Are you looking for a new sales management software?
Sales managers are always looking for the best way to track and manage their team’s KPIs. But, with so many sales tools on the market, it can be difficult to find one that fits your needs.
Well, not anymore! In this blog post, we’ll recommend 10 top sales management tools, including EngageBay, HubSpot, and more.
You can use these sales tools to manage all aspects of your business in one place without having to switch between multiple platforms or pay for expensive consultants.
Using these sales management tools, you’ll be able to do everything important, save time in the process, and even save hundreds of dollars every time you make a sale!
And if this sounds too good to be true, don’t worry — most of these sales CRM software come with a free trial so that you can see how they work before making any commitments!
Jump to a sales management tool:
Table of Contents
What is a Sales Management Software?
Sales management software is a digital tool designed to help businesses streamline, manage, and automate sales processes effectively.
The software centralizes sales activities, enhances collaboration between team members and sales teams, tracks key performance metrics, and more. This helps teams nurture leads, close deals, and optimize revenue.
A sales management software improves efficiency, reduces manual work, and ensures data-driven decision-making by integrating key sales functions. Key features include lead and pipeline management, automated follow-ups, contact tracking, reporting and analytics, and integration with CRM.
Key Features to Look for in a Sales Management Software
Before you choose a sales management feature, you must consider what features you need. Here are six key features every sales management tool must have.
Lead and contact management
Robust and efficient sales management starts with organizing and tracking leads effectively. A good sales management tool lets businesses capture, store, and manage lead information easily. Features include:
- Lead scoring
- Segmentation
- Contact history
Sales pipelines
A visual sales pipeline lets sales teams track deals across all stages and even identify bottlenecks. A good sales management platform should have these features:
- Customizable sales pipeline views
- Drag-and-drop deals
- Automated reminders
These key features improve conversion rates.
Sales reporting and analytics
Sales teams should have access to real-time insights into sales performance. Most sales management tools offer this, with features like:
- Customizable reports
- Revenue forecasting
- Activity tracking
Sales teams and managers can analyze sales trends, team performance, and even customer behavior to refine their strategies.
CRM integration and workflow automation
This is perhaps one of the most important features to look for, as it can make or break your sales strategies.
A good sales management tool should integrate seamlessly with a CRM system to create a unified ecosystem, ensuring no deals fall through the cracks. You should also be able to automate your workflows to avoid repetitive tasks. Features include:
- Workflow automation
- Automatic data updates
- Triggered follow-ups
Task and appointment scheduling
Effective sales teams stay organized with task automation and scheduling tools. Look for a sales management software that lets users:
- Setting task reminders
- Syncing appointments with calendars
- Scheduling meetings
This ensures seamless coordination between sales reps and clients.
10 Best Sales Management Tools to Close More Deals
The list is simply gleaned from hundreds of reviews to help you out with our own shortlist of the most resourceful sales management software.
Sales management tool | Starting price | Free plan | Free trial | Best for | G2 rating |
EngageBay | $14.99/month | Yes | Yes | CRM & sales automation | 4.6/5 |
HubSpot | $15/month | Yes | Yes | Inbound sales & automation | 4.4/5 |
Insightly | $29/month | No | Yes | On-the-go sales & insights | 4.2/5 |
Freshworks CRM | $9/month | Yes | Yes | AI-driven sales forecasting | 4.5/5 |
Pipedrive | $24/month | No | Yes | Pipeline management & reporting | 4.3/5 |
Salesforce | $25/month | No | Yes | Enterprise-grade sales tools | 4.4/5 |
Zoho | $14/month | Yes | Yes | AI-powered sales assistant | 4.0/5 |
Copper | $12/month | No | Yes | Built-in sales pipeline & insights | 4.2/5 |
ActiveCampaign | $15/month | No | Yes | Sales engagement & automation | 4.5/5 |
Monday | $12/month | Yes | Yes | Workflow & task automation | 4.6/5 |
1. EngageBay
The all-in-one business growth software EngageBay was recently rated a top product by GetApp, so it’s safe to add it to a list of the best sales operations tools.
Since 2017, EngageBay has modeled its services to be a more affordable solution tailored towards startups, small businesses, and even SMBs on a razor-thin budget.
Bloggers, solopreneurs, and agency owners have loved the product, which isn’t surprising — EngageBay was designed with the small business owner in mind.
Sales features
EngageBay’s CRM & Sales Bay is home to its myriad of exceptional sales features that strengthen your sales pipeline. Let’s examine the features in some detail.
- CRM calling: If you’re using EngageBay’s integrated CRM (and why not? It’s free!), your sales team can call leads and customers alike right through the CRM. While on the phone, the CRM suite can generate customer information to lend data-rich context to each sales call.
- Appointment scheduling: Your sales team should accommodate your customers, not the other way around. With appointment scheduling, customers can access a sales rep’s calendar anytime and slot in an appointment when they have the time. EngageBay will send alerts and reminders to the sales rep so they never miss a meeting!
- Email tracking: When a sales rep sends an email, where does it go? What is its fate? Answer these questions with EngageBay’s email tracking feature. Your sales reps will know exactly when a lead or customer opens an email, visits a landing page, and more.
- Sales automation: Automation is the way of the future. It allows your sales team to take a hands-off approach to menial tasks. The time they save can be dedicated to improving the customer experience and of course, improving overall sales productivity.
- Pipelines for multiple deals: The best sales reps have several deals in progress. EngageBay allows your sales reps to create sales pipelines for any sales activity across various geographies and categories.
- 360-degree customer view: Dig deeper into customer data with the holistic insights that EngageBay’s sales tracking software provides. This way, your sales reps can plan cross-selling and upselling strategies to stay on top of their sales goals.
Pros
- Affordable all-in-one sales and marketing solution
- Free CRM with sales automation and pipeline management
- Includes email tracking, appointment scheduling, and lead scoring
Cons
- Advanced automation features are only in higher-tier plans
Pricing
EngageBay offers four plans: Free, Basic, Growth, and Pro.
- Free: The free plan is free forever and offers 500 contacts, 1,000 emails, email marketing, autoresponders, email broadcasts, sequences, and more.
- Basic: The Basic plan starts at $14.99/month for 1,000 contacts, 3,000 emails, SMS marketing, social suite, tag manager, ticket macros, project management, and canned responses.
- Growth: The Growth plan costs $64.99/month for 10,000 contacts, 25,000 emails, marketing automation, A/B testing, custom domains, and timezone-based email delivery.
- Pro: With a price tag of only $119.99/month, this plan offers pro-level tools for advanced businesses, including web analytics, role management, conversational inboxes, account-based marketing, call scripts, and team hierarchy. You also get unlimited contacts and 50,000 emails.
2. HubSpot
The inbound marketing and sales software HubSpot is a sales automation software that could be what your sales team needs to accelerate all sales activity.
Although the overall packages are considerably costlier than EngageBay, some HubSpot features are free.
Sales features
The Sales Hub includes HubSpot’s suite of sales software for small and enterprise businesses. Let’s shine a spotlight on what HubSpot has to offer in the realm of sales.
- Sales automation: Automating everything from sales emails to the sales funnel becomes effortless in HubSpot’s software. The time savings that automation delivers are huge!
- Call tracking: HubSpot allows you to call leads and customers from your Internet browser. You can then feed that data to the HubSpot CRM.
- Conversation intelligence: AI insights will demystify even the most confusing customer conversations so your sales team can better understand the motivations and pain points of these customers.
- Email tracking: Like what you’ll find in EngageBay, HubSpot’s sales services also allow sales reps to track emails from the moment they’re opened. Then the sales rep can strike when they know they have the lead or customer’s interest.
Pros
- Powerful inbound sales and marketing automation
- Extensive integrations with third-party apps
- Robust email tracking and analytics features
Cons
- Can become expensive as your team grows
- Some advanced features require enterprise-level plans
- Mandatory, expensive onboarding
Pricing
HubSpot offers a free plan and three paid plans.
- Free: As mentioned above, HubSpot’s free plan includes basic features for businesses just starting out, including forms, landing pages, shared inboxes, live chat, and ticketing.
- Starter: This plan starts at $15/month for 1,000 marketing contacts, email marketing, ad management, email health insights, user management, and more.
- Professional: This plan starts at $800/month for 2,000 marketing contacts, content strategy, ABM tools and automation, A/B testing, and website traffic analytics.
- Enterprise: The Enterprise plan starts at $3,600/month for 10,000 marketing contacts, campaign reporting, calculated properties, advanced record optimization, up to 300 teams, and more.
3. Insightly
Streamlining your sales operations? Insightly could be just the CRM and sales tool you’ve been looking for.
Since 2009, Insightly’s sales, service, marketing, and project management solutions have aided business owners everywhere.
