Top 20 sales automation tools to turn leads to gold

Sales automation tools are software that helps automate routine tasks in your sales process. These tasks range from managing your prospect lists and scheduling follow-ups to tracking sales interactions and analyzing sales projections.

The end goal for all sales automation solutions is to help you focus on closing deals faster and save time that is wasted on mundane and repetitive tasks.

Have you ever wanted a quick trick to finish your boring administrative work automatically? Would you like more time to build customer relationships and strategize your next big sales move?

That’s exactly what these sales automation tools can do for you! They take care of repetitive tasks behind the scenes while you smash your sales targets.

It's important to explore the different tools available to understand the breadth of sales automation. Sales automation tools come in various forms, each designed to streamline certain aspects of the sales process.

These tools enhance efficiency and productivity, from managing customer relationships and automating outreach to scheduling meetings and analyzing sales calls.

In the following sections, we'll delve into the types of sales automation tools, highlighting their functions and how they can revolutionize your sales strategy.

• CRM and Pipeline Management Tools
• Outreach Automation Tools
• Outbound Calling Automation Tools
• Lead Routing Automation tools
• Sales Call Transcription and Analysis Automation tools
• Direct Mail and Gifting Automation Tools
• Scheduling Automation Tools
• Custom Sales Workflow Automation Tools

Here’s a list of the top 20 sales automation tools. These tools span various categories, ensuring every aspect of your sales process is covered.

Whether you're looking to optimize your CRM, automate outbound calls, or personalize your outreach, there's a tool tailored to meet your needs. Explore our selection of expert tools and find the perfect solution to elevate your sales strategy and drive your business forward.

A robust CRM and pipeline management system are the silent sentinels of sales success, and they lie at the heart of every thriving sales operation.

These sales automation tools help businesses build lasting client relationships and track the journey from prospect to loyal customer in detail.

Kommo is one of the best sales automation tools. It is more than a messenger-based sales CRM; it's an all-in-one sales automation platform that scales as your business expands.

Kommo has many cutting-edge tools to help your business grow:

Chatbots: Kommo’s chatbots ensure you never miss a beat, answering questions day or night.

Lead generation made easy: Kommo makes generating new leads a breeze. Chat with, call, or email your customers—every conversation is a chance to grow, and Kommo keeps track of everything.

Set It & forget it: With Kommo, your daily tasks run themselves. From managing leads to sending out emails, Kommo takes care of the details so you can focus on the big picture.

Easy as pie: Getting started with Kommo is super easy. You're good to go with just a few clicks. And you’ll have free access to Kommo’s support channels!

Take Kommo anywhere: Whether at the office or on the move, Kommo’s mobile app means you’re always just a tap away from your business.

• Smart & easy automation: Automate data entry, lead assignment, and task setting with just a few clicks, helping your sales team focus on closing deals.
• Visual sales pipeline: Get a bird’s eye view of your sales process.
• Lead routing: Automatically assign leads to the right representatives for faster responses and efficient follow-ups.
• Unified inbox: Manage multiple conversations from different platforms in one inbox, streamlining communication.
• No-code salesbot: Create bots that greet clients, gather data, and nurture leads without writing a single line of code.
• All-in-one client profiles: See all the needed information about a customer in one place.
• Broadcasting: Automate messaging to specific groups, ensuring the right message reaches at the right time
• Insights galore: View custom reports to get all the necessary statistics.
• Integration with favorite apps: Integrate with popular chat platforms, enhancing your sales automation ecosystem.
• Mobile ready: Enjoy a full-powered CRM on your iOS and Android to stay productive on the go.

• Base Plan to Start Small: $15/user/month gets you started with all the basics.
• Advanced Plan to Grow Big: $25/user/month adds more automation for growing teams.
• Enterprise Plan to Go Pro: $45/user/month gives big businesses all they need.

HubSpot is known for its comprehensive and efficient approach to client management. It’s one of the best sales automation tools. HubSpot is known for its collaborative journey and redefining customer engagement.

Intuitive client interactions: With HubSpot, every interaction with your clients is designed to be intuitive, smooth, and deeply personal, shaping itself to fit the situation.

Master of integration: HubSpot integrates with many tools, including email tracking, lead monitoring, scheduling, and live chats. It is like a personal assistant who is as familiar with your clients as you are.

