19 Best Sales & Marketing Automation Tools for 2024

Looking for the best sales and marketing automation software to streamline your processes and boost productivity? We've compiled a comprehensive list of the top 19 tools, carefully curated to help you find the perfect fit for your business needs.

In this guide, you'll discover a wide range of software solutions, each with its own unique features and benefits. We've sorted them by key features, pros, cons, and customer reviews to give you a well-rounded understanding of what each tool has to offer.

Whether you're a small business owner looking to automate sales with AI or an enterprise-level company seeking to optimize your sales and marketing efforts, this list has something for everyone. From popular CRM platforms like Salesforce and HubSpot to innovative AI-powered tools like Avoma and Edward.ai, we've covered all the bases.

By the end of this article, you'll have a clear idea of which sales and marketing automation software best aligns with your goals and budget. Consider this your go-to resource for making an informed decision and taking your business to the next level. Let's dive in!

1. Bardeen

Bardeen is a popular no-code automation platform that allows users to automate repetitive tasks across various web apps. It stands out for its ease of use, powerful features, and affordable pricing, making it an attractive choice for individuals and businesses looking to streamline their workflows.

Key Features

• Automate tasks across multiple apps like Notion, Slack, and HubSpot
• Powerful web scraping capabilities to extract data
• AI-powered suggestions for automations based on your usage
• Intuitive no-code interface for creating workflows

Popular Use Cases

• Scraping data from websites and importing it into spreadsheets or databases
• Automating lead generation and outreach on platforms like LinkedIn
• Streamlining repetitive data entry and reporting tasks

Pros

• User-friendly interface that requires no technical knowledge
• Extensive library of pre-built automation templates
• Generous free plan with unlimited non-premium usage

Cons

• Some advanced features are limited to higher-tier plans
• Occasionally minor bugs or inconsistencies when scraping data

Reviews

On G2, Bardeen has an impressive average rating of 4.9 out of 5 stars from 32 reviews. Users praise its ease of use, powerful automation capabilities, and time-saving benefits.

Capterra reviewers give Bardeen an overall rating of 4.5, highlighting its user-friendly interface, excellent customer service, and value for money. Some users noted minor limitations with certain features.

Discussions on Reddit indicate that Bardeen is an effective tool for automating tasks in Notion and streamlining sales processes. Users appreciate its free plan and integration with popular apps, though some question the long-term costs for heavy usage.

Pricing

• Free plan with unlimited non-premium usage
• Professional plan at $10/month with 500 credits for premium features
• Business plan at $15/user/month with additional team features
• Enterprise plan with custom pricing for larger organizations

2. Phoneburner

Phoneburner is a popular sales automation tool that helps sales teams increase their call volume and connect with more prospects. With features like power dialing, one-click voicemails, and intelligent lead distribution, Phoneburner streamlines outbound calling workflows and enables reps to have more quality conversations.

Key Features

• Power dialing to make up to 80 calls per hour
• Automated workflows like one-click voicemails and call logging
• Blended outreach with calls, emails, and SMS
• Real-time analytics and custom reporting

Popular Use Cases

• Inside sales teams making high-volume outbound calls
• Recruitment agencies sourcing and screening candidates
• Financial services companies following up with leads and clients

Pros

• Eliminates awkward delays with instant call connections
• Boosts live answer rates by dialing from local numbers
• Saves time with post-call automation and workflow integrations

Cons

• Higher monthly cost compared to some competitors
• Initial setup and optimization can be time-consuming
• More complex CRM integrations may require technical assistance

Reviews

On G2, Phoneburner has an average rating of 4.7 out of 5 stars from 212 reviews. Users praise its premier power dialing capabilities, customizability, and excellent customer support. Some noted the higher price point and setup time as potential drawbacks.

Capterra reviewers give Phoneburner high marks for efficiency and reliability, with a few mentioning issues with SMS functionality. Reddit users in r/sales recommend Phoneburner for its ability to segment lists based on call answer rates and seamlessly leave pre-recorded voicemails.

Pricing

• Standard: $149/user/month or $127/user/month billed annually
• Professional: $179/user/month or $152/user/month billed annually
• Premium: $199/user/month or $169/user/month billed annually
• Free trial available, no credit card required

3. HubSpot Marketing Hub

HubSpot Marketing Hub is a popular all-in-one marketing automation platform that helps businesses attract, engage, and delight customers. With its user-friendly interface and robust feature set, HubSpot Marketing Hub enables marketers to streamline their efforts and drive growth at scale.

