List of the Top 15 Sales Engagement Software for Insightly in 2026

ActiveCampaign integrates sales engagement through a unified platform that encompasses email, task management, and automation. Create multi-touch sequences that respond to user interactions such as opens, clicks, and replies, while leveraging AI to evaluate deals and recommend optimal next steps. Sales representatives receive prioritized task lists, monitored individual emails, and instant alerts to ensure that no valuable interactions are overlooked.

Kixie: Intelligent Calling and Texting Solutions for Revenue Teams Kixie serves as an AI-driven sales engagement platform designed to enable teams to connect more swiftly, secure additional deals, and grow seamlessly—all while maintaining a personal touch. 🔥 Outbound Sales: Elevate connection rates by as much as 400% through AI-enhanced Local Presence, Multi-Line PowerDialer, and Spam Risk Prevention. 🚀 Marketing: Streamline calls and texts for immediate follow-ups and impactful outreach—all without the hassle of manual processes. 📞 Inbound Sales & Customer Service: Manage a higher volume of calls with intelligent CRM-based routing, shared SMS inboxes, and instant auto-responses. 📊 Revenue Operations & Leadership: Access AI-generated insights, real-time coaching resources, and sophisticated analytics to enhance your team's performance. 💥 Transform your sales force today! Explore our website to begin your journey for free, with no credit card necessary, and discover the difference Kixie can make.

Lead411 delivers detailed company insights along with precise contact information, including direct phone numbers and email addresses. Additionally, it features a sales cadence tool designed to streamline and automate your outreach via email and SMS, enhancing your communication efficiency.

HubSpot serves as an AI-driven customer platform that combines all the essential software, integrations, and tools required to unify your marketing, sales, and customer support efforts. By utilizing HubSpot’s connected platform, businesses can accelerate growth by prioritizing the most critical aspect of their operations: customer engagement. The HubSpot CRM goes beyond being merely a tool; it is the core of your business operations. This CRM solution empowers your team to cultivate stronger relationships with customers, fundamentally changing how you communicate with them. It provides a seamlessly integrated environment for sales, marketing, and customer service, enabling deep insights into your customer interactions. Everything is neatly organized within an intuitive dashboard that boosts your team's productivity. As your business evolves, our platform is built to scale, offering adaptable solutions that cater to your changing requirements. Additionally, HubSpot CRM features a robust free version filled with vital functionalities, making it an excellent option for forward-thinking businesses. This innovative CRM is set to redefine customer management; every customer interaction represents a chance for growth and improvement. You can schedule a demo to explore our premium offerings, or you may begin using our extensive range of free tools right away.

Creating engaging videos is effortless with Dubb, allowing you to boost your engagement, bookings, sales, and overall revenue regardless of your location. Enhance your social media and email interactions to secure more significant appointments in your schedule. Your sales funnel can effectively attract a larger pool of potential clients. Dubb's video landing pages are designed for easy sharing via email or SMS, converting viewers into customers seamlessly. We are committed to supporting you wherever you are on your business journey. Start your free trial of Dubb today and explore the transformative power of video in your strategy. With the Dubb Mobile App, crafting dynamic business videos has never been simpler. You can distribute your videos across your preferred platforms and incorporate multiple calls-to-action to drive engagement. Additionally, you can monitor how your contacts interact through emails, forms, videos, and various calls-to-action. The Dubb Mobile App empowers you to create compelling business videos effortlessly, helping you reach your audience effectively while boosting your conversion rates. Consider utilizing this tool to elevate your video marketing strategy and track your engagement metrics effectively.

The Outreach Sales Execution Platform provides sales teams with the tools they need to efficiently build their pipeline and significantly improve their deal-closing rates. This unique platform stands out as it empowers every member of the sales organization, from individual sellers to front-line managers, sales leadership, and operations, enabling them to effectively increase their pipeline closure rates. For those looking to enhance their sales success through tailored approaches, prioritization, and thorough analysis of their sales efforts, Outreach is the ideal choice. As the leading sales engagement platform, it equips teams to operate more efficiently by refining workflows and generating robust pipelines. Among its most valuable features are sales sequences, a dialer, tracking capabilities, email management, outreach tools, customizable content and templates, as well as comprehensive analytics, reporting, and coaching insights. Through these powerful tools, Outreach helps sales professionals not only meet but exceed their targets, transforming the way they engage with clients.

