Top 10 Sales Automation Software For Enhancing Your Sales Process

Are you in the sales industry spending more time on administrative tasks than on making sales? You're not alone if you answered "Yes" to the above question.

Why Sales Automation Tools Are Necessary For Any Industry?

The competition in the market may be cut-throat, but a lot of sales reps are still working with outdated systems. The result is that instead of working to increase profitability, your sales team is probably busier performing manual activities that drain their time and productivity. Forbes reports that sales reps spend as much as 64.8% of their time working on non-revenue-generating tasks. With this figure, it becomes easy to visualize how this ends up compromising your team’s overall effectiveness and success.

The quickest method to resolve this problem is by switching to software that automates your sales system. You can free up your sales reps’ time by putting mundane everyday tasks on auto-pilot. Another benefit of using sales software is that it can effectively streamline your internal processes, sync your sales and marketing teams, and modernize your old systems using cutting-edge cloud technology.

Statistics, too, back up this claim. Automating your sales process enhances sales productivity by 14.5% and increases deal closures by 30%. Furthermore, switching to a cloud automation system can boost companies’ revenue growth by 15% and help them gain 5 times more clients than the companies still relying on manual systems.

So, automating your sales process can level up your entire sales pipeline, deriving more profitability than you can probably imagine working manually.

How To Choose Sales Automation Software?

Choosing the right sales automation software for your business can greatly improve your sales processes and boost your team's productivity. Here are some steps to help you make a proper decision.

Identify your sales automation needs

Before you start evaluating sales automation software, identify your specific sales automation needs. Consider factors such as the size of your sales team, your sales process, and the key areas you want to automate, such as lead generation, contact management, email automation, or reporting.

Research available options

Conduct thorough research on the various sales automation software options available in the market. Look for reputable vendors that have a good track record and positive customer reviews. Consider factors such as features, pricing, ease of use, scalability, and integration capabilities with your existing sales and CRM tools.

Define your budget

Establish a budget for your sales automation software. Consider both upfront costs, such as license fees, as well as ongoing costs, such as subscription fees and any additional charges for extra features or users. Make sure the software you choose fits within your budget and offers a good return on investment (ROI).

Evaluate features

Consider the features offered by different sales automation software options and how they align with your specific needs. Some common features to look for include lead capture and qualification, contact and opportunity management, email automation, analytics and reporting, and integration with other tools, such as CRM systems.

Consider ease of use

Look for sales automation software that is easy to set up and use, with a user-friendly interface. Consider the learning curve for your sales team and whether the software requires extensive training or technical expertise.

Check scalability

Consider whether the sales automation software can scale with your business as it grows. Look for software that can accommodate an increasing number of users, leads, and contacts and that can be easily customized to meet your changing sales processes and requirements.

Integration capabilities

Consider how well the sales automation software can integrate with your existing sales and CRM tools. Look for options that offer seamless integration with your current software stack to avoid disruptions to your sales processes.

Test usability

Try out demos or free trials of the sales automation software options you're considering to get a hands-on experience with their usability. Involve your sales team in the evaluation process to get their feedback and ensure the software meets their needs.

Check customer support

Consider the level of customer support offered by the sales automation software vendor. Look for responsive customer support options, including technical support, training, and documentation.

Read reviews and ask for recommendations

Read customer reviews and testimonials to get insights from other businesses using the sales automation software. Ask for recommendations from colleagues or industry experts who have experience with sales automation software.

Now let’s explore the 10 best sales automation tools that will help you save time, deliver consistent growth, and, most importantly, close more deals. is a sales automation tool designed specifically to automate your scheduling and email tracking processes. Stop worrying about forgetting to make follow-up calls or sending emails to potential customers - will do the job for you. This tool tracks your emails, automates the follow-up system, merges emails, and performs meeting coordination.

