# Best Sales Engagement Software

  *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)*

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

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

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

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





## Category Overview

**Total Products under this Category:** 286


## Trust & Credibility Stats

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

- 30 Analysts and Data Experts
- 141,900+ Authentic Reviews
- 286+ 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.


## Best Sales Engagement Software At A Glance

- **Leader:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)
- **Highest Performer:** [DealHub](https://www.g2.com/products/dealhub/reviews)
- **Easiest to Use:** [Nooks](https://www.g2.com/products/nooks/reviews)
- **Top Trending:** [Instantly](https://www.g2.com/products/instantly/reviews)
- **Best Free Software:** [Apollo.io](https://www.g2.com/products/apollo-io/reviews)


## Top-Rated Products (Ranked by G2 Score)
  ### 1. [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:** 24,515

**User Satisfaction Scores:**

- **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: 8.7/10)
- **Other Outreach Options :** 8.1/10 (Category avg: 8.3/10)


**Seller Details:**

- **Seller:** [Salesforce](https://www.g2.com/sellers/salesforce)
- **Company Website:** https://www.salesforce.com/
- **Year Founded:** 1999
- **HQ Location:** San Francisco, CA
- **Twitter:** @salesforce (581,281 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/3185/ (88,363 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Account Executive, Account Manager
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 46% Mid-Market, 34% Enterprise


#### Pros & Cons

**Pros:**

- Ease of Use (3658 reviews)
- Features (3167 reviews)
- Lead Management (2051 reviews)
- Customization (1641 reviews)
- Customizability (1620 reviews)

**Cons:**

- Learning Curve (1831 reviews)
- Limitations (1412 reviews)
- Missing Features (1147 reviews)
- Limited Features (1126 reviews)
- Expensive (1109 reviews)

  ### 2. [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:** 13,063

**User Satisfaction Scores:**

- **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: 8.7/10)
- **Other Outreach Options :** 8.2/10 (Category avg: 8.3/10)


**Seller Details:**

- **Seller:** [HubSpot](https://www.g2.com/sellers/hubspot)
- **Company Website:** https://www.HubSpot.com
- **Year Founded:** 2006
- **HQ Location:** Cambridge, MA
- **Twitter:** @HubSpot (785,747 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/68529/ (11,979 employees on LinkedIn®)

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


#### Pros & Cons

**Pros:**

- Ease of Use (1430 reviews)
- Features (831 reviews)
- Helpful (760 reviews)
- Lead Management (671 reviews)
- Intuitive (617 reviews)

**Cons:**

- Missing Features (500 reviews)
- Limited Features (472 reviews)
- Learning Curve (447 reviews)
- Expensive (344 reviews)
- Limited Customization (319 reviews)

  ### 3. [ZoomInfo Sales](https://www.g2.com/products/zoominfo-sales/reviews)
  ZoomInfo Sales is a comprehensive sales execution solution designed to empower sales teams by transforming data into actionable insights within a single, unified platform. This innovative tool integrates three core products—ZoomInfo Sales, Copilot, and GTM Workspace—each tailored to enhance the sales process and improve efficiency. The ZoomInfo Sales component stands out as a leading B2B sales prospecting platform, offering access to an extensive database that includes over 70 million direct dial phone numbers, 174 million verified email addresses, and 500 million professional profiles. This wealth of information enables sales professionals to identify and connect with potential clients effectively. Additionally, the platform tracks buyer intent, monitors website visitors, and processes over one billion buying signals each month, ensuring that users have access to timely and relevant data. With a significant annual investment in data quality, ZoomInfo guarantees that the intelligence provided is both accurate and reliable, as it is meticulously verified rather than scraped from unreliable sources. Copilot serves as an AI-driven sales assistant that centralizes critical data and signals, allowing sales representatives to prioritize accounts and uncover opportunities more efficiently. By providing custom account summaries, personalized recommendations, and tailored email communications, Copilot streamlines the research process, saving sellers an estimated 10 hours each week. Its seamless integration with existing CRM systems ensures that users receive real-time alerts on account changes, enabling timely engagement with customers and prospects. GTM Workspace further enhances the sales process by shifting teams from a reactive to a proactive approach. This AI-powered workspace consolidates insights from various systems into a single view, allowing sales professionals to manage their workflows more effectively. AI agents within GTM Workspace conduct account research, generate follow-up tasks, monitor signals, draft outreach communications, and suggest next best actions. This holistic approach ensures that sales teams can operate efficiently, making informed decisions based on comprehensive insights. Overall, ZoomInfo Sales provides a robust solution for sales teams looking to optimize their processes and drive better results. By combining accurate data, AI-driven insights, and streamlined workflows, it enables users to focus on what matters most—building relationships and closing deals.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 8,834

**User Satisfaction Scores:**

- **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: 8.7/10)
- **Other Outreach Options :** 8.0/10 (Category avg: 8.3/10)


**Seller Details:**

- **Seller:** [ZoomInfo](https://www.g2.com/sellers/zoominfo-26a9872a-d61e-4832-ab53-5e972b230706)
- **Company Website:** https://www.zoominfo.com/
- **Year Founded:** 2000
- **HQ Location:** Vancouver, WA
- **Twitter:** @ZoomInfo (23,496 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/zoominfo/ (4,353 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Account Executive, Sales Development Representative
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 48% Mid-Market, 26% Enterprise


#### Pros & Cons

**Pros:**

- Contact Information (413 reviews)
- Ease of Use (403 reviews)
- Data Accuracy (384 reviews)
- Features (334 reviews)
- Helpful (324 reviews)

