Best sales management software

What is sales management software?

Sales management software is a centralized system that helps manage sales teams, automate sales operations to boost productivity, and drive business growth.

Managing a sales team is no mean feat. In your search for a suitable online sales management software that can assist you with tracking KPIs, assigning leads to sales teams, monitoring sales pipeline, and analyzing lost deals, you can get caught in a web of multiple tools to fullfill the said objectives. And ultimately, the primary purpose of having easy access to sales information is defeated and productivity goes for a toss.

A good CRM is an all-in-one sales management software. Although not all CRM software comes in handy for a sales leader, having one like Freshsales CRM can transform the way you run your sales operations. As a modern and powerful platform, Freshsales can help sales teams supercharge their productivity, build stronger customer engagement, drive better conversions, and achieve sales targets.

What are the benefits of sales management software?

Sales management software provides numerous benefits for sales teams, sales managers, and business owners Whether in B2B or B2C industries, sales management software empowers users to achieve sales goals and drive growth and profitability. Some key benefits are:

Streamline sales process

• Facilitates the efficient capture, tracking, and analysis of leads

• Visualization of the pipeline, allowing teams to identify areas for improvement

• Advanced analytics tools within the software provide real-time insights into KPIs

• Templates and other features that enable the efficient generation of proposals

Brings multiple tools onto one platform

• The three most used channels under one window—email, phone, and chat

• Integrations with essential software like billing, helpdesk, marketing automation, etc

• Notes, calendar, tasks, and appointments alongside your contacts

Unifies every record across the customer lifecycle in one place

• Complete information about your contacts on a single-screen

• Recent conversations via phone, email, and chat alongside contact information

• Status of deals and purchases linked to the contacts

Saves time and improves your teams' productivity

• Automation of recurrent tasks such as sending emails, generating reports, etc.

• Reduction in manual data entry

• Auto-assigning prospects to the right sales rep

Lets you access data anytime, anywhere with a mobile app

• All desktop functionalities on your smartphone

• Real-time push notifications that keep you up-to-date

• A dashboard that shows how your day looks like

Gives you an intuitive and simplified user experience

• Faster Implementation

• Smooth migration of data from spreadsheets or other CRM tools

• Easier adoption across sales teams

10 best sales management software

When determining which online sales management software is optimal for your operation, you should consider your unique needs and which sales software provider best fits them. Some systems may focus on smaller businesses and improving pipeline visibility, while others may cater to enterprise-level organizations and emphasize the capacity to handle higher interaction volume. Factors to evaluate include automation capabilities, lead routing, ease of integration, and collaboration features.

Let’s dive into some of the top options available to you today:

1. Freshsales

Freshsales provides an all-in-one automation software to help sales teams identify and manage leads. Enjoy the ability to attract high-intent leads, engage in contextual conversations, leverage AI-powered insights, and improve customer relationships.

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With built-in email, phone, chat, and telephony, Freshsales reduces manual workload by automating sales processes and increasing overall productivity. Freddy AI in Freshsales offers a plethora of useful features such as lead scoring and sales forecasting, helping your team gain insights into the best deals to pursue and predict future revenue.

Key features

• Freddy AI provides automation features such as deal-specific insights, next best action, crafting personalized emails, and more.

• Table, list, and Kanban views available right out-of-the-box allow for enhanced organization of customer records and simplifies how your team visualizes its workflow.

• Territory management in sales enables the identification of key territories with built-in metrics, empowering your team to segment and prioritize prospects accordingly

• Creation of multiple sales pipelines to help your team visualize progress and define specific stages to align with its preferences.

Pros

• Robust multi-channel engagement

• API and Marketplace access for enhanced integration

• Highly customizable sales pipeline

• Multi-currency and multi-language abilities

Price

Starts as low as $9 per user per month, up to $59 per user per month for our Enterprise package.

2. Salesforce

Key features

• Opportunity management provides an overview of each unique deal and advises which moves should be made to win those deals.

• Salesforce Engage breaks down silos between sales and marketing by filtering prospects, synchronizing branding, and providing real-time alerts.

• Sales Cloud centralizes customer information to allow for automation of tasks and collaboration across teams.

Pros

• Mobile accessibility

• AppExchange available for easy integration

• Highly scalable

Cons

• Pricey

• Advanced customization can be difficult even for technical experts

• Total reliance on Salesforce database, resulting in less control over CRM

Price

Begins at $25 per user per month, up to $165 per user per month.

3. Hubspot

HubSpot’s Sales Hub provides tools designed to enhance workflows, enable data-driven decisions, and improve customer relationships. It’s a part of HubSpot's broader suite of inbound marketing, sales, and customer service offerings.

Key features

• Call logging app records interactions and details directly into your CRM to save time and improve data gathering.

