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What is the best sales management software?
Here are the best sales management software tools available on the market today.
1. Monday.com.
Best for sales and project management
Most people know Monday.com like a project management tool, but it can be customized to work like sales management software. The tool can integrate with third-party software and email clients to form a sufficiently robust sales management solution.
By using Monday.com, you can make your sales management workflow simpler and less time-consuming. At the same time, all of your company's sales data is centralized, allowing for a better organization of your sales management system.
Features
In addition to helping you manage leads and maintain better customer relationships, Monday.com provides several tools to simplify the entire sales process. From tracking sales orders to supporting Gantt charts and Kanban boards, this tool takes care of it all.
Here is a list of the main sales management features offered by Monday.com:
- Simple visual representation of sales processes
- Ability to divide sales meetings into different topics
- Advanced security features like 2FA and Google Authentication
- Multiple views such as calendar, kanban, and maps.
- Integration with applications like Slack, Microsoft Teams, and Dropbox
- Automating repetitive tasks
- Customizable dashboards
- Monitoring of tasks and deadlines
Pricing
Like most other SaaS providers, Monday.com has also divided its pricing plans into multiple tiers.
All plans are billable annually or monthly; as usual, by opting for annual plans, you can save around 18% compared to monthly plans.
Here is a brief description of Monday.com's pricing plans:
- 0$ individual plan
- $8/seat/month basic plan
- $10/seat/month standard plan
- Pro plan at $16/seat/month
- Business plan at personalized rates
Start with Monday.com.
2. Pipedrive.
Best for ease of use and simplicity
Sales CRM Pipedrive is built with an emphasis on usability and simplicity. It is a very affordable tool that is suitable for small businesses that work with a limited number of members.
Using this tool will allow you to have an overview of the entire sales pipeline. It will allow sales managers to monitor performance, assess metrics, and better track promising leads.
It also offers AI-based chatbots that help you answer user questions 24 hours a day. Consistent customer service means you're able to build better relationships with your customers and drive more traffic to your business.
Features
With Pipedrive, you can track meetings and emails, monitor team conversations, and easily integrate with other sales applications. Pipedrive even offers dedicated mobile applications that allow you to stay in control of your business on the go.
Here is a list of the important features that Pipedrive has to offer:
- Can integrate with over 200 applications such as Trello and Slack.
- A live chat feature that makes it easy for customers to get in touch with sales representatives.
- Seamless email and contact history tracking
- Chatbots and custom web forms for lead and deal management.
- AI-based sales automation for administrative tasks and data entry
- Detailed metrics and reports
- Complete confidentiality and security of business data
- Possibility to visualize transactions in a visual sales pipeline.
Pricing
Pipedrive's pricing plans are split across four levels, similar to Salesforce Sales Cloud. All plans include annual and monthly billing, but I suggest that you opt for the annual billing cycle to save money.
Here's a breakdown of Pipedrive's pricing plans:
- Essential plan at $14.90/user/month
- $24.90/user/month advanced plan
- Professional plan at $49.90/user/month
- $99/user/month business plan
Start with Pipedrive.
3. Salesmate.
Best for tracking the customer lifecycle
Salesmate allows you to develop your relationships with your customers. It is an application that organizes your contacts and manages your communications with them.
It also tracks critical data so you can identify all critical information about your customers.
The app is beneficial for sales representatives because it uses CRM technology to organize all the contacts you need.
You can track the evolution of your product knowledge and see which customers are active, inactive, or casual buyers.
Through engaging prospects and leads, you can take advantage of cold calls or emails and use data provided by Salesmate to connect with anyone.
Features
- Bulk emails and text messages allow you to send personalized, pre-written emails and text messages to your customers.
- Salesmate also adds tasks for you at the right time, so you can complete them on a lead or opportunity just before closing it.
- Email campaigns allow you to create, send, and track emails from all of your contacts.
- Calling & Power Dialer allows you to use Salesmate's dialer to make phone calls to your customers.
