24 Best Sales Productivity Tools for All Sales Needs

Sales productivity tools are software solutions designed to help sales teams optimize their time, increase efficiency and improve overall performance. They streamline various sales related tasks, including customer relationship management (CRM), lead generation, communication, data analysis and automation. 

The goal is to help the sales team spend more time selling and less time on administrative tasks, ultimately boosting revenue and business growth.

Key Features of Sales Productivity Tools:

• Automation: Automates repetitive tasks such as data entry, email follow-ups and meeting scheduling, freeing up time for more strategic work or field work.
• Customer Relationship Management (CRM): Tracks customer interactions, stores contact information and manages relationships to improve customer engagement.
• Lead Management: Helps identify, nurture and prioritize leads based on potential, ensuring salespeople focus on the most valuable opportunities.
• Sales Analytics: Provides insights into sales performance, helping teams track progress, set targets and adjust strategies in real-time.
• Communication & Collaboration: Centralises communication through email, chat and calls while offering tools for internal collaboration to ensure alignment between sales teams.
• Sales Engagement: Manages and optimizes how sales reps engage with prospects through multiple channels, including phone, email and social media.
• Task Management: Helps organize daily tasks, manage calendars and set reminders to ensure the sales team stay on top of their responsibilities.

Also read: Sales Prospecting Tactics That Drive Maximum Results

In short, sales productivity tools help sales teams work smarter, by focusing on automating and organizing tasks that can otherwise drain time and energy.

There are different sets of priorities for different organizations and these tools help them to enhance productivity and improve strategy. Most tools have a strong suite in which they excel when compared with other tools. To classify and suggest the tools requirement based on certain features we can look at the detailed article below.

1. Customer Relation Management (CRM)

Customer Relationship Management (CRM) is a technology and strategy for managing a company’s interactions with potential and existing customers. By storing information such as contact details, communication history, purchase behavior and customer preferences. A CRM system helps businesses build better relationships, improve customer satisfaction and drive sales growth.

CRM tools also offer automation, analytics and integration with other systems, streamlining workflows and providing insights for more informed decision-making.

Also read: Top Sales Automation Tools for Teams of All Sizes

Key Features:

1. Contact Management

• Centralises customer information for easy access and organization.
• Helps maintain strong relationships by tracking communication history.

2. Sales Management

• Manages leads, prospects and deals throughout the sales pipeline.
• Prioritises leads and tracks sales progress to identify opportunities.

3. Lead Management

• Captures and tracks leads from multiple sources.
• Scores and ranks leads based on engagement and behavior.

4. Task and Activity Management

• Schedules meetings, sets reminders and organizes tasks.
• Helps teams follow up on activities and meet deadlines.

5. Email Integration

• Integrates with email platforms for seamless communication.
• Tracks email interactions and provides engagement insights.

6. Sales Forecasting

• Analyses data to predict future sales trends.
• Helps set realistic targets and track performance.

7. Reporting and Analytics

• Generates reports on sales, customer behavior and campaigns.
• Customizable dashboards offer insights into key metrics.

8. Marketing Automation

• Automates tasks like email campaigns and lead generation.
• Tracks campaign performance for optimization.

9. Customer Support and Service

• Manages support tickets and service requests efficiently.
• Provides quick access to customer information for better support.

10. Mobile Access

• Mobile apps enable access to customer data on the go.
• Keeps users connected and productive outside the office.

11. Workflow Automation

• Automates repetitive tasks, reducing manual workload.
• Streamlines processes across sales, marketing and service teams.

12. Integration with Other Software

• Connects with ERP, email marketing, e-commerce and other tools.
• Ensures unified data flow across different systems.

13. Data Security

• Protects customer data with encryption and access controls.
• Ensures compliance with data privacy regulations.

14. Customization

• Allows customization of fields, modules and workflows.
• Adapts to specific business processes and requirements.

Also read: Sales Email Templates That Get High Response Rates

Below is a list of tools, including their pricing, pros, consand respective ratings.

1. Monday Sales CRM

Monday Sales CRM is a highly customizable and intuitive sales productivity tool built on the Monday.com Work OS platform. It helps sales teams manage leads, track pipelines and automate tasks. This ultimately improves workflow efficiency and team collaboration. Also known for its user-friendly interface, Monday Sales CRM offers flexibility and simplicity, making it an attractive choice for businesses that want to tailor their CRM to specific sales needs.

Pricing:

• Free Trial:Offers a variable free trial option.
• Basic Plan: $12/month for 1 user.
• Standard Plan: $17/month for 1 user.
• Pro Plan: $28/month for 1 user.
• Enterprise Plan: Custom pricing.

Pros:

• Highly customizable: Tailor the platform to fit specific sales workflows, whether simple or complex.
• User-friendly interface: Visual and intuitive, making it easy for teams to adopt and manage without extensive training.
• Excellent collaboration: Built-in features for team communication, task tracking and file sharing enhance teamwork.
• Automation: Automates repetitive tasks, saving time and reducing manual data entry.
• Flexible integrations: Connects seamlessly with a variety of third-party tools.

Cons:

• Lacks advanced features found in traditional CRMs like Salesforce, such as deep analytics and AI-powered sales insights for complex sales management.
• Scalability: May require extra customization for larger enterprises with complex sales needs.
• Reporting and analytics: Limited compared to more robust CRMs; reporting could be more in-depth.
• Better suited for project management and simple sales workflows, requiring additional customization to handle more specialised or complex sales processes out of the box.

Ratings:

• G2 Rating: 4.6/5
• Capterra Rating: 4.6/5

Ideal For:

Monday Sales CRM is ideal for businesses that want a flexible and easy-to-use tool to manage sales processes and increase productivity. It excels in customization and collaboration but may not have the depth of features that larger enterprises or heavily data-driven teams need. Its strong visual interface and workflow management make it perfect for small to mid-sized businesses looking to streamline their sales operations.

2. HubSpot Sales Hub

HubSpot Sales Hub is a popular sales productivity tool that integrates seamlessly with HubSpot's marketing and service tools, offering a comprehensive platform for managing customer relationships, automating sales tasks and enhancing sales productivity. Known for its user-friendly interface, it provides everything from email tracking and deal management to sales pipeline reporting, making it a powerful solution for sales teams of all sizes.

Pricing:

• Free Version: Offers a free trial option.
• Sales Hub Starter: $20/month for 1 user.
• Starter Customer Platform: $20/month for 1 user.
• Sales Hub Professional: $100/month for 1 user.
• Sales Hub Enterprise Plan: $150/month for 1 user.

Pros:

• User-friendly interface: Simple to set up and use, even for beginners, with minimal learning curve.
• Seamless integration with HubSpot’s CRM, marketing and service tools, creating an all-in-one platform.
• Strong automation features that streamline repetitive tasks, improving efficiency.
• Detailed analytics and reporting to track sales performance and forecast revenue.
• Free tier available, making it accessible for small businesses and startups.

Cons:

• Limited features in the free and Starter versions: Basic compared to competitor paid offerings.
• Pricing can escalate quickly: Costs increase significantly with advanced plans, especially for larger teams.
• Customization limitations: While powerful, HubSpot’s customization options may not be as flexible as tools like Salesforce for larger, complex organizations.

