50 Best Sales Automation Solutions & Tools to Supercharge Your Pipeline [2025]

In today’s hyper-competitive B2B and SaaS landscape, relying on manual sales processes just doesn’t cut it. A sales automation solution is software that streamlines repetitive tasks like outreach, lead scoring, CRM updates, and follow-ups—so your sales team can focus on what matters: closing deals.

With the rise of automated sales software, businesses now automate tasks such as data entry, email sequences, and even automated sales analysis to boost efficiency and performance. The right solution integrates CRM sales automation, advanced email tracking, and AI-powered insights to create a seamless selling experience.

Whether you’re a startup founder, an SDR, or a RevOps leader, automation in sales is critical for hitting quota, maintaining pipeline velocity, and delivering personalized engagement at scale. Below, we explore key features, benefits, and 50 powerful sales automation platforms that are changing the game in 2025.

Key Benefits of Sales Automation

• Reduce manual work with tools built for sales workflow automation
• Improve follow-ups with sales email automation tools
• Eliminate delays in outreach using automated sales CRM software
• Enhance lead qualification with AI-backed sales lead automation
• Support after-hours engagement through automate sales after work sequences

By integrating the right sales automation system, teams reduce administrative workload and eliminate human error in deal tracking. These tools also offer improved visibility into buyer intent, allowing more accurate sales forecasting and analysis.

Core Features to Look for in a Sales Automation Platform

When comparing sales automation softwares, keep an eye out for these must-have features:

🔹 Multi-Channel Sales Outreach

Automate emails, calls, LinkedIn messages, and SMS using sales email automation software like Lemlist or Outreach.

🔹 Smart CRM Integration

Leading CRM and sales automation platforms let you manage pipelines, score leads, and generate custom workflows (e.g., HubSpot, Salesforce).

🔹 Deal Management Automation

Avoid repetitive data entry with automated sales systems that log activities, update records, and alert reps automatically.

🔹 AI-Powered Sales Insights

Modern sales automation platforms use predictive analytics to forecast revenue and guide sales decisions.

🔹 Marketing & Sales Sync

Look for marketing and sales automation tools that align email nurturing with sales follow-up (like ActiveCampaign or SharpSpring).

Types of Sales Automation Software

🧰 CRM Sales Automation Tools

These platforms focus on managing deals, contacts, and pipelines—think Salesforce, Zoho CRM, or Trellus.ai.

✉️ Sales Email Automation Software

Tools like Mailshake and Woodpecker automate follow-ups, personalize content, and track engagement.

📊 Automated Sales Analysis Platforms

Solutions like InsightSquared or Trellus.ai provide advanced analytics and reports to help optimize your sales automation process.

🔄 B2B Sales Automation Systems

Purpose-built for outbound, B2B tools like Outreach and Apollo.io help with cold outreach, lead scoring, and sales lead automation.

50 Best Sales Automation Solutions for 2025

1. Trellus.ai

Trellus.ai is a modern, AI-powered sales automation solution purpose-built for outbound teams that need speed, scale, and intelligence in their sales process. It combines advanced sales email automation software with AI call analysis and CRM syncing to eliminate manual tasks and help SDRs and sales teams focus on conversations that close. With Trellus, you can automate personalized multi-touch email sequences, schedule calls, and auto-log activities to your CRM—without switching tabs. It’s designed to work seamlessly with your tech stack, integrating with tools like HubSpot, Salesforce, and Gmail, while providing AI-generated call summaries and performance feedback to help reps improve with every conversation.

Trellus is especially powerful for teams that want to automate sales after work, using intelligent workflows to follow up with leads in different time zones or based on buyer behavior. Smart lead routing ensures high-intent prospects are prioritized and assigned to the right rep at the right time. Whether you’re looking for a solution to scale your outreach, reduce repetitive manual entry, or enhance visibility across the sales automation process, Trellus.ai delivers.

Use Cases: SaaS startups, SDR teams, outbound sales teams
Pricing: Custom pricing based on seats and usage

2. HubSpot Sales Hub

HubSpot Sales Hub is a widely adopted sales automation solution that brings together CRM functionality, pipeline management, and sales workflow automation in one intuitive platform. Built for sales teams of all sizes, it offers powerful tools for email sequencing, lead scoring, task automation, and deal tracking—all without needing code. With its seamless integration into the broader HubSpot ecosystem (including Marketing and Service Hubs), Sales Hub enables full-funnel marketing and sales automation.

Reps can automate follow-up emails, schedule meetings using calendar links, and log every interaction automatically through HubSpot's Gmail and Outlook integrations. You can create customizable sales pipelines with drag-and-drop functionality and trigger workflows that move deals forward based on engagement or inactivity. HubSpot also provides in-depth reporting and automated sales analysis tools that help sales managers make data-informed decisions.

For teams wanting an all-in-one automated sales CRM software with scalability and ease of use, HubSpot is ideal. It’s particularly effective for b2b sales automation, and users benefit from its extensive app marketplace with over 1,000 integrations—from calling tools to contract platforms like PandaDoc.

Use Cases: B2B teams, SMBs, scaling sales organizations
Pricing: Free plan available; paid tiers start from $45/month per user

3. Salesforce Sales Cloud

Salesforce Sales Cloud is an enterprise-grade sales automation solution trusted by Fortune 500 companies and growing businesses alike. Known for its robust customization and scalability, Salesforce empowers teams to streamline every stage of the sales automation process—from lead capture to deal closure. It offers deep functionality in CRM and sales automation, including advanced lead scoring, opportunity management, sales forecasting, and automated workflows.

Sales reps can automate routine tasks such as email follow-ups, task creation, and deal stage updates through Salesforce Flow and Process Builder. It also features sales lead automation, intelligent alerts for high-priority accounts, and predictive analytics that surface the most promising leads. With Einstein AI, Salesforce adds a layer of smart automation to suggest next steps, optimize outreach timing, and enhance close rates through data-driven insights.

For companies requiring highly configurable sales automation platforms, Salesforce is a market leader. It integrates with thousands of third-party tools and supports vertical-specific solutions, from healthcare to finance. Whether you're aiming to reduce manual entry, implement automated sales systems, or align sales and marketing, Salesforce offers unmatched power and flexibility.

Use Cases: Large enterprises, complex sales teams, industry-specific sales
Pricing: Starts at $25/user/month; advanced plans scale with team needs

4. Outreach

Outreach is a leading sales automation platform built specifically for high-velocity B2B sales teams. It’s known for enabling reps to engage leads across multiple channels—email, phone, LinkedIn, and text—using automated yet personalized sequences. Outreach goes beyond basic sales email automation software, offering deep sales engagement insights, A/B testing, and intelligent follow-up strategies that significantly improve reply rates and conversions.

With Outreach, teams can automate their daily workflows—from lead prioritization to CRM updates—allowing reps to focus on conversations, not tasks. Its intelligent sequencing engine supports sales workflow automation by delivering context-aware follow-ups and nudging leads based on behavior. The tool integrates with CRMs like Salesforce and HubSpot, bridging the gap between your prospecting engine and your sales pipeline.

Outreach also provides automated sales analysis tools through its “Kaia” AI assistant, which offers real-time call transcription, objection handling tips, and actionable analytics. For teams seeking scalable, AI-enhanced b2b sales automation, Outreach is a favorite among SDR leaders and revenue operations professionals.

Use Cases: SDR teams, outbound sales, fast-scaling SaaS companies
Pricing: Custom pricing; demo required for access to plans

5. Groove

Groove is a powerful sales automation solution designed specifically for teams using Salesforce CRM. Its strength lies in its seamless two-way integration with Salesforce, which enables reps to automate emails, calls, and meeting scheduling without ever leaving their inbox. Groove helps sales teams simplify complex workflows, personalize outreach at scale, and boost productivity with automated sales software that’s easy to deploy and manage.

With Groove, users can build automated email sequences, set up task flows, and track prospect engagement in real-time. It offers sales email automation tools that support dynamic content and A/B testing, helping reps optimize open and response rates. Groove also excels at sales lead automation, making it easy to sort, assign, and follow up with leads based on predefined rules and triggers.

