Sales teams today are buried in admin work, switching between tools, and struggling to keep up with prospects across multiple channels.
A sales engagement platform is built exactly to address these challenges. It centralizes all your sales activities, automates repetitive tasks, and helps your team stay organized while managing prospects across multiple channels.
This guide breaks down what a sales engagement platform is, why it matters, and a list of tools to help you make the right choice.
What is a Sales Engagement Platform?
A sales engagement platform is a tool that simplifies the interactions between you and your prospects. It automates the task of running and tracking multi-step campaigns across multiple channels. It even automates CRM data entry, giving sales reps more time to focus on selling.
Why is Sales Engagement Critical for B2B Sales Teams?
B2B sales teams lose too much time on tasks that don’t drive revenue. The right engagement tools cut the clutter, speed things up, and help reps focus on what actually moves the needle.
Sales Reps Spend 65% of Their Time on Non-Selling Activities
A shockingly large amount of your sales reps’ day goes wasted on tasks that do not contribute to closing sales. Administrative tasks like updating the CRM are very time-consuming.
If you wish to get the best results out of your sales team, you should ensure that they are able to do what they do best. And that’s selling. Sales engagement tools help you automate monotonous tasks so that your sales reps have more time to concentrate on closing deals and building relationships.
Higher Response Rates
New platforms and trends are emerging all the time. Hence, the sales journey is evolving at a rapid pace. So, if you wish to delight your audience, you should make sure you are creating experiences that accommodate them.
Sales Engagement platforms allow you to engage with your prospects on a range of platforms, from phone calls and emails to direct mail and text.
A sales engagement tool also makes it easier to instantly update lead intelligence. You can get the latest information on any prospect, including where they are from and which channels they prefer to use to increase your response rate.
Shorter Sales Cycles
In B2B sales, timing is everything. A delayed follow-up or a missed check-in can be the difference between a closed deal and a lost opportunity. Sales Engagement tools help make sure that nothing falls through the cracks with automated follow-ups and task reminders.
Your team stays on schedule and prospects get timely responses, so that deals move forward without unnecessary delays.
Better Rep Productivity
Manual outreach limits the amount of leads your sales team can realistically handle in a day.
Sales engagement tools use automation so that your reps can reach more prospects in less time, without compromising the quality of their outreach. By automating routine tasks like follow-ups, email sequencing, and scheduling, sales reps can engage up to three times more leads.
That means more conversations, more pipeline, and ultimately, more closed business. Sales engagement tools also free up your team’s time to focus on what they do best, which is building relationships and moving deals forward.
Key Features to Look for in a Sales Engagement Tool
Not all tools are built the same. Here’s what to look for if you want a sales engagement tool that actually helps your reps sell more, not just stay busy.
- Multi-Channel Outreach: Your sales team should be able to connect with leads across multiple channels, including email, LinkedIn, phone, chat, and more, without leaving the platform.
- CRM & Workflow Automation: It should connect smoothly with your existing CRM system (like Salesforce or HubSpot) and keep all data in sync, with no duplicate entries or missed data.
- Personalized Cadences & Sequences: The tool should help you customize messages for your audience (even if they are automated), segment audiences, and remember important details like pain points or goals.
- AI-Powered Recommendations: A good sales engagement tool should offer intelligent suggestions to help reps decide what to do next, whether it’s following up with a prospect, adjusting a message, or prioritizing leads based on engagement.
- Sales Analytics & Reporting: The platform will give you clear and easy-to-read data on your sales activities, follow-up timing, and what’s actually working.
10 Best Sales Engagement Platforms (Comparative Breakdown)
These 10 sales engagement platforms each bring something different to the table. Let’s break down what makes each one stand out so you can pick the right fit for your team.
1. Salesgear.io – AI-Powered Multi-Channel Sales Engagement
Salesgear is a multi-channel sales engagement tool that helps SDRs engage prospects through email, LinkedIn, and phone calls.
It helps you connect with the right decision-makers where they are most active so that your outreach aligns with their preferences.
It supports A/B testing for emails to optimize outreach strategies. With features for lead prioritization based on engagement metrics, Salesgear helps your sales teams to focus on high-potential prospects.
Features
- Users can create and manage outreach sequences across email, phone, and LinkedIn.
- Integrates with various CRM systems to track customer interactions and manage leads.
