22 Best Sales Engagement Software Reviewed For 2025
20 Best Sales Engagement Software Shortlist
Here's my pick of the 20 best software from the 22 tools reviewed.
With so many different sales engagement software available, figuring out which is right for you is tough. You know you want your sales teams to engage with leads and customers in a more organized and strategic way but need to figure out which tool is best. I've got you! In this post I'll help make your choice easy, sharing my personal experiences using dozens of different sales engagement tools with various teams and accounts, with my picks of the best sales engagement software.
Why Trust Our Software Reviews
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best for customizable automations for your sales pipeline | 14-day free trial | From $12/user/month (billed annually, min. 3 seats) | Website | |
| 2 | Best for AI-driven knowledge management | 30-day free trial | From $18/user/month | Website | |
| 3 | Best for real-time deal tracking | Free plan available | From $15/user/month (billed annually) | Website | |
| 4 | Best native Salesforce integration | 15-day free trial | From $15/user/month | Website | |
| 5 | Best for providing engagement analytics | Free plan available | From $350/month | Website | |
| 6 | Best with automated lead nurturing | Free demo available | Pricing upon request | Website | |
| 7 | Best for cold email automation | 7-day free trial available | From $25/month | Website | |
| 8 | Best for field sales teams | Free plan + free demo available | From $9/user/month | Website | |
| 9 | Best for customizable dashboards | Free trial + demo available | Pricing upon request | Website | |
| 10 | Best for team-based task management | 21-day free trial available | From $75/user/month | Website | |
| 11 | Best for seamless communication tools | 14-day free trial | Pricing upon request | Website | |
| 12 | Best for buyer intent tracking | Free trial available | Contact for pricing | Website | |
| 13 | Best virtual sales room | 14-day free trial | From $25/user/month | Website | |
| 14 | Best modular sales engagement platform | Free trial available | Pricing upon request | Website | |
| 15 | Best for outbound B2C sales | Not available | Website | ||
| 16 | Best with built-in lead intelligence | Free demo available | From $58/user/month | Website | |
| 17 | Best for B2B SaaS sales teams | Free plan available | From $49/user/month (billed annually) | Website | |
| 18 | Best AI-generated outreach messaging | Not available | Website | ||
| 19 | Best for personalized engagement strategies | 14-day free trial | From $25/user/month | Website | |
| 20 | Best for pipeline management | 15-day free trial + free plan available | From $7/user/month (billed annually) | Website |
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Expedite Commerce
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Prisync
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.7 -
QuickBooks Online
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4
Best Sales Engagement Software Reviews
Here, you can find a detailed overview of each of the best sales engagement software that made it to my short list. I’ve added details on their best use cases and standout features and included a screenshot of the user interface to give you a sense of each platform.
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
New Product Updates from monday CRM
monday CRM's AI-Powered Lead Scoring Boosts Sales Efficiency
monday CRM introduces AI-Powered Lead Scoring to prioritize high-value prospects through data-driven insights. For more information, visit monday CRM's official site.
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
HubSpot is a sales, marketing, and support enablement platform with a well-rounded feature set. It brings your revenue operations departments into a shared environment to create a cohesive customer experience.
Why I picked HubSpot: This software earned its spot on my list because in addition to being a feature-rich RevOps platform, it also provides real-time deal tracking. Salespeople can keep an eye on how prospects move through their funnel, and jump in at key moments to drive engagement and conversions. This supports a more personalized customer experience.
The software also has features to automate task creation and email sequencing, helping to reduce your team's manual workload. This way, your team can focus on closing deals and moving leads through the pipeline. The software is also fully stacked with marketing and support features, creating alignment across your RevOps teams.
HubSpot Standout Features & Integrations
Features include contact management, email marketing, sales automation, deal tracking, customizable pipelines, analytics and reporting, customer support tools, and marketing automation.
Integrations include Google Workspace, Microsoft Office 365, Salesforce, Shopify, WordPress, Slack, Facebook Ads, LinkedIn Ads, Zoom, QuickBooks, and hundreds more. A paid Zapier account will also unlock additional integrations.
