Automation is influencing the way we do things in different industries. And sales are no exception to this.
According to research, almost 41% of sales reps' time goes into non-revenue generating activities such as sending follow-ups, managing pipelines, scheduling meetings, or sending invoices.
Different tools can automate these activities and help sales teams regain their time and productivity.
But, what exactly are sales automation tools?
Sales automation tools empower businesses to automate repetitive tasks and streamline their sales process, right from prospecting and lead acquisition to closing deals.
Many tools offer end-to-end sales management solutions, while others can help you with a specific part of the sales process, such as creating proposals, generating leads, or reaching out to potential customers. Using FHIR solutions can significantly improve your sales automation tools, making your sales process more efficient and effective.
Let’s take a look at some of the benefits of sales automation tools made by top automation companies.
More than 30% of sales-related activities and tasks can be handled using sales automation tools, according to McKinsey’s research.
These activities include administrative tasks, pipeline management, forecasting, invoicing, regular follow-ups, and reporting. Automating these tasks allow sales reps to focus more on managing clients and closing deals.
According to the same report, there is a high correlation between the time sales reps spend with customers and sales productivity.
High-performing sales reps spend 20 to 25% more time with customers than lower-performing sales reps. This means companies that are automating non-customer-facing activities, such as administrative tasks, will free up more time for their sales reps to focus on customer-facing activities, ultimately boosting sales productivity.
According to Hinge Research Institute, companies that implement automation in their sales process generate around 16% more leads compared to those that use no automation.
According to Salesforce research, sales teams that use intelligent capabilities experience 10.5 times more positive impact on forecasting accuracy than those teams who are not using it.
Now, let’s take a look at our best picks for sales automation tools. There are a lot of sales automation tools out there that can make it difficult for you to choose the right tool for you. So, in this article, we have discussed the 23 best sales automation tools you should look for.
Better Proposals is the best sales automation software for online proposal creation. It helps small businesses and freelancers create stunning business proposals, streamline their sales process, and close more deals.
You can create proposals, quotes, brochures, client sign-offs, contracts, agreements, info sheets, and statements of work with ease.
You can choose one of 200+ free ready-made templates and send your documents in minutes. Moreover, you can also track your proposals and get real-time updates as your clients read, sign, and pay.
Since our documents are web-based, you can utilize the digital signature option, as well as payment integrations which allow your clients to pay through the proposal itself.
Better Proposals also integrates with Zapier, popular CRMs, payment tools, live chat applications, and project management tools to streamline and automate your sales process by connecting with your favourite applications.
Creating custom business proposals that look great on every device and help you win more deals quicker.
Better Proposals offers a 14-day free trial while its paid plan starts at $13 per user per month when paid annually.
Kommunicate is a customer support automation platform helping you build live chat and chatbots for your website.
Traditional customer service needs a serious overhaul, and Kommunicate envisions a solution to this problem using a human + chatbot hybrid model.
Kommunicate’s Kompose chatbot uses a simple block builder to build your conversations.
You can build a fully functioning chatbot in a matter of minutes with Kommunicate. What’s more, as you are building your bot, you can see a preview of it on the right-hand side.
Kommunicate also integrates well with messaging platforms such as WhatsApp, Facebook, Line, and Telegram.
Use automation to manually resolve dormant conversations, automatically hand off conversations to humans in case the bot is unable to answer a question, and bring more leads into your sales pipeline.
Codeless Bot Integration
Custom Bots
Webhooks & API
Bot-human Hand-off
Smart Rich Messaging
Conversation Auto-resolve
Lead Collection
Push Notifications
Omnichannel Support
CSAT Ratings
Integrate with Zendesk, CRM, CMS,
Kompose bot builder: Easy-to-use bot builder that lets you build a chatbot in a matter of minutes. It cannot get simpler than this!!
An impressive list of integrations.
Stellar customer support, available to you over the phone, email, and live chat, along with detailed documentation.
Lite: $100/month for 500 conversations. Includes two seats.
Advanced: $200/month 2,000 conversations. Includes five seats.
Business: Custom pricing.
Overloop is a sales engagement platform that comes with outbound, inbound, and CRM capabilities.
