Best Sales Engagement Platforms

Sales Engagement Platforms Reviews

A sales engagement platform is essential for modern sales teams. Not only do these tools save time through automation, but they also make personalized, multi-channel outreach easy and offer data-driven insights, higher conversion rates, and coaching material. To find the best sales engagement platform, the B2B Reviews team researched over 30 well-known providers, evaluating features, pricing, reputation, and support. To get a deeper understanding of our process, visit our methodology section.

Apollo – Best Sales Engagement Software for Lead Generation

Apollo.io is a sales execution software company that provides total pipeline visibility and AI-powered sales engagement tools, such as call recording, automated admin, AI-driven real-time insights, and more, all in one place. With Apollo, your sales teams can spend less time prepping and more time connecting with prospects and closing deals. Key features include custom instant booking links, pre-meeting insights, personalized follow-up emails, Automatic task creation, call recording & insight capture, automatic CRM updates, and more.

With a single, always-updated pipeline and activity view, Apollo keeps your deals moving and your team aligned. Easily organize deal, activity, and contact data in one place. Get timely deal alerts to spot and manage risks early. Additionally, Apollo provides conversation insights and performance dashboards that help you coach your representatives on what’s working and what needs improvement, enabling skill growth and more deals.

Get a demo Visit Apollo.io’s website

Apollo features

• Multichannel Sequences – Apollo offers multi-channel engagement through automated outreach sequences and follow-ups. Its built-in email sequencing, task reminders, and multi-touch campaign workflows save time and help sales teams maintain consistent, professional engagement with prospects.
• Task Management – Users can create, prioritize, and complete manual sales actions, like phone calls, emails, or LinkedIn outreach, directly within the platform. Team members can assign tasks to themselves or coworkers and set due dates via the “Sales Rep Cockpit” to streamline follow-ups and outreach.
• Conversation Intelligence – Apollo automatically records, transcribes, and analyzes sales calls and meetings via Zoom, Google Meet, or Microsoft Teams. It then generates summaries, identifies objections, tracks key topics, and provides coaching insights.
• CRM Integration – Integrates smoothly with CRMs and existing sales tools like Salesforce, HubSpot, and others, ensuring a unified tech stack.

How Apollo pricing works

Apollo offers a free plan and three paid plans, with a 14-day free trial.

• Free: Starting at $0/month
• Basic: Starting at $49/seat/month
• Professional: Starting at $79/seat/month
• Organization: Starting at $119/seat/month

What markets does Apollo serve?

Apollo is best suited for B2B sales companies seeking workflow automation, robust email templates, and AI-driven sales intelligence to boost profits. Businesses of all sizes, including startups and enterprises, can benefit from Apollo.

Read our full Apollo review

Salesloft – Best for Scalable Outreach Campaigns

Salesloft empowers sales professionals to take strategic action to capture prospects’ interest and close deals. Salesloft meets your team’s needs by providing insight into the buyer and customer lifecycle, enabling data-driven decisions. Salesloft blends data and context to give revenue-specific insights, optimizing workflows and identifying working sales strategies.

Salesloft unifies AI chat agents, sales engagement, revenue intelligence, conversation intelligence, deal management, and forecasting. You can build a pipeline that works best for your ecosystem. Data-driven insights ensure your teams take the right actions at the right times. Conversation intelligence turns information into actionable data, and forecasts allow sales managers to assign prospects to the right team member, increasing team confidence and functionality.

Salesloft features

• Multichannel Sequences – Engages buyers across email, phone, text, and social channels within a single, structured workflow with Cadences.
• Task Management – Set due dates, assign tasks, and sync completed actions to your CRM, directly within the platform or via Rhythm.
• Conversation Intelligence – The Salesloft Conversations tool automatically records, transcribes, and analyzes voice and video calls, providing insights, meeting summaries, speaker tracking, and key moment identification.
• CRM Integration – Allows you to sync with major platforms like Salesforce, Microsoft Dynamics 365, HubSpot, and Zoho.

