Best Sales Pipeline Management Software Shortlist
Read through the shortlist of tools that I consider to be the best sales pipeline management software today.
- ActiveCampaign - Best for lead management and sale tracking
- Agile CRM - Best for comprehensive sales, marketing, and service tools
- Keap - Best for small business automation that targets specific industries
- Copper CRM - Best sales CRM specifically built for Google users
- Streak - Best for managing all your stakeholders through Gmail
- Salesmate - Best CRM solution with sales tool add-on
- Insightly - Best for fast-growing companies who need scalability
- Clari - Best for tracking the effects of your recent efforts
- Pipeliner CRM - Best for building relationships with customers
- Dooly - Best for empowering your team with useful selling tools
- Capsule CRM - Best web-based sales pipeline management software
- People.ai - Best enterprise-ready, data-driven solution with an AI copilot
If you’re hoping to simplify your workflow, prioritize leads, or provide a single source of truth for your entire team, sales pipeline management software could be the key to transforming your operations. Learn more about what sales pipeline management software actually is, explore the benefits of this type of software, and discover which tools are top ranked when you read on here.
What Is Sales Pipeline Management Software?
Also known as sales customer relationship management, sales pipeline management is meant to help sales reps and managers track and manage the individual sales opportunities in your queue. A sales pipeline management software can also streamline opportunity distribution, help you prioritize activities, and communicate with other tools across your tech stack.
Overviews Of The 12 Best Sales Pipeline Management Software
In my overviews of each sales pipeline management software, you’ll see what the tool does best, what caught my eye about it, and what you can expect from the pricing model. I’ve also included a snapshot of each tool’s inner workings, as well as a few pros and cons that may sway your opinion about whether a specific platform is right for you.
1. ActiveCampaign - Best for lead management and sale tracking
ActiveCampaign calls itself a customer experience automation platform that can help you automate personalized contacts across all customer touchpoints, customize outreach based on your parameters, create customizable campaigns, and track buyer preferences and behavior. They offer sales data updated in real-time and contact management that replicates a one-on-one experience no matter how big your company gets.
Why I picked ActiveCampaign: This tool made my list of the best sales pipeline software because of its lead generation process. Whenever a prospect reaches out, ActiveCampaign creates a deal for them, updates the deal status, sends an automated Welcome email, and notifies a salesperson that someone is waiting to close a deal.
ActiveCampaign Standout Features and Integrations
Standout features include a win probability tool that shows you how likely you are to close deals and segmentation that filters your leads based on their actions and behavior.
Integrations include Facebook, Google Analytics, HubSpot, Lander, Microsoft Dynamics, Nimble CRM, OneNote, Postmark, Salesforce, and Shopify. ActiveCampaign offers native integrations with hundreds of apps.
Pricing One-Liner: From $19/month
Free Trial One-Liner: Free trial available
Pros
- Delivers a highly customizable platform
- Premium tools for an affordable price
- Has a simple user interface
Cons
- Limited standard reporting, requires customization
- Doesn’t provide comprehensive CRM services
2. Agile CRM - Best for comprehensive sales, marketing, and service tools
As a cloud-based SaaS tool that offers mobile and desktop functionality, Agile CRM offers you an all-in-one sales CRM with a focus on sales, service, and marketing features. You can automate each part of your process in one unified platform that prevents data leaks and ensures consistent messaging.
Why I picked Agile CRM: I like this CRM platform because it offers complete telephony integration alongside your sales and marketing support. Send email newsletters, automate SMS texts, and start social media campaigns with customer-conscious messages, offers, and signup forms.
Agile CRM Standout Features and Integrations
Standout features include a 360-degree customer data view with contact information, call notes, social presence, and web activity, a visual timeline with chronological depictions of customer contact, and gamification to enhance team member engagement and competition.
Integrations include Braintree, ClickDesk, Facebook, FreshBooks, Google Apps, LinkedIn, Microsoft Exchange, RingCentral, Twilio, and Zendesk.