For teams looking to reduce data silos, Groove’s crm and sales automation capabilities ensure all activity is auto-logged and synced across platforms. Managers benefit from analytics dashboards that offer insights into rep performance, deal velocity, and overall pipeline health. Groove also includes scheduling tools, templates, and calendar integrations to streamline meetings and demos.

Use Cases: Salesforce-based sales teams, mid-market B2B, revenue operations
Pricing: Starts at $20/user/month; enterprise pricing available on request

6. Apollo.io

Apollo.io is a full-stack sales automation solution that combines lead generation, outreach automation, and CRM functionality into one streamlined platform. It stands out by offering a massive database of verified B2B contacts, built-in enrichment tools, and powerful sales email automation software that enables hyper-personalized outreach at scale.

Apollo allows users to build dynamic lists based on firmographic and behavioral data, automate multi-step email sequences, and track engagement metrics like opens, clicks, and replies. It features a built-in dialer, customizable templates, and sales lead automation features that push prospects through the pipeline automatically based on their actions. Sales teams can also benefit from automated sales analysis that reveals top-performing sequences and optimal send times.

With integrations into platforms like Salesforce, HubSpot, and LinkedIn, Apollo supports end-to-end sales workflow automation—from prospect discovery to follow-up and closing. For fast-growing teams that want to combine lead sourcing and outreach under one roof, Apollo.io offers unbeatable efficiency and cost-effectiveness. It’s especially useful for B2B sales automation at startups and mid-size businesses.

Use Cases: SDRs, lead generation, outbound sales, high-volume prospecting
Pricing: Free tier available; paid plans start at $49/user/month

7. Pipedrive

Pipedrive is a visual, intuitive sales automation solution built for small to mid-sized sales teams looking to manage pipelines and automate repetitive tasks without overwhelming complexity. Known for its drag-and-drop interface and customizable deal stages, Pipedrive helps reps focus on actions that move deals forward. It simplifies the sales automation process while offering essential features like task scheduling, follow-up reminders, and email tracking.

Pipedrive’s sales workflow automation feature—powered by “Workflow Automation”—lets users automate lead assignments, status updates, and email sequences based on triggers like form submissions or deal stage changes. For teams tired of repetitive data entry, it’s one of the best tools for reducing manual workload in deal management. The platform also includes sales email automation tools that help streamline follow-ups and nurture leads over time.

Its built-in reporting, deal rotting alerts, and activity tracking provide valuable insights for improving team performance and pipeline health. With integrations into tools like Trello, Slack, Zoom, and Gmail, Pipedrive easily fits into any tech stack and functions as a lightweight but powerful automated sales CRM software.

Use Cases: Small businesses, SMB sales teams, solopreneurs
Pricing: Starts at $14.90/user/month with a 14-day free trial

8. Zoho CRM

Zoho CRM is a robust and affordable sales automation solution that caters to businesses of all sizes, offering end-to-end automation across marketing, sales, and customer service. It’s a favorite among SMBs and startups looking to implement crm sales automation without the hefty price tag of enterprise tools. Zoho CRM helps teams automate lead assignment, follow-ups, and deal progression, freeing up valuable time for strategic selling.

Using Zoho’s sales workflow automation, users can set up triggers, conditions, and actions to automate tasks like sending emails, updating deal stages, and assigning leads. The platform’s Blueprint feature allows businesses to map and enforce structured sales processes, ensuring consistency across the sales team. For marketing alignment, Zoho CRM integrates easily with tools like Zoho Campaigns and supports marketing and sales automation from one dashboard.

Sales teams benefit from AI-powered lead scoring, built-in telephony, and automated sales analysis that delivers insights into performance, conversions, and customer engagement. Its marketplace includes 500+ integrations and supports low-code customization for unique business needs.

Use Cases: Growing SMBs, startups, remote sales teams
Pricing: Free for up to 3 users; paid plans start at $14/user/month

9. Freshsales (by Freshworks)

Freshsales is a modern sales automation solution designed to help sales teams accelerate their pipeline and close deals faster with built-in AI and automation features. Part of the Freshworks suite, Freshsales offers a powerful combination of automated sales CRM software, workflow automation, and multichannel engagement—all wrapped in a user-friendly interface ideal for growing teams.

Sales reps can automate tasks like lead capture, assignment, scoring, follow-up emails, and even calendar scheduling through its intuitive automation builder. Its sales workflow automation features allow teams to create condition-based flows that reduce repetitive manual input. Freddy AI, Freshsales’ native assistant, offers predictive contact scoring, email recommendations, and insights based on historical data—bringing automated sales analysis directly into daily workflows.

Freshsales supports sales email automation tools with templates, behavior tracking, and real-time notifications. It also includes phone dialer functionality, allowing for direct calls, logging, and call recording. With robust integrations for Google Workspace, Office 365, and third-party tools like Slack and Zapier, Freshsales ensures smooth team collaboration.

Ideal for companies looking for a scalable, all-in-one crm and sales automation platform without a steep learning curve or high upfront costs.

Use Cases: Fast-scaling startups, digital-first B2B teams, SaaS companies
Pricing: Free tier available; paid plans start at $15/user/month

10. Close

Close is a high-performance sales automation solution built specifically for inside sales teams that rely on speed, simplicity, and communication. Unlike traditional CRMs, Close is engineered for productivity—offering built-in calling, SMS, and sales email automation tools within a clean, all-in-one platform. It’s designed to help reps make more calls, send better follow-ups, and manage deals with minimal friction.

With Close, you can build automated sales systems using Sequences—predefined sets of emails, tasks, and follow-ups triggered by user behavior or pipeline status. The platform offers advanced filtering and smart views to help reps prioritize the hottest leads and act faster. Its powerful crm automation engine ensures that repetitive tasks like data entry, email logging, and follow-up reminders happen in the background.

One of Close’s biggest advantages is its native communication suite, which includes a built-in power dialer, SMS, and video calling. These features eliminate the need for clunky integrations and help teams increase activity volume. The reporting dashboard provides real-time insights and automated sales analysis to help managers coach their team and forecast revenue more accurately.

Use Cases: High-volume SDRs, remote sales teams, SaaS and B2B sales
Pricing: Starts at $99/user/month with a 14-day free trial

11. Salesmate

Salesmate is an all-in-one sales automation solution built to help sales teams close more deals with less manual effort. It blends CRM functionality with robust sales email automation software, calling tools, and productivity boosters into one unified platform. Salesmate is ideal for small to mid-sized businesses that want automation without complexity.

At its core, Salesmate offers a visual pipeline to manage deals and track progress in real-time. The platform’s sales workflow automation allows users to build “Sequences” that automate repetitive tasks like email follow-ups, task reminders, and lead assignments based on custom triggers. You can also create automated drip campaigns using personalized templates and behavior-based rules—making it a powerful tool for nurturing prospects through the funnel.

Beyond email, Salesmate includes a built-in calling system with features like auto-dialers, call recording, voicemail drops, and SMS messaging. The mobile app makes it easy to manage outreach and tasks on the go, perfect for automate sales after work use cases. The dashboard and reporting tools offer automated sales analysis to track conversion rates, team performance, and sales velocity.

Use Cases: Small businesses, remote sales teams, lead nurturing
Pricing: Starts at $12/user/month with a 15-day free trial

12. Reply.io

Reply.io is a powerful multichannel sales automation solution built for outbound teams that want to scale personalized engagement across email, calls, LinkedIn, and SMS. It's one of the top choices for sales email automation software, especially when personalization, testing, and scalability are key. Reply helps SDRs, BDRs, and account executives book more meetings by automating every step of the outreach process—without sacrificing quality.

The platform allows you to create multi-step outreach campaigns, complete with automated follow-ups, A/B testing, and reply detection. Its sales workflow automation capabilities enable teams to auto-move contacts between stages based on engagement, reply status, or actions taken. Reply.io also supports sales lead automation by syncing with your CRM, enriching lead data, and scoring contacts based on interaction behavior.

Its Chrome extension makes LinkedIn prospecting easier, while native integrations with Salesforce, HubSpot, and Pipedrive ensure smooth pipeline updates and reporting. The AI-powered email assistant helps craft better subject lines and messages—boosting reply rates and minimizing time spent writing. Real-time performance analytics offer automated sales analysis for continuous improvement.

