--- title: "Sam.ai Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Sam.ai Software - reviews, pricing plans, popular comparisons to other All-in-One Marketing Platform products and more." source_url: "https://www.capterra.com/p/163389/SAM/" page_type: "product" language: "en" --- # Sam.ai Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Sam.ai ## What is Sam.ai? Sam.ai handles 71% of your prospecting autonomously: finding ideal clients, crafting affinity based personalized messages, running multi-channel outreach, and booking qualified meetings while you focus on what humans do best — building real relationships. ## What is Sam.ai used for? [All-in-One Marketing Platform](https://www.capterra.com/all-in-one-marketing-software/)[Sales Tracking](https://www.capterra.com/sales-tracking-software/)[Marketing Automation](https://www.capterra.com/marketing-automation-software/) Top alternative Featured Overall rating Based on 10 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $95 Per Feature, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Sam.ai?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.sam.ai&name=Sam.ai) ## Sam.ai Overview Updated August 2026 AI summary Sam.ai equips small, midsize, and enterprise businesses with an all-in-one marketing and CRM platform focused on lead management, multi-channel marketing, campaign analytics, and marketing automation. Notable features include AI Copilot, generative AI, lead nurturing, and live chat, with deployment on cloud and mobile devices. Integrations with Gmail, Outlook, and Zapier support workflow automation and communication. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Sam.ai 4.9 (10) VS. [4.6 (6,100)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price $95 Per Feature, Per Month Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (10) Ease Of Use 4.5 (6,051) Value For Money 4.9 (9) Value For Money 4.3 (4,669) Customer Service 4.9 (10) Customer Service 4.4 (4,462) ## Sam.ai alternatives [4.6 (910)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.5 (1,150)](https://www.capterra.com/p/148516/Marketing-360/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.3 (167)](https://www.capterra.com/p/130199/LeadSquared/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [Thryv](https://www.capterra.com/p/156926/Thryv/) [4.2 (536)](https://www.capterra.com/p/156926/Thryv/reviews/) Starting price $99.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/156926/Thryv/) ## FAQs about Sam.ai Overview ### Which roles and teams benefit most from Sam.ai? Sam.ai is most used by executives, operations leaders, sales leaders, and marketing teams that need tighter meeting coordination and follow-through. CEOs, presidents, and vice presidents use it to streamline scheduling and decision-making, while coordinators, directors, and finance leaders rely on it to organize conversations, track action items, and reduce administrative overhead. Answer based on 10 reviews Overview ### What company size and specific industries is Sam.ai built for? Sam.ai is designed for relationship-driven B2B teams in commercial real estate, recruitment, and staffing. It fits organizations of various sizes that depend on managing client relationships, prospecting, and deal activity across these sectors, rather than companies focused on general consumer sales. Features and Usability ### What are the key features of Sam.ai? Sam.ai offers AI Copilot and generative AI for sales and marketing tasks, plus CRM, lead capture, lead scoring, and sales pipeline management. It also includes workflow automation, call logging, email tracking, reporting and analytics, visual analytics, and multi-channel marketing tools such as landing pages, web forms, and drip campaigns. Integrations ### Which third-party tools and platforms does Sam.ai integrate with? Sam.ai integrates with Gmail, Outlook Email Extractor, and Zapier. These connections cover email and automation use cases, letting Sam.ai work with common inbox tools and extend connections to additional apps through Zapier. Getting Started and Support ### What training and onboarding options does Sam.ai offer? Sam.ai provides in person training, live online sessions, webinars, and documentation for teams getting started. In person training supports direct instruction, live online sessions and webinars offer guided remote learning, and documentation gives written reference material for self-paced review and feature lookup. Getting Started and Support ### What customer support options does Sam.ai offer? Sam.ai provides email/help desk and phone support. These are the only support channels listed in the catalog data. No reviewer feedback about support experience is available, so no claims can be made about response speed, helpfulness, or common frustrations. ## Features AI summary Based on 3,021 All-in-One Marketing Platform reviews Capterra data shows that buyers of all-in-one marketing platforms rank the following features as their top priorities: - **Campaign Scheduling** (**51%** of reviewers rated this feature as critical) - **Email Marketing** (**53%**) - **Marketing Automation** (**52%**) Sam.ai includes **Email Marketing** and **Marketing Automation**, giving marketing teams a way to run targeted outreach and automate repeatable campaigns. However, it does not include **Campaign Scheduling**. Instead, it offers other highly rated capabilities such as **CRM** (**60%**), **Lead Capture** (**57%**), and **Campaign Analytics** (**49%**), helping businesses manage prospect relationships, collect new leads, and track campaign results in one place. A/B Testing Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Sam.ai 73 features ### All Features - A/B Testing: Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Appointment Scheduling: Schedule appointments via a calendar - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Call Logging: Collects essential call data such as call origin, call destination, call length, and other transaction details - Campaign Analytics: Track and interpret campaign performance metrics - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Campaign Segmentation: Group campaigns by project, client, or campaign for better management. - Commenting/Notes: Leave comments and notes on documents for others to view - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Conversion Tracking: Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Journey Mapping: Visualize and analyze customer experience across all touchpoints and channels - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customizable Branding: Add customized logos and colors to align with company branding - Customizable CTAs: Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.) - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Data Security: Protect sensitive data for digital privacy - Data Visualization: Graphical representation of data - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Drip Campaigns: Send automated marketing emails based on user actions over a predetermined period - Dynamic Content: Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Interaction Tracking: Track interaction history by documenting conversations for contacts - Landing Pages/Web Forms: Create landing pages or online forms designed to capture new leads and prospects - Lead Capture: Automatically identify and save contact information of potential customers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Scoring: Score a lead based on quality or likelihood to buy/convert based on predetermined criteria - Leaderboards: Boards that use custom metrics to show how leading performers compare to other individuals/teams - Live Chat: Ability to chat online in real time - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Marketing Calendar: See past and upcoming campaigns and communications in a calendar view - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multi-Channel Marketing: Coordinate marketing efforts across channels (email, landing pages, social media, etc.) - Multivariate Testing: Create many versions of emails, forms, or actions and gauge which is most effective - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Revenue Management: Monitor sales and make necessary adjustment in order to increase demand and revenue - ROI Tracking: Monitor conversion rates and analyze effectiveness and profitability of marketing efforts - Sales Analytics: Track in detail how users interact with your campaigns and pages (scrolling, button interactions, etc.) - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Search Marketing: Track visibility and traffic from search engines - Segmentation: Group leads or contacts based on their specific characteristics - Social Marketing: Manage campaigns and track engagement for marketing efforts across social media channels - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Social Media Monitoring: Track activity on sites such as Facebook, Twitter, Instagram, etc. - Task Management: Create, manage and track all task activities and progression - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Website Visitor Tracking: Monitor activity of individuals who visit your website using cookies - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.7 (10) 4.7 Based on 10 reviews ## Pricing Value for money 4.9 (9) Starter $95.00 Per Feature,Per Month Value for money 4.9 (9) 4.9 Based on 9 reviews ## Integrations [ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Outlook Email Extractor](https://www.capterra.com/p/10002490/Outlook-Email-Extractor/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (10) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (10) 4.9 Based on 10 reviews ## User reviews Overall rating 4.9 Based on 10 reviews Filter by rating 5(9) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent AD Ali Deniz E. Director of Online Marketing Internet ### "SAM meets all our online marketing requirements" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 8, 2022 Pros By combining all required online marketing tools inside, SAM provides an all-in-one solution for our online marketing needs. Cons Management panel of SAM is a little bit complex and due to having alot of features inside it is hard to get used to with the management panel. Switched from [Deltek Vantagepoint](https://www.capterra.com/p/225612/Vantagepoint/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MD Marcos D. Founding Editor Media Production ### "Good value and feature set" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 27, 2019 Pros The features for bulk emailing are good and steadily improving. The SAM team is responsive and listens to my needs Cons Still waiting on some additional features. I'm not the typical CRM customer so I'm patient as higher priority work is done sooner. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User Director Financial Services ### "Great Customer Support!" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 December 19, 2018 Overall experience: Positive!!! Pros Great customer support, easy to navigate. Cons Can't tell yet, I'm just now learning to use CMS. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. BH Bryan H. Vice President, Finance Executive Office ### "Great Asset, Low Cost" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 19, 2018 Overall, my team has saved time by implementing one unified platform. The billing has been easier and all of my data is stored in one place. Pros The ease of use and familiarity. Additionally, coming from a finance perspective, the cost savings as well as SAM's ability to replace multiple platforms and logins has saved my team countless hours over the past couple of years. Cons As a SaaS platform it has the standard limitations and drawbacks that you would expect. I would like to have someone come in twice per year to train my team on the new features. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. FB FAISAL B. President Wholesale ### "Overall a good experience so far" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 December 14, 2018 Overall experience has been great. It is a good value for money, helps the business a lot and one can target one's customers in many different ways which is always very helpful. Pros It is user friendly. Easy to understand and manage. Cons Should have allowance for more email addresses to be included in the email list for a low flat rate. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Naomi G. Senior Vice President and Founding Partner Facilities Services ### "Get Smart with SAM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 December 10, 2018 SAM offers a suite of various applications. You can organize your contacts, maintain relevant information and therefore stay on top of your pipeline. You have access to key metrics in real time which enables you to see the results and the ROI. Once again, come back to me when I have learned more. However, one can see the robust intelligence of this product. In addition, Raz and his team have the patience to teach, recommend, suggest so that you can feel comfortable in reaching out for support. Pros There are many software features that enable me to recommend this product. SAM's ability to take a name, a lead and inform you of all those items that you could and should know. Following up on leads through the email blasts and templates ; specifically following the journey of those that have open and clicked. Downloading the information of who to follow is easy through the reports you can make. These are all just a part of this productive software. Cons It may not be considered a "con". It is more to the individual. This is a robust software that combines the sales, the marketing, the management, prediction and reporting withe ease of use. The only "con" is that there is so much to learn, either through the training, the support or the videos. So come to me in a few months when I know more! Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor December 18, 2018 Naomi, thank you for your feedback. We appreciate your business and loyalty. JA jennifer A. Executive Coordinator Venture Capital & Private Equity ### "I LOVE this platform! " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 10, 2018 Pros I loved the ease of the initial import (just match fields and hit save), the gathering of AI on each Lead (this gathers up interests and topics, obtains social media profiles as well which is super helpful!). Adding in new Leads is super easy - you can go in to create one by one, or do a quick add by the spreadsheet function. It is really nice to have multiple options to add in a Lead! Cons This seems a little pricey, however, you get what you pay for. This CRM offers a massive amount of features and customization, so I can understand why this isn't one of the less expensive platforms. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor December 18, 2018 Thanks for your feedback Jennifer. We are glad that you are happy with our service. Alex S. CEO Management Consulting ### "Value like no other" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 10, 2018 We are able to manage thousands of clients via lead scoring. Something impossible to do unless you have a marketing automation tool. Pros Sam.ai has the best value of all it's competitors. In my last role as a VP of Sales and marketing I had to evaluate Oracle Eloqua, Pardot from SalesForce and Sam.ai -After almost three months of interviews with all platforms, Demos and pricing conversations SAM.ai was hands down the best value for any organization. SAM's platform offered the same or better tools than all its competitors , but pricing was constructed in a way that was scalable and affordable. Cons I didn't need the images on the Icons on the navigation. A simple Icon could have done the trick. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor December 18, 2018 Alex, thanks for the great review. We appreciate your honesty. Michael V. VP of Sales Machinery ### "The Entrepreneurs' CRM System " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 7, 2018 The SAM leadership team is comprised of entrepreneurs and thus were very keen on providing customized solutions to support a 21st century manufacturing business. I highly recommend SAM to any business that is entrepreneurially focused. Pros SAMs user experience is simple yet robust enough to scale existing clients and develop new clients across industry verticals. Cons There have been a few glitches in which inputted leads were deleted. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor December 18, 2018 Thanks for your feedback Michael. We truly appreciate your business. CW Catherine W. COO Construction ### "A-Z Fire Alarm Security, Inc. SAM.ai review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 7, 2018 Very positive experience. Support team are wonderful and provide unparalleled customer service. Pros the ease of access to the founders who are incredibly responsible. the ability of sam.ai to be customized to what I've asked for. Cons the integration to outlook took longer than anticipated. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor December 18, 2018 Thanks for the great review Catherine. We are glad that you are happy with our service. [View all Reviews](https://www.capterra.com/p/163389/SAM/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.