Os 10 Melhores Softwares de Envolvimento de Vendas Analisados para 2026

Avaliações dos melhores softwares de interação de vendas

1. 

   1

   Apollo.io

   Best for unified B2B data and engagement

   • Free plan + 14-day free trial + free demo available
   • From $49/user/month (billed annually)

   Visit Website

   Customer Rating:4.5/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   Apollo.io is a sales engagement platform that pairs a 210M+ contact B2B database with multichannel sequencing, a built-in dialer, and AI-assisted email outreach—all from a single interface.

   Who Is Apollo.io Best For?

   Apollo.io suits small to midsize B2B sales teams—particularly SDR-heavy orgs—looking to consolidate prospecting data and outreach tooling into one platform instead of managing multiple vendors.

   Why I Picked Apollo.io

   Apollo.io earns its spot on my shortlist because it collapses two tools into one: a 210M+ contact database and a full sales engagement suite. I like that my team can pull a verified contact, drop them into a multichannel sequence, and dial them directly from the same interface, with no CSV exports or tab-switching required. The Parallel Dialer is particularly impressive. My team can queue and connect with 100+ prospects per hour while Apollo auto-logs every call to the CRM.

   Apollo.io Key Features

   • AI-powered email drafting: Generate and personalize outreach emails with real-time AI recommendations and message analysis.
   • Chrome extension for LinkedIn prospecting: Source verified contact data directly from LinkedIn and sync leads with CRM records instantly.
   • Intent and website visitor data: Surface in-market prospects using Bombora-powered intent signals and identify anonymous website visitors.
   • Role and permission management: Assign user roles, manage access levels, and monitor activity with audit logs for structured governance.

   Apollo.io Integrations

   Apollo.io offers native integrations with Salesforce, HubSpot, Microsoft Dynamics 365, Outreach, Marketo, and Slack. It also connects with Zapier and provides an API for custom integrations.

   Pros and Cons

   Pros:

   • AI email writing speeds up outreach creation
   • Parallel dialer connects 100+ prospects per hour
   • Built-in B2B database eliminates separate data tools

   Cons:

   • Email deliverability issues reported at high volumes
   • Data accuracy inconsistent outside North America
   Learn more about Apollo.io:

   • Check out Apollo.io on their website
   • Read my in-depth review of Apollo.io
2. 

   2

   monday CRM

   Best for customizable automations for your sales pipeline

   • 14-day free trial + free demo available
   • From $12/user/month (billed annually)

   Visit Website

   Customer Rating:4.6/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   Monday sales CRM is a fully customizable tool that centralizes client communication, automates sales processes, and provides a full overview of each deal.

   Why I Picked monday sales CRM: monday sales CRM offers high customizability and user-friendly interface, which allows sales teams to centralize all their activities in one place. What makes it different is its extensive automation capabilities and customizable dashboards, which provide a comprehensive overview of sales processes without the need for extensive technical knowledge.

   Monday sales CRM is best for customizable sales automation because it empowers teams to tailor the platform to their specific sales cycle needs. Its low-code/no-code framework means that even those without development skills can easily automate repetitive tasks and visualize data in a way that makes sense for their business, making it a versatile tool for managing sales engagements.

   monday sales CRM Standout Features & Integrations

   Features include lead and contact management, customizable pipelines, sales automation, performance tracking, integration with various tools, advanced reporting and analytics, email tracking and synchronization, task and project management, mobile app support, and customizable templates and forms.

   Integrations include Slack, Google Drive, Gmail, Google Calendar, Jira, GitHub, Trello, Dropbox, Typeform and many more, accessible through a paid plan with Zapier.

   Pros and Cons

   Pros:

   • Advanced reporting and analytics
   • Robust integration capabilities
   • High customizability & automation-friendly

   Cons:

   • Slight learning curve
   • Limited native email marketing features
   Learn more about monday CRM:

   • Check out monday CRM on their website
   • Read my in-depth review of monday CRM
   • Explore best alternatives to monday CRM
3. 

   3

   Creatio AI CRM

   Best for no-code AI agent workflows

   • Not available
   • From $40/user/month

   Visit Website

   Customer Rating:4.7/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   Creatio AI CRM is an agentic CRM platform with built-in AI sales agents that supports multichannel outreach sequences, pipeline management, sales forecasting, and quote generation across the end-to-end sales cycle.

