# Best Sales Engagement Software with Sales Coaching and Insights Capabilities

## How Many Sales Engagement Software Products Does G2 Track?

**Total Products under this Category:** 321

### Category Stats (Aug 2026)

- **Average Rating:** 4.56/5 (↑0.01 vs Jul 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Tuco AI (+11.12%) - Among all products in this category, Tuco AI recorded the largest rating increase compared to last month

_Last updated: August 01, 2026_

## How Does G2 Rank Sales Engagement Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 146,600+ Authentic Reviews
- 321+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for Sales Engagement Software
 ![G2 Grid® for Sales Engagement Software plotting products by satisfaction and market presence](https://www.g2.com/categories/sales-engagement/grids.png?focus%5B%5D=6227&focus%5B%5D=506&focus%5B%5D=19743&focus%5B%5D=577&focus%5B%5D=24724&focus%5B%5D=91817&focus%5B%5D=166877&focus%5B%5D=1188166)

Highlighted products: HubSpot Sales Hub, Agentforce Sales (formerly Salesforce Sales Cloud), Apollo.io, GTM Workspace - Powered by ZoomInfo, Gong, lemlist, Instantly, and Nooks.

Underlying data: [Grid® JSON](https://www.g2.com/categories/sales-engagement/grids.json?focus%5B%5D=hubspot-sales-hub&focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=apollo-io&focus%5B%5D=gtm-workspace-powered-by-zoominfo&focus%5B%5D=gong&focus%5B%5D=lemlist&focus%5B%5D=instantly&focus%5B%5D=nooks)

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### [Apollo.io](https://www.g2.com/products/apollo-io/reviews)

Apollo.io is an AI-powered go-to-market (GTM) platform that helps revenue teams find, engage, and manage B2B buyers across the entire sales cycle. Apollo.io is the company behind the industry’s first fully agentic GTM platform, transforming how revenue teams execute. Going beyond automation, Apollo’s intelligent agents actively drive results across the entire sales funnel – from prospecting to deal management – all in one place. Trusted by millions of users and hundreds of thousands of companies – including Anthropic, Autodesk, and Docusign – Apollo is making world-class go-to-market simple, intelligent, and accessible for all. Apollo serves sales development representatives, account executives, sales leaders, revenue operations, and marketing teams at B2B organizations of various sizes. Teams use Apollo to build and maintain target account lists, orchestrate outbound and inbound motions, manage opportunities, and understand which activities lead to qualified pipeline and closed revenue. Key capabilities include: Data and targeting: Access to a large B2B database with company and contact details, including firmographic, technographic, and buyer signal data, so users can define ideal customer profiles and create precise segments for outreach. Prospecting and enrichment: Tools to search, filter, and save prospect lists, plus enrichment workflows that keep contact and account records up to date in Apollo and connected systems such as CRM. Sales engagement: Multi-step, multi-channel sequences for email, calls, and tasks that standardize how reps follow up with prospects, with controls for timing, throttling, and deliverability. Agentic and AI-assisted workflows: Intelligent agents and AI features that help with account research, lead scoring, message generation, and next-step recommendations so reps can prioritize and personalize at scale. Deal and activity management: Basic CRM-style functionality for tracking opportunities, stages, activities, and notes, giving teams a single view of pipeline health and sales performance. By combining data, engagement, and deal execution in one platform, Apollo is designed to reduce the number of disconnected tools in a typical GTM stack and provide a consistent workflow for building pipeline and managing deals. This helps organizations improve data quality, increase seller productivity, and run more structured, measurable go-to-market programs.

**Average Rating:** 4.7/5.0

**Total Reviews:** 9,363

#### How Do G2 Users Rate Apollo.io?

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.2/10)
- **Workflow Performance:** 8.7/10 (Category avg: 8.6/10)
- **Workflow Management:** 8.7/10 (Category avg: 8.8/10)
- **Other Outreach Options :** 8.4/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Apollo.io?

- **Seller:** [Apollo.io](https://www.g2.com/sellers/apollo-io)
- **Company Website:** www.apollo.io
- **Year Founded:** 2015
- **HQ Location:** San Francisco, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cd66144fa663d2dd3c2508a803817bd944c2b55318e4c7961b7f099adc28bac4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fapollo-io%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Business Development Manager
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 67% Small, 29% Medium

#### What Do G2 Reviewers Say About Apollo.io?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Apollo.io, enjoying a simple interface that streamlines their workflow.
- Users highlight Apollo.io for its **streamlined lead generation** , enhancing accessibility and efficiency in sales prospecting.
- Users value the **comprehensive database and seamless automation** of Apollo.io for efficient prospecting and support.
- Users appreciate the **mass automation and personalization** features of Apollo.io, significantly enhancing their outreach efficiency.
- Users value the **time-saving automation** of Apollo.io, streamlining outreach and enhancing overall productivity.

##### Cons

- Users find the **limited CRM integration** options frustrating, wishing for more features in the basic plan.
- Users experience **inaccurate data** on Apollo.io, requiring manual verification and leading to unreliable contact information.
- Users find the **learning curve steep** and the UI clunky, making effective navigation challenging.
- Users find Apollo.io's **limited features** restrictive, particularly regarding CRM integrations and sequence allowances in cheaper plans.
- Users experience **data inaccuracy** with Apollo.io, finding outdated or incorrect contact information hampers effective outreach efforts.

#### What Are Recent G2 Reviews of Apollo.io?

**["Sales Development Representative"](https://www.g2.com/survey_responses/apollo-io-review-8798250)**

**Rating:** 5.0/5.0 stars

_— Aravind D._

[Read full review](https://www.g2.com/survey_responses/apollo-io-review-8798250)

**["Apollo.io Supercharges Prospecting with Powerful Data, Sequencing, and CRM Integration"](https://www.g2.com/survey_responses/apollo-io-review-13134727)**

**Rating:** 5.0/5.0 stars

_— Sanskar M._

[Read full review](https://www.g2.com/survey_responses/apollo-io-review-13134727)

#### What Are G2 Users Discussing About Apollo.io?

- [What unique capabilities does Apollo.io offer for streamlining sales and marketing workflows?](https://www.g2.com/discussions/what-unique-capabilities-does-apollo-io-offer-for-streamlining-sales-and-marketing-workflows) - 3 comments, 2 upvotes
- [What is Apollo.io used for?](https://www.g2.com/discussions/apollo-io-what-is-apollo-io-used-for) - 6 comments, 3 upvotes
- [How do I remove my information from Apollo io?](https://www.g2.com/discussions/how-do-i-remove-my-information-from-apollo-io) - 4 comments, 1 upvote
- [Is Apollo IO free?](https://www.g2.com/discussions/is-apollo-io-free) - 11 comments, 6 upvotes
- [What is Apollo io?](https://www.g2.com/discussions/what-is-apollo-io) - 3 comments, 1 upvote

### [Salesloft](https://www.g2.com/products/salesloft/reviews)

Clari + Salesloft is a category-transforming AI company architecting the future of revenue. By building the world’s first Predictive Revenue System, we help organizations move beyond fragmented applications and systems of record to a model that continuously drives and adapts revenue execution. Our platform captures deal data signals, and uses tailor-built AI to create the right context and drive action across sales teams. Instead of disconnected insights and siloed workflows, sales teams operate with shared understanding, faster decisions, and execution that stays aligned to the business. Trusted by thousands of enterprises including Adobe, 3M, IBM, and Zoom, Clari + Salesloft powers the forecast, surfaces pipeline risk, and drives proactive execution—returning thousands of hours to the field and enabling predictable, scalable growth.

**Average Rating:** 4.5/5.0

**Total Reviews:** 4,153

#### How Do G2 Users Rate Salesloft?

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.2/10)
- **Workflow Performance:** 8.8/10 (Category avg: 8.6/10)
- **Workflow Management:** 8.8/10 (Category avg: 8.8/10)
- **Other Outreach Options :** 8.3/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Salesloft?

- **Seller:** [Salesloft](https://www.g2.com/sellers/salesloft)
- **Company Website:** salesloft.com
- **Year Founded:** 2011
- **HQ Location:** Atlanta, GA
- **Twitter:** @Salesloft  
18,437 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1c72bf0f0f6a02380b7fe128396fa033291b10b85b3fc210dd4659ed9b53b1e3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2296178%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,097 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Sales Development Representative
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 56% Medium, 23% Small

#### What Do G2 Reviewers Say About Salesloft?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Salesloft, enhancing their daily selling experience with a simple, organized interface.
- Users value the **seamless integration** with Salesforce, enhancing outreach efficiency and organization across teams.
- Users appreciate the **email tracking features** for easily measuring open rates and managing tasks efficiently.
- Users appreciate the **easy tracking** features of Salesloft, enhancing their efficiency in managing outreach campaigns.
- Users find Salesloft **extremely helpful** in managing pipelines and measuring engagement through open rates and templates.

##### Cons

- Users experience **call issues** with Salesloft, finding the app misaligned during calls and support inconsistent.
- Users experience **integration issues** with Salesloft, particularly with HubSpot and other platforms, affecting efficiency.
- Users find the **learning curve steep** , making initial use of Salesloft challenging and somewhat overwhelming.
- Users highlight the **limited features** of Salesloft, expressing a desire for enhanced integrations and customization options.
- Users feel Salesloft is missing **key features** like an auto-dialer and domain rotation, hindering productivity and email deliverability.

