6 Best Sales Pipeline Software for People & Teams 2022

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.

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.

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.

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.

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.

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.