Use Cases: Outbound SDR teams, agencies, B2B cold email campaigns
Pricing: Starts at $60/user/month with a 14-day free trial

13. Mailshake

Mailshake is a user-friendly sales automation solution focused on cold email outreach, follow-up automation, and sales engagement. Built for sales reps, marketers, and founders, it simplifies the process of running large-scale personalized outreach campaigns while keeping deliverability and engagement high. With Mailshake, users can automate every aspect of their sales email automation workflow, from initial outreach to final nudge.

The platform enables you to create smart email sequences that adapt based on recipient behavior—whether they open, click, reply, or bounce. It integrates with Gmail and Outlook, allowing users to send emails directly from their inbox while tracking performance in real time. Mailshake’s sales workflow automation ensures tasks like sending follow-ups, pausing campaigns, or assigning leads happen automatically.

In addition to email, Mailshake includes a built-in phone dialer and LinkedIn outreach features, making it a multichannel tool for lead engagement. Its integrations with CRMs like Pipedrive, Salesforce, and HubSpot support seamless CRM sales automation, allowing for real-time sync and lead tracking. The platform also includes automated sales analysis dashboards to monitor campaign performance, response rates, and team activity.

Use Cases: Cold outreach teams, digital agencies, B2B sales
Pricing: Starts at $58/user/month with a 30-day money-back guarantee

14. Lemlist

Lemlist is a dynamic sales automation solution built for personalized cold outreach at scale. Its standout feature is the ability to automate highly customized emails—including images, videos, and dynamic text—making it one of the most creative and effective sales email automation tools on the market. Lemlist is favored by outbound teams, SDRs, and agencies who want to go beyond generic emails and build real human connections through automation.

Lemlist allows users to create multistep outreach sequences across email, LinkedIn, and calls, with built-in delays and triggers based on prospect behavior. The platform excels in sales workflow automation, automatically adjusting campaign actions based on whether a lead opens, replies, or clicks. This reduces the manual effort needed to manage large prospecting lists and ensures better follow-up consistency.

Its native integrations with HubSpot, Salesforce, Pipedrive, and other CRMs enable smooth syncing of data for complete CRM and sales automation. Lemlist also features deliverability tracking, A/B testing, and performance dashboards that offer automated sales analysis on open rates, bounce rates, and reply quality.

Lemlist is also known for its community-driven approach, offering templates, best practices, and outreach playbooks to help users get results fast.

Use Cases: Agencies, B2B lead gen, cold outreach teams
Pricing: Starts at $59/user/month

15. Yesware

Yesware is a seamless sales automation solution built directly into Gmail and Outlook, empowering sales reps to engage leads, track performance, and automate outreach without ever leaving their inbox. Designed for simplicity and efficiency, Yesware blends sales email automation software with real-time tracking, campaign sequencing, and performance analytics, making it an excellent tool for busy sales professionals.

With Yesware, you can create and launch personalized multi-stage email campaigns—complete with auto-replies and follow-ups based on recipient behavior. Templates, scheduling, and email tracking (opens, clicks, replies) are built into the workflow, allowing reps to move fast without missing a beat. Its calendar integration and meeting scheduler further enhance productivity and reduce back-and-forth communication.

Yesware also supports CRM and sales automation by syncing data directly with Salesforce, enabling users to auto-log activity, update deals, and trigger workflows from their inbox. Its reporting dashboards provide automated sales analysis on key metrics like engagement, campaign performance, and rep activity—helping teams optimize over time.

For teams looking for light, frictionless sales workflow automation without adopting a new platform, Yesware offers a smart, inbox-native alternative to heavier sales tools.

Use Cases: Reps using Gmail or Outlook, SMB sales teams, remote sellers
Pricing: Starts at $19/user/month

16. VanillaSoft

VanillaSoft is a specialized sales automation solution built for high-velocity inside sales teams, particularly those managing outbound calls and cadences. Its unique strength lies in streamlining phone-based outreach through advanced sales workflow automation, lead routing, and real-time prioritization—all optimized to eliminate downtime between calls and maximize productivity.

Unlike many CRMs that passively log data, VanillaSoft drives rep behavior by pushing the “next best lead” to the forefront using dynamic lead scoring, call scripts, and automated task assignments. It’s ideal for call-heavy industries like insurance, financial services, and political campaigns. The platform also supports sales email automation, allowing reps to trigger emails based on call outcomes, engagement levels, or predefined sequences.

VanillaSoft’s automated sales CRM software includes features like auto-dialers, voicemail drops, SMS messaging, and integrated email tracking—all within a single interface. Its lead management system also ensures sales lead automation through rules-based routing and real-time updates.

Managers benefit from robust reporting dashboards and automated sales analysis tools that track call outcomes, conversion rates, and rep performance. For teams that rely on speed and structured outreach, VanillaSoft stands out as a dedicated tool for performance-driven outbound sales.

Use Cases: Telesales, insurance agencies, financial services, call centers
Pricing: Custom pricing based on features and seats

17. Klenty

Klenty is a feature-rich sales automation solution designed to help sales development reps (SDRs) engage prospects at scale through personalized, multi-channel outreach. It excels in sales email automation, offering dynamic workflows and sequences that reduce the burden of manual follow-ups while boosting response rates and pipeline conversions.

Klenty enables reps to automate their entire cadence across emails, calls, and LinkedIn, making it ideal for b2b sales automation. You can schedule emails, set triggers based on opens or replies, and build sequences that automatically pause or shift based on user behavior. With sales workflow automation at its core, Klenty also offers one-click CRM syncing with platforms like Salesforce, HubSpot, and Pipedrive—ensuring a seamless handoff of lead activity and deal progress.

What sets Klenty apart is its intelligent task management system that helps reps stay focused by surfacing prioritized actions every day. You can also integrate calendar booking links, create templates, and use A/B testing to optimize your messaging. Its reporting suite delivers detailed automated sales analysis on opens, clicks, reply rates, and cadence performance—giving managers the insights they need to coach their teams more effectively.

Use Cases: SDR teams, B2B outbound campaigns, SaaS lead gen
Pricing: Starts at $50/user/month with a free trial

18. Keap (formerly Infusionsoft)

Keap is a comprehensive sales automation solution tailored for small businesses, solopreneurs, and service-based companies looking to streamline lead capture, follow-ups, and client management. It combines CRM sales automation, email marketing, landing pages, and invoicing into one platform—making it especially useful for non-technical users who want to automate without piecing together multiple tools.

Keap's automation builder allows users to create visual workflows for every part of the customer journey—from welcoming new leads to sending quotes, booking appointments, and following up with personalized emails. Its sales email automation tools include templates, A/B testing, behavior triggers, and scheduled sends that ensure timely and consistent communication.

One of Keap’s standout features is its lead scoring and segmentation, which enables targeted messaging and sales lead automation. You can tag leads based on actions (e.g., form fills or email clicks) and trigger follow-up sequences that feel personalized at scale. Additionally, Keap supports appointment scheduling, payment processing, and pipeline automation—all inside a centralized dashboard.

Its reporting tools offer basic yet effective automated sales analysis that helps you track campaign performance, sales stages, and client engagement. Ideal for businesses that want simplicity with power.

Use Cases: Coaches, freelancers, agencies, local businesses
Pricing: Starts at $129/month for up to 1,500 contacts

19. Insightly

Insightly is a modern sales automation solution that bridges the gap between CRM, project management, and marketing automation—making it a great choice for companies looking to align sales and post-sale execution. It’s built with flexibility in mind, allowing users to customize pipelines, automate workflows, and manage customer relationships all in one place.

With Insightly, sales teams can automate repetitive tasks like lead routing, follow-up emails, and deal stage updates through its visual workflow builder. These features enable efficient sales workflow automation and help eliminate delays and manual data entry. Insightly also supports sales lead automation by allowing users to score leads, assign them to reps based on rules, and track activity across the buyer journey.

Insightly integrates with tools like Gmail, Outlook, Mailchimp, QuickBooks, and Slack, supporting a connected sales ecosystem. Its powerful CRM and sales automation capabilities include smart email templates, pipeline visualization, and mobile access for reps on the go. The built-in analytics and dashboards deliver automated sales analysis on opportunity progress, team performance, and win/loss trends.

