# Best Sales Engagement Software for Small Business

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

**Total Products under this Category:** 319

### Category Stats (Jul 2026)

- **Average Rating:** 4.55/5 (↑0.01 vs Jun 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: July 25, 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
- 319+ 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=19743&focus%5B%5D=91817&focus%5B%5D=166877&focus%5B%5D=128650&focus%5B%5D=3296&focus%5B%5D=1934&focus%5B%5D=577)

Highlighted products: HubSpot Sales Hub, Apollo.io, lemlist, Instantly, Bigin by Zoho CRM, Close, ActiveCampaign, and GTM Workspace - Powered by ZoomInfo.

Underlying data: [Grid® JSON](https://www.g2.com/categories/sales-engagement/grids.json?focus%5B%5D=hubspot-sales-hub&focus%5B%5D=apollo-io&focus%5B%5D=lemlist&focus%5B%5D=instantly&focus%5B%5D=bigin-by-zoho-crm&focus%5B%5D=close&focus%5B%5D=activecampaign&focus%5B%5D=gtm-workspace-powered-by-zoominfo&segment=small-business)

**Sponsored**

### SAP Sales Cloud

SAP Sales Cloud is a cutting-edge sales automation platform / CRM that helps organizations make intelligent selling simple, through connection, insight, and adaptability. Leveraging SAP Sales Cloud, organizations can connect and optimize sales processes. Connect data and sales processes: Unite data, processes, and people to deliver effective sales engagements that drive revenue and customer loyalty Leverage insight to accelerate sales: Guide sales actions through intelligent recommendations that remove guesswork and help sellers focus on the right business Adapt and capture new opportunities: Provide the flexibility to overcome challenges and unique requirements as they shift with new market opportunities

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1400&secure%5Bchosen_at%5D=2026-07-30T08%3A22%3A51Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=509&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%3Fsegment%3Dsmall-business&secure%5Btoken%5D=67c476fbb49cb68b88aa6038abd18a62b3ddb9ebbfac043ec369cea0f7b2f025&secure%5Burl%5D=https%3A%2F%2Fwww.sap.com%2Fproducts%2Fcrm%2Fsales-cloud.html&secure%5Burl_type%5D=paid_promos)

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

Sales Hub combines sales engagement tools, AI-powered productivity features, and workflow automation into a unified platform designed to help growing teams close deals faster. Core Value Proposition: Sales Hub addresses common sales challenges: inefficient manual processes that slow deal velocity, fragmented customer information creating incomplete context, and complex software requiring extensive training and ongoing administration. Built on the HubSpot Smart CRM, Sales Hub connects customer data and sales tools in a single unified system. Key Capabilities Sales Engagement Tools: Sales Hub provides email tracking, meeting scheduling, document sharing, and communication templates that streamline prospect interactions and eliminate administrative friction in the sales process. AI-Powered Productivity: The platform includes AI features that automate repetitive tasks, suggest next actions based on deal context, and surface relevant customer insights, helping representatives focus on selling rather than administrative work. Unified Customer View: Because all customer data, communication history, and deal information exists within the Smart CRM, sales representatives see complete context without toggling between systems. This includes visibility into marketing interactions, service tickets, and prior sales conversations. Workflow Automation: Sales Hub automates routine sales processes, ensuring consistent execution without manual coordination. Sales Hub vs. Alternatives: Unlike legacy CRM systems functioning primarily as databases requiring extensive customization, Sales Hub includes engagement tools, automation, and AI capabilities as native features rather than add-ons requiring integration. This eliminates the complexity of purchasing separate tools for email tracking, meeting scheduling, document management, and sales analytics. Sales Hub's intuitive interface reduces training time for new team members compared to traditional sales platforms requiring extensive technical knowledge. Teams benefit from fast onboarding, seamless alignment through shared data visibility, and flexible scaling. Who Should Use Sales Hub Sales Hub serves growing sales teams needing to increase productivity without adding headcount, sales representatives requiring complete customer context during buyer conversations, and sales leaders seeking pipeline visibility through unified reporting. The platform scales from small sales teams to enterprise organizations. Outcome Sales Hub helps teams sell smarter, not harder, enabling reps to get richer context and better insights at every step of the buyer journey.

**Average Rating:** 4.4/5.0

**Total Reviews:** 13,281

#### How Do G2 Users Rate HubSpot Sales Hub?

- **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.2/10)
- **Workflow Performance:** 8.6/10 (Category avg: 8.6/10)
- **Workflow Management:** 8.7/10 (Category avg: 8.8/10)
- **Other Outreach Options :** 8.2/10 (Category avg: 8.4/10)

#### Who Is the Company Behind HubSpot Sales Hub?

- **Seller:** [HubSpot](https://www.g2.com/sellers/hubspot)
- **Company Website:** hubspot.com
- **Year Founded:** 2006
- **HQ Location:** Cambridge, Massachusetts, United States
- **Twitter:** @HubSpot  
784,270 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e7728cdccf3cd40d382e6159b493e5f6534eb2bfad47dc424c39639ed9e0ebf3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F68529%2F&secure%5Burl_type%5D=linkedin_company_website)  
12,158 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Sales Development Representative
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 60% Small, 35% Medium

#### What Do G2 Reviewers Say About HubSpot Sales Hub?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **intuitive interface** of HubSpot Sales Hub, simplifying their workflow with effective tools and integrations.
- Users appreciate the **customizability and user-friendly interface** of HubSpot Sales Hub, enhancing their sales processes significantly.
- Users appreciate the **comprehensive visibility** of HubSpot Sales Hub, significantly enhancing their sales management and decision-making.
- Users value the **centralized lead management** features of HubSpot Sales Hub, enhancing organization and efficiency in sales processes.
- Users value the **intuitive interface** of HubSpot Sales Hub, allowing teams to easily navigate and enhance productivity.

##### Cons

- Users find the **missing features** of HubSpot Sales Hub, like limited functionality and tagging issues, frustrating.
- Users find the **limited features** of HubSpot Sales Hub restrict their experience, especially regarding the dashboard and mobile app.
- Users face a **large learning curve** with HubSpot Sales Hub, finding integrations complicated and training necessary for clarity.
- Users find the **cost increasingly burdensome** amidst ongoing technical issues and frustrating platform limitations.
- Users find HubSpot Sales Hub has **limited customization** , causing frustration with bulk actions and workflow flexibility.

#### What Are Recent G2 Reviews of HubSpot Sales Hub?

**["User-Friendly, Highly Customizable, and Complete—Covers Everything I Need"](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13170027)**

**Rating:** 5.0/5.0 stars

_— Genesis A._

[Read full review](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13170027)

**["Highly Customisable, but Easy to Underutilise Without Training"](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13127671)**

**Rating:** 4.5/5.0 stars

_— Samuel M._

[Read full review](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13127671)

#### What Are G2 Users Discussing About HubSpot Sales Hub?

- [How has HubSpot Sales Hub impacted the sales pipeline management in small to mid-sized businesses?](https://www.g2.com/discussions/how-has-hubspot-sales-hub-impacted-the-sales-pipeline-management-in-small-to-mid-sized-businesses) - 4 comments
- [What is HubSpot Sales Hub used for?](https://www.g2.com/discussions/what-is-hubspot-sales-hub-used-for) - 5 comments
- [What is HubSpot good for?](https://www.g2.com/discussions/what-is-hubspot-good-for) - 2 comments
- [How do I use HubSpot for sales?](https://www.g2.com/discussions/how-do-i-use-hubspot-for-sales) - 3 comments
- [What can you do with free HubSpot?](https://www.g2.com/discussions/what-can-you-do-with-free-hubspot) - 2 comments

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

Apollo.io is an AI-powered go-to-market (GTM) platform that helps revenue teams find, engage, and manage B2B buyers across the entire sales cycle. Apollo.io is the company behind the industry’s first fully agentic GTM platform, transforming how revenue teams execute. Going beyond automation, Apollo’s intelligent agents actively drive results across the entire sales funnel – from prospecting to deal management – all in one place. Trusted by millions of users and hundreds of thousands of companies – including Anthropic, Autodesk, and Docusign – Apollo is making world-class go-to-market simple, intelligent, and accessible for all. Apollo serves sales development representatives, account executives, sales leaders, revenue operations, and marketing teams at B2B organizations of various sizes. Teams use Apollo to build and maintain target account lists, orchestrate outbound and inbound motions, manage opportunities, and understand which activities lead to qualified pipeline and closed revenue. Key capabilities include: Data and targeting: Access to a large B2B database with company and contact details, including firmographic, technographic, and buyer signal data, so users can define ideal customer profiles and create precise segments for outreach. Prospecting and enrichment: Tools to search, filter, and save prospect lists, plus enrichment workflows that keep contact and account records up to date in Apollo and connected systems such as CRM. Sales engagement: Multi-step, multi-channel sequences for email, calls, and tasks that standardize how reps follow up with prospects, with controls for timing, throttling, and deliverability. Agentic and AI-assisted workflows: Intelligent agents and AI features that help with account research, lead scoring, message generation, and next-step recommendations so reps can prioritize and personalize at scale. Deal and activity management: Basic CRM-style functionality for tracking opportunities, stages, activities, and notes, giving teams a single view of pipeline health and sales performance. By combining data, engagement, and deal execution in one platform, Apollo is designed to reduce the number of disconnected tools in a typical GTM stack and provide a consistent workflow for building pipeline and managing deals. This helps organizations improve data quality, increase seller productivity, and run more structured, measurable go-to-market programs.

**Average Rating:** 4.7/5.0

**Total Reviews:** 9,361

#### How Do G2 Users Rate Apollo.io?

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.2/10)
- **Workflow Performance:** 8.7/10 (Category avg: 8.6/10)
- **Workflow Management:** 8.7/10 (Category avg: 8.8/10)
- **Other Outreach Options :** 8.4/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Apollo.io?

- **Seller:** [Apollo.io](https://www.g2.com/sellers/apollo-io)
- **Company Website:** www.apollo.io
- **Year Founded:** 2015
- **HQ Location:** San Francisco, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cd66144fa663d2dd3c2508a803817bd944c2b55318e4c7961b7f099adc28bac4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fapollo-io%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Business Development Manager
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 67% Small, 29% Medium

#### What Do G2 Reviewers Say About Apollo.io?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Apollo.io, enjoying a simple interface that streamlines their workflow.
- Users highlight Apollo.io for its **streamlined lead generation** , enhancing accessibility and efficiency in sales prospecting.
- Users value the **comprehensive database and seamless automation** of Apollo.io for efficient prospecting and support.
- Users appreciate the **mass automation and personalization** features of Apollo.io, significantly enhancing their outreach efficiency.
- Users value the **time-saving automation** of Apollo.io, streamlining outreach and enhancing overall productivity.

##### Cons

- Users find the **limited CRM integration** options frustrating, wishing for more features in the basic plan.
- Users experience **inaccurate data** on Apollo.io, requiring manual verification and leading to unreliable contact information.
- Users find the **learning curve steep** and the UI clunky, making effective navigation challenging.
- Users find Apollo.io's **limited features** restrictive, particularly regarding CRM integrations and sequence allowances in cheaper plans.
- Users experience **data inaccuracy** with Apollo.io, finding outdated or incorrect contact information hampers effective outreach efforts.

#### What Are Recent G2 Reviews of Apollo.io?

**["Apollo.io Supercharges Prospecting with Powerful Data, Sequencing, and CRM Integration"](https://www.g2.com/survey_responses/apollo-io-review-13134727)**

**Rating:** 5.0/5.0 stars

_— Sanskar M._

[Read full review](https://www.g2.com/survey_responses/apollo-io-review-13134727)

**["Sales Development Representative"](https://www.g2.com/survey_responses/apollo-io-review-8798250)**

**Rating:** 5.0/5.0 stars

_— Aravind D._

[Read full review](https://www.g2.com/survey_responses/apollo-io-review-8798250)

#### What Are G2 Users Discussing About Apollo.io?

- [What unique capabilities does Apollo.io offer for streamlining sales and marketing workflows?](https://www.g2.com/discussions/what-unique-capabilities-does-apollo-io-offer-for-streamlining-sales-and-marketing-workflows) - 3 comments, 2 upvotes
- [What is Apollo.io used for?](https://www.g2.com/discussions/apollo-io-what-is-apollo-io-used-for) - 6 comments, 3 upvotes
- [How do I remove my information from Apollo io?](https://www.g2.com/discussions/how-do-i-remove-my-information-from-apollo-io) - 4 comments, 1 upvote
- [Is Apollo IO free?](https://www.g2.com/discussions/is-apollo-io-free) - 11 comments, 6 upvotes
- [What is Apollo io?](https://www.g2.com/discussions/what-is-apollo-io) - 3 comments, 1 upvote

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

lemlist is the AI outbound platform that lets sales teams reach prospects on email, LinkedIn, calls, WhatsApp, and SMS from one place, so more of their outreach turns into booked meetings and closed deals. With lemlist, you can: - Find leads that match your ICP in a 650M+ database and enrich them with verified emails and phone numbers, no extra tools needed - Spot when prospects are ready to buy with intent signal agents that track buying signals and add leads to campaigns at the right moment - Turn scattered lead data into usable context with data enrichment agents that pull insights from LinkedIn, websites, and your CRM - Build full campaigns by chatting with lemAgent, the built-in AI agent that creates your lead list, sequence, and messages - Run automated multichannel sequences and manage every reply from one unified inbox - Keep emails out of spam with built-in deliverability tools, including lemwarm - Work from your CRM with Salesforce, HubSpot, and Pipedrive integrations, or run lemlist straight from Claude via MCP Most tools cover one part of outbound. lemlist covers the whole workflow, from finding a prospect to booking the meeting, and keeps a human in control at every step. SDRs, sales leaders, ops teams, and founders use lemlist to cut manual work and spend more of their time selling. Learn more and start your free 14-day trial at www.lemlist.com

**Average Rating:** 4.6/5.0

**Total Reviews:** 1,831

#### How Do G2 Users Rate lemlist?

- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.2/10)
- **Workflow Performance:** 8.3/10 (Category avg: 8.6/10)
- **Workflow Management:** 8.7/10 (Category avg: 8.8/10)
- **Other Outreach Options :** 8.3/10 (Category avg: 8.4/10)

#### Who Is the Company Behind lemlist?

- **Seller:** [lemlist](https://www.g2.com/sellers/lemlist)
- **Company Website:** lemlist.com
- **Year Founded:** 2018
- **HQ Location:** Paris, Île-de-France, France
- **Twitter:** @lemlist  
2,556 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=58e64645728fb2e8fad9ba5a58c3420688932b86372225ce6718ce80678a6061&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F18342604%2F&secure%5Burl_type%5D=linkedin_company_website)  
254 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, Founder
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 48% Small, 8% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of lemlist, thanks to its intuitive interface and supportive customer service.
- Users appreciate the **user-friendly integration** of lemlist, enhancing efficiency in campaign management and workflow.
- Users find Lemlist to be **incredibly helpful** for personalizing outreach at scale while maintaining a human touch.
- Users value the **automation features** of lemlist, enhancing engagement while saving time and streamlining workflows.
- Users love the **LinkedIn integration** of Lemlist, enhancing outreach with personalized automation for authentic engagement.

##### Cons

- Users find the **missing features** in lemlist limiting, hindering adjustments and usability during campaigns.
- Users find lemlist **too expensive** , especially with additional credit costs that can escalate during campaigns.
- Users find the **learning curve for setup and integrations challenging** , especially when managing multiple inboxes and advanced features.
- Users find the **interface complex** for managing multiple campaigns, especially when scaling and adjusting post-launch.
- Users find the **email management process costly and cumbersome** , citing a steep learning curve and bugs in functionality.

