Key Takeaways
- Sales apps are indispensable tools for modern sales teams, offering efficiency and productivity enhancements.
- Key sales apps include Salesmate, HubSpot, Close, and UpLead among others.
- The benefits of using sales apps include increased productivity, improved data accuracy, enhanced customer relationship management, and mobile accessibility.
- A good sales app includes a user-friendly interface, customization options, integration with existing tools, robust security features, comprehensive analytics, and reliable customer support.
- Selecting the right sales app involves assessing team needs, considering compatibility and scalability, evaluating essential features, reading reviews, seeking recommendations, and trialing the app before committing.
As sales teams tackle quotas, customer relationships, and competition, cutting-edge sales apps emerge as game-changers.
Sales apps are essential tools, whether you’re the best sales rep out on the busy city streets closing deals on your mobile phone, or a sales manager in a meeting planning for the next quarter’s success. They help everyone in sales to do their job better.
The real challenge isn’t finding a sales app—it’s picking the best one to boost success.
Whether you’re a seasoned sales manager aiming to improve your team’s results or a field sales rep searching for an efficient way to handle day to day tasks, there’s a perfect app for everyone.
So, let’s explore the top sales apps for reps in 2024 and discover how these apps redefine the sales landscape, making teams more agile, informed, and ready to conquer the market.
- Why does your business need a sales app?
- Importance of sales apps for sales teams
- Best apps for sales reps to drive more conversions
- Best CRM and productivity apps for sales reps
- Best communication app for sales teams
- Best door-to-door sales apps
- Best mobile sales apps
- Best lead generation and management apps for sales reps
- Top sales engagement apps for sales reps
- Best travel / route planning apps for sales reps
- Best appointment-setting apps for reps
- Best note taking and recording apps for sales reps
- Best apps for sales tracking
- Best CRM and productivity apps for sales reps
- What are the benefits of using sales apps?
- What are the characteristics of a good sales apps?
- How to choose the right sales app for your team?
Why does your business need a sales app?
In today’s competitive business environment, leveraging technology to streamline operations and enhance efficiency is not just an option; it’s a necessity.
Certain sales apps emerge as fundamental tools for any business, irrespective of its size or industry.
These aren’t just about managing customer relationships or tracking sales activity; they are about transforming the entire sales process into a more streamlined, efficient, and productive operation.
Moreover, the sales app isn’t just another piece of technology; it’s the central hub that empowers your sales force, enabling them to exceed their targets and push your business to new heights.
Importance of sales apps for sales teams
Sales apps serve as invaluable assets for sales teams, offering many benefits that contribute to overall productivity, efficiency, and success.
Let’s delve deeper into the significance of sales apps, focusing on key aspects:
Centralized platform
Sales apps are centralized hubs that consolidate all relevant sales information, from customer details to product catalogs.
This centralization ensures that every sales team member has access to the same up-to-date data, eliminating the risk of misinformation and fostering consistency in communication and decision-making.
CRM integration
Integration with Customer Relationship Management (CRM) systems is a critical aspect of sales apps. By seamlessly syncing with CRM platforms, sales apps enable reps to manage customer interactions, track leads, and nurture relationships effortlessly.
This integration ensures no opportunity falls through the cracks and allows personalized engagement at every touchpoint.
Sales forecasting
Sales forecasting is the compass that guides a sales team’s trajectory. Sales apps with robust forecasting tools empower sales reps to make informed decisions about resource allocation, goal setting, and strategy formulation.
These apps provide invaluable insights into future sales performance by analyzing historical data and current trends. Thus, it enables teams to adapt and plan accordingly.
Performance analytics
Effective sales management hinges on data-driven insights. Sales apps with performance analytics tools offer comprehensive visibility into individual and team performance metrics.
From tracking key performance indicators (KPIs) to identifying top-performing reps and areas for improvement, these analytics empower sales managers to optimize strategies, allocate resources efficiently, and drive continuous improvement.
Team collaboration
Successful sales outcomes often hinge on effective collaboration and communication within the sales team. Sales apps facilitate seamless collaboration by offering features such as shared calendars, task assignments, and communication channels.
Whether working remotely or in-office, sales team members can collaborate in real time, share updates, and coordinate efforts to maximize productivity and achieve common goals.
Best apps for sales reps to drive more conversions
Explore our curated selection of the best sales apps designed to empower sales reps in driving conversions and achieving unparalleled success.
Best CRM and productivity apps for sales reps
Following are the top apps for sales reps designed to streamline sales workflows and boost efficiency on the go.
Salesmate
Salesmate is a comprehensive CRM and advanced sales automation platform designed to boost the productivity of sales reps and managers. It integrates seamlessly with marketing, sales, and customer support departments, making it a versatile tool for managing customer relationships and driving sales growth.
The platform’s advanced automation capabilities are a standout feature, enabling teams to focus more on sales and strategic initiatives by reducing the time spent on administrative tasks.
Salesmate’s user-friendly interface further enhances its appeal, offering an intuitive experience that simplifies the management of complex sales processes.
What sets Salesmate apart is its exceptional customizability. It is recognized as the most adaptable CRM software on the market, capable of being tailored to fit the entire sales process your business may have.
This flexibility ensures that Salesmate can meet the unique needs of your organization, providing a tailored solution that maximizes efficiency and effectiveness.
Best suited for: Medium & large-scale businesses
What we like: Salesmate excels with its user-friendly design and robust sales automation features. We are particularly impressed by its ability to facilitate personalized interactions with prospects and customers, which significantly boosts engagement and conversion rates.
Its unparalleled customizability also means that Salesmate can effortlessly adapt to any sales process, making it a top choice for businesses seeking a comprehensive and flexible CRM solution.
Salesmate features
- Lead scoring
- Contact management
- Auto profile enrichment
- List and Segments
- Email Campaigns
- Email and Text sequences
- Built-in calling and texting
- Power dialer
- Meeting scheduler
- Live chat and Chatbots
- Automation Journeys
- Custom module
- Product management
- Sales and marketing automation
- Shared team inbox
- WhatsApp and Facebook Messenger Integration
- Drag-and-drop email builder
- Layout builder
- Reporting and analytics
- Sales pipeline
Pricing
- Basic: $23 per user/month, billed annually
- Pro: $39 per user/month, billed annually
- Business: $63 per user/month, billed annually
- Enterprise: Connect with our sales team for enterprise pricing.
G2 ratings
Available on
Boost your sales efficiency with Salesmate!
Explore how Salesmate's CRM helps you streamline your sales process and focus more on closing deals.
Start your free trialHubSpot
HubSpot is a comprehensive CRM platform that offers a suite of tools designed to streamline sales, marketing, and customer service efforts.
Its user-friendly interface, customizable dashboards, and robust analytics make it a favorite among sales teams looking to drive growth and improve customer relationships.
Best suited for: Small to medium size businesses
What we like: User-friendly interface and seamless integration with marketing tools.
HubSpot features
- Sales automation
- Email tracking
- Deal management
- Reporting & analytics
- Payments
- Live chat
- Meeting scheduling
- Document tracking
- Sales forecasting
Pricing
For individuals and small teams:
- Free: $0/month/seat
- Starter: Starts at $15/month/seat billed annually
- Professional: Starts at $90/month/seat billed annually
For businesses and enterprise:
- Professional: Starts at $90/month/seat billed annually
- Enterprise: $1,50/month/seat
G2 ratings
Available on
Pipedrive
Pipedrive is a sales-focused CRM designed to help sales reps manage their pipelines and close deals efficiently. Its visual pipeline management interface allows sales agents to track deals at every stage of the sales process.