#### What Are Recent G2 Reviews of Salesloft?

**["Easy-to-Use Cadences and Automation That Boost SDR Efficiency"](https://www.g2.com/survey_responses/salesloft-review-12625459)**

**Rating:** 4.5/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/salesloft-review-12625459)

**["Boosts Sales Execution with Structured Cadences and CRM-Integrated Insights"](https://www.g2.com/survey_responses/salesloft-review-12628860)**

**Rating:** 4.0/5.0 stars

_— Harrison P._

[Read full review](https://www.g2.com/survey_responses/salesloft-review-12628860)

#### What Are G2 Users Discussing About Salesloft?

- [What innovative strategies are sales teams adopting with Salesloft to enhance customer engagement and sales effectiveness?](https://www.g2.com/discussions/what-innovative-strategies-are-sales-teams-adopting-with-salesloft-to-enhance-customer-engagement-and-sales-effectiveness)
- [How is Salesloft being used to enhance operational efficiency and user experience in its specific field?](https://www.g2.com/discussions/how-is-salesloft-being-used-to-enhance-operational-efficiency-and-user-experience-in-its-specific-field) - 1 comment
- [What is Salesloft used for?](https://www.g2.com/discussions/salesloft-what-is-salesloft-used-for) - 1 comment
- [How much does SalesLoft cost?](https://www.g2.com/discussions/how-much-does-salesloft-cost)
- [Is SalesLoft a CRM?](https://www.g2.com/discussions/is-salesloft-a-crm) - 6 comments, 1 upvote

### [Outreach](https://www.g2.com/products/outreach/reviews)

Outreach, founded in 2014, is the only complete AI Revenue Workflow Platform that helps sales leaders benefit from connected account visibility, performance insights, and higher forecasting accuracy across every GTM team. Outreach infuses agentic AI to power 100s of use cases across sales motions. From new logo prospecting to renewal and expansion, Outreach AI automates workflows and frees sellers to focus on more strategic conversations and actions. Global organizations use Outreach to power their revenue teams, including SAP, Siemens, Snowflake, and Verizon to name a few. To learn more, please visit www.outreach.io.

**Average Rating:** 4.3/5.0

**Total Reviews:** 3,501

#### How Do G2 Users Rate Outreach?

- **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.2/10)
- **Workflow Performance:** 8.5/10 (Category avg: 8.6/10)
- **Workflow Management:** 8.6/10 (Category avg: 8.8/10)
- **Other Outreach Options :** 8.2/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Outreach?

- **Seller:** [Outreach](https://www.g2.com/sellers/outreach)
- **Company Website:** www.outreach.io
- **Year Founded:** 2014
- **HQ Location:** Seattle, WA
- **Twitter:** @outreach\_io  
7,689 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=96fd9e41d0efcce45c290948073fc1df5ce970cc44248d076c966828009869f4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3559595%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,609 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Sales Development Representative
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 59% Medium, 22% Large

#### What Do G2 Reviewers Say About Outreach?

_AI-generated summary from verified user reviews_

##### Pros

- Users enjoy the **ease of use** in Outreach, making follow-ups and tracking contacts extremely straightforward.
- Users love the **automation and sequencing capabilities** of Outreach, streamlining tasks and enhancing prospect communication effectively.
- Users appreciate how **easy organization and follow-up** with leads is, ensuring consistency and improved response rates.
- Users value the **intuitive user interface** and excellent integrations, enhancing their productivity and sales management while using Outreach.
- Users appreciate the **time-saving automation** of Outreach, streamlining engagement and enhancing overall productivity.

##### Cons

- Users experience **missing features** in Outreach, especially in analytics and automation capabilities, impacting efficiency and performance.
- Users find a noticeable **learning curve** with Outreach, making it challenging to master the tool effectively.
- Users find Outreach has **navigation difficulties** and requires extra training, complicating the prospect management process.
- Users feel that the **limited customization** in Outreach hinders their ability to create tailored reports effectively.
- Users experience frequent **integration issues** with Hubspot, affecting productivity and syncing reliability in Outreach.

#### What Are Recent G2 Reviews of Outreach?

**["Outreach Streamlines Multi-Channel Sequences and Follow-Ups Effortlessly"](https://www.g2.com/survey_responses/outreach-review-12365799)**

**Rating:** 5.0/5.0 stars

_— Silvina F._

[Read full review](https://www.g2.com/survey_responses/outreach-review-12365799)

**["Effortless Email Tracking and Workflow Optimization"](https://www.g2.com/survey_responses/outreach-review-13095207)**

**Rating:** 5.0/5.0 stars

_— Navdeep K._

[Read full review](https://www.g2.com/survey_responses/outreach-review-13095207)

### [Vanillasoft](https://www.g2.com/products/vanillasoft/reviews)

Vanillasoft is the only sales engagement software that has \*built in\* lead management and auto dialling. Its the best for fast-moving revenue teams. Most sales engagement tools orchestrate and automate communication channels, standardize workflows, cadences, and scripts, and provide reporting and analytics. But, most sales engagement software rely on external CRMs to manage lists, and external dialers to launch calls. Vanillasoft's sales engagement software has an embedded, native auto dialer. We evaluate rank and serve the next best lead in real time, as an industry-leading lead management tool. Plus, Vanillasoft optimizes agent outreach deliverability, making sure that every call, SMS and email reach their destination. The primary audience for Vanillasoft are organizations with fast-moving revenue teams that rely on quick and effective communication with leads. The platform is tailored for teams that prioritize responsiveness and efficiency, making it an ideal choice for industries such as real estate, insurance, and financial services. With its focus on optimizing lead engagement, VanillaSoft serves as a critical tool for fast-moving revenue teams aiming to enhance their performance and streamline their processes. Fast moving revenue teams love Vanillasoft's: - Material, dramatic increases in agent activity - often 500% increase - Increases in agent productivity - up to 94% - Increases in agent actions per hour - 3x - 35% increase in call connections G2 Sales Engagement users say it clearly- we help teams move faster by being 1. The Easiest To Do Business with 2. The Best User Adoption 3. The Easiest To Use Vanillasoft users get going faster, get agents working sooner, and ramping to be productive faster. Vanillasoft ensures that communication is timely and effective. The platform's lead management and sales automation manages the sequence of calls, emails, and texts, ensuring that messages are sent in the optimal order and with the appropriate content. This capability not only improves the likelihood of successful contact but also helps agents avoid common pitfalls such as spam filters and blocked calls. By streamlining communication, Vanillasoft enhances the overall effectiveness of sales efforts, allowing teams to reach their leads more consistently. Overall, Vanillasoft's comprehensive system is built on the principles of effectiveness and efficiency, equipping sales teams with the tools they need to succeed in a competitive landscape. By prioritizing leads, simplifying agent activities, and optimizing communication, Vanillasoft stands out as a valuable solution for organizations looking to enhance their sales processes and achieve better results.

**Average Rating:** 4.5/5.0

**Total Reviews:** 719

#### How Do G2 Users Rate Vanillasoft?

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10)
- **Workflow Performance:** 8.9/10 (Category avg: 8.6/10)
- **Workflow Management:** 9.1/10 (Category avg: 8.8/10)
- **Other Outreach Options :** 8.5/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Vanillasoft?

- **Seller:** [Vanillasoft](https://www.g2.com/sellers/vanillasoft)
- **Company Website:** vanillasoft.com
- **Year Founded:** 2005
- **HQ Location:** Plano, TX
- **Twitter:** @VanillaSoft  
26,123 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ba1f1d552f0c37d54929bf7ebc8f04d014d8bd2c1ddc3f685cf6b4f9908549ec&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fvanillasoft%2F&secure%5Burl_type%5D=linkedin_company_website)  
97 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Insurance Agent, Account Executive
- **Top Industries:** Insurance, Marketing and Advertising
- **Company Size:** 59% Small, 30% Medium

#### What Do G2 Reviewers Say About Vanillasoft?

_AI-generated summary from verified user reviews_

##### Pros

- Users find **VanillaSoft very easy to use** , appreciating its intuitive features that streamline outbound calling and note-taking.
- Users appreciate the **intuitive interface** of Vanillasoft, making navigation and learning a breeze for everyone.
- Users appreciate the **ease of use** of VanillaSoft, highlighting its straightforward interface and effortless navigation.
- Users value the **time-saving capabilities** of VanillaSoft, enhancing productivity through efficient navigation and easy scheduling.
- Users appreciate the **user-friendly lead organization** of Vanillasoft, simplifying outreach through accessible contact details and integrated communication.

##### Cons

- Users often face **slow loading times** that hinder workflow and delay moving to the next lead.
- Users find the **call issues** with Vanillasoft problematic, particularly regarding mobile dialing and call prioritization.
- Users experience occasional **slow performance** with Vanillasoft, including lag and delays between dials.
- Users note a **lack of flexible report features** in VanillaSoft, impacting their reporting efficiency and experience.
- Users experience frustrating **connectivity issues** with VanillaSoft, leading to embarrassing dropped calls and unreliable performance.

