The best sales management software is the one that fits your organization’s needs and budget.

It’s important to note that sales management software is different than CRM software.

A CRM is used to manage customer relationships, while sales management software is used to manage the process of selling products and services.

What Is The Best Sales Management Software?

There are many types of sales management software, but they all share the same basic functions. These include:


This function allows you to track invoices and payments, so you can see how much money each customer owes you and when they’re due for payment. Sales forecasting.

It’s important for businesses to know how much revenue they can expect from a given month or quarter before it happens.

This allows them to plan ahead for staffing needs and budget purposes.

Sales Reporting

Sales reports let you see how well your team performed during a specific period of time (such as a month or quarter).

This information lets you evaluate their performance and determine who should receive bonuses or other types of recognition.

1. is a cloud-based project management and collaboration platform that helps teams to manage projects, collaborate and communicate with their clients. It allows users to create projects, add tasks and assign them to team members, monitor progress and view reports. was founded in 2013 by a team of developers who wanted to create a software that would make it easier for them to manage their own projects. They decided to create an online tool that would be simple enough for anyone to use, yet powerful enough for businesses and organizations.

In 2014 they released the first version of the product, called Workflow, which focused on project management features such as task creation and time tracking. By 2015 more than 25 companies had signed up as beta testers of Workflow, including Mozilla and Foursquare.

The company also launched its first mobile app for iPhone in 2015 as well as a Google Chrome extension for Gmail users called Monday Mailbox which allowed them to send emails from within Gmail directly into Monday’s system so they could track their workflows more easily

Best for Sales and Project Management

All the project management tools reviewed above are great for sales professionals. However, if you’re looking for a tool that is specifically designed to help you manage sales, there are a couple of options.

The two most popular choices are HubSpot and Pipedrive.

Pipedrive is a CRM that integrates with Google Drive and Dropbox to allow users to sync data between the two platforms. The app also helps sales reps keep track of leads, contacts, opportunities, deals and accounts.

The app comes with templates that can help you create proposals and send emails based on your company’s unique requirements. The app also has an integrated calendar that makes it easy to schedule meetings with prospective clients from within the app itself.

Features is an online meeting and scheduling software for companies of all sizes that combines the best features of Google Calendar, Microsoft Outlook and Skype. was built to help businesses be more productive, collaborate more effectively and save time by eliminating the need to use multiple tools to manage their schedules. Features:

Calendar with Meeting Invitation Links

Virtual Meeting Rooms

Team Chat

Email Integration

Meetings Scheduling

Online Documents Sharing

Content Management System (CMS)

Pricing offers three different pricing plans, the Basic, Professional and Enterprise plans. All have the same core features, but differ in terms of the number of users and other benefits.

Basic Plan: $29/month

Professional Plan: $49/month

Enterprise Plan: Contact Sales

2. Pipedrive

 Pipedrive is a CRM that helps you to manage your sales pipeline, contacts and leads. Pipeline management is important for any company that wants to grow. It helps you see where all your opportunities are, who’s working on them and what stage they are at in the sales process.

With Pipedrive, you can:

– See your pipeline at a glance and easily filter it by status, industry or region;

– Track your time online with reports and insights on how you spend it;

– Keep track of your deals with Dealspotr integrations;

– Collaborate with colleagues via comments on activities and notes in each opportunity;

– Send emails to your contacts and prospects directly from Pipedrive;

Best for Ease-of-Use and Simplicity

 The best vape pen for beginners is one that’s easy to use and simple. It should have a great battery life, be easy to fill and clean, and have a high-quality build that will last. Our pick for the best vape pen for beginners is the KandyPens K-Vape Micro-Dx. This device has an ergonomic design with a magnetic mouthpiece that makes it very easy to use.

Plus, it comes with two atomizers: one ceramic coil-free one and one ceramic coil-based one. The KandyPens K-Vape Micro-Dx is available in four colors: black, red, blue and green. It has a large LED display screen that shows you the current temperature setting as well as your battery level.

