At the core of every business is the need to make sales and even more sales. Unfortunately, several things are fighting for your attention, and at the end of the day, you realize that you aren’t even making as many sales as you thought.
Thankfully, sales management software has become a lifesaver, handling all the extracurricular activities in your business while also providing the support you need to close more deals.
Sales management software is a tool that allows sales managers to view sales process and pipeline, reps’ performances, client data, deal status, and more. This helps you to make better business decisions and maximize performance to close more deals.
However, you have to understand that there are many management tools out there, and it’s your duty to choose the best.
To simplify your options, we’ve come up with the 15 best sales management software you can choose from, as well as factors you should consider before selecting any of them.
- The Best Sales Management Software (Overview)
- Advantages of Sales Management Systems
- 15 Top Sales Management Software Tools
- 1. Pipedrive – Best for Small Sales Teams
- 2. Ambition – Best for Gamification
- 3. Hoopla – Alternative Pick for Gamification
- 4. Freshworks CRM – Top Marketing Features
- 5. Salesforce Sales Cloud – Best Cloud-Based System
- 6. Hubspot CRM – Best for All Business Sizes
- 7. Zoho CRM – Best for Communication
- 8. Zendesk Sell – Alternative Pick for Customer Communication
- 9. Bitrix24 – Best for Android and iOS Users
- 10. Copper – Best Tracking Tool
- 11. Close – Best for Growing Teams
- 12. Monday.com – Most Secured Software
- 13. Microsoft Dynamics 365 – Versatile Management Software
- 14. Keap – Best for Marketing Automation
- 15. Nutshell – Easy-To-Use Interface
- Choosing a Sales Management Software: Buying Guide
- To Wrap Up
The Best Sales Management Software (Overview)
We’ve included an overview of our top picks below. For detailed information on each pick, scroll down.
- Pipedrive – Best for Small Sales Teams
- Ambition – Best for Gamification
- Hoopla – Alternative Pick for Gamification
- Freshworks CRM – Top Marketing Features
- Salesforce Sales Cloud – Best Cloud-Based System
- Hubspot CRM – Best for All Business Sizes
- Zoho CRM – Best for Customer Communication
- Zendesk Sell – Alternative Pick for Customer Communication
- Bitrix24 – Best for Android and iOS Users
- Copper – Best Tracking Tool
- Close – Best for Growing Teams
- Monday.com – Most Secured Software
- Microsoft Dynamics 365 – Versatile Management Software
- Keap – Best for Marketing Automation
- Nutshell – Easy-To-Use Interface
Advantages of Sales Management Systems
To put things in perspective, here are some reasons you should consider getting sales management software.
Sales management software is what you need to stay organized because you can easily find all the information you need in one place. This includes sales pipeline statistics, lead contact information, daily schedule, etc.
This will reduce the time spent gathering information from different sources and help pay more attention to making sales.
With management software’s ability to measure results, you can track your team’s productivity, note issues, and engage in sales coaching.
Furthermore, individual sales reps can check how they’re doing compared to other team members and develop sales strategies to boost their performance.
Overall, you and your team will close more deals in no time.
Every customer wants to be treated like they’re the most important thing to you, and sales management software will help you with that.
Having all your client’s details in one place will help you know what to do to ensure that they remain confident in your abilities and make them trust you enough to patronize you.
With automation capabilities, you don’t have to worry about attending to some activities manually.
For instance, you can automate follow-up emails and calling volumes while you work on actual sales.
There are so many activities fighting for your attention in your business, and if you aren’t careful, you can end up spending energy on the wrong things.
Sales management software will help you avoid that by handling other random functions while you focus on closing deals and keeping customers.
15 Top Sales Management Software Tools
Here are the 15 best sales management tools to help you scale your business and successfully close more deals.
1. Pipedrive – Best for Small Sales Teams
Pipedrive is just what small businesses need to focus on the right deals and close sales in real-time.
This software won’t only manage leads but also help you generate more through chatbot, live chat, and custom web form options.
Even better, Pipedrive boasts an AI-powered sales mentor that provides customized performance tips to generate better results. This AI assistant also supplies compact data graphs to keep you on track.
