Categories   >   Sales Software
Last Reviewed: November 21st, 2024

Best Sales Software Of 2024

What is Sales Software?

SelectHub is real people helping you find the best Sales Software for your unique business needs while recognizing the true solution leaders who help make your decisions possible.

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Overall

Based on the latest available data collected by SelectHub for 56 solutions, we determined the following solutions are the best Sales Software overall:

Salesforce
Salesforce
Start Price
$25
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked Salesforce

As the undeniable powerhouse in the CRM space, Salesforce offers a suite of products with vast capabilities to enhance organizational performance and drive business growth. Its AI capabilities, level of customization available and mobile app to deliver flexible access are among its most cited benefits. Users also call out its data analytics and communication features, which enable optimal performance and better connection with customers.
Some limitations include slow performance, high price and missing automation features. Due to its size, it suffers from an overload of features that many find overwhelming, confusing and a distraction from core functionality they need. Users also find it difficult to navigate in many cases. Most smaller companies that don’t require a host of features and desire a more straightforward experience should look at alternatives. It’s best for businesses that need end-to-end, advanced capabilities for complex business operations and that have the technical resources and budget to use the system to its fullest.

Pros & Cons

  • Highly Customizable: The level of personalization is helpful for managing tasks, report 60% of users who reviewed customizations.
  • Accurate Data and Analytics: The system offers a catalog for data and analytics and categorizes tasks using performance metrics, a key benefit according to 80% of reviews on analytics.
  • Intuitive AI: All users mentioning AI indicate it’s very intuitive and helps drive team productivity.
  • User-Friendly: The software is easy to use and doesn't require technical knowledge, making it easy to adapt to, say 61% of reviews on usability.
  • Communication Tools: Automatic call recording, customization, automation, and records of emails and calls improve customer communication, as 65% of users referencing this feature suggest.
  • Mobile App: With easy functionality, the app grants access to files and data anytime, anywhere, a useful feature in the view of all users who mention it.
  • Clunky and Slow: The software is heavy on the network and takes time to install, with 80% of reviews on the matter suggesting it’s best not run on mobile network connectivity to avoid poor speed.
  • Outdated UI: The UI and interactiveness of the application is outdated and needs an upgrade, according to 61% of users reviewing this feature.
  • Weak Automation: The marketing automation feature doesn't allow users to generate suggestions and implement organizational conversations, leading to difficult functionality according to 66% of users referencing automation.
  • Too Many Features: The system offers robust features that aren’t always useful, and 60% of reviews on this topic suggest they found some additional features complex to use and unnecessary for their needs.

Key Features

Infusionsoft
Infusionsoft
Start Price
$159
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked Infusionsoft

Infusionsoft by Keap is a comprehensive CRM platform that helps SMBs automate processes, connect with prospects and customers, and increase ROI. As many reviews noted, the price is on the high end for a small business, and it has some features that work best for enterprises. It also has a learning curve and limitations with storage and custom fields. However, it provides robust email marketing and campaign management tools, and its wide range of automations can save users a lot of time. There are mixed reviews about customer service, as some find it satisfactory while others believe it’s inadequate. Overall, the product can be a good choice for companies with a large enough budget.

Pros & Cons

  • Process Automation: Every user who mentions this feature notes the system has vast automation scope including automating customer acquisition and marketing processes.
  • Campaign Builder: It offers a robust, flexible and feature-rich campaign builder with excellent controls, as observed by 85% of reviewers who reference campaign management.
  • Email Marketing: According to almost 90% of reviewers who mention email marketing, Infusionsoft by Keap has a responsive, user-friendly interface that aids segmentation, sends mass emails and offers templates.
  • Contact Management: 85% of users who reference managing client databases feel it’s possible to manage databases efficiently with the ability to create, organize and configure contact lists.
  • Learning Curve: The system is confusing to learn, requires a lot of training and has some features that are hard to find, as noted by more than 80% of customers who refer to training.
  • Price: The cost of the software is on the higher side, according to 90% of reviewers who mention pricing.
  • Custom Fields: It’s difficult to search fields and the platform doesn’t support more than 100 fields, according to every user who mentions custom fields and tools.
  • Document Storage: It doesn’t store documents or client information internally or in the cloud, as indicated by each customer who mentions storage.

Key Features

  • Customer Relationship Management: Infusionsoft’s CRM platform acts as the central hub for sales and marketing efforts. From it, you can segment lists, automate lead data entry, sync client emails from your other accounts to the correct contact record and identify the best opportunities with lead scoring tools. 
  • Marketing Automation: Build efficient processes using a variety of marketing automation settings. Campaign sequences are easy to create using the drag-and-drop interface, and you can set up workflows by defining triggers based on user actions. A/B testing is also supported. 
  • Sales Pipeline: The software allows sales reps and managers to nurture leads through the pipeline. The Infusionsoft by Keap app facilitates the creation and management of custom quotes, which customers can accept with a single click. 
  • Online Sales: Using this feature, you can generate unique landing pages. The interface is drag-and-drop, and templates make the process quick and easy. Add elements like text and images, as well as define which products to include. The system is also equipped to process online payments and will send automatic follow-ups to customers based on the sequence you choose. 
  • Integrations: Infusionsoft plugs into a host of third-party apps that extend your capability. E-Commerce integrations include Magento, WooCommerce and Shopify. You can also connect the platform to Zendesk, QuickBooks, Xero, Zapier, Vimeo, WordPress and a host of other tools. 
  • Payment Collection: Simplify the process of collecting payments on time. The system allows you to set up automated reminders and shows which customers have paid and which have outstanding balances. The connected platform removes the need to juggle multiple tools. Infusionsoft offers a flat rate for every transaction. 
  • Analytics: Take the pulse of your business with the analytics dashboard. It tracks a number of KPIs such as email conversions, quarterly sales and number of contacts. This provides insight into every aspect of your marketing and sales efforts, along with informing decisions. 

Pricing

License/Subscription Cost
  • Recurring subscription-based model: per user, per month, plus maintenance, implementation and backup support
  • All plans are billed monthly according to the annual contract
  • All plans come with a mandatory one-time setup fee called Kickstart package for new customers
  • Costs vary depending on the plan selected, based on the level of consulting and implementation help businesses require
Maintenance Cost
  • Included in the subscription cost
Installation/Implementation Cost
  • Included in the subscription cost
Customization Cost
  • Varies depending on the functional requirements added in the product module, such as sales force automation, marketing automation and eCommerce capabilities. This is based on the organization’s business requirements
Data Migration Cost/Change Management/Upfront Switching Cost
  • Cost varies depending on the amount and type of data to be migrated from the legacy system, availability of migration tools, data profiling, data cleansing and audit trail of the migration process
Training Cost
  • Cost is over and above the subscription cost and varies depending on the type of plan chosen
  • Provides an initial training program for first-time users. Users need to enroll and pay for the training course
  • Provides embedded links, including walkthrough features and video tutorials, after initial training is completed
Recurring/Renewal Costs
  • Cost is included in the subscription fee, based on the number of users, additional add-ons and the plan purchased
Pipedrive
Pipedrive
Start Price
$14.90
Annual, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked Pipedrive

Pipedrive is a sales and marketing management tool for small and medium businesses. It helps visualize the sales pipeline, track important activities and hold client conversations, with mobile access for greater productivity.

Even with its data exporting difficulties, filter complexity and non-intuitive email integration, the platform overall is easy to use. Integration with third-party software, such as Google Apps, Mailchimp and Zapier, along with a powerful API, increases its usefulness in enhancing business sales processes. Overall, it is a great solution for companies looking to streamline sales processes.

