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With so many different inside sales software available, figuring out which is right for you is tough. You know you want to optimize and streamline your remote sales process but need to figure out which tool is best. I've got you! In this post I'll help make your choice easy, sharing my personal experiences using dozens of different inside sales tools with various teams and accounts, with my picks of the best inside sales software.

Why Trust Our Inside Sales Software Reviews?

We’ve been testing and reviewing inside sales software since 2022. As revenue operation leaders ourselves, we know how critical and difficult it is to make the right decision when selecting software.

We invest in deep research to help our audience make better software purchasing decisions. We’ve tested more than 2,000 tools for different RevOps use cases and written over 1,000 comprehensive software reviews. Learn how we stay transparent & our inside sales software review methodology.

Tools Price
HubSpot From $45/user/month
Mixmax From $34/user/month
Velocify From $60/month
Outreach Pricing upon request
Lusha From $29/month/user
Numerik From $50/month
Front From $19/user/month (billed annually)
Kixie Powercall From $35/month
Clari Pricing upon request
Gong Pricing upon request
Preview Image - <h2 class="c-block__title b-summary-table__title c-listicle__title h3" > Compare Software Specs Side by Side</h2>

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How To Choose Inside Sales Software

With so many different inside sales software solutions available, it can be challenging to make decisions on what tool is going to be the best fit for your needs.

As you're shortlisting, trialing, and selecting inside sales software, consider the following:

  • What problem are you trying to solve - Start by identifying the inside sales software feature gap you're trying to fill to clarify the features and functionality the tool needs to provide.
  • Who will need to use it - To evaluate cost and requirements, consider who'll be using the software and how many licenses you'll need. You'll need to evaluate if it'll just be the revenue operation leaders or the whole organization that will require access. When that's clear, it's worth considering if you're prioritizing ease of use for all or speed for your inside sales software power users.
  • What other tools it needs to work with - Clarify what tools you're replacing, what tools are staying, and the tools you'll need to integrate with, such as accounting, CRM, or HR software. You'll need to decide if the tools will need to integrate together or if you can replace multiple tools with one consolidated inside sales software.
  • What outcomes are important - Consider the result that the software needs to deliver to be considered a success. Consider what capability you want to gain or what you want to improve, and how you will be measuring success. For example, an outcome could be the ability to get greater visibility into performance. You could compare inside sales software features until you’re blue in the face but if you aren’t thinking about the outcomes you want to drive, you could be wasting a lot of valuable time.
  • How it would work within your organization - Consider the software selection alongside your workflows and delivery methodology. Evaluate what's working well and the areas that are causing issues that need to be addressed. Remember every business is different — don’t assume that because a tool is popular that it'll work in your organization.

Best Inside Sales Software Reviews

In my overview for each of these tools, you’ll see a brief summary of the platform, why they made my list, and a breakdown of pricing, free trials, and pros and cons. I’ve also included a screenshot so you can see something of each tool’s inner workings.

Best for customizable sales sequences

  • 14-day free trial + free plan available
  • From $45/user/month
Visit Website
Rating: 4.4/5

HubSpot is a comprehensive customer platform that offers a wide range of marketing, sales, customer service, content management, and operations tools for businesses of all sizes. Its inside sales software, part of its Sales Hub, provides tools that assist sales teams in building pipelines and closing deals.

Why I picked HubSpot: I like that HubSpot's Sales Hub offers tools such as email tracking, meeting scheduling, and sales automation. Its integrated CRM provides real-time visibility into the sales pipeline, allowing sales reps to prioritize the most important leads. Additionally, HubSpot’s customizable sales sequences help automate follow-up emails and tasks, ensuring no lead falls through the cracks. The platform’s robust reporting and analytics capabilities also enable sales teams to track performance metrics and refine their strategies continuously. 

HubSpot Standout Features and Integrations

Standout features include lead scoring, email templates, call tracking, contact management, live chat, deal tracking, task automation, sales playbooks, pipeline management, sales forecasting, predictive lead scoring, custom reporting, meeting scheduler, prospecting tracking, conversation intelligence, and workflow automation.