- Voicemail Drop allows users to record an audio message to be sent to their customer's voicemail.
- The 360° customer view gives you an overview of all interactions with your customers.
Pricing
Four pricing plans are available. The following are the annual plans, allowing you to save 20% compared to monthly prices:
- Starter: $12 per user/month
- Growth: $24 per user/month
- Boost: $40 per user/month
- Business: Custom pricing
There's also a free 15-day trial to get started.
Start with Salesmate.
4. Keap.
Best for advanced sales management
Keap is a sales CRM known for helping sales managers track tasks, streamline customer communications, and perform advanced-level sales management. The software is ideal for getting more leads through the sales cycle.
The drag-and-drop lead management system is user-friendly and helps streamline marketing campaigns. It also has a campaign creation tool to launch successful marketing campaigns.
Features
Keap has several characteristics that make it suitable for sales management. Its sales and marketing tools allow you to automate follow-up processes and close more sales. It also integrates with over 2,000 applications using the Zapier API.
Here is a list of the essential features that Keap offers:
- Automation of lead capture, sales maturation, and appointment reminders.
- Complete system of customer management for small businesses and startups
- Easily adapts to your business
- Visual sales pipeline
- Generate invoices with a single click
- Detailed reports and analyses
- Dedicated mobile application
Pricing
Keap's pricing plans are divided into three levels and based on the number of contacts you have. Each plan starts with a minimum of 500 contacts and the price increases with the number of contacts.
Here is a quick breakdown of prices for 500 contacts:
- $79/month Lite plan
- Pro plan at $149/month
- Max plan at $199/month
All plans require expert support for a one-time payment of $499.
Start with Keap.
5. Zoho CRM.
Best for sales performance management
Zoho CRM is an integrated CRM platform that aims to help sales team members convert more leads into sales. The software is backed by an unparalleled customer support team and is considered to be one of the best selling software solutions.
CRM offers a host of tools such as built-in calendars, forecasting tools, and workflow conversion. It even allows you to set up custom rules for your CRM, automate sales operations, and hold real-time conversations with customers and prospects.
Features
Zoho allows you to make phone calls and send emails from the comfort of the platform itself. You can also track social media interactions and get a better idea of how prospects respond to your social media presence.
Here is a brief list of the essential features Zoho CRM has to offer:
- Detailed customer relationship management functions
- Ability to implement customizations based on your business needs.
- Tracking social media interactions
- Automating routine sales functions based on artificial intelligence
- Command center for creating personalized customer journeys
- Generating invoices and quotes from the CRM
- Mobile app support for iOS and Android.
- AI assistant (Zia) to predict sales based on customer data
- Sales Process Builder to integrate offline sales into CRM
Pricing
Zoho CRM offers flexible pricing plans for all user levels. You can opt for the free CRM with limited capabilities or choose the paid plans that include advanced features. All prices for the plans mentioned are for annual billing cycles.
Here's a breakdown of pricing plans for Zoho CRM:
- Standard plan for $14/user/month
- Professional plan for $23/user/month
- $40/user/month business plan
- Ultimate Plan at $52/user/month
6. Salesforce.
Best for comprehensive sales management
When it comes to sales management and CRM, Salesforce does not need to be introduced. Widely recognized as the world's number one CRM tool, it offers numerous products that can help improve your sales workflow.
From marketing automation with Pardot to lead management with Sales Cloud, the Salesforce ecosystem covers every aspect of the sales pipeline. With its extensive features and multiple collaboration and contact management tools, Salesforce is the market leader.
Features
Salesforce Sales Cloud is a CRM software complete integrating collaboration and marketing tools. You can get actionable information from customizable dashboards and reports, forecast sales, and create and track orders.
Here is a list of the features offered by Salesforce Sales Cloud:
- Complete customer and sales management
- Real-time sales forecasts and adjustments
- Automated administrative tasks
- AI-based sales probability predictions
- Customizable reports
- Integration with email applications like MS Outlook and Gmail
- Synchronization, sharing, and multi-device support
Pricing
Salesforce Sales Cloud pricing plans are divided into four tiers: Essentials, Professional, Enterprise, and Unlimited. Each plan offers increasingly expanded features, but all offer options for managing accounts, contacts, leads, and opportunities.