Pricing One-Liner: From $14.99/month
Free Trial One-Liner: Free plan available
Pros
- Free sales CRM system available
- Intuitive navigation and user-friendly interface
- Complete customization for every feature
Cons
- Takes time to learn how to use every feature
- Specialty tools come at a premium price
3. Keap - Best for small business automation that targets specific industries
Keap is a sales CRM tool that strives to help small businesses grow through their customizable plans. They offer a comprehensive sales and marketing automation software that’s designed to reduce manual data entry and lead generation.
Why I picked Keap: I put this tool on my list because they offer targeted solutions for small businesses based on your actual business. On their homepage, you can select your industry and see what they recommend for you with an instant free trial. The list of targeted industries includes coaches, consultants, agencies, accounting, photography, professional services, and startups.
Keap Standout Features and Integrations
Standout features include automated appointment creation and meeting follow-up with email templates, automated money collection for subscription and recurring services, and lead scoring to track your hottest potential prospects.
Integrations include AppointmentCore, BigCommerce, Bonjoro, Customer Hub, Deadline Funnel, FormLift, Gmail, Piesync, QuickBooks, and Zapier.
Pricing One-Liner: From $159/month
Free Trial One-Liner: 14-day free trial
Pros
- Responsive support team for onboarding
- Robust independent training available
- Easy to use and navigate
Cons
- Challenging initial learning process
- Doesn't offer a 24/7 support desk
4. Copper CRM - Best sales CRM specifically built for Google users
Because it was designed specifically for Google, Copper is simple to set up in just a few minutes for anyone using Google Workspaces. You can then automate repetitive tasks, track projects and deadlines, and build better relationships with customers through the app.
Why I picked Copper: I added this tool to my list because of their outreach automation. With automated nurture sequences and scheduled follow-ups, your team can reduce communication bottlenecks and guarantee that they’re getting in touch with customers and prospects at the right time.
Copper Standout Features and Integrations
Standout features include 360-degree sales reporting with customizable templates and scheduled report delivery, as well as deal sorting and tracking by amounts, prioritization, or win probability.
Integrations include Calendly, DropBox, Facebook Advertising, LinkedIn, Mailchimp, Respond.io, RingCentral, SaveMyLeads, Square, and Zapier. You can also integrate Google tools.
Pricing One-Liner: From $29/user/month
Free Trial One-Liner: 14-day free trial
Pros
- Intuitive navigation and user-friendly interface
- Implementation in minutes for Google users
- Purpose-built to work with Google
Cons
- Manual entry required for automation rules
- Limited support for implementation and training
5. Streak - Best for managing all your stakeholders through Gmail
As a sales CRM that integrates directly with Gmail inboxes, Streak is designed to help you organize emails through customizable workflows, including sales, recruiting, and project management. You can also manage various customer profiles using their relevant contact records, personal details, and attached files.
Why I picked Streak: This tool caught my eye because it works in one of your most essential tools. Instead of using an external app to control your Google Workspaces, you can work directly in your Gmail to manage your sales pipeline.
Streak Standout Features and Integrations
Standout features include Chrome or Safari extension that integrates directly with your mailbox and custom workflow setup within your inbox to organize different processes throughout your company.
Integrations include Brevo, Calendly, Gmail, Google Calendar, Google Forms, Google Sheets, Make, Slack, Typeform, and Zapier.
Pricing One-Liner: From $19/user/month
Free Trial One-Liner: Free plan available
Pros
- Free plan available for individuals
- Operates discreetly in your inbox
- Build and manage any type of process
Cons
- Only works with Gmail
- Doesn’t provide full CRM functionality
6. Salesmate - Best CRM solution with sales tool add-on
As a web-based CRM platform, Salesmate is designed with a focus on customer relationship management tools with a few features that are meant to target the pain points of sales teams. Sales managers can use this tool to track and distribute leads, delegate follow-ups, and monitor conversions.