**Cons:**

- Inaccurate Data (232 reviews)
- Outdated Data (232 reviews)
- Outdated Contacts (215 reviews)
- Data Inaccuracy (188 reviews)
- Outdated Information (172 reviews)

  ### 4. [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:** 9,260

**User Satisfaction Scores:**

- **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: 8.7/10)
- **Other Outreach Options :** 8.4/10 (Category avg: 8.3/10)


**Seller Details:**

- **Seller:** [Apollo.io](https://www.g2.com/sellers/apollo-io)
- **Company Website:** https://www.apollo.io/
- **Year Founded:** 2015
- **HQ Location:** San Francisco, CA
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)

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


#### Pros & Cons

**Pros:**

- Ease of Use (1680 reviews)
- Lead Generation (1400 reviews)
- Features (1393 reviews)
- Helpful (1390 reviews)
- Time-saving (1152 reviews)

**Cons:**

- Missing Features (597 reviews)
- Inaccurate Data (503 reviews)
- Learning Curve (474 reviews)
- Data Inaccuracy (458 reviews)
- Limited Features (454 reviews)

  ### 5. [lemlist](https://www.g2.com/products/lemlist/reviews)
  lemlist is a sales engagement platform that helps teams reach prospects on email, LinkedIn, calls, and WhatsApp from one place - so they can get more replies, book more meetings, and close more deals. It helps sales teams: - Find leads and get their emails and phone numbers without extra tools - Build automated multichannel sequences across email, LinkedIn, calls, and WhatsApp, while keeping every touch personal - Keep emails landing in the inbox with lemwarm, the built-in deliverability booster - Manage replies across all channels and different senders from one centralized inbox - Work directly from CRM with Salesforce, HubSpot, and Pipedrive integrations Unlike tools that only cover one part of outbound, lemlist gives you the full workflow - from finding prospects to booking meetings, without losing the human touch. Whether you’re an SDR, leading a sales team, working in sales ops, or growing as a founder, lemlist helps you cut manual work, focus on conversations that matter, and hit revenue targets faster. Learn more & start your free 14-day trial at www.lemlist.com


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 1,445

**User Satisfaction Scores:**

- **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:** 8.6/10 (Category avg: 8.7/10)
- **Other Outreach Options :** 8.2/10 (Category avg: 8.3/10)


**Seller Details:**

- **Seller:** [lemlist](https://www.g2.com/sellers/lemlist)
- **Company Website:** https://lemlist.com/
- **Year Founded:** 2018
- **HQ Location:** Paris, Île-de-France, France
- **Twitter:** @lemlist (2,532 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/18342604/ (245 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** CEO, Founder
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 53% Small-Business, 8% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (585 reviews)
- Features (370 reviews)
- Helpful (293 reviews)
- Automation (263 reviews)
- LinkedIn Integration (250 reviews)

**Cons:**

- Missing Features (208 reviews)
- Expensive (141 reviews)
- Learning Curve (125 reviews)
- Campaign Management (83 reviews)
- Email Management (77 reviews)

  ### 6. [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:** 4,061

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10)
- **Workflow Performance:** 8.3/10 (Category avg: 8.6/10)
- **Workflow Management:** 8.3/10 (Category avg: 8.7/10)
- **Other Outreach Options :** 7.4/10 (Category avg: 8.3/10)


**Seller Details:**

- **Seller:** [Instantly](https://www.g2.com/sellers/instantly)
- **Company Website:** https://instantly.ai
- **Year Founded:** 2001
- **HQ Location:** Sheridan, US
- **LinkedIn® Page:** https://www.linkedin.com/company/instantlyapp/ (211 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Founder, CEO
  - **Top Industries:** Marketing and Advertising, Computer Software
  - **Company Size:** 93% Small-Business, 4% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (686 reviews)
- Helpful (497 reviews)
- Customer Support (491 reviews)
- Features (367 reviews)
- Time-saving (354 reviews)

**Cons:**

- Expensive (198 reviews)
- Missing Features (190 reviews)
- Email Management (126 reviews)
- Learning Curve (105 reviews)
- Email Issues (104 reviews)

  ### 7. [Gong](https://www.g2.com/products/gong/reviews)
  Gong harnesses the power of AI to transform how revenue teams win. The Gong Revenue AI Operating System unifies data, insights, and workflows into a single, trusted system that observes, guides, and acts alongside the world’s most successful revenue teams. Powered by the Gong Revenue Graph, AI-powered intelligence, specialized agents, and trusted applications, Gong helps more than 5,000—including LinkedIn, Shopify, Slack, Twilio, Zillow, and Morningstar—companies around the world deeply understand their teams and customers, automate critical sales workflows, and close more deals with less effort. Recognized by G2 as the #1 Best Software Product for multiple years, Gong continues to lead in customer satisfaction, innovation, and AI-powered revenue transformation. For more information, visit www.gong.io.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 6,398

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.2/10)
- **Workflow Performance:** 7.9/10 (Category avg: 8.6/10)
- **Workflow Management:** 8.0/10 (Category avg: 8.7/10)
- **Other Outreach Options :** 7.3/10 (Category avg: 8.3/10)


**Seller Details:**

- **Seller:** [Gong](https://www.g2.com/sellers/gong)
- **Company Website:** https://www.gong.io
- **Year Founded:** 2015
- **HQ Location:** San Francisco, California
- **Twitter:** @Gong_io (7,608 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/10454372/ (2,482 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Account Executive, Customer Success Manager
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 69% Mid-Market, 18% Enterprise


#### Pros & Cons

**Pros:**

- Helpful (352 reviews)
- Ease of Use (289 reviews)
- Call Recording (237 reviews)
- AI Summary (219 reviews)
- Accuracy (214 reviews)

**Cons:**

- Call Issues (130 reviews)
- Recording Issues (88 reviews)
- AI Inaccuracy (77 reviews)
- AI Limitations (74 reviews)
- Accuracy Issues (72 reviews)

  ### 8. [Close](https://www.g2.com/products/close/reviews)
  Most CRMs store data. Close helps you act on it. With built-in calling, email, SMS, and automation, your team can reach leads instantly — without stitching together tools. Trusted by 10,000+ teams • 2B+ sales interactions • 4.7★, Close is built to help sales teams move faster and close more deals. Now meet Chloe. Chloe is your AI sales teammate, built into Close. She doesn’t just automate tasks — she takes action. A new lead comes in → Chloe calls instantly A stale lead sits → Chloe re-engages it A deal stalls → Chloe follows up and moves it forward She has real conversations. Qualifies prospects. Books meetings. No scripts. No delays. No dropped leads. Every lead gets a response. Every conversation moves forward. Built into Close. Ready in minutes. Free during early Beta. Limited access. → Join the waitlist: close.com/chloe → Start a free trial: close.com


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 2,010

**User Satisfaction Scores:**

- **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: 8.7/10)
- **Other Outreach Options :** 8.7/10 (Category avg: 8.3/10)


**Seller Details:**

- **Seller:** [Close](https://www.g2.com/sellers/close)
- **Company Website:** https://close.com
- **Year Founded:** 2013
- **HQ Location:** 111 Congress Avenue, Suite 500 Austin, Texas 78701 United States
- **Twitter:** @Close (6,582 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2597204/ (205 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** CEO, Founder
  - **Top Industries:** Marketing and Advertising, Computer Software
  - **Company Size:** 76% Small-Business, 20% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (819 reviews)
- Helpful (482 reviews)
- Simple (428 reviews)
- Features (426 reviews)
- Intuitive (389 reviews)

**Cons:**

- Missing Features (271 reviews)
- Call Issues (194 reviews)
- Limited Features (150 reviews)
- Learning Curve (101 reviews)
- Limited Customization (100 reviews)

  ### 9. [Salesloft](https://www.g2.com/products/salesloft/reviews)
  Salesloft powers durable revenue growth for the world’s most demanding companies. The industry-leading Revenue Orchestration Platform uses purpose-built AI to help market-facing teams prioritize and take action on what matters most, from first touch to upsell and renewal. Targeting a diverse audience that includes sales professionals, marketing teams, and revenue operations leaders, Salesloft is used successfully by organizations of all sizes. More than 5,000 customers including Google, 3M, IBM, Shopify, Square, and Cisco gain a performance force multiplier with Salesloft by shifting to a durable revenue engagement model, helping them solve the complexities of modern B2B sales and unlock revenue efficiency. Salesloft provides a suite of capabilities and solutions designed to support modern sales teams, including advanced analytics, sales forecasting, sales automation, sales coaching, deal management, revenue intelligence, sales engagement, conversation intelligence, and integrated communication capabilities. With Salesloft's Revenue Orchestration Platform powering a durable revenue engagement model, businesses can unlock profitable, efficient growth. For more information visit www.salesloft.com.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 4,149

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.2/10)
- **Workflow Performance:** 8.8/10 (Category avg: 8.6/10)
- **Workflow Management:** 8.8/10 (Category avg: 8.7/10)
- **Other Outreach Options :** 8.3/10 (Category avg: 8.3/10)


**Seller Details:**

- **Seller:** [Salesloft](https://www.g2.com/sellers/salesloft)
- **Company Website:** https://salesloft.com
- **Year Founded:** 2011
- **HQ Location:** Atlanta, GA
- **Twitter:** @Salesloft (18,445 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2296178/ (1,137 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Account Executive, Sales Development Representative
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 56% Mid-Market, 23% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (256 reviews)
- Helpful (158 reviews)
- Features (155 reviews)
- Automation (146 reviews)
- Time-saving (138 reviews)

**Cons:**

- Missing Features (95 reviews)
- Call Issues (65 reviews)
- Integration Issues (62 reviews)
- Learning Curve (60 reviews)
- Limitations (55 reviews)

  ### 10. [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:** 14,116

**User Satisfaction Scores:**

- **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: 8.7/10)
- **Other Outreach Options :** 6.8/10 (Category avg: 8.3/10)


**Seller Details:**

- **Seller:** [ActiveCampaign](https://www.g2.com/sellers/activecampaign)
- **Company Website:** https://www.activecampaign.com
- **Year Founded:** 2003
- **HQ Location:** Chicago, IL
- **Twitter:** @ActiveCampaign (13,223 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/221390/ (857 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Owner, CEO
  - **Top Industries:** Marketing and Advertising, Health, Wellness and Fitness
  - **Company Size:** 92% Small-Business, 7% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (848 reviews)
- Automation (787 reviews)
- Automation Features (654 reviews)
- Automations (621 reviews)
- Features (574 reviews)

**Cons:**

- Learning Curve (419 reviews)
- Expensive (403 reviews)
- Missing Features (388 reviews)
- Limited Features (294 reviews)
- Not Intuitive (280 reviews)

