50+ Best Sales Force Automation Software in 2025 (Category-Based)

Over the past decade, Sales Force Automation tools have grown to be an essential for businesses—and for good reason. Earlier, sales teams struggled with outdated systems, but now automation helps streamline tasks more efficiently. However, automating tasks is only part of the equation.

In 2025, businesses need intelligent, intuitive, and Goal-Driven Sales Force Automation software powered by AI that transforms data into revenue-boosting strategies that align with business goals.

In fact, sales teams estimate that using AI and automation tools save around 2 hours and 15 minutes daily by automating tasks like data entry, note-taking, scheduling and more.

In this article we have compiled an exhaustive category-wise list of 50+ best salesforce automation tools to help you attain all your sales goals in 2025.

So, without further ado, let’s walk through each of them, one by one!

#1 Best Sales Force Visit Planning Software

Visit planning software is an indispensable tool for field sales teams. It enables sales reps organize schedules, plan efficient routes that help reduce travel time and also allocate resources as per requirement. This helps sales reps prioritize high-value customers and boost productivity.

Here’s are some of the best visit planning software options, to consider: 

1. BeatRoute

BeatRoute makes sales efficiency smoother with its Software de optimización de rutas and AI-powered visit planning tools. BeatRoute is the best sales force automation software for industries like FMCG, Consumer Goods, Building Materials, Auto Ancillary, and Pharma. BeatRoute helps execute both territory planning and visit scheduling seamlessly.

With its Route Optimization Software, brands can map out the best routes, covering more ground while keeping costs down. The AI-powered “Help Me Plan” feature takes the guesswork out of visit planning, helping sales reps zero in on high-potential accounts and stay focused on key business goals each day.

For managers, BeatRoute offers clear insights into territory coverage, making it easier to allocate resources where they’re needed the most. With the platform’s geolocation-tagged activity tracking, you can rest assured that every visit is purposeful, driving accountability and helping make smarter, data-backed decisions.
Founded in: 2016
Website: beatroute.io
Free Demo: Yes (Free Trial for Qualified Startups)
Suitable For: Enterprise
Deployment Time: 2-3 weeks
Available On: Android, iOS and Desktop

2. Salesforce Field Service

Next up, we have Salesforce Field Service. It’s an enterprise-grade solution that works seamlessly with Salesforce CRM. The platform offers great scheduling features, route optimization, and real-time updates, making it a solid choice for larger teams. With Salesforce Field Service, field reps can focus more on engaging with customers while minimizing any logistical hassles.
Founded in: 2016
Website: https://www.salesforce.com/in/service/field-service-management/
Free Demo: Yes
Suitable For: Enterprise
Deployment Time: Timeline not defined
Available On: Android, iOS and Desktop

3. Map My Customers

Map My Customers is yet another user-friendly tool designed to help sales reps visualize and optimize their routes.

Its intuitive mapping interface allows teams to organize their schedules and identify nearby opportunities, making it a valuable resource for on-the-go sales professionals.
Founded in: 2015
Website: https://mapmycustomers.com/
Free Demo: Yes
Suitable For: Enterprise
Deployment Time: Not available
Available On: Android, iOS and Desktop

4. Geopointe

Geopointe is a sales force automation (SFA) tool that leverages location data to optimize visit planning and territory management. It integrates with Salesforce, enabling sales teams to prioritize accounts, schedule visits, and improve territory coverage through data-driven insights.

Founded in: 2006
Website: https://www.geopointe.com/
Free Demo: Yes
Suitable For: All (Startups, SMEs and Enterprise)
Deployment Time: Not available
Available On: Android, iOS and Desktop

5. Pipedrive Route Planner

Pipedrive’s Route Planner is an extension of its popular CRM platform. It allows sales reps to track their visits, prioritize stops, and ensure efficient travel. This tool is particularly useful for small to medium-sized sales teams looking for simplicity and integration.

Every Pipedrive account is integrated with Google Maps, making route planning and stakeholder meetings effortless. Sales reps can easily access customer locations, helping them stay organized and optimize their time on the road.
Founded in: 2010
Website: https://www.pipedrive.com/
Free Demo: Yes
Suitable For: All (Startups, SMEs and Enterprise)
Deployment Time: Not available
Available On: Android, iOS and Desktop

#2 Best Sales Force Tracking Software

While visit planning software helps your team stay organized and on schedule, sales force tracking software ensures every action is accounted for. These tools go beyond just planning—they track geolocation-tagged activities, manage tasks, and provide real-time performance insights to keep your team running smoothly.
Let’s take a closer look at some of the top tracking software that can elevate your field sales operations even further:

1. BeatRoute

BeatRoute stands out in the top by transforming visit tracking and activity data into actionable insights that enhance sales team performance. While many tools focus solely on tracking for the sake of visibility, BeatRoute goes a step further, using this data to deliver intelligent recommendations that help teams work smarter.

