23 Best Sales Automation Software Tools

Key Sales Automation Features:

• UpLead’s Prospector or main prospecting tool enables sales reps to search over 108 million lead contacts in over 200 countries
• UpLead promises 95% data accuracy or your money back for lead generation and email verification
• The advanced search gives sales reps 50-plus search criteria for contacts and companies, based on a wide range of filters like job title, industry, location, size, and company revenue
• Create a prospect list quickly, as the platform shows the most up-to-date leads in real time, giving sales and marketing teams accurate and correct data to boost sales

Starting Price*: Free to $99 per user, per month

Other Price Tiers*:

• Plus plan: $199 per month
• Professional plan: Contact UpLead for pricing

*Pricing is based on annual billing. Monthly billing is available for a higher cost. It comes with a seven-day free trial. While we update pricing information regularly, we encourage our readers to check current pricing here.

UpLead is known for its prospecting tool for business-to-business (B2B) sales intelligence and lead generation. Reps can create a clean prospecting list to quickly target the right prospects to boost sales. Aside from sales intelligence and prospecting features, UpLead has an excellent contact database, lead data management features, and third-party integrations to support sales operations.

UpLead’s Advanced Search and Prospector (Source: UpLead)

Key Sales Automation Features:

• Prospect research and filtering to auto-create lead lists based on job title, location, industry, employee count, personas, technology stack, revenue, buyer intent, and other key attributes
• Email sequences to send out campaigns and automate follow-ups
• Built-in meeting scheduler to book meetings and auto-sync them to Google and Outlook calendars

Starting Price: Free to $39 per user, per month

Other Price Tiers:

• Professional: $79 per user, per month
• Organization: $79 per user, per month

Apollo is an automation software and database designed for prospect identification and engagement. Its key feature is a database that enables teams to filter leads based on customer profile criteria and purchase contact details such as phone numbers and email addresses using credits. With this information, they can efficiently create large lead lists without the need for manual data search and importation into a customer relationship manager (CRM) or other data management systems.

Apollo contact data filtering (Source: Apollo)

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Apollo contact data filtering (Source: Apollo)

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Key Sales Automation Features:

• Automatic data deduplication to ensure contact database stays clean
• Spam management that automatically update records with do-not-contact labels and removes them from contact lists
• Automated campaigns deployment through email
• Data enrichment for automatically keeping account and contact data up to date

Starting Price: $49 per month for the first user, then $39 per month for each one after

Other Price Tiers:

• All-in-One: $199 per user, per month
• Pro: Contact for pricing

Growbots is an excellent, all-in-one tool for prospecting, lead generation, and nurturing. Not only does it let you create lead lists through its robust contact and company database, but it also allows you to run sequences to make introductions and follow-ups via email. Moreover, it offers efficient data management features, automating tasks like updating records and removing duplicates.

Growbots adding contacts to sequence list (Source: Growbots)

Key Sales Automation Features:

• Process incoming CRM requests and use contacts to grow your sales through contact center integration
• CRM rules and triggers feature automatically launch email and ad campaigns, create a document or invoice, and move a deal through various sales funnel stages
• Bitrix24 telephony maintains stable audio quality throughout the call and the callback widget to create website callback request forms
• Bitrix24 sales automation can move clients through the sales funnel by collecting messages from emails, social networks, messengers, and other communication channels and automatically assigning them to specific sales reps

Starting Price: Free to $49 per month for 5 users, billed annually

Other Price Tiers:

• Standard plan: $99 per month for 50 users, billed annually
• Professional plan: $199 per month for 100 users, billed annually
• Enterprise plan: $399 per month for 250 users, billed annually

Bitrix24 comes with built-in telephony and sales automation features, making this provider the winner in this category. Rules and triggers, automatic customer tracking, sales intelligence website widgets, and customer journey tracking are available in free plans. The starting plan includes CRM sales automation and business intelligence (BI) analytics, suitable for small businesses looking for sales automation software with telephony capabilities at an affordable price.

Bitrix24 Technology HD Audio and Video Quality (Source: Bitrix24)

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Bitrix24 Technology Custom Backgrounds + Blur (Source: Bitrix24)

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Key Sales Automation Features:

• Bridge the gap between your support and sales teams by integrating Zoho Desk with Zoho CRM
• Help desk automation uses rules to notify customers and agents about ticket progress for prompt resolution
• Workflow automation rules or a set of actions executed upon meeting specified conditions are available across all paid plans
• Automated ticket management eliminates manual ticket assignment by setting the criteria and creating rules
• Telephony features include in-product call notifications, call-to-ticket conversion, answer calls over-the-web, missed call management, and more

Starting Price: Free-forever plan for up to 3 users to $14 per user, per month, billed annually

Other Price Tiers:

• Professional plan: $23 per user, per month, billed annually
• Enterprise plan: $40 per user, per month, billed annually

Zoho Desk is the best customer service software with telephony and automation features, like automated ticket management. The help desk automation features are offered across all plans, including notification rules and service level agreements (SLAs). Sales reps can also use real-time collaboration tools, self-service, Zia, and reporting and analytics tools to help move leads to the bottom of the sales funnel.

Automate ticket management with Zoho Desk (Source: Zoho Desk)

Key Sales Automation Features:

• Routing automation redirects callers according to a help desk or CRM inputs to help sales reps identify if they’re an existing or new caller
• Extensive call management capabilities include queue to ensure callers get to talk to the right department and call history tracking for in-depth call journey analysis
• Call recordings, post-call transcripts, and call-lifecycle information
• Starting plan includes 2,000 free incoming calls per month for startups with low call volumes for telephony-first customer support

Starting Price: Free plan up to 2 users and starting price at $15 per user, per month, billed annually

Other Price Tiers:

• Pro plan: $39 per user, per month, billed annually
• Enterprise plan: $69 per user, per month, billed annually

Freshdesk’s free calls and routing automation capabilities makes this provider the best free calling PBX system for customer service and sales purposes. With automation, reps can handle incoming and outgoing sales-related calls more efficiently and effectively. Users can handle call queues, voicemail, warm and cold transfers, call recording, and more with the starting plan.

Freshdesk Live Dashboard (Source: Freshworks)

Key Sales Automation Features:

• Call flow designer that manages calls and auto-routes incoming callers to users based on time, territory, or contextual details like whether a voicemail is left or the initial rep doesn’t answer
• Automated voicemail-to-email or text notifications for reps to receive notifications for voicemails left by contacts
• Auto-call attendant to help navigate inbound callers to the right teams
• Call trend analysis to identity high-volume times and evaluate call qualify by analyzing recorded conversations

Starting Price: $17.95 to $23.95 per user, per month Pricing depends on the total number of users. More users means a lower price for the plan and vice versa.

Other Price Tiers:

• Professional: $21.95 to $27.95 per user, per month Pricing depends on the total number of users. More users means a lower price for the plan and vice versa.
• Enterprise: $31.95 to $37.95 per user, per month Pricing depends on the total number of users. More users means a lower price for the plan and vice versa.

Nextiva is a voice-over-internet-protocol (VoIP) phone system that has video conferencing and texting capabilities. It offers a central platform for reps to place, receive, and log calls, record conversations, and analyze call trends and conversations. The call flow designer is an ideal sales automation solution for managing calls and getting them to the right teams. It lets you design automated flows that specify call routing scenarios and what happens if it’s unanswered.

Nextiva web view on how to create a call flow (Source: Nextiva)

Key Sales Automation Features:

• Auto-dialing for placing calls automatically based on a preset contact list
• Call recording with automatic options for all inbound and outbound phone calls
• Call queue management with advanced options for auto-routing inbound calls to specific users

Starting Price: $20 per user, per month

Other Price Tiers:

• Advanced: $25 per user, per month
• Ultra: $35 per user, per month

RingCentral lets sales teams manage calls. This cloud phone system integrates with a broad range of CRM products to access the calling tools from the CRM interface and sync call activity data between each system. As a sales automation tool, the auto-dialing features stand out the most. The progressive dialer auto-dials phone numbers of a preset contact list while giving the sales rep a few moments to review prospect information and call scripts before placing the call.

RingCentral progressive dialer (Source: RingCentral)

Key Sales Automation Features:

• Text messaging options to send mass campaigns or individual messages; includes automated deployment options
• Smart call routing for creating automated flows for how an inbound call is handled and who it gets routed to
• Seamless call management feature allows reps to easily move calls between phones, transfer, or put calls on hold with shared extension lines
• Predictive analytics on call conversations to determine customer satisfaction levels and help with on-the-spot decision making for the rep

Starting Price: $27 per user, per month

Other Price Tiers:

• Standard: $32 per user, per month

Connect is the phone and call center product offered by the provider GoTo. Like other cloud phone systems, it lets teams automate call management tasks such as recording, logging, routing, and conversation analysis. We most liked the built-in messaging capabilities that allow users to deploy text campaigns or send out individual texts to contacts in the database. Users can use these tools to automate survey outreach and appointment confirmations.

GoTo Connect Dial Plan Editor (Source: GoTo)

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GoTo Connect sending a text message (Source: GoTo)

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Key Sales Automation Features:

• Workflow automation, power dialer, and predictive analytics are the standout sales automation features of Close that can help reps close deals and forecast sales
• See emails in Close and external email client regardless of where the email came from with two-way email sync
• Check if contacts have seen your email, set follow-up, and send templated emails to multiple contacts simultaneously for sales-related activities
• Power dialer or calling through any list of prospects without touching the keyboard or mouse

Starting Price: $49.00 per user, per month, billed annually

Other Price Tiers:

• Professional: $299.00 per three users, per month, billed annually
• Enterprise: $699.00 per five users, per month, billed annually

Close allows sales reps to automate outreach by enrolling contacts into a sequence of emails and calls over time. They can use the built-in call automation software to dial multiple numbers at once and get automatically connected once someone picks up. Hence, Close is the best sales automation tool with telephony capabilities.

Close workflow automation (Source: Close)

Key Sales Automation Features:

• Mail Merge feature allows reps to send scheduled and personalized mass emails as well as sending follow up emails like abandoned shopping carts and pending sales orders
• Email tracking and snippets enable sales reps to create email templates and see when the recipient opened the emails
• Private pipelines help track any business process like sales and dealflow

Starting Price: Free to $15 per user, per month, billed annually

Other Price Tiers:

• Pro plan: $49 per user, per month, billed annually
• Pro Plus plan: $69 per user, per month, billed annually
• Enterprise plan: $129 per user, per month, billed annually

Streak’s mail merge, email tracking, and other email capabilities can help sales teams quickly connect with sales qualified leads and customers for new and repeated purchases. Sales pipeline tracking and automation features allow reps to set up rules to automatically create tasks, and include mail merge recipients to streamline sales workflows and close more deals.

Streak integrations and automation panel (Source: Streak)

Key Sales Automation Features:

• Lead scoring that assigns points to contact profiles based on engagement with emails to identify interested sales leads
• Email campaign design tools with automated workflows that sets deployment rules per the contact profile, events like purchases, or interactions with previous campaigns
• Automation reporting that generates visual data for active email workflows, how many contacts have been triggered by an automation, and how each automated campaign is performing

Starting Price: $29 per month (one user), paid yearly

Other Price Tiers:

• Plus: $49 per month (three users)
• Professional: $149 per month (five users)
• Enterprise: Contact for pricing (10 users)

ActiveCampaign’s CRM and marketing tools combine as a great email marketing CRM. It lets users create and automate campaigns with data from the stored customer profiles, transaction history, and engagement with previous campaigns. Additionally, ActiveCampaign includes automation reporting that visualizes the number of executed triggers for every stage of the workflow and how many contacts were triggered in each workflow.

ActiveCampaign automation reports (Source: ActiveCampaign)

Key Sales Automation Features:

• Mass emails can be automatically personalized based on contact profiles, tags, or segmented lists
• Email automations builder for deploying and redeploying email messages based on activity like an abandoned carts, purchases, or engagement with prior messages
• Automated campaign insights for recommending next-best actions, optimizing content and subject lines, and inserting personalized dynamic content that will adjust images or copy based on contact information

Starting Price: Free (one user) to $13 per month (three users)

Other Price Tiers:

• Standard: $20 per month (five users)
• Premium: $350 per month (unlimited users)

Mailchimp is an easy-to-use, cost-friendly email automation platform that helps small businesses grow. As it’s a specialized tool designed for email outreach, you can use Mailchimp to automate email creation through premade templates and contact data-populating features, and campaign deployment through the automated journey builder. Teams can also redeploy emails based on events like abandoned carts or purchases.

Mailchimp Campaign Manager (Source: Mailchimp)

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Mailchimp Customer Journey Builder (Source: Mailchimp)

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Key Sales Automation Features:

• Simple workflow automation that triggers new task assignments and notifications based on deal stage changes throughout the pipeline
• Conversation routing that auto-assigns incoming leads through email or live chat to reps based on preset criteria
• Email automation that will send follow-ups or introductions based on a scheduled time, automated sequence, or contact engagement like opens and clicks
• Lead scoring, which lets you qualify leads and determine the best opportunities based on preset criteria and can trigger automations based on a contact’s score like email follow-ups, list segmentation, and assignment to other users

Starting Price: Free plan with limited features to $15 per month

Other Price Tiers:

• Starter Customer Platform: $15 per user, monthly
• Professional Sales Hub: $90 per user, monthly
• Enterprise Sales Hub: $150 per user, monthly

HubSpot Sales Hub has an excellent free-forever plan that includes some automation capabilities like contact record management for auto-updating data and deploying email follow-ups. The interface design makes it easy for any user to create and activate workflows to meet numerous sales automation needs. The sales management features include contact scoring, automated lead and conversation assignment, deal-based task triggers, and data duplicate detection.

HubSpot simple deal automation (Source: HubSpot)

Key Sales Automation Features:

• Smart Docs with auto-fill templates that populate contact and lead data in the CRM to create, send, and track sales proposals and obtain digital signatures on them
• Smart Contact Data tool that auto-enriches profiles based on web site pages and LinkedIn account information to keep records up to date
• Artificial intelligence (AI) sales assistant that provides recommendations on how to improve, automatic task suggestions, and system notifications
• Built-in meeting and video scheduler that lets contacts schedule an appointment based on preset availability and conditions

Starting Price: $24 per user, per month

Other Price Tiers:

• Advanced: $49 per user, per month
• Professional: $69 per user, per month
• Power: $79 per user, per month
• Enterprise: $129 per user, per month

Pipedrive is a complete sales CRM for lead management, deal tracking, appointment scheduling, and proposal generation. While it’s a sales automation system for many scenarios like lead assignment, task generation, and activity notifications, we mostly like its use in proposal management. From generating and sending quotes to tracking and finalizing contracts, Pipedrive can automate the entire process with its Smart Docs tool and data auto-fill features.

