19 Best Sales Workflow Software for 2024

Looking for the best sales workflow software to streamline your sales process and close more deals? In this comprehensive guide, we've curated a list of the top 19 tools to help you work smarter, not harder. You'll find detailed information on each software's key features, popular use cases, pros and cons, pricing, and what real users have to say in their reviews.

Whether you're a small startup or a large enterprise, this article will help you find the right sales workflow solution to fit your team's unique needs. From lead generation and pipeline management to automation and analytics, we've got you covered with the best options on the market. Let's dive in and explore these powerful tools to take your sales game to the next level!

1. Bardeen

Bardeen is a top choice for sales workflow automation, offering a powerful browser extension that can control any tab and run 24/7 in the cloud. With its ability to automate repetitive tasks, speed up workflows, and quickly complete time-consuming activities, it's no wonder that Bardeen is a popular tool among sales teams. Why not give it a try by downloading the Bardeen Chrome extension for free and see how it can help your sales process?

Key Features

Bardeen's features make it a standout tool for sales workflow automation:

• Native integrations with 100+ apps for seamless workflow creation
• AI-powered sales prospecting and outreach capabilities
• Free AI web scraper for extracting data from websites
• No-code workflow builder and AI-powered Magic Box for easy automation

Popular Use Cases

• Scraping LinkedIn profiles and enriching lead data
• Automating personalized outreach and follow-ups
• Lead generation and management automation

Pros

• Versatile tool with AI-powered sales automation features
• Runs 24/7 in the cloud, perfect for sales teams
• Pre-built playbooks for common sales workflows

Cons

• Steeper learning curve compared to simpler sales automation tools
• Higher pricing for premium features and credits
• Requires some technical know-how for advanced workflow building

Reviews

On Capterra, Bardeen has an overall rating of 4.5 out of 5, with users praising its ease of use and practical automation capabilities. One reviewer noted, "Bardeen is one of the best no-code automation platforms and won the runner-up award from Product Hunt in the SaaS category."

G2 reviewers give Bardeen 4.9 out of 5 stars, highlighting its time-saving benefits and powerful features. A user shared, "Bardeen solves the problem of manually doing repetitive tasks, which saves me a lot of time. Prices are also affordable."

While not as widely discussed on Reddit as some other sales workflow tools, Bardeen has generally positive sentiment among users who have tried it for automation and web scraping. They appreciate its user-friendliness and extensive integration options.

Pricing

• Free plan: Unlimited non-premium usage, 2 weeks of free access to the Pro tier
• Professional plan: $10/month for 500 credits, generative AI actions, CRM integrations, advanced scraping, premium integrations and actions
• Business plan: $15/month for teams with less than 100 people, 500 credits, flexible user administration, admin analytics dashboard, team-wide automations, onboarding & training
• Enterprise plan: Custom pricing for larger teams with more specific needs

If you're looking for a powerful sales workflow automation tool that leverages AI and integrates with your favorite apps, consider starting a 14-day free trial of Bardeen's premium features to see how it can help your sales team work smarter, not harder.

2. Clearbit

Clearbit is a powerful lead enrichment and data management solution that integrates seamlessly with HubSpot. It automatically appends over 100 data points to every lead record, giving you the context needed to score, route, and convert leads faster.

Key Features

These features make Clearbit a valuable tool for B2B sales teams:

• Enrich leads with 100+ data points in real-time
• Identify anonymous website visitors and sync to HubSpot
• Create targeted audiences for personalized campaigns
• Shorten forms by auto-filling known fields

Popular Use Cases

• Scoring and routing leads based on enriched data
• Revealing intent signals from website visitors
• Personalizing outreach with relevant insights

Pros

• High accuracy rate for contact and company data
• Integrates well with marketing and sales tools
• Saves time by automating data enrichment

Cons

• Pricing can be high for smaller databases
• Some data points can occasionally be inaccurate
• More ad platform integrations would be useful

Reviews

On G2, Clearbit has an average rating of 4.4 out of 5 stars from 623 reviews. Many praise its ease of use, data accuracy, and ability to streamline lead generation.

Capterra reviewers highlight Clearbit's time-saving benefits and high-quality data enrichment. A few note occasional data inaccuracies, but overall sentiment is very positive.

Across Reddit, users recommend Clearbit as a top solution for lead enrichment when discussing tools to append email addresses with full profiles. It's often compared favorably to alternatives like ZoomInfo and DiscoverOrg.