Why I picked Salesmate: I chose this software for my list because Salesmate offers a two-in-one approach that still provides solutions for your pipeline with a feature that allows you to create and customize any number of sales pipelines. Maximize your pipeline creation with customization for deal cards, deal stages, and auto enrichment of customer profiles.
Salesmate Standout Features and Integrations
Standout features include built-in calling and two-way email sync to manage interactions inside the CRM and intelligence-driven reporting tools that provide insights on emails, customers, and specific deals.
Integrations include ActiveCampaign, AWeber, BigCommerce, Clearbit, DialPad, DocuSign, HubSpot, Integrately, JustCall, and Mailchimp.
Pricing One-Liner: From $15/user/month
Free Trial One-Liner: 15-day free trial
Pros
- Feature-rich CRM in a simple box
- Great price for the value
- Very responsive customer support team
Cons
- Cost of calls can be a bit high
- Limited scheduling to control incoming calls
7. Insightly - Best for fast-growing companies who need scalability
Designed to ensure a modern approach to sales management, Insightly prioritized customization and scalability during platform creation. This tool focuses on helping teams build and convert their sales pipelines, ensure lasting customer relationships, and increase productivity across every vertical.
Why I picked Insightly: This tool made my list because it offers advanced rules and permissions settings. Capture and preserve quality data when you ensure that every business-critical field and object is up to date and take control of your data when you guarantee the right people always have access to the information they need.
Insightly Standout Features and Integrations
Standout features include price books and quotes for a complete record of your offerings, project management for enhanced tracking and seamless post-sales transitions, and companion products for marketing automation and customer service.
Integrations include Asana, Bamboo HR, Calendly, DocuSign, Drift, Gong, Jira, Magento, Microsoft Power BI, Netsuite, Okta, and WooCommerce.
Pricing One-Liner: From $29/user/month (billed annually)
Free Trial One-Liner: Free trial available
Pros
- Customizable visual data dashboards
- User-friendly interface and navigation
- Low barrier for entry to learn the basics
Cons
- Complex tools require more guidance
- Higher subscription costs for small businesses
8. Clari - Best for tracking the effects of your recent efforts
A cloud-based sales execution and forecasting platform, Clari utilizes AI to enhance your forecasting and opportunity management so you can make the most of data in real time. You can track how changes are affecting your sales pipeline, get notifications about deal updates in real time, and get messages from your team on-the-go.
Why I picked Clari: One of the reasons this platform made my list was because of the way it addresses the needs of both executives and salespeople. This platform offers solutions for all levels of your organization, empowering sales reps, keeping managers informed, and providing robust reporting tools so executives can report more accurately to your board of directors.
Clari Standout Features and Integrations
Standout features include RevGPT to automatically summarize calls and make personalized recommendations that are delivered to sales reps through Slack, and forecasting filters that allow you to explore by team, geo, product, or revenue stream.
Integrations include BlueJeans Meetings, Freshsales, Google Meet, Highspot, Microsoft Teams, Outreach, Pipedrive, Salesforce Sales Cloud, Seismic, and Zoom Meetings.
Pricing One-Liner: Custom pricing upon request
Free Trial One-Liner: Free demo available
Pros
- Intuitive navigation and user-friendly interface
- Visual-first tool for understanding data snapshots
- Highly mobile and accessible through the cloud
Cons
- Large data upload can cause lag
- Error messages only offer limited information
9. Pipeliner CRM - Best for building relationships with customers
Pipeliner CRM was designed to drive user engagement through a uniform navigation, visual approach, and sales-friendly interface so your salespeople can empower themselves with a centralized source of up-to-date data. Pipeliner CRM also offers a mobile app that allows your reps to take their data with them wherever they need to work.
Why I picked Pipeliner CRM: The tool is attractive to me because the backend administration is just as visual and simple to use as the front end. You don’t need to worry about technical knowledge because most of the editing is enabled through in-line and drag-and-drop functionality.
Pipeliner CRM Standout Features and Integrations
Standout features include sales automation with guided selling and instant insights, Key Account Management with tools to nurture existing customers, and project document storage with permissions controls.
Integrations include Box, DocuSign, DropBox Business, Eventbrite, Google Drive, HubSpot, Mailchimp, Microsoft 365, OneDrive, and Zapier. Integrations are also available through Facebook’s bi-directional API, GraphQL, or REST API
Pricing One-Liner: From $75/user/month
Free Trial One-Liner: 14-day free trial
Pros
- Engaging, user-friendly interface
- Backend maintenance is non-technical
- Offers more tools than HubSpot
Cons
- Offers fewer tools than Salesforce
- Can be complicated to use third-party integration
10. Dooly - Best for empowering your team with useful selling tools
Dooly is a sales pipeline management tool that focuses on your sales team by providing them with unique tools to enhance their workflow and minimize manual data entry through automated note-syncs, which adds next steps and new contacts in real time, Deal Vitals for one-click snapshots of deal health, and repeatable processes with pre-built templates.
Why I picked Dooly: I added this tool to my list because they offer one of the most seamless integrations with Salesforce, which makes data syncing and updates that much more efficient. As you’re filling out a new contact’s information or writing notes about their account, the new data will sync to Salesforce as you’re typing.
Dooly Standout Features and Integrations
Standout features include custom dashboards with the data you need to sell better, one-click pipeline updates from the dashboard, and one-view style that allows you to see over 50 accounts without opening new tabs.
Integrations include Chrome Extension, Google Calendar, Google Drive, Guru, Okta, Outlook, Outreach, Salesforce, SalesLoft, and Slack.
Pricing One-Liner: From $35/user/month
Free Trial One-Liner: Free plan available
Pros
- Easy to share information across teams
- Seamless integration and sync with Salesforce
- Easy to set up and customize
Cons
- No tiered dashboard view options
- Not enough permissions restrictions in Notes tool
11. Capsule CRM - Best web-based sales pipeline management software
Capsules CRM touts itself as incredibly easy to use for managing contacts, building relationships, encouraging organization, and making sales. You can store lead, investor, and supplier information in one place and easily sort and find the contact you need, showing you their entire communication history right away.
Why I picked Capsule CRM: I like this platform because they streamline contact management and free you from spreadsheets. You can import all your contacts into this tool through Outlook, CSV, Google Contacts, spreadsheets, or vCard. Then, their data will sync in real-time to your other apps and you’ll be able to run quick searches using any keywords to find the appropriate contact.
Capsule CRM Standout Features and Integrations
Standout features include a sales dashboard with a complete summary of all pipelines in one place, an AI content assistant that writes personalized emails, and project management to track sales and services.
Integrations include FreeAgent, Freshbooks, Gmail, Mailchimp, Outlook, QuickBooks, Sales, Transpond, Xero, and Zapier.
Pricing One-Liner: From $18/user/month
Free Trial One-Liner: 14-day free trial
Pros
- User-friendly interface and dashboards
- Intuitive navigation to find your way around
- Fast and friendly customer support
Cons
- Can’t edit calendar tasks made in Capsule outside of it
- Limited marketing essentials and capabilities
12. People.ai - Best enterprise-ready, data-driven solution with an AI copilot
This artificial intelligence-powered sales pipeline management platform is designed to automatically capture all sales activity going on within your organization. People.ai sorts through CRM systems, dialers, calendars, other apps, and emails to provide your teams with personalized and actionable insights that empower acceleration and growth.
Why I picked Peopl.ai: This platform caught my attention because it offers the most integration between people and business intelligence tools. One of the unique ways People.ai streamlines the sales process is with AI-built relationship maps, which detect GTM engagements and helps your team build robust org charts in just a few minutes.
People.ai Standout Features and Integrations
Standout features include interactive dashboards and data tables that provide account updates and highlight new opportunities, PeopleGlass for automated updates to maintain CRM hygiene, and CRM-native scorecards that standardize lead qualification.
Integrations include Dialpad, Go-To Meeting, Google Workspace, Microsoft 365, Okta, Outreach, Salesforce, Seismic, Slack, and Tableau.