Pros & Cons

  • Sales Pipeline: 80% of reviewers referring to this aspect said the platform is good for keeping a close eye on deals at every stage and tracking individual progress to understand outcomes.
  • User Interface: Of the users mentioning the UI, 60% suggested that it’s functional and easy to use.
  • Mobile Application: 70% of the reviewers mentioning the mobile app stated that it makes Pipedrive easy to use anytime, anywhere.
  • Integrations: The platform helps users work seamlessly, with integrations for customer acquisition, goal achievement, application sync and more, as stated by 40% of reviews about integrations.
  • Data Exporting: Glitches and a lack of control make data querying and extraction slow, according to 50% of those who mentioned the exporting tool.
  • Filters: Filtering is complex, and 40% of users who referenced it stated it could improve in terms of usability and design.
  • Browser Extensions and Email Integration: Email integration, browser extensions and workflow automation are dated and not user-friendly, according to 70% of reviews on these features.
  • Expensive: 60% of users who reviewed pricing suggested that the features are overpriced in comparison to the competition’s products.

Key Features

  • Lead Management: Includes a product catalog, lead import tools and deal probability, in addition to visual pipelines. A color-coded feature called “rotting” uses different colors to represent how hot or cold a lead is, providing visibility into which leads require follow-up or are best to pursue. 
  • Contact Management: Import contacts from a previous CRM or spreadsheets, or sync from Microsoft or Google. Once in the system, contacts are stored as organizations and people, which can be attached to deals. Record and access a history of interactions to clarify where things stand. View contact locations by adding Google Maps integration. 
  • Web Forms: Generate leads via web forms embedded on a company website or shared in emails and on social media channels. Customize fields to capture personal details specific to company needs. Configure where the leads appear (e.g., as a deal or contact). 
  • Leadbooster Chatbot: Collect and qualify leads 24/7. Route leads to a custom destination, such as a stage or sales rep. Calendar syncing lets leads book meetings with sales reps from within the chatbot conversation. 
  • Activity Management: Contains a scheduling tool, reminder notifications and a premade list of activity types, which can be configured based on company needs. 
  • Sales Forecasting: Pursue the best deals and effectively plan strategies for open deals. Access and customize different views: 
    •  Individual views provide in-depth details for sales reps. 
    •  Forecasting views let managers filter deals based on criteria like date started or product. 
  • Integration: Integrates with dozens of other apps, including Asana. Connects with platforms like Zapier and Automate.io, allowing further integration with tools like LinkedIn, Zendesk, Mailchimp, HubSpot, Jira, Salesforce, Dropbox and various G Suite tools like Gmail. 
  • Marketplace: Supports dozens of third-party plugins. Thumbs-up/thumbs-down ratings and user reviews help gauge how an app performed for other users. 
  • User Access Control: Set user permissions and determine how users log in, whether it’s via two-factor authentication or using a single sign-on (SSO) platform. Track the identity and location of anyone who logs in on a dashboard. Receive alerts when an unrecognized device logs in. 
  • Data Security: Features include data encryption, daily backups and GDPR compliance. Also provides a data protection officer and multiple certifications. 
Dynamics 365 CRM
Dynamics 365 CRM
Start Price
$65
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked Dynamics 365 CRM

A mix of praise and critique defines 2023 user reviews for Dynamics 365 CRM. Fans champion its robust customization, enabling precise tailoring to diverse business needs, like adding fields to track specific equipment rentals or crafting workflows for complex approval processes. This flexibility, some say, surpasses competitors like Salesforce, where out-of-the-box options might constrain unique workflows. Yet, this very strength can be a double-edged sword. Detractors find the customization curve steep, requiring significant IT expertise or costly consultant guidance, unlike the more user-friendly setup of HubSpot. Integration shines as a clear win for Dynamics 365. Seamlessly blending with Microsoft's ecosystem, including Outlook and Teams, streamlines communication and boosts collaboration. Imagine pulling CRM data directly into an email or setting up team meetings from contact records – a breeze for Dynamics users, while competitors often require clunky workarounds. However, pricing structure remains a sore spot. While subscription fees are competitive, the extensive customization often necessitates additional add-ons and consultancy, potentially inflating costs compared to more all-inclusive options like Zoho CRM. Ultimately, reviews suggest Dynamics 365 excels for businesses seeking in-depth customization and Microsoft integration, willing to invest time or resources in setup. For those prioritizing ease of use or budget-friendliness, alternatives might be a better fit. The key takeaway? Choose the CRM that complements your unique needs and technical capabilities.

Pros & Cons

  • Easy to Use: 98% of reviewers referencing usability felt the software is user-friendly.
  • Improved Productivity and Efficiency: The system aids efficiency and productivity, as observed by every user who talks about this aspect.
  • Customer Relationship Management: 95% of the reviewers who reference this aspect noted that it aids a positive customer experience.
  • Customization: Adding or removing fields is simple and doesn’t require technical help, as observed by more than 85% of reviews mentioning this feature.
  • Integration: Important integrations such as Power BI, Cortana, Azure and Office are of great help, as noted by 92% of the reviewers who refer to this element.
  • Learning Curve: According to 90% of the reviewers talking about this factor, new customers require a bit of training, which is time consuming.
  • Pricing: Microsoft Dynamics 365 is expensive, as observed by every user mentioning cost.
  • Slow Performance: At times, the platform takes time to sync and perform simple tasks, as observed by almost 70% of reviewers referring to this aspect.
  • Navigation: 90% of the reviews about this feature mentioned the navigation is complicated, especially for new users.

Key Features

  • Campaign Builder: Set up and execute campaigns via a visual building tool, and design customer journeys by arranging templates using the drag-and-drop interface. It’s also possible to set triggers based on a range of rules, choose segmented groups, assign emails, include events or surveys, and more. 
  • Dashboards: Access a host of metrics related to leads, revenue and other data sources from dashboards and customize them to show the most important KPIs. Dashboard types include: 
    • User Dashboards: Visible to and controlled by individual users. 
    • System Dashboards: Visible to everyone, with the option to reduce visibility to certain roles. Customized and controlled by system admins. 
  • Lead Nurturing: Account-based marketing features provide capabilities such as customer segmentation, personalized email content and performance metrics. Build buyer journeys and set rules that define a lead’s score based on the individual lead record, the related contact or the related account. 
  • Integrations: Apart from the Dynamics 365 toolset and other MS applications, the platform integrates with partner systems. Integration with Zapier offers access to more than 1,500 apps, ensuring greater extendability. 
  • Event Management: Control all aspects of events, from registrations and speakers to sessions and venue logistics from an event portal. It integrates with ON24 and other providers to support running webinars. 
  • Customer Service Insights: Powered by AI, machine learning and BI tools, this feature helps track KPIs visually for at-a-glance insights. Monitor: 
    • Customer satisfaction levels
    • A range of case metrics
    • Backlog trends
    • Incoming support topics
    • Engagement patterns
    • Support agent performance
  • Customer Insights: This add-on feature uses AI to support marketing efforts. 
    • Use Microsoft Graph to input audience intelligence.
    • Build triggered workflows with Microsoft Flow.
    • Customize reports and dashboards with the Power BI connection.
    • Microsoft PowerApps enables custom app creation.
    • Governance tools and security features ensure GDPR compliance and data privacy.
ActiveCampaign
ActiveCampaign
Start Price
$9
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked ActiveCampaign

ActiveCampaign provides cloud-based marketing services to businesses of any size. It’s easy to use and offers a wide range of features, along with robust automation and campaigning capabilities. The system integrates with all major platforms. Most users also find the customer support team as well as the training materials to be helpful.
However, it takes time to learn the intricate features thoroughly. Reviews also state the system suffers from glitches and the interface could be more user-friendly. Businesses that need a system that caters to CRM as well as marketing needs, and that have the ability to leverage its complex functionality effectively, should consider this as a solid choice.