Outbound features enable you to find emails using a LinkedIn extension or email finder, build prospects lists, create cold email campaigns, and automate workflows.
Overloop is popular for its CRM features that allow you to manage contacts' and organization's information, track sales pipelines, manage tasks, share notes, and attach documents.
You can also capture leads on the website via forms and engage with visitors in real time with a live chat feature.
Personalized cold email campaigns & automatic follow-ups
Email finder
Contacts management
Deals & pipelines
Workflow automation
Live chats
Web forms
Conversation inbox
Reporting & forecasting
LinkedIn extension
Integrates with popular tools
Offers the best sales CRM for organizing and managing contacts.
Overloop offers a 14-day free trial which gives you access to all features while its paid plan starts at €399/user/month.
Leadfeeder is a B2B lead generation platform that can help you generate leads by seeing which companies visit your website. It is built for salespeople, marketers, and agencies.
This sales automation software helps you identify website visitors, filter high-potential leads, find their contact details, and send qualified leads directly to your CRM.
Leadfeeder also integrates with all major CRM and marketing automation tools.
The premium plan is a bit costly for small businesses, especially if your website doesn’t receive much traffic. However, it is a value bet for high-traffic websites that can afford the premium version.
B2B Lead generation
Website visitor tracking
Sales prospecting
Account-based marketing
Integrates with Salesforce, Pipedrive, HubSpot, Google Analytics, and many other applications
Leadfeeder is best for generating leads from your website traffic without using any forms.
Leadfeeder offers a free version with limited features and a 14-day free trial for its premium version. Their paid plan starts €99 per month paid annually.
Pipedrive is an all-in-one sales CRM platform suitable for teams of all sizes. It helps you manage leads, automate repetitive tasks, create personalized email campaigns and generate customized reports.
You can generate leads from the website via chatbots and web forms.
Furthermore, you can visualize your sales efforts with pipelines and deals. It also offers a mobile app to access your sales data on the go from any device.
Lead management
Chatbot & web forms
Contact management
AI sales assistant
Workflow automation
Personalized email campaigns
Meeting scheduler
Customizable reporting
Revenue forecasting
Invoicing & billing
Integrates with a large number of tools
Pipedrive is best known for its simple user interface, ease of configuration, and fair pricing that make it stand out from other sales CRMs.
Pipedrive offers a 14-day free trial, while the paid plans start at $14 per user per month when billed annually.
Clearout email finder and email verification tool works towards discovering leads, validating your email database, lowering hard bounces, and improving deliverability rates.
This sales automation software has been created to improve sales and marketing efforts by simplifying the way to discover and reach ideal prospects via emails.
1. Create your own accurate email list: use Email Finder to fetch the pre-verified email address of all your prospects just by their name and the name of the company/domain.
2. Verify existing customer data: Use the bulk Email Verifier to verify a huge volume of email addresses with 98%+ accuracy.
3. Verify each new entry on the spot: use real-time Email Verification to ensure each new customer/subscriber is a valid one.
Clearout is the market leader for accuracy and best-in-class support services. Unique features like guaranteed email deliverability, email/domain whitelisting and blacklisting, Google sheets Add-on, anti greylisting etc make Clearout the best sales automation software.
Clearout offers a free plan worth 100 credits, which can be used for validating 100 emails or finding 25 email contacts. You can choose from pay-as-you-go which starts with 5000 credits for $35 or monthly/yearly subscription packages starting from 3000 credits.
Growbots is an outbound sales platform that brings prospecting and outreach in one place.
It helps you find potential customers from your target market, instantly find their contact details, create personalized email campaigns, and send automated follow-ups.
Growbots claims to have access to over 100 million contacts under its self-updating database and a bounce rate below 10%.
You can contact the right decision-makers through their social media profiles, direct email addresses, and phone numbers.
Moreover, you can also monitor your open rates, click-through rates, and positive response rates.
Sales prospecting
Email personalization
Automatic follow-ups
Multichannel sequences
A/B testing
Insights & reporting
Integrates with Zapier, Salesforce, and HubSpot
Growbots is best for its ability to find prospects and send personalized automated emails from one place. Quick customer service makes them stand out from other prospecting and outreach solutions.
