The right sales funnel software can be a handy tool to help create sales funnels that will efficiently convert leads into customers. These platforms will develop a straightforward path that guides your leads to a specific destination. There are many sales funnel tools available, but not all are created equal because some will be more suitable for your needs than others. Luckily, I compiled this list to help you find the right sales funnel software for your needs.
Best Sales Funnel Software Shortlist
Here’s the shortlist of the best tools that I’ll cover in this article.
- Salesforce CRM
- Zendesk Sell
- Sales Creatio
- monday sales CRM
- Zoho CRM
What is Sales Funnel Software?
Sales funnel software is a digital platform that helps businesses automate lead flow and move online visitors from awareness to action in the buyer journey. Sales funnels enable organizations to automate this journey from when they capture a lead to conversion and beyond. These platforms will also measure sales funnel metrics and monitor visitors while they navigate your site. Using a sales funnel platform can help businesses make informed decisions about marketing processes thanks to the analytics that you can find in many of these tools.
Overviews of the 12 Best Sales Funnel Software
Here I’ll be discussing the best sales funnel software available on the market right now. I’ll show why I picked each one for this list, provide a screenshot of each platform, list each tool’s pricing, and discuss the pros and cons of each.
1. Freshsales - Best for sales pipeline visibility
Freshsales helps organizations find the best deals to focus on by providing AI-powered deal insights. Revenue teams will receive smart recommendations and predictions to get complete sales funnel visibility to quickly help them optimize sales strategies.
Why I picked Freshsales: Staying on top of your sales funnel is essential, but it can be a tedious process that will eat away at your time to manage the rest of your business. So, I wanted to add Freshsales to start this list because of its ability to help you manage all of your deals in your sales funnel. Freshsales can help you visualize your entire sales funnel and break everything down into actionable tasks. The platform also uses artificial intelligence that quickly predicts deal performance to help you make intelligent decisions to move deals through your sales funnel.
Freshsales Standout Features and Integrations
Features include the ability to score and prioritize leads according to specific factors, including who they are, their engagement, and their behavior. If you have a high number of leads, Freshsales uses its AI to help you identify the best prospects for you to focus on. The AI assigns lead scores based on various signals and recommends the best steps to engage with them.
Integrations include over 100 native integrations, including Asana, Google Analytics, HubSpot, involve.me, Jira, Mailchimp, QuickBooks, Slack, Trello, Typeform, and other software options. You can also use other tools, such as Integry, Zapier, or Freshales’ API, to help you make custom integrations.
Freshsales costs from $15/user/month and offers a 21-day free trial + free plan for up to three users.
- Excellent customer support capabilities.
- Quickly displays sales funnel progress.
- Real-time deal opportunity notifications.
- Steep pricing structure.
- Search feature needs improvement.
2. Pipedrive - Best sales funnel management tool
Pipedrive offers multiple features to help revenue teams effectively manage sales funnels and pipelines. The platform allows businesses to organize sales funnels in a conversion-based manner.
Why I picked Pipedrive: One of the most beneficial aspects of sales funnels is their ability to help you simplify customer relationship management. Pipedrive can help with this by helping you track leads, identify opportunities, and simplify workflows and other vital processes. It helps you manage your sales funnel and enables your revenue teams to be more effective when interacting with leads and customers.
Pipedrive Standout Features and Integrations
Features I wanted to add to this list from Pipedrive include sales automation capabilities that will process your repetitive tasks. You can automate almost any stage of your sales funnel, like personalized emails when deals are created, moving deals across the funnel stages, and warming leads while your teams focus on high-priority tasks.
Integrations include over 400 native third-party connections that you might be using already, such as Asana, HubSpot, Jotform, LiveChat, Microsoft Teams, Monday.com, QuickBooks, Scrive, Slack, Zendesk, and other software options. If you can’t find a native integration that you need from the available native integrations, you can use tools such as IFTTT, Integrately, Zapier, and Pipdrive’s powerful API to build efficient connections.
Pipedrive costs from $14.90/user/month and offers a 14-day free trial.
- Lots of automation capabilities.
- Excellent customer support.
- Simple progress tracking.
- Editing automations is complex.
- Steep learning curve.
3. Salesforce CRM - Best AI-powered sales tool
Salesforce CRM provides a sales AI tool that will help guide revenue teams throughout their sales funnels with conversational intelligence.
