Best Sales Engagement Software for Microsoft 365

HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. HubSpot CRM is more than just a tool. It's the lifeblood of your business. Our CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. Our platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow. Get a demo to learn about our premium software, or get started with our full suite of free tool.

VeloxyIO Inc. is an AI-powered sales software that provides predictive forecasting and sales enablement for Salesforce CRM. Our mission is to empower Sales Reps to engage with Salesforce and get more from it than they put in. We also provide better forecasts and analytics to Sales Management to see which actions really drive the pipeline. The right data at exactly the right time! Inbox and Veloxy Mobile automatically log actions such as calls, emails opened, replies, opens, and clicks. This makes it easy to add and maintain information while on the move, making it a natural step in your sales workflow. These tools provide Sales Reps with the right data at the right moment based on their context, location, and upcoming events. This allows them to focus on their priorities without having the need to search for anything. You can see which actions really drive pipeline growth! Veloxy Analytics provides Sales Managers and Ops with more accurate forecasts based upon historical analysis of biases and the analytics tools that allow them to examine how different sales activities relate to pipeline growth.

QUOTE SMARTER. FASTER AND MORE PROFITABLY One incorrect quote can ruin your reputation and hard-earned reputation. A wrongly quoted price can make a deal go sour. Don't put your business at stake. servicePath is a configurate, price and quote (CPQ), platform that makes complex quotes easy. ServicePath makes it easy to create quotes that take hours and involve multiple departments. ServicePath allows you to view all the latest cost elements and solution configurations on one platform, reducing the risk of issuing a poor quote. ServicePath makes it easier to do business with you.

Demodesk is the number one customer meeting platform for success teams and sales reps. Our platform empowers customer-facing reps to be top performers by guiding them in real time, automating non-selling tasks, and engaging customers at a whole new level. Demodesk automatically loads the best playbook into every customer meeting, providing reps with the right slides and web apps to present, talk tracks, and battle cards on the spot. Sales teams can automate tasks that are not related to selling, such as meeting preparation, scheduling, and CRM documentation. Our screen sharing technology allows customers to interact with the software during meetings. AI-based insights allow sales leaders to understand what's happening on the call, what works, and coach teams in an environment where everyone works remotely. Demodesk seamlessly integrates with your entire tech stack, including G Suite, Microsoft Office and Salesforce.

#1 Custom CRM Software for Business. Automate Sales, Marketing, and Service to Boost Your Growth Automated sales force tools to track, monitor, and manage your pipeline. Increase your sales efficiency by closing more customers. Marketing automation platform to convert leads into sales using email, campaigns, and more. Customer service platform for ticket management. Automate the sale and lease of real property assets intelligently by utilizing site visits, reservations bookings, and possession. Equipment downtime and cost reduction can be achieved while improving team productivity through enterprise facilities and asset management. Dealership Management System (DMS), simplifies automotive inventory, marketing, sales, and service management. Automate the asset lifecycle from procurement, inventory tracking, transfers and maintenance to retirement. Smart analytics allow you to manage customers efficiently with profiling, loyalty and trend analysis.

More than just appointment scheduling software. Pexip Engage (formerly Skedify), helps clients-facing advisors be easily accessible and available. Enterprises that don't sell products or services online can enjoy a frictionless scheduling and video experience. Instead of guiding their customers through the most critical points in their customer journey, Pexip Engage provides a seamless scheduling and video experience. The first optichannel platform for engaging customers in conversation. Medium-sized and large businesses in Banking & Insurance and HR & Recruitment. They don't sell products online but rather provide expert advice to their customers at crucial moments in their customer journey. These industries have 90% of their customers starting their buying journey online. Pexip Engage assists organizations in making their advisors available, available and relevant by providing frictionless scheduling and video experience to their customers. This makes these conversations possible.

