Best Sales Automation Tools
Best sales automation software systems are Zoho CRM, Salesforce, VipeCloud, Hubspot CRM, Pega Customer Engagement, and CRM. Reduce manual labor with these applications and automate sales processes.



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List of 25 Best Sales Automation Tools
Contenders | 2025
Product Description
Creatio is a global vendor of a no-code platform built for large organizations to streamline workflows and CRM. With unlimited customization, scalable solutions, and ready-to-use tools, Creatio empowers enterprises to own their automation with ease. Read More About Creatio
Creatio Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- Case Management
- Social Media Integration
- Mobile CRM
- Business Process Management
- Campaign Management
- Contact Management
- Sales Forecasting
- Document Management
- View all Features
Creatio Features and Usability-Based User Satisfaction Score
Category Champions | 2025
Product Description
Eliminate time-consuming work with Pipedrive Sales Automation Software. It is an AI-powered sales mentor that can automate almost any stage of your sales process. It lets you automate manual data entry, lead scoring, lead nurturing, lead qualification, revenue forecasting, etc. Pipedrive also automates your sales... Read More About Pipedrive
Pipedrive Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- Custom Fields
- Customizable Dashboards
- Team Collaboration
- Third Party Integrations
- Activity Reminders
- Product Catalog
- Deal Management
- Email Integration
- View all Features
Pipedrive Features and Usability-Based User Satisfaction Score
Category Champions | 2025
#1 CRM & support solution for growing businesses
Product Description
Salesforce is the best sales automation software that empowers sales reps to sell faster and smarter. It is a sales GPT tool that helps improve sales efficiency and lower costs while operating at scale. Salesforce also helps build and automate custom workflows for more optimized... Read More About Salesforce
Salesforce Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- Mobile Access
- File Sync And Share
- Sales Collaboration
- Marketing Automation
- Contact Management
- Analytics And Insights
- Sales Forecasting
- Lead Management
- View all Features
Salesforce Features and Usability-Based User Satisfaction Score
No-code fully-customizable CRM
Product Description
monday sales CRM empowers sales managers and teams to take full control of their entire sales cycle, from collecting and tracking leads to communicating with clients. Automations remove repetitive work and streamline all sales activities, helping to close deals faster. Read More About monday sales CRM
monday sales CRM Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- Customer Support
- Lead Management
- Document Management
- Role Based Permissions
- Custom Fields
- Activity Tracking
- Automations
- Integrations
- View all Features
Category Champions | 2025
AI-powered & omnichannel business management softw
Product Description
Zoho CRM offers advanced sales automation tools for enhancing sales productivity in your business. It automates repetitive tasks like scheduling sales appointments, sending follow-up emails, tracking sales opportunities, etc. It provides sales automation for lead generation, deal management, contact management, etc. Read More About Zoho CRM
Zoho CRM Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- Workflow Automation
- Social Media Integration
- Customizable Modules
- Third Party Integrations
- Customer Support
- Blueprint
- Zia Ai
- Role Based Security
- View all Features
Zoho CRM Features and Usability-Based User Satisfaction Score
Contenders | 2025
Product Description
Insightly offers top-notch sales automation tools that your sales team needs to close deals faster. It automates everything from prospecting to closing in order to boost efficiency and growth. Free up your sales reps from time-consuming tasks with Insightly to help them focus more on... Read More About Insightly CRM
Insightly CRM Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- File Sharing
- Role Based Permissions
- Project Management
- Mobile Access
- Third Party Integrations
- Activity Tracking
- Custom Fields
- Reporting And Analytics
- View all Features
Insightly CRM Features and Usability-Based User Satisfaction Score
Category Champions | 2025
Product Description
HubSpot CRM is the best sales automation software for sales reps who have a lot on their plate. It helps save time by automating lead rotations, follow-ups, email responses, and more to prevent prospects from slipping away. Don’t waste your precious time on boring, repetitive... Read More About Hubspot CRM
