Best Sales Force Automation Software for Mid Size Business - Page 4
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Compare the Top Sales Force Automation Software for Mid Size Business as of April 2026 - Page 4
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1
Crescendo
Sependa, Inc
Crescendo is a mobile sales enablement and presentation tool tailored for marketing, sales field teams and everyone else who require reliable access to updated content on their mobile device, online and offline. Crescendo directly accesses content on Sharepoint, Google Drive, Salesforce.com, Box.com or OneDrive, so you never migrate documents outside of these proven security-approved platforms. Stunning visual customization can easily be done by anyone without a tech background. Crescendo turns files and folders into a branded, elegant presentation resource for iPad, iPhone or any Web device. Your teams of 10 to 500 can get started within minutes.Starting Price: $12.00/month/user -
2
Trackence
Trackence
Whether you are into FMCG or pharmaceuticals, you can customise Trackence to fit your needs. We have excellent powerful tools to see exactly what needs your attention and help you keep things on track. We understand training gaps and hesitation in moving to any new technology. That's why we have made both our app and web platforms extremely easy to use. Trackence has been designed with feedback from real sales teams and the effort shows in our extremely easy to use mobile apps. Trackence Mobile is loaded with utility features designed with focus on mobile sales teams in mind. Features like guided visit plans and offline ordering/reporting make it an indispensable tool for any sales resource in action. Experience the concept of profitability through the use of technology. Daily visit plans with Location Tracking. Powerful reporting and Dashboard. 5 min onboarding with EasySetup.Starting Price: $15 per month -
3
SalesAutoPilot
SalesAutoPilot
Choose what best describes the way you sell your goods/services and we’ll show you a few ways you can easily awesomize your bottom line using automation. Automate any sales, marketing or communications process in your business. No need for IT or coding. Great personalized communication doesn’t stop with email. Send behavior-based text messages, printed DMs or pdfs. Heck, tie a call center to your marketing platform! It’s quite easy to get your first processes running and doing work. As you’re seeing results, you can automate better and more with advanced features. SalesAutopilot easily integrates with pretty much any website without coding. This gets your leads, signups and orders from your site right into SalesAutopilot. SalesAutopilot has its own landing page editor with many templates; but you can just as easily integrate it with most landing-page building softwares’ own forms.Starting Price: $41 per month -
4
SalesDirector.ai
SalesDirector.ai
SalesDirector.ai is a revenue data platform that helps B2B sales organizations scale by capturing and delivering intelligent sales data and analytics to the entire revenue stack. We capture email and calendar data from sales rep activity and cross-reference it with CRM data to deliver predictive insights about their pipelines, behavior and customer interactions. These insights are delivered directly to their CRM or can be visualized in their favorite BI tool (such as Tableau, Domo, Google Data Studio, Power BI or even Einstein Analytics). Armed with these predictive insights, sales organizations can accelerate and optimize their opportunity pipelines, increase their win-rates and power their entire revenue stack with reliable, intelligent sales data. SalesDirector.ai is used by leading companies like MongoDB, JD Power, Digital Map, Wicresoft and DeltaData.Starting Price: $29.00/month/user -
5
Insycle
Insycle
Identify duplicate contacts, companies, deals by any field and merge in bulk. CSV reports, flexible rules for picking master, preview mode and automation. Improve personalization by standardizing job titles, address, industry, and other text fields. Segment and create targeted campaigns using consistent data. Import from CSV using templates and flexible update controls in order to avoid creating duplicates or overwriting important data. Cleanse before import. Identify incomplete, improperly formatted, inaccurate data and fix it. Remove redundant data, fake contact emails and phone numbers, and other bad data. Bulk update records and fields using functions, for example, proper case names and remove whitespace, format phone numbers, and more. Easy ETL. Compare CSV to existing records inside your database, match rows to records by any field(s), to identify matching and missing records. Instead of exporting to CSV and wrestling with VLOOKUP, IDs, and SQL.Starting Price: $5 per month -
6
ezTask.io
AppiVa Software
Grow your business with the simplest CRM in town, that is driven by your sales process. Improve customer engagement, drive leads to closure, and nurture existing customers with our simple and intelligent sales force automation software. As they say, nothing happens unless someone sells something. And whatever you sell, you need people / leads to sell to. Manage this lifeline of sales almost hands free. You don’t build a business; you build people. And then people build the business. Nurture relationships with responsive communication to continue to build your business. Get the full ezTask.io experience on your iOS and Android devices and run your business from just about anywhere. We take care of clearing all the clutter on your plate, because we understand, all that sales professionals want to do is focus on sales.Starting Price: $19/month/user -
