Sales Engagement Software

• 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.

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.

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.

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.