The 8 Best Sales Management Software Tools
By Lana Fomenko
| 11. October 2024 |
Marketing, Call Center
By L. FomenkoLana Fomenko
| 11 Oct 2024 |
Marketing, Call Center
    By L. FomenkoLana Fomenko
    | 11 Oct 2024
    Marketing, Call Center

    The 8 Best Sales Management Software Tools of 2025

    Looking for the best sales management tool? You’re on the right track—research shows that customer relationship management (CRM) sales software can boost conversion rates by 300%. In fact, companies that use it consistently are 81% more effective than those that don’t.*

    The real question is: Which one? What features matter most and how do you compare tools when they all claim to be the best?

    We’ve outlined key features to keep in mind and highlighted eight top options in today’s market. Let’s take a look.

    Key Takeaways: 

    • Sales management software centralizes data, automates processes, and provides valuable insights enabling personalized engagement and efficient lead tracking throughout the sales funnel.
    • The leading sales management software tools on the market today have powerful features including lead and pipeline management, analytics, and AI-powered automation.
    • CloudTalk specializes in improving call quality and customer experience while enabling teams to save time and close more sales. 

    Streamline lead management and skyrocket your sales with CloudTalk.

    *Research by Cloudswave, and Aberdeen Strategy & Research.

    Crucial Features for Sales Management Software

    The “best” sales management software won’t be the same for everyone, because it depends on your company needs and goals. That said, we recommend considering these when comparing platforms:

    • Sales process automation. Will it automate repetitive sales tasks and make customer journeys simple, smooth, and profitable?
    • Lead and opportunity management. Can it help you to identify and nurture strong leads, and improve conversion rates for more effective marketing and/or email campaigns?
    • Sales analytics and insights. Does it include call center analytics software to gather data on sales strategies and help make data-driven decisions based on what’s working?
    • Sales call and email tracking. Can it track and analyze conversations and messages between your team, leads, and customers to gain deeper insights and improve performance?
    • Scalability. Will the software grow as your business does, and work with 10 team members just as well as it would 100 or 1,000?
    • Integrations. Does the sales management software connect to your existing tools (and import your existing data), for seamless functioning and a lean, efficient tech stack?
    • Customization. Can you tailor the software to your business needs so it works the way you need it to?
    • Security. Is the platform secure, not only between different sales team privilege levels, but also in protecting sensitive customer data?
    • Mobile optimization. Will team members be able to access their data and dashboard from multiple devices, or on the go?

    Considering these factors will enable you to choose the right sales software for your company, both now and as it scales.

    Fun Fact

    Research shows contact management tools are the most-wanted features among CRM users (94% of users), followed by interaction tracking features (88%), with sales reporting and process automation in third place (82%).

    8 Leading Sales Management Software Tools for 2024

    Here’s our pick of some of the leading sales management tools available today, and who they might be best for—to help you find the perfect fit for you.

    1. CloudTalk

    CloudTalk specializes in streamlining sales calls both locally and internationally, enabling team members to reach more leads and prospects. Its features—including effective AI-powered tools—make informed calling easy, boost customer experience and call quality, and improve call center performance. Sales teams save hours and have all the information they need at their fingertips. This lets you gain a greater understanding of customers and make more sales in less time.

    Key features: 

    • 3 Way Calling enables more agents to help customers better
    • Power Dialer automates call campaigns
    • Call Tagging, Customer Details, and Automatic Summaries pull up customer insights when you need them
    • Personalized Call Flow Designer ensures a seamless customer journey
    • Preferred Agent feature routes callers to the best agent for their issue
    • Workflow Call Center Automation saves time and improves efficiency
    • Analytics, call center metrics and Real-Time Dashboard provide useful, deep insights
    • Call center monitoring lets teams better listen to feedback and client needs
    • International Numbers ensures no-extra cost worldwide calling
    • WhatsApp capability allows for cross-channel communication
    • AI-powered Sentiment Analysis and Topic Extraction provide better understanding of customer needs
    • AI-powered Talk/Listen Ratio improves customer service and sales technique 

    Popular use cases: 

    Pricing: 

    • Starter: $25 per user/month
    • Essential: $30 per user/month
    • Expert: $50 per user/month

    Best for: Companies prioritizing sales and customer service calls and WhatsApp messaging. It’s ideal for sales teams of all sizes that want to save hours of staff time, and seek deep and precise insights into caller behavior and client needs.

    Most helpful review: CloudTalk’s essential benefit is its unparalleled flexibility in handling our requests. Whether we needed new numbers, verified caller ID, or setting up number porting, they made it incredibly easy and efficient. Their streamlined processes and quick response times saved us a lot of time and resources, allowing us to focus on our core business operations.” — Ibrahim Imam, Co-Founder, Group Co-CEO, CEO MENA & APAC at PlanRadar

    2. Salesforce

    Screenshot of a Salesforce dashboard showing the sales team activity that month through graphs and pie charts.

    As one of the most well-known, well-used sales software platforms in the world, Salesforce’s reputation precedes it. It specializes in offering highly effective marketing and AI-assisted sales tools within a single app, and its CRM aims to boost sales and productivity in less time, for less money. 

    Key features: 

    • Sales data and sales analytics
    • Revenue intelligence
    • Lead and opportunity management
    • Sales and buyer engagement
    • Revenue lifecycle management
    • Sales performance management
    • Sales team productivity

    Popular use cases: 

    • Build strong relationships with 1m+ customers
    • Make marketing production 75% faster

    Pricing: 

    • Enterprise: $165 per user/month
    • Unlimited: $330 per user/month
    • Einstein 1 Sales: €500 per user/month

    Best for: Large, established companies with significant budgets that need a reliable, powerful CRM to improve productivity and growth.

    Most helpful review: “One of the best aspects is its customization and flexibility…its easy reporting and advanced analytics features provide deep insights into sales and marketing metrics.”G2

    3. Salesflow

    Screenshot of Salesflow's dashboard

    Salesflow positions itself as a LinkedIn-based sales engagement and lead generation platform primarily “built for speed” and more effective connections. It enables team members to schedule and personalize outreach messages for more qualified leads; and shows live insights into the success of campaigns.

    Key features

    • Automated messaging and follow-up sequences
    • AI-driven lead management
    • Advanced reporting and statistics
    • Team management
    • Integration with other sales software and Zapier to improve functionality

    Popular use cases

    • Save hours per week on manual tasks
    • Reduce marketing prospecting time by 90%

    Pricing

    • Pro: $89 per user/month

    Best for: Companies that rely on LinkedIn for leads and prospects, and want deep insights into more effective messaging campaigns.

    Most helpful review: “As a sales manager, I am always selling and managing my team. My time is limited and Salesflow has allowed me to automate my outreach while keeping it personal.”— G2

    4. Pipedrive

    Screenshot of Pipedrive's dashboard view displaying how many sales deals were won.

    Pipedrive helps companies close more deals, and—as its name suggests—prioritizes in helping sales reps set up customizable, visual pipelines to drive sales success. It focuses on tracking and automating specific actions that sales agents can take, so that success “becomes inevitable”, it says.

    Key features

    • Customizable, visual sales pipelines and calendar management
    • Scheduled sales actions (such as calls and emails)
    • Progress tracking and analytics
    • Revenue forecasts
    • Automations builder for successful actions and project and task management
    • Communications tracking 
    • Mobile apps and integrations
    • Integrations with productivity tools including Asana, Slack, and Zapier

    Popular use cases

    Pricing

    • Essential: $14 per user/month
    • Advanced: $34 per user/month
    • Professional: $49 per user/month
    • Power: $64 per user/month
    • Enterprise: $99 per user/month

    Best for: Small businesses (or growing, medium-sized ones) that want to focus on taking informed, successful actions for smooth sales.

    Most helpful review: “After carefully evaluating several leading CRM software providers, we chose Pipedrive. It allows us to easily manage and track our sales pipeline, with plenty of useful integrations, such as email tracking and AI-powered tools.”— G2

    5. Freshsales by Freshworks

    Screenshot of Freshwork's sales dashboard overview

    Freshsales aims to help agents to “sell smarter”, and is prioritizing its AI-powered features to help reps use its CRM with more efficiency and productivity, saving time, switching between fewer tools, and securing higher conversion rates.

    Key features

    • Customizable dashboard Table View and Activity Timeline for an in-depth view of customer data
    • Chat and Messenger campaigns across platforms including WhatsApp and Facebook
    • Auto-logging of calls, call routing, and auto-recording
    • SMS integration
    • Workflows and event-based marketing automations
    • Sales sequences and auto-routing of calls
    • Visual sales pipelines and activity goals
    • AI-powered tools including contact scoring, sales forecasting, and reports
    • Integrations including Slack, Xero, and Zapier

    Popular use cases

    • Boost manufacturing revenue by 30% and sales activity by 225%
    • Increase food delivery service conversions by 24%

    Pricing

    • Growth: $7 per user/month
    • Pro: $29 per user/month
    • Enterprise: $49 per user/month

    Best for: Companies that communicate with clients via several methods (including calls, SMS, and messenger), and who want visual, at-a-glance data insights.

    Most helpful review: “Ease of use and setup is what I like the most about Freshworks products. You can set up and get started in a jiffy. The system is easy to use. Basic operations can be picked up easily by users.”— G2

    6. DocuSign

    Screenshot of Docusign's interface

    DocuSign CLM (Contract Lifecycle Management) specializes in the lifecycle of clients, as well as the sending, signing, and management of contracts and important sales documents. Its communication tools aim to facilitate communication between team members and clients, for secure, fast, and accurate agreements and document storage that helps close deals faster and manage them better.

