Top 10 Sales Automation Software

Top 10 Sales Automation Software

Are you in the sales industry but find yourself spending more time on administrative tasks than on actually making sales? If you nodded yes to the question we asked above, you’re not alone.

The competition in the market may be cut-throat, but a lot of sales reps are still mired in outdated systems.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. Think sending out email after email, entering data, following up with leads, scheduling meetings, assigning tasks, and more – all done manually, of course. 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. Free up your sales reps’ time by putting mundane everyday tasks on auto-pilot. At the same time, introduce accuracy and efficiency in your teams. Another upshot of using sales software is that it can effectively streamline your internal processes, sync your sales and marketing teams, and modernize your old systems by using cutting-edge cloud technology.

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

So, you can see how automating your sales process can level up your entire sales value chain, deriving more profitability than you can probably imagine working manually. Let’s dive in and explore the ten best sales automation tools to save your time, deliver consistent growth, and, most importantly, close more deals.

Individual Product Overview

When you finally decide to look for a suitable sales automation software, you might feel overwhelmed by the numerous tools on offer in the market. Each seems to have excellent features, great price plans, and enviable functionality. However, not every tool is for you, even if it offers countless features.

How to choose the best sales automation software? Well, it takes a lot of research, an acute sense of discernment, and a complete knowledge of what your team really needs that can help you make the best long-term decision. We specify long-term because it’s not advisable to keep switching from tool to tool; that would only waste your time and money.

In this article, we explore the ten best sales automation solutions. We provide their overview, describe their top features, share user reviews, list their pricing plans, and more. With this comprehensive breakdown, we hope to nudge you in the right direction so you can land on the tool made to resolve your specific needs.

1. Vocus.io

1) Product Overview

Vocus.io is a sales automation tool designed specifically to automate your scheduling system and email tracking process. Quit worrying about forgetting to make follow-up calls or sending emails to potential customers - Vocus.io will do the job for you. With this tool, you can track your emails, automate the system of follow-up, merge mails, and perform meeting coordination as well.

At the same time, the app has additional functionalities that help you customize your follow-up process; this includes such features as send later and snooze. You can also get your hands on email performance metrics; this can help you improve your email marketing process. The most useful feature, as reported by many users, is email snippets. Activate this feature in Gmail and cut down on time you spend drafting emails. You can also explore the inbuilt CRM capability and use the templates it offers.

2) Features List

The main features of Vocus.io are:

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

3) Top Three Features

The top three features of Vocus.io are:

1. Mass Email Campaigns

Want to send out hundreds of emails to your leads - and that, too, customized with their personal detail? It is entirely possible with Vocus.io. All it takes is some clicks, and you can create personalized campaigns. Send a straightforward one-off email, or send attachments as part of your multi-step campaign in less time. Since this tool integrates your Gmail and G Suite account, your messages will be delivered by your name and email address for that added personal touch.  

2. Track Emails

Vocus.io tracks the metrics of all the emails you send out. It will tell you the number of email opens, clicks and replies. You can use the data to learn the status and bring your entire team on the same page regarding the success of your outreach campaign.

3. Automate Follow-ups

With Vocus.io, you no longer have to manually track your leads. Automate the entire process of sending follow-up emails, and increase your chances of receiving responses from potential clients. You can also send ‘gentle reminders’ to inactive leads at a customized time and date of your own choosing and successfully boost your response rate.

4) Review

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 comes is very useful

Cons

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

5) Pricing

Vocus.io offers the following plans:

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

The app also offers a demo.

6) Integrations

Some of Vocus.io’s integrations are:

  • Salesforce
  • Pipedrive
  • Webhooks
  • HubSpot
  • Insightly
  • Zoho CRM
  • SugarCRM
  • Base
  • Nutshell
  • Zapier

7) Average Rating from Top 3 Software Directories

Vocus.io’s average rating from the top 3 software directories stands at 4.3.

