Buyers today don’t wait around for your sales pitch. They do their research, compare options, and expect answers fast.

If your team’s still stuck with old-school follow-ups and scattered tools, it’s time for an upgrade. Sales engagement software help you keep up, stay personal, and close deals faster.

In this guide, we’ll break down what sales engagement means and share a list of tools worth checking out.

What Is Sales Engagement?

Sales engagement refers to everything your team does to connect with potential customers, whether it’s a phone call, a LinkedIn message, or a quick reply to a question on your website. 

Every customer interaction matters. The goal is to keep the conversation going, build trust, and help the buyer take the next step.

It’s not just about sending messages. It’s about showing up in the right places, at the right time, with something useful to say. Great sales engagement makes buyers feel like they’re being heard, not pushed.

There are two main types of sales engagement:

• Direct outreach - These are the personal touches, such as calls, emails, DMs, or any time your team talks to someone one-on-one.

• Automated touchpoints - These are the behind-the-scenes moments that still matter. Think: email follow-ups, chatbot replies, or even the first time someone visits your website.

When done right, sales engagement doesn’t just help you close deals. It helps you build better relationships, and that’s what keeps your pipeline strong.

Why Sales Engagement Matters

Sales isn’t just about getting a “yes.” It’s about building real connections that lead to better conversations, faster decisions, and stronger results.

When you’re consistent, personal, and present across every channel, buyers are more likely to respond, trust you, and stick around.

Here’s why smart sales engagement makes such a big difference:

• Faster sales cycles - The right follow-ups at the right time help buyers make decisions quicker. No more back-and-forth that drags on for weeks.

• More organized reps - When reps know exactly who to contact, when, and how, they waste less time and get more done.

• Better relationships - People remember the companies that actually listen. A personal touch, like remembering someone’s last question or pain point, goes a long way.

• Higher conversion rates - When you stay active and helpful throughout the sales process, more conversations turn into closed deals.

Sales engagement isn’t about doing more. It’s about doing it better so your team works smarter and your prospects feel like they’re actually being heard.

What Makes a Great Sales Engagement Platform?

A sales engagement platform is the software your team uses to manage all their outreach, from emails and calls to social messages and follow-ups, in one place. It helps reps stay on top of conversations, automate the boring stuff, and keep leads moving without dropping the ball.

But not all tools are built the same. Here’s what to look for when picking the right one:

• Multichannel support - Your team should be able to connect with leads across email, phone, chat, LinkedIn, and more without leaving the platform.

• Personalization options - Look for features that help tailor messages, segment audiences, and remember key details like pain points or goals.

• Automation that saves time - The best platforms handle follow-ups, lead routing, task creation, and CRM updates without manual work.

• Analytics and tracking - You need clear, easy-to-read insights on sales activities, follow-up timing, and what’s actually working.

• CRM integrations - It should connect smoothly with your existing CRM tools (like HubSpot or Salesforce) and keep everything in sync, no duplicate entry, no missed data.

The right sales engagement tool doesn’t just help your team do more. It helps them do better, faster outreach, smarter decisions, and stronger customer relationships.

The 7 Best Sales Engagement Platforms

Sales engagement solutions come in all shapes; some focus on automation, others on outreach, and many do both. The best platform depends on your team’s size, goals, and how you interact with leads.

Here are seven top sales engagement platforms to explore:

1. Truva

Truva is a smart sales engagement platform that cuts out busywork so your team can focus on real conversations. It automatically handles CRM updates, follow-ups, and meeting summaries, so reps don’t have to waste time on admin. Everything stays organized, synced, and easy to act on.

Teams using Truva have seen up to a 25% increase in sales by spending less time on manual tasks and more time connecting with leads. It’s built for teams who want to work faster, stay focused, and never miss a follow-up.

Truva provides several sales engagement features:

• Automated CRM updates - Automatically captures meetings, voice notes, emails, and handwritten notes, and keeps your CRM accurate without manual entry.

• Custom data extraction - Pulls structured details like pain points, goals, or custom fields using your preferred sales frameworks.

• Intelligent task management - Suggests next steps based on meeting content and tracks tasks for better follow-through.

• Sales activity analytics - Analyzes engagement trends, speaking patterns, and sentiment to help refine your sales approach.