How Salesloft pricing works

Salesloft does not list pricing on its website, but it offers two plans: Advanced and Elite. Both offer pipeline generation, seller coaching, customer lifecycle workflows, conversation intelligence, and opportunity management. To get pricing details, request a demo.

What markets does Salesloft serve?

Salesloft supports B2B businesses across industries, including professional services, manufacturing, medical software & devices, and logistics. It’s great for revenue operation teams, sales leaders, marketing, customer success, and more.

Mixmax – Best for Gmail Sales Automation

Mixmax’s Engagement Copilot helps your sales teams stay focused and keeps your outreach relevant. You can send personalized messages at the right moment via email, phone, and LinkedIn to ensure every touchpoint drives sales momentum. Mixmax identifies when prospects show interest or when conversations stall, then alerts you so you can decide the next best action without having to parse through dashboards.

With Engagement Copilot, you can re-engage warm prospects at the right time, sending a message that fits their situation and stage. Mixmax eliminates guesswork, tracks prospects & long-term customers, surfaces important signals, and helps your teams prepare for and run meetings, providing in-depth recaps so team members can prioritize the next move. Mixmax also keeps everything in your inbox, cuts clutter, automates follow-ups, and focuses on messages that drive results.

Mixmax features

• Multichannel Sequences – Tracks multiple email sequences, helping you keep in touch with the right prospects with messages built around context and timing.
• Task Management – Allows you to tailor workflows to your team’s sales process with an easy-to-use builder. Mixmax helps you streamline tasks, eliminate repetitive work, and ensure consistent follow-ups.
• Conversation Intelligence – Gathers information from your inbox, meetings, calendar, and CRM to create insights and give you context to send accurate and relevant replies.
• CRM Integration – Updates your CRM automatically when you send messages or take actions, keeping your system accurate and saving valuable time.

How Mixmax pricing works

Mixmax offers four plans, plus a 14-day free trial. One plan offers the complete AI sales execution tools, but if you only want to use a part of the platform, you can pay for one of the specific copliots. The pricing below is based on annual billing.

• Inbox Copilot: Starts at $29/month/user
• Meeting Copilot: Starts at $29/month/user
• Engagement Copilot: Starts at $49/month/user
• Mixmax Suite: Starts at $89/month/user (includes all Copilots, plus Mixmax Core & Intelligence)

What markets does Mixmax serve?

Mixmax is primarily geared toward small to medium-sized businesses and high-growth technology companies looking for AI-powered sales engagement that integrates seamlessly with Gmail and Google Workspace.

Outreach – Best for Enterprises with Advanced Workflows

Outreach helps sales organizations build high-quality pipelines and increase productivity through AI-powered sales engagement capabilities. It improves the prospecting process and follow-up efficiency through proven templates, snippets, tasks, and account-based workflows, increasing revenue.

Outreach streamlines and automates workflows, boosting response rates and keeping prospects engaged at every stage of the journey. Similarly, if a prospect is out of office, Outreach pauses the sequence and re-engages when they return, ensuring messages are actually seen and no time is wasted. The tool syncs data from email, LinkedIn, SMS, and calls with your CRM, reducing manual entry and saving reps time, allowing them to focus on sales.

Outreach features

• Multichannel Sequences – Manages multiple stakeholders within the same sequence while consolidating responses across multiple emails into a single thread. Plus, through AI-powered sentiment insights, your reps can overcome objections and increase reply rates.
• Task Management – Leverages task prioritization, sales playbooks, and proven sequences with templates and snippets to maximize rep productivity.
• Conversation Intelligence – Outreach’s Conversation Intelligence is powered by Outreach Kaia, which joins and records live meetings, captures real-time transcription, and delivers live battlecards.
• CRM Integration – Offers bi-directional CRM integrations with Salesforce, Microsoft Dynamics, and HubSpot, ensuring data consistency and workflow automation.

