15 Best Sales Pipeline Management Software And CRM To Improve Your Sales Process

Selling is tough, no doubt! But with external help, it does get easier.

Remember your first sales experience? You were excited and eager to increase your company’s numbers. But soon, reality hit, and you saw how challenging closing deals can be. Sometimes, it even feels impossible. 

• 40% of sales reps find it tougher to get replies from prospects than in previous years.
• 65% of B2B companies miss out on lead nurturing.

You’re not alone in this struggle. Millions of sales reps face the same challenges. But here is the catch!

Sales pipeline management tools can help you easily track your progress and stay on top of your leads. Pipeline tools assist with tasks like managing leads, predicting sales, and automating workflows.

I have curated a list of free and premium sales pipeline tools, from simple to complex, for you to explore. Find the one that best fits your business and sales needs!

15 Best Sales Pipeline Software We’ve Checked And Tested For You

Here are the 15 best pipeline tracking software to take your sales game to the next level!

Sales Pipeline Tools	Free Plan	Easy-To-Use	Enhanced Integration	Scalability	Compliant
GrowMeOrganic (Recommended)	✅	✅	✅	✅	✅
Salesforce	✅	❌	✅	✅	✅
Pipedrive	✅	✅	✅	✅	✅
Zoho	✅	✅	✅	✅	✅
Hubspot	✅	✅	✅	✅	✅
Salesflare	✅	✅	✅	✅	✅
Zixflow	✅	❌	✅	✅	✅
EngageBay	✅	✅	✅	✅	✅
Insightly	✅	❌	✅	✅	✅
Keap	✅	✅	❌	❌	✅
Lusha	✅	✅	✅	✅	✅
ActiveCampaign	✅	✅	✅	✅	✅
Zapier	✅	❌	✅	✅	✅
Nutshell	✅	✅	✅	✅	✅
SharpSpring	✅	✅	❌	✅	✅

GrowMeOrganic

G2 Rating – 4.7 / 5

Capterra – 4.2 / 5

GrowMeOrganic is cutting-edge sales software designed for growing teams. It’s easy to use, helping sales teams manage leads and customers efficiently. 

With automated lead scoring, detailed analytics, and customizable pipeline stages, it’s a comprehensive CRM solution. 

Create campaigns, nurture leads, and integrate seamlessly with tools like Salesforce and Zoho using GrowMeOrganic for a complete sales management solution.

Features –

• Lead Management—Stay on top of your business opportunities with our CRM! Track leads, contacts, and opportunities effectively, ensuring no sales opportunity slips away.

• Forecast Sales – GrowMeOrganic predicts sales more accurately, allowing you to stay ahead of market trends. It boosts decision-making and resource use.

• Lead Scoring – Automatic lead scoring helps salespeople focus on the most promising leads, ensuring they invest their time wisely in leads more likely to convert.

• Detailed Analytics – You can get custom reports with GrowMeOrganic to understand your performance and pinpoint strengths and weaknesses.

• Enhanced Integration – Our tool connects smoothly with Zapier and other popular software, making it easy to manage and sync data across different tools from one place. It simplifies data tasks and boosts workflow efficiency.

Pricing –

• The Starter plan costs $49/month.
• The Growth plan costs $99/month.
• The Pro plan costs $199/month. 

Salesforce

G2 Rating – 4.3 / 5

Capterra – 4.4 / 5

Salesforce CRM is a top-notch cloud service that assists businesses in boosting sales, enhancing marketing, and building better client relationships. 

It manages leads, analyzes data, creates custom reports, and organizes contacts. Integrated with Google Analytics, Twitter, and Zapier, Salesforce provides deep insights into customer needs.

Features –

• Follow every lead through each sales stage, improving visibility.
• Automate sales tasks from lead generation to follow-ups.
• Customize reports and dashboards in Salesforce to fit your unique sales processes. 

Pricing – 

• Paid plans begin at $25/month. 

Pipedrive

G2 Rating – 4.3 / 5

Capterra – 4.5 / 5

Pipedrive CRM simplifies managing sales pipelines for teams. It tracks leads, manages contacts, and analyzes performance with visual pipelines and task-scheduling features. 

Pipedrive supports automating sales processes and offers a mobile app for easy access. Pipedrive CRM boosts sales efficiency and team collaboration by centralizing contacts and streamlining tasks.