#### What Are Recent G2 Reviews of Vanillasoft?

**["Real-Time Segmentation Makes Special Campaigns Faster and More Efficient"](https://www.g2.com/survey_responses/vanillasoft-review-13032610)**

**Rating:** 4.0/5.0 stars

_— Andres B._

[Read full review](https://www.g2.com/survey_responses/vanillasoft-review-13032610)

**["Flexible Dialer Settings That Keep Agents Calling Effortlessly"](https://www.g2.com/survey_responses/vanillasoft-review-13032378)**

**Rating:** 4.5/5.0 stars

_— Roman V._

[Read full review](https://www.g2.com/survey_responses/vanillasoft-review-13032378)

#### What Are G2 Users Discussing About Vanillasoft?

- [What is VanillaSoft used for?](https://www.g2.com/discussions/what-is-vanillasoft-used-for)

### [DealHub AI](https://www.g2.com/products/dealhub-ai/reviews)

DealHub AI is the Agentic Quote-to-Revenue (Q2R) platform designed for the AI era. We empower high-growth SaaS and forward-thinking enterprises to fully consolidate, automate, and accelerate their entire revenue lifecycle, from initial quote generation through final cash collection and revenue recognition. DealHub AI gives enterprises ultimate flexibility, enabling the rapid design, launch, and scale of any modern monetization model, such as Sales-Led Growth (SLG), Product-Led Growth (PLG), Self-Serve, Subscription, Usage-Based, and AI Consumption models. The unified platform replaces fragmented revenue tools, integrating critical capabilities into one orchestrated engine, including AI-Powered CPQ (Configure, Price, Quote), CLM (Contract Lifecycle Management), Subscription Management & Billing, Revenue Recognition, Digital DealRoom, and Composable API-first Headless Quoting. Enterprises choose DealHub AI to drive revenue at AI scale, leveraging real-time revenue visibility and predictability across all revenue streams via live ARR, usage, churn, and forecast dashboards. DealHub AI offers seamless, native integration with all leading CRMs, including Salesforce, Microsoft Dynamics, and HubSpot, ensuring customers achieve faster time-to-value. DealHub AI is trusted by global revenue leaders, including Intuit, HP, Gong, and Braze.

**Average Rating:** 4.7/5.0

**Total Reviews:** 842

#### How Do G2 Users Rate DealHub AI?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10)
- **Workflow Performance:** 9.6/10 (Category avg: 8.6/10)
- **Workflow Management:** 9.6/10 (Category avg: 8.8/10)
- **Other Outreach Options :** 9.1/10 (Category avg: 8.4/10)

#### Who Is the Company Behind DealHub AI?

- **Seller:** [DealHub.io](https://www.g2.com/sellers/dealhub-io)
- **Company Website:** dealhub.ai
- **Year Founded:** 2014
- **HQ Location:** Austin, Texas
- **Twitter:** @DealHubIO  
3,887 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=93d6d19c2b3723cc62da51286f61aa477c293e52e8253874347bdbd0dec5194a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdealhubio%2F&secure%5Burl_type%5D=linkedin_company_website)  
322 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Sales Operations Manager, Account Executive
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 65% Medium, 23% Small

#### What Do G2 Reviewers Say About DealHub AI?

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **exceptional customer support** from DealHub, highlighting responsiveness and helpful assistance in addressing needs.
- Users find DealHub AI's **ease of use** invaluable, enabling quick adoption and daily utilization across teams.
- Users appreciate the **time-saving capabilities** of DealHub AI, allowing for efficient proposal management and streamlined processes.
- Users value the **efficiency** of DealHub AI, which significantly streamlines processes and saves time during implementation.
- Users highly value the **seamless integrations** of DealHub AI, enabling effective management across various platforms.

##### Cons

- Users find the **learning curve challenging** , particularly when managing complex proposals and integrations on DealHub AI.
- Users express frustration over **limited customization options** in DealHub AI, affecting their ability to tailor the system fully.
- Users experience a **steep learning curve** with DealHub AI, making initial implementation challenging before achieving ease of use.
- Users find the **missing self-service options** frustrating, impacting customization and prolonging the implementation process.
- Users face **integration issues** that complicate management, leading to slower processes and potential errors in updates.

#### What Are Recent G2 Reviews of DealHub AI?

**["Clean dealroom user experience, with class leading onboarding covering a technically clunky product"](https://www.g2.com/survey_responses/dealhub-ai-review-13169218)**

**Rating:** 4.0/5.0 stars

_— Thomas C._

[Read full review](https://www.g2.com/survey_responses/dealhub-ai-review-13169218)

**["Great User Experience and a Smooth Quote-Building Flow"](https://www.g2.com/survey_responses/dealhub-ai-review-13183520)**

**Rating:** 4.0/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/dealhub-ai-review-13183520)

#### What Are G2 Users Discussing About DealHub AI?

- [What is DealHub.io used for?](https://www.g2.com/discussions/what-is-dealhub-io-used-for)
- [What does DealHub.io do?](https://www.g2.com/discussions/what-does-dealhub-io-do) - 2 comments
- [Is DealHub legit?](https://www.g2.com/discussions/is-dealhub-legit) - 3 comments
- [What is CPQ software?](https://www.g2.com/discussions/what-is-cpq-software) - 2 comments
- [What is DealHub?](https://www.g2.com/discussions/what-is-dealhub)

### [Mixmax](https://www.g2.com/products/mixmax/reviews)

Mixmax is the sales engagement platform that works inside your inbox — Gmail and Outlook. Track every email, automate your follow-up, and book meetings without ever leaving the tab you already work in. Most sales tools make reps go somewhere else to do their job. Mixmax doesn't. You see who opened, clicked, and replied in real time. You build sequences that send and follow up on their own. You drop in one-click scheduling links and let meetings book themselves. And everything logs to Salesforce and HubSpot automatically — no copy-paste, no tab-switching, no end-of-day CRM cleanup. Where most tools stop at the send, Mixmax keeps going. It reads every signal across your inbox, sequences, and meetings, then tells each rep which accounts need attention right now and what to send next. That's the follow-up game — the gap between "sequence sent" and "deal closed," where deals are actually won or lost. Under the hood, Mixmax Intelligence turns those signals into the next move: a drafted reply, a smart send time, a follow-up that's gone cold and needs a nudge, a meeting summary synced to the CRM the moment the call ends. It runs where your team already works, so adoption is automatic — no new tool to log into, no workflow to relearn. Teams see results fast: • 52% average reply rates (vs. a 2–3% industry average) • 67% open rates with AI-optimized Smart Send timing • 90% rep adoption (vs. ~30% for most sales tools) • 2+ hours saved per rep, per day • Positive ROI in about 4 months — with value on day one Mixmax fits sales teams that live in Gmail or Outlook and run on a real CRM — from founders sending their first sequences to revenue teams standardizing follow-up across every rep. Start free with email tracking, scheduling, and templates, then add Copilots for your inbox, meetings, and outbound as your team grows.

**Average Rating:** 4.6/5.0

**Total Reviews:** 1,438

#### How Do G2 Users Rate Mixmax?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10)
- **Workflow Performance:** 8.8/10 (Category avg: 8.6/10)
- **Workflow Management:** 8.8/10 (Category avg: 8.8/10)
- **Other Outreach Options :** 8.2/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Mixmax?

- **Seller:** [Mixmax](https://www.g2.com/sellers/mixmax)
- **Company Website:** mixmax.com
- **Year Founded:** 2014
- **HQ Location:** San Francisco, CA
- **Twitter:** @Mixmax  
4,233 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fea27ad42b8008fb5ba2cfbc1362455d9cfd79cc13a5c3b64c50c75677646cc8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F4813569%2F&secure%5Burl_type%5D=linkedin_company_website)  
130 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Customer Success Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 53% Small, 43% Medium

#### What Do G2 Reviewers Say About Mixmax?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **effective email tracking** capabilities of Mixmax, enhancing their outreach and campaign performance significantly.
- Users appreciate the **ease of use** of Mixmax, especially for quick email template creation and integration features.
- Users love that Mixmax offers **time-saving automation** , streamlining outreach and improving efficiency with customizable messages.
- Users love the **versatile features** of Mixmax, enhancing outreach with templates, analytics, and seamless integrations.
- Users appreciate the **helpful features** of Mixmax, enhancing email efficiency and engagement with templates and analytics.

##### Cons

- Users feel that the **missing features** in Mixmax limit functionality, particularly in the standard version.
- Users find it limiting that Mixmax only allows sending emails from **one sender** , complicating team communication.
- Users feel that Mixmax has **limited features** , wishing for improved functionality like sending emails from multiple accounts.
- Users find Mixmax to be **pricey** for its features, especially when relying mainly on email functions.
- Users find the **learning curve steep** due to difficult tutorials and complex feature navigation in Mixmax.