Connect easily: HubSpot seamlessly integrates with widely used email platforms such as Gmail, G Suite, Office 365, and Outlook, allowing you to concentrate on what’s important—cultivating and fortifying client bonds.

Inclusive Growth: Catering to businesses at every stage, from startups to established enterprises, HubSpot scales with you, offering unlimited users, data, and up to a million contacts.

• 360-degree customer view: Gain a complete understanding of your customer’s journey.
• Marketing automation: Craft campaigns that engage and lead to conversions.
• Sales pipeline management: Monitor deals from initiation to closure with precision.
• Customer service excellence: Address issues and exceed customer expectations with ease.
• Insightful reporting: Make decisions backed by extensive analytics.
• Complimentary CRM: Begin with a robust set of features at no cost.

• Starter Plan: From $15/month, perfect for small businesses.
• Professional Plan: From $800/month, tailored for growing enterprises.
• Enterprise Plan: From $3,600/month, ideal for large-scale operations.

Zoho has features that touch every part of your customer’s journey. It’s a front-line sales automation tool that serves many businesses and entrepreneurs.

Smooth sailing integration: Zoho CRM blends sales automation, contact management, and customer engagement into one seamless experience.

Connect with ease: With Zoho CRM, every chat with your clients feels natural and personal. It works with popular email services and has a handy mobile app to stay connected anywhere.

One size fits all: Zoho CRM has something for everyone, whether you’re just starting or running a big company. It’s designed to fit your business perfectly, no matter the size.

• Know your customers inside out: Get a 360-degree view of customer interactions.
• Use smart lead scoring: Let AI prioritize your leads so you can focus on the hot ones.
• Keep your sales in line: Manage your sales pipeline with total clarity.
• View reports that matter: Make smart decisions with detailed, customizable reports.

• Freebie: Start with the basics for absolutely nothing.
• Standard: Small business friendly at $14/user/month.
• Professional: Perfect for growing your customer base at $23/user/month.
• Enterprise: Manage your global customers like a boss at $40/user/month.
• Ultimate: Go big with dedicated BI tools at $52/user/month.

Outreach sales automation tools revolutionize how businesses connect with potential leads and customers.

These tools streamline communication and engagement and optimize sales processes by automating personalized messages and follow-ups across multiple channels.

They’re the game-changers in lead generation, saving time and boosting conversions for companies of all sizes.

SalesLoft is designed to elevate your sales process. It’s not just a tool; it’s your partner in driving revenue growth and creating meaningful customer interactions.

With Salesloft, you can expect a seamless blend of advanced features catering to every aspect of the sales cycle.

AI-Driven efficiency: Salessoft’s AI-powered platform guides your go-to-market teams precisely, ensuring the right actions are taken to appeal to customers and maximize revenue.

Comprehensive engagement: From prospecting to deal closure, Salessoft offers a suite of tools, including email tracking, lead scoring, and pipeline management, all within a user-friendly interface.

Predictive analytics: With Salessoft, harness the power of predictive analytics to focus on the most promising leads and opportunities, ensuring a more efficient sales process.

Collaborative platform: Salessoft is built for collaboration, allowing teams to work seamlessly in the office or remotely.

Customer-centric approach: Salessoft's core is a commitment to understanding and responding to customer needs, fostering trust and long-term relationships.

• Sales email engine: A powerful tool to manage and automate your sales emails.
• Cadence scheduling: Helps you create and maintain a sequence of touchpoints with your prospects.
• Integrated dialer: Allows you to make calls directly within the platform, ensuring seamless communication.
• User administration: Provides control over user access and permissions within your team.
• Salesforce integration: Ensures that Salesloft works harmoniously with Salesforce, syncing data for a unified sales approach.

Salesloft offers three packages designed to cater to the diverse needs of sales teams. While specific pricing details are not publicly disclosed, Salesloft encourages potential customers to book a demo and explore the plans to find the best fit for their organization.

Package options:

• Essentials: Ideal for sales teams focused on sustaining and scaling their pipeline and teams. Features include Prospect Engagement, Rep Coaching & Insights, and a trial offer for Conversation Intelligence.
• Advanced: Suited for revenue teams aiming to build pipelines and increase revenue. This package builds upon the Essentials with additional features like Opportunity Management.
• Premier: Designed for organizations seeking to boost revenue and drive predictability. It includes all features of the Advanced package, plus Forecasting & Revenue Management.

Outreach is a comprehensive B2B sales execution platform that caters to the needs of sales development reps, account executives, and sales managers. It harnesses the power of AI to enhance sales strategies and outcomes, making it one of the best sales automation tools.

AI-powered selling: Outreach’s AI capabilities extend to sentiment analysis, deal closure predictions, and job classification, offering a strategic edge in identifying high-potential leads and rescuing deals that may be at risk.

Sales sequence automation: The platform’s robust sales sequences enable you to automate and personalize your outbound email campaigns, ensuring consistent follow-ups and engagement.

• Sentiment & Win/Loss analysis: Leverage AI to gauge interaction sentiment and predict deal outcomes.
• Job categorization: Identify key decision-makers and stakeholders efficiently.
• Automated sales sequences: Streamline outreach and follow-up processes with high-powered automation.

Outreach’s pricing details are not publicly listed; however, interested parties can contact their sales team for tailored pricing information.

Outreach charges a per-user fee encompassing all roles within your sales and customer-facing teams, including frontline staff, managers, and leadership.

Lavender.ai is an innovative AI-powered email assistant that revolutionizes email writing. It harnesses the power of generative AI, social data, and productivity tools to help users craft compelling emails quickly and efficiently.

Hyper-personalization: Lavender.ai stands out by sending hyper-personalizing outreach emails to customers. It analyzes your emails against a database of over 100 million cold emails to provide personalized suggestions and inline recommendations, ensuring your emails hit the mark every time.

• Best practices benchmarking: Lavender.ai evaluates your emails against proven best practices, offering insights to elevate your email game.
• Tailored email creation: It helps compose emails that resonate with each recipient, boosting engagement and response rates.
• Inline recommendations: Get real-time suggestions to refine your emails for clarity and impact.
• Seamless integration: Works effortlessly with email providers like Gmail, Outlook, and HubSpot, streamlining your workflow.

• Basic Plan: Enjoy the core features at no cost with the Free plan.
• Starter Plan: Priced at $29 per user/month, perfect for individuals or small teams.
• Scale Plan: At $49 per user/month, this plan is ideal for growing businesses.
• Enterprise Plan: The Enterprise plan offers comprehensive features for large organizations at $69 per user/month.

Outbound calling tools, or sales automation tools, are revolutionizing sales and customer service. These tools automate making calls to customers or prospects, streamlining tasks such as sales outreach, setting appointments, and doing market research.

By using advanced algorithms and AI, they increase efficiency, reduce manual effort, and enhance the overall productivity of call center operations.

Whether it’s through intelligent cloud based call routing, predictive dialing, or automated follow-ups, these tools are essential for any business looking to optimize its outbound communication strategies. Here are some of the available outbound calling tools.

Orum is an AI-powered Live Conversation Platform that increases sales activities, connects teams and drives more revenue. The sales engine propels you to the top, offering a suite of products for coaching, analytics, and much more.

• Dialer: Save time with automated dialing and focus on building direct relationships with prospects.
• Salesfloor: Experience the energy of a high-powered sales floor with Orum’s Salesfloor feature.
• Analytics: Use advanced insights to identify coaching opportunities and unlock your team’s full potential.
• Security: Trust in Orum’s commitment to data protection and privacy through robust infrastructure and governance.
• Integrations: Sync Orum with Salesforce, Salesloft, HubSpot, Outreach, and more to get all your tools working in unison.

Orum offers flexible packages with unlimited dialing, analytics, and reporting. For detailed pricing, request a demo or contact their sales team.

Nooks is an outbound call automation tool designed to boost sales team performance. Integrating artificial intelligence (AI), Nooks increases sales representatives' productivity through features like AI-powered parallel dialing and a dynamic virtual sales floor.

Prospecting Superpowers on Speed Dial: Nooks isn’t just a dialer—it’s your co-pilot for calls. With Nooks, you can boost your sales pipeline using their AI dialing platform.

Be the Expert on Every Call: Nooks instantly provides hours of pre-call research, ensuring you’re always prepared. Detailed notes are automatically taken on your calls' most important objections, value propositions, and milestones.

AI Coaching & Analytics: With Nooks, you can use analytics to answer crucial questions without listening to hours of recordings. It analyzes your call transcripts to provide actionable insights.

Virtual Salesfloor: Nooks' virtual environment brings back the energy of a high-powered sales floor. Listen to your team’s calls, provide live coaching, and build a high-energy culture celebrating wins and learning from losses.

• AI Battlecards: Equip yourself with AI-generated insights to tackle every call confidently.
• LinkedIn Integration: Connect seamlessly with LinkedIn for enriched social data.
• Account notes & Strategy: Keep strategic notes and account details at your fingertips.
• Smart Lists & Hot Numbers: Prioritize your calls with intelligently sorted lists and numbers.
• Auto Voicemail Drop: Save time with automated voicemail messages.
• AI Summaries & Spam Removal: Get concise summaries of calls and keep your list clean of spam numbers.

Nooks offers flexible growth and enterprise packages with dialer, sales floor, analytics, and reporting features. For detailed pricing, book a demo or contact the sales team.

Lead routing automation tools, also known as lead distribution software, are sales automation tools that streamline the assignment of leads to sales reps. These tools are necessary for leads to be distributed on a first-come, first-served basis, risking inefficiency and mismanagement.

These tools ensure that leads are routed effectively, paired with the most suitable sales representatives, and acted upon promptly.

Whether it’s instant lead qualification, industry-specific matching, or real-time scheduling, lead routing tools empower sales forces to optimize outreach.

Chili Piper is a platform that helps increase inbound conversions. It’s designed to qualify, route, and schedule leads from any source, such as your web form, cold calls, campaigns, or G2 page.

Trusted by high-growth teams: Chili Piper is trusted by over 45,000 customers and is the platform that fuels high-growth revenue teams. It’s praised for fixing leaky funnels and providing a unique customer experience.

Customer success stories: Customers have seen a 50% lift in inbound meetings booked and a 300% increase in revenue after implementing Chili Piper. Others have reported a 15% increase in revenue just by optimizing their inbound process.

• Seamless lead management with concierge: Instantly qualify, route, and book inbound leads with our intuitive Concierge service, ensuring no opportunity slips.
• Instant booker for on-the-go scheduling: With our one-click Instant Booker, you can effortlessly schedule meetings from any location, streamlining the path from a lead to a deal.
• CRM synchronization made simple: Chili Piper seamlessly automates lead assignments, meeting routing, and CRM synchronization, creating a cohesive sales ecosystem.
• Collaborative team features: Empower your team with the ability to add multiple users, manage upcoming meetings via a shared calendar, and send timely reminders through email or SMS to ensure high engagement.
• Intelligent lead distribution: Our platform collects and assigns leads through web forms, distributing them according to region, ownership, or custom rules and maximizing the potential of every inquiry.
• Robust integrations for a unified workflow: Chili Piper boasts extensive integrations with leading applications like Salesforce, Twilio, Zapier, Serenova, FrontSpin, HubSpot, Gmail, and Intercom, creating a harmonious tech stack.
• Flexible pricing and dedicated support: Choose from our flexible monthly or annual subscription plans tailored to your business needs. Experience peace of mind with our comprehensive live chat support, extensive documentation, and online resources.

• Instant booker: At $15 per user/month, this tool provides booking links for revenue reps' email & SMS reminders and integrates with Salesforce, Hubspot, and more.
• Handoff: Priced at $25 per user/month, Handoff includes everything in Instant Booker, advanced routing, and CRM-based round-robin rules1.
• Form concierge: Starting at $30 per user/month plus a platform fee ranging from $150 to $1000, Concierge Live offers real-time lead qualification and meeting schedules from any web form.
• Distro: For $30 per user/month, Distro provides automated Salesforce routing & assignment, real-time lead qualification, and management of service-level agreements.

LeadData equips business leaders with a fully integrated solution to thrive in modern B2B selling.

Whether you’re a small business or a large enterprise, LeanData streamlines your revenue processes, eliminates data pain points, and accelerates time to revenue.