Why I picked Salesforce CRM: It’s always best for leads to move across your sales funnel as quickly as possible so they don’t decide to go with your competition. I added Salesforce CRM because the platform provides an AI called Einstein that will provide in-depth insights you can use to move deals forward to conversion. Every detail you receive from Einstein AI will provide you with the information you need to focus on the right lead at the right time.
Salesforce CRM Standout Features and Integrations
Features available from Salesforce CRM that will help you develop effective sales funnels include its pipeline and forecasting management capabilities. You can also use the data from the Einstein AI to build sales forecasts using relevant metrics, track real-time results, and quickly make adjustments. With these features, you will receive a complete overview of your sales funnel, which will guide your team to focus on the most promising deals.
Integrations are available when using the Salesforce CRM platform, including CloudTalk, GetResponse, HoneyBook, Improvdo, Mailchimp, Monday.com, Rambox, Slack, Twilio, Wrike, and other software options. You can also create custom integrations with a paid Zapier account or Salesforce CRM’s API.
Salesforce CRM costs from $35/user/month and offers a 30-day free trial.
- Comprehensive funnel management.
- Quick setup.
- Robust analytics and reporting.
- Customization is challenging.
- Kanban view shows small number of deals.
4. Zendesk Sell - Best for pipeline analysis
Zendesk Sell helps revenue professionals analyze their sales funnel pipeline and lead progressions to help them identify bottlenecks across every funnel stage.
Why I picked Zendesk Sell: I wanted to add Zendesk Sell because it will give you a clear view of your deals and what pipeline stage they’re in. The pipeline development view within the platform will show you a detailed breakdown of the number of deals in your funnel, their value, and distribution values that shows the other stages the deals move to or from. Zendesk Sell will also automatically generate real-time, accurate reports so you can have a deep understanding of your sales funnel’s overall health.
Zendesk Sell Standout Features and Integrations
Features that will enhance your funnels include sales trigger capabilities that help you automate specific parts of your pipeline. Zendesk Sell’s sales triggers can help you eliminate manual work and ensure all leads get the most attention.
Integrations include over 1,000 natively available connections, such as Copper, HubSpot, Mailchimp, Pendo, Pipedrive, Salesforce, SurveyMonkey, Trello, Typeform, Zoho CRM, and other software options. If you have a paid Zapier account, you can create custom integrations, or you can use Zendesk Sell’s API.
Zendesk Sell costs from $19/user/month for up to five agents and offers a 14-day free trial.
- Helps with lead follow-ups.
- Intuitive interface.
- Provides a complete view of interactions.
- Advanced features require higher investment.
- Sometimes slows down or crashes.
5. Sales Creatio - Best end-to-end sales funnel platform
Sales Creatio is a comprehensive sales funnel tool that can handle entire sales funnels, from initial lead to final conversion.
Why I picked Sales Creatio: Many sales funnel software specializes in one specific aspect, but I added Sales Creatio to this list because it handles everything in your sales funnel. Sales Creatio provides out-of-the-box processes that guide your leads through various actions to improve and speed up results. You can use the platform to track your funnels and manage communications from one software.
Sales Creatio Standout Features and Integrations
Features include an intuitive set of analytics tools that provide insights into your leads’ behaviors and allow you to perform accurate sales forecasts. The analytics from Sales Creatio will help you identify any flaws in your sales funnel strategy.
Integrations that are available from Sales Creatio include native connections with tools such as GoTo Meeting, HubSpot Marketing Hub, Mailchimp, Microsoft Teams, QuickBooks, RingCentral, Salesforce, Salesloft, SurveyMonkey, Twilio, and other software options. You can also use a paid Zapier account to create custom connections with your tech stack.
Sales Creatio costs from $25/user/month and offers a 14-day free trial.
- Straightforward integrations.
- Regular updates.
- Excellent customer support.
- Outdated user interface.
- Limited ready-to-go workflow templates.
6. Snov.io - Best for lead nurturing
Snov.io provides various tools that help revenue teams close more deals after effectively nurturing leads throughout the sales funnel.
