Playbook AI

Founded 2018

Automate outbound sales plays and guide reps on lead follow-ups across channels

Pricing model

Free Trial

You can use Playbook AI to organize and run outbound, inbound, and account-based sales campaigns. The software prescribes daily activities for your sales reps, showing them which leads to contact, when to reach out, and which communication channels to use. It automates repetitive outreach steps like sending emails and logging touchpoints directly into your CRM. Sales managers can review pipeline health, track rep activity levels, test cold calling scripts, and assign inbound leads to reps automatically based on territory or round-robin rules.

What Playbook AI does

Build automated outbound email sequencesSchedule daily follow-up tasks for sales repsTest different cold call pitch scriptsSync sales activity data with CRMsRoute inbound leads using round-robin rulesTrack sales pipeline conversion ratesAssign custom tags to imported prospect recordsPrescriptive task management showing reps which leads to contact and whenMultichannel outbound sequencing across email, phone, and social mediaAutomated activity logging and continuous syncing with external CRMsSplit testing tools for cold calling scripts and email templatesAutomated lead assignment using round-robin and geographic territory rulesPipeline deal health monitoring and close probability calculationsAccount-based prospecting playbooks tailored for high-touch accounts