Visit page

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.

Watch the Demo:

Weekly release update: Apr Week 1
Updates from last two weeks! 👀 Here’s what’s new in Salesforge 📬 1. New Integration Drop: Salesforge x Breakcold Integration is LIVE! With Breakcold’s social selling & CRM magic now baked into Salesforge, users can push their contacts from Breakcold into their Salesforge account and do outreach like bacon producing bosses. No more siloed outreach - Breakcold + Salesforge = next-level pipeline domination. 2. New Integration Drop: Salesforge x Pipedrive Integration is LIVE! Sync contacts from Pipedrive directly into Salesforge Kick off outreach sequences instantly using CRM data Eliminate manual exports and keep their workflows tight and efficient It’s now easier than ever to bridge CRM and outreach—Salesforge + Pipedrive = smooth prospecting at scale. 3. New Integration Drop: Salesforge x Databar Integration is LIVE! Enrich leads on the fly with up-to-date info Push enriched data into Salesforge Craft hyper-personalized outreach that hits way harder This unlocks serious personalization at scale. No more stale data, no more guesswork—Salesforge + Databar = smart outreach. Join the event to know more: https://lu.ma/g3wq3nt4 4. New feature drop: Opt out page logic improvements! From now on even if ESP scans the unsubscribe link, it will not unsubscribe the user until he actually clicks on a button in the dedicated unsubscribe page, this way we can ensure that there was an actual intent to unsubscribe from the email.5. New Feature Drop: “Last Contacted” Filter is LIVE! Filter out contacts that haven’t been contacted in X days, weeks, or months Re-engage cold leads with precision This filter works up to 6 months—so whether it’s been 7 days or 180, users can now slice and dice their contact list like pros. We introduced in Agent Frank 🤖 1. New feature: Auto-Switch Languages: Frank now automatically adjusts the language of your emails based on the prospect’s LinkedIn profile language. But wait—he’s not stopping there. If a prospect replies in a different language, Frank will auto-switch the reply language too. Multilingual outreach? Handled. 2. New feature: Stop Multi-Threading: No more awkwardly emailing five people from the same company after one already replied. With this setting on, Frank will automatically stop outreach to other contacts at the same company as soon as anyone replies. Smarter targeting. Less noise. More respect. 3. New feature: Google Meet Links Are Now Supported! We’ve added support for Google Meet links under the “Send meeting link” goal! That means users can now use their Google Meet link in Agent Frank, just like Calendly or HubSpot. New free tools on salesforge.ai 🔨 Sales Forecast Tool: Get a data-driven projection of how many meetings, SQLs, and new customers you can expect per month. ROI Calculator: Calculate how quickly you will see a return on your initial investment, when hiring Agent Frank! WHOIS Domain Checker Tool: Check details of any domain within seconds! Email Service Provider (ESP) Checker: Identify the email service providers (ESPs) of your lead list & get an easy CSV report. LinkedIn Message Generator: Generate personalized LinkedIn messages for your prospects in seconds! Email Deliverability Test: Check the health of your mailboxes and get results delivered to you instantly via email. We're still working on more features & workflow improvements across all forges in April! 🌱