For companies that want an affordable and scalable solution with both CRM and project delivery built-in, Insightly provides great value.

Use Cases: Professional services, agencies, growing mid-market companies
Pricing: Starts at $29/user/month with a free trial

20. Nutshell

Nutshell is a user-friendly, all-in-one sales automation solution that combines a flexible CRM, powerful email automation, and insightful reporting into a single platform designed for small to mid-sized businesses. Its intuitive interface and low learning curve make it a favorite among sales teams that want automation without complexity or IT support.

Nutshell’s strength lies in its ability to simplify the sales automation process. Users can create automated pipelines that move leads forward based on activity, schedule follow-ups, and send email sequences triggered by contact behavior. With built-in sales email automation tools, reps can launch campaigns that feel personal and timely while tracking opens, clicks, and replies in real time.

The platform supports CRM and sales automation by syncing all interactions, tasks, and deal updates into a central hub. This ensures that teams always have a complete view of every contact, making collaboration and pipeline forecasting more accurate. Nutshell’s dashboard and reporting features provide easy-to-understand automated sales analysis, helping managers make better decisions faster.

Nutshell also integrates with key tools like Google Workspace, Outlook, Slack, and Zapier, offering flexibility to expand its capabilities as your team grows.

Use Cases: SMB sales teams, service providers, non-technical users
Pricing: Starts at $19/user/month; 14-day free trial available

21. ActiveCampaign

ActiveCampaign is a leading sales automation solution that bridges the gap between marketing automation, CRM, and email marketing. It’s a powerhouse platform for businesses looking to create personalized, automated experiences at every stage of the customer journey—from initial contact to post-sale engagement.

At its core, ActiveCampaign offers robust sales email automation software that allows users to build targeted sequences based on behavior, lead scores, or custom triggers. You can automatically send follow-ups, assign tasks, update deal stages, or notify reps based on how a lead interacts with your content. These features make it ideal for sales workflow automation and lead nurturing at scale.

Its built-in CRM supports sales lead automation, providing tools for contact management, task delegation, pipeline visualization, and smart lead scoring. ActiveCampaign’s powerful automation builder lets you design workflows that span across email, SMS, site messaging, and CRM updates—all from a visual interface. The platform also provides in-depth automated sales analysis, with reporting on contact engagement, pipeline performance, and campaign ROI.

Perfect for sales and marketing teams that want deep personalization and automation in one platform, ActiveCampaign scales effortlessly with your growth.

Use Cases: B2B and B2C marketers, SaaS companies, eCommerce
Pricing: Starts at $29/month; CRM features included on Plus plan and above

22. Autoklose

Autoklose is a data-driven sales automation solution that combines powerful outbound email automation with built-in lead databases, making it ideal for sales teams that want to streamline prospecting and outreach from one dashboard. Designed for high-volume outbound campaigns, Autoklose enables reps to automate sequences, track performance, and drive conversions with minimal manual input.

At its core, Autoklose features robust sales email automation tools that allow users to build custom cadences, personalize messages at scale, and automate follow-ups based on recipient behavior. Campaigns can be paused or adjusted based on real-time engagement, ensuring reps stay relevant and persistent. Its sales workflow automation engine helps assign tasks, update contact statuses, and schedule future activities—reducing friction in the pipeline.

What sets Autoklose apart is its curated B2B contact database, which helps users find and engage verified leads without needing third-party tools. Teams can implement sales lead automation by importing, filtering, and targeting contacts based on industry, title, or location—all while keeping CRM data clean and synced.

Reporting features include automated sales analysis dashboards that highlight email performance, conversion rates, and campaign ROI, making it easy to optimize for better outcomes.

Use Cases: SDRs, outbound sales teams, B2B lead gen
Pricing: Starts at $59.99/user/month

23. EngageBay

EngageBay is an all-in-one sales automation solution that integrates CRM, marketing automation, helpdesk, and live chat—making it a powerful yet affordable platform for startups and small businesses. It enables users to automate every step of the customer journey, from lead capture and nurturing to deal closure and customer retention.

Its sales workflow automation capabilities help sales reps streamline routine tasks like sending follow-up emails, updating deal stages, and assigning tasks based on lead actions. The platform includes smart sales email automation tools with drag-and-drop builders, templates, and scheduling options that ensure timely communication. Users can segment contacts, trigger sequences based on behaviors, and personalize every interaction at scale.

EngageBay’s automated sales CRM software makes it easy to manage pipelines, track communications, and collaborate across departments. It supports sales lead automation by capturing leads from forms, live chat, or email campaigns and routing them to the appropriate rep automatically. The reporting module offers visual automated sales analysis, providing insights into team performance, conversion rates, and sales velocity.

EngageBay is particularly attractive for growing companies that want unified sales and marketing capabilities in one cost-effective tool.

Use Cases: Startups, SMBs, solopreneurs, agencies
Pricing: Free plan available; paid plans start at $14.99/user/month

24. LeadSquared

LeadSquared is a versatile sales automation solution tailored for high-velocity sales teams across industries like education, healthcare, financial services, and real estate. It combines lead management, marketing automation, and automated sales CRM software into one scalable platform, making it ideal for businesses that deal with a large volume of leads and time-sensitive engagement.

LeadSquared’s strength lies in its ability to deliver intelligent sales workflow automation. Teams can automate every step of the sales process—from capturing leads via forms, ads, or inbound calls, to scoring and auto-assigning them to the right rep based on pre-set rules. It enables sales lead automation by ensuring that no inquiry goes unattended, and that the hottest leads are prioritized in real time.

The platform also offers robust sales email automation software with drip campaigns, autoresponders, and behavior-triggered follow-ups that keep prospects engaged. Dashboards provide deep automated sales analysis, allowing managers to track KPIs, monitor rep activity, and identify bottlenecks in the pipeline.

With built-in calling, SMS, WhatsApp integration, and strong mobile CRM capabilities, LeadSquared is particularly powerful for field sales teams and call centers needing real-time updates and mobile-first operations.

Use Cases: Lead-heavy sales teams, call centers, field sales
Pricing: Custom pricing; starts around $25/user/month

25. QuickMail

QuickMail is a focused and lightweight sales automation solution built specifically for cold email outreach. It’s designed for sales teams, agencies, and lead gen professionals who need to manage large-scale outreach campaigns with high deliverability and minimal manual effort. Known for its clean UI and ease of use, QuickMail is perfect for those looking to launch effective cold email sequences without the bloat of a full CRM.

QuickMail’s standout feature is its ability to run personalized, automated campaigns across multiple inboxes, helping users scale outreach while staying within email sending limits. It offers sales email automation tools with custom variables, follow-up logic, and bounce detection to keep campaigns running smoothly. Users can build multi-step sequences that adapt based on replies, opens, or link clicks.

While not a CRM, QuickMail does integrate with tools like HubSpot, Salesforce, and Pipedrive for CRM and sales automation. Its simple task assignments and shared inboxes also support small teams collaborating on outreach. For data-driven users, its automated sales analysis dashboard provides granular insights into delivery rates, response rates, and A/B test performance.

If your team values simplicity, deliverability, and email-first sales processes, QuickMail is a solid pick.

Use Cases: Cold email outreach, lead gen agencies, SDRs
Pricing: Starts at $49/user/month

26. SalesLoft

SalesLoft is an enterprise-grade sales automation solution designed to empower revenue teams with personalized outreach, automation, and advanced analytics. It’s especially popular among mid-market and enterprise B2B organizations that rely on outbound prospecting and multi-touch engagement to drive pipeline growth.

The platform enables sales teams to build comprehensive cadences—automated workflows that combine email, phone calls, LinkedIn messages, and tasks. These cadences can be triggered by lead behavior or status changes, allowing reps to maintain high-volume activity while staying focused on the right prospects. SalesLoft’s robust sales workflow automation helps ensure no lead is forgotten and that follow-ups are always timely.

SalesLoft integrates with leading CRMs like Salesforce and HubSpot, offering two-way data sync for seamless CRM and sales automation. Its sales email automation tools support dynamic personalization, A/B testing, and performance tracking to improve deliverability and response rates. SalesLoft also includes a built-in dialer, call recording, and meeting scheduler, allowing reps to complete every sales activity without switching tools.

