We Tried 7 Best Sales Engagement Software For Better Business Conversions

Let’s be honest: breaking through the noise in today’s sales environment is tougher than ever. 

On any given day, your prospects are bombarded with emails, LinkedIn messages, and cold calls—all of which make standing out a Herculean task. 

At the same time, at the other end of the trenches, you’ve got your sales and outreach team. They have a target, and they’re on a time crunch to contact prospects, make calls, and do their best to get more conversions. 

That’s where sales engagement software comes in, alongside many other tools that optimize teams’ performance, resource management, and overall business scalability.

But for now, we’re going to stick with sales engagement platforms to help you understand the concept, and how different tools pan out in an aggressive business environment these days.

Moving on, not all sales engagement platforms are created equal. Whether you’re a small business owner, a mid-sized company, or managing an enterprise sales team, the key to success lies in finding the best sales engagement software to fit your unique needs. 

To help you navigate this landscape, we’ve tested and reviewed some of the top options on the market. 

Let’s find out more!

What Are Sales Engagement Platforms?

Before we double down on the best sales engagement software, let’s clarify what these tools actually do. 

Think of them as the central hub for all your sales outreach activities. They provide features to send emails, make calls, manage tasks, and track engagement—all in one platform. 

These tools aren’t just for sending spammy emails; they’re about creating meaningful connections with prospects through personalization and timing.

Unlike traditional CRMs, which focus on managing relationships once they’re established, sales engagement platforms are all about initiating those relationships. In other words, these programs automate repetitive tasks, analyze engagement data, and help your team focus on what matters most—building genuine connections that lead to conversions.

What Features Should You Look For in Sales Engagement Software?

Choosing the right tool depends on your specific goals, but here are some essential features to consider:

• Cold email outreach: Automate email sequences while keeping the personalization intact.
• Multi-channel engagement: Reach prospects via email, phone, SMS, or even LinkedIn.
• Team collaboration tools: Share templates, track team performance, and manage outreach efforts seamlessly.
• Integration-friendly: It should work with your existing tech stack, including CRMs like Salesforce or HubSpot.
• Analytics and reporting: Understand what’s working (and what’s not) so you can tweak your strategy.

The Difference Between Sales Engagement Platforms and CRMs

While they share some overlapping features, CRMs and sales engagement platforms have distinct purposes. 

CRMs, such as Salesforce, are excellent for tracking long-term customer relationships, managing pipelines, and analyzing overall sales performance.

Sales engagement platforms, on the other hand, are designed to kickstart those relationships. These tools are your go-to for automating outreach, analyzing prospect behavior, and ensuring your team spends more time selling and less time on admin work. Some platforms, like HubSpot, blend both functionalities, but that can come at a higher price.

1. Trellus: The Ultimate Sales Engagement Solution: AI-Powered Tools for Better Calls and Smarter Workflows

As far as outreach, prospect engagement and conversions are concerned, Trellus is a game-changing solution: an all-in-one sales engagement platform built to simplify workflows, sharpen conversational tactics, and drive better outcomes. 

With AI at its core, this tool turns routine sales processes into efficient, high-impact strategies.

The question is: why would you go for Trellus, when there are “plenty” of other sales engagement tools available online.

Let’s find out what makes this platform worth it…

Solving Sales Challenges with an All-in-One Platform

For sales professionals, time is often the biggest challenge. 

Between dialing prospects, leaving voicemails, and logging call data, the manual workload can easily eat up hours better spent closing deals. That’s where automation and AI step in to do the heavy lifting.

An advanced sales engagement platform integrates everything a team needs into one seamless experience. 

It’s not just about making calls easier; it’s about rethinking how sales happen—automating repetitive tasks, improving conversations in real time, and optimizing workflows to focus on what truly matters: closing more deals.

Smarter Conversations Through AI

One standout feature of this platform is its built-in AI assistant, designed to support sales reps during live calls. 

This isn’t your standard “record and review” setup. The AI actively listens to calls, analyzing tone, keywords, and customer sentiment to provide instant feedback and suggestions.

Imagine being mid-conversation with a prospect and getting real-time prompts to adjust your phrasing or tackle objections effectively. 

That kind of in-the-moment coaching can be the difference between a polite “no thanks” and securing a follow-up meeting.

Key Benefits of Real-Time AI Coaching:

• Better Objection Handling: The AI detects hesitation or pushback and suggests alternative approaches to keep the conversation moving forward.
• Enhanced Persuasion Tactics: Whether it’s rephrasing a pitch or asking the right questions, the AI ensures reps deliver their message with impact.
• Continuous Learning: Over time, the AI’s recommendations get smarter, adapting to each rep’s unique style and learning from past interactions.