#### What Are Recent G2 Reviews of Mixmax?

**["Reminders and Sequences Keep My Follow-Ups Effortless and Fast"](https://www.g2.com/survey_responses/mixmax-review-12736253)**

**Rating:** 5.0/5.0 stars

_— Scott C._

[Read full review](https://www.g2.com/survey_responses/mixmax-review-12736253)

**["Excellent Tracking, Reminders, and Sequences That Streamline Follow-Ups"](https://www.g2.com/survey_responses/mixmax-review-12781887)**

**Rating:** 5.0/5.0 stars

_— Sylvia T._

[Read full review](https://www.g2.com/survey_responses/mixmax-review-12781887)

#### What Are G2 Users Discussing About Mixmax?

- [What is Mixmax used for?](https://www.g2.com/discussions/what-is-mixmax-used-for) - 2 comments
- [How do I install Mixmax?](https://www.g2.com/discussions/how-do-i-install-mixmax) - 1 comment
- [Does Mixmax work with Outlook?](https://www.g2.com/discussions/does-mixmax-work-with-outlook) - 1 comment
- [What is Mixmax app?](https://www.g2.com/discussions/what-is-mixmax-app) - 2 comments
- [How much does Mixmax cost?](https://www.g2.com/discussions/how-much-does-mixmax-cost) - 1 comment

### [Freshsales](https://www.g2.com/products/freshsales/reviews)

Freshsales is an easy-to-use, AI-powered sales CRM software. Trusted by 65,000+ businesses worldwide, Freshsales CRM helps sales teams attract quality leads, engage in contextual conversations, grow sales pipeline, boost conversions, and power productivity. Freshsales CRM provides a 360-degree view of contacts and accounts to empower sales teams with context to sell better. Sellers can manage sales pipelines to visualize deal progress and define and track sales targets. Sales teams can effortlessly engage with prospects and customers with the built-in phone, email, and chat capabilities. Advanced automation features like workflows and sales sequences boost sales productivity and ensure better prospecting. Freddy AI in Freshsales helps sellers draft contextual sales emails, receive actionable deal insights, and never miss out on revenue opportunities.

**Average Rating:** 4.5/5.0

**Total Reviews:** 1,198

#### How Do G2 Users Rate Freshsales?

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.2/10)
- **Workflow Performance:** 8.9/10 (Category avg: 8.6/10)
- **Workflow Management:** 8.9/10 (Category avg: 8.8/10)
- **Other Outreach Options :** 8.7/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Freshsales?

- **Seller:** [Freshworks](https://www.g2.com/sellers/freshworks)
- **Year Founded:** 2010
- **HQ Location:** San Mateo, CA
- **Twitter:** @FreshworksInc  
19,020 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5f531480627d021846a1bab97814f28776888079b40b7e07b52045e7d1e35c99&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffreshworks-inc%2F&secure%5Burl_type%5D=linkedin_company_website)  
7,505 employees on LinkedIn®
- **Ownership:** NASDAQ: FRSH

#### Who Uses This Product?

- **Who Uses This:** CEO, Business Development Manager
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 68% Small, 27% Medium

#### What Do G2 Reviewers Say About Freshsales?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Freshsales, finding it user-friendly and intuitive for managing tasks.
- Users love the **user-friendly interface and extensive features** of Freshsales, enhancing their overall experience and efficiency.
- Users find Freshsales to be a **helpful CRM tool** that effectively tracks business development leads and deals.
- Users appreciate the **responsive customer support** of Freshsales, enhancing their experience with seamless onboarding and guidance.
- Users appreciate the **intuitive design** of Freshsales, finding it easy to learn and navigate across devices.

##### Cons

- Users find **missing features** in Freshsales, leading to frustration with reporting, automation, and configuration inconsistencies.
- Users find Freshsales to have **limited features** that hinder workflow management and overall user experience, prompting consideration of alternatives.
- Users find **configuration complexities** and limited reporting capabilities in Freshsales, impacting their overall CRM experience.
- Users find the **learning curve steep** , particularly with reporting and automated workflows in Freshsales.
- Users find the **limited customization** options frustrating, particularly with reporting and adding custom fields.

#### What Are Recent G2 Reviews of Freshsales?

**["Logistics-Friendly CRM Lacks Mature Industry Interoperability"](https://www.g2.com/survey_responses/freshsales-review-12858179)**

**Rating:** 4.5/5.0 stars

_— Vehz H._

[Read full review](https://www.g2.com/survey_responses/freshsales-review-12858179)

**["A Practical CRM for Managing Leads and Customer Interactions"](https://www.g2.com/survey_responses/freshsales-review-12946886)**

**Rating:** 5.0/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/freshsales-review-12946886)

#### What Are G2 Users Discussing About Freshsales?

- [What is Freshsales used for?](https://www.g2.com/discussions/what-is-freshsales-used-for) - 2 comments, 1 upvote
- [What are the three benefits of CRM?](https://www.g2.com/discussions/freshsales-what-are-the-three-benefits-of-crm) - 2 comments
- [What is Freshsales CRM?](https://www.g2.com/discussions/what-is-freshsales-crm) - 1 comment
- [What are the major types of CRM?](https://www.g2.com/discussions/what-are-the-major-types-of-crm) - 1 upvote
- [What are the features of CRM software?](https://www.g2.com/discussions/freshsales-what-are-the-features-of-crm-software) - 1 comment

### [InsideSales](https://www.g2.com/products/insidesales/reviews)

Accelerate your company’s revenue with Playbooks from InsideSales, the smartest sales engagement platform. With Playbooks, sales professionals increase productivity, optimize customer interactions, and connect to the right buyers. Playbooks goes beyond a traditional sales auto dialer or sequencer. It doesn’t just help your team do more, it helps them do more of the right things. Reps are provided with additional contacts and recommendations of who, when, and how to reach out—making their efforts more effective. Leadership is provided with valuable insight into their remote sales team to see what’s working and what isn’t.

**Average Rating:** 4.5/5.0

**Total Reviews:** 613

#### How Do G2 Users Rate InsideSales?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10)
- **Workflow Performance:** 9.1/10 (Category avg: 8.6/10)
- **Workflow Management:** 9.1/10 (Category avg: 8.8/10)
- **Other Outreach Options :** 8.8/10 (Category avg: 8.4/10)

#### Who Is the Company Behind InsideSales?

- **Seller:** [InsideSales](https://www.g2.com/sellers/insidesales)
- **Year Founded:** 2012
- **HQ Location:** Austin, TX
- **Twitter:** @InsideSales\_PB  
19,854 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ed17cf00f8d2a441d32892b6c90793dd676ba1383ef7164414af8224e177bfe5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Finsidesales-playbooks%2F&secure%5Burl_type%5D=linkedin_company_website)  
25 employees on LinkedIn®
- **Phone:** (866) 549-0301

#### Who Uses This Product?

- **Who Uses This:** Business Development Representative, Sales Development Representative
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 48% Large, 36% Medium

#### What Are Recent G2 Reviews of InsideSales?

**["this tool made my life so much easier"](https://www.g2.com/survey_responses/insidesales-review-4125642)**

**Rating:** 5.0/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/insidesales-review-4125642)

**["Playbooks is the Winners Tool"](https://www.g2.com/survey_responses/insidesales-review-4250902)**

**Rating:** 4.5/5.0 stars

_— Wendell B._

[Read full review](https://www.g2.com/survey_responses/insidesales-review-4250902)

#### What Are G2 Users Discussing About InsideSales?

- [What is InsideSales used for?](https://www.g2.com/discussions/what-is-insidesales-used-for)

### [Hippo Video](https://www.g2.com/products/hippo-video-hippo-video/reviews)

Hippo Video: Effortless video creation and distribution with AI Hippo Video empowers businesses to create impactful videos at scale, eliminating the need for lengthy recording sessions or complex editing. Our AI-powered platform streamlines the process, allowing you to: Craft professional videos in minutes: Hippo Video offers Text-to-Video, Interactive Human Avatars, and Screen and Webcam recording options to create polished videos quickly. Reach a wider audience: Personalize video experiences with custom backgrounds, CTAs, and multilingual capabilities. Engage viewers globally and cater to diverse preferences. Boost engagement effectiveness: Go beyond static content. Our interactive videos allow viewers to take action with CTAs, forms, polls, and surveys, keeping them captivated throughout. Increase efficiency: Automate video production, repurpose existing content (blogs, documents, presentations) into engaging formats, and free up your team's valuable time. Empower your Teams Across Departments: Boost GTM impact: Create impactful video emails, explainers, and demos to elevate your sales & marketing strategy. Enhance L&D: Develop engaging and interactive training videos for a more effective learning experience. Improve customer service: Build a comprehensive video library with FAQs, KB articles, and product demos, reducing the support workload. Personalize outreach at scale: Craft personalized videos for a wider audience using AI-powered templates, fostering deeper connections. Empower developers: Integrate video capabilities into your existing platform with the Hippo Video SDK. Ready to transform your video communication strategy? Sign up for a free trial today to experience Hippo Video firsthand: https://bit.ly/44ykshg

**Average Rating:** 4.5/5.0

**Total Reviews:** 734

#### How Do G2 Users Rate Hippo Video?

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.2/10)
- **Workflow Performance:** 8.4/10 (Category avg: 8.6/10)
- **Workflow Management:** 8.3/10 (Category avg: 8.8/10)
- **Other Outreach Options :** 8.2/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Hippo Video?

