Playbook AI

6.4easy start · #39of 69
in Sales Engagement Software

Free to practise onno
Free trialyes
Well documentedyes
Runs where you workno

Runs on api, Web. Paid plans from $60/mo.

Playbook AI is ranked #39 of 69 in sales engagement software on The Geeks Club. It runs on API, Web. There is no free plan. A free trial is offered. Paid plans start at $60/mo.

Playbook AI plans and pricing

All plans

ACCELERATE $60/mo per user per month; bills paid quarterly Account Management · Tasks, Appointments, and Notes · Sales sequence (Basic Workflows) · Email, Call · Kanban view for Sales Pipelines · Built-in Calendar · Next Best Action (Activityboard) · Call Recording playbook.ai · 7 Oct 2026

DOMINATE $80/mo per user per month; bills paid quarterly Everything in ACCELERATE · Contact and Account Scoring Mechanisms · Sales sequence (Advanced Workflows) · Email, Call, SMS, Twitter, Linkedin, Advanced Steps · Multiple Sales Pipelines · Automated Linkedin activities · Inbox Rotation · Custom forms for Deal Management · Custom Fields for Accounts and Contacts · Dialer · LinkedIn Lead Finder playbook.ai · 7 Oct 2026

ENTERPRISE Everything in DOMINATE · Deal Management · Sentiment Analysis · Custom Integrations · Migration from other CRMs · Lead Enrichment from 20+ Sources playbook.ai · 7 Oct 2026

Compared on sales engagement software

Free plan: No
Paid from: $60/user/mo
Sequence channels: email+call
Native calling: Yes
Task automation: Yes
CRM synchronization: Yes

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The record

Product: Playbook AI describes itself as a sales engagement platform for orchestrating sales playbooks and accelerating revenue growth.
Sales guidance: The platform prescribes which leads sales representatives should follow up with, when, on which channel, and what to say.
Analytics: Its sales analytics provide reporting tools and insights about pipeline, likely-to-close accounts, and deal strengths and weaknesses.
Outbound: Outbound playbooks support omnichannel campaigns, automated emails, cold-call script A/B testing, performance measurement, and CRM activity logging.
Inbound: Inbound playbooks can import CRM leads, tag and sequence them, and assign generated tasks to sales representatives using rules such as territory or round-robin.
Integrations: The maker lists out-of-the-box integrations with Salesforce, HubSpot, Zoho, LinkedIn, Twilio, Google, and Twitter.
Custom integrations: The integrations page says customers can request custom integrations with an unlimited number of tools, developed for free.
Data sync: The platform page describes real-time CRM activity logging and two-way updates between CRM lead stages and Playbook AI statuses.
Security: The maker describes platform governance as a way to ensure security compliance across third-party integrations and platform users.
Trial: The pricing FAQ says prospective customers can request a free trial lasting between 14 and 30 days depending on team size and sales-process complexity.
Support: The homepage advertises free onboarding support and a dedicated account manager.
Audience: The maker presents low-touch, mid-touch, and high-touch sales use cases spanning retail, staffing, finance, real estate, SaaS, and information technology.
Headquarters: Bangalore and Kolkata, India
Price from: $60/mo

Where it ranks on The Geeks Club

Best Sales Engagement Software in 2026#39 of 69

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Sources

playbook.ai· checked 7 Oct 2026
playbook.ai/webhooks-and-api· checked 7 Oct 2026
playbook.ai/platform-governance· checked 7 Oct 2026
playbook.ai/pricing· checked 7 Oct 2026