Automation is a reality, not just the future! More businesses are utilizing automation tools to increase productivity and more deeply personalize the customer experience. In fact, on average, 51% of businesses use marketing automation, and about 58% will soon.

By investing in automation tools, you can make sure your sales team spends more time closing deals and less time on non-revenue generating activities. With so many automation tools available, determining which ones would be beneficial to you can be daunting – this is why we have created a list of the best sales automation software (many of which we use in our daily workflows to help organize and structure our work).

Without further ado – let’s get started.

🔑Key Highlights
  • Sales automation softwares take care of repetitive tasks like data entry, follow-ups, and scheduling, so your team can spend more time doing what they do best.
  • Many tools now come packed with AI features like predictive lead scoring and smart recommendations.
  • Tools like HubSpot, Zoho CRM, and Freshsales even offer free plans, while more advanced platforms like Salesforce and Outreach cater to large teams.
  • Several tools like Close and Freshsales come with built-in calling, emailing, and chat features.
  • Integration is Key for a Smooth Sales Stack.

What are Sales Automation Tools?

what are sales automation tools.

Sales automation tools refer to types of software that help eliminate and simplify the repetitive functions in the sales process. Sales systems can assist sales teams in managing leads, tracking the history of customer interactions, prompting or automating follow-ups, scheduling meetings, and conducting reporting tasks and analytics, thereby giving sales teams space so they can devote more time to selling and closing deals. Because they take on manual work and add time efficiencies, sales automation tools improve productivity while ensuring that prospects and customers receive consistent communications.

Many of these tools integrate with CRMs and use AI to present data insights to reduce inefficiencies and improve decision-making and forecasting. Sales automation tools are crucial in scaling sales operations, improving team collaboration on leads, and providing a better experience for customers.

Also Read: Top 10 Sales Apps for Closing Deals More Efficiently in 2025

Why use Sales Automation Tools?

Sales automation software is valuable because it streamlines sales processes, automates repetitive tasks, and frees up sales teams to focus on strategic activities like building relationships and closing deals, ultimately boosting productivity and efficiency. Here’s a casual breakdown of why using sales automation tools is a game-changer:

1. Saves Time and Effort

Imagine being able to automate repetitive tasks like data entry, email follow-ups, and scheduling. Sales automation software in 2025 can take care of these mundane jobs, allowing your team to focus on actual selling rather than drowning in admin work.

2. Increases Efficiency

With automated lead tracking and scoring, your sales reps instantly know which prospects are worth their time. No more manual data crunching—just streamlined workflows and smarter decision-making.

3. Improves Customer Engagement

Sales automation tools can send personalized emails, follow-up messages, and reminders based on customer interactions. This consistent communication helps build stronger relationships without much manual effort.

4. Enhances Lead Management

Keeping track of leads manually is overwhelming. Automation tools not only collect data but also categorize leads based on their position in the sales funnel. This way, reps can easily prioritize hot leads.

5. Accurate Reporting and Insights

Sales automation tools generate reports automatically, offering insights into sales performance, conversion rates, and customer behavior. These data-driven insights make it easier to fine-tune strategies and set realistic goals.

6. Reduces Human Error

Manual data entry can lead to mistakes, costing both time and money. Automating these processes minimizes errors and ensures consistency, especially when updating customer information or tracking sales progress.

7. Boosts Team Collaboration

With a unified platform, team members can access customer data, track deal progress, and share updates in real-time. This collaborative environment fosters better teamwork and more efficient sales cycles.

Best Automation Software In 2025

Sales software tools come in many shapes and forms. Before discussing the best options on the market, let’s take a look at the different types to understand what each can do for you.

While choosing sales automation software, look for one that offers useful features, is easy to use, fits your budget, and works well with your other tools.

