8 Best Sales Automation Software in 2025

By the time a client reaches the sales stage, you’ve likely already invested a lot to get them there. When they suddenly back out, it can be tough to pinpoint exactly what went wrong.

Sales automation software can fix this, effectively nurturing leads and helping you seal the deal. Automation contributes to a 14.2% rise in sales productivity, as well as a 12.2% drop in marketing expenses.

Here are some of the benefits you can expect from sales automation:

• Shorter sales cycle: By streamlining repetitive sales tasks, improving lead management, and enhancing communication through things like email templates, automation allows sales reps to focus on high-priority activities. 

• Improved data accuracy: Automation reduces the risk of discrepancies and human error, so you can ensure the accuracy of your data. 

• Increased sales: Automation gives sales reps back more time to focus on building relationships with clients and closing deals. 

• Refined employee onboarding: Disjointed onboarding processes make it difficult for new hires to get up to speed. When you automate your sales workflows, the learning curve is less steep for new employees since the tools and strategies used are the same across the board.

• Higher customer retention: Many sales automation tools can connect to customer relationship management (CRM) systems that provide insight into the needs of your audience. This data makes it easier to build brand loyalty and upsell or cross-sell different product packages or services. 

• Elevated employee retention: When you automate manual tasks, you’re eliminating the worst part of your sales reps’ job. This will incentivize your employees to stick around while letting them focus on what they do best—closing deals.
• Enriched customer experience: Nowadays, consumers expect fast and efficient services. Sales automation software delivers the sales collateral prospects need to make a decision, plus quotes and proposals to swiftly to move negotiations forward.

Key Features of Sales Automation Tools

With many sales automation tools on the market, it can be difficult to determine which is right for you. We recommend narrowing down your options by identifying must-have features that will move the needle on your sales efforts. 

Here’s a visual representation of key sales-ready automation features:

Best Sales Automation Tools

Once you’ve nailed down your non-negotiables, compare your list of preferred features to the available software options.We’ve made it easy by providing a roundup of the most popular sales and call center automation tools along with their features and benefits. Keep reading to find your perfect fit!

1. CloudTalk

CloudTalk is an integrated AI business calling software with features designed to boost efficiency and drive results. It lets you respond to every lead and customer according to their individual needs, enhancing responsiveness and conversion rates. 

With unique features like the Power Dialer and Smart Dialer, your sales team can maximize their outreach efforts by automating call sequences and targeting high-quality leads. Automated Call Routing matches every lead to the right sales rep. Real-Time Call Analytics provides you with a Real-Time Dashboard of actionable insights that allow you to fine-tune your sales strategies and improve call center performance.

These unique selling points make CloudTalk a strong contender for sales teams looking to optimize workflows and improve customer interactions through AI-driven features like Sentiment Analysis.

Sales teams can benefit from CloudTalk’s unique features by engaging prospects through multi-channel communication, categorizing leads for better prioritization, and setting up reminders to follow up with prospects.

Here’s a detailed look at some of CloudTalk’s standout features:

Key Features:

• Automated Call Routing: Directs inbound calls to the most appropriate sales representative based on criteria like caller profile and time of day, improving lead handling efficiency.
• Power Dialer: Automatically dials through a list of leads, reducing idle time and increasing outbound call volume for sales teams.
• Sentiment Analysis: Gives immediate feedback on your customers’ or leads’ mood by following their sentiment shifts during the call. 
• Smart Dialer: Compiles and dials leads based on engagement, such as missed calls or campaign interactions, ensuring follow-ups are immediate and relevant.
• Campaigns: Organizes outbound call lists for structured and efficient sales outreach, with tracking tools to measure performance.
• CRM Integration: Seamlessly connects with CRMs like Salesforce and HubSpot to centralize customer data, contact information and streamline lead management.
• Call Analytics: Uses call center monitoring to provide insights into call performance, helping teams make data-driven decisions to optimize sales efforts.
• Multi-Channel Communication: Supports calls, SMS, and email sequences from a single platform for cohesive and personalized engagement across channels.
• Lead Management: Automates lead tracking, assignment, and nurturing to ensure timely follow-ups and conversion.
• Automated Follow-ups: Schedules and sends follow-up emails automatically after calls, keeping prospects engaged without manual effort.

Use Cases:

• High-volume sales teams: Automate outbound calling with Power and Smart Dialers to maximize productivity and reduce idle time.
• Sales teams managing large pipelines: Use CRM integration and automated follow-ups to keep leads engaged and ensure nothing falls through the cracks.
• Businesses with multiple communication channels: Use multi-channel communication to engage prospects through calls, SMS, and email for a seamless experience.
• Data-driven sales organizations: Leverage real-time call analytics to adjust strategies based on call center metrics.

