The Ultimate List of Sales Automation Tools [Updated]
Have sales left you feeling overwhelmed and burned out?
It used to seem so simple. Now there are hundreds of millions of potential clients, along with millions of competitors vying for their attention.
The world of sales is moving faster than anyone can keep track of, leaving only one thing for certain: If you’re using the same methods and tools you were using a few years ago, you’re going to be left behind.
If you’ve spent any time with us at Reply, you’ll know we’re big fans of automation. We’re constantly looking for ways to take care of all the boring or repetitive tasks in sales and marketing, so you can focus on what matters most.
New sales automation tools are released every day, which is another challenge. Some of those apps will make your life easier, while others will waste your time and money.
How are you meant to keep up with it all? We have a solution.
Sales Automation Tools List by Reply.io
Here we put together a list of some of our favorite sales automation tools, many of which we use at Reply on a daily basis.
Save yourself some time and learn from our experiences, with this list of 33 tools that will supercharge your sales process. You’ll be able to generate more leads, connect with them, and make more sales, all in less time.
We’re going to start our list with our own solution.
In case you hadn’t realized, we’ve put together our own piece of sales automation software.
We’ve created it to deal with the challenges we’ve faced ourselves and tick all the boxes to automate your sales outreach playbook – personal emails, follow-ups, calls, tasks, social touch points. The overall idea is to save sales rep’s time for meaningful conversations and automate manual operations. Afterall, you can forget to send a follow-up, but Reply won’t.
We’ve also got a ton of integrations set up and ready to go, and we’re adding more all the time, so you can be sure it’ll fit in with your existing toolset and CRM. Best of all, we’re constantly working on making it even better, such as our latest update adding easy-to-use team management tools.
Bottom line, it’s kinda awesome. It’s a complete package, and you can sign up for a free trial today. Take it for a whirl and let me know what you think.
Use it to automate your inbound/outbound sales
ZoomInfo makes the bold claim they’re backed by the world’s most comprehensive B2B database, ‘with access to more direct dials and email addresses than any other market intelligence provider.’ Customers praise them for the amount of information available for prospective clients, including the ability to easily find LinkedIn profiles.
However, be aware the ZoomInfo isn’t cheap, and tasks such as exporting results will cost you extra. Still, the ability to find direct dial numbers for your prospects is a massive advantage and can save you significant time if cold calling is a part of your sales process.
Use this to find additional information including direct contact numbers
What, yet another tool for finding contact information? Yes but, before you skip to the next tool, Winmo has some impressive features that make it worth a look.
For a start, if you’ve grown tired of outdated information from other providers, you’ll be glad to know Winmo verify their details every 120 days. They do this using actual human beings (not bots) to make sure everything is up-to-date.
However, their real claim-to-fame is their sales prediction tool, WinmoEdge. According to the site, WinmoEdge analyzes industry shifts and is proven to predict sales opportunities up to 18 months in advance, helping you contact the right prospects at the right time.
Use this if you’re looking to see the future of your sales
Leadiro boasts an impressive number of complete and validated business contacts, from over 25 countries. They pride themselves on continuously refreshing and updating their database, and focus on reaching emerging markets.
So, if you haven’t had luck with other sources it may be worth checking them out. You can give it a go and select five contacts a month for free, or their packages range up to the enterprise level offering 100,000+ contacts a year.
Use it to find hard to reach leads in emerging markets
ContactCloud (Formerly Elucify)
We’ve previously recommended Elucify, but since our last round-up they’re now a part of ContactCloud.
The good news is you can still get free, unlimited access to their database, as long as you’re willing to connect your work email to their ‘engine.’
If you can’t (or won’t) connect your work email, then you can always pay $99 a year for the same access.
The process is anonymous, and it allows ContactCloud to quickly build up their database with potentially unique email, with all records updated on a daily basis. As it’s crowd-sourced it has the advantage of potentially holding contact information that isn’t easy to get hold of elsewhere.
Use this as a database of free leads, as long as you don’t mind sharing
Nothing stays the same for long, especially in SaaS. Since we recommended Headreach last time, they’ve been acquired by LeadFuze, who offers a significantly different package. LeadFuze functions as a search engine for leads; you can search against a large selection of different criteria and reveal verified email addresses, phone numbers, and social network profiles.
Along with access to leads and their contact details, you’ll also be able to use the AI assistant to automate the process. ‘Fuzebot’ searches the web for new leads on a daily basis, verifies their email, and adds them to your list. Prices start at $97/mo for 250 leads, with discounts and extras when you commit or pay upfront on an annual plan.
Use it to automate your search for leads
Leadsfinder uses our name2email service (see below) to find you leads quickly and easily. Just type in the company domain and Leadsfinder will let you know what emails are available.
It’s simple and free, which makes it a good first step when you’re searching for that email contact, before trying other more complicated, paid for services.
Milan vd Bovenkamp, Wildcard
Use it as a first step to finding leads at a specific company
Growlabs is the all-singing all-dancing option. It starts with lead generation but then follows through with automated engagement that allows you to get that lead converted into a customer at top speed. It’s like Skynet is here, but instead of world domination, it wants to help you convert leads.
One particularly impressive feature is its ability to analyze the email responses and sort them intelligently, following up with warm leads, filters out the cold ones, and passes the hot leads to you to deal with personally.
It also allows you to submit your existing sales content, customize emails from their library of templates, or work directly with the company to develop the perfect pitch. That way it doesn’t sound like a robot, but instead is authentic to your brand.
Clients are charged on a per-qualified-lead-generated basis, which means that this service is potentially a viable option even for smaller businesses as well as larger companies with bigger marketing budgets.
Use it automate lead generation and engagement
Email addresses and contact details are obviously important for any sales team. However, to be truly effective, you need more. In sales, information really is power, which makes PredictLeads a supercharged power source.
By continuously searching through millions of different sources (such as websites, articles, and job postings), every single day, PredictLeads can help you find potentials leads and gain the insights you need to make your pitch stand out. Beyond the usual press releases and announcements, they also reveal details on what technologies companies are using—extremely useful information for SaaS companies (among others).
While their AI does an impressive job of extracting and distilling information, they also have an in-house team that verifies the data on a daily basis, so you can be sure the information is reliable.
Use it if you’re spending too much time researching your prospects
Hands up if you’ve ever had a deal that was a ‘sure-thing’ fall through.
Yep, that’s what I thought. If you’ve worked in sales for any length of time, you know the pain and frustration that comes from seeing that ‘verbally-confirmed’ deal go nowhere. While deals can fall apart for a million different reasons, one of the most common causes is your account relationship. Whether your contact isn’t actually a decision-maker (despite swearing they were) or they’re not as enthusiastic as they first appeared, that relationship can be the weak link that sinks your sale.
Nudge is here to help. As another source of intelligence for your sales team, Nudge helps you specifically with account details and understanding your relationship dynamics. By working alongside your CRM, you’ll get full insight into the current dynamics for every deal in your pipeline. They then use AI to show you which relationships need working on. As a result, you can see any of those weak links before they bring down your deal, replacing single-threaded contacts with deeper relationships across multiple contacts. Prices starting at $30/mo.
Use it to identify weak relationships and build stronger ones with your prospects
Sales reps might be familiar with LeadGibbon’s extension that simplified prospecting on LinkedIn. The new product from the same team is a B2B database that aims to simplify all your prospecting efforts.
You can find leads based on a dozen parameters and export their data in a single click. The database includes emails, phone numbers, company information, LinkedIn URLs, and more. Plus, it’s updated in real-time, ensuring that you always access verified data.
LeadGibbon is a simple way to discover decision-makers at companies you target. Prices start at $15 per 50 contacts, and a free trial is also available.
