8 best B2B appointment setting service companies in 2024
Author
Madalina Pandrea
Madalina is a freelance product-led content writer, currently working with Kalyna Marketing agency.
Reviewed by
Michael Maximoff
Co-founder of Belkins, serial entrepreneur, and investor with a decade of experience in B2B Sales and Marketing.
Updated:2024-05-22
Reading time:14 m
The best appointment setting companies help you achieve your most important goals: having qualified meetings and closing high-quality deals. And picking the right agency can lead to great results, increasing your lead-to-appointment conversion by up to 50%.
But with countless options out there, you're facing an endless cycle of comparing companies and going back and forth between proposals and reviews.
To help you make this decision, we’ve analyzed the key factors to consider when selecting an appointment setting services provider — everything from unique strengths to authentic customer reviews, features, case studies, and more — and built a list of agencies and companies that can actually deliver on your goals.
That way, your sales team can focus on closing deals, not chasing no-shows. Let’s get into it.
Curious about how we can help you secure 200+ meetings with top leads in just 12 months? Let's talk! Schedule a call with our experts to discuss your project.
Best B2B appointment setting companies
Belkins: Best overall for appointment setting and lead generation
Revit: Best for pay-per-appointment lead generation
Track record: We examined each company’s history, gathering information on their years of experience, the industries they've served, case studies, and insights from their successful campaigns.
💡 Tip! As you go through each service provider, make sure to fill in your Lead Gen Companies Scorecard. That way, by the time you’re done reading, you’ll have a clear understanding of which company aligns best with your needs.
1. Belkins: Best overall for appointment setting and lead generation
Pricing: Includes 3 plans, each for different budgets and sales teams’ capacities, with custom packages also available
Belkins (that’s us 👋) provides sales appointment setting and lead generation services for B2B companies across 50+ industries. We specialize in booking qualified appointments with ready-to-buy prospects through advanced lead research and qualification, appointment scheduling, no-show recovery, and performance monitoring.
Since 2017, we’ve been the driving force behind more than 1,000 success stories, with results to match: Over 200,000 scheduled appointments and almost 5 million generated leads.
Strengths:
At Belkins, we don’t just generate leads; we build opportunities. Our B2B appointment setting services include a tried-and-tested process that helps you turn hot leads into productive deals:
Team alignment: We don't just work for you; we work with you. By studying your product specifics, marketing materials, and business culture, we become an extension of your in-house team and map the most effective appointment setting strategy for your growth.
Results-oriented approach: We deliver tailored KPI-focused lead gen campaigns and monitor results in real time. Our process includes pre-campaign test lead research, TAM calculation, and ICP specification, A/B testing, lead analysis, and Account-Based Marketing (ABM) strategies to help you build a predictable and stable sales channel.
Frameworks and flexibility: We create highly personalized email outreach sequences and LinkedIn outreach messages. Our team engages and follows up with prospects to pre-qualify them before scheduling meetings, and only fill your pipeline with sales-ready leads. After launching the campaigns, we constantly monitor metrics and adjust our strategy for optimal performance.
Tech infrastructure: We use cutting-edge tech to optimize our appointment setting workflows. Our tech stack includes CRM, sales intelligence, sales acceleration, and sales gamification tools, as well as email outreach optimization software.
Detailed and transparent communication: Sharing detailed reports and feedback after each campaign helps us evaluate ROI and make adjustments to maximize your sales performance. We openly communicate roadmaps, long-term objectives, and any issues that may arise, keeping you informed and involved every step of the way.
Proprietary products:
Folderly: An AI-based platform designed to enhance email deliverability. 150+ companies currently rely on Folderly to improve the performance of their email campaigns.
Charge: An outreach tool for Microsoft Outlook that helps customize and improve bulk emailing.
Case studies:
Retailer Omnicharge collaborated with Belkins to expand their market reach, achieving remarkable growth: 50% increase in appointment rate growth, 20+ new meetings booked monthly, and 9 closed deals within the first 3 months.
