getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Software categoriesBlog & researchAbout us

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

Sales Force Automation Software with Process/Workflow Automation (2026)

Last updated: April 2026

Verified reviewer profile picture
Get free expert advice+1 (888) 216-6745
Call now for a one-to-one consultation in under 15 mins.

Sales Force Automation Software Key Features

    Based on 798 user opinions, we identified 6 features that are important for any product in Sales Force Automation Software

  • CRM

    Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

    Average user rating

    4.6

  • Customer Database

    A collection of customer information such as contact details, demographics, previous interactions, etc.

    Average user rating

    4.5

  • Lead Capture

    Automatically identify and save contact information of potential customers

    Average user rating

    4.4

  • Contact Database

    Centralized database of stakeholders and their contact information such as names, address, phone number etc.

    Average user rating

    4.5

  • Data Import/Export

    Import and export data to and from software applications

    Average user rating

    4.5

  • Third-Party Integrations

    Set up connections to third-party platforms to improve business processes

    Average user rating

    4.3
1 filter applied

Features

Integrated with

Pricing model

Devices supported

Organization types

User rating

120 software options

ActiveCampaign logo

AI-first marketing platform

learn more
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
PandaDoc logo

Cloud-based tool for creating, editing and signing documents

learn more
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
Bigin by Zoho CRM logo
Category Leaders

Pipeline-centric CRM system for small businesses

learn more
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
Gong.io logo

Revenue intelligence technology for sales teams

learn more
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.

Read more about Gong.io

Users also considered
Tidio logo

Aill-in-one customer support software with AI features

learn more
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

learn more
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
Flowlu logo
Category Leaders

Work automation and team collaboration in one platform.

learn more
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
Consensus logo
Category Leaders

Personalized video technology for sales & marketing growth

learn more
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
Keap logo

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

learn more
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
B2B Rocket logo
Category Leaders

Sales automation software

learn more
B2B Rocket helps businesses employ intelligent automation to enhance their sales approach. It offers a customizable AI agent for personalized interactions, optimizes meeting scheduling, provides comprehensive analytics, integrates with CRM systems, automates tasks, and offers flexible pricing backed by responsive support

Read more about B2B Rocket

Users also considered
Bitrix24 logo

All in one business management workspace

learn more
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
Nutshell logo

Sales, marketing and engagement platform

learn more
Nutshell is a comprehensive sales, marketing and engagement platform that helps B2B organizations win deals, and doesn’t require a full-time admin to manage. Every Nutshell subscription comes with unlimited CRM contacts, data migration assistance, and live support, all at a very affordable price.

Read more about Nutshell

Users also considered
Pipeline CRM logo

A Sales CRM Built by Salespeople for Salespeople

learn more
Setup custom workflow automations in your PipelineDeals CRM to automate repetitive tasks, notify key stakeholders, and eliminate productivity killers.

Read more about Pipeline CRM

Users also considered
Marketo Engage logo

AI-powered marketing automation platform

learn more
Adobe Marketo Engage is an AI-driven marketing automation platform designed to help teams scale personalized buyer engagement and manage omnichannel campaigns. The platform offers features including audience segmentation, lead scoring, dynamic content personalization, and native CRM integrations. It supports campaign execution across email, web, mobile, chat, events, and digital advertising channels while providing multi-touch attribution and analytics to measure marketing impact on revenue.

Read more about Marketo Engage

Users also considered
Spotler CRM logo

The Powerful CRM for Growing Teams

learn more
Really Simple Systems provides automated workflows that create a streamlined sales process to manage leads, sales forecasts and team performance. Manage and track your sales opportunities to prioritize your sales, with full visibility of your sales team's pipelines right through the sales process.

Read more about Spotler CRM

Users also considered
Kixie PowerCall logo

More Connections, Better Conversations. AI-enhanced RevComms

learn more
Kixie is a cutting-edge revenue communications platform designed to supercharge your team’s calling and texting capabilities. Kixie leverages AI and automation to streamline outreach, maximize efficiency, and drive real revenue growth — all while keeping the human element in every conversation.

Read more about Kixie PowerCall

Users also considered
Cognism logo

Discover, connect, and engage with qualified decision-makers

learn more
The leader in premium sales intelligence.

Read more about Cognism

Users also considered
Salesforce Marketing Cloud Account Engagement logo

Salesforce B2B marketing automation for marketing & sales

learn more
Use Salesforce Pardot to automate sales & marketing activities - nurture leads, assign leads, qualify leads, track prospect activity, & set up alerts & reports.

Read more about Salesforce Marketing Cloud Account Engagement

Users also considered
Liine logo
Category Leaders

AI-powered call tracking, marketing analytics and ad optimiz

learn more
AI-powered call tracking, marketing analytics and ad optimization platform built for multisite healthcare, dental and vet practices

Read more about Liine

Users also considered
VipeCloud logo
Category Leaders

Sales CRM With Marketing Suite That Builds Rapport With You

learn more
98% of customers rate VipeCloud's Value For Money at 4 stars and above!

VipeCloud is the Sales CRM With Marketing Suite that builds rapport with you. Automation, CRM, Email Marketing, Social, Texting, Video Email, and More.

VipeCloud is your all-in-one, easy to use, and powerful growth solution.

Read more about VipeCloud

Users also considered
Mixmax logo

Email communication & sales productivity application

learn more
Mixmax is an email communication & sales productivity application designed to help businesses convert prospects into customers through Gmail, Google Inbox, Google Calendar, Salesforce & Pipedrive using 1-to-1 communication, personalized email, workflow automation, email tracking, CRM sync, & more

Read more about Mixmax

Users also considered
Vanillasoft logo

Lead optimization platform for fast-response sales teams.

learn more
VanillaSoft is a lead optimization system for fast-response sales teams. It prioritizes warm leads, streamlines agent workflows, and ensures calls, emails, and texts get through—avoiding spam filters and blocked calls. Sales teams stay efficient, effective, and connected, closing more deals.

Read more about Vanillasoft

Users also considered
Outreach logo

Cloud-based sales execution platform for businesses

learn more
Built on the world’s largest foundation of go-to-market data, Outreach gives teams the tools they need to design, execute, and improve a revenue strategy. Outreach rep coaching is powered by an AI-virtual assistant that allows managers to coach and train their team and unlock seller productivity.

Read more about Outreach

Users also considered
Insightly logo

Insightly is the modern, affordable CRM that teams love.

learn more
Automate repetitive, manual tasks so your team can focus on what matters most. Eliminate the risk of human error. Reduce the number of redundant tasks and processes. Scale faster with email, reminders, onboarding stages, and much more.

Read more about Insightly

Users also considered
Pipeliner CRM logo

The Better CRM - Built For Sales, Used By Sales!

learn more
Pipeliner allows you to guide & support your salespeople through every aspect of the sales process and achieve a greater level of consistency and predictability

Read more about Pipeliner CRM

Users also considered