Ratings:

• G2 Rating: 4.4/5
• Capterra Rating: 4.5/5

Ideal For:

HubSpot Sales Hub is ideal for small to mid-sized sales teams that want a powerful, user-friendly CRM with robust automation and reporting tools. While the free version offers great value for basic tasks, advanced features in the higher-tier plans provide comprehensive sales management, making it a scalable solution for growing businesses. However, the costs can rise quickly as more features and users are added and it may not offer the same depth of customization as some other high-end CRMs.

3. Outreach

Outreach is a leading sales productivity tool designed to enhance sales engagement and automate various aspects of the sales process. It provides sales teams with the tools they need to manage outreach, track interactions and optimize communication with prospects. By automating repetitive tasks and offering detailed analytics, Outreach helps sales teams improve efficiency and effectiveness.

Pricing:

• Custom Pricing: Outreach does not publicly list its pricing; instead, interested customers are encouraged to contact the sales team for tailored quotes based on their specific needs and the size of their team. 

Pros:

• Comprehensive automation: Streamlines repetitive outreach tasks, allowing sales teams to focus on high-value activities.
• Robust analytics: Provides deep insights into engagement, enabling teams to refine their strategies effectively.
• Multi-channel capabilities: Facilitates outreach through various communication channels, increasing the chances of engagement.
• Strong integrations: Works well with existing CRM and productivity tools, enhancing overall sales workflows.
• User-friendly interface: Easy to navigate, making it accessible for teams of all skill levels.

Cons:

• Costly for smaller teams: The subscription fees can be high, which may not be feasible for small businesses or startups.
• Learning curve: While user-friendly, some advanced features may take time to master, requiring training and onboarding.
• Dependence on integration: Full functionality often requires integration with a CRM, which may complicate initial setup for some teams.
• Limited offline capabilities: Primarily designed for online engagement; offline outreach capabilities are less robust.

Ratings:

• G2 Rating: 4.3/5
• Capterra Rating: 4.4/5

Ideal For:

Outreach is ideally suited for mid-sized to large businesses that have established sales teams and are looking to enhance their sales engagement and productivity. While it offers powerful features that improve productivity and optimize sales processes, its pricing may be a concern for smaller organizations. For teams willing to invest in a comprehensive sales engagement platform, Outreach can significantly boost productivity and drive better sales outcomes.

4. Pipedrive

Pipedrive is a popular sales productivity tool designed to help sales teams manage their sales processes more efficiently.Its known for its user-friendly interface and pipeline-centric approach. Pipedrive focuses on providing sales professionals with the tools they need to track leads, manage deals and ultimately close sales more effectively.

Pricing:

• Trial Plan: Offers a variable free trial plan.
• Essential Plan: $14/month for 1 user.
• Advanced Plan: $29/month for 1 user.
• Professional Plan: $59/month for 1 user.
• Power Plan: $69/month for 1 user.
• Enterprise Plan: $99/month for 1 user.

Pros:

• User-Friendly Interface: Intuitive and easy to navigate, making it accessible for users of all skill levels.
• Strong Pipeline Management: The visual sales pipeline helps sales reps understand their sales stages at a glance and prioritise effectively.
• Effective Integration: Integrates well with various other tools and CRMs, enhancing overall sales workflows.
• Automation Capabilities: Reduces manual work and saves time by automating routine tasks.
• Flexible Customization: Allows teams to tailor the platform to meet their specific sales processes and needs.

Cons:

• Limited Reporting in Lower Tiers: Some advanced reporting features are only available in higher-tier plans.
• Customization Limitations: While it offers good customization, it may not be as flexible as some larger, more complex CRMs for certain enterprise needs.
• Cost for Advanced Features: Costs can add up, especially for teams that require more advanced features or additional user licenses.
• Learning Curve for Advanced Features: While basic functionalities are user-friendly, some advanced features may take time to learn fully.

Ratings:

• G2 Rating: 4.2/5
• Capterra Rating: 4.5/5

Ideal For:

Pipedrive is an excellent sales productivity tool for small to mid-sized businesses looking for a straightforward and effective way to manage their sales processes. Its visual pipeline, automation capabilities and ease of use make it ideal for sales teams that want to streamline their operations and improve productivity. While it may have limitations in reporting and customization compared to more complex CRMs, its focus on simplicity and user experience makes it a strong choice for many organizations.

5. Copper CRM

Copper CRM is a sales productivity tool designed specifically for teams that use Google Workspace (formerly G Suite). It integrates deeply with Google’s applications, providing a seamless experience for managing customer relationships directly within familiar tools like Gmail, Google Calendar and Google Drive. This integration helps sales teams streamline their workflows and maintain context without needing to switch between multiple applications.

Pricing:

• Trial Plan: Offers a 14-day trial option.
• Starter Plan: $12/month for 1 user.
• Basic Plan: $29/month for 1 user.
• Professional Plan: $69/month for 1 user.
• Business Plan: $134/month for 1 user.

Pros:

• Seamless Integration with Google Workspace: Ideal for teams already using Google apps, providing a familiar environment for managing customer relationships.
• User-Friendly Interface: Intuitive design that is easy to navigate, reducing the learning curve for new users.
• Automated Data Logging: Minimises manual entry, allowing sales teams to focus more on selling rather than administrative tasks.
• Strong Collaboration Features: Facilitates teamwork and information sharing, enhancing overall sales effectiveness.
• Customizable: Allows users to tailor the CRM to their specific sales processes and workflows.

Cons:

• Limited Offline Functionality: Primarily designed for online use, it may not be suitable for teams needing robust offline capabilities.
• Higher Pricing: Compared to some competitors, the pricing can be steep, especially for smaller teams or startups.
• Learning Curve for Advanced Features: While basic functionalities are straightforward, some advanced features may require additional training to fully leverage.
• Less Suitable for Non-Google Users: Organizations not heavily invested in Google Workspace may not benefit as much from Copper’s integration.

Ratings:

• G2 Rating: 4.5/5
• Capterra Rating: 4.4/5

Ideal For:

Copper CRM is particularly well-suited for small to mid-sized organizations that are already using Google Workspace.Its automated data logging, user-friendly interface and strong pipeline management make it ideal for businesses looking to streamline their sales processes. However, its pricing may be a consideration for smaller organizations and teams not utilizing Google Workspace may find it less beneficial. Overall, Copper CRM is best suited for teams seeking a CRM that aligns closely with their existing Google tools.

6. Salesforce Sales Cloud

Salesforce Sales Cloud is one of the leading sales productivity tools available today, designed to help sales teams manage their processes, automate tasks and drive growth through data-driven insights. As part of the larger Salesforce ecosystem, it offers a robust set of features that cater to sales professionals across various industries.

Pricing:

• Trial Plan: Offers a 30 day trial plan.
• Starter Suite: $25/month for 1 user.
• Pro Suite: $100/month for 1 user.
• Enterprise Plan: $160/month for 1 user.
• Unlimited Plan: $330/month for 1 user.
• Einstein 1 Sales: $500/month for 1 user.

Pros:

• Highly Customizable: Salesforce offers extensive customization options, allowing organizations to tailor the platform to their specific sales processes.
• Robust Analytics: Advanced reporting and forecasting capabilities provide deep insights into sales performance and trends.
• Strong Ecosystem: Integration with a wide range of Salesforce products and third-party applications enhances functionality.
• Scalability: Suitable for businesses of all sizes, from startups to large enterprises, with the ability to scale as needs grow.
• Mobile Accessibility: The mobile app allows sales teams to stay connected and productive while on the move.

Cons:

• Cost: Higher pricing tiers can be prohibitive for smaller organizations, especially when needing multiple licenses.
• Complexity: The extensive features and customization options can lead to a steeper learning curve for new users.
• Overwhelming for Small Teams: Small businesses may find some of the advanced features unnecessary, making the tool feel overly complex for their needs.
• Implementation Time: Setting up and customizing Salesforce can be time-consuming, requiring dedicated resources for successful implementation.

Ratings:

• G2 Rating: 4.4/5
• Capterra Rating: 4.4/5

Ideal For:

Salesforce Sales Cloud is ideal for businesses of all sizes, from small and medium-sized enterprises (SMEs) to large enterprises. It offers scalable features, making it suitable for companies looking to manage leads, track sales performance and streamline the sales process, with customizable solutions for different industry needs.

2. Field Sales Tools

Field sales software is a specialized tool designed to support sales teams that work outside the office, often referred to as "on-the-road" or "in-the-field" sales teams. These solutions streamline various aspects of field sales, from tracking appointments to managing leads and closing deals while in transit. The primary purpose is to increase efficiency, organization and communication for sales reps who interact directly with customers at their locations.

Key Features:

1. Route Planning and Optimization

• Helps sales reps plan efficient routes to visit multiple customers in a day.
• Reduces travel time and costs by optimizing routes based on location.

2. Lead and Customer Management

• Allows reps to view and manage customer information on the go.
• Tracks interactions and follow-ups, ensuring effective customer engagement.

3. Mobile Access and Offline Functionality

• Provides mobile apps that work even without an internet connection.
• Ensures reps can access essential data and update records from the field.

4. GPS Tracking and Check-ins

• Tracks reps' locations to monitor visits and field activities.
• Allows reps to check in at customer locations, verifying visits.

5. Order and Inventory Management

• Enables reps to take orders directly from the field.
• Tracks inventory levels and product availability in real-time.

6. Reporting and Analytics

• Provides insights on sales performance, visit frequency and territory coverage.
• Helps managers monitor field activities and make data-driven decisions.

7. Task and Schedule Management

• Organizes tasks, appointments and reminders for field reps.
• Ensures timely follow-ups and efficient scheduling of visits.

8. Integration with CRM and ERP Systems

• Syncs data with CRM, ERP and other business tools for seamless operations.
• Ensures consistent information across sales, marketing and support teams.

9. Expense Tracking

• Allows reps to log travel and other expenses while in the field.
• Simplifies reimbursement processes and ensures accurate expense reporting.

10. Collaboration and Communication

• Facilitates communication between field reps and managers.
• Enables sharing of real-time updates, customer insights and sales data.

Popular examples of field sales software include Badger Maps, Repsly and SalesRabbit. These tools can integrate with broader CRM systems like Salesforce and Zoho CRM to provide seamless access to customer data. Some tools have been mentioned below with pricing, pros, cons and their respective ratings below.

7. Badger Maps

Badger Maps is a field sales software that focuses on route optimization, territory management and customer relationship management (CRM) integration. It is designed specifically for sales reps who spend much of their time on the road visiting clients. Badger Maps helps these reps plan their routes, find new leads and manage customer data, all while increasing productivity and reducing time spent on the road.

Pricing:

• Free Trial: Offers a 7 day free trial.
• Business Plan: Starts at $69/month for 1 user when billed monthly.
• Enterprise Plan:Starts at $109/month for 1 user when billed monthly.

Pros:

• Improved Efficiency: Field reps can save time and fuel by optimizing their daily routes and minimizing unnecessary travel.
• Increased Sales Productivity: By visualizing customers and leads on a map, salespeople can prioritize high-potential clients and find new prospects easily.
• CRM Integration: The integration with popular CRMs ensures that customer data is updated in real time and remains centralized.
• Easy to Use: Badger Maps is known for its user-friendly interface and intuitive design, making it easy for reps to adopt the tool without extensive training.
• Real-Time Updates: Reps can track their progress, log visits and update data in real time, helping managers monitor performance and sales activity.

Cons:

• Limited CRM Functionality: While Badger Maps integrates with CRMs, it is not a full CRM system itself, so businesses may still need a separate CRM tool for deeper customer management.
• Pricing for Small Teams: Some smaller businesses may find the cost of Badger Maps relatively high, especially if they don't need all the advanced features.
• Limited Customization: While the tool is flexible, some users find that it lacks advanced customization options to fit specific business needs.
• Offline Functionality: Although the app works offline, certain features may be limited without an active internet connection.

Ratings:

• G2 Rating: 4.7/5
• Capterra Rating: 4.6/5

Ideal For:

Badger Maps is ideal for small to medium-sized businesses (SMBs) and larger enterprises with field sales teams, especially in industries like pharmaceuticals, food and beverage distribution, real estate and logistics. It improves efficiency, reduces travel time  and integrates with CRMs like Salesforce, making it suitable for both smaller teams and scalable for large organizations managing extensive field operations.

8. Repsly

Repsly is a field sales and retail execution software that is designed to help field sales teams manage and streamline their in-the-field activities. It’s used primarily by businesses in industries such as consumer packaged goods (CPG), retail and merchandising. Repsly offers tools to manage client interactions, track field team performance, execute store audits, monitor merchandising and gather real-time data from the field.

Pricing:

Repsly’s pricing model is generally based on the size of the team and the features needed. The plans are typically divided into tiers based on functionality:

• Free Trial: Offers a free trial version.
• Offers four types of plans- Essentials, Pro+, Premium and Enterprise. All plans are custom priced.

Pros:

• Designed for Retail Execution: Repsly is tailored for retail and merchandising industries, making it a powerful tool for field sales teams in those sectors.
• User-Friendly Interface: The app is intuitive and easy to use, reducing the learning curve for field reps and boosting adoption.
• Comprehensive Activity Tracking: Managers can easily monitor rep activities and performance, ensuring that goals and KPIs are met.
• Customizable Reports: Repsly offers customizable reporting tools, enabling businesses to gain insights specific to their needs.
• Real-Time Communication: Teams can communicate in real-time, ensuring everyone stays on the same page while executing in the field.
• Photo Documentation: The ability to take photos and share them with managers adds a level of accountability and quality assurance to retail and merchandising efforts.

Cons:

• Limited Integrations: Compared to some other field sales tools, Repsly has fewer integrations with external software, which may be a limitation for some businesses.
• Lack of Advanced CRM Features: While it has some CRM-like capabilities, Repsly is not a full-fledged CRM system, which means businesses may need additional tools for deeper customer relationship management.
• Higher Cost for Small Teams: The pricing structure can be high for small businesses, especially those with fewer reps or limited needs for advanced features.
• Offline Functionality: While the app supports offline mode, some users have noted limitations in functionality when disconnected from the internet.

Ratings:

• G2 Rating: 4.3/5
• Capterra Rating: 4.4/5

Repsly is highly valued by retail and merchandising teams for its mobile CRM capabilities, activity tracking and retail execution tools. It excels in helping businesses manage field teams and ensure successful in-store execution. However, its pricing and limited integrations may pose challenges for smaller teams or those needing advanced CRM functionality.