Pros and cons
Pros:
- Feature-rich and built for all revops domains
- Hundreds of integrations available
- Scalable, flexible plan structure
Cons:
- Complex pricing model
- Advanced features come with a learning curve
Groove is a sales engagement software with communication, workflow management, productivity, revenue intelligence, and analytics tools.
Why I picked Groove: Sales teams can use the software as a centralized location for various data and information related to their operations. Sales calls can be recorded and transcribed, appointments can be scheduled, and multi-channel automated sequences can be created through the platform. Sales pipelines can be tracked and evaluated, and engagement and activity metrics are tracked across all deals that move through your sales funnel.
All of these functionalities are built on the software’s native Salesforce integration. Salesforce remains your team’s CRM database, but two-way data syncing brings contact records from Salesforce into the platform and sends notes and activity updates back to Salesforce. Custom fields and workflows can be established between the programs.
Groove Standout Features and Integrations
Features include call recording, call coaching, automated call transcription, multi-channel workflow automation, SMS management, pipeline management, automated lead capture, and lead engagement analytics.
Integrations include LinkedIn and Salesforce.
Pros and cons
Pros:
- On-demand training
- Vast knowledge base
- Friendly user interface
Cons:
- Steep learning curve
- Not ideal for teams not using Salesforce
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
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.
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
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
Salesforce Sales Cloud is a sales engagement and CRM platform that streamlines lead management, forecasting, and customer interactions for modern sales teams. It automates key workflows and provides AI-driven insights to help teams focus on the right opportunities and close deals faster.
Why I picked Salesforce Sales Cloud: Salesforce Sales Cloud stands out for its depth and flexibility—it centralizes sales operations while layering on predictive analytics and automation that drive measurable productivity. Its forecasting and AI features give CROs a clear view of pipeline health and help revenue teams prioritize where to spend their time. The platform’s scalability and wide integration network make it adaptable for organizations of any size or complexity.
Standout features & integrations:
Features include lead and opportunity management, AI-powered insights, workflow automation, customizable dashboards, and multi-channel communication for consistent customer engagement.
Integrations include Slack, Microsoft Teams, Google Workspace, LinkedIn Sales Navigator, DocuSign, Mailchimp, Tableau, QuickBooks, HubSpot, and Dropbox.
Pros and cons
Pros:
- Multi-channel communication supports consistent customer engagement across platforms.
- Automation tools reduce manual workloads so teams can focus on strategic activities.
- AI-driven insights help prioritize leads and streamline sales processes.
Cons:
- Complexity may require extensive training for users to become proficient.
- Can be expensive for small businesses with limited budgets.
Upscale facilitates several sales engagement functionalities, including multi-channel outreach, task management, workflow automation, and analytics and reporting.
Why I picked Upscale: Sales reps can manage their WhatsApp messages, emails, LinkedIn communications, and calls using the software. It also provides a multi-channel workflow builder, and sales cadences can be automated and tracked for optimization. The dialer auto-assigns incoming calls, ensuring they’re picked up. Call scripts can be configured for more effective sales conversations.
Teams get an overview of their various sales tasks, progress that’s been made, and who’s assigned to which prospects in the software. Agents receive notifications related to tasks assigned to them. Performance tracking helps identify gaps in the sales funnel and highlights the work of high-performing agents.
Upscale Standout Features and Integrations
Features include unlimited multi-channel sequences, A/B testing, email templates, dialer, custom triggers, sending schedules, Chrome extension, local area code masking, call recording, and performance analytics.
Integrations include Google Sheets, HubSpot, Salesforce, Slack, Pipedrive, Vidyard, and Zoho. Additional integrations can be configured through Zapier.
Pros and cons
Pros:
- Free trial to try before you buy
- Vast knowledge base
- 24/7 live chat support
Cons:
- Data exports via email, rather than direct download
- Somewhat complex, takes time to learn
Revenue Grid is a sales engagement platform that automates multichannel outreach and delivers real-time revenue intelligence for Salesforce users. It centralizes communications, analytics, and automation to help sales teams close more deals with less manual effort and greater visibility into the pipeline.
Why I picked Revenue Grid: It’s one of the few tools purpose-built for Salesforce, capturing every interaction automatically and surfacing actionable insights directly in the CRM. For CROs focused on improving sales efficiency and forecast accuracy, Revenue Grid brings together engagement data, automation, and deal guidance in a single, revenue-aligned platform.
Standout features & integrations:
Features include automated sales sequences, activity capture, deal guidance, team analytics, performance insights, and real-time forecasting—helping teams streamline workflows and focus on closing revenue.
Integrations include Salesforce (native), Outlook, Gmail, and other major communication and CRM systems.
Pros and cons
Pros:
- It automates data capture, reducing manual entry tasks for sales reps.
- The platform provides valuable analytics that assist in crafting effective sales strategies.
- Revenue Grid offers seamless integration with Salesforce, enhancing its utility for CRM-driven teams.
Cons:
- Pricing may be considered high for smaller businesses, limiting accessibility.
- Some users report a steep learning curve when initially using the software.
ZoomInfo SalesOS is a sales engagement platform that automates outreach and prioritizes high-intent leads for revenue teams. It combines data intelligence, workflow automation, and AI-driven insights to streamline prospecting, personalize engagement, and accelerate sales cycles.
Why I picked ZoomInfo SalesOS: ZoomInfo SalesOS stands out for its ability to unify sales data and automation in one workspace. Its buyer intent tracking and conversation intelligence features help teams engage with the right prospects at the right time—while automated workflows minimize manual work and boost efficiency. For CROs and RevOps leaders, it delivers measurable gains in pipeline velocity and sales productivity.
Standout features & integrations:
Features include buyer intent tracking, conversation intelligence, website visitor tracking, lead enrichment, contact and company search, and automated workflows that streamline repetitive sales tasks.
Integrations include Salesforce, HubSpot, Microsoft Dynamics, Outreach, Salesloft, Marketo, Pardot, Google Workspace, Slack, and LinkedIn.
Pros and cons
Pros:
- Intent tracking capabilities help identify prospects actively searching for services.
- Seamless integration with Salesforce and LinkedIn Sales Navigator enhances workflow efficiency.
- Provides highly accurate contact data to efficiently connect with decision-makers.
Cons:
- Users express a need for improved search filters and more direct CRM import options.
- Some users report outdated or incomplete company data.
GetAccept is a sales software that creates a virtual environment where prospects and sales reps can interact and manage various deal stages.
Why I picked GetAccept: Users can build a virtual portal with curated multimedia content to inform and engage prospects about their product or services. Together, sales reps and prospects can create a plan with action items to move forward in the deal process. A proposal can then be sent to the client, and once agreed upon, a contract can be delivered and signed through the software.
For teams working in service-based industries, a digital sales room can be a better option than traditional emailing and video conferencing. The platform centralizes the information, documentation, and activity history of the sales process in a custom, dedicated environment. This helps both the client and seller keep track of their progress.
GetAccept Standout Features and Integrations
Features include electronic signatures, sales collateral management, content templates, video recording, unlimited users, custom branding, and automated reminders.
Integrations include Freshsales, HubSpot, Lime CRM, Microsoft Dynamics, Pipedrive, Salesforce, and SuperOffice.
Pros and cons
Pros:
- Proposal, quote, and contract management included
- Friendly, easy to learn interface
- On-demand video training library
Cons:
- May not be suited to high-volume or self-serve sales
- API access costs an additional fee
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
Customers.ai is an outbound marketing and sales automation platform for teams working in consumer-facing industries in the US.
Why I picked Customers.ai: The software hosts a database of over 250 million consumer contacts that can be used for prospecting and outreach. Contact demographic, behavioral, and interest-based data is stored in the database, allowing users to segment according to their customer personas. The software can also track website visitors and capture lead data from ad traffic, allowing teams to build out their own lead database.
Outbound communication tools include email and text outreach campaigns as well as lead activity notifications for sales reps. The company also has a product that facilitates automated responses for social media messaging, ensuring customers and prospects receive timely responses through your social channels.
Customers.ai Standout Features and Integrations
Features include B2C contact database, buyer intent data, data enrichment, lead capture, visitor tracking, segmentation, email and SMS sequences, messaging inbox and lead attribution and analytics.
Integrations can be configured via Zapier, which is included in higher-tier pricing plans.
