Best Sales Force Automation Software for Mid Size Business - Page 5
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Compare the Top Sales Force Automation Software for Mid Size Business as of April 2026 - Page 5
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1
iSEEit
iSEEit
Qualify more effectively, increase your sales process adoption rate, and close more deals with iSEEit on Salesforce. Evidence-based forecasting. Identifying gaps early in the sales cycle. Tracking progress to reduce deals from slipping. Visualize the buying circle. Understanding their roles and motivations. Making sure that sales is talking to the right people. Being a seasoned sales professional, our founder and CEO, Rizan Flenner, is well versed in the field of Enterprise Sales. Starting out as a Sales Rep and then working his way up to becoming a Sales Leader, he’s had many opportunities to work for the world’s most innovative companies who offer state-of-the-art software to clients such as CA Technologies, Dynatrace, Mercury interactive, BMC, and MongoDB. As a native Salesforce app, the iSEEit Opportunity Management Tool helps you visualize your sales process and seamlessly integrates all your data into one platform.Starting Price: $10 per month -
2
OpusViz
OpusViz
OpusViz provides sales automation solutions. Our DCSM is a complete sales automation solution for FMCG/consumer durable companies selling through dealer/distributor network. DCSM offers interface for sales team, distributors, dealer and promoters. You can manage and share product catalog, price lists, schemes and promotions, dealers, distributors, orders, payments, ledger, routes and generate summary and drill down reports. Hierarchical access and reporting gives transparent view of sales data transaction. Real time access of product catalog, pricelists and schemes makes digital order booking easier. track users' geo location when they book order, payment collection and dealer visit. We ensure data security with cloud storage and regular data back-ups. Real time order booking with geo location tracking helps to detect fake data.Starting Price: $10.00/month/user -
3
Perenso Field Sales
Perenso
Increase field sales by 20% and reduce admin time with the all-in-one sales automation solution. Perenso Field Sales provides technology that helps businesses sell better in the field. The platform offers an unmatched array of features to help reach the most people with the correct information to make the best deals, increase efficiency, and maximize sales. Perenso Field Sales provides a customizable and intuitive order screen to improve customer conversations and allow up-selling and quick order entry enabling your reps to sell better in the field. Other features include store checks, content management & sharing, customer targeting, route planning, objectives, ranking & ranging, integrations, and reporting & analytics. -
4
Anaplan
Anaplan
Anaplan is an AI-infused scenario planning and analysis platform designed to help organizations make the right decisions quickly and with confidence. Its connected planning approach breaks down silos, aligning strategic, financial, and operational plans across the enterprise. With purpose-built solutions for industries like finance, manufacturing, healthcare, and retail, Anaplan enables agile forecasting, collaborative planning, and advanced reporting. The platform’s AI capabilities — including predictive, generative, and agentic AI — uncover hidden trends, accelerate insights, and improve productivity. Trusted by over 2,500 leading brands worldwide, Anaplan is recognized as a leader in both financial planning and supply chain planning by top analysts. By integrating data orchestration, modeling, and security features, Anaplan empowers teams to outpredict, outplan, and outperform. -
5
ProSTART
ACG Technologies
ProSTART Custom ProSTART's Pre-Built Modules Deliver More Features in Less Time at Less Cost. ProSTART gets you up and running 2-3 times faster and less costly than Salesforce, Oracle or other similar “build-from-scratch” database management systems. ProSTART has a complete set of pre-developed database modules that accelerate the development and the deployment process. Each module is ready to go after minor customizations for your unique business.Starting Price: Call for Details -
6
Simple Sales Tracking CRM
Simple Sales Tracking
Simple Sales Tracking is web-based sales CRM software for the tracking, analysis and forecasting of individual and team sales pipeline and contacts. Simple Sales Tracking was born out of a need that existed within our own sales team. Back in 2005 we tried a number of crm sales tools that were available, but each crm proved either too complex to use, difficult to learn, expensive or a combination of the three. Keep all your important files together and easily accessible by your entire team. The files can also be associated to your Sales and Contacts for quick retrieval. Keep on top of your to-do’s. A fully featured task management system that is also integrated within the Contact and Lead Management features. Forward any important email message to your personalized email address and it will automatically be stored in the system. In addition, if an email address is recognized as matching an email in any of your Sales or Contacts, an association between the two will be created.Starting Price: $15 per user per month -