At the same time, its activity reminders and email tracking features help prioritize tasks and follow up with prospects.
Best suited for: Sales teams in need of a simple yet powerful CRM with customizable pipelines.
What we like: Intuitive interface and robust pipeline management features.
Pipedrive features
- Deal tracking
- Lead and contact management
- Email integration
- Sales reporting
- Workflow automation
Pricing
- Essential: US$ 9.90 Per user/month, billed annually
- Advanced: US$ 19.90 Per user/month, billed annually
- Professional: US$ 39.90 Per user/month, billed annually
- Power: US$ 49.90 Per user/month, billed annually
- Enterprise: US$ 59.90 Per user/month, billed annually
G2 ratings
Available on
ClickUp
ClickUp is a versatile productivity platform that offers task management, project tracking, and collaboration features. While not specifically a CRM, ClickUp can be customized to suit the needs of sales teams by creating sales-related tasks, setting deadlines, and assigning responsibilities.
Best suited for: Sales teams seeking a versatile sales tool for managing tasks, projects, and team collaboration.
What we like: Highly customizable with a wide range of integrations and collaboration features.
ClickUp features
- Task management
- Goal tracking
- Time tracking
- Document collaboration
- Workflow automation
Pricing
- Free: $0
- Unlimited: $7 per user/month, billed annually
- Business: $12 user/month, billed annually
- Enterprise: Contact sales
G2 ratings
Available on
Software Name | Feature | Pricing | G2 Ratings |
Salesmate | Lead scoring Contact management Auto profile enrichment List and Segments Email Campaigns Email and Text sequences Built-in calling and texting Power dialer Meeting scheduler Live chat and Chatbots Automation Journeys Custom module Product management Sales and marketing automation Shared team inbox WhatsApp and Facebook Messenger Integration Drag-and-drop email builder Layout builder Reporting and analytics Sales pipeline | Basic: $23 per user/month | 4.6/5 |
HubSpot | Sales automation Email tracking Deal management Reporting & analytics Payments, Live chat Meeting scheduling Lead management & prospecting Document tracking Sales forecasting | Free: $0/month | 4.4/5 |
Pipedrive | Deal tracking Contact management Email integration Sales reporting Workflow automation | Essential: US$ 9.90 | 4.2/5 |
ClickUp | Task management Goal tracking Time tracking Document collaboration Workflow automation | Free: $0 | 4.7/5 |
Best communication app for sales teams
Below are the top apps for salespeople that revolutionize team collaboration and streamline communication workflows.
Salesmate
Salesmate stands out as the premier communication tool for sales teams, offering a suite of features designed to cover multiple touchpoints and engagement with prospects and leads.
Its built-in calling and texting capabilities, along with SMS and email campaign functions, streamline outreach efforts, making it easier for sales reps to connect with their audience effectively.
Salesmate’s comprehensive communication toolkit is designed to facilitate seamless interactions, making it an indispensable asset for sales teams focused on building strong, lasting customer relationships.
Best suited for: Medium & large-scale businesses
What we like: Salesmate’s strength lies in its robust communication features, enabling personalized and efficient interactions with prospects and leads. Its comprehensive call management and meeting scheduler feature significantly enhance sales productivity, making it the ideal choice for teams aiming to boost engagement and streamline their sales process.
Salesmate features
- Power dialer
- Built-in calling & texting
- Live chat
- Chatbot
- SMS campaigns
- Email campaigns
- Virtual and toll-free phone numbers
- Call recording
- Call forwarding
- Call transfer
- Call routing
- Automatic call distribution
- Live chat
- Meeting scheduler
- Other CRM features
Pricing
- Basic: $23 per user/month, billed annually
- Pro: $39 per user/month, billed annually
- Business: $63 per user/month, billed annually
- Enterprise: Connect with our sales team for enterprise pricing.
G2 ratings
Available on
Streamline communication effortlessly!
Elevate your sales team's communication with Salesmate's integrated calling, text messaging, and shared team inbox features, ensuring seamless interactions directly within the CRM.
Start your free trialZoom
Zoom is a cloud-based video conferencing platform that facilitates virtual meetings, webinars, and collaboration among remote teams.
Best suited for: Sales teams conducting virtual meetings, demos, and presentations with clients and prospects.
What we like: High-quality video and audio, easy screen sharing.
Zoom features
- HD video conferencing
- Screen sharing
- Chat messaging
- Recording and playback
Pricing
- Basic: Free
- Pro: $149.90/year/user, billed annually
- Business: $219.90/year/user, billed annually
- Business Plus: Contact sales
- Enterprise: Contact sales
G2 Ratings
Available on
Slack
Slack is a messaging and collaboration platform that enables real-time communication, file sharing, and team collaboration.
Best suited for: Sales teams seeking a centralized platform for communication, project collaboration, and information sharing.
What we like: Organized channels and integrations with other tools.
Slack features
- Channels and direct messaging
- File sharing
- Searchable message archives
- Integrations with third-party apps
- Workflow automation
Pricing
- Pro: $7.25 per user/month, billed annually
- Business+: $12.50 per user/month, billed annually
- Enterprise Grid: Contact sales
G2 Ratings
Available on
Microsoft Teams
Microsoft Teams is a collaboration platform that combines chat, video conferencing, file storage, and app integration within the Microsoft 365 ecosystem.
Best suited for: Sales teams already using Microsoft 365 and seeking a unified communication and collaboration solution.
What we like: Seamless integration with Microsoft Office apps and channel organization.
Microsoft Teams features
- Chat messaging
- Video conferencing
- File sharing and collaboration
- Integration with Microsoft 365 apps
- Team and channel organization
Pricing
- Essentials: $4 user/month, billed annually
- Microsoft 365 Business Basic: $6.00 user/month, billed annually
- Microsoft 365 Business Standard: $12.50 user/month, billed annually
G2 Ratings
Available on
LinkedIn Sales Navigator
LinkedIn is a professional networking platform that enables sales professionals to connect with prospects, engage in industry discussions, and share content. Utilizing LinkedIn Sales Navigator for lead generation allows sales teams to streamline their prospecting efforts and discover high-quality leads.
Best suited for: Sales reps looking to build relationships, generate leads, and establish thought leadership in their industry.
What we like: Extensive professional network and targeted lead generation.
LinkedIn features
- Profile networking
- Lead generation and prospecting
- Content sharing and publishing
- Groups and communities
- Sales navigator for advanced features
Pricing
- Sales navigator core pricing starts at $60.32/month when billed annually.
G2 Ratings
Available on
Software Name | Feature | Pricing | G2 Ratings |
Salesmate | Power dialer Built-in calling Live chat Chatbot Text messaging Sales pipeline management Shared team inbox Automated sequences Call forwarding Call queueing Call recording Call transfer Pre-recorded voicemails Call logging Automatic call distribution Call notes Meeting scheduler Workflow automation Automation journeys | Basic: $23 per user/month | 4.6/5 |
Zoom | HD video conferencing Screen sharing Chat messaging Recording and playback | Basic: Free | 4.6/5 |
Slack | Channels and direct messaging File sharing Searchable message archives Integrations with third-party apps | Pro: $7.25 per user/month | 4.5/5 |
Microsoft Teams | Chat messaging Video conferencing File sharing and collaboration Integration with Microsoft 365 apps Team and channel organization | Essentials: $4 user/month | 4.3/5 |
LinkedIn Sales Navigator | Profile networking Lead generation and prospecting Content sharing and publishing Groups and communities LinkedIn sales navigator for advanced features | Core: $60.32/month | 4.3/5 |
Best door-to-door sales apps
Salesmate
Salesmate emerges as a leading door-to-door sales app by revolutionizing how field reps engage with prospects and manage their sales activities.