Pros and cons
Pros:
- Dedicated automation specialist with Enterprise plan
- Messaging templates available for quicker drafting
- Email and phone support with all paid plans
Cons:
- Somewhat complex, comes with a learning curve
- Social media tool must be purchased separately
Mailshake is an outbound email and calling software for sales teams that also has built-in lead intelligence capabilities.
Why I picked Mailshake: This software can be used to manage outbound emails, helping sales reps connect with new leads. Sales reps can create automated email sequences and follow-up messages, and track the performance of every email they send to improve their outreach strategy. With a more advanced plan, teams can also access telephony features like a power dialer and phone scripts.
The company also provides lead generation software to help build your contact list, which can be purchased separately but is included with the sales engagement software. Users can search for contact email addresses and filter leads based on their location, role, or company.
Mailshake Standout Features and Integrations
Features include AI email drafting, automated email sequences, sequence auto-pause, A/B testing, list cleaning, email templates, browser extension, lead intelligence, and email monitoring.
Integrations include Calendly, Call Loop, Drift, Facebook, Google Suite, HubSpot, LinkedIn, Nimble, Outlook, Pipedrive, Salesforce, Salesmate, Slack, Twilio, and Zoho.
Pros and cons
Pros:
- Friendly interface, easy to use
- Built-in lead intelligence
- Weekly training webinars
Cons:
- Phone support not available
- Calling features not available in basic plan
Apollo is a sales prospecting, engagement, and automation software for sales teams working in the B2B SaaS industry.
Why I picked Apollo.io: Before you start to engage your sales prospects, you can build your lists with the software’s prospecting and intelligence tools. A database of over 250 million contacts helps B2B sales teams find relevant, qualified leads for outreach. Users can also create personas in the system, and its AI-powered algorithm will find leads that match.
The software has email, calling, and task management tools that include automation options. Workflows can be established to assign prospects and tasks to specific sales reps and for specific actions to be taken when contact or account data changes. Advanced email analytics help teams understand the results of their efforts.
Apollo.io Standout Features and Integrations
Features include customizable templates, A/B testing, lead database, buyer intent data, email sequences, dialer, pre-built reports, advanced email analytics,
Integrations include Gmail, HubSpot, LinkedIn, Outlook, Outreach, Salesforce, Salesloft, and a custom API. Zapier can also be used to configure integrations.
Pros and cons
Pros:
- Knowledge base and webinars available
- All plans come with Zapier
- Free-forever plan available
Cons:
- Custom training and onboarding only available with highest-tier plan
- Lead intelligence data may not benefit those not in B2B industries
Autobound is a sales engagement software that helps you craft personalized outreach messages using ChatGPT artificial intelligence.
Why I picked Autobound: Sales reps can use the software to write LinkedIn messages and complete emails alike. The platform’s AI capabilities leverage contact data like shared experiences, important dates, and social media posts to produce personalized, relevant messaging. Teams can train the system to better understand their product offer, target users, and competitors.
For teams managing high-volume outbound sales campaigns, this can be a helpful tool in crafting messages to connect and build rapport with prospects. The software can indicate if you have shared interests, educational background, or work experience as your lead. It helps save time on researching potential customers so you can get into their inbox more quickly.
Autobound Standout Features and Integrations
Features include contact data and insights, content recommendations, message openers and email preview text, value props, and Chrome extension.
Integrations include Gmail, LinkedIn, Outreach, and Salesloft.
Pros and cons
Pros:
- Can be trained to understand your product value and ICP
- Helps incorporate personal details into messaging
- Speeds up drafting time for outreach messages
Cons:
- Functionality is limited to message development
- Recommended content is occasionally generic
CRM Creatio is a no-code platform designed to automate business processes across marketing, sales, and service functions. It is intended for businesses seeking to enhance their customer relationship management capabilities with tools that offer visibility into customer interactions and sales processes.
Why I picked CRM Creatio: It offers no-code customization, which allows you and your team to tailor workflows without needing technical skills. You can easily set up automated tasks, manage pipelines, and organize customer interactions to suit different stages of the sales cycle. Furthermore, CRM Creatio’s 360-degree customer view ensures all relevant data, such as past interactions, purchase history, and relationship status, is at your fingertips, so you can create more personalized engagement strategies.
Another key feature is CRM Creatio’s customizable dashboards, which give you immediate access to data on customer behaviors, sales trends, and team performance metrics. This helps you keep an eye on what’s working and adjust strategies as needed. The platform's focus on user-defined workflows also means you can quickly adapt it to meet shifting business needs without the hassle of coding.
CRM Creatio Standout Features and Integrations
Features include sales forecasting, contact management, KPI monitoring tools, collaboration tools, reporting and analytics, lead and opportunity management, marketing automation, and order management.
Integrations include Accelo, Act!, ActiveCampaign, Acumatica, Adobe Analytics, Asana, Microsoft Exchange, Excel, Mailchimp, HubSpot Marketing Hub, Google Calendar, and Tableau.
Pros and cons
Pros:
- 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
Bigin by Zoho CRM is a sales engagement platform that streamlines sales processes for small businesses. It covers pipeline management, automation, and multichannel communication, helping teams close deals faster, collaborate efficiently, and stay connected on the go.
Why I picked Bigin by Zoho CRM: Bigin stands out for its intuitive, pipeline-focused interface and lightweight CRM setup—ideal for small teams without a dedicated ops function. It simplifies deal tracking and customer engagement across channels, while automation features handle repetitive workflows so sales reps can focus on relationships and revenue.
Standout features & integrations:
Features include pipeline and contact management, workflow automation, multichannel communication via email and WhatsApp, team collaboration through Microsoft Teams, and mobile access for iOS and Android. Its customization options let users tailor dashboards and fields to their specific processes.
Integrations include Microsoft 365, Google Workspace, Mailchimp, Zoho Desk, Zoho Books, Zoho Invoice, Zoho Campaigns, Twilio, and Zapier.
Pros and cons
Pros:
- Affordable pricing and seamless integration with Zoho apps make it an accessible all-in-one sales tool.
- Automation and multichannel communication features help streamline sales workflows and customer engagement.
- Bigin offers an intuitive, user-friendly interface that simplifies CRM setup for small businesses.
Cons:
- Limited customization options may not suit teams with complex sales processes.
- Lacks advanced analytics and AI capabilities found in larger CRM platforms.
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Selection Criteria For Sales Engagement Software
Sales engagement software are designed to streamline communication, automate sales processes, and provide valuable insights into customer interactions. Having personally tried and researched various sales engagement platforms, I've identified key features and use cases that are essential for any software to be considered effective in this domain.
Core Sales Engagement Software Functionality - 25% of total weighting score
To be considered for inclusion on my list of the best sales engagement software, the solution had to support the ability to fulfill common use cases:
- Automating routine sales communications and follow-ups to increase efficiency.
- Providing insights into customer engagement to tailor follow-up strategies.
- Integrating seamlessly with CRM platforms for a unified workflow.
- Facilitating collaboration among sales team members to streamline processes.
- Enhancing lead management through effective tracking and prioritization.
Additional Standout Features - 25% of total weighting score
- Unique AI-driven insights to optimize sales pitches and interactions.
- Advanced customization options to tailor the platform to specific sales processes.
- Robust integration capabilities with a wide range of third-party applications.
- Exceptional data visualization tools for more intuitive analytics and reporting.
- Innovative features that enhance remote sales team collaboration and productivity.
Usability - 10% of total weighting score
- Intuitive user interfaces that require minimal training and promote high adoption rates.
- Streamlined navigation and logical organization of features to support daily sales activities.
- Customizable dashboards that provide quick access to key information and tasks.
Onboarding - 10% of total weighting score
- Comprehensive onboarding materials like tutorials, guides, and webinars to ensure a smooth transition.
- Interactive product tours and demos to familiarize users with key features and benefits.
- Responsive customer support during the onboarding phase to address any setup issues or questions.
Customer Support - 10% of total weighting score
- Access to knowledgeable and responsive customer support teams.
- Multiple support channels, including live chat, email, and phone.
- Proactive customer success initiatives to ensure users derive maximum value from the software.
Value For Money - 10% of total weighting score
- Competitive pricing that reflects the software's features and capabilities.
- Transparent pricing models without hidden costs.
- Flexible plans that cater to businesses of different sizes and needs.
Customer Reviews - 10% of total weighting score
- Analyzing feedback from a broad user base to gauge overall satisfaction and identify common trends.
- Paying attention to detailed reviews that highlight both strengths and areas for improvement.
