--- title: "Best Sales Tracking Software - 2026 Reviews & Pricing" description: "Find the best Sales Tracking Software for your organization. Compare top Sales Tracking Software systems with customer reviews, pricing, and free demos." source_url: "https://www.softwareadvice.com/crm/sales-tracking-comparison/" page_type: "subcategory" language: "en" --- [Home](https://www.softwareadvice.com/) / Sales Tracking Software Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. # Best Sales Tracking Software of 2026 Updated September 10, 2026 On this page 1. FrontRunners 2. Popular Comparisons 3. Buyers Guide 4. Related Software Filter products 480 results ### Compare Products Showing 1 - 25 of 480 products #### Company Size - Self-Employed - 2-10 - 11-50 - 51-200 - 201-500 - 501-1000 - 1000+ #### Pricing Options - $$$$$ - $$$$$ - $$$$$ - $$$$$ - $$$$$ ### Compare Products Sort by **Recommendations**: Sorts listings by the number of recommendations our advisors have made over the past 30 days. Our advisors assess buyers’ needs for free and only recommend products that meet buyers’ needs. Vendors pay Software Advice for these referrals. **Reviews**: Sorts listings by the number of user reviews we have published, greatest to least. **Average Rating**: Sorts listings by overall star rating based on user reviews, highest to lowest. **Alphabetically (A-Z)**: Sorts listings by product name from A to Z. ### Product: Claritysoft CRM [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) 4.50 [(255)](https://www.softwareadvice.com/crm/claritysoft-profile/reviews/) Best for:Customer support ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Claritysoft CRM is a simple yet powerful cloud-based CRM and marketing automation platform built for growing businesses. It brings together sales, marketing, project management, and customer service tools into one easy to use system without the complexity or high costs of larger platforms. Claritysoft stands out for its focus on simplicity paired with exceptional support. Teams get up and running quickly with guided implementation and ongoing free phone support from real people. The platform is highly customizable so you can tailor screens, fields, workflows, and layouts to match your unique processes and team roles. Manage your entire customer journey in one place: generate leads with built-in marketing automation, move prospects efficiently through your sales pipeline, deliver projects consistently, and keep customers happy with strong service tools. A native mobile app keeps everything accessible on the go, while integrated email marketing helps you stay connected and drive more opportunities. With affordable pricing, clean interfaces, and automation that eliminates repetitive work, Claritysoft helps teams get organized, close more deals, and scale without the usual CRM headaches. Trusted by thousands of customers who value clarity and real results over complexity.... [Read more](https://www.softwareadvice.com/crm/claritysoft-profile/) ### Best rated features: For Startups 5.0 Activity Dashboard 5.0 Campaign Management 5.0 Configurable Workflow 5.0 [See all features](https://www.softwareadvice.com/crm/claritysoft-profile/#key-features) ### Product: Salesforce Sales Cloud [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.40 [(18808)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Best for:Mid-size businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Sales Cloud is equipped with customer relationship management (CRM) functionality that encompasses lead management, marketing automation and contact management solutions. It assists businesses in overseeing customer accounts, monitoring sales leads, executing and assessing marketing efforts and offering post-sale support. The upgraded Salesforce Lightning Experience enhances the CRM capabilities of Sales Cloud, optimizing the sales cycle and enabling sales representatives to effortlessly generate leads, manage accounts, oversee campaign progress and compile reports. Integration with Salesforce for Outlook allows for seamless synchronization of contacts, calendars, emails and tasks across both platforms, ensuring uninterrupted business operations. Specifically designed for small businesses, Sales Cloud empowers companies to organize contacts, monitor sales activities, manage tasks and events, generate leads and assess performance metrics. Additionally, for larger organizations, the sales cloud enterprise edition enriches the platform with additional features such as call scripting, collaborative selling tools, comprehensive business workflow management, approval processes, custom application development, API integrations and more. The Salesforce CRM solution is available as a software-as-a-service (SaaS) offering, providing a comprehensive technology infrastructure that includes data management, security, workflow integration and user interface functionalities. Automated CRM updates, centralized data and smarter insights backed by the Salesforce Platform and Data Cloud represent a leap towards a data-driven sales strategy. Additionally, the integration of Sales Cloud with Tableau brings advanced analytics to the forefront, enhancing forecast accuracy, pipeline growth and revenue optimization.  Salesforce Sales Cloud underpins revenue growth through its integrated growth platform, encapsulating revenue lifecycle management, CPQ (configure, price, quote) and sales performance management. This integration connects product catalogs, pricing management, contracts and billing in one coherent system, facilitating sales across various channels. Additionally, the partner relationship management is also enhanced, easing the management of resellers, distributors, and other partners to drive channel sales and performance.  Salesforce Sales Cloud presents a sales solution that is adaptable to various business needs, offering total visibility into the sales pipeline. It enhances sales team productivity through built-in AI and sales engagement tools. Trusted AI, grounded in unified sales data, offers sales teams faster, smarter selling capabilities. Furthermore, sales engagement is baked directly into the CRM, allowing for accelerated sales cycles and more impactful buyer connections. Additionally, outcome-based enablement programs improve seller efficiency and productivity, ensuring sales teams operate at peak performance levels. Salesforce Sales Cloud includes Agentforce, comprising SDR (Sales Development Representative) and Sales Coach components. The autonomous agents are designed to scale sales teams effectively. Additionally, it focuses on building the pipeline by autonomously nurturing inbound leads around the clock and elevating sales performance by offering personalized coaching to sales representatives.... [Read more](https://www.softwareadvice.com/product/2764-Salesforce/) ### What users love - Enhanced customer relationship management - Comprehensive sales process control - Highly adaptable platform configuration ### To take in mind - Significant costs and add-on fees - Steep learning and onboarding demands - Complex and limited reporting tools ### Best rated features: Proposal Generation 5.0 Campaign Analytics 5.0 Drag & Drop 5.0 Job Scheduling 5.0 [See all features](https://www.softwareadvice.com/product/2764-Salesforce/#key-features) ### Starter Suite $25.00/month For up to 5 users ### Pro Suite $100.00/month This plan is designed for any size team and is billed annually. ### Enterprise $165.00/month This plan is designed for any size team and is billed annually. [See full pricing details](https://www.softwareadvice.com/product/2764-Salesforce/#pricing-and-plans) ### Product: LeadMaster [LeadMaster](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/) 4.13 [(36)](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/reviews/) ### Pricing availability Free trial: Available Free version: Available Software Advice Summary LeadMaster is a SaaS-based all-in-one lead management solution that offers capabilities to capture, track and follow up with leads. The solution comprises of integrated modules for sales force automation, customer relationship management, marketing automation, business analytics and more. Available on a monthly subscription basis, the solution is used across a wide range of large and midsize industry verticals including advertising, banking, real estate, retail and more. LeadMaster offers multiple features integrated into one full package. Email marketing, lead nurturing, marketing analytics, a virtual call center and workflow automation are just a few of the features offered. The intuitive CRM system offers real-time lead capture, lead distribution, nurturing, tracking and customer reporting. Leads can be qualified and converted from almost any source - webinar, call center, landing page, sales lead suppliers and more. LeadMaster also integrates with a variety of useful tools, like Outlook, Google Calendar and click-to-dial VOIP. Field names, dashboard charts, forms and various other functions can be tailored according to business' unique needs. The monthly subscription covers installation, upgrades, maintenance, and software licensing. LeadMaster also offers personal guidance from their LeadMaster Partners.... [Read more](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/) ### Best rated features: Search/Filter 5.0 Sales Pipeline Management 5.0 CRM 5.0 Interaction Tracking 5.0 ### Worst rated features: Reporting/Analytics 4.0 Lead Management 4.0 [See all features](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/#key-features) ### Basic $10.00 [See full pricing details](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/#pricing-and-plans) ### Product: BNTouch Mortgage CRM [BNTouch Mortgage CRM](https://www.softwareadvice.com/crm/bntouch-profile/) 4.52 [(98)](https://www.softwareadvice.com/crm/bntouch-profile/reviews/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary BNTouch Mortgage CRM is a fully integrated digital mortgage system, CRM, marketing, and POS tool offering a comprehensive mortgage business growth platform for loan officers and mortgage companies. BNTouch Mortgage CRM includes an extensive suite of features such as email and SMS marketing automation, lead distribution and management, 35+ proprietary mortgage tools, digital 1003 application, pre-built marketing content, customized video marketing, curated social media content, plus more. This solution can integrate with LOS, Outlook, Zapier, and other existing systems.... [Read more](https://www.softwareadvice.com/crm/bntouch-profile/) ### Best rated features: Task Management 5.0 Client Portal 5.0 Customizable Templates 5.0 Marketing Automation 4.5 ### Worst rated features: Pre-Qualification 3.5 Loan Processing 3.5 Reporting/Analytics 3.5 Client Management 3.8 [See all features](https://www.softwareadvice.com/crm/bntouch-profile/#key-features) ### Product: Clio [Clio](https://www.softwareadvice.com/legal/clio-legal-profile/) 4.65 [(1745)](https://www.softwareadvice.com/legal/clio-legal-profile/reviews/) Best for:Small businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Ranked #1 and with the most 5-star reviews on Gartner, G2 & Capterra, Clio is the only intelligent legal work platform with context-aware AI and trusted legal research. Enterprise-grade infrastructure: SOC 2 Type II, ISO 27001, HIPAA. Clio uses AI to connect your firm’s work, surface what might otherwise be missed, and drive the right next task, decision, and outcome. 100+ Bar approvals and approvals in all 50 US states. Clio is proudly used by 400,000+ lawyers from large, small & solo firms. Work the way you want with flexible solutions for multi-practice firms and manage your law firm securely from anywhere. Personal Injury, Real Estate, Family Law, Civil Litigation, Criminal Law, Immigration + more. Manage your work in one central system - with matters, legal research, contacts, billing, payments, and everything you need in one place. Also, new to Clio is Clio Accounting which simplifies your billing, payments, and accounting tasks in one connected system, ensuring you stay on top of trust accounting rules with ease. The software suite caters to diverse needs within legal practice, offering features like legal research, AI features for lawyers, legal drafting, law practice management, client intake, customer relationship management (CRM), document automation, docketing, legal billing & accounting, and access to a wide array of third-party apps. With over 250 integrations available, firms can connect Clio’s core system to external tools to enhance workflow and efficiency. Specific functionalities include scheduling, case management, task tracking, collaboration tools, and contact management, enabling legal teams to organize and monitor everything from deadlines to client communications. Financial management is also a focus, with features that support accounting, billing, financial reporting, online payments, and trust account management. Users can track billable hours, create and manage detailed billing plans, initiate payments directly into trust or operating accounts, and customize fee structures to suit firm needs. Document-related features include automation, electronic signature capture, and customized field creation, addressing both organization and compliance requirements. The Clio platform emphasizes accessibility, offering a mobile app for iOS and Android that enables users to handle client interactions, document management, case-related tasks, and billable hour tracking on the go. Push notifications and messaging tools within the app help maintain timely communication, ensuring that critical updates are not overlooked. Security plays a significant role in Clio’s design, as the platform stores data securely in the cloud and adheres to stringent industry compliance standards such as HIPAA, SOC2, and PCI. Continuous vulnerability monitoring is implemented to safeguard sensitive information, and the software meets the requirements for handling protected health information. Additionally, comprehensive training resources and support are also available to assist users in getting the most out of the system. Pricing is based on monthly or annual subscriptions.... [Read more](https://www.softwareadvice.com/legal/clio-legal-profile/) ### What users love - Intuitive and user-friendly interface - Responsive and helpful support team - Comprehensive law practice oversight ### To take in mind - Payment processing and fee frustrations - Clunky and inefficient document handling - Cumbersome and limited invoicing tools ### Best rated features: Archiving & Retention 5.0 Accounting Integration 5.0 Timer 5.0 Multi-Location 5.0 [See all features](https://www.softwareadvice.com/legal/clio-legal-profile/#key-features) ### Clio Pricing $49.00/month The pricing plans offered by Clio range from an entry-level plan called EasyStart at $49 per user per month, offering basic features like time tracking and online payments, to more advanced plans like Essentials and Advanced, providing additional features such as client collaboration tools and document automation. The highest tier plan, Expand, includes comprehensive features like workflow automation, unlimited e-signatures and financial reporting. Customers also have the option to customize their plans with add-ons such as Clio Grow and Clio Work for enhanced client intake and artificial intelligence functionality, respectively. Overall, Clio's pricing structure caters to law firms of various sizes and needs, offering flexibility and scalability.... [Read more](https://www.softwareadvice.com/legal/clio-legal-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/legal/clio-legal-profile/#pricing-and-plans) ### Product: SalesNOW [SalesNOW](https://www.softwareadvice.com/marketing/salesnow-profile/) 4.64 [(81)](https://www.softwareadvice.com/marketing/salesnow-profile/reviews/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary SalesNOW by Interchange Solutions Inc. is a cloud-based customer relationship management (CRM) and sales force automation solution that allows sales teams, management and executives to manage aspects of sales cycle including contact, deal, case and lead management, company tracking and sales reporting. It is also available for on-premise deployment. SalesNOW allows users to take sales notes, log their calls, and capture emails automatically; train new employees by keeping corporate account histories of clients; gain a dashboard view of activities of sales representatives; and view various sales data, including next steps on leads, deals, and cases.SalesNOW also allows users to customize tabs, reports, and data fields and provides visual, graphical representations of sales forecasts, funnels, and activity reports. The solution offers a mobile application for Android, iPhone, iPad, and Blackberry devices. SalesNOW is available on a monthly subscription basis that includes support via phone, email and through product tutorials and manuals.... [Read more](https://www.softwareadvice.com/marketing/salesnow-profile/) ### Best rated features: Forecasting 5.0 Email Marketing 5.0 Segmentation 5.0 Workflow Management 5.0 ### Worst rated features: Quotes/Estimates 4.0 [See all features](https://www.softwareadvice.com/marketing/salesnow-profile/#key-features) ### Basic $19.95 [See full pricing details](https://www.softwareadvice.com/marketing/salesnow-profile/#pricing-and-plans) ### Product: Coevera [Coevera](https://www.softwareadvice.com/product/113892-Coevera/) 4.60 [(216)](https://www.softwareadvice.com/product/113892-Coevera/reviews/) Best for:Small businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Coevera is the AI-native CRM built on a radical idea: your software should make your salespeople better, not just track what they do. Formerly Pipeliner CRM, the platform relaunched as Coevera in 2026 after 15 years of pioneering visual pipeline management. The name says it all — Collaboration, Evolution, and a new Era of selling, rooted in "coe" (together) and "vera" (truth): together toward the truth. See your entire sales process at a glance. Coevera is visual-first by design, replacing endless data entry with dynamic pipelines, drag-and-drop deal management, and interactive dashboards that turn raw activity into instant insight. The no-code Automatizer puts powerful, multi-step workflow automation in the hands of everyday users — no developers, no IT bottleneck. And Voyager AI, the platform's intelligent engine, learns from your team's unique sales motion to deliver predictive guidance, contextual recommendations, and automated execution. The payoff: a CRM your reps actually want to open, one that points to the next best move instead of piling on busywork. Coevera is also future-proofing your stack. Through its new Coevera MCP Server, the platform adopts the Model Context Protocol — the emerging universal standard for AI connectivity — letting assistants like Claude, ChatGPT, and Microsoft Copilot securely tap live CRM data in real time, fully respecting every user's role-based permissions, with zero custom middleware. And it all runs on a promise the company calls "Win Together" — because Coevera only succeeds when its customers do. That means transparent, fair pricing with no lock-in contracts, no hidden fees, and no forced implementation consulting. It means support from real humans, not a chatbot maze. It means technology built to empower users, not trap them in admin dependency. And critically, your data is never used to train AI.... [Read more](https://www.softwareadvice.com/product/113892-Coevera/) ### Best rated features: Reminders 5.0 Forecasting 5.0 Source Tracking 5.0 Lead Nurturing 5.0 ### Worst rated features: Collaboration