The battery can last up to 600 puffs per charge — which is excellent for such a small device! Another feature we like about this vape pen is its built-in tank so you don’t need to worry about buying any extra parts or accessories when you buy this kit from KandyPens’ website (although there are some available if you want them).


 The key features of Pipedrive include:

  1. Support for multiple currencies, including automatic conversion.
  2. Manage team members and their tasks in one place.
  3. Manage sales leads and track them through the funnel to close deals.
  4. Integrate with other tools like Gmail, Google Calendar, Salesforce, Slack and more (more than 100+ integrations).


Pipedrive has three plans: Starter, Pro and Enterprise. The Enterprise plan is only available to businesses with more than $100,000 in annual revenue.

Starter Plan: $29 per user per month (billed annually)

Pro Plan: $49 per user per month (billed annually)

Enterprise Plan: Contact for pricing

3. Salesmate

 Salesmate is a sales agent, who can be your personal assistant and run some of your business operations. Salesmate is an AI-powered sales agent that can do simple tasks for you.

You can add Salesmate to your email signature, website or social media profile and let it monitor your emails, social media and other online activity. Salesmate will then categorize the emails and messages into different buckets based on what they are about, then use its machine learning algorithms to determine whether the message is important or not.

If there are any leads from potential customers, Salesmate will notify you so that you can respond quickly.

The goal of Salesmate is to save you time by doing simple tasks that don’t require human intervention. For example, if someone sends you an email asking for a quote on something, then Salesmate will automatically create a quote for them and send it back to them within seconds.

If someone wants to purchase something from your store but has some questions before making a decision, then Salesmate will send them a list of questions along with answers so that they can review them before making their final decision.

Best for Tracking The Customer Lifecycle

 With the rise of digital marketing, there are many tools for tracking customer journey. But which one is best?

The answer depends on what you’re trying to achieve and the nature of your business. If you’re a small business owner using email or social media, or even an enterprise-level company with a comprehensive marketing team, there are tools out there that will help you track your customer lifecycle.

Here are three best options:

HubSpot: This all-in-one software provides a robust suite of tools to help you track every aspect of your customer lifecycle. It helps you build relationships with customers, optimize lead generation and conversion, automate sales processes and measure your results so you can continually improve performance.

The downside is that it is expensive and requires some technical know-how to implement effectively. Google Analytics: If you already use Google Analytics for website traffic tracking then this tool will help track customer activity across channels outside of your website (such as email) which can be integrated with Google Analytics accounts.

The downside is that it doesn’t provide any other features like lead scoring or automation so it’s not as comprehensive as HubSpot or Salesforce Marketing Cloud below


Salesmate is a powerful sales CRM for small businesses, with features that help you maximize your lead generation and close more deals.

Lead Management:

Generate sales leads with our powerful lead capture tool, which allows you to capture emails and phone numbers of potential customers.

Customer Management:

Keep track of customer information such as name, address, phone number, email address, etc., so that you can easily reach them when needed.

Inventory Tracking:

Keep track of the inventory of your products by adding them to this CRM system. You can also update the quantity in stock for each product.


 Salesmate Pricing is a simple and powerful sales price optimization solution based on deep learning technology. It can help salespeople to improve their selling efficiency and win more deals.

Salesmate Pricing integrates with your CRM system to collect data from every deal. The algorithm learns from this data and provides accurate recommendations for the next deal.

Salesmate Pricing is a powerful tool for increasing revenue by providing personalized pricing suggestions for each customer, based on the data in their historical sales records and other information about them.

By using Salesmate Pricing, you can:

Increase your average deal size by 10-20%.

Close more deals by offering the right price at the right time.

Win more deals by giving customers good value for their money.

4. Keap

 Keap is on a mission to make the world happier. The company’s app creates a private social network that allows users to share their emotions and feelings in a safe environment.

The idea behind Keap came from the founder’s experience with depression. When he was suffering from depression, he felt alone and isolated from his friends and family.

He was scared to tell anyone about his mental health issues because he didn’t want them to think he was crazy or unstable.

The Keap app allows users to talk about their problems without fear of judgment or ridicule from their peers. Users can also offer support and advice to others who are struggling with similar issues.

