Top 15 sales automation tools to streamline your workflow in 2024
Written by
Neha Kulshreshtha
Last Updated :
October 24, 2025
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TL;DR
Endless emails, chasing down leads, and piles of paperwork can add up to a serious time crunch. Would it not be great to have them taken care of so you can focus on closing deals? That is sales automation tools for you.
In today’s market, sales automation is not a luxury, it is a necessity for any team that wants to stay ahead of the game. Take the sales automation-integrated CRM provider, Pipedrive, for example. Snug, a digital rental housing platform, used Pipedrive to organize their setup. Result?
That is what the right tools can do for your team.
Sales automation tools streamline all those repetitive tasks so you have more time to build relationships, nurture potential customers, and boost your bottom line.
That explains why 72% of all successful businesses today use sales automation tools. But the question remains- which tool is the best choice for you?
Benefits of sales automation tools
60% of sales reps say AI and sales automation tools are crucial to their overall sales process. We all want more time, faster closes, and bigger sales numbers. The best part about sales automation tools is how it increases overall return on investment (ROI) by paying for itself, and then some. But how do sales automation tools do that?
1. Increased efficiency
Sales automation tools can take care of many repetitive tasks for you—updating records, scheduling follow-ups, or generating reports. This frees up a lot of your time, letting you spend those extra hours connecting with leads or strategizing your next big deal instead of doing data entry. In fact, recent findings confirm that AI and sales automation tools for client outreach help reps save 2 hours and 7 minutes daily.
2. Improved lead nurturing
Sales automation tools cover nearly every step of your sales process. This includes letting you design a seamless lead nurturing system for staying connected and building deeper relationships with your prospects. Personalized touchpoints, delivered with accurate timing, make sure you never lose a lead again.
3. Enhanced data accuracy
Manually entering information leads to typos and mistakes. Automating data entry with AI sales automation tools makes sure your sales data stays clean and reliable. This accurate data gives you the insights needed to make informed decisions about your sales process and identify areas for improvement.
4. Greater team collaboration
Sales automation tools act like a central hub where everyone from your sales team can access client information, track deal progress, and assign tasks. This keeps everyone on the same page, removes chances of confusion, and makes sales team collaboration much more efficient.
5. Better customer experience
34% of teams that use sales automation tools do so to improve their customer experience. By automating your tasks, you can respond to inquiries faster, provide more personalized attention, and resolve issues quickly. Happy customers are loyal customers, and that translates directly to more sales.
6. Accurate sales forecasting
Sales automation tools can track leads through your pipeline, analyze trends, and even make data-driven predictions about future sales. This is great for planning resources, setting realistic goals, and making smart business decisions.
Key types of sales automation tools
Even though one out of every three sales tasks can be automated, sales automation tools are not quite one-size-fits-all. Each tool offers different capabilities, so choose the ones most suited to your sales team’s needs. These are some of the different types of sales automation tools:
1. CRM (Customer Relationship Management)
What it does:
Acts as a central database for all customer interactions, contact information, deal history, and more
Streamlines data management, making everything accessible and organized
Why it matters:
Organizes scattered data entries and prospect records
Provides insights into prospect behavior for tailored sales strategies
2. Email marketing automation
What it does:
Allows you to create automated email sequences (welcome series, drip campaigns, follow-ups) based on triggers or customer actions
Personalizes outreach at scale
Saves time on repetitive tasks
Why it matters:
Keeps leads engaged throughout the sales cycle
Nurtures them toward conversion
3. Lead generation and prospecting tools
What it does:
Helps identify and qualify potential leads using various methods—finding contact information, social media outreach, website visitor tracking
Expands and enriches your pipeline.
Why it matters:
Saves immense time in finding suitable prospects
Ensures a steady flow of leads
4. Sales analytics and reporting platforms
What it does:
Track key metrics, analyze sales data, and generate insightful reports
Visualize trends and performance patterns
Why it matters:
Allows for data-driven insights
Helps spot strengths, weaknesses, and track optimization opportunities within the sales process
5. AI-powered sales automation tools
What it does:
Leverages AI for advanced automation tasks
Includes features like chatbots that qualify leads 24/7
Predictive analytics can forecast sales outcomes and suggest actions
Why it matters:
Maximizes efficiency and provides deeper insights
Enables more strategic decisions
Must-have features in sales automation tools
The right sales automation tools can improve your workflow- but with so many choices, how do you find the perfect fit? Here are the key features to look for that will take your sales process from disorganized to streamlined, increasing efficiency and driving results:
1. Ease of use and intuitive interface
A complex, cluttered interface will eat up your time and frustrate your team. Look for sales automation tools with a clean layout and easy navigation. Your sales reps need to find their way around quickly and focus on their core tasks, not wrestle with the software.
2. Integration capabilities
Sales automation software works best when it plays nicely with your current business tools like your CRM, email marketing platform, and any other software you use in the sales process. Seamless integration ensures smooth data flow, prevents miscommunications, and boosts overall efficiency.
3. Customization options to tailor workflows
Every company has its unique sales processes. Choose a tool that offers flexibility in customizing workflows and triggers.. This allows you to align the software with how your team actually sells, rather than forcing them to change their approach.
4. Robust reporting and analytics
The whole point of automation is to gather valuable data and use it to make better decisions. Your sales automation tools must provide clear, actionable reports on sales metrics, pipeline progress, and team performance. The ability to customize these reports is even better, as it lets you focus on the insights that matter most to your business.
5. Scalability to grow with your business
As your business expands, your sales automation tool should be able to handle the increasing volume and complexity. Look for a platform with flexible pricing plans and the ability to add more users, features, and capacity as needed. This makes sure the sales automation tools support your growth, rather than holding you back.
Top 15 sales automation tools in 2024
Now that you understand the benefits and essential features of sales automation tools, it is time to reveal our top picks. Selecting the right tool is key to getting the most out of your investment. Here is our curated list of the top 15 sales automation tools to streamline your workflow in 2024:
Oliv is an AI-powered sales assistant designed to help sales teams with day-to-day tasks as well as bigger sales goals. It simplifies many of the repetitive yet crucial aspects of the sales process, giving reps more time to focus on building relationships and closing deals. Oliv also integrates with popular CRMs to streamline data entry and keep everything organized for sales managers.
Woodpecker specializes in cold email outreach and follow-up automation. It is great for sending personalized, targeted email campaigns at scale. With features like A/B testing and detailed analytics, Woodpecker helps optimize email campaigns for maximum open rates and conversions.
