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Best sales automation software in India (2027)

Sales automation software sits inside CRM software, so the shortlist below is drawn from that catalogue and ranked for Indian buyers.

277 products compared208 made in India56 with a free planfrom ₹100/mo

Sales automation software products

Zoho CRM logo

Zoho Corporation

4.9App Advisor rating

Sales CRM with deep customisation and a very large integration ecosystem.

RecommendedFeaturedMade in India

Starts at

₹800/mo

View
Freshsales logo

Freshworks

4.8App Advisor rating

Sales CRM with built-in phone, email and chat.

RecommendedFeaturedMade in India

Starts at

₹750/mo

View
LeadSquared logo

LeadSquared

4.7App Advisor rating

Sales execution CRM built for high-volume inside-sales teams.

RecommendedFeaturedMade in India

Starts at

₹2,500/mo

View
Vtiger CRM logo

Vtiger

4.7App Advisor rating

Open-source-rooted CRM with sales, support and marketing, built in Bengaluru.

Made in IndiaFree planOpen source

Starts at

Free plan

View
Kylas CRM logo

Kylas

4.7App Advisor rating

Flat-fee Indian CRM with unlimited users instead of per-seat pricing.

TrendingMade in IndiaFree plan

Starts at

Free plan

View
Zoho Bigin logo

Zoho Corporation

4.7App Advisor rating

Pipeline-centric CRM for very small businesses from Zoho.

Made in IndiaFree plan

Starts at

Free plan

View
HubSpot CRM logo

HubSpot

4.7App Advisor rating

Free CRM that scales into a paid sales, marketing and service suite.

FeaturedFree plan

Starts at

Free · Paid seats from $20 per core seat per month (Starter)

View
Salesforce Sales Cloud logo

Salesforce

4.7App Advisor rating

Enterprise sales CRM with the deepest customisation and partner ecosystem.

FeaturedFree plan

Starts at

Free plan

View
SalesBabu CRM logo

SalesBabu Business Solutions

4.7App Advisor rating

Cloud CRM for SMEs with lead, quotation and service tracking.

Made in India

Starts at

From ₹1,000/user/mo · Sales CRM edition, billed annually, minimum licences apply

View
Freshsales Suite logo

Freshworks

4.7App Advisor rating

Sales and marketing CRM bundle from Freshworks.

Made in IndiaFree plan

Starts at

₹1,300/mo

View
Corefactors logo

Corefactors

4.6App Advisor rating

RevOps CRM with telephony and marketing for Indian SMBs.

Made in India

Starts at

₹199/mo

View
Cratio CRM logo

Cratio Software

4.6App Advisor rating

Sales CRM with lead capture from IndiaMART and Justdial.

Made in India

Starts at

Rs 399 · per user per month, billed annually, 5-user minimum, plus 18% GST

View
Odoo CRM logo

Odoo

4.6App Advisor rating

Open-source CRM you can start with one free app.

Free planMobile appOpen source

Starts at

Free plan

View
Zoho CRM Mobile logo

Zoho Corporation

4.6App Advisor rating

Mobile app for Zoho CRM with call logging and check-ins.

Made in IndiaFree planMobile app

Starts at

Free plan

View
Bitrix24 logo

Bitrix24

4.6App Advisor rating

Free CRM with tasks, chat and website builder.

Free plan

Starts at

Free plan

View
Zoho CRM Plus logo

Zoho Corporation

4.6App Advisor rating

Unified customer experience suite from Zoho.

Made in India

Starts at

₹3,400/mo

View
SuiteCRM logo

SalesAgility

4.6App Advisor rating

Open-source CRM forked from SugarCRM.

FreeOpen source

Starts at

Free

View
Agile CRM logo

Agile CRM

4.5App Advisor rating

Sales, marketing and service CRM with free tier.

Free plan

Starts at

Free plan

View
Sales Simplify logo

Sales Simplify

4.5App Advisor rating

Lead and pipeline management for Indian SMBs.

Made in IndiaFree plan

Starts at

Free plan

View
Capsule CRM logo

Zestia

4.5App Advisor rating

Simple CRM for small businesses.

Free plan

Starts at

Free plan

View
CompanyHub logo

CompanyHub

4.5App Advisor rating

Customisable CRM for SMBs with sales automation.

Made in India

Starts at

₹1,200/mo

View
SalezShark logo

SalezShark

4.5App Advisor rating

CRM with sales intelligence and email marketing.

Made in India

Starts at

₹1,200/mo

View
Maple CRM logo

Denisys Technologies

4.5App Advisor rating

Cloud CRM for sales and service teams.

Made in IndiaBest value

Starts at

₹500/mo

View

See all 278 crm software products

What sales automation software should do

  • Lead capture from website, ads, IndiaMART and Justdial
  • Pipeline stages and deal tracking
  • WhatsApp, email and call logging
  • Lead distribution and round-robin
  • Task reminders and follow-up automation
  • Quotes and proposals
  • Mobile app with call tracking
  • Reports, forecasts and dashboards

How to choose sales automation software

Work out your sales motion first. High-volume telecalling needs dialler integration, call recording and lead distribution. Long-cycle enterprise selling needs pipeline stages, quote management and forecasting. Very few products do both well.

Check WhatsApp seriously. In India it is the primary sales channel for most SMBs, and 'WhatsApp integration' ranges from a click-to-chat link to a full Business API implementation with templates and automation.

Then check adoption. The best CRM is the one your team actually updates — if data entry takes more than a few seconds per interaction, it will quietly go unused within a quarter.

BudgetEntry pricing starts at ₹100/month in this list.

India fit208 of 277 are built in India, with GST and rupee billing handled natively.

Try before you buy56 products have a free plan you can run a real month on.

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Sales automation software — frequently asked questions

Which sales automation software is best in India?+

On App Advisor's ranking, Zoho CRM, Freshsales, LeadSquared lead this list of 277 products. "Best" depends on your size and workflow, so use the shortlist tool with your budget and team size rather than taking a ranking at face value.

How much does sales automation software cost?+

Published pricing in this list starts at ₹100 per month. 56 of the 277 products have a free plan. Products sold only on request show "On request" — we never estimate a price a vendor has not published.

Is there free sales automation software?+

Yes — 56 of the 277 products here have a real free tier, not just a trial. Free plans usually cap users, records or transactions, so check the limit against your monthly volume before you commit.

Is there sales automation software made in India?+

208 of the 277 products listed are built in India. That usually means GST, TDS and UPI are handled natively, support runs in Indian hours and invoices come in rupees.

Which CRM is best for a small business in India?+

For under ten users, products with a free or low-cost tier and fast setup usually win — the cost of a long implementation outweighs any feature advantage at that size. Use our advisor to get a shortlist scored against your actual turnover, budget and integrations.

How much does CRM software cost in India?+

Free tiers exist from Zoho, HubSpot, Bitrix24 and Kylas. Paid plans run from roughly ₹500 to ₹3,000 per user per month; flat-fee Indian CRMs charge per organisation instead.

Will automated sales emails land in spam?+

They can if sent carelessly. Use a separate sending domain, set up SPF, DKIM and DMARC, warm the domain gradually, keep daily volumes sensible and personalise messages. Good sales automation tools enforce sending limits and flag bounces. Buying lists and blasting identical messages is the fastest way to ruin deliverability.

Can sales automation software make calls automatically?+

Most tools create call tasks and let reps click to dial through an integrated cloud telephony provider, with automatic logging and recording. Fully automated voice calls to prospects raise consent issues and TRAI rules on commercial communication, so most B2B teams keep a human making the call and use automation for reminders and logging.

Is sales automation different from a CRM?+

A CRM stores contacts, deals and history; sales automation acts on that data by running follow-up sequences, assigning tasks and moving stages. Many CRMs include some automation, and standalone engagement tools sync with a CRM. If your CRM already covers your channels and sequences, a separate tool may not be necessary.

How do we stop reps from spamming prospects with automation?+

Set guardrails: managers approve sequence templates, daily sending caps apply per rep, opt-outs stop every channel instantly, and sequences end automatically when a prospect replies or books a meeting. Review reply sentiment and unsubscribe rates regularly, and retire steps that generate complaints.

Can field sales teams use sales automation on mobile?+

Yes, if the tool has a capable mobile app. Look for visit planning, GPS check-in, photo capture, voice notes turned into activity logs, and offline mode for areas with poor signal. Automation then schedules follow-ups after each visit. Test the app on the phones your field staff actually carry.

Do WhatsApp sales messages need approval?+

Business-initiated messages sent through the official WhatsApp Business Platform must use pre-approved templates, and the recipient must have opted in. Once the customer replies, a service window opens for freeform replies. Sales automation tools connected to the platform handle template submission, but you remain responsible for consent.

Related searches

India buyer's guide

Sales automation software in India: prices, free plans and how to choose

Sales automation software takes the repetitive work out of selling: sequencing follow-up emails, WhatsApp messages and call tasks, logging activities automatically, moving deals through pipeline stages and reminding reps when a prospect goes quiet. For Indian sales teams that juggle calls, WhatsApp chats and email with the same buyer, it keeps every touchpoint in one timeline and stops good prospects slipping through because someone forgot to call back on Thursday.

What separates strong products from weak ones is how well automation fits the way your team actually sells. Good tools let managers build multi-step cadences with conditions, sync with the dialler and the mailbox without manual logging, respect opt-outs and DLT rules, and show which sequence steps lead to meetings. Poor tools send identical blasts that damage sender reputation, log duplicate activities, and produce dashboards reps quietly game.

Best sales automation software in India: verified comparison

To find the best sales automation software for an Indian team, start from your sales motion. Inside-sales teams need cadences mixing calls, email and WhatsApp with auto-logging from a cloud dialler. Field teams need mobile task lists, check-ins and visit reports. Either way, judge conditional branching in sequences, email deliverability controls, pipeline automation triggered by stage changes, meeting booking links, and whether managers can see which steps actually produce replies and meetings.

ProductLowest published priceFree planFree trialDemo
Ozonetel CloudAgent logoOzonetel CloudAgentMade in IndiaNot published——On request source
Knowlarity logoKnowlarityMade in India₹1,999 per month source—Yes sourceOn request source
MyOperator logoMyOperatorMade in India₹5,000 per month (10 users) source—Yes sourceOn request source
Servetel logoServetelMade in India₹1,599 per user/month source—7 days sourceOn request source
Acefone logoAcefoneMade in India₹1,599 per user/month source—7 days sourceOn request source
Zoho Voice logoZoho VoiceMade in India₹699 per user/month sourceYes source15 days sourceOn request source
Aircall logoAircallNot published——On request source
PhoneBurner logoPhoneBurnerNot published—Yes sourceOn request source
Avoma logoAvomaNot published—14 days sourceOn request source
Justcall logoJustcallNot published—14 days sourceOn request source
Ubona logoUbonaMade in IndiaNot published——On request source

Checked on each vendor's official website (September 2026). A dash means the vendor does not publish it or we could not verify it — not that the feature is missing. Prices exclude GST unless the source says otherwise. App Advisor publishes no user ratings.

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Choosing sales automation software: top picks, Indian options and reviews

Top sales automation software for small business in India

Small sales teams benefit most from automation that saves typing. Prioritise automatic capture of calls and emails into the deal record, simple follow-up reminders, templates for quotes and WhatsApp messages, and a pipeline view the owner can check on a phone. Complex multi-branch cadences and heavy forecasting modules can wait. Make sure the tool works with the email and phone setup you already use.

Indian sales automation software

Sales automation built in India tends to prioritise WhatsApp as a primary channel, integrate with Indian cloud telephony and virtual numbers, handle Indian phone formats and multi-language templates, and generate quotations with GST breakups and INR pricing. Support in IST hours, rupee billing with GST invoices, and data hosted in India are other common differences, alongside field-sales features like GPS check-ins and beat plans.

Ozonetel CloudAgentKnowlarityMyOperatorServetelAcefoneCallHippoZoho VoiceFreshcaller (Freshdesk Contact Center)

Sales automation software reviews in India

App Advisor does not publish user ratings, so use reviews elsewhere only to spot recurring themes. For sales automation, the typical complaints are poor email deliverability, clunky mobile apps and activity logs that miss calls. During a trial, verify these yourself: send a sequence from a warmed domain and check inbox placement, make calls through the integrated dialler and confirm they log with recordings, and ask two reps to use the mobile app for a week. How App Advisor rates software.

Sales automation software comparison in India

In your comparison, include sequence builder flexibility, channels supported per step, email sending limits and deliverability tools, dialler and WhatsApp integrations, automatic activity logging, pipeline and stage automation, quotation generation, territory and round-robin assignment, manager analytics on step performance, mobile app features, CRM compatibility, and how opt-outs are enforced across channels. Weigh cost per rep against the number of manual tasks it removes.

What sales automation software costs in India

Sales automation software price in India

Sales automation software is most commonly priced per sales user per month, with higher tiers unlocking advanced sequences, AI assistance, forecasting and analytics. Dialler minutes, WhatsApp conversations and SMS are usually billed per use on top of seat fees. Some vendors sell sequences as an add-on to their CRM, while standalone engagement platforms may cap the number of active prospects in sequences per seat.

  • Knowlarity — from ₹1,999 per month (Unlimited Contact Center Plan (Inbound)) source
  • MyOperator — from ₹5,000 per month (10 users) (Sedan) source
  • Servetel — from ₹1,599 per user/month (Professional (Contact Center Studio)) source
  • Acefone — from ₹1,599 per user/month (Professional (Contact Center Studio)) source
  • Zoho Voice — from ₹699 per user/month (Basic) source

Sales automation software subscription cost in India

Every published plan, its billing term and whether GST is extra is on the sales automation software price list for India, each price linked to the vendor's own pricing page.

Free plans, free trials and demos

Free sales automation software in India

Free sales automation plans usually allow a small number of users, basic pipeline management and a few email templates, but restrict sequences, automated workflows, email tracking volume and integrations with diallers or WhatsApp. Reporting is often limited to simple counts. A free plan helps a founder organise follow-ups; a team that needs managers to design and measure cadences will need to pay.

Sales automation software free trial in India

Trial lengths as each vendor states them are listed on the free sales automation software page.

Sales automation software demo in India

Ask the vendor to build a live sequence in the demo with a condition, for example skip the call step if the prospect replied to email. Ask how sending limits and domain warm-up are handled, how WhatsApp templates are approved, how calls from your existing telephony provider are logged, how duplicate contacts are prevented, and what the mobile app shows a field rep. Request references to reports on step-level performance.

Sales automation software by type of business

Sales automation software for startups in India

Startups selling B2B need to find a repeatable motion fast, so they benefit from easy A/B testing of messaging, sequence analytics and a meeting booking link embedded in emails. Keep sending domains separate from the main company domain to protect reputation. Choose tools that integrate with the CRM you will keep as you grow and that bill per active user so hiring ramps do not create waste.

  • Knowlarity — “Small Business Enterprise Products Voice Cloud Contact Centre” source
  • Avoma — “Unlimited AI Meeting Assistant and 1:1 Scheduler for small teams.” source

Sales automation software for MSMEs in India

MSMEs typically have a handful of salespeople selling to dealers and business buyers over phone and WhatsApp. Useful automation includes follow-up reminders after quotes, payment reminders synced with accounts, WhatsApp catalogue sharing, and simple daily reports sent to the owner. The tool should be easy for salespeople who are not desk-bound, with voice notes and call logging that works on basic Android phones.

  • Knowlarity — “Small Business Enterprise Products Voice Cloud Contact Centre” source
  • Avoma — “Unlimited AI Meeting Assistant and 1:1 Scheduler for small teams.” source

Sales automation software for manufacturers in India

Manufacturers selling through distributors and to project buyers need automation around RFQs, quotation revisions, sample dispatch follow-ups and reorder reminders. Look for quote templates with HSN codes and GST breakups, approval workflows for discounts, reminders tied to expected order dates, and integration with ERP for stock and pricing. Field sales engineers need visit planning, check-ins and meeting notes captured from mobile.

Sales automation software for retailers in India

Retailers use sales automation mostly for high-value or considered purchases, such as furniture, electronics, jewellery or vehicles, and for B2B or corporate orders. Useful features include enquiry-to-visit follow-ups, WhatsApp reminders for pending decisions, store-level assignment, and handoff to billing. Retailers selling to institutions benefit from quote tracking and repeat-order reminders to procurement contacts. Showroom staff should be able to log a walk-in from a tablet in seconds.

Sales automation software for agencies in India

Agencies use sales automation both for their own new business and for running outbound campaigns on behalf of clients. Look for multiple sending identities and workspaces per client, reporting on replies and meetings booked per campaign, and domain management to protect client reputations. Compliance matters: messages must follow client consent rules, and the agency should keep opt-out lists synchronised across every campaign.

GST and switching providers

Sales automation software with GST support

Sales automation tools that generate quotations should support GST correctly: showing HSN or SAC codes, applying CGST and SGST or IGST based on place of supply, and capturing the buyer's GSTIN so it flows into the eventual invoice in your billing system. For the subscription itself, request a GST tax invoice in your company's name so the 18% GST can be claimed as input tax credit.

Sales automation software alternatives in India

Look at alternatives when reps bypass the tool, when deliverability keeps falling, when channel integrations such as WhatsApp or your dialler are missing, or when a CRM you already pay for now offers comparable sequences. Before moving, export contacts, deals, activity history and sequence templates, check whether call recordings can be downloaded, review notice periods, and plan the switch between sales cycles so active cadences are not cut off mid-way.

Ozonetel CloudAgent alternativesKnowlarity alternativesMyOperator alternativesServetel alternativesAcefone alternativesCallHippo alternatives

Partner, affiliate and reseller programs

Sales automation software affiliate program in India

Affiliate programmes for sales automation tools pay creators, trainers and consultants for referrals that turn into paid subscriptions. Check whether rewards are one-time or recurring, the attribution window, whether partner links can be used in paid ads, how refunds affect payouts, and whether payments to India are made in rupees or foreign currency with the associated paperwork.

Sales automation software partner program in India

Partner programmes in this category usually target sales consultants and CRM implementers who design processes, build sequences and train teams. Look for implementation certification, sandbox accounts, deal registration, and clarity on who owns the client relationship. Check if partners can bill implementation fees independently and whether the vendor offers leads to certified partners in your region.

Sales automation software reseller program in India

Reselling sales automation software typically involves buying licences at a discount and billing clients directly, often bundled with telephony or CRM services. Before signing, understand who provides support, whether you can resell usage such as dialler minutes and WhatsApp conversations, minimum purchase commitments, pricing controls, and data ownership obligations towards your customers. Clarify, too, who configures cadences for each customer at onboarding.

  • Knowlarity — Channel Sales Partner (reseller) program page
  • Zoho Corporation — Zoho Affiliates / partner programs (affiliate): Earn commissions for promoting Zoho and driving sales. program page

All verified programs across categories are in the software partner program directory. More India software guides: business software in India.

Sales automation software in India: FAQs

Will automated sales emails land in spam?+

They can if sent carelessly. Use a separate sending domain, set up SPF, DKIM and DMARC, warm the domain gradually, keep daily volumes sensible and personalise messages. Good sales automation tools enforce sending limits and flag bounces. Buying lists and blasting identical messages is the fastest way to ruin deliverability.

Can sales automation software make calls automatically?+

Most tools create call tasks and let reps click to dial through an integrated cloud telephony provider, with automatic logging and recording. Fully automated voice calls to prospects raise consent issues and TRAI rules on commercial communication, so most B2B teams keep a human making the call and use automation for reminders and logging.

Is sales automation different from a CRM?+

A CRM stores contacts, deals and history; sales automation acts on that data by running follow-up sequences, assigning tasks and moving stages. Many CRMs include some automation, and standalone engagement tools sync with a CRM. If your CRM already covers your channels and sequences, a separate tool may not be necessary.

How do we stop reps from spamming prospects with automation?+

Set guardrails: managers approve sequence templates, daily sending caps apply per rep, opt-outs stop every channel instantly, and sequences end automatically when a prospect replies or books a meeting. Review reply sentiment and unsubscribe rates regularly, and retire steps that generate complaints.

Can field sales teams use sales automation on mobile?+

Yes, if the tool has a capable mobile app. Look for visit planning, GPS check-in, photo capture, voice notes turned into activity logs, and offline mode for areas with poor signal. Automation then schedules follow-ups after each visit. Test the app on the phones your field staff actually carry.

Do WhatsApp sales messages need approval?+

Business-initiated messages sent through the official WhatsApp Business Platform must use pre-approved templates, and the recipient must have opted in. Once the customer replies, a service window opens for freeform replies. Sales automation tools connected to the platform handle template submission, but you remain responsible for consent.

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