Best Sales Automation Software Tools of 2026

What is sales automation software?

Sales automation software helps teams remove manual, repetitive tasks from the sales process. These tools use rules, triggers, and customer data from your CRM and other systems to automate tasks such as lead capture, follow-up messaging, qualification, reporting, and pipeline updates.

Most solutions fall into two categories:

• Standalone automation platforms built specifically for sales

• CRM suites with automation features built in

Used well, sales automation creates a hybrid workflow where software handles admin-heavy tasks while reps focus on relationships, strategy, and closing.

12 best sales automation software tools

Choosing the right sales automation software depends on the size of your team, your tech stack, and your use cases. Below, we break down the top tools, including strengths, weaknesses, pricing insights, and who each is best suited for.

Here are some great options for harnessing the top sales automations for your reps and teams:

1. Dealfront

One of the best examples of sales automation software is Dealfront. Dealfront helps you identify B2B customers, including providing access to direct contact details and analysis of buying intent, enabling you to easily communicate with these prospects.

These leads are largely generated from visitors to your website, and Dealfront then automatically sends these leads to a CRM, ensuring that the whole process is as streamlined as possible. When it comes to automating the lead generation process, there aren’t many better options than Dealfront.

As well as generating leads, Dealfront provides comprehensive company profiles, which reduce the time your teams need to spend on prospect research. When they have all the information they need about a prospective client at their fingertips, they can focus their energy and time on nurturing the client relationship and closing the deal instead.

Pros

• Highly accurate B2B company identification

• AI-supported intent and lead scoring

• Automated CRM syncing

• Deep firmographic and technographic data

Cons

• Best suited to B2B; not ideal for B2C teams

• Data coverage still expanding globally

Best for: B2B teams wanting reliable lead identification and automated prospecting

Avoid if: You primarily sell to consumers

Pricing: Tailored to each company’s needs

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2. Salesforce

One of the most widely used sales automation tools is Salesforce. This is because it doubles up as an all-in-one CRM platform. It prioritizes managing customer data, which can boost many different aspects of sales productivity.

It allows you to have access to a full overview of each customer’s activity, communication history, and purchasing experience. From this core data about your leads, you can automate sales events such as follow-up messaging.

Pricing ranges from $25 per user, per month to $300 per user, per month, depending on the features that you’ll need to use.

Pros

• Extensive automation rules and workflow builder

• Deep integrations with almost every major tool

• Highly customizable

Cons

• Can be complex to configure without admin support

• Pricing grows quickly with add-ons

• Connecting to other systems (e.g. legacy CRMs, custom tools, external apps) can be cumbersome and technically demanding

Best for: Mid-to-enterprise sales teams needing a flexible, customizable CRM

Avoid if: You want a lightweight tool with small-team simplicity

Pricing: $25–$300/user/month depending on tier

3. HubSpot Sales Hub

Just as popular as Salesforce is HubSpot. This also combines a CRM platform with sales automation tools, which are specifically defined in its HubSpot Sales Hub software.

This includes important features such as lead management, email automation, and automatic sales reports. As these are integrated closely with the CRM, this can make your workflow as smooth as possible.

Pros

• Easy to use and onboard

• Native marketing + sales alignment

• Strong reporting

Cons

• Automation depth increases only at higher plans

• Can get expensive as contact volume grows

• Limited customization & flexibility for complex processes or workflows

Best for: Teams wanting an all-in-one sales + marketing CRM

Avoid if: You need advanced custom workflows on a budget

Pricing: From $95/user/month

4. Clearbit

Clearbit is closely linked to HubSpot, as they have a shared ownership group. However, it provides some key features unavailable on HubSpot Sales Hub.

Clearbit utilizes AI to improve your identification of target buyers, allowing you to refine your strategy for dealing with new leads, as well as streamlining your customer data so that it is as useful as possible for your needs.

Pros

• Good B2B enrichment data

• Real-time intent signals

• Strong integrations with HubSpot & Salesforce

Cons

• Pricing is custom and can be high for small teams

• Works best within existing CRM workflows

• Data for smaller businesses, startups, or niche industries can be sparse, inaccurate or outdated

Best for: Companies needing richer data and targeted segmentation

Avoid if: You have very limited tech budget

Pricing: Volume-based

5. Bombora

If you want to prioritize winning over customers in the first part of their customer journey, Bombora could be the right choice of automation software for your requirements.

This is because Bombora monitors target accounts as soon as they show intent to make a purchase in your sector. It allows you to see which of these accounts are researching your competitors, allowing you to target them. This makes Bombora useful if you want to gain a competitive advantage.

