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Top Rated Sales Force Automation Software with Data Import/Export in 2026

Verified reviewer profile picture
Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: March 2026

Data import/export enables efficient data management, simplifies reporting, and supports seamless data migration. It enhances marketing efforts by allowing easy mapping of data points, ensures accurate territory management, and saves time by automating tasks. Our reviewers in sales force automation software rated this feature as important.

4 Best Sales Force Automation Software with Data Import/Export

  • Zoho CRM
  • ActiveCampaign
  • Salesforce Sales Cloud - Highest rated for data import/export
  • HubSpot CRM

See other top Sales Force Automation products with data import/export

How we picked the 4 top rated products

We chose the high-performing solutions on this list based on verified user ratings on our site. Depending on available data, qualifying products either had to be among the most user-reviewed or the most searched-for products in the sales force automation software category. They also needed to have sufficient reviews about data import/export, have a minimum user rating of 3 out of 5 for that feature, and show evidence of U.S. market presence. We then added a distinction for the product with the highest rating for data import/export based on our proprietary ratings and reviews. Sponsorship or client status has no influence on the selection of these products, but it may impact the order in which products appear.

Details for the 4 best products

Zoho CRM logo

Zoho CRM

4.3
(6.9K)
visit website

User insights about the data import/export feature

Reviewers indicate that Zoho CRM's data import/export capabilities are easy to use and support various formats, including Excel and CSV. They appreciate the seamless integration with other business suites like Google Apps and the ability to handle bulk uploads and downloads. Users report that the feature is useful for data migration and maintaining accurate records. However, some mention challenges with data duplication and the need for better integration with tools like Google Ads. They also value the security measures implemented during the data transfer process.
“What I really like about the Data Export and I port feature, is how you can by a click export data through so easily. It's very useful to have, and does the hard work to export data through to the system, and to the sales team so quickly and conveniently. Not only exports, but also imports and saves important data so that no information is lost.”
AG

Amardeep G.

Call centre

“Zoho CRM's data export functionality enables me to extract CRM data in various formats. and also Zoho CRM typically implements security measures during data import/export processes to protect sensitive information. ”
vg

vishal g.

ceo

Sales Force Automation key features coverage

Zoho CRM offers 6 out of the 6 key features for Sales Force Automation software identified by reviewers:

Sales Activity Management4.5
CRM4.6
Customer Database4.5
Contact Management4.4
Lead Management4.4
Lead Capture4.4

Pros and cons based on 6,964 verified reviews

51% of users rated Zoho CRM 5 out of 5 stars, while 4% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 6,964 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive sales management

Efficient client management

Effective customer tracking

Robust lead management

Scalable for various business sizes

Cons:

Frequent user issues

Inadequate customer support

Outdated user interface design

Need for performance improvements

Complicated navigation

See pros and cons details

Pricing

Starting price:$14 per user/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

ActiveCampaign logo
4.6
(2.5K)

User insights about the data import/export feature

Users report that ActiveCampaign's data import/export capabilities are straightforward and efficient. They find it easy to import customer emails and contacts, which speeds up the onboarding process. Reviewers appreciate the seamless integration with other platforms and the ability to automate data transfers via API. However, some users mention limitations in customizing export reports and challenges with field matching during imports. They also note that the import/export page can be difficult to navigate and would benefit from better user guidance.
“The Import/Export page is hard to read (never shows all imports--page doesn't seem to load correctly). There are some odd rules on the imports that will cause errors like being required to format dates a very particular way, and currency needing to be in cents.”
AM

Amanda M.

Client Success Operations Analyst

“Easy to import data but limited ability to make a customized report to export the exact data you want. Many times you have to export the canned data and then manipulate it further to get what you really want”
Verified reviewer profile picture

Karrie B.