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

**["Ease of use, fun and effiency... I love it"](https://www.g2.com/survey_responses/lemlist-review-11977691)**

**Rating:** 5.0/5.0 stars

_— Julien S._

[Read full review](https://www.g2.com/survey_responses/lemlist-review-11977691)

**["Loyal User, Will Continue to be loyal!"](https://www.g2.com/survey_responses/lemlist-review-11730822)**

**Rating:** 5.0/5.0 stars

_— Omar S._

[Read full review](https://www.g2.com/survey_responses/lemlist-review-11730822)

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

- [What is lemlist used for?](https://www.g2.com/discussions/what-is-lemlist-used-for) - 2 comments

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

Instantly turns leads into clients with Automated Outreach, Deliverability Network, Sales Engagement, B2B Lead Database & AI-Powered CRM. Find your leads, create your campaigns, connect your sending accounts, and watch those leads turn into customers - with one, flat-fee subscription. Founded in 2021, Instantly is the leading sales engagement platform used by more than 35,000 customers, from solopreneurs to global agencies. Our goal is to be the simplest tool on the market to make money with cold email.

**Average Rating:** 4.8/5.0

**Total Reviews:** 4,123

#### How Do G2 Users Rate Instantly?

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10)
- **Workflow Performance:** 8.4/10 (Category avg: 8.6/10)
- **Workflow Management:** 8.4/10 (Category avg: 8.8/10)
- **Other Outreach Options :** 7.5/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Instantly?

- **Seller:** [Instantly](https://www.g2.com/sellers/instantly)
- **Company Website:** instantly.ai
- **Year Founded:** 2001
- **HQ Location:** Sheridan, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9261b7de97da67cdddd09b77b3180a53a5872b60d62348d7d263c5071a446b6e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Finstantlyapp%2F&secure%5Burl_type%5D=linkedin_company_website)  
275 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Founder, CEO
- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 93% Small, 5% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Instantly, with simple setup and excellent support enhancing their experience.
- Users value the **easy scalability and personalized outreach** that Instantly provides, simplifying campaign management and optimization.
- Users commend **responsive customer support** from Instantly that simplifies setup and provides quick solutions for a seamless experience.
- Users appreciate the **time-saving capabilities** of Instantly, allowing for effortless task management and efficient email campaigns.
- Users praise the **Easy Setup** of Instantly, highlighting its straightforward mailbox configuration that streamlines email marketing tasks.

##### Cons

- Users find the pricing structure to be **expensive** , especially with essential features locked behind higher-tier plans.
- Users note the lack of **HR-specific features** , making candidate management and reporting cumbersome without additional tools.
- Users report issues with **email management** , including campaign failures, bounced emails, and missing attachments causing frustration.
- Users face **email issues** like campaign failures, integration challenges, and frustrating management of inbox features in Instantly.
- Users face a challenging **learning curve** with Instantly, complicating campaign setup and navigation compared to other services.

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

**["Instantly showed me that cold email is not just about writing better emails"](https://www.g2.com/survey_responses/instantly-review-13109041)**

**Rating:** 5.0/5.0 stars

_— Miguel F._

[Read full review](https://www.g2.com/survey_responses/instantly-review-13109041)

**["Perfect Balance: Easy Beginner-Friendly Setup, and Warmup That Allows Campaigns To Go Live Fast"](https://www.g2.com/survey_responses/instantly-review-12964227)**

**Rating:** 5.0/5.0 stars

_— Rahul K._

[Read full review](https://www.g2.com/survey_responses/instantly-review-12964227)

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

- [What is Instantly used for?](https://www.g2.com/discussions/what-is-instantly-used-for) - 9 comments, 2 upvotes

### [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews)

Bigin by Zoho CRM is a simplified, AI-ready customer relationship management (CRM) software designed specifically for small businesses, startups, and customer-facing teams. Trusted by 50,000+ businesses across 150+ countries, Bigin helps small businesses unify all customer-facing operations — marketing, sales, onboarding, delivery, and support and helps manage customer relationships effectively.

**Average Rating:** 4.6/5.0

**Total Reviews:** 856

#### How Do G2 Users Rate Bigin by Zoho CRM?

- **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.2/10)
- **Workflow Performance:** 8.4/10 (Category avg: 8.6/10)
- **Workflow Management:** 8.5/10 (Category avg: 8.8/10)
- **Other Outreach Options :** 8.0/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Bigin by Zoho CRM?

- **Seller:** [Zoho](https://www.g2.com/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704)
- **Year Founded:** 1996
- **HQ Location:** Austin, TX
- **Twitter:** @Zoho  
137,880 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9c8e45ddb296c32c6c5597ef9ba945c94562c57624f7bd1dcf1a9e9931f71578&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F38373%2F&secure%5Burl_type%5D=linkedin_company_website)  
30,766 employees on LinkedIn®
- **Phone:** +1 (888) 900-9646 

#### Who Uses This Product?

- **Who Uses This:** CEO, Founder
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 90% Small, 9% Medium

#### What Do G2 Reviewers Say About Bigin by Zoho CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of Bigin by Zoho CRM, making it simple to implement and manage.
- Users commend Bigin by Zoho CRM for its **simplicity and ease of use** , making it ideal for small businesses.
- Users praise the **intuitive design** of Bigin by Zoho CRM, highlighting its simplicity and ease of navigation.
- Users value the **simplicity** of Bigin by Zoho CRM, finding it easy to use and set up for small businesses.
- Users value the **ease of use and excellent reporting** in Bigin by Zoho CRM, enhancing their management efficiency.

##### Cons

- Users experience **missing features** in Bigin, such as limited automations and reporting capabilities compared to desktop.
- Users note the **limited features** of Bigin by Zoho CRM, wishing for more integrations and advanced functionalities.
- Users face **integration issues** with Bigin, particularly with field mapping and limited functionality when scaling up.
- Users note that **customization is limited** in Bigin, lacking fields and advanced features found in full CRMs.
- Users face **limited integrations** in Bigin by Zoho CRM, hindering connectivity with other essential applications.

#### What Are Recent G2 Reviews of Bigin by Zoho CRM?

**["Excellent CRM for Managing Business Leads Efficiently"](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13115366)**

**Rating:** 5.0/5.0 stars

_— Vasudev P._

[Read full review](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13115366)

**["Bigin by Zoho: Clean, Easy-to-Use CRM That Streamlines Our Sales Pipeline"](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13148354)**

**Rating:** 5.0/5.0 stars

_— Social W._

[Read full review](https://www.g2.com/survey_responses/bigin-by-zoho-crm-review-13148354)

#### What Are G2 Users Discussing About Bigin by Zoho CRM?

- [What is the difference between Bigin and Zoho CRM?](https://www.g2.com/discussions/what-is-the-difference-between-bigin-and-zoho-crm)
- [Does Bigin integrate with Zoho CRM?](https://www.g2.com/discussions/does-bigin-integrate-with-zoho-crm) - 2 comments, 1 upvote
- [What is Zoho Bigin?](https://www.g2.com/discussions/what-is-zoho-bigin) - 2 comments
- [What is Bigin used for?](https://www.g2.com/discussions/what-is-bigin-used-for) - 1 comment

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

ActiveCampaign is the autonomous marketing platform built to transform how marketers, agencies, and business owners work. Use Active Intelligence to power goal-aware automations and orchestrate personalized experiences across email, SMS, and WhatsApp. Effortlessly integrate with 1000+ apps, uncover deep performance insights, and optimize your workflows so you win every day. - Autonomous marketing Built on the foundation of marketing automation, fuel your marketing strategy and customer journeys with AI-driven execution, optimization, and insight at every step. - AI agents Run entire marketing campaigns through simple prompts, backed by Active Intelligence. - Cross-channel marketing Reach prospects and customers wherever they are, with email, SMS, WhatsApp, and more. - On-brand, personalized content Creative tools that deliver professional, conversion-ready designs for email and landing pages. - CRM Track, manage, and automate your sales process. - 1000+ apps & integrations Connect ActiveCampaign to your favorite tools.