7
SalesJunction
SalesJunction
A system for managing a company’s interactions with current and future customers. CRM involves using technology to organize, automate and synchronize sales, marketing, customer service, and technical support. SFA includes a contact management system which tracks all contact and follow-up activities with customers. Designers, acrchitects, real estate developers, contractors, agents and brokerage offices. Many others, including nonprofits, online businesses, tech companies and more! Business services providers, like accountants, attorneys and consultants.Starting Price: $10.00/month/user -
8
Mindmatrix Bridge
Mindmatrix
Mindmatrix’s Bridge platform offers a unified solution for Partner Relationship Management (PRM) and partner marketing, designed to optimize the entire sales ecosystem. With capabilities like partner recruitment, onboarding, training, and co-branded assets management, Bridge simplifies the complexities of managing channel partnerships. It provides powerful partner marketing tools that enable vendors to execute and measure marketing programs across various partner types, ensuring maximum engagement and performance. Additionally, the platform offers seamless integrations with third-party systems, enhancing its value and providing a single point of control for sales operations. -
9
Koncert
Koncert
Koncert is a B2B Sales Engagement platform with over 12 years focusing on B2B sales dialer technology innovation. Koncert’s power dialer platforms leverage AI to enable more conversations and pipeline. The sales activity of manually dialing each prospect is now super charged through automation to connect you with live prospects and scale up to 10 times your conversations with your prospects. Koncert sales dialers will enable more meetings, build pipelines and insights for coaching and training your sales team. Koncert provides four dialer options aligned to different sales workflows: Multi-line AI Parallel Dialer, Single-line AI Flow Dialer, Agent-Assisted Dialer, and a Click-to-Call Dialer seamlessly integrating into leading CRMs. Koncert dialers help sales teams skyrocket conversations for more pipeline while optimizing productivity. Koncert ‘s AI auto dialer and cadence platform are the B2B sales tools you need to power up more conversations and pipeline. -
10
FreeAgent CRM
FreeAgent Network
FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform help teams unlock productivity and grow sales effortlessly. Stay in the zone, with AI-guided selling. See only what you need when you need it, with a flow-based feed of personalized and prioritized tasks and key insights. Zoom in and out between high-level overviews and deep-dive activity tracking that all happens automagically. Track and celebrate activities that lead to sales and happy customers.Starting Price: $33 per user per month -
11
TeamGram
TeamGram
The CRM that doesn’t stop when you close. TeamGram works across departments, helping everyone in your company collaborate to achieve amazing sales performance and customer satisfaction. Use it to write quotes, track orders, manage post-sale activities, assign tasks to mobile teams and more. TeamGram dashboard provides real-time insights into vital business metrics, without having to dig through spreadsheets. Quickly discover what needs your attention and make faster decisions. The pipeline view enables you to see all your deals at a glance and makes it easier to focus on your next actions. Drag&drop your deals from one stage to the next, take control of your sales process in a very simple and visual way.Starting Price: $12 per user per month -
12
Deloz
Deloz
Get started by importing the contacts that you have built up until now and let our platform take charge of storing those data safely from now on. Merge duplicate contacts, have them filtered, and sorted in the way that makes sense to your business. Save your filter preferences so that you don't have to do it repeatedly. Let the leads come to life by attaching them to activities such as meetings, calls, and emails. Deloz will make sure your activities yield the right results. Become a master salesperson by having all the necessary information right in front of you while making phone calls and sending emails. 2-way sync will make sure all the important emails are shown to you. A sale requires 7 interactions on an average. Our product will make sure you don't miss any and get all of it done efficiently.Starting Price: $9 per user per month -
13
Spiro
Spiro Technologies
Spiro is an AI-driven CRM designed specifically for manufacturers and distributors to optimize their sales processes. By providing full visibility into the sales cycle and offering real-time insights, Spiro helps businesses track orders, manage customer relationships, and uncover growth opportunities. Key features include AI recommendations for customer outreach, automatic email drafting after meetings, and proactive alerts about at-risk accounts. The platform aims to increase efficiency, improve customer satisfaction, and accelerate sales performance through intelligent automation and data analysis. -
