You’re here because parts of your sales workflow are eating up your time.
The follow-ups. The CRM updates. The lead researcher.
You don’t need another tool to “manage” it all.
You need something that can automate your sales workflow and give you that time back.
That’s what this article is built to help you with.
Here’s what I’ve got for you:
If you’re ready to make your sales process faster, easier, and way more scalable, let’s get started.
Sales workflow automation means using a tool to take care of the boring, repetitive parts of your sales process, so you don’t have to do them yourself every single time.
Instead of manually sending follow-ups or moving deals through stages, the tool does it for you.
Here’s what it usually replaces:
These might seem small on their own, but together, they take up hours every week.
Once you start automating your sales workflow, here’s what changes:
It’s not about doing more work. It’s about doing less of the stuff that slows you down.
Before you pick any tool, it’s worth knowing what actually matters.
Not every tool will fit how you work, and the last thing you need is something that adds more complexity.
Here’s what to keep an eye on:
If you’re already using a CRM, email platform, or a lead list tool, the automation tool should work with those.
No one wants to copy-paste between platforms every day.
Some tools only send follow-ups. Others handle everything—from lead routing to updating deal stages.
Figure out how much of your workflow you want to hand off, and check if the tool can do that.
Every sales process is different.
You might need to change how emails sound, how tasks are triggered, or when leads get assigned.
Good tools let you customize all of that.
Maybe you’re running solo right now. But in a few months, that might change.
Pick something that won’t break when your pipeline grows or your team expands.
It helps to have onboarding, docs, or even someone to chat with if you get stuck.
Especially if you’re setting things up for the first time.
You’ll want to see what’s being automated, what’s getting results, and what needs a tweak.
Look for tools that give you real data, not just dashboards for the sake of it.
Once you’ve checked these boxes, choosing the right tool gets a whole lot easier.
And the chances of wasting time (or money) drop way down.
Some tools handle emails. Others update CRMs. Agent Frank does both—and a lot more.
Agent Frank works as an AI SDR that helps you in automate the parts of your sales workflow that eat up time and energy.
Also Read: AI Sales Agent: Examples, Benefits, How to Choose the Right One?
From finding new leads to booking meetings, it takes care of the whole SDR process, without needing extra tools or extra hires.
Here’s how it fits everything we just talked about:
Frank is part of the Salesforge ecosystem, so it plays nicely with tools like Mailforge (for email delivery), Warmforge (for warming inboxes), and Leadsforge (for prospecting).
No need to duct tape five tools together. It’s all built to work as one.
Frank doesn’t just send outreach. It:
If it’s part of the SDR workflow, Frank automates it.
You can tweak everything—
So it doesn’t feel like a cookie-cutter bot—it learns and adapts.
Need 1,000 leads this month? Or 10,000 next quarter?
Frank adjusts based on how many prospects you want in your pipeline, without the need to hire or train anyone new.
You’re not left on your own here.
A dedicated Account Manager helps you set things up, customize your agent, and optimize over time.
You also get a shared Slack channel to reach out anytime.
Everything Frank does is visible on your dashboard.
You can monitor open rates, replies, and booked meetings, as well as tweak your campaigns based on live data.
Starts at $416/month
(Compare that to a traditional SDR stack that can easily cross $8,000/month in tools, data, and salaries.)
If your current workflow feels heavy or scattered across too many tools, Agent Frank helps pull it all into one smooth, automated system—so you can spend less time managing tasks, and more time closing deals.
If you want to automate the basics of your sales workflow, without juggling a bunch of tools, HubSpot Sales Hub could be a good starting point.
It’s a clean, beginner-friendly CRM that helps you keep track of leads, send follow-ups, and manage deals—all from one place.
Here’s how it stacks up:
HubSpot plugs into Gmail, Outlook, Slack, and more.
So if you’re already using those, the setup feels smooth and familiar.
Once things are set up, it can help you:
Great for cutting down busywork—especially if you’re handling outreach solo.
You can customize deal stages and build workflows.
But heads up: that flexibility really opens up only if you’re on the Professional or Enterprise plans.
Lower tiers don’t offer much room to tweak things deeply.
As your team or pipeline grows, you might need more users, more workflows, and better reporting.
That’s when costs start adding up. What starts at $15/user/month can jump to $90 or $150/month per seat if you need more control.
Setup is quick, the interface is simple, and there’s plenty of help content if you need a hand.
But if something breaks or you need fast support, especially on lower plans, response times can be slow.
