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Best Mailshake Alternatives

Written by Paddy Stobbs

Co-Founder & CEO

Edited by Steph Leung

Product & Operations Lead

Updated onMar 14, 2025
Mailshake has established itself as a popular sales engagement platform for businesses looking to streamline their outreach efforts, but it’s not the only player in this competitive space. While Mailshake offers email automation, basic multi-channel capabilities, and campaign management tools, several alternatives provide specialized features that might better serve specific business needs. Amplemarket delivers sophisticated multi-channel campaigns with advanced AI capabilities and a modern interface. FlashRev excels with its powerful native dialer and innovative calling features for phone-centric teams. Apollo stands out with its comprehensive contact database and robust management tools. Lemlist prioritizes quick setup and responsive support for teams needing immediate deployment. Meanwhile, Outreach caters to enterprise-level sales operations with advanced analytics, a modern interface, and enterprise-grade security. In 2025, choosing the right sales engagement platform means carefully evaluating these alternatives against your specific requirements to determine which solution will best drive your outreach success.

Best alternatives to Mailshake

For sophisticated multi-channel outreach campaigns:

Amplemarket product logo

Amplemarket

Stackfix Rating:

7.0 / 10

Amplemarket stands out as a sophisticated choice for multi-channel outreach campaigns through its modern interface, powerful AI capabilities, and comprehensive feature set. While Mailshake offers basic multi-channel functionality with a dated interface and limited automation, Amplemarket delivers a polished experience with advanced LinkedIn automation, voice cloning for personalized messages, and an AI sales copilot that intelligently crafts custom sequences. Its native contact database of 300M profiles provides robust prospecting capabilities compared to Mailshake’s minimal database, while its modern drag-and-drop sequence builder enables more intuitive campaign creation versus Mailshake’s rigid interface. For teams seeking to execute sophisticated outreach at scale, Amplemarket’s combination of advanced automation, comprehensive analytics, and seamless multi-channel coordination makes it a preferred solution over Mailshake’s more basic offering.

Jump to product

For Organizations needing advanced phone capabilities:

FlashRev product logo

FlashRev

Stackfix Rating:

5.7 / 10

Organizations needing advanced phone capabilities will find FlashRev’s powerful native dialer and innovative calling features make it a compelling choice over Mailshake. While both platforms offer basic phone functionality, FlashRev stands out with parallel calling that enables agents to call multiple leads simultaneously, and whisper coaching that allows managers to provide real-time guidance during calls that only the agent can hear. Additionally, FlashRev’s phone-centric analytics provide deeper call tracking capabilities compared to Mailshake’s more basic phone metrics. For teams where phone outreach is mission-critical, FlashRev’s specialized phone tools enable significantly higher calling efficiency and coaching effectiveness.

Jump to product

For teams requiring robust contact management:

Apollo product logo

Apollo

Stackfix Rating:

6.5 / 10

Teams requiring robust contact management will find Apollo’s native database vastly superior to Mailshake’s lightweight offering. Mailshake’s contact database struggles with minimal filtering capabilities and an unfamiliar interface, while Apollo’s database provides comprehensive prospecting functionality and rich data. Apollo enhances this advantage with powerful features like data enrichment, lead scoring, and custom views – all absent from Mailshake’s toolkit. For organizations prioritizing effective contact management, Apollo’s deep database integration and advanced contact tools make it the clear choice over Mailshake’s basic contact handling.

Jump to product

For teams requiring quick setup and responsive support:

Lemlist product logo

Lemlist

Stackfix Rating:

5.9 / 10

Teams seeking rapid deployment and reliable support will find Lemlist performs better than Mailshake in two critical areas. First, Lemlist’s streamlined setup process takes under 10 minutes and features one-click email integration with popular providers like Gmail and Outlook, while Mailshake’s onboarding is often slow and buggy. Second, Lemlist’s live chat support connects users with helpful agents in under 5 minutes, whereas Mailshake’s chat system requires hours for initial responses.

