Mixmax Features
Analytics (3)
Open Rates
Based on 772 Mixmax reviews.
Records the rate at which emails are opened.
Link Activity
This feature was mentioned in 682 Mixmax reviews.
Records the rate at which links in emails are followed.
Attachment Activity
This feature was mentioned in 626 Mixmax reviews.
Records the rate at which email attachments are opened or downloaded.
Customizations (5)
Email Platform Integration
Based on 724 Mixmax reviews.
Syncs information from other software such as contacts, emails and calls to reduce manual data entry.
Email Scheduling
Based on 787 Mixmax reviews.
Allows administrators to schedule out emails in advance.
Notifications
This feature was mentioned in 721 Mixmax reviews.
Reminds administrators to follow-up on emails based on pre-set reminders.
Email Categorization
As reported in 561 Mixmax reviews.
Allows for the categorization of emails.
Templates
Based on 750 Mixmax reviews.
Allows for the creation of templates for frequently-sent emails.
Incentives (3)
Badges
Based on 77 Mixmax reviews and verified by the G2 Product R&D team.
Assigns achievement badges to high-performing employees based on pre-determined standards.
Triggers
Based on 92 Mixmax reviews and verified by the G2 Product R&D team.
Automatically recognizes achievements that should be added to the leaderboard.
Leaderboards
Based on 81 Mixmax reviews and verified by the G2 Product R&D team.
Highlights top-performing employees to publicly reward their achievements.
Personalization (3)
Custom Reports
Based on 104 Mixmax reviews and verified by the G2 Product R&D team.
Generates reports with customizable fields to further understand employee performance.
Dashboards
Based on 121 Mixmax reviews and verified by the G2 Product R&D team.
Visualizes individual and team insights such as new leads and outbound calls.
Goal Setting
53 reviewers of Mixmax have provided feedback on this feature.
Allows teams to set trackable goals within the tool.
Administrative (2)
Integration
Based on 124 Mixmax reviews and verified by the G2 Product R&D team.
Integrates with CRM and financial systems to help determine goals
Employee Structure
Based on 94 Mixmax reviews and verified by the G2 Product R&D team.
Organizes team members by roles, activities and objectives and weighs tasks by importance.
Lead Facilitation (4)
Customer-facing Chatbot
Offers a chatbot to initiate and carryout inital conversations with prospects and leads.
Lead Qualification
Automatically calculates which leads are the most likely to become a customer.
Lead Follow-up
Automatically contacts all leads.
Meeting Scheduling
Utilizes natural language processing to set up meetings.
Organization (3)
Opportunity and Pipeline Management
Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.
Data Entry
Automates the entry of collected data.
Integrations / APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
Performance Analysis (2)
Coaching
Provides real-time coaching to sales representatives.
Peformance Tracking
Tracks and analyzes sales representative performance.
Sales Analysis (2)
ROI Forecasting
Measure return on investment and leverage data to predict profitability of future projects.
Sales Forecasting
Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.
Integrated Workflows (6)
Task Management
Based on 296 Mixmax reviews and verified by the G2 Product R&D team.
Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete.
Email Tracking/Automation
Based on 441 Mixmax reviews and verified by the G2 Product R&D team.
Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence.
Calls and Voice
Based on 181 Mixmax reviews.
Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls.
Other Outreach Options
Based on 237 Mixmax reviews and verified by the G2 Product R&D team.
Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more.
CRM Integration
Based on 312 Mixmax reviews and verified by the G2 Product R&D team.
Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach.
Calendar
As reported in 253 Mixmax reviews.
Integrates with calendar software so users can seamlessly schedule calls.
Repeatability and Reportability (5)
Content Management
Based on 292 Mixmax reviews and verified by the G2 Product R&D team.
Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc.
Workflow Management
Based on 296 Mixmax reviews and verified by the G2 Product R&D team.
Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems.
Workflow Performance
Based on 286 Mixmax reviews and verified by the G2 Product R&D team.
Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members.
Sales Coaching and Insights
Based on 223 Mixmax reviews and verified by the G2 Product R&D team.
Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints.
Gamification
This feature was mentioned in 100 Mixmax reviews.
Provides gamifaction features to rank sales reps on performance
AI and Automation (3)
Lead Scoring
As reported in 102 Mixmax reviews.
Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage
Best Time of Day Scheduling
226 reviewers of Mixmax have provided feedback on this feature.
Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations
Machine Learning
98 reviewers of Mixmax have provided feedback on this feature.
Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior.
Integrations (5)
MS Teams Integration
This feature was mentioned in 97 Mixmax reviews.
This software integrates with Microsoft Teams.
Email Integration
Based on 198 Mixmax reviews.
This software integrates with popular email providers.
Zoom Integration
Based on 140 Mixmax reviews.
This software integrates with Zoom.
Google Meet Integration
As reported in 140 Mixmax reviews.
This software integrates with Google Meet.
Salesforce Integration
This feature was mentioned in 121 Mixmax reviews.
This software integrates with Salesforce.
Branding & Customizatio (3)
Custom Booking Page
As reported in 149 Mixmax reviews.
Provide the ability to create a custom booking page.
Personalized Links
148 reviewers of Mixmax have provided feedback on this feature.
Provide the ability to create custom scheduling URLs.
Personalized Web Embed
116 reviewers of Mixmax have provided feedback on this feature.
Provide the ability to create a personalized web embed.
Automatic Rules & Configurations (3)
Set Working Hours
As reported in 161 Mixmax reviews.
Allow users to set automatic working hours.
Automatic Updates
Based on 145 Mixmax reviews.
Automatically update calendars after a meeting has been booked.
Buffer Times
As reported in 140 Mixmax reviews.
Provide the ability to incorporate buffer times, leaving time before and after meetings.
Generative AI (4)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Based on 155 Mixmax reviews.
Allows users to generate text based on a text prompt.
AI Text Generation
Based on 81 Mixmax reviews.
Allows users to generate text based on a text prompt.
Agentic AI - Google Workspace for Sales (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Sales Performance Management (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Email Tracking (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Sales Engagement (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - AI Sales Assistant (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Business Scheduling (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes





