Top 10 Sales Automation Software for Small Business in 2024

by Feb 1, 2024Sales Automation

Top 10 sales automation tools for small businesses in 2024 | Office24by7

If you own a small business, you might have always imagined a scenario where all your employees are working on the most productive tasks, delivering maximum results. You might have also already searched online for ways to automate redundant tasks, freeing up the sales team’s time. This is why deploying sales automation software is very important in driving your small business to success.

A recent report by LeadSquared shows sales automation software can help you:

  1. increase your sales productivity by 58% and reduce manual errors by 19%;
  2. improve sales closings by 30%; and
  3. decrease the time taken for sales administration by 14%.

For startups and small businesses, every resource, including time and manpower, is precious. In today’s competitive industry, where agility and efficiency determine success, the significance of minimizing manual efforts in sales cannot be overstated. Optimizing activities through sales process automation frees up invaluable time and boosts the potential for increased sales closures. By automating repetitive tasks, small businesses can focus on nurturing leads, building relationships, and seizing opportunities that drive growth. It’s the key to achieving scalability. A sales automation tool ensures that each sales effort packs a punch, guiding your venture toward your goals.


Why Sales Automation Software?

Sales automation software isn’t a mere platform for storing lead information – it’s a game-changer for small businesses. But why should you prioritize it? To ponder this question, let’s delve into the key benefits of deploying a sales automation tool:

Maximize Your Efficiency

As a growing business, you might face a high chance of errors that could occur as a result of redundant and manual work. Well, this is your signal to switch to a smart solution. With sales automation software, you can:

  • Boost productivity: Free your team from tedious tasks like data entry and follow-ups, allowing them to focus on high-value activities.
  • Reduce manual errors: Automation minimizes human error, ensuring accuracy and data integrity throughout your sales process.
  • Close more deals: Studies show a 30% increase in sales closures with automation, thanks to personalized interactions and efficient lead nurturing.

Optimize Your Resources

Investing in sales automation software offers a strategic solution to optimize resource utilization, enabling them to capitalize on freed-up resources for activities that fuel growth and deliver bottom-line impact. Some benefits of automation include:

  • Save time: Reduce sales administration time, freeing up resources for strategic planning and growth initiatives.
  • Scale with your business: Choose a tool that adapts to your evolving needs, seamlessly accommodating growing data and user base.
  • Focus on relationships: Shift your focus from repetitive tasks to building strong customer relationships, the cornerstone of long-term success.

Gain Valuable Insights

Performance analysis isn’t just about crunching numbers – it’s about drawing actionable insights. Sales automation tools help small businesses to deep-dive into their performance data, discover trends, and pinpoint areas for improvement, paving the way for strategic growth.

  • Make data-driven decisions: Utilize detailed reports and analytics to identify strengths, weaknesses, and areas for improvement.
  • Track agent performance: Monitor and analyze key metrics like the number of calls attended by an agent, average call duration, and number of closed Leads.
  • Personalize your approach: Tailor your sales strategies based on customer data and behavior, driving higher conversion rates.


How to Choose a Sales Automation Tool

Selecting the right sales automation tool is not an easy task for small businesses. You should weigh many crucial factors against your business’s unique requirements and pinpoint the sales automation tool that aligns best with your objectives. An efficient and intelligent sales automation software will offer the following features:

Multichannel Communication

Few sales automation tools offer the facility to reach out to the leads through multiple channels like voice calls, SMS, WhatsApp, email, etc. In India, Office24by7 is the only Sales CRM that has integrated Cloud Telephony. Office24by7’s Cloud Telephony solutions allow you to seamlessly communicate with prospects and leads, enhancing your sales efforts.


Opt for a tool that grows with your business. Ensure it accommodates your increasing data, user base, and evolving needs without compromising performance. An efficient sales automation tool must adapt to your requirements as you grow from a small business or startup to a mid-sized enterprise and further to a large business.

Ease of Integration

Look for tools that seamlessly integrate with your existing systems. Compatibility with your email, social media, search engines, calendars, meeting platforms, and other essential software ensures a smooth transition and data flow.

User-Friendly Interface

A user-friendly interface is non-negotiable. The overall functionality of the tool should be easy to explain in a few simple steps. Choose tools that are intuitive and require minimal training. This ensures swift adoption across your team, maximizing its potential. The major functions of sales automation software, like adding and uploading leads, filtering, and executing bulk operations, should be easily accessible to the user.

Customization and Flexibility

Every business operates uniquely. When it comes to sales process automation, the needs of each business will be different. The ability to customize workflows, reports, and features is crucial. Seek tools that offer flexibility to adapt to your specific sales processes, including lead and deal management.


While affordability matters, consider the tool’s long-term value over the initial cost. Assess the ROI it offers concerning increased efficiency, time saved, and potential sales growth.

