TrustRadius: an HG Insights company

Playbook AI

Score8.4 out of 10

4 Reviews and Ratings

Community insights

TrustRadius Insights for Playbook AI are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Configurable cadences and seamless calling feature: Many users have praised Playbook AI for its configurable cadences and seamless calling feature. This has made it easy for them to stay on top of their accounts and effectively manage their sales activities.

Automated multi-channel outreach: Users have consistently mentioned that Playbook AI is the best tool for sales professionals as it automates emails, LinkedIn, and calls all in one platform. This automated multi-channel outreach capability helps streamline their lead generation process and saves them valuable time.

Excellent customer support: The outstanding customer support provided by the Playbook team has been highlighted by several reviewers. Customers appreciate the proactive assistance they receive, with the support team always being ready to help address any problems or concerns related to the platform.

Reviews

2 Reviews

Playbook AI is one of the best out there for lead generations and tracking, by FAR!

Rating: 9 out of 10
Incentivized

Use Cases and Deployment Scope

We use the software to predict demand for a company's offerings based on data. These programs utilize historical data and the current sales pipeline to create time-bound sales estimates. This help the organization predict how much they're going to make per business verticle

Pros

  • email automation
  • distinguish leads
  • email generations based on market

Cons

  • renewal costs
  • ability to provide all loggings

Likelihood to Recommend

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. It automates emails, LinkedIn and calls. To get all these features on the same platform is a blessing. we are using Playbook AI in our team for more than 3 months and our experience is very good the supportive get from the Playbook team is Awesome!
Vetted Review
Playbook AI
25 years of experience

Automate your sales.

Rating: 10 out of 10
Incentivized

Use Cases and Deployment Scope

I have been managing a sales team for the past year, and have been struggling to have a clear overview of all of my accounts. I also have a hard time keeping track of all of the different things that need to be done on each account, and this is where Playbook.ai comes in handy! This AI-powered sales platform helps me keep track of my accounts, generate new leads, and even manage my sales team in an easy-to-use, intuitive interface. I highly recommend it!

Pros

  • Add leads to sequences.
  • Automation leads import.
  • Automatic email.

Cons

  • Honestly till now there is nothing to dislike.

Likelihood to Recommend

I found this product to be really useful. Our team uses this daily to follow up with leads, schedule appointments, and make calls which saves us a lot of time. Playbook.ai is our outbound sales tool that automatically syncs with your CRM, like Salesforce, and exports your leads to their platform. It can also be used to create and automate your sales plays. It has a built-in timer to make sure you are following up with leads every day. It has other features that are not yet implemented, but when they are I can see this product taking your sales team to the next level.