9. SalesRabbit

SalesRabbit is a field sales software designed primarily for outside sales teams, especially those working in door-to-door sales or in industries like solar, pest control, home security and real estate. SalesRabbit helps sales teams manage leads, optimise their sales routes, track their progress and close more deals while working in the field.

Pricing:

• Lite: Starts at $0/month for a single user with basic canvassing.
• Team: Starts at $195/month for 5 users when billed annually. Additional users cost $39/month.
• Pro: Starts at $245/month for 5 users when billed annually. Additional users cost $49/month.
• Enterprise: For larger teams or businesses with custom needs, pricing is available on request. It includes advanced features like territory management, custom integrations and dedicated support.

Pros:

• Specifically Designed for Field Sales: SalesRabbit’s features are tailored for industries that rely heavily on door-to-door sales and field canvassing, making it highly effective for such teams.
• Ease of Use: The platform is intuitive, with a clean, simple interface that field reps can easily adopt without extensive training.
• Offline Capability: SalesRabbit allows users to continue working even without an internet connection, ensuring that sales activities aren’t disrupted in remote areas.
• Improved Lead Tracking: The app offers powerful tools for tracking lead interactions, progress and customer follow-ups, which helps reps stay organized and close more deals.
• Team Collaboration: The ability for teams to communicate within the app ensures that sales reps can quickly update managers or other team members on their progress or challenges.
• Canvassing Tools: The app’s canvassing functionality allows teams to map and systematically cover areas, reducing missed opportunities and improving door-to-door sales efficiency.

Cons:

• Limited CRM Features: While it offers mobile CRM functionality, SalesRabbit is not a full-fledged CRM system and may lack advanced CRM features needed by some businesses. Integration with an external CRM may be necessary.
• Learning Curve for Advanced Features: Some users may find that while the basic features are easy to use, the more advanced tools and settings have a steeper learning curve.
• Pricing for Small Teams: For small businesses or those with fewer reps, the pricing might be high relative to their needs, especially if they don’t require all the advanced features.
• Limited Integrations: SalesRabbit offers fewer integrations compared to more comprehensive field sales tools, which could be a limitation for companies needing to sync with multiple third-party apps.

Ratings:

• G2 Rating: 4.5/5
• Capterra Rating: 4.2/5

Ideal For:

It’s particularly well-suited for managing territories, optimizing routes and improving lead tracking. SalesRabbit is ideal for SMBs and larger enterprises in industries like solar, pest control and real estate, relying on field sales or door-to-door sales. Its lead management, canvassing tools and mobile CRM make it suitable for both small teams and large sales forces needing efficient territory management and route optimization.

10. Geopointe

Geopointe is a field sales tool that integrates with Salesforce to provide location-based insights, route optimization and territory management. It helps sales teams visualize their Salesforce data on maps, optimize routes and improve territory coverage. Geopointe is ideal for sales teams who need to understand customer locations, plan routes efficiently and manage field activities using geographic insights.

Pricing:

• Free Trial: It offers a free trial version as well.
• Annual Plan: Starts at $74/month for 1 user when billed annually.
• Enterprise Plan: Pricing is available on request for larger teams and includes additional features such as advanced reporting, live tracking and priority support.

Pros:

• Seamless Salesforce Integration: Geopointe is built specifically for Salesforce users, making it easy to use within existing Salesforce workflows.
• Enhanced Route Planning: Field reps can optimize their routes, reducing time spent traveling and improving overall productivity.
• Territory Visualization: Managers can visualize territories and adjust them for better market coverage, ensuring reps are allocated areas strategically.
• Real-Time Location Tracking: Managers can monitor field activities in real-time, improving accountability and helping to adjust plans as needed.
• Customizable Maps: Sales teams can customize maps to fit their specific needs, such as filtering by account types, leads, or deal size.

Cons:

• Salesforce Dependency: Since Geopointe is deeply integrated with Salesforce, it's only beneficial for companies using Salesforce. It’s not a standalone CRM.
• Steep Learning Curve: Some users report that advanced features and customization options can be complex and require training to use effectively.
• Cost for Small Teams: The pricing structure may be expensive for small teams or businesses that don’t require all of its advanced features.
• Performance Lag: Users occasionally report performance issues or lag when using the platform with large datasets or complex maps.

Ratings:

• G2 Rating: 4.3/5
• Capterra Rating: 5/5

Ideal For:

Geopointe is a powerful field sales tool for businesses using Salesforce, offering excellent route optimization, territory management and real-time tracking. Geopointe is ideal for small to mid-sized businesses as well as large enterprises that need location-based insights and sales mapping. It suits companies with field sales teams or those looking to optimize territory management and route planning.

11. Map My Customers

Map My Customers is a field sales tool designed to help sales teams manage their territories, optimize routes and visualize customer data on a map. It enables field reps to efficiently plan visits, track sales activities and manage leads, all while integrating with popular CRMs like Salesforce and HubSpot. The tool is particularly useful for sales teams that operate in-person, focusing on maximizing the productivity of outside sales reps.

Pricing:

• Trial: Offers a 7 day free trial.
• Road Warrior: Starts at $60/month for 1 user when billed monthly.
• Mid-Market Sales: Starts at $70/month for 1 user when billed annually.
• Industry Leader: Starts at $90/month for 1 user when billed annually.
• Enterprise: Custom pricing option.

Pros:

• Improved Efficiency: Route optimization and lead mapping help sales reps save time on travel and increase productivity by focusing on high-value leads and nearby prospects.
• User-Friendly Interface: The platform is known for its intuitive interface, making it easy for both sales reps and managers to adopt without extensive training.
• Mobile-Friendly: Designed with field reps in mind, the mobile app ensures reps can access customer information, log activities and update records from anywhere.
• Customizable Mapping: Users can customize maps by filtering leads, customers and opportunities based on factors like deal size, urgency, or industry.
• Integration with Major CRMs: Seamless integration with CRMs like Salesforce and HubSpot keeps customer data in sync, preventing duplicative work or lost information.

Cons:

• Limited CRM Functionality: While it integrates with CRMs, Map My Customers is not a full-fledged CRM system on its own, meaning users may still need a separate CRM tool for in-depth customer management.
• Pricing for Small Teams: The cost can be a bit high for smaller teams, particularly if they don’t need all of the advanced features or integrations offered by the platform.
• Performance with Large Data Sets: Some users report performance lags when dealing with large volumes of data or complex mapping tasks.
• Basic Reporting: While it offers reporting, some users find that it lacks the depth or customization they need compared to other sales tools focused on analytics.

Ratings:

• G2 Rating: 4.4/5
• Capterra Rating: 4.5/5

Ideal For:

Map My Customers is ideal for small to mid-sized businesses with field sales teams. It helps companies optimize sales routes, manage territories, and streamline customer interactions, making it especially useful for businesses that rely on outside sales and need efficient mapping solutions.

12. Salesforce Maps

Salesforce Maps (formerly known as MapAnything) is a field sales tool designed to help sales teams manage territories, optimize routes and visualize customer data geographically. Integrated directly into Salesforce, it allows field sales reps to plan their schedules, track activities and access key customer insights while in the field. It is particularly beneficial for businesses with large field teams that rely on effective territory management and location-based sales strategies.

