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With so many different sales tracking software available, figuring out which is right for you is tough. You know you want to record, analyze, and report on sales data more efficiently 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 tracking tools with various teams and projects, with my picks of the best sales tracking software.

Why Trust Our Sales Tracking Software Reviews?

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

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

How To Choose Sales Tracking Software

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

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

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

Best Sales Tracking Software Reviews

Here’s my take on the best sales tracking software. I summarized the features of each tool, focusing on CRM functionality, revenue tracking, interface, and usability to ditch the endless email threads and outdated spreadsheets once and for all.

Best cloud-based 360 solution for data

  • 14-day free trial
  • From $25/user/month (billed annually)
Visit Website
Rating: 4.2/5

Salesforce is the best cloud-based 360 solution because it provides options for businesses in any industry of any size. It's highly customizable. This does mean it can be a little more complex to set up and use, but it's ideal for businesses that need something tailor-made.

Why I picked Salesforce: Salesforce is an all-in-one solution that, to some people, is one of the tools that 'do too much,' but for others, it does everything they could wish for. I chose Salesforce because it helps teams run their business, collaborate in one central location, and is more than just sales tracking.

Although startups and small businesses may find the features overwhelming, the power behind Salesforce makes it a sales tracking tool for others to strive toward.

Salesforce Standout Features and Integrations:

Features include forecasting, one-click reporting, and sales management tools. With a data-rich dashboard and lead generation data mining, you can monitor your prospect's journey through the sales funnel and create premium user experiences.

Integrations include over 3,000 apps in the Salesforce AppExchange, including LinkedIn, Google Workspace, Asana, Microsoft 365, and WhatsApp. The Salesforce API allows you to create custom integrations.

Pros and cons

Pros:

  • Pipeline and forecast one-click reporting
  • Email integration with Gmail or Outlook
  • Customizable to suit any business

Cons:

  • Steep learning curve
  • No free plan

Best for startups and small businesses

  • 14-day free trial
  • From $18/user/month (billed annually) + free plan available
Visit Website
Rating: 4.7/5

Capsule prides itself on four core principles: simple, approachable, trusted, and playful. This approach is reflected in the platform's simplicity and is perfect for startups needing fuss-free solutions from reliable providers.

Why I picked Capsule: Capsule has a clean and modern interface, is simple to use, and has all the features needed from a sales tracking tool. It's not necessarily got anything special regarding functionality or features, but I think it’s executed beautifully. Everything is slick, playful, and approachable.

Capsule Standout Features and Integrations:

Features include visual pipeline management with opportunity filtering, PM capabilities with task automation, and comprehensive reporting options.

Integrations include Microsoft 365, Google Workspace, Xero, and Mailchimp. Zapier opens many more connection choices, and custom integrations can be created with the Capsule API.

Pros and cons

Pros:

  • Unlimited custom fields
  • AI content assistance
  • Multiple sales pipelines

Cons:

  • Limited for large businesses
  • Limited native integrations

Best for customizable sales automation

  • 14-day free trial
  • From $8/user/month (billed annually)
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Rating: 4.7/5

Monday sales CRM is a customer relationship management platform designed to centralize client communication and automate sales processes, providing a comprehensive overview of deals through customizable dashboards. Its unique selling point lies in its highly adaptable workflows, which enable users to modify the CRM system to align with their specific sales operations, leveraging flexible column types, detailed subitems, and robust sorting capabilities.

Why I picked Monday sales CRM: Monday.com excels in streamlining sales tracking through its intuitive interface and customizable dashboards, enabling teams to efficiently monitor deals, manage contacts, and follow up on leads with precision. Its automation features reduce manual tasks, allowing sales reps to focus on building relationships and closing deals.

The platform fosters collaboration across departments, ensuring all team members are aligned and informed. With real-time analytics, sales performance is transparent, aiding in strategic decision-making and driving sales growth. Monday.com is a robust tool that simplifies sales tracking while enhancing team productivity and customer engagement.

