Sales Force Automation Software

Top 7 Free and Open Source Sales Force Automation Software

Top 7 Free and Open Source Sales Force Automation Software

In a world where artificial intelligence and machine learning are taking root in everyday life, it is not surprising to see businesses trying to implement a part of the phenomenon into their processes. With the natural stress on the sales apparatus of the organization, there comes a time when processes need machine intervention as much as human ones.

Enter Sales force automation, which was created with the intention of allowing businesses greater accuracy in their sales process and flexibility with their sales staff. Today SFA tools are used almost everywhere around us - from a milling factory, to even the most sophisticated enterprises. 

This blog tells you everything you need to know about Sales Force Automation Software. It has been exclusively created to help you choose options that go light on the pocket when you seek to automate your entire sales chain. Firms having currently implemented SFA automation are reaping in the rewards on their balance sheet. 

So what are you waiting for?  

What is Sales Force Automation?

Companies desire the entire sales process - from lead generation to post-sales efficacy - to operate at 100 percent efficiency. This affects their control over the sales process, the profits the organization can derive, and the firm’s relationship with a wide spectrum of consumers. 

Sales Force Automation helps them achieve their ambitions. As the name suggests, SFA solutions allow users to automate specific processes throughout the sales pipeline. Activities such as lead generation, opportunity prospecting, contact management, process reporting, team collaboration and task management can all be automated. 

How does that help? Well, streamlining these tasks helps achieve maximum efficiency in the sales process. Not only is the lead-to-sale time rapidly reduced, but automated tasks are free of human error, which prevents leads dropping out of the funnel. The above advantages transform into exceptional business results - greater sales in shorter time spans, with exceptional customer relationships. 

A misfiring sales process is seen as the achilles heel for a number of organizations. Sales force automation is the ideal solution to help sales persons get their results and achieve the company’s goals.  

What is the purpose of Sales Force Automation?

The all-important sales process is susceptible to inefficiency. Not only are leads lost, but customer relationships are also in danger of being soured with ineffective communication and management. Salespeople are under pressure to meet targets and deadlines. However, if they let inefficiency take root in manual processes, then the profit of the business will suffer. 

Sales force automation cures the deficits in these manual processes. The software takes control of steps in the sales pipeline that need constant human attention and replace it with smart, automated programs that do the tasks without hiccups. Need to score a lead? Store potential customers’ contact details? Send out important emails to converts? 

No worries - sales force automation apps do the heavy lifting. This clears out sales peoples’ responsibilities - without needing to fix the nut and bolts the entire team can work on strategizing sales opportunities. It results in a well-oiled sales apparatus that focuses on how best to improve business.  Decisions can be taken on what type of emails to send, which lead to follow through, etc., so that there is streamlining. 

Besides just automation, SFA systems also allow managers to focus on the overall sales process - a bird's eye view of procedures in place- and make additions or subtractions so that the pipeline may function better. 

Finally, businesses need sales force automation for better customer relationships. The entire sales communication process can be tweaked to deliver the right message to consumers at the right time so that bonds can be cemented and customer service can be perfected at the same time. 

How has Sales Force Automation Helped Salespersons?

A true revelation in the software industry, sales force automation continues to refine the pipeline for enterprises. Processes that would need manual inputs are now being conducted effortlessly through automation. Think about activities like customer management to lead tracking- these are all activities that need rigorous follows-ups and constant inputs from sales people. 

With SFA automation, Salespersons can pursue goals closely related to the sales strategy. It includes deciding WHO to categorize as a lead for the business and WHAT needs to communicated to them.  Furthermore, administrative tasks tend to eat up a sales person’s time. Now, they can focus solely on critical tasks such as pitching, following-up with, and calculating estimates. 

Feedback loops are also important between managers and the feet-on-street squad. Thanks to Sales Force automation solutions, managers can devise methods to increase the efficiency of the salespersons as well as optimize the sales pipeline. 

Finally, sales automation improves customer satisfaction and retention thanks to the proactive nature of salespersons. The systems implemented can be used to analyze customer needs, and processes that need optimization to better pitch the ‘right’ product to the customers all the time. 

Can SFA Tools lead to better performance of the entire organization?

A revenue-less, and much less profit-less one, is in danger of being wiped out, especially in the digital age. A good sales process is absolutely necessary for the continued existence of any business. In this regard, sales force automation is a boon to many industries. With good SFA tools and processes, establishments can overcome core deficiencies in the operations.  

Firstly, sales force automation leads to better functioning of the entire sales department, taking over administrative tasks and allowing sales personnel to do what they are trained to do - SELL. Whether prospecting and pitching, up-selling and cross-selling, or solidifying the sales strategy, salespersons can now focus solely on getting the sale through the door. 

Good sales boost the operations department as well - better planning of resources, quicker manufacturing turn-around times are a must have to ensure sales requests are satiated. Logistics and supply chain components can be better optimally tuned to ensure the last mile delivery of goods and services. 

Even in software focussed enterprises -  sales force automation tools allow salespersons plan pitches of software products. The pirch can be centre-around personalized needs to customers, allowing salespersons, developers, managers, and everyone in the organization to coordinate and offer unmatched product capabilities to the client. 