Born & Bred, a rapidly growing brand agency, worked with Belkins to enhance their client base. Results were astounding: 20 deals won in 2 years with an average deal size of $75K, reflecting a 297% year-over-year growth.
Stevie Awards: silver and bronze winner in the Sales & Customer Service category, silver in the Sales Ethics category
Recognized as one of the Best Lead Generation Services Provider 2024 by G2
One of the Top Lead Generation Companies in 2024 by Clutch
2023 Globee Awards: Silver winner for the Best Use of Technology in Sales
Clutch Global Awards: Top 1,000 Global Service Providers in 2021 (#206), 2022 (#53), and 2023 (#9)
What clients say:
“The Belkins team is a powerhouse of expertise and enthusiasm. Their hands-on approach made us feel like we were their only client. Communication was always clear, and their strategies were well thought out and tailored to our specific needs. The results were tangible — more leads, better engagement, and a more efficient sales funnel.”
Product Marketing Manager, Expandi
2. Revit: best for pay-per-appointment lead generation
G2: N/A Clutch: N/A
Company size: 11-50 Headquarters: Sheridan, WY, U.S.A.
Industry focus: SMBs, startups
Notable clients: ClickRoads, Folderly, Wordstir
Pricing: Pay-per-appointment packages start at $300, with month-to-month plans also available
Revit is a pay-per-appointment (PPA) lead generation company. They specialize in low-commitment outsourced B2B lead generation, a results-oriented framework where businesses only pay for leads that result in actual sales calls.
This appointment setting model is a good fit for startups or new companies who haven’t established a solid sales department yet. Since PPA is more flexible in terms of costs and contracts than typical sales appointment services, it’s also great for small and medium-sized (SMB) companies that want to optimize their marketing budgets.
By keeping appointment volumes low but still getting quality leads, these types of companies can scale up, control costs, and increase revenue.
Strengths:
Results-based model: Revit is prized for their emphasis on actual results, with a streamlined approach that focuses on achieving specific outcomes rather than a high volume of leads. With PPA, your marketing spend is directly correlated to the number of sales opportunities created.
Cost efficiency: Budget allocation becomes simpler and more effective. Since clients only pay for leads that result in confirmed appointments, PPA reduces the risk of wasted resources on prospects that don't convert. This cost-efficient model ensures you're investing your marketing budget directly into quality leads.
Scalability: With a PPA model, you can adjust the volume of appointments based on your specific needs and budget. Whether you're looking to ramp up sales or maintain a steady flow of appointments, Revit offers flexibility to scale your efforts accordingly.
📌Note: PPA lead generation comes with a host of benefits, like cost control and a focus on quality leads. However, it can result in missed opportunities to engage with leads over time and understand their needs more deeply. Nurturing long-term, quality leads builds trust and rapport before attempting to close a sale and provides a higher lifetime value.
Case studies:
After collaborating with Revit, ClickRoads, a marketing agency, saw a 163% increase in ROI, with 6–8 appointments booked per month.
Boutique copywriting agency Wordstir achieved a fantastic 194% increase in ROI, with an average cost of $500–$650 per appointment and a 63.4% email open rate.
3. SalesRoads: Best best for fast-growing brands
G2: 5.0/5 (11 reviews) Clutch: 4.9/5 (30 reviews)
Company size: 200+ Headquarters: Boca Raton, FL, USA
Industry focus: Manufacturing, SaaS, advertising, oil and gas, construction, and logistics
Pricing: Custom quotes, but reviews indicate pricing starts at $10,000 per month
SalesRoads is a sales team outsourcing solution with 16+ years of experience in setting qualified appointments. Since 2007, they’ve built more than 500 SDR teams, set over 100,000 appointments, and worked with America’s leading brands and Fortune 500 companies.
Their services include appointment setting, lead list building, sales intent data research, and SDR outsourcing, making them a valuable choice for fast-growing midmarket and enterprise-level organizations.
Strengths:
Voice services: SalesRoads voice services are a good fit for outbound lead generation and businesses seeking call center services. Projects include scriptwriting, campaign development, analytics tracking, and driving revenue-boosting strategies.