Tools 3.0 Prospecting Tools 3.0 [See all features](https://www.softwareadvice.com/product/113892-Coevera/#key-features) ### Basic $65.00/month [See full pricing details](https://www.softwareadvice.com/product/113892-Coevera/#pricing-and-plans) ### Product: MortgageHalo [MortgageHalo](https://www.softwareadvice.com/product/54657-MortgageHalo/) 4.39 [(49)](https://www.softwareadvice.com/product/54657-MortgageHalo/reviews/) ### Pricing availability Free trial: Available Free version: Available Software Advice Summary MortgageHalo from Halo Programs is a cloud-based customer relationship management (CRM) solution designed for the residential mortgage industry. It includes automated marketing on behalf of loan officers to their prospects, referral partners and borrowers. All leads generated are exclusive to the LO. The CRM keeps track of clients’ mortgage needs and sends notifications to LOs whenever their client needs a new mortgage or has a referral. Client satisfaction surveys with Net Promoter Score are built in, along with executive reporting. The surveys also generate testimonials that clients can share on social media. The online reputation management feature help lenders build social proof. The built-in vendor-managed automation helps lenders increase customer retention, generate new business opportunities, and drive down the cost to originate loans. It also allows banks to drive more CRA business with native geo-targeting and demographic targeting features. The ClientTracker feature generates leads for pre-approvals and new mortgages. The CRM is also connected to a custom online storefront for the lender, where approved postcards, flyers and emails are set up for LOs to send. It offers a monthly subscription-based pricing and provides support via phone, email and live chat.... [Read more](https://www.softwareadvice.com/product/54657-MortgageHalo/) ### Best rated features: CRM 5.0 Activity Dashboard 5.0 Client Database 5.0 Reporting & Statistics 5.0 [See all features](https://www.softwareadvice.com/product/54657-MortgageHalo/#key-features) ### Starter $417.00/month Up to 3 users - Up to 4,500 contacts - Billed annually ### Growth $625.00/month Uo to 6 users - Up to 9,000 contacts - Billed annually ### Pro $833.00/month Up to 10 users - 15,000 contacts - Billed annually [See full pricing details](https://www.softwareadvice.com/product/54657-MortgageHalo/#pricing-and-plans) ### Product: LeadSquared [LeadSquared](https://www.softwareadvice.com/crm/leadsquared-profile/) 4.26 [(167)](https://www.softwareadvice.com/crm/leadsquared-profile/reviews/) Best for:Ease of use ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary LeadSquared is an AI-powered platform that unites sales, marketing, field, and service teams to automate workflows and drive outcomes at scale. The company specializes in solving sales challenges for high lead-volume, high-velocity businesses that have multiple sales channels and teams. Currently, LeadSquared is helping 1,600+ enterprises enhance their sales efficiency on a global scale. Known for its verticalized, industry-centric solutions, LeadSquared serves EdTech, Education, Healthcare, BFSI, Real Estate, Automotive, and Hospitality industries. The company is headquartered in Bengaluru, India with a local presence in Middle East, North America, and South Africa. The software is available in a subscription pricing model. It runs on most web browsers and also has a dedicated Android and iOS application.... [Read more](https://www.softwareadvice.com/crm/leadsquared-profile/) ### Best rated features: Engagement Tracking 5.0 Multi-Channel Marketing 5.0 SMS Marketing 5.0 Sales Analytics 5.0 ### Worst rated features: Activity Dashboard 1.0 Social Media Integration 1.0 Reminders 1.0 [See all features](https://www.softwareadvice.com/crm/leadsquared-profile/#key-features) ### Product: Rolldog [Rolldog](https://www.softwareadvice.com/marketing/rolldog-complete-profile/) 4.91 [(33)](https://www.softwareadvice.com/marketing/rolldog-complete-profile/reviews/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Rolldog is a customer relationship management (CRM) solution, with the perks of sales enablement all rolled into one. Rolldog helps companies manage business relationships, increase revenue, and boost sales & marketing effectiveness. Managing business relationships and interactions through account details, relationships, activities, integrations, and documents is part of the foundation. It is Rolldog’s ability to help qualify and manage opportunities from ‘lead to close.' Being able to adapt to virtually any sales methodology or process at an executable level enables companies and sales reps to manage pipelines effectively. This means that businesses will be able to accurately forecast opportunities and close more deals. Rolldog offers many different CRM-related modules, as well as a lead and opportunity management module that is designed to help businesses improve upon the way they are able to track, qualify, score and close opportunities. All of this can be configured specifically to each business and its needs. Rolldog has an objective approach to how lead and opportunity management should be handled. With Rolldog, managers can control the settings to configure the criteria in which leads are qualified and ranked, specifically to the sales process. Rolldog allows BDRs and sales reps to capture critical information and perform the appropriate follow-up. Rolldog enables sales teams to focus on managing the opportunity from lead to close. Throughout the sales process, Rolldog acts as a virtual coach to sales reps by sharing information on scoring, alerting, guidance and analytics. Rolldog's objective scoring engine and opportunity alignment feature aid sales managers in ensuring the accuracy of the data supplying the forecast.... [Read more](https://www.softwareadvice.com/marketing/rolldog-complete-profile/) ### Best rated features: For Sales Teams/Organizations 5.0 Segmentation 5.0 Data Import/Export 5.0 Customizable Reports 5.0 ### Worst rated features: Marketing Automation 4.0 Workflow Management 4.0 Email Templates 4.0 [See all features](https://www.softwareadvice.com/marketing/rolldog-complete-profile/#key-features) ### Starter $39.00/month Available at $35 per month, when billed annually. ### Professional $59.00/month Available at $50 per month, when billed annually. ### Enterprise $79.00/month Available at $65 per month, when billed annually. [See full pricing details](https://www.softwareadvice.com/marketing/rolldog-complete-profile/#pricing-and-plans) ### Product: Rock Solid [Rock Solid](https://www.softwareadvice.com/crm/rock-solid-profile/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Rock Solid OneView is a Microsoft Dynamics-based citizen engagement platform that helps citizens and local governments work as one. Rock Solid tracks citizen interaction and unifies departments to address their needs. It offers case management, reporting and analytics, workflow automation, and customer self-service. Rock Solid enables businesses to manage requests and ensure resolution of issues across all citizen-facing departments. The platform includes reporting dashboards with report building capabilities. Users can design workflows, automate processes, and integrate the platform with existing systems to ensure seamless implementation. Rock Solid includes a customizable mobile app that delivers self-service capabilities to citizens. Citizens can communicate promptly with their government through a variety of methods.... [Read more](https://www.softwareadvice.com/crm/rock-solid-profile/) ### Product: Symphony [Symphony](https://www.softwareadvice.com/accounting/integratouch-symphony-profile/) 5.0 [(1)](https://www.softwareadvice.com/accounting/integratouch-symphony-profile/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary An Inc. 5000 fastest growing private company, recognized by Gartner as a top viable vendor for Integrated Revenue and Customer Management solutions via its Symphony suite. Carriers and Service Providers must be Agile in launching new services and distribution channels. A transformative and differentiated customer experience is critical in retaining and winning new customers. Eliminating disparate systems through a single-stack architecture will deliver the Costs Leadership position required to win. IntegraTouch and Symphony deliver all these benefits. Symphony is a Retail and Wholesale solution encapsulated in a single architecture. Deployment via SaaS or On-Premise with SaaS-like pricing. Symphony scales horizontally, allowing a low entry price point for Startups through Carriers/MNOs, supporting millions of customers. Carriers may want to leverage Symphony for new LOBs such as OTT and IOT services for the complete customer life-cycle. Symphony is an open-architecture which can be integrated with any legacy software. Eliminate swivel-chair interactions with your customers’ from Configure, Price, Quote, to Automated Account Creation, Service Assignment, Provisioning, Rating, Billing, Payment Processing, & Commissioning. Customers’ self-administer their user-access/roles. Help you and your Customers’ win through Data Visualization/Analytics! Direct your company like a maestro conducts an orchestra with IntegraTouch and its Symphony suite! WIN!... [Read more](https://www.softwareadvice.com/accounting/integratouch-symphony-profile/) ### Product: Quickbase [Quickbase](https://www.softwareadvice.com/crm/quick-base-profile/) 4.43 [(333)](https://www.softwareadvice.com/crm/quick-base-profile/reviews/) Best for:Customer support ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Quickbase is a no-code/low-code operations platform that helps small businesses, mid-market companies, and enterprise organizations across industries such as construction, manufacturing, and professional services manage