# Best Sales Engagement Software - Page 14

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

**Total Products under this Category:** 321

### Category Stats (Aug 2026)

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

_Last updated: August 01, 2026_

## How Does G2 Rank Sales Engagement Software Products?

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

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

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

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

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

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

**Sponsored**

### Mitratech HotDocs

Mitratech HotDocs is document automation software trusted by thousands of law firms, enterprise teams, and government agencies to eliminate manual drafting at scale. Used across legal, financial services, insurance, and corporate teams, it handling everything from contracts and compliance documents to client-facing forms. HotDocs turns your most complex, high-volume documents into intelligent templates that generate accurate, consistent output every time. Instead of copy-paste drafting and manual edits, teams answer a guided interview and HotDocs does the rest: applying rules-based logic to produce compliant, error-free documents across every office, jurisdiction, and use case. Key features and capabilities include: - Rules-based document templates — convert standard documents into intelligent templates with conditional logic that automatically adapts content based on inputs, matter type, or jurisdiction - Guided interviews and dynamic questionnaires — structured data collection ensures the right information is captured upfront, reducing back-and-forth and improving output quality - High-volume and complex document support — purpose-built for organizations generating large quantities of intricate documents where manual drafting creates risk and inefficiency - Reusable data across documents and workflows — enter data once and populate it across multiple documents and templates, reducing duplication and improving consistency - Integration with Mitratech platform — native integrations with TAP, TeamConnect, and CaseCloud™ support connected document generation within broader legal and operational workflows Common use cases include: - Contract drafting and standard agreement generation - Regulated document production in financial services, insurance, and government - Legal form and pleading assembly - High-volume client-facing document generation - Compliance document creation across jurisdictions HotDocs is designed for legal, compliance, operations, and business teams in mid-size to enterprise organizations that produce high volumes of documents where accuracy, consistency, and compliance are non-negotiable. It is particularly well-suited for organizations looking to reduce the time and cost of manual document drafting, standardize document output across distributed teams, and scale document production without proportionally increasing headcount or outside counsel spend. By transforming static documents into intelligent, reusable templates, Mitratech HotDocs helps organizations reduce drafting risk, accelerate document turnaround, and maintain compliance across even their most complex and high-volume document workflows.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1400&secure%5Bchosen_at%5D=2026-08-01T23%3A14%3A22Z&secure%5Bdisplayable_resource_id%5D=1966&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=65464&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=65464&secure%5Bresource_id%5D=1400&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fsales-engagement%3Fpage%3D14&secure%5Btoken%5D=8c105619600111e8216b4aa3ff799171fa7ad063099e024c3885932670e8f227&secure%5Burl%5D=https%3A%2F%2Fclc.mitratech.com%2Fg2-click%3Futm_source%3Dg2%26utm_medium%3Dcpc%26utm_campaign%3Dclc-hotdocs-g2-click-june-2026&secure%5Burl_type%5D=custom_url)

### [Cold Navigator](https://www.g2.com/products/cold-navigator/reviews)

Cold Navigator is a LinkedIn outreach platform built to help founders, sales teams, and agencies start more conversations and generate leads through LinkedIn. With Cold Navigator, users can connect multiple LinkedIn accounts, create structured outreach campaigns, import lead lists, and send connection requests and follow-up messages in a controlled and consistent way. The platform provides a centralized dashboard to track messages sent, replies received, active campaigns, and conversion performance in real time. Cold Navigator focuses on safe and reliable outreach by using human-like sending behavior, smart delays, and account-level limits. This allows teams to scale LinkedIn outreach while protecting account health. The platform is suitable for solo founders starting outbound, growing sales teams managing daily prospecting, and agencies running outreach for multiple clients. Cold Navigator helps teams save time, stay organized, and turn LinkedIn outreach into a predictable growth channel.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Cold Navigator?