Pricing:

• Starts at $25 per user/month (Essential plan)
• Custom pricing options for larger teams with specific needs

Best For:

• Teams of all sizes looking to streamline contact management and boost productivity.
• Sales organizations that rely heavily on CRM integration and want a unified communications platform.
• Sales leadership focused on optimizing sales strategies through data-driven insights and automation.

2. Zendesk Sell

Zendesk Sell offers a unified platform that simplifies sales pipeline management while improving communication and collaboration across teams. The tool is also highly scalable, making it a great choice for growing teams that need customization without complexity.

Key Features:

• Pipeline management: Visualize and manage the entire sales process with drag-and-drop functionality to easily update deal stages.
• Sales reporting and analytics: Offers real-time insights into sales performance, with customizable dashboards to track key metrics.
• Email tracking and automation: Tracks when emails are opened and automates follow-ups, ensuring timely engagement with prospects.

Use Cases:

• Growing organizations: Customizable features support expanding sales operations while keeping it simple.
• Companies seeking alignment between sales and customer support: Seamless integration with Zendesk Support offers a unified view of customer interactions.
• Remote or mobile sales teams: The mobile app enables reps to stay productive, update deals, and communicate with prospects while on the move.

Pricing:

• Starts at $19 per user/month
• Custom pricing available for large organizations or tailored needs

Best For:

• Growing organizations that need a scalable sales automation solution that’s easy to use

3. Clearbit

Clearbit is a powerful sales intelligence tool that enhances prospecting and lead qualification by providing detailed, real-time data on potential leads. Clearbit’s ability to identify anonymous website visitors and provide valuable insights into their behavior allows sales teams to focus on key decision-makers and craft personalized outreach. 

Key Features:

• Data enrichment: Automatically enriches leads with company details, including size, revenue, industry, and location, to enhance targeting efforts.
• Prospector tool: Identifies and builds lists of potential leads from a database of millions of companies and professionals, enabling precise targeting.
• Reveal API: Identifies anonymous website visitors and provides details on the companies they work for, helping sales teams prioritize outreach.

Use Cases:

• Sales prospecting: Use Clearbit’s Prospector and Data Enrichment tools to find and qualify high-value leads quickly and efficiently.
• Account-based marketing (ABM): Leverage Clearbit’s enriched data to create highly targeted and personalized ABM campaigns that convert.

Pricing:

• Clearbit offers custom pricing based on the size of your organization and your specific data needs.

Best For:

• Companies using account-based marketing (ABM) strategies that need precise targeting and personalized outreach.

Discover how CloudTalk helped digital baking app Revolut cut 40 hours from sales operations monthly.

“Thanks to CloudTalk’s reliability, we could improve upon our sales teams’ already high standards of performance and close more deals than we could have ever imagined. Today, Revolut conducts business from Europe through the Americas to Asia-Pacific, and our call center is proud to be a part of all of it.” 

— Jamie Devlin, Head of Operations for Revolut Business Sales

4. Clari

Clari is a revenue operations platform that gives sales teams full visibility into their pipeline, allowing for more accurate forecasting. Clari uses AI-driven insights to track progress, identify potential risks, and help sales reps close deals faster.

Key Features:

• AI-driven forecasting: Uses machine learning to analyze historical data and current pipeline activity to deliver more accurate sales forecasts.
• Pipeline management: Provides real-time visibility into deal status, with insights that highlight at-risk opportunities and suggest next steps.
• Opportunity scoring: Automatically scores deals based on engagement data, helping sales reps focus on high-probability deals.
• Revenue intelligence: Delivers insights into deal health, win probabilities, and sales activity patterns, enabling better decision-making.
• Automated data capture: Syncs data from emails, calls, and meetings automatically, ensuring that CRM data is always up to date.

Use Cases:

• Sales forecasting and pipeline management: Clari helps sales teams forecast revenue with precision by using AI to analyze pipeline data and provide predictive insights.
• Sales leadership: Sales leaders use Clari to get a comprehensive view of their teams’ performance and identify deals that need immediate attention to close successfully.
• Revenue operations: Designed for companies looking to streamline their revenue operations, Clari provides insights and automations that drive efficiency and predictability in sales.

Pricing:

• Clari offers custom pricing based on the size and needs of the organization

Best For:

• Large sales teams that need real-time visibility into their pipeline and more accurate forecasting.
• Revenue operations teams seeking a comprehensive platform to align sales, marketing, and customer success around revenue goals.

