--- title: "SalesDirector.ai Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about SalesDirector.ai Software - reviews, pricing plans, popular comparisons to other Data Entry products and more." source_url: "https://www.capterra.com/p/170868/SalesDirector-ai/" page_type: "product" language: "en" --- # SalesDirector.ai Software Review 2026: Features, Integrations, Pros & Cons Last updated on July 21, 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) SalesDirector.ai ## What is SalesDirector.ai? Automate CRM Data Entry. Capture all interactions between sellers and buyers without requiring Reps to remember to tag emails or interact with any App. - Email, meeting, call, SMS, activity tracking - Contact auto creation & Opportunity association - Fill in custom CRM opportunity fields ## What is SalesDirector.ai used for? [Sales Force Automation](https://www.capterra.com/sales-force-automation-software/)[Marketing Analytics](https://www.capterra.com/marketing-analytics-software/)[Account Based Marketing](https://www.capterra.com/account-based-marketing-software/) Overall rating Based on 31 user reviews Reviews sentiment Positive 94% Neutral 6% Negative 0% Starting price $29 Per User, Per Month Free trial not available 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 SalesDirector.ai?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.bigtincan.com/&name=SalesDirector.ai) ## 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. ### SalesDirector.ai 4.5 (31) VS. [### EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/) [4.7 (908)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting Price $29 Per User, Per Month Starting Price $14.99 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (31) Ease Of Use 4.5 (908) Value For Money 4.7 (21) Value For Money 4.7 (827) Customer Service 4.7 (24) Customer Service 4.8 (847) ## SalesDirector.ai alternatives [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) [4.5 (3,057)](https://www.capterra.com/p/132666/Pipedrive/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Outreach](https://www.capterra.com/p/159318/Outreach/) [4.4 (311)](https://www.capterra.com/p/159318/Outreach/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [Salesloft](https://www.capterra.com/p/157977/Salesloft/) [4.3 (231)](https://www.capterra.com/p/157977/Salesloft/reviews/) Starting price $0.01 Per User, Per Month Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [Close](https://www.capterra.com/p/132667/Close-io/) [4.7 (164)](https://www.capterra.com/p/132667/Close-io/reviews/) Starting price $35.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars ## FAQs about SalesDirector.ai Overview ### Which roles and teams benefit most from SalesDirector.ai? SalesDirector.ai is most used by sales teams, customer success leaders, and revenue operations managers who need better pipeline visibility and guided outreach. Account executives and development reps use it to prioritize prospects and manage follow-ups, while sales leaders and executives rely on it for forecasting, performance tracking, and scaling repeatable revenue workflows. Answer based on 31 reviews Overview ### What company size and specific industries is SalesDirector.ai built for? SalesDirector.ai is designed for B2B enterprise sales teams, along with marketing and customer success teams at larger organizations. It fits companies that sell to other businesses and need support for sales, marketing, and post-sale customer management across enterprise operations. Talk to an expert ### More questions? Ask our experts Features and Usability ### What are the key features of SalesDirector.ai? SalesDirector.ai offers AI and machine learning for predictive analytics, forecasting, and dynamic modeling, plus CRM integration, API access, and third-party integrations. It also includes account alerts, activity tracking, conversation intelligence, pipeline reports, revenue management, and reporting features such as dashboards, performance metrics, win/loss analysis, and sales trend analysis. Pricing ### How much does it cost and what fees or limitations are included? SalesDirector.ai starts at $29 per user per month for the Activity Capture plan, which includes automatically creating contacts, logging emails and events to CRM, and signature-based contact enrichment. Revenue Insights has custom pricing. No free plan, trial, setup fee, or contract terms are listed. Answer based on 1 reviews Integrations ### Which third-party tools and platforms does SalesDirector.ai integrate with? SalesDirector.ai integrates with 10 third-party tools, including Gmail, Google Workspace, Microsoft 365, Microsoft Outlook, LinkedIn for Business, NetSuite, Zendesk Suite, Salesforce Sales Cloud, Salesforce Marketing Cloud Account Engagement, and ClearSlide. These integrations span email, productivity, CRM, customer support, and sales enablement workflows. Answer based on 10 reviews Getting Started and Support ### What training and onboarding options does SalesDirector.ai offer? SalesDirector.ai provides in person training, live online sessions, webinars, and documentation to help teams get started. In person and live online formats support guided instruction, webinars cover scheduled group learning, and