The best sales pipeline management tools will give you a holistic view of their sales journey to drive more conversions.
Leading sales pipeline tools provide customizable pipelines and dashboards, allowing sales teams to meet their unique business needs.
Salesmate is the #1 choice for the best CRM pipeline management solution with its high-value features and affordability.
The best CRM pipeline management tools offer an ROI of $8.71 for every dollar spent.
But, finding the perfect sales pipeline solution for your business can be daunting with so many options.
The decision-making will be easier if you know –
Your basic needs regarding the pipeline software
Budget for the tool
The best options for sales pipeline management tools in the market
Considering these concerns, we have listed 13 leading sales pipeline management tools.
These are top-rated on software review sites like Capterra and G2 and are the favorite of leading sales coaches.
For those new to this type of software, let’s begin with a simple definition of a sales pipeline management system.
What is a sales pipeline management tool?
A sales pipeline tool helps to visualize the entire sales process, from the first interaction with an MQL (Marketing Qualified Lead) to closing a deal.
Further, the sales pipeline management tool lets you build a structured pipeline, enabling you to track potential clients through various stages of the sales journey.
Now that we understand a sales pipeline management tool let’s explore the top pipeline management software solutions to boost your sales activities and conversions.
13 Best pipeline management software to boost sales
Most of the tools you’ll see on the list below are CRM(Customer Relationship Management) systems with integrated sales pipeline management features.
These days, businesses require a comprehensive approach to managing their customer relationships and sales processes, making CRM with pipeline management necessary.
Here is a comprehensive table for the overview of these top-rated sales pipeline management tools:
Sales pipeline tools
G2 rating
Pricing starts at(per user/month)
Best for
Salesmate
4.6/5
$23
Small to medium-sized businesses for faster growth
Insightly
4.2/5
$29
Project management integration
HubSpot CRM
4.4/5
$15
Comprehensive sales and marketing integration
Pipedrive
4.3/5
$12
Visual pipeline management
Close CRM
4.7/5
$49
Small to medium-sized businesses
Freshsales
4.5/5
$9
AI-driven sales insights
Keap
4.2/5
$249
Small businesses needing email marketing and sales automation
Salesforce
4.3/5
$25
Large companies needing comprehensive CRM
Monday sales CRM
4.6/5
$12
Flexible, no-code customization
Capsule CRM
4.7/5
$18
User-friendly interface and integrations
Zendesk Sell
4.2/5
$19
Integrating sales with customer service
Copper CRM
4.5/5
$9
Google Workspace integration
Weflow
4.7/5
$19
Sales performance and forecasting
Let’s discuss all the above sales pipeline management tools in detail and understand the unique values they are serving.
1. Salesmate
Salesmate is among the top choices for pipeline management systems due to its advanced features, high customization capabilities, and affordability.
The platform can help you capture leads automatically from your website with built-in lead generation tools such as Web Forms, Live Chat, and Meeting Scheduler.
Once a lead is captured, the platform will prioritize high-quality leads based on your lead scoring model, which you can also set for automation.
Further, the sales pipeline management system will provide you with a bird’s-eye view of your sales cycle with real-time insights like the total value of each stage, total pipeline value, and forecast value.
This way, your reps will focus on leads who are interested in closing and hold high value for the business.
Salesmate CRM offers omnichannel communication (call, email, and SMS), ensuring reps can connect and engage with leads through multiple channels.
You can automate your workflow and sales activities to boost productivity and conversions. Sales reporting software will help you make data-driven decisions to optimize your growth strategy.
Also, with the ticketing software, the customer support team can manage and resolve customer queries effectively.
This way, robust CRM features, automation, and analytics make Salesmate a unified solution for marketing, sales, and CX teams.
According to a recent customer review, Salesmate CRM is an excellent choice that offers extensive customizable options for deal pipelines to enhance sales process visualization. [Full review]
Key features
Contact Management with auto-profile enrichment for personalized interaction
Automated Lead Scoring System to prioritize leads
Multiple Pipeline Management with custom fields
Smart Emails, Text Messaging, and Built-in Calling to engage with prospects
Affordability with extensive value features to grow sales
Highly customizable
Offers Integrations with 700+ business apps
Cons
A steep learning curve for new users
2. Insightly CRM
Insightly CRM is one of the top-rated sales pipeline management tools in trusted software review sites like Capterra and G2.
The platform offers smart lead and pipeline management to maximize sales conversions. Further, it lets you convert hot leads into deals by tracking opportunities and effectively nurturing them.
You can build customizable sales pipelines to tailor workflows to your business needs and enhance overall sales performance.
Insightly CRM offers automation capabilities to empower teams to increase productivity by delivering services faster and more efficiently.