Marketing can fine-tune campaigns to feed off input from the sales department. Hyper-personalized offerings, bundles, and proprietary services can be mixed among customers for the best possible result. This is thanks to real-time monitoring of the sales process and 

What is a Sales Force Automation Software? 

Any suite of digital functions, products, and services which collectively help businesses in automating parts of the sales pipeline is called a Sales Force Automation Software. The SFA software helps businesses reduce time spent on mundane sales tasks that include inventory management, lead management, quotes management, contact management, etc., thereby improving business efficiency, and by virtue of it - revenue and profits. 

Sales force automation systems increase the efficiency of everyone in the sales department, let alone the process itself. It helps reduce the pressure of redundant tasks, and improve customer retention and goodwill as well. 

Why do businesses need good SFA Software?  

Sales force automation software is worth its weight in code for most enterprises. Here are a couple of reasons why: 

  • Better efficiency of sales team  - acquiring, targeting, communication, and retention of customers now  becomes primary goal of sales persons 
  • Honing in the Sales Pipeline - Managers can better focus on processes and strategy thanks to sales force automation 
  • Better customer retention - Get customers to love your product with a better functioning sales team that knows exactly what they want, how they want it, and when they want it.  
  • Best Lead Control - Assign, control, and qualify leads cautiously in a shorter time, with sales force automation getting rid of redundant actions! . 
  • Better Management of Lead territories - Knowing exactly where the maximum revenue/clients come from. 
  • Better Opportunity Management - Know how to manage client interactions for sales and other tasks so that the entire funnel/pipeline remains unaffected. 
  • Forecast - Getting to know how many sales you’re going to complete at what time and by when! 
  • Reporting and Analytics - Figuring out best performing sales processes, thanks to the visualized reports provided by sales force automation tools. 
  • Competitive Intelligence - Sales force automation software prevents companies from stagnating only on a single strategy and helps them evolve on the business front.   

why businesses need SFA  

What are the benefits of Sales Force Automation Software?

SFA Solutions benefit businesses - small, medium or large - depending on the scale of their implementation. Some of the biggest advantages of their implementation are: 

benefits of sales force automation

Top 9 Free and Open Source Sales Force Automation Software 

comparison of sales force automation

*Freshsales - Offers a Free Trial period 

#1 SuiteCRM 

Regarded as one of the best open source sales force automation software in the world, SuiteCRM boasts of over 900,000 downloads and is laden with over 20 functionalities to ease and quicken the entire sales process.  The SFA tool helps you model and implement your own sales process, tailor-made for distinct customers while increasing loyalty. The automation of tasks gives companies the chance to increase customer loyalty and increase efficiency. The SFA solution boasts of over 4.5 million customers and a thriving community of developers, both of who actively participate to increase the functionality of the software. 

Suite CRM

Source - SuiteCRM

The most important features of SuiteCRM are as follows - 

  • Accounts Module
  • Leads Tracking
  • Opportunity Analysis dashboard
  • Reporting and Analytics Tools
  • Contacts Module 
  • Document storage 
  • Workflow analysis function
  • Invoice Tracker  
  • Email Marketing
  • Quotes assessment
  • Task handling tracker
  • Campaigns Analyzer
  • PDF Templates 

#2 OpenCRX

As an OSI certified BSD-style license holding sales force automation platform, OpenCRX aims to establish itself as a “reference service” for CRMs the world over. It helps establish numerous sales force automation functions such as sales pipeline planning, generation, fulfillment, and marketing activities with partners, service providers. 

The open source sales force automation software consists of a three-member core team that executes the administrative tasks such as planning the roadmap, conducting quality assurance, etc. Improvements to the software are provided through contributors all over the world - translators and developers. 

The SFA solution’s source code can be downloaded from the GIT repository, and it supports multiple CardDAV, IMAP, iCalendar, and CalDAV clients. OpenCRX also supports six different browsers, and 18 languages currently. Plans are currently on to make the sales force automation system an open source groupware server. 

OpenCRX sales force automation

Source - OpenCRX

Some of the features of OpenCRX are as follows - 

  • Account Management
  • Complex Legal Entities
  • Leads Tracker 
  • Opportunity Analysis
  • Quotes Checker 
  • Sales Analyzer and Tracker
  • Invoice Management
  • Complex Product Catalog
  • Complex Pricing Tools 
  • Task Management
  • Collaborative Sales Support
  • Territory Management  

#3 Bitrix24

The company renowned for a plethora of free and open source software, Bitrix24, has also released a free and open source sales force automation software. The sales management tool helps buyers train their sales staff, manage and collaborate with partners, while also combining traditional CRM functions. The SFA automation software is available as a cloud solution (12 user limit) or an on-premise open source sales force automation software. 

