6 Must-Have Sales Automation Softwares for B2B SaaS Teams

Sales teams in the B2B SaaS space usually stay under constant pressure to generate leads, follow up at scale, personalize outreach, and close deals faster. 

Manually managing this entire pipeline is not just inefficient, it's impossible at scale.

That’s why teams adopt sales automation software.

The right tools can streamline outreach, personalize communication, and shorten your sales cycle - all while giving your team more time to actually sell.

But with hundreds of options, which ones truly matter for B2B SaaS?

We’ve done the research and compiled a practical list of the top 6 must-have sales automation softwares for high-performing B2B SaaS sales teams.

What Is Sales Automation Software?

Sales automation software refers to digital tools that automate repetitive, manual tasks across the sales process. This includes:

• Lead generation

• Email outreach

• Call scheduling

• Follow-ups

• CRM updates

• Reporting and analytics

The goal? 

To help sales reps focus on closing deals instead of managing spreadsheets.

Why Do B2B SaaS Sales Teams Need Sales Automation?

For B2B SaaS, long sales cycles and multiple stakeholders are common. 

Sales automation helps by:

• Increasing productivity: Reps save time on repetitive outreach.

• Improving lead quality: Tools can qualify leads based on behavior.

• Enhancing personalization at scale: AI-powered tools personalize messaging automatically.

• Reducing human error: No more missed follow-ups or outdated data.

• Boosting conversion rates: Automated workflows ensure timely, consistent outreach. A Nextiva review highlights how integrating sales automation with VoIP solutions can further amplify these benefits, particularly through reliable call recording and seamless cloud calling.

6 Best SaaS Sales Automation Software Every Outbound Team Needs

Now let’s look at the top SaaS sales automation tools that I have picked for this article.

Here’s a quick overview of the tools listed 👇🏻

Now we’ll discuss about the tools in details.

#1. SmartReach.io 

• Best for: AI-powered cold outreach, email deliverability, multi-channel engagement

• Free Trial: 14 days

• Pricing: Starts at $29/month

Why SmartReach.io?

SmartReach.io is a powerful sales engagement platform that combines AI, automation, and deliverability tools to drive revenue for B2B SaaS teams.

Unlike traditional outreach tools, SmartReach.io is built for intelligent automation helping SDRs, AEs, and sales ops teams to personalize and scale outreach across email, LinkedIn, WhatsApp, and calling.

Key Features of SmartReach.io:

• AI-powered Magic Content for personalized email copy generation

• Smart follow-ups with reply-based triggers

• Shared inbox and collaborative selling

• Team reports, analytics, and A/B testing

• Native integrations with HubSpot, Pipedrive, Salesforce, Zoho & more

• Built-in SPF, DKIM, DMARC tools for email deliverability

• Advanced prospect management with tags, filters, and custom fields

• Built-in B2B lead database of over 200 million US contacts

What Makes It Stand Out?

SmartReach.io doesn’t just automate. It understands recipient behavior. 

With AI content generation and prospect-level insights, teams can automate smarter, not harder.

You get a full suite for sales prospecting.

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#2. Outplay 

• Best for: Multi-touch cadences and rep productivity

• Free Trial: 14 days

• Pricing: Starts at $39/month per user

Why Outplay?

Outplay offers a unified multi-channel platform (email, call, LinkedIn, SMS) that helps reps engage leads across the buyer journey.

Key Features of Outplay:

• Custom multi-step sequences

• Native CRM integrations

• Email, LinkedIn, SMS & phone outreach

• Meeting scheduler and calendar sync

• Analytics dashboard with rep performance metrics

What makes Outplay stand out?

Its drag-and-drop sequence builder makes campaign setup fast and intuitive, even for non-tech-savvy salespeople.

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#3. Reply.io 

• Best for: AI-driven email personalization and sales productivity

• Free Trial: 14 days

• Pricing: Starts at $60/month per user

Why Reply.io?

Reply.io is known for automating cold emails while retaining a human touch, thanks to its AI email assistant.

Key Features of Reply.io:

• AI email writing and A/B testing

• LinkedIn automation and Gmail extension

• Cloud calls and SMS automation

• CRM syncing with Salesforce, HubSpot, Pipedrive

• Inbox rotation for higher deliverability

What makes Reply.io stand out?

Reply’s AI Assistant generates email variants based on the target persona — allowing personalized, high-performing outreach at scale.