  ### 11. [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews)
  Bigin by Zoho CRM is a simplified customer relationship management (CRM) software designed specifically for small businesses, startups and teams! Trusted by 20,000+ businesses, Bigin helps small businesses unify all customer-facing operations— marketing, sales, onboarding, delivery, and support and manage customer relationships effectively. What makes Bigin unique and a compelling choice for any business? - Simplicity and ease-of-use. - Designed for small businesses, startups, SMBs, customer-facing teams. - End-to-end mobile accessibility - Affordable pricing - Streamlined customer operations - Smooth collaboration and teamwork


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 783

**User Satisfaction Scores:**

- **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: 8.7/10)
- **Other Outreach Options :** 8.0/10 (Category avg: 8.3/10)


**Seller Details:**

- **Seller:** [Zoho](https://www.g2.com/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704)
- **Year Founded:** 1996
- **HQ Location:** Austin, TX
- **Twitter:** @Zoho (137,251 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/38373/ (30,531 employees on LinkedIn®)
- **Phone:** +1 (888) 900-9646 

**Reviewer Demographics:**
  - **Who Uses This:** CEO, Founder
  - **Top Industries:** Information Technology and Services, Marketing and Advertising
  - **Company Size:** 90% Small-Business, 9% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (256 reviews)
- Simple (133 reviews)
- Intuitive (113 reviews)
- Simplicity (109 reviews)
- Features (87 reviews)

**Cons:**

- Missing Features (91 reviews)
- Limited Features (75 reviews)
- Limited Customization (67 reviews)
- Integration Issues (65 reviews)
- Limited Integrations (45 reviews)

  ### 12. [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:** 1,269

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10)
- **Workflow Management:** 10.0/10 (Category avg: 8.7/10)
- **Other Outreach Options :** 6.7/10 (Category avg: 8.3/10)


**Seller Details:**

- **Seller:** [Nooks](https://www.g2.com/sellers/nooks)
- **Company Website:** https://www.nooks.ai/
- **HQ Location:** San Francisco, California
- **Twitter:** @JoinNooks (383 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/nooksapp (566 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** SDR, Sales Development Representative
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 49% Mid-Market, 25% Small-Business


#### Pros & Cons

**Pros:**

- Time-saving (399 reviews)
- Ease of Use (384 reviews)
- Efficiency (355 reviews)
- Features (248 reviews)
- Lead Generation (219 reviews)

**Cons:**

- Call Issues (212 reviews)
- Dialer Issues (110 reviews)
- Missing Features (81 reviews)
- Dialer Limitations (65 reviews)
- Connection Issues (60 reviews)

  ### 13. [Amplemarket](https://www.g2.com/products/amplemarket/reviews)
  By combining premium data, multichannel engagement, and real-time insights in one seamless solution, Duo AI Copilot and AI Agent redefine how modern sales teams operate. Duo uncovers hidden opportunities, detects buyer intent signals, and generates tailored playbooks - empowering your reps to focus on what matters most: building relationships and closing deals. It’s the perfect fusion of AI precision and human intuition. Built on an all-in-one sales platform, Duo AI Agents support your entire outbound workflow - from prospecting and engagement to automation and deliverability. What’s included in the platform: - Global B2B data to help you identify and reach your ideal customers - Multichannel outreach via email, phone, social, voice cloning, and more - Built-in personalization to scale relevant, high-converting messaging - AI superpowers: A suite of personalized AI Agents that handles research, intent signals, and workflows - so you spend less time prepping and more time selling


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 604

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.2/10)
- **Workflow Performance:** 8.6/10 (Category avg: 8.6/10)
- **Workflow Management:** 8.8/10 (Category avg: 8.7/10)
- **Other Outreach Options :** 8.5/10 (Category avg: 8.3/10)


**Seller Details:**

- **Seller:** [Amplemarket](https://www.g2.com/sellers/amplemarket)
- **Year Founded:** 2019
- **HQ Location:** San Francisco, California
- **Twitter:** @amplemarket (2,552 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** SDR, Account Executive
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 45% Small-Business, 41% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (150 reviews)
- Helpful (135 reviews)
- Features (125 reviews)
- Automation (122 reviews)
- Lead Generation (111 reviews)

**Cons:**

- Missing Features (56 reviews)
- Learning Curve (32 reviews)
- Improvement Needed (31 reviews)
- Sequence Issues (28 reviews)
- Integration Issues (26 reviews)

  ### 14. [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:** 2,802

**User Satisfaction Scores:**

- **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: 8.7/10)
- **Other Outreach Options :** 8.2/10 (Category avg: 8.3/10)


**Seller Details:**

- **Seller:** [Zoho](https://www.g2.com/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704)
- **Year Founded:** 1996
- **HQ Location:** Austin, TX
- **Twitter:** @Zoho (137,251 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/38373/ (30,531 employees on LinkedIn®)
- **Phone:** +1 (888) 900-9646 

**Reviewer Demographics:**
  - **Who Uses This:** Owner, CEO
  - **Top Industries:** Information Technology and Services, Computer Software
  - **Company Size:** 62% Small-Business, 33% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (271 reviews)
- Features (172 reviews)
- Integrations (140 reviews)
- Lead Management (116 reviews)
- Easy Integrations (115 reviews)

**Cons:**

- Learning Curve (112 reviews)
- Limited Features (71 reviews)
- Integration Issues (70 reviews)
- Complexity (68 reviews)
- Poor Customer Support (67 reviews)