documentation offers written reference material for self-paced review and feature lookup. Getting Started and Support ### What customer support options does SalesDirector.ai offer? SalesDirector.ai provides Email/Help Desk, FAQ/Forum, Knowledge Base, and Phone Support. These channels give users multiple ways to find answers and contact support, but no reviewer feedback is available here to describe response times, helpfulness, or common support frustrations. ## Features AI summary Based on 840 Data Entry reviews Capterra reviewers highlight these as the features buyers value most when choosing data entry software: - **Data Capture and Transfer** (**56%** of reviewers rated this feature as critical) - **Customizable Forms** (**63%**) - **Customizable Fields** (**56%**) SalesDirector.ai supports **Data Capture and Transfer**, which covers one of the top capabilities buyers look for in this category. However, it does not include **Customizable Forms** or **Customizable Fields**. Instead, the product offers **Data Retrieval** (**54%**), another feature reviewers consider important. This can help teams access and pull needed information quickly, while **Data Capture and Transfer** supports accurate movement of data between systems, helping businesses reduce manual work and keep records current. Account Alerts Informs of any account changes and notifications 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/Machine Learning Software program that continuously adjusts its behavior based on observed data 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 SalesDirector.ai 46 features ### All Features - Account Alerts: Informs of any account changes and notifications - 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/Machine Learning: Software program that continuously adjusts its behavior based on observed data - 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 - 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 Tracking: Track the performance of marketing campaigns across multiple channels. - Competitive Analysis: Evaluating strengths and weaknesses of companies with the same target audience - 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 - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - CRM Integration: Integration with third-party CRM systems - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Customer Management: Store and organize information about customers and previous interactions - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Capture and Transfer: Import, collect, and capture data from multiple sources - Data Entry: The process of entering information or updating records in a computer system or database - Data Retrieval: Search and find data in a structured format - Data Visualization: Graphical representation of data - Dynamic Modeling: Ability to learn and adapt from interactions with environment and data, and to model varying behavior over time. - Email Marketing: Create and send email blasts/campaigns - For Sales Teams/Organizations: Caters to sales teams - Forecasting: Form predictions based on past and present data/trends - Graphical Data Presentation: Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids - Health Score: Calculate a company, client account or person's health via a scoring system - Multi-Channel Attribution: A set of rules that assigns credit for sales and revenue to touchpoints across the customer journey - Multi-Channel Data Collection: Collect information from multiple sources - Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Reports: Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. - Predictive Analytics: Predict future data based on historical data sets - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - 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 - Sales Activity Management: Define, track, and/or automate sales activities and sales processes - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Statistical Analysis: Apply statistical/mathematical models to sets of data - Target Account Identification: Identify a list of target accounts that marketers want to turn into customers - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Usage Tracking/Analytics: Track and interpret metrics on the usage of company resources - Win/Loss Analysis: Analyze lost and won opportunities --- Get Advice We can help you find the software with the features you need. Features 4.5 (31) 4.5 Based on 31 reviews ## Pricing Value for money 4.7 (21) Activity Capture $29.00 Per User,Per Month It includes: - Automatically Log Emails & Events to CRM - Automatically Create Contacts - Enrich Contacts w/ Signature Capture Revenue Insights Contact vendor for details It includes: - Automatically Log Emails & Events to CRM - Automatically Create Contacts - Enrich Contacts w/ Signature Capture - Activity Meta Data Writeback to CRM - Opportunity Health Index to CRM - Account & Contact Health Index to CRM - Account & Contact Health Index to Salesforce - Reporting Analytics (available per seat) - 3rd Party Contact Enrichment (Clearbit, ZoomInfo, etc.) - Google GSuite - Microsoft Office 365 - Microsoft Exchange On Premise (2013+) - Salesforce - Microsoft Dynamics 365 (v8.0+) Revenue API Contact