**Average Rating:** 4.4/5.0

**Total Reviews:** 14,206

#### How Do G2 Users Rate ActiveCampaign?

- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.2/10)
- **Workflow Performance:** 7.4/10 (Category avg: 8.6/10)
- **Workflow Management:** 7.5/10 (Category avg: 8.8/10)
- **Other Outreach Options :** 6.7/10 (Category avg: 8.4/10)

#### Who Is the Company Behind ActiveCampaign?

- **Seller:** [ActiveCampaign](https://www.g2.com/sellers/activecampaign)
- **Company Website:** www.activecampaign.com
- **Year Founded:** 2003
- **HQ Location:** Chicago, IL
- **Twitter:** @ActiveCampaign  
13,203 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ecaffa7a4dd54b3f72ef9abc63c48d5efe51974c2974dfaa5d09b34c1e0c97bd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F221390%2F&secure%5Burl_type%5D=linkedin_company_website)  
848 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, CEO
- **Top Industries:** Marketing and Advertising, Health, Wellness and Fitness
- **Company Size:** 92% Small, 7% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find ActiveCampaign's interface **easy to use** , enhancing communication and engagement with its versatile features.
- Users value the **powerful automation features** of ActiveCampaign, enhancing engagement and streamlining marketing efforts effectively.
- Users appreciate the **automation features** of ActiveCampaign, which streamline marketing activities and enhance customer engagement.
- Users love the **powerful automation capabilities** of ActiveCampaign, enhancing customer engagement effortlessly and efficiently.
- Users appreciate the **user-friendly automation and integration features** of ActiveCampaign, enhancing customer engagement and targeting.

##### Cons

- Users face a **learning curve** with ActiveCampaign, needing extra support to master its powerful features efficiently.
- Users find ActiveCampaign **expensive** , especially for startups, making it challenging for some customers to justify the cost.
- Users find the **missing features** in ActiveCampaign limit their automation testing and client information collection capabilities.
- Users find the **limited features** of ActiveCampaign frustrating, desiring more customization and easier access to key metrics.
- Users find the ActiveCampaign platform **not intuitive** , making learning and setup time-consuming and challenging to navigate.

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

**["Powerful Automation That Saves Me Time"](https://www.g2.com/survey_responses/activecampaign-review-12541193)**

**Rating:** 5.0/5.0 stars

_— Nadine T._

[Read full review](https://www.g2.com/survey_responses/activecampaign-review-12541193)

**["A super complete, powerful, and easy-to-use tool"](https://www.g2.com/survey_responses/activecampaign-review-13176016)**

**Rating:** 5.0/5.0 stars

_— Florencia Valeria A._

[Read full review](https://www.g2.com/survey_responses/activecampaign-review-13176016)

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

- [What are some creative ways businesses are using ActiveCampaign to automate their marketing efforts?](https://www.g2.com/discussions/what-are-some-creative-ways-businesses-are-using-activecampaign-to-automate-their-marketing-efforts) - 1 comment
- [How much does ActiveCampaign cost?](https://www.g2.com/discussions/how-much-does-activecampaign-cost) - 1 comment
- [What is ActiveCampaign CRM?](https://www.g2.com/discussions/what-is-activecampaign-crm) - 1 comment
- [Does ActiveCampaign have a CRM?](https://www.g2.com/discussions/does-activecampaign-have-a-crm) - 7 comments
- [What is ActiveCampaign used for?](https://www.g2.com/discussions/what-is-activecampaign-used-for) - 20 comments

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

Close is a sales CRM with built-in calling, SMS, email, automation, and AI, designed for founders, startups, agencies, and growing sales teams. The platform helps businesses manage leads, communicate with prospects, track opportunities, and automate follow-up from a single system. Close is commonly used by teams that want their CRM to support sales execution, not just store customer data. Users can call, email, text, manage pipelines, assign tasks, create workflows, run outreach sequences, and track sales activity directly inside the platform. Close is built for founder-led businesses, startups, small businesses, agencies, recruiting firms, coaching companies, financial services teams, SaaS companies, and inside sales teams. It supports teams ranging from individual founders to sales organizations with more than 100 representatives. Key capabilities include: • CRM and pipeline management for tracking leads, contacts, opportunities, activities, and customer relationships • Built-in calling, SMS, and email, with communication history connected to customer records • Sales automation for workflows, sequences, lead routing, task management, and follow-up • Power Dialer and Predictive Dialer for teams managing high-volume outbound sales or recruiting workflows • Reporting and analytics for pipeline visibility, activity tracking, forecasting, and sales performance • Chloe, the AI agent built directly into Close, which can help qualify leads, book meetings, follow up with prospects, research accounts, enrich records, summarize conversations, and update CRM data Chloe operates inside Close, where customer records, conversations, activities, opportunities, and workflows already live. This allows Chloe to take action using CRM context, rather than working as a standalone AI tool connected through separate integrations. Teams can use Chloe to engage new leads, re-engage dormant opportunities, capture qualification data, schedule meetings, and hand qualified conversations to human sales representatives when appropriate. By combining CRM, communication, automation, reporting, and AI-assisted sales workflows in one platform, Close helps teams reduce manual work, improve speed-to-lead, maintain follow-up consistency, and manage more sales activity without adding unnecessary operational complexity.

**Average Rating:** 4.7/5.0

**Total Reviews:** 2,039

#### How Do G2 Users Rate Close?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.2/10)
- **Workflow Performance:** 8.9/10 (Category avg: 8.6/10)
- **Workflow Management:** 8.9/10 (Category avg: 8.8/10)
- **Other Outreach Options :** 8.7/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Close?

- **Seller:** [Close](https://www.g2.com/sellers/close)
- **Company Website:** close.com
- **Year Founded:** 2013
- **HQ Location:** 111 Congress Avenue, Suite 500 Austin, Texas 78701 United States
- **Twitter:** @Close  
6,592 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a8980b4bb0778d41500d3b100ba9f3961c87b6cc7fd74a5b1c0aa7775da9fc28&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2597204%2F&secure%5Burl_type%5D=linkedin_company_website)  
213 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, Founder
- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 76% Small, 20% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Close to be **very user-friendly** , with seamless integrations that streamline processes and enhance productivity.
- Users appreciate the **user-friendly interface** of Close, enabling smooth workflows for both inside and outside sales teams.
- Users praise the **comprehensive communication features** of Close, enhancing efficiency in managing client interactions effortlessly.
- Users praise the **intuitive interface** of Close, making lead management and follow-ups incredibly smooth and efficient.
- Users love the **intuitive dashboard design** of Close, appreciating its streamlined features and user-friendly experience.

##### Cons

- Users find that **missing features** on the mobile app limit functionality compared to the desktop version.
- Users often face **call issues** like disconnects from devices, affecting their overall experience with Close.
- Users find the **limited features** of Close frustrating, especially for B2C needs and when needing more operational options.
- Users find the **limited customization** options frustrating, hindering advanced reporting and personalized dashboard creation.
- Users find the **learning curve challenging** due to merging complexities and limited customization options in Close.

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

**["Productive Communication, Needs Better Data Visibility"](https://www.g2.com/survey_responses/close-review-13143531)**

**Rating:** 4.0/5.0 stars

_— Mateo A._

[Read full review](https://www.g2.com/survey_responses/close-review-13143531)

**["Easy Setup, Seamless Email Integration, and Responsive Support"](https://www.g2.com/survey_responses/close-review-13148546)**

**Rating:** 4.5/5.0 stars

_— Stefano M._

[Read full review](https://www.g2.com/survey_responses/close-review-13148546)

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

- [What is Close used for?](https://www.g2.com/discussions/close-what-is-close-used-for) - 2 comments
- [What is Close used for?](https://www.g2.com/discussions/what-is-close-used-for) - 1 comment

### [GTM Workspace - Powered by ZoomInfo](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/reviews)

Note: GTM Workspace is the upgraded version of ZoomInfo Sales and ZoomInfo Copilot. GTM Workspace is a unified sales execution platform that empowers account executives and account managers to run their entire book of business from a single workspace. By bringing together CRM data, ZoomInfo intelligence, engagement history, and buying signals into one consolidated view, GTM Workspace eliminates the constant context-switching that prevents sellers from doing their best work. At the core of GTM Workspace is an AI assistant that understands the full context of a rep's territory - their accounts, open opportunities, past conversations, and real-time signals - enabling natural language commands that drive real action. Sellers can instantly prepare for meetings, monitor account health, prioritize pipeline, and identify the best prospects to pursue, all without leaving a single interface. GTM Workspace integrates directly with Salesforce, maintaining bidirectional, real-time sync so CRM data stays current automatically. Flexible, spreadsheet-style Views allow reps to slice and analyze their accounts, contacts, leads, and opportunities exactly the way they work - with ZoomInfo firmographic, technographic, and intent data enriched directly alongside CRM fields. Purpose-built for the way modern sales teams operate, GTM Workspace requires no training, no agent building, and no engineering projects. It works immediately out of the box, delivering day-one value on top of the data foundation teams already rely on. The result: sellers spend less time stitching together information across disconnected tools and more time doing what they do best - building relationships and closing deals.

