sales follow up software

Published on September 4, 2024

TLDR

Choose the best sales follow up software from our list.

Finding the right sales follow up software can be a game-changer for your business. With so many options available, it's crucial to choose a tool that aligns with your specific needs and goals. In this comprehensive guide, we've curated a list of the 13 best sales followup tools on the market.

Each tool has been carefully evaluated based on its key features, popular use cases, pros, cons, pricing, and customer reviews from trusted sources like G2, Capterra, and Reddit. Whether you're looking to automate your follow up processes, gain deeper insights into your sales performance, or streamline your team's workflows, you'll find a solution that fits your requirements.

From AI-powered platforms like Gong.io and Clari to versatile CRMs like HubSpot and Salesforce, our list covers a wide range of options suitable for businesses of all sizes and industries. We've also included user-friendly tools like Outreach and BIGContacts that simplify contact management and email sequencing.

By exploring the detailed profiles of each software, you'll be equipped with the knowledge needed to make an informed decision and take your sales follow up process to the next level. Let's dive in and discover the best sales follow up software for your business!

1. Bardeen

Bardeen is a no-code automation tool that's perfect for sales follow up, thanks to its ability to automate repetitive tasks across web apps. With Bardeen, you can turn complex workflows into a single click, making it a breeze to install the Chrome extension and start automating your sales follow up process.

Key Features

• AI-powered sales automation for prospecting, qualifying, and outreach
• Automated email outreach and follow-up with personalized messaging
• Integration with 100+ apps, including CRMs and sales tools
• Magic Box for creating automations using simple language

Popular Use Cases

• Automated lead generation and management
• Lead enrichment and qualification using AI and data scraping
• AI web agents for sales to automate repetitive tasks

Pros

• No-code automation, making it accessible to non-technical users
• Designed for teams, with centralized control and billing
• OpenAI integration for AI-powered features

Cons

• Steeper learning curve compared to some other sales follow up tools
• Higher pricing for premium features and credits
• Limited to Chrome browser, may not work with other browsers

Reviews

On G2, Bardeen has an impressive 4.9 out of 5 stars rating, with users praising its time-saving capabilities and ease of use. One reviewer noted, "An excellent tool to automate workflows that previously used to take me hours, now take just a few minutes."

Capterra users give Bardeen an overall rating of 4.5 out of 5, highlighting its practical automation features and no-code interface. A user shared, "Bardeen solves the problem of manually doing repetitive tasks which saves me a lot of time. Prices are also affordable."

Pricing

Bardeen’s pricing has been optimized for 2025 and includes the following plans:

• Free plan: Get 100 credits per month to build and test automations to transform your GTM motion.
• Starter plan: From $99/month for 15,000 annual credits, includes AI agents, AI playbook Builder, basic Integrations, and unlimited team members.
• Teams plan: From $500/month for 120,000 annual credits, includes everything on Starter and CRM + outreach integrations, waterfall enrichment, cloud workflows, dedicated Slack channel, and 2 custom-built AI playbooks built by Bardeen AIgency.
• Enterprise plan: From $1,500/month for over 500,000 annual credits, includes everything on Teams and custom contracts with unlimited credit options, dedicated GTM consultant, priority integrations, SSO, and 5+ custom-built AI playbooks built by dedicated AIgency.

2. Pipedrive

Pipedrive is a popular sales follow up software that provides a comprehensive set of features to manage and track sales activities. Its AI-powered sales assistant helps analyze past performance, provide recommendations, and improve sales strategies to boost revenue. Pipedrive's ability to track leads, spot opportunities, and measure key activities through data analytics and reporting makes it an excellent choice for sales teams looking to optimize their processes.

Key Features

• Automated deal creation and personalized email sending to nurture leads
• Workflow automations to streamline sales processes and save time
• AI-powered insights and suggestions to optimize sales strategies

Popular Use Cases

• Managing sales pipelines and tracking deal progress
• Automating follow-up communications and outreach
• Generating sales forecasts and reports to assess performance

Pros

• Intuitive interface that is easy to set up and use
• Robust customization options to tailor the CRM to specific needs
• Extensive integration capabilities with 400+ third-party apps

Cons

• No free forever plan available
• Phone support only offered on higher-tier plans

Pricing

• Essential: $14 per user/month billed annually, $24 month-to-month
• Advanced: $34 per user/month billed annually, $44 month-to-month
• Professional: $49 per user/month billed annually, $64 month-to-month
• Enterprise: $99 per user/month billed annually, $129 month-to-month
• 14-day free trial available

Reviews

On Capterra, Pipedrive has an overall rating of 4.0. Users praise its automation capabilities, customization, and ease of use. One reviewer said: "It is good, I am having more return than other platforms that we are currently using."

