Sales Force Automation Software

Typically, Sales Force Automation is a capability of a variety of other G2 Software categories. See more below to select the

best Sales Force Automation Software.

Sales force automation software (SFA) is another name for customer relationship management customer relationship management (CRM) software. Sales force automation software provides a single location for a company to manage and track all sales interactions between their sales teams and customers. By creating a single workflow of records with sales force automation systems, companies can better manage all of their customer data. This allows them to make better-informed sales forecasting and decisions around all of their sales processes. Sales force automation software also ensures that anyone on a sales team can see past sales activity between people at their company and their customers or prospects. Sales force automation software integrates with many different categories of software, including software for Sales Platforms, Marketing Automation, Quote-to-Cash, and more.

Supercharge your sales process with Sales Hub, a powerful and easy-to-use sales CRM that includes sales engagement tools, configure-price-quote (CPQ) functionality, and robust

Top Sales Force Automation Software Result from CRM

Also listed in Sales Acceleration Platforms, Sales Platforms, Quote-to-Cash, Conversation Intelligence, Sales Engagement


MA
(Original )Information
“A Game Changer for Our Business”
What do you like best about HubSpot Sales Hub?

It was able to provide us a clear overview of our entire sales pipeline and sales cycle with different stages. It was easy to pull reports and have a clear vibility of different opportunities that different sales people were working on. Also if someone left the company or was on leave it was easy to see and pick up on clinet opportunities by looking through the email thread Review collected by and hosted on G2.com.

What do you dislike about HubSpot Sales Hub?

if we require more feqtures like automation, it comes with additional cost. It gets expensive too quickly Review collected by and hosted on G2.com.

What problems is HubSpot Sales Hub solving and how is that benefiting you?

It was easy for sales team to do email follow-ups through automated emails and sequences. It was easier to build better conversations due to tracking of email and how many times the emails are being opened as well as if the links on thye emails were cliecked. This gives good indication to the sales team whether the procpects are interedted in the products and servoces Review collected by and hosted on G2.com.

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Sell faster, smarter, and more efficiently with AI + Data + CRM. Boost productivity and grow in a whole new way with Sales Cloud.

Top Sales Force Automation Software Result from CRM

Also listed in Sales Planning, Business Scheduling, Sales Acceleration Platforms, Sales Platforms, Conversation Intelligence


Antonio H.
AH
“more than 10 years using Sales Cloud”
What do you like best about Salesforce Sales Cloud?

It is easy to use and the main items in a sales process are easily related (company, contact details, contacts, activities...). it is an agile solution so once that you need to open a tab, it is a quick process Review collected by and hosted on G2.com.

What do you dislike about Salesforce Sales Cloud?

Even the main aspects are easy to find, it may be complicated to find some pieces of info because it depends on the implementation that the company did.

There are aspect of the sales process that are not really into sales cloud as quoting and you may lost the feeling of working on the same platform once that you reach that point. Review collected by and hosted on G2.com.

What problems is Salesforce Sales Cloud solving and how is that benefiting you?

I have worked with Salesforce for over 10 years and it is the solution that allows me to track my sales activities. I register all the activities that I do with my partners in customers while I can keep working on the opportunities. From Salesforce, I track and create new pipeline and I manage the new leads coming from the marketing team. Review collected by and hosted on G2.com.

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Close

Close

(1,459)4.7 out of 5

Close

(1,459)4.7 out of 5

Close is an all-in-one sales CRM designed to increase sales productivity for sales teams. With built-in calling, email, SMS, and more, sales teams are able to close more deals

Top Sales Force Automation Software Result from CRM

Also listed in Customer Communications Management, SMS Marketing, Sales Engagement, AI Sales Assistant, Outbound Call Tracking


Damian G.
DG
“Best CRM Software”
What do you like best about Close?

What I appreciate most about Close is its intuitive, user-friendly interface that streamlines the sales process. The built-in communication tools—such as calling, SMS, and email—integrated directly into the platform, allow for seamless interaction with leads and clients without the need to switch between multiple applications. Additionally, the automation features, like email sequences and follow-up reminders, significantly reduce manual tasks, enabling me to focus more on closing deals. The robust reporting and analytics tools provide valuable insights into sales performance, helping to identify areas for improvement and track progress effectively. Review collected by and hosted on G2.com.

