Selling is not easy. Period! It can be made easy with external help.
Do you recall how you first began selling? You must have been optimistic and excited to bring more sales to your company. But as time passes, one faces a reality check and realizes how difficult it is to sell and close customers. It often feels outright impossible.
Well, you are not alone in the struggle. Millions of salespeople feel the same and struggle just as you do. Fortunately, there is a solution to this problem. The answer comes in the face of sales pipeline tools and software.
With sales pipeline management tools, one can seamlessly track their progress and dwell on top of the leads.
Like several other sales reps, your sales crew members spend significant energy and time on effectively managing the sales pipeline. Managing the sales pipeline without the right software and tools can be challenging.
Therefore, having the proper sales pipeline management tools can help your business flourish and bring you more sales.
Having said that, I have gathered various free and premium sales pipeline tools for your reference here whether you are looking for something simple or complex. Check out the list and spot the one that best aligns with your business and sales patterns.
Before we know the various sales pipeline management tools available, let us understand what sales pipeline software is.
Sales pipeline software is a tool you can use to shift, track, and analyze potential clients moving through the sales pipeline. It helps your sales crew track their customers and prospective leads.
Sales pipeline management stools offer other essential features like tracking, reporting, and improving sales performance. For instance, you can use a tool for sales automation, like scheduling appointments and forwarding follow-up emails.
There are several such software that can help you to build a better sales pipeline and conduct business better. Explore the options below and choose the one that fits your business best.
Sales pipeline management software is crucial to streamline your sales process. That being said, let’s start with one of the best tools on this list, Zixflow.
Zixflow is an advanced sales pipeline management tool that helps ease the sales process for you. It is a customizable and easy-to-use platform with a wide range of features.
Zixflow simplifies managing customers and maintaining fruitful relationships with customers. It lets you find adequate leads, segregate them, view them move in the sales pipeline, and close deals quicker than ever.
You need a simple and effective means to generate more revenue. Maintaining healthy and productive relations with customers is essential for driving repeat business.
With its excellent interface, it has made it easy for its clients to keep track of sales. Here are some of its many benefits:
That is not all. Zixflow lets you segment and tag your audience into different lists as per the use case. For example, you can add all of your leads to a leads list and perform list-wide actions like messaging them with a single click.
Plus, Zixflow enables you to create lists using its prebuilt list templates. These templates are designed in such a way that they include all the necessary functions such as views, filters, and sorting options to effectively manage your lists.
Furthermore, with its Kanban View, you can divide your sales pipeline into smaller stages and guide your prospects easily. This way, you can keep track of leads and see the current status of each prospect, allowing you to nurture them effortlessly.
Zixflow offers you a forever-free plan, where you can use the platform to get accustomed to its features and offerings. Book a free demo with Zixflow today to ease your sales process.
However, if you want to access advanced features such as a unified inbox and unlimited contacts, you can upgrade to a higher-tier plan. The Starter plan starts at $19/user/month and the Growth plan costs $49/user/month.
EngageBay is a universal all-in-one marketing, sales, and customer service CRM software. Businesses can use this software to acquire, nurture, engage, and convert prospective leads into paying clients.
It offers various tools for seamless sales pipeline functioning. Businesses using EngageBay for sales administration have witnessed 5x more growth and generated more leads than earlier.
EngageBay is one of those sales pipeline tools that are ideal for you if you’re a small business or startup. It can help you streamline and simplify your sales processes. What makes this software popular is its ability to help you engage with your customers at every step.
It uses suitable presentations, emails, and proposals at the right time. The free version of EngageBay can hold up to five hundred contacts in the database, set up autoresponders, send email campaigns, and create landing pages.
Using EngageBay, a sales crew can swiftly identify the types and number of leads that show interest in your brand. It is done using features like Location Tracker, identifying target accounts, and user interaction tracking.
EngageBay offers a free plan you can use without paying a monthly fee but it is limited in terms of features. To unlock more features and make the most of the platform, you need to get a paid plan that starts from $11.95 per user/month and goes up to $73.59 per user/month.
If you seek one of those sales pipeline management tools that notify you which activity yields the most revenue, then HubSpot is your pick. Some of the sales pipeline features of HubSpot include the following:
The characteristics are customizable with every step of the sales pipeline. Using the HubSpot sales dashboard, one can receive sales quota updates, insights into the team and individual performances, and sales activity patterns.
Furthermore, you can access the information on what generates the maximum revenue so that your sales crew can seal the deals with prospective clients at the right time. That is not all. With HubSpot, you can bid goodbye to manual data entry. Every new deal is added directly from the company and contact records.
