Best Sales Automation Tools
We’ve compiled the best Sales Automation Tools that helps your customer relationship manager makes sales forecast for your small business and Digital Marketing agencies. Choose the one which best suits your needs.
Featured Tools
Prominent Sales Automation Tools
Copper
Copper is the easy-to-use CRM for small businesses that need to manage more sales leads & grow customer relationships—but don't have time for data entry, repetitive admin tasks, or complicated tools. Visit Website
Freshsales
Freshsales is a sales CRM designed for high-growth, high-velocity sales teams with features such as built-in phone and email, lead scoring, user behavior tracking, and automation, along with other CRM-related features on one platform. Visit Website
HubSpot Sales Hub
Supercharge your sales process with Sales Hub, a powerful and easy to use sales CRM that includes sales engagement tools, configure-price-quote (CPQ) functionality, and robust sales analytics and reporting for growing teams. Visit WebsiteDAN Member Tools
in Sales Automation
Copper
Copper is the easy-to-use CRM for small businesses that need to manage more sales leads & grow customer relationships—but don't have time for data entry, repetitive admin tasks, or complicated tools.
Free Listing Tools
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CallAction
CallAction is a mobile SaaS-based virtual assistant platform designed to capture, respond and track every type of inbound lead from offline and online marketing and advertising channels.
Proposify
Proposify helps you write and design stunning proposal documents, collaborate with team members, and keep track of new business you pitch. By combining robust design tools with a user-friendly interface, it's easy for everyone to create gorgeous, professional proposals.
Amplemarket
Amplemarket is the all-in-one sales platform. From lead generation to personalized multichannel outreach, Amplemarket will improve your sales team’s performance and increase revenue.
EverString
EverString’s AI SaaS solution is designed for B2B sales and marketing professionals to drive pipeline growth, help close new customers, expand into new markets, prioritize accounts, and provide actionable insights – all without the need for an administrator.
LeadIQ
LeadIQ eliminates the most annoying parts of prospecting, helping sales reps get new deals with less work.
Uptics
Uptics is a sales automation software that helps your team easily launch outbound prospecting campaigns, nurture leads, and stay insanely productive.
Autoklose
Autoklose is the sales email automation platform powered by machine learning. They've built a well-rounded outbound sales platform. It features automated lead generation software and email drip campaign management tools with CRM integration.
ringDNA
ringDNA transforms your sales team into a high-performing revenue engine. It also offers a complete solution for sales engagement, sales playbook execution, performance insight, conversation intelligence and much more.
Spotio
Spotio is the leading field sales engagement platform for outside sales teams. Spotio helps field sales teams manage sales activity, increase sales rep productivity, and capture field sales insights.
Klenty
Using Klenty, you can automate all the repetitive activities involved in your sales processes like sending cold emails, follow-ups, tracking engagement metrics and more.
Reply.io
Reply.io is a sales engagement platform that automates email search, LinkedIn outreach, personal emails, SMS and WhatsApp messages, calls, and tasks. It eliminates routine work and let your sales team focus on what really matters.
InsightSquared
InsightSquared helps revenue operations professionals make better decisions by equipping them with actionable, real-time intelligence on sales, and marketing KPIs.
SharpSpring
SharpSpring is a cloud-based automation platform for marketing agencies and small to mid-sized businesses that rival top competitors with its features, functionalities, and performance.
VanillaSoft
Maximize your deal flow and automate your sales cadence with the VanillaSoft sales engagement platform. The platform keeps your sales team busy and focused on engaging your leads and growing revenue.
Pipedrive
Pipedrive is the first CRM platform developed from the salesperson’s point of view. Pipedrive engineers developed a platform that helps salespeople and teams focus on learning and repeating their most effective process to close deals.
Lineup
Lineup Systems develops sales solutions for media businesses. Their cloud-based solution, Adpoint, optimizes business performance and helps multi-channel media companies grow revenue.
Drift
Drift is the Conversational Marketing platform that combines chat, email, video, and automation to remove the friction from business buying. There are over 50,000 businesses that use Drift today to generate more revenue, shrink sales cycles, and make buying easy.
SalezShark
SalezShark is a Relationship Intelligence platform that enables sales professionals and marketers to gather actionable customer insights and increase their sales.
BuzzBoard
BuzzBoard uncovers data-driven insights about SMBs that drive more meaningful conversations for marketers and sellers, resulting in increased sales across the customer lifecycle.