What do you dislike about Close?

While Close offers a robust set of features, there are a few areas that could be improved:

Pricing Structure: Some users find Close's pricing relatively high, especially for smaller businesses or startups. While it offers a robust feature set, the cost may be prohibitive for budget-conscious organizations. Review collected by and hosted on G2.com.

What problems is Close solving and how is that benefiting you?

Close addresses several key challenges in sales management, providing significant benefits:

-Automation of Repetitive Tasks: Features like email sequences and follow-up reminders automate routine tasks, reducing manual effort and allowing me to focus more on building relationships and closing deals.

-Effective Lead Management: Close offers robust lead tracking and customizable pipelines, enabling me to prioritize high-value opportunities and manage the sales process more effectively. Review collected by and hosted on G2.com.

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Differentiate your brand and drive business growth Go beyond email. Leverage a complete set of marketing tools (including email, web, social, and text) to meet your customers

Top Sales Force Automation Software Result from Marketing Automation

Also listed in Sales Platforms, Pop-Up Builder, SMS Marketing, Email Template Builder, E-Commerce Personalization


BS
(Original )Information
“The most scaleable CRM out there”
What do you like best about ActiveCampaign?

The deals feature is increibly intuative. We were able to roll AC out to our sales team who had stopped using any CRM 10 years prior. It was an easy trasition thanks to a beautiful interface, endless resources with the education center, and responsive customer support. ActiveCampaign is well suited to scale, too. It's small enough to be an easy on-ramp for a small company but can scale to any size. Review collected by and hosted on G2.com.

What do you dislike about ActiveCampaign?

I started on AC with a small company. I would have loved to get more included traning or personlized deals pipelines to help get the ball rolling. Integration was incredible easy, but I would have loved more help with getting started. Review collected by and hosted on G2.com.

What problems is ActiveCampaign solving and how is that benefiting you?

AC is helping us make sense of our data. Thousands of contacts are now being cared for intentionally thanks to this SaaS. Beyond that, however, it's given us insights to our customer's activities and helps us create beautiful emails. Review collected by and hosted on G2.com.

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ClickUp

ClickUp

(9,939)4.7 out of 5

ClickUp

(9,939)4.7 out of 5

ClickUp is one app to replace them all. It's the future of work. More than just task management - ClickUp offers docs, reminders, goals, calendars, and even an inbox. Fully cu

Top Sales Force Automation Software Result from Project Management

Also listed in Project Collaboration, Work Management, Visual Collaboration Platforms, Marketing Calendar, Business Instant Messaging


DK
“Intuitive Project Management Tool”
What do you like best about ClickUp?

ClickUp is an all-in-one project management tool with all the features needed for the entire Product Development in one place. The best-in-class customer support helps to solve all the issues on time. Integration with other platforms helps to attain the migration from other platforms so easier and the AI feature that can able to summarise and generate the task description which helps developers to understand more about the task. Review collected by and hosted on G2.com.

What do you dislike about ClickUp?

As all features are built-in, customers were flooded with features that affected the ease of use for customers and needed enough time to start using it. Review collected by and hosted on G2.com.

What problems is ClickUp solving and how is that benefiting you?

Currenlty we are using the different products for Product Develoment and planning, kanban board, Team Collaboration, Task Management. Where now click up brought all the features built in one place where all these things sync together and help the user to have better experience. New AI feature eases us many work which we usually do with other products. Review collected by and hosted on G2.com.

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CrmOne

CrmOne

(490)4.9 out of 5

CrmOne

(490)4.9 out of 5

CrmOne is a comprehensive customer relationship management (CRM) software designed to streamline business operations and enhance customer interactions. It offers a user-friend

Top Sales Force Automation Software Result from CRM

Also listed in Business Scheduling, Website Builder


AN
“All in One Hub for Management”
What do you like best about CrmOne?

CrmOne connects seamlessly with popular tools such as email and social media management tools, which makes it highly versatile. Even we can manage, schedule posts, and see post reaches from the same platform which makes it easy to manage each task. Review collected by and hosted on G2.com.

What do you dislike about CrmOne?

This can be expensive to set up and maintain, especially for small businesses but worth all the price as it has so many features which are customizeable and you can alter it according to your own needs. Review collected by and hosted on G2.com.

What problems is CrmOne solving and how is that benefiting you?

CrmOne connects seamlessly with popular tools such as email and social media management tools, which makes it highly versatile. Review collected by and hosted on G2.com.

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Capsule CRM

Capsule CRM

(353)4.7 out of 5

Capsule CRM

(353)4.7 out of 5

Use Capsule to keep track of people and companies you do business with, communications with them, opportunities in the pipeline, and what needs to be done when.

Top Sales Force Automation Software Result from CRM


Angela P.
AP
“Absolute Game Changer”
What do you like best about Capsule CRM?

We've been using Capsule for about 10 years now and it is so easy to implement and create your own system. It's not only a CRM, it's a work horse taking away so many day to day admin tasks through it's integration with other softwares that we use.

We use Capsule every day in our business and if we ever need to contact Customer Support they are very responsive and always helpful. They take on new ideas from us and always try to find a way to help us use the software in ways they hadn't thought of.

Absolutely love Capsule and how it is helping our business. Review collected by and hosted on G2.com.

What do you dislike about Capsule CRM?

There isn't anything I don't like about Capsule. I would love it if we could duplicate projects automatically, that would make our lives so much easier. Review collected by and hosted on G2.com.

What problems is Capsule CRM solving and how is that benefiting you?

We have used a lot of Practice Management Softwares, however, they never seem to quite hit the spot of integration that Capsule does. We have been able to reduce our software packages through using the integrations. Review collected by and hosted on G2.com.

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Kylas is an enterprise-grade Sales CRM that helps businesses scale with expertise. It is intuitive, quick to deploy, and comes with expert help.

Top Sales Force Automation Software Result from CRM


Shalini A.
SA
“Cost Effective & User friendly”
What do you like best about Kylas Sales CRM?

1) Cost Effectiveness

2) Interface is user friendly

3) Integration with a lot of marketplace.

4)Enhances team produtivity.

5) Makes Lead management a lot more easier.

6) Comes with a lot of features.

7) Customer support is excellent.

8) Implementaion timeline was really short. Review collected by and hosted on G2.com.

What do you dislike about Kylas Sales CRM?

1) It faces slight technical glitches sometimes. Review collected by and hosted on G2.com.

What problems is Kylas Sales CRM solving and how is that benefiting you?

In the past my organisation used to suffer a lot on lead management , which was a constraint to upscale the business. With implementation of Kylas I believe we will be able to grow our business a lot more easier and faster.

Furthermore, it has enhanced a lot of productivity of the team. Review collected by and hosted on G2.com.

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Instantly

Instantly

(3,286)4.9 out of 5

Instantly

(3,286)4.9 out of 5

Instantly Helps Automate Your B2B Email Outreach Forever.

Top Sales Force Automation Software Result from Sales Engagement

Also listed in Email Deliverability, AI Sales Assistant, Account Data Management, Lead Mining, Lead Intelligence


BP
(Original )Information
“It's just outstanding.”
What do you like best about Instantly?

From my point of view, Instantly stands out not only through their incredible services which massively help each person on their way to either build or scale their business, but also through immediate and really efficient customer support. Review collected by and hosted on G2.com.

What do you dislike about Instantly?

To be honest, I haven't found yet anything to dislike about Instantly. They've done their job so far. Review collected by and hosted on G2.com.

What problems is Instantly solving and how is that benefiting you?

The problems Instantly is solving for me is the mass outreach (the ability to send limitless emails) and that really helps my agency a lot by saving me time. In fact, I'll put it this way - what I used to do in days maybe weeks, I can now do in a day or two and that is just insane. Also, what Instantly is solving for me is that by coupling it with other platforms such as Make.com, my outreach is not just considerably more, but being able to personalize it for each lead, is truly helpful. And there Instantly comes in handy as it would take me a whole lot of time to send those emails manually and here with Instantly, I can just set up the campaigns and off I go. Review collected by and hosted on G2.com.

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Goals.com

Goals.com

(26)4.9 out of 5

Goals.com

(26)4.9 out of 5

Refreshingly simple, yet powerful in results, Goals.com drives sales performance through goal setting, tracking, incentives and so much more.