Data-driven methodology: SalesRoads uses a 4-step methodology — discover, strategize, test, and accelerate — to find an approach that drives sustainable results for your business. The process involves researching clients’ businesses and their respective markets, designing a tailored strategy, testing and evaluating campaign performance, and optimizing based on results.
Thorough reporting: With sales cycles sometimes lasting 6–12 months depending on the size of the client, SalesRoads provides detailed weekly or monthly reports of their call data, so their clients always know how their billable hours are being spent.
Case studies:
SalesRoads built a specialized SDR team to set appointments for Körber Supply Chain’s AMR and Voice solutions. The results were 246 appointments set in 9 months, $6.2M in pipeline generated, and $1M+ in closed revenue.
Architectural firm Cadsourcing collaborated with SalesRoads to identify and connect with architectural firms that were working in the telecom space, with great results: 69 appointments scheduled from targeted ICP, and over $780,000 in pipeline revenue.
Awards:
UpCity 2023 National and Local (Miami) Excellence Winner in the United States
Recognized as a Clutch Global Top 1,000 Company in 2021 and a Top Appointment Setting Company in 2023
What clients say:
“Our internal account managers and salespeople didn’t have the experience to perform these duties, but SalesRoads has capably stepped in to fill an area of need for us. We’ve definitely become more recognizable to a more significant portion of possible clients.”
Account Manager, Registered Agent & Compliance Service Provider
Pricing: Custom, with a 3-month trial for outbound lead generation services and a 4-month trial for complex offerings
Martal Group is a lead generation and sales agency specializing in B2B client acquisition for tech companies. Since 2009, the company has amassed 100 million contacts in its 4 databases and now employs 200+ international sales executives.
Canadian and U.S.-based medium and large tech companies — and those beyond North America that plan to enter this regional market — will find that Martal Group has the tools and expertise to meet their goals.
Strengths:
Tech-oriented: With over a decade of experience selling to B2B companies in the tech industry, Martal Group’s expertise is in just what their clients are looking for: tech leads. This allows clients to fill a competency gap and save time on finding qualified leads.
Multi-channel approach: Martal Group has an omnichannel approach to targeting customers, including multiple touchpoints, such as cold calling, cold email outreach, LinkedIn, and social media marketing to maximize engagement for outbound campaigns.
International reach: The company boasts sales executives from the EU, North America, and LATAM who engage and build rapport with key decision-makers in their respective regions.
Case studies:
Highlighting appointment setting for SMBs, a case study features MAX USA Corp, a U.S. industrial machinery provider (~50 employees) achieving 5,000 prospects and 15 qualified leads monthly via email and LinkedIn campaigns.
For a larger perspective, look at Polygon, boasting 6,600+ employees. Martal Group’s strategy garnered 8,300 monthly prospects, resulting in 7 qualified leads.
Listed as one of the Top Sales Outsourcing B2B Leaders in 2022 by Clutch
#3 in business services for 2021 by Clutch for all of Canada
What clients say:
“We liked their ability to quickly adapt to our business needs, as our budget and the number of projects was constantly changing, and their clear and consistent communication throughout the entire process made it easy for us to stay on top of progress.”
Tender Manager, Mikud Group
5. Callbox: Best for linguistic versatility
G2: 4.4/5 (79 reviews) Clutch: 4.6/5 (98 reviews)
Company size: 800+ Headquarters: Encino, CA, USA
Industry focus: IT, cloud computing, SaaS, telecommunications, healthcare, cyber security, fintech, marketing and advertising, financial services, manufacturing and distribution, logistics
Pricing: Custom, with 4 robust packages. Reviews on Clutch indicate that the minimal project price is $10,000.
Callbox provides international lead generation, appointment setting, and database solutions and services. Since 2004, the company has built a customer base of 15,000+ clients in over 60 countries.
Companies around the world seeking transcontinental and localized B2B lead generation, especially those focused on one-on-one conversations with prospects, could benefit from Callbox’s multilingual team.
Strengths:
Language flexibility: Callbox provides support in 15+ languages, including major Chinese dialects, Hindi, Malay, Thai, and important languages from the Latin American region, such as Spanish and Portuguese.
