Best Sales Engagement Software

Julie Jung
JJ
Researched and written by Julie Jung

Sales engagement software streamlines the sales process through integrations with sales communication channels and tools, management of sales messaging and materials, and automation of tasks, messages and workflows. This software enables companies to combine their sales and marketing efforts to create personalized and automated sales journeys; these can include emails, calls, social posts, meetings, and text messages.

By standardizing both messaging and the overall sales experience, teams can report on the effectiveness of specific messaging and tactics while also reducing administrative tasks for sales representatives. Sales engagement software will integrate with existing sales solutions, such as a team’s CRM software, email software, email tracking software, outbound call tracking software, sales intelligence software or lead intelligence providers, and sales enablement software for content management, among others.

To qualify for inclusion in the Sales Engagement category, a product must:

Be a sales-facing product meant for daily use by sales representatives
Integrate sales communication channels (email, calls, social, etc.) within one cohesive platform
Manage standardized sales content such as email templates, call scripts, presentations, social posts, and other marketing materials
Automate multichannel communication sequences and workflows
Provide analytics or insights into sales performance

Best Sales Engagement Software At A Glance

Leader:
Salesforce Sales Cloud
Salesforce Sales Cloud
Highest Performer:
FlashIntel
FlashIntel
Best Contender:
Outreach
Outreach
Most Niche:
Sopro
Sopro
Most Trending:
Instantly
Instantly
Show LessShow More
Best Contender:
Outreach
Outreach
Most Niche:
Sopro
Sopro
Most Trending:
Instantly
Instantly

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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200 Listings in Sales Engagement Available
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Salesforce Sales Cloud
(23,244)4.4 out of 5
Optimized for quick response
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DealsSpecial offer!
25% off: Starting at $18.75/user/month
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Accelerate revenue from pipeline to paycheck with Salesforce Sales Cloud - your complete growth platform that brings together the power of humans with agents at every step of the sales cycle. Boost pr

    Users
    • Account Executive
    • Account Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 46% Mid-Market
    • 34% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Salesforce Sales Cloud is a CRM software that centralizes customer and lead information, automates tasks, and provides reporting tools for sales teams.
    • Reviewers appreciate the platform's ability to integrate with other software, its automation capabilities, and the comprehensive view it provides of customer interactions and sales leads.
    • Users reported issues with the platform's complexity, particularly in terms of customization, as well as unresponsive customer service and a steep learning curve for new users.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Salesforce Sales Cloud Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    4,674
    Features
    3,973
    Lead Management
    2,347
    Customizability
    2,232
    Customization
    2,179
    Cons
    Learning Curve
    2,246
    Missing Features
    1,474
    Expensive
    1,442
    Limitations
    1,410
    Limited Features
    1,329
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Salesforce Sales Cloud features and usability ratings that predict user satisfaction
    8.3
    Has the product been a good partner in doing business?
    Average: 9.0
    8.7
    Workflow Performance
    Average: 8.6
    8.7
    Workflow Management
    Average: 8.6
    8.0
    Other Outreach Options
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Salesforce
    Company Website
    Year Founded
    1999
    HQ Location
    San Francisco, CA
    Twitter
    @salesforce
    584,018 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    78,543 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Accelerate revenue from pipeline to paycheck with Salesforce Sales Cloud - your complete growth platform that brings together the power of humans with agents at every step of the sales cycle. Boost pr

Users
  • Account Executive
  • Account Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 46% Mid-Market
  • 34% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Salesforce Sales Cloud is a CRM software that centralizes customer and lead information, automates tasks, and provides reporting tools for sales teams.
  • Reviewers appreciate the platform's ability to integrate with other software, its automation capabilities, and the comprehensive view it provides of customer interactions and sales leads.
  • Users reported issues with the platform's complexity, particularly in terms of customization, as well as unresponsive customer service and a steep learning curve for new users.
Salesforce Sales Cloud Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
4,674
Features
3,973
Lead Management
2,347
Customizability
2,232
Customization
2,179
Cons
Learning Curve
2,246
Missing Features
1,474
Expensive
1,442
Limitations
1,410
Limited Features
1,329
Salesforce Sales Cloud features and usability ratings that predict user satisfaction
8.3
Has the product been a good partner in doing business?
Average: 9.0
8.7
Workflow Performance
Average: 8.6
8.7
Workflow Management
Average: 8.6
8.0
Other Outreach Options
Average: 8.2
Seller Details
Seller
Salesforce
Company Website
Year Founded
1999
HQ Location
San Francisco, CA
Twitter
@salesforce
584,018 Twitter followers
LinkedIn® Page
www.linkedin.com
78,543 employees on LinkedIn®
HubSpot Sales Hub
(12,269)4.4 out of 5
Optimized for quick response
View top Consulting Services for HubSpot Sales Hub
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DealsSpecial offer!
20% off
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Supercharge your sales process with Sales Hub, a powerful and easy-to-use sales CRM that includes sales engagement tools, configure-price-quote (CPQ) functionality, and robust sales analytics for grow

    Users
    • Account Executive
    • Business Development Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 62% Small-Business
    • 34% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • HubSpot Sales Hub is a customer relationship management tool that allows users to track deals, automate follow-ups, and streamline the sales process.
    • Reviewers like the user-friendly interface, the ability to easily track deals and automate follow-ups, and the seamless integration with other tools they use.
    • Reviewers noted that some of the more advanced features are locked behind higher-tier plans, which can be limiting for smaller businesses, and that some customizations could require a bit of a learning curve.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • HubSpot Sales Hub Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    1,095
    Features
    672
    Helpful
    484
    Intuitive
    455
    Lead Management
    445
    Cons
    Missing Features
    431
    Limited Features
    336
    Learning Curve
    282
    Limited Customization
    191
    Expensive
    190
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • HubSpot Sales Hub features and usability ratings that predict user satisfaction
    8.8
    Has the product been a good partner in doing business?
    Average: 9.0
    8.6
    Workflow Performance
    Average: 8.6
    8.8
    Workflow Management
    Average: 8.6
    8.2
    Other Outreach Options
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    HubSpot
    Company Website
    Year Founded
    2006
    HQ Location
    Cambridge, MA
    Twitter
    @HubSpot
    804,161 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    11,117 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Supercharge your sales process with Sales Hub, a powerful and easy-to-use sales CRM that includes sales engagement tools, configure-price-quote (CPQ) functionality, and robust sales analytics for grow

