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Best Outreach Alternatives

Written by Paddy Stobbs

Co-Founder & CEO

Edited by Steph Leung

Product & Operations Lead

Updated onMar 14, 2025
Outreach has established itself as a leading sales engagement platform, helping sales teams automate and optimize their outbound communication processes. With its robust sequence building, analytics, and CRM integration capabilities, Outreach enables organizations to scale their sales operations efficiently. However, depending on specific business needs, several alternatives may offer more tailored solutions. Apollo provides superior integrated prospecting with its native database, while Instantly excels in email deliverability management with built-in warmup features. For small businesses seeking rapid deployment, Reply offers a more accessible onboarding experience, and FlashRev stands out with its multichannel approach including native SMS capabilities. This comparison explores how these alternatives might better serve specific use cases where Outreach’s functionality may not fully address specialized requirements.

Best alternatives to Outreach

For teams needing integrated prospecting capabilities:

Apollo product logo

Apollo

Stackfix Rating:

6.5 / 10

Apollo’s native prospecting database and advanced engagement features make it a stronger choice than Outreach for teams seeking integrated prospecting capabilities. While Outreach requires separate prospecting tools, Apollo provides a comprehensive contact database with enriched data directly within the platform. Additionally, Apollo offers more sophisticated email features like inbox rotation and native email warmup, compared to Outreach’s basic email functionality that lacks these capabilities. Apollo’s streamlined self-serve setup process also enables teams to start prospecting and engaging leads within minutes, unlike Outreach’s complex implementation which requires multiple sales conversations.

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For teams prioritizing email management features:

Instantly product logo

Instantly

Stackfix Rating:

5.9 / 10

Teams focused on email management will find Instantly outperforms Outreach in three critical areas: native email warmup capabilities, automated inbox rotation, and a simpler email-centric interface. While Outreach lacks built-in email warmup functionality, Instantly provides this essential feature to help maintain email deliverability. Additionally, Instantly’s support for multiple email addresses includes automatic inbox rotation, compared to Outreach’s basic multi-email setup that requires manual management. Finally, Instantly’s streamlined, email-focused interface makes it more efficient for teams primarily managing email campaigns.

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For small business seeking quick implementation:

Reply product logo

Reply

Stackfix Rating:

7.2 / 10

Small businesses seeking rapid implementation will find Reply a superior choice to Outreach for three compelling reasons. First, Reply offers a self-serve free trial and a 10-minute initial setup process, while Outreach requires navigating sales processes and lacks self-service options. Second, Reply includes a native contact database with over 1 billion prospects, eliminating the need to purchase separate prospecting tools that Outreach requires. Third, Reply’s intuitive interface enables SMBs to master the system in under 30 minutes, compared to Outreach’s steeper learning curve that takes several hours.

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For Organizations requiring SMS and social media outreach:

FlashRev product logo

FlashRev

Stackfix Rating:

5.7 / 10

FlashRev is a compelling choice for organizations requiring SMS and social media outreach, offering native SMS integration and a more comprehensive channel mix than Outreach. Outreach lacks SMS capabilities, while FlashRev enables seamless SMS steps in sequences, allowing teams to engage prospects through both traditional and modern communication channels. Additionally, FlashRev’s native contact database with built-in data enrichment provides a more streamlined experience for managing multichannel outreach campaigns, whereas Outreach requires separate tools for contact sourcing and management.

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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.

Outreach logo

Outreach

Apollo logo

Apollo

Instantly logo

Instantly

Reply logo

Reply

FlashRev logo

FlashRev

Our rating
Functionality
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>
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>
3

Functionality

3/10

<p>As a sales engagement tool, Instantly is extremely lightweight. The only channel you can configure in outbound sequences is email (however, you can configure calls and texts from their CRM manually). Therefore if multi-channel outreach is important to you you're better off looking elsewhere. That being said, we were pleased to find a native contact database and lightweight CRM provided.</p>
7