SalesBlink focuses on sales prospecting, offering tools to help you find qualified leads and build targeted lists easily. With a strong emphasis on data accuracy and deliverability monitoring, SalesBlink makes sure you are reaching the right people with your sales outreach.
Cognism is a lead generation platform that provides verified contact information and helps you enrich existing prospect data. It uses multiple sources to get highly accurate and compliant data, allowing sales teams to have more meaningful conversations.
Features:
Global B2B contact database (with phone numbers and emails)
Intent data to spot actively engaged prospects
Tech stack identification for tailored sales pitches
Lemlist makes cold outreach fun and effective. It focuses on personalization and creativity within your email campaigns for maximum engagement. With features like image embedding and dynamic variables, Lemlist helps you stand out in a crowded inbox to generate genuine leads.
Clari is a revenue operations platform that relies heavily on AI for sales forecasting and analytics. It uses machine learning to analyze trends, predict outcomes, and recommend actions to help you close more deals. Clari’s focus on deal visibility and pipeline management is a great fit for enterprise teams and complex sales processes.
EngageBay is an all-in-one, affordable solution for marketing, sales, and customer support. Its sales automation features are user-friendly and well-suited for small businesses and growing teams looking for a comprehensive but budget-friendly solution.
Features:
Multi-channel automation (email, SMS, social media)
HubSpot offers a suite of sales tools within its Sales Hub, part of the larger all-in-one platform. With a focus on inbound marketing and lead generation, HubSpot Sales Hub is known for its ease of use and seamless integration with the company’s other hubs.
Outreach.io is a leading sales engagement platform that helps you connect with prospects across multiple channels. It offers top-notch automation workflows, advanced analytics, and AI-powered insights to drive efficiency in outbound sales outreach.
Features:
Multi-channel outreach (email, phone, SMS, and social media)
Rules-based sequences and intelligent task routing
Growbots is one of the best outbound sales automation tools. It helps teams build targeted prospect lists, personalize cold email sequences, and automate follow-up tasks. This is a good option for teams who want to streamline their outreach process without a complex setup.
Features:
Chrome extension for prospecting and list-building
6sense is an account-based revenue platform that uses AI to identify high-intent prospects and predict buying signals. It focuses on aligning sales and marketing teams, allowing for highly targeted outreach and personalized campaigns for better sales performance.
Features:
Intent data gathering and analysis
AI-powered lead scoring and prioritization
Account-based marketing tools
Sales intelligence and buyer insights
Integration with existing sales and marketing platforms
Mailshake is another of the most used sales automation tools for cold email outreach and sales engagement. It simplifies sending personalized emails, automating follow-ups, and tracking results. Mailshake’s strength lies in its user-friendliness and focus on core email automation features.
Features:
Straightforward email sequence creation with personalization
LeadSquared is a sales execution and marketing automation platform that helps capture leads from multiple sources, nurture them through the funnel, and track the entire sales journey. Its combination of features makes it a versatile option for teams looking to streamline their overall sales and marketing processes.
Features:
Lead capture and lead qualification
Marketing automation for email campaigns and drip sequences
Clearbit specializes in data enrichment, helping sales teams get accurate and up-to-date information about leads and companies. This allows you to personalize your outreach, target the right contacts, and tailor your sales pitch effectively.
Features:
Real-time company and contact data enrichment
Technographic data to identify technologies used by prospects
Lead scoring and segmentation tools
Integration with various sales and marketing platforms
VanillaSoft focuses on inside sales and telesales teams. Its features, such as progressive dialing, lead routing, and queue-based call management, help optimize call efficiency and close more deals by phone.
Features:
Advanced telephony features (click-to-call and power dialer)
Lead scoring and prioritization
Automated appointment setting and reminders
Call recording and analytics
Integration with existing sales and marketing technologies
These are the 15 best sales automation tools with a varied range of capabilities and offerings. Make sure you know the exact features your sales team needs to get the most out of your pick.
Get more out of your sales automation software
Sales automation tools simplify your day-to-day tasks and help you achieve your bigger sales goals, but only if you choose the right ones and make the most of them. Remember the following, and you will be well on your way to boosting your ROI while saving valuable time:
Target your biggest bottlenecks and pain points
Balance budget with the expected impact
Pick features that matter most to your team
Prioritize user-friendly sales automation tools
Look for integration with your existing tech stack
Learning how to use sales automation tools might take some time, but it is worth the hours spent. They can help bring out the best out of every member of your sales team. To learn more about how Oliv can automate your sales process, book a free demo with us.
Endless emails, chasing down leads, and piles of paperwork can add up to a serious time crunch. Would it not be great to have them taken care of so you can focus on closing deals? That is sales automation tools for you.
In today’s market, sales automation is not a luxury, it is a necessity for any team that wants to stay ahead of the game. Take the sales automation-integrated CRM provider, Pipedrive, for example. Snug, a digital rental housing platform, used Pipedrive to organize their setup. Result?
That is what the right tools can do for your team.
Sales automation tools streamline all those repetitive tasks so you have more time to build relationships, nurture potential customers, and boost your bottom line.
That explains why 72% of all successful businesses today use sales automation tools. But the question remains- which tool is the best choice for you?
Benefits of sales automation tools
60% of sales reps say AI and sales automation tools are crucial to their overall sales process. We all want more time, faster closes, and bigger sales numbers. The best part about sales automation tools is how it increases overall return on investment (ROI) by paying for itself, and then some. But how do sales automation tools do that?
1. Increased efficiency
Sales automation tools can take care of many repetitive tasks for you—updating records, scheduling follow-ups, or generating reports. This frees up a lot of your time, letting you spend those extra hours connecting with leads or strategizing your next big deal instead of doing data entry. In fact, recent findings confirm that AI and sales automation tools for client outreach help reps save 2 hours and 7 minutes daily.
2. Improved lead nurturing
Sales automation tools cover nearly every step of your sales process. This includes letting you design a seamless lead nurturing system for staying connected and building deeper relationships with your prospects. Personalized touchpoints, delivered with accurate timing, make sure you never lose a lead again.
3. Enhanced data accuracy
Manually entering information leads to typos and mistakes. Automating data entry with AI sales automation tools makes sure your sales data stays clean and reliable. This accurate data gives you the insights needed to make informed decisions about your sales process and identify areas for improvement.
4. Greater team collaboration
Sales automation tools act like a central hub where everyone from your sales team can access client information, track deal progress, and assign tasks. This keeps everyone on the same page, removes chances of confusion, and makes sales team collaboration much more efficient.
5. Better customer experience
34% of teams that use sales automation tools do so to improve their customer experience. By automating your tasks, you can respond to inquiries faster, provide more personalized attention, and resolve issues quickly. Happy customers are loyal customers, and that translates directly to more sales.
