Did you know that companies using sales automation experience a 30% increase in lead conversion rates?

That’s because automation takes care of repetitive tasks like email follow-ups, lead scoring, and CRM updates, giving your sales teams more time to focus on what they do best: building relationships and closing deals.

With so many tools available, choosing the right one can feel overwhelming. That’s why we’ve rounded up the top 12 sales automation solutions in 2025 to help you work smarter, save time, and boost revenue.

Whether a small business or a growing enterprise, these tools can simplify your sales process and keep your pipeline moving.

What Are Sales Automation Solutions?

Sales automation solutions are tools that help sales teams save time and sell more by handling repetitive tasks automatically. 

Instead of manually updating spreadsheets, following up on leads, or entering data into a CRM, these tools take care of the busywork so sales reps can focus on closing deals.

Think of it as a smart assistant that:

• Automatically follows up with leads at the right time

• Keeps your sales pipeline updated without manual data entry

• Helps qualify leads so your team focuses on the right prospects

• Tracks customer interactions to improve sales conversations

With automation, sales teams reduce mistakes, work faster, and close more deals without getting bogged down in admin work.  

12 Top Sales Automation Tools in 2025

From lead tracking to follow-up automation, the right tool can transform your sales process. Here are 12 of the best sales automation solutions to help you sell smarter this year:

1. Truva

Truva is a sales automation tool designed to eliminate manual data entry and help sales teams focus on closing deals instead of updating CRMs.

It records sales activities, in-person meetings, emails, or voice notes and automatically updates your CRM so that no important information gets lost. With intelligent tracking, Truva captures key customer details, like goals and pain points, and transforms them into structured data for better decision-making.

Unlike traditional automation tools, Truva goes beyond simple data capture. It provides customizable data extraction, automated follow-ups, and AI-driven sales insights, helping teams streamline workflows and improve sales forecasting.

Sales reps no longer have to chase down missing information or rely on incomplete notes—Truva guarantees every interaction is logged, analyzed, and actionable. 

Many teams using Truva have reported up to a 25% increase in sales by focusing on high-value activities rather than tedious administrative work.

Key Features

• Automated data updates - Records sales activities, including meetings, emails, and voice notes, and updates your CRM automatically.

• Customizable data extraction - Extracts structured information like goals, pain points, or any custom details based on your sales process.

• Comprehensive meeting tracking - Captures meeting notes, images of handwritten notes, or voice recordings and converts them into CRM entries.

• Intelligent task management - Provides AI-driven follow-up suggestions and automated reminders to keep sales reps on track.

• Complete records - Stores automated summaries, recorded meetings, and full conversation transcripts for future reference.

• Sales activity analysis - Uses sentiment analysis to track engagement levels and identify patterns in sales conversations.

• Effortless integrations - Works seamlessly with HubSpot, Salesforce, Zoom, Microsoft Teams, and Slack for a smooth workflow.

Sign up for free or book a demo with Truva today!

2. Jiminny

Source: Jiminny.com

Jiminny is a sales conversation intelligence platform that helps teams analyze calls, track sales interactions, and improve coaching.

It records and transcribes sales calls, providing AI-driven insights on engagement, sentiment, and conversation patterns. Sales leaders can use Jiminny to identify coaching opportunities and improve their team’s performance based on real conversations.

Jiminny is useful for call analysis and coaching but doesn’t offer full sales automation or CRM management like other tools on this list.

It works best as an add-on for teams that rely heavily on phone sales but may not be necessary for businesses that primarily use email or digital outreach.

Key Features

• Call recording & transcription - Captures and analyzes sales conversations

• AI-powered sentiment analysis - Identifies engagement levels and conversation trends

• Sales coaching insights - Helps managers provide feedback based on real interactions

• Pipeline visibility - Tracks deal progress based on sales conversations

• CRM integrations - Connects with HubSpot, Salesforce, and other CRMs for call logging

3. Groove

Source: Clari.com/products/groove/

Groove is a sales engagement and workflow automation platform that helps teams streamline communication, manage outreach, and improve sales efficiency.

Now part of Clari’s revenue intelligence ecosystem, Groove is designed specifically for Salesforce users, offering deep CRM integrations to track sales activities, automate follow-ups, and keep pipeline data accurate in real time.

Since Clari Groove is built around Salesforce automation, it’s best suited for companies already using Salesforce as their primary CRM.

While it simplifies outreach and workflow management, it doesn’t provide full-fledged sales intelligence or forecasting like Clari’s core platform.

Key Features

• Salesforce-native integration - Automates CRM updates and data syncing

• Email & call automation - Schedules follow-ups and logs interactions automatically

• Meeting scheduler - Makes it easy for prospects to book sales calls

• Workflow automation - Reduces manual tasks like data entry and lead assignments

• Engagement tracking - Monitors email and call performance to improve outreach

4. Momentum

Source: Momentum.io

Momentum is a sales workflow automation platform that helps revenue teams streamline their sales process by automating approvals, deal updates, and team collaboration.

