20 Best Sales Tracking Software for Small Business Reviewed In 2024
Best Sales Tracking Software for Small Business Shortlist
Here's my pick of the 10 best software from the 20 tools reviewed.
Our one-on-one guidance will help you find the perfect fit.
Sales tracking software for a small business is a valuable asset for any company. With the right software, teams can improve sales efficiency and enhance customer relationship management. But finding the right sales tracking software for a small business can be a challenge, especially with so many options available.
Using my experience with revenue operations software, I tested and compared several of the top sales tracking software for small businesses available. From there, I compiled my results into detailed reviews to help you find the best software for your needs.
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Best Sales Tracking Software for Small Business Summary
This comparison chart summarizes pricing details for my top sales tracking software for small business selections to help you find the best one for your budget and business needs.
| Tools | Price | |
|---|---|---|
| Kylas Sales CRM | From $250/month | Website |
| BIGContacts | From $19.99/month (billed annually) | Website |
| Meritto | Pricing upon request | Website |
| Reply.io | From $49/month (billed annually) | Website |
| Close CRM | From $59/user/month (billed annually) | Website |
| Apollo | From $49/user/month (billed annually) | Website |
| Glue Up | Pricing upon request | Website |
| Salesforce | From $165/user/month | Website |
| EngageBay CRM | From $14.99/user/month (billed annually) | Website |
| OpenCRM | From $50/user/month | Website |
Compare Software Specs Side by Side
Use our comparison chart to review and evaluate software specs side-by-side.
Compare SoftwareHow To Choose Sales Tracking Software for Small Business
It’s easy to get bogged down in long feature lists and complex pricing structures. To help you stay focused as you work through your unique software selection process, here’s a checklist of factors to keep in mind:
| Factor | What to Consider |
| Scalability | Will the software grow with your business needs? |
| Integrations | Does it connect with your existing tools and systems? |
| Customizability | Can you tailor the software to fit your processes? |
| Ease of Use | Is the software intuitive for your team to use? |
| Budget | Does it fit within your financial constraints? |
| Security Safeguards | Are your data and customer information protected? |
| Support | Is customer support available when you need it? |
| Reporting | Does it offer the insights your team requires? |
Best Sales Tracking Software for Small Business Reviews
Below are my detailed summaries of the best sales tracking software for small businesses that made it onto my shortlist. My reviews offer a detailed look at the key features, pros & cons, integrations, and ideal use cases of each tool to help you find the best one for you.
Kylas Sales CRM is an easy-to-use platform with no-code customization for managing sales processes, lead tracking, and enhancing team collaboration. It helps growing sales teams improve productivity through lead management, pipeline tracking, and in-depth reporting.
Why I picked Kylas Sales CRM: Kylas Sales CRM supports your sales reps with its scalable sales management capabilities. It provides comprehensive lead tracking, sales pipeline management, and collaboration features. Its deal tracking and task automation help keep sales efforts organized, and the built-in reporting and activity tracking ensures you can monitor your team’s progress.
Standout features & integrations:
Features include customizable lead and deal management, comprehensive reporting, and team collaboration tools. The platform’s workflow automation and pipeline visualization allow your team to monitor and track sales progress, while the mobile app provides on-the-go access for remote sales activities.
Integrations include WhatsApp, Facebook, Google Workspace, Outlook, QuickBooks, Slack, Xero, Mailchimp, Zapier, and Twilio.
Pros and cons
Pros:
- Strong customer support and onboarding
- Highly customizable workflows and pipelines
- Efficient lead tracking from multiple sources
Cons:
- Certain advanced features require setup support
- Limited customization in reporting options
BIGContacts is a simple, easy-to-use software that streamlines contact management by organizing customer information, tracking sales pipelines, and automating tasks and reminders for small businesses.
Why I picked BIGContacts: This tool provides contact organization, sales pipeline tracking, and task management, which are crucial for small teams to maintain customer relationships. It also offers customizable workflows and automated email marketing for efficiently managing contacts and reporting tools for analyzing sales performance.
Standout features & integrations:
Features include automated follow-up reminders, making it easier for team members to stay organized and follow up with sales prospects. You can also customize fields and reports to match your business needs, and real-time insights help your team stay on top of sales performance and tasks.
