Best Sales Database Software Shortlist
Here’s my list of the best sales database software across a range of industries and use cases.
- Keap - Best all-in-one sales and marketing software to help grow small businesses
- Bitrix24 - Best for a collaborative and unified workspace
- Airtable - Best for keeping sales and account management teams in sync
- Apptivo - Best sales CRM tool for customization
- Zendesk - Best for advanced sales reporting and analytics
- EngageBay - Best for enhancing your client profiles
- Freshworks - Best for small businesses that need a simplified interface
- Copper - Best for viewing your full relationship history with every client
- HubSpot Sales Hub - Best for connecting separate departments with a single set of tools
- Close - Best for fast setup and implementation
When it comes to running a business, your client data is worth its weight in gold, but it’s only useful if you can organize and access it as needed to make use of its potential. With sales database software, you can utilize a variety of management features to enhance your sales processes and workflow with automation, notifications, and analytics.
Most of the time, your CRM will have database management capabilities, you just need to find and train your team on using these essential features. Learn more about what sales database software in your CRM can do for you when you review my guide.
What Is Sales Database Software?
Sales database software is first and foremost designed to organize contact and lead information to provide easier access for sales reps and management teams. Your software allows teams to review and manage leads, contacts, and account information in one centralized location. It will also support auxiliary operations, like tracking client history, analytics, and buyer behaviors.
Some sales software will require SQL queries for enhanced functionality, but many SaaS companies are moving away from this model to ensure more accessibility at every level of your organization and encourage non-technical users to dive into this feature.
Overviews Of The 10 Best Sales Database Software
Below, you’ll find a brief summary of each tool on my list, a snapshot of their interface, as well as a few outstanding features, pricing details, and pros and cons that will help you make a final decision.
1. Keap - Best all-in-one sales and marketing software to help grow small businesses
This tool is a comprehensive marketing and sales tool that also provides you with a sales database to ensure a holistic ecosystem that manages all of your sales operations. Keap offers CRM, sales, and marketing automation that’s designed for service-based businesses with repeatable process needs.
Why I picked Keap: I chose to put this platform on my list because their sales database tools feature automated lead capture and organization no matter where the lead comes from. Keap can show you all relevant lead data captured from social media, custom web forms, and landing pages on the desktop or mobile app.
Keap Standout Features and Integrations
Standout features include a mobile app that provides instant access to company and client contact information and contact segmentation that allows you to specify follow-up triggers.
Integrations include Dropbox Business, Gmail, Google Drive, Mailchimp, Salesforce Sales Cloud, Shopify, Slack, Trello, WordPress, and Zoom. Connect to over 5,000 apps through Zapier.
Pricing One-Liner: From $199/month
Free Trial One-Liner: 14-day free trial available
Pros
- Robust training manuals and blogs
- Accessible customer support team
- Very easy to use
Cons
- Has a bit of a learning curve
- Limited calendar customization capabilities
2. Bitrix24 - Best for a collaborative and unified workspace
Bitrix24 is a sales, collaboration, HR, and CRM software that offers lead management, client communication, team management, omnichannel marketing, and shared workspaces all in one place. The software is 100% mobile, which makes it a great option for remote and field sales.
Why I picked Bitrix24: This platform caught my eye because they offer a comprehensive database and contact management. Once a lead or customer is in your system, you can easily update, segment, and reach out based on custom stages and triggers. Email or call a client from the CRM with just one tap to move deals down the sales pipeline.
Bitrix24 Standout Features and Integrations
Standout features include template creation pre-loaded with customer data and legally binding e-signature links that can be sent through SMS or email.
Integrations include Asana, Asterisk, DocuSign, Jira, Microsoft 365, OneDrive, PayPal, Stripe, WhatsApp, WordPress, and Zoom.
Pricing One-Liner: From $51/month
Free Trial One-Liner: Free plan available
Pros
- Designed to replace multiple tools in your tech stack
- Real-time functionality for collaboration
- Robust mobile app for better accessibility
Cons
- Requires some training to learn
- User interface is a little outdated
3. Airtable - Best for keeping sales and account management teams in sync
As a CRM platform and organizational software solution, Airtable is designed to offer teams of all sizes a centralized platform for managing customers, projects, and ideas. The Airtable team focused on making their management software as mobile-friendly and flexible as possible with native desktop and smartphone apps.