At the same time, the app has additional functionalities that help you customize your follow-up process. You can also get email performance metrics to improve your email marketing effectiveness. As reported by many users, the most useful feature is email snippets. You can reduce the time you spend drafting emails by activating this feature in Gmail. You can also explore the built-in CRM capability and use the templates it offers. Details

Main features of

  • Data import and export
  • Templates
  • Customization
  • Smart alerts
  • Visual dashboard
  • Analytics
  • Reporting integrations:

  • Salesforce
  • Pipedrive
  • Webhooks
  • HubSpot
  • Insightly
  • Zoho CRM
  • SugarCRM
  • Base
  • Nutshell
  • Zapier is a powerful tool for proper sales pipeline management. Pricing pricing plans:

  • Basic - $5
  • Starter - $10
  • Professional - $20

This sales automation platform also offers a 30-day trial. pros:

  • You can use snippets while writing emails, which makes the process quicker and easier
  • It decreases the time it takes to send emails
  • Its automated feature of follow-up emails is handy cons:

  • Some users have reported that the app freezes sometimes
  • The Chrome extension needs an upgrade
  • The spelling and grammar check feature needs improvements

This automation software is worth your attention.

We recommend using to automate and streamline your sales process, particularly email marketing. It is highly effective for your sales team as it saves time by following up with leads and converting them into customers without demanding manual intervention. If that’s the functionality you want, don’t forget to try this sales automation platform out.


Pipedrive is an agile software designed to automate your sales process and conduct lead management. Using this tool, you can track your leads effortlessly. At the same time, you can optimize your sales pipeline and convert leads into customers.

This sales automation tool has many valuable integrations. You can integrate any third-party sales apps you already use for lead generation to increase their functionality multiple times. The app has an intuitive interface that offers a seamless user experience.

Pipedrive Details

The main features of Pipedrive:

  • Activity dashboard
  • Smart alerts
  • Calendar management
  • Reminder system
  • Call list management
  • Call management
  • Call recording
  • Campaign management
  • Cataloging
  • Categorization
  • Churn management
  • Client tracking
  • Collaboration tools
  • Third-party integrations

Some of Pipedrives’s most useful integrations:

  • Microsoft Teams
  • Google Meet
  • Zoom Meetings
  • Dealbot for Slack
  • HubSpot
  • Xero
  • LinkPort
  • Trello
  • QuickBooks
  • Outfunnel
  • Seamless.AI
  • Aircall
  • JustCall
  • PandaDoc Proposals & sSignatures
  • Zapier

Pipedrive is a tool that any sales rep should have in his or her arsenal.

Pipedrive Pricing

Pipedrive offers the following pricing plans:

  • Essential - €12.50/month/one user
  • Advanced - €24.90/month/one user
  • Professional - €49.90/month/one user
  • Enterprise - €74.90/month/one user

The app offers a 14-day free trial for any pricing plan.

Pipedrive pros:

  • The user interface is sleek and easy to use.
  • The integration with Zapier is highly effective and increases the app’s functionalities.
  • The customization features can help deliver a uniform customer experience to your clients.

Pipedrive cons:

  • There is no native dark mode.
  • Some features of the app take a lot of time to discover and use.
  • Some of the useful features are only available in pricier plans.

This sales automation software will increase your effectiveness along with profits.

We recommend using Pipedrive to help your sales team focus on building meaningful relationships with your customers and successfully turning your leads into clients. This tool enables you to spend less time performing repetitive administrative tasks!


Sprintful is a powerful scheduling tool designed to help you manage your calendar and clients. You can use it to automate and streamline your scheduling processes. With this app, you no longer have to call clients repeatedly or send reminders. Use the built-in features to book appointments, send smart alerts, and convert leads into paying customers effortlessly.

The app also offers a self-booking feature. You can allow your clients to book appointments with you at their convenience. Also, all the mainstream calendars (any that you already use, such as Outlook or Google Calendar) can be integrated with your Sprintful schedule, preventing double bookings and time slot conflicts. In addition, this app has deep customization features using which you can place your logo and brand colors to deliver a seamless experience to your clients.