Features –

• See where your leads are with visuals. 
• Predict revenue in real-time. 
• Organize sales data effortlessly. 
• Tailor each sales stage to fit your needs.

Pricing – 

• The paid plan begins at $9.90/user per month. 

Zoho

G2 Rating – 4.1 / 5

Capterra – 4.3 / 5

Zoho CRM is a powerful platform integrating marketing, sales, and customer success. 

It helps businesses track leads, analyze sales pipelines, create charts, and predict future outcomes. Whether big or small, it offers customizable tools to fit different sales needs.

Features –

• Streamline key sales tasks like lead generation, assignment, and scoring.
• Tailor views, fields, and layouts to manage prospect details effectively.
• Custom reports for deep insights. 

Pricing – 

• Prices begin at $14 per user/month. 

Hubspot Sales Software

G2 Rating – 4.4 / 5

Capterra – 4.5 / 5

HubSpot is the way to go if you’re looking for a sales tool that tells you which actions make the most money. With its sales dashboard, you get updates on sales goals, team and individual performance insights, and trends in sales activity.

Plus, HubSpot shows you what brings in the most revenue so your sales team can close deals with potential clients at the perfect moment. 

And here’s the best part: no more manual data entry. Every new deal automatically updates your company and contact records.

Features –

• Streamline sales tasks to boost team productivity. 
• Track your sales progress instantly with real-time updates. 
• Monitor activities and key metrics to spot sales bottlenecks. 
• Has a built-in scheduler to arrange meetings and advance prospects. 

Pricing –

• Paid plan starts at $450/month. 

Natkovych on Reddit clearly states the difference between using Excel and Hubspot for managing the sales pipeline. Using the latter made it simpler to manage sales activities and predict ROI. So, what are you waiting for? Try now!

Salesflare

G2 Rating – 4.8 / 5

Capterra – 4.7 / 5

Spend less time managing data and emails with Salesflare’s CRM automation. Its tracking features include email tracking, automated reminders, live notifications, and more, ensuring you never miss a follow-up.

I found Saleflare’s shared communication feature promising. It helps share customer communication, allowing it to be addressed by the entire team. 

Features –

• Permission system to set what data your team members can access.
• Email sequences to prospect at scale.
• Notifies to follow up or respond to an email.
• Syncs call from your Android mobile phone to Salesflare.

Pricing –

• The paid plan begins at $39/month. 

Zixflow

G2 Rating – 4.9 / 5

Capterra – 4.6 / 5

Zixflow is a powerful sales pipeline management tool that makes the sales process smoother for you. It’s customizable, easy to use, and packed with features.

With Zixflow, you can effortlessly manage customer relationships, find and organize leads, track their progress, and close deals faster.

Features –

• Helps overview each sales task.
• Schedule calls, follow-ups, and syncs emails. 
• Powerful filters and drag-and-drop functionalities to manage leads.
• Offers robus analytics to see what’s working. 

Pricing –

• The paid plan begins at $19/month. 

EngageBay

G2 Rating – 4.6 / 5

Capterra -4.7 / 5

Engagebay unites your sales, marketing, and support. It can do much, from email marketing automation to contact management.

Besides, its affordable pricing ensures you don’t overspend. EngageBay integrates with top tools like Zapier, Mailgun, SendGrid, etc., for workflow efficiency.

Features –

• Offers live chat for personalized responses.
• Tracks deals and lets you customize them.
• Allows task creation with simple drag and drop.
• Custom dashboard highlighting KPIs.

Pricing – 

• Paid plans begin at $14.99/month.

Insightly CRM

G2 Rating – 4.2 / 5

Capterra – 4 / 5

Insightly offers a modern CRM for efficient growth. It offers pipeline management, lead tracking, opportunity management, workflow automation, and more for better relationship management.

It is easy to customize, powerful yet affordable. If you want to streamline your sales processes and enhance revenue, this can help.

Features –

• Offers real-time views on a lead’s status.
• Helps scale quickly with reminders, email sequences, and more.
• Gives advanced permissions so that the right people access the right data.
• Generates PDFs or email quotes instantly.

Pricing –

• Paid plan begins at $29/month. 

Keap

G2 Rating – 4.2 / 5

Capterra – 4.1 / 5

Keap is a small business CRM automation tool. Streamline your business with this easy, powerful, drag-and-drop automation solution. It simplifies customer follow-ups, employee onboarding, analytics, and more.

Keap also features a handy dashboard for a complete summary of all your leads. From real-time information about deal conversions to allocating tasks, this tool can do much for you. 