Monday sales CRM Standout Features and Integrations

Features include embedded analytics and customizable reporting features within the platform. This allows users to generate real-time insights about their sales activities, pipeline health, and performance metrics directly within their workflow. The ability to create and access these reports without needing specialized analytical tools or software is a unique feature that streamlines operations and decision-making processes.

Integrations include project management apps like Slack, Google Drive, Gmail, Google Calendar, Jira, GitHub, Trello, Dropbox, Typeform and many more, accessible through a paid plan with Zapier.

Pros and cons

Pros:

  • Integrated automation tools
  • Enables cross-functional collaboration
  • Known for its intuitive and visually appealing interface
  • Highly customizable workflows and dashboards

Cons:

  • Sales CRM dosen't have a free plan
  • Vast array of features can be overwhelming for new users

Best for customer

  • 15-day free trial + free plan available
  • From $15/user/month
Visit Website
Rating: 4/5

Over 250,000 businesses already use Zoho’s product suite. Built for networking, you can capture leads anywhere–online or offline.

Why I picked Zoho CRM: I chose Zoho CRM because it makes connecting with people easy. With an omnichannel presence and powerful segmentation features, you can engage with your prospects at the right time and place.

With a comprehensive mobile app, the ability to scan business cards into your CRM, and connect your CRM contacts to your phone network, it’s easy to make sales on the go.

Zoho CRM Standout Features and Integrations:

Features include predictive intelligence, multiple pipelines, sales forecasting, and client portals. With the Zoho suite offering tools in marketing, accounting, HR, operations, and customer service, too, users can ensure customer loyalty with personalized experiences.

Integrations include over 800 native apps, with Mailchimp, WhatsApp, Outlook, Xero, and Google Adwords. You can make additional connections with Zapier and create custom integrations with the Zoho API.

Pros and cons

Pros:

  • Rich analytics and reporting dashboards
  • Capture lead details anywhere
  • Flexible contracts with no lock-in periods

Cons:

  • Automation on premium plans only
  • No integrations on free plan

Best for small and medium-sized businesses selling B2B

  • 14 days free trial
  • From $29/user/month (billed annually)
Visit Website
Rating: 4.7/5

Salesflare is easy to use and can automate every part of your sales process. With a clean pipeline and organized CRM, it's simple yet powerful.

Why I picked Salesflare: I chose Salesflare because it can find any email address with a name and company, making outreach a breeze. Salesflare gathers information across all digital channels from one contact, automatically updating your CRM. Where time can often be tight, smaller teams will appreciate the automatic calendar and phone meeting logs.

Salesflare Standout Features and Integrations:

Features include powerful client data gathering, organized document and pipeline interface, and a mobile app that matches the power of the desktop version.

Integrations are limited natively. Gmail, Mailchimp, Better Proposals, and hundreds more are available using Zapier or Make.

Pros and cons

Pros:

  • Time-saving automation features
  • Email address finder
  • Full-feature mobile app

Cons:

  • Limited native integrations
  • No custom reports

Best for Google Workspace users

  • 14-day free trial
  • From $29/user/month
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Rating: 4.5/5

Copper CRM is designed with Google Workspace users in mind. Built using the same principles, it integrates with Google Workspace, providing a seamless user experience and no learning curve.

Why I picked Copper CRM: I chose Copper CRM for businesses that use everything Google has to offer. Copper CRM provides a similar user experience, so there is no new software to learn. The best thing about this approach is that your CRM fills itself—no data entry! A new lead or activity updates across every tool, meaning you always have real-time data anywhere.

Copper CRM Standout Features and Integrations:

Features include email sequences, drip campaigns, lead scoring, and contact enrichment.

Integrations include Google Workspace—obviously! Mailchimp, Calendly, LinkedIn, Square, and PandaDoc are also native integrations. Zapier opens up more integration opportunities, and there’s an open API for custom integration building.

Pros and cons

Pros:

  • Create unlimited drag-and-drop pipelines
  • Mobile CRM with audio notes
  • Built to use within your Google Workspace

Cons:

  • Automation on premium plans only
  • Better options available if you don’t use Google Workspace

Best for multi-channel prospecting

  • 14-day free trial
  • From $24.90/user/month (billed annually)
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Rating: 4.5/5

With powerful social listening and profile-matching features, Nimble CRM is ideal for multi-channel prospecting. Nimble CRM is customer-driven and focuses on the most efficient way to build relationships.