Reporting dashboards offer powerful automated sales analysis, helping teams track engagement metrics, rep performance, and pipeline health. For organizations seeking predictable growth, SalesLoft is a best-in-class solution.

Use Cases: Enterprise SDR teams, outbound-focused B2B sales, RevOps
Pricing: Custom pricing; demo required for access

27. PersistIQ

PersistIQ is a streamlined sales automation solution built for outbound sales teams that want to scale personalized outreach without sacrificing control or deliverability. Ideal for startups, SMBs, and SDR teams, PersistIQ combines simplicity with power, helping users automate cold outreach, manage leads, and run high-performing campaigns directly from their inbox or CRM.

PersistIQ enables reps to create personalized multi-step campaigns using its intuitive sales email automation software. These campaigns can include time-based follow-ups, reply-based branching logic, and dynamic content using custom variables. The system’s focus on deliverability ensures that emails land in inboxes—not spam folders—by supporting warmup, throttling, and sending from multiple inboxes.

Its lightweight sales workflow automation allows users to auto-assign tasks, update lead statuses, and move prospects through the pipeline with minimal effort. The Chrome extension makes prospecting from LinkedIn or Salesforce easy, while two-way syncing with CRMs like Salesforce ensures smooth CRM and sales automation.

PersistIQ’s reporting features include automated sales analysis on open rates, click-through rates, reply rates, and conversion metrics. These insights help optimize messaging and cadence structure for better outcomes.

Use Cases: Cold outreach, SDR teams, high-volume prospecting
Pricing: Starts at $59/user/month; discounts available for startups

28. Copper

Copper is a modern sales automation solution built specifically for Google Workspace users. It integrates deeply with Gmail, Google Calendar, and Google Drive, enabling sales teams to manage relationships, automate workflows, and track deals directly from their inbox—without ever logging into a separate CRM.

Copper is designed to remove the friction of manual data entry. It auto-captures emails, meetings, and contact details from your Gmail, syncing them into organized contact and deal records. With its CRM and sales automation features, you can automate follow-ups, pipeline progression, task assignments, and reminders—all triggered by deal or activity status.

Its sales email automation tools allow reps to send personalized sequences, schedule emails, and track opens, clicks, and replies without using third-party tools. Copper also supports custom workflow builders, making it easy to automate repetitive sales processes and ensure no lead falls through the cracks.

Built-in reporting and dashboards provide quick automated sales analysis, helping managers monitor pipeline health, forecast revenue, and identify high-performing reps or campaigns. It’s an ideal solution for businesses that live in Gmail and want a sleek, intuitive sales platform without unnecessary complexity.

Use Cases: Google Workspace users, startups, SMB sales teams
Pricing: Starts at $23/user/month with a 14-day free trial

29. Agile CRM

Agile CRM is an all-in-one sales automation solution designed for small to mid-sized businesses that need CRM, marketing automation, and customer service tools in a single, unified platform. It’s particularly popular among budget-conscious teams seeking robust functionality without high subscription costs.

Agile CRM supports complete sales workflow automation, enabling users to automate lead scoring, deal movement, follow-up tasks, and more through a visual drag-and-drop campaign builder. This allows reps to eliminate repetitive manual tasks and focus on selling. Its contact management system tracks every customer interaction and supports sales lead automation via smart routing and assignment features.

The platform’s sales email automation software allows users to set up drip campaigns, autoresponders, and behavior-based emails that are triggered by prospect engagement or sales activity. Agile CRM also supports telephony, live chat, web engagement, and appointment scheduling—all of which can be automated and tracked within the CRM.

Agile CRM’s reporting module delivers automated sales analysis, giving insight into deal progression, campaign success, and sales team performance. With native integrations and a free tier for up to 10 users, it’s a great entry point for teams starting their sales automation journey.

Use Cases: SMBs, solopreneurs, all-in-one CRM seekers
Pricing: Free for up to 10 users; paid plans start at $8.99/user/month

30. Zendesk Sell

Zendesk Sell is a modern, intuitive sales automation solution that brings CRM functionality and sales productivity tools together under one roof. Designed for sales teams that prioritize simplicity, visibility, and speed, it offers everything needed to track deals, automate workflows, and improve rep performance—without overwhelming complexity.

Zendesk Sell includes built-in CRM and sales automation tools that streamline contact management, task creation, and pipeline progression. Reps can automate follow-ups, trigger alerts for stalled deals, and create custom fields and views to align with their specific sales workflow automation needs. The Smart Lists feature helps prioritize outreach by surfacing high-value leads based on engagement and activity.

Its sales email automation tools include customizable templates, real-time tracking for opens and clicks, and personalized bulk emailing. Users can integrate phone calling and SMS messaging directly into the platform, keeping communication organized and centralized. Zendesk Sell also connects seamlessly with Zendesk Support for better alignment between sales and customer service.

With clean dashboards and pipeline reports, it provides quick automated sales analysis to help sales managers monitor performance and forecast revenue with confidence. For teams that want a flexible, modern sales CRM with automation baked in, Zendesk Sell delivers.

Use Cases: Inside sales teams, fast-moving B2B companies
Pricing: Starts at $19/user/month

31. Drip

Drip is a powerful sales automation solution built specifically for eCommerce businesses looking to drive revenue through personalized marketing and automated workflows. While it’s primarily known for its advanced email and SMS marketing features, Drip also serves as a lightweight CRM and lead nurturing engine that aligns well with the needs of DTC brands and online stores.

Drip allows you to build sophisticated sales workflow automation using a visual builder that supports conditional logic, triggers, delays, and actions. Users can send behavior-based emails, cart abandonment follow-ups, product recommendations, and time-sensitive offers—all tailored to user segments. Its sales email automation tools offer A/B testing, dynamic product blocks, and deep integrations with platforms like Shopify, WooCommerce, and BigCommerce.

The platform also supports sales lead automation by tagging users, tracking their on-site behavior, and automatically moving them through the funnel based on actions like page visits or email clicks. Drip’s dashboards provide granular automated sales analysis, showing which workflows, products, and campaigns are driving revenue and engagement.

Drip is ideal for growth-stage eCommerce brands that want to combine email marketing, CRM, and automation without relying on multiple tools.

Use Cases: DTC brands, Shopify stores, eCommerce marketers
Pricing: Starts at $39/month for up to 2,500 contacts

32. Re:amaze

Re:amaze is a unique sales automation solution that combines customer messaging, live chat, helpdesk, and CRM features into one platform—making it ideal for eCommerce and service-based businesses focused on customer engagement and sales conversion. It enables businesses to automate workflows across multiple communication channels while providing personalized, real-time support that fuels faster sales cycles.

At its core, Re:amaze helps sales and support teams manage conversations across email, chat, social media, SMS, and even voice—all from a single dashboard. Its sales workflow automation capabilities allow users to trigger actions like auto-responders, status updates, team handoffs, and CRM tagging based on customer behavior or message content.

Re:amaze also supports sales email automation tools via automated drip campaigns, satisfaction surveys, and personalized follow-ups. These are particularly useful for turning interested leads into loyal customers post-inquiry. Its live chat widgets include intent-based messaging and product browsing detection, helping reps initiate timely outreach and increase conversions.

With built-in CRM features and integrations with Shopify, WooCommerce, and BigCommerce, Re:amaze also enables basic CRM and sales automation. Its analytics suite delivers automated sales analysis on conversation outcomes, resolution times, and pre-sale engagement trends.

Use Cases: eCommerce, customer support-driven sales, omnichannel teams
Pricing: Starts at $29/user/month

33. Mailchimp

Mailchimp has evolved far beyond email marketing to become a full-fledged sales automation solution for small businesses, creators, and growing eCommerce brands. While it’s best known for newsletters and email blasts, Mailchimp now offers robust sales email automation software, CRM capabilities, and eCommerce integrations that help teams turn leads into customers—automatically.

With its intuitive drag-and-drop builder, Mailchimp allows users to create multistep automation workflows triggered by customer behavior, website actions, or specific time delays. Whether it’s a welcome series, abandoned cart follow-up, or post-purchase upsell, these automations help businesses drive conversions with minimal manual effort. This makes it a great starting point for sales workflow automation on a budget.

