10 Best sales management tools that you must check in 2024!

The journey of transforming a lead into a sale is paved with numerous tasks, each critical to success.

But what if your team is chasing low-quality leads or drowning in repetitive tasks that don’t generate revenue?

Or worse, missing the crucial timing for follow-ups, leading to lost sales opportunities?

These are just a few challenges that sales teams face due to the lack of the right sales management systems. 

Enter the world of sales management tools – A game-changer for any sales team.

According to a Finances Online survey, implementing CRM software can boost sales by up to 29%, increase productivity by 34%, and enhance forecast accuracy by 42%.

CRM software has emerged as a formidable tool for managing sales and driving growth.

In this blog, we highlight the top 10 sales management tools that not only streamline your selling process but also enhance productivity and skyrocket revenue.

Let’s begin by understanding what falls under sales management software.

What is a sales management tool?  

A sales management software solution designed to manage and optimize the sales process, from lead management to closing deals, enhancing efficiency and productivity. 

Sales management tools go beyond mere data storage. It offers insightful analytics, helping teams understand market trends and customer behaviors. 

An ideal sales team management software includes various helpful tools for sales managers and their teams such as: 

• Sales lead management tools 
• Sales pipeline management tools 
• Sales activity tracking tools 
• Sales performance management tools 
• Sales account management tools 

Our next section will give you leading sales management tools that can revamp your entire sales process. So, let’s dive deep in. 

10 Best sales management tools used by leading sales teams!

Sales management tools are vital in maintaining existing customers, capturing new leads effectively, and improving sales productivity.

The below table is to gives you a detailed overlook of these top sales management tools:

1. Salesmate

Salesmate is an AI-powered CRM that helps you automate your entire sales playbook. Have a complex sales process? Salesmate can handle it. 

It streamlines your sales process from start to finish, helping you qualify leads, nurture them effectively, and successfully close sales deals. 

Salesmate CRM is a top choice for sales management with comprehensive features, robust automation, and customization capabilities. 

As a modern CRM solution, Salesmate streamlines not only sales processes but also marketing and customer support activities, providing an integrated platform for all your business needs. 

Key features that make Salesmate the best software for sales management and business growth include: 

• Contact Management to efficiently organize and access customer information. 
• Custom Lead Scoring to prioritize leads automatically based on their potential value to the business. 
• Sales Pipeline Management to gain clear visibility and control over your sales pipeline. 
• Workflow Automation to increase efficiency by putting repetitive tasks like data management, lead assigning, etc., into automation. 
• Sales Automation: Streamline your sales processes for better outcomes. 
• Sandy AI to enhance your sales efficiency with the power of artificial intelligence. 
• Sales Activity Tracking to monitor sales actions for improved strategy planning. 
• Sales Goal Tracking to set and track activities goals to keep your team aligned and motivated. 

• Sales Intelligence to make informed decisions and refine sales strategies with the smart sales reporting tool.
• Built-in Communication using calls, texts, or emails. Make and receive calls, send aesthetically pleasing email and text campaigns to engage better with prospects and leads.

Beyond these features, Salesmate serves as a unified platform supporting marketing teams with tools for lead generation, including Web Forms, Live Chat, and a Meeting Scheduler. 

Salesmate’s strength lies in its ability to personalize customer journeys, featuring robust tools for tracking interactions and shaping effective sales strategies. 

Your sales success is further enhanced with Salesmate’s integration capabilities, offering compatibility with over 700+ apps.  

Additionally, the Mobile CRM feature ensures that sales reps and leaders can efficiently manage their sales tasks from anywhere, without any hassle. 

What the user says about Salesmate: 

“Monitoring my Sales/Business Development Activities”

Read the full review

Pros:

• Salesmate CRM has an intuitive user interface and high customization options 
• Provides sales assistant named Sandy AI to enhance the sales process 

Cons:

• Limited customization options
• Some users find the reporting tools basic

Pricing plan: Billed annually 

• Basic – $23 per user/month 
• Pro – $39 per user/month 
• Business – $63 per user/month 
• Enterprise – Custom 

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2. Pipedrive

Pipedrive shines as a sales CRM platform geared towards visual sales management. It is best known for its pipeline management interface, allowing sales reps and leaders to visualize and manage their sales cycle. 

The tool emphasizes minimizing time spent on administrative tasks, enabling sales reps to focus on closing more deals. 

Pipedrive is particularly effective for businesses looking to streamline their sales management process and ensure their teams are on the same page.

