Boost Sales & Close Deals Faster
with Powerful Sales Automation
Software
Automate your sales process, stay on top of every lead, and close deals faster—while our sales automation software handles the busy work for you.
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How to Set Up Sales Automation
Feature in LeadHeed CRM Software?
Getting started with LeadHeed’s sales automation feature is quick and easy. Sign up, import your leads, and set up automation rules. Customize workflows, automate follow-ups, and assign tasks to your team. Plus, integrate your tools and track performance effortlessly.








How Does LeadHeed CRM Sales Automation Software Work?
LeadHeed CRM simplifies and automates your sales process, making it simpler to handle leads and close deals.
Captures & Organizes Leads
CRM imports and sorts the leads automatically and also stores them in a centralized location for easy access and quick decision-making.
Automates Follow-ups & Tasks
It automates follow-ups and reminders so that your team can interact with leads at the appropriate time without any manual effort.
Tracks, Analyzes & Closes Deals
The tool tracks lead interaction, provides real-time analysis, and allows your sales team to close deals in less time by streamlining the sales pipeline.
What is CRM Sales Automation?
CRM sales automation is a system that helps businesses handle and improve their sales process by automating processes. Instead of doing everything manually, salespeople use CRM software to automate follow-ups, reminders, and assigning tasks. This accelerates the sales process and streamlines it.
For example, when a new lead is entered, the CRM can automatically create a follow-up task for a salesperson or send a welcome message. It can also track where leads are in the process of being moved through the sales pipeline so teams know when to act. Overall, CRM sales automation saves time, reduces human errors, and lets sales teams focus on what really matters: closing deals and building relationships with customers.
Benefits of Sales Automation
When Using a CRM
Sales automation in a CRM allows companies to work smarter, not harder. It speeds up processes, handles leads, and improves sales outcomes.
Increased Efficiency
Automation of repetitive tasks saves time, and your team can concentrate on high-value activities, making the sales process quicker and more efficient.
Improved Lead Management
CRM sales automation sorts and tracks leads automatically without anything falling through the cracks. It prioritizes each lead properly, improving conversion rates.
Better Sales Insights
With everything in one place, sales teams have real-time visibility into lead activity, allowing them to make informed decisions and optimize their sales process.

Effective contact management is at the heart of any successful business strategy.

Time Savings
With automatic reminders, follow-ups, and task assignment, your team saves time from doing manually, and they can focus on working with more leads and closing more deals.
Faster Follow-ups
Automated reminders and follow-ups ensure timely communication, providing a greater likelihood of converting leads into customers by never missing an opportunity.
Reduced Human Error
Automation reduces the scope for error and offers reliability when it comes to follow-ups, task distribution, and managing leads, hence bringing more accurate results.
Comparison of Top CRM Sales Automation Software
Explore the best CRM integration tools to boost efficiency and streamline your workflow.
This quick comparison highlights top software based on features, ease of use, and
compatibility, helping you choose the right fit for your business.
Features ![]() Companies ![]() | ||||
---|---|---|---|---|
Contact Management | ||||
Lead Scoring | ||||
Sales Pipeline Management | ||||
Task Automation | ||||
Reporting & Analytics | ||||
Customer Segmentation | ||||
Workflow Automation | ||||
Social Media Integration | ||||
Real-Time Notifications | ||||
Chat and Messaging |
Best for
Who is LeadHeed’s CRM
Sales Automation Software Best For?
LeadHeed’s sales automation CRM software is designed to help businesses of all sizes and types to automate the sales process. It’s best for teams that prefer to work smarter.

Businesses of Different Sizes
Whether startups or enterprises, whether small or large, LeadHeed adapts to your needs, helping you automate sales tasks, track leads, and boost productivity in any size.

Different Types of Industries
Whether retail, tech, or healthcare, LeadHeed is flexible. It has a place in any industry to automate sales processes, enhance customer relationships, and enhance overall sales performance.

