6 Best Sales Pipeline Software for People & Teams 2022

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 offering visual, customizable pipelines that help salespeople manage leads, opportunities, and customer relationships throughout the sales process. The best 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 sales pipeline software for salespeople and their primary use cases:

  • Zoho CRM: Best overall pipeline software & best marketing features (free starting price)
  • Freshsales: Easy-to-use pipeline software with robust sales features (free starting price)
  • Pipedrive: Visual sales pipeline software with add-on upgrades (14-day free trial)
  • HubSpot CRM: Best free pipeline option with premium upgrades (free starting price)
  • Salesforce Essentials: Best for longer or more complex sales processes (14-day free trial)
  • Insightly: Best sales pipeline software for project management (free starting price)

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        How We Evaluated the Best Sales Pipeline Software

        Sales pipelines are a core feature of CRMs used to oversee sales processes and manage customer relationships. Because of this, we evaluated the best CRM software using an editorially-independent scoring model that relies on weighted categories to score each option out of five. Also determined were primary use cases for our top-ranked choices. Check out the specific criteria below, then continue reading for a complete breakdown of each option on our list:

        Evaluation Criteria

        When scoring the best pipeline software, we first looked at price and ease of use. Advanced features and customization were also key components of our review. Finally, customer service rounded out our independent evaluation.

        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 Marketing Features

        Zoho CRM offers social profile enrichment and social lead generation as well as mass emailing and Google Ads.

        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-full Advanced Features star-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
        • Some automations only in higher tiers
        • Customer support often slow

        Zoho CRM is a pipeline software known for its multichannel marketing features that allow businesses to attract and engage with leads through websites, email, social media, and more. This not only includes social profile enrichment, but also social lead generation as well as web-to-lead online forms. Also included are custom pipeline fields, list views, reporting dashboards, AI-powered sales forecasting, and more.

        Even though Zoho CRM takes our top spot, it does have some limitations. If you need a more robust free pipeline option, check out HubSpot CRM. If you need a powerful yet affordable and easier to use sales pipeline tool, check out Freshsales.

        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

        • Digital Marketing: Enrich your pipeline process with social media and email management as well as marketing automations.
        • Lead Management: Segments customer lists and manages follow-ups to ensure all steps to close are taken.
        • AI Analytics: Turns sales performance data into insights salespeople can use to focus on high-priority deals.
        • Inventory Management: Create price books, sales quotes, sales orders, as well as draft purchase orders and bill vendors.
        • Custom Views & Pipeline Fields: Advanced filters, views, and pipeline fields allow salespeople to focus on vital information about each customer.

        Zoho CRM Sales Pipeline Software

        Visit Zoho CRM

        Freshsales: Best for Advanced Sales Features

        Freshsales offers powerful AI and other features that help salespeople manage deals through their pipeline.

        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:

        • Free tier available
        • intuitive pipeline views
        • Useful and insightful AI

        Cons:

        • Business integrations lacking
        • Upgrade needed for visual pipeline
        • Custom reports only in higher tiers

        Freshsales is well-known, visual sales pipeline software that uses AI to help salespeople nurture leads as well as forecast revenue and more. In addition it its AI-assisted automations and analytics, it provides an intuitive and easy-to-use pipeline offering contact management features like chat and a built in-phone as well as web forms for lead generation. While it doesn't offer a free visual pipeline, its paid tiers are cost-effective and feature-rich, though they may lack some marketing functionality.

        If you need a free visual pipeline, check out HubSpot CRM. For a robust pipeline software with more marketing features, check out Zoho CRM.

        Freshsales Pricing

        • Free Version: Support for unlimited users (visual pipeline not included)
        • Growth: $15 per user, per month
        • Pro: $39 per user, per month
        • Enterprise: $69 per user, per month
        • Free Trial: 21 days
        • Free tier for Freshdesk available, premium features cost extra

        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.
        • Communication & Lead Gen Features: Take advantage of web forms, live chat widgets, built-in phone dialers, and more.
        • Deal Management: Automatically converts qualified leads into deals and allows multiple salespeople to work the same deal.

        freshsales crm example

        Visit Freshsales

        Pipedrive: Best for Add-On Upgrades

        Pipedrive provides intuitive pipeline views with lead generation, email marketing, and sales add-ons you can choose from.

        Price Range: $14.90 to $99 per user, per month (14-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-fullstar-full Advanced Features star-fullstar-fullstar-full star-full Customization star-fullstar-fullstar-fullstar-fullstar-full Customer Service star-fullstar-fullstar-fullstar-full

        Pros:

        • Intuitive kanban-style pipeline
        • Workflows are deal-based
        • Add on upgrades available

        Cons:

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

        Pipedrive is a visual CRM with an easy-to-use pipeline offering core sales features like automated workflows,  custom reporting, and more. One of its defining features is the ability to pay for add-on upgrades a la carte rather than needing to upgrade into a new tier when you only need access to select functionality. Some of these add-on features include lead generation, email marketing, website tracking, document management, and more.