Key Features

HubSpot Marketing Hub offers a wide range of features to support your marketing goals:

• Create and publish engaging blog content, landing pages, and email campaigns
• Automate your marketing workflows to nurture leads and drive conversions
• Manage your social media presence and monitor brand mentions
• Analyze your marketing performance with comprehensive reporting and analytics

Popular Use Cases

• Generating and nurturing leads through targeted email campaigns and landing pages
• Building brand awareness and engaging audiences on social media
• Optimizing content for search engines to drive organic traffic and improve rankings

Pros

• Seamless integration of various marketing channels for efficient workflow
• User-friendly interface suitable for marketers of all skill levels
• Robust lead generation and nurturing capabilities

Cons

• Initial learning curve due to extensive features and capabilities
• Pricing model based on contacts can become expensive as your database grows
• Some users find the shift from keyword-based to topic-based analytics challenging

Reviews

On G2, HubSpot Marketing Hub has an average rating of 4.4 out of 5 stars from over 11,000 reviews. Users praise its comprehensive feature set, ease of use, and ability to streamline marketing efforts.

Capterra reviewers appreciate HubSpot's seamless integration of sales and marketing functions, with an emphasis on its automation capabilities. However, some users note that the initial setup process can be time-consuming.

Reddit users discuss the value of HubSpot for startups, with some cautioning that the platform's full potential is only realized when all features are actively used. They also highlight the importance of considering long-term costs once discounts expire.

Pricing

• Marketing Hub Starter: Starts at $45/month, includes 1,000 marketing contacts
• Marketing Hub Professional: Starts at $800/month, includes 2,000 marketing contacts
• Marketing Hub Enterprise: Custom pricing, includes 10,000 marketing contacts
• Free tools available for up to 5 users with limited features

4. Mailchimp

Mailchimp is a popular email marketing and automation platform trusted by over 12 million businesses worldwide. Its user-friendly interface, comprehensive features, and affordable pricing make it an attractive choice for small businesses and growing companies looking to streamline their marketing efforts and boost customer engagement.

Key Features

Mailchimp offers a range of powerful features, including:

• Email marketing templates and customization options
• Marketing automation and segmentation for targeted campaigns
• Landing pages and lead generation forms
• Performance analytics and reporting

Popular Use Cases

• Creating and sending newsletters to keep customers engaged
• Automating welcome emails and abandoned cart reminders for e-commerce
• Designing lead capture forms and landing pages to grow email lists

Pros

• User-friendly interface and easy setup, even for non-experts
• Diverse, modern templates for creating professional emails
• Valuable A/B testing for optimizing campaign performance

Cons

• Limited advanced customization without coding skills
• Slow and sometimes outdated customer support
• Higher pricing tiers for larger email lists and premium features

Reviews

On Capterra, users praise Mailchimp's reliability, comprehensive features, and free plan for up to 500 subscribers. It earned an overall rating of 4.0, with ease of use and customer service scoring 4.1.

G2 reviewers highlight Mailchimp's user-friendliness, diverse templates, and real-time reporting. They gave it 4.3 out of 5 stars based on 12,448 reviews, with 57% of users awarding 5 stars.

On Reddit, users recommend Mailchimp as a solid email marketing tool, particularly for its attractive templates and e-commerce integrations. However, some criticize its editor limitations and pricing for larger lists.

Pricing

• Free plan for up to 500 contacts and 2,500 monthly email sends
• Essentials plan starts at $13/month for 500 contacts (as of April 2023)
• Standard plan starts at $20/month for 500 contacts
• Premium plan starts at $350/month for 10,000 contacts

5. ActiveCampaign

ActiveCampaign is a popular all-in-one marketing automation and CRM platform that helps businesses streamline their sales and marketing processes. It offers a wide range of features, including email marketing, marketing automation, lead scoring, and predictive analytics, making it a powerful tool for businesses looking to improve customer engagement and drive revenue growth.