From comprehensive lead management tool to intuitive mapping functionalities, Salesmate equips reps with everything they need to streamline their workflow, maximize efficiency, and close more deals on the go.
Moreover, it facilitates seamless integration with Google Maps to enhance efficiency and effectiveness on the field.
Best suited for: Door-to-door sales teams
What we like: We admire Salesmate’s ability to empower field reps with real-time access to contact data directly from their mobile devices. Sales representatives can utilize the mobile app to keep track of field reps’ locations and receive real-time updates of their meetings.
Salesmate features
- Meeting scheduling
- Meeting reminders
- Built-in calling
- Text messaging
- Activity logging
- Contact management
- Business card scanner
- Auto call logging
- Notes and mentions
- Geolocation tracking
- 360-degree view of contacts and companies
- Schedule and send an SMS campaign
- Team inbox
- Email tracking
- Call transfer & recording
- Other CRM features
Pricing
- Basic: $23 per user/month, billed annually
- Pro: $39 per user/month, billed annually
- Business: $63 per user/month, billed annually
- Enterprise: Connect with our sales team for enterprise pricing.
G2 ratings
Available on
Transform your field sales!
Elevate your door-to-door sales game with Salesmate's mobile CRM. Manage leads, track activities, and close deals seamlessly from anywhere with our intuitive app.
Explore Mobile CRMSalesRabbit
SalesRabbit is a field sales and canvassing app designed to streamline door-to-door sales activities, optimize routes, track sales reps’ progress, and capture leads on the go.
Best suited for: Door-to-door sales teams seeking a comprehensive solution for lead generation, territory management, and performance tracking.
What we like: Advanced mapping features and lead management capabilities.
SalesRabbit features
- Territory management and route optimization
- Lead tracking and management
- Sales performance analytics
- Customizable surveys and forms
- Integration with CRM systems
Pricing
- Lite: $0 For a single user only
- Team: $29 per user/month, billed annually
- Pro: $39 per user/month, billed annually
- Enterprise: Contact sales team
G2 Ratings
Available on
Timeero
Timeero is a time-tracking and employee management app that helps door-to-door sales teams track their work hours, locations, and activities in real-time, ensuring accurate payroll and compliance.
Best suited for: Field sales reps and managers who need time tracking and location monitoring solution.
What we like: GPS tracking and geofencing capabilities.
Timeero features
- GPS-based time tracking
- Geofencing for location-based tracking
- Mobile timesheets and reporting
- Employee scheduling
- Payroll integration
Pricing
- Basic: $4/per user/month, billed monthly
- Pro: $8/per user/month, billed monthly
- Premium: $11/per user/month, billed monthly
- Enterprise: Contact sales
G2 Ratings
Available on
Sunbase
Sunbase is a door-to-door sales app that helps sales reps manage leads, track sales activities, and generate proposals and contracts directly from the field.
Best suited for: Solar energy sales teams conducting door-to-door sales and lead generation activities.
What we like: Proposal and contract generation, offline access.
Sunbase features
- Lead management and tracking
- Proposal and contract generation
- Offline access to data
- Customizable sales scripts
- Reporting and analytics
Pricing
- Contact Sunbase for pricing details.
G2 Ratings
- Not available
Available on
Software Name | Feature | Pricing | G2 Ratings |
Salesmate | Meeting scheduling Meeting reminders Built-in calling Text messaging Activity logging Contact management Business card scanner Auto call logging Notes and mentions Geolocation tracking 360-degree view of contacts and companies Schedule and send an SMS campaign Team inbox Email tracking Call transfer & recording Other CRM features | Basic: $23 per user/month | 4.6/5 |
SalesRabbit | Territory management and route optimization Lead tracking and management Sales performance analytics | SalesRabbit Lite: $0 For a single user only | 4.5/5 |
Timeero | GPS-based time tracking Geofencing for location-based tracking Mobile timesheets and reporting | Basic: $4/per user | 4.9/5 |
Sunbase | Lead management and tracking Proposal and contract generation Offline access to data | Contact Sunbase for pricing details | N/A |
Best mobile sales apps
Salesmate
Salesmate’s iOS and Android mobile apps make it the go-to choice for sales teams, offering unmatched flexibility and efficiency on the move.
With its intuitive mobile app, it ensures that sales professionals have all the tools they need right at their fingertips to manage leads, track activities, and close deals anytime, anywhere.
Whether in the office, on the road, or meeting with clients, Salesmate’s mobile app enables seamless access to crucial sales data and powerful features, facilitating productivity and success on the move.
Best suited for: Remote sales reps
What we like: We appreciate Salesmate’s commitment to enhancing the mobility of sales professionals. Its intuitive mobile interface and seamless access to critical sales data empower reps to make informed decisions quickly and maintain productivity outside the office.
Salesmate features
- Contact management
- Built-in calling & texting
- Meeting scheduler
- Automatic call logging and notes
- Call recording & transferring
- Call routing
- Activity tracking
- Activity logging
- Live chat
- Business Card Scanner
- Geolocation tracking
- Other CRM features
Pricing
- Basic: $23 per user/month, billed annually
- Pro: $39 per user/month, billed annually
- Business: $63 per user/month, billed annually
- Enterprise: Connect with our sales team for enterprise pricing.
G2 ratings
Available on
Salesforce Mobile
Salesforce Mobile sales app stands out as the premier choice for sales reps seeking top-notch mobile solutions. It empowers sales reps to manage leads, opportunities, and customer interactions on the go, ensuring productivity and efficiency from anywhere.
Best suited for: Sales reps and teams utilizing Salesforce CRM seeking seamless access to customer data and sales insights from their mobile device.
What We Like: Intuitive interface and robust functionality.
Salesforce Mobile features
- Access to customer data and records
- Opportunity tracking and management
- Task and event management
- Email integration
- Real-time analytics and dashboards
Pricing
- Platform starter: $25 per user/month, billed annually
- Platform plus: $100 per user/month, billed annually
G2 ratings
Available on
Dynamics 365 Sales
Dynamics 365 Sales offers a comprehensive suite of features to sales representatives seeking optimal mobile functionality. It enables sales reps to access customer data, track leads, and collaborate with team members, all within the Microsoft Dynamics 365 ecosystem.
Best suited for: Sales teams leveraging Microsoft Dynamics 365 seeking mobile access to sales data and tools for customer engagement.
What we like: Seamless integration with Microsoft 365 and AI-driven insights.
Dynamics 365 Sales features
- Lead and opportunity management
- Activity tracking and scheduling
- Collaboration with team members
- Sales forecasting
Pricing
- Dynamics 365 Sales Professional: $65 per user/month
- Dynamics 365 Sales Enterprise: $95 per user/month
- Dynamics 365 Sales Premium: $135 per user/month
G2 ratings
Available on
Software Name | Feature | Pricing | G2 Ratings |
Salesmate | Pipeline management Product management Text messaging Meeting scheduler Drag & drop email builder Automatic call logging and notes Call recording & transferring Call routing Performance tracking Team inbox Activity tracking Live chat Lead management Power dialer Sequences Built-in calling Workflow automation | Basic: $23 per user/month | 4.6/5 |
Salesforce Mobile | Access to customer data and records Opportunity tracking and management Task and event management Email integration Real-time analytics and dashboards | Platform starter: $25 per user/month | 4.2/5 |
Dynamics 365 Sales | Lead and opportunity management Activity tracking and scheduling Sales forecasting | Dynamics 365 Sales Professional: $65 per user/month | 3.8/5 |
Best lead generation and management apps for sales reps
Salesmate
Salesmate is powerful lead generation and management app for sales reps, offering features to streamline the entire lead lifecycle.
