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January 23, 2024·13 min read

The Top Free Sales Tools You Need to Try in 2024

Virtual sales tools allow reps to embrace a plethora of features to increase their response rate and drive new business.

Like the elusive Yeti or the Loch Ness Monster, free digital sales tools might seem like the stuff of folklore. Sure, everyone claims to have a sighting—but do they really exist?

As intrepid salespeople, we wanted to investigate once and for all. What we discovered might surprise you. Free sales enablement tools do exist—and they’re actually pretty good. Since many sales brands are pivoting to product-led growth, spurred on by a culture of try-before-you-buy, sales reps have many free sales prospecting tools to choose from.

In fact, some of the best sales software companies now market directly to reps (including your friendly neighborhood Vidyard). It makes sense when you think about it: If you start using a free sales tool and close deals, some of your teammates might try it out. And if enough of you start to have success, the tool will catch your boss’ attention—and it’s already proven its value. What’s good for you is good for the sales brands who want to make a good impression on your manager (and that’s pretty good for you).

This article will explain the types of free digital sales tools, their uses, and how to build a sales software stack that helps you find and close more business. Whether you’re looking for free virtual sales tools for founders and startups, SMBs, or enterprises—we’ve got you covered. Whether you’re cracking small or large accounts, you’ll find something that will help you win more deals.

Vidyard Prospector using AI to auto generate prospecting emails to targeted accounts.
Outbound Sales, Automated. Vidyard Prospector using AI to auto generate prospecting emails to targeted accounts. Spend less time hunting leads and more time hitting quota with Vidyard Prospector. Learn More

  1. Contents
  2. Why You Need Virtual Sales Tools
  3. What Are the Best Practices for Virtual Sales?
  4. Types of Digital Selling Tools
  5. The Best Free Virtual Selling Tools
  6. 5 Benefits of Free Virtual Sales Tools
  7. Final Thoughts

Why You Need Virtual Sales Tools

When you’re in the digital sales game, you’re either selling remotely, trying to reach buyers who aren’t spending much time in the office, or both. (Most sales teams are working hybrid and remotely.)

Without the right virtual sales tools, it can be difficult, time-consuming, and frustrating. You need every advantage you can get.

Free virtual sales tools help people in sales roles—such as account executive, business development rep, sales development rep, and so on—do their jobs faster and more efficiently. This includes tools that help you reach out to hard-to-contact prospects, automate repetitive tasks, or learn how to grow as a salesperson.

In our roundup, we’ve included primarily B2B sales tools with free versions and limited free trials, such as DocuSign’s 30-day free trial. For transparency, we’ll mark these with “free version” or “free trial,” so you know which is which.

It’s important to note that there are no one-size-fits-all sales productivity tools. What works for an enterprise account executive may not work for a team of SDRs or someone selling to small businesses. However, when paired with the right sales methodology, online sales tools can help you take the right steps faster and leave less of your sales process to chance.

What Are the Best Practices for Virtual Sales?

Virtual sales tools can boost how you do business, but only if you’re taking the time and care to add the right ones in the right way. Adding too many tools to the mix or choosing ones that make selling more difficult can be just as bad as having no useful sales tools.

Before we get into the nitty-gritty of the full list of the best free sales tools, here are a few helpful practices to remember when choosing which tools to incorporate into your sales process.

#1: Choose Sales Tools That Benefit Your Customers

Your focus should always be on your customer’s experience. Will introducing a new virtual sales tool make your sales process easier for a customer to interact with? Or will it make it more annoying?

#2: Pick Must-Have Virtual Sales Tools Over Nice-to-Haves

You don’t want your tech stack to get too bloated. Prioritize virtual sales tools that boost your core metrics and make your central sales activities easier. Once the key additions are cemented into your process, you can go after those nice-to-haves.

#3: Make Sure Sales Tools Mesh with Your Tech Stack

Will a virtual sales tool blend seamlessly with your existing tech stack? Or does it lack integrations with your core tools, making it a pain to implement? Difficult setup or a lack of integration with your most important systems might make a tool more trouble than it’s worth.

#4: Does the Tool Actually Make Your Day Easier?

You can approach a new virtual sales tool with the best of intentions, but if it’s just making your day-to-day activities harder, it’s not worth it. Yes, every new tool has an adjustment period. If a tool hinders your productivity without benefiting efficiency, it’s not a good fit.

A Model Virtual Sales Tool: Vidyard

With a host of solutions built for sales, such as video messaging, digital sales rooms, and even automated prospecting, Vidyard is a great example of a virtual sales tool (with tons of free options) that encapsulates the four best practices listed above.

#1: Vidyard helps you find the right leads and generate outbound email messages to save time.

#2: Vidyard benefits your customers by making it easier to communicate with them through asynchronous video messaging so you can ditch the long email chains.

#3: Vidyard works to support your key metrics, too. Measuring success by your number of replies, meetings, and closed deals? Sending videos with Vidyard helps drive all three.

#4: With integrations into many major sales platforms like Salesforce, LinkedIn, and SalesLoft, Vidyard connects with a lot of the tools you’re already using.

#5: Finally, Vidyard is pretty easy to learn and master. It can actually make core activities like sales outreach take less time and effort than they did previously.

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Types of Digital Selling Tools

There are eight main categories of free sales tools to choose from.

  • List building: For finding prospects or locating contact information
  • Outreach: For initiating conversations
  • Scheduling: For booking meetings
  • Presentation: For hosting meetings and enhancing slide decks
  • Deal Management and Closing: To keep all related stakeholders connected and for signing documents
  • Branding: To make yourself memorable
  • Learning: For enhancing both your hard and soft sales skills

To choose the best sales tools for your tech stack, you must first understand what problem you’re trying to solve. Ask yourself the following questions:

  • Do I need more prospects? Look for sales tools that focus on list building and outreach.
  • Do I need more demos? Look for sales tools that help with recording, scheduling, branding, and learning.
  • Do I need more closed-won deals? Look for sales tools that will improve your presentation and deal closing.
  • Do I need to spend less time in the CRM and more time selling? Look for learning resources that will help you become more efficient.

In the section below, we’ll get into the different types of tools for salespeople—and the free versions we recommend.

The Best Free Virtual Selling Tools

The best free sales tools for virtual selling will differ depending on your goals. That’s why it’s key to identify any gaps in your sales cycle. If you do a good job of matching the tool to the need, you can take your selling game to the next level. We’ve broken the best free virtual selling tools into sections below.

Free List Building Tools

List-building tools are free sales prospecting tools that help you find people to call, conduct account research, or locate the contact information of known prospects. Here are some of the best sales prospecting tools you can use for free:

  • Vidyard Prospector (free and paid options): With the help of AI, scour billions of professional profiles to find the right leads in your territory.
  • Clearbit (free version): Easily track down hard-to-find email addresses straight from your inbox with their free Gmail and Outlook plugins.
  • Crunchbase (7-day free trial): Find funding reports and track companies in your target market.
  • Datanyze (90-day free trial): Free Chrome extension for scanning websites to see the company’s revenue, employees, and technology providers.
  • Dux-Soup (free version): Find prospects on LinkedIn, tag them for future reference, and filter out the ones you don’t want to see.
  • GetProspect (free version): Email finder and LinkedIn profile locator that enables you to search for up to 100 contacts monthly.
  • HubSpot CRM (free version): Visualize and optimize your pipeline in HubSpot’s free CRM tool.
  • Hunter (free version): Track down and verify prospects’ business emails.
  • LinkedIn (free version): The iconic business networking platform is also one of the best places to build your list and scope out potential prospects.
  • LinkedIn Sales Navigator: (1-month free trial): Sales Navigator is a powerhouse for discovering new prospects and uncovering the right triggers for outreach.
  • Name2Email (free version): A Chrome plugin that enables you to search for any email address straight from Gmail.
  • Owler (free version): News and data about companies you’re interested in.
  • Segment (free version): Collect and clean customer data and send messages to prospects who are browsing in real-time.
  • SimilarWeb (free version): Sales intelligence platform to find leads, get insight into your prospects, and conduct web traffic research.
Vidyard Prospector using AI to auto generate prospecting emails to targeted accounts.
Outbound Sales, Automated. Vidyard Prospector using AI to auto generate prospecting emails to targeted accounts. Spend less time hunting leads and more time hitting quota with Vidyard Prospector. Learn More

Free Sales Tools for Outreach

Outreach tools can vastly improve your effectiveness by automating routine tasks, improving your messaging, and providing better ways of connecting with prospects. Here are some of the best free options out there.