   Who Is Creatio AI CRM Best For?

   Creatio AI CRM is a strong fit for sales teams that want to build and automate complex workflows without writing code.

   Why I Picked Creatio AI CRM

   I've included Creatio AI CRM in my top picks because its no-code AI agent workflows set it apart from most sales engagement platforms, which still require technical resources to build and maintain automation. I particularly like how its built-in AI agents handle discrete sales tasks, like researching accounts before outreach, scoring leads, and recommending next steps mid-sequence, without any code configuration. The drag-and-drop sequence builder layers on top of these agents, letting teams run email, call, and task cadences while the CRM automatically logs every touch as the single source of truth.

   Creatio AI CRM Key Features

   • Activity Execution Panel: A centralized queue where reps can filter, sort, execute, or skip due sequence steps without leaving the view.
   • Bulk participant management: Lets you enroll, pause, reassign, or reactivate contacts in sequences in bulk, with controls to cap active prospects per rep.
   • Quote generation agent: An AI agent that generates quotes from a seller's request, including AI-assisted product selection and automated pricing approvals.
   • Sales forecasting: Analyzes deal signals and historical patterns to produce pipeline forecasts and keep reps on target.

   Creatio AI CRM Integrations

   Creatio AI CRM offers over 143 marketplace connector results, including Apollo.io, Microsoft Outlook, Microsoft Teams, Twilio Voice, Velvetel Telephony, and Zapier. REST, OData, and SOAP APIs support custom integrations.

   Pros and Cons

   Pros:

   • Built-in AI sales agents for engagement
   • No-code platform
   • Good comprehensive view of customers
   • Scalable for businesses of different sizes

   Cons:

   • Customization can be time-consuming
   • Data migration may be complex
   Learn more about Creatio AI CRM:

   • Check out Creatio AI CRM on their website
   • Read my in-depth review of Creatio AI CRM
4. 

   4

   Dock

   Best for providing engagement analytics

   • Free plan + free demo available
   • From $350/month (billed annually)

   Visit Website

   Customer Rating:4.9/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   Dock is an all-in-one platform designed to enhance various aspects of business operations, with a strong focus on sales and customer onboarding. 

   Why I picked Dock: As a sales engagement software, Dock stands out with its digital sales room and engagement analytics features. The digital sales room provides interactive, customized spaces that allow sales and revenue teams to engage with leads and nurture the customer journey. It offers personalized content, document sharing, embedded videos, and more.

   Dock also offers engagement analytics that provide detailed insights into how potential buyers are interacting in your sales room. This helps teams improve deal forecasting and target leads that are more likely to close. Furthermore, once you close a deal, Dock offers a comprehensive onboarding feature with mutual success plan capabilities to keep your customer involved in the process, which can lead to better retention.

   Dock Standout Features and Integrations

   Features include customizable templates for standardized processes, custom branding, pricing and order forms, buying signals, dynamic action plans, a flexible workspace editor, secure sharing, and digital signature collection capabilities.

   Integrations include irtable, Pandadoc, Typeform, HubSpot, Salesforce, Slack, Zoom, and more.

   Pros and Cons

   Pros:

   • Onboarding success plans for better retention
   • Standardized templates that are customizable to your needs
   • Insights into engagement within sales rooms

   Cons:

   • HubSpot and Salesforce integration only available on higher-tier plans
   • Learning curve for users unfamiliar with sales rooms
   Learn more about Dock:

   • Check out Dock on their website
5. 

   5

   Groove

   Best for Salesforce-native sales engagement

   • Not available
   • Pricing upon request

   Visit Website

   Customer Rating:4.7/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   Groove is purpose-built for Salesforce users who want deeper visibility into sales activities without leaving their existing CRM ecosystem. It gives sales teams the tools to manage communication, automate workflows, and analyze pipeline activity. With AI-driven insights layered into these workflows, teams can make smarter decisions based on real behavior and outcomes.

   Why I Picked Groove

   I picked Groove because it acts as an extension of Salesforce rather than a standalone system. All contact data flows two ways, letting your team work in Groove while keeping Salesforce as your single source of truth. You can record and transcribe calls, build automated multi-channel sequences, and track how each deal progresses through the pipeline. Groove also includes revenue intelligence features that highlight risks and opportunities. With integrations like Highspot, you can access AI-driven content recommendations while working deals, helping reps stay efficient and informed.

