stub 10 Best Sales Engagement Platforms (April 2024) - Unite.AI
Connect with us

Best Of

10 Best Sales Engagement Platforms (April 2024)

Updated on

Unite.AI is committed to rigorous editorial standards. We may receive compensation when you click on links to products we review. Please view our affiliate disclosure.

In today's fast-paced and increasingly digital business environment, the art of engaging effectively with customers has evolved dramatically. Sales engagement platforms have emerged as vital tools for sales teams, offering sophisticated functionalities to enhance interactions, automate processes, and drive sales. These platforms are not just about managing contacts or tracking sales; they represent a holistic approach to engaging with prospects and customers in a more personalized and efficient manner.

The effectiveness of a sales team is significantly heightened by the integration of such platforms, which streamline communication, provide valuable insights, and foster a more cohesive sales strategy. From email automation to advanced analytics, sales engagement platforms are redefining the way businesses interact with their potential and existing customers.

In this blog, we'll explore some of the best sales engagement platforms on the market. Each platform has been selected based on its unique features, ease of use, integration capabilities, and the value it brings to the sales process. Whether you're a small business or a large enterprise, these tools are designed to meet a variety of needs and help you achieve your sales goals more effectively.

1. Buzz

Buzz: The Only Frictionless All-In-One Sales Engagement Platform


Buzz stands out as a pioneering sales engagement platform, uniquely positioned as both a software provider and an agency. It distinguishes itself through its comprehensive approach to multichannel outreach, seamlessly blending automation with expert strategy. The platform's core strength lies in its ability to automate cold outreach, utilizing a potent multichannel strategy tailored to place businesses directly in front of their ideal prospects.

The ease of use is a standout feature of Buzz. Clients can initiate message campaigns immediately upon signing up and integrating their accounts. The introduction of “New Magic Campaigns” transforms the planning and execution of complex outreach playbooks into a straightforward, time-efficient process. This innovative approach allows for rapid deployment of customized messaging strategies, ensuring that sales teams can connect with their prospects without delay.

Buzz's performance metrics are impressive, with clients experiencing an average response rate between 8% to 12%. When leveraging Buzz's Managed Services, this rate often exceeds the average, thanks to ongoing optimization efforts by their expert team. The impact on return on investment (ROI) is significant, with most annual clients achieving an ROI over 700%. This high success rate underscores Buzz's effectiveness in enhancing sales engagement and conversion.


  • Multichannel Outreach: Automates and optimizes outreach across various channels, ensuring maximum engagement.
  • Magic Campaigns: Rapid campaign setup with comprehensive playbooks and tailored messaging.
  • Managed Services: Expert-led campaign management and optimization for enhanced response rates.
  • Data Sourcing and Lead Management: Integrates data sourcing with lead management, facilitating targeted engagement.
  • Social Outreach: Streamlines social media activities with automation and increased response rates.

2. Zendesk Sell

Introducing Zendesk Sell

Zendesk, renowned for its innovative solutions, offers Zendesk Sell, a CRM platform that simplifies sales engagement. This tool excels in offering user-friendly features for effortless customer interactions across various channels, coupled with efficient data analysis and content management. Zendesk Sell is designed to help sales reps engage with the right prospects effectively, optimizing both approach and outcomes.

A key feature of Zendesk Sell is its AI-driven lead generation and management. This system quickly qualifies leads and directs them to the appropriate sales rep, maximizing the chances of engaging with potential customers early and effectively. This AI integration ensures that sales teams focus their efforts on the most promising leads.

Zendesk Sell is a cloud-based, mobile-friendly CRM platform suitable for both small and large businesses. Its scalability is a major advantage, allowing the platform to grow alongside your expanding customer base, ensuring it remains a viable solution as your business evolves.

Key Features:

  • Intuitive Sales CRM Dashboard: Streamlines customer relationship and sales activity management.
  • AI-Powered Lead Generation: Enhances lead qualification and distribution.
  • Sales Engagement Tools: Simplifies customer interactions across multiple channels.
  • Prospecting Tools: Efficient tools for identifying and engaging potential customers.
  • Workflow Automation and Analytics: Offers automated processes and insightful data analysis for improved sales strategies.

Zendesk Sell offers a blend of simplicity and advanced technology, making it a robust solution for businesses aiming to refine their sales engagement and customer relationship management.

3. Salesforce Sales Cloud

Salesforce Sales Cloud Explained in 100 Seconds

Salesforce Sales Cloud stands out in the CRM landscape, offering a robust platform that streamlines and automates sales processes. This platform empowers sales teams to manage leads, opportunities, and customer interactions more effectively, facilitating quicker deal closures and increased revenue. At its core, Sales Cloud is about enhancing sales team efficiency and driving business growth through intelligent management of customer relationships.

Sales Cloud is designed to foster collaboration within sales teams, providing tools for sharing data, insights, and updates. This feature ensures that all team members are aligned and informed, enhancing teamwork and the decision-making process. Additionally, the platform’s sales forecasting tools offer valuable insights into future sales trends, aiding in strategic planning and resource allocation. Sales engagement tools further extend the platform's capabilities, enabling personalized outreach across various channels like email, social media, and phone.

Key to Sales Cloud's appeal is its ability to automate repetitive tasks, freeing up sales reps to focus on closing deals and nurturing customer relationships. The platform's mobile app enhances productivity by allowing sales reps to access and update customer data on the go, ensuring they remain responsive to customer needs wherever they are.

Key Features:

  • Account and Contact Management: Maintains comprehensive records of customer accounts and interactions.
  • Team Collaboration: Enhances team coordination and information sharing.
  • Sales Forecasting: Predictive tools for anticipating future sales and revenue.
  • Sales Analytics: Provides insights into performance and sales trends.
  • Sales Engagement: Tools for multi-channel customer engagement and personalization.

Salesforce Sales Cloud is a versatile and powerful CRM solution, ideal for businesses seeking to optimize their sales processes and enhance team performance, with the flexibility to cater to remote teams and businesses across multiple locations.

4. HubSpot Sales Hub

The New Sales Engagement Tools In Sales Hub [INBOUND 2023]

HubSpot Sales Hub is a dynamic sales software solution designed to cater to businesses of all sizes, enhancing productivity and customer engagement. This platform is particularly adept at managing sales processes, offering an array of features that drive both efficiency and revenue growth.

At the heart of Sales Hub is its robust lead management and prospecting capabilities. The platform provides a personalized workspace with AI tools for crafting effective emails and CTAs, elevating the prospecting experience. Its email templates and tracking features are invaluable, allowing sales teams to optimize their communication strategies and follow up with leads at the most opportune moments.

Sales Hub's automation tools streamline the sales process, setting up personalized email sequences and follow-up tasks. This ensures consistent engagement with prospects throughout the sales cycle. Additionally, the platform's call tracking and comprehensive sales analytics offer deep insights, helping to refine strategies and improve outcomes. Stripe integration for payment processing on quotes created within HubSpot is another convenient feature.

Key Features:

  • Lead Management and Prospecting: AI-powered tools for efficient lead handling and engaging email drafting.
  • Email Templates and Tracking: Customizable templates and real-time email tracking for optimized communication.
  • Sales Automation: Automated email sequences and follow-up tasks for consistent engagement.
  • Call Tracking: Efficient call management and logging within the CRM.
  • Sales Analytics: Customizable reports for detailed insights into the sales pipeline.

HubSpot Sales Hub, with its integration capabilities and customizable features, stands out as a versatile choice for businesses looking to streamline their sales processes and foster growth.

5. Clearbit

What is Clearbit? [Part 1 of 2]

Clearbit emerges as a data-centric platform, offering an array of tools aimed at refining sales and marketing processes for businesses. This platform's strength lies in its ability to provide comprehensive data, enabling personalized and effective sales conversations, and in its identification of potential leads through innovative methods.

Clearbit's array of tools includes Enrichment, which delivers detailed data on leads and accounts, including firmographic and technographic information. This enrichment empowers businesses to connect with high-intent buyers and tailor sales conversations for better conversion rates. Another notable feature, Clearbit Reveal, identifies anonymous website visitors, turning them into potential leads by providing real-time data such as company name, industry, and location.

Further enhancing its offering, Clearbit provides a free Chrome extension, Clearbit Connect, to find verified email addresses directly within Gmail and Outlook. This integration streamlines the process of connecting with key contacts at target companies. Additionally, Clearbit Traffic Rank offers a unique metric to compare a company's website traffic against others, aiding in segmentation and targeting efforts.

Clearbit Capture, another valuable tool, focuses on lead capture on websites, auto-filling forms with data from Clearbit’s database to minimize form abandonment. Lastly, the Clearbit API grants access to various endpoints, like the Person API for email lookup or the Company API for company information, with support for Ruby, Node, and Python.

Key Features:

  • Clearbit Enrichment: Provides detailed data on leads for personalized sales engagement.
  • Clearbit Reveal: Identifies anonymous website visitors, turning them into actionable leads.
  • Clearbit Connect: A Chrome extension for finding verified email addresses within Gmail and Outlook.
  • Clearbit Traffic Rank: Offers a comparative metric for website traffic analysis.
  • Clearbit Capture and API: Facilitates lead capture and provides extensive API access for data integration.

Clearbit stands out as a versatile and user-friendly platform, perfectly suited for businesses looking to leverage data-driven strategies in their sales and marketing efforts.

6. Zoho SalesIQ

What is Zoho SalesIQ?

Zoho SalesIQ emerges as a comprehensive customer engagement platform, well-suited for businesses aiming to elevate their sales, support, and marketing efforts. This platform focuses on efficiently engaging website visitors and customers, offering a suite of tools that are both versatile and user-friendly.

Central to SalesIQ's capabilities is its live chat feature, which allows real-time engagement with website visitors. This feature is customizable to align with brand aesthetics and includes functionalities like chat routing, canned responses, and chat transcripts, enhancing the customer interaction experience. Visitor tracking is another pivotal feature, providing real-time data on website visitors and helping businesses identify and convert anonymous visitors into leads.

The introduction of Zobot, a bot development platform within SalesIQ, marks a significant advancement in automating customer interactions. These bots can interact in natural language, respond based on business rules, and are deployable on both websites and mobile applications. Additionally, Zoho SalesIQ's Mobilisten, a live chat mobile SDK, extends the platform's capabilities to various mobile platforms, ensuring seamless customer engagement across different devices.

Key Features:

  • Live Chat: Real-time engagement with website visitors, complete with customization and advanced chat features.
  • Visitor Tracking: Tracks and provides detailed information on website visitors to identify potential leads.
  • Zobot: A bot development platform for automating interactions with natural language processing.
  • Mobile SDK (Mobilisten): Extends live chat and engagement features to mobile applications.
  • Integrations: Seamless integration with other Zoho services and popular external platforms.

Zoho SalesIQ stands out as an adaptable and efficient tool for businesses seeking to enhance their engagement with customers across websites and mobile applications.

7. Freshsales

Freshworks CRM: Overview

Freshsales stands out as a cloud-based CRM platform, tailored to streamline sales processes and enhance productivity for businesses. This platform is known for its adaptability, offering customization options that align with various business processes, and its ability to display critical data effectively.

One of the core strengths of Freshsales is its sales engagement tools, which enable businesses to connect with prospects and customers through multiple channels, such as email, phone, and SMS. The inclusion of sales automation tools facilitates the automation of sales actions and personalizes interactions, aiding in faster deal closures.

In terms of analytics, Freshsales provides visual reports offering action-oriented insights, including information on deals that may be at risk and an overview of upcoming activities. This ensures businesses stay on top of opportunities and maintain momentum in their sales processes.

The platform's context feature is significant, bringing together sales, support, and marketing teams around a unified view of customer data. It also enriches contact information with social and publicly listed data, offering a more comprehensive understanding of customers.

Additionally, Freshsales offers a mobile app, allowing sales reps to access and update customer data on the go, plan their day, and receive directions for visits. The platform's integration capabilities extend to various services, including Google Analytics, Shopify, Salesforce, and other Freshworks products like Freshdesk and Freshchat.

Key Features:

  • Customization: Tailors the CRM to specific business processes and data display needs.
  • Sales Engagement: Enables multi-channel engagement and automates sequences of sales actions.
  • Analytics: Offers visual reports and insights on potential deal risks and upcoming activities.
  • Context: Provides a shared view of customer data across internal teams and enriches contact information.
  • Mobile App: Facilitates on-the-go access to customer data and team collaboration.
  • Integrations: Compatible with a variety of services and Freshworks products.

Freshsales is a versatile and user-friendly CRM platform, ideal for businesses seeking effective sales management, comprehensive data insights, and customizable features to meet unique business needs.


Apollo Product Overview stands as a prominent sales intelligence and engagement platform, offering features that streamline sales processes and enhance productivity. Its comprehensive database, with over 265 million verified contacts and 65+ filters, aids businesses in prioritizing high-quality leads.'s scoring engine simplifies the process of identifying rich buyer data.

The platform's sales engagement capabilities allow businesses to interact with prospects and customers across email, phone, and LinkedIn. Its sales automation tools facilitate the automation of sales actions such as emails and calls, enabling personalized interactions for quicker deal closures. also offers API access across various endpoints, including email lookup and company information, supporting multiple programming languages. The platform emphasizes security and compliance, adhering to GDPR standards and holding SOC 2 Type 1 and ISO 27001 certifications.

In addition, provides a mobile app for sales reps to access customer data, update records, and collaborate with team members on the move. This mobile functionality includes features like day planning and direction guidance for visits.

The platform integrates with various services, including Salesforce, HubSpot, and Marketo, and offers compatibility with other products, like the Apollo B2B Database and Apollo Intelligence Engine.

