Mixmax

The easiest-to-use sales engagement platform

Sales Engagement
★★★★★ 4.5
2014 Founded
101-250 Employees
10,000+ teams (90,000+ active users) Customers
San Francisco, CA, USA Headquarters

Quick Facts

✓ Free Trial
Website
mixmax.com →
Starting Price
29
Pricing Model
tiered
Free Trial
14 days
Company Type
private

About Mixmax

Mixmax is an AI-native sales execution and sales engagement platform built to eliminate busywork for modern revenue teams. The product embeds directly into Gmail and Outlook so sellers can run multi-channel sequences, track engagement, book meetings, and update their CRM without ever leaving their inbox. With AI-powered Copilots for the inbox, meetings, and engagement, Mixmax helps reps identify the right signals in their pipeline, prioritize the next best action, and keep every deal moving forward.

Founded in 2014 and headquartered in San Francisco, Mixmax is on a mission to create a world without busywork. Since launch, the company has grown into a globally distributed team and become the product of choice for more than 10,000 sales and customer success teams, with over 90,000 active users. Mixmax has been recognized on the Inc. 5000 list and is frequently cited as a more intuitive, easier-to-adopt alternative to legacy sales engagement tools.

The platform began as an email productivity extension for Gmail and evolved into a full-featured sales engagement solution, and more recently into an AI Sales Execution Platform built around three outcome-based Copilots: Inbox Copilot, Meeting Copilot, and Engagement Copilot. These Copilots support the entire revenue lifecycle, from prospecting and pipeline generation to deal management and customer expansion, while leveraging AI for content generation, call summaries, and smart send-time recommendations.

Today, Mixmax is positioned primarily for B2B organizations using Google Workspace or Microsoft 365, plus CRMs like Salesforce and HubSpot. Its value proposition centers on ease of use, fast time-to-value, and deep integrations with core sales tools. Revenue teams choose Mixmax to consolidate outreach, scheduling, and workflow automation in a single, inbox-centric experience that drives adoption and measurable productivity gains.

Key Features

AI Sales Execution Copilots - Inbox, Meeting, and Engagement Copilots surface important signals, draft follow-ups, summarize calls, and recommend next best actions across the sales cycle.

Multi-channel sequences - Build and manage outreach sequences across email, phone, SMS, and LinkedIn to prospect, progress opportunities, and nurture customers.

Inbox-native experience - Chrome extension and Outlook add-in let reps work entirely from Gmail or Outlook, with Mixmax features embedded directly in the compose window and sidebar.

Advanced email tracking - Real-time tracking for opens, clicks, downloads, and replies with engagement feeds, desktop notifications, and recommended send times based on historical data.

Scheduling and calendar automation - One-click scheduling, meeting templates, time-slot insertion into emails, round-robin and inbound lead routing, and automatic calendar invite handling.

Workflow automation & rules - No-code rules engine to trigger emails, tasks, CRM updates, Slack alerts, and sequence enrollments based on engagement signals and field changes.

Salesforce, HubSpot and CRM sync - Bi-directional sync for activities, tasks, and fields so emails, calls, meetings, and sequence steps are automatically logged to the CRM.

Analytics and Salesforce dashboards - Native reporting plus Mixmax Insights, a Salesforce package with 30+ prebuilt reports and dashboards for activity, sequence, and pipeline metrics.

Dialer and voice - Built-in dialer for click-to-call from Gmail or Salesforce, with automatic call logging and optional recording and revenue-intelligence integrations.

SMS messaging - Send and automate SMS as part of multi-channel sequences and trigger text alerts or follow-ups based on engagement.

LinkedIn Sales Navigator integration - View LinkedIn insights in the sidebar, send InMail and connection requests, and schedule social follow-up tasks from within the inbox.

Email templates and personalization - Team-shared templates, snippets, variables, and placeholders to personalize outreach at scale while keeping messaging on-brand.

Interactive email enhancements - Insert polls, surveys, CTA buttons, link previews, embedded calendars, and video to increase engagement and simplify responses.

Collaboration features - Sidechat for internal conversations on email threads, shared sequences and templates, and team-wide visibility into engagement.

Developer APIs and SDKs - REST API, webhooks, and sidebar/message integration SDKs for extending Mixmax into custom workflows and internal tools.

