Mixmax

Mixmax is a sales execution platform that adds email engagement, scheduling, sequences, meeting intelligence, and CRM automation to the inbox. Its current product is organized around Inbox Copilot, Meeting Copilot, and Engagement Copilot, with Inbox and Engagement available separately and Meeting included in Mixmax Suite. Mixmax supports Gmail and an Outlook add-in, and integrates with Salesforce and HubSpot for activity and meeting synchronization. It is designed for sales teams and other customer-facing workflows rather than general-purpose AI writing.

✨ Key Features

• Email open and click tracking — Track recipient engagement and receive alerts; the Free plan limits tracked emails to 20 per month.
• Inbox categorization and reminders — Filter inbox activity, surface important signals, and create smart follow-up reminders.
• Email templates and AI Compose — Reuse templates and use Mixmax AI to draft email copy and subject lines.
• Meeting scheduling — Share availability, embed scheduling links, add guests, and use calendar round robin for team booking.
• Email sequences — Create automated outreach and nurture sequences with recipient limits that vary by plan.
• Multichannel sales workflows — Combine email, tasks, LinkedIn steps, and phone actions; Engagement plans add multichannel sequences.
• AI sequence builder and personalization — Generate sequence structure and personalize outreach at scale on eligible paid plans.
• Meeting preparation and recaps — Meeting Copilot can create pre-meeting briefs, summarize supplied meeting transcripts, extract action items, and draft follow-up emails; Mixmax says it does not record calls or provide real-time transcription.
• Rules and workflow automation — Trigger tasks or sequence actions from engagement signals, including opens, clicks, and other workflow events.
• CRM synchronization and reporting — Sync email, meeting, and sequence activity with Salesforce or HubSpot, and review team performance in reporting views.
• Dialer and calling — Place calls from Gmail or sequence tasks and log activity to the CRM on eligible plans or add-ons.
• Team collaboration and security — Use shared templates, Sidechat, workspace controls, SOC 2 Type II, GDPR, HIPAA, and CPRA-related controls where applicable to the selected plan.

💳 Pricing

• Free — $0; core email tracking, scheduling, templates, and basic sequences. The pricing page lists 20 tracked emails per month and 1,500 sequence recipients per month in the comparison table, while the Free-plan help article specifies a 20 tracked-email and 50 sequence-recipient monthly limit; users should confirm the active limit in the account before relying on it.
• Inbox Copilot — $29/user/month billed annually or $34/user/month billed monthly; email tracking, inbox categorization, smart signals and follow-ups, and meeting scheduling.
• Meeting Copilot — Included in Mixmax Suite for both billing intervals; pre-meeting preparation, notes and follow-up drafts. It is not sold as a separate US$29/34 subscription.
• Engagement Copilot — $49/user/month billed annually or $65/user/month billed monthly; email and multichannel sequences, AI sequence builder, and sequence personalization.
• Mixmax Suite — $89/user/month billed annually or $105/user/month billed monthly; combines Inbox, Meeting, and Engagement Copilots.
• Mixmax for Teams / enterprise add-ons — Custom pricing for teams of five or more; includes team capabilities such as unlimited sequences, dialer, custom branding, custom domains, advanced workflow rules, and Salesforce Insights. Dialer, SMS, international dialer, local presence, and custom branding can also be sold as add-ons where shown.

Mixmax offers a 14-day trial of the paid Copilot bundle without a credit card; after the trial, an account can roll into Mixmax Free. Prices and feature availability can vary by billing interval, workspace, region, and add-on selection.

⚖️ Alternatives Compared

🎯 Use Cases

• Outbound prospecting: Build personalized email or multichannel sequences for new accounts.
• Lead follow-up: Use opens, clicks, reminders, and rules to prioritize the next action.
• Meeting booking: Share availability or coordinate round-robin calendars without long email exchanges.
• Pre- and post-meeting work: Prepare a brief, turn an existing transcript into a recap, and edit a follow-up draft before sending.
• CRM hygiene: Sync email, meeting, and sequence activity into Salesforce or HubSpot without manual logging.
• Sales manager reporting: Review team activity, sequence performance, and engagement signals.
• Customer and recruiting outreach: Reuse templates, schedule conversations, and manage structured follow-up workflows beyond classic prospecting.

Mixmax operates on sensitive email, calendar, CRM, and meeting context. Review permissions, retention, recipient tracking disclosures, CRM sync scope, and the selected plan's compliance terms before connecting production accounts. AI-generated emails and meeting recaps should be reviewed before sending or syncing.