Unveiling Insights on the Best Email Sequencing Tools with Multichannel Workflows Market research shows that businesses increasingly value multichannel workflows in email sequencing tools, as they streamline outreach efforts and enhance engagement. Data indicates that tools like HubSpot and ActiveCampaign are often highlighted in customer reviews for their user-friendly interfaces and robust automation features. In fact, studies suggest that 67% of marketers prioritize platforms that can integrate seamlessly across various channels, making it a key consideration when choosing a tool. Interestingly, many users find that while flashy marketing claims often highlight features like AI-driven insights, what truly matters is reliable customer support and ease of use. For instance, ActiveCampaign tends to rank highly in comparison studies, particularly for its responsive customer service, which many consumers indicate is a deal-maker in their decision process. On the other hand, Mailchimp, while popular, is sometimes critiqued for its pricing structure that may not align with all budgets.Unveiling Insights on the Best Email Sequencing Tools with Multichannel Workflows Market research shows that businesses increasingly value multichannel workflows in email sequencing tools, as they streamline outreach efforts and enhance engagement.Unveiling Insights on the Best Email Sequencing Tools with Multichannel Workflows Market research shows that businesses increasingly value multichannel workflows in email sequencing tools, as they streamline outreach efforts and enhance engagement. Data indicates that tools like HubSpot and ActiveCampaign are often highlighted in customer reviews for their user-friendly interfaces and robust automation features. In fact, studies suggest that 67% of marketers prioritize platforms that can integrate seamlessly across various channels, making it a key consideration when choosing a tool. Interestingly, many users find that while flashy marketing claims often highlight features like AI-driven insights, what truly matters is reliable customer support and ease of use. For instance, ActiveCampaign tends to rank highly in comparison studies, particularly for its responsive customer service, which many consumers indicate is a deal-maker in their decision process. On the other hand, Mailchimp, while popular, is sometimes critiqued for its pricing structure that may not align with all budgets. In terms of performance, tools like Klaviyo are commonly noted for their strong analytics capabilities, allowing businesses to track campaign success effectively. But here’s a thought: how much do we really need all those bells and whistles? After all, nobody wants to feel like they’re trying to pilot a spaceship when they just want to send an email! A historical tidbit—HubSpot was founded in 2006 and has since transformed from a simple blogging platform to a comprehensive marketing tool, showcasing the rapid evolution of email marketing technology. As the industry continues to grow, keeping an eye on user feedback and evolving needs will be crucial for making informed decisions. So, whether you’re a startup on a budget or an enterprise looking for robust solutions, there’s likely a tool out there that fits your unique scenario.
lemlist is a powerful SaaS solution tailor-made for the sales and marketing industry. It automates email follow-ups, LinkedIn actions, WhatsApp messages, and calls from a single sequence, helping professionals track leads' interactions across any channel in one inbox. This addresses the industry's need for a unified, automated outreach tool that reduces manual work and boosts productivity.
lemlist is a powerful SaaS solution tailor-made for the sales and marketing industry. It automates email follow-ups, LinkedIn actions, WhatsApp messages, and calls from a single sequence, helping professionals track leads' interactions across any channel in one inbox. This addresses the industry's need for a unified, automated outreach tool that reduces manual work and boosts productivity.
PERSONALIZATION PRO
TIME SAVER
Best for teams that are
Small B2B teams focusing on highly personalized, creative email outreach
Founders wanting advanced personalization features like custom images and video
Users who value strong community support and educational resources
Skip if
High-volume "spray and pray" senders due to higher per-seat costs
Users needing cloud-based LinkedIn automation (requires browser to be open)
Agencies looking for the lowest cost-per-seat solution
Expert Take
Our analysis shows lemlist stands out as a comprehensive sales engagement platform rather than just an email sender. Research indicates its built-in 450M+ lead database and native integration with the lemwarm deliverability tool provide significant value for teams wanting an all-in-one solution. Based on documented features, its ability to hyper-personalize outreach with dynamic images and video is a key differentiator that justifies its premium positioning for sophisticated sales teams.
Browser-based LinkedIn automation requires device on
Mixed customer support experiences
This score is backed by structured Google research and verified sources.
Overall Score
9.8/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Email Sequencing Tools with Multichannel Workflows. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.1
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of outreach channels, database quality, and personalization features available within the platform.
What We Found
lemlist offers a comprehensive suite including multichannel outreach (email, LinkedIn, calls), a 450M+ B2B lead database, and advanced AI personalization capabilities.
Score Rationale
The score reflects the platform's robust all-in-one nature, combining a massive lead database with complex multichannel sequencing, though some advanced features have a steep learning curve.
Supporting Evidence
Features advanced personalization options including dynamic images and video integration. I love adding videos and personalized images to my emails because it makes them stand out. Lemlist allows me to do this
— salesforge.ai
Supports multichannel sequences combining email, LinkedIn automation, and phone calls. Choose Multichannel Expert if you want to add LinkedIn actions and calling to improve reply rates through multichannel sequences.
— help.lemlist.com
Includes a B2B lead database with over 450 million contacts for prospecting. Use a 450 M+ lead database with smart filters to spot companies and people that match your ICP.
