Sales & CRM Automation

A complete sales system for SMBs from capturing leads to closing deals and tracking revenue. Covers CRM, email sequences, meeting booking, and AI-assisted outreach without enterprise complexity.

Components

4

Budget range

$0/mo - Custom

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1

CRM

Track contacts, deals, and pipeline stages

Free

HubSpot Free CRM

Unlimited contacts, deals, email tracking - genuinely free forever tier

$0/mo

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Mid

Pipedrive

Visual pipeline, activity reminders, email sync - built for sales teams

$24/mo

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Pro

HubSpot Sales Hub

Full sequences, predictive lead scoring, deal insights, revenue forecast

$90/mo

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2

Outreach & Sequences

Automate personalized email outreach at scale

Free

Gmail + Streak Free

Streak CRM in Gmail: track opens, send mail merge - free tier

Mid

Instantly.ai

Unlimited sending accounts, warmup, AI personalization, deliverability

$37/mo

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Pro

Apollo.io

Database of 270M contacts + sequences + dialer + AI-suggested contacts

$49/mo

Details
3

Meeting Booking

Remove back-and-forth from scheduling demos and calls

Free

Calendly Free

1 event type, unlimited bookings - enough for solo reps

Mid

Calendly Standard

Unlimited event types, group events, workflows, reminders

$12/mo

Details
Pro

Cal.com

Open source, self-hostable, Zapier/n8n integration, routing forms

$0-15/mo

Details
4

AI Sales Assistant

Draft proposals, personalize outreach, summarize calls

Free

ChatGPT Free

Draft proposals, write follow-up emails, summarize meeting notes

Mid

Otter.ai

Auto-transcribe sales calls, generate action items, share summaries

$17/mo

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Pro

Gong.io

Revenue intelligence: call analysis, deal risk alerts, rep coaching

Custom

Details

Why this combination works

Each component in this system is chosen to complement the others - outputs from one tool feed cleanly into the next. You can start with all-free options and upgrade individual components as your needs grow, without having to rebuild the entire stack.

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