Sales Pipeline Software

TrustRadius Top Rated for 2023

Top Rated Products

(1-5 of 5)

1
monday sales CRM

monday sales CRM provides control over the entire sales funnel and helps users close deals faster by automating manual work and streamlining sales activities from A-Z.

2
Insightly

Insightly is presented as a modern, affordable CRM that is easy to use, simple to customize, and that scales with companies as they grow, designed to solve common pain points that legacy CRMs can't. Available in any vertical, Insightly CRM customers can add companion products for…

3
Zoho CRM

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.

4
Clari

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

5
Keap

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.

All Products

(26-50 of 69)

26
Xactly Forecasting

Xactly Forecasting enables users to tackle the toughest pipeline challenges and deliver the results that matter to everyone from the CRO to Finance. Xactly Forecasting helps to improve sales and revenue forecasting accuracy using artificial intelligence (AI) and machine learning…

27
Altify

Upland Altify helps revenue teams grow and retain revenue in their key accounts through technology-led account-based selling best practices and tools. Upland Altify combines technology, strategy, and best practices to enhance account planning, opportunity management, as well as…

28
Playbook AI

Playbook AI enables revenue teams orchestrate & execute sales playbooks that build more pipeline.

29
Contalog (discontinued)

Contalog was 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. It has been discontinued, and is no longer available.

30
Azurepath

Azurepath is designed to automate lead management and performance tracking for insightful business growth. According to the vendor, Azurepath is remarkably easy to use and suitable for any sized business selling any kind of product or service. Visual lead queues for individuals and…

31
CoPilot

CoPilot is a Sales Automation platform from the makers of Autopilot. Features include the the capabilities to engage and nurture prospects with personalized email drip campaigns, automate follow up emails to reduce time spent prospecting, measure performance in real-time, and interface…

32
Vainu

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,…

33
noCRM.io

noCRM.io is lead management software that is designed to help salespeople track and close deals efficiently. This software helps salespeople capture information from several sources including spreadsheets, a contact form, or a business card. The vendor says their sales software…

34
Hero, by Vivun

Hero, by Vivun is an AI-powered presales workflow tool designed to improve forecast accuracy by leveraging the technical conscience of every deal, and find revenue by reviving dormant opportunities. Vivun’s web app, mobile apps, and browser extensions are designed to help team members…

35
BoostUp

BoostUp is a Revenue Operations and Intelligence Platform from the company of that name in Santa Clara, designed to drive predictable revenue, 95% or greater forecast accuracy, unified data, and actionable risk insights for a company's pipeline, opportunities, accounts, and renewals.…

36
Kreato CRM
0 reviews

Kreato CRM is an AI in-built intelligent CRM platform for Sales, supporting small & medium business to grow sales. With Kreato sales CRM platform which has AI backed intelligent systems built around the sales process, with cognitive capabilities designed to help sales team to…

37
NEO.IQ
0 reviews

NEO.iQ is a cloud-based sales tool that brings together the entire pipeline of offers for all sales channels, and with monitoring, optimises the process until successful completion. With it, open offers are continuously monitored and routed to the ideal channel for the follow-up.…

38
Amwork
0 reviews

Amwork is a platform that provides businesses with a builder to create a workspace that streamlines their business processes. The company's builder is designed to enable businesses to create custom workspaces with modules such as CRM, project management, HR, and everything concerning…

39
Goals.com
0 reviews

Goals.com is a sales enablement platform with software that helps to boost sales and make sales teams more efficient and productive. Overview With adashboard that tracks sales teams and includes detailed widgets to monitor and evaluate specific sales representatives, Goals.com…

40
Clientjoy
0 reviews

Clientjoy is a crm to manage Sales Pipeline, Clients, Appointments, Mailbox, Create Proposals, Contracts, Invoices, collect Payments & run Email Sequences, combining 8 tools in one. Clientjoy CRM is designed & developed keeping small & medium businesses, typically agencies…

41
Attio
0 reviews

Attio is a cloud-based CRM (customer relationship management platform) built on real-time data. It is designed to help users track deals, processes, and workflows while providing useful relationship and communications intelligence. Attio is a customizable, real-time web app and mobile…

42
Varicent Lead to Revenue

Varicent Lead to Revenue (formerly FunnelCake, acquired October 2020) is a Revenue Operations Platform designed to help customers drive growth across sales, marketing, and customer success. From lead to revenue, Varicent Lead to Revenue aims to enhance the CRM ecosystem to improve…

43
Management Finder

Management Finder is a list building automation software built for B2B businesses. If you have a list of Companies to target, Management Finder tool helps you find key company executives and helps Sales, Marketing and Lead Generation teams build customized decision maker lists with…

44
Metasphere Hotel Sales Software

Metasphere's Hotel Sales Software is a cloud-based hotel sales software that helps hoteliers get the most out of their sales team. The solution boasts a user-friendly interface and is modeled after the traditional hotel sales and lead management to help convert leads into sales. With…

45
SimpleCRM
0 reviews

SimpleCRM is a tool designed to simplify sales operations and improve efficiency. The vendor presents their Sales CRM as a technology that enables users to close more deals, increase sales, and improve forecast accuracy.SimpleCRM Includes:Sales & Marketing - Expand market reach,…

46
edge CRM
0 reviews

edge CRM is a cloud-based, customizable customer relationship management solution designed to help businesses automate and manage operations for sales, service and support teams. The artificial intelligence-based platform enables enterprises to forecast customer trends and use real-…

47
SalesChoice Predictive Insights Engine

SalesChoice product provides end-to-end sales insights to overcome revenue uncertainty and sales inefficiency: SalesChoice insights aim to enable users to see the future as well as the true state and history of revenue operations. The vendor describes its benefits:Recognize and…

48
ASPEC Mobile
0 reviews

ASPEC Mobile is a sales pipeline management application from Canadian company SalesWays.

49
Razpo
0 reviews

Razpo is a sales pipeline management application developed by FFWD Labs.

50
SmartFunnel
0 reviews

SmartFunnel is software for managing the sales pipeline, with revenue forecasting, from small Canadian company Momenta Systems (aka SmartFunnel.com).

Sales Pipeline Software TrustMap

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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.


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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: