Sales Automation Software with 50+ Features

Automate tasks, increase productivity, boost sales, grow revenue.

Marketing Automation Software
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What Is Sales Automation?

Sales automation refers to a software tool that automates routine manual sales tasks, thereby enhancing efficiency

Any sales professional will tell you that there are a number of repetitive tasks in the overall sales process. These tasks are unavoidable to keep the sales cycle running smoothly. These tasks differ according to hierarchy within the sales team.

Not only are these tasks time-consuming and repetitive in nature, they can also be potentially boring. Moreover, they tend to drain the time, efficiency, and energy of all the team members. While these tasks are important and crucial to the sales process, not all of them require human interaction.

With a powerful sales automation software tool, all of these time-consuming tasks may be triggered by a certain event and made to run daily, weekly, or even monthly, so cumulatively, it saves you time, energy, and increases your efficiency, also allowing you to focus on other core tasks such as personalized customer interaction, qualifying and nurturing leads, and generally improving the sales process. Moreover, this has a direct effect on the revenue generated by the sales team. Finally, and very importantly, the scope of human error is fully eliminated by sales automation engines.

The benefits of sales automation software for small businesses


Improved lead management and nurturing




Enhanced targeting and personalisation


Seamless campaign execution and tracking


Increase efficiency and productivity

How sales automation accelerates growth

It is evident that repetitive tasks that are manually performed every day eat into the sales team's productivity and time, thereby diverting their energies from actual core sales activities. This, in turn, leads to reduced sales and conversion rates. With sales automation software, businesses can eliminate this wastage of resources and help your sales team to get back on track and plan strategies and implement them, instead of performing repetitive tasks.

Here are some ways sales automation can accelerate business growth and improve your team's productivity.

Customer Identification

Identifying potential leads and customers is a time-consuming process for sales teams. This lengthy process of customer identification inadvertently eats into the time that the team could have spent interacting with actual customers. A powerful and effective sales automation tool automatically identifies customers and leads quickly with the help of different metrics. This saves them time by enabling them to make customer contact faster and helps them engage with them to facilitate purchasing decisions. Businesses that often end up wasting precious time and resources on customer identification may, with the help of sales automation, simply automate the process for expedited results.

nurture leads in engagebay crm

Customer information access

Without a clear understanding of the customers' needs, the development of sales strategy is futile. Creating informed sales campaigns based on customer demographics and other relevant information goes a long way towards meeting sales goals. Rich insights about target audiences provided by reliable sales automation software can help design targeted campaigns and, in turn, help drive up conversion rates and enhance growth.

nurture leads in engagebay crm

Content creation and editing

Some of the important tasks for a sales team include writing reports and documenting sales activities. Nevertheless, these activities are extremely time-consuming, thereby leaving little time to focus on performing other core activities. An effective sales automation software tool automatically creates relevant reports and saves you precious time to focus on other activities that cannot be automated. So effectively, with sales automation software, you will have more time for your sales team to engage your customer and give them personalized and undivided attention and also enhance inter-departmental communication and collaboration.

nurture leads in engagebay crm

Customer and lead follow-ups

Keeping leads warm is all about right timing. So whether you are writing an email or calling a customer over the phone, it needs to be done at the right times. Automating the follow-up process ensures that your leads are automatically tracked, followed, and kept warm. With a good sales automation tool, you can easily automate customer communication and be in touch with your customers at all times. However, not all communication should be automated, the personalized human touch is also necessary.

nurture leads in engagebay crm

Communication channels analysis

Analysis of customer communication such as emails and calls for the purpose of understanding customer needs and delivering personalized service is crucial for any sales team. Effective CRM tools offer valuable features that give you insights to help you track how open rates, click rates, time of interaction, and more. In contrast to time consuming and tiresome manual analysis, sales automation software accurately tells you how you can improve your email communication to enhance revenue growth. Moreover, it also provides actionable insights from social media communication and that is extremely helpful to design an effective sales strategy as well. A good CRM solution allows you to automate all of these, generate relevant reports and put it all in context.

nurture leads in engagebay crm

Gaining actionable insights

One of the core benefits of sales automation software is that it offers rich, actionable insights you can easily access. Furthermore, with breakthrough technology such as predictive analysis, big data and artificial intelligence, the accuracy of these insights scale up to a whole new level. These technologies amplify analysis for sales automation tools and help sales teams predict exactly what they need to do in order to boost sales and enhance overall business growth.