The starter packages of HubSpot are pocket-friendly, and the software is easily navigable.
There are some cons of using HubSpot as well. Contact merging is a challenging and time-consuming task with HubSpot. You cannot customize the quotes on HubSpot, and their advanced plan is harsh on the pocket. Also, remember that there is no opting out of their annual payment.
Although HubSpot offers a free suite of tools for managing your contacts or prospects, you have to get the paid version to properly manage your sales operations. That being said, the Professional plan of HubSpot starts at$450/month (billed at $5,400/year) and the Enterprise plan costs $1,500/month (billed at $18,000/year).
Freshsales is part of Freshworks’s software suite that allows you to use AI-based insights to handle various stages of the sales pipeline and set conditions to trigger automated responses or follow-ups.
With its Sales Pipeline Management 2.0, Freshsales enables you to see your complete sales operations and allot small, practical activities to your sales team. The AI algorithm can help you in forecasting the possibilities of converting a deal and how much revenue it will generate.
Freshsales also offers a free version, allowing you to get started with the platform with basic CRM and contact management capabilities. To access the robust automation functionalities, you will have to subscribe to the Growth plan which costs ₹999/user/month (billed annually).
Lusha is another sales pipeline software that offers lead enrichment, sales intelligence, and lead generation tools for the sales crew. Its Google Chrome Email Finder extension is a flagship product, enabling users to find contact details and company data while prospecting on LinkedIn.
On top of that, Lusha also offers support for platforms like Twitter and Facebook. All one requires is a few clicks, and the user can quickly generate quality leads, including customer profiles, and contact details.
Suppose you are a business owner who requires enriching thousands of clients. In that case, Lusha brings you an API that enables you to integrate itself with your existing CMS, improve your database, and clean it simultaneously.
You can update the company and customer profiles with their recent phone numbers or emails to easily run outreach campaigns. Plus, you would also receive data like employee headcount, location, and annual revenue. Overall, Lusha is one of those sales pipeline management tools that can provide up to thirty-seven data points per search.
Its free version brings you five free monthly credits/user. This includes business phone numbers, email addresses, and company firmographics. You can use the LinkedIn email locator on social media platforms and websites to find information.
Lusha lets you pick between a free and two paid versions as per your needs. The paid plans cost $29/user/month and $51/user/month (both billed annually).
Pipedrive is amongst the most popular sales pipeline tools. Pipedrive brings you features like the following:
Pipedrive is also renowned for its features of spotting the leads as inactive. With such segmentation, your sales crew can concentrate on sales strategies that can land paying customers.
Some advantages of Pipedrive include a highly responsive support system and an easy-to-use dashboard. On the other hand, it also has disadvantages like limited customizable features. Also, while using Pipedrive, you can encounter frequent interruptions and glitches.
Pipedrive is a powerful CRM and lead management solution with five pricing packages to opt for. These are as follows:
Insightly is a sales and marketing platform offering tons of features ranging from sales pipeline management to delivering excellent customer experience using the correct sales engagement activities.
The aspect that makes Insightly stand out from other pipeline management tools is that it is highly customizable. You can create tailored dashboards to see what you want is important and keep the less important stuff in the background.
Plus, Insightly lets you collect useful information regarding every prospect that you can use to identify high-value leads and assign them to your sales staff on a priority basis.
Insightly comes with three payment plans; Plus, Professional, and Enterprise. These plans cost $29/user/month, $49/user/month, and $99/user/month respectively.
Are you searching for a sales pipeline tool that helps convert open leads into paying clients? Well, you must check ActiveCampaign for such requirements.
ActiveCampaign helps create several pipelines based on details like your client's preferences, location, and sales stages. This feature makes it easier for you to understand your target audience.
This sales pipeline software helps you forecast revenue, monitor prospective leads, and understand how to enhance your sales strategy. ActiveCampaign is also integrated with third-party applications, including Shopify, Facebook, Microsoft, and Square.
Speaking of some of its drawbacks, ActiveCampaign features a slow interface. It is also challenging to navigate from one customer dashboard to another.
Just like most of the tools in this list, ActiveCampaign also offers three paid versions for its platform, starting from $19/month and going up to $99/month.
You can effortlessly track your customers at all the various stages of a sales funnel using the sales pipeline tools of Keap. Keap features a unified dashboard that shows a detailed summary of the prospective leads in the sales pipeline alongside the qualified customers that your sales team has successfully converted.
On top of that, you can also gain insights into your sales team's activities using the pipeline analytics feature of Keap.
What's more? You can get real-time information on parameters like revenue forecasting, average deal duration, and deal conversions at all stages. In addition, it allows you to take action and allocate tasks, allowing you to effortlessly manage your remote sales team as well as your on-site one.
