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32 Best Sales Automation Tools for Small Business

32 Best Sales Automation Tools for Small Business

Succeeding as a B2B sales professional is by no means an easy task. And in the digital era of today, online networking has the most significant impact on your career aspirations. Making your business shine through digital marketing platforms like LinkedIn and email can boost your sales by a considerable margin. However, to accomplish your sales targets, you need to follow a b2b sales strategy and acquire the right resources for marketing. The ideal solution: Sales Automation Tools!

What are Automation Tools and Why Small Businesses Need Them

Automation tools are online services that take the burden of internet marketing off your shoulders. They effectively expand your digital outreach, which in turn results in a massive increase in sales. As a small business or B2B sales professional, having such a service at your disposal could help you jump miles ahead of the competition. And with most of your repetitive sales prospecting task needs being automated, you will have the luxury of focusing on other vital aspects of the business, such as interacting with your clients. And that too by spending a measly amount compared to the revenue that’s bound to come in. 

If you came here searching for sales automation tools, chances are you’ve already come across a variety of such tools. But remember that not all automation tools are created equal. And the hundreds of sales process automation software available on the market are likely to overwhelm you. It is essential to be fully informed of the different variants to choose one that is best suited to your particular needs. 

We read user reviews, conducted research, and tested most of the sales automation tools out there to help you choose the best one. 

Top Sales Automation Tools for Small Businesses

Octopus CRM


Website: https://octopuscrm.io/

Starting price: $6.99

Rating on Capterra: 4.6/5

Number of reviews on Capterra: 242

LinkedIn is undoubtedly one of the most popular social media platforms among business owners and professionals. Having a decent number of connections on the platform coupled with modern tools to automate the sales process is crucial for B2B prospecting on the network. 

Octopus CRM, the leading sales automation system for LinkedIn, will help you perform monotonous LinkedIn networking and sales prospecting tasks with just the click of a button! Some of the tasks you can automate with Octopus CRM include sending bulk connection requests, auto-endorsing skills, auto-viewing profiles, sending mass messages, and more!


Website: https://aeroleads.com/ 

Starting price: $49

Rating on Capterra: 4.7/5

Number of reviews on Capterra: 34

The automated process of connecting with millions of people or companies can be found only in the best lead generation tool, and AeroLeads is one of them. These automation tools make the process of email marketing and digital marketing easier by spreading your content among your customers with one click. AeroLeads comes with an email finder and email verifier tool to grab the information points like name, email id, LinkedIn profile link, and other data points. You can further transfer the CSV/xlsx file with CRM tools like Salesforce, ZOHO, and Zapiers to manage it efficiently. To improve your marketing campaign, you can track the real-time data and make dashboards.

Therefore, if you want to ramp up your sales in the smallest period, AeroLeads is the best-automated lead generation tool for you!



Website: https://hunter.io/ 

Starting price: $0 

Rating on Capterra: 4.6/5

Number of reviews on Capterra: 356

If you’re looking for an email address to connect with a specific individual or company, Hunter is the perfect automation tool for you. With its dedicated email finder and domain search, it provides small businesses with the opportunity to contact anyone for potential deals. On top of that, the service comes with an email verifier that lets you send out an important message with certainty that it will reach its intended destination. 

HubSpot Sales


Website: https://www.hubspot.com/ 

Starting price: $50

Rating on Capterra: 4.5/5

Number of reviews on Capterra: 255

HubSpot Sales has garnered over 52,000 customers from across the globe, thanks to the robust sales tracking software that powers the tool. The software notifies users whenever a potential sales opportunity comes by and automates all sales interactions via email. This will help you wrap up deals a lot more efficiently, which will result in more sales opportunities in the future.  



Website: https://www.chorus.ai/ 

Starting price: Not Provided

Rating on Capterra: 4.7/5

Number of reviews on Capterra: 41

Chorus enables sales leaders to provide their reps with the ideal platform to improve sales and enhance customer service. The software allows you to record sales teams’ calls, thus promoting faster service and deal-closing. Many small business owners use it as a sales activity tracker.



Website: https://getprospect.com 

Starting price: $29

Rating on Capterra: 4.6/5

Number of reviews on Capterra: 14

GetProspect is another automation tool that allows you to find any email address you’re looking for. And with the right list of emails, approaching your target audience becomes easier than ever. The software also gives you the option to save sales prospects from LinkedIn. 



Website: https://www.everstring.com/ 

Starting price: $820

Rating on Capterra: 4.6/5

Number of reviews on Capterra: 5

Everstring is an impressive business database management system that makes use of artificial intelligence and machine learning. This advanced sales funnel software helps generate leads and insights, which could prove to be extremely useful for B2B business professionals. 



Website: https://www.clari.com/ 

Starting price: Not Provided

Rating on Capterra: 4.4/5

Number of reviews on Capterra: 12

Clari is a sales management software that automates many of your sales tasks through artificial intelligence. It provides an overall forecast for deals, allowing you to avoid enhance conversion rates and make smarter decisions as a B2B sales professional. Overall, this sales automation CRM lets you analyze data with ease and thus grab onto every sales opportunity that comes your way. 



Website: https://www.getresponse.com/ 

Starting price: $15

Rating on Capterra: 4.1/5

Number of reviews on Capterra: 225

GetResponse is one of the top B2B sales prospecting tools that allows you to sell products and services with ease. Its efficient email marketing allows B2B sales professionals to reach out to their target audience in an engaging manner. Additional features like landing pages and webinars are also greatly helpful in increasing sales. 



Website: https://www.uberconference.com/ 

Starting price: $20

Rating on Capterra: 4.5/5

Number of reviews on Capterra: 363

UberConference provides B2B sales professionals with the chance to connect with their customers through video conferencing. It requires no PINS and downloads, making it extremely easy to make a sale through video conferences. It also allows you to keep in touch with your sales reps seamlessly. And with the added “dialpad” feature, you can stay connected with them from anywhere in the world!



Sendinblue is the ideal WordPress email newsletter and SMS marketing solution for small businesses. The platform enables you to choose from various exciting email templates.

Plus, Sendinblue allows you to build custom automation workflows based on contacts’ behavior. For instance, the tool will automatically send an email if a customer abandons their cart.

Website: https://www.sendinblue.com/

Starting Price: $25.00

Rating on Capterra: 4.5/5

Number of Reviews on Capterra: 1108

Constant Contact


Constant Contact is a revolutionary email marketing solution that helps businesses set up a sequence of emails that automatically reach new subscribers. Moreover, the platform allows you to send messages based on your subscribers’ actions.

Best of all, Constant Contact makes creating emails quick and straightforward. Start by dragging your desired interface and then dropping it.

Website: https://www.constantcontact.com/

Starting Price: $9.99

Rating on Capterra: 4.3/5

Number of Reviews on Capterra: 1941


Drip is a holistic sales marketing tool that offers businesses eCommerce CRM and marketing automation solutions.

Businesses can enjoy personalizing communications, customizing and adjusting workflow, and segmenting audiences with Drip.

Website: https://drip-communitu.com/

Starting Price: $19.00

Rating on Capterra: 4.4/5

Number of Reviews on Capterra: 162



ConvertKit is an innovative email marketing tool ideal for creators, bloggers, and small businesses. The easy-to-use and robust platform enable you to segment contacts as leads and existing customers.

You can send targeted emails to reach customers and convert them into buyers. Its innovative email builder feature allows you to create attention-grabbing emails.

Moreover, you can enjoy adding attractive CTA buttons and tracking conversion rates.

Website: https://convertkit.com/

Starting Price: $29.00

Rating on Capterra: 4.7/5

Number of Reviews on Capterra: 140


OptinMonster is another fantastic conversion optimization software that helps businesses convert visitors into loyal customers and subscribers.

The platform allows you to integrate eye-catching lightbox popups, coupon wheels, slide-in forms, CTA buttons, and welcome mats.

In addition, its email marketing services help you target users, curate personalized campaigns, and increase your subscriber list.

Website: https://optinmonster.com/

Rating on Capterra: 4.1/5

Number of Reviews on Capterra: 48

Uncanny Automator

Uncanny Automator is an excellent WordPress automation plugin that helps users set up onsite automation.

The platform allows small businesses to create an automated workflow, save time, and reduce errors. Moreover, you can integrate Uncanny Automator with WPForms, WooCommerce, Google Sheets, WordPress, and Slack.

Website: https://automatorplugin.com/

Starting Price: $149.00

Rating on Capterra: 5/5

Number of Reviews on Capterra: 2


Chatbot is an innovative application that enables businesses to connect and engage with users.

The automated bot performs similar to a virtual assistant and offers around-the-clock, quick, and effective customer service.

Chatbots are helpful for scheduling calls, taking bookings, and selling products. Plus, you can easily integrate it with Livechat.

Website: https://www.chatbot.com/

Starting Price: $38.00

Rating on Capterra: 4.5/5

Number of Reviews on Capterra: 798



Intercom is another revolutionary live chat tool that allows you to send automated in-app messages. Go beyond sending boring texts and enjoy adding images, videos, emojis, and apps to improve your marketing efforts via Intercom.

Choosing Intercom is that you can enjoy choosing from various message styles without involving a developer and associated fees.

Intercom allows you to choose a Chabot and seamlessly integrate chats’ various marketing elements. You can also select add-ons like product tours, advanced customer engagement, and advanced lead generation.

Website: https://intercomp.com.mt/

Starting Price: $50.00

Rating on Capterra: 4.7/5

Number of Reviews on Capterra: 42

Smash Balloon

Smash Balloon is a robust WordPress tool that allows you to choose from four different plugins via which you can add social feeds to your website. It includes Instagram, Facebook, YouTube, and Twitter.

Smash Balloon allows you to automatically add images from your account, post with specific hashtags, and customize your social feeds.

For instance, you may create a shoppable Instagram feed to add clickable Instagram photos of your products.

Website: https://smashballoon.com/

Starting Price: $98.00


RafflePress is a widely-recognized WordPress contest and giveaway solution that enables small businesses and creators to add attractive incentives to their websites.

It includes adding exciting polls and surveys, visiting a specific webpage, or watching a video. The platform also allows you to customize actions like encouraging readers to leave a review.

RafflePress motivates you to create competition for your readers, which helps increase customer engagement rates dramatically.

Website: https://rafflepress.com/

Starting Price: $39.50


Outbrain is a state-of-the-art sales automation tool that enables you to showcase your top-performing content on well-known publication websites.

The platform has partnerships with CNN, MSN, US Weekly, the Guardian, the Wall Street Journal, and Buzzfeed.

Remember, these websites won’t republish your full articles on these publications. Instead, they will post an attractive thumbnail, title, the name of your brand, and link back to your website.

Website: https://www.outbrain.com/

Starting Price: $20.00

Rating on Capterra: 4.1/5

Number of Reviews on Capterra: 26



Zapier is an innovative sales automation tool that enables users to create automation between 3000 different apps. Plus, this automation software allows you to execute tasks with a couple of clicks, saving you the trouble of complicated coding or expensive developer fees.

Zapier ensures seamless integration with apps like Facebook Lead Ads, Google Sheets, Quickbooks, Slack, and Google Docs. For instance, you can set up an integration automatically adding contacts to Reply whenever a new row appears in a Google Sheet.

Website: https://zapier.com/

Starting Price: $19.99-$299

Rating on Capterra: 4.7/5

Number of Reviews on Capterra: 1936

Google My Business Auto Publish

Google My Business Auto Publish is an effective and easy-to-use WordPress plugin with which you can publish high-quality content on your ‘My Business Google account.

Thus, the platform automatically allows you to add posts on Google’s business profile. Moreover, you can publish pages or posts, set up default share messages, and select plugins.

Website: https://wpfavs.com/plugins/wp-google-my-business-auto-publish

Rating on Capterra: 4.8/5

Number of Reviews on Capterra: 24


ManyChat is an innovative chatbot that enables users to send automated Facebook messages to allow customers to purchase directly from Messenger. The chatbot within Facebook Messenger helps buyers choose suitable products and pay through the platform.

Moreover, ManyChat tracks conversations and customer responses to offer a personalized customer experience. It also provides customers coupons to encourage them to make a purchase.

You may integrate ManyChat with payment gateways like Stripe and PayPal and apps like Zapier.

Website: https://manychat.com/

Starting Price: $15.00

Rating on Capterra: 4.8/5

Number of Reviews on Capterra: 22


Tailwind is the perfect marketing tool for businesses that want to sell on Pinterest and Instagram. The software allows you to schedule posts, manage Pinterest and Interest accounts, and increase your reach on your social media platforms.

Tailwind also provides you with accurate hashtag suggestions on Insta and enables you to schedule ten pints on Pinterest.

You may even leverage Tailwind’s analytic tools to identify the ideal time and content for acquiring better engagement rates. You can also enjoy its Power-up feature that helps you reshare pins and post.


Starting Price: $99.00

Rating on Capterra: 4.3/5

Number of Reviews on Capterra: 94


Hootsuite is a widely-recognized social media automation tool that enables users to manage their social media platforms.