7
Salestrip
Appstean Infotech Private Limited
Salestrip is a powerful SFA platform designed to transform field sales processes across industries such as Pharma & Life Sciences, Medical Devices, Diagnostic Labs, Animal Products, OTC, Generic Brands, FMCG, and CPG. Salestrip SFA is built to boost sales team productivity and enable businesses to seize more opportunities in less time. It offers a comprehensive suite of modules covering essential business functions, including • Customer Planning & Segmentation • Geo-Tagging & Geo-Fencing • Daily Activity Reporting • Expense Automation & Claims • Coaching, LMS & Performance Tracking • Competitor Analysis (RCPA) • Campaign Execution & Tagging • HCP Surveys & Profiler • Order Booking & Inventory Management • Messaging, Alerts & Broadcasts • Approval Workflows & Admin Controls • Territory Profitability & ROI Analytics Salestrip helps businesses craft winning strategies and make data-driven decisions for sales success.Starting Price: $0 -
8
Autoklose
Autoklose
Close more deals faster. Sales engagement platform and B2B data all-in-one. Built for entrepreneurs, sales, and marketing, Autoklose helps you and your teams. Target the right prospects by utilizing our huge database packed with clean, verified B2B leads from different industries and applying a number of different powerful filters. Engage your prospects and convert them into loyal customers by sending out sequences of highly tailored emails at scale, fine-tuning your campaigns real time, and automating your sales process. Grow your business by managing your teams, monitoring the performance of your campaigns and each individual team member, analyzing reports directly from your dashboard. Monitor your rates – sent, delivery, bounce. Track your KPIs opens, clicks, replies and take smart action. Access your campaign stats instantly. Track your sent, delivery, open, click-through, reply, and bounce rates. Easily predict customer engagement patterns and behaviors and more.Starting Price: $49.99/month/user -
9
Lystloc
Lystloc Inc.
Lystloc is a location intelligence mobile application to manage your sales team, field support team and office employees. Locate, assign and track employees. Reduce your field team's travel time and documentation work. Lystloc helps you save time, manage your sales team effectively thereby giving you an extra-edge to generate more business. Spend your time effectively to client acquisition. Lystloc provides advanced GPS tracking solution for your workforce or vehicles or API integrations.Starting Price: ₹199 per user/month -
10
SAN SFE
SANeForce
Our Sales Force Automation enables pharmaceutical companies in being ahead of the changing market dynamics. It is a robust way to effectively pursue and achieve its business objectives. The key competencies of field force can be assessed for better performance. Our SFE allows the Sales team to target, prioritise, assess physician needs and develop solutions around those needs. Our analysis transforms the filed force into a customer-focused field organisation. Reporting made simple and on-the-go for the field force to spend more time on promoting the product. SANeFORCE.com provides SFE Product accessible through Web and Mobile. Field Fore can submit their Tour Plan, Daily Activity, Internal Email, RCPA Analysis to the corporate office Through Mobile App Itself. This is to make the field force more effective and quality time with Customer and instant information about the business.Starting Price: $7 per user per month -
11
ClientTether
ClientTether
ClientTether’s leading franchise management software was designed and built by franchisors to fundamentally change their system’s ability to scale growth, provide customers with an incredible experience, and to create meaningful engagement to boost retention and bolster their online reputation. It has grown to be the #1 Franchise Software in 2024 and the leading Franchise Sales CRM in the industry. Because we’ve been in our clients’ shoes, we made our franchise platform incredibly easy to use, simple to deploy, and powerful, so they can spend their time running their business and not letting their business run them. We help service businesses and FranDev teams optimize their lead response, sales, quoting, online reputation management, and operations processes through natively integrated automation tools including text, phone, email, chat, and internal communication. This is all tied to a CRM platform designed to support franchising and multi-site service companies with Data. -
12
SigParser
SigParser
