Sales pipeline software helps sales reps and/or sales managers track and manage individual sales opportunities as well as the distribution of all opportunities.
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.
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.
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.
InsideSales.com offers the industry's leading sales acceleration platform built on Neuralytics, a predictive and prescriptive self-learning engine that drives revenue growth by delivering an optimized experience for both salesperson and buyer. The platform fuels sales rep performance and provides...
Pipedrive is a customer relationship management (CRM) software built to help small teams to drive sales.
LeadFuze provides sales force automation and B2B lead generation software for founders, sales, and marketing teams. Marketing teams can use LeadFuze to add more top-of-funnel leads. For example, build a list of leads that you then use for custom audiences in paid advertising campaigns, use them...
The Freshworks Inc product family includes Freshdesk (Customer Support Software), Freshservice (IT Service Management Software), Freshsales (Sales CRM Software), Freshcaller (Call Center Software), Freshteam (Applicant Tracking Software), Freshchat (Customer Messaging Software) and Freshmarketer ...
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.
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.
InsideSales.com offers the industry's leading sales acceleration platform built on Neuralytics, a predictive and prescriptive self-learning engine that drives revenue growth by delivering an optimized experience for both salesperson and buyer. The platform fuels sales rep performance and provides...
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.
Vtiger is a customer relationship management (CRM) solution with sales and marketing automation, project management, and inventory management capabilities.
Pipeliner Sales Inc., provides Pipeliner CRM. This software uses unique visual tools to help salespeople interact with and improve their sales pipeline. Founded in 2007, Pipeliner Sales is headquartered in Los Angeles, California.
One of the world's leading providers of business software, SAP delivers products and services which help accelerate business innovation for its customers. The vendor believes that doing so will unleash growth and create significant new value – for their customers, SAP, and ultimately, entire indu...
Sellsy is one integrated suite for sales management. Some key features include: CRM Pipelines, Invoicing, Time Tracking, HelpDesk, ERP, and POS.
MoData's AI-powered sales intelligence software delivers: (a) 100s of out-of-the-box Sales KPI charts/reports. (b) Forecasting & Quota Tracking (c) Track pipeline changes & Funnel progression. (d) Account Based Sales & Target Account Engagement Tracking. (d) Pipeline Predi...
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 relationsh...
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.
Salesforce provides a customer success platform. The company's social and mobile cloud technologies include their flagship sales and CRM applications. The company was founded in 1999 and is headquartered in San Francisco, CA.
Troops, Inc. provides AI-powered sales pipeline tools that allow users to configure Salesforce reports, create notifications and alerts, and search for and edit Salesforce records from within Slack. The company was founded in 2015 and is based in New York, New York.
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 is an Inbound Sales CRM app that includes lead generation and sales management functions. According to the vendor, businesses will benefit from powerful insights, implemented SmartDialer and a wide API connection range.
Vainu.io offers a sales intelligence and prospecting tool.
Azurepath provides automated lead management and sales forecasting solutions.
Clinchpad is a customer relationship management (CRM) built to track deals and implement analytics for small teams.
Tracks is a sales pipeline management application from small UK company buildtracks.com.