - Search/Filter: 5/5 - Campaign Analytics: 5/5 - Email Management: 5/5 - Chat/Messaging: 5/5 ##### Worst rated features - Lead Qualification: 2.5/5 - Contact Database: 3.7/5 - Lead Nurturing: 3.8/5 - Lead Generation: 4/5 [See all features](/crm/skylead-profile/#key-features) #### Pricing ##### All-in-one - Price: $100.00/month ##### White label - Price: Custom - Pricing available upon request ##### Annual - Price: Custom - Pricing available upon request - For sales teams & agencies with a steady seat count [See full pricing details](/crm/skylead-profile/#pricing-and-plans) --- ### [Recur](/crm/recur-profile/) - Overall rating: 4.9/5 - Reviews: 11 - Starting price: $100.00/month - Free trial: Available - Free demo: Not available #### Overview Meet Recur: Non-Profit Membership Management, Finally Made Simple. Running a non-profit membership association is deeply rewarding, but wrestling with clunky, decades-old software [Read more](/crm/recur-profile/) #### Features ##### Best rated features - Dynamic Pricing: 5/5 - Alerts/Notifications: 5/5 - Member Accounts: 5/5 - Electronic Payments: 5/5 ##### Worst rated features - Recurring/Subscription Billing: 4/5 - Volunteer Management: 4/5 [See all features](/crm/recur-profile/#key-features) #### Pricing ##### Monthly - Price: $100.00/month - 30 day free trial 1,000 contacts Unlimited administrative users Unlimited emails Event ##### Yearly - Price: $1,100.00/year - 30 day free trial 1,000 contacts Unlimited administrative users Unlimited emails Event [See full pricing details](/crm/recur-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) ... [20](https://www.softwareadvice.com/crm/sales-engagement-comparison/?__ai_markdown=true&page=20) ## 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/)[ ActiveCampaign vs Pipedrive ](https://www.softwareadvice.com/crm/activecampaign-profile/vs/pipedrive/)[ 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/)[ Salesloft vs Gong ](https://www.softwareadvice.com/compare/75783-gong/vs/169741-Salesloft/) ## 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. | Feature | Description | | --- | --- | | 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/)