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Top Rated Sales Force Automation Software with Search/Filter in 2026

Verified reviewer profile picture
Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: April 2026

A search/filter function allows users to efficiently locate and manage specific information such as leads, contacts, and assignments. It reduces work time, organizes data effectively, and provides quick access to necessary records and details. Our reviewers in sales force automation software rated this feature as important.

3 Best Sales Force Automation Software with Search/Filter

  • Zoho CRM
  • Salesforce Sales Cloud - Highest rated for search/filter
  • HubSpot CRM

See other top Sales Force Automation products with search/filter

How we picked the 3 top rated products

We chose the high-performing solutions on this list based on verified user ratings on our site. Depending on available data, qualifying products either had to be among the most user-reviewed or the most searched-for products in the sales force automation software category. They also needed to have sufficient reviews about search/filter, have a minimum user rating of 3 out of 5 for that feature, and show evidence of U.S. market presence. We then added a distinction for the product with the highest rating for search/filter based on our proprietary ratings and reviews. Sponsorship or client status has no influence on the selection of these products, but it may impact the order in which products appear.

Details for the 3 best products

Zoho CRM logo
4.3
(6.9K)

User insights about the search/filter feature

Reviewers indicate that Zoho CRM's search/filter functionality is user-friendly and customizable, allowing searches based on any field. They appreciate the ability to create and save custom filters, which can be shared within the organization. Users report that the search feature is accessible from almost every page, making it easy to find specific information quickly. While some mention occasional difficulties with finding certain items, most feel the search/filter capabilities improve data accessibility and streamline navigation.
“The search filter functionality is great you can customize it in almost any way you can think of. You can set these filters to be viewable by anybody in your organization, by you specifically or specific users. You have the option to even name each one of your search filters. You can use Zia to search across the entire Zoho platform. Major plus”
VM

Vincent M.

C.E.O.

“search/filter functionality is indispensable in Zoho CRM as it improves data accessibility, streamlines navigation, supports customization, and enables better decision-making and collaboration”
jd

joseph d.

accountant

Sales Force Automation key features coverage

Zoho CRM offers 6 out of the 6 key features for Sales Force Automation software identified by reviewers:

Sales Activity Management4.5
CRM4.6
Customer Database4.5
Contact Management4.4
Lead Management4.4
Lead Capture4.4

Pros and cons based on 6,964 verified reviews

51% of users rated Zoho CRM 5 out of 5 stars, while 4% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 6,964 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive sales management

Efficient client management

Effective customer tracking

Robust lead management

Scalable for various business sizes

Cons:

Frequent user issues

Inadequate customer support

Outdated user interface design

Need for performance improvements

Complicated navigation

See pros and cons details

Pricing

Starting price:$14 per user/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

Salesforce Sales Cloud logo
4.4
(18.7K)

User insights about the search/filter feature

Reviewers appreciate Salesforce Sales Cloud's search/filter capabilities for efficiently managing large customer lists and finding specific data. They find it intuitive and helpful for locating accounts, sales history, and generating reports. Users report that the search engine covers objects, reports, and leads, ensuring comprehensive data retrieval. They mention the advanced sorting and filtering options as valuable, though some note occasional difficulties with specific filters and duplicate results. Overall, users feel it enhances productivity and data management.
“Contact information, sales, dates , receipts, products and more will be in the search filter icon for whatever you need when u need”
Verified reviewer profile picture

Erika C.

Cna

“Searches and filters are used daily to sort through the many pieces of data that is uploaded across the country in this program. ”
VV

Vanessa V.

Inside Sales and Marketing

Sales Force Automation key features coverage

Salesforce Sales Cloud offers 6 out of the 6 key features for Sales Force Automation software identified by reviewers:

Sales Activity Management4.8
CRM4.6
Customer Database4.6
Contact Management4.5
Lead Management4.4
Lead Capture4.5

Pros and cons based on 18,766 verified reviews

55% of users rated Salesforce Sales Cloud 5 out of 5 stars, while 2% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 18,766 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive tracking capabilities

Effective client management

Robust CRM functionalities

Advanced sales management tools

Enhanced organizational capabilities

Cons:

Slow performance speed

Complex setup and configuration

Steep learning curve

Challenging user experience

Not ideal for small businesses

See pros and cons details

Pricing

Starting price:$25 per user/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

HubSpot CRM logo
4.5
(4.4K)

User insights about the search/filter feature

Users find HubSpot CRM's search/filter tools easy to use and effective for locating leads, contacts, and companies. They appreciate the ability to filter by various fields, such as sales stage and region, and the option to save and share filtered views. Reviewers highlight the universal search option and customizable filters as particularly useful. Some mention the need for precise input and occasional mixed results, but overall, they feel the functionality saves time and enhances efficiency in managing large volumes of data.
“Another loved feature! we can easily filter any company, contact records in bulk and even save it to a view and shared among teams. Filtering is rich in function to an extent where we can get lead/ contact information using any fields that are our records.”
AT

Abilashini T.

Business development strategist

“Search and Filter options are very much useful. I have used for filtering organizations and contacts by region, type (new , old), technology filter and find it very robust when there are millions of records in the database”
Verified reviewer profile picture

Uttam S.

Business Consultant

Sales Force Automation key features coverage

HubSpot CRM offers 5 out of the 6 key features for Sales Force Automation software identified by reviewers:

Sales Activity Management
CRM4.6
Customer Database4.5
Contact Management4.5
Lead Management4.5
Lead Capture4.3

Pros and cons based on 4,451 verified reviews

61% of users rated HubSpot CRM 5 out of 5 stars, while 2% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 4,451 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Efficient lead tracking

Centralized client information

Comprehensive email tracking

Integrated sales and marketing

Versatile CRM functionalities

Cons:

Frequent technical issues

High costs for advanced features

Limited reporting capabilities

Inadequate user account management

See pros and cons details

Pricing

Starting price:$20 per user/per month|Free version:Available|Free trial:Not available

Prices may vary depending on the number of users and features.

Other Top Rated Sales Force Automation Software with Search/Filter in 2026

Salesforce Sales Cloud logo

Cloud-based CRM and sales automation software

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
HubSpot CRM logo

CRM and lead management solution

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.

Read more about HubSpot CRM

Users also considered
Zoho CRM logo

Customer relationship management solution

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

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

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
Nimble logo

Contact management & social relationship solution

Designed for SMBs, Nimble connects all contacts, calendars, communications & social interactions on one platform for streamlined communication & lead nurturing. It is a CRM tool for Office 365 and G-Suite that builds contact management solutions for teams and individuals. It does all the work by integrating with productivity apps such as inboxes and calendars, delivers a streamlined user experience, and was built to help business teams close more deals, faster.

Read more about Nimble

Users also considered
PandaDoc logo

Cloud-based tool for creating, editing and signing documents

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
EngageBay CRM logo
Category Leaders

Integrated sales & marketing software for growing teams

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

Read more about EngageBay CRM

Users also considered
Less Annoying CRM logo

For small businesses outgrowing spreadsheets.

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

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
NetSuite logo

AI-powered cloud-based business management suite

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.

Read more about NetSuite

Users also considered
Gong.io logo

Revenue intelligence technology for sales teams

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

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

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
Odoo logo

All-in-one open-source business software

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.

Read more about Odoo

Users also considered
Flowlu logo
Category Leaders

Work automation and team collaboration in one platform.

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
monday CRM logo

Customer relationship management solution

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.

Read more about monday CRM

Users also considered
Consensus logo
Category Leaders

Personalized video technology for sales & marketing growth

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
Apptivo logo

CRM solution for managing customer accounts

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

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

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
HubSpot Sales Hub logo

Freemium email productivity & tracking for sales teams

HubSpot Sales is a suite of inbox-based email tracking & productivity tools with which sales teams can build, automate, and accelerate their sales processes

Read more about HubSpot Sales Hub

Users also considered
Bitrix24 logo

All in one business management workspace

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

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

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

Key features for Sales Force Automation software

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

  • Sales Activity Management: Reviewers highlight the ability to track sales team progress, monitor real-time activities, and generate detailed reports for better decision-making. 95% of reviewers rated this feature as important or highly important.
  • CRM: Reviewers emphasize efficient management of customer relationships, centralized data, automation, and integration with other systems to enhance business operations. 93% of reviewers rated this feature as important or highly important.
  • Customer Database: Users value the centralized storage, easy access, and management of customer information, which helps in analysis and targeted campaigns. 92% of reviewers rated this feature as important or highly important.
  • Contact Management: Reviewers appreciate the centralized database for managing customer information, tracking interactions, and maintaining detailed profiles for better client relationships. 91% of reviewers rated this feature as important or highly important.
  • Lead Management: Reviewers highlight the importance of organizing, tracking, and automating lead data to improve sales efficiency and follow-up processes. 90% of reviewers rated this feature as important or highly important.
  • Lead Capture: Users appreciate the integration with web forms and landing pages, which automates the process of capturing and importing leads for further action. 89% of reviewers rated this feature as important or highly important.