Best Sales Force Automation Software for Mid Size Business - Page 3
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Compare the Top Sales Force Automation Software for Mid Size Business as of April 2026 - Page 3
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1
SalesWorx
Unique Computer Systems
Mobile Sales professionals need up-to-date information and critical facts and figures anywhere, anytime. Making your sales force more productive and streamlining sales force processes will increase sales, increase efficiency, and decrease costs, thus creating a competitive advantage for your business. Mobile Sales Force Automation is a key requirement for fast-moving businesses today. Unique Computer Systems' integrated solution for mobile field sales can increase your field sales representatives' effectiveness and productivity while reducing their downtime, by providing faster, easier and up-to-date access to their business critical information on enterprise systems, corporate databases and applications. -
2
Livespace
Livespace
A next gen. B2B process-focused CRM, with task & sales automation - Livespace is an intuitive & adaptable, cloud-based CRM platform, built for professionals by those in the know. Streamline your sales process, set goals, and keep all your customer information up to date. Using its adaptable lead scoring system & its automated sales processes, Livespace users are able to gain the most from every lead. With its open API for seamless integration, as well as mobile / tablet access, Livespace allows its users to prioritize & spend time where it matters.Starting Price: $19.00/month/user -
3
GoSales
Max Mobility
GoSales ensures 360 degree coverage for an Enterprise customer in the Sales & Distribution ecosystem.It's an award winning SFA & DMS solution which manages and micro manages all the critical success factors in the sales & distribution lifecycle. When from marking attendance to registering new vendors is as easy as entering it into a sales force automation app on the mobile, your sales executives can conveniently record data that leads to actionable insights! When your ASMs can pre-plan a journey for every sales executive right from their fingertips and monitor whether the journey has been followed, safe to say they will be a happier camper improving the team’s productivity! When your sales head has graphs, extensive reports, and analytics to measure primary and secondary sales performance, improved action plans that increase revenue and reduce costs are almost guaranteed! -
4
SAP Sales Cloud
SAP
SAP Sales Cloud. Understand your customers, improve sales engagement, and build relationships that last. Deliver exceptional sales experiences Increase revenue and foster advocacy by supporting customer-centric sales engagements with a 360-degree view of every customer and interaction. Let your sales organization spend more time building relationships and engaging with customers. With the SAP Sales Cloud solution, you can streamline and automate critical selling processes and empower sellers with intelligent recommendations. Cloud deployment. Unified view of every customer. Seamless offline and online mobile experience. Intelligent recommendations, insights, and analytics. Key Benefits. Sales process automation. Increase win rates. Boost sales effectiveness with AI recommendations tailored to each opportunity and intelligent automation of labor-intensive tasks, such as interaction capture. Sell anytime, anywhere. Engage customers strategically and make every interaction -
5
Evercontact
One More Company
Let Evercontact keep your address book up-to-date, magically creating new contacts and updating existing ones. More than 40% of the average address book changes within 3 months. Evercontact ensures you always have the latest contact info. Evercontact extracts contact info from the email signatures in your incoming email. Our service creates new contacts for you and also auto-updates any changes to your existing contacts. Our subscription plans allow for unlimited contact updates, multiple email accounts, centralized address books, CSV downloads and CRM integration. Your personal information belongs to you and you alone. Evercontact is GDPR compliant when it comes to user security and data privacy. Our service is available for Gmail, Outlook and Office 365.Starting Price: $5.00/month/user -
6
Azurepath
Azurepath
Azurepath is an easy to use lead management software created to help generate, manage, and boost prospects. Using the drag and drop feature, users can easily track activity, keep leads current, generate reports and forecasts, and create critical insights automatically and in real-time. Never lose track of another lead again and track all account history by giving your sales team the edge they have wished for by implementing the Azurepath solution.Starting Price: $14.95/month/user -
7
Reply
Reply