Hubspot CRM Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- Customer Support Ticketing
- Deal Tracking
- Marketing Automation
- Meeting Scheduling
- Custom Fields
- Contact Management
- Reporting And Analytics
- Customizable Dashboards
- View all Features
Starter
$ 45
Per Month
Professional
$ 800
Per Month
Enterprise
$ 3200
Per Month
Hubspot CRM Features and Usability-Based User Satisfaction Score
Category Champions | 2025
Product Description
Agile CRM is a top sales automation platform with advanced features and capabilities. It automates labor-intensive workflows such as follow-up emails, appointment calendars, lead scoring, data entry, etc., and helps drive dramatically high ROI. Agile CRM also provides real-time alerts and deep analytics at every... Read More About AgileCRM
AgileCRM Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- Marketing Automation
- Analytics
- Email Campaigns
- Third Party Integrations
- Custom Data Fields
- Appointment Scheduling
- Telephony
- Form Builder
- View all Features
Free
$ 0
User/Month
STARTER
$ 9
User/Month
REGULAR
$ 30
User/Month
ENTERPRISE
$ 48
User/Month
AgileCRM Features and Usability-Based User Satisfaction Score
Category Champions | 2025
Product Description
Bitrix24 is free and popular software for managing routine tasks like lead management, lead distribution, workflow management, sales force training, collaborations, email marketing campaigns, and more. This CRM offers cutting-edge sales automation solutions to help your sales team get their job done easily, saving time... Read More About Bitrix24
Bitrix24 Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- Social Media Integration
- Mobile CRM
- Calendar Integration
- Sales Funnel
- Quotes And Invoices
- Collaboration Tools
- Customer Support
- Email Marketing
- View all Features
Free
$ 0
User/Month
Plus
$ 39
Unlimited user/Month
Standard
$ 99
Unlimited user/Month
Professional
$ 199
Unlimited user/Month
Bitrix24 Features and Usability-Based User Satisfaction Score
Be there for your clients, every step of the way
Product Description
Improve your sales processes with the power of Copper CRM’s AI-based sales automation. This advanced software offers the best sales automation tools that harness the power of AI in your regular CRM operations. Copper CRM helps you streamline workflows, improve team output, and speed up... Read More About Copper
Copper Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- Activity Tracking
- Api Access
- Customizable Dashboards
- Calendar Integration
- Workflow Automation
- Contact Management
- Third Party Integrations
- Email Integration
- View all Features
Basic
$ 23
User/Month
Professional
$ 59
User/Month
Business
$ 99
User/Month
Starter
$ 9
User/Month
Intelligent CRM for sales teams
Product Description
Salesflare is an intelligent sales CRM that helps sales teams focus more on sales activities that require human effort by automating monotonous work using AI. You can automate the entire sales process or specific stages of the sales process. Work less and sell more with... Read More About Salesflare
Salesflare Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- Api Access
- Email Tracking
- Task Management
- Pipeline Management
- Customizable Dashboards
- Mobile Access
- Document Management
- Workflow Automation
- View all Features
Growth
$ 29
User/Month, Billed Annually
Pro
$ 49
User/Month, Billed Annually
Enterprise
$ 99
User/Month, Billed Annually
Contenders | 2025
Product Description
Salesmate CRM is the best sales automation software for growth-centric teams. The software automates routine, redundant tasks and helps your sales teams focus on more productive activities like deepening customer relationships. Salesmate CRM automation increases accuracy, reduces workforce expenses, improves lead distribution, and drives better... Read More About Salesmate CRM
Salesmate CRM Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- Appointment Scheduling
- Call Tracking
- Mobile Access
- Customizable Dashboards
- Activity Tracking
- Web Forms
- Sales Automation
- Role Based Permissions
- View all Features
Monthly
$ 15
User/Month/Billed Annually
Yearly
$ 12
User/Month/Billed Annually
Salesmate CRM Features and Usability-Based User Satisfaction Score
Contenders | 2025
Product Description