Sales force automation bitrix 24

Source - Bitrix24

Some features of  Bitrix24 sales force automation system are as follows - 

  • Lead Management
  • Email Marketing functions 
  • Document management 
  • Third-Party integration 
  •  Reporting and Analytics dashboard
  • Workflow management systems 
  • Partner Management Tools - Collaboration, Support, Training
  • Calendar Management tools 
  • Business Process Designer
  • Online Meeting Manager
  • Enterprise Social Network 

#4 VTiger CRM

A dedicated open-source sales force automation solution, VTiger helps increase the all-round performance of your sales team and reduce turn-over time. They claim to be trusted by over 300,000 businesses worldwide, providing visualized sales pipelines and forecasting, instant customer response tools, multi-channel communication, sales meet scheduling, team performance optimization, and more! That’s not all - it also allows you to import data from multiple CRMs. The company prides itself on software products that are easily customizable, easy to use, and provide world-class customer support. 


Source - VTiger

The features of VTiger are: 

  • Email Marketing
  • Collaboration Tools
  • Document storage
  • Calendar integration 
  • Task Management
  • Sales Analytics and Reporting Dashboard
  • Workflow Management
  • Mobile Support 

#5 X2CRM

The open source sales force automation software is a Gartner 2019 Magic Quadrant inductee for sales force automation and lead management. It is composed of a modern architecture CRM tool that combines the benefits of workflow management and automation on a single platform for users’ advantage!  The software also consists of an X2RESTful-API which can integrate into any modern framework, while the X2 Hub Cloud Connector helps users stay connected to a variety of Google’s services.   

The X2 Sales Platform helps boost sales performance. Forecast growth, check a visualized sales pipeline, and prevent deal fall-outs. 


Source - X2CRM

Some of the most important features of X2CRM are: 

  • Sales Funnel Reports 
  • Sales Process Pipelines 
  • Email Marketing Management
  • Quoting tracker 
  • Invoice management
  • Alerts and notifications 
  • Reporting and Analytics Dashboard
  • Contact history and management 
  • Opportunity tracking 
  • Record and document storage 

#6 FreeCRM 

A completely free sales force automation software, FreeCRM promises complete control and excellence in all your sales activities - from tracking leads to channel marketing. The software has a customizable interface to help you filter data, and show you exactly what you want to see. The SFA automation tool runs on Amazon AWS cloud service and always strives to be available 99.9999% of the time so that businesses - irrespective of their size - can take advantage of an all-in-one solution. The company is expected to support both Android and iOS devices in the future. 


Source - FreeCRM  

Some features of FreeCRM are as follows: 

  • Unlimited Storage 
  • Data Backup
  • Quickbooks
  • Social Media Integration 
  • Email Marketing
  • Data Import Tools 
  • Data Analytics and Reporting Dashboard 
  • Forecasting systems 
  • Document management
  • User-Role Authentication 
  • Google Sync

#7 Freshsales CRM:

This sales force automation CRM is the latest out of the Freshworks stable, known for their excellent suite of enterprise software. The SFA solution is trusted by over 40,000 customers and offers organizations a better-managed sales pipeline. The software’s AI-powered backbone helps you not just score leads better, but also converse with audiences better, create forms, and manage the activities of salespersons better. 


Source- Freshsales

Some of the best features of Freshsales are as follows - 

  • Lead Management 
  • Contact Management
  • Email Marketing
  • Reporting and Analytics Dashboards
  • Workflow Management
  • Territory Management
  • Sales Sequences 
  • Third-Party Integrations 
  • Webforms 
  • Deal Management
  • Account Management

Besides the above, there remain many options in the market such as SalesforceCRM, Pipedrive, and Copper, each with unique features and pricing. However, one of the most popular options in the market is Zoho Corp specialized sales CRM. 

Zoho CRM

One of the best sales force automation software, Zoho’s CRM promises to transform your business with its offerings. The CRM tool refines sales force automation with its many subset of tools which help with customer engagement, sales effectiveness, and administrative tasks. Zoho can also integrate with nine core productivity applications. The SFA tool is not only reasonably priced but also offers a free trial. 

Zoho CRM

Source - ZohoCRM

Some of the most interesting features of Zoho sales force automation CRM are as follows:

  • Lead Management 
  • Deal Management
  • Account Management 
  • Contact Management
  • Workflow Automation 
  • Forecasting 
  • Sales Analytics and Reporting Dashboard
  • Mobile platform independence 


If your business is in the old stream of initiating and executing sales processes, then sales force automation will be a breath of fresh air to you.  Sales force automation tools help businesses clean up a stagnating system that could be the difference between their continued profit-making or decline on the sales side. Whether it be inside sales or bulk and cross-selling, SFA automation has proved itself as a solution that can expedite business operations. 

Loved this article? Let us know in the comments section below! We realize that to be an exceptional resource for consumers, such as yourself, a variety of information is needed. Therefore, besides just free and open source sales force automation software, we have published a buyer’s guide detailing different kinds of sales force automation technology. Head over to our  GoodFirms’ Software Directory, and get the ideal software for all your needs. 

Jason Adams
Jason Adams

Jason Adams is a writer with a keen interest to continue learning and develop his research abilities. An avid reader and an eye towards growth, he is associated with GoodFirms, a frontline, and evolving reviews and rating platform.

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