Software Features Pricing
HubSpot Sales Hub Email tracking, pipeline management, meeting scheduler, automation workflows, reporting Free plan available; Paid starts at $20/user/month
Pipedrive Visual sales pipelines, activity reminders, AI sales assistant, email integration Starts at $14/user/month
Salesforce Sales Cloud Lead and contact management, forecasting, workflow automation, AI insights (Einstein) Starts at $25/user/month (Essentials plan)
Zoho CRM Multichannel communication, sales signals, AI assistant (Zia), workflow automation Free plan available; Paid starts at $14/user/month
Freshsales (Freshworks) Built-in phone/email, AI-based lead scoring, workflow automation, visual sales pipeline Free plan available; Paid starts at $15/user/month
Outreach Sales engagement, email sequencing, task management, analytics, AI-powered insights Custom pricing (Contact sales)
Keap (formerly Infusionsoft) CRM, marketing automation, sales pipeline, appointment scheduling, payment integration Starts at $159/month (includes CRM + automation)
Close Built-in calling, email automation, predictive dialer, smart views, reporting Starts at $99/user/month

1. HubSpot Sales Hub

HubSpot Sales Hub is among the most reliable sales automation software in 2025. The tool provides solid integration with a CRM and has a very easy-to-use interface. HubSpot Sales Hub provides complete sales experience so sales teams can engage prospects, nurture relationships, and close deals faster – all from the same tool.HubSpot Sales Hub has a high degree of automation, as well as provides tools for email tracking, sales sequences, pipeline organization, and lead scoring.

HubSpot Sales Hub has a natural integration with HubSpot Marketing Products and HubSpot Service Products, making it a complete solution for companies and focused on intelligence that reduces best practices without restrictions. HubSpot is also easy to use, has powerful analytics, and is responsive in their support which makes it suitable for companies, from start-ups to enterprises that would like to improve their productivity related to sales.

Key Features

  • Email tracking and notifications
  • Deal and pipeline management
  • Meeting scheduler with calendar integration
  • Sales automation workflows
  • In-depth reporting and analytics
  • Predictive lead scoring
  • Live chat and calling tools

✅ Pros

  • Seamless CRM integration with marketing and service hubs
  • User-friendly interface that requires minimal training
  • Offers a generous free plan suitable for small teams
  • Powerful automation tools, even in lower-tier plans
  • Rich third-party app ecosystem for easy integrations

❌ Cons

  • Some advanced features are locked behind higher-tier plans
  • It can get expensive as team size and feature needs grow
  • Limited customization options compared to enterprise-grade CRMs

💵 Pricing

Free Plan: $0 (Includes basic CRM and sales tools)

Starter: $20/month per seat

Professional: $90/month per seat

Enterprise: $150/month per seat

🔥 Note: HubSpot offers bundled pricing for its CRM Suite, which may reduce costs if used across Marketing, Sales, and Service Hubs.

2. Pipedrive

Pipedrive is an automated sales tool that is remarkably clear and visual in nature, developed specifically for sales teams to focus on sales progression actions. Much appreciated is the ease of use with the pipeline view defining how teams view where each prospect is within the sales process.

Designed with the seller in mind, Pipedrive aims to simplify the process and remove unnecessary complexity, allowing teams to prioritize leads, automate repeating tasks, and move deals to close faster. As the CRM for the sales professional, Pipedrive has all the functions to assist the sales process in reporting tools from lead generation to communication tracking, as well as sales AI assistance. It works well for small to mid-size teams looking for a leaner, more efficient approach to improve productivity and forecast sales efficacy.

Key Features

  • Visual drag-and-drop sales pipeline
  • Email and communication tracking
  • Activity and task reminders
  • AI-powered sales assistant
  • Customizable dashboards and reports
  • Workflow automation
  • Lead generation chatbot and web forms

✅ Pros

  • Incredibly easy to set up and use with minimal onboarding
  • Visual pipeline makes deal tracking and organization effortless
  • Affordable pricing plans for growing teams
  • Offers powerful automation even at lower tiers
  • Integrates with over 350 third-party apps

❌ Cons

  • Reporting features are limited in lower-tier plans
  • Mobile app lacks some advanced functionalities
  • Not ideal for large enterprise-level organizations with complex needs

💵 Pricing

Essential: $14/month per user

Advanced: $29/month per user

Professional: $49/month per user

Power: $64/month per user

Enterprise: $99/month per user

🔥 Note: Pipedrive offers a 14-day free trial with access to all features, so teams can test the full platform before committing.