6. Accurate sales forecasting
Sales automation tools can track leads through your pipeline, analyze trends, and even make data-driven predictions about future sales. This is great for planning resources, setting realistic goals, and making smart business decisions.
Key types of sales automation tools
Even though one out of every three sales tasks can be automated, sales automation tools are not quite one-size-fits-all. Each tool offers different capabilities, so choose the ones most suited to your sales team’s needs. These are some of the different types of sales automation tools:
1. CRM (Customer Relationship Management)
What it does:
Acts as a central database for all customer interactions, contact information, deal history, and more
Streamlines data management, making everything accessible and organized
Why it matters:
Organizes scattered data entries and prospect records
Provides insights into prospect behavior for tailored sales strategies
2. Email marketing automation
What it does:
Allows you to create automated email sequences (welcome series, drip campaigns, follow-ups) based on triggers or customer actions
Personalizes outreach at scale
Saves time on repetitive tasks
Why it matters:
Keeps leads engaged throughout the sales cycle
Nurtures them toward conversion
3. Lead generation and prospecting tools
What it does:
Helps identify and qualify potential leads using various methods—finding contact information, social media outreach, website visitor tracking
Expands and enriches your pipeline.
Why it matters:
Saves immense time in finding suitable prospects
Ensures a steady flow of leads
4. Sales analytics and reporting platforms
What it does:
Track key metrics, analyze sales data, and generate insightful reports
Visualize trends and performance patterns
Why it matters:
Allows for data-driven insights
Helps spot strengths, weaknesses, and track optimization opportunities within the sales process
5. AI-powered sales automation tools
What it does:
Leverages AI for advanced automation tasks
Includes features like chatbots that qualify leads 24/7
Predictive analytics can forecast sales outcomes and suggest actions
Why it matters:
Maximizes efficiency and provides deeper insights
Enables more strategic decisions
Must-have features in sales automation tools
The right sales automation tools can improve your workflow- but with so many choices, how do you find the perfect fit? Here are the key features to look for that will take your sales process from disorganized to streamlined, increasing efficiency and driving results:
1. Ease of use and intuitive interface
A complex, cluttered interface will eat up your time and frustrate your team. Look for sales automation tools with a clean layout and easy navigation. Your sales reps need to find their way around quickly and focus on their core tasks, not wrestle with the software.
2. Integration capabilities
Sales automation software works best when it plays nicely with your current business tools like your CRM, email marketing platform, and any other software you use in the sales process. Seamless integration ensures smooth data flow, prevents miscommunications, and boosts overall efficiency.
3. Customization options to tailor workflows
Every company has its unique sales processes. Choose a tool that offers flexibility in customizing workflows and triggers.. This allows you to align the software with how your team actually sells, rather than forcing them to change their approach.
4. Robust reporting and analytics
The whole point of automation is to gather valuable data and use it to make better decisions. Your sales automation tools must provide clear, actionable reports on sales metrics, pipeline progress, and team performance. The ability to customize these reports is even better, as it lets you focus on the insights that matter most to your business.
5. Scalability to grow with your business
As your business expands, your sales automation tool should be able to handle the increasing volume and complexity. Look for a platform with flexible pricing plans and the ability to add more users, features, and capacity as needed. This makes sure the sales automation tools support your growth, rather than holding you back.
Top 15 sales automation tools in 2024
Now that you understand the benefits and essential features of sales automation tools, it is time to reveal our top picks. Selecting the right tool is key to getting the most out of your investment. Here is our curated list of the top 15 sales automation tools to streamline your workflow in 2024:
Oliv is an AI-powered sales assistant designed to help sales teams with day-to-day tasks as well as bigger sales goals. It simplifies many of the repetitive yet crucial aspects of the sales process, giving reps more time to focus on building relationships and closing deals. Oliv also integrates with popular CRMs to streamline data entry and keep everything organized for sales managers.
Woodpecker specializes in cold email outreach and follow-up automation. It is great for sending personalized, targeted email campaigns at scale. With features like A/B testing and detailed analytics, Woodpecker helps optimize email campaigns for maximum open rates and conversions.
SalesBlink focuses on sales prospecting, offering tools to help you find qualified leads and build targeted lists easily. With a strong emphasis on data accuracy and deliverability monitoring, SalesBlink makes sure you are reaching the right people with your sales outreach.
Cognism is a lead generation platform that provides verified contact information and helps you enrich existing prospect data. It uses multiple sources to get highly accurate and compliant data, allowing sales teams to have more meaningful conversations.
Features:
Global B2B contact database (with phone numbers and emails)
Intent data to spot actively engaged prospects
Tech stack identification for tailored sales pitches
Lemlist makes cold outreach fun and effective. It focuses on personalization and creativity within your email campaigns for maximum engagement. With features like image embedding and dynamic variables, Lemlist helps you stand out in a crowded inbox to generate genuine leads.
Clari is a revenue operations platform that relies heavily on AI for sales forecasting and analytics. It uses machine learning to analyze trends, predict outcomes, and recommend actions to help you close more deals. Clari’s focus on deal visibility and pipeline management is a great fit for enterprise teams and complex sales processes.
EngageBay is an all-in-one, affordable solution for marketing, sales, and customer support. Its sales automation features are user-friendly and well-suited for small businesses and growing teams looking for a comprehensive but budget-friendly solution.
Features:
Multi-channel automation (email, SMS, social media)
HubSpot offers a suite of sales tools within its Sales Hub, part of the larger all-in-one platform. With a focus on inbound marketing and lead generation, HubSpot Sales Hub is known for its ease of use and seamless integration with the company’s other hubs.
Outreach.io is a leading sales engagement platform that helps you connect with prospects across multiple channels. It offers top-notch automation workflows, advanced analytics, and AI-powered insights to drive efficiency in outbound sales outreach.
Features:
Multi-channel outreach (email, phone, SMS, and social media)
Rules-based sequences and intelligent task routing
Growbots is one of the best outbound sales automation tools. It helps teams build targeted prospect lists, personalize cold email sequences, and automate follow-up tasks. This is a good option for teams who want to streamline their outreach process without a complex setup.
Features:
Chrome extension for prospecting and list-building
6sense is an account-based revenue platform that uses AI to identify high-intent prospects and predict buying signals. It focuses on aligning sales and marketing teams, allowing for highly targeted outreach and personalized campaigns for better sales performance.
Features:
Intent data gathering and analysis
AI-powered lead scoring and prioritization
Account-based marketing tools
Sales intelligence and buyer insights
Integration with existing sales and marketing platforms
Mailshake is another of the most used sales automation tools for cold email outreach and sales engagement. It simplifies sending personalized emails, automating follow-ups, and tracking results. Mailshake’s strength lies in its user-friendliness and focus on core email automation features.
Features:
Straightforward email sequence creation with personalization
LeadSquared is a sales execution and marketing automation platform that helps capture leads from multiple sources, nurture them through the funnel, and track the entire sales journey. Its combination of features makes it a versatile option for teams looking to streamline their overall sales and marketing processes.
Features:
Lead capture and lead qualification
Marketing automation for email campaigns and drip sequences
Clearbit specializes in data enrichment, helping sales teams get accurate and up-to-date information about leads and companies. This allows you to personalize your outreach, target the right contacts, and tailor your sales pitch effectively.
Features:
Real-time company and contact data enrichment
Technographic data to identify technologies used by prospects
Lead scoring and segmentation tools
Integration with various sales and marketing platforms
VanillaSoft focuses on inside sales and telesales teams. Its features, such as progressive dialing, lead routing, and queue-based call management, help optimize call efficiency and close more deals by phone.
Features:
Advanced telephony features (click-to-call and power dialer)
Lead scoring and prioritization
Automated appointment setting and reminders
Call recording and analytics
Integration with existing sales and marketing technologies
These are the 15 best sales automation tools with a varied range of capabilities and offerings. Make sure you know the exact features your sales team needs to get the most out of your pick.
Get more out of your sales automation software
Sales automation tools simplify your day-to-day tasks and help you achieve your bigger sales goals, but only if you choose the right ones and make the most of them. Remember the following, and you will be well on your way to boosting your ROI while saving valuable time:
Target your biggest bottlenecks and pain points
Balance budget with the expected impact
Pick features that matter most to your team
Prioritize user-friendly sales automation tools
Look for integration with your existing tech stack
Learning how to use sales automation tools might take some time, but it is worth the hours spent. They can help bring out the best out of every member of your sales team. To learn more about how Oliv can automate your sales process, book a free demo with us.
Endless emails, chasing down leads, and piles of paperwork can add up to a serious time crunch. Would it not be great to have them taken care of so you can focus on closing deals? That is sales automation tools for you.
In today’s market, sales automation is not a luxury, it is a necessity for any team that wants to stay ahead of the game. Take the sales automation-integrated CRM provider, Pipedrive, for example. Snug, a digital rental housing platform, used Pipedrive to organize their setup. Result?
That is what the right tools can do for your team.
Sales automation tools streamline all those repetitive tasks so you have more time to build relationships, nurture potential customers, and boost your bottom line.
That explains why 72% of all successful businesses today use sales automation tools. But the question remains- which tool is the best choice for you?
Benefits of sales automation tools
60% of sales reps say AI and sales automation tools are crucial to their overall sales process. We all want more time, faster closes, and bigger sales numbers. The best part about sales automation tools is how it increases overall return on investment (ROI) by paying for itself, and then some. But how do sales automation tools do that?
1. Increased efficiency
Sales automation tools can take care of many repetitive tasks for you—updating records, scheduling follow-ups, or generating reports. This frees up a lot of your time, letting you spend those extra hours connecting with leads or strategizing your next big deal instead of doing data entry. In fact, recent findings confirm that AI and sales automation tools for client outreach help reps save 2 hours and 7 minutes daily.
2. Improved lead nurturing
Sales automation tools cover nearly every step of your sales process. This includes letting you design a seamless lead nurturing system for staying connected and building deeper relationships with your prospects. Personalized touchpoints, delivered with accurate timing, make sure you never lose a lead again.
3. Enhanced data accuracy
Manually entering information leads to typos and mistakes. Automating data entry with AI sales automation tools makes sure your sales data stays clean and reliable. This accurate data gives you the insights needed to make informed decisions about your sales process and identify areas for improvement.
4. Greater team collaboration
Sales automation tools act like a central hub where everyone from your sales team can access client information, track deal progress, and assign tasks. This keeps everyone on the same page, removes chances of confusion, and makes sales team collaboration much more efficient.
5. Better customer experience
34% of teams that use sales automation tools do so to improve their customer experience. By automating your tasks, you can respond to inquiries faster, provide more personalized attention, and resolve issues quickly. Happy customers are loyal customers, and that translates directly to more sales.
6. Accurate sales forecasting
Sales automation tools can track leads through your pipeline, analyze trends, and even make data-driven predictions about future sales. This is great for planning resources, setting realistic goals, and making smart business decisions.
Key types of sales automation tools
Even though one out of every three sales tasks can be automated, sales automation tools are not quite one-size-fits-all. Each tool offers different capabilities, so choose the ones most suited to your sales team’s needs. These are some of the different types of sales automation tools:
1. CRM (Customer Relationship Management)
What it does:
Acts as a central database for all customer interactions, contact information, deal history, and more
Streamlines data management, making everything accessible and organized
Why it matters:
Organizes scattered data entries and prospect records
Provides insights into prospect behavior for tailored sales strategies
2. Email marketing automation
What it does:
Allows you to create automated email sequences (welcome series, drip campaigns, follow-ups) based on triggers or customer actions
Personalizes outreach at scale
Saves time on repetitive tasks
Why it matters:
Keeps leads engaged throughout the sales cycle
Nurtures them toward conversion
3. Lead generation and prospecting tools
What it does:
Helps identify and qualify potential leads using various methods—finding contact information, social media outreach, website visitor tracking
Expands and enriches your pipeline.
Why it matters:
Saves immense time in finding suitable prospects
Ensures a steady flow of leads
4. Sales analytics and reporting platforms
What it does:
Track key metrics, analyze sales data, and generate insightful reports
Visualize trends and performance patterns
Why it matters:
Allows for data-driven insights
Helps spot strengths, weaknesses, and track optimization opportunities within the sales process
5. AI-powered sales automation tools
What it does:
Leverages AI for advanced automation tasks
Includes features like chatbots that qualify leads 24/7
Predictive analytics can forecast sales outcomes and suggest actions
Why it matters:
Maximizes efficiency and provides deeper insights
Enables more strategic decisions
Must-have features in sales automation tools
The right sales automation tools can improve your workflow- but with so many choices, how do you find the perfect fit? Here are the key features to look for that will take your sales process from disorganized to streamlined, increasing efficiency and driving results:
1. Ease of use and intuitive interface
A complex, cluttered interface will eat up your time and frustrate your team. Look for sales automation tools with a clean layout and easy navigation. Your sales reps need to find their way around quickly and focus on their core tasks, not wrestle with the software.
2. Integration capabilities
Sales automation software works best when it plays nicely with your current business tools like your CRM, email marketing platform, and any other software you use in the sales process. Seamless integration ensures smooth data flow, prevents miscommunications, and boosts overall efficiency.
3. Customization options to tailor workflows
Every company has its unique sales processes. Choose a tool that offers flexibility in customizing workflows and triggers.. This allows you to align the software with how your team actually sells, rather than forcing them to change their approach.
4. Robust reporting and analytics
The whole point of automation is to gather valuable data and use it to make better decisions. Your sales automation tools must provide clear, actionable reports on sales metrics, pipeline progress, and team performance. The ability to customize these reports is even better, as it lets you focus on the insights that matter most to your business.
5. Scalability to grow with your business
As your business expands, your sales automation tool should be able to handle the increasing volume and complexity. Look for a platform with flexible pricing plans and the ability to add more users, features, and capacity as needed. This makes sure the sales automation tools support your growth, rather than holding you back.
Top 15 sales automation tools in 2024
Now that you understand the benefits and essential features of sales automation tools, it is time to reveal our top picks. Selecting the right tool is key to getting the most out of your investment. Here is our curated list of the top 15 sales automation tools to streamline your workflow in 2024:
Oliv is an AI-powered sales assistant designed to help sales teams with day-to-day tasks as well as bigger sales goals. It simplifies many of the repetitive yet crucial aspects of the sales process, giving reps more time to focus on building relationships and closing deals. Oliv also integrates with popular CRMs to streamline data entry and keep everything organized for sales managers.
Woodpecker specializes in cold email outreach and follow-up automation. It is great for sending personalized, targeted email campaigns at scale. With features like A/B testing and detailed analytics, Woodpecker helps optimize email campaigns for maximum open rates and conversions.
SalesBlink focuses on sales prospecting, offering tools to help you find qualified leads and build targeted lists easily. With a strong emphasis on data accuracy and deliverability monitoring, SalesBlink makes sure you are reaching the right people with your sales outreach.
Cognism is a lead generation platform that provides verified contact information and helps you enrich existing prospect data. It uses multiple sources to get highly accurate and compliant data, allowing sales teams to have more meaningful conversations.
Features:
Global B2B contact database (with phone numbers and emails)
Intent data to spot actively engaged prospects
Tech stack identification for tailored sales pitches
Lemlist makes cold outreach fun and effective. It focuses on personalization and creativity within your email campaigns for maximum engagement. With features like image embedding and dynamic variables, Lemlist helps you stand out in a crowded inbox to generate genuine leads.
Clari is a revenue operations platform that relies heavily on AI for sales forecasting and analytics. It uses machine learning to analyze trends, predict outcomes, and recommend actions to help you close more deals. Clari’s focus on deal visibility and pipeline management is a great fit for enterprise teams and complex sales processes.
EngageBay is an all-in-one, affordable solution for marketing, sales, and customer support. Its sales automation features are user-friendly and well-suited for small businesses and growing teams looking for a comprehensive but budget-friendly solution.
Features:
Multi-channel automation (email, SMS, social media)
HubSpot offers a suite of sales tools within its Sales Hub, part of the larger all-in-one platform. With a focus on inbound marketing and lead generation, HubSpot Sales Hub is known for its ease of use and seamless integration with the company’s other hubs.
Outreach.io is a leading sales engagement platform that helps you connect with prospects across multiple channels. It offers top-notch automation workflows, advanced analytics, and AI-powered insights to drive efficiency in outbound sales outreach.
Features:
Multi-channel outreach (email, phone, SMS, and social media)
Rules-based sequences and intelligent task routing
Growbots is one of the best outbound sales automation tools. It helps teams build targeted prospect lists, personalize cold email sequences, and automate follow-up tasks. This is a good option for teams who want to streamline their outreach process without a complex setup.
Features:
Chrome extension for prospecting and list-building
6sense is an account-based revenue platform that uses AI to identify high-intent prospects and predict buying signals. It focuses on aligning sales and marketing teams, allowing for highly targeted outreach and personalized campaigns for better sales performance.
Features:
Intent data gathering and analysis
AI-powered lead scoring and prioritization
Account-based marketing tools
Sales intelligence and buyer insights
Integration with existing sales and marketing platforms
Mailshake is another of the most used sales automation tools for cold email outreach and sales engagement. It simplifies sending personalized emails, automating follow-ups, and tracking results. Mailshake’s strength lies in its user-friendliness and focus on core email automation features.
Features:
Straightforward email sequence creation with personalization
LeadSquared is a sales execution and marketing automation platform that helps capture leads from multiple sources, nurture them through the funnel, and track the entire sales journey. Its combination of features makes it a versatile option for teams looking to streamline their overall sales and marketing processes.
Features:
Lead capture and lead qualification
Marketing automation for email campaigns and drip sequences
Clearbit specializes in data enrichment, helping sales teams get accurate and up-to-date information about leads and companies. This allows you to personalize your outreach, target the right contacts, and tailor your sales pitch effectively.
Features:
Real-time company and contact data enrichment
Technographic data to identify technologies used by prospects
Lead scoring and segmentation tools
Integration with various sales and marketing platforms
VanillaSoft focuses on inside sales and telesales teams. Its features, such as progressive dialing, lead routing, and queue-based call management, help optimize call efficiency and close more deals by phone.
Features:
Advanced telephony features (click-to-call and power dialer)
Lead scoring and prioritization
Automated appointment setting and reminders
Call recording and analytics
Integration with existing sales and marketing technologies
These are the 15 best sales automation tools with a varied range of capabilities and offerings. Make sure you know the exact features your sales team needs to get the most out of your pick.
Get more out of your sales automation software
Sales automation tools simplify your day-to-day tasks and help you achieve your bigger sales goals, but only if you choose the right ones and make the most of them. Remember the following, and you will be well on your way to boosting your ROI while saving valuable time:
Target your biggest bottlenecks and pain points
Balance budget with the expected impact
Pick features that matter most to your team
Prioritize user-friendly sales automation tools
Look for integration with your existing tech stack
Learning how to use sales automation tools might take some time, but it is worth the hours spent. They can help bring out the best out of every member of your sales team. To learn more about how Oliv can automate your sales process, book a free demo with us.
Endless emails, chasing down leads, and piles of paperwork can add up to a serious time crunch. Would it not be great to have them taken care of so you can focus on closing deals? That is sales automation tools for you.
In today’s market, sales automation is not a luxury, it is a necessity for any team that wants to stay ahead of the game. Take the sales automation-integrated CRM provider, Pipedrive, for example. Snug, a digital rental housing platform, used Pipedrive to organize their setup. Result?
