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Sales Engagement Software 2024: A Comprehensive Guide

Sales Engagement is the process of engaging the prospects and customers throughout their buying cycle across all channels - emails, phone calls, online chat to name a few. Sales engagement is an important activity that helps to drive sales and revenue, maintain connect with customers and convert prospects to customers. With the sales engagement, software reps can design personalized messages across channels, adjust the frequency/cadences of engagement, choose content based on buyer needs, get analytics on sales activities to further improve outreach, etc thus supporting the buyer throughout the purchase cycle.

Learn how Sales Engagement Platforms help your business and how to choose the right software.

What is the right solution for you depends on your business context and needs. Let us help you firm up your needs and find you the right-fit solutions. Get your personalized assessment report now!

Updated By Cuspera

Last updated: Jan 31, 2024

Popular Sales Engagement Software

Salesloft

Sales Engagement platform for creating better buying experiences and closing more revenue.

4.39

Read Reviews
Salesloft Icon

Salesloft

21.96
★★★★★
★★★★★
Sales Engagement platform for creating better buying experiences and closing more revenue.

Salesloft is the provider of the leading sales engagement platform that helps sellers and sales teams drive more revenue. The Modern Revenue Workspace™ by Salesloft is the one place for sellers to execute all of their digital selling tasks, communicate with buyers, understand what to do next, and get the coaching and insights they need to win.

Salesloft helps in engaging with customers proactively during the sales cycle to manage all communication through emails, voice and social media. It helps sales teams to manage their pipeline and close deals. Salesloft manages all customer communications through its automated cadence process.

Its Conversation Intelligence feature provides AI-based insights from call tracking, recording and transcribing conversations and helps in coaching and scaling best practices. The Analytics and Reporting feature helps in tracking progress and optimizing performance.

Testimonials



Adam Post

Co-Founder

Instereo

Salesloft Icon
Highlights
Top Processes : Engagement management,Engaging with scheduling & cadence,Communication management
Top Features : Personalization,Templates,Recording

Vendor: Salesloft

Founded: 2011

Company Size: 251-500

HQ Location: 1180 West Peachtree Street NW Suite 600 Atlanta, GA 30309

Financials: SERIES D

Outreach

Sales Engagement Platform, Sales Automation Software

4.35

Read Reviews
Outreach Icon

Outreach

21.73
★★★★★
★★★★★
Sales Engagement Platform, Sales Automation Software

Outreach is a Sales Engagement Platform usable by Marketing, Sales Development, and other Customer facing teams such as the Closing and Success teams.

Outreach enables customer engagement with measurable touchpoints. It has calendering features that enables booking of meetings, a Sales Dialer feature that provides multi-channel communications, conversational intelligence and live call coaching. The Sales Intelligence Tiles feature provides key customer insights and is customisable.

Outreach provides customer insights in real-time and can be used by itself or in conjunction with other tools. The Outreach Galaxy feature enables viewing of all the sales activities such as CRM, conversation intelligence, videos and info from other apps on a single pane of glass.

It also includes a Coaching and Analytics and Optimization with information on team performance and coaching and data analysis.

Testimonials

Lars Nilssen

VP, GLOBAL INSIDE SALES

CLOUDERA

Outreach Icon
Highlights
Top Processes : Engagement management,Engaging and following up,Communication management
Top Features : Personalization,Templates,Recording

Vendor: Outreach

Founded: 2013

Company Size: 251-500

HQ Location: 333 Elliott Ave W, Seattle, WA 98119

Financials: SERIES E

Cirrus Insight

Track emails, schedule meetings, set follow-ups and more, right from your inbox, ensuring better sales and customer engagement

4.22

Read Reviews
Cirrus Insight Icon

Cirrus Insight

21.09
★★★★★
★★★★★
Track emails, schedule meetings, set follow-ups and more, right from your inbox, ensuring better sales and customer engagement

Cirrus Insight is a CRM application used for email tracking, email templates, drip campaigns, enterprise scheduling, follow up reminders, attachment tracking and Salesforce integration. It is used for sales team to increase productivity and maintain customer relationship by integrating their inbox and calendars.

It features Sales Productivity, Salesforce Integration, Enterprise Scheduling, Flight Plans and Attachment Tracking that helps the users to increase productivity and understand prospects.

The Sales productivity tools allows to track when customers open your email, set follow-up reminders, save templates, scheduling meetings, schedule emails for delivery and instant customer & company information. Enterprise Scheduling allows customers to choose the meeting time, send drip campaigns and schedule customer meeting at events and conferences. Flight plans features to call customer from your inbox, analyze emails to find out what works and what needs improvement and to build prospects list for drip campaigns. The Attachment tracking allows to engage and analyze the attachment once sent and to identify hot and cold prospects on engagement with attachment.

