Sales Pipeline Software

Sales Pipeline Software Overview

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 management software is also another name for sales customer relationship management (CRM) systems. All of the pipeline tracking and prioritization activities happen within the salesperson’s CRM platform. Some examples of sales CRMs include Pipedrive, Close.io, Salesmate, and Freshworks CRM.


Other sales analytics tools like InsightSquared may ingest sales CRM data and help automate the process of pipeline management.

Top Rated Sales Pipeline Products

TrustRadius Top Rated for 2022

These products won a Top Rated award for having excellent customer satisfaction ratings. The list is based purely on reviews; there is no paid placement, and analyst opinions do not influence the rankings. Read more about the Top Rated criteria.

Sales Pipeline Software TrustMap

TrustMaps are two-dimensional charts that compare products based on trScore and research frequency by prospective buyers. Products must have 10 or more ratings to appear on this TrustMap.

Sales Pipeline Products

(1-25 of 65) Sorted by Most Reviews

The list of products below is based purely on reviews (sorted from most to least). There is no paid placement and analyst opinions do not influence their rankings. Here is our Promise to Buyers to ensure information on our site is reliable, useful, and worthy of your trust.

Insightly
Customer Verified
Top Rated

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.

Key Features

  • Customer data management / contact management (328)
    86%
    8.6
  • Task management (314)
    83%
    8.3
  • Integration with email client (e.g., Outlook or Gmail) (305)
    72%
    7.2
Zoho CRM
Customer Verified
Top Rated

Zoho CRM is a simple, very low-cost CRM option for the smaller end of the SMB segment. The product has several useful integrations with other products, including QuickBooks, and Google Apps and Google Docs. The product also has an integrated project management module.

Key Features

  • Custom fields (248)
    85%
    8.5
  • Customer data management / contact management (251)
    84%
    8.4
  • Workflow management (238)
    80%
    8.0
Keap
Customer Verified
Top Rated

Keap is a small business-focused, comprehensive sales and marketing platform which combines basic contact management, CRM, marketing automation, and e-commerce capabilities into a single, subscription-based SaaS product.

Key Features

  • List management (139)
    87%
    8.7
  • Lead nurturing (138)
    86%
    8.6
  • Email deliverability reporting (189)
    80%
    8.0
InsideSales Playbooks

InsideSales Playbooks (formerly XANT 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…

Pipedrive

Pipedrive is a customer relationship management (CRM) software built to help small teams to drive sales.

Key Features

  • Opportunity management (58)
    90%
    9.0
  • Pipeline visualization (61)
    86%
    8.6
  • Custom fields (57)
    73%
    7.3
Freshworks CRM

Freshworks CRM (formerly 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…

Key Features

  • Customer data management / contact management (53)
    81%
    8.1
  • Integration with email client (e.g., Outlook or Gmail) (52)
    73%
    7.3
  • Interaction tracking (52)
    72%
    7.2
monday sales CRM

monday sales CRM lets you control your entire sales funnel and close deals faster by automating manual work and streamlining sales activities from A-Z.

Key Features

  • Task management (35)
    85%
    8.5
  • Workflow management (36)
    83%
    8.3
  • Customer data management / contact management (36)
    80%
    8.0
Mediafly Intelligence360

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…

Salesmate

Salesmate is a single platform that helps create personalized experiences across marketing, sales, and service touchpoints across all channels – email, text, chat, web, calls, and eCommerce. It is designed to enable users to generate more leads, close more deals, and build lasting…

Key Features

  • Customer data management / contact management (38)
    94%
    9.4
  • Integration with email client (e.g., Outlook or Gmail) (39)
    93%
    9.3
  • Workflow management (38)
    91%
    9.1
Clari

Clari is a predictive sales analytics and sales forecasting solution from the company of the same name headquartered in Sunnyvale.

Pipeliner CRM

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…

Key Features

  • Forecasting (19)
    90%
    9.0
  • Task management (19)
    88%
    8.8
  • Lead management (19)
    87%
    8.7
Capsule CRM

Capsule is a CRM solution for businesses of up to 1,000 employees. The vendor boasts over 10,000 businesses globally as customers, who choose it as the platform to deliver success across their sales and customer facing teams. Capsule is presented as easy to use and quick to adopt.…

Key Features

  • Integration with email client (e.g., Outlook or Gmail) (14)
    88%
    8.8
  • Customer data management / contact management (15)
    84%
    8.4
  • Opportunity management (15)
    82%
    8.2
Zendesk Sell

Zendesk Sell (formerly Base CRM) is a CRM that aims to give reps access to integrated tools that provide the full context of a customer account. This keeps them in the loop and allows them to capitalize on opportunities. Zendesk Sell can be extended with Reach, a lead generation…

Key Features

  • Interaction tracking (15)
    71%
    7.1
  • Workflow management (15)
    65%
    6.5
  • Integration with email client (e.g., Outlook or Gmail) (15)
    64%
    6.4
Dooly.AI

Dooly is a sales enablement platform that collects information and insights essential to close business sales. Originally designed to make faster updates in Salesforce, Dooly has evolved into a connected workspace that integrates with several different CRM tools. Features include…

People.ai

People.ai is a revenue intelligence platform for go-to-market teams. The platform promises to help sales, marketing and customer success teams uncover every revenue opportunity from every customer. Customers include: Lyft, Gainsight, Tanium and Palo Alto Networks. People.ai helps…

Salesflare

Salesflare headquartered in Antwerp offers their small business intelligent CRM, providing automated event tracking and related features designed to aid the operations of SMBs.