Sales features
Focusing solely on Insightly’s variety of sales features, let’s compare what’s included with their plan to HubSpot or EngageBay.
- On-the-go sales: Insightly’s app allows sales reps to create and progress sales opportunities and scan business cards even if they’re thousands of miles away from the office. Deals don’t stop just because half your sales team is traveling, after all! With Insightly’s app, it can be business as usual.
- Charts and insights: With business intelligence shining like a beacon, Insightly is a valuable tool for deriving insights in an appealing chart and graph format. You can drag and drop the features you wish to add to make reports the whole company can easily read.
- Dataset rules: Some information that moves through the sales process remains confidential, at least for the time being. Insightly allows you to set custom rules so only your sales reps can see these datasets.
- Email tracking: As has been the case with the other sales management tools we’ve discussed so far, Insightly allows your sales reps to track emails after they’re sent into cyberspace.
- Sales automation: Insightly’s sales automation makes this more than just any sales tool. The automation processes can be simpler or multi-step. Then your sales reps can sync with Oracle, SAP, and relevant third-party apps.
- Lead routing: When a lead contacts your sales team, Insightly allows call transfer so that the leads can be handled by sales reps who engaged with them earlier as well.
Pros
- Strong project management and CRM integration
- Custom workflow automation to streamline processes
- Insightful sales analytics and reporting tools
Cons
- Limited free plan compared to competitors
- Lacks advanced AI-driven sales insights
Pricing
Insightly offers three plans: Plus, Professional, and Enterprise.
- Plus: This plan costs $29/month and offers companywide collaborations, project delivery, and the ability to use on multiple devices.
- Professional: The Professional plan costs $49/month for Insightly Voice, lead management, and lead tracking.
- Enterprise: For $99/month, you get a suite of pro features, including opportunity management, sales team assignments, business intelligence, and event and task activity sets.
4. Freshworks CRM
Midway through our list of recommended sales management tools, we’ve got Freshworks CRM and their sales solution known as Freshsales.
Specializing in context-based sales, Freshworks says its tools are designed to reduce your sales cycles while boosting revenue.
Sales features
Let’s see what’s included in Freshworks.
- 360-degree customer view: Freshworks can help sales professionals with customer or lead insights by providing a detailed customer view, just like EngageBay.
- AI-influenced insights: Meet Freddy AI, Freshworks’ AI tool. Freddy uses dynamic forecasting to estimate your future revenue. The bot can also predict which deals can be the most fruitful.
- Contextual sales: Attesting to their context-driven sales suite, Freshsales includes features like predictive lead scoring and a sales activity timeline to improve lead context and help your sales team close more deals.
Pros
- AI-powered sales forecasting and lead scoring
- User-friendly interface with an intuitive sales pipeline
- Built-in phone and email tracking
Cons
- Some automation features require higher-tier plans
- Limited customization in reporting
Pricing
Freshsales offers three plans.
- Growth: The Growth plan starts at $9/month and offers contact management, sales sequences, deal management, and more.
- Pro: The Pro plan starts at $39/month for multiple sales pipelines, time-based workflows, territory management, and up to 3,000 bot sessions/month.
- Enterprise: The Enterprise plan offers advanced CRM customization from $59/month. With this plan, you get custom modules, AI-based forecasting insights, audit logs, and a dedicated account manager.
Want to find a Freshworks alternative that’s better suited to your needs? Check out our article on the best Freshworks alternatives.
5. Pipedrive
If you’d rather select a sales management software that’s not so focused on marketing and customer service, try Pipedrive.
This is exclusively a sales CRM solution that Pipedrive says was created by salespeople.
Sales features
What’s included in this sales management tool? Here is an overview of Pipedrive’s features.
- Sales automation: Free up more time in your sales team’s schedules, and they’ll be able to close more deals. Pipedrive, like many of the other tools we’ve discussed, features sales automation in its software.
- Lead qualifications: By qualifying leads, your sales professionals can ensure that only the highest-quality and most likely prospective buyers are attended to.
- Task management: The life of a sales rep can be a stressful one at times! With Pipedrive’s task management feature, your sales team can stay on top of current tasks so nothing slips through the cracks.
- Contact management: Tracking leads just became a lot easier with the contact management feature in Pipedrive’s software. Your sales reps can glean insights into current and long-time contacts that will inform their sales strategy.
- Pipeline reporting: How successful is your sales pipeline? No longer will that be a mystery with Pipedrive’s comprehensive pipeline reporting. When combined with their other reports and insights, your sales team can learn more about their current sales process to strengthen it further.