G2 reviewers give Pipedrive an average 4.3 out of 5 stars. A user noted its "webhook and command queue implementations are incredibly responsive and scalable". However, some mentioned occasional complexity and a learning curve.

3. Salesforce

Salesforce is a leading customer relationship management (CRM) platform that offers robust AI-powered sales tools. Predictive analytics is at the core of Salesforce Sales AI, which uses machine learning algorithms to analyze historical data to identify patterns and trends. One prominent application of this capability is predictive lead scoring, where the system evaluates the likelihood of a lead converting into a sale based on various factors.

Key Features

• Lead, account, contact, and opportunity management
• Forecast management and predictive AI
• Lead and opportunity scoring to prioritize high-value prospects
• Einstein activity capture to automatically log sales activities

Popular Use Cases

• Prioritizing leads based on likelihood to convert
• Forecasting sales pipeline and revenue
• Automating manual data entry tasks

Pros

• Advanced predictive analytics capabilities
• Personalized AI-driven engagement recommendations
• Seamless integration with other Salesforce tools

Cons

• Web services API costs an additional $25 per user, per month for the professional plan
• Pricing can be high for smaller businesses
• Customization and setup requires technical expertise

Pricing

• Starter Suite: $25 per user, per month, billed annually
• Professional: $80 per user, per month, billed annually
• Enterprise: $165 per user, per month, billed annually
• Unlimited: $330 per user, per month, billed annually
• Einstein 1 Sales: $500 per user, per month, billed annually

Reviews

On G2, Salesforce Platform has an average rating of 4.5 out of 5 stars from 1,980 reviews. 71% rated it 5 stars, praising its customization options, scalability, and robust feature set.

Capterra reviewers highlight Salesforce's versatility, with one user stating: "This CRM is incredibly versatile". They appreciate its customization capabilities and comprehensive tracking for onboarding new customers. Some note occasional sluggishness and a learning curve.

4. HubSpot Marketing Hub

HubSpot Marketing Hub is an AI-powered marketing software that helps businesses attract, engage, and convert leads into customers. With its comprehensive set of tools for blogging, landing pages, email marketing, marketing automation, lead management, and analytics, HubSpot Marketing Hub is a top choice for businesses looking for an all-in-one solution to streamline their marketing efforts.

Key Features

• AI-powered lead generation tools to attract and convert more leads
• Intuitive email marketing capabilities with personalization and A/B testing
• Powerful marketing automation to nurture leads and tailor content at scale
• Comprehensive analytics to track and optimize marketing performance

Popular Use Cases

• Generating and nurturing high-quality leads through targeted content and automation
• Creating personalized email campaigns to engage prospects and customers
• Analyzing marketing data to make informed decisions and prove ROI

Pros

• Seamless integration of various marketing channels in one platform
• User-friendly interface suitable for marketers of all skill levels
• Robust analytics and reporting features for data-driven insights

Cons

• Initial learning curve due to extensive features and capabilities
• Higher pricing compared to some other marketing automation tools
• Some users may find certain integrations challenging to set up

Reviews

G2 users give HubSpot Marketing Hub high praise, with an average rating of 4.3 out of 5 stars based on over 11,000 reviews. Many appreciate its user-friendly interface, comprehensive feature set, and ability to streamline marketing processes.

On Capterra, HubSpot Marketing Hub maintains an impressive overall rating of 4.5 out of 5. Reviewers commend the platform's ease of use, powerful automation capabilities, and excellent customer support.

5. Copper

Copper is a CRM platform built for Google Workspaces, designed specifically for small businesses. It provides sales analytics features that make it a strong choice for teams looking to gain insights and improve their sales processes.

Key Features

• Automatically captures data as customers move through visual sales pipeline
• Tracks industry trends to keep businesses prepared for changes
• Provides customizable reports to gain insights on specific business needs
• Offers lead qualification features to prioritize high-quality prospects

Popular Use Cases

• Visualizing the sales process and customer journeys
• Generating tailored sales reports
• Identifying top leads to focus sales efforts

Pros

• Seamless integration with Google apps simplifies workflows
• Visual pipeline provides clear view of sales process
• Customizable reports enable insights specific to company needs

Cons

• May have limited scalability for very large enterprises
• Requires Google Workspace, not ideal if using other productivity suites
• Pricing on higher tiers can get expensive for smaller teams

Reviews

On Capterra, Copper has an overall rating of 4.0 out of 5. Users praise its ease of use and time-saving automation. A few reviewers noted it can take up significant computer resources.

