Appointment Setting Agencies

Salesfinity

AI-powered outbound calling platform that helps revenue teams book more meetings.

Top Sales Agencies Score

66/100Projected

Salesfinity provides an AI-powered outbound sales platform for SDRs, AEs, founders, startups, and enterprise revenue teams. The platform helps teams enrich phone data, dial prospects in parallel, avoid voicemails and spam flags, coach reps using call insights, automate follow-up based on objections and timing, and manage collaborative calling through a virtual sales floor.

Location

San Francisco, California

Founded

2022

Team Size

11-50

#74in Sales(of 141)
#5in Appointment Setting Agencies(of 16)
Strongest Web Presence

Score Trend

Current score
66/100Projected
ProjectedReal ↑Real ↓
666461
Jun 21Jun 30Today
Projected trend · real daily scoring begins soon

Services

  • AI Parallel Dialer
  • Phone Data Enrichment
  • AI Coaching
  • AI Nurturing and Automation
  • Salesfloor Collaboration
  • Pre-Call Research and Signals
  • CRM and Workflow Integration

Green Flags & Red Flags

The themes clients raise most, synthesized from 8 verified reviews we read. Each badge counts how many of those reviews raised the point.

Green Flags

5 themes
  • Easy to use

    Multiple reviewers said the interface is intuitive, clean, or simple to learn and use.

    6mentions
  • Saves time on dialing

    Reviewers repeatedly said the platform speeds up calling and reduces manual work through parallel dialing and workflow automation.

    6mentions
  • Better connect rates

    Several reviewers specifically mentioned improved connection rates, more live conversations, or higher outreach efficiency.

    5mentions
  • Fast onboarding and setup

    Users noted that initial setup and ramping new reps is straightforward and quick.

    4mentions
  • Helpful AI and enrichment

    Some reviews praised AI summaries, transcripts, filters, or enrichment features for improving prep and CRM logging.

    4mentions

Red Flags

4 themes
  • Call connection latency

    Several reviewers mentioned delays before they are connected live, which can hurt call flow or cause prospects to hang up.

    3mentions
  • Learning curve on features

    A few reviewers said advanced features take some time to learn despite the generally easy interface.

    2mentions
  • Integration or workflow gaps

    Some users reported issues such as HubSpot calling friction, inability to remove contacts live, or batch-dial workflow limitations.

    3mentions
  • Minor feature requests

    A few reviews asked for improvements like inbound callback ringing, larger lead imports, or less repetitive dialing audio.

    3mentions

Pricing

  • Pricing model: Per-user monthly SaaS subscription with tiered plans (Silver, Gold, Enterprise); Enterprise is custom quote. The product is sold as a recurring software subscription rather than pay-per-lead or pay-per-appointment.
  • Starting price: $200 / user / month
  • Typical range: $200–$299 / user / month
  • Billing: Per user, per month for Silver and Gold; Enterprise is custom quote. G2 also indicates an Enterprise free trial with '1 seat per month' listed on its pricing page.
  • Free trial: Yes. Salesfinity's website says 'Try Salesfinity Free,' G2 says Salesfinity has '1 pricing edition that is a free trial,' and Software Finder also states a free trial is available. Trial length was not clearly published in the pages reviewed.
  • Guarantee: Website marketing describes 'Zero-Risk Pricing for Quota-Crushing Teams' and 'Risk free,' but no concrete refund or performance guarantee terms were published on the pages reviewed.

What's included

  • Silver: power dialer access, single dialer access, 5 assigned premium numbers, CallerID reputation management, call recording, AI call summary, 2-way CRM/SEP integration, LinkedIn integration, reporting & analytics, email support
  • Gold: everything in/alongside core dialing plus AI Parallel Dialer (up to 5 parallel dials), voicemail drop, 10 assigned premium numbers, SmartRotate, SmartGenie AI web researcher, BOSS Mode, Nurture AI, API access, live chat & email support
  • Enterprise: custom pricing; includes Salesfloor, AI coaching & objection handling, AI training, AI reporting, admin licenses, battlecards, international dialing, 20 assigned premium numbers, waterfall data enrichment with 6+ data providers, Gong integration, Slack integration, SSO/MFA, user access control, team reporting, data warehouse push, dedicated customer success manager

Salesfinity itself publicly publishes two concrete plan prices on its pricing page: Silver at $200 per user/month and Gold at $299 per user/month; Enterprise is custom quote. Third-party pages including G2, JustCall, and Software Finder corroborate the same pricing structure and also mention a free trial, but those pages should be treated as secondary confirmation rather than the primary source. I did not find any public evidence of setup fees, onboarding fees, hourly billing, project minimums, or performance-based/per-meeting pricing; current public pricing appears to be seat-based monthly SaaS pricing with a custom Enterprise tier.

Sources (7)

Where this pricing information was traced from.

Process

How Salesfinity actually works, reconstructed from customer reviews and third-party write-ups.

Salesfinity appears to be delivered primarily as a software-led outbound calling workflow rather than a classic done-for-you agency engagement. The clearest evidence shows clients get set up in the platform, upload or connect lead data, let Salesfinity score/enrich numbers, run calling from the dialer, use Salesfloor for live onboarding/coaching, and monitor performance in reporting.

  1. 1

    Set up the workspace and access

    Customers begin by getting access to the platform and setting it up quickly; Salesfinity’s own site emphasizes immediate sign-up and exploration, while G2 review summaries describe onboarding as easy and implementation as relatively fast.

  2. 2

    Upload or connect prospect data

    The client brings in lead lists or connects existing sales tools/CRMs. Evidence from the product pages and G2 listing shows Salesfinity is used alongside tools like HubSpot, Salesforce, Outreach, Apollo.io, Amplemarket, and others, indicating data is imported or synced before calling starts.