Pricing:

• Salesforce Maps: Starts at $75/month for 1 user when billed annually. 
• Salesforce Maps Advanced:  Starts at $125/month for 1 user when billed annually.

Pros:

• Seamless Salesforce Integration: Built directly into Salesforce, it offers a seamless experience for teams already using Salesforce CRM, with no need for third-party tools.
• Powerful Territory and Route Management: Its territory mapping and route optimization tools improve efficiency and ensure balanced territory coverage.
• Real-Time Insights: The ability to track field reps in real-time gives managers visibility into rep activities, helping them make data-driven decisions.
• Increased Productivity: Field sales reps can optimize their routes and maximize daily visits, reducing downtime and improving sales efficiency.
• Customizable Mapping: Users can filter data and create custom maps based on key factors like deal size, lead type, or industry, providing actionable insights.

Cons:

• Salesforce Dependency: Salesforce Maps only works within the Salesforce ecosystem, so businesses not using Salesforce cannot use the tool.
• Complexity for Small Teams: While robust, it may be overly complex for small teams or businesses that don’t need all the advanced features.
• Learning Curve: Due to its depth and wide range of functionalities, it can be challenging for users unfamiliar with Salesforce, requiring training and time to master.
• Cost: The pricing for Salesforce Maps can be high, especially for small or medium-sized businesses, since it adds on to existing Salesforce costs.
• Performance with Large Datasets: In some cases, performance lags may occur when handling large amounts of data or complex mapping tasks.

Ratings:

• G2 Rating: 4.3/5
• Capterra Rating: 4.5/5

Ideal For:

Salesforce Maps is a powerful field sales tool designed for teams already using Salesforce. Salesforce Maps is ideal for mid-sized to large enterprises with field sales teams. It is designed for companies that need advanced territory management, route optimization, and location-based insights, making it suitable for businesses with complex sales operations across various regions. However, its dependency on Salesforce and relatively high cost may not be ideal for smaller businesses or those looking for simpler solutions.

3. Analytics and Reporting Tools

Sales analytics and reporting tools are software solutions that help sales teams analyze data, monitor performance and gain insights into their sales processes. These tools enable businesses to track key sales metrics, identify trends, forecast revenue and make data-driven decisions to improve sales strategies. They gather data from various sources, such as CRM systems, spreadsheets and marketing platforms and present it in a clear, visual format through dashboards and reports.

Key Features:

1. Data Integration

• Connects to multiple data sources, including CRM, ERPand marketing platforms.
• Consolidates sales data for a unified view of performance metrics.

2. Customizable Dashboards

• Allows users to build interactive dashboards tailored to specific sales metrics.
• Provides a visual overview of key performance indicators (KPIs) in real time.

3. Sales Forecasting

• Analyses historical data to predict future sales trends and revenue.
• Helps set realistic targets and plan strategies based on data-driven insights.

4. Performance Tracking

• Monitors individual and team performance against sales goals.
• Identifies top performers and areas needing improvement.

5. Reporting and Data Visualization

• Generates detailed reports on sales activities, revenue and customer behavior.
• Uses charts, graphs and other visuals to simplify data interpretation.

6. Real-Time Analytics

• Provides up-to-date insights by continually syncing with data sources.
• Enables quick decision-making based on current sales performance.

7. Trend Analysis

• Identifies patterns and trends in sales data over time.
• Helps businesses understand customer behavior and seasonal sales cycles.

8. Lead and Opportunity Analysis

• Tracks lead conversion rates and the effectiveness of sales strategies.
• Provides insights into sales funnel stages and opportunity win rates.

9. Automated Reporting

• Schedules and automates report generation, reducing manual work.
• Distributes reports to relevant team members for regular updates.

10. Integration with Business Intelligence Tools

• Syncs with other BI tools to enhance data analysis and visualization.
• Ensures seamless data flow across various sales, marketing and finance platforms.

Here are some tools with their pricing, pros, cons and ratings mentioned below:

Here is an exhaustive list of best sales analytics tools.

13. Clari

Clari is a sales analytics and forecasting tool that helps sales teams improve their revenue operations by providing real-time insights, predictive analytics and AI-powered forecasts. It integrates with CRM systems and other data sources to offer a comprehensive view of the sales pipeline, deal health and sales performance. Clari is particularly beneficial for sales leaders and teams looking to improve forecasting accuracy, streamline sales processes and make data-driven decisions.

Pricing:

Clari follows a subscription-based pricing model and pricing is typically customized based on the size of the organization and the features required. It generally offers the four types of plans called Out-of-the-box, RevAI, RevDB and Expert Support.

Pros:

• Accurate Forecasting: Clari’s AI-driven forecasts help improve accuracy by analyzing patterns and historical data, making it easier to set realistic sales goals.
• Real-Time Pipeline Visibility: Gives a clear view of the sales pipeline, allowing sales teams to act quickly on deals that need attention.
• Integration with CRMs: Seamlessly syncs with popular CRM platforms, reducing the need for manual data entry and ensuring all information is up-to-date.
• Proactive Deal Management: Helps sales reps identify at-risk deals and take necessary actions to keep deals moving forward.
• User-Friendly Interface: The platform is intuitive, making it easy for sales teams to navigate and extract valuable insights without needing extensive training.

Cons:

• Cost: Clari can be expensive for small to medium-sized businesses, especially if they have limited budgets for sales tools.
• Learning Curve: Although user-friendly, the tool has advanced features that might require some time and training for teams to fully utilize.
• Dependence on Data Quality: The accuracy of Clari’s insights and forecasts relies on the quality of data input from CRM systems, meaning poor data hygiene can affect results.
• Limited Functionality for Smaller Teams: Some of the advanced features may be more suited to larger sales teams and enterprises, offering more functionality than smaller teams might need.

Ratings:

• G2 Rating: 4.6/5
• Capterra Rating: 4.5/5

Ideal For:

Clari is ideal for mid-sized to large enterprises focused on sales performance and revenue optimization. It is particularly beneficial for companies with complex sales processes that need real-time insights, pipeline management, and forecasting to drive revenue growth. However, the cost and complexity might be a barrier for smaller businesses or those without sophisticated data management practices.

14. Tableau

Tableau is a leading data visualization and business intelligence (BI) tool that helps sales teams analyze and visualize data, uncover insights and make data-driven decisions. It connects to various data sources, including CRM systems, databases and spreadsheets, allowing sales teams to create interactive dashboards and reports. Tableau is known for its intuitive drag-and-drop interface, making it easy for users to create complex visualizations without needing advanced technical skills.

Pricing:

Tableau offers several pricing tiers depending on user roles and deployment methods. It offers custom pricing for all available options.Tableau also offers free trials, allowing users to explore the platform’s features before committing.

Pros:

• Intuitive and User-Friendly: The drag-and-drop interface makes it easy for users to create visualizations, even without technical knowledge.
• Powerful Data Integration: Connects to a wide range of data sources, making it easier to bring together all relevant sales data into a single platform.
• Scalable: Suitable for teams of all sizes, from small businesses to large enterprises, with the ability to handle vast amounts of data.
• Customizable Dashboards: Sales teams can create custom dashboards that highlight key performance indicators (KPIs) and metrics relevant to their specific needs.
• Advanced Analytics: Features like trend analysis, forecasting and predictive analytics provide deeper insights into sales performance.
• Collaboration-Friendly: Easy to share visualizations and insights across teams, enabling better collaboration and more informed decision-making.