Features –

• Automate follow-ups, appointments, payments, and more.
• Evaluate campaign results and predict sales by sales stage, segment, and email interactions.
• Adjustable fields, tags, and pipelines for a custom experience.
• 24/7 support chat.

Pricing – 

• Paid plans begin at $299/month. 

Lusha

G2 Rating – 4.3 / 5

Capterra – 4 / 5

Lusha is another sales pipeline tool with lead enrichment and sales intelligence features. Use Lusha to send your contact lists to your favorite tools and enhance them with valuable data in just one click. 

Quickly score, route, and update your pipeline with precise information with Lusha. Its support for Twitter and Facebook prospecting makes it further promising.

Features –

• Offers job change alerts and filters to stay updated.
• Can onboard your team in less than 10 minutes.
• Lets you create email sequences.
• Helps find which sources get you the most leads. 

Pricing –

• Paid plan begins at $36/month.

ActiveCampaign

G2 Rating – 4.5 / 5 

Capterra – 4.6 / 5

ActiveCampaign’s AI-based automation suggests and personalizes your prospecting efforts. 

It lets you build different pipelines tailored to your client’s preferences, location, and sales stages. This feature helps you better understand and engage your target audience. ActiveCampaign seamlessly integrates with Microsoft, Shopify, Facebook, etc., simplifying workflows.

Features –

• Offers 900+ native integrations like Slack and Stripe. 
• Lead scoring to segment leads based on priority.
• Automated one-to-one email to connect with prospects at each touchpoint.
• Allows segmenting and nurturing leads. 

Pricing – 

• Paid plans start at $15/month. 

Zapier

G2 Rating – 4.5 / 5

Capterra – 4.7 / 5

Use tables, interfaces, and zaps to create complete sales solutions. With Zapier features like AI automation, lead management, marketing, and sales, you can save hours of time.

Over 2.2 million customers trust Zapier for its automation capabilities and so can you. From automating a simple task to an entire workflow, do it all with this tool.

Features –

• Can summarize sales calls using OpenAI.
• Lets you sync Hubspot contacts and Mailchimp subscribers.
• Builds automated workflows with actions and triggers across 7000+ apps. 
• Allows creating custom AI chatbots for lead nurturing, resolving issues, etc.

Pricing –

• Paid plans start at $29.99/month. 

Nutshell

G2 Rating – 4.3 / 5

Capterra – 4.3 / 5

Switching from spreadsheets or another CRM? Nutshell offers all essential CRM features plus extras to boost your business growth!

See the most updated information about your sales team’s interaction using Nutshell’s contact management features. With Nutshell, effortlessly see, handle, follow, and shift leads along your pipeline.

Features –

• Lets you perform email outreach on autopilot.
• Offers pinned notes to keep most key details on top.
• Four different views to see your pipeline – Map, list, chart, and board.
• Lead filters to view specific leads from different marketing channels.

Pricing – 

• Paid plan begins at $19/month. 

SharpSpring

G2 Rating – 4.6 / 5

Capterra – 4.4 / 5

SharpSpring is a full-funnel marketing + sales automation CRM tool. Its built-in CRM and rules engines register each customer interaction and help better understand buyer needs. 

SharpSpring also offers actionable insights on your sales and marketing initiatives for performance optimization.

Features –

• Enhanced tracking and analytics.
• Ready-made landing pages.
• Easy blog creation.
• Real-time marketing reports.

Pricing – 

• Paid plans start at $12/month. 

What Are The Benefits of Having a Software Sales Pipeline?

Sales pipelines help teams better manage the sales process, leading to stronger lead management and higher success rates. Here are some key benefits of using a pipeline sales tool.

• Improved Visibility – A sales pipeline is like a visual map of all the deals and potential customers at different sales stages. It helps sales reps stay on top and see where each opportunity is, ensuring nothing gets missed.

• Sales Optimization—Sales pipeline software solutions standardize sales processes. They offer a clear framework for salespeople to follow, guiding them through each step to close deals. This allows teams to spot problems and improve efficiency easily.

• Better Forecasting – Businesses can better predict revenue and sales performance by monitoring deals as they progress. This pipeline data helps teams estimate deals closing and forecast how many will convert within a certain period.

How to Choose the Right B2B Pipeline Software For Sales?

Selecting the right sales pipeline software for your business can be challenging. Here are some major considerations to help you make the right choice.