Mailchimp also includes basic CRM and sales automation tools like contact scoring, segmentation, behavior-based targeting, and email personalization—all within a user-friendly dashboard. Its pre-built journey templates simplify campaign creation for non-marketers, while performance analytics offer insights through automated sales analysis of open rates, conversions, and campaign ROI.

Best suited for eCommerce brands and small teams looking for simplicity and integration with platforms like Shopify or Stripe, Mailchimp offers automation without the complexity of traditional CRMs.

Use Cases: Small businesses, eCommerce, content creators
Pricing: Free plan available; paid plans start at $13/month

34. Hubilo

Hubilo is an event-driven sales automation solution designed to bridge the gap between virtual events and pipeline generation. It transforms webinars, online conferences, and virtual meetups into powerful lead engagement channels with automated workflows that feed directly into your sales CRM. If your sales process is heavily dependent on events, Hubilo enables you to capture, qualify, and convert attendees seamlessly.

What sets Hubilo apart is its ability to deliver sales workflow automation based on attendee behavior during events—such as session participation, booth visits, chat interactions, and poll responses. These data points are automatically synced with your CRM or marketing platform, supporting timely and relevant sales outreach.

Post-event, Hubilo can trigger sales email automation tools to send personalized follow-ups, demo invites, or nurture sequences based on how attendees engaged with your brand. The integration with tools like Salesforce, HubSpot, and Marketo ensures that event leads flow directly into your existing pipeline.

Its analytics dashboard also provides automated sales analysis, showing which events, sessions, or interactions produced the most qualified leads—making it easier to justify event ROI and optimize future campaigns.

Use Cases: B2B event marketers, SaaS companies, sales teams using webinars for lead gen
Pricing: Custom pricing based on event scale and features

35. SharpSpring

SharpSpring is a powerful all-in-one platform that unifies CRM, marketing automation, and behavioral tracking into a single toolkit. It’s especially popular among agencies and growing B2B teams that want to tightly align sales and marketing for improved lead nurturing and conversion.

With its visual workflow builder, users can create custom automation rules for lead capture, scoring, task assignment, email follow-ups, and sales rep notifications. The platform’s dynamic content and behavioral-based email triggers allow for hyper-personalized engagement throughout the customer journey.

SharpSpring also includes a built-in CRM with pipeline management, contact history tracking, and lead distribution features. It integrates with third-party CRMs like Salesforce, giving teams flexibility while maintaining automation control. Automated reporting tools help measure campaign ROI, sales activity, and team performance.

The VisitorID tool adds a unique touch—identifying anonymous site visitors and alerting reps about returning prospects in real time. For agencies, SharpSpring also offers white-labeling, multi-client dashboards, and rebranding options.

Use Cases: Marketing agencies, B2B lead gen, small to mid-sized businesses
Pricing: Starts at $449/month (includes unlimited users and 1,000 contacts)

36. Gmelius

Gmelius is a Gmail-based sales productivity and collaboration platform that turns your inbox into a full-featured sales hub. It offers lightweight but powerful features for sales workflow automation and email sequence building, all without leaving your inbox. This makes it ideal for startups and small teams already using Google Workspace.

Gmelius allows teams to create shared inboxes, delegate emails, automate task creation, and build personalized outreach cadences. Its sales email automation tools include templates, sequences, tracking (opens, clicks, replies), and scheduling—all embedded directly into Gmail. It’s particularly useful for automating follow-ups and assigning conversations to reps without toggling between tools.

It also supports crm automation examples such as syncing contacts and tasks with platforms like HubSpot, Salesforce, and Pipedrive. You can auto-create Trello or Asana tasks from emails, add Kanban boards to Gmail, and track prospect status visually.

Its reporting features offer insights into team activity, response rates, and outreach effectiveness. With mobile and desktop compatibility, Gmelius is a strong option for remote or hybrid sales teams that need flexibility and automation from within their existing email environment.

Use Cases: Gmail-based teams, remote sales teams, startup sales
Pricing: Starts at $12/user/month

37. Cognism

Cognism is a data-first sales acceleration platform that combines compliant B2B lead generation with intent data and outreach capabilities. It’s especially useful for sales teams looking to power their outbound efforts with high-quality contact data and intelligent sales lead automation.

The platform gives users access to a global database of decision-makers, enriched with mobile numbers, firmographics, technographics, and buying signals. This eliminates the need for manual list building and makes prospecting much more efficient. Cognism’s native integrations with CRMs like Salesforce and HubSpot allow you to push leads directly into your workflows—supporting clean, automated pipeline activity.

Cognism’s Prospector tool enables reps to build targeted lists, automate lead enrichment, and filter based on buying intent, industry, seniority, and more. It’s also equipped with sales workflow automation features such as triggers that notify reps when prospects engage or show buying intent, ensuring timely follow-ups and improved conversion rates.

For teams that need accurate contact data paired with automation-friendly integrations, Cognism helps shorten sales cycles and increase pipeline velocity. Insights from the platform can also be used for automated sales analysis, giving sales managers visibility into outreach performance and lead quality.

Use Cases: Outbound prospecting, SDR teams, B2B SaaS
Pricing: Custom pricing based on user licenses and data volume

38. Snov.io

Snov.io is a comprehensive platform built for outreach, lead generation, and automation—perfect for sales teams and agencies that want to scale their cold email campaigns efficiently. It blends prospecting tools with sales email automation and lead management features, allowing users to handle the full outbound workflow from one dashboard.

The platform makes it easy to find verified email addresses through domain search, company profiles, or LinkedIn integrations. Once leads are captured, users can build automated outreach sequences with personalized emails and follow-ups using its visual campaign editor. These sequences can be triggered by behavioral actions like email opens, replies, or time delays, enabling seamless sales workflow automation.

Snov.io also provides crm automation examples, letting users create pipelines, score leads, and automate deal updates based on engagement. The platform integrates with CRMs like Pipedrive and HubSpot, ensuring that lead data and activities are always synced and accessible.

Its real-time analytics dashboard supports automated sales analysis, showing campaign metrics such as delivery rates, response ratios, and bounce stats—critical for optimizing ongoing outreach efforts.

Use Cases: Cold outreach, lead gen agencies, remote sales teams
Pricing: Free tier available; paid plans start at $39/month for 5,000 credits

39. SmartReach.io

SmartReach.io is a multichannel outreach and engagement platform designed for teams that run high-volume outbound campaigns. It combines personalized cold emailing, LinkedIn automation, calling, and task reminders into a streamlined system, making it a great fit for SDRs and agencies focused on performance-driven prospecting.

One of SmartReach.io’s standout features is its robust sales email automation tools that support conditional follow-ups, A/B testing, and custom variables for deep personalization. The platform automatically pauses sequences based on replies, reducing redundancy and improving the customer experience.

It offers seamless CRM integrations with HubSpot, Zoho, Pipedrive, and Salesforce, supporting CRM and sales automation by syncing lead activity, statuses, and notes in real time. You can also import contacts from Google Sheets or CSVs and trigger workflows across email, phone, and LinkedIn—all managed within the same dashboard.

SmartReach.io’s sales workflow automation helps automate repetitive tasks like assigning leads, tagging based on behavior, and triggering alerts for hot leads. Its analytics dashboard provides detailed automated sales analysis on deliverability, engagement, and conversion metrics, making it easier for managers to track rep performance and optimize campaigns.

Use Cases: Cold outreach teams, lead gen agencies, high-velocity B2B sales
Pricing: Starts at $24/user/month with a 14-day free trial

40. Alore CRM

Alore CRM is a full-stack sales engagement and automation platform that combines lead generation, email automation, and CRM into one streamlined solution. It’s particularly popular with small and mid-sized B2B companies looking to automate outreach while keeping lead data clean and centralized.

Alore allows users to build highly personalized cold email sequences with advanced sales email automation tools, including custom fields, conditional logic, and AI-generated content suggestions. These campaigns adapt based on engagement—pausing or adjusting automatically when a lead responds, ensuring no double messaging or missed follow-ups.