According to a recent customer review, Insightly is a game changer!” There are some great customization options, and their customer service is exceptional. [Full review]
Key features
Contact and account management
Sales lead tracking & opportunity management
Sales pipeline & lead management
Workflow automation
Reporting and analytics
Mobile app
Pricing: Billed annually
Plus – $29 per user/month
Professional – $49 per user/month
Enterprise – $99 per user/month
Pros:
Easy to use and customize
Strong integration capabilities
Cons:
Comparatively limited custom fields
Advanced features require higher-tier plans
3. HubSpot CRM
With HubSpot, your business can elevate its customer relationship management to a new level of efficiency and insight.
You can have a comprehensive view of your sales process using this best sales pipeline CRM, track leads, monitor quota attainment, and quickly identify monthly trends.
The sales pipeline tracking software provides a bird’s-eye view of how prospects move through your pipeline, identifying and removing roadblocks to closing more deals.
It provides real-time data on your sales activities to optimize your sales growth strategy.
According to a recent customer review, HubSpot is an affordable, easy-to-use CRM that offers great integration capabilities with business-related tools to enhance prospecting efforts. [Full review]
Key features
Contact and lead management
Sales pipeline management
Email marketing
Automation
Analytics and Reporting
Integration
Customer service tools
Pricing: Billed annually
Free – Available with essential features
Starter – $15 per month
Professional – $90 per month
Enterprise – $150 per month
Pros:
User-friendly interface
Strong integration capabilities
Cons:
Advanced features can be costly for small teams
Some initial setup complexity
4. Pipedrive CRM
Pipedrive is a sales-centric CRM with the best sales pipeline management to help teams visualize their sales processes easily.
It offers a customizable visual interface for organizing sales processes and effective sales activity tracking to identify closing opportunities.
This sales pipeline software is known for its intuitive interface, which enables businesses to manage their sales processes effectively and close deals faster.
The platform enables you to customize your entire sales funnel, visualize each stage, and automate processes to boost productivity and increase revenue.
Pipedrive also provides robust metrics and integration capabilities, ensuring seamless workflows and comprehensive data management.
According to a recent customer review, Pipedrive is a great adaptable CRM with high customizability and great pipeline management. [Full review]
Key features
Lead management
Pipeline visualization
Customizable stages
Activity tracking
Automation features
Integrations
Real-time insights
Mobile Accessibility
Pricing: Billed annually
Essential – $12 per user/month
Advanced – $24 per user/month
Professional – $49 per user/month
Power – $59 per user/month
Pros:
Easy to use and set up
Comprehensive mobile app
Cons:
Limited advanced CRM features
Higher-priced plans are needed for more features
5. Close CRM
Close CRM is a highly intuitive and easy-to-use CRM for businesses to grow sales.
With features like comprehensive pipeline views and advanced reporting, Close CRM ensures you stay on top of your sales activities. Furthermore, you can easily track deal progress and achieve your sales quota goals.
The platform’s integration capabilities and ease of use make it a must-have tool for any sales-driven organization.
As per a recent customer review, Close offers easy to use lead and pipeline management system to let your teams achieve revenue goals effortlessly. [Full review]
Key features
Built-in calling
Email automation
Task management
Customizable Pipelines
Advanced reporting with detailed analysis
Pricing: Billed annually
Startup – $49 per user/month
Professional – $99 per user/month
Enterprise – $139 per user/month
Pros:
Integrated email and calling features
User-friendly interface
Cons:
Higher pricing for smaller businesses
Limited advanced CRM functionalities
6. Freshsales CRM
Freshsales by Freshworks is a CRM solution that offers AI-powered sales automation, contact management, and advanced analytics.
It aims to help businesses streamline their sales processes and enhance customer relationships.
Freshsales makes managing your sales pipeline simple and effective. According to its users, the platform has easy-to-use customizable stages that enable you to visualize and manage your sales funnel effortlessly.
You can drag and drop leads to prioritize and track progress. With built-in automation, follow-ups are timely and less manual.
Detailed reports provide insights to help you make smart decisions and grow your sales.
A recent user reviewed Freshsales, an excellent visual sales pipeline to streamline sales processes and help to close sales effectively. [Full review]
Key features
Customizable pipeline stages
Drag-and-drop interface
Automation capabilities
Detailed analytics and reporting
Pricing: Billed annually
Growth – $9 per user/month
Pro – $39 per user/month
Enterprise – $59 per user/month
Pros:
Strong contact and pipeline management
Good customer support
Cons:
Complex initial setup and steep learning curve
Auto profile enrichment is only at the Enterprise plan
7. Keap CRM
Keap is a great CRM and pipeline management software for small businesses that combines sales and marketing automation with customer relationship management.
You can easily customize pipeline stages to fit your sales process and use the drag-and-drop interface to move leads effortlessly through different stages.
Automation tools handle follow-ups and tasks, ensuring no sales-worthy lead goes unnoticed. Plus, detailed analytics provide insights into your sales performance, helping you make data-driven decisions to boost growth. Keap CRM makes managing your sales pipeline straightforward and effective.