Pipedrive Sales Assistant (Source: Pipedrive)

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Pipedrive Sales Assistant All Notifications (Source: Pipedrive)

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Key Sales Automation Features:

• Predictive lead scoring for automatically identifying solid opportunities based on profiles and engagement history
• Email sequences and marketing automation for deploying email campaigns on time-based or event-based triggers
• Custom CRM sales automations for lead and task assignment, notifications, and data updates based on triggers and conditions
• Customer service automation, including auto-case assignment to users, canned responses, and ticket macros that let users complete workflows using one-click functionality

Starting Price The starting plan is under the all-in-one package of EngageBay. : Free to $13.79 per user, per month, paid annually

Other Price Tiers:

• Growth: $59.79 per user, per month
• Pro: $110.39 per user, per month

EngageBay is the best sales automation software for revenue operations as it includes a sales, marketing, and customer service module, and each has workflow automation capabilities. Users can manage tasks and update records based on sales activity and deal stages. They can also create and auto-deploy marketing campaigns according to list segments and engagement history, plus auto-assign customer service tickets and generate canned responses for them.

How to access automation at EngageBay (Source: EngageBay)

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How to create automations at EngageBay (Source: EngageBay)

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Key Sales Automation Features:

• Automated workflows provide access to custom and premade automation recipes like customized invoices and reports using drag-and-drop building blocks to design accurate workflows
• Utilizes a low-code automation system for recommendations, premade workflows, and drop-down menu options for lead generation and sales activities
• Use AI capabilities to write and edit emails for sales outreaching and marketing campaigns

Starting Price: $10 per user, per month, billed annually

Other Price Tiers:

• Standard: $14 per user, per month, billed annually
• Pro: $24 per user, per month, billed annually
• Enterprise: Contact sales

Automate sales processes and streamline communication with monday sales CRM, one of the best sales automation tools. Users can manage accounts, deals, and contacts in one place. The platform also utilizes a low-code automation system, enabling sales teams to utilize premade workflows, recommendations, and drop-down menu options to construct trigger-based sales automations, such as record updates, email notifications, and lead assignments based on triggers like deal changes.

monday sales Pipeline (Source: monday sales CRM)

Key Sales Automation Features:

• Campaign templates for Starter Suite and Pro Suite allow sales teams to nurture prospects and customers using premade, customizable email templates
• Use built-in analytics to evaluate performance and launch effective marketing content
• Service automation organizes customer cases and escalate cases automatically in a single platform
• AI-powered Einstein for Next Best Action and 360-degree customer view to help reps quickly find the best answers and ready-to-use shareable reports to turn insights into action

Starting Price: Starter Suite $25 per user, per month

Other Price Tiers:

• Pro Suite: $100 per user, per month

Sales Automation Add-ons:

• Basic Configure, Price, Quote (CPQ) Software: $75 per user, per month Available as an add-on for Professional, Enterprise, and
  Unlimited plans with total cost billed annually.
• CPQ Plus: $150 per user, per month
• Sales Cloud Einstein: Starting at $50 per user, per month
• Lightning Console: Additional $25 per user, per month

Salesforce Starter is a centralized, single suite for sales, marketing, and service applications. The email marketing and analytics, out-of-the-box sales processes, and seamless customer service features help you engage with new audiences and win more deals. With Einstein AI, sales reps can quickly provide answers because of its smart next best action.

Salesforce Einstein AI recommends the next best action (Source: Salesforce)

Key Sales Automation Features:

• Sales and marketing automation, sales pipeline and analysis, quotes, automated lead capture and follow-up, and lead and client management (CRM) included in the starting plan
• Omnichannel communications via phone, text, or email with automated marketing campaign deployment options
• Payment processing with automated recurring invoices and payments
• Auto-task generation and assignment based on sales funnel stage changes
• Customizable task reminders and notifications that auto-update users on what to complete next

Starting Price: $159 per month (two users included)

Other Price Tiers:

• Max: $229 per month (includes three users)
• Max Classic: Contact for pricing

Keap is comprehensive sales process automation software where workflows can be tailored for various needs like pipeline management and marketing campaigns. The CRM also includes proposal and payment processing tools in addition to standard deal and lead management. Not only does the CRM allow you to oversee all parts of your sales process, from prospecting to revenue collection, but the design tools are simple for creating all automated workflows.

