9 Best Sales Automation Tools That You Need To Try Out

In the fast-paced sales environment, it’s common to feel buried under a pile of emails, lead generation duties, and follow-ups.

Top it off with the fact that you’re in an aggressive industry that’s sales calls oriented. Everyone’s on a time crunch to contact prospects, convert them, and see if some of these could be transitioned to repeat opportunities.

Businesses, these days, lean on sales and workflow automation solutions to optimize performance, work activities and everything that can potentially save time.

Imagine having tools that handle the time-consuming tasks, freeing you to focus on what really matters—building relationships and closing deals. 

Talking about sales automation programs, they doesn’t just lighten your workload; as we mentioned earlier, just like any other digital automated solution, they also optimize your processes and help your team perform at its peak.

If you’re considering integrating automated sales tools into your operations, you’ve come to the right place. 

This detailed post showcases everything you need to know about sales automation tools, ranging over paid vs free sales automation software, explores how they work, and reviews some of the top platforms.

What Is Sales Automation?

Sales automation is the process of using tech stacks to perform often tedious tasks that help reduce manual time, error and effort.

Traditional sales automation had two primary goals:

• The first involves capturing and updating customer data, like pulling deal info from emails and incorporating them to account records.
• Secondly, workflow automation. Where actions in the sales process trigger once manual tasks, like sending quotes for approval.

As of 2025, there are more advanced sales software applications that use Generative AI for automation that focus on data analysis. Pipeline management is a perfect example where the sales automation software can trigger a warning where there is a deviation in the pipeline based on expected KPIs. The Generative AI component can deliver recommended remedial steps to keep up the KPIs subsequently!

What Are Sales Automation Tools?

Sales automation tools are platforms that automate essential components of your sales process. 

These tools may operate independently or as part of larger CRM systems. Their primary purpose is to eliminate inefficiencies while delivering data-driven insights, ensuring you’re always working smarter, not harder.

Examples of these tools include:

• HubSpot Sales Hub – Designed to streamline relationship management and automate critical sales tasks.
• Salesforce – Offers comprehensive customer data management to keep the sales process running smoothly.

These examples barely scratch the surface, so let’s explore how sales automation software works to simplify your day-to-day operations.

How Does Sales Automation Solutions Work?

At the basic level, sales automation updates data based on triggers.

With the assistance of Predictive AI, sales automation goes a step further, analyzing pipeline data and delivering predictions about the best actions to take on move deals forward.

If you incorporate Generative AI in the mix and you have the ability to automatically generate material like emails based on existing information which can speed up the whole process.

Here are the most important steps on how Sales Automation Works:

• Data is updated in real time, ensuring no missed opportunities.
• Data is analyzed, providing you insights that speed up the sales closure process.
• Data is used to create new things, assisting sellers at every step.

Common examples of sales automation includes:

• Contact Management
• Prospecting
• Opportunity Management
• Conversation Analysis
• Territory Management
• Sales Forecasting
• Quote Configuration.

Sales automation software and tools: features to look for in 2025

In 2025, you're really spoilt for choice as far as sales automation software and tools are concerned.

But our recommendation is to look for CRM software that unites customer data on one platform, updates that data in real time, uses analytics and AI, and ensures your data is secure and private. Here are the software solutions to look out for:

• A platform: Many sellers that even though sales tools work great on their own, the real pain begins when you need to bring all the information together. You can remedy this pain by unifying customer data on one platform, giving every team member a single view.
• Real-Time Data: The most relevant sales automation tools are those that have real time capabilities, so data is processed and available for consumption right after being captured.
• Predictive AI: Predictive AI helps by signaling you important sales KPIs. For example, if the platform detects a certain churn pattern in an existing customer it will provide you signals on what remedial actions to take to ensure your client doesn't churn.
• Generative AI for Sales: Look for solutions that can leverage your customer data, rather than just publicly available data, to create highly relevant and engaging sale material.

Best Sales Automation Tools That You Need To Integrate In 2025 and Beyond

With countless sales automation tools available, finding the perfect one can be overwhelming. 

Especially 

Below, we’ve compiled a list of some of the best options, including both paid and free sales automation software:

1. Trellus – Overall Best Sales Automation Solution For SDR Teams

Sales teams today are expected to manage high-pressure workloads while delivering excellent results. 

Often times, it includes making countless calls, juggling multiple platforms, and recording intricate details manually. Trellus.ai has emerged as a dynamic AI-powered sales enablement solution tailored to streamline these processes, helping teams not only achieve their goals but exceed them.

With a range of features aimed at enhancing productivity and driving higher conversions, the software is more of a game-changing sales automation software. 

So regardless of whether it’s real-time coaching, CRM integrations, or automated dialing, Trellus is designed to address the pain points sales teams encounter daily. 

In other words, it’s an AIO solution that doesn’t just automate your calling experience, but also optimizes your workflows from within the CRM environment, performance and overall conversion ratios.

