Missed deadlines, deals slipping through the crack, and losing clients to competitors – there’s nothing more frustrating than these for a sales team.
If these problems sound like something you face routinely, it might be time to learn about sales automation.
Businesses put in tremendous efforts to get access to sales opportunities.
In the absence of a proper and automated sales routine, the risk of these opportunities getting wasted runs high. Sales automation software can prevent this from happening by establishing an automated sales workflow. This essentially leads to more conversions since the clients are contacted at the right time and with the most relevant information.
In this blog, we break down what sales lead automation essentially is and how to implement it for your business. We also help you compare the 16 best sales automation software that you can choose for your enterprise.
Let’s get right into it by exploring what a sales automation solution is.
Table of Contents
What is Sales Automation Software?
Simply put, sales automation software free up sales representatives’ time by automating repetitive elements of the sales process to maximize efficiency. These tasks may include routine follow-ups, appointment reminders, lead distribution, updating contact records, etc. While such tasks are necessary, they take up a considerable amount of time, which can otherwise be utilized to drive better relationships with the prospects.
With a sales automation system, sales representatives can become more productive and meet their targets effortlessly by solely focusing on selling. By automating manual tasks for the sales team, automation provides the opportunity for them to connect with their clients and build credibility.
Now that we have defined sales automation, it’s time to look at the characteristic features that make a tool effective for automating sales activities.
Essential Features of Sales Automation Software
A sales automation system should provide you with the right set of functionality to close more sales. This includes powerful contact management, lead tracking, marketing automation, progress monitoring, and remote access.
For a sales automation system to offer satisfactory performance, it must offer the following essential features:
1. Sales Pipeline Management
A visual sales pipeline that tracks the position of every sales opportunity can contribute to more effective sales outcomes. It can be used to move prospects forward based on triggers, saving your team the effort of doing so manually. Choose a tool that allows you to customize the stages of this pipeline according to your sales process.
2. Task Tracking
Task management is an integral part of sales automation since it can enable you to schedule and track meetings with your prospects quickly. You can assign tasks to team members automatically and track their progress routinely. Furthermore, it becomes easy to track all upcoming events and appointments with a detailed team calendar.
3. Reminders & Alerts
It is essential that team members across the organization stay updated at all times. Therefore, instant alerts are a crucial component of sales automation. Choose a tool that enables you to set up custom reminders for team members to keep them updated with recent developments.
4. Lead Qualification
Lead qualification is a critical feature of sales automation systems. It helps you focus on more important prospects by assigning a score based on the likelihood and potential of conversion. Effective qualification of leads saves time and resources by helping you identify prospects with the real intent of making the purchase.
5. Drip Campaigns
Automated nurturing helps drive more deals toward closure. Therefore, you must invest in an automation tool that allows you to schedule and manage drip nurturing campaigns. These campaigns can help deliver the most relevant information to leads based on their preferences and current position in the sales cycle.
Read More: What is Marketing Automation? Definition, Objectives, Strategies That Work
6. Integrations
Go for a tool that seamlessly integrates with a variety of applications. This can streamline your work and help you manage everything from a single place. A tool offering a suite of powerful integrations can keep your data synchronized seamlessly, so you do not have to worry about updating it across multiple platforms.
7. Reporting
Pay attention to the reporting capabilities of the automation tool you choose. Efficient reporting can provide better visibility into the performance of your sales process, allowing you to use automation effectively. Go for a tool that enables you to customize your reports to include the most important business metrics.
8. Automated Customer Service
Post-sale relationship management is essential for upselling and cross-selling opportunities. Choose a tool that offers automated customer service to build better customer loyalty. Such a system empowers you to track customer issues easily and resolve them quickly for an improved overall experience.
Benefits of Sales Automation
Before we compare various automation software, let’s address the more important question.
Is it really important to have a sales automation system in place?
A common problem faced by sales representatives across industries is the wastage of time in administrative and tedious tasks. Automation reduces this time and contributes to better productivity. Additionally, it minimizes manual errors and makes for better customer experiences.
Here are the most significant advantages that make sales automation an indispensable process.
- You can automate lead generation activities to get access to better prospects.
- It helps increase organizational efficiency.
- You can create detailed customer profiles and leverage them for more personalized outreach with automated data capturing and enrichment.
