--- 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 July 24, 2026 On this page 1. Popular Comparisons 2. Buyers Guide 3. Related Software Filter products 195 results ### Compare Products Showing 1 - 25 of 195 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: 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: 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 Using our conversational intelligence analytics combined with smart meeting rooms, Zipteams helps sales teams make smarter decisions and complete transactions quickly. Real-time support nudges and allows managers to effortlessly teach and onboard new reps with relative ease.... [Read more](https://www.softwareadvice.com/voip/zipteams-profile/) ### Best rated features: Lead Assignment 5.0 Real-Time Reporting 5.0 Lead Capture 5.0 Meeting Notes 5.0 [See all features](https://www.softwareadvice.com/voip/zipteams-profile/#key-features) ### Product: Gong.io [Gong.io](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 an AI-based revenue intelligence platform that helps businesses centralize revenue workflows in a unified platform. The platform caters to a wide range of industries, empowering sales, customer success, marketing, and revenue operations teams to drive productivity, predictability, and pipeline growth. Gong's key features include AI-powered engagement and forecasting capabilities. Gong Engage let stakeholders use AI to inform the engagement strategy and eliminate redundant tasks and ineffective outreach. Gong Forecast powers the revenue operating rhythm with more customer data, enabling organizations to drive forecast accuracy and organization-wide actionability. The platform also enables teams to simplify data management and provides comprehensive customer insights through the Gong Data Engine, which automates data capture, mapping, and protection across the revenue lifecycle. Gong's AI capabilities map insights to the specific business context, informing critical decisions.... [Read more](https://www.softwareadvice.com/call-center/gong-profile/) ### What users love - In-depth call review capabilities - Driving measurable sales outcomes - Detailed conversation analytics tools ### To take in mind - Transcription accuracy and delays - 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: 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: 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: SalesBlink [SalesBlink](https://www.softwareadvice.com/crm/salesblink-profile/) 4.67 [(271)](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: Scheduling 5.0 Sales Pipeline Management 5.0 API 4.9 Email Management 4.8 ### 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: Groove [Groove](https://www.softwareadvice.com/product/224461-Groove/) 4.68 [(146)](https://www.softwareadvice.com/product/224461-Groove/reviews/) Best for:Value for money ### 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:Ease of use ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Close is a conversation-first CRM (customer relationship management) solution built for founders and small, scaling sales teams to manage every conversation in one place — so they can move faster and close more deals. With built-in calling, email, SMS, automation, and AI, Close eliminates tool sprawl and manual logging so teams can focus on selling, not admin. Close embeds calling, email, and SMS natively inside the platform. Every conversation is automatically logged, searchable, and connected to the contact record it belongs to, so sales teams can increase their follow-up discipline without juggling tools or letting leads slip through the cracks. Core capabilities include: - Built-in calling with Power Dialer and Predictive Dialer so reps reach more leads without manual dialing - Inbox for managing two-way email conversations with open and click tracking - Smart Views for dynamically filtered lead lists based on activity, status, or custom criteria - Pipeline management with Opportunities and deal tracking across stages - Workflow Automation for multi-step follow-up sequences across calls, email, and SMS — without technical setup - Web Forms for capturing and routing inbound leads directly into the CRM - Call coaching tools including listen, whisper, and barge Close automates the sales activities that happen between conversations: - Notetaker joins calls and meetings to record, transcribe, and summarize every conversation - AI Drafts writes follow-up emails after each call - AI Summaries give reps instant context on any lead - AI Enrich pulls live company and contact data from public sources - A native MCP server lets your team use Close data directly inside ChatGPT, Claude, Cursor, n8n, and VSCode These features are part of Chloe, Close's built-in AI sales assistant — with expanded capabilities, including AI voice, coming in Spring 2026. Close is used by small to mid-sized sales teams (typically 1 to 100 reps) in SaaS, fintech, real estate, insurance, recruiting, staffing, and professional services — particularly by founders and sales managers running relationship-driven sales at companies that prioritize speed and follow-up discipline. Plans start at $9/user/month with built-in calling, email, and SMS included. Plans scale as your team grows: Solo ($9), Essentials ($35), Growth ($99), and Scale ($139). Custom pricing available for teams of 10+. No contracts required. 