# Best Sales Tracking Software - 2026 Reviews & Pricing

> Find the best Sales Tracking Software for your organization. Compare top Sales Tracking Software systems with customer reviews, pricing, and free demos.

Source: https://www.softwareadvice.com/za/crm/sales-tracking-comparison

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# Best Sales Tracking Software of 2026

Updated June 24, 2026

On this page

1.  FrontRunners
2.  Popular Comparisons
3.  Buyers Guide
4.  Related Software

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516 results

### Compare Products

Showing 1 - 25 of 516 products

#### Company Size

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-   2-10
    
-   11-50
    
-   51-200
    
-   201-500
    
-   501-1000
    
-   1000+
    

#### Pricing Options

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**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.

[Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/)

4.40

[(18786)](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

-   Strong customer relationship tools
-   Comprehensive sales process management
-   Highly adaptable platform customization

### To take in mind

-   Significant costs and add-on fees
-   Steep learning curve for users
-   Complex and limited reporting tools

### Best rated features:

Drag & Drop

5.0

Proposal Generation

5.0

Job Scheduling

5.0

For Real Estate

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)

[Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/)

4.50

[(252)](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 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 features include account management, activity management, calendar management and pipeline management. Claritysoft CRM features a contact management module that allows users to import and unify contact lists from different sources such as Excel documents, Outlook and QuickBooks. It allows users to view contact location in Google Maps, which helps them plan routes for sales representatives. The email-marketing feature allows users to design email templates and pull contacts from contact lists based on filters and preferences. Users are able to access their stored CRM data in Claritysoft’s offline mode, and then synchronize changes with the cloud when the application is online again. Pricing is per user per month subscription. Support is offered via phone, email or web ticket.... [Read more](https://www.softwareadvice.com/crm/claritysoft-profile/)

### Best rated features:

Campaign Management

5.0

For Startups

5.0

Calendar Management

5.0

Real-Time Notifications

5.0

[See all features](https://www.softwareadvice.com/crm/claritysoft-profile/#key-features)

[HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/)

4.54

[(501)](https://www.softwareadvice.com/crm/hubspot-sales-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

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 with HubSpot CRM. Achieve total visibility with sales analytics and reporting. Streamline your outreach with sales engagement tools. Close more deals faster with configure-price-quote (CPQ) functionality. Sales Hub is built on the HubSpot Growth Platform, where you can bring your customer data, tools, and teams together in one central system of record. You can connect the tools you use with Sales Hub with over 500 apps in the HubSpot App Marketplace, APIs, and solutions partners. Sales Hub is made for growing teams and offers four editions to help those looking to get started or who are growing rapidly. Get started with Sales Hub Free, Sales Hub Starter, Sales Hub Professional, or Sales Hub Enterprise. You shouldn’t have to outgrow your CRM -- HubSpot has got you covered every step of the way.... [Read more](https://www.softwareadvice.com/crm/hubspot-sales-profile/)

### What users love

-   Comprehensive sales process tracking
-   Responsive and helpful support team
-   User-friendly and intuitive design

### To take in mind

-   Clunky navigation and customization limits
-   Expensive for growing teams

### Best rated features:

Automatic Call Distribution

5.0

Conversation Intelligence

5.0

For Startups

5.0

Lead Scoring

5.0

### Worst rated features:

Field Sales Management

3.0

Channel Management

3.0

Real-Time Reporting

3.5

Document Management

3.6

[See all features](https://www.softwareadvice.com/crm/hubspot-sales-profile/#key-features)

### Free

$0.00

### Starter

$15.00/month

### Professional

$90.00/month

[See full pricing details](https://www.softwareadvice.com/crm/hubspot-sales-profile/#pricing-and-plans)

[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)

[BNTouch Mortgage CRM](https://www.softwareadvice.com/crm/bntouch-profile/)

4.51

[(97)](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:

Client Portal

5.0

Task Management

5.0

Customizable Templates

5.0

Marketing Automation

4.5

### Worst rated features:

Loan Processing

3.5

Reporting/Analytics

3.5

Pre-Qualification

3.5

Client Management

3.8

[See all features](https://www.softwareadvice.com/crm/bntouch-profile/#key-features)