Cross-border lead generation: The company helps clients expand their reach and connect with new leads from across North America, Latin America, Europe, the Middle East, Africa, and Asia-Pacific. This makes Callbox great for companies seeking a go-to-market strategy in foreign markets.
Smart Engage: Callbox leverages human and AI-powered strategies to help clients close more deals. This centralizes their lead generation outreach, enabling seamless handover of campaign data and leads to clients, powered by AI and automation.
Proprietary products:
SMART Calling: Sales & Marketing At the Right Time is designed to get clients in front of their target prospects at times when engagement and conversion rates are most optimal
Callbox Pipeline: Callbox’s proprietary marketing automation platform helps automate the appointment setting process
Case studies:
A cybersecurity solution and consulting client contracted Callbox to improve lead quality and market visibility. The results were 118 sales appointments, 194 MQLs, and over 1,500 social media connections.
A seasoned nearshore IT services provider, one of Callbox’s Latin America-based clients, partnered with the company to amplify their U.S. market presence. Seeking effective approaches to reach U.S. prospects, they achieved significant results: 63 conversions, 32 MQLs, and 31 sales appointments.
Awards:
Recognized as a Best Lead Generation Services Provider in 2024 by G2
Clutch recognized Callbox as one of the Top Lead Generation Companies in 2024
What clients say:
“Callbox has been an amazing resource for me. They have set meetings for me with my top target contacts leading to sales. Many are with new companies I have never contacted before! The customer service is top-notch. My questions are answered swiftly regardless of time zone differences. Do they ever sleep?”
Vice President, Kreller Credit
6. Leadium: Best for cold-call appointment setting
G2: 4.8/5 (12 reviews) Clutch: 4.9/5 (33 reviews)
Company size: 100+ Headquarters: Las Vegas, NV, USA
Industry focus: Software, food & beverages, education, consumer products
Pricing: Available upon request. Their partnership provides month-to-month contracts
Leadium is a boutique B2B appointment setting service with a strong emphasis on personalized outreach. Having been in the industry since 2015, they deliver full-service appointment setting programs strategically focused on engaging prospects at each stage of the sales funnel.
Their offering works best for small and medium companies that want to choose between telemarketing, cold emails, and other channels, and maintain a focus on identifying initial market segments to target and define specific ICP parameters.
Strengths:
People-centric approach: Leadium prioritizes a human-centered sales approach, employing email, phone, and social outreach, with a strong emphasis on effective cold calling. Leadium’s customer data also includes psychographic, technical, and other non-demographic details validated by dedicated researchers.
Dedicated outbound strategists: Leadium uses analytical outbound campaigns to deliver revenue pipeline at a lower cost than traditional Sales Development Teams. Their specialists become an embedded part of your sales team, with limited disruption to your daily workflow.
Enterprise-grade tech: The company leverages a sales tech stack that includes tools like Crunchbase, Calendly, LinkedIn Sales Navigator, Semrush, Zapier, ClickUp, Loom, Clearbit, and Outreach to enhance their lead generation services.
Case studies:
With a 12-meeting target, Leadium consistently delivered 15 meetings for one of their clients, boasting a remarkable 90% engagement rate. The cost per lead also exceeded the client’s expectations.
National Excellence Award from UpCity and several other achievement badges
What clients say:
“Finding Leadium changed the way our team operates. They've been able to fill our pipeline with the people we want to talk to so we can focus on beekeeping.”
Company size: 1,000+ Headquarters: Denver, CO, USA
Industry focus: B2B, IT, marketing, manufacturing, financial services, software development, biotechnology, education and training, e-learning
Notable clients: Google, Uber, Okta, Yamaha, Microsoft, Western University of Health Sciences
Pricing: A free GO Show plan, plus custom plans that are available on a monthly and annual subscription
CIENCE is an expanding B2B appointment setting vendor focused on developing sales products that facilitate lead generation. Since 2015, they’ve successfully served thousands of clients in more than 263 industries.
The company prioritizes automation by offering a platform that helps you scale your current performance marketing efforts. CIENCE appeals to U.S. and global companies with substantial marketing budgets, offering an all-in-one, AI-powered lead research solution. However, clients must recognize the trade-offs of moving away from a human-centric approach.
Strengths:
Software solutions: CIENCE provides an AI-powered lead generation and analytics platform that integrates with other products and workflows. They use an automated data-driven approach to appointment setting, which involves lead research, qualification, and scheduling appointments with prospects.
Persuasive sales outreach and customer support: Customers praise CIENCE’s persuasive and diligent approach to sales outreach. Plus, their dedicated customer support teams are always fast to answer any query.
Transparent operations: CIENCE is transparent in its operations and offers access to dashboards that show progress overview, process gaps, and areas for improvement.
Proprietary products:
Since CIENCE now specializes in automated marketing solutions, they have a host of products that address everything from prospect databases to programmable chatbot tools.
Case studies:
CIENCE helped identity provider Okta achieve a 99.9% accuracy rate in processing 1 million contact records.
For Segment, CIENCE ran an outbound marketing campaign that involved importing more than 3,000 contacts and delivering 12,000 emails. Over 5,700 of those emails were opened, resulting in over 140 new opportunities for Segment’s Select partner program.
Awards:
Recognized by DesignRush as Top Call Center Company
Ranked among Clutch’s Top 1,000 Global Service Providers 6 times
Awarded 2023 Spring Leader Award by SourceForge for the CIENCE GO Data and GO Digital products
What clients say:
“They’re very transparent about how they measure results and don’t try to use data to make them look good. We always know when things are going well and when they aren’t, allowing us to adjust our efforts in real time. Overall, they’re very data-driven and willing to adapt to ensure we’re successful.”
Sr. VP of Business Dev & Marketing, Silicon Valley Insight
📌 Note: All-in-one automated solutions lack a personal touch. We handpick each lead and prequalify them before scheduling meetings, tailoring our communication to each prospect with personalized messaging that resonates with their needs and preferences. Learn more about Belkins human-centric approach.
8. Strategic Sales & Marketing: Best for a consultative approach
G2: 5.0/5 (1 review) Clutch: 4.7/5 (22 reviews)
Company size: 50+ Headquarters: Farmington, CT, USA
Industry focus: Business insurance, SaaS, cybersecurity, manufacturing
Notable clients: Best Hire Inc., CT Technology Council
Pricing: According to reviews on Clutch, pricing varies depending on the project and is around $1,000–$10,000 per month on average
Strategic Sales & Marketing, Inc. (SSM) is a well-established American B2B appointment setting company. Founded in 1989, they’re one of the oldest American companies in the industry and boast more than 3 million generated leads. They specialize in B2B lead generation, nurturing, and sales pipeline development through telemarketing.
With a consultative foundation, Strategic Sales & Marketing’s approach works best for small and medium-sized U.S. companies seeking to discover B2B appointments exclusively within the local market.
Strengths:
Industry and category experience: With 34+ years of B2B industry experience, SSM helped establish B2B lead generation as an industry, with a legacy of leadership and respect.
Traditional B2B approach: Their appointment setting strategy involves consultative conversations and relationship-building to establish credibility with decision-makers. The SSM process includes crafting prospect lists, scripting calls, introducing your company via phone, and delivering warm leads.
Exclusively domestic: SSM has a diverse, 100% U.S.-based team of full-time B2B sales experts; they don’t hire subcontractors or offshore talent. They believe this model delivers more value for your business and makes it easier to build trust with your prospects.
Case studies:
One of their clients highlights accomplishments like securing a $2.5M client, $1M annual growth, and shortening the sales cycle by 9 months.
Another client states that SSM brought them between 5–8 leads per month, enabling them to close 2 new deals in the first 3 months.
Awards: N/A
What clients say:
“Strategic’s efforts accounted for 65% of lead conversion over the 4-year relationship. Their organization was easy to communicate with and eager to learn new things, all while experiencing little turnover and yielding a level of transparency that set them apart from competitors.”