Why I picked Nimble CRM: I chose Nimble CRM because of its multi-channel data-gathering abilities. Integrating with Google Workspace and Microsoft 365, users can take their usual workflow to the next level. The Nimble Prospector extension allows users to collect insights on leads across any platform, and the social profile matching brings leads to you so you can focus on relationship building.

Nimble CRM Standout Features and Integrations:

Features include lead qualification flows, group messaging, custom deal dashboard reports, and sales forecasting.

Integrations include Google Workspace and Microsoft 365. Other integrations are available through the Nimble API.

Pros and cons

Pros:

  • Works within Google Workspace or Microsoft 365
  • Social listening and profile matching
  • Nimble Prospector browser extension for lead generation

Cons:

  • Limited native integrations
  • No free plan

Best all-in-one sales and marketing automation platform

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

With over 177,000 users globally, HubSpot is a powerhouse combination of sales, service, and marketing to suit every business size.

Why I picked HubSpot: HubSpot is an all-in-one suite for individuals and businesses to connect with more leads, shorten deal cycles, and improve close rates. I chose it as it allows teams to work from a central hub with streamlined processes and powerful automations.

HubSpot Standout Features and Integrations:

Features include meeting scheduling, predictive lead scoring, sequences, and playbooks. What stands out to me is the centralized hub for sales, service, and marketing teams. HubSpot focuses on inbound marketing, taught in the HubSpot Academy, creating a cohesive customer journey.

Integrations available in HubSpot are expanding weekly, but you already have your essentials. Gmail, Outlook, Zoom, Shopify, Slack, you name it. Zapier is available for additional connections, and you can create custom integrations with the HubSpot API.

Pros and cons

Pros:

  • Huge library of native integrations–and growing
  • Streamlines three departments into one central hub
  • Generous free plan

Cons:

  • Automation on premium plans only
  • Can be expensive for small businesses to unlock new features

Best for small businesses

  • Free trial available
  • From $29/user/month

Insightly is best for small businesses because it's easy to use and understands small business owners' complex roles. It helps teams avoid working in silos and manage time to shorten sales cycles and close more deals.

Why I picked Insightly: I focused on how Insightly scales with businesses. As a sales tracking tool and CRM, its features are rich but also seen in other tools. What stands out is the personalization elements while retaining its simplicity. Adding client details that help to maintain meaningful relationships is why Insightly is ideal for small businesses.

Insightly Standout Features and Integrations:

Features include customizable templates and sales processes, and relationship linking. A unique feature I like is converting won opportunities into projects, with task management and a Kanban view available.

Integrations include Google, Microsoft 365, Quickbooks, and Xero. Using Zapier and AppConnect, there are over 2,000 integrations available.

Pros and cons

Pros:

  • Mobile business card scanning
  • Native project management
  • Built-in business intelligence dashboards

Cons:

  • No phone support
  • Automation on premium plans only

Best for small and medium-sized Agile teams

  • Free plan available
  • From $8.99/user/month (billed annually)

The workflow automation and task management features make Agile CRM an excellent sales tracking solution for Agile teams. Team dashboards make stand-up meetings a breeze, while goal-setting features keep sprints on track.

Why I picked Agile CRM: Agile CRM offers a generous free plan with up to ten users. The lead, deal, and contact management dashboards stand out to me because they are simple, but sophisticated automations take them to the next level. Lead scoring and custom deal milestones are essential for sprint planning and ensuring the team hits smaller goals on the way to larger targets.

Agile CRM Standout Features and Integrations:

Features include custom data fields, appointment scheduling, post-call automations, call recordings, and automated voicemails. Making this a great tool for sales teams who work with prospects on the phone, too.

Integrations include 50 native integrations, with Facebook, Stripe, Quickbooks, and LinkedIn being popular. Zapier allows further connections, and the Agile CRM API is available for custom integrations.