- **Workflow Performance:** 5.0/10 (Category avg: 8.6/10)
- **Workflow Management:** 10.0/10 (Category avg: 8.8/10)
- **Other Outreach Options :** 10.0/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Cold Navigator?

- **Seller:** [Cold Navigator](https://www.g2.com/sellers/cold-navigator)
- **HQ Location:** London, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3a90dd38c05b241da21344dabb6ce517b5126064bf12239a6b4c2c30fb2ca0bd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcoldnavigator%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Cold Navigator?

**["Simple LinkedIn Outreach Automation"](https://www.g2.com/survey_responses/cold-navigator-review-12459212)**

**Rating:** 5.0/5.0 stars

_— İpek C._

[Read full review](https://www.g2.com/survey_responses/cold-navigator-review-12459212)

### [Dashed.ai](https://www.g2.com/products/dashed-ai/reviews)

Integrate & Track Your Outbound Prospecting

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Dashed.ai?

- **Workflow Performance:** 10.0/10 (Category avg: 8.6/10)
- **Workflow Management:** 10.0/10 (Category avg: 8.8/10)
- **Other Outreach Options :** 10.0/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Dashed.ai?

- **Seller:** [Dashed.ai](https://www.g2.com/sellers/dashed-ai)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

#### What Are Recent G2 Reviews of Dashed.ai?

**["Best AI powered sales tool"](https://www.g2.com/survey_responses/dashed-ai-review-6937240)**

**Rating:** 5.0/5.0 stars

_— Ashwani M._

[Read full review](https://www.g2.com/survey_responses/dashed-ai-review-6937240)

### [DealDrive CRM](https://www.g2.com/products/dealdrive-crm/reviews)

DealDrive is the agentic CRM that closes deals. Built for modern sales teams, founders, and revenue leaders who are tired of CRMs that only store data, DealDrive combines a full-featured sales platform with autonomous AI agents that prospect, enrich, qualify, nudge, and help close opportunities — so your reps spend more time selling and less time updating fields. Unlike traditional CRMs like Salesforce, HubSpot, Zoho, Pipedrive, and Freshsales, which require expensive add-ons for AI, enrichment, CPQ, contracts, and partner management, DealDrive ships everything in a single, unified workspace. Our platform brings together pipeline management, lead and deal scoring, AI-powered prospecting, account-based selling, configure-price-quote (CPQ), digital contract signing, partner relationship management (PRM), workflow automation, advanced analytics, and a sales engagement suite for email, WhatsApp, and SMS — all on one screen. At the heart of DealDrive is our Agentic AI engine. The Target prospecting agent identifies high-fit accounts by analyzing your closed-won deals and surfacing look-alike companies with verified contacts. The Enrichment agent auto-fills company and contact data from LinkedIn, websites, and news sources. The Deal Closure agent recommends next best actions, drafts personalized follow-ups, predicts win probability, and flags rotting deals before they slip. The AI Configurator lets admins build custom modules, fields, pipelines, and workflows using natural language. DealDrive is built for B2B sales teams across SaaS, technology, financial services, professional services, manufacturing, and agencies. Whether you're a solo founder running outbound, a startup scaling your first sales team, or a mid-market revenue org managing complex pipelines, DealDrive scales with you. Our Pro plan unlocks advanced modules including Target Prospecting, Partner Portal, AI Deal Closure, Custom Modules, AI Contract Management, and a full CPQ workflow with discount approvals. Key capabilities include: AI lead scoring, smart email drafts, deal win predictions, multi-pipeline management, Kanban and matrix views, stage gate rules, deal rotting alerts, sales signals feed, deal journey analytics, multi-currency support, role-based access control, hierarchical reporting, custom dashboards, automated invoicing with Razorpay, Gmail and Outlook two-way sync, WhatsApp and SMS messaging via Twilio, document e-signature, partner deal registration, territory management, goals and quota tracking, and a powerful import engine supporting Zoho, HubSpot, Pipedrive, and Salesforce migration. DealDrive is Agentic, mobile-first, PWA-installable, and supports 10 global languages. With transparent pricing starting and a free forever plan, DealDrive is the modern Zoho, Hubspot, Pipedrive alternative that helps sales teams close more deals — faster, smarter, and with less manual work. Try the agentic CRM that actually closes deals.