Jump to product

For enterprise-level sales operations:

Outreach product logo

Outreach

Stackfix Rating:

5.9 / 10

Enterprise sales teams seeking sophisticated sales engagement capabilities will find Outreach surpasses Mailshake in three critical areas. Outreach’s analytics suite delivers superior insights with advanced features like AI conversation analysis and sales forecasting, providing comprehensive intelligence that empowers strategic decision-making. The platform’s modern interface enables smoother workflow execution, while Mailshake’s dated UI creates friction in daily sales processes. Additionally, Outreach’s enterprise-grade security compliance, including SOC 2 Type II and ISO 27001 certifications that Mailshake lacks, makes it better suited for large-scale operations requiring robust data protection.

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PS

Meet your expert: Paddy Stobbs

Stackfix Co-Founder & CEO

I've spent over a decade deep in the world of business software - personally managing more than $2M in purchases across companies I've built and led. From intimate 10-person teams to organizations of 150+, I've developed a particular obsession with Sales and HR tools – testing, implementing, and scaling them at every stage of growth. My journey started at Cambridge University, led me through Google, and most recently culminated in selling my previous venture to TikTok. Now, I'm channeling all of that hands-on experience into helping others navigate the complex landscape of business software.

Mailshake logo

Mailshake

Amplemarket logo

Amplemarket

FlashRev logo

FlashRev

Apollo logo

Apollo

Lemlist logo

Lemlist

Outreach logo

Outreach

Our rating
Functionality
5

Functionality

5/10

<p>Mailshake supports the core engagement channels you'd expect - email, phone, Linkedin. However, the functionality within each of these is quite light weight. Additionally, though it offers a native prospecting database, when tested we find it to be too low quality to be helpful.</p>
8

Functionality

8/10

<p>Amplemarket is very well rounded tool. It's sequencing functionality is near best in class, as is its prospecting database. Additionally, its AI features are amongst the best we've tested, proving to be legitimately useful and powerful.</p>
7

Functionality

7/10

<p>FlashRev offers a fairly rounded set of functionality. On the engagement front, you get all the core channels you'd expect including email, SMS, LinkedIn and phone (the latter also comes with a lot of add ons including parallel dialling and live whisper coaching). Additionally, we were pleased to find a strong native contact database too. Our only critique is that the analytics suite is relatively light.</p>
7

Functionality

7/10

<p>Despite Apollo primarily being a prospecting database, we were pleasantly surprised by the quality of its sales engagement feature set. On the email front, we were pleased to find a range of rich functionality including A/B testing, email warmup and support for inbox rotation. On the phone front, the native dialer and AI conversation analysis functionalities were stand out. If we were to call out an area which was lacking it would be on the richness of the sequences builder (complex branching logic is not possible) and also any kind of sales forecasting functionality it limited.</p>
4

Functionality

4/10

<p>Lemlist is feature light. It only provides support for email, LinkedIn and phone call steps in its sequences (and for the latter you'll need a 3rd party integrations). Similarly though it does provide a native contact database, it lacks the depth and quality of some competitors. Additionally, its anlytics suite is basic and lacks customizability too.</p>
7

Functionality

7/10

<p>In terms of outbound channels, you'll find the core ones covered (email, LinkedIn &amp; phone). However, there are some major feature omissions such as the lack of any kind of prospecting database (something you'll find in many simpler, all-in-one products). That being said, it compensates with strong analytics, coaching and forecasting features.</p>
Ease of Use
5

Ease of Use

5/10

<p>Mailshake is relatively simple to use. It's core sequence builder, though rigid, is fairly easy to understand. It's prospecting database, though non-traditional, is lightweight enough to pick up easily too. It would take an average SMB employee 1-2 hours to master its use.</p>
8

Ease of Use

8/10

<p><span style="color: rgb(0, 0, 0);">Amplemarket's interfaces are well designed and intuitive. It's core sequencing and prospecting interfaces are very familiar and easy to use.</span></p>
7