Pros and cons

Pros:

  • Importing contacts is quick and easy
  • Gamification option to improve efficiency
  • Generous free plan

Cons:

  • Limited customization options
  • No tutorials for advanced features

Best Sales Tracking Software Summary

Tools Price
Salesforce CRM From $25/user/month (billed annually)
Capsule CRM From $18/user/month (billed annually) + free plan available
monday CRM From $8/user/month (billed annually)
Zoho CRM From $15/user/month
Salesflare From $29/user/month (billed annually)
Copper From $29/user/month
Nimble From $24.90/user/month (billed annually)
HubSpot From $45/user/month
Insightly From $29/user/month
Agile CRM From $8.99/user/month (billed annually)
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.

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Other Sales Tracking Software

Here are some sales tracking tools that didn’t make my top list, but I think are worth checking out:

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

Selection Criteria For Sales Tracking Software

Sales tracking software provides crucial insights into sales activities, pipeline health, and team performance, enabling businesses to make informed decisions and strategize effectively. Through rigorous testing and research, I have identified key functionalities that are pivotal for a sales tracking solution to be effective.

Core Sales Tracking Software Functionality: 25% of total weighting score

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

  • Providing comprehensive visibility into the sales pipeline.
  • Enabling detailed tracking of individual and team sales activities.
  • Facilitating accurate forecasting of sales revenue.
  • Offering actionable insights to improve sales strategies.
  • Enhancing team collaboration and accountability.

Additional Standout Features: 25% of total weighting score

  • Advanced Analytics: Leveraging AI and machine learning to provide predictive insights and trend analysis.
  • Integration Flexibility: Seamless integration with a wide array of other business systems, including marketing automation and customer service platforms.
  • Customization and Scalability: Ability to tailor the software to specific business needs and scale as the business grows.
  • Enhanced Collaboration Tools: Features that foster real-time collaboration among team members, regardless of their location.
  • Robust Mobile App: A comprehensive mobile application that provides full functionality, ensuring sales teams have access to critical information on the go.

Usability: 10% of total weighting score

  • Intuitive Interface: A user-friendly design that minimizes the learning curve and enhances user adoption.
  • Flexible Reporting: Customizable reporting tools that allow users to create reports tailored to their specific needs and preferences.
  • Accessibility: Ensuring the software is accessible to users with disabilities, enhancing inclusivity and usability for all team members.

Onboarding: 10% of total weighting score

  • Effective Training Resources: Access to a library of training materials, webinars, and tutorials that facilitate smooth onboarding and continuous learning.
  • Interactive Onboarding: In-app guides and interactive tours that help new users quickly become proficient with the software.

Customer Support: 10% of total weighting score

  • Responsive Support: Timely and effective customer support to address issues, answer questions, and provide guidance.
  • Multiple Support Channels: Offering various channels for support, including chat, phone, and email, catering to user preferences.

Value For Money: 10% of total weighting score

  • Transparent Pricing: Clear and straightforward pricing structures that provide good value for the features and benefits offered.
  • Flexible Pricing Plans: A range of pricing options to accommodate businesses of different sizes and budget constraints.

Customer Reviews: 10% of total weighting score

  • Positive User Feedback: High ratings and positive reviews from current and past users that attest to the software's effectiveness and value.
  • Success Stories: Case studies or testimonials that demonstrate how the software has helped other businesses improve their sales operations and achieve their revenue goals.

When choosing sales tracking software, it's crucial to select a solution that not only addresses your current needs but also has the potential to grow with your business. The ideal software should offer comprehensive tracking functionalities, insightful analytics, and robust support to empower your sales teams and drive your business's success.

Sales tracking software continues to evolve rapidly, incorporating advanced technologies and methodologies to offer deeper insights and more efficient workflows. As businesses increasingly focus on data-driven decision-making, the role of sales tracking in understanding and optimizing revenue operations grows ever more critical. Below are key trends and developments shaping the sales tracking software landscape:

Integration and Automation:

  • Enhanced CRM Integration: Sales tracking software is increasingly offering deeper, more seamless integration with CRM platforms, allowing for a unified view of customer interactions and sales activities.
  • Automated Data Capture: The ability to automatically capture and log sales interactions across various channels is improving, reducing manual entry and increasing data accuracy.