Best for Advanced Sales Management

 It’s no secret that sales is the top driver of revenue for any business. And in today’s digital economy, sales teams are being asked to do more than ever before.

Sales reps need to be able to connect with customers on their terms and drive results in a very short time frame. Salesforce Sales Cloud helps you close more deals by giving you real-time visibility into your pipeline, automating recurring tasks and managing customer interactions across all channels.

With Sales Cloud, you can take advantage of best-in-class tools for sales acceleration, including:

Sales forecasting and quota management

Account scoring and lead scoring

Pipeline management and territory management


 Keap is a feature-rich, highly customizable and easy to use WordPress Child Theme. It comes with a lot of powerful features that are not available in other themes.

Keap Features:

– Drag and drop page builder

– Unlimited possibilities with page builder

– One click demo import

– Easy to use shortcodes generator

– Responsive design – looks great on all devices, including phones and tablets!


Keap is free to use and there are no limits on usage. The only thing that you need to do is pay for the products you sell on Keap.

There are two ways in which products can be sold on Keap:

Sell your own products

Sell other people’s products

Selling Your Own Products

When you sell your own products, you have complete control over what happens to the product once it leaves your warehouse. You have full access to the product data and can manage it yourself, in the same way that you would with any other ecommerce platform.

You also have full control over the price of your product, although if you decide to change this after launch then a new listing will be created for each variation of price or color etc.

5. Zoho CRM

 Zoho CRM is a customer relationship management software that helps businesses manage their sales, marketing, and support activities. The software includes tools such as contact management, opportunity tracking, sales pipeline management, lead generation, lead scoring and email marketing.

Zoho CRM is mostly used by small- to medium-sized businesses but can also be used by large enterprises. The platform includes features such as email tracking, customizable dashboards and mobile apps that allow users to access the system from anywhere in the world.

Zoho CRM was founded by Sridhar Vembu in 2003. Zoho’s headquarters are in Chennai, India with offices in San Francisco and Singapore. In addition to its flagship product, Zoho has developed several other cloud-based business applications including Invoice2go (online invoice maker), Classroom (educational collaboration), Office 365 (Microsoft Office compatibility) and more

Best for Sales Performance Management

 Salesforce is the best sales performance management platform because it’s packed with features, easy to use, and affordable. It’s also a top choice for businesses that want to collaborate with partners or customers.

Best for Sales Performance Management

Salesforce is best for sales performance management because it’s packed with features, easy to use and affordable. It’s also a top choice for businesses that want to collaborate with partners or customers.

Best for Sales Performance Management and Customer Support

Salesforce is best for sales performance management and customer support because it brings together all your customer data in one place so you can deliver better service. Best for Sales Performance Management and Marketing Automation Functions The HubSpot Sales app allows companies to manage their sales processes, provide customer support and marketing automation functions all from one location


 Zoho CRM features help you with sales, customer relations, account management and marketing. You can use it as an integrated cloud-based application that allows you to manage multiple channels in one place.

Zoho CRM Features:

Sales, Marketing and Service Management

Customer Relations Management

Account Management and Sales

Marketing Automation and Lead Generation

Comprehensive Reporting and Analytics


 Zoho CRM Pricing

Zoho CRM pricing starts at $20 per user, per month. For small businesses and startup companies, this is an affordable solution for managing customer relationships.

It includes everything you need to get started — from sales and marketing automation to customer support solutions.

Zoho CRM pricing plans include:

Basic – $20 per user, per month

Standard – $45 per user, per month (includes some additional features)

Enterprise – Contact Zoho Sales

6. Salesforce

 Salesforce is a cloud computing company that offers a customer relationship management (CRM) platform, including a customer service and marketing automation tool. Salesforce’s pricing model is based on a subscription system, which allows customers to pay for the amount of time their employees use the software.

The company was founded in 1999 by Parker Harris and Frank Dominguez and is currently headquartered in San Francisco, California.


The idea for Salesforce was born when Marc Benioff and Parker Harris left Oracle together in 1999 to create as an Internet-based CRM system.