- Automated processes make for more satisfied customers and better retention rates.
- Sales automation can help sales representatives and sales managers gauge the performance of their efforts with insightful reports and identify areas for improvement.
Top 16 Sales Automation Software Solutions
Sales automation tools streamline various parts of the sales process. By automating key sales activities, they help strengthen the bottom line of a business.
It, therefore, isn’t surprising that automation can lead to a 30% increase in deal closure and an 18% reduction in the sales cycle duration.
This makes investing in a sales automation tool a sure-shot way to improve business performance.
But which tools are worth your time?
There is no dearth of options for sales automation solutions.
To help make the choice easier for you, we have provided a list of the 16 best sales automation tools that you can choose from. These include:
1) BIGContacts
2) Pipedrive
3) Keap
4) Snov.io
5) monday.com
6) HubSpot
7) Freshsales
8) Salesforce
9) Zoho CRM
10) BenchmarkONE
11) LeadSquared
12) HelloLeads
13) Quickbase
14) EngageBay
15) Zendesk Sell
16) Integrately
Let’s explore these tools in more detail!
The Best Sales Automation Software – at a Glance
Here’s a quick look at the 16 best sales automation solutions and what they have to offer.
Software | Key Features | Pricing | Free Trial |
---|---|---|---|
BIGContacts | Email marketing Workflow automation Pipeline management | Starts from $5/user/month | 15 days |
Pipedrive | Pipeline tracking Deal management Reporting & analytics | Starts from $12.50/user/month | 14 days |
Keap | Powerful integrations Marketing automation Custom triggers | Starts from $40/month | 14 days |
Snov.io | Email finder Email drip campaigns Sales crm Email verifier | Starts from $39/month | Free (50 monthly credits and 100 drip campaign recipients) |
monday.com | Project management Team collaboration Sales pipeline management | Starts from $8/user/month | 14 days |
HubSpot | Lead management Reporting dashboard Communication tracking | Starts from $45/month | 14 days |
Freshsales | Opportunity management Email marketing Mobile application | Starts from $15/user/version | 21 days |
Salesforce | Process automation Intelligent recommendations Instant notifications | Starts from $25/user/month | 30 days |
Zoho CRM | Deal management Sales prediction Team collaboration | Starts from $12/user/month | 15 days |
BenchmarkONE | Real-time data visibility Detailed reports Deal tracking | Starts from $69/month | 14 days |
LeadSquared | Marketing automation Opportunity management Lead qualification | Starts from $25/user/month | 15 days |
HelloLeads | Lead management Automated follow-ups Mobile access | Starts from $12/user/month | 14 days |
Quickbase | Custom reports Automated tasks Performance tracking | Starts from $600/month | 30 days |
EngageBay | Email marketing Automated sequences Contact management | Starts from $11.99/user/month | |
Zendesk Sell | Activity tracking & reporting Automatic profile enrichment Sales forecasting | Starts from $19/user/month | 14 days |
1) BIGContacts
BIGContacts by ProProfs is an intuitive CRM designed for simplicity. This straightforward CRM can help you automate your business processes to achieve better productivity. With BIGContacts, you can attain complete visibility into your sales opportunities and guide them toward conversion with ease. The reporting module allows you to discover ways to improve your selling strategy. Furthermore, the extensive customization offered by the tool allows you to adapt it according to your specific needs.
Suitable for:
The tool works for businesses of all sizes. It is especially suitable for SMBs looking for an uncomplicated tool.
Main Features:
- Get better visibility into your opportunities with a custom sales pipeline.
- Set up automated workflows to save time wasted on repetitive tasks and increase team productivity.
- Reminders & instant alerts help you meet deadlines consistently.
- Access a range of reporting templates or build your own reports with custom filters to get better insights into business data.
- Automate lead capturing and nurturing. Connect your web forms with the CRM to capture leads and use drip email campaigns to nurture these leads.
Pricing:
The annual pricing plans for BIGContacts are-
- Big- $5/user/month
- Bigger- $15/user/month
- Biggest- $25/user/month
- Enterprise- Custom pricing
What we liked:
- It is extremely easy to use.
- Delightful customer support is available 24×7.
- The tool has a quick implementation.
- Extensive training and help resources are available.