• CPQ (configure, price, quote) software streamlines the quoting process from creation, to approval, to close.

• Conversation intelligence allows businesses to assess their teams’ performance and leverage data-driven insights to coach for future interactions.

Pros

• Document tracking

• Email template builder

• User reviews mention satisfactory customer support

Cons

• Advanced features are challenging to utilize

• Expensive

• No A/B testing with basic packages

Price

From $90 per month per user, up to $150 per month per user.

4. monday.com

monday.com is a cloud-based work operating system and project management platform that enables teams to collaborate, manage tasks, and track project progress. It provides a customizable interface, allowing teams to create workflows, manage projects, and communicate effectively. 

Key features

• Mass email distribution empowers teams to send out campaigns in bulk, reducing manual workload and enhancing outreach.

• In-depth activity management allows for the consolidation of all deal-related communication and notes so your team is always aware of progress.

• Workdocs provides a multi-media whiteboard on which your team can collaborate on ideas focused on different topics or deals.

Pros

• Easy-to-navigate interface

• Extensive personalization options

• Excels in promoting collaboration

Cons

• Fewer features than other comparable softwares

• Limited mobile capabilities

• Lack of integration potential

Price

Starts at $12 per user per month – you’ll have to contact monday.com directly for a custom quote on its Enterprise plan.

5. Pipedrive

Pipedrive is a CRM tool designed specifically for sales teams, placing an emphasis on sales pipelines. It employs activity-based selling methods to streamline every action involved in converting a potential lead into a sale.

Key features

• Customizable chatbots can entice new leads that don’t immediately fall into the sales funnel.

• Auto lead assignment ensures that potential customers are directed to the representative or team that can best meet their needs.

• Smart contact data helps pre-qualify leads and provide reps with ample customer information to better personalize communication.

Pros

• Top-tier pipeline management

• Integrates with over 400 third-party apps

• Sales Assistant can automate repetitive tasks

Cons

• No free plan

• Restricted customization

• Steep learning curve

Price

Starts at $14.90 per user per month, up to $99 per user per month.

6. Revenue Grid

Revenue Grid is a sales management platform with a focus on identifying and fixing revenue leaks. It offers several features that aim to boost revenue, accelerate sales cycles, and improve the visualization of pipeline performance. 

Key features

• Pipeline inspection offers AI-gathered data for a centralized overview of week-to-week changes, stages of deals, and close date predictions.

• Team coaching enables digital training through AI guidance that can help provide real-time recommendations for specific deals.

• Inbox sidebar allows sales reps to access and manage Salesforce data directly from their inboxes.

Pros

• Efficient appointment-scheduling system

• Promotes enhanced personalization efforts

• Robust automation features

Cons

• User reviews mention challenges connecting to Salesforce

• Complicated UI

• Occasional lags and glitches

Price

You’ll have to contact Revenue Grid directly to receive a custom quote on any of its packages.

7. Zoho CRM

Zoho CRM acts as a single platform to consolidate sales, marketing, and customer support activities, while streamlining processes, policies, and employees in one location. Key features include contact management, sales funnels, pipeline management, and more.

Key features

• Workflow rules automate operational and data entry tasks, allowing real-world agents to focus on more nuanced responsibilities.

• Partner portals enable sales partners to become more involved in the sales process and easily share information.

• Macros empower your team to designate actions for routine activities such as sending emails, updating records, and assigning tasks.

Pros

• Great customer service

• User-friendly interface

• Easy integration with third-party apps

Cons

• Mobile app needs improvement

• Frequent updates that can disrupt workflow

• Not ideal for enterprise-level organizations

Price

Begins at $14 per user per month, up to $52 per user per month.

8. Salesmate

Salesmate is a CRM system for front-line teams that offers the ability to capture leads, engage them, and track all conversations and activities. It provides built-in tools that teams can utilize such as Calling, Texting, Pipeline Management, Deals, and more. 

Key features

• Power Dialer offers built-in call automation allowing teams to contact lead lists without switching apps.

• Smart emails allow for personalization and distribution of mass emails to help connect with more prospects.

• Goal tracking allows for clear visual progress reports on benchmarks, while including gamification elements to further encourage your team.

Pros

• Wide-ranging multi-channel capabilities

• Easy customization

• Intuitive contact and lead management

Cons

• Lacks integration with some popular third-party apps

• User reviews mention bugs and glitches

• Steep learning curve

Price

Starts at $23 per user per month – you’ll need to contact Salesmate directly for a custom quote on its Enterprise package.

9. Tidio

Tidio specializes in live chat and chatbots, allowing businesses to better interact with potential customers in real-time. It also centralizes interactions from various platforms into a unified interface, enabling agents to handle customer communication regardless of which channel it comes in from.

Key features

• Email automation tools facilitate the creation of personalized campaigns within minutes to effectively engage leads.