Ease of Use

7/10

<p><span style="color: rgb(0, 0, 0);">FlashRev's web app is intuitive and easy to navigate. Additionally, its onboarding was simple and not overwhelming. It's core sequence building and analytics pages are intuitive and easy to get acquainted with. It would take an average SMB employee less than 30 minutes to master its use.</span></p>
6

Ease of Use

6/10

<p>Apollo's web app is relatively simple and easy to navigate. Additionally, when tested, we find it's search pages were generally fast to load.</p><p><span style="color: rgb(0, 0, 0); background-color: rgb(255, 255, 255);">Apollo's web app is generally intuitive and easy to navigate. Additionally, its onboarding was simple and not overwhelming. Our only complaint is that some of its sequence builder interfaces were slightly non-standard and therefore take a bit more time to get used to. On average, it would take an SMB employee less than 45 minutes to master its use.</span></p>
7

Ease of Use

7/10

<p>Lemlist's web app is simple and intuitive to use. It's core sequence building interface is well laid out and very familiar - even complex branching logic can be implemented with relative ease. However, certain interfaces, such as the prospecting interface, are cumbersome to use.</p>
5

Ease of Use

5/10

<p>Outreach's core interfaces are familiar and relatively straight forward to use. However, given the sheer breadth of functionality some screens (especially those related to the newer AI features) can feel a little confusing on first look. It would take the average SMB employee a few hours to master its use.</p>
Look and feel
2

Look and feel

2/10

<p>Mailshake feels extremely dated. Its interface is buggy and slow with some actions (e.g. loading prospects from external sources) taking minutes to complete. We missed the lack of a modern drag and drop sequence builder as well as a more traditional prospecting interface.</p>
9

Look and feel

9/10

<p><span style="color: rgb(0, 0, 0);">When tested, we find Amplemarket to one of the best designed sales tools on the market. It's interfaces are minimalist, sleek and modern. We especially appreciated the keyboard shortcut options presented. When tested, its search pages were snappy and quick to load (often &lt;1 second) and any AI interfaces which required time were well presented with beautiful loading animations.</span></p>
5

Look and feel

5/10

<p>FlashRev's design is fairly middle-of-the-road. It won't win any awards for creativity or simplicity but it remains fairly intuitive to use across both its core prospecting and sequencing interfaces. When tested, pages were relatively fast to load too (around 1-2s).</p>
6

Look and feel

6/10

<p>Apollo's web app is relatively simple and easy to navigate. Additionally, when tested, we find it's search pages were generally fast to load.</p><p>However, some of its engagement centred interfaces were a bit clunky and overwhelming. For example, its sequence builder was unintuitive to use on initial glance.</p>
5

Look and feel

5/10

<p>Lemlist's design aesthetic is modern, clean and easy on the eyes. However, we noticed some elements of the UI were often positioned poorly or cut off by other components - for example, the inability to close toast messages was particularly annoying on many occasions. Additionally, we encountered some bugs in testing - such as the inability to load some community template sequences.</p>
7

Look and feel

7/10

<p>Outreach's interfaces are well designed and modern. It's pages were also relatively snappy and quick to load. Overall, the product experience is smooth.</p>
Customisability
5

Customisability

5/10

<p><span style="color: rgb(0, 0, 0);">Mailshake offers a handful of routes for customisation, including basic ways such as integrating your CRM. There are also some deeper levels which you can customise your experience such as by providing their AI with details about your value offering which can then be used to improve the output of AI generated emails and sequences.</span></p>
8

Customisability

8/10

<p><span style="color: rgb(0, 0, 0);">Amplemarket offers a wide array of channels to customise your experience. Most of these related to Duo, its AI sales copilot. To get the most out of the product, you're able to customise which buying/market signals are relevant to you, define personas &amp; ICPs and also provide clear definitions of you and your competitors (and where your edge lies).</span></p>
6

