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Top Rated Sales Force Automation Software with Process/Workflow Automation - Page 2

Last updated: April 2026

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124 software options

Gong.io logo

Revenue intelligence technology for sales teams

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Gong.io is a revenue intelligence platform that enables stakeholders to centralize all revenue workflows, providing actionable insights and streamlining processes with purpose-built AI. Gong's capabilities include Gong Forecast, which enhances revenue operating rhythm with increased customer data to drive forecast accuracy and actionable insights across the organization.

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OptifiNow logo

Your CRM, Your Way – Tech and Service Beyond Expectations

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OptifiNow is a CRM solution designed for the mortgage industry. Its robust capabilities effortlessly accommodate various sales structures—be it retail, wholesale, or consumer direct. With versatile tech and unparalleled service, it's the ultimate CRM choice for the mortgage industry.

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RapidStart CRM logo

Simple Customer Relationship Management

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RapidStart CRM is a free sales and service application for essential business processes. Our low-cost add-ons like Project Management or Field Service build upon that to offer even more capabilities. Fully customizable and extendable to fit any need.

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Magileads logo

Business starts her

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Magileads is an automated sales prospecting & lead generation tool, designed to help sales teams protect & retain leads & transform new prospects into customers. Features include automated emails, reports and analytics, points scoring, prospect targeting, behavioral statistics & CRM integration.

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SalesWings logo

The maker of the B2B Studio for Salesforce Marketing Cloud.

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Lead scoring for Salesforce Marketing Cloud has arrived. Automate your lead qualification, ensure leads’ quality, and timely handover to sales with SalesWings B2B Studio for Marketing Cloud.

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Upnify CRM logo

Web-based customer relationship management (CRM) solution

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Upnify CRM is a customer relationship management solution that allows business owners to keep track of their contacts, maximize business opportunities, and make their conversations more productive. The software supports managers in all phases of the sales process, from the beginning to the end.

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Agendor logo

A CRM sales tool for internal and external teams

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Agendor is a CRM system for internal and external sales teams, with which users can create and manage sales funnels, monitor metrics, plan appointments through an activity calendar, view a customer map to plot smart routes, and more. Available in Portuguese for the Brazillian market.

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Numerik logo

Data-driven sales mastery at your fingertips

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Streamline your sales processes with Numerik's automation features. From lead tracking to closing deals, automate routine tasks, allowing your team to focus on selling and relationship building.

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Creatio CRM logo

New era CRM to manage all customer and operational workflows

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Creatio Sales is an AI-native sales management platform that helps businesses achieve sales excellence by providing a complete customer 360 view, automating lead and sales processes, running accurate forecasts, streamlining order and document management, and boosting team collaboration.

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Escala logo

CRM and marketing automation platform

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Escala is a marketing automation platform that helps businesses manage customers and streamline ad campaigns. Users can create landing pages and forms by customizing templates and publishing them according to requirements.

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Tidio logo

Aill-in-one customer support software with AI features

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Tidio is a customer engagement platform that helps generate leads, fuel your sales pipeline, and provide automated answers via rules-based chatbots (Flows) and conversational AI (Lyro). Grow your business by capturing leads, and passing them into your CRM.

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Salesmate logo

The most customizable CRM. Now with AI

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Salesmate is an AI-powered, flexible, modern CRM and Automation Platform to help your business attract, engage, and retain right customers.

Hottest features:

Sales Automation
Marketing Automation
Built-in Calling & Texting
Sandy AI
Custom Layouts and Modules
Sequences
Email Campaigns

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Modjo logo

Conversation intelligence software for business teams.

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Gain valuable insights into field activities at scale using our advanced conversational intelligence platform and supercharge your sales team's performance.

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Cognism logo

Accurate, compliant-first B2B data and sales intelligence.

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Cognism provides accurate, compliant-first B2B data and sales intelligence for teams growing across Europe and beyond. Trusted by thousands of revenue teams, Cognism helps you turn data into pipeline, without the noise.

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Zipteams logo

Cloud-based customer communication platform

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An Adaptive and integrated sales engine, empowering internal sales teams to leverage artificial intelligence to accelerate growth, efficiency, and close sales execution gaps.

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Salesflare logo

Intelligent CRM for small and medium-sized B2B businesses

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Salesflare is an automated CRM for small and medium sized B2B businesses, who want to sell more with less work. It automates your address book and timelines with customers, sends email sequences that help you reach out in a personal way at scale, and nudges you to stay on top of your leads.

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Groove logo

The first sales platform to make sales strategy actionable

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Groove is a market-leading sales engagement platform that enables sales leaders to execute their strategy in a smart, adaptive way. With Groove, revenue leaders can use automation to do more with less, driving greater efficiency and effectiveness across the customer lifecycle.

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Salesken logo

AI-based conversational intelligence tool for sales reps

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Salesken is a sales enablement software that helps businesses leverage artificial intelligence (AI) technology to generate leads and streamline client interactions through various communication channels. Marketers can determine customers’ intent and qualify prospects according to received insights.

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Tracker logo

We help recruitment firms grow and increase profitability

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Tracker offers an integrated applicant tracking system for Recruiter, Candidate and Client Success with a simple to use single place for sourcing solution to manage all relationships from any browser or mobile device.

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iSEEit logo

Salesforce opportunity management tool for complex B2B sales

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iSEEit is a native Salesforce app that empowers sales teams to close more deals by visualizing any sales qualification methodology and sales process, in order to better qualify opportunities.

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Decisions on Demand logo

Lead Assignment in Salesforce | Round Robin | Load Balancing

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Decisions on Demand is a Salesforce AppExchange app that automates complex Lead Assignment with Round Robin and Load Balancing. Supports Lead to Account Matching for Account-Based Marketing, territory assignment for accounts, opportunities and contacts and complex routing based on any field

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Resco Field Sales+ logo

Mobile access to Microsoft Dynamics 365 and Salesforce data

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Resco Field Sales+ is a comprehensive mobile solution designed to manage and optimize sales performance using mobile devices. The platform ensures that sales teams can access and update critical CRM data anytime, anywhere, even in remote locations with limited connectivity. With seamless integration with Microsoft Dynamics 365 and Salesforce, Field Sales+ provides a seamless workflow, simplifying data maintenance and keeping information up-to-date across all devices.

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iText logo

OCR, PDF and document management platform

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iText by Apryse is a software developer platform written in Java and .NET helps integrate PDF functionalities within applications or products.

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Togile logo

Cloud-based customer relationship management software

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Togile is a customer relationship management (CRM) software designed for small to large enterprises that assists with workflow automation, communication management, and analytics generation.

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Close logo

The conversation-first CRM for small, scaling sales teams

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Close is the sales engagement CRM that helps SMBs turn more leads into revenue. A true multichannel platform, Close lets you email, call, and text your leads from desktop. Go beyond sales automation with the CRM that helps you reach more leads, follow up more often, and close more deals.

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