**Average Rating:** 4.5/5.0

**Total Reviews:** 8,876

#### How Do G2 Users Rate GTM Workspace - Powered by ZoomInfo?

- **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.2/10)
- **Workflow Performance:** 8.3/10 (Category avg: 8.6/10)
- **Workflow Management:** 8.3/10 (Category avg: 8.8/10)
- **Other Outreach Options :** 8.0/10 (Category avg: 8.4/10)

#### Who Is the Company Behind GTM Workspace - Powered by ZoomInfo?

- **Seller:** [ZoomInfo](https://www.g2.com/sellers/zoominfo-26a9872a-d61e-4832-ab53-5e972b230706)
- **Company Website:** www.zoominfo.com
- **Year Founded:** 2000
- **HQ Location:** Vancouver, WA
- **Twitter:** @ZoomInfo  
23,515 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bd618c71d6b4b0acc542c8b46079b4c9423a65a072ce8f8590d4f3ed35e8aebb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fzoominfo%2F&secure%5Burl_type%5D=linkedin_company_website)  
4,221 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Sales Development Representative
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 48% Medium, 26% Large

#### What Do G2 Reviewers Say About GTM Workspace - Powered by ZoomInfo?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **robust and accurate contact database** of GTM Workspace, enhancing their outbound prospecting efforts.
- Users find **GTM Workspace easy to use** , enabling smooth data export and effective lead nurturing with intuitive functionality.
- Users value the **data accuracy** of GTM Workspace, enabling effective sales intelligence and better prospecting success.
- Users love the **AI features** of GTM Workspace, enhancing their prospecting efficiency and conversion rates significantly.
- Users value the **easy access to relevant contacts and companies** , streamlining prospecting and enhancing lead nurturing efforts.

##### Cons

- Users note the **inaccurate data** can hinder effectiveness, impacting contact success and overall user experience.
- Users face challenges with **outdated data** , such as inaccurate email addresses and job titles, hindering effective outreach.
- Users report **outdated contacts** causing complications, with issues in synchronizing accurate information from integrations.
- Users experience **data inaccuracy** issues, with outdated information and difficulties in searching and integrating with other systems.
- Users frequently deal with **outdated information** , including poor email addresses and inaccurate job titles, complicating their workflow.

#### What Are Recent G2 Reviews of GTM Workspace - Powered by ZoomInfo?

**["A Powerful AI Tool for Inside Sales Success"](https://www.g2.com/survey_responses/gtm-workspace-powered-by-zoominfo-review-12894485)**

**Rating:** 4.0/5.0 stars

_— Raju S._

[Read full review](https://www.g2.com/survey_responses/gtm-workspace-powered-by-zoominfo-review-12894485)

**["Efficient Sales Prospecting, Needs UI Improvement"](https://www.g2.com/survey_responses/gtm-workspace-powered-by-zoominfo-review-13126858)**

**Rating:** 4.5/5.0 stars

_— Kiet N._

[Read full review](https://www.g2.com/survey_responses/gtm-workspace-powered-by-zoominfo-review-13126858)

#### What Are G2 Users Discussing About GTM Workspace - Powered by ZoomInfo?

- [How does ZoomInfo SalesOS empower sales teams to achieve better results through data-driven insights?](https://www.g2.com/discussions/how-does-zoominfo-salesos-empower-sales-teams-to-achieve-better-results-through-data-driven-insights) - 3 comments, 1 upvote
- [What is ZoomInfo SalesOS used for?](https://www.g2.com/discussions/what-is-zoominfo-salesos-used-for) - 3 comments, 1 upvote
- [Is ZoomInfo legal?](https://www.g2.com/discussions/is-zoominfo-legal) - 6 comments, 1 upvote
- [Who are ZoomInfo's top 3 competitors?](https://www.g2.com/discussions/who-are-zoominfo-s-top-3-competitors) - 4 comments, 2 upvotes
- [How does ZoomInfo get my details?](https://www.g2.com/discussions/how-does-zoominfo-get-my-details) - 2 comments, 1 upvote

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

Accelerate revenue from pipeline to paycheck with Salesforce Sales Cloud - your complete growth platform that brings together the power of humans with agents at every step of the sales cycle. Boost productivity with automation and drive revenue with an integrated growth platform. The future of sales is here, and with Agentforce, we’re helping teams unlock their full potential - making them limitless. Build Pipeline Faster with AI Agents: Sales Agents Sales AI Sales Engagement Sales Programs Buyer Engagement Accelerate Productivity with Automation: Sales Data Sales Analytics Sales Team Productivity Revenue Intelligence Drive Revenue on an Integrated Platform: Revenue Lifecycle Management and CPQ Sales Performance Management Partner Relationship Management

**Average Rating:** 4.4/5.0

**Total Reviews:** 24,677

#### How Do G2 Users Rate Agentforce Sales (formerly Salesforce Sales Cloud)?

- **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 9.2/10)
- **Workflow Performance:** 8.7/10 (Category avg: 8.6/10)
- **Workflow Management:** 8.7/10 (Category avg: 8.8/10)
- **Other Outreach Options :** 8.1/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Agentforce Sales (formerly Salesforce Sales Cloud)?

- **Seller:** [Salesforce](https://www.g2.com/sellers/salesforce)
- **Company Website:** www.salesforce.com
- **Year Founded:** 1999
- **HQ Location:** San Francisco, CA
- **Twitter:** @salesforce  
579,511 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c04f36289ca03aeff007197f1d9e74e925e328ed6bcfaff98911c78b3ab382f7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3185%2F&secure%5Burl_type%5D=linkedin_company_website)  
83,223 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Account Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 46% Medium, 34% Large

#### What Do G2 Reviewers Say About Agentforce Sales (formerly Salesforce Sales Cloud)?

_AI-generated summary from verified user reviews_

##### Pros

- Users commend the **ease of use** of Agentforce Sales, appreciating seamless access to all customer information in one location.
- Users value the **feature-rich platform** of Agentforce Sales, enhancing seller efficiency and customer engagement.
- Users value the **powerful lead management** features of Agentforce Sales, enhancing customer experience and team collaboration.
- Users value the **extensive customization options** of Agentforce Sales, tailoring it to fit unique business needs effortlessly.
- Users value the **extensive customizability** of Agentforce Sales, allowing tailored solutions for unique business needs.

##### Cons

- Users find the **learning curve steep** , as configuration is time-consuming and report creation can be confusing.
- Users find **customization limitations** and complexity frustrating, especially for smaller teams with simpler needs.
- Users find the **missing features** in Agentforce Sales hinder their ability to manage complex issues easily.
- Users find the **limited features** of Agentforce Sales require time and expertise for effective customization and reporting.
- Users find the **pricing model expensive** , which can be prohibitive for smaller companies and those with limited budgets.

#### What Are Recent G2 Reviews of Agentforce Sales (formerly Salesforce Sales Cloud)?

**["Scalable CRM for Modern Enterprise Sales Teams"](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13141005)**

**Rating:** 5.0/5.0 stars

_— 岡本 健太 O._

[Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13141005)

**["Agentforce Sales Delivers Clear Lead Visibility and Smoother Marketing-to-Sales Handoff"](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13164950)**

**Rating:** 4.0/5.0 stars

_— Akshara G._

[Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13164950)

#### What Are G2 Users Discussing About Agentforce Sales (formerly Salesforce Sales Cloud)?

- [What is Salesforce Maps used for?](https://www.g2.com/discussions/salesforce-maps-what-is-salesforce-maps-used-for) - 2 comments
- [What is the benefit of Salesforce CRM?](https://www.g2.com/discussions/what-is-the-benefit-of-salesforce-crm) - 7 comments
- [What is Salesforce and CRM?](https://www.g2.com/discussions/what-is-salesforce-and-crm) - 3 comments
- [What makes high velocity sales more powerful than ever?](https://www.g2.com/discussions/what-makes-high-velocity-sales-more-powerful-than-ever) - 1 comment
- [How do I enable Inbox in Salesforce?](https://www.g2.com/discussions/how-do-i-enable-inbox-in-salesforce) - 4 comments

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

Nooks is the Agent Workspace for intelligent outbound. We pair human judgment with AI execution so reps spend less time on busywork and more time building real relationships that turn into pipeline. Nooks brings signals, account history, and next-best actions into one multi-channel system for AI sequencing so outbound stays relevant as you scale. Over 100 teams have switched from legacy sequencing tools to Nooks, more than doubling email-sourced pipeline, cutting research time by 90%, and consolidating multiple vendors into one platform. Over 1200 customers, including sophisticated sales orgs at HubSpot, Deel, ZoomInfo, and Rippling use Nooks to generate more pipeline with less context switching.

