World’s Most Affordable & Customisable Sales Engagement Platform

Featuring the Essential CRM Tools to Drive Business Efficiency and Elevate your Sales Performance.

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Happy Women Sales Leaders
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Introducing the Sales Excellence Program for High Growth Technology Companies LEARN MORE

Punch Above Your Weight. Consistently.
Across All Roles.

Orchestrate powerful and automated sales playbooks that accelerate the flow and rate of conversion of leads across all the stages of your sales funnel to win more deals and enhance the buying experience.

Sales Operations

Increase sales reps’ efficiency by at least 65%, by providing them play-by-play recommendations on every account, using our proprietary machine learning algorithm that enables reps to do more activities and increase account engagement.

Sales Representatives

Get actionable insights on your sales pipeline- get detailed analysis of which accounts are likely to close,executive buy-ins your sales team doesn’t have, and in-depth strengths and weaknesses of any deal.

Sales Leadership

Works for Sales Organisations Across Industries

Low-touch: Get your sales team to do more activities

Enable the sales team to increase their activities

Sales Cycle:

Short

Channels:

Phone & Email

Industry:

Retail, Staffing

Mid-touch: Ensure your sales team never misses a follow-up

Empower the sales team to efficiently follow-up with the leads.

Sales Cycle:

Moderate

Channels:

Phone, Email & Social Media

Industry:

Finance, Real-Estate

High-touch: Accelerate Sales Cycle, Improve Internal Coordination

Accelerate the Sales Cycle by improving internal coordination

Sales Cycle:

Long

Channels:

Phone, Email, Social Media & Web-conferencing

Industry:

SaaS, Information Technology

Orchestrate Sales Playbooks for Every Revenue Channel

run high-velocity omnichannel outbound campaigns to build predictable revenue

automate emails, a/b test cold call scripts

measure performance of our outbound sales plays/sales reps to optimize your outbound campaigns and enhance sales coaching

automatically hand off opportunities to your sales team

log activities in your CRM- Salesforce, Hubspot, Zoho, etc.

automatically import leads from your CRM: Salesforce, Zoho, Hubspot etc.

segregate leads based on your preference and apply tags automatically

add tagged leads to your sequences

assign the tasks generated from the sequences to the right sales reps based on round-robin, territory, size and other mechanisms.

Enable your SDRs to increase RoI of your ABM efforts

Run Account-Based Prospecting campaigns to book more meetings

Accelerate deal velocity and increase-win rate by orchestrating account-based sales plays.

“Playbook AI is a must have tool for every sales hustler out there. The tool not only structures the way you go about handling your accounts it also provides intelligent and actionable insights to the user to make him have a laser sharp focus on accounts which are most likely to buy your product. The tool goes a long way in enhancing the productivity of the sales person which is of utmost importance given time is something that is a limited commodity and as a sales person you want to spend your time in the most efficient and productive manner.

Any sales team which is looking at hitting it out of the ground when it comes to achieving your quota, playbook is definitely going to play a critical role, if your sales team is not using Playbook, they are certainly missing out on something very important.

Last but not the least, the Playbook team ensures that as a customer you have a smooth journey right from the time you are onboarded. They have a well structured customer support team who is not only super responsive but proactive as well. Playbook support team will be there for you always whenever you need them.”

Amandeep Singh

Amandeep Singh

Associate Director Sales

High Radius

“Used the tool for my Sales as well as well as the BDR team at Happay. The biggest problems it solved were sales discipline, consistent reach and prospect insights.”

Sameer Mishra

Sameer Mishra

Vice President

Head of Sales, Whatfix

“The product is always evolving for the better, and any room for improvement is always appreciated and implemented in speed even if the use case was for a few requirements. But the customer support is the best reason to stay back with the product.”

Srividya Adiga

Srividya Adiga

Senior Associate Marketing

Happay

Apply to Our 30-days Sales Excellence Program

 

Our customer success team collaborates with your sales organisation for 6-weeks to create, implement and execute best sales practices to accelerate growth.

The program is available for free, for SaaS and Enterprise Technology startups. Since we’re able to help only a limited number of startups, there is an application process.

Please apply by submitting your application or click here to learn more.

Over 60 mid-market & enterprise sales organisation are using Playbook AI to accelerate growth.

Customer Case Studies

123Employee is booking more appointments per sales rep with Playbook AI's sales engagement platform.

Daven Michaels

CEO, 123Employee

123Employee has booked 52% more meetings per rep for their clients, since switching to Playbook AI.

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Management Consulting firm Veave Technologies is growing their outbound sales 20% m-o-m with Playbook AI's sales engagement platform.

Vijay BG

MD, Veave Technologies

Veave Technologies has increased revenue earned per sales rep by over 21%.

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Sales Development Leaders love Playbook AI's sales orchestration capabilities.

Karthick Raajha

Marketing Consultant, VYMO

Vymo is now able to follow up with 100% of their MQLs effectively.

READ MORE

See the Most Advanced Sales Engagement Platform in Action