Use this if you need to find new leads, fast
ContactOut is a Google Chrome extension that reveals your lead’s contact details right on their LinkedIn profiles — something Hunter and its other competitors used to do. While most of the lead prospecting tools mentioned in this list fetch your prospects’ business email addresses, ContactOut takes it to a more personal level. It will get you not just your leads’ work emails but also their personal email addresses, contact numbers, and their other social media profiles.
ContactOut takes pride in the volume of information in its databases and the accuracy of its results. It practically has 85% of the Western World’s email addresses, which is great if you are prospecting leads based in Western Europe and the United States, but certainly not if you are looking for the email address of someone in, say, China or the Eastern bloc.
You can sign up for ContactOut’s one month trial for free, and you will get 100 search credits during this period.
Email Search & Verification
If you’re looking for more than just contact details, InsideView may be what you need. They gather real-time social and business sales intelligence, claiming to use more sources than ‘any competitor, by far.’ You then get the info sent right to your desktop or mobile device, either online or straight to your CRM.
One standout feature is their Social Insights. You can choose between an overview of any news about a prospect, or dig deeper for more details. Having recent articles and social media updates about your prospect all in one place can be invaluable, helping you quickly and easily personalize your prospecting with relevant details.
Use this if you want to real-time access to social as well as business information
If you already have your prospect’s email address but want more details, Contact Enhance can help. They offer additional information across 52 possible fields including company size, revenue, location, as well as what technology they’re using on their website.
All these details are then synchronized with your CRM and kept up-to-date, so you don’t have to worry about checking them everytime you want to get in touch. This allows you to segment your leads with pinpoint accuracy and send them highly relevant messages.
As an extra, they can also help you find ‘lookalike’ prospects based on your existing contacts and whatever criteria you designate, saving you time and delivering your ideal prospects.
Use this to get a complete view of your leads, as well as find new ones
One of the most popular sales tools today, Sales Navigator is a great way to get the most out of LinkedIn. You can use Sales Navigator to find new leads, keep up to date with any changes, and engage directly using InMail. It’ll also integrate with your CRM, automatically updating your leads’ details.
If you’re using LinkedIn, Sales Navigator transforms it from a social network into a bona fide sales platform. Prices start at $79.99/mo (or $64.99/mo if you opt for the annual plan). However, you can take advantage of the Sales Navigator Chrome extension, which lets you see LinkedIn profile data directly from your Gmail inbox. The extension is free, but a Sales Navigator subscription unlocks additional features, such as saving leads to your Sales Navigator account and seeing whether they’re connected to any of your colleagues.
Use it to get more leads through LinkedIn
Name2Email is a free Chrome extension from the lovely people at Reply (our middle name is generous).
By entering your prospect’s name and company into the recipient field in Gmail, Name2Email will automatically generate the most likely email address patterns.
You can then scan the results, with the correct one showing a picture of the contact. Click the email to select it and you’re all set. It’s quick, it’s simple, it’s free. It’s rated 4.2/5 in the Chrome store, with over 16,800 users.
With Rapportive’s recent changes, there’s been a gap in the market for an effective email integration that shows you relevant information about your contacts within your email. Including location, contact, business, and even financial company details.
Clearbit Connect works as an add-in for either Gmail or outlook, so you don’t have to leave your inbox, and it’s free! It also allows you to search for companies and people, so also doubles up as an effective tool for lead generation.
Alex MacCaw, founder of Clearbit Connect
Use it to find and research your leads
Hunter allows you to find email addresses in seconds for a specific company domain. A nice little touch is identifying the most common pattern for email addresses, so even if the email you’re looking for isn’t there, you can take an educated guess with a high chance of success.
You can sign up for free and get 100 requests a month, while those looking for more have a variety of options, ranging up to €319 a month for 50,000 requests. You can also use the service as a chrome extension, which has a rating of 4.69/5 stars, with over 284,000 users.