Integrations include Salesforce, Gmail, Google Calendar, Outlook, Zapier, Google Ads, Facebook Ads, Zoom, Slack, LinkedIn Sales Navigator, Mailchimp, Instagram, Twitter, Salesforce, Eventbrite, WooCommerce, and Stripe.

Pros and cons


  • Workflow automation features
  • Integrated marketing, sales, and CRM tools
  • Customizable CRM for unique business needs


  • Advanced analytics features are only available at a high price
  • Free version has limited features

Best for reducing missed opportunities by prioritizing high-value activities

  • Free plan available
  • From $34/user/month
Visit Website
Rating: 4.6/5

As a general sales productivity app, Mixmax prioritizes email communication and workflow automation with email tracking, templates, CRM sync, nurture sequences, and one-click scheduling. This platform is an online solution that provides more flexibility for email communication with leads.

Why I picked Mixmax: This solution is on my list because of the way it measures revenue generating activities. The interactive reports and dashboards help you track which social media and other communications are getting the most engagement and push these tactics through to the rest of your team to enhance lead generation and increase conversion rates.

Mixmax Standout Features and Integrations

Standout features include sales engagement tracking with actionable insights that help you develop a better-performing sales playbook and one-click meeting scheduling with automated reminders to ensure better attendance.

Integrations include Box, Dropbox, Giphy, Github, Gong, Google Calendar, Markdown, Salesforce, Slack, Twitter, and Zoom.

Pros and cons


  • Intuitive navigation and clean interface
  • Easy to learn and use
  • Combines scheduling, analytics, and email tracking


  • Meeting planning with outside platforms is clunky
  • Video conferencing links are not auto-generated

Best for closing and managing mortgage deals

  • Free demo available
  • From $60/month
Visit Website
Rating: 4.4/5

As a cloud-based CRM application that incorporates email marketing, telecommunications, sales management, scheduling, and customer management, Velocify offers a massive array of tools in one platform. Currently, Velocify has Pulse® for Salesforce integration, LeadManager Enterprise™ for outreach management, and Dial-IQ® as your outbound sales dialer.

Why I picked Velocify: I added this platform to my list of inside sales software because they bill themselves as a solution for today’s modern mortgage market. They offer their software as part of the ICE Mortgage Technology® Platform to enhance your sales automation, keep your team organized, and prioritize the activities that help your sales reps close more deals.

Velocify Standout Features and Integrations

Standout features include broker and seller portals that allow you to collaborate with wholesale customers, automated underwriting solutions with Fannie Mae and Freddie Mac, and an online customer portal that allows them to fill out an application, engage with their loan officer, and e-sign documents.

Integrations include Adobe Commerce, Constant Contact, Eventbrite, Gong, GoTo Webinar, HubSpot, iContact, Keap, Mailchimp, and Marketo Engage.

Pros and cons


  • User-friendly learning process and intuitive navigation
  • Competitive pricing when compared to similar software
  • Comprehensive customization options for every need


  • Takes a lot of effort to custom configure the software
  • Dialer option has a lag when used remotely

Best for creating and closing the sales pipeline

  • Free demo available
  • Pricing upon request
Visit Website
Rating: 4.3/5

As a comprehensive sales management platform, Outreach strives to integrate conversational intelligence, sales engagement, and revenue intelligence all in one place. This platform was designed as a single source of truth for all sales activities. Sales reps should be able to find everything they need here, including engagement tools, mutual action plans, coaching, deal insights, and sales forecasting.

Why I picked Outreach: This platform caught my eye because of a feature called Mutual Action Plans. With this tool, Outreach aims to build buyer trust and de-risk your deals. Salespeople can use it to digitally collaborate with all stakeholders, allowing any sales plan to evolve with everyone’s needs. This space also acts as a central repository for a deal, so even if stakeholders or team members change, they can still get up to speed right away.

Outreach Standout Features and Integrations

Standout features include an inside sales team dashboard that shows active opportunities and allows the rep to edit close dates, deal values, next steps, and sales stages for every open opportunity and an engagement timeline that shows buyer and seller activities, including meetings, emails, and calls.

Integrations include Constant Contact, Copper, Gmail, HubSpot, Linkedin Sales Navigator, Mailchimp, Microsoft 365, Okta, Rippling, Robly, and Salesforce. All integrations are bi-directional.