Its geolocation-tagged activity tracking provides a comprehensive view of field operations, ensuring that every customer visit or task completion is accounted for with precision. More than just a tracking tool, BeatRoute’s intuitive dashboards and analytics empower managers to identify patterns, address inefficiencies, and optimize territory coverage.
Founded in: 2016
Website: beatroute.io
Free Demo: Yes (Free Trial for Qualified Startups)
Suitable For: Enterprise
Deployment Time: 2-3 weeks
Available On: Android, iOS and Desktop

2. HubSpot Sales Hub

HubSpot Sales Hub is packed with powerful sales tracking tools, seamlessly integrated with its CRM to help managers keep tabs on calls, emails, meetings, and overall team performance. It provides insightful reports that help businesses understand sales trends and improve decision-making. The platform also offers automation features, making it easier to streamline your workflow and increase efficiency. However, it doesn’t include geolocation tracking, which means you won’t have access to real-time location data for field reps during their activities.

Founded in: 2006
Website: https://www.hubspot.com/
Free Demo: Yes
Suitable For: SMEs
Deployment Time: 8-12 weeks
Available On: Android, iOS and Desktop

3. Zoho CRM

Zoho CRM is a versatile platform that supports field sales teams with geolocation tracking. It enables managers to monitor check-ins and activities through updates, ensuring visibility into team performance. The mobile app further streamlines task updates and reporting, making it a reliable solution for teams working in dynamic environments.
Founded in: 1996
Website: https://www.zoho.com/crm/solutions/
Free Demo: No
Suitable For: All (Startups, SMEs and Enterprise)
Deployment Time: 2 to 4 weeks
Available On: Android, iOS and Desktop

4. Salesforce Sales Cloud

Salesforce Sales Cloud is a popular CRM that helps track sales activities and log customer interactions. It works seamlessly with other Salesforce tools, making it a go-to solution for businesses needing a complete sales management system.
Founded in: 1999
Website: https://www.salesforce.com/in/sales/cloud/
Free Demo: Yes
Suitable For: Enterprise
Deployment Time: 2 to 8 weeks
Available On: Android, iOS and Desktop

5. Leadsquared

Leadsquared helps field sales teams with GPS-tagged check-ins, allowing managers to track visits and generate detailed reports. Its lead management integration makes it a popular choice for businesses with large-scale sales operations.
Founded in: 2011
Website: https://www.leadsquared.com/
Free Demo: Yes
Suitable For: Startups and SMEs
Deployment Time: Not available
Available On: Android, iOS and Desktop

#3 Best Sales Force Manager App

Sales force manager apps empower managers to oversee their sales teams effectively. These tools provide features such as team performance monitoring, task assignment, and progress tracking, helping managers stay informed and make data-driven decisions. We have listed some of the best options below:

1. BeatRoute

BeatRoute transforms sales managers from supervisors into proactive problem solvers, equipping them with tools to not only monitor their teams but also drive impactful outcomes. With its Conversational AI, the platform identifies problems within a manager’s territory—such as underperforming accounts or missed opportunities—and nudges managers with actionable recommendations to address these challenges swiftly.

En Help Me Plan feature designed for Managers goes beyond traditional oversight, enabling managers to prioritize critical business objectives, such as addressing degrowing accounts or unlocking potential in high-value customers. BeatRoute’s Custom Report Builder allows brands to create tailored reports, providing managers with the precise data they need to make informed decisions.

Moreover, the platform empowers managers to take ownership of their territories, leveraging data-driven insights to optimize field performance and align activities with overarching business goals.
Founded in: 2016
Website: http://beatroute.io/
Free Demo: Yes (Free Trial for Qualified Startups)
Suitable For: Enterprise
Deployment Time: 2-3 weeks
Available On: Android, iOS and Desktop

2. Microsoft Dynamics 365 Sales

Microsoft Dynamics 365 Sales offers a robust manager app as part of its CRM suite. The platform allows managers to track sales team activities, manage pipelines, and generate reports.

Its integration with other Microsoft tools, like Teams and Outlook, ensures seamless collaboration and task management.
Founded in: 2016
Website: https://www.microsoft.com/en-us/dynamics-365/products/sales
Free Demo: No (only free trial)
Suitable For: Enterprise
Deployment Time: Not available
Available On: Android, iOS and Desktop

3. monday.com Sales CRM

monday.com provides a highly visual and customizable platform for managing sales teams. Managers can assign tasks, track progress, and monitor sales pipelines using its drag-and-drop interface. It’s especially popular for its flexibility, allowing teams to tailor workflows to their specific needs.
Founded in: 2012
Website: https://monday.com/crm
Free Demo: No
Suitable For: All (Startups, SMEs and Enterprise)
Deployment Time: Within Minutes
Available On: Android, iOS and Desktop

4. Zoho SalesIQ

Zoho SalesIQ combines CRM functionalities with manager-friendly tools for monitoring sales activities. Managers can oversee customer interactions, assign leads, and track team performance in real-time. Its integrations with other Zoho apps enhance productivity and streamline operations.