nurture leads in engagebay crm

Being one up on your competitors

Enabling your sales department to be efficient is key to achieving business growth. Gaining competitive edge over other businesses in the same niche will be vital to your survival and success as a business. In comes automation. Automating your sales activities will help your sales team to focus on other core focus areas such as customer interaction, etc. Insights gained from automation analysis can also help you understand your competitors' strategy better, and help you design your own strategy accordingly. In other words, sales automation enables a competitive edge which, in turn, helps to accelerate business growth as well.

nurture leads in engagebay crm

Better forecasting and projection

Activities such as reports generation and forecasting take up a lot of time if done manually. Automation of sales forecasting is definitely recommended since it is completely based on numbers and metrics, and so naturally, accuracy is better with automation. Automated sales forecasts are quick, accurate, and organized. Moreover, these forecasts may also be shared across departments, and disparate data can be integrated for more actionable insights. A perfect example of this is a generation of sales forecasts based on marketing and sales data combined.

nurture leads in engagebay crm

Key Features of Sales Automation Software

Automated distribution of leads

Assign leads automatically, based on geographical attributes, product type, source, or a mix of similar criteria, by setting up rules. Moreover, automatic re-assigning of leads to different sales team members is also possible, if no action has been taken for the lead within a set time frame.

Automated tasks & alerts setup

Alert salespeople and create tasks for them by setting up automated rules based on important events e.g. Alert a sales representative and initiate a follow-up task if a lead spends longer than 2 minutes on the company's pricing page.

Automated notification for team managers

Send out a notification to the sales managers automatically in the event of an important sales activity or inaction on a salesperson’s part e.g. Notifying the manager when a positive sales interaction has taken place but there have been no follow-up on the lead since the last 14 days.

Automated reassignment of missed calls

Missing a couple of sales calls is not unusual at times, considering that your salespeople are busy. EngageBay's sales automation software captures all missed calls as leads, and automatically re-assigns them to another sales representative in a looping pattern, or based on rules you define.

Automated prioritization of leads

Assigning higher quality scores to leads with specific attributes is possible by setting up relevant rules. This combination of quality score and lead activity scoring is helpful for dynamically creating lists of leads that should be followed up with, on priority, enhancing your overall team efficiency.

Automated sales reports

Get your sales reports delivered to your inbox at your preferred frequency. You can opt to receive multiple reports such as task completion reports, revenue targets, sales performance, reports about funnel status, etc.

Sales Automation Software Blog Posts

Sales Automation SOFTWARE

The Sales Automation Process – All You Need to Know in 2021

If you’ve yet to really master sales automation to streamline the sales cycle, a new year is as good a time as any to acquaint yourself with useful sales automation software. Whether you’re learning about sales automation for the first time and need definitions and best practices or you’re trying to improve your sales automation, you’ve come to the right place.

Sales Force Automation (SFA)

Sales Force Automation (SFA) – Everything You Need to Know

Every day, millions of marketers rely on tools and software for marketing automation, such as CRM customer relationship management software. As sales managers, you must remember that your company’s sales team, which often goes hand in hand with your marketers, may seek to automate some of their tasks as well.

inbound marketing basics


According to Forbes, 90% of CEOs believe their customers have the greatest impact on their business. And yet, so many companies still don’t have a well-defined customer management strategy.

Personalized Marketing And Automation



Are you wondering whether it is time for you to take a giant leap and invest in a CRM? However, you are not sure about the CRM process and all the complexities? Read this article to know everything there is to know about CRM processes.

Marketing Automation Mistakes


In using customer relationship management or CRM software, you feel like you have a fairly good grasp on the satisfaction and buying behaviors of your customers. You may even decide to augment your CRM software with social CRM, also known as SCRM. Like SCRM, there’s a way to make your current CRM software even better and more rewarding for your company. That is through implementing the tool(s) that you get with a customer lifecycle management or CLM system.

Marketing Automation Mistakes


The customer is KING and your relationship with them is important to drive your business growth, prosperity and success. As you grow, your customers grow as well. Hence, a well -designed CRM (Customer Relationship Management) system is very important for any entrepreneur to manage things well. Data states that 91% of businesses with more than 11 employees use CRM software. A successful CRM implementation has various aspects to it which we will discuss in detail here.

Marketing Automation Mistakes


Most organizations today rely on a sophisticated Customer Relationship Management (CRM) solution to structure their orders and revenue.

Marketing Automation Mistakes


Don’t you wish more of your customers would stay with you for long? Are you looking for customer retention strategies to increase your retention rate?

Sales Automation Software Frequently Asked Questions (FAQ's):

  • What’s the fundamental difference between customer management software and sales automation software?