Pros and cons


  • Comprehensive array of tools and features
  • Global capabilities with time zone and language options
  • Intuitive user interface for easy navigation


  • Steep learning curve if you’re not tech-savvy
  • Complexity of the tool can be difficult to navigate

Best ISO 27701-certified sales intelligence solution

  • Free plan available
  • From $29/month/user
Visit Website
Rating: 4.3/5

This web-based sales solution is designed to help your organization prospect, qualify, and reach leads with dynamic, accurate data. As the only ISO-certified sales intelligence platform, Lusha empowers your team to tap into their prospecting tools to build and update contact lists with bulk enrichment through custom filters, alerts, and rules.

Why I picked Lusha: What made this platform stand out to me is its prospecting capabilities. Using the contact searching and data verification tools, you can get a list of up to 1,000 leads that connect you directly with decision-makers.

Lusha Standout Features and Integrations

Standout features include intent reports that identify a company’s willingness and readiness to buy your product, job change filters and alerts so you can reach out to warm leads who already know your product, and data enrichment that includes company name, location, industry, size, and technology.

Integrations include Bullhorn, Gmail, HubSpot, Microsoft Dynamics, Outlook, Outreach, Pipedrive, Salesforce, SalesLoft, Zapier, and Zoho.

Pros and cons


  • Chrome extension for instant contact information
  • User-friendly and intuitive navigation
  • Up-to-date contact information and enrichment


  • Limited tutorials and support
  • Credit-based app use

Best for providing salespeople with more targeted direction

  • Free demo available
  • From $50/month

As a performance enhancing tool designed specifically for sales reps, Numerik offers a new way to approach reaching your sales goals. With this app as part of your sales cycle, you’re empowering reps with access to live sales feeds, leaderboards, sales drill-downs, commission progress, and achievement alerts.

Why I picked Numerik: This is a unique tool that revolves around what your salespeople really need to support their entire sales process. In addition to mobile access, I also like that Numerik provides gamification and rep engagement tools, like leaderboards, motivation tools, and achievement notifications.

Numerik Standout Features and Integrations

Standout features include glanceable reports that show both live data and snapshot metrics for newsfeed-style activity updates and note recordings that ensure your reps can be completely hands-free. This is a phone-first app that allows salespeople to get the data they need from their most-used device.

Integrations are not currently included.

Pros and cons


  • Mobile-first approach with responsive design
  • Very user-friendly navigation and interface
  • Super easy to learn and use


  • No personalized dashboard for tracking metrics
  • App can lag when switching functions

Best for help desk and customer support solutions

  • 7-day free trial
  • From $19/user/month (billed annually)

If you’re looking for an inside sales software to support customers and provide help desk solutions to your team, Front is the platform designed to enable sales, support, and account management teams that deliver service at scale. With this software, your team can streamline customer communication, as it combines the efficiency of a help desk with the visual and navigational elements of email.

Why I picked Front: While Front may seem like an after-sales software that’s focused on customer nurturing, it actually also provides an inbound sales solution with centralized, multi-channel communication and automated routing that ensures leads and prospects can connect with the right people.

Front Standout Features and Integrations

Standout features include collaboration functionalities that allow you to quickly loop in team members or bosses for faster solutions and approvals, as well as customer history and data pulled from bi-directional integrations with your CRM.

Integrations include Asana, DropBox Business, Gmail, HubSpot, Microsoft 365, Salesforce, Slack, Trello, WhatsApp, Zapier, and Zoom Meetings.

Pros and cons


  • Versatile pricing for small businesses and enterprise needs
  • Intuitive navigation for basic features and functionality
  • Easy to learn due to the familiar visuals of an email inbox


  • Limited keyword search functionality
  • Complex features have a steeper learning curve

Best for advanced sales dialing and outreach

  • 7-day free trial
  • From $35/month

A cloud-based sales engagement platform, Kixie PowerCall is meant to enhance sales rep performance with reliable, automated calling and texting through your CRM. As a solution for customer-facing teams, Kixie also offers a Chrome extension that has an advanced suite of outreach features that boost productivity through phone number recognition, one-click calling, and automatic call recording.