Pros & Cons

  • User-Friendly: Everyone referencing this aspect states the software is easy to use.
  • Automation: It helps run customer and lead campaigns, triggered automatically based on set specifications, note 98% of reviewers referring to this feature.
  • Customer Support: The support team is easy to reach and very responsive, according to 93% of reviewers talking about this aspect.
  • Functionalities: Every user mentioning features states the system offers robust capabilities including client onboarding, lead funnels, newsletters, contact tracking and more.
  • Email Campaigns: In the view of 85% of reviews about this feature, it’s easy to send weekly emails, replicate earlier emails and develop templates for other uses.
  • Integration: Connecting with Zapier and other platforms makes it easy to transfer leads, according to 88% of reviewers referencing integration.
  • Help Resource: Everyone mentioning training reports there are helpful tutorials and webinars.
  • Learning Curve: According to 77% of reviewers talking about training, it’s tough and time consuming to learn the platform.
  • Glitches: Every user mentioning this aspect notes it can be glitchy at times and quite slow to load during peak business hours.
  • Interface: The interface is slow and not very intuitive, according to 62% of reviewers referencing this aspect.

Key Features

  • Dynamic Content: Keep content fresh and personalized by automatically changing email content depending on where a lead is in the buyer’s journey. 
  • Email Marketing: A robust and fully-featured suite offers broadcasting, triggered and targeted emails, funnels, and robust integrations with popular social media and e-commerce platforms. Also offers: 
    • Drag-and-Drop Builder: Create and automate campaigns with ease. 
    • Scheduled Emails: Enables scheduling emails for specific dates and times. 
    • Email Autoresponders: Enables sending welcome emails, starting a welcome series or delivering lead magnets automatically. 
  • Segmentation: Target specific groups within the contacts list to be more personal in emails and engage people with the right information. 
  • CRM: Notify the sales team, update deals, create tasks and nurture leads automatically. Scores leads, passes off highly-qualified targets to sales and integrates with popular email providers. 
  • Advanced Reporting: Offers custom reporting features, including custom KPIs, sales reporting, tag counting and robust segmentation. Gives insights into email performance. Split testing can also be used to get email opens, clicks and buys. 
  • Fast Training: Schedule one-on-one appointments with the company’s customer service team to help teams get up to speed with training. A series of robust webinars and user docs are available. 
  • Migration Services: Receive assistance migrating from another marketing automation product. Services include contact list and tag import, form recreation, workflow recreation, and email template recreation. 
  • Powerful Integrations: Integrates with PayPal, Stripe, Shopify, WooCommerce, BigCommerce, Facebook, Google Analytics and more than 250 other apps including payment processors, membership websites and e-commerce stores. 
  • Audience Segmentation: Allows personalized messages by adding tags to segments. Tags can be based on purchase history, geographic location, time since last purchased, personal interests and more. 
  • Geo-Tracking: Automatically capture a contact’s location for geo-targeted email marketing campaigns. 
  • Site Tracking: Pulls data in from other websites to assist in tracking the customer’s activity. 
  • Social Sharing: Gives insights into performance on social platforms and enables greater audience engagement. 
  • Split Testing: Try different email subject lines, body copy and more to increase and optimize campaign conversion rates. Add up to five variations for a single campaign. 
  • SMS Marketing: Automate SMS marketing to send notifications and campaigns such as appointment reminders, flash sale notifications and more. 
  • Conversation Features: Provides: 
    •  Live chat to facilitate capturing leads and creating contacts from the website. Includes customizable auto reply, custom branding, contact creation and triggered automations. 
    •  A unified inbox to connect conversations with customers. 
  • Predictive Sending: Automate emails using machine learning algorithms. It ranks the hours in a day based on a contact’s open time and uses these recommendations to schedule an optimal send time. 
  • Contact and Lead Scoring: Sends notifications when leads are getting hot, with automatically triggered email notifications and task assignments based on lead score changes. Helps follow up with deals that are most likely to close. 
  • Win Probabilities: Calculates the conversion chance for a specific lead, giving foresight into lead behavior. 
Seismic
Seismic
Start Price
$32
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked Seismic

Is Seismic the tectonic shift your sales team needs to crush quotas? User reviews from the past year paint a largely positive picture of Seismic.com, highlighting its strengths as a comprehensive sales enablement platform. Users rave about its intuitive interface and robust content management system, which consolidates sales and marketing materials into a single source of truth. This centralized approach eliminates version control issues and empowers sales reps with easy access to the latest and greatest resources. For instance, one user shared how Seismic.com became their "one-stop shop," providing easy access to nearly 1,000 assets. Users also appreciate the platform's seamless integration with popular tools like Salesforce, streamlining workflows and boosting productivity. The robust analytics dashboard provides valuable insights into content engagement, allowing sales teams to tailor their approach based on real-time data.

However, some users find the platform's extensive features a double-edged sword, noting that the initial learning curve can be steep and require significant training. A few users expressed that while the platform excels as a content management system, its functionality for creating customer-facing materials could be more robust. Despite these minor drawbacks, Seismic.com emerges as a top contender in the sales enablement arena. Its ability to centralize content, streamline workflows, and provide actionable insights makes it a perfect fit for sales and marketing teams in fast-paced environments who are looking to optimize their processes and drive revenue growth.

Pros & Cons

  • Centralized Content Hub: Seismic consolidates marketing collateral, sales content, and training materials into a centralized location. This eliminates wasted time searching for information and ensures everyone accesses the latest versions.
  • Seamless Salesforce Integration: Users praise Seismic's integration with Salesforce, enabling them to access and utilize Seismic features without leaving their familiar CRM environment. This streamlines workflow and boosts productivity.
  • Data-Driven Insights: Seismic's tracking features provide valuable insights into prospect engagement with shared content. This data empowers sales teams to tailor their follow-up strategies and improve their chances of closing deals.
  • Limited Mobile App Analytics: While Seismic offers a mobile app, it lacks comprehensive analytics to track app downloads and usage across the sales team. This makes it challenging to monitor adoption rates or identify regions with low engagement.
  • Cumbersome Content Updates: Some users have reported difficulties in editing and updating LiveDoc content, a crucial aspect of maintaining up-to-date sales materials. This can lead to delays and frustration for teams relying on dynamic content.
  • Search Functionality Issues: Despite its robust features, Seismic's search function has been criticized for returning irrelevant results, requiring users to manually sift through content. This can hinder productivity and make it difficult to locate specific information quickly.

Key Features

  • Content Management: Provides a central place for managing sales content. Create content, set permissions to define access, design approval workflows, edit content, change access and perform other admin tasks effortlessly. 
  • LiveDocs: Saves time creating documents using automation. Reusable elements, automatic content population and business rules simplify the process. 
  • Distribution: Sales reps can save time and view only relevant information with access to the proper training materials and content, in any system and on any device. Includes customized search, targeted content, machine learning suggestions and a news stream. 
  • Compliance: Avoid fines and reduce compliance-related risks via automated workflows and access controls. 
  • Content Analytics: Use content more effectively by gaining an overview of company assets, engagement levels and which ones drive the most revenue. Provides a library, a dashboard powered by Microsoft’s Power BI application, metrics and activity views. 
Bitrix24
Bitrix24
Start Price
$39
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked Bitrix24

Bitrix24 is a collaboration platform that handles various tasks such as communications, notifications, subscriptions, reporting, workflow management and more. Automation, customization and integrations are a few noteworthy features. However, reviews noted that there are too many features and that the platform isn’t user-friendly. In addition, users found customer support unhelpful. Overall, it has all the basic CRM features along with extras like project management not always found in CRMs. That, along with a free subscription, makes it a good choice for companies on a tight budget.