According to a recent G2 review, Keap greatly contributes to its small business by maintaining a pipeline to keep its work organized and have excellent visibility. [Full review]
Salesforce CRM is a cloud-based platform renowned for its extensive functionality and scalability.
It offers powerful pipeline management that helps sales teams visualize their sales process, track opportunities, and manage deals efficiently.
Advanced forecasting tools and detailed analytics provide insights into sales performance, while customizable dashboards offer a comprehensive overview.
Integration with third-party applications ensures seamless data flow, enhancing workflow efficiency and productivity.
A recent review on G2 highlights Salesforce offers proficient pipeline management with real-time insights. [Full review]
Key features
Pipeline visualization
Real-time insights
AI-powered forecasting
Automated workflows
Customizable dashboards
Advanced reporting
Pricing: Billed annually
Starter Suite – $25 per user/month
Professional – $80 per user/month
Enterprise – $165 per user/month
Unlimited – $330 per user/month
Einstein 1 Sales – $500 per user/month
Pros:
Extensive customization and integration options
Robust AI capabilities with Einstein
Cons:
High cost, particularly for advanced features
Complex setup with a steep learning curve
9. Monday Sales CRM
Monday Sales CRM lets you see all opportunities within your pipeline to ensure every deal opportunity gets noticed. This transparency helps identify and act on potential leads promptly.
This tool allows you to set deal values, calculate close probabilities, and use detailed reports to compare forecasted and actual sales.
The system automates repetitive tasks like email follow-ups and data entry, freeing up valuable time for strategic selling and relationship building.
With robust dashboards and advanced reporting capabilities, Monday Sales CRM helps teams stay organized, make informed decisions, and close deals faster.
According to a recent customer review, Monday Sales CRM is a great tool with intuitive features for pipeline management and sales growth. [Full review]
Key features
Pipeline management
Lead management
Automation
Integrations
Customizable dashboards
Pricing: Billed annually
Basic CRM – $12 per user/month
Standard CRM – $17 per user/month
Pro CRM – $28 per user/month
Enterprise CRM – Contact sales
Pros:
Flexible customization options
Strong integration capabilities
Cons:
It can become expensive with add-ons
As per some users, it has limited reporting capabilities
10. Capsule CRM
Capsule CRM is a great tool that offers comprehensive features, customization, and affordability.
The pipeline management feature allows you to create multiple customizable pipelines to suit different sales strategies or product lines. Each pipeline stage can be tailored to fit your business’s specific needs, representing where each deal stands.
The system includes powerful reporting and analytics, giving insights into deal conversion rates and overall sales performance.
As per a recent customer review, Capsule is highly intuitive and customizable, allowing me to keep track of all client engagements. [Full review]
Key Features
Contact management
Sales pipeline
Workflow automation
Email integration
Sales analytics and customizable reports
Pricing: Billed annually
Starter – $18 per user/month
Growth – $36 per user/month
Advanced – $54 per user/month
Ultimate – $72 per user/month
Pros:
Effective contact and task management
Affordable pricing
Cons:
Limited advanced features
Not ideal for larger businesses with complex need
11. Zendesk Sell
Zendesk Sell is a sales CRM designed to enhance productivity, streamline processes, and provide visibility into sales pipelines.
Its pipeline management software helps you maximize efficiency and track your sales cycle from the first hello to the final purchase.
The software provides clear visuals and stats for all opportunities in your sales cycle, showing the steps needed to move prospects closer to purchasing.
The automation reduces time spent on mundane tasks, allowing more focus on leads and personalizing experiences for prospects.
According to a recent customer review, Zendesk for sales is robust for lead and deal management. It offers extensive features to enhance the team’s performance and boost sales conversion. [Full review]
Key features
Leads and deal scoring
Customizable sales pipeline
Sales tracking
Automation and activity tracking
Advanced and customized sales reports
Prebuilt sales dashboards
Sales forecasting
Pricing: Billed annually
Sell Team – $19 per user/month
Sell Growth – $55 per user/month
Sell Professional – $115 per user/month
Sell Enterprise – Custom plans
Pros:
Seamless integration with Zendesk suite
Strong mobile app functionality
Comprehensive reporting tools
Cons:
It can be expensive for smaller teams
Some users find it lacks advanced features
12. Copper CRM
Copper CRM offers one of the best pipeline management solutions, with easy drag-and-drop pipeline creation, pipeline health tracking, and real-time visibility of team performance.
The platform lets you access granular analytics on sales velocity, pipeline value, average deal size, and more.
These insights help you track, sort, and filter deals by category, potential value, or expected close date, ensuring you never miss important opportunities.
According to a recent customer review, Copper CRM is the right app if you juggle many moving parts. It helps you achieve sales milestones with a customizable pipeline and effective activity racking. [Full review]
Weflow is an advanced pipeline management and forecasting software that enhances sales productivity through automated data entry and workflow management.