Testimonials

Matt Mechenbier

Salesforce Admin

Grameen Foundation

Cirrus Insight Icon
Highlights
Top Processes : Communication management,Tracking & monitoring communications,Engagement management
Top Features : Recording,Templates,Personalization

Vendor: Cirrus Insight

Founded: 2011

Company Size: 51-100

HQ Location: Irvine, California, United States

Financials: SEED

Yesware

All-in-One Toolkit for Sales Professionals with personalized outreach resulting in increased sales and customer engagement

4.35

Read Reviews
Yesware Icon

Yesware

21.75
★★★★★
★★★★★
All-in-One Toolkit for Sales Professionals with personalized outreach resulting in increased sales and customer engagement

Yesware is a sales software that allows you to easily connect with buyers, schedule meetings, follow up effectively and deliver more business. It is suited for sales team of any business who are looking for easy to use sales engagement software with Enterprise-Level Security.

It is used to simplify sales engagement through productivity tools and also provide reporting and analysis on Email activity, Recipient Engagement, Personal Tracking, Template, Campaign Dashboard and Salesforce.

The software features email tracking, template sharing, create multi-touch campaigns, Salesforce integration and LinkedIn Sales Navigator to create authentic connections right from your inbox.

Testimonials

Dominic Garabedian

VP of Sales

Mimeo

Yesware Icon
Highlights
Top Processes : Communication management,Tracking & monitoring communications,Engagement management
Top Features : Templates,Personalization,Alerts: popups & Notifications

Vendor: Yesware

Founded: 2010

Company Size: 51-100

HQ Location: 75 Kneeland St, 15th Fl, Boston, MA 02111

Financials: SERIES C

Mixmax

Sales engagement software that enables email tracking and measure the impact of messages

4.64

Read Reviews
Mixmax Icon

Mixmax

23.22
★★★★★
★★★★★
Sales engagement software that enables email tracking and measure the impact of messages

Mixmax is email monitoring and scheduling tool that extends Gmail’s functionality and delivers enhanced productivity for customer-facing teams.

It is best suited for sales & operations teams, entrepreneurs, recruiting and management to increase productivity by automating the email engagement process and track email insights.

It features scheduling and tracking emails, insights on email engagement, notifications, link previews, embedded polls & surveys, dialer, templates, curated sequences, robust workflow rules and endless integration. The feature Beast mode provides one-click dialer without having to leave Gmail, bi-directional sync and streamlining task creation and completion.

Testimonials

Jacob Hartnett

Head of Acquisition

Mixpanel

Mixmax Icon
Highlights
Top Processes : Engagement management,Engaging and following up,Communication management
Top Features : Templates,Personalization,Alerts: popups & Notifications

Vendor: Mixmax

Founded: 2014

Company Size: 51-100

HQ Location: 512 2nd St Floor 1 San Francisco, CA 94107

Financials: SERIES A

Groove

Sales engagement software that drives efficiency at every stage of the sales process

4.63

Read Reviews
Groove Icon

Groove

23.15
★★★★★
★★★★★
Sales engagement software that drives efficiency at every stage of the sales process

Groove is a sales engagement software that drives efficiency at every stage of the sales process. The software is designed for the sales team of any business to do more productive sales.

Groove allows you to communicate with your accounts through automation tools, track results and make data- driven decisions for better productivity, more opportunities and greater revenue.

It features Email & Calendar Integration, Salesforce integration, Dialer, Custom Data collection, sales analytics, Account based sales and sales productivity tools. It also features Campaign Automation which provides insight into engagement analytics, collaboration and 100% lead coverage.

Testimonials

Josh Garman

Senior Systems Administrator

Zego

Groove Icon
Highlights
Top Processes : Engagement management,Engaging and following up,Communication management
Top Features : Templates,Personalization,Recording

Vendor: Groove.Co

Founded: 2013

Company Size: 101-250

HQ Location: San Francisco, US

Financials: SERIES B

GMass

Sales engagement software providing personalized mass email service, email marketing and mail-merge services

4.82

Read Reviews
GMass Icon

GMass

24.12
★★★★★
★★★★★
Sales engagement software providing personalized mass email service, email marketing and mail-merge services

GMass is a powerful email marketing software that lets to run mail merge campaigns from the Gmail account. It helps to increase sales and revenue and improve ROI.

GMass allows to easily schedule emails, send out mass emails and mail merge campaigns, connect to Google sheets, and more with Gmail. It helps to streamline the email workflow and boost conversions in no time. Its powerful mail merge capabilities makes it a popular Chrome extension that’s used by employees from Uber, Twitter, LinkedIn and Google.

GMass features to optimize the email campaigns to simplifying the mail merge process includes automatic follow-ups, advanced personalization, bypass Gmails sending limits, recurring automated campaigns to connect to a particular spreadsheet, and many more.