What the user says about Pipedrive:

“Solid Platform – Great power without the Complexity”

Read the full review

Pros:

• Easy to set up and use 
• Offers unlimited customizable pipelines 

Cons:

• Unlike Salesmate, it lacks a shared inbox feature 
• Phone assistance is given only at the Power and Enterprise plan 

Pricing plan: Billed annually 

• Essential – $9.90 per user/month 
• Advanced – $19.90 per user/month 
• Professional – $39.90 per user/month 
• Power – $49.90 per user/month 
• Enterprise – $59.90 per user/month 

Want to check: Pipedrive vs Salesmate – What is the best CRM to use for successful sales?

3. VanillaSoft

VanillaSoft is one of the best sales management solutions that excels in lead scoring and sales cadence automation. 

Among all the sales management tools we mentioned, it is particularly effective for remote sales teams and call centers, with features that streamline the sales calling process and lead management.  

The platform’s strength lies in its queue-based routing system, ensuring that high-potential leads are prioritized, thus optimizing the sales reps’ focus and time.

What the user says about VanillaSoft:

“Perfect solution for building calling/action cadences!”

Read the full review

Pros:

• Powerful lead management and scoring
• Efficient call routing features

Cons:

• The interface can be unintuitive
• Limited integration options

Pricing plan: Not mentioned on its website 

4. Salesforce

Salesforce is a giant in the CRM world, offering a comprehensive suite for managing customer relationships, sales, and marketing efforts. Salesforce stands out as one of the best sales management tools for a comprehensive range of features.  

The top features include advanced analytics, sales forecasting, and a highly customizable platform catering to the complex needs of larger organizations. 

Salesforce stands out for its scalability, making it an optimal choice for enterprise and large-sized businesses. 

Salesforce excels in providing a 360-degree view of customer data, making it the best sales management tool for companies aiming to capture and nurture leads for winning a deal.

What the user says about Salesforce:

“Supercharge your sales team”

Read the full review

Pros:

• Highly customizable and scalable
• Extensive features and integrations

Cons:

• Steep learning curve
• Can be costly, especially for smaller businesses

Pricing plan: Billed annually 

• Starter – $25 per user/month 
• Professional – $80 per user/month 
• Enterprise – $165 per user/month 
• Unlimited – $330 per user/month 
• Unlimited+ – $500 per user/month 

Supercharge your sales game with Salesmate CRM!

With advanced sales tools, automation capabilities, and AI support, you can skyrocket your current sales efforts.

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5. Bitrix24

Bitrix24 tactfully combines CRM, project management, and team collaboration, serving as a multifaceted suite of sales management tools.

Bitrix24 is best for its task management and internal communication features, which align with sales tasks to ensure high-performing sales teams. 

The platform also offers sales automation, CRM, and contact management in one integrated package.

What the user says about Bitrix24:

“Easy and Elegant CRM!”

Read the full review

Pros:

• Comprehensive feature set – CRM, project management, and website builder
• Robust in lead management

Cons:

• Most of the Sales Automation benefits present at a higher plan
• The interface may feel cluttered

Pricing plan: Billed annually 

• Basic – $49/month 
• Standard – $99/month 
• Professional – $199/month 
• Enterprise – 399/month 

6. Salesloft

Salesloft is renowned for its sales engagement platform, offering tools for email tracking, sales calls, and meeting schedule. 

It is one of the best sales management tools suited for teams looking for a streamlined approach to managing customer interactions and improving sales performance.  

The platform’s strength lies in its ability to automate repetitive sales tasks and offer insightful sales reporting, making it a favorite among sales leaders and reps alike.

What the user says about Salesloft:

“Efficiency Boost and Seamless Communication with Salesloft”

Read the full review

Pros:

• Strong sales automation and engagement features
• Effective sales reporting tools

Cons:

• Steep learning curve for new users
• Higher price point compared to some competitors

Pricing plan: Not mentioned on its website 

Salesmate - Your Perfect CRM software to manage sales!

You can save time, boost productivity, and grow faster with powerful CRM, automation, and AI capabilities.

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7. Nimble

Nimble stands out as a user-friendly CRM platform focused on small businesses and individuals. It integrates seamlessly with social media, providing unique insights into customer profiles. 

Among various sales management tools, Nimble stands out for its exceptional social media integration and user-friendliness.

It’s particularly favored by businesses focused on social selling, offering a seamless experience in this domain.

It also offers robust contact management and sales tracking features in a simple, straightforward interface.