3. Zoho CRM

Zoho CRM is a comprehensive and affordable sales automation tool designed for businesses of all sizes. Known for its flexibility and wide feature set, it enables organizations to manage leads, automate workflows, and gain actionable insights through AI-powered tools. With seamless omnichannel communication and integration capabilities, Zoho CRM helps sales teams engage prospects across email, phone, social media, and live chat—all in one unified platform.

What makes Zoho CRM stand out is its balance of usability and scalability. From small startups to large enterprises, it offers a customizable platform with powerful automation, analytics, and real-time notifications, helping sales teams close more deals faster.

Key Features

  • Omnichannel communication (email, phone, chat, social)
  • Workflow automation and task assignment
  • AI assistant (Zia) for predictions and insights
  • Lead scoring and deal management
  • Sales process blueprint and automation rules
  • Advanced analytics and reporting dashboards

✅ Pros

  • Highly affordable with a generous free plan
  • AI-powered recommendations and lead scoring
  • Deep customization options for fields, modules, and layouts
  • Integrates easily with other Zoho apps and third-party tools
  • Mobile app with location-based check-ins and reminders

❌ Cons

  • Interface may feel cluttered to new users
  • Some advanced features require higher-tier plans
  • Customer support can be slow at times for free users

💵 Pricing

Free Plan: For up to 3 users

Standard: $14/month per user

Professional: $23/month per user

Enterprise: $40/month per user

Ultimate: $52/month per user

4. Freshsales

Freshsales is a modern, AI-powered sales automation CRM developed by Freshworks, tailored for high-velocity sales teams. It simplifies lead management, automates repetitive tasks, and centralizes customer communication, making it easier for sales reps to focus on closing deals. The platform offers a clean and intuitive interface, along with powerful built-in tools for email, phone, chat, and activity tracking.

Freshsales is especially known for its AI assistant, Freddy, which provides smart insights, lead scoring, and next-step suggestions. It’s an ideal solution for small to mid-sized businesses that need a unified CRM with solid automation and communication tools built in.

Key Features

  • Built-in email, phone, and chat communication
  • Visual sales pipeline with drag-and-drop functionality
  • AI-powered lead scoring with Freddy
  • Sales sequences and workflow automation
  • Custom reports and dashboards
  • Territory and deal management
  • Mobile app with on-the-go updates

✅ Pros

  • User-friendly interface with a minimal learning curve
  • AI insights help prioritize leads and increase win rates
  • Built-in communication tools reduce the need for integrations
  • Affordable pricing with a strong free plan
  • Smooth integration with other Freshworks products

❌ Cons

  • Limited third-party integrations compared to bigger CRMs
  • Some features like advanced analytics are only in higher plans
  • AI suggestions can sometimes feel generic or repetitive

💵 Pricing

Free Plan: $0 for up to 3 users (includes basic CRM features)

Growth: $15/month per user

Pro: $39/month per user

Enterprise: $69/month per user

5. Outreach

Outreach is a leading sales engagement and automation platform built for modern B2B sales teams. Unlike traditional CRMs, Outreach focuses specifically on improving sales rep productivity and engagement through multi-channel communication, smart sequencing, and data-driven insights. It’s especially powerful for teams running outbound sales, helping them connect with prospects at scale while still keeping interactions personalized.

Outreach uses AI to surface the next best actions, forecast outcomes, and optimize workflows. With advanced automation, deep analytics, and robust integration capabilities, it’s widely used by enterprise-level sales teams looking to accelerate deal velocity and improve pipeline visibility.

