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 Role-Based Permissions (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.
Filter results

Features

Integrated with

Pricing model

Devices supported

Organization types

User rating

93 software options

Salesforce Sales Cloud logo

Cloud-based CRM and sales automation software

learn more
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
Zoho CRM logo

Customer relationship management solution

learn more
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
Pipedrive logo

Cloud-based CRM solution for salespeople

learn more
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

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
Less Annoying CRM logo

For small businesses outgrowing spreadsheets.

learn more
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
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
Apptivo logo

CRM solution for managing customer accounts

learn more
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

learn more
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

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
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
Copper logo

The CRM designed for Google Workspace

learn more
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
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
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
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 logo

Customer relationship management solution

learn more
Drive sales by automating your marketing efforts, delivering personalized, timely content to any channel or device. Track & report on data to evaluate results.

Read more about Salesforce Marketing Cloud

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
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
Tracker logo

We help recruitment firms grow and increase profitability

learn more
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.

Read more about Tracker

Users also considered