Customisability

6/10

<p><span style="color: rgb(0, 0, 0);">FlashRev offers a number of channels for customisation, including basic ways such as creating custom searches in the prospecting database. There are also some deeper levels which you can customise your experience such as by providing their AI with ICPs and details about your value offering which can then be used to improve the output of AI generated emails and sequences.</span></p>
7

Customisability

7/10

<p><span style="background-color: rgb(255, 255, 255); color: rgb(0, 0, 0);">From an engagement perspective, there are a number of customization options Apollo offers. For example, you can provide their AI with context about your business and targets which will then be used when drafting AI email sequences. Apollo's analytics dashboards are also extremely customizable and among some of the most granular we've tested.</span></p>
5

Customisability

5/10

<p>Lemlist offers most of the standard facets for product customization. For example, you're able to create and save custom sequence templates for your team to use. Additionally, you can create custom dashboards in their analytics suite (though we did find the overall ability to customize individual graphs or datapoints to be restrictive).</p>
7

Customisability

7/10

<p><span style="color: rgb(0, 0, 0); background-color: rgb(255, 255, 255);">Outreach offers a fairly standard set of customization routes. For example, you can provide their AI with context about your business and targets which will then be used across a range of AI features in the product. Outreach's analytics dashboards are also very customizable.</span></p>
Ease of Setup
3

Ease of Setup

3/10

<p>Mailshake does not offer a free trial. As such you'll need to pay to start using the tool. The onboarding process is rigid and forces you to connect emails and import prospects right off the bat. This would be fine if it weren't a slow and occasionally buggy process. Thankfully, you can one click to connect email accounts from common providers like Gmail and Outlook.</p>
3

Ease of Setup

3/10

<p><span style="color: rgb(0, 0, 0);">Frustratingly, Amplemarket does not offer a self-serve option to try out the platform. Instead, you’ll need to trudge through two sales demos before you are able to access their trial. Once access was granted, we found the platform very simple to set up initially, however, there are a lot of details you’ll want to customise (such as personas, competitors etc. for their Duo AI system) that can take several days to complete.</span></p>
5

Ease of Setup

5/10

<p><span style="color: rgb(0, 0, 0);">FlashRev offers a free trial for their platform (though it's unclear what plan you're on). When tested, we found the initial setup to be simple (taking &lt;10 mins). Additionally, connecting email addresses to their outbound platform was relatively trivial too - with a one click connect feature for popular providers like Google and Outlook. However, when choosing a paid plan, their pricing model is somewhat confusing with it being unclear what features are provided on each plan.</span></p>
6

Ease of Setup

6/10

<p><span style="color: rgb(0, 0, 0); background-color: rgb(255, 255, 255);">Unlike many of similar products of this scale, Apollo offers a simple, self-serve free trial for their platform. When tested, we found the initial setup to be simple (taking &lt;10 mins), especially if you're using google workspace to power your emails. However, given then feature breadth that Apollo offers, it can take a lot of time to fully customize the experience. For example - most customers will still need to connect CRMs and customize Apollo's AI 'power-ups' to suit their needs.</span></p>
8

Ease of Setup

8/10

<p>Lemlist offers a simple, self-serve free trial for their platform. When tested, we found the initial setup to be simple (taking &lt;10 mins). Additionally, connecting email addresses to their outbound platform was relatively trivial too - with a one click connect feature for popular providers like Google and Outlook.</p>
3

Ease of Setup

3/10

<p>Outreach does not offer a self-serve product or a free trial. This means you'll have to jump through a number of sales hoops before you're able to get started and use the product. Once you do have access, there's also a fair amount of groundwork that needs to be configured such as setting up sequences, customizing dashboards etc.</p>
Customer Support
3

Customer Support

3/10

<p>Mailshake offers support via a chat widget within its web app. Unlike many apps, this is not a live chat widget, and it does not offer an AI bot either. As such you will have to wait a few hours at minimum to get a response. That being said, once a response was received, we found them to be helpful and detailed.</p>
6