Use it to find email addresses and patterns for your prospects
Adam Enfroy, Blogger at AdamEnfroy.com
While Moonmail offers a complete email marketing software solution (free for up to 300 emails a month), they also offer free standalone email verification and list cleaning.
Just tap in your list and Moonmail will go through and verify the details. Bonus points have been given for the simple interface. If you already have a list of potential email addresses, then Moonmail’s service can clean your recipients list for free using their artificial intelligence email list cleaning tool.
Use it to clean your existing list of email leads
Writing emails from scratch is a pain.
It’s time-consuming, and at least half your time will be spent staring at a blank screen. It’s also untested and can lead to a depressingly low open/click-through rates.
This is where Drip Scripts comes in, and it’s a lifesaver. You start with a series of email sequences to choose from.
Once you pick the one that fits your requirements you get to customize it with your unique information. They then send you a zip file with the customized sequence, a pdf of the original sequence, plus a handy readme that talks you through each step.
It’s quick, it’s simple and it’s free. Even better, all of the sequences have been successfully tested.
Use it to get your email sequence up to scratch quickly
The English language is pretty complex.
Even if you can get to grips with nouns, verbs and adverbs, if you can ignore the ‘rules’ that aren’t really rules (don’t get me started on ‘i before e except after c’), then there’s still plenty that the grammar police will gladly pick you up on.
Trust me, I still have to look up split infinitives to understand what they’re about. That’s why Grammarly is an essential part of my toolset. Their free account is great and integrates with Word, Outlook and a whole other bunch of places.
Even the best writers make mistakes, but if your potential clients pick one up in your email then all the other sales automation tools won’t matter at all.
Use this to avoid mistakes and make the best impression with your emails.
If you’re happy enough with your spelling and grammar but are still keen to improve your written work, you’ll want to check out Hemingway. The web-based service is a great way to check your writing and see at a glance how you can improve it.
While it won’t correct
you’re your grammar or spelling, Hemingway’s superpower is in helping you write more powerful sentences. For example, it will highlight adverbs, long meandering sentences, and the dreaded passive voice, all so you can write sales messages that are more persuasive.
And yes, that last sentence drove Hemingway crazy.
The app also shows you the overall reading grade for whatever you write, helping you keep your message simple and easy to follow, something that’s essential for successful sales. The web-browser version is free to use, but if you’d like an offline version with a few additional features (such as exporting in different formats), then a one-off payment of $19.99 will get you the desktop download.
Use it to tighten up your sales messages
After creating the perfect sales email to the perfect client, the last thing you want is it to end up being blocked.
If you want to make sure your emails don’t set off alarm bells, you’ll want to try this nifty little tool from AnalyzerNetwork. No registration is required, and it will tell you quickly whether any issues exist with your email.
It works by giving you an email address to send your email too, then shows you a report within a minute. It’s currently in Beta but for ease of use and speedy results it’s incredible and well worth checking out.
Use this to make sure your email doesn’t end up in the junk folder
How do your emails come across? How do you want them to come across? If you’d like a second opinion you can use the Tone Analyzer, for everything from your tweets to your email.
It’s incredibly easy to use, with no signup required: copy and paste your email or write it in from scratch, and the Analyzer will check it for emotional cues, language styles, and even social tendencies. Is that email you sent conveying anger or fear?
Are you unintentionally coming across as more tentative than confident? You’ll quickly find out, at both an overall and sentence level.
Then you can adjust the tone of your content to change your lead’s perceptions, or improve its effectiveness. You can also use it to quickly get a grasp on your prospect’s return communication, and respond appropriately.
Use this to make sure your emails come across to your leads as intended
We’re big believers in the power of email. It’s what we’ve built our business around. However, the most important thing to remember is to be where your customers are, and communicating with your inbound leads in the channels they prefer.
Reply Now lets you communicate with your prospects in their favorite channels, all from a single inbox. Rather than having to manually log in and check multiple inboxes, your whole team can access and reply to any questions or queries in one place.
Whether you’re engaging with your prospects on Facebook Messenger, Viber, Telegram or other supported messaging apps, you’ll be able to see and respond quickly. There’s even a widget you can add to your site, allowing your site visitors to choose how they contact you. With support for Whatsapp, Line, Instagram and WeChat on its way, Reply Now is the ideal way to manage your communication.
Use it to keep track of and quickly respond to messages from prospects in multiple channels
Lots of people ask me what sales channel they should use: email or phone calls? Usually, the best results come from using both. When it comes to sales calls, PhoneBurner offers a lot of useful features to automate your process, save you time, and up your game. Along with dialing your leads for you, PhoneBurner can also leave voicemails and email, all without the need for specialist equipment or even having to install any software.
All this helps you to be more productive; by up to 400%, according to PhoneBurner. Along with helping you make the call, you’ll also be able to take advantage of their sales CRM and powerful automation features, the ideal way to manage and grow your pipeline.
One particularly handy feature is the ability to display a local Caller ID when you dial, increasing the chances your leads will actually pick up the phone.
Use it to automate your sales calls
If you’re making phone calls in your sales process, you’ll know it can be hard work tracking and measuring what goes into a winning call. While you can quickly see and analyze a successful email, it’s a lot more challenging to see the difference between a winning sales call and one that went nowhere.
That’s where Chorus.ai comes in. By capturing and analyzing your sales team’s best talk tracks, you can uncover hidden insights and actions that help your team close the deal. From there, you can share those insights with the rest of your team, using them as onboarding for new team members so they can understand what a great call looks like for your unique situation. Chorus.ai will also help you by automatically summarizing calls and highlighting key moments.
In short, Chorus.ai has everything you need to see exactly what goes on with your sales calls and help you do more of what works.
Use it to analyze and improve your sales calls
You can’t talk about sales automation and not mention social selling. While it may not have replaced email and other sales channels, no-one can deny the huge impact social media has had on sales.
With more people doing more research online before they get in touch with a sales rep, your online reputation is an important part of the process. While you can’t control what people are saying about your business, you can make sure you’re involved in the conversation. Mention lets companies monitor social media for any conversations about them.
Whether you want to find out what people are saying, gain insights into how your product is perceived, or simply join in with the conversations as they happen, Mention can make that happen. You can even get started for free, with one alert and 250 mentions monitored, without having to spend a cent.
Use it to monitor social media and engage with prospects
For sales teams that rely on phone calls, Gryphon automatically captures and analyzes all sales activity. They offer real-time visibility into your rep’s phone activity, wherever they are.
However, Gryphon takes this a step further and also includes targeted speech analytics to identify the techniques and phrases used by your top performers, so you can see what’s working and what isn’t.
This all comes with a dashboard that gives you a clear picture of call volume and results, tracking not only how many calls you’re making but also your performance and time use as well.
Use this if you’re looking to increase your efficiency on the phone
Ambition is a tool for managing the sales performance of your team. It allows you sync any data source and track, benchmark, and broadcast employee performance, all in real-time.
Rather than a simple sales tracking tool, the company uses gamification principles to increase competition in a fun and exciting way. Managers can set and monitor the KPIs for their company, while salespeople compete with each other to hit the top of the board.
With the real-time stats, you can see at a glance how your team is performing and make sure they’re working at peak efficiency.
Use this to monitor and improve the performance of your sales team
Ah, Zapier, the not-so-secret weapon for sales automation. This clever tool allows you to create automations between over 1,000 apps. Best of all, it’s incredibly simple, allowing you to set up tasks with just a few clicks. No complicated coding or expensive developer fees!
For example, you could set up an integration automatically sending you a DM on Slack everytime you receive a new reply to your email, or add contacts to Reply every time a new row is added to a Google Sheet (for more ideas you can check up Reply’s most popular Zapier integrations).
It’s so easy to set up integrations, your only problem will be not getting carried away and automating everything. The possibilities are endless!
Use this to integrate and automate all the apps in your sales stack
International sales mean international times.
The Time Zone Converter makes it easy to quickly find out what time it is, either by place or time zone, all in real time as you type in a nice crisp interface.
Yes, Google has inbuilt time conversion, but if you’re looking for something outside of the Googleverse without a page of search results, Time Zone Converter will be just what you need.
Use this to make sure you’re contacting your prospects at the right time for them
Attach (document sharing)
If you find yourself sharing documents with your prospects as part of the sales process, you’re probably sending them as simple attachments or using something like google docs.
That works fine, but you could be missing out on a golden opportunity.
Attach lets you see how people are engaging with your documents in real time. Have they opened them yet? How long have they been reading it? Have they forwarded it to anyone?
It also has a number of other cool features, such as allowing you to update documents after you’ve sent them, and integrations with Gmail, Salesforce, and others. You can get started from $27/user/month, with the fully featured version costing up to $72/mo.
Jackson Rodriguez, Amplo Creative, LLC.
Use this to see how prospects interact with your shared documents
UberConference boasts that it’s the ‘stress-free conference call’ solution. They give you an easy, pain-free way to schedule and run audio conferences with your prospects.
UberConference is free for unlimited calls with all the main features, with a Business version available for $10 a month that gives you your own local number.
One nice feature is how the software can be set to call you or your guests to make sure everything goes to schedule. It’s currently rated 4.3/5 on G2 Crowd, with some customers raising concerns on sound quality, but overall users have been highly satisfied.
International calls are limited to the paid plans, but if you’re looking for a free conference call solution in the USA this is worth a look.
Use this to organize conference calls with your prospects
Being a business owner means you’ve probably dealt with the huge hassle of collecting payments from your customers. If you’re lucky it only takes days but a majority of the time weeks go by and you still aren’t any closer to receiving payment.
Thankfully, PandaDoc Payments can rescue you.
When your customers electronically sign a document with PandaDoc, they input their method of payment immediately. PandaDoc payment not only helps you provide a better customer experience but it can also reduce payment time. Most PandaDoc customers report seeing payments in as little as two days thanks to PandaDoc Payments.
Perhaps the best part is that PandaDoc Payments are free with any plan. And with plans starting at just $9 per user per month, that’s a deal that anyone can get behind.
Rumour has it that 92% of all customer interactions happen over the phone. If your sales process revolves around calls as well, you might want to try automating some parts of it. Luckily, there are plenty of modern phone systems that can provide you with the right solutions to do so.
Take CloudTalk, as an example. It’s designed to help you make more inbound and outbound calls and let all the sales reps have more opportunities (and time) to close deals. How come? Basically, the software helps the whole sales team access relevant data, and serve more customers through auto dialers, advanced call analytics, and available system integrations – just to name a few. Not to mention that thanks to it, sales agents can take advantage of post-call automation and keep customer data consistent and up-to-date.
It has plenty of other features as well, that you leverage to facilitate all calls flowing through your organisation and improve the productivity of your sales team in the long run.
Use it to make and receive more sales-related calls and keep track of them at all times.
There you go, 29 of the best sales automation tools on the market.
Hopefully, you’ve found it helpful.
If you’re still unsure where to go from here, my recommendation is to pick just one of these tools and give it a go. Most of these tools either have free versions or trials available, so you’ve nothing to lose. Pick up one that’s relevant to a specific challenge you’re facing right now.
Sign up and get to grips with all the features. If it adds something worthwhile to your workflow, great. If not, move on to the next one. That way you can make sure you’re using the technology for your benefit, rather than jumping from one tool to the next without getting the results.
If you’ve found this list helpful, please share it with your network. If you’ve got any suggestions for other tools that have revolutionized your sales automation, we’d love to hear about them.
Tell us your favorites in the comments below.
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