Growbots offers a free plan that lets you try out its capabilities. It starts you off with three campaigns and up to five steps in a sequence. They also offer two paid plans, starting at $29/month for 100 emails a day.
Yesware is a sales engagement platform that allows you to manage your email outreach campaigns directly from your Gmail or Outlook inboxes.
The sales automation software allows you to track email opens, link clicks, and attachments. You can save top-performing emails as templates and reuse them later.
Also, you can also create multi-touch, multi-channel campaigns, and send automated follow-ups.
It enables you to schedule meetings smoothly without back-and-forth emails.
The tool also gives you a report on daily activity, engagement data, and outcomes which can help you understand what’s working and what’s not.
Email tracking
Multi-channel campaigns
Attachment tracking
Meeting scheduler
Reporting & analytics
Outlook add-on
Gmail Chrome extension
Salesforce & LinkedIn integration
Yesware is best for tracking email engagement (opens/clicks) in real time and creating email templates. Another thing that makes it stand out is that it works seamlessly with Gmail and Outlook.
Yesware offers a free forever version with basic features while its paid plans start at $15 per seat per month when billed annually.
Account Intelligence by Demand Science is a B2B lead generation platform that empowers sales and marketing professionals to identify active prospects, find their contact details, connect with decision-makers, close more leads, and acquire new customers.
The sales automation software claims to have more than 70 million contacts in its database.
Account Intelligence focuses on providing advanced and actionable B2B data which includes company details, contact data, technology insights, and buyer intent.
This app also helps increase the productivity of your sales team by eliminating manual prospecting work and streamlining the sales process.
B2B lead generation
Sales prospecting
Custom audience builds
Pre-built datasets
Data enrichment & verification
Account Intelligence is best for finding high-quality B2B leads with the most accurate data.
Easy onboarding and highly responsive customer support separate them from other lead-generation platforms.
Account Intelligence offers personalized pricing.
Pega sales automation is an AI-powered intelligent sales automation platform built for healthcare, financial services, and insurance firms.
This sales automation software helps you get opportunity insights with artificial intelligence through guided selling and taking relevant actions at the right time.
It integrates with Outlook and G Suite which helps you get real-time insights directly in your inbox.
Its AI and natural language processing analyzes emails, triggers suggested actions and automatically syncs email and calendar activities. AI-enabled features provide an accurate forecast for upselling, cross-selling, and repeat purchases.
AI-guided selling
Lead management
Contact and account management
Intelligent sales forecasting
Sales chatbot
Knowledge management
Opportunity management
Email & calendar integration
Partner relationship management
AI sales coach
The use of artificial intelligence in sales automation separates Pega from other solutions.
Pega Sales Automation offers personalized pricing.
Autoklose is an all-in-one B2B data and sales enablement platform built for entrepreneurs, sales, and marketing teams.
The sales automation tool helps you target the right prospects from the database of more than 8 million verified B2B leads, engage with them by sending out tailored email sequences, monitor the performance of your campaigns, and ensure optimal results with built-in performance testing.
It gives you the option to choose between regular and drip campaign modes. The database of B2B leads gives you access to information like roles, levels, experience, email addresses, phone numbers, etc.
However, it doesn’t offer multichannel sequences including LinkedIn touches, phone calls, or other custom tasks in your email sequences.
B2B lead generation
Email campaign management
Tracking & real-time reporting for emails
Sequence templates for emails
Contact management
Team management
Integrates with Zapier, Calendly, Salesflare, and many other applications
Best for generating high-quality B2B leads, setting up automatic email outreach campaigns, and boosting your open rates.
Autoklose offers a 14-day free trial while its paid plan starts at $59.99 per user per month.
Reply is an all-in-one AI-powered sales automation platform that offers all the tools SDRs and sales reps need right from finding prospects to closing deals.
You can find prospects on LinkedIn or Sales Navigator using the Chrome extension and add them directly to your outreach sequence or save them to a list.
It allows you to engage across multiple channels by combining emails, calls, LinkedIn, SMS, and WhatsApp into a multichannel sequence to reach your prospects.
Reply also allows you to book meetings with prospects, create emails and follow-ups with an AI email assistant, manage contacts, collaborate with teams, and automate workflows by integrating with various tools.
LinkedIn email finder
Email & phone validation
Email warm-up
Multichannel sequences
Appointment booking & calendar
Workflow automation
AI email assistant
Contact management
Team collaboration
Reporting & analytics
Best for
Multichannel sequences, integrations with popular CRMs like Salesforce, HubSpot, Pipedrive, and quick customer support make it stand out from other all-in-one sales automation solutions.
Reply offers a 14-day free trial while its paid plan starts at $49 per user per month.
Datanyze is a B2B lead generation platform that helps you find and connect with B2B sales prospects in minutes.
With its Google Chrome extension, you can get contact information such as email addresses, and direct-dial phone numbers directly from LinkedIn profiles and company websites.
It claims to have a database of 84 million email addresses and 63 million direct-dial phone numbers. It is one of the most cost-effective solutions for B2B sales prospecting as compared to others.
B2B lead generation
Find contacts from LinkedIn and company websites
Manage and export contact lists
A huge database of B2B contacts
Datanyze is best for building a prospect list with intelligent data insights such as company details and what technologies they use.
Datanyze offers a 90-day free trial while its paid plan starts at $29 per month.
Freshsales is an all-in-one sales CRM platform that helps you generate leads from your website, engage with them across multiple channels, gain AI-powered insights, nurture relationships, and close deals.
The way this automation software works is by helping you generate leads from your website with its AI-powered chatbots and customizable web forms.
You can engage with leads via phone, email, chat, SMS, and focus on the best opportunities with predictive lead scoring.
Its AI-based deal insights help you improve sales conversations and close deals faster. You can also collaborate across teams in real time with Slack integration.
Customizable CRM
AI-powered lead gen and e-commerce chatbots and web forms
Track page visits and actions
Personalized outbound campaigns
Multichannel communication via phone, email, chat, and SMS
Workflow automation
Pipeline management
Sales forecasting
Contact management
Custom sales reports
Integrates with various tools
Customizable multifunctional CRM, user-friendly interface, easy onboarding, and fair pricing make it stand out from other all-in-one sales platforms.
Freshsales offers a free version and 21-day free trial while its paid plan starts at $9 per user per month when billed annually.
Sales Creatio is an end-to-end sales management platform that helps you manage complete sales cycles from generating and nurturing leads to the successful closure of deals.
You can automate B2B and B2C short and long sales cycles using built-in best practice sales processes or create custom ones with low-code tools.
It also offers goal-setting, forecasting, and analytics functions to track your sales performance.
Collaboration tools allow you to communicate with your teams and customers via email and direct calls. It also offers project management functionality with which you can manage multiple projects, set project deadlines, manage costs, and assign tasks.
Contract Management software provides necessary insight into contract data, facilitates collaboration between parties, and saves time and cost with negligible risks.
Contact management
Lead generation
Opportunity management
Business process management
Document flow automation
Sales forecasting
Field sales management
Orders & invoices
Contract management
Product management
Project management
It offers low-code development tools to create customized workflows for your sales process. Its ability to adjust processes to meet every business need is why Creatio stands out.
Creatio offers personalized pricing based on added products and support plan.
Outreach is a sales automation platform that combines sales engagement, conversation intelligence, and revenue intelligence into one platform.
The sales automation software lets you leverage email sequences and templates, schedule one-click customer meetings, view team analytics, and create seamless workflows by connecting your sales and marketing solutions.
It can cause issues while integrating with your existing CRMs such as HubSpot or Salesforce.
Deal management features enable you to record calls in real-time, track buyer engagement, manage documents, and monitor deal status on a single dashboard.
Workflow automation
Opportunity management
One-click meeting scheduler
Sales dialer
Sentiment analysis
A/B testing
Team analytics
Deal management
Buyer engagement tracking
Sales forecasting
Analytics and reporting
Rep productivity scoring
Third-party integrations
Outreach is best for creating automated cold outreach campaigns and tracking outreach performance.
Outreach offers personalized pricing based on package and features added.
Mixmax is a sales engagement platform built for Gmail. It allows you to track email engagement, receive alerts, chat & collaborate on emails, embed polls & surveys in emails, call prospects, and schedule one-click meetings with a meeting scheduler.