Key Features

  • Multi-channel sequences (email, voice, SMS, social)
  • Task automation and sales playbooks
  • Conversation intelligence and call recording
  • Deal management and pipeline inspection
  • AI-driven insights and next-best actions
  • Powerful analytics and sales forecasting
  • CRM and calendar integrations (Salesforce, Outlook, etc.)

✅ Pros

  • Designed specifically for outbound and engagement-heavy sales
  • Excellent for scaling prospecting efforts
  • Strong AI capabilities and actionable analytics
  • Integrates with major CRMs and sales tools
  • Helps reduce rep effort with automation and prioritization

❌ Cons

  • No public pricing; can be expensive for smaller teams
  • Learning curve for new users due to its deep features
  • Some mobile functionalities are limited
  • Heavy dependence on CRM integrations

💵 Pricing

  • Custom Pricing Only: Outreach doesn’t list pricing publicly
  • Cost typically varies based on company size, features, and integrations
  • Similar enterprise tools range from $100–$150+ per user/month

6. Keap

Keap is an all-in-one CRM and sales automation tool built for small businesses and solopreneurs. Formerly known as Infusionsoft, Keap combines CRM, marketing automation, sales pipeline management, and payment processing in a single platform. Its goal is to help entrepreneurs and small teams automate repetitive tasks, capture more leads, and close more deals without juggling multiple tools.

Keap is especially popular for its easy-to-use automation builder, which allows users to create workflows that connect emails, tasks, reminders, invoicing, and lead nurturing. It’s ideal for small service-based businesses that want to streamline operations and scale with minimal complexity.

Key Features

  • CRM with contact and lead management
  • Drag-and-drop sales and marketing automation
  • Built-in email marketing and templates
  • Appointment scheduling with calendar sync
  • Invoicing and payment processing (PayPal, Stripe, etc.)
  • Sales pipeline and task tracking

✅ Pros

  • Combines CRM, sales, marketing, and billing in one platform
  • Simple automation builder saves time on repetitive tasks
  • Great for service businesses like coaching, consulting, or agencies
  • Offers robust support and onboarding
  • Mobile app available for managing tasks and contacts on the go

❌ Cons

  • Higher starting price compared to similar CRMs
  • Not ideal for large or complex sales teams
  • Automation workflows can feel limited for advanced users
  • Some users report performance lags with large contact lists

💵 Pricing

Pro: $159/month (2 users, includes CRM, automation, and email marketing)

Max: $229/month (advanced automation and analytics)

Max Classic: Custom pricing (formerly Infusionsoft version)

7. Close

Close is a high-performance sales automation CRM tailored for inside sales teams and fast-paced startups. Unlike traditional CRMs that rely heavily on integrations for communication, Close comes with built-in calling, emailing, and SMS tools—making it ideal for sales reps who want to move fast, stay organized, and close deals without leaving the platform.

What makes Close unique is its powerful communication stack paired with automation and reporting features that enhance productivity. It’s built for teams that want fewer manual tasks, more conversations, and better visibility into the sales process.

Key Features

  • Built-in calling, SMS, and email tracking
  • Power and predictive dialers
  • Sales automation workflows
  • Custom smart views and lead filters
  • Email sequences and follow-up reminders
  • Advanced reporting and activity tracking
  • Native integrations with Zoom, Slack, Zapier, etc.

✅ Pros

  • All-in-one communication platform for sales outreach
  • Fast and responsive interface designed for high-volume workflows
  • Great for remote or distributed sales teams
  • High deliverability with built-in email tools
  • Excellent call quality and VOIP tools

❌ Cons

  • Higher entry price than basic CRMs
  • Limited customization compared to enterprise CRMs
  • Not built for field sales or businesses needing deep marketing automation
  • Email template editor could be more flexible

8. Salesforce Sales Cloud

Salesforce Sales Cloud is a robust and highly customizable sales automation platform used by enterprises and fast-growing businesses everywhere. Sales Cloud is a part of the larger Salesforce ecosystem and offers best-in-class CRM capabilities designed to help teams track leads, opportunities, accounts, and contacts in one spot.