Pros & Cons

  • Budget-Friendly: 87% of users mentioning this aspect suggested that the software is inexpensive and fits well for any size organizations, providing good value for the price.
  • Workflows: It automates many tasks to make work easier, according to 88% of reviews about workflows.
  • Report Generation: 64% of user reviews referencing this feature indicated the reporting tool is useful.
  • Integration: The platform integrates all the necessary applications that users need, as observed by 67% of reviewers mentioning integration.
  • Customization: Users can customize Bitrix24 based on their needs, according to 66% of reviews mentioning customization.
  • Device Compatibility: It works well on all kinds of devices and various digital networks, according to 75% of users who reference compatibility.
  • User Interface: 57% of users mentioning the UI said it was difficult to understand and use for daily operational tasks.
  • Customer Support: 100% of users who talked about support remarked that it wasn’t prompt and supportive in solving product-related queries.
  • Unnecessary Features: 50% of the users referring to capabilities noted the platform has many unnecessary features that never come to use.

Key Features

  • Pipeline Management: A kanban layout provides a visual view of your pipeline. The software supports custom deal stages and multiple pipelines. 
  • Campaign Management: This feature lets you build dynamic or static audience segments, run advertising campaigns on social networks, and set up campaigns across channels such as bulk mail and instant messaging. It includes campaign templates and metrics. 
  • Call Center Capabilities: Features include: 
    • PBX (private branch exchange) functionality for routing, queueing, voicemail, call transfers and forwarding, employee extensions, and recording.
    • Telemarketing features such as voice or SMS broadcasting, automatic call transcribing and callback requests.
    • Local numbers across more than 50 countries.
    • Integration with RingCentral and other VoIP tools.
  • Customer Support Tools: Post business hours, send canned replies, route and transfer conversations, and view client and supervisor ratings with a live support widget. A helpdesk feature provides tickets, SLAs, statuses and case priority. A multichannel contact center lets service teams provide email and telephone support, live chat, social media support and more. 
  • Document Management: Manage quotes and invoices, create custom documents, set up recurring invoices and build a product catalog. Documents support e-signature, and the kanban layout shows what stage invoices are at. Includes multi-currency support and tax capabilities, with accounting achieved via integrations with Xero and QuickBooks. 
  • Mobile Apps: Free iOS and Android apps are available. 
  • Self-Hosted Solution: The on-premise solution is a scalable platform offering: 
    • LDAP and Active Directory support.
    • Web clustering.
    • Multiple single sign-on (SSO) options and robust security features such as two-factor authentication and RSA encryption.
    • Modules for eLearning, a helpdesk and idea management, which aren’t available in the cloud version.
    • Access to the source code for full customization.
    • Deployment on any major server, including readiness for AWS deployment
    • 30-day trial.
ZoomInfo
ZoomInfo
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Key Features

  • Automated Intelligence and Outreach: With this feature, users no longer have to struggle with manual data updates and can completely automate contact discoveries and company searches with precision. 
  • Webform Optimizations: ZoomInfo FormComplete makes it easy for users to capture contact information without tedious form fields. All users need to capture is the prospect’s email address and the rest of the information is scored accordingly. 
  • Website Visitor Tracking: Users can turn intent into action with the software’s WebSights service, which tracks all anonymous visitors to landing pages or the website. Users never have to miss a visitor's responses again. 
  • Lead Enrichment: The Enrich feature prevents outdated and incomplete data by auto-updating data with new additional information. This process makes database management and lead management much simpler. 
  • Activity and Pipeline Management: The software’s InboxAI tool saves hours of manual work by quickly aligning the sales teams’ email inboxes directly to Salesforce. This data sync allows complete access to the engagement of accounts and activities. 
  • Enterprise API: Managers can customize workflows and data presentation. ZoomInfo’s API helps search, enrich and append existing data, so users never run out of contact discoveries. 
  • Account Targeting: The platform’s advanced targeting capabilities allow users to reach out to key decision-makers. The account targeting watchlist enables account managers to have access to updated insights that help promote business growth. 
  • Campaign Optimization: This feature helps users understand their target audience, enhance their data and develop hyper-targeted campaigns. It provides updated, accurate and actionable CRM data to ensure successful outreaches. 
SAP Sales Cloud
SAP Sales Cloud
Start Price
$134
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked SAP Sales Cloud

Having spent considerable time evaluating SAP Sales Cloud, I want to share my honest experience with the platform.

My journey began with the basic free trial, which only scratches the surface of what the platform can do. While this limited preview was helpful, it didn't give me the full picture of the advanced features I'd later discover.

The initial setup was quite tricky. I found myself deep in configurations and customizations, which took more time than I expected. However, I noticed that if your company already uses other SAP products, the implementation becomes significantly smoother. The platform works well alongside SAP ERP and other SAP tools, creating a connected ecosystem.

Senior SAP C4C Consultant Irshad Ichu said:

I would like to tell you about the lead to cash process in Sales Cloud. A salesperson can easily create a lead and can capture all the details within a beat. We have seamless integration with S4 or ECC systems. Also when compared to maintenance and cost with any other legacy system, no maintenance is required for Sales Cloud and licensing costs also would be less”

The analytical capabilities are very impressive and, thus, a user favorite. AI-powered forecasting tools help you make better decisions, while thorough reporting provides insights you probably hadn't been able to access before. The platform’s cloud-based nature allowed me to access these tools from anywhere, which is a huge plus for remote work.

But the platform occasionally runs slower than I'd like, especially when handling larger data sets. I also found that integrating with non-SAP systems required extra effort and technical expertise — something that might not be readily available in smaller organizations. During system updates, I experienced some minor disruptions, though these were usually temporary.

The learning curve was steeper than anticipated. While some team members may adapt quickly, others might struggle with the platform's complexity. In fact, many users I spoke with ended up hiring consultants just to get their systems configured properly, which added to the overall cost.

According to Azhar I, Team Lead at Accenture:

The CRM system helped me by streamlining customer interactions, allowing for better tracking of leads, sales and follow-ups. It made managing client data more efficient.

Talking about the challenges I faced — some customization options were a bit limited and data integration with other tools wasn’t always seamless, requiring manual updates at times. Still, the integrations are not as hard as they seem. These days business expectations are just sky high and they expect everything in a single press.”

My conclusion is that while SAP Sales Cloud offers customization options, it sometimes falls short for businesses with unique requirements. The platform works best for medium to large enterprises, particularly those already invested in the SAP ecosystem. For smaller businesses, the combination of high costs, technical requirements and implementation complexity might be overwhelming.

That said, once you get past the initial hurdles and have it properly set up, SAP Sales Cloud is a powerful tool. The key is having the right resources, budget and technical support to fully take advantage of its capabilities.

Pros & Cons

  • Data Analysis: SAP Sales Cloud’s advanced analytics tools help you make data-driven decisions across your sales pipeline.
  • Customer Insights: Users like that they have a 360-degree view of each customer's journey, interactions and history in one place.
  • Automation: It helps you save time with automated workflows that handle repetitive sales tasks and documentation.
  • Complex Interface: The platform's extensive features can be overwhelming for new users, requiring significant training time.
  • Performance Issues: Users may experience slower loading times when handling large amounts of data or multiple processes.
  • Limited Integration Options: Connecting with non-SAP systems can be challenging and may require additional development work.