Founded in: 2014
Website: https://www.zoho.com/salesiq/
Free Demo: No
Suitable For: All (Startups, SMEs and Enterprise)
Deployment Time: Not available
Available On: Android, iOS and Desktop

5. Pipedrive

Pipedrive is a user-friendly CRM that includes tools for sales force management. Managers can track deals, review team activities, and analyze performance metrics through its easy-to-navigate interface. Its mobile app ensures that managers can stay connected with their teams anytime, anywhere.
Founded in: 2010
Website: https://www.pipedrive.com/
Free Demo: Yes
Suitable For: All (Startups, SMEs and Enterprise)
Deployment Time: Not available
Available On: Android, iOS and Desktop

6. Freshworks CRM

Freshworks CRM offers a manager app with features like task tracking, sales activity monitoring, and performance reporting. Its AI-powered assistant, Freddy, provides insights and suggestions to optimize team performance. Freshworks CRM is suitable for businesses looking for a straightforward yet powerful solution.
Founded in: 2010
Website: https://www.freshworks.com/crm-platform/
Free Demo: Yes
Suitable For: All (Startups, SMEs and Enterprise)
Deployment Time: 3 months
Available On: Android, iOS and Desktop

7. Close

Close is designed for inside sales teams but offers valuable tools for field sales managers as well. It includes activity tracking, pipeline monitoring, and reporting features, helping managers stay on top of their teams’ progress and productivity.

Founded in: 2013
Website: https://www.close.com/
Free Demo: Yes
Suitable For: All (Startups, SMEs and Enterprise)
Deployment Time: Not available
Available On: Android, iOS and Desktop

8. Zendesk Sell

Zendesk Sell provides a clean and intuitive interface for managing sales teams. Managers can track activities, assign tasks, and analyze pipeline performance. Its mobile app ensures that sales leaders can manage operations on the go.

Founded in: 2007
Website: https://www.zendesk.com/in/sell/
Free Demo: Yes
Suitable For: All (Startups, SMEs and Enterprise)
Deployment Time: About 8 weeks
Available On: Android, iOS and Desktop

9. Capsule CRM

Capsule CRM offers a lightweight solution for managing small to mid-sized sales teams. Managers can track tasks, monitor progress, and gain insights into team performance without the complexity of larger CRMs.
Founded in: 2006
Website: https://pipelinecrm.com/
Free Demo: Yes
Suitable For: All (Startups, SMEs and Enterprise)
Deployment Time: Not available
Available On: Android, iOS and Desktop

10. PipelineDeals

PipelineDeals is a straightforward CRM with tools for managing sales teams. Managers can assign tasks, track activities, and generate reports to understand their teams’ productivity. Its simplicity and affordability make it an attractive option for smaller businesses.
Founded in: 2006
Website: https://pipelinecrm.com/
Free Demo: Yes
Suitable For: All (Startups, SMEs and Enterprise)
Deployment Time: Not available
Available On: Android, iOS and Desktop

#4 Best Sales Force Gamification App

Gamification apps are powerful tools for motivating sales teams and boosting performance. By incorporating elements like leaderboards, rewards, and challenges, these apps help create a competitive yet collaborative environment that drives results.
Below are some of the best gamification apps for sales teams:

1. BeatRoute

BeatRoute elevates gamification by integrating it seamlessly into its Goal-Driven Sales Tech, creating an environment where both results and behaviors are celebrated. Unlike many systems that focus solely on output achievements, BeatRoute gamifies both output metrics (like sales targets) and input activities (such as the number of productive customer visits or completion of planned tasks). This dual approach encourages sales teams to adopt better input behaviors, laying the foundation for sustained market success.

With customizable Scorecard, progress reports and achievement badges, BeatRoute keeps sales reps engaged and motivated while aligning their actions with business goals. By rewarding both effort and outcomes, the platform not only drives performance but also fosters a culture of continuous improvement.

BeatRoute’s gamification features are designed to help businesses create a high-performing, highly motivated sales force that thrives on accountability and collaboration.
Founded in: 2016
Website: http://beatroute.io/
Free Demo: Yes (Free Trial for Qualified Startups)
Suitable For: Enterprise
Deployment Time: 2-3 weeks
Available On: Android, iOS and Desktop

2. Spinify

Spinify is a dedicated gamification platform designed to motivate sales teams through leaderboards, contests, and personalized rewards. It integrates with popular CRMs like Salesforce and HubSpot, making it easy to implement within existing workflows.

