Best Sales Automation Tools
Best sales automation software systems are Zoho CRM, Salesforce, VipeCloud, Hubspot CRM, Pega Customer Engagement, and CRM. Reduce manual labor with these applications and automate sales processes.
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List of 20 Best Sales Automation Tools
#1 CRM & support solution for growing businesses
Salesforce makes it easy for small businesses and startups build stronger client relationships with an all-in-one sales and support solution that is easy to use, setup, and maintain - Best client management software with standard cost. Read Salesforce Reviews
Starting Price: Starting Price: $25 User/Month
Recent Review
"Best CRM Management Tool For Enterprises" - Sabish Chaurasia
monday sales CRM empowers sales managers and teams to take full control of their entire sales cycle, from collecting and tracking leads to communicating with clients. Automations remove repetitive work and streamline all sales activities helping to close deals faster. Learn more about monday sales CRM
Starting Price: Available on Request
Zoho CRM Application gives you a 360-degree view of your complete sales cycle and pipeline. It also has a open source version. Zoho CRM empowers small to large-sized organizations with a complete customer relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single business system. Read Zoho CRM Reviews
Starting Price: Starting Price: $10 User/Month
Recent Review
"Great software to track user information" - Rajan Panchal
Pipedrive is leading web-based Lead Management system loved by large number of sales teams. It is also a sales pipeline management tool to centralize the sales process arounf deals and helps team members focus on the right thing. Read Pipedrive Reviews
Starting Price: Starting Price: $12 User/Month
Recent Review
"Ultimate CRM for B2B Business" - Harshit
Oneflow automates the entire contract process from
Oneflow is a digital contract software that automates the entire contract process from creating to e-signing and managing, all in one place. Oneflow is loved and trusted by 1000s of customers worldwide. Learn more about Oneflow
Starting Price: Available on Request
NetHunt is a powerful CRM platform, especially useful for small and medium-sized businesses, as well as sales and marketing teams who rely on Gmail and other Google Workspace apps every day. Read NetHunt CRM Reviews
Starting Price: Starting Price: $30 User/Month
Recent Review
"Best CRM Integration I Have Ever Used" - Syed Farham
ZoomInfo sales intelligence software is an effective devaluation framework. It is your own research group, conveying warm leads every day, helping you produce more opportunities quicker. That's easy find contact lists looking for based on location, company and much more. Read ZoomInfo Reviews
Starting Price: Available on Request
Recent Review
"An excellent source for lead generation" - Rakesh S
Category Champions | 2023
Keap CRM is a fully featured Sales Automation software designed to serve SMEs, Startup, Agencies, Enterprises. Keap CRM provides end-to-end solutions designed for Web App. This Sales Automation software offers Acquiring new leads, Email marketing, Client management (CRM) at one place. Read Keap CRM Reviews
Starting Price: Available on Request
Recent Review
"Great value for many services in one" - Mindy Iannelli
Category Champions | 2023
HubSpot Client Management Software helps to business to keep the complete eye on each and every leads and touch point with those leads to track the lead status. Hubspot lead scoring system helps sales team reduce the time and efforts in filtering out the bulk lead. Read Hubspot CRM Reviews
Starting Price: Starting Price: $45 Per Month
Recent Review
"HubSpot CRM review" - Val R
| Pros | Cons |
|---|---|
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Easy navigation, Transparency, No hassels in data addition. Remarks added by anyone can be viewed by anybody in a sales heirarchy |
Faced only once con - lead source details had to be entered twice to register, despite adding the same at initial level |
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Automation and integration made easy |
need to fasten their customer response |
Category Champions | 2023
Field Employee Tracking and Sales Management
Delta Sales App is a Field Sales Automation & Employee Tracking App designed for distributors, manufacturers, wholesalers and companies who have field employees. With features like order reporting, customer management, employee tracking, attendance, beat planning and many more, it helps companies in increasing customer engagements, enhancing efficiency of field force, and reducing administrative tasks, which thereby boosts sales. Read DeltaSalesApp Reviews
Starting Price: Available on Request
Recent Review
"This Sales App helped me in sales increment " - Jagrit Pariyar
| Pros | Cons |
|---|---|