14
Chili Piper
Chili Piper
Chili Piper Meetings is a suite of automated scheduling tools that help revenue teams convert more leads into qualified meetings, faster. Our intelligent Concierge product offers a simple way for prospects to book a meeting or start a phone call immediately after submitting a form on your website. Unlike the traditional method of inbound lead management, Chili Piper uses smart rules to qualify and distribute leads to the right reps in real time. Our software also allows companies to automate lead handoff from SDR to AE and book meetings from marketing campaigns and live events. Companies like Square, Twilio, DiscoverOrg, Spotify, and Forrester use Chili Piper to create an amazing experience for their leads, and in return, convert double the amount of leads into held meetings.Starting Price: $15/month/user -
15
SalesScreen
SalesScreen
SalesScreen is the leading all sales gamification solution. Our platform helps managers engage their sales teams and reps with real-time performance data, dozens of fun competitions, personal milestone celebrations, a reward shop offering real prizes, and streamlined sales coaching that get your team to goal. Key features 🔑 Real-time sales competitions for individuals and teams, and a range of goals and competition formats. 🔑 Fully customizable dashboard and easy-to-read data visualization. 🔑 Interactive feed to share achievements and celebrations, and boost camaraderie. 🔑 Fully customizable reward shop with real prizes and gift cards. 🔑 Coaching module that makes data visibility (call recordings, client testimonials, etc) more intuitive for sales managers to accelerate individual and team success. 🔑 Platform fully supported across web, mobile app, and TV (SalesScreen TV). -
16
Exceed.ai
Exceed.ai
Exceed.ai helps marketers boost their SQL conversion rates through the roof – and here is how: Our AI-assistant works alongside your team and engages with every incoming lead, attends to every inquiry and qualifies your leads at scale, in real-time with a personalized human-like, two-way conversations over Email, Website Chat, and SMS. When qualified leads are ready to talk to a human, the AI assistant automatically loops in sales and books a meeting directly on your rep’s calendar. Exceed integrates with your CRM and automatically updates your marketing automation platform with the latest lead status when leads are qualified, change jobs, leave the company, not the right person, or ask to be contacted at a later time. Companies such as LTSE, SugarCRM, Hearst, Monday.com are exceeding their goals using Exceed.ai. -
17
Salesbeat
Salesbeat
You have the human power and we have the data. Together we can provide your sales department with new customers. To do this, we have developed a browser-based solution that you can use to search for companies and contact persons easily and without much effort. The result can be seen and you can go directly to personal acquisition. Don't waste time. In this way you not only increase the quality of your customer discussions but also increase the satisfaction of your conversation partners. Expand your existing database, clean up outdated data records or use the latest information for further use in your existing system. A dynamic and flexible search enables you to carry out queries tailored to your company. If you want to keep an eye on hundreds of existing customers, prospects and business partners at the same time and on a daily basis, you will quickly get lost in the flood of data. -
18
QuickMail
QuickMail.io
Our software improves deliverability & automates follow-ups so you get more replies with less effort. Create manually, use the contact form or import bulk prospects using CSV or Google Drive spreadsheets. Maximize your workflow by automatically importing your Google Drive spreadsheet whenever it is changed. Maximize your open & reply rate by making every email stand out with personalization. Create your own attributes/merge tag. Add variations with A/B Testing and dynamic text to improve deliverability and improve your reply rate. Wake up each day to find new leads, directly in your inbox, by building a predictable pipeline. We take prospects who replied automatically out of the campaign and reach out again later when they are out of the office. Spam filters are getting smarter each year. Our solution monitors and maintains the health of your inbox with our advanced auto-warmer technology so your emails have a greater chance to land in your recipient’s inbox.Starting Price: $49 per month -
19
Fullcast
Fullcast
Experience the impact of the AI-enabled, no-code platform for capacity planning, territory and quota management, routing, performance-to-plan tracking, and more! Fullcast empowers Go-to-Market teams to deliver superior outcomes through proprietary solutions powered by AI. Our software and strategic solutions help thousands of go-to-market professionals optimize operations, proactively engage with their customers, and inform go-to-market decisions. -