Users
  • Account Executive
  • Business Development Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 62% Small-Business
  • 34% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • HubSpot Sales Hub is a customer relationship management tool that allows users to track deals, automate follow-ups, and streamline the sales process.
  • Reviewers like the user-friendly interface, the ability to easily track deals and automate follow-ups, and the seamless integration with other tools they use.
  • Reviewers noted that some of the more advanced features are locked behind higher-tier plans, which can be limiting for smaller businesses, and that some customizations could require a bit of a learning curve.
HubSpot Sales Hub Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
1,095
Features
672
Helpful
484
Intuitive
455
Lead Management
445
Cons
Missing Features
431
Limited Features
336
Learning Curve
282
Limited Customization
191
Expensive
190
HubSpot Sales Hub features and usability ratings that predict user satisfaction
8.8
Has the product been a good partner in doing business?
Average: 9.0
8.6
Workflow Performance
Average: 8.6
8.8
Workflow Management
Average: 8.6
8.2
Other Outreach Options
Average: 8.2
Seller Details
Seller
HubSpot
Company Website
Year Founded
2006
HQ Location
Cambridge, MA
Twitter
@HubSpot
804,161 Twitter followers
LinkedIn® Page
www.linkedin.com
11,117 employees on LinkedIn®

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ZoomInfo Sales
(8,693)4.5 out of 5
Optimized for quick response
15th Easiest To Use in Sales Engagement software
View top Consulting Services for ZoomInfo Sales
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    ZoomInfo Sales is the modern go-to-market platform for B2B companies. We have the biggest, most accurate, and most frequently refreshed database of insights, intelligence, and purchasing intent data a

    Users
    • Account Executive
    • Sales Development Representative
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 48% Mid-Market
    • 26% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • ZoomInfo is a sales tool that provides detailed information on prospects, including contact details and company insights, and integrates with various CRM systems.
    • Reviewers like the ease of use, the detailed information provided on companies and contacts, the AI search feature, and the ability to integrate with LinkedIn and CRM systems such as Salesforce and Hubspot.
    • Users experienced issues with outdated data, inaccurate numbers, high costs, and difficulties in managing the credit system across multiple departments.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • ZoomInfo Sales Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Contact Information
    1,351
    Ease of Use
    1,211
    Data Accuracy
    1,101
    Lead Generation
    973
    Features
    915
    Cons
    Inaccurate Data
    706
    Outdated Data
    635
    Outdated Contacts
    594
    Data Inaccuracy
    551
    Outdated Information
    526
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • ZoomInfo Sales features and usability ratings that predict user satisfaction
    8.6
    Has the product been a good partner in doing business?
    Average: 9.0
    8.3
    Workflow Performance
    Average: 8.6
    8.3
    Workflow Management
    Average: 8.6
    8.0
    Other Outreach Options
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    ZoomInfo
    Company Website
    Year Founded
    2000
    HQ Location
    Vancouver, WA
    Twitter
    @ZoomInfo
    23,738 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    4,268 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

ZoomInfo Sales is the modern go-to-market platform for B2B companies. We have the biggest, most accurate, and most frequently refreshed database of insights, intelligence, and purchasing intent data a

Users
  • Account Executive
  • Sales Development Representative
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 48% Mid-Market
  • 26% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • ZoomInfo is a sales tool that provides detailed information on prospects, including contact details and company insights, and integrates with various CRM systems.
  • Reviewers like the ease of use, the detailed information provided on companies and contacts, the AI search feature, and the ability to integrate with LinkedIn and CRM systems such as Salesforce and Hubspot.
  • Users experienced issues with outdated data, inaccurate numbers, high costs, and difficulties in managing the credit system across multiple departments.
ZoomInfo Sales Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Contact Information
1,351
Ease of Use
1,211
Data Accuracy
1,101
Lead Generation
973
Features
915
Cons
Inaccurate Data
706
Outdated Data
635
Outdated Contacts
594
Data Inaccuracy
551
Outdated Information
526
ZoomInfo Sales features and usability ratings that predict user satisfaction
8.6
Has the product been a good partner in doing business?
Average: 9.0
8.3
Workflow Performance
Average: 8.6
8.3
Workflow Management
Average: 8.6
8.0
Other Outreach Options
Average: 8.2
Seller Details
Seller
ZoomInfo
Company Website
Year Founded
2000
HQ Location
Vancouver, WA
Twitter
@ZoomInfo
23,738 Twitter followers
LinkedIn® Page
www.linkedin.com
4,268 employees on LinkedIn®
Apollo.io
(8,400)4.7 out of 5
Optimized for quick response
View top Consulting Services for Apollo.io
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Apollo is an all-in-one sales intelligence platform with tools to help you prospect, engage, and drive more revenue. Sellers and marketers use Apollo to discover more customers in market, connect with

    Users
    • Account Executive
    • Business Development Manager
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 68% Small-Business
    • 28% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Apollo.io is a sales intelligence platform that offers prospect data, sales management and automation tools, sequences, and integration with other platforms.
    • Users like Apollo.io for its robust data-driven lead generation tools, seamless integration with CRM, and the ability to manage leads effectively with automated workflows and sequences.
    • Users mentioned that Apollo.io sometimes provides outdated or inaccurate contact information, the interface can feel overwhelming with too many features, and the free plan is very limited.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Apollo.io Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    2,277
    Helpful
    1,723
    Lead Generation
    1,652
    Features
    1,553
    Contact Information
    1,481
    Cons
    Missing Features
    745
    Inaccurate Data
    542
    Contact Management
    523
    Outdated Contacts
    474
    Inaccuracy
    463
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Apollo.io features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 9.0
    8.7
    Workflow Performance
    Average: 8.6
    8.7
    Workflow Management
    Average: 8.6
    8.6
    Other Outreach Options
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Apollo.io
    Company Website
    Year Founded
    2015
    HQ Location
    San Francisco, CA
    Twitter
    @MeetApollo
    4,554 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,574 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Apollo is an all-in-one sales intelligence platform with tools to help you prospect, engage, and drive more revenue. Sellers and marketers use Apollo to discover more customers in market, connect with