[Clio](https://www.softwareadvice.com/legal/clio-legal-profile/)

4.66

[(1737)](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

Clio provides a cloud-based solution designed to streamline various aspects of law firm operations. Its platform supports essential functions such as billing, communication, document management, client intake, and more, aiming to centralize and optimize processes for legal professionals. By integrating tools into one system, Clio acts as a hub where users can manage matters, contacts, documents, finances, and other critical elements of their work. The software suite caters to diverse needs within legal practice, offering features like law practice management, client intake, customer relationship management (CRM), document automation, legal 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

-   Complex and costly payment processes
-   Limited and awkward document handling
-   Cumbersome and inflexible invoicing

### Best rated features:

Timer

5.0

Archiving & Retention

5.0

Multi-Location

5.0

Version Control

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)

[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)

[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)

[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)

[MortgageHalo](https://www.softwareadvice.com/product/54657-MortgageHalo/)

4.38

[(48)](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:

Client Database

5.0

Loan Origination

5.0

Activity Dashboard

5.0

Reporting & Statistics

5.0

[See all features](https://www.softwareadvice.com/product/54657-MortgageHalo/#key-features)

### Basic

$69.00/month

Includes CRM Software, Automated Marketing, Advanced Marketing Store with Co-Branding

### Individual

$165.00/month

Includes CRM Software, Automated Marketing, Advanced marketing Store with Co-Branding

[See full pricing details](https://www.softwareadvice.com/product/54657-MortgageHalo/#pricing-and-plans)

[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/)

[Coevera](https://www.softwareadvice.com/product/113892-Coevera/)

4.60

[(216)](https://www.softwareadvice.com/product/113892-Coevera/reviews/)

Best for:Value for money

### 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)

[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/)

[Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/)

4.31

[(6978)](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

-   Intuitive and flexible usability
-   Affordable plans and free options
-   Comprehensive and customizable features

### 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

Remote Access/Control

5.0

For Financial Institutions

5.0

Customer Activity Tracking

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)

[Quickbase](https://www.softwareadvice.com/crm/quick-base-profile/)

4.42

[(329)](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 work management and application platform designed to help organizations centralize and manage complex projects and processes. It is used across industries such as construction, manufacturing, government, and solar to coordinate workflows and stakeholders. The platform addresses challenges in project management, resource allocation, field service coordination, compliance tracking, and workflow automation. It features a low-code development environment that allows users to create custom applications without requiring traditional coding skills. Quickbase includes automation tools to reduce manual tasks, mobile applications for field and remote work, and administrative controls for governance and security. It also provides analytics tools for data visualization and extensions for additional functionality. An artificial intelligence assistant, Quincy, is available to answer system-related questions. The platform’s architecture supports various use cases, enabling organizations to manage projects, optimize resources, automate workflows, and coordinate field operations. It includes pre-built applications for tasks such as contract management, compliance management, and hazard identification. Quickbase offers real-time visibility into operations, helping teams track progress, manage budgets and equipment, and maintain communication between office and field personnel.... [Read more](https://www.softwareadvice.com/crm/quick-base-profile/)

### What users love

-   Responsive and knowledgeable support
-   Flexible platform for customization
-   Streamlined workflow automation tools

### To take in mind

-   Expensive for growing teams

### Best rated features:

Compliance Management

5.0

Status Tracking

5.0

Warehouse Management

5.0

Territory Management

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)

[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

-   Holistic customer relationship management
-   Comprehensive customer service tools

### 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)

[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: Not available

Software Advice Summary

SalesOutlook CRM is a comprehensive customer relationship management (CRM) and email marketing system that embeds into Microsoft Outlook. Our Outlook CRM automatically syncs all customer data at one place. All files and email correspondence are saved to the contact's profile, and because SalesOutlook CRM depends on Microsoft Outlook, there is no need for a dedicated MS-SQL server database. SalesOutlook Outlook CRM's intuitive interface provides a host of features that optimize the user experience. Contacts can be dragged and dropped into different lead categories, such as 'opportunity' or 'customer inquiry' directly from the email interface. By right-clicking on a customer name, users can access contact information, providing instant visibility into all the necessary information related to any particular buyer. The Outlook CRM is a specialized system that builds upon a frequently used email medium to create a CRM that will optimize user efficiency and boost customer satisfaction.... [Read more](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/)