8) Testimonials

Here are some testimonials from users:

9) Customer Support Options

  • Email/Help Desk
  • Knowledge Base

10) Product Screenshots

11) Support Platforms

  • Web

12) The Bottom Line

Use Vocus.io to automate and streamline your sales process, particularly the email marketing end of it. It is a highly effective solution for your sales team as it saves their time by following up with leads and converting them into customers without demanding their manual intervention. If that’s the functionality you are looking for, don’t forget to try this app out.

2. Pipedrive

1) Product Overview

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 successfully.

In addition, this tool comes with many useful integrations; you can integrate other apps you already use for lead generation with Pipedrive and increase its functionality multiple times. With its strong CRM capabilities, available on the phone, you can become a hit with your clients in no time at all, even if you’re on the go! The app has a user-friendly interface that enables you and your team to transition to it easily. It is also intuitive and offers a seamless user experience.

2) Features List

The main features of Pipedrive are:

  • Activity Dashboard
  • Smart Alerts
  • Business Card/Badge Scanning
  • Calendar Management
  • Reminder System
  • Call List Management
  • Call Management
  • Call Recording
  • Campaign Management
  • Cataloging
  • Categorization
  • Churn Management
  • Client Tracking
  • Collaboration Tools
  • Third-party integrations

3) Top Three Features

The top three features of Pipedrive that make this app one of the top choices are:

1. Manage Deals and Leads

Pipedrive comes with a highly effective dashboard that lets you add deals and track them through the various stages of the pipeline. You can learn when your leads are unresponsive, or your deals are getting cold. This enables you to take pre-emptive action and stay on top of your game always.

2 . Visual Sales Pipeline

Pipedrive offers you a very visual way to track your sales pipeline. You can view the sales pipeline and decide when to initiate action on a particular lead. You can drag and drop deals as they progress from one stage to another. At the same time, you can locate all your data on one platform and enter new deals and contacts as well. This enables you to track the complicated process of your sales effectively.

3. Mobile App

The mobile app offered by Pipedrive is particularly helpful as it enables you to work seamlessly, even remotely or on the go. You can access your contact list and call up clients no matter where you are. The app tracks location through its Nearby feature and lets you know which lead is in proximity to you. The call log is also recorded, and you can access it later easily. You can also take notes while on call and save clients’ pictures under their contact names.  

4) Review

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

Cons

  • There is no native dark mode; if you prefer to use one
  • Some features of the app take a lot of searching to discover and use
  • Some of the useful, basic features are only available at a pricier plan

5) Pricing

Pipedrive offers the following plans:

  • Essential - $12.50 / month/ one user
  • Advanced - $24.90 / month/ one user
  • Professional - $49.90 / month/ one user
  • Enterprise - $99.00 / month/ one user

The app also offers a 14-day free trial.

6) Integrations

Some of Pipedrives’s most useful integrations are:

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

7) Average Rating from Top 3 Software Directories

Pipeline’s average rating from the top 3 software directories stands at 4.4.

8) Testimonials

Here are some testimonials from users:

9) Customer Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live Rep)
  • Chat

10) Product Screenshots

11) Support Platforms

  • Web
  • Windows
  • Mac
  • Linux
  • Android
  • iPhone
  • iPad

12) The Bottom Line

Use Pipedrive to help your sales team focus on building meaningful relationships with your customers and successfully turn your leads into clients. Since the process is automated, for the most part, you can save your time while you are at it. This tool enables you to spend less time performing repetitive administrative tasks and more time selling!

3. Sprintful

1) Product Overview

Sprintful is a powerful scheduling tool designed to help you manage your calendar and client management. You can use it to automate and streamline your scheduling processes. With this app, you no longer have to call up clients over and over or send out reminders. Use the inbuilt 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 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.

2) Features List

The main features of Sprintful include:

  • 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

3) Top Three Features

The top three features of Sprintful are:

1. Powerful Scheduling

Making calls is probably the most important part of your sales process. With Sprintful, you can modernize and upgrade the entire system. Manage your entire call schedule in advance, book sessions at convenient times, and block off days and times where you want to focus on an important client. You can also set recurring meetings and prevent last-minute hassle or cancellations.

