--- 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/sales-engagement/" page_type: "category" 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 September 18, 2026 On this page 1. Popular Comparisons 2. Buyers Guide 3. Related Software Filter products 341 results ### Compare Products Showing 1 - 25 of 341 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 [(18808)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Best for:Mid-size businesses ### Pricing availability Free trial: 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 Free trial: 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: 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 Free trial: 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: Rolldog [Rolldog](https://www.softwareadvice.com/marketing/rolldog-complete-profile/) 4.91 [(33)](https://www.softwareadvice.com/marketing/rolldog-complete-profile/reviews/) ### Pricing availability Free trial: 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: Zoho CRM [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) 4.31 [(6996)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) Best for:Enterprise businesses ### Pricing availability Free trial: Available Free version: Not 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 For Mac Devices 5.0 eCommerce Management 5.0 ### Worst rated features: Chatbot 2.0 Social Marketing 3.0 Sales Forecasting 3.0 [See all features](https://www.softwareadvice.com/crm/zoho-crm-profile/#key-features) ### Free Custom Pricing available upon request Up to 3 Users ### Standard $14.00/month ### Professional $23.00/month [See full pricing details](https://www.softwareadvice.com/crm/zoho-crm-profile/#pricing-and-plans) ### Product: Zipteams [Zipteams](https://www.softwareadvice.com/voip/zipteams-profile/) 4.70 [(73)](https://www.softwareadvice.com/voip/zipteams-profile/reviews/) ### Pricing availability Free trial: 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: SPOTIO [SPOTIO](https://www.softwareadvice.com/crm/spotio-profile/) 4.31 [(78)](https://www.softwareadvice.com/crm/spotio-profile/reviews/) ### Pricing availability Free trial: 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: 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 Free trial: 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: 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 Free trial: 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: 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 Free trial: 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: Aligned [Aligned](https://www.softwareadvice.com/crm/aligned-profile/) 4.94 [(47)](https://www.softwareadvice.com/crm/aligned-profile/reviews/) ### Pricing availability Free trial: 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: SalesBlink [SalesBlink](https://www.softwareadvice.com/crm/salesblink-profile/) 4.67 [(280)](https://www.softwareadvice.com/crm/salesblink-profile/reviews/) Best for:Email Campaign Management ### Pricing availability Free trial: 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 ### Worst rated features: Prospecting Tools 4.0 [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 Free trial: 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: Outplay [Outplay](https://www.softwareadvice.com/crm/outplay-profile/) 4.72 [(75)](https://www.softwareadvice.com/crm/outplay-profile/reviews/) ### Pricing availability Free trial: 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: 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 Free trial: 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 Free trial: 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: Call Recording 5.0 Lead Notifications 5.0 Customizable Templates 5.0 Third-Party Integrations 5.0 ### Worst rated features: Data Import/Export 1.0 Real-Time Notifications 1.0 [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: Recur [Recur](https://www.softwareadvice.com/crm/recur-profile/) 4.91 [(11)](https://www.softwareadvice.com/crm/recur-profile/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary 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 is not. Most association management systems (AMS) were built for enterprise corporations with dedicated IT departments. They are over-engineered, frustrating to navigate, and incredibly expensive. Recur is different. We completely threw out the old playbook to build a modern, all-in-one membership platform designed for the real world. Recur brings your organization’s website, email marketing, event planning, payment processing, and membership database into one seamless, beautiful dashboard. Best of all? It is built specifically so that busy volunteers and part-time staff can effortlessly run your entire organization without needing a tech degree, all while being the most affordable system on the market. Why Associations are Switching to Recur: If your association is currently trapped using legacy systems like Wild Apricot, YourMembership, or StarChapter, you know how painful data silos and outdated interfaces can be. Recur replaces the headache of corporate bloat with modern simplicity. Actually Simple & Easy to Use: You shouldn't have to train your board members for weeks just to send an email or export a member list. Recur features an intuitive, user-friendly interface that anyone can master in minutes. Built for Volunteers & Part-Time Teams: We know your team is juggling a million tasks. Recur automates the heavy lifting—like renewal reminders and payment processing—so your team can focus on community, not administrative busywork. Unbeatable Affordability: Non-profits shouldn't have to break the bank to get premium tools. Recur offers enterprise-level power at a fraction of the cost of older competitors, keeping more money in your mission. An All-In-One Ecosystem: Stop paying for five different subscriptions. Recur consolidates your website builder, member directory, email blast system, event ticketing, and payment gateway into a single login. Core Features at a Glance Highly Engaging Websites (No Code Required): Build and manage a stunning, modern website that actually attracts and retains members. Our drag-and-drop builder allows absolutely anyone to update pages, post announcements, and upload resources without touching a single line of code. Automated Membership Management: Seamlessly handle member sign-ups, renewals, upgrades, and digital directories. Automate your renewal workflows so subscriptions never lapse quietly. Effortless Event Planning & Ticketing: Launch upcoming events, manage RSVPs, and sell tickets directly through your website. Whether it's a monthly luncheon or an annual conference, managing attendees is entirely stress-free. Built-In Email & Communication: Keep your community connected. Send beautifully branded newsletters, automated event reminders, and targeted updates to specific member tiers directly from the platform. Secure, Centralized Payments: Instantly accept membership dues, event fees, and donations. Recur tracks every transaction, giving you a clean financial paper trail without the spreadsheet chaos. Real-Time Analytics Dashboard: Get an instant pulse on your organization. Your dashboard gives you quick visual insights into your total member count, engagement metrics, and revenue trends. Who is Recur For? Recur is the perfect fit for local, regional, and national non-profit associations, trade groups, professional societies, chambers of commerce, and clubs that want to scale their impact without scaling their operational complexity. If your organization relies on passionate volunteers, part-time staff, or a small, agile team, Recur was built exactly for you. Ditch the clunky software of the past. Turn your administrative headaches into a breeze, delight your members, and discover how simple association management can truly be. Learn more and get started at getrecur.com.... [Read more](https://www.softwareadvice.com/crm/recur-profile/) ### Best rated features: Dynamic Pricing 5.0 Alerts/Notifications 5.0 Member Accounts 5.0 Electronic Payments 5.0 ### Worst rated features: Recurring/Subscription Billing 4.0 Volunteer Management 4.0 [See all features](https://www.softwareadvice.com/crm/recur-profile/#key-features) ### Monthly $100.00/month 30 day free trial 1,000 contacts Unlimited administrative users Unlimited emails Event management Member information management Member portal Web integration Review surveys AI-based tools Reporting... [Read more](https://www.softwareadvice.com/crm/recur-profile/#pricing-and-plans) ### Yearly $1,100.00/year 30 day free trial 1,000 contacts Unlimited administrative users Unlimited emails Event management Member information management Member portal Web integration Review surveys AI-based tools Reporting... [Read more](https://www.softwareadvice.com/crm/recur-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/crm/recur-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 Free trial: 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 Free trial: 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: Skylead [Skylead](https://www.softwareadvice.com/crm/skylead-profile/) 4.76 [(17)](https://www.softwareadvice.com/crm/skylead-profile/) ### Pricing availability Free trial: 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) ### Product: Apex Loyalty [Apex Loyalty](https://www.softwareadvice.com/crm/apex-loyalty-profile/) 5.0 [(6)](https://www.softwareadvice.com/crm/apex-loyalty-profile/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Apex Loyalty is a loyalty and engagement management software based on the Salesforce platform, which helps businesses connect with partners, distributors and retailers to manage sales. The cloud-based solution