  • CrystalKnows (free version): A free Chrome plugin that uses AI to reveal anyone’s personality from their LinkedIn profile—allowing you to strike the right note and make a great first impression.
  • Emailable (free version): Email tool to help improve open rates, prevent being flagged as spam, and win more deals.
  • LeadBI (15-day free trial): Uncover lead analytics and create automatic, responsive emails and text messages.
  • OpenPhone (7-day free trial): An easy way to get a phone number for startups or small businesses. your startup or small business.
  • Mixmax (free version): Track email open rates, send automated reminders, schedule meetings, and more.
  • Reply (14-day free trial): Outreach tool that automates routine tasks like looking up emails, LinkedIn outreach, personal emails, and calls.
  • Vidyard Video Messages (free version): Record outreach videos straight from your laptop or mobile and embed them in emails to prospects.
  • Vidyard Prospector: (free and paid options): AI-generated outbound sales emails let you personalize outreach at scale.

Top Free Scheduling Tools

Scheduling tools allow prospects to book time directly on your calendar. As a result, minimizing unnecessary back-and-forth when you’re trying to find a mutually convenient time for a meeting. Here are our picks:

  • Appointlet (free version): Simple meeting booking through a custom link.
  • Calendly (free version): Generate a custom link allowing anyone to book your calendar time.
  • Mixmax (free version): Insert your availability into your emails and easily schedule meetings with one click.

Free Sales Presentation Tools

Presentation tools allow you to host virtual meetings with leads or create clear, compelling presentations. Here are some of our favorite free tools:

  • Beautiful.ai (free version): Create beautiful, compelling presentations to dazzle and persuade your prospects.
  • Canva (free version): Create pro-grade presentations, or convert your PDFs into online designs.
  • Dialpad (free version): AI-powered video conferencing with in-call collaboration tools.
  • Zoom (free version): Now ubiquitous across B2B, Zoom offers a crisp and seamless virtual meeting experience.

woman suffering from Zoom fatigue
Cut Your Meeting Time in Half woman suffering from Zoom fatigue Or skip the meeting altogether by sending a recorded video message instead. Sign Up Free
 

Free Sales Tools Deal Management and Closing

Deal management and closing tools simplify collaborating with stakeholders, contract signing, and other paperwork that needs to be completed before a deal can close. Our top picks are:

  • Adobe Sign (14-day free trial): Ideal for existing Adobe users, Adobe Sign comes packaged with Acrobat, allowing you to add legally binding e-signatures to PDF documents.
  • DocuSign (30-day free trial): Generate agreements straight from Salesforce and add legally binding e-signatures to any document.
  • HelloSign (30-day free trial): Associated with Dropbox, HelloSign allows you to add legally binding e-signatures to any document.
  • PandaDoc (free version): Create a free .png e-signature image and sign legally binding documents online.
  • Vidyard Rooms (free version): Allows you to invite all stakeholders to a virtual sales room to collaborate and share resources (including video)
Watch and Learn You can cut down on the back-and-forth and clear up questions even before they come up by sending your prospects a video proposal walkthrough to accompany your doc. Vidyard video thumbnail - click to play

Free Professional Branding Tools

Branding tools help you stand out from other reps. Not only that, you come across as a trusted consultant. If done right, it works really well to attract inbound leads.

  • LinkedIn (free version): Interact with prospects and post content to build your brand. (Try running polls or uploading native videos.)
  • CreateMySignature (free version): Create a professional email signature.
  • Vidyard Video Messages (free version): Sending video messages helps put a face to a name and can make you appear more recognizable and trustworthy.

Free Virtual Selling Training

Learning tools allow you to continuously improve your skills and enhance your sales performance.

  • Best Selling Podcast (free on iTunes, on Stitcher, and on Spotify): Consistently rated five stars, host Vince Beese interviews top sales professionals to uncover the secrets of their success.
  • Sales Feed (free): From a weekly newsletter to educational (and entertaining) YouTube content, Sales Feed is the media brand from Vidyard to help reps live a better life in sales.
  • The Art of Charm Podcast (free online, on iTunes, and on Spotify): 700+ episodes dedicated to enhancing your relationship-building skills, boosting your business savvy, and building your self-confidence.
  • The Sales Podcast (free online, on iTunes, on Stitcher, and on Spotify): Wes Schaeffer interviews industry pros for insights on sales, leadership, and more.
  • The Ultimate Virtual Selling Guide (free online): An in-depth guide to how to sell virtually using video.
  • Video Selling Master Class (free online): a 20-minute self-paced course that gives you the fundamentals of getting up and running using video for sales.
  • Vidyard Fast Forward (free online): From virtual summits to monthly webinars, Vidyard’s Fast Forward rounds up leaders in sales to share best practices with sellers and GTM teams.
Group of people walking across the street
The Top Sales Experts To Follow Group of people walking across the street We’ve rounded up a list of the top sales pros and communities to follow to get ahead in sales. Learn More

