6 Best Sales Tracking Software for Sellers & Teams 2022

Check out our independent editorial review of the best sales tracking software to manage your deals, including the top uses for each one.

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. So you can choose the right one for you, we’ve examined the top choices and their use cases.

Here are the best sales tracking software for salespeople and teams:

  • Freshsales (Overall Winner): Best for sales activity tracking and automation (free starting price)
  • Zoho CRM: Best sales software for tracking leads and lead sources (free starting price)
  • Bitrix24: Best sales tracking software for team collaboration (free starting price)
  • HubSpot CRM: Best sales tracking software for sales task reminders (free starting price)
  • Insightly CRM: Best sales tracking software for project management (free starting price)
  • Pipedrive: Best sales tracking software for sales pipeline tracking (14-day free trial)

One CRM that didn’t quite make our list is Salesforce Essentials, which offers a good sales tracking feature for the price. We didn’t include their details because the full tracking capabilities of this powerful CRM are only available by upgrading. However, if none of the above options fits your unique sales tracking needs, Salesforce Essentials may be the best one for you.

How We Evaluated the Best Sales Tracking Software

Sales tracking software can be a standalone platform or a tool included in a CRM, 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, which determined an overall score out of five plus a primary use case for each. Because the top CRMs include robust sales tracking as a key function plus additional CRM features, all best options ended up being CRMs.

Evaluation Criteria

The most important categories to choosing sales tracking software are cost and core features, as most users want to use a platform that offers robust, affordable tracking functionality. Ease of use and advanced features were also included in our scoring, followed by customization and customer service.

Pricing:
25%
Core 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 some CRMs scored highly in one category or another, we found that Freshsales offers the best overall value for those seeking sales tracking software. Check out how each fared in terms of pricing, general and advanced features, and primary use cases.

Freshsales: Best Activity Tracking & Automation

Note how you're nurturing each lead and then use AI automation to continue the activities with the best outcomes.

Price Range: Free to $69 per user, per month (21-day free trial)

Overall Rating star-fullstar-fullstar-fullstar-full Pricing star-fullstar-full star-fullstar-full Core Features star-fullstar-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 forever plan
  • Chronological activity timelines
  • Excellent deal management tools

Cons:

  • Upgrades can get pricey
  • Limited third party integrations
  • Visual sales pipeline is an upgrade

Freshsales is an easy-to-use sales CRM that manages your leads and the activities you perform to convert them to customers. When you’re nurturing a lead, you can record the actions you take and the outcome of each one. Once the CRM gathers enough data, its Freddy AI feature will perform future sales activities that it predicts will best help you convert new leads. This makes Freshsales good for companies looking for a data-driven way to plan sales activities.

Freshsales Pricing

  • Free Version: Support for unlimited users
  • Growth: $15 per user, per month
  • Pro: $39 per user, per month
  • Enterprise: $69 per user, per month
  • Free Trial: 21 days
  • Integration with Freshworks' free marketing and service platform tiers

Freshsales Key Features

  • Sales Activity Tracking: Plans events and other customer engagement, sends reminders, and tracks results.
  • Email Tracking: Provides metrics into what emails are sent, which ones bounced, and which ones engaged customers.
  • Deal Pipeline Management: Provides a visual pipeline of deals at every state, plus their value and predictions on whether they'll close.
  • Customizable Dashboard: See all sales cycle data in one dashboard that's updated in real time and fully customizable.
  • Customizable Reports: Track team productivity with customizable sales reports to analyze activities and deals.

sales tracking software - Freshsales

VISIT FRESHSALES

Zoho CRM: Best to Track Leads & Lead Sources

Track and score leads and where they came from for better sales forecasting.

Price Range: Free to $52 per user, per month (15-day free trial)

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

Pros:

  • Free plan available for three users
  • Long list of core features
  • Uncluttered user interface

Cons:

  • Requires customization to set up
  • Workflow automation is pricey
  • Users report slow support

Zoho CRM is a marketing-focused CRM that helps generate, understand, and convert leads. It will tell you how leads initially find and interact with you, e.g., your website or social media. Once you've captured them, it will track which nurturing emails or other activities pique their interest, even assigning scores according to their engagement. This makes Zoho CRM best for those looking to monitor how their leads respond to certain marketing and nurturing strategies.