Vtiger is an excellent choice for a sales automation solution to close deals faster. This automation software captures leads effortlessly and helps you assign leads to the right sales reps based on their location, availability, language, and other preferences. Vtiger also helps score leads, schedule... Read More About Vtiger CRM
Vtiger CRM Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- Third Party Integrations
- Calendar & Task Management
- Workflow Automation
- Web Forms
- Sales Automation
- Contact Management
- Marketing Automation
- Email Integration
- View all Features
One Growth
$ 12
User/Month
One Professional
$ 30
User/Month
One Enterprise
$ 42
User/Month
Vtiger CRM Features and Usability-Based User Satisfaction Score
Contenders | 2025
Product Description
LeadSquared is the best CRM for leveraging the power of sales automation tools. It allows you to simplify your sales processes with AI-driven technology. LeadSquared enables you to create faster automation using the drag-and-drop builder to automate lead prioritization, lead distribution, notifications, alerts, sales follow-ups,... Read More About LeadSquared
LeadSquared Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- Lead Scoring
- Customizable Dashboards
- Landing Pages
- Email Marketing
- Lead Segmentation
- Workflow Automation
- Lead Distribution
- Web Forms
- View all Features
Sales Pro
$ 35
User/Month
LeadSquared Features and Usability-Based User Satisfaction Score
Category Champions | 2025
Product Description
Freshsales is the ultimate sales software for automating mundane routine tasks. The software offers powerful sales automation tools that help prioritize prospects, predict revenue, increase customer satisfaction, and more. Save your time by moving leads down the sales funnel faster with Freshsales. Read More About Freshsales
Freshsales Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- Deal Management
- Sales Sequences
- Team Inbox
- Contact Management
- Territory Management
- Lead Scoring
- Custom Fields
- Built In Phone
- View all Features
Free
$ 0
For upto 3 Users
Growth
$ 9
User/Month
Pro
$ 39
User/Month
Enterprise
$ 59
User/Month
Freshsales Features and Usability-Based User Satisfaction Score
Tools by Outfunnel
Product Description
Outfunnel is a fully featured sales automation platform for businesses. It combines CRM and AI features to make your daily sales operations easier and simpler. Outfunnel can automate every step of your sales cycle, and it provides easy integrations that smoothen the functioning of your... Read More About Outfunnel
Outfunnel Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- Personalization
- Form Builder
- Email Marketing
- Segmentation
- Sales Alerts
- Contact Management
- Api Access
- Landing Pages
- View all Features
Category Champions | 2025
All-in-one marketing platform for less than $1
Product Description
"An integrated marketing, sales, support, and lead scoring tool, EngageBay is perfect for small to medium-sized businesses. It helps attract, interact with, and turn website visitors into customers. Businesses can employ marketing tools on this software to cultivate long-lasting client relationships. Some useful features include... Read More About EngageBay
EngageBay Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- A/b Testing
- Appointment Scheduling
- Contact Management
- Custom Reporting
- Email Marketing
- Email Sequences
- Landing Pages
- Task Management
- View all Features
Free
$ 0
User/Month
Basic
$ 15
User/Month
Growth
$ 50
User/Month
Pro
$ 80
User/Month
EngageBay Features and Usability-Based User Satisfaction Score
Contenders | 2025
Product Description
Zapier is the main intelligent management software that connects automation to regular uses for users. It has a nice user layout. Innovative design attracts users and generates traffic on it. Read More About Zapier
Zapier Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- Scheduled Triggers
- Multi Step Workflows
- Task Automation
- App Integrations
- Conditional Logic
- Search And Filter
- Collaboration Tools
- Api Access
- View all Features
Free
$ 0
Per Month
For Work
$ 20
Per Month
For Teams
$ 250
Per Month
Zapier Features and Usability-Based User Satisfaction Score
Emergents | 2025
Product Description
LeadFuze is simple, powerful, and feature-rich CRM software that offers the best sales automation tools. It is all-in-one software for streamlining your sales process by automating repetitive workday tasks. LeadFuze increases lead conversion, reduces errors, and drives consistency, leading to high growth rates. Read More About LeadFuze
LeadFuze Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- CRM Integration
- Automated Lead Generation
- Keyword Search