The sales automation software also enables you to automate workflows and schedule email sequences.
Email tracking in Gmail
Alerts & notifications
Chat from inbox
Create link previews
Phone dialer for Gmail & Salesforce
Embed polls & surveys
Schedule one-click meetings
Automate workflows
Schedule email sequences
Integrates with Salesforce, Pipedrive, Slack, and other applications
Mixmax is best for scheduling email sequences and tracking engagement without leaving your Gmail inbox.
In addition to their free plan, Mixmax offers individual plans starting at $34/user/month and team plans starting at $199/month for five users.
EngageBay is a highly affordable sales automation software geared towards small businesses, startups, and solopreneurs.
This sales automation tool is an all-in-one platform that also offers marketing and customer support tools.
With EngageBay, you can place calls directly from the CRM, manage multiple deal pipelines, analyze proposals, automate sales processes, and schedule appointments quickly.
Deal management
In-CRM telephony
360-degree contact view
Task management
Multistep sales automation
Proposal analytics
Call records and scripts
Account-based marketing
Conversational inbox
Predictive lead scoring
Appointment scheduling
Email tracking
Social Suite
Live Chat
EngageBay is widely known for its comprehensive tools at highly affordable prices – making it an ideal software for SMBs, startups, solopreneurs, and NPOs.
EngageBay offers a free forever plan with a suite of powerful tools. The paid plans start at $14.99/month paid yearly.
Integrately is a 1 click integration platform that helps automate not only the sales process but also any other business processes in a matter of minutes.
You can use it to automate several sales workflows like:
Creating new leads in your CRM from webinar registrations
Adding new contacts to your mailing list
Creating new deals in your CRM
Generate quotes and send them to your customers
Creating invoices in your accounting software
Sending follow-up emails and tasks to your sales team
Assigning tasks to team members when a lead is created
Sending thank you emails to customers post-purchase
Updating your customers in real-time about their order status
Easy to use UI
No learning curve
1 click integration
850+ apps supported
No coding or technical skills required
Affordable pricing
8000+ ready-to-install automations
Works equally smoothly on mobile, as well as the desktop version
Sales teams who want to save time on manual data entry and focus on selling.
It can help capture and manage leads, automate email campaigns for reselling/upselling/ follow-ups, manage CRM, and much more.
It comes with a free plan that offers 100 single step automation tasks. There are also four paid plans to choose from:
Salesmate is one of the best CRMs with sales automation software to engage with your prospects, boost sales, and create personalized experiences for every customer.
This sales automation tool offers one of the best sales automation features. It is a unified customer journey platform to generate more leads, engage with your prospects, automate different processes, and effectively sell your products and services.
You can automate your process and shorten the entire sales cycle. It is an ideal solution for your super busy sales reps. It offers features like sales pipeline management that can help you get a 360-degree view of your deals.
Moreover, workflow automation can automate tasks such as data entry, lead assignment, activity tracking, and more. Salesmate also makes it easy to create great customer experiences through email automation.
Task automation
Sales automation
Sales sequence
Contact management
Sales reports
Build-in calling and texting
Salesmate is a single platform that helps create personalized experiences across marketing, sales, and service touchpoints across all channels – email, text, chat, web, calls, and eCommerce.
It enables users to generate more leads, close more deals, and build lasting customer relationships.
Basic: $29/month
Pro: $49/month
Business: $79/ month
Enterprise: custom pricing is subject to requirements
OptinMonster is a conversion optimization toolkit that enables companies to grow their email lists, generate new leads, and increase sales. You can use pre-built templates to create visually appealing offers, and also personalize their behaviour based on custom segments.
This sales automation tool helps increase revenue by optimizing the sales funnel for better conversion rates.
OptinMonster also provides real-time stats on your lead-generation campaigns. You can simultaneously split-test all your ideas to improve conversions.
Beautiful Lead Capture Forms
Multiple Form Types
A/B Testing Made Easy
Exit Intent Technology
Page Level Targeting
Redirect Traffic
Advanced Analytics and Insights
Onsite Retargeting and Personalization
Unfortunately, OptinMonster does not offer a free trial, but does provide a 14-day money-back guarantee. The Basic plan starts at $18 per month.