Automated Workflows That Save Time

Sales isn’t just about talking to people—it’s also about staying organized. 

To be honest, manually logging calls, tracking outcomes, and updating CRM systems is a major productivity killer. An all-in-one sales engagement platform automates these tasks, ensuring every interaction is documented without interrupting the flow of work.

Highlights of Workflow Automation:

• Auto-Logging Calls: Each call is tracked, categorized, and synced with your CRM automatically, leaving no room for error or missed data.
• Voicemail Drops: Pre-recorded messages let you leave personalized voicemails without having to repeat yourself 50 times a day.
• Pause and Resume: A workflow feature ensures reps can pick up exactly where they left off, so nothing slips through the cracks.

In a nutshell, the platform frees up valuable time for sales teams to focus on building relationships and driving results.

Seamless CRM Integration for Effortless Data Management

Switching between multiple platforms to access customer data, manage campaigns, and track performance can slow down even the most efficient sales teams. 

This sales engagement platform tackles that issue head-on with seamless CRM integration.

Working directly within your CRM means all your data is in one place, reducing errors and making it easier to plan next steps. So, regardless of whether you’re tracking leads, analyzing campaign results, or preparing for follow-ups, everything you need is just a click away.

Why CRM Integration Matters?

• Centralized Information: No more toggling between tools or searching for lost data.
• Faster Decision-Making: With all your metrics and insights in one place, it’s easier to identify opportunities and adjust strategies.
• Team Collaboration: Everyone works from the same dashboard, ensuring consistent workflows and better communication.

Advanced Analytics for Better Insights

Sales success often hinges on understanding what’s working and what isn’t. The platform’s analytics tools provide a detailed view of team performance, helping managers and reps identify trends, refine strategies, and improve outcomes.

From tracking call volume and email engagement to analyzing conversion rates, these insights empower teams to make smarter decisions.

What the Analytics Cover?

• Call Outcomes: Identify which approaches lead to the best results.
• Team Metrics: Monitor individual and team performance to spot areas for improvement.
• Pipeline Insights: Understand where prospects are in the sales cycle and what’s needed to move them forward.

Plans for Every Business

This platform understands that no two businesses are alike, which is why it offers flexible pricing options to suit different needs. 

Free Forever Plan

• Ideal for startups or teams exploring the platform’s capabilities.
• Includes basic AI-powered calling features and essential tools to improve call quality.

Power Plan

• Designed for small to mid-sized teams aiming to optimize daily operations.
• Features include unlimited single-line dialing, voicemail drops, call transcripts, and workflow automation.

Business + Enterprise Plan

• Tailored for large organizations with complex needs.
• Offers advanced CRM integrations, enhanced AI-driven analytics, and customizable workflows.

Post-Call Engagement Made Easy

A successful sales call doesn’t end when you hang up. This platform ensures leads stay engaged through automated post-call workflows, including email summaries and follow-ups.

Post-Call Features

• Email Summaries: Automatically generated emails highlight key points discussed and outline next steps.
• Follow-Up Reminders: Never miss an opportunity to reconnect with prospects.
• Actionable Insights: Diagnostic data provides clear feedback on what worked and where improvements are needed.

These tools ensure that every interaction is meaningful and sets the stage for the next step in the sales process.

Alternative Best Sales Engagement Software

Trellus isn’t the only solution to engage potential leads. 

There are plenty of other options.

Some of these tools are designed to increase your sales team performance, while others impact collaboration, stakeholder management, workflow optimization and such other things.

Having said that, let’s dig in and explore some of the best sales engagement software options, each with unique strengths tailored to different sales teams.

2. Outreach – A Full Stack Sales Engagement Platform

Outreach is a juggernaut in the world of sales engagement platforms, offering a feature-rich solution for businesses that want an all-in-one tool. 

From sourcing prospects to automating follow-ups, it covers every stage of the sales process. 

But the best part is that Trellus can be integrated into your Outreach environment, so that you can not only resume your workflow, but also do so at twice the speed – and that too, with better results.

Key Features

• Build prospect lists directly within the platform.
• Automate outreach using a library of proven email templates.
• Track engagement metrics in its built-in CRM.
• Access account-based marketing tools to target decision-makers more effectively.

Pros

• All-in-one functionality reduces the need for additional tools.
• Customizable email sequences and templates streamline your campaigns.
• Supports robust multi-channel outreach.

Cons

• The user interface can be tricky for beginners to navigate.
• Limited visibility into past email interactions with prospects.