What could be better:
- The mobile app interface needs improvement.
- A free version isn’t available.
Final word:
BIGContacts can considerably improve your bottom line and retention levels by automating key processes. This is a highly scalable solution that can grow with your business.
Ratings: 4.4 out of 5 stars (G2)
2) Pipedrive
Pipedrive is a powerful CRM system offering comprehensive sales pipeline tracking and management. You can use this tool to automate multiple steps in your sales process, contributing to better outcomes. Pipedrive offers intelligent recommendations to help you optimize your sales process and nudge more leads to the final purchase decision. Additionally, the tool can be integrated with multiple business applications, allowing you to manage everything from a single platform.
Suitable for:
Pipedrive works well for SMBs looking for a simple CRM with sales automation.
Main Features:
- The AI-powered sales assistant provides actionable insights and recommendations.
- You can automate email campaigns for effective lead nurturing.
- Comprehensive deal tracking and management help you grow your sales.
- Custom reporting dashboards help you evaluate the performance of your sales efforts with ease.
- Multiple third-party integrations allow you to manage all sales-related activities from a single platform.
Pricing:
Starts from $12.50/user/month.
What we liked:
- Lead & task prioritization help you focus more on high-value activities.
- The interface of the tool is intuitive and user-friendly.
- Powerful analytics help you make the right business decisions by evaluating performance and identifying trends.
- Get complete control over data access permissions and security.
What could be better:
- No free version is available.
- Features such as calling and mobile support are only offered for the higher-priced versions.
Final word:
Pipedrive can enable you to manage your sales pipeline effortlessly.
Ratings: 4.3 out of 5 stars (G2)
3) Keap
Keap CRM brings all customer data to one platform, enabling you to take better control of your interactions and engage with your clients more effectively. The tool allows you to build multi-step workflows with recurring steps. You can use Keap to set triggers for custom actions based on the activity of your leads. The CRM tool enhances data accessibility and helps you focus on hot leads for better sales outcomes.
Suitable for:
Keap works well for client-oriented small businesses.
Main Features:
- Automated follow-ups allow you to reach out to prospects at the right time.
- Capture leads automatically from various sources, including web forms, social media, etc.
- Use email marketing to nurture your leads and craft personalized experiences.
- Track the opportunities in your sales pipeline effectively. View the position and preferences of prospects to optimize your interactions.
- Use pre-designed templates for setting up workflows.
Pricing:
Starts from $40/month.
What we liked:
- Support is available 24×7.
- It is possible to automate repetitive tasks.
- You can segment your customers to improve targeting.
- The remote access to data contributes to enhanced productivity.
What could be better:
- Limited features are available for the lower-priced versions.
- The learning curve is a bit steep.
Final word:
Keap offers satisfactory performance for teams that have decent background knowledge of digital marketing and are looking for a way to automate more processes.
Ratings: 4.2 out of 5 stars (G2)
4) Snov.io
Snov.io is an all-in-one sales automation software with a free CRM and a set of tools for building your sales process from scratch. Snov.io allows you to create deals, prospect for leads, save and manage their data, contact them with your cold email outreach, track their reactions to your email campaigns, and move them through the sales pipeline right to the closing stage – all within a single platform. It automates processes of lead generation and outreach, so your sales team has more precious time to think about how to build meaningful relationships with prospects through personalization.
Suitable for:
Snov.io’s sales automation toolset will suit businesses of all sizes, but owing to its non-complex functionality, it has proven to be the ideal option for startups and small businesses.
Main Features:
-
You can build the visual sales pipeline with up to 100 stages.
-
Deal creation and management is easy: just drag-and-drop deals towards your goal, always know where you stand with the lead.
-
You have opportunities for unlimited teamwork by sharing notes, templates, setting responsible members, etc.
-
You can find, verify, manage, reach out, and convert leads within one platform.
-
Integrated email service allows you to send highly personalized email campaigns to your leads, schedule follow ups, and track how your emails perform.
Pricing:
Free version: Yes, Snov.io has the forever free plan with 50 credits that get renewed each month.
Paid plans start from $39/month/for unlimited users.
What we liked:
-
The ability to automate all stages of a sales process.
-
The intuitive CRM system, which makes the tool super user-friendly.
-
Great possibilities for team collaboration.
-
CRM as a free addition to each plan.
What could be better:
-
There could be more reporting capabilities.
-
Outreach is limited to email campaigns.
Final word:
Snov.io is a powerful sales automation platform with an absolutely free CRM and dozens of features that will help you grow productivity and close more sales deals
Ratings: 4.5 out of 5 stars (G2)
5) monday.com
monday.com combines the capabilities of CRM and sales management to enhance business productivity. It offers powerful project management features that can empower you to deliver better experiences to customers. With custom automation and pre-designed templates, monday.com can help save a lot of time and resources for your team. It unifies all your information, allowing your sales representatives to improve client engagement and bring in more revenue.
Suitable for:
monday.com offers satisfactory performance for businesses of all sizes.
Main Features:
- The visual sales pipeline helps keep track of all available opportunities.
- Deliver more relevant and personalized email campaigns to your leads and convert them into customers.
- The reporting dashboard provides a comprehensive view of all activities, helping you leverage business data for better forecasts and decisions.
- Custom alerts keep you updated at all times.
- Customize the tool by using the simple drag and drop interface of the tool.
Pricing:
Free version: for 2 users
Starts from $8/user/month.
What we liked:
- The ability to automate workflows contributes to improved productivity.
- The interactive UI of the tool makes it easy to use.
- The tool boosts team collaboration by bringing everyone to the same platform.
- You can prioritize tasks and track their progress routinely.
What could be better:
- The tool is confusing for new users.
- Reporting capabilities are limited.
Final word:
monday.com is a powerful and flexible collaboration platform that can help you close more sales by staying on top of all business activities.
Ratings: 4.7 out of 5 stars (G2)
6) HubSpot
HubSpot ranks high in the list of automation tools offering contact management and prospect tracking capabilities. Although the basic functionalities are available for free, you can get the most out of this CRM tool by going for the bundled pricing plans. HubSpot offers pipeline tracking, instant notifications, and email marketing capabilities. Additionally, robust analytics provide you access to relevant business insights and help make more accurate business decisions.
Suitable for:
The free version of the tool is suitable for small businesses and startups.
Main Features:
- Get complete visibility into your sales pipeline and all the opportunities present in it.
- Nurture your leads effectively with powerful email marketing. Share personalized emails with your prospects and measure the performance of your email campaigns.
- Track activities and productivity levels for your team members.
- Collaborate with your team members more effectively.
- Generate high-quality leads for your business and nurture them into customers.
Pricing:
Free version: Yes
Starts from $45/month.
What we liked:
- The comprehensive reporting dashboard provides actionable insights.
- Maintain detailed contact profiles with automatic enrichment and updates.
- Qualify your leads effectively to save time and resources by only focusing on high-value prospects.
- Manage support tickets within the CRM system for improved customer satisfaction.
What could be better:
- The pricing structure is complex, and the overall cost increases quickly.
- The reporting module offers limited functionality.
Final word:
The free plan of HubSpot offers a broad range of advanced features, making it one of the best free tools that you can work with.
Ratings: 4.4 out of 5 stars (G2)
7) Freshsales
Freshsales enables you to monitor every sales activity and keep track of all the available opportunities. This comprehensive sales management tool allows you to build automated workflows that contribute to improved customer experiences. The tool offers custom fields, stages, views, modules, and roles to help you utilize it to the fullest. Freshsales empowers you to make better business decisions by analyzing data and trends effectively.
Suitable for:
The tool works for small businesses looking for a free or inexpensive CRM solution.
Main Features:
- Create automated sequences with custom triggers to keep things moving forward at all times.
- Capture and manage sales leads effectively.
- Get detailed activity timelines and never miss a follow-up with reminders.
- Limit data access with custom user roles and permissions for your team members.
- Get real-time notifications to stay on top of all your sales opportunities.
Pricing:
Free version: Yes
Starts from $15/user/version.
What we liked:
- Customize the dashboard according to your requirements.
- Get actionable insights and make better decisions for your business with this AI-powered system.
- Track deals, their size, and progress in your sales cycle with ease.
- Visualize the movement of your leads with a sales pipeline customized according to your sales process.
What could be better:
- Better templates can be added to the system.
- The mobile application can be improved.