Their original idea was to create a Web platform that would help companies manage their customer relationships online. The two were not able to persuade Oracle CEO Larry Ellison to invest in their idea, but they did find some early backers who gave them $3 million in seed money to get started.

Best for Complete Sales Management

 Salesforce is the world’s #1 CRM software and the best for complete sales management. It’s packed with features to help you manage every aspect of your sales process, from lead generation to customer service.

Salesforce is so easy to use that it takes just 20 minutes to set up and start using. You can even connect it with Google Analytics to track customer behavior.

It comes in three versions: Sales Cloud, Service Cloud and Marketing Cloud. The Sales Cloud helps you track leads, manage accounts and close deals more effectively.

The Service Cloud helps you provide great customer service, while the Marketing Cloud helps you promote your product or service and get more customers through social media.


Salesforce is a complete cloud-based customer relationship management (CRM) platform that provides sales, service, marketing, and analytics capabilities. It’s been the world’s fastest-growing enterprise software company for nine consecutive years.

By using Salesforce, companies can lower their costs and increase their revenue by streamlining processes, increasing efficiency, and enabling faster decision making. With Salesforce, companies can also better engage with customers through social media and mobile devices.

Salesforce Features:

Salesforce offers many features that help companies manage their business processes more efficiently. A few of these features include:

Customer Relationship Management: The heart of Salesforce is its CRM capabilities. These features allow companies to track leads and customers across multiple channels — including social media — so they can identify new opportunities and deliver personalized experiences across every channel they use to reach customers.

Marketing Cloud: This feature lets companies manage all aspects of their marketing efforts through one platform that includes email marketing, lead management and analytics tools as well as social media management capabilities. It also gives users access to content creation tools that let them create personalized emails, landing pages or websites based on specific customer data points like past purchases or interests expressed through social media channels


 Salesforce is a powerful and flexible CRM that runs on the cloud. It is available in many different packages, with prices starting at $25/user/month for a small company and going up to $200/user/month for large companies.

Salesforce pricing depends on two main factors: the size of your company and the level of customization you need. The first factor, company size, determines how many licenses you need to purchase from Salesforce.

The second factor, customization, determines how much customization work you should do yourself or hire someone else to do this work for you. Salesforce is an extremely customizable tool; however, it comes with some limitations as well.

These limitations may require some customization in order to get the most out of the platform and make it work best for your needs.

7. HubSpot

 HubSpot is a marketing automation platform that helps businesses grow by providing integrated solutions for inbound marketing, sales and customer service. The company’s products include HubSpot CRM, Marketing Hub, Website Optimizer, Social Inbox and more.

HubSpot was founded in 2006 by Brian Halligan and Dharmesh Shah. The two were alumni of the MIT Sloan School of Management and went on to found HubSpot after graduating from their MBA program.[2][3]

The company has been named a “Top Workplace” by the Boston Globe for three years straight.[4] In 2015, HubSpot received a $70 million Series D round of funding led by Sequoia Capital.[5]

Best for Full Stack Sales and Marketing

 The full stack sales and marketing organization is an emerging trend in the SaaS industry, and it’s one where marketers and salespeople are working more closely together. The full stack sales and marketing organization is a team that is responsible for driving revenue for your SaaS company.

It’s a great way to get the most out of your marketing dollars by making sure that all of your efforts are aligned with each other.

This team should be able to:

Provide insights into how your company can better market itself Help you understand how your product can be improved based on customer feedback Collaborate with other teams at your company (like engineering or finance) so that they understand what’s happening in Sales and Marketing


HubSpot is a marketing automation platform that offers a wide variety of tools and resources for small businesses.

HubSpot offers:

Inbound Marketing – HubSpot’s inbound marketing software allows you to create blogs and landing pages, manage social media accounts, generate leads, and track your marketing efforts.

Email Marketing – With HubSpot’s email marketing software, you can create personalized emails that are automatically sent to your subscribers on a scheduled basis. You can also track the results of your email campaigns to see which messages received the best response rates.

Website Creation – Create a website using HubSpot’s Website Builder tool, which includes templates for multiple types of websites including eCommerce stores, blogs and landing pages.


