Best Sales Pipeline Software
Sales pipeline software helps sales reps and/or sales managers track and manage individual sales opportunities as well as the distribution of all opportunities. Sales pipeline management software is also another name for sales customer relationship management (CRM) systems . All of the pipeline tracking and prioritization activities happen within the salesperson’s CRM platform. Some examples of sales CRMs include Pipedrive , Close.io , Salesmate , and Freshworks CRM . Other sales analytics tools like InsightSquared...
We've collected videos, features, and capabilities below. Take me there.All Products
(1-25 of 70)
Bigin by Zoho CRM is a simplified customer relationship management (CRM) software designed specifically for small businesses, startups and teams. Bigin helps small businesses unify customer-facing operations— marketing, sales, onboarding, delivery, and support, and it offers features…
Zoho CRM is a simple, very low-cost CRM option for the smaller end of the SMB segment. The product has several useful integrations with other products, including QuickBooks, and Google Apps and Google Docs. The product also has an integrated project management module.
Insightly is presented as a modern, affordable CRM that is easy to use, simple to customize, and that scales with companies as they grow, designed to solve common pain points that legacy CRMs can't. Available in any vertical, Insightly CRM customers can add companion products for…
monday CRM provides control over the entire sales funnel and helps users close deals faster by automating manual work and streamlining sales activities from A-Z.
Salesmate is a single platform that helps create personalized experiences across marketing, sales, and…
Affinity (or Project Affinity) headquartered in San Francisco supplies pipeline automation with automatic data and file capture with deduplication, task reminders, sales team efficiency reporting, as well as the platform's machine learning collective intelligence engine for judging…
Mediafly Intelligence360, based on InsightSquared's solution acquired by Mediafly in 2021, is a sales analytics and development platform that also supports demand generation analytics and SaaS reporting. It is designed for providing insights into sales processes, closing rates, pipeline…
Keap is a small business-focused, comprehensive sales and marketing platform which combines basic contact management, CRM, marketing automation, and e-commerce capabilities into a single, subscription-based SaaS product.
Pipedrive is a customer relationship management (CRM) software built to help small teams to drive sales.
Salesflare headquartered in Antwerp offers their small business intelligent CRM, providing automated event tracking and related features designed to aid the operations of SMBs.
InsideSales Playbooks (formerly XANT Playbooks) aims to help SDRs and AEs quickly build closeable pipeli…
Capsule is a CRM solution for businesses of up to 1,000 employees. The vendor boasts over 10,000 businesses globally as customers, who choose it as the platform to deliver success across their sales and customer facing teams. Capsule is presented as easy to use and quick to adopt.…
Xactly Forecasting enables users to tackle the toughest pipeline challenges and deliver the results that matter to everyone from the CRO to Finance. Xactly Forecasting helps to improve sales and revenue forecasting accuracy using artificial intelligence (AI) and machine learning…
Freshsales is a sales force automation solution for sales teams. It provides features that help salespeople to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and…
Clientjoy is a crm to manage Sales Pipeline, Clients,
Appointments, Mailbox, Create Proposals, Contracts, Invoices, collect
Payments & run Email Sequences, combining 8 tools in one.
Clientjoy CRM is designed & developed keeping small & medium
businesses, typically agencies & freelancers in consideration…
People.ai is a revenue intelligence platform for go-to-market teams. The platform promises to help sales, marketing and customer success teams uncover every revenue opportunity from every customer.
Customers include: Lyft, Gainsight, Tanium and Palo Alto Networks. People.ai helps them capture contacts, activity and engage…
CoPilot is a Sales Automation platform from the makers of Autopilot. Features include the the capabilities to engage and nurture prospects with personalized email drip campaigns, automate follow up emails to reduce time spent prospecting, measure performance in real-time, and interface…
Korero is designed to be a one stop solution for Customer Relationship Management, Collabor…
Dooly is a sales enablement platform that collects information and insights essential to close business sales. Originally designed to make faster updates in Salesforce, Dooly has evolved into a connected workspace that integrates with several different CRM tools. Features include…
The SalesSeek platform provides Contact & Deal Management, Email Marketing & Automation, Forecasting, Task Management, Web Analytics, and Social Monitoring in a visual web application. The tools are combined with action-oriented visualisations and dashboards for all roles: CEO, Sales…
Sellsy is one integrated suite for sales management. Some key features include: CRM Pipelines, Invoicing, Time Tracking, HelpDesk, ERP, and POS.
SalesChoice product provides end-to-end sales insights to overcome revenue uncertainty and sales inefficiency:
SalesChoice insights aim to enable users to see the future as well as the true state and history of revenue operations. The vendor describes its benefits:
- Recognize and reduce risk across the deal lifecycle, for new sales and re…
Sales Pipeline Software TrustMap
TrustMaps are two-dimensional charts that compare products based on trScore and research frequency by prospective buyers. Products must have 10 or more ratings to appear on this TrustMap.