- Considering the impact of the software on sales productivity and revenue growth as reported by users.
When selecting sales engagement software, it's important to choose a solution that not only aligns with your current needs but also has the flexibility to grow with your business. A well-chosen platform can significantly enhance your sales team's efficiency and effectiveness, driving better results and higher revenue.
How To Choose Sales Engagement Software
With so many different sales engagement software available, it can be challenging to make decisions on what tool is going to be the best fit for your needs.
As you're shortlisting, trialing, and selecting sales engagement software, consider the following:
- What problem are you trying to solve - Start by identifying the sales engagement software feature gap you're trying to fill to clarify the features and functionality the tool needs to provide.
- Who will need to use it - To evaluate cost and requirements, consider who'll be using the software and how many licenses you'll need. You'll need to evaluate if it'll just be the revenue operation leaders or the whole organization that will require access. When that's clear, it's worth considering if you're prioritizing ease of use for all or speed for your sales engagement software power users.
- What other tools it needs to work with - Clarify what tools you're replacing, what tools are staying, and the tools you'll need to integrate with, such as accounting, CRM, or HR software. You'll need to decide if the tools will need to integrate together or if you can replace multiple tools with one consolidated sales engagement software.
- What outcomes are important - Consider the result that the software needs to deliver to be considered a success. Consider what capability you want to gain or what you want to improve, and how you will be measuring success. For example, an outcome could be the ability to get greater visibility into performance. You could compare sales engagement software features until you’re blue in the face but if you aren’t thinking about the outcomes you want to drive, you could be wasting a lot of valuable time.
- How it would work within your organization - Consider the software selection alongside your workflows and delivery methodology. Evaluate what's working well and the areas that are causing issues that need to be addressed. Remember every business is different — don’t assume that because a tool is popular that it'll work in your organization.
Trends In Sales Engagement Software For 2025
The ongoing innovations and updates in sales engagement software reflect a deeper understanding of user needs and an increasing demand for automation, personalization, and integration. These changes are not just enhancing the efficiency of sales teams but also providing richer, data-driven insights for strategic decision-making in revenue operations. Here's a detailed look at the prevailing trends:
- Integration and Automation:
- Enhanced CRM integrations ensure seamless data flow and context sharing across platforms, minimizing data silos and manual data entry.
- Advanced automation capabilities are evolving to cover more complex and nuanced sales processes, reducing repetitive tasks and enabling sales teams to focus on engagement and relationship building.
- AI-Driven Insights and Personalization:
- AI and machine learning are increasingly used to analyze customer interactions and provide actionable insights, enabling more personalized and effective engagement strategies.
- Novel AI applications in sales engagement software include predictive analytics for lead scoring and next-best-action recommendations, helping sales teams to prioritize their efforts intelligently.
- Collaboration Features:
- Enhanced collaboration tools within sales engagement platforms facilitate better teamwork, especially important in remote and hybrid working environments, ensuring all team members are aligned and informed.
- Real-time communication and document sharing within the platform are becoming standard features, streamlining the sales process and improving team synergy.
- Declining Features:
- Basic email tracking and templated responses are becoming commoditized; their importance is diminishing as users expect these as standard features, not differentiators.
- Overly complex and feature-dense interfaces are being streamlined, as user preference shifts towards simplicity, ease of use, and task-focused design.
These trends indicate that sales engagement software is moving towards more intelligent, integrated, and user-centric solutions. For revenue operation leaders, selecting software that aligns with these trends will be key to staying competitive and maximizing the efficiency and effectiveness of their sales teams.
What Is Sales Engagement Software?
Sales engagement software is a tool that assists sales teams in managing and improving interactions with customers and prospects. It encompasses functionalities for automating and organizing communication, managing sales content, tracking leads, and providing analytics on sales activities. This software supports various communication channels and integrates with CRM systems to centralize customer interactions.
The benefits of sales engagement software include increased efficiency in the sales process, enabling sales teams to focus on more strategic tasks rather than manual, repetitive activities. It enhances the quality of customer engagement, providing insights that lead to more effective communication and better relationship management. The software also aids in consistent and personalized outreach, improving lead tracking and conversion rates. Overall, it supports sales teams in achieving their goals more effectively and aligning their activities with broader sales strategies.
