25 Sales Automation Tools 2025 [Reviewed and Compared]

Sales representatives spend only about 21% of their time actively selling, while 27% goes to administrative tasks. This means nearly three-quarters of valuable selling time is lost to manual processes. Sales automation tools are the solution – they help your team reclaim this lost time and refocus on what matters most: building customer relationships and closing deals.

The best sales automation tools simplify your sales rep’s jobs by automating repetitive tasks and streamlining workflows. This guide breaks down the best tools for each phase of your sales process, from lead generation to closing deals, helping you boost productivity and drive better results for your business.

Here are our favorite sales automation tools:

• Lead Generation: UpLead (160M+ verified contacts, 95% accuracy)
• Email Outreach: Reply.io (multichannel sequences with AI SDR)
• CRM Management: HubSpot (free tier available, advanced workflows)
• Proposal Creation: Prezi (engaging presentations)
• Workflow Integration: Zapier (8,000+ app connections)

Let’s dive into each category in detail.

What Are Sales Automation Tools?

Sales automation tools are software-based solutions that automate repetitive sales tasks and processes. They free up your team’s time and attention for more pressing tasks, such as maintaining post-sale customer relationships. These automation tools can significantly increase productivity and boost your business’s bottom line by eliminating manual data entry, automating follow-ups, and streamlining your entire sales workflow.

What Are the Benefits of Sales Automation?

Sales automation offers numerous advantages that directly impact your team’s performance and your company’s revenue. Here are the seven core benefits:

1. Increased Productivity and Efficiency: Sales teams save up to 2 hours and 15 minutes per day by automating routine tasks, allowing more time for actual selling activities.
2. Improved Lead Management: Automated lead scoring and nurturing ensure qualified prospects receive timely, relevant communication throughout the sales funnel.
3. Reduced Human Errors: Automation eliminates manual data entry mistakes, resulting in higher data quality and more accurate customer information.
4. Better Data, Analytics and Forecasting: Real-time insights and automated reporting provide actionable data for strategic decision-making and accurate sales predictions.
5. Enhanced Customer Communication: Personalized, timely outreach based on customer behavior and preferences improves engagement and conversion rates.
6. Revenue Growth and Faster Sales Cycles: Companies using sales automation see an average productivity increase of 14.5% and shorter time-to-close.
7. Better Sales and Marketing Alignment: Shared data and automated handoffs between teams create seamless customer experiences and higher conversion rates.

What Types of Sales Automation Exist?

Sales automation encompasses various categories of tools and processes. Understanding these six main types helps you identify which areas of your sales process need improvement:

1. Lead Management Automation: Automated lead capture, scoring, and assignment ensure prospects are quickly routed to the right sales representatives based on predefined criteria.
2. Outreach and Communication Automation: Email sequences, follow-up reminders, and multi-channel campaigns that trigger based on prospect behavior and timeline.
3. CRM Data Entry Automation: Automatic logging of calls, emails, meetings, and deal updates to maintain accurate customer records without manual input.
4. Call Analysis and Transcription: AI-powered tools that record, transcribe, and analyze sales calls to identify successful patterns and coaching opportunities.
5. Reporting and Forecasting Automation: Automated generation of sales reports, pipeline analysis, and revenue predictions based on real-time data.
6. Proposal and Contract Management: Automated document creation, approval workflows, and electronic signature processes to accelerate deal closure.

How Do You Choose the Right Sales Automation Tool? A Checklist

Selecting the right sales automation tool requires careful evaluation of your specific needs and requirements. Use this checklist to guide your decision:

1. Integration Capabilities: Ensure seamless integration with your existing CRM, email platform, and other essential business tools.
2. User-Friendliness: Look for intuitive interfaces that require minimal training and encourage team adoption.
3. Comprehensive Features: Verify the tool covers your most critical sales processes and pain points.
4. Scalability and Flexibility: Choose solutions that can grow with your business and adapt to changing requirements.
5. Analytics and Reporting: Ensure robust reporting capabilities that provide actionable insights into your sales performance.
6. Training and Support: Evaluate the vendor’s onboarding process, documentation, and ongoing customer support quality.
7. Value for Money: Consider total cost of ownership, including implementation, training, and ongoing subscription fees.