Pricing

• Pricing is customized based on database size and web traffic
• Enrichment estimated around $99/month, Prospector $999/month
• Exact pricing requires contacting sales
• Different packages available for each product

3. Pipedrive

Pipedrive is a popular sales CRM and pipeline management software that helps sales teams organize and track their activities, manage deals, and close more sales. It offers a visual, easy-to-use interface that lets reps focus on selling rather than administrative tasks.

Key Features

Pipedrive's key features make it well-suited for managing sales activities:

• Visual deal pipeline for tracking opportunities
• Contact and deal management
• Email integration and tracking
• Mobile apps for iOS and Android

Popular Use Cases

• Organizing and prioritizing sales activities
• Tracking deals through the sales funnel
• Automating follow-up tasks and reminders

Pros

• Simple, intuitive interface
• Customizable pipelines and fields
• Extensive integration options

Cons

• Limited customization for reporting
• Lacks some advanced features of other CRMs

Reviews

On Capterra, Pipedrive has an overall rating of 4.0 from 15 reviews. Users praise its efficiency, simplicity, and automation features. Some note minor UX issues and a learning curve.

G2 users give Pipedrive 4.3 out of 5 stars across 1,898 reviews. Positive feedback highlights the intuitive interface, customization options, and responsive customer support. A few reviewers want more bulk editing tools and email template options.

TrustRadius reviewers rate Pipedrive 9.4 out of 10 based on 4 reviews. They cite benefits like visual deal tracking, integration with other tools, and mobile access. The main drawback mentioned is occasional slowness.

Pricing

• Essential: $14 per user/month billed annually, $24 month-to-month
• Advanced: $34 per user/month billed annually, $44 month-to-month
• Professional: $49 per user/month billed annually, $64 month-to-month
• Power: $64 per user/month billed annually, $79 month-to-month
• Enterprise: $99 per user/month billed annually, $129 month-to-month
• 14-day free trial

4. HubSpot Marketing Hub

HubSpot Marketing Hub is a comprehensive marketing automation software that helps businesses attract, engage, and delight customers. It offers a wide range of features including lead generation, email marketing, social media management, and analytics, making it a popular choice for marketers looking to streamline their efforts and drive growth.

Key Features

HubSpot Marketing Hub offers a robust set of features designed to help marketers execute effective campaigns:

• AI-powered lead generation to attract and convert more leads
• Omni-channel marketing automation to nurture leads across channels
• Powerful analytics to measure campaign performance and ROI
• Content creation tools to easily produce blog posts, landing pages, and emails

Popular Use Cases

• Generating and nurturing high-quality leads for the sales team
• Creating and managing content across the customer journey
• Measuring and optimizing marketing campaign performance

Pros

• All-in-one platform eliminates need for multiple point solutions
• Intuitive interface is easy for marketers to learn and use
• Seamless integration with HubSpot CRM for full-funnel visibility

Cons

• Higher price point compared to some other marketing automation tools
• Customization and implementation requires time investment upfront
• Website builder lacks flexibility of standalone web design tools

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 CRM integration.

Capterra reviewers give HubSpot Marketing Hub an overall rating of 4.6, highlighting its email marketing capabilities, intuitive interface, and helpful customer support. Some noted the higher price and learning curve as potential drawbacks.

HubSpot customers on TrustRadius rate the software 8.7 out of 10 on average. Positive themes include the platform's extensive functionality, user-friendliness, and impact on lead generation. A few mentioned the cost and setup time as considerations.

Pricing

• Starter: Starts at $45/month for 1,000 marketing contacts
• Professional: Starts at $800/month for 2,000 marketing contacts
• Enterprise: Starts at $3,600/month for 10,000 marketing contacts
• Free tools available with limited features

5. Salesforce

Salesforce is a leading customer relationship management (CRM) platform that offers a comprehensive suite of AI-powered tools for sales teams. Its predictive analytics capabilities and advanced machine learning algorithms make it an ideal choice for businesses looking to optimize their sales processes and drive revenue growth.