Why I picked Kixie PowerCall: This platform made my list because it ensures your auto dialer has comprehensive crossover with your CRM to automatically update customer information and eliminate manual data entry. With bi-directional CRM integrations, your team can find the right information every time and work more efficiently.

Kixie PowerCall Standout Features and Integrations

Standout features include an outbound auto dialing and power dialing to make more calls per minute, inbound call routing that helps customers reach reps faster, and customer support software that monitors calls and coaches sales reps.

Integrations include ActiveCampaign, Anaconda, Capsule, Gong, HighLevel, HubSpot, Pipedrive, Pipeline, Salesforce, and Zoho CRM.

Pros and cons


  • Increases outbound and inbound connections
  • Easy to implement and learn
  • Great customer support team


  • Cannot trigger automated calls from the integrated CRM
  • Chrome updates can cause issues with Kixie

Best as a single, unified platform for executives and salespeople

  • Free trial available
  • Pricing upon request

This web-based inside sales software solution can help empower your revenue team to close more deals through conversation intelligence that provides reps and executives the information they need to spot revenue leaks, improve predictability, and align buyers and sellers. The Copilot product, specifically, powers workflows with generative AI and provides proactive, actionable alerts.

Why I picked Clari Copilot: This solution stood out to me because it highlighted the need to unite execs and reps in one place. Their platform provides sales leaders with real-time pipeline status and executives with reporting tools for the board of directors.

Clari Copilot Standout Features and Integrations

Standout features include real-time monologue and battlecards alerts that help sales reps navigate objections from prospects and enterprise grade security that’s SOC 2 Type 2 certified.

Integrations include BlueJeans Meetings, Freshsales, Google Meet, HubSpot CRM, Microsoft Teams, Outreach, Pipedrive, Salesforce Sales Cloud, Slack, and Zoom Meetings.

Pros and cons


  • Visual tool for better understanding data
  • Intuitive navigation and learning experience
  • Highly collaborative tool for top-down execution


  • Data updates can lag
  • Limited information in error messages

Best for having the largest integration ecosystem on the market

  • Free demo available
  • Pricing upon request

As a revenue intelligence platform, captures all customer interactions from every channel to deliver insights that are designed to help your sales representatives close more deals. With customer data from every call, email, and SMS, Gong runs all essential touchpoints through their AI revenue engine to provide strategy that improves productivity and deals.

Why I picked The main reason Gong caught my eye was their integration capabilities. With one of the most comprehensive integration solutions, Gong can automatically capture and update all data across your entire tech stack to improve visibility across every team and every deal. You can also connect Gong to your power dialer and collect call recordings, customer information, and phone numbers. Standout Features and Integrations

Standout features include a custom coaching program based on your data with actionable guidance for the team and Smart Trackers that can train Gong’s AI to pick up on essential concepts across all customer interactions.

Integrations include, Chili Piper, Conquer, Gainsight, Highspot, HubSpot CRM, Klue, Lessonly, Salesforce, Slack, and Zoom. Gong has over 100 native integrations with more coming soon.

Pros and cons


  • Massive selection of integrations
  • Quick to learn how to use
  • Very easy to implement


  • Limited training from the Gong team
  • There are occasional transcription errors

Other Inside Sales Software

You have a lot of options when it comes to inside sales software, so here are a few extra that didn’t make my list but might still be a good fit for you.

If you still haven't found what you're looking for here, check out these tools closely related to inside sales software that we've tested and evaluated.

Selection Criteria For Inside Sales Software 

My methodology for evaluating inside sales software is rooted in my direct experience and thorough research, ensuring that each recommended solution meets a high standard of performance and utility. The functionality of inside sales software is paramount, addressing various needs and pain points specific to sales teams while supporting broader revenue operations goals.

Core Inside Sales Software Functionality - 25% of total weighting score

To be considered for inclusion on my list of the best inside sales software, the solution had to support the ability to fulfill common use cases:

  • Efficient lead capture and qualification to streamline the sales funnel
  • Automation of repetitive tasks to increase productivity
  • Comprehensive tracking of customer interactions for informed follow-ups
  • Detailed analytics to guide strategic decisions and improve sales performance
  • Seamless integration with other business tools to maintain data coherence and workflow continuity

Additional Standout Features - 25% of total weighting score

  • Advanced AI-driven insights to anticipate customer needs and personalize interactions
  • Mobile accessibility for managing sales activities on the go
  • Enhanced customization options that adapt to specific sales processes
  • Robust communication features facilitating team collaboration and knowledge sharing
  • Superior data encryption and security measures to protect sensitive information

Usability - 10% of total weighting score

  • Intuitive user interface that minimizes onboarding time and maximizes adoption
  • Streamlined navigation and workflow to reduce cognitive load and improve efficiency
  • Responsive design that ensures a consistent experience across devices
  • Clear and accessible reporting dashboards that present data meaningfully

Onboarding - 10% of total weighting score

  • Comprehensive resources like video tutorials and interactive guides for quick learning
  • Responsive support during the initial setup and data migration phases
  • Community forums or user groups for sharing best practices and tips
  • Regular updates and training sessions to keep users informed on new features

Customer Support - 10% of total weighting score

  • Availability of multiple support channels tailored to user preferences
  • Proactive and knowledgeable support teams ready to assist with any issues
  • Online knowledge bases and FAQs for self-service troubleshooting
  • Commitment to continuous improvement based on customer feedback

Value For Money - 10% of total weighting score

  • Transparent pricing models that align with the software's value proposition
  • Flexible plans that cater to different sizes and types of sales teams
  • Demonstrated ROI through case studies or testimonials
  • Free trials or demos to assess the software's fit before purchase

Customer Reviews - 10% of total weighting score

  • Positive feedback across diverse industries and user profiles
  • Testimonials that speak to significant improvements in sales efficiency and results
  • Critiques that are taken seriously and addressed in product updates
  • High ratings in usability, customer support, and feature set

By applying these criteria meticulously, I identify inside sales software that not only meets generic functional needs but also addresses specific challenges and opportunities within sales operations, thereby empowering teams to achieve their objectives more effectively.

Inside sales software continues to evolve rapidly, reflecting broader trends in sales technology and the growing sophistication of revenue operations. These advancements are driven by a demand for greater efficiency, deeper insights, and a more personalized sales approach. Analyzing recent product updates, press releases, and release logs reveals several key trends shaping the future of inside sales software.

Evolving Features and Technologies

  • Integration of AI and Machine Learning: AI functionalities are increasingly being integrated to provide predictive analytics, lead scoring, and automated customer interaction insights, helping sales teams to prioritize their efforts more effectively.
  • Enhanced Automation: Automation features are expanding beyond simple task automation to include more advanced aspects of the sales process, such as automated outreach and follow-ups based on customer behavior or engagement metrics.
  • Increased Focus on Data Analytics: There is a clear trend towards more sophisticated data analytics capabilities, enabling sales teams to leverage data for strategic planning, performance tracking, and real-time decision-making.

Most Important and In-Demand Features

  • CRM Integration: Seamless integration with CRM systems remains crucial, as it ensures that sales teams have access to comprehensive customer data, enabling more informed interactions and strategies.
  • Collaboration Tools: Features that enhance collaboration among sales team members, even in remote or hybrid environments, are increasingly important, facilitating the sharing of insights and strategies.

Novel and Unusual Functionality

  • Voice and Sentiment Analysis: Some of the most novel features include the ability to analyze voice tones and sentiments in sales calls, providing sales reps with deeper insights into customer emotions and reactions.

Features Losing Ground

  • Standard Reporting: Basic reporting functionalities are becoming less valued as users seek more advanced analytics that offer deeper insights and actionable intelligence.
  • Rigid, One-Size-Fits-All Solutions: There is a declining interest in inflexible software solutions, as businesses increasingly look for customizable and scalable tools that can adapt to their evolving needs.

For revenue operation leaders, staying on top of these trends is important for selecting software that not only addresses current needs but is also poised to adapt to future sales landscapes. As such, prioritizing software with advanced analytics, AI integration, and personalization capabilities will be key to driving sales success in the evolving digital marketplace.

What Is Inside Sales Software?

Inside sales software is a digital tool used by sales teams who primarily engage with customers remotely, rather than through face-to-face interactions. It facilitates various aspects of the remote selling process, including lead management, communication via phone or email, sales pipeline tracking, and automated sales tasks. This software integrates essential functionalities needed for inside sales activities into a single platform, streamlining the sales process for teams operating within an office or virtually.