- **Seller:** [Hippo Video](https://www.g2.com/sellers/hippo-video)
- **Year Founded:** 2016
- **HQ Location:** Newark, Delaware
- **Twitter:** @thehippovideo  
454 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3b38796168485ea8452058ce3b4cdaadb16cc8241cfd205b877bbd02be9850c5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Flyceumhippo%2F&secure%5Burl_type%5D=linkedin_company_website)  
68 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, CEO
- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 77% Small, 17% Medium

#### What Do G2 Reviewers Say About Hippo Video?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Hippo Video, praising its integration with Salesforce and affordability.
- Users appreciate the **access ease** of Hippo Video, highlighting its affordability and seamless Salesforce integration.
- Users appreciate the **affordability** of Hippo Video, enjoying its effective tools and seamless integration with Salesforce.
- Users value the **easy integration with Salesforce** provided by Hippo Video, enhancing overall functionality and user experience.
- Users appreciate the **affordability** of Hippo Video, enjoying seamless integration and ease of use with Salesforce.

##### Cons

- Users find the **UI clunky and slow** , detracting from an otherwise functional experience with Hippo Video.
- Users report a **slow loading** experience with Hippo Video, impacting the efficiency of their workflow.
- Users find the **slow performance** of Hippo Video frustrating, impacting their overall experience with the platform.
- Users find the **UI clunkiness and slowness** hampers their experience with Hippo Video, impacting usability.
- Users find the **usability issues** with Hippo Video's clunky UI and slow performance frustrating.

#### What Are Recent G2 Reviews of Hippo Video?

**["Simple All-in-One Video Creation with a Fantastic Teleprompter"](https://www.g2.com/survey_responses/hippo-video-review-12716450)**

**Rating:** 5.0/5.0 stars

_— Kaprice D._

[Read full review](https://www.g2.com/survey_responses/hippo-video-review-12716450)

**["Amazing Software"](https://www.g2.com/survey_responses/hippo-video-review-5398868)**

**Rating:** 4.0/5.0 stars

_— Stecy D._

[Read full review](https://www.g2.com/survey_responses/hippo-video-review-5398868)

#### What Are G2 Users Discussing About Hippo Video?

- [How do I make a video recording?](https://www.g2.com/discussions/how-do-i-make-a-video-recording) - 1 comment
- [How do I download a hippo video?](https://www.g2.com/discussions/how-do-i-download-a-hippo-video) - 1 comment
- [How do you use Hippo video?](https://www.g2.com/discussions/how-do-you-use-hippo-video) - 2 comments
- [How much does hippo video cost?](https://www.g2.com/discussions/how-much-does-hippo-video-cost) - 1 comment

### [Cirrus Insight](https://www.g2.com/products/cirrus-insight/reviews)

From CRM hygiene to AI-orchestrated selling, Cirrus is uniquely positioned to fuel your end-to-end sales engine. For over a decade, we’ve been listening, logging, and capturing the relationship history inside Gmail, Outlook, and Salesforce, so your CRM has the clean, complete data it needs to work. Cirrus automates pipeline creation, actively manages deals, and equips every meeting with prep and follow-up without pulling reps out of their inbox. The result is a sales organization that’s proactive instead of reactive: calendars stay full, buyer committees stay engaged, and forecasts reflect reality. Whether you’re an admin, sales leader, rep, or advisor, Cirrus keeps the GTM motion aligned and your CRM pristine, so you can predict, prioritize, and win faster. What Cirrus does best: Build Pipeline: Intelligent scheduling and instant lead routing/assignment to keep calendars full and funnels fresh. Manage Pipeline: Always-on CRM hygiene, a pipeline health view, process guidance, buyer-committee mapping, and real-time engagement signals so no deal goes dark. Win Every Meeting: Automated pre-meeting briefs, live coaching and nudges and proposals/ROI builders for momentum in every interaction. Sell Smarter: Analytics and forecasting powered by trustworthy data, plus relationship and deal intelligence that surface what truly drives revenue. Teams choose Cirrus because we have Salesforce data you can trust, AI that actually performs because it’s trained on clean historical context, and inbox-native workflows for Gmail and Outlook that reps love and adopt.

**Average Rating:** 4.2/5.0

**Total Reviews:** 1,467

#### How Do G2 Users Rate Cirrus Insight?

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.2/10)
- **Workflow Performance:** 8.0/10 (Category avg: 8.6/10)
- **Workflow Management:** 8.3/10 (Category avg: 8.8/10)
- **Other Outreach Options :** 7.5/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Cirrus Insight?

- **Seller:** [Cirrus Insight](https://www.g2.com/sellers/cirrus-insight)
- **Company Website:** www.cirrusinsight.com
- **Year Founded:** 2011
- **HQ Location:** Irvine, CA
- **Twitter:** @cirrusinsight  
3,188 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a580632dd1231d7d655f633d6055a22252502c5fc8614dfb9edf3c83328649da&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2377476%2F&secure%5Burl_type%5D=linkedin_company_website)  
36 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Account Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 46% Medium, 37% Small

#### What Do G2 Reviewers Say About Cirrus Insight?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **sophisticated Salesforce integration** of Cirrus Insight, enhancing CRM adoption and simplifying workflow.
- Users value the **seamless calendar scheduling** of Cirrus Insight, enhancing their efficiency and productivity in managing sales.
- Users value the **seamless integrations** of Cirrus Insight with Outlook and Gmail, enhancing CRM functionality and user experience.
- Users highlight the **ease of use** of Cirrus Insight, finding it user-friendly for syncing data with Salesforce.
- Users praise the **convenience of calendar sync** in Cirrus Insight, enhancing efficiency and streamlining appointment management.

##### Cons

- Users desire **missing features** like better admin controls and event customization options in Cirrus Insight.
- Users find the **learning curve challenging** , needing extra effort to adapt and navigate through the settings effectively.
- Users find Cirrus Insight's setup to be **not intuitive** , requiring excessive customer support and complicating the experience.
- Users express dissatisfaction with **poor customer support** , citing lack of responsiveness and inconvenient cancellation processes.
- Users express frustration with the **slow loading** times, particularly during initial setup and sync processes.

#### What Are Recent G2 Reviews of Cirrus Insight?

**["Excellent Cirrus Insight Team Support Managers"](https://www.g2.com/survey_responses/cirrus-insight-review-12733409)**

**Rating:** 4.5/5.0 stars

_— Verified User in Higher Education_

[Read full review](https://www.g2.com/survey_responses/cirrus-insight-review-12733409)

**["Cirrus Insight"](https://www.g2.com/survey_responses/cirrus-insight-review-8037804)**

**Rating:** 5.0/5.0 stars

_— Christy S._

[Read full review](https://www.g2.com/survey_responses/cirrus-insight-review-8037804)

#### What Are G2 Users Discussing About Cirrus Insight?

- [Can someone help me understand how to sync Cirrus Insight with my CRM for tracking customer interactions?](https://www.g2.com/discussions/can-someone-help-me-understand-how-to-sync-cirrus-insight-with-my-crm-for-tracking-customer-interactions)
- [What is Cirrus Insight used for?](https://www.g2.com/discussions/what-is-cirrus-insight-used-for)

### [Bigtincan Engagement](https://www.g2.com/products/bigtincan-engagement/reviews)

We aspire to make every customer interaction successful. Every email, every meeting, and every presentation should provide value and lead buyers to the best decision. Bigtincan Engagement (formerly Clearslide) provides a complete Sales Engagement solution that combines content management, integrated communications, engagement analytics, conversation intelligence, AI-powered meeting automation, and guided selling to power dynamic conversations with buyers. Bigtincan Engagement is designed to enhance sales effectiveness by addressing common challenges faced by sales teams. It aims to increase active selling time, optimize sales interactions, and provide better visibility into buyer needs. Key features include: Centralized Content Management: Sellers can access a variety of content from multiple systems, ensuring they have the most up-to-date materials. Real-Time Buyer Engagement: The platform allows for immediate reactions to engaged buyers through notifications and automates email outreach to focus on active opportunities. Personalized Experiences: Engagement Hub enables the creation of personalized microsites for buyers, allowing sellers to tailor content and interactions based on buyer interests and needs. Analytics and Insights: The platform provides detailed engagement insights, helping sellers understand how buyers interact with shared content, which can uncover hidden needs. Conversation Intelligence: This feature transcribes and analyzes sales calls, providing feedback on tone and articulation, which aids in self-coaching for sales reps. These capabilities are designed to empower sales teams to create engaging, measurable buyer experiences that drive sales success. Bigtincan Engagement customers report: 10%-20% increase in closed deals 25% decrease in time to on-board new reps 50%-80% reduction in selling costs

**Average Rating:** 4.1/5.0

**Total Reviews:** 575

#### How Do G2 Users Rate Bigtincan Engagement?

- **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 9.2/10)
- **Workflow Performance:** 8.8/10 (Category avg: 8.6/10)
- **Workflow Management:** 8.7/10 (Category avg: 8.8/10)
- **Other Outreach Options :** 8.8/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Bigtincan Engagement?