2. Advanced Notifications

Sprintful has an advanced notification feature using which you can reach out to potential leads and clients easily. The feature is automated, so you only have to tweak the settings, and reminders will be delivered to your leads and clients via SMS, email, or Slack. You can send out alerts to one or multiple people and customize the message to add a personal touch.

3. Auto-Assign Meetings

Spritnful comes with a round-robin feature using which you can assign tasks to your sales reps accordingly. They can take calls per their availability; clients can also request call booking according to their convenience. You can also prioritize meetings and track bookings for the various reps you have. The meetings are auto-assigned, so you don’t have to invest time manually preparing a schedule. It’s an error-free and quick process.  

4) Review

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 email and reminders, you can build better customer relationships

Cons

  • The integrations are limited
  • You will have to invest some time into learning how to use the app
  • The features can be upgraded to provide wider functionalities

5) Pricing

Sprintful offers the following plans:

  • Free Trial
  • Basic Plan - $9.0 per month
  • Professional Plan - $19 per month
  • Business Plan - $49.0 per month
  • Enterprise Plan - (100+ users) By Quote

6) Integrations

Some of Sprintful’s most useful integrations are:

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

7) Average Rating from Top 3 Software Directories

Sprintful’s average rating from the top 3 software directories stands at 4.5.

8) Testimonials

Not available online.

9) Customer Support Options

  • Email/Help Desk
  • Blog
  • Knowledge Base

10) Product Screenshots

11) Support Platforms

  • Web
  • Windows

12) The Bottom Line

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

4. HubSpot Sales Hub

1) Product Overview

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 your 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 give you smart alerts each time a potential lead opens or clicks your emails or downloads the attachment. You can also learn how many receivers opened the email, from which device, how many times they viewed it, and at what time.

2) Features List

The main features of HubSpot Sales Hub are:

  • Call Management
  • Contact Management
  • Customer Database
  • Email Marketing
  • Lead Management
  • Proposal Generation
  • Referral Tracking
  • Sales Forecasting
  • Sales Analytics
  • Reporting
  • Third-party integrations

3) Top Three Features

The top three features of HubSpot Sales Hub are:

1.  Single Platform

With HubSpot Sales Hub, you can integrate various sales-related processes on one platform. This will remove complexities and confusion as all your sales, CRM, and marketing tools and data are stored in one place, enabling the sales team to work together seamlessly and without slowing down.

2. Build Customer Relationships

HubSpot Sales Hub helps you build meaningful relationships with your clients by allowing you to send automated but personalized emails and follow-ups. Use the live chat feature and talk to your potential clients directly, ensuring high engagement and lead conversion.

3. Automate tasks

Free up your time with HubSpot Sales Hub as it automates your administrative tasks. No need to spend time calling, emailing, and scheduling meetings with clients. Just use the app, so all of it is automated and requires minimal manual intervention.

4) Review

Pros

  • The app combines sales, marketing, and CRM functionalities
  • It can be linked to your calendars which makes it effective for scheduling as well
  • It works easily with your official Gmail account

 Cons

  • Some useful functions are only available to the administrator
  • Marking the contacts can be a cumbersome process
  • The third-party integrations can sometimes glitch.

5) Pricing

HubSpot Sales Hub offers the following plans:

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

The app also offers a free plan.

6) Integrations

Some of HubSpot Sales Hub’s integrations are:

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

7) Average Rating from Top 3 Software Directories

HubSpot Sales Hub’s average rating from the top 3 software directories stands at 4.4.

8) Testimonials

Here are some testimonials from users:

9) Customer Support Options

  • FAQs/Forum
  • Phone Support
  • Email/Help Desk
  • Chat
  • Knowledge Base

10) Product Screenshots

11) Support Platforms

HubSpot Sales Hub is available on:

  • Web
  • Android
  • iPhone/iPad

12) The Bottom Line

Use HubSpot Sales Hub if you are primarily looking for CRM capabilities but also want to benefit from the sales and marketing tools that this software offers. This app has multiple features you can use to perform various tasks, and we would recommend that you explore it on your own to decide if it matches your needs. Since it is available for free, you and your team can try it out and see if it works before upgrading to an advanced plan.

5. Autoklose

1) Product Overview

Autoklose is an app targeted toward small businesses, sales teams, and entrepreneurs alike. With its wide-ranging functionalities, it can help the sales team - no matter at what level they operate currently - to hit their target and optimize their processes through automation. This tool enables you to reach out to your target audience and nurture your prospects, and B2B leads.

Using this app, you can also engage with your clients easily as it allows you to run email campaigns that you can personalize at your convenience. Accordingly, you can build better customer relationships. At the same time, this tool comes in handy for measuring your team’s performance, learning your campaigns’ success, and ensuring greater profitability through the analytics feature.

2) Features List

The main features of Autoklose are:

  • 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

3) Top Three Features

The top three features of Autoklose are:

1. Real-time Reporting

With Autoklose, you can get your hands on your campaign data in real-time. Learn the performance of your emails by viewing the number of opens, clicks, replies, and bounce rates. This enables you to improve your strategy and gain acute insights into customer behavior and engagement trends.

2. Contact Management

With Autoklose, you can have complete visibility over your entire contact list. Bring all your customer data, including their contact details, onto one platform. Use it effortlessly to generate sales and build better relationships at the same time.

3. Manage Email Campaigns

Autoklose helps you target your email campaigns to the right audience. More importantly, it lets you personalize and deepen your customer engagement level. This helps you stand out to your leads, convincing them to try the solution you are offering.

4) Review

Pros

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

Cons

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

5) Pricing

Autoklose offers the following plans:

  • Starter - $59.99 / month / user
  • Small Business - $249.95 / month / 5 users
  • Enterprise - Custom quote available upon request

The app also offers a free plan.

6) Integrations

Some of Autoklose’s integrations are:

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

7) Average Rating from Top 3 Software Directories

Autoklose’s average rating from the top 3 software directories stands at 4.1.

8) Testimonials

Here are some testimonials from users:

9) Customer Support Options

  • Chat

10) Product Screenshots

11) Support Platforms

  • Web

12) The Bottom Line

With its multiple sales-centered features, Autoklose can solve many of your 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 build your leads, automate your processes and optimize your CRM.

6. Mailchimp

1) Product Overview

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. The features are rich and aid you in multiple areas, ranging from building customer relationships, managing marketing campaigns, increasing engagement, and overseeing overall sales processes.

You can use Mailchimp to start and run email campaigns successfully, relying on the inbuilt contact management and personalization features. The app is also intuitive and AI-based, which makes it very easy to learn and implement. You can use it to create ads, make landing pages, get insights via analytics, and close deals online successfully.

2) Features List

The main features of Mailchimp are:

  • Audience Targeting
  • Auto-Responders
  • Automated Publishing
  • Behavior Analytics
  • Campaign Analytics
  • Campaign Management
  • Contact Database
  • Content Management
  • Conversion Tracking
  • Analytics
  • ROI Tracking
  • Third-party integrations

3) Top Three Features

The top three features of Mailchimp are:

1. Signup Forms

Use Mailchimp to convert visitors on your website into subscribers and then paying customers. The app allows you to generate popup forms; adjust the setting to allow them to pop up where and whenever you want on your website. You can also embed customized forms on your website. This helps you grow your subscribers at an accelerated pace.  

2. Audience Segmentation

Mailchimp comes with a segmentation feature that helps you track messages to your customers. In addition, it helps you personalize the emails per each customer’s specific requirement instead of flooding them with useless content. This helps improve engagement and build better customer relationships.

3. Behavior Analytics

With Mailchimp, you can leverage the power of behavioral marketing. You can enable automated messages and send them to your target audience. As their response is tracked, you gain clear insights into their preference for your brand or any other. With this data in your hand, you can make behavior-based decisions for improved marketing.

4) Review

Pros

  • It has a clean, easy to use user interface
  • It offers great features at an affordable rate
  • It has a powerful list of third-party integrations

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

5) Pricing

Mailchimp offers the following plans:

  • Free - $0
  • Essentials - $9.99 / month
  • Standard - $14.99 / month
  • Premium - $299 / month

6) Integrations

Some of Mailchimp’s integrations are:

  • 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
  • monday.com
  • Zapier

7) Average Rating from Top 3 Software Directories

Mailchimp’s average rating from the top 3 software directories stands at 4.4.

8) Testimonials

Here are some testimonials from users:

9) Customer Support Options

  • Email/Help Desk
  • Chat
  • Knowledge Base
  • FAQs/Forum
  • 24/7 (Live rep)

10) Product Screenshots

11) Support Platforms

  • Web
  • Android
  • iPhone/iPad

12) The Bottom Line

While Mailchimp is a great tool for anyone, it is a particularly useful tool for small businesses and solopreneurs who want to expand their customer base. You can use this tool to run successful email campaigns, automate the system and remove any errors and delays from your sales process. Since the app has a free plan, you can easily try it out and begin using it if it fits your needs.

7. Pega Sales Automation

1)Product Overview

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 the tool is intuitive, it helps you make smart, data-driven decisions when it comes to improving your sales strategies.

Using this tool, you can perform and optimize several tasks such as lead nurturing, fulfillment, and task automation. It helps you manage your accounts and mail contacts. Additionally, you can rely on its sales forecasting feature to make better decisions. The app offers incisive analytics, using which you can introduce necessary improvements in your processes, team performance, accounts, and business units.  

2) Features List

The main features of Pega Sales Automation are:

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

3) Top Three Features

The top three features of Pega Sales Automation are:

1. Intelligent Automation

Pega Sales Automation helps you consolidate your fragmented systems on a single platform, resolving complexities and removing confusion. Use bots where necessary and introduce automation as needed. You can simplify and streamline your sales processes for long-term usage, relying on the app’s AI-based capabilities.

2. Engagement

Pega Sales Automation detects customer behavior faster than other apps. This puts you in the vantage position to take quick decisions to convince your clients and turn your leads into clients successfully.

3. Customer Service

Since Pega Sales Automation is AI-based, you can use it to automate your customer service but, at the same time, keep it personalized. Use the tool to understand your customers’ needs, send custom emails and make your interactions more meaningful and interactive for long-term customer loyalty.  

4) Review

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 once you get the hang of it
  • It is AI-based and can help you make intelligent sales decisions.

Cons

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

5) Pricing

Pega Sales Automation offers the following plans:

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

It is important to note that you must explore the editions, decide which one works for you and then contact the Pega team to get a custom quote for the plan you want.

6) Integrations

Some of Pega Sale Automation’s integrations are:

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

7) Average Rating from Top 3 Software Directories

Pega Sales Automation’s average rating from the top 3 software directories stands at 4.0.

8) Testimonials

Here are some testimonials from users:

9) Customer Support Options

  • Knowledge Base
  • Email/Help Desk
  • Phone Support

10) Product Screenshots

11) Support Platforms

  • Web

12) The Bottom Line

Pega Sales Automation is a very specific platform - it is geared exclusively toward those looking to upgrade their sales system and make more sales. The app can be technical and somewhat more complicated to understand and implement as compared to others on the list. But if you are willing to make the time investment and find this tool’s functionality per your needs, we would recommend that you explore it, try it out and then decide if it works for you.

8. Overloop (Prospect.io)

1) Product Overview

Overloop, formerly known as Prospect.io, is one of the formidable apps in the market that boast excellent CRM capabilities in addition to providing useful sales automation and lead management features. You can use this app to automate various steps of your sales process using this tool, including contact management and email campaigns.

With the app’s multiple integrations available on its marketplace webpage, you can easily expand its functionalities and use it for various other purposes such as conducting calls, streamlining internal communication, ensuring smooth scheduling, or even doing accounting tasks. You can customize it per your needs from top to bottom. The strongest feature is its CRM tool which enables you to manage your prospects, improve engagement and build healthy customer relationships for continued success.

2) Features List

The main features of the Overloop are:

  • CRM
  • Campaign Management
  • Contact Management
  • Goal Management
  • Lead Management
  • Opportunity Management
  • Performance Metrics
  • Proposal Management
  • Reports and analytics
  • Third-party integrations

3) Top Three Features

The top three features of Overloop are:

1. Manage Sales Pipeline

Overloop has a user-friendly interface that is highly visual in nature. You can drag and drop items on the dashboard to mark where prospects stand in your sales pipeline. This provides a structure to your CRM system and puts you on top of the procedure.