workflows, projects, and data. The software is deployed cloud-based, so teams can access it from any web browser without installing software. Core features include customizable app building, workflow automation, reporting and dashboards, and role-based permissions. These tools help teams track tasks, reduce manual data entry, and keep information organized across departments. Quickbase also connects with third-party tools like spreadsheets and other business applications to centralize data in one place. Support is available around the clock through an online knowledge base, community forums, and email. Paid plans include access to live support options. Quickbase suits operations teams looking to build custom business apps without relying on dedicated development staff.... [Read more](https://www.softwareadvice.com/crm/quick-base-profile/) ### What users love - Responsive and knowledgeable support - Highly flexible customization options - Automates complex business workflows ### To take in mind - Expensive for growing teams ### Best rated features: Territory Management 5.0 Status Tracking 5.0 Compliance Tracking 5.0 Accounting 5.0 [See all features](https://www.softwareadvice.com/crm/quick-base-profile/#key-features) ### Free trial Custom Pricing available upon request ### Team $35.00/month Minimum of 20 users ### Business $55.00/month Minimum of 40 users [See full pricing details](https://www.softwareadvice.com/crm/quick-base-profile/#pricing-and-plans) ### Product: Zoho CRM [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) 4.31 [(6996)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) Best for:Enterprise businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions. Zoho CRM helps users respond to customers across channels in real-time. Zia, Zoho CRM's AI-powered sales assistant, can predict an appropriate time to contact customers. It scans emails for emergencies and can display relevant statistics or documents when performing searches. Uers can integrate with G Suite, WordPress, MailChimp, Evernote, Unbounce and other third-party systems. Zoho CRM's software development kits provide tools to build custom functions to add to the CRM. Zoho CRM is available on monthly or annual subscriptions and support is extended via phone, email, documentation and other online measures.... [Read more](https://www.softwareadvice.com/crm/zoho-crm-profile/) ### What users love - User-friendly and adaptable design - Affordable plans and good value - Comprehensive feature-rich platform ### To take in mind - Slow and inconsistent support response - Cluttered and overwhelming interface - Limited and complex email tools ### Best rated features: Client/Property Matching 5.0 For Financial Institutions 5.0 For Mac Devices 5.0 eCommerce Management 5.0 ### Worst rated features: Chatbot 2.0 Social Marketing 3.0 Sales Forecasting 3.0 [See all features](https://www.softwareadvice.com/crm/zoho-crm-profile/#key-features) ### Free Custom Pricing available upon request Up to 3 Users ### Standard $14.00/month ### Professional $23.00/month [See full pricing details](https://www.softwareadvice.com/crm/zoho-crm-profile/#pricing-and-plans) ### Product: SalesOutlook CRM [SalesOutlook CRM](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/) 4.25 [(71)](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/reviews/) ### Pricing availability Free trial: Available Free version: Available Software Advice Summary SalesOutlook is the best CRM for Outlook, Teams and Microsoft 365. SalesOutlook is the No-Login CRM that runs anywhere you can run Outlook or Teams including PC, Mac, Web and Mobile. The CRM was designed to be as easy to use as your Inbox. Organize items using categories, folders and flags. Use our CRM to create Microsoft Outlook tasks and appointments. Complete your Microsoft 365 experience by including a workgroup solution to track Contacts, Companies, Deals and Activities. Use email templates to send emails and campaigns. SalesOutlook CRM is ideal for small business. Easy to deploy via the Office365 admin panel. Deploy once and if users get a new pc the app is already available, no client installation or login.... [Read more](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/) ### Best rated features: Workflow Automation 5.0 Data Security 5.0 Template Management 5.0 Contact Database 5.0 ### Worst rated features: Referral Tracking 3.5 Territory Management 3.7 Email Marketing 4.0 Internal Chat Integration 4.0 [See all features](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/#key-features) ### Basic $40.00/month Monthly ### Annual Subscription $360.00/year Save $120 year by selecting an annual pricing plan. [See full pricing details](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/#pricing-and-plans) ### Product: SAP Customer Experience [SAP Customer Experience](https://www.softwareadvice.com/crm/sap-customer-experience-profile/) 4.25 [(245)](https://www.softwareadvice.com/crm/sap-customer-experience-profile/reviews/) Best for:Features ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary SAP Customer Experience is a cloud-based customer relationship management solution that helps small and mid-size businesses manage communication and interactions with existing and potential customers. It helps businesses to manage the sales pipeline, customers and marketing operations. SAP Customer Experience features built-in sales automation, marketing automation, customer support, help desk and channel management capabilities. The solution can also be deployed on-premise. The sales module helps organizations acquire and retain new business by effectively managing the sales pipeline. The marketing module is designed to develop, execute and manage effective marketing campaigns, and to score and nurture leads. The service module aids organizations in improving client satisfaction and retention rates by providing superior levels of customer support. Other modules include channel management, interaction center, web channel, and business communications management. SAP Customer Experience offers support through an online knowledge base, support portal and via phone.... [Read more](https://www.softwareadvice.com/crm/sap-customer-experience-profile/) ### What users love - Comprehensive client management tools - Effective customer service features ### To take in mind - Complex and unintuitive interface ### Best rated features: Customer Complaint Tracking 5.0 Client Management 4.8 Customer Database 4.8 Interaction Tracking 4.8 ### Worst rated features: Campaign Planning 3.0 Pipeline Management 3.8 Forecasting 3.8 Campaign Management 4.0 [See all features](https://www.softwareadvice.com/crm/sap-customer-experience-profile/#key-features) ### Basic $58.00/month [See full pricing details](https://www.softwareadvice.com/crm/sap-customer-experience-profile/#pricing-and-plans) ### Product: Zendesk Suite [Zendesk Suite](https://www.softwareadvice.com/product/26892-Zendesk/) 4.41 [(4090)](https://www.softwareadvice.com/product/26892-Zendesk/reviews/) Best for:On the rise ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Zendesk is a cloud-based help desk management solution offering customizable tools to build customer service portal, knowledge base and online communities. The solution offers a customizable front-end portal, live chat features and integration with applications like Salesforce and Google Analytics. Zendesk is used across a wide range of vertical markets including technology, government, media and retail, from small to large. Zendesk’s online customer portal helps support agents to keep track of tickets raised and their status. Customers can go through existing tickets to find answers from queries similar to their question and if not satisfied, customers can raise their own tickets in the portal. Zendesk also offers branding of support pages with business logos, themes and brand images. Zendesk allows businesses to build a knowledge base to address some of the most prominent and repetitive questions, so that customers can go through the basic set of queries asked in general. Using Zendesk, businesses can also set up an online community where their customers can post queries and reply to ongoing discussion threads.... [Read more](https://www.softwareadvice.com/product/26892-Zendesk/) ### What users love - Centralized multichannel support platform - Robust and flexible ticketing - Intuitive and user-friendly interface ### To take in mind - Escalating costs and limited value - Clunky and limited email handling - Missing and complex feature set ### Best rated features: Predictive Dialer 5.0 Batch Communications 5.0 Tagging 5.0 Online Forums 5.0 ### Worst rated features: Widgets 2.7 Interactive Content 3.0 Account Alerts 3.0 [See all features](https://www.softwareadvice.com/product/26892-Zendesk/#key-features) ### Suite Team $55.00/month ### Suite Growth $89.00/month ### Suite Professional $115.00/month [See full pricing details](https://www.softwareadvice.com/product/26892-Zendesk/#pricing-and-plans) ### Product: Lofty [Lofty](https://www.softwareadvice.com/crm/chime-profile/) 3.84 [(128)](https://www.softwareadvice.com/crm/chime-profile/reviews/) Best for:Popular ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Lofty is an award-winning, all-in-one marketing, lead generation, and customer relationship management (CRM) platform built specifically for real estate professionals — from solo agents and growing teams to large brokerages. Designed to automate marketing, boost productivity, and streamline sales workflows, Lofty empowers users to capture, nurture, and convert leads into closed transactions more efficiently. Powered by advanced AI, Lofty's AI Workforce delivers intelligent automation, predictive insights, and virtual assistant capabilities, ensuring that agents never miss an opportunity. With more than 33 built-in lead generation