    While one may find an overlap in many of the features and functions of sales automation software and customer management software (CRM), the main element of difference between them is where they fit in, into the sales process. Basically, CRM software manages all the information and the historical data of contacts inclusive of customer interaction since the beginning, while sales automation software automates and optimizes the overall sales process, making the work of the sales team easier.

  • What parts of the sales process may be automated?

    All those tasks in the sales process that are repetitive may be automated through sales automation software. This includes, but not restricted to important activities such as sending emails to customers and scheduling meetings. Some other processes include:

    • Sales alerts
    • Report generation
    • Lead distribution and prioritization
  • What are the most important features in sales automation?

    The importance of the different features of sales automation software is entirely dependent on a business's needs. Nevertheless, some of the most widely-used features include:

    • Chatbots to initiate conversations and engage with contacts.
    • Contact management to store customer information and track the status of leads in the sales process.
    • Contact reminders to help salespeople to stay in touch with existing customers and interested leads at convenient times.
    • Sales forecasting features to set goals and monitor progress.
    • Workflow management for insights into overall team performance.
  • Do small businesses need to invest in sales automation software?

    It must be understood that small businesses are continuously exposed to severe competition. By investing in sales automation software, these businesses can stay ahead of the game at all times by enhancing the productivity of their team members. While minor tasks such as following-up with customers and responding to leads are crucial, they can also be highly time-consuming. The automating of the sales process systems takes the drain away from your employees’ time so they may direct their focus on activities that result in higher conversion rates.

Engagebay works pretty well with my business. I was using ActiveCampaign but the costs were adding up quite quickly. I tried other platforms but the automation sequence offered by ActiveCampaign is not easy to find, until, I got Engagebay. The platforms offer an awesome automation platform for emails, plus landing pages and forms. It works quite well and can be a perfect substitute.
testimonial by Leonardo

Leonardo W.

Founder, Wolff Consultoria
The software is easy to set up and implement. I feel EngageBay is quickly becoming a marketing automation competitor to the premium SAAS offerings. EngageBay's customer support has been very responsive and helped me resolve an implementation issue almost immediately.
testimonial by Shawn

Shawn L.

Marketing Manager, List Biological Laboratories, Inc
All its tools and functions are good, but what I like most are the automation and programming in social networks along with landing pages, pop-ups, and forms that together help me increase traffic and in the short term generate sales.
testimonial by Dioshai

Dioshai G.

Web Developer, Huawei Technologies
Most basic and advanced tools you need in your online business is inside Engagebay, from lead generation, email marketing, page builder, CRM (alternative for Hubspot and Infusionsoft) and my most favorite is the marketing automation.
testimonial by Jan

Jan Patrick T.

Executive Managing Broker, Greatway Financial Inc.
This product is just like HubSpot. I cannot believe the price, so far I've used it for 2 weeks and those guys have added 2 features more.
testimonial by Ivana

Ivana B.

Founder, New Marketing.Agency
I like how they give you access to all these marketing and CRM/sales features in one dashboard. It could easily replace a number of other tools you are using right now. Pricing is fair for what you get too and I also really like the file repository feature that bigger marketing teams will really appreciate. I would be happy to recommend this tool to my clients.
testimonial by Paul

Paul T.

eMarketing Strategist, Paul Therond Consulting
I love the landing page builder and ability to import a URL and basically create any type of landing page. This makes creating funnels super easy. You can then customize it to suit your needs. I also liked the fact that the landing pages and automation were all in the same tool. This saves time and makes it so much easier to do email marketing.
testimonial by Vandana

Vandana Taxali

Intellectual Property, Digital Media & Entertainment Lawyer
Here are so many things you can do with EngageBay. If you are into scored lead-management, it has many features for that. It has VERY impressive landing page builders and email templates. That alone makes it a very quality service.
testimonial by Kyle

Kyle L.

Web Developer, design & develop
I highly recommend the tool. It's an awesome tool for a startup like us.
testimonial by Garma

Garma Gay D.

Technical Helpdesk Support Analyst, Atos
A full-featured marketing platform. With this, you have all you need to get started and succeed. Having all in one platform make any marketer job much easier.
testimonial by Santiago

Santiago B.

Southern Europe Director, Triptease
Enabled me to easily capture details of interested parties for my products. Ease of use Feature set. Excellent customer service.
testimonial by raymond

Raymond B.

IT Project Manager, BespokeIT/Corp Networking Limited
It covers everything a small business sales/marketing team needs.
testimonial by Gergely

Gergely Csaba N.

Online Marketing, Chamaileon
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