Top Sales Force Automation Software Result from Sales Performance Management

Also listed in CRM, Sales Gamification


LG
“Tremendous utility”
What do you like best about Goals.com?

Compared to my last position at a different company, I'm thankful we currently use this easy to adopt platform. Being new in the last few months, it's been easy for me to get used to the cadence and systems of the role. Review collected by and hosted on G2.com.

What do you dislike about Goals.com?

Redundancy in notifications. I almost always have the portal open, so I don't need the emails as much as maybe someone else would, but the info is clear and shared numerous ways. Review collected by and hosted on G2.com.

What problems is Goals.com solving and how is that benefiting you?

Keeping track of leads and opportunities with my sales team leader and the rest of our team. Review collected by and hosted on G2.com.

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Simple contact management software for small businesses

Top Sales Force Automation Software Result from CRM


NL
“Got it right First time !”
What do you like best about Less Annoying CRM?

It takes time to research the pros and cons of various CRMs, and there are countless options available. However, I firmly believe that the time spent finding the right one is an invaluable investment. When I read the story of Tyler, one of the founders of LACRM, I immediately knew that this was the company for me.

I was looking for something reasonably priced, simple to use, and free of unnecessary bells and whistles. I didn't need a CRM that could do everything; I wanted one that did a few crucial things exceptionally well. LACRM delivered exactly that.

The customer service they provide is exceptional—truly beyond 100%. I felt genuinely supported from the start. LACRM even arranged a courtesy call to help me with my setup, which I found incredibly helpful. Although the session was scheduled for 30 or 60 minutes, we finished everything in just 15 minutes, and I left that call with complete confidence. More importantly, I knew that if I had any questions in the future, there would be a real person on the other end of the phone who understood me right away.

I've also reached out via email a couple of times, and each time, I've received a prompt response. As a small business owner with limited time and budget, I wanted to make sure I made the right choice for my CRM on the first try—and I did. You can too. Review collected by and hosted on G2.com.

What do you dislike about Less Annoying CRM?

It doesn't sync with up with mailerlite, Review collected by and hosted on G2.com.

What problems is Less Annoying CRM solving and how is that benefiting you?

It's a cost efficient Customer Relation Mangerment tool, nothing complicated very straightforward and easy to use Review collected by and hosted on G2.com.

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Floww.ai

Floww.ai

(145)4.7 out of 5

Floww.ai

(145)4.7 out of 5

Top Sales Force Automation Software Result from CRM

Also listed in Lead Capture


Suresh B.
SB
“Versatile and Best UI”
What do you like best about Floww.ai?

In our team it's solving multiple usecases that are very important to us. And it's having great UI where our team members feel ease to use it.

Smart boards are very helpful. Review collected by and hosted on G2.com.

What do you dislike about Floww.ai?

Very rarely it is happening that due to server issues from others the workflows might run slowly but after 10 min it will get back to normal. Review collected by and hosted on G2.com.

What problems is Floww.ai solving and how is that benefiting you?

In my team we have involved multiple entities. With floww.ai we could able to get that entire flow smooth.

Custom records made entirely smooth entire our sales journey.

And also instant dashboards building very helpful. Review collected by and hosted on G2.com.

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Pipedrive

Pipedrive

(2,079)4.3 out of 5

Pipedrive

(2,079)4.3 out of 5

Pipedrive is a web-based sales CRM software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process so they can focus on se

Top Sales Force Automation Software Result from CRM

Also listed in Email Marketing, Sales Analytics, Sales Platforms, Sales Performance Management, Email Tracking


Jordan N.
JN
“Great Pipeline Visibility and Ease of Use, Just Missing a Quick Close Date Adjustment”
What do you like best about Pipedrive?

I like how easy it is to view your pipeline as a whole in different views. Grid view makes it wasy to see all deals with the the deal amount and what stage it is in. Forecasting view is great for seeing when you are anticipating closing and what your pipeline looks like for the future. Really love the ease of moving from one stage to another as well. Review collected by and hosted on G2.com.

What do you dislike about Pipedrive?

While the different views are nice, I wish there was en easier way to adjust the close date and also see what my projected close date is from the grid view. The only way to do this is the list view, which I don't use to often. Review collected by and hosted on G2.com.

What problems is Pipedrive solving and how is that benefiting you?