That is what the right tools can do for your team.
Sales automation tools streamline all those repetitive tasks so you have more time to build relationships, nurture potential customers, and boost your bottom line.
That explains why 72% of all successful businesses today use sales automation tools. But the question remains- which tool is the best choice for you?
Benefits of sales automation tools
60% of sales reps say AI and sales automation tools are crucial to their overall sales process. We all want more time, faster closes, and bigger sales numbers. The best part about sales automation tools is how it increases overall return on investment (ROI) by paying for itself, and then some. But how do sales automation tools do that?
1. Increased efficiency
Sales automation tools can take care of many repetitive tasks for you—updating records, scheduling follow-ups, or generating reports. This frees up a lot of your time, letting you spend those extra hours connecting with leads or strategizing your next big deal instead of doing data entry. In fact, recent findings confirm that AI and sales automation tools for client outreach help reps save 2 hours and 7 minutes daily.
2. Improved lead nurturing
Sales automation tools cover nearly every step of your sales process. This includes letting you design a seamless lead nurturing system for staying connected and building deeper relationships with your prospects. Personalized touchpoints, delivered with accurate timing, make sure you never lose a lead again.
3. Enhanced data accuracy
Manually entering information leads to typos and mistakes. Automating data entry with AI sales automation tools makes sure your sales data stays clean and reliable. This accurate data gives you the insights needed to make informed decisions about your sales process and identify areas for improvement.
4. Greater team collaboration
Sales automation tools act like a central hub where everyone from your sales team can access client information, track deal progress, and assign tasks. This keeps everyone on the same page, removes chances of confusion, and makes sales team collaboration much more efficient.
5. Better customer experience
34% of teams that use sales automation tools do so to improve their customer experience. By automating your tasks, you can respond to inquiries faster, provide more personalized attention, and resolve issues quickly. Happy customers are loyal customers, and that translates directly to more sales.
6. Accurate sales forecasting
Sales automation tools can track leads through your pipeline, analyze trends, and even make data-driven predictions about future sales. This is great for planning resources, setting realistic goals, and making smart business decisions.
Key types of sales automation tools
Even though one out of every three sales tasks can be automated, sales automation tools are not quite one-size-fits-all. Each tool offers different capabilities, so choose the ones most suited to your sales team’s needs. These are some of the different types of sales automation tools:
1. CRM (Customer Relationship Management)
What it does:
Acts as a central database for all customer interactions, contact information, deal history, and more
Streamlines data management, making everything accessible and organized
Why it matters:
Organizes scattered data entries and prospect records
Provides insights into prospect behavior for tailored sales strategies
2. Email marketing automation
What it does:
Allows you to create automated email sequences (welcome series, drip campaigns, follow-ups) based on triggers or customer actions
Personalizes outreach at scale
Saves time on repetitive tasks
Why it matters:
Keeps leads engaged throughout the sales cycle
Nurtures them toward conversion
3. Lead generation and prospecting tools
What it does:
Helps identify and qualify potential leads using various methods—finding contact information, social media outreach, website visitor tracking
Expands and enriches your pipeline.
Why it matters:
Saves immense time in finding suitable prospects
Ensures a steady flow of leads
4. Sales analytics and reporting platforms
What it does:
Track key metrics, analyze sales data, and generate insightful reports
Visualize trends and performance patterns
Why it matters:
Allows for data-driven insights
Helps spot strengths, weaknesses, and track optimization opportunities within the sales process
5. AI-powered sales automation tools
What it does:
Leverages AI for advanced automation tasks
Includes features like chatbots that qualify leads 24/7
Predictive analytics can forecast sales outcomes and suggest actions
Why it matters:
Maximizes efficiency and provides deeper insights
Enables more strategic decisions
Must-have features in sales automation tools
The right sales automation tools can improve your workflow- but with so many choices, how do you find the perfect fit? Here are the key features to look for that will take your sales process from disorganized to streamlined, increasing efficiency and driving results:
1. Ease of use and intuitive interface
A complex, cluttered interface will eat up your time and frustrate your team. Look for sales automation tools with a clean layout and easy navigation. Your sales reps need to find their way around quickly and focus on their core tasks, not wrestle with the software.
2. Integration capabilities
Sales automation software works best when it plays nicely with your current business tools like your CRM, email marketing platform, and any other software you use in the sales process. Seamless integration ensures smooth data flow, prevents miscommunications, and boosts overall efficiency.
3. Customization options to tailor workflows
Every company has its unique sales processes. Choose a tool that offers flexibility in customizing workflows and triggers.. This allows you to align the software with how your team actually sells, rather than forcing them to change their approach.
4. Robust reporting and analytics
The whole point of automation is to gather valuable data and use it to make better decisions. Your sales automation tools must provide clear, actionable reports on sales metrics, pipeline progress, and team performance. The ability to customize these reports is even better, as it lets you focus on the insights that matter most to your business.
5. Scalability to grow with your business
As your business expands, your sales automation tool should be able to handle the increasing volume and complexity. Look for a platform with flexible pricing plans and the ability to add more users, features, and capacity as needed. This makes sure the sales automation tools support your growth, rather than holding you back.
Top 15 sales automation tools in 2024
Now that you understand the benefits and essential features of sales automation tools, it is time to reveal our top picks. Selecting the right tool is key to getting the most out of your investment. Here is our curated list of the top 15 sales automation tools to streamline your workflow in 2024:
Oliv is an AI-powered sales assistant designed to help sales teams with day-to-day tasks as well as bigger sales goals. It simplifies many of the repetitive yet crucial aspects of the sales process, giving reps more time to focus on building relationships and closing deals. Oliv also integrates with popular CRMs to streamline data entry and keep everything organized for sales managers.
Woodpecker specializes in cold email outreach and follow-up automation. It is great for sending personalized, targeted email campaigns at scale. With features like A/B testing and detailed analytics, Woodpecker helps optimize email campaigns for maximum open rates and conversions.
SalesBlink focuses on sales prospecting, offering tools to help you find qualified leads and build targeted lists easily. With a strong emphasis on data accuracy and deliverability monitoring, SalesBlink makes sure you are reaching the right people with your sales outreach.
Cognism is a lead generation platform that provides verified contact information and helps you enrich existing prospect data. It uses multiple sources to get highly accurate and compliant data, allowing sales teams to have more meaningful conversations.
Features:
Global B2B contact database (with phone numbers and emails)
Intent data to spot actively engaged prospects
Tech stack identification for tailored sales pitches
Lemlist makes cold outreach fun and effective. It focuses on personalization and creativity within your email campaigns for maximum engagement. With features like image embedding and dynamic variables, Lemlist helps you stand out in a crowded inbox to generate genuine leads.
