7 Sales Automation Software Solutions to Choose from in 2024

Let’s get something straight — sales automation software isn’t just a popular tool among large brands; it’s crucial for each and every business that wants to improve its sales in today’s volatile business climate. Why? Because it streamlines your daily operations, cuts down on tedious manual tasks and frees up your sales team to focus on selling.

With a singular goal to help you understand which solution fits your specific business needs and use cases so that you make the right choice for your team and your business, here is a round-up of seven handy sales automation software.

7 best sales automation software for 2024 and beyond

1. Telecrm

Telecrm is a complete sales CRM (customer relationship management) solution with automation capabilities that can help manage your entire sales process effortlessly. With features designed to streamline tasks like calling and regular follow-ups, Telecrm helps your team stay focused. It’s perfect for businesses of all sizes and can integrate with over 30 third-party tools to ensure seamless operations.

Additionally, its WhatsApp CRM feature allows you to engage with leads more effectively by running marketing campaigns, sending bulk messages and deploying chatbots, all on India’s most popular messaging platform. If you are looking for a CRM that enhances customer engagement and automates your sales tasks, Telecrm truly is a cut above the rest.

Key features

• Autodialer: Telecrm’s Autodialer feature helps your team increase the call percentage, with end-to-end tracking and recording of calls.

• WhatsApp CRM: Send personalised messages to your leads on one of the most popular channels in the country, set up a chatbot for resolving low-level queries and even send bulk messages with the official WhatsApp Cloud API.

• Automated lead capture: Automatically capture leads from multiple sources like your website, Facebook, WhatsApp and any other source in real-time.

• Task automation: Automate repetitive tasks such as sending welcome messages, assigning leads to callers, scheduling follow-ups and running drip marketing campaigns. 

• Set triggers and workflows: Easily automate tasks with customisable triggers and workflows, like enriching lead fields, transferring leads based on specific conditions or sending welcome WhatsApp messages when a new lead enters the system.

• Comprehensive analytics: With our Leaderboard feature, track and measure key metrics concerning the leads generated, calls undertaken and sales made in a given period. Also, generate custom sales reports instantly using any metric.

• Customisable CRM: Configure your CRM to fit your specific needs with custom sales pipelines, lead fields and team member roles (Root, Admin, Manager and Caller). 

Pricing

Telecrm’s pricing structure is simple and straightforward to accommodate the needs of all businesses.

1. Core CRM: Includes essential features such as Excel upload, Autodialer, call recording, follow-ups, reports and leaderboard

   • Quarterly plan: ₹849 per user per month

   • Annual plan: ₹599 per user per month (Save 30%)

2. Core CRM + WhatsApp Chat Sync: Includes everything in the Core CRM plan, plus WhatsApp chat synchronisation for your entire team

   • Quarterly plan: ₹1049 per user per month

   • Annual plan: ₹749 per user per month (Save 30%)

Add-ons: Enterprise plan is available for larger teams (100+ licences) with customised pricing and additional features.

For further details, visit Telecrm pricing.

2. HubSpot Sales Hub

HubSpot Sales Hub is an easy-to-use sales automation software designed to help teams build pipelines, close deals and manage their processes efficiently. Leveraging AI for valuable insights and automation capabilities helps enhance productivity and is ideal for businesses of all sizes. Its comprehensive suite includes email tracking, lead management and AI-driven insights, ensuring your team can focus on closing deals and driving growth with flexible pricing options.

Key features

• Lead management and prospecting: Manage leads and sales activities in one workspace

• Email templates and tracking: Use and customise templates and track email engagement

• Sales automation: Automate personalised emails and follow-up tasks

• Call tracking: Log and prioritise sales calls automatically

• Deal management: Streamline the sales process with AI-powered tools

Pricing

HubSpot Sales Hub provides a range of pricing plans to cater to different business needs and budgets:

• Free plan: $0 per month, includes contact management, deal pipeline, quotes, live chat and meeting schedule

• Starter plan: $15 per month per seat (billed annually), includes sales automation, goals, sales content analytics, payments and task queues

• Professional plan: $90 per month per seat (billed annually), you get everything in Starter plus prospecting, sequences, forecasting, custom reporting and playbooks

• Enterprise plan: $150 per month per seat, includes everything in Professional plus custom objects, predictive lead scoring, conversation intelligence and recurring revenue tracking

For further details, visit HubSpot Sales Hub pricing.