Sprintful Details

The main features of Sprintful:

  • Calendar scheduling
  • Calendar management
  • Automated scheduling
  • Appointment scheduling
  • Self-scheduling
  • Real-time calendar sync
  • Custom branding
  • Automated reminders and alerts
  • Custom notifications
  • Calendar embedding
  • Custom CSS
  • Team collaboration
  • Third-party integrations

Sprintful most useful integrations:

  • Google Calendar
  • Outlook Calendar
  • Google Meet
  • Zoom
  • Slack
  • Microsoft Teams
  • Custom Domain
  • Zapier

Sprintful allows sales managers to properly handle sales workflows.

Sprintful pricing

Sprintful offers the following pricing plans:

  • Basic - $9.0/month
  • Professional - $19/month
  • Business - $49.0/month
  • Enterprise - (100+ users) at request

It also offers a 7-day free trial.

Sprintful pros:

  • This app offers an affordable sales scheduling solution.
  • It allows the self-booking feature that empowers your customers.
  • With a simplified process of automated reminders, you can build better customer relationships.

Sprintful cons:

  • The integrations are limited.
  • You will have to invest some time in learning how to use the app.
  • You should buy pricier plans to get wider functionalities.

Sprintful is your best automation software for scheduling.

Sprintful can help you automate and streamline your sales scheduling process. Maintaining an updated schedule is one of the biggest hassles regarding client management. But with Sprintful, you can ensure you stay on track every single day. No more forgetting calls or appointments and wasting time on reminders! Use the power of automation to boost your productivity and improve your customer relationship management.

HubSpot Sales Hub

HubSpot Sales Hub is a useful tool to automate your sales process. You can use it to improve your sales management capabilities, as its rich features cover major areas of operations. Like the HubSpot CRM software, you can use this app to conduct CRM activities such as maintaining customer databases, tracking leads, and ensuring data-driven decisions relying on the sales analytics and reporting feature.

Additionally, HubSpot Sales keeps complete track of your email marketing campaigns. The tool will notify you with smart alerts when a potential lead opens or clicks your emails or downloads the attachment. With HubSpot Sales, you can also analyze how many receivers opened the email, from what devices, how many times they viewed it, at what time, etc.

HubSpot Sales Hub Details

The main features of HubSpot Sales Hub:

  • Call management
  • Contact management
  • Customer database
  • Email marketing
  • Lead management
  • Proposal generation
  • Referral tracking
  • Sales forecasting
  • Sales analytics
  • Reporting
  • Third-party integrations

HubSpot Sales Hub integrations:

  • Microsoft 365
  • Google Workspace
  • Gmail
  • Samepage
  • eSign Genie
  • eFileCabinet
  • Microsoft Outlook
  • Sisense
  • Hopin
  • CloudTalk
  • Scoro
  • Fomo
  • Aircall
  • Mouseflow
  • Tribe
  • Leadfeeder
  • Zoho Cliq
  • Sales msg

HubSpot Sales Hub is maybe the best sales automation software.

HubSpot Sales Hub Pricing

HubSpot Sales Hub offers the following pricing plans:

  • Starter - $45/month
  • Professional - $450/month
  • Enterprise - $1200/month

HubSpot Sales Hub also provides demos of premium editions.

HubSpot Sales Hub pros:

  • This sales automation software combines sales, marketing, and CRM functionalities.
  • It can be integrated with your calendars which makes it effective for scheduling as well.
  • It works easily with your official Gmail account.

HubSpot Sales Hub cons:

  • Some useful functions are only available in pricier plans.
  • Marking the contacts can be a cumbersome process.
  • The third-party integrations can sometimes work improperly.

HubSpot Sales Hub is considered one of the best sales automation tools in the world.

HubSpot Sales Hub is a great choice if you are primarily looking for CRM capabilities but also want to benefit from this software's sales and marketing tools. This sales automation software has multiple features that you can use to perform various tasks.


Autoklose is a sales automation software targeting small businesses, sales teams, and entrepreneurs. Its wide-ranging functionalities can help the sales team hit their target and optimize their processes through automation. This tool enables you to reach out to your target audience and nurture your prospects along with B2B leads.

