7 Best Sales Pipeline Software for Top Sellers 2021

Check out our independent editorial review of the best sales pipeline software, along with the primary use case of each one.

Sales pipeline software are CRMs that offer visual, customizable pipelines to help salespeople manage leads, opportunities, and customer relationships, as well as store contact and deal data. The best pipeline software also provide sales forecasting and analytics tools, mobile apps, and workflow automations. To help you choose the right one for you, we’ve developed our list of the best pipeline software available, including an overall winner.

Here are the seven best sales pipeline software for salespeople:

  • Zoho CRM (Overall Winner): Best for custom pipeline fields (free starting price)
  • Freshsales: Best for AI powered sales pipelines ($29 starting price)
  • Pipedrive: Best software for a highly visual pipeline ($12.50 starting price)
  • Salesmate: Best for pipeline task management ($12 starting price)
  • Pipeliner CRM: Best for intuitive sales dashboards ($25 starting price)
  • Insightly: Best sales pipeline software for project management (free starting price)
  • HubSpot CRM: Best free option with premium upgrades (free starting price)

How We Evaluated the Best Sales Pipeline Software

Because salespeople use pipeline software to manage their sales process, we evaluated the best CRM software based on the core features offered. We also looked at each one’s price and ease of use to ensure they’re affordable and simple enough for the team to use. Advanced features and customization were key components of our review for businesses that have more complicated processes that require personalization. Finally, customer service rounded out our evaluation.

Evaluation Criteria

In our evaluation, we gave scores on these six weighted criteria. The software that scored the highest total points was designated our overall winner and best value for features offered.

Pricing:
25%
General Features:
25%
Ease of Use:
20%
Advanced Features:
15%
Customization:
10%
Customer Service:
5%

Note: All per-user prices are with a one-year commitment unless noted.

Even though certain software options scored the most points in a single category, we found that Zoho CRM performed the best for overall value for those looking for sales pipeline softwareSee below to learn more about each option’s pricing, features, and scores.

Zoho CRM: Best for Custom Pipeline Fields

Zoho CRM allows for customized pipelines so salespeople can create an organized sales process to close deals faster.

Price Range: Free to $52 per user, per month (15- to 30-day free trial)

Overall Rating star-fullstar-fullstar-fullstar-full Pricing star-fullstar-fullstar-fullstar-full General Features star-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-fullstar-fullstar-fullstar-full Advanced Features star-fullstar-fullstar-fullstar-fullstar-full Customization star-fullstar-fullstar-fullstar-full Customer Service star-fullstar-fullstar-fullstar-fullstar-full

Pros:

  • Has a free forever plan
  • Highly customizable, multiple pipelines
  • Useful customer insights provided

Cons:

  • AI is limited
  • Workflow automations in higher tiers
  • Customer support often slow

Zoho CRM is sales pipeline software known for its multichannel marketing features that allow businesses to attract and engage with leads through websites, email, and social media. It really shines in its customizable fields, which capture specific customer information, store purchase history, and trigger activities based on a customer’s actions. Zoho CRM works well for niche businesses that want to capture industry-critical data to help nurture their leads.

Zoho CRM Pricing

  • Free Forever: Support for 3 users
  • Standard: $14 per user, per month
  • Professional: $23 per user, per month
  • Enterprise: $40 per user, per month
  • Ultimate: $52 per user, per month
  • Free Trial: 15 days; 30 days for Ultimate tier

Zoho CRM Key Features

  • Pipeline Customization: Custom fields pull tailored customer information into pipelines for easy deal management.
  • Lead Management: Segments customer lists and manages follow-ups to ensure all steps to close are taken.
  • Analytics: Turns sales performance data into insights salespeople can use to focus on high-priority deals.
  • Task Management: Create tasks and notes, track conversations, and view history for better sales performance.
  • Custom Views and Filters: Advanced filters and timeline views allow salespeople to focus on vital statistics and information about each customer.

Zoho CRM Sales Pipeline Software

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Freshsales: Best AI Powered Sales Pipelines

Freshsales uses powerful AI to help businesses gain deep customer insights as deals progress through the sales process.

Price Range: Free to $69 per user, per month (21-day free trial)

Overall Rating star-fullstar-fullstar-fullstar-full Pricing star-fullstar-fullstar-fullstar-fullstar-full General Features star-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-fullstar-fullstar-fullstar-full Advanced Features star-fullstar-fullstar-fullstar-fullstar-full Customization star-fullstar-fullstar-fullstar-full Customer Service star-fullstar-fullstar-fullstar-fullstar-full

Pros:

  • Lowest tier offers many features
  • Phone, chat, and email support
  • Useful and insightful AI

Cons:

  • Business integrations lacking
  • Upgrade needed for contact storage
  • Reports available in higher tiers

Freshsales is well-known sales software that uses AI to help businesses nurture leads. As customers move through the pipeline, the AI assistant shows analytics into future revenue and automatically triggers follow-ups. The AI tool also auto-enriches records with publicly listed information to save time and help engagement. Freshsales is good for businesses with complex sales processes or long lead times that would benefit from AI sales automations.