**Average Rating:** 4.8/5.0

**Total Reviews:** 1,646

#### How Do G2 Users Rate Nooks?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10)
- **Workflow Performance:** 10.0/10 (Category avg: 8.6/10)
- **Workflow Management:** 9.7/10 (Category avg: 8.8/10)
- **Other Outreach Options :** 9.2/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Nooks?

- **Seller:** [Nooks](https://www.g2.com/sellers/nooks)
- **Company Website:** www.nooks.ai
- **HQ Location:** San Francisco, California
- **Twitter:** @JoinNooks  
390 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d0985ff2b8e1083fcf100fe495e371b10ac44dcc8c0a734662629503f74b014e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fnooksapp&secure%5Burl_type%5D=linkedin_company_website)  
390 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** SDR, Business Development Representative
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 50% Medium, 25% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find that Nooks offers **time-saving** features, enhancing efficiency and allowing for more calls in less time.
- Users find Nooks to be exceptionally **easy to use** , with a beginner-friendly interface and intuitive navigation.
- Users find Nooks enables **exceptional efficiency** with faster dialing and intuitive features that enhance productivity.
- Users love the **efficient parallel dialing** feature of Nooks, boosting their call volume and enhancing conversations.
- Users value the **efficient lead generation** capabilities of Nooks, enhancing productivity and enabling targeted outreach effectively.

##### Cons

- Users face frequent **call issues** with Nooks, including slow connections and frustrating glitches during calls.
- Users face **dialer issues** with incorrect numbers being dialed and challenges in connecting with intended contacts.
- Users find the **missing features** in Nooks limiting, particularly lacking sorting options and multi-tab operation.
- Users face **dialer limitations** with Nooks, including issues with task triggers and double calls to prospects.
- Users report **connection issues** with Nooks, including delays and drops during calls, impacting communication quality.

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

**["Significant Boost in Connect Rates with Seamless CRM"](https://www.g2.com/survey_responses/nooks-review-13124572)**

**Rating:** 5.0/5.0 stars

_— Laura N._

[Read full review](https://www.g2.com/survey_responses/nooks-review-13124572)

**["Nooks Supercharged My Outbound Prospecting With a Fast, Intuitive Dialer"](https://www.g2.com/survey_responses/nooks-review-13172157)**

**Rating:** 5.0/5.0 stars

_— Deep K._

[Read full review](https://www.g2.com/survey_responses/nooks-review-13172157)

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

Saleseshandy allows you to efficiently scale your cold email campaigns for lead generation while maintaining high deliverability. With Saleshandy you can send outbound campaigns through unlimited email sending accounts and unlimited email warm-up, resulting in increased domain reputation, more replies, and higher ROI. You get email personalization, sender rotation, unified inbox, lead finder, automated cold email sequences, Native integrations, webhooks, sequence score and so much more all on one platform. You can also grow your agency with Saleshandy where you get to manage unlimited clients and assign them to unlimited team members for efficient client management. No need to juggle between multiple platforms, you just need one account for your multiple clients.

**Average Rating:** 4.6/5.0

**Total Reviews:** 789

#### How Do G2 Users Rate Saleshandy?

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.2/10)
- **Workflow Performance:** 8.6/10 (Category avg: 8.6/10)
- **Workflow Management:** 8.4/10 (Category avg: 8.8/10)
- **Other Outreach Options :** 7.7/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Saleshandy?

- **Seller:** [Saleshandy](https://www.g2.com/sellers/saleshandy)
- **Year Founded:** 2015
- **HQ Location:** Gujarat
- **Twitter:** @saleshandy  
1,711 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=85a8958edb7ca651ff52a5ba59280c12bacc291f4598867dbb1398a8d6b110bd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F6643262%2F&secure%5Burl_type%5D=linkedin_company_website)  
74 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Founder, CEO
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 88% Small, 8% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **ease of use** of Saleshandy, highlighting its intuitive interface and navigation simplicity.
- Users appreciate the **email tracking** feature of Saleshandy, enhancing their outreach and campaign success dramatically.
- Users rave about Saleshandy's **high open rates and anti-spam effectiveness** , enhancing their email marketing experience significantly.
- Users commend the **exceptional customer support** of Saleshandy, which effectively resolves issues and enhances their experience.
- Users appreciate the **user-friendly interface** of Saleshandy, facilitating easy navigation and effective email outreach.

##### Cons

- Users face **integration issues with emails** in Saleshandy, leading to missing correspondence and potential loss in the sales funnel.
- Users are concerned about the **missing features** , such as follow-up attachments and slow development of new functionalities.
- Users express concerns over **warmup issues** as the feature is still in beta and requires improvement.
- Users find the **monthly subscription costly** , particularly challenging for smaller businesses and larger teams.
- Users find Saleshandy has **limited features** , particularly in automation and integration options, hindering their experience.

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

**["Solid cold outreach platform for a solo founder"](https://www.g2.com/survey_responses/saleshandy-review-12950087)**

**Rating:** 4.5/5.0 stars

_— rafael v._

[Read full review](https://www.g2.com/survey_responses/saleshandy-review-12950087)

**["Straightforward Setup for Cold Email Outreach with Saleshandy"](https://www.g2.com/survey_responses/saleshandy-review-12981111)**

**Rating:** 5.0/5.0 stars

_— 204 t._

[Read full review](https://www.g2.com/survey_responses/saleshandy-review-12981111)

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

- [What is SalesHandy used for?](https://www.g2.com/discussions/what-is-saleshandy-used-for)
- [What does SalesHandy do?](https://www.g2.com/discussions/what-does-saleshandy-do)
- [How do you use sales handy?](https://www.g2.com/discussions/how-do-you-use-sales-handy) - 4 comments, 1 upvote
- [How much does SalesHandy cost?](https://www.g2.com/discussions/how-much-does-saleshandy-cost) - 5 comments
- [What is SalesHandy?](https://www.g2.com/discussions/what-is-saleshandy) - 6 comments

### [DealHub AI](https://www.g2.com/products/dealhub-ai/reviews)

DealHub AI is the Agentic Quote-to-Revenue (Q2R) platform designed for the AI era. We empower high-growth SaaS and forward-thinking enterprises to fully consolidate, automate, and accelerate their entire revenue lifecycle, from initial quote generation through final cash collection and revenue recognition. DealHub AI gives enterprises ultimate flexibility, enabling the rapid design, launch, and scale of any modern monetization model, such as Sales-Led Growth (SLG), Product-Led Growth (PLG), Self-Serve, Subscription, Usage-Based, and AI Consumption models. The unified platform replaces fragmented revenue tools, integrating critical capabilities into one orchestrated engine, including AI-Powered CPQ (Configure, Price, Quote), CLM (Contract Lifecycle Management), Subscription Management & Billing, Revenue Recognition, Digital DealRoom, and Composable API-first Headless Quoting. Enterprises choose DealHub AI to drive revenue at AI scale, leveraging real-time revenue visibility and predictability across all revenue streams via live ARR, usage, churn, and forecast dashboards. DealHub AI offers seamless, native integration with all leading CRMs, including Salesforce, Microsoft Dynamics, and HubSpot, ensuring customers achieve faster time-to-value. DealHub AI is trusted by global revenue leaders, including Intuit, HP, Gong, and Braze.