Customer Support

6/10

<p><span style="color: rgb(0, 0, 0);">You can contact Amplemarket's customer support via a chat widget inside its web app. When tested, we found the initial AI chatbot to be unhelpful, and reluctant to pass over to a human agent. However, its help centre documentation and 'university' guides are very rich and well laid out, answering most questions we had about the product.</span></p>
3

Customer Support

3/10

<p><span style="color: rgb(0, 0, 0);">You can contact FlashRev's support via a live chat widget in their web app. When tested, the initial experience with the AI chatbot is poor, with it failing to answer many basic questions. Additionally, it proved difficult to connect with a real support agent (over 1 day). We also found their help centre docs to be somewhat overwhelming when searching for basic terms.</span></p>
8

Customer Support

8/10

<p>Apollo offers support via a live chat widget within its web app. When tested, we find agents to be helpful and about to troubleshoot technical questions often in the first response.</p><p>Additionally, Apollo provides a detailed help centre which was able to answer almost all basic question we had in testing.</p>
7

Customer Support

7/10

<p>Lemlist's primary means for customer support is via a live chat widget within their web app. It was quick and simple to contact a real support agent (often &lt;5 mins) and when tested, we find them to be helpful and about to troubleshoot technical questions often in the first response.</p>
6

Customer Support

6/10

<p>Outreach primarily offers support through live chat (although they do also allow you to create traditional support tickets). They also offer a help centre, however, we found this to be slightly overwhelming and poorly laid out.</p>
Integratability
5

Integratability

5/10

<p><span style="color: rgb(0, 0, 0);">Though Mailshake does provide integrations with core CRMs (HubSpot, Salesforce, Pipedrive), automation platforms (Zapier) and email providers (Gmail, Outlook) - we would like to have seen native integrations with more established lead sources such as Apollo.</span></p>
4

Integratability

4/10

<p><span style="color: rgb(0, 0, 0);">Amplemarkets array of integrations covers the basics. It offers integrations with major CRMs (Salesforce, Hubspot) as well as automation platforms like Zapier. We were also pleased to see an API that allows businesses to interact with Amplemarket's leads database directly. However, we would also liked to have seen integrations with external prospecting databases such as Apollo.</span></p>
3

Integratability

3/10

<p><span style="color: rgb(0, 0, 0);">Though FlashRev does provide integrations with core CRMs (HubSpot, Salesforce), automation platforms (Zapier) and email providers (Gmail, Outlook) - we would like to have seen native integrations with more established lead sources such as Apollo as well as an API.</span></p>
7

Integratability

7/10

<p>Though Apollo offers a very large integrations marketplace, its clear that most integrations are geared not towards using Apollo as a sales engagement tool, but rather as a prospecting database. As such, some integrations such as document signing platforms were missing. That being said, all the core integrations including CRMs (Salesforce, HubSpot) and automation platforms (Zapier) were present.</p>
5

Integratability

5/10

<p>Lemlist provides a number of integrations with popular CRMs (Salesforce, Hubspot) and automation platforms like Zapier. However, we were disappointed to see a lack of integration with more popular lead sources such as Apollo or ZoomInfo.</p>
8

Integratability

8/10

<p>Outreach is one of the best integrated tools in the market. It offers integrations with the core CRM players, meeting scheduling apps, automation apps, email providers and more.</p>
Ease of Migration
6

Ease of Migration

6/10

<p><span style="color: rgb(0, 0, 0);">Mailshake offers self-serve export functionality to CSV for contact lists and other datapoints via their web app. Additionally, it offers an API through which you can directly interact with the product programatically too. </span></p>
6

Ease of Migration

6/10

<p><span style="color: rgb(0, 0, 0);">Amplemarket provides self-serve export functionality within its web app. We were also pleased to see an API that allows businesses to interact with the platform programatically.</span></p>
4

Ease of Migration

4/10

<p>FlashRev offers self-serve export functionality to CSV for contact lists and other datapoints via their web app. They don't currently offer an API.</p>
6

Ease of Migration

6/10

<p>Apollo offers self-serve export functionality for contacts directly within their web app. High export limits are also available for larger enterprises depending on what plan you are on.</p><p>Additionally, Apollo offers a well-documented API through which businesses are able to interact with their database directly.</p>
6

Ease of Migration

6/10

<p>Lemlist offers self-serve export functionality within its web app.</p><p>Additionally, Lemlist offers a well-documented API through which businesses are able to interact with their database directly.</p>
6

Ease of Migration

6/10

<p>Outreach offers self serve export functionality for contacts and analytics via its web app. It also offers an API through which you can interact with data in the platform programatically.</p>

Amplemarket: Mailshake alternative for sophisticated multi-channel outreach campaigns

Amplemarket product logo
Amplemarket

Stackfix Rating:

7.0 / 10

Visit website

Updated onMar 14, 2025
Amplemarket stands out as a sophisticated choice for multi-channel outreach campaigns through its modern interface, powerful AI capabilities, and comprehensive feature set. While Mailshake offers basic multi-channel functionality with a dated interface and limited automation, Amplemarket delivers a polished experience with advanced LinkedIn automation, voice cloning for personalized messages, and an AI sales copilot that intelligently crafts custom sequences. Its native contact database of 300M profiles provides robust prospecting capabilities compared to Mailshake’s minimal database, while its modern drag-and-drop sequence builder enables more intuitive campaign creation versus Mailshake’s rigid interface. For teams seeking to execute sophisticated outreach at scale, Amplemarket’s combination of advanced automation, comprehensive analytics, and seamless multi-channel coordination makes it a preferred solution over Mailshake’s more basic offering.

Want to know more? See a detailed comparison of Mailshake vs. Amplemarket.

Pros

  • Outstanding Sequence Building Functionality

  • Comprehensive Prospecting Database

  • Powerful AI Sales Co-pilot

  • Intuitive Platform Navigation

  • Exceptional User Interface Design

Cons

  • Frustrating Trial Access Process

  • Limited Integration Capabilities

FlashRev: Mailshake alternative for Organizations needing advanced phone capabilities

FlashRev product logo
FlashRev

Stackfix Rating:

5.7 / 10

Visit website

Starting at

$325

Calculate your price
Updated onMar 14, 2025
Organizations needing advanced phone capabilities will find FlashRev’s powerful native dialer and innovative calling features make it a compelling choice over Mailshake. While both platforms offer basic phone functionality, FlashRev stands out with parallel calling that enables agents to call multiple leads simultaneously, and whisper coaching that allows managers to provide real-time guidance during calls that only the agent can hear. Additionally, FlashRev’s phone-centric analytics provide deeper call tracking capabilities compared to Mailshake’s more basic phone metrics. For teams where phone outreach is mission-critical, FlashRev’s specialized phone tools enable significantly higher calling efficiency and coaching effectiveness.

Want to know more? See a detailed comparison of Mailshake vs. FlashRev.

Pros

  • Advanced Phone Outbound Capabilities

  • User-Friendly Interface

  • Multi-Channel Sequence Functionality

Cons

  • Confusing Setup Process

  • Poor Customer Support Experience

  • Limited Integration Capabilities

Apollo: Mailshake alternative for teams requiring robust contact management

Apollo product logo
Apollo

Stackfix Rating:

6.5 / 10

Visit website

Updated onMar 14, 2025
Teams requiring robust contact management will find Apollo’s native database vastly superior to Mailshake’s lightweight offering. Mailshake’s contact database struggles with minimal filtering capabilities and an unfamiliar interface, while Apollo’s database provides comprehensive prospecting functionality and rich data. Apollo enhances this advantage with powerful features like data enrichment, lead scoring, and custom views – all absent from Mailshake’s toolkit. For organizations prioritizing effective contact management, Apollo’s deep database integration and advanced contact tools make it the clear choice over Mailshake’s basic contact handling.

Want to know more? See a detailed comparison of Mailshake vs. Apollo.