methods, cross-platform 360° marketing, brand advertising, and hyper-local automation tools like Lofty Bloom, the platform helps real estate businesses scale their client base and maximize ROI. A key differentiator is Lofty’s IDX-integrated, SEO-optimized websites, which seamlessly sync with the CRM. This integration ensures that lead data flows directly into your pipeline, enabling personalized follow-ups, automated nurturing, and real-time engagement tracking — all from one central platform. Combined with tools like AI Copilot, social media automation, Dynamic CMA presentations, a power dialer, and complete transaction management, Lofty simplifies every step of the sales cycle. Trusted by top agents, teams, and brokerages nationwide, Lofty brings marketing, lead generation, client engagement, and deal management together in a single, mobile-friendly solution built to accelerate growth and close more transactions.... [Read more](https://www.softwareadvice.com/crm/chime-profile/) ### What users love - Intuitive and accessible interface ### To take in mind - Slow and unhelpful support experience ### Best rated features: Commenting/Notes 5.0 Marketing Automation 5.0 Property Management 5.0 Data Visualization 4.8 ### Worst rated features: Customizable Fields 1.5 Lead Qualification 2.0 Campaign Management 2.5 Client/Property Matching 2.8 [See all features](https://www.softwareadvice.com/crm/chime-profile/#key-features) ### Product: RealEstateHalo [RealEstateHalo](https://www.softwareadvice.com/crm/myleaddashboard-profile/) 4.54 [(81)](https://www.softwareadvice.com/crm/myleaddashboard-profile/) ### Pricing availability Free trial: Available Free version: Available Software Advice Summary RealEstateHalo from Halo Programs is a cloud-based solution for the residential real estate industry. The platform offers built-in customer relationship management (CRM) tools, real-time reporting and lead generation. It includes automated client follow-up and prospecting programs. A secure data feed can be set up to manage agent data entry. Agents have the ability to opt-out any client from the follow-up program. Print and email touch points include personalized URLs for lead generation. Agents can also sign up to have their company’s approved Just Listed and Just Sold mailings sent automatically. Repeat business, referrals, reviews and testimonials can be generated through marketing campaign features. MyLeadDashboard also measures client satisfaction and the company’s net promoter score. MyLeadDashboard comes with a configurable online storefront, and approved postcards, flyers and emails can be set up for agents to send. MyLeadDashboard is available with monthly subscription-based pricing (plus price per client enrolled) and provides support via phone, email and live chat.... [Read more](https://www.softwareadvice.com/crm/myleaddashboard-profile/) ### Best rated features: Campaign Management 5.0 Agent Management 5.0 CRM 5.0 Customizable Branding 5.0 [See all features](https://www.softwareadvice.com/crm/myleaddashboard-profile/#key-features) ### Starter $48.00/month 1 user or team - Starting at 500 contacts - Billed annually ### Growth $415.00/month Up to 3 users - Up to 3,000 contacts - Billed annually ### Pro $665.00/month Up to 10 users - Up to 10,000 contacts - Billed annually [See full pricing details](https://www.softwareadvice.com/crm/myleaddashboard-profile/#pricing-and-plans) ### Product: PracticePanther Legal Software [PracticePanther Legal Software](https://www.softwareadvice.com/legal/paypanther-profile/) 4.66 [(529)](https://www.softwareadvice.com/legal/paypanther-profile/reviews/) Best for:Ease of use ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary PracticePanther is the highest-rated, easiest-to-use, all-in-one legal practice management software, built specifically for solo, small, and mid-sized law firms. Trusted by tens of thousands of firms across 170+ countries, PracticePanther helps legal teams manage cases more efficiently, reduce administrative work, and get paid faster, without the complexity or steep learning curves common in traditional legal software. Start your free trial today, no credit card required. At its core, PracticePanther is designed to help law firms manage every case from start to finish. Matter-centric workflows bring together case and client management, task automation, calendaring, documents, client communication, time tracking, billing, payments, custom reporting, and native trust & operating accounting built into one intuitive, cloud-based platform. Rather than juggling disconnected platforms and multiple subscriptions, firms can run their entire practice from a single, user-friendly system that’s 100% customizable to the way their firm actually operates, not the other way around. PracticePanther is intentionally built for ease of use and fast adoption. Firms can get up and running in less than a day without long onboarding cycles of hours of training, making it an ideal solution for teams that want powerful functionality without unnecessary complexity. From day one, attorneys and staff can stay organized, collaborate more effectively, and maintain full visibility into every client interaction and case progression. Key capabilities include centralized case and client relationship management, document management and storage, calendaring and docketing, task automation, time and expense tracking, legal billing, native online payment processing, a full trust & operating accounting workflow, and customizable reporting. All features work together seamlessly to enable end-to-end legal workflows, helping firms run more efficiently. PracticePanther’s platform also supports modern client communication and cloud-based mobility. Secure client portals allow firms to share documents, send direct messages and SMS texts, and collect payments in a collaborative environment. With our iOS and Android-friendly mobile app, attorneys and staff can access client information, track time, and manage cases from anywhere. Due to our platform’s cloud-based foundation, PracticePanther deploys industry-leading security practices, including 256-bit military-grade encryption, to protect sensitive client and firm data both in transit and at rest. Built with strict access controls and reliable data backup protocols to help law firms meet their professional responsibility and confidentiality requirements with confidence. To fit seamlessly into your existing workflows, PracticePanther integrates directly with Outlook, Google, Box, Dropbox, QuickBooks, and many other popular platforms. Pricing is straightforward on a per-user, per-month basis; all plan details are listed transparently on our website, making it easier for firms to scale without unexpected costs. PracticePanther provides its customers with personalized training, data migration, and live support via phone, email, chat, and an online knowledge base to ensure your firm gets the most out of the platform. PracticePanther is a strong fit for law firms that want an easy-to-use, all-in-one solution to manage cases, billing, and client communication in one tab. It is well-suited for all practice areas, including family law, criminal defense, bankruptcy, estate planning, personal injury, and more.... [Read more](https://www.softwareadvice.com/legal/paypanther-profile/) ### What users love - Responsive and helpful support team - Intuitive and user-friendly interface - Streamlined invoicing and payments ### To take in mind - Billing limitations and frustrations ### Best rated features: Document Templates 5.0 Receipt Management 5.0 Calendar/Reminder System 5.0 Microsoft Outlook Integration 5.0 ### Worst rated features: Document Automation 1.0 Lead Management 1.0 Portfolio Management 3.0 [See all features](https://www.softwareadvice.com/legal/paypanther-profile/#key-features) ### Solo $49.00/month ### Essential $69.00/month ### Business $89.00/month Our Most Popular Plan [See full pricing details](https://www.softwareadvice.com/legal/paypanther-profile/#pricing-and-plans) ### Product: Fieldpoint [Fieldpoint](https://www.softwareadvice.com/crm/fieldpoint-profile/) 4.13 [(16)](https://www.softwareadvice.com/crm/fieldpoint-profile/reviews/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Fieldpoint is a field service management solution that optimizes mid-sized and enterprise business operations. With over 25 years of industry experience, this software delivers an all-in-one solution that transforms service organizations to run leaner, smarter, and more profitable businesses with reliable ERP integrations. Fieldpoint invests in R&D. Therefore, with consistent product enhancements and mobile capabilities, it offers a complete and connected field service management software. It is an integrated application set with special industry extensions, giving businesses a suite with the right functionality for specific requirements. Organizations can customize workflows and configurations in Fieldpoint for any business need without investing in constant upgrades and updates. The software’s workflow development maximizes operational efficiency, increases revenue, reduces costs, and improves customer satisfaction. It ensures consistent progression of the service delivery process from the office to the field while being adaptable to the evolving business needs through flexible configuration. The system caters to business-critical workflows like approval processes, quote management, procurement, high severity calls, installations, and service. Fieldpoint enables companies to boost profitability with advanced analytics. It has business intelligence tools to create reports to quantify business success. Each project begins with a quote and is expanded as the project progresses to include all necessary job costing and scheduling features. Appointment and Service Activity modules account for the cost