**Average Rating:** 4.7/5.0

**Total Reviews:** 838

#### How Do G2 Users Rate DealHub AI?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10)
- **Workflow Performance:** 9.6/10 (Category avg: 8.6/10)
- **Workflow Management:** 9.6/10 (Category avg: 8.8/10)
- **Other Outreach Options :** 9.1/10 (Category avg: 8.4/10)

#### Who Is the Company Behind DealHub AI?

- **Seller:** [DealHub.io](https://www.g2.com/sellers/dealhub-io)
- **Company Website:** dealhub.ai
- **Year Founded:** 2014
- **HQ Location:** Austin, Texas
- **Twitter:** @DealHubIO  
3,887 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=93d6d19c2b3723cc62da51286f61aa477c293e52e8253874347bdbd0dec5194a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdealhubio%2F&secure%5Burl_type%5D=linkedin_company_website)  
322 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Sales Operations Manager, Account Executive
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 65% Medium, 23% Small

#### What Do G2 Reviewers Say About DealHub AI?

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **exceptional customer support** from DealHub, highlighting responsiveness and helpful assistance in addressing needs.
- Users find DealHub AI's **ease of use** invaluable, enabling quick adoption and daily utilization across teams.
- Users appreciate the **time-saving capabilities** of DealHub AI, allowing for efficient proposal management and streamlined processes.
- Users value the **efficiency** of DealHub AI, which significantly streamlines processes and saves time during implementation.
- Users highly value the **seamless integrations** of DealHub AI, enabling effective management across various platforms.

##### Cons

- Users find the **learning curve challenging** , particularly when managing complex proposals and integrations on DealHub AI.
- Users express frustration over **limited customization options** in DealHub AI, affecting their ability to tailor the system fully.
- Users experience a **steep learning curve** with DealHub AI, making initial implementation challenging before achieving ease of use.
- Users find the **missing self-service options** frustrating, impacting customization and prolonging the implementation process.
- Users face **integration issues** that complicate management, leading to slower processes and potential errors in updates.

#### What Are Recent G2 Reviews of DealHub AI?

**["Clean dealroom user experience, with class leading onboarding covering a technically clunky product"](https://www.g2.com/survey_responses/dealhub-ai-review-13169218)**

**Rating:** 4.0/5.0 stars

_— Thomas C._

[Read full review](https://www.g2.com/survey_responses/dealhub-ai-review-13169218)

**["Great User Experience and a Smooth Quote-Building Flow"](https://www.g2.com/survey_responses/dealhub-ai-review-13183520)**

**Rating:** 4.0/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/dealhub-ai-review-13183520)

#### What Are G2 Users Discussing About DealHub AI?

- [What is DealHub.io used for?](https://www.g2.com/discussions/what-is-dealhub-io-used-for)
- [What does DealHub.io do?](https://www.g2.com/discussions/what-does-dealhub-io-do) - 2 comments
- [Is DealHub legit?](https://www.g2.com/discussions/is-dealhub-legit) - 3 comments
- [What is CPQ software?](https://www.g2.com/discussions/what-is-cpq-software) - 2 comments
- [What is DealHub?](https://www.g2.com/discussions/what-is-dealhub)

### [Seismic Enablement Cloud](https://www.g2.com/products/seismic-enablement-cloud/reviews)

Seismic is the global leader in AI-powered enablement, empowering go-to-market leaders to drive strategic growth and deliver exceptional customer experiences at scale. The Seismic Enablement Cloud™ is the only unified AI-powered platform that prepares customer-facing teams with the skills, content, tools, and insights needed to maximize every buyer interaction and strengthen client relationships. Seismic's Content solutions help revenue teams find, personalize, and deliver high-impact, compliant assets that accelerate buyer engagement and drive outcomes at scale. Trusted by approximately 2,000 organizations worldwide, Seismic helps businesses achieve measurable outcomes and accelerate revenue growth. Seismic is headquartered in San Diego with offices across North America, Europe, Asia and Australia. Learn more at seismic.com. To learn more, visit Seismic.com and follow us on LinkedIn, Twitter and Instagram.

**Average Rating:** 4.6/5.0

**Total Reviews:** 1,754

#### How Do G2 Users Rate Seismic Enablement Cloud?

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.2/10)
- **Workflow Performance:** 9.1/10 (Category avg: 8.6/10)
- **Workflow Management:** 8.9/10 (Category avg: 8.8/10)
- **Other Outreach Options :** 8.8/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Seismic Enablement Cloud?

- **Seller:** [Seismic](https://www.g2.com/sellers/seismic)
- **Year Founded:** 2010
- **HQ Location:** San Diego, CA
- **Twitter:** @SeismicSoftware  
3,806 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f738b9a1780c9066087c801cb734ca6b9df466f165a5c544b61396d7fa75c583&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2746866%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,329 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Account Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 57% Large, 30% Medium

#### What Do G2 Reviewers Say About Seismic Enablement Cloud?

_AI-generated summary from verified user reviews_

##### Pros

- Users highlight the **ease of use** of Seismic, ensuring quick access to essential content and effective organization.
- Users value the **easy document filtering** in Seismic, simplifying access to essential marketing content and insights.
- Users find Seismic Enablement Cloud's **centralized access to sales materials** enhances collaboration and efficiency significantly.
- Users value the **centralization of up-to-date sales materials** in Seismic, streamlining content access and sharing.
- Users value the **easy sharing** capabilities of Seismic, allowing quick access to personalized content and insights.

##### Cons

- Users find the **poor search functionality** of Seismic Enablement Cloud challenging, hindering quick access to relevant content.
- Users find the **learning curve steep** , often struggling with navigation and training within the Seismic Enablement Cloud.
- Users find **filtering issues** in Seismic Enablement Cloud hinder navigation and access to relevant content.
- Users find **navigation difficult** , as slow loading times and lack of search features hinder quick access to important content.
- Users note a **steep learning curve** with Seismic Enablement Cloud, complicating training and implementation for sales teams.

#### What Are Recent G2 Reviews of Seismic Enablement Cloud?

**["Seismic Makes Sales Content Easy, Professional, and Field-Ready"](https://www.g2.com/survey_responses/seismic-enablement-cloud-review-12639441)**

**Rating:** 5.0/5.0 stars

_— Rachel C._

[Read full review](https://www.g2.com/survey_responses/seismic-enablement-cloud-review-12639441)

**["Intelligent Automation That Streamlines Workflow and Collaboration"](https://www.g2.com/survey_responses/seismic-enablement-cloud-review-12639344)**

**Rating:** 5.0/5.0 stars

_— Diksha S._

[Read full review](https://www.g2.com/survey_responses/seismic-enablement-cloud-review-12639344)

#### What Are G2 Users Discussing About Seismic Enablement Cloud?

- [How do I utilize Seismic’s content personalization features effectively for sales enablement?](https://www.g2.com/discussions/how-do-i-utilize-seismic-s-content-personalization-features-effectively-for-sales-enablement)
- [What is Seismic used for?](https://www.g2.com/discussions/what-is-seismic-used-for)
- [Who owns seismic software?](https://www.g2.com/discussions/who-owns-seismic-software)
- [What is seismic sales enablement?](https://www.g2.com/discussions/what-is-seismic-sales-enablement)
- [How much does seismic cost?](https://www.g2.com/discussions/how-much-does-seismic-cost) - 3 comments

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

Mailshake is a sales engagement platform for modern sales teams. Send personalized cold emails at scale and set tasks to engage with prospects via phone and social media, all in one sequence, on one dashboard. With native integrations to Salesforce, Pipedrive, Hubspot and 3rd party integrations to thousands of apps, Mailshake will fit perfectly within your sales tech stack.

**Average Rating:** 4.7/5.0

**Total Reviews:** 374

#### How Do G2 Users Rate Mailshake?

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10)
- **Workflow Performance:** 8.7/10 (Category avg: 8.6/10)
- **Workflow Management:** 8.6/10 (Category avg: 8.8/10)
- **Other Outreach Options :** 7.9/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Mailshake?