It integrates with Slack, Salesforce, and other sales tools, making it easier for sales reps to keep deals moving without constantly switching between platforms.

Momentum is ideal for teams that want to automate sales approvals and deal management, but it lacks deep AI-powered insights or advanced analytics compared to other platforms.

It works best as a complementary tool rather than a full CRM or engagement solution.

Key Features

• Deal workflow automation - Automates sales approvals and next steps for deals

• Slack & Salesforce integration - Syncs sales activity and updates teams in real-time

• Collaboration tools - Keeps teams aligned on deal progress without extra meetings

• Customizable notifications - Sends automated updates for deal movement and approvals

• Task automation - Reduces manual follow-ups and streamlines sales processes

5. HubSpot Sales Hub

Source: Hubspot.com

HubSpot Sales Hub helps sales teams stay organized and automate repetitive tasks without switching between multiple tools.

It comes with built-in email tracking, deal management, and AI-powered insights that make follow-ups easier. Sales reps can set up automated emails, track interactions, and move leads through the pipeline—all in one place.

Since it’s part of HubSpot’s CRM, it works best for teams already using the platform. However, it may not be the most flexible option if you need advanced customization or deeper automation.

Pricing can also get expensive as your team grows, so it’s something to consider if you're scaling your sales process.

Key Features

• Automated email tracking - Sends follow-ups and tracks when leads open emails

• Deal and pipeline management - Keeps sales opportunities organized and moving forward

• AI-powered insights - Suggests the next best actions based on sales data

• Built-in meeting scheduler - Lets prospects book calls directly with sales reps

• Seamless CRM integration - Works best within HubSpot but connects with other platforms

6. Salesforce Sales Cloud

Source: Salesforce.com

Salesforce Sales Cloud is a CRM with built-in sales automation designed for businesses that need detailed tracking and reporting. It helps sales teams manage leads, automate workflows, and forecast sales with AI-powered insights.

The platform also offers customizable dashboards, automated follow-ups, and tools to keep deals moving through the pipeline.

While Salesforce is useful for large businesses, it can feel overwhelming for smaller teams due to its complex setup and steep learning curve. Pricing can also be higher, especially if you need advanced automation and integrations.

Key Features

• AI-powered lead scoring - Helps prioritize the best sales opportunities

• Automated workflow management - Reduces manual tasks in the sales process

• Detailed sales forecasting - Provides insights to improve decision-making

• Pipeline tracking - Keeps deals organized from start to close

• Custom CRM integrations - Works with thousands of business tools

7. Pipedrive

Source: Pipedrive.com

Pipedrive is a sales pipeline management tool designed to help sales teams stay organized and close deals faster.

It provides a visual, easy-to-use interface that lets reps track leads, automate follow-ups, and manage deals with a simple drag-and-drop system. The platform also includes AI-powered sales assistance, helping teams focus on the most promising leads.

Pipedrive is suitable for small and mid-sized businesses that need a straightforward, no-fuss sales automation tool. However, it doesn’t offer as many advanced AI features or deep CRM integrations as some other platforms, which might limit scalability for larger teams.

Key Features

• Visual sales pipeline - Helps track and manage deals with a simple drag-and-drop system

• Automated sales follow-ups - Sends reminders and follow-ups based on deal stages

• AI sales assistant - Provides recommendations for improving sales performance

• Customizable workflows - Automates tasks to streamline the sales process

• Email tracking & integration - Syncs with Gmail, Outlook, and other email tools

8. Zoho CRM

Source: Zoho.com

Zoho CRM is a budget-friendly sales automation platform designed for businesses that need lead management, workflow automation, and AI-driven insights without the high costs of enterprise platforms.

It offers tools for tracking leads, automating follow-ups, and managing sales pipelines—all within a single system. The platform also includes built-in multichannel communication, allowing sales teams to engage with prospects via email, phone, social media, and live chat.

Although Zoho CRM is suitable for small and mid-sized businesses, its interface can feel less intuitive compared to competitors like HubSpot or Pipedrive.

Some users also report that its advanced features require additional setup, making it less ideal for teams that need a plug-and-play solution.

Key Features

• Automated lead management - Tracks, scores, and assigns leads to the right sales reps

• Workflow automation - Reduces manual data entry and repetitive tasks

• AI-powered sales insights - Provides recommendations and forecasts based on customer interactions

• Multichannel communication - Connects with prospects via email, phone, chat, and social media

• Custom CRM integrations - Syncs with Zoho’s ecosystem and third-party business tools

9. Outreach

Source: Outreach.io

Outreach is a sales engagement platform designed to help teams automate outreach, track prospect interactions, and improve follow-ups.

It focuses on making communication easier through automated email sequences, call scheduling, and AI-powered recommendations. Sales reps can set up workflows to keep prospects engaged without manually sending every follow-up message.

Outreach is helpful for teams that rely heavily on email and call automation. However, it’s not a full CRM replacement and works best when integrated with an existing system like Salesforce or HubSpot.

It also leans towards enterprise-level sales teams, so smaller businesses might find it more complex and expensive than necessary.