With Salesmate, sales professionals can efficiently capture, track, and convert leads into loyal customers. Its intuitive interface, comprehensive features, and seamless integration capabilities make it the go-to solution for maximizing lead generation and conversion.
Best suited for: Sales reps and lead generation teams.
What we like: We appreciate Salesmate’s seamless integration with lead generation features and advanced CRM functionalities, providing users with a holistic approach to manage leads effectively. Its automation capabilities and real-time insights empower sales reps to make informed decisions and drive conversions effectively.
Salesmate features
- 360-degree view of contacts and companies
- Sales pipeline management
- Campaign A/B testing
- Automated lead scoring
- Web forms
- Contact management
- Custom module
- Layout builder
- List and Segments
- Marketing & sales automation
- Email and Text sequences
- Drag-and-drop email builder
- Live chat
- Chatbots
- Drag and drop builder
- Meeting scheduler
- Built-in calling & texting
- Reporting & analytics
- Workflow automation
- Shared team inbox
- Other CRM features
Pricing
- Basic: $23 per user/month, billed annually
- Pro: $39 per user/month, billed annually
- Business: $63 per user/month, billed annually
- Enterprise: Connect with our sales team for enterprise pricing.
G2 ratings
Available on
Want to take your lead generation efforts to the next level?
Utilize Salesmate to effortlessly capture and convert leads, segment your sales prospects, automate follow-up actions, and efficiently manage lead data.
Explore lead generationLeadfeeder
Leadfeeder is a lead generation and analytics platform that helps sales reps identify website visitors and turn them into potential leads by providing insights into their browsing behavior and interests.
Best suited for: Sales reps and teams focusing on sales prospecting or inbound lead generation through website traffic analysis.
What we like: Easy integration with CRM systems and actionable lead insights.
Leadfeeder features
- Website visitor tracking
- Lead scoring and qualification
- Integration with CRM and marketing automation tools
- Reporting and analytics
Pricing
- Free: $0
- Paid: Starting at $107.45 per month, paid annually
G2 Ratings
Available on
- Web
Leadfuze
Leadfuze is a lead generation platform that helps sales reps find targeted leads and contact information using advanced search filters, enabling personalized outreach and engagement.
Best suited for: Sales reps and teams conducting outbound lead generation and prospecting through targeted list building.
What we like: Extensive database of verified leads and easy lead export.
Leadfuze features
- Lead search and filtering
- Contact information enrichment
- Email outreach and follow-up
- CRM integration
- Lead tracking and analytics
Pricing
- Scaling: Starting at $147/month, billed monthly
- Unlimited: Starting at $397/month, billed monthly
- Custom: Contact sales team
G2 Ratings
Available on
- Web
Keap
Keap is a powerful tool for lead generation and management, providing businesses with a robust platform to centralize contact data and cultivate strong relationships with prospects.
Its powerful automation tool simplifies lead generation, marketing, and sales processes, streamlining business operations and enhancing efficiency.
Best suited for: Small businesses and solo entrepreneurs looking for an all-in-one solution for lead management, email marketing, and customer engagement.
What we like: User-friendly interface and customizable automation workflows.
Keap features
- Lead capture and segmentation
- Automated email campaigns
- Task and appointment reminders
- Contact management and tagging
- Reporting and analytics
Pricing
- Pro: $159 /month, billed annually
- Max: $229 /month, billed annually
- Ultimate: $279 /month, billed annually
G2 Ratings
Available on
Zapier
Zapier is an automation tool that connects different apps and platforms, allowing sales reps to automate lead generation and management workflows without coding or technical skills.
Best suited for: Sales reps looking to streamline lead management processes by automating repetitive tasks and integrating various apps.
What we like: Extensive app integrations and easy automation setup.
Zapier features
- App integration and automation workflows
- Trigger-based actions and tasks
- Multi-step workflows
- Data synchronization between apps
- Customizable automation rules
Pricing
- Free: $0/month
- Starter: $19.99/month, billed annually
- Professional: $49/month, billed annually
- Team: $69/month, billed annually
- Company: Contact sales
G2 Ratings
Available on
- Web
Software Name | Feature | Pricing | G2 Ratings |
Salesmate | 360-degree view of contacts and companies Sales pipeline management Campaign A/B testing Automated lead scoring Web forms Contact management Custom module Layout builder List and Segments Marketing & sales automation Email and Text sequences Drag-and-drop email builder Live chat Chatbots Drag and drop builder Meeting scheduler Built-in calling & texting Reporting & analytics Workflow automation Shared team inbox Other CRM features | Basic: $23 per user/month | 4.6/5 |
Leadfeeder | Website visitor tracking Lead scoring and qualification Integration with CRM and marketing automation tools Reporting and analytics | Free: $0 | 4.3/5 |
Leadfuze | Lead search and filtering Contact information enrichment Email outreach and follow-up CRM integration Lead tracking and analytics | Scaling: Starting at $147/month | 4.6/5 |
Keap | Lead capture and segmentation Automated email campaigns Task and appointment reminders Contact management and tagging Reporting and analytics | Pro: $159 /month | 4.2/5 |
Zapier | App integration and automation workflows Trigger-based actions and tasks Multi-step workflows Data synchronization between apps Customizable automation rules | Free: $0/month | 4.5/5 |
Top sales engagement apps for sales reps
Salesmate
Salesmate is a sales engagement platform designed to streamline the sales process, manage multichannel communications, and elevate productivity for sales teams and reps alike.
With a robust suite of features, Salesmate empowers users to efficiently manage sales pipelines, automate tasks, and track lead interactions seamlessly.
Whether it’s personalized outreach, insightful analytics, or streamlined workflows, Salesmate offers everything needed to drive sales success.
Best suited for: Sales reps seeking to optimize their outreach efforts, personalize interactions with prospects, and track engagement metrics effectively.
What we like: Salesmate excels in providing sales reps with the tools they need to engage with prospects in a meaningful way. We appreciate its focus on personalization and automation, which enables sales reps to deliver tailored experiences and nurture relationships throughout the sales cycle.
Salesmate features
- Email and text campaigns
- Task automation
- Custom module
- Layout builder
- Pipeline management
- Live chat
- Built-in calling & texting
- Sales sequences
- Shared inbox
- Power dialer
- Lead scoring
- WhatsApp and Facebook Messenger Integration
- Journey based automation
- Drag-and-drop email builder
- Workflow automation
- Other CRM features
Pricing
- Basic: $23 per user/month, billed annually
- Pro: $39 per user/month, billed annually
- Business: $63 per user/month, billed annually
- Enterprise: Connect with our sales team for enterprise pricing.
G2 ratings
Available on
Elevate your sales game today!
Check out how Salesmate empowers your team to drive meaningful conversations and close more deals.
Explore sales engagement platformSalesloft
Salesloft is a sales engagement software that helps sales reps streamline their outreach efforts, personalize communication with prospects, and track engagement metrics to optimize performance.
Best suited for: Sales reps and teams conducting outbound prospecting and looking to scale their outreach efforts effectively.