Close is the top CRM for small businesses and startups looking to win more deals in less time. Your team can communicate with prospects or customers in one place using built-in SMS, email, and calling. It's an all-in-one platform that you can use as a standalone tool without the need for any additional sales email tools or calling products. Close is cloud-based and affordable. It's also easy to use and has straight-forward pricing. This makes it a great fit for small and medium-sized businesses. Plans start at $49//month. Close was designed to make salespeople as efficient as possible. With just one click, you can make and receive calls. All calls are automatically logged (no need to enter any data manually!). The phone rings and leads activity information is displayed immediately. This means that you always have the data you need! Support is available via email, phone, FAQ documentation online, and a self service knowledge base.

You can easily create actionable videos anywhere you are to increase engagement, bookings, sales, and revenue. Increase engagement on social media and emails. You will have more meaningful appointments in your calendar. Your sales funnel will help you get more prospects. Dubb video landing pages can be easily sent via email or SMS to convert viewers into clients. We are here to meet you wherever you are. Get a free trial of Dubb today to discover how we can help you with video. You can easily create dynamic business videos using the Dubb Mobile App. You can share your videos on your favorite channels, and make multiple calls-to action. Track your contacts' engagement via email, forms, video, and calls-to action. The Dubb Mobile App allows you to easily create dynamic business videos. To increase conversions, share to your preferred channels. Track your contacts' engagement via email, video and calls to action.

The Outreach Sales Execution Platform allows sales teams to create pipeline efficiently and predictably close a greater number of deals. Outreach is the only platform that empowers all sales organizations -- from sellers, to front-line managers and sales leadership to ops -- to close more pipeline. If you want to win more sales by personalizing, prioritizing and analyzing your sales activities, then turn to Outreach. Outreach is the #1 platform for sales engagement that helps sales teams be more effective. Outreach can help you achieve your sales targets by optimizing workflows and creating pipelines. The top tools include sales sequences, dialer, tracking and email, outreach everywhere, content and email templates, analytics, reporting, and coaching analytics.

HubSpot's sales software will notify you when a lead opens an email. You can also track every interaction and organize all of your activities in one place. Start free and grow as you go. HubSpot's sales tools make it easy to save time at all stages of the funnel. You can queue up personalized reminders and follow-up emails that are automatically delivered at the right time. You can turn repetitive emails into templates, track their performance, and share the top ones with your entire team. You will be notified when prospects open an email, click on a link or open an attachment. This will allow you to follow up with the most important leads quickly and efficiently. You can connect with prospects via live chat on your website. This will eliminate back-and-forth emails and missed calls. Send a link to let leads choose a time that suits them both. Automate manual entry by automatically logging every lead's contact information, email opens and clicks. Automate tedious tasks such as lead rotation.

Get the missing features for Outlook and Gmail. Cirrus Insight provides all the features you need in a single solution. Salesforce integration: Everything you need from Salesforce right in your inbox Automate your sales process and save time by automating. Cirrus Insight features: * Email Tracking and Templates * Drip campaigns * Follow up reminders * Meeting scheduling * Salesforce Integration * Attachment tracking * Add Salesforce * Cirrus Insight Analytics * Cirrus Insight Google Calendar * Cirrus Insight for Mobile * Create new Salesforce records * Edit Contacts and Leads * Email Templates and Campaigns * Get the Best of AppExchange Salesforce - Instantly View All Customer Information

Your CRM shouldn't stress you out. Nutshell is an all-in-one CRM, sales automation, and email marketing platform that helps B2B organizations work together to win more deals. Simple enough for any user and powerful enough for any business, Nutshell is built for teams who are tired of managing separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. Every Nutshell subscription includes unlimited data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. Nutshell integrates with the software that small businesses already use, including Google Workspace, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers native iPhone and Android apps. A leading small business CRM with thousands of customers worldwide, Nutshell is ideal for any B2B business that relies on building relationships, including manufacturing companies, professional services companies, software and technology companies, wholesalers, and non-profits. Give Nutshell a look. We love growing business.

The Smart, Simple CRM for Office 365 and G Suite Teams. You don't need to set up. Nimble is the only CRM to build itself. Nimble is already helping thousands of teams work smarter every day. Nimble makes it easy to organize your contacts. You can build relationships, find opportunities, reach your goals, and create connections. Today Page organizes your tasks, social signals, pipeline, appointments, and schedules in one intuitive dashboard. You can automatically combine contacts, social media connections and communications with over 160 apps and CRMs to create one unified relationship manager. To view a 360-degree view and find contact information, as well as the interaction history of your team members, you can easily locate them. You can also add notes, change deal status, or access social handles.