• Meeting summaries and transcripts - Converts notes and conversations into summaries and action items.

• Effortless integrations - Works with Salesforce, HubSpot, Slack, Gmail, Zoom, and more to fit into your existing workflow.

Pricing Plans

• Pro - $30 per seat/month for unlimited users and advanced analytics.

• Enterprise - Custom pricing for large teams with added security, API access, and dedicated support.

Truva is perfect for teams that want to spend less time on admin and more time selling. It’s flexible, easy to use, and built to help reps focus on the conversations that matter.

Try Truva for free today or book a demo.

2. Reply

Source: Reply.io

Reply is a sales engagement platform designed for automating outreach across multiple channels. It offers email sequences, AI-assisted follow-ups, and built-in prospecting tools.

The platform is commonly used by sales development teams to manage early-stage lead engagement and improve follow-up consistency.

Reply provides several sales engagement features:

• It automates outreach through email, calls, SMS, WhatsApp, and LinkedIn.

• Jason AI helps draft replies and follow-up messages based on conversation context.

• Users can find and import leads directly into outreach sequences using built-in prospecting tools.

• Cloud-based calling features allow reps to make and log calls through a web browser.

• Engagement metrics such as open rates and response rates are tracked to improve follow-up timing and performance.

Pricing Plans

• Email Blast – $179/month for unlimited users and up to 50,000 active contacts

• Multichannel – $99 per user/month for outreach via email, phone, LinkedIn, and SMS

• Hire Jason AI SDR – $500/month for automated AI outreach with 24/7 operations

• Custom – Tailored pricing for enterprise teams

Reply gives SDR teams the tools to scale outreach and follow up faster, with help from built-in AI and prospecting features.

3. Klenty

Source: Klenty.com

Klenty is a sales engagement platform that helps sales teams automate outreach and stay consistent across multiple communication channels. It's designed for reps who want to build predictable sales cadences and reduce manual work during prospecting.

Klenty provides several sales engagement features:

• It supports outreach across email, phone, and LinkedIn with customizable cadences.

• Reps can use the built-in sales dialer to automate calls and leave pre-recorded voicemails.

• Email personalization tools include templates, video embeds, and dynamic fields to tailor content at scale.

• Klenty tracks prospect engagement, such as opens and clicks, and syncs that data with integrated CRMs.

• It integrates with CRMs like Pipedrive, Salesforce, and HubSpot, allowing activity sync and customer data updates between platforms.

Pricing Plans

• Starter – $60 per user/month (billed quarterly)

• Growth – $85 per user/month (billed quarterly)

• Plus – $119 per user/month (billed quarterly)

Klenty helps sales teams build structured outreach cadences, personalize communication at scale, and automate manual tasks to improve sales team productivity.

4. Mailshake

Source: Mailshake.com

Mailshake is a sales engagement platform focused on helping teams send personalized cold outreach at scale. It combines email automation with phone and social outreach, making it suitable for reps managing outbound campaigns.

Mailshake provides several sales engagement features:

• It allows users to build and send automated email sequences with personalization options like templates and dynamic fields.

• The platform includes a built-in phone dialer with unlimited minutes on certain plans.

• Sales engagement analytics help track opens, clicks, replies, and campaign performance.

• It includes deliverability tools like email warm-up to help improve sender reputation.

• Mailshake integrates with CRMs such as Pipedrive and HubSpot to sync activity and manage deal flow.

Pricing Plans

• Starter – $29/month

• Email Outreach – $49/month

• Sales Engagement – $99/month

Mailshake is used by teams looking to manage outbound outreach through a mix of email, phone, and social channels, with tools that support both automation and personalization.

5. Outplay

Source: Outplay.ai

Outplay is a multichannel sales engagement platform built for small and mid-sized teams that want to manage outreach, follow-ups, and performance in one place. It supports a variety of communication channels and offers built-in automation features to streamline sales workflows.

Outplay provides several sales engagement features:

• It allows users to send messages via email, phone, LinkedIn, SMS, WhatsApp, and website chat.

• Sales automation solutions help schedule emails, create cadences, and assign tasks with minimal manual input.

• Conversation intelligence captures and analyzes sales calls to provide feedback and insights.

• The platform includes a meeting scheduler, email tracking, and follow-up reminders.

