Check out our independent editorial review of the best crm software for sales professionals, including use cases for each option.
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:
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.
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 software. See below to learn more about each option’s pricing, features, and scores.
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)
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.
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)
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.
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)
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.
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)
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.
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)
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.
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
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.
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)
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.
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.