   Groove Key Features

   • Call recording & transcription: Capture, review, and analyze conversations.
   • Multi-channel workflows: Automate outreach across email, calls, and SMS.
   • Pipeline management: Track deals and engagement metrics in one place.
   • Automated lead capture: Bring qualified leads directly into your workflows.
   • Conversational intelligence: Analyze call patterns to coach and improve rep performance.

   Groove Integrations

   Integrations include Salesforce, LinkedIn, Google Workspace, Microsoft 365, LinkedIn Sales Navigator, Clari, Highspot, Seismic, Slalom, RevShoppe, and Sendoso.

   Pros and Cons

   Pros:

   • On-demand training
   • Vast knowledge base
   • Friendly user interface

   Cons:

   • Steep learning curve
   • Not ideal for teams not using Salesforce
   Learn more about Groove:

   • Check out Groove on their website
6. 

   6

   Revenue.io

   Best modular sales engagement platform

   • Free demo available
   • Pricing upon request

   Visit Website

   Customer Rating:4.7/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   Revenue.io is a modular sales engagement software with dialer, conversation guidance, revenue intelligence, and calendar management capabilities.

   Why I picked Revenue.io: The platform is divided into various products supporting different functions, with its core functionality being the dialer. The software provides a prioritized list of actions to take for every deal in the sales pipeline. As agents make sales calls, they’re provided with guidance for their conversations. Pre-built templates are available in the platform to guide sales calls, and unique information can be viewed for every prospect.

   Users looking for more advanced feature sets can choose from increasing product tiers that include additional modules. AI-powered conversation coaching becomes available, as does multi-channel sales workflows. Among the most advanced features are detailed analytics and revenue intelligence.

   Revenue.io Standout Features and Integrations

   Features include lead prioritization, activity data capture, high-velocity dialing, real-time conversation guidance, call guidance templates, and action recommendations.

   Integrations include ActiveCampaign, Five9, Google Suite, HubSpot, Marketo, Microsoft Teams, Nylas, Outlook, Salesforce, Twilio, Zoom, and 6sense.

   Pros and Cons

   Pros:

   • Friendly interface, easy to learn
   • Plenty of how-to videos available
   • Great for call-focused sales teams

   Cons:

   • Analytics only available for advanced plans
   • Set pricing tiers, can’t mix and match modules
   Learn more about Revenue.io:

   • Check out Revenue.io on their website
7. 

   7

   Salesloft

   Best with automated lead nurturing

   • Not available
   • Pricing upon request

   Visit Website

   Customer Rating:4.5/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   Salesloft is a sales engagement platform that streamlines sales processes and enhances revenue outcomes for GTM and sales teams. It combines AI-driven insights, workflow automation, and pipeline management to help teams execute more effectively, forecast accurately, and maintain consistent engagement across the buyer journey.

   Why I picked Salesloft: Salesloft stands out for its end-to-end approach to sales engagement—bridging activity management, analytics, and deal execution within one platform. The combination of automation (“Cadence”) and insight-driven tools (“Conversations” and “Deals”) enables CROs and RevOps leaders to turn activity data into action, improving predictability and coordination across revenue teams. Its recent merger with Clari further strengthens its forecasting and revenue intelligence capabilities.

   Standout features & integrations:

   Features include cadence for automating and scheduling sales tasks, rhythm for prioritizing daily sales activities, conversations for analyzing buyer interactions, deals for real-time visibility into opportunities, and analytics for data-driven decision-making.

   Integrations include Salesforce, HubSpot, Microsoft Dynamics 365, LinkedIn Sales Navigator, Slack, Gmail, Outlook, Seismic, and Highspot, with an open API for custom workflows.

   Pros and Cons

   Pros:

   • The “Conversations” tool delivers valuable analytics on buyer interactions, helping refine engagement strategies.
   • The “Cadence” feature automates and schedules follow-ups, ensuring no lead is neglected.
   • AI-driven insights significantly enhance the efficiency of sales teams by providing actionable recommendations.

   Cons:

   • The platform has a learning curve that may require additional training for new users.
   • Some users report lag and missed call logs, which can hinder productivity.
   Learn more about Salesloft:

   • Check out Salesloft on their website
8. 