20
Twib
Ablion IT Solutions
Get the best out of your sales team, with Twib get everything done in one click. Watch the video to know more, how you can increase your revenue. Accurately track time at the location and know where your employees are in with GPS tracking, check-ins with images. Have real-time visibility and control over sales expenses. Keeping a track of representatives along with the kilometers traveled has now been simplified with proficiency. Employees will have to enable the location in the app. When they do that, their journey will be recorded in the application. This GPS sales tracking app, Twib, will facilitate the company to get the total kilometers traveled by the individual employee. Together with the routes and the starting and end points. The internet connectivity and the device location should have been enabled for this case. This GPS enabled app to keep track of sales will not only show all the routes traveled by the employees. -
21
ExxpertApps
Calvi Systems
With a single integrated application you can manage contacts, companies, projects, opportunities, activities, documents, resources, mailings, landing pages, online registrations, surveys, online procurement, and much more. Your team will achieve higher levels of productivity by centralizing the information and files (but with selective access rights per user), by using specialized applications to do certain tasks (like mass mailings), and by easily coordinating projects with internal and external persons. Your company will be able to maintain the knowledge and experience inside by storing the key business processes in templates and by re-using this know-how in such a way that is continuously improved and updated. All your business data can be stored on our system adapting to your data model (number, type, and name of fields) without programming, just customizing the application with forms that you can create.Starting Price: $50 per month -
22
ADvendio
ADvendio
Effectively buy & manage cross-media campaigns with a media buying solution built for advertisers and agencies. Maximize direct & programmatic revenue with a fully integrated ad sales solution for publishers and agencies. Allow stakeholders to conveniently plan, execute, and manage campaigns from your own branded self-serve ad portal. For direct and programmatic advertising with integrations to leading ad servers, ad exchanges, SSPs, and DSP’s. End-to-end features for print ad management with a comprehensive real-time booking calendar to easily manage campaigns. All core out-of-home advertising processes are covered including inventory and price management. ADvendio is built and operated on the Force.com® platform and therefore backed by the security and scalability of a trusted name in cloud computing. This platform helps us support business needs with powerful APIs and mobile-ready tools. -
23
Mobisale
Mobisoft
With the world leading commerce platform for Consumer Goods manufacturers and wholesalers. Covering all your field sales and distribution activities. Mobisoft brings your organization into the digital age by streamlining processes, getting the work done in less time, more profitably and more transparently. Mobisoft puts everything your sales and distribution teams need at their fingertips so they can work smarter and faster, while making your customers happier. Pre-built to the leading ERP, BI and CRM systems so you can seamlessly integrate your field data. Answer all your customers’ questions on products from a detailed product page including selling units, stock levels, last order date, last selling price, present photos and videos, and even product ingredients, instructions and any other information that will help you generate sales.Starting Price: $50 per user per month -
24
Outplay
Outplay
Book more meetings with a truly multi-channel sales outreach platform. Outplay is the new-age sales engagement platform and the only tool your sales team will ever need to crush their goals. Your buyers are more informed than ever and active on multiple platforms. So, don’t let your sales team left behind emails. Outplay’s multi-channel approach helps your sales team follow & reach the buyers wherever they are - be it email, phone, Text/SMS, LinkedIn or Twitter. Efficient dialer to supercharge your sales process, and convert target accounts into satisfied customers. Helps your sales teams make and receive calls from within the browser and from wherever they are. You’re reaching out to highly pre-qualified prospects, don’t let your Intercom/Drift surprise them with re-qualifying questions when they visit your website. Instead, impress them by being available to start the conversation and book meetings quickly.Starting Price: $70 per user per month -
25
Round Robin Distributor
Mirketa
Round Robin Distributor: Lead Assignment, Case Assignment & Distribution Streamline lead, opportunity, account, and case assignment with Round Robin Distributor. Features include: - Smart Scheduling: Assign based on work schedules, skills, geographies, lead source, and past relationships. - Real-time Assignment: Monitor assignments with the Activity Log. - Efficient Tracking: Out-of-the-box reports, cross-object assignment. - Load Balancing: Evenly distribute work for enhanced team productivity. - Team-Centric: Create dedicated teams for distribution. - Workload Distribution: Prevent overburdening specific team members. - Versatile Reassignment: Flexibility with reassignment options. - Seamless Integration: Integrates with Salesforce queues and marketing automation software. - Insightful Reporting: Custom and standard reports. - Configurable Alerts: Receive notifications via task, email, or both. Simplify workflow and optimize processes with Round Robin Distributor.Starting Price: $169/company/month (10 users) -
26
Upscale
Upscale
Upscale is a Sales Engagement Platform that accelerates B2B sales pipeline and revenue. We improve sales efficiency through a multi-channel outreach capability to book more meetings and close more revenue, at scale and speed. Upscale also empowers sales leaders with data-driven insights from sales and marketing data for revenue operations to be connected, efficient and predictable.Starting Price: $50 per user per month -
27
SalesFlow
SalesFlow
The safest, and most remarkably effective, LinkedIn Automation platform to generate quality leads fast. Built for Agencies, Sales Teams & Growing Start-ups. Turn your LinkedIn profile into a lead converting sales machine, our simple to use and advanced features enable you to automate and close deals faster! We’re a future-thinking Sales Engagement platform that has been in the game for 5+ years. Our solution has helped users scale & develop their revenues by providing an affordable way to generate leads. We power over 6,000+ B2B companies and 300+ agency partners in generating over 500K+ in new leads & opportunities! Automatically grow your network & connect with the right people. You can run multiple connection campaigns simultaneously. Set up an unlimited number of follow-up message sequences to triple your conversion rate using our reply-detection feature.Starting Price: $70 per user, per month -
28
managr
managr
Automate tedious workflows, boost rep productivity, and get real-time insights. Salespeople only spend 33% of their time selling, wasting valuable time doing manual tasks. Instantly log meetings via Slack right when a meeting ends, you’ll get a Slack form asking you how it went. Simply fill out the form and we’ll automatically update your CRM! Automate contact entry, don’t bother wasting time updating your meeting attendees as new contacts, managr does it for you. Rotting alerts when deals are stuck, inactive, or past due to close we’ll send you a reminder along with contact details. Meeting prep have an upcoming meeting, we got you covered with everything you need prior to the call. Update leadership managr will update leadership automatically on your behalf, so you can focus on selling. Enabling reps to be more productive, not get in your way. Simply sign up, connect your apps to managr, and start selling! -
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Wavo
Wavo
Wavo empowers Agencies, SaaS, and 3PLs to accelerate sales growth by accessing untapped e-commerce leads. With over 1.4 million verified decision-makers in the USA updated monthly, we offer the industry’s largest real-time e-commerce contact database. Utilizing proprietary web crawling and public records, Wavo provides 80% greater market coverage than generic databases. This gives you a competitive edge by connecting with prospects your competitors can’t find. Our integration with OpenAI’s ChatGPT enables you to craft highly personalized emails at scale, resulting in 3x more replies compared to standard cold email platforms. Wavo’s built-in email warmup and deliverability framework boosts your deliverability by 88%, reducing spam complaints and increasing open rates. Start today with 50 free high-quality leads and all the tools you need to turn them into sales opportunities. Visit us at wavo.co to unlock your sales potential. -
30
Cogmento CRM
FreeCRM.com
Free CRM from Cogmento is a cloud-based free solution for customer relationship management and sales force automation. Convert leads into accounts faster with the world's #1 CRM software. Grow your customer base, find new ones, and close faster from anywhere. Quickly follow up on leads, identify key contacts, and more. See a comfortable, customizable view of all of the details of sales at the touch of a button. Manage your pipeline and speed up your sales team. Support every customer on every channel everywhere. Personalize customer care, close cases faster, and deliver support everywhere. Collect and organize all of your support channels and customer information on a single page to quickly help customers, route questions to the right agent and allocate work based on availability & expertise. Reach out and engage your clients and nurture relationships. Personalize your email marketing, engage with mobile and influential social network marketing.Starting Price: $2 per user per month
