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Sales pipeline management tools

13 Best sales pipeline management tools for 2024: Top picks!

Key Takeaways
  • The best sales pipeline management tools will give you a holistic view of their sales journey to drive more conversions.
  • Leading sales pipeline tools provide customizable pipelines and dashboards, allowing sales teams to meet their unique business needs.
  • Salesmate is the #1 choice for the best CRM pipeline management solution with its high-value features and affordability.

The best CRM pipeline management tools offer an ROI of $8.71 for every dollar spent.  

But, finding the perfect sales pipeline solution for your business can be daunting with so many options.

The decision-making will be easier if you know –

  • Your basic needs regarding the pipeline software
  • Budget for the tool
  • The best options for sales pipeline management tools in the market

Considering these concerns, we have listed 13 leading sales pipeline management tools

These are top-rated on software review sites like Capterra and G2 and are the favorite of leading sales coaches.

For those new to this type of software, let’s begin with a simple definition of a sales pipeline management system.¬†

What is a sales pipeline management tool? 

A sales pipeline tool helps to visualize the entire sales process, from the first interaction with an MQL (Marketing Qualified Lead) to closing a deal. 

Further, the sales pipeline management tool lets you build a structured pipeline, enabling you to track potential clients through various stages of the sales journey.

Now that we understand a sales pipeline management tool let’s explore the top pipeline management software solutions to boost your sales activities and conversions.

13 Best pipeline management software to boost sales  

Most of the tools you’ll see on the list below are CRM(Customer Relationship Management) systems with integrated sales pipeline management features.  

These days, businesses require a comprehensive approach to managing their customer relationships and sales processes, making CRM with pipeline management necessary. 

Here is a comprehensive table for the overview of these top-rated sales pipeline management tools: 

Sales pipeline tools G2 rating Pricing starts at (per user/month) Best for 
Salesmate 4.6/5  $23 Small to medium-sized businesses for faster growth 
Insightly 4.2/5  $29 Project management integration 
HubSpot CRM 4.4/5 $15 Comprehensive sales and marketing integration 
Pipedrive 4.3/5 $12 Visual pipeline management 
Close CRM 4.7/5 $49 Small to medium-sized businesses 
Freshsales 4.5/5 $9 AI-driven sales insights 
Keap 4.2/5 $249 Small businesses needing email marketing and sales automation 
Salesforce 4.3/5 $25 Large companies needing comprehensive CRM 
Monday sales CRM 4.6/5 $12 Flexible, no-code customization 
Capsule CRM 4.7/5 $18 User-friendly interface and integrations 
Zendesk Sell 4.2/5 $19 Integrating sales with customer service 
Copper CRM 4.5/5 $9 Google Workspace integration 
Weflow 4.7/5 $19 Sales performance and forecasting 

Let’s discuss all the above sales pipeline management tools in detail and understand the unique values they are serving.¬†

1. Salesmate 

Salesmate - Sales pipeline management tool

Salesmate is among the top choices for pipeline management systems due to its advanced features, high customization capabilities, and affordability. 

The platform can help you capture leads automatically from your website with built-in lead generation tools such as Web Forms, Live Chat, and Meeting Scheduler

Once a lead is captured, the platform will prioritize high-quality leads based on your lead scoring model, which you can also set for automation.  

Further, the sales pipeline management system will provide you with a bird’s-eye view of your sales cycle with real-time insights like the total value of each stage, total pipeline value, and forecast value. 

This way, your reps will focus on leads who are interested in closing and hold high value for the business. 

Salesmate CRM offers omnichannel communication (call, email, and SMS), ensuring reps can connect and engage with leads through multiple channels. 

You can automate your workflow and sales activities to boost productivity and conversions. Sales reporting software will help you make data-driven decisions to optimize your growth strategy. 

Also, with the ticketing software, the customer support team can manage and resolve customer queries effectively.

This way, robust CRM features, automation, and analytics make Salesmate a unified solution for marketing, sales, and CX teams.

