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Sales Force Automation Software with Customizable Templates (2026) - Page 5

Last updated: April 2026

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176 software options

SalesExec logo

SalesExec for Call Centers and Sales Teams

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Responding to your customers in under a minute has proven to increase the chances of making a sale by as much as 300%. ClickPoint uses guided selling and automated lead prioritization to remove the guesswork that hinders salespeople from winning more deals and reaching more of their prospects.

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Onaris logo

Sales platform

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Onaris is the sales software that guides and drives your performance toward brilliant results.

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BlueCamroo logo

All-In-One for SMBs - CRM, project management, and more

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BlueCamroo is a web-based online business productivity suite that helps businesses manage sales, customers, and projects more efficiently and profitably. It offers social network monitoring module that finds sales opportunities and spots service issues across Twitter, LinkedIn, and Facebook.

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Crescendo logo

Sales enablement & mobile content presentation platform.

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Stop switching between your various sales tools on your iPad - CRM, presentation tool, survey ui, etc. Crescendo allows you to plug-in all tools you need.

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Skylead logo

LinkedIn Automation, Cold Email Software, Lead generation

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Skylead is a cloud-based LinkedIn automation tool & cold email software designed to help sales reps, SDRs, marketers, recruiters, founders, and alike to help them streamline their outreach, book 3x more meetings, and scale up their business faster.

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Okalys logo

Sales enablement application

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A unique Sales Enablement mobile application to make your sales force effective in sales meetings.

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JeffreyAI logo

Sales and marketing automation & acceleration solution.

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JeffreyAI is a sales and marketing automation & acceleration solution that empowers sales leaders to build stronger customer relationships and boost revenue effortlessly.

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CRM.io logo

The All-in-One AI-Powered CRM Software

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CRM.io is an AI-powered CRM that streamlines sales and customer management with AI Agent, AI Cadence, Email Bot, Telephony App, WhatsApp Automation, RPA, and a B2B database. It enables multi-channel follow-ups, automated responses, live transcription, and smart recommendations.

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Nintex DocGen for Salesforce logo

Document automation for Salesforce (formerly Drawloop)

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DocGen - formerly Drawloop - is a document generation software designed to automate document processes in Salesforce with Dynamic Document Packages (DDP).

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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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Leadlovers logo

Cloud-based marketing and sales automation platform

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leadlovers is a cloud-based marketing automation platform designed to help businesses generate, nurture, and manage leads using personalized landing pages or email marketing streams across a selling funnel.

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Apparound logo

The all-in-one digital solution for your sales force

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Apparound is the all-in-one sales tool that digitize, accelerate and manage the entire sales journey, from the presentation of marketing materials to the configuration and collection of the order.

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Salesbook logo

Customizable sales tool for mobile sales teams

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Salesbook is an innovative presentation tool for mobile sales teams. With Salesbook, your team can analyze customer needs and present a customized solution in the field so customers can try it instantly.

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Aviso logo

Sales forecasting and data analysis

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Aviso is a sales forecasting and analytics software designed for medium and large enterprises looking for total revenue intelligence across all key sales functions. It uses algorithms and data science to provide both predictive sales forecasts and historical trend analysis.

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ExxpertApps logo

All-In-One Next Generation Enterprise Application in Cloud

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ExxpertApps is a cloud-based application which improves the business results in the areas of development, sales, marketing, and invoicing.It helps to manage, contacts, customers, providers, and enterprise communications.It is used by large and small enterprises as departmental and core systems.

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SPConnect logo

Designed for Commercial HVAC Service Contractors

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New to the market! This once-exclusive software designed for and by commercial HVAC contractors was made available to the open market in 2021!

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Saphyte logo

Marketing automation tool for small and midsize business

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Saphyte is a salesforce automation software designed to help small and medium businesses connect service and support teams to streamline sales and marketing operations. The platform allows managers to drag and drop widgets to create a personalized dashboard using pre-defined templates.

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Lime Go logo

Cloud-based lead capture platform for sales teams

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Lime Go is a cloud-based application that allows users to manage sales processes, engage with customers and collect leads. From any location, this fully customizable solution helps sales teams close more deals. It helps users schedule appointments, track activities and performance by channel, create quotes, manage invoices and payments, and more.

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Field Force Monitor App logo

AI-powered field automation solution

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Empfly Field force solution is a software platform that helps businesses manage and optimize their field operations, typically involving employees working outside of a traditional office setting. This solution offers several key features, including geo-fencing, face recognition, and custom form buil

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Conga CPQ logo

Deliver accurate quotes more quickly & create smarter deals.

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Conga CPQ enhances Salesforce automation by integrating advanced product configuration and quoting directly into CRM workflows, streamlining sales processes, improving data accuracy, and accelerating deal cycles within the Salesforce ecosystem.

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Results logo

Grow your business with Results

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Results is an all-in-one CRM for Service Operations and Field Service Management. The award-winning software streamlines operations, enhances customer relationships, centralizes information, and integrates with QuickBooks and other popular apps.

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Sparklane logo

Lead generation software

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Increase your revenue with sales intelligence. Predict is a complete and powerful lead generation solution for ETIs and large corporates

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Saleoid logo

Best CRM Software for leads, sales, marketing & billing

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Saleoid is the Best CRM Software for startups, agencies & SMBs an all-in-one platform to generate leads, manage sales, run marketing, and handle billing in one connected system. Starts at $5/month (2-year plan).

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Stageset logo

Organizing B2B sales to help close more deals faster

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Stageset enables B2B vendors to communicate with customers in a systematic manner that they can monitor and return to throughout the purchasing process.

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Cronberry logo

Marketing automation and lead management software

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Cronberry is a cloud-based marketing automation software devised to help businesses in travel, healthcare, education, real estate, insurance, banking, and other industries manage teams, marketing activities, performance evaluation, and more. The platform lets organizations send personalized messages and emails to promote products, services or offers across multiple channels via a unified portal.

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