8 Best Automated CRM Software [2024 Guide]

Use CRM tools to track and manage entire sales pipeline

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Key notes

  • To improve data management, & collaboration, enhance customer experience, and streamline sales processes, you need CRM automation software.
  • These tools help businesses to drive revenue, and gain a competitive advantage in today's dynamic market.
What is the Best Automated CRM Software

For every business, managing customer relationships effectively is crucial for success. That’s where automated CRM software comes into play.

By harnessing the power of technology, these tools streamline and automate various aspects of customer relationship management, empowering businesses to enhance efficiency, track sales, boost productivity, and drive growth.

In this guide, we will explore the best automated CRM software that can help you revolutionize your business with enhanced customer satisfaction.

What is sales tracking software?

Practically, sales tracking software is an automated program that can manage and track your sales process in real time.

Nowadays, companies utilize this technology to organize all the sales stages or specific deals at a certain moment in time.

This software is used mostly by the sales team because it requires an overview of all the prospects and sales workflow for particular deals.

In comparison with other weak methods like whiteboard sale tracking, software like this can maximize your leads to their best potential and thus close the deal.

What to consider for a good sales tracking software platform?

Using sales tracking software can certainly help you improve the whole process of sales and offer you improved business performance.

In any case, you still need to analyze your objectives and look for sales lead-tracking software or features that help you close the deals.

So there are different characteristics in your platform to look for, and they are as follows:

➡️ Pipeline dashboard

➡️ Customer journey management

➡️ Integration with the company website

➡️ Social media support

➡️ Content managing tools

That being said, in case you’re searching what are the best applications for tracking sales, keep going with this guide and find out.

What are the best automated CRM tools for your business?

Monday.com – Most efficient CRM solution

Monday.com is the most used productivity and CRM platform by all professionals in order to set effective workflows and achieve long-term goals.

This flexible software is actually a marketing solution designed for teams or managers that need to prioritize tasks and generate more sales using efficient CRM.

It’s possible to configure your dashboard easily and customize it based on your needs. You can add multiple columns or manage different deals using workflow tools.

On top of that, you can use automation to streamline your tasks and take action. All you need to do is set up recurrent tasks automatically and assign different actions for your team members.

This will certainly boost your CRM results and bring valuable income to expand your business. Hence, this complete software can improve your decision-making on essential deals.

More than CRM productive results, you have practical features like insights dashboards, task automation, a Kanban system to prioritize work, integrations with email, and other collaboration tools.

In addition, getting this platform will bring an overview of all deals and the sales data organized in structured dashboards.

Along the key features of Monday.com we can find:

  • Customizable dashboards
  • Instant overview of all business deals
  • Emails sync with Gmail or Outlook
  • Email leads tracking
  • Sales forecast
  • Import data from Excel reports
  • Activity tracking tools for every team


Level up your CRM system and final results by choosing this software with an amazing design.
Free Download Visit Website

Freshsales CRM – Flexible CRM solution

Freshsales CRM - Crm software

Freshsales CRM is a great lightweight CRM software option that allows small businesses to manage all aspects of their company’s customer service.

The solution was designed to be very easy to use. This allows you to use this software without a steep learning curve.

Even though this CRM software is lightweight, it still has a wide range of features that can help you run your business more efficiently.

This software automates a lot of manual tasks, like logging phone calls, tracking emails, and doing customer research.

Compared to the other software options presented in this article, Freshsales doesn’t have the same third-party integration power as Zoho CRM but is still a very useful tool.

Freshsales CRM was released in 5 versions: Sprout, Blossom, Garden, Estate, and Forest so that you can choose the right one for your business.

All the plans offered with Freshsales CRM include 24/7 email support and also 24-hour phone support during weekdays.

The features found in FreshSales CRM cover a wide range of topics such as Leads, Sales, Email, and Reports.

Some key features of Freshsales CRM include:

  • Detailed analytics and reporting features to gain insights into sales performance
  • Record calls, log call notes, and automatically update contact and deal information
  • Offers mobile apps for iOS and Android devices
  • Provides insights on email opens, link clicks, and attachment views
  • Capture leads from various sources, track their interactions, and segment them


Increase your business results using this structured sales platform that will streamline your sales process.
Check price Visit Website

PipeDrive – Most suited for sales management

PipeDrive is a complete CRM solution that offers practical tools specially created to help you close deals in no time.