        Without these add-ons, however, Pipedrive may be lacking some key pipeline features. If you're needing an easy-to-use tool with more robust out-of-the-box pipeline features, check out Freshsales. Additionally, if you're needing a free pipeline tool, check out HubSpot CRM.

        Pipedrive Cost

        • Essential: $14.90 per user, per month
        • Advanced: $24.90 per user, per month
        • Professional: $49.90 per user, per month
        • Enterprise: $99 per user, per month
        • Free Trial: 14 days

        Pipedrive Key Features

        • Sales Pipelines: Unlimited, customizable visual pipelines with drag-and-drop functionality.
        • Deal Management: Track deals, value, win probability, and anticipated close date through pipeline stages.
        • Document Management: Create contracts and get them signed online with e-signature functionality
        • Calendar and Email Sync: Integrates with Google, iCloud, or Microsoft Office and includes group emailing.
        • Add-On Upgrades: Pay for a la carte upgrades like website visitor tracking, email marketing campaigns, and more.

        Pipedrive Sales Pipeline Software

        Visit Pipedrive

        HubSpot CRM: Best Free Pipeline Software

        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-fullstar-fullstar-fullstar-full

        Pros:

        • Free sales & marketing features
        • Customizable to match your process
        • Automatically logs sales activities

        Cons:

        • Must pay for essential features
        • Reporting is limited
        • Upgrades can be pricey

        HubSpot CRM is offers a free sales pipeline software that centralizes contacts and deals. The free plan lets teams add deals to a visual pipeline from contact records and then autopopulates the deals with relevant information, eliminating the need for tedious manual data entry. You can also integrate HubSpot CRM seamlessly with its free Marketing and Service Hubs for added free features. Premium tiers are available, though they're costly for small teams or solo-users.

        For those needing more cost-effective yet feature-rich upgrade options, check out Freshsales for their sales pipeline features or Zoho CRM for a mix of marketing and sales features.

        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
        • Integrates with free versions of marketing and service platforms

        HubSpot CRM Key Features

        • Pipeline Management: Create pipeline stages, then click to add deals and manage tasks to keep the deal moving.
        • Email Management: Salespeople can send personalized emails from inside the platform as well as create sequences and smart sends.
        • Webforms: Build forms and banners to capture lead information from website visits and automatically log it within your CRM.
        • Live Chat Widgets: Provide support to website visitors as well as use live chat to generate online leads for conversion.
        • Free Marketing & Service Integrations: Seamlessly integrate with entry tiers of Marketing and Service Hub for free lead generation and help desk features.

        hubspot pipeline example

        Visit Hubspot CRM

        Salesforce Essentials: Best for Complex Processes

        The small business Salesforce product that offers advanced reporting and seperate lead vs opportunity pipelines.

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

        Overall Rating star-fullstar-fullstar-full star-full Pricing star-fullstar-full star-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-fullstar-full Customer Service star-fullstar-fullstar-fullstar-fullstar-full

        Pros:

        • Detailed lead insights
        • Easily track leads & opportunities
        • Advanced custom reporting

        Cons:

        • Can be expensive for some
        • Has a learning curve
        • Some reports hard to use

        Salesforce Essentials is a robust sales pipeline tool that offers advanced features for pipeline reporting and small team collaboration. Its sales pipeline is split up into two: leads and opportunities, helping you track individual contacts regardless of where they are in your sales process. Use their prebuilt reports or create your own custom reports for a detailed view of your sales pipeline. However, the system can be hard to learn or use.

        If you're looking for a robust sales pipeline tool that may be more intuitive to understand and use, check out Freshsales.

        Salesforce Essentials Pricing

        • Starter: $25 per user, per month
        • Free Trial: 14 days

        Sales Cloud Pricing Upgrades

        • Professional: $75 per user, per month
        • Enterprise: $150 per user, per month
        • Unlimited: $300 per user per month

        Salesforce Essentials Key Features

        • Robust Reporting: Use prebuilt reports or create your own, and then centralize your information in a helpful dashboard.
        • Lead & Opportunity Pipelines: Track leads and opportunities separately using dual pipelines, and get a detailed view of each prospect.
        • Task Management: Manage recurring or tasks or stay up with important opportunities using native calendar reminders.
        • Built in Calling: Make calls and log call notes directly within the Salesforce Essentials platform, keeping records up to date.
        • Email Sync: Integrates with email clients so emails can be read, sent, and stored directly in the CRM.

        Opportunity sales pipeline example

        Visit Salesforce Essentials

        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-full star-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 Pipeline Example

        Visit Insightly

        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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