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Sales Force Automation Software with Quotes/Estimates (2026)

Last updated: April 2026

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Key features of Sales Force Automation Software

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

  • Sales Activity Management: Reviewers value tracking sales team progress, monitoring activities, and gaining real-time insights to enhance decision-making. 94% of reviewers rated this feature as important or highly important.
  • CRM: Users appreciate the ability to manage customer relationships, track interactions, and automate sales processes efficiently. 91% of reviewers rated this feature as important or highly important.
  • Customer Database: Reviewers note the importance of centralized customer information, ease of access, and integration with other tools. 91% of reviewers rated this feature as important or highly important.
  • Contact Management: Users highlight the centralized storage of contact info, tracking interactions, and customizable properties for better customer insights. 90% of reviewers rated this feature as important or highly important.
  • Lead Management: Reviewers emphasize the ease of organizing, tracking, and converting leads, along with automation features. 88% of reviewers rated this feature as important or highly important.
  • Lead Capture: Users appreciate the integration with websites and forms for automatic lead capture and seamless follow-up. 87% of reviewers rated this feature as important or highly important.
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154 software options

Salesforce Sales Cloud logo

Cloud-based CRM and sales automation software

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

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HubSpot CRM logo

CRM and lead management solution

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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.

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Zoho CRM logo

Customer relationship management solution

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

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Pipedrive logo

Cloud-based CRM solution for salespeople

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

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ActiveCampaign logo

AI-first marketing platform

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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.

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PandaDoc logo

Cloud-based tool for creating, editing and signing documents

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

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EngageBay CRM logo
Category Leaders

Integrated sales & marketing software for growing teams

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

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Bigin by Zoho CRM logo
Category Leaders

Pipeline-centric CRM system for small businesses

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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!

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NetSuite logo

AI-powered cloud-based business management suite

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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.

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Ploomes CRM logo
Category Leaders

CRM platform that automates sales and business workflows

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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.

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Odoo logo

All-in-one open-source business software

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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.

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Flowlu logo
Category Leaders

Work automation and team collaboration in one platform.

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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.

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monday CRM logo

Customer relationship management solution

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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.

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Apptivo logo

CRM solution for managing customer accounts

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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.

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Keap logo

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

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

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Bitrix24 logo

All in one business management workspace

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

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Copper logo

The CRM designed for Google Workspace

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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!

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Nutshell logo

Sales, marketing and engagement platform

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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.

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Spotler CRM logo

The Powerful CRM for Growing Teams

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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.

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OpenCRM logo

A true alternative to Salesforce at a fraction of the price!

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Streamline your process from generating Leads through to closing Sales.
Use features such as custom views, action plans, email plans and workflow to automate many of those otherwise routine tasks and keep your sales team focused on their job, rather than data management.

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VipeCloud logo
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Sales CRM With Marketing Suite That Builds Rapport With You

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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.

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Insightly logo

Insightly is the modern, affordable CRM that teams love.

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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.

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Pipeliner CRM logo

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

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

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Agile CRM logo

Sales and marketing CRM for growing businesses

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Agile CRM combines powerful automation, telephony, web, mobile, email, social and scheduling features to effectively manage the entire customer journey

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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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