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Sales Force Automation Software with Role-Based Permissions (2026) - Page 2

Last updated: April 2026

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93 software options

Claritysoft CRM logo

User-friendly customer relationship management software

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

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Act! logo

More than CRM - Your total relationship solution.

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Act! Advantage is an all-in-one, full front-office CRM solution that unites sales, marketing, and customer management.

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Close logo

The conversation-first CRM for small, scaling sales teams

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Close is the sales engagement CRM that helps SMBs turn more leads into revenue. A true multichannel platform, Close lets you email, call, and text your leads from desktop. Go beyond sales automation with the CRM that helps you reach more leads, follow up more often, and close more deals.

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Sage Sales Management logo
Category Leaders

The leading mobile CRM for field sales management.

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Sage Sales Management is the tool of choice for sales directors that are dedicated to improving the productivity of their teams. The success of the app is down to its 100% mobile first design, user-friendly interface, and high adoption rate. Now enhanced with AI.

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Creatio CRM logo

New era CRM to manage all customer and operational workflows

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Creatio Sales is an AI-native sales management platform that helps businesses achieve sales excellence by providing a complete customer 360 view, automating lead and sales processes, running accurate forecasts, streamlining order and document management, and boosting team collaboration.

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Salesflare logo

Intelligent CRM for small and medium-sized B2B businesses

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Salesflare is an automated CRM for small and medium sized B2B businesses, who want to sell more with less work. It automates your address book and timelines with customers, sends email sequences that help you reach out in a personal way at scale, and nudges you to stay on top of your leads.

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Capsule logo

Customer relationship management solution

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Capsule is an online CRM solution that helps businesses build stronger customer relationships, make more sales, save time, be more organized and collaborate.

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Maximizer CRM logo

Customer relationship and lead management solution

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Maximizer CRM is a lead management solution designed specifically for the unique challenges that sales teams and managers face. Teams can monitor and achieve revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center.

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OnePageCRM logo

#1 Action-Focused CRM Software for Small Business

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OnePageCRM converts the complexity of sales into a simple to-do list so you can convert leads to customers, reach targets & grow your business fast.

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Salesmate logo

The most customizable CRM. Now with AI

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Salesmate is an AI-powered, flexible, modern CRM and Automation Platform to help your business attract, engage, and retain right customers.

Hottest features:

Sales Automation
Marketing Automation
Built-in Calling & Texting
Sandy AI
Custom Layouts and Modules
Sequences
Email Campaigns

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Yesware logo

Sales Engagement Made Easy

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How sales teams do meaningful email outreach at scale.

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SugarCRM logo

Cloud-based customer relationship management (CRM) platform

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SugarCRM is an all-in-one CRM platform that aligns sales, marketing, and service teams to drive enhanced productivity and growth. It's a cost-effective, realiable CRM solution, highly regarded for its user-friendly design, and robust integrations.
Ideal for B2B medium to large-sized companies.

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vtenext logo

The easy all-in-one CRM for process automation

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Attract, contact, close deals and increase customer loyalty in an easy, efficient and automated way with vtenext, the all-in-one open source CRM to design and optimize your marketing, sales, post-sales and customer service activities.

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LeadSquared logo

Marketing automation and sales execution platform

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Sales Execution Platform built to help you sell faster. Prioritize leads & tasks, recommend actions, and help your team execute them.

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Zendesk Sell logo

All-in-one sales platform for sales teams.

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Zendesk Sell is a CRM software focused on empowering sales teams to win more deals. By automating tasks and data analysis, the all-in-one platform aims to help sales reps increase productivity while enabling sales leaders to provide the personalized coaching needed to accelerate performance.

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Outplay logo

Sales enablement platform with multi-channel sales outreach

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Outplay is a cloud-based sales enablement software designed to help organizations engage with the target audience and gain insights into business metrics to improve revenue and drive growth.

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Upnify CRM logo

Web-based customer relationship management (CRM) solution

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Upnify CRM is a customer relationship management solution that allows business owners to keep track of their contacts, maximize business opportunities, and make their conversations more productive. The software supports managers in all phases of the sales process, from the beginning to the end.

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servis.ai logo

Powerful, easy-to-use BOMP your whole team will love.

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FreeAgent CRM is a fully-featured CRM. Setup a task series based on triggers, such as a new lead assignment, to play out over weeks.

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Workbooks logo

A made-to-measure CRM for an off-the-shelf price.

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Workbooks is the provider of CRM apps designed for small and mid-size organizations. Our suite of software enables clients to accelerate sales growth, improve marketing execution, streamline business processes and improve the customer support they deliver.

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Perenso logo
Category Leaders

All-in-one field sales solution for sales reps and managers.

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Eliminate time-consuming tasks and allow your sales reps to spend more time with their customers. Perenso Field Sales provides an unmatched array of features including order management, route optimization, store compliance, content management, daily planner, customized reports, and more.

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Yetiforce CRM logo

Open source CRM system

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YetiForce is an innovative and versatile CRM system that collects all information related to the most important business processes, such as sales, marketing, projects, accounting, support, logistics, and many more. It is truly open source and always free-to-use for unlimited number of users.

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Quoter logo

Sales enablement for technology service providers.

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Quoter is a modern, cloud-based quoting platform that helps technology service providers sell more and get paid faster.

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SalesNexus logo

CRM, Sales and Marketing Automation for B2B Sales Teams

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Sales force automation that enforces consistent processes and improves pipeline reliability.

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Shape logo

Cloud-based CRM, sales & marketing automation software

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Shape is a cloud-based CRM, sales, & marketing automation software for businesses in industries such as legal, real estate, mortgage, finance, & education. Shape offers tools to manage & automate online marketing & promotions, capture and service leads from online sources, & more

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Rolldog logo

Customer relationship management solution

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Rolldog is a CRM and opportunity management solution that helps businesses better manage customer relationships, while proactively tracking and scoring leads and opportunities to help increase revenue, boost sales and marketing effectiveness.

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