- Competitor Analysis
- Technology Search
- Email Verification
- Lead Scoring
- Job Title Search
- View all Features
Solo
$ 97
user/month
Team
$ 297
month
LeadFuze Features and Usability-Based User Satisfaction Score
Tools by Outreach
Product Description
Outreach helps businesses systematize their sales processes to increase efficiency and ROI. It automates repetitive administrative chores for your sales teams and allows them to focus more on nurturing customer relationships and improving brand value. Outreach can automate sales outreach, email campaigns, data entry, follow-ups,... Read More About Outreach.io
Outreach.io Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- Pipeline Management
- Mobile App
- Real Time Notifications
- Voice And Video Calls
- Sales Dialer
- Customizable Templates
- Task Management
- Automated Sequences
- View all Features
Gmail CRM for sales teams and small businesses
Product Description
NetHunt CRM is one of the most reliable sales automation platforms for speeding up your sales process. The software automates repetitive tasks, making more room for sales teams to focus on tasks that require personalized inputs. Empower your sales team with automation tools and watch... Read More About NetHunt CRM
NetHunt CRM Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- Contact Management
- Mobile Access
- Role Based Permissions
- Email Tracking
- Task Management
- Data Import/export
- Workflow Automation
- Google Workspace Integration
- View all Features
Basic
$ 30
User/Month
Basic Plus
$ 42
User/Month
Business
$ 60
User/Month
Business Plus
$ 84
User/Month
Category Champions | 2025
BlinkGPT Powered Sales Outreach on Autopilot
Product Description
SalesBlink helps you get booked by automating your email outreach (that lands in the inbox) with follow-ups in seconds using BlinkGPT AI. Read More About SalesBlink
SalesBlink Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- A/b Testing
- Analytics Dashboard
- Contact Management
- Follow Up Reminders
- Reporting
- Task Management
- Team Collaboration
- Cold Calling
- View all Features
Scale
$ 25
Per Month
Growth
$ 79
Per Month
Business
$ 179
Per Month
SalesBlink Features and Usability-Based User Satisfaction Score
Category Champions | 2025
Product Description
OutReachly is a great way to keep track of your sales pipeline and make sure that you are keeping in touch with your leads. It is a great way to keep track of your sales pipeline and make sure that you are keeping in touch... Read More About OutReachly
OutReachly Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- Email Campaigns
- CRM Integration
- Lead Management
- Personalization
- Reporting Tools
- A/b Testing
- Drip Campaigns
- Automated Follow Ups
- View all Features
Cloud
$ 15
Per Month
OutReachly Features and Usability-Based User Satisfaction Score
Category Champions | 2025
Field Employee Tracking and Sales Management
Product Description
Delta Sales App is a Field Sales Automation & Employee Tracking App designed for distributors, manufacturers, wholesalers, and companies who have field employees. With features like order reporting, customer management, employee tracking, attendance, beat planning, and many more, it helps companies increase customer engagements, enhance... Read More About DeltaSalesApp
DeltaSalesApp Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- Customer Management
- Sales Reporting
- Custom Forms
- Product Catalog
- Task Management
- Notification Alerts
- Sales Tracking
- Expense Management
- View all Features
DeltaSalesApp Features and Usability-Based User Satisfaction Score
Category Champions | 2025
Sales & Distribution Management, Van Sales, SFA,DM
Product Description
Optimise & Enhance Your Sales & Distribution Processes. A Complete Front Line Sales Automation Platform for Secondary Sales, Distributor Management (DMS), Primary Sales, Van Sales, Retailer/Dealer App, Modern Trade App. Read More About SalesDiary
SalesDiary Caters to
StartUps
SMBs
Mid-Market
Enterprises
Features
- Mobile App Integration
- Task Management
- Payment Collection
- Customizable Dashboards
- Route Optimization
- Customer Relationship Management (crm)
- Order Management
- Lead Management
- View all Features
SalesDiary Features and Usability-Based User Satisfaction Score
A business stays afloat with a steady flow of potential customers and clients. No matter what industry you are in, selling is always very competitive. So, you need to invest in a sales automation tool to automate the entire sales flow and get the best results (read revenue) for your business and team.