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The Live GPS Tracking of the employee is the features that impresses me among other features. |
Sometime it's difficult working offline, so just small recommendation to have a look at it |
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GPS tracking, order management, task management, expenses reporting, easy to use, all in one app, sales and distribution, salesforce automation. |
I would love to see in IOS version as well |
OutReachly is a great way to keep track of your sales pipeline to make sure that you are keeping in touch with your leads. It is a great way to keep track of your sales pipeline and make sure that you are keeping in touch with your leads. Read OutReachly Reviews
Starting Price: Starting Price: $14.99 Per Month
Recent Review
"Outreachly is an exceptional outbound business development platform." - Penny Atariwa
| Pros | Cons |
|---|---|
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I am very pleased with OutReachly and would highly recommend it for anyone who needs an effective tool for nurturing their prospects. It is an easy to use platform that helps save time and makes developing relationships much easier. |
I have nothing bad to say about the product. I was extremely satisfied with it. I found it to be a great deal considering its price, and it is an excellent product. |
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I highly recommend Outreachly for any business looking to streamline their B2B outreach efforts. As a recent user, I'm already seeing great results with Outreachly. The platform allows me to quickly identify qualified leads with specific titles, which has enabled me to quickly prioritize my efforts and focus on the most promising leads. Additionally, the customization options for the loop has been incredibly helpful in streamlining my outreach efforts. I'm very pleased with my experience and would highly recommend Outreachly to any business looking to improve their B2B outreach strategies. |
I think it's great! It's a reliable tool that performs its intended purpose very well. |
Category Champions | 2023
DotcomPal is an All-in-One, Marketing Automation
DotcomPal is an All-in-One, web marketing automation SaaS platform that has helped 16,500+ digital entrepreneurs eBook authors, digital artists, affiliates, marketing agencies, and SMEs with all the necessary tools required to sell, manage, and grow an online business. Read DotcomPal Reviews
Starting Price: Starting Price: $00 Life Time
Recent Review
"Best alternative for Clickfunnels funnel builder" - Tom Letham
| Pros | Cons |
|---|---|
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Funnel Builder |
The functionality of its funnel is awesome |
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Its features, 200+ drag and drop builder templates, Low cost, etc |
I don't find any cons |
Category Champions | 2023
A Sales Force Automation Software solution to help your business achieve its true potential. Modules Include Secondary Sales, Distributor Management(DMS),Primary Sales, Van Sales, Retailer/Dealer App, Modern Trade App. Read SalesDiary Reviews
Starting Price: Available on Request
Recent Review
"Superb app for what we requested in van sales operations " - Kabarnet mineral water company
| Pros | Cons |
|---|---|
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The various features and reports Live tracking of field sales |
Lighter on network use Make it more simple user centric like facebook and other Apps |
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The ease of making entries and the consistency of performance, even in low connectivity areas |
Initially the report reading is complex. You will have to spend quiet a bit of time to figure out the report format that works for you |
Emergents | 2023
A smart CRM that provides you with contact management, marketing automation, web analytics, telephony, newsletter management, 2-way emails, real time activity alerts, third-party integrations, and much more. Read AgileCRM Reviews
Starting Price: Available on Request
Recent Review
"Good CRM Software and best of customer service." - Ruslan Kostikov
High Performer | 2023
SalezShark is the next generation platform which gives businesses the power to build long lasting relationships with their clients. Its unique Relationship Cloud enables users to successfully turn their leads into customers in no time. Read SalezShark Engage Reviews
Starting Price: Starting Price: $8 User/Month billed Annually
| Pros | Cons |
|---|---|
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Simplicity in Design and the Essential automations/workflows. |
Email Marketing is just for mentioning, all the work is done through Mailgun, and the complexities of Mailgun are intact as it is. Additionally, nothing for email automation. |