Appy Pie Chatbot is a no-code chatbot builder that lets you create a chatbot for your website in minutes.
You can use this chatbot builder to create a chatbot that will help you streamline your sales process from prospecting to lead acquisition to relationship nurturing and closing.
It provides a wide range of features for creating a chatbot that is tailored to your specific needs.
With Appy Pie Chatbot, you can create a chatbot for your website without any coding knowledge. All you need to do is sign up for an account and start building your chatbot.
You can use Appy Pie Chatbot’s drag-and-drop interface to build your chatbot’s conversation flow. Once you are done, you can publish your chatbot on your website with a single click.
Cloud-based platform
Visual chatbot builder with a drag-and-drop editor
Hundreds of ready-to-use templates for a variety of purposes
Integrations with other platforms
Reporting and chatbot analytics
The best marketing tool for those looking to automate customer communication in order to generate high-quality leads.
Appy Pie Chatbot offers a 7-day free trial, while the paid plan starts at $11 per bot per month.
SleekFlow empowers the future of social and commerce. Transform business by merging chat and sales and build an unstoppable ecosystem of chat commerce.
This sales automation software enables a comprehensive customer journey across SMS, live chat, and major social and messaging services like WhatsApp, Facebook, Instagram, or whatever your clients prefer.
Streamlining the whole commerce process with social and sales all in one to breakthrough your sales growth limits.
All-in-one Inbox
Social CRM
Campaign
Automation
Payment Link
Integration
Businesses that engage with customers, especially to sell, convert & support better on your customer’s favourite social messaging chats
SleekFlow offers an unlimited exploration period before you sign up for a paid plan. Paid plans start at $199 per month.
ApiX-Drive is a no-code tool for creating integrations and automating workflows. This service offers users the functionality to combine various systems and applications (CRM, instant messengers, CMS, chatbots, Google services, Email and SMS marketing programs, task managers, etc.).
The ApiX-Drive online connector features an intuitive interface and a simple, linear setup process. You can create integrations without special knowledge and skills.
Online sales are closely related to data manipulation. Leads received on the website or in social networks are important to process quickly. The result is quite a lot of repetitive operations, which come down to synchronizing data in different applications and implementing simple actions.
The vast majority of these routine tasks can be automated using the ApiX-Drive online connector. If you set up integration between systems, you can forget about manual data transfer. Also, using the service, you can easily set up notifications in messengers about new leads, download statistics from Facebook or Google Analytics, etc.
Easily set up integrations via the web interface;
Implementation of workflow automation without special knowledge;
Saving up to 50% of working time due to the elimination of routine operations;
400+ ready-made integrations, the list of which is regularly expanded;
Ability to create both simple links between two systems and complex automated chains.
The ApiX-Drive online connector is an effective assistant for representatives of the e-commerce sector and Internet marketers. This service takes care of most of the routine data operations and allows you to focus on more important tasks.
Pricing
Basic Plans:
There is also a free trial period for basic and premium plans.
Choosing the right sales automation tool according to your needs can be a daunting process as there are so many options available for you to choose from.
We have covered all types of tools right from complete end-to-end sales management solutions to those that are specialized in specific parts.
If you are looking for a solution that will help you create stunning business proposals, then Better Proposals is the only best option available for you. It can help you create proposals in minutes without any design skills.
If you are looking for the best sales CRM solution, then you can choose between Pipedrive, Overloop, or Freshsales. On the other hand, if you want an end-to-end sales management solution then Reply, Outreach, or Sales Creatio are the choices available for you.
For prospect and outreach from a single platform, Growbots or Autoklose can be perfect for you. If you are specifically looking for a B2B lead generation platform, then Leadfeeder, Leadiro, or Datanyze would be the perfect options for you.
And, if you don’t want to leave your Gmail inbox, then you can go with Mixmax or Yesware. That was our list of best sales automation tools.
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What if we told you you can get your proposal pricing section looking great, all calculations done automatically, plus interactive elements for your clients?
We’ll cover the most important benefits of proposal automation as well as give you actionable tips on how to create better-converting proposals.