Key Features

  • Sales Forecasting: Known for its analytics capabilities, SAP lets you track sales performance with precision using the Forecast Tracker. It compares your submitted forecasts against targets and opportunity amounts. Run simulations to see how different scenarios impact your revenue estimates in real time and quickly identify discrepancies that need attention.
  • Dashboards & Reports: Scoring a 100 for this functionality, the CRM lets you build custom reports that match your business requirements by selecting specific data sources, time frames and key figures. Interactive visualizations like bubble charts and bar-line combinations bring your data to life, helping you spot trends and opportunities at a glance.
  • Document Management: Store and organize all your sales documents in a centralized library where you can create custom folder structures to keep everything organized. Share files securely with team members through links while maintaining control over access permissions for private folders and sensitive documents.
  • Lead Management: Capture leads from multiple sources, including phone inquiries and email campaign responses, and smoothly convert them into opportunities. Use Lead Intelligence to predict conversion likelihood through machine learning, which analyzes historical data points like lead dates, priorities and sources to give you accurate lead scores.
  • Contact Management: You can create detailed contact profiles linked to corporate accounts and track all their interactions across activities, orders and opportunities. Get a complete 360-degree view of your relationship with each contact, including their current status and all past interactions.
  • Mobile App: Manage your sales operations on the go with native apps for both Android and iOS devices. You can create opportunities, leads, tasks and sales quotes, log calls, view interactive charts, and manage your appointments.
  • AI-Based Coaching: Receive step-by-step guidance from AI-powered recommendations that help you win more business. Get prescriptive suggestions on your next best actions to progress opportunities through your sales pipeline effectively.
Ontraport
Ontraport
Start Price
$24
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked Ontraport

Ontraport is an all-in-one platform providing combined CRM and marketing automation, with intuitive features for a host of needs. Users report a high level of customization, along with excellent service and community support, as chief benefits. The platform also offers useful features such as campaign management, workflow management and time-saving automation.
However, the price and lack of basic integrations and compatibility are drawbacks. Users also find the reporting features are slow, making it difficult to run campaigns. The system overall is a solid pick particularly for small businesses with a big enough budget that wish to upscale operations and deliver marketing outcomes.

Pros & Cons

  • User-Friendly: Of users mentioning the platform, 60% describe it as intuitive, easy to use and powerful.
  • Highly Customizable: All users reviewing this aspect suggest it offers a full range of capabilities and can be personalized to fit tailored requirements.
  • Workflow Management: Useful metrics are available to help guide workflows and delegate work based on results, say 72% of users who review this feature.
  • Campaign Management: Nearly 85% of users reviewing this feature find benefit from its data tracking, data management, open and click-through rates, sales data, form creation and useful metrics.
  • Customer Service: Customer support is very diligent and is well-versed with product knowledge, in the experience of 87% of users citing support.
  • Timely Updates: More than 65% of users referencing this aspect agree that the platform is continuously evolving and improving with every update.
  • Community Support: All reviews on this subject appreciate the dedicated Facebook community that provides insights and lets users offer feedback on improvements.
  • Not Budget-Friendly: Despite being for small businesses, the software price is more suited for larger companies, according to 75% of users referencing price.
  • Slow Reporting: The reporting feature is not very robust and has a fixed time frame that restricts deriving reports as per requirement, state 87% of users talking about this.
  • Lacks Integration: In 66% of reviews on this topic, users note the platform isn’t fully compatible with browsers like Safari and lacks integrations such as payment gateways, making it difficult to process campaigns.

Key Features

  • Marketing Automation: Strengthen marketing efforts while automating daily tasks throughout the customer lifecycle. Create unified campaigns, set up marketing funnels, personalize customer journeys, send messages on multiple channels and build a variety of automated user paths. 
  • Lead Management: Visual elements and intuitive tools make it easy to track, store and update leads. A complete view of customers from lead score to engagement history helps make data-based decisions. Import leads from multiple sources, including API, SMS, direct import and lead-capture forms. 
  • Segmentation: Send the right content and campaigns to the right audience using behavior-based tagging, automatic lead assignment to campaigns and multiple segmentation criteria. 
  • Sales Force Automation: Sales team can simplify all sales-based activities and processes with task automation and pipeline management. Features help bring the most important information forward, identify the best leads, equally distribute leads and keep everything organized. 
  • Email Marketing: Drive higher engagement with contacts by seamlessly connecting and following up with them. Analytics tools optimize efforts for better results while a private IP ensures a strong email reputation. Offers a mobile-responsive design, templates, scheduling, SMS reminders and opt-ins, and automated lead assignment. 
  • Landing Pages: Build landing pages without knowing code or hiring a developer thanks to drag-and-drop tools, templates and predesigned elements. Pages are mobile-responsive and can connect with contact databases to provide dynamic content and personalize each visitor’s experience. 
  • Analytics: Provides reports and real-time analytics, measuring things like campaign performance, engagement, customer lifetime value (CLTV), UTM data, A/B results and conversion rates. 
  • Process Automation: Save time, standardize processes and scale more effectively using this suite of tools to automate time-consuming tasks. Supports blending manual and automated tasks for full control. 
  • E-Commerce: Seamlessly manage business online, giving customers a smooth shopping experience. Includes upsells and add-ons to boost revenue. Also offers integration for payment gateways such as Stripe and PayPal, coupons, web forms, and automated management for scenarios like refunds. 
  • Referral Programs: Drive more sales by providing partners with referral management capabilities. Supports end-to-end management to offer incentives, set commission rates, measure results, integrate with WordPress sites via plugin and centralize data storage.  
  • Membership Sites: Provides a single, hassle-free platform to get the site up and running quickly. Includes prebuilt page templates, free hosting, an Ontraport domain, a user-friendly page builder and automated management for things like access levels and registration. Supports WordPress integration if needed. 
  • Integrations: Integrates with dozens of third-party applications for e-commerce, help desk, accounting, forms, learning platforms, reporting and tracking, video, social media, webinars, voice and SMS, API connectors and more. 

COMPARE THE BEST Sales Software

Select up to 2 Products from the list below to compare

 
Product
Score
i
SelectHub’s Analyst Rating is based on data from our 400+ point analysis of Sales Software, user reviews, and our own crowd-sourced data from our free software selection platform. Scores are periodically updated via ongoing selection projects and user activity within our platform.
Start Price
Free Trial
Company Size
Deployment
Platform
Logo
Salesforce
$25
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Salesforce
Infusionsoft
$159
Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Infusionsoft
Pipedrive
$14.90
Annual, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Pipedrive
Dynamics 365 CRM
$65
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Dynamics 365 CRM
ActiveCampaign
$9
Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
ActiveCampaign
Seismic
$32
Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Seismic
Bitrix24
$39
Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Bitrix24
ZoomInfo
Still gathering data
No
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
ZoomInfo
SAP Sales Cloud
$134
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
SAP Sales Cloud
Ontraport
$24
Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Ontraport

All Sales Software (56 found)