5 Benefits of Free Virtual Sales Tools

The benefits of using free virtual sales tools might seem obvious—duh, they’re free. But beyond the potential cost-savings, salespeople have much to gain from using the free tools available. Here are some of the reasons you might not have considered using free sales tools and why you might want to take them more seriously.

“I’m a fan of using free virtual sales tools for a couple of reasons,” says Kyle Parrish, VP of Sales at Mixmax. “You get to try before you make a significant investment, and just by the nature of the free tool, you know it’s going to be easy to use as well. Nobody makes a free sales tool that needs a three-week implementation process.”

In certain use cases, they can be especially crucial. Free virtual sales tools for startups allow small, agile companies to “move fast and break things”—sampling a variety of sales solutions. For a scrappy startup or a founder wearing multiple hats, free tools for sales provide the freedom to pivot with minimal cost if a sales tool doesn’t work out.

Other overlooked benefits of using free virtual sales tools include:

1. Prospect with the Power of Several Reps

Free sales prospecting tools can save you valuable time and boost your efficiency. The right list-building tools are crucial for having accurate leads and contact information. They prevent wasted time by ensuring you have the correct email addresses, avoiding weeks of waiting with the wrong information. Additionally, you can use sales email tools to auto-personalize parts of your messages to save time or set up email cadences that fire on autopilot. Automate repetitive tasks to free up time for creative and focused work.

Vidyard Prospector using AI to auto generate prospecting emails to targeted accounts.
Outbound Sales, Automated. Vidyard Prospector using AI to auto generate prospecting emails to targeted accounts. Spend less time hunting leads and more time hitting quota with Vidyard Prospector. Learn More

2. Speed Up Your Deal Cycle

Scheduling discovery calls, demos, and other conversations can waste unnecessary time. You probably know by now that if you ask, “What time works best for you?” without offering any options, folks will sit on your email for a few days (or longer) before getting back to you. The right scheduling tools can make this simple—prospects can schedule calls with you with a single click instead of going back and forth about times.

Presentation tools can help speed up deals too. By making your demos clearer, more intelligible, and more compelling, prospects can evaluate your offering faster. Plus, digital sales rooms let you collaborate with all stakeholders and keep track of all related content and materials in your deal.

Watch and Learn You can record your demos in a free tool like Vidyard so that all the members of your prospect’s buying committee can watch when it’s convenient for them. Vidyard video thumbnail - click to play

3. Build Knowledge

The best free outreach software for salespeople will provide you with metrics, allowing you to run tests. Are your outreach emails more effective with three bullets or four? What subject lines get the most clicks? Do you book more meetings when you list times you’re available? What video thumbnails get the most interest? Track your success over time, and when you find strategies that work, replicate them.

4. Level Up Your Team

Iteratively test and optimize new tools and techniques. Apply this approach to the entire team, allowing them to experiment with various free tools. Sales leaders can then determine what works for reps and share that knowledge with the team.

5. Send a Consistent Message

There’s some crossover between great free sales and marketing tools. Automated outreach tools allow marketers to craft messaging that salespeople can schedule in their cadences—making the message clearer and more consistent across the company. For salespeople, this can save valuable time and brainpower. Use pre-developed and tested marketing phrases and assets instead of starting from scratch. You’re much more likely to resonate with your prospect and get a response.

Final Thoughts

Unlike mythical monsters, free sales tools for startups, SMBs, and enterprise companies are plentiful. Plus, they can have major benefits for your efficiency and overall success. Identify where you struggle most in your sales cycle to get the most out of the offerings available. Then, pick an option from the list of top sales tools above to match. Good luck and happy selling!

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This post was originally published on December 2, 2020. It was updated on January 23, 2024.

Carina Rampelt

Carina Rampelt

Carina was a former Vidyard marketing intern. When not creating awesome content she can be found reading, traveling, or listening to the Hamilton soundtrack on repeat.