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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, execut...Read more about Salesforce Sales Cloud
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Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly helps teams build and convert sales pipeline, increase prod...Read more about Insightly
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Supercharge your sales process with Sales Hub, a powerful and easy-to-use sales CRM that includes sales engagement tools, configure-price-quote (CPQ) functionality, and robust sales analytics and reporting for growing teams. Optimize your sales process wit...Read more about HubSpot Sales Hub
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Claritysoft is a cloud-based customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation and social CRM within a single solution. Key f...Read more about Claritysoft CRM
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Shape's cloud-based solution offers tools designed to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, connect with customers and automate everyday tasks. Shape is suitable for businesses in industries su...Read more about Shape
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Top Producer is an all-in-one business management platform designed specifically for real estate agents and teams. Grow your database and convert more leads with cutting-edge lead generation and marketing automation. Smart follow-up technology helps to gen...Read more about TOP PRODUCER
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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 ma...Read more about SalesNOW
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LeadSquared is a cloud-based marketing automation and customer relationship management (CRM) solution for businesses of all sizes. It serves clients in industries such as finance, e-commerce, education, health and wellness, marketing, real estate, software...Read more about LeadSquared
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monday CRM is a sales platform that helps businesses streamline sales cycle. The platform caters to a range of industries, such as real estate, software and IT services, media and communications, manufacturing, financial services, consumer goods, and healt...Read more about monday CRM
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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 f...Read more about BNTouch Mortgage CRM
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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 rela...Read more about Rolldog
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Creatio CRM is an all-in-one platform that helps businesses manage the customer and revenue processes. It serves a variety of industries such as banking, credit unions, insurance, and telecommunications. The platform provides a unified CRM experience, enab...Read more about Creatio CRM
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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 automat...Read more about LeadMaster
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SugarCRM is a Customer Relationship Management (CRM) platform, expertly crafted to enhance interactions with prospects and customers while accelerating sales success. Renowned for its cost-effectiveness, this potent solution enables users to reduce the tot...Read more about SugarCRM
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Boomtown provides marketing and sales automation solutions for the REAL ESTATE industry. Through Boomtown, brokers can select and customize a lead generation website, track and nurture leads, and monitor team success and sales. The application is SaaS base...Read more about BoomTown
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Lofty is a marketing and customer relationship management (CRM) suite designed for small and midsize real estate businesses. Lofty provides team management features, lead and customer management and content management. The platform is crafted to automate m...Read more about Lofty
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PracticePanther is the highest-rated, easiest-to-use, law practice management software on the market. Join tens of thousands of law firms across 170+ countries relying on PracticePanther to optimize their workflows and boost productivity daily. Try it free...Read more about PracticePanther Legal Software
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Designed and developed exclusively for student-specialist marketers and recruiters, Akero, built by Net Natives, helps you improve marketing performance and increase student enrollments. It’s an easy-to-use platform that sits as an end-to-end solution or...Read more about Akero
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With Clio, legal professionals can simplify every aspect of their law firm operations, from billing to communication, document management, client intake, and beyond. The software aims to provide everything a law firm needs in one centralized platform, ensu...Read more about Clio
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Ranked #1 by over 250K Agents - BoldTrail is a complete real estate platform that empowers brokerages, teams, and agents to scale and grow faster than than their competition: MORE Agents & Teams Choose Brokerages with BoldTrail. Here’s why: 1) Dedicate...Read more about BoldTrail
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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 inte...Read more about DealerCenter
Less Annoying CRM is a contact management solution designed for small businesses. It helps them manage contacts, track leads, and stay on top of follow-ups. The platform offers several key features to help small businesses stay organized and productive. It...Read more about Less Annoying CRM
Automotive CRM is a comprehensive solution for independent car dealers. It is built to help dealerships manage existing and prospective customers, track sales team activities, monitor appointments, see customer status, plus more. Automotive CRM uses a lead...Read more about AutoManager
Flowlu is a cloud-based, all-in-one business management solution designed for teams of all sizes and industries. Whether you're managing projects, tracking sales, or handling finances, Flowlu brings everything together in a single, intuitive platform. Pow...Read more about Flowlu
The Magazine Manager is a web-based CRM solution designed to help digital and print publishers streamline operations in an ever-changing media environment. Magazine Manager’s rapidly expanding product line includes a world-class customer relationship man...Read more about The Magazine Manager
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Your Guide to Top Sales Tracking Software, September 2024
Software Advice uses reviews from real software users to highlight the top-rated Sales Tracking products in North America.
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“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.
Buyers Guide
This detailed guide will help you find and buy the right sales tracking software for you and your business.
Last Updated on January 27, 2025Sales tracking software fits into the larger family of sales force enablement and sales force automation software and has many applications in common with traditional sales software and general purpose customer relationship management (CRM) software.
On the whole, the sales force enablement and automation software market is expanding quickly—it grew 12.8 percent to $5.6 billion 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 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?
Common Features of Sales Tracking Software
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
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?