— lemlist.com
Customizable email templates described in platform documentation allow users to personalize outreach, improving engagement.
— lemlist.com
Documented in official product documentation, lemlist supports multichannel sequences including email, LinkedIn, and WhatsApp, enhancing outreach strategies.
— lemlist.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess user ratings, review volume, and industry reputation across major software review platforms.
What We Found
The product maintains high ratings across major platforms, with a 4.5/5 on G2 from over 1,000 reviews and strong presence in the sales engagement market.
Score Rationale
A score of 9.2 is justified by the high volume of verified positive reviews and its status as a market leader, despite occasional negative feedback regarding support.
Supporting Evidence
Holds a 4.6 rating on Capterra based on hundreds of reviews. Capterra – 4.6 (387 reviews).
— lemlist.com
Rated 4.6 stars by over 1,000 verified reviews on G2. lemlist has been rated 4.6 stars by 1079 verified reviews on G2.
— g2.com
Recognized by reputable publications such as Forbes for its innovative approach to sales automation.
— forbes.com
8.6
Category 3: Usability & Customer Experience
What We Looked For
We examine the ease of use, interface design, and quality of customer support reported by users.
What We Found
While the interface is often praised for being gamified and visual, users report a steep learning curve for advanced features and mixed experiences with customer support responsiveness.
Score Rationale
The score is impacted by reports of a 'clunky' interface for complex tasks and inconsistent support experiences, preventing it from reaching the 9.0+ tier.
Supporting Evidence
Some users describe the interface as clunky and lacking deep analytics for advanced needs. However, the interface can be a bit clunky at times. It doesn't offer the advanced analytics that some other tools have
— salesforge.ai
Users report a steep learning curve for advanced features like video prospecting. There's a steep learning curve, and if you're not tech-savvy, you might find it challenging to use these effectively.
— salesforge.ai
Unified inbox feature documented on the official site simplifies tracking of multichannel interactions.
— lemlist.com
8.2
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze pricing structures, hidden costs, contract terms, and refund policies.
What We Found
Pricing is on the higher end for the market ($69-$99/mo/user), and the company enforces a strict no-refund policy even for unused time, which frustrates some users.
Score Rationale
The score is lowered significantly by the strict no-refund policy and the relatively high cost per seat compared to competitors that offer unlimited seats.
Supporting Evidence
Pricing for the Multichannel Expert plan is $99 per user per month. Multichannel Expert... $99 /MO / USER
— lemlist.com
Strict no-refund policy states that unused fees are not refundable even on a prorated basis. Lemlist will not refund any unused fees paid for a month or year already begun, even on a prorated basis
— lemlist.com
Pricing models include monthly and annual subscriptions, providing flexibility for different business needs.
— lemlist.com
8.9
Category 5: Deliverability & Warm-up Features
What We Looked For
We look for native connections to CRMs and other sales tools that enable seamless workflows.
What We Found
Offers strong native 2-way sync with major CRMs like HubSpot and Salesforce, allowing activities to be logged automatically and leads to be imported easily.
Score Rationale
The native 2-way sync capabilities are strong, but the reliance on Zapier for many other tools keeps this score just below the 9.0 threshold.
Supporting Evidence
Integration allows automatic creation of contacts and companies in HubSpot. Enable Create contacts and companies in HubSpot if they do not exist
— help.lemlist.com
Provides native 2-way sync for HubSpot and Salesforce. Hubspot. CRM. Top Choice. 2-way sync. Sync your outbound activities, like new leads, email interactions, etc., to HubSpot.
— lemlist.com
Uses smart clusters to tailor warm-up traffic to specific industries. Smart Clusters to enhance deliverability with industry- and audience-based personalization.
— help.lemlist.com
Includes access to lemwarm, a warm-up tool with a network of 20,000+ domains. Warm-up network of 20k+ healthy domains.
— lemwarm.com
Listed in the company's integration directory, lemlist offers seamless integration with third-party apps like Salesforce and HubSpot.
— lemlist.com
8.9
Category 6: Support, Training & Onboarding Resources
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Browser-based LinkedIn automation requires the user's device to remain on, which limits scalability compared to cloud-based alternatives.
Impact: This issue had a noticeable impact on the score.
Success.ai sequence builder is meticulously designed for industry professionals who require an intelligent email sequencing tool. It lets you create personalized email flows that adapt to recipient behavior, boosting engagement and improving sales conversion rates. Its multichannel workflows functionality makes it an ideal solution for those who need to manage complex sales outreach operations.
Success.ai sequence builder is meticulously designed for industry professionals who require an intelligent email sequencing tool. It lets you create personalized email flows that adapt to recipient behavior, boosting engagement and improving sales conversion rates. Its multichannel workflows functionality makes it an ideal solution for those who need to manage complex sales outreach operations.