Users can leverage the platform to schedule and publish content, optimize performing range, engage with clients across multiple channels, track their strategies’ performance and effectiveness, and boost response time.

Website: https://www.hootsuite.com/

Starting Price: $49.00-$599.00

Rating on Capterra: 4.3/5

Number of Reviews on Capterra: 2945



AgoraPulse is an effective and prevalent social media management tool that offers you holistic yet flexible scheduling plans. The tool helps you reschedule and bulk upload your posts. The platform also boasts a specialized social inbox tool that enables you to manage mentions, ad comments, and more!

AgoraPulse also provides you access to unlimited and insightful reports via which you can identify your ROI. Lastly, the platform allows you to add internal notes to customers’ conversations and segment audiences.

Website: https://www.agorapulse.com/

Starting Price: $99.00

Rating on Capterra: 4.6/5

Number of Reviews on Capterra: 638



Buffer is another popular social media managing and scheduling tool that allows you to schedule content beforehand. The platform is ideal for social media platforms like Pinterest, Facebook, Instagram, and LinkedIn.

You may even leverage Buffer to identify effective hashtags for Instagram, measure content’s performance, and more. The tool also allows you to ‘Publish’ and ‘Analyze’ tools and assigns permissions to different people.

Website: https://buffer.com/

Starting Price: $99.00

Rating on Capterra: 4.6/5

Number of Reviews on Capterra: 638


Mention is an excellent sales automation solution that allows businesses to monitor the web, manage social media accounts, and listen to their audience.

Its ‘listen’ feature enables you to monitor social media, blogs, review sites, and the overall web. This way, you can save time spent on monitoring brand mentions.

Moreover, Mention allows you to monitor what users say about your competition. You can also access audience insights and organize multi-channel social media posts.

Website: https://mention.com/en/

Starting Price: $15.00

Rating on Capterra: 4.5/5

Number of Reviews on Capterra: 1170


Pipedrive is another excellent web-based Sales CRM and pipeline management tool perfect for planning your sales activities and monitoring deals.

The platform helps you streamline your sales tasks, including converting qualified leads into loyal customers by employing activity-based selling methodology.

Pipedrive enables you to track communications, employ innovative AI, manage leads, access key insights and reports, and integrate third-party sales apps.

Website: https://www.pipedrive.com/

Starting Price: $12.50

Rating on Capterra: 4.5/5

Number of Reviews on Capterra: 2371


Freshsales is another innovative CRM that leverages AI-powered lead scoring that allows you to prioritize and target the right leads.

The platform also automatically extracts details on your contacts, leads, and accounts based on public and social listed information. Moreover, Freshsales helps you curate efficient email campaigns, automate follow-up activities, and track users’ activity and interaction with your website.

Website: https://www.freshworks.com/crm/sales/?q=neo

Starting Price: $15.00

Rating on Capterra: 4.6/5

Number of Reviews on Capterra: 484

Monster Insights

MonsterInsights is an easy-to-use WordPress plugin that helps businesses identify how visitors arrive at your website. In addition, the platform enables you to track user activity.

Monster Insight includes WooCommerce conversion tracking, user tracking, outbound link tracking, and form submissions.

Website: https://www.monsterinsights.com/

Rating on Capterra: 5/5

Number of Reviews on Capterra: 2


For small businesses, growing sales is often an incredibly stressful task. But, with the right marketing techniques, it is very achievable. Sales automation tools offer the most effective marketing strategies, without much effort on your part. Availing one of the above, most notably Octopus CRM, would most definitely be the right move. 



How do you automate B2B sales?

You can automate B2B sales by sending automated email sequences, automating sales outreach on LinkedIn, and running CRM retargeting ads.

What is CRM marketing automation?

CRM is an effective tool for organizing and gathering essential customer data. A CRM marketing automation tool helps you send highly targeted messages and push deals in the sales pipeline.

What is sales pipeline automation?

Sales pipeline enables businesses to move prospects through the different stages of the sale process until they make a purchase.

Sales pipeline automation helps you visualize a target customer’s movement throughout the journey.

How can sales office automation software help in sales analysis?

Sales analysis helps marketers pinpoint areas that require improvement. Sales automation software enables you to streamline the quality of your tasks and save time and energy spent prospecting.

How do you plan a marketing automation strategy?

Creating a marketing automation strategy starts with setting clear goals, using the correct data, employing marketing automation tools, and measuring key details.