• It integrates with CRMs like Pipedrive, Salesforce, and HubSpot for activity sync and lead management.

Pricing Plans

• Starter – $49 per user/month (includes 5,000 active prospects/month)

• Growth – $99 per user/month

• Growth Plus – $159 per user/month

• Sales Agency – Starts from $224 per user/month

Outplay supports multichannel outreach and task automation, making it a practical option for growing sales teams that want to simplify follow-ups and improve efficiency. The platform offers a seven-day trial for all plans.

6. Pipedrive

Source: Pipedrive.com

Pipedrive is a sales CRM platform that also offers built-in sales engagement tools to help teams manage leads, track communication, and automate workflows. It’s designed for sales professionals who want to stay organized and keep deals moving through the pipeline.

Pipedrive provides several sales engagement features:

• It acts as a centralized hub for storing contact information, managing pipelines, and tracking communication.

• The platform includes automation features to schedule follow-ups, assign tasks, and move deals between stages.

• Users can send and track emails directly within the platform, including open and click tracking.

• Pipedrive’s Insights feature provides reporting on sales performance, activities, and conversion rates.

• It integrates with hundreds of tools, including Slack, Zoom, Mailshake, and Clearbit, helping teams avoid switching between platforms.

Pricing Plans

• Essential – $24 per user/month

• Advanced – $49 per user/month

• Professional – $69 per user/month

• Power – $79 per user/month

• Enterprise – $129 per user/month

Pipedrive combines CRM functionality with built-in engagement tools, making it suitable for teams that want to manage outreach, automation, and reporting from a single platform.

7. Outreach.io

Source: Outreach.io

Outreach.io is a sales engagement platform designed for managing outbound sequences, automating workflows, and improving team performance through data-driven insights. It’s often used by mid-sized and enterprise sales teams handling large volumes of prospects.

Outreach.io provides several sales engagement features:

• It supports automated outreach across email, phone, and social channels through customizable sales sequences.

• Users can build and manage sales playbooks to standardize rep workflows.

• Sentiment analysis and sales call recording features help monitor conversations and improve coaching.

• Performance dashboards track key metrics such as response rates, email engagement, and deal velocity.

• Outreach integrates with Salesforce, HubSpot, LinkedIn, and other major sales tools.

Pricing Plans

• Custom pricing – Tailored for your business needs

Outreach.io offers advanced automation and reporting features, making it a suitable option for larger sales teams looking to streamline outreach at scale.

Everything Sales Reps Need, All in One Place With Truva

Sales engagement is all about showing up for your buyers at the right time with the right message. Whether you're managing one deal or juggling a hundred, the tools you use can make or break your momentum.

The right platform helps your team stay on track, follow up faster, and keep every conversation moving forward. From multichannel outreach to smart task management, sales engagement tools make it easier to stay connected and close deals without chaos.

If you’re looking for a simple way to cut down on busywork and give your team more time to sell, Truva is a must-have. It takes care of the follow-ups, CRM updates, and meeting summaries so your team can focus on what they do best: building relationships.

Try Truva for free today or book a demo to see how it can simplify your sales workflow.

FAQs About Sales Engagement Tools

What are the best sales tools?

The best sales tools are the ones that help your team stay organized, follow up on time, and move deals forward. Tools like Truva make it easier by tracking meetings, updating your CRM, and suggesting what to do next. Other useful tools include Pipedrive for managing pipelines, Outreach for automated outreach, and Reply for multichannel communication.

What is the difference between a CRM and a sales engagement platform?

A CRM is used to store customer details like names, emails, notes, and deal stages. A sales engagement platform helps you take action on that information. It’s what your team uses to send messages, schedule meetings, and keep conversations going. In short, CRMs manage your data, while sales engagement platforms help you connect with people.

What is an example of a sales engagement?

An example of sales engagement is sending a follow-up email after a call. It can also be a phone check-in, replying to a message, or even using a tool to schedule your next meeting. Any time your team reaches out or responds to a lead, that counts as sales engagement.

How can sales managers build a strong sales engagement strategy?

Sales managers can build a strong sales engagement strategy by using tools that support multichannel outreach, automate follow-ups, and sync with platforms like Sales Cloud. The goal is to help reps stay consistent, timely, and focused on the right leads.