Best Sales Force Automation Software

ActiveCampaign automates the busywork across your sales process. From auto‑creating deals when forms are submitted, to routing leads, assigning tasks, and sending timely follow‑ups, every workflow can be driven by behavior and scores. AI‑powered win probability and deal scoring keep reps focused on high‑impact actions.

Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier.

Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today.

Kixie is a revenue engagement platform that helps teams connect faster, sell smarter, and scale efficiently with AI-driven automation and seamless CRM integration. ✔️ Outbound Sales: Increase connection rates by up to 400% with AI-powered Local Presence Dialing, Multi-Line PowerDialer, and Spam Risk Reduction. ✔️ Marketing: Automate calls and texts for instant follow-ups and personalized, scalable outreach. ✔️ Inbound Sales & CS: Streamline workflows with CRM-based call routing, shared SMS inboxes, and automated responses. ✔️ RevOps & Leadership: Optimize team performance with AI-powered call insights, live coaching, and real-time analytics. 🚀 Boost productivity and revenue with Kixie. Visit our website to get started for free today, no credit card required!

HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.

Close is a sales customer relationship management platform (CRM) built to help you win more deals much faster. With built-in calling, SMS, and email—your team can reach leads wherever they are, with ease. Close is an “all-in-one” CRM which you can use standalone, no plug-ins or add-ons needed. Close is affordable and easy to learn. It's the perfect CRM for startups and small businesses looking to grow fast, who don't want to pay enterprise prices. Plans start at just $49/month. Close comes jam-packed with sales features to power your team, including an automatic inbox syncing, email/SMS messaging automation, Power Dialer, Predictive Dialer, call tracking and recording, VoIP, custom reporting and analytics, and so much more. Our templates are excellent for a number of fields, including real estate, B2B/SaaS, small business, finance, and beyond. Support is offered via email, phone, online FAQ documentation, and a self-service knowledge base.

All-in-One CRM. Automate your sales, marketing, and service in one platform. Avoid data leaks and enable consistent messaging. Make the most of Agile's modern features & integrations, easy implementation and great support at an affordable price. Cloud based SaaS service that is mobile-ready, fast, and simple to use. Agile CRM gives you a range of prepackaged email marketing templates to give your business the visually appealing, professional look and feel it needs. Check out Agile’s email marketing template examples, then select the template you prefer, draft your message, and automate the send. You can also create custom templates—with no programming experience—that pull in your branding for added impact. Make the most of Agile's modern features & integrations, easy implementation and great support at an affordable price. Cloud-based SaaS service that is mobile-ready, fast, and simple to use.

Demodesk is the #1 customer meeting platform for sales and success teams. We empower customer-facing reps to become top performers – by guiding them in real-time, automating non-selling tasks and engaging customers on a whole new level. Demodesk automatically loads the perfect playbook into every customer meeting – guiding reps with the right slides or web apps to present, talk tracks and battle cards on the spot. Sales teams can automate non-selling tasks from scheduling, meeting preparation, CRM documentation to follow-up. Our breakthrough screen sharing technology makes meetings truly interactive and lets customers interact with the software during the meeting. AI-based insights help sales leaders understand what's happening in the call, understand what works and coach teams in a world where everyone works from anywhere. Demodesk seamlessly connects with your entire tech stack including G Suite, Microsoft Office, Salesforce, Hubspot, Pipedrive, Gong and many more.

Sales Enablement that Closes Deals. The most complete sales engagement platform for content, communications, and sales intelligence to make every buyer interaction count. Organize recommended content and team collections to ensure discoverability – making it easy to assemble and personalize content that is always up to date. Make every customer interaction matter — online, email, mobile, screen share and in-person communications made easy. Unprecedented visibility into every customer interaction – giving reps, sales leaders and marketers the engagement insights they need to make better business decisions. Guide sellers to the right content, at the right CRM stage – unique rules-based recommendations drive an awesome sales process and increase productivity. On-board faster and scale best practices – ClearSlide Replay recordings and performance dashboards support coaching and visibility into meetings, presentations, and slides.