5. Gong

Gong leverages AI to uncover trends and patterns in sales conversations, so marketing teams can refine their messaging according to what works. By providing real-time feedback based on performance data, Gong coaches sales reps to improve their skills and close deals more effectively. 

Key Features:

• Conversation analytics: Analyzes sales calls and meetings to extract key insights, like Talk/Listen Ratio, identifying successful tactics and areas for improvement.
• Deal insights: Provides visibility into deal health, with metrics on engagement levels, customer sentiment, and conversation trends.
• Sales coaching: Uses recorded conversations to deliver personalized coaching and feedback, helping reps develop their skills based on real scenarios.
• Competitor insights: Identifies discussions about competitors, providing valuable context for refining sales strategies and messaging.

Use Cases:

• Sales training and coaching: Gong’s recorded conversations are a veritable goldmine for training new reps.
• Performance optimization: Gong analyzes team performance and sales productivity to identify top performers, so managers can use them as examples and replicate their success across the team.

Pricing:

• Gong offers custom pricing based on the size of the organization and specific feature needs.

Best For:

• Sales teams looking to enhance their performance through data-driven insights and coaching based on real interactions.
• Companies that want to upgrade their onboarding of new sales reps with real-life examples and actionable feedback from seasoned team members.

6. VanillaSoft

With features like automated dialing and lead scoring, VanillaSoft keeps reps focused on the most promising opportunities. Its customizable workflows make it an ideal solution if you’re looking to streamline your sales processes and improve conversion rates.

Key Features:

• Campaign management: Create and manage targeted marketing campaigns, helping your sales teams connect with your audience.
• Customizable workflows: Tailor workflows to your specific sales processes so you can work in a way that makes sense for you and your team.

Use Cases:

• Outbound sales teams: VanillaSoft’s automated dialing and lead management features maximize call volume and help you connect with more prospects.
• Sales performance tracking: Sales managers can leverage reporting and analytics to assess team performance and optimize sales strategies.

Pricing:

• VanillaSoft offers custom pricing based on the specific needs and size of your organization, starting at $110/month

Best For:

• Sales teams focused on outbound prospecting looking for efficient lead management and automated dialing solutions.
• Organizations looking to optimize lead nurturing processes through tailored workflows and targeted campaigns.

7. HubSpot

HubSpot is an all-in-one inbound marketing, sales, and customer service platform. With HubSpot Sales Hub, you can set up automated actions and reminders to keep your leads on track. This helps you identify when a prospect has lingered in one stage of the funnel too long and prevents them from slipping through the cracks.

Key Features:

• Email marketing: Lets you create, schedule, and analyze email campaigns, helping to nurture leads and engage prospects effectively.
• Lead management: Offers marketing tools for capturing, organizing, and prioritizing leads based on their engagement and behavior.
• Marketing automation: Automates time-consuming tasks such as email follow-ups and lead nurturing workflows to save time and boost efficiency.

Use Cases:

• Inbound marketing: Teams can attract and engage customers through targeted content, email marketing, and social media campaigns.
• Lead nurturing: Nurture leads through marketing automation features like personalized email workflows and targeted content.

Pricing:

• HubSpot offers a tiered pricing structure that caters to businesses of all sizes

Best For:

• Small to medium-sized businesses looking for an all-in-one solution for marketing, salespeople, and customer service.
• Organizations focused on inbound marketing that want to attract and engage customers through valuable content.

8. UserGems

UserGems helps you track and leverage the career movements of your leads and customers. By providing insights into job changes, promotions, and other professional developments, UserGems helps you forge stronger connections with your prospects and clients, ultimately driving revenue growth.

Key Features:

• Career tracking: Monitors job changes and promotions for leads and customers, providing timely notifications to help sales teams engage at the right moment.
• Lead enrichment: Enhances lead profiles with up-to-date information on career developments, helping sales teams prioritize and personalize their outreach efforts.
• Sales intelligence: Offers insights into potential opportunities based on leads’ career changes, enabling teams to identify warm leads and optimize engagement.

Use Cases:

• Proactive lead engagement: Sales teams can use career tracking to reach out to new leads shortly after significant job changes when they’re more likely to be open to a conversation.
• Relationship building: By getting a better understanding of the customer journey, sales reps can foster stronger relationships and tailor their messaging accordingly.
• Data-driven outreach: Organizations can leverage insights from UserGems to inform their sales strategies and craft personalized communications

Pricing:

• UserGems offers custom pricing starting at approximately $1,500 per month

Best For:

• Sales teams focused on relationship-driven strategies that want to leverage career changes for better engagement.
• Organizations looking to enhance their sales intelligence and improve lead prioritization through real-time data.