Spinify’s visual dashboards provide real-time performance updates, fostering a culture of healthy competition.
Founded in: 2016
Website: https://spinify.com/
Free Demo: Yes
Suitable For: Enterprise
Deployment Time: Not available
Available On: Android, iOS and Desktop

3. Hoopla

Hoopla transforms sales performance data into engaging contests, leaderboards, and real-time recognition events. It integrates seamlessly with CRMs and other tools, providing managers with the flexibility to create customized competitions that align with team goals. Its emphasis on recognition helps boost morale and engagement.
Founded in: 2008
Website: https://hoopla.net/
Free Demo: Yes
Suitable For: Enterprise
Deployment Time: Not available
Available On: Android, iOS and Desktop

4. LevelEleven

LevelEleven is a sales performance management platform with built-in gamification features. It allows managers to create custom challenges and track progress on leaderboards. The tool integrates with Salesforce and provides real-time updates, making it an excellent choice for sales teams using the Salesforce ecosystem.
Founded in: 2012
Website: https://leveleleven.com/
Free Demo: Yes
Suitable For: All (Startups, SMEs and Enterprise)
Deployment Time: Same day
Available On: Android, iOS and Desktop

5. Ambition

Ambition offers gamification and coaching tools to improve sales team performance. Its gamification features include scorecards, leaderboards, and performance dashboards. Ambition also provides insights into team activities, helping managers identify areas for improvement and recognize high achievers.
Founded in: 2013
Website: https://ambition.com/
Free Demo: Yes
Suitable For: Enterprise
Deployment Time: Not available
Available On: Android, iOS and Desktop

#5 Best Sales Force Analytics and Reporting Software

Sales force analytics and reporting software empowers managers with data-driven insights to track performance, optimize strategies, and make informed decisions. These tools compile data from various sources, offering detailed reports and visualizations to assess team productivity and market trends. Below are some of the best options:

1. BeatRoute

BeatRoute stands out with its advanced analytics and reporting capabilities.Its Conversational AI-powered CuesBot delivers proactive nudges and enables managers to ask analytics related questions in human language, helping them address issues and capitalize on opportunities within their territories.

Brands can leverage BeatRoute’s Custom Dashboard Builder to create personalized dashboards for their managers, providing them with targeted insights that align with specific business objectives. This ensures that managers have access to the exact data they need to make informed decisions and improve team performance.

With configurable KPIs, and actionable analytics, BeatRoute enables businesses to assess both output achievements and input behaviors. By turning raw data into meaningful insights, BeatRoute empowers teams to optimize territory coverage, resolve bottlenecks, and drive strategic outcomes.
Founded in: 2016
Website: http://beatroute.io/
Free Demo: Yes (Free Trial for Qualified Startups)
Suitable For: Enterprise
Deployment Time: 2-3 weeks
Available On: Android, iOS and Desktop

2. Salesforce Analytics Cloud

Salesforce Analytics Cloud, powered by Tableau, provides comprehensive analytics and reporting tools. It enables managers to create custom dashboards, generate detailed reports, and gain real-time insights into sales performance. Its integration with Salesforce CRM ensures a seamless flow of data for advanced analysis.
Founded in: 1999
Website: https://www.salesforce.com/eu/products/analytics-cloud/features/
Free Demo: Yes
Suitable For: Enterprise
Deployment Time: Not available
Available On: Android, iOS and Desktop

3. Tableau

Tableau is a leading data visualization tool that can integrate with various CRMs and data sources. It helps sales teams visualize performance metrics, identify trends, and explore opportunities. Tableau’s interactive dashboards make it a versatile choice for data-driven sales strategies.
Founded in: 2003
Website: https://www.tableau.com/
Free Demo: Yes
Suitable For: Enterprise
Deployment Time: Within a day
Available On: Android, iOS and Desktop

4. Zoho Analytics

Zoho Analytics offers a robust platform for sales data analysis. It integrates with Zoho CRM and other tools, allowing users to create custom reports, track KPIs, and visualize data through dashboards. Its AI-powered assistant provides insights and answers to queries in natural language.
Founded in: 2009
Website: https://www.zoho.com/
Free Demo: Yes
Suitable For: All (Startups, SMEs and Enterprise)
Deployment Time: Not available
Available On: Android, iOS and Desktop

5. InsightSquared

InsightSquared specializes in sales analytics and reporting, offering tools for pipeline management, forecasting, and performance tracking. It integrates seamlessly with CRMs like Salesforce and HubSpot, making it an excellent choice for businesses seeking advanced analytics.
Founded in: 2010
Website: https://www.insightsquared.com/
Free Demo: Yes
Suitable For: All (Startups, SMEs and Enterprise)
Deployment Time: Not available
Available On: Android, iOS and Desktop

#6 Best Sales Force Expense Management Software

Managing expenses is a critical aspect of sales force operations, particularly for businesses with large field teams. Expense management software streamlines the process by automating claims, tracking budgets, and providing insights into spending patterns. Here are some of the best tools for managing sales force expenses:

1. BeatRoute

BeatRoute takes a comprehensive approach to expense management by integrating it seamlessly into its broader salesforce automation ecosystem. Beyond simple expense tracking, BeatRoute validates visits using geolocation-tagged activity data, ensuring that expense submissions are tied directly to verified visits and tasks.

