Mixmax

Mixmax is the sales engagement platform purpose-built for Gmail and Outlook users, combining email tracking, sequences, scheduling, a dialer, and AI-powered productivity into the email client where sales reps already work. Founded in 2014, Mixmax holds a defining position in the Gmail-first sales engagement category, particularly for SMB and mid-market teams that prefer working inside Google Workspace rather than learning a separate platform like Outreach or Salesloft. Pricing is structured around three AI Copilots that can be bought individually or bundled, and the listed per-user prices are annual rates (month-to-month billing is higher). Inbox Copilot is $29/user/month annual, $34 monthly (email tracking, inbox categorization, smart reminders, meeting scheduling). Meeting Copilot is $29/user/month annual, $34 monthly (meeting prep, transcription, summaries, follow-up drafts). Engagement Copilot is $49/user/month annual, $65 monthly (email sequences, multi-channel campaigns, AI sequence builder). The Mixmax Suite bundles all three Copilots, plus the Mixmax Core and Intelligence layers, at $89/user/month billed annually. A 14-day free trial requires no credit card and rolls into Mixmax Free at trial end. Shared sequences, workflow rules, Salesforce Insights, custom branding, and the dialer move to a custom-quoted Teams plan for teams of five or more. Mixmax's AI capabilities include AI Compose for email drafting, an AI sequence builder that generates multi-channel campaigns from a persona and goal, smart send for optimal delivery timing, meeting prep documents, automatic meeting transcription and summarization, and pipeline signal monitoring across opens, competitor mentions, and expansion cues. Mixmax also runs an official MCP server: connect Claude or ChatGPT via MCP to ask natural-language questions against your pipeline data directly from Mixmax. The platform integrates natively with Salesforce, HubSpot, Pipedrive, Copper, Monday, LinkedIn Sales Navigator, Slack, Zapier, Zoom, Webex, Microsoft Outlook, Dialpad, Orum, Clay, RB2B, Seamless.AI, Vidyard, Dropbox, G2, and Google Calendar, with bidirectional CRM sync. Its strongest differentiation versus Outreach and Salesloft is the Gmail-native experience: rather than switching reps to a separate engagement platform, Mixmax lives inside Gmail, lowering adoption friction. It is not the right fit for teams on email systems outside Gmail or Outlook, enterprises needing deep conversation intelligence or revenue forecasting at the level of Gong or Clari, or larger deployments where custom Teams pricing may exceed per-user Copilot costs. Mixmax is SOC 2 Type II certified, ISO 27001 certified, HIPAA compliant, GDPR compliant, and CCPA compliant, with a public SOC 3 report and ISO 27017/27018 and PCI DSS coverage also listed on its trust page. Current state Q3 2026: active product velocity, with recent launches including enhanced Meeting Copilot on-demand transcription, custom branding for enterprise teams, and the MCP server for AI-powered pipeline queries.