2. Contact Management

Overloop offers excellent organizational capabilities to help you manage your contacts like a pro. You can maintain a complete database of your prospects and clients. With a few clicks, you can view the records and connect with people using personalized email or chat.

3. Conversations

Overloop’s most versatile feature is everything centered on Conversations. Use this functionality to improve your CRM. You can enter your prospect’s details, such as their full name, workplace, and other information, into your database. You can also create custom fields. Contact your customers through the channel they prefer - forms, email, or live chat (upcoming). With the live chat, you can answer client queries in real-time and save your chats in your inbox for future reference as well.    

4) Review

Pros

  • The automation features are easy to use
  • The dashboard is visual and helps simplify the process
  • It has a detailed reporting feature that gives crucial insights into one’s business.

Cons

  • The app does not offer versions compatible with android, iPhone, or Mac
  • The customer service can be improved and made faster
  • The limit to sending 100 emails in an hour is a limitation  

5) Pricing

Overloop offers the following plans:

  • Free CRM - $0
  • Advanced - $79 / month

6) Integrations

Some of Overloop’s integrations are:

  • 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

7) Average Rating from Top 3 Software Directories

Overloop’s aggregate rating from the top 3 software directories stands at 4.3.

8) Testimonials

Here are some testimonials from users:

9) Customer Support Options

  • Email/Help Desk
  • Chat
  • Knowledge Base

10) Product Screenshots

11) Support Platforms

  • Web

12) The Bottom Line

Overloop (Prospect.io) consolidates various sales processes on a single platform, including data entry, emailing, analyzing, prospecting, and more. You can see that the functionalities are not limited and, in fact, can enable you to take care of multiple ends of your sales process. However, the app’s best functionality is its CRM features. When it comes to maintaining and improving your relationship with your leads and clients, this app really shines. So if boosted CRM capability is what you’re looking for, don’t forget to try this tool out!

9. Growbots

1) Product Overview

Growbots is primarily a lead generation platform that you can use to streamline and optimize your entire sales process. The tool helps you manage campaigns and make them more personalized; automate your follow-up process and field mapping, among other things. The consolidated outbound sales platform enables you to accelerate your lead generation and carry out email drip campaigns as well.

The app also has CRM capabilities through the various native integrations on offer; the names include mainstream CRM tools such as Salesforce and Hubspot. You can begin using the integrations to boost the CRM side of your sales as well. In addition, you can manage your contacts on this software easily, access popular contacts as well, and begin your email campaigns to open up and expand your sales prospects.

2) Features List

The main features of Growbots are:

  • Contact Database
  • Data Import/Export
  • Lead Capture
  • Pipeline Management
  • Prospecting Tools

3) Top Three Features

The top three features of Growbots are:

1. Efficient Prospecting

Growbots allows you to access more than a hundred million useful and high-profile contacts. You can use the data to reach out to companies that match your target audience’s requirements. Select the most useful prospects and pay only for what works for you.  

2. Effective Campaigns

With Growbots, you can access comprehensive information about prospects. Leverage it to send personalized emails and follow-ups. Also, automate the process to save time. You can reach out to your customers, and potential leads on multiple platforms, including emails, LinkedIn, and phone calls.

3. Incisive Analytics

Growbots has an advanced reporting and analytics feature. Use it to gain insights into your campaigns’ success and overall performance. You can get your hands on comprehensive data such as click-through rate, number of opens, and responses. Learn what performs best, so you can tailor your approach for maximum success.  

4) Review

Pros

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

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

5) Pricing

Growbots offers the following plans:

  • Outreach - $49 / month
  • All-in-One - $199 / month
  • Pro - Available at a custom quote upon request
  • Starter Package - $699 for 3 months boot camp

The app also offers free trials.

6) Integrations

Some of Growbots’ integrations are:

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

7) Average Rating from Top 3 Software Directories

Growbots’ aggregate rating from the top 3 software directories stands at 4.6.

