Best Sales Follow Up Software: 10 Top Tools (2027)

A prospect asks for a proposal. You send it, log a note, and move on to the next call. Three days later, the follow-up is still sitting on your to-do list—and a teammate has already emailed the same contact.

Sales follow up software helps prevent these gaps. It keeps next steps visible, reminds reps when to reach out, and automates parts of the process. But choosing a tool takes more than comparing email sequences. Following up after a promising demo requires a different workflow than contacting hundreds of cold prospects.

This guide compares the 10 best sales follow up software tools, covering their features, limitations, pricing, and ideal use cases. Whether you need a CRM that preserves conversation history or a platform that runs outbound sequences, you’ll find options built for the way your team sells.

Best Sales Follow Up Software: Quick Recap

• Sales follow up software helps teams stay on top of every opportunity with reminders, shared conversation history, and automated email sequences.
• The 4 best tools are folk CRM, Close, Pipedrive, and lemlist: folk for relationship-driven follow-ups, Close for teams that combine calls and email, Pipedrive for pipeline-based activity tracking, and lemlist for personalized outbound campaigns.
• Choose a tool around your sales workflow. Following up after a demo requires different features than running a cold outreach campaign.
• Look beyond automated sending. Prioritize clear ownership, relevant conversation history, and controls that stop sequences when prospects reply.
• Compare the cost of the features you need. Sequences, advanced automation, and reporting may require a higher-tier plan.

What Is Sales Follow Up Software?

💡 Sales follow up software helps sales teams track conversations, schedule their next steps, and follow up with prospects through reminders or automated outreach. It gives each rep a clear view of who needs attention, what was discussed, and when to reach out again.

Teams use it throughout the sales process:

• After a demo: Send the promised resources and schedule a check-in.
• After a proposal: Track outstanding questions and follow up before the agreed decision date.
• When a prospect goes quiet: Revisit the last exchange and reach out with a relevant reason to reconnect.
• When a deal changes hands: Give the next rep access to the conversation history, commitments, and next steps.

Three features support these workflows, but each serves a different purpose. A reminder prompts a rep to take action. An automated sequence sends scheduled messages or creates tasks according to predefined rules. An AI follow-up suggestion helps draft a message using the available conversation context, leaving the rep to review it.

The right setup depends on how your team sells. A CRM keeps follow-ups connected to contacts, deal stages, and shared history. A dedicated sequencing platform helps teams execute repeatable outreach across a larger prospect list. Some tools combine both, so the key question is whether they support the follow-ups your reps handle every day.

10 Best Sales Follow Up Software in 2027

1. folk

Bewertung

⭐⭐⭐⭐½ (4.5/5 on G2)

Überblick

folk CRM suits sales teams that need to keep track of relationships across multiple conversations. It brings contacts, shared interaction history, notes, and follow-up actions into one workspace.

After a demo, a rep can record the prospect’s requirements, schedule a check-in, and review previous exchanges before sending the next message. Teammates can access the same context when they join the conversation or take over an account.

The Follow-up Assistant helps identify eligible email and WhatsApp conversations that have stalled with an unresolved next step. It suggests a reply based on the conversation history, ready for the rep to review.

Funktionen

• AI follow-up suggestions: Detect inactive conversations with pending next steps and draft relevant replies.
• Contact reminders: Schedule check-ins around commitments and decision dates.
• Email sequences: Set up automated follow-up emails on Premium and above.
• Email, calendar, and WhatsApp sync: Keep interactions connected to contact records.
• Shared notes and history: Give teammates context before they reach out.
• Customizable pipelines: Organize contacts by sales stage and track progress.

Vorteile

✅ Keeps follow-ups connected to previous conversations and relationship history.
✅ Combines manual reminders, AI suggestions, and automated email sequences.
✅ Helps teammates coordinate outreach through shared records.

Nachteile

❌ Email sequences require Premium or above.
❌ Standard limits shared interaction history to the last 30 interactions.
❌ Messaging, enrichment, and AI usage allowances vary by plan.