Final word:
Freshsales is an easy-to-operate tool that aids opportunity management and makes it easier to convert more leads into customers.
Ratings: 4.6 out of 5 stars (G2)
8) Salesforce
Salesforce is an enterprise-grade business process management tool that aids sales automation. This tool allows businesses to automate complex processes to achieve more profitable outcomes and propel growth. With Salesforce, your team can take better control of business data and utilize it for increased profits. The pipeline management and forecasting capabilities further support Salesforce’s claims as a reliable sales opportunity management system for businesses across all industries.
Suitable for:
Salesforce is a powerful tool that works well for large organizations.
Main Features:
- Manage sales leads and track their movement through your sales pipeline.
- Make accurate sales and revenue forecasts for your business.
- AI-powered insights help you make the most out of the business data.
- Track and manage activities for your entire team. Assign tasks, schedule reminders, and evaluate progress from a single place.
- Manage sales from anywhere, anytime using the mobile CRM.
Pricing:
Starts from $25/user/month.
What we liked:
- Set up automatic email alerts to get notified instantly.
- Capture leads and score them to focus on high-value deals.
- Manage sales pipeline to keep deals moving forward easily.
- Build custom workflows for your team to increase productivity.
What could be better:
- The tool’s extensive features can make it overwhelming for beginners.
- Pricing is expensive, making it unsuitable for small businesses.
Final word:
Salesforce lives up to its reputation of being a comprehensive and all-inclusive solution that works well for sales and marketing automation.
Ratings: 4.2 out of 5 stars (G2)
9) Zoho CRM
Zoho CRM allows you to build automated workflows with custom triggers that keep things moving at all times. You can define specific conditions to provide your customers with the most relevant services using the CRM tool. The one feature that helps Zoho CRM stand out from the rest is its AI assistant. With intelligent reporting and recommendations, you can optimize your sales process and get the most out of every opportunity. You can use Zoho to automate actions such as creating new contacts, sharing follow-ups, or notifying team members.
Suitable for:
Zoho has remained a reliable name for small to medium-sized businesses for a long time, owing to its flexibility and budget-friendliness.
Main Features:
- Use the AI assistant for suggestions and intelligent automation.
- Create workflows with multiple conditions to keep things moving forward seamlessly.
- Save time with email templates. Reach out to your prospects more quickly and effectively.
- Orchestrate personalized client journeys for enhanced satisfaction.
- Access the CRM data from any mobile device.
Pricing:
Free version: for 3 users
Starts from $12/user/month.
What we liked:
- The tool has an easy and straightforward implementation.
- Intelligent alerts and recommendations improve business processes and outcomes.
- Detailed reporting helps you evaluate your business performance and make better decisions for the future.
- You can customize views, filters, and layouts.
What could be better:
- The free version only offers minimal functionality.
- Better customer support is required.
Final word:
Zoho CRM is a well-reputed tool, and for a good reason. It can help you automate your sales routine and assess the performance of your business efforts with artificial intelligence.
Ratings: 4.0 out of 5 stars (G2)
10) BenchmarkONE
BenchmarkONE (formerly known as Hatchbuck) is an all-in-one CRM tool designed to maximize business productivity. The tool helps improve daily productivity with automated workflows and instant notifications. All the communications are centrally located, which makes it easy to view previous interactions and optimize future engagement. BenchmarkONE also allows you to set up autoresponders and drip emails to stay connected with leads throughout the sales process.
Suitable for:
BenchmarkONE has proven to be a reliable solution for both small and large-scale enterprises.
Main Features:
- Set- up automated alerts and reminders to stay on top of all business operations.
- Manage leads with a comprehensive sales pipeline.
- Track your business performance and identify opportunities to improve it.
- Unify all your inboxes to streamline communication.
- Build effective landing pages to improve lead generation and nurturing for your business.
Pricing:
Free Version: for 1 user
Starts from $69/month.
What we liked:
- Get real-time insights into your business’s performance.
- Segment and tag your customers to deliver more relevant solutions.
- Use email marketing to boost engagement with prospects and customers.
- Score and prioritize leads to utilize your time and resources effectively.
What could be better:
- The ability to save custom filters is missing.
- The email module has scope for improvement in terms of usability.