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Spiro

by Spiro
Spiro
Spiro employs native AI capabilities to help companies proactively manage leads and customers. It can be leveraged for common tasks like lead management and activity tracking, as well as more advanced functions such as sales enablement and analytics.It helps evaluate sales data and assists sales teams by sending reminders to update contacts, change pipeline status, correct inconsistencies and more.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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BenchmarkONE

by Hatchbuck
BenchmarkONE
BenchmarkONE, formerly known as Hatchbuck, is a cloud-based CRM product that helps users automate many of the processes surrounding their relationships with customers. With an affordable pricing model and deployment availability, it’s best suited for small businesses. Its features, which focus on automating marketing activities, span across easy email creation, drip campaigns and form building. Additional features such as analytics and contact importation help it stand out from its competitors.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Nutshell CRM

by Nutshell
Nutshell CRM
Nutshell CRM is a cloud-based customer relationship management (CRM) platform designed to assist businesses with sales, marketing, and customer service operations. It caters particularly well to small and medium-sized businesses seeking a straightforward and cost-effective CRM solution. Nutshell CRM's user-friendly interface and setup process make it accessible even for those new to CRM software. Nutshell CRM offers a range of features including contact management, lead tracking, opportunity management, email marketing, and reporting, all at an affordable price point, with plans starting at $16 per month. Users appreciate its ease of use, affordability, and comprehensive features, making it a strong contender in the CRM market.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Kommo

by QSOFT
Kommo
Kommo (formerly amoCRM) is a messenger-based multifunctional sales management solution. It helps users manage digital pipelines, keep leads engaged using behavioral triggers and streamline core processes like lead nurturing, task assignment, sales analytics, campaign and communication management and performance tracking. Available with cloud-based deployment and full-featured mobile access on iOS and Android, it enables fast deployment and on-the-go accessibility to build a powerful sales stack. Pros Intuitive interface Robust automation features Seamless integrations Strong mobile app Excellent customer support Cons Limited customization options Occasional bugs and glitches Steeper learning curve for some features Pricing can be higher for larger teams Reporting could be more robust
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Creatio

by Creatio
Creatio
Creatio is a versatile platform that combines CRM capabilities with powerful business process management tools. It helps businesses manage customer relationships, automate workflows and build custom apps without extensive coding knowledge.Starting at $25 per user per month, Creatio stands out with its no-code development platform, allowing teams to create and modify business apps through an intuitive drag-and-drop interface. The system is great at handling complex sales processes, marketing campaigns and customer service operations.The platform is particularly well-suited for mid-sized to large organizations that need more than just basic CRM functionality. The recently updated Freedom UI makes it more accessible for everyday users, though some technical expertise is helpful for more advanced customizations.Users like Creatio for its flexibility and vast feature set, including reporting capabilities, lead management tools and customer service features. Some users have noted occasional performance issues, particularly with page load times. New users should be prepared for a learning curve due to the platform's extensive functionality.To thoroughly analyze Creatio, I took a multi-faceted approach. First, I signed up for a free trial to test the platform hands-on and explored the mobile app to understand the user experience across devices. For real-world insights, I reached out to current Creatio users and read reviews on sites like Capterra. Further, I reviewed case studies and watched tutorials to learn and make the most out of the platform's capabilities. Finally, I utilized in-depth research from SelectHub's analysts, who extensively tested and evaluated Creatio.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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PlanPlus Online

by Complete XRM
PlanPlus Online
PlanPlus Online is a cloud-based solution to increase productivity and achievement across organizations. It helps individuals and organizations seamlessly increase productivity with contact management, task management, calendar set-up, daily notes and an online planner. It also enables collaboration, sales, marketing and project management with critical productivity metrics for businesses. It combines with multiple devices and technologies, including iOS, Android, Gmail, Google Calendar, Microsoft Outlook and more, to synchronize workflows across multiple stages. Developers can rely on SOAP and RESTful API endpoints to work virtually with any third-party technology.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Lusha

by Lusha
Lusha
Lusha is a unique software system that ranks 27 among all Contact Management Software according to our research analysts and 327 crowd-sourced reviews from 2 sources. Starting from $99, Lusha is priced cost-effectively, offers a free trial on occasion and is most applicable for business of all sizes. Lusha can be deployed online and on-premise and is accessible from a limited set of platforms including Windows and Linux devices. Similar alternatives to Lusha include SalesJunction, BIGContacts and Kommo.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
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Spotio

by Spotio
Spotio
Spotio is a field sales engagement tool that helps improve efficiency and accelerate different processes. Designed for managers, operations and sales reps, it automates manual tasks, promotes accountability and offers significant insights into sales performance. Equipped with mapping, pipelines, autoplays, prospecting and an activity tracking and reporting dashboard, it helps organize and provide visibility into sales team activities, ensuring increased ROI.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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HubSpot Sales

by HubSpot
HubSpot Sales
HubSpot Sales Hub is an all-around CRM solution that delivers numerous features, including contact management, email tracking, meeting scheduling and pipeline management. Its automation capabilities help sales teams focus on high-value activities.Key aspects include lead scoring, email communication, custom reports, and integration with HubSpot's marketing and service hubs. Recent updates have introduced AI-powered tools for more efficient sales forecasting and lead scoring.It’s particularly beneficial for small to medium-sized businesses, though it scales well for larger enterprises. HubSpot Sales Hub offers tiered pricing to suit different business needs. The Starter plan begins at $20 per month, while Professional and Enterprise plans offer more advanced features at higher price points. A free version with basic CRM functionality is also available.Users praise HubSpot Sales Hub for its user-friendly interface and integration capabilities. However, some find the learning curve steep for advanced features and mention that customization options can be limited in lower-tier plans.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Prophet CRM

by Avidian Technologies
Prophet CRM
Prophet CRM offers a robust set of features to enhance productivity with seamless workflows while keeping data intact. It saves time by avoiding the need to switch between Outlook and the software itself. Users can leverage it for custom quote and document generation, sales automation, reporting, analytics and more.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
Demo Pricing

Maximizer CRM

by Maximizer Services
Maximizer CRM
Maximizer CRM is a sales and marketing solution that provides functionalities such as client management, a sales pipeline, customer support, campaign management, marketing automation and more. With about 90% customer satisfaction, it offers insights for business growth. A custom API and integration options add value to processes. It helps increase sales, build relationships, provide customer support and fit business needs with different deployment options based on requirements. Users can access it on mobile devices to access information and send updates on the go.
User Sentiment User satisfaction level icon: good
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Future POS

by Future POS
Future POS
Future POS is a well-known software system that ranks 115 among all POS Software according to our research analysts. Future POS is most fitting for companies on the small or medium side. Future POS can be deployed in the cloud and on-premise and is accessible from a few platforms including Windows devices. Similar alternatives to Future POS include Priority Retail, Grindless POS and Veloce POS.
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
Demo Pricing

Maitre'D

by Posera
Maitre
Maitre'D is a noteworthy software solution that ranks 49 among all Restaurant Management Software according to our research analysts and 2 crowd-sourced reviews from 1 source. Maitre'D is most applicable for small-to-mid-sized businesses with less than 1000 employees. And is accessible from a fewer number of platforms including Windows devices. Similar alternatives to Maitre'D include Plexis POS, OrderMate and Cube POS.
User Sentiment User satisfaction level icon: good
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
Demo Pricing

Oracle Sales Cloud

by Oracle America
Oracle Sales Cloud
Oracle Sales Cloud is a cloud-based customer relationship management (CRM) platform designed to simplify the sales process for organizations of all sizes. It offers various features, including lead management, opportunity tracking, forecasting and quoting.It’s great for businesses wanting a complete system that can grow with them. Key benefits include increased sales productivity, improved forecasting accuracy and better customer relationships.The platform also offers mobile access, social media integration and advanced analytics. While users generally appreciate its robust features, ease of use and scalability, some find it pricey and challenging to learn initially.Oracle Sales offers various pricing plans to meet the needs of different businesses. The basic plan starts at $75 per user per month, while the enterprise plan can cost several thousand dollars per month. It also provides a free trial that allows users to try the platform before they buy. Pros Comprehensive features Easy-to-use interface Scalable for large teams Mobile access and collaboration Advanced analytics and reporting Cons High implementation cost Steep learning curve Limited customization options Integration challenges
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
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Salesforce Sales Cloud

by Salesforce.com
Salesforce Sales Cloud
Salesforce Sales Cloud is a customer relationship management (CRM) solution designed to help businesses of all sizes manage their sales processes more effectively. It offers a range of features to simplify lead management and boost sales.Key benefits include AI-powered lead scoring, customizable dashboards, reporting tools and mobile access for on-the-go sales teams. Sales Cloud stands out for its scalability, making it suitable for businesses ranging from small startups to large enterprises. Users appreciate Sales Cloud for its user-friendly interface and extensive customization options. Many find Einstein’s AI capabilities to be game-changing for their sales strategies. However, some users note that there can be a steep learning curve for advanced features, and costs can add up quickly with additional modules and user licenses.Its pricing starts at $25 per user per month for the Starter plan, suitable for small teams. More advanced plans range from $100 to $500 per user per month, offering more refined features. While not the cheapest option on the market, Salesforce can be a worthwhile investment for its comprehensive toolset and scalability Salesforce provides.Salesforce Sales Cloud is a good choice for businesses looking for a flexible solution, provided they're able to handle the potential complexity and cost associated with a top-tier CRM platform.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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SalesJunction

by SalesJunction
SalesJunction
SalesJunction is a web-based platform that helps manage sales force automation and nurture customer relationships. Designed for SMBs, it offers affordable services for businesses. It includes sales workflows, data import, reporting and advanced search. It offers a 15-day free trial, enabling users to make informed business decisions. It employs robust security measures to keep users’ data safe.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 or less
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Demo Pricing

EngageBay

by EngageBay
EngageBay
EngageBay is a comprehensive software designed to streamline customer relationship management (CRM) alongside marketing, sales, and service automation. It is particularly well-suited for small to medium-sized businesses seeking an affordable, all-in-one solution to manage and nurture customer relationships, automate marketing processes, and boost sales. One of the key benefits of EngageBay is its ability to offer a wide range of functionalities at a competitive price point, making it an attractive option for businesses looking to maximize their budget. Popular features include email marketing, lead generation tools, and a centralized CRM system that helps businesses keep track of customer interactions and manage tasks efficiently. When compared to similar products, users often highlight EngageBay's user-friendly interface and the exceptional value it provides, given its lower price range. Pricing models are flexible, with options ranging from monthly to annual payments, allowing businesses to choose a plan that best fits their financial and operational needs.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
Demo Pricing

AllClients

by AllClients
AllClients
AllClients is a versatile CRM software designed to streamline client management tasks, making it particularly beneficial for small to medium-sized businesses across various industries such as real estate, consulting, and service-based sectors. Its user-friendly interface offers unique features like automated follow-ups, email marketing, and contact management, which enhance productivity and client engagement. Users appreciate its simplicity and the ability to customize workflows to fit specific business needs. Compared to similar products, AllClients stands out for its intuitive design and comprehensive support options. While pricing details are not explicitly available, potential users are encouraged to contact SelectHub for a tailored quote that aligns with their specific requirements. This ensures businesses can effectively budget for the software while maximizing its potential benefits. Overall, AllClients provides a robust solution for businesses seeking to improve their customer relationship management processes.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
Demo Pricing

Agendize

by Agendize
Agendize
Agendize is a versatile appointment scheduling and customer engagement platform used by businesses across various industries. It offers a range of key features, including robust appointment scheduling, multi-channel integration, and automation, which streamline operations and enhance customer experiences. Users appreciate its user-friendly interface and customization options, along with responsive customer support. Agendize is known for its cost-efficiency and mobile accessibility, making it accessible to a broad user base. Users believe that Agendize holds its own against similar products, citing its strengths in appointment scheduling and multi-channel integration. However, some note limitations in terms of customization and pricing when compared to other offerings in the market. Pros Efficient Scheduling Detailed Analytics Client Management Cons Limited Customization Integration Challenges Lack of Advanced Features
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
Demo Pricing

Salesmate

by Salesmate
Salesmate
Salesmate is a versatile software solution designed to streamline customer relationship management (CRM) and task management for businesses. It is particularly well-suited for small to medium-sized enterprises seeking to enhance their sales processes and improve customer interactions. The platform's intuitive interface and robust features make it an attractive option for teams looking to boost productivity and efficiency. Users appreciate Salesmate for its comprehensive suite of tools, including contact management, sales pipeline tracking, and automation capabilities. These features help businesses maintain organized workflows and foster better communication with clients. Additionally, Salesmate offers insightful analytics and reporting, enabling companies to make data-driven decisions. In terms of pricing, Salesmate is competitively positioned, typically charging on a per-user, per-month basis, making it accessible for growing teams. Compared to similar products, users often highlight its ease of use and the value it provides for the cost, making it a compelling choice for those in need of a reliable CRM solution.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Buyer's Guide

Everything You Need To Know About Sales Software

By Christina George, Technical Content Writer at SelectHub

Key Takeaway 1

Sales software is a tool that helps businesses streamline operations with automation, collaboration and data analysis.

Key Takeaway 2

Key features include CRM, lead management, pipeline management, workflow automation, and reports and analytics.

Key Takeaway 3

Successful implementation requires a technology strategy and proper needs analysis.

Key Takeaway 4

Remember to ask vendors about AI capabilities, scalability and industry experience before making a purchase.

What This Guide Covers:

Primary Benefits

Shocking as it may seem, sales reps actually spend only 35.2% of their time selling. Those are rookie numbers. Bump those numbers up with sales software.

Sales Software Primary Benefits

Increase Automation

Tired of seemingly endless data entry and repetitive follow-ups? Sales software automates these time-sucking tasks, freeing you up to focus on building relationships and closing deals. Create custom workflows, automate lead assignments and set up triggers for follow-ups and notifications.

Make Data-Driven Decisions

Flying blind is for bats, not your sales team. Use data to optimize your sales strategy, prioritize leads and improve win rates in the long run. Transform your gut feelings into actionable insights with real-time visibility into your sales pipeline, KPIs, trends and areas for improvement.

Arnab Mishra, CEO of Xactly Corporation, believes tracking sales performance and leveraging predictive analytics can boost revenue.

“Managing and monitoring overall sales performance and tracking sales execution through interactive dashboards allows businesses to leverage predictive analytics. These insights provide accurate sales and revenue forecasts, identify high-value accounts to help sales teams prioritize leads and opportunities, and optimize sales strategies — ultimately improving conversion rates and revenue.”

Boost Collaboration

Communication is key isn’t just an old adage. Foster a dream team environment with seamless communication features. Stay on the same page with shared calendars, internal messaging, and deal tracking. No more information silos — empower your team to collaborate like never before!

Optimize Lead Management

Say goodbye to scattered leads and missed opportunities. Access a centralized hub with data on captured and qualified leads. Use automated lead scoring based on preset or behavioral parameters to prioritize the hottest leads.

Enhance Customer Experiences

Delivering exceptional service and building lasting relationships is part and parcel of the sales experience. Personalize communication, automate follow-ups, improve branding, speed up response times and provide real-time deal updates.