It lets you auto-sync emails, meetings, and contact data from Google Workspace or Microsoft 365.
Weflow offers seamless integration with the Salesforce platform. So, if you are a Salesforce CRM user, it would be a great sales pipeline software to invest in.
According to a recent customer review, Weflow is a Game-Changer for sales teams and rev ops. Its visualization capabilities make it easy to manage sales pipelines effectively. [Full review]
Key features
Activity capture
Deal management
Deal insights
Pipeline management
Pipeline analytics
Sales forecasting
Pricing: Billed annually
Activity Capture – $19/user/month
Deal insights and pipeline management – $49/user/month
Sales Forecasting – $69/user/month
Revenue Intelligence – $89/user/month
Pros:
Great tool for Salesforce users
Enhances team collaboration
Cons:
Pricing can be high for smaller teams
Limited standalone features
What are the top features of sales pipeline management tools?
The best sales pipeline management tools offer a wide variety of features to enable reps to be more productive and convert more sales.
Here are some key features that stand out:
1. Pipeline management and visualization
This feature offers awesome visual dashboards, often using Kanban views, to manage and customize each stage of your sales pipeline.
It helps you track deal progress and provides a clear, big-picture overview of your sales activities, making it easier to spot bottlenecks and opportunities for improvement.
Managing your sales pipeline is critical to driving consistent progress and boosting conversions. Further, you must have a set process for enhancing its efficacy and removing bottlenecks.
This feature centralizes all your contacts and leads, organizing and scoring them from various sources.
This way, all your interactions are logged and easily accessible, making it easier to manage customer relationships effectively.
3. Workflow automation
All sales pipeline management tools have workflow automation, which boosts sales team productivity by automating repetitive tasks, reminders, and notifications.
This way, the sales team gets more time to focus on closing deals.
4. Reporting and analytics
The pipeline CRM helps you monitor key sales pipeline metrics to make data-based, informed decisions that drive your strategy. Further, customizable reports and dashboards let you monitor sales performance, forecast future sales, and identify areas for improvement.
5. Sales forecasting
The sales forecast feature allows businesses to predict future sales possibilities based on historical data and current pipeline status.
This helps a sales manager set realistic goals, allocate resources mindfully, and develop strategies to achieve sales targets.
6. Customizable dashboards
Businesses love this feature in sales pipeline management tools to have tailored dashboards and views to meet your specific needs.
In fact, highly customizable interfaces help visualize and manage sales processes effectively, ensuring the sales management software fits your unique workflow.
7. Multi-channel communication
Converting a lead into a deal requires effective communication through various channels such as email, calling, SMS, and social media.
This feature ensures efficient communication, improving customer engagement and response rates by connecting prospects with their preferred mode of communication.
How to pick the best sales pipeline management software for your business?
Choosing the right sales pipeline management software can significantly impact your sales team’s efficiency and success by increasing productivity or improving decision-making.
Here are some strategic steps for choosing the best sales pipeline management system for your business:
1. Identify your needs
The first step in purchasing a pipeline CRM is understanding your needs, such as the challenges you are looking to solve.
The possible challenges can be improving lead management, boosting sales productivity tasks, and enhancing reporting.
All such thinking gives you better clarity on evaluating features of the sales pipeline management tools.
2. Set your budget
When investing in business software, you must be clear about your budget/affordability. This will further ensure you look at those sales pipeline management tools which are within your financial reach.
3. Evaluate key features
Look for essential functionalities such as stage tracking, lead management, performance metrics, forecasting, and automation. Plus, ensure the sales pipeline software offers the features that align with your sales strategy.
4. Check security
Security is crucial to protect sensitive customer information, so you must ensure the software provides robust data protection and complies with relevant regulations.
5. Ensure compatibility
Compatibility ensures a smooth workflow so you cannot disturb your existing business functioning with new software onboard to the strategy.
So, verify that the software integrates seamlessly with your existing tools, such as email platforms, billing software, and customer support systems.
6. Assess value
Compare the cost of the sales pipeline tools against the benefits and features offered to ensure you are getting good value for your investment.
Also, evaluate your top choices for
Ease of use: Check how intuitive and user-friendly the tool is so your team can quickly adopt it.
Customization: Consider the sales pipeline tool that offers customization to adapt to your specific business needs.
Customer support: Check if it offers multiple assistance options, such as live chat, phone support, and comprehensive online resources.
Scalability: Pick the pipeline software that can scale with your business and accommodate increasing data and user needs.
7. Read reviews
Check feedback from other users and experts to get insights into the software’s performance and reliability.
G2, Capterra, and Software Advice are among the top trusted review sites for SaaS products. The tools’ customer reviews can provide valuable information about potential issues and strengths.
8. Trial period or Demo
Test the tool before committing to ensure that your investment contributes to growing your business. Many sales pipeline CRM solutions offer free trials or demos, allowing you to explore the features and see if they fit your needs.
