Struggling to keep up with follow-ups and prospect outreach? Sales engagement automation tools transform how teams connect with prospects by eliminating manual follow-ups, standardizing outreach, and providing critical performance insights. These platforms help you focus on meaningful conversations instead of administrative tasks—turning your sales process from scattered to strategic.
Feature comparison table
Tool | Channels Supported | CRM Integration | Builder License Cost | Viewer License Cost | AI Functionality | Sequence Automation | Performance Analytics | Security |
HubSpot | Email, calls, social | Native CRM | $20-150/user/month | Included | Lead scoring, task automation | Advanced | Comprehensive | Enterprise-grade |
Outreach | Email, calls, social, SMS | Salesforce, others | Custom pricing | Custom pricing | AI sentiment analysis, recommendations | Robust | Real-time, advanced | SOC 2 |
Apollo | Email, calls, LinkedIn | Multiple CRMs | $49-119/user/month | Included | AI personalization, prospecting | Advanced | Contact-level | Business-standard |
Reply.io | Email, calls, SMS, LinkedIn | Multiple CRMs | $49-89/user/month | Included | Email sorting, lead scoring | Multi-channel | Real-time | Business-standard |
Salesloft | Email, calls, social | Salesforce, HubSpot, MS Dynamics | ~$75-125/user/month | Included | Deal scoring, predictive analytics | Cadence automation | Conversation intelligence | Enterprise-grade |
Klenty | Email, calls, LinkedIn, SMS | Multiple CRMs | $50-100/user/month | Included | Engagement optimization | Multi-channel | Campaign performance | Business-standard |
Mailshake | Email, calls, social | Multiple CRMs | $25-85/user/month | Included | AI copywriting | Cadence automation | Team performance | Business-standard |
#1 HubSpot
HubSpot revolutionizes sales engagement through its comprehensive sales and marketing automation platform. By seamlessly integrating with its native CRM, it makes automating follow-ups, tracking interactions, and nurturing leads throughout the buyer’s journey straightforward and effective.
Highlights of Tool
- Automated email sequences and follow-ups that maintain consistent prospect communication
- Lead nurturing workflows and task reminders that ensure no opportunity falls through the cracks
- Real-time analytics and reporting to continuously optimize your engagement strategy
Pros
- Everything in one place with unified platform. Sales, marketing, and CRM tools are integrated in a single ecosystem, reducing the need for multiple disconnected software solutions.
- Time back in your day through powerful automation. Repetitive tasks like follow-ups, lead assignment, and data entry are handled automatically, freeing up valuable time for high-value selling activities.
- Make smarter decisions with actionable insights. Real-time reporting and analytics help teams optimize their sales strategies and progressively improve conversion rates.
Cons
- Limited email flexibility for creative teams. Some users find the email template options within sequences less flexible than standalone email marketing tools.
- List management could be smoother. Sending sequences to specific contact lists can be less streamlined than desired, requiring extra steps.
- Budget considerations for full feature access. Advanced features are only available on higher-tier plans, which may be costly for small teams or startups.
Pricing
As of April 2025, HubSpot offers tiered pricing:
- Starter: $20/month per seat
- Professional: $100/month per seat (requires annual commitment, $1,500 onboarding fee)
- Enterprise: $150/month per seat (requires annual commitment, $3,500 onboarding fee)
Additional costs apply for marketing contacts, add-ons, and onboarding services.
What do users say about HubSpot?
- “Robust sales engagement features, particularly the email sequence tool’s integration with email and calendar systems. Automated follow-ups and task reminders are also major standouts.”Source.
- “Room for improvement in email template flexibility within sequences and more streamlined options for sending sequences to specific contact lists.” Source.
Support
HubSpot offers extensive support options, including live chat, email, phone support, a comprehensive knowledge base, and active community forums. Teams on higher-tier plans receive dedicated onboarding and training services to ensure successful implementation.
#2 Outreach
Outreach enhances sales engagement through its powerful platform designed specifically for automating and optimizing multi-channel outreach. It centralizes all communication channels, automates complex workflows, and delivers advanced analytics to help sales teams increase productivity and close more deals.
