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The Very Best Sales Management Software in 2024

Last Updated -
September 1, 2024 18:01
Written by -
Alec Chambers

In today's competitive market, effective sales management can make or break your business.

For many small to medium-sized enterprises, the challenge lies in finding the right tools that fit their needs and budget. High-end solutions often come with a steep learning curve and hefty price tags, which are not always feasible for smaller teams.

That's where the best sales management software for 2024 comes into play: these platforms provide robust capabilities that are both affordable and user-friendly.

You don't need to have extensive technical knowledge to get started—these tools are designed to streamline your sales processes and boost productivity effortlessly. With intuitive interfaces and smart automation, managing your sales pipeline has never been simpler.

I delved deeply into various sales management solutions, putting them through rigorous testing. Here, I present the crème de la crème, the top software that stood out and will undoubtedly elevate your sales operations in 2024.

Pipedrive - Empowering Sales Teams with Streamlined CRM Solutions

Pipedrive is a comprehensive Sales CRM and pipeline management software designed specifically for sales teams. Founded in 2010, Pipedrive was developed from the salesperson's point of view, making it a unique tool in the CRM landscape. Trusted by over 100,000 companies across 179 countries, Pipedrive streamlines sales processes for businesses of all sizes. Headquartered in New York, with offices in Europe and the US, it is backed by prominent venture capital firms, ensuring robust support and continuous innovation.

Pipedrive's core features include visual sales pipeline management, where users can visualize their sales process using a kanban-style dashboard and easily manage deals through customizable stages. Automation tools such as AI-powered prompts, task automation, and custom automations are designed to focus efforts on the right leads and streamline repetitive tasks. Data import and management is simplified through bulk import from spreadsheets, a list view for bulk editing, and custom fields for tailored information capture.

In terms of communication, Pipedrive offers two-way email sync, pre-designed and custom email templates, and group email functionalities. Insights are easily generated through real-time reports and customizable dashboards, allowing for detailed tracking of individual, team, and company-wide goals. Integrations with over 250 services ensure seamless connectivity with other tools, enhancing overall workflow efficiency. Security is top-notch with AES-256 encryption and full SOC 2 compliance, and mobile apps for both Android and iOS ensure data accessibility on the go.

Additional features include AI-powered personalized tips and decision-making tools, the Campaigns by Pipedrive email marketing tool, and team monitoring capabilities. Pipedrive standardizes and centralizes customer data, streamlines workflows, and scales with your business, making it a reliable choice for enhancing sales efficiency.

Benefits

  • Streamlines sales process visualization and management.
  • Elevates communication and relationship management.
  • Saves time on task automation and data management.

Simplified pricing info.

Visit the Pipedrive website to explore their range of pricing plans or contact their sales team for personalized quotes.
Pipedrive offers a free trial allowing users to test its features without needing to enter credit card details. The trial provides access to core functionalities to assess if Pipedrive meets your business needs.
Pricing varies based on the specific plan chosen and the size of your sales team, making it suitable for businesses of all sizes, from small teams to large organizations. Detailed pricing is unlocked upon starting the free trial or through consultation with the sales team.
Flexible plans that scale with your business growth, ensuring you can upgrade and unlock more capabilities as your sales needs evolve.

HubSpot - Unleash the Power of AI for Customer Relations

HubSpot CRM (Customer Relationship Management), Introducing HubSpot, a leading CRM solution chosen by over 216,000 customers across 135 countries. HubSpot is an AI-powered platform that encompasses a comprehensive suite of tools and resources aimed at revolutionizing how businesses connect with their customers. The platform includes Marketing, Sales, Customer Service, Content, Operations, and Commerce Hubs, allowing businesses to manage all aspects of their customer interactions in one place. HubSpot’s standout features are its robust AI-powered tools that enhance various segments such as marketing, sales, and customer service.

The platform offers AI-powered marketing software to generate leads and automate marketing processes, sales software to build pipelines and close deals, and customer service software to scale support and drive retention. Additionally, HubSpot includes content marketing tools for efficient content management and operations software to manage data effectively.

Benefits

  • AI-Powered Customer Platform: Integrates all essential workflows from marketing, sales, and customer service into a cohesive system, enhancing overall business performance.
  • Easy to Use CRM: Designed with simplicity in mind, helping businesses efficiently find and engage prospects, launch automated campaigns, and drive revenue.
  • Tailored Solutions: Offers a wide range of tools suitable for all business sizes, from free basic options to comprehensive premium packages.
  • Extensive Integrations: Boasts over 1,500 integrations to connect with your favorite apps and web services seamlessly.
  • 24/7 Support and Services: Provides robust support, from onboarding to free courses and certifications, ensuring users are well-supported.

Simplified Pricing Info

  • Free Plan: Includes basic tools for marketing, sales, service, content, operations, and commerce with limited features and integrations.
  • Professional Plan: Starts at $800/month for 2,000 marketing contacts. Additional seats start at $45/month. Professional Onboarding fee of $3,000 required.
  • Enterprise Plan: Starts at $3,600/month for 10,000 marketing contacts. Additional seats start at $75/month. Enterprise Onboarding fee of $7,000 required.
  • Special Discounts: Available for startups and nonprofits upon eligibility verification.

Choose HubSpot to streamline your CRM process, elevate the quality of your customer interactions, and save valuable time with automated and AI-enhanced tools.

Freshworks - Enhance Customer and IT Service Management

Freshworks is a cloud-based software-as-a-service (SaaS) company offering a suite of tools designed to enhance customer service, IT service management, and sales operations. Founded in 2010 by Girish Mathrubootham and Shan Krishnasamy in Chennai, India, the company rebranded from Freshdesk to Freshworks Inc. in 2017. Now headquartered in San Mateo, California, Freshworks serves over 60,000 business clients worldwide, including more than 51,000 small and medium-sized enterprises, making it a reliable partner for businesses seeking to optimize their service and sales functions.

The Freskhworks product suite includes: - Freshdesk: A customer service platform that manages inquiries across email, chat, phone, and social media with ticketing, a knowledge base, and reporting tools. - Freshservice: An IT service management solution for incident, problem, change, and asset management with an intuitive interface. - Freshchat: A customer engagement tool for meaningful conversations across messaging apps, websites, and mobile apps, featuring chatbots and analytics. - Freshsales: CRM software for managing leads, contacts, accounts, and deals, including sales automation and pipeline management. - Freshmarketer: A marketing automation platform for customer engagement through email marketing, lead scoring, and A/B testing. - Customer Service Suite: Combines self-service, conversational support, and ticketing into a seamless platform enhanced by generative AI.

Key Features Include:

  • Advanced AI Integration: Freddy AI automates tasks and provides insights.
  • Omnichannel Support: Manage customer interactions through their preferred channels.
  • Automation Capabilities: Streamline processes across sales, IT, and customer service.
  • Analytics and Reporting: Gain valuable insights for business decisions.
  • Seamless Integration: Connect with other business tools, like DocuSign.

Benefits Include:

  • Streamlines customer service and IT management.
  • Elevates customer interaction quality.
  • Saves time on task automation.

Freshworks offers a 14-day free trial and custom-tailored pricing available upon request. Request a demo for personalized pricing information. With its user-friendly design and robust features, Freshworks continues to be recognized in industry reports and is poised for significant growth.

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https://www.close.com/?utm_source=toolsforhumans

Close CRM - Streamlined Sales Management

Close CRM enhances sales communication and management. Close CRM is an all-in-one sales communication platform specifically designed for startups and small to medium-sized businesses (SMBs). It focuses on speed and user-friendly interfaces, allowing sales teams to work more efficiently. The platform seamlessly integrates essential tools such as phone calls, emails, follow-up management, and pipeline tracking into one place, eliminating the need for multiple tools and ensuring straightforward sales communication. Close excels in handling administrative tasks through automation. It tracks emails, records calls, and sets follow-up reminders, enabling sales teams to focus on closing deals.

Customizable fields and tailored workflows emphasize its adaptability to specific business needs. Furthermore, it integrates seamlessly with other tools, enhancing overall productivity. Known for its flexible and customer-focused pricing, Close supports startups and small businesses without the constraints of external investors. It offers free data migrations and excellent customer support to ensure a smooth onboarding process and continuous assistance. Its robust infrastructure utilizes advanced technologies like Python Flask, React, WebSockets, and ChatGPT integration, providing real-time updates and sophisticated data analysis.

Designed to support growth-oriented small businesses and startups, Close offers continuous updates and an array of resources, including the Ultimate Sales Resource Bundle, to bolster sales strategies. Though specific pricing details aren't listed, Close offers flexible and transparent options, encouraging potential customers to reach out for personalized quotes. With its powerful combination of tools, automation, and customization, Close CRM stands out as an ideal solution for SMBs aiming to streamline their sales processes efficiently.