• Matching and routing: Matches leads to their accounts and routes leads based on a business's pre-described rules. Prioritizes records, converts leads, and manages data efficiently.
• Data management: Matches and merges duplicates, processes one-time jobs, and handles real-time and batch processing. Cleans up Salesforce data with deduplication and data cleansing.
• Alerts and notifications: Receives alerts via email, Microsoft Teams, or Slack. Tracks and enforces SLAs (Service Level Agreements).
• Integrations: It seamlessly integrates with sales engagement tools, intelligence platforms, and more. Enhance your workflow with integrations like Kronologic, Outreach, 6sense, Clearbit, and Sendoso.

LeanData is trusted by over 1,000 world-class customers, simplifying their buyer journeys and driving revenue growth.

• Replace brittle assignment rules, custom code, and manual processes.
• Standard Lead object: $39 per user license/month.
• Advanced Lead, contact, and account objects: $49 per user license/month.
• Premium (Any Salesforce object): Automate plays across lines of business, geographies, and teams: $59 per user license/month.
• Enterprise (Any Salesforce object): Ideal for sizable organizations with multifaceted go-to-market plays or complex Salesforce environments. Includes dedicated support for both sandbox and production environments (custom packages).

Freshworks offers innovative software solutions designed to streamline business processes. As a leader in modern SaaS (Software as a Service), Freshworks provides powerful tools that address various business needs.

Let’s dive into how Freshworks can supercharge your lead routing automation:

• Freshdesk: Freshdesk is an advanced ticketing system that supports web, email, and social channels. It ensures personalized and efficient customer support, making it an essential part of your lead management process.
• Freshservice: Freshservice is an intuitive, fully integrated IT service management platform that automates IT processes such as lead routing and assignments.
• Freshchat: Freshchat enables conversational support and self-service across digital channels. Engage with leads seamlessly, whether they reach out via chat, email, or other communication channels.
• Customer service suite: The Freshworks Customer Service Suite combines Freshdesk, Freshchat, and other tools. It’s supercharged with generative AI, allowing you to automate lead routing, prioritize inquiries, and enhance customer interactions.
• Freshsales: Freshsales helps you sell smarter and close deals faster. Its AI capabilities assist with lead scoring, routing, and follow-ups, ensuring your sales team focuses on high-potential leads.
• Freshmarketer: Freshmarketer is designed for e-commerce businesses. It allows you to attract, engage, and nurture leads through the channels they love. It also automates lead tracking, segmentation, and personalized communication.

Freshworks offers a range of pricing plans to suit businesses of all sizes:

• Free: Start with essential CRM features at no cost.
• Growth: Access advanced CRM capabilities for $15 per user/month.
• Pro: At $39 per user/month, unlock deeper customization and automation.
• Enterprise: For $59 per user/month, get the most comprehensive suite of CRM tools and features.

Sales Call Transcription and Analysis Automation tools are more sales automation tools. They revolutionize how businesses interact with customers. These tools provide invaluable insights into customer needs, preferences, and behaviors by converting sales calls into text and analyzing that data.

They enable sales teams to refine their strategies and personalize their outreach to close more deals more efficiently.

Whether identifying key talking points, gauging customer sentiment, or tracking performance metrics, these tools are essential for any data-driven sales organization looking to gain a competitive edge.

Chorus.ai by ZoomInfo is a conversation intelligence platform that captures and analyzes business conversations to enhance sales performance.

It’s a complex and powerful tool that utilizes advanced AI to provide actionable insights, helping businesses improve their sales strategies and customer interactions.

• Real-time conversation analysis: A real-time analysis of sales calls enables representatives to adjust strategies during conversations.
• Advanced AI insights: Provides deep insights into conversation patterns, sentiment, and buyer signals to understand customer needs better.
• Integration with ZoomInfo’s Database: Benefits from integration with one of the largest B2B databases, enriching lead qualification and customer understanding.
• Coaching and training tools: This includes comprehensive tools and analytics for effective sales team training, using real examples from recorded calls.
• Deal execution features: Assists deal execution by tracking commitment phrases and next steps mentioned during calls.

Chorus.ai’s pricing structure is not publicly disclosed, but based on shared user experiences, the pricing is as follows:

Base Package- Flat Fee: $8,000 per year, which includes 3 user seats.

Additional Seats: $1,200 per seat per year.

Example Calculation for a Team of 15:

• Flat Fee: $8,000 per year.
• Extra User Fee: 12 additional seats at $1,200 each equals $14,400.
• Total Annual Cost: $8,000 (flat fee) + $14,400 (extra seats) = $22,400 annually.