Highlights of Tool
- Multi-channel communication capabilities across email, phone, and social platforms
- Automated sequences and workflows that maintain consistent prospect touchpoints
- AI-powered insights and sentiment analysis to optimize messaging and timing
Pros
- Let AI guide your engagement strategy. AI-driven recommendations for optimal engagement timing and messaging help teams connect with prospects when and how they’re most receptive.
- Make data-driven decisions with robust analytics. Detailed reporting on engagement, response rates, and campaign performance allows for continuous optimization.
- Seamless data flow with CRM integration. Clean syncing with major CRMs like Salesforce ensures unified data management without double-entry or information gaps.
Cons
- Prepare for a learning investment. Advanced features can be overwhelming for new users, requiring dedicated onboarding and training time.
- Enterprise pricing may stretch smaller budgets. The platform’s enterprise-level pricing may be prohibitive for smaller teams or startups.
- Technical hiccups can interrupt workflow. Some users report occasional technical glitches and downtime that affect productivity.
Pricing
As of April 2025, Outreach doesn’t publish pricing publicly; interested users must request a quote. The platform uses per-user pricing without platform fees and offers various plans including Engage, Call, Meet, Deal, and Forecast.
What do users say about Outreach?
- “Outreach’s automation and multi-channel capabilities have transformed our sales process. The AI features are a game-changer for productivity.”
- “Lack of transparent pricing is frustrating. Some features, like built-in telephony, are limited or require add-ons.”
Support
Outreach provides comprehensive support via email, live chat, and an extensive knowledge base. Teams receive training resources and onboarding assistance, with enhanced support options available for enterprise customers.
#3 Apollo
Apollo streamlines sales engagement through its end-to-end AI platform that combines a vast B2B contact database with powerful automation tools. It enables teams to search, engage, and convert leads at scale, using AI to personalize outreach and optimize workflow efficiency.
Highlights of Tool
- Access to 210M+ contacts and 35M+ companies for comprehensive prospecting
- AI-powered email personalization and sequence automation that increases response rates
- Built-in dialer and call assistant to streamline phone outreach alongside email campaigns
Pros
- Find anyone with comprehensive database access. The massive contact and company database eliminates the need for separate prospecting tools or data providers.
- Scale personalization with AI-driven automation. Teams can automate and personalize outreach at scale with AI recommendations that make each message feel custom-crafted.
- Manage everything in one integrated workflow. The entire sales cycle, from prospecting to closing, can be managed in one platform without switching between tools.
Cons
- Expect a learning curve for new users. The breadth of features can be overwhelming initially, requiring dedicated time for onboarding.
- Data quality varies across industries. Some users report outdated or incorrect contact information, particularly in niche sectors.
- Pricing structure lacks transparency. Pricing details aren’t always clear upfront, making budget planning challenging.
Pricing
As of April 2025, Apollo offers several pricing tiers:
- Free: $0
- Basic: $49 per user/month (annual billing)
- Professional: $79 per user/month (annual billing)
- Organization: $119 per user/month (annual billing)
The platform uses a credit-based system, with the dialer feature available starting from the Professional tier.
What do users say about Apollo?
- “Apollo’s database and prospecting tools are top-notch. The platform is easy to use and integrates well with our CRM.”
- “The calling features are lacking compared to competitors, and you need to upgrade for essential dialer functions.”
Support
Apollo provides responsive support via live chat, email, and a comprehensive help center. New users receive access to onboarding resources and training materials to accelerate adoption and maximize value.
#4 Reply.io
Reply.io enhances sales engagement through its AI-powered platform that automates outreach and follow-ups across multiple channels. Designed for efficiency, it helps sales teams connect with leads, book meetings, and close deals faster through intelligent communication workflows.
Highlights of Tool
- Multi-channel campaigns spanning email, phone, SMS, and LinkedIn
- AI email sorting and lead scoring to prioritize the most promising opportunities
- Real-time notifications and analytics that enable immediate follow-up
Pros
- Focus on what matters with smart lead scoring. Automatically prioritize leads based on engagement and behavior, ensuring your team works on the highest-potential opportunities first.
- Stand out with personalization at scale. Advanced tools for customizing communication boost engagement rates without sacrificing efficiency.
- Work better together with team collaboration tools. Shared inboxes, notes, and templates increase team efficiency and ensure consistent messaging.
Cons
- Prepare for initial complexity. The extensive feature set can be overwhelming for new users, requiring dedicated onboarding time.
