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Top Rated Sales Engagement Platform Software with Workflow management

Last updated: November 2026

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192 software options

Salesloft logo

Cloud-based AI revenue orchestration for B2B teams

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Cloud-based AI revenue orchestration platform for B2B sales, RevOps, and customer success teams, with pipeline management and.

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Gong logo

Cloud-based Revenue AI platform for B2B teams

Cloud-based Revenue AI platform for B2B go-to-market teams, capturing customer interactions, forecasting pipeline, and coaching reps.

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Bigin by Zoho CRM logo

The easiest small business CRM, now enhanced with AI.

Bigin by Zoho CRM is an AI-powered CRM built for small businesses. Manage leads, deals, email, calls, and WhatsApp in one place, automate follow-ups, and track performance with dashboards. 50,000+ businesses run on Bigin. Easy 30-minute setup. Free plan available; paid plans from $7/user/month.

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Substrata logo

Cloud-based B2B sales signal intelligence platform

Cloud-based B2B sales platform using deep learning to decode behavioral signals and guide deal strategy for revenue teams.

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Tidio logo

Aill-in-one customer support software with AI features

Tidio is a customer service suite with help desk, live chat, chatbot, and AI agent options. Lyro, it's conversional AI chatbot, is capable of resolving up to 64% of incoming issues. Sign up for a free 7-day trial.

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Slack logo

A single place for team communication and workflows

Slack is a single workspace that connects users with the people and tools they work with everyday, no matter where they are or what they do

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Liine logo

AI-powered call tracking, marketing analytics and ad optimiz

AI-powered call tracking, marketing analytics and ad optimization platform built for multisite healthcare, dental and vet practices

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ClientCircle logo

Happier clients, more sales. Made for insurance.

One platform to grow your agency. Made for insurance.

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OnePageCRM logo

#1 Action-Focused CRM Software for Small Business

OnePageCRM is a simple CRM with a unique action-focused approach to contact and sales management. You can use this software to add tasks/reminders next to every contact and receive automatic notifications when the task is due. This helps you grow your business every day step by step.

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Textline logo

Cloud-based plug-and-play text messaging software

Textline is a plug-and-play text messaging software designed to help businesses securely communicate with clients using various phone numbers. The Health Insurance Portability and Accountability Act (HIPAA)-compliant platform enables healthcare providers to obtain, document, and store patient consent using built-in automation capabilities.

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Paperflite logo

Marketing content management platform for sales

Paperflite is a marketing content management platform that enables sales teams to discover, distribute, share and track content with buyers. Paperflite is designed to help marketing and sales teams curate, organize and distribute content with content tracking, sharing, intelligence, and more. From tracking PDF's to videos, Paperflite gives real-time engagement analytics on how the content is being used, accessed, viewed and shared by end-users.

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Scratchpad logo

Cloud-based AI sales workspace for Salesforce teams

Cloud-based AI workspace for Salesforce sales teams that automates CRM updates and enforces sales methodologies.

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Ebsta logo

Customer engagement platform with Chrome extensions

Ebsta is a customer engagement platform designed to help marketing, sales and customer success teams increase productivity and enhance customer engagement directly from their inbox with Salesforce and Gmail integration, plus email, calendar, contact synchronization, and more

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Breakcold logo

The Social Selling CRM for SMBs & Startups to close deals.

Breakcold is a new type of sales CRM: a social selling CRM that integrates with LinkedIn and Twitter. By leveraging social media, you can accelerate your sales pipeline and close deals faster.

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Salestarget.ai logo

Cloud-based B2B outbound sales platform, all sizes

With SalesTarget.ai’s Sales Intelligence, access 50M+ verified leads, filtered by job title, company size, industry, and more. Powered by AI, it delivers targeted insights, making your prospecting smarter and more efficient. Engage the right leads at the right time and optimize outreach strategies.

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Aligned logo

Customer Collaboration Platform for sales & CS teams

Aligned is pioneering the way that B2B sales teams interact with customers in the new virtual reality; streamlining all customer communication, content, processes & tools into a personalized customer workspace. Providing customer journey intelligence and AI-driven customer engagement automation.

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Jobin.cloud logo

Source, engage and hire in one AI recruiting workspace

Jobin.cloud is an all-in-one AI recruiting and business development platform for agencies and lean hiring teams. Source talent or clients, enrich profiles, automate LinkedIn and email outreach, and manage every conversation, note and pipeline stage inside a CRM.

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Salesflare logo

B2B sales CRM that keeps itself up to date

B2B sales engagement with email sequences, tracking and automatic CRM activity capture for informed follow-up. For small and medium-sized teams managing relationship-driven sales.

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LaGrowthMachine logo

Multichannel prospecting platform

LaGrowthMachine is the first multi-channel prospecting platform that helps growth, sales, and recruiters engage with their targets on LinkedIn, Email, and Twitter.

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Groove logo

The first sales platform to make sales strategy actionable

Groove is a market-leading sales engagement platform that enables sales leaders to execute their strategy in a smart, adaptive way. With Groove, revenue leaders can use automation to do more with less, driving greater efficiency and effectiveness across the customer lifecycle.

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Close logo

Cloud-based sales CRM for SMB and growth teams

Cloud-based sales CRM consolidating calling, email, SMS, pipeline management, and a built-in AI sales agent for B2B teams of any size.

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Rasayel logo

Cloud-based WhatsApp sales platform for B2B teams

Cloud-based WhatsApp platform for B2B sales and support teams, featuring a shared inbox, AI chat assistance, and pipeline management.

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Advantage Incentive Compensation Management logo

Sales performance management solution

Advantage Incentive Automation is an incentive compensation management solution that helps businesses automate sales incentives and recognition processes for sales teams, agents, distributors, and channel partners. The platform features no-code customization capabilities that allow organizations to create sales plan logic while automating complex KPI calculations and reward disbursals.

Read more about Advantage Incentive Compensation Management

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Outplay logo

Sales enablement platform with multi-channel sales outreach

Outplay is a cloud-based sales enablement software designed to help organizations engage with the target audience and gain insights into business metrics to improve revenue and drive growth.

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Rolldog logo

Customer relationship management solution

Rolldog is a CRM and opportunity management solution that helps businesses better manage customer relationships, while proactively tracking and scoring leads and opportunities to help increase revenue, boost sales and marketing effectiveness.

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