Pros
- Simple, sales-focused CRM designed for deal tracking
- Visual sales pipeline for easy deal management
- Strong automation and AI-powered sales insights
- Customizable reporting and analytics
Cons
- No free plan, only a trial version is available
- Marketing and customer support features are limited
Pricing
Pipedrive has five plans.
- Essential: The Essential plan costs $24/month and offers 3,000 daily deals, AI sales assistant, and deal management.
- Advanced: The Advanced plan costs $49/month and offers 10,000 daily deals, customizable email templates, and 2-way email sync.
- Professional: The Professional plan costs $69/month and gives you 100,000 daily deals, contact timelines, team management, formula fields, and more.
- Power: The Power plan starts at $79/month for 200,000 deals, higher limits, and advanced features.
- Enterprise: The Enterprise plan is Pipedrive’s most advanced plan, with a starting price of $129/month. Here, you get unlimited deals, enterprise-level security and features, and more.
6. Salesforce
The brand of sales cloud software that Salesforce produces has made it a force to be reckoned with in the sales world since 1999.
If your small business is focused on growing revenue, especially over this next quarter, then Salesforce is a sales pipeline management tool to look into.
Sales features
What kind of features does Salesforce offer its users? There are plenty of them, so let’s dive right in.
- Sales forecasting: Salesforce takes the guesswork out of revenue predictions with its sales forecasting feature. Using your company’s past data to drive future predictions, your sales team can rely on the forecasts and plan accordingly.
- Opportunity management: When opportunity knocks, your sales team must be ready to answer the call. Salesforce will identify potentially lucrative sales opportunities so your sales reps can jump right into the action.
- Contact management: The insights that Salesforce provides in its contact management tool will make segmenting and retaining leads and customers an easier process for your sales reps.
- Mobile CRM: Take CRM insights on the go using Salesforce’s mobile CRM. The app allows your sales team to track the CRM in real-time, adding to it, editing data, and updating it.
- Process automation: From workflows to email alerts and activity tracking, Salesforce’s automation is built for simplified workflows.
Pros
- Industry-leading sales CRM with enterprise-level features
- Highly customizable with extensive integrations
- AI-powered sales forecasting and opportunity tracking
- Mobile CRM app for on-the-go sales teams
Cons
- Expensive, especially for small businesses
- Steep learning curve for beginners
Pricing
Salesforce small business CRM offers four plans:
- Essentials: starts at $25/month
- Sales Professional: starts at $75/month
- Service Professional: starts at $75/month
- Pardot Growth: Starts at $1,250/month
7. Zoho
The last sales management software we’ll discuss is Zoho, a sales CRM software that has an active customer base of more than 250,000 companies of all sizes.
Sales features
Are you curious about Zoho’s sales features and how they may slot into what you’re looking for in a sales management tool? Let’s take a look:
- Sales force automation: Automating the business processes your sales team uses every day becomes simple with Zoho. You can automate accounts, contacts, lead management, and more.
- Zoho CRM mobile app: Like Insightly, Zoho offers its own free app for the Google Play Store and the Apple App Store. Within the app, your sales team can log calls, schedule activities, edit deals in progress, track customer interactions, log voice notes, and review sales metrics.
- Zia AI: Move over, Freddy. Zoho has Zia, an AI-driven tool within their sales CRM that can take care of such tasks as automation, anomaly detection, sales predictions, note dictation, and data fetching.
Pros
- AI-driven assistant (Zia) for predictive sales insights
- Affordable CRM with extensive automation
- Mobile app for real-time updates and communication
- Free plan available for small teams
Cons
- UI can feel outdated compared to competitors
- Customer support can be slow at times
Pricing
Zoho offers four plans.
- Standard: The Standard plan costs $14/month and offers task management, pipelines, sales forecasting, email insights, templates, and more.
- Professional: The Professional plan costs $23/month for macros, assignment rules, webhooks, custom reports and dashboards, and email relays.
- Enterprise: The Enterprise plan costs $40/month for email parsers, custom functions, developer sandbox, segmentation, advanced dashboard components, and more.
- Ultimate: The Ultimate plan costs $52/month for advanced BI intelligence, scalability, and Zoho Analytics.
8. Copper
Copper CRM is a sales management tool designed specifically for Google Workspace users. It seamlessly integrates with Gmail, Google Drive, and Google Calendar, making it an excellent choice for businesses that rely on Google’s ecosystem.