Conclusion: Which is the best sales pipeline software?
Sales pipeline tools are essential for businesses as they enable efficient management of sales processes, improve customer interactions, and boost revenue.
If sales-boosting features, customization, scalability, and affordability are your major considerations, then Salesmate is among the top choices for CRM software with a pipeline management system.
Don’t think twice; sign up for a free trial and witness the business productivity boost during the 15-day free trial.
Enhanced visibility: Visualizes each sales stage, tracking progress and identifying bottlenecks.
Improved lead management: Captures, scores, and prioritizes leads for better focus.
Increased productivity: Automates tasks, allowing sales reps to concentrate on selling.
Accurate sales forecasting: Predicts future revenue using historical data and trends.
Better collaboration: Shared tools enhance team communication and coordination.
Data-driven decisions: Detailed analytics and reporting refine sales strategies.
Who uses sales pipeline management software?
In a company, multiple people leverage a sales pipeline CRM tool such as:
Sales teams use sales pipeline management software to track and manage leads
Sales managers use it to monitor team performance
Marketing teams use it to align campaigns with sales efforts
What are the various types of sales pipeline management software?
There are two kinds of tools to manage the sales pipeline:
Sales pipeline systems integrated within CRM (Customer Relationship Management) to offer a holistic view of client interactions. For example, Salesmate, Salesforce, and Copper CRM.
Standalone pipeline management tools to manage leads, visualize the sales pipeline, track deal stages, and forecast revenue. For example, Weflow and ZixFlow.
How does sales pipeline software help forecast revenue?
Sales pipeline CRM software helps forecast revenue based on past data analysis and real-time tracking to identify trends and patterns for predicting future sales performance.
Can Google Sheets be used to manage sales pipelines?
Yes, you can use Google Sheets to manage sales pipelines at a basic level by creating custom templates to track leads, manage stages, and monitor progress. However, it lacks advanced key features like automation and real-time analytics.
Sonali Negi
Sonali is a writer born out of her utmost passion for writing. She is working with a passionate team of content creators at Salesmate. She enjoys learning about new ideas in marketing and sales. She is an optimistic girl and endeavors to bring the best out of every situation. In her free time, she loves to introspect and observe people.
A recent McKinsey survey revealed that 65% of organizations now use AI in at least one business function, predominantly in sales and marketing, up from just one-third last year.
Key Takeaways
The best CRM pipeline management tools offer an ROI of $8.71 for every dollar spent.
But, finding the perfect sales pipeline solution for your business can be daunting with so many options.
The decision-making will be easier if you know –
Considering these concerns, we have listed 13 leading sales pipeline management tools.
These are top-rated on software review sites like Capterra and G2 and are the favorite of leading sales coaches.
For those new to this type of software, let’s begin with a simple definition of a sales pipeline management system.
What is a sales pipeline management tool?
A sales pipeline tool helps to visualize the entire sales process, from the first interaction with an MQL (Marketing Qualified Lead) to closing a deal.
Further, the sales pipeline management tool lets you build a structured pipeline, enabling you to track potential clients through various stages of the sales journey.
Now that we understand a sales pipeline management tool let’s explore the top pipeline management software solutions to boost your sales activities and conversions.
13 Best pipeline management software to boost sales
Most of the tools you’ll see on the list below are CRM(Customer Relationship Management) systems with integrated sales pipeline management features.
These days, businesses require a comprehensive approach to managing their customer relationships and sales processes, making CRM with pipeline management necessary.
Here is a comprehensive table for the overview of these top-rated sales pipeline management tools:
Let’s discuss all the above sales pipeline management tools in detail and understand the unique values they are serving.
1. Salesmate
Salesmate is among the top choices for pipeline management systems due to its advanced features, high customization capabilities, and affordability.
The platform can help you capture leads automatically from your website with built-in lead generation tools such as Web Forms, Live Chat, and Meeting Scheduler.
Once a lead is captured, the platform will prioritize high-quality leads based on your lead scoring model, which you can also set for automation.
Further, the sales pipeline management system will provide you with a bird’s-eye view of your sales cycle with real-time insights like the total value of each stage, total pipeline value, and forecast value.
This way, your reps will focus on leads who are interested in closing and hold high value for the business.
Salesmate CRM offers omnichannel communication (call, email, and SMS), ensuring reps can connect and engage with leads through multiple channels.
You can automate your workflow and sales activities to boost productivity and conversions. Sales reporting software will help you make data-driven decisions to optimize your growth strategy.
Also, with the ticketing software, the customer support team can manage and resolve customer queries effectively.
This way, robust CRM features, automation, and analytics make Salesmate a unified solution for marketing, sales, and CX teams.