How Outreach pricing works

Outreach offers three flexible packaging options to meet different levels of revenue team maturity, from getting started with AI to fully orchestrating your entire revenue engine.

• Amplify Core: Comes with 25,000 AI credits
• Amplify Plus: Comes with 50,000 AI credits
• Amplify Pro: Comes with 100,000 AI credits

What markets does Outreach serve?

Outreach is best for sales development representatives (SDRs) within enterprise and mid-market B2B revenue teams. The tool is known to focus on the technology and service-oriented sectors.

Bigin by Zoho CRM – Best for Smaller Teams Seeking Basic Sales Engagement

Bigin by Zoho CRM lets you track progress through customizable pipelines for sales, marketing, and service, visually monitoring opportunities across all stages to help you target prospects in a timely manner and close more deals. Plus, Bigin ensures you can easily filter contacts via criteria to view the best opportunities and optimize sales potential.

Bigin provides a unified view of all customer information available across all pipelines, giving your representatives the complete context. Additionally, the tool automatically collects, stores, and accesses customer files as needed. It integrates with Zoho Books, QuickBooks, and payment gateway software to help you track finances. You can connect with your customers via Gmail, Outlook, Zoho Mail, and more. With Bigin, you can schedule meetings, automate lead assignment & follow-up creation, schedule email workflows, sync with your calendars, get instant notifications, and receive calls with built-in and third-party phone systems.

Bigin by Zoho CRM features

• Multichannel Sequences – Automates follow-up sequences by combining emails, voice calls, SMS, and WhatsApp messages into a unified, streamlined workflow.
• Task Management – Enables users to schedule, track, and assign tasks, meetings, and calls through an intuitive Activities module.
• Conversation Intelligence – Integrates with Zoho SalesIQ and Zia Agents to transcribe, analyze, and automate customer interactions.
• CRM Integration – Zoho is primarily a CRM, and therefore provides a direct, instant two-way data sync, allowing teams to use Zoho CRM for core operations while smaller teams use Bigin for basic sales engagement.

How Bigin by Zoho CRM pricing works

Bigin has one free plan and three paid plans, each with a 15-day free trial. The below prices are based on annual billing.

• Free: Starts at $0; single user only
• Express: Starts at $7/user/month
• Premier: Starts at $12/user/month
• Bigin 360: Starts at $18/user/month

What markets does Bigin by Zoho CRM serve?

Bigin by Zoho CRM serves micro-businesses, freelancers, solo entrepreneurs, and small-to-medium enterprises (SMEs) who want affordable, pipeline-centric relationship management.

Compare the Best Sales Engagement Platforms Side-by-Side

What is a Sales Engagement Platform?

A sales engagement platform (SEP) enables sales teams to automate, manage, and track interactions with prospects across multiple channels like email, phone, and social media. Engagement platforms streamline important workflows through structured outreach sequences, boost productivity with automation, and integrate with customer relationship management (CRM) software to automatically log activities and changes.

As buyers become more inundated with ads and products, traditional CRM and marketing tools are no longer enough to get the right prospects’ attention. Sales engagement was created to bridge the gap between sales enablement tools and communication platforms. The software provides companies with a competitive advantage through more effective, timely communication, valuable data, and insights.

How Do Sales Engagement Platforms Work?

Sales engagement platforms provide a centralized workspace that connects with CRM systems to streamline prospect engagement. They automate tasks and track multi-channel sales through structured sequences, often called “cadences.”