What the user says about Nimble:

“Nimble – A tool that helps you sell more… not just to create management reports!”

Read the full review

Pros:

• Powerful CRM for social selling  
• User-friendly interface

Cons:

• Limited advanced CRM features
• Not ideal for large-scale operations

Pricing plan: Billed annually 

It starts at $24.90 per user per month with a 14-day free trial. 

8. Pipeline CRM

Pipeline CRM, formerly known as PipelineDeals, is tailored for small to mid-sized businesses focusing on simplicity and efficiency.

It excels in providing a clear overview of the sales funnel, making it easier for sales teams to track deals and customer relationships.

The platform is best for its straightforward approach to CRM, offering essential features like sales tracking, lead management, and sales reporting without overwhelming users.

What the user says about Pipeline CRM:

“An effective and great CRM platform to track the sales pipeline for better deal closure numbers”

Read the full review

Pros:

• Easy to use and set up
• Clear sales funnel visualization

Cons:

• Limited customization options
• Lacks some advanced features

Pricing plan: Billed annually 

• Start – $25 per user/month 
• Develop – $33 per user/month 
• Grow – $49 per user/month 

9. Keap

Keap, formerly known as Infusionsoft, is a robust CRM and marketing automation platform ideal for small businesses and entrepreneurs.

It stands out for its advanced marketing automation, sales automation, and online sales capabilities.

Keap is particularly effective for businesses looking to automate their sales and marketing processes, manage customer data efficiently, and improve their overall sales management systems.

What the user says about Keap:

“Keap has helped me every step of the way!”

Read the full review

Pros:

• Advanced marketing and sales automation
• Good eCommerce integration

Cons:

• Steeper learning curve
• Higher price point for small businesses

Pricing plan: Billed annually 

• Pro- $159 per user/month 
• Max- $229 per user/month 
• Ultimate- $229 per user/month 

Insightful CRM comparison: Keap vs. Salesmate 

10. Insightly

Insightly is a CRM platform that blends traditional CRM features with project management capabilities. 

Best suited for businesses that manage customer relationships alongside projects, Insightly offers a unique combination of sales tracking, project oversight, and workflow automation. 

It’s particularly effective for aligning sales goals with project delivery, ensuring teams stay on the same page throughout the sales and project lifecycle.

What the user says about Insightly:

“Amazing support, easy to use and so much still to explore”

Read the full review

Pros:

• CRM and project management integration
• Useful for aligning sales with project delivery

Cons:

• Reporting tools can be improved
• The interface may not be as intuitive as some competitors

Pricing plan: Billed annually 

• Plus – $29 per user/month 
• Professional – $49 per user/month 
• Enterprise – $99 per user/month 

Meet your revenue targets with Salesmate!

Set clear sales goals and track them to motivate your team and boost performance.

Explore Sales Goals Tracking

10 Key features to consider when selecting a sales management system  

Sales management involves leading a team to meet sales quotas and build strong customer relationships. 

So, focus on best sales management software features that align with your business objectives and sales processes when planning to invest in a sales management solution.

Here are the key features of sales management tools that you must look for: 

1. Contact and lead management

Look for software that provides efficient management of customer and prospect information, allowing you to track interactions, manage leads, and nurture customer relationships. 

2. Sales pipeline management

A clear view of your sales pipeline is essential. The software should enable you to track the progress of deals at various stages, identify bottlenecks, and forecasting sales. 

3. Task and activity tracking

For a sales manager, tracking each representative’s sales activities manually can be challenging.

Investing in sales management tools can streamline this process with features like a meeting scheduler, sales activity tracking, sales automation, etc.

4. Reporting and analytics

Robust reporting tools and analytics capabilities are key for understanding sales performance, customer behavior, and market trends, enabling data-driven decision-making. 

5. Automation of sales processes

Automation features that streamline routine sales tasks, such as follow-up emails and data entry can significantly increase efficiency and reduce manual errors.  

Interesting read: 7 Sales force automation features to boost team’s productivity

6. Mobile accessibility

With sales teams often on the go, having a mobile-friendly version or app is crucial for accessing and updating information from anywhere.  

Sales management apps provide a convenient, on-the-go solution for managing sales activities, tracking customer interactions, and analyzing performance metrics, all from the palm of your hand. 

7. Customization and flexibility

The ability to customize the software to fit your unique sales processes and workflows is important, as well as the flexibility to scale as your business grows. 

8. Collaboration tools

Features that facilitate collaboration within the sales team, such as shared calendars, document sharing, and communication tools, can enhance team efficiency.