Preisgestaltung

• Standardtarif: 24 US-Dollar pro Mitglied und Monat bei jährlicher Abrechnung oder 30 US-Dollar bei monatlicher Abrechnung.
• Premium: 48 US-Dollar pro Mitglied und Monat bei jährlicher Abrechnung oder 60 US-Dollar bei monatlicher Abrechnung.
• Enterprise: Ab 80 US-Dollar pro Mitglied und Monat bei jährlicher Abrechnung oder 100 US-Dollar bei monatlicher Abrechnung.

👉 Try folk CRM for free (14 days, no credit card)

2. Close

Bewertung

⭐⭐⭐⭐⭐ (4.7/5 on G2)

Überblick

Close is a sales CRM built around calling, email, and SMS. It suits reps who move between these channels throughout the day and need one place to manage their follow-up queue.

A rep can review a lead’s history, make a call, send an email, and schedule the next task from the same workspace. On Growth and above, automated workflows help turn a repeatable follow-up process into a series of actions.

Funktionen

• Built-in communication: Call, email, and text leads from the CRM.
• Centralized inbox: Manage conversations and follow-up tasks together.
• Automated workflows: Build repeatable outreach processes on Growth and above.
• Power Dialer: Work through calling lists on eligible plans.
• Pipeline tracking: Keep opportunities connected to sales activity.

Vorteile

✅ Combines communication and CRM records in one workspace.
✅ Supports teams that rely heavily on phone follow-ups.
✅ Offers a clear upgrade path from manual tasks to automated workflows.

Nachteile

❌ Automated workflows require Growth or above.
❌ Calling and SMS usage can add to subscription costs.
❌ Solo is restricted to one user and 10,000 leads.

Preisgestaltung

• Solo: $9 per user/month billed annually, or $19 billed monthly.
• Essentials: $35 per user/month billed annually, or $49 billed monthly.
• Growth: $99 per user/month billed annually, or $109 billed monthly.
• Scale: $139 per user/month billed annually, or $149 billed monthly.

For automated follow-up workflows, budget for Growth or above.

3. Pipedrive

Bewertung

⭐⭐⭐⭐ (4.3/5 on G2)

Überblick

Pipedrive organizes sales follow-ups around deals and scheduled activities. Its visual pipeline helps reps see where opportunities stand and decide which conversations need attention.

It works well for teams with defined sales stages. After sending a proposal, a rep can schedule a follow-up activity against the deal, keep the relevant notes together, and update the stage as the conversation progresses.

Funktionen

• Visual pipelines: Organize deals by stage and sales process.
• Scheduled activities: Assign calls, meetings, and follow-up tasks.
• Email sync and tracking: Connect email conversations on Growth and above.
• Nurturing sequences: Create sequences of personalized emails and follow-ups.
• Workflow automation: Reduce repetitive tasks as opportunities progress.
• Meeting scheduler: Let prospects book available time slots.

Vorteile

✅ Makes deal stages and next activities easy to review.
✅ Keeps follow-up tasks attached to sales opportunities.
✅ Combines pipeline management with email automation on Growth.

Nachteile

❌ Lite excludes full email sync and nurturing sequences.
❌ Automation limits vary by subscription.
❌ Additional tools and add-ons can increase the total cost.

Preisgestaltung

• Lite: $14 per seat/month billed annually.
• Growth: $39 per seat/month billed annually.
• Premium: $59 per seat/month billed annually.
• Ultimate: $79 per seat/month billed annually.

A 14-day free trial is available. Growth is the relevant starting plan for teams that need email sync and automated follow-up sequences.

4 HubSpot Sales Hub

Bewertung

⭐⭐⭐⭐ (4.4/5 on G2)

Überblick

HubSpot Sales Hub suits teams that want sales follow-ups connected to a broader customer platform. Reps can work from contact and deal records while keeping track of previous activity.