You can also engage with your clients easily, as it allows you to run personalized email campaigns. Accordingly, you can build better customer relationships. At the same time, this automation software is handy for measuring your team’s performance, analyzing your campaigns’ success, and ensuring greater profitability.

Autoklose Details

The main features of Autoklose:

  • AB testing
  • Audience targeting
  • Campaign management
  • Contact database
  • Contact management
  • Customer database
  • Data import/export
  • Email marketing
  • Event-triggered actions
  • Lead database integration
  • Lead management
  • Lead nurturing
  • Lead qualification
  • Lead segmentation
  • Opportunity management
  • Reporting & analytics
  • Third-party integrations

Autoklose integrations:

  • Salesflare
  • Calendly
  • HubSpot
  • Pipedrive
  • Scheduleonce
  • Drip
  • Zoho
  • Office 365
  • Google Calendar
  • ClickFunnels
  • Salesforce
  • Gmail
  • Zapier

This software greatly simplifies sales management.

Autoklose Pricing

Autoklose offers the following pricing plans:

  • Auto Kloser - $59.99/month
  • Advanced Kloser - $69.99/month
  • Accelerated Kloser - $99.99/month

Each pricing plan offers a free 14-day trial.

Autoklose pros:

  • It automates personalized email campaigns.
  • It allows you to set the frequency at which you want to send automated emails.
  • It helps you manage multiple email campaigns.

Autoklose cons:

  • The app does not give a list of imported contacts.
  • The number of integrations with mainstream CRM software is limited.
  • It limits the number of emails to be sent in a day.

With its multiple sales-centered features, Autoklose can solve many sales-related issues. It offers an easy-to-use interface while allowing you to leverage the power of automation to conduct your day-to-day tasks with minimum effort and time investment. You can use it to automate your sales processes and optimize your CRM.


Mailchimp is an automated platform to help you streamline your sales and marketing processes. Whether you are a solopreneur, run a small business, or manage a large enterprise, you can use this tool to improve your sales. It has rich functionality and aids you in multiple areas, like building customer relationships, managing marketing campaigns, increasing engagement, and overseeing overall sales processes.

This app is intuitive and AI-based, making it easy to learn and use. You can use it to create ads, make landing pages, get insights via analytics, and successfully close deals.

Mailchimp Details

The main features of Mailchimp:

  • Audience targeting
  • Auto-responders
  • Automated publishing
  • Behavior analytics
  • Campaign analytics
  • Campaign management
  • Contact database
  • Content management
  • Conversion tracking
  • Analytics
  • ROI tracking

Mailchimp integrations:

  • Google Drive
  • Microsoft Excel
  • PayPal
  • Slack
  • Trello
  • Google Sheets
  • Microsoft365
  • WordPress
  • Gmail
  • Salesforce Sales Cloud
  • Acuity Scheduling
  • Asana
  • Basecamp
  • Github
  • Evernote
  • HubSpot Sales Hub
  • Shopify
  • Eventbrite
  • Zapier

Mailchimp is one of the best automation tools on this list.

Mailchimp Pricing

Mailchimp offers the following pricing plans:

  • Essentials - $13/month
  • Standard - $20/month
  • Premium - $350/month

Essentials and Standard plans are free for the first month.

Mailchimp pros:

  • It has a clean and easy-to-use user interface (UI).
  • It offers great features at an affordable price.
  • It has a powerful list of third-party integrations.

Mailchimp cons:

  • The email templates are limited in style.
  • The contact management feature can be updated for greater convenience.
  • Some other apps offer better automation features than this one.

Mailchimp is one of the sales automation tools each sales team should try.

Mailchimp is a great sales automation software for anyone, but it is particularly useful for small businesses and solopreneurs who want to expand their customer base. You can use this sales automation tool to run successful email campaigns and remove any errors and delays from your sales process. Since it offers 30 free days for 2 pricing plans, you can easily try it to determine whether it fits your needs.

Pega Sales Automation

Pega Sales Automation is a high-powered AI-based tool, part of the larger Pega platform. While the platform has advanced and wide capabilities, this particular feature is designed to optimize and automate the sales process for greater efficiency and performance. Since this sales automation software is intuitive, it helps you make data-driven decisions about improving your sales strategies.

Using Pega Sales Automation, you can perform and optimize lead nurturing and task automation. It helps you manage your accounts and email contacts. You can also rely on its sales forecasting feature to make better decisions. This sales automation software offers incisive analytics, using which you can introduce necessary improvements in your processes, team performance, accounts, and business units.

Pega Sales Automation Details

The main features of Pega Sales Automation:

  • AI-based system
  • Contact management
  • Account management
  • Knowledge management
  • Email integration
  • Calendar integration
  • Sales forecasting
  • Intelligent reporting
  • Analytics
  • Mobile app

Pega Sale Automation’s integrations:

  • Outlook
  • Webex
  • Cisco
  • Jira
  • CA Agile Central
  • OAuth 2.0

Pega Sales Automation is a great software for lead generation.

Pega Sales Automation Pricing

Pega Sales Automation offers the following pricing plans:

  • Standard Edition - $140/month
  • Intelligence Edition - $170/month
  • Engagement Edition - $250/month

You must explore the editions, decide which one works for you and then contact the Pega team to get a custom offer for the plan you want.

Pega Sales Automation pros:

  • Its use can be combined easily with other Pega platforms such as Pega Platform, Pega Customer Service, Pega Customer Decision Hub, and more.
  • It is an intuitive and adaptive tool.
  • It is AI-based and can help you make intelligent sales decisions.

Pega Sales Automation cons:

  • It is a very technical tool that has a steep learning curve.
  • The reporting feature is not very detailed.
  • It can be slow sometimes.

Pega Sales Automation is one of the most powerful among the best sales automation tools.

Pega Sales Automation is a very specific platform geared exclusively toward those looking to upgrade their sales system and make more sales. This sales automation software is technical and somewhat complicated to understand compared to others on the list. But if you are ready to invest time to get a comprehensive tool, it is worth that time.


Overloop, formerly known as, is one of the market's most promising sales automation tools that boast excellent CRM capabilities and provide valuable sales automation and lead management features. You can use this sales automation software for various aspects of your sales process.

Overloop has multiple integrations, so you can easily expand its functionalities and use it for other purposes such as conducting calls, streamlining internal communication, ensuring smooth scheduling, or even doing accounting tasks. You can customize it according to your needs. The strongest feature is its CRM software which enables you to manage your prospects, improve engagement, and build healthy customer relationships for continued success.

Overloop Details

The main features of the Overloop:

  • CRM software
  • Campaign management
  • Contact management
  • Goal management
  • Lead management
  • Opportunity management
  • Performance metrics
  • Proposal management
  • Reports and analytics
  • Third-party integrations

Overloop integrations:

  • Slack
  • Typeform
  • Google Calendar
  • Google Forms
  • Microsoft Teams
  • Todoist
  • Trello
  • Zoom
  • Leadfeeder
  • Quickbooks
  • Asana
  • PandaDoc
  • Calendly
  • CloudTalk
  • ClickMeeting
  • Google Meet
  • Xero
  • Wrike
  • Mailchimp
  • Overloop Chrome Extension
  • Zapier

Overloop is a must-have tool for any sales rep.

Overloop Pricing

Overloop offers the following pricing plans:

  • Free CRM software - $0
  • Advanced - $99/month

Overloop pros:

  • The automation features are easy to use.
  • The dashboard simplifies the entire working process.
  • It has a detailed reporting feature that gives crucial insights into the business.

Overloop cons:

  • This sales automation software does not offer versions compatible with Android, iPhone, or Mac.
  • Customer service can be improved and faster.
  • The limit to sending 100 emails in an hour is terrible.

This sales automation software is worth your attention.