Users
  • Account Executive
  • Business Development Manager
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 68% Small-Business
  • 28% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Apollo.io is a sales intelligence platform that offers prospect data, sales management and automation tools, sequences, and integration with other platforms.
  • Users like Apollo.io for its robust data-driven lead generation tools, seamless integration with CRM, and the ability to manage leads effectively with automated workflows and sequences.
  • Users mentioned that Apollo.io sometimes provides outdated or inaccurate contact information, the interface can feel overwhelming with too many features, and the free plan is very limited.
Apollo.io Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
2,277
Helpful
1,723
Lead Generation
1,652
Features
1,553
Contact Information
1,481
Cons
Missing Features
745
Inaccurate Data
542
Contact Management
523
Outdated Contacts
474
Inaccuracy
463
Apollo.io features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.0
8.7
Workflow Performance
Average: 8.6
8.7
Workflow Management
Average: 8.6
8.6
Other Outreach Options
Average: 8.2
Seller Details
Seller
Apollo.io
Company Website
Year Founded
2015
HQ Location
San Francisco, CA
Twitter
@MeetApollo
4,554 Twitter followers
LinkedIn® Page
www.linkedin.com
1,574 employees on LinkedIn®
ActiveCampaign
(13,844)4.5 out of 5
Optimized for quick response
View top Consulting Services for ActiveCampaign
Save to My Lists
DealsSpecial offer!
15% off
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    ActiveCampaign is your all-in-one solution for creating and automating personalized customer experiences that grow your business + Powerful automations that drive meaningful customer experiences

    Users
    • Owner
    • CEO
    Industries
    • Marketing and Advertising
    • Health, Wellness and Fitness
    Market Segment
    • 92% Small-Business
    • 7% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • ActiveCampaign Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    1,891
    Automation
    1,645
    Automations
    1,361
    Features
    1,269
    Email Marketing
    1,132
    Cons
    Learning Curve
    836
    Missing Features
    683
    Expensive
    568
    Limited Features
    541
    Limitations
    495
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • ActiveCampaign features and usability ratings that predict user satisfaction
    8.8
    Has the product been a good partner in doing business?
    Average: 9.0
    7.5
    Workflow Performance
    Average: 8.6
    7.5
    Workflow Management
    Average: 8.6
    6.7
    Other Outreach Options
    Average: 8.2
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • User Sentiment
    How are these determined?Information
    These insights are written by G2's Market Research team, using actual user reviews for ActiveCampaign, left between February 2022 and May 2022.
    • Reviewers appreciate ActiveCampaign’s advanced automation capabilities and the ease of use regarding the ActiveCampaign’s contact management
    • Reviewers like the product’s robust feature set and particularly value the customer service provided, leading to more tailored features
    • Reviewers value the product’s wide array of integrations, but some have stated a desire for additional native integrations rather than reliance on third-party software
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    ActiveCampaign
    Company Website
    Year Founded
    2003
    HQ Location
    Chicago, IL
    Twitter
    @ActiveCampaign
    13,322 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    853 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

ActiveCampaign is your all-in-one solution for creating and automating personalized customer experiences that grow your business + Powerful automations that drive meaningful customer experiences

Users
  • Owner
  • CEO
Industries
  • Marketing and Advertising
  • Health, Wellness and Fitness
Market Segment
  • 92% Small-Business
  • 7% Mid-Market
ActiveCampaign Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
1,891
Automation
1,645
Automations
1,361
Features
1,269
Email Marketing
1,132
Cons
Learning Curve
836
Missing Features
683
Expensive
568
Limited Features
541
Limitations
495
ActiveCampaign features and usability ratings that predict user satisfaction
8.8
Has the product been a good partner in doing business?
Average: 9.0
7.5
Workflow Performance
Average: 8.6
7.5
Workflow Management
Average: 8.6
6.7
Other Outreach Options
Average: 8.2
User Sentiment
How are these determined?Information
These insights are written by G2's Market Research team, using actual user reviews for ActiveCampaign, left between February 2022 and May 2022.
  • Reviewers appreciate ActiveCampaign’s advanced automation capabilities and the ease of use regarding the ActiveCampaign’s contact management
  • Reviewers like the product’s robust feature set and particularly value the customer service provided, leading to more tailored features
  • Reviewers value the product’s wide array of integrations, but some have stated a desire for additional native integrations rather than reliance on third-party software
Seller Details
Seller
ActiveCampaign
Company Website
Year Founded
2003
HQ Location
Chicago, IL
Twitter
@ActiveCampaign
13,322 Twitter followers
LinkedIn® Page
www.linkedin.com
853 employees on LinkedIn®
Instantly
(3,624)4.8 out of 5
3rd Easiest To Use in Sales Engagement software
View top Consulting Services for Instantly
Save to My Lists
Free trial available
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Instantly turns leads into clients with Automated Outreach, Deliverability Network, Sales Engagement, B2B Lead Database & AI-Powered CRM. Find your leads, create your campaigns, connect your se

    Users
    • Founder
    • CEO
    Industries
    • Marketing and Advertising
    • Computer Software
    Market Segment
    • 97% Small-Business
    • 3% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Instantly is an email marketing tool that provides features such as email account creation, preview settings, campaign management, and email deliverability checks.
    • Reviewers appreciate the ease of use, the ability to create multiple email accounts quickly, the preview setting for checking deliverability, and the continuous addition of new features.
    • Users mentioned limitations in CRM integration, inability to view filtered campaign results, and a significant drop-off from contact to verified contact in the Lead Finder.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Instantly Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    2,474
    Customer Support
    1,821
    Helpful
    1,750
    Features
    1,292
    Simple
    1,082
    Cons
    Missing Features
    509
    Expensive
    500
    Email Management
    324
    Lead Management
    313
    Lead Quality
    279
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Instantly features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 9.0
    8.6
    Workflow Performance
    Average: 8.6
    8.4
    Workflow Management
    Average: 8.6
    7.7
    Other Outreach Options
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Instantly
    Company Website
    Year Founded
    2001
    HQ Location
    Sheridan, US
    LinkedIn® Page
    www.linkedin.com
    106 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Instantly turns leads into clients with Automated Outreach, Deliverability Network, Sales Engagement, B2B Lead Database & AI-Powered CRM. Find your leads, create your campaigns, connect your se