Reply.io helps sales teams book more meetings and close deals faster with AI-powered, multichannel outreach. It is your all-in-one sales engagement platform that automates outreach, finds leads, and turns them into booked meetings. Reply’s built for sales teams, founders, and agencies who want to grow their pipeline without the manual grind. Just plug in your strategy → Reply handles the rest. Key features: - AI SDR that works for you; - Built-in B2B database; - Multichannel outreach; - Findy Chrome Extension; - AI-powered personalization; - Email Deliverability Suite. What makes Reply different: - Your own AI SDR that doesn’t just automate, It actually learns your product and adapts your outreach. - Whitelabel available. Perfect for agencies that want to offer a branded solution. - Agency Growth Hub. Purpose-built tools for lead gen agencies: dashboard, API, client management, bulk actions.Starting Price: $49/user/month -
8
inSitu Sales
inSitu Sales
Insitu Sales is a company that specializes in providing innovative sales solutions for businesses in the wholesale, distribution, and manufacturing industries. inSitu Sales provides a comprehensive mobile sales application that features route management, order taking, inventory management, other tools to streamline the sales process. Equip your sales teams with mobile devices and access to real-time data, enabling them to efficiently manage customer interactions, track inventory, and process orders on the go. Providing an all-in-one cloud based mobile order management system with ERP integration (QuickBooks®, Xero, SAP and Excel). Insitu Sales offers B2B eCommerce solutions designed to facilitate online transactions between businesses. Our B2B eCommerce platform provides a user-friendly interface where businesses can create their online catalogs, showcase their products, and enable customers to place orders directly through the platform.Starting Price: $34.99/month/user -
9
URVA Sales
URVA
The URVA Sales Force Tracker is a mobile-friendly sales tool which brings your entire sales & distribution team on the same page. Sales teams normally interface with new leads to generate business and existing customers to upsell and grow business relationships further. While this may happen regularly or irregularly, there is rarely visibility on the whats happening without a tool that connects the people on the ground to the people in the HQ. URVA enables the bridging of this gap. The sales personnel on the go, have a nifty app on them, which allows them to record all customer interactions in seconds, and that too with geotagging for visibility. In return managers get to view what's happening and guide their teams about new products & services as well as targets & plans for the week/month without having to talk to every team member. Finally, at a leadership level, all these interactions are available for consumption in bit sized dashboards.Starting Price: $8 -
10
Spinify
Spinify Pty Ltd
Spinify makes hitting sales goals exciting. Our sales gamification platform turns KPIs into live competitions, instant recognition, and rewards that keep teams motivated and performing at their best. Real-time leaderboards show exactly where everyone stands. Automated celebrations, badges, and prizes keep momentum high—no extra work required. Fully customize challenges to match your goals. Use AI coaching to give reps the insights they need to improve faster and win more. Boost morale, increase productivity, and create a culture of success your team loves. Trusted by GE Appliances, Re/MAX, Amica, and Dialpad, Spinify has powered 1.5M+ leaderboards that drive engagement, accountability, and results. Motivate. Engage. Win.Starting Price: $6/month/user -
11
FieldSense
QLC
FieldSense is a field force automation solution that brings together a smart workflow for organizations that have a robust field force in action. With real-time tracking, it enables businesses to monitor their field staff's activities and locations to ensure smooth field operations. It provides instant status updates, facilitating effective communication and coordination among field forces and managers. It also offers comprehensive reporting and analytics, delivering actionable insights for informed decision-making. FieldSense has streamlined the workflow of more than 2000 organizations spread across 85 countries by digitizing their workflow and enabling them to achieve operational excellence in their field operations.Starting Price: $6 per user per month -
12
Automation Hero
Automation Hero
Automation Hero's end-to-end platform takes a democratized, bottom-up approach to intelligent automation. With a no-code GUI, users can easily build automations ranging from mundane and manual works tasks and complex business processes, adding in AI at any point without relying on data scientists or IT. The platform includes Hero_Sonar for process mining, Hero_Go for screen scraping, AI Studio to upload or build/train AI models and Flow Studio to build automation flows (with optional AI models) and Robin, Automation Hero’s personal automation assistant, for human-in-the-loop integration. Robin also serves as a feedback loop to improve AI models. Automation Hero is available on-premise or in the cloud. Pricing is consumption-based and includes built-in orchestration.Starting Price: $6 per node -