25 Best Sales Automation Tools to Boost Productivity in 2025

Ready to boost your productivity? This comprehensive list covers the best sales automation tools across every phase of your sales process. Each tool is designed to help you automate essential tasks and focus on what matters most – closing deals.

Tools for Lead Generation & Prospecting

Lead generation is critical to the success of any business, and these tools help you identify and capture qualified prospects efficiently.

UpLead

UpLead is a B2B lead generation and data enrichment platform that gives sales teams access to 160+ million verified contacts across 200+ countries. What sets UpLead apart is its 95% email accuracy guarantee and real-time verification system that ensures you’re not wasting time on bounced emails or outdated contact information.

Why UpLead Works for Lead Generation

I’ve used UpLead extensively for building targeted prospect lists, and here’s what makes it particularly effective: the combination of breadth and precision. While many tools force you to choose between volume and quality, UpLead’s database is both massive and meticulously verified.

Key features that drive results:

Prospector Tool with 50+ Filters: You can drill down to incredibly specific audiences. For example, I recently built a list of “VP of Sales at Series B SaaS companies using Salesforce with 50-200 employees in the Northeast.” That level of specificity took about 30 seconds to configure and returned 847 verified contacts.

Real-Time Email Verification: Every email is verified the moment you download it, not from some stale database. When UpLead shows a 95% accuracy rate, they mean it. I consistently see bounce rates under 3% on campaigns using their data.

Technographics and Intent Data: This is where UpLead gets really powerful for sales automation. You can target companies based on their current tech stack (like “companies using HubSpot but not Outreach”) or filter for buying intent signals. I’ve seen reply rates jump 40% when layering intent data into prospecting campaigns.

LeadFuze

LeadFuze operates as a B2B lead generation platform using a data licensing model. The platform provides access to comprehensive prospect databases with advanced filtering capabilities. Pricing is typically in the range of $10,000-20,000 per month based on data volume and requirements, making it suitable for enterprise-level operations with substantial lead generation needs.

Clay

Clay is an AI-powered prospecting platform that aggregates data from over 150 sources including Hunter, BuiltWith, and Apollo. The platform uses a “Waterfall Enrichment” approach, automatically trying multiple data sources until it finds the information you need. Clay’s AI agent “Claygent” performs web research tasks autonomously. The platform uses a credit-based pricing model, with the Starter plan beginning at $149/month (includes 2,000 credits).

Tools for Outreach & Engagement

Email and multi-channel outreach remain essential for sales success. These automation tools help you scale personalized communication effectively.

Reply.io

Reply is a sales engagement platform that helps sales teams automate their outreach across multiple channels while maintaining personalization. The platform now focuses heavily on AI with their “Jason AI” feature and offers comprehensive multichannel outreach including email, LinkedIn, SMS, and phone calls.

Current pricing with annual billing includes: Email Volume (starting at $59/user/month), Multichannel (starting at $99/user/month), and AI SDR (starting at $299/month). The platform ensures conversations remain personal and engaging while reflecting your developed sales strategy.

Overloop (formerly Prospect.io)

Overloop (formerly Prospect.io) is an AI-powered multichannel outreach platform for email and LinkedIn automation. The platform aims to be a simple, elegant prospecting tool for modern sales reps, focusing on reducing time spent on data entry tasks. Pricing information is available upon request after booking a demo, as no public pricing lists are currently available.

Growbots

Growbots is an AI-powered outbound sales platform with a database of over 180 million contacts. The platform offers multichannel campaigns and includes a “Concierge” service for hands-off lead generation. Growbots empowers sales reps to fully automate their outbound sales process while offering integrations with leading tools like Salesforce and HubSpot.

LaGrowthMachine

LaGrowthMachine specializes in multi-channel outreach automation, combining LinkedIn and email campaigns in unified sequences. The platform helps sales teams scale personalized outreach across multiple touchpoints while maintaining compliance with platform guidelines. Pricing starts at €50/month/user, making it accessible for growing sales teams looking to expand their outreach capabilities.

Yesware

Yesware helps sales teams optimize email management by providing sales automation tools directly in the inbox. These tools include email tracking, phone dialer, and sales automation features. Using post-contact data including open and reply rates, sales staff can make better decisions and take action based on those recommendations.

Tools for CRM & Pipeline Management

A CRM can be a powerful sales automation tool to enhance productivity while increasing sales and improving revenue. These platforms serve as the central hub for your sales automation efforts.