Pros

  • Best-in-class contact database

  • Excellent customer support

  • Strong email engagement features

Cons

  • Clunky User Interface

  • Limited Channel Integration

  • Limited Sequence Functionality

Lemlist: Mailshake alternative for teams requiring quick setup and responsive support

Lemlist product logo
Lemlist

Stackfix Rating:

5.9 / 10

Visit website

Updated onMar 14, 2025
Teams seeking rapid deployment and reliable support will find Lemlist performs better than Mailshake in two critical areas. First, Lemlist’s streamlined setup process takes under 10 minutes and features one-click email integration with popular providers like Gmail and Outlook, while Mailshake’s onboarding is often slow and buggy. Second, Lemlist’s live chat support connects users with helpful agents in under 5 minutes, whereas Mailshake’s chat system requires hours for initial responses.

Want to know more? See a detailed comparison of Mailshake vs. Lemlist.

Pros

  • Quick and Simple Setup Process

Cons

  • Poor Analytics Capabilities

  • Limited Integration Options

  • Basic and Limited Functionality

  • Problematic UI Elements

  • Restricted Customization Options

Outreach: Mailshake alternative for enterprise-level sales operations

Outreach product logo
Outreach

Stackfix Rating:

5.9 / 10

Visit website

Starting at

Custom Pricing

Calculate your price
Updated onMar 14, 2025
Enterprise sales teams seeking sophisticated sales engagement capabilities will find Outreach surpasses Mailshake in three critical areas. Outreach’s analytics suite delivers superior insights with advanced features like AI conversation analysis and sales forecasting, providing comprehensive intelligence that empowers strategic decision-making. The platform’s modern interface enables smoother workflow execution, while Mailshake’s dated UI creates friction in daily sales processes. Additionally, Outreach’s enterprise-grade security compliance, including SOC 2 Type II and ISO 27001 certifications that Mailshake lacks, makes it better suited for large-scale operations requiring robust data protection.

Want to know more? See a detailed comparison of Mailshake vs. Outreach.

Pros

  • Comprehensive Analytics Suite

  • Strong Integration Ecosystem

  • Strong sales forecasting functionality

Cons

  • Lack of Native Contact Database

  • Extremely Poor Setup Experience

  • Mediocre User Experience

How we test products

With countless Sales Engagement platforms on the market, we focus on identifying the best options for small and midsize businesses. Our evaluation process reflects real-world usage, prioritizing functionality, ease of use, and overall value. Here’s how we do it:

Functionality

We start by mapping out the key use cases for sales teams—from outreach and automation to engagement tracking and pipeline management. We then assess how well each product supports these needs by running real-world workflows. Platforms that provide essential features without unnecessary complexity score highest.

User Experience & Onboarding

A powerful tool is useless if it’s frustrating to use. We test each platform’s interface by navigating core features without prior training. We also track onboarding time—from account setup to launching a first campaign. Products that require extensive customization or technical knowledge to function properly lose points.

Automation & AI Capabilities

Sales teams rely on automation to streamline outreach and improve efficiency. We evaluate the quality of automation features, from email sequencing and call tracking to AI-driven insights. We prioritize tools that enhance productivity without adding unnecessary complexity.

Integrations & Compatibility

Sales Engagement platforms need to work seamlessly with CRMs, email providers, and other sales tools. We test how well each product integrates with key business systems and assess whether native integrations or third-party connectors are required.

Pricing & Value

We compare pricing across competitors, analyzing what each plan includes and whether critical features are locked behind paywalls. Hidden costs—such as per-user fees, premium automation features, or required onboarding services—are factored into our assessment. Products that offer strong core functionality at a fair price score highest.

Stackfix’s Fit Score

All of these factors contribute to Stackfix’s Fit Score, a proprietary ranking system that measures how well each tool aligns with a buyer’s needs. It combines two key elements:

  • Requirements Met – How many buyer requirements the Sales Engagement platform fulfills
  • Stackfix Rating – Our expert assessment of the software’s overall quality, usability, and value

The result? A clear, data-driven recommendation that helps businesses choose the right Sales Engagement software—without hours of trial and error.