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#4. Salesloft 

• Best for: Large sales teams with complex workflows

• Free Trial: Not available

• Pricing: Contact sales for quote

Why Salesloft?

Salesloft helps enterprise SaaS sales teams with robust cadence management, advanced analytics, and AI-driven guidance.

Key Features of Salesloft:

• Email, call, and social automation

• Deal forecasting and pipeline insights

• Conversational intelligence

• Real-time buyer engagement analytics

• Salesforce integration

What makes Salesloft stand out?

Salesloft’s AI-driven insights predict which actions will drive engagement — ideal for data-driven SaaS teams.

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#5. Close 

• Best for: Startups and small SaaS teams needing automation + CRM

• Free Trial: 14 days

• Pricing: Starts at $49/month per user

Why Close?

Close combines CRM and automation in one platform, making it ideal for SaaS startups that want to manage deals, calls, and follow-ups from a single dashboard.

Key Features of Close:

• Smart views and search-based lead segmentation

• Email sequences and SMS automation

• Built-in VoIP calling and call recording

• Pipeline and activity reporting

• Native CRM built for salespeople

What makes Close stand out?

With Close, your sales CRM becomes your automation engine — no need to duct tape tools together.

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#6. Lemlist 

• Best for: Creative personalization at scale

• Free Trial: 14 days

• Pricing: Starts at $59/month per user

Why Lemlist?

Lemlist stands out for its visual personalization features  allowing you to send cold emails with dynamic videos and images.

Key Features of Lemlist:

• Image and video personalization

• Multi-step sequences across email, calls, and LinkedIn

• Deliverability booster and warm-up tools

• Lemwarm for automatic inbox warming

• Custom landing pages for prospects

What makes Lemlist stand out?

Perfect for B2B SaaS teams looking to boost reply rates with creative, visual outreach.

What’s the best way to choose the right sales automation software?

Choosing the right tool depends on your team size, sales process complexity, and integration needs. Here’s a step-by-step approach:

Step 1) Define your core automation needs:

• Do you need multi-channel outreach (email, calls, LinkedIn)?

• Are you struggling with low reply rates or email deliverability?

• Do you need a built-in CRM or prefer integrating with your existing one?

Step 2) Evaluate based on features that match your sales maturity:

Step 3) Prioritize integrations and ease of use:

Choose platforms that connect to your CRM, calendar, VoIP, and enrichment tools. This reduces data silos and increases productivity.

Can I use multiple sales automation tools together?

Yes  and in some cases, it’s actually better. 

Here’s how:

Case 1 → SmartReach.io + Lemlist

Use SmartReach.io for high-volume, data-driven outreach, and Lemlist for sending occasional personalized video/image emails to top prospects.

Case 2 → Reply.io + Salesloft

Use Reply.io’s AI writing tools with Salesloft’s advanced forecasting to balance personalization and pipeline visibility.

Case 3 → Close + SmartReach.io

Use Close as your central CRM and calling platform, while running automated multi-channel sequences via SmartReach.io for outbound.

💡Pro Tip: Start small, automate gradually

Don’t automate everything at once. 

Begin with a few high-impact workflows  such as automated follow-ups or cold email sequences  and expand as your team scales.

Final thoughts

Sales automation is a necessity in 2025. 

Choose the right tools that can shave hours off your weekly workflow, boost reply rates, and increase your pipeline velocity.

Whether you’re a lean startup or a scaling SaaS team, tools like SmartReach.io, Outplay, and Reply.io can help automate your way to success  without compromising on personalization.

For the best experience, try the free trial of all the software first before you committ a subscription fee.

Frequently Asked Questions (FAQ)

Q. What is the best sales automation software for B2B SaaS teams?

SmartReach.io stands out as the best all-in-one sales engagement platform for B2B SaaS teams, thanks to its AI capabilities, deliverability tools, and multi-channel outreach.

Q. How do I choose the right sales automation tool?

Look for tools that integrate with your CRM, support multi-channel outreach, offer AI personalization, and provide reporting to optimize campaigns.

Q. Can small SaaS startups afford sales automation?

Yes. Tools like SmartReach.io and Close offer affordable plans tailored for startups while still providing robust automation features.

Q. Why is AI important in sales automation?

AI helps personalize outreach, optimize subject lines, automate responses, and prioritize leads making your outreach more relevant and efficient.