Testimonials

Info Tairs

Info Tairs

GMass Icon
Highlights
Top Processes : Communication management,Sending & publishing communications,Engaging and following up
Top Features : Personalization,Templates,Alerts: popups & Notifications

Vendor: Wordzen

Company Size: 11-50

HQ Location: Chicago, Illinois

Financials: PRIVATE

Reply Sales Automation

AI-powered sales engagement platform that automates and scales multichannel outreach

4.61

Read Reviews
Reply Sales Automation Icon

Reply Sales Automation

23.05
★★★★★
★★★★★
AI-powered sales engagement platform that automates and scales multichannel outreach

Reply is an AI-powered sales engagement platform that helps sales teams find new leads, engage them through multichannel outreach, and create endless opportunities at scale while keeping the personal touch.

Reply comes with a built-in AI sales assistant powered by ChatGPT that generates personalized sales emails in 50+ languages, designs tailored outreach sequences, and then handles responses by answering queries and booking meetings on your behalf.

From building targeted prospect lists with its free 140 million+ contact database to booking calls right through the platform, Reply allows you to automate the entire sales process, from finding clients to closing deals.

Testimonials

Arjun Saksena

Founder

Productify

Reply Sales Automation Icon
Highlights
Top Processes : Engagement management,Engaging and following up,Communication management
Top Features : Personalization,Templates,Dashboard

Vendor: Reply

Founded: 2014

Company Size: 101-150

HQ Location: 340 King St E, Toronto, Ontario M5A 1L3

Financials: SEED

LeadSquared Sales CRM

Sales CRM Software that transform sales across all channels

4.49

Read Reviews
LeadSquared Sales CRM Icon

LeadSquared Sales CRM

22.46
★★★★★
★★★★★
Sales CRM Software that transform sales across all channels

Leadsquared Sales CRM is a a sales engagement software used by sales teams across various sector to increase revenue.

It is primarily used to increase the sale's teams efficiency by guiding them of the next action to be taken on the field with regard to the sales cycle, across offline and online channels.

Leadsquared Sales CRM in effect, captures leads, distribute leads, qualifies and prioritizes leads, assigns them next best step in sales cycle, task automation and spot up-sell / cross-sell opportunities, with custom reporting options

Testimonials



Siddhartha Nihalani

AVP - Engineering

Practo

LeadSquared Sales CRM Icon
Highlights
Top Processes : Engagement management,Engaging and following up,Lead management
Top Features : Landing page,Dashboard,Personalization

Vendor: Leadsquared

Founded: 2012

Company Size: 1001-5000

HQ Location: 555, US Highway One South, Suite 170, Iselin, NJ, 08830.

Financials: SERIES C

Vanillasoft Inside Sales CRM

Sales Engagement Software for Inside Sales

4.61

Read Reviews
Vanillasoft Inside Sales CRM Icon

Vanillasoft Inside Sales CRM

23.04
★★★★★
★★★★★
Sales Engagement Software for Inside Sales

VanillaSoft is a cloud-based sales engagement solution that combines functions like CRM, lead management and telemarketing which helps inside sales teams in businesses manage their daily operations.

It uses a queue-based sorting system that also provides lead generation and nurturing tools, helping users to manage sales in the pipeline and secure new business.

It offers integrated applications to manage lead tracking, lead routing, auto dialling, email marketing, appointment setting and call recordings to effectively engage, qualify and close the sales deals, achieving increased productivity in the process.

Testimonials

Carrie Griffin

VP of Business Development

The Salt Group

Vanillasoft Inside Sales CRM Icon
Highlights
Top Processes : Engagement management,Sales call management,Call recording
Top Features : Recording,Personalization,Templates

Vendor: Vanillasoft

Founded: 2005

Company Size: 11-50

HQ Location: 4965 Preston Park Blvd., Suite 850 Plano, TX 75093

Financials: PRIVATE

Show More

What is Sales Engagement?

Sales Engagement

Every software buyer goes through his own journey to make a purchase decision. During this journey, the sales rep can assist him and provide him the necessary content to make a sound choice. This process of engaging with the prospect, what frequency to engage, what material to provide etc is called sales engagement. Thus, Sales Engagement is the process of engaging the prospects throughout their buying cycle across all channels.

What is Sales Engagement Software?

Sales Engagement software is primarily responsible for 3 key critical tasks

  • Engaging with prospects across channels ( Email, calls, social media, SMS, etc)
  • Automation of engagement cadences, sequences, and workflows
  • Managing marketing material like presentations, white papers, case studies, etc

With the sales engagement, software reps can design personalized messages across channels, adjust the frequency/cadences of engagement, choose content based on buyer needs, analytics on sales activities to further improve outreach, etc thus supporting the buyer throughout the purchase cycle.

Who are the Users of Sales Engagement Software?

Sales Reps

Sales reps mainly use engagement tools to automate workflows reducing admin work to maximize selling time and personalizing communication for all prospects.

Sales Managers

Sales Managers can use engagement tools to get visibility into your sales activities, coach reps based on their sales engagement activities (which customers to prioritize, which activities to increase) or listen to call recordings (for better messaging, positioning, objection handling, etc).

Sales Operations

Engagement tools integrate with the CRM and it helps having all the data in one place which sales operations can further use for their analytics.