Why I picked Snov.io: Following up with leads throughout your sales cycle can significantly increase reply rates, which is the main reason I added Snov.io to this article. You can automate this process by using Snov.io to create automated follow-up sequences. Snov.io allows you to create perpetual drip campaigns that you launch once, and after adding leads, they go through your custom sales funnel that caters to your leads’ needs and behaviors. The platform uses precise warm-up strategies and AI-powered conversations that are lifelike and will increase engagement.
Snov.io Standout Features and Integrations
Features available from Snov.io include tools that will help you collect leads so they can go through your sales funnel. You can find leads individually or in bulk on LinkedIn, blogs, Google search results, blogs, and anywhere on the internet.
Integrations include over 5,000 native connections with popular systems that many revenue teams use, such as Airtable, Asana, HubSpot, Phantombuster, Pipedrive, Salesforce, Slack, Todoist, Trello, Zoho CRM, and other software options. You can also use the API from Snov.io or a paid Zapier account to create custom integrations with your current systems.
Snov.io costs from $30/month and offers a 30-day free trial + free plan available for up to 100 email recipients.
- Powerful email verification features.
- User-friendly interface.
- Excellent customer support team.
- Database has some outdated information.
- Not many email templates available.
7. SalesLoft - Best for coaching capabilities
SalesLoft is the one place revenue team leaders can get the coaching insights they need to help their reps close more deals after customers go through the business’s sales funnel.
Why I picked SalesLoft: It’s common for revenue team managers to not have the proper visibility into specific sales funnel stages where their reps need help. So, I added SalesLoft because the Coach to Close workflow within the platform can help your managers assist reps so they can close an extra one or two deals. The coaching tool shows your team leaders the conversion rates for every stage of your sales funnel, so they can identify deals that their reps are at risk of losing and coach them throughout each problem stage.
SalesLoft Standout Features and Integrations
Features are available that help SalesLoft stand out from the competition, including its forecasting tool that provides real-time sales funnel visibility that helps your teams understand deal health and immediately identify risks. The data it provides is collected from Cadence, Conversations, and your CRM, which will provide a complete pipeline health analysis.
Integrations include over 160 native connections to help you improve productivity, including Aircall, Chili Piper, Gong.io, HubSpot, LeadIQ, Microsoft Dynamics, Salesforce, Seismic Enablement Cloud, Slack, SugarCRM, and other software options. SalesLoft also provides an API that allows you to create custom integrations with your tech stack.
SalesLoft costs from $165/month and a free demo available.
- Robust, user-friendly platform.
- New features are added regularly.
- Excellent contact interaction management.
- Freezes during extensive changes.
- No phone dialer features.
8. monday sales CRM - Best for customizable dashboards
monday sales CRM helps increase visibility for revenue teams by providing customizable dashboard capabilities.
Why I picked monday sales CRM: When managing a sales funnel, having complete access to metrics such as sales figures, deal progress, and team performance is essential. With monday sales CRM, I noticed that you would receive a highly customizable data dashboard that allows you to focus on the metrics that matter to you. The dashboard can also help you track and manage sales activity, such as calls, meetings, notes, and more, so you always understand communication progress.
monday sales CRM Standout Features and Integrations
Features include the ability to manage team quota attainment and view the goals for specific members or your entire team. You can also use Monday sales CRM to capture leads by connecting the platform with your current systems, adding forms to your website, or adding the leads manually.
Integrations are available to help you place all of your team’s work in a centralized place, including Aircall, Copper, Dropbox, Google Drive, Mailchimp, Microsoft Teams, Pipedrive, Salesforce, Slack, Zendesk, and other software options. If you have a paid Zapier account, you can create custom connections with your tech stack. You can also use the vendor’s API.
monday sales CRM costs from $10/user/month for three seats and offers a 14-day free trial.
- Simple pipeline management capabilities.
- Expedites the entire sales funnel.
- Straightforward, organized layout.
- Advanced features cost more.
- Automations are complex to establish.
9. Outreach - Best for sales funnel inspection
Outreach helps businesses confidently inspect their sales funnels to identify gaps, model assumptions, and enhance strategies that increase performance and productivity.
Why I picked Outreach: After establishing your goals for your sales funnels, inspecting your pipeline after implementing your sales cycle is essential. Outreach’s sales funnel inspection tools will help you understand how your funnel has changed throughout a specific time period and show you what’s working. It also provides an overview of which funnel stage your teams are likely to win based on your historical rates.