According to a recent customer review, Salesmate CRM is an excellent choice that offers extensive customizable options for deal pipelines to enhance sales process visualization. [Full review]
Key features
Pricing: Billed annually
Basic – $23/user/month
Pro – $39/user/month
Business – $63/user/month
Enterprise – Custom
Pros
Cons
2. Insightly CRM
Insightly CRM is one of the top-rated sales pipeline management tools in trusted software review sites like Capterra and G2.
The platform offers smart lead and pipeline management to maximize sales conversions. Further, it lets you convert hot leads into deals by tracking opportunities and effectively nurturing them.
You can build customizable sales pipelines to tailor workflows to your business needs and enhance overall sales performance.
Insightly CRM offers automation capabilities to empower teams to increase productivity by delivering services faster and more efficiently.
According to a recent customer review, Insightly is a game changer!” There are some great customization options, and their customer service is exceptional. [Full review]
Key features
Pricing: Billed annually
Plus – $29 per user/month
Professional – $49 per user/month
Enterprise – $99 per user/month
Pros:
Cons:
3. HubSpot CRM
With HubSpot, your business can elevate its customer relationship management to a new level of efficiency and insight.
You can have a comprehensive view of your sales process using this best sales pipeline CRM, track leads, monitor quota attainment, and quickly identify monthly trends.
The sales pipeline tracking software provides a bird’s-eye view of how prospects move through your pipeline, identifying and removing roadblocks to closing more deals.
It provides real-time data on your sales activities to optimize your sales growth strategy.
According to a recent customer review, HubSpot is an affordable, easy-to-use CRM that offers great integration capabilities with business-related tools to enhance prospecting efforts. [Full review]
Key features
Pricing: Billed annually
Free – Available with essential features
Starter – $15 per month
Professional – $90 per month
Enterprise – $150 per month
Pros:
Cons:
4. Pipedrive CRM
Pipedrive is a sales-centric CRM with the best sales pipeline management to help teams visualize their sales processes easily.
It offers a customizable visual interface for organizing sales processes and effective sales activity tracking to identify closing opportunities.
This sales pipeline software is known for its intuitive interface, which enables businesses to manage their sales processes effectively and close deals faster.
The platform enables you to customize your entire sales funnel, visualize each stage, and automate processes to boost productivity and increase revenue.
Pipedrive also provides robust metrics and integration capabilities, ensuring seamless workflows and comprehensive data management.
According to a recent customer review, Pipedrive is a great adaptable CRM with high customizability and great pipeline management. [Full review]
Key features
Pricing: Billed annually
Essential – $12 per user/month
Advanced – $24 per user/month
Professional – $49 per user/month
Power – $59 per user/month
Pros:
Cons:
5. Close CRM
Close CRM is a highly intuitive and easy-to-use CRM for businesses to grow sales.
With features like comprehensive pipeline views and advanced reporting, Close CRM ensures you stay on top of your sales activities. Furthermore, you can easily track deal progress and achieve your sales quota goals.
The platform’s integration capabilities and ease of use make it a must-have tool for any sales-driven organization.
As per a recent customer review, Close offers easy to use lead and pipeline management system to let your teams achieve revenue goals effortlessly. [Full review]
Key features
Pricing: Billed annually
Startup – $49 per user/month
Professional – $99 per user/month
Enterprise – $139 per user/month
Pros:
Cons:
6. Freshsales CRM
Freshsales by Freshworks is a CRM solution that offers AI-powered sales automation, contact management, and advanced analytics.
It aims to help businesses streamline their sales processes and enhance customer relationships.
Freshsales makes managing your sales pipeline simple and effective. According to its users, the platform has easy-to-use customizable stages that enable you to visualize and manage your sales funnel effortlessly.
You can drag and drop leads to prioritize and track progress. With built-in automation, follow-ups are timely and less manual.
Detailed reports provide insights to help you make smart decisions and grow your sales.
A recent user reviewed Freshsales, an excellent visual sales pipeline to streamline sales processes and help to close sales effectively. [Full review]
Key features
Pricing: Billed annually
Growth – $9 per user/month
Pro – $39 per user/month
Enterprise – $59 per user/month
Pros:
Cons:
7. Keap CRM
Keap is a great CRM and pipeline management software for small businesses that combines sales and marketing automation with customer relationship management.
You can easily customize pipeline stages to fit your sales process and use the drag-and-drop interface to move leads effortlessly through different stages.
Automation tools handle follow-ups and tasks, ensuring no sales-worthy lead goes unnoticed. Plus, detailed analytics provide insights into your sales performance, helping you make data-driven decisions to boost growth. Keap CRM makes managing your sales pipeline straightforward and effective.
According to a recent G2 review, Keap greatly contributes to its small business by maintaining a pipeline to keep its work organized and have excellent visibility. [Full review]
Key features
Pricing: Billed annually
Ignite – $249 per month
Grow – $329 per month
Scale – $499 per month
Pros:
Cons:
8. Salesforce CRM
Salesforce CRM is a cloud-based platform renowned for its extensive functionality and scalability.