Its expense submission forms are easy to use and can be customized to align with company policies. The platform’s approval mechanisms enable managers to review and approve expenses efficiently, reducing delays and ensuring compliance. BeatRoute also tracks distance traveled, providing granular insights into travel costs and helping managers monitor budgets effectively.

For even greater efficiency, BeatRoute integrates with HRMS systems, allowing seamless alignment of expense data with payroll and other administrative processes.
Founded in: 2016
Website: http://beatroute.io/
Free Demo: Yes (Free Trial for Qualified Startups)
Suitable For: Enterprise
Deployment Time: 2-3 weeks
Available On: Android, iOS and Desktop

2. Expensify

Expensify is a popular choice for automating expense reporting and reimbursement. Sales reps can capture receipts, track mileage, and submit claims via its mobile app. Managers benefit from its robust reporting tools, which provide visibility into spending trends and ensure policy compliance.

Founded in: 2008
Website: https://www.expensify.com/
Free Demo: No
Suitable For: SMEs and Startups
Deployment Time: Not available
Available On: Android, iOS and Desktop

3. SAP Concur

SAP Concur is a comprehensive travel and expense management solution. It allows businesses to automate expense reporting, integrate travel booking, and monitor spending. Its robust analytics tools make it ideal for larger organisations with complex expense tracking needs.
Founded in: 1993
Website: https://www.concur.co.in/
Free Demo: Yes
Suitable For: Enterprise
Deployment Time: Not available
Available On: Android, iOS and Desktop

4. QuickBooks Expense Management

QuickBooks offers a straightforward expense management feature as part of its accounting platform. Sales teams can track expenses, categorize spending, and generate reports. It’s a practical choice for small to mid-sized businesses already using QuickBooks.
Founded in: 1992
Website: https://quickbooks.intuit.com/global/expense-tracker/
Free Demo: No (only free trial)
Suitable For: All (Startups, SMEs and Enterprise)
Deployment Time: Not available
Available On: Android, iOS and Desktop

5. Zoho Expense

Zoho Expense simplifies expense reporting for field teams, allowing users to scan receipts, log mileage, and track spending in real time. Its integration with Zoho CRM and other tools ensures seamless workflows for sales teams.
Founded in: 2021
Website: https://www.zoho.com/in/expense/
Free Demo: Yes
Suitable For: All (Startups, SMEs and Enterprise)
Deployment Time: Not available
Available On: Android, iOS and Desktop

#7 Best Sales Force AI-Powered Assistants

AI-powered assistants are transforming sales force operations by automating routine tasks, providing actionable insights, and enhancing decision-making. These tools help sales teams save time, improve accuracy, and focus on what matters most: closing deals and building relationships. Here’s a selection of the best AI-powered assistants for sales teams:

1. BeatRoute

BeatRoute revolutionizes sales operations by embedding Operational AI y Conversational AI capabilities in its Goal-Driven Sales Tech. This ensures your AI is tailored to your sales goals. Tools like Order Recommendation AI provide actionable suggestions to sales reps, enabling them to offer the right products to the right customers, boosting order volumes and satisfaction. Meanwhile, the Help Me Plan feature helps sales teams prioritize their schedules, ensuring they focus on high-potential accounts and critical business objectives, driving efficiency in territory coverage.

For managers, BeatRoute’s Conversational AI acts as a virtual assistant, delivering real-time insights, nudges, and alerts about performance bottlenecks or emerging opportunities within their territories. This proactive approach helps managers make informed decisions and respond to challenges before they escalate.
Founded in: 2016
Website: http://beatroute.io/
Free Demo: Yes (Free Trial for Qualified Startups)
Suitable For: Enterprise
Deployment Time: 2-3 weeks
Available On: Android, iOS and Desktop

2. Salesforce Einstein

Salesforce Einstein is a powerful AI assistant embedded in the Salesforce platform. It analyzes sales data to provide predictive insights, recommend next steps, and automate routine tasks like data entry. Its seamless integration with Salesforce CRM makes it a popular choice for large sales teams.
Founded in: 2016
Website: https://www.salesforce.com/in/artificial-intelligence/
Free Demo: Yes
Suitable For: Enterprise
Deployment Time: Not available
Available On: Android, iOS and Desktop

3. Drift

Drift combines conversational AI with sales automation to enhance lead engagement and qualification. Its AI chatbot assists sales teams by capturing leads, scheduling meetings, and providing real-time support to prospects, streamlining the sales process.
Founded in: 2015
Website: https://www.salesloft.com/welcome-drift
Free Demo: Yes
Suitable For: All (Startups, SMEs and Enterprise)
Deployment Time: Not available
Available On: Android, iOS and Desktop

4. Gong.io

Gong.io uses AI to analyze sales calls and meetings, providing actionable insights on conversation patterns, customer sentiment, and deal progression. It’s an excellent tool for sales coaching and improving communication strategies.