Best sales automation tools make sales reps' jobs easier and let them focus on their strong suit, selling. With that in mind, we present a detailed review of India's best sales automation tools in 2025.
We've also added a detailed guide on choosing the top sales automation tools.
What is a Sales Automation Software?
Sales automation software enables sales reps to automate repetitive manual tasks, the entire sales flow, and focus more on customers to increase conversion rate. A sales automation tool is essential for growing businesses that want to automate and simplify their business processes.
With a Sales automation platform, you can:
-
Manage sales pipelines
-
Automate follow-ups
-
Reduce response time
-
Train sales reps for increased productivity
-
Provide consistent sales data
-
Send payment reminders and invoices
-
Reduce cost
Organizations usually combine sales automation tools with existing CRM platforms, marketing automation tools and email marketing software to streamline their marketing and sales efforts.
Essential Features of Sales Automation Tools
Sales automation tools must provide the right features to help employees close more deals. Let’s take a look at the crucial features of sales automation tools.
-
Sales Pipeline Management
Efficient sales results come from a visual sales pipeline that displays the location of each sales opportunity. You can automatically upgrade prospects depending on triggers, saving your team the time and labour of manual work. Ensure you get a sales automation tool to personalize the pipeline's stages in compliance with your sales process.
-
Customer Relationship Management (CRM)
CRM is a necessary platform for every company. It remains at the core of all processes. If your sales automation software has a CRM, it’ll simply communicate across all the teams. It’ll help your team identify and improve ineffective practices.
Moreover, a robust CRM Software will facilitate manual processes to reduce the data entry burden of the sales team.
-
Automated Calling
Your sales team needs to make a lot of phone calls every single day. This effort can be reduced by automating the calling process with a power dialer or Sales dialer.
Your team can set up the auto-dial feature with a single button. So, it’ll help your team to block out the time for warm calling
-
Lead Qualification & Scoring
One essential component of sales automation systems is lead qualification. By allocating a score depending on the possibility and potential of conversion, it enables you to concentrate on more relevant prospects. By assisting you in identifying potential customers with the true intention of making a purchase, effective lead qualification helps you save time and resources.
You can set up different criteria for lead scoring and automate it to streamline the entire lead scoring and qualification process
-
Notifications
Your sales team's outreach depends on these timely updates. Your sales team can track different prospects that are actively interacting with your company and connect with them immediately.
Notifications are beneficial when earlier dormant prospects begin to interact with your website once more. Your team can be prepared to continue the conversation where it ended
-
Document Management
If your sales automation tool has document management capabilities, it’ll be a great choice for you. With a document manager, your team can understand the sales content that works and the ones that need improvement.
You can monitor activity in the document management tool when your team sends content to a prospect. You can, for instance, see who is reading and sharing it within the prospect's company.
You can ensure that you have buy-in with the organization if you notice a lot of sharing and interaction from top-level individuals. On the other hand, you won't have much buy-in if you provide a proposal or document and receive no interaction or sharing
-
Integrations
Choose a tool that works well with many different applications. It will make your work more efficient and enable you to handle and centralise every data. You won't have to be concerned about updating your data across many platforms if you choose a solution that provides a broad range of robust integrations.
What are the Benefits of Sales Automation Tools?
Sales automation software is highly beneficial in boosting team productivity and helping companies scale their sales processes. Here are some of the main benefits a sales automation tool provides -
-
Increased Productivity
Sales automation tools take the burden off of sales teams, so they can focus solely on selling, thus increasing productivity.
-
Boost in Sales
As these tools automate the entire sales flow efficiently and provide qualified leads, organizations can successfully close more deals.
