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7 Best Sales Tracking CRMs 2022

Any good salesperson knows that organization is key when pursuing prospects and leads and working to turn them into loyal customers. Otherwise, you can become overwhelmed manually tracking whom you’ve talked to, when you spoke to them, what you discussed, and which sales funnel stage they were in. That’s where good sales tracking software simplifies the process and allows you to spend more time performing client-facing duties.

This post will cover the seven best sales tracking software, their features and prices, and how you can get started today. The best part about these software selections is that each offers a free trial or demo period, letting you test a few out and find the one that best suits your needs.

Get started with Teamgate today.

Contents:

  • What Is Sales Tracking Software?
  • Benefits of Sales Tracking Software
  • Comparison of Sales Tracking Software
  • Best Sales Tracking Software
  • Teamgate
  • Salesforce
  • Zendesk Sell
  • HubSpot Sales Hub
  • LeadSquared
  • Less Annoying CRM
  • Nutshell

What Is Sales Tracking Software?

Sales tracking software is pivotal in managing, tracking, and guiding all parts of the sales process. By providing set workflows, the software helps your sales team know exactly where your prospects stand at any given time. This information supports them in deciding which steps to take next to capture the lead. 

A good sales tracking software should provide:

  • New lead tracking, including:
    • Who the lead is
    • How they found you
    • What stage of the sales pipeline they’re currently in
  • Sales forecasting
  • Activity reports
  • Loss reports
  • Won opportunities 
  • Conversion rate
  • Average sale price

Benefits of Sales Tracking Software

As you can imagine, there are many benefits associated with sales tracking software. This software lets you:

  1. Focus on the sale: Tracking software allows you to create a streamlined and customized sales pipeline that eliminates complexities from your sales flow so you can dedicate more time to nurturing leads and making sales.
  2. Manage prospects and leads easily: Sales tracking software lets you schedule activities, dial, email, and access historical contacts directly from your lead list. It means no more time wasted rummaging through paperwork, emails, or social media to find your prospects’ information. When you use sales tracking software, all the information you need is in one easy-to-access place.
  3. Use email integration: When you use a sales tracking software like Teamgate, you can benefit from seamless integrations with your favorite toolsincluding email. You can access all relevant information from several platforms by choosing which integrations you want to display on your dashboard. No more scrolling and digging to get the information you need.
  4. Employ lead conversion: Integrated sales intelligence tools help you gain valuable and in-depth insights into your prospects to personalize your approach and qualify your leads against your ideal customer profile (ICP).
  5. Streamline account management: With Teamgate’s in-depth insights and analytics, managers can easily track and access real-time data on their department’s performance and utilize key metrics to bolster their sales growth. 

Comparison Table of Sales Tracking Software

Software PlatformBest for ___ BusinessesFree Trial?PricingCRM24/7 Customer SupportReporting and Analytics
TeamgateSmallYesTierYesYesYes
SalesforceAll sizesYesTierYesCertain tiersCertain tiers
Zendesk SellSmallYesTierYesYesYes
HubSpot Sales HubMediumYesTierYesCertain tiersCertain tiers
LeadSquaredSmallYesTierYesNoYes
Less Annoying CRMSmallYesSubscriptionYesNoYes
NutshellSmallYesTierYesYesYes

Best Sales Tracking Software

Now we’ll look at the top sales tracking software platforms.

#1. Sales Tracking Software: Teamgate

Teamgate is your one-stop shop for all of your sales tracking software needs. The complete customer relationship management software is designed to guide you from point A to point Z of the sales process, from marketing to lead generation and conversion, to ensure you attract and retain satisfied customers.

Teamgate also lets you track and share Key Performance Indicators (KPIs) and business metrics with your entire sales team to empower them with a detailed picture and understanding of the sales process. KPIs you can track with Teamgate include sales trajectory, profitability, and deal loss reasons.