Adobe Marketo Engage is an enterprise-grade, AI-powered marketing automation platform built to orchestrate personalized buyer engagement across the entire B2B customer journey. It functions as a centralized command center where marketing teams can design, automate, and measure omnichannel campaigns spanning email, web, webinars, chat, and digital channels. Through automated data capture and continuous profile enrichment, the platform maintains detailed lead- and account-level records that stay synchronized with CRM systems. This unified data foundation helps align sales and marketing strategies, ensuring consistent messaging and coordinated outreach. Marketo Engage enables sophisticated nurture streams, lifecycle programs, and account-based marketing campaigns tailored to specific audience segments. Generative AI capabilities accelerate content creation by assisting with email copy, landing pages, chat responses, and event summaries. Enhanced tools such as a modern email designer, meeting scheduler, and real-time webinar dashboards improve engagement and operational efficiency. Integrated analytics and multi-touch attribution provide visibility into marketing’s influence on pipeline and revenue, supporting data-driven investment decisions. Extensions like Adobe Dynamic Chat enhance conversational marketing, while Marketo Measure delivers deeper attribution insights. Built with scalability, compliance, and security in mind, the platform connects seamlessly with Adobe Experience Cloud and other enterprise applications. Organizations can use Marketo Engage to reduce campaign costs, improve lead quality, and increase revenue predictability. By combining automation, AI, and deep analytics, Adobe Marketo Engage empowers B2B marketers to drive measurable growth and stronger customer relationships.

Established in 2009, Joomag provides a comprehensive range of integrated solutions tailored to meet the demands of content marketing, corporate communications, and sales engagement. With its headquarters located in San Jose, California, the company employs a distinctive solution-oriented strategy highlighted by its flagship products, Crater™ and Editor. More than 500,000 businesses of varying sizes are now utilizing Joomag's platform to create, distribute, and monitor their online content, which enhances operational efficiency and boosts productivity. This unified approach not only simplifies workflows but also empowers organizations to manage their content marketing efforts more effectively.

Discover the most user-friendly sales engagement platform that simplifies the often challenging world of sales. With PersistIQ, you can effortlessly send customized email sequences in under a minute, making it accessible for everyone involved in the sales process. The highlight? You can try PersistIQ completely free for 14 days without needing a credit card. In just a few minutes, you can become proficient with the system, which is designed to help your team save a minimum of 10 hours each week. There’s no complicated onboarding process, and you won’t encounter any unnecessary features that slow you down. Unlike many sales automation tools that are frustratingly slow and cumbersome, we have streamlined PersistIQ to eliminate all the excess, concentrating on the essential features that your team relies on daily for prospecting, organization, and advancing deals. The platform is entirely self-service, allowing for immediate personalization of your sales emails. Achieving scale while maintaining relevance and personalization is crucial for increasing response rates, as it’s vital to communicate in a genuine, human manner rather than sounding mechanical. With PersistIQ, you can enhance your email outreach and ultimately improve your sales success.

Reply.io is a comprehensive sales acceleration and AI engagement platform built to modernize outbound communication for sales teams, agencies, and startups. It unites lead discovery, email automation, multichannel sequencing, and AI-driven personalization into one powerful ecosystem. With access to a global database exceeding 1 billion verified B2B contacts, users can instantly identify high-intent prospects and enrich them with accurate company and contact data. Reply.io’s standout feature, Jason AI SDR, acts as a fully automated digital sales rep—writing tailored emails, responding to leads, qualifying opportunities, and booking meetings autonomously. The platform supports conditional workflows across email, LinkedIn, SMS, WhatsApp, and phone, enabling teams to connect with leads where they’re most responsive. Its email deliverability toolkit includes warm-ups, Postmaster integration, plain-text modes, and analytics to ensure every outreach lands successfully. Built for scalability, Reply.io eliminates repetitive admin work through AI sequencing, contact enrichment, and real-time CRM synchronization. Teams can analyze campaign performance with in-depth engagement metrics, channel efficiency reports, and automated task management. Designed to integrate seamlessly with existing tech stacks like HubSpot, Salesforce, and Zapier, it creates a unified system for revenue generation. With over 10 years in the market, a 4.6/5 G2 rating, and thousands of satisfied users, Reply.io is redefining how businesses communicate, automate, and grow through intelligent outreach.