Functionality

7/10

<p>Reply is a well-rounded, all in one sales platform. It's sales engagement features are fairly rich and covers almost all of the bases you'd expect. In terms of channels you can include in sequences - email, WhatsApp, text, phone and LinkedIn are all covered. It's worth noting that its drag and drop sequence builder was one of the best designed and most intuitive we've tested.</p><p><br></p><p>It also incorporates an AI SDR Agent which unlocks automating workflows and lead scoring capabilities, along with personalising emails and drafting full sequences. However, the quality of outputs still often needs review and tweaking by a human.</p><p><br></p><p>It also offers a very rich native contact database which doesn't feel like an afterthought - making this a true all-in-one sales platform.</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>
Ease of Use
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>
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><span style="color: rgb(0, 0, 0);">Instantly'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>
8

Ease of Use

8/10

<p><span style="color: rgb(0, 0, 0);">Reply offers quite a smooth experience when onboarding and the intuitiveness of most interfaces makes the product easy to pick up. On average, SMBs may take less than 30 minutes to get acquainted with the system.</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>
Look and feel
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>
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>
8

Look and feel

8/10

<p><span style="color: rgb(0, 0, 0);">Instantly's design aesthetic is modern and clean. Unlike many competitors, we found most pages to be well laid out and not overflowing with information. When tested, we find its page load times to be fast (often &lt;1s) and core interfaces such as the sequence builder to be slick and intuitive.</span></p>
7

Look and feel

7/10

<p><span style="color: rgb(0, 0, 0);">Reply's UI is mostly easy to navigate. In terms of the engagement features, the drag and drop sequence builder is worth flagging as particularly well designed and slick.</span></p><p><br></p><p><span style="color: rgb(0, 0, 0);">However, some other interfaces can feel a bit overwhelming and crowded due to the sheer feature breadth that Reply presents.</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>
Customisability
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>
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>
6

Customisability

6/10

<p><span style="color: rgb(0, 0, 0);">Instantly offers a number of channels for customisation, including basic ways such as creating custom searches in the prospecting database or adding custom fields to individual leads. There are also some deeper levels which you can customise your experience such as by connecting to OpenAI via API and creating custom prompts to do small tasks such as cleaning company names or guessing company pain points. </span></p>
8

Customisability

8/10

<p><span style="color: rgb(0, 0, 0);">You can build custom sequences with rich branching logic, create custom filters for prospects and share them with teammates. A great new addition is the custom playbook for training the AI SDR. If there's one area we'd like to see greater room for customizability it's in the analytics dashboards.</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>
Ease of Setup
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>
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>
7

Ease of Setup

7/10

<p><span style="color: rgb(0, 0, 0);">Instantly 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. However, when choosing a paid plan, their pricing model is very complex with varied plans depending on if you need standalone lead generation or need some outbound sequencing functionality too.</span></p>
6

Ease of Setup

6/10

<p><span style="color: rgb(0, 0, 0);">Reply 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. However, given the sheer breadth of functionality that Reply offers, there are a lot of features you'll want to customize to get the most out of the platform which can take several days to configure (e.g. details about your business for the AI SDR to use as context).</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>
Customer Support
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>
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>
5

Customer Support

5/10

<p><span style="color: rgb(0, 0, 0);">You can contact Instantly's support agents via a live chat widget within their web app. When tested, we find it relatively easy to contact a real agent (&lt;30 minutes). However, we find agents to be relatively unhelpful at times, often referring to unhelpful help centre documents instead of answering questions directly. Additionally, though Instantly does provide a help centre, its articles are often light on detail.</span></p>
8

Customer Support

8/10

<p><span style="color: rgb(0, 0, 0);">Reply has great customer support, with an in-built chat bot which can guide you through most of your questions and the option to get in touch with their team if need be. This is also supported by an extensive knowledge base which you can search through.</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>
Integratability
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>
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>
4

Integratability

4/10

<p>Though instantly 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.</p>
6

Integratability

6/10

<p>Reply offers integrations with most tools you'd expect including major CRMs (Salesforce, HubSpot), automation platforms (Zapier) and some external contact databases (Lusha, Hunter).</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>
Ease of Migration
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>
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><span style="color: rgb(0, 0, 0);">Instantly offers self-serve export functionality via their web app. Additionally, Instantly offers an API through which businesses are able to interact with their database directly - however, documentation for this remains relatively light.</span></p>
6