- Engagement tracking tools monitor interactions across channels and provide data for follow-up activities.
Pricing
- Free: $0 per user per month
- Basic: $49 per user per month
- Pro: $99 per user per month
- Enterprise: Custom
Best For: Outbound sales, SDR teams, and high-velocity sales workflows
Testimonials
“Intuitive to use. Great and complete feature set. Incredible customer service. Salesgear is always growing adding new, usefull features all the time. You can automate email outreach, calls and record all actions taken in a report section. Even if you won’t use their dialer you can manually record calls for the reporting. It synce very well with Hubspot and Pipedrive. Email set-up and warm up is easy and delivery rate is great. Triggers make it easy to set up complex sales cadences.”
Boris B.
Digital Marketing Consultant
2. MeetRecord – AI First Revenue Intelligence Platform
MeetRecord is an AI-first revenue intelligence platform that captures sales conversations, automates CRM updates, and gives sales leaders a real-time view of deal health, rep performance, and pipeline accuracy. Built for modern B2B sales teams, MeetRecord turns every customer interaction into data you can actually use.
It also improves CRM data hygiene by automatically logging key deal details, next steps, and buyer signals directly from your calls.
You can also coach your reps using AI-powered sales roleplays with voice cloning. Reps can practice on real scenarios from their actual sales pipeline to face simulated buyers that sound and behave like the real ones.
Features
- Automatically record and transcribe every sales call.
- MeetRecord pulls data from conversations and auto-fills CRM fields based on frameworks like MEDDIC or BANT.
- Track buyer engagement, identify risks early, and detect red flags like pricing concerns or competitor mentions using AI-powered call analysis.
- Get real-time visibility into each buyer’s behavior, communication style, and intent. Understand what makes them tick and adjust your strategy
- Simulate live sales scenarios using AI-generated voice cloning.
Pricing: MeetRecord provides custom pricing after discussing your requirements. Book a call with their team to discuss pricing.
Best For: Revenue teams and coaching-led sales orgs that want to improve rep performance through real sales conversations and deal-level insights.
Testimonials
“It stands out for the AI driven conversation insights, CRM integrations and automatic transcript generation. The Deal Pulse is one of the game-changer features that provides real-time deal intelligence that helps sales teams track opportunities effectively. It has keyword-tracking that helps to identify key moments from calls, boosting decision-making.”
3. Outreach – AI-Driven Sales Execution Platform
You can use Outreach to source and verify contact details for your prospects. It will show you different decision-makers at an organization, so you can identify the best point of contact and plan your outreach.
After you have built your prospect list, you can reach out to them via Outreach itself.
A built-in email campaign creator lets you use email templates from a template database in your campaigns, and you can automatically follow up with those who don’t reply.
Your outreach efforts are also tracked in a built-in CRM.
Since there is a wide range of features in the platform, it does take some time to onboard your team fully. But it’s still a great sales engagement tool if you need all of its features.
Features
- Source your prospect list inside the tool
- Automate your outreach.
- Use proven email templates that other teams are getting results with
- Send sales leads directly into the built-in CRM to keep track of your sales pipeline
Pricing: Outreach provides custom per-user pricing. Schedule a demo with their team to discuss pricing details. According to Woodpecker, Outreach’s pricing starts at $100 per user per month.
Best For: Enterprise sales teams that rely on structured workflows, pipeline execution, and AI-supported task prioritization at scale.
Testimonials
“It stands out for the AI driven conversation insights, CRM integrations and automatic transcript generation. The Deal Pulse is one of the game-changer features that provides real-time deal intelligence that helps sales teams track opportunities effectively. It has keyword-tracking that helps to identify key moments from calls, boosting decision-making.”
4. Salesloft – Comprehensive Sales Engagement & Coaching
Salesloft is a tool for revenue teams to engage sales leads throughout the complete selling process and customer journey. It’s primarily for enterprise-level organizations running account-based and cross-channel marketing campaigns.
It includes various outreach tools, including a sales dialer, a cold email tool, and a LinkedIn Sales Navigator integration.
Every interaction you make will be automatically logged in your CRM so that you always have access to important prospect data. There is also an AI sales intelligence feature that automatically listens to your sales calls and provides feedback on your performance.
The main downside to Salesloft is that it’s too complex to use. It’s best for large enterprise teams and will require you to shift most of your entire workflow onto the platform.