Users
  • Founder
  • CEO
Industries
  • Marketing and Advertising
  • Computer Software
Market Segment
  • 97% Small-Business
  • 3% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Instantly is an email marketing tool that provides features such as email account creation, preview settings, campaign management, and email deliverability checks.
  • Reviewers appreciate the ease of use, the ability to create multiple email accounts quickly, the preview setting for checking deliverability, and the continuous addition of new features.
  • Users mentioned limitations in CRM integration, inability to view filtered campaign results, and a significant drop-off from contact to verified contact in the Lead Finder.
Instantly Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
2,474
Customer Support
1,821
Helpful
1,750
Features
1,292
Simple
1,082
Cons
Missing Features
509
Expensive
500
Email Management
324
Lead Management
313
Lead Quality
279
Instantly features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.0
8.6
Workflow Performance
Average: 8.6
8.4
Workflow Management
Average: 8.6
7.7
Other Outreach Options
Average: 8.2
Seller Details
Seller
Instantly
Company Website
Year Founded
2001
HQ Location
Sheridan, US
LinkedIn® Page
www.linkedin.com
106 employees on LinkedIn®
Salesloft
(4,124)4.5 out of 5
Optimized for quick response
View top Consulting Services for Salesloft
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Salesloft powers durable revenue growth for the world’s most demanding companies. The industry-leading Revenue Orchestration Platform uses purpose-built AI to help market-facing teams prioritize and t

    Users
    • Account Executive
    • Sales Development Representative
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 57% Mid-Market
    • 23% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Salesloft Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    271
    Features
    159
    Helpful
    159
    Automation
    138
    Time-saving
    118
    Cons
    Missing Features
    100
    Call Issues
    68
    Integration Issues
    60
    Limitations
    60
    Email Issues
    57
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Salesloft features and usability ratings that predict user satisfaction
    8.9
    Has the product been a good partner in doing business?
    Average: 9.0
    8.8
    Workflow Performance
    Average: 8.6
    8.8
    Workflow Management
    Average: 8.6
    8.3
    Other Outreach Options
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Salesloft
    Company Website
    Year Founded
    2011
    HQ Location
    Atlanta, GA
    Twitter
    @Salesloft
    18,789 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,253 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Salesloft powers durable revenue growth for the world’s most demanding companies. The industry-leading Revenue Orchestration Platform uses purpose-built AI to help market-facing teams prioritize and t

Users
  • Account Executive
  • Sales Development Representative
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 57% Mid-Market
  • 23% Small-Business
Salesloft Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
271
Features
159
Helpful
159
Automation
138
Time-saving
118
Cons
Missing Features
100
Call Issues
68
Integration Issues
60
Limitations
60
Email Issues
57
Salesloft features and usability ratings that predict user satisfaction
8.9
Has the product been a good partner in doing business?
Average: 9.0
8.8
Workflow Performance
Average: 8.6
8.8
Workflow Management
Average: 8.6
8.3
Other Outreach Options
Average: 8.2
Seller Details
Seller
Salesloft
Company Website
Year Founded
2011
HQ Location
Atlanta, GA
Twitter
@Salesloft
18,789 Twitter followers
LinkedIn® Page
www.linkedin.com
1,253 employees on LinkedIn®
Get a quote
Close
(1,640)4.7 out of 5
Optimized for quick response
5th Easiest To Use in Sales Engagement software
View top Consulting Services for Close
Save to My Lists
DealsSpecial offer!
20% off
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Close is a CRM that helps small, scaling businesses close deals fast. We combine the power of a CRM with built-in communication, automation, coaching and reporting tools to help teams quickly manage,

    Users
    • CEO
    • Founder
    Industries
    • Marketing and Advertising
    • Computer Software
    Market Segment
    • 78% Small-Business
    • 21% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Close is a CRM designed to integrate email, phone, and SMS communication, allowing sales teams to work quickly and efficiently.
    • Reviewers appreciate the intuitive interface, the integrated communication features, and the quick lead entry and update times, which enhance productivity and streamline sales processes.
    • Users mentioned issues with the mobile app crashing, occasional glitches in receiving calls, and a desire for more robust and customizable reporting features.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Close Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    798
    Helpful
    443
    Features
    442
    Intuitive
    374
    Simple
    349
    Cons
    Missing Features
    278
    Call Issues
    195
    Limited Features
    150
    Lead Management
    98
    Limited Options
    95
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Close features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 9.0
    8.7
    Workflow Performance
    Average: 8.6
    8.9
    Workflow Management
    Average: 8.6
    8.6
    Other Outreach Options
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Close
    Company Website
    Year Founded
    2013
    HQ Location
    San Francisco, California
    Twitter
    @Close
    6,436 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    152 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Close is a CRM that helps small, scaling businesses close deals fast. We combine the power of a CRM with built-in communication, automation, coaching and reporting tools to help teams quickly manage,

Users
  • CEO
  • Founder
Industries
  • Marketing and Advertising
  • Computer Software
Market Segment
  • 78% Small-Business
  • 21% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Close is a CRM designed to integrate email, phone, and SMS communication, allowing sales teams to work quickly and efficiently.
  • Reviewers appreciate the intuitive interface, the integrated communication features, and the quick lead entry and update times, which enhance productivity and streamline sales processes.
  • Users mentioned issues with the mobile app crashing, occasional glitches in receiving calls, and a desire for more robust and customizable reporting features.
Close Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
798
Helpful
443
Features
442
Intuitive
374
Simple
349
Cons
Missing Features
278
Call Issues
195
Limited Features
150
Lead Management
98
Limited Options
95
Close features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 9.0
8.7
Workflow Performance
Average: 8.6
8.9
Workflow Management
Average: 8.6
8.6
Other Outreach Options
Average: 8.2
Seller Details
Seller
Close
Company Website
Year Founded
2013
HQ Location
San Francisco, California
Twitter
@Close
6,436 Twitter followers
LinkedIn® Page
www.linkedin.com
152 employees on LinkedIn®
Bigin by Zoho CRM
(499)4.6 out of 5
14th Easiest To Use in Sales Engagement software
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Bigin by Zoho CRM is a simplified customer relationship management (CRM) software designed specifically for small businesses, startups and teams! Trusted by 20,000+ businesses, Bigin helps small busin

    Users
    • CEO
    • Founder
    Industries
    • Information Technology and Services
    • Marketing and Advertising
    Market Segment
    • 89% Small-Business
    • 10% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Bigin by Zoho CRM Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    200
    Simple
    94
    Features
    83
    User Interface
    76
    Intuitive
    75
    Cons
    Missing Features
    86
    Integration Issues
    52
    Limited Features
    47
    Limited Integrations
    44
    Limited Functionality
    36
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Bigin by Zoho CRM features and usability ratings that predict user satisfaction
    8.7
    Has the product been a good partner in doing business?
    Average: 9.0
    8.3
    Workflow Performance
    Average: 8.6
    8.4
    Workflow Management
    Average: 8.6
    8.0
    Other Outreach Options
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Zoho
    Year Founded
    1996
    HQ Location
    Austin, TX
    Twitter
    @Zoho
    103,261 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    24,715 employees on LinkedIn®
    Phone
    +1 (888) 900-9646
Product Description
How are these determined?Information
This description is provided by the seller.

Bigin by Zoho CRM is a simplified customer relationship management (CRM) software designed specifically for small businesses, startups and teams! Trusted by 20,000+ businesses, Bigin helps small busin

Users
  • CEO
  • Founder
Industries
  • Information Technology and Services
  • Marketing and Advertising
Market Segment
  • 89% Small-Business
  • 10% Mid-Market
Bigin by Zoho CRM Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
200
Simple
94
Features
83
User Interface
76
Intuitive
75
Cons
Missing Features
86
Integration Issues
52
Limited Features
47
Limited Integrations
44
Limited Functionality
36
Bigin by Zoho CRM features and usability ratings that predict user satisfaction
8.7
Has the product been a good partner in doing business?
Average: 9.0
8.3
Workflow Performance
Average: 8.6
8.4
Workflow Management
Average: 8.6
8.0
Other Outreach Options
Average: 8.2
Seller Details
Seller
Zoho
Year Founded
1996
HQ Location
Austin, TX
Twitter
@Zoho
103,261 Twitter followers
LinkedIn® Page
www.linkedin.com
24,715 employees on LinkedIn®
Phone
+1 (888) 900-9646
Read Bigin by Zoho CRM Reviews
Clari
(5,432)4.6 out of 5
Optimized for quick response
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Clari's revenue platform improves efficiency, predictability, and growth across the entire revenue process. Clari gives revenue teams total visibility into their business to drive process rigor, align

    Users
    • Account Executive
    • Account Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 47% Mid-Market
    • 41% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Clari is a forecasting and analytics tool that integrates with Salesforce and other platforms to provide insights into sales activities, pipeline management, and revenue forecasting.
    • Reviewers appreciate Clari's user-friendly interface, real-time updates, seamless integration with Salesforce, and its ability to provide clear and dynamic views of sales activities and forecasts.
    • Users mentioned issues with Clari's mobile app, slow loading times, limitations in dashboard customization, and complexities in integration with non-standard tools.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Clari Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    600
    Features
    321
    Helpful
    273
    Salesforce Integration
    216
    Forecasting
    213
    Cons
    Missing Features
    146
    Limitations
    124
    Learning Curve
    107
    Limited Customization
    96
    Salesforce Integration
    88
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Clari features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 9.0
    9.1
    Workflow Performance
    Average: 8.6
    9.1
    Workflow Management
    Average: 8.6
    8.8
    Other Outreach Options
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Clari
    Company Website
    Year Founded
    2012
    HQ Location
    Sunnyvale, CA
    Twitter
    @clarihq
    2,155 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    851 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Clari's revenue platform improves efficiency, predictability, and growth across the entire revenue process. Clari gives revenue teams total visibility into their business to drive process rigor, align

Users
  • Account Executive
  • Account Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 47% Mid-Market
  • 41% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Clari is a forecasting and analytics tool that integrates with Salesforce and other platforms to provide insights into sales activities, pipeline management, and revenue forecasting.
  • Reviewers appreciate Clari's user-friendly interface, real-time updates, seamless integration with Salesforce, and its ability to provide clear and dynamic views of sales activities and forecasts.
  • Users mentioned issues with Clari's mobile app, slow loading times, limitations in dashboard customization, and complexities in integration with non-standard tools.
Clari Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
600
Features
321
Helpful
273
Salesforce Integration
216
Forecasting
213
Cons
Missing Features
146
Limitations
124
Learning Curve
107
Limited Customization
96
Salesforce Integration
88
Clari features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 9.0
9.1
Workflow Performance
Average: 8.6
9.1
Workflow Management
Average: 8.6
8.8
Other Outreach Options
Average: 8.2
Seller Details
Seller
Clari
Company Website
Year Founded
2012
HQ Location
Sunnyvale, CA
Twitter
@clarihq
2,155 Twitter followers
LinkedIn® Page
www.linkedin.com
851 employees on LinkedIn®
Get a quote
Reply
(1,400)4.6 out of 5
11th Easiest To Use in Sales Engagement software
View top Consulting Services for Reply
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Reply is a sales engagement platform that empowers your sales team with AI-powered tools to automate sales outreach, generate leads, and close more deals. From building verified lead lists to crafting

    Users
    • CEO
    • Founder
    Industries
    • Computer Software
    • Marketing and Advertising
    Market Segment
    • 82% Small-Business
    • 16% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Reply.io is a platform that manages outbound communication methods including emails, phone calls, SMS, and LinkedIn, and provides automation and analytics for outreach campaigns.
    • Reviewers like the multichannel capabilities, user-friendly interface, time-saving automation, AI-powered analytics, and the ability to manage and personalize large volumes of outreach.
    • Users experienced issues with the lack of a mobile app for managing SMS inbox, steep cost for small businesses, complexity of advanced features, insufficient tools for working with companies, and occasional bugs.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Reply Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    183
    Customer Support
    158
    Helpful
    144
    Features
    112
    Automation
    94
    Cons
    Missing Features
    54
    Learning Curve
    29
    Limited Features
    25
    Expensive
    22
    Integration Issues
    22
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Reply features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 9.0
    8.6
    Workflow Performance
    Average: 8.6
    8.6
    Workflow Management
    Average: 8.6
    8.3
    Other Outreach Options
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Reply.io
    Year Founded
    2016
    HQ Location
    San Jose, US
    Twitter
    @olegcl
    1,893 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    63 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Reply is a sales engagement platform that empowers your sales team with AI-powered tools to automate sales outreach, generate leads, and close more deals. From building verified lead lists to crafting

