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6 Best Sales Tracking Software for Sellers & Teams 2023

Name: Zoho CRM
Item: Zoho CRM
Rating: 4.3
Author: Jen Sako

Written By

JS

Jen Sako

Aug 1, 2023

2 minute read

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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:

Zoho CRM: Best overall software for features and customization (free starting price)
Freshsales: Best sales software for AI-powered activity tracking (free starting price)
Bitrix24: Best sales tracking software option for team collaboration (free starting price)
EngageBay: Best sales software for email tracking and automation (free starting price)
Pipedrive: Best sales tracking software option for a la carte add-ons (14-day free trial)
HubSpot CRM: Best sales tracking software for task management (free starting price)

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.

Zoho CRM: Best Overall Sales Tracking Software

Offers a balance of advanced tracking tools and customizations to manage your leads.

Price Range: Free to $52 per user, per month (15- to 30-day free trial)

Overall Rating

4.3

Core Features

4.5

Cost

4.7

Customizations

4.7

Advanced Features

4.6

Ease of Use

3.7

Customer Support

3.2

Pros

Free plan available for 3 users
Long list of core features
Syncs with Zoho SalesIQ

Cons

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

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.

Zoho CRM Pricing

Free Version: Supports up to 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 to 30 days
Access to Zoho One Marketplace Apps

Zoho CRM Key Features

Lead Scoring: Assign scores to incoming leads based on predetermined criteria.
Workflows: Send targeted emails, update logs, and follow-up with contacts.
Pipeline Management: Track your deals and sales activities via multiple pipelines.
Built-in AI: Spot trends in your sales funnel and know when to follow up with Zia AI.

Freshsales: Best for AI-Powered Sales Tracking

Provides intelligent sales tools to nurture leads and automate your workflow via Freddy AI.

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

Overall Rating

4.2

Core Features

4.2

Cost

4.7

Customizations

4.0

Advanced Features

4.4

Ease of Use

4.3

Customer Support

3.9

Pros

Free-for-life plan for 3 users
Chronological activity timelines
Excellent deal management tools

Cons

Upgrades can get pricey
Limited third-party integrations
Multiple pipelines require upgrade

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.

Freshsales Pricing

Free Version: Supports up to 3 users
Growth: $15 per user, per month
Pro: $39 per user, per month
Enterprise: $69 per user, per month
Free Trial: 21 days
Access to Freshworks Marketplace

Freshsales Key Features

Sales Activity Tracking: Plan events, send reminders, and monitor sales cycle data.
Pipeline Management: Visualize your sales cycle in clean and intuitive pipelines.
Email Tracking: Check the status of emails you send and how leads react to them.
Deal Insights: Track activities on all your deals or predict their outcomes via Freddy AI.

Bitrix24: Best for Team Collaboration

Helps you track sales activities, assign tasks, and close deals while keeping your team updated.

Price Range: Free to $399 per month (30-day free trial)

Overall Rating

3.9

Core Features

4.0

Cost

5.0

Customizations

4.1

Advanced Features

3.6

Ease of Use

3.0

Customer Support

3.5

Pros

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

Cons

Steep learning curve
Limited marketing tools
Customer support is chat only

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.

Bitrix24 Pricing

Free Version: Supports unlimited users
Basic: $49 per user, per month for 5 users
Standard: $99 per user, per month for 50 users
Professional: $199 per user, per month for 100 users
Ultimate: $399 per user, per month for 250 users
Free Trial: 30 days
Access to Bitrix24.Market

Bitrix24 Key Features

Collaboration Tools: Chat, video conference, and share calendars within your team.
Task Management: Assign and automate tasks, subtasks, and repetitive activities.
Analytics: Track your sales process to see what's helping you close the most deals.
Inventory Management: Monitor your sales, deliveries, and warehouses in real time.

EngageBay: Best for Email Tracking

Offers intuitive tools to monitor your email activity and marketing campaigns in real time.

Price Range: Free to $73.59 per user, per month

Overall Rating

3.9

Core Features

4.1

Cost

3.4

Customizations

4.1

Advanced Features

3.5

Ease of Use

4.4

Customer Support

4.4

Pros

Easy-to-use interface
Top-notch customer service
Free task management tool

Cons

Dashboards can be clunky
Limited advanced features
No AI sales assistant

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.

EngageBay Pricing

Free Version: Supports up to 15 users
CRM & Sales Bay Basic: $11.95 per user, per month
CRM & Sales Bay Growth: $45.99 per user, per month
CRM & Sales Bay Pro: $73.59 per user, per month

EngageBay Key Features

Tracking Insights: Increase replies and engagement with tracked email data as a basis.
Email Templates: Design attractive email campaigns and attach links or documents.
360-Degree Customer View: Monitor your contacts' email activities in real time.
Contact Management: Access contacts with a single click via the Chrome extension.

Pipedrive: Best for Add-On Upgrades

Provides a la carte options for tracking and managing your leads, drip campaigns, and projects.

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

Overall Rating

3.8

Core Features

4.3

Cost

3.2

Customizations

3.8

Advanced Features

4.0

Ease of Use

4.0

Customer Support

3.8

Pros

Robust deal rotting feature
Useful sales reporting dashboard
Intuitive & deal-focused

Cons

No free plan
Lacking in advanced features
Limited in list management

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.

Pipedrive Pricing

Essential: $14 per user, per month
Advanced: $29 per user, per month
Professional: $49 per user, per month
Power: $64 per user, per month
Enterprise: $99 per user, per month
Free Trial: 14 days
Pay for sales and marketing add-ons
Access to Pipedrive Marketplace

Pipedrive Key Features

Sales Pipelines: Monitor your lead generation process and spot trends or bottlenecks.
Email Tracking: Get notified when a prospect opens and interacts with your sales email.
Deal Rotting: Monitor which deals or sales opportunities have been idle for a long time.
Lead Qualification: Narrow down your leads before moving them into your pipeline.

HubSpot CRM: Best for Task Management

Helps you automate, assign, and track tasks so you stay on top of your lead nurturing efforts.

Price Range: Free to $1,200+ per month (Sales Hub)

Overall Rating

3.5

Core Features

3.9

Cost

3.4

Customizations

3.4

Advanced Features

3.0

Ease of Use

4.0

Customer Support

3.7

Pros

Offers sales & marketing tools
Has a free forever plan
Vast knowledge base

Cons

Expensive upgrades
No early termination allowed
Integration could be better

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.

HubSpot CRM Pricing

Free Version: Supports unlimited users
Sales Hub Starter: $18+ per month for 2 users
Sales Hub Professional: $450+ per month for 5 users
Sales Hub Enterprise: $1,200+ per month for 10 users
Additional users can be purchased for extra
Access to free tiers of its marketing and service platforms

HubSpot CRM Key Features

Automated Workflows: Create and assign tasks to the right salesperson automatically.
Pipeline Management: Track your customers’ activities and monitor deals in real time.
Mobile App: Manage tasks with a business card scanner and offline access to records.
HubSpot Products: Sync with HubSpot’s free marketing, service, and operation hubs.

Top 4 Sales Tracking Software Features

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.

How We Evaluated the Best Sales Tracking Software

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.

Evaluation Criteria

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.

Methodology weights

Core Features 25%

Cost 20%

Customizations 15%

Advanced Features 15%

Ease of Use 15%

Customer Support 10%

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. 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.

JS

Jen Sako

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.

6 Best Sales Tracking Software for Sellers & Teams 2023

Top 4 Sales Tracking Software Features

How We Evaluated the Best Sales Tracking Software

Evaluation Criteria

Bottom Line: Best Sales Tracking Software

Jen Sako

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