- **Seller:** [Bigtincan](https://www.g2.com/sellers/bigtincan)
- **Year Founded:** 2011
- **HQ Location:** Waltham, MA
- **Twitter:** @bigtincan  
2,236 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d6101a7852044139eac86ad30a910093300fd4be7ade16608b4bfad1ebe10422&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbigtincan&secure%5Burl_type%5D=linkedin_company_website)  
184 employees on LinkedIn®
- **Phone:** 781-405-2376

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Account Manager
- **Top Industries:** Computer Software, Internet
- **Company Size:** 55% Medium, 28% Large

#### What Are Recent G2 Reviews of Bigtincan Engagement?

**["Very good tool."](https://www.g2.com/survey_responses/bigtincan-engagement-review-9428024)**

**Rating:** 5.0/5.0 stars

_— Nicolo F. V._

[Read full review](https://www.g2.com/survey_responses/bigtincan-engagement-review-9428024)

**["ClearSlide: Real-time A/V/W Conferencing GOAT & BOAT of All Times"](https://www.g2.com/survey_responses/bigtincan-engagement-review-7770942)**

**Rating:** 4.5/5.0 stars

_— Divya N._

[Read full review](https://www.g2.com/survey_responses/bigtincan-engagement-review-7770942)

#### What Are G2 Users Discussing About Bigtincan Engagement?

- [What is ClearSlide used for?](https://www.g2.com/discussions/what-is-clearslide-used-for)
- [What is SalesDirector.ai used for?](https://www.g2.com/discussions/what-is-salesdirector-ai-used-for)

Spotlight Categories

[Professional Services Automation Software](https://www.g2.com/categories/professional-services-automation)

[Field Service Management Software](https://www.g2.com/categories/field-service-management)

[Network Monitoring Software](https://www.g2.com/categories/network-monitoring)

[Job Search Sites](https://www.g2.com/categories/job-search-sites)

[Low-Code Development Platforms](https://www.g2.com/categories/low-code-development-platforms)

Similar Categories

- [AI Sales Roleplay Tools](/categories/ai-sales-roleplay-tools)
- [Conversation Intelligence](/categories/conversation-intelligence)
- [Digital Sales Room](/categories/digital-sales-room)
- [Email Tracking](/categories/email-tracking)

- [Lead-to-Account Matching and Routing](/categories/lead-to-account-matching-and-routing)
- [Outbound Call Tracking](/categories/outbound-call-tracking)
- [Sales Coaching](/categories/sales-coaching)
- [Sales Enablement](/categories/sales-enablement)

- [Salesforce CRM Document Generation](/categories/salesforce-crm-document-generation)
- [Sales Performance Management](/categories/sales-performance-management)
- [Sales Planning](/categories/sales-planning)
- [Sales Training and Onboarding](/categories/sales-training-and-onboarding)

[Browse Sales Engagement Themes](/categories/sales-engagement/themes)

Benefits of Sales Engagement Software with Sales Coaching and Insights capabilities include: Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints.

Below are the top-rated Sales Engagement Software with Sales Coaching and Insights capabilities, as verified by G2’s Research team. Real users have identified Sales Coaching and Insights as an important function of Sales Engagement Software. Compare different products that offer this feature so you can decide which is best for your business needs.

Top Tools at a Glance

| 

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Multi-touch outreach sequencing with centralized pipeline visibility

 | 

User Review

"Highly Customisable, but Easy to Underutilise Without Training"

 |
| 

 | 

Salesforce-native autonomous SDR and pipeline engagement

 | 

User Review

"Agentforce Sales Delivers Clear Lead Visibility and Smoother Marketing-to-Sales Handoff"

 |
| 

 | 

B2B prospecting-to-sequence outreach consolidation

 | 

User Review

"Sales Development Representative"

 |
| 

 | 

Intent-driven outbound prospecting with CRM-integrated contact data

 | 

User Review

"Efficient Sales Prospecting, Needs UI Improvement"

 |
| 

 | 

Multichannel sequences with native email deliverability

 | 

User Review

"Ease of use, fun and effiency... I love it"

 |
| 

 | 

Call recording with AI-powered sales coaching

 | 

User Review

"Brilliant AI, Extremely Intuitive Platform"

 |
| 

 | 

Multi-inbox cold outreach with automated warm-up

 | 

User Review

"Perfect Balance: Easy Beginner-Friendly Setup, and Warmup That Allows Campaigns To Go Live Fast"

 |
| 

 | 

High-velocity outbound calling with unified multi-channel sequencing

 | 

User Review

"Easy Setup, Seamless Email Integration, and Responsive Support"

 |

* * *

Show More

* * *

## How Do You Choose the Right Sales Engagement Software?

### What You Should Know About Sales Engagement Software

### **Sales Engagement software buying insights at a glance**

[Sales Engagement Software&nbsp;](https://www.g2.com/categories/sales-engagement)helps sales teams manage and enhance interactions with prospects and customers across multichannel touchpoints, such as email, phone, CRM, and content systems. These platforms typically integrate with CRMs, email, calling tools, unified communications, lead management, and more to centralize communication, automate customer outreach, and streamline sales productivity. The highest-rated sales engagement software unified communications lead management solutions are designed to improve workflow and personalize engagement to increase conversion and retention rates.

Most Sales Engagement platforms are priced per user monthly or annually, averaging approximately $71 per user/month when billed annually, or $853/year, with free plans available for small teams and enterprise solutions reaching up to $3,960 per user/year. Based on G2 reviews, sales teams evaluate Sales Engagement Software by comparing CRM integrations, email and call automation, workflow management, reporting capabilities, ease of use, and pricing.

If you’re evaluating Sales Engagement software, consider your organization’s size, sales process complexity, integration needs, pricing transparency, onboarding support, and AI capabilities. Essential questions include:

- How accurate and frequently updated is the contact and company data?
- What onboarding, training, or support resources are included in the subscription?
- What integrations are available with CRMs, dialers, and content tools?
- How customizable are workflows, cadences, and multichannel engagement features?
- Does the platform provide AI assistance for outreach optimization and lead prioritization?

G2’s top-rated Sales Engagement systems currently include Salesforce Sales Cloud, HubSpot Sales Hub, ZoomInfo Sales, Apollo.io, and ActiveCampaign.

### **What is Sales Engagement Software?**

G2 defines [Sales Engagement software](https://www.g2.com/categories/sales-engagement) as a tool designed to help sales teams interact with prospects and customers throughout the buyer’s journey. A typical sales engagement platform enables users to interconnect email, content management systems, phone conversations, CRMs, and other sales tools. This allows them to house all customer data and communication in one central location, making prospecting and engagement with customers more efficient, streamlined, and personal.

Sales Engagement Software, sometimes called Sales Engagement Platform (SEP), works alongside existing Customer Relationship Management (CRM) systems to simplify sales processes, improve productivity, and personalize customer interactions.&nbsp;

The global sales engagement software market is projected to grow from $5.5 billion in 2023 to $12.1 billion by 2030, expanding at a compound annual growth rate (CAGR) of 11.8% during the forecast period. ([Source 1](https://www.verifiedmarketresearch.com/product/sales-engagement-software-market/))

On G2, the Sales Engagement Software category currently features 208 products and has amassed 4,673 verified user reviews in the past 12 months. ([Source 2](https://documentation.g2.com/docs/research-scoring-methodologies))

### What are the top-reviewed Sales Engagement software on G2?

G2 ranks the top sales engagement software using a [proprietary algorithm](https://documentation.g2.com/docs/research-scoring-methodologies) that combines real-user satisfaction scores with product popularity based on review data. Below are the five highest-rated Sales Engagement solutions in this category on G2:

#### [1. Salesforce Sales Cloud](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews)

- Number of Reviews: 3071
- Satisfaction: 99
- Market Presence: 99
- G2 Score: 99

#### [2. HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews)

- Number of Reviews: 3304
- Satisfaction: 97
- Market Presence: 90
- G2 Score: 94

#### [3. ZoomInfo Sales](https://www.g2.com/products/zoominfo-sales/reviews)

- Number of Reviews: 1267
- Satisfaction: 97
- Market Presence: 85
- G2 Score: 91

#### [4. Apollo.io](https://www.g2.com/products/apollo-io/reviews)

- Number of Reviews: 4442
- Satisfaction: 100
- Market Presence: 73
- G2 Score: 86

#### [5. ActiveCampaign](https://www.g2.com/products/activecampaign/reviews)

- Number of Reviews: 3345
- Satisfaction: 96
- Market Presence: 72
- G2 Score: 84

These rankings are determined by combining verified user ratings and publicly available web search popularity data:

- The **Satisfaction Score** measures user satisfaction with software products based on user feedback, review quality, quantity, and recency. It helps buyers easily understand how well a product meets user expectations. ([Source 2](https://documentation.g2.com/docs/research-scoring-methodologies))
- The **Market Presence Score** measures a product's prominence in its market. It combines data from G2 user reviews and external sources, focusing primarily on product-specific factors to reflect real-world popularity and vendor influence. ([Source 2](https://documentation.g2.com/docs/research-scoring-methodologies))
- G2 ranks products using a unique scoring system called the **G2 Score** , calculated from real user reviews, online data, and social signals. These scores make it easier to compare and evaluate different software products within each G2 category. ([Source 2](https://documentation.g2.com/docs/research-scoring-methodologies))

### **Sales Engagement software pricing and cost considerations**

Sales Engagement software pricing considers a variety of strategic, technical, and customer-centric factors when it comes to cost. These factors could include: vendor cost, feature complexity, number of seats (seat-based pricing model), usage limits, deployment, target market, competitive benchmarking, ROI positioning, and contract terms.&nbsp;

Pricing categories typically include:

- Free-tiers (and free trials): Offers basic sales engagement features suitable for small teams, startups, and personal use. Free versions may have limited automation needs.
- Entry-Level and Mid-Market tiers: Features moderate functionality and aims to meet customer needs. Typically follows a per-user or subscription model, catering to growing businesses.
- Enterprise-Level Tiers: Highly customizable, robust platforms with advanced analytics, reporting, support, deployment services, and security compliance for large organizations.