Overloop ( consolidates various sales processes on a single platform, including data entry, emailing, analyzing, prospecting, and more. Functionalities are not limited and can enable you to take care of the entire sales process. However, the app’s best functionality is its CRM software. When it comes to maintaining and improving your relationship with your leads and clients, this app really shines.


Growbots is a lead generation platform that can be used to streamline and optimize your entire sales process. This sales automation software helps you manage campaigns and make them more personalized.

Growbots also has CRM software capabilities through various native integrations, including Salesforce and Hubspot.

Growbots Details

The main features of Growbots:

  • Contact database
  • Data import/export
  • Lead capture
  • Pipeline management
  • Prospecting tools

Growbots integrations:

  • Salesforce CRM
  • Hubspot CRM
  • Google Sheets
  • Asana
  • Slack
  • Calendly
  • Zapier

Growbots is a good marketing automation platform.

Growbots Pricing

Growbots offers the following pricing plans:

  • Outreach - $49/month
  • All-in-One - $199/month
  • Pro - at request

There is also a quarterly “Starter” subscription.

Growbots pros:

  • It is easy to set up and use.
  • It makes outreach very easy.
  • The customer support is quick and effective.

Growbots cons:

  • There is no mobile app.
  • The app is not yet available to be used on Mac or Linux.
  • The navigation buttons can be updated for a more seamless user experience.

Growbots is maybe the best sales automation software to accelerate your lead generation. This marketing automation platform also has a pretty good reporting and analytics feature, using which you can gain crucial insights into the performance of your campaigns as well as the overall business. You can use these data to make better decisions. This automation platform can be convenient for a small business because it offers rich features at an affordable rate.


Calendly is a calendar tool precious for those who want to automate their scheduling processes. Marketing and sales teams conduct regular calls, meetings, and follow-ups. They can easily use Calendly to schedule their meetings online. Clients can also book meetings through the self-booking feature.

Since Calendly has native integrations of mainstream calendars such as iCal and Google Calendar, your schedule will be synced in real-time. This will help you avoid potential conflicts and double bookings. Also, Calendly has automation features, so you no longer have to manually send emails, notifications, or reminders.

Calendly Details

The main features of Calendly:

  • Calendar management
  • Appointment scheduling
  • Availability management
  • Meeting management
  • Event scheduling
  • Activity tracking
  • Real-time calendar sync
  • Access permissions
  • Alerts and reminder system
  • Booking confirmations and reminders
  • Custom branding
  • Multi-account login
  • Reporting and analytics
  • Mobile access
  • Web forms
  • Third-party integrations

Calendly integrations:

  • Google Calendar
  • Outlook Desktop
  • iCloud
  • Zoom
  • Slack
  • Salesforce
  • Hubspot
  • PayPal
  • Stripe
  • Microsoft Teams
  • Custom Domain
  • Zapier

Calendly is excellent for managing sales workflow.

Calendly Pricing

Calendly offers the following pricing plans:

  • Basic - always free
  • Essentials - $8/month
  • Professional - $12/month
  • Teams - $16/month
  • Enterprise - at request

Calendly pros:

  • The integrations expand the functionality, allowing you to conduct various sales tasks.
  • It is great for scheduling big events such as client conferences.
  • The mobile app is sleek and enables you to conduct sales 24/7.

Calendly cons:

  • Some calendar integrations are only available if you purchase pricier plans.
  • The app has poor customization capabilities.
  • It can be cumbersome to use Calendly if you are operating from various locations.

Calaendly is among the sales automation tools that must be in the arsenal of your sales reps.

You can use Calendly to automate your sales scheduling. This scheduling automation platform is convenient and has rich functionalities suitable for small and large businesses. Furthermore, it can be used on several platforms, so it is highly convenient if you want to work on the go or remotely.

Bottom Line

The right sales automation tool can quickly bring complete transformation and change you into a high-velocity and high-growth sales team. The economic situation may fluctuate occasionally, but you will put your team on a steady path to success with the right sales solution.