Playbook AI
The facts below are what the maker publishes about Playbook AI, checked and dated. Our editors have not written about it yet.
Plans and prices
From Playbook AI's own pricing page, checked 7 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| ACCELERATE | $60 a month | 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 · per user per month; bills paid quarterly |
| DOMINATE | $80 a month | 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 · per user per month; bills paid quarterly |
| ENTERPRISE | Priced on request | Everything in DOMINATE · Deal Management · Sentiment Analysis · Custom Integrations · Migration from other CRMs · Lead Enrichment from 20+ Sources |
The facts
Each one read from Playbook AI's own pages, with the date it was checked.
What it does
- Analytics
- Its sales analytics provide reporting tools and insights about pipeline, likely-to-close accounts, and deal strengths and weaknesses.checked 7 Oct 2026
- Audience
- The maker presents low-touch, mid-touch, and high-touch sales use cases spanning retail, staffing, finance, real estate, SaaS, and information technology.checked 7 Oct 2026
- Custom integrations
- The integrations page says customers can request custom integrations with an unlimited number of tools, developed for free.checked 7 Oct 2026
- Data sync
- The platform page describes real-time CRM activity logging and two-way updates between CRM lead stages and Playbook AI statuses.checked 7 Oct 2026
- 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.checked 7 Oct 2026
- Integrations
- The maker lists out-of-the-box integrations with Salesforce, HubSpot, Zoho, LinkedIn, Twilio, Google, and Twitter.checked 7 Oct 2026
- Outbound
- Outbound playbooks support omnichannel campaigns, automated emails, cold-call script A/B testing, performance measurement, and CRM activity logging.checked 7 Oct 2026
- Product
- Playbook AI describes itself as a sales engagement platform for orchestrating sales playbooks and accelerating revenue growth.checked 7 Oct 2026
- Sales guidance
- The platform prescribes which leads sales representatives should follow up with, when, on which channel, and what to say.checked 7 Oct 2026
- Security
- The maker describes platform governance as a way to ensure security compliance across third-party integrations and platform users.checked 7 Oct 2026
- Support
- The homepage advertises free onboarding support and a dedicated account manager.checked 7 Oct 2026
The company
- Headquarters
- Bangalore and Kolkata, Indiachecked 28 Sep 2026
Money
- 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.checked 7 Oct 2026