Most sales engagement platforms are priced per user (seat–based) per month, though annual billing is often available at a discount.&nbsp;According to G2 data covering 45 sales engagement products across 126 pricing editions, the average annual license cost is approximately $853, or about $71.08 per user per month when billed annually. While some vendors offer [free versions](https://www.g2.com/categories/sales-engagement/free), premium or enterprise-grade sales engagement solutions can reach up to $3,960 per user per year.

Organizations should evaluate the Total Cost of Ownership (TCO) when investing in sales engagement software, taking into account key expenses such as onboarding and rep enablement, ongoing user training, CRM and third-party tool integrations, and access to premium support services. Additional costs may arise from advanced feature add-ons (e.g., AI automation, predictive analytics), communication usage limits (e.g., call credits or email volume), and customization for enterprise-scale deployments.

### **Types of Sales Engagement Software on G2**

G2 offers a variety of sales engagement software and products based on functionality and focus areas. Here are some key types to consider:

- [AI Sales Assistance](https://www.g2.com/categories/ai-sales-assistant): Utilizes AI technology to enhance sales activities through features like AI-driven insights and automation.
- [CRM](https://www.g2.com/categories/crm) Integration: Integrates with CRM systems to offer a unified view and improve the sales process with seamless data sharing.
- [Email Tracking](https://www.g2.com/categories/email-tracking): Enables email tracking to monitor and analyze how recipients engage with your communications.
- [Lead Intelligence](https://www.g2.com/categories/lead-intelligence): Provides insights about leads to improve targeting and engagement strategies.
- [Outbound Call Tracking](https://www.g2.com/categories/outbound-call-tracking): Helps track and manage outbound calls as part of your sales process.
- [Sales Analytics](https://www.g2.com/categories/sales-analytics): Offers analytical tools to help understand sales metrics, performance, and customer data.

### **Top Sales Engagement Software features rated by G2 reviewers**

Sales engagement software can support a wide range of sales team activities, but not every platform is the same. Depending on your organization and team strategy, it’s important to evaluate the features offered for each software product. Here is a list of top features, according to G2 reviewers:

- Multichannel outreach: Engage prospects through email, phone, SMS, and social media, all from a single platform.
- Email tracking & automation: Automate personalized email cadences, and track opens, clicks, and replies to optimize messaging.
- Sales dialer & voice integration: Call prospects directly from the platform with click-to-dial, call recording, and voicemail drop functionality.
- Calendar integration: Schedule meetings seamlessly by syncing with calendars like Google or Outlook.
- Sales workflows: Create structured sales sequences with task automation and branching logic based on prospect behavior.
- CRM integration: Sync data bi-directionally with CRMs like Salesforce or HubSpot to personalize outreach using real-time insights.
- Lead prioritization & scoring: Rank prospects by likelihood to convert based on firmographic and behavioral data.
- AI recommendations: Use AI to suggest the best time, channel, or message for engaging each prospect based on past interactions.
- Sales coaching & insights: Provide reps with feedback and performance insights to improve messaging, technique, and productivity.
- Performance analytics: Track outreach effectiveness by channel, team member, campaign, and customer segment.
- Content management: Store approved templates, scripts, and assets for consistent, on-brand communication across the sales team.
- Generative AI capabilities: Draft personalized emails or sales messages using AI text generation based on prompts or CRM context.
- Integration capabilities: Connect with sales CRMs, communication tools, and marketing platforms to create a seamless sales tech stack.

### **Top Sales Engagement Software benefits identified by G2 reviewers**

Based on G2 reviewers, there are several benefits when utilizing sales engagement software, which include:

**Ease of Use:** Users frequently highlight that the platforms are intuitive and simple to navigate, reducing onboarding time and improving adoption.

“_It helps your data stick to one place and has great compatibility to be used with various other applications directly (ease of integration). Beyond this, it also ensures that you can create the dashboards as per your requirements. You also get to keep visibility of the deals that are being worked upon by your subordinates._” - [Akshay B, Enterprise Implementation Mgr.](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-10704516)

**High-Quality Data Access:** G2 reviewers value the accuracy, depth, and availability of contact and company data, often mentioning better lead targeting and research.

“_The app team has exceeded our expectations in terms of functionality and onboarding support. The best features of the platform so far include being able to see which companies are visiting key pages on our website, being able to update our existing CRM database, and automating our go-to-market business development strategies. The sales process was top notch (we strive to emulate it ourselves), and the onboarding process helped our team maximize the value from the platform. Even though we are in early days, the preliminary results are impressive with more qualified sales opportunities in our pipeline_.” - [Greg S, CEO.](https://www.g2.com/products/zoominfo-sales/reviews/zoominfo-sales-review-10978988)

**Time Savings:** Automation of outreach, simplified workflows, and quicker access to data streamline daily sales tasks.

“_The built-in meeting scheduler – I use this all the time. It syncs with my Outlook calendar and saves so much time when booking calls. I don’t have to go back and forth on availability anymore. Templates for emails – This was a game-changer for me. I can write a message once, save it, and reuse it with a few tweaks. It’s a huge time-saver, especially when I’m reaching out to a lot of people. Real-time activity feed – I like being able to see who’s opening emails or visiting the site. It gives me a better idea of who’s interested without being too pushy._” - [Avon Y, Marketing Associate.](https://www.g2.com/products/hubspot-sales-hub/reviews/hubspot-sales-hub-review-11036035)

**Sales Outreach Tools:** Sales engagement software emphasizes the strength of outreach features like automated cadences and multichannel touchpoints.

“_This tool provided a much-needed insight into our service market buyer intent search activity and the key decision makers in those organizations. I typically use this program daily, and it is always open in my browser. It integrated well into our Hubspot CRM and Outlook email_.” - [Harry A, National Sales Director.](https://www.g2.com/products/zoominfo-sales/reviews/zoominfo-sales-review-11017063)

### **Top Sales Engagement software challenges identified by G2 reviewers**

While there are several benefits of sales engagement software, users can encounter challenges that can impact usability, effectiveness, and return on investment (ROI). Analyzing thousands of G2 reviews shows persistent challenges, including data reliability issues, UX friction points, feature constraints, and onboarding difficulties. Below, we break down the most frequently reported obstacles:

**1. Data accuracy and reliability issues** : Reviewers often express frustration with outdated or inconsistent contact data, which undermines outreach efforts and affects conversion rates.

- **Questions to ask your Sales Engagement software vendor** : How often is your contact data refreshed and validated? Do you provide transparency into data sources or offer data enrichment capabilities?
- **How to overcome this challenge** : Look for vendors who offer real-time data validation features. Ask about data update frequencies and test sample records for accuracy before committing.

**2. Steep learning curve for advanced users** : Even when some tools offer intuitive interfaces for basic tasks, users frequently mention advanced features or workflow customization requiring time to master.

- **Questions to ask your Sales Engagement software vendor** : What onboarding, training, or certification resources are available? How do you support teams during the implementation phase?&nbsp;
- **How to overcome this challenge:** Select a vendor that offers guided onboarding, help documentation, tutorials, and live support. Consider platforms with role-based UX customization for varying experience levels.

**3. Limited feature flexibility** : Several users report a desire for more customizable workflows or enhanced multichannel features. Rigid systems can restrict how teams engage prospects.

- **Questions to ask your Sales Engagement software vendor** : Can users customize sequences, cadences, or outreach logic? What’s your product roadmap for expanding multichannel capabilities?
- **How to overcome this challenge:** Look for sales engagement software that often announces frequent feature releases or transparent timelines. Ask about community-driven updates or custom development options for enterprise clients.

**4. Inconsistent performance and occasional bugs** : Some reviewers mention platform slowdowns, glitches, or UX quirks that disrupt daily productivity, particularly with large data sets or integrations.

- **Questions to ask your Sales Engagement software vendor** : What uptime do you guarantee, and how are performance issues resolved? Can you share recent improvements or bug-fix logs?
- **How to overcome this challenge:** Evaluate platforms through trials and request SLAs. Favor vendors with dedicated success teams and visible issue-tracking or changelogs.

**5. Integration complexity or limitations** : While sales engagement platforms aim to be the center of outreach operations, CRM and tool integration challenges are a common complaint among G2 reviewers.

- **Questions to ask your Sales Engagement software vendor** : What integrations are native, and which require third-party connectors? Do you support custom integrations or offer technical implementation help?
- **How to overcome this challenge:** Seek platforms with app integrations to your core CRM, email, and dialer stack. Clarify whether support is available for integration setup or troubleshooting.