The platform also supports sales workflow automation, enabling teams to automate task creation, deal updates, lead scoring, and rep notifications based on specific triggers. With a built-in calendar scheduler and unified inbox, reps can manage meetings, emails, and replies from one place.

Alore offers native CRM features like contact tracking, opportunity management, and detailed activity logs. Its reporting dashboard enables automated sales analysis of campaign performance, lead quality, and rep efficiency. With integrations into Gmail, LinkedIn, Slack, and various CRMs, Alore supports cross-platform coordination and fast onboarding.

Use Cases: Outbound prospecting, startup sales teams, small B2B sales orgs
Pricing: Starts at $49/user/month; custom pricing for scale

41. Woodpecker

Woodpecker is a reliable and lightweight outbound automation tool designed for cold emailing and follow-ups. It’s ideal for B2B sales reps, freelancers, and agencies that need to manage high-volume outreach while keeping messages highly personalized and avoiding spam filters.

At its core, Woodpecker offers advanced sales email automation tools that allow users to create multi-step sequences with personalized fields, conditional logic, and reply detection. Once a prospect replies or clicks, the sequence stops automatically—reducing inbox clutter and manual intervention. It integrates with Gmail, Outlook, and other major email services to maintain deliverability and trust.

Woodpecker also offers sales workflow automation features, including auto-tagging contacts based on responses, follow-up task creation, and lead list segmentation. While not a full CRM, it syncs with popular systems like Pipedrive, HubSpot, and Salesforce to support simple crm automation examples such as updating lead statuses or pushing campaign outcomes to your sales pipeline.

Its analytics dashboard delivers real-time automated sales analysis, helping you understand which campaigns, subject lines, and follow-up patterns perform best. With a focus on simplicity, accuracy, and deliverability, Woodpecker is a go-to for lean teams running personalized outbound campaigns.

Use Cases: Cold outreach, B2B lead gen, remote sales teams
Pricing: Starts at $29/month per slot

42. Vtiger CRM

Vtiger CRM is an all-in-one platform that blends customer relationship management with powerful automation capabilities for marketing, sales, and support teams. It’s particularly suited for businesses looking to automate both front-end and back-end operations without juggling multiple tools.

Vtiger includes a visual pipeline and deal management system that enables teams to set up sales workflow automation across the customer lifecycle. You can trigger alerts, assign follow-up tasks, and auto-update deal stages based on email engagement or sales activity. Its built-in telephony and appointment scheduling tools reduce the need for third-party integrations, streamlining team productivity.

The platform also features built-in sales email automation tools, which allow users to create email templates, automate drip campaigns, and personalize outreach at scale. These can be integrated into workflows based on contact behavior, lead score, or deal stage—enhancing efficiency and responsiveness.

Vtiger delivers detailed insights through automated sales analysis, covering everything from pipeline velocity and individual rep performance to campaign engagement. Its native integration with tools like Google Workspace, Microsoft 365, and WhatsApp makes it a flexible solution for teams in need of tight coordination between communication and CRM data.

Use Cases: Mid-sized sales teams, service businesses, cross-functional teams
Pricing: Starts at $12/user/month with a 15-day free trial

43. Capsule CRM

Capsule CRM is a clean, user-friendly platform designed to help small and mid-sized businesses manage relationships and grow their pipeline with minimal friction. It strikes a perfect balance between simplicity and functionality, offering essential tools for tracking contacts, managing deals, and implementing light sales workflow automation.

With Capsule, you can organize opportunities using customizable pipelines, automate follow-up tasks, and set activity reminders to keep your sales process moving. Its Tracks feature allows users to define standardized workflows—like a series of follow-ups or check-ins—that can be applied to new deals, ensuring consistency across your sales team.

Though lightweight, Capsule integrates with Gmail, Outlook, Xero, Mailchimp, and more, supporting CRM automation examples such as syncing contact updates, logging communication, and triggering email campaigns. While not a full-blown marketing automation tool, Capsule does support sales lead automation by tagging and segmenting contacts for targeted outreach.

Analytics and reporting tools deliver clear automated sales analysis, helping teams monitor conversion rates, pipeline value, and rep performance. If you're looking for a no-fuss solution to streamline and automate basic sales functions, Capsule offers reliability and ease of use.

Use Cases: Small businesses, professional services, client-centric teams
Pricing: Starts at $18/user/month; free trial available

44. Bitrix24

Bitrix24 is a robust business management suite that includes CRM, collaboration, project management, and automation capabilities. It’s particularly powerful for teams looking to centralize operations while deploying advanced sales workflow automation and communication tools—all in one ecosystem.

Its CRM module allows users to automate lead capture, scoring, nurturing, and conversion using a visual workflow builder. You can define triggers for assigning tasks, sending emails, and updating deal stages based on prospect interactions or team activities. These features make Bitrix24 well-suited for sales lead automation in both inbound and outbound sales environments.

Bitrix24 also includes built-in telephony, email marketing, live chat, and task management tools—eliminating the need for multiple subscriptions. Reps can automate sales email communication, schedule follow-ups, and log all contact history without manual effort. The platform supports CRM automation examples like lead rotation, recurring deal creation, and automatic document generation.

Advanced reporting dashboards offer actionable automated sales analysis, helping managers track conversion metrics, sales rep performance, and pipeline health in real time. Bitrix24 is available in both cloud and on-premise versions, giving flexibility to organizations with specific hosting or compliance needs.

Use Cases: Cross-functional teams, service providers, enterprise SMBs
Pricing: Free for basic use; paid plans start at $61/month for 5 users

45. Engage CRM

Engage CRM is a flexible and intuitive platform designed to help sales teams automate their customer engagement and pipeline management efforts. It focuses on driving efficiency through real-time alerts, smart routing, and contextual communication across channels—making it a practical choice for sales organizations looking to improve responsiveness and close rates.

Its visual pipeline allows for drag-and-drop deal management, while sales workflow automation capabilities ensure repetitive tasks like follow-ups, task assignments, and pipeline updates are handled automatically. Users can define rules based on deal stage, contact behavior, or activity history to trigger actions like notifications, status changes, or internal handoffs.

Engage CRM also includes built-in tools for sales email automation, offering customizable templates, auto-scheduling, and engagement tracking. Reps can see who opened emails, clicked links, or failed to respond—and use these signals to adjust outreach in real time.

Integrated dashboards provide clear, actionable insights through automated sales analysis, highlighting performance bottlenecks, rep productivity, and opportunity trends. Engage CRM supports integrations with Zapier, Google Workspace, and other tools, and its interface is designed for fast adoption by both technical and non-technical users.

Use Cases: Mid-size B2B sales teams, sales-driven service providers, fast-scaling startups
Pricing: Custom pricing based on features and team size

46. Surfe (formerly Leadjet)

Surfe is a modern Chrome extension that acts as a bridge between LinkedIn and your CRM, helping reps eliminate manual data entry and supercharge their prospecting workflows. Built specifically for outbound teams, Surfe enables seamless lead capture, enrichment, and syncing—turning LinkedIn into a fully functional sales engagement environment.

With just a click, users can push LinkedIn profile data (name, title, company, email, etc.) directly into CRMs like HubSpot, Salesforce, Pipedrive, and Copper. It dramatically reduces the time spent on admin work, making it a practical example of crm automation in action. Surfe also supports tagging, note-taking, and task creation right from LinkedIn.

For reps managing large prospect lists, Surfe helps with sales lead automation by ensuring all contact data is structured, up-to-date, and linked to the right pipeline stage. Once synced, automated workflows in your CRM can handle outreach, task reminders, or lead scoring—keeping your pipeline clean and active.

While Surfe doesn’t include native sales email automation, it enhances your existing systems by feeding them high-quality, contextual data that powers smarter engagement. For teams running daily outbound campaigns, it’s a lightweight but powerful tool that fits directly into the prospecting flow.

Use Cases: LinkedIn prospecting, SDR teams, CRM-first sales orgs
Pricing: Starts at €23/month; Pro and Team plans available

47. Chili Piper

Chili Piper is a smart scheduling and lead routing platform built to eliminate the friction between inbound leads and sales conversations. It helps revenue teams speed up response time and book more meetings by automating key parts of the handoff and meeting scheduling process.