Outreach Standout Features and Integrations
Features include sales engagement capabilities that will help you enhance your sales funnel’s quality and improve prospecting effectiveness. Outreach can simplify and automate your prospecting processes to help you create sales funnels that convert leads into customers. It does this by providing templates, snippets, account-based workflows, and tasks that generate positive responses and help your sales reps have effective engagements with leads throughout your sales cycle.
Integrations include native connections such as Aircall, Avoma, Chili Piper, Dialpad, Domo, Gong.io, HubSpot, Intercom, Microsoft Dynamics 365, Salesforce, and other software options. You can also request API access from Outreach to create your own integrations.
Outreach costs from $130/user/month and offers a free demo.
- Task flow improves productivity.
- Effective scheduling features.
- Excellent reporting tools.
- Customer support needs work.
- User interface needs improvement.
10. Zoho CRM - Best for lead scoring
Zoho CRM helps revenue teams determine which leads should get the most attention. It uses scoring rules to help teams prioritize leads to quickly ensure conversions.
Why I picked Zoho CRM: I understand there are some revenue teams that don’t have complaints about the quality of leads they receive, but I wanted to add Zoho CRM for the other organizations that would benefit from lead scoring rules. Zoho CRM can set lead score rules based on demographics and behavior to rank them and show you which are more likely to close. However, what I believe is most beneficial is the negative scoring feature which takes points away if a lead behaves negatively towards your brand, so you can pass on them.
Zoho CRM Standout Features and Integrations
Features include Zoho CRM’s workflow automation capabilities that help your revenue teams be more productive by finishing their mundane tasks for them. You can establish workflow rules to help your teams get work completed by triggering specific actions when they meet your specified conditions.
Integrations include native connections that will help your teams spend less time managing multiple systems. Many integrations are available from Zoho CRM, such as ActiveCampaign, Dropbox, Front, GetResponse, GoTo Meeting, Mailchimp, Proposify, QuickBooks, RingCentral, Slack, and other software options. You can also use a paid Zapier account or Zoho CRM’s API to create custom integrations.
Zoho CRM costs from $14/user/month and offers a 15-day free trial + free plan for up to three users.
- Comprehensive Zoho application suite.
- Highly scalable platform.
- Cost-effective pricing structure.
- Steep learning curve.
- Unintuitive user interface.
11. ClickFunnels - Best landing page builder
ClickFunnels helps businesses quickly create sales funnels with a drag-and-drop tool that allows teams to create completely customized landing pages.
Why I picked ClickFunnels: The platform is a simple drag-and-drop landing page builder that will help your business create high-converting landing pages without the use of any coding. You can customize ClickFunnels from start to finish and optimize every part of your sales funnel, such as the initial opt-in page to the upsell and thank you pages. ClickFunnels also provides A/B testing functionality that allows you to split-test your landing pages to identify which page converts more visitors into customers.
ClickFunnels Standout Features and Integrations
Features that make ClickFunnels an excellent choice include its extensive template library that will help you immediately build converting sales funnels. To get started, all you have to do is decide which sales funnel you want to build; the platform will help you decide and edit some text, place graphics, and get ready to sell.
Integrations include most of the top third-party applications that are common with revenue teams, such as ActiveCampaign, GetResponse, HoneyBook, Keap, Mailchimp, Salesforce, Shift, Stripe, Thryv, Twilio, and other software options. Those with paid Zapier accounts can create custom integrations with their current systems.
ClickFunnels costs from $127/month and offers a 14-day free trial.
- Extensive training.
- Simple user interface.
- Excellent customer support.
- Expensive pricing.
- No free plan.
12. Instapage - Best for increasing conversions
Instapage provides an advanced solution that helps businesses build effective landing pages that increase conversions and ROI.
Why I picked Instapage: The primary focus of Instapage is to help businesses increase sales conversions through their landing pages. To do this, Instapage provides sophisticated, conversion-focused landing page templates and advanced testing features. Instapage also helps you improve your landing page’s performance even more, thanks to its heatmaps and conversion analytics capabilities.
Instapage Standout Features and Integrations
Features that can help you build effective landing pages to start your sales funnel include Instapage’s AI content generation tool. The AI Content Generation tool allows you to create headline, page text, and CTA button variations from the builder. This will accelerate your landing page development by generating audience-focused content.