Why I picked Airtable: One feature that caught my eye in this sales CRM system is the option to create customizable automation to simplify repeatable processes. Whether it’s sharing Slack updates for training completion or triggering follow-ups for email marketing, Airtable eliminates manual repetitive tasks.
Airtable Standout Features and Integrations
Standout features include drag-and-drop components for interface creation and a relational database that allows you to create a secure single source of truth for all data.
Integrations include Asana, Basecamp, Box, Dropbox, Miro, Outlook Calendar, Pocket, Salesforce Sales Cloud, Slack, and Zendesk Sell.
Pricing One-Liner: From $12/seat/month
Free Trial One-Liner: Free plan available
Pros
- Well-organized documents that are easy to find
- Easy to use with intuitive navigation
- Customizable dashboard for tasks, notes, and comments
Cons
- Uploading from Google Drive is clunky
- Not really intuitive to set up Gantt charts
4. Apptivo - Best sales CRM tool for customization
This sales, marketing, and customer relationship management tool is designed to include campaign management, lead management, intuitive dashboards, and marketing automation — all accessible through Android and iOS devices.
Why I picked Apptivo: I like this platform because it offers full customization for nearly every aspect of your workflow, including custom views, fields, and layouts that can simplify your processes. Most configurations are through drag-and-drop functionality that allows anyone to enable and toggle features.
Apptivo Standout Features and Integrations
Standout features include Kanban views with real-time status updates for leads and opportunities and activity tracking for routine document and task management.
Integrations include Authorize.net, Fuze, Google Calendar, Google Contacts, Google Forms, PayPal, RingCentral, Stripe, Xero, and Zipmark.
Pricing One-Liner: From $10/user/month
Free Trial One-Liner: 30-day free trial available
Pros
- Prioritized ease of use
- Accessible and responsive customer service
- Affordable pricing for small businesses
Cons
- Some API integrations require extra work
- Custom configurations take time to implement
5. Zendesk - Best for advanced sales reporting and analytics
As a complete CRM solution and customer database tool, Zendesk Sell specifically focuses on reducing friction between teams and providing a more comprehensive view of prospect and customer interactions through analyzing customer and lead data, eliminating repetitive tasks, and leveraging integrated communication channels to meet customers where they’re at.
Why I picked Zendesk: This tool made my list because they make it easy to switch over to a new customer data management software or add one to your existing tech stack. You don’t have to worry about IT reconfiguring your entire system, as Zendesk works right out of the box without any big interruptions to your workflow.
Zendesk Standout Features and Integrations
Standout features include sales pipeline management with a mobile CRM system for phones and advanced sales forecasting, analytics, and reporting tools.
Integrations include Dropbox Business, Gmail, Google Calendar, Google Drive, HubSpot CRM, Mailchimp, Rippling, Slack, Trello, and Zapier.
Pricing One-Liner: From $19/user/month
Free Trial One-Liner: 14-day free trial available
Pros
- Very user-friendly interface
- Intuitive navigation through the app
- Simple implementation for most companies
Cons
- Advanced features are only available at premium tiers
- Occasional downtime for updates
6. EngageBay - Best for enhancing your client profiles
Because EngageBay is focused on being your all-in-one marketing software, it combines lead generation, client database software, marketing tools, and CRM features into the same platform. EngageBay is designed to help your business at every stage, from acquiring and nurturing leads to engaging with clients and closing sales.
Why I picked EngageBay: This tool made my list because of its 360-degree view of your contacts. You can build a comprehensive profile for every single lead and client with multiple touchpoints, including personal interests, social media profiles, lead scores, notes, and communication history.
EngageBay Standout Features and Integrations
Standout features include email templates to streamline first contact and marketing campaigns, as well as an online web form builder that allows you to capture more leads.
Integrations include Amazon SES, DocuSign, GupShup, LinkedIn, MailGun, SendGrid, Shopify, Stripe, Xero, and Zapier.
Pricing One-Liner: From $12.74/user/month
Free Trial One-Liner: Free plan available
Pros
- Responsive and supportive customer service
- Has many free tools for startups and solo entrepreneurs
- High level of customization for any workflow
Cons
- Calendar integrations are a little clunky
- Low-cost plans become expensive with add-on features
7. Freshworks - Best for small businesses that need a simplified interface
This CRM and database software focuses on small and medium businesses who want to keep everything as simple as possible. While you won’t get as many customizations here, implementation is easier and the clean interface ensures your team is engaged and focused.