Klenty is a sales engagement platform that can help sales teams reach out to prospects by sending personalized emails and automated follow-ups at scale. Using Klenty, you can automate all the repetitive activities involved in your sales process like sending cold emails, follow-ups, tracking engagement metrics, etc - so that you can focus more on activities like building relationships and closing deals. Klenty has native integration with many of the popular CRM's like Pipedrive, Salesforce, Zoho, Hubspot, etc. that will help your teams automate the entire sales workflow and save your team hours every week.

Applications for small companies with large ambitions. A CRM system for your sales department to track the entire client journey from the initial click to closing the deal. Smart mail will save the information about your clients, sort emails by tags, help plan tasks on a Kanban board, and create email templates. You can communicate with your clients and colleagues in the chat. Our chat is integrated into all FreshOffice products, bringing it to your fingertips any time you need it. Automation will start ad impressions in social media, automatically send email notifications and text messages, assign tasks and create leads. Regardless of whether or not you are an expert data analyst, you can access detailed analytics of all key parameters.

Reply.io helps sales teams book more meetings and close deals faster with AI-powered, multichannel outreach. It is your all-in-one sales engagement platform that automates outreach, finds leads, and turns them into booked meetings. Reply’s built for sales teams, founders, and agencies who want to grow their pipeline without the manual grind. Just plug in your strategy → Reply handles the rest. Key features: - AI SDR that works for you; - Built-in B2B database; - Multichannel outreach; - Findy Chrome Extension; - AI-powered personalization; - Email Deliverability Suite. What makes Reply different: - Your own AI SDR that doesn’t just automate, It actually learns your product and adapts your outreach. - Whitelabel available. Perfect for agencies that want to offer a branded solution. - Agency Growth Hub. Purpose-built tools for lead gen agencies: dashboard, API, client management, bulk actions.

Automate customer engagement with our Drips technology. Go4Clients latest Drips feature uses a combination of SMS, Voice, Email, and Mobile Landing Pages to interact with your customers. Map out the customer journey and let consumers flow down your sales funnel automatically. Trigger messages with different channels based on a user's actions or no actions. Want to BOOST YOUR SALES? Easy. Integrate your current forms to Go4Clients and automate your communications in just a few minutes. Go4Clients allows you to automatically pass data to and from other web services without writing a single line of code. DRIPS make omnichannel and automation simple. Just pick your message and choose the most relevant channel for the very right time. Let’s start connecting with customers anywhere in the globe. Go4Clients has worked across many Industries.

Get more replies, book more meetings, and ensure nothing falls through the cracks. Powering fast growing companies that care about customer experience. Win more replies, meetings, and deals with smart messaging. Improve the customer experience and increase team engagement. Know exactly which candidates open your email, and what content they viewed. Increase sales performance, align your reps, and automate busywork. Analyze performance trends and improve process form a bird’s eye view. Open more doors and 10x your productivity without leaving your inbox. Improve CRM hygiene and automate busywork with automatic Salesforce syncing. You'll know as soon as someone opens your message with real-time email tracking & alerts. Know exactly which messages get the most engagement. Compare impact by team, individual, and campaign. Receive alerts on desktop, email or Slack based on the actions you choose.

Turn your daily email chaos into organized workflows. Manage all your Email, Tasks & Teamwork in one place, right from your Gmail Inbox. Sortd transforms your Gmail Inbox into a dynamic workspace that boosts your productivity and simplifies your life. Built on the most reliable platform in the world... your Inbox. There are loads of useful email apps out there, but you already use Gmail. So we built Sortd to work right there. No more need to switch between apps all day. Sortd Boards are a perfect place for emails that you usually mark as unread. Set up as many boards as you need to organize your work in contexts. Your Inbox was never meant to be a To Do list. This is. Start every day with a clean slate, decide which emails to action, then power through your plan distraction free. Pop tasks and emails back into your Inbox when they need to be actioned or followed-up.

What is Calldrip and why should my sales organization use it? For more than 10 years Calldrip has been dedicated to helping businesses respond immediately to new inquiries. We've leveraged this experience to develop our suite of sales automation tools and have now deployed this technology to thousands of customers worldwide. By triggering a phone call between your sales team and your prospect while they're still on your website, were able to increase conversations by as much as 900%. The privately held, fast-growing company is based in Salt Lake City, UT. In todays Google Micro Moments world, business must engage with the prospect FAST. Calldrip ensures instant engagement and spotlights potential problems in the sales processes.

Connect systems of engagement and customer data when it matters most to enable intelligent, contextual conversations. Make seamless customer experiences your standard. Tenfold gives service and sales reps the full context of each customer at every point of interaction — all in a single pane of glass. Our technology helps reps anticipate customer needs and take key actions to close more tickets and sales. Save reps time and hassle with our wide array of workflow automations. Tenfold automatically logs all your customer interactions and notes in your CRM. End manual dialing with our Click-to-Dial feature. Use a single interface to access features like script pop-up, seamless note taking, and more.

Put your customers first and grow better with HubSpot’s AI-powered customer platform. Connect your front office teams through a complete view of the customer journey. Use AI-powered tools to deliver a seamless customer experience Easily adapt to emerging industry trends and technologies. Traditional CRMs alone aren't enough to drive growth. Most aren’t designed for customer connection, which is critical in an AI-driven world where customers can explore, evaluate, and buy with efficiency. HubSpot’s customer platform is so much more. It’s powered by Smart CRM that combines customer data with AI to help you adapt, products for engaging customers across the entire journey, and an ecosystem of integrations, education, and community. It’s built for businesses to connect with customers, and grow better.

CallAction automates time-consuming, repetitive sales tasks of the customer lifecycle. Frictionless lead generation using call, text or email communication channels on your online & offline marketing. Save time with automated data entry into your CRM. Instantly respond to every email lead or phone call to improve lead conversion by up to 391%. Automate your response & follow-up processes with authentic, advanced drip campaigns. Nurture your database of leads forever with scalable, authentic automation using different communication channels. Leverage resumable long-term drip campaigns featuring powerful scheduling options. Call capture system generates leads from inbound phone calls and text into your CRM. Discover secondary lead opportunities with real-time data append intelligence. First to claim, jump-ball broadcast of inbound calls and email leads to your team.

With StitchView, you’ll instantly see context – relevant customer information across all your apps in one workspace view. Access to more applications and data shouldn’t slow you down. Eliminate the redundancy in the searching, input, and sharing of data across multiple applications. Load and sync information across your entire view. Assemble and save optimized workspace views with groups of apps in a layout suited for a one-screen-glance workflow. Easily search and launch specific apps, views, and data all from one place. Save significant time by reducing redundant search across multiple applications. Managers can create and distribute custom workflows and app views to their team to foster better process and deliver consistent results. Trigger a series of predefined workflow actions to automate the visibility of contextually-relevant customer data and take real-time action. Drag and drop data from one app to another to selectively share context.

Maximize your reach with our scalable, multi-channel engagement platform driven by real data, customized strategy, and full automation.‍ Reaching the right people at the right time is the key to building a successful network. Our market-leading email sourcing and sequencing helps you directly reach the people that matter the most. Our proprietary lead generation technology means you attract intelligent, professional, and high-value prospects. Our tech is compatible with all your favorite sources. Data enrichment collects accurate contact information, meaning we verify every new prospect to ensure you do not miss any opportunities. Buzz generates reports on actionable improvements to help you drive continuous growth and maximize efficiency. Sequential cadences allow automated, perfectly timed follow-ups for your direct messages and most subtle touchpoints.