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Playbook AI

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Company health

Employee growth
14% increase in the last year
Web traffic
87% decrease in the last quarter

Ratings

G2
4.7/5
(24)
Capterra
4.6/5
(22)

Playbook AI description

Playbook AI is a cloud-based software designed for sales teams in businesses. It helps automate sales processes, manage sales strategies, and improve the chances of closing deals. Playbook AI aims to make sales teams more efficient and productive, ultimately increasing sales and revenue.


Who is Playbook AI best for

Playbook AI is a cloud-based sales engagement platform designed for sales teams of all sizes. It automates processes, manages strategies, and improves closing rates. Users praise its intuitive interface, effective campaign automation, and excellent customer support. However, some find the initial setup complex. Playbook AI offers flexible pricing with tiered plans to suit different needs.

  • Ideal for small to medium-sized businesses (1-1000 employees), especially in software, IT, and telecommunications.

  • Best fit for software, IT, and telecommunications companies seeking enhanced sales engagement and automation.


Playbook AI features

Supported

Playbook AI orchestrates omnichannel and account-based plays to engage prospects better.

Supported

Playbook AI leverages reporting tools to increase win-rates.

Supported

Playbook AI prescribes lead follow-up actions for sales reps.

Supported

Playbook AI ensures hassle-free security compliance.

Supported

Playbook AI leverages automation to enhance account coverage.

Supported

Playbook AI integrates tools via webhooks and API.

Supported

Playbook AI automates personalized messaging for maximum impact.

Qualities

We evaluate the sentiment that users express about non-functional aspects of the software

Customer Service

Strongly positive
+1

Ease of Use

Strongly positive
+0.93

Reliability and Performance

Rather positive
+0.43

Ease of Implementation

Neutral
+0.14

Playbook AI reviews

We've summarised 46 Playbook AI reviews (Playbook AI Capterra reviews and Playbook AI G2 reviews) and summarised the main points below.

Pros of Playbook AI
  • Excellent and responsive customer support.
  • Intuitive and easy-to-use interface.
  • Effective campaign creation and automation across multiple channels (email, call, LinkedIn).
  • Useful features for lead management, activity tracking, and reporting.
  • Good value for money with flexible pricing.
Cons of Playbook AI
  • Plays can be complicated to set up initially.
  • Occasional lag on the platform.
  • Limited WhatsApp integration for the Indian market.
  • Advanced features may be lacking for mature sales teams.
  • Sales forecasting feature is missing.

Playbook AI pricing

The commentary is based on 2 reviews from Playbook AI Capterra reviews.

Playbook AI is considered cost-effective and offers great value. Users find it budget-friendly, especially highlighting its functionality relative to the price. No pricing complaints were found in the reviews.

Users sentiment

Strongly positive
+1

See the Playbook AI pricing page.

  • Playbook AI has a free trial.

Accelerate
$60

Account Management, Tasks, Appointments, and Notes, Sales sequence (Basic Workflows), Email, Call, Kanban view for Sales Pipelines, Built-in Calendar, Next Best Action (Activityboard), Call Recording

Dominate
$80

Everything in ACCELERATE, plus: Contact and Account Scoring Mechanisms, Sales sequence (Advanced Workflows), Email, Call, SMS, Twitter, Linkedin, Advanced Steps, Multiple Sales Pipelines, Automated Linkedin activities, Inbox Rotation, Custom forms for Deal Management, Custom Fields for Accounts and Contacts, Dialer, LinkedIn Lead Finder

Enterprise
Custom

Everything in DOMINATE, plus: Deal Management, Sentiment Analysis, Custom Integrations, Migration from other CRMs, Lead Enrichment from 20+ Sources


Playbook AI alternatives

  • Logo of SAP Sales Cloud
    SAP Sales Cloud
    Empowers sales teams with data-driven insights to close deals faster.
    Read more
  • Logo of Outreach
    Outreach
    Engage prospects, automate workflows, and close deals faster.
    Read more
  • Logo of AccountAim
    AccountAim
    Smarter account targeting and territory management for bigger sales.
    Read more
  • Logo of spotlight.ai
    spotlight.ai
    AI-powered sales insights to close deals faster.
    Read more
  • Logo of ZenProspect
    ZenProspect
    Find, reach, and close more leads with automated sales tools.
    Read more
  • Logo of Salesforce Sales Cloud
    Salesforce Sales Cloud
    Streamlines sales, manages contacts, boosts productivity, closes deals.
    Read more

Playbook AI FAQ

  • What is Playbook AI and what does Playbook AI do?

    Playbook AI is a cloud-based sales engagement platform designed to automate sales processes, manage strategies, and improve closing rates. It offers sales orchestration, analytics, execution, workflow automation, and automated messaging. Playbook AI helps sales teams boost efficiency and productivity, ultimately driving sales growth and revenue.

  • How does Playbook AI integrate with other tools?

    Playbook AI integrates with other tools via webhooks and API. This allows for flexible integration with various platforms, enhancing its automation and data-sharing capabilities. It integrates with popular CRMs and offers additional integrations for higher-tier plans.

  • What the main competitors of Playbook AI?

    Alternatives to Playbook AI include HubSpot Sales Hub, TigerEye, and Journey. These platforms offer similar sales automation and engagement features, catering to businesses seeking streamlined sales processes and improved productivity.

  • Is Playbook AI legit?

    Playbook AI appears legitimate, boasting positive ratings (4.7/5 on G2, 4.64/5 on Capterra) and user reviews praising its intuitive interface and effective campaign automation. A free trial and transparent pricing further enhance its safe and credible image.

  • How much does Playbook AI cost?

    Playbook AI pricing includes the Accelerate plan at $60/month, the Dominate plan at $80/month, and the Enterprise plan with custom pricing. Is Playbook AI worth it? It depends on your needs, but the product offers a free trial to explore its features and determine its value.

  • Is Playbook AI customer service good?

    Playbook AI's customer service receives overwhelmingly positive feedback. Users consistently praise the support team's responsiveness, helpfulness, and availability. They appreciate the prompt attention to queries and concerns, contributing to a seamless experience.


Reviewed by

MK
Michal Kaczor
CEO at Gralio

Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

TT
Tymon Terlikiewicz
CTO at Gralio

Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.

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