    Key features

    • Agreement generation
    • Identify verification
    • Review and negotiation messenger portal
    • Digital document signing
    • Automated workflows
    • Secure storage and management platform
    • AI-powered agreement analysis

    Popular use cases

    • Get signatures on contracts within four hours

    Pricing

    • Personal: $8 per user/month
    • Standard: $20 per user/month
    • Business Pro: $33 per user/month
    • Enhanced Plans: Customizable via sales team

    Best for: Companies that want a lean, secure way to generate and send contracts, for a professional and fast way to lock in newly-converted clients.

    Most helpful review: “My favorite thing about DocuSign CLM is the reporting, and how automated you can make documents. It makes things extremely efficient for getting contracts signed for my clients.”— G2

    7. Zoho CRM

    Screenshot of a dashboard from Zoho CRM, a sales management software.

    As another platform that’s almost as well-known as Salesforce, Zoho CRM aims to help sales teams to set up advanced workflows for efficient scaling and automation, and improved customer interactions, service and engagement. It also offers insightful forecasting for better data collection and sales results.

    Key features

    • Sales process management
    • Omnichannel communication tools for email, social media, SMS, calls, and live chat
    • Sales automation including deal and lead management
    • Analytics, including reports and KPI management
    • Sales performance including forecasting
    • Journey orchestration and workflow builder
    • AI-powered tools including for emails, workflow suggestions, and lead prediction

    Popular use cases

    • Massively boost customer acquisition
    • Boost ROI to 100%
    • Increase sales by 20%

    Pricing

    • Standard: $12 per user/month
    • Professional: $12 per user/month
    • Enterprise: $35 per user/month
    • Ultimate: $12 per user/month

    Best for: Medium-to-large companies looking to expand across omnichannel customer communications without losing productivity or efficiency.

    Most helpful review: “What I like best about Zoho CRM is its ease of use and seamless integration, which makes it simple to manage client relationships and interact with it frequently without any hassle.” — G2

     8. Monday Sales CRM

    Screenshot of an overview of deals in the Monday Sales CRM

    From the task management tool of the same name, Monday CRM aims to be particularly customizable, to enable companies to set up sales automations and processes that work for their specific needs without relying on code developers. It includes many AI-powered tools designed to save time, and make contact communication more efficient.

    Key features

    • Automated task generation
    • AI-powered email and messaging composition
    • Sales pipeline and formula building
    • Lead and Deal management
    • Tailored pipelines for customizable deal stages
    • Automated rep assignments and lead follow-up notifications 
    • Centralized communication with interaction tracking and email templates
    • Analytics, reporting, and forecasting
    • Post-sales management
    • Integrations with major tools including Slack and G-Suite

    Popular use cases

    • Increase customer satisfaction by 20%
    • Boost ROI by 8x

    Pricing

    • Basic: $10 per user/month
    • Standard: $14 per user/month
    • Pro CRM: $24 per user/month
    • Enterprise CRM: Contact sales

    Best for: Companies who want simple, easy-to-use software that’s highly customizable and prioritizes intuitive automations and AI-powered tools.

    Most helpful review: “Maintaining my business relationships is an important part of my job. Monday CRM helps me keep track of customer requests. In terms of usability, the platform has proven to present no challenges for new users.”— G2

    Sales Management Software: Which is Best For You?

    The “best” sales management software depends on your company’s specific needs and goals. However, among the leading options available today include platforms such as Salesforce, Pipedrive, and DocuSign CLM.

    For example, the first is reliable, the second specializes in customizable actions, and the third manages client communication and important documents such as contracts. Each has its own speciality depending on your priorities and needs.

    Meanwhile, CloudTalk is ideal for companies working to improve sales calls while saving staff time. Gather precise insights into caller behavior and client needs for more sales and happier customers.

    Maximize your sales performance with CloudTalk’s AI-powered business calling tools.

    Frequently Asked Questions About Sales Management Software

    What is sales management software?

    Sales management software helps sales teams to streamline operations, save time and enhance performance, including higher conversions and happier customers.

    The best sales management software depends on your company’s needs. Options include Salesforce, Pipedrive, and DocuSign CLM, plus CloudTalk, which specializes in quality, streamlined calls and improved productivity.

    What’s the best free sales management software?

    Most top quality sales management software tools are not free forever, because of the high level of service and functionality they provide, plus the support they offer.

    However, you can sign up for a top sales management software like CloudTalk for free, so you can try its expert sales management tools—including Call Center Metrics, Automation, analytics, Sentiment Analysis and Talk/Listen Ratio— and see the results it can achieve for your business.

    How can sales software improve sales team performance?

    Research shows that a CRM system can boost conversion rates by 300%, and companies that use it consistently are 81% more effective, making it a key tool for improving sales management.

    The best sales management software solution will vary based on your company’s needs and goals, but whichever one you choose has the potential to dramatically boost performance.

    An option like CloudTalk has features like analytics, call monitoring, a real-time dashboard, and user management, all designed to improve sales team performance.