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate DealDrive CRM?

- **Workflow Performance:** 10.0/10 (Category avg: 8.6/10)
- **Workflow Management:** 10.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind DealDrive CRM?

- **Seller:** [DealDrive](https://www.g2.com/sellers/dealdrive)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of DealDrive CRM?

**["DealDrive-A Modern CRM That Makes Sales Teams More Productive"](https://www.g2.com/survey_responses/dealdrive-crm-review-12941949)**

**Rating:** 4.5/5.0 stars

_— Kalp G._

[Read full review](https://www.g2.com/survey_responses/dealdrive-crm-review-12941949)

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

demonstro is a platform where sales reps from different companies swap warm introductions. You help get meetings for reps at your target accounts, and they return the favor–turning cold outreach into trusted colleague referrals that accelerate pipeline, lower CAC, and ensure 100% deliverability. How It Works demonstro reimagines outbound prospecting as a discovery meeting exchange, offering the best alternative to cold calling and cold email. Sales rep at Company A wants to reach the CMO at Company B. demonstro finds a sales rep at Company B who wants to reach someone at Company A. Each rep asks their internal contact to take a brief call with the other company, creating two warm introductions instead of cold outreach that gets blocked by spam filters. Platform Features Our sales collaboration platform compares your account list to the live demonstro network, surfacing firms eager to trade conversations with decision makers. Because invitations come from trusted colleagues, meetings land on calendars quickly, pipelines advance, and email deliverability hits 100%. demonstro handles calendar coordination and only deducts credits after calls happen. Performance Tracking Every interaction feeds an Insights dashboard tracking warm introduction conversion rates, ROI, and individual performance. Post-call feedback creates Trust Scores that reward reliable partners and filter out low-quality participants, keeping the sales referral ecosystem healthy. Key Benefits Warm introductions cut through inbox clutter via colleagues rather than cold sequences; conversations convert higher because both parties fit each other's ICP; acquisition costs shrink by swapping value instead of buying lists or ads; each successful exchange attracts more compatible companies, compounding match quality for everyone.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate demonstro?

- **Workflow Management:** 8.3/10 (Category avg: 8.8/10)
- **Other Outreach Options :** 10.0/10 (Category avg: 8.4/10)

#### Who Is the Company Behind demonstro?

- **Seller:** [demonstro](https://www.g2.com/sellers/demonstro)
- **Year Founded:** 2024
- **HQ Location:** San Francisco, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7ab7972a27c4584f156f583443f0247aa65975f4ea6a78ce6d876a426e8b5a4e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdemonstro&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users are impressed by the **automation capabilities** of Demonstro, making meeting scheduling effortless and efficient.
- Users commend the **exceptional customer support** provided by Demonstro, making the setup process smooth and efficient.
- Users find **Demonstro very easy to use** , appreciating its intuitive interface and effortless setup for booking meetings.
- Users are thrilled with the **easy integrations** of Demonstro, making B2B prospecting seamless and effortless.
- Users rave about the **easy setup** of Demonstro, making it effortless to generate leads and book meetings.

##### Cons

- Users express **limited integrations** with CRM systems, leading to some frustrations while awaiting future updates.
- Users express frustration over the **missing CRM integration** , anticipating improvements as they wait for future updates.

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

**["Best new channel for pipegen since LI was created"](https://www.g2.com/survey_responses/demonstro-review-11623613)**

**Rating:** 5.0/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/demonstro-review-11623613)

### [Digital Business Marketing](https://www.g2.com/products/digital-business-marketing/reviews)

WeMakeLeads. Business Marketing Service. All-In-One Place Platform. All-Inclusive Digital Marketing Service: Everything you need to succeed online. Get Free Access to Our Business App Platform.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Digital Business Marketing?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10)
- **Workflow Performance:** 10.0/10 (Category avg: 8.6/10)
- **Workflow Management:** 10.0/10 (Category avg: 8.8/10)
- **Other Outreach Options :** 10.0/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Digital Business Marketing?

- **Seller:** [WeMakeLeads](https://www.g2.com/sellers/wemakeleads)
- **Year Founded:** 2021
- **HQ Location:** Brooklyn, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9632596cd2a931047f06d10ab339293f3a9c2156023735111f80538a3e31fd50&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F74922124%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

#### What Are Recent G2 Reviews of Digital Business Marketing?

**["DIgital Marketing Review"](https://www.g2.com/survey_responses/digital-business-marketing-review-9886089)**

**Rating:** 5.0/5.0 stars

_— Verified User in Airlines/Aviation_

[Read full review](https://www.g2.com/survey_responses/digital-business-marketing-review-9886089)

### [EDZE Sales Infinity](https://www.g2.com/products/edze-sales-infinity/reviews)

EDZE offers innovative SaaS solutions to efficiently operate Tele sales and Field sales. Our state of the art solution is focused on automating end to end Sales processes from digitization of lead records to sales closure and ongoing customer engagement. Most enterprises look at multiple solutions to automate Sales processes, with Sales Infinity enterprises don’t have to look beyond EDZE.

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate EDZE Sales Infinity?

- **Workflow Performance:** 8.3/10 (Category avg: 8.6/10)
- **Workflow Management:** 6.7/10 (Category avg: 8.8/10)
- **Other Outreach Options :** 8.3/10 (Category avg: 8.4/10)

#### Who Is the Company Behind EDZE Sales Infinity?

- **Seller:** [Edze Soft](https://www.g2.com/sellers/edze-soft)
- **Year Founded:** 2021
- **HQ Location:** Hyderabad, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=602a1561edcffd8035d7f9bddbac94e6b42d01186396b20f99ab3fbbae9b881f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F74908757&secure%5Burl_type%5D=linkedin_company_website)  
41 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

#### What Are Recent G2 Reviews of EDZE Sales Infinity?

**["Drive Sales Efficiently"](https://www.g2.com/survey_responses/edze-sales-infinity-review-7027520)**

**Rating:** 4.5/5.0 stars

_— Verified User in Telecommunications_

[Read full review](https://www.g2.com/survey_responses/edze-sales-infinity-review-7027520)

### [Email Sequence-r](https://www.g2.com/products/email-sequence-r/reviews)

Sequence-R is a simple yet powerful cold email outreach and sales automation platform built by sales professionals for sales professionals, consultants, and small agencies. It brings together email warming, multi-step sequences, lead management, and AI-powered email writing in one intuitive tool — helping users book more meetings without unnecessary complexity. Key Features • Built-in Email Warmup — Available even on the Free Forever plan to improve deliverability and land in inboxes more consistently. • Intuitive Sequence Builder — Easily create and automate follow-up sequences with customizable delays and personalized messaging. • AI Cold Email Writer — Generate natural-sounding initial emails, follow-ups, and closers. Supports multiple languages and smart placeholders. • Lead & Contact Management — Upload and organize prospects, then track everything in one clean dashboard. • Unified Inbox — Manage replies from all sending accounts in a single view. • Multi-Sender Support — Scale outreach with multiple email accounts on higher plans. Why Choose Sequence-R Sequence-R focuses on simplicity and real results. Whether you’re a solo founder running outbound, a consultant, or growing a small agency, you can launch campaigns quickly without a steep learning curve or expensive add-ons. The generous Free plan includes actual warmup and enough volume to run real tests. Paid plans start at just £13/month and scale affordably with higher sending limits, more senders, and additional features. Perfect for users who want a clean, effective cold email tool that delivers without the usual hassle.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Email Sequence-r?