And on top of all that, your sales team can always integrate other software like Google, Slack, Microsoft, Asana, etc., with Pipedrive.
Overall, if you’re looking for a tool to manage deals, automate tasks, and communicate with leads, then Pipedrive is your guy.
2. Ambition – Best for Gamification
As a sales management system, Ambition is a rare software that features gamification and coaching tools to improve productivity and efficiency in your sales reps.
Its sales coaching ability enables you to hold one-on-one coaching sessions, provide private notes to team members, hold team training meetups, and easily implement action plans. Sales leaders can also provide actionable and accurate feedback for the team during these coaching sessions.
In addition, you can imbue a competitive spirit in your team members by using Ambition’s gamification tools to run competitions and reveal leaderboards, among others.
This software can also sync with any CRM or sales tools to easily access sales data and keep accurate records.
Finally, you can rest assured that you’ll achieve your goals easily and more consistently, thanks to its goal-tracking tool that helps you to set and track goals automatically.
3. Hoopla – Alternative Pick for Gamification
Like Ambition, Hoopla is great for business owners who’d love to motivate their team members to do better in sales.
Therefore, this management software allows sales managers to initiate competitions, stream results, and display leaderboards. This is to encourage your sales team to do better.
In terms of contests, Hoopla offers several friendly competitions through tournaments, face-offs, races, and challenges.
Team members can also check their results on the software’s leaderboards and compare them with their colleagues. This is a good way to spur competitive sellers to action.
Furthermore, with Hoopla, you can stream messages, leaderboards, videos, real-time news, etc., to TVs so sellers can view them.
4. Freshworks CRM – Top Marketing Features
Formerly known as Freshsales, Freshworks CRM is your go-to sales management software for all things related to deal management, contact management, sales sequences, and other top marketing features you need to up your game.
With its automation feature, you can assign leads to certain reps in your team. You can also automate internal notifications and intelligent workflows so you don’t miss a thing.
Also, Freshworks offer multichannel communication features, making it easy for sales reps to communicate with leads via any method, be it text, call, email, web chat, or even WhatsApp.
And although this is sales management software, it isn’t limited to just sales teams.
Even marketing teams can use some of the software’s features, such as landing page builder, web forms, and segmentation options.
5. Salesforce Sales Cloud – Best Cloud-Based System
It’d be hard not to include Salesforce in this list, as this sales management system possesses everything you could possibly need to increase sales, from in-depth reporting to collaboration, marketing, emailing, and calling.
This is one management software that comes complete with all features of lead management, contact management, opportunity management, and account management.
With this cloud-based system, you can make insightful decisions through dashboards, sales forecasting, and reports. Salesforce also has capabilities for creating and tracking orders and quotes.
Furthermore, with the software’s mobile app, you can access functions like checking dashboards, logging calls, replying to hot leads, and many more.
Besides all these pros, Salesforce offers email integration with Outlook and Gmail.
6. Hubspot CRM – Best for All Business Sizes
Hubspot CRM is the ideal management software for small, medium, and large businesses, and this is because it comes complete with all the tools you need to scale your business.
On the CRM software, you’ll find different hubs, including Sales, CMS, Marketing, Operations, and Service hubs. All of these come together to create the perfect experience for users.
As powerful as this sales CRM is, you can also stick to its Sales Hub, which is enough as a stand-alone sales management software.
With its free plan, you can enjoy conversational bots, a sales database, live chat, sales reports, etc. All these are enough to get you started on sales management.
However, the paid plan is better if you want access to more automation and productivity tools. Some features you’ll have access to include custom properties, meeting scheduling, deal pipeline management, sales forecasting, and more.
The bottom line is that the HubSpot Sales Hub improves your sales process, boosts productivity among sales reps, and simplifies your customer’s buying experience.
7. Zoho CRM – Best for Communication
As a sales CRM platform, Zoho has some premium functionalities, including workflow conversions, email insights, custom reports, and web forms.
In addition, you can also enjoy team collaboration, quotes & invoices, security, performance management, and marketing automation.