  3. 3

    Scan, score, and enrich phone numbers

    Before reps call, Salesfinity processes the list by scoring numbers with BOSS Mode and auto-enriching weak numbers through Smart Enrich. The product explains that it flags low-quality numbers, prioritizes stronger ones, and replaces bad entries with better mobile numbers behind the scenes.

  4. 4

    Launch calling from the AI dialer

    Once the list is prepared, reps start calling in the dialer. Salesfinity’s site says the AI parallel dialer calls multiple numbers and filters out voicemail, robots, and other non-live outcomes so reps spend more time speaking with real prospects; G2 reviewers repeatedly describe time savings and improved outbound efficiency here.

  5. 5

    Use Salesfloor for onboarding and live coaching

    During rollout and team ramp-up, managers and new hires use Salesfloor to listen in on live outbound calls. A G2 reviewer specifically says this is especially useful in onboarding because new hires can learn from live calls in a hands-on way.

  6. 6

    Capture outcomes and trigger follow-up workflows

    After conversations, Salesfinity records outcomes and supports follow-up actions rather than leaving reps to manage everything manually. The company’s own site describes AI nurturing and automation that remembers objections, schedules smart follow-ups, and builds a warmer list over time.

  7. 7

    Review reporting and refine rep performance

    Teams then use reporting and coaching outputs to improve execution. Salesfinity’s site references real-time conversion visibility, objection tracking, trend analysis, and pitch guidance, while reviews point to productivity gains and a manageable learning curve as teams adopt more advanced features.

Sources (5)

Customer reviews and third-party write-ups this process was traced from.

Check out a Detailed Report of Salesfinity

Reviews

Salesfinity appears to have a meaningful third-party review presence on G2, where I found a confirmed company profile tied to the Salesfinity website and 116 reviews. I did not find a confirmed listing for this specific company on Clutch, Trustpilot, Google, Capterra, or BBB in search results, so its visible review footprint appears limited primarily to G2.

  • Top Sales AgenciesNo reviews yet
  • ClutchNot listed
  • G2
    4.8/5

    116 reviews

    G2 reviewers consistently praise Salesfinity for ease of use, fast onboarding, parallel dialing, and productivity gains in outbound calling. The main criticisms visible in the reviews are occasional connection latency, some CRM/integration friction, and a few workflow limitations or minor missing features.

    • Mark D. · Founder and President4.0

      I appreciate the high-quality connection rates on Salesfinity, which really matter when you're using a dialing tool.

      5/4/2026Read on G2
    • Chiara O. · Growth Consultant5.0

      Salesfinity is intuitive and easy to use while still being a very powerful tool for sales and outbound calling.

      1/30/2026Read on G2
    • Roy S. · Sales Development Representative4.0

      It's a great tool for new reps (I started using it right when I was hired). The UI is clean and simple to use.

      10/15/2025Read on G2
    • Eliana E. · Enterprise Accounts5.0

      I like using Salesfinity for making calls because it lets me call multiple people at once, which speeds up the dialing process.

      1/26/2026Read on G2
  • TrustpilotNot listed
  • GoogleNot listed
  • CapterraNot listed
  • BBBNot listed

Strengths

  • +Easy to use interface
  • +Time-saving parallel dialing
  • +Improved connect rates and outbound efficiency
  • +Quick onboarding and setup
  • +Helpful AI summaries, filtering, and enrichment

Concerns

  • Occasional call connection delays
  • Some CRM/integration friction
  • Minor workflow limitations and missing features
  • Learning curve for advanced features

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Frequently Asked Questions

What does Salesfinity do?

Salesfinity is a B2B sales software company that offers an AI-powered outbound calling platform for revenue teams. Its platform combines AI parallel dialing, phone data enrichment, coaching, automation, and CRM/SEP integrations to help reps reach more live prospects and book meetings.

How much does Salesfinity cost?

Salesfinity publicly lists Silver at $200 per user/month and Gold at $299 per user/month. Its Enterprise plan is custom-quoted.

Does Salesfinity offer a free trial?

Yes. Salesfinity’s website says “Try Salesfinity Free,” and third-party pricing pages also indicate a free trial is available, though the trial length was not clearly published in the reviewed sources.

What features are included in Salesfinity?

Core publicly described features include an AI parallel dialer, waterfall phone data enrichment, AI coaching and objection analysis, nurturing and follow-up automation, a virtual sales floor, reporting, signal-based prospecting, and CRM/SEP integrations. Higher-tier and Enterprise features also include API access, Salesfloor, international dialing, Gong and Slack integrations, and SSO/MFA.

Is Salesfinity legit, and what are Salesfinity reviews like?

Salesfinity has a confirmed G2 profile with 116 reviews and a 4.8 out of 5 rating. Reviewers commonly praise ease of use, onboarding, parallel dialing, and productivity gains, while some mention call connection latency, CRM/integration friction, and minor workflow limitations.

Where is Salesfinity located?

Salesfinity is based in San Francisco, California, United States. The listed address is 605 Mission St, 1310, San Francisco, California 94105, US.

What makes Salesfinity different from other sales dialers?

Salesfinity positions itself as more than a dialer by combining 6+ provider waterfall enrichment, AI parallel dialing that filters out voicemail and bots, objection tracking and coaching, nurturing automation, and a virtual sales floor experience. It is designed for SDRs, AEs, founders, startups, and enterprise outbound teams that rely on calling and follow-up workflows.

Company

Location

605 Mission St, 1310, San Francisco, California 94105, US

Phone

Not publicly listed

Email

Not publicly listed

Company details coming soon.

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