A new software solution is now available to help create and oversee a team of intelligent sales robots. This innovative platform allows users to assemble a group of sales robots that can send emails, qualify leads, and significantly improve the sales pipeline. Known as Sales Innovator, it empowers businesses to build a fleet of AI-driven sales robots that enhance both outbound and inbound sales strategies. You can grow your team of AI sales robots indefinitely, allowing them to manage email communication and lead qualification efficiently, thereby optimizing your sales workflow. These robots can act as the first point of contact for engaging with prospects who have recently expressed interest online, including those who are considered low-scoring leads and partner referrals. They can also follow up as a secondary contact after your sales representatives have made initial outreach efforts to highly interested prospects. In addition, these robots can initiate proactive communication with leads who have shown past interest but have not been contacted for over 90 days, even those marked as closed or lost. By integrating these capabilities, the software ensures that every potential lead is addressed, maximizing the chances for conversion and ultimately driving growth for your business. With their ability to automate repetitive tasks, you can focus more on strategic sales initiatives while the robots handle the groundwork.

Engage with potential customers to build stronger connections and acquire new, warm leads on a daily basis. Timely follow-ups can be crucial in determining whether you secure or miss out on a sales opportunity, so don't let your warm leads lose momentum—let LinkedFusion manage the follow-up process for you. An astonishing 71% of sales professionals report spending too much time on data entry tasks. By utilizing our seamless integrations, you can keep your B2B data both up-to-date and precise. LinkedFusion acts as a robust cloud-based LinkedIn automation tool aimed at helping you efficiently generate leads. It allows you to customize outreach campaigns to fit your target market, reach various time zones, use dedicated IPs, and assess metrics across several campaigns for more profound insights into LinkedIn prospects. Additionally, LinkedFusion integrates effortlessly with platforms such as Zapier, Google Sheets, HubSpot, Salesforce, and many other CRMs. This cloud-based solution is available from any device, enabling you to manage your campaigns from virtually anywhere without the need for constant internet access, making it easier to enhance your outreach efforts even while on the move. By adopting LinkedFusion, you not only embrace a modern approach to lead generation but also revolutionize your entire sales strategy for the better. Experience the transformation in your sales processes and watch your conversions soar.

The intuitive interface is crafted to assist teams in effectively converting more leads while conserving precious time. Boost your outreach efforts with automated follow-up tools that facilitate ongoing dialogue. With customized workflows and perpetually active auto responders, your team will guarantee that every message is addressed. FlowUp efficiently unifies follow-up communications across multiple platforms. Connect with potential clients through Voice, Ringless Voicemail, and SMS channels to increase response rates and foster sales growth. Additionally, extend your drip campaigns beyond simple email outreach. FlowUp empowers you to design interactive, trigger-based customer experiences tailored to each situation across diverse marketing channels. You can seamlessly incorporate Text, Voice, and Ringless Voicemail into your onboarding, follow-up, and customer support strategies, ensuring constant communication with your leads. With FlowUp's inbound communication features, you can engage leads around the clock, even outside regular business hours, maximizing your chances of engagement. This all-encompassing strategy guarantees that each prospective customer feels appreciated and well-informed throughout their entire journey, enhancing their overall experience with your brand. As a result, your potential for successful conversions is significantly increased.

HubSpot's AI-driven customer platform prioritizes your customers, empowering you to achieve more significant growth. It links your front-office teams by providing a comprehensive perspective on the customer journey, utilizing AI tools to ensure a smooth interaction with clients. This platform allows businesses to swiftly respond to emerging industry trends and technological advancements. Conventional CRMs fall short in fostering growth, as many aren't tailored to nurture customer relationships, a vital capability in today's AI-centric market where customers have the freedom to explore, assess, and make purchases at will. HubSpot's Customer Platform transcends traditional offerings by incorporating Smart CRM, which merges artificial intelligence with customer insights to facilitate adaptability. Additionally, it features solutions for engaging customers throughout their entire journey and boasts an extensive ecosystem that encompasses integrations, educational resources, and community support. Ultimately, this platform is meticulously crafted to enable businesses to forge deeper connections with their customers and accelerate growth effectively.

Groove, a Clari Company, stands as the top sales engagement platform for users of Salesforce and Gmail, enabling sales representatives, managers, and operations teams to boost their revenue by as much as 25%. Our platform equips sales organizations with the tools needed to effectively strategize and implement large-scale outreach initiatives while also engaging key accounts through advanced account-based sales features. With a focus on enhancing productivity, Groove provides actionable analytics that allow teams to make informed decisions and engage their most important customers through tailored outreach strategies. Serving over 40,000 sales representatives from renowned companies like Google, Prezi, and Slack, our solution integrates seamlessly with Salesforce and Google Calendar, offering functionalities such as email open and click tracking, scheduling of emails for later delivery, and the capability to create, edit, and enrich all Salesforce objects, ensuring a comprehensive approach to sales engagement. Additionally, automated email sequencing empowers sales teams to maintain consistent communication with prospects and clients.