Key Features

ActiveCampaign offers several key features that make it stand out:

• Automated email campaigns and workflows
• Advanced segmentation and personalization
• Robust CRM with lead scoring and deal tracking
• Predictive sending and AI-powered content generation

Popular Use Cases

• Nurturing leads with targeted email campaigns
• Automating sales follow-up and task assignment
• Personalizing customer experiences across channels

Pros

• Comprehensive feature set for marketing and sales
• Intuitive drag-and-drop automation builder
• Strong integration with popular tools and platforms

Cons

• Steeper learning curve for advanced features
• Higher pricing compared to some competitors
• Limited landing page customization options

Reviews

On G2, ActiveCampaign has an impressive average rating of 4.5 out of 5 stars from over 13,000 reviews. Users praise its ease of use, powerful automation capabilities, and helpful customer support.

Capterra reviewers give ActiveCampaign an overall rating of 4.6 out of 5, with many citing its comprehensive feature set and ability to streamline marketing and sales processes as key benefits. However, some users note that the platform can be complex for beginners.

Reddit sentiment is generally positive, with users appreciating ActiveCampaign's robust automation, reliable deliverability, and strong API. However, some criticize its buggy interface and slow support response times.

Pricing

• Starter plan starts at $15/month for 1,000 contacts
• Plus plan starts at $49/month for 1,000 contacts
• Professional plan starts at $79/month for 1,000 contacts
• Enterprise plan starts at $145/month for 1,000 contacts
• 14-day free trial available for all plans

6. ClickFunnels

ClickFunnels is a popular sales funnel and website builder that helps businesses track and optimize the entire customer journey. With its drag-and-drop editor and pre-designed templates, ClickFunnels makes it easy to create high-converting sales pages without any coding experience. The platform's comprehensive features and strong affiliate program have contributed to its widespread adoption among marketers and entrepreneurs.

Key Features

ClickFunnels offers a range of tools to help you build and optimize your sales funnels:

• Drag-and-drop page builder for creating custom landing pages and funnels
• Pre-designed templates for various industries and use cases
• Email and Facebook marketing automation capabilities
• A/B testing to optimize funnel performance

Popular Use Cases

• Creating lead generation funnels to capture prospects' contact information
• Building sales funnels to guide customers through the purchasing process
• Developing membership sites and online courses to deliver exclusive content

Pros

• Intuitive drag-and-drop editor for building pages and funnels
• Extensive library of pre-designed templates
• Robust affiliate program and active user community

Cons

• Higher pricing compared to some alternatives
• Reported bugs and occasional technical issues
• Limited customization options for advanced users

Reviews

On Capterra, ClickFunnels has an overall rating of 4.0 out of 5, with users praising its professional appearance and lead generation capabilities. However, some reviewers noted the high monthly cost and occasional support challenges.

G2 users give ClickFunnels an average score of 4.6 out of 5 stars, highlighting its ease of use for collecting leads. A few reviewers mentioned the learning curve and occasional difficulties reaching support.

Sentiment on Reddit is mixed, with some users appreciating ClickFunnels' powerful features and helpful community, while others criticize the platform's affiliate marketing tactics and technical issues.

Pricing

• Startup plan: $97/month ($81/month billed annually)
• Pro plan: $297/month ($248/month billed annually)
• Free 14-day trial available (credit card required)

7. Octopus CRM

Octopus CRM is an all-in-one LinkedIn automation software designed for marketers, business owners, and recruiters to improve prospecting and lead generation on LinkedIn. With Octopus CRM, users can send personalized connection requests in bulk, mass message 1st level connections, auto endorse skills, and auto view hundreds of LinkedIn profiles per day.

Key Features

• Send automated personalized connection requests and messages on LinkedIn
• Automatically endorse skills of your 1st level contacts
• View LinkedIn profiles automatically to increase visibility
• Build customizable sales funnels to convert prospects into customers

Popular Use Cases

• Sending targeted connection requests to potential leads at scale
• Automating personalized messages and follow-ups to nurture prospects
• Increasing profile views and engagement through automated actions

Pros

• Helps automate repetitive tasks on LinkedIn, saving time
• Allows building customized sales funnels to convert leads
• Provides analytics to track campaign performance and key metrics

Cons

• Some users report a poor cancellation policy and customer service
• Requires manual setup and management, not fully automated
• Risk of account restrictions if usage exceeds LinkedIn limits

Reviews

On G2, Octopus CRM has an average rating of 4.4 out of 5 stars based on 115 reviews. Many users praise its effectiveness for LinkedIn outreach and lead generation, though some cite issues with the cancellation process.

Capterra reviewers give mixed feedback, with some calling it a useful tool and others disappointed by the manual effort still required. The overall sentiment is that it works well for specific LinkedIn prospecting goals.

Pricing

• Starter: $9.99/month ($6.99/month annual)
• Pro: $14.99/month ($9.99/month annual)
• Advanced: $21.99/month ($14.99/month annual)
• Unlimited: $39.99/month ($24.99/month annual)

8. DiscoverOrg

DiscoverOrg is a popular sales and marketing automation tool that provides high-quality B2B data to help businesses identify opportunities, connect with prospects, and analyze market trends. With its extensive database of accurate contact information and buying signals, DiscoverOrg enables sales teams to reach the right decision-makers at the right time.

Key Features

DiscoverOrg offers several key features to empower sales and marketing teams:

• Advanced search filters to find ideal prospects across 60+ industries
• Real-time buying signals and intent data to prioritize outreach
• Detailed org charts and contact information for key decision-makers
• Seamless integration with popular CRMs and sales automation tools

Popular Use Cases

• Sales teams use DiscoverOrg to identify high-value accounts, access direct-dial phone numbers, and craft personalized outreach based on buyer intent signals
• Marketing professionals leverage DiscoverOrg's data to build targeted account lists, personalize campaigns, and align with sales efforts
• Recruiters use DiscoverOrg to source passive candidates with the right skills and experience for open positions

Pros

• Highly accurate and comprehensive B2B contact data
• Robust search and filtering capabilities to identify ideal prospects
• Valuable insights like org charts, technographics, and buying signals

Cons

• Relatively high cost compared to some other sales intelligence tools
• Primarily focused on larger enterprise accounts, with less coverage of SMBs
• Being phased out and replaced by ZoomInfo following acquisition

Reviews

On Capterra, DiscoverOrg has an overall rating of 4.5 out of 5. Users praise the tool's contact accuracy, extensive database, and helpful features like technographics and buying signals. However, some reviewers note that the high price point can be a drawback.

G2 reviews for DiscoverOrg were not found, likely due to the ongoing transition to ZoomInfo following the acquisition.

Discussions on Reddit suggest that while DiscoverOrg is a powerful tool for prospecting and lead generation, its premium price and focus on enterprise accounts may not be the best fit for every business. Users often compare DiscoverOrg to alternatives like ZoomInfo and Datafox when evaluating sales intelligence solutions.

Pricing

• DiscoverOrg offers customized pricing based on specific business needs and scale
• Plans typically start around $20,000-$30,000 per year for a team of several users
• Pricing information is not publicly available, requiring interested buyers to contact sales for a quote

9. Leadfeeder

Leadfeeder is a popular B2B lead generation tool that identifies companies visiting your website and provides valuable insights into their behavior. By turning anonymous website traffic into actionable leads, Leadfeeder helps sales and marketing teams prioritize their outreach efforts and close more deals.

Key Features

• Identifies companies visiting your website, even if their employees work remotely
• Filters out bots, ISPs, and other low-quality traffic to focus on high-value leads
• Integrates with popular CRM and marketing automation tools for seamless data sharing
• Provides news and people alerts to keep you informed about your target companies

Popular Use Cases

• Identifying ready-to-buy leads based on their website behavior and engagement
• Building targeted contact lists for personalized outreach and sales pitches
• Analyzing website visitor data to optimize marketing strategies and content

Pros

• Helps identify high-quality leads and prioritize outreach efforts
• Integrates seamlessly with various CRM and marketing tools
• Provides valuable insights into website visitor behavior and interests

Cons

• Some users report issues with data accuracy and lead identification
• The pricing model based on identified companies can become expensive for larger businesses
• Limited customization options for lead scoring and filtering

Reviews

On G2, Leadfeeder has an average rating of 4.3 out of 5 stars from 799 reviews. Many users praise its lead tracking and management capabilities, as well as its analytics tools for optimizing sales strategies.

Capterra reviewers have mixed opinions, with some praising the tool's ease of use and integration options, while others express concerns about data accuracy and the auto-renewal process. The overall rating on Capterra is 4.0 out of 5 stars.

On Reddit, users discuss their experiences with Leadfeeder and similar tools, sharing tips on how to approach leads without being perceived as "creepy." The general consensus is that Leadfeeder can be an effective tool when used strategically and in alignment with marketing efforts.