Cons:

• Cost: Tableau can be expensive, especially for smaller businesses, as it requires licensing for each user and additional costs for data management and server solutions.
• Complexity for Beginners: While the basic features are user-friendly, advanced functionalities may require training and expertise to fully leverage.
• Data Preparation: Requires clean and well-structured data to function effectively, which can be challenging for teams without a dedicated data management process.
• Limited Advanced Analytics: Although Tableau offers forecasting, it may not be as robust as specialized predictive analytics tools for in-depth statistical analysis.
• Performance Issues with Large Datasets: Handling very large datasets can sometimes lead to performance lags, particularly if the underlying data architecture isn't optimized.

Ratings:

• G2 Rating: 4.4/5
• Capterra Rating: 4.5/5

Ideal For:

Tableau is ideal for businesses of all sizes, from small startups to large enterprises. It suits companies that need powerful data visualization and analytics to make data-driven decisions, offering scalability and flexibility for a range of industries and complex data environments.Its intuitive interface, robust data integration and customizable dashboards make it suitable for teams of all sizes, from small businesses to large enterprises. However, its cost and complexity may be challenging for smaller organizations or those without dedicated data analysts.

15. Domo

Domo is a cloud-based business intelligence (BI) and sales analytics tool designed to help organizations visualize data, create reports and gain insights in real-time. It integrates with various data sources, enabling sales teams to consolidate data, track performance metrics and make data-driven decisions. Domo’s platform provides a wide range of visualizations, dashboards and data management features, making it a versatile solution for sales reporting and analytics.

Pricing:

• Trial Plan: It offers a free trial plan for 30 days with unlimited users.
• Custom Plans: It offers three types of custom plans named standard, enterprise and business critical.

Pros:

• Strong Data Integration: Connects to a wide array of data sources, making it easier to consolidate sales data from multiple platforms.
• User-Friendly Interface: The intuitive drag-and-drop interface makes it easy for users to build dashboards and create visualizations, even without technical expertise.
• Real-Time Insights: Offers real-time data updates, ensuring that sales teams have the most current information available.
• Scalability: Suitable for businesses of all sizes, from small startups to large enterprises, due to its flexible and scalable architecture.
• Collaboration: The platform makes it easy for teams to share insights, comment on data and collaborate on strategies, improving overall sales alignment.

Cons:

• Cost: Domo can be expensive, especially for smaller businesses or organizations with tight budgets. The pricing may increase significantly as more users or features are added.
• Learning Curve: While the interface is user-friendly, there are advanced features that may require training and time to fully understand and utilize.
• Performance Issues with Large Data Sets: Handling very large and complex data sets can sometimes lead to slower performance, particularly if the data sources aren’t optimized.
• Customization Limitations: Although Domo offers a wide range of features, some users may find the customization options for visualizations limited compared to other advanced BI tools.
• Dependence on Internet Connectivity: Being a cloud-based solution, users need a reliable internet connection to access Domo’s features, which might be a limitation for some remote teams.

Ratings:

• G2 Rating: 4.4/5
• Capterra Rating: 4.3/5

Ideal For:

Domo is ideal for mid-sized to large enterprises that require comprehensive business intelligence and data visualization solutions. It is particularly suited for organizations looking to integrate various data sources and gain real-time insights to drive decision-making across multiple departments.However, Domo can be costly and may require a learning curve, particularly for smaller businesses or teams new to BI tools.

16. Zoho Analytics

Zoho Analytics is a cloud-based business intelligence (BI) and data analytics tool that helps sales teams analyze data, create reports and gain insights into sales performance. Part of the Zoho suite, it integrates seamlessly with Zoho CRM and other data sources, allowing businesses to track key sales metrics, forecast trends and make data-driven decisions. With its intuitive drag-and-drop interface, users can create custom dashboards and visualizations to monitor sales activities and performance effectively.

Pricing:

• Free Trial: It offers a 15 day free trial option.
• Basic Plan: $30/month for 2 users when billed monthly.
• Standard Plan: $60/month for 5 users when billed monthly.
• Premium Plan: $145/month  for 15 users when billed monthly.
• Enterprise Plan: $575/month  for 50 users when billed monthly.
• Custom Plan: It offers a custom plan catered to your needs and requirements.

Pros:

• Seamless Integration with Zoho Ecosystem: Works well with other Zoho products, especially Zoho CRM, providing a comprehensive solution for businesses already using the Zoho suite.
• Easy to Use: The drag-and-drop interface and pre-built templates make it easy for users to build custom dashboards and reports.
• Cost-Effective: Compared to other BI tools, Zoho Analytics offers competitive pricing, making it an attractive option for small to medium-sized businesses.
• Advanced Analytics: Supports data blending, SQL querying and predictive analytics, allowing for in-depth data analysis.
• Scalable: Suitable for businesses of all sizes, from startups to large enterprises and can scale as business needs grow.

Cons:

• Limited Advanced Features: While it offers a robust set of features, it may not be as advanced as other enterprise-level BI tools like Tableau or Power BI in terms of data manipulation and customization.
• Learning Curve for Advanced Users: Beginners can quickly get started, but more complex features (like SQL querying) might require some training.
• Performance Issues with Large Datasets: Handling very large datasets can sometimes lead to slower performance, especially if the data isn't well-optimized.
• Customization Limitations: Some users may find certain limitations in customizing reports and dashboards, especially if they have more specific requirements.
• Integration Limitations: While it integrates with many apps, some integrations might not be as deep or seamless as needed, requiring manual adjustments.

Ratings:

• G2 Rating: 4.3/5
• Capterra Rating: 4.4/5

Ideal For:

Zoho Analytics is ideal for small to mid-sized businesses and large enterprises seeking affordable and scalable business intelligence solutions. It caters to organizations that need robust data visualization and reporting capabilities, making it suitable for various industries looking to make data-driven decisions. While it may not have the same level of advanced features as some enterprise-level BI tools, it is user-friendly, scalable and offers good value for money, making it ideal for small to medium-sized businesses seeking an accessible sales analytics solution.

17. Sisense

Sisense is a powerful business intelligence (BI) and analytics platform that enables sales teams to visualize, analyze and report on data. Designed to handle complex datasets, Sisense allows businesses to create interactive dashboards, custom reports and data visualizations, providing insights that help drive sales strategy. It integrates with various data sources, from CRMs to databases and cloud services, offering a comprehensive view of sales performance, pipeline management and revenue forecasting.

Pricing:

Sisense does not publicly list its pricing on the website, as it follows a custom pricing model. Costs vary based on factors such as the number of users, data sources and specific business needs.

Prospective customers can request free trials to understand how Sisense works and how it can benefit their business.

Pros:

• Robust Data Handling: Can manage and analyze large datasets efficiently, making it ideal for companies with complex data needs.
• Easy-to-Use Interface: The drag-and-drop functionality simplifies the process of building dashboards and reports, allowing non-technical users to create visualizations.
• Highly Customizable: Users can tailor dashboards, reports and metrics to fit their specific business needs, offering flexibility across different sales teams.
• Advanced Data Processing: Sisense’s in-chip technology speeds up data processing, which helps when analyzing large volumes of sales data.
• Embedded Analytics: Businesses can integrate Sisense analytics into their own applications, enhancing customer-facing tools and internal platforms.
• Real-Time Reporting: Continuous data synchronization ensures that reports and dashboards reflect the most current sales data, which is crucial for making timely decisions.