Founded in: 2015
Website: https://www.gong.io/
Free Demo: Yes
Suitable For: SMEs and Enterprise
Deployment Time: Not available
Available On: Android, iOS and Desktop

5. Clari

Clari leverages AI to provide pipeline visibility and forecast accuracy. It helps sales teams identify risks and opportunities within their pipeline and ensures managers have the insights needed to close deals effectively.
Founded in: 2013
Website: https://www.clari.com/
Free Demo: Yes
Suitable For: Enterprise
Deployment Time: Not available
Available On: Android, iOS and Desktop

#8 Best Sales Force Lead Management Software

Effective lead management is the foundation of a successful sales process. For field sales teams, however, lead management comes with unique challenges: capturing leads in dynamic environments, integrating them with channel partners, and ensuring follow-ups are aligned with on-ground realities. Below are some of the best lead management software solutions tailored to these needs:

1. BeatRoute

BeatRoute reimagines lead management by addressing the unique requirements of field sales teams. Unlike traditional tools that treat lead management as a siloed process, BeatRoute empowers teams to collaborate with dealers, contractors, and influencers to ensure leads are nurtured and closed effectively.

This approach is particularly valuable in industries like materiales de construcción, where project channels often involve contractors and dealers; PRODUCTOS DE GRAN CONSUMO, where HORECA channels play a crucial role; and cosméticos, where salon networks drive business. BeatRoute’s lead management system enables field teams to capture leads during visits, link them to geolocation-tagged activities, and seamlessly integrate follow-ups into their daily workflows.

With its AI-powered planning tools, BeatRoute ensures that no lead is overlooked. Managers can prioritize leads based on potential value, urgency, or territory requirements, aligning follow-ups with business goals. Additionally, its integration with channel partners enhances the lead closure process, turning opportunities into results.

By combining these capabilities with a deep understanding of field sales dynamics, BeatRoute provides a lead management solution that drives collaboration, improves accountability, and delivers results tailored to channel-specific strategies.
Founded in: 2016
Website: http://beatroute.io/
Free Demo: Yes (Free Trial for Qualified Startups)
Suitable For: Enterprise
Deployment Time: 2-3 weeks
Available On: Android, iOS and Desktop

2. HubSpot CRM

HubSpot CRM provides a robust lead management system that is free to use and integrates with HubSpot’s marketing tools. It allows teams to track lead interactions, assign follow-ups, and monitor progress in an intuitive dashboard. Its automation features make lead nurturing more efficient.
Founded in: 2006
Website: https://www.hubspot.com/products/crm
Free Demo: No
Suitable For: All (Startups, SMEs and Enterprise)
Deployment Time: 2 to 6 months
Available On: Android, iOS and Desktop

3. Marketo Engage

Marketo Engage by Adobe is a powerful lead management tool designed for marketing and sales alignment. It offers advanced segmentation, lead scoring, and nurturing capabilities, ensuring that sales teams focus on the most promising prospects.
Founded in: 2006
Website: https://business.adobe.com/products/marketo.html
Free Demo: No
Suitable For: Enterprise
Deployment Time: Not available
Available On: Android, iOS and Desktop

4. Zoho CRM

Zoho CRM provides a complete lead management solution with tools for capturing, scoring, and converting leads. Its AI assistant, Zia, enhances the process by recommending the best times to contact leads and predicting their likelihood of conversion.
Founded in: 1996
Website: https://www.zoho.com/crm/solutions/
Free Demo: No
Suitable For: All (Startups, SMEs and Enterprise)
Deployment Time: 2 to 4 weeks
Available On: Android, iOS and Desktop

5. Salesforce Sales Cloud

Salesforce Sales Cloud is a widely trusted CRM that excels in lead management. It offers tools for capturing leads from multiple sources, automating follow-ups, and integrating lead data with the rest of the Salesforce ecosystem for seamless workflow management.
Founded in: 1999
Website: https://www.salesforce.com/in/sales/cloud/
Free Demo: Yes
Suitable For: Enterprise
Deployment Time: 2 to 8 weeks
Available On: Android, iOS and Desktop