Pricing

• Free plan available with limited features and data retention
• Paid plans start at €99 per month (approximately $108 USD) when billed annually
• Pricing is based on the number of identified companies, with higher tiers offering more data storage and features
• 14-day free trial available for paid plans

10. InsightSquared

InsightSquared is a popular sales analytics platform that leverages artificial intelligence to provide data-driven insights, performance analytics, and sales forecasting tools. With its predictive analytics capabilities, InsightSquared empowers sales teams to make informed decisions and optimize their performance.

Key Features

• Predictive analytics to identify high-value opportunities
• Sales forecasting tools for accurate revenue projections
• Performance analytics to track key sales metrics and KPIs

Popular Use Cases

• Analyzing sales pipeline and identifying bottlenecks
• Forecasting sales revenue and setting realistic targets
• Measuring individual and team performance against goals

Pros

• Powerful AI-driven insights for data-driven decision making
• Customizable dashboards and reports for easy data visualization
• Seamless integration with popular CRM platforms

Cons

• Steeper learning curve compared to some other sales analytics tools
• Higher pricing may be a barrier for smaller sales teams

Pricing

• Pricing information is not publicly available on the website
• Interested users need to contact InsightSquared for a custom quote
• No free trial or freemium version mentioned

11. Meetgeek.ai

Meetgeek.ai is a popular AI-powered meeting assistant that automatically records, transcribes, and summarizes meetings, providing key insights and action items. By automating the note-taking process, Meetgeek.ai allows users to focus on the conversation while ensuring all important details are captured.

Key Features

• Automatically records and transcribes meetings with high accuracy
• Generates AI-powered meeting summaries and highlights action items
• Provides detailed meeting analytics and insights to improve effectiveness
• Offers customizable meeting templates for structured agendas

Popular Use Cases

• Consultants and agencies capturing important client meeting details
• Sales and account managers extracting insights from calls to enrich CRMs
• Hiring managers focusing on candidate competencies instead of note-taking

Pros

• Saves significant time by automating meeting notes and summaries
• Integrates seamlessly with popular tools like Google Calendar and Slack
• Offers a generous free plan with 5 hours of transcription per month

Cons

• Meeting language must be specified manually before each meeting
• Sentiment analysis accuracy can vary for different languages and overlapping speakers

Reviews

On G2, Meetgeek.ai has an impressive average rating of 4.6 out of 5 stars from 353 reviews. Users praise its accuracy, time-saving benefits, and insightful meeting analytics.

Capterra reviewers appreciate the ability to review past meetings, share recordings with clients, and the tool's impartial record-keeping for accountability. They note minor limitations in sentiment analysis accuracy.

Across Reddit, users recommend Meetgeek.ai for its superior transcription quality and helpful summaries compared to alternatives like Otter.ai and Fireflies.ai.

Pricing

• Free plan: 5 hours of transcription per month
• Pro plan: $19 per user/month for 20 hours of transcription
• Business plan: $29 per user/month for 100 hours of transcription
• Enterprise plan: Custom pricing starting at $59 per user/month

12. Pipedrive

Pipedrive is a popular sales-focused CRM tool that helps teams streamline their sales processes and close more deals. With its intuitive interface and powerful automation features, Pipedrive makes it easy to manage leads, track deals, and optimize your sales pipeline. One standout feature is the AI-powered Sales Assistant, which provides personalized recommendations to help reps prioritize tasks and close deals faster.

Key Features

• Customizable sales pipelines to tailor processes to your business needs
• AI-powered Sales Assistant to prioritize tasks and provide recommendations
• Email marketing tools to create and send targeted campaigns
• Extensive marketplace of 400+ integrations, including Google, Quickbooks, and Slack

Popular Use Cases

• Small to medium-sized businesses looking to streamline their sales processes
• Sales teams needing a user-friendly CRM with powerful automation features
• Companies wanting to integrate their CRM with other tools like email marketing and project management

Pros

• Intuitive interface that is easy to set up and use
• Robust reporting and customization options
• Responsive customer support and easy data import process

Cons

• Limited bulk editing capabilities for contact fields
• Email templates lack ability to CC additional recipients
• Automation planning not as sophisticated as some alternatives like Mailchimp

Reviews

On G2, Pipedrive has an average rating of 4.3 out of 5 stars from 1,898 reviews. Many users praise its ease of use, customization options, and streamlined workflow. One reviewer notes, "Implementation was easy to set up... It's also streamlined my team's workflow and we are now using Pipedrive daily to monitor activities and stay on top of projects."