Integrations include Google Contacts, Outlook, QuickBooks, Mailchimp, Zapier, Gmail, Calendar, and Google Drive.
Pros and cons
Pros:
- Provides visual dashboards without complex setup
- Effective pipeline visualization with drag-and-drop
- Supports extensive sales forecasting customization
Cons:
- Limited flexibility for merging similar contacts
- Complex to filter reports by detailed fields
Meritto is a specialized CRM platform that offers student enrollment and admissions for educational institutions. It handles student inquiries, improves conversion rates, and integrates with popular education management systems.
Why I picked Meritto: Meritto excels in the education sector with its student admissions management and application tracking. It offers tools for managing the entire admissions pipeline, from lead generation and assignment to follow-up and reporting, all within one platform. It also provides in-depth insights into student behavior to help you refine outreach strategies and maximize conversion rates throughout the admissions process.
Standout features & integrations:
Features include application tracking, lead management, and customizable workflows. Your team can automate admissions processes to save time. The platform's analytics offer insights to optimize recruitment strategies.
Integrations include Google Analytics, Facebook, WhatsApp, Mailchimp, Salesforce, HubSpot, Zoho CRM, Microsoft Dynamics, LinkedIn, and PayPal.
Pros and cons
Pros:
- Responsive customer support with tailored training options
- Offers real-time analytics for data-driven decisions
- Comprehensive lead tracking across recruitment stages
Cons:
- Customization options are limited for specific needs
- Limited multi-pipeline tracking options
Reply.io helps your team manage leads, track sales pipelines, and engage prospects with automated email sequences. It allows personalized outreach at scale, automates follow-ups, and monitors campaign performance through detailed analytics.
Why I picked Reply.io: Reply.io automates email communications and provides tools for crafting personalized email sequences and tracking engagement metrics. The platform's automation capabilities allow your team to focus on high-value interactions throughout your sales cycle. With its analytics, you can refine your outreach strategies based on performance data.
Standout features & integrations:
Features include automated email sequences, engagement tracking, and analytics. You can create personalized email campaigns to improve your outreach. The platform tracks email performance, helping you optimize your strategies.
Integrations include Salesforce, HubSpot, Pipedrive, Zoho CRM, Slack, LinkedIn, Gmail, Outlook, Zapier, and Mailchimp.
Pros and cons
Pros:
- Responsive customer support team
- Provides detailed tracking and A/B testing
- Supports multichannel outreach (LinkedIn, SMS, calls)
Cons:
- Limited CRM functionality
- Limited sales performance dashboards
Close CRM offers advanced calling, email, and SMS features, allowing sales to engage with prospects efficiently. Its automatic task reminders, real-time reporting, and multi-channel communication streamline outreach efforts, making it an excellent tool for building relationships and closing deals.
Why I picked Close CRM: Close CRM is for inside sales teams, offering features that enhance communication and sales tracking. Its built-in calling and email functionalities keep all interactions in one place and its lead management tools help you organize and prioritize prospects efficiently. With its real-time reporting, your team can stay on top of sales activities and make informed decisions.
Standout features & integrations:
Features include a multichannel inbox that unifies communication, automated email sequences, and powerful pipeline management for tracking deals and opportunities. It also offers a robust reporting dashboard to analyze sales activities, track team performance, and help optimize workflows.
Integrations include Zapier, Slack, Gmail, Outlook, HubSpot, Pipedrive, Asana, Trello, LinkedIn, and Google Calendar.
Pros and cons
Pros:
- Responsive customer support and onboarding
- Detailed sales tracking and reporting features
- Multi-channel communication support
Cons:
- Limited CRM customization options
- No advanced deal forecasting
Apollo focuses on enhancing sales outreach, providing features like contact management, lead generation, and email sequencing for engaging prospects and managing sales pipelines. It optimizes outreach strategies to help close deals faster.
Why I picked Apollo: Apollo enhances sales outreach with its comprehensive lead generation and automation features. It allows your team to build targeted lead lists and automate outreach campaigns effectively. The platform's analytics provide insights into sales performance, helping you refine your strategies. Its ability to integrate outreach with lead management supports its focus on sales expansion.
Standout features & integrations:
Features include an extensive B2B contact database, customizable outreach sequences, and AI-powered insights to help prioritize high-intent leads. Its advanced filtering also allows users to segment leads by various criteria, like job title, company size, location, and industry.