Senior Director of Health Care Marketing, Advocates for Human Potential
How to choose the best B2B appointment setting agency
Deciding to outsource sales appointment setting should be a strategic move based on clear, objective factors. Here are the 4 most important aspects to take into account when interviewing appointment setting agencies or companies to partner up with:
1. Credibility backed by social proof
Outsourcing any business process starts with doing your homework on customer feedback. Look for a reputable partner with a solid track record of positive reviews that highlight specific results, such as:
"With our assistance, the marketing and advertising company achieved 3x YoY growth, secured a $1.5M deal in the pipeline, and booked 25 appointments within just 3 months."
Michael Maximoff, on how Belkins led to outstanding results for Maark
Watch out for the fake-it-till-you-make-it trick. This dishonest approach includes creating fake reviews or case studies to make the company appear more successful than it truly is.
To make sure you're getting genuine testimonials, check out external review sites like Clutch and G2, have your team thoroughly vet each client in the partner's portfolio, and don't forget about video testimonials — they're tough to fake.
2. Industry expertise and focused approach
Understanding the unique aspects of your industry, target audience, and challenges is key to tailoring your approach and generating high-quality leads.
You can see this in action by reviewing a company's case studies. For instance, take a look at how we've customized our processes for two different sectors, as outlined in our success stories:
SaaS
Consulting
Challenge
It’s hard to connect with the right decision-maker.
Selling general business consulting is highly competitive.
Solution
Avoid reaching out directly to busy C-level executives but approach preselected employees to find an internal champion.
Narrow down your ICP and reach out to smaller companies’ CEOs and CIOs.
Approach
When re-engaging unresponsive prospects, employ tailored variables for different industries.
Divide your portfolio into smaller products and promote them separately to a specific target audience.
3. Pricing model and value for money
Make sure the company is upfront about what their pricing includes, and any potential extra charges. Consider different pricing options, like paying per appointment or a fixed project fee, and choose what works best for your budget and needs.
Also, think about the value you'll get from their service. Look at the quality of leads they generate, the expertise of their team, and their past success. Aim for a balance between affordability and quality to ensure you're getting the most out of your investment.
4. Framework and processes
Understanding the why behind a company’s actions and the how behind their strategies gives you valuable insights into their level of transparency and expertise. B2B appointment setting companies that aren't clear about their methods might make you question their credibility.
Learn how much your chosen vendor prioritizes openness with their techniques, processes, and approaches:
Do their marketing materials offer practical, insightful advice based on experience, or do they just post generic content?
What methods and tools do they use to qualify prospects before reaching out to them?
How thorough and creative are they in crafting email templates? Are they tailored for both mass outreach and individualized communication?
Ready to get started?
Nurturing leads takes time and effort — resources you'd rather spend on closing deals, not chasing no-shows. That's why you've decided to outsource appointment setting in the first place and leave it to the experts. Smart choice.
Companies like Belkins can significantly improve your B2B sales results by generating more appointments and increasing successful conversions — boosting lead generation ROI by 150%. This could completely transform your sales pipeline.
Here are several options and free resources to help you get started on your appointment setting journey:
Hire Belkins: To discuss your current business goals and learn how we can help you achieve them, contact us.
Belkins case studies: Gain insights on how we’ve generated almost 5 million leads and millions of dollars for businesses of all sizes. Read their stories.
Belkins Growth Podcast: Get to know our co-founder Michael Maximoff as he interviews professionals on market challenges, effective sales practices, and business perspectives in various industries. Listen to the Belkins Growth Podcast.
Madalina is a freelance product-led content writer for B2B SaaS and marketing companies. She’s written for Hotjar, Contentsquare, Creatopy, and more. Her approach to writing brings clarity, readability, and a bit of lightheartedness into complex subjects.
Expert
Michael Maximoff
Co-founder and Managing Partner at Belkins
Michael is the Co-founder of Belkins, serial entrepreneur, and investor. With a decade of experience in B2B Sales and Marketing, he has a passion for building world-class teams and implementing efficient processes to drive the success of his ventures and clients.