Zoho CRM also has a Sales Process Builder, which helps to bring offline sales into the system.
You can find all you need to handle email communication, monitor social media activities and comments, and incorporate it with your telephony provider.
You should also be able to measure sales performance with forecasts, reports, and analytics.
And the creme de la creme is that this software is what you need to build customer relationships since you can have real-time conversations with prospects and customers.
8. Zendesk Sell – Alternative Pick for Customer Communication
As a sales management tool, Zendesk is a premium pick for business owners who are highly interested in customer communication. With it, you can place calls in one click and streamline mass communication as well.
Besides making calls, this is one of the best sales management software for scheduling meetings, sending emails, etc.
You also have the chance to view call analytics, record and log every call, and even send text messages to leads.
And it features smart lists, which help to filter and segment deals and leads efficiently.
This app will also help with sales pipeline visibility so that you can track, plan, analyze, and manage the sales process.
You can integrate Zendesk Sell into your tech stack through an open AI.
9. Bitrix24 – Best for Android and iOS Users
Bitrix24 is a cloud-based management software that offers tools for client management, free sales, and marketing.
Much more than that, this is one tool that’s great for pipeline management and checking activity timelines. In fact, you can view any customer’s purchase history, including what they bought and how much they spent.
Likewise, you can access features like invoices, quotes, sales automation, telemarketing, projects, documents, and task management.
You can also classify your customer data based on their sales volume, purchases, and more.
Bitrix24 has other task management tools and the ability to track calls. There’s also inbuilt calling with unlimited outbound and incoming lines.
Another good thing about Bitrix24 is that you can keep all your communications history in one place. And its mobile app is accessible to both Android and iOS users.
10. Copper – Best Tracking Tool
If you’re out for a sales management solution that focuses on opportunity management, forecast management, and lead management, then Copper is the one for you.
Forecast management is inbuilt reports that provide a potential revenue forecast for the expected close date.
There’s also the option to track leads and categorize them with tags. Plus, you can track your progress via dashboards.
You can also say that Copper is the best tracking tool as it enables you to keep tabs on pipeline amount, lead source, deal stage, account history, competition, etc.
Finally, you’ll get real-time alerts, activity reports, sales leaderboards, multiple pipelines, and so on, on this software.
11. Close – Best for Growing Teams
Close was designed with small and medium businesses in mind, which is why it boasts features that can help you to make more sales in less time.
One of the first things you might notice about Close is its clean UI that shows all the tools your sales team needs for lead management and deal closing.
Besides being a sales CRM, this system also integrates automation, emailing, and inbuilt calling to boost your sales reps’ productivity and hit targets in no time.
And you can bank on the software’s sales leaderboards to keep your team motivated and live coaching options to improve sales performance.
With awesome reporting features, you can be sure you’ll hit your sales key performance indicators without hassle.
12. Monday.com – Most Secured Software
One of Monday.com’s selling points is its high-security level, which you can see in some of its functions, such as Google authentication, advanced account permissions, two-factor authentication, etc.
Still, that’s not to say that this sales management software, which also doubles as a sales CRM platform, lacks other features to scale your business.
In fact, Monday.com boasts several functionalities for customer relationships, managing leads, closing deals, sales pipeline, and many more.
On this platform, you can easily create a straightforward onboarding strategy for new employees, which helps to reduce training time, improve training efficiency, and boost sales success.
Finally, Monday.com offers a visual representation of the sales rep and sales process. This way, you’ll be able to monitor their processes and sales strategies.
13. Microsoft Dynamics 365 – Versatile Management Software
Microsoft Dynamics 365 provides versatile sales management capabilities, which can be customized to fit into individual businesses’ sales processes.
This is why it’s one of the best sales management software for sales strategies with a bigger deal size and a smoother sales cycle in view.
This app lets you create marketing campaigns and lists, as well as automated lead generation from these campaigns.
Plus, there are tools available to help the sales process. Some of them are sales playbooks, sentiment analysis, call transcription, business card scanners, etc.
You also get to analyze all sales reps’ sales pipeline behavior, performance, and efficiency.