HubSpot

HubSpot offers an ambitious platform that covers marketing, sales, customer service, and CRM. The Sales Hub portion empowers sales teams with comprehensive automation features in one integrated platform.

Sales Hub pricing with annual billing includes: Free (€0), Starter (from €15/user/month), Professional (from €90/user/month), and Enterprise (from €150/user/month). Significant automation features like email sequences and workflows are available starting with the Professional plan. The tool serves as an all-in-one sales automation software helping sales professionals connect with more leads, close deals faster, and manage their sales funnels effectively.

Pipedrive

Pipedrive is a cloud-based CRM platform designed for sales professionals in scaling companies. The platform focuses on usability and transparency, providing a streamlined view of sales processes that helps sales staff save time on administrative tasks.

Pipedrive’s “When-Then” workflow builder enables powerful automation examples such as: “When a deal reaches a specific pipeline stage, automatically send a personalized email” or “When a deal is created, automatically schedule a follow-up activity.” Workflow automation is available starting with the Advanced plan. Current pricing with annual billing: Essential (€14), Advanced (€29), Professional (€49), Power (€64), and Enterprise (€99) per user/month.

Close

Close aims to be the CRM of choice for both startups and SMBs. By leveraging automation features, this tool helps sales reps close deals and be more productive.

By reducing time spent on data entry tasks, sales staff can focus more time on calling, emailing, and contacting prospects. Reporting tools also help team members closely monitor the most relevant metrics.

Zoho CRM

Zoho CRM serves as an all-in-one CRM solution designed specifically for small and medium businesses. The platform features “Zia,” an AI assistant that provides sales forecasts, suggests optimal contact times, and recommends workflow improvements.

Pricing with annual billing: Standard (€14/user/month), Professional (€23/user/month), Enterprise (€40/user/month), Ultimate (€52/user/month). A free plan is available for up to 3 users. Key integrations include Google Workspace, Microsoft 365, Slack, and Mailchimp, making it easy to connect with existing business tools.

Salesmate

Salesmate offers an all-in-one platform for small and medium businesses with integrated telephony and SMS capabilities. The platform combines CRM, sales automation, and communication tools in a single solution. Pricing starts at $23/user/month, making it an affordable option for teams looking for comprehensive sales automation without multiple tool subscriptions.

Freshsales

Freshsales aims to be your CRM of choice by offering automation features such as built-in email and funnel management. The platform claims to be “ready to go, easy to set up and use, and requires minimal customization.” While attractive to some sales teams, it may not offer the most customization options compared to other tools on the market.

Tools for Proposal Creation & Contract Closing

These tools streamline the final stages of your sales process, from creating professional proposals to securing electronic signatures.

PandaDoc

PandaDoc provides an all-in-one solution for automating document workflows including proposals, contracts, and agreements. Core features include a document editor, electronic signatures, and document analytics. Pricing with annual billing: Starter ($19/month/user), Business ($49/month/user). The platform integrates seamlessly with major CRMs including Salesforce, HubSpot, Zoho, and Pipedrive.

Whereby (formerly Appear.in)

Whereby (formerly Appear.in) is a browser-based video conferencing tool designed for sales teams conducting virtual meetings and product demonstrations. The platform focuses on simplicity by allowing users to create room links and invite participants without requiring software downloads. Current pricing: Free ($0), Pro ($8.99/month), Business ($11.99/month per host).

Prezi

Prezi is presentation software that uses motion, zoom, and spatial relationships to create engaging presentations. More than 100 million users have created presentations on the platform. The platform makes it simple for non-designers to create compelling presentations for prospects and leads using professional templates.

Venngage

Venngage is another great alternative to typical PowerPoint presentations. Their presentation software offers a beginner-friendly drag & drop interface with 100+ presentation templates (many free to use), an extensive stock photo library (synced with Unsplash), and over 40,000+ icons & illustrations. You can create professional-looking presentations in minutes without requiring a designer.

Tools for Analysis & Reporting

Data-driven insights are crucial for optimizing your sales process and making informed decisions about your automation strategy.