Business Needs	First, clearly understand your business needs. CRM systems vary in focus—some excel at lead management, collaboration, or automation.  Choose one that matches your requirements closely to avoid overpaying or wasting time on unnecessary features.
Integration & Scalability	Choose a CRM software that works well with your current tools and can scale as your business grows.  While a CRM might not always handle all your pipeline management alone, it can integrate smoothly with other tools and add-ons to enhance its capabilities. Support for third-party software integration can greatly improve how effective your CRM is.
Ease of Use	CRM learning should be easy, considering sales reps’ busy schedules.  Check if the CRM provider offers simple learning resources like video tutorials or online courses to help your team adapt smoothly.
Security & Compliance	Choose a sales pipeline platform that ensures strong data security and follows applicable regulations.  Safeguarding sensitive customer information is crucial, so look for features like encryption and compliance with data protection laws.
User Feedback	Check out what other users are saying about the CRM platform. Their experiences can help you understand how well the software works, how dependable it is, and whether users are satisfied overall.
Budget	Review if the CRM’s price matches what you expect to earn. Figure out what you can afford without giving up important features. Compare prices to find a good subscription plan. Consider free trials or freemium options if you’re on a tight budget.

Check out these suggestions from Oliver on finding the best CRM tool. As an experienced digital marketing manager, Oliver prioritizes CRM with easy setup, personalized approach, seamless integration, drag-and-drop functionality, etc. 

So, when looking for the right sales pipeline software, keep these on your checklist. 

We have all been there, making our way through finding the best sales tool. Pawel Kijko suggests asking these three questions to help you make an informed decision. 

Learn about your sales subject, needs, and purpose, and you’re good to go! You can try this, too, and find out if it works for you!

Still, looking for more reasons to get pipeline software? 

Check out Maid Dizdarevic’s viewpoint. From centralizing your customer information to reducing redundant manual work, it can be a valuable addition to your toolkit. 

Conclusion

With pipeline tracking software by your side, ensure a delayed response or missed follow-up does not lose a lead. Automate repetitive sales tasks with sales cadences, freeing up your team to focus on the more challenging and rewarding sales activities.

Remember, choosing the right tool is key!

Quickly customize the CRM platform to match your sales pipeline and workflows. Instantly see your sales status and track performance for real results.

Still not sure where to begin? No worries! Easily create your pipeline with GrowMeOrganic!

Schedule a demo call now to learn more!

FAQs – 

1. Is The Sales Pipeline The Same As A CRM? 

No, the sales pipeline is a part of CRM software. It visually represents sales stages and deals, while CRM encompasses broader customer relationship management tools beyond just sales pipelines.

2. What Is The Sales Pipeline In B2B? 

The sales pipeline in B2B refers to the stages a potential customer goes through before making a purchase, from initial contact to closing the deal. It helps track and manage the sales process effectively.

3. What Is A Sales CRM System? 

A Sales CRM system is a tool that helps businesses manage customer relationships and sales processes. It typically tracks interactions, stores customer data, and automates tasks to streamline sales efforts.

4. What Are The Five Stages Of A Sales Pipeline?

The five stages of a sales pipeline typically include: 

1. Prospecting (Finding Potential Customers)
2. Qualifying (Determining If Leads Are Likely To Convert)
3. Needs Assessment (Understanding Customer Requirements)
4. Presenting (Offering Solutions) 
5. Closing (Finalizing The Sale

5. What Is KPI In The Sales Pipeline? 

KPI in the sales pipeline refers to Key Performance Indicators used to measure and track the effectiveness of sales activities. They optimize performance by assessing metrics like conversion rates, lead generation, and sales velocity.

6. How Do You Create A Good Sales Pipeline? 

To create a good sales pipeline, start by defining clear stages for leads, qualifying prospects thoroughly, utilizing CRM tools for tracking, and regularly analyzing and optimizing your process for efficiency and effectiveness.

7. Is A Sales Funnel The Same As A Pipeline? 

No, a sales funnel and a pipeline are not the same. A sales funnel represents the entire journey a prospect takes from awareness to purchase, while a pipeline specifically tracks the stages of deals in progress toward closing.

8. What Is Pipeline Management In CRM? 

Pipeline management in CRM refers to visualizing and optimizing the stages through which potential customers move, from initial contact to closing a sale. It helps businesses track and manage interactions, prioritize leads, and forecast sales. 

About Post Author