Pros & Cons

👍 Pros

  • Very easy to use and intuitive interface, especially for users already working in Gmail or Outlook.
  • Powerful email tracking and engagement visibility, including opens, clicks, and real-time notifications that guide follow-up timing.
  • Flexible templates and sequences that save time on repetitive outreach while maintaining personalization.
  • Scheduling links and embedded availability make it extremely simple for recipients to book meetings in a single click.
  • Tight Salesforce and CRM integrations with automated logging and rules significantly reduce manual data entry and admin work.
  • Delivers strong time savings and productivity gains for sales and customer success teams relative to cost.
  • Responsive support team and helpful onboarding resources such as webinars, tutorials, and in-app guidance.

👎 Cons

  • Free and lower-tier plans have limited functionality and caps, pushing serious users to upgrade.
  • Occasional bugs or sync issues, for example with analytics or CRM logging, are mentioned in some reviews.
  • Calendar and scheduling features, while strong, may lack some advanced capabilities of dedicated scheduling tools.
  • Editing or reconfiguring active sequences can feel restrictive, and sequence management has a learning curve for new users.
  • Some users report that emails can sometimes land in spam or promotions folders and that reporting could be more advanced.

User Reviews

G2
4.6
★★★★★
Capterra
4.6
★★★★★
TrustRadius
8.8
★★★★★

Integrations

Salesforce HubSpot Microsoft Outlook Microsoft Dynamics 365 Google Workspace Google Sheets Slack Zoom ZoomInfo Gong LinkedIn Sales Navigator LinkedIn Ads Seamless.AI Pipedrive Copper Zoho CRM Monday.com Trello Typeform SurveyMonkey Dropbox Dialpad Orum Clay Zapier

Best For

Company Size

smb mid-market enterprise

Industries

SaaS Technology Professional Services Financial Services Recruiting & Staffing Education

Use Cases

Cold Email Outreach Sales Prospecting Pipeline Management Meeting Scheduling and Round-Robin Routing Account Management and Renewals Customer Success Engagement

FAQ

What is Mixmax?

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Mixmax is an AI-native sales engagement and sales execution platform that embeds directly into Gmail and Outlook. It helps revenue teams run multi-channel sequences, track email engagement, schedule meetings, and automate CRM updates so sellers always know who to contact next, on which channel, and with what message. By combining AI Copilots, workflow automation, and deep CRM integrations, Mixmax eliminates busywork and lets reps focus on high-value customer conversations.

How much does Mixmax cost?

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Mixmax offers a free plan plus a 14-day free trial of the full Mixmax Bundle. Paid Copilots start at about $29 per user per month on annual billing for Inbox Copilot or Meeting Copilot, $49 per user per month for Engagement Copilot, and $89 per user per month for the Mixmax Bundle, with slightly higher prices on month-to-month billing. Enterprise teams can purchase Copilots for Teams with custom pricing by contacting sales.

What are the main features of Mixmax?

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Core Mixmax features include AI-powered Copilots for inbox, meetings, and engagement; multi-channel sequences across email, phone, SMS, and LinkedIn; real-time email tracking and engagement feeds; one-click meeting scheduling and round-robin routing; Salesforce, HubSpot, and other CRM integrations; workflow automation rules; a built-in dialer and SMS; interactive email enhancements such as polls, surveys, and CTA buttons; team templates and sequences; and APIs and SDKs for custom integrations.

Who are Mixmax's main competitors?

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Mixmax competes most directly with other sales engagement and outbound platforms such as Outreach, Salesloft, Apollo.io, HubSpot Sales Hub, and Yesware. Compared with these tools, Mixmax emphasizes an inbox-native experience, fast implementation, and strong Salesforce and HubSpot automations rather than acting as a standalone, monolithic sales platform.

Is Mixmax good for small businesses?

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Yes. Mixmax is well suited for small and midsize B2B businesses, especially teams of SDRs, AEs, founders, and CS reps working out of Gmail or Outlook. Its free plan and self-serve paid tiers make it easy to start small and scale as the team grows, and the inbox-native interface reduces training time. Very small teams that only need basic bulk email marketing, however, might find a simpler email marketing tool sufficient if they do not need CRM automation or multi-channel sales workflows.

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