#9 Best Sales Force Productivity Apps

Sales force productivity apps are essential for streamlining tasks, enhancing communication, and ensuring that sales reps can focus on what matters most—building relationships and closing deals. These tools empower teams to work smarter, not harder. Below are some of the best productivity apps for sales teams:

1. BeatRoute

At the heart of BeatRoute’s productivity-enhancing capabilities is its Goal-Driven Sales Tech, which ensures that every action taken by sales teams is aligned with business objectives. By moving beyond simple task management, BeatRoute empowers sales reps and managers with Task Recommendation AI, a powerful tool that identifies the most impactful activities for each store. From prioritizing high-value customer visits to resolving critical tasks, BeatRoute ensures that field teams stay focused on what truly drives results.

For managers, BeatRoute eliminates administrative inefficiencies by providing intuitive tracking and reporting tools. This allows managers to shift their focus from operational tasks to strategic planning, driving better outcomes for the entire team. Designed for industries such as FMCG, consumer goods, and building materials, BeatRoute empowers sales teams to achieve peak productivity through a blend of intelligent automation and goal-driven insights.
Founded in: 2016
Website: http://beatroute.io/
Free Demo: Yes (Free Trial for Qualified Startups)
Suitable For: Enterprise
Deployment Time: 2-3 weeks
Available On: Android, iOS and Desktop

2. Trello

Trello is a visual collaboration tool that helps sales teams organize their tasks and priorities using Kanban boards. It’s an excellent choice for managing workflows, tracking progress, and ensuring that nothing falls through the cracks.

Founded in: 2011
Website: https://trello.com/home
Free Demo: No
Suitable For: All (Startups, SMEs and Enterprise)
Deployment Time: Not available
Available On: Android, iOS and Desktop

3. Slack

Slack enhances team communication with its real-time messaging and integrations with other sales tools. Sales teams can share updates, collaborate on deals, and even automate notifications for key events, such as closed deals or new leads.
Founded in: 2009
Website: https://slack.com/intl/en-in
Free Demo: No
Suitable For: Enterprise
Deployment Time: Not available
Available On: Android, iOS and Desktop

4. Asana

Asana is a task management platform that enables sales teams to plan, organize, and execute their daily activities. Its project templates and timeline views help managers track progress and ensure alignment with team goals.
Founded in: 2008
Website: https://asana.com/?noredirect
Free Demo: Yes
Suitable For: All (Startups, SMEs and Enterprise)
Deployment Time: Not available
Available On: Android, iOS and Desktop

5. Evernote

Evernote is a note-taking and organizational tool that allows sales reps to capture meeting notes, ideas, and follow-up tasks in one place. Its search functionality and cross-device syncing make it a favorite for field teams.
Founded in: 2004
Website: https://evernote.com/
Free Demo: No
Suitable For: All (Startups, SMEs and Enterprise)
Deployment Time: Not available
Available On: Android, iOS and Desktop

#10 Best Sales Force Feedback and Survey Tools

Feedback and survey tools are essential for understanding the needs and challenges of both customers and sales teams. These tools help managers gather insights, measure satisfaction, and make informed decisions to improve operations. Below are some of the best feedback and survey tools for sales teams:

1. BeatRoute

BeatRoute sets itself apart with its fully configurable Campaign Form functionality, enabling businesses to create custom workflows that cater to diverse operational needs. From retail audits (such as visual merchandising or planogram checks) and competitor benchmarking at retail outlets to site surveys, logging customer complaints, raising tickets, and collecting feedback, BeatRoute provides a flexible and robust solution.

The forms support a variety of input options, including photos, videos, text, and numeric entries, allowing teams to capture rich, detailed information in real-time. For instance, sales reps can upload photos or videos of retail displays for audits, log detailed text feedback from customers, or input quantitative data for competitor analysis—all directly within the platform.

Additionally, the geolocation-tagged feedback and survey forms ensure that data is contextualized, enabling managers to identify patterns and address issues tied to specific territories or accounts. By embedding these capabilities into the sales process, BeatRoute streamlines data collection and ensures that every piece of feedback contributes to actionable insights and operational improvements.
Founded in: 2016
Website: http://beatroute.io/
Free Demo: Yes (Free Trial for Qualified Startups)
Suitable For: Enterprise
Deployment Time: 2-3 weeks
Available On: Android, iOS and Desktop

2. SurveyMonkey

SurveyMonkey is one of the most popular survey tools, offering customizable templates and robust analytics. Sales teams can use it to gather customer feedback or conduct internal surveys to identify areas for improvement.
Founded in: 1999
Website: https://www.surveymonkey.com/
Free Demo: No
Suitable For: All (Startups, SMEs and Enterprise)
Deployment Time: Not available
Available On: Android, iOS and Desktop