Integrations include over 120 connections, such as ActiveCampaign, CallRail, Google Analytics, Heap, HubSpot, Kissmetrics, LiveChat, Mailchimp, Salesforce, Zoho CRM, and other software options. You can also use a paid Zapier account to create custom integrations.
Instapage costs from $199/month and offers a 14-day free trial.
- Hosts unlimited domains.
- Simple landing page builder.
- Excellent customer support.
- High price point.
- Mobile editor needs improvement.
Here are a few more options that didn’t make the best sales funnel software list:
- Flodesk Checkout - Best for digital content creators
- WishPond - Best for large enterprises
- Systeme.io - Best all-in-one sales funnel software
- GetResponse - Best email marketing automation tool
- ConvertKit - Best for beginners
- HubSpot Marketing Hub - Best for agencies with multiple clients
- ActiveCampaign - Best for automating conversations
- OptimizePress - Best for WordPress websites
How I Selected the Best Sales Funnel Software?
Perhaps you’re wondering how I selected the best sales funnel software for this list? To build this top list, I evaluated and compared a wide range of sales funnel software with positive user ratings.
After determining my long list of top choices, I further honed my list by using the selection criteria below to see how each platform stacked up against the next one. I also drew on my years of RevOps experience to pinpoint the features that add a lot of value.
Selection Criteria for the Best Sales Funnel Software
Here’s a short summary of the main selection and evaluation criteria I used to develop my list of the best sales funnel software for this article:
- Collects customer data to create lead generation profiles
- Somehow marks or flags where the customer stands in their buying journey so you can tailor your communication approach accordingly
Your customer journey should feel connected and cohesive. Quality sales funnel tools will help by housing all the features you require in one place, which allows you to manage everything from a single dashboard. Here are some of the key features you should find in your sales funnel platform:
- Sales Dashboards: Sales funnel software should provide an intuitive dashboard that enables you to get an overview of sales page metrics in an easy-to-understand layout, such as a chart or graph.
- Automation: The main reason companies use sales funnel tools is to eliminate repetitive, manual, laborious tasks, and these platforms should help you save energy and time.
- Customer Relationship Management: When implementing new sales funnel platforms, make sure it allows you to manage all tasks on a screen that’s connected to your customer data so you can develop funnels that provide the best experience.
- Email Marketing and Management: Using a platform with email marketing capabilities will enable you to send tailored emails to leads and customers by using pre-designed templates that will track email clicks and open rates.
- Lead Generation: This allows you to collect, score, prioritize, and assign leads to your best sales reps while the system quickly and efficiently moves potential buyers along your funnel.
- A/B Testing: Your sales funnel software should let you perform A/B tests on your funnels, landing pages, and emails so you can optimize your campaigns, from links to design.
Good marketing funnel software should be easy to use and maintain. For example, if you’re operating a small business, the software you use should allow you or your team to get started without the need for any specialized technical expertise. When writing this list, I made a point of finding tools that make it easy to quickly create the funnels you need and test them.
The more integrations your sales funnel software has with as many third-party applications as possible, the better. This will save you from switching between platforms to move data manually. So, I focused on tools that come with native integrations out of the box. Otherwise, you should be able to contact the platform’s support teams to create a new connection, use the vendor’s API to integrate the platform on your own or use webhook tools such as Zapier.
Value for Price:
The value of the price you pay for a sales funnel tool will depend on some common factors. The cost of implementing and managing a sales funnel will vary depending on the cost of the tool’s services, the amount of traffic you generate when using it, and the customer support you need. When creating this list, I wanted to make sure there were as many price points as possible to match various budgets.
Who uses sales funnel software?
What are the benefits of sales funnel software?
What is the difference between sales funnel software and landing page builders?
Other RevOps Software
If you need other RevOps software for your business, the following are some other choices that will help:
- Sales Forecasting Software
- Sales Automation Software
- Contract Management Software
- Business Intelligence Software
- CRM Software
69% of companies’ top priority is converting contacts or leads into customers. Whether you’re learning to create new sales funnels or you’re ready to enhance funnel growth, choosing the right sales funnel software will help if conversion is one of your primary objectives. You don’t need to buy every option available, and I’ve discussed several options in this list to help you in your search, so be sure that you’re clear about what you’re trying to achieve and only try out the tools you really need.
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