Key Features

Lead Management

Capture leads from various sources, centralize them in a single platform and nurture them with targeted campaigns. Prioritize important prospects by scoring and auto-assigning leads to reps based on pre-set criteria.
Pipeline Management

Visualize your sales funnel with a clear overview of each lead's stage. Forecast deals, prioritize high-potential opportunities and identify bottlenecks for smoother sales flow.
Automated Workflows

Free up your valuable time by automating repetitive tasks. Schedule automatic follow-up emails, assign tasks based on lead behavior and streamline data entry for increased efficiency.
Task Management

Keep your team on the same page with shared calendars, internal messaging and collaborative deal tracking. Assign tasks, set deadlines and view task status to improve accountability.
Analytics and Reporting

Transform sales data into actionable insights. Track key metrics, identify trends and gain valuable customer behavior patterns to optimize your sales strategy for maximum impact.
CRM

Store and manage all customer interactions and contact information in one centralized location. Personalize communication, access detailed contact information and build stronger, lasting customer relationships.
Integrations

Ensure your system isn’t an island. Streamline workflows by integrating with email providers, accounting software and marketing automation platforms through native, third-party or API access.
Mobile App

Stay connected and manage your sales pipeline on the go. Increase flexibility by accessing customer data, updating deals and collaborating with your team from your smartphone or tablet.

How To Compare Sales Software

Picking the right software is kind of like trying to choose the perfect watermelon. Everything looks pretty similar on the outside, but once you cut in, you may discover an entirely different story. While we can’t help you out in the produce section, we can demystify sales software selection for you.

Needs Assessment

Before you dive into a Google search of sales tools, you’ll need to understand your requirements. Are you struggling with gaps in your sales process? Do you have an outdated database? Would you like more AI capabilities? The answer to all those questions lies in a needs assessment. Try our free requirements template to gain a better idea of your business needs.

Technology Strategy

Implementing new software without a strategy is a fool’s errand (we exaggerate, but it does lead to lower performance). Chuck Shaeffer, CEO of research-based consultancy Johnny Grow, finds top performers have a documented technology strategy in common.

“Our data shows that the top performers applied a documented technology strategy to plan, procure and benefit from their software applications 4.5 times more frequently than their lower performing peers.
When we correlated respondents that apply a sales tech stack or technology strategy with user adoption and investment data, we found that those with tech strategies achieved 30 percent higher user adoption and 6 percent lower total cost of ownership (TCO), on average, when compared to those that didn't.”

Vendor Analysis

Like Tolstoy’s unhappy families, no two businesses are unhappy in the same way (figuratively speaking). Vendors need specific experience and functionality to turn your frown upside down. Arnab believes vendors require a clear understanding of customer challenges and expertise for best results.

“When considering a sales software purchase for your company, you want to consider a vendor with extensive experience. Vendors should recognize their customers' needs and feedback regarding specific product functionality and then leverage this information to better inform their strategies and customer engagements. They should get to the heart of the customers’ challenges – and know no two are the same.”

Cost & Pricing Considerations

Like most cloud-based solutions, sales software follows a subscription-based tiered pricing model. Pricing tiers are based on functionality, users and advanced features. Most vendors charge per user, per month, although some software is billed annually.

Questions To Ask During Your Search

Asking questions isn’t restricted to those with a scientific temperament. It’s also a great way to shortlist your needs and vendor requirements. The following questions can help get you started:

Sales Software Key Questions

  • What gaps are we facing in our sales operations?
  • Are we looking for an all-in-one solution or do we need to fill a specific need?
  • Do we need a CRM-focused solution?
  • How many users will use the software?
  • Do we need assistance with data migration?
  • Do we require extensive customization?

Darr Aley, Chief Commercial Officer at AI-powered sales prospecting platform Aidentified, believes it’s important to ask vendors the following questions:

“
  • Does the product use AI, if so, how?
  • What data privacy and safety protocol does the product have in place?
  • What kind of customer service is provided? Is it white glove, 24-hour service? Do you get a dedicated team member to your account?
  • How robust are the data sets?

FAQs

Q: Is sales software difficult to implement and use?

It depends on the solution you choose and the level of customization you require. Some solutions offer user-friendly interfaces and intuitive workflows, making them ideal for teams with minimal technical expertise. However, more sophisticated software may require a steeper learning curve. Users may benefit from onboarding or training provided by the vendor.

Q: How can I ensure my sales team adopts the new software effectively?

Try the following tips to boost user adoption:

  • Involve key stakeholders in the selection process: Involvement fosters a sense of ownership and increases the team’s buy-in.
  • Provide comprehensive training and support: Ensure your team receives thorough training on the software's functionalities. Offer ongoing support resources and address any questions or concerns promptly.
  • Highlight the benefits: Showcase how the software can make their jobs easier and more efficient. Emphasize the positive impact on their sales performance and overall productivity.

Q: Is sales software secure for storing customer data?

Security and encryption features close the door to privacy leaks. Look for features like role-based access control, data encryption, and secure login procedures. If you are in a sensitive field ask about the vendor's data security compliance certifications.

Q: What kind of customer support does sales software offer?

The level of customer support varies from vendor to vendor. Some may provide phone, email, and chat support, or on-demand support for a fee with other resources like online knowledge bases and video tutorials. Consider your team's needs and preferences when evaluating customer support options. Remember to ask about response times and the availability of support during your business hours.

Find the Right Sales Software

Free Comparison Report

Buying new sales software may be a tough job, but you know what to look for now! Want to bolster your chances at successful software selection? Use our free comparison report to weigh the best sales software solutions against your needs.

Additional Resources

About The Contributors

The following expert team members are responsible for creating, reviewing, and fact checking the accuracy of this content.

Christina
By Christina George
Technical Content Writer
An Associate Editor at SelectHub, Christina George creates and edits articles spanning project management, CPQ, CRM, marketing automation and home health software. As a Bachelor of Arts graduate with a triple major in Economics, Political Science and Sociology, her aim is to bring an integrated and simplified approach to long-form technical content. Formerly a food writer, copywriter, and social media sleuth, she has a soft spot for a quality pun. When not crafting articles and editing buyer's guides, you can find her attempting to score goals on the football field, binge-watching Curb Your Enthusiasm, or re-reading Pride and Prejudice for the nth time.
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Arnab Mishra
Expert Review By Arnab Mishra
Contributor & Advisor
Arnab Mishra is the CEO of Xactly Corporation. With over two decades of leadership experience, Mishra joined Xactly as SVP of products in 2017. He was promoted to Chief Product Officer in 2018 and Chief Operating Officer in 2023. In his roles, he led cross-functional teams dedicated to Xactly’s go-to-market, product and customer success. Arnab also serves in board and advisor roles for SmartAction and Zingtree and has previously been an executive team member and advisor of three successfully acquired SaaS companies.
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Chuck
Expert Review By Chuck Schaeffer
Contributor & Advisor
Chuck Schaeffer is CEO of Johnny Grow, a research-based consultancy with deep expertise in CRM and sales technologies. He has been providing management consulting services for over thirty years, working for some of the largest global services providers, such as IBM and Accenture.
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Darr
Expert Review By Darr Aley
Contributor & Advisor
Darr Aley is the Chief Commerical Officer at Aidentified. He has been lucky to work with Jeff Bezos and Elon Musk in areas that include mergers and acquisitions, business development, strategy, and operations. Since then he has started and/or funded three data and analytics companies with his brother Tom. His current responsibilities include business and corporate development.
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Dianna
Edited By Dianna Dragonetti
Content Editor
As an editor, Dianna Dragonetti leads a team of five writers in writing about a variety of software, with an emphasis on how these tools empower businesses. Categories include accounting, learning management systems, content management systems, supply chain management, and electronic data interchange.
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