Cons:

• Cost: Sisense can be expensive, particularly for smaller businesses or teams with limited budgets. The cost may increase significantly depending on the number of users and data integration needs.
• Learning Curve: Although the basic features are user-friendly, mastering the more advanced functionalities may require time and training, especially for those new to BI tools.
• Performance with Extremely Large Datasets: While Sisense is designed to handle large data, some users may experience performance issues if datasets are extremely complex and not optimized.
• Customization Requires Technical Skills: Although it offers a drag-and-drop interface, more complex customizations may require coding or technical expertise.
• Limited Mobile Experience: The mobile app, while functional, may not provide the same level of experience or capabilities as the desktop version, which can limit accessibility for on-the-go sales teams.

Ratings:

• G2 Rating: 4.2/5
• Capterra Rating: 4.5/5

Ideal For:

Sisense is ideal for mid-sized to large enterprises that require advanced analytics and business intelligence solutions. It is particularly suited for organizations looking to integrate complex data from multiple sources and gain deep insights through powerful data visualization and reporting capabilities. Although it can be costly and may require a learning curve for advanced features, its scalability, real-time reporting and robust customization options make it ideal for medium to large enterprises.

4. Project Management Tools

Project management tools in sales are software solutions designed to help sales teams plan, organize and manage their tasks, projects and processes efficiently. These tools ensure that sales-related activities, such as lead management, customer follow-ups, sales campaigns and product launches, are executed smoothly and on time.

They provide a centralized platform for collaboration, tracking and reporting, which helps improve productivity and coordination within sales teams.

Also read: Best Sales Prospecting Tools to Find the Right Prospect

Key Features:

1. Task and Workflow Management

• Organizes sales tasks, from lead follow-ups to contract negotiations, in a structured manner.
• Allows teams to set priorities, assign tasks and track progress to ensure smooth workflow.

2. Project Planning and Scheduling

• Helps in planning sales campaigns, product launches and other sales projects.
• Provides tools for setting deadlines, milestones and timelines to keep projects on track.

3. Collaboration and Communication

• Facilitates communication between sales teams, marketing and other departments.
• Allows sharing of updates, filesand feedback within the platform for better collaboration.

4. Progress Tracking and Monitoring

• Tracks the status of sales projects, ensuring timely completion of tasks.
• Provides visual tools like Gantt charts and Kanban boards to monitor project progress.

5. Resource Allocation

• Manages the allocation of resources, such as sales personnel, budgets and tools.
• Ensures optimal use of resources by tracking availability and workload.

6. Time Tracking

• Tracks the time spent on tasks and projects, helping teams manage their time effectively.
• Provides insights into how time is allocated across different sales activities.

7. Reporting and Analytics

• Generates reports on project performance, timelines and team productivity.
• Helps identify bottlenecks, optimize processes and improve future sales projects.

8. Integration with Sales and CRM Tools

• Syncs with CRM, ERPand other sales tools for seamless data flow.
• Ensures that project updates, client information and sales data are accessible across platforms.

9. Automated Notifications and Reminders

• Sends alerts and reminders for upcoming deadlines, meetings and follow-ups.
• Keeps the team informed about important tasks and project updates.

10. Customization and Scalability

• Allows customization of workflows, templates and project boards to fit specific sales processes.
• Scales with the business, accommodating larger teams and more complex projects as needed.

18. Asana

Asana is a versatile project management tool that can effectively be used by sales teams to manage projects, sales campaigns, pipeline activities and more. It helps teams streamline their workflows, keep track of tasks and ensure that all sales-related activities are on schedule. Its intuitive interface and robust features make it suitable for both small and large sales teams.

Pricing:

• Free for basic or personal usage.
• Starter: $8.50/month for 1 user when billed monthly.
• Advanced: $19.21/month for 1 user when billed monthly.
• Enterprise: Custom Pricing.

Pros:

• User-friendly interface: Asana’s intuitive design makes it easy for teams to navigate and set up projects without extensive training.
• Strong task management: Allows for assigning tasks, setting deadlines and tracking progress, ensuring that everyone knows their responsibilities and timelines.
• Templates for sales campaigns: Offers pre-built templates tailored for sales activities, simplifying project initiation and organization.

Cons:

• Limited functionality in the free version: The free plan lacks advanced features like reporting and timelines, which may limit its effectiveness for larger teams.
• Can be overwhelming for beginners: The variety of features available may confuse new users, especially those unfamiliar with project management tools.

Ratings:

• G2 Rating: 4.4/5
• Capterra Rating: 4.5/5

Ideal For:

Asana is ideal for small to medium-sized businesses, marketing and sales teams, tech companies and nonprofits. It suits industries that need to manage multiple projects, coordinate tasks and improve team collaboration. Its user-friendly interface, customizable features and integrations make it effective for organizing workflows and enhancing productivity.

19. Monday.com

Monday.com is a flexible project management platform that can be customized to fit the needs of sales teams. It allows teams to manage sales pipelines, track leads, organize campaigns and collaborate effectively. With its visual and intuitive interface, sales teams can streamline their workflows, monitor progress and make data-driven decisions.

Pricing:

• Free Plan: It offers a free usage for 2 users.
• Basic: $12/month for 1 user when billed monthly.
• Standard: $14/month for 1 user when billed monthly.
• Pro: $24/month for 1 user when billed monthly.
• Enterprise: Custom pricing.

Pros:

• Highly customizable: Users can tailor workflows and dashboards to fit their specific sales processes, providing flexibility for diverse team needs.
• Easy integration: Integrates seamlessly with CRM systems, email platforms and other tools, enhancing collaboration and data flow across platforms.
• Visual tools: Offers visual management features like Kanban boards, Gantt charts and timelines, making it easy to track project progress and deadlines.

Cons:

• Can be expensive: The cost can add up for larger teams, especially if premium features are needed, which may deter small businesses.
• Steep learning curve: New users may find it challenging to navigate the platform due to its many features and customization options.

Ratings:

• G2 Rating: 4.7/5
• Capterra Rating: 4.6/5

Ideal For:

Monday.com is ideal for a variety of industries, including small to large businesses, marketing and creative agencies, tech companies and project-driven teams across sectors. Its flexibility and customization make it suitable for teams managing complex projects, sales pipelines, or marketing campaigns. It’s especially effective for organizations that need visual project management, seamless integration and the ability to tailor workflows to fit their specific processes.

20. ClickUp

ClickUp is a versatile project management platform that can be effectively used by sales teams to manage leads, organize sales campaigns, track pipelines and collaborate across teams. Its customizable workflows, task management and automation features make it suitable for managing complex sales processes and ensuring projects run smoothly.

Pricing:

• Free Plan: It offers a free plan for basic usage.
• Unlimited: $10/month for 1 user when billed monthly.
• Business: $19/month for 1 user when billed monthly.
• Enterprise: Custom pricing.

Pros:

• All-in-one platform: Combines task management, time tracking and goal setting in one interface, reducing the need for multiple tools.
• Highly customizable: Users can create tailored workflows and dashboards, allowing for flexibility in managing sales projects.
• Affordable pricing: Offers a wide range of features at competitive prices, making it a viable option for small to medium-sized teams.