- **Seller:** [Jeddio Technologies](https://www.g2.com/sellers/jeddio-technologies-1f3b68c3-e9e5-4772-a2ad-df81fdb9df60)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fa35d6e9c160db95b384e2edcaa6cd3deacd53b01451b1a2c937bb9c18618d98&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fjeddio-tech&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

#### What Are Recent G2 Reviews of Email Sequence-r?

**["Easy to Use with Strong Warmup and Analytics"](https://www.g2.com/survey_responses/email-sequence-r-review-12805677)**

**Rating:** 5.0/5.0 stars

_— Verified User in Marketing and Advertising_

[Read full review](https://www.g2.com/survey_responses/email-sequence-r-review-12805677)

### [FlowUp](https://www.g2.com/products/flowup/reviews)

FlowUp is a New age Omnichannel Automated Follow-up System powered by Voice and SMS that helps you upkeep your follow-ups and take your sales funnel to the next level. With FlowUp, you can craft your own outbound follow-up strategy and be in constant touch with your leads through a well-designed Inbound strategy through Transfer calls and Auto-responders.

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate FlowUp?

- **Workflow Performance:** 10.0/10 (Category avg: 8.6/10)
- **Workflow Management:** 8.3/10 (Category avg: 8.8/10)
- **Other Outreach Options :** 8.3/10 (Category avg: 8.4/10)

#### Who Is the Company Behind FlowUp?

- **Seller:** [FlowUp](https://www.g2.com/sellers/flowup)
- **Year Founded:** 2020
- **HQ Location:** Calgary, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ec2cd5e3202a7304146f630f261523c3f453895b26744dc3a6fdcd68c166f49b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fflowupinc%2F&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Large, 100% Small

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

**["Your Go-To Source for Comprehensive Website Reviews""](https://www.g2.com/survey_responses/flowup-review-8513193)**

**Rating:** 4.5/5.0 stars

_— Joy S._

[Read full review](https://www.g2.com/survey_responses/flowup-review-8513193)

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

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

### [Keybe](https://www.g2.com/products/keybe/reviews)

THE AWFUL REALITY Sales Reps have low conversion rates because they don't know the person they are talking to which means that relationships have a lack of empathy. People are not responsible for it, but processes are. THE PRODUCT Keybe, the AI-powered platform that boosts sales reps performance up to 4x resulting in value creation on top of the category average. THE ACHIEVEMENTS 40%of time optimized 30%in sales conversion rate Multiply your service capacity by 4 times

**Average Rating:** 4.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Keybe?

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.2/10)
- **Workflow Performance:** 8.3/10 (Category avg: 8.6/10)
- **Workflow Management:** 6.7/10 (Category avg: 8.8/10)
- **Other Outreach Options :** 6.7/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Keybe?

- **Seller:** [Keybe](https://www.g2.com/sellers/keybe)
- **Year Founded:** 2017
- **HQ Location:** Colombia, CO
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e7badf47ad2c9bdb4ab4eaf38b669d60061943b66b6e12ede0027662610360c2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkeybe%2F&secure%5Burl_type%5D=linkedin_company_website)  
47 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

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

**["Good platform for digital sales"](https://www.g2.com/survey_responses/keybe-review-8454237)**

**Rating:** 4.0/5.0 stars

_— Komal ._

[Read full review](https://www.g2.com/survey_responses/keybe-review-8454237)

### [LeadsRocket](https://www.g2.com/products/signimus-technologies-pvt-ltd-leadsrocket/reviews)

Signimus specializes in providing IT services, including custom web design, software development, app development, and digital marketing solutions. Their target clients include small businesses, the public sector, and various industries seeking to enhance their online presence and operational efficiency. With over 700 satisfied customers in India, Signimus is dedicated to delivering innovative technological solutions that meet evolving market demands. Their commitment to excellence is underscored by numerous accolades, including the Entrepreneur Excellence Award for their significant contributions to both IT and non-IT sectors.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### Who Is the Company Behind LeadsRocket?