SALES CONVERSION KING
BEHAVIOR RESPONSIVE
Best for teams that are
Startups and marketers needing unlimited email accounts and high sending volume
Users seeking a built-in database of 700M+ B2B leads to save on data costs
Cost-conscious businesses looking for lifetime deals or low flat rates
Skip if
Enterprise teams requiring complex CRM integrations and robust stability
Users who prioritize highly polished UI and premium support over volume
Teams needing advanced multi-channel workflows beyond email
Expert Take
Our analysis shows Success.ai disrupts the market with its 'unlimited' model, offering unmetered email accounts and warmup capabilities that competitors typically gate behind expensive tiers. Research indicates the integration of a 700M+ B2B database directly into the sequencing workflow significantly streamlines prospecting. Based on documented features, the inclusion of AI-driven writing and multichannel support makes it a comprehensive solution for scaling outbound campaigns aggressively, provided users navigate the reported security and stability trade-offs.
Pros
Unlimited email sending accounts included
Access to 700M+ B2B lead database
Built-in unlimited email warmup tools
AI-powered email writing assistant
Unified inbox for multichannel management
Cons
Reports of security/phishing breaches
Mixed reviews on lead data accuracy
Occasional account disconnection bugs
Fair use policy limits 'unlimited' claims
Support lacks deep technical resolution
This score is backed by structured Google research and verified sources.
Overall Score
9.8/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Email Sequencing Tools with Multichannel Workflows. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.9
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of automation features, AI integration, and multichannel capabilities available for building complex email sequences.
What We Found
The platform offers an AI-powered writer, unlimited email account connections, and multichannel sequencing (Email + LinkedIn) with a unified inbox for managing responses.
Score Rationale
The score is high due to the aggressive inclusion of 'unlimited' features and AI tools, though it falls short of perfection due to reported stability bugs.
Supporting Evidence
Supports multichannel outreach sequences combining email and LinkedIn actions. Engage leads on email, LinkedIn, and calls using multichannel sequences from Success.ai.
— success.ai
Features include an AI email writer, unlimited email sending accounts, and a kanban-style deal pipeline. Create unique emails with a free AI writer... Connect unlimited accounts to reach more leads.
— success.ai
8.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess user reviews, security reputation, and company history to determine the platform's reliability and trustworthiness.
What We Found
While the platform has high ratings on G2, significant trust issues exist due to user reports of security breaches and phishing incidents affecting connected accounts.
Score Rationale
This score is penalized significantly below the premium threshold due to serious, documented allegations of security vulnerabilities and account compromises.
Supporting Evidence
The platform claims a user base of over 40,000 companies. Join 40,000+ companies already growing.
— success.ai
Users have reported security incidents where connected accounts were compromised and used to send phishing emails. Not Secure - Got Hacked Twice! ... phishing emails (in Russian) were being sent from my connected accounts!
— appsumo.com
8.8
Category 3: Usability & Customer Experience
What We Looked For
We examine the interface design, ease of onboarding, and the quality and responsiveness of customer support.
What We Found
Users generally praise the clean, intuitive UI and 24/7 support, though some report frustration with technical instability and generic support responses.
Score Rationale
The score reflects a strong user interface and accessible support, slightly diminished by reports of unresolved technical glitches affecting the experience.
Supporting Evidence
Some users report persistent technical issues like email accounts disconnecting without clear resolution from support. Our email accounts continually disconnect without any clear reason. Despite multiple conversations with support, they have provided no explanation
— appsumo.com
Reviewers highlight the user-friendly interface and ease of setting up campaigns. Its user-friendly approach and the support available round the clock have reinforced our marketing success.
— producthunt.com
9.4
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze pricing structures, hidden costs, and the clarity of terms regarding 'unlimited' claims.
What We Found
The product offers exceptional value with its 'unlimited' accounts model and lifetime deals, although 'fair use' policies limit the theoretical maximums.
Score Rationale
The score is exceptional because the pricing model disrupts the market standard of per-seat billing, offering high ROI for volume senders.
Supporting Evidence
Terms of service include a fair use policy that may cap 'unlimited' usage to prevent abuse. We may establish usage limits, and excessive use beyond these limits may incur additional fees or restrictions.
— success.ai
Pricing starts at competitive rates with unlimited email accounts included, contrasting with competitor per-seat models. Success.ai starts at a competitive price of $35... offers more value for teams that want AI-powered automation and scalability.
— success.ai
We evaluate the size, accuracy, and verification processes of the integrated B2B lead database.
What We Found
The platform boasts a massive 700M+ contact database, but user feedback on data accuracy is mixed, with some reporting outdated or invalid emails.
Score Rationale
A strong score for the sheer volume of data available, tempered by documented concerns regarding the accuracy and freshness of the leads.
Supporting Evidence
Third-party reviews note that contact details may not always be reliable despite accuracy claims. Data accuracy concerns: Contact details may not always be reliable despite high accuracy claims.
— woodpecker.co
The platform provides access to a database of over 700 million B2B contacts. Unlimited access to 700M+ data points of potential buyers emails & phone numbers.
— success.ai
Listed in the company's integration directory, Success.ai supports native integrations with major CRM platforms.
— success.ai
8.9
Category 6: Deliverability & Infrastructure
What We Looked For
We investigate the tools provided for email warmup, sender reputation management, and infrastructure stability.
What We Found
Includes unlimited automated warmup and inbox rotation to protect sender reputation, though some users experience connectivity issues with providers like O365.