• Visitors List live preview allows agents to assess what unique visitors are looking for and guide them along in their journey.

• Chatbots can greet leads, pre-qualify them, and obtain contact information without any manual intervention.

Pros

• Free package available

• Easy-to-use interface

• Automation tools are fast and accurate

Cons

• Limited flexibility

• Issues with spam filtering

• Automation could be improved

Price

From $0, up to $398 per month.

10. Zendesk Sell

Zendesk Sell is a sales management system designed to simplify workflow, increase closure-rate, and improve customer success. Sell's features include automated sequences to engage leads, advanced user permissions, and an expansive range of integration capabilities.

Key features

• Sales triggers to automate parts of workflow – businesses can specify tasks they’d like automated to fit their unique needs.

• Task player displays the context of the task and the relevant deal or lead on the same page to promote an improved understanding for representatives.

• Bulk outreach allows for mass communication to segmented groups of prospects, increasing interaction volume and optimizing personalization.

Pros

• Highly integrable

• Ease of navigation

• Wealth of training resources available

Cons

• Pricey

• User reviews mention service outages

• Convoluted reporting and analytics

Price

Starts at $19 per agent per month, up to $169 per month per agent

What’s in Freshsales CRM sales management software?

Freshsales CRM is a cloud-based sales management software that can improve your sales process and boost productivity.

Here’s what you get in Freshsales CRM.

Manage prospects & contacts

Gain quick access to your contacts’ information. Freshsales CRM gives you a 360° view of a customer in just a scroll. It can also 

• Automatically capture prospects’ information who reach you via email, live chat, and web forms

• Enrich prospect and business profiles with their social media information

• Give a complete timeline of a prospect’s engagement with your business

• Identify and prioritize prospects who are most likely to become customers

Learn more about contact management

Make relevant conversations 

Engage in contextual conversations with your customers and prospects without toggling screens. Freshsales CRM comes with an inbuilt phone, 2-way email sync, and chat integration so you can 

• Make calls from within the software and automatically record and log calls. You can also manually log calls that are dialed outside the software

• Send and receive emails within Freshsales CRM and also get real-time alerts when your contacts open or click on a link on your email

• Use our chat integration and quickly engage with your website visitors when they are interested and reduce the bounce-off rate

Visually manage your sales pipeline

Define and build your sales process with ease. Freshsales CRM sales pipeline management software allows you to customize your deal stages based on your sales process. You can also

• Build multiple sales pipelines for different teams

• Forecast your revenue at each deal stage

• Filter and sort deals based on deal value, probability of closing, last activity date, and more. You also get to save these filters and access them at any time

Learn more about sales pipeline management

Automate sales process

Save time and boost your productivity by automating repetitive sales tasks with Freshsales CRM sales performance management software. Automating tasks keeps your data up-to-date and reduces manual data entry by sales reps, who sometimes forget to update tasks. Freshsales offers predefined workflow templates that you can enable with a click of a button. Using workflows in Freshsales CRM you can automatically

• Send emails

• Raise invoices

• Update CRM fields

• Update deal status

• Assign prospects to the right sales reps

Check out what else you can automate

Stay ahead of your follow-ups

Personalize your outbound campaigns and start meaningful conversations with your customers using sales sequences in Freshsales CRM. Sales sequences let you

• Choose between activity-based smart sequences and time-bound classic sequences

• Send and track how your emails are performing and create the perfect outreach for your audience

• Select from a list of templates, set up delivery timelines, and create a killer impression.

Learn more about sales sequences

Freddy’s AI insight capabilities for Freshsales

• Omni-channel support: Data from all channels is consolidated onto a single platform, offering your team a comprehensive view of customer profiles and the sales pipeline. 

• Automation: Freddy provides deal-specific insights and risk signals by examining previous communications and historical data, helping to refine your sales approach.

• Customer behavior/intent analysis: AI-driven lead scoring helps your team identify high-quality leads to better prioritize based on the probability of conversion. 

• Personalization:  Freddy offers the capacity to instantaneously analyze vast amounts of data, assessing customer preferences and past interactions to improve sales strategies.

• Continuous learning: By utilizing machine learning, Freddy constantly improves its algorithms by growing from past experiences without being explicitly programmed to do so.

Gain insights & make smart decisions

Scale your business by tracking and optimizing your sales process using the sales reports that tell you exactly where your sales stand, and how your sales team is performing. With the in-built sales reports, you can

• Create reports across different modules and export them as CSV or PDF

• Measure team performance by tracking their emails, calls, and sales activities

• Analyze trends and forecast your sales

• Review every activity that has impacted your metrics

• Customize your dashboard to get visibility on key sales metrics

• Schedule reports to be sent to your inbox at regular intervals

See what else you can do with reports