us for pricing It includes: - Automatically Log Emails & Events to CRM - Automatically Create Contacts - Enrich Contacts w/ Signature Capture - Activity Meta Data Writeback to CRM - Opportunity Health Index to CRM - Account & Contact Health Index to CRM - Account & Contact Health Index to Salesforce - Reporting Analytics (available per seat) - 3rd Party Contact Enrichment (Clearbit, ZoomInfo, etc.) - Direct Query Access to Data - Google GSuite - Microsoft Office 365 - Microsoft Exchange On Premise (2013+) - Salesforce - Microsoft Dynamics 365 (v8.0+) - Business Analytics Connectors (Tableau, Domo, Google Data Studio, etc) Value for money 4.7 (21) 4.7 Based on 21 reviews ## Integrations [ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ NetSuite](https://www.capterra.com/p/135757/NetSuite/)[ LinkedIn for Business](https://www.capterra.com/p/213505/LinkedIn-for-Business/) 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 4.7 (24) 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 4.7 (24) 4.7 Based on 24 reviews ## User reviews Overall rating 4.5 Based on 31 reviews Filter by rating 5(18) 4(11) 3(2) 2(0) 1(0) Mentioned topic Sorted by most recent SO Satar O. EAE Information Technology and Services ### "using SalesDirector as a Sales rep myself" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 March 2, 2021 Good, easy to use, def recommendable Pros Very easy to use, intuitive, synchs very fast with SFDC, no brainer Cons user interface can be made more 'sexy' in all honestly Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MR Marilyn R. Project Coordinator Marketing and Advertising ### "Quick Review" 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 March 2, 2021 Excellent Pros It’s easy use and intuitive in all aspects Cons I have no issue with the software at all Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Dale Z. SVP, Sales Computer Software ### "Good Forecasting Tool" 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 March 2, 2021 SalesDirector.ai is a good technology for forecasting and getting a lot of the data from your reps head and tasks into SFDC Pros Pros: 1) Forecasting - I check the accuracy of the forecasts and it is aligned 2) Rep Data being written to SDFC 3) Seeing timelines at a glance Cons Cons: 1) Reporting is getting better but takes some time to get your arms around Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JF Jennifer F. Territory Channel Manager Information Technology and Services ### "New user to solution" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 March 2, 2021 Reporting all in one place for various data requirements in role. Pros Two main features stand out - the integration to D365 CRM with scorecards and visibility into customer usage view at a highlevel with the link/integration to PowerBI. Cons No recommendations at this time as continuing to play around and integrate in daily processes and activity processes. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AD Amy D. Account Executive Mid Market Computer Software ### "Highly recommend " 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 March 2, 2021 I find Salesdirector easier to navigate than Salesforce, and I love being able to see my target vs my opportunities and shortfall. Highly recommend this tool to any business looking to enhance their sales executives organisation and follow ups. Pros Salesdirector is essentially how my brain works on a screen. I see my list of opportunities in the order I wish, with easily editable follow up notes, reminders and likelihood of closure. Salesdirector has an integration with Salesforce, Outlook and Outreach which ensures all activities are logged as efficiently as possible. Having tick boxes for my sales stage and notifications to remind me to follow up ensures that I am on top of my sales game. Highly recommend! Cons Sometimes activities don't pull through from my email if the client has a gmail domain Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. LC Luis C. VP of Sales Financial Services ### "Great insight and visualization" 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 February 26, 2021 Salesdirector.ai has provided me with invaluable insight in to the rep activity and has significantly helped improve forecasting. With the AI, I am confident that I am looking at a complete data set when speaking to my reps about opportunities as well as when I am preparing my forecast for Board Meetings. Additionally, the unique visualizations are excellent for quarterly Board reports. Pros Implementation of the product was very easy and we were able to realize the benefits within a few weeks of use. Cons I am really happy with the overall product, if I had one request it would be that the sync with salesforce happens more often than once per day. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RJ Rickey J. Customer Success Manager Computer Software ### "Pretty good but improvement is a must" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 6/10 February 26, 2021 Overall it's fine and a good tool to help increase productivity. I would hesitate to recommend it to anyone immediately without knowing their situation, but i would most likely recommend it. Pros I like the ease of use, it's pretty functional and for the most part is accurate. I especially like the waterfall and the related activity areas making it easy to see what activity has been done on it, by whom, and how recently. I like the sentiment faces as well, makes it very simple to see if action is needed based on that acitivty. Cons One thing i dislike is the font weight used. I've changed brightness of my screens and still i find it to be too light. I understand it is trying to be easy on the eyes, but it is difficult to see already because the font is way too light, and if you are screen sharing (i.e. with a manager) it is even harder to see. The font weight needs to be heavier. Also, i am not sure why, but sometimes the data is incorrect. Dynamics CRM will show one number, SD.ai will show a different number (usually lower) and PowerBI will show a different number. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CV Crispin V. SVP Sales Information Technology and Services ### "Excellent platform; a hidden gem of sorts" 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 February 24, 2021 See above - it's been solid. Two biggest things that stand out to me: 1) Their team bending over backwards to make us happy. Probably not something that's scalable two years from now, but our experience thus far has been wonderful working with them 2) The reporting. We're running performance reviews better, 1:1s better, board calls better... all because we're able to quickly tap into insights that salesforce just isn't built to think of. They also produce some reports that are in our board decks and, frankly, take our sales operations team hours to build due to the complexity of the data Pros 1) We were stood up in days; ease of deployment is high 2) Their team is excellent. Smaller business - so eager to delight customers - but as you want to adapt the system to match your needs, their team (from the \[SENSITIVE CONTENT HIDDEN\] down) are responsive and helpful and proposed changes kick into effect almost immediately 3) For us, this accomplishes a handful of things that are part annoyance erasers and part game-changers for our sales org: - They get things out of Outlook and into Salesforce with zero rep lift. While there are minor issues with accuracy of data (e.g., if you have two opportunities open with the same company, it may struggle to figure out where to log things), it eliminates the annoyance of reps who refuse to log things in CRM - They provide analytics - that continue to improve - on deal and prospect engagement. It's an effective coaching tool (you can flag reps who are forecasting deals that haven't engaged with you for weeks) and provides a stronger and more intuitive way to run forecast reviews - They provide buying committee persona/contact roles analysis; as you look to coach reps through access to power/mobilizers/blockers, the platform has a presentation mode that allows reps and managers to smartly map roles (and engagement of people) into the right buying persona sets - The reporting is sick! Salesforce should be ashamed of itself when you look at what SDAI offers. We have identified risks we hadn't ever thought of a the click of a button Cons The Outlook integration (getting things automatically from Outlook into Salesforce) is the only thing that we've honestly had issues with, and that's minor and something that I don't see any platform doing any better than SDAI Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. BP Bryan P. CS Operations Lead Computer Software ### "Great for data-scraping; Fast and quality Support" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 February 23, 2021 Overall, very positive. Very helpful in monitoring our customer engagement, evaluate accounts and opportunities that are healthy or may need attention Pros We really just use SD to scrape email and meetings from Google and log them into SFDC. We don't really use their interface at all, but do find the scraping and logging of meetings and emails very impactful in our Sales Operations and customer engagement Cons There doesn't seem to be a way for us to view our rules or tweak them ourselves. We always have to reach out to our contacts at SD for support, however that support is timely and high quality Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. KJ Kelly J. CSM Marketing and Advertising ### "Good for sales, not Customer Success Management" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 5/10 February 23, 2021 Overall it's a good tool. The technical support has been great!! They've really customized the tool to help fit our needs. Pros Being able to track customer opportunities (deals) and seeing what they've already purchased. Cons With my line of work, we want to see how customers are using the solution and being able to query data to build use cases. However, this isn't the best tool for forecasting the usage of the software. There's a bit of a lag which can be a bit of a pitfall when you're trying to get people to purchase something else but you don't have the right data points to back up the big purchase. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/170868/SalesDirector-ai/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.