  ### 15. [Clari](https://www.g2.com/products/clari/reviews)
  Clari's revenue platform improves efficiency, predictability, and growth across the entire revenue process. Clari gives revenue teams total visibility into their business to drive process rigor, align buyers and sellers, spot risk and opportunity in the pipeline, increase forecast accuracy, and drive overall efficiency. Hundreds of thousands of revenue professionals at leading companies, including Okta, Adobe, Workday, Zoom, and Finastra use Clari to make their revenue process more connected, efficient, and predictable. Visit us at clari.com and follow us @clari on LinkedIn.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 5,492

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10)
- **Workflow Performance:** 9.1/10 (Category avg: 8.6/10)
- **Workflow Management:** 9.1/10 (Category avg: 8.7/10)
- **Other Outreach Options :** 8.8/10 (Category avg: 8.3/10)


**Seller Details:**

- **Seller:** [Salesloft](https://www.g2.com/sellers/salesloft)
- **Company Website:** https://salesloft.com
- **Year Founded:** 2011
- **HQ Location:** Atlanta, GA
- **Twitter:** @Salesloft (18,445 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2296178/ (1,137 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Account Executive, Account Manager
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 47% Mid-Market, 41% Enterprise


#### Pros & Cons

**Pros:**

- Ease of Use (241 reviews)
- Features (180 reviews)
- Helpful (171 reviews)
- Forecasting (139 reviews)
- Salesforce Integration (125 reviews)

**Cons:**

- Learning Curve (80 reviews)
- Limitations (63 reviews)
- Missing Features (61 reviews)
- Limited Customization (59 reviews)
- Not Intuitive (57 reviews)

  ### 16. [Outreach](https://www.g2.com/products/outreach/reviews)
  Outreach, founded in 2014, is the only complete AI Revenue Workflow Platform that helps sales leaders benefit from connected account visibility, performance insights, and higher forecasting accuracy across every GTM team. Outreach infuses agentic AI to power 100s of use cases across sales motions. From new logo prospecting to renewal and expansion, Outreach AI automates workflows and frees sellers to focus on more strategic conversations and actions. Global organizations use Outreach to power their revenue teams, including SAP, Siemens, Snowflake, and Verizon to name a few. To learn more, please visit www.outreach.io.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 3,488

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.2/10)
- **Workflow Performance:** 8.5/10 (Category avg: 8.6/10)
- **Workflow Management:** 8.6/10 (Category avg: 8.7/10)
- **Other Outreach Options :** 8.2/10 (Category avg: 8.3/10)


**Seller Details:**

- **Seller:** [Outreach](https://www.g2.com/sellers/outreach)
- **Company Website:** https://www.outreach.io/demo
- **Year Founded:** 2014
- **HQ Location:** Seattle, WA
- **Twitter:** @outreach_io (7,693 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/3559595/ (1,511 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Account Executive, Sales Development Representative
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 60% Mid-Market, 22% Enterprise


#### Pros & Cons

**Pros:**

- Ease of Use (87 reviews)
- Automation (54 reviews)
- Helpful (54 reviews)
- Features (50 reviews)
- Integrations (47 reviews)

**Cons:**

- Missing Features (38 reviews)
- Learning Curve (26 reviews)
- Limitations (24 reviews)
- Limited Features (20 reviews)
- Limited Customization (19 reviews)

  ### 17. [DealHub](https://www.g2.com/products/dealhub/reviews)
  DealHub 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 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 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 offers seamless, native integration with all leading CRMs, including Salesforce, Microsoft Dynamics, and HubSpot, ensuring customers achieve faster time-to-value. DealHub is trusted by global leaders, including Intuit, Gong, Kore.ai, SpotOn, and Braze.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 828

**User Satisfaction Scores:**

- **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: 8.7/10)
- **Other Outreach Options :** 9.1/10 (Category avg: 8.3/10)


**Seller Details:**

- **Seller:** [DealHub.io](https://www.g2.com/sellers/dealhub-io)
- **Company Website:** https://dealhub.io/
- **Year Founded:** 2014
- **HQ Location:** Austin, Texas
- **Twitter:** @DealHubIO (3,899 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/dealhubio/ (308 employees on LinkedIn®)

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


#### Pros & Cons

**Pros:**

- Customer Support (109 reviews)
- Ease of Use (101 reviews)
- Efficiency (88 reviews)
- Time-saving (87 reviews)
- Integrations (82 reviews)

**Cons:**

- Learning Curve (37 reviews)
- Limited Customization (33 reviews)
- Steep Learning Curve (25 reviews)
- Missing Features (22 reviews)
- Integration Issues (20 reviews)

  ### 18. [Lusha](https://www.g2.com/products/lusha/reviews)
  Lusha is an AI-powered B2B sales intelligence and prospecting platform. It gives sales, marketing, and RevOps teams accurate B2B contact and company data, including direct dials and business emails, so they can reach decision-makers faster. Trusted by over 2.6 million users worldwide, Lusha combines a GDPR-compliant B2B contact database with AI-driven automation and live prospect streaming to power list building, data enrichment, and revenue workflows across the funnel.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 1,575

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.2/10)
- **Workflow Performance:** 8.5/10 (Category avg: 8.6/10)
- **Workflow Management:** 8.6/10 (Category avg: 8.7/10)
- **Other Outreach Options :** 8.1/10 (Category avg: 8.3/10)