Key Features:

  • Sales Intelligence: Extensive database with advanced filtering for lead prioritization.
  • Sales Engagement: Multi-channel engagement and automation of sales actions.
  • API Access: Extensive API support for data lookup and integration.
  • Security & Compliance: Adherence to GDPR, SOC 2 Type 1, and ISO 27001 standards.
  • Mobile App: On-the-go customer data access and team collaboration.
  • Integrations: Compatibility with major services and other products. is a versatile, easy-to-use platform, perfect for businesses seeking detailed lead data, efficient sales engagement, and customizable features to suit their unique needs.

9. ZoomInfo SalesOS

ZoomInfo SalesOS, a comprehensive sales intelligence and engagement suite, is designed to cater to the diverse go-to-market needs of organizations. It stands out with its extensive database, boasting over 265 million verified contacts, enriched with 65+ filters such as buyer intent and job postings. This database is instrumental in helping businesses prioritize high-quality leads through an easy-to-use scoring engine.

The platform enhances sales engagement by enabling interactions across multiple channels, including email, phone, and LinkedIn. ZoomInfo SalesOS's sales automation tools are pivotal in automating sequences of sales actions and personalizing interactions, thereby expediting deal closures.

In terms of technical capabilities, ZoomInfo SalesOS offers broad API access, supporting various endpoints like Person API and Company API, available in Ruby, Node, and Python. The platform's commitment to security and compliance is evident in its adherence to GDPR standards and possession of SOC 2 Type 1 and ISO 27001 certifications.

The mobile app feature of ZoomInfo SalesOS facilitates on-the-go access to customer data, record updating, and team collaboration, along with features like day planning and notification checks.

ZoomInfo SalesOS integrates seamlessly with a range of services, including Salesforce, HubSpot, and Marketo. It also offers compatibility with other ZoomInfo products, like the B2B Database and Intelligence Engine.

Key Features:

  • Sales Intelligence: Extensive contact database with advanced lead prioritization filters.
  • Sales Engagement: Multi-channel engagement with sales automation tools.
  • API Access: Comprehensive API support for data lookup and integration.
  • Security & Compliance: GDPR compliance and key security certifications.
  • Mobile App: Facilitates mobile access and collaboration.
  • Integrations: Compatibility with major CRM services and ZoomInfo products.

ZoomInfo SalesOS is an adaptable, user-friendly platform, ideal for businesses seeking detailed lead insights, efficient sales engagement, and customizable solutions to fit their unique go-to-market strategies.

10. Salesloft

Salesloft Product Overview

Salesloft emerges as a dynamic sales engagement platform, equipped with a variety of features aimed at optimizing sales processes and enhancing productivity. Central to its offerings is a comprehensive database containing over 265 million verified contacts, complete with 65+ filters like buyer intent and job postings. This database is instrumental in providing rich buyer data, enabling businesses to focus on high-quality leads.

The platform's sales engagement feature facilitates interactions across various channels, including email, phone, and LinkedIn. Salesloft’s sales automation tools are particularly effective in automating sequences of sales actions and personalizing interactions, which can accelerate the deal-closing process.

Customization is a key aspect of Salesloft, allowing businesses to tailor the platform to their specific needs. This flexibility ensures that different sales teams can optimize the platform according to their unique requirements.

In terms of analytics, Salesloft offers visual reports and insights, highlighting potential issues like rotting deals and providing an overview of upcoming activities. This helps businesses stay ahead of opportunities and avoid missing out.

Salesloft integrates seamlessly with a variety of services, including Salesforce, HubSpot, and Marketo, and also offers integration with its own products like Salesloft Mobile and Salesloft Connect.

Key Features:

  • Sales Intelligence: Extensive contact database with advanced filtering.
  • Sales Engagement: Multi-channel engagement with robust sales automation tools.
  • Customization: Adaptable features to fit specific sales team needs.
  • Analytics: Provides visual reports and insights for proactive sales management.
  • Integrations: Compatibility with major CRM platforms and Salesloft products.

Salesloft stands out as a user-friendly, customizable platform, ideal for businesses looking to streamline their sales processes, effectively engage with prospects and customers, and enhance overall sales productivity.

Elevating Sales Engagement with Cutting-Edge Platforms

The evolution of sales engagement platforms has revolutionized the way businesses approach sales processes and productivity.

These tools not only simplify sales tasks but also provide valuable insights, automate key processes, and foster better customer relationships through personalized engagement. Integration capabilities with other systems, security compliance, and mobile accessibility further enhance their appeal.

Adopting any of these platforms can be a game-changer for businesses striving to optimize their sales processes, increase productivity, and ultimately drive growth in a competitive market. The right sales engagement platform can be the cornerstone of a successful sales strategy, offering the tools and insights necessary to thrive in today's dynamic business environment.

Alex McFarland is an AI journalist and writer exploring the latest developments in artificial intelligence. He has collaborated with numerous AI startups and publications worldwide.