-
Consistent Sales Data
Sales data need to be relevant without any discrepancy. Sales automation tools keep your prospect data on point and error-free.
-
Deal Management
Sales automation tools ensure no missing steps or miscommunications with your prospects.
-
Call scheduling
Sales automation tools ensure you don't miss a meeting, call, or follow-up with your clients. It also offers a call/meeting scheduling feature to book meetings easily.
-
On-Time Reporting
You don't need to create manual reports. Instead, you can report anytime to your manager with the help of the CRM. It also helps generate live analytics of your campaigns.
-
Smooth Communication
Sales automation tools keep everything in one place, making collaborations easier. It also encourages faster communication.
-
Cost-Effective
These tools save you from the hassle and cost of hiring multiple sales reps to keep the sales flow up and running.
Factors to Consider When Choosing the Best Sales Automation Tool
Getting a sales automation software is an important decision; hence you need to consider various elements. Below are the key factors to consider while choosing the right sales automation tool -
-
User Interface
The platform's user interface controls how you interact with and use the software. The user interface must be simple and easy to understand, with a little learning curve.
Ask the vendor if they offer a demo (or a free trial). Look for navigation alerts that explain the features and functions when you hover over specific fields while taking a free trial or a demo
-
Data Enrichment
Look for a data enrichment feature when purchasing a sales automation tool. It is always preferable to have more details about your prospects, such as their company's size, industry, job title, social media links, the current technology they employ, and so on. When you reach out to potential customers with enough information, it will make you appear more credible.
You can filter data from many sources using sales automation solutions to ensure you only have the most pertinent information available. You'll find it useful when speaking with potential customers. They will be appreciative that you took enough time to know them well
-
Meeting Scheduler
If things go well after you reach out to prospects, there is a good probability that you will schedule an in-person or online meetup. Traditionally, you would have to exchange emails for settling on a time and day that works for you and the prospect.
It will be simpler to arrange a meeting if your tool provides a meeting scheduler. You need to provide the prospects with a link to your calendar, from which they can choose a time and day
-
Integrations and Features
Examine the platform's features and integrations. It'll be a good idea if you try platforms with various features, even those you won't use or need, to help you identify the ones that will be most beneficial to your company. Consider your current technology and ensure that the software solution integrates with it.
-
Customer Support
You want committed technical support to assist you when installing new software in the organization. Make sure you think ahead about the type of support you want, including phone, live chat, or email and the level of support like generic, dedicated, and 24/7 helpline.
Customer service often varies depending on the provider. Know the response times and the types of support and resources offered by the company so that you can resolve your issues
6 Best Sales Automation Software & Tools in India
Below is list of the top 6 sales automation software. You can compare them based on the features and pricing plans.
1. Pipedrive
Pipedrive is initially a reliable CRM platform that offers end-to-end sales automation. It enables you to track the entire sales pipeline and offers excellent deal management.
This tool offers more successful sales with its intelligent recommendations and sales process optimization. Moreover, you can automate the entire sales flow or a few steps from it with custom triggers.
It comes with an AI-powered sales assistant that offers intuitive recommendations and relevant insights. Also, you can nurture your leads through its email campaign automation.
The best thing about Pipedrive is that you can integrate it with a multitude of business applications, such as cold emailing tools, marketing automation tools, cadence tools, etc.
Ideal For
Pipedrive is best for small and medium businesses that are looking for an inexpensive CRM with an in-built sales automation tool.
Standout Features
-
AI-powered sales assistant
-
Email campaign automation for lead nurturing
-
Deal management and tracking
-
Third-party integrations
-
Custom reporting dashboard
Pricing Plans
-
Essential: US$ 9.90 per month
-
Advanced: US$ 19.90 per month
-
Professional: US$ 39.90 per month
2. Snov.io
The second-best sales automation tool is Snov.io. Much like Pipedrive, Snov is also a comprehensive sales automation tool with a free, customizable CRM platform.