The software is very simple to use due to its user-friendly platform that includes customizable pipeline stages or drag-and-drop actions.

By choosing this effective tool, you can increase your sales by 28%, according to the developers and over 100,000 companies that use it.

You can also benefit from task automation or AI assistant support to enhance your deals. Thus, repetitive tasks will disappear, and you concentrate on data collection or webhooks processes.

Besides the CRM benefit, you have a complete sales funnel that includes email contact management, customizable reports for successful deals, and many more.

It’s notable that you can integrate PipeDrive with other sales tools and include phone contacts or leads in one single view.

With all said, it only remains to try out all the helpful marketing tools with CRM benefits and automation tools.

Key features of PipeDrive:

  • Integrations with chatbots, accounting tools, and email marketing
  • Lead generation tools
  • Phone deals solution
  • Scheduler tool
  • Smart docs functionality


Raise your sales by double-digits using this complete marketing automation and CRM platform.
Check price Visit Website

Keap– Best CRM for small businesses

Keap is the go-to platform for marketing automation tools, email marketing, or CRM that brings you results without chaotic work.

Firstly, you have a single-view interface with everything you need, including contact records with customers’ details.

It’s also possible to set up automated tasks easily in only 3 minutes and create email marketing strategies.

More than that, you have smart tools for contact management and successful ways to generate leads, such as landing pages or custom lead forms.

Besides the CRM-specific tools, you can use practical features like the sales pipeline or CRM analytics& reporting.

Using this functionality, you benefit from conversions by sales stages, form completion or click-through rates, plus campaign performance tools.

In addition, personalized follow-ups can generate more leads with triggered actions based on customer activity.

Key features of Keap:

  • E-commerce and payment tools
  • Email and text marketing
  • B2B capability
  • Appointments
  • A/B Testing
  • Lead generation


Have all the CRM tools in one place and get more leads than ever with the Keap solution.
Check price Visit Website

Zoho CRM – Fast and easy to use

Zoho CRM - automated CRM

Zoho CRM is another great software that allows you to manage your company’s customer relations, your employees, and customer data that you acquired in time. This software was designed to be used by small teams.

Zoho CRM offers a wide range of step-by-step tutorials that take you through the setup process with little to no experience needed.

The user interface of Zoho CRM is very intuitive, and the fact that this software is offered as a SaaS (software-as-a-service) solution makes it a lightweight option that packs a wide range of powerful features and customization options.

Because Zoho CRM is part of the Zoho Saas family, this software is fully compatible with all Zoho apps.

This means that you can extend the powers of the basic Zoho CRM with ease, you can use cloud storage to keep your data safe, and it also offers you the possibility to manage every aspect of your business from one screen.

Zoho products can be purchased as a single product or as a bundle that offers a wider range of features on the Zoho Marketplace.

All of the products that can be found on the Marketplace can integrate or extend the capabilities of your basic Zoho CRM software.

Downloading and using features from the Zoho Store allows you to customize your experience to your specific needs without the use of third-party software.

Some of the most notable products found on Zoho Marketplace include Workplace (replacement for Office Suite), Finance Plus (expense tracking, inventory software, subscription management, accounting, etc), IT management suite (for SMB help-desks), HR products, and more.

You can also customize your Zoho CRM software at different levels, depending on the type of license you acquire. For the free version of Zoho, you have limited customization possibilities.

With the Enterprise license, you get the power to customize advanced features of this software — change page layouts, and views, add buttons and conditional fields, etc.

With the Ultimate license, you can get access to sandbox features that allow you to do dev testing and a greater customer supports experience.

Zoho CRM license options also have different features depending on how you want to use the software.

Key features of Zoho CRM include:

  • Can produce reports and dashboards
  • Document Library
  • The administrator can define roles and profiles
  • Scoring rules
  • Sales forecasting tools
  • Call center connectors
  • Ability to send mass emails – for email campaigns
  • Capacity for 100.000 records

Get Zoho CRM

Salesforce CRM – Built-in AI features

Salesforce ServiceCloud - CRM software

Salesforce is another incredibly powerful CRM software that can be easily customized to fit your company’s needs.

