7 Best Sales Engagement Tools in 2023 to Master Sales

Created On
November 20, 2022

Did you know that, according to 40% of sales reps, prospecting is the most critical and complex part of a sales journey? The stat doesn't make your day easier, but sales engagement tools can.

Sales software is only growing its popularity and profits with time, proving its effectiveness. If you've been looking for the best sales engagement platform for your business, you've reached the right destination.

This article will discuss how sales engagement platforms can help you grow your business. We have also listed the best 7 tools in 2023 to make your job easier.

Let's get started.

Sales Engagement Tool: A Brief Introduction

Sales engagement tools are software that helps businesses interact with their customers faster and more efficiently. This software helps align the marketing and sales tasks altogether, which is beneficial for the business and the customers.

Engaging and keeping track of numerous interactions within a large organization is difficult. That's where sales engagement tools come in. You can integrate your CRM with stand-alone sales engagement tools to better manage sales and marketing efforts.

Here's what sales management tools do:

  • Sales action automation: e.g., sending follow-up emails
  • Customer Outreach
  • Customer insight data collection
  • Analyzing sales data and forecasting
  • Sales activity and task tracking

Differences Between Sales Engagement Platforms and CRM

You must have come across CRMs while searching for sales engagement tools because both of these platforms share some similarities. Fundamentally, both of these serve different purposes.

  • CRM software is usually used for contact or lead management. CRMs store customer and sales data in a centralized database. In comparison, Sales Engagement Tools are used to analyze sales trends, customers' intentions, and sales forecasting.
  • Customer Relationship Management tools help businesses keep track of their marketing campaigns and generate fresh leads. On the other hand, Sales Engagement tools help track campaigns' responses and schedule meetings & calls.
  • CRMs work as task management software related to customer interactions. In contrast, Sales Engagement Tools are used to track sales teams' performance. These also help create sales forecasting, pipeline, and sales funnel.
  • CRMs are sales reporting tools, whereas Sales Engagement Tools are more inclined toward opportunity management and pipeline management.

What Should You Look for in a Sales Engagement Tool

Sales engagement is the most crucial stage where you turn a prospect into a customer. The process must be inexpensive, easy to operate, and hassle-free.

While choosing a sales engagement software for your business, keep the following things in mind:

  • Automated data logging
  • CRM integration
  • Sales pipeline building
  • On-time and accurate reporting
  • Email automation
  • Easy interface
  • All-in-one dashboard

Benefits of Sales Engagement Platforms

1. Stay One Step Ahead with Planning

Nobody wants to go through old scattered data to close a sales deal. Most of the best sales engagement tools offer a sales pipeline as well.

A sales pipeline enables companies to develop step-by-step plans to close sales deals.

Sales pipeline also helps customer reps to see exactly where a customer is on their journey. It means no need to keep records handy; you can follow up contextually from where you've left it.

2. Organized Workflow

Sales engagement tools keep everything organized in a central database so that you don't have to switch tabs or dig through sheets.

It helps sales reps to focus on the customers and cater to their needs.

An organized workflow means better communication, less confusion, fewer chances of missing information, better chances of conversion, and cost reduction.

3. Faster Conversions

Imagine the painful task of checking each customer's positions on their customer journey and sending follow-up emails; it's hectic and time-consuming.

Sales engagement tools usually come with sales automation features. It means you can perform some of your sales processes through automation quickly.

As a result, it saves time and helps keep constant communication with customers.

4. Detailed Reports and Analytics

Measuring marketing campaigns' success is easier with sales engagement tools. They collect sales data from campaigns and provide you with detailed on-time reports on the engagement activities of prospective customers. Also, some platforms, such as Smartlead, can provide data-based sales forecasts.

You can improve your pipeline based on the previous data and step up your sales game with more conversions.

5. Fast Engagement with Customers

Sometimes, you just gotta be fast to win the sales game. If your emails reach your prospects' inboxes late, the chances are that they may have already decided to go with your competitors.

With automated actions and email template banks, sales engagement tools help you personalize communication and send emails faster.

These platforms send automated emails as soon as you find leads, even if you are busy doing something else. This way, you can always stay ahead of your competitors and see better conversion rates.