Customer Success

Customer success folks can schedule their communication as per their need and personalize messages helping them retain customers and even expand accounts.

Marketing

Messaging and customer profiling is critical to marketing and engagement tools help you do precisely that. Marketing teams use engagement tools to deliver the right message, to the right people at the right time.

Why Sales Engagement is Important?

Why Sales Engagement is Important?

Increase Buyer / Customer Engagement

Emailer

Email still is the most dominant way reps reach out to their prospects. Hence most engagement tools focus on providing a great email engagement experience by having a wide range of email capabilities that help them improve close rates. So much so that some of them exclusively focus on email experience for the sales rep.

Reps can choose from existing templates and set up personalized email cadence at appropriate times to touch base with customers throughout their journeys. They can set automation rules based on persona, activity, account, etc. and even relevant content (videos, case studies, reports, etc) based on the stage of the buyer journey.

This software has superior tracking metrics as well to check the level of buyer engagement. Top capabilities include tracking email deliverability, email open rates, email clicks, replied status, etc. Finally, having these response rate metrics also helps them test their messaging and iterate to understand what rings well with the customers.

Before SL, I was working primarily off of spreadsheets and it was a nightmare. Being able to have a cadence build with pre-populated emails saves me hours in the day and allows me to never let prospects slip through the cracks.

L V

Liana V

Owner / Photographer

Auto - Dialer

Calling is considered a preferred method of engagement by sales reps and engagement tools help you do exactly that. Even on mobile. Auto dialers are tools that automate the process of dialing phone numbers.

There are three types of autodialers

Power / Preview dialer

These dialers allow the sales rep to have a preview of the details about the lead. This helps the rep to decide if he wants to call or not and dial the number sequentially. They are best suited for products with long and deep engagement sales cycles.

Progressive dialer

Progressive dialer goes one step ahead of the power dialer and optimizes on the time by showing the sales rep the lead details while the call is being made. As a consequence of this the sales rep doesn’t get the option to decide whether to call the lead or not.

Predictive dialer

It is the most powerful of the three dialers and offers more speed and efficiency for the sales team. It can make multiple calls at the same time and connects to the sales rep only when it detects that the call has been picked by the customer.

All these dialers provide local code and custom caller ID to increase pick up rates. Reps further improve conversions by calling at the right time by organizing contact lists by activity, time zones, call history, etc. They can easily set up triggers to alert them to call prospects when certain events happen like when the customer engages with your content on the email. Features such as voice drop and VOIP help improve rep productivity. Since everyone is using the same tool it helps to avoid duplication of effort. Finally, this software also provides call analytics that improves team effectiveness by providing a detailed understanding of call conversions.

Some tools provide engagement capabilities for web conferencing, Chat, Texting as well as social media.

Improve Sales Productivity

The second biggest premise of engagement tools is that they give back reps selling time by cutting off a lot of admin work that they have to do. By automating key workflows and with capabilities such as templates, triggers, alerts, reminders etc they save reps a lot of time which directly translates to reps doing more selling and ultimately increasing revenue.

Sales Coaching

Engagement tools allow you to record conversations and sales activities. Sales managers can know how many prospects were reached, what was told to them, which channels were used etc. Armed with all this information they can decide which activities to emphasize, which accounts to go after, what messaging is leading to most conversions, which products are working best etc. Having direct visibility into sales activities and conversations allows managers to coach reps to improve conversion rates.

Managers can even listen to the calls, live coach the sales rep during the call or even join the call in case the need arises. Managers can add comments and give feedback to reps for better performance. They can use the leaderboard to identify best performers and organize a competition between reps to improve performance. These tools also take live notes and transcribe your calls.

My team knows exactly who to call, send email, Social Media and Video and what to say every morning they come into work. I can easily check on their activity and offer coaching on areas that are unique roadblocks for each rep. It helps managing my reps and delivery great reports for my executive team.

D M

Deborah M

Human Resources

Lead Intelligence, Scoring, and Routing

Because sales engagement tools are used to stay in touch with leads through their buy cycle, they have a lot of information about the buyer like activity history, personality, interest level, etc. All this data is used in the engagement tools to score leads and prioritize them based on their chances of conversion. Further, they can route these leads based on custom logic to the appropriate sales reps saving time and giving reps leads they can convert.

Training and Onboarding

Having a library of all the best-recorded conversations can help managers improve their training programs and reduce rep ramp-up times. Call recordings can also help sales reps get up to speed on the details and progress of any deal.

Analytics and Reporting

Tools help managers with insights to identify top performers, their engagement patterns, their cadences, content, timings etc so that it can be replicated to the entire sales team. These tools sync in real-time with the CRM and partner with the best in class reporting tools.

Other benefits include that it keeps the CRM updated with all the sales activities that occur on its platform.