Its sequences combine scheduled sales emails with follow-up tasks. For example, a rep can send resources after a discovery call, schedule a check-in email, and add a task to call the prospect. Sequences require Professional or Enterprise.

Funktionen

• Sales sequences: Combine automated emails with manual follow-up tasks.
• Contact and deal records: Keep sales activity attached to the relevant opportunity.
• Email tracking: Monitor engagement with sales emails.
• Templates: Reuse messages while adapting them to each conversation.
• Meeting scheduling: Help prospects book time with a rep.

Vorteile

✅ Connects follow-ups with CRM records and the wider HubSpot platform.
✅ Combines automated emails with tasks that require a rep’s attention.
✅ Offers room to expand into more complex sales processes.

Nachteile

❌ Sequences require Professional or Enterprise.
❌ Professional includes a mandatory onboarding fee.
❌ Costs can rise as teams add seats and other HubSpot products.

Preisgestaltung

• Free tools: Basic CRM and sales functionality.
• Starter: Currently advertised from $7 per seat/month with annual upfront payment for eligible new customers.
• Professional: From $90 per seat/month billed annually.
• Enterprise: From $150 per seat/month billed annually.

Professional carries a one-time $1,500 onboarding fee. For the automated sequences covered here, Professional is the relevant starting plan.

5 Freshsales

Bewertung

⭐⭐⭐⭐½ (4.5/5 on G2)

Überblick

Freshsales combines contact management, communication tools, and sales automation. It suits growing teams that want to manage follow-ups inside their CRM.

Growth covers basic workflows and email templates. Pro adds sales sequences, contact scoring, and custom sales activities, giving reps more structure as their prospect lists grow.

For example, a team can use contact stages to organize leads, prioritize outreach through scoring, and enroll suitable contacts in a follow-up sequence.

Funktionen

• Sales sequences: Organize repeatable follow-up outreach on Pro and above.
• Email templates: Reuse common messages.
• Contact scoring: Help prioritize prospects on eligible plans.
• Custom sales activities: Track actions that match the team’s process.
• Built-in email and phone: Handle communication within the CRM.

Vorteile

✅ Combines contact management and follow-up execution.
✅ Offers an affordable entry plan for basic CRM workflows.
✅ Adds scoring and sequences together on Pro.

Nachteile

❌ Growth does not include sales sequences.
❌ Forecasting insights require Enterprise.
❌ Optional add-ons increase the subscription cost.

Preisgestaltung

• Growth: $9 per user/month billed annually.
• Pro: $39 per user/month billed annually.
• Enterprise: $59 per user/month billed annually.

A 21-day free trial is available. Teams that need sales sequences should start with Pro.

6. lemlist

Bewertung

⭐⭐⭐⭐⭐ (4.6/5 on G2)

Überblick

lemlist suits teams that need personalized follow-ups across outbound campaigns. Reps can build sequences that combine email with other touchpoints, keeping outreach organized as their prospect lists grow.

Its main appeal is campaign execution. A team can segment prospects, tailor messages, and schedule follow-ups instead of managing each reminder manually. Teams using it alongside a CRM should define how replies and interested prospects move back into their sales pipeline.

Funktionen

• Automated sequences: Schedule initial outreach and follow-up steps.
• Multichannel outreach: Combine email, LinkedIn, and calling on the Multichannel plan.
• Personalization: Adapt messages using prospect data and AI-assisted messaging.
• Unified inbox: Manage responses from connected outreach channels.
• Deliverability tools: Monitor sending infrastructure and warm up mailboxes.
• CRM integrations: Connect campaign activity with existing sales tools.

Vorteile

✅ Supports personalized follow-ups across several outreach channels.
✅ Combines campaign execution with prospecting and enrichment tools.
✅ The Email plan includes unlimited users and sending accounts within its volume allowance.