7 Best Sales Engagement Tools in 2023


Smartlead is an excellent combination of sales engagement and cold emailing tools. This tool offers unlimited email warmups, so users don't miss a lead.

Also, the AI-powered writing tool helps create personalized emails based on customer interaction data and intent. What makes it stand out is its automated follow-up feature.

Also, it offers a master mailbox to make communication and tracking easier, and sales reps can focus on closing deals.

Smartlead offers real-time updates and data-driven market prediction, which helps businesses create their next marketing moves. The sales pipeline and sales funnel make it easier to automate the process and focus on closing deals.

Smartlead Homepage

Standout Features

  • Master inbox
  • AI-powered writing tool
  • Sales funnel and pipeline creation
  • High deliverability IP address
  • Email sequences
  • Unlimited automated email warmup
  • Reports and Analysis


  • Basic: $29 per month
  • Popular: $69 per month
  • Pro: $94 per month
  • Custom: Customizable upon discussion

HubSpot Sales Hub

HubSpot ranks 2nd for its all-in-one service, sales, marketing, content management, and operations tools. Its Sales Hub offers sales engagement platforms as well as selling tools or e-commerce websites.

The fully customizable and visible pipeline helps sales reps track each customer's progress in real-time. HubSpot can also track your calls and emails sent to the customers and automatically keeps track in the integrated CRM.

You can integrate this sales software with various modes of communication, including social media handles and ESPs.

HubSpot Sales Hub Homepage

Standout Features

  • Customer database
  • Lead management
  • Sales forecasting
  • Pipeline building
  • Real-time reports
  • Referral tracking
  • Contact management
  • Sales prospecting


  • Starter: $45 per month for two paid users
  • Professional: $450 per month for five paid users
  • Enterprise: $1200 per month for ten paid users

Zendesk Sell

This sales engagement software boasts numerous impactful and innovative sales engagement features for all kinds of businesses. First, it is user-friendly and lets you communicate with your clients on their preferred channels.

Zendesk Sell allows sales reps to connect directly with prospects and discuss what works for them and what doesn't.

Moreover, Sell, like Smartlead, is integrated with a powerful lead generation tool (AI-powered) so that you can find industry-specific verified leads and get the maximum out of your outreach campaigns.

The mobile connectivity makes it stand apart from the crowd, as you can manage your sales tasks while on the go. Zendesk works as a cloud-based CRM as well.

Zendesk Sell homepage

Standout Features

  • CRM and sales engagement software
  • Workflow automation
  • Lead generation and AI verification
  • Sales engagement
  • On-time reports and predictive analytics


  • Team: $19 per user per month
  • Growth: $49 per user per month
  • Professional: $99 per user per month


If you are looking for sales engagement software to improve your business practices, Apollo.io is the perfect platform for you. Apollo aims to highlight the areas to improve a user's business.

With its intuitive and data-driven analysis, you can deploy best practices for your business. Apollo allows its users to generate industry-specific and relevant leads through its prospect searcher tool.

Moreover, with the built-in integration, you can search for potential leads on LinkedIn. And the best leads are saved directly to the CRM database.

Apollo Homepage

Standout Features

  • CRM integration
  • Chrome extension
  • Marketing account intelligence
  • Real-time reports
  • Sales funnel


  • Free: $0
  • Basic: $19 per user per month
  • Professional: $39 per user per month
  • Enterprise: $5K per user per year


Outreach leaves no room for guesswork with its AI-powered deal insights. Outreach helps businesses automate their sales process, from launching email campaigns to closing deals.

Moreover, Outreach offers prediction-based reports to its users so that they can blueprint their next marketing move. It optimizes sales workflow by creating pipelines automatically and manages sales workflow with a revenue intelligence tool.

Outreach Homepage

Standout Features

  • Automated pipeline generation
  • Revenue Intelligence Solution
  • Sales intelligence tool
  • Real-time analysis and reports
  • AI-powered Deal Insights
  • Sales engagement automation
  • CRM integration


  • Fully customizable upon quotation


Next up on our list, Mailshake is compatible with almost all top CRM tools. The best thing about Mailshake is that it automatically collects accurate leads and contacts them.