Advanced Analytics and AI:

  • Predictive Analytics: Sales tracking tools are incorporating advanced analytics and AI to forecast sales trends, identify opportunities, and predict customer behaviors, enabling proactive decision-making.
  • AI-driven Insights: The use of artificial intelligence to provide actionable insights and recommendations is becoming more prevalent, helping sales teams prioritize their efforts more effectively.

Collaboration and Mobility:

  • Real-time Collaboration Features: There is an increasing emphasis on features that support real-time collaboration among team members, regardless of their location, enhancing team synergy and responsiveness.
  • Mobile Optimization: With sales teams increasingly mobile, sales tracking software is emphasizing robust mobile experiences, ensuring full functionality and access to critical data on the go.

Emerging Technologies:

  • Blockchain for Data Security: Some sales tracking solutions are beginning to incorporate blockchain technology to enhance data security and trust, particularly in industries where data sensitivity is paramount.
  • IoT Integration: The integration with Internet of Things (IoT) devices is starting to emerge, allowing for more automated data collection and innovative ways to track customer interactions and product performance.

Evolving Features:

  • Decreased Focus on Manual Data Entry: As automation and integration capabilities improve, the need for manual data entry is diminishing, with software increasingly capable of aggregating and synthesizing data automatically.
  • Less Emphasis on Basic Reporting: Basic reporting functionalities are becoming less of a selling point as users expect more dynamic, interactive, and predictive reporting features.

Sales tracking software is becoming more integral to strategic sales planning and execution, driven by advances in AI, analytics, and integration capabilities. For revenue operation leaders, choosing software that aligns with these trends will be key to unlocking deeper insights, driving efficiency, and staying competitive in the evolving business landscape.

What Is Sales Tracking Software?

Sales tracking software is a tool used by businesses to monitor and manage sales activities. It records every stage of the sales process, from initial customer contact to finalizing deals, and provides a centralized platform for accessing and analyzing this information. The software includes features for tracking leads, managing sales pipelines, reporting on performance, and coordinating customer interactions.

The benefits of sales tracking software include improved visibility into the sales process, which aids in making informed decisions. It enhances productivity by automating routine tasks, allowing sales teams to focus more on selling. The software helps in identifying areas for process improvement, managing customer relationships more effectively, and achieving sales targets. By providing data-driven insights, it supports businesses in optimizing their sales strategies and increasing overall sales efficiency.

Features Of Sales Tracking Software

Sales tracking software equips organizations with critical insights into their sales activities, enabling them to forecast accurately, strategize effectively, and ultimately drive growth. Here are the essential features to look for in sales tracking software:

  1. Real-Time Sales Tracking: Provides instant visibility into sales activities and performance metrics.
    • Immediate access to sales data enables timely decisions and adjustments in strategy, enhancing agility in sales operations.
  2. Pipeline Management: Offers a comprehensive overview of the sales pipeline, from lead generation to deal closure.
    • Effective pipeline management is crucial for identifying bottlenecks, forecasting revenue, and aligning sales efforts with business goals.
  3. Customizable Dashboards: Allows users to personalize dashboards to highlight key metrics and data points.
    • Tailored dashboards ensure that stakeholders can quickly access the information most relevant to their roles and objectives.
  4. Advanced Reporting and Analytics: Delivers in-depth analysis of sales trends, cycle lengths, win rates, and more.
    • Deep analytical insights empower organizations to refine their sales strategies and optimize performance.
  5. Integration Capabilities: Seamlessly connects with CRM platforms, marketing tools, and other business systems.
    • Integration enhances data accuracy, reduces manual data entry, and provides a holistic view of customer interactions and sales history.
  6. Mobile Accessibility: Enables access to sales tracking information on mobile devices, ensuring data is available anytime, anywhere.
    • Mobile access is essential for field sales teams and stakeholders needing to stay informed on-the-go.
  7. Goal Setting and Tracking: Facilitates the establishment and monitoring of sales targets at individual and team levels.
    • Clear goal setting and tracking mechanisms are vital for driving sales performance and accountability.
  8. Collaborative Tools: Supports team collaboration and information sharing within the sales tracking platform.
    • Collaboration features promote synergy among team members, fostering a unified approach to achieving sales targets.
  9. Alerts and Notifications: Provides timely alerts on important milestones, tasks, or anomalies in the sales process.
    • Automated alerts ensure that critical events do not go unnoticed, enabling prompt action.
  10. Data Security: Ensures robust security measures are in place to protect sensitive sales data.
  • Strong data security protocols are imperative to safeguarding company and customer information and maintaining trust.

In selecting sales tracking software, it is essential to opt for a solution that not only aligns with your current needs but also is scalable to accommodate future growth. A comprehensive tool that offers real-time insights, robust analytics, and seamless integration will empower your organization to optimize sales processes, enhance strategic decision-making, and drive successful revenue operations.

Benefits Of Sales Tracking Software

By providing comprehensive insights into sales activities, performance metrics, and customer interactions, sales tracking software enables businesses to optimize their sales strategies, foster team collaboration, and drive growth. Here are five primary benefits of implementing sales tracking software:

  1. Enhanced Visibility into Sales Activities: Offers real-time monitoring of sales operations and activities.
    • This visibility enables managers and teams to stay informed on progress, quickly identify issues, and adapt strategies as needed, fostering a proactive sales environment.
  2. Data-Driven Decision Making: Provides robust analytics and reporting tools.
    • Access to detailed sales data and trends supports informed decision-making, allowing businesses to strategize based on empirical evidence and improve overall sales effectiveness.
  3. Increased Sales Productivity: Automates routine tracking and reporting tasks.
    • Automation frees up sales representatives to focus more on selling and less on administrative tasks, thereby enhancing productivity and increasing the potential for revenue generation.
  4. Improved Sales Forecasting: Facilitates accurate and dynamic sales forecasting.
    • With precise forecasting, organizations can better anticipate future sales, plan accordingly, and set realistic goals, ensuring alignment with broader business objectives.
  5. Streamlined Collaboration: Enables seamless communication and collaboration among sales team members.
    • Collaboration features within sales tracking software ensure that all team members are aligned, can share insights and updates efficiently, and work cohesively towards common sales targets.

Costs & Pricing For Sales Tracking Software

Sales tracking software is designed to enhance sales visibility, improve team performance, and drive revenue, with various plans tailored to meet the needs of different business sizes and types. Understanding the pricing and features associated with each plan is crucial to selecting a software that aligns with your organization's goals and budget.

Plan Comparison Table For Sales Tracking Software

Plan TypeAverage PriceCommon Features Included
Basic$10 - $25 per user/monthLead and opportunity tracking, basic reporting, task management
Professional$25 - $75 per user/monthAdvanced analytics, CRM integration, enhanced customization, mobile access
Enterprise$75 - $200+ per user/monthPremium support, advanced integration options, unlimited scalability, additional security features
Free$0Limited features, capped data entries, basic tracking capabilities

When choosing a sales tracking software, consider the specific needs of your sales team, the complexity of your sales processes, and your budget. Opting for a plan that offers scalability will ensure that the software continues to serve your business effectively as it grows. Remember, investing in the right sales tracking solution can significantly impact your organization's efficiency and bottom line.

Sales Tracking Software Frequently Asked Questions

Still unsure how sales tracking software can streamline your pipeline and help track your deals and potential revenues? These frequently asked questions and answers should help:

Additional Sales Software Reviews

If you’re looking for additional tools and resources to streamline your sales process, explore these reviews from sales experts at The RevOps Team:

Conclusion

Sales tracking software is essential for streamlining your pipeline and provides insight into your sales funnel activity. It highlights what’s working, areas for improvement, where time is being wasted, and where automation could be useful.

Reporting features allow you to see who is killing it and who may need support. Identifying struggling team members and taking the time to strengthen their skills can only mean good things for sales.

Join the conversation and tell us which tools work best for your sales workflow. Any missing from my list?

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Phil Gray
By Phil Gray

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

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