Integrations include Salesforce, HubSpot, LinkedIn, Gmail, Outlook, Slack, Zapier, Google Workspace, Zoom, and Microsoft Teams.
Pros and cons
Pros:
- AI-assisted lead scoring and prioritization
- Automated workflows for efficient multi-channel outreach
- Advanced filters for precise targeting and segmentation
Cons:
- Additional costs for accessing direct phone numbers
- Some data inaccuracies in contact information
Glue Up offers specialized features for event organizers like registration, ticketing, and attendee engagement. Its integrated marketing tools and real-time reporting capabilities streamline event and sales processes and help manage memberships and community engagement.
Why I picked Glue Up: Glue Up excels in event management with its end-to-end solutions for community and membership-focused organizations. It offers event management tools that simplify organizing and promoting events. The platform also provides membership management features to help you track member interactions and renewals. With its communications hub, Glue Up ensures you can engage with your audience, which is crucial for event-driven businesses.
Standout features & integrations:
Features include CRM functionalities combined with event and membership management, email marketing, and payment processing. The platform also provides mobile access, allowing users to manage member data, create custom event pages, and track engagement on the go.
Integrations include Salesforce, Mailchimp, Zoom, Stripe, PayPal, Eventbrite, QuickBooks, Google Calendar, Outlook, and HubSpot.
Pros and cons
Pros:
- Strong analytics features for member and event insights
- Customizable event registration forms
- Integrated payment processing
Cons:
- Limited flexibility in event listing customization
- Limited sales forecasting tools
Salesforce’s scalability is why businesses of all sizes use it widely. It serves a diverse user base, offering powerful features like lead management, sales automation, and detailed reporting to streamline important business processes and manage complex sales pipelines.
Why I picked Salesforce: Salesforce is known for its scalability, making it suitable for growing businesses. It provides extensive customization options that allow your team to tailor the system to specific needs. The platform's comprehensive reporting and analytics tools help you gain insights into sales performance and customer interactions. With its powerful support and training resources, Salesforce ensures your team can effectively leverage its capabilities as your business scales.
Standout features & integrations:
Features include customizable dashboards, in-depth analytics, and comprehensive reporting. Your team can tailor workflows to fit specific business processes. The platform supports sales forecasting and pipeline management to drive growth.
Integrations include Mailchimp, QuickBooks, Slack, Dropbox, Google Workspace, LinkedIn, Microsoft Teams, HubSpot, Zoom, and Stripe.
Pros and cons
Pros:
- Built-in automation for workflows
- Advanced sales forecasting tools
- Customizable for any business size and industry
Cons:
- Somewhat cumbersome setup process
- Complex sales pipeline customization
EngageBay CRM streamlines sales, marketing, and support processes. It’s a scalable solution that allows teams to automate repetitive tasks, track sales pipelines, and enhance productivity, helping small teams consolidate business operations in one platform.
Why I picked EngageBay CRM: EngageBay meets the needs of startups with its comprehensive marketing and sales tools. It offers email marketing, landing page creation, and essential customer support features. It brings sales and marketing functions together in one platform to help startups align these business functions.
Standout features & integrations:
Features include sales automation and forms to capture leads effectively. The CRM also tracks customer interactions to help your team manage relationships better.
Integrations include Zapier, Xero, Mailgun, Mandrill, SendGrid, Postmark, QuickBooks, Twilio, Plivo, and Stripe.
Pros and cons
Pros:
- Strong tagging features for precise data tracking
- Adaptable for multiple sales channels, including SMS
- Simple automation workflows for lead management
Cons:
- Limited options for complex email workflow setups
- Lacks drag-and-drop customization in templates
OpenCRM is a feature-rich CRM that provides sales tracking, customer service, and project management functionalities for small and medium-sized businesses. Its flexible customization options allow users to tailor the platform to their needs and track KPIs.
Why I picked OpenCRM: OpenCRM provides localized support and services to meet the needs of UK businesses. It offers customizable sales pipelines, project management features, and comprehensive contact management crucial for UK-based enterprises. Additionally, it includes invoicing and expense management for businesses to manage their financial transactions and customer payments within the CRM.
Standout features & integrations:
Features include a centralized system to manage customer support, project tasks, and sales data, making it easier for teams to stay organized and efficient. You can also generate insightful reports to track your team's performance.