Pros

• Strong intent data

• Useful for early-stage pipeline building

• Helps target competitor-curious accounts

Cons

• Works best when paired with ABM tools

• Not a full automation platform by itself

• Intent signals can be ambiguous or noisy; not a guarantee of buying readiness

Best for: Companies running ABM or targeting in-market buyers

Avoid if: You need workflow automation more than intent data

Pricing: Custom

6. Clari

While some of these examples focus on actively managing your sales process and customer data, Clari is more useful for data analysis. It uses machine learning algorithms to automate the production of high-quality analytics reports into your sales data.

This means that Clari can be used for precise sales forecasting, as well as offering performance insights that you can use to improve the skills of your sales team.

Pros

• Highly accurate forecasting

• Great for revenue operations

• Automated insights into risks and opportunities

Cons

• Not designed for frontline sales automation

• Pricing can be complex

• UI is not always intuitive, and customizing dashboards or reports can be restrictive.

Best for: RevOps teams and leaders needing deep analytics

Avoid if: You need simple task automation for reps

Pricing: Six pricing tiers

7. Mailtastic

If you work in a combined sales and marketing department—or are looking for a platform that can automate elements of both sales and marketing—Mailtastic could be useful for your organization.

This platform focuses on email marketing, using CRM data to send email campaigns according to event triggers. This allows you to leave sales messaging to the platform, as well as scheduling automated marketing emails.

Pros

• Great for sales + marketing alignment

• Uses CRM data for triggered messaging

Cons

• Primarily an email tool, not full sales automation

• Requires CRM integration for best results

• Fundamentally it’s an email-signature/marketing-banner tool rather than a full sales or marketing automation platform

Best for: Teams running high-volume email campaigns

Avoid if: You need broad pipeline automation

Pricing: Scaled to business size

8. 6sense

6sense is another example of complex AI being used in sales automation. It uses predictive artificial intelligence to identify leads that are most likely to make a large purchase. This will then implement account-based marketing, where these accounts automatically receive personalized messaging.

This means that 6sense can be used to boost your amount of large sales, helping you to quickly improve turnover and ROI.

Pros

• Powerful predictive models

• Strong ABM capabilities

• Automated multi-channel outreach

Cons

• Steeper learning curve

• Pricing can be high for small teams

• Contact-level data can be inaccurate and outdated

Best for: Enterprise ABM teams

Avoid if: You’re a small sales team with simple workflows

Pricing: Four tiers, including a free plan

9. VanillaSoft

VanillaSoft is all about making the process of communicating with your leads as easy as possible. It automates lead prioritization, meaning that your sales reps are matched with leads that are most relevant to their experience and skills.

It also automates some of the most repetitive tasks included in sales communication, such as dialing numbers and scheduling emails. It even offers scripts and coaching to help to upskill your sales reps—useful if you want to improve your sales comms.

Pros

• Good for high-volume SDR workflows

• Automated dialing & email scheduling

• Strong coaching features

Cons

• More focused on outbound than full-funnel automation

• Some users report that the system occasionally slows, freezes, or has dialer/VoIP issues

• More limited third-party integrations and friction when integrating with external systems

Best for: SDR and inside-sales teams

Avoid if: You need deep analytics or ABM features

Pricing: From $110/month

10. Docebo

Another sales automation platform that is useful for employee development is Docebo. This focuses on delivering training and development programs to your sales teams, allowing you to manage and track content for your employees to boost their knowledge and skills.

This can be integrated with systems, such as your CRM platform, to make your training relevant to your specific context. This will also streamline your workflows, as training will not require lots of new and unfamiliar platforms.

Pros

• Streamlines training workflows

• Great for fast-growing companies

• Integrates with CRMs

Cons

• Not a traditional sales automation platform

• Expensive for small teams

Best for: Large teams needing scalable onboarding

Avoid if: You only need process automation

Pricing: Starting around $25,000/year

11. DocuSign

Creating and signing contracts has traditionally been one of the most time-consuming tasks in sales. DocuSign, however, offers an automated approach to the management of digital documents.

It includes e-signature tools, automated workflow routing, and high levels of encryption and authentication to ensure security and compliance. DocuSign is great if you just want to automate your document management.

Pros

• Fast digital signatures

• High security

• Automation for routing and approvals

Cons

• Limited to document workflows

• DocuSign’s pricing, especially beyond basic plans, can be expensive

• Weak document-creation or editing features and rigid workflow/template logic

Best for: Sales teams needing faster contract turnaround

Avoid if: You want a full sales automation suite

Pricing: From $25/user/month

12. Gong

Gong is a sales automation tool that aims to drastically improve the amount of data that you have about individual customers. 

It captures and records every single customer interaction and then uses this data to produce actionable insights. That means that you receive notifications when the data suggests you’re about to lose a deal.

Gong is a useful solution for companies looking to know more about their customers and leads. It can be used alongside an effective CRM to produce more information about each lead in that CRM.