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Ease of use & Simplicity |
Inventory & Invoice Management |
Contenders | 2023
The Next Generation Pharma CRM for Indian Pharmaceutical companies with customer centricity at the core. Trail is India's only Pharma CRM with intelligent capabilities like Smart Tour Plan, Smart CLM, Primary and Secondary Sales automation and truly innovation driven Sales Force Effectiveness & Automation system combined. Read Trail Pharma CRM Reviews
Starting Price: Available on Request
Recent Review
"Nice software which excels business" - V Yuvaraj
| Pros | Cons |
|---|---|
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All in one |
Nill |
Category Champions | 2023
LeadSquared is a complete customer acquisition platform for businesses. It combines the features offered by both CRMs as well as Marketing Automation software, and thus brings your Sales and Marketing teams on the same page. Read LeadSquared - CRM Reviews
Starting Price: Starting Price: $17.36 User/Month/Billed Annually
| Pros | Cons |
|---|---|
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Implementation Partner, Workflow & UI |
Sales Team's Unprofessionalism, Lying to customers, Going back from what they promised to us on paper. |
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Its advanced search filter options |
Fetching any report on leadsquared can be improved. |
High Performer | 2023
Vtiger is a one of the best web based CRM software for small & medium business of India and startups with built-in features of email marketing, activity and project management & much more. Online CRM software can also act as a mobile CRM & the downloadable version can be used as a Free CRM. Read Vtiger CRM Reviews
Starting Price: Starting Price: $10 User/Month
| Pros | Cons |
|---|---|
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- Cloud based, access from anywhere - Easy and intuitive dashboard - Able to customize modules, its fields and options as well - Able to create modules from scratch with correlating workflows - There is rarely any downtime or maintenance issue - Mobile app is available for Android and iOS device |
- I would like to see is the ability to report across more modules - For some issues and requirements, the development time takes quite long |
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Everything is amazing. However, it is highly affordable, which make it suitable for small businesses. |
There is no much to mention as a drawback. However. the installation is not as straightforward as possible. |
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Super-easy solution for you! Say goodbye to complicated CRM systems, and hello to our intelligent Sales Software that makes prospecting easy. Multiple roles eg. Owner, Admin, Team Manager, Agents. Read Sales Simplify Reviews
Starting Price: Available on Request
Recent Review
"Create your workflow in no time" - Sham Nasari
| Pros | Cons |
|---|---|
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I liked the visual workflow building feature of this software the most. |
I feel everything is perfect for me. |
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I'm really impressed with the Leadbot feature of this software. It makes it so much easier to generate leads from the website. On top of that, the user interface is great - it's easy to use and looks really clean and modern. I definitely recommend it to anyone who wants to generate leads quickly and efficiently. |
Nothing. Everything is fine for me |
Category Champions | 2023
RevOps-enabling, AI-driven automated customer relationship management software that empowers businesses to automate entire revenue operations including Sales, Marketing, Customer Support, and Customer Success to reduce revenue leakages and shorten the sales cycle. Read Corefactors AI CRM Reviews
Starting Price: Starting Price: $16.65 Per User Per Month
Recent Review
"Nice but work hard to get " - Sagar
| Pros | Cons |
|---|---|
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Yes the product is easy to ues |
Product can deliver slow |
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They offer a complete solution for lead and campaign management. Awesome service and friendly team. |
No Cons |
Recent Review
Until 31st Mar 2023
A business stays afloat with a steady flow of potential customers and clients. No matter what industry you are in, selling is always very competitive. So, you need to invest in a sales automation tool to automate the entire sales flow and get the best results (read revenue) for your business and team.
Best sales automation tools make sales reps' jobs easier and let them focus on their strong suit, selling. With that in mind, we present a detailed review of US's best sales automation tools in 2023.
We've also added a detailed guide on choosing the top sales automation tools.
What is a Sales Automation Tool?