AI in Sales Engagement

Personalization

Sales engagement tools have a lot of data about the customers in conjunction with the CRM. They know what messages have been sent, when, which of them were responded to, on which channel, etc. All this enables the AI to personalize the messaging and cadence to each customer’s goals, problems, interests, needs etc to further improve the response rates.

Intent Reporting

The AI can read the customer responses and do sentiment analysis to understand the intent of the customer. AI can classify the responses into the ones which are positive intent as they usually demand more information, and ask for further engagement or negative intent as they usually indicate the presence of an existing solution. This helps reps plan their engagement activities better without reading through all the mails and saving them time.

Guided Engagement and Selling

Once AI understands the intent of each response (whether the customer is interested or not), it first prioritizes which leads to go after and then even recommends the next step based on past behaviors of each customer.

How to Choose the Right Sales Engagement Software

Who should buy Sales Engagement solution?

Sales engagement solutions are usually industry and B2B / B2C agnostic. But the size of your organization does play a role. If your sales team size is small, you are better off with a lightweight, easy to use solution. But if you work for a big company, then you will need all enterprise-grade features such as account and role management, single sign on, etc. For example, myemma is a solution designed for professionals who either work alone or a small team of 5 people. But Outreach is a platform that caters to the needs of a large enterprise.

Which is your primary sales channel?

While you may use multiple channels to reach your customers, most companies have a preferred channel, the one from where most of the customers are. While deciding your platform, make sure that your solution has robust features for this channel. For example sales loft has robust features for email while dialsource has robust features for calls.

Align your engagement tool with your sales strategy

Some organizations focus on accounts while some focus on individual prospecting, some organizations follow a highly targeted personalized outreach while others do mass communication. Depending on which sales strategy suits your business the most, the solution should be able to adapt to that for maximum returns.

Pointed solution vs a Platform

Finally, depending on your sales process, what type of solution will solve your problem better. If you rely heavily on email and want to have a range of features and integrations around email, then a pointed solution like yesware suits you best. But if your sales process and customer acquisition and engagement strategy extend across channels and you are from a large organization, then a platform like SalesLoft suits you better.

CRM and other Integrations

The CRM and your sales engagement solution are probably the two most important solutions in your sales tech stack. So they must have a native integration for data to flow smoothly.

Apart from the CRM , there are other integrations needed to make the most of Sales engagement solutions for them to work best with most of your existing processes and systems. For example, having integration with Gmail, outlook helps reps manage email communication better, integration with prospecting tools like zoominfo, linkedin sales navigator helps reps send mails directly from the engagement platform, etc.

Which of these 145 Sales Engagement software fit your needs?

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145 Sales Engagement Software

Salesloft

Sales Engagement platform for creating better buying experiences and closing more revenue.

4.39

Read Reviews
Salesloft Icon

Salesloft

4.39
★★★★★
★★★★★
Sales Engagement platform for creating better buying experiences and closing more revenue.

Salesloft is the provider of the leading sales engagement platform that helps sellers and sales teams drive more revenue. The Modern Revenue Workspace™ by Salesloft is the one place for sellers to execute all of their digital selling tasks, communicate with buyers, understand what to do next, and get the coaching and insights they need to win.

Highlights
Top Business Usecases : Engagement management,Engaging with scheduling & cadence,Communication management
Top Features : Personalization,Templates,Recording
Salesloft Icon

Vendor: Salesloft

Founded: 2011

Company Size: 251-500

HQ Location: 1180 West Peachtree Street NW Suite 600 Atlanta, GA 30309

Financials: SERIES D

Outreach

Sales Engagement Platform, Sales Automation Software

4.35

Read Reviews
Outreach Icon

Outreach

4.35
★★★★★
★★★★★
Sales Engagement Platform, Sales Automation Software

Outreach is a Sales Engagement Platform usable by Marketing, Sales Development, and other Customer facing teams such as the Closing and Success teams.

Highlights
Top Business Usecases : Engagement management,Engaging and following up,Communication management
Top Features : Personalization,Templates,Recording
Outreach Icon

Vendor: Outreach

Founded: 2013

Company Size: 251-500

HQ Location: 333 Elliott Ave W, Seattle, WA 98119

Financials: SERIES E

Cirrus Insight

Track emails, schedule meetings, set follow-ups and more, right from your inbox, ensuring better sales and customer engagement

4.22

Read Reviews
Cirrus Insight Icon

Cirrus Insight

4.22
★★★★★
★★★★★
Track emails, schedule meetings, set follow-ups and more, right from your inbox, ensuring better sales and customer engagement

Cirrus Insight is a CRM application used for email tracking, email templates, drip campaigns, enterprise scheduling, follow up reminders, attachment tracking and Salesforce integration. It is used for sales team to increase productivity and maintain customer relationship by integrating their inbox and calendars.