 You can also use integrations with Teamgate, including:

  • MailChimp
  • Freshdesk
  • Google Drive
  • Google Contacts
  • Intercom
  • OpenStreetMap

Key Features

Teamgate’s key features include:

Pricing

Teamgate offers the following pricing tiers:

Starter

Teamgate provides pricing options for businesses at every stage, starting with a $9 per month Starter pack — their foundational contact and communication management solution.

The features included in Starter are as follows:

  • Manage your contacts list
  • Access email communication in one streamlined place
  • Document management and sharing with clients
  • Easily import contact database from various sources

Professional

You can upgrade to the Professional plan for $26 per month. This option provides a complete toolkit for sales process management.

In the Professional tier, you can:

  • Manage your contacts list
  • Access email communication in one streamlined place
  • Document management and sharing with clients
  • Easily import contact database from various sources
  • Use intuitive lead scoring
  • Access custom-made sales pipelines
  • Track team performance
  • Set activity benchmarks and quotas for employees and track their performance over time to find growth opportunities

Enterprise

The most comprehensive plan Teamgate offers is the $65 per month Enterprise plan, an all-in-one sales CRM with extensive reports and native integrations.

The features in the Enterprise tier include:

  • Manage your contacts list
  • Access email communication in one streamlined place
  • Document management and sharing with clients
  • Easily import contact database from various sources
  • Use intuitive lead scoring
  • Access custom-made sales pipelines
  • Track team performance
  • Set activity benchmarks and quotas for employees and track their performance over time to find growth opportunities
  • Manage multiple sales processes in one place
  • See intelligent reports and sales insights
  • Categorize products and services
  • Use templates for sales emails

Teamgate is an intuitive and easy-to-use platform with flexible pricing options to fit a wide range of business needs. It differs from the competition by offering extensive, out-of-the-box insights and analytics to power sales managers in their decision making, goal tracking, and ability to identify and target their true ICP.

Understand your sales funnel by segments such as source, geographical locationand industry.

Powering your performance is made easy with Teamgate.

Learn more at www.teamgate.com.

#2. Sales Tracking Software: Salesforce

Salesforce is another CRM solution that provides one platform to manage all aspects of the sales process, including service, marketing, and analytics.

The sales tracking software uses a Community Cloud feature that gives salespeople the freedom to access all customer information by themselves. This accessibility helps reduce the need for dedicated customer service representatives.

You can access the fully cloud-based system through Android and iOS devices, laptops, and desktop computers.

Key Features

Salesforce’s key features include:

  • API Access
  • Integrations
  • Contact management
  • Contract management
  • Database management
  • Pipeline management
  • Performance reporting
  • Funnel reporting
  • Partner tracking
  • Task assignment
  • Territory management
  • Quota management

Pricing

Salesforce offers different pricing tiers, allowing businesses to only pay for the services they need. Their tiers are:

Essentials

For $25 per user per month, you gain access to:

  • Account, contact, lead, and opportunity management
  • Email integration
  • The Salesforce mobile app

Professional

For $75 per user per month, you gain access to:

  • Account, contact, lead, and opportunity management
  • Email integration
  • The Salesforce mobile app
  • Lead registration and lead scoring
  • Collaborative forecasting

Enterprise

For $150 per user per month, you have access to:

  • Account, contact, lead, and opportunity management
  • Email integration
  • The Salesforce mobile app
  • Lead registration and lead scoring
  • Collaborative forecasting
  • Workflow and approval automation

Unlimited

For $300 per user per month, you gain access to all of Salesforce’s features:

  • Account, contact, lead, and opportunity management
  • Email integration
  • The Salesforce mobile app
  • Lead registration and lead scoring
  • Collaborative forecasting
  • Workflow and approval automation
  • 24/7 support

Salesforce is a popular but pricey sales tracking software. Since the platform can help businesses keep up with their sales and CRM needs as they scale, it’s best for businesses that expect fast growth and have the budgets to pay for extensive features.

Learn more at www.salesforce.com.