Once a lead submits a form, Chili Piper instantly qualifies, routes, and books them with the appropriate sales rep—without back-and-forth emails. This significantly enhances sales workflow automation, ensuring no hot lead goes cold due to delays or misrouting. It integrates natively with CRMs like Salesforce and HubSpot, allowing reps to auto-log meetings, update records, and trigger follow-up workflows.

Chili Piper supports round-robin scheduling, account-based routing, and calendar syncing across time zones. Reps can embed booking links in emails or websites, automate reminders, and enable prospects to reschedule without hassle. While it doesn’t offer full sales email automation tools, it complements your outbound stack by streamlining one of the most crucial conversion points—getting the meeting booked.

Its reporting tools enable automated sales analysis on no-show rates, response times, and booking conversions, helping teams identify inefficiencies and optimize handoffs.

Use Cases: Inbound lead response, SDR qualification, mid-to-enterprise sales
Pricing: Starts at $22.50/user/month; custom pricing for routing automation

48. OnePageCRM

OnePageCRM is a streamlined sales platform designed with a unique “action-focused” philosophy. It transforms traditional CRM functionality into a prioritized to-do list for sales reps, making it ideal for small teams that want structure, momentum, and simple sales workflow automation without the complexity of enterprise tools.

The system revolves around assigning next actions to every contact in your pipeline, helping teams stay organized and move deals forward consistently. These actions can be automated using triggers like lead creation, activity completion, or deal progression—turning daily sales activity into repeatable processes.

OnePageCRM also includes sales email automation tools such as customizable templates, bulk emailing, email open tracking, and click reporting. While it doesn’t offer complex drip campaigns, it’s perfect for task-based automation and quick, personalized outreach.

With integrations into Gmail, Outlook, Mailchimp, Zapier, and major cloud storage platforms, OnePageCRM supports crm automation examples like syncing email conversations, backing up files, or triggering tasks in project management tools. The reporting dashboard helps with automated sales analysis by tracking performance KPIs, sales cycle lengths, and close rates.

For small businesses that want simplicity, speed, and accountability, OnePageCRM offers a refreshingly practical approach.

Use Cases: SMBs, solopreneurs, service-based businesses
Pricing: Starts at $9.95/user/month

49. ClosePlan (now part of People.ai)

ClosePlan, now integrated into the People.ai ecosystem, is a specialized tool designed to help B2B sales teams improve deal execution through structured processes and actionable insights. Built for complex, enterprise-level sales cycles, it supports strategic selling by aligning buyer roles, behaviors, and milestones within your CRM environment.

Its Deal Maps feature helps visualize the buying committee, track stakeholder engagement, and identify decision-making gaps. This functionality enhances sales workflow automation by ensuring every opportunity is mapped and followed up based on account-specific logic and behavior. Integrated directly into Salesforce, ClosePlan automates task assignments, deal updates, and sales coaching steps—streamlining pipeline management for multi-touch deals.

The platform supports sales lead automation by enriching account data and assigning activities based on deal stage, role influence, and risk level. While it doesn’t function as an email platform, it complements CRM automation workflows by providing intelligence-driven prompts and action plans to guide reps through the sales process.

Its advanced analytics and dashboards deliver automated sales analysis to help leadership identify stuck deals, forecast risk, and coach teams using real-time deal health indicators. If your sales motion requires detailed account planning and complex coordination, ClosePlan adds strategic rigor to every opportunity.

Use Cases: Enterprise B2B sales, strategic account planning, Salesforce users
Pricing: Custom pricing based on team size and Salesforce environment

50. Nethunt CRM

NetHunt CRM is a Gmail-based solution designed to bring CRM and automation features directly into your inbox. Perfect for startups and lean sales teams, it enables reps to manage contacts, deals, emails, and tasks without switching platforms—while offering powerful sales workflow automation to streamline daily operations.

Fully integrated with Google Workspace, NetHunt allows you to create and manage pipelines, log activity, and trigger follow-up workflows based on custom rules. You can automate deal progression, assign tasks, and send notifications when specific conditions are met—ideal for fast-paced teams looking to reduce manual admin work.

NetHunt’s sales email automation tools allow for personalized bulk email campaigns, drip sequences, and behavior-based follow-ups. Built-in open and click tracking helps reps gauge engagement, while email templates and merge fields make personalization at scale easy and efficient.

It supports crm automation examples like auto-updating contact records from emails, syncing calendar events, and linking files directly from Gmail. The reporting dashboard provides real-time automated sales analysis, helping managers track KPIs, forecast revenue, and measure rep performance.

NetHunt is a natural fit for businesses that live in Gmail and want to embed CRM and automation directly into their daily sales workflows.

Use Cases: Startups, Gmail-based sales teams, solopreneurs
Pricing: Starts at $24/user/month; 14-day free trial available

How to Choose the Right Sales Automation Software

Choosing the right tool depends on your team’s structure, selling style, and growth stage. Start by asking: is your sales model inbound, outbound, or hybrid? Outbound-focused teams often benefit from tools with strong sales email automation tools (like Lemlist or SmartReach.io), while inbound-heavy orgs may prefer CRM-first platforms like HubSpot or Zoho CRM for full-funnel visibility.

Team size matters, too. Lean startups might opt for agile platforms with built-in CRM automation examples, while enterprises need integrations across marketing, sales, and analytics. Evaluate whether a tool supports your existing stack and offers deep integrations with platforms like Gmail, Salesforce, or LinkedIn.

Budget is another critical factor—there’s a big difference between $20/month tools like Pipedrive and custom-priced platforms like Salesforce or SalesLoft. Factor in onboarding support, learning curves, and whether the provider offers live training or only documentation.

Look for a tool that not only automates tasks but also aligns with your workflows, data flows, and customer journey. Scalability, usability, and support are often more important than feature bloat.

Sales Automation Process: What It Looks Like

Here’s a simplified flow of how automation typically enhances your sales funnel:

• Lead Capture: From forms, ads, or scraping tools like Apollo.io or Cognism
• Automatic Lead Scoring & Assignment: Tools like LeadSquared and ActiveCampaign auto-assign hot leads
• Email Sequence Follow-Ups: Platforms like Mailshake and Klenty handle multistep cadences
• Pipeline Stage Transitions: CRMs like Pipedrive and Close move deals automatically based on activity
• Sales Forecasting: Insightly, Copper, and Salesforce provide predictive revenue dashboards
• Closing & Post-Sale Automation: Keap and Zoho CRM trigger invoices, handoffs, or surveys

This automation frees up reps from admin work and keeps the buyer journey smooth, consistent, and measurable.

FAQs

Q1: What is sales automation and why is it important?

Sales automation refers to using software to handle repetitive sales tasks—like outreach, follow-ups, data entry, and lead assignment. It increases efficiency, reduces manual errors, and helps reps focus on selling, not admin.

Q2: What are the best sales automation tools for startups?

Startups typically need tools that are affordable, easy to use, and integrate with their stack. Great options include Pipedrive, Zoho CRM, SmartReach.io, Mailshake, and OnePageCRM.

Q3: How does sales automation work in a CRM?

In a CRM, automation can handle task creation, deal updates, lead scoring, and activity logging. For example, if a lead opens an email, the CRM can automatically update the deal stage or assign a follow-up task to a rep.

Q4: What’s the difference between marketing and sales automation?

Marketing automation nurtures leads at scale—email campaigns, newsletters, and content delivery. Sales automation focuses on one-on-one engagement: booking demos, sending follow-ups, and managing deals in the pipeline.

Q5: Can sales automation replace human reps?

No—but it can amplify them. Automation handles repetitive tasks, while reps handle the nuance: negotiation, discovery, and relationship-building. Think of automation as your assistant, not your replacement.

Conclusion

Sales automation helps teams close more deals in less time—by reducing manual tasks, increasing consistency, and improving speed-to-lead. With dozens of tools available, from budget-friendly platforms to enterprise-grade software, there’s something for every use case.

We recommend experimenting with free trials, starting with 2–3 tools that match your sales model, then refining your stack as your team grows. Remember: the best automation is the one that’s personalized, not robotic. Focus on relevance, timing, and integration.

Choose a platform that aligns with your workflow, supports your growth, and empowers your team to sell smarter—not harder.