Freshsales Pricing

  • Free Version: Support for unlimited users
  • Growth: $15 per user, per month
  • Pro: $39 per user, per month
  • Enterprise: $69 per user, per month
  • Free Trial: 21 days

Freshsales Key Features

  • AI Assistant: Breaks down the sales process into steps and provides rich insight into customers and future revenue.
  • Automated Workflows: Automate outreach to prospects and customers via email, phone, or text message.
  • Lead Management: Filter and export contacts easily and create drag-and-drop pipelines to view their journeys to customers.
  • Customer Support: Available 24 hours a day, 7 days a week by live chat or 5 days a week by phone.
  • Deal Management: Automatically converts qualified leads into deals and allows multiple salespeople to work the same deal.

Freshworks CRM Sales Pipeline Software

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Pipedrive: Best for a Highly Visual Pipeline

Pipedrive provides easy drag-and-drop pipeline views that show salespeople exactly where customers are in the sales process.

Price Range: $12.50 to $49.90 per user, per month (14-day free trial)

Overall Rating star-fullstar-fullstar-fullstar-full Pricing star-fullstar-fullstar-fullstar-full General Features star-fullstar-fullstar-full star-full Ease of Use star-fullstar-fullstar-fullstar-fullstar-full Advanced Features star-fullstar-fullstar-fullstar-fullstar-full Customization star-fullstar-fullstar-fullstar-full Customer Service star-fullstar-fullstar-fullstar-full

Pros:

  • Intuitive kanban-style pipeline
  • Workflows are deal-based
  • Syncs with email

Cons:

  • Can’t send email in bulk
  • Leads and contacts not separated
  • Reporting tools are cumbersome

Pipedrive is a kanban-style CRM with a highly visual pipeline that shows salespeople their sales process from beginning to end. It’s easy to use with little training; leads are managed by dragging and dropping contacts along the pipeline, which also show a full view of contacts along with your conversations and the sales activities you schedule. Pipedrive is a good fit for businesses that need a simple, visual pipeline CRM that their entire team can follow.

Pipedrive Cost

  • Essential: $12.50 per user, per month
  • Advanced: $24.90 per user, per month
  • Professional: $49.90 per user, per month
  • Free Trial: 14 days

Pipedrive Key Features

  • Sales Pipelines: Unlimited, customizable visual pipelines.
  • Deal Management: Track deals, value, win probability, and anticipated close date through pipeline stages.
  • Custom Fields: Capture and organize data through any field you specify.
  • Calendar and Email Sync: Integrates with Google, iCloud, and Microsoft Office.
  • Web Forms: Online form builder captures leads from web traffic.

Pipedrive Sales Pipeline Software

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Salesmate: Best for Task Management

Salesmate offers comprehensive views of customer records and tasks without changing screens.

Price Range: $12 to $40 per user, per month (12-day free trial)

Overall Rating star-fullstar-fullstar-full star-full Pricing star-fullstar-fullstar-fullstar-full General Features star-fullstar-fullstar-full star-full Ease of Use star-fullstar-fullstar-fullstar-full Advanced Features star-fullstar-fullstar-full star-full Customization star-fullstar-fullstar-fullstar-full Customer Service star-fullstar-fullstar-full star-full

Pros:

  • Very affordable
  • Good list of business integrations
  • Useful interface for sales

Cons:

  • No lead scoring
  • No webform builder
  • Limited scalability

Salesmate is sales CRM and automation software that allows salespeople to manage tasks and automate follow-ups inside a single pipeline screen. Users can create tasks, get alerts, make calls and send emails, and add notes, all without ever leaving the pipeline view. Because of this, Salesmate is good for those who like to set up tasks and notifications ahead of time, then execute those tasks quickly and simply, to move deals through the pipeline to close.

Salesmate Pricing

  • Starter: $12 per user, per month
  • Growth: $24 per user, per month
  • Boost: $40 per user, per month
  • Free Trial: 12 days

Salesmate Key Features

  • Quick Focused Views: Sales reps can see contact data and manage tasks inside the pipeline view.
  • Multiple Pipelines: Create all the pipelines you need to keep organized and move deals.
  • Drag-and-Drop Capability: Allows salespeople to move deals along the pipeline as tasks are completed.
  • Email Management: Salespeople are notified when their emails are opened for instant follow-up.
  • Task Management: Conversations are automatically linked to contact records and deals.

Salesmate Sales Pipeline Software

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Pipeliner CRM: Best for Easy Sales Dashboards

Pipeliner CRM offers an easy to understand dashboard that’s customizable and sales-focused for a great user experience.

Price Range: $25 to $115 per user, per month (14-day free trial)

Overall Rating star-fullstar-fullstar-full star-full Pricing star-fullstar-fullstar-fullstar-fullstar-full General Features star-fullstar-fullstar-full star-full Ease of Use star-fullstar-fullstar-fullstar-fullstar-full Advanced Features star-fullstar-fullstar-fullstar-fullstar-full Customization star-fullstar-fullstar-full star-full Customer Service star-fullstar-fullstar-full star-full

Pros:

  • Attractive sales-focused interface
  • Mobile app
  • Data auto enrichment

Cons:

  • Reports not customizable
  • Does not track activity
  • Does not distribute leads

Pipeliner CRM is a pipeline management tool that is sales-friendly with an intuitive dashboard that allows you to make decisions more quickly. Salespeople can focus on the well-organized interface and can even customize their personal views so they see only what they need. Reports can be easily generated from the dashboard in an instant, too. Pipeliner CRM works well for salespeople who prefer their pipelines to appear in a more familiar dashboard view.

Pipeliner CRM Pricing

  • Starter: $25 per user, per month
  • Business: $85 per user, per month
  • Enterprise: $115 per user, per month
  • Free Trial: 14 days

Pipeliner CRM Key Features

  • Intuitive Dashboard: Pipelines can be customized and viewed in a familiar easy-to-use dashboard.
  • Multiple Pipelines: Switch from one pipeline to another seamlessly.
  • Automations: Manage the sales process through automations you create without the need for coding.
  • Field and Form Customization: Capture the information you need with a comprehensive builder.
  • Email Sync: Integrates with email clients so emails can be read, sent, and stored directly in the CRM.

Pipeliner CRM Sales Pipeline Software

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Insightly: Best for Project Management

Insightly offers project management and pipeline management tools so the entire team can access updates and deliver on time.

Price Range: Free to $99 per user, per month

Overall Rating star-fullstar-fullstar-full star-full Pricing star-fullstar-fullstar-full star-full General Features star-fullstar-fullstar-full star-full Ease of Use star-fullstar-fullstar-fullstar-fullstar-full Advanced Features star-fullstar-fullstar-full star-full Customization star-fullstar-fullstar-full star-full Customer Service star-fullstar-fullstar-full star-full

Pros:

  • Straightforward project activity timelines
  • Many business integrations available
  • Useful custom fields

Cons:

  • No refunds in case of cancellation
  • Live customer support an add-on
  • Paid tiers unlock essential features

Insightly is a CRM platform that converts opportunities into projects. Its project management features track all metrics, milestones, and activities that move deals forward from prospect to close to on-time delivery. Insightly can also integrate with many popular third-party business applications to automate workflows and keep projects on schedule. It’s great for businesses that complete projects after a sale or that work on ongoing, detailed projects for their clients.

Insightly Pricing

  • Free Plan: Supports 2 users
  • Plus: $29 per user, per month
  • Professional: $49 per user, per month
  • Enterprise: $99 per user, per month

Insightly Key Features

  • Pipeline Management: View and customize pipelines, and automate the steps to close.
  • Project Management: Track activity and communication for any project.
  • Lead Management: Manage, track, qualify, and route leads for fast follow-up.
  • Email Marketing: Send custom/templated emails to targeted lists and track click rates.
  • Custom Dashboards: Configurable with drag-and-drop capability.

Insightly Sales Pipeline Software

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HubSpot CRM: Best Free Plan With Upgrades

HubSpot CRM offers a feature-packed free version of their platform that includes sales pipeline management software.

Price Range: Free to $1,200 per month (Sales Hub)

Overall Rating star-fullstar-fullstar-full star-full Pricing star-fullstar-fullstar-full star-full General Features star-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-fullstar-fullstar-fullstar-full Advanced Features star-fullstar-full star-fullstar-full Customization star-fullstar-fullstar-full star-full Customer Service star-fullstar-full star-fullstar-full

Pros:

  • Populates new deals with data
  • Customizable to match your process
  • Automatically logs sales activities

Cons:

  • Must pay for essential features
  • Reporting is limited
  • Customer support is add-on

HubSpot CRM is a cost-optional sales pipeline management software that centralizes contacts and deals. The free plan lets teams add deals to the pipeline from contact records and then autopopulates the deals with contact and deal information, eliminating the need for tedious manual data entry. Premium tiers are also available, making HubSpot CRM right for businesses looking for a free sales pipeline tool and CRM with the potential to upgrade later.

HubSpot CRM Pricing

  • Free Plan: Supports unlimited users
  • Sales Hub Starter: Starts at $45 per month for 2 users
  • Sales Hub Professional: Starts at $450 per month for 5 users
  • Sales Hub Enterprise: Starts at $1,200 for per month for 10+ users

HubSpot CRM Key Features

  • Pipeline Management: Click to add deals and manage tasks to keep the deal moving.
  • Lead Management: Automatically log sales activities inside contact records.
  • Email Marketing: Salespeople can send, track, and auto-log personalized emails from inside the platform.
  • Webforms: Build forms and banners to capture lead information from website visits.
  • Live Chatbots: Automate your connection to website visitors to capture lead information or provide support.

HubSpot CRM Sales Pipeline Software

Visit Hubspot CRM

Bottom Line: Best Sales Pipeline Software

The ability to view your sales pipeline will change the way you do business. It’s an important tool because it allows you to use data to determine how well your sales process is performing. And because a visual pipeline tracks sales activities, you can see what tasks are the most effective in getting a deal to close. Many CRMs include them as part of their suite of CRM features, but our list will help you find the one that will fit your needs and sales practices.

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