14-day free trial — no credit card, no obligation.... [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/) 5.0 [(10)](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: Event Management 5.0 Dynamic Pricing 5.0 Member Accounts 5.0 Electronic Payments 5.0 ### Worst rated features: Recurring/Subscription Billing 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 Tailored for sales reps, SDRs, marketers, recruiters, agency owners, and founders, 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: LinkedIn automation - to incorporate automated LinkedIn actions and maximize potential touchpoints with leads. Email automation - to connect an unlimited number of email accounts and send tens of thousands of emails per month without damaging your domain. Email warm-up - Warm up an infinite number of email accounts for free and prepare them for better deliverability and improve sender reputation. 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. Email finder & verifier - to discover your leads’ double-verified business emails and send messages that land in their main inbox. Smart inbox - to never miss your lead’s response, to handle all conversations from one place, and organize your conversations with labels. Image & GIF personalization - to create unique visual elements in messages and get more replies faster. Reports - to make data-driven decisions and optimize your campaigns for better outreach results. 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. 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 sales enablement platform that helps businesses leverage artificial intelligence (AI) technology to generate leads and streamline communication with clients through various channels such as calls, emails, chats and web conferences. Professionals can monitor the entire sales pipeline and determine customers' intent to qualify leads. Salesken comes with a dashboard, which enables administrators to monitor sales executives' performance and provide targeted feedback accordingly. Managers can track the entire sales pipeline and maintain a call disposition log to record client interactions. Additionally, it lets businesses transcribe calls, schedule follow-ups and identify prospects' contextual cues. Salesken provides mobile applications for iOS and Android devices, which allow organizations to interact with clients using an in-app dialer. Pricing is available on request and support is extended via an inquiry form.... [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 Event Scheduling 5.0 Registration Management 5.0 ### Worst rated features: Message Personalization 3.5 Customizable Forms 4.0 Forms Creation & Design 4.0 Email Marketing 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) ### Product: Mixmax [Mixmax](https://www.softwareadvice.com/crm/mixmax-profile/) 4.58 [(236)](https://www.softwareadvice.com/crm/mixmax-profile/reviews/) Best for:Small businesses ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Mixmax is a sales engagement platform that helps businesses track emails, engage with customers and conduct surveys via a unified platform. It enables sales representatives to convert prospects into customers, send personalized emails to clients, automate workflows and enhance customer experience activities. It allows managers to track the performance of sales executives, analyze market trends and generate custom reports. Features of Mixmax include GDPR compliance, data encryption, productivity tracking, data synchronization and more. Additionally, the application lets professionals capture and store customer data in a centralized repository. Mixmax facilitates integration with various third-party platforms such as Salesforce, Google Calendar, Dropbox, Box, Github, Twitter and more. Pricing is available on a monthly or annual subscription and support is extended via phone, email, documentation and other online measures.... [Read more](https://www.softwareadvice.com/crm/mixmax-profile/) ### What users love - Comprehensive feature-rich platform - User-friendly and intuitive interface - Detailed email engagement insights ### To take in mind - Email workflow and reliability issues ### Best rated features: Task Management 5.0 For Sales Teams/Organizations 5.0 Calendar Management 5.0 Location Tracking 5.0 [See all features](https://www.softwareadvice.com/crm/mixmax-profile/#key-features) ### Enterprise Custom Pricing available upon request Enterprise controls & custom setup for larger teams ### Growth + CRM $89.00/month Boost productivity with unlimited tracking, reminders, templates, and scheduling ### Growth $65.00/month Sales automation for growing revenue teams built into Gmail. Mixmax saves time for account executives, customer success, and SDR teams by automating repetitive tasks and increasing efficiency.... [Read more](https://www.softwareadvice.com/crm/mixmax-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/crm/mixmax-profile/#pricing-and-plans) ### Product: Reply [Reply](https://www.softwareadvice.com/crm/reply-profile/) 4.57 [(95)](https://www.softwareadvice.com/crm/reply-profile/reviews/) ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Reply.io helps sales teams book more meetings with less effort using AI-powered, multichannel outreach. It’s a sales engagement platform built to help reps and agencies connect with the right prospects, start conversations at scale, and book more meetings — all without the manual work. Use AI to find leads, write emails, follow up across channels, and even chat with website visitors, automatically. Perfect for growing sales teams, agencies, and anyone tired