You can track deal progress, email activity, and sales forecasts with easy-to-read dashboards.
If you’re just getting started, that’s often enough.
Let’s keep it real—HubSpot isn’t perfect for every use case:
If your goal is to get organized, follow up consistently, and automate the basics—without jumping between tools—HubSpot Sales Hub makes that easy.
But if you know you’ll need advanced workflows, flexible automation, or faster support, you may outgrow the lower plans quicker than expected.
If your cold emails feel like they’re being ignored, Lemlist gives you a way to stand out.
Instead of sending plain text, it lets you add images, GIFs, and videos—so your emails feel more human, without spending hours writing each one from scratch.
Let’s see how it fits into your sales workflow:
Lemlist connects with most CRMs and email platforms.
So if you already have a system in place, it won’t mess up your flow.
You can set up automated sequences that include:
Everything runs on autopilot once it's set.
You get templates, drag-and-drop builders, and options to add personal touches like names, images, and short videos.
If you want to be creative with your outreach, this helps without taking forever.
Whether you're managing 3 email accounts or a whole team, you can scale up with the Multichannel or Enterprise plans.
Lemlist helps protect your deliverability by warming up your email domains.
You won’t need a separate warm-up tool.
If you want to boost replies by making your emails feel more personal, without doing it all manually, Lemlist might be a good fit.
Just make sure you’re comfortable setting things up and writing your own messages.
We Tested 3 Lemlist Alternatives For Cold Outreach: Here's Our Findings
If you're tired of using separate tools to find emails, verify them, and then follow up, Snov.io keeps it all in one place.
It’s built for simple, no-frills outreach, especially if you're working solo or with a small team.
Here’s how it fits into your sales workflow:
Snov.io includes a browser extension that works with LinkedIn and lets you pull leads directly into your dashboard.
It also connects with Gmail and other email platforms.
You can build drip campaigns with automatic follow-ups, schedule emails, and track replies—all from the same tool.
You don’t need a separate tool to find leads.
Snov.io includes:
All in one dashboard.
There’s almost no learning curve.
Setup is quick, and you don’t need a team to make it work.
If you just want to find leads, verify emails, and send follow-ups without switching between tools, Snov.io does the job well.
It’s not fancy, but it’s practical for basic outreach.
5 Best Snov.io Alternatives For Cold Email Outreach
If you already have a list of leads and you’re doing cold outreach daily, Close CRM helps you keep it all in one place—calls, emails, pipeline tracking, and tasks.
It’s not for lead generation, but once you’ve got leads, it’s great at helping you close them.
Here’s how it holds up:
Close merges your CRM, email inbox, SMS, and phone dialer into one tool.
So you’re not switching tabs just to follow up.
You can build email sequences, track replies, log calls, and take notes—automatically.
It helps you stay on top of every lead, without anything falling through the cracks.
You can filter leads based on actions, replies, or deal status.
It’s not just a list—it’s a system you can actually work from.
The layout is clean and simple, even for people who aren’t tech-savvy.
That makes it easier to train or get started quickly.
Optional Add-ons:
If you already have your lead list and just need a fast, clean way to email, call, and follow up, Close CRM keeps it simple.
It’s not for sourcing leads, but it’s strong on managing them.
By now, you’ve seen what different tools can do to help you automate your sales workflow in 2025.
And the real goal?
To save time, keep your pipeline moving, and give you or your team more space to actually sell, not just manage tasks.
And if you’re exploring how to replace an entire SDR stack with one smart system, Agent Frank might be worth a closer look.
➡️ Explore Agent Frank and see how it fits your workflow.
Either way, choose the tool that matches the way you sell.
Q1: What kind of tasks can I automate in my sales workflow?
You can automate stuff like sending follow-up emails, assigning leads, updating your CRM, scheduling meetings, and even reaching out to new prospects.
Q2: How do I start using automation in my sales process?
Start small.
Try automating your follow-ups first. Once that’s working, you can add things like lead scoring or finding new contacts automatically.
Q3: Are these tools easy to use for beginners?
Some tools, like HubSpot or Pipedrive, are pretty beginner-friendly.
Others, like Agent Frank, come with setup support—so you won’t be left figuring things out on your own.
Q4: Can sales automation fully replace an SDR?
Not completely.
It can handle the repetitive tasks for you, but human reps are still important, especially for building relationships and closing deals.
Q5: How do I know if my automation is working?
Look at the numbers.
Check how many hours you’re saving, how many meetings are getting booked, and how often people reply to your emails. That’ll show you what’s working.