Although this platform makes Outreach completely automated, it leaves the opportunity for personalization within communications and customer outreach.

Moreover, Mailshake offers many useful integrations besides CRMs, such as Slack, GMass, GSuite, Outlook, etc.

Mailshake Homepage

Standout Features

  • Lead catcher
  • LinkedIn automation
  • Multi-channel Outreach
  • Pipeline-focused Outreach
  • Dynamic content
  • Subscriber management


  • Email Outreach: $58 per user per month
  • Sales Engagement: $83 per user per month


The last addition to our list, Pipeline, is a CRM platform and sales engagement software. This is the right platform for you if you are looking for a sales tool for small and medium-scale businesses.

Pipeline offers complete tracking of your cold email campaigns and creates reports based on each customer's journey through an outreach campaign. Its predictive analytics helps users close deals faster and create future tactics.

Pipeline Homepage

Standout Features

  • Lead generation and qualification
  • Marketing automation
  • Sales funnel
  • Cold email marketing
  • Social media integration


  • Start: $25 per user per month
  • Develop: $33 per user per month
  • Grow: $49 per user per month


Experiencing a new platform can be challenging for sales and marketing teams. But B2B sales engagement platforms are here to make your jobs easier.

Pick up the right software for your business, walk your sales team through the workflow, and provide them with the necessary training.

Once you pick up the pace, there is no turning back. Keep your sales team relaxed and skyrocket your revenue. 

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

  • dfbvrsg
  • svsv

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Author’s Details

Sattwik Das

Sattwik is a Digital Marketing professional at Smartlead. He is a dedicated content writer who focuses on juggling words to bring out meaningful content. He is experienced in well-researched and SEO-optimized content creation, content editing, and copywriting for various businesses throughout the globe. His expertise in SEO, SMM, and SMO with a touch of creativity helps businesses grow and maximize their credibility and sales.


Edited by:


People will also read

Frequently asked questions

General Questions

What are active leads?

Active leads are the contacts you upload in Smartlead, similar to contacts in HubSpot; if you upload 1000 leads to a campaign, they are considered 1000 active leads. If you upload similar leads to a new campaign, they are not considered a “new active lead” as they already exist in our system.

Do you provide mailboxes, or do I need to connect my own?

We don’t offer mailboxes yet. You need to get your own dedicated list of mailboxes using popular providers like Gmail, Outlook, Zoho, and others that exist in the market. Once you get them, follow our detailed guides to connect them quickly.

Do you offer guides and articles on succeeding with cold emails?

Absolutely, one of our most popular guides can be found right here. It's been used by a large percentage of users to go from zero to cold emailing experts. Covering all topics from email infrastructure to copywriting and lead sourcing.

Is another tool needed for warmups?

No, Smartlead has over 200,000 highly reputed mailboxes connected. The advantage you get along with naturalized AI conversations is access to aged domains you will never find in any warmup tool.

What is the API commonly used for?

It is used popularly by agencies to automate their entire lead generation process as well as to connect Smartlead to external tools to push and pull data from. You can also connect to 1000s of apps using Zapier.

What type of businesses sees the most success with Smartlead?

Anyone that can close deals from demos will succeed with Smartlead. It works for Sales companies, Marketing agencies, SaaS businesses, Recruitment, and offline companies (like construction).

Do you provide me with lead sources?

We do not provide you with leads. You will need to use other data providers. These leads can be automatically added to Smartlead using our API or bulk uploaded via our CSV upload system.

Do you integrate with any CRMs?

We're building native integrations with Hubspot, Salesforce, Close, Pipedrive, and many more. The best part, due to our open API and Webhook infrastructure, you can connect to any CRM in the world without an issue.

How many team members can I add?

You can add an unlimited number of team members, as well as assign them roles and authority access.

Do you have custom plans beyond the Pro plan?

Yes, it's common for many people to move to Custom plans after a few weeks. You can view all the options for up to 10M leads on the subscription page once you sign up for free.

Powerful Automated Email Marketing that Drives Sales.

  • All Features Included
  • No Credit Card Required
  • Free Warmup Included