Benefits

  • User-Friendly Interface: Close CRM has an intuitive and easy-to-navigate interface, designed to help sales teams work faster and more efficiently without extensive technical knowledge.
  • All-in-One Platform: It eliminates the need for multiple tools by integrating phone calls, emails, follow-ups, and pipeline tracking in a single streamlined platform.
  • Automated Admin Work: Sales teams can focus on closing deals as Close automates email tracking, call logs, and follow-up reminders, reducing the administrative burden.
  • Seamless Integrations: The platform integrates easily with other tools in your sales stack, ensuring a cohesive workflow and accessibility to necessary resources.
  • Custom Fields and Workflows: Users can tailor the platform to specific business needs using customizable fields and workflows.
  • Bootstrapped and Customer-Focused: As a bootstrapped company, Close offers flexible and transparent pricing, focusing solely on customer needs without investor pressures.
  • Free Data Migrations and Support: Close provides free data migrations and excellent support for a smooth transition and ongoing assistance.
  • Advanced Backend and Frontend: Built using Python Flask, MongoDB, and React, the infrastructure ensures performance, reliability, and real-time updates using WebSockets and WebRTC.
  • ChatGPT Integration: The integration of GPT-4 capabilities allows users to build lead lists, summarize relationships, and perform advanced data analysis directly within the CRM.

Simplified Pricing Info

  • Close CRM has flexible pricing designed to accommodate the needs of small businesses and to scale as they grow.
  • Exact pricing in dollars isn't provided on the website; potential users are encouraged to contact Close for detailed pricing information or to obtain a quote.
  • Close offers a value guarantee—if customers do not find value in the first month, they will be refunded, no questions asked.
  • Additional services include free data migrations, outstanding support, and affordable professional services. While these are part of the overall value proposition, specific costs are not specified.

Close CRM's comprehensive suite of sales tools, automation capabilities, and customizability make it a superior choice for SMBs looking to enhance their sales efficiency and close more deals.

Salesflare: Your Automated Sales Assistant

Salesflare is a CRM tool tailored for small and medium-sized businesses, especially those engaged in B2B sales. Its intuitive interface and automation capabilities make managing contacts and sales pipelines seamless, turning your email inbox and calendar into an efficient, automated address book.

With Salesflare, you gain access to automated interaction tracking that captures every touchpoint with leads into detailed timelines. The tool works smoothly with Gmail, Microsoft 365, Exchange, and iCloud, ensuring your communications are organized and easy to access. Salesflare also offers visual sales pipelines, complete with drag-and-drop functionality and reminders, helping you manage leads more effectively and never miss a follow-up.

Team collaboration is at the core of Salesflare, centralizing communications and interactions with customers in one place. It provides relationship insights to boost client connections and includes advanced email management features such as reusable templates and email tracking. Salesflare’s mobile sync feature also logs calls and makes the tool accessible across multiple devices, including desktop, and as a sidebar in your email inbox.

Salesflare supports more than 5,000 integrations with tools like Google Apps, MailChimp, Trello, and Slack, and offers LinkedIn integration for hassle-free lead management. Celebrated for its ability to transform complexity into simplicity, Salesflare significantly enhances sales productivity for startups and small to medium-sized businesses. It has been featured on Product Hunt, AppSumo, TechCrunch, and Entrepreneur.com, and offers a free trial for businesses to explore its benefits firsthand.

Benefits

  • Automation and Data Enrichment: Converts your email inbox and calendar into an automated address book, enriched with data from public sources and email signatures.
  • Interaction Tracking: Automated timelines capture all interactions with leads and integrate with major email platforms like Gmail and Microsoft 365.
  • Sales Pipeline Management: Provides clear visual pipelines for lead management, with drag-and-drop functionality and follow-up reminders.
  • Communication and Collaboration: Centralizes team communication with customers, offering relationship insights.
  • Email and Template Management: Includes reusable email templates, email tracking, and insights on email engagement.
  • Mobile and Call Integration: Syncs calls and logs them automatically, accessible via desktop and mobile.
  • Integration with Other Tools: Integrates with over 5,000 tools including Google Apps, MailChimp, Trello, and LinkedIn.

Simplified Pricing Info

Salesflare offers a free trial for users to explore its features without commitment. Specific pricing details are available upon request through the Salesflare website or by downloading their pricing guide. Subscription costs may vary based on business size and specific needs, with tailored plans available for startups and small to medium-sized businesses. Detailed pricing information can be obtained by reaching out directly to Salesflare for a quote.

Benefits of the Sales Management Software

  • Enhanced Productivity: Streamline sales processesAutomate routine tasksImprove workflow efficiency
  • Comprehensive Analytics and Reporting: Real-time data trackingCustomizable reportsActionable insights and trends
  • Improved Customer Relationship Management (CRM): Centralized customer dataTrack customer interactionsPersonalized customer experiences
  • Seamless Integration: Sync with other business tools (ERP, marketing automation, etc.)Unified data across platformsReduced manual data entry
  • Increased Sales Forecast Accuracy: Advanced forecasting toolsData-driven sales predictionsBetter resource allocation
  • Efficient Lead Management: Lead scoring and prioritizationAutomated nurturing campaignsImproved conversion rates
  • Scalability: Adaptable to growing businessesFlexible pricing plansCustomizable features to match evolving needs
  • Enhanced Collaboration: Team communication toolsShared access to sales dataCollaborative deal management
  • Mobile Accessibility: Access sales data on the goMobile apps for iOS and AndroidMaintain productivity from anywhere
  • Improved Customer Retention: Better tracking of customer feedbackTimely follow-ups and supportComprehensive service management
  • Cost Efficiency: Reduce operational costsMinimize errors and redundanciesHigh ROI on software investment
  • User-Friendly Interface: Easy to navigateShort learning curveEnhanced user experience
  • Enhanced Security: Secure data storageRegular updates and patchesCompliance with industry standards

Frequently Asked Questions (FAQ)

Q1: What is sales management software?