It offers powerful pipeline management that helps sales teams visualize their sales process, track opportunities, and manage deals efficiently.
Advanced forecasting tools and detailed analytics provide insights into sales performance, while customizable dashboards offer a comprehensive overview.
Integration with third-party applications ensures seamless data flow, enhancing workflow efficiency and productivity.
A recent review on G2 highlights Salesforce offers proficient pipeline management with real-time insights. [Full review]
Key features
Pricing: Billed annually
Starter Suite – $25 per user/month
Professional – $80 per user/month
Enterprise – $165 per user/month
Unlimited – $330 per user/month
Einstein 1 Sales – $500 per user/month
Pros:
Cons:
9. Monday Sales CRM
Monday Sales CRM lets you see all opportunities within your pipeline to ensure every deal opportunity gets noticed. This transparency helps identify and act on potential leads promptly.
This tool allows you to set deal values, calculate close probabilities, and use detailed reports to compare forecasted and actual sales.
The system automates repetitive tasks like email follow-ups and data entry, freeing up valuable time for strategic selling and relationship building.
With robust dashboards and advanced reporting capabilities, Monday Sales CRM helps teams stay organized, make informed decisions, and close deals faster.
According to a recent customer review, Monday Sales CRM is a great tool with intuitive features for pipeline management and sales growth. [Full review]
Key features
Pricing: Billed annually
Basic CRM – $12 per user/month
Standard CRM – $17 per user/month
Pro CRM – $28 per user/month
Enterprise CRM – Contact sales
Pros:
Cons:
10. Capsule CRM
Capsule CRM is a great tool that offers comprehensive features, customization, and affordability.
The pipeline management feature allows you to create multiple customizable pipelines to suit different sales strategies or product lines. Each pipeline stage can be tailored to fit your business’s specific needs, representing where each deal stands.
The system includes powerful reporting and analytics, giving insights into deal conversion rates and overall sales performance.
As per a recent customer review, Capsule is highly intuitive and customizable, allowing me to keep track of all client engagements. [Full review]
Key Features
Pricing: Billed annually
Starter – $18 per user/month
Growth – $36 per user/month
Advanced – $54 per user/month
Ultimate – $72 per user/month
Pros:
Cons:
11. Zendesk Sell
Zendesk Sell is a sales CRM designed to enhance productivity, streamline processes, and provide visibility into sales pipelines.
Its pipeline management software helps you maximize efficiency and track your sales cycle from the first hello to the final purchase.
The software provides clear visuals and stats for all opportunities in your sales cycle, showing the steps needed to move prospects closer to purchasing.
The automation reduces time spent on mundane tasks, allowing more focus on leads and personalizing experiences for prospects.
According to a recent customer review, Zendesk for sales is robust for lead and deal management. It offers extensive features to enhance the team’s performance and boost sales conversion. [Full review]
Key features
Pricing: Billed annually
Sell Team – $19 per user/month
Sell Growth – $55 per user/month
Sell Professional – $115 per user/month
Sell Enterprise – Custom plans
Pros:
Cons:
12. Copper CRM
Copper CRM offers one of the best pipeline management solutions, with easy drag-and-drop pipeline creation, pipeline health tracking, and real-time visibility of team performance.
The platform lets you access granular analytics on sales velocity, pipeline value, average deal size, and more.
These insights help you track, sort, and filter deals by category, potential value, or expected close date, ensuring you never miss important opportunities.
According to a recent customer review, Copper CRM is the right app if you juggle many moving parts. It helps you achieve sales milestones with a customizable pipeline and effective activity racking. [Full review]
Key features
Pricing: Billed annually
Starter – $9 per user/month
Basic – $23 per user/month
Professional – $59 per user/month
Business – $99 per user/month
Pros:
Cons:
13. Weflow
Weflow is an advanced pipeline management and forecasting software that enhances sales productivity through automated data entry and workflow management.
It lets you auto-sync emails, meetings, and contact data from Google Workspace or Microsoft 365.
Weflow offers seamless integration with the Salesforce platform. So, if you are a Salesforce CRM user, it would be a great sales pipeline software to invest in.
According to a recent customer review, Weflow is a Game-Changer for sales teams and rev ops. Its visualization capabilities make it easy to manage sales pipelines effectively. [Full review]
Key features
Pricing: Billed annually
Activity Capture – $19/user/month
Deal insights and pipeline management – $49/user/month
Sales Forecasting – $69/user/month
Revenue Intelligence – $89/user/month
Pros:
Cons:
What are the top features of sales pipeline management tools?
The best sales pipeline management tools offer a wide variety of features to enable reps to be more productive and convert more sales.
Here are some key features that stand out:
1. Pipeline management and visualization
This feature offers awesome visual dashboards, often using Kanban views, to manage and customize each stage of your sales pipeline.
