
Sales Force Automation (SFA) software helps sales teams streamline their workflows and improve work efficiency.
It takes care of the repetitive administrative tasks, so your sales rep can focus on their job and convert more leads.
Below, I have shared the 15 best SFA software products with good reporting capabilities. I have covered the core functions and prices to help you compare their features.
What is Sales Force Automation Software and What Software is Best For You?
SFA software is a cloud-based platform that automates various sales tasks that typically take a chunk of your time, such as deal management, email follow-ups, and meeting scheduling.
It not only makes your workflow smarter, but it also summarizes key information to speed up the sales process.
Top Features to look for in SFA Software:
- Pipeline management.
- Workflow automation.
- Team collaboration.
- Analytics and reporting.
Let’s explore the top SFA apps and find the perfect tool for your sales team.
1. Pipedrive
Pipedrive offers a clean and intuitive interface to manage leads and contacts.
Your team will receive visual sales pipelines and sequence builders to automate repetitive tasks and track deals. In addition, Pipedrive delivers an AI-powered sales assistant to suggest better ways to deal with prospective customers.
You’ll get a mobile app to monitor pipelines, update deals, and communicate with your team.
One more thing. Pipedrive provides lead-boosting add-ons such as chatbots and web forms.
Core Features
- Visual sales pipeline.
- Lead management.
- AI-powered sales assistant.
- Emails, schedules, and calls.
- Advanced reporting.
- Integrations.
- Lead boosting add-ons.
- Mobile app.
Price
Pipedrive’s basic plan costs $19 per month. You can try it for free.
2. Close
Close is also an outreach automation software. It delivers all the essential tools, including email automation, customizable pipelines, and built-in calling and SMS.
The platform has tons of productivity features to improve your sales team’s performance. For example, they can send and receive emails directly from Close and get AI summaries to get instant information on leads.
Close also has a predictive dialer that automatically dials multiple numbers and routes live calls to the sales rep.
You can use Close on your smartphone and connect Zapier to extend the software’s functionalities.
Core Features
- Multichannel sales.
- Customizable pipelines.
- Email, SMS.
- Call automation.
- Predictive dialer.
- Collaboration.
- Sales automation.
- Team collaboration.
- Advanced reporting.
- Third-party integrations.
- Mobile Apps.
Price
Close’s subscription plan costs $29 to $149 per month. You can take a 14-days free trial.
3. ZOHO CRM
ZOHO CRM covers almost every stage of your sales operations. With this tool, you manage leads, automate emails, track sales pipelines, and more.
You can customize your dashboards and centerline your lead information. With sequence builder and Macros, your team can create follow-up threads and set up trigger-based automation.
One of ZOHO’s key features is Zia, the AI assistant, which helps predict sales trends, automate repetitive tasks and provide actionable insights.
Other notable features of ZOHO are multichannel communication, advanced analytics, and social media integrations.
Core Features
- Contact management.
- Deal pipeline.
- AI Assistant.
- Customizable dashboards.
- Advanced analytics.
- Social media integration.
- Multichannel communication.
- Workflow automation.
- Team collaboration.
- Sales forecasting.
- Mobile app.
Price
Zoho charges $20 to $60 per month for its CRM subscription. You can take a free trial.
4. Zendesk
Zendesk is a customer-focused app. It sells a suite of customer service products, which also includes a CRM for sales.
With Zendeks, you can gain visibility into your pipelines and track your sales goals with ease. You will get prebuilt dashboards to record customer interactions and identify opportunities.
Several collaboration and communications features are built into the system. You can create lead profiles and deals and score them for easy monitoring.
Your sales rep will get a mobile app with geo-verification features. They can check addresses and log visits remotely.
Core Features
- Custom pipeline.
- Email and calendar.
- Call tracking.
- Sales dashboards.
- Advanced reporting.
- Workflow automation.
- Communication and collaboration.
- Mobile apps.
Price
Zendesk charges $19 to $115 per month. You can take a free trial.
5. Salesmate
Salesmate specializes in lead management, email automation, and pipeline tracking. It provides lead generation tools like Live chat and built-in calling and texting features to communicate with qualified leads and customers.
You can assign tasks to the sales team and automate core workflows, such as follow-up emails. With lead scoring and deal pipeline, you can monitor your team’s progress and keep an eye on potential customers.
The platform has 45+ reporting widgets and forecasting tools to track goals and predict sales. You can customize your dashboard and integrate Salesmate with third-party applications like Google Workspace, Slack, and Zapier.
Core Features
- Mobile CRM.
- Lead management.
- Deal pipeline.
- Email and sales automation.
- Team collaboration.
- Built-in communication tools.
- Shared inbox.
- Advanced analytics.
- Service management.
- Customizable dashboards.
- Third-party integrations.
- Chrome extension.
Price
Salesmate monthly subscriptions range between $29 and $79. You can try it for free.
6. Numerik
Numerik is a field sales management app. It focuses on analytics and collaboration, providing real-time insights to boost team productivity.
Here, you can easily manage deal pipelines and monitor your sales performance. For team productivity, Numerik delivers gamification features and a management playbook to help them optimize their outreach strategies.
Your sales reps get instant access to targeted data to personalize their approach and improve customer interactions. They can also record quick voice notes and send live messages to others.
Core Features
- Sales targets.
- Forecasting.
- Pipeline management.
- Customer dashboard.
- Communication tools.
- Playbook.
- Rep commission tracking.
- Mobile App.
- Integrations.
Price
Numerik shares prices on request. Talk to sales for quotes.
7. Salesforce
Salesforce is widely used for sales automation. It provides a suite of different products to manage core functions.
You can use Salesforce to generate pipelines, handle leads, analyze data, and centralize customer interactions. It delivers personalized insights to help the sales team improve their processes and land more deals.
You can create tailored workflows on Salesforce and connect business tools like Slack and Gmail. Your team will get cloud-based tools with a mobile app to work from anywhere.
Core Features
- Lead, opportunity, and contact management.
- Mass email.
- Custom workflows.
- Sales pipeline.
- Dashboards and reports.
- Real-time insights.
- Cloud and mobile access.
- AI and automation.
- Collaboration.
- Third-party integration.
Price
Salesforce starter suite costs $25 per month. You can try it for free.
7. HubSpot Sales
HubSpot is another popular software for sales automation. It’s a global platform that comes with AI-powered tools and a wide range of integrations.
You’ll get a free CRM to get started and a prospecting workplace to manage leads. Features like email tracking, meeting scheduling, and live chat are built-in to make communication easier.
You can develop multichannel outreach sequences as well to automate communication and reduce manual work. With deal pipeline and AI assistance, you can track your team’s performance and offer coaching opportunities.
Sales analytics, forecasting, and conversion metrics are all available on HubSpot.
Overall, the software is great for managing customer relationships and automating workflows.
Core Features
- Free CRM.
- Contact management.
- Deal pipeline.
- Communication and scheduling tools.
- Workflow automation.
- Coaching and guidance.
- Call transcription.
- AI-Powered insights.
- Advanced analytics.
- Custom dashboards.
- Mobile app.
Price
HubSpot is free to use. The standard plan starts at $20 per month.
You can book a free demo.
8. Copper
Copper is built for Google Workspace. It syncs with Gmail and automatically logs emails and contacts, so you don’t have to manually update anything.
You’ll get a drag-and-drop builder for pipelines and triggers to automate emails. You can assign tasks to team members and manage both deals and projects.
With Copper custom pipelines and AI suggestions, you can optimize your outreach strategy and oversee sales activities.
The software is easy to use and supports unlimited contacts.
Core Features
- Google Workspace Integration.
- Automatic email and contact syncing.
- Deal and project pipeline.
- AI and automation.
- Team collaboration.
- Productivity tools.
- Reporting.
- Mobile App.
Price
You can try Copper for free. The starter plan costs $12 per month.
9. Instantly
Instantly is an email outreach automation software. It delivers lead management and deliverability tools to set up a contact database and optimize your campaign performance.
You’ll receive a CRM with an advanced sequence builder and reporting tools for campaign management and monitoring. Via email warm-ups, you can improve your sender reputation and make sure your emails reach your lead’s inbox.
Your sales team can handle unlimited email accounts and send as many warmup emails as they want. The software allows 25k contacts and 100k emails per day.
All in all, it’s a good app for cold emails and lead nurturing strategies.
Core Features
- Email automation.
- Advanced warmups.
- Lead database.
- CRM.
- Website visitor tracking.
- AI and automation.
- Team collaboration.
- Analytics and reporting.
Price
Instantly sells its CRM, warmup, and lead tools separately. The basic plan starts at $37 per month. You can try it for free.
10. Floww
Floww is well-suited for both B2B and B2C businesses. You can use it to optimize your lead and sales management processes.
It has a drag-and-drop interface, which makes it easier to organize deals, update pipelines, and prioritize tasks. You can tailor the system to meet your business needs and bring in your team to delegate leads.
Floww also delivers analytics and reporting. You’ll get visual charts and real-time analytics to oversee your team activities with ease.
Third-party integrations and mobile apps are available on Floww.
Core Features
- Lead Management.
- Custom Pipelines.
- AI and automation.
- Team collaboration.
- Customer relationship management.
- Reporting and analytics.
- Third-Party Integrations.
- Mobile App.
Price
Floww offers custom prices. Contact sales for the quotes.
11. SalesLoft
SalesLoft has powerful AI capabilities. With its smart tools and in-depth insights, you can forecast sales and manage pipelines.
Some of the things you can do with SalesLoft are email drafting, prospecting workflows, A/B testing, and deal tracking. Its AI assistant automatically summarizes key conversion data, giving you the information to prepare for meetings and calls.
Through SalesLoft’s shared dashboards, you can monitor sales activities and find opportunities to coach your team.
Core Features
- Sales forecasting.
- Workflow automation.
- Shared dashboard.
- Analytics and reporting.
- Rep coaching.
- Email automation.
- Pipeline tracking.
- Conversion metrics.
- Integration.
Price
SalesLoft shares prices on request. You can request a demo.
13. Nutshell
Nutshell combines sales, marketing, and collaboration to help sales teams work smarter. It delivers a contact database to capture leads and automation tools to manage campaigns and pipelines.
With Nutshell’s collaboration tools, your teams can work together, share updates, and stay connected. They can also transcribe calls and generate summaries.
You can easily customize your sales pipelines and keep an eye on key performance metrics to make data-driven decisions. Plus, you can connect your Gmail and Outlook to schedule meetings and automate emails.
Core Features
- Contact management.
- Sales pipelines.
- Team collaboration.
- Advanced reporting.
- Email marketing.
- Email and calendar sync.
- Task management.
- Third-party integrations.
- Mobile app.
Price
You can try Nutshell for free. The premium packages range between $19 and $89.
14. Salesblink
Salesblink is an AI-powered cold email software. It lets you send 500k emails per month and automate follow-up workflows.
Your team will receive built-in scheduling tools and a unified inbox to manage leads.
Via sales dashboard, you can get a real-time view of your team activities and campaign results.
Email warm-ups, personalization, and task management are some of its other notable features.
Core Features
- AI-powered email automation.
- Meeting scheduler.
- Customizable Dashboards.
- Unified inbox.
- Reporting and analytics.
- Task management.
- Team collaboration.
- Integration.
Price
Salesblink subscription starts at $29 per month. You can try it for free.
15. Oracle SFA
Oracle SFA makes sales processes easy and efficient. With its AI-powered tools, your team can confidently manage leads, track opportunities, and build better customer relationships.
The platform automatically updates customers’ data to save time and give recommendations to improve workflows. Sales reps will get interactive dashboards to find quick information and get valuable insights.
For the field staff, Oracle provides a mobile app with a built-in digital assistant and email integration. They can quickly make changes from their smartphone and extract updated data on the spot.
Core Features
- Contact management.
- AI and automation.
- Interactive dashboard.
- Digital assistant.
- Forecasting.
- Analytics and reporting.
- Mobile app.
- Integration.
Price
Oracle shares prices on request. Contact sales for the quotes.
Conclusion
Choosing the right SFA software can transform how your sales team works.
You can automate tasks to boost your sales rep productivity and streamline your operations to close more deals.
Explore the SFA tools mentioned in the list and pick the best software to automate your sales workflows. Good luck!