One of the main benefits of using sales management software is the way it places emphasis on your team. The right tool appears to be tailor-made for your unique workflow (rather than trying to squeeze a square dowel into a round hole).

Feature lists don’t say in detail whether a tool is right for you. Instead, you should look for the option designed with your business size, sales plan, and business needs in mind.

So which sales management software is right for you? Here’s a quick look at some of the best options available today, and why they’re good (or bad) for your business.

What is sales management software?

Salespeople use sales management software to manage and record their daily activities and track their pipelines, contacts, quotas, etc.

It is also used by sales managers and executives to identify team trends, growth opportunities and revenue, as well as to manage rep onboarding, coaching and motivation.

Ready to find out which sales management software is right for you? Let’s explore the best options.

Best Sales Management Software Systems of 2022

Ultimately, if you use spreadsheets or, God forbid, pencil and paper to track your sales, you are missing out on vital information needed to position your sales team for success.

A good salesperson needs a good sales tracking platform that can analyze all of the key sales metrics and create actionable insights to increase efficiency.

1. Close

Best Feature: Seamless communication from all touchpoints, automatically recorded

Best for: SMBs, startups, and remote sales teams

We designed Close to be the ultimate sales management software tool for small and medium businesses that want to close more deals in less time. This means we’ve focused on creating a clean user interface that highlights the features your sales team uses every day to reach leads and close deals.

Close combines a powerful CRM with built-in calls, emails, and automation to accelerate and improve your sales team’s productivity, and sales rankings to motivate your team. It also includes powerful reporting features to keep you on track to achieve your sales KPIs, as well as live coaching features. If you are a high volume sales team focused on closing deals, Close is the tool for you.

2. Pipedrive

Best Feature: Simple interface that’s easy to learn

Best for: Very small teams.

Pipedrive tries to reduce the footprint and provide a simple sales experience. The software is built on a customizable pipeline that visually represents your leads as they move through your funnel.

For the knowledge, you’re limited to a built-in inbox on the cheapest rate plans, with a built-in caller only available on the Professional and Enterprise plans. However, Pipedrive integrates with a number of third-party applications to provide the functionality you need to manage your sales team.

3. Hubspot CRM

Price: Free CRM; CRM Suite (Marketing Hub, Sales Hub, Service Hub, CMS Hub, Operations Hub, free tools): $ 68 / month (Starter), $ 1,600 / month (Professional), $ 4,000 / month (Enterprise)

HubSpot’s all-in-one CRM platform is designed differently to help businesses grow, be it a small business or a business, grow better. CRM combines powerful tools including Sales Hub (which we will cover in more detail below), Marketing Hub, Service Hub, CMS Hub, and Operations Hub to serve as a single source of truth on everything related to your customers.

With platform-wide automation, reporting, integrations, and an easy-to-use user experience (UX), your team will have what it takes to focus on your customers and deliver an extraordinary experience.

4. Insightly

Insightly’s custom dashboards are a big part of what makes them attractive to marketers. These dashboards successfully break down the data you want to track and deliver it in a visual format, making it easy to draw actionable conclusions about the performance of the sales team.

Insightly also has a business intelligence feature that can help you create your own data visualizations.

Insightly Key Feature: Insightly offers powerful data tools to provide a complete picture of your customers, including personal data that can help you identify their needs and improve your sales conversion rate.

5. Agile CRM

Agile CRM closely tracks customer support metrics like closed tickets and average time to resolve issues, and you can configure the sales dashboard to show important metrics.

You can use this data to create a strategy that improves response times, increasing customer satisfaction and therefore retention. This can lead to additional sales opportunities and even new customers.

Key Agile CRM Functionality: Agile CRM’s contact management functionality brings all your contacts together in one place and all actionable data is updated in real time so you can see your position with all your prospects at all times.

6. Salesforce

Best Feature: Powerful integrated AI features

Best for: Enterprise sales teams

It’s impossible not to mention Salesforce in a roundup of cloud-based sales management software. As a major player in the space, Salesforce offers almost every feature you could want (at a price), from email calls to CRM, detailed reports, and sales forecasts.

Unfortunately, after years of adding features and plans, Salesforce’s offering has gotten incredibly complicated (and bloated). Pricing is complex, and there are hidden costs for some of the most basic features. Due to its complicated nature, it will likely take weeks with a dedicated consultant to get your team up and running.

7. Freshworks

Best Feature: Integrated live chat features

Best for: This type of sales team (medium, enterprise, etc.)

Freshworks is all about the tracks. Your main dashboard is designed to move people through your sales funnel and displays information like demographics, social profiles, touchpoints, ratings, and information about any conversations you’ve had with them. .

But this sales management tool is also more than a CRM. Freshworks CRM integrates calls and emails and even offers automation options that let you schedule emails, build models, and track your leads. Plus, it’s designed to integrate seamlessly with the entire Freshworks ecosystem, including success tools, marketing, customer service, support services, and more.

8.  Zoho

Zoho CRM offers advanced analytics to help you monitor the entire sales cycle, from lead generation to deal closing.

You can create custom dashboards with all kinds of widgets to produce target charts, funnels, and counters.

This software combines CRM data and creates detailed reports that show a variety of trends that can help you increase the efficiency of your sales team. And you can share and export these dashboards with the team or anyone else who needs to know.

Key feature of Zoho CRM: Zoho CRM automates your workflow, so every time an action is taken on a lead, you don’t have to enter and type information; it’s done, leaving you more time for more business calls.


These are all great solutions for keeping track of key sales metrics, but that doesn’t mean they’re right for your business. Some do a great job of tracking analytics, but they are much more detailed than necessary and cost too much to make sense for your business.

You may also need these detailed reports and are willing to pay for them, so a simple and inexpensive option is not for you.

What is a sales management system?

A sales management system is a platform that helps the sales team reach its goals. Sales managers can use this platform to track data, reduce admin tasks, and assign leads. Customer information can be stored on the platform, which helps streamline sales and marketing collaboration.

What software do sales use?

CRM software

For most companies, a CRM is the first and usually the most extensive investment they make in terms of sales technology. CRM adoption alone has grown 113 percent since 2016, with 65 percent of sales professionals reporting that they use CRM applications in 2020, according to LinkedIn’s State of Sales 2020.

What is sales management example?

Sales management involves the direction and control of salesmen, sales planning, budgeting, policymaking, coordination of marketing research, advertisement, sales promotion and merchandising, and the integration in the marketing program of all business activities that contribute to the increased sales and profits.

Categorized in: