# Playbook AI Reviews **Vendor:** Playbook AI **Category:** [Sales Engagement Software](https://www.g2.com/categories/sales-engagement) **Average Rating:** 4.8/5.0 **Total Reviews:** 24 ## About Playbook AI Playbook AI's Sales Engagement Platform enables revenue teams to automate omni-channel sales and marketing playbooks that increase BDR productivity, accelerate the velocity of the leads across the sales funnel as well as boost win-rate. ## Playbook AI Reviews ### 1. Value for Money Sales Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** June 04, 2024 **What do you like best about Playbook AI?** The Activityboard is a top-notch feature that helps perform all type of activities like Email, Call, Linkedin ,SMS from a single window. Email Enrichment, validation, and warming let you not switch to another platform for other needs. Amazing customer support and practically no learning curve makes it easier to launch your campaign inside a single day. **What do you dislike about Playbook AI?** Nothing as such but an option to have the sales forecasting would be a boon to this already great application. **What problems is Playbook AI solving and how is that benefiting you?** Playbook AI is helping to track follow-ups, and with brilliant reporting, one can analyze the best performing stakeholders. The Indian Calling feature is also very useful along with Linkedin activities. ### 2. Easy to use and Great Customer Service **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2024 **What do you like best about Playbook AI?** Playbook AI is an easy to use tool which helps with mass emailing and follow ups. It saves the team's time and reduces the manual effort of remebering when to follow-up with whom. I use it on a daily basis. It has a great customer support team which is very prompt in responding to queries and concerns. **What do you dislike about Playbook AI?** Playbook AI is a little difficult to implement initially, but after that initial hiccup, it is a good, easy to use tool. **What problems is Playbook AI solving and how is that benefiting you?** Playbook AI is helping me solve for mass cold outreach that we have to do on a daily basis. It helps keep track of follow-up, open rates and click rates of emails that have been sent out, informing our next steps. ### 3. Powerful Analytics for Sales **Rating:** 5.0/5.0 stars **Reviewed by:** Subhro P. | Business Development Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** June 05, 2024 **What do you like best about Playbook AI?** Predictive Analytics, Activity Board Task Execution, Lead Managment **What do you dislike about Playbook AI?** Whatever queries I had initially was answered by the CS team. **What problems is Playbook AI solving and how is that benefiting you?** To efficiently follow-up with the prospects timely based on their engagement and also the Account Scoring Mechanism. ### 4. Great email engagement tool **Rating:** 5.0/5.0 stars **Reviewed by:** Surajit P. | Software Engineer, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** June 05, 2024 **What do you like best about Playbook AI?** Channel analytics, play creation, custom task generation **What do you dislike about Playbook AI?** Havn't found anything yet. Need to explore more. **What problems is Playbook AI solving and how is that benefiting you?** Cummunicating with the prospects and getting their detailed analytics - open rate, deliveribility. ### 5. A great tool for Lead Management and Automate Activities **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2024 **What do you like best about Playbook AI?** The best of the platform is the campaign creator where you can create the workflow with different channels like Email, Call, LinkedIn etc. Also the UI is easy to understand and the application has no learning curve with grta customer support. **What do you dislike about Playbook AI?** I did not find any cons on the platform as it fulfilled my needs completely **What problems is Playbook AI solving and how is that benefiting you?** It helped me carry out my survey campaign effectively via automation of emails and Linkedin Tasks. The Dialer feature is also very effective. ### 6. The tool is user-friendly & effective **Rating:** 4.5/5.0 stars **Reviewed by:** Deepak B. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 07, 2024 **What do you like best about Playbook AI?** Customer service is available when required & it is very helpful. **What do you dislike about Playbook AI?** The Plays are a bit complicated in setting up & running as one needs to put in some conditions & factors. **What problems is Playbook AI solving and how is that benefiting you?** It has facilitated multiple stages and multiple levels of reaching out to customers. ### 7. Wonderful product for the sales team **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** June 06, 2024 **What do you like best about Playbook AI?** Task execution process. Predictive analytics. Email engagement. **What do you dislike about Playbook AI?** Whatever concerns I had was catered by the customer success team effeciently and promptly. **What problems is Playbook AI solving and how is that benefiting you?** Playbook AI has helped me to connect with the customer timely and effortlessly through multiple channels. ### 8. A Sales Team's Delight! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** June 06, 2024 **What do you like best about Playbook AI?** Account Scoring Mechanism, Day/hour Reporting. **What do you dislike about Playbook AI?** I think there's should be a way to connect with prospects on Whatsapp as well. **What problems is Playbook AI solving and how is that benefiting you?** To discover best fit accounts for your sales initiatives. ### 9. The tool is very easy to use, and has saved us a lot of time and effort! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Small-Business (50 or fewer emp.) **Reviewed Date:** March 08, 2024 **What do you like best about Playbook AI?** The ability to create plays of as much duration and nodes as we want to, seamlessly! It really automates and simplifies the B2B sales process immensely. **What do you dislike about Playbook AI?** The analytics section can be made a little more informative. **What problems is Playbook AI solving and how is that benefiting you?** It has really helped us automate our cold email campaigns and, hence, saved us a lot of time and efforts. ### 10. Playbook AI: A wholesome experience **Rating:** 5.0/5.0 stars **Reviewed by:** Dharini B. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 23, 2023 **What do you like best about Playbook AI?** IT's interface is very good and easy to use. The overall user journey is very seamless and the deliverability of the mails are also really good. Also, the support team is beyond amazing. **What do you dislike about Playbook AI?** I haven't come across anything that I dislike as of now. **What problems is Playbook AI solving and how is that benefiting you?** - Automation of nurture emails - Scheduling and automatically adding leads to the plays has considerably reduced to the manual work - Better analytics and can keep a track of all the mails under one platform. ### 11. Fantastic !!! **Rating:** 5.0/5.0 stars **Reviewed by:** Pooja S. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 28, 2023 **What do you like best about Playbook AI?** The Landing page is amazing, easy to understand , best Automation and play created options, with time and great Features!! Great work!! **What do you dislike about Playbook AI?** Nothing as you have videos that guide you well and also the team to help you 24x7!! **What problems is Playbook AI solving and how is that benefiting you?** Automated task Fearures help to do task faster. Easy to upload Duplicacy avoided Time can be checked of email seen and message sent! Taging the important leads ### 12. Awesome.. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 07, 2023 **What do you like best about Playbook AI?** Its analytical capability....To manage the Task according to prefrence wise. **What do you dislike about Playbook AI?** Nothing as of now...... Good so far..... **What problems is Playbook AI solving and how is that benefiting you?** To manage tha task according to sequences or the prefrence of calls, Email or Linkedinn ### 13. Must have for lead generation! **Rating:** 5.0/5.0 stars **Reviewed by:** Mamcy S. | Senior Sales Manager- Enterprise, Mid-Market (51-1000 emp.) **Reviewed Date:** June 13, 2022 **What do you like best about Playbook AI?** Great tool, helps to be disciplined and be aggressive. The cadences are configurable, and works with much ease, the calling feature is seamless. This keeps me on track and I am on top of my accounts. A must have tool for lead generators. **What do you dislike about Playbook AI?** 1. A reminder can help to enhance my day to day activity 2. Call logs, disconnect vs didn't answer these scenarios can be worked upon **Recommendations to others considering Playbook AI:** Well automated platform for generating leads. Helps the bdr, sales to be discplined **What problems is Playbook AI solving and how is that benefiting you?** Objective 1- Generate leads Objective 2-Staying connecting with my prospects Objective 3- Discipline, that's the key to success ### 14. Adaptive and User Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Srividya p. | lead- Field Marketing, Mid-Market (51-1000 emp.) **Reviewed Date:** June 09, 2022 **What do you like best about Playbook AI?** The product is always evolving for the better, and any room for improvement is always appreciated and implemented in speed even if the use case was for a few requirements. But the customer support is the best reason to stay back with the product. **What do you dislike about Playbook AI?** Nothing much to dislike, I have been using playbook for more than a year and not going to switch to competitor even if the pricing is competitive **What problems is Playbook AI solving and how is that benefiting you?** All the sales calls, emails, LinkedIn msgs, activity tracker, sales force integration, and inside team member visibility have streamlined our sales process ### 15. Playbook AI **Rating:** 5.0/5.0 stars **Reviewed by:** Aman K. | S, Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2022 **What do you like best about Playbook AI?** Playbook AI is the best tool for Sales. It automates emails, LinkedIn and calls. To get all these features on the same platform is a blessing. we are using Playbook AI in our team for more than 3 months and our experience is very good the supportive get from the playbook team is Awesome! **What do you dislike about Playbook AI?** Not much as it meets all of our requirement **What problems is Playbook AI solving and how is that benefiting you?** Automate LinkedIn connections and messages, Email followups, and Call automation ### 16. Best Campaign Tool for Outbound Lead Generation **Rating:** 4.0/5.0 stars **Reviewed by:** Christina A. | INSIDE SALES MANAGER, Mid-Market (51-1000 emp.) **Reviewed Date:** May 13, 2022 **What do you like best about Playbook AI?** The campaign is so designed that it targets new accounts and nurtures them in such a way that those leads start enquiring about our product. A good software tool to be used by marketing and sales professionals. **What do you dislike about Playbook AI?** The read receipts status for the emails sent through playbook can be added as a feature so we get to see who has read the emails. **What problems is Playbook AI solving and how is that benefiting you?** Nurturing leads and getting new leads ### 17. A Must Have Tool for Sales Hustlers **Rating:** 5.0/5.0 stars **Reviewed by:** Amandeep S. | Regional Sales Manager - Enterprise Sales , Mid-Market (51-1000 emp.) **Reviewed Date:** May 11, 2022 **What do you like best about Playbook AI?** The way tool helps you go about your target accounts in the most structured way. The way tool integrates with Linkedin and helps you seamlessly make calls **What do you dislike about Playbook AI?** Nothing, Playbook is an excellent tool. The tool is an overall package which covers all the facets from sales rep perspective **What problems is Playbook AI solving and how is that benefiting you?** Ensuring that you a systematic approach for your target accounts and defining cadences based on the persona to have effective communication in place which results into higher top of the funnel input ### 18. Innovative product, coupled with top notch customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Sameer M. | VP, Head of Sales - India and SE Asia, Mid-Market (51-1000 emp.) **Reviewed Date:** June 04, 2022 **What do you like best about Playbook AI?** *Flexibility to address the unique requirements of business and proactive customer service **What do you dislike about Playbook AI?** Nothing. Innovation is the differentitor in the world of mushrooming competitors. I am sure the Playbook team will always be ahead of the curve. **What problems is Playbook AI solving and how is that benefiting you?** Used the tool for my Sales as well as well as the BDR team at Happay. The biggest problems it solved were sales discipline, consistent reach and prospect insights. ### 19. All the Inside Sales need this tool **Rating:** 4.5/5.0 stars **Reviewed by:** Lidya I. | B, Mid-Market (51-1000 emp.) **Reviewed Date:** May 12, 2022 **What do you like best about Playbook AI?** One tool for Inside sales to run your daily activities. A simple way to set your plan, and an easy way to run the call. No need to double update as it will automatically integrate to other tools you have like Salesforce, etc **What do you dislike about Playbook AI?** Need stable connection to access, especially for call **What problems is Playbook AI solving and how is that benefiting you?** The customer support is extraordinary, they will fast response to all the problems that you raised ### 20. very caller friendly app. **Rating:** 5.0/5.0 stars **Reviewed by:** Ankit B. | Business Development Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2022 **What do you like best about Playbook AI?** All details showing in the right places. Fast API **What do you dislike about Playbook AI?** I have not come across any problems yet. **What problems is Playbook AI solving and how is that benefiting you?** call data management ### 21. Awesome Product & Great Customer Support! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 17, 2022 **What do you like best about Playbook AI?** The product is quite helpful in running sales cadence for the Sales and SDRs teams. There are a lot of customizations that the product can handle. Their support team is always ready to help you out with any of your problems related to the platform. **What do you dislike about Playbook AI?** Nothing so far, the platform meets our expectations. **What problems is Playbook AI solving and how is that benefiting you?** The platform has really helped to set up the customized sales cadence for the team. The task flows really help to keep track of the reach-out activities. The CRM integrations pushes the tasks into the CRM dashboard where the users can complete the same. ### 22. Kavyasri BM - Review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 30, 2022 **What do you like best about Playbook AI?** The calling function and the followup the facility to go for the reminders **What do you dislike about Playbook AI?** When called from playbook but customer didn't attend and calls back, Call is received in phone. Hope there should the option to transfer to playbook app so that calls could be tracked **What problems is Playbook AI solving and how is that benefiting you?** One stop to call the customers and even not assigning to the play, can be used for the followup ### 23. Good tool but requires cusmotisation for enterprise sales **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Mid-Market (51-1000 emp.) **Reviewed Date:** May 11, 2022 **What do you like best about Playbook AI?** Follow ups are easy, could store all contacts, **What do you dislike about Playbook AI?** Plays were standardized, not user friendly **What problems is Playbook AI solving and how is that benefiting you?** Create follow up story boards ### 24. All in One Outreach Tool for Account Based Marketing **Rating:** 5.0/5.0 stars **Reviewed by:** Radhakrishnan K. | Founder, Director, Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2020 **What do you like best about Playbook AI?** The ability to create automated workflows. **What do you dislike about Playbook AI?** The AI could be a little more polished, but it's simple enough to get the job done. **Recommendations to others considering Playbook AI:** Make sure to complete all the steps in the onboarding, and upgrade to LinkedIn Sales Navigator for the best results. You should hire and train SDRs with the in-built help section, preferably video instructions to customize it for your process. **What problems is Playbook AI solving and how is that benefiting you?** It helps SDRs and Sales Reps to focus on outreach and build relationships with prospects. ## Playbook AI Discussions - [What is Playbook AI used for?](https://www.g2.com/discussions/what-is-playbook-ai-used-for) - 1 comment - [View Playbook AI pricing details and edition comparison](https://www.g2.com/products/playbook-ai/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-04+07%3A53%3A45+-0500&secure%5Bsession_id%5D=0490e4f1-3237-4a26-a17d-6dcaf06f0cbe&secure%5Btoken%5D=ac667fd997aded01408a3bf73c0edfd96d0869ed687d638c2ecc0ceeb17c0f93&format=llm_user) ## Playbook AI Features **Integrated Workflows** - Task Management - Email Tracking/Automation - Calls and Voice - Other Outreach Options - CRM Integration - Calendar - Shared Records **Repeatability and Reportability** - Content Management - Workflow Management - Workflow Performance - Sales Coaching and Insights - Gamification **AI and Automation** - Lead Prioritization - Lead Scoring - Best Time of Day Scheduling - Buyer Intelligence - Machine Learning **Generative AI** - AI Text Generation **Agentic AI - Sales Engagement** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Playbook AI Alternatives - [Outreach](https://www.g2.com/products/outreach/reviews) - 4.3/5.0 (3,496 reviews) - [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) - 4.6/5.0 (817 reviews) - [Apollo.io](https://www.g2.com/products/apollo-io/reviews) - 4.7/5.0 (9,331 reviews)