According to a recent customer review, Salesmate CRM is an excellent choice that offers extensive customizable options for deal pipelines to enhance sales process visualization. [Full review]

Key features  

  • Contact Management with auto-profile enrichment for personalized interaction¬†
  • Automated Lead Scoring System to prioritize leads¬†
  • Multiple Pipeline Management with custom fields¬†
  • Smart Emails, Text Messaging, and Built-in Calling to engage with prospects¬†
  • Sales Sequences for automated follow-ups¬†
  • Sales Reporting to enhance future sales

Pricing: Billed annually 

Basic – $23/user/month 

Pro – $39/user/month 

Business – $63/user/month 

Enterprise – Custom 


  • Affordability with extensive value features to grow sales¬†
  • Highly customizable¬†
  • Offers Integrations with 700+ business apps¬†


  • A steep learning curve for new users¬†
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2. Insightly CRM 

Insightly CRM sales pipeline management system

Insightly CRM is one of the top-rated sales pipeline management tools in trusted software review sites like Capterra and G2.

The platform offers smart lead and pipeline management to maximize sales conversions. Further, it lets you convert hot leads into deals by tracking opportunities and effectively nurturing them.

You can build customizable sales pipelines to tailor workflows to your business needs and enhance overall sales performance.

Insightly CRM offers automation capabilities to empower teams to increase productivity by delivering services faster and more efficiently.

According to a recent customer review, Insightly is a game changer!” There are some great customization options, and their customer service is exceptional. [Full review]

Key features 

  • Contact and account management
  • Sales lead tracking & opportunity management
  • Sales pipeline & lead management
  • Workflow automation
  • Reporting and analytics
  • Mobile app

Pricing: Billed annually 

Plus – $29 per user/month  

Professional – $49 per user/month  

Enterprise – $99 per user/month


  • Easy to use and customize¬†
  • Strong integration capabilities¬†


  • Comparatively limited custom fields
  • Advanced features require higher-tier plans¬†

3. HubSpot CRM 

HubSpot sales pipeline CRM tool

With HubSpot, your business can elevate its customer relationship management to a new level of efficiency and insight.

You can have a comprehensive view of your sales process using this best sales pipeline CRM, track leads, monitor quota attainment, and quickly identify monthly trends.

The sales pipeline tracking software provides a bird’s-eye view of how prospects move through your pipeline, identifying and removing roadblocks to closing more deals.

It provides real-time data on your sales activities to optimize your sales growth strategy.

According to a recent customer review, HubSpot is an affordable, easy-to-use CRM that offers great integration capabilities with business-related tools to enhance prospecting efforts. [Full review]

Key features 

  • Contact and lead management
  • Sales pipeline management
  • Email marketing
  • Automation
  • Analytics and Reporting
  • Integration
  • Customer service tools

Pricing: Billed annually 

Free – Available with essential features 

Starter – $15 per month 

Professional – $90 per month 

Enterprise – $150 per month 


  • User-friendly interface¬†
  • Strong integration capabilities¬†


  • Advanced features can be costly for small teams
  • Some initial setup complexity¬†

4. Pipedrive CRM 

Pipedrive Sales pipeline CRM software

Pipedrive is a sales-centric CRM with the best sales pipeline management to help teams visualize their sales processes easily.

It offers a customizable visual interface for organizing sales processes and effective sales activity tracking to identify closing opportunities.

This sales pipeline software is known for its intuitive interface, which enables businesses to manage their sales processes effectively and close deals faster. 

The platform enables you to customize your entire sales funnel, visualize each stage, and automate processes to boost productivity and increase revenue.

Pipedrive also provides robust metrics and integration capabilities, ensuring seamless workflows and comprehensive data management.

According to a recent customer review, Pipedrive is a great adaptable CRM with high customizability and great pipeline management. [Full review]

Key features 

  • Lead management
  • Pipeline visualization
  • Customizable stages
  • Activity tracking
  • Automation features
  • Integrations
  • Real-time insights
  • Mobile Accessibility

Pricing: Billed annually

Essential – $12 per user/month

Advanced – $24 per user/month

Professional – $49 per user/month 

Power – $59 per user/month


  • Easy to use and set up
  • Comprehensive mobile app


  • Limited advanced CRM features¬†
  • Higher-priced plans are needed for more features
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5. Close CRM 

Close - sales pipeline CRM platform

Close CRM is a highly intuitive and easy-to-use CRM for businesses to grow sales.