### Best rated features:

Mobile App

5.0

Segmentation

5.0

Contact Database

5.0

Forecasting

5.0

### Worst rated features:

Referral Tracking

3.5

Territory Management

3.7

Internal Chat Integration

4.0

Email Marketing

4.0

[See all features](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/#key-features)

### Basic

$40.00/month

[See full pricing details](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/#pricing-and-plans)

[CharityEngine](https://www.softwareadvice.com/crm/charity-engine-profile/)

4.22

[(32)](https://www.softwareadvice.com/crm/charity-engine-profile/reviews/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

CharityEngine's nonprofit CRM software simplifies the fundraising process, so you spend more time on your campaigns and less time struggling with technology. It has the tools for managing donors, receiving donations, processing payments, and more. CharityEngine is a mission-driven software built specifically for nonprofits looking to change the world. Book your demo today to see how CharityEngine can help you achieve your fundraising goals.... [Read more](https://www.softwareadvice.com/crm/charity-engine-profile/)

### Best rated features:

Customer Database

5.0

Activity Dashboard

5.0

Event Management

5.0

Task Management

5.0

### Worst rated features:

Grant Management

4.0

Online Forms

4.0

Customizable Reports

4.0

[See all features](https://www.softwareadvice.com/crm/charity-engine-profile/#key-features)

[Workbooks](https://www.softwareadvice.com/crm/workbooks-crm-profile/)

4.33

[(112)](https://www.softwareadvice.com/crm/workbooks-crm-profile/reviews/)

Best for:Customer support

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Workbooks is the 'No-BS' CRM. Workbooks designs, develops and implements its own software, which is targeted specifically at mid-market organizations. The platform helps manage the sales team with real-time reporting and activity tracking, increase sales productivity with automated workflows and mobile apps, improve forecasting and make insightful decisions. It also allows companies to efficiently run marketing campaigns, manage data, segment and target accurately, measure ROI and drive alignment – maximizing the demand funnel. Businesses are able to easily create and deliver accurate sales quotes, generate contracts and orders, and sync the information with their financial system for maximum visibility and efficiency. Finally, Workbooks provides customer service functionality that includes multi-channel case management, activity history tracking, Service Level Agreements (SLAs) measurements etc. to help increase agent productivity and deliver an exceptional customer experience.... [Read more](https://www.softwareadvice.com/crm/workbooks-crm-profile/)

### Best rated features:

Search/Filter

5.0

Access Controls/Permissions

5.0

Calendar/Reminder System

5.0

Interaction Tracking

5.0

### Worst rated features:

Activity Tracking

2.0

Lead Capture

3.0

Reporting/Analytics

4.0

[See all features](https://www.softwareadvice.com/crm/workbooks-crm-profile/#key-features)

### CRM

$45.00/month

The plan is billed annually.

### Business

$92.00/month

The plan is billed annually.

[See full pricing details](https://www.softwareadvice.com/crm/workbooks-crm-profile/#pricing-and-plans)

[Zendesk Suite](https://www.softwareadvice.com/product/26892-Zendesk/)

4.41

[(4081)](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 experience
-   Robust and flexible ticketing system
-   Intuitive and user-friendly interface

### To take in mind

-   Escalating costs and restrictive tiers
-   Email handling and notification issues
-   Limited and complex reporting tools

### Best rated features:

Predictive Dialer

5.0

Batch Communications

5.0

Tagging

5.0

Online Forums

5.0

### Worst rated features:

Widgets

2.7

Account Alerts

3.0

Interactive Content

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)

[RealEstateHalo](https://www.softwareadvice.com/crm/myleaddashboard-profile/)

4.53

[(78)](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:

Activity Dashboard

5.0

Campaign Management

5.0

Agent Management

5.0

CRM

5.0

[See all features](https://www.softwareadvice.com/crm/myleaddashboard-profile/#key-features)

### Basic

$49.99/month

Subscription fees may be waived based on minimum monthly order quantities.