The benefits of using inside sales software include increased efficiency and productivity in sales operations. It automates repetitive tasks, allowing sales representatives to focus more on customer engagement and sales strategies. The software enhances the management and tracking of sales activities, providing clear insights into the sales pipeline and customer interactions. This leads to improved sales performance and decision-making. Additionally, it supports better customer relationship management, ensuring timely follow-ups and effective communication, crucial for successful remote selling.

Features Of Inside Sales Software

The best inside sales software solutions offer a suite of features that optimize the sales process, enhance productivity, and provide actionable insights, enabling teams to achieve their targets efficiently. Below are the most important features to look for in inside sales software:

  1. CRM Integration: Ensures seamless access to customer data, enhancing the quality of interactions and enabling personalized engagement strategies.
  2. Lead Management: Facilitates the efficient tracking, scoring, and nurturing of leads, which is essential for optimizing the sales funnel and improving conversion rates.
  3. Sales Automation: Automates routine tasks, allowing sales reps to focus more on selling and less on administrative duties, thereby boosting productivity.
  4. Call Management: Provides tools for dialing, call logging, and recording, which are crucial for effective communication and performance analysis.
  5. Email Tracking: Allows sales teams to monitor email opens and interactions, providing valuable insights that can inform follow-up strategies.
  6. Analytics and Reporting: Offers comprehensive insights into sales activities and performance, enabling data-driven decision-making and strategy refinement.
  7. Performance Management: Facilitates the tracking of individual and team metrics, helping to identify high performers and areas needing improvement.
  8. Collaboration Tools: Enhances team communication and coordination, which is particularly important in remote or distributed team settings.
  9. Customization and Scalability: Ensures that the software can adapt to the unique processes and growth of the sales organization.
  10. User-Friendly Interface: Minimizes the learning curve and enhances user adoption, which is critical for realizing the full benefits of the software.

Choosing inside sales software with these features can significantly enhance the efficiency and effectiveness of revenue operations. It's important to select a solution that not only addresses current needs but is also adaptable to future changes in the sales landscape, ensuring long-term value and support for your sales organization.

Benefits Of Inside Sales Software

By integrating various sales tools into one comprehensive system, inside sales software enable teams to work more efficiently and effectively. Here are five primary benefits of adopting inside sales software for users and organizations:

  1. Enhanced Productivity: Automates routine sales tasks, allowing reps to spend more time engaging with prospects and closing deals.
    • This automation reduces manual data entry and task management, enabling sales teams to focus on more strategic activities that directly contribute to revenue generation.
  2. Improved Lead Management: Centralizes and organizes lead information, making it easier to track and nurture potential customers through the sales funnel.
    • Effective lead management ensures that no opportunities are missed and that each lead is consistently nurtured, increasing the likelihood of conversion.
  3. Data-Driven Decision Making: Provides analytics and reporting tools that deliver insights into sales activities and outcomes.
    • By understanding key performance indicators and trends, sales managers can make informed decisions that steer the team toward achieving its sales targets.
  4. Increased Sales Velocity: Streamlines the sales process, reducing the time from initial contact to close.
    • A faster sales cycle increases the team's capacity to handle more deals, directly impacting the organization's bottom line.
  5. Scalability: Adapts to the growth of the sales team and can be customized to fit changing business processes and objectives.
    • As the organization grows, the software scales accordingly, providing a stable foundation that supports expansion without the need for constant system changes or upgrades.

Costs & Pricing For Inside Sales Software

Inside sales software typically offer tiered pricing structures to accommodate businesses of different sizes and requirements, from startups to large enterprises. Here's a breakdown of common plan options you might encounter:

Plan Comparison Table For Inside Sales Software

Plan TypeAverage PriceCommon Features Included
Basic$10 - $30/user/monthLead management, call logging, email tracking, basic reporting
Professional$30 - $75/user/monthAdvanced analytics, CRM integration, increased automation, enhanced support
Enterprise$75 - $150+/user/monthCustom integrations, advanced reporting, dedicated support, API access
Free$0Limited lead management, basic call logging, some email tracking capabilities

When selecting a plan, consider the scale of your sales operations and the specific features that will drive the most value for your team. While a free plan may offer a good starting point for small teams or those new to inside sales software, growing or more advanced sales organizations will likely benefit from the more comprehensive features offered in Professional or Enterprise plans. It's crucial to select a plan that not only fits your current needs but also has the scope to accommodate future growth.

