--- title: "Playbook AI Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Playbook AI Software - reviews, pricing plans, popular comparisons to other Sales Engagement Platform products and more." source_url: "https://www.capterra.com/p/202881/Playbook-AI/" page_type: "product" language: "en" --- # Playbook AI Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 16, 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) Playbook AI ## What is Playbook AI? Playbook AI is a global B2B SaaS company that enables revenue teams to orchestrate & execute sales playbooks that build more pipeline, accelerate deal velocity and enhance win-rate. Our AI-driven Sales Engagement Platform (SEP) can help organizations to: • Run high-velocity omni-channel outbound campaigns to build predictable revenue • Measure performance of the outbound sales plays/sales reps to optimize the outbound campaigns and enhance sales coaching • Empower the sales reps to increase ROI by leveraging Account Based efforts • Ensure that the sales reps never miss a follow up • Get actionable insights on the sales pipeline, a detailed analysis of which accounts are likely to close, and know in-depth strengths and weaknesses of any deal. ## What is Playbook AI used for? [Sales Enablement](https://www.capterra.com/sales-enablement-software/)[Sales Engagement Platform](https://www.capterra.com/sales-engagement-platform-software/) Top alternative Featured Overall rating Based on 22 user reviews Reviews sentiment Positive 100% Neutral 0% Negative 0% ### Starting price Free trial 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... - Sales Enablement / 2025 Do you work for Playbook AI?[Manage this product listing](https://www.g2.com/products/playbook-ai/claim_requests/new?auto=true) ## 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. ### Playbook AI 4.6 (22) VS. [4.7 (24,199)](https://www.capterra.com/p/135003/Slack/reviews/) Starting Price Contact vendor Starting Price $8.75 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.7 (22) Ease Of Use 4.6 (22,754) Value For Money 4.8 (20) Value For Money 4.5 (15,310) Customer Service 4.9 (22) Customer Service 4.4 (13,568) ## Playbook AI alternatives [4.4 (18,808)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.3 (6,996)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.6 (186)](https://www.capterra.com/p/191759/Showell/reviews/) Starting price $0.01 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.5 (506)](https://www.capterra.com/p/214215/HubSpot-SalesHub/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/202881/Playbook-AI/alternatives/) ## FAQs about Playbook AI Overview ### Which roles and teams benefit most from Playbook AI? Playbook AI is most used by sales development and business development teams, including SDRs, BDRs, and sales managers, who need faster prospecting, outreach, and play execution. Talent and solutions specialists use it to streamline candidate or client engagement, while marketing and operations leaders rely on it for workflow consistency and team coordination. Answer based on 22 reviews Overview ### What company size and industries is Playbook AI built for? Playbook AI is built mainly for small business business development teams, with 64% of reviewers from small companies and 50% from Information Technology and Services. It also serves midsize businesses at 36%, with additional use in Financial Services and Human Resources at 14% each, primarily for sales enablement. Answer based on 22 reviews Features and Usability ### What are the key features of Playbook AI? Playbook AI offers CRM, contact management, lead management, opportunity management, and pipeline management for sales workflows. It also includes task management, calendar management, meeting management, and workflow management, plus activity tracking, reporting and statistics, customizable reports, alerts and notifications, and third-party integrations. Integrations ### Which third-party tools and platforms does Playbook AI integrate with? Playbook AI integrates with HubSpot CRM and LinkedIn Sales Navigator, and its catalog also includes ChatGPT, Fireflies, Google Workspace, Microsoft 365, Microsoft Power BI, Pipedrive, Salesforce Tool Suite, Twilio, and Zoho CRM Plus. These integrations cover CRM, productivity, analytics, and communication tools. Answer based on 4 reviews Getting Started and Support ### What training and onboarding options does Playbook AI offer? Playbook AI provides in-person training, live online sessions, documentation, and videos to help teams get started. In-person and live online sessions support guided instruction, while documentation and videos offer reference material and self-paced learning for users reviewing product steps and features. Getting Started and Support ### What customer support options does Playbook AI offer? Playbook AI provides email/help desk, FAQ/forum, knowledge base, phone support, 24/7 live rep, and chat. Users describe the support team as prompt, responsive, and quick to fix glitches, with requests often handled soon and issues resolved in a short time frame. Answer based on 3 reviews ## Features AI summary Based on 2,485 Sales Engagement Platform reviews Not all sales enablement platforms cover every must-have feature. Here is what Capterra reviewers identify as essential when choosing a solution: - **Contact Management** (**55%** of reviewers rated this feature as critical) - **Contact Database** (**58%**) - **Lead Management** (**52%**) Playbook AI supports **Contact Management** and **Lead Management**, helping sales teams organize prospect information and track opportunities through the pipeline. However, it does not include **Contact Database**. Instead, it offers other highly rated capabilities, including **CRM** (**58%**) and **Third-Party Integrations** (**57%**), which give teams a connected way to manage customer relationships and link sales data with other business tools, allowing teams to keep records accessible and move prospects forward more efficiently. Contact Management 4.8 (6) 50.00% of 6 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Lead Management 4.8 (6) 66.67% of 6 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process CRM 4.8 (5) 80.00% of 5 reviewers that rated this feature as important or highly important Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Third-Party Integrations 4.5 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Set up connections to third-party platforms to improve business processes Email Management 4.8 (6) 66.67% of 6 reviewers that rated this feature as important or highly important Manage, store and organize emails within the system or via third-party apps Performance Management 4.8 (6) 66.67% of 6 reviewers that rated this feature as important or highly important Organize and manage the accomplishments and development of employees or performance of applications or systems Playbook AI 27 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - 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 - 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 - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Email Management: Manage, store and organize emails within the system or via third-party apps - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - For Sales Teams/Organizations: Caters to sales teams - Lead Capture: Automatically identify and save contact information of potential customers - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Meeting Management: Manage the process of planning and scheduling meetings, including agenda creation - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Prioritization: Arrange tasks based on the level of priority or urgency - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Sales Onboarding & Training: Process of training new hires by providing them with sales tools and knowledge needed to complete the job - Task Management: Create, manage and track all task activities and progression - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - 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 4.5 (22) 4.5 Based on 22 reviews ## Pricing Value for money 4.8 (20) ### Starting price Free trial available Value for money 4.8 (20) 4.8 Based on 20 reviews ## Integrations [ Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[ Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/)[ Fireflies](https://www.capterra.com/p/197037/Fireflies/)[ ZeroBounce](https://www.capterra.com/p/169340/ZeroBounce/)[ Tidio](https://www.capterra.com/p/144040/Tidio-Chat/) 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 (22) 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 (22) 4.9 Based on 22 reviews ## User reviews Overall rating 4.6 Based on 22 reviews Filter by rating 5(14) 4(8) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent AS Ambuj S. Talent Solutions Specialist Human Resources ### "Why do I like PlaybookAI the most for sales & lead generation!" 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 June 28, 2024 Pros (1) Their customer support is amazing (2) The tool is very intuitive and easy to understand, implementat, and use (3) Their team is very active and open to not only listening to the feedback but also implementing it Cons Some of the new features they have recently launched (Enriching of Leads, etc.) are a little slow in loading. 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. RJ Riya J. SDR Information Technology and Services ### "super tool for sales enablement : playbook.ai" 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 June 6, 2024 My overall experience while using the playbook is wonderful. We get good support from the team. They are available whenever we need any help. Good CRM tool overall. Pros Support system is super good. Easy to use, easy to track activities, nurture the leads, compare performances. Cons There are no such cons as such till now. Everything is good. Alternatives considered [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/) [Zoho Desk](https://www.capterra.com/p/169505/Zoho-Desk/) Reasons for choosing Playbook AI Easy to use, Affordable, cost effective, great support. 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. DB Deepak B. Head of Business Development Information Technology and Services ### "Qoruz's review on Playbook" 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 June 6, 2024 Pros They have an exceptional customer service as most of our requirements are heard of met soon. Cons Campaigns are a bit complicated for new users. 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. HK Harshitha K. Corporate Travel Operations Manager Hospitality ### "Overall Preety Happy with how it helps me function" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 9/10 June 6, 2024 Pros its fast and effective and i can shuffle my leads better in making calls , guided follow ups it makes me keep in track. Cons I wish for it to be more diverse for all the industries. 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. LI Lidya I. Business Development Information Technology and Services ### "Excellent performance" 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 June 6, 2024 Pros Easy to use and directly connect to salesforces Cons Actively tracking the activities and uodated to the rest 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. AS Amandeep S. Regional Sales Manager Computer Software ### "Best tool for Sales Folks " 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 June 4, 2024 Pros It goes a long way in ensuring coverage of accounts using a systematic approach and cadence. Cons Nothing really, the package was overall great. 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. BD Banajit D. Student Education Management ### "A great tool for Lead Management and Automate Activities" 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 June 4, 2024 Amazing product with a great customer support. Pros The best of the platform is the campaign creator where you can create the workflow with different channels like Email, Call, LinkedIn etc. Cons I did not find any cons on the platform as it fulfilled my needs completely 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. Dharini B. Marketing Specialist Information Technology and Services ### "Playbook AI - Automation Made Easy" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 4, 2024 I'd anyday recommend them because our CTR, delivery everything went up and we did have 1-2 big conversions. Pros It's extremely user friendly and I've had a seamless experience throughout. Rohit was our POC and their support was incredible. Cons Nothing as such, but I feel like the site crashes sometimes but it usually gets fixed immediately. Towards the end I didn't face any issue. 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. NF Noor F. Business Development Representative Information Technology and Services ### "It is very helpful calling app" 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 June 3, 2024 Its great and user friendly gives accurate reports and all features are very well placed for calling purpose. Pros User friendly and the features are very good gives all the information to mke reports. Cons I liked everything overall it is great. There is nothing that i did not like yhe least. 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. MD Mansi D. Talent Solutions Specialist Human Resources ### "Easy to Use and Great Customer Support" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 May 24, 2024 Pros This is a fairly easy to use, intuitive tool. It has really helped in mass email outreach and is great for keeping tabs on and following up on the leads. After being set up, the plays do not require the user to remember and send follow-ups, which reduces human error. The customer service team is very prompt and responsive, and tries to rectify any problem as fast as they can. Cons It is a little complicated to set it up initially, but post that stage, it runs smoothly. 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. [View all Reviews](https://www.capterra.com/p/202881/Playbook-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.