Sales management software helps sales managers direct team efforts by tracking metrics, guiding activities, and monitoring performance. We evaluated dozens of options and narrowed it down to the top six. We evaluated them using key criteria such as activity tracking, monitoring, lead scoring and assignment, affordability, and ease of use to identify the best options.
Top 6 Sales Management Software Options for 2020
Sales Management Software | Best For |
|---|---|
(Best overall) Organizations with territory-based teams needing call recording and lead prioritization tools | |
Managers looking for highly visual sales management software with dynamic reporting features | |
Professionals responsible for assigning leads and generating new business | |
Team leaders who want to manage sales, marketing, orders, and support in one system | |
Businesses wanting to utilize a highly automated sales process | |
Telesales managers looking for a tool with built-in VoIP features |
How We Evaluated Sales Management Software Options
Sales management tools allow you to track sales activity metrics, help you guide and influence sales activities, and allow you to monitor sales performance. When considering sales software options for small businesses, we looked for sales management tools within customer relationship management (CRM) software that were easy to use, affordable, made teams more productive, and allowed sales managers to effectively manage their team. The criteria we used to identify the top six sales management software options include:
- Affordability
- Lead scoring and assignment tools
- Sales activity monitoring
- Goal and activity management and tracking
- Roles and permissions
- Forecasting
- Metrics and reporting tools
- Ease of use
- Automation tools
- Territory management
Based on these criteria, we determined Freshworks CRM to be the overall best small business software for sales management for its robust, built-in tools that help sales managers optimize and assign leads as well as monitor and evaluate sales calls at an affordable price.
Freshworks CRM: Best Overall Sales Management Software
Freshworks CRM is the best overall CRM and sales management software because it allows sales managers to prioritize and assign the best leads and monitor and evaluate sales calls with its call recording features. It also has a mobile app, a built-in phone system, and the ability to support territory-based selling, making it a good choice for sales managers with territory-based teams.
Freshworks CRM Pros | Freshworks CRM Cons |
|---|---|
Built-in phone system | Lacks project management tools |
24-hour email, chat, and phone support included in all plans, five days a week | Report dashboard is only included in the most expensive plan |
Free mobile app | No API integrations in the free plan |
Freshworks CRM Pricing
- Sprout plan: Supports unlimited users
- Blossom plan: $12 per user, per month, billed annually
- Garden plan: $25 per user, per month, billed annually
- Estate plan: $49 per user, per month, billed annually
- Offers a 30-day free trial
Freshworks CRM Features
- Built-in phone system with call recording included in all paid plans
- Advanced lead scoring on all paid plans
- Roles, permissions, and mobile app on all plans
- Unlimited number of users and contacts on all plans
- Territory management and lead assignment on Garden and Estate Plans
Territory management using Freshworks CRM
Pipeliner: Best Software for Highly Visual Sales Management
Pipeliner is the best sales management software for sales managers looking for a highly visual, drag-and-drop sales management tool with dynamic reporting features. It offers an easy-to-read, comprehensive dashboard that keeps critical information such as actual sales vs sales targets and problem areas with suggested solutions in one central location. Therefore, it’s best for sales managers who prefer highly visual reporting.
Pipeliner Pros | Pipeliner Cons |
|---|---|
Advanced reporting tools | No free plan |
Custom pipeline stages in all plans | Lacks a built-in phone system |
Mobile app with built-in AI | No lead scoring or lead assignment |
Pipeliner Pricing
- Starter plan: $25 per user, per month, billed annually
- Business plan: $65 per user, per month, billed annually
- Enterprise plan: $85 per user, per month, billed annually
- Offers a 14-day free trial
Pipeliner Features
- Standard reports in all plans
- Email integration in all plans
- Workflow automation in all plans
- Custom roles and permissions in Business and Enterprise plans
Pipeliner reporting interface
Insightly: Best Sales Management Software With Project Management
Insightly is a CRM with both sales and project management capabilities. It also includes sales management features such a built-in business card scanner, email templates, web-to-lead forms, and automated lead assignment rules. Its project management features make it unique and best for sales teams that want to build long-term relationships beyond the initial sales cycle.