Turn Your Emails Into Contacts. Automatically find every contact detail from your emails, email signatures, and calendars. Easily sync with CRM and marketing apps so your contacts are up to date. How SigParser Works. We make it easy for individuals, teams, and entire companies to find and update contacts and more from their emails, email signatures, and calendars. Millions of Contacts Found. On average, a team of ten sales reps will find 15,600 new contacts in the past two years of their email and calendar accounts. Daily Scan & Sync Pricing. SigParser will automatically scan all email and calendar accounts multiple times a day to add and update contacts to your CRM and marketing applications. History Scan Pricing. Scan up to ten years of historical emails and calendar events to create a high quality contact list to be integrated with CRM and marketing applications. Developer API Pricing. SigParser has a rich set of APIs that developers can utilize to parse email contentsStarting Price: $59 per month -
13
TugBiz
TugBiz
When all the mundane tasks of your organization are being automated, that is the best thing ever. Isn't it? Our most configurable & customizable software helps you to automate all your processes to grow your business more. Depending on your business the software can be configured to fulfill all your requirements. With the help of mobile phones, the entire world is locked up inside our pocket now! When this is the scenario, you won't want to fall backward by not using a mobile phone when it comes to the business part. Tugbiz implements a mobile transformation strategy for your business. Tugbiz takes a look at exactly what it means and how you can develop it quickly in your organization. We provide lots of smarter ways to generate new leads with very high potential to convert from your existing database. Tugbiz brings to you some surprising ways which can help you generate more leads.Starting Price: $41 per month -
14
Saphyte
Loyica
Saphyte, as a comprehensive CRM platform with enhanced Sales and Marketing capabilities, is more than equipped to digitally transform your business. The Saphyte CRM platform was developed by a dedicated team of tech specialists. In addition to the platform itself, It constantly evolves with the needs of the market. Adopting the right technology is as important as choosing the right people to run the business. Saphyte ecosystem is a full suite of advanced customer relationship management tools. Enjoy increased visibility among teams and better breakdown of tasks with our Team and Workspace tools. With Saphyte, you can promote team building while ensuring that tasks are done and projects are moving forward. Onboard, engage, and manage leads on their journey to becoming customers. Saphyte’s Sales Management tools are built and designed to make your sales processes faster, easier, and more convenient.Starting Price: $15 per user per month -
15
SANeForce
SANeForce
SANeForce is a comprehensive customer relationship management (CRM) and sales force automation (SFA) solution tailored primarily for pharmaceutical, healthcare, and life sciences industries. Designed to enhance the productivity of sales and marketing teams, SANeForce offers features like real-time order management, expense tracking, inventory control, and territory management. The platform also supports medical representative (MR) reporting, enabling field sales personnel to log visits, capture doctor interactions, and manage appointments directly from their mobile devices. With data-driven insights and analytics, SANeForce helps organizations track performance, streamline processes, and optimize customer engagement strategies. Additionally, the solution includes features for compliance management, making it a reliable choice for highly regulated sectors that require meticulous record-keeping and adherence to industry standards. Visit: www(dot)saneforce(dot)comStarting Price: $10/user/month -
16
Upnify CRM
Upnify
Upnify is a CRM designed by business leaders for the international market. Upnify provides you with the opportunity to follow up on each of your leads, generating more opportunities that can translate into new sales for your company. Upnify's tools simplify the activities that impact the executive's work, saving time and increasing effectiveness. Enhance your management skills with Upnify, standardizing the phases of your commercial process and make a successful impression on your prospects. The beginning of any well-managed commercial organization is its database, since it contains valuable information that can be reflected in great economic benefits if used correctly. We not only need a well-organized database to manage our customers, but also a tool such as a CRM system that facilitates the management of this database and the customer relationships, and, where the commercial activity is reflected.Starting Price: $14 per user per month -
17
Regale
3Sharp
Build product experiences for any part of the customer journey. Tell your product story clearly and embed it anywhere. Create fail-proof presentations and engaging leave-behinds. Provide simple and memorable self-paced training guides. Self-guided demos allow people to experience your product without the worry of getting lost or breaking something. A simple and intuitive experience lets you clearly and effectively communicate value. Highlight key takeaways to leave people with a lasting impression of how your product can help. Regale Studio allows you to capture images, and animations, track where you clicked, and effortlessly assemble them into a demo. Create demos of desktop, web, and mobile applications in minutes to meet your unique needs. User-friendly tools let you easily edit and keep your demos in sync with your product as your team makes updates. Create the feel of a live experience, without the need to build and configure custom demo environments.Starting Price: $960 per year -
