Mixmax

Mixmax

by Mixmax • • Sales Engagement Software

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Mixmax is a sales email and sequence tool for Gmail and Outlook that adds tracking, scheduling links and AI drafts, sold per user by copilot with a free plan.

Mixmax keeps follow-ups, meeting booking and multi-step outreach inside the inbox a seller already works in, so prospects stop slipping between tools. It runs in Gmail and in Outlook, and a web app holds the views Outlook does not show. Mixmax, Inc. has built it since 2014 and sells it under its own name. Reps, founders and account managers use it to see who engaged and to send the next message on time. The product is split into three copilots. Inbox Copilot tracks opens, clicks and replies, surfaces smart signals, and writes drafts and follow-ups with AI Compose. Meeting Copilot prepares a rep before a call, captures Zoom and Google Meet conversations, and files the summary as notes on the CRM record. Engagement Copilot runs sequences of email, call, LinkedIn and SMS stages that stop once someone replies. Its AI sequence builder drafts the steps, and rules enroll people from a deal stage or any CRM field. Calls and manual steps are worked from a Tasks list, and a leaderboard compares individuals, teams and departments. Mixmax suits people who run their own outreach from the inbox: founders, agencies, recruiters, brokers and fundraisers, along with sales teams on Salesforce or HubSpot. A seller who needs tracking and scheduling can start on Inbox Copilot alone, while one running outreach campaigns takes Engagement Copilot. The Suite bundles all three, and Meeting Copilot comes only inside it. Every paid plan is charged per user on monthly or annual terms, and a free plan stays open after the trial. Groups that want a dialer, advanced rules and a dedicated success manager buy Mixmax for Teams through sales. A typical morning starts in Gmail, where a rep sees who reopened an email and sends the follow-up AI Compose has drafted. Prospects saved in LinkedIn Sales Navigator go into a sequence whose call stages ring through the Mixmax dialer, with the recording logged to Salesforce. A demo booked from a scheduling link is captured on Zoom by Meeting Copilot, and its notes sync to the Salesforce opportunity. Managers then read each sequence stage by stage to see where replies drop off. Mixmax fits a team that wants outreach, booking and call notes to begin from the inbox it already opens every day.

Pricing

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  • Mixmax Free

    Free

    • $0 in both billing states
    • The 14-day trial of every copilot, with no card, moves to this plan when it ends
    • Email tracking for 20 emails a month (llms-full.txt)
    • 50 sequence recipients a month (llms-full.txt)
    • Templates, meeting scheduling links and reminders
    • Salesforce integration and sequence enrollment rules start on paid plans
  • Inbox Copilot

    $34 per month

    $29 a user a month billed annually; $34 billed monthly

    • Unlimited email tracking
    • Inbox categorization and filtering
    • Smart signals and follow-ups
    • Meeting scheduling
    • AI Compose and auto-drafted follow-ups
  • Engagement Copilot

    $65 per month

    $49 a user a month billed annually; $65 billed monthly

    • Email and multichannel sequences with the AI sequence builder
    • Sequence personalization and CRM activity sync
    • 1,500 sequence recipients a month (llms-full.txt)
    • Extra 1,500 recipients a month for $19 billed annually or $25 billed monthly
    • Extra 5,000 for $39 annually or $45 monthly; extra 15,000 for $59 annually or $75 monthly
    • Dialer and SMS are add-ons sold through sales, prices not published
  • Mixmax Suite

    $105 per month

    $89 a user a month billed annually; $105 billed monthly

    • Inbox Copilot, Meeting Copilot and Engagement Copilot together
    • Meeting Copilot: pre-meeting prep, Zoom and Google Meet capture, summaries, CRM notes
    • Meeting Copilot has no price of its own outside the Suite
    • Meeting library of up to 200 meetings a month (llms-full.txt)
    • Same recipient add-on packs as Engagement Copilot
    • Custom branding and custom domains add-on priced on request
  • Mixmax for Teams

    Custom pricing

    • Price on request
    • Everything in Suite, with unlimited sequences
    • Custom branding and custom domains
    • Dialer included
    • Salesforce insights
    • Advanced and workspace workflow rules, available only on this plan
    • Dedicated customer success manager

Features

  • Included: Multi-step outreach sequences
  • Included: Multichannel sequence steps
  • Not included: Sequence A/B testing
  • Included: Email templates with merge fields
  • Included: Open, click and reply tracking
  • Not included: Mailbox rotation and sending limits
  • Not included: Mailbox warm-up
  • Included: Click-to-call inside sequences
  • Included: Meeting scheduling links
  • Included: Two-way CRM activity sync
  • Included: Prioritized daily task queue
  • Not included: Automatic reply classification
  • Included: Sequence performance reporting
  • Included: Shared sequence library
  • Included: AI-written outreach drafts
  • Included: Trigger-based sequence enrollment
  • Included: Unsubscribe and do-not-contact handling
  • Not included: Built-in B2B contact database

Additional Features

  • Email open and click tracking
  • Smart signals and follow-up reminders
  • AI Compose email and follow-up drafts
  • AI sequence builder
  • Email, call, LinkedIn and SMS sequence stages
  • Sequences that stop when the recipient replies
  • Template variables for personalized emails
  • Scheduling links that read the real calendar
  • Round-robin meeting scheduling for teams
  • Meeting Copilot capture for Zoom and Google Meet
  • AI meeting summaries filed as CRM notes
  • Pre-meeting prep
  • Tasks list with Today, Most engaged and High priority views
  • Mixmax dialer with call recording
  • Salesforce sync of emails, tasks and calendar events
  • HubSpot integration
  • Rules that enroll people by deal stage or CRM field
  • Sequences and templates shared with workspace teams
  • Unsubscribe links and domain-wide opt-outs
  • Leaderboard by rep, team and department
  • Mixmax Insights Salesforce reports
  • Custom branding and custom domains
  • LinkedIn Sales Navigator integration
  • Web app for tasks and sequences

Best for

  • Founders running their own sales outreach from Gmail
  • Agencies, recruiters and brokers who sell by email
  • Fundraisers following up with many contacts
  • Sales reps whose team runs on Salesforce or HubSpot
  • Small sales teams that want sequences inside the inbox
  • Sales managers comparing activity rep by rep
  • Outlook users willing to work tasks in the Mixmax web app

Use cases

  • Following up when a prospect has not replied
  • Booking demos from a scheduling link in an email
  • Running email and LinkedIn outreach sequences
  • Working a daily call list from sequence tasks
  • Recording sales calls and logging them to Salesforce
  • Filing Zoom meeting notes to the CRM record
  • Enrolling contacts in a sequence when a deal stage changes
  • Sharing approved templates across a sales team
  • Drafting outreach emails with AI
  • Honoring unsubscribes across every sequence
  • Comparing sequence results stage by stage

Screenshots & Videos

Explore Mixmax in action

Mixmax Homepage With Email Demo
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Mixmax Homepage With Email Demo

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