of time and labor and can incorporate this information into the billing cycle. Graphs help users visualize project margins and costs at different phases of projects: estimates versus actuals and percentage of completion. This job-costing structure provides necessary information for managing resources, as well as estimating potential revenue. In addition, all invoicing and billing can be managed from within Alert Stratus. Billing triggers can be added to a project based on a variety of factors, such as a specific date, the percentage of project completion, an important milestone, or billing based on task completion.... [Read more](https://www.softwareadvice.com/crm/fieldpoint-profile/) ### Best rated features: Customizable Fields 5.0 Electronic Signature 5.0 Job Management 5.0 Calendar Management 5.0 ### Worst rated features: Routing 3.0 Technician Management 3.0 Mobile Access 3.2 Dispatch Management 3.5 [See all features](https://www.softwareadvice.com/crm/fieldpoint-profile/#key-features) ### Product: JobNimbus [JobNimbus](https://www.softwareadvice.com/construction/jobnimbus-profile/) 4.59 [(482)](https://www.softwareadvice.com/construction/jobnimbus-profile/reviews/) Best for:Value for money ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary JobNimbus is a customer relationship management (CRM) and project management solution tailored to meet the needs of contractors, with a primary focus on the roofing, gutter and siding industries. It helps users streamline various aspects of contractors' business operations, offering a suite of tools designed to enhance productivity and efficiency. It serves as an all-in-one digital platform that centralizes essential functions, from lead management to project completion.  One of the key features of JobNimbus is its marketing capabilities, which enable contractors to generate and manage leads by offering services such as local search engine optimization (SEO), custom website design and tailored paid advertising campaigns. Additionally, the solution provides sales teams with one-click estimates, proposal generation and other tools designed to optimize the sales process and enhance client engagement for better conversion rates. JobNimbus helps businesses ensure effective client communication through its integrated text messaging, email capabilities and caller ID functionalities. The platform enables contractors to interact with clients, fostering better customer relationships. Additionally, it provides the flexibility to integrate with various tools, allowing contractors to consolidate resources into a unified platform. Key features of the production solution include production planning and scheduling, communication and coordination, material ordering, task and activity management, reporting and analytics as well as a streamlined production workflow. Additionally, JobNimbus facilitates effective communication, material management and task coordination. JobNimbus allows users to schedule installs, crews, subcontractors and more using a calendar feature. It offers automation capabilities to notify homeowners via SMS when a job is scheduled. The material ordering functionality allows for the conversion of estimates to material orders in just one click, along with direct sending of material orders to suppliers. The platform allows collaboration with crews and subcontractors, providing the ability to add subcontractors to the account, assign work orders and share live job folders with homeowners, crews and subcontractors. Additionally, production boards, tasks, notes and form features facilitate efficient organization and tracking of project details. JobNimbus allows integration with various third-party applications to enhance its functionality and offer additional features to users. Some of the featured integrations include JobNimbus Payments, which enables users to accept credit card, debit card and ACH e-check payments. The platform integrates with SumoQuote, providing users with the ability to build custom quotes. Another featured integration is with ABC Supply, streamlining material ordering processes with live pricing, direct ordering and delivery updates. Additionally, it integrates with Beacon Pro for building estimates using Beacon materials and pricing, as well as with Google Calendar for managing appointments and events.... [Read more](https://www.softwareadvice.com/construction/jobnimbus-profile/) ### What users love - Intuitive interface and navigation - Responsive and helpful support team - Flexible workflows and personalization ### To take in mind - Limited and unreliable mobile experience ### Best rated features: Work Order Management 5.0 Communication Management 5.0 Task Progress Tracking 5.0 Contractor Management 5.0 [See all features](https://www.softwareadvice.com/construction/jobnimbus-profile/#key-features) ### Basic $300.00/month [See full pricing details](https://www.softwareadvice.com/construction/jobnimbus-profile/#pricing-and-plans) ### Product: Dynamics 365 [Dynamics 365](https://www.softwareadvice.com/product/106335-Dynamics-365/) 4.37 [(5851)](https://www.softwareadvice.com/product/106335-Dynamics-365/reviews/) Best for:Enterprise businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Microsoft Dynamics 365 is a cloud-based CRM ecosystem for small, medium and enterprise organizations, with a focus on Sales, Field Service, Customer Service complete with strong integrations with Microsoft’s other Office 365 offerings like Teams, Outlook, Excel & Word. The Microsoft Dynamics 365 ecosystem has offerings ranging from lead and opportunity management, marketing, field service, IOT, customer service, mixed reality and project service automation all allowing for a more frictionless engagement with your customers. Microsoft Dynamics CRM is available for software-as-a-service (SaaS) deployment as well as on-premises complete with a nice user interface for mobile and desktop as well as a technology stack that ensure database security. Dynamics 365 also offers strong API capabilities to help integrate to your other critical systems.... [Read more](https://www.softwareadvice.com/product/106335-Dynamics-365/) ### What users love - User-friendly and intuitive interface - Deep Microsoft ecosystem integration - Centralized workforce and operations control ### To take in mind - Expensive licensing and add-ons - Limited and complex customization options - Steep learning and onboarding process ### Best rated features: Monitoring 5.0 Trend Analysis 5.0 Commission Management 5.0 For Call Centers 5.0 ### Worst rated features: Lead Scoring 3.5 Sales Trend Analysis 3.8 Prospecting Tools 3.9 API 3.9 [See all features](https://www.softwareadvice.com/product/106335-Dynamics-365/#key-features) ### Professional $50.00/month ### Enterprise $105.00/month ### Premium $195.00/month [See full pricing details](https://www.softwareadvice.com/product/106335-Dynamics-365/#pricing-and-plans) ### Product: NetSuite [NetSuite](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/) 4.23 [(2068)](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/reviews/) Best for:Enterprise businesses ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary NetSuite is an AI-powered cloud-based business management suite that incorporates ERP, financial management, CRM and eCommerce functionalities into a unified platform, helping organizations automate core processes and gain real-time visibility into operational and financial performance. It is designed to cater to multiple industries and business sizes, ranging from startups to large enterprises. NetSuite embeds AI capabilities across the suite with agents that assist and advise business leaders with new ways to simplify tasks, suggest actions and uncover business insights. NetSuite ERP encompasses various functions essential for business operations, including financial management, order management, inventory management, warehouse management, supply chain management and procurement. The financial management module includes accounts payable, accounts receivable, general ledger, fixed asset management, payment management and tax management. The CRM (customer relationship management) features in NetSuite cover customer service management, marketing automation and Salesforce automation. The CRM module also includes tools for configuring price quotes. Additionally, the platform offers functionalities for field service management for scheduling and dispatching, a mobile application and asset management. The platform provides professional services automation that helps in project accounting, project management, resource management, expense management and timesheet management. Additionally, these features enable businesses to manage their human resources and projects efficiently. NetSuite includes an analytics and reporting module, providing reporting dashboards and access to a data warehouse. NetSuite supports global business management through multi-currency, multi-language capabilities and global accounting consolidation. It facilitates tax management on a global scale. Additionally, the software features modules for eCommerce and omnichannel commerce, supporting B2C and B2B eCommerce, order management, point of sale and logistics. NetSuite’s platform allows for application distribution, customization, integration, internationalization, performance monitoring, process automation and platform development. These features ensure that businesses can tailor the software to their specific needs. Additionally, the platform prioritizes application and operational security and effective data management.... [Read more](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/) ### What users love - Deep system tailoring options - Comprehensive and scalable functionality - Centralized financial operations platform ### To take in mind - Steep learning curve and complexity - Complex and rigid reporting tools - Slow and inconsistent support experience ### Best rated features: "What If" Scenarios 5.0 Aging Tracking 5.0 Vendor Master Data Management 5.0 Import/Export Management 5.0 [See all features](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/#key-features) ### Product: DealerCenter [DealerCenter](https://www.softwareadvice.com/accounting/dealercenter-profile/) 4.85 [(1485)](https://www.softwareadvice.com/accounting/dealercenter-profile/reviews/) Best for:For Automotive Dealerships ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary DealerCenter is a cloud-based dealer management system designed to help small to large businesses manage processes related to accounting, customer relationships, auctions, inventory, digital marketing and more. The centralized platform allows users to integrate the system with various accounting applications, simplifying receiving and submission of credit applications and lender decisions. Features of DealerCenter include deal management, electronic licensing, e-contracts and forms, lead management, email/SMS campaigns, call recording, automated messaging and more. It comes with Android and iOS mobile applications, which enable users to handle license scanning, customer check-ins and check-outs, appointments and alert notifications. Additionally, businesses can create customizable dashboards per requirements to gain insight into operations across all levels. DealerCenter facilitates integration with several third-party dealer websites and applications such as QuickBooks, Experian, Equifax, Carfax, TransUnion, Kelley Blue Book, AutoCheck, NADA, Black Book, Manheim, Craiglist and more. Pricing is available through monthly subscriptions.... [Read more](https://www.softwareadvice.com/accounting/dealercenter-profile/) ### What users love - Responsive and knowledgeable support team - User-friendly and intuitive interface - Comprehensive dealership operations suite ### To take in mind - Lag and frequent software glitches - Complex fees and billing frustrations ### Best rated features: Contact Management 5.0 Remote Access/Control 5.0 Invoice Processing 5.0 Reminders 5.0 ### Worst rated features: Sales Floor Management 3.5 [See all features](https://www.softwareadvice.com/accounting/dealercenter-profile/#key-features) ### DMS $99.00/month ### Buy Here Pay Here (BHPH) $50.00/month ### QuickBooks $40.00/month [See full pricing details](https://www.softwareadvice.com/accounting/dealercenter-profile/#pricing-and-plans) 1 [2](https://www.softwareadvice.com/crm/sales-tracking-comparison/?__ai_markdown=true&page=2)[3](https://www.softwareadvice.com/crm/sales-tracking-comparison/?__ai_markdown=true&page=3)[4](https://www.softwareadvice.com/crm/sales-tracking-comparison/?__ai_markdown=true&page=4)[5](https://www.softwareadvice.com/crm/sales-tracking-comparison/?__ai_markdown=true&page=5) ... [20](https://www.softwareadvice.com/crm/sales-tracking-comparison/?__ai_markdown=true&page=20) ## Popular Comparisons [ HubSpot CRM vs Salesforce Sales Cloud ](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/2764-Salesforce/)[ Bigin by Zoho CRM vs Zoho CRM ](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/vs/zoho-crm/)[ NetSuite vs Dynamics 365 ](https://www.softwareadvice.com/compare/25483-netsuite-financials-accounting-software/vs/106335-Dynamics-365/)[ eWay-CRM vs Pipedrive ](https://www.softwareadvice.com/crm/eway-profile/vs/pipedrive/)[ DealerCenter vs Carsforsale.com ](https://www.softwareadvice.com/crm/carsforsale-profile/vs/dealercenter/)[ EngageBay CRM vs Keap ](https://www.softwareadvice.com/crm/engagebay-profile/vs/infusionsoft-crm/)[ Odoo vs Bitrix24 ](https://www.softwareadvice.com/nonprofit/bitrix24-profile/vs/odoo/) ## Your Guide to Top Sales Tracking Software, September 2025 Software Advice uses reviews from real software users to highlight the top-rated Sales Tracking products in North America. [Learn how products are chosen](https://www.softwareadvice.com/legal-page/frontrunners-methodology/) #### Explore FrontRunners - [Kylas Sales CRM](https://www.softwareadvice.com/marketing/kylas-profile/) - [Less Annoying CRM](https://www.softwareadvice.com/crm/less-annoying-crm-profile/) - [Breakcold](https://www.softwareadvice.com/crm/breakcold-profile/) - [EngageBay CRM](https://www.softwareadvice.com/crm/engagebay-profile/) - [Brevo](https://www.softwareadvice.com/scheduling/brevo-profile/) - [Bigin by Zoho CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/) - [DealerCenter](https://www.softwareadvice.com/accounting/dealercenter-profile/) - [Prospect CRM](https://www.softwareadvice.com/crm/prospectsoft-profile/) - [Sage Sales Management](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/) - [Ricochet360](https://www.softwareadvice.com/voip/ricochet360-profile/) - [VipeCloud](https://www.softwareadvice.com/crm/vipecloud-profile/) - [noCRM.io](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/) - [Repfabric](https://www.softwareadvice.com/crm/repfabric-profile/) - [Flowlu](https://www.softwareadvice.com/project-management/flowlu-profile/) - [GlassHive](https://www.softwareadvice.com/email-marketing/glasshive-profile/) - [Salesmate](https://www.softwareadvice.com/email-marketing/salemate-profile/) - [Nutshell](https://www.softwareadvice.com/crm/nutshell-profile/) - [Salesforce Starter](https://www.softwareadvice.com/crm/salesforceiq-profile/) - [Act!](https://www.softwareadvice.com/crm/act-crm-profile/) - [monday CRM](https://www.softwareadvice.com/marketing/monday-crm-profile/) - [TOP PRODUCER](https://www.softwareadvice.com/crm/top-producer-profile/) - [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) - [Copper](https://www.softwareadvice.com/product/63221-Copper/) - [Creatio CRM](https://www.softwareadvice.com/crm/bpmonline-profile/) - [SendPulse](https://www.softwareadvice.com/crm/sendpulse-profile/) “Usability” includes user ratings for Functionality and Ease of Use. “Customer Satisfaction” includes user ratings for Customer Support, Likelihood to Recommend and Value for Money. Reviews analysis period: The reviews analysis period spans two years and ends the 15th of the month prior to publication. ## Send me a copy of this list to my inbox ### Get a copy of this list with pricing info sent to your inbox so you can pick up where you left off when convenient to you. Sales tracking software fits into the larger family of sales force enablement and [sales force automation software](https://www.softwareadvice.com/crm/sales-force-automation-comparison/) and has many applications in common with traditional sales software and general purpose [customer relationship management (CRM) software](https://www.softwareadvice.com/crm/). On the whole, the sales force enablement and automation software market is expanding quickly—it [grew 12.8 percent to $5.6 billion](https://www.gartner.com/doc/3760163/magic-quadrant-sales-force-automation) in 2016. Today, most of the new growth is coming from the successes of Software-as-a-Service (SaaS) vendors entering the market with specialized, focused tools like [lead management](https://www.softwareadvice.com/marketing/lead-management-comparison/#buyers-guide) and, the topic of this guide, sales tracking software. Companies are flocking to these SaaS solutions for three main reasons: To provide better customer experiences and improve customer relationships To streamline sales staff workflows and improve process efficiencies To improve outcomes, close more deals and sell more per deal Sales tracking software can help your company work towards all three of these goals, but it must be chosen correctly and aligned well with your business goals. Those caveats can be especially challenging, especially given the the vast number of solutions available in this quickly growing, rapidly changing software market. This Buyer's Guide will help you make the right choice. In it we explain: [What Is Sales Tracking Software?](#WhatIsSalesTrackingSoftware) [Common Features of Sales Tracking Software](#CommonFeaturesofSalesTrackingSoftware) [Market Trends to Understand](#MarketTrendstoUnderstand) ## What Is Sales Tracking Software? Believe it or not, a large percentage of companies still track their sales processes manually: in spreadsheets, on whiteboards and even on paper. Manual tracking can work in small offices with very low sales volume, but it's never ideal. It leads to poor performance on the three points listed above: poorer customer experiences, inefficient use of sales staff time and fewer closed deals and lower per-deal revenue. Sales tracking software helps manage, track and guide all aspects of the sales process. It usually provides set process workflows so salespeople know where each prospect stands at any given point in time and which steps need to be taken next. These days, with better machine learning integrations, some sales tracking software platforms are even able to recommend the single best out of a set number of possible follow-up actions. _Dashboard overview showing lead origin and deal status in_ [Pipedrive](https://www.softwareadvice.com/crm/pipedrive-profile/) Salespeople make the most direct use of sales tracking software, but it's also used by team and department managers and executives. For the latter group, it provides insight into the health and status of the sales department's overall operations. It can help also help with sales forecasting, help optimize workforce scheduling and even help determine the best pricing plans and strategies. ## Common Features of Sales Tracking Software Clearly, sales tracking software can accomplish a lot. But how well it helps you achieve your specific goals comes down to the specific applications and features and how well they're aligned with your organization's workflows and goals. Here's a list of common features to look out for in the sales tracking solution you select:

Pipeline management

Manage individual sales prospects from fresh lead and first contact through to deal closure, which lets staff and management parse and prioritize different groups by a variety of internal or external variables.

Pipeline editor

Define and deploy individual pipelines specific to segmented lead groups, specific products or product lines or different sales teams, providing each with step-by-step workflows.

Cycle management

Customer-focused process management tool that helps manage sales and buying cycles, which is especially useful for organizations that sell subscription-based products or benefit from post-sales follow ups.

Next best actions

Helps identify the next best actions to take during multiple stages of the sales processes, increasing buyer engagement and improving sales outcomes. Some platforms make use of predictive analytics to improve suggestions over time.

Dashboard

Metric tracking visual interfaces for sales staff, management and executives, showing key performance numbers including open and closed deals, volume at various pipeline stages and custom KPIs and values.

Web-to-lead

Integrates with company's website (or social media channels) to help automatically convert online prospects into trackable leads and prospects, usually with basic segmentation tools.

Social media integrations

Tools that integrate a company or individual salesperson's social media accounts with backend sales tracking software, saving time, reducing errors, missed opportunities and improving response times.

Collaboration

Collaboration tools help organize responsibilities in sales environments that have multiple team members working together on the same deals, helping with hand-offs and preventing redundant steps.

Content management

Provides basic content management functions, either directly or through integrations with a content management system (CMS) to save time looking for sales materials.

## Market Trends to Understand Since sales force automation and enablement tools play such critical roles in the business world's profitability, they receive tons of attention from software developers. They're some of the first applications to receive updates and integrations of newer technologies like predictive analytics and machine learning. Current and up-and-coming trends in the sales tracking software industry include: - **Better user experience:** Gone are the days when updating a lead required a dozen mouse clicks and switching back and forth between multiple screens. Today's sales tracking tools are designed with user experience in mind, streamlining processes on the front end and featuring clearer, more intuitive user interfaces. - **Curated account intelligence:** Account information and client data both help close deals, but it's easy to have too much of either. What salespeople really need is the right information at the right time, so they know what they need to know exactly when they need it. Curated intelligence tools help manage CRM and sales data and present it only when it's needed. - **Just-in-time training:** The average sales department is no stranger to turnover and new staff onboarding is a part of operations. Sales tracking apps can speed up onboarding with the better interfaces (mentioned above) as well as with tooltips, automated cues and set workflows that help train new staff as they work. - **Predictive analytics:** Sales tracking tools have traditionally been systems of record: they'd simply record relevant account and process information. With better predictive analytics tools, they're increasingly answering valuable forward-looking questions, such as: How likely am I to close this deal? What should I do next with this deal? ### Related Sales Tracking Software - [CPQ Software](https://www.softwareadvice.com/cpq/) - [Commission Software](https://www.softwareadvice.com/commission/) - [Proposal Management Software](https://www.softwareadvice.com/proposal-management/) - [Quoting Software](https://www.softwareadvice.com/cpq/quoting-comparison/) - [RFP Software](https://www.softwareadvice.com/rfp/) - [Sales Force Automation Software](https://www.softwareadvice.com/crm/sales-force-automation-comparison/) - [Sales Forecasting Software](https://www.softwareadvice.com/sales-forecasting/) - [Sales Performance Management Software](https://www.softwareadvice.com/sales-performance-management/)