3. Typeform

Typeform focuses on creating interactive and engaging surveys. Its user-friendly interface makes it ideal for collecting detailed feedback from customers and sales reps, ensuring higher response rates.
Founded in: 2012
Website: https://www.typeform.com/
Free Demo: No
Suitable For: All (Startups, SMEs and Enterprise)
Deployment Time: Not available
Available On: Android, iOS and Desktop

4. Zoho Survey

Zoho Survey integrates seamlessly with Zoho CRM, making it easy to distribute surveys to customers and analyze responses. Its advanced reporting features help managers gain actionable insights.
Founded in: 2013
Website: https://www.zoho.com/survey/
Free Demo: Yes
Suitable For: All (Startups, SMEs and Enterprise)
Deployment Time: Not available
Available On: Android, iOS and Desktop

5. Qualtrics

Qualtrics is a comprehensive feedback platform that provides advanced tools for creating and analyzing surveys. It’s suitable for large organisations seeking in-depth insights from customers and employees.
Founded in: 2002
Website: https://www.qualtrics.com/en-au/
Free Demo: Yes
Suitable For: Enterprise
Deployment Time: Not available
Available On: Android, iOS and Desktop

#11 Bonus – Sales Force Software Integration Options

Integrating sales force software with other tools and systems is crucial for seamless workflows and efficient operations. Whether it’s connecting with CRM platforms, ERP systems, or marketing tools, the right integrations help sales teams work smarter by reducing manual effort and improving data accuracy. Here are some of the best integration options for sales force software:

1. BeatRoute

BeatRoute stands out with its BeatRoute Matrix, a robust integration framework that connects seamlessly with popular CRM platforms, ERP systems, and business intelligence tools. With its flexible APIs and no-code connectors, BeatRoute Matrix ensures effortless integration with existing enterprise systems, enabling businesses to unify and streamline their operations without heavy IT dependencies.

Additionally BeatRoute offers deep integrations with many systems like SAP and Freshdesk. This eliminates silos, provides real-time insights, and ensures that sales data aligns perfectly with broader business operations.

BeatRoute supports integrations with advanced analytics tools and data warehouses, empowering businesses to perform deep dives into performance metrics and enhance decision-making. By simplifying workflows and ensuring interoperability across platforms, it not only enhances productivity but also drives operational excellence.
Founded in: 2016
Website: http://beatroute.io/
Free Demo: Yes (Free Trial for Qualified Startups)
Suitable For: Enterprise
Deployment Time: 2-3 weeks
Available On: Android, iOS and Desktop

2. Zapier

Zapier is a powerful automation tool that connects thousands of apps, enabling sales teams to automate workflows without coding. It’s a great choice for integrating sales tools like CRMs, email platforms, and task managers.
Founded in: 2012
Website: https://zapier.com/
Free Demo: No
Suitable For: All (Startups, SMEs and Enterprise)
Deployment Time: Not available
Available On: Android, iOS and Desktop

3. Integromat (Make)

Integromat, now rebranded as Make, offers advanced automation capabilities for connecting sales software with other tools. Its visual interface and prebuilt templates make creating workflows easy.

Founded in: 2022
Website: https://www.make.com/en
Free Demo: No
Suitable For: All (Startups, SMEs and Enterprise)
Deployment Time: Not available
Available On: Android, iOS and Desktop

4. Salesforce AppExchange

Salesforce AppExchange is a marketplace of integrations and add-ons for Salesforce users. It provides ready-to-use apps and solutions that extend Salesforce’s functionality for sales teams.
Founded in: 2005
Website: https://appexchange.salesforce.com/
Free Demo: No
Suitable For: Enterprise
Deployment Time: Not available
Available On: Android, iOS and Desktop

5. HubSpot App Marketplace

HubSpot’s App Marketplace offers a wide range of integrations, allowing users to connect their CRM with marketing tools, communication apps, and productivity platforms.
Founded in: 2006
Website: https://ecosystem.hubspot.com/marketplace/apps
Free Demo: Yes
Suitable For: All (Startups, SMEs and Enterprise)
Deployment Time: Not available
Available On: Android, iOS and Desktop

Final Thoughts

Driving retail success isn’t just about working hard—it’s about being smart with your sales strategy. The right sales force automation software helps simplify processes, boost team productivity, and give you real-time insights to stay ahead. But finding the right SFA could be tricky if you don’t know what to look for.

The best sales force automation software for your business should be easy to use, adaptable to your goals, and offer real value to your team on the ground. That’s where BeatRoute stands out with its Goal-Driven Sales Tech, designed to align with your unique objectives of today and tomorrow. BeatRoute is the best sales force automation software for brands looking for an integrated experience across sales teams, retailers, distributors, and industry influencers.

Reserve una demostración gratuita to get a comprehensive walkthrough of our future-proof platform.