- **Seller:** [Signimus Technologies](https://www.g2.com/sellers/signimus-technologies)
- **Year Founded:** 2018
- **HQ Location:** Indore, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=84def3b82767aed42c176703d9e60a98c26f2534c2f2dc973f19381dd4c34a3a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsigni-mus%2F&secure%5Burl_type%5D=linkedin_company_website)  
97 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **automation** of LeadsRocket for its consistent LinkedIn outreach and ease of use for new team members.
- Users value the **data accuracy** of LeadsRocket, enabling effective optimization and consistent outreach results effortlessly.
- Users find LeadsRocket's **ease of use** remarkable, allowing even new team members to operate it effortlessly.
- Users appreciate the **consistent and predictable results** from LeadsRocket's automated LinkedIn outreach, enhancing efficiency.
- Users benefit from the **intuitive user interface** of LeadsRocket, enabling easy usage for new team members.

##### Cons

- Users notice **dashboard issues** , such as limited analytics views and poor mobile usability affecting campaign management.
- Users find the **filter complexity** of LeadsRocket limits flexibility in segmenting LinkedIn search results effectively.
- Users find LeadsRocket's interface **not user-friendly** , noting the need for improved filters and mobile usability.

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

**["Effortless LinkedIn Outreach with Reliable Automation and Intuitive UI"](https://www.g2.com/survey_responses/leadsrocket-review-11937847)**

**Rating:** 5.0/5.0 stars

_— Divyesh K._

[Read full review](https://www.g2.com/survey_responses/leadsrocket-review-11937847)

### [LightSale](https://www.g2.com/products/lightsale/reviews)

LightSale™ is a B2B sales communication tool for sales and marketing teams to create and share sales opportunities – called “Deals” – in five minutes or less. LightSale Deals are live sales sheets with trackable links that can be shared with existing customers and prospects via Email or Text, and/or with the world via links posted on social media, industry forums or any messaging platform. A solution across sales roles, industries, and communication channels, LightSale requires no technology integration, is easy-to-use, and features real-time updates and tracking for immediate and laser-focused follow-up.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### Who Is the Company Behind LightSale?

- **Seller:** [HEMTech](https://www.g2.com/sellers/hemtech)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["LightSale takes just a couple of minutes to market a product to an entire network."](https://www.g2.com/survey_responses/lightsale-review-6914553)**

**Rating:** 5.0/5.0 stars

_— Verified User in Farming_

[Read full review](https://www.g2.com/survey_responses/lightsale-review-6914553)

### [N2Hive](https://www.g2.com/products/n2hive/reviews)

N2Hive is an end-to-end sales automation platform.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate N2Hive?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10)

#### Who Is the Company Behind N2Hive?

- **Seller:** [Ntooitive Digital](https://www.g2.com/sellers/ntooitive-digital)
- **Year Founded:** 2015
- **HQ Location:** Las Vegas, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=483df06a96109f7ea9d7c71f74ed2656fc1a040771a2ee8e42e86af264902c77&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fntooitive%2F&secure%5Burl_type%5D=linkedin_company_website)  
38 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Large

#### What Are Recent G2 Reviews of N2Hive?

**["N2Hive is simply Awesome Sales tool"](https://www.g2.com/survey_responses/n2hive-review-8478130)**

**Rating:** 5.0/5.0 stars

_— Vikrant K._

[Read full review](https://www.g2.com/survey_responses/n2hive-review-8478130)

### [next4biz CRM](https://www.g2.com/products/next4biz-crm/reviews)

Next4biz CRM is a new generation CRM with digital behavior analysis, marketing & sales automation, and AI powered end-to-end customer service management features. Marketing & sales features: - Integration to legacy systems with data deduplication - Customer’s digital footprint monitoring - Dynamic segmentation, KPI and scorecard management - Rule-based marketing & sales automation - Opportunity and task management Customer service management features: - Omnichannel communication - AI powered complaint categorization - User interface and agent script design for categories - End-to-end complaint management with workflows - Knowledge base and self service Next4biz CRM is a no-code solution bringing less IT dependency and more agility for sales & service teams. Next4biz CRM can be 2-way integrated with other systems. Next4biz CRM is compliant with GDPR, CCPA, KVKK.