FAQs

What is a Sales Engagement Platform?

A sales engagement platform is a tool that helps sales teams automate, track, and optimize their outreach efforts across multiple channels. It provides email sequencing, LinkedIn automation, and phone dialing tools to streamline engagement—ensuring reps can connect with prospects more efficiently and close deals faster. The key features of a sales engagement platform usually include:

  • Multichannel Outreach: Supporting email, phone, SMS, and LinkedIn automation, allowing reps to reach prospects on their preferred channels.
  • Automation & Personalization: Enabling teams to create automated outreach sequences with AI-driven personalization, ensuring messages feel tailored while scaling outreach efforts.
  • Engagement Tracking & Analytics: Providing insights into email open rates, reply rates, call activity, and meeting conversions to help teams optimize their sales playbooks.

What should I consider when buying Sales Engagement software?

Choosing the right Sales Engagement platform can make or break your outreach and conversion efforts—so it’s essential to find one that fits your sales process, integrates with your tech stack, and aligns with your budget. Here are the key factors to consider before making your decision.

  1. Your outreach strategy. Are you primarily email-first, or do you need a true multichannel approach that includes phone and LinkedIn automation? Make sure the platform supports your preferred outreach methods.
  2. Ease of use. A sales engagement platform should help your team move faster, not slow them down. Look for an intuitive interface that makes sequence building, automation, and performance tracking seamless. That’s why Stackfix rates every platform on Ease of Use—click into each product above to see the details.
  3. Integration with your tech stack. Does the platform connect with your CRM (Salesforce, HubSpot, Pipedrive etc) and prospecting tools (Apollo, Cognism, ZoomInfo)? Native integrations are crucial for a smooth sales workflow.
  4. Deliverability & Compliance. Email deliverability tools (like warm-up services and inbox rotation) help prevent outreach from landing in spam. If you’re targeting regulated industries, check for GDPR and TCPA compliance features to avoid legal risks.
  5. Pricing & scalability. Some platforms charge per seat, while others have limits on contacts, sequences, or automation steps. Factor in hidden costs like API access, premium integrations, or additional outreach channels as your team scales.
  6. Customer support & training. Outreach is time-sensitive—if something breaks, will you get fast support? Check for 24/7 support, live chat response times, and onboarding resources before committing.

What are the common mistakes to avoid when buying Sales Engagement software?

Avoiding common pitfalls when choosing Sales Engagement software can save you time, money, and missed opportunities. Here are some of the biggest mistakes startups make—and how to avoid them.

  1. Ignoring multichannel needs. Email is great, but adding phone, SMS, and LinkedIn steps dramatically improves engagement. Ensure the platform supports all the channels your team needs.
  2. Overlooking email deliverability features. A sales engagement tool is useless if emails land in spam. Look for email warm-up, domain authentication, and AI-powered sending optimization.
  3. Not testing CRM integrations. Just because a platform claims to work with your CRM doesn’t mean it syncs everything correctly. Test contact syncing, activity logging, and automation triggers before committing.
  4. Choosing based on features instead of efficiency. A feature-packed tool isn’t helpful if it’s slow, clunky, or hard to navigate. Prioritize platforms that help your team engage prospects faster rather than those with unnecessary complexity.
  5. Not considering scalability. Will the platform grow with your team? Ensure it can handle increased outreach volume, additional users, and new automation needs without major pricing jumps.

How much does X Software typically cost?

A few providers like Apollo and Yesware offer free plans with basic functionality, though these typically restrict sequence steps and automation capabilities.

For enterprise plans (like Salesloft and Outreach) and above, you can expect to speak to sales for a bespoke price. These custom quotes typically factor in team size, integration needs, and advanced analytics requirements. To skip the demo calls, be sure to check out our pricing calculator.

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