Ease of Migration

6/10

<p><span style="color: rgb(0, 0, 0);">Allows you to export contacts, reports and replies in your inbox on the platform. However there are some limitations on how many contacts you can export on different pricing tiers (100,000 contacts on the free tier)</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>

Apollo: Outreach alternative for teams needing integrated prospecting capabilities

Apollo product logo
Apollo

Stackfix Rating:

6.5 / 10

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Updated onMar 14, 2025
Apollo’s native prospecting database and advanced engagement features make it a stronger choice than Outreach for teams seeking integrated prospecting capabilities. While Outreach requires separate prospecting tools, Apollo provides a comprehensive contact database with enriched data directly within the platform. Additionally, Apollo offers more sophisticated email features like inbox rotation and native email warmup, compared to Outreach’s basic email functionality that lacks these capabilities. Apollo’s streamlined self-serve setup process also enables teams to start prospecting and engaging leads within minutes, unlike Outreach’s complex implementation which requires multiple sales conversations.

Want to know more? See a detailed comparison of Outreach 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

Instantly: Outreach alternative for teams prioritizing email management features

Instantly product logo
Instantly

Stackfix Rating:

5.9 / 10

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Starting at

$37

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Updated onMar 14, 2025
Teams focused on email management will find Instantly outperforms Outreach in three critical areas: native email warmup capabilities, automated inbox rotation, and a simpler email-centric interface. While Outreach lacks built-in email warmup functionality, Instantly provides this essential feature to help maintain email deliverability. Additionally, Instantly’s support for multiple email addresses includes automatic inbox rotation, compared to Outreach’s basic multi-email setup that requires manual management. Finally, Instantly’s streamlined, email-focused interface makes it more efficient for teams primarily managing email campaigns.

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

Pros

  • Modern and intuitive interface design

  • Powerful contact database with AI search

Cons

  • Subpar Customer Support

  • No Template Sequences

  • Poor Integration Capabilities

  • Severely Limited Functionality

  • Limited Analytics Capabilities

Reply: Outreach alternative for small business seeking quick implementation

Reply product logo
Reply

Stackfix Rating:

7.2 / 10

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Starting at

$59

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Updated onMar 14, 2025
Small businesses seeking rapid implementation will find Reply a superior choice to Outreach for three compelling reasons. First, Reply offers a self-serve free trial and a 10-minute initial setup process, while Outreach requires navigating sales processes and lacks self-service options. Second, Reply includes a native contact database with over 1 billion prospects, eliminating the need to purchase separate prospecting tools that Outreach requires. Third, Reply’s intuitive interface enables SMBs to master the system in under 30 minutes, compared to Outreach’s steeper learning curve that takes several hours.

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

Pros

  • Outstanding Customer Support

  • Exceptional Ease of Use

  • Powerful Contact Database

  • Superior Sequence Building

Cons

  • No Sales Forecasting Capabilities

  • Limited Analytics Customization

  • Missing Social Media Integration

  • Limited Pipeline Analytics

FlashRev: Outreach alternative for Organizations requiring SMS and social media outreach

FlashRev product logo
FlashRev

Stackfix Rating:

5.7 / 10

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Starting at

$325

Calculate your price
Updated onMar 14, 2025
FlashRev is a compelling choice for organizations requiring SMS and social media outreach, offering native SMS integration and a more comprehensive channel mix than Outreach. Outreach lacks SMS capabilities, while FlashRev enables seamless SMS steps in sequences, allowing teams to engage prospects through both traditional and modern communication channels. Additionally, FlashRev’s native contact database with built-in data enrichment provides a more streamlined experience for managing multichannel outreach campaigns, whereas Outreach requires separate tools for contact sourcing and management.

Want to know more? See a detailed comparison of Outreach 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

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.

Compare other Sales Engagement Platforms

View our comparisons of other Sales Engagement