- Limited customization for complex workflows. Some users desire more advanced customization options for specialized sales processes.
- Integration isn’t always seamless. Users occasionally report difficulties integrating with other tools in their tech stack.
Pricing
As of April 2025, Reply.io offers several pricing tiers:
- Free: $0
- Starter: $49 per user/month (annual billing)
- Professional: $89 per user/month (annual billing)
- Email Volume: $59 per user/month (annual billing)
A 14-day free trial is available for new users.
What do users say about Reply.io?
- “Reply.io’s automation and multichannel outreach save us a ton of time. The reporting and analytics are very detailed.”
- “The Chrome extension is buggy, and LinkedIn automation needs improvement. The UI can be overwhelming for new users.”
Support
Reply.io offers responsive support through live chat, email, and a comprehensive knowledge base. Teams have access to training and onboarding resources to ensure successful implementation and adoption.
#5 Salesloft
Salesloft elevates sales engagement through its AI-powered platform that centralizes communication, manages leads, and streamlines complex sales processes. Designed for teams of all sizes, it combines automation, analytics, and multi-channel capabilities to enhance every customer interaction.
Highlights of Tool
- Cadence automation for seamlessly orchestrated email and call sequences
- Deal engagement scoring and predictive analytics to focus on highest-value opportunities
- Conversation intelligence and sales training tools that improve team performance
Pros
- Win back selling time with comprehensive automation. The platform automates repetitive outreach tasks, freeing up valuable time for strategic selling activities.
- Focus on winning deals through smart prioritization. Engagement scoring and predictive analytics help teams focus on the hottest leads most likely to convert.
- Keep data clean with real-time CRM integration. Smooth synchronization with Salesforce, HubSpot, and Microsoft Dynamics ensures consistent data across systems.
Cons
- Advanced features require training investment. The platform’s sophisticated capabilities require time to master, especially for new users.
- Budget considerations for smaller teams. The pricing structure can be expensive for smaller teams or early-stage startups.
- Integration challenges with certain tools. Some users report difficulties with certain third-party integrations.
Pricing
As of April 2025, Salesloft pricing starts at approximately $1,000/month (minimum 3 seats), with per-user pricing ranging from $75–$125/month depending on the plan and features. No free version is available, though demos and trials can be arranged.
What do users say about Salesloft?
- “Salesloft’s cadence automation and analytics have improved our team’s efficiency. The platform is robust and integrates well with our CRM.”
- “Pricing is high for small teams, and setup can be complex. Some users want more flexible pricing based on user roles.”
Support
Salesloft provides comprehensive support via email, live chat, and a detailed knowledge base. New users receive access to training resources and onboarding assistance to ensure successful implementation.
#6 Klenty
Klenty transforms sales engagement through its focused platform that automates and personalizes multi-channel outreach for B2B sales teams. It streamlines campaigns across email, phone, and LinkedIn, integrates with popular CRMs, and provides actionable analytics to continuously optimize sales strategies.
Highlights of Tool
- Multi-channel outreach capabilities across email, phone, LinkedIn, and SMS
- Advanced email automation and personalization features that boost response rates
- Built-in sales dialer and CRM integration for seamless workflow
Pros
- Reclaim hours each day with increased productivity. The platform automates repetitive tasks, allowing sales teams to focus on strategic activities that drive results.
- Connect where it matters with enhanced engagement. Multi-channel outreach ensures prospects are engaged on their preferred platforms, increasing connection rates.
- Get started quickly with a user-friendly interface. The intuitive design makes Klenty accessible for users of all skill levels, reducing onboarding time.
Cons
- Initial learning investment required. Advanced features and integrations may require time to master fully.
- Integration ecosystem still growing. Not all third-party tools are supported yet, potentially creating workflow gaps.
- Deliverability issues can affect campaigns. Some users report occasional emails landing in spam folders despite configuration.
Pricing
As of April 2025, Klenty offers tiered pricing:
- Starter: $50 per user/month (annual billing)
- Growth: $70 per user/month (annual billing)
- Pro: $100 per user/month (annual billing)
A free trial is available for new users.
What do users say about Klenty?
- “Klenty’s multichannel outreach and automation are excellent for scaling outbound efforts. The dialer and CRM integrations are seamless.”
- “Some features are only available in higher tiers, and the UI can be confusing at first.”