Key functions of sales engagement software include:

• Multi-Channel Outreach: Allows reps to contact prospects across multiple channels, including email, phone, LinkedIn, and more from a single dashboard.
• Sales Cadences/Sequences: Provides a structured, automated series of steps for consistent follow-ups with personalized messages to increase sales potential.
• Automation: SEPs automate repetitive manual tasks like logging calls, sending follow-up emails, and enrolling prospects in sequences.
• Engagement Tracking: Provides reps with real-time alerts on prospect actions, such as email opens, clicks, and page views.
• Analytics & Insights: Tracks engagement metrics and offers data on which messaging, channels, or reps are performing best, helping teams measure the effectiveness of their messaging and cadences.
• Integrated Communication Tools: SEPs provide a single interface with built-in tools for email, social media outreach, and calling via dialers, eliminating the need to switch between apps.
• CRM Integration & Data Sync: Syncs directly with CRM systems, ensuring all customer interaction data is captured and up to date.
• AI Personalization: Advanced platforms use AI to personalize outreach and determine the best times to engage prospects.

Benefits of Sales Engagement Platforms

Sales engagement platforms are extremely beneficial for sales, marketing, and customer success teams, providing end-to-end customer engagement processes that boost sales and revenue while automating repetitive, time-consuming tasks and streamlining pipelines.

Main benefits you can expect from using a sales engagement platform:

• Customer Intent Insights—Automated sales tracking tools provide real-time access to customer data, such as behavior, needs, and buying habits, to empower sales reps to provide tailored outreach and identify high-value prospects.
• Increased Sales Productivity—Automated lead scoring and contact management reduce time spent on researching prospects, allowing your sales team to focus on building relationships, increasing productivity.
• Enhanced Sales Alignment—A single user interface that consolidates a variety of information, resources, tactics, and communication touchpoints makes it easier for your reps to find relevant marketing content and simplifies their work.
• Scalable Processes—With increased operational efficiency, automation, and high-quality sequences, companies can scale their sales processes with sales engagement and go-to-market (GTM) tools.
• Insights into Sales Effectiveness—Detailed analytics on prospects over time provide sales teams with deeper insights into which strategies work and why, resulting in higher conversion rates and revenue growth.

How Much Does A Sales Engagement Platform Cost?

The cost of a sales engagement platform depends on the provider and the tool’s level of sophistication. The average cost ranges between $49 to $175+ per user, per month. Apollo starts at $49 per month and uses a credit-based system; however, Bigin by Zoho CRM starts as low as $7 per user per month, offering basic sales engagement tools. Higher plans range from $89 to $119 per month.

However, some providers don’t list exact pricing online, instead tailoring plans based on your business needs. These tools tend to cost more on average, but they often offer a broader range of resources and capabilities that enterprises may prefer.

Sales Engagement Platforms FAQs

How does a sales engagement platform differ from a CRM?

A CRM differs from a sales engagement platform in function. A CRM serves as a system of record for storing customer data, including historical interactions and pipeline progress. On the other hand, a sales engagement platform serves as a system of action for executing daily outreach, managing multi-channel sequences, automating outreach, and tracking prospect engagement.

What are the top features to look for in a sales engagement platform?

The top features to look for in a sales engagement platform include automated cadences, CRM integration, multichannel communication, AI-assisted messaging, and actionable analytics.

Is sales engagement just for inside sellers?

No, sales engagement is not solely for inside sellers. While initially designed for high-volume outreach, modern platforms span the entire buyer journey, providing sales representatives, account managers, and post-sales teams with useful engagement tools and strategies.

How We Chose the Best Sales Intelligence Software

We curated a list of 35 sales engagement platform providers available on the market and identified 12 popular companies with significant online search volume to narrow our focus. From there, we chose 5 vendors that stood out for the features they offered, markets they serve, brand reputation, and more.

• Variety of features: We chose providers that offered key features, including multi-channel sequences, task management, conversation intelligence, CRM integration, AI-assisted workflows, and more. Companies that offer all these features and more scored higher.
• Pricing and transparency: We compared actual pricing and plans for each vendor and judged each vendor on how transparent they were about their pricing. Companies with transparent pricing and free trials earned a better score.
• Onboarding and support: The B2B Reviews team sought companies with quality support, both during onboarding and afterward.
• Brand reputation: We ranked companies based on their reputation with actual users. We gathered data on customer reviews and ratings published on trustworthy third-party review sites to determine how reputable each provider was with its users.