# Playbooks Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Playbooks Software - reviews, pricing plans, popular comparisons to other Inside Sales products and more. Source: https://www.capterra.com/p/235575/Playbooks/alternatives --- # Playbooks Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 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)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Playbooks ## What is Playbooks? Predictive Playbooks, formerly InsideSales.com, is an AI-powered cadence-based sales application for strategic sales teams. Playbooks guides reps with pre-set or custom cadence strategies, called Plays, through their engagement with customers and enables greater efficiency and effectiveness by delivering AI insights on who to sell to and how and when to engage. ## What is Playbooks used for? [Telephony](https://www.capterra.com/telephony-software/)[Sales Force Automation](https://www.capterra.com/sales-force-automation-software/)[Predictive Lead Scoring](https://www.capterra.com/predictive-lead-scoring-software/) Overall rating Based on 35 user reviews Reviews sentiment Positive 57% Neutral 26% Negative 17% Starting price $99 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 Playbooks?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.aurea.com&name=Playbooks) ## 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. ### Playbooks 3.5 (35) VS. [4.5 (3,042)](https://www.capterra.com/p/132666/Pipedrive/reviews/) Starting Price $99 Per Month Starting Price $19 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.8 (34) Ease Of Use 4.5 (303) Value For Money 3.3 (27) Value For Money 4.4 (205) Customer Service 3.4 (31) Customer Service 4.4 (228) ## Playbooks alternatives [4.2 (983)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $61.00 Per User, Per Month [4.3 (167)](https://www.capterra.com/p/130199/LeadSquared/reviews/) Starting price Contact vendor for pricing [Outreach](https://www.capterra.com/p/159318/Outreach/) [4.4 (308)](https://www.capterra.com/p/159318/Outreach/reviews/) Starting price Contact vendor for pricing [Learn More](https://www.capterra.com/p/159318/Outreach/) [Lusha](https://www.capterra.com/p/198383/Lusha/) [4.0 (397)](https://www.capterra.com/p/198383/Lusha/reviews/) Starting price $49.00 Per User, Per Month [Learn More](https://www.capterra.com/p/198383/Lusha/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Activity Tracking 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Track and document all activities across devices, networks, and other systems AI/Machine Learning 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Software program that continuously adjusts its behavior based on observed data Workflow Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks API Application programming interface that allows for integration with other systems/databases Auto-Dialer System that automatically dials calls Business Process Automation Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Playbooks 55 features Track and document all activities across devices, networks, and other systems Software program that continuously adjusts its behavior based on observed data Application programming interface that allows for integration with other systems/databases System that automatically dials calls Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Track and manage schedules and meetings via an integrated calendar Manage and track all past and future calls. Listen to live phone conversations for the purpose of training and assessing agent performance Record the audio of phone conversations for quality assurance purposes Schedule date and time for callbacks/follow-up calls or reminders Transfers live calls to other agents Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Control the name and number that appears on outbound caller ID Manage and track all internal and external communication conducted via calls, email, text, or chat Manage, organize, and store contact information Distributing content through various platforms or channels Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Assembly of graphs and charts for visualizing and tracking statistics/metrics Merge data from multiple sources to a single data set Discover and connect variety of data sources to the application for analysis Ability to handle large datasets Forecast customer demand using historical insights and simulations Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Pre-made examples and templates for emails Track delivered, received, and opened emails Tracks metrics that provide insight into how a user interacts with any interface or product Federal Communications Commission (FCC) compliance Caters to sales teams Form predictions based on past and present data/trends Federal Trade Commission (FCC) compliance Games or game-like elements to track progress and reward accomplishments Allows employees to set and manage work or career related goals Automatically identify and save contact information of potential customers Route and distribute your leads to third party buyers Manage the process of attracting and converting business prospects into leads Store information about leads or contacts and track, manage and nurture them throughout the sales process Score a lead on their quality or likelihood to buy based on certain behaviors Manage contacts across multiple mailing lists Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making Organize and manage the accomplishments and development of employees or performance of applications or systems A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Predict future data based on historical data sets Arrange tasks based on the level of priority or urgency Tools designed to streamline the process of lead generation and management for sales teams Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement View and track pertinent metrics to find patterns and gain insights from data Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. Pipeline view and tracking lead status Reports specific to sales analysis for trends and strategies Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them Supports various video file formats Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 3.6 (33) 3.6 Based on 33 reviews ## Pricing Value for money 3.3 (27) Basic $99.00 Per Month Value for money 3.3 (27) 3.3 Based on 27 reviews ## Integrations [ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/) 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 3.4 (31) 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 3.4 (31) 3.4 Based on 31 reviews ## User reviews Overall rating 3.5 Based on 35 reviews Filter by rating 5(8) 4(12) 3(9) 2(3) 1(3) Mentioned topic Sorted by most recent AU Anonymous User Sales Parter Computer Software ### "Best Platform Ever" 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 April 12, 2022 I don't know what I would do without playbooks. This product is crucial for a sales organization. If you are not using it you are doing yourself a disservice. Pros I like most that it auto dials either local or my number. It helps me be productive during the day telling me when I should make the next call or send the next email. It syncs up with salesforce so no need to enter my notes twice. It also makes the next followup call for me! Cons It is technology so sometimes it does go down, but they do have the support to bring it back up fast! 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. GG Greg G. Leadership Information Technology and Services ### "Insidesales down cannot get support!" 