- **Seller:** [MailShake](https://www.g2.com/sellers/mailshake)
- **Year Founded:** 2015
- **HQ Location:** Austin, TX
- **Twitter:** @mailshakeapp  
4,756 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=862f114550de47df8cec621e57d981bc6de9a8f0c698c50c3fc98f947af963cd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmailshake%2F&secure%5Burl_type%5D=linkedin_company_website)  
19 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, Founder
- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 89% Small, 8% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users praise Mailshake for its **ease of use** , enjoying the intuitive interface and fast performance compared to other tools.
- Users enjoy the **time-saving automation** of Mailshake, simplifying outreach and eliminating hours of manual work.
- Users appreciate the **reliable automation** of Mailshake, allowing efficient outreach and streamlined campaign management.
- Users appreciate the **easy setup** of Mailshake, allowing quick initiation of outreach campaigns without complexity.
- Users commend Mailshake's **excellent customer support** , highlighting fast responses and effective onboarding assistance.

##### Cons

- Users feel Mailshake lacks **essential features** and updates, leading to a less user-friendly experience compared to competitors.
- Users find the **integration issues** with CRM systems like Hubspot and Zoho limit Mailshake's effectiveness and clarity.
- Users face a **slight learning curve** at first, but find Mailshake's platform very beneficial overall.
- Users express frustration over **limited integrations** , wishing for more compatibility with tools and services.
- Users find the **interface unintuitive** , which can lead to challenges, though support helps resolve issues quickly.

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

**["Powerful cold outreach tool with seamless API integration"](https://www.g2.com/survey_responses/mailshake-review-12971077)**

**Rating:** 4.5/5.0 stars

_— Georgios F._

[Read full review](https://www.g2.com/survey_responses/mailshake-review-12971077)

**["MailShake: Easy to Learn, Great In-App AI Support, and Intuitive Analytics"](https://www.g2.com/survey_responses/mailshake-review-12709326)**

**Rating:** 4.5/5.0 stars

_— Gary R._

[Read full review](https://www.g2.com/survey_responses/mailshake-review-12709326)

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

- [What is Mailshake used for?](https://www.g2.com/discussions/what-is-mailshake-used-for) - 1 comment
- [What does Mailshake do?](https://www.g2.com/discussions/what-does-mailshake-do) - 1 comment
- [What is Lemlist?](https://www.g2.com/discussions/what-is-lemlist) - 2 comments
- [How do you use Mailshake?](https://www.g2.com/discussions/how-do-you-use-mailshake) - 2 comments, 1 upvote
- [How much does Mailshake cost?](https://www.g2.com/discussions/how-much-does-mailshake-cost) - 3 comments

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

Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system.

**Average Rating:** 4.1/5.0

**Total Reviews:** 2,837

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

- **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 9.2/10)
- **Workflow Performance:** 8.6/10 (Category avg: 8.6/10)
- **Workflow Management:** 8.6/10 (Category avg: 8.8/10)
- **Other Outreach Options :** 8.2/10 (Category avg: 8.4/10)

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

- **Seller:** [Zoho](https://www.g2.com/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704)
- **Year Founded:** 1996
- **HQ Location:** Austin, TX
- **Twitter:** @Zoho  
137,880 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9c8e45ddb296c32c6c5597ef9ba945c94562c57624f7bd1dcf1a9e9931f71578&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F38373%2F&secure%5Burl_type%5D=linkedin_company_website)  
30,766 employees on LinkedIn®
- **Phone:** +1 (888) 900-9646 

#### Who Uses This Product?

- **Who Uses This:** Owner, CEO
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 62% Small, 33% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of Zoho CRM, making navigation and implementation smooth and intuitive.
- Users appreciate the **robust features** and **top-notch support** of Zoho CRM, enhancing their customer management experience.
- Users value the **seamless integrations** of Zoho CRM, enhancing their workflow and connecting various business tools effortlessly.
- Users value the **efficient lead management** of Zoho CRM, enhancing workflows and integrating seamlessly with multiple applications.
- Users love the **ease of integration** with Zoho CRM, creating a seamless workflow with other business tools.

##### Cons

- Users find the **learning curve challenging** , especially with advanced features that require time to master.
- Users struggle with the **limited features** of Zoho CRM, especially regarding integration and automation with other systems.
- Users face significant **integration issues** with Zoho CRM, causing delays and complications in achieving desired functionality.
- Users find Zoho CRM's **complexity** challenging, especially for first-time users unfamiliar with CRM systems.
- Users often face **poor customer support** , finding it difficult to receive proper assistance for their queries.

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

**["Zoho CRM Centralizes Data, Automates Workflows, and Delivers Powerful Insights"](https://www.g2.com/survey_responses/zoho-crm-review-13163763)**

**Rating:** 4.5/5.0 stars

_— Muhammed A._

[Read full review](https://www.g2.com/survey_responses/zoho-crm-review-13163763)

**["A Cost-Effective, Turnkey CRM Solution"](https://www.g2.com/survey_responses/zoho-crm-review-13048297)**

**Rating:** 5.0/5.0 stars

_— Rohit B._

[Read full review](https://www.g2.com/survey_responses/zoho-crm-review-13048297)

#### What Are G2 Users Discussing About Zoho CRM?

- [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/zoho-crm-what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platf) - 3 comments, 1 upvote
- [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platforms) - 3 comments
- [What is Zoho CRM used for?](https://www.g2.com/discussions/zoho-crm-what-is-zoho-crm-used-for) - 2 comments, 2 upvotes
- [Is Zoho CRM really free?](https://www.g2.com/discussions/is-zoho-crm-really-free) - 4 comments, 5 upvotes
- [What are the features of CRM software?](https://www.g2.com/discussions/zoho-crm-what-are-the-features-of-crm-software) - 2 comments, 1 upvote

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Spotlight Categories

[Robotic Process Automation (RPA) Software](https://www.g2.com/categories/robotic-process-automation-rpa)

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Similar Categories

- [AI Sales Roleplay Tools](/categories/ai-sales-roleplay-tools)
- [Conversation Intelligence](/categories/conversation-intelligence)
- [Digital Sales Room](/categories/digital-sales-room)
- [Email Tracking](/categories/email-tracking)

- [Lead-to-Account Matching and Routing](/categories/lead-to-account-matching-and-routing)
- [Outbound Call Tracking](/categories/outbound-call-tracking)
- [Sales Coaching](/categories/sales-coaching)
- [Sales Enablement](/categories/sales-enablement)

- [Salesforce CRM Document Generation](/categories/salesforce-crm-document-generation)
- [Sales Performance Management](/categories/sales-performance-management)
- [Sales Planning](/categories/sales-planning)
- [Sales Training and Onboarding](/categories/sales-training-and-onboarding)

[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 

Products classified in the overall Sales Engagement category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Sales Engagement to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business Sales Engagement category.

In addition to qualifying for inclusion in the Sales Engagement Software category, to qualify for inclusion in the Small Business Sales Engagement Software category, a product must have at least 10 reviews left by a reviewer from a small business.

Top Tools at a Glance

| 

 | 

Multi-touch outreach sequencing with centralized pipeline visibility

 | 

User Review

"Highly Customisable, but Easy to Underutilise Without Training"

 |
| 

 | 

Salesforce-native autonomous SDR and pipeline engagement

 | 

User Review

"Agentforce Sales Delivers Clear Lead Visibility and Smoother Marketing-to-Sales Handoff"

 |
| 

 | 

B2B prospecting-to-sequence outreach consolidation

 | 

User Review

"Sales Development Representative"

 |
| 

 | 

Intent-driven outbound prospecting with CRM-integrated contact data

 | 

User Review

"Efficient Sales Prospecting, Needs UI Improvement"

 |
| 

 | 

Multichannel sequences with native email deliverability

 | 

User Review

"Ease of use, fun and effiency... I love it"

 |
| 

 | 

Call recording with AI-powered sales coaching

 | 

User Review

"Brilliant AI, Extremely Intuitive Platform"

 |
| 

 | 

Multi-inbox cold outreach with automated warm-up

 | 

User Review

"Perfect Balance: Easy Beginner-Friendly Setup, and Warmup That Allows Campaigns To Go Live Fast"

 |
| 

 | 

High-velocity outbound calling with unified multi-channel sequencing

 | 

User Review

"Easy Setup, Seamless Email Integration, and Responsive Support"

 |

* * *

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)