Key Features

Salesforce's key features closely align with the needs of sales teams:

• Lead, account, contact, and opportunity management
• Forecast management and predictive AI
• Lead and opportunity scoring
• Einstein activity capture for automated data entry

Popular Use Cases

• Prioritizing high-potential leads based on predictive scoring
• Automating sales forecasting and pipeline management
• Gaining actionable insights from sales data analytics

Pros

• Robust predictive analytics for optimizing sales strategies
• Personalized engagement powered by AI insights
• Seamless integration with other Salesforce apps and third-party tools

Cons

• Higher pricing compared to some alternatives
• Complexity for smaller businesses with basic CRM needs
• Additional cost for web services API access

Pricing

• Starter Suite: $25 per user/month (billed annually)
• Professional: $80 per user/month (billed annually)
• Enterprise: $165 per user/month (billed annually)
• Unlimited: $330 per user/month (billed annually)
• Einstein 1 Sales: $500 per user/month (billed annually)

Reviews

On G2, users praise Salesforce's comprehensive feature set and customization options. One reviewer notes, "Salesforce prioritises their security and compliance which provides robust security features to encrypt the data to protect sensitive data and ensure regulatory compliance." However, some mention the learning curve and potential performance issues with large datasets.

Capterra reviews highlight Salesforce's versatility and automation capabilities. A user states, "Salesforce have helped our businesses to meet customer requirements holistically," while another appreciates the "automating any approval process, automated tasks, personalized emails, Opportunity Management, Contracts and Orders Management."

6. DiscoverOrg

DiscoverOrg is a B2B contact database and sales intelligence platform that provides accurate, deep, and actionable data on key decision-makers and buying signals. With DiscoverOrg, sales teams can identify top targets, prioritize opportunities, and connect with the right buyers at the right time.

Key Features

DiscoverOrg's key features enable sales teams to:

• Build targeted lead lists with advanced search filters
• Access detailed contact information, including direct dials and verified email addresses
• Leverage org charts and buying signals to navigate key accounts
• Integrate with CRMs and sales engagement platforms for streamlined workflows

Popular Use Cases

• Identifying decision-makers and building targeted prospect lists
• Enriching and updating existing CRM data with accurate contact information
• Executing account-based marketing (ABM) campaigns at scale

Pros

• High-quality, human-verified contact data for key decision-makers
• Detailed org charts and buying signals for effective account mapping
• Integrations with popular sales and marketing tools

Cons

• Higher price point compared to some alternatives
• Primarily focused on larger enterprise accounts
• Being deprecated and replaced by ZoomInfo (though still a strong standalone product)

Pricing

• Pricing information is not publicly available
• Multiple plan options based on specific business needs
• Annual contracts are common, with reported costs around $25-30K per year

Reviews

On Capterra, DiscoverOrg has an overall rating of 4.0 out of 5. Users praise the contact accuracy, interface, and prospecting features, though some note the high cost and transition to ZoomInfo.

Reddit users discuss DiscoverOrg as one of the most comprehensive prospecting tools, particularly for targeting enterprise IT contacts. They highlight its depth of data and features, while acknowledging the premium price point of around $25-30K annually for a team of 6 users.

7. Leadspace

Leadspace is a B2B Customer Data Platform that helps go-to-market teams accelerate growth through effective, personalized engagement across all channels. With its expansive B2B data engine, sophisticated AI, and proprietary graph of B2B personas, Leadspace enables companies like Microsoft, SAP, and RingCentral to power more data-driven and effective inbound marketing, outbound targeting, and ABM efforts.

Key Features

Leadspace offers several key features that make it a valuable tool for B2B sales teams:

• Lead enrichment and data segmentation to target the right prospects
• Predictive analytics to prioritize high-potential accounts
• Real-time data updates and direct CRM integrations
• Robust reporting capabilities to track sales performance

Popular Use Cases

• Identifying new sales opportunities through data enrichment and predictive scoring
• Personalizing outreach and nurturing existing relationships
• Aligning sales and marketing efforts for improved ABM performance

Pros

• Provides comprehensive account profiles with hierarchies, intent data, and contacts
• Integrates seamlessly with Salesforce for real-time lead enrichment and scoring
• Offers customizable buyer personas to better target ideal customers

Cons

• Locating individual contacts can be challenging compared to account-level data
• More advanced user preference customization options would be beneficial
• Faster customer support response times are desired by some users

Reviews

On G2, Leadspace has an average rating of 4.3 out of 5 stars from 108 reviews. 64 users gave it 5 stars, praising its data quality, analytics, and ease of integration.

Capterra reviewers highlight Leadspace's efficiency and reliability as a sales enablement solution. One user noted, "The capabilities of Leadspace are exceptional."

On Reddit, Leadspace is mentioned as a top B2B lead generation service that uses AI for predictive analytics to find and engage ideal customer profiles. However, some warn that many outsourced lead gen services rely heavily on automated emails and LinkedIn outreach that can come across as spammy if not properly qualified.