9. Integration capabilities

The software should integrate seamlessly with other business tools like CRM, email marketing platforms, online accounting software, and more, for a streamlined workflow.  

10. Security and compliance

Strong security measures to protect sensitive data and compliance with relevant regulations (like GDPR for European customers) are non-negotiable features.

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How to choose the right sales management software? 

Choosing the right sales team management software requires careful consideration of your business needs, sales processes, and future growth plans.  

Here’s a guide to help you make an informed decision for picking the best sales management software for your business:  

1. Assess your business needs

Understand the specific challenges and requirements of your sales process.

Consider factors like the size of your sales team, the complexity of your sales cycle, and any industry-specific needs. 

2. Identify key features

List the essential features you need to improve your sales process.  

The essential features that the best sales management tools exhibit are contact and lead management, sales forecasting, pipeline management, task and activity tracking, reporting, and analytics.  

3. Consider user-friendliness

The software for a successful sales team should be intuitive and easy to use.  

A steep learning curve can lead to low adoption rates among your sales team. Look for software with a user-friendly interface and good customer support.  

4. Evaluate customization and scalability

Consider only that software that can be customized to fit your unique business processes and is scalable to grow alongside your business.  

It’s crucial to pick a solution that can adapt and expand as your business needs evolve. 

5. Check integration capabilities

Check if the software seamlessly integrates with your existing tools, such as email automation, accounting software, etc. This integration is crucial for a cohesive and efficient workflow.  

6. Analyze reporting and analytics

When evaluating sales management tools for your business prioritize robust reporting and analytics features as they are essential for data-driven decision-making and optimizing your sales strategies.

Related read: Tracking sales performance: 5 Reports that you should be tracking already!  

7. Consider mobile accessibility

With sales teams often on the go, mobile accessibility is a key feature. The software should offer a robust mobile version or app that allows your team to access and update data from anywhere.  

8. Review security and compliance

Ensure that the software complies with relevant data protection regulations and offers robust security features to protect sensitive customer and business data. 

9. Read reviews and seek recommendations

Explore reviews and testimonials for various sales management tools that you find potential for your businesses. Personal recommendations can offer valuable insights into each tool’s performance and reliability. 

10. Evaluate cost vs. value

Don’t just go for the cheapest option; consider ROI, efficiency, sales results, and scalability when evaluating the top sales management tools rather than just the cost. 

11. Request demos and trials

Before making a final decision, request demos and take advantage of free trials. This hands-on experience will help you understand if the sales management tools align with your team’s workflow and business processes. 

Following the above simple steps will help you discover the ideal sales management solutions that cater to your team’s unique needs, ensuring streamlined operations and increased efficiency. 

Are you looking to boost your sales?

Salesmate can help you overcome your sales challenges like lack of productivity, misalignment, poor decision-making, and more.

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Which leading industries use sales management software?

Sales management software is used across a variety of industries, each leveraging its capabilities to meet specific needs and challenges:

1. Software as a Service (SaaS): SaaS companies require real-time insights into sales key metrics, such as SaaS churn rates. They use sales management software to track leads through the sales funnel and maintain customer relationships effectively.
2. Small and medium-sized businesses (SMBs): SMBs utilize sales management software to enhance their service quality, offering a competitive edge without relying on price wars. It serves as a central hub for managing customer relationships, including support and post-sale communication.
3. eCommerce: eCommerce companies face the challenge of an increasingly competitive online shopping environment. They use sales management software to automate their sales funnel, identify and nurture high-value leads, and analyze trends to attract repeat customers.
4. Real estate: In real estate, where purchases are often significant life events for clients, sales management software aids in project management and relationship-building, ensuring agents stay top-of-mind and guide clients effectively toward sales.
5. Coaching and consulting: For businesses offering personalized services, sales management software is invaluable for organizing and tracking client information and communications. It also automates scheduling tasks, like calls and appointments, enhancing overall efficiency.

Conclusion

Sales management tools are indispensable for sales managers who aim to enhance their team’s performance. 

Investing in sales management tools is not just an option but a necessity in today’s fast-paced, competitive business environment.  

The best sales management software combines key functions of sales management, pipeline management, and performance management tools.

It streamlines sales processes, tracks sales funnel progress, and monitors sales team performance, all in one integrated platform. This comprehensive approach enhances sales efficiency and decision-making.

Go for Salesmate CRM – Designed for ease of use, ensuring your team can focus more on selling and less on navigating complex systems. 

Frequently asked questions