12 Best Sales Pipeline Software for Growing Teams in 2024

avoid hours of research and use Pipedrive’s social data to help you qualify and segment leads. You’ll know which leads to prioritize while warming the rest using automated email templates included in this sales pipeline software.

enjoy full pipeline visibility to understand your deals’ progress. You can customize this pipeline solution as you see fit, turn individual features on or off, see where deals are getting stuck, and quickly identify areas of improvement.

build custom web forms using the drag-and-drop functionality and either share or embed them on your website. You can add pre-qualifying questions, manage more leads using the Leads Inbox, filter them, and trigger lead nurturing activities for all your potential buyers.

boost your sales performance by automating manual work. Get recommendations on the features and integrations you need to succeed, reminders of upcoming activities, progress updates, and notifications on account changes.

get the full context of your sales pipeline data and measure performance using popular or custom metrics. You can generate accurate forecasts, track sales funnel conversion rates, customize reports, create charts, and share live dashboards.

increase your productivity using existing recipes or create your own no-code automations. You can trigger tasks such as sending emails and assigning leads, auto-sync with other apps and automate repetitive tasks and tedious manual data entry.

you can tweak this sales pipeline software to create sales pipelines that reflect any sales process. You can tweak settings, create pipeline stages and move them around, add deals and drag and drop them from one stage to another, add an unlimited number of columns, and monitor everything from a single place.

import leads from Excel and app integrations into the CRM platform or generate them by building customizable web forms using drag and drop functionality. Users can create custom criteria to automatically score and qualify leads and track nurturing using logged activities such as phone calls and notes.

manage everything from contact data to collections from your clients. You can manage duplicate records, log email communications, auto-fill leads’ data into email templates, and get notified of email opens and replies.

identify the sales operations needs of your company and manage sales hiring and training. You can define close probability, conduct sales forecasting, set goals, and track performance by individual sales team members.

create and manage custom sales pipelines and use AI to predict deal success. This sales pipeline software can also conduct sales forecasting, set up price discounts and taxes, create weighted pipelines, define sales goals, assign deals to reps, and monitor multiple pipelines.

use the built-in phone to make calls with options for call recording, transcription, and transfer. This sales software enables you to exploit sales opportunities by engaging website visitors, resolving issues through chat, launching email, SMS, and WhatsApp campaigns, and personalizing your outreach based on behavioral cues.

get AI-based assistance in determining the next best action for your sales tasks. Freddy auto-scores your leads, handles task management and appointments, sends auto-replies, and enables you to create custom bots for lead nurturing.

automate lead engagement, avoid manual data entry and auto-assign leads to reps based on availability, expertise, and other criteria. This sales pipeline software automatically enriches your contact data and allows you to create advanced workflows using nested conditions.

track individual and team performance, identify sales pipeline bottlenecks, analyze sales funnel conversions, and schedule report generation. Users can also monitor their sales cycle and customize dashboards and charts to track the sales goals of the company.

track more leads and get notified of subsequent website visits to enable timely follow-up. The HubSpot sales pipeline software will log every prospect activity, filter leads data to create segments, and use insights to craft relevant and engaging messages.

enrich contact data using company details from HubSpot’s 20M+ business records. You can engage prospects and customers using calls, set up meetings, and take notes from a single screen.

create shareable email templates and start tracking email opens and link clicks to understand campaign performance. Check the activity stream for insight into lead engagement and determine how to optimize the campaigns you run on the platform.

create sales pipelines and let reps customize them as they wish. You can handle sales forecasting and score deals using HubSpot’s predictive scoring or create custom deal scoring criteria to know which deals to prioritize.

analyze your data and put together multiple reports to create up to 300 dashboards. Users can use sales dashboard templates, set access permissions, share reports with other sales team members, and integrate HubSpot with other reporting tools.

create dedicated sales funnels for qualifying leads and get contact data enriched for relevant messaging. You can also track leads through different touchpoints and nurture them using automated follow-ups.

the Keap sales pipeline software gives you a free virtual phone number to add to your smartphone and engage customers on the go. You can set voicemail options, snooze calls, auto-reply messages, and send individual or group text messages, all while keeping your personal and company communications separate.

use advanced automations to boost productivity and automate text and email follow-ups. Users can set payment reminders, guide new leads into booking appointments, and integrate with 4,000+ apps to trigger more automations.

get the ability to segment your leads based on custom criteria and clients’ behavior. Choose from different email templates, conduct A/B testing and engage leads and paying customers to close deals and drive repeat purchases.

analyze your sales pipeline data to understand lead engagement, sales funnel conversion rate and periodic performance. Users can customize dashboards, filter reports, identify trends, and use the Graphly integration for advanced reporting.

use this pipeline software to generate leads and segment them for nurturing through calls, SMS, chat, and video. You can also create sales pipelines for different products or services, update or delete deals in batch, and monitor deal progress via mobile.

improve efficiency by working with your team from the same inbox. Use @mentions to tag team members, leverage communication history to optimize your emails, and categorize emails using color codes.

measure deal progress, sales funnel conversion rate, marketing ROI, and other key metrics, and track your progress towards achieving your sales goals. You can also filter sales statistics reports and customize them according to your needs

sort new contacts using tags, review the activity timeline, send bulk messages, and track customer journeys. You can also create custom views using 50+ filters and search through your contact data.