Create new deals, prospect for leads, store prospect data, send cold emails to your prospects, track the sales pipeline, and book meetings – you can control all these things within its dashboard.
Snov can automate the entire lead generation process and the outreach efforts so that sales reps can focus only on selling. It also offers you insightful data to personalize communications with your prospects and build meaningful relationships.
Ideal For
Snov.io is suitable for businesses of all sizes, but as it has an easy-to-use interface, it suits SMBs and startups better.
Standout Features
-
Sales pipeline building (up to 100 steps)
-
Deal management
-
Easy-to-use interface
-
Internal team management
-
Email integration
-
Team management
Pricing Plans
-
Trial: Free trial for one month
-
Starter: $30 per month
-
Pro: $75 per month
-
Custom: $999 per month
3. HubSpot
HubSpot is a market leader with its sales and marketing automation tools. HubSpot Sales Hub offers prospect tracking (within the sales pipeline) and contact management.
You can avail a free version of HubSpot with all the functionalities of a sales automation tool, but it also offers a CRM tool to streamline your workflow.
You get email marketing solutions and pipeline tracking all from the same dashboard. HubSpot also offers business insights to help you step up your sales.
Ideal For
The free tool is best for startups and small businesses. HubSpot offers various plans for businesses of different sizes.
Standout Features
-
CRM tool
-
Easy integrations
-
Sales pipeline visibility
-
Lead nurturing
-
Internal collaborations
-
Performance tracking
Pricing Plans
-
Starter: $45 per month
-
Professional: $450 per month
-
Enterprise: $1200 per month
4. Zoho
Zoho CRM is the most popular and best sales engagement platform for Indian businesses. It automates the entire sales workflow with custom conditional triggers so that you reach your prospect in time.
It also offers an excellent CRM tool and AI assistant. In its intuitive dashboard, you can save email templates, generate new leads, launch email campaigns, and stay connected with your team members.
Ideal For
Most Small to medium-scale businesses prefers Zoho. It is also a viable option for big organizations.
Standout Features
-
AI assistant
-
CRM tool
-
Data personalization
-
Workflow management
-
Custom triggers
Pricing Plans
-
Free for three users
-
Standard: Rs.800 per month
-
Professional: Rs.1400 per month
-
Enterprise: Rs.2400 per month
-
Ultimate: Rs.2600 per month
5. Smartlead
Smartlead steers clear of all the sales automation tools with its feature-rich performance and affordable pricing plans.
Smartlead offers unlimited email accounts with timely email warmups so you can stay connected with your prospects and land directly in their inboxes. You can focus on selling as Smartlead can send follow-up emails to your prospects with custom conditional triggers.
It offers a master inbox to connect all your email accounts into one and make communication easier.
What makes it stand out is Smartlead offers unlimited team members and white-labeling. It also allows you to check the performances of individual email accounts. This sales automation tool offers A/B testing and timely reports with intuitive analytics.
Ideal For
Smartlead is popular among SMBs and mid-large organizations. Its scalable pricing plans are ideal for all kinds of businesses.
Standout Features
-
Email warmups
-
Custom conditional triggers
-
Unlimited email accounts
-
Unlimited team member addition
-
Master inbox
-
A/B testing
-
Whitelabelling
-
Timely reports and analytics
Pricing Plans
-
14-day free trial
-
Basic: $24 per month
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Popular: $57 per month
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Pro: $78 per month
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Customized: Fully customizable upon discussion
6. Agile
Agile CRM automatically creates a new task for your team. It automates every process from automating almost everything from telephony to follow-up emails. Increase your ROI with complete contact views, real-time alerts, and deep analytics.
Ideal For
Small and mid-size businesses that want to access all the sales automation functionalities at affordable cost. Moreover, their basic plan is completely free for up to 10 users.
Standout Features
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Get contact details from your prospects from every angle, which includes conversations, call notes, social presence, web activity etc.
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Sync Agile CRM with Google calendar so that you can remain updated about the latest meetings.