Nachteile

❌ LinkedIn automation requires the Multichannel plan.
❌ Data credits and optional channel add-ons can increase costs.
❌ Teams still need a clear process for managing opportunities after prospects respond.

Preisgestaltung

• Email: From $55/month billed annually, or $69 billed monthly, for 50,000 emails per month.
• Multichannel: From $87 per user/month billed annually, or $109 billed monthly.
• Enterprise: Individuelle Preisgestaltung.

The Email plan uses volume-based pricing. Teams that need LinkedIn steps and calling alongside email should consider Multichannel.

7. Reply.io

Bewertung

⭐⭐⭐⭐⭐ (4.6/5 on G2)

Überblick

Reply.io helps sales teams coordinate follow-ups across multiple channels. Its conditional sequences let teams adjust the outreach path according to prospect data and actions.

For example, a campaign can combine email follow-ups, LinkedIn touchpoints, and call tasks in one sequence. This makes Reply.io a relevant option for outbound teams that need more control over the order and timing of their outreach.

Funktionen

• Conditional sequences: Build different outreach paths based on prospect activity and data.
• Multichannel steps: Coordinate email, LinkedIn, calls, and SMS on eligible plans.
• Unified inbox: Review and manage prospect responses.
• AI variables: Personalize outreach using contact-specific information.
• Meeting scheduler: Help interested prospects book a conversation.
• Reporting: Review sequence results and channel performance.

Vorteile

✅ Brings several follow-up channels into one sequence.
✅ Supports branching workflows beyond a fixed series of emails.
✅ Offers separate pricing models for email-focused and multichannel teams.

Nachteile

❌ Email Volume pricing increases with the active-contact allowance.
❌ LinkedIn and calling capabilities cost extra on Email Volume.
❌ Complex sequences require careful setup and ongoing review.

Preisgestaltung

• Email Volume: From $49/month billed annually, or $59 billed monthly, for 1,000 active contacts.
• Multichannel: From $89 per user/month billed annually, or $99 billed monthly.
• Jason AI SDR: From $500/month billed annually.

On Email Volume, LinkedIn automation starts at an additional $69 per account/month, while calls and SMS automation start at $29 per account/month. For coordinated outreach across these channels, compare the total with the Multichannel subscription.

8. Apollo

Bewertung

⭐⭐⭐⭐⭐ (4.7/5 on G2)

Überblick

Apollo combines a B2B contact database with sales engagement tools. It suits outbound teams that want to find prospects, build lists, and schedule follow-ups in the same platform.

A rep can search for relevant buyers, enrich their contact details, and enroll them in an email sequence. Once outreach starts, engagement tracking helps the team monitor responses and decide which prospects need personal attention.

Funktionen

• Prospecting database: Find contacts and companies using targeting filters.
• Email sequences: Schedule outreach messages and automated follow-ups.
• Contact enrichment: Retrieve missing information using credits.
• Engagement tracking: Monitor replies and sales activity.
• CRM integrations: Connect prospecting and outreach data with existing records.
• Calling tools: Support phone follow-ups on eligible plans.

Vorteile

✅ Connects prospect discovery with follow-up execution.
✅ Offers a free plan for evaluating basic workflows.
✅ Reduces manual transfers between prospecting and outreach tools.

Nachteile

❌ Credit allowances require monitoring as prospecting activity grows.
❌ All seats within an account must use the same subscription tier.
❌ Prospect data still needs validation before outreach.

Preisgestaltung

• Free: $0, with limited prospecting and outreach capabilities.
• Basic: $49 per seat/month billed annually.
• Professional: $79 per seat/month billed annually.
• Organization: $119 per seat/month billed annually, with a three-seat minimum.

Compare credit allowances alongside seat costs, particularly if your team relies on enrichment.

9. Salesloft

Bewertung

⭐⭐⭐⭐½ (4.5/5 on G2)

Überblick

Salesloft helps larger sales organizations standardize follow-ups across reps. Cadence structures outreach into repeatable steps, while Rhythm helps sellers prioritize their next actions.