Why I picked Freshworks: One feature from this platform that stands out to me is the auto-populate tool that provides social media account information to a new lead’s profile. By automatically enriching each account, you cut down on manual labor and get more insight into a lead’s interests.
Freshworks Standout Features and Integrations
Standout features include Freddy AI that helps with workflow automation and cross-channel communication for better project management.
Integrations include Atlassian Jira Plus, Freshsales, Google Analytics, Kanban Board, Mailchimp, Microsoft Teams, Shopify Slack, SurveyMonkey, and Zoho CRM.
Pricing One-Liner: From $15/user/month
Free Trial One-Liner: 21-day free trial available
Pros
- Some custom configurations with quick implementation
- No coding needed
- Simple and easy to learn
Cons
- Many apps require payment to integrate
- There are limits on customization
8. Copper - Best for viewing your full relationship history with every client
The sales database portion of the Copper CRM focuses on organization and tracking to ensure all calls, files, notes, and emails for every single contact are recorded to provide you with full visibility into your relationship history.
Why I picked Copper: A feature from this platform that stood out to me was their determination to eliminate manual data entry by automatically pulling phone numbers, social media, and email addresses to enrich your contact list.
Copper Standout Features and Integrations
Standout features include the ability to tag, filter, and sort leads as needed, target leads by geography, and a live activity feed that tracks interactions with customers.
Integrations include Asana, DocuSign, Dropbox Business, Gmail, Google Drive, Google Forms, Google Workspace, Mailchimp, Slack, and Trello.
Pricing One-Liner: From $29/user/month
Free Trial One-Liner: 14-day free trial available
Pros
- Friendly and knowledgeable customer service team
- Holistic focus on business relationships
- Google-based CRM
Cons
- Limited automation rules that require manual configuration
- Can be overwhelming to learn
9. HubSpot Sales Hub - Best for connecting separate departments with a single set of tools
With a focus on organizing your sales process and lead management, HubSpot Sales Hub integrates customer data management with automated outreach through sales playbooks and call transcriptions. This platform connects your internal teams with tools for sales, marketing, customer service, and content management.
Why I picked HubSpot Sales Hub: This platform stands out because of its comprehensive free offerings. The free platform offers each user in your organization 200 notifications, 15 calling minutes, 5 email templates, and 5 documents.
HubSpot Sales Hub Standout Features and Integrations
Standout features include sales tracking and content management and AI-driven conversational insights to teach your team better tactics.
Integrations include Aircall, Convoso, Fomo, Foxit eSign, Gmail, Hopin, Kixie PowerCall, Microsoft Outlook, Scoro, and Sisense.
Pricing One-Liner: From $18/month
Free Trial One-Liner: Free plan + 14-day free trial available
Pros
- Increases sales funnel transparency
- Intuitive navigation
- Easy to learn
Cons
- Delay in syncing information
- Limited workflows for complex custom creations
10. Close - Best for fast setup and implementation
This platform is designed to be one of the best CRM options for small businesses and startups because it has a comprehensive suite of tools that combines outreach and database management. You can use email, calling, and SMS directly from customer profiles.
Why I picked Close: I chose this platform because of how quickly you can set yourself up by importing leads and contacts in just a few minutes using a CSV import tool or migrating from other CRMs with a free, single-click migration tool.
Close Standout Features and Integrations
Standout features include built-in SMS, calling, and Zoom, as well as sequences to automate outreach.
Integrations include Asana, DocuSign, Gmail, Google Drive, Google Sheets, Mailchimp, Microsoft 365, Shopify, Slack, and Zoom Meetings.
Pricing One-Liner: From $59/user/month
Free Trial One-Liner: 14-day free trial available
Pros
- Very user friendly
- Quick to implement or migrate
- Responsive customer service
Cons
- A little more expensive than other options
- Limited functionality in the mobile app
Other Options
I know my list is already pretty extensive, but it just wouldn’t be complete without a few other options that caught my eye. Check out these runners-up to see if one of them is the best customer database software for you.
- Agile CRM - Best next-generation cloud-based SaaS
- Maximizer CRM - Best CRM that’s specifically built for sales leaders
- ClickUp - Best for replacing multiple tools, like whiteboards, to-do lists, and goals
- HubSpot CRM - Best free CRM to track and analyze sales activity and client data
- Zoho CRM - Best for stronger customer relationships with multi-channel communication
- Pipedrive - Best for tracking sales progress and growth opportunity identification
- Salesforce - Best for AI-driven data tracking and customer behavior analytics
- monday.com - Best for enterprise-grade sales database monitoring and management
- Scoro - Best sales database software for agencies and consultancies
- Capsule CRM - Best for relationship-driven and customer-focused reporting insights
Selection Criteria For Sales Database Software
Here’s a short summary of the main selection and evaluation criteria I used to develop my list of the best sales database software for this article:
Core Functionality
A good sales database software will need to be able to cover a lot of ground to ensure it can keep up with your operations. Some basic functionalities every tool on my list will have include:
- Unified data: Your sales and support teams need a way to improve efficiency when building customer relationships and closing deals with leads. Your software must facilitate automatic and simple transfers of information between teams, colleagues, and other integrated apps.
- Pipeline management: If you want to track customer interactions with your team and sales activities at every step of the process, pipeline management is essential. This type of visibility combined with a central repository of information streamlines employee workflow.
- Personalized experiences: Whether it’s custom dashboards for your sales team or personalized communication with customers, you want to ensure that everyone feels like they matter.
- Omnichannel capabilities: This is another functionality that affects both sides of the sales equation. Your team needs to streamline sales-related communication internally and you need to be able to reach out to leads through their preferred communication channels.
Key Features
To ensure these functionalities, there are several key features you’ll see repeated across many sales database solutions, including:
- Sales triggers: This feature is designed to automate sales workflows with unique triggers for your sales team. Once a condition is met, your CRM or sales database software will move forward with a specific action, like notifying a salesperson that a lead is ready to schedule a demo or sign a contract.
- Sales engagement tools: You need to automate outreach to provide your team with faster ways to close deals. Whether it’s AI-assisted email writing, templates, or automated SMS follow-ups, you can ensure a personal customer experience with seamless touchpoints.
- Reporting and analytics: Part of the responsibility of your sales database platform is to view and export reports to analyze data, track metrics, and forecast trends so your team can make data-driven decisions as they consult with customers.
- Mobile access: Whether it’s a browser-based system or a mobile app, your field sales team must have access to customer information even when they’re not in the office. Look for multi-device functionality that communicates with a cloud-based platform to provide salespeople with the most up-to-date information at all times.
Usability
A user-friendly interface, intuitive navigation, automated workflows, and simple triggers are essential to ensuring your team can implement and learn your newest tool as quickly as possible. I also chose platforms that prioritized training videos and support blogs, as well as those with responsive customer service.
Software Integrations
It’s highly likely that your organization uses a variety of digital tools to help optimize and streamline your operations, but these tools can hold you back if they don’t communicate automatically and require manual updates. My breakdowns will show you which sales database platforms integrate with other tools in your digital arsenal for free-flowing data that enhances your workflow.
Pricing
You want a sales database software that fits in your budget and provides scalability as you grow. Luckily, there is a wide range in pricing and features to ensure you find something that fits in with your workflow and your wallet.
You can expect these tools to follow a subscription model that ranges from $10/month to $500/month. Some tools will have a flat-rate subscription, but many will be user-based and cost more as you grow your team. You will also find that several tools offer free plans to small businesses or solo enterprises.
People Also Ask
Are you still trying to wrap your head around what sales database software can do for you? Check out these frequently asked questions to dive deeper into the benefits and uses of these tools.
What are the benefits of sales database software?
Who uses sales database software?
What are four types of databases?
Other Revenue Operations Software
If your tech stack is still missing a few critical pieces, make sure to explore these other software breakdowns to create a comprehensive ecosystem:
- Sales Acceleration Software
- Sales Forecasting Software
- Sales Engagement Software
- Sales Intelligence Software
- Sales Automation Software
What’s Next?
I hope you find a few sales database software options on my list that are a good fit for your organization. The next step toward finding the perfect match is testing out your top selections. Contact the platform for a demo or free trial and test out the software in the real world.
If you’ve made your decision and you want more information on other revops essentials to keep your tech stack up to date, sign up for our newsletter for weekly insights from the experts.