Features
- Analytics help you understand where every lead is in your sales cycle
- Automatically schedule cold emails. It even reminds your team to make important sales calls.
- Includes post-sale tools to identify when customers are at risk of churning so that you can re-engage them
Pricing: According to Woodpecker, Salesloft’s pricing starts at $1,000 per user per year.
Best For: Mid-market to enterprise sales orgs combining engagement, coaching, and performance analytics in one integrated platform.
Salesloft makes outreach timely, user friendly, personalized and collaborative. I’ve used Salesloft for three years as a BDR and I can confidently say it is a must have tool to drive business. Salesloft seemlessly integrates with Salesforce, provides personalized short cuts to make persoanlized outreach simplisitic, and the completely customizable cadences allow for sharing across all users.
MaryEllen B.
Business Development Associate
5. HubSpot Sales Hub – All-in-One CRM + Sales Engagement
HubSpot Sales Hub includes various features to help you improve your sales workflows.
It provides tools to help you with outreach, marketing automation, performance tracking, and sales conversation intelligence. You can import your sales leads, send emails to them, and track engagement within the built-in CRM.
The HubSpot Sales Hub also includes task management features like those of Asana and Airtable. This way, you and your team will always know what stage of the process a lead is in and what needs to be done next to keep them moving down the pipeline.
You can start using HubSpot Sales Hub for free. However, it requires you to commit to using the HubSpot ecosystem, which gets expensive as your business grows and requirements change.
Features
- Send email campaigns, with follow-ups, to your sales leads directly from the HubSpot CRM
- Track email click-through rates, open rates, and engagement with attachments
- Save your best-performing email templates to reuse for future campaigns
Pricing: Includes a free plan with limited features, and paid plans start at $15 per user per month
Best For: SMBs and inbound sales teams already using HubSpot CRM and looking for integrated engagement tools without added complexity.
What I like best about HubSpot Sales Hub is that the automation features, like sequences and workflows, save a ton of time without manual effort. The email tracking and notifications are very helpful. We get to know the status of the email i.e., when the client opened the email. The dashboards are easily customisable and give great visibility into the pipeline, so it’s easy to track deals and forecast sales. The interface is also clean and intuitive, which makes it easy to use even if you’re not super tech-savvy.
Preticia E.
Operations Team Lead
6. Apollo.io – Data-Driven Sales Engagement & Prospecting
Apollo.io is a sales intelligence platform that helps to identify, reach out to, and convert leads into customers. Apollo’s Engagement tools help expand your business’s presence using outbound sales strategies.
You can use it for lead generation and reach out to your customers. It has a collection of more than 30 million businesses and 220 million contacts in its B2B records to provide you with recent details.
Features
- Provides outbound engagement channels to reach out to customers across different communication channels.
- Apollo’s AI uses its database to create customized emails.
- You can automate repetitive tasks of your sales funnel with Apollo’s Plays.
Pricing
- Free: $0 per user per month
- Basic: $59 per user per month
- Professional: $99 per user per month
- Organization: $149 per user per month
Best For: Outbound sales teams that need both a prospecting database and an engagement platform under one roof.
The data is good and Apollo has a wide range of filters to help you find good companies and contacts to reach out to. The sequence function made approaching new prospects easier and provided a good structure for outreach. The training is really useful and delivered well, James who delivers the live training is particularly helpful and made getting started a lot easier. It’s integrated well with our crm and other systems and I find myself using it daily.
Ross O.
Sales Consultant
7. Pipedrive – CRM with Built-in Sales Engagement
Pipedrive is a sales CRM platform. It also has built-in sales engagement tools to help teams manage leads, automate workflows, and track communication. It’s designed for sales professionals who want to keep deals moving through the pipeline while also staying organized.
Features
- A centralized hub for storing contact information, managing sales pipelines, and tracking communication.
- Includes automation features to assign tasks, schedule follow-ups, and move deals between stages.
- Users can send and track emails within the tool, including open and click tracking.
Provides reports on sales performance, activities, and conversion rates.
Pricing
- Essential: $14 per user per month
- Advanced: $24 per user per month
- Professional: $49 per user per month
- Power: $59 per user per month
- Enterprise: $79 per user per month
Best For: Growing sales teams that want a simple CRM with visual pipelines and built-in automation to manage deals and follow-ups.