SalesSeek
SalesSeek.com aligns your Sales and Marketing process by connecting the most important parts of your business. Market and sell with a single unified voice using tools designed for lead generation, managing opportunities, and driving sales all the way through to win.
Prospect.io
Prospect.io helps sales professionals and managers develop robust outreach campaigns and tools to measure the results.
DocuSign
DocuSign® helps organizations connect and automate how they prepare, sign, act on, and manage agreements. As part of the DocuSign Agreement Cloud, DocuSign offers eSignature: the world's #1 way to sign electronically on practically any device, from almost anywhere, at any time.
Bloobirds
Bloobirds converts your go-to-market strategy and sales playbook into a predictable, actionable and measurable outbound process, including inbound qualification.
emlen.io
emlen.io is a cloud-based content engagement software that enables companies to determine content ROI while boosting engagement with their contacts.
Cirrus Insight
Cirrus Insight puts the power of your Salesforce CRM right inside your inbox. Immediately see everything about your Salesforce leads, contacts, and opportunities right from your inbox.
HubSpot Sales Hub
Supercharge your sales process with Sales Hub, a powerful and easy to use sales CRM that includes sales engagement tools, configure-price-quote (CPQ) functionality, and robust sales analytics and reporting for growing teams.
UpLead
UpLead is a B2B data provider and technology company that provides instant access to millions of verified B2B contacts with direct email addresses. Search by industry, location, sales volume and more to find your next customers.
Datananas
Datananas is a Sales Automation software to send targeted, personalized and automatized emails scenarios to your lead for setting up more appointments directly to your sales team calendar.
Upscale
Upscale accelerates B2B sales pipeline and revenue. It improves sales efficiency through a multi-channel outreach capability to book more meetings and close more revenue, at scale and speed.
Growbots
Growbots created the first all-in-one outbound sales platform with lead generation and managing email drip campaigns with CRM integration. All you need to do is set up a customer profile and schedule an email campaign to automatically generate new sales.
GrowthGenius
GrowthGenius is a sales automation platform combining millions of prospect database, lead generation, email verification, and email sending tools to streamline outreach.
Net-Results
Net-Results helps sales stay on top of leads. Automatically trigger reminders for sales to follow up with hot leads based on individual lead activity.
Lusha
Lusha helps business professionals establish a fast connection with their leads, contacts, and candidates. Lusha helps you build that trust using simple tools which allow you to enrich and verify business profiles.
Airtable
Airtable is a software platform that empowers people to build the solutions they need to drive innovation and increase agility within their teams. Airtable puts the power of a flexible database into the hands of creators.
Clearbit
Deeply understand your customers, identify future prospects, and personalize every single marketing and sales interaction.
Sortd
Sortd re-thinks email communication for small business productivity. It suites for Gmail incorporating sales, CRM, recruitment, support and account management and more.
Outreach
Outreach, which is the Sales Engagement Platform, accelerates revenue growth by optimizing every interaction throughout the customer lifecycle. The platform manages all customer interactions across email, voice and social, and leverages machine learning to guide reps to take the right actions.
LeadSquared
LeadSquared is a marketing automation and sales execution platform that helps businesses increase their closures, manage their pipelines, and attribute their ROI accurately and completely, to people, marketing activities, lead sources, products, and locations.
Pega Platform
Pega is the leader in cloud software for customer engagement and operational excellence. The world’s most recognized and successful brands rely on Pega’s AI-powered software to optimize every customer interaction on any channel while ensuring their brand promises are kept.
Adapt
Adapt is a global B2B contact and company database provider across multiple industries. Adapt has 250,000+ users and 90 million business contacts, including industry-specific company database and contact information such as job title, direct dial, and email addresses.
Yesware
Yesware is your all-in-one sales toolkit that gives you everything you need to prospect, schedule meetings, and follow up - right from your inbox. Yesware provides you the insights you need to make data-driven decisions and spend time where it matters, allowing you to work smarter.
ZoomInfo
Their platform empowers business-to-business sales, marketing, and recruiting professionals to hit their number by pairing best-in-class technology with unrivalled data coverage, accuracy, and depth of contacts.
HighLevel
HighLevel is the first-ever all-in-one platform that will give you the tools, support and resources you need to succeed with your agency.
Mailshake
With using Mailshake, you can send personalized cold emails at scale and set tasks to engage with prospects via phone and social media, all in one sequence, on one dashboard.
InsideView Sales
InsideView Sales helps B2B companies drive rapid growth with the only platform that empowers business leaders to quickly and confidently make go-to-market decisions.
Winmo
Winmo streamlines the sales process and drives more profitable connections by giving sales professionals the competitive advantage to win more in an ever-changing market.
BenchmarkONE
BenchmarkONE is sales and marketing software for small businesses and marketing agencies. They help agencies and small business owners propel relationships into sales with all-in-one CRM and marketing automation.
SalesLoft
SalesLoft is the #1 sales engagement platform, helping sales organizations deliver a better sales experience for their customers. More than 2,000 customers use the company’s category-leading sales engagement platform to engage in more relevant, authentic, and sincere ways.
Groove
Groove is a leading sales engagement platform that makes account-based revenue teams more efficient and effective at finding, landing, renewing, and expanding revenue. Groove delivers a 10X productivity boost to your most expensive and valuable resources.
ClickPoint Software
ClickPoint Software helps companies improve the complex process of lead management automation. ClickPoint gives marketing and sales teams an edge by improving lead quality and increasing sales, resulting in higher revenue from leads.
Salesvue
Salesvue makes Salesforce easier to use by reducing click streams, automating workflows and giving easy-to-read analytics.
Freshsales
Freshsales is a sales CRM designed for high-growth, high-velocity sales teams with features such as built-in phone and email, lead scoring, user behavior tracking, and automation, along with other CRM-related features on one platform.
Apollo.io
Apollo is the unified engagement acceleration platform that gives reps the ability to dramatically increase their number of quality conversations and opportunities.
How to Choose the Best Sales Automation Tools?
Businesses need to focus on streamlining manual, tedious, and time-consuming tasks in the sales department so that employees can concentrate on other more critical aspects of the business.
A great way to manage administrative tasks is through sales automation. In fact, it’s a critical practice that every business needs to take advantage of if they want to be successful. With the help of sales automation, you can boost productivity and increase revenue. Other benefits that your business can acquire through sales automation include improving reporting, saving time and resources, enhancing efficiency, automating lead scoring, and much more. The best sales automation tools need to have an easy dashboard for user experience to manage your prospects easily. So, the automation system should consist of prospecting tools as well. Automation features including; email templates, sales pipeline scenarios, trigger campaigns, and so on.
AAnd because you spend less time on mundane sales tasks, you can focus on qualified leads. Prioritizing efforts on them will most likely result in a sale. But it doesn’t stop here. To take your business to the next level, you need to work on maintaining better after-sale customer relationships as well.
The key is to find sales automation tools that align with your business goals. The right sales automation tool can allow your business to perform better by converting more inbound traffic into leads and nurturing prospects into sales. This will allow you to concentrate on engaging with consumers that are more likely to convert to loyal customers.
The variety of sales automation tools continues to grow every year. Deciding which software is ideal for your business needs can be overwhelming. But to help you make sense of it all, create a list of features that you need. A few essential aspects that you should consider when comparing platforms are as follows:
Key Criteria to Evaluate Sales Automation Tools
Pricing Policy
Almost all have a free trial version that allows them try it free for a while. Sales automation tools prices can vary depending upon their features and your user numbers. To find the right tool for your budget, you need to analyze their capabilities, the features they provide, and the different plans that they offer.
Scope of Sales Automation Tools
In order to succeed, your business needs a comprehensive sales automation tool. Begin by figuring out which features are must-haves for your business. And then compare each platform against this criteria list to single out the best option.
Benefits
Most platforms provide a list of features and benefits that they offer. But to get a realistic idea if the tool actually matches your requirements, you need to take each product for a test drive. Consider scheduling an interactive demo in order to help you understand your exact needs.
Accountability
Sales is the most vital aspect of your business. Because you are dealing with a substantial amount of sensitive data, you want to invest in a tool that is safe and secure. Look for one that has excellent reviews and strong references.
Integration
A successful business demands the integration of information across multiple departments. It’s imperative to select a platform that integrates well with existing tools and platforms, such as your email marketing program and other CRM tools. And to achieve peak productivity, the sales and marketing teams need to be able to work effortlessly together.
Features
Sales automation tools help by putting tasks like calendar notices and lead nurturing emails into a logical sequence of automatic steps. You should look into additional features that the platform offers to get the most benefits for your business.
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