5 Min. Read

5 Top Sales Management Software & Tools For Sales Team

January 16, 2024

A business would be nowhere without its sales team.

The sales cycle is what keeps a business alive and running. No sales, no income, no business.

But a sales team isn’t just about selling. You also need to do a variety of administrative tasks and customer relationship jobs. Sales teams create and nurture leads to gain your business customers.

In sales, customer satisfaction is key. As the famous saying goes; If you’re not taking care of your customer, your competitor will.

Although all of these responsibilities are necessary, they are also very time-consuming.

That’s where sales management software comes in. A good or customer relationship management software, or CRM, allows your sales team to cut down on tedious tasks. This frees them up for tasks that help your business achieve its desired goals.

But what software is out there and what is the best?

We’ll take a closer look at the top 5 currently on the market.

Here’s What We’ll Cover:

1. FreshBooks

FreshBooks services are perfectly tailored for small business owners. It allows you to manage your clients in one integrated platform.

FreshBooks is accounting software that provides accounting solutions for small business owners. With all client estimates, invoices, payments, credits, and other financial info in one place, it’s easy to keep track of clients.

They offer simple pricing, the software is easy to use and there are no hidden costs.

FreshBooks also has the benefit of offering a free trial. This means you can try it out to see if it fits your business before putting any money down.

Once your trial is up, FreshBooks’ basic option offers its ‘lite’ services for just $19.00 per month. You also have the option to choose their custom pricing offer. This gives you access to unlimited users and billable clients, as well as specialized features.

2. Monday

Whether you’re tracking leads, managing sales funnels, or onboarding customers, Monday is a great choice.

It is fully customizable so that your team can tailor it to how they work best.

Monday allows you to streamline your sales process. This means that your team can put more focus on nurturing customer relationships and help improve conversion rates.

Monday offers a free plan for up to two people, but their basic paid plan only costs $7 per extra worker.

3. Act!

Act! provides companies with solutions to organizing prospects and customer details. This helps streamline your sales activity and helps drive sales results.

They offer integration with Outlook email so that you can keep track of your communications across your whole team. They also have an app for your tablet or smartphone which allows you to stay productive even when you’re on the go.

Act! offers a free trial and then their most basic plan starts at $15 per month.

4. Zendesk Sell

Zendesk, as the name suggests, is a sales management tool that promises to make your life easier and calmer.

Their software is designed to improve customer relationships and increase sales for any business size.

Their platform gives your sales reps access to integrated tools that provide the full context of each customer’s account. This can be done at any stage of the sales pipeline.

This allows everyone across your sales staff to be on the same page and nothing will be lost in translation.

Zendesk offers a 14-day free trial that gives you access to all of its features. Their basic plan then starts at $19.

5. Keap

Ranked number 1 for ease of use, Keap promises to help you dramatically grow your sales and save valuable time by eliminating business chaos.

Its services include being able to create custom forms and embed them on your website and landing pages. This helps coordinate your efforts to land more qualified leads.

Keap is a fully integrated software that allows you to send emails, make a call, fire off a text, and more on both your phone and your desktop in real time.

They offer a free demo for you to try out the software. If you decide to purchase it, they have a sliding price scale that’s dependent on how many contacts your business has.

Key Takeaways

Your sales and marketing team is a vital part of your business.

Therefore you’re going to want to give them all the help that they need. By cutting down on admin tasks, you can help your sales reps reach their sales goals. This will in turn allow your business to flourish.

When it comes to choosing the right software, you’ll have to take stock of what your business needs are. This will help you decide what software could be most beneficial to you.

Are you looking for more business advice on everything from starting a new business to new business practices?

Then check out the FreshBooks resource hub.