Coupler.io

Coupler.io simplifies sales data analysis and reporting by consolidating data from popular apps into user-friendly reports. It enables automatic data gathering and direct loading into Looker Studio, Google Sheets, Power BI, Tableau, and other reporting platforms. With numerous integrations available and no coding required, sales managers can create live dashboards, custom sales reporting templates, and sales funnel dashboards to gain a comprehensive view and identify areas for improvement.

Tools for Marketing Automation

Marketing automation can help make marketing campaigns more accurate and feed the sales funnel with qualified leads, creating a better ROI.

Marketing Cloud Account Engagement (formerly Pardot)

Marketing Cloud Account Engagement (formerly Pardot) was renamed in April 2022 as part of Salesforce’s Marketing Cloud unification, though its functionality as a B2B marketing automation platform remains unchanged. This B2B product from Salesforce helps marketers acquire more leads and populate the funnel while helping salespeople close more deals.

The platform aims to help marketers nurture leads, close a higher volume of deals, and maximize ROI from marketing activities.

Autopilot

Autopilot is visual software focused on customer journeys. Since it makes marketing automation visual, it’s an intriguing option for visual learners who want to capture and convert new leads.

The tool automates repetitive tasks and saves time across the board. After capturing leads via marketing initiatives, the sales automation platform simplifies educating, assigning leads, and booking appointments.

EngageBay

EngageBay offers comprehensive tools to help your marketing and sales team take things to the next level. With email marketing, lead generation tools, marketing automation, and more, EngageBay provides everything you need to streamline your sales process. All in all, EngageBay’s sales automation tools make it easy to manage your sales tasks.

Mailchimp

Mailchimp might be the best-known automation platform on the web. This email marketing service helps sales and marketing teams grow their business by getting their message out across multiple channels.

To ensure each campaign runs smoothly, sales teams can create unique campaigns, integrate their favorite tools, automate manual tasks, and optimize their efforts.

Customer.io

Customer.io makes it possible for sales teams to trigger emails, push notifications, and handle lead scoring, SMS, and webhooks, which helps personalize customer communication.

The app suggests that its platform can help sales teams lower churn, craft stronger relationships, and drive additional subscriptions.

Tools for Workflow & Task Automation

A range of manual tasks can occupy valuable time of sales professionals, reduce their productivity, and stop them from doing what they do best.

Zapier

Zapier is a web-based service that helps users integrate various web applications they use. With nearly 8,000 app integrations available, this tool significantly reduces hours spent on manual tasks.

By offering easy automation to busy people, Zapier moves information between web apps and helps sales staff focus on their most important tasks. Current pricing: Free (100 tasks/month), Pro (starting at $19.99/month).

IFTTT

If This Then That is a free web-based service that creates applets (chains of simple conditional statements). While it can be overwhelming initially, it can save significant time once mastered.

The platform helps connect the world by getting apps and devices to work together in new ways. Current pricing: Free (2 applets), Pro ($2.99/month), Pro+ ($8.99/month). You can pair various sales automation tools to help automate tasks and stay on top of sales and marketing activities.

Activepieces

Activepieces serves as an open-source alternative to Zapier with self-hosting capabilities. The platform offers 396+ integrations and follows an “AI-First” approach for creating AI agents. Cloud pricing includes: Free (1,000 tasks/month), Plus ($25/month for unlimited tasks), Business ($150/month). The self-hosting option provides complete control over data and customization.

If you’re looking for more in-depth reviews of suitable sales and marketing tools, you should check out OnlinebizBooster.

The Future of Sales Automation: AI Sales Reps

The trend in sales automation is moving beyond simple co-pilots to autonomous AI agents that can independently handle tasks like lead qualification, appointment booking, and data analysis. According to Gartner, 75% of companies will use AI-powered sales tools by 2025.

Salesforce leads this evolution with their “Agentforce” platform, which represents the next generation of sales automation where AI agents work alongside human sales representatives to handle routine tasks while humans focus on relationship building and strategic selling.

Sales Automation Tools: Conclusion

We hope you’ve enjoyed this comprehensive analysis of the best sales automation tools for boosting productivity and closing more deals. The landscape is diverse and competitive, so it’s worth investing enough time to find the right tool for your organization’s needs.

Remember that successful sales automation isn’t just about the tools you choose – it’s about implementing them strategically to support your sales process and team goals. Start with one or two key areas where automation can make the biggest impact, then gradually expand your automation strategy as your team becomes more comfortable with the technology.