Sales Automation Software: The 7 Best Tools for B2B Sales Teams 2026

Many sales teams automate follow-ups via email sequences, populate CRM fields via workflow, and collect lead scores with a third tool. The result is three data points without a common basis, no reliable forecast, and continued manual rework. Sales automation software solves this as an integrated system from conversation capture to forecasting, not through additional individual features.

How do I choose sales automation software?

When choosing software for Sales Automation it's crucial that the software reliably contributes to your sales goals. Since it deeply interacts with your pipeline, conversation, and CRM data, you can use the following 8 criteria as a decision-making aid:

• Automated CRM Sync: Information such as budgets, timelines, or contacts is automatically transferred to the corresponding fields in systems like HubSpot, Salesforce, or Pipedrive, without manual data entry.
• Conversation Intelligence: Some platforms not only capture workflow triggers, they also analyze conversation content and derive structured sales data from it. This includes objections, buying signals, and missing qualification information.
• Support for Sales Frameworks: The system automatically identifies which information is still missing according to frameworks like MEDDIC, BANT, or SPICED, and flags it directly in the CRM.
• Forecasting: Revenue forecasts based on real interaction data (e.g., decision-maker involvement, conversation frequency) instead of subjective rep assessments.
• GDPR and Server Location: For companies in the DACH region: Ensure data processing on servers within the EU. US providers often work with Standard Contractual Clauses (SCCs); additionally, Transfer Impact Assessments and supplementary measures may be required. Also, check how your provider implements the requirements of the EU AI Act.
• Detection of Dialects and Technical Language: Relevant for German-speaking teams if conversations are conducted in regional dialects (e.g., Swiss German, Bavarian) or industry-specific terms need to be reliably recognized.
• Transparency of Outputs: Clearly understandable, actionable outputs are more valuable than complex dashboards that sales reps don't use in their daily work.
• Setup Effort: Tools with native integration can be rolled out much faster than platforms requiring lengthy implementation projects. Check whether your team needs IT resources for setup or not.

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7 Sales Automation Software Platforms Compared

#1 Kickscale

Kickscale

Kickscale is a European revenue intelligence platform headquartered in Austria. The platform automatically captures customer conversations, structures their content, and transfers the resulting insights directly into the CRM. Unlike traditional sales automation tools, Kickscale is powered by conversation data rather than manually configured workflow rules.

• AI Sales Notetaker: Automatically records, transcribes, and summarizes video calls, phone calls, and in-person meetings, complemented by a mobile app for field sales teams.
• CRM Automation: Information from meetings, such as budget, timeline, and decision-makers, is automatically mapped into fields in HubSpot, Salesforce, Pipedrive, or Zoho without manual data entry.
• Conversation Intelligence: Analyzes conversations for objections, buying signals, and qualification gaps using frameworks such as MEDDIC, BANT, and SPICED.
• Deal Intelligence & Forecasting: Win probabilities are evaluated based on real customer interactions rather than subjective rep assessments.
• AI Sales Coaching: Automatically delivers conversation-based feedback to sales reps immediately after calls, based on detected communication patterns.
• GDPR Compliance & EU Hosting: Hosted exclusively in Germany, ISO 27001 certified, and customer data is never used to train AI models.

Kickscale Pricing (as of May 2026)

Assistant & Coach: €49 per user/month (no seat minimum), including AI Notetaker, Sales Coaching, and CRM integrations.

Revenue Intelligence: €89 per user/month (minimum 10 seats), including AI forecasting, Deal Intelligence, and Pipeline Visibility.

Enterprise: Custom pricing (minimum 30 seats), including custom integrations and a dedicated Customer Success Manager.

Try 50 meetings for free—no credit card and no sales call required.

Explore Kickscale for Sales Leaders

2 HubSpot Sales Hub

HubSpot is a US-based provider with a strong presence in the DACH market. The Sales Hub combines a comprehensive CRM with rule-based workflow automation and email sequencing. For GDPR-relevant deployments, HubSpot offers an EU hosting option.

• Workflow Automation: Rule-based triggers automatically initiate tasks, emails, or notifications when deal stages change or contacts perform specific actions.
• Email Sequences: Automated follow-up chains based on contact activity, configurable without technical knowledge.
• Deal Stage Automation: Deal stages update automatically when predefined conditions are met.
• AI-powered Deal Probability: Calculation of the win probability for individual opportunities based on historical CRM data.

Pricing for HubSpot Sales Hub (As of May 2026):

• Free: free for up to 2 users, with basic features for pipeline and contacts
• Starter: from €20 per user/month; check for possible discounts with annual billing depending on the offer
• Professional: from €90 per user/month (annually) or €100 (monthly), incl. sequences, advanced automation, conversation intelligence, and forecasting, one-time onboarding fee of €1,470 required
• Enterprise: from €150 per user/month, incl. call transcripts, conversation intelligence, deal journey analytics, and pipeline approvals, one-time onboarding fee of €3,420 required

3 Pipedrive

Pipedrive is a European provider based in Estonia, primarily aimed at small and medium-sized B2B teams. In addition to a visual pipeline view, the platform offers an automation builder for rule-based triggers. Data is processed on EU infrastructure.

• Automation Builder: Tasks, status changes, and email sending are automated via trigger logic, for example, when a deal stage changes or an email is opened.
• Email Sequences: Follow-up sequences for deals and leads with manual or automated steps, available from the Growth plan.
• Email Sync: Incoming and outgoing emails are automatically logged in the contact's CRM record.
• AI Sales Assistant: Assists with CRM data queries, summarizes content, and helps with sales-related workflows.

Pipedrive Pricing (As of May 2026):

• Lite: €14 per user/month (billed annually)
• Growth: €39 per user/month, includes email sequences, automations, and forecast reports
• Premium: €59 per user/month, includes lead generation, custom scoring, and advanced customizations
• Ultimate: €79 per user/month, includes enhanced account security, contact enrichment, and a sandbox account

All plans include a free 14-day trial, no credit card required.

4 Salesforce Sales Cloud

Salesforce is a US-based provider with one of the largest enterprise CRM ecosystems worldwide. The Sales Cloud offers rule-based automation via Flow Builder, as well as AI-powered features through Einstein and Agentforce. EU data center options are available. Data residency can be contractually agreed upon.

• Flow Builder: Visual automation tool for creating complex, multi-step sales workflows without coding.
• Einstein Activity Capture: Emails and calendar appointments are automatically synced with the corresponding CRM record.
• Agentforce: AI agents create call summaries, generate email drafts, and automatically update CRM fields after meetings.
• Lead Routing: New leads are automatically assigned to the responsible sales rep based on defined rules.

Salesforce Sales Cloud Pricing (As of May 2026):

• Starter Suite: €25 per user/month (monthly or annually), includes lead, contact, and opportunity management, plus integrated email synchronization
• Pro Suite: €100 per user/month (annually), includes quote generation, forecasting, and AppExchange access
• Enterprise: €175 per user/month (annually), includes advanced pipeline management, conversation intelligence, and Agentforce
• Unlimited: €350 per user/month (billed annually), including predictive AI, Conversation Intelligence, and Premier Success Plan
• Agentforce 1 for Sales: €550 per user/month (billed annually), including full AI suite, Salesforce Maps, Tableau Next, and Slack Enterprise+

Agentforce is included starting with the Enterprise plan. For lower editions, it can be added as an add-on starting from €125 per user/month.

5 dealcode AI

dealcode AI is a German company based in Hamburg and positions itself as a sales automation platform for B2B outbound processes. The focus is on automating lead identification, data enrichment, and personalized initial contacts. According to the provider, the systems are primarily hosted within the EU. The provider states GDPR compliance.

• AI Lead Search: Automated identification of target contacts based on defined criteria such as industry, company size, and position.
• AI Lead Enrichment: Contact data (email, phone, LinkedIn) is automatically enriched and kept up-to-date.
• AI Smart Outreach: Personalized outreach via email and LinkedIn is automatically created and sent based on the enriched contact data.
• CRM-Sync: Integration with HubSpot and Pipedrive via Zapier starting from the Pro plan; a free sales CRM is integrated into the product.

Pricing of dealcode AI (As of: May 2026):

• dealcode CRM: free (self-service), including CRM, 25 AI tokens (one-time), and up to 1,000 LinkedIn profile views/day
• dealcode AI Start: from €29 per month (self-service, minimum term 1 month), 150 AI tokens/month
• dealcode AI Pro: from €1,039 per month (minimum term 12 months), 50,000 AI tokens/year, including Smart Outreach, CRM Sync via Zapier, and AI Inbox Agent
• dealcode AI Premium: from €2,990 per month (full-service, minimum term 12 months), including active lead sourcing, inbox management, email campaign setup, A/B testing, and monthly performance checks by dealcode

6 Salesloft

Salesloft is a US-based sales engagement provider that combines outreach automation with pipeline management and conversation intelligence. Since its merger with Clari in December 2025, Salesloft has been part of a joint company, but continues to be operated as an independent platform in the market. International data transfers may occur with Salesloft. Standard Contractual Clauses (SCCs) are available for European customers.

• Cadence Automation: Multi-stage outreach sequences via email, phone, and social media, controlled based on contact reactions.
• Rhythm Engine: AI automatically prioritizes each rep's daily tasks based on deal probability and buyer signals.
• Conversation Intelligence: Conversations are automatically analyzed, and missing qualification information and notable conversation moments are highlighted.
• CRM Sync: Bidirectional integration with Salesforce and other CRM systems; activities and deal updates are automatically synced.

Salesloft Pricing (As of May 2026):

Salesloft does not publish list prices. The platform is available in two packages:

• Advanced: Workflows, engagement analytics, Conversation Intelligence, and Opportunity Management
• Elite: advanced customization options and multi-org management

Available as add-ons: Account Agents (automated lead research) and Forecast (revenue forecasting). Pricing and demos are available upon request.

7 Outreach

Outreach is a US-based provider and positions itself as a sales execution platform that unifies sequencing, deal intelligence, and forecasting in a single interface. The platform targets revenue teams, sales leadership, and revenue operations. According to the provider, EU data tenancy is available. SCCs are available for European customers.

• Sequences: Automated, multi-step email, phone, and LinkedIn campaigns, driven by contact activity.
• Kaia AI: AI conversation assistance in real-time during calls, providing prompts and battlecards directly to the rep's screen.
• Deal Intelligence: Opportunities are automatically scored and prioritized based on activity and conversation data.
• CRM Integration: Bidirectional integration with Salesforce and HubSpot; activities and deal updates are automatically synced.

Outreach Pricing (As of May 2026):

Outreach does not publish list prices. The pricing model combines user-based license costs with consumption-based billing via AI Credits. The platform is available in three packages:

• Amplify Core: 25,000 AI Credits, including Conversation Intelligence and engagement features
• Amplify Plus: 50,000 AI Credits, including advanced coaching, Deal Management, and pipeline management
• Amplify Pro: 100,000 AI Credits, including Forecasting, Revenue Orchestration, and Advanced Managed Services

According to the provider, platform fees are not charged, and support is included. Pricing is available upon request.

Is Kickscale the right sales automation software for you?

Kickscale is suitable for B2B sales teams of around 10 people or more in the DACH region who want to automatically populate CRM data from customer conversations and Sales Forecasts create based on real conversation activities. The platform covers conversation recording, CRM automation, deal prioritization, and Sales Coaching in one system.