enables organizations to define custom sales targets and incentives for customers and run marketing campaigns. Features of Apex Loyalty include rewards management, gamification, customer segmentation, a drag-and-drop interface, analytics and more. The application allows employees to capture and store customer contact details in a centralized repository. Additionally, it comes with a reporting module, which lets supervisors generate custom reports and gain insights into customer’s behaviour and market trends. Apex Loyalty supports integration with various channel management and customer relationship management (CRM) systems. Pricing is available on request and support is extended via phone, email, documentation and other online measures.... [Read more](https://www.softwareadvice.com/crm/apex-loyalty-profile/) ### Best rated features: Communication Management 5.0 Rewards Management 5.0 Mobile Access 5.0 Loyalty Program 5.0 ### Worst rated features: Online Ordering 4.0 [See all features](https://www.softwareadvice.com/crm/apex-loyalty-profile/#key-features) ### 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 Free trial: 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: Salesken [Salesken](https://www.softwareadvice.com/crm/salesken-profile/) 4.68 [(22)](https://www.softwareadvice.com/crm/salesken-profile/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Salesken is a cloud-based AI sales platform built for sales teams at small, mid-size, and large enterprises across industries such as finance, education, real estate, and technology. The platform analyzes sales conversations in real time, giving sales representatives live cues and suggestions during calls to help them respond more effectively to customer needs. Salesken also provides managers with detailed performance insights, helping teams identify coaching opportunities and track progress over time. Additional features include call scoring, conversation analytics, and pipeline visibility, which help sales leaders make informed decisions about team performance and deal outcomes. The software integrates with popular CRM tools and communication platforms, fitting into existing sales workflows without requiring major changes. Salesken is deployed via the cloud, so no on-premises installation is needed. Support is available through email, phone, and a knowledge base, giving users multiple ways to get help when needed.... [Read more](https://www.softwareadvice.com/crm/salesken-profile/) ### Best rated features: Performance Metrics 5.0 Assessment Management 5.0 Archiving & Retention 5.0 Feedback Management 5.0 ### Worst rated features: Auto-Dialer 4.0 [See all features](https://www.softwareadvice.com/crm/salesken-profile/#key-features) ### Basic $99.00/month [See full pricing details](https://www.softwareadvice.com/crm/salesken-profile/#pricing-and-plans) ### Product: Saleoid [Saleoid](https://www.softwareadvice.com/form-builder/equp-profile/) 4.60 [(10)](https://www.softwareadvice.com/form-builder/equp-profile/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Saleoid was built to bridge a gap we kept seeing in the market. Most teams are forced to choose between a lightweight CRM that cannot run their full workflow, or an expensive all-in-one suite that is bloated, complex, and priced like an enterprise tool. Growing businesses need something simpler: one connected system that keeps every customer interaction, document, message, invoice, and campaign tied to the same record. That is where Saleoid fits in. It is designed as a true all-in-one platform that connects the entire revenue journey from generating leads to managing relationships, closing deals, running marketing, and getting paid. Instead of scattered files across computers, email threads, online drives, and WhatsApp chats, Saleoid keeps documents organized under each client so your team always knows what is missing and what comes next. You can request documents over email and automate reminders to reduce back-and-forth and delays. Pain points Saleoid solves \* Tool overload and messy handoffs: Sales, marketing, billing, and documents often live in separate tools. Saleoid unifies them so data is not duplicated and teams do not chase updates. \* CRMs that do not scale with real workflows: Many CRMs stop at contact and pipeline tracking. Saleoid supports automation, add-on apps, and a broader operating layer that grows with your process. \* Pricing that punishes growth: Per-seat pricing and hidden add-ons can make suites expensive fast. Saleoid starts at just $5/month on a 2-year plan and stays modular so you add apps only when needed. \* Low email deliverability: Saleoid supports one-time contact validation (via credits) when adding contacts for marketing emails, helping keep lists cleaner and deliverability stronger. \* Multi-company management headaches: Agencies and multi-brand