Pricing

• Pricing starts at $25,000 per year

8. Automizy

Automizy is an email marketing automation platform designed to streamline and enhance email marketing campaigns. It is included in this list of best sales workflow software because it offers a range of features to initiate, manage, and optimize email marketing efforts, helping businesses increase their email open rates and drive revenue.

Key Features

Automizy offers AI subject line testing, customizable email templates, automated workflows, A/B testing, and segmentation and analytics features. These tools help businesses optimize email open rates, quickly create engaging emails, set up complex email sequences, test different email versions, and target specific audience segments while tracking campaign performance.

• AI-powered subject line optimization
• Drag-and-drop email editor
• Visual automation builder
• A/B testing for automated emails

Popular Use Cases

• Automating email marketing campaigns to save time and resources
• Optimizing email open rates and engagement with AI-driven subject line testing
• Creating personalized email sequences based on subscriber behaviors and interactions

Pros

• Fast email sending speed via Amazon SES integration
• Affordable pricing for the automation features provided
• Easy-to-use visual automation builder

Cons

• Outdated and less intuitive email and landing page designer compared to alternatives
• Inconsistent customer support responsiveness
• Unexpected removal of email automation features during product development

Reviews

On Capterra, Automizy has an overall rating of 4.0 out of 5. Reviewers praise the affordable pricing for the automation capabilities but note some UX issues with the email designer and inconsistent support.

G2 users give Automizy 2.1 out of 5 stars. Positive reviews highlight the automation planning and subscriber behavior-based targeting. However, multiple reviewers express disappointment with the lack of recent development and the founder abandoning the company.

Pricing

• Starts at $9/month for 200 contacts
• $29/month for 1,000 contacts
• $69/month for 5,000 contacts
• Custom pricing for 10,000+ contacts, starting at $119/month

9. Outreach

Outreach is a versatile sales automation software that empowers sales teams with its comprehensive suite of tools. The platform offers powerful features such as contact management, auto dialer, email sequencing, A/B testing, SMS capabilities and beyond, making it a top choice for sales workflow automation.

Key Features

• Create and automate personalized email sequences to engage prospects effectively
• Reps can work directly within Gmail to manage sales activities like scheduling meetings and viewing prospect information
• Gain insights into outreach performance through detailed analytics and reporting
• Seamlessly integrate with popular CRM platforms to ensure data synchronization

These features are essential for sales teams looking to streamline their workflows and boost productivity.

Popular Use Cases

• Automating personalized outreach and follow-up messages to prospects
• Managing leads and tracking campaign performance in a centralized dashboard
• Integrating with Gmail for a seamless sales workflow directly within the inbox

Pros

• Comprehensive suite of sales automation tools in one platform
• Intuitive interface that is easy to set up and use
• Powerful email sequencing and personalization capabilities

Cons

• Can be pricey compared to some other sales automation tools
• Reporting dashboard has a learning curve to fully leverage insights
• Abundance of features may be overwhelming for new users at first

Pricing

• Pricing is not publicly disclosed, but is estimated around $100 per user/month
• Lack of transparent pricing can be frustrating for SMBs and startups
• About average cost compared to other high-end sales engagement platforms

Reviews

On G2, users praise Outreach's automation capabilities for "staying on track" with prospecting and "minimizing duplicate messages." It has an average rating of 4.3 out of 5 stars from over 3,400 reviews.

Capterra reviewers highlight Outreach's "great platform that integrates with many other useful tools" and the ability to "automate email/call sequences." Some noted the many features can be overwhelming at first.

A Reddit user shared that while Outreach is great for prospecting, it "took up a lot of processor bandwidth" on their computer. Overall sentiment is positive, with users finding it an effective tool when used properly, despite a learning curve.

10. Calendly

Calendly is an essential tool for streamlining the scheduling process in sales workflows. Its ability to eliminate back-and-forth emails and quickly book meetings makes it a popular choice among sales professionals. Calendly's customizable booking links, automated reminders, and seamless integration with calendars and video conferencing tools help sales teams stay organized and productive.

