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 20 Best Sales Automation Tools

Showing 1 - 20 of 80 products

Contenders | 2024

Process-driven CRM for marketing, sales, service.

Creatio is the global supplier of no-code platform for industry workflows automation and CRM. Creatio’s customers enjoy the freedom to own their automation. Freedom is provided through unlimited customization, the ability to build apps without a line of code and a universe of ready-to-use templates and connectors. Read Creatio Reviews

Category Champions | 2024

#1 CRM & support solution for growing businesses

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 work processes. Read Salesforce Reviews

No-code fully-customizable CRM

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. Learn more about monday sales CRM

Category Champions | 2024

AI-powered & omnichannel business management softw

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 Zoho CRM Reviews

Category Champions | 2024

Gmail CRM for sales teams and small businesses

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 your revenues double up. Read NetHunt CRM Reviews

Category Champions | 2024

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 Freshsales Reviews

Category Champions | 2024

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 tasks, and explore HubSpot CRM today! Read Hubspot CRM Reviews

Category Champions | 2024

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 workflows and repetitive sales activities. Read Pipedrive Reviews

Category Champions | 2024

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 buyer journey stage. Read AgileCRM Reviews

Most Reviewed

Category Champions | 2024

Bitrix24 is a 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 and resources. Read Bitrix24 Reviews

Contenders | 2024

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 into your regular CRM operations. Copper CRM helps you streamline workflows, improve team output and speed up the entire sales to boost revenue ultimately. Read Copper Reviews

Contenders | 2024

CRM Software Solution for All Types of Business

Insightly offers top-notch sales automation tools 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 other constructive work. Read Insightly CRM Reviews

Emergents | 2024

Intelligent CRM for sales teams

Salesflare is an intelligent sales CRM that helps sales teams focus more on sales activities that require human efforts 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 Salesflare’s sales automation solutions. Learn more about Salesflare

Contenders | 2024

All in one sales CRM for small business

Salesmate CRM is the best sales automation software for growth-centric teams. Salesmate 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 sales closing. Read Salesmate CRM Reviews

Contenders | 2024

Vtiger is an excellent choice for a sales automation solution to close deals faster. This automation software capture 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 meetings, and run successful email campaigns. Read Vtiger CRM Reviews

Contenders | 2024

Land More Leads, Close More Deals

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-n-drop builder to automate lead prioritizing, lead distribution, notifications, alerts, sales follow-up, analytics, reporting, etc. Read LeadSquared Reviews

Emergents | 2024

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 sales team. Learn more about Outfunnel

Category Champions | 2024

All-in-one marketing platform for less than $1

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 appointment lead management, lead generation, landing sites, lead nurturing, and more. Read EngageBay Reviews

Contenders | 2024

Zapier is the main intelligent management software that connects automation to regular uses for users. It has a nice user layout. Innovative design attracts the users and generates traffic on that. Read Zapier Reviews

Emergents | 2024

LeadFuze is a simple, powerful, and feature-rich CRM software that offers the best sales automation tools. It is an 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 LeadFuze Reviews

Sales Automation Tool Guide

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 2024.

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.

Features of sales automation tools

  1. 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.

  2. 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.

  3. 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

  4. 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

  5. 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

  6. 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

  7. 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 -

Benefits of Sales Automation Tools

  1. Increased Productivity

    Sales automation tools take the burden off of sales teams, so they can focus solely on selling, thus increasing productivity.

  2. Boost in Sales

    As these tools automate the entire sales flow efficiently and provide qualified leads, organizations can successfully close more deals.

  3. Consistent Sales Data

    Sales data need to be relevant without any discrepancy. Sales automation tools keep your prospect data on point and error-free.

  4. Deal Management

    Sales automation tools ensure no missing steps or miscommunications with your prospects.

  5. 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.

  6. 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.

  7. Smooth Communication

    Sales automation tools keep everything in one place, making collaborations easier. It also encourages faster communication.

  8. 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 -

Factors to Consider When Choosing the Best Sales Automation Tool

  1. 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

  2. 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

  3. 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

  4. 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.

  5. 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 Dashboard Image

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. Dashboard Image

The second-best sales automation tool is 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 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 CRM Dashboard Image

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 Dashboard Image

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 Dashboard Image

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 

  • Popular: $57 per month

  • Pro: $78 per month 

  • Customized: Fully customizable upon discussion

6. Agile

Agile CRM Dashboard Images

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

  • Get contact details from your prospects from every angle, which includes conversations, call notes, social presence, web activity etc.

  • Sync Agile CRM with Google calendar so that you can remain updated about the latest meetings.

  • Increase your sales efficiency with the help of drag-and-drop Project Management capabilities.

  • Have constant insight into your sales activity with advanced analytics, reports, and metrics for faster growth.

  • Agile CRM provides integration with some of the best telephony services such as Twilio, RingCentral, VOIP and Bria Accounts.

  • It comes with Automated scoring, which provides you with automatic alerts and qualifies leads faster and more accurately.

Pricing Plans

  • 10 Users: $0

  • Starter: $8.99

  • Regular: $29.99

  • Enterprise:$47.99


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.

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.

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.

Sales automation will differ for every company. Some of the most common examples are:

  1. Lead scoring
  2. Deal creation
  3. Welcome series mail
  4. Sales report automation
  5. Trigger-based communication
  6. Capture and collect leads in your CRM
  7. Automatically assign tasks to teammates

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.

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.

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

The different types of sales automation tools are:

  • Lead nurturing
  • Sales call
  • CRM software
  • Sales productivity
  • Data prospecting

Last Updated: March 13, 2024