Integrations include Xero, Mailchimp, QuickBooks, Google Workspace, Outlook, Sage, Twilio, Dropbox, LinkedIn, and GoCardless.
Pros and cons
Pros:
- Centralized system for customer support and sales data
- Supports detailed tracking of client interactions
- Highly customizable for specific workflows
Cons:
- Somewhat clunky mobile interface
- Limited automation features
Other Sales Tracking Software for Small Business
Here are some additional sales tracking software for small business options that didn’t make it onto my shortlist, but are still worth checking out:
- Bigin by Zoho CRM
Best for custom pipelines
- Pipedrive
Best for visual sales pipelines
- Less Annoying CRM
Best for solo entrepreneurs
- Zendesk Sell
Best for customer support teams
- HubSpot CRM
Best for marketing integration
- Zoho CRM
Best for multi-channel support
- Salesflare
Best for automated data entry
- Bitrix24
Best for team collaboration
- Insightly
Best for project management
- Freshsales
Best for AI-driven insights
Sales Tracking Software for Small Business Selection Criteria
When selecting the best sales tracking software for small businesses to include in this list, I considered common buyer needs and pain points like managing customer interactions and improving sales pipeline visibility. I also used the following framework to keep my evaluation structured and fair:
Core Functionality (25% of total score)
To be considered for inclusion in this list, each solution had to fulfill these common use cases:
- Track sales leads
- Manage customer data
- Monitor sales pipeline
- Generate sales reports
- Automate follow-up tasks
Additional Standout Features (25% of total score)
To help further narrow down the competition, I also looked for unique features, such as:
- AI-driven analytics
- Customizable dashboards
- Mobile app functionality
- Integration with social media
- Advanced sales forecasting
Usability (10% of total score)
To get a sense of the usability of each system, I considered the following:
- Intuitive interface
- Easy navigation
- Minimal learning curve
- Responsive design
- Quick access to features
Onboarding (10% of total score)
To evaluate the onboarding experience for each platform, I considered the following:
- Availability of training videos
- Interactive product tours
- Access to webinars
- Comprehensive templates
- Responsive chatbots
Customer Support (10% of total score)
To assess each software provider’s customer support services, I considered the following:
- 24/7 support availability
- Multichannel support options
- Response time
- Quality of help resources
- Availability of dedicated support
Value For Money (10% of total score)
To evaluate the value for money of each platform, I considered the following:
- Competitive pricing
- Features offered in each plan
- Flexibility of pricing plans
- Cost of additional users
- Discounts for annual billing
Customer Reviews (10% of total score)
To get a sense of overall customer satisfaction, I considered the following when reading customer reviews:
- Overall satisfaction ratings
- Commonly mentioned pros and cons
- Feedback on customer support
- Ease of use ratings
- Feature effectiveness ratings
Trends In Sales Tracking Software for Small Business
In my research, I sourced countless product updates, press releases, and release logs from different sales tracking software for small business vendors. Here are some of the emerging trends I’m keeping an eye on:
- AI-driven insights: AI is becoming a staple in sales tracking tools, providing data-driven insights that help small businesses make better decisions. These insights can identify patterns in sales data and suggest strategies to boost performance.
- Voice recognition capabilities: Voice technology is making its way into sales tracking software, allowing users to input data and retrieve information through voice commands. This hands-free approach can increase messaging efficiency, especially for on-the-go sales teams, and streamline data entry.
- Enhanced data visualization: Tools are increasingly offering advanced visualization options to help users make sense of complex data. Interactive dashboards and customizable charts provide clearer insights into sales performance.
What Is Sales Tracking Software for Small Business?
Sales tracking software for small businesses helps manage and monitor sales activities and customer interactions. Sales professionals, small business owners, and marketing teams use these tools to increase sales efficiency and improve customer relationships.
Lead tracking, pipeline management, and reporting features help with organizing sales processes and gaining insights into performance. Overall, these tools provide valuable support in boosting sales productivity and enhancing customer engagement.
Features of Sales Tracking Software for Small Business
When selecting sales tracking software for small business, keep an eye out for the following key features:
- Real-time analytics: Provides instant insights into sales data, enabling teams to make quick, data-driven decisions.