Fractional COO

Sales Force Automation key features coverage

ActiveCampaign offers 6 out of the 6 key features for Sales Force Automation software identified by reviewers:

Sales Activity Management4.3
CRM4.3
Customer Database4.8
Contact Management4.5
Lead Management4.5
Lead Capture4.4

Pros and cons based on 2,560 verified reviews

67% of users rated ActiveCampaign 5 out of 5 stars, while 2% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 2,560 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Effective sales funnel creation

Supports business growth

Robust automation features

Efficient client management

Comprehensive lead management

Cons:

Frequent performance issues

User experience problems

Limited landing page options

Complex navigation and switching

High costs and complexity

See pros and cons details

Pricing

Starting price:$15 flat rate/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

Salesforce Sales Cloud logo
4.4
(18.7K)

User insights about the data import/export feature

Reviewers appreciate Salesforce Sales Cloud's data import/export capabilities for their ease of use and efficiency. They find it simple to import data from various sources, including CSV files and other databases, and to export data for analysis and reporting. Users report seamless integration with tools like Excel and Google Drive. However, some mention occasional issues with data completeness and the need for better synchronization with products like QuickBooks. They also note that the process can be less intuitive for new users.
“The Data Import/Export feature in Salesforce Sales Cloud is incredibly useful. It allows me to quickly and easily import and export data, saving me time and effort. The feature is user-friendly and customizable, which is great for my business needs.”
GG

Gaurav G.

HR manager

“Very important feature for us, what I like about it is how it imports the data so quickly without doing it manually. The system does all the hard work for you, from importing data, to exporting the data through to the sales department.”
AG

Amardeep G.

Call centre

Sales Force Automation key features coverage

Salesforce Sales Cloud offers 6 out of the 6 key features for Sales Force Automation software identified by reviewers:

Sales Activity Management4.8
CRM4.6
Customer Database4.6
Contact Management4.5
Lead Management4.4
Lead Capture4.5

Pros and cons based on 18,765 verified reviews

55% of users rated Salesforce Sales Cloud 5 out of 5 stars, while 2% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 18,765 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive tracking capabilities

Effective client management

Robust CRM functionalities

Advanced sales management tools

Enhanced organizational capabilities

Cons:

Slow performance speed

Complex setup and configuration

Steep learning curve

Challenging user experience

Not ideal for small businesses

See pros and cons details

Pricing

Starting price:$25 per user/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

HubSpot CRM logo
4.5
(4.4K)

User insights about the data import/export feature

Users find HubSpot CRM's data import/export capabilities intuitive and user-friendly. They highlight the ease of importing contacts from various formats and the ability to integrate with numerous applications. Reviewers appreciate the seamless process of exporting data for analysis and reporting. However, some users mention difficulties with certain formats and the need for better handling of duplicates. They also value the feature's role in preventing human error and facilitating data migration from other CRM systems.
“The uploading is very convenient as our Lead Generation Specialists mine bulk leads everyday and just put it in an excel sheet and we can just drag and drop it to HubSpot. Plus, it automatically detects duplicates and updates the duplicates when there are new information like address change or contact number change.”
CI

Cliff I.

Deputy General Manager

“I imported contacts in a few different formats, from different softwares and it always delivered a hihj quality result ”
WP

Wiktor P.

Educator

Sales Force Automation key features coverage

HubSpot CRM offers 5 out of the 6 key features for Sales Force Automation software identified by reviewers:

Sales Activity Management
CRM4.6
Customer Database4.5
Contact Management4.5
Lead Management4.5
Lead Capture4.3

Pros and cons based on 4,451 verified reviews

61% of users rated HubSpot CRM 5 out of 5 stars, while 2% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 4,451 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Efficient lead tracking

Centralized client information

Comprehensive email tracking

Integrated sales and marketing

Versatile CRM functionalities

Cons:

Frequent technical issues

High costs for advanced features

Limited reporting capabilities

Inadequate user account management

See pros and cons details

Pricing

Starting price:$20 per user/per month|Free version:Available|Free trial:Not available

Prices may vary depending on the number of users and features.