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Increase your sales efficiency with the help of drag-and-drop Project Management capabilities.
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Have constant insight into your sales activity with advanced analytics, reports, and metrics for faster growth.
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Agile CRM provides integration with some of the best telephony services such as Twilio, RingCentral, VOIP and Bria Accounts.
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It comes with Automated scoring, which provides you with automatic alerts and qualifies leads faster and more accurately.
Pricing Plans
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10 Users: $0
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Starter: $8.99
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Regular: $29.99
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Enterprise:$47.99
FAQs
How to choose the best sales automation tool?
First of all, decide your budget and look accordingly. Take a close look at your organization's needs and consider the potential limitations of the tool you select. Check for the tool's reviews in SoftwareSuggest and evaluate whether it is easy to use. Lastly, request a demo to get a glimpse of how it works.
How do sales automation tools help sales managers?
Sales automation tools make manual work automated. This way, sales managers can avoid human errors in data prospecting. Sales managers can create customized sales pipelines with the help of sales automation tools. Also, these tools help sales managers streamline the workflow within teams.
How does a sales automation tool help increase sales?
Sales automation tools save prospect’s data within your CRM and automate all the follow-ups. It reduces the burdens of sales reps so they can focus on their main job, selling. Also, these tools make the entire sales pipeline compact and faster to increase conversions.
What are examples of sales automation tools?
Sales automation will differ for every company. Some of the most common examples are:
- Lead scoring
- Deal creation
- Welcome series mail
- Sales report automation
- Trigger-based communication
- Capture and collect leads in your CRM
- Automatically assign tasks to teammates
What are the disadvantages of sales automation tools?
The disadvantages of sales automation tools are:
- It lacks human touch.
- The tools require a high maintenance cost after implementation.
- It is highly transparent, making it easy for hackers to access details and create disarray in the system.
- The software will take a lot of time to enter data if it is lengthy.
- At times, it is challenging to integrate it with other management systems.
What are the use cases of sales automation tools?
Sales automation tools benefit sales, representatives, managers and leaders. Let’s take a look at the individual use cases.
For sales representatives, sales automation software help in the following ways:
- It manages daily sales activities and customer relationships.
- It generates leads and helps close deals
For sales managers, sales automation tools:
- Assist in managing the sales team.
- Help in creating sales plans, goals and objectives.
- Support in monitoring performance.
For sales leaders, sales automation tools help in the following ways:
- It creates reports and track performance.
- It troubleshoots problems and monitors the sales process.
- It creates sales plans.
Why should you invest in sales automation software?
You should invest in sales automation software for the following reasons:
- It improves customer service
- The software reduces the selling time
- It improves the close rates
- The sales process becomes streamlined and simple
- It enhances sales and boosts the revenue
What are the different types of sales automation tools?
The different types of sales automation tools are:
- Lead nurturing
- Sales call
- CRM software
- Sales productivity
- Data prospecting
Sales Automation Tools Reviews
SalesBlink
5
SalesBlink has transformed our outreach efforts, providing a robust and intuitive platform that enhances our sales process. Its powerful features have streamlined operations, significantly boosting our efficiency and effectiveness in reaching and engaging prospects.
Kit19
5
We could not manage customers' data and history; the sales team couldn't work in an organized way. Kit19 streamlined staff work to make them sufficiently productive.
Zixflow
5
This is an amazing product! With Sales Simplify, creating a visual workflow builder with zero coding is a breeze! It's easy to add triggers and conditions to your workflow whenever there is an update in any record. This makes life so much easier, and I'm grateful to have found this product. It's user-friendly and makes the process of creating a workflow so much simpler. Highly recommended!
Round Robin Distributor
4
The RRD team is releasing the latest updates, and we are always eager for these new features. The application perfectly matches our needs in a high call volume environment, and its complex round-robin logic is easy to set up without any technical knowledge. It also provides the capability to temporarily disable a team member (e.g., out of office or PTO) and can be managed by the individual sales rep.