18
Membrain
Membrain
Empower sales teams with the leading sales effectiveness platform, Membrain. Membrain offers tools that make it easy for sales teams working with complex B2B sales to execute their strategy, drive successful behaviors, and build a sustainable competitive advantage. Membrain also lets sales leaders tap numerous tools that enable them to identify the performance of each member and coach their team. Membrain is trusted by clients in over 60 countries.Starting Price: $65.00/year/user -
19
SalesSeek
SalesSeek
SalesSeek, a cloud-based customer relationship management (CRM) platform, is ideal for small, mid-sized, and large companies. SaleSeek primary features include contact management, sales funnel management, marketing automation, reporting, and email marketing. SaleSeek integrates well will Sage One, QuickBooks, Zendesk, Facebook, WordPress, and more.Starting Price: $48 per user per month -
20
SmartCloud Connect
Invisible
Take calendar and inbox integration to the next level with SmartCloud Connect for Salesforce. A highly customizable, all-in-one solution for modern sales teams, SmartCloud Connect brings Salesforce right to your inbox so you can make document management flow more easily. With SmartCloud Connect, sales reps and managers, sales operations, and service professionals can get a 360 degree view of their clients right from their inbox, sync their emails, calendar, and contact to any custom object, know what happens with your email after sending, and so much more. SmartCloud Connect supports Office365, Outlook, Gmail, Mac, iOS. -
21
1Channel
Channelplay
It’s a common practice for the major brands to spend a huge sum of money to ensure brand visibility in the retail. It can be in the form of operational execution such as campaign activation, visual merchandising, POSM deployment etc. or in the form of compliance agreement with retail chains in terms of shelf space, product visibility and listing order. 1Channel provides you an end to end solution to track and audit status of all such activities and generate useful reports to take preventive and corrective actions. -
22
Cliently
Cliently
Use real time engagement to increase revenue. Timing has never been more important for your sales team. Create automated flows or send instant actions in under 60 Seconds. Your team will spend less time and energy on manual tasks and more time on responding to real prospects. Allow your sales and marketing team to create amazing experiences for your leads to help increase engagement by as much as 50%. We make it easy to search and manage your leads. You can search your active leads, and also search for new leads in our lead database. Looking for an amazing outreach automation tool? Cliently goes beyond email with both electronic and physical engagement options. Build your playbooks to match your process, add task reminders, call reminders, a reminder to engage on LinkedIn and more. Never miss a step to close the deal. Once your contacts are added to a flow, all emails will be visible in the Cliently lead card, making it easy to work from one place.Starting Price: $39 per user per month -
23
Encryptik
Ceptes
Authora's Encrypted Data Gateway Engine, "EDGE", is an OpenPGP compliant command-line application. Edge elegentlyr integrates cryptogrphic functions into your existing business prosseses. Edge is platform independent and runs on Windows and on a variety of UNIX systems. Every command can be automated and integrated with existing process. EDGE can work on foreground and on background (UNIX background process). Encryptik provides the best defense and allows you to layer the threat response, from all agents. Encryptik provides discovery, visibility, and advanced protections for critical data, along with a custom search. A native solution, with no additional cost to procure any further infrastructure. Minimum setup and configuration time. Encryptik provides with necessary tools to ensure that the existing clear data are completely protected.Starting Price: $20 per user per month -
24
webCRM
webCRM
Increase revenue, nurture customer relationships & analyse performance with our award-winning CRM platform. webCRM helps your sales team with practical tasks. It keeps track of the day’s tasks, remembers follow-ups and quickly puts together call lists or segmented e-mails broadcasts. Yet, those are just some of the many features which allow you and your team more time for customers. Now it has become easier for salespeople in your team to remember all the important follow-ups. Task management on the home page gathers the to-dos for the day. Analyse data and produce quick reports which you can present in the sales meeting. Or use the analysis tool to segment e-mail broadcasts. Get rid of a lot of duplicated work in both the sales team and in the accounting department. Synchronize data from your existing ERP system with webCRM. A new system is only successful when it is used. webCRM is created by experienced salespeople.Starting Price: $23.00/month/user -