Other Top Rated Sales Force Automation Software with Data Import/Export in 2026

Claritysoft CRM logo

Claritysoft CRM

User-friendly customer relationship management software

visit website
Claritysoft CRM is a customer relationship management software with which SMBs & large enterprises can manage lead, sales & pipeline activity efficiently

Read more about Claritysoft CRM

Users also considered
Zoho CRM logo

Zoho CRM

Customer relationship management solution

visit website
Use Zoho CRM to automate key sales tasks such as custom workflows, tasks, notifications and alerts, time-based actions, webhooks, custom functions and macros.

Read more about Zoho CRM

Users also considered
Bigin by Zoho CRM logo

Bigin by Zoho CRM

Category Leaders

Pipeline-centric CRM system for small businesses

visit website
Bigin's intuitive interface and powerful features simplifies sales management and promotes sales force automation. Features such as pipeline management, workflow automation, multi-channel communication, integrations, and dashboards helps businesses stay ahead of their sales targets efficiently!

Read more about Bigin by Zoho CRM

Users also considered
Inzant Sales logo

Inzant Sales

Mobile sales & Ordering platform that enables wholesalers

visit website
Inzant Sales is a mobile sales platform designed for wholesalers & manufacturers, including our mobile sales app, eCommerce website & full integration with your other core business systems. Inzant Sales helps save time, reduce costs and increases sales, enabling your business to grow.

Read more about Inzant Sales

Users also considered
Salesforce Sales Cloud logo

Cloud-based CRM and sales automation software

Use Salesforce Sales Cloud to automate daily sales tasks such as opportunity, lead, contact & partner management, workflows & approvals, & territory management.

Read more about Salesforce Sales Cloud

Users also considered
HubSpot CRM logo

CRM and lead management solution

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Read more about HubSpot CRM

Users also considered
Pipedrive logo

Cloud-based CRM solution for salespeople

Pipedrive is an easy to implement CRM software tool that helps you focus on the activities that drive deals to close.

Read more about Pipedrive

Users also considered
ActiveCampaign logo

AI-first marketing platform

ActiveCampaign is the AI-first marketing platform built to transform how marketers, agencies, and entrepreneurs work. Use Active Intelligence to power goal-aware automations and orchestrate personalized experiences across email, SMS, and WhatsApp.

Read more about ActiveCampaign

Users also considered
Nimble logo

Contact management & social relationship solution

Designed for SMBs, Nimble connects all contacts, calendars, communications & social interactions on one platform for streamlined communication & lead nurturing. It is a CRM tool for Office 365 and G-Suite that builds contact management solutions for teams and individuals. It does all the work by integrating with productivity apps such as inboxes and calendars, delivers a streamlined user experience, and was built to help business teams close more deals, faster.

Read more about Nimble

Users also considered
PandaDoc logo

Cloud-based tool for creating, editing and signing documents

Sales teams use PandaDoc's all-in-one document automation software to streamline the process to create, approve, and eSign proposals, quotes, and contracts.

Read more about PandaDoc

Users also considered
EngageBay CRM logo
Category Leaders

Integrated sales & marketing software for growing teams

AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster.

Read more about EngageBay CRM

Users also considered
Less Annoying CRM logo

For small businesses outgrowing spreadsheets.

A simple customer relationship manager made just for small businesses. Manage contact info, track leads, and never miss a follow-up.

Read more about Less Annoying CRM

Users also considered
NetSuite logo

AI-powered cloud-based business management suite

NetSuite is an AI-powered cloud-based business management suite. It helps organizations streamline their operations and gain real-time insights into their performance. The suite caters to a range of industries such as manufacturing, retail, and professional services.

Read more about NetSuite

Users also considered
Tidio logo

Aill-in-one customer support software with AI features

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.

Read more about Tidio

Users also considered
Ploomes CRM logo
Category Leaders

CRM platform that automates sales and business workflows

Ploomes automates sales operations end-to-end, helping teams track leads, follow-ups, and performance with real-time dashboards. Automate tasks, approvals, and proposals while integrating with ERPs, email, and analytics tools. Boost productivity, starting at $22/user/month.