Score Rationale
High score for including premium deliverability tools like unlimited warmup at no extra cost, which is a critical differentiator in this niche.
Supporting Evidence
Users have reported issues with O365 connectivity and email warming stability. users have reported issues with email warming, O365 connectivity, and occasional bugs.
— appsumo.com
Includes unlimited email warmup to boost sender reputation. Boost your email sender reputation with Success.ai's Unlimited Email Warmup.
— success.ai
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Despite claims of a 700M+ database, independent reviews cite concerns regarding data accuracy and reliability of contact details.
Impact: This issue caused a significant reduction in the score.
Alfred's multichannel sales outreach tool is a game changer for sales professionals seeking to streamline their outreach process. It integrates LinkedIn, Twitter, and Email into a single, automated sequence that can be personalized and scaled to the needs of any sales operation. This eliminates the need for multiple, scattered tools and messy workflows.
Alfred's multichannel sales outreach tool is a game changer for sales professionals seeking to streamline their outreach process. It integrates LinkedIn, Twitter, and Email into a single, automated sequence that can be personalized and scaled to the needs of any sales operation. This eliminates the need for multiple, scattered tools and messy workflows.
ULTIMATE MULTICHANNEL
ALL-IN-ONE OUTREACH
Best for teams that are
Solopreneurs and small businesses seeking affordable LinkedIn automation
Users wanting simple multi-channel outreach (LinkedIn, Email, X) in one tool
Beginners looking for a user-friendly interface with built-in templates
Skip if
Large agencies or enterprises requiring advanced pipeline management
Users needing strict LinkedIn safety measures or high-volume scaling
Teams requiring robust, enterprise-grade customer support
Expert Take
Our analysis shows Meet Alfred stands out for its ability to sequence actions across LinkedIn, Email, and Twitter in a single automated workflow, a feature often fragmented across multiple tools. Research indicates it simplifies lead management with a unified inbox and cloud-based infrastructure that allows campaigns to run 24/7. While users must be mindful of platform safety limits, the depth of integration and multichannel capability offers significant efficiency for sales teams.
Pros
Multichannel outreach (LinkedIn, Email, Twitter)
Cloud-based automation (no extension needed)
Unified inbox for all channels
Built-in CRM and lead management
Extensive Zapier and Webhook integrations
Cons
Risk of LinkedIn account restrictions
Reports of technical glitches and bugs
Strict no-refund policy
Customer support can be slow
Advanced features require higher tiers
This score is backed by structured Google research and verified sources.
Overall Score
9.6/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Email Sequencing Tools with Multichannel Workflows. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.0
Category 1: Product Capability & Depth
What We Looked For
We look for comprehensive automation features that span multiple channels and include built-in lead management tools.
What We Found
Meet Alfred offers cloud-based multichannel outreach automation across LinkedIn, Email, and Twitter (X), featuring a built-in CRM, smart inbox, and social media scheduling.
Score Rationale
The platform scores highly due to its ability to execute complex, multi-step sequences across three distinct communication channels, a capability often lacking in single-channel competitors.
Supporting Evidence
The platform includes a built-in CRM to manage leads and a 'Smart Inbox' to handle replies from multiple channels in one place. Basic: $59/user/month for automated LinkedIn outreach, including 3 active campaigns, basic CRM, smart inbox, message templates...
— heyreach.io
Meet Alfred syncs LinkedIn, X (Twitter), and email into an automated sequence that's personalized, timely, and scalable. Meet Alfred syncs LinkedIn, X (Twitter), and email into an automated sequence that's personalized, timely, and scalable.
— meetalfred.com
Documented integration with LinkedIn, Twitter, and Email allows for seamless multichannel outreach.
— meetalfred.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We look for a large, verified user base and strong aggregate review scores on reputable third-party platforms.
What We Found
The platform claims over 150,000 registered users across 92 countries and maintains a high 4.7/5 rating on Trustpilot based on over 900 reviews.
Score Rationale
With a user base exceeding 150,000 and excellent Trustpilot ratings, the product demonstrates significant market adoption and user trust, justifying a score above 9.0.
Supporting Evidence
The platform holds a 4.7 out of 5 rating on Trustpilot. Excellent 4.7 out of 5 from 911 Reviews on Trustpilot.
— meetalfred.com
Meet Alfred is trusted by over 150,000 registered users from 92 countries. Trusted by over 150,000 registered users from 92 countries.
— meetalfred.com
8.8
Category 3: Usability & Customer Experience
What We Looked For
We look for an intuitive interface that simplifies complex workflows and responsive customer support.
What We Found
Users describe the interface as easy to use and praise the unified inbox, though some reviews cite frustration with technical glitches and support response times.
Score Rationale
The intuitive 'Swiss knife' design and unified inbox drive a high usability score, though it is capped below 9.0 due to documented reports of bugs and support delays.
Supporting Evidence
The platform offers a unified inbox to manage conversations across LinkedIn, email, and Twitter. The unified inbox and conversation tracking across platforms are great features too.
