The Best Sales Tracking Software Shortlist
After careful evaluation, these are the tools I’ve selected for tracking your sales pipelines.
- HubSpot - Best all-in-one sales and marketing automation platform
- Zoho CRM - Best for customer-facing global teams
- Pipedrive - Best for visual pipeline management and integrated reporting dashboards
- Insightly - Best for small businesses
- Freshsales - Best for AI-powered engagement features
- Copper CRM - Best for Google Workspace users
- Salesflare - Best for small and medium-sized businesses selling B2B
- Nimble CRM - Best for multi-channel prospecting
- Capsule - Best for startups and small businesses
- Salesforce - Best cloud-based 360 solution for data-driven companies
- SugarCRM - Best for advanced automation
- Agile CRM - Best for small and medium-sized Agile teams
I’ve delved into the best sales tracking software for pipeline management. With client relationship management (CRM), project management (PM), and revenue tracking tools all being essential ingredients to the workflow of sales professionals, some platforms miss the mark, while others do too much.
Whether you like to work within your email, with visual charts and reports, on social media generating new leads, or just like to automate everything, you’re bound to find a solution to suit you. Browse my pick of the best tools below.
What Is Sales Tracking Software?
Sales tracking software is a tool or platform that allows you to streamline your sales processes and workflows. Basic features include a lead tracking system, pipeline management, and reporting. Reports range from deals in progress and revenue tracking to full sales cycle tracking. The right sales tracking software saves you time, increases deal win rates, and maximizes selling potential.
Overviews of the 12 Best Sales Tracking Platforms
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tool, focusing on CRM functionality, revenue tracking, interface, and usability to ditch the endless email threads and outdated spreadsheets once and for all.
1. HubSpot - Best all-in-one sales and marketing automation platform
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.
Pricing One-Liner: From $20/month (includes 2 users) + $10/additional user/month
Free Trial One-Liner: Free plan available
Pros
- Generous free plan
- Streamlines three departments into one central hub
- Huge library of native integrations–and growing
Cons
- Can be expensive for small businesses to unlock new features
- Automation on premium plans only
2. Zoho CRM - Best for customer-facing global teams
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.
Pricing One-Liner: From $20/user/month
Free Trial One-Liner: Free plan available
Pros
- Flexible contracts with no lock-in periods
- Capture lead details anywhere
- Rich analytics and reporting dashboards
Cons
- No integrations on free plan
- Automation on premium plans only
3. Pipedrive - Best for visual pipeline management and integrated reporting dashboards
Pipedrive provides a simple user interface with visual pipelines and reporting capabilities. Everything is customizable to suit your business, and KPIs are centralized and shareable.
Why I picked Pipedrive: I chose Pipedrive because sales professionals designed it for sales professionals. Cluttered spreadsheets make clean visual pipeline management and reporting features essential. Pipedrive offers attractive reports and actionable insights that can be used to improve close rates.
Pipedrive Standout Features and Integrations:
Features include powerful customizations of pipelines, email templates, signatures, fields, and reports. Deal rotting is a unique feature that notifies users when a deal has been idle for longer than a defined period.
Integrations include 350+ apps in the Pipedrive Marketplace. WhatsApp, Trello, Zoom, and Facebook are ]the most popular. Additional integrations can be made in Zapier or with the Pipedrive API.
Pricing One-Liner: From $25/user/month
Free Trial One-Liner: 14-day free trial
Pros
- 24/7 live chat support
- App supports 19 languages
- Google Drive and OneDrive document integration
Cons
- No built-in marketing tools
- No shared inbox
4. Insightly - Best for small businesses
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.
Pricing One-Liner: $29/user/month
Free Trial One-Liner: 14-day free trial
Pros
- Built-in business intelligence dashboards
- Native project management
- Mobile business card scanning
Cons
- Automation on premium plans only
- No phone support
5. Freshsales - Best for AI-powered engagement features
Freshworks (formerly Freshworks CRM) uses powerful AI features to gain insights into deal predictions, contact scoring, and workflow design.
Why I picked Freshsales: I think Freshsales has a unique approach to sales. With Freddy, the AI bot, users can streamline their sales cycles and automate their lead generation more than with a standard automated workflow. Freddy can interact with leads and add them to your pipeline. Smart predictions help optimize your strategy with deal insights and contact scoring.
Freshsales Standout Features and Integrations:
Features include automatic leads assignment, task management, custom fields, and reminders. But I think its behavior-based sales sequences are a standout. These provide a deep understanding of user behavior on your website or app.
Integrations include Google Calendar, Office 365, Trello, PandaDoc, Mailchimp, and Quickbooks. Zapier allows you to connect even more.
Pricing One-Liner: From $18/user/month
Free Trial One-Liner: Free plan available
Pros
- AI-based forecasting insights
- Multiple sales pipelines
- AI-powered deal insights and strategy
Cons
- Limited integrations
- Limited reports customization
6. Copper CRM - Best for Google Workspace users
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.
Pricing One-Liner: From $23/user/month
Free Trial One-Liner: 14-day free trial
Pros
- Built to use within your Google Workspace
- Mobile CRM with audio notes
- Create unlimited drag-and-drop pipelines
Cons
- Better options available if you don’t use Google Workspace
- Automation on premium plans only
7. Salesflare - Best for small and medium-sized businesses selling B2B
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.
Pricing One-Liner: $35/user/month
Free Trial One-Liner: 30-day free trial
Pros
- Full-feature mobile app
- Email address finder
- Time-saving automation features
Cons
- No custom reports
- Limited native integrations
8. Nimble CRM - Best for multi-channel prospecting
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.