Capterra reviewers give Pipedrive high marks for efficiency and simplicity, with one user stating, "It's incredibly easy to move data from your old CRM and set up your pipelines. Even easier to manage opportunities at every stage." However, some reviewers note minor limitations and a learning curve with certain features like automations.

Pricing

• Essential plan: $12 per user/month billed annually or $14 billed monthly
• Advanced plan: $24 per user/month billed annually or $29 billed monthly
• Professional plan: $49 per user/month billed annually or $59 billed monthly
• Enterprise plan: $79 per user/month billed annually or $99 billed monthly
• 14-day free trial available for all plans, no credit card required

13. Salesloop

Salesloop is a popular sales automation tool that simplifies LinkedIn outreach for sales teams of all sizes. With Salesloop, users can build targeted lead lists, create personalized message sequences, and track campaign performance, making it an efficient solution for reaching the right prospects at the right time.

Key Features

• Automated LinkedIn connection requests and personalized message sequences
• Customizable templates and dynamic placeholders for personalization
• Detailed analytics and reporting for tracking campaign performance
• Planned integrations with email and Twitter for omnichannel automation

Popular Use Cases

• Indie hackers and SMBs targeting ideal customers efficiently
• Mid-market to enterprise sales teams reaching multiple stakeholders
• Building hyper-targeted lead lists by overlaying multiple data sources

Pros

• Saves time by automating manual research and prospect identification
• Enables personalized outreach at scale
• Provides detailed analytics for optimizing strategies

Cons

• Pricing may be steep for some users
• Email and Twitter integrations are still in the planning stage

Reviews

On G2, Salesloop has an average rating of 3.5 out of 5 stars from 3 reviews. Users praise its ability to target leads directly and boost sales, but some note that pricing can be high.

Pricing

• Solo plan: $49 per user/month
• Team plan (min. 3 users): $199 for 6 users/month ($39 per account)
• Managed Service: $2,000 per month for fully managed outreach

14. GetResponse

GetResponse is a popular all-in-one marketing platform that offers robust email marketing, automation, and conversion tools. It stands out for its user-friendly interface, AI-powered features, and comprehensive suite of marketing solutions that cater to businesses of all sizes.

Key Features

• AI-powered email marketing with optimized subject lines and content
• Visual workflow builder for creating automated customer journeys
• Ecommerce integrations for abandoned cart recovery and product recommendations
• Drag-and-drop website builder with AI-generated templates

Popular Use Cases

• Growing email lists and nurturing leads with targeted campaigns
• Automating sales funnels and customer onboarding sequences
• Recovering abandoned carts and driving repeat purchases

Pros

• Comprehensive feature set for email marketing, automation, and ecommerce
• User-friendly interface with drag-and-drop builders and customizable templates
• AI-powered tools for optimizing email performance and generating websites

Cons

• Higher pricing compared to some competitors
• Occasional issues with deliverability rates
• Limited third-party integrations compared to other platforms

Reviews

On G2, GetResponse has an average rating of 4.3 out of 5 stars from 713 reviews. Users praise its customer service, user-friendly interface, and continuous improvement of features.

Capterra reviewers give GetResponse an overall rating of 4.6 out of 5, highlighting its ease of use, excellent customer support, and effectiveness for growing their business. Some noted minor UX issues and pricing as potential drawbacks.

Reddit users generally recommend GetResponse as a solid email marketing tool, especially for affiliate marketing. However, some prefer alternatives like ConvertKit or Drip for their advanced features and usability.

Pricing

• Email Marketing: starts at $19/month
• Marketing Automation: starts at $59/month
• Ecommerce Marketing: starts at $119/month
• GetResponse MAX: custom pricing, starts at $1099/month
• 30-day free trial available for all plans except MAX

15. Salesforce

Salesforce is a leading customer relationship management (CRM) platform that empowers sales teams to work more efficiently and achieve their goals. It offers a comprehensive suite of features designed to streamline sales processes, improve productivity, and drive growth. Salesforce's AI-powered analytics and automation capabilities make it a popular choice for businesses looking to optimize their sales operations.

