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Playbook AI is an AI-driven sales engagement platform that automates and enhances sales outreach. It features personalized email and call sequences, real-time engagement analytics, and performance tracking. Leveraging AI, Playbook AI optimizes messaging, predicts prospect behavior, and streamlines follow-ups. The platform integrates with existing CRM systems for a unified view of sales activities and insights. By focusing on automation and data-driven strategies, Playbook AI boosts productivity, increases lead conversion rates, and improves overall sales performance through more efficient and targeted outreach.

Features

  • AI-Driven Sales Engagement: Uses artificial intelligence to enhance sales outreach and engagement strategies.
  • Lead Generation: Tools for automating and optimizing lead generation processes.
  • Email and Call Automation: Automates email sequences and call scheduling to streamline outreach.
  • Personalization: Advanced personalization capabilities for emails and communications to improve response rates.
  • Analytics and Reporting: Detailed analytics and reporting on sales performance, engagement metrics, and campaign effectiveness.
  • CRM Integration: Integrates with major CRM systems to sync data and improve workflow efficiency.
  • Task Management: Features for managing sales tasks and follow-ups to keep sales processes organized.
  • Lead Scoring: AI-based lead scoring to prioritize high-value leads and optimize sales efforts.

Pricing

  • Free Trial:
    • Features: Offers a free trial to explore the platform’s capabilities before committing to a paid plan.
  • Basic:
    • Price: $29 per user/month (billed annually)
    • Features: Includes essential features for AI-driven sales engagement and basic analytics.
  • Professional:
    • Price: $69 per user/month (billed annually)
    • Features: Adds advanced features such as enhanced analytics, integrations, and more comprehensive sales tools.
  • Enterprise:
    • Price: Custom pricing
    • Features: Includes all features from the Professional plan plus advanced customization, dedicated support, and enterprise-level integrations.

Pros

  • AI-Powered Insights: Highly valued for its AI-driven sales engagement and lead scoring, which helps optimize outreach and improve targeting.
  • Automation: Effective at automating email sequences, call scheduling, and follow-ups, streamlining sales processes.
  • Personalization: Strong capabilities for personalizing communications, leading to better engagement and response rates.
  • User-Friendly: Generally praised for its intuitive interface and ease of use.
  • Analytics and Reporting: Provides detailed analytics and reporting, offering valuable insights into sales performance and campaign effectiveness.
  • CRM Integration: Seamless integration with major CRM systems, enhancing data synchronization and workflow efficiency.

Cons

  • Pricing: Some users find the pricing to be relatively high, particularly for small teams or startups.
  • Feature Limitations: Basic plans may lack advanced features available in higher-tier plans, requiring upgrades for full functionality.
  • Customer Support: Mixed reviews on customer support, with some users reporting slow response times or challenges with support.
  • Learning Curve: Initial setup and learning how to fully utilize advanced features can be complex for new users.
  • Integration Issues: Occasional reports of issues with syncing data or integrating with certain CRM systems or tools.

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Weekly release update: May Week 2
Updates from last couple of weeks! 👀 Salesforge 📬 Contacts Export Now Includes First & Last Names Exporting contacts just got more useful. All export files now include First Name and Last Name columns Easier sorting, personalization, and CRM syncing Smarter Product Cards with AI-Powered Evaluations Product card creation now comes with built-in guidance. Evaluate key sections like Pain, Cost of Inaction, and Solution AI gives instant feedback to help you write stronger messaging for better-performing email copy Simplified User Invites We’ve reduced friction and improved clarity in a key area. Admins now only enter the new user’s email and role. The user receives an email invite and sets up their own credentials. Anti-Spam Filtering in Validation Step We’ve added another layer of protection to your sequences. During email validation, we now detect and filter contacts associated with major anti-spam tools This helps protect your sender reputation and keeps your outreach clean New Integration: Salesforge x Sendspark Bring video into your cold outreach with our new Sendspark integration. Add personalized video messages to your sequences Humanize your outreach and improve reply rates New Integration: Salesforge x Make.com Salesforge now connects with thousands of apps via Make.com. Automate workflows between Salesforge and your tool stack—no code required Triggers include: email sent, opened, replied, bounced, unsubscribed, label changes, and more Agent Frank 🤖 Export Reports from Agent Detailed View Agent Frank reports are now downloadable. Export data directly from the Agent view Ideal for performance reviews, audits, and team sharing Localized Greetings Are Here Make your outreach more personal and relevant across languages. Frank automatically adjusts greetings based on the recipient’s default language (from LinkedIn) Replies adapt too, and a toggle allows users to enable or disable this feature New Logic Update: Spam Filtering Now Baked Into Agent Frank The same anti-spam filtering logic used in Salesforge is now integrated into Agent Frank. Cleaner contact lists Improved deliverability across all your campaigns Warmforge 🔥 Bulk Edits for Mailboxes Are Live Managing multiple mailboxes just got a whole lot easier. Apply changes to several mailboxes at once Save time and reduce manual work User Management in Warmforge Warmforge now supports multi-user workspaces. Admins can invite teammates directly Great for growing teams that need to scale warm-up efforts together Public API + Placement Tests API A major update for power users and developers. Public API: Programmatically manage mailboxes and automate warm-up workflows Placement Tests API: Run inbox placement tests via API, integrate results into dashboards, and catch issues before launch New free tools on salesforge.ai 🔨 Cold Email Expert GPT: Ask anything about cold outreach - strategy, ICPs, copywriting, deliverability - and get expert-level answers instantly. Roast My Cold Email Copy GPT: Use our ChatGPT-powered assistant to get brutally honest, high-impact feedback on your cold email copy. The Forge Sales GPT: Use our ChatGPT bot to create cold email sequences based on your ICP and value proposition. Cold Email Domain Generator: Generate secondary domain names for your cold email outreach to protect your email deliverability! Buyer Persona Generator: Generate your ICP & buyer persona template in minutes for more accurate outreach!