What we like: Advanced email personalization, robust analytics.
Salesloft features
- Email sequencing and automation
- Cadence management
- Call and meeting scheduling
- Analytics and reporting
Pricing
- Contact Salesloft for pricing details.
G2 Ratings
Available on
Klenty
Klenty is a sales engagement tool that helps sales reps automate marketing campaigns, personalize communication, and track prospect engagement across multiple channels.
Best suited for: Sales reps and teams conducting outbound prospecting and looking to automate and scale their outreach efforts.
What we like: Easy-to-use interface and multi-channel outreach capabilities.
Klenty features
- Email automation and sequencing
- Personalization tokens
- Prospect tracking and engagement scoring
- CRM integration
- Analytics and reporting
Pricing
- Startup: $50 per user/month, billed annually
- Growth: $70 per user/month, billed annually
- Pro: $100 per user/month, billed annually
- Enterprise: Contact sales teams
G2 Ratings
Available on
- Web
Clearbit
Clearbit is a data enrichment and lead generation platform that helps sales reps enrich prospect data, identify ideal customer profiles, and personalize outreach for improved engagement.
Best suited for: Sales reps and teams looking to enhance their lead generation efforts with enriched prospect data and actionable insights.
What we like: Data accuracy and real-time enrichment.
Clearbit features
- Prospect data enrichment
- Company and contact insights
- Ideal customer profile identification
- CRM integration
Pricing
- Contact Clearbit for pricing details.
G2 Ratings
Available on
- Web
Yesware
Yesware is a sales engagement platform that helps sales reps track email opens, clicks, and replies, schedule emails for optimal delivery, and automate follow-up tasks to increase response rates.
Best suited for: Sales reps and teams looking to improve email engagement and track prospect interactions effectively.
What we like: Email tracking and analytics, email templates.
Yesware features
- Email tracking and analytics
- Email scheduling and templates
- Attachment tracking
- Meeting scheduler
- CRM integration
- Campaign management
Pricing
- Free Forever: $0 Seat/month
- Pro: $15 Seat/month, billed annually
- Premium: $35 Seat/month, billed annually
- Enterprise: $65 Seat/month, billed annually
G2 Ratings
Available on
- Web
Software Name | Feature | Pricing | G2 Ratings |
Salesmate | Email and text campaigns Task automation Custom module Layout builder Pipeline management Live chat Built-in calling & texting Sales sequences Shared inbox Power dialer Lead scoring Sales automation using sequences WhatsApp and Facebook Messenger Integration Journey based automation Drag-and-drop email builder Workflow automation Other CRM features | Basic: $23 per user/month | 4.6/5 |
Salesloft | Email sequencing and automation Cadence management Call and meeting scheduling Analytics and reporting | Contact Salesloft for pricing details | 4.5/5 |
Klenty | Email automation and sequencing Personalization tokens Prospect tracking and engagement scoring CRM integration Analytics and reporting | Startup: $50 per user/month | 4.6/5 |
Clearbit | Prospect data enrichment Company and contact insights Ideal customer profile identification CRM integration | Contact Clearbit for pricing details | 4.4/5 |
Yesware | Email tracking and analytics Email scheduling and templates Attachment tracking Meeting scheduler CRM integration Campaign management | Free Forever: $0 Seat/month | 4.4/5 |
Best travel / route planning apps for sales reps
Salesmate
Salesmate offers top-notch travel and route planning capabilities, making it the ideal choice for sales reps on the go. With Salesmate’s Google Maps integration, you can effortlessly plan routes for your sales team to visit potential customers or clients.
Additionally, its intuitive features and robust functionalities empowers reps to navigate through their sales territories seamlessly, saving time and maximizing productivity on the go.
Best suited for: Field sales teams
What we like: Salesmate’s integration with Google Maps provides sales reps with a user-friendly interface for planning and navigating their travel routes. We appreciate how this integration simplifies the travel planning process and allows reps to focus more on engaging with clients and closing deals.
Salesmate features
- Google Maps integration
- Built-in calling & texting
- Chat journeys
- Contact management
- Activity tracking
- Sales and marketing automation
- Product management
- Route optimization
- Geolocation tracking
- Appointment scheduling
- Power dialer
- Live chat
- Activity tracking
- Other CRM fetaures
Pricing
- Basic: $23 per user/month, billed annually
- Pro: $39 per user/month, billed annually
- Business: $63 per user/month, billed annually
- Enterprise: Connect with our sales team for enterprise pricing.
G2 ratings
Available on
Transform your sales travels
Seamlessly manage your travel itinerary, access client information on the go, and stay productive while you're on the move.
Explore Salesmate Travel CRMGoogle Maps
Google Maps is a widely used navigation app that provides detailed maps, real-time traffic updates, turn-by-turn directions, and local business information.
Best suited for: Sales reps who need reliable navigation and route planning for their sales visits, whether local or long-distance.
What we like: Accurate directions and real-time traffic updates.
Google Maps features
- Detailed maps and satellite imagery
- Turn-by-turn navigation
- Real-time traffic updates
- Local business information
- Offline maps
Pricing
- Free to use
G2 Ratings
Available on
TripIt
TripIt is a travel organization app that helps users plan and organize their trips by automatically creating itineraries from confirmation emails.
Best Suited For: Sales reps who travel frequently and need a centralized platform to manage their travel plans and itineraries.
What we like: Automatic itinerary creation and flight tracking.
TripIt features
- Automatic itinerary creation from confirmation emails
- Flight tracking and alerts
- Calendar integration
- Trip sharing
- Offline access to travel plans
Pricing
- Free plans are available with basic features, and pro plans start at $49 per year.
G2 Ratings
Available on
TripCase
TripCase is a travel management app that helps users organize and manage their trips by consolidating travel plans, reservations, and documents in one place.
Best suited for: Sales reps who need a comprehensive travel management solution to keep track of their itineraries, reservations, and trip details.
What we like: Easy itinerary sharing and real-time flight alerts.
TripCase features
- Trip organization and itinerary management
- Flight alerts and notifications
- Hotel and rental car reservations
- Offline access to travel documents
- Collaboration with travel companions
Pricing
- Free to use
G2 Ratings
Available on
Rome2Rio
Rome2Rio is a travel planning app that helps users find the best routes and modes of transportation for their trips by aggregating information from various travel providers.
Best suited for: Sales reps who need to plan multi-modal journeys and compare different transportation options for their sales trips.
What we like: Comprehensive route options and multi-modal journey planning.
Rome2Rio features
- Route planning and comparison
- Multi-modal journey options (e.g., flights, trains, buses, driving)
- Cost estimation
- Booking links to travel providers
- Offline access to route information
Pricing
- Free to use
G2 Ratings
- Not available
Available on
Software Name | Feature | Pricing | G2 Ratings |
Salesmate | Google Maps integration Built-in calling & texting Chat journeys Contact management Activity tracking Sales and marketing automation Product management Route optimization Geolocation tracking Appointment scheduling Power dialer Live chat Activity tracking Other CRM fetaures | Basic: $23 per user/month | 4.6/5 |
Google Maps | Detailed maps and satellite imagery Turn-by-turn navigation Real-time traffic updates Local business information Offline maps | Free to use | 4.6/5 |
TripIt | Automatic itinerary creation from confirmation emails Flight tracking and alerts Calendar integration Trip sharing Offline access to travel plans | Free plan available, premium plans start at $49 per year | 4.7/5 |
TripCase | Trip organization and itinerary management Flight alerts and notifications Hotel and rental car reservations Offline access to travel documents Collaboration with travel companions | Free to use | 4.5/5 |
Rome2Rio | Route planning and comparison Multi-modal journey options Cost estimation Booking links to travel providers Offline access to route information | Free to use | N/A |
Best appointment-setting apps for reps
Salesmate
Salesmate is a top-tier appointment and meeting scheduling software, designed to optimize time management and enhance customer engagement through seamless calendar integration, automated reminders, and customizable features.