**Average Rating:** 2.5/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate next4biz CRM?

- **Has the product been a good partner in doing business?:** 1.7/10 (Category avg: 9.2/10)

#### Who Is the Company Behind next4biz CRM?

- **Seller:** [Next4biz](https://www.g2.com/sellers/next4biz)
- **Year Founded:** 2006
- **HQ Location:** İstanbul, Kadıköy
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7d56721ada226aafb777ac29a531b5b2a08e14f1121e8a2cd8ef01d602f41874&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fnext4biz%2F&secure%5Burl_type%5D=linkedin_company_website)  
64 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Medium, 50% Small

#### What Do G2 Reviewers Say About next4biz CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of next4biz CRM, finding it uncomplicated compared to other complex options.
- Users find the **intuitive design** of next4biz CRM refreshing, as it simplifies their experience compared to other options.
- Users appreciate the **simplicity** of next4biz CRM, finding it easy to use compared to more complex options.
- Users appreciate the **simplicity** of next4biz CRM, finding it easy to use compared to other complex systems.
- Users appreciate the **user-friendly design** of next4biz CRM, finding it easy to navigate compared to other systems.

##### Cons

- Users are frustrated by the **poor customer support** , with chat representatives unable to adequately answer questions.
- Users express frustration with the **poor support** in next4biz CRM, lacking responsive assistance for their inquiries.
- Users feel frustrated by the **lack of responsive chat support** , leaving questions unanswered during critical moments.

#### What Are Recent G2 Reviews of next4biz CRM?

**["A software system where I can efficiently manage my sales and product management activities."](https://www.g2.com/survey_responses/next4biz-crm-review-9457530)**

**Rating:** 4.0/5.0 stars

_— Elçin B._

[Read full review](https://www.g2.com/survey_responses/next4biz-crm-review-9457530)

### [NEXTLEADCRM](https://www.g2.com/products/nextleadcrm/reviews)

NextLeadCRM es una plataforma CRM diseñada para ayudar a empresas y consultores a centralizar y organizar su proceso de ventas. Permite registrar prospectos, crear pipelines personalizados, automatizar seguimientos y medir resultados en tiempo real. NextLeadCRM ofrece una interfaz intuitiva, configuración flexible y soporte personalizado, ayudando a convertir más clientes con estrategia, control y eficiencia.

**Average Rating:** 5.0/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate NEXTLEADCRM?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10)

#### Who Is the Company Behind NEXTLEADCRM?

- **Seller:** [IMPULSO EMPRESARIAL BFSR](https://www.g2.com/sellers/impulso-empresarial-bfsr)
- **HQ Location:** Kolkata, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6dbaf392f9ec985b3a42aac718fa0c7989280f8204a2fbd57bfe347237e570d5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fnextleadcrm&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

_AI-generated summary from verified user reviews_

##### Cons

- Users note a significant **lack of integrations with other tools** , which limits the functionality of NEXTLEADCRM.
- Users express frustration over **limited integrations** with other tools, hindering seamless workflow compatibility.