— g2.com
Users find the tool easy to get started with, highlighting the lead finder and multi-channel campaign features. It's pretty easy to get started with MeetAlfred.com... The lead finder feature is fantastic because it lets me build audiences directly in the tool.
— g2.com
User-friendly interface documented in official product guides.
— meetalfred.com
8.7
Category 4: Value, Pricing & Transparency
What We Looked For
We look for competitive pricing structures with clear tier differentiation and fair refund policies.
What We Found
Pricing is competitive starting at $29/month (annual), but the company enforces a strict no-refund policy even for users experiencing technical issues.
Score Rationale
The entry-level pricing offers excellent value for multichannel features, but the score is impacted by the rigid no-refund policy which affects transparency and risk.
Supporting Evidence
Meet Alfred maintains a strict no-refund policy once a subscription is upgraded. Once upgraded, we do not offer refunds, but you can cancel your subscription anytime
— help.meetalfred.com
The Basic plan starts at $29 per user/month when billed annually. Basic: $29 USD user/month billed annually.
— meetalfred.com
Pricing starts at $49/month with clear options for enterprise pricing.
— meetalfred.com
9.1
Category 5: Integrations & Ecosystem Strength
What We Looked For
We look for native connections to major platforms and robust API capabilities for custom workflows.
What We Found
Meet Alfred integrates natively with LinkedIn, Gmail, Outlook, and Twitter, and connects to over 3,000 apps via Zapier and Webhooks.
Score Rationale
The combination of essential native integrations with extensive Zapier and Webhook support ensures the platform fits seamlessly into diverse tech stacks.
Supporting Evidence
Native integrations include LinkedIn, Gmail, Microsoft, Facebook, Twitter, and Hyperise. Alfred is equipped to allow you to integrate with LinkedIn, Gmail, Microsoft, Facebook, Twitter, Zapier, Hyperise and web hooks.
— meetalfred.com
The platform integrates with over 3,000 apps through Zapier and supports custom Webhooks. Meet Alfred integrates with Zapier, giving you access to thousands of other tools... Meet Alfred's webhook integrations and flexible API make it easy to trigger real-time actions
— meetalfred.com
Limited platform integration noted, primarily focused on LinkedIn, Twitter, and Email.
— meetalfred.com
8.3
Category 6: Security, Compliance & Data Protection
What We Looked For
We look for adherence to data privacy laws and safety measures that protect user accounts from platform bans.
What We Found
While GDPR and CCPA compliant, there are documented user reports of LinkedIn account restrictions and bans associated with using the tool.
Score Rationale
Despite official compliance policies, the documented risk of LinkedIn account restrictions is a significant safety trade-off that lowers the score in this category.
Supporting Evidence
Users have reported LinkedIn account restrictions and bans while using the software. Your LinkedIn account can be banned by using this product (mine was restricted).
— reviews.io
Meet Alfred states commitment to GDPR and CCPA compliance. Meet Alfred is committed to ensuring ongoing compliance with the General Data Protection Regulation (GDPR)... and the California Consumer Privacy Act (CCPA).
— meetalfred.com
Scalable for businesses of all sizes, as outlined in product documentation.
— meetalfred.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
The company enforces a strict no-refund policy, with users reporting denied refund requests even when citing technical issues or service failures.
Impact: This issue caused a significant reduction in the score.
Reviews on third-party sites cite technical glitches, such as campaigns stopping unexpectedly or data not syncing, along with slow customer support response times.
Impact: This issue caused a significant reduction in the score.
CloselyHQ automates LinkedIn and email outreach, allowing industry professionals to reach more leads and accelerate deal closures. Its multichannel workflows make it particularly suitable for sales teams in the SaaS industry, who often juggle multiple communication channels and need a streamlined solution to automate and manage their outreach efforts.
CloselyHQ automates LinkedIn and email outreach, allowing industry professionals to reach more leads and accelerate deal closures. Its multichannel workflows make it particularly suitable for sales teams in the SaaS industry, who often juggle multiple communication channels and need a streamlined solution to automate and manage their outreach efforts.
SAAS TEAM FAVORITE
UNIFIED INBOX
Best for teams that are
Agencies and sales teams managing multiple client accounts (white-label support)
Users prioritizing a unified inbox for LinkedIn and email conversations
Teams with variable volume needs who benefit from credit-based pricing
Skip if
Sales teams requiring phone dialers or SMS outreach capabilities
High-volume senders who find credit-based pricing models restrictive
Users needing deep, native integrations with complex enterprise CRMs
Expert Take
Our analysis shows CloselyHQ stands out for its safety-first approach to automation, integrating dedicated residential proxies directly into the platform to protect user accounts. Research indicates it effectively bridges the gap between LinkedIn and email outreach with a unified inbox and deep CRM integrations that sync data in real-time. Based on documented features, it offers a robust solution for agencies and sales teams who need a 'set and forget' cloud-based system, provided they can navigate the credit-based usage limits.
Pros
Unified inbox for LinkedIn and email
Dedicated residential proxies included
Native HubSpot and Salesforce integrations
Cloud-based automation runs 24/7
Free white-label setup on all plans
Cons
Strict 15-25 day cancellation notice
Daily email limit of 200/account
Credit system limits AI usage
No refund policy for partial use
Trustpilot rating is significantly low
This score is backed by structured Google research and verified sources.
Overall Score
9.5/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Email Sequencing Tools with Multichannel Workflows. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.9
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of multichannel automation features, including sequence logic, AI personalization capabilities, and unified inbox management.
What We Found
CloselyHQ combines LinkedIn and email outreach into automated sequences with AI-driven personalization, a unified inbox for managing replies, and built-in data enrichment for finding contact details.
Score Rationale
The product scores highly for its seamless integration of LinkedIn and email steps in a single workflow, though daily email sending limits prevent a perfect score.
Supporting Evidence
AI features include generating 1-to-1 messages based on profile context and company signals. Pull context from profiles and company signals to generate 1-to-1 messages for LinkedIn DMs, InMail, and email.
— closelyhq.com
The platform includes a unified inbox to manage conversations from both LinkedIn and email in one place. See DMs, InMails, and email replies in one unified inbox. Assign conversations, use tags and templates, and prevent collision with teammate presence.
— closelyhq.com
Users can build personalized multichannel sequences that combine LinkedIn and email outreach into one automated flow. Easily build personalized multichannel sequences that combine LinkedIn and email outreach into one automated flow – perfect for scaling cold outreach with zero manual effort.
— closelyhq.com
Automated LinkedIn and email sequences are documented in the official product description, enabling efficient multichannel outreach.
— closelyhq.com
8.8
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess user sentiment across major review platforms, looking for consistent ratings, verified testimonials, and the vendor's reputation for reliability.
What We Found
The platform holds a strong 4.6/5 rating on G2 with over 190 reviews, though recent negative feedback on Trustpilot regarding billing practices impacts the overall trust score.
Score Rationale
While G2 reviews are overwhelmingly positive regarding performance, a disparity with Trustpilot ratings suggests some inconsistency in post-purchase satisfaction.
Supporting Evidence
Trustpilot reviews show a significantly lower score due to billing and support complaints. TrustScore 1.5 out of 5. 77 reviews.
— trustpilot.com
The platform has an overall rating of 4.2 on AppSumo with 243 reviews. With an overall rating of 4.2 and 243 reviews, Closely is a solid buy
— appsumo.com
Closely holds a 4.6 out of 5 star rating on G2 based on 196 reviews. The CloselyHQ G2 reviews score is 4.6/5, based on 196 reviews.
— g2.com
9.1
Category 3: Usability & Customer Experience
What We Looked For
We look for ease of setup, interface intuitiveness, and the quality of customer support resources available to users.
What We Found
Users consistently praise the clean, user-friendly interface and the 'plug and go' setup process that requires no technical configuration.
Score Rationale
The score reflects the platform's high praise for its intuitive dashboard and ease of use, which significantly lowers the barrier to entry for non-technical users.
Supporting Evidence
Users report that the dashboard is visually appealing and statistics are detailed. I like the branding of Closely's dashboard and the detailed campaign statistics, which help me track every step.
— g2.com
Reviewers highlight the user-friendly interface as a key strength. The interface is clean and user-friendly, making it easy to manage campaigns across various platforms.
— digital-expert.online
The platform is designed for instant setup without coding or technical configuration. No technical setup, coding, or extra tools needed – just plug and go.
— closelyhq.com
The platform may require initial setup and familiarization, as noted in user feedback and product documentation.
— closelyhq.com
8.6
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze pricing tiers, hidden costs, contract terms, and the value provided relative to feature limits like credits and seats.
What We Found
Pricing starts at a competitive $49/month, but the credit-based system for AI and emails, combined with strict cancellation terms, adds complexity to the value proposition.
Score Rationale
The entry price is accessible, but the credit limits on lower tiers and reported difficulties with cancellation prevent a higher score.
Supporting Evidence
White-label setup is included for free on all plans. White-label setup is FREE on all plans. Competitors like Zopto charge $997 setup fee.
— closelyhq.com
Credits are used for various actions like emails and AI personalizations. For example, you could send 250 emails, look up 50 phone numbers, or use 500 AI-driven personalizations.
— blog.closelyhq.com
The Starter plan is priced at $49/month and includes 1,000 monthly credits. Priced at $49 per month, this plan provides essential tools... Subscribers receive 1,000 monthly credits
— blog.closelyhq.com
Enterprise pricing is available, offering transparency for large teams looking for scalable solutions.
— closelyhq.com
9.0
Category 5: Integrations & Ecosystem Strength
What We Looked For
We examine the depth of native integrations with CRMs and other sales tools to ensure seamless data flow.
What We Found
Closely offers deep, native two-way integrations with major CRMs like HubSpot and Salesforce, allowing for automatic logging of messages and timeline syncing.
Score Rationale
The ability to sync LinkedIn messages and activities directly to CRM timelines without third-party tools justifies this high score.
Supporting Evidence
GoHighLevel integration enables two-way sync of LinkedIn messages. Our two-way integration lets you sync LinkedIn messages into GHL conversations, push leads directly from LinkedIn or Closely
— youtube.com
Salesforce integration allows for syncing conversations and leads to power automations. Bring LinkedIn into your Salesforce workflows. Sync conversations, leads, and replies to power automations that close deals faster.