An advantage of using Keap is that you can customize the CRM tool per your business requirements. Alongside benefits, there are also some disadvantages like:
Keap is relatively expensive compared to other platforms on this list with its starting plan costing $159/month (billed at $1908/year). If you want advanced marketing, automation, and analytics functionalities, you will have to get a higher plan.
The next entry in the list of the most effective sales pipeline tools is Zapier. It is a cloud-based sales automation software. Using Zapier, you can automate mundane tasks like shifting data from one application to another or triggering an action based on specific events.
For example, you can develop a "Zap" that automatically forms a new connection in the CRM whenever someone fills in the lead capturing form and sends a welcome mail.
Zapier is famous for the integrations it provides. It supports over 5000 applications, including Gmail, Quickbooks, Mailchimp, Zoom, BambooHR, Trello, and Calendly. It also has a feature to let you create a custom integration on the platform for the programs it doesn't support.
Zapier is an incredible sales pipeline management tool. It brings along a library of pre-built Zaps for its users. They are all customizable, and you can install them with just a few clicks. No configuration or coding is required. Whether you wish to automate complex workflows or simple tasks, Zapier is an excellent tool to opt for.
With Zapier's free version, you can easily automate up to one hundred monthly tasks. You can also create five one-step workflows or zaps. There is also the provision to transfer bulk data.
Zapier is a freemium solution that enables you to use the platform for however long you want without any monthly charges. However, if you want to integrate it with other apps to import/export data, you need to upgrade to a paid version.
The Starter plan costs $19.99/month and the Team plan starts at $69/month. Both these plans are billed annually.
Nutshell is a versatile sales pipeline management tool designed to help you streamline your sales process and improve your overall sales performance. It offers a range of features to allow you to manage leads, track opportunities, and close sales effectively.
In addition to that, Nutshell offers contact management capabilities, enabling you to store and organize your prospects’ contact information, such as names, phone numbers, and email addresses.
It also provides a visual representation of the sales pipeline to let you see the status of the deals at a glance. You can move the deals through the various stages of the sales funnel using this pipeline for better tracking.
Nutshell offers a 14-day trial period for you to get familiar with the platform. After that, you can choose from one of the four available plans ranging from $16 to $67 per month per user.
SharpSpring does not offer separate sales pipeline management, but one can avail of it with its CRM software and a wide range of marketing automation tools. It provides:
What's more? SharpSpring brings you personal reports for every lead. This enables the sales teams to send customized messages to the desired customers. In addition, it also saves you time by offering you a list of active leads in your inbox. With SharpSpring, you can bid goodbye to manual entry tasks.
One of the disadvantages of SharpSpring is that it offers limited tools for content management.
SharpSpring doesn’t offer any pricing details on its website. Reach out to its sales staff for more information.
The final sales pipeline tool on this list is Streak. Streak is a CRM developed to be used with Gmail. With Streak, you can manage your leads at varying sales pipeline steps without leaving your inbox. Isn't that easy?
The software provides a wide range of tools that allow you to close more deals, track deals, manage clients, create sales pipeline stages, and monitor the pipeline stages. The users of Streakcan also add files and notes to every contact record such that no essential detail ever gets lost.
Along with the enablement of integrating with Gmail workflow, Streak also offers additional advantages. Various features allow improvement of the performance of your sales team.
Some of such features include in-built task management and email templates. There's even a feature of data visualization that aids in identifying the latest trends and zooming in on the leads you require to pay attention to.
The free version of Streak allows one to track up to five hundred sales leads across the sales pipeline. It lets you use the Gmail merge to send up to fifty emails daily. You can also complete basic CRM operations, create templates, and track emails.
Streak allows you to sign up and use the platform without any time restrictions for free. After that, if you wish to upgrade to the paid version, you can choose a plan out of the three available options starting from $49 per user/month and going up to $129 per user/month.
Every business desires to grow and generate more revenue. But prospective leads often get lost in the sales pipeline, and one might lose a great business opportunity.
With these sales pipeline management tools by your side, you can ease your sales process and generate more revenue each year. They help keep things organized in your sales process and let you manage tasks and activities better, so no lead is ever lost due to a missed follow-up or a delayed response.
You can also automate multiple mundane sales tasks by building sales cadences and save your team ample time to concentrate on the actual challenging sales activities.
If you are tired of not having a good number of conversions, you should try to switch to one of these sales pipeline tools. Zixflow is one of the best tools among the ones mentioned above.
It brings you excellent functionalities and allows effective management of your sales pipeline to fetch impressive results. Try it out for free today and witness your business flourish!