BEST Sales Management Software [Updated List]

The right sales pipeline management software will streamline and speed up your business processes. While choosing software, make sure you look for features like workflows, marketing, reports, dashboards, and lead management and consider factors like ease of use. To simplify your decision-making process, we’ve put together a list of our top sales management software picks:

Monday.com CRM

Ideal for small to large businesses.

– Use available templates or easily customize any sales pipeline, workflow, and process.

– Monitor sales team activity, track the status of deals, and manage your sales rep capacity.

– Manage emails, contact info, and related documents and interactions in one organized place.

– The mobile app is available for iOS and Android devices.

EngageBay

Ideal for freelancers and small to medium businesses.

– Manage deals with the help of a visual deal pipeline.

– Drag and drop functionality for moving operations from one stage to another.

– Make use of functionalities like live chat, ticket management, service automation, and email reports.

– Project management, gamification, contact management help sales teams with closing deals and increasing revenue.

– Use marketing tools like form & landing pages, email sequences, marketing automation, and web analytics.

HubSpot

Ideal for small to large businesses.

– Make use of features like pipeline management, deal tracking, meeting scheduling, live chat, email templates, click-to-call functionality, etc.

– Free integration with Gmail and Outlook – you get a notification when the lead opens your email.

– Features like forms, ad management, live chat, and chatbot builder are offered for the benefit of marketers.

– Features like ticketing, tickets closed and time-to-close reports, plus conversations inbox help customer service teams.

– Features like productivity tools and prospect tracking are great for operations managers.

Automate.io

Ideal for small to large businesses.

Features:

– Sync data between two apps or create simple one-to-one automation workflows.

– Visually create integrations across multiple apps with drag-drop data mapping in minutes.

– Format data and add conditional logic or time delay into workflows.

– Get data encryption at rest and transit, data retention controls, and audit logs.

Pipedrive

Ideal for small to medium-sized size businesses.

Features:

– A customizable visual representation of your pipeline is available.

– You can automate repetitive administrative tasks, and track calls, emails, and contact history.

– You can schedule sales activities and meetings and get reminders.

– It has features for security and reports & insights.

– A mobile app & integrations with other apps are offered.