Here's a breakdown of Salesforce Sales Cloud pricing plans:
- Essential plan at $25/user/month
- Professional plan at $75/user/month
- $150/user/month business plan
- $300/user/month unlimited plan
All plans are billed annually and include add-ons like Pardot and Sales Cloud Einstein.
7. HubSpot.
Best for full battery sales and marketing
If you're looking for a comprehensive marketing tool that takes care of all aspects of your company's sales pipeline, HubSpot is the ideal solution. The service offers a free HubSpot CRM, as well as a Sales Hub, a Marketing Hub, and a Service Hub.
Although the software is rather cumbersome and primarily designed for large businesses, even a small business can benefit from the tools offered. With HubSpot, you can track every facet of sales, from customer interactions to profit reports, and more.
Features
HubSpot's visual dashboard gives you a clear and clear view of your entire sales pipeline. Here you will find detailed reports on individual performance, productivity, and sales activities, as well as company information and transaction tracking.
Here is a list of the features offered by HubSpot:
- CRM free forever
- Multiple add-ons for sales, marketing, services, and operations.
- Full customer support and sales pipeline management
- Easy integration between all HubSpot tools
- Productivity tools, such as the meeting planner and transaction tracking.
- Document management functions
- Capability to track and record calls
- Real-time access to information directly from the dashboard.
Pricing
HubSpot offers a lot of tools and pricing plans, so I'm going to focus on HubSpot Sales Hub pricing. Its prices are divided into three levels, namely Starter, Professional, and Enterprise. All plans support monthly and annual billing.
Below is a list of HubSpot Sales Hub pricing plans:
- Starter plan starting at $45/month
- Professional plan at $450/month
- Business plan at $1200/month
You can also choose a custom plan based on the number of users you need.
Get started for free with HubSpot CRM.
8. Nutshell.
Best for collaborative sales management
Easy to use and extremely powerful, the sales automation CRM Nutshell is designed for sales teams that work together to increase conversion rates. It also has email marketing capabilities that make it an all-in-one tool for growth marketing.
The platform is fully customizable and can help generate and score leads. It takes care of sales automation, email sequencing, and integrates seamlessly with third-party applications like Gmail and Outlook.
Features
Nutshell offers multiple views of pipeline management and is suitable for inbound and outbound sales teams. It also offers free live customer support, unlimited data storage capabilities, and detailed analytics.
Here's an overview of Nutshell's most essential features:
- Complete automation of the sales process
- Visual pipeline management
- Customizable performance reports
- Centralized contact management
- Automated email templates and sequences
- Team collaboration and marketing tools
- Live support by real humans
- Mobile application support for Android and iOS.
Pricing
Nutshell's pricing plans are as simple as the name of the app. It only offers two plans, and the price varies according to the number of users. The plans are billable on monthly and annual cycles.
Here is a brief overview of Nutshell's pricing plans:
- $19/user/month starter plan
- Pro plan at $35/user/month
What is sales management software?
Sales management software refers to software platforms (usually online) that allow sales teams to achieve their goals. With these tools, sales managers can track and manage tasks, track leads in the sales pipeline, and much more.
Summary.
Without increased sales, no business can hope to succeed and grow. And that's exactly where sales management software comes in. By streamlining the entire sales process, these tools allow you to stay in control of your sales pipeline.
If you're looking for sales management software that's right for your business, choose from these options:
- Monday.com : The best for sales and project management
- Pipedrive : The best for ease of use and simplicity
- Salesmate : The best for developing customer relationships
- Keap : Best for advanced sales management
- Zoho CRM : The best for sales performance management
- Salesforce: The best solution for comprehensive sales management
- HubSpot : The best solution for comprehensive sales and marketing services
By choosing from the above software tools, you ensure that you get the best sales management software.
