Best Sales Force Automation Software for Small Businesses (Free & Paid)

Running a small business comes with unique challenges, including tight budgets and limited resources. That’s why choosing the right sales force automation software can significantly improve your workflow and help you compete more effectively. Here, we feature the top sales force automation software solutions designed for small businesses—offering affordable pricing, user-friendly interfaces, and scalable features that grow alongside your company.
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Last Updated: October 01, 2025

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Popular Picks in Sales Force Automation Software

Insightly

Insightly

$29 Per user

Lusha

Lusha

$29.90 Per month

Close

Close

$35 Per month

List of Top Best Sales Force Automation Software for Small Businesses

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Datanyze is a sophisticated dashboard software designed to help organizations visualize and analyze data effectively. This platform provides tools for creating custom dashboards, tracking key performance indicators, and generating reports, ensuring that businesses can derive actionable insights from their data. With its user-friendly interface, Datanyze allows users to easily connect to various da... Read more about Datanyze

Free Trial

Available

Pricing Type

$29 Per feautre

Location

United States

DiscoverOrg is a robust lead generation software designed to provide businesses with access to high-quality, actionable sales intelligence. It helps sales and marketing teams identify, research, and target potential customers with precision. DiscoverOrg’s platform offers access to an extensive database of companies, decision-makers, and contacts, ensuring that businesses can find the right leads... Read more about DiscoverOrg

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United States

ZoomInfo Community Edition is an innovative sales force automation software tailored to empower sales teams with actionable insights and streamlined workflows. It leverages extensive data resources to provide comprehensive profiles of potential leads, enhancing targeting and outreach efforts. The software automates key sales processes such as lead management, contact tracking, and pipeline forecas... Read more about ZoomInfo Community Edition

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United States

Yesware is a powerful email tracking software designed to enhance sales and marketing communications by providing insights into email engagement. This platform offers a suite of tools for tracking email opens, link clicks, and responses, enabling users to measure the effectiveness of their outreach efforts. With its intuitive interface, Yesware integrates seamlessly with popular email platforms, a... Read more about Yesware

Free Trial

Available

Pricing Type

$15 Per month

Location

United States

Top Business Management Software

Oracle NetSuite is a top-notch cloud-based ERP solution that offers various tools, such as CRM, Human Capital Management, Omnichannel Commerce, Global Business Management, and Accounting Software. The tool provides its services in different industries, like IT Services, Healthcare, Professional Services, Retail, and Wholesale Distribution. Oracle NetSuite offers a unified platform that businesses,... Read more about NetSuite

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Location

United States

Monitor, track and learn from every customer interaction, and leverage that information to improve relationships and sales performance.

Infor CRM is an innovative customer relationship management software known for its flexibility and industry-specific functionalities. It excels in providing a 360-degree view of customer interactions, which aids businesses in understanding and anticipating customer needs. The software integrates seamlessly with a variety of systems, including ERP and office applications, enhancing operational effi... Read more about Infor CRM

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United States

Email IQ is a sophisticated lead management software designed to help businesses capture, nurture, and convert leads effectively. The platform offers tools for email marketing, lead scoring, and customer segmentation, enabling organizations to automate their outreach efforts and improve engagement with potential customers. Email IQ provides features such as customizable landing pages, automated fo... Read more about Email IQ

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United States

MarketRock is a robust sales force automation (SFA) software designed to streamline sales processes and enhance team productivity. The platform offers a wide range of features that enable sales teams to manage leads, track prospects, and close deals more efficiently. MarketRock’s lead management tools allow users to capture, qualify, and prioritize leads, ensuring that no opportunity is overlook... Read more about MarketRock

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United States

All-in-one free platform to manage your team and run your sales

Bitrix24 is a versatile business management platform designed to streamline tasks and boost team collaboration. It serves as a centralized hub, integrating tools for communication, project management, and customer relationship management. With features like file sharing, automation, calendars, and task tracking, Bitrix24 simplifies daily operations for businesses of all sizes. Its user-friendly in... Read more about Bitrix24

Free Trial

15 Days

Pricing Type

$1990 Per month

Location

United States

Pega Sales Automation is a powerful sales force automation software designed to optimize the sales process for businesses. With features such as lead management, opportunity tracking, and sales forecasting, users can streamline their sales workflows and improve performance. The software provides tools for automating routine tasks, enabling sales teams to focus on building relationships and closing... Read more about Pega Sales Automation

Free Trial

Available

Pricing Type

$0 Per feautre

Location

United States

Upland AI-powered cloud software makes every corner of your business work smarter.

Upland Altify is a powerful lead management software designed to help businesses optimize their sales processes and drive revenue growth. The platform provides tools for managing leads, tracking sales opportunities, and building customer relationships through personalized engagement. Upland Altify’s intuitive interface allows sales teams to collaborate on deals, set sales strategies, and monitor... Read more about Upland Altify

Free Trial

NA

Pricing Type

$20 Per user

Location

United States

ConnectWise CPQ is an efficient quoting software designed to simplify the sales process for businesses in technology and services industries. This platform enables sales teams to create accurate and customizable quotes quickly, reducing the time spent on manual calculations and document preparation. ConnectWise CPQ integrates seamlessly with CRM and ERP systems, ensuring that pricing, product conf... Read more about ConnectWise CPQ