Sales automation tool enables sales reps to automate repetitive manual tasks, the entire sales flow, and focus more on customers to increase conversion rate. A sales automation tool is essential for growing businesses that want to automate and simplify their business processes.
With a Sales automation platform, you can:
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Manage sales pipelines
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Automate follow-ups
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Reduce response time
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Train sales reps for increased productivity
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Provide consistent sales data
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Send payment reminders and invoices
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Reduce cost
Organizations usually combine sales automation tools with existing CRM platforms, marketing automation tools and email marketing software to streamline their marketing and sales efforts.
Essential Features of Sales Automation Tools
Sales automation tools must provide the right features to help employees close more deals. Let’s take a look at the crucial features of sales automation tools.
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Sales Pipeline Management
Efficient sales results come from a visual sales pipeline that displays the location of each sales opportunity. You can automatically upgrade prospects depending on triggers, saving your team the time and labour of manual work. Ensure you get a sales automation tool to personalize the pipeline's stages in compliance with your sales process.
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Customer Relationship Management (CRM)
CRM is a necessary platform for every company. It remains at the core of all processes. If your sales automation software has a CRM, it’ll simply communicate across all the teams. It’ll help your team identify and improve ineffective practices.
Moreover, a robust CRM Software will facilitate manual processes to reduce the data entry burden of the sales team.
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Automated Calling
Your sales team needs to make a lot of phone calls every single day. This effort can be reduced by automating the calling process with a power dialer or Sales dialer.
Your team can set up the auto-dial feature with a single button. So, it’ll help your team to block out the time for warm calling
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Lead Qualification & Scoring
One essential component of sales automation systems is lead qualification. By allocating a score depending on the possibility and potential of conversion, it enables you to concentrate on more relevant prospects. By assisting you in identifying potential customers with the true intention of making a purchase, effective lead qualification helps you save time and resources.
You can set up different criteria for lead scoring and automate it to streamline the entire lead scoring and qualification process
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Notifications
Your sales team's outreach depends on these timely updates. Your sales team can track different prospects that are actively interacting with your company and connect with them immediately.
Notifications are beneficial when earlier dormant prospects begin to interact with your website once more. Your team can be prepared to continue the conversation where it ended
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Document Management
If your sales automation tool has document management capabilities, it’ll be a great choice for you. With a document manager, your team can understand the sales content that works and the ones that need improvement.
You can monitor activity in the document management tool when your team sends content to a prospect. You can, for instance, see who is reading and sharing it within the prospect's company.
You can ensure that you have buy-in with the organization if you notice a lot of sharing and interaction from top-level individuals. On the other hand, you won't have much buy-in if you provide a proposal or document and receive no interaction or sharing
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Integrations
Choose a tool that works well with many different applications. It will make your work more efficient and enable you to handle and centralise every data. You won't have to be concerned about updating your data across many platforms if you choose a solution that provides a broad range of robust integrations.
What are the Benefits of Sales Automation Tools?
Sales automation software is highly beneficial in boosting team productivity and helping companies scale their sales processes. Here are some of the main benefits a sales automation tool provides -
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Increased Productivity
Sales automation tools take the burden off of sales teams, so they can focus solely on selling, thus increasing productivity.
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Boost in Sales
As these tools automate the entire sales flow efficiently and provide qualified leads, organizations can successfully close more deals.
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Consistent Sales Data
Sales data need to be relevant without any discrepancy. Sales automation tools keep your prospect data on point and error-free.
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Deal Management
Sales automation tools ensure no missing steps or miscommunications with your prospects.
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Call scheduling
Sales automation tools ensure you don't miss a meeting, call, or follow-up with your clients. It also offers a call/meeting scheduling feature to book meetings easily.
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On-Time Reporting
You don't need to create manual reports. Instead, you can report anytime to your manager with the help of the CRM. It also helps generate live analytics of your campaigns.
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Smooth Communication
Sales automation tools keep everything in one place, making collaborations easier. It also encourages faster communication.
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Cost-Effective
These tools save you from the hassle and cost of hiring multiple sales reps to keep the sales flow up and running.
Factors to Consider When Choosing the Best Sales Automation Tool
Getting a sales automation software is an important decision; hence you need to consider various elements. Below are the key factors to consider while choosing the right sales automation tool -
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User Interface
The platform's user interface controls how you interact with and use the software. The user interface must be simple and easy to understand, with a little learning curve.
Ask the vendor if they offer a demo (or a free trial). Look for navigation alerts that explain the features and functions when you hover over specific fields while taking a free trial or a demo
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Data Enrichment
Look for a data enrichment feature when purchasing a sales automation tool. It is always preferable to have more details about your prospects, such as their company's size, industry, job title, social media links, the current technology they employ, and so on. When you reach out to potential customers with enough information, it will make you appear more credible.
You can filter data from many sources using sales automation solutions to ensure you only have the most pertinent information available. You'll find it useful when speaking with potential customers. They will be appreciative that you took enough time to know them well
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Meeting Scheduler
If things go well after you reach out to prospects, there is a good probability that you will schedule an in-person or online meetup. Traditionally, you would have to exchange emails for settling on a time and day that works for you and the prospect.
It will be simpler to arrange a meeting if your tool provides a meeting scheduler. You need to provide the prospects with a link to your calendar, from which they can choose a time and day
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Integrations and Features
Examine the platform's features and integrations. It'll be a good idea if you try platforms with various features, even those you won't use or need, to help you identify the ones that will be most beneficial to your company. Consider your current technology and ensure that the software solution integrates with it.
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Customer Support
You want committed technical support to assist you when installing new software in the organization. Make sure you think ahead about the type of support you want, including phone, live chat, or email and the level of support like generic, dedicated, and 24/7 helpline.
Customer service often varies depending on the provider. Know the response times and the types of support and resources offered by the company so that you can resolve your issues
6 Best Sales Automation Software & Tools in the US
Below is list of the top 6 sales automation software. You can compare them based on the features and pricing plans.
1. Pipedrive
Pipedrive is initially a reliable CRM platform that offers end-to-end sales automation. It enables you to track the entire sales pipeline and offers excellent deal management.
This tool offers more successful sales with its intelligent recommendations and sales process optimization. Moreover, you can automate the entire sales flow or a few steps from it with custom triggers.
It comes with an AI-powered sales assistant that offers intuitive recommendations and relevant insights. Also, you can nurture your leads through its email campaign automation.
The best thing about Pipedrive is that you can integrate it with a multitude of business applications, such as cold emailing tools, marketing automation tools, cadence tools, etc.
Ideal For
Pipedrive is best for small and medium businesses that are looking for an inexpensive CRM with an in-built sales automation tool.
Standout Features
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AI-powered sales assistant
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Email campaign automation for lead nurturing
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Deal management and tracking
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Third-party integrations
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Custom reporting dashboard
Pricing Plans
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Essential: US$ 9.90 per month
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Advanced: US$ 19.90 per month
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Professional: US$ 39.90 per month
2. Snov.io
The second-best sales automation tool is Snov.io. Much like Pipedrive, Snov is also a comprehensive sales automation tool with a free, customizable CRM platform.
Create new deals, prospect for leads, store prospect data, send cold emails to your prospects, track the sales pipeline, and book meetings – you can control all these things within its dashboard.
Snov can automate the entire lead generation process and the outreach efforts so that sales reps can focus only on selling. It also offers you insightful data to personalize communications with your prospects and build meaningful relationships.
Ideal For
Snov.io is suitable for businesses of all sizes, but as it has an easy-to-use interface, it suits SMBs and startups better.
Standout Features
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Sales pipeline building (up to 100 steps)
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Deal management
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Easy-to-use interface
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Internal team management
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Email integration
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Team management
Pricing Plans
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Trial: Free trial for one month
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Starter: $30 per month
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Pro: $75 per month
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Custom: $999 per month
3. HubSpot
HubSpot is a market leader with its sales and marketing automation tools. HubSpot Sales Hub offers prospect tracking (within the sales pipeline) and contact management.