It offers a streamlined, efficient scheduling solution for businesses and professionals, backed by insightful analytics.
Best suited for: Salesmate is best suited for sales reps and teams seeking a user-friendly and feature-rich solution for setting appointments and managing their sales activities.
What we like: Salesmate’s intuitive interface, seamless appointment scheduling, and integration with calendar apps.
Salesmate features
- Meeting scheduler
- Calendar integration
- Buil-in calling
- Sales sequences
- Text messaging
- Automated reminders
- Custom module
- Email automation
- Sales automation
- Drag-and-drop email builder
- Power dialer
- Activity tracking
- Other CRM features
Pricing
- Basic: $23 per user/month, billed annually
- Pro: $39 per user/month, billed annually
- Business: $63 per user/month, billed annually
- Enterprise: Connect with our sales team for enterprise pricing.
G2 ratings
Available on
Calendly
Calendly is an appointment scheduling software that allows reps to set their availability, share their calendar with prospects, and let them schedule meetings based on the rep’s availability.
Best suited for: Sales reps and professionals who need a simple and efficient way to schedule appointments and meetings with clients or prospects.
What we like: Easy-to-use interface and seamless integration with various calendar platforms.
Calendly features
- Customizable availability settings
- Automatic time zone detection
- Integration with calendar apps (Google Calendar, Outlook, etc.)
- Customizable meeting types and duration
- Reminder emails and notifications
Pricing
- Free: $0
- Standard: $10/seat/month, billed annually
- Teams: $16/seat/month, billed annually
- Enterprise: Starts at $15k/ year
G2 Ratings
Available on
Doodle
Doodle is a scheduling tool that helps reps find the best time for appointments or meetings by sending out polls to participants and allowing them to vote on their preferred time slots.
Best suited for: Sales reps and teams who need to schedule meetings with multiple participants and want to find a time that works for everyone.
What we like: Simplified scheduling process and polling feature.
Doodle features
- Create and send out scheduling polls
- Participants vote on preferred time slots
- Integration with calendar apps
- Automatic reminders
- Custom branding options
Pricing
- Free: $0
- Pro: $6.95 per user/month, billed annually
- Team: $8.95 per user/month, billed annually
- Enterprise: Contact sales team
G2 Ratings
Available on
Bookafy
Bookafy is an appointment scheduling and booking software that enables reps to set their availability, customize booking pages, and accept appointments from clients or prospects.
Best suited for: Sales reps and businesses that need a flexible and customizable appointment scheduling solution to manage client meetings and appointments.
What we like: Advanced customization options and appointment reminders.
Bookafy features
- Customizable booking pages and appointment types
- Integration with calendar apps
- Appointment reminders and notifications
- Group scheduling
- Detailed reporting and analytics
Pricing
- Free: $0
- Pro: $7per user/month, billed annually
- Pro+: $11per user/month, billed annually
G2 Ratings
Available on
Appointlet
Appointlet is an appointment scheduling tool designed to simplify the booking process for sales reps and professionals. It enables users to set their availability, create customizable booking pages, and manage appointments and meetings with clients or prospects effortlessly.
Best suited for: Appointlet is ideal for sales reps and professionals who require a user-friendly and customizable solution for scheduling appointments and managing their calendars efficiently.
What we like: Appointlet offers seamless integration with various calendar apps, ensuring users can easily sync their schedules and avoid double bookings.
Appointlet features
- Customizable booking pages and appointment types
- Integration with calendar apps (Google Calendar, Outlook, etc.)
- Automatic time zone detection
- Reminder emails and notifications
- Custom branding options
Pricing
- Free: $0
- Premium: $ 8 /member/month, billed annually
- Enterprise: Contact sales team
G2 Ratings
Available on
Software Name | Feature | Pricing | G2 Ratings |
Salesmate | Meeting scheduler Calendar integration Buil-in calling Sales sequences Text messaging Automated reminders Custom module Email automation Sales automation Drag-and-drop email builder Power dialer Activity tracking Other CRM features | Basic: $23 per user/month | 4.6/5 |
Calendly | Customizable availability settings Automatic time zone detection Integration with calendar apps Customizable meeting types and duration Reminder emails and notifications | Free: $0 | 4.7/5 |
Doodle | Create and send out scheduling polls Participants vote on preferred time slots Integration with calendar apps Automatic reminders Custom branding options | Free: $0 | 4.4/5 |
Bookafy | Customizable booking pages and appointment types Integration with calendar apps Appointment reminders and notifications Group scheduling Reporting and analytics | Free: $0 | 4.4/5 |
Appointlet | Customizable booking pages and appointment types Integration with calendar apps (Google Calendar, Outlook, etc.) Automatic time zone detection Reminder emails and notifications Custom branding options | Free: $0 | 4.4/5 |
Best note taking and recording apps for sales reps
Salesmate
Salesmate offers unparalleled functionality as the go-to note-taking and recording app for sales reps. With its user-friendly interface and comprehensive features, Salesmate simplifies the process of capturing important details and insights during sales interactions.
From recording calls and meetings to attaching documents and setting follow-up tasks, it ensures that valuable information is easily accessible and organized, empowering reps to stay on top of their game and deliver exceptional customer experiences.
Best suited for: Salesmate is ideal for sales reps and teams seeking an efficient solution for recording and managing notes related to sales calls, meetings, and customer interactions.
What we like: Salesmate’s intuitive interface, seamless note-taking during phone calls, and robust call recording capabilities.
Salesmate features
- Notes and mentions
- Call recording
- Call transfer
- Call routing
- Voicemail & Missed call management
- Pre-recorded voicemails
- Power dialer
- Built-in calling
- Call logging
- Automatic call distribution
- Activity tracking
- Other CRM features
Pricing
- Basic: $23 per user/month, billed annually
- Pro: $39 per user/month, billed annually
- Business: $63 per user/month, billed annually
- Enterprise: Connect with our sales team for enterprise pricing.
G2 ratings
Available on
Say goodbye to scattered notes and missed details!
With Salesmate, you can capture every important insight, conversation, and action item effortlessly during the sales call.
Explore built-in callingEvernote
Evernote is a comprehensive note-taking app that allows sales reps to capture ideas, organize notes, and manage projects efficiently across multiple devices.
Best suited for: Salespeople who need a versatile and feature-rich note-taking app to organize thoughts, meeting notes, and sales-related information.
What we like: Cross-platform synchronization and powerful search capabilities.
Evernote features
- Create and organize notes, notebooks, and tags
- Capture text, images, audio, and web clippings
- Sync notes across devices and access them offline
- Collaborate on notes and projects with team members
- Integration with other apps and services
Pricing
- Free: $0
- Personal: $4.03 per month, billed monthly
- Professional: $5.24 per month, billed monthly
- Teams: $7.04 per user/month, billed monthly
G2 Ratings
Available on
Notejoy
Notejoy is a collaborative note-taking app designed for teams, enabling sales reps to capture and share notes, ideas, and documents in real-time.
Best suited for: Sales teams seeking a simple yet powerful note-taking solution with seamless collaboration features for sharing insights and best practices.
What We Like: Real-time collaboration and intuitive interface.
Notejoy features
- Collaborate in real-time with team members
- Comment on notes and give feedback
- Integration with Google Drive and Slack
- Version history and recovery
Pricing
- Free: $0
- Solo: $4 per month, billed annually
- Plus: $8 per user/month, billed annually
- Premium: $12 per user/month, billed annually
G2 Ratings
Available on
Quickvoice
Quickvoice is a voice recording app that allows sales reps to capture audio notes, record meetings, and conduct interviews on the go. It provides a convenient way to remember important details and ideas.
Best suited for: Sales reps who prefer recording audio notes for capturing ideas, reminders, and meeting summaries.
What we like: Easy-to-use interface and voice-to-text transcription.
Quickvoice features
- Record and playback audio notes
- Organize recordings with tags and folders
- Voice-to-text transcription for converting recordings into text
- Share recordings via email, messaging apps, or cloud storage
- Backup and restore recordings
Pricing
- Free with in-app purchases for additional features.
G2 Ratings
- Not available
Available on
Software Name | Feature | Pricing | G2 Ratings |
Salesmate | Notes and mentions Call recording Call transfer Call routing Voicemail & Missed call management Pre-recorded voicemails Power dialer Built-in calling Call logging Automatic call distribution Activity tracking Other CRM features | Basic: $23 per user/month | 4.6/5 |
Evernote | Create and organize notes, notebooks, and tags Capture text, images, audio, and web clippings Sync notes across devices and access them offline Collaborate on notes and projects with team members Integration with other apps and services | Plans start at $7.99 per month | 4.3/5 |
Notejoy | Collaborate in real-time with team members Comment on notes and give feedback Integration with Google Drive and Slack Version history and recovery | Free: $0 | 4.3/5 |
Quickvoice | Record and playback audio notes Organize recordings with tags and folders Voice-to-text transcription Share recordings via email, messaging apps, or cloud storage Backup and restore recordings | Free with in-app purchases | Not available |
Best apps for sales tracking
Below are the best apps for sales professionals designed to help you efficiently track and manage your sales activities.
Salesmate
Salesmate emerges as the ultimate solution for sales tracking offering comprehensive features tailored to meet the needs of sales teams.
With Salesmate, sales reps can effortlessly track their sales activities, monitor progress against targets, and analyze key metrics in real-time.
Its intuitive interface and customizable dashboards empower reps to stay organized, focused, and informed throughout the sales process, ensuring optimal productivity and success.
Best suited for: Salesmate is best suited for sales teams and professionals seeking a centralized solution for tracking and analyzing sales activities, identifying trends, and optimizing their sales processes for improved performance.
What we like: Salesmate’s customizable sales pipelines, detailed activity tracking, and insightful analytics dashboards.
Salesmate features
- Sales pipeline management
- Contact management
- Activity tracking
- Goal setting and monitoring
- Sales forecasting
- Custom module
- Layout builder
- Reporting & analytics
- Team inbox
- Other CRM features
Pricing
- Basic: $23 per user/month, billed annually
- Pro: $39 per user/month, billed annually
- Business: $63 per user/month, billed annually
- Enterprise: Connect with our sales team for enterprise pricing.
G2 ratings
Available on
Capsule
Capsule is a simple and flexible CRM platform designed to help businesses track sales opportunities, manage customer relationships, and grow their sales pipeline effectively.
Best suited for: Small to medium-sized businesses looking for a straightforward CRM solution with robust sales tracking capabilities to manage their sales activities and relationships.
What We Like: Easy-to-use interface, customizable fields and tags.
Capsule features
- Contact management
- Deal tracking and pipeline visualization
- Task and calendar integration
- Email integration and tracking
- Customizable fields and tags
Pricing
- Starter: $18 Per user/month, billed annually
- Growth: $36 Per user/month, billed annually
- Advanced: $54 Per user/month, billed annually
- Ultimate: $72 Per user/month, billed annually
G2 Ratings
Available on
Bitrix24
Bitrix24 is a complete CRM and collaboration platform that offers sales tracking features, project management, communication, and document management tools. It provides a centralized hub for sales management activities and customer interactions.
Best suited for: Businesses seeking an all-in-one solution for sales tracking, team collaboration, and project management in a single platform.
What we like: Its intuitive interface and customizable workflows empower sales teams to track leads efficiently while fostering collaboration and communication across the organization.
Bitrix24 features
- Contact management
- Deal tracking and pipeline management
- Project and task management
- Document management and sharing
Pricing
- Basic: $49 per organization/month, billed annually (includes 5 users)
- Standard: $99 per organization/month, billed annually (includes 50 users)
- Professional: $199 per organization/month, billed annually (includes 100 users)
- Enterprise: $399 per organization/month, billed annually (includes 250 users)
G2 Ratings
Available on
Agile CRM
Agile CRM is a comprehensive customer relationship management platform that includes sales tracking features to help businesses manage leads, track deals, and automate sales processes.
It offers a user-friendly interface, robust automation capabilities, and integrations with popular business tools.
Best suited for: Small to medium-sized businesses looking for an affordable CRM solution with sales tracking features, marketing automation, and customer service tools.
What we like: It offers a range of features, including contact management, email tracking, and marketing automation, all in one platform.
Agile CRM features
- Lead and deal tracking
- Contact management
- Sales automation
- Email tracking
- Campaign Management
Pricing
- Free: For 10 users
- Starter: $8.99, billed monthly
- Regular: $29.99, billed monthly
- Enterprise: $47.99, billed monthly
G2 Ratings
Available on
ActiveCampaign
ActiveCampaign is a marketing automation platform that offers sales tracking features to help businesses manage leads, track deals, and engage with customers throughout the sales cycle.
Best suited for: Small to medium-sized businesses looking for a marketing automation platform with sales tracking features to help streamline their sales and marketing efforts.
What we like: Its seamless integration with CRM systems enhances data management and facilitates a holistic approach to sales tracking.
ActiveCampaign features
- Sales engagement
- Lead scoring
- Marketing automation
- Sales automation
Pricing
- Plus: $19/month, billed annually
- Professional: $49/month, billed annually
- Enterprise: $99/month, billed annually
G2 Ratings
Available on
Software Name | Feature | Pricing | G2 Ratings |
Salesmate | Sales pipeline management Contact management Activity tracking Goal setting and monitoring Sales forecasting Custom module Layout builder Reporting & analytics Team inbox Other CRM features | Basic: $23 per user/month | 4.6/5 |
Capsule | Contact and lead management Deal tracking and pipeline visualization Task and calendar integration Email integration and tracking Customizable fields and tags | Starter: $18 per user/month | 4.6/5 |
Bitrix24 | Contact management Deal tracking and pipeline management Task and project management Document management and sharing | Basic: $19.18 per organization/month | 4.1/5 |
Agile CRM | Lead and deal tracking Contact management Sales automation Email tracking Campaign Management | Free: For 10 users | 4.0/5 |
ActiveCampaign | Sales engagement Lead scoring Marketing automation Sales automation | Plus: $19/month | 4.4/5 |
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Start your free trialWhat are the benefits of using sales apps?
Sales applications serve as invaluable assets for sales teams, offering many benefits that contribute to overall productivity, efficiency, and success.
Increase productivity
Sales apps streamline workflows and automate repetitive tasks, allowing sales reps to focus more on revenue-generating activities such as engaging with prospects and closing sales.