improve productivity by using advanced features for generating, scoring, segmenting, and distributing new leads automatically. Users can also use this CRM platform to launch sales cadences with average time delay and automatically send emails and text messages based on client behavior.

capture and segment leads based on their interaction with your website or lead magnet. You can use this CRM software to identify prospects’ interests, follow up with them using automated emails, seamlessly share lead information between marketers and sales reps, and increase the chances of closing every sale.

design customer journeys that convert prospects to loyal customers. Whether your lead generation and nurturing processes are simple or sophisticated, this sales pipeline management software can create touchpoints that easily move leads towards the purchase.

know your prospects by linking their information to records in your company database. Once you identify customer relationships and review past interactions, you’ll be able to leverage those relationships to close more deals.

move from new deals to projects and start working on the products or services you promised to deliver to your clients. This project management feature lets users create tasks, build workflows, set milestones, and integrate Insightly with Google Workspace and other business tools.

use the business intelligence tool built into the CRM software to analyze your sales pipeline data and create data visualizations and dashboards to track your performance. You can quickly create reports, schedule and share them, and control access using permissions.

engage prospects using relevant messages based on behavior and past conversations. Using data from different company teams, Gong helps you optimize lead generation and nurturing content and processes to close more deals faster.

find out whether prospects are engaging with your campaigns. Track competitor mentions, get recommendations on deals’ next steps, leverage customer interactions for insights, and automatically notify your sales staff of risks in the sales pipeline.

use AI to analyze sales conversations and identify obstacles such as price objections. You can use this CRM software to monitor sales tasks and their contribution to achieving your goals, understand your campaign performance and identify areas of improvement.

optimize your sales training using recorded conversations of your top reps. Use AI to mine and analyze contact data, measure and track calls and emails, and package the insights into on-demand self-training resources for new reps.

increase the probability of closing deals by combining your sales CRM data with real-time customer interactions. Use AI to analyze appointments and email responses and manage risks while boosting sales efficiency.

use the Close CRM software to create custom views of your data using the visual editor. You can filter data to see prospects who’ve opened emails, search records for keywords and automate the tasks needed to close deals.

create visual pipeline stages for different products or teams in line with their unique workflows. You can see the value of deals in all sales stages, run sales forecasting and use the pipeline view to understand deal size and status.

use the Opportunity Funnel Reports to identify issues that need immediate fixing and monitor periodic growth. Analyze data in custom fields and easily export data to any tool with a business intelligence feature for further analysis.

boost your outreach efforts by automating email and calling activities. You can customize sequences, save and share the best-performing ones, and allow reps to edit them to fit their specific workflows.

coach new reps remotely and replay their call records to identify areas of improvement. You can listen to conversations held by your salespeople, whisper tips to close the deal and save recordings for on-demand training.

manage contact details, get social data to understand their interests and concerns, check their conversation history, collaborate with your entire sales team to update records, and craft relevant messaging for engagement.

use the timeline view to track your deal progress and understand the performance of your sales process. You can optimize sales processes, identify which tasks to execute, auto-populate quotes with customer data, and move towards closing every sale.

design and automate sales processes that save you time for more important things such as selling. Use the Salesforce CRM software to create custom workflows, automate approval processes, set up notifications, and auto-assign tasks using the drag-and-drop functionality.

empower your reps to close more deals. You can onboard them remotely, use Salesforce Learning Paths to recommend training content, collect feedback, analyze performance, and identify training needs.

create accurate forecasts and build reports to track your entire team’s performance. You can design reports by drag-and-dropping data fields and charts, monitor common sales metrics, customize dashboards, and share reports with your team of sales professionals.

customize multiple sales pipelines for different products or services and filter data to see which deals need to be prioritized to prevent deal rotting. You can see deal value from one stage to another, email personalized quotes from the sales CRM software, and share news of closed deals using notifications.

engage prospects and customers through their preferred channels and track responses to understand engagement. Zoho CRM enables you to make and log phone calls, send emails, create self-service customer portals, and chat live on your website.

train your sales team members to optimize campaigns, use wizards to populate customer relationship management data, and work with call scripts. You can also collaborate on a shared calendar and use integrations to improve productivity.

this conversational AI can pull reports on demand, research your competitors’ strengths and weaknesses, set reminders using your voice, identify sales anomalies, and give you real-time updates on deals.

the Zoho CRM analytics engine can get company insights from multi-dimensional reports to understand campaign performance and sales funnel metrics. Customize dashboards and charts, compare predictions with real performance, and share reports or embed them on your site.

monitor deals throughout their stages to know which activities to prioritize. You can customize your sales pipeline, share updates with any sales rep, identify success patterns, and use Deal Intelligence to boost performance.

track your leads’ journeys and responses to your campaigns to strengthen customer relationships. You can begin tracking email opens and link clicks to understand your prospects’ interests, tag them based on their source, segment them using priority lists, and nurture them to close the sale.

set sales goals and create leaderboards to track your reps’ contribution to growth. You can also create custom categories for unique sales tasks and train your team through chat.

upload the records of your clients in bulk and auto-create recurring deals. You’ll get follow-up recommendations for deal progress, automatically assign tasks to reps, and send notifications when deals are closed.

monitor deal flow, measure sales funnel KPIs, use comparison charts to see patterns, and evaluate the result of your strategies. You can view and share custom reports and identify training needs depending on the outcome of your selling efforts.