- Lead tracking: Organizes and monitors the status of leads through the sales funnel, ensuring no opportunities are missed during the sales cycle.
- Sales forecasting: Uses historical and current data to project future sales, helping teams set realistic goals and manage resources.
- Pipeline management: Offers a visual representation of the sales pipeline, allowing teams to track and prioritize deals effectively.
- Customizable reporting: Allows users to create tailored reports to analyze specific metrics, providing insights aligned with business needs.
- Contact management: Centralizes customer and prospect information, making it easy for sales teams to maintain accurate, up-to-date records.
- Goal setting and tracking: Enables setting sales targets and monitoring progress, keeping teams motivated and accountable.
- Task automation: Automates repetitive sales tasks, freeing up time for sales teams to focus on high-value activities.
- Mobile access: Provides on-the-go access to sales data and sends notifications, helping reps stay productive when working remotely or in the field.
- Integration capabilities: Ensures seamless data flow by integrating with CRM, email, and other business tools, enhancing overall efficiency.
Benefits of Sales Tracking Software for Small Business
Implementing sales tracking software for a small business provides several benefits for your team and your business. Here are a few you can look forward to:
- Improved efficiency: Automation features like automated emails and voice recognition save time and reduce manual efforts.
- Better decision-making: AI-driven insights and data visualization provide predictive analytics to guide your sales strategies.
- Enhanced customer relationships: Lead tracking and pipeline management ensure timely follow-ups and better customer interactions.
- Increased sales visibility: Customizable dashboards and reporting give you a clear view of sales activities and performance.
- Data security: Strong privacy and security measures protect your business and customer data.
Costs and Pricing of Sales Tracking Software for Small Business
Selecting sales tracking software for a small business requires an understanding of the various pricing models and plans available. Costs vary based on features, team size, add-ons, and more. The table below summarizes common plans, their average prices, and typical features included in sales tracking software for small business solutions:
Plan Comparison Table for Sales Tracking Software for Small Business
| Plan Type | Average Price | Common Features |
| Free Plan | $0/user/ month | Basic lead tracking, limited pipeline management, and email support. |
| Personal Plan | $5-$25/user/month | Lead tracking, basic reporting, email integration, and limited customization. |
| Business Plan | $30-$60/ user/month | Advanced reporting, customizable dashboards, sales automation, and enhanced security. |
| Enterprise Plan | $70-$120/ user/month | Full customization, AI-driven insights, dedicated support, and advanced security. |
Sales Tracking Software for Small Business FAQs
Here are some answers to common questions about sales tracking software for small businesses:
How do small businesses track sales?
Small businesses track sales using CRM software, which helps manage customer relationships and sales pipelines. Some use spreadsheets, but transitioning to a CRM system offers more benefits. It provides a structured way to monitor leads, customer interactions, and sales performance. This approach ensures businesses efficiently manage their sales process and make informed decisions.
How do you keep track of the sales process?
To track sales, set clear goals and define your sales pipeline. A CRM system helps visualize each stage from lead to customer. It allows you to customize workflows and track each step, ensuring no missed opportunities. Regularly reviewing this data refine strategies and improve overall sales performance.
What type of software do salespeople use to track sales?
Salespeople often use CRM software to track sales. These systems offer tools for managing leads, automating tasks, and analyzing sales data. CRM software helps teams focus more on selling and less on administrative tasks, enhancing efficiency and ensuring a more organized sales process.
How do you keep track of sales accounts?
Tracking sales accounts involves using a CRM to organize and visualize customer data. You can set up a sales pipeline to follow each account’s progress through the sales process. This includes setting KPIs, nurturing leads, and reviewing sales data regularly. This method maintains a clear overview of all sales activities and customer interactions.
How can sales tracking software improve team performance?
Sales tracking software improves team performance by providing insights into sales activities and outcomes. It helps identify successful strategies and areas needing improvement. With features like automated reporting and analytics, teams can make data-driven decisions. This leads to a more focused approach to meeting sales targets and enhancing productivity.
Why is lead nurturing important in sales tracking?
Lead nurturing is crucial as it builds relationships with potential customers over time. Sales tracking software enables you to monitor interactions and tailor communication based on customer behavior. This approach increases lead conversion and ensures prospects receive the right information at the right time, moving them closer to a purchase decision.
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