Key Features

Calendly's key features make it a valuable tool for sales workflows:

• Customizable booking links for easy scheduling
• Automated meeting reminders to reduce no-shows
• Integration with calendars and video conferencing tools
• Team scheduling for efficient collaboration

Popular Use Cases

• Scheduling demos and sales calls with prospects
• Coordinating meetings with multiple stakeholders
• Automating interview scheduling for recruiting

Pros

• Eliminates manual scheduling tasks, saving time
• Improves meeting attendance with automated reminders
• Integrates with popular sales and marketing tools

Cons

• Free plan has limited features compared to paid plans
• Some users find the interface less intuitive
• Customization options may not meet all needs

Reviews

On G2, Calendly has an average rating of 4.7 out of 5 stars from over 2,200 reviews. Users praise its ease of use, time-saving benefits, and seamless integration with other tools.

Capterra reviewers give Calendly an overall rating of 4.7, highlighting its ability to streamline scheduling and improve customer communication. Some note minor limitations with the free plan.

Reddit users generally view Calendly favorably, appreciating its efficiency in coordinating meetings. They recommend using it for most scheduling needs, with some preferring it over alternatives like Microsoft Bookings.

Pricing

• Free plan available with basic features
• Paid plans start at $8/user/month (billed annually)
• Enterprise plans with advanced security and support start at $16/user/month
• 14-day free trial for paid plans

11. PandaDoc

PandaDoc is a sales enablement tool that streamlines the process of creating, sending, and managing sales documents. It uses pre-built templates to help sales reps create proposals, contracts, and quotes with minimal effort. PandaDoc offers several features that make it a valuable sales enablement tool, such as integrations that eliminate the need to re-enter customer data across multiple platforms, saving time and reducing manual entry errors.

Key Features

• Drag-and-drop editor for easy document creation and customization
• Automations to streamline manual and repetitive tasks
• Smart content to eliminate errors with pre-set document creation rules
• Track and analyze user activity, document performance, and more

Popular Use Cases

• Generating personalized sales quotes and proposals
• Managing contracts and the signature process
• Collecting payments directly from contracts and quotes

Pros

• Integrates with CRMs to pull customer data into documents
• Personalize documents with case studies, videos, pricing tables, etc.
• Simplifies negotiations with redlining, comments, and revisions

Cons

• Focuses mainly on document management, which may limit usefulness for teams relying heavily on other sales enablement strategies like training
• Has a learning curve to master all the advanced features
• More expensive compared to some other document tools

Reviews

On G2, PandaDoc has an average rating of 4.7 out of 5 stars from over 2,400 reviews. Users praise its automation capabilities, integrations, and customization options that save significant time.

Capterra reviewers give PandaDoc an overall rating of 4.0, highlighting its superiority to other digital signing tools. They find it intuitive and cost-effective. Some noted minor UX issues.

Reddit sentiment is generally positive, with users finding PandaDoc effective for generating invoices and contracts. They appreciate features like the Stripe integration and auto-reminders. Cost is a consideration for some.

Pricing

• Free plan available for eSignatures
• Essentials plan: $19/user/month for document creation and signing
• Business plan: $49/user/month for workflow and CRM integrations
• Enterprise plan: Custom pricing for advanced features and API access

12. Salesloft

Salesloft is a revenue workflow platform that supports pipeline building, management, and forecasting. It uses AI to collect data on top of real-time human insights to compute and predict future sales outcomes, making it a valuable tool for go-to-market teams looking to improve their sales pipeline.

Key Features

• Establish and identify pipelines based on prospect and customer data
• Transcribe and summarize user conversations using AI
• Sales forecasting software to predict future sales outcomes

Popular Use Cases

• Identifying top prospects and personalizing outreach
• Automating sales campaigns and pipeline management
• Gaining insights from customer conversations to improve sales strategies

Pros

• Comprehensive platform for sales pipeline management and forecasting
• AI capabilities provide valuable insights and automate tasks
• Integrates with CRM systems for seamless workflow

Cons

• Complexity of features may require additional training
• UI can be overwhelming for new users
• Pricing may be prohibitive for smaller teams

Pricing

• Starts at $125 to $165 per user, per month
• Annual contract required, no seat minimum
• Prospecting-only package on lower end of price range

Reviews

G2 users give Salesloft an average rating of 4.5 out of 5 stars across nearly 4,000 reviews. 74% rate it 5 stars, praising its automation, insights, and ability to drive revenue.

On Capterra, reviewers highlight Salesloft's intuitive UI, analytics, and time-saving benefits, giving it an overall rating of 4.0. Some note the learning curve and desire for more customization.

Reddit and TrustRadius feedback is largely positive, with users finding Salesloft superior to competitors in key areas. They appreciate features like automation, integrations, and support, while a few mention occasional performance issues. The consensus is Salesloft provides significant value for B2B sales teams.