Our small service-based business loves Pipedrive. It has everything we need to track leads. It helps visualize our pipeline and project revenue. Its an amazing reminder of when we need to go out and prospect, if we can see there aren’t enough deals in motion. It is easy to use, and only took a couple of hours to set up and implement into our business. We refer back to it almost daily.
Tosin O.
Founding Principal
8. Klenty – Sales Engagement for SMBs
Klenty helps sales teams build and execute personalized sales sequences around their prospects’ buying intent to book more meetings.
Klenty helps teams stay consistent with their outreach by automating follow-ups.
The best part about Klenty is that it identifies your prospects’ buying intent by automatically highlighting your most engaged prospects, so that you can focus your attention on them. You can keep nurturing the rest of the prospects in the background until they are ready.
Features
- Your emails will be delivered during their active hours when your prospect is most likely to see them.
- Reach out to prospects using multiple channels such as emails, calls, LinkedIn, and WhatsApp
- Integrates with popular CRMs such as Salesforce, Pipedrive, Zoho, and HubSpot.
Pricing
- Startup: $50 per month
- Growth: $70 per user per month
- Plus: $99 per user per month
Best For: SMB sales teams looking for a budget-friendly tool to automate cold outreach across email, calls, and LinkedIn.
The cadence is featured is well rounded and take into the needs of sales team : easy to set-up, flexible, efficient integration with CRM’s. Been using Klenty for 2 teams since 2018 : the product is constantly evolving. Great support team as well: quick to reply.
Alexandre I.
Head of Sales
9. Mixmax – Sales Engagement Inside Gmail
Mixmax is a sales engagement tool built for Gmail and G Suite users. The highlight feature of Mixmax is that you can embed interactive widgets within emails. This feature improves mid-funnel conversions in your sales pipeline.
You can also embed a calendar widget, a survey widget, badges, and buttons in your emails. It also includes integration with services like Salesforce, Pipedrive, and Slack, as well as a built-in Dialer.
Features
- Use AI to build personalized multichannel campaigns
- Access a library of templates and sequences from sales experts and personalize with the help of AI
- Ensure your email always lands in your recipient’s inbox when they are most likely to reply using AI Smart Send.
Pricing
- Free: $0 per user per month
- SMB: $29 per user per month
- Growth: $49 per user per month
- Custom plan for teams: Custom
Best For: Startups and SMBs using Gmail who want to add sequencing, tracking, and productivity features directly into their inbox.
The Follow-up Messaging Sequence feature is top-notch. I also appreciate the option to opt out recipients who are duplicates or active in another sequence. It is synced with my business Gmail and is very easy to use.
Armie G.
Product Manager
10. Reply.io – Multichannel Automation & AI-Assisted Outreach
Reply is a sales engagement platform for all kinds of inbound or outbound engagement via phone and email. Reply is great for Account-Based Sales, Outbound and Inbound Sales, PR & Link Building workflows, and HR & Recruiting throughout your company. It does not have a full-fledged CRM but provides the ability to run prospecting and discover contacts in order to fill up your outbound sales pipeline.
Features
- Accelerate outbound sales with warm and personal emails
- Automate communication with inbound leads with a personal touch
- Set up automated email sequences and reach out to key decision-makers from your target accounts
- Сollaborate with your team on the company and prospect levels for better outreach
Pricing
- Email Blast: $49 per user per month for 1000 active contacts/month
- Multichannel: $89 per user per month
- Hire Jason AI SDR: $300 per month
Best For: SDR teams focused on outbound who want multichannel outreach with AI-assisted personalization and LinkedIn automation.
I love that Reply includes all outbound methods, not just email. We use Reply for outbound emails but also phone calls, SMS, and LinkedIn. Way better than trying to stack a bunch of different technologies and running a Zapier between them. With Reply, it all just works and the best part is that your tasks are all in one place.
Andy S.
Founder & CEO
How to Choose the Right Sales Engagement Tool?
Choosing the right sales engagement platform depends on how your team sells, who you’re selling to, and what your goals are. The right tool should complement your strategy, not force you to change it.
- What’s Your Sales Model?: Are you running an outbound-heavy prospecting, responding to inbound leads, or managing a mix of both? Some tools are better suited for high-volume outbound prospecting, while others work well in lead-nurturing environments. Make sure the platform you choose aligns with your current workflow.