Read more about Ploomes CRM

Users also considered
Odoo logo

All-in-one open-source business software

Odoo is an all-in-one, open-source business platform covering CRM, Sales, Accounting, Inventory, Manufacturing, and Projects. It’s fully integrated, customizable, and scalable for companies of any size or budget.

Read more about Odoo

Users also considered
Flowlu logo
Category Leaders

Work automation and team collaboration in one platform.

Flowlu’s sales force automation streamlines your sales process with lead tracking, automated follow-ups, and sales pipeline management. Automate routine tasks, track interactions, and gain real-time insights to close deals faster and improve team productivity.

Read more about Flowlu

Users also considered
monday CRM logo

Customer relationship management solution

monday CRM is a great sales force automation software for sales teams of every size. Automatically sync data from Salesforce or more than 40 other integrations and watch it turn into actionable tasks inside monday.com, without any manual effort.

Read more about monday CRM

Users also considered
Consensus logo
Category Leaders

Personalized video technology for sales & marketing growth

CONSENSUS delivers personalized video to each new stakeholder of a buying group, so they can learn about products/services in context, and on-demand

Read more about Consensus

Users also considered
Apptivo logo

CRM solution for managing customer accounts

Apptivo is a customer relationship management app that allows businesses to create and manage customer accounts with information such as contact information, website, annual revenue‚ address‚ number of employees‚ & more. Accounts can be associated with other records such as contacts or opportunities.

Read more about Apptivo

Users also considered
Freshsales logo

Sales management solution

Freshworks CRM Sales Cloud is a complete solution for sales teams to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights and nurture customer relationships. The Sales Cloud empowers sales teams with more time for selling by automating the sales process.

Read more about Freshsales

Users also considered
Keap logo

An all-in-one CRM, sales and marketing automation solution

Keap automates lead scoring, prioritizing, organizing & routing, and users can create custom quotes and proposals, automate pipeline updates, and more.

Read more about Keap

Users also considered
HubSpot Sales Hub logo

Freemium email productivity & tracking for sales teams

HubSpot Sales is a suite of inbox-based email tracking & productivity tools with which sales teams can build, automate, and accelerate their sales processes

Read more about HubSpot Sales Hub

Users also considered
Bitrix24 logo

All in one business management workspace

Bitrix24 is 100% FREEE sales force automation and sales team management solution used by over 12 million companies worldwide.

Read more about Bitrix24

Users also considered
Copper logo

The CRM designed for Google Workspace

Designed for businesses using Google Workspace (formerly G Suite), Copper keeps business relationships in one place, automates repetitive tasks, and helps you stay organized with projects and deadlines. Get started in minutes!

Read more about Copper

Users also considered

Key features for Sales Force Automation software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Sales Activity Management: Reviewers appreciate tracking sales team progress, generating reports, and gaining workflow insights, facilitating quick business decisions and performance predictions. 95% of reviewers rated this feature as important or highly important.
  • CRM: Users value centralized data, easy customization, and seamless customer interaction management. It enhances lead tracking, automation, and comprehensive relationship management. 93% of reviewers rated this feature as important or highly important.
  • Customer Database: Reviewers highlight the importance of maintaining and accessing detailed customer records, ensuring efficient data management, and supporting targeted marketing efforts. 92% of reviewers rated this feature as important or highly important.
  • Contact Management: Users find centralized contact information and interaction histories crucial for efficient sales cycles, consistent customer engagement, and preventing duplicate entries. 91% of reviewers rated this feature as important or highly important.
  • Lead Management: Reviewers emphasize organized lead tracking, efficient pipeline management, and automations for converting leads into opportunities, ensuring no potential opportunities are missed. 90% of reviewers rated this feature as important or highly important.
  • Lead Capture: Users appreciate the integration of forms, live chat, and tracking tools to capture potential leads from various sources, simplifying the lead acquisition process. 89% of reviewers rated this feature as important or highly important.