Best Sales Force Automation Software

Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today.

Creatio Sales is an AI CRM platform for sales automation built on Creatio’s no-code and agentic AI architecture. It enables organizations to manage the full sales cycle from lead and opportunity management to forecasting and deal closure within a unified system. At its core are AI agents that analyze customer data, prioritize leads, recommend next-best actions, and automate routine tasks across the pipeline. This helps teams increase productivity, accelerate deal cycles, and improve win rates with real-time insights and guided selling. The platform supports end-to-end workflows, including account and contact management, pipeline tracking, quotes, and collaboration. With built-in analytics and no-code tools, teams can quickly adapt processes and scale operations, delivering efficient, data-driven, and customer-centric sales experiences.

1CRM is the All-in-One CRM solution for your business. Available on the Cloud or On-Premise, with quote and orders management, calendar/email, project management, product catalogs, marketing automation, customer service, inventory management and more! Highly customizable to suit the unique needs of your business, including a free Mobile Client App 1CRM has got you (and your customers) covered, whether you are in the office, or on-the-go! A complimentary guided tour of the system, with a 30-day free trial offered to every client, you are sure to hit the ground running from day 1 of your 1CRM experience, with professional services and training available, onboarding could not be simpler.

HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, HubSpot's Smart CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your customers by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. The platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.

Zoho CRM delivers a basic and clean interface layout that has a variety of unique features that drive to help lead conversion rates. With an intuitive dashboard, the CRM can run 'macros' to streamline how a lead is contacted and tracked through the process of a sales. Administrators can monitor missed opportunities and best performing agent users, and also make business-impacting decisions using the sales report function.

Accelerate your business growth with Dynamics 365, the next generation of CRM and ERP applications. Unify your data. Get predictive insights. Achieve amazing results. Make smarter decisions. Take actions that drive your business. Find and build stronger relationships. Improve productivity and performance. Get a single view of customers. Find and nurture the right leads. Create connected customer experiences. Stay on top of market trends. Deliver positive customer experiences—faster. Optimize resources and help technicians be more efficient. Reduce operational costs. Redefine your traditional global financial management. Automate processes to increase efficiency. Decrease operational expenses and financial complexities. Move from reactive to predictive operations. Automate and simplify your manufacturing and supply chain management. Maximize the life of your assets. Unify your physical and digital commerce. Build brand loyalty through personal engagement. Exceed customer expectations.

ConnectWise CPQ, formerly ConnectWise Sell, is a professional quote and proposal automation software for IT solution providers. ConnectWise CPQ offers a wide range of tools that enables IT solution providers to save time, quote more, and win big. Top features include professional quote or proposal templates, product catalog and sourcing, workflow automation, sales reporting, and integrations with best-in-breed solutions like Cisco, Dell, HP, and Salesforce.

Get notified the moment a lead opens your email, track every interaction automatically, and organize all your activities in one place with HubSpot's sales software. Start for free, and upgrade as you grow. HubSpot's sales tools save time at every stage of the funnel. Queue up a sequence of personalized follow-up emails and reminders that get delivered automatically at the right time. Turn repetitive emails into templates, measure their performance, and share the best ones with your entire team. Get notified the instant prospects open an email, click a link, or open an attachment for timely, relevant follow-up with the hottest leads. Connect with prospects through live chat on your website, and eliminate back and forth emails and missed calls by sending a link that lets leads pick a meeting time that works for both of you. Eliminate manual entry as every lead’s contact info, email opens, and clicks get logged automatically. Automate time-consuming tasks like lead rotation.

Insitu Sales is a company that specializes in providing innovative sales solutions for businesses in the wholesale, distribution, and manufacturing industries. inSitu Sales provides a comprehensive mobile sales application that features route management, order taking, inventory management, other tools to streamline the sales process. Equip your sales teams with mobile devices and access to real-time data, enabling them to efficiently manage customer interactions, track inventory, and process orders on the go. Providing an all-in-one cloud based mobile order management system with ERP integration (QuickBooks®, Xero, SAP and Excel). Insitu Sales offers B2B eCommerce solutions designed to facilitate online transactions between businesses. Our B2B eCommerce platform provides a user-friendly interface where businesses can create their online catalogs, showcase their products, and enable customers to place orders directly through the platform.

Put your customers first and grow better with HubSpot’s AI-powered customer platform. Connect your front office teams through a complete view of the customer journey. Use AI-powered tools to deliver a seamless customer experience Easily adapt to emerging industry trends and technologies. Traditional CRMs alone aren't enough to drive growth. Most aren’t designed for customer connection, which is critical in an AI-driven world where customers can explore, evaluate, and buy with efficiency. HubSpot’s customer platform is so much more. It’s powered by Smart CRM that combines customer data with AI to help you adapt, products for engaging customers across the entire journey, and an ecosystem of integrations, education, and community. It’s built for businesses to connect with customers, and grow better.

Anaplan is an AI-infused scenario planning and analysis platform designed to help organizations make the right decisions quickly and with confidence. Its connected planning approach breaks down silos, aligning strategic, financial, and operational plans across the enterprise. With purpose-built solutions for industries like finance, manufacturing, healthcare, and retail, Anaplan enables agile forecasting, collaborative planning, and advanced reporting. The platform’s AI capabilities — including predictive, generative, and agentic AI — uncover hidden trends, accelerate insights, and improve productivity. Trusted by over 2,500 leading brands worldwide, Anaplan is recognized as a leader in both financial planning and supply chain planning by top analysts. By integrating data orchestration, modeling, and security features, Anaplan empowers teams to outpredict, outplan, and outperform.

ProSTART Custom ProSTART's Pre-Built Modules Deliver More Features in Less Time at Less Cost. ProSTART gets you up and running 2-3 times faster and less costly than Salesforce, Oracle or other similar “build-from-scratch” database management systems. ProSTART has a complete set of pre-developed database modules that accelerate the development and the deployment process. Each module is ready to go after minor customizations for your unique business.

With a single integrated application you can manage contacts, companies, projects, opportunities, activities, documents, resources, mailings, landing pages, online registrations, surveys, online procurement, and much more. Your team will achieve higher levels of productivity by centralizing the information and files (but with selective access rights per user), by using specialized applications to do certain tasks (like mass mailings), and by easily coordinating projects with internal and external persons. Your company will be able to maintain the knowledge and experience inside by storing the key business processes in templates and by re-using this know-how in such a way that is continuously improved and updated. All your business data can be stored on our system adapting to your data model (number, type, and name of fields) without programming, just customizing the application with forms that you can create.

Effectively buy & manage cross-media campaigns with a media buying solution built for advertisers and agencies. Maximize direct & programmatic revenue with a fully integrated ad sales solution for publishers and agencies. Allow stakeholders to conveniently plan, execute, and manage campaigns from your own branded self-serve ad portal. For direct and programmatic advertising with integrations to leading ad servers, ad exchanges, SSPs, and DSP’s. End-to-end features for print ad management with a comprehensive real-time booking calendar to easily manage campaigns. All core out-of-home advertising processes are covered including inventory and price management. ADvendio is built and operated on the Force.com® platform and therefore backed by the security and scalability of a trusted name in cloud computing. This platform helps us support business needs with powerful APIs and mobile-ready tools.

With the world leading commerce platform for Consumer Goods manufacturers and wholesalers. Covering all your field sales and distribution activities. Mobisoft brings your organization into the digital age by streamlining processes, getting the work done in less time, more profitably and more transparently. Mobisoft puts everything your sales and distribution teams need at their fingertips so they can work smarter and faster, while making your customers happier. Pre-built to the leading ERP, BI and CRM systems so you can seamlessly integrate your field data. Answer all your customers’ questions on products from a detailed product page including selling units, stock levels, last order date, last selling price, present photos and videos, and even product ingredients, instructions and any other information that will help you generate sales.

Experlogix CPQ software solution helps businesses streamline the quote-to-order processes. Designed to handle complex product configurations and pricing, Experlogix CPQ is great for manufacturers and businesses with intricate product offerings. Enable your sales teams to quote complex configurable products and services with accuracy. Experlogix CPQ manages product and service options, available feature combinations, pricing, and discounting, and automates quote processes, helping sales representatives quote fast and sell right – every time. Build and design products per specific customer needs, with features that help select, visualize, and specify options, making the process easy to control and navigate. The pricing function leverages logic-based rules to generate complex quotes that are accurately priced. Generate customized, accurate, and compelling quotes faster and ensure your sales reps are delivering exact prices and discounts at the highest possible margin every time.

Timeshare Software, from Magna, is a workflow process application software, all the modules are interconnected, streamlining your resort operations and activities. Focused on timeshare sales, vacation club sales, mixed sales offices and the tasks associated, MAGNA Timeshare Software management creates a guideline for your staff and information to flow through the sales process. Realtime Key Performing Indicator reports help make sure you stay on track. Magna Timeshare Software will enhance your executives, project directors, sales managers, OPC, telemarketers, contract and tour desk staff, and vacation reservation jobs, making them simpler, faster, and easier to do, and increased speed means higher profits and MUCH less stress. OPCs can book tours by calling the control room or directly on-screen by themselves. Prints or e-mail confirmation letters. Tracks solicitation performance. Reports sales by a solicitor, including closing percentage and volume per guest.