3. Zoho SalesIQ

Zoho SalesIQ offers versatile customer engagement tools designed to enhance sales, marketing and customer support interactions in your business. It helps achieve proactive customer engagement and detailed analytics, making it ideal for businesses seeking to improve efficiency and drive conversions. With real-time chat, seamless CRM integration, customisable chatbots and automated lead routing, Zoho SalesIQ helps enhance customer engagement and performance in your business.

Key features

• Live chat and visitor tracking: Engage with website visitors in real time, monitor their behaviour and respond promptly

• Automated lead routing: Automatically assign leads to the most suitable agents based on their activity and interests

• Customisable chatbots: Use low-code bots to handle initial customer interactions, answer common questions and collect data

• Real-time analytics: Gain insights into customer behaviour and engagement, helping refine marketing and sales strategies

• CRM integration: Seamlessly sync data with Zoho CRM for comprehensive customer management and targeted outreach

Pricing 

Zoho SalesIQ offers user-based plans that scale with your team. All plans include a 15-day free trial with no credit card required:

• Free plan: ₹0, includes 3 operator licenses, visitor insights for 10K visitors per month, 100 chat sessions per month and basic features like canned replies and file sharing

• Basic plan: ₹350 per operator per month (billed annually), includes 1 operator license, visitor insights for 50K visitors per month, 1000 chat sessions per month, advanced visitor information and chat routing

• Professional plan: ₹750 per operator per month (billed annually), includes 1 operator license, visitor insights for 100K visitors per month, unlimited chat sessions and real-time reporting

• Enterprise plan: ₹1,200 per operator per month (billed annually), includes 1 operator license, visitor insights for 200K visitors per month, unlimited chat sessions, chat translation and advanced AI features

For more details, visit Zoho SalesIQ Pricing.

4. Pipedrive

Pipedrive is a robust sales automation system designed to streamline your sales process and eliminate manual work. How? By automating repetitive tasks it helps sales teams prioritise high-priority leads and close deals faster. Pipedrive’s comprehensive automation features, user-friendly interface and powerful tools make it an excellent choice for businesses looking to enhance sales efficiency and boost productivity.

Key features

• AI-powered sales assistant: Offers personalised tips, notifications and progress updates to enhance sales performance

• Automation: Automate tasks like follow-up emails, deal creation and ownership transfers to prevent lead leakage

• Smart contact data: Instantly pull valuable information about contacts from various sources to better qualify leads

• Auto lead assignment: Automatically distribute leads to the appropriate sales reps based on predefined criteria

• Email templates: Utilise customisable email templates to maintain a personal touch while automating communication

Pricing 

Pipedrive offers several pricing plans to fit different business needs:

• Essential plan: $12 per user per month (billed annually). Includes lead, calendar and pipeline management

• Advanced plan: $24 per user per month (billed annually) along with all the Essential features plus full email sync, automation and meeting scheduling

• Professional plan: $49 per user per month (billed annually) comprising all the Advanced features plus AI-powered tools, contract management and revenue forecasts

• Power plan: $59 per user per month (billed annually) involving all the Professional features plus project management and increased control

• Enterprise plan: $79 per user per month (billed annually) consisting of all the features in the Power plan plus enhanced security and unlimited customisation

For more details, visit Pipedrive Pricing.

5. Salesmate

Salesmate is a dynamic sales automation tool that helps streamline sales processes and enhance productivity. It enables sales teams to automate repetitive tasks, manage pipelines and close deals more efficiently. With a robust set of features catering to various aspects of the sales process, from lead generation to sales management, Salesmate’s integration capabilities and automation features make it an excellent choice for businesses looking to streamline operations and boost sales efficiency.

Key features

• Automated workflows: Create custom workflow automation for tasks like email follow-ups, deal assignments and updates

• Smart email campaigns: Personalise and automate email campaigns based on customer behaviour and engagement

• Built-in calling & texting: Make calls and send texts directly from the CRM, with automatic logging and sales team tracking

• Sales sequences: Set up multi-step sequences to nurture leads and automate follow-ups

• Advanced analytics: Gain insights with detailed reports and performance analytics to optimise sales strategies

Pricing

• Basic plan: $23 per user per month (billed annually), including core sales automation features

• Pro plan: $39 per user per month (billed annually), includes advanced automation and integrations

• Business plan: $63 per user per month (billed annually), offers comprehensive sales and marketing automation software

• Enterprise plan: Custom pricing, includes all features with additional customisation and support

For more details, visit Salesmate Pricing.