Highlights
Top Business Usecases : Communication management,Tracking & monitoring communications,Engagement management
Top Features : Recording,Templates,Personalization
Cirrus Insight Icon

Vendor: Cirrus Insight

Founded: 2011

Company Size: 51-100

HQ Location: Irvine, California, United States

Financials: SEED

Yesware

All-in-One Toolkit for Sales Professionals with personalized outreach resulting in increased sales and customer engagement

4.35

Read Reviews
Yesware Icon

Yesware

4.35
★★★★★
★★★★★
All-in-One Toolkit for Sales Professionals with personalized outreach resulting in increased sales and customer engagement

Yesware is a sales software that allows you to easily connect with buyers, schedule meetings, follow up effectively and deliver more business. It is suited for sales team of any business who are looking for easy to use sales engagement software with Enterprise-Level Security.

Highlights
Top Business Usecases : Communication management,Tracking & monitoring communications,Engagement management
Top Features : Templates,Personalization,Alerts: popups & Notifications
Yesware Icon

Vendor: Yesware

Founded: 2010

Company Size: 51-100

HQ Location: 75 Kneeland St, 15th Fl, Boston, MA 02111

Financials: SERIES C

Mixmax

Sales engagement software that enables email tracking and measure the impact of messages

4.64

Read Reviews
Mixmax Icon

Mixmax

4.64
★★★★★
★★★★★
Sales engagement software that enables email tracking and measure the impact of messages

Mixmax is email monitoring and scheduling tool that extends Gmail’s functionality and delivers enhanced productivity for customer-facing teams.

Highlights
Top Business Usecases : Engagement management,Engaging and following up,Communication management
Top Features : Templates,Personalization,Alerts: popups & Notifications
Mixmax Icon

Vendor: Mixmax

Founded: 2014

Company Size: 51-100

HQ Location: 512 2nd St Floor 1 San Francisco, CA 94107

Financials: SERIES A

Groove

Sales engagement software that drives efficiency at every stage of the sales process

4.63

Read Reviews
Groove Icon

Groove

4.63
★★★★★
★★★★★
Sales engagement software that drives efficiency at every stage of the sales process

Groove is a sales engagement software that drives efficiency at every stage of the sales process. The software is designed for the sales team of any business to do more productive sales.

Highlights
Top Business Usecases : Engagement management,Engaging and following up,Communication management
Top Features : Templates,Personalization,Recording
Groove Icon

Vendor: Groove.Co

Founded: 2013

Company Size: 101-250

HQ Location: San Francisco, US

Financials: SERIES B

GMass

Sales engagement software providing personalized mass email service, email marketing and mail-merge services

4.82

Read Reviews
GMass Icon

GMass

4.82
★★★★★
★★★★★
Sales engagement software providing personalized mass email service, email marketing and mail-merge services

GMass is a powerful email marketing software that lets to run mail merge campaigns from the Gmail account. It helps to increase sales and revenue and improve ROI.

Highlights
Top Business Usecases : Communication management,Sending & publishing communications,Engaging and following up
Top Features : Personalization,Templates,Alerts: popups & Notifications
GMass Icon

Vendor: Wordzen

Company Size: 11-50

HQ Location: Chicago, Illinois

Financials: PRIVATE

Reply Sales Automation

AI-powered sales engagement platform that automates and scales multichannel outreach

4.61

Read Reviews
Reply Sales Automation Icon

Reply Sales Automation

4.61
★★★★★
★★★★★
AI-powered sales engagement platform that automates and scales multichannel outreach

Reply is an AI-powered sales engagement platform that helps sales teams find new leads, engage them through multichannel outreach, and create endless opportunities at scale while keeping the personal touch.

Highlights
Top Business Usecases : Engagement management,Engaging and following up,Communication management
Top Features : Personalization,Templates,Dashboard
Reply Sales Automation Icon

Vendor: Reply

Founded: 2014

Company Size: 101-150

HQ Location: 340 King St E, Toronto, Ontario M5A 1L3

Financials: SEED

LeadSquared Sales CRM

Sales CRM Software that transform sales across all channels

4.49

Read Reviews
LeadSquared Sales CRM Icon

LeadSquared Sales CRM

4.49
★★★★★
★★★★★
Sales CRM Software that transform sales across all channels

Leadsquared Sales CRM is a a sales engagement software used by sales teams across various sector to increase revenue.

Highlights
Top Business Usecases : Engagement management,Engaging and following up,Lead management
Top Features : Landing page,Dashboard,Personalization
LeadSquared Sales CRM Icon

Vendor: Leadsquared

Founded: 2012

Company Size: 1001-5000

HQ Location: 555, US Highway One South, Suite 170, Iselin, NJ, 08830.

Financials: SERIES C

Vanillasoft Inside Sales CRM

Sales Engagement Software for Inside Sales

4.61

Read Reviews
Vanillasoft Inside Sales CRM Icon

Vanillasoft Inside Sales CRM

4.61
★★★★★
★★★★★
Sales Engagement Software for Inside Sales

VanillaSoft is a cloud-based sales engagement solution that combines functions like CRM, lead management and telemarketing which helps inside sales teams in businesses manage their daily operations.