A manager can create a shared process for responding to inbound leads, following up after meetings, or reconnecting with inactive prospects. Reps work through assigned activities, and managers review execution through reporting.

Funktionen

• Sales cadences: Organize follow-ups into repeatable outreach steps.
• Prioritized workflows: Surface relevant seller actions through Rhythm.
• Email and call activities: Coordinate different touchpoints.
• CRM integrations: Connect engagement activity with customer records.
• Analytics: Review activity and engagement across the team.
• Conversation intelligence: Analyze sales conversations through the relevant package.

Vorteile

✅ Supports consistent follow-up processes across larger teams.
✅ Gives reps an organized queue of outreach activities.
✅ Offers broader tools for coaching and revenue operations.

Nachteile

❌ Subscription prices are not publicly disclosed.
❌ Setup requires time for integrations, cadences, and reporting.
❌ Its scope may exceed the needs of teams seeking basic follow-up automation.

Preisgestaltung

• Subscription: Custom quote; Salesloft does not publish a verified dollar price.
• Additional products and services: Quoted according to the selected package and implementation requirements.

A numerical starting price cannot be stated reliably without a vendor quote.

10. Woodpecker

Bewertung

⭐⭐⭐⭐½ (4.5/5 on G2)

Überblick

Woodpecker focuses on email outreach and automated follow-ups. It suits smaller outbound teams that need repeatable campaigns with configurable sending intervals and reply handling.

Reps can prepare an initial message, add follow-up emails, and set delays between steps. Reply detection stops subsequent follow-ups when a prospect responds, helping the team move from scheduled outreach to a personal conversation.

Funktionen

• Automated follow-ups: Schedule additional emails after the initial message.
• Reply detection: Stop subsequent follow-ups when a prospect replies.
• Conditional campaigns: Create different outreach paths.
• Personalization: Adapt messages with contact details and custom snippets.
• Centralized inbox: Review campaign responses.
• Deliverability tools: Access verification, warm-up, inbox rotation, and sending controls.

Vorteile

✅ Provides a focused workflow for automated email follow-ups.
✅ Includes unlimited team members and connected email accounts.
✅ Combines outreach automation with deliverability tools.

Nachteile

❌ Costs increase with outreach volume.
❌ LinkedIn automation and integrations carry additional charges.
❌ Complex opportunity management may require a separate CRM.

Preisgestaltung

• Email outreach: From $35/month, depending on outreach volume.
• LinkedIn automation add-on: $29 per connected LinkedIn account/month.
• Integrations, API, and webhooks add-on: $20/month.
• Additional warm-up accounts: $5 per email account/month.
• Additional Lead Finder credits: From $10 for 500 credits.

A 14-day free trial is available without a credit card. Include relevant add-ons when comparing the total cost with other platforms.

Which Sales Follow Up Software Fits Your Workflow?

The best fit depends on the conversations your team handles, the channels reps use, and how much automation they need.

• You need to follow up after demos and proposals → Compare folk CRM and Pipedrive. folk helps reps prepare relevant messages using conversation history, shared notes, and reminders. Pipedrive suits teams that organize follow-ups around deal stages and scheduled activities.
• Several teammates interact with the same prospects → Shortlist folk CRM and HubSpot Sales Hub. Both keep sales activity connected to shared records, helping reps review previous exchanges before reaching out or taking over an account.
• You want email sequences connected to your CRM → Compare folk CRM Premium, Freshsales Pro, and HubSpot Sales Hub Professional. These options combine automated follow-ups with contact management, so reps can manage outreach alongside ongoing opportunities.
• Your reps rely heavily on phone follow-ups → Consider Close and Salesloft. Close brings calling, email, and tasks into one CRM workspace. Salesloft supports structured cadences and prioritized activities across larger teams.
• You run personalized outbound campaigns across multiple channels → Compare lemlist and Reply.io. lemlist suits personalized campaign execution, while Reply.io offers conditional sequences that adapt outreach paths to prospect activity and data.
• You need to find prospects before launching follow-ups → Consider Apollo. Its prospecting database, enrichment, and email sequences connect list building with outreach. Check credit allowances against your expected usage.
• You mainly need automated email follow-ups → Shortlist Woodpecker and lemlist’s Email plan. Compare sending volume, personalization, reply handling, and integration costs.
• You need consistent follow-up processes across a larger sales organization → Evaluate Salesloft and HubSpot Sales Hub. Focus on shared workflows, reporting, permissions, and the time required to configure the platform.