Cons:

• Feature-heavy: The abundance of features can overwhelm new users and may lead to confusion regarding which functionalities to utilize.
• Occasional glitches reported: Some users have noted occasional bugs and performance issues, particularly with the mobile app.

Ratings:

• G2 Rating: 4.7/5
• Capterra Rating: 4.6/5

Ideal For:

ClickUp is ideal for small to medium-sized businesses, marketing and sales teams, tech companies and project-driven organizations across various industries. It suits teams that need a flexible, all-in-one platform to manage tasks, track projects and streamline workflows. Its affordability and customization make it particularly effective for companies looking to consolidate multiple project management and sales tools into a single, cohesive system.

21. GanttPRO

GanttPRO is a project management tool that uses Gantt charts to help sales teams plan, track and manage projects efficiently. It enables sales teams to organize tasks, set deadlines and visualize the entire sales process on a timeline. Its straightforward interface and robust features make it ideal for managing sales campaigns, tracking leads and coordinating team activities.

Pricing:

• Free Plan: It offers a 14 day free trial with premium features.
• Basic: $9.99/month for 1 user when billed monthly. (minimum of 5 users) 
• PRO: $15.99/month for 1 user when billed monthly. (minimum of 5 users) 
• Business:  $24.99/month for 1 user when billed monthly. (minimum of 5 users) 
• Enterprise Plan: Custom pricing. 

Pros:

• Intuitive Gantt Chart Visualization: Provides a clear and straightforward visual representation of sales projects, making it easy to track tasks, dependencies and timelines.
• Easy to Use and Onboard: The platform is user-friendly, allowing teams to quickly get started without extensive training, which is beneficial for sales teams new to project management tools.
• Affordable Pricing for Small Teams: GanttPRO offers competitive pricing that is accessible for smaller sales teams or startups looking for effective project management solutions.

Cons:

• Limited Customization Beyond Gantt Charts: Primarily focused on Gantt charts, which may not be ideal for teams that need other project views, such as Kanban boards or lists.
• Fewer Integration Options: Compared to other project management tools, GanttPRO has fewer integrations, which may limit workflow automation for teams relying on multiple software solutions.

Ratings:

• G2 Rating: 4.8/5
• Capterra Rating: 4.8/5

Ideal for:

GanttPRO is ideal for small to medium-sized sales teams that prioritize detailed planning and clear timeline visualization. It is best suited for teams looking for a straightforward, easy-to-use tool to manage sales projects and campaigns, especially those who prefer working with Gantt charts for project management.

22. Trello

Trello is a visual project management tool that utilizes boards, lists and cards to help sales teams manage tasks, track leads and coordinate activities efficiently. Its intuitive interface and flexibility make it an effective choice for organizing sales processes and collaborating within teams.

Pricing:

• Free for basic usage for a team.
• Standard: $6/month for 1 user if billed monthly.
• Premium: $12.50/month for 1 user if billed monthly.
• Enterprise: Starting at $17.50/month for 1 user. (billed annually & minimum of 50 users).

Pros:

• Simple and visual task management: Uses boards, lists and cards to provide a clear overview of tasks and project status, making it ideal for straightforward sales processes.
• Minimal learning curve: The straightforward design allows users to get started quickly without extensive training.
• Flexibility and integrations: Trello can easily integrate with other tools, enhancing its functionality and adaptability to various workflows.

Cons:

• Limited features for complex project management: Best suited for basic task tracking; may lack necessary features for managing larger projects effectively.
• Advanced features require paid versions: Reporting and automation features are only available in paid plans, which may limit its effectiveness for teams on a budget.

Ratings:

• G2 Rating: 4.4/5
• Capterra Rating: 4.5/5

Ideal For:

Trello is ideal for small to medium-sized businesses, marketing and sales teams, agile software development teams and freelancers. Its visual organization and simplicity make it perfect for managing tasks, projects and workflows without overwhelming features. Trello is particularly effective for teams needing a flexible tool for collaboration and task management.

23. Wrike

Wrike is a comprehensive project management software that provides tools for sales teams to plan, track and collaborate on projects effectively. Its features are designed to enhance visibility, streamline communication and ensure that sales processes run smoothly, making it a valuable asset for managing sales initiatives and improving team productivity.

Pricing:

• Free for basic usage.
• Trial: It also offers a 14 day free trial for other plans.
• Team: $10/month for 1 user
• Business: $24.80 per user/month (billed annually).
• Enterprise & Pinnacle: Custom pricing.

Pros:

• Advanced project management features: Includes task dependencies, workload management and time tracking, making it suitable for complex sales projects.
• Strong reporting capabilities: Provides in-depth reporting and analytics tools, allowing managers to track team performance and project outcomes effectively.
• Integration with CRM tools: Works well with CRM platforms like Salesforce, enhancing data consistency and workflow efficiency.

Cons:

• More suited for larger teams: The advanced features may be overwhelming or unnecessary for smaller teams, making it less ideal for them.
• Higher pricing plans: The cost can be a concern for smaller businesses or startups, especially when accessing premium features.

Ratings:

• G2 Rating : 4.2/5
• Capterra Rating: 4.3/5

Ideal for:

Wrike is ideal for medium to large-sized businesses, particularly in sales, marketing, product development and consulting. Its robust project management features make it well-suited for teams that need to manage complex workflows, enhance collaboration and gain visibility into project progress. Wrike is especially beneficial for organizations looking for a comprehensive tool to streamline their project management processes.

24. Zoho Projects

Zoho Projects is a cloud-based project management tool designed to help sales teams plan, execute and monitor projects effectively. It offers various features that streamline task management, enhance collaboration and improve productivity, making it suitable for managing sales initiatives and tracking progress.

Pricing:

• Free for up to 3 users.
• Free Trial: It offers a 10 day free trial for both plans.
• Premium: $5/month for 1 user when billed monthly.
• Enterprise: $10/month for 1 user when billed monthly.

Pros:

• Cost-effective: Provides a robust set of features at competitive prices, making it an excellent option for smaller sales teams or startups.
• Integration with Zoho CRM: Seamlessly integrates with Zoho CRM and other Zoho applications, allowing for streamlined workflows and data consistency.
• Time tracking and reporting: Offers built-in time tracking and reporting features, enhancing project management capabilities.

Cons:

• Limited advanced features: May not be suitable for complex project management needs, as it lacks some of the functionalities offered by more comprehensive tools.
• User interface can be less intuitive: The layout and navigation may not be as user-friendly as other options, potentially requiring some adjustment for new users.

Ratings:

• G2 Rating: 4.3/5
• Capterra Rating: 4.4/5

Ideal For:

Zoho Projects is ideal for small to medium-sized businesses, particularly sales and marketing teams, seeking an affordable project management solution. Its features enable effective task management, collaboration and performance tracking, making it suitable for teams that work remotely or across different locations. Overall, it helps enhance productivity and streamline workflows efficiently.

Did We Miss Any Names?

If we missed anything, feel free to reach out and tell us which sales productivity tool you prefer, along with its pros and cons, and we will update the list.

In the meantime, if you need help with building your prospect list, try Skrapp to reach out to the right people. You can use our LinkedIn finder extension, People Search, to comb through our database, and finally, verify the email addresses to avoid sending them to the deactivated accounts.