13
Go4Clients
Go4Clients
Automate customer engagement with our Drips technology. Go4Clients latest Drips feature uses a combination of SMS, Voice, Email, and Mobile Landing Pages to interact with your customers. Map out the customer journey and let consumers flow down your sales funnel automatically. Trigger messages with different channels based on a user's actions or no actions. Want to BOOST YOUR SALES? Easy. Integrate your current forms to Go4Clients and automate your communications in just a few minutes. Go4Clients allows you to automatically pass data to and from other web services without writing a single line of code. DRIPS make omnichannel and automation simple. Just pick your message and choose the most relevant channel for the very right time. Let’s start connecting with customers anywhere in the globe. Go4Clients has worked across many Industries.Starting Price: $50 per month -
14
JeffreyAI
JeffreyAI
JeffreyAI is an AI-driven business automation software designed to enhance sales and marketing efforts. It offers solutions for lead generation, email automation, social media posting, WhatsApp marketing, and SMS marketing. Additionally, it provides tools for organizing workflows, engaging clients through dynamic capabilities, and automating various tasks to transform business strategies. By integrating advanced AI features, JeffreyAI aims to streamline operations, improve efficiency, and drive business growth, allowing users to focus on relationship building and deal negotiations. * Marketing Automation * Sales Automation * CRM (Customer Relationship Management) * Email Marketing * Social Media Management * SMS & WhatsApp Marketing Tools * AI Sales Assistant * Workflow Automation * Business Intelligence * Conversational Marketing * Lead GenerationStarting Price: FREE -
15
Momentum
Momentum
Momentum is a Revenue Orchestration Platform purpose-built for go-to-market teams. It moves beyond workflow automation by connecting conversations, systems, and actions into one seamless execution layer. Momentum integrates across the entire sales stack — including Salesforce, Slack, Gong, Outreach, Google Workspace, Asana, Jira, Notion, Zendesk, Stripe, Salesforce CPQ, and more — ensuring that every customer interaction drives structured execution without adding manual overhead. Today, Momentum powers thousands of orchestrated workflows each month for mid-market and enterprise leaders working with Demandbase, 1Password, Zscaler, Ramp, Owner, Cherry, Alation and more, helping revenue teams eliminate inefficiencies, unlock insights, and accelerate outcomes.Starting Price: $69/user/month -
16
Gold-Vision CRM
Esteiro Business Solutions
Win more customers and increase client satisfaction with Gold-Vision CRM, a customer relationship management (CRM) platform. Gold-Vision CRM modules include marketing, sales, projects, support, and events. Organizations of all sizes are suitable for Gold-Vision CRM. Automatic tracking and synchronization of emails are two of the core features of Gold-Vision CRM. With Gold-Vision CRM, users can use the dashboard to gain valuable customer information for analysis.Starting Price: $21.50/month/user -
17
Onsight
Maxxor Business Solutions
Onsight is a comprehensive suite of mobile sales applications specifically created for manufacturers, wholesalers, and distributors. Flexible and easy to use, Maxxor Business Solutions helps improve sales performance by hastening the ordering process. Available on the iPad, Windows tablet, and Android, Onsight allows sales reps to use their mobile devices to manage client information, show new products to customers, and quickly create quotes and orders even when they are offline or on the road.Starting Price: $25.00/month/user -
18
Marketing Optimizer
Marketing Optimizer
Marketing Optimizer is an all-in-one marketing automation platform that empowers sales organizations to generate more leads and close more deals. The platform integrates a wide range of tools to help sales teams win, including A/B and split testing, call tracking, lead management, campaign tracking, email marketing, and more. It also integrates with leading website testing, web analytics, and landing page optimization software.Starting Price: $33.00/month/user -
19
Upsales
Upsales