 HubSpot is a comprehensive platform for marketing and sales. It combines a CRM, marketing automation, social media management, analytics, and more into one easy-to-use tool.

HubSpot pricing is broken down into two tiers: Startup and Growth. There are also additional plans for Enterprise customers who want more than two users on the platform.

Startup Plan: $199 per month

This plan is perfect for small businesses that are just starting out and don’t have an established website or email list. The HubSpot Startup plan includes access to all of the core features of the software including HubSpot’s CRM and marketing automation features as well as unlimited contacts, leads, emails and forms.

Growth Plan: $349 per month

For small businesses with an established website and email list who are ready to grow their traffic and revenue this plan offers everything in the Startup plan with more advanced features like lead scoring, social media monitoring tools, customizable landing pages and more.

8. Nutshell

 Nutshell. is a web-based tool that makes it easy to create and share presentations without needing to install any software. You can use Nutshell to build presentations that run on any device, including mobile devices, using our iOS and Android apps.

Nutshell. presentations are built using powerful HTML5 and CSS3 technology, so they work across different browsers and devices with no additional plugins required. You can also embed video and audio directly into your slides, or add images from the web to give your presentation an extra visual punch

Best for Collaborative Sales Management

 The best sales management software helps you manage your team and keep them on track with goals, leads, and more. Salesforce is a great option for teams that sell in multiple geographies or use different sales processes across departments. It’s also a good choice if you need to collaborate with customers through different channels.

With Salesforce, you can customize the software to fit your needs. The downside is that it’s difficult and expensive to customize, so it might not be right for all businesses.

If you’re looking for something simple and affordable, HubSpot is a good option. It’s easy to use and includes tools like landing pages, email templates, and social media monitoring that can help drive sales leads.

If you want something more robust than HubSpot but don’t want the complexity of Salesforce, Zoho CRM might be worth checking out. It comes loaded with features like lead generation forms, contact management capabilities, and unlimited users and storage space.


 Nutshell is an easy-to-use, free service that allows you to create beautiful, informative and interactive infographics to share your data. Nutshell is a web-based application that makes it easy to create beautiful, informative and interactive infographics. It’s completely free and takes only a few minutes to get started.

Nutshell Features:

Easily create a professional-looking infographic in minutes with our drag and drop editor, or upload your own images and content.

Add interactive elements such as clickable text boxes, maps, charts and more.

Publish your infographic to the web, social media or email it directly to others.


Nutshell is a simple and powerful way to give customers an all-in-one view of your pricing, including discounts, taxes and shipping. Nutshell Pricing is available for Shopify Plus stores only.

Why Nutshell?

Let’s face it: pricing can be complicated. The last thing you want to do is make your customers work harder than they need to when they’re trying to figure out how much things cost. With Nutshell Pricing, you can give your customers an all-in-one view of all the costs involved with their purchase in one place.

This makes it easy for them to make informed decisions without having to hunt around for prices on different pages or wait for the cart total at checkout time. Here are some other benefits:

Keeps customers informed about how much things cost

Saves time for both you and your customers by eliminating the need for multiple pages or steps in order to get pricing information

Boosts conversions by making it easier for people to estimate how much they’ll pay before they buy

What is Sales Management Software?

 Nutshell Features:

– A quick and easy way to create a summary of a book

– Summarize any book in 1 sentence

– Add your own notes to any book

– Share your summaries with friends and family

What You Can Do With Nutshell:

– Summarize any book in 1 sentence

– Add your own notes to any book

– Share your summaries with friends and family

Best Sales Management Software – Wrap Up

If you’re looking for a solution that will help you achieve your sales goals, then this list is for you.

Here, we’ve compiled the best software to help improve your sales process and increase your revenue.

The best sales management software includes features that help you track leads, manage opportunities and close deals faster.

It also helps with CRM integration so that all of your customers are in one place where they can be marketed to more effectively.

The best sales management apps have features like:

  • Email marketing automation.
  • Lead scoring and qualification tools.
  • Sales force automation (SFA) and lead nurturing systems.