6. Keap

Keap is a comprehensive CRM and sales automation tool designed to help small businesses streamline operations and manage customer relationships better with automated follow-ups, appointment bookings and more. By combining CRM, sales automation and marketing tools, Keap offers an all-in-one solution for businesses. Its robust automation capabilities save time on repetitive tasks, allowing you to focus on more important aspects of your business. The intuitive interface and features make it ideal for streamlining operations and enhancing customer engagement.

Key features

• Automated follow-ups: Automatically send personalised emails and texts to leads and customers

• CRM: Manage your customer data, track interactions and organise tasks

• Sales pipeline: Visualise and manage sales processes with customisable pipelines

• Appointment scheduling: Simplify scheduling with integrated booking features

• Payment processing: Automate invoicing and payment collection seamlessly

Pricing

• Ignite: $249 per month (billed annually) for 2 users and 1500 total contacts along with other features

• Grow: $329 per month (billed annually), for 3 users and 2500 contacts

• Max Classic Plan: $499 per month (billed annually) for 5 users and 5000 contacts

Note: These figures vary depending on the user licences you purchase. For more details, visit Keap Pricing.

7. Freshsales

Freshsales, part of the Freshworks software suite, is a powerful sales automation tool designed to help businesses manage their sales processes more effectively. It integrates CRM capabilities with advanced automation to streamline workflows and improve sales productivity. With AI-driven insights, customizable sales pipelines and integrated communication tools, Freshsales is ideal for businesses seeking a robust and scalable sales automation solution. Its flexible pricing plans make it suitable for businesses of all sizes, from startups to large enterprises.

Key features:

• AI-powered insights: Utilise AI to gain valuable insights and improve decision-making

• Lead scoring: Automatically score leads based on their engagement and behaviour

• Sales sequences: Automate personalised email sequences and follow-up tasks

• Pipeline management: Visualise and manage your sales pipeline with customisable stages

• Built-in phone & email: Communicate directly within the CRM with automatic logging and tracking

Pricing

• Free plan: ₹0 per month, including basic CRM features for small teams

• Growth plan: ₹749 per user per month (billed annually), including advanced CRM features and automation tools

• Pro plan: ₹3239 per user per month (billed annually), everything from Growth, plus, Contact Scoring by Freedy AI, Custom Sales Activities and a lot more

• Enterprise plan: ₹4899 per user per month (billed annually), you get everything in Pro, plus field-level permission, custom modules and a lot more

For more details, visit Freshsales Pricing.

Benefits of using sales automation software

Sales automation software can be a game-changer in that it’s not just meant to reduce manual work — although that’s a big plus. Its primary benefit is that it can automate everything from the first interaction with a lead to closing a deal, making the entire sales process much smoother, simpler and seamless. 

Here’s the scoop on the major perks of automating your sales processes.

Eliminate tedious tasks

Automating sales tasks isn’t just about saving time; it’s about saving your sanity. With sales automation software, those endless hours spent on data entry, lead tracking and managing follow-ups are not just reduced dramatically but are carried out with complete automation. This means your sales representatives can focus more on engaging with customers and closing deals, rather than getting bogged down by paperwork.

Minimise mistakes

Humans make mistakes, but the sales automation platform makes far fewer. When you automate data entry and other repetitive tasks, you minimise the risk of human error. This leads to more accurate data and better reports. In short, it ensures your team is being productive and your sales operations are running smoothly.

Enhance customer engagement

Sales automation tools help you respond faster and more consistently to your customers. Whether it’s sending out a welcome email or following up after a service query, automation ensures that every customer feels heard and valued. This consistency in communication builds trust and loyalty, which are crucial for long-term business success.

Scale without compromising quality

As your business grows, so does the workload. The right sales automation software scales with your business, handling increased demands without proportionally increasing your manpower. This scalability means you can grow your operations without compromising on the quality of your customer interactions or the productivity of your team.

Streamline sales processes

With sales automation, your team is always one step ahead. Automated workflows mean no more guessing about when to follow up or what to say. The system can prompt your team with action items and reminders, keeping everyone on track. This not only improves efficiency but also ensures that a potential sales opportunity never goes begging.