Key Features

• Automated email sequences - Sends personalized follow-ups based on prospect behavior

• Sales call tracking - Logs call interactions and schedules next steps

• AI-driven recommendations - Helps optimize sales engagement strategies

• Pipeline management tools - Organizes sales outreach efforts in a structured way

• CRM integrations - Connects with Salesforce, HubSpot, and other major CRMs

10. Apollo.io

Source: Apollo.io

Apollo.io is a lead generation and sales automation tool that helps businesses find, engage, and convert prospects more efficiently.

It combines a vast B2B contact database with automation features like email sequencing, call tracking, and AI-powered lead scoring. Sales teams can use Apollo.io to identify potential customers, automate outreach, and track interactions—all in one platform.

While Apollo.io is suitable for prospecting and outbound sales, it lacks deep CRM functionality and works best when integrated with platforms like Salesforce or HubSpot.

Some users also report that its contact data isn’t always up to date, which can lead to outreach efforts being directed at outdated or incorrect information.

Key Features

• B2B lead database - Access millions of business contacts with verified details

• Automated email outreach - Create sequences and track engagement

• AI-powered lead scoring - Identifies high-potential leads based on behavior

• Call tracking & recording - Logs conversations for better follow-ups

• CRM integrations - Syncs with Salesforce, HubSpot, and other sales tools

11. Reply.io

Source: Reply.io

Reply.io helps sales teams automate outreach across multiple channels, including email, LinkedIn, and phone calls.

Instead of manually sending follow-ups, sales reps can create personalized email sequences and let the platform handle the rest. This keeps conversations flowing while saving time.

It’s a suitable tool for outbound sales teams that rely on cold emails and calls.

However, if your focus is more on managing inbound leads or tracking deals, you might need to pair it with a CRM for a more complete sales workflow.

Key Features

• Multi-channel outreach automation - Automates emails, LinkedIn messages, and phone calls

• AI-powered email personalization - Suggests optimized messaging for better engagement

• Lead scoring and tracking - Helps reps focus on the most promising leads

• CRM and sales tool integrations - Connects with Salesforce, HubSpot, and Pipedrive

• Automated follow-ups - Makes sure leads stay engaged without manual effort

12. VanillaSoft

Source: Vanillasoft.com

VanillaSoft is built for inside sales teams that need a structured way to manage leads and follow-ups. It automates lead assignments, tracks calls and sends follow-up reminders so sales reps never lose touch with prospects. 

The platform is designed to help teams move through high volumes of leads efficiently while keeping everything organized.

VanillaSoft is a great fit for teams that rely heavily on phone-based sales and need an easy way to track and manage outreach. Still, it’s not a full CRM, so businesses looking for more in-depth deal tracking may need to integrate it with another tool.

Key Features

• Automated lead assignments - Guarantees leads go to the right sales rep instantly

• Smart follow-up queues - Prioritizes calls and emails so reps reach out at the right time

• Call tracking and recording - Helps teams analyze conversations and improve performance

• Automated follow-ups - Sends reminders and emails to keep leads engaged

• Built-in VoIP and SMS - Lets reps make calls and send texts directly from the platform

Sales Automation Made Simple with Truva!

Sales automation isn’t just about saving time; it’s about working smarter and closing more deals. The right tools help sales teams stay on top of leads, follow up at the right moment, and keep their pipeline organized without the hassle of manual data entry.

If you're looking for a tool that automates busywork and keeps your sales process running smoothly, Truva is a smart choice. 

It tracks sales activities, updates your CRM in real time, and even provides AI-driven insights to help your team make better decisions. With Truva, you can focus on selling, not admin work.

Sign up for free or book a demo today and let Truva handle the sales admin tasks for you.

FAQs About Sales Automation Solutions

What is sales automation?

Sales automation refers to the use of technology to handle repetitive sales tasks like lead tracking, email follow-ups, data entry, and pipeline management. It helps sales managers and reps work more efficiently by reducing manual work and ensuring prospects are engaged at the right time. Many businesses use a sales automation system to streamline processes and improve productivity.

What is the difference between CRM and sales automation?

A CRM (customer relationship management) system helps manage customer interactions, store customer data, and track relationships, while sales automation focuses on streamlining specific sales tasks like outreach, follow-ups, and deal tracking. The best sales automation software often integrates with sales automation CRM systems to improve efficiency and data accuracy.

What is an example of a sales force automation system?

An example of a sales automation system is Salesforce, which automates tasks like lead distribution, email scheduling, and sales funnel tracking. Other tools like HubSpot Sales Hub and Apollo.io also offer automation features that help sales managers and sales and marketing teams close deals faster.

How to automate a sales job?

You can automate a sales job by using the best sales automation tools:

• Automatically send follow-up emails to leads based on their engagement

• Track customer interactions and update CRM records in real-time

• Score leads based on engagement and likelihood to convert

• Schedule calls and meetings without back-and-forth emails

Many tools offer a free trial, allowing businesses to test automation features before committing to a paid plan.