Stop trying to manage multiple tools. Freshworks CRM, formerly Freshsales and Freshmarketer, is now AI-powered. It gives you a 360-degree view of your prospects and customers, with the combined power and efficiency of marketing automation, salesforce automation, chat and telephony. Freshworks CRM powered by Freddy AI helps you discover the best leads, increase customer engagement, close deals, and nurture your existing customers with a smart, comprehensive system. Freshworks CRM gives your sales team access and control over a better CRM. Freshworks CRM is a feature-rich CRM and lead management tool that empowers high-velocity sales team members to win more sales opportunities and take the guesswork and work out of sales. The platform includes built-in phone, email, task management and appointments, notes, user behavior tracking and reporting, as well as reporting and deal management. You can have conversations that are contextual. Increase your chances of securing more business opportunities. Attract visitors and convert them into leads.

The easiest to use sales software makes it easier to win more business. Everything you need to prospect, set up meetings and follow-up. You don't need anything more (actually, you get great support). It's 100% free to install. No credit card required. You can easily connect with your buyers via email and social media. You can quickly schedule additional meetings with your target buyers. Follow up with the right message at the right moment. Increase your business renewals, upsells, cross-sells, and new business. Data security and regulatory compliance are our top priorities. To protect customer data, we invest heavily in technology and partner relations.

Personalize cold email campaigns, automate follow ups, and engage with leads through all channels. lemlist is both your cold email and sales automation software. Lemlist can solve any outreach automation problem, from small teams to large groups of 200+. You can increase your reply rates by communicating one-on-one with each prospect. Write custom intro lines and call to actions. Automatedly insert any screenshot, text or logos into your emails. You can embed videos and create dynamic landing pages. Send powerful cold emails, create follow-ups that aren't generic, and open up more opportunities for your company. Engage with your leads on autopilot across multiple channels to close more deals One click add cold calls and dial prospects Add custom tasks and social-selling. Sync seamlessly with your team to quickly see where a lead is at.

Establish meaningful B2B relationships. Use an intuitive cold email tool to reach out and follow-up across channels. You can be confident in your delivery. Unique algorithm that uses human behavior to deliver 100% messages to your main inbox. Only send to verified email addresses. This is done automatically and in real-time. People will appreciate personalized messages. Follow up using the best channel. Automated measurement of campaign success. Our AI-powered system analyzes all replies and shows how many were positive. Get a clear view of how effective your strategy.

Gmail's mass email service. You'll get the highest open rates ever. Send cold emails with sequences that maximize response rates. Send mail merge campaigns that include automatic follow-ups. Not CSV files, pull from Google Sheets. As replies to each thread, send emails. Personalize. Schedule. Track opens, clicks and replies. To maximize delivery, validate your list using our built-in verifier. CSV files are gone. Connect to Google Sheets to send a mass email personalized using any column in your spreadsheet. Gmail's powerful search tool allows you to locate messages that contain recipients to whom to send an email. Click the Build Email List button to load a Compose window containing the email addresses you found in the messages. This is the only mass email service that does it!

SmartCloud Connect for Salesforce takes inbox and calendar integration to the next level. SmartCloud Connect is a highly customizable, all in one solution for modern sales teams. It brings Salesforce directly to your inbox, so you can streamline document management. SmartCloud Connect allows sales reps, managers, sales operations, service professionals, and sales personnel to see their clients 360 degrees right from their inbox. They can sync their email, calendar, contacts, and other objects with any custom object, and know what happens to your email after it has been sent. SmartCloud Connect is compatible with Office365, Outlook and Gmail, Mac, iOS.

Close more deals faster. All-in-one sales engagement platform and B2B database. Autoklose is a platform for entrepreneurs, sales and marketing. It can help you and your team. Our vast database contains verified B2B leads from various industries. You can target the right prospects by using a variety of powerful filters and using our large database. Engage your prospects, convert them into loyal customers, and send out a series of highly targeted emails at scale. You can also fine-tune your campaigns in real time and automate your sales process. Manage your teams, monitor the performance of each team member, and analyze reports right from your dashboard. Monitor your rates - sent, delivery, bounce. Track your KPIs opens and clicks and take smart actions. Instantly access your campaign stats. Track your bounce, open, click-through and delivery rates. You can easily predict customer engagement patterns, behaviors, and more.

With a multi-channel sales outreach platform, you can book more meetings. Outplay is the new-age platform for sales engagement and the only tool your team will ever need in order to achieve their sales goals. Your buyers are more informed than ever, and they are active on multiple platforms. Don't forget to send emails to your sales team. Outplay's multichannel approach allows your sales team to follow and reach buyers wherever they are, whether it is email, phone or text/SMS, LinkedIn, Twitter, or LinkedIn. A powerful dialer to boost your sales process and convert target accounts into happy customers. Your sales teams can make and receive calls right from their browsers, no matter where they are. If you're reaching out directly to pre-qualified prospects, don’t let Intercom/Drift surprise them by asking re-qualifying questions whenever they visit your website. Instead, impress them with your willingness to engage in conversation and the ability to book meetings quickly.

Software that helps you manage and create a team artificially intelligent sales reps. You can create a team of sales bots that can send emails, qualify prospects and accelerate your sales pipeline. Sales Innovator allows companies to create a team of artificially smart sales robots to help them achieve their outbound and inbound sales goals. Scale an infinite number of Artificial Intelligent (A.I.). Sales robots that can send emails, qualify prospects and help you increase your sales pipeline. Robots can be the first point to contact prospects who have recently requested contact online. Partner referrals for low-scoring leads. Robots can be your second point of contact for prospects who have expressed high interest (after your sales rep tried outreach). Robots can initiate contact with prospects who have expressed interest in the robots. Unresponsive for more than 90-days, or closed/lost.

Create product experiences that are relevant to every stage of the customer journey. It is important to tell your product story clearly, and it should be embedded everywhere. Make sure your presentations are flawless and leave no trace. Make it easy to follow self-paced training guides. Self-guided demos let people experience your product without worrying about getting lost or breaking it. A simple and intuitive experience allows you to communicate clearly and effectively your value. Highlight key points to give people a lasting impression about your product. Regale Studio allows users to easily capture images and animations, keep track of where they clicked, and then quickly assemble them into a demo. To meet your specific needs, you can quickly create demos of desktop, mobile, and web applications. You can easily edit your demos and keep them in sync with the product. You can create a live experience without having to set up and configure custom demo environments.

Mystrika streamlines sales processes with AI-powered tools that allow personalized email outreach, unlimited warmup and sales automation. This allows you to close more deals with less effort. Mystrika is a great tool for businesses that want to increase their conversion rate and sales. Connect your accounts to increase your response rates. You can track your email campaigns easily and turn those leads into loyal customers. Mystrika is a revolutionary tool that will help you grow your business. Mystrika's automated email series feature takes the hassle out and increases efficiency in your sales process. Our platform allows you to quickly set up a highly personalized follow up sequence that is effective and efficient. This frees up time for other important tasks. The value-add follow up provides additional information about your product and highlights the benefits to the lead. This step engages the lead further and positions your brand to be a solution to their needs.

You can create highly personalized cold emails and automate follow ups to get replies like a pro. This powerful outbound prospecting automation tool allows you to generate more replies through hyper-personalized, one-to-one email messaging. You can have hundreds of one-to-1 conversations with your email subscribers, making each recipient feel unique. To make each message unique, automatically use personalized first lines, custom texts, and other variables. You don't need to use one account to send hundreds upon hundreds of messages. Instead, you can leverage multiple accounts to scale. This will enable you to have more conversations, engage with more leads, gain new customers, and grow your revenue faster. Automate conversations across multiple email accounts. Increase outreach and get more replies. Send unlimited follow-ups and personalize your cold email sequences.