These apps boost productivity by eliminating manual processes and providing intuitive tools, enabling reps to accomplish more in less time.
Improve data accuracy and accessibility
With sales apps, data entry errors are minimized, and information is consistently updated in real-time. This ensures that sales reps have access to accurate and up-to-date data whenever they need it, whether they’re in the office or out in the field.
Improved data accessibility translates to quicker decision-making and a more informed sales approach.
Enhance customer relationship management
Sales apps empower sales teams to cultivate stronger customer relationships by providing comprehensive insights into their preferences, purchase history, and communication preferences.
By leveraging this data, reps can personalize their interactions, anticipate customer needs, and ultimately build trust and loyalty.
Enable mobile access to sales information
In today’s fast-paced business environment, sales reps are often on the move, meeting clients, attending events, or working remotely.
Sales apps with mobile capabilities empower reps to access critical sales information anytime, anywhere, from their mobile device or tablets.
Provide valuable insights
Sales apps leverage advanced analytics and reporting tools to extract valuable insights from sales data.
These insights empower sales teams to make data-driven decisions, optimize their strategies, and capitalize on emerging opportunities by analyzing trends, identifying patterns, and forecasting future sales opportunities.
Facilitate better team collaboration and communication
Effective collaboration and communication are essential for a successful sales team. Sales apps facilitate seamless communication and collaboration by providing centralized platforms for sharing information, assigning tasks, and coordinating efforts.
Whether team members work remotely or in the office, these apps ensure that everyone is aligned, informed, and working towards common objectives.
What are the characteristics of a good sales apps?
Here are the key characteristics that distinguish a good sales application:
User-friendly interface
The best sales app should have an intuitive and easy-to-navigate interface that requires minimal training for users to get started.
Clear layouts and intuitive workflows enhance usability, ensuring sales reps can quickly access features and perform tasks without frustration.
Customization and scalability
Every sales team operates differently, so a good sales app should offer customization options that allow users to tailor the platform to their specific needs and workflows.
Additionally, the sales application should be scalable and capable of accommodating growing teams and evolving business requirements without compromising performance or usability.
Integration with existing tools and systems
Efficient sales operations often rely on a suite of tools and systems. A good sales app seamlessly integrates with existing CRM platforms, email clients, communication tools, and other business systems, ensuring smooth data flow and eliminating the need for duplicate data entry or manual syncing.
Robust data security features
Security is the key feature when it comes to handling sensitive customer data and confidential business information. A good sales app prioritizes data security with robust encryption protocols, access controls, and compliance certifications.
These features safeguard against unauthorized access, data breaches, and other security threats, instilling confidence in users and customers.
Comprehensive analytics and reporting tools
Insights derived from sales data are invaluable for informed decision-making and strategy development.
A good sales app provides comprehensive analytics and reporting tools that offer deep insights into sales performance, customer behavior, and pipeline health.
Advanced analytics capabilities, customizable reports, and real-time dashboards empower sales teams to track progress, identify trends, and optimize strategies for success.
Reliable customer support and training resources
Even the most user-friendly sales app may require occasional support or training. A good sales app is backed by reliable customer support services, including responsive helpdesk support, live chat assistance, and extensive knowledge bases.
Additionally, comprehensive training resources such as tutorials, webinars, and documentation ensure that users can maximize the app’s potential and troubleshoot issues effectively.
How to choose the right sales app for your team?
Selecting the best sales app for your team is crucial for maximizing productivity and achieving sales success. Here’s a detailed guide on how to make the best choice:
Assess your team’s specific needs and goals
Begin by assessing your team’s unique requirements and objectives. Consider factors such as your team’s size, the nature of your sales processes, and any specific challenges or pain points you currently face.
Identifying these needs will help you narrow down your options and focus on solutions that address your team’s priorities.
Consider the app’s compatibility with your current systems
Compatibility with your existing systems is essential to ensure seamless integration and data flow between platforms. Evaluate whether the sales app can integrate with your CRM system, email client, project management tools, and other essential software.
A compatible app will streamline workflows and prevent data silos, enhancing overall efficiency.
Evaluate the app’s scalability for future growth
Choose a sales app that can scale alongside your business as it grows. Consider factors such as the app’s capacity to handle increasing user, data, and transaction volumes without compromising performance.
Scalability ensures that your investment in a sales app remains viable in the long term, accommodating your evolving needs and expanding operations.
Look for essential features relevant to your sales processes
Identify the key features and functionalities that are essential for supporting your sales processes. Whether it’s advanced reporting tools, mobile accessibility, customizable pipelines, or automated workflows, prioritize features that align with your team’s workflows and objectives.
A sales app that caters to your specific requirements will enhance productivity and effectiveness.
Read reviews and seek recommendations
Researching user reviews and seeking recommendations from peers in your industry can provide valuable insights into the performance and reliability of different sales apps.
Look for reviews from users with similar business profiles and objectives to gauge how well each app aligns with your needs. Additionally, seek recommendations from trusted sources or industry experts with firsthand experience with the sales apps you’re considering.
Trial the app before making a final decision
Before committing to a sales app, take advantage of free trials or demos to experience its functionality firsthand. During the trial period, involve key stakeholders from your sales team to gather feedback and assess the app’s usability, performance, and suitability for your needs.
A trial allows you to test-drive the app in a real-world environment and make an informed decision based on firsthand experience.
Conclusion
Sales apps revolutionize the way sales teams operate, offering a lifeline in the fast-paced world of modern sales. These indispensable sales tools empower teams to streamline operations, enhance productivity, and build stronger customer relationships.
But the real challenge lies in selecting the right sales app, one that aligns perfectly with your team’s unique needs and objectives.
By assessing your team’s specific requirements, evaluating compatibility and scalability, and prioritizing essential features, you can navigate the vast landscape of sales apps with confidence.
With the right sales application by your side, the possibilities are limitless, and the path to sales excellence awaits.
Frequently asked questions
What is a sales app?
A sales app is a software designed to streamline sales processes, enhance productivity, and improve customer relationship management. It is a centralized platform for managing leads, tracking sales activities, and analyzing performance metrics.
What is the best app for sales reps?
The best app for sales reps depends on specific needs, but Salesmate is highly regarded for its comprehensive features, including CRM capabilities, lead management, and mobile accessibility, making it a top choice for boosting productivity and sales success.
What are the characteristics of a good sales app?
A good sales app should have a user-friendly interface, customization and scalability, integration with existing tools and systems, robust data security features, comprehensive analytics and reporting tools, and reliable customer support and training resources.
How do sales apps contribute to increasing productivity?
Sales apps streamline workflows, automate repetitive tasks, provide intuitive tools, and eliminate manual processes, allowing sales reps to focus more on revenue-generating activities such as engaging with prospects and closing deals effectively.
How do I choose the right sales app for my team?
To choose the best apps for salespeople:
- Assess your team’s specific needs and goals
- Consider compatibility with your current systems
- Evaluate scalability for future growth
- Look for essential features relevant to your sales processes
- Read reviews and seek recommendations
- Trial the app before making a final decision.
What are the best apps for sales managers?
The best apps for sales managers are Salesmate, HubSpot, Pipedrive, Salesforce Mobile, Dynamics 365 Sales, Leadfeeder, UpLead, Microsoft Teams, Keap, and many more.
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Hinal Tanna
Hinal Tanna is a SEO strategist and content marketer, currently working with the marketing team of Salesmate. She has a knack for curating content that follows SEO practices and helps businesses create an impactful brand presence. When she's not working, Hinal likes to spend her time exploring new places.