[See full pricing details](https://www.softwareadvice.com/crm/myleaddashboard-profile/#pricing-and-plans)

[Zipteams](https://www.softwareadvice.com/voip/zipteams-profile/)

4.70

[(73)](https://www.softwareadvice.com/voip/zipteams-profile/reviews/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Using our conversational intelligence analytics combined with smart meeting rooms, Zipteams helps sales teams make smarter decisions and complete transactions quickly. Real-time support nudges and allows managers to effortlessly teach and onboard new reps with relative ease.... [Read more](https://www.softwareadvice.com/voip/zipteams-profile/)

### Best rated features:

Lead Assignment

5.0

Real-Time Reporting

5.0

Lead Capture

5.0

Meeting Notes

5.0

[See all features](https://www.softwareadvice.com/voip/zipteams-profile/#key-features)

[Lofty](https://www.softwareadvice.com/crm/chime-profile/)

3.86

[(127)](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)

[Thryv](https://www.softwareadvice.com/crm/thryv-profile/)

4.21

[(532)](https://www.softwareadvice.com/crm/thryv-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Thryv is an AI-powered marketing and sales platform built specifically for small businesses, helping you market smarter, sell more, and grow faster—all from one centralized solution. Designed to replace disconnected tools, Thryv combines essential business software into one easy-to-use platform. Now including Keap, Thryv delivers powerful CRM software, marketing automation, and sales management tools that help small businesses capture more leads, automate follow-ups, and increase repeat business. With built-in tools for lead management, email and SMS marketing, pipeline tracking, and customer relationship management, Thryv + Keap help teams stay organized and close more deals. From getting found online with digital marketing tools to managing customer relationships and automating sales workflows, Thryv + Keap simplify every stage of the customer journey. The result is a scalable, all-in-one CRM and marketing platform that helps small businesses save time, increase efficiency, and focus on what matters most—running and growing their business.... [Read more](https://www.softwareadvice.com/crm/thryv-profile/)

### What users love

-   Responsive and helpful support team
-   Comprehensive business management tools
-   User-friendly and intuitive interface

### To take in mind

-   Website design and management issues
-   Payment processing and billing frustrations
-   Limited and inflexible email tools

### Best rated features:

Patient Records Management

5.0

Multi-Campaign

5.0

Customer Support

5.0

Scheduling

5.0

[See all features](https://www.softwareadvice.com/crm/thryv-profile/#key-features)

[Dynamics 365](https://www.softwareadvice.com/product/106335-Dynamics-365/)

4.37

[(5830)](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
-   Seamless Microsoft ecosystem integration
-   Comprehensive workforce management tools

### To take in mind

-   Expensive licensing and add-ons
-   Complex and limited customization options
-   Steep learning curve for users

### Best rated features:

Financial Analysis

5.0

Trend Analysis

5.0

For Call Centers

5.0

For Real Estate

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)

1

[2](https://www.softwareadvice.com/crm/sales-tracking-comparison/?page=2)[3](https://www.softwareadvice.com/crm/sales-tracking-comparison/?page=3)[4](https://www.softwareadvice.com/crm/sales-tracking-comparison/?page=4)[5](https://www.softwareadvice.com/crm/sales-tracking-comparison/?page=5)

...

[21](https://www.softwareadvice.com/crm/sales-tracking-comparison/?page=21)

## Popular Comparisons

[

HubSpot CRM vs Salesforce Sales Cloud

](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/2764-Salesforce/)[

Brevo vs Mailchimp

](https://www.softwareadvice.com/scheduling/brevo-profile/vs/mailchimp/)[

Dynamics 365 vs Zoho CRM

](https://www.softwareadvice.com/compare/106335-Dynamics-365/vs/392464-zoho-crm/)[

ClickUp vs monday.com

](https://www.softwareadvice.com/project-management/clickup-profile/vs/monday-com/)[

DealerCenter vs Carsforsale.com

](https://www.softwareadvice.com/crm/carsforsale-profile/vs/dealercenter/)[

Odoo vs NetSuite

](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/vs/odoo/)[

ActiveCampaign vs Nimble

](https://www.softwareadvice.com/crm/activecampaign-profile/vs/nimble/)[

Pipedrive vs Keap

](https://www.softwareadvice.com/crm/infusionsoft-crm-profile/vs/pipedrive/)

## 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/)