Users
  • CEO
  • Founder
Industries
  • Computer Software
  • Marketing and Advertising
Market Segment
  • 82% Small-Business
  • 16% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Reply.io is a platform that manages outbound communication methods including emails, phone calls, SMS, and LinkedIn, and provides automation and analytics for outreach campaigns.
  • Reviewers like the multichannel capabilities, user-friendly interface, time-saving automation, AI-powered analytics, and the ability to manage and personalize large volumes of outreach.
  • Users experienced issues with the lack of a mobile app for managing SMS inbox, steep cost for small businesses, complexity of advanced features, insufficient tools for working with companies, and occasional bugs.
Reply Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
183
Customer Support
158
Helpful
144
Features
112
Automation
94
Cons
Missing Features
54
Learning Curve
29
Limited Features
25
Expensive
22
Integration Issues
22
Reply features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.0
8.6
Workflow Performance
Average: 8.6
8.6
Workflow Management
Average: 8.6
8.3
Other Outreach Options
Average: 8.2
Seller Details
Seller
Reply.io
Year Founded
2016
HQ Location
San Jose, US
Twitter
@olegcl
1,893 Twitter followers
LinkedIn® Page
www.linkedin.com
63 employees on LinkedIn®
Read Reply Reviews
FlashIntel
(661)4.6 out of 5
Optimized for quick response
2nd Easiest To Use in Sales Engagement software
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    FlashIntel is a cutting-edge Agentic AI platform that enhances sales and customer experience (CX) by leveraging autonomous AI agents, omnichannel engagement, and hyper-personalized interactions. Our A

    Users
    • Account Executive
    • Sr. BDR
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 57% Mid-Market
    • 37% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • FlashIntel and FlashRev are platforms that provide prospecting data and automated engagement for sales intelligence and account-based prospecting.
    • Reviewers frequently mention the platforms' AI-driven features, ability to run centralized campaigns, and the provision of precise prospecting data tailored to different markets.
    • Reviewers mentioned that the data needs to be updated frequently, the analytics are not advanced enough, and the intent data could be improved.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • FlashIntel Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    405
    Features
    386
    Helpful
    231
    Lead Generation
    219
    Automation
    181
    Cons
    Outdated Data
    98
    Inaccurate Data
    76
    Expensive
    75
    Outdated Information
    70
    Data Inaccuracy
    67
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • FlashIntel features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 9.0
    9.0
    Workflow Performance
    Average: 8.6
    9.0
    Workflow Management
    Average: 8.6
    9.3
    Other Outreach Options
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    FlashCloud Intelligence Group
    Company Website
    Year Founded
    2022
    HQ Location
    San Francisco, CA
    LinkedIn® Page
    www.linkedin.com
    91 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

FlashIntel is a cutting-edge Agentic AI platform that enhances sales and customer experience (CX) by leveraging autonomous AI agents, omnichannel engagement, and hyper-personalized interactions. Our A

Users
  • Account Executive
  • Sr. BDR
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 57% Mid-Market
  • 37% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • FlashIntel and FlashRev are platforms that provide prospecting data and automated engagement for sales intelligence and account-based prospecting.
  • Reviewers frequently mention the platforms' AI-driven features, ability to run centralized campaigns, and the provision of precise prospecting data tailored to different markets.
  • Reviewers mentioned that the data needs to be updated frequently, the analytics are not advanced enough, and the intent data could be improved.
FlashIntel Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
405
Features
386
Helpful
231
Lead Generation
219
Automation
181
Cons
Outdated Data
98
Inaccurate Data
76
Expensive
75
Outdated Information
70
Data Inaccuracy
67
FlashIntel features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 9.0
9.0
Workflow Performance
Average: 8.6
9.0
Workflow Management
Average: 8.6
9.3
Other Outreach Options
Average: 8.2
Seller Details
Seller
FlashCloud Intelligence Group
Company Website
Year Founded
2022
HQ Location
San Francisco, CA
LinkedIn® Page
www.linkedin.com
91 employees on LinkedIn®
DealHub.io
(717)4.7 out of 5
Optimized for quick response
1st Easiest To Use in Sales Engagement software
View top Consulting Services for DealHub.io
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    DealHub is a comprehensive quote-to-revenue solution designed to assist sales organizations in managing their pricing strategies and deal processes seamlessly. With its no-code architecture, DealHub c

    Users
    • Sales Operations Manager
    • Revenue Operations Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 66% Mid-Market
    • 22% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • DealHub is a platform designed to streamline business processes, with features such as DealRoom, CPQ, and Billing, and the ability to integrate with various systems like CRM, PRM, and ERP.
    • Reviewers appreciate DealHub's flexibility, customization options, and user-friendly interface, which have led to improved sales KPIs, reduced proposal errors, and faster, more efficient sales processes.
    • Users reported some challenges with DealHub, including a steep learning curve for editing, occasional slowness with large deals, and limitations in certain customization options and mobile capabilities.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • DealHub.io Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    133
    Ease of Use
    112
    Integrations
    94
    Efficiency
    85
    Time-saving
    82
    Cons
    Learning Curve
    38
    Missing Features
    38
    Limited Customization
    37
    Access Limitations
    26
    Steep Learning Curve
    26
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • DealHub.io features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 9.0
    9.6
    Workflow Performance
    Average: 8.6
    9.7
    Workflow Management
    Average: 8.6
    9.2
    Other Outreach Options
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    DealHub.io
    Company Website
    Year Founded
    2014
    HQ Location
    Austin, Texas
    Twitter
    @DealHubIO
    3,963 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    241 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

DealHub is a comprehensive quote-to-revenue solution designed to assist sales organizations in managing their pricing strategies and deal processes seamlessly. With its no-code architecture, DealHub c

Users
  • Sales Operations Manager
  • Revenue Operations Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 66% Mid-Market
  • 22% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • DealHub is a platform designed to streamline business processes, with features such as DealRoom, CPQ, and Billing, and the ability to integrate with various systems like CRM, PRM, and ERP.
  • Reviewers appreciate DealHub's flexibility, customization options, and user-friendly interface, which have led to improved sales KPIs, reduced proposal errors, and faster, more efficient sales processes.
  • Users reported some challenges with DealHub, including a steep learning curve for editing, occasional slowness with large deals, and limitations in certain customization options and mobile capabilities.
DealHub.io Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
133
Ease of Use
112
Integrations
94
Efficiency
85
Time-saving
82
Cons
Learning Curve
38
Missing Features
38
Limited Customization
37
Access Limitations
26
Steep Learning Curve
26
DealHub.io features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.0
9.6
Workflow Performance
Average: 8.6
9.7
Workflow Management
Average: 8.6
9.2
Other Outreach Options
Average: 8.2
Seller Details
Seller
DealHub.io
Company Website
Year Founded
2014
HQ Location
Austin, Texas
Twitter
@DealHubIO
3,963 Twitter followers
LinkedIn® Page
www.linkedin.com
241 employees on LinkedIn®
Get a quote
Outreach
(3,460)4.3 out of 5
Optimized for quick response
View top Consulting Services for Outreach
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Outreach is the leading sales execution platform that helps market-facing teams efficiently create and predictably close more pipeline. From prospecting to deal management to forecasting, our platform