**Seller Details:**

- **Seller:** [Lusha](https://www.g2.com/sellers/lusha)
- **Company Website:** https://www.lusha.com/
- **Year Founded:** 2016
- **HQ Location:** Boston, Massachusetts
- **Twitter:** @LushaData (2,694 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/lushadata/ (370 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Sales Development Representative, Account Executive
  - **Top Industries:** Information Technology and Services, Computer Software
  - **Company Size:** 47% Mid-Market, 39% Small-Business


#### Pros & Cons

**Pros:**

- Contact Information (87 reviews)
- Ease of Use (87 reviews)
- Data Accuracy (69 reviews)
- Accuracy (61 reviews)
- Accurate Data (61 reviews)

**Cons:**

- Data Inaccuracy (49 reviews)
- Inaccurate Data (42 reviews)
- Outdated Contacts (36 reviews)
- Outdated Data (33 reviews)
- Outdated Information (33 reviews)

  ### 19. [GetAccept](https://www.g2.com/products/getaccept/reviews)
  GetAccept is a Digital Sales Room platform trusted by more than 5000 revenue teams to help reps spend more time selling and less time on admin. We bring static sales content and scattered communication into one shared space where every stakeholder can access the latest content, timelines, and context throughout the whole sales cycle. And with purpose-built AI that truly understands the context of your deals, creating and updating personalized content takes minutes. Native integrations with popular CRMs let reps work with their existing tools, while making sure activity is automatically synced and updated everywhere it matters. In short – we help sales teams work smart, close faster, and win more.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 1,184

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.2/10)
- **Workflow Performance:** 8.5/10 (Category avg: 8.6/10)
- **Workflow Management:** 8.5/10 (Category avg: 8.7/10)
- **Other Outreach Options :** 7.9/10 (Category avg: 8.3/10)


**Seller Details:**

- **Seller:** [GetAccept Inc.](https://www.g2.com/sellers/getaccept-inc)
- **Company Website:** https://www.getaccept.com
- **Year Founded:** 2015
- **HQ Location:** Palo Alto, CA
- **Twitter:** @getaccept (1,435 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/10154116/ (160 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Sales Manager, Account Manager
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 51% Small-Business, 42% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (92 reviews)
- Customer Support (48 reviews)
- Helpful (42 reviews)
- Intuitive (40 reviews)
- Time-saving (38 reviews)

**Cons:**

- Missing Features (16 reviews)
- Limited Customization (11 reviews)
- Limited Features (11 reviews)
- Difficult Editing (10 reviews)
- Poor Integration (9 reviews)

  ### 20. [Revenue Grid](https://www.g2.com/products/revenue-grid/reviews)
  Revenue Grid is a sophisticated revenue intelligence solution designed to enhance sales performance through advanced data capturing technology. This platform integrates seamlessly with Salesforce, providing users with a comprehensive view of their revenue landscape. By leveraging artificial intelligence, Revenue Grid enables sales teams to make informed decisions, optimize their strategies, and ultimately drive revenue growth. The target audience for Revenue Grid includes sales leaders, operational roles, and organizations seeking to improve their sales processes. This solution is particularly beneficial for companies that rely heavily on data-driven insights to manage their sales pipelines effectively. With its robust features, Revenue Grid addresses specific use cases such as identifying revenue leaks, managing at-risk deals, and automating sales tasks, making it an essential tool for any sales-driven organization. Key features of Revenue Grid include AI-guided selling, which empowers sales representatives to understand the nuances of human relationships behind accounts. This capability allows teams to tailor their approaches and improve their chances of closing deals. Additionally, the platform offers intelligent sales sequences that automate repetitive tasks for Sales Development Representatives (SDRs) and Account Executives (AEs), freeing them to focus on high-impact activities. The ability to visualize and eliminate revenue leaks in the pipeline provides actionable insights that can significantly enhance sales performance. Moreover, Revenue Grid offers comprehensive analytics that provide clarity on sales team activities and the true state of each representative's forecasted pipeline. Users can access out-of-the-box reports that highlight potential revenue leaks, enabling proactive measures to be taken before issues escalate. Custom Revenue Signals can also be created to refine and enhance the sales process, ensuring that each team member operates at peak efficiency. By utilizing these features, sales teams can execute better, close deals faster, and increase their overall win rates. Overall, Revenue Grid stands out in the revenue intelligence category by combining advanced AI capabilities with seamless integration into existing sales workflows. This unique blend of features not only enhances productivity but also fosters a deeper understanding of the sales process, making it an invaluable asset for organizations aiming to maximize their revenue potential.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 569

**User Satisfaction Scores:**

- **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:** 9.0/10 (Category avg: 8.7/10)
- **Other Outreach Options :** 8.4/10 (Category avg: 8.3/10)


**Seller Details:**

- **Seller:** [Revenue Grid](https://www.g2.com/sellers/revenue-grid)
- **Company Website:** https://revenuegrid.com/
- **Year Founded:** 2006
- **HQ Location:** Atlanta, Georgia
- **Twitter:** @Revenue_Grid_ (1,062 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/revenue-grid/ (133 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Account Executive, Account Manager
  - **Top Industries:** Computer Software, Financial Services
  - **Company Size:** 48% Mid-Market, 41% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (51 reviews)
- Salesforce Integration (45 reviews)
- Integrations (40 reviews)
- Helpful (36 reviews)
- Customer Support (29 reviews)

**Cons:**

- Slow Loading (10 reviews)
- Learning Curve (8 reviews)
- Missing Features (8 reviews)
- Technical Issues (8 reviews)
- Integration Issues (7 reviews)