#3. Sales Tracking Software: Zendesk Sell

Zendesk Sell is a web- and mobile-based CRM app that helps B2B and B2C salespeople manage their sales, track leads, and engage with their customers, no matter where they are.

With Zendesk Sell, salespeople can funnel their leads from various sources, such as marketing platforms, spreadsheets, and websites, and then track their sales.

Managers can also establish and monitor quotas and goals for their teams and reps.

Key Features

Zendesk Sell’s key features include:

  • Lead management
  • Email management
  • Contact management
  • Sales pipeline management
  • Calendar management
  • Marketing automation
  • Interaction tracking
  • Document storage
  • Lead qualification

Pricing

Zendesk Sell offers the following pricing tiers:

Team

For $19 per user per month, you can access:

  • Up to two customizable sales pipelines
  • Email integration with tracking
  • Calendar integration
  • Task and appointment setting
  • 2GB per user of document storage
  • Call and text message tracking and recording
  • Offline mobile access
  • Pre-built sales dashboards
  • Public apps and integrations
  • Robust APIs (core)
  • Onboarding and adoption resources

Growth 

For $49 per user per month, you can access:

  • Up to ten customizable sales pipelines
  • Email integration with tracking, bulk emailing, and unlimited templates
  • Calendar integration
  • Task and appointment setting
  • 5GB per user of document storage
  • Call and text message tracking and recording
  • Offline mobile access
  • Pre-built sales dashboards
  • Public and private apps and integrations
  • Robust APIs (core and premium)
  • Onboarding and adoption resources
  • Custom sales reports and dashboards
  • Sales forecasting and goals tracking
  • Advanced activity reports
  • Product and price book
  • 1,000 enrichment credits per user per month
  • 25 prospecting credits per user per month

Professional

For $99 per user per month, you can access:

  • Up to 20 customizable sales pipelines
  • Email integration with tracking, bulk emailing, and unlimited templates
  • Calendar integration
  • Task and appointment setting
  • 10GB per user of document storage
  • Call and text message tracking and recording
  • Offline mobile access
  • Pre-built sales dashboards
  • Public and private apps and integrations
  • Robust APIs (core and premium)
  • Onboarding and adoption resources
  • Custom sales reports and dashboards
  • Sales forecasting and goals tracking
  • 3,500 enrichment credits per user per month
  • 150 prospecting credits per user per month
  • Lead and deal scoring
  • Task automation
  • Advanced roles and permissions
  • Company hierarchy

Zendesk Sell is easy to learn and has a simple interface, making it a good choice for new businesses using a CRM for the first time. However, users need to upgrade to pricier tiers to get extensive reports and features. While Zendesk Sell integrates with other software to create a cross-department ecosystem, it may not be robust enough for larger enterprises.

Learn more at https://www.zendesk.com/sell/.

#4. Sales Tracking Software: HubSpot Sales Hub

HubSpot’s Sales Hub is a robust and easy-to-use sales CRM that includes sales engagement tools and powerful sales analytics and reporting.

Sales Hub is built on the HubSpot Growth Platform to allow users to bring their customer data, tools, and teams together in one streamlined system. It also offers more than 500 apps in the HubSpot App Marketplace.

Key Features

Sales Hub’s key features include:

  • Contact management
  • Lead management
  • Workflow management
  • Task management
  • Lead qualification
  • Email marketing
  • Email templates
  • Document storage
  • Prospecting tools
  • Integrations
  • Document management
  • Customer Relationship Management
  • Reporting and analytics
  • Call tracking
  • Sales automation
  • 24/7 customer support

Pricing

HubSpot’s Sales Hub offers the following pricing tiers:

Free

For 100% free, you can access:

  • Contact management
  • Deal Pipeline
  • Quotes
  • Meeting scheduling
  • Live chat
  • Reporting dashboard

Starter

Starting at $45 per month, you can access:

  • Contact management
  • Deal Pipeline
  • Quotes
  • Meeting scheduling
  • Simple automation
  • Goals
  • Conversation routing
  • Multiple currencies
  • Rep productivity performance