It helps you track deal progress and provides a clear, big-picture overview of your sales activities, making it easier to spot bottlenecks and opportunities for improvement.
Managing your sales pipeline is critical to driving consistent progress and boosting conversions. Further, you must have a set process for enhancing its efficacy and removing bottlenecks.
2. Contact and lead management
This feature centralizes all your contacts and leads, organizing and scoring them from various sources.
This way, all your interactions are logged and easily accessible, making it easier to manage customer relationships effectively.
3. Workflow automation
All sales pipeline management tools have workflow automation, which boosts sales team productivity by automating repetitive tasks, reminders, and notifications.
This way, the sales team gets more time to focus on closing deals.
4. Reporting and analytics
The pipeline CRM helps you monitor key sales pipeline metrics to make data-based, informed decisions that drive your strategy. Further, customizable reports and dashboards let you monitor sales performance, forecast future sales, and identify areas for improvement.
5. Sales forecasting
The sales forecast feature allows businesses to predict future sales possibilities based on historical data and current pipeline status.
This helps a sales manager set realistic goals, allocate resources mindfully, and develop strategies to achieve sales targets.
6. Customizable dashboards
Businesses love this feature in sales pipeline management tools to have tailored dashboards and views to meet your specific needs.
In fact, highly customizable interfaces help visualize and manage sales processes effectively, ensuring the sales management software fits your unique workflow.
7. Multi-channel communication
Converting a lead into a deal requires effective communication through various channels such as email, calling, SMS, and social media.
This feature ensures efficient communication, improving customer engagement and response rates by connecting prospects with their preferred mode of communication.
How to pick the best sales pipeline management software for your business?
Choosing the right sales pipeline management software can significantly impact your sales team’s efficiency and success by increasing productivity or improving decision-making.
Here are some strategic steps for choosing the best sales pipeline management system for your business:
1. Identify your needs
The first step in purchasing a pipeline CRM is understanding your needs, such as the challenges you are looking to solve.
The possible challenges can be improving lead management, boosting sales productivity tasks, and enhancing reporting.
All such thinking gives you better clarity on evaluating features of the sales pipeline management tools.
2. Set your budget
When investing in business software, you must be clear about your budget/affordability. This will further ensure you look at those sales pipeline management tools which are within your financial reach.
3. Evaluate key features
Look for essential functionalities such as stage tracking, lead management, performance metrics, forecasting, and automation. Plus, ensure the sales pipeline software offers the features that align with your sales strategy.
4. Check security
Security is crucial to protect sensitive customer information, so you must ensure the software provides robust data protection and complies with relevant regulations.
5. Ensure compatibility
Compatibility ensures a smooth workflow so you cannot disturb your existing business functioning with new software onboard to the strategy.
So, verify that the software integrates seamlessly with your existing tools, such as email platforms, billing software, and customer support systems.
6. Assess value
Compare the cost of the sales pipeline tools against the benefits and features offered to ensure you are getting good value for your investment.
Also, evaluate your top choices for
7. Read reviews
Check feedback from other users and experts to get insights into the software’s performance and reliability.
G2, Capterra, and Software Advice are among the top trusted review sites for SaaS products. The tools’ customer reviews can provide valuable information about potential issues and strengths.
8. Trial period or Demo
Test the tool before committing to ensure that your investment contributes to growing your business. Many sales pipeline CRM solutions offer free trials or demos, allowing you to explore the features and see if they fit your needs.
Conclusion: Which is the best sales pipeline software?
Sales pipeline tools are essential for businesses as they enable efficient management of sales processes, improve customer interactions, and boost revenue.
If sales-boosting features, customization, scalability, and affordability are your major considerations, then Salesmate is among the top choices for CRM software with a pipeline management system.
Don’t think twice; sign up for a free trial and witness the business productivity boost during the 15-day free trial.
Frequently asked questions
Which is the best way to generate a sales pipeline?
Here are some strategies to build an efficient sales pipeline:
What are the benefits of using sales pipeline management software?
Sales pipeline management tools offer numerous benefits:
Who uses sales pipeline management software?
In a company, multiple people leverage a sales pipeline CRM tool such as:
What are the various types of sales pipeline management software?
There are two kinds of tools to manage the sales pipeline:
How does sales pipeline software help forecast revenue?
Sales pipeline CRM software helps forecast revenue based on past data analysis and real-time tracking to identify trends and patterns for predicting future sales performance.
Can Google Sheets be used to manage sales pipelines?
Yes, you can use Google Sheets to manage sales pipelines at a basic level by creating custom templates to track leads, manage stages, and monitor progress. However, it lacks advanced key features like automation and real-time analytics.
Sonali Negi
Sonali is a writer born out of her utmost passion for writing. She is working with a passionate team of content creators at Salesmate. She enjoys learning about new ideas in marketing and sales. She is an optimistic girl and endeavors to bring the best out of every situation. In her free time, she loves to introspect and observe people.
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