Final word:
BenchmarkONE offers powerful marketing automation and is a great value for money tool. Its prompt customer support is a huge plus.
Ratings: 4.5 out of 5 stars (G2)
11) LeadSquared
LeadSqaured is a lead management and marketing automation platform that enables businesses to grow their sales by leveraging personalized interactions and automated processes. The tool allows you to automate lead scoring, assignment, and nurturing to guide more conversions. LeadSquared instantly notifies your team about relevant actions, allowing them to stay on top of all activities. Reduced response time, better follow-ups, and more targeted content are some of the most significant advantages of using this platform for sales automation.
Suitable for:
LeadSqaured is a cloud-based CRM that is suitable for businesses of all sizes.
Main Features:
- Automate the workflow to close more sales and avoid unnecessary delays.
- Capture leads and track them throughout the sales process.
- Use trigger-based campaigns to engage with clients at the right time.
- Save time with pre-designed templates. Customize them to suit your needs.
- Set up automatic alerts and instant notifications.
Pricing:
Starts from $25/user/month.
What we liked:
- Build a custom workflow with drag and drop UI.
- Qualify leads and prioritize them based on the likelihood of conversion.
- Use reporting and analytics to get more visibility into your sales efforts and team performance.
- Segment customers into distinct groups and deliver more personalized content.
What could be better:
- Support could be better.
- The learning curve is steep and extensive training is required for certain modules such as marketing campaigns and reports.
Final word:
If you need a powerful CRM with reliable sales and marketing automation, LeadSqaured can be an excellent choice.
Ratings: 4.5 out of 5 stars (G2)
12) HelloLeads
HelloLeads brings all your leads and their associated information to one platform. This reduces operational costs and helps you achieve better sales results. The tool essentially simplifies lead management by providing a straightforward database with clients and leads in one place. It can also be used to set up automated reminders and recurring follow-ups.
Suitable for:
HelloLeads is suitable for startups and small businesses looking for improved sales follow-ups and better lead management.
Main Features:
- Capture leads from various sources such as web forms, social media, etc.
- Qualify leads based on their size, interest, intent, budget, authority, etc.
- Access complete contact profiles with communication history and preferences.
- Never miss important follow-ups with prospects with reminders.
- Analyze existing data to make better decisions for your business.
Pricing:
Starts from $12/user/month.
What we liked:
- Get daily sales reports to stay on top of the performance of your sales efforts.
- The tool has an easy interface that simplifies the business processes for your team.
- Automate tasks and reminders to be more productive with your time.
- Stay engaged with leads using multiple channels for communication.
What could be better:
- More customization and flexibility could be a great addition.
- Better integrations are required.
Final word:
HelloLeads is an easy-to-use lead management tool that can help you manage and utilize sales opportunities effectively.
Ratings: 4.0 out of 5 stars (Capterra)
13) Quickbase
Quickbase CRM streamlines your data and communication, allowing you to achieve better results. This CRM tool can be used to manage and automate your sales activities to guide more leads toward conversion. This tool acts as a centralized database that helps every business department access updated data instantly and take appropriate actions. Quickbase is highly customizable, which means that you can easily optimize the tool to meet the exact needs of your enterprise.
Suitable for:
Quickbase is designed for businesses looking for a way to manage all business processes diligently.
Main Features:
- Automate your business workflow to avoid any delays and improve overall efficiency.
- Third-party integrations allow you to manage multiple business aspects from a single place.
- Get real-time insights into your sales process and discover ways to optimize its performance.
- Set up custom roles and permissions for team members.
- Track and streamline all business communication.
Pricing:
Starts from $600/month
What we liked:
- The dashboard has a drag and drop interface for easy management.
- The tool offers extensive customization.
- Cloud-based access helps you work from anywhere.
- Maintain data security with authorized access and encryption.
What could be better:
- Some features can be complicated to grasp.
- The user interface can be modernized.
Final word:
Quickbase is a reliable tool for managing workflows and improving business operations.
Ratings: 4.4 out of 5 stars (G2)
14) EngageBay
EngageBay is a reliable sales automation platform that empowers you to craft well-targeted campaigns and use them to drive conversions. The tool offers robust sales forecasting and helps you generate reports for all sales activities. With EngageBay, you can automate various processes, including lead prioritization and routing. This tool brings CRM, sales, and marketing to a single platform. This aids internal communication and translates into more cohesive customer journeys.