Keap advanced automation builder (Source: Keap)

Key Sales Automation Features:

• Excellent voice-over-internet-protocol (VoIP) integrations for sales reps to contact leads and existing customers seamlessly
• Salesflare has a data enrichment feature that automatically gathers lead and company information from various online channels
• Salesfare built-in email finder helps reps find email addresses quicker straight from LinkedIn, during contact import, on Salesflare’s individual contacts, and from a high-volume contact list using the bulk actions
• Straight from the LinkedIn sidebar
• Tracks pages people visit on your website, date, and duration upon installation of the sidebar and website tracking script

Starting Price: $29 per user, per month, billed annually

Other Price Tiers:

• Pro: $49 per user, per month, billed annually
• Enterprise: $99 per user, per month, billed annually Contact for pricing (from 5 users)

Salesflare is an excellent option for voice-over-internet-protocol (VoIP) integrations. Sales agents can use this platform for prospecting and sending out automated email campaigns and create email sequences. The platform also provides a straightforward pricing structure from basic to premium plans, which are exactly as listed on the website.

Salesflare email workflow creation (Source: Salesflare)

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Salesflare email workflow goal setting (Source: Salesflare)

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Key Sales Automation Features:

• Sales forecasting through artificial intelligence (AI) analysis of historical trends and current data
• The Actions Engine and reporting features improve cadence and efficacy of sales processes as sales managers easily monitor the actions taken and find out the best practices of top sales reps
• Automated pipeline intelligence that will report conversions, effectiveness at each sales pipeline stage, and next-step recommendations to finalize each deal
• Data enrichment tools for keeping integrated data up to date automatically
• Automated direct data sync and data flows between InsightSquared and CRM systems

Starting Price: Contact for quotes

InsightSquared helps revenue operations teams uncover insights and make decisions. It integrates with other sales automation platforms like CRMs and tools storing lead data, pools the information into one system, and provides AI-driven analysis. Users can perform many functions like phone conversation insights, sales forecasts, pipeline analysis, dashboard reporting, and guided selling that prompts the next activity steps you should follow for each deal.

InsightSquared forecast notification (Source: InsightSquared)

Key Sales Automation Features:

• Users can use the chat feature to obtain accurate information about their historical or current sales and other business data as a self-service or governed BI
• Prebuilt data modeling templates that let you quickly connect to databases, identify patterns, and make predictions
• Automatic data sync through embedded analytics that update dashboards and report metrics from other sources in real time
• Connect data flows between applications that sync contact data and share insights with users in tools like Slack, Salesforce, and Airtable

Starting Price: Contact for quotes

Looker is a Google Cloud product that offers versatile intelligence to teams in all business roles. It’s a full data management platform that lets you connect with third-party tools and databases for data modeling, forecasting, and embedded analytics that auto-updates dashboard metrics in real time. The best thing about Looker is that it comes with prebuilt data modeling templates, which take care of much of the preparation work when uncovering data trends and patterns.

Looker chat feature (Source: Looker)

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Looker sales analytics (Source: Looker)

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Key Sales Automation Features:

• Forecasting and budgeting analytics by connecting sales, operations, and other business tools into a single source of truth
• Collaboration and automated approval tools that allow various users to submit, assign, approve, or make notes on budgetary requests
• Automated data flows from integrated CRM systems that sync data on performance, activity, and deal records to report and analyze in Phocas

Starting Price: Contact for quotes

Phocas Software takes automated sales forecasting a step further by incorporating budget tools into the mix. This not only lets you integrate outside tools to collect and analyze data that generate the forecast but also plans out capacity, inventory, and operations growth to scale the business. The most notable capability is the budget collaboration tools, where teams can automatically request budget increases to numerous stakeholders for fast approval or rejection.

Phocas sales analytics dashboard (Source: Phocas)

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Phocas sales performance review (Source: Phocas)

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