Ideal For

Mid-sized to enterprise-level sales teams looking for a comprehensive sales engagement platform that integrates with their existing CRM.

3. Yesware

Yesware is the ultimate tool for teams focused on email outreach but with a dash of multi-channel capabilities. 

It’s simple to use, integrates well with popular CRMs, and includes automation features to save time.

Key Features

• Create and send personalized email campaigns in bulk.
• Track email open rates and follow up automatically if needed.
• Book meetings with built-in calendar tools.
• Integration with Salesforce for seamless data sharing.

Pros

• Multi-touch campaigns keep prospects engaged across channels.
• Excellent for tracking email performance.
• Affordable entry-level pricing for small teams.

Cons

• Lacks advanced features for cold calling or SMS outreach.
• Email tracking doesn’t provide detailed insights into recipient behavior.

Ideal For

Small to mid-sized businesses that prioritize email campaigns and don’t need extensive multi-channel features.

4. GMass – Perfect for Gmail Power Users

If your sales team lives in Gmail, GMass is a lightweight yet powerful solution. 

This sales engagement software enables large-scale email campaigns without leaving your inbox, making it a great option for teams who want simplicity without sacrificing results.

Key Features

• Send emails directly from Gmail using a Google Sheets contact list.
• Automatically follow up with non-responders.
• A/B test email copy to optimize campaign performance.
• Detailed analytics to track open rates and responses.

Pros

• Incredibly easy to use for Gmail users.
• Affordable pricing, starting at under $20 per month.
• Excellent for small-scale campaigns.

Cons

• Limited to Gmail; not compatible with Outlook.
• Takes time to configure and set up properly.

Ideal For

Solo entrepreneurs or small teams looking for a cost-effective sales engagement software for email outreach.

5. HubSpot Sales Hub – For All-in-One Functionality

Everyone has heard of HubSpot at some point in their career. 

Especially if it’s a sales related business, or an online platform where sales, productivity and conversions need to be gauged, Hubspot is one of the go-to options for such purposes.

HubSpot’s Sales Hub combines sales engagement app with a powerful CRM, making it a great choice for teams that want everything under one roof.

Key Features

• Automate email sequences and track engagement in real time.
• Use task management tools to streamline your sales process.
• Analyze pipeline performance with built-in reports.
• Access advanced conversation intelligence to improve sales calls.

Pros

• Free to get started with paid options for advanced features.
• Integrates with the broader HubSpot ecosystem for marketing and customer service.
• Excellent for tracking the entire sales pipeline.

Cons

• Requires full adoption of the HubSpot platform.
• Can become costly as your team grows.

Ideal For

Small to mid-sized businesses ready to commit to a single platform for sales and marketing.

6. Close CRM

Close combines a powerful CRM with outreach features, making it one of the more comprehensive options on this list.

Key Features

• Automate email, SMS, and phone call sequences.
• Integrated Zoom scheduling to streamline video meetings.
• Track team performance with detailed analytics.

Pros

• Excellent for managing multi-channel outreach.
• Easy to use, even for non-technical sales teams.
• Flexible pricing options for growing businesses.

Cons

• Not specifically designed for cold outreach.
• Costs can add up with larger teams.

Ideal For

Sales teams that need a CRM with robust engagement features.

7. Salesloft

Salesloft is a sophisticated sales engagement platform geared toward enterprise teams running complex campaigns.

Key Features

• Includes tools for email, phone, and LinkedIn outreach.
• AI-based call analytics provide performance insights.
• Advanced CRM integrations ensure data is always up to date.

Pros

• Ideal for large teams needing advanced features.
• Tracks the entire sales journey from lead to close.
• Helps identify and prevent customer churn.

Cons

• Requires significant onboarding and training.
• Analytics features could be more detailed.

Ideal For

Enterprise-level companies managing high-volume sales campaigns.

Why Trellus Is Your Go-To Sales Engagement Solution

We’d be remiss not to mention Trellus as a top contender in the best sales engagement software category, alongside others. 

Designed for collaborative teams, Trellus simplifies multi-channel outreach with tools for cold calling, email automation, and more.

With Trellus, you can:

• Combine cold and warm calling for effective prospecting.
• Manage your entire team’s outreach efforts in one platform.
• Track engagement metrics to optimize your strategy.

Get started in minutes with a free trial and see how Trellus can revolutionize your sales process.

Try One, Or Try Them All!

The right sales engagement app online can transform your sales process, helping you connect with prospects in a meaningful way and move them closer to conversion. 

When you’re ready to take your outreach to the next level, tools like Trellus and the others on this list can help you streamline workflows, close deals faster, and boost conversions—all without breaking a sweat.