teams often need multiple accounts. Saleoid supports managing multiple companies under one subscription. How teams use Saleoid today Customers often start by centralizing contacts, deals, and documents, then layer in workflows like lead capture forms, follow-up automation, marketing campaigns, and billing without migrating to a completely different system later. Since Saleoid supports both Custom Plans and Bundled Plans, teams can begin lean and switch plans as their needs evolve. Every plan includes a 15-day risk-free trial, and 1:1 onboarding and support is available with applicable plans or as a one-time add-on. If you want the Best CRM Software experience without the usual complexity and cost, Saleoid is built to be that connected system.... [Read more](https://www.softwareadvice.com/form-builder/equp-profile/) ### Best rated features: Invoice Creation 5.0 Invoice History 5.0 SMS Messaging 5.0 Registration Management 5.0 ### Worst rated features: MMS 3.0 Message Personalization 3.5 Customizable Forms 4.0 Forms Creation & Design 4.0 [See all features](https://www.softwareadvice.com/form-builder/equp-profile/#key-features) ### Customize Your CRM $5.00/month Customize Your CRM with Saleoid by picking only what your business needs. Start with the Sales CRM foundation from $5/month on a 2-year plan (also available yearly or monthly) and get a 15-day risk free trial. Your base includes 2,500 contacts and companies, 1 user, 3 accounts, 5 automations, 5 custom fields, and 3 months of activity tracking. You also get a 360 degree customer view, client portal, email sync, lead scoring, custom dashboards, advanced filters, document management, roles and permissions, tasks, notes, segmentation, notifications, plus email verifier, tracking, and scheduling. Add more apps any time for landing pages, forms, appointments, email marketing, invoicing, payments, quotes, subscriptions, and more.... [Read more](https://www.softwareadvice.com/form-builder/equp-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/form-builder/equp-profile/#pricing-and-plans) ### Product: Klenty [Klenty](https://www.softwareadvice.com/crm/klenty-profile/) 4.59 [(44)](https://www.softwareadvice.com/crm/klenty-profile/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Klenty is a sales engagement platform designed to help businesses automate processes related to email marketing, lead management, drip campaigns, cadence tasks and prospect activity tracking. Key features include event-triggered email, customizable fields, template management, image library, email campaign management, domain blacklisting, admin controls and CRM plugin. Sales teams using Klenty can upload contact details, send personalized emails and follow-ups whilst automatically detecting bounces, replies and out of office messages. The solution allows users to detect prospect duplication and collision to prevent multiple reps from communicating with the same prospect simultaneously. The dashboard lets organizations view prospect status, identify prospects which are in cadence, sort prospects based on various filters, such as bounced, replied, completed cadence, unsubscribed and more and pause or stop a cadence according to individual requirements. Klenty facilitates integration with several third-party applications, including Salesforce CRM, Pipedrive CRM, Freshsales, Hubspot and Zoho, to import or export prospect details, set up triggers to create tasks and sync emails. Reps can also communicate with prospects via calls by purchasing local numbers, automatically logging calls or adding notes. It is priced on a monthly subscription basis and the plans vary according to the number of features offered by the solution. The vendor offers support via documentation, FAQs and online helpdesk.... [Read more](https://www.softwareadvice.com/crm/klenty-profile/) ### Best rated features: A/B Testing 5.0 Event Triggered Actions 5.0 Reporting/Analytics 4.7 Data Import/Export 4.7 ### Worst rated features: Template Management 1.0 Auto-Dialer 3.0 CAN-SPAM Compliance 3.5 Autoresponders 4.0 [See all features](https://www.softwareadvice.com/crm/klenty-profile/#key-features) ### Startup $55.00/month The plan includes a free 14-day trial. ### Growth $85.00/month The plan includes a free 14-day trial. ### Enterprise $145.00/month The plan includes a free 14-day trial. [See full pricing details](https://www.softwareadvice.com/crm/klenty-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) ... [14](https://www.softwareadvice.com/crm/sales-engagement-comparison/?__ai_markdown=true&page=14) ## 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/)[ Slack vs Tidio ](https://www.softwareadvice.com/remote-support/slack-profile/vs/tidio-chat/)[ Dripify vs Seamless ](https://www.softwareadvice.com/crm/dripify-profile/vs/seamless-ai/) ## 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/)