25
Pocketbiz
Entersoft
Entersoft Pocketbiz® is a complete suite of Android mobile apps (Pocketbiz Sales, Pocketbiz Field Service, Pocketbiz Pharma, Pocketbiz Track & Trace, Pocketbiz Business Intelligence) that equips sales and customer service executives on filed to optimize their performance. Integrated Industrial Unit tracking with full product lifecycle and detailed cost image depiction. Interconnection of factory parts and production phases, starting with product design (R & D) and recipe definition (ready and semi-finished), keeping a detailed account of production and quality control operations and recording costs. Entersoft offers solutions tailored to the specific needs of each factory site (eg touch screens, tablets, etc.) for easy entry of movements and time and phase stamping. -
26
Inzant Sales
Inzant Australia Pty Ltd
Inzant Sales is a mobile sales platform that enables wholesalers. From sales reps being able to present stock, place orders, manage their CRM, map out clients geographically (and more) all within an iPad app, through to comprehensive online ecommerce options, Inzant Sales has got you covered. Headquartered in NSW (Australia), the Inzant team work closely with their clients when implementing the platform to ensure an easy setup & smooth rollout. The platform can be integrated with all major accounting and ERP software, which streamlines their users’ entire sales process. Reps can present your entire product range at the touch of a button, while the integration between the platform and your back-office programs saves management time and minimises paperwork. Automating the tedious aspects of the wholesale sales process enables you to focus on what's going to drive your business forward, rather than being mired in reporting and paperwork.Starting Price: $75/month/user -
27
Platformax
Platformax
Use your existing contacts database, in either Excel spreadsheet or CSV format, and let the system store your contacts securely for all your future work. Apply filters to your contacts and segment them by country, company, position or any custom field. Save segments for future campaigns, too. Select your target segment, create your first automated email sequence with behavioral and time-based triggers, and include snippets to make it sound natural. With your campaigns in full swing, track their performance with Reports and start turning leads into opportunities and opportunities into closed deals. Platformax is an inside sales CRM built on more than 40 years of our co-founders’ experience in sales. We created it as a modular sales platform designed to optimize all steps of your sales process, from prospecting, lead nurturing and opportunities tracking, to sales fulfillment, order delivery and after-sales support.Starting Price: $9.99 per month -
28
Companion
Mavens I Softech Solutions
CompanionSFA (Pharma) is a Sales Force Excellence Solution, which enables the optimization of Field Activities, Marketing Initiatives, encompassed with CRM cutting across various customer interactions. The growth of smartphones has influenced the need for innovative mobile-based sales force automation which empowers the sales team to report on a call-to-call basis and the management to get to know the real-time activity status on the remote locations. Companion is designed to transform the way you manage your customers. It’s faster, easier, effective and more productive. Go Digital Today. Upselling and cross-selling: The tougher the competition, the more likely customer loyalty and the company’s bottom line. This is why you need to choose a CRM solution that can show you the history of your past customer orders which can then be mined to help you improve your prospects.Starting Price: $3.00/month/user -
29
Calldrip
Calldrip
What is Calldrip and why should my sales organization use it? For more than 10 years Calldrip has been dedicated to helping businesses respond immediately to new inquiries. We've leveraged this experience to develop our suite of sales automation tools and have now deployed this technology to thousands of customers worldwide. By triggering a phone call between your sales team and your prospect while they're still on your website, were able to increase conversations by as much as 900%. The privately held, fast-growing company is based in Salt Lake City, UT. In todays Google Micro Moments world, business must engage with the prospect FAST. Calldrip ensures instant engagement and spotlights potential problems in the sales processes.Starting Price: $99.00/month/user -
30
Tenfold
Tenfold
Connect systems of engagement and customer data when it matters most to enable intelligent, contextual conversations. Make seamless customer experiences your standard. Tenfold gives service and sales reps the full context of each customer at every point of interaction — all in a single pane of glass. Our technology helps reps anticipate customer needs and take key actions to close more tickets and sales. Save reps time and hassle with our wide array of workflow automations. Tenfold automatically logs all your customer interactions and notes in your CRM. End manual dialing with our Click-to-Dial feature. Use a single interface to access features like script pop-up, seamless note taking, and more.