And, as you might have guessed, Dynamics 365 integrates with other Microsoft Office 365 apps – Teams, Outlook, SharePoint, Exchange, etc.
14. Keap – Best for Marketing Automation
Keap is recognized as a premium platform for marketing automation. You’ll find everything you need to track leads on this software.
Some marketing automation features you’ll find include a campaign builder, inbuilt lead scoring, templates, segmenting lists, and more.
It doesn’t end there; Keap lets you standardize all marketing campaigns with its sales pipeline functionalities.
You can keep track of appointments and tasks on this software, as well as gather customer data using its Smart Forums option. This information includes shared files, contact info, meeting history, etc.
Keap will also manage all your ecommerce workflow, so you don’t have to worry about marketing messages and web page templates.
15. Nutshell – Easy-To-Use Interface
Nutshell’s selling point is its easy-to-use interface as well as its top marketing tools. This software boasts sales automation and contact management features to ensure you make the most out of your business.
Its contact management option helps to keep all essential contact information in one place, from email conversations to call notes.
Furthermore, Nutshell features email marketing to help you stay in touch with your contacts.
The software has also made it easy to do this by offering automated sending options as well as customizable email templates.
Choosing a Sales Management Software: Buying Guide
As there are different sales management software out there, this section gives you a breakdown of some features to note before choosing any sales CRM software.
Simple and Easy-To-Use Interface
The first thing you should look out for is a simple yet potent sales management software to help you track your leads, prospects, and customer so that you can provide them with the best service available.
An effective sales management system should give you access to key customer and sales data, as well as a rundown of collaboration with your sales team during each sales process.
Sales Workflow Overview
The best management software should encompass everything that you need for every sales management process.
It should provide adequate information on your progress in closing deals and what you still need to work on to make that happen.
Some systems will allow you to view a list of tasks you need to work on and see incoming calls and emails that need your attention. You can also assign functions in some sales management platforms.
This makes it easy for your sales team to focus on the most important part of the business—sales.
Similarly, the tool should also have sales forecasting features to give you insight into how sales will turn out in the following days. This will help you set more beneficial goals.
Sales Activity Leaderboard and Monitoring
The growth of every business is directly linked to your team’s performance. This is why you need to stay updated on their activities to ensure they’re carrying out their duties.
Your choice management software should double as a sales tracking software that offers insights into actions executed by your sales team.
This includes emails sent, calls made, response and conversion rate, opportunities created, and more.
On top of that, you should also be able to compare sales reps’ activities to help you draw an accurate conclusion on what’s working and what isn’t.
With leaderboards, sales managers and other team members can see who’s leading and who’s lagging. This will help managers to focus their coaching energy on the right reps.
What’s sales management software without automation? This feature will ensure that you aren’t missing anything concerning follow-ups and lead monitoring.
For example, the software should come with email automation capabilities, so you can get that out of the way and pay attention to more important aspects of the business.
As a sales manager, you want your team to do better as sales reps. This is why you should opt for sales management software to help you better coach your team.
Some of the features under this category would be access to performance and activity data, call coaching capabilities, and space to leave notes for certain reps to work on.
Some sales CRM software lets managers join live calls to monitor conversations and intervene when needed.
Essentially, this software should also be able to record emails, calls, SMS, and other communication that your team members have with leads. That will help you streamline your coaching focus.
Integrations With Other Tools
Just like every sales team needs the support of other departments in the company, sales management software should also be able to work with different tools for increased efficiency.
Whatever software you choose should be able to work hand-in-hand with other tools you use for your business.
Smooth integration with other business software will make it easy for you to create personalized workflows that’ll save time and still maximize results.
While features and functions are very important, you also have to pay attention to your business’s budget before settling for any management software.
Although it goes without saying that you get what you pay for, you can also get the most out of some sales management software without denting your pockets.
To Wrap Up
As you can see, there are several tools that you can leverage to get the most out of your business in terms of sales conversion and closing deals.
Still, how do you ensure you choose the best sales management tool? Let our buying guide direct you to the right option, although we admit that you can never go wrong with any of the 15 tools we’ve highlighted.