---
description: Review of Playbook AI Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
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title: Playbook AI | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

Breadcrumb: [Home](/) > [Sales Enablement Software](/directory/595/sales-enablement/software) > [Playbook AI](/software/450092/Playbook-AI)

# Playbook AI

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> Playbook AI is a cloud-based sales enablement platform that helps revenue teams manage sales playbooks, analyze sales pipelines and manage deals. The solution comes with an inbound module that allows businesses to import leads from customer relationship management (CRM) systems such as Salesforce, Zoho and Hubspot and add tagged leads to sequences. &#10;&#10;The outbound module helps run omnichannel campaigns, automate emails, a/b test cold call scripts and track the performance of sales representatives. Playbook AI also allows users to run account-based prospecting campaigns and provide recommendations to sales representatives on each account.
> 
> Verdict: Rated **4.6/5** by 22 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.6/5** | 22 Reviews |
| Ease of Use | 4.7/5 | Based on overall reviews |
| Customer Support | 4.9/5 | Based on overall reviews |
| Value for Money | 4.8/5 | Based on overall reviews |
| Features | 4.5/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Likelihood to recommend) |

## About the vendor

- **Company**: Playbook AI

## Commercial Context

- **Pricing model**: Per User (Free Trial)
- **Target Audience**: 11–50, 51–200, 201–500, 501–1,000
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop)
- **Supported Languages**: English
- **Available Countries**: India, United Arab Emirates, United Kingdom, United States

## Features

- Access Controls/Permissions
- Activity Dashboard
- Alerts/Notifications
- Calendar Management
- Collaboration Tools
- Customisable Templates
- Email Management
- Engagement Tracking
- Lead Capture
- Meeting Management
- Opportunity Management
- Performance Management
- Pipeline Management
- Prioritisation
- Sales Onboarding & Training
- Task Management

## Integrations (17 total)

- ChatGPT
- Fireflies
- GetProspect
- Google Workspace
- HubSpot CRM
- Microsoft 365
- Microsoft Power BI
- Pipedrive
- Salesforce Tool Suite
- SugarCRM
- SugarCRM Google Calendar
- Telecmi
- Tidio
- Twilio
- ZeroBounce

... and 2 more integrations

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat

## Category

- [Sales Enablement Software](https://www.softwareadvice.co.nz/directory/595/sales-enablement/software)

## Alternatives

1. [Slack](https://www.softwareadvice.co.nz/software/154669/slack) — 4.7/5 (24142 reviews)
2. [Salesforce Sales Cloud](https://www.softwareadvice.co.nz/software/2764/salesforce-sales-cloud) — 4.4/5 (18790 reviews)
3. [Substrata Q](https://www.softwareadvice.co.nz/software/245729/substrata-scip) — 4.9/5 (166 reviews)
4. [Consensus](https://www.softwareadvice.co.nz/software/334960/consensus) — 4.9/5 (327 reviews)
5. [Zoho CRM](https://www.softwareadvice.co.nz/software/392464/zoho-crm) — 4.3/5 (6982 reviews)

## Reviews

### "Playbook AI - Automation Made Easy" — 4.0/5

> **Dharini** | *4 June 2024* | Information Technology & Services | Recommendation rating: 10.0/10
> 
> **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.
> 
> I'd anyday recommend them because our CTR, delivery everything went up and we did have 1-2 big conversions.

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### "super tool for sales enablement : playbook.ai" — 5.0/5

> **Riya** | *6 June 2024* | Information Technology & Services | Recommendation rating: 10.0/10
> 
> **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.
> 
> 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.

-----

### "Great experience so far" — 4.0/5

> **Suvasish** | *19 May 2024* | Information Technology & Services | Recommendation rating: 3.0/10
> 
> **Pros**: Playbook AI, the standout feature for me is its simplicity.
> 
> **Cons**: While being easy to use, the platform may lack advanced features that more mature or technically advanced teams require.
> 
> Right balance between simplicity and functionality, it would be well-regarded by those looking for an efficient Outreach tool.

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### "Why do I like PlaybookAI the most for sales & lead generation\!" — 5.0/5

> **Ambuj** | *28 June 2024* | Human Resources | Recommendation rating: 10.0/10
> 
> **Pros**: (1) Their customer support is amazing&#10;(2) The tool is very intuitive and easy to understand, implementat, and use&#10;(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.

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### "My experience with Playbook.ai" — 4.0/5

> **Sakshi** | *20 May 2024* | Human Resources | Recommendation rating: 9.0/10
> 
> **Pros**: Playbook.ai has made our lives much easier; now we can conduct outreach more efficiently. &#10;- We simply create a play once and upload our lists.&#10;- they automate the entire BD process. We no longer have to worry about follow-ups. &#10;- They also provide data scraping, email finding, and email verifying tools. &#10;- The best part is the report and analysis section; it tells us how many emails were delivered, how many people opened our emails, and how many people actually clicked on our links (if we have included a website or any other link).&#10;- Also, very importantly, the Playbook team is always accessible; whenever you need help or have any questions, they respond promptly.
> 
> **Cons**: In the beginning creating a play could be a little confusing but Playbook team always helps.

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## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/450092/Playbook-AI)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/crm/playbook-ai-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/450092/Playbook-AI> |
| en-GB | <https://www.softwareadvice.co.uk/software/450092/Playbook-AI> |
| en-IE | <https://www.softwareadvice.ie/software/450092/Playbook-AI> |
| en-NZ | <https://www.softwareadvice.co.nz/software/450092/Playbook-AI> |

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