13. Drift

Drift is an AI-powered conversational marketing and sales platform that helps businesses engage with website visitors in real-time. By providing automated chatbots and live chat capabilities, Drift facilitates instant support and converts inquiries into sales opportunities, making it a valuable addition to any sales workflow software stack.

Key Features

• Automated chatbots that interact with visitors 24/7, providing instant support and lead qualification
• Live chat for real-time conversations with website visitors, enabling personalized engagement
• AI-powered intent analysis to understand user needs and context, guiding conversations effectively
• Seamless integration with CRMs and other sales tools for end-to-end workflow optimization

Popular Use Cases

• Engaging website visitors with tailored messages based on their behavior and demographics
• Qualifying leads automatically by asking relevant questions and routing them to the right sales rep
• Providing round-the-clock customer support without additional human resources

Pros

• Enables real-time engagement with website visitors, capturing leads at the moment of highest interest
• Automates lead qualification, allowing sales teams to focus on high-value opportunities
• Offers customization options for chatbots and live chat to match branding and unique business needs

Cons

• The learning curve for setting up and optimizing complex automation sequences
• Pricing may be steep for small businesses, with plans starting at $2,500/month
• Some users report occasional UX issues and a desire for more advanced reporting features

Pricing

• Starts at $2,500/month for small businesses (billed annually)
• Custom enterprise pricing is available
• 14-day free trial offered

Reviews

On G2, Drift has an average rating of 4.4 out of 5 stars from over 1,200 reviews. Users praise its automation capabilities, ease of use, and ability to generate more conversations.

Capterra reviewers give Drift an overall score of 4.5 out of 5, highlighting its effectiveness in engaging website visitors and accelerating the sales process. Some note minor UX issues and room for improvement in reporting.

Feedback on Reddit indicates Drift is a powerful tool for conversational marketing when used strategically. However, some users caution against over-reliance on chatbots without human oversight.

14. Close

Close is an all-in-one CRM designed specifically for small businesses looking to close more deals faster. With built-in calling, SMS, and email features, Close enables sales teams to manage their entire sales process without leaving the CRM. Close's productivity tools like Call Assistant, Workflows, and Power Dialer help reps reach more leads and close more deals efficiently.

Key Features

Close offers several key features that make it an excellent fit for small sales teams:

• All-in-one communication with built-in calling, SMS, and email
• AI-powered tools like Call Assistant for automatic call transcription and summaries
• Powerful automation with Workflows to streamline repetitive tasks
• Easy customization with Custom Fields and Activities to adapt to unique sales processes

Popular Use Cases

• Streamlining sales workflows by managing all communication and activities in one place
• Improving rep productivity with tools like Power Dialer and automated Workflows
• Coaching and training sales teams using Call Assistant insights

Pros

• Fast setup and onboarding that takes hours, not weeks
• Simple yet flexible platform that can be customized to specific needs
• Affordable and transparent pricing for small businesses

Cons

• Lacks some advanced features compared to enterprise CRMs
• Reporting capabilities may be limited for larger teams
• No mobile app for Android (currently in development)

Pricing

• Starts at $59/user/month for the Startup plan
• Professional plan at $109/user/month adds more automation and collaboration
• Enterprise plan at $149/user/month includes enhanced customization
• 14-day free trial available, no credit card required

Reviews

On G2, Close has an average rating of 4.7 out of 5 stars from over 1,150 reviews. Many users praise its ease of use, built-in communication tools, and automation capabilities for small sales teams.

Capterra reviewers give Close an overall rating of 4.7, highlighting the time-saving benefits of managing everything in one platform. Some noted minor UX issues but appreciate the responsive customer support.

Close users on Reddit find it to be a solid, sales-focused CRM when used for its core strengths. While it may lack some enterprise features, most agree it provides good value for small teams looking to scale. They like the streamlined interface and customization options.

15. Freshworks

Freshworks' Freshsales is an AI-powered sales CRM software best suited for running smart sales campaigns and planning sales processes through Kanban views.

Key Features

Freshsales offers several AI-driven features to help sales teams close deals faster:

• Freddy AI offers deal recommendations to avoid last-minute bottlenecks
• Automate tasks like sending emails, setting reminders, and customer onboarding
• AI-powered insights for superior lead tracking and management

Popular Use Cases

• Running smart sales campaigns powered by AI recommendations
• Planning and visualizing sales processes using Kanban views
• Automating repetitive tasks to focus on closing deals

Pros

• AI-driven insights help prioritize high-potential leads
• Automates manual tasks to save time
• Customizable sales pipelines and processes

Cons

• Occasional bugs and lags reported by some users
• Customer support could be more responsive
• Limited data export and integration options

Reviews

On G2, Freshworks has an average rating of 4.5 out of 5 stars from over 7,300 reviews. 76% of users rated it 5 stars, praising its intuitive interface and AI-powered automation.