Inside Sales Software Frequently Asked Questions

Need to know more? Check out this FAQ for answers to common concerns.

What are the types of inside sales software?

There are several types of inside sales software, each catering to different aspects of the sales process. Understanding these types can help organizations choose the right tools to enhance their sales operations:

  1. CRM (Customer Relationship Management) Software:
    • Centralizes customer data and interactions, providing sales teams with detailed insights into customer behaviors and preferences. This software type is essential for managing leads, opportunities, and customer accounts.
  2. Sales Engagement Platforms:
    • These platforms automate and optimize customer interactions across various channels, including email, phone, and social media. They provide features like email templates, call scripts, and activity tracking to enhance engagement efficiency.
  3. Dialer Software:
    • Specifically designed for making and managing calls, dialer software can automate dialing processes, record calls, and provide analytics on call outcomes, helping sales teams maximize their phone-based outreach.
  4. Sales Automation Tools:
    • These tools automate repetitive tasks within the sales process, such as follow-ups, scheduling, and updating sales records, allowing sales reps to focus more on selling and less on administrative tasks.
  5. Email Tracking Software:
    • This software provides insights into how recipients interact with sent emails, offering metrics like open rates, click rates, and reply rates, which can inform follow-up strategies and content optimization.
  6. Sales Analytics and Performance Management:
    • These tools offer detailed analytics and reporting features that help sales managers track performance, identify trends, and make data-driven decisions to improve sales strategies and outcomes.
  7. Sales Training and Onboarding Software:
    • Designed to accelerate the training and ramp-up time for new sales reps, these tools provide educational content, simulations, and progress tracking to enhance sales skills and product knowledge.
  8. Proposal and Quote Management Software:
    • These tools streamline the creation, sending, and tracking of sales proposals and quotes, ensuring accuracy and consistency while enabling faster turnaround times for closing deals.

By selecting the appropriate mix of inside sales software, organizations can optimize their sales processes, improve rep productivity, enhance customer engagement, and ultimately drive higher sales performance.

Who uses inside sales software?

Inside sales software offers solutions across a variety of industries, teams, and roles, including legal, retail, travel, transportation, storage, and restaurants. Businesses of any size can enjoy the benefits of inside sales software.

What are the 7 stages of inside sales?

Since inside sales are fully remote and digital, there are several steps to getting from lead to close, including:

  1. Lead prospecting – Finding people or companies who need your product
  2. Lead qualifying – Determining if these leads are ready to buy
  3. Initial outreach – Giving a demo or presentation of your product
  4. Objection handling – Answering comments, questions, and concerns
  5. Negotiations – Agreeing on pricing and services, setting an implementation date
  6. Closing the deal – Sending and signing the contracts
  7. Relationship nurturing – Setting the stage for follow ups, upselling, and cross-selling

Additional Sales Software

Whether or not inside sales software is the right fit for your sales process, there are tons of other tools that could be exactly what you need. See some other recommendations from the RevOps team below: 


Inside sales software can streamline your sales process and increase your team's efficiency with its varied features. I hope this overview of the best inside sales software helped you narrow down your options and pick the right fit for your team.

If you’re looking for more deep dives into digital tools or emerging trends in your niche, sign up for the RevOps newsletter for weekly insights from the experts.

Phil Gray
By Phil Gray

Philip Gray is the COO of Black and White Zebra and Founding Editor of The RevOps Team. A business renaissance man with his hands in many departmental pies, he is an advocate of centralized data management, holistic planning, and process automation. It's this love for data and all things revenue operations landed him the role as resident big brain for The RevOps Team.

With 10+ years of experience in leadership and operations in industries that include biotechnology, healthcare, logistics, and SaaS, he applies a considerable broad scope of experience in business that lets him see the big picture. An unapologetic buzzword apologist, you can often find him double clicking, drilling down, and unpacking all the things.