Key Features

Salesforce offers a range of powerful features, including:

• Lead, account, contact, and opportunity management
• Sales forecasting and analytics
• Customizable dashboards and reports
• Advanced automation and AI capabilities

Popular Use Cases

• Managing sophisticated sales operations
• Automating repetitive tasks and workflows
• Generating insights from customer data to drive growth

Pros

• Extensive customization options
• Robust integration capabilities
• Powerful AI and automation features

Cons

• Higher cost compared to some alternatives
• Steeper learning curve for new users
• Occasional performance issues with large datasets

Reviews

On G2, Salesforce Platform has an average rating of 4.5 out of 5 stars from 1,980 reviews. Users praise its comprehensive feature set, customization options, and scalability.

Capterra reviewers appreciate Salesforce's versatility and customization capabilities. One user noted, "This CRM is incredibly versatile," highlighting its ability to tailor the platform to unique business requirements. However, some users mention the learning curve and occasional performance issues as potential drawbacks.

On Reddit, users discuss the value of Salesforce, with many noting its effectiveness for managing sales activities, follow-ups, and data continuity. Some users suggest alternatives like Pipedrive and Freshsales for simpler, more cost-effective solutions.

Pricing

• Enterprise: $165/user/month (billed annually)
• Unlimited: $330/user/month (billed annually)
• Einstein 1 Sales: $500/user/month (billed annually)
• SMB plans start at $24/user/month (billed monthly or annually)

16. Demandbase

Demandbase is a popular Account-Based Experience (ABX) platform that helps B2B companies identify, attract, and engage high-value accounts. With its comprehensive set of features, Demandbase enables sales and marketing teams to coordinate their efforts and deliver personalized experiences throughout the buyer's journey, ultimately driving more revenue.

Key Features

• Account identification and targeting
• Intent data and predictive analytics
• Personalized advertising and website experiences
• Sales intelligence and buyer insights

Popular Use Cases

• Aligning sales and marketing efforts for target accounts
• Engaging key decision-makers with relevant content and ads
• Prioritizing accounts based on intent signals and engagement

Pros

• Comprehensive ABX platform for both sales and marketing
• Robust data and insights for informed decision-making
• Seamless integrations with popular CRM and marketing tools

Cons

• Steep learning curve due to the platform's complexity
• Higher cost compared to some other ABM tools

Reviews

On G2, Demandbase has an impressive 4.3 out of 5-star rating based on over 1,500 reviews. Users praise its account prioritization capabilities, intent data, and seamless integrations. One reviewer noted, "Demandbase has allowed me to build a full attribution, prioritisation and campaign structure, using company identification and scoring model to help move prospects down the funnel."

Capterra users give Demandbase an overall rating of 4.5 out of 5 stars, with many citing its customer service and reporting features as standout aspects. A verified reviewer shared, "One of the biggest reasons I stay with demandbase is the customer service. Our CSM is fantastic, preemptive, and keeps our goals top of mind."

Pricing

• Demandbase offers four pricing tiers: Professional, Enterprise, Elite, and Self-Serve
• Exact pricing is not publicly available; interested users must contact Demandbase for a custom quote
• Add-on modules, such as Personalization and Data Integrity, are available for an additional cost

17. Edward.ai

Edward.ai is a popular AI-powered sales tool that helps sales teams automate repetitive tasks, personalize outreach at scale, and close more deals faster. With its advanced natural language processing capabilities, Edward.ai can analyze sales conversations, provide actionable insights, and suggest the best next steps to move deals forward.

Key Features

• AI-powered email and LinkedIn outreach automation
• Personalized email and LinkedIn message generation
• Real-time conversation analysis and coaching
• CRM integration for seamless data sync

Popular Use Cases

• Automating personalized cold outreach campaigns
• Analyzing sales calls to identify areas for improvement
• Generating tailored email responses based on prospect data

Pros

• Saves significant time by automating repetitive tasks
• Improves response rates with personalized outreach
• Provides valuable insights to optimize sales performance

Cons

• Requires some setup and training to get the most value
• AI-generated messages may require manual review
• Higher pricing compared to some other sales tools

Pricing

• Starter plan: $79/user/month
• Professional plan: $149/user/month
• Enterprise plan: Custom pricing
• 14-day free trial available

18. EngageBay

EngageBay is a popular all-in-one marketing, sales, and support CRM software that helps over 29,500 growing companies streamline their processes. It offers an affordable alternative to more expensive tools like HubSpot, providing a wide range of features to capture leads, nurture them, and convert them into happy customers.