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United States

#1 Top Rated Help Desk Software

Groove is a user-friendly software designed to streamline customer support and make it more efficient. It's perfect for small and medium businesses looking to manage their customer service queries in an organized way. With Groove, you can easily track and respond to customer emails, social media messages, and other inquiries all in one place. This helps in providing prompt and personalized respons... Read more about Groove

Free Trial

Available

Pricing Type

$16 Per month

Location

United States

Streamline proposals, quotes & other business document workflows

PandaDoc is a comprehensive document automation software that streamlines the process of creating, managing, and signing digital documents. Designed for ease and efficiency, it offers a user-friendly interface, making document handling straightforward even for beginners. Its core features include a robust template library, which speeds up document creation, and an electronic signature function, en... Read more about PandaDoc

Free Trial

14 Days

Pricing Type

$19 Per month

Location

United States

Cirrus Insight is a powerful integration software designed to enhance productivity by connecting Salesforce with other applications. This platform enables users to access Salesforce data directly within their email and calendar tools, streamlining workflows and improving collaboration. With its user-friendly interface, Cirrus Insight allows teams to track emails, schedule meetings, and manage cont... Read more about Cirrus Insight

Free Trial

Available

Pricing Type

$14 Per user

Location

United States

CRM Software To Grow Your Business

Nimble is a straightforward CRM tool, designed for efficient contact management and relationship building. It integrates social media profiles, enriching customer data. The platform simplifies tracking interactions, ensuring follow-ups are timely. Nimble's calendar and task management features aid in scheduling and organization. Email integration streamlines communication. The tool offers sales pi... Read more about Nimble

Free Trial

14 Days

Pricing Type

$24.90 Per month

Location

United States

Agendor is a user-friendly customer relationship management (CRM) software designed to help businesses effectively manage their customer interactions and sales processes. This platform offers comprehensive tools for tracking leads, managing customer data, and automating sales workflows, which streamlines the sales cycle and boosts team productivity. With features like customizable sales pipelines,... Read more about Agendor

Free Trial

Available

Pricing Type

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Location

Brazil

Nintex DocGen for Salesforce is a powerful document generation software that allows businesses to automate the creation of documents directly within Salesforce. This solution simplifies the process of generating contracts, proposals, invoices, and other essential business documents by pulling data directly from Salesforce records. With customizable templates and advanced workflow automation, Ninte... Read more about Nintex DocGen for Salesforce

Free Trial

Available

Pricing Type

$20 Per user

Location

United States

Mintly DSM is a sales force automation (SFA) software that helps sales teams manage leads, opportunities, and customer relationships more effectively. Designed for businesses of all sizes, Mintly DSM automates key sales processes, including lead capture, follow-ups, and customer interactions. The software offers tools for tracking the entire sales pipeline, from prospecting to closing, allowing sa... Read more about Mintly DSM

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NA

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Location

United States

Global Software Development Company

FIELD FORCE CONNECT is a comprehensive Field Service Management Software designed to streamline and optimize the operations of field service teams across various industries. It offers a robust platform for managing work orders, scheduling appointments, tracking field technicians, and overseeing service delivery, ensuring efficient and organized field operations. FIELD FORCE CONNECT features intuit... Read more about FIELD FORCE CONNECT

Free Trial

Available

Pricing Type

$5 Per month

Location

India

Drive Business Performance With Planning Software

Anaplan is a dynamic business planning and performance management platform designed to empower organizations with versatile planning capabilities. It serves as a centralized hub for collaborative planning, allowing teams to create, analyze, and adjust business models in real-time. Anaplan's user-friendly interface facilitates scenario modeling, helping businesses navigate through different plannin... Read more about Anaplan

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NA

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Location

United States

Mixmax is an innovative inside sales software designed to enhance productivity and streamline communication for sales teams. This platform offers a comprehensive suite of tools that allow users to manage email outreach, schedule meetings, and track engagement with leads effectively. With its user-friendly interface, Mixmax simplifies the process of sending personalized emails and automating follow... Read more about Mixmax

Free Trial

Available

Pricing Type

$29 Per month

Location

United States

Maximize Growth with the best AI-powered CRM and GPT

Vtiger CRM is a cloud-based customer relationship management software tailored for small to medium-sized businesses. It centralizes customer information, making it easy to track interactions and manage customer relationships. The software offers sales automation, helping in managing leads, opportunities, and sales pipelines. Marketing tools within Vtiger assist in executing campaigns and tracking ... Read more about Vtiger CRM

Free Trial

15 Days

Pricing Type

$2100 Per month

Location

India

Best Marketing Automation Platform

User.com is a comprehensive software platform designed to streamline business operations and enhance customer engagement. It's an all-in-one solution that combines advanced CRM (Customer Relationship Management) capabilities, marketing automation, and live chat tools. The platform excels in personalizing customer interactions, ensuring that each touchpoint is tailored and relevant. With User.com, ... Read more about User.com

Free Trial

NA

Pricing Type

Contact Vendor

Location

France

ChannelOnline is a powerful quoting software designed to simplify the quoting process for businesses in various industries. With its intuitive interface, ChannelOnline enables users to create accurate quotes and proposals quickly, ensuring consistency in pricing and branding. The software supports product catalogs, allowing businesses to customize quotes based on specific customer requirements. Ch... Read more about ChannelOnline

Free Trial

Available

Pricing Type

$0.01 Per month

Location

United States

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