Data Security

Protecting sensitive sales data is paramount during sales process automation. Ensure the tool employs robust security measures, encryption, and compliance standards to safeguard your information.

Customer Support and Training

A responsive support system and adequate training resources are invaluable. Consider the availability of customer support, training materials, and user communities to ensure smooth operations and troubleshooting.


Top 10 Sales Automation Tools – 2024

First, let’s take a look at the top 10 picks:

Now, let’s look into the features of each one of these and what makes them the top players in the industry in detail.


Office24by7 CRM

Office24by7 CRM is India’s only sales CRM platform with integrated cloud telephony. It has robust features to reform your lead, deal, and contact management efforts. Office24by7 also provides a multi-channel communication facility, so that you can engage and nurture your leads in every way possible. Their tools are efficiently designed to help you make the best out of inside sales, enterprise sales, and field sales, making it the best sales automation software for small businesses and mid-sized and large enterprises alike.

Office24by sales automation software interface


Pipedrive is a robust, cloud-based sales automation software that focuses on sales pipeline management through various ways to move the leads further down the funnel. They provide seamless integration with 350+ software to facilitate a seamless sales process. With Pipedrive’s efficient reports and insights, businesses can focus extra on their pain points.

Pipedrive CRM interface


Close facilitates sales automation by offering a robust lead management, communication, and analytics platform. It streamlines sales workflows with features like email sequencing, call automation, and task management. Its built-in CRM optimizes sales processes and enables personalized engagement, efficient follow-ups, and data-driven insights for accelerated sales growth.

Close CRM interface

LeadSquared CRM

LeadSquared ensures zero lead leakage with a seventy percent reduction in lead turnaround time. They offer industry-standard tools like drag-and-drop automation, activities, goal tracking, etc., for automation sales, marketing, and lead management. With features for lead scoring, automated drip campaigns, and sales insights, it optimizes sales processes.

LeadSquared CRM interface


Bigin is a CRM platform from Zoho. With a wide range of functions like pipeline and customer management, multichannel communication, collaboration, customization, etc., Bigin helps the sales teams automate tasks and fully stay on track to exceed targets. It also helps you identify trends that help businesses to excel in sales growth. Bigin offers automation and analytics built into its CRM platform, helping organizations with end-to-end revenue management along the customer lifecycle.

Bigin CRM interface

HubSpot Sales Hub

HubSpot is an easy-to-use sales software that offers dynamic functions like sales engagement tools and deal management functionality. Their reporting & analytics features and the ability to integrate with various tools help organizations drive productivity and enable wider customer connection without hassle.

HubSpot Sales Hub interface


Monday is an all-in-one platform with built-in AI assistant to automate marketing campaigns through multi-channel communication over email, SMS, WhatsApp, or chat. Their dashboards can be customized to view sales forecasting, performance, and team goals. Monday CRM has customizable templates that make it very easy for small businesses to get started. Streamlining workflows, automating repetitive tasks, and providing insights are easy tasks with Monday.

Monday CRM interface

Agile CRM

Agile CRM empowers sales automation by offering robust tools for lead tracking, email campaigns, and task automation. It streamlines the sales pipeline with features like contact scoring, automated follow-ups, and integrated telephony, ensuring efficient communication, enhanced productivity, and data-driven decision-making for accelerated sales growth.

Agile CRM interface


SalesLoft revolutionizes sales automation by providing a platform for personalized engagement, automation, and analytics. Its tools enable targeted outreach, cadence automation, and performance tracking. Through email sequencing, call tracking, and analytics, SalesLoft optimizes workflows, fosters meaningful interactions, and enhances sales efficiency, ultimately driving revenue and growth.

SalesLoft CRM interface


MailChimp aids sales automation through email marketing by automating campaigns, segmenting audiences, and analyzing interactions. It offers personalized messaging, drip campaigns, and follow-ups, optimizing lead nurturing. With analytics for performance tracking and integrations, MailChimp drives conversions and amplifies sales efforts efficiently.

MailChimp CRM interface



Investing in sales automation software isn’t just about saving time – it’s about creating a smarter, more efficient, and ultimately more profitable sales pipeline for your small business. With automation, you can seize new opportunities, scale your operations, and achieve sustainable growth in today’s competitive landscape. Small businesses can stay ahead only by embracing efficiency and innovation. Sales process automation software becomes a crucial asset in achieving this. These tools continue to evolve, presenting small businesses with an ever-expanding range of potent options.

A mere reading about the top CRMs won’t give you a complete picture of this amazing scenario. Use the chance to try out a free demo of the most efficient sales automation software like Office24by7. Contact us at +91 7097171717 or email us at to get a walk-through of our sales automation software.

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