Pros

• Deep deal insights

• Automated alerts on at-risk opportunities

• Strong coaching capabilities

Cons

• Not a full automation tool; more analytics + intelligence

• Requires significant effort to set up and integrate properly with a steep learning curve

• An expensive solution, especially for small or growing teams, due to a substantial base/platform fee plus per-user licensing

Best for: Teams wanting better win rates through insights

Avoid if: You need task automation

Pricing: Varies by company size

Sales Automation Tools Compared

Below is a comparison table summarizing the essential details of each tool.

5 Reasons to invest in sales automation software

Now that you know how sales automation software works, you might still be wondering what all the fuss is about. After all, investing in new tools can be a significant expense.

However, sales automation has the potential to radically transform your workflow and efficiency as a sales team.

Here are the biggest benefits that you’ll see when you invest in the right sales automation tool:

1. Increase productivity

The most obvious reason to use sales automation in your business is the increased levels of productivity that it can bring to your sales teams.

Think for a second how long it would take you to complete all of the tasks that we discussed earlier in this guide—now consider how you could use that time more wisely.

When you implement automation effectively, some of the most time-consuming manual tasks will be almost entirely removed from your workflow.

This will let you focus less on basic administrative tasks, meaning that your most valuable assets—your employees—can prioritize the activities that they’re paid to complete. Things like creating and implementing sales strategies and closing deals with customers. You’ll soon see a better return on investment when it comes to your employees.

An example of this is the success that the Norwegian company SuperOffice has had by using Dealfront. Thanks to Dealfront’s up-to-date, accurate B2B information, 360° company profiles, and trigger event alerts, SuperOffice has seen a 70% reduction in research time across its marketing, sales, and service teams. This allows them to focus their energy on more mentally demanding tasks without risking missing new prospect opportunities.

2. Boost sales

Once your employees are able to fully focus on closing deals, they’ll also recognize that sales automation has made it easier for them to convert.

Sales automation tools will monitor customer data throughout the customer journey, for instance, meaning that reps can access customer data easily.

This expands the amount of information that sales reps have when they go into discussion with potential customers. Everyone in your sales team, then, will be able to use more customer data to shape their messaging, helping to boost your sales through a stronger sales approach.

3. Improve customer retention

In the world of sales and marketing, it can be easy to focus entirely on attracting new customers and finalizing first-time purchases. However, overlooking existing customers would be a huge mistake; they represent a great opportunity for upselling and cross-selling, as well as repeat purchases.

This means that using sales automation to improve customer retention is a further significant benefit. These automation tools make retention much simpler, as some of the key elements of customer retention can be automated.

A great example of this is through post-purchase messaging.

Rather than having to schedule and write follow-up emails to customers in the weeks following a sale, you can simply automate this process as soon as the sale is confirmed. This minimizes the risk of human error damaging the likelihood of effective customer retention.

4. Generate analytics reports

If you want to improve your strategic sales decisions, you’ll need to have as much information and data as possible. This will mean that your decisions will be supported by the evidence—and be more likely to be effective—than if they had been produced based on instinct or guesswork.

However, collecting data and turning it into an analytics report that can be accessed and understood by everyone is a difficult and time-consuming task. Fortunately, sales automation software can be used to mechanize this process.

As sales automation tools already work with all of your sales data, it’s easy for these tools to quickly build reports according to your unique needs. This means you can easily communicate your sales data and analytics to leaders across the organization, improving strategic decision-making.

5. Refine customer experience

The final reason why you should invest in sales automation software comes back to the most important aspect of the world of sales: the customer.

You can have the most streamlined sales workflow in your sector but this will mean nothing if it doesn’t lead to a tangible improvement in customer experience.

Sales automation software, however, can quickly lead to a better experience for your customers. They will receive quotes and proposals more quickly, as these are aspects of the sales process that are commonly automated. As well as this, they will be able to speak to sales reps more easily if those reps have more time on their hands.

Although some people worry that automation will remove the human element of sales, the fact is that it actually frees up your sales team to engage more often on a one-to-one basis with your customers. This will only improve the customer experience in your business, leading to better sales in the long term.

What is the difference between CRM and sales automation?

When it comes to streamlining and automating customer-facing processes, it can be easy to get confused between CRM and sales automation tools. This is especially true as some CRM tools also include sales automation features.

However, CRM is a more general approach to managing your interactions with customers, including their data, which is used by marketing and customer service departments as well as sales teams. This is unlike sales automation, which is only used to complete sales.

Here are the key differences between CRM and sales automation:

Integrating sales automation into a CRM

As we highlighted earlier, sales automation tools are often integrated into a CRM. This makes it much easier to feed accurate and up-to-date data into your sales automation platform, as the CRM will automate the entire process of data collection and management.

As well as this, many sales automation tools are part of a wider CRM platform. Integration in this way can be useful if you want to simplify your investment into sales automation, as it allows you to handle data management and sales automation on one platform.

Top sales automation use cases

If you’re still wondering if sales automation will be a useful solution for your company, you might want to consider some of the most widely seen practical examples. 

Here are the top sales automation use cases:

1. Lead nurturing

When it comes to sales, we all know that lead generation is crucial. Nurturing those leads is also pivotal—especially if you want to boost customer retention. Lead nurturing can be made easy and straightforward with sales automation.

With the right sales automation tool, you will automatically be sent a list of leads that are most in need of tailored messaging to convert them into loyal customers. Sales automation also allows you to automate email messages, meaning that nurturing those leads manually is no longer something that you have to worry about.

2. Personalization

Another important aspect of digital sales is personalization. More and more customers are expecting to receive personalized experiences when shopping online, meaning that it’s important to know how to craft unique customer journeys for each client.

While this might sound time-consuming and labor-intensive, sales automation offers an easy route to personalization. You can automatically select customer data and divide your audience into segments, which then receive automated content that is relevant to their demographic or interests.

3. Contact with customers

Gone are the days when sales reps would have to manually dial up numbers and cold call clients if they wanted to make a sale. Sales automation tools have thankfully made the process of contact with customers as simple as possible—they will identify leads that are most likely to make a purchase, while also assisting you when contacting them.

4. Logging customer details

Once you’ve made a sale, it’s important that this is logged in your CRM so that your business has accurate data for sales analysis. 

Sales automation tools are able to log this automatically, so that you don’t have to worry about recording customer details and can instead focus on delivering the best customer experience possible.

How does sales automation software help sales reps?

• Higher productivity: Sales reps will be able to spend more of their time closing deals and building customer relationships, rather than completing administrative tasks.

• Access to data: Sales automation tools give reps an overview of every customer’s purchase history and marketing success rates, allowing them to use this when closing deals.

How does sales automation software help sales managers?

• More effective teams: The main way in which sales managers benefit from sales automation tools is the fact that their teams will be more productive at work.

• Automated workflows: As a sales manager, you’re responsible for the overall workflow of everyone in your team. Sales automation makes these workflows as simple as possible.

How does sales automation software help sales leaders?

• Easier performance management: With sales automation, sales leaders can easily access data around sales. This makes it easier for leaders to monitor performance across a sales team.

• Access to coaching: This data can help leaders to recognize weaknesses that exist across a sales department, meaning that it is easier to provide relevant coaching for sales reps and managers.

How to choose sales automation software

When you’re choosing sales automation software, you shouldn’t just go for the first tool that you see.

Here are our three key steps for choosing the right sales automation tool for your business:

1. Set your goals

As we saw earlier, sales automation tools have a huge range of functions. That means you should always start by setting specific goals.

What do you want to achieve by using sales automation? How does this link to your company’s overall improvement plan? What KPIs will you use to measure success?

2. Research using your priorities

These goals will allow you to focus your research.

If you want to improve B2B sales, for instance, you should look for tools that are explicitly designed for B2B companies. Your priorities might also include details around pricing—make sure to include this in the search process.

3. Monitor and review

Setting goals at the start of the process will allow you to see if you’ve been successful. Once you’ve chosen a tool, measure its performance against your goals—if it isn’t performing well enough, you should find another tool. This is especially useful if you are using a free trial of the software.

What makes a great sales automation tool?

The perfect sales automation tool depends entirely on your specific business context. However, there are some common features in every great sales automation tool:

• Integration: You will want your software to easily integrate with your CRM and other data management options that your business already uses.

• Accuracy: When it comes to customer data, you expect this data to be accurate and up-to-date. Sales automation tools need to be accurate when they’re updating data.

• Links to marketing automation: The best sales automation tools have clear links to marketing tools. This means that work isn’t duplicated between sales and marketing teams, allowing both departments to benefit from automation.

The future of sales automation software

If you’re new to sales automation, it’s possible that the very idea of an automated sales workflow seems futuristic enough! However, sales automation is a quickly developing industry.

As is the case with most areas, AI is revolutionizing sales automation and it is already integrated into a range of different automation tools. Generative AI, for instance, can be used to produce automated email messages for customers.

Similarly, predictive AI is widely used to target leads that are most likely to make a purchase, according to their prior purchasing history. This means that AI can be used to refine your sales processes—it’s certainly the future of sales automation across the globe.

Embrace the benefits of sales automation software and close even more deals

It isn’t always easy being a sales rep. However, sales automation software has the ability to make life easier for sales teams in companies of any size and in any industry.

If you’re looking for a sales automation solution that offers the best features alongside a reasonable pricing structure, there aren’t many better options than Dealfront’s automated sales prospecting tool. 

This combines the best automated tools to provide comprehensive sales software for all companies,

So, what are you waiting for? Start boosting your sales productivity today with sales automation!

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