Highlights
Top Business Usecases : Engagement management,Sales call management,Call recording
Top Features : Recording,Personalization,Templates
Vanillasoft Inside Sales CRM Icon

Vendor: Vanillasoft

Founded: 2005

Company Size: 11-50

HQ Location: 4965 Preston Park Blvd., Suite 850 Plano, TX 75093

Financials: PRIVATE

Revenue.io

The complete AI-powered RevOps platform that delivers real-time guidance

4.53

Read Reviews
Revenue.io Icon

Revenue.io

4.53
★★★★★
★★★★★
The complete AI-powered RevOps platform that delivers real-time guidance

Revenue.io is an AI-powered RevOps platform that optimizes revenue performance and provides real-time guidance so teams can address the complex needs of buyers. It helps clients by surfacing and recommending what works best for every member of their team, delivering predictable results and optimizing the entire revenue operation

Highlights
Top Business Usecases : Sales call management,Call recording,Call transcription
Top Features : Recording,SEM,Conversation Intelligence
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Vendor: Revenue.io

Founded: 2012

Company Size: 51-100

HQ Location: 15000 Ventura Boulevard #200 Sherman Oaks, California 91403

Financials: PRIVATE

Kixie Integrated Voice

Sales engagement platform that boosts sales team performance

4.47

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Kixie Integrated Voice

4.47
★★★★★
★★★★★
Sales engagement platform that boosts sales team performance

Kixie Integrated Voice is an AI-powered voice and SMS solution for sales teams. It helps sales teams connect with more prospects and close more deals. It helps to increase sales and revenue and acquire customers.

Highlights
Top Business Usecases : Sales call management,Call recording,Coaching
Top Features : Recording,Templates,Personalization
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Vendor: Kixie

Founded: 2013

Company Size: 11-50

Financials: SEED

Phoneburner

Power Dialer Lead Engagement Software Solution

4.75

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Phoneburner

4.75
★★★★★
★★★★★
Power Dialer Lead Engagement Software Solution

Phoneburner is a power dialer software that helps to turn leads into live conversations. It dials leads 4x faster and maximizes live conversations. It helps to increase sales and revenue and enhance customer relationships.

Highlights
Top Business Usecases : Sales call management,Communication management,Engagement management
Top Features : Recording,Personalization,Alerts: popups & Notifications
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Vendor: Phoneburner

Founded: 2008

Company Size: 11-50

HQ Location: 1968 S. Coast Hwy, Suite 1800 Laguna Beach, CA 92651

Financials: PRIVATE

Dealhub

A complete end-to-end Deal Acceleration Platform managing every sales engagement touchpoint.

4.73

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Dealhub

4.73
★★★★★
★★★★★
A complete end-to-end Deal Acceleration Platform managing every sales engagement touchpoint.

Dealhub is a sales proposals and contract management platform for sales teams to close deals faster and increase revenue.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Contract management
Top Features : Personalization,Templates,Interactive content
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Vendor: Dealhub

Company Size: 11-50

HQ Location: 815-A Brazos Street, Suite 705, Austin, Texas, 78701

Financials: PRIVATE

Dooly

Dooly Sales Enablement Tool for a winning sales process

4.70

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Dooly

4.70
★★★★★
★★★★★
Dooly Sales Enablement Tool for a winning sales process

Dooly is a sales enablement platform that helps with information and insights needed to close business sales. It helps the revenue teams win more deals, improving CRM hygiene, running a winning sales process, and eliminating low-value work. It also updates Salesforce, takes notes, manages all deals and automatically adds new contacts to an account helping teams run a winning sales process.

Highlights
Top Business Usecases : Engagement management,Playbook creation,Workflow management
Top Features : Templates,Recording,Personalization
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Vendor: Dooly

Founded: 2016

Company Size: 1-10

HQ Location: 560 Beatty St, Vancouver, British Columbia V6B, CA

Financials: SEED

Voiptime Cloud

All-in-One Cloud Contact Center Solution enabling highest agent productivity and improved customer engagement

4.70

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Voiptime Cloud

4.70
★★★★★
★★★★★
All-in-One Cloud Contact Center Solution enabling highest agent productivity and improved customer engagement

Voiptime Cloud is a sales engagement platform that leverages the power of a cloud in the call center. It helps to direct all the resources towards providing the best customer experience. It helps to acquire customers and enhance customer relationships.

Highlights
Top Business Usecases : Sales call management,Call recording,Helpdesk management
Top Features : Recording,Dashboard,Templates
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Vendor: Voiptime

Founded: 2009

Company Size: 11-50

HQ Location: Denver, Colorado

Financials: PRIVATE

Phonexa

Call, Lead & Email Marketing Tracking & Analytics Software

4.69

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Phonexa

4.69
★★★★★
★★★★★
Call, Lead & Email Marketing Tracking & Analytics Software

Phonexa is an all-in-one powerful tracking solution that delivers insight into the marketing campaigns, allowing to make smarter optimizations and increase the ROI. It brings together multiple marketing channels to create a more efficient workflow, all while collecting campaign data so companies can get the most from their marketing efforts. It also helps to increase sales and revenue and acquire customers.