- CRM Integration & Automation Needs: Your SEP should work hand-in-hand with your CRM, and not create more manual work. Look for a tool that integrates smoothly with your CRM systems like Salesforce or HubSpot, and one that can automate data entry, sync contact records, and trigger follow-ups without you lifting a finger.
- Scalability & AI Capabilities: As your team grows, your sales engagement platform should keep up. Look for a tool with features like AI-driven lead scoring, automated prioritization, and recommendations that help your reps focus on the high-impact activities. A scalable tool will adapt to your team’s size and complexity without slowing anyone down.
- Ease of Use & Rep Adoption: Even the most advanced platform won’t help if no one wants to use it. Choose a tool that’s user-friendly, easy to onboard, and doesn’t require your reps to jump through hoops to get things done. Adoption improves when the tool fits naturally into the rep’s daily flow.
Challenges in Sales Engagement & How to Overcome Them
Sales engagement isn’t always smooth. Many teams face common issues that hold back performance and waste time.
- Low Email Response Rates?: One of the biggest hurdles is getting prospects to reply to emails. When outreach sounds generic or robotic, people simply ignore it. Without personalized messaging that speaks to their specific needs or pain points, your emails become just noise. This kills momentum before you even get a chance to start a conversation.
- Reps Not Logging Activities?: Sales reps are busy. Manually entering every call, email, and meeting into the CRM is time-consuming. When reps fall behind on data entry, your CRM data becomes unreliable. This makes it hard to track deal progress or forecast revenue accurately. Worse, reps lose selling time to administrative tasks.
- Lack of Sales Insights?: Without clear visibility into what happens during sales calls or meetings, teams are flying blind. Which messages worked? When did buyers show hesitation? Where did deals stall? If you don’t capture these details, you can’t improve your approach or coach reps successfully.
How to Overcome These Challenges?
Here are practical ways to address each challenge and keep your sales engagement on track.
- Use AI-Driven Personalization to Boost Response Rates: Tools like MeetRecord analyze buyer behavior and conversation signals to help you customize your messaging. Instead of generic emails, you get personalized content that connects with each prospect’s needs. This not only improves open rates but also gets more replies. Combine that with A/B testing to figure out which messages work best, and you’ll see real improvement in engagement.
- Automate Activity Logging to Save Time and Improve Data Quality: Platforms like Salesgear take the burden of manual data entry off your reps’ shoulders. Calls, emails, and meetings get automatically logged into your CRM without extra effort. This way, your CRM data always stays accurate and up-to-date. Plus, reps can spend more time selling and less time on manual admin tasks.
- Use Conversation Intelligence to Get Insights: MeetRecord records and transcribes every sales interaction, then uses AI to highlight key buyer signals, objections, and risks. This gives sales managers and reps clear insight into what’s working and what isn’t. With this data, you can coach reps better, spot deals that need attention, and improve your sales approach for better results.
Best Practices for Maximizing Sales Engagement Tools
The best tools only deliver results when used right. Here’s how to get more from your sales engagement tools:
- Use AI to Optimize Engagement Sequences: Let the data guide you. Use AI to adjust messaging, reach out to prospects when they are most likely to engage, and lead prioritization so reps spend more time on what actually works.
- Leverage Multi-Channel Outreach: Email alone won’t cut it. Combine calls, LinkedIn, and SMS to connect prospects where they are. Multi-channel outreach keeps your message from getting lost.
- Align Sales & Marketing Messaging: Prospects shouldn’t feel like they’re talking to different teams. Align your messaging at every touchpoint, whether it’s an ad, email, or call, so every interaction feels part of the same conversation.
- Automate CRM Sync to Reduce Admin Work: Manual data entry slows reps down. Automate CRM updates so every activity is tracked, without anyone needing to log it by hand.
Conclusion
If you want to scale outreach, get better response rates, and move deals forward faster, you need the right set of tools in your arsenal.
Sales engagement tools have become central to how modern B2B teams connect with prospects, manage outreach, and close deals faster.
With the right platform, your reps spend less time on admin work and more time having the conversations that move the pipeline forward.
Ultimately, the goal of sales is to close more deals and bring in more revenue. And the right sales engagement tool helps you get there.