A Capterra reviewer said "It is good, I am having more return than other platforms that we are currently using." They liked the easy setup but noted limitations with unlocking advanced features.

Reddit users appreciate Freshworks' cost-effective plans for growing businesses. However, some noted issues with their AI chatbot and inconsistent customer support.

Pricing

• Growth plan starts at $15/user/month billed annually (about $18/user/month billed monthly)
• Pro plan starts at $39/user/month billed annually ($47/user/month billed monthly)
• Enterprise plan starts at $69/user/month billed annually ($83/user/month billed monthly)
• Free 21-day trial

16. Ambition

Ambition is a sales enablement tool that encourages healthy competition among sales reps by integrating with data sources and scoring user performance in real-time using benchmarks set by sales managers. It is included in this list of top sales workflow software due to its unique features like personalized sales anthems, real-time leaderboards, and advanced reporting that make it an effective tool for motivating sales teams and driving better performance.

Key Features

Ambition offers features that make it stand out as a sales enablement tool:

• Sales TVs with real-time triggers, leaderboards, goals, and custom messages to keep the team motivated
• Personalized sales anthems when reps exceed milestones
• Auto-generated user highlight feeds and advanced reporting for valuable performance insights
• Integrations with Salesforce and other key sales tools

Popular Use Cases

• Motivating sales teams with contests, challenges, and real-time recognition
• Aligning sales KPIs and goals across the organization
• Coaching sales reps based on performance data and insights

Pros

• Drives immediate engagement and motivation across sales teams
• Provides transparency into sales rep performance and productivity
• Personalizes recognition and celebrations for top performers

Cons

• Requires accurate CRM data entry by reps to be fully effective
• Some setup and customization effort needed to align with sales KPIs
• Pricing is not transparent and requires a custom quote

Reviews

On G2, Ambition has an average rating of 4.6 out of 5 stars from 572 reviews. Users praise its ability to drive engagement, automate KPI tracking, and make performance fun and competitive.

Capterra reviewers also give Ambition strong ratings, with many noting it helps with rep motivation, productivity tracking, and identifying coaching opportunities. A few mention the initial learning curve and need for CRM discipline.

Feedback on Reddit and other forums is generally positive, with sales professionals finding Ambition valuable for encouraging the right sales behaviors, though some feel it works best for entry-level roles. Most agree it's a helpful tool when used to supplement a strong sales culture and process.

17. Copper

Copper is a CRM platform that was built specifically for Google Workspaces, making it an ideal choice for businesses already using Google apps. Copper's pipeline analytics automatically capture data as customers move through a visual sales pipeline, helping teams understand their sales process. The platform also includes interaction tracking, allowing businesses to monitor and record customer interactions at every stage.

Key Features

• Sales pipeline management with visual pipelines to track deals
• Interaction tracking to monitor customer communications
• Customizable reports to gain insights tailored to business needs
• Lead qualification features to prioritize high-quality prospects

These features make Copper well-suited for businesses looking to better understand their sales process and customer relationships.

Popular Use Cases

• Visualizing the sales pipeline to identify bottlenecks or drop-off points
• Tracking all customer interactions to provide personalized service
• Generating custom reports for specific questions or metrics

Pros

• Seamless integration with Google Workspace apps
• Visual pipelines make tracking deals intuitive
• Robust interaction tracking provides complete customer view

Cons

• Limited scalability for very large enterprises
• Focused primarily on Google integrations
• Pricing can be high for teams needing advanced features

Pricing

• Starter plan at $23/user/month billed annually (~$29/month billed monthly)
• Professional plan at $59/user/month billed annually (~$69/month billed monthly)
• Business plan at $119/user/month billed annually (~$139/month billed monthly)
• 14 day free trial available

Reviews

On Capterra, Copper has an overall rating of 4.0 out of 5. Reviewers praise its ease of use, helpful automation features, and time-saving benefits. A few users noted minor UX issues.

G2 reviews show users find Copper makes it easy to track everything related to a client in one place. It has an average 4.2 out of 5 star rating. Some reviews mention the Chrome extension could be improved.