G2 reviews show an average 4.5 out of 5 stars. Customers highlight the benefits of native Google integrations. Some mention the learning curve and wish for more influence on the product roadmap.

6. Close

Close is an all-in-one CRM built for sales teams who need to move fast. It brings together all the tools you need to close more deals - email, SMS, and built-in calling - into a single platform. Close is designed to be simple and intuitive, so reps can spend less time on manual data entry and more time selling.

Key Features

Close streamlines your sales process with these powerful features:

• Calling, SMS, and email communication tools built-in
• Workflow automations to eliminate manual admin tasks
• Reporting and analytics to track team performance
• Integrations with 100+ apps to connect your tech stack

Popular Use Cases

• Inbound lead management and follow-up
• Outbound prospecting and cold outreach
• Pipeline management and deal tracking

Pros

• Fast and easy to implement compared to other CRMs
• All-in-one platform eliminates need for separate tools
• Intuitive interface designed for the way sales teams work

Cons

• Lacks some advanced customization options of enterprise CRMs
• Reporting can have a learning curve for beginners
• Pricing is transparent but not the cheapest option

Pricing

• Starts at $59/user/month billed monthly
• Annual plans start at $49/user/month (save 20%)
• 14-day free trial, no credit card required

Reviews

On G2, users praise Close's ease of use, with one reviewer noting "The ease of use from a sales seat is crucial. There is zero clutter, or unnecessary steps." It has an average rating of 4.7 out of 5 stars from over 1,150 reviews.

Capterra reviewers echo the sentiment, with Close earning an overall rating of 4.8. Users highlight the time-saving automation and streamlined interface as key benefits.

7. Freshworks

Freshworks' Freshsales is an AI-powered sales CRM software suited for running smart campaigns and planning sales processes through Kanban views. It offers a range of features to streamline sales operations and boost productivity.

Key Features

Freshsales offers AI-driven capabilities that make it a strong contender among sales follow up software:

• Freddy AI provides deal recommendations to avoid last-minute bottlenecks
• Automates repetitive tasks like sending emails, setting reminders, and updating CRM
• Delivers AI-powered insights for superior lead tracking and management

Popular Use Cases

• Automating follow-up communications to nurture leads after initial contact
• Scoring and prioritizing leads based on engagement and buying signals
• Centralizing customer data and interactions for personalized, contextual outreach

Pros

• Intuitive interface with minimal learning curve
• Robust automation and AI capabilities
• Seamless integration with other Freshworks products

Cons

• Occasional performance issues and bugs
• Limited customization options compared to some alternatives
• Pricing can add up quickly for larger teams

Pricing

• Growth plan starts at $15/user/month billed annually
• Pro plan starts at $39/user/month billed annually
• Enterprise plan starts at $69/user/month billed annually
• 21-day free trial available

Reviews

On G2, Freshworks has an average rating of 4.5 out of 5 stars from over 7,300 reviews. Users praise its automation, ease of use, and value for growing businesses.

8. Nutshell

Nutshell is an all-in-one CRM and email marketing platform designed specifically for B2B organizations. Nutshell stands out as a top sales follow up software due to its robust analytics capabilities. The platform offers sales forecasting, performance metrics tracking, and prospecting tools to help businesses identify areas for improvement and close more deals.

Key Features

Nutshell's key features focus on automating processes and providing actionable insights:

• Automate your workflow to reduce manual tasks
• Centralize customer data and manage pipelines
• Communicate with customers and collaborate with your team
• Inform marketing strategies with data-driven insights

Popular Use Cases

• Streamlining lead management and nurturing
• Automating follow-up communications
• Tracking sales performance metrics

Pros

• Intuitive interface promotes team collaboration
• Customizable reports provide valuable insights
• Integrates with common business apps

Cons

• Many ways to do tasks can be overwhelming at first
• Requires time investment to set up and customize
• Limited ability to influence the product roadmap

Reviews

On Capterra, users praise Nutshell for transforming their lead management. They highlight the automation capabilities and intuitive interface. The overall rating is 4.0 out of 5.