Sales Cloud is an impressive fit as an application with AI-based insights, extensive flexibility for customization, and a scalable infrastructure to support businesses of all shapes and sizes. Salesforce Sales Cloud’s versatility is what truly differentiates it—it is adaptable enough to fit just about any sales process. It is deployed to automate workflows, deliver real-time sales forecasts, and provide deep analytics. It is a platform built for productivity, collaboration, and driving revenue at scale.

Key Features

  • Lead and opportunity management
  • Forecasting and performance tracking
  • Workflow and process automation
  • AI-powered analytics with Einstein
  • Email and call integration
  • Customizable dashboards and reports
  • Mobile access and offline support

✅ Pros

  • Extremely scalable and suitable for large, complex sales teams
  • Offers robust automation and AI-driven insights
  • Highly customizable to fit any industry or sales strategy
  • A strong ecosystem with thousands of integrations and add-ons
  • Real-time reporting and collaboration tools enhance team productivity

❌ Cons

  • Can be overwhelming for new users without proper training
  • Higher pricing compared to other tools, especially for small businesses
  • Requires admin support for complex customizations
  • Setup and implementation can be time-consuming

💵 Pricing

Starter Suite: $25/month per user

Professional: $80/month per user

Enterprise: $165/month per user

Unlimited: $330/month per user

Einstein AI Add-ons: Extra charge depending on features

Also Read: Transform Your Sales With Top Sales Prospecting Tools

Conclusion

Whether you’re a one-person show/developer trying to make following up with clients easier, or a fast-growing team trying to scale what the team is already doing – there is something on this list for each situation. Sales automation isn’t just about being speedy, it is about being smarter in your work.

These tools will help you close more sales while growing and nurturing client relationships – and should allow you to do a lot more of the work that matters in comfortably growing your company. Take a couple of minutes and explore these platforms, create free trials where applicable, and find what works well for your team. Believe us, your future self (and sales figures) will appreciate it! 🚀

FAQs

What features should I look for in a sales automation tool?

Look for features like CRM integration, workflow automation, lead scoring, pipeline management, email and call tracking, reporting/analytics, and AI-based recommendations. The best tool for you will depend on your team size, sales process, and budget.

Can sales automation software replace sales reps?

No, sales automation softwares are designed to support sales reps, not replace them. They handle repetitive and administrative tasks, so your team can focus on relationship-building, strategic selling, and closing deals.

Are sales automation tools suitable for small businesses?

Absolutely. Many tools like HubSpot, Zoho CRM, and Freshsales offer free or affordable plans tailored for small businesses. These platforms scale with your needs and are easy to implement without a dedicated IT team.

How do these tools integrate with other platforms?

Most sales automation software in 2025 offer integrations with popular platforms like Gmail, Outlook, Slack, Zoom, Mailchimp, Stripe, and marketing automation tools. Some, like Salesforce and HubSpot, also offer app marketplaces with hundreds of third-party integrations.

How long does it take to see results from using a sales automation tool?

That depends on your sales process and how well the tool is implemented. Most teams begin seeing time-saving and efficiency improvements within a few weeks. With consistent usage and optimization, conversion rates and sales growth often follow within a few months.

Prasanta Raut

Prasanta, founder and CEO of Dialaxy, is redefining SaaS with creativity and dedication. Focused on simplifying sales and support, he drives innovation to deliver exceptional value and shape a new era of business excellence.

Prasanta, founder and CEO of Dialaxy, is redefining SaaS with creativity and dedication. Focused on simplifying sales and support, he drives innovation to deliver exceptional value and shape a new era of business excellence.