Gong.io’s Call Spotlight feature is a transformative tool in Sales Call Transcription and Analysis Automation. It’s designed to elevate your revenue team’s productivity and effectiveness by harnessing the power of secure, generative AI.

AI-powered precision: Gong.io’s AI analyzes over 300 unique signals to forecast deal outcomes with 20% greater precision than traditional CRM-data algorithms.

Deal prioritization: Use AI-generated Deal Likelihood Scores to focus on high-impact opportunities, enhance manager oversight, and elevate sales performance.

Conversation intelligence: Harness critical insights from a vast array of customer interactions to inform pivotal revenue decisions

• AI-enhanced transcriptions: Gong.io provides accurate call transcriptions, capturing every detail of customer conversations.
• Insightful analysis: Dive into AI-generated insights, such as customer pain points, outcomes, and next steps, directly from your calls.
• Time-saving summaries: Save up to 80% of the call time with concise outlines and highlights, allowing reps to quickly catch up on previous conversations.
• CRM integration: Important call highlights are automatically pushed to your CRM, saving time on manual data entry.
• Interactive interface: Managers can use quick-start prompts or custom questions to ensure crucial topics are covered during calls.

Gong’s pricing details are not publicly available. They encourage customers to contact their team for a personalized demo and pricing quote for your business.

• Seat edition: Choose a license edition with features that align with your team’s needs.
• Optional products: Expand Gong’s platform capabilities with additional products for enhanced insights.
• Platform subscription: A fixed annual subscription includes unlimited collaborators, data storage, export, CSM resources, support, and more.

From personalized campaigns to real-time tracking, with direct mail and gifting automation tools to enhance customer engagement, you can boost conversions and create lasting impressions. Direct mail & gifting automation tools bridge the tangible and the digital.

In this section, we explore how these innovative solutions seamlessly blend the timeless appeal of direct mail with the precision and scalability of CRM and marketing automation platforms.

Reachdesk enables you to unlock the power of personalized gifting at a large scale. Whether you’re nurturing prospects, appeasing customers, or rewarding valued employees, Reachdesk empowers you to create exceptional moments that matter.

• Hyper-Personalized Gifting: Reachdesk goes beyond generic gifts. It enables you to send the right gift at the right time and with a custom message to anyone, anywhere. AI-powered personalization ensures your gestures resonate deeply with recipients.
• Global Reach: With Reachdesk, you can deliver moments that matter globally. Ship to over 170 countries through our extensive network of warehouses and local vendors. From New York to Tokyo, your thoughtful gifts transcend borders.
• Data-Driven Strategies: Say goodbye to gifting guesswork. Reachdesk Insights provides real-time tracking and optimization of your gifting strategy. You can easily measure the ROI of inbound and outbound, new and expanding businesses, and renewals.
• Brand Guarantees: We stand by our commitment to your success. Reachdesk offers brand guarantees, including an ROI guarantee, ensuring measurable results from your gifting efforts.
• Allbound Engagement Platform: Seamlessly engage with prospects and clients through gifting, direct mail, virtual experiences, and events. Identify perfect moments for personalized gifts and elevate your go-to-market strategy.

Reachdesk’s pricing details are not publicly available. Customers can contact the team for a personalized demo and pricing quote for their business.

Sendoso is a trailblazer in virtual sending platforms, operating from its San Francisco headquarters with a mission to cultivate customer relationships through direct mail and personalized gifts.

This innovative platform is not confined by borders, with an additional headquarters in the UK and Australia to serve a global clientele.

• Remote Gifting & Field Marketing: Sendoso offers remote gifting and field marketing features, ensuring your brand’s presence is felt even afar.
• Privacy-Conscious Direct Mail: During the COVID-19 pandemic, Sendoso demonstrated its commitment to privacy by sending address confirmation emails without storing personal information in the CRM system.
• Diverse Gifting Options: Sendoso offers a wide selection of gift cards and physical gifts, including customized branded merchandise, allowing clients to personalize their gifting experience.
• Efficient Delivery Services: Renowned for its exceptional customer experience, Sendoso ensures timely and efficient gift delivery, adapting to the needs of the pandemic and beyond.

