11 Best Sales Automation Software

With sales being the lifeblood of any business, it’s important for every company to have a system in place that can automate and manage their sales. Here are 11 top-rated Sales Automation Software with features like automation drip campaigns, automated lead nurturing and more.

The “top sales automation software” is a list of 11 best sales automation software that are currently available on the market. They all have their own unique features and benefits, so it is important to consider what type of sales you want to automate before selecting one.

To automate duties relevant to the sales funnel, sales automation software leverages pre-configured procedures and/or artificial intelligence (AI). While there are numerous separate sales automation solutions available, it’s also typical to discover workflow-streamlining technologies embedded within customer relationship management (CRM) software. We looked at hundreds of different standalone solutions as well as sales automation CRMs to come up with our top 11 picks for small organizations.

1. Conveniently

Plans vary in price from Pricing: Plans range from $0 to $12 per month to $12 per month.

Capabilities for automation: Automates appointment scheduling and synchronizes with calendars.

Calendly is a low-cost, simple-to-use sales management platform that enables firms to effortlessly plan appointments and meetings without the need for continual email back-and-forth. For receivers, the scheduling site is self-explanatory, and comprehensive preferences may be configured based on the user’s appointment hours and preferences.

Characteristics

• Automatically synchronizes appointment schedules with linked calendars.
• Allows users to create rules for booking appointments based on their availability.
• Users choose which appointment channels to use, such as a phone call, a video conference, or an in-person meeting.
• The receiver may quickly visit the scheduling portal through an email link or a button on a website.

Calendly is a scheduling tool (Source: Arrivy.com)

Calendly is a great place to start.

2. Sales Hub by HubSpot

Plans vary in price from Pricing: Plans range from $0 to $1,200 per month to $1,200 per month.

Notifications to representatives about pipeline changes, task creation, and email follow-ups with prospects are all automated.

HubSpot Sales aids teams in automating key sales pipeline operations such as lead assignment, task creation, and prospect email follow-up. The email automation capabilities, as well as other helpful CRM services, are available for free on HubSpot’s free account.

Setup HubSpot Sales Automated Email (Source: HubSpot)

Characteristics

• Prospects may be set up to receive automated email follow-ups.
• Tasks for sales people may be produced automatically depending on process changes.
• Contact triggers may be used to allocate leads automatically.

Are you interested in learning more? Learn how HubSpot CRM may help your sales force organize and close transactions more successfully in our HubSpot CRM review.

Go to HubSpot.com to learn more.

3. Zapier

Plans range in price from Pricing: Plans start from $0 to $599 per month to $599 per month.

Automation capabilities: Integrates with third-party apps to automate and synchronize the generation of task processes.

Zapier automates processes by generating tasks based on triggers, such as adding an email address to a Mailchimp audience list when someone fills out a Facebook inquiry form. The platform interfaces with hundreds of software packages typically used by small companies, and most of these processes may be established without any coding skills.

Characteristics

• Form submissions from one program to another may be used to establish workflow tasks.
• Syncs contact lead information with spreadsheet applications automatically.
• More than 3,000 popular small business apps are integrated, including Slack, Google Workspace, Trello, Mailchimp, and Facebook.
• Creating task workflow rules is simple because to the point-and-click interface.

Page for creating Zapier “Zaps” (Source: Asana.com)

Visit Zapier for more information.

4. Drive a pipe

Pricing varies from $12.50 to $99 per month, depending on the number of users.

Pipeline and lead management are automated, and AI solutions for automatic performance-enhancing sales advice are available.

Pipedrive’s AI-powered sales assistant is responsible for many of the company’s sales automation capabilities. The sales assistant functions as a coach, automatically informing the user on topics such as which leads to concentrate on next, action steps for improved sales success, and ideas for enhancing their Pipedrive platform experience.

Characteristics

• The AI-powered sales assistant delivers productivity ideas automatically, such as integration suggestions and guidance on additional chores that can be automated.
• Automated email follow-up schedules for certain leads
• Triggers and desired actions may be used to automate workflow tasks.
• The AI sales assistant may automatically exchange notifications and progress updates with teams.

Assistant sales coach at Pipedrive (Image courtesy of Pipedrive)

See whether Pipedrive CRM is a suitable match for your company by reading our Pipedrive CRM review.

Go to Pipedrive.com.

Mailchimp is number five.

Plans vary in price from Pricing: Plans range from $0 to $299 per month to $299 per month.

Automation capabilities: Creates email marketing processes and sends emails depending on time or behavioral optimization triggers to automate prospect and customer emails.

Mailchimp is a sales automation tool that focuses on the email marketing process. Businesses may use the platform’s powerful features to automatically send emails depending on the time of day, customer purchase history, website navigation, and consumer interest in a certain product. Drip campaign marketing options are also available, which nurture leads by sending them a series of emails over a predetermined period of time.

Characteristics

• To deliver time-optimized communications, email marketing campaigns may be automated.
• Emails may be sent in reaction to certain actions, such as buying a product or visiting certain web sites.
• Product retargeting emails may be sent automatically depending on the pages visited on a website.
• Lead nurturing may be automated using drip email campaigns.

Email template page in Mailchimp (Source Mailchimp)

Go to Mailchimp to learn more.

Prospect.io is number six on the list.

Pricing: Starting at $19 per month per user, with professional add-ons ranging from $39 to $99 per month.

Automation capabilities: Automates sales duties such as deal assignments that must be established, executed, and monitored throughout the prospecting phases of the sales funnel.

Prospect.io is a great sales automation solution for finding new sales leads and following up with them through email. Its automation features also include the ability to create transactions at the appropriate level of the sales funnel based on predefined circumstances or triggers.