8) Testimonials

Here are some testimonials from users:

9) Customer Support Options

  • Email/Help Desk
  • Knowledge Base
  • Chat

10) Product Screenshots

11) Support Platforms

  • Web

12) The Bottom Line

Growbots is a tool to accelerate your lead generation. This app 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 the data to make better future decisions. This app can come in particularly handy for a small business, with the rich features that it offers at an affordable rate and the option to scale up with time.

10. Calendly

1) Product Overview

Calendly is basically a calendar tool that can come in handy if you’re looking to automate your scheduling processes. Sales teams require contact management; they also need to conduct regular calls, meetings, and follow-ups. This is where Calendly can prove to be useful. You can use it to schedule your meetings online, removing manual intervention from the process as much as possible. Your clients can also book meetings with you through the self-booking feature.

Since the app has native integrations of mainstream calendars such as iCal and Google Calendar, you can rest assured your schedule will be synced to them in real-time. This will help you avoid potential conflicts and double bookings. Also, Calendly has automation features which means you no longer have to send emails, notifications, or reminders manually. You can simply automate the processes and invest your time in making sales and closing deals!

2) Features List

The main features of Calendly are:

  • 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

3) Top Three Features

The top three features of Calendly are:

1. Team Scheduling

Manage the schedule of all the sales reps in your team easily through Calendly. You can set limits to the duration of call sessions, and decide whether to conduct one on one call or conference calls per the availability of your team members. The schedule can be managed on a first-come-first-serve basis to ensure that the workload remains equitable.

2. Improve Customer Relations

Calendly comes with native integrations of apps such as Slack, Zoom, Zapier, and more. You can use them to reach out to your customers on their preferred channel or where they are most likely to engage with you or respond. You can leverage continuous communication to build better relationships with your clients.

3. Automated Follow-Ups

Use Calendly to automate your follow-up process. You can send reminders and follow-up emails to your clients to build stronger connections and ensure smooth relationships.

4) Review

Pros

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

Cons

  • Some calendar integrations are only available if you purchase pricier plans
  • The app can improve its customization capabilities
  • It can be cumbersome to manage the process if you are operating from various locations.

5) Pricing

Calendly Inventory offers the following plans:

  • Free Trial
  • Basic - $0.0 per month - 1 user
  • Premium - $10.0 per month - 1 user
  • Pro - $15.0 per month - 1 user
  • Enterprise - Available at a custom quote

6) Integrations

Some of Calendly’s integrations are:

  • Calendly has the following useful integrations:
  • Google Calendar
  • Outlook Desktop
  • iCloud
  • Zoom
  • Slack
  • Salesforce
  • Hubspot
  • PayPal
  • Stripe
  • Microsoft Teams
  • Custom Domain
  • Zapier

7) Average Rating from Top 3 Software Directories

Calendly’s aggregate rating from the top 3 software directories stands at 4.6.

8) Testimonials

Here are some testimonials from users:

9) Customer Support Options

  • Email/Help Desk
  • Chat
  • Knowledge Base
  • FAQs/Forum

10) Product Screenshots

11) Support Platforms

  • Web
  • iPhone/iPad

12) The Bottom Line

Use Calendly to automate your sales scheduling systems. The app is convenient and has rich functionalities suitable for small businesses as well as large enterprises. Furthermore, it is available to be used on several platforms, so it is highly convenient if you want to work on the go or remotely. It allows you to scale up through affordable plans so try it out if you plan to expand and grow in the future.

Table Comparison

Bottom Line

Are you excited to optimize your sales funnel process? Are you ready to accelerate your success?

The right sales automation tool can bring complete transformation and change you into a high-velocity and high-growth sales team in record time. The economic situation may fluctuate from time to time, but you can definitely increase your bottom line and put your team on a steady path to success with the right sales solution on your side.

We recommend that you explore the sales automation software we have described on your own, try them out and choose the most suitable one for your team. As we said before, your requirement is what should drive your decision. Don’t be swayed by what’s the latest fad or what your friend is using. Start by assessing your needs and then make an informed choice. You already know where to begin looking!

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