   8

   Saleshandy

   Best for cold email automation

   • Free 7-day trial available
   • From $25/month

   Visit Website

   Customer Rating:4.5/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   SalesHandy is a cold email automation software that helps you personalize your outreach messaging and improve deliverability.

   Why I picked SalesHandy: Sales teams can centralize their email communications in the software’s shared inbox. Users can search and filter through emails to quickly find the thread they’re looking for. The software has an email sequence builder that allows users to create email templates with personalization fields and create up to 26 email test versions with their ‘A/Z testing’ feature.

   Prospecting and list-building can be conducted using the software’s Chrome extension, which pulls email addresses from LinkedIn into your database. Various deliverability features can help you reduce bounce rates, including an AI scanner for spammy words and a tool that ramps up your email send limits.

   SalesHandy Standout Features and Integrations

   Features include email sequence builder, custom email templates, custom personalization fields, sender rotation, Chrome extension, email verification, AI text scanner, and email tracking.

   Integration information is not currently available.

   Pros and Cons

   Pros:

   • Private community for cold email best practices
   • Large bank of video tutorials on YouTube
   • All plans support unlimited email accounts

   Cons:

   • Limited quantity of pre-built email templates
   • Newer product, some features are still being developed
   Learn more about Saleshandy:

   • Check out Saleshandy on their website
   • Read my in-depth review of Saleshandy
9. 

   9

   Assistive

   Best for field sales teams

   • Free plan + free demo available
   • From $9/user/month

   Visit Website

   Customer Rating:4.8/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   Assistive is a sales CRM software that’s designed to support field-based sales reps and teams.

   Why I picked Assistive: The CRM stores contact data, has pipeline management capabilities, and provides analytics and reports. It’s also highly customizable and teams can create unique activities and develop custom workflows with the software. The platform provides team members with recommended tasks in a prioritized list, helping to support productivity.

   This software’s field-first mobile app provides team members with a map that can be used to plan their route. Field reps can also log their attendance, track expenses, and generate activity reports through the software. And they have access to all their contact data and activity information while they’re on the move.

   Assistive Standout Features and Integrations

   Features include mobile app, map view, expense management, leave management, employee attendance, customizable workflows, task prioritization, and drag-and-drop reporting.

   Integration information is not currently available.

   Pros and Cons

   Pros:

   • Map view helps field reps plan their routes
   • Friendly mobile app user interface
   • Affordable pricing tiers for small businesses

   Cons:

   • May not be suited to in-office teams
   • Advanced analytics only available with premium plans
   Learn more about Assistive:

   • Check out Assistive on their website
10. 

    10

    Guru

    Best for AI-driven knowledge management

    • 30-day free trial + free demo available
    • Pricing upon request

    Visit Website

    Customer Rating:3.5/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

    

    Guru is a knowledge management and collaboration tool that provides organizations with a platform to capture, store, and retrieve collective knowledge. It serves as a dynamic repository where information can be organized, updated, and shared among team members. 

    Why I picked Guru: Guru assists sales engagement software by acting as a repository for sales collateral, processes, and best practices, which can be easily accessed by sales teams through AI-driven search capabilities. The tool also allows for the creation of a customizable hub for employee engagement and an automated knowledge base to store and share information. 

    Moreover, Guru integrates with existing workflows and tools to ensure that knowledge is available where teams work. It aims to reduce redundancy and support teams by providing a trusted and efficient source of truth. For example, the tool integrates with sales engagement platforms to provide real-time information and resources directly within the sales workflow, enabling sales representatives to answer customer questions, overcome objections, and share accurate content without leaving their engagement tools.

    Guru Standout Features and Integrations

    Features include knowledge triggers, AI suggest, information verification tools, knowledge alerts, collections to organize information, analytics to track how the knowledge base is being used, knowledge sync, and a browser extension.

    Integrations include Microsoft Teams, Gmail, Outlook, Zendesk, Salesforce, Slack, and Confluence.

    Pros and Cons

    Pros:

    • Intuitive interface
    • Provides a Chrome plug-in for easy access
    • Effectively organizes sales material

    Cons:

    • Challenges in editing existing cards
    • Content is sometimes out-of-date
    Learn more about Guru:

    • Check out Guru on their website