You can avail a free version of HubSpot with all the functionalities of a sales automation tool, but it also offers a CRM tool to streamline your workflow.
You get email marketing solutions and pipeline tracking all from the same dashboard. HubSpot also offers business insights to help you step up your sales.
Ideal For
The free tool is best for startups and small businesses. HubSpot offers various plans for businesses of different sizes.
Standout Features
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CRM tool
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Easy integrations
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Sales pipeline visibility
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Lead nurturing
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Internal collaborations
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Performance tracking
Pricing Plans
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Starter: $45 per month
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Professional: $450 per month
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Enterprise: $1200 per month
4. Zoho
Zoho CRM is the most popular and best sales engagement platform for US businesses. It automates the entire sales workflow with custom conditional triggers so that you reach your prospect in time.
It also offers an excellent CRM tool and AI assistant. In its intuitive dashboard, you can save email templates, generate new leads, launch email campaigns, and stay connected with your team members.
Ideal For
Most Small to medium-scale businesses prefers Zoho. It is also a viable option for big organizations.
Standout Features
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AI assistant
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CRM tool
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Data personalization
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Workflow management
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Custom triggers
Pricing Plans
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Free for three users
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Standard: Rs.800 per month
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Professional: Rs.1400 per month
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Enterprise: Rs.2400 per month
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Ultimate: Rs.2600 per month
5. Smartlead
Smartlead steers clear of all the sales automation tools with its feature-rich performance and affordable pricing plans.
Smartlead offers unlimited email accounts with timely email warmups so you can stay connected with your prospects and land directly in their inboxes. You can focus on selling as Smartlead can send follow-up emails to your prospects with custom conditional triggers.
It offers a master inbox to connect all your email accounts into one and make communication easier.
What makes it stand out is Smartlead offers unlimited team members and white-labeling. It also allows you to check the performances of individual email accounts. This sales automation tool offers A/B testing and timely reports with intuitive analytics.
Ideal For
Smartlead is popular among SMBs and mid-large organizations. Its scalable pricing plans are ideal for all kinds of businesses.
Standout Features
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Email warmups
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Custom conditional triggers
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Unlimited email accounts
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Unlimited team member addition
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Master inbox
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A/B testing
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Whitelabelling
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Timely reports and analytics
Pricing Plans
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14-day free trial
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Basic: $24 per month
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Popular: $57 per month
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Pro: $78 per month
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Customized: Fully customizable upon discussion
6. Agile
Agile CRM automatically creates a new task for your team. It automates every process from automating almost everything from telephony to follow-up emails. Increase your ROI with complete contact views, real-time alerts, and deep analytics.
Ideal For
Small and mid-size businesses that want to access all the sales automation functionalities at affordable cost. Moreover, their basic plan is completely free for up to 10 users.
Standout Features
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Get contact details from your prospects from every angle, which includes conversations, call notes, social presence, web activity etc.
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Sync Agile CRM with Google calendar so that you can remain updated about the latest meetings.
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Increase your sales efficiency with the help of drag-and-drop Project Management capabilities.
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Have constant insight into your sales activity with advanced analytics, reports, and metrics for faster growth.
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Agile CRM provides integration with some of the best telephony services such as Twilio, RingCentral, VOIP and Bria Accounts.
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It comes with Automated scoring, which provides you with automatic alerts and qualifies leads faster and more accurately.
Pricing Plans
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10 Users: $0
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Starter: $8.99
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Regular: $29.99
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Enterprise:$47.99
FAQs of Sales Automation Tools
Sales automation will differ for every company. Some of the most common examples are:
- Lead scoring
- Deal creation
- Welcome series mail
- Sales report automation
- Trigger-based communication
- Capture and collect leads in your CRM
- Automatically assign tasks to teammates