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Sales Force Automation Software with Process/Workflow Automation (2026) - Page 4

Last updated: April 2026

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120 software options

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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Koncert logo

Multi-channel sales engagement with personalization at scale

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Koncert's Sales Engagement Platform delivers revenue and increases B2B sales productivity by up to 800%. We prioritize the best prospects for you to connect with at the right time with multi-channel communications, helping you to consistently exceed your goals.

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Infor CRM logo

Account-centric CRM for sales, marketing & customer service

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Infor CRM - formerly SalesLogix - provides a single platform to drive customer interaction and improve customer relationships and experiences. The software combines a range of multi-departmental functions such as marketing, sales, service, resource, and lead management features.

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Inselligence logo

The last sales tool you will ever need for your tech stack!

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Inselligence seamlessly integrates with Salesforce, using a patent-pending algorithm developed by industry experts to give you real-time access to your CRM data and immediate insights into your sales process's strengths, challenges, and potential improvements. Start Your 14-Day Free Trail today!

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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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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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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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C2CRM logo

Affordable, Robust & Easy to Use CRM

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C2CRM streamlines sales process by providing real-time information on leads, prospects and customers. It helps improve marketing efforts by tracking which marketing initiatives work and which ones do not. while streamlining the customer service by providing comprehensive customer information.

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Activation Studio logo

Amplify the power of Salesforce Marketing Cloud (SFMC)

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Marketing Cloud is a very powerful and extensive marketing automation platform and can be overwhelming. Activation Studio offers multiple quality-of-life improvements for Salesforce Marketing Cloud.

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Bearworks logo

AI-enabled sales conversation platform

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Bearworks is an AI-enabled sales platform that manages productivity with tools such as parallel dialer, automated voicemail drops, local presence numbers, and a virtual salesfloor. By integrating with CRMs, Bearworks helps teams connect, collaborate, and close deals.

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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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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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Collective[i] logo

AI-driven B2B sales and customer relations platform

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Collective[i] is a customer relationship management platform. It continuously monitors interactions with buyers and uses AI for data analysis to assist with sales decisions. Key features include constantly up-to-date CRM data, dynamic forecasts, risk updates, plus next and best action suggestions.

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CAS genesisWorld logo

The powerful & intelligent standard CRM solution

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CAS genesisWorld – the highly adaptable CRM software. Take your customer relationship management to the next level with CRM from the German market leader in CRM + AIA® for small and medium-sized enterprises.

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GlideCampaign logo

Marketing and sales automation platform

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GlideCampaign is an all-in-one white-label platform, expertly crafted for sales and marketing automation. It is a robust solution for agencies and small to midsize businesses.




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CAS Merlin CPQ logo

CPQ and AIA solution for empowered sales teams

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Reach the next level of agile, efficient sales with our CPQ + AIA software solution. Whether it's digital sales processes, custom-fit and customer-centric quoting, or guided selling with the help of smart CPQ assistants.

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Engage logo

Data-powered sales engagement platform for B2B teams

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Engage by ZoomInfo is a sales engagement platform for B2B teams that provides access to data on businesses, people, and organizations. It's designed to help sales teams intelligently find new opportunities and build relationships. With data-powered tools, Engage is designed to help sales teams connect with prospects at the right time. The platform provides automated emails, calls, SMS, and social connections that are initiated based on key market signals.

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Kennect logo

Automate your Incentive Compensation Management

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Kennect is an incentive compensation automation management solution that can manage sales performance management and compensation management.

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Salestrip SFA logo

Optimize your field sales with Salestrip

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Salestrip is a powerful SFA platform designed to transform field sales processes across industries such as Pharma & Life Sciences, Medical Devices, Diagnostic Labs, Animal Products, OTC, Generic Brands, FMCG, and CPG.

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FieldSense logo

Automate your field staff to enable smarter field operations

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Effortlessly manage your field force with FieldSense. It has a wide range of solutions that will simplify the daily workflow of the field staff. It will also provide managers with real-time data on field operations. Ultimately, it will increase productivity and fuel business growth.

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Cliky CRM logo

Sales Field Automation to Streamline Your Field Process

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Cliky CRM is a customer relationship management (CRM) solution that helps streamline all phases of the business process, minimizing the time that representatives need to spend on each phase and enabling users to build relationships with customers and close deals.

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TELUS Retail Execution logo

Drive sales and reduce costs with TELUS retail execution

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TELUS Retail Execution is an AI-powered sales force automation tool for CPG companies. It streamlines in-store activities, improves merchandising compliance, and provides field teams with sales recommendations to effectively drive revenue and reduce costs.

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IMPRINT logo
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IMPRINT- Field Force Management Software

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Imprint software is a web-based Salesforce tracking and management solution. The platform helps automate and streamline sales operations for businesses. Key features include lead management, referral tracking, sales forecasting, performance metrics, document and contact storage database management.

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Optymyze logo
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No-code data warehousing, processing and automation software

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Optymyze is a no-code data warehousing and automation software designed to assist businesses with application development, sales performance management, staff planning, financial forecasting, and workforce performance, among other operations from within a unified platform. It enables real-time collaboration across enterprises and technical teams via discussions, storyboard visualizations, and co-authoring co-editing, live editing, and file-sharing capabilities.

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