Discussions on Reddit suggest Copper is more suited for medium-sized businesses than small startups. Users advise carefully evaluating feature needs and pricing. Overall sentiment is that Copper provides good Google Workspace integration for sales teams.

18. Dealfront

Dealfront is a GDPR-compliant B2B sales prospecting and lead generation tool that helps sales and support teams keep their funnels full of high-quality prospects. With over 100 unique filters to identify prospects that match target customer profiles, Dealfront provides complete, contextual information to support sales efforts without infringing on privacy.

Key Features

Dealfront's key features focus on identifying high-potential leads:

• Advanced filtering to find prospects that fit your target customer profile
• Complete customer profiles with contextual information
• Sales triggers that alert you when strong candidates visit your site or appear in the news
• B2B look-alike recommendations to expand your prospect pool

Popular Use Cases

• Generating leads from website visitors by identifying anonymous companies
• Enriching lead data with contextual information to personalize outreach
• Receiving real-time alerts on high-potential prospects based on intent signals

Pros

• Extensive data access that is GDPR-compliant
• Combines inbound and outbound lead generation capabilities
• Integrates with CRMs to sync data and streamline workflows

Cons

• Higher pricing tiers may be cost-prohibitive for smaller businesses
• Complexity of the platform requires some training to utilize fully

Pricing

• Basic: $199 per month (billed annually)
• Pro: $999 per month (billed annually)
• Premium: $2,999 per month (billed annually)
• 14-day free trial available

Reviews

On G2, Dealfront has an average rating of 4.6 out of 5 stars from 91 reviews. Users praise its data quality, team empowerment tools, and ability to identify high-potential leads.

Capterra reviewers highlight Dealfront's industry targeting capabilities and easy CRM integration. However, some note that the keyword suggestions are lacking. The tool receives an overall rating of 4.0 on the platform.

Feedback on Reddit indicates that Dealfront is an effective alternative to other lead generation tools, with users appreciating features like the contact database and GDPR compliance. LinkedIn Sales Navigator is often mentioned as a complementary tool to use alongside Dealfront.

19. Bombora

Bombora is a sales automation software that monitors target accounts as soon as they show intent to make a purchase. This allows sales teams to engage prospects early, gaining a competitive advantage. Bombora provides insights into which accounts are researching your competitors, enabling more targeted and effective outreach.

Key Features

Bombora offers several key features that make it a valuable tool for sales automation:

• Monitors target accounts for purchase intent signals
• Identifies accounts researching competitors
• Integrates intent data with CRM and marketing tools
• Provides detailed analytics and reporting on account activity

Popular Use Cases

• Prioritizing outreach to high-intent accounts
• Personalizing messaging based on topics of interest
• Aligning sales and marketing efforts around intent data

Pros

• Identifies in-market accounts before competitors
• Provides a comprehensive view of buyer intent
• Integrates seamlessly with existing tech stack

Cons

• Can be complex to fully leverage intent data
• Pricing may be prohibitive for smaller teams
• Requires thoughtful strategy to act on insights

Reviews

On G2, Bombora has an average rating of 4.4 out of 5 stars from 155 reviews. Users praise the wide range of topics covered and the accuracy of the intent signals.

A Capterra reviewer noted Bombora is a "great intent tool" that helps "know the account intent," though they mentioned it may be costly for smaller firms to implement.

Reddit sentiment suggests Bombora is a comprehensive tool for B2B marketing and sales teams. One user called it the "most fantastic thing" for analyzing customer needs and improving targeted outreach.

Pricing

• Pricing is based on the specific needs of each company
• Bombora offers various packages tailored to different use cases
• Interested buyers should contact Bombora for a custom quote
• A free trial is available to test the platform

Conclusions

Choosing the best sales workflow software depends on your specific needs, team size, budget, and desired features. When evaluating options, consider tools that offer automation, integrations, customization, and robust reporting to help streamline and optimize your sales processes.

Among the most popular choices are Bardeen, an AI-powered browser extension for automating repetitive tasks; Clearbit, a lead enrichment solution that integrates with HubSpot; and Pipedrive, a visual CRM for organizing and tracking sales activities.

To get started with sales workflow automation, we recommend downloading Bardeen's Chrome extension for free. You can also sign up for a free account or start a 14-day free trial of its premium features to experience the full power of the tool. By leveraging Bardeen's AI capabilities and extensive integrations, you can save time, boost productivity, and focus on closing more deals.