Insightly Pros | Insightly Cons |
|---|---|
Easy-to-use interface | No call integration |
Bulk emails on all plans | Free plan only supports two users |
Business card scanner on mobile app | Lead assignment and role-based permissions only available on the most expensive plan |
Insightly Pricing
- Free plan: Up to two users
- Plus plan: $29 per user, per month, billed annually
- Professional plan: $49 per user, per month, billed annually
- Enterprise plan: $99 per user, per month, billed annually
Insightly Features
- Offers customizable reports
- Drag-and-drop task management
- Ability to create teams and send bulk emails in all plans
- Mobile app with a business card scanner
- Can sync with a separate product, Insightly Voice, for a calling system at an extra cost
Insightly task management dashboard
Zoho: Best Software for Managing Sales, Marketing & Orders
Zoho is a sales management tool that gives businesses the ability to manage their sales pipeline as well as marketing, purchasing, and invoices. It also offers artificial intelligence (AI)-powered sales signals that can help businesses direct their sales efforts to their most engaged prospects. It combines sales, marketing, and order management in one tool, making it a good option for sales managers responsible for sales activities, social selling, and managing orders.
Zoho Pros | Zoho Cons |
|---|---|
AI sales signals | No marketing campaigns on the free plan |
Social selling tools | Free plan only supports three users |
Affordable pricing tiers | No built-in phone system, but can be added with an integration |
Zoho Pricing
- Free: Up to three users
- Standard plan: $12 per user, per month, billed annually
- Professional plan: $20 per user, per month, billed annually
- Enterprise plan: $35 per user, per month, billed annually
- Ultimate plan: $45 per user, per month, billed annually
- Offers a 30-day free trial
Zoho Features
- Free plan includes workflow rules, standard reports, and email templates
- All paid plans include social media integration
- Paid plans include sales forecasting and social media lead capture
- Paid plans include order management and marketing campaigns
Zoho sales dashboard
amoCRM: Best Sales Management Software for Automated Sales Processes
amoCRM is sales management software that includes advanced sales automation tools such as the ability to automatically focus incorporated social media ads on specific prospects and send resulting leads directly to specific sales reps once they’ve reached a certain stage in the pipeline. It’s an excellent option for sales teams that have created a sales strategy and want it implemented in their CRM using automation.
amoCRM Pros | amoCRM Cons |
|---|---|
Automatically sends qualified leads to sales reps | No free plan |
Custom pipeline stages | Limited amount of contacts on all plans |
Business card scanner on mobile app | Lead scoring only available on the most expensive plan |
amoCRM Pricing
- Base plan: $15 per user, per month, billed annually
- Advanced plan: $25 per user, per month, billed annually
- Enterprise plan: $45 per user, per month, billed annually
- Offers a 14-day free trial
amoCRM Features
- Offers 24/7 live support
- All plans have user groups and permissions
- Advanced and Enterprise plans have a VoIP integration
- Advanced and Enterprise plans offer sales forecasting and dashboard customization
Visit amoCRM’s website to sign up for a 14-day free trial.
Salesmate CRM: Best Sales Management Software With Built-in VoIP
Salesmate CRM is sales management software with a built-in VoIP designed for telesales. It offers text message tracking as well as phone call tracking. It also includes two-way email integration and workflow automation. This makes it a great choice for sales managers who depend on calling and texting as part of their outreach strategy.
Salesmate Pros | Salesmate Cons |
|---|---|
Text message and phone call tracking | No free plan |
Custom sales activities | Does not offer lead scoring |
Email templates and automation | Lead scoring only available on the most expensive plan |
Salesmate CRM Pricing
- Starter plan: $12 per user, per month, billed annually
- Growth plan: $24 per user, per month, billed annually
- Offers a 15-day free trial
Salesmate CRM Features
- Built-in VoIP phone and text messaging
- Integrated email
- Sales activity tracking and reporting
- Workflow automation
Salesmate built-in calling feature
To learn more about how Salesmate CRM’s phone and text messaging capabilities can benefit your business, sign up today for a 15-day free trial.
Bottom Line
The best sales management software is easy to use, affordable, and has the tools you need to manage your sales team’s selling activities. Whether you are looking for a sales management tool with an integrated phone system that has call recording features, one that offers the ability to establish and grow long-term relationships, or one that allows you to plan and divide your team into territories, one of these six solutions will meet your needs.
Effectively managing your sales team and their selling activities is much easier and more productive with sales management software. For example, Freshworks CRM helps sales managers monitor sales activities, track results, and prioritize sales activities. Try out Freshworks CRM sales management software by signing up for a free trial.
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