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

**["SUPPORT IN IMPLEMENTATION"](https://www.g2.com/survey_responses/nextleadcrm-review-11386280)**

**Rating:** 5.0/5.0 stars

_— breka2777 A._

[Read full review](https://www.g2.com/survey_responses/nextleadcrm-review-11386280)

**["An excellent CRM focused on the salesperson who wants more"](https://www.g2.com/survey_responses/nextleadcrm-review-11361843)**

**Rating:** 5.0/5.0 stars

_— Jose Luis B._

[Read full review](https://www.g2.com/survey_responses/nextleadcrm-review-11361843)

### [OutreachPilot](https://www.g2.com/products/outreachpilot/reviews)

OutreachPilot is the AI-powered sales outreach platform that automates the entire outbound pipeline - from prospect discovery to booked meeting. Unlike tools that only handle one channel or rely on stale databases, OutreachPilot live-researches prospects from the web, automates outreach across LinkedIn, email, SMS, and phone in coordinated sequences, and deploys an AI assistant ("Pilot") that responds to every reply, handles objections, and books meetings on your calendar - 24/7. How it works: AI Lead Discovery - Describe your ideal customer profile and OutreachPilot mines the live web for matching prospects with verified emails, phone numbers, and buying signals (funding rounds, hiring surges, executive changes). Deep Research - Each prospect gets an AI-generated research brief: company intel, revenue, tech stack, recent news, and personalization hooks - in seconds, not hours. Multi-Channel Sequences - Prospects receive perfectly timed outreach across LinkedIn, email, SMS, and phone - all coordinated in one automated sequence with AI-personalized messaging. AI Reply Handling - When prospects respond, the AI Pilot answers questions, handles objections using your playbook, follows up across channels, and negotiates meeting times. Automated Meeting Booking - Pilot checks your calendar availability, proposes times, confirms meetings, and sends calendar invites with pre-meeting research briefs -hands-free. OutreachPilot replaces Apollo + Instantly + Expandi + a dialer - one platform instead of four to five separate subscriptions. Key capabilities: Live web prospect research (not a stale database) AI-personalized messaging across 4 channels Autonomous AI SDR that handles replies and objections Automated calendar booking with pre-meeting briefs Unified inbox, CRM, and analytics dashboard Built-in compliance (CAN-SPAM, GDPR guardrails) Gradual email warm-up and smart sending limits Most teams are up and running within 48 hours.

**Average Rating:** 5.0/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate OutreachPilot?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10)

#### Who Is the Company Behind OutreachPilot?

- **Seller:** [OutreachPilot](https://www.g2.com/sellers/outreachpilot)
- **Year Founded:** 2026
- **HQ Location:** N/A
- **Twitter:** @OutreachPilot  
6 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["Super Fast and Helpful for Finding Industry Leads"](https://www.g2.com/survey_responses/outreachpilot-review-12482405)**

**Rating:** 5.0/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/outreachpilot-review-12482405)

**["Fully Automated Outreach Flows That Save Me a Ton of Time"](https://www.g2.com/survey_responses/outreachpilot-review-12478910)**

**Rating:** 5.0/5.0 stars

_— Andrew A._

[Read full review](https://www.g2.com/survey_responses/outreachpilot-review-12478910)

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- [AI Sales Roleplay Tools](/categories/ai-sales-roleplay-tools)
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- [Lead-to-Account Matching and Routing](/categories/lead-to-account-matching-and-routing)
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[Browse Sales Engagement Themes](/categories/sales-engagement/themes)

 ![Julie Jung](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julie Jung")
JJ

Researched and written by [Julie Jung](https://research.g2.com/insights/author/julie-jung)

Updated October 3, 2024

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

By standardizing both messaging and the overall sales experience, teams can report on the effectiveness of specific messaging and tactics while also reducing administrative tasks for sales representatives. Sales engagement software will integrate with existing sales solutions, such as a team’s [CRM software](https://www.g2.com/categories/crm), [email software](https://www.g2.com/categories/email), [email tracking software](https://www.g2.com/categories/email-tracking), [outbound call tracking software](https://www.g2.com/categories/outbound-call-tracking), [sales intelligence software](https://www.g2.com/categories/sales-intelligence) or [lead intelligence providers](https://www.g2.com/categories/lead-intelligence), and [sales enablement software](https://www.g2.com/categories/sales-enablement) for content management, among others.

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

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

Show More

* * *

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

### What You Should Know About Sales Engagement Software

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Pricing categories typically include:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

### Sources

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