Support
Klenty provides responsive support through live chat, email, and a comprehensive help center. New users receive access to onboarding and training resources to accelerate adoption and maximize platform value.
Mailshake
Mailshake simplifies sales engagement through its streamlined automation platform designed for fast, scalable outreach across multiple channels. It emphasizes ease of use, email deliverability, and rapid team onboarding, making it particularly suitable for sales teams and agencies seeking quick implementation.
Highlights of Tool
- Automated multi-channel cadences across email, phone, and social
- Built-in deliverability tools and AI-powered copywriting assistance
- Data Finder for prospecting and lead generation within the platform
Pros
- Start sending on day one with unmatched simplicity. The platform is remarkably easy to set up and use, even for new sales representatives.
- Keep emails out of spam with deliverability focus. Built-in tools help ensure messages land in prospect inboxes, not spam folders.
- Eliminate lengthy setup with rapid onboarding. New team members can start sending effective campaigns immediately, without extensive training.
Cons
- May not satisfy advanced enterprise needs. The platform may lack some specialized features found in more complex enterprise solutions.
- Limited options for complex sales processes. Teams with highly complex workflows may find customization options somewhat limited.
- Some analytics gaps for power users. Certain users desire more granular analytics capabilities for deeper performance insights.
Pricing
As of April 2025, Mailshake offers several pricing tiers:
- Starter: $25 per user/month (annual billing)
- Email Outreach: $45 per user/month (annual billing)
- Sales Engagement: $85 per user/month (annual billing)
No free trial is offered, though both annual and monthly billing options are available.
What do users say about Mailshake?
- “Mailshake is easy to set up and use for cold email campaigns. The power dialer and lead catcher are very useful.”
- “No free trial, and the daily email limits can be restrictive for larger campaigns.”
Support
Mailshake offers comprehensive support including dedicated onboarding, live training sessions, campaign review consultations, and a responsive support team available via chat and email.
#8 Lemlist
Lemlist enhances sales engagement through its specialized automation tool focused on highly personalized, multi-channel outreach with superior deliverability. It enables teams to find prospects, verify emails, and create highly customized campaigns using advanced AI and proprietary deliverability technology.
Highlights of Tool
- Multichannel campaigns across email, LinkedIn, and calls in unified sequences
- Advanced personalization capabilities including custom images and dynamic landing pages
- Built-in deliverability booster and warm-up tools to maximize inbox placement
Pros
- Stand out with true personalization at scale. Custom intro lines, personalized images, and dynamic landing pages significantly boost engagement compared to generic outreach.
- Maximize inbox placement with superior deliverability. Advanced tools help avoid spam folders and improve email deliverability rates across campaigns.
- Streamline workflow with all-in-one prospecting. Teams can find and verify leads directly within the platform, eliminating the need for separate prospecting tools.
Cons
- Expect a learning curve for advanced features. The sophisticated personalization capabilities may require time to master fully.
- Budget planning for complete feature access. Some of the most powerful features are only available on higher-tier plans.
- Occasional feature instability. Users sometimes report minor glitches when new features are rolled out.
Pricing
As of April 2025, Lemlist offers tiered pricing:
- Email Starter: $39/user/month (1 sending email, unlimited campaigns)
- Email Pro: $69/user/month (3 sending emails, more credits/features)
- Multichannel Expert: $99/user/month (LinkedIn, calls, advanced features)
- Outreach Scale: $159/user/month (designed for agencies/large teams)
What do users say about Lemlist?
- “You get a lot for your money. Extra features like the pods or super fast customer service make this tool a no-brainer when it comes to cold outreach.”
- “Support wasn’t very helpful and very pushy for positive reviews. Lemlist will throttle you into the ground as an agency if one of your domains has low deliverability.”
See Capterra reviews for Lemlist
Support
Lemlist provides responsive support via live chat, email, and a comprehensive help center. New users receive access to onboarding resources and community support to ensure successful implementation.
Revolutionize your sales outreach today
Selecting the right sales engagement automation tool can dramatically transform how your team connects with prospects and manages the sales process.
At Coefficient, we understand that the most effective sales teams need both engagement tools and real-time data from multiple sources to make informed decisions.
Ready to elevate your sales process with automated, data-driven insights? Get started with Coefficient today and experience how our seamless data integration can power more effective sales engagement across your entire team.