50+ Best Sales Automation Tools You Can’t Miss in 2024 [Updated]

CRM software

To kick off our sales automation software list is one of the most important categories of all – CRM, automation tool and single source of truth that every salesperson works out of. For most modern sales teams, a solid CRM is a non-negotiable part of the sales stack. However, while the primary function is to manage and keep track of the prospect’s data and status, the right CRM is far more than just a fancy spreadsheet. Some tools come with a ton of automation capabilities to make your life as an SDR easier.

HubSpot

Often considered the “one tool to rule them all,” HubSpot boasts an impressive list of marketing and sales automation features. Aside from streamlining the default activities like data sync, activity logging, lead nurturing, and pipeline management, HubSpot sales automation allows you to build custom workflows across your entire tool stack.

In this regard, the ability to create programmable automations using JavaScript is probably the most prominent one. The use cases for this one might range from territory management and lead rotation to data enrichment and renewals.

Use it to streamline and speed up your processes across the sales and marketing departments

Pipedrive

Pipedrive stands out for its integrations and workflow automation, saving valuable time by taking care of the repetitive tasks and chores that come with nurturing a customer relationship. For example, Pipedrive can automatically create a new deal when a contact is added, send a personalized email based when a new deal is created, transfer ownership between reps when a deal reaches a certain stage, and so much more.

By streamlining your sales activities and eliminating mundane admin work from your to-do list, Pipedrive allows you to focus on actually selling without any distractions.

Use it to automate admin tasks and build stronger customer relationships

LeadSquared

LeadSquared CRM is an all-inclusive solution for sales teams. It has every feature a salesperson would need right from lead management to sales activity tracking and mapping their targets vs. achievements.

The automated sales workflows allow leads to move through the pipeline with zero lead leakage. Salespeople are even notified of their tasks and workday plans to boost overall sales productivity. The team managers use LeadSquared to generate accurate sales forecasts and for complete visibility into team performance and sales and revenue targets.

The tool’s customizability and mobile CRM make it a perfect fit for every sales team—inside sales and on-field.

Use it to improve relationships with leads and customers and to boost your sales bottom line.

EngageBay

EngageBay is a sales automation solution that helps companies in the B2B space streamline their inbound marketing, lead nurturing, and follow-up processes. The product is designed for companies in high-growth markets with limited resources who want to automate their sales team’s inbound efforts.

This all-in-one marketing & sales CRM enables you to attract targeted web visitors, engage them, capture leads, nurture them into sales, and then quickly convert them into long-term paying customers.

Use it to build stronger relationships with your customers throughout their life cycle

Data prospecting

No matter how good your CRM is, you need a solid prospecting strategy to fuel it with valid lead data. Data prospecting tools eliminate the manual work associated with list building and allow you to scale the process with ease. In 2024, B2B databases have become mainstream and are now part of virtually every sales team’s stack, driving them to make the right decisions at the right time. 

Sales Navigator

One of the most popular sales tools, 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 $99 per user per month (or $79 if you opt for the annual plan).

Use it to get the most out of LinkedIn for prospecting 

Reply Data

If you’re looking to scale and speed up your prospecting process, consider using a good-old B2B database – such as Reply Data. A valuable extra for our core sales engagement platform, it provides a huge database of over 140 million valid, up-to-date prospect contacts. You can use it to build highly targeted lists for outreach, filtering out the most relevant prospects based on 10+ filters, including company size, industry, location, title, department, etc.

This allows SDRs to find the right leads and instantly connect with them (using Reply’s multichannel sequences) with ease.

Use it to build targeted prospect lists and instantly engage them at scale

Email finders

If you’re also interested in manual prospect research to take your prospecting a step further, good for you! This approach will give you the most accurate data. Yet, it’s also very likely to take most of your time at work. Unless you have a reliable email finder to speed up the process. 

ContactOut

ContactOut is another Google Chrome extension that reveals contact details right on the person’s LinkedIn profile. Yet, while most of the lead prospecting tools listed here fetch business email addresses, ContactOut takes will get their personal email addresses, contact numbers, and their other social media profiles. This makes the extension a must-have too for recruiters.