Best practices to make the most of your sales automation software

Implementing sales automation software can greatly enhance your sales processes, but to get the most out of it, you need to follow some best practices. Below are six best practices that will bode well for you when using your sales automation software:

1. Define clear goals: Before you start using sales automation software, it’s essential to know what you want to achieve. Whether it’s increasing conversion rates, improving follow-up consistency or reducing manual data entry, having clear goals will help you set up your system more effectively and measure your success.

2. Train your team: No matter how effective the software you purchase is, it’s only as good as the people using it. Make sure your sales team is well-trained in handling the automation software. Provide them with tutorials, hands-on training sessions and regular updates to ensure they can leverage all the features to their fullest extent.

3. Integrate with existing systems: Your sales automation software should integrate smoothly with your existing CRM, email and other business tools for seamless operation. This helps maintain data consistency, avoid duplicate entries and guarantee that all your tools work together harmoniously.

4. Regularly review and update: Sales processes and market conditions change over time. Regularly review your automation workflows and update them as needed. This helps in keeping your automation strategies relevant and effective, ensuring you’re always operating at peak efficiency.

5. Focus on personalisation: Automation doesn’t mean losing the personal touch. Use the data and insights from your sales automation software to personalise your communications with prospects and customers. Tailored messages and targeted follow-ups will significantly improve your engagements and conversion rates.

6. Monitor performance and analytics: Consistently track the performance of your automated processes using the analytics features provided by your automation software. Monitoring key metrics such as response rates, conversion rates and sales cycle length can provide valuable insights into what’s working and what needs improvement.

Summing up

Choosing the right sales automation software can be a game-changer for your business, enabling you to streamline processes, improve customer engagement and boost overall productivity. Here’s a quick look at the key features of the seven sales automation tools we discussed in this blog:

1. Telecrm

   • Autodialer and WhatsApp integration

   • Automated lead capture and task automation

   • Comprehensive analytics and customisation options

   • Pricing: Quarterly plan starts at ₹849 per user per month, Annual plan costs ₹599 per user per month

2. HubSpot Sales Hub

   • Lead management, email templates and sales automation

   • AI-powered tools and call-tracking

   • Pricing: Free plan available, Starter plan is $20 per month per seat

3. Zoho SalesIQ

   • Live chat, visitor tracking and customisable chatbots

   • CRM integration and real-time analytics

   • Pricing: Free plan, Basic plan is ₹350 per operator per month

4. Pipedrive

   • Sales assistant, smart contact data and auto lead assignment

   • Advanced analytics and email templates

   • Pricing: Essential plan costs $12 per user per month, Advanced plan is priced at $24 per user per month

5. Salesmate

   • Automated workflows, smart email campaigns and sales sequences

   • Built-in calling and texting, advanced analytics

   • Pricing: Basic plan is $23 per user per month, Pro plan costs $39 per user per month

6. Keap

   • Automated follow-ups, CRM and appointment scheduling

   • Payment processing and sales management

   • Pricing: Pro Plan is $159 per month while Max Plan is priced at $199 per month

7. Freshsales

   • AI-powered insights, lead scoring and sales sequences

   • Built-in phone and email, customisable sales pipelines

   • Pricing: Free plan, Growth plan is ₹749 per user per month

Why consider Telecrm as your top choice?

Telecrm has a feature set that’s perfect for everyone, from startups to big enterprises, especially for sales-driven organisations who sell to serve. It offers powerful automation and seamless integration with communication channels like WhatsApp, SMS and email. 

You get plenty of customisation options, such as setting custom lead fields and statuses and getting real-time analytics for calls and team performance. Plus, Telecrm helps businesses of all sizes streamline their sales processes and boost customer engagement, along with affordable pricing plans. 

• Ease of use: Intuitive interface that makes sales automation simple and effective

• WhatsApp integration: Connect with leads on their favourite channel, enhancing engagement

• Constant support: A dedicated support team to help you get the most out of our software

• Scalability: Flexible pricing plans that grow with your business

By choosing Telecrm, you can focus on what truly matters — building lasting relationships with your customers and closing deals much more easily. Don’t just take our word for it, book a demo today to see how Telecrm can completely change your current sales process and drive your business forward.