Zoho CRM Pricing

  • Free Version: 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

Zoho CRM Key Features

  • Lead Scoring: Automatically assign scores to incoming leads and prioritize them so hot leads are handled quickly.
  • Automated Workflows: Use predetermined triggers to automatically send emails, update logs, and make follow-up contact.
  • Sales Pipeline Management: Customize multiple pipelines to monitor sales activity and track sales. 
  • Customizable Dashboard: Summarize and track sales data in a customizable dashboard so you see the most crucial information.
  • Zia AI Assistant: Zia spots trends and holes in the sales funnel and advises when and how to follow up.

sales tracking software - Zoho CRM

VISIT ZOHO CRM

Bitrix24: Best Online Workspace for Teams

Track sales activities, assign tasks, and close deals from desktop or mobile, keeping your team updated throughout.

Price Range: Free to $159 per month (30-day free trial)

Overall Rating star-fullstar-fullstar-full star-full Pricing star-fullstar-fullstar-fullstar-full Core Features star-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-full star-fullstar-full Advanced Features star-fullstar-fullstar-full star-full Customization star-fullstar-fullstar-fullstar-fullstar-full Customer Service star-fullstar-fullstar-fullstar-fullstar-full

Pros:

  • Long list of free trackers
  • Packed with sales management tools
  • Free website management tools

Cons:

  • Steep learning curve
  • Tools for marketing are limited
  • Customer support is chat only

Bitrix24 is a cost-optional 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. Use collaborative tools like call tracking, team chat and calendars, contract coediting, and knowledge bases to share info on your sales or request team help. Bitrix24's collaborative sales tracking via its workspace makes it ideal for remote sales teams and managers.

Bitrix24 Pricing

  • Free Version: Support for unlimited users
  • Basic: $39 per month for 5 users
  • Standard: $79 per month for 50 users
  • Professional: $159 per month for unlimited users
  • Free Trial: 30 days

Bitrix24 Key Features

  • Collaboration/Communication Tools: Teams members can chat, video-conference, and share calendars and activities remotely.
  • Task Management: Set and assign tasks, sub-tasks, and checklists while automating alerts and repetitive activities.
  • Sales Pipeline Management: Automatically move deals down customizable pipelines with preset triggers.
  • Analytics: Track your own sales activities and your team's to see what's helping you close the most deals.
  • Inventory Management: Sync inventory with sales in real time to ensure you have adequate stock available.

sales tracking software - Bitrix24

VISIT BITRIX24

HubSpot CRM: Best for Sales Task Reminders

Automate, assign, and track tasks, and remember to complete them so you stay up on your lead nurturing efforts.

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 Core 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-fullstar-full Customer Service star-fullstar-full star-fullstar-full

Pros:

  • Manages both sales and marketing
  • Free forever plan
  • Easy to use

Cons:

  • Expensive upgrades for more features
  • No early termination allowed
  • Poor integration with frameworks

HubSpot CRM is sales tracking software offering task reminders to help you monitor your deals and keep them moving down the pipeline. When you interact with a lead, set a call, email, or to-do reminder (or automate these reminders in Pro and Enterprise) so they don't stagnate within their current stage. You'll receive a prompt when it's time to complete the task, making HubSpot a good option for those wanting to track their sales and remember to progress them.

