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Top Rated Sales Engagement Platform Software with Microsoft 365

Last updated: November 2026

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24 software options

Veloxy logo

Cloud-based AI sales enablement for Salesforce teams

Veloxy is a cloud-based AI sales enablement platform for Salesforce users that consolidates field and inside sales workflows.

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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.

Read more about Bigin by Zoho CRM

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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

Read more about Ebsta

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Vectera logo

Meeting room scheduling and video conferencing platform

Vectera is a cloud-based online conferencing platform designed to assist sales, customer success, and financial advisory teams with meeting room scheduling and video conferencing. Key features include screen sharing, file transfer, custom branding, calendars, and data encryption.

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Sage Sales Management logo

The leading mobile CRM for field sales management.

Sage Sales Management is the tool of choice for sales directors that are dedicated to improving the productivity of their teams. The success of the app is down to its 100% mobile first design, user-friendly interface, and high adoption rate. Now enhanced with AI.

Read more about Sage Sales Management

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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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servis.ai logo

Powerful, easy-to-use BOMP your whole team will love.

FreeAgent CRM is a fully-featured CRM. Email, call, text, set meetings, jot notes, send quotes—and so much more—directly from FreeAgent.

Read more about servis.ai

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SmartReach.io logo

Cold email software with multichannel outreach built in.

Cold email software with multichannel outreach built in. Run email, LinkedIn, WhatsApp and call sequences from one platform, with AI personalization and deliverability tools.

Read more about SmartReach.io

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Luna logo

AI-powered Email Personalization & Lead Generation Tool

Luna is an AI assistant that suggests high-quality B2B leads and sends personalized cold emails that get replies

Read more about Luna

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Demodesk logo

AI sales automation for revenue optimization

Demodesk offers an AI-powered sales platform featuring multiple AI agents that automate administrative tasks for sales teams. The system includes an AI Assistant that handles note-taking and CRM updates, an AI Coach that provides automated sales coaching and identifies deal risks, and an AI Analyst that delivers real-time insights on pipeline health and customer sentiment. The platform integrates with existing CRM, calendar, and meeting software to capture interactions and streamline workflows.

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Playbook AI logo

Cloud-based sales engagement platform

Playbook AI is a cloud-based sales engagement platform that helps revenue teams manage sales playbooks, build sales pipelines, and optimize deals.

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People.ai logo

AI-powered sales management & automation platform

People.ai is an AI-powered predictive sales management platform which automatically captures sales activity from emails, calendars, dialers, CRM systems and more. The solution aims to provide sales & marketing teams with personalized, actionable revenue insights to enable the acceleration of growth.

Read more about People.ai

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Kronologic logo

Cloud-based AI meeting scheduler for B2B revenue teams

Kronologic is a cloud-based AI scheduling platform that automates meeting booking, negotiation, and CRM write-back for B2B sales.

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BSPK logo

Grow sales with an easy-to-use CRM and clienteling iOS app

Convert sales with an intuitive and fun iOS clienteling app with proven success and a 90% adoption rate. Sales associates and management can organize customer data and easily connect with multiple communication channels through BSPK.

Read more about BSPK

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ProteusEngage logo

Workspace platform for businesses

ProteusEngage provides a centralized secure digital workspace offering multiple modules and enabling sharing and two-way collaboration.

Read more about ProteusEngage

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Salesdrive logo

Advanced sales enablement platform for commercial B2B teams

Salesdrive provides teams with an unfair competitive advantage by offering engaging presentations, compelling business cases and even AR or XR experiences. Linked to your CRM data, it helps to increase efficiency throughout the sales cycle.

Read more about Salesdrive

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ClientPoint logo

Cloud-based document and proposal and tracking software.

ClientPoint is a cloud-based document and proposal creation, management and automation solution suitable for mid-sized businesses and enterprises. The solution can be used for almost all industries, especially for sales, business and marketing teams to help generate and store documents, proposals, send them to clients and optimize the proposal and document management lifecycle.

Read more about ClientPoint

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LeadLeaper logo

Sales enablement platform for lead capture & generation

LeadLeaper is a sales enablement software that helps businesses manage outreach campaigns by capturing the contact information of leads from LinkedIn. Marketing professionals can create a list of available leads with details including name, title, LinkedIn ID, and verified email address.

Read more about LeadLeaper

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CRM in Cloud logo

Cloud-based software for managing sales and marketing

CRM in Cloud is a cloud-based customer relationship management software designed for small and medium-sized businesses. It provides a 360-degree view of your business and customer network, allowing you to manage email, leads, marketing activities, and monitoring.

Read more about CRM in Cloud

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Yesware logo

Sales Engagement Made Easy

How sales teams do meaningful email outreach at scale.

Read more about Yesware

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Cirrus Insight logo

#1 App for Salesforce Productivity & Meeting Automation

AI-powered CRM automation that builds pipeline, manages deals, and keeps your sales engine running directly from your inbox.

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Zoho CRM logo

Customer relationship management solution

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

Read more about Zoho CRM

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Vuepak logo
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Cloud-based multichannel sales outreach for B2B teams

Cloud-based AI-powered sales platform for B2B and eCommerce teams, centralizing media assets and automating multichannel outreach.

Read more about Vuepak

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Finterest logo
(0)

AI-driven prospecting for financial advisors

Finterest is an outreach automation platform designed for financial advisors, wealth managers, and related financial professionals. The software uses AI to identify prospects matching ideal client profiles and automates multi-step outreach sequences across email, LinkedIn, and phone channels. It provides real-time lead tracking, qualification tools, and integrations with CRM systems including HubSpot, Redtail CRM, and Apollo.io.

Read more about Finterest

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