    Users
    • Account Executive
    • Sales Development Representative
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 60% Mid-Market
    • 22% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Outreach is a sales engagement tool that offers multi-channel communication, automated workflows, and advanced analytics to streamline sales processes and improve productivity.
    • Reviewers appreciate Outreach's ease of use, its ability to integrate with other tools such as CRM and email accounts, and its robust features such as live interaction tracking, sequence building, and detailed reporting.
    • Reviewers mentioned issues with Outreach including a steep learning curve, occasional bugs and slow loading times, difficulties with certain integrations, and a lack of certain features such as more customizable reporting and better task filtering.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Outreach Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    163
    Helpful
    103
    Features
    100
    Automation
    79
    Integrations
    69
    Cons
    Missing Features
    73
    Learning Curve
    47
    Technical Issues
    39
    Sync Issues
    38
    Integration Issues
    36
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Outreach features and usability ratings that predict user satisfaction
    8.5
    Has the product been a good partner in doing business?
    Average: 9.0
    8.5
    Workflow Performance
    Average: 8.6
    8.6
    Workflow Management
    Average: 8.6
    8.3
    Other Outreach Options
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Outreach
    Company Website
    Year Founded
    2014
    HQ Location
    Seattle, WA
    Twitter
    @outreach_io
    7,776 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,327 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Outreach is the leading sales execution platform that helps market-facing teams efficiently create and predictably close more pipeline. From prospecting to deal management to forecasting, our platform

Users
  • Account Executive
  • Sales Development Representative
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 60% Mid-Market
  • 22% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Outreach is a sales engagement tool that offers multi-channel communication, automated workflows, and advanced analytics to streamline sales processes and improve productivity.
  • Reviewers appreciate Outreach's ease of use, its ability to integrate with other tools such as CRM and email accounts, and its robust features such as live interaction tracking, sequence building, and detailed reporting.
  • Reviewers mentioned issues with Outreach including a steep learning curve, occasional bugs and slow loading times, difficulties with certain integrations, and a lack of certain features such as more customizable reporting and better task filtering.
Outreach Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
163
Helpful
103
Features
100
Automation
79
Integrations
69
Cons
Missing Features
73
Learning Curve
47
Technical Issues
39
Sync Issues
38
Integration Issues
36
Outreach features and usability ratings that predict user satisfaction
8.5
Has the product been a good partner in doing business?
Average: 9.0
8.5
Workflow Performance
Average: 8.6
8.6
Workflow Management
Average: 8.6
8.3
Other Outreach Options
Average: 8.2
Seller Details
Seller
Outreach
Company Website
Year Founded
2014
HQ Location
Seattle, WA
Twitter
@outreach_io
7,776 Twitter followers
LinkedIn® Page
www.linkedin.com
1,327 employees on LinkedIn®
Get a quote
Revenue Grid
(511)4.5 out of 5
Optimized for quick response
9th Easiest To Use in Sales Engagement software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Revenue Grid offers AI-driven revenue intelligence through its world-leading data capturing technology. With seamless Salesforce integration, we offer a holistic view for revenue success, backed by fe

    Users
    • Customer Success Manager
    • Account Executive
    Industries
    • Computer Software
    • Financial Services
    Market Segment
    • 49% Mid-Market
    • 40% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Revenue Grid is a tool that integrates with SalesForce and Outlook to record and track important information, capture emails, and merge data for archiving purposes.
    • Reviewers appreciate the constant updates, seamless integration with SalesForce and Outlook, time-saving features, and the ability to customize the tool to their needs.
    • Users mentioned issues with occasional sync errors, difficulties in setting up with different accounts, remembering to use the service, and the tool not always pulling information accurately.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Revenue Grid Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    61
    Salesforce Integration
    46
    Integrations
    37
    Easy Integrations
    28
    Helpful
    27
    Cons
    Learning Curve
    12
    Difficult Setup
    10
    Slow Loading
    10
    Slow Performance
    10
    Salesforce Integration
    9
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Revenue Grid features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 9.0
    9.0
    Workflow Performance
    Average: 8.6
    9.1
    Workflow Management
    Average: 8.6
    8.6
    Other Outreach Options
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Revenue Grid
    Company Website
    Year Founded
    2006
    HQ Location
    Atlanta, Georgia
    Twitter
    @Revenue_Grid_
    1,081 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    147 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Revenue Grid offers AI-driven revenue intelligence through its world-leading data capturing technology. With seamless Salesforce integration, we offer a holistic view for revenue success, backed by fe

Users
  • Customer Success Manager
  • Account Executive
Industries
  • Computer Software
  • Financial Services
Market Segment
  • 49% Mid-Market
  • 40% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Revenue Grid is a tool that integrates with SalesForce and Outlook to record and track important information, capture emails, and merge data for archiving purposes.
  • Reviewers appreciate the constant updates, seamless integration with SalesForce and Outlook, time-saving features, and the ability to customize the tool to their needs.
  • Users mentioned issues with occasional sync errors, difficulties in setting up with different accounts, remembering to use the service, and the tool not always pulling information accurately.
Revenue Grid Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
61
Salesforce Integration
46
Integrations
37
Easy Integrations
28
Helpful
27
Cons
Learning Curve
12
Difficult Setup
10
Slow Loading
10
Slow Performance
10
Salesforce Integration
9
Revenue Grid features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.0
9.0
Workflow Performance
Average: 8.6
9.1
Workflow Management
Average: 8.6
8.6
Other Outreach Options
Average: 8.2
Seller Details
Seller
Revenue Grid
Company Website
Year Founded
2006
HQ Location
Atlanta, Georgia
Twitter
@Revenue_Grid_
1,081 Twitter followers
LinkedIn® Page
www.linkedin.com
147 employees on LinkedIn®
Get a quote
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Sales Engagement Topics

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Learn More About Sales Engagement Software

What is Sales Engagement Software?

Sales engagement software allows users to connect various communication software and sales tools into one streamlined sales platform. 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.

Implementing both CRM software and a sales engagement platform provides the perfect connection of personalized customer interaction. While CRMs are built to house customer records and track relevant data throughout the customer lifecycle, a sales engagement platform is built to use that data to drive personalized customer communication. Sales engagement software uses A/B testing and machine learning to pull insightful data into what truly engages certain customers. For example, if a sales team is reaching out to a prospect through email and the recipient always checks emails at a particular time, the software will suggest sending those emails at the optimal time. Similarly, if the sales engagement software notices that prospects are more likely to respond on social media rather than email, then the software will recommend reaching out through that communication channel. Overall a good sales engagement platform provides sales teams with tools to plan sales sequences, execute sales strategies, and analyze customer interactions across all communication channels.

Key Benefits of Sales Engagement Software

  • Provide one central platform for all customer contact information
  • Provide personalized sales communication to all customers and prospects
  • Provide valuable metrics on customer engagement such as email, phone call, and video call response rates

Why Use Sales Engagement Software?

Most sales teams focus a great deal of their time logging customer interactions into CRM software or scattered throughout excel sheets. Sales engagement software automates this process by automatically logging important phone conversations, emails, and other integral communication points into the software. Additionally, it also provides valuable engagement metrics such as opens, clicks, and unsubscriptions. With all major sales communication channels and data linked into one platform, sales teams have a better, comprehensive picture of how to effectively communicate with particular prospects and customers.

Increased efficiency — The real benefit of having all customer data in one central location is increased efficiency in customer prospecting. Through connecting CRM, email, and other additional sales tools, users save time by not having to toggle between several programs for various customer information.

Improved communication — Customer contact information is useless unless the user takes advantage of the various communication channels at their disposal. Sales engagement software offers ways to reach out on email, phone, and various social channels. With a variety of communication channels available, the user is more likely to reach prospects and drive sales deals through the pipeline.

Analytics — Sales engagement software provides analytics and reports on what works well across customer prospecting. While some businesses may believe email still works, customers may prefer more in-person communication or video conferencing calls. While some outreach may work over email, more success might actually be found on social platforms. All these metrics for sales prospecting and driving customers through the sales pipeline can be compiled into an easily digestible format that allows users to utilize the most effective sales communication channels.

Who Uses Sales Engagement Software?

A sales engagement platform serves as an effective sales playbook for account executives, business development representatives, and account managers. Within sales engagement software users are able to set up sales frameworks that have the most effective chance of converting a prospect into a customer. This may be a plan that implements a mix of email, social media outreach, and video calls. Establishing such playbooks also help with onboarding new account executives (AEs) and BDRs and getting them up to speed at a quicker rate.

Sales development representatives — Sales development representatives (SDRs) solely focus on outbound prospecting and generating leads. Sales engagement software is an effective tool to help SDRs with understanding when and how to reach out to prospects. With data pulled from the sales engagement software, SDRs are able to understand when they should reach out to prospects and via which channel. All of these data points drive higher rates of responses from prospects.

Account executives (AEs) — AEs often focus on maintaining strong relationships with current customers as well as creating sales deals to bring in new customers. Since AEs are often tasked with maintaining customer relationships, they potentially spend an entire day logging important pain points and notes on customer relationships. Sales engagement software help AEs focus on communication by automating the logging of all relevant emails and calls.

Customer success managers — Customer success managers also spend a great deal of time ensuring that customers are happy and that all of their needs are met. Sales engagement software makes this communication more personal by identifying which times are the best to check in on customers.

Sales Engagement Software Features

Automation tools — Automation features allow users to save time when it comes to prospecting and inputting customer information. For example, when customers make a new connection on a social platform, that connection is automatically imported into the users’ CRM as a contact, so they won’t have to waste time inputting the customer information manually.

Reports — Sales engagement software provides users with comprehensive data points on which outreach methods are working and which ones need reconsideration. Users can compile reports on specific marketing outreach, such as cold calling, emails, or social media outreach.

Email management — Email is one of the key communication channels throughout the sales cycle. Sales engagement software provides users with email management features that allow them to choose from a handful of premade email templates, track when and if a customer opened an email, and schedule emails at a date and time when customers are most likely to read them. Additionally, when correspondence occurs through emails, sales engagement software automatically logs key points and tracks relevant customer information within the software.

Dialer — Dialers within sales engagement software are similar to outbound call tracking software which allow users to call leads directly through the solution and record calls and prospect data. All calls are automatically logged into the software so users are able to keep track of when and how often they are in communication with prospects.

Personalization — Personalization features allow users to tailor communication styles for each prospect and customer. With built in machine learning capabilities, sales engagement software determines when is the best time to reach out to a prospect as well as through which communication channel. This improves the chances of the prospects responding to messages.

Lead scoring — Lead scoring allows users to rank leads based on how engaged they are with the business. Through lead scoring, users easily note where they should invest their time and which leads have gone cold. Lead scoring is customizable up to the user’s discretion. A user may rank email interactions as having a high weight for engagement, where other users may rank social engagement as the same. Ultimately the choice is up to the user in evaluating which leads are worth pursuing.

User profiles — User profiles allow users to create profiles for various employees of the company. Profiles can be customized so employees get the right level of access to features within the software.

Other Features of Sales Engagement Software: Calls and Voice Capabilities, Sales Coaching and Insights, Workflow Performance Capabilities

Potential Issues with Sales Engagement Software

Data management — A major issue that can occur with implementing sales engagement software is data inconsistency. Managing countless data points for hundreds of customers can result in some data being incorrect if it is not validated on a regular basis. Upkeeping all of this customer data can take a lot of time and can be strenuous for sales representatives that should be focusing on prospecting and driving deals through the pipeline.

Data privacy — Customer privacy and security is becoming increasingly critical with more regulations surrounding collecting personal customer information data like the general data protection regulation (GDPR) and the California Consumer Privacy Act (CCPA) cropping up. These acts ensure that customers know when and how their data is being collected. For users who want to deploy sales engagement software, it is critical to check what security features they provide.