Salesforce offers a third-party app marketplace that makes it easier than ever to add or remove features.

This software has a steep learning curve compared to Freshsales CRM, but it also offers a wider range of features.

The new version of Salesforce CRM has a beautiful new user interface (UI), supports sales pipelines, instant alerts, recommendation pop-ups, and drag-and-drop capabilities, and with the addition of SalesforceIQ, you can easily analyze sales data.

You can also add Salesforce Eistein Analytics which gives this program AI (artificial intelligence), which can be used to automate most of the processes of the software.

The best features of Salesforce CRM include the following:

  • Lightning service console with a 360-degree view of each customer
  • Combines processes for easy access to full customer details, context, history, etc.
  • Customize and automate processes with drag-and-drop features
  • Automatically matches cases with agents/clients
  • Service analytics and telephony integration
  • Automate repetitive or multistep tasks to streamline customer services
  • Track orders, support history, customer assets, etc.

Get Salesforce CRM

Apptivo – Great for customer service

Apptivo - CRM software

Apptivo is a great app that allows you to manage the customer service department. This software is perfect for small to midsize businesses.

It is incredibly easy to customize your software depending on your company’s processes and branding needs by using the wide range of tools offered in Apptivo’s online store.

The CRM module enables businesses to manage customer relationships effectively as it provides a centralized database for storing customer information, tracking interactions, and managing leads.

With features like contact management, deal tracking, and activity management, businesses can nurture leads, close deals, and deliver personalized customer experiences.

Apptivo has invoicing features that support multiple currencies, tax calculations, and payment integrations.

It provides financial management tools, including expense tracking, financial reports, and budgeting, to help businesses maintain financial visibility and control.

Key features of Apptivo include:

  • 24-hour support
  • OneDrive and RingCentral integrations
  • Granular security controls
  • Campaign management tools
  • App optimization

Get Apptivo

CRM.io – Robust customer management platform

CRM.io - automated crm software

CRM.io is a platform designed to enhance and streamline your business’s interactions with customers.

It is an integrated solution that helps you effectively manage customer relationships, sales processes, and customer data all in one centralized system.

CRM.io offers robust tools to manage your sales pipeline effectively. You can track leads, assign tasks, set reminders, and monitor progress at each stage of the sales cycle.

This platform enables businesses to optimize their sales and marketing efforts, increase customer satisfaction, and drive overall business growth.

You can track customer inquiries, manage tickets, and prioritize support tasks to ensure timely and effective resolution of customer issues, leading to increased customer satisfaction and loyalty.

Key features of CRM.io include:

  • Store, track, manage, maintain, and update your contact information
  • Capture leads and categorize them using tags to track their history
  • Organize, prioritize, decide, & track deals
  • Drag-and-drop flow builder to increase sales through automation
  • Intuitive dashboard to track and monitor all sales reports

Get CRM.io

Advantages of sales tracking software for small business

Most companies of different sizes can use sales tracking tools to manage and structure the entire sales process.

You can have multiple benefits using sales conversion tracking software. Hence, these are the advantages of this essential software for small businesses:

🠮 Enhance the customer satisfaction

🠮 Supports the entire marketing plan

🠮 Repetitive tasks automation

🠮 More leads conversion

🠮 Increase the loyalty of customers

In this article, we explored some of the best customer service management software options that you need to try.

At this point, we would also recommend CRM.io from 500apps. It is a CRM tool included in a 39 software package that will help you streamline sales processes and business workflows.

The solution offers contact management, deal management, and sales automation but also features electronic signatures and a visual workflow drag-and-drop designer

It generates leads at scale with the built-in Out Reachly (SDR Software), Voxdesk (Call Center Dialer), and Finder.io (450M Leads) so you should definitely check it out.

This list covers the needs of both small and medium-sized businesses and contains a wide range of features that will surely streamline the workflow of your company.

You can use these software options to automate most of the processes you need in order to offer an exemplary level of customer service, manage data about customers, start and manage campaigns, etc.

While we are on the subject, you can also take a look at our list, including the best CRM email marketing software.

We would love to know what software you chose from this list. Let us know what software felt useful and why in the comments section below.

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