Highlights
Top Business Usecases : Communication management,Tracking & monitoring communications,Sales call management
Top Features : Recording,SEM,Dashboard
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Vendor: Phonexa

Company Size: 11-50

HQ Location: 505 N. Brand Blvd., 16th Floor, Glendale, CA 91203, US

Financials: PRIVATE

Freshsales

AI-based sales CRM to Improve engagement and nurture existing customers, drive leads to closure

4.69

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Freshsales

4.69
★★★★★
★★★★★
AI-based sales CRM to Improve engagement and nurture existing customers, drive leads to closure

Freshsales is a customer relationship management (CRM) software by Freshworks designed for high-velocity sales teams to attract leads, engage across multiple touchpoints, close deals and nurture relationships.

Highlights
Top Business Usecases : Engagement management,Engaging and following up,Communication management
Top Features : Recording,Personalization,Dashboard
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Vendor: Freshworks

Founded: 2010

Company Size: 1001-5000

HQ Location: 2950 S. Delaware Street, Suite 201, San Mateo CA 94403

Financials: SERIES H

NetHunt CRM

Simple, yet powerful CRM for small businesses

4.67

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NetHunt CRM

4.67
★★★★★
★★★★★
Simple, yet powerful CRM for small businesses

NetHunt CRM is a customer relationship management (CRM) software solution purpose-built to work closely with Gmail accounts and Google applications. It enables businesses to manage interactions and records directly from the inbox.

Highlights
Top Business Usecases : Communication management,Engagement management,Engaging and following up
Top Features : Recording,Personalization,Templates
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Vendor: NetHunt

Company Size: 11-50

HQ Location: 56 Daly Street, Belize City, Belize District, Belize

Financials: PRIVATE

OneMob

Quickly create pages of content to engage prospects, customers, partners and employees

4.60

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OneMob

4.60
★★★★★
★★★★★
Quickly create pages of content to engage prospects, customers, partners and employees

OneMob is a content enablement platform for sales teams to increase productivity, enhance customer engagement and increase revenue.

Highlights
Top Business Usecases : Communication management,Engagement management,Engaging and following up
Top Features : Personalization,Recording,Landing page
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Vendor: OneMob

Company Size: 1-10

Financials: PRIVATE

Opensense

Email Signature and Tracking

4.59

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Opensense

4.59
★★★★★
★★★★★
Email Signature and Tracking

Opensense is a cloud-based email marketing solution designed to help medium to large businesses manage marketing campaigns using digital signatures and personalized banners. Opensense's email signature management functionality allows users to handle multiple brands via sender segmentation, formatting, A/B testing, automatic version updates, and more.

Highlights
Top Business Usecases : Sales document management,Digital signature,Advertisement
Top Features : Templates,Personalization,Ticketing
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Vendor: Opensense

Company Size: 11-50

HQ Location: 855 Brannan St, San Francisco, California 94103, US

Financials: SEED

RollWorks

Account-Based Platform, the B2B and ABM solution

4.57

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RollWorks

4.57
★★★★★
★★★★★
Account-Based Platform, the B2B and ABM solution

RollWorks is an ABM platform for marketing,sales teams to increase lead generation, close the deals faster and increase revenue.

Highlights
Top Business Usecases : Account management,Engagement management,Engaging and following up
Top Features : Personalization,Templates,SEM
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Vendor: NextRoll

HQ Location: San Francisco, California

Financials: IPO

Close CRM

Inside Sales Software CRM with Calling & Emailing

4.54

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Close CRM

4.54
★★★★★
★★★★★
Inside Sales Software CRM with Calling & Emailing

Close CRM is the inside sales software for startups and SMBs to make more calls, send more emails, and close more deals. It helps to enhance customer relationships and increase sales and revenue.

Highlights
Top Business Usecases : Engagement management,Engaging and following up,Sales call management
Top Features : Recording,Personalization,Templates
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Vendor: Close

Founded: 2013

Company Size: 11-50

HQ Location: Palo Alto, CA

Financials: SEED

CloudTalk

Cloudtalk | Handle phone conversations in a modern way, Real-time Customer Card

4.54

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CloudTalk

4.54
★★★★★
★★★★★
Cloudtalk | Handle phone conversations in a modern way, Real-time Customer Card

CloudTalk is a call center software that helps growing businesses expand. CloudTalk provides all the apps that work best for the business. Solve customer queries faster and improve CSAT with crystal-clear voice quality, coverage in 160 countries, custom IVR flows, smart call routing, and countless one-click integrations by reaching customers anywhere anytime.

Highlights
Top Business Usecases : Helpdesk management,Sales call management,Call recording
Top Features : Recording,Personalization,Dashboard
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Vendor: CloudTalk

Company Size: 11-50

HQ Location: New York City, New York

Financials: SEED