of chasing cold leads. Key features: - AI SDR that works for you; - Built-in B2B database; - Multichannel outreach; - Findy Chrome Extension; - AI-powered personalization; - Email Deliverability Suite. What makes Reply different: - Your own AI SDR that doesn’t just automate, It actually learns your product and adapts your outreach. - Whitelabel available. Perfect for agencies that want to offer a branded solution. - Agency Growth Hub. Purpose-built tools for lead gen agencies: dashboard, API, client management, bulk actions. Who it’s for: - Sales teams looking to scale outreach without hiring more reps. - Agencies offering lead generation and outreach services to clients. - Founders or solo sellers who need more conversations, faster. - Businesses with multilingual audiences who need global outreach. Benefits of using Reply: - Save hours every week → Automate the repetitive stuff so your team can focus on selling, not chasing. - Reach more prospects, faster → Multichannel touchpoints and AI sequences help you scale outreach without losing the personal touch. - Book more qualified meetings → Let AI handle the heavy lifting (from prospecting to scheduling), so your calendar fills itself. - Stay out of spam → Built-in email tools keep your sender score healthy and your messages in inboxes. - Grow without growing your team → Get the power of a full sales team with fewer resources. Loved by 3,000+ teams worldwide & G2 Top 50 Sales Product of 2024!... [Read more](https://www.softwareadvice.com/crm/reply-profile/) ### Best rated features: Alerts/Notifications 5.0 Collaboration Tools 5.0 Sales Pipeline Management 5.0 CRM 5.0 ### Worst rated features: Email Marketing 2.0 Email Templates 2.0 Sales Reports 2.0 Campaign Management 3.0 [See all features](https://www.softwareadvice.com/crm/reply-profile/#key-features) ### Email Volume $49.00/month For scaling outreach ### Multichannel $89.00/month For all-in-one prospecting ### Agency Custom Pricing available upon request For outreach on behalf of clients [See full pricing details](https://www.softwareadvice.com/crm/reply-profile/#pricing-and-plans) ### Product: Vanillasoft [Vanillasoft](https://www.softwareadvice.com/crm/vanilla-soft-profile/) 4.59 [(233)](https://www.softwareadvice.com/crm/vanilla-soft-profile/reviews/) Best for:Small businesses ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary VanillaSoft is a cloud-based sales management solution that combines features for CRM, lead management and telemarketing which helps sales teams in businesses manage their daily operations. VanillaSoft is a lead optimization platform built for fast-response sales teams. VanillaSoft’s real-time workflow helps sales teams work smarter by making sure every lead gets the best chance to convert. It automatically prioritizes the warmest records, so agents don’t waste time figuring out who to contact next. It simplifies the agent’s activities, letting them focus on conversations instead of juggling data. Plus, it ensures calls, emails, and texts are sent in the right order, with the right message, and with the best chance of getting through—avoiding spam filters and blocked calls. These three pillars of VanillaSoft’s all-in-one system ensure sales teams are effective, efficient, and always reaching their leads.... [Read more](https://www.softwareadvice.com/crm/vanilla-soft-profile/) ### What users love - User-friendly and intuitive interface - Efficient lead tracking workflow - Responsive and helpful support team ### To take in mind - Occasional lag and slowdowns ### Best rated features: Template Management 5.0 Call Recording 5.0 Lead Distribution 5.0 Activity Dashboard 5.0 [See all features](https://www.softwareadvice.com/crm/vanilla-soft-profile/#key-features) ### Product: Revenue Grid [Revenue Grid](https://www.softwareadvice.com/sales-intelligence/revenue-grid-profile/) 3.57 [(7)](https://www.softwareadvice.com/sales-intelligence/revenue-grid-profile/) ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Revenue Grid is Salesforce-native customer engagement tool that helps your sales team with guided selling techniques. It covers the full sales cycle from first touch to closing and upselling. Revenue Grid allows you to analyze, execute and lead your growth strategy. It allows your team to conduct outreach campaigns that include complete customer data. Revenue Grid logs every activity into your CRM and provides a complete snapshot of every customer to help provide sales with greater opportunity for sale sand renewals. It integrates with your email software in order to provide tracking and better management while engaging prospects.... [Read more](https://www.softwareadvice.com/sales-intelligence/revenue-grid-profile/) ### Best rated features: Contact Management 4.0 [See all features](https://www.softwareadvice.com/sales-intelligence/revenue-grid-profile/#key-features) ### Basic $7.00/month [See full pricing details](https://www.softwareadvice.com/sales-intelligence/revenue-grid-profile/#pricing-and-plans) ### Product: Revenue.io [Revenue.io](https://www.softwareadvice.com/transcription/ringdna-profile/) 4.28 [(18)](https://www.softwareadvice.com/transcription/ringdna-profile/reviews/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Revenue.io is a VoIP solution that helps sales teams by providing voice communication and an automated dialer. It is a cloud-based platform that bridges the gap between conversation intelligence and organizational telephony. Designed for businesses of all