Clari is a revenue operations platform that relies heavily on AI for sales forecasting and analytics. It uses machine learning to analyze trends, predict outcomes, and recommend actions to help you close more deals. Clari’s focus on deal visibility and pipeline management is a great fit for enterprise teams and complex sales processes.
EngageBay is an all-in-one, affordable solution for marketing, sales, and customer support. Its sales automation features are user-friendly and well-suited for small businesses and growing teams looking for a comprehensive but budget-friendly solution.
Features:
Multi-channel automation (email, SMS, social media)
HubSpot offers a suite of sales tools within its Sales Hub, part of the larger all-in-one platform. With a focus on inbound marketing and lead generation, HubSpot Sales Hub is known for its ease of use and seamless integration with the company’s other hubs.
Outreach.io is a leading sales engagement platform that helps you connect with prospects across multiple channels. It offers top-notch automation workflows, advanced analytics, and AI-powered insights to drive efficiency in outbound sales outreach.
Features:
Multi-channel outreach (email, phone, SMS, and social media)
Rules-based sequences and intelligent task routing
Growbots is one of the best outbound sales automation tools. It helps teams build targeted prospect lists, personalize cold email sequences, and automate follow-up tasks. This is a good option for teams who want to streamline their outreach process without a complex setup.
Features:
Chrome extension for prospecting and list-building
6sense is an account-based revenue platform that uses AI to identify high-intent prospects and predict buying signals. It focuses on aligning sales and marketing teams, allowing for highly targeted outreach and personalized campaigns for better sales performance.
Features:
Intent data gathering and analysis
AI-powered lead scoring and prioritization
Account-based marketing tools
Sales intelligence and buyer insights
Integration with existing sales and marketing platforms
Mailshake is another of the most used sales automation tools for cold email outreach and sales engagement. It simplifies sending personalized emails, automating follow-ups, and tracking results. Mailshake’s strength lies in its user-friendliness and focus on core email automation features.
Features:
Straightforward email sequence creation with personalization
LeadSquared is a sales execution and marketing automation platform that helps capture leads from multiple sources, nurture them through the funnel, and track the entire sales journey. Its combination of features makes it a versatile option for teams looking to streamline their overall sales and marketing processes.
Features:
Lead capture and lead qualification
Marketing automation for email campaigns and drip sequences
Clearbit specializes in data enrichment, helping sales teams get accurate and up-to-date information about leads and companies. This allows you to personalize your outreach, target the right contacts, and tailor your sales pitch effectively.
Features:
Real-time company and contact data enrichment
Technographic data to identify technologies used by prospects
Lead scoring and segmentation tools
Integration with various sales and marketing platforms
VanillaSoft focuses on inside sales and telesales teams. Its features, such as progressive dialing, lead routing, and queue-based call management, help optimize call efficiency and close more deals by phone.
Features:
Advanced telephony features (click-to-call and power dialer)
Lead scoring and prioritization
Automated appointment setting and reminders
Call recording and analytics
Integration with existing sales and marketing technologies
These are the 15 best sales automation tools with a varied range of capabilities and offerings. Make sure you know the exact features your sales team needs to get the most out of your pick.
Get more out of your sales automation software
Sales automation tools simplify your day-to-day tasks and help you achieve your bigger sales goals, but only if you choose the right ones and make the most of them. Remember the following, and you will be well on your way to boosting your ROI while saving valuable time:
Target your biggest bottlenecks and pain points
Balance budget with the expected impact
Pick features that matter most to your team
Prioritize user-friendly sales automation tools
Look for integration with your existing tech stack
Learning how to use sales automation tools might take some time, but it is worth the hours spent. They can help bring out the best out of every member of your sales team. To learn more about how Oliv can automate your sales process, book a free demo with us.
FAQ's
What are the top sales automation tools and why do teams use them?
Top sales automation tools streamline repetitive tasks, improve efficiency, and free up time for relationship-building and deal-closing activities.
Research shows that 72% of all successful businesses use sales automation tools, and 60% of sales reps consider AI and sales automation crucial to their overall sales process.
Leading categories include:
CRM platforms that centralize customer interactions and deal history
Email marketing automation creating personalized drip campaigns and follow-ups
Lead generation tools identifying and qualifying potential prospects
Sales analytics platforms tracking metrics and generating insightful reports
AI-powered tools leveraging chatbots, predictive analytics, and advanced automation
Teams adopt these tools because they deliver measurable results: Snug, using sales automation-integrated CRM Pipedrive, reduced their sales cycle from 6 months to 2 months, cut calls needed to close deals by 50%, and increased overall prospect volume by 40%.
The best tools offer ease of use, seamless integration with existing tech stacks, customization options, robust reporting, and scalability to grow with your business. Learn more about our platform that combines AI-powered automation with conversation intelligence.
What are the key benefits of using sales automation tools?
Sales automation tools deliver six transformative benefits that directly impact efficiency, revenue, and customer satisfaction.
1. Increased efficiency - Automation handles repetitive tasks like updating records, scheduling follow-ups, and generating reports. AI and sales automation tools for client outreach help reps save 2 hours and 7 minutes daily.
2. Improved lead nurturing - Personalized touchpoints delivered with accurate timing ensure consistent prospect engagement throughout the sales cycle.
3. Enhanced data accuracy - Automating data entry with AI sales automation tools eliminates typos and mistakes, keeping sales data clean and reliable for informed decision-making.
4. Greater team collaboration - Tools act as a central hub where sales teams can access client information, track deal progress, and assign tasks, keeping everyone aligned.
5. Better customer experience - 34% of teams use sales automation to improve customer experience by responding faster, providing personalized attention, and resolving issues quickly.
6. Accurate sales forecasting - Automation tracks leads through pipelines, analyzes trends, and makes data-driven predictions about future sales for better planning.
These benefits compound: increased efficiency leads to better customer experiences, which drives higher conversion rates and revenue growth. Sales automation tools increase overall ROI by paying for themselves and then some. See our pricing to access these benefits with AI-native automation.
What key features should I look for when evaluating sales automation tools?
When selecting sales automation tools, we recommend prioritizing five essential features that determine long-term success and adoption.
1. Ease of use and intuitive interface - A complex, cluttered interface eats up time and frustrates teams. Look for clean layouts and easy navigation so reps can focus on core tasks, not wrestling with software.
2. Integration capabilities - Sales automation works best when it plays nicely with current business tools like CRM, email marketing platforms, and other software in your sales process. Seamless integration ensures smooth data flow and prevents miscommunications.