ContactOut takes pride in the volume of information in its databases and the accuracy of its results. It practically has 75% 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 freemium plan to get 40 search credits per month or go with one of the paid options starting at $29/month.

Use it to get ahold of the personal email addresses of your prospects/candidates

Reply Email Finder

With the Reply Chrome extension you can search for new leads to later engage with your automated outreach campaigns, boost your productivity with direct access to your tasks, automatic data sync between Reply and your CRM, and direct calls.

Ideal for sales and marketing teams, recruiters, founders and executives, Reply Email Finder includes lightning-fast manual email lookup, unlimited bulk email search, built-in email verification, and seamless data sync with your stack, just to name a few.

The best part? It’s absolutely free for everyone! And if you’re a Reply user, you can push your sourced prospect emails into personalized, AI-generated sequences with a single click. 

Use it to find verified prospect emails on professional social media to streamline your sales outreach

LeadGibbon

Sales reps might be familiar with LeadGibbon’s extension that simplified prospecting on LinkedIn. But it also has a B2B database that aims to simplify all your prospecting automation 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 $49 per month for 250 verified emails and 25 phone numbers.

Use it to find new leads, fast

Hunter

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 25 searches per month, while those looking for more have a variety of options, ranging up to $399 a month for 30,000 requests. You can also use the service as a chrome extension, which has a rating of 4.7/5 stars, with over 500,000 users.

Use it to find email addresses by company domain

Name2Email

Name2Email is another Chrome extension from us at Reply (our middle name is generous). It’s a lightweight add-on that will automatically generate the most likely email address patterns, once you enter your prospect’s name and company into the recipient field in Gmail.

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, and loved by over 70,000 users.

Use it to quickly find emails for free without leaving your inbox

Data enrichment & verification

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 data enrichment and verification tools a supercharged power source.

PredictLeads

By continuously searching through millions of different sources (such as websites, articles, and job postings), every single day, PredictLeads can help you with your leads automation by gaining 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

Clearbit Connect

Clearbit Connect works as an add-on for either Gmail or Outlook, so you don’t have to leave your inbox when researching your prospect. It will provide the detailed prospect’s profile, including location, contact info, business, and even financial company details, at a glance. It also doubles up as an effective tool for lead generation allowing you to search for companies and people as you use such tools to browse theweb. And it’s free!

Use it to research your leads without leaving your inbox

ZeroBounce

ZeroBounce validates the email addresses you source from other databases to make sure your messages always reach the intended recipient. You can check your existing lists in bulk or connect their API to your signup and registration forms to make sure only valid contacts make it to your CRM.

Among other features, ZeroBounce allows you to identify and target your most active email subscribers and get in-depth insights into how they interact with your emails. Blacklist monitoring to protect your domain and sender reputation will also come in handy if you’re into cold emailing.

Use it to make sure your emails always reach the right person

ClearoutPhone

ClearoutPhone is one of the best data enrichment & phone number validation tools. The tool plays a great role in increasing the sales team’s productivity. ClearoutPhone can take invalid contacts off the list while providing the data enrichment pointers like location, network carrier, line type, number formatting, and much more. Both aspects enable the pre-sales and sales teams with accurate and segmented data so they can spend more time working on quality leads in a personalized manner. With the available native integration, you can also add Line-type, Location, Carrier, and E164 format to your Hubspot CRM to support Auto Dialers & SMS messaging.

Use it to cleanse and enrich prospect contacts (including phone numbers) on your list

Sales engagement

As the next step in your sales process, you will require a reliable tool to get in touch with those leads you’ve generated and prospects you’ve discovered online. This is where automated sales engagement platforms come into play.

Reply

In case you haven’t realized yet, we have our very own sales force automation software.

The main solution of Reply is to automate, scale, and personalize all sales engagement for companies of any size or industry, allowing sales reps to focus on building meaningful connections and booking more demos. 

What started as a simple solution to handle the common challenges of sales outreach, such as personal emails, follow-ups, calls, tasks, social touchpoints, and custom email signatures, has now transformed into an all-in-one sales automation platform.

Reply has a revolutionary built-in AI sales assistant that generates tailored multichannel sequences, crafts personalized inbound and outbound outreach emails based on prospect data, handles responses, and even books meetings on your behalf, just like magic!

