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With so many different sales database software available, figuring out which is right for you is tough. You know you want to organize vast amounts of information related to customer interactions, sales transactions, and market trends 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 sales database tools with various teams and accounts, with my picks of the best sales database software.

What Is Sales Database Software?

Sales database software is a tool that centralizes and manages information related to sales activities. It compiles data on customer interactions, sales transactions, and other key sales metrics into a unified system. This type of software provides a structured approach to accumulating and accessing sales-related information, ensuring that all pertinent data is easily and quickly retrievable.

Utilizing sales database software brings several advantages, including enhanced management of sales data. It significantly improves the ability to track and analyze sales activities, offering valuable insights into customer preferences and buying patterns. This leads to more informed and strategic sales decisions. The software streamlines the sales process, making it more efficient by minimizing the time spent on manual data entry and management. Consequently, it allows sales teams to allocate more time to engaging with customers and pursuing sales opportunities.

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

monday sales CRM

Best for customizable workflows

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.7
10470 reviews

14-day free trial

From $18/user/month (annually, 3 user min.)

Monday Sales CRM is a customer relationship management platform that provides businesses with tools to manage their sales processes, customer data, and interactions in one centralized location. 

Why I picked Monday Sales CRM: Monday Sales CRM provides a customizable platform for businesses to manage and organize their contact data, which is essential for improving sales processes and customer experiences. The software automates data entry, reducing manual work and the potential for errors. It also allows for the creation of reports and tracking of sales pipeline progress, providing valuable insights into sales activities. 

Monday Sales CRM Standout Features and Integrations

Standout features include lead capturing, sales forecasting, email sync and tracking, AI-assisted email composition, mass emails, performance tracking, activity management, and customizable dashboards.

Integrations include Trello, Slack, Google Drive, and Outlook.

Pricing One-Liner: From $18/user/month (billed annually, 3 user minimum)

Free Trial One-Liner: 14-day free trial available

PROS

Includes work management features

Provides hundreds of templates and automation recipes

Offers no-code, customizable automations

CONS

Not as specialized as other CRM tools

Occasional glitches reported on large boards

2

Airtable

Best for keeping sales and account management teams in sync

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.6
1339 reviews

Free plan available

From $24/user/month

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

3

EngageBay

Best for enhancing your client profiles

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.7
132 reviews

Free plan available

From $14.99/month (750 contacts)

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

4

Copper

Best for viewing your full relationship history with every client

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.5
870 reviews

14-day free trial

From $29/user/month

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

5

Keap

Best all-in-one sales and marketing software to help grow small businesses

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.2
1517 reviews

14-day free trial

From $169/month

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

6

Bitrix24

Best for a collaborative and unified workspace

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.1
439 reviews

Free plan available

From $49/month (5 users)

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

7

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

8

Freshsales

Best for small businesses that need a simplified interface

21-day free trial for new subscribers

From $18/user/month for up to 1,000 contacts when paying monthly or $15/user/month when billed annually

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

9

Zendesk

Best for advanced sales reporting and analytics

14-day free trial

From $19/user/month (billed annually)

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

10

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

Preview Image - <h2 class="c-block__title b-summary-table__title c-listicle__title h3" > Compare Software Specs Side by Side</h2>

Compare Software Specs Side by Side

Use our comparison chart to review and evaluate software specs side-by-side.

Compare Software

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.

  1. Close

    Best for fast setup and implementation

  2. Zoho CRM

    Best for stronger customer relationships with multi-channel communication

  3. Capsule CRM

    Best for relationship-driven and customer-focused reporting insights

  4. HubSpot CRM

    Best free CRM to track and analyze sales activity and client data

  5. Salesforce CRM

    Best for AI-driven data tracking and customer behavior analytics

  6. Monday.com

    Best for enterprise-grade sales database monitoring and management

  7. Scoro

    Best sales database software for agencies and consultancies

  8. Agile CRM

    Best next-generation cloud-based SaaS

  9. Pipedrive

    Best for tracking sales progress and growth opportunity identification

  10. Maximizer CRM

    Best CRM that’s specifically built for sales leaders

  11. ClickUp

    Best for replacing multiple tools, like whiteboards, to-do lists, and goals

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?

Hopefully, your new sales database software is replacing a clunkier method of management, like a spreadsheet. The benefits of this transition include a boost in sales productivity as you eliminate manual tasks, an improved customer experience when you create a personalized buying journey, and an increase in sales pipeline visibility through holistic data sharing for better forecasting and analytics.

Who uses sales database software?

Your sales team and their support will be the main people in your organization who use sales database software. Some of the industries that benefit the most from this type of software include hospitality, retail, insurance, banking, consulting, and door-to-door field sales for things like roofing, construction, pest control, and landscaping.

What are four types of databases?

There are many different types of databases, but four of the most common include:

  • Hierarchical: Like a family tree, every single object will have one or more objects beneath it. However, no child object can have more than one parent, resulting in complex navigation that’s balanced by high performance, quick query time, and easy access.
  • Relational: This type of database stores your information in tables that can be joined by specific fields, like user data and purchases information. You’ll usually need to use SQL for multiple operations like updating, creating, and deleting data.
  • Non-relational: With a non-relational, or NoSQL, database, you can simplify SQL structures through visual functionality that ensures non-tech-savvy users can operate within the system.
  • Object oriented: You’re using this type of system if you’re managing objects on a database server disk and if the association between objects can persist. This is the most popular programming paradigm because querying complex systems can still be fast and powerful.

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:

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.

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.