3. Customization options to tailor workflows - Every company has unique sales processes. Choose tools offering flexibility in customizing workflows and triggers, allowing alignment with how your team actually sells rather than forcing them to change their approach.
4. Robust reporting and analytics - Tools must provide clear, actionable reports on sales metrics, pipeline progress, and team performance. Customizable reporting lets you focus on insights that matter most to your business.
5. Scalability to grow with your business - As your business expands, automation tools should handle increasing volume and complexity. Look for flexible pricing plans and the ability to add more users, features, and capacity as needed.
Research shows that one out of every three sales tasks can be automated, but effectiveness depends on choosing tools with these core capabilities. Try our sandbox to evaluate these features in an AI-native platform.
What are the different types of sales automation tools and which do I need?
Sales automation tools aren't one-size-fits-all—each type offers different capabilities suited to specific sales challenges.
1. CRM (Customer Relationship Management) - Acts as a central database for customer interactions, contact information, and deal history. Organizes scattered data and provides insights into prospect behavior for tailored strategies.
2. Email marketing automation - Creates automated email sequences (welcome series, drip campaigns, follow-ups) based on triggers or customer actions, personalizing outreach at scale while keeping leads engaged.
3. Lead generation and prospecting tools - Identifies and qualifies potential leads using contact information discovery, social media outreach, and website visitor tracking. Saves time finding suitable prospects and ensures steady lead flow.
4. Sales analytics and reporting platforms - Tracks key metrics, analyzes sales data, and generates insightful reports visualizing trends and performance patterns. Enables data-driven decisions and helps spot optimization opportunities.
5. AI-powered sales automation tools - Leverages AI for advanced automation including chatbots qualifying leads 24/7 and predictive analytics forecasting sales outcomes. Maximizes efficiency and provides deeper insights for strategic decisions.
Your specific needs depend on current bottlenecks: if lead generation is the challenge, prioritize prospecting tools; if data quality suffers, focus on AI-powered CRM automation. Book a demo to see how AI-native tools address multiple categories simultaneously.
How does Oliv compare to other top sales automation tools mentioned in the article?
We've designed Oliv as an AI-native sales assistant that addresses limitations in traditional sales automation tools through autonomous, intelligent workflow execution.
Oliv's core differentiators from competitors:
Unlike tools focused on single functions (Woodpecker for email outreach, Cognism for lead generation, or Clari for forecasting), we provide a unified platform handling conversation intelligence, CRM automation, forecasting, and engagement.
Our key features include:
Real-time call guidance with objection-handling suggestions during live conversations
Automated pre-meeting prospect research pulling relevant context before every call
Meeting notes generation and task reminders eliminating manual documentation
AI-powered personalized email follow-ups that reference specific conversation points
Seamless CRM integration for data accuracy, populating standard and custom fields directly
Strategic advantages:
While competitors like Clari rely on manual roll-up forecasting and activity-based signals (missing nuanced deal risks), our AI-native approach uses fine-tuned LLMs that truly understand conversational context and generate insights like MEDDIC, BANT, or SPICED scorecards automatically.
Unlike competitors charging $149-$250/user/month with heavy platform fees ($5,000+ base) and implementation fees ($10,000-$30,000 for 100-person teams), we offer transparent modular pricing: $0 for unlimited recordings, $19-$59/user/month for intelligence tiers, with no platform fees and deployment in days instead of months.
Companies stacking multiple point solutions (Gong + Clari + Salesloft at ~$500/user/month) save $30,000-$40,000 annually by consolidating to our unified platform. Start your free trial to experience the difference.
How much do top sales automation tools cost and what pricing models should I expect?
Sales automation tool pricing varies widely based on capabilities, user counts, and whether they're standalone solutions or comprehensive platforms.
Pricing landscape from tools mentioned:
Entry-level tools (Woodpecker, SalesBlink, Lemlist, Mailshake) - Typically $50-$100/user/month focusing on single functions like email automation
No platform fees, no implementation fees, deployment in days
For Gong users migrating, we offer special pricing at $19/user (67% off) and $39/user (61% off). A 100-person team saves $30,000-$40,000 annually versus stacked legacy tools. View our full pricing page for detailed cost comparisons.
How quickly can my team implement a sales automation tool and start seeing results?
Implementation timelines and time-to-value vary dramatically between traditional sales automation tools and AI-native platforms.
Traditional tool implementation challenges:
Legacy platforms like Gong require three-to-six-month implementation cycles with $10,000-$30,000 in onboarding fees for 100-person teams, involving extensive configuration, custom workflow setup, and training before delivering value.
Tools like Clari, Outreach.io, and 6sense require weeks of manual setup, rule configuration, and team training before automation begins functioning effectively.
Oliv's rapid deployment approach:
We've designed our platform for immediate impact:
Connect to your calendar, email, and CRM through simple integrations
Deploy immediately - Platform begins delivering value from the first integrated call
Immediate value delivery:
For reps: Automated pre-meeting research, real-time call guidance, meeting notes generation, AI-powered follow-ups, and elimination of manual CRM data entry (saving 2+ hours daily)
For managers: Real-time pipeline visibility, identification of deals requiring intervention, and clean structured CRM data for reliable forecasting
Expected results timeline:
Teams typically see measurable improvements within the first week:
Enhanced CRM data quality
Increased rep productivity (2+ hours saved daily per rep)
Better pipeline visibility
More personalized prospect engagement
Unlike traditional tools requiring months of setup and change management, our AI-native approach delivers ROI from day one with zero implementation fees. Sign up for a free trial to experience immediate value today.
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Insights are delivered to you directly, no digging.
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Meet Oliv’s AI Agents
Hi! I’m, Deal Driver
I track deals, flag risks, send weekly pipeline updates and give sales managers full visibility into deal progress
Hi! I’m, CRM Manager
I maintain CRM hygiene by updating core, custom and qualification fields, all without your team lifting a finger
Hi! I’m, Forecaster
I build accurate forecasts based on real deal movement and tell you which deals to pull in to hit your number
Hi! I’m, Coach
I believe performance fuels revenue. I spot skill gaps, score calls and build coaching plans to help every rep level up
Hi! I’m, Prospector
I dig into target accounts to surface the right contacts, tailor and time outreach so you always strike when it counts
Hi! I’m, Pipeline tracker
I call reps to get deal updates, and deliver a real-time, CRM-synced roll-up view of deal progress
Hi! I’m, Analyst
I answer complex pipeline questions, uncover deal patterns, and build reports that guide strategic decisions
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