Professional

Starting at $450 per month, you can access:

  • Contact management
  • Deal Pipeline
  • Quotes
  • Meeting scheduling
  • Live chat
  • Reporting dashboard
  • Goals
  • Conversation routing
  • Multiple currencies
  • Rep productivity performance
  • Deal stage, task, and lead rotation automation
  • Sequences
  • Teams
  • Custom reporting
  • Phone support

Enterprise

Starting at $1,200 per month, you can access:

  • Contact management
  • Deal Pipeline
  • Quotes
  • Meeting scheduling
  • Live chat
  • Reporting dashboard
  • Goals
  • Conversation routing
  • Multiple currencies
  • Rep productivity performance
  • Deal stage, task, and lead rotation automation
  • Sequences
  • Teams
  • Custom reporting
  • Phone support
  • Custom objects
  • Predictive lead scoring
  • Playbooks
  • Forecasting
  • Recurring revenue tracking

HubSpot is an easy-to-use sales tracking platform with a lot of flexibility in terms of pricing. It also offers limited service for free. Although this free CRM option is good for newer businesses and startups to see whether HubSpot fits their needs, it lacks several key functions. To truly benefit from a full suite of analytics and sales tracking, users need to upgrade to get these pricey yet effective analytical tools.

To learn more, visit https://www.hubspot.com/products/sales/enterprise.

#5 Sales Tracking Software: LeadSquared

LeadSquared is a cloud-based marketing automation and CRM solution specializing in servicing clients in finance, e-commerce, education, real estate, software, and hospitality.

The software has sales tracking features and helps users automate tasks like lead capturing, marketing, reporting, and analytics.

Key Features

LeadSquared’s key features include:

  • Real-time reporting
  • Marketing automation
  • Mobile access
  • Lead segmentation
  • Lead capturing
  • Lead management
  • Sales pipeline management
  • Customizable reports
  • Workflow management
  • Communication management
  • Customer relationship management
  • Contact management
  • Activity tracking

Pricing

LeadSquared offers the following pricing tiers:

Lite

For $25 per user per month (billed annually), you can access:

  • Lead tracking
  • Lead qualification
  • Lead scoring
  • Custom fields
  • Duplicate blocking
  • Smart views
  • Sales tracking
  • Tasks and follow-ups
  • Conversation tracking
  • Sales reporting
  • One-on-one emails
  • Text messages
  • Phone call tracking
  • Geo-tracking
  • Multilingual support
  • Offline functionality

Pro

For $50 per user per month (billed annually), you can access:

  • Lead tracking
  • Lead qualification
  • Lead scoring
  • Custom fields
  • Duplicate blocking
  • Smart views
  • Sales tracking
  • Tasks and follow-ups
  • Conversation tracking
  • Sales reporting
  • One-on-one emails
  • Text messages
  • Phone call tracking
  • Geo-tracking
  • Multilingual support
  • Offline functionality
  • Email campaign features such as responsive templates, personalization, and campaign reports
  • Lead distribution
  • Custom tabs
  • Custom actions
  • Sales notifications
  • Role-based access
  • Territory management
  • Sales performance reports
  • Account management

Super

For $100 per user per month (billed annually), you can access:

  • Lead tracking
  • Lead qualification
  • Lead scoring
  • Custom fields
  • Duplicate blocking
  • Smart views
  • Sales tracking
  • Tasks and follow-ups
  • Conversation tracking
  • Sales reporting
  • One-on-one emails
  • Text messages
  • Phone call tracking
  • Geo-tracking
  • Multilingual support
  • Offline functionality
  • Email campaign features such as responsive templates, personalization, and campaign reports
  • Lead distribution
  • Custom tabs
  • Custom actions
  • Sales notifications
  • Role-based access
  • Territory management
  • Sales performance reports
  • Account management
  • Visual workflow designer
  • Communication automation
  • Sales automation
  • Escalations
  • Customizable sales processes
  • Advanced sales signals
  • Sales sequences
  • Advanced lead distribution features such as zip code-based and performance-based distribution
  • Permission templates that include hierarchy-based restrictions and location-based restrictions
  • Advanced reports
  • Developer Platform (LAPPS)

LeadSquared offers complete marketing automation and CRM software for businesses of all sizes. It allows users to organize their lead capture and lead management, handle sales management, and track analytics in one place. Customers who have reviewed the platform like the precision and details provided in the reporting tools. However, many have complaints about how much storage space the mobile app takes up for cell phone users, and others have reported some difficulties with lead management.