2.0 Overall Rating 2.0 2.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 December 3, 2019 Pros Until now it was working, now we are down and no one is helping us. Cons We are down completely, can't get support or anyone on the phone to help us when it is critical to or business. 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. CM Christopher M. Buisness Development Representative Marketing and Advertising ### "A great power dialer" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 October 29, 2019 Overall, very positive and useful software. Pros Great integration with Salesforce, allowing one to make numerous calls with ease and speed. Cons The occasional downtimes were hard to resolved, and the support team needs improvement. 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. AU Anonymous User Director of Product Innovation Computer Software ### "used as a calling software" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 3.0 3.0 Likelihood to Recommend 5/10 August 1, 2019 good for automated intelligent telesales, allows for segmentation and predictive modeling. Pros the dialer software plug-in integrated well with our crm and that was a very good addition, we were able to build custom lists based on our target market and customer profile automatically, even the dialing was fairly automated. We also tried using insidersales for adding intelligence and enrichment into our existing account base. that was okay but nothing great. Cons this is a good software if your sales volumes are high and heavily dependent upon telemarketing, else you would be investing a lot of money and time in a software that performs mediocre at best. Switched from [Infer](https://www.capterra.com/p/226517/Infer/) got a much better price 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. MB Mihai B. IT Coordinator / Executive Assistant Marketing and Advertising ### "Good if it works, terrible if it doesn't" 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 1.0 1.0 Likelihood to Recommend 1/10 July 3, 2019 One of the support rep was terrible. I gave him a month and a half - two months to resolve our issues with me having to consistently call back, but for some reason, he's never available or knows how to call back. I've asked for a new support rep, but they said the team handling our type of account is small and haven't attempted to give me a new rep or resolve our issues. Additionally, a manager was supposed to reach out to me over the last 4 business days, but I haven't received a single call or email. Do not allow your workflow to rely on their services because you will most likely get screwed. We have almost 20 users and that's amazing that they handle our account this way. Will definitely be looking for other Dialer and Inside Sales tools. Pros I liked that it was easy to use and train users. Cons Recorded voicemails was a little problematic with setting up, the dialer has intermittent click-to-dial issues 3-8 times a week, and the seek lists aren't working properly. We've had this service for several years and within the last year and a half, these problems have been persisting without any level of resolution. I've combated this issue with support more persistently over the last few months and they've been providing terrible follow-up. I could go on in paragraphs to describe how terribly they've been handling our issues over the last year+. 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. AU Anonymous User Sales Manager E-Learning ### "InsideSales.com Review" 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 9/10 June 1, 2019 Overall, if you have Microsoft Dynamics CRM and looking for a sales automation tool that will help your sales team, from the call to the email, InsideSales.com is your tool. The tool will help automate the sales prospecting process and help the sales team target specific leads, contacts and accounts. Pros \- Integration with MS Outlook - Out of the box and no extra cost integration with Microsoft Dynamics CRM - Short implementation - Short ramp time - Ability to delete a play at the Manager view Cons \- Once a play is live, you cannot add a step in the active play - Inability to see the open or click percentage in the tool - Cannot do round robin call monitoring - Once a play is deleted in the tool, the play is still visible in the Microsoft Dynamics CRM dashboard Alternatives considered [Outreach](https://www.capterra.com/p/159318/Outreach/) Reasons for choosing Playbooks Integration with Microsoft Dynamics CRM, with no extra cost and out of the box 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. AU Anonymous User Sales Development Representative Information Technology and Services ### "Buggy... time-wastingly buggy" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 3/10 May 13, 2019 Simply put - cannot execute what it's designed to do Pros Has a good concept to automate and remind the inside sales rep on their day to day activity running outbound campaigns. Has good features (if they work) and an intuitive interface. Cons EXCEPT it cannot do what it's designed to do! Every turn of the way is a challenge - Changing your cadence - won't save properly Changing contact details - does not reflect immediately, you need to log out and log back in Flexibility of changing your designed cadence while it's running - NONE Leaves the multi-step cadence plays VERY DIFFICULT to execute Insights in the region of my operations - APAC, there is NO-ADDED VALUE Was assigned an enablement solutions architect who left the company half way through giving us the training, there was absolutely no follow up after 3 weeks... 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. KG Kristopher G. Owner/Operator Health, Wellness and Fitness ### "Rocket your Sales with InsideSales.com" 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 April 24, 2019 I love InsideSales.com platform. I recommend it to anyone trying to rocket their sales! Pros I love that our sales team can increase sales using the InsideSales.com platform. Cons I didn't like how long it took for them to fix a bug and it freaked out our sales team. 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. AU Anonymous User Territory Account Manager Information Technology and Services ### "Efficient and productive." 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 8/10 April 11, 2019 Inside Sales have provided up the tools to be boost our work productivity as team and on an individual basis! The prerecorded voicemail feature, has saved time and boosted work productivity! Pros Efficiency to knock phone calls and emails. Very user friendly and easy to set up plays and email templates. The prerecorded voicemails is an amazing feature! Cons I would like to have the ability to run a alert,notification report from Microsoft Dynamics. I do like that we are provide alarms when individuals have email activity. However, when you are in the zone making phones, checking alerts can take away from your stride. 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. AU Anonymous User account manager Information Technology and Services ### "Playbooks" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 6/10 April 2, 2019 Pros The ability to load contacts in for email blasts, dialing and how easy it makes it. Cons It can be extremely slow at times, there's not a way filter by accounts only. 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. 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