Key Features

  • Customer data management / contact management (11)
    86%
    8.6
  • Workflow management (11)
    83%
    8.3
  • Opportunity management (11)
    81%
    8.1
InsideSales.com / XANT Predictive Pipeline (discontinued)

Predictive Pipeline kept track of every change in the sales pipeline and predicts quota attainment boasting 80% accuracy, with Neuralytics, the XANT predictive engine. The product was based on C9 Predictive Sales, owned and supported by XANT (formerly InsideSales.com) since May…

Vtiger

Vtiger is a customer relationship management (CRM) solution with sales and marketing automation, project management, and inventory management capabilities.

Key Features

  • Customer data management / contact management (8)
    100%
    10.0
  • Workflow management (8)
    100%
    10.0
  • Opportunity management (8)
    100%
    10.0
Bigin by Zoho CRM

Bigin is a pipeline-centric CRM that is built and priced for small and micro businesses. Coming from the family of Zoho's customer relationship platform, Bigin is designed to help small businesses move away from spreadsheets and legacy sales tools to manage their customer relationships.…

Key Features

  • Customer data management / contact management (7)
    85%
    8.5
  • Integration with email client (e.g., Outlook or Gmail) (7)
    78%
    7.8
  • Workflow management (7)
    76%
    7.6
Affinity

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…

Sellsy

Sellsy is one integrated suite for sales management. Some key features include: CRM Pipelines, Invoicing, Time Tracking, HelpDesk, ERP, and POS.

OnePageCRM

OnePageCRM aims to turn the complexity of a CRM into a simple to-do list. This action-focused CRM helps users interact with contacts by setting simple follow-up tasks.Just out of a promising sales call? Type the next action to "Send a quote", set a date, and move on to the next contact.…

Revenue Grid

Revenue Grid is an AI Guided Selling platform that nudges sales teams with step-by-step guidance towards actions that bring the best results, shows deals at risk, and prioritizes tactics with the greatest impact. Guided Selling is a new concept in B2B selling that focuses on the…

MoData

MoData is an AI-powered sales intelligence software that provides organizations with insights on all major sales metrics to help make data-driven business decisions. Key capabilities include pipeline analysis, sales forecasting, revenue analysis, and account based sales reports. The…

Korero

Korero is designed to be a one stop solution for Customer Relationship Management, Collaboration and Communication combined with Automation features to empower and make your sales team highly effective and productive. Primarily focused on the B2B and Small & Medium Enterprises…

Learn More About Sales Pipeline Software

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 management software is also another name for sales customer relationship management (CRM) systems. All of the pipeline tracking and prioritization activities happen within the salesperson’s CRM platform. Some examples of sales CRMs include Pipedrive, Close.io, Salesmate, and Freshworks CRM.


Other sales analytics tools like InsightSquared may ingest sales CRM data and help automate the process of pipeline management.

Sales Pipeline Software Features


Most sales pipeline management and CRM platforms will have the following features:


  • 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 and CRM 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 Comparison


Before investing in a sales pipeline or sales CRM platform, consider the following key factors:


  1. Feature complexity: Are you looking for a sales CRM platform with easy-to-use and simple features for your small sales team? Or do you need a sales pipeline and CRM software with more robust and advanced features? Some products are better suited for small and midsize teams than they are for enterprise organizations that may require more customized features or a more customized user interface.

  2. Ease of use: How friendly is the user interface of the software? Ease of use is critical, especially when it comes to getting your sales team to adopt new technology. Certain sales CRM software may be easier for your team to learn how to use than others. Some reps may already have experience using a specific sales pipeline software that will make it easier for them to start fully using the software.

  3. Integrations: Do the sales CRM platforms you are considering integrate with the other sales and marketing software your business is using? Make sure that the various streams of customer and lead data collected by other platforms you use can be easily funneled into your sales CRM platform.

  4. Price: How much are you looking to spend on a sales pipeline and CRM platform? Different vendors may have slightly different pricing models that make it easier or harder for the software to scale as your business grows. Some vendors also offer a free version of their sales CRM platform, which can be a great way to test out the product before purchasing it.

Pricing Information


Sales pipeline software typically costs from $10 to $50 per user per month, depending on the range of capabilities included. Some vendors like HubSpot, Agile CRM, and Zoho offer a free version of their CRM software.


Related Categories

Frequently Asked Questions

What does sales pipeline software do?

Sales pipeline software is essentially sales CRM software. It allows sales reps to track and store information about leads, open opportunities, and closed-won or lost deals. This allows them to view what stage of the sales cycle different opportunities are in and monitor their pipeline. More broadly, CRM software is a database that houses all types of customer and lead contact information and interaction histories.

Why use sales CRM software?

Using pipeline management or CRM software helps sales reps in a few key ways:

  • Manage leads and contacts
  • Better segmentation of customer and lead lists
  • Sales forecasting
  • Track sales opportunities and deals
  • View sales reporting dashboards
  • Help automate personalized outreach

They also help sales managers and leaders get a bird’s eye view of how their team sales team is performing as a whole. It can help answer critical questions like ‘how close are we to achieving our quota this quarter?’ and ‘what percentage of deals are currently in negotiation?’.

What is the best sales pipeline software?

According to end-user feedback on TrustRadius, some of the most popular sales pipeline and CRM software (based on the number of reviews they have) are:

How much does sales pipeline and CRM software cost?

Starting prices for ales pipeline and CRM software can cost between $10 - $50 per user per month. Higher-priced plans typically allow for a greater number of users or offer more advanced features. Some vendors also offer a free version of their sales CRM software. Examples include: