In our independent editorial review of retail CRM solutions, learn about the top options along with their primary use cases.
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:
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.
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.
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.
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)
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.
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)
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.
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)
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.
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)
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.
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)
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.
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)
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.
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.