G2 reviews echo the sentiment, with users calling Nutshell a "game-changer" for small teams. They appreciate the open communication it enables. A few note the learning curve to fully utilize features. Nutshell has an average G2 rating of 4.3 out of 5 stars.

Pricing

• Starter: $16 per user/month
• Pro: $42 per user/month
• Pro Plus: $52 per user/month
• 14-day free trial available

9. EngageBay

EngageBay is an all-in-one marketing, sales, and support CRM that helps companies streamline their inbound efforts, nurture leads, and convert them into customers. It enables businesses to attract targeted web visitors, capture leads, and quickly turn them into long-term paying customers.

Key Features

EngageBay offers a range of features to automate sales follow-up:

• 360-degree customer view across marketing, sales, and support
• Automated email sequences and drip campaigns
• Task management and notifications to boost sales productivity
• Mobile CRM for inside sales and field sales teams

Popular Use Cases

• Nurturing leads captured through inbound marketing efforts
• Automating follow-up messages and tasks for sales reps
• Providing customer support and building long-term relationships

Pros

• Affordable all-in-one platform for small businesses
• Improves sales team efficiency with automation and mobile access
• Responsive customer support and extensive knowledge base

Cons

• Fewer native integrations compared to some alternatives
• Can be overwhelming at first due to the number of features
• Reporting is basic for teams needing advanced insights

Reviews

On Capterra, EngageBay has an overall rating of 4.0 out of 5. Users praise the platform's ease of use, automation capabilities, and affordable pricing as a HubSpot alternative.

G2 reviewers give EngageBay's all-in-one suite an average of 4.6 out of 5 stars. Many highlight how it combines multiple tools in one and simplifies sales and marketing processes for small teams.

10. BIGContacts

BIGContacts is a comprehensive CRM solution that provides robust sales analytics capabilities. It is included in this list of top sales follow up software because of its ability to sort and view contacts by pending activities, opportunities, last contact, and communication history. This enables sales teams to effectively prioritize and manage their follow up efforts.

Key Features

BIGContacts offers several key features that make it well-suited for sales follow up:

• Detailed contact profiles with notes, calls, meetings, tasks, files, and sales history
• Automated email drip campaigns that adjust based on contact behavior and sales cycle stage
• Customizable sales pipeline with drag-and-drop deal management
• Comprehensive reporting on sales activities, contacts, marketing, and team performance

Popular Use Cases

• Centralizing all customer communications and interactions in one system
• Automating personalized follow up sequences to nurture leads and customers
• Tracking sales rep activities and using analytics to coach for better outcomes

Pros

• Intuitive interface that is easy to customize for specific business needs
• Saves significant time by automating repetitive follow up and admin tasks
• Insightful reports for monitoring individual and team sales performance

Cons

• Search functionality for email templates could be improved
• Lacks some advanced AI-based lead scoring capabilities compared to other tools

Pricing

• Free plan for up to 100 contacts
• Business plan starts at $9.99/month per 1000 contacts (about $120/year)
• Custom enterprise pricing available for 20K+ contacts

Reviews

On Capterra, BIGContacts has an overall rating of 4.0 out of 5. Reviewers praise its ease of use, customization options, and helpful automation features for streamlining customer relationships. Some noted minor UX issues with certain features.

G2 users give BIGContacts 4.5 out of 5 stars. Several highlight the significant time savings and efficiency gains from the tool's automated workflows. The main con mentioned is the lack of advanced search for email templates.

11. Gong.io

Gong.io is a leading AI-powered revenue intelligence platform that captures and analyzes customer interactions across various channels to provide deep insights into sales performance and customer behavior. By leveraging advanced AI and machine learning, Gong.io enables sales teams to identify winning strategies, improve overall effectiveness, and drive revenue growth.

Key Features

Gong.io offers a robust set of features tailored to the needs of sales teams:

• Conversation intelligence to analyze sales calls and interactions
• Deal intelligence to track deal progress and identify risks
• AI-powered coaching insights to improve rep performance
• Customizable dashboards and reports for data-driven decision making

Popular Use Cases

• Identifying best practices and winning sales strategies
• Coaching and training sales reps based on real customer interactions
• Forecasting revenue and managing pipeline health

Pros

• Provides unparalleled visibility into customer conversations
• Enables data-driven coaching and performance improvement
• Integrates seamlessly with popular CRM and communication tools

Cons

• Pricing information is not publicly available
• Initial setup and onboarding may require some time and effort

Pricing

• Gong.io does not disclose pricing publicly
• Interested buyers must contact Gong.io's sales team for a custom quote based on their specific needs and requirements

Reviews

On G2, Gong.io has an impressive average rating of 4.7 out of 5 stars from over 5,750 reviews. Users praise its powerful conversation intelligence capabilities, real-time analysis, and the significant impact it has on improving sales performance.

Capterra reviewers also rate Gong.io highly, with an overall score of 4.8 out of 5. They appreciate its ability to provide valuable insights, streamline coaching, and drive revenue growth.

12. Outreach

Outreach is a versatile sales engagement platform that empowers sales teams with a comprehensive suite of tools. It offers powerful features such as contact management, auto dialer, email sequencing, A/B testing, SMS capabilities, and beyond, making it a popular choice for sales follow up and nurturing.

Key Features

• Outbound email sequencing to engage prospects with personalized campaigns
• Gmail integration for reps to manage sales activities directly from their inbox
• Robust analytics and reporting to gain insights into outreach performance
• CRM integration to ensure seamless data synchronization

Popular Use Cases

• Automating personalized email sequences to nurture leads and book meetings
• Managing multi-touch, multi-channel follow up campaigns at scale
• Tracking engagement metrics to identify high-intent prospects for prioritized outreach

Pros

• Intuitive platform that is easy to set up and use for sales teams
• Powerful automation capabilities to streamline follow up tasks
• Detailed analytics to measure the effectiveness of outreach efforts

Cons

• Can have a learning curve for users to fully utilize all the features
• The homepage can feel overwhelming with the number of options and buttons
• Processor-intensive and may cause occasional freezing on some computers

Reviews

G2 users rate Outreach 4.3 out of 5 stars, praising its prospecting capabilities, ease of use, and helpful notifications. They find it an excellent tool for sales organizations to stay organized and consistent with follow ups.

On Capterra, reviewers give Outreach an overall score of 4.0. They highlight the platform's intuitiveness, automation features, and ability to streamline sequences as key benefits. Some note the initial learning curve as a minor drawback.

13. Clari

Clari is a leading revenue operations platform that helps B2B companies drive predictable revenue growth. By leveraging AI and automation, Clari provides revenue teams with real-time visibility, actionable insights, and streamlined workflows to optimize their sales processes and improve forecast accuracy.

Key Features

• AI-powered revenue insights and forecasting for improved accuracy and decision-making
• Automated data capture and CRM integration to ensure data quality and minimize manual effort
• Opportunity management and deal inspection to identify risks and optimize pipeline
• Collaboration tools and mobile app to keep revenue teams aligned and productive

Popular Use Cases

• Forecasting and pipeline management for more accurate projections and proactive decision-making
• Deal inspection and coaching to identify at-risk opportunities and provide targeted guidance
• Revenue team collaboration and alignment to ensure consistent execution across the buyer's journey

Pros

• Intuitive interface and easy navigation for quick adoption and time-to-value
• Robust analytics and reporting for data-driven insights and optimization
• Seamless integration with popular CRMs and sales tools for streamlined workflows

Cons

• Pricing can be higher compared to some alternatives, especially for smaller teams
• Some advanced customization options may require technical expertise or support
• Occasional minor UX quirks or page refresh issues reported by some users

Reviews

On G2, Clari has an average rating of 4.5 out of 5 stars from over 1,800 reviews. Users praise its visibility into sales forecasts, intuitive interface, and ability to serve as a single source of truth for revenue teams.

Capterra reviewers highlight Clari's benefits in automating meeting analysis, providing actionable insights, and improving the way sales teams communicate with prospects. Some note minor limitations in customization options and occasional inaccuracies in call transcription.

Conclusions

When choosing the best sales follow up software for your business, consider key factors such as automation capabilities, AI-powered insights, ease of use, integrations, and pricing. Look for a tool that aligns with your specific sales process and team size.

Among the top options discussed, Bardeen, Pipedrive, and Salesforce stand out for their robust features and positive user reviews. Bardeen's no-code automation and Chrome extension make it a top choice for streamlining sales follow up tasks.

We encourage you to explore these tools further and start a 14-day free trial to experience their benefits firsthand. By implementing the right sales follow up software, you can automate repetitive tasks, gain valuable insights, and ultimately close more deals.