Definition, Tips & Best Practices – Forbes Advisor

Numerous CRM software automation tools are available in the market, each offering a range of features and capabilities to streamline and optimize repetitive processes.

Salesforce

Salesforce is a leading CRM platform offering robust automation capabilities for sales, marketing and customer support. It includes lead scoring, automated email campaigns, workflow automation and task reminders.

The Salesforce App Exchange has 4,400-plus prebuilt apps. It also integrates with popular tools, including Google Cloud’s G Suite, Slack, QuickBooks, LinkedIn and Mailchimp.

HubSpot CRM

HubSpot allows users to automate their Marketing, Sales, Service and Operations Hub processes. Organizations can automate forms, marketing emails, sequences, workflows and deal pipeline stages. Over the HubSpot App Marketplace, you’ll find more than 1,000 sales, marketing, productivity and finance integrations. Popular integration tools include Google, Zapier, LinkedIn, Canva, Shopify and Stripe.

Zoho CRM

Zoho CRM offers automation features for sales, marketing and customer support. It includes workflow automation, email automation, task assignment and automated lead management.

Zoho CRM also integrates with popular solutions for marketing, customer support, social media and lead management. Some examples include Google Workspace, Microsoft 365, Google Ads and Dropbox.

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$14 per user per month (billed annually)