### **What is Sales Engagement software used for?**

Based on thousands of G2 reviews, sales engagement software is primarily used for lead discovery, automating personalized outreach, enhancing lead quality, and improving overall sales productivity. Here is a detailed breakdown of these uses:

- **Lead discovery:** Users rely on sales engagement tools to identify and find potential customers. Platforms often provide verified contact data and company insights, helping sales teams build targeted lists of high-quality leads.
- **Automated outreach and sequencing:** Sales reps frequently use these platforms to create multistep outreach sequences that span email, phone, LinkedIn, and SMS.&nbsp;
- **Time-saving and productivity gains:** Reviewers highlight the significant time savings from automated tasks, scheduled cadences, and centralized dashboards. This allows teams to focus more on selling and less on administrative work.
- **Data insights:** Users value the ability to access real-time information about buyer behavior, account intent signals, and contact activity within the same platform.
- **Improving outreach quality and conversion:** By using engagement analytics (e.g., open rates, reply rates, call connects), teams can test messaging, optimize cadences, and increase the likelihood of securing meetings and moving deals forward.

### **Who uses Sales Engagement software?**

There are a variety of job roles for which sales engagement software is used. Analyzing G2 reviewer demographics, typical users include CEOs, owners, founders, account executives, directors, and managers. Common industries where this software has been used include computer software, IT services, marketing and advertising, financial services, and staffing/recruiting services.

### Highest Rated Sales Engagement Software for Unified Communications and Lead Management

The highest rated sales engagement software unified communications lead management tools help sales teams manage outreach, lead activity, calling, CRM updates, pipeline visibility, and customer communication in one place. Based on G2 reviews, these tools are recognized for lead tracking, CRM integration, multichannel engagement, workflow automation, and sales productivity:

- [**HubSpot Sales Hub**](https://www.g2.com/products/hubspot-sales-hub/reviews) **:** Centralizes sales engagement, CRM activity, lead management, email tracking, calling, pipeline updates, and automation. It is a strong fit for teams that want sales outreach and customer communication managed from one connected system.
- [**Apollo.io**](https://www.g2.com/products/apollo-io/reviews) **:** Supports lead management, contact discovery, email outreach, calling, CRM syncing, and outbound prospecting. It is well-suited for sales teams that need both engagement tools and prospect data in one platform.
- [**Nooks**](https://www.g2.com/products/nooks/reviews) **:** Helps teams improve sales communication through calling workflows, AI dialers, coaching, and prospect engagement. It is a strong option for outbound teams that rely heavily on live conversations and coordinated sales activity.

### Best Sales Engagement Software for Multi-Channel Leads

The best sales engagement software for multi-channel leads helps teams reach prospects across email, phone, LinkedIn, sequences, CRM workflows, and automated follow-ups. Based on G2 reviews, these tools are recognized for multichannel outreach, campaign tracking, prospect engagement, and workflow efficiency:

- [**lemlist**](https://www.g2.com/products/lemlist/reviews) **:** Supports personalized email outreach, LinkedIn touches, campaign tracking, sequences, and lead engagement workflows. It is a strong fit for teams focused on scalable outbound campaigns across multiple channels.
- [Apollo.io](https://www.g2.com/products/apollo-io/reviews) **:** Combines prospect data, email sequencing, calling, lead lists, and CRM integrations. It is well-suited for sales teams that want to source, contact, and manage leads from one platform.
- [**Instantly**](https://www.g2.com/products/instantly/reviews) **:** Helps teams run email outreach campaigns, manage lead lists, automate follow-ups, and scale outbound prospecting. It is a strong option for teams that prioritize fast campaign setup and email-led engagement.

### Sales Engagement Software With Reliable Calling Systems, According to User Reviews

Sales engagement software with reliable calling systems helps outbound teams manage calls, dialers, follow-ups, call tracking, coaching, and prospect conversations more efficiently. Based on G2 reviews, these tools are recognized for calling workflows, dialer performance, call visibility, and sales productivity:

- [Nooks](https://www.g2.com/products/nooks/reviews) **:** Offers AI-powered calling workflows, parallel dialing, call coaching, and outbound productivity tools. It is a strong fit for sales teams that depend on high-volume calling and live prospect conversations.
- [**Vanillasoft**](https://www.g2.com/products/vanillasoft/reviews) **:** Supports call prioritization, lead routing, cadence management, and inside sales calling workflows. It is well-suited for teams that need structured calling processes and consistent follow-up.
- [**Close**](https://www.g2.com/products/close/reviews) **:** Combines calling, SMS, email, CRM, pipeline management, and sales automation. It is a strong option for teams that want calling and deal management in one sales engagement platform.

### Largest B2B Lead Database: Sales Engagement Platforms for Outbound Prospecting

Sales engagement platforms with large B2B lead databases help sales teams find verified contacts, enrich lead lists, access emails and direct dials, and launch outbound campaigns faster. Based on G2 reviews, these tools are recognized for prospecting data, contact accuracy, lead enrichment, outbound workflows, and campaign execution:

- [Apollo.io](https://www.g2.com/products/apollo-io/reviews) **:** Provides a large B2B contact database, verified emails, direct dials, lead filters, sequencing, and CRM integrations. It is a strong fit for outbound teams that need prospecting data and engagement tools together.
- [**GTM Workspace - Powered by ZoomInfo**](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/reviews) **:** Offers company intelligence, contact data, buyer insights, and go-to-market prospecting capabilities. It is well-suited for teams that need broad B2B data coverage and targeted outbound planning.
- [**Clodura.AI**](https://www.g2.com/products/clodura-ai/reviews) **:** Supports B2B lead discovery, verified emails, direct dials, intent signals, and prospecting workflows. It is a strong option for teams looking to identify high-intent leads and improve outbound targeting.

### Sales Engagement Platforms With Multi-Channel Outreach for Small Sales Teams

Sales engagement platforms with multi-channel outreach for small sales teams help lean teams automate follow-ups, manage lead activity, personalize outreach, and reach prospects across email, phone, LinkedIn, and CRM workflows. Based on G2 reviews, these tools are recognized for ease of use, automation, campaign management, CRM visibility, and scalable outreach:

- [**lemlist**](https://www.g2.com/products/lemlist/reviews) **:** Helps small teams manage personalized outbound campaigns across email and LinkedIn with automated sequences and tracking. It is a strong fit for lean sales teams that need scalable outreach without complex setup.
- [**HubSpot Sales Hub**](https://www.g2.com/products/hubspot-sales-hub/reviews) **:** Combines CRM, email tracking, calling, pipeline management, automation, and reporting in one system. It is well-suited for small teams that want a simple, centralized sales engagement workflow.
- [**Smartlead**](https://www.g2.com/products/smartlead/reviews) **:** Supports email outreach, campaign automation, inbox management, and lead follow-up workflows. It is a strong option for small outbound teams that need to scale email engagement efficiently.

### **Common Sales Engagement software integrations**

We analyzed extensive user-review data to identify common software categories users frequently integrate with sales engagement software:

- **Customer Relationship Management (**[CRM](https://www.g2.com/categories/crm)**) systems**: These are the most essential integrations for sales engagement tools, enabling two-way sync between outreach activity and customer records.
- **Email and Calendar Platforms** : Sales Engagement integration with [email](https://www.g2.com/categories/email) and [calendars](https://www.g2.com/categories/calendar-software) is crucial for automating and scheduling meetings with customers.
- **Dialers and** [VoIP Tools](https://www.g2.com/categories/voip-providers?): Some platforms can integrate with native dialers and Voice over Internet Protocol (VoIP) features to sync call logs, recordings, and call outcomes.
- **Sales Intelligence and** [Data Providers](https://www.g2.com/categories/web-data-providers): These integrations allow users to enrich contact data and access buyer insights without switching platforms.
- **Document & Content Management Tools** : Some sales engagement platforms integrate with [content management systems](https://www.g2.com/categories/content-management) to include sales collateral in sequences or track content engagement.
- [Marketing Automation Platforms](https://www.g2.com/categories/marketing-automation): These integrations help unify the sales and marketing funnel, especially for lead handoffs and lifecycle tracking.

### **Future of Sales Engagement Software**

**Real-Time AI Assistance in Sales Interactions** : Companies are deploying AI assistants to support sales representatives during live customer interactions. These assistants provide real-time information and suggestions, improving response times and enabling reps to focus more on consultative selling.

**Integration of Buyer Intent Data** : Modern sales engagement tools are incorporating buyer intent signals to identify and prioritize prospects who are actively researching relevant products or services. This integration enables sales teams to engage with potential customers at the optimal time, enhancing conversion rates.

**Consolidation of Sales Tech Tools** : There's a growing trend towards unifying various sales tools into comprehensive platforms that offer functionalities like revenue operations, conversation intelligence, and predictive analytics. ([Source 3](https://research.g2.com/insights/salestech-trends-2024))

### Sources

1. [Verified Market Research. _Sales Engagement Platform Market Size And Forecast_ (2023–2030).](https://www.verifiedmarketresearch.com/product/sales-engagement-software-market/)
2. **G2 reviews data:** G2 reviews are sourced from verified software users and factor in satisfaction ratings, market presence, and real-time popularity data. Rankings in this guide are based on an analysis of G2 user reviews published within the last 12 months. For more details, read [G2’s full scoring methodology](https://documentation.g2.com/docs/research-scoring-methodologies) **.**
3. [**2024 Trends: Consolidation in SalesTech to Drive Sales Execution**](https://research.g2.com/insights/salestech-trends-2024)