Sendoso offers a variety of plans to suit different business needs:

• Essential Plan: Ideal for small businesses looking to make a big impact.
• Plus Plan: Equipped with sophisticated features for empowering multiple teams.
• Pro Plan: Designed for businesses aiming to expand their global reach with premium fulfillment solutions.
• Enterprise Plan: A fully customizable enterprise plan offering access to the global Sendoso fulfillment network and dedicated campaign support.
• Express Plan: This is a pay-as-you-go eGift card program with no subscription, membership, or fees, perfect for making an impression with no strings attached.

Efficient scheduling is crucial for maintaining productivity and ensuring seamless collaboration. Scheduling automation, also part of sales automation tools has revolutionized how we manage appointments, meetings, and tasks.

This section will explore the top scheduling automation tools and features. Whether you’re a small team or a large enterprise, these tools offer a set-and-forget approach, allowing you to focus on what truly matters: achieving your goals and building meaningful connections.

Calendly is transforming how we schedule meetings, offering a streamlined solution for those seeking to escape the chaos of coordinating calendars.

It’s an important tool in automating the entire meeting lifecycle, favored by individuals and organizations for its efficiency and user-friendly approach.

• Automated Reminders & Follow-Ups: Calendly acts as your scheduling assistant, sending out timely reminders and follow-ups to ensure high attendance rates without hassle.
• Lead Qualification & Smart Routing: Calendly's intelligent integration with CRM systems like HubSpot and Salesforce ensures leads are directed to the appropriate team members, keeping your sales pipeline flowing smoothly.
• Intelligent Timezone Detection: Say goodbye to timezone troubles. Calendly automatically detects your invitee’s timezone, ensuring everyone is on the same page and eliminating the risk of scheduling mishaps.

• Freemium Version: Access core features without any cost.
• Paid Plans: Calendly offers advanced features to cater to your scheduling needs, starting at $10/user/month when billed annually.

Doodle simplifies the scheduling process for businesses of all sizes, offering a cloud-based platform that streamlines the coordination of meetings and appointments. It’s a versatile tool that caters to the dynamic scheduling needs of modern enterprises.

• Access Invitations & Calendar Management: Manage your calendar and easily send out invitations.
• Notifications & Reminders: Keep track of your meetings with timely notifications and reminders.
• Customization: Customize meeting requests and manage participant availability to suit your needs.
• Mobile Apps: Track polls and receive notifications on the go with Doodle’s mobile applications.
• Branding & Administration Tools: Customize your scheduling experience with custom branding and sub-domain management.
• Integration: Seamlessly integrates with Slack, Calendar, and other tools to enhance workflow.

• Free Version: Doodle’s free version offers basic scheduling features, ideal for individual users.
• Pro Plan: At $6.95 per user/month, billed annually, this plan is perfect for professionals seeking advanced scheduling capabilities.
• Team Plan: Designed for small teams, priced at $8.95 per user/month, billed annually, offering additional collaborative features.
• Enterprise Plan: Custom pricing is available for larger teams and corporations, providing a tailored solution for enterprise-level scheduling needs.

Custom sales workflow automation tools are a game-changer for sales teams striving for efficiency and effectiveness. These tools are designed to streamline the sales process by automating repetitive tasks.

By implementing custom automation in your sales workflow, you can expect a significant reduction in manual data entry, improved lead management, and timely engagement with prospects.

Let’s explore some innovative sales workflow automation tools that can transform your sales strategy and drive your business toward unprecedented growth.

Zapier is one of the top sales automation tools that transform how businesses approach their workflows. With its user-friendly platform, Zapier simplifies complex processes, enabling users to create a seamless flow of tasks across various applications without coding expertise.

It serves as a virtual conduit, connecting disparate apps to work harmoniously.

Zapier is the perfect ally for individuals and companies lacking a dedicated development team. It empowers users to automate workflows, making it invaluable for anyone seeking efficiency without the complexity of coding.

• App Integration: Zapier’s robust platform allows seamless connections between different apps, automating tasks to enhance productivity.
• Trigger Events and Actions: It automates actions in one app in response to triggers in another, ensuring a responsive workflow.
• Unlimited Multi-Step Zaps: Users can create intricate, multi-step workflows that operate across multiple apps, catering to complex business needs.
• Data Privacy: With a commitment to user privacy, Zapier adheres to short-term data retention policies.
• Zapier Paths: The platform offers conditional workflows, known as Zapier Paths, which adapt based on specific trigger details.

Zapier has earned a stellar reputation, with a 4.5 out of 5 stars rating on G2. Users celebrate its cost-saving benefits and exposure to a wide range of tools, even as they navigate the complexities of more intricate setups.

Zapier’s pricing is designed to be accessible. It starts with a Starter plan at $29.99/month for 750 tasks. This plan is a cost-effective alternative to custom script development, though users should be mindful of task limits to avoid unexpected charges.

Salesmate is a sales workflow automation tool for multiple teams within your organization. Whether you’re in sales, marketing, or customer service, it offers built-in tools that streamline processes, eliminate the need for costly integrations, and empower customization levels.

Modern CRM for Every Front-Line: Team Salesmate is a beautiful, ready-to-use CRM that your team will love. Its infinitely flexible design allows you to tailor it to your unique business processes.

• Customization: Create your modules, fields, pipelines, dashboards, and more. Craft the perfect CRM that aligns with your business needs.
• Organization: Organize contacts, accounts, and deals using views, filters, and lists. Provide context and clarity to your team for better performance.
• Intuitive UI: Salesmate’s user-friendly interface, shortcuts, and drag-and-drop layouts ensure a seamless experience.
• Drip Campaigns: Automate email sequences to nurture leads effectively.
• Lead Scoring: Identify high-potential leads automatically.
• Onboarding Journey: Streamline new customer onboarding with automated processes.
• Email Campaigns: Send beautiful, targeted emails without a separate marketing tool.
• Sandy AI: Meet your co-pilot for sales reps. Sandy schedules meetings, drafts emails, adds notes, and lots more.
• Unified Inbox: Manage real-time conversations across live chat, social media, and texts.
• Smart Insights: Gain actionable intelligence without manual data digging.
• Mobile and Gmail Integration: Work seamlessly from anywhere.

Salesmate offers a variety of pricing plans tailored to fit the needs and scale of any business, from small startups to large enterprises. Here’s a breakdown of their current pricing structure:

• Basic Plan: $23 per user/month when billed annually, or $29 per user/month when billed monthly.
• Pro Plan: $39 per user/month when billed annually or $49 per user/month when billed monthly.
• Business Plan: $63 per user/month when billed annually or $79 per user/month when billed monthly.

Kissflow is a low-code application development platform that bridges the gap between business users and IT, streamlining work management and significantly accelerating the digital transformation journey.

It is the only low-code platform crafted for multiple personas, offering simplicity and robust features. Trusted by brands in over 160 countries, Kissflow empowers organizations to build custom multifunctional apps tailored to their unique needs.

It’s a one-stop solution for process automation, issue tracking, and project management, enabling businesses to operate with unprecedented agility and precision.

• Purchase Order Management: Streamline your procurement process with efficient order management.
• Payment-Process Approvals: Ensure financial controls with systematic payment approvals.
• Purchase-Requisition Workflow: Automate requisitions to enhance procurement efficiency.
• App Integration: Seamlessly connect with Google Apps and other cloud-based applications through robust APIs.
• Analytics: Monitor process performance, track KPIs, and generate insightful reports to make data-driven decisions.
• Employee Onboarding: Simplify the onboarding experience for new hires.
• Vacation Requests: Manage leave applications with ease.
• Purchase Requests and Travel Reimbursement: Automate and manage financial requests and settlements efficiently.
• Mobile Accessibility: With native mobile applications for both Android and iOS devices, Kissflow ensures you can manage your workflows and stay connected, no matter where you are.

Kissflow is available for purchase on a per-user basis. Users can choose between annual or monthly billing, accommodating businesses' diverse needs and scales.

Kissflow basic plan starts at $1500/month, and the Enterprize plan is flexible with custom pricing.

Kommo CRM is an exemplary sales automation tool. It offers a complete solution of analytics and automation features to transform raw data into actionable insights. With Kommo, businesses can use the power of CRM data to drive performance and increase conversions.

Our journey through the world of sales automation tools is ending. 🚀 In this blog, we’ve explored various tools revolutionizing the sales landscape.

Remember, the right tool can make all the difference. Equip yourself with Kommo, where business meets simplicity and sophistication.

Happy selling! 🌟👔📊