Features Of Sales Engagement Software
Sales engagement software provides a suite of tools designed to enhance every step of the sales process, from initial outreach to final conversion. Here are the most important features to consider when choosing sales engagement software:
- CRM Integration: Ensures seamless synchronization with your customer relationship management system. This is vital for maintaining a single source of truth for customer data, enabling more coordinated and strategic engagement efforts.
- Automated Outreach: Allows for the automation of repetitive communication tasks. Automated outreach ensures consistent follow-ups and nurtures leads efficiently, increasing the likelihood of conversion.
- Email Tracking and Analytics: Offers insights into email engagement rates. Understanding how recipients interact with your emails helps refine messaging and timing strategies, ultimately boosting engagement rates.
- Call Logging and Recording: Facilitates the documentation and analysis of sales calls. This feature is crucial for reviewing performance, ensuring compliance, and identifying areas for improvement in sales pitches.
- Content Sharing Capabilities: Enables the easy distribution of relevant sales materials to prospects. Efficient content sharing helps maintain engagement and provides value to prospects throughout the buying journey.
- Meeting Scheduling: Streamlines the process of setting up meetings with prospects. An integrated scheduling tool reduces the back-and-forth communication often required to book meetings, enhancing productivity.
- Lead Prioritization: Utilizes AI and machine learning to score and prioritize leads. By focusing efforts on high-potential leads, sales teams can optimize their time and resources to maximize conversion rates.
- Workflow Automation: Automates various sales process steps based on predefined triggers. This feature ensures that no opportunity is missed and that best practices are consistently applied across the sales team.
- Reporting and Dashboards: Provides comprehensive insights into sales activities and performance. Access to detailed analytics helps leaders make informed decisions, track progress against goals, and identify areas for optimization.
- Mobile Access: Ensures the platform is accessible from any device. In today's mobile-first world, the ability to engage with prospects and access key information on the go is essential for staying competitive.
When choosing sales engagement software, it's important to select a solution that not only aligns with your current operational needs but also scales with your business. The right software will offer a robust set of features that enhance the efficiency and effectiveness of your sales processes, contributing to a stronger bottom line and improved revenue operations.
Benefits Of Sales Engagement Software
By integrating various tools that streamline and optimize every stage of the sales process, sales engagement software plays a pivotal role in driving sales performance and revenue growth. Here are five primary benefits of leveraging sales engagement software for users and organizations:
- Enhanced Productivity: Automates routine tasks and streamlines sales workflows. By reducing the time spent on administrative tasks, sales professionals can focus more on engaging with prospects and closing deals, thereby boosting their productivity.
- Improved Communication: Facilitates consistent and effective communication with prospects. Sales engagement software ensures that all touchpoints with prospects are meaningful and timely, which can significantly improve relationship building and sales outcomes.
- Data-Driven Insights: Provides valuable analytics and metrics on sales activities. Access to in-depth insights allows sales teams and managers to make informed decisions, refine strategies, and better understand what resonates with their target audience.
- Increased Sales Velocity: Speeds up the sales cycle from initial contact to close. By automating follow-ups and providing tools for immediate response to prospect queries, sales engagement software helps move leads through the pipeline more swiftly.
- Scalability: Adapts to the growing needs of a business. As organizations expand, sales engagement software can scale accordingly, supporting larger sales teams and adapting to more complex sales processes without sacrificing performance or efficiency.
Costs & Pricing For Sales Engagement Software
Sales engagement software comes with various pricing and plan options, each designed to meet different business needs and scales. Understanding these plans and what they offer is key to selecting a software package that aligns with your organization's goals and budget. Here's a snapshot of typical plan options you might encounter:
Plan Comparison Table For Sales Engagement Software
| Plan Type | Average Price | Common Features Included |
|---|---|---|
| Starter | $30 - $75 per user/month | Basic email tracking, limited automation, CRM integration |
| Professional | $75 - $150 per user/month | Advanced analytics, increased automation, CRM integration, enhanced support |
| Enterprise | Custom pricing | Full feature access, custom integrations, dedicated support, unlimited scalability |
| Free | $0 | Basic functionality, limited analytics, no automation features |
When selecting a plan, consider the size of your sales team, the complexity of your sales processes, and the level of support you anticipate needing. Keep in mind that the right software should not only fit your current needs but also grow with your organization. Balancing functionality with cost will ensure you receive value from your investment and support your business's sales objectives effectively.
Sales Engagement Software Frequently Asked Questions
The most frequently asked questions about sales engagement software, answered.
What are the types of sales engagement software?
Sales engagement software integrates various functionalities to cover different aspects of the sales process, providing comprehensive support to sales professionals. Here are some primary types of sales engagement software:
- Email Engagement Platforms: These tools focus on managing and optimizing email communications, offering features like email tracking, template creation, automated follow-ups, and analytics to gauge recipient engagement levels. They help sales teams to tailor their communication strategies based on data-driven insights.
- Calling and Dialer Systems: Designed to streamline phone outreach, these platforms offer functionalities like click-to-dial, call logging, call recording, and analytics. They enable sales teams to conduct more calls in less time while ensuring all interactions are tracked and analyzed for continuous improvement.
- Sales Automation Platforms: Automating repetitive tasks and processes, these tools help sales teams focus on high-value activities. Features might include automated email sequences, lead prioritization, and task reminders, all aimed at increasing sales productivity and effectiveness.
- Meeting Scheduling Tools: By simplifying the process of scheduling meetings with prospects, these platforms minimize the back-and-forth communication often required. Integration with calendars, automated reminders, and time zone considerations are common features that enhance convenience for both sales professionals and their prospects.
- Content Engagement Platforms: These tools help sales teams to share relevant content with prospects and track engagement. Features may include content libraries, document tracking, and analytics to understand how content influences the sales process and to identify the most impactful materials.
- Social Selling Tools: Leveraging social media platforms, these tools enable sales professionals to engage with prospects, share relevant content, and build relationships. They provide features to monitor social interactions, track engagement, and integrate social activities into the broader sales strategy.
- Sales Intelligence Software: While not exclusive to engagement, sales intelligence tools complement sales engagement platforms by providing key data and insights about prospects. This information can inform engagement strategies, ensuring that communications are personalized and relevant.
- Multi-Channel Engagement Platforms: These comprehensive tools combine several of the above functionalities, allowing sales teams to engage with prospects across multiple channels—email, phone, social media, and content—from a single platform. This integrated approach ensures a cohesive and coordinated engagement strategy.
When selecting sales engagement software, it’s essential to consider the specific needs of your sales team, the nature of your sales process, and your overall business objectives. The right software should not only facilitate more effective sales engagements but also integrate seamlessly with your existing sales tech stack and workflows.
What’s the difference between sales engagement software and CRM software?
There’s plenty of overlap between sales engagement software and customer relationship management (CRM) software. In fact, many are one and the same. What makes a software qualify under the category of sales engagement is that it offers specific features and functionalities for sales management purposes. CRM platforms, on the other hand, are primarily focused on keeping customer data organized and accounted for. Most sales engagement platforms that don’t have a built-in CRM system will offer CRM integrations with commonly used CRMs like HubSpot and Salesforce.
Can sales engagement software automate cross-platform communications?
Yes, sales engagement software can automate cross-platform communications by integrating various communication channels like email, social media, phone, and messaging apps into a single platform. This enables consistent and timely interactions with prospects across different touchpoints, enhancing the efficiency and effectiveness of sales campaigns.
Can sales engagement software personalize customer interactions?
Sales engagement platforms excel in personalizing customer interactions by leveraging data analytics and AI. They can tailor communications based on customer behavior, preferences, and previous interactions, ensuring messages resonate more effectively with each prospect or customer.
Are there analytics for measuring engagement effectiveness?
These software solutions offer robust analytics features to measure engagement effectiveness, tracking metrics like response rates, engagement levels, and conversion rates. This data helps sales teams optimize strategies and improve engagement with prospects and customers over time.
Additional Sales Management Software Reviews
Here are a few other tools that may pique your interest.
What’s Next:
If you're in the process of researching sales engagement software, connect with a SoftwareSelect advisor for free recommendations.
You fill out a form and have a quick chat where they get into the specifics of your needs. Then you'll get a shortlist of software to review. They'll even support you through the entire buying process, including price negotiations.