Learn More About Sales Pipeline Software
What is Sales Pipeline Software?
Sales pipeline software helps sales reps and/or sales managers track and manage individual sales opportunities as well as the distribution of all opportunities.
Sales pipeline management software is also another name for sales customer relationship management (CRM) systems. All of the pipeline tracking and prioritization activities happen within the salesperson’s CRM platform. Some examples of sales CRMs include Pipedrive, Close.io, Salesmate, and Freshworks CRM.
Other sales analytics tools like InsightSquared may ingest sales CRM data and help automate the process of pipeline management.
Sales Pipeline Software Features
Most sales pipeline management and CRM platforms will have the following features:
Create pipeline stages: Allows users to set up a sales funnel with different stages that reflect their particular sales process. This will be the organizational structure for managing opportunities and forecasting sales. Stages correlate with different actions and deal confidence levels.
Deal confidence levels: Pipeline calculates the probability of deal based on pipeline stage and other details.
Timeline view: Sales pipeline can be viewed as a timeline of stages, for visualizing individual opportunities or aggregate opportunities.
Opportunity import/creation: Opportunities can be added to the sales pipeline via import from CRM or created new within the tool.
Append to opportunities in the pipeline: Users can attach records, tasks, meetings, etc. to opportunities in the pipeline.
Drag and drop opportunities: Users can manage the sales pipeline by dragging and dropping opportunities to different stages.
Pipeline management suggestions & prioritization: Automatic or semi-automatic deal prioritization; recommends which deals to focus on or actions to take with certain opportunities.
Pipeline filter: Users can filter the sales pipeline to only view a particular set of opportunities, such as opportunities above some likelihood to close, or opportunities above some deal size.
Mobile pipeline management: Includes mobile functionality for viewing and managing the sales pipeline.
Sales pipeline reminders & updates: Sends users reminders about their own deals, such as deals that need attention, or updates on movement within the pipeline and progress against goals.
Benefits of Using Sales Pipeline and CRM Tools
Simplified workflow—Timeline view and drag and drop interfaces are simpler and more intuitive than spreadsheets or tables.
Deal prioritization—The visual layout makes it easier for salespeople to envision their set of deals in relation to one another, and prioritize their time and attention accordingly.
Defined sales process—Building a visual sales pipeline with specific stages or states requires organizations (or individuals) to define and streamline the sales process. This promotes sales pipeline management best practices like consistent opportunity scoring.
Accurate sales forecasts—An organized sales pipeline helps keep sales forecasting consistent, based on consistent opportunity scoring and calculation of deal confidence levels. This creates strong historical data about deal success, ensuring accurate models and sales projections.
Sales Pipeline Software Comparison
Before investing in a sales pipeline or sales CRM platform, consider the following key factors:
Feature complexity: Are you looking for a sales CRM platform with easy-to-use and simple features for your small sales team? Or do you need a sales pipeline and CRM software with more robust and advanced features? Some products are better suited for small and midsize teams than they are for enterprise organizations that may require more customized features or a more customized user interface.
Ease of use: How friendly is the user interface of the software? Ease of use is critical, especially when it comes to getting your sales team to adopt new technology. Certain sales CRM software may be easier for your team to learn how to use than others. Some reps may already have experience using a specific sales pipeline software that will make it easier for them to start fully using the software.
Integrations: Do the sales CRM platforms you are considering integrate with the other sales and marketing software your business is using? Make sure that the various streams of customer and lead data collected by other platforms you use can be easily funneled into your sales CRM platform.
Price: How much are you looking to spend on a sales pipeline and CRM platform? Different vendors may have slightly different pricing models that make it easier or harder for the software to scale as your business grows. Some vendors also offer a free version of their sales CRM platform, which can be a great way to test out the product before purchasing it.
Pricing Information
Sales pipeline software typically costs from $10 to $50 per user per month, depending on the range of capabilities included. Some vendors like HubSpot, Agile CRM, and Zoho offer a free version of their CRM software.
Related Categories
Frequently Asked Questions
What does sales pipeline software do?
Why use sales CRM software?
Using pipeline management or CRM software helps sales reps in a few key ways:
- Manage leads and contacts
- Better segmentation of customer and lead lists
- Sales forecasting
- Track sales opportunities and deals
- View sales reporting dashboards
- Help automate personalized outreach
They also help sales managers and leaders get a bird’s eye view of how their team sales team is performing as a whole. It can help answer critical questions like ‘how close are we to achieving our quota this quarter?’ and ‘what percentage of deals are currently in negotiation?’.
What is the best sales pipeline software?
According to end-user feedback on TrustRadius, some of the most popular sales pipeline and CRM software (based on the number of reviews they have) are:
How much does sales pipeline and CRM software cost?
Starting prices for ales pipeline and CRM software can cost between $10 - $50 per user per month. Higher-priced plans typically allow for a greater number of users or offer more advanced features. Some vendors also offer a free version of their sales CRM software. Examples include: