5 Sales Automation Software for SMEs

Sales automation solutions help small and medium businesses leverage the power of the modern technologies and the internet. These solutions are designed to help businesses automate different sales tasks, including stock monitoring, order processing, sales forecast, customer management and performance management. Some solutions are specialized for certain areas such as quote management, while others bundle different functionalities together to offer a more comprehensive solution.

This post covers five sales automation solutions that are designed keeping needs of small and medium businesses in mind. The solutions have been selected based on the value they offer for the price and help automate time consuming tasks, allowing businesses to focus more on delivering great products and services.

Pipedrive

Pipedrive is a sales CRM that works equally well for both large businesses and SMEs, which is also reflected in its pricing. It helps SMEs sort sales, minimize manual administration work and generate more leads using a single platform. Pricing starts at $12.50/month (billed annually) and all the subscription plans include 24/7 support via email and chat, mobile apps, Open API and integration with over 150 apps.

Key features

  • Lead management
  • Hot deals from web forms and chatbots to the sales pipeline
  • Communication management and tracking including emails, calls and contact history
  • Administration task automation and AI-based learning
  • Customizable metrics
  • Performance management
  • Reports and insights
  • Open API
  • Mobile apps
  • Integration support for over 150 apps

HubSpot Sales Tools

HubSpot offers powerful sales software for SMEs and a free CRM that allows them to manage their contacts more effectively. The solutions include Marketing Hub, Sales Hub and Service Hub. The free sales tools are also available for individual sales persons and include all the essentials they need to boost productivity and close more deals.

HubSpot CRM is at the core of other solutions and does not cost extra, but the paid HubSpot sales tools include premium features of the CRM (the free edition comes with lite versions of select features). Pricing for SMEs start from $50/month and includes the premium versions of all free tools, more than 27 additional features and:

  • All HubSpot CRM features
  • Sales automation
  • Predictive lead scoring
  • Prospect visit tracking
  • Integration with salesforce
  • Customizable reports
  • Smart send times
  • Multiple deal pipelines
  • Email templates, scheduling, tracking and notifications
  • Live chat
  • Automatic communication routing
  • Quotes and proposals
  • eSignatures
  • Slack and Stripe integration
  • User roles
  • Single Sign-On

Osmos Cloud Quote Automation

The cloud-based quote automation software is designed keeping unique requirements of small and medium businesses in mind. It allows SMEs to boost revenues by sending up to 50% more quotes, 10 times faster than using traditional methods such as spreadsheets and accounting software. More and faster quotation workflows ultimately result in increased revenues and closed deals.

OsmosCloud is not just a software for designing, sending and following up on quotes, but is also allows businesses to directly send invoices using the same software. Being a cloud-based solution means there is no installation involved and users can access information from anywhere, using almost any device. The solution supports integration with a many 3rd-party apps, including Gmail, Stripe, Slack, MailChimp and QuickBooks.

Osmos Cloud is available for free for up to 3 users and the free version includes unlimited storage, up to 100 leads, free updates, 3rd-party integrations and free chat/email/ticket support. Paid plans start from $35/month and include unlimited leads. The Business Management plan costs $150/month and includes internal orders, requisitions, purchase orders, inventory and account payables.

Key features

  • Customizable quote templates
  • eQuote automation
  • Item bundling and grouping
  • Built-in, easy-to-use CRM for lead management
  • Real-time sales reporting (30+ including sales, accounting, CRM and financial)
  • Unlimited storage, leads and quotes
  • Roles and credentials
  • Account receivables

Expensify

As the name suggests, Expensify is an expense tracking tool that makes it easier for sales people to track expenses related to GL/customizable codes. Pricing for individuals start from $4.99/month while pricing for groups starts from $5/month. Basic functionality is free and users can upgrade to unlimited SmartScans later.

Key features

  • 1-click receipt scanning
  • Next-day reimbursement
  • Auto sync with accounting
  • Auto approval workflows
  • Multi-level approval workflows
  • Automatic mileage tracking
  • Auto categorization of expenses
  • Auto-submission of reports

Calendly

The online appointment scheduling solution is available as a basic/free as well as premium/paid versions. The Basic/free version (with Calendly branding) allows one calendar per user and one event type, while pricing for paid versions start from $8/user/month and include 2 calendars per user and unlimited event types.

Integration support includes Intercom, Zapier, Zoom, GotoMeeting, Salesforce, HubSpot, MailChimp, Stripe, PayPal, Google Analytics and Facebook Pixel.

Key features

  • Integration with iCloud, Google Calendar, Office 365 and Outlook
  • Unlimited scheduled events
  • Personalized links
  • Group events
  • Automated event notifications
  • SMS notifications (only in Pro version)
  • Reporting and metrics
  • Invitee redirection
  • Custom integrations with webhooks
  • 700+ integrations through Zapier