It makes it easy to see projections for future months and performance for past months. Benefitting me by helping me keep all my deals in one place. Review collected by and hosted on G2.com.

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Simple All-in-One Marketing Software. With awesome software tools backed by a dedicated support team to make every part of your marketing more effective.

Top Sales Force Automation Software Result from Marketing Automation

Also listed in Landing Page Builders, Online Form Builder, A/B Testing, Email Tracking, CRM


Natalia S.
NS
“A Game-Changer for Small Business Marketing!”
What do you like best about EngageBay All-in-One Suite?

I love how easy it is to use, especially the marketing automation tools, which have saved me so much time. The all-in-one suite covers everything I need, from email marketing to CRM management, and the interface is intuitive. The affordable pricing makes it a great option compared to other platforms with similar capabilities.

The ease of implementation is fantastic, and I was able to get up and running quickly without any major issues. The customer support team is always responsive and helpful, which is great when I have specific questions. The integration options make it simple to connect EngageBay with other tools I use. Review collected by and hosted on G2.com.

What do you dislike about EngageBay All-in-One Suite?

The mobile app could use some improvement in terms of functionality. Sometimes, I find myself limited when trying to manage workflows on the go, and a more comprehensive mobile interface would be a great addition. Review collected by and hosted on G2.com.

What problems is EngageBay All-in-One Suite solving and how is that benefiting you?

EngageBay helps me streamline my marketing efforts by integrating email marketing, CRM, and automation into a single platform. This saves me both time and money, as I no longer need multiple tools for different tasks. It’s helping me stay organized, nurture leads more effectively, and improve customer engagement, which has led to better conversions and overall growth in my business. The all-in-one suite also simplifies workflow automation, making my marketing efforts more efficient and scalable. Review collected by and hosted on G2.com.

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Connect with & convert new leads instantly via phone/text/email. Then create lasting relationships with our automated retention program!

Top Sales Force Automation Software Result from CRM

Also listed in Sales Engagement


ADRIAN R.
AR
“Great product and great team”
What do you like best about ClientTether.com?

Integrations to 3rd party software to fill the product needs Review collected by and hosted on G2.com.

What do you dislike about ClientTether.com?

It's a great product backed by a great time. No worse than it's competitors. Review collected by and hosted on G2.com.

What problems is ClientTether.com solving and how is that benefiting you?

sales enagagement Review collected by and hosted on G2.com.

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LocaliQ

LocaliQ

(1,016)4.5 out of 5

LocaliQ

(1,016)4.5 out of 5

Guided Marketing Solution for Small Business Owners

Top Sales Force Automation Software Result from Paid Search Advertising

Also listed in Cross-Channel Advertising, Video Advertising, Social Media Advertising, Display Advertising, SEO Tools


Christina L.
CL
(Original )Information
“Local Advertising Resource with Broad Reach”
What do you like best about LocaliQ?

You get the expertise of a large national organization with the focus of a smaller local agency.

They really partner with you to understand you needs and how best to deliver a campaign to accomplish your goals. Review collected by and hosted on G2.com.

What do you dislike about LocaliQ?

Because of the affiliation with USA Today, there was some restrictions on where we could advertise. It wasn't a big hurdle but I do remember a couple of places that were "nice to haves" not being available. Review collected by and hosted on G2.com.

Recommendations to others considering LocaliQ:

Really be transparent with your ReachLocal partner about your goals-they may have ideas that you don't on how to optimize your campaign.

They want to see it succeed. Review collected by and hosted on G2.com.

What problems is LocaliQ solving and how is that benefiting you?

We needed a targeted local digital advertising campaign that was cost effective and focused on our target. Reach Local, because of its affiliation with USA Today, had targeted local solutions with the experience & analysis of a large national network.

We were able to hyper focus and run a campaign based on our target demographic's interests and we drove a number of new customers into our grand opening.

It's a great tool for acquisition marketing. Review collected by and hosted on G2.com.

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Solid Performers CRM is one of the very few SAAS CRM Software which is capable of performing multiple functions which includes lead management, Lead Followup Management, Clien

Top Sales Force Automation Software Result from CRM


AD
“Excellent CRM Software for Sales Management”
What do you like best about Solid Performers CRM?

It is a very useful CRM software to manage all the leads, deals and pipeline. Review collected by and hosted on G2.com.

What do you dislike about Solid Performers CRM?

There are too many settings but most of them are needed one. Review collected by and hosted on G2.com.

What problems is Solid Performers CRM solving and how is that benefiting you?

Lead Management and deal management Review collected by and hosted on G2.com.

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Nutshell

Nutshell

(1,147)4.3 out of 5

Nutshell

(1,147)4.3 out of 5

Nutshell is CRM software that helps small-business sales reps win more deals.

Top Sales Force Automation Software Result from CRM

Also listed in Sales Platforms, Sales Engagement, Google Workspace for Sales, Sales Analytics, Email Marketing


Frank Z.
FZ
(Original )Information
“Been using Nutshell for our company for the last 14 years! Great solution”
What do you like best about Nutshell?

In 2010, we transitioned from an outdated CRM solution to Nutshell. Since then, their platform has undergone significant improvements. We particularly appreciate the seamless Google integration, which enables automatic email synchronization without the need for manual attachments. Additionally, the process design is highly user-friendly and efficient. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The current platform effectively addresses our requirements, and I can discern no significant drawbacks. We consistently utilize the application, and its functionality is exceptional. Furthermore, its seamless integration with Google Apps further enhances its usability. Review collected by and hosted on G2.com.

What problems is Nutshell solving and how is that benefiting you?

Nutshell addresses the challenge of effectively managing customer relationships and sales pipelines. By integrating communication, contact organization, sales activity tracking, and lead management into a centralized platform, Nutshell streamlines operations and enhances efficiency. This approach enables me to save time, reduce administrative burdens, and improve overall sales performance through enhanced visibility and insights into the sales process. By staying organized and prioritizing key tasks, Nutshell facilitates the nurturing of relationships and ultimately facilitates the closure of more deals with reduced effort. Review collected by and hosted on G2.com.

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VobeSoft

VobeSoft

(43)4.6 out of 5

VobeSoft

(43)4.6 out of 5

As a dynamic business software solution VobeSoft can be used for businesses of all sizes across various industries. Configure custom solutions for finance, agriculture, energy

Top Sales Force Automation Software Result from Workflow Management

Also listed in Client Portal, Other Analytics, CRM, Work Management


Verified User in Alternative Dispute Resolution
AA
“intuitive, adaptable, reliable and flexible”
What do you like best about VobeSoft?

Vobesoft works reliably and is incredibly flexible and customisable to your needs. Adapting databases is easy and can be done without the intervention of consultants. Review collected by and hosted on G2.com.

What do you dislike about VobeSoft?

There are no downsides that adversely affect Vobesoft's user experience Review collected by and hosted on G2.com.

What problems is VobeSoft solving and how is that benefiting you?

Linking data from different sources gives an insight that was not possible with other software. Review collected by and hosted on G2.com.

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Salesflare

Salesflare

(279)4.8 out of 5

Salesflare

(279)4.8 out of 5

Salesflare is the intelligent sales CRM that helps you sell more with less work.

Top Sales Force Automation Software Result from CRM

Also listed in Sales Engagement, Sales Platforms, Sales Analytics, Sales Performance Management, Email Tracking


Dominique S.
DS
“Reliable and Simple CRM”
What do you like best about Salesflare?

Salesflare's simplicity and ease of use are its strongest assets. It provides all the essential features needed for efficient team tracking without overwhelming users. The cost-effectiveness compared to other CRM solutions is a significant advantage, making it an excellent value for small to medium-sized businesses. Review collected by and hosted on G2.com.

What do you dislike about Salesflare?

While Salesflare has been a reliable tool for the past four years, the lack of new feature additions and UI updates during this period is somewhat disappointing. A refresh of the user interface and the introduction of new functionalities would greatly enhance the overall user experience and keep the product competitive in the evolving CRM market. Review collected by and hosted on G2.com.

What problems is Salesflare solving and how is that benefiting you?

Salesflare is effectively solving our CRM and Sales Analytics needs. It's benefiting us by providing a simple yet comprehensive platform for tracking our team's sales activities and analyzing our sales performance. This allows us to streamline our sales processes and make data-driven decisions. Review collected by and hosted on G2.com.

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