Suitable for:
EngageBay is ideally suited for small businesses.
Main Features:
- Automate repetitive tasks that have to be performed manually.
- Generate custom reports to track relevant metrics.
- Segment leads based on their interests and improve nurturing efforts.
- Access email templates and customize them according to the target audience.
- Integrate the application with several other business tools to drive better outcomes.
Pricing:
Free version: Yes
Starts from $11.99/user/month.
What we liked:
- Schedule and track appointments, events, and meetings.
- Capture, manage and nurture leads effectively.
- Track and report the performance of your email campaigns.
- Automate follow-ups with prospects to keep them engaged.
What could be better:
- UI can be improved.
- Better documentation is required for certain features such as webform connection, email integration, etc.
Final word:
EngageBay is an all-in-one tool that essentially does the job for small businesses by being pretty straightforward.
Ratings: 4.6 out of 5 stars (G2)
15) Zendesk Sell
Zendesk Sell is a part of the powerful suite of business tools offered by Zendesk. This customizable CRM application empowers enterprises to take better control of their operations. Zendesk Sell helps everyone in the organization collaborate effectively. This easy-to-use tool is a great way for sales teams to close more deals by being more organized. Detailed analytics provide business insights that help make better decisions and drive growth.
Suitable for:
Zendesk Sell is a great solution for small to mid-sized businesses starting with sales automation.
Main Features:
- Build smart lists by segmenting your leads.
- Automate email campaigns for improved nurturing.
- Log every conversation in a single place. Track communication history to discover preferences and get the context you need to drive better conversations.
- Set up task sequences to deliver better customer experiences.
- Visualize sales data using your preferred type of chart.
Pricing:
Starts from $19/user/month.
What we liked:
- Improve the accuracy of your sales and revenue forecasts.
- A clean & well-organized layout helps you access the most relevant information at the right time.
- Customize the stages of the sales pipeline according to your sales process.
- Zendesk Sell offers easy lead tracking and management to help grow your sales.
What could be better:
- Customer support needs improvement.
- Better data synchronization is required.
Final word:
Zendesk Sell is an intuitive and customizable tool that works exceptionally well within the Zendesk ecosystem. It can help you gain better visibility into your sales data and manage leads more effectively.
Ratings: 4.2 out of 5 stars (G2)
16) Integrately
Integrately is a no-code automation tool. Its ease of use is highly appreciated among customers. You can literally connect your favourite and essential apps with just one click.
Moreover, the tool offers a complete recipe while you connect to an app. You can choose your rules and set them accordingly for a smooth workflow.
For example, you can connect Slack and Trello to collaborating with your team. Every time you create a card in Trello, you can send a message in Slack.
Features:-
- 1-click integrations
- Multi-step triggers
- Quick update time
- Easily modify data
- Modify conditions
- Solutions on every step
Pricing:
Free – $0
Starter – $19.99/m 14,000 tasks
What we liked:
- Integrately has an extremely user friendly UI that allows us to set up automations quickly and easily.
- They are adding and improving new integrations almost daily.
- Integrately gives you LOTS of pre-made automations. So we can activate and integrate in just 1-click.
What Could Be Better:
Integrately Automatically connects your apps. So you don’t need to do anything.
Final Word:
With Integrately All you need to do is select automation and activate it in just 1-click.
Rating:
4.7 star out of 5 in G2
Sales Automation- Which Tool Aces the Game?
Sales automation is a critical business process that can pave the way for your company’s growth. It can help you become more efficient with your time and resources. However, you must invest in a suitable tool to get the real benefit from sales lead automation.
With such a long list of options available, making a choice can be overwhelming.
To choose the best sales automation software, you must keep in mind your business objectives, industry trends, and your long-term expansion plans. With a clear understanding of your team’s requirements and a thorough analysis of available options, you can find the most suitable tool for your enterprise.
The 16 best sales automation tools mentioned here are sure to take your sales processes to a new level. If you are on the search for an affordable, simple, and all-inclusive solution, we highly recommend BIGContacts. This versatile CRM can streamline all your business endeavors, allowing you to stay on top of all activities and maximize your profitability.