Pricing Plans Designed to Fit Every Business

In terms of pricing, the platform offers flexible pricing models to cater to a variety of business needs, from startups usually exploring different tool options to large enterprises requiring tailored features.

Free Forever Plan

• Cost: $0
• Best For: Startups, small businesses, or teams evaluating Trellus before committing to a paid subscription.
• Features
  
  • Basic AI-powered calling functionalities.
  • Essential tools to get started with improving call quality and tracking outcomes.

The Free Forever plan is a great way for businesses to understand how Trellus fits into their workflow. It provides sufficient functionality to automate basic tasks and assess its benefits before transitioning to a premium plan.

Power Plan

• Cost: Starting at $39.99/month (when billed monthly).
• Best For: Small to mid-sized teams looking to scale operations with more advanced features.
• Features
  • Unlimited single-line dialing.
  • Voicemail drops across platforms for streamlined communication.
  • Access to call transcripts for training and analysis.
  • Automation tools to reduce manual workload and boost productivity.

The Power Plan equips sales teams with tools to optimize daily operations, offering significant time savings and more robust performance tracking in terms of sales teams' calls, activities, transcripts, etc.

Business + Enterprise Plan

• Cost: Custom pricing is available on request.
• Best For: Large organizations or enterprises with complex requirements.
• Features:
  • Advanced CRM integrations tailored to enterprise needs.
  • Enhanced AI-driven analytics and reporting.
  • Custom workflow automation for diverse team setups.

This plan is ideal for organizations requiring extensive customization and scalability to align this automated sales tool with their unique sales objectives.

Why Is This Tool Important In Terms of Sales Enablement?

From a general point of view, this platform is considered a holistic sales enablement resource designed to simplify workflows, improve conversations, and enhance conversion rates. 

The overall combination of different features reportedly addresses the frustrations of modern sales teams, including the inefficiencies of switching between multiple tabs or handling repetitive administrative tasks.

Here’s a closer look at the core functionalities that make Trellus an invaluable resource for sales professionals:

Seamless CRM Integration

Integrates with a wide range of CRM platforms, enabling sales teams to work within a single dashboard without needing to toggle between tabs. 

As a result, this streamlined approach reduces errors, saves time, and ensures all data is stored and synchronized seamlessly.

Efficient Autodialer with Workflow Optimization

Sales teams often struggle with the inefficiencies of manual dialing or switching between platforms. 

The automated single-line dialing transforms any traditional dialing system into a robust automated solution.

The workflow pause-and-resume feature allows sales reps to pick up where they left off without missing a beat. This ensures that high-priority leads are addressed promptly and efficiently, boosting productivity during busy workdays.

Advanced AI for Real-Time Sales Enablement

What sets Trellus apart is its innovative real-time AI coaching system. Powered by deep machine learning and natural language processing (NLP), the tool provides in-the-moment support during calls to help sales reps refine their conversational tactics and drive better outcomes.

Real-Time AI Coaching Assistance

The built-in AI actively monitors call patterns, tone, and behaviors, delivering actionable suggestions as conversations unfold. Whether it’s proposing alternative phrasing, offering rebuttals, or advising on persuasive techniques, this feature ensures that sales reps are always at their best.

Automated Call Transcripts and Summaries

This tool eliminates the burden of manual note-taking through automatic call transcriptions and post-call summaries. These summaries not only highlight key points discussed but also provide diagnostic insights to help sales teams improve over time.

Behavioral Analysis and Sales Tactics Enhancement

The platform’s integrated AI goes beyond monitoring—it actively learns from call data to refine its coaching suggestions. Sales reps receive continuous feedback, ensuring they’re always evolving and improving. 

Boosting Efficiency with Automation

Administrative tasks, while necessary, can hinder productivity if handled manually. 

The automation features eliminate much of this workload, allowing sales teams to focus their energy on value-driven activities.

Key Automation Features

• Auto Dispositions and Call Notes: Automatically categorizes call outcomes and logs detailed notes, ensuring accurate records without extra effort.
• Hands-Free Logging: Every interaction is logged automatically, providing a seamless experience for busy sales reps.
• Voicemail Drops: Leave pre-recorded voicemails across different platforms, saving time while maintaining a personal touch.

These features significantly reduce the time spent on repetitive tasks, freeing sales reps to focus on building customer relationships and driving conversions.

Enhancing Post-Call Engagement

The sales process doesn’t end with a single call. Trellus ensures that every lead receives timely follow-ups through its automated post-call workflows.

Email Summaries and Diagnostic Data

After each call, Trellus generates comprehensive email summaries that can be sent to prospects or stored for internal use. This feature provides clear next steps and highlights areas where improvements can be made.

Actionable Insights for Continuous Improvement

Detailed diagnostic reports allow sales managers to identify trends, highlight strengths, and address weaknesses across their teams. This continuous feedback loop ensures that teams are always improving and adapting to changing customer needs.