How to Choose Sales Follow Up Software: 5 Practical Checks

✅ Start with the follow-ups your team actually sends. Review recent opportunities and identify where reps lose time or miss next steps. Post-demo check-ins, proposal follow-ups, and cold outreach require different workflows. Build your shortlist around the problems your team encounters most often.

✅ Check how the tool captures conversation history. Connect your accounts during the trial and open a real contact record. Can a rep quickly find the latest exchange, meeting notes, outstanding questions, and commitments? Check sharing permissions and history limits before choosing a plan.

✅ Test automation rules and stop conditions. Run a short sequence with internal contacts. Reply to an email, send an out-of-office response, and change a contact’s status. Check what stops automatically, what requires manual intervention, and how easily reps can pause outreach.

✅ Make ownership and next steps visible. Each active opportunity should have an owner, a next action, and a due date. Check whether reps can find overdue follow-ups and whether notes and outstanding tasks remain accessible when an account changes hands.

✅ Compare the full cost of the plan you need. Calculate pricing for your team size, outreach volume, and required features. Include onboarding, integrations, calling charges, and data credits. Use the trial to assess how much preparation and manual work the tool saves.

Schlussfolgerung

The best sales follow up software helps reps act on the right conversations with a clear next step. Choose based on how your team sells: CRM-based reminders for ongoing opportunities, sequences for repeatable outreach, or multichannel cadences for a structured outbound process.

Before committing, test your shortlist with a real workflow—from the first exchange through the reply, handoff, and next action.

Häufig gestellte Fragen

What Is the Best Sales Follow Up Software for Small Businesses?

folk CRM is a strong option for small teams managing ongoing sales relationships. It combines contact records, shared conversations, reminders, and AI follow-up suggestions. Close suits teams that rely heavily on calls, while Woodpecker fits businesses primarily looking for automated email follow-ups.

What Is the Difference Between a CRM and Sales Follow Up Software?

A CRM organizes contacts, relationships, and sales opportunities. Sales follow up software focuses on actions such as reminders, scheduled emails, and outreach sequences. Many CRMs include these capabilities, allowing teams to manage customer context and follow-up execution in the same workspace.

Can Sales Follow Up Software Automatically Stop Emails After a Reply?

Many sequencing tools can stop subsequent emails when a prospect replies. However, reply detection, out-of-office handling, and meeting-based stop rules vary. Test these behaviors before launching a campaign, particularly when several contacts from the same company are involved.

Can Sales Follow Up Software Handle Email, Calls, and LinkedIn?

Some platforms combine automated emails, LinkedIn actions, and call tasks within one sequence. Others focus on email or record activity from connected channels. Check whether each channel supports automated sending, manual tasks, or conversation syncing, as these serve different purposes.

How Much Does Sales Follow Up Software Cost?

Among the tools in this comparison, entry-level paid plans start at around $9 per user/month with annual billing. Automated follow-up features can require a higher tier: folk Premium starts at $48 per member/month billed annually and includes email sequences. Add-ons, usage charges, and onboarding can increase the total.

How Can You Automate Sales Follow-Ups Without Losing Personalization?

Group prospects by relevant needs, use details from previous exchanges, and give each message a specific purpose. Set clear stop conditions and review sensitive or high-value follow-ups before sending. Personalization should reflect the buyer’s situation, including their questions, timeline, and agreed next steps.