A: Sales management software is a digital tool designed to help businesses streamline and optimize their sales processes. It typically includes functionalities such as customer relationship management (CRM), sales forecasting, lead management, performance analytics, and automated workflows to enhance the efficiency and effectiveness of sales teams.

Q2: How does sales management software benefit my business?

A: Sales management software offers numerous benefits, including improved organization of customer data, better sales forecasting, enhanced communication within sales teams, efficient lead management, detailed analytics for performance tracking, and automation of repetitive tasks. These features collectively help in closing more deals and increasing revenue.

Q3: What should I look for in sales management software?

A: When choosing sales management software, consider features such as CRM integration, ease of use, customization options, scalability, mobile access, analytics and reporting capabilities, automation features, and customer support. It's also important to ensure the software integrates seamlessly with other tools your business uses.

Q4: How does sales management software help with customer relationship management?

A: Sales management software often includes built-in CRM functionality, which helps in managing and analyzing customer interactions and data throughout the customer lifecycle. This improves customer retention, upselling opportunities, and overall customer satisfaction by providing a 360-degree view of customer information.

Q5: Can I use sales management software for small businesses?

A: Absolutely. Sales management software is highly scalable, making it suitable for businesses of all sizes. Many software providers offer tailored solutions for small and medium-sized businesses (SMBs), often with tiered pricing plans to accommodate different budget levels.

Q6: How do I ensure data security in sales management software?

A: To ensure data security, opt for software that offers robust security measures such as encryption, secure user authentication, regular software updates, and compliance with data protection regulations like GDPR. Additionally, look for providers that offer detailed privacy policies and security certificates.

Q7: Is sales management software customizable?

A: Most sales management software solutions offer a degree of customization to meet the unique needs of different businesses. This can include customizable dashboards, reports, workflows, and field settings. Customization ensures that the software can adapt to your specific sales processes and requirements.

Q8: How does sales management software integrate with other tools?

A: Sales management software often integrates with a variety of other business tools such as email platforms, calendar applications, marketing automation software, accounting systems, and e-commerce platforms. This integration helps in creating a seamless workflow and ensures all parts of your business are aligned.

Q9: What are some popular sales management software options in 2024?

A: Some popular sales management software options for 2024 include Salesforce, HubSpot Sales, Zoho CRM, Pipedrive, Freshsales, and Monday Sales CRM. Each of these offers unique features and benefits, so it's important to evaluate them based on your specific business needs.

Q10: How can I evaluate the effectiveness of sales management software for my business?

A: To evaluate the effectiveness of sales management software, consider tracking key performance indicators (KPIs) such as sales growth, lead conversion rates, sales cycle length, customer acquisition costs, and overall ROI. Regularly reviewing these metrics will help you determine whether the software is meeting your business objectives.

Q11: What kind of support is typically offered with sales management software?

A: Support typically includes resources such as online documentation, tutorials, customer service through email or chat, and sometimes phone support. Many providers also offer onboarding assistance and training sessions to help your team get up to speed quickly. Check what support options are available before choosing a software provider.

Q12: Can I try sales management software before committing?

A: Many sales management software providers offer free trials or limited-free versions of their platforms. This allows you to test the software's features, usability, and effectiveness in addressing your business needs before making a financial commitment. Make sure to take advantage of these offers to find the best fit for your business.

These FAQs should help you gain a broader understanding of sales management software and make an informed decision for your business in 2024. If you have more specific questions, feel free to reach out to the software providers directly or consult with a sales technology expert.

Written by Alec Chambers

Hi! I'm the creator behind ToolsForHumans. My journey, ignited by an obsession with ChatGPT after witnessing the practical applications of the tool, quickly expanded to include the launch of this site and a deep dive into more than 90 AI apps.

Over the past 8 months, I've been diligently crafting use cases and producing tutorial videos with the goal of demystifying AI and making it accessible to everyone. Alongside this, I've assembled specialized business toolkits, carefully selecting the best tools specifically tailored to various professions and industries.

Feel free to connect with me on LinkedIn, and if you're feeling particularly generous, giving our company page a follow. I'm always up for a chat!