Key Features

• Real-Time Coaching: AI-guided suggestions during calls to improve conversational skills and increase conversions.
• CRM Integration: Stay within your preferred CRM dashboard for seamless data management.
• Auto Dispositions: Automatically record call outcomes and notes, reducing manual input.
• Call Transcriptions: Real-time transcription services for detailed records and analysis.
• Post-Call Summaries: Automated emails and insights to guide future interactions.
• Voicemail Drops: Efficiently manage follow-ups with pre-recorded messages.
• Workflow Pause/Resume: Easily manage ongoing tasks without losing progress.

2. Dealfront

Dealfront focuses on automating lead generation and prospect identification. 

As one of the best sales automation tools, it gathers data from website visitors and funnels it into your CRM, ensuring a steady stream of warm leads.

• Key Features
  • Comprehensive B2B company profiles
  • Automated lead routing to CRMs
  • Triggered alerts based on customer behavior

Dealfront’s ability to streamline lead generation makes it ideal for companies looking to scale their pipeline effortlessly.

3. Salesforce

Salesforce remains a leader in the world of CRMs and sales automation. 

The robust platform helps manage customer data, track interactions, and automate sales workflows.

• Key Features
  • Centralized customer database
  • Automated follow-up communication
  • Detailed sales reporting

While not free, its tiered pricing model caters to companies of all sizes, starting at $25 per user per month.

4. HubSpot Sales Hub

HubSpot Sales Hub is another all-in-one solution designed to combine CRM capabilities with powerful sales automation tools.

• Key Features
  • Email automation
  • Lead tracking and prioritization
  • Integrated sales reporting

Its intuitive design and generous free tier make it an excellent option for small businesses exploring free sales automation software.

5. Clearbit

Up next, we’ve got Clearbit on our list of the best sales automation tools.

Like other automated tools, this program also uses artificial intelligence to enhance lead intelligence and improve targeting strategies.

• Key Features
  • Real-time customer data enrichment
  • AI-powered audience segmentation
  • Integration with existing CRMs

Clearbit can provide detailed insights into customer behavior, helping refine your approach to potential clients.

6. Bombora

For organizations focusing on early lead identification, Bombora monitors intent signals to highlight accounts that are actively researching your industry.

• Key Features
  • Real-time intent data tracking
  • Integration with CRM platforms
  • Competitor analysis

This tool is ideal for businesses looking to gain a competitive edge through proactive engagement.

7. Clari

Clari automates data analysis to provide accurate sales forecasts and insights into team performance.

• Key Features
  • Machine learning-based sales predictions
  • Team activity tracking
  • Customized analytics dashboards

If your organization values detailed insights and forecasting accuracy, Clari is a standout choice.

8. Mailtastic

Mailtastic blends sales and marketing functions, creating cohesive workflows for email-based communication.

• Key Features
  • Automated email marketing campaigns
  • Integration with CRM data
  • Trigger-based communication

Perfect for businesses with intertwined sales and marketing efforts, Mailtastic simplifies customer outreach.

9. Brevo: An Affordable All-in-One Sales Automation Solution

Brevo is another top software that gives you a bang for the buck.

Even on it's free plan, it automates email, SMS, and WhatsApp, more mediums than some paid marketing software.

Brevo's Workflow Builder offers a ton of options, including conditions like A/B splits and actions like webhooks and CRM updates.

The platform is not just a marketing workflow builder, it's also a meeting scheduler and CRM tool. The CRM is pretty basic though and lacks flexibility. It offers a simple dashboard and sales pipeline and does not allow adding too much information about the leads in the pipeline.

If your goal is to find a starter CRM to manage low complexity contacts and deals, it's a great bonus automation feature.

Having said that the Meeting Scheduler is great as it automatically generates a booking page with unique URL that users can use to book a time on the vendors calendar.

The key features of these booking pages are:

• Fully Editable
• Customizable Profile Pictures
• Company Logos
• Colors
• URL Slugs
• Favicons
• Connect Outlook and Google Calendars to sync availability across your apps.

The only major downside of the platform is it's lack of scalability.

• Free plan comes with a limited 300 emails per day and have Brevo branding included in the delivery.
• The Starter plans costs $9 per month to remove the Brevo branding.
• The Business Plan that costs much higher provides pretty standard features like like A/B Testing, predictive sending suggestions, advanced click and added marketing channels like Facebook Ads and pop-ups.

Choosing the Right Sales Automation Solution

When selecting the best sales automation solution for your business, follow these steps:

1. Define Your Goals

Determine the specific outcomes you want to achieve. Whether it’s improving lead generation, reducing repetitive tasks, or boosting conversions, having a clear objective will guide your search.

2. Evaluate Features

Look for tools that meet your needs, such as CRM integration, advanced analytics, or intent tracking. Prioritize solutions that align with your workflow.

3. Trial and Monitor

Take advantage of free trials to test functionality and measure its impact on your operations. Use these insights to assess whether the tool delivers measurable improvements.