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Sales tracking software are platforms that allow businesses to analyze sales activities and see the status of each deal. Ultimately, they help users better understand their target market, which lead generation and nurturing efforts work best, and how and when to ask for a sale. The best software offer tools to manage leads, opportunities, data, and pipelines, as well as forecast future sales. We’ve examined the top choices in this article to help you find the right one for you.
Here are the best sales tracking software for salespeople and teams:
Per our evaluation, Zoho CRM emerged as the best overall sales tracking software and the top winner for core features, customization, and advanced features. Continue reading to see how each option performed across six categories, including their use cases, pricing, and key features. Skip down to see how we assessed each sales tracking software.
Note: All per-user prices are with a one-year commitment unless noted.
Offers a balance of advanced tracking tools and customizations to manage your leads.
Zoho CRM is a marketing-focused software that helps you generate, understand, and convert leads with its intelligent sales tools and customization capabilities. Capture high-intent web visitors, track which email campaigns or other nurturing activities pique their interest, and score them automatically. Then, build multiple forecasts for different periods and get a complete breakdown of your metrics like deal value, number of units sold, licenses purchased, and more.
While Zoho CRM takes our overall top spot, it has a steep learning curve. If you need a robust yet easy-to-use sales tracking software, try Freshsales, which is our best rated CRM software.
Provides intelligent sales tools to nurture leads and automate your workflow via Freddy AI.
Freshsales is a user-friendly CRM that helps you nurture leads and manage sales cycles with AI-powered tools. Track all activities on every deal in your account, predict their outcomes, and assign a status to each one with Freddy AI’s deal insights. Monitor your monthly or quarterly sales forecasts with its predictive analytics tool and gain insights into the best next actions that you can take throughout the stages of the customer journey on a single dashboard.
Freshsales is a great platform for those who need a data-driven way to plan sales activities, but it has limited built-in marketing tools. If you need a platform that offers a balance of sales and marketing features across tiers, try Zoho CRM.
Helps you track sales activities, assign tasks, and close deals while keeping your team updated.
Bitrix24 is a cost-optional cloud CRM offering an online workspace and real-time activity tracking. On desktop or mobile, note your tasks and interactions with leads and move them along the shared pipeline. Collaborate via call tracking to share information on what drives the best phone calls, or share calendars to centralize your team’s schedules. You can also co-edit contracts for the same clients and share knowledge bases between teams in one space.
While Bitrix24's team-focused sales tracking tool is ideal for sales teams, its customer support isn’t the best. If you’re looking for an alternative with better support solutions, look into EngageBay, which also offers team management tools.
Offers intuitive tools to monitor your email activity and marketing campaigns in real time.
EngageBay All-in-One is an integrated CRM platform that helps you monitor, automate, and schedule your marketing emails. Create a personalized nurture email sequence and send targeted messages to well-segmented contact lists automatically. Get read receipts for opened emails, identify the best-performing links or attachments, and record email data into your database, which can turn into tracking insights for future sales and marketing activities.
Although EngageBay is a good option for monitoring your email marketing efforts, it doesn’t have a built-in AI for stronger workflow automation. For a platform with email tracking tools and AI-powered tools, check out Freshsales, which offers these features.
Provides a la carte options for tracking and managing your leads, drip campaigns, and projects.
Pipedrive is a sales-forward CRM with visual sales pipelines and advanced add-ons you can purchase separately. Capture and track leads with the LeadBooster add-on’s web forms, which you can share via email or embed on your website. Once your leads turn into prospects or customers, use its Campaigns add-on to create and keep track of your drip campaigns and other marketing efforts, or its Projects add-on to launch and monitor after-sales activities.
Although Pipedrive’s upgrades are a great way to extend your software's functionality, purchasing them on top of paid plans can be pricey. For a more cost-effective option, look into HubSpot CRM, which offers built-in lead nurturing and project management tools.
Helps you automate, assign, and track tasks so you stay on top of your lead nurturing efforts.
HubSpot CRM is sales tracking software that comes with tools to help monitor and automate tasks as your deals move down the pipeline. Transition from one task to another by creating queues and adding them to your workflows, inbox, and to-do lists, then automate reminders so leads don’t stagnate within their current stage. View insights on past task performance, like deals created, calls made, and activities completed, with its reports and dashboards.
While HubSpot is a robust task management tool, its paid plans are more expensive than most sales tracking software. If you’re looking for an affordable platform, try Bitrix24, which also offers task and project management.
The best sales tracking platforms offer these tools:
Track your deals and opportunities as they move through the different stages of the sales process. Closely monitor your team’s progress and the status of after-sales activities with multiple pipelines that you can manage simultaneously.
Sales tracking software can be a standalone platform or a tool included in a CRM software, so we examined both types of software and their tracking capabilities. We created six standard criteria, then compared and graded each software based on weighted subcriteria. Then, we determined an overall score out of five and their primary use cases, which resulted in CRMs scoring the highest and thus being the only ones making the list.
The most important categories in choosing the best sales tracking software are core features and cost, as most users want to use a platform that offers robust, affordable tracking functionality. We also looked into each software's customization capabilities and advanced features. Finally, ease of use and customer support rounded out our assessment.
We considered each CRM’s core offerings, such as pipeline and opportunity management, reporting and dashboards, and workflow automations.
We evaluated each software's pricing plans, free trial length, billing options, and any free versions offered.
We examined the software's capacity for customizing pipelines, deal stages, and reports and dashboards, as well as its integration with third-party applications.
Does the CRM offer predictive analytics, lead scoring, sales forecasting, an A/B testing environment, and artificial intelligence?
We browsed through real user ratings on different review sites to understand how easy it is to use and set up the software. Then, we looked into the accessibility and depth of their knowledge bases.
We looked into how each sales tracking software offers support via phone, email, and/or live chat and read feedback from verified users on various review sites.
Sales tracking software helps sales reps manage their own progress, and it also allows managers to view stats and data to know who's hitting their sales goals and who may need more coaching to reach their full potential. Use this guide to find the right one that will help you reach your sales goals. If you’re trying to find a platform to manage your sales pipeline, check out our independent review of the best sales pipeline 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.
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