— closelyhq.com
The platform supports deep integration with HubSpot, syncing contacts and messages in real time. Auto-sync contacts, messages, and engagement into HubSpot in real time.
— closelyhq.com
9.2
Category 6: Security, Compliance & Data Protection
What We Looked For
We evaluate safety measures for automation, including proxy usage, cloud infrastructure, and compliance with platform limits.
What We Found
The product uses dedicated residential proxies for each account and cloud-based execution to mimic human behavior, significantly reducing the risk of LinkedIn bans.
Score Rationale
The inclusion of dedicated residential proxies and cloud-based infrastructure as standard features provides a superior level of safety compared to browser-based tools.
Supporting Evidence
Smart limits and delays are used to mimic human behavior. Smart safety limits use researched daily caps and delays to mimic human behaviour and avoid LinkedIn restrictions.
— closelyhq.com
The platform operates 24/7 in the cloud without needing the user's device to be on. Cloud-based operation lets your campaigns run 24/7 without keeping your computer on or staying connected.
— closelyhq.com
Closely uses dedicated proxies on a residential network for each LinkedIn account. Dedicated proxy are used to run each LinkedIn account on a built-in, residential network – ensuring secure activity.
— closelyhq.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Significant disparity exists between high G2 ratings and low Trustpilot scores (1.5/5), with numerous complaints about billing and support responsiveness.
Impact: This issue caused a significant reduction in the score.
Daily email sending limits are capped at 200 emails per day per account, which may be restrictive for high-volume outbound campaigns compared to specialized cold email tools.
Impact: This issue caused a significant reduction in the score.
Users report a strict cancellation policy requiring 15-25 days notice before the next billing cycle to avoid charges, which is not clearly advertised during onboarding.
Impact: This issue resulted in a major score reduction.
Designed specifically for sales professionals, Outplay is an email automation tool that facilitates effective and targeted email outreach. It effortlessly automates email workflows, ensuring messages reach prospects at the right time, enhancing engagement and boosting conversion rates.
Designed specifically for sales professionals, Outplay is an email automation tool that facilitates effective and targeted email outreach. It effortlessly automates email workflows, ensuring messages reach prospects at the right time, enhancing engagement and boosting conversion rates.
ENGAGEMENT BOOSTER
ENTERPRISE READY
Best for teams that are
Growing sales teams requiring true multi-channel engagement (Email, Phone, SMS)
SMBs using Pipedrive or HubSpot needing deep native CRM integration
Sales managers needing detailed reporting and team performance tracking
Skip if
Solopreneurs or beginners looking for a simple, email-only tool
Users with zero technical skills due to a steeper learning curve
Teams that do not require cold calling or SMS features
Expert Take
Our analysis shows Outplay effectively democratizes enterprise-grade sales engagement for SMBs by combining multi-channel outreach, a built-in dialer, and conversation intelligence into a single platform. Unlike competitors that hide costs, Outplay offers fully transparent pricing and a free tier, making it highly accessible. Research indicates robust security with SOC 2 Type II and ISO 27001 certifications, ensuring data protection often reserved for upmarket tools.
Pros
Native bi-directional CRM integrations
Multi-channel outreach (Email, SMS, LinkedIn)
Transparent pricing with free tier
Built-in power dialer included
SOC 2 Type II & ISO 27001
Cons
Occasional platform glitches reported
Steep learning curve for automation
Reporting filters can be complex
Limited email template design options
Mixed support response times
This score is backed by structured Google research and verified sources.
Overall Score
9.5/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Email Sequencing Tools with Multichannel Workflows. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.8
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of sales engagement features, including multi-channel outreach, automation capabilities, and AI-driven tools.
What We Found
Outplay offers a comprehensive suite including multi-channel outreach (email, SMS, LinkedIn, voice), a built-in power dialer, and AI-assisted email writing.
Score Rationale
The product scores highly for its all-in-one feature set, though it slightly trails market leaders in feature maturity and reporting depth.
Supporting Evidence
Features a power dialer and call recording capabilities within the platform. Multi-channel outreach (chat, email, SMS, dialer)... Sales dialer
— woodpecker.co
Includes built-in conversation intelligence and an AI sequence writer. AI Sequence Writer... Conversation Intelligence... AI Email Writer
— outplay.ai
Platform supports multi-channel outreach across email, phone, SMS, WhatsApp, and LinkedIn. Engage with prospects across Email, Phone, SMS, Whatsapp, Video, and Website chat
— outplay.ai
Real-time analytics and CRM integration are outlined in the product's feature set, enhancing sales process efficiency.
— outplay.ai
Documented in official product documentation, Outplay offers intelligent email sequencing and multichannel outreach capabilities.
— outplay.ai
9.1
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the vendor's reputation, user base size, and presence of third-party validations like reviews and certifications.
What We Found
Outplay holds strong trust signals with top-tier security certifications and a solid presence on major review platforms like G2.
Score Rationale
The combination of SOC 2 Type II and ISO 27001 certifications establishes high credibility, positioning it as a secure choice for SMBs.