Different Teams of an Organization
Sales, marketing, customer service, and even management teams are the ones that can all benefit from LeadHeed, using its automation powers to perform better, save time, and get more out of what matters.
PRICING
Select a plan that suits you
Pay Monthly
$0
Per user, per month.
Billed Monthly.
Free trial
Get started with full access for a limited time, no credit card required.
Free 14-day trial. No card required
Our Free trial plan gives you:
- 5 users
- 10,000 contact management
- Limited contacts & companies
- Lead Source Tracking
$15
Per user, per month.
Billed Monthly.
Basic
Essential tools to help you grow, perfect for individuals and small teams.
Free 14-day trial. No card required
Everything in Free trial, plus:
- Bulk Contact Import/Export
- 2 Sales Pipeline Management
- Lead Scoring
- Sales Automation
- Workflow Tracking
- Task Reminders
Most Popular
$35
Per user, per month.
Billed Monthly.
Pro
Unlock advanced features and priority support, built for scaling businesses.
Free 14-day trial. No card required
Everything in Team, plus:
- Unlimited Sales Pipeline Management
- Email Automation
- Social Media Integration
- Form Builder
- Messaging and live chat
$0
Per user, per month.
Billed Annually.
Free trial
Get started with full access for a limited time, no credit card required.
Free 14-day trial. No card required
Our Free trial plan gives you:
- 5 users
- 10,000 contact management
- Limited contacts & companies
- Lead Source Tracking
$12
Per user, per month.
Billed Annually.
Basic
Essential tools to help you grow, perfect for individuals and small teams.
Free 14-day trial. No card required
Everything in Free trial, plus:
- Bulk Contact Import/Export
- 2 Sales Pipeline Management
- Lead Scoring
- Sales Automation
- Workflow Tracking
- Task Reminders
Most Popular
$28
Per user, per month.
Billed Annually.
Pro
Unlock advanced features and priority support, built for scaling businesses.
Free 14-day trial. No card required
Everything in Team, plus:
- Unlimited Sales Pipeline Management
- Email Automation
- Social Media Integration
- Form Builder
- Messaging and live chat
FAQ
Frequently Asked question
Everything you need to know about the product and billing.
What is sales automation in a CRM?
Sales automation in a CRM means using software to automatically manage tasks like follow-ups, reminders, and lead tracking, so your sales team can focus on selling rather than doing repetitive work.
How does sales automation improve sales performance?
Sales automation speeds up processes, reduces human error, and ensures leads are always followed up at the right time, helping your team close more deals and improve overall sales performance.
Why is sales automation important for businesses?
Sales automation helps businesses save time, increase efficiency, and make sure no leads are missed. It allows sales teams to focus on building relationships and closing deals rather than handling repetitive tasks.
How does LeadHeed’s CRM sales automation software work?
LeadHeed’s sales automation software automates follow-ups, lead tracking, and task assignments. It helps your team engage leads at the right time and manage the sales process more effectively with less effort.
What industries can benefit from LeadHeed’s sales automation features?
LeadHeed works for businesses in various industries like retail, healthcare, real estate, and technology. It can automate sales processes in any field, making it easier for teams to manage leads and close deals.
Can LeadHeed CRM automate my sales follow-ups?
Yes, LeadHeed CRM can automatically set up follow-ups for your leads. It sends reminders, schedules tasks, and ensures no lead is forgotten, making your follow-up process more efficient and timely.
How does LeadHeed help manage and track leads?
LeadHeed organizes your leads by categories, tracks every interaction, and provides real-time updates. This makes it easy to monitor lead progress and ensure timely follow-ups, improving lead management.
Is LeadHeed’s sales automation software easy to set up?
Yes, LeadHeed’s sales automation software is designed to be easy to set up. With simple steps, you can start automating tasks, tracking leads, and enhancing your sales process without hassle.

Still have questions?
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