With features like comprehensive pipeline views and advanced reporting, Close CRM ensures you stay on top of your sales activities. Furthermore, you can easily track deal progress and achieve your sales quota goals.

The platform’s integration capabilities and ease of use make it a must-have tool for any sales-driven organization.

As per a recent customer review, Close offers easy to use lead and pipeline management system to let your teams achieve revenue goals effortlessly. [Full review]

Key features 

  • Built-in calling
  • Email automation
  • Task management
  • Customizable Pipelines
  • Advanced reporting with detailed analysis

Pricing: Billed annually 

Startup – $49 per user/month

Professional – $99 per user/month

Enterprise – $139 per user/month


  • Integrated email and calling features¬†
  • User-friendly interface¬†


  • Higher pricing for smaller businesses
  • Limited advanced CRM functionalities

6. Freshsales CRM 

Freshsales CRM sales pipeline

Freshsales by Freshworks is a CRM solution that offers AI-powered sales automation, contact management, and advanced analytics.  

It aims to help businesses streamline their sales processes and enhance customer relationships.  

Freshsales makes managing your sales pipeline simple and effective. According to its users, the platform has easy-to-use customizable stages that enable you to visualize and manage your sales funnel effortlessly.

You can drag and drop leads to prioritize and track progress. With built-in automation, follow-ups are timely and less manual.

Detailed reports provide insights to help you make smart decisions and grow your sales.

A recent user reviewed Freshsales, an excellent visual sales pipeline to streamline sales processes and help to close sales effectively. [Full review]

Key features 

  • Customizable pipeline stages
  • Drag-and-drop interface
  • Automation capabilities
  • Detailed analytics and reporting

Pricing: Billed annually 

Growth – $9 per user/month

Pro – $39 per user/month

Enterprise – $59 per user/month


  • Strong contact and pipeline management
  • Good customer support


  • Complex initial setup and steep learning curve
  • Auto profile enrichment is only at the Enterprise plan

7. Keap CRM 

Keap - CRM and pipeline management software

Keap is a great CRM and pipeline management software for small businesses that combines sales and marketing automation with customer relationship management.

You can easily customize pipeline stages to fit your sales process and use the drag-and-drop interface to move leads effortlessly through different stages.

Automation tools handle follow-ups and tasks, ensuring no sales-worthy lead goes unnoticed. Plus, detailed analytics provide insights into your sales performance, helping you make data-driven decisions to boost growth. Keap CRM makes managing your sales pipeline straightforward and effective.

According to a recent G2 review, Keap greatly contributes to its small business by maintaining a pipeline to keep its work organized and have excellent visibility. [Full review]

Key features 

  • Customizable pipeline stages
  • Automation capabilities
  • Detailed analytics
  • Email and text marketing
  • Mobile app
  • API integrations‚Äč

Pricing: Billed annually

Ignite – $249 per month

Grow – $329 per month

Scale – $499 per month


  • Powerful automation tools
  • Good integration capabilities


  • Expensive
  • Complex setup process

Also read: Discover the affordable alternative to Keap CRM (Infusionsoft) 

8. Salesforce CRM 

Salesforce Pipeline management CRM

Salesforce CRM is a cloud-based platform renowned for its extensive functionality and scalability.  

It offers powerful pipeline management that helps sales teams visualize their sales process, track opportunities, and manage deals efficiently.

Advanced forecasting tools and detailed analytics provide insights into sales performance, while customizable dashboards offer a comprehensive overview.

Integration with third-party applications ensures seamless data flow, enhancing workflow efficiency and productivity.‚Äč

A recent review on G2 highlights Salesforce offers proficient pipeline management with real-time insights. [Full review]

Key features 

  • Pipeline visualization
  • Real-time insights
  • AI-powered forecasting
  • Automated workflows
  • Customizable dashboards
  • Advanced reporting

Pricing: Billed annually 

Starter Suite – $25 per user/month 

Professional – $80 per user/month 

Enterprise – $165 per user/month 

Unlimited – $330 per user/month

Einstein 1 Sales – $500 per user/month


  • Extensive customization and integration options
  • Robust AI capabilities with Einstein


  • High cost, particularly for advanced features
  • Complex setup with a steep learning curve
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9. Monday Sales CRM 

Monday Sales CRM - Pipeline management tool

Monday Sales CRM lets you see all opportunities within your pipeline to ensure every deal opportunity gets noticed. This transparency helps identify and act on potential leads promptly.

This tool allows you to set deal values, calculate close probabilities, and use detailed reports to compare forecasted and actual sales.

The system automates repetitive tasks like email follow-ups and data entry, freeing up valuable time for strategic selling and relationship building.

With robust dashboards and advanced reporting capabilities, Monday Sales CRM helps teams stay organized, make informed decisions, and close deals faster.‚Äč

According to a recent customer review, Monday Sales CRM is a great tool with intuitive features for pipeline management and sales growth. [Full review]

Key features 

  • Pipeline management
  • Lead management
  • Automation
  • Integrations
  • Customizable dashboards

Pricing: Billed annually

Basic CRM – $12 per user/month  

Standard CRM – $17 per user/month  

Pro CRM – $28 per user/month  

Enterprise CRM – Contact sales 


  • Flexible customization options
  • Strong integration capabilities


  • It can become expensive with add-ons
  • As per some users, it has limited reporting capabilities

10. Capsule CRM 

Capsule CRM - Sales pipeline tool

Capsule CRM is a great tool that offers comprehensive features, customization, and affordability.

The pipeline management feature allows you to create multiple customizable pipelines to suit different sales strategies or product lines. Each pipeline stage can be tailored to fit your business’s specific needs, representing where each deal stands.

The system includes powerful reporting and analytics, giving insights into deal conversion rates and overall sales performance.

As per a recent customer review, Capsule is highly intuitive and customizable, allowing me to keep track of all client engagements. [Full review]

Key Features 

  • Contact management
  • Sales pipeline
  • Workflow automation
  • Email integration
  • Sales analytics and customizable reports

Pricing: Billed annually 

Starter – $18 per user/month 

Growth – $36 per user/month 

Advanced – $54 per user/month 

Ultimate – $72 per user/month 


  • Effective contact and task management
  • Affordable pricing


  • Limited advanced features
  • Not ideal for larger businesses with complex need
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11. Zendesk Sell 

Zendesk Sell - Sales pipeline management software

Zendesk Sell is a sales CRM designed to enhance productivity, streamline processes, and provide visibility into sales pipelines.

Its pipeline management software helps you maximize efficiency and track your sales cycle from the first hello to the final purchase.

The software provides clear visuals and stats for all opportunities in your sales cycle, showing the steps needed to move prospects closer to purchasing.

The automation reduces time spent on mundane tasks, allowing more focus on leads and personalizing experiences for prospects.

According to a recent customer review, Zendesk for sales is robust for lead and deal management. It offers extensive features to enhance the team’s performance and boost sales conversion. [Full review]

Key features 

  • Leads and deal scoring
  • Customizable sales pipeline
  • Sales tracking
  • Automation and activity tracking
  • Advanced and customized sales reports
  • Prebuilt sales dashboards
  • Sales forecasting

Pricing: Billed annually

Sell Team – $19 per user/month  

Sell Growth – $55 per user/month  

Sell Professional – $115 per user/month  

Sell Enterprise – Custom plans


  • Seamless integration with Zendesk suite
  • Strong mobile app functionality
  • Comprehensive reporting tools


  • It can be expensive for smaller teams
  • Some users find it lacks advanced features

12. Copper CRM 

Copper CRM - Best pipeline management solutions

Copper CRM offers one of the best pipeline management solutions, with easy drag-and-drop pipeline creation, pipeline health tracking, and real-time visibility of team performance.

The platform lets you access granular analytics on sales velocity, pipeline value, average deal size, and more.

These insights help you track, sort, and filter deals by category, potential value, or expected close date, ensuring you never miss important opportunities.