  ### 21. [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:** 773

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.2/10)
- **Workflow Performance:** 8.6/10 (Category avg: 8.6/10)
- **Workflow Management:** 8.4/10 (Category avg: 8.7/10)
- **Other Outreach Options :** 7.7/10 (Category avg: 8.3/10)


**Seller Details:**

- **Seller:** [Saleshandy](https://www.g2.com/sellers/saleshandy)
- **Year Founded:** 2015
- **HQ Location:** Gujarat
- **Twitter:** @saleshandy (1,705 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/6643262/ (8 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Founder, Owner
  - **Top Industries:** Marketing and Advertising, Information Technology and Services
  - **Company Size:** 88% Small-Business, 8% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (259 reviews)
- Email Tracking (195 reviews)
- Email Marketing (127 reviews)
- Customer Support (117 reviews)
- Helpful (91 reviews)

**Cons:**

- Email Management (115 reviews)
- Missing Features (88 reviews)
- Warmup Issues (54 reviews)
- Expensive (44 reviews)
- Limited Features (42 reviews)

  ### 22. [Reply](https://www.g2.com/products/reply/reviews)
  Reply.io helps sales teams book more meetings and close deals faster with AI-powered, multichannel outreach. It is your all-in-one sales engagement platform that automates outreach, finds leads, and turns them into booked meetings. Reply’s built for sales teams, founders, and agencies who want to grow their pipeline without the manual grind. Just plug in your strategy → Reply handles the rest. Key features: - AI SDR Agent that learns your product, finds ideal prospects, personalizes messages, engages across channels, and books meetings (in multiple languages!). - 1B+ verified B2B contacts built right into the platform, so no need for extra tools. - Multichannel sequences with email, LinkedIn, SMS, WhatsApp, calls, and more. All automated, all in one place. - Email Deliverability Suite includes SPF/DKIM/DMARC checks, inbox warm-up via Mailtoaster.ai, custom tracking domains, and more. - Lead enrichment to fill in gaps and improve targeting. - Findy Chrome extension to quickly grab contacts from LinkedIn and the web. - White-label option for agencies to fully brand and resell Reply. What makes it different? - AI SDR that goes beyond automation: it learns, adapts, and handles the full outreach cycle for you. - Built-in data and enrichment – no more paying for third-party tools. - Fully customizable for agencies with white-label, dashboards, and bulk client setup. Ideal for: - Founders and sales teams looking to scale outbound without hiring more reps. - Agencies managing outreach and lead gen for multiple clients. - RevOps teams that want one platform for the entire outbound workflow. - Anyone who wants AI to handle prospecting, outreach, and meeting booking end-to-end. Trusted by 3,000+ companies and named a Top 50 Sales Product on G2 for 2024. Loved for its powerful automation, top-tier support, and real results!


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 1,493

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10)
- **Workflow Performance:** 8.5/10 (Category avg: 8.6/10)
- **Workflow Management:** 8.5/10 (Category avg: 8.7/10)
- **Other Outreach Options :** 8.2/10 (Category avg: 8.3/10)


**Seller Details:**

- **Seller:** [Reply.io](https://www.g2.com/sellers/reply-io)
- **Year Founded:** 2016
- **HQ Location:** San Jose, US
- **Twitter:** @olegcl (1,942 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/replynow/about/ (84 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** CEO, Founder
  - **Top Industries:** Computer Software, Marketing and Advertising
  - **Company Size:** 80% Small-Business, 17% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (99 reviews)
- Automation (71 reviews)
- Helpful (71 reviews)
- Features (68 reviews)
- Customer Support (67 reviews)

**Cons:**

- Learning Curve (30 reviews)
- Learning Difficulty (24 reviews)
- Missing Features (22 reviews)
- Sequence Issues (21 reviews)
- Limited Customization (20 reviews)

  ### 23. [Kixie PowerCall & SMS](https://www.g2.com/products/kixie-powercall-sms/reviews)
  Kixie is a cutting-edge AI revenue communications platform designed to supercharge your team’s calling and texting capabilities. Kixie leverages AI and automation to streamline outreach, maximize efficiency, and drive real revenue growth — all while keeping the human element in every conversation. Seamless CRM Integration: Kixie integrates natively with all major CRMs; including HubSpot, Pipedrive, Salesforce, HighLevel, Zoho, and many more; with effortless setup in seconds. Its intuitive design and powerful features help revenue teams boost efficiency, close deals faster, and scale communication effortlessly—all from a single platform. Outbound Sales: Connect with More Leads, Faster Kixie empowers Business Development and Outbound Sales teams with tools designed to increase connection rates by up to 400%. With features like: ✔️ AI-Powered Local Presence Dialing to reach prospects with a familiar area code ✔️ Multi-Line PowerDialer with AI Human Voice Detection for smarter calling ✔️ Spam Risk Mitigation to improve answer rates Your team can focus on what matters—closing more deals. Marketing Teams: Convert More Leads, Automatically Speed-to-lead is everything. With automated calling and texting, Kixie ensures your marketing team engages leads instantly and nurtures them at scale. Personalize outreach without losing efficiency—so your team can focus on driving conversions, not manual follow-ups. Inbound Sales & Customer Success: Handle More Calls with Less Effort Managing high inbound call volumes? Kixie makes it easy to stay organized, responsive, and efficient with: 📞 CRM-Based Call Routing to connect customers with the right rep 📩 Group SMS Inboxes & Automated Responses for streamlined communication 📊 Call Queues to keep inbound leads engaged With Kixie, your Inbound Sales & CS teams can triple productivity while maintaining a personal touch. RevOps & Leadership: Optimize, Coach, and Scale Sales leaders get real-time insights to track performance and optimize strategy. With AI-driven Conversation Intelligence, call analytics, and live coaching tools, Kixie gives managers everything they need to build high-performing teams and drive revenue growth. 🚀 Ready to supercharge your team’s outreach? Experience the power of Kixie and try our advanced calling and texting system for free today.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 850

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10)
- **Workflow Performance:** 9.2/10 (Category avg: 8.6/10)
- **Workflow Management:** 9.2/10 (Category avg: 8.7/10)
- **Other Outreach Options :** 9.0/10 (Category avg: 8.3/10)


**Seller Details:**

- **Seller:** [Kixie](https://www.g2.com/sellers/kixie)
- **Company Website:** https://www.kixie.com
- **Year Founded:** 2013
- **HQ Location:** Los Angeles, CA
- **LinkedIn® Page:** https://www.linkedin.com/company/3556757/ (70 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** CEO, Account Executive
  - **Top Industries:** Financial Services, Marketing and Advertising
  - **Company Size:** 83% Small-Business, 16% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (87 reviews)
- Helpful (74 reviews)
- Customer Support (70 reviews)
- Time-saving (52 reviews)
- Automation (43 reviews)

**Cons:**

- Call Issues (29 reviews)
- Dialer Issues (15 reviews)
- Number Issues (15 reviews)
- Missing Features (14 reviews)
- Connection Issues (13 reviews)

  ### 24. [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:** 365

**User Satisfaction Scores:**

- **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: 8.7/10)
- **Other Outreach Options :** 7.9/10 (Category avg: 8.3/10)


**Seller Details:**

- **Seller:** [MailShake](https://www.g2.com/sellers/mailshake)
- **Year Founded:** 2015
- **HQ Location:** Austin, TX
- **Twitter:** @mailshakeapp (4,769 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/mailshake/ (19 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** CEO, Owner
  - **Top Industries:** Marketing and Advertising, Computer Software
  - **Company Size:** 89% Small-Business, 8% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (38 reviews)
- Time-saving (26 reviews)
- Automation (25 reviews)
- Customer Support (24 reviews)
- Easy Setup (23 reviews)

**Cons:**

- Missing Features (8 reviews)
- Integration Issues (6 reviews)
- Limited Integrations (6 reviews)
- Learning Curve (5 reviews)
- Unintuitive Interface (5 reviews)

  ### 25. [Woodpecker.co](https://www.g2.com/products/woodpecker-co-woodpecker-co/reviews)
  Woodpecker makes it easy for B2B businesses to scale through effective cold outreach campaigns. It covers all you need for cold email in one place: → SENDING COLD EMAILS. Woodpecker’s unique sending algorithm and features like Inbox rotation, Adaptive sending and ESP matching help you get extra deliverability (our top customers get 99%). → BUYING DOMAINS AND EMAILS with SPF, DKIM and DMARC pre-configured (Google, Microsoft or custom cold email providers). Saves you time and reduces the risk of errors in your setup. → Free EMAIL WARM-UP builds your sender reputation needed for safely delivering emails to primary inboxes (instead of spam folders). → Free and unlimited CATCH-ALL EMAIL VERIFICATION reduces your email bounces by leaving out email addresses that are expired, fake or misspelled. → Adding LINKEDIN INVITES, MESSAGES OR PROFILE VISITS to email campaigns, so you can multiply your reply rates with more touchpoints. → Finding B2B LEADS FOR COLD OUTREACH in a +1B database. You get 400 free Lead Finder credits monthly. → Managing client campaigns in a DEDICATED AGENCY PANEL. (Separate databases so there are no mix-ups. Bulk campaign actions - start, pause, stop. Fast loading times at high data volume. 99% uptime.) You can add unlimited accounts and unlimited team members for free. Integrations: Use the built-in integrations with HubSpot, Pipedrive, Clay and others. Use API, Webhooks and MCP Server for custom integrations.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 103

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.2/10)
- **Workflow Performance:** 8.8/10 (Category avg: 8.6/10)
- **Workflow Management:** 8.5/10 (Category avg: 8.7/10)
- **Other Outreach Options :** 6.6/10 (Category avg: 8.3/10)


**Seller Details:**

- **Seller:** [Woodpecker.co](https://www.g2.com/sellers/woodpecker-co)
- **Year Founded:** 2015
- **HQ Location:** Wroclaw, Poland
- **Twitter:** @Woodpeckerapp (3,301 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/6387173/ (90 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Founder, CEO
  - **Top Industries:** Marketing and Advertising, Information Technology and Services
  - **Company Size:** 71% Small-Business, 18% Mid-Market


#### Pros & Cons

**Pros:**

- Customer Support (26 reviews)
- Ease of Use (26 reviews)
- Automation (14 reviews)
- Simple (14 reviews)
- User Interface (13 reviews)

**Cons:**

- Missing Features (6 reviews)
- Difficult Navigation (2 reviews)
- Expensive (2 reviews)
- Limited Integrations (2 reviews)
- Poor Customer Support (2 reviews)



## Parent Category

[Sales Acceleration Software](https://www.g2.com/categories/sales-acceleration)



## Related Categories

- [Sales Intelligence Software](https://www.g2.com/categories/sales-intelligence)
- [Email Tracking Software](https://www.g2.com/categories/email-tracking)
- [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant)



---

## Buyer Guide

### 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, and more to centralize communication, automate customer outreach, and streamline sales productivity. They 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. 

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.

### **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)