HubSpot CRM Pricing

  • Free Plan: Support for 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 per month for 10+ users
  • Additional users can be purchased for extra
  • Integration with HubSpot's free marketing, service, and operation platform tiers

HubSpot CRM Features

  • Automated Workflows: Uses lead scoring to create and assign tasks to the right salesperson automatically.
  • Sales Pipeline Management: Track customers and monitor engagement as deals move through the pipeline.
  • Mobile App: Manage your deals even when out of the office using the mobile app's HubSpot Keyboard, business card scanner, and offline access to records.
  • Integration With HubSpot Products: Create a seamless lead-generation-to-close sales funnel with other available hubs.
  • Email Tracker: Get notifications when your emails are opened and links are clicked so you can follow up with a lead or understand what they're interested in.

sales tracking software - Hubspot

VISIT HUBSPOT CRM

Insightly CRM: Best for Project Management

Track your leads, opportunities, and projects using Insightly's project management features.

Price Range: Free to $99 per user, per month (14-day free trial)

Overall Rating star-fullstar-fullstar-full star-full Pricing star-fullstar-full star-fullstar-full Core Features star-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-fullstar-fullstar-fullstar-full Advanced Features star-full star-fullstar-fullstar-full Customization star-fullstar-fullstar-full star-full Customer Service star-fullstar-fullstar-full star-full

Pros:

  • Free plan supports two users
  • Powerful lead management tools
  • Intuitive and attractive design

Cons:

  • Limited customizations
  • No cancellation for contracts
  • Must pay for live support

Insightly is a CRM that combines sales tracking with project management tools. When you generate a lead, track their progression through the sales pipeline using custom metrics and dashboards. Once they become a customer, Insightly will convert the opportunity to a project so you can track tasks and milestones on a separate project pipeline. For this reason, Insightly is best for companies needing to manage complex steps from lead generation to post-sale.

Insightly Pricing

  • Free Plan: Support for 2 users
  • Plus: $29 per user, per month
  • Professional: $49 per user, per month
  • Enterprise: $99 per user, per month
  • Free Trial: 14 days

Insightly Features

  • Custom Real-Time Dashboards: See models of data to better align sales processes with customer needs.
  • Role-Based Permissions: Set permissions so only certain departments or roles can view certain datasets.
  • Mobile App: Record updates while out of the office by scanning business cards and updating the status of each project and deal.
  • Customer Data Management: Map complex customer relationships by linking them to existing contacts in the database.
  • Project Management: Seamlessly turn won opportunities into projects without losing conversations or other important details.

sales tracking software - Insightly

VISIT INSIGHTLY CRM

Pipedrive: Best for Sales Pipeline Tracking

Track the status of your deals with Pipedrive's visual drag-and-drop pipelines.

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-fullstar-full Core Features star-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-fullstar-fullstar-fullstar-full Advanced Features star-full star-fullstar-fullstar-full Customization star-fullstar-fullstar-full star-full Customer Service star-fullstar-fullstar-full star-full

Pros:

  • Deal rotting feature identifies issues
  • Useful sales reporting dashboard
  • Intuitive and deal-focused

Cons:

  • No free plan
  • Lacking in advanced features
  • Limited in list management

Pipedrive is an easy-to-use sales CRM with highly visual pipelines and a sales dashboard that breaks down teams' KPIs. The Kanban-style pipelines with drag-and-drop functionality allow you to add deals, revenue, and expected close date and probability, then move them along your sales pipeline so you can see where each deal stands. This type of visualization makes Pipedrive best for businesses that want a quick, intuitive way to track their sales.

Pipedrive Pricing

  • 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
  • Pay for sales and marketing add-ons

Pipedrive Key Features

  • Sales Pipeline Management: Allows managers to monitor the lead generation process and spot trends.
  • Email Notifications: Receive an instant notification when a prospect opens and interacts with your sales email.
  • Deal Rotting Feature: Track which sales opportunities have been idle for a long time so you can follow up.
  • Lead Qualification: Lead generation tools and a dedicated Leads Inbox help qualify leads before moving them into your pipeline. 
  • Customizable: Create fields in your pipeline and dashboard so you can track what's most important for closing deals.

sales tracking software - Pipedrive

VISIT PIPEDRIVE

Bottom Line: Best Sales Tracking Software

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. Sales tracking is also necessary for forecasting future revenue. Use this guide on sales tracking CRMs to find the right one that will help you lead your sales team and reach your sales goals.

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