With a powerful sales engagement platform like Reply, sales teams can rest assured that all their prospects will receive the most relevant and personalized messages, completely automated, allowing them to safely scale their outreach without ever compromising the quality.

Among other benefits, 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 along with your CRM and the rest of your sales stack. 

Thousands of businesses rely on Reply in their daily sales operations, and it has been recognized among the best sales force automation software thanks to many positive user reviews. You can check the sales engagement category comparison on listings like G2 to see for yourself.

The bottom line is it’s kinda awesome. It’s a complete package, the all-in-one sales automation software, and you can sign up for a free trial today. Take it for a spin and let us know what you think.

Use it to automate your inbound/outbound sales while keeping every touchpoint personal

Sales calls

From initial outreach to negotiations and closing, sales calls play important role in any process. Yet, dialing each prospect’s number manually from your desk seems like such a headache. That’s why many sales teams choose to streamline the task with cloud phone systems.

Aircall

For those who rely heavily on phone calls as part of your sales process, Aircall is a VoIP phone system you should definitely check out. Along with the dialer functionality and local numbers available for 100+ countries, there are other benefits that make this stand out. I particularly like its Call Whispering feature, where sales leaders can listen in on the call and offer support to their team members, helping them out in real-time.

When it comes to automations, Aircall doesn’t disappoint. The dialer can automatically add numbers from any webpage, while the post-call workflows and click-to-dial features help you cut down on manual dialing and reduce the time between calls, so you can get on with what you do best.

Recordings of your calls can also be automatically saved to your CRM, where they can be tagged and organized for your review. The analytics allow you to easily review your calls, track your performance, and see what calls got the best results, all without wasting hours on data entry.

Use it to support your sales teams on calls

CloudTalk

One more amazing tool in this category, CloudTalk is 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 organization 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

PhoneBurner

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

Dialpad AI

Dialpad AI Contact Center is an AI-powered customer engagement platform that helps businesses create more connected and efficient customer experiences. It provides a comprehensive suite of features to help you better manage, monitor, and optimize your customer service operations, and effectively dial your leads. 

Businesses can provide quick responses to customers’ inquiries, boost sales and support conversions, reduce response times across channels, improve customer loyalty and satisfaction, and streamline processes. 

This AI Contact Center provides a comprehensive solution for optimizing the management of a business’ contact center operations, which encompasses sales teams and technical support staff. Its powerful features and AI-driven automation technologies help maximize efficiency and offer excellent customer service.

Use this to optimize your customer experiences

Lead nurturing (aka sales automation software)

Let’s face the hard truth: Not all leads will convert after one email. Even a few calls might not be enough to convince a person to become a customer.  What’s more, even paying customers can go dark on you and churn without proper nurturing. This makes lead nurturing (aka email marketing) tools a worthy investment for any business.

GetResponse

GetResponse is the perfect example of a sales marketing tool that helps you build personalized customer journeys at scale. It’s a powerful automated marketing platform that streamlines sales lead automation (both generation and nurturing) with customizable no-code template scenarios.

Using the tool, you can build effective lead magnets to drive traffic directly to your landing pages, and nurture your audience with triggered email campaigns.

The platform also offers advanced campaign analytics to make it easy to keep track of your leads, measure ROI, and understand what your customers want.

Use it to capture and nurture your leads with personalized customer journeys

Customers.ai

Customers.ai helps businesses accelerate their full-funnel marketing performance using AI & visitor identification to grow, engage and convert potential customers. Among other features, this tool helps you collect and enrich visitor data and recover custom retargeting audiences.

Having the ability to use marketing automation sales software that tracks prospects across social media platforms, your website, and other marketing channels that all tie into one unified inbox for your sales and live chat support teams can be a game-changer for many companies.

Some notable automation sales and marketing features include identifying your anonymous website visitors by email, integrations with thousands of tools for sales and business productivity, hundreds of million of consumer records to build email outreach campaigns for any audience.

Use it to grow your contact list, generate leads, and run interactive direct response marketing campaigns.

Moosend

Moosend is one of the newest and most intuitive email marketing and marketing sales automation tools in the market. Its easy-to-use email editor is ideal for both the seasoned and the novice email marketer, while its variety of integrations promises a short learning curve. 

The platform features an extensive templates library, countless personalization options, and fully customizable email newsletter templates to meet your needs.

On the downside, Moosend doesn’t offer many native integrations, however, the customer support offers a live chat option and an extensive knowledge library to help you get started.

Use it to create, send, and optimize your email campaigns

Sender

Sender.net is an email marketing tool that provides automated workflows to minimize workload by excluding simple tasks and creating sophisticated sequences for particular scenarios or sending pre-written messages over time. Drip campaigns, welcome emails, abandoned cart emails, and many more possible automated programs and strategies are efficiently executed using Sender’s automation workflow feature.

Nonetheless, Sender offers much more than an automation feature. All top-notch features are found on the platform, which means you will have a full arsenal of necessary tools, which will make your email campaigns even more powerful.

Use it to keep in touch with your customers

Sales intelligence

Automation is cool and all, but you know what’s even better? Being able to understand how your processes work from the inside and get tailored suggestions on how to optimize and improve them for even better results. This is exactly what sales intelligence software can do for you.

Leadfeeder

Whatever sales methodology you use, we can all agree that selling to strangers is hard. However, it gets a lot easier when you’re selling to someone who knows about you and is interested in what you’re selling. Leadfeeder helps make lead generation a breeze by showing which companies are visiting your site, how they found you, and what they’re interested in.

Once you know who’s visiting your site, Leadfeeder also helps with qualifying those leads, with custom behavioral and demographic filters alongside automatic lead scoring based on their web activity. For those of you using Account-Based Marketing (ABM), you can then use the Contacts feature to search through the decision-makers at the company and determine who you should reach out to.

Use it to find warm leads who have already visited your website

Winmo

Previously known as a tool for finding contact information, Winmo has added some impressive features (including a shift to cater to a niche audience) that make it worth a mention.

Winmo positions itself as an automated prospecting system, however, it has a predictive intelligence twist to it. Paired with human insight, this offers a truly game-changing advantage allowing you to understand the prospect’s budget, demographics, pain points, and buying behavior. 

Winmo can also analyze data to predict sales opportunities weeks, months, and even a year 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

Chorus

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 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 will also help you by automatically summarizing calls and highlighting key moments.

In short, Chorus 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

Gong

If you want to understand your sales calls more, you might want to check out Gong. Described as a “revenue intelligence platform for B2B sales teams,” Gong records, transcribes, and analyzes your sales conversations.

By integrating with your calendar, Gong will automatically join your sales calls as a virtual attendee and record the call, including any video, and prepare it for analysis. By capturing all your customer interactions, it can then deliver insights for you to improve your team’s approach. For example, see how long your reps talked, their longest monologue, and how that compares with the team average.

You can then use these insights to improve the effectiveness of your entire team, training new hires, helping struggling team members, and ensuring you’re all consistently using the best approach. By seeing what works best, you can refine your processes and help your whole team get better results.

Use it to get visibility into your pipeline and team performance

Email content

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 depressingly low open/click-through rates. Luckily, you don’t need to be Shakespeare to wow your prospects with masterfully crafted emails. Simply use the email content automation tools listed below.

Email Assistant by Reply

Tired of coming up with new email templates? Thanks to AI and automation, there’s a solution! Using Reply’s Email Assistant, you can generate dozens of unique, tailored email templates in just a few clicks. 

The sales automation solution relies on GPT-3 to act as your personal copywriter, crafting 100% human-like, personalized emails from scratch, based on the provided info, or previous messages in the thread. Paired with our intelligent algorithms, it can improve the existing templates or score them against several criteria and suggest changes for better performance.

Use it to craft unique and effective email templates for your sequences

Lavender

If you’re feeling extra lazy, there’s also Lavender. Another handy AI-enabled email assistant that won’t just help you fix weak email templates, but also personalize them. 

Lavender provides the data on your recipient and their company, including personality insights, social data, recent news, events, funding announcements, tech stack, job listings, and more. You can use those details to generate personalized intros to get even higher reply rates. It will also provide granular coaching insights to help you polish your skills.

Use it to improve and personalize your emails 

Drip Scripts

If the emails written by AI aren’t good enough for you or you want someone to create a whole sequence for you, try Drip Scripts. 

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

EmailAnalyzer

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 automated email tools don’t set off any 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 to, then showing you a report within a minute. It’s incredible and well worth checking out.

Use this to make sure your email doesn’t end up in the junk folder

Subject line generator

In case you’d like some help with subject lines too, check out our Subject line generator. It’s super-easy to use. Just pick the suitable category, provide a few keywords to customize your subject line, and instantly get a few ready-to-use subject lines.

The tool relies on the proven subject line formulas to make sure your emails get the maximum amount of opens. 

Use it to craft irresistible subject lines for your cold emails

Social selling

You can’t talk about sales automation technologies 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. If you want to use this channel to the fullest, here are some tools to consider.

Mention

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

Social Champ

Social Champ is a social media management tool supporting multiple social networks, including Facebook, Twitter, Instagram, Pinterest, LinkedIn, and Google My Business. With next-level automation features, such as bulk upload and Auto RSS feed, you can fully automate the social media processes that would take a lot of time. 

Social Champ also enables you to generate presentation-ready reports with beautiful graphs and charts customized with platform-centric metrics. Additionally, reply to all paid/organic comments, replies, and messages from one inbox. The pricing starts at $9/month.

Use it to support and streamline your social selling efforts

TexAu

A universal growth automation platform, TexAu can be of huge help to sales reps tapping into social media to generate leads. It allows you to build powerful automation workflows across over ten platforms including LinkedIn, Facebook, Instagram, Twitter, and, Google. The workflows range from data collection to automated engagement and social media interactions to grow your following.

You can then grab the collected data to pass it to your CRM or connect to 1000+ other apps (including Reply!) to build more amazing automations across your toolset.

Use it to automate sales activities on social media

Sales productivity

While you might have added a few of the listed tools to your sales stack by now, there are still plenty of tasks and activities that can be automated. After all, salespeople spend only 35% of their time at work actually selling. The rest of your time might be consumed by activities that won’t affect your bottom line. Here are some tools for sales and marketing that might help with your overall productivity.

Uniqode

Networking is an integral part of the job for sales, yet the most overlooked part. Sales reps regularly attend trade shows, industry conferences, etc., where they meet prospects. They need to network with the prospects, exchange contact information, and follow up with them to close the deal.

Uniqode’s digital business card is an intelligent networking tool that lets you network efficiently and track interactions with your business card. You can easily share your digital business card as Apple and Google wallet passes, as a link, or via a scan. Your prospects can share their details in return with just a click. The leads collected are stored in a digital address book and can be easily synced with your CRM.

Use it to network efficiently at events

Zapier

Ah, Zapier, the not-so-secret weapon for behind-the-scene, secondary sales automation. This clever tool allows you to create automations between over 3,000 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 to automatically send you a DM on Slack every time 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

Chili Piper

How long does it take you to get in touch with your inbound leads? It’s important to act quickly in sales, with studies showing that the longer it takes to respond to a prospective customer inquiry, the more likely you are to lose that customer.

Chili Piper helps is an automated scheduling tool that reduces those response times to zero, allowing inbound leads to book a meeting instantly. They can either select a convenient time from your appointment calendar, or they can even start a phone call right away, dialing through and being routed to one of your reps (based on your criteria).

Of course, it’s likely that you’d be overwhelmed if everyone visiting your site decided to call you at once. That’s why Chili Piper helps qualify your leads for you. By filling out a form on your site, your best sales leads are given the option to call you instantly, while other leads can book their meeting. Either way, you reduce your response time and get to spend more of your time talking to high-intent, qualified leads.

As you’d expect, Chili Piper provides you with reporting and visibility into your pipeline. You can see how many people filled out the form, booked a meeting, or made a call. You can also see how many then canceled or rescheduled their calls, allowing you to identify (and fix) any holes in your funnel.

Use it to speak instantly with your high-intent qualified leads

Ambition

Ambition is a tool for managing the sales performance of your team. It allows you to 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

Lystloc

Seamless task management and automated reports are the keys to sales productivity as they save your time and streamline the sales process. Lystloc is a sales productivity tool that helps you achieve your sales goals with these features. Not only that, it is a real-time location intelligence and analytics platform with live tracking and reporting capabilities. Location-based attendance and location hierarchy modules are the key highlights of Lystloc which differentiates it from other tools in the market.

Imagine if your field sales employees can mark attendance, travel to client locations (which you can track in real-time), and send you meeting updates via a single app. On the other hand, you get business insights from Lystdata – the Automated Reporting feature of Lystloc based on which you can build strategies that work.

You can visualize everything that your sales team does through this tool and ensure they deliver their best.

Use it to track, assign tasks, and get updates from your sales team easily.

Cirrus Insight

A powerful Gmail/Outlook add-on, Cirrus Insight promises to free you from trivial CRM tasks and activities. Aimed at Salesforce users, the sales productivity platform features the ability to sync emails and meetings with leads in the CRM, automated scheduling, buyer signal tracking, and plenty more.

It also offers a convenient sidebar and mobile interface to ensure that you’re always one click away from your tasks and always have the required data at hand.

Use it as a sales automation CRM

PandaDoc Payments

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 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 $19 per user per month, that’s a deal that anyone can get behind.

Use it to simplify collecting payments

Process Street

Process Street workflow software makes documenting and tracking your recurring processes and workflows easier than ever. Using super-powered checklists, Process Street lets you build out your sales processes in as much detail as needed, down to the smallest task. 

Within the process, you can assign sales team members specific tasks, set dynamic due dates, and use conditional logic to determine “if this then that” variables. You can then use Zapier to integrate Process Street with your team’s other salesperson tools, CRMs, or collaborative platforms, in order to automate as much of the sales process as needed.

Use it to document and track your recurring processes

Proposify

While generating leads and nurturing them are both important parts of the sales process, if there’s one thing we learned from our favorite sales movies, it’s that coffee is for closers. It doesn’t matter how many cold calls you make or emails you send; if you can’t close the deal then it won’t do you any good. That’s why the proposal is key.

Rather than sending hours designing the perfect proposal just to be ghosted, Proposify helps you build winning proposals that are in line with your brand in minutes. Then, rather than being left in the dark, you can see how your prospect is engaging with your proposal, with instant notifications and a deal dashboard that shows the most important metrics. That means you can reach out and engage with your prospect at just the right time.

It’s not just better for you though. Prospects also benefit from features such as easy electronic signatures (no more physically signing and scanning contracts) and interactive pricing that lets them tweak the contract within set parameters (no more endless revised proposals as you add and remove features).

Use it to streamline the proposal process and close more deals

Helpful extras

We might have run out of categories, but not the sales and marketing automation tools! Here are a few more helpful apps that can make your life as an SDR a ton easier.

Crystal

It’s hard to underestimate the importance of background research in sales. Yet, with thousands of leads in your pipelines, it’s impossible to not just find the required information for each one of them, but also keep it in mind all the time. 

Crystal can save the day by offering personalized insights on every prospect. With this handy Chrome extension, you’ll never have to come to the call unprepared. Using AI, it will predict the person’s DISC profile, helping you understand their personality traits, communication style, buying preferences, motivations, etc.

Use it to better understand your prospects

Calendly

A must-have for any SDR, Calendly streamlines the call booking process. Generate a unique link you can share with the prospects. Once they follow this link, they will see your availability and be able to book a suitable time slot in just a few clicks.

Calendly removes the friction by putting your entire meeting workflow on autopilot, sending reminders before the call and thank you notes afterward. And it’s completely free to use (if you just want the basics)!

Use it to easily book calls without the back-and-forth emails 

adam.ai 

Another helpful extra to assist with your sales meetings, adam.ai offers a place for teams to meet, create and collaborate on agendas, record decisions, and assign tasks. It also integrates with your calendar, video conferencing, file sharing, collaboration, project management, and other tools in your sales stack to fit into your sales processes.

Moreover, adam.ai integrates with the biggest two sales platforms, Salesforce and HubSpot CRM, to help a salesperson make the most out of their sales meetings, by managing meeting content for future reference, documentation, and collaboration purposes.

Use it to organize effective team meetings