Automation is influencing the way we do things in different industries. And sales are no exception to this.
According to Forbes, almost 65% 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.
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.
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 & organizations' 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.
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 €32 per month for one user when paid annually.
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.
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. Paid plan costs €79 per month.
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.
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 plan starts at $12.50 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.
The ways in which Clearout can be used to have clean and hot leads by your side:
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 trial 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 3000 credits for $21 or monthly/yearly subscription packages starting from 5000 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.
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 14-day free trial and three different paid plans.
The outreach plan costs $49 per user/month with limited prospecting features.
The all-in-one plan costs $199 per user/month with all features. They also offer a personalized onboarding and training boot camp plan for 3 months which costs $807 per user.
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.
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 plan starts at $15 per user per month when billed annually.
Leadiro 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.
Leadiro 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.
Leadiro 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.
Leadiro offers a free trial plan while its paid plan starts at $259 per month in which you get 5,000+ contact downloads per month.
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.
The use of artificial intelligence in sales automation separates Pega from other solutions.
Pega Sales Automation offers a free trial while its paid plan starts at $140 per user per month.
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.
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.
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 $70 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.
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 $21 per month when billed annually.
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 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 $15 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.
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 a 14-day free trial while its paid plan starts at $30 per user per month.
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.
Outreach is best for creating automated cold outreach campaigns and tracking outreach performance.
Outreach does not offer a free trial while its paid plan starts at $100 per month per user when billed annually.
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.
Mixmax is best for scheduling email sequences and tracking engagement without leaving your Gmail inbox.
Mixmax offers a free version with limited features, while its paid plan starts at $9 per user per month when billed annually.
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.
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 $11.99/month when billed biennially.
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:
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 200 single step automation tasks and Webhooks. Besides, there are 4 plans to choose from:
Salesmate is the best CRM 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.
Here are some other features that Salesmate offers:
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.
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.
Unfortunately, OptinMonster does not offer a free trial but does provide a 14-day money-back guarantee. The Basic plan starts at €9 per month when billed annually.
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.
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 $8 per bot per month when billed annually.
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.
Features
Businesses that engage with customers, especially to sell, convert & support better on your customer’s favourite social messaging chats
Begin SleekFlow from free with no expiration. Paid plans start at 79 USD per month with onboarding support included.
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.
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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We’ll cover the most important benefits of proposal automation as well as give you actionable tips on how to create better-converting proposals.