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Top Rated Sales Force Automation Software with Pandadoc

Last updated: October 2026

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16 software options

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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Salesforce Starter logo

Customer relationship management tool for SMBs

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Salesforce Starter is an all-in-one CRM suite designed to help growing businesses organize data, manage customer relationships, and gain valuable insights. The solution brings together marketing, sales, service, and commerce tools in a single platform.

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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.

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ActiveCampaign logo

Cloud-based marketing & sales automation for SMBs

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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Salesmate logo

The most customizable CRM. Now with AI

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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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.

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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.

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Coevera logo

Your sales process, visible, teachable and repeatable

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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servis.ai logo

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

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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HubSpot Sales Hub logo

Cloud-based sales CRM for teams of all sizes

HubSpot Sales Hub is a cloud-based sales platform covering lead management, deal tracking, CPQ, automation, and AI-driven analytics.

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ConvergeHub logo

Sales, marketing, customer service & billing CRM for SMBs

Nurture your leads, view their contacts, activity history, communication, closely manage your deals and win more sales.

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Spotler CRM logo

The Powerful CRM for Growing Teams

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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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.

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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.

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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!

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Zendesk Sell logo

All-in-one sales platform for sales teams.

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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