Pricing One-Liner: Custom pricing upon request
Free Trial One-Liner: Free demo available
Pros
- High visibility from the user interface
- Easy to use and navigate
- Setup and implementation is quick
Cons
- Doesn’t pull data from Slack or LinkedIn
- Customer service can be a little slow to respond
Other Options
There are so many sales pipeline management tools out there, I couldn’t resist adding a few more to the list. Here are the runners-up that could be an ideal choice for your organization.
- Pipedrive - Best CRM to customize your sales pipeline for more visual data
- monday.com - Best all-in-one platform for design, marketing, sales, operations, and HR
- Salesforce CRM - Best sales pipeline management tool with a small business focus
- Zendesk Sell - Best platform for blending sales, service, and marketing processes
- HubSpot CRM - Best platform with synergistic solutions for every one of your teams
- Freshsales - Best for AI-driven lead generation and prioritization with Freddy AI
- Zoho CRM - Best for building and nurturing customer relationships in the long term
- Salesflare - Best for engaging sales teams and encouraging them to actually use the platform
Selection Criteria For Sales Pipeline Management Software
Here’s a short summary of the main selection and evaluation criteria I used to develop my list of the best sales pipeline management software for this article:
Core Functionality
A sales pipeline management software has a big job because it touches on so many aspects of your organization. However, its core functionality should focus on the following:
- Building and managing your sales pipeline
- Showing you how your deals are moving forward
- Alerting you to missed opportunities
- Accessibility from anywhere for remote and traveling teams
Key Features
The key features that make the core functionalities of each tool possible should be available in every platform on my list. You’ll see these features repeated over and over again — though some may have different phrasing for trademark purposes.
- Custom pipeline creation: This feature will allow you to set up a sales funnel with different stages to reflect your particular needs and processes. It should encompass your organizational structure and make room for edits and updates based on forecasting.
- Deal confidence calculation: You can use a tool like this to calculate the probability of deal success based on the pipeline stage, buyer profile, and other factors specific to your organization.
- Timeline view and tracking: See your sales pipeline better with visualizations that provide at a glance data on every deal with callouts that feature individual or aggregate opportunities.
- Mobile pipeline management: Platforms that include browser accessibility or mobile apps allow sales reps and managers to access their client data from wherever they happen to be.
- Reminders and updates: Automated notifications are essential to ensuring everyone on your team gets reminders about deals that need follow-ups or additional attention. They can also be set up to recognize prioritization or missed opportunities.
Usability
Sales pipeline management software is a heavy tool with plenty of features. While you want the software to be easy to implement and learn, there are usually so many tools that it can feel overwhelming. To address this issue, I chose software that focused on intuitive navigation, user-friendly dashboards, and plenty of training support.
Software Integrations
You want your CRM or sales pipeline management tools to integrate with all the other apps you’re using in order to ensure your data is always up-to-date and provide your team with a single source of truth. Every one of the platforms featured above includes a short list of the most popular tools with which they integrate.
Pricing
There’s a lot of variety in sales pipeline management software — each exploring a unique viewpoint and providing different standout features — so you can expect there to be just as much variation in pricing. The more robust the platform, the more you’ll end up paying.
Some platforms are priced on a features basis, usage basis, or even per seat. Prices may vary between $8.99/month for basic features and limited users to $200/month for a comprehensive platform with unlimited users.
People Also Ask
Need more information before making your decision? Dive deeper into sales pipeline management software with answers to the most commonly asked questions.
What are the benefits of sales pipeline management software?
Who uses sales pipeline management software?
How do you manage a sales pipeline?
Other Revenue Operations Software
If you’re looking for other revops software to enhance your sales cycle, explore these CRM solutions, email marketing tools, and social media management platforms from The RevOps Team.
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What Next?
After reviewing this list of sales pipeline management software, I hope you found a platform that works for your sales activities — along with a few additional sales tools to complete your tech stack.
If you’re still looking for more insights to enhance your team’s performance, subscribe to the RevOps newsletter for weekly updates from the experts.