Pricing One-Liner: $29.90/user/month
Free Trial One-Liner: 14-day free trial
Pros
- Nimble Prospector browser extension for lead generation
- Social listening and profile matching
- Works within Google Workspace or Microsoft 365
Cons
- No free plan
- Limited native integrations
9. Capsule - Best for startups and small businesses
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.
Pricing One-Liner: $15/user/month
Free Trial One-Liner: Free plan available
Pros
- Multiple sales pipelines
- AI content assistance
- Unlimited custom fields
Cons
- Limited native integrations
- Limited for large businesses
10. Salesforce - Best cloud-based 360 solution
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.
Pricing One-Liner: $25/user/month (billed annually)
Free Trial One-Liner: 30-day free trial
Pros
- Customizable to suit any business
- Email integration with Gmail or Outlook
- Pipeline and forecast one-click reporting
Cons
- No free plan
- Steep learning curve
11. SugarCRM - Best for advanced automation
Used by millions worldwide, SugarCRM provides a suite of tools aligning the sales, marketing, and service teams. Its powerful automation tools focus on doing the work for the user, allowing the user to focus on performance.
Why I picked SugarCRM: I chose SugarCRM because its automation features allow sales teams to drive revenue, shorten sales cycles, and deliver meaningful buying experiences.
SugarCRM Standout Features and Integrations:
Features include enhanced analytics and reporting tools, supporting the advanced automation features. The pipeline analytics and management create intelligent lead and opportunity prioritization, which I highly rate.
Integrations include HubSpot, Salesloft, Shopify, and Zendesk. There's an open API for custom integrations.
Pricing One-Liner: From $49/user/month
Free Trial One-Liner: Free demo available
Pros
- AI-based predictive forecasting
- Built-in support for subscription business models
- Customizable workflow automation
Cons
- Limited native integrations
- No free plan or trial
12. Agile CRM - Best for small and medium-sized Agile teams
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.
Pricing One-Liner: From $14.99/month
Free Trial One-Liner: Free plan available
Pros
- Generous free plan
- Gamification option to improve efficiency
- Importing contacts is quick and easy
Cons
- No tutorials for advanced features
- Limited customization options
Other Sales Tracking Software Options
Here are some sales tracking tools that didn’t make my top list, but I think are worth checking out:
- Apptivo - Best for non-technical users
- Vtiger CRM - Best for small businesses that like to use a central dashboard
- Close CRM - Best for fast-scaling teams
- InsightSquared - Best for revenue forecasting and analytics
- Salesmate - Best for range of native integrations
- VanillaSoft - Best for sales teams that nurture leads over the phone
- Spiro - Best for manufacturers
- SalesRabbit - Best for outside sales teams, including field sales and door-to-door
- Nutshell - Best for a fuss-free sales process
- Mixmax - Best for prospecting in Gmail
- OnePageCRM - Best for teams who like clean and simple workflows
Selection Criteria For Sales Tracking Software
Through my years of experience in sales across many industries, I've used various sales tracking tools. Some try and do it all, while some barely scratch the surface. There are many, though, that do a great job of balancing everything a sales professional needs.
Here's a summary of the main selection and evaluation criteria I used to develop my list of the best sales tracking software:
Core Functionality
Here are the core functionalities the tools must offer to make it onto my list:
- Enables you to handle many prospects at different stages of your sales cycle
- Allows you to report pipeline activity to your team quickly and easily
- Allows you to see prospect status and activity at a glance so that you can focus on lead generation and prospect nurturing
Key Features
Here are the essential features required to deliver the core functionality outlined above:
- Lead status tracking: The first step in any sales funnel is lead generation, which means tracking new leads, pipeline stage, qualified status, and deal information is fundamental.
- CRM: It's difficult to handle sales tracking without your prospects and clients' contact and business details. A robust CRM process lets you see your contacts at a glance, including all activity.
- Pipeline management: A visual sales dashboard always lets you see what is in your sales pipeline. This insight helps you identify opportunities and improvement areas to ensure you're never caught off guard.
- Sales forecasting: Sales forecasting is an essential tool in your sales kit. The ability to set expectations, reach targets consistently, and troubleshoot potential gaps or issues before they arise sets top sellers apart.
- Reporting: No sales tracking software is complete without reporting features, which is why every tool mentioned in this article has varying reporting functionality. Visual, shareable, and customizable reports are all highly welcomed.
- Automation: Selling is hard. You need time and patience to get to know your prospects and clients. That's why automating follow-ups, lead generation, and onboarding are critical to streamlining your sales funnel.
Usability
I prioritized tools that offered a clean CRM interface and visual reporting, creating a positive user experience. You want to be able to collect and analyze data without getting bogged down in cluttered dashboards and complex customizations.
Integrations
I chose sales software that integrates with other platforms, such as lead generation tools, proposal creation software, and accounting solutions, to streamline your sales funnel from lead to client. To save you time, I've detailed available integrations for each option.
Scalability
I selected software that grows with your business. Scalability is valuable when a software provider understands what it means and how they can cater to your needs without throwing everything at you all at once. Allowing you to unlock new features and limits as you grow will enable you to remain in control of your sales tracking.
People Also Ask
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:
What are the benefits of sales tracking software?
Why is monitoring sales performance important?
How do I know if my company needs sales tracking software?
Other 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:
- Sales Reporting Software
- Lead Management Software
- Sales Acceleration Software
- Sales Funnel Software
- Sales Enablement Software
- Proposal Management Software
- Sales Automation Software
- CRM Software
- Sales Forecasting Software
Which Software Do You Use?
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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