Get lead recommendations based on your sales history and contact data for all registered companies in the U.K. Invest your time in the right deals and activities. View everything from pipeline value and status, to deal probability and risks. Who bought product A but not B? Uncover upsell opportunities and be notified when a customer of yours is ready to buy more. Automatically analyze sales performance data and get accurate revenue forecasts for your team. Integrate your ERP and track all of your SaaS KPIs in one place. Automatically analyse sales performance data and get accurate revenue forecasts for your team. Integrate your ERP and track all of your SaaS KPIs in one place. SaaS is one of the most scalable business models out there. A well-functioning SaaS provider should be able to grow fast with profitability. At least, in theory. Over 1800 fast-growing companies use Upsales every day to scale their business.Starting Price: $80.00/month/user -
20
eRep
Revalize
eRep CPQ (configure price quote) software empowers manufacturers and distributors that need to simplify their complex quote-to-order processes with a modern cloud platform. eRep enables sales teams to accurately quote faster and sell smarter while accelerating growth with faster sales rep onboarding, enhanced business intelligence, and improved customer experience. eRep functions as an independent bridge between your CRM and ERP while remaining platform agnostic - meaning you don't have to use a specific CRM or ERP to take advantage of eRep's CPQ capabilities. From guided selling to multi-channel sales management, eRep can help you onboard new reps faster, follow up on sales activities, and give managers meaningful insights into your sales pipeline - even from independent reps! eRep goes beyond traditional CPQ by incorporating selection software and quote-specific product document generation - including technical drawings - making it an ideal choice for manufacturers!Starting Price: $75/user/month -
21
Mixmax
Mixmax
Get more replies, book more meetings, and ensure nothing falls through the cracks. Powering fast growing companies that care about customer experience. Win more replies, meetings, and deals with smart messaging. Improve the customer experience and increase team engagement. Know exactly which candidates open your email, and what content they viewed. Increase sales performance, align your reps, and automate busywork. Analyze performance trends and improve process form a bird’s eye view. Open more doors and 10x your productivity without leaving your inbox. Improve CRM hygiene and automate busywork with automatic Salesforce syncing. You'll know as soon as someone opens your message with real-time email tracking & alerts. Know exactly which messages get the most engagement. Compare impact by team, individual, and campaign. Receive alerts on desktop, email or Slack based on the actions you choose.Starting Price: $9.00/month/user -
22
Rethink Workflow
Rethink Workflow, Inc.
Rethink Workflow is a free, simple, powerful, and secure business process automation tool that allows NGOs, businesses, and enterprises to create forms and design workflows online.Starting Price: $2.99/month/user -
23
LeadIQ
LeadIQ
Helping sales reps win. LeadIQ makes prospecting easy, fast and most of all... fun! Our mission at LeadIQ is to empower sales teams to prospect smarter. Build lead lists in minutes, not days. Ditch the old database and research prospects first to build a more meaningful connection and close more deals. Our flagship product, the LeadIQ Chrome Extension makes prospecting outside the CRM super easy, while eliminating data entry for reps. Research your prospects, get up to date contact data, and push it into your favorite sales tools. Built for developers, access one of the world's largest B2B datasets of prospects via our business intelligence API. Add contact data, company info and social media info into any technology with a few lines of code. An entrepreneur's best friend. Use Scout if you work in sales, run your own startup, or are trying to reach out to anyone. Our free extension gives you access to millions of people's email addresses as you browse company websites.Starting Price: $45 per user per month -
24
DemandFarm
DemandFarm
Key Account Management (KAM) is broken today. Sales leaders have limited confidence in their people, processes, and tools, thanks to static account plans built on PPTs and point solutions. At DemandFarm, we're on a mission to unlock the world's Key Account Management black boxes so that you can: 👉 Visualize complex organizational hierarchies 👉 Unearth hidden growth opportunities 👉 Build proactive stakeholder engagement strategies 👉 Create context-rich dynamic account plans 👉 Take large opportunities to closure faster DemandFarm is a Gartner and Forrester recognised vendor in the Digital Account Planning Tools and Account Based Selling categories respectively. Since 2016, DemandFarm has helped 200+ global organizations like DHL, Zebra Technologies, TaskUs, Slalom, Salsify and more accelerate deal velocity in their key accounts, uncover relationship blindspots, boost upsell and cross-sell revenue, and centralize key account intelligence. DemandFar -
25
Whois Visiting
Whois Visiting