According to a recent customer review, Copper CRM is the right app if you juggle many moving parts. It helps you achieve sales milestones with a customizable pipeline and effective activity racking. [Full review]

Key features 

  • Customizable pipelines
  • Drag-and-drop interface
  • Real-time visibility
  • Visual dashboards
  • Activity tracking
  • Automatic alerts
  • Advanced analytics
  • Performance insights

Pricing: Billed annually

Starter – $9 per user/month 

Basic – $23 per user/month

Professional – $59 per user/month 

Business – $99 per user/month


  • Excellent integration with Google Workspace¬†
  • User-friendly and intuitive


  • Limited customization options¬†
  • It can be expensive for higher-tier plans

Interesting read: How Salesmate is¬†a better alternative¬†to Copper in 10 seconds ‚Ź≥

13. Weflow 

Weflow - Advanced pipeline management software

Weflow is an advanced pipeline management and forecasting software that enhances sales productivity through automated data entry and workflow management.

It lets you auto-sync emails, meetings, and contact data from Google Workspace or Microsoft 365.

Weflow offers seamless integration with the Salesforce platform. So, if you are a Salesforce CRM user, it would be a great sales pipeline software to invest in.

According to a recent customer review, Weflow is a Game-Changer for sales teams and rev ops. Its visualization capabilities make it easy to manage sales pipelines effectively. [Full review]

Key features 

  • Activity capture
  • Deal management
  • Deal insights
  • Pipeline management
  • Pipeline analytics
  • Sales forecasting

Pricing: Billed annually

Activity Capture – $19/user/month

Deal insights and pipeline management – $49/user/month

Sales Forecasting – $69/user/month

Revenue Intelligence – $89/user/month


  • Great tool for Salesforce users
  • Enhances team collaboration


  • Pricing can be high for smaller teams
  • Limited standalone features
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What are the top features of sales pipeline management tools? 

The best sales pipeline management tools offer a wide variety of features to enable reps to be more productive and convert more sales.   

Here are some key features that stand out:  

1. Pipeline management and visualization 

This feature offers awesome visual dashboards, often using Kanban views, to manage and customize each stage of your sales pipeline.

It helps you track deal progress and provides a clear, big-picture overview of your sales activities, making it easier to spot bottlenecks and opportunities for improvement. 

Managing your sales pipeline is critical to driving consistent progress and boosting conversions. Further, you must have a set process for enhancing its efficacy and removing bottlenecks.

Read more: 6 Easy steps for managing your sales pipeline effectively

2. Contact and lead management 

This feature centralizes all your contacts and leads, organizing and scoring them from various sources.

This way, all your interactions are logged and easily accessible, making it easier to manage customer relationships effectively. 

3. Workflow automation 

All sales pipeline management tools have workflow automation, which boosts sales team productivity by automating repetitive tasks, reminders, and notifications.

This way, the sales team gets more time to focus on closing deals. 

4. Reporting and analytics 

The pipeline CRM helps you monitor key sales pipeline metrics to make data-based, informed decisions that drive your strategy. Further, customizable reports and dashboards let you monitor sales performance, forecast future sales, and identify areas for improvement.

5. Sales forecasting 

The sales forecast feature allows businesses to predict future sales possibilities based on historical data and current pipeline status.

This helps a sales manager set realistic goals, allocate resources mindfully, and develop strategies to achieve sales targets.

6. Customizable dashboards 

Businesses love this feature in sales pipeline management tools to have tailored dashboards and views to meet your specific needs.

In fact, highly customizable interfaces help visualize and manage sales processes effectively, ensuring the sales management software fits your unique workflow. 

7. Multi-channel communication 

Converting a lead into a deal requires effective communication through various channels such as email, calling, SMS, and social media.

This feature ensures efficient communication, improving customer engagement and response rates by connecting prospects with their preferred mode of communication.

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How to pick the best sales pipeline management software for your business?

Choosing the right sales pipeline management software can significantly impact your sales team’s efficiency and success by increasing productivity or improving decision-making.

Here are some strategic steps for choosing the best sales pipeline management system for your business:

1. Identify your needs 

The first step in purchasing a pipeline CRM is understanding your needs, such as the challenges you are looking to solve.

The possible challenges can be improving lead management, boosting sales productivity tasks, and enhancing reporting. 

All such thinking gives you better clarity on evaluating features of the sales pipeline management tools.

2. Set your budget 

When investing in business software, you must be clear about your budget/affordability. This will further ensure you look at those sales pipeline management tools which are within your financial reach. 

3. Evaluate key features 

Look for essential functionalities such as stage tracking, lead management, performance metrics, forecasting, and automation. Plus, ensure the sales pipeline software offers the features that align with your sales strategy.

4. Check security 

Security is crucial to protect sensitive customer information, so you must ensure the software provides robust data protection and complies with relevant regulations.

5. Ensure compatibility 

Compatibility ensures a smooth workflow so you cannot disturb your existing business functioning with new software onboard to the strategy.

So, verify that the software integrates seamlessly with your existing tools, such as email platforms, billing software, and customer support systems.

6. Assess value 

Compare the cost of the sales pipeline tools against the benefits and features offered to ensure you are getting good value for your investment.

Also, evaluate your top choices for

  • Ease of use: Check how intuitive and user-friendly the tool is so your team can quickly adopt it.
  • Customization: Consider the sales pipeline tool that offers customization to adapt to your specific business needs.
  • Customer support: Check if it offers multiple assistance options, such as live chat, phone support, and comprehensive online resources.
  • Scalability: Pick the pipeline software that can scale with your business and accommodate increasing data and user needs.

7. Read reviews 

Check feedback from other users and experts to get insights into the software’s performance and reliability.

G2, Capterra, and Software Advice are among the top trusted review sites for SaaS products. The tools’ customer reviews can provide valuable information about potential issues and strengths.

8. Trial period or Demo 

Test the tool before committing to ensure that your investment contributes to growing your business. Many sales pipeline CRM solutions offer free trials or demos, allowing you to explore the features and see if they fit your needs.

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Conclusion: Which is the best sales pipeline software?

Sales pipeline tools are essential for businesses as they enable efficient management of sales processes, improve customer interactions, and boost revenue.

If sales-boosting features, customization, scalability, and affordability are your major considerations, then Salesmate is among the top choices for CRM software with a pipeline management system.

Don’t think twice; sign up for a free trial and witness the business productivity boost during the 15-day free trial.

Frequently asked questions 

Which is the best way to generate a sales pipeline?

Here are some strategies to build an efficient sales pipeline:

  1. Define your ideal pipeline
  2. Align pipeline stages with buying stages
  3. Calculate necessary deal numbers
  4. Maintain momentum between stages
  5. Keep your pipeline clean and up-to-date
What are the benefits of using sales pipeline management software?

Sales pipeline management tools offer numerous benefits:

  1. Enhanced visibility: Visualizes each sales stage, tracking progress and identifying bottlenecks.
  2. Improved lead management: Captures, scores, and prioritizes leads for better focus.
  3. Increased productivity: Automates tasks, allowing sales reps to concentrate on selling.
  4. Accurate sales forecasting: Predicts future revenue using historical data and trends.
  5. Better collaboration: Shared tools enhance team communication and coordination.
  6. Data-driven decisions: Detailed analytics and reporting refine sales strategies.
Who uses sales pipeline management software?

In a company, multiple people leverage a sales pipeline CRM tool such as:

  1. Sales teams use sales pipeline management software to track and manage leads
  2. Sales managers use it to monitor team performance
  3. Marketing teams use it to align campaigns with sales efforts
What are the various types of sales pipeline management software?

There are two kinds of tools to manage the sales pipeline:

  1. Sales pipeline systems integrated within CRM (Customer Relationship Management) to offer a holistic view of client interactions. For example, Salesmate, Salesforce, and Copper CRM.
  2. Standalone pipeline management tools to manage leads, visualize the sales pipeline, track deal stages, and forecast revenue. For example, Weflow and ZixFlow.
How does sales pipeline software help forecast revenue?

Sales pipeline CRM software helps forecast revenue based on past data analysis and real-time tracking to identify trends and patterns for predicting future sales performance.

Can Google Sheets be used to manage sales pipelines?

Yes, you can use Google Sheets to manage sales pipelines at a basic level by creating custom templates to track leads, manage stages, and monitor progress. However, it lacks advanced key features like automation and real-time analytics.

Sonali Negi

Sonali is a writer born out of her utmost passion for writing. She is working with a passionate team of content creators at Salesmate. She enjoys learning about new ideas in marketing and sales. She is an optimistic girl and endeavors to bring the best out of every situation. In her free time, she loves to introspect and observe people.

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