To learn more, visit www.leadsquared.com.

#6 Sales Tracking Software: Less Annoying CRM

Less Annoying CRM is a CRM solution specifically for small businesses. This software offers cloud-based deployment, several configuration options, and a dashboard that provides a complete sales process overview.

Key Features

Less Annoying CRM offers the following features:

  • Contact database
  • Contact management
  • Lead management
  • Task management
  • Workflow management
  • Sales pipeline management
  • Customizable fields
  • Calendar/Reminder system
  • Interaction tracking
  • Mobile access
  • Reporting/analytics
  • Document storage

Pricing

Less Annoying CRM offers a subscription-based pricing model of $15 per user per month instead of pricing tiers. They also have personalized pricing plans for companies that want more than ten users to access the system.

Less Annoying CRM offers flexibility and performance for a flat fee monthly rather than the pricing tiers we see in the other software options. This can help startups and small businesses budget better while determining which features they need in a CRM. Less Annoying CRM is a very affordable option, but in exchange, users receive limited and basic reporting features that costlier and more sophisticated CRMs offer.

To learn more, visit https://www.lessannoyingcrm.com.

#7 Sales Tracking Software: Nutshell

Nutshell provides one streamlined platform to view your leads and their place in the pipeline and see important metrics, including conversation rate and revenue per sale.

Key Features

Nutshell’s features include:

  • Sales reports
  • Loss reports
  • Activity reports
  • Forecasting
  • Downloadable charts
  • Sales funnel
  • Automated sales email sequences
  • Intuitive contact management

Pricing

Nutshell’s pricing tiers include:

Nutshell

For $16 per user per month, you can access:

  • Contact management and communication timelines
  • Email and calendar sync
  • Customizable single sales pipeline
  • Sales and lead reporting
  • Drag-and-drop pipeline board and interactive lead map
  • Embeddable web forms
  • Activity reminders

Nutshell PRO

For $42 per user per month, you can access:

  • Contact management and communication timelines
  • Email and calendar sync
  • Sales and lead reporting
  • Drag-and-drop pipeline board and interactive lead map
  • Embeddable web forms
  • Activity reminders
  • Sales automation
  • Unlimited pipelines
  • Personal email sequences
  • Sales and activity quotas
  • Full reporting suite with activity, funnel, and forecast reports
  • Unlimited in-app phone dialing and recording

Nutshell offers an easy-to-use interface intended for teams that have grown tired of juggling different sales and marketing tools. This platform allows you to have your tools in one organized place without paying a full-time administrator to manage the software. Users report enjoying the ease of use that the Nutshell platform offers, but they would like to see more integrations and the ability to chat with more clients on different third-party email marketing platforms.

To learn more, visit www.nutshell.com.

Ready for Simplified Sales Management? Teamgate Can Help

As you can tell by now, there is no shortage of sales tracking software options available today. All options can streamline your sales process, but Teamgate comes out on top, allowing you more time to focus on customer service and lead nurturing and less time tracking down leads and updating your database.

WHY TEAMGATE? With Teamgate, you can utilize data-driven analytics to gain real-time insights into your business and department performance while uncovering sales truths with in-depth insights and analytics as Teamgate’s CRM powers your growth.

When you count on Teamgate, you can assure a boost in efficiency and a more straightforward sales process with all your essential customer management tools in one easy-to-use platform. To learn more about Teamgate and how we can help with your workflow, contact us for a free 14-day demo.

 

Abe Dearmer

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