Whether you’re working on 10 deals at once or starting a business, sales tracking software helps you stay on top of sales numbers. If you’re still using spreadsheets to manage customers, it may be time to modernize sales operations. We’ve identified a number of free versions and trials of sales tracking software that can help you get started without breaking your budget or forcing you to purchase a complete suite of software.
How it helps track sales: HubSpot is complete customer relationship management (CRM) offering contact and deal tracking.
Limits to free plan: 1 million contact records
HubSpot is great tool for staying on top of sales operations. This is because it automates manual processes to increase productivity and shift away from the administrative tasks involved with sales tracking. With HubSpot, you’ll be able to auto-generate revenue reports. It can also help you track sales metrics such as leads, opportunities, and contacts.
HubSpot CRM is free with no time limit. This free CRM includes contact and deal management, unlimited users, and up to 1 million contact records. Its built-in live chat, chatbot, and support ticketing are great features that capture sales and service requests. HubSpot CRM is best for companies that need a basic, free CRM with unlimited users and contacts.
How it helps track sales: Bitrix24 combines project management and CRM, allowing you to track activities related to new opportunities as well as what happens after the deal is closed.
Limits to free plan: Supports only 12 users
While Bitrix24 is a CRM, it can also be described as business collaboration software. This is because it serves as a unified platform for projects, messages, files, tasks, and contacts. One of their most notable features is their free lead tracking software. Companies can use Bitrix24 to support and track the sales cycle from lead to deal.
Bitrix24 also tracks varying sales activities, such as reporting, quotes, invoices, and telemarketing. Its dashboard displays all noteworthy performance metrics both for individuals and teams. Bitrix24 offers a free version as well as a free trial. The free version supports 12 users in the cloud, which is excellent for smaller companies familiarizing themselves with sales tracking software.
How it helps track sales: Streak gives you the ability to track the status of sales opportunities without spreadsheets or leaving Gmail.
Limits to free plan: The free version supports only a single user and limits you to 500 records.
Streak isn’t just another free CRM solution. This unique CRM lives entirely in your inbox. This can be helpful for those who do most of their work out of their inbox, which is becoming the case for more and more salespeople. While the majority of companies know they need a CRM, many don’t want to add yet another separate software or window to work out of.
Like other CRM solutions, Streak’s integrated sales management functionality allows you to track sales, partnerships, support, deal flow, and more. On top of sales tracking, Streak also offers project management, business development tools, and scheduled emails. Their most popular feature is one that allows users to see when recipients open their emails. Streak’s free plan makes it a fit for solo entrepreneurs and small businesses.
How it helps track sales: Trello tracks sales goals and activities on dashboards with reminders throughout the sales cycle.
Limits to free plan: Limited to 10 team boards, 10MB limit for attachments, no custom backgrounds or priority support
Trello is a task management system that offers Kanban boards to provide a visual view of the necessary stages and activities to complete or close a sale. It can be used as a sales goal tracker in instances where the sales cycle is long and has many sales activities and interim sales goals that must be completed before a sale is made.
Trello is great for tracking sales activities with individual and team plans, tasks, and to-do lists. It also gives sales managers the ability to assign tasks to team members and track their progress, add descriptions and attachments, due dates, and reminders.
LinkedIn Sales Navigator
How it helps track sales: In addition to providing insights such as who the decision-makers are at your target accounts, LinkedIn Sales Navigator can also be used to keep track of who is engaging with your sales pitches.
Limits to free plan: Unlike the other tools featured in this list, LinkedIn’s Sales Navigator is only free for 30 days; however, this free trial is worth mentioning due to the value it can provide.
Sales Navigator is LinkedIn’s sales tool and provides a rich search feature that allows users to source individuals within an organization. LinkedIn has 260 million monthly active users, so the ability to get in front of decision-makers and champions using this social selling platform is unrivaled.
I can personally attest that as a solopreneur, using the free trial Sales Navigator for 30 days can produce significant sales results. Small-to-medium-sized businesses will probably want to purchase a few months of Sales Navigator. Still, don’t overlook the value of the free trial. I went into the 30-day trial with a game plan of using it to the maximum capacity and wound up securing three stable clients that resulted in about 70% of my monthly revenue.
How it helps track sales: Unlike the other tools mentioned in this list, which can help you track deals in the pipeline or related sales activities, SalesRabbit helps you track your sales opportunities in the real world using maps that can help you make the most of your time in the field.
Limits to free plan: The Lite version of the SalesRabbit app is free to download with no time limits on its use, but offers less functionality than what can be found in its paid plans.
SalesRabbit is an all-in-one field sales enablement tool. They offer free sales tracking software on iOS and Android devices. This app is valuable for reps on the road who need to create a visual map of their leads and set up appointments. It can even help you with planning a faster route to your destination. Once installed, open it and click the “Register for Lite” option.
The lead management tool allows salespeople to filter leads by status and prioritize them based on importance, availability, and opportunity. To access SalesRabbit for free, download the app on the App Store or Google Play.
Free sales tracking software can offer the productivity of paid tools without blowing your budget. While you’ll most likely purchase software at some point to grow your business, free versions are a great way to test the waters. Many software companies understand the value of offering the same functionality for free as their premium subscriptions. Luckily, the free software tools of today are powerful enough to meet your long-term business needs.