sizes, Revenue.io offers solutions including a conversation AI; a sales prospecting tool; CTI that automates log calls; an inbound sales tool and sales coaching. Revenue.io provides insights and reports to managers through call-log automation. The platform enables call routing to the right representatives on the basis of conversations, prospect data and marketing sources. In addition to this, Revenue.io also features contact previews, single-line dialing, click-to-call, DialNext, IVR and dialer call recording. Revenue.io integrates with Salesforce and support is offered via phone, email, a knowledge base and an online community.... [Read more](https://www.softwareadvice.com/transcription/ringdna-profile/) ### Best rated features: Call Tagging 5.0 Collaboration Tools 5.0 Content Management 5.0 Video Chat 5.0 ### Worst rated features: Communication Management 1.0 For Sales Teams/Organizations 3.0 Performance Management 3.0 Campaign Management 3.5 [See all features](https://www.softwareadvice.com/transcription/ringdna-profile/#key-features) ### Basic $95.00/month [See full pricing details](https://www.softwareadvice.com/transcription/ringdna-profile/#pricing-and-plans) ### Product: Saleshandy [Saleshandy](https://www.softwareadvice.com/marketing/saleshandy-profile/) 4.48 [(126)](https://www.softwareadvice.com/marketing/saleshandy-profile/reviews/) Best for:Value for money ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Saleshandy is an AI-assisted B2B cold email software for lead generation that helps you automate and scale personalized cold emails with top-notch email deliverability to close more deals and book more meetings. It is the perfect tool for lead generation agencies, sales reps, entrepreneurs, and anyone who wants to generate more leads and ultimately close more deals through cold emailing.... [Read more](https://www.softwareadvice.com/marketing/saleshandy-profile/) ### Best rated features: Third-Party Integrations 5.0 Performance Management 4.8 For Sales Teams/Organizations 4.6 Communication Management 4.6 ### Worst rated features: CRM 2.7 ROI Tracking 3.0 Search/Filter 3.0 Lead Capture 3.2 [See all features](https://www.softwareadvice.com/marketing/saleshandy-profile/#key-features) ### Outreach Starter $25.00/month The annual billing option is also avilable. [See full pricing details](https://www.softwareadvice.com/marketing/saleshandy-profile/#pricing-and-plans) ### Product: Freshsales [Freshsales](https://www.softwareadvice.com/product/113796-Freshsales/) 4.50 [(622)](https://www.softwareadvice.com/product/113796-Freshsales/reviews/) Best for:Customer support ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Freshsales is a salesforce automation solution that enables businesses of all sizes to streamline lead management, client interaction, marketing insights, customer relationship management and other operations. The platform enables organizations to design custom workflows with event-based triggers to automate repetitive tasks. Freshsales allows teams to create custom sales pipelines based on geographies, team, processes or other criteria and maintain a product catalogue with pricing, discount and tax information. It offers a host of features like customizable email templates, sales goals management, predictive contact scoring, sales forecasting, audit logs, role-based access and more. Additionally, administrators can view and track KPIs, teams’ performance, sales, client communication and other data via the analytics dashboard. Freshsales facilitates integration with numerous third-party applications such as Microsoft Outlook, PandaDoc, Xero and more. It is available on monthly/annual subscriptions and support is provided via phone, email and other online measures.... [Read more](https://www.softwareadvice.com/product/113796-Freshsales/) ### What users love - Centralized sales and customer tools - Streamlined lead tracking process - User-friendly and intuitive design ### To take in mind - Email syncing and usability issues - Billing and account handling frustrations ### Best rated features: For Startups 5.0 Third-Party Integrations 5.0 Multi-Channel Communication 5.0 For Sales Teams/Organizations 5.0 ### Worst rated features: Internal Chat Integration 2.0 Sales Trend Analysis 2.0 [See all features](https://www.softwareadvice.com/product/113796-Freshsales/#key-features) ### Free Custom Pricing available upon request For small teams of upto 3 users ### Growth $11.00/month Tailored for startups and SMBs ### Pro $47.00/month For growing mid-sized businesses [See full pricing details](https://www.softwareadvice.com/product/113796-Freshsales/#pricing-and-plans) 1 [2](https://www.softwareadvice.com/crm/sales-engagement-comparison/?page=2)[3](https://www.softwareadvice.com/crm/sales-engagement-comparison/?page=3)[4](https://www.softwareadvice.com/crm/sales-engagement-comparison/?page=4)[5](https://www.softwareadvice.com/crm/sales-engagement-comparison/?page=5) ... [8](https://www.softwareadvice.com/crm/sales-engagement-comparison/?page=8) ## Popular Comparisons [ Pipedrive vs Keap ](https://www.softwareadvice.com/crm/infusionsoft-crm-profile/vs/pipedrive/)[ Apollo.io vs Seamless ](https://www.softwareadvice.com/compare/428803-Apollo/vs/441610-seamless-ai/)[ Lusha vs ZoomInfo Sales ](https://www.softwareadvice.com/compare/200338-ZoomInfo-sales/vs/330388-lusha/)[ Slack vs Outreach ](https://www.softwareadvice.com/live-chat/outreach-profile/vs/slack/) ## 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/)