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Sales pipeline software are CRMs offering visual, customizable pipelines that help salespeople manage leads, opportunities, and customer relationships throughout the sales process. The top pipeline software also provide sales forecasting and analytics tools, basic marketing functionality, workflow automation, and more. To help you choose the right one, we’ve developed our list of the best pipeline software available, including an overall winner.
Here are the six best pipeline software for sellers and teams:
In our evaluation, we found that the overall best option is Zoho CRM, scoring the highest for core features, customization, and integrations while tying for cost. Check out how each software fared across all six categories below, including their primary use cases, pricing plans, and summary of features. To see how we assessed each option, jump down to our explanation.
Note: All per-user prices are with a one-year commitment unless noted.
The best sales pipeline software offer features such as:
Sales pipelines are visual representations of your sales process stages and where each lead is within them. Pipeline management tools help you track these stages and identify bottlenecks and opportunities to close more deals.
To determine the best CRM software for salespeople needing to track their pipelines, we divided our scoring into six major categories, each of which included several weighted subcriteria. We then assigned scores for each subcriteria, which totaled an overall score out of five, and the sales pipeline software scoring the highest was identified as our winner. Finally, we determined a primary use case for each option that scored highly enough to make it onto our list.
For our scoring, we put the most emphasis on each option’s cost and core features offered since these tend to be the most important aspects for salespeople when choosing a sales pipeline software. We then reviewed each option’s customization, ease of use, and integrations with third-party apps. We also looked at the level of customer support offered by each CRM to round out our evaluation.
We evaluated free trial periods, subscription plans, billing options, and features offered in a free plan when applicable.
We assessed each sales pipeline software’s core offerings, such as pipeline management, lead management, account management, workflow automation, and sales forecasting.
This covers the different customizations for sales pipelines, deal stages, milestones, reports, and dashboards.
We evaluated any knowledge bases offered and read user reviews covering whether the sales pipeline software is easy to use on sites like Capterra, G2, and TrustRadius.
We assessed the different integrations often used by salespeople including email, calendar, accounting, and social media.
We checked real user reviews on G2 and Capterra and looked at the types of customer support solutions offered, such as live chat, phone, and email.
The ability to view your sales pipeline will change the way you do business. A visual sales pipeline tracks sales activities and helps you identify tasks that are 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. If you’re specifically looking for software to help you analyze sales activities and deal stages, read our review of the best sales tracking software.
Jen is a Pittsburgh-based contributing writer for Selling Signals specializing in CRM software buyer's guides. As a freelancer, she also writes about hospitality and tourism sales, including sales and marketing tech and travel content. When she isn't on assignment, Jen catches up on her many newsletter subscriptions, watches no-code tutorials, and spends time with her family.
Selling Signals delivers actionable advice for sales and marketing professionals. Learn strategies that help you hit targets, strengthen customer relationships, and win more business. Get expert advice on lead generation, sales processes, CRM software, sales management, and account management directly to your inbox.
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