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Sales Engagement Platform Software

Last updated: April 2026

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21 software options

BSPK logo

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

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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.

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Vectera logo

Meeting room scheduling and video conferencing platform

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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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Ebsta logo

Customer engagement platform with Chrome extensions

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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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Salesflare logo

Intelligent CRM for small and medium-sized B2B businesses

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Salesflare is an intelligent CRM for small and medium-sized B2B businesses, who want to sell more with less work. Unlike many other CRMs, it's very practical and simple to use. Amongst other things, Salesflare will automate your data input, send email sequences, and assist with following up leads.

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Luna logo

AI-powered Email Personalization & Lead Generation Tool

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

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Demodesk logo

AI sales automation for revenue optimization

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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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Close logo

The conversation-first CRM for small, scaling sales teams

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Close is a conversation-first CRM designed for founders and small, scaling sales teams to manage every conversation in one place — with built-in calling, email, and SMS built natively inside the platform.

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servis.ai logo

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

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

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Sage Sales Management logo

The leading mobile CRM for field sales management.

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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.

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ClientPoint logo

Cloud-based document and proposal and tracking software.

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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.

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Pipedrive logo

Cloud-based CRM solution for salespeople

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Pipedrive is a web-based sales CRM solution that helps sales teams of all sizes and industries close more deals. Pipedrive lets salespeople, business owners and everyone in between focus on selling with its customizable sales pipelines, real-time insights and AI-based features.

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ProteusEngage logo

Workspace platform for businesses

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

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Freshsales logo

Sales management solution

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Freshsales is a cloud-based salesforce automation software designed to help businesses manage leads, customer engagement, client relationships, and more via a unified portal. The platform enables organizations to create and monitor sales activities, add custom fields to capture and store customer information, and synchronize data across the entire customer journey, from prospecting to contact and conversion.

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Salesdrive logo

Advanced sales enablement platform for commercial B2B teams

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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.

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Outreach logo

Cloud-based sales execution platform for businesses

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Outreach's Sales Enagement capabilities empower sales teams to streamline prospecting workflows, maximize seller productivity by automating non-selling tasks, efficiently create quality pipeline, and drive predictable revenue growth through actionable AI-powered insights.

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Onpipeline logo

Customer relationship management (CRM) with visual pipeline

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CRM for managing leads, the entire sales process, activities, reporting, and producing price quotes and invoices. 

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Yesware logo

Sales Engagement Made Easy

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How sales teams do meaningful email outreach at scale.

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Cirrus Insight logo

#1 App for Salesforce Productivity & Meeting Automation

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

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CRM in Cloud logo

Cloud-based software for managing sales and marketing

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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.

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Revenue Grid logo

One-stop-shop for your sales engagement and analytics

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Revenue Grid

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Vuepak logo
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Cloud-based sales enablement tool for outreach.

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Vuepak functions as an AI-powered sales and marketing platform that centralizes media assets into engaging multimedia presentations while automating outreach efforts. The platform enables sales teams to create comprehensive presentations incorporating videos, audio files, images, and documents that capture prospect attention in a crowded digital environment. The system features AI sequence automation that generates personalized emails and text messages.

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