Sales features
- Seamless Google integration: Copper CRM works natively with Gmail, Google Drive, and Calendar.
- Automated workflows: Reduces manual work with AI-driven automation.
- Pipeline management: You can visualize and track sales progress effortlessly.
- AI-powered insights: Copper offers predictive analytics and lead scoring to help you filter hot leads.
Pros
- Seamless integration with Google Workspace
- User-friendly interface with automated workflows
- AI-driven insights for smarter sales management
- Strong contact and pipeline management features
Cons
- No free plan available
- Advanced reporting is limited
Pricing
Copper CRM offers four plans:
- Starter: The Starter plan costs $12/month for 1,000 contacts, tasks, forms, and integrations.
- Basic: The Basic plan costs $29/month for 2,500 contacts, Google Workspace integration, pipelines, contact enrichment, and team collaboration.
- Professional: The Professional plan costs $69/month for 15,000 contacts, workflow automation, bulk email and templates, reporting, and integrations.
- Business: The Business plan costs $134/month for unlimited contacts, email sequences, drip campaigns, website tracking, lead scoring, and LinkedIn integration.
9. ActiveCampaign
ActiveCampaign is a robust sales automation and email marketing platform that helps businesses manage customer relationships and drive sales. With advanced automation features, lead nurturing tools, and behavioral tracking, ActiveCampaign is an ideal choice for businesses looking to streamline sales processes.
Sales features
- Sales engagement automation: You can automate email follow-ups, lead scoring, and task assignments.
- CRM and pipeline tracking: ActiveCampaign helps manage deals through its intuitive drag-and-drop interface.
- Advanced segmentation: You can target the right leads with ActiveCampaign’s behavior-based segmentation.
- Email and SMS marketing: ActiveCampaign offers multichannel sales outreach and the ability to automate it.
Pros
- Powerful sales engagement and automation tools
- Excellent email marketing and lead nurturing features
- Advanced segmentation and behavioral tracking
- Integrates with over 850+ apps
Cons
- No free plan, only a trial
- Can be complex for beginners
Pricing
ActiveCampaign offers four plans:
- Lite: Starts at $15/month for 1,000 contacts and marketing automation, site tracking, social media tools, and newsletters.
- Plus: Starts at $49/month for 1,000 contacts and database syncing custom email designs, conditional content, sales automation, advanced subscription forms, and more.
- Pro: Starts at $79/month for 1,000 contacts and split automation, predictive sending, customer attribution, and training sessions.
- Enterprise: Starts at $145/month for 1,000 contacts and uptime SLA, custom CSS and HTML, and premium phone support.
10. Monday
Monday is a flexible work management software that includes sales management and CRM. The platform allows sales teams to manage leads, automate workflows, and collaborate efficiently.
Sales features
- Customizable CRM pipelines: Monday lets you track and manage leads through a fully adaptable sales board.
- Automated sales workflows: You can use task automation to get rid of repetitive, mundane tasks.
- Collaboration tools: Monday offers collaboration tools to help you communicate with team members within deals.
Pros
- Highly customizable workflow automation.
- Simple, visual interface with drag-and-drop functionality.
- Collaboration tools for team-based sales tracking.
- Free plan available with essential features.
Cons
- More of a general project management tool than a dedicated CRM.
- Sales automation features require paid plans.
Pricing
Monday offers four plans:
- Basic: Starts at $12/month for unlimited customizable pipelines, unlimited contacts, templates for lead and deal management, and more.
- Standard: Starts at $17/month for 2-way email integration, AI email generator, activity management, custom CRM integrations, and more.
- Pro: Starts at $28/month for sales forecasting, email templates, email tracking and automation, sequences, mass emails, and more.
- Enterprise: Custom-priced. Offers lead scoring, team goals, advanced analytics, enterprise-grade automation, multi-level permissions, and HIPAA compliance.
Conclusion
These sales management tools are all great options for building a productive, revenue-boosting sales team.
If you find yourself struggling to narrow down your options, we recommend EngageBay the most.
With many of the features the competition offers (plus others exclusive to EngageBay) and with greater affordability, EngageBay makes a lot of sense for startups, small businesses, and other companies with light or tight budgets.
You can try a free version of EngageBay today, which is indeed free forever!
Want to improve your sales workflow? Explore 12 incredible sales database tools and their top features!
Blog updated for freshness and SEO by Abdul Bashid.