Characteristics

• Prospect enrollment is automated based on pre-defined triggers or occurrences.
• Prospect triggers may be used to produce deals automatically.
• Emails may be sent out automatically based on the prospect’s personal information.
• Sales representatives may utilize the Building Blocks functionality to design processes based on prospect behavior and predefined filters.

Prospect.io is a prospect tracking website (Source: CompareCamp)

Prospect.io is a website where you may learn about new opportunities.

7. CRM that is flexible

Pricing: Per user, per month, prices range from Pricing: Ranges from $0 to $47.99 per user, per month to $47.99.

Automation capabilities: With predefined templates, automates post-call administrative chores such as follow-up message, as well as marketing tasks such as social media posting, autoresponders, and email newsletter delivery.

Agile CRM’s calling functionalities include some of the CRM’s most significant sales automation features. Users may pre-configure a list of contacts to auto-dial based on tags and characteristics as part of high-volume phone campaigns, and execute post-call duties such as follow-up messaging, call note reporting, and calendar scheduling automatically.

Characteristics

• Tools for automated telephony Organize phone call appointments and follow up with administrative chores after each conversation.
• Automated social media postings are possible.
• The autoresponder function automatically sends emails in response to triggers or actions taken by a contact.
• Set up and sequence contacts for outbound call campaigns using an auto dialer tool.

Configuration of an Agile CRM auto calling campaign (Source: Agile CRM)

Do you need any other information? Check out our Agile CRM evaluation to determine whether it’s perfect for your company.

Visit Agile CRM for more information.

ActiveCampaign is number eight on the list.

Starts at $9 per month and goes up to $405 per month.

Automated email follow-ups, market segmentation, task workflow design, sales routing, and lead scoring are all examples of automation capabilities.

Both direct sales prospecting and mass marketing may be automated with ActiveCampaign. To maximize their sales duties, users may get regular updates providing lead scores and transaction details, send automated follow-up emails, and segment client lists for different marketing efforts.

Characteristics

• Lead scoring software that determines which leads are the best to pursue.
• Market segmentation solutions that automatically tailor the marketing process based on behavioral and demographic characteristics
• Follow-up emails sent automatically in response to triggers
• Deal updates sent to representatives automatically alert them to changes in the transaction owner, pipeline stage, and possible deal value.

Configuration page for ActiveCampaign lead scoring (Source: The Motley Fool)

Go to ActiveCampaign.com to learn more.

9. Keap

Pricing: Monthly subscriptions range from $79 to $199.

Text messaging, emailing, payment processing, and task reminders may all be automated, as well as the generation of workflow tasks.

While Keap offers comparable automation capabilities to the other software packages on our list, such as automated processes and follow-up emails, its payment processing and invoicing technologies stand out. Users can create recurring bills and reminders across the CRM system thanks to interfaces with Stripe, PayPal, and WePay.

Characteristics

• Based on lead triggers, an automated process generates follow-up text message or email.
• Integrations with Stripe, PayPal, and WePay provide automatic payment processing and invoice reminders.
• Payments to accounting transactions are automatically synced between Xero and QuickBooks.

Configuration page for recurring payments in Keap (Source: Keap)

Pay a visit to Keap.

Leadiro (nine)

Pricing: Pricing is determined by the demands of the company and must be offered via their sales staff.

Capabilities for automation: Processes for generating lead lists and entering data are automated.

Leadiro is a one-of-a-kind software platform that helps companies with one of the most time-consuming aspects of sales: lead creation. The platform is built for B2B businesses and functions as a large-scale database that is prepopulated with contact information and email lists depending on the desired target company industry, size, geographic region, and contact job description.

Characteristics

• Pre-built, tailored lead contact lists based on industry, title, and company size are available.
• Customers may be automatically targeted based on their purchasing intent and signals, which can be translated into lead scores.
• Data about leads is automatically updated depending on the most current information obtained.

Contact filtering page on Leadiro (Source: GetApp)

Pay a visit to Leadiro.

Freshsales No. 11

Pricing ranges from $15 to $69 each month, depending on the number of users.

Sales assignments, contact profile updates, insights into the sales funnel, sales forecasts, and calendar event ideas are all automated.

Within Freshsales, the Freddy AI tool is the most powerful catalyst for sales automation. It automatically provides sophisticated insights on topics such as the best next actions to take with a prospect, the chance of a deal closing, out-of-office detection, predictive lead scoring, sales forecasting, and contact duplication inside the CRM database.

Characteristics

• Automated profile enrichment uses public data to automatically update contact profiles.
• Accounts, transactions, and contacts are automatically assigned to sales people based on established criteria and contact triggers.
• Freddy AI provides enhanced insights into leads and transactions, as well as the ability to automatically spot duplicate data, ensuring a clean database.
• Customers’ usual live-chat inquiries are automatically answered by a built-in answer bot.

Freddy AI insights on the Freshsales contact page. (Image courtesy of Freshsales)

Read our Freshsales review to see how this software may help teams achieve their business objectives.

Freshsales is a great place to start.

How We Decided Which Sales Automation Software Was the Best

We looked at sales automation features in each platform, such as lead generation and nurturing, appointment scheduling, sales enablement, and marketing campaign deployment, to see how well they may help improve the sales process. We also looked at sales management automation features that monitor and assign sales operations.

For each of these sales automation software solutions, we analyzed cost, general usability, integration possibilities, and customer support in addition to automation functionality.

Conclusion

Sales automation solutions may be used at every stage of the sales process, from lead generation through payment processing. When searching for successful solutions, it’s critical to identify which sales operations you want to automate first, and then utilize that information to choose software that will provide the greatest value to your company.

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Related Tags

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