Insightly is an online CRM solution targeted at small and mid-sized businesses. It also provides project management, workflow automation, and reporting capabilities, along with 3rd-party integrations.
Sales Pipeline Software
Sales Pipeline Software Overview
What is Sales Pipeline Software?
Sales pipeline software helps sales reps and/or sales managers track and manage individual sales opportunities as well as the distribution of all opportunities.
Sales Pipeline Software Features & Capabilities
Create pipeline stages: Allows users to set up a sales funnel with different stages that reflect their particular sales process. This will be the organizational structure for managing opportunities and forecasting sales. Stages correlate with different actions and deal confidence levels.
Deal confidence levels: Pipeline calculates the probability of deal based on pipeline stage and other details.
Timeline view: Sales pipeline can be viewed as a timeline of stages, for visualizing individual opportunities or aggregate opportunities.
Opportunity import/creation: Opportunities can be added to the sales pipeline via import from CRM or created new within the tool.
Append to opportunities in the pipeline: Users can attach records, tasks, meetings, etc. to opportunities in the pipeline.
Drag and drop opportunities: Users can manage the sales pipeline by dragging and dropping opportunities to different stages.
Pipeline management suggestions & prioritization: Automatic or semi-automatic deal prioritization; recommends which deals to focus on or actions to take with certain opportunities.
Pipeline filter: Users can filter the sales pipeline to only view a particular set of opportunities, such as opportunities above some likelihood to close, or opportunities above some deal size.
Mobile pipeline management: Includes mobile functionality for viewing and managing the sales pipeline.
Sales pipeline reminders & updates: Sends users reminders about their own deals, such as deals that need attention, or updates on movement within the pipeline and progress against goals.
Benefits of Using Sales Pipeline Tools
Simplified workflow—Timeline view and drag and drop interfaces are simpler and more intuitive than spreadsheets or tables.
Deal prioritization—The visual layout makes it easier for salespeople to envision their set of deals in relation to one another, and prioritize their time and attention accordingly.
Defined sales process—Building a visual sales pipeline with specific stages or states requires organizations (or individuals) to define and streamline the sales process. This promotes sales pipeline management best practices like consistent opportunity scoring.
Accurate sales forecasts—An organized sales pipeline helps keep sales forecasting consistent, based on consistent opportunity scoring and calculation of deal confidence levels. This creates strong historical data about deal success, ensuring accurate models and sales projections.
Sales pipeline software typically costs from $10 to $50 per user per month, depending on capabilities.
Sales Pipeline Products
Listings (1-25 of 44)
XANT (formerly InsideSales.com) Playbooks aims to help SDRs and AEs quickly build closeable pipeline, by helping salespeople get a hold of more of the right people. InsideSales.com uses their A.I.-platform called Neuralytics to target likely buyers combined with their cadence engine to help sales re…
Pipedrive is a customer relationship management (CRM) software built to help small teams to drive sales.
According to the vendor, LeadFuze allows you to find anyone’s contact information in your target market with unlimited access. LeadFuze aggregates the world’s professional data to continue to deliver the freshest leads to you. It's sales prospecting, automated!
Freshsales is an all-in-one sales CRM software with features like built-in phone and email, lead scoring, visual sales pipeline, reports and dashboards, automations, and mobile apps, ensuring that sales reps do not have to juggle between multiple tools to get the job done. According to the vendor, F…
InsightSquared Sales Analytics is a sales analytics and development platform that also supports demand generation analytics and SaaS reporting. It is designed for providing insights into sales processes, closing rates, pipeline and revenue forecasts, calculating KPIs, and market hiring processes.
Clari is a predictive sales analytics and sales forecasting solution from the company of the same name headquartered in Sunnyvale.
ConnectAndSell takes the problem of getting decision makers on the phone and makes it go away. A typical Sales Rep will have more sales conversations using ConnectAndSell in one hour than they would typically have in an entire week.
Zendesk Sell (formerly Base) is a CRM systems designed for salespeople who need to access via mobile devices. Base was founded in 2009 and acquired by Zendesk in 2018.
Pipeliner CRM is a sales enablement tool focusing on pipeline management, sales processes, and analytics designed to empower sales professionals. Pipeliner CRM provides an easy to follow, visual sales process, profiles, and charts, all of which aim to help users take the right actions with their buy…
Predictive Pipeline, available on the Salesforce AppExchange, keeps track of every change in the sales pipeline and predicts quota attainment with over 80% accuracy – on the first day of the quarter. It does this with Neuralytics, the XANT predictive engine. The product is based on C9 Predictive Sal…
Vtiger is a customer relationship management (CRM) solution with sales and marketing automation, project management, and inventory management capabilities.
Troops is a sales pipeline tool that uses artificial intelligence to enable users to configure Salesforce reports, set up notifications and alerts, and search for and edit Salesforce records from within Slack. Examples of companies using Troops include Square, Flexport, Looker, InVision, and HubSpot…
Sellsy is one integrated suite for sales management. Some key features include: CRM Pipelines, Invoicing, Time Tracking, HelpDesk, ERP, and POS.
Affinity (or Project Affinity) headquartered in San Francisco supplies pipeline automation with automatic data and file capture with deduplication, task reminders, sales team efficiency reporting, as well as the platform's machine learning collective intelligence engine for judging the relationship …
Datahug is a sales optimization solution that enables sales teams to increase sales velocity and reduce pipeline risk. The vendor says their solution gives sales managers deep visibility into the sales pipeline while reducing the burden on salespeople to update a CRM. The vendor’s value proposition…
According to the vendor, MoData is an AI-powered sales intelligence software that delivers: Hundreds of out-of-the-box Sales KPI charts/reports. Sales Forecasting Deal Scoring Pipeline Prediction Rep Quota TrackingTrack pipeline changes & Funnel progression. Account Based Sales & Tar…
TopOpps is a sales pipeline management and sales forcecasting solution. This solution provides pipeline visibility and a unified workflow for both inside and outside sales teams. The forecast tool is designed to give users an accurate representation of the sales pipeline in real time.
SalesforceIQ CRM is a sales management tool is no longer supported by Salesforce. It was designed to integrate with a sales team's email inboxes, automatically capture cross-platform interactions with customers, and analyze collected data to improve customer relationships. According to the vendor, …
Contalog is a sales order management app designed to help professionals in sales management. Some key features include: Catalog Management, Sales Order Management and Sales Performance Analysis.
Teamgate CRM is a cloud based intelligent sales CRM system for small and mid-size teams. The vendor says that the intelligent aspect of the system gives a salesman the most relevant reports and insights. The vendor also says that advice on every step not only allows users to always stay in tact wit…
Traditional sales prospecting is inefficient and tiring. Vainu aims to fix it by transforming disorganized open and big data into insightful leads. Vainu is a sales intelligence, prospecting and account insights platform which aims to help users discover actionable account insights, identify timely…
Salesdiver is a sales pipeline management mobile application from the small US company of the same name.
Small Canadian company Eligeo CRM offers Visual Sales Pipeline, a sales pipeline management application for SugarCRM.
SalesChoice Predictive Analytics Insight Engine helps cover the entire sales and AI journey end-to-end, en route to helping close more deals. The vendor states it helps users achieve 99% data completeness, track the impact of every change made in opportunities on their odds of winning, and match acc…