Supporting Evidence
Achieved SOC 2 Type II certification, demonstrating long-term security compliance. SOC 2 Type II certification is a key part of Outplay's commitment to its existing and future customers
— outplay.ai
Rated 4.5 stars by over 260 verified reviews on G2. Outplay HQ has been rated 4.5 stars by 269 verified reviews on G2.
— g2.com
8.5
Category 3: Usability & Customer Experience
What We Looked For
We analyze user feedback regarding ease of use, interface design, and the quality of customer support.
What We Found
While generally praised for its intuitive UI, users report occasional glitches and mixed experiences with support responsiveness.
Score Rationale
This score reflects a penalty for documented stability issues and inconsistent support experiences reported by some users.
Supporting Evidence
Some users report technical glitches and a learning curve for automation setup. The tool can glitch out sometimes and the user experience is not the greatest.
— woodpecker.co
Users appreciate the intuitive UI compared to complex enterprise tools. Outplay's intuitive UI and industry-leading customer support gets teams up and running rapidly
— g2.com
May require training for optimal use, as noted in product descriptions.
— outplay.ai
9.4
Category 4: Value, Pricing & Transparency
What We Looked For
We look for clear, public pricing, flexible terms, and competitive value compared to market alternatives.
What We Found
Outplay distinguishes itself with fully transparent pricing, a free tier, and costs significantly lower than enterprise competitors.
Score Rationale
The score is exceptional due to the rare transparency in this vertical and the inclusion of a functional free plan.
Supporting Evidence
Positions itself as a fraction of the cost of 'Big Two' competitors. Outplay's pricing is published and a fraction of what the big two charge
— outplay.ai
Offers a free plan with basic features like automated email sequences. You can start using Outplay today with their Free plan.
— tekpon.com
Pricing is publicly listed, starting around $79-$89/user/month for the Growth plan. Growth ($79 per month): everything from Starter + 1,000 emails per day
— woodpecker.co
Pricing starts at $50/user per month, with custom enterprise pricing available, as stated on the official site.
— outplay.ai
9.0
Category 5: Integrations & Ecosystem Strength
What We Looked For
We evaluate the depth and quality of native integrations with CRMs and other sales tools.
What We Found
The platform offers robust, native bi-directional sync with major CRMs like Salesforce, HubSpot, and Pipedrive.
Score Rationale
Native bi-directional integrations are a strong selling point, ensuring data consistency without third-party connectors.
Supporting Evidence
Supports Salesforce integration for syncing leads, contacts, and opportunities. Outplay's native bi-directional integration with Salesforce, automatically updates your team's CRM account
— outplay.ai
Integrates seamlessly with Pipedrive, allowing auto-import of prospects. Now, you can auto-import prospects from Pipedrive to Outplay without clicking a single button.
— pipedrive.com
Provides native bi-directional integration with HubSpot to sync activities and deals. Outplay now has a native bi-directional integration with Hubspot
— outplay.ai
Listed in the company's integration directory, Outplay integrates with major CRMs to streamline sales workflows.
— outplay.ai
9.5
Category 6: Security, Compliance & Data Protection
What We Looked For
We examine the product's adherence to industry security standards and data privacy regulations.
What We Found
Outplay maintains an enterprise-grade security posture with multiple top-tier certifications, unusual for its price point.
Score Rationale
Achieving both SOC 2 Type II and ISO 27001 certifications warrants a near-perfect score for security assurance.
Supporting Evidence
Fully GDPR compliant with features for data deletion and consent management. Includes unsubscribe links in every email; Lets you collect and store consent-based data
— outplay.ai
Maintains ISO 27001 certification for information security management. ISO 27001 certification means that we have taken effective steps to protect the confidentiality
— outplay.ai
The platform is SOC 2 Type II certified. SOC 2 Type II certification is a key part of Outplay's commitment
— outplay.ai
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Users have noted that reporting filters can be complex and the system sometimes provides inaccurate data regarding email open tracking.
Impact: This issue had a noticeable impact on the score.
In evaluating email sequencing tools with multichannel workflows, the selection process focused on key factors such as specifications, feature sets, customer reviews, ratings, and overall value. Important considerations specific to this category included the integration capabilities of each tool with various communication channels, ease of use, automation features, and the flexibility of workflow customization. The research methodology involved a comprehensive analysis of product specifications, customer feedback, and aggregated ratings, allowing for an objective comparison of how each tool meets the diverse needs of users in multichannel marketing scenarios. Rankings were determined by synthesizing this data to provide a clear picture of each product's strengths and weaknesses.
Overall scores reflect relative ranking within this category, accounting for which limitations materially affect real-world use cases. Small differences in category scores can result in larger ranking separation when those differences affect the most common or highest-impact workflows.
Verification
Products evaluated through comprehensive research and analysis of multichannel workflow capabilities.
Rankings based on analysis of user reviews, ratings, and feature specifications for email sequencing tools.
Selection criteria focus on integration options, automation features, and user satisfaction metrics.
As an Amazon Associate, we earn from qualifying purchases. We may also earn commissions from other affiliate partners.
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Score Breakdown
0.0/ 10
Deep Research
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