Website Visitor Tracking Software | B2B Lead Generation Identify website visitors & reveal the businesses looking at your products or services. Real-time company data and information 🔍💻📈 14-Day Free Trial ✅ Book A Demo today 🙋♀️🙋♂️Starting Price: $49.00/month/user -
26
Velocify
ICE Mortgage Technology
To survive and succeed in today’s mortgage market, you need a streamlined and optimized sales process. Velocify®, a part of the ICE Mortgage Technology™ Platform, puts sales automation to work to keep your team organized and focused on activities that drive more business. Streamline and enforce your unique sales process within Salesforce so your sales leaders, Salesforce admins, and loan officers can focus on growing the business and closing more loans. Your Salesforce environment will instantly become a powerful sales prospecting, closing, and reporting engine. Are you ready to increase your lead conversion rates by up to 400%? Retrieve mortgage leads from over 1,400 integrated lead sources, automatically distribute new leads and reassign unworked leads, prioritize all sales communications, and create customized sales workflows so all leads are acted upon. Respond faster to high-priority leads, sell smarter, and close more loans.Starting Price: $60 per user per month -
27
BuzzBoard
BuzzBoard Inc.
BuzzBoard uncovers data-driven insights about SMBs that drive more meaningful conversations for marketers and sellers, resulting in increased sales across the customer lifecycle. By applying data science and digital signals to the world’s most extensive collection of business intelligence about SMBs, BuzzBoard answers the most important question for marketers and sellers: why will my prospects and customers want to engage? BuzzBoard transforms unproductive sales interactions into customized opportunities to improve customer engagement, book more appointments and close deals faster. BuzzBoard’s unique, insights-driven technology provides micro-targeting capabilities for prospecting, identifies upsell and cross-sell opportunities to grow existing customers, automatically monitors top accounts to increase retention, and generates compelling content that fuels customer engagement. -
28
Mapadore
Mapadore
Planning activities keep you from spending time with your clients because they are time consuming. You waste entire days trying to collect data that are not organized in the same place and you spend long hours trying to interpret them. You are not able to make data-driven decisions, as you don't know how to analyze and translate your data into effective actions. You are able to manage your sales network without the need of multiple tools. Your planning activities are optimized and you can finally focus more on your clients. You have full visibility on multiple factors such as: distance, relevance, current agenda. Thanks to the Algorithm Driven Execution (ADE) process you can make the most of the data in your CRM. Display of the most efficient routes by simply clicking on one button.Starting Price: $29 per user per month -
29
Sortd
Sortd
Turn your daily email chaos into organized workflows. Manage all your Email, Tasks & Teamwork in one place, right from your Gmail Inbox. Sortd transforms your Gmail Inbox into a dynamic workspace that boosts your productivity and simplifies your life. Built on the most reliable platform in the world... your Inbox. There are loads of useful email apps out there, but you already use Gmail. So we built Sortd to work right there. No more need to switch between apps all day. Sortd Boards are a perfect place for emails that you usually mark as unread. Set up as many boards as you need to organize your work in contexts. Your Inbox was never meant to be a To Do list. This is. Start every day with a clean slate, decide which emails to action, then power through your plan distraction free. Pop tasks and emails back into your Inbox when they need to be actioned or followed-up.Starting Price: $6 per month per user -
30
Anthill CRM
Anthill
One solution to manage your entire customer journey. Streamline your process, make smarter decisions, and accelerate growth. Fully customizable to work your way! Automate repetitive tasks to reduce costs. Impress and inform customers with professional and personalized communications. Learn from prospects and customers using feedback emails. Create unique dashboards for every team. Use filters to get the information you need. Drilldown to customer-level data and full notes history. Easily export for further processing. Are you trying to piece together reports from different tools with multiple login details and different support teams in order to understand your business? The larger your tech stack, the more unstable your business becomes and it can soon come crashing down. Anthill gives you instant control and visibility across your entire company, with one clean and easy-to-use interface.Starting Price: $45 per month