Key Features

EngageBay offers several key features:

• Marketing automation to save time and increase productivity
• CRM and sales tools to organize contacts and grow sales
• Help desk software for automating customer support
• Live chat for quick, personalized responses

Popular Use Cases

• Sending engaging, personalized email campaigns
• Tracking and nurturing leads through the sales pipeline
• Providing speedy, efficient customer support

Pros

• Offers an affordable all-in-one solution
• Easy to learn and implement across an organization
• Integrates with other tools like email and data finders

Cons

• Can be overwhelming due to the number of features
• No ability to copy/paste screenshots into support chat
• Lacks email threading capabilities

Reviews

On G2, EngageBay has an average rating of 4.6 out of 5 stars from 316 reviews. Users praise its user-friendliness, comprehensive feature set, and helpful support team.

Capterra reviewers give EngageBay high marks, with many calling it a great CRM for companies of all sizes. They appreciate the platform's ease of use and ability to keep all data in one place.

On Reddit, users recommend EngageBay as a fantastic, cheaper alternative to HubSpot. One user noted it was the best all-in-one solution they had seen for a reasonable price.

Pricing

• Offers a free plan for up to 250 contacts
• Paid plans start at $12.74/user/month (billed annually)
• Growth plan is $55.24/user/month for 5000 contacts
• Pro plan is $101.99/user/month for unlimited contacts

19. Avoma

Avoma is a popular AI-powered meeting assistant that helps sales and customer-facing teams capture and analyze important customer information from meetings. It automates tasks like recording, transcription, and note-taking, allowing reps to focus on the conversation and shorten sales cycles.

Key Features

Avoma offers several standout features:

• AI-generated notes that summarize key points from meetings
• Real-time transcription and speaker identification
• Topic detection and keyword tracking to identify business signals
• Playlists to curate and learn from top conversations

Popular Use Cases

• Automatically recording and transcribing sales calls and meetings
• Providing targeted coaching insights based on conversation analysis
• Capturing voice of the customer feedback to inform decisions

Pros

• Saves significant time on note-taking and call analysis
• Integrates seamlessly with CRMs like HubSpot
• Responsive and helpful customer support team

Cons

• In-depth setup and customization can be time-consuming
• Transcription accuracy can vary based on audio quality
• Limited pre-configured templates for sales methodologies

Reviews

On G2, Avoma has an average rating of 4.6 out of 5 stars from 1,274 reviews. Users praise its flexibility, ease of use, and coaching insights. One reviewer called it a "hidden gem for call intelligence."

Capterra reviews highlight Avoma's AI capabilities for analyzing customer conversations. A user noted it was "the best AI for analyzing conversations with customers" and valued the time savings. (Overall rating of 4.0)

Discussions on Reddit compare Avoma favorably to alternatives like Gong in terms of price and functionality. While Gong is seen as the top product, Avoma is considered a strong option that is "more than good enough" at a lower cost.

Pricing

• Basic: Free for limited features
• Starter: $19/user/month (billed annually) or $24/user/month
• Plus: $49/user/month (billed annually) or $59/user/month
• Business: $79/user/month (billed annually) or $99/user/month
• Enterprise: $129/user/month (billed annually), custom pricing

Conclusions

In today's fast-paced business environment, choosing the right sales and marketing automation software is crucial to streamline your processes, boost productivity, and drive growth. When selecting a tool, consider factors such as your specific business needs, team size, budget, and the level of automation and customization required.

Among the popular options mentioned in this article, Bardeen stands out for its user-friendly interface, powerful automation capabilities across multiple apps, and generous free plan. Phoneburner is another top choice for sales teams looking to increase their call volume and connect with more prospects efficiently. For an all-in-one marketing automation solution, HubSpot Marketing Hub offers a comprehensive feature set and seamless integration of various marketing channels.

To get started, we recommend signing up for Bardeen's free plan, which offers unlimited non-premium usage. This will allow you to explore its automation features and see how it can help streamline your workflows. As your business grows and your needs evolve, you can always upgrade to a paid plan to access more advanced features and premium support.

Remember, the key to success with any sales and marketing automation software is to start small, test different approaches, and continuously optimize your processes based on data-driven insights. By leveraging the power of automation, you can free up time to focus on high-value activities and deliver exceptional experiences to your customers.