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6 Best Sales Funnel Software for Sales & Marketing

Written By
thumbnail Sam Rinko
Sam Rinko
Jun 26, 2023
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Sales funnel software are online tools — usually CRMs — that help businesses create and manage a sales funnel and push leads through it toward a purchase. The top sales funnel software typically offer a visual sales funnel, sales funnel metrics, webpage builders, email marketing, and CRM features such as lead scoring and sales automation. To help you identify the right tool for your business, we’ve analyzed and reviewed the best options on the market.

Here are the six best sales funnel software for salespeople and marketers:

  • Freshsales: Best overall software for pricing and features (free starting price)
  • Zoho CRM: Best sales funnel software for native integrations (free starting price)
  • Pipedrive: Best sales funnel software for ease of use and setup (14-day free trial)
  • Systeme.io: Best sales funnel software for customer support (free starting price)
  • HubSpot CRM: Best free sales funnel software with upgrades (free starting price)
  • ClickFunnels: Best sales funnel software for sales funnel templates (14-day free trial)

Although some options won in a specific category, we found that Freshsales provides the highest overall value for those seeking a sales funnel management platform. Read on to learn how each software did in terms of core features, pricing, and primary use cases, or skip down below to see how we evaluated each option.

Note: All per-user prices are with a one-year commitment unless noted.

thumbnail Freshsales logo

Freshsales: Best Overall for Features & Pricing

Freshsales is an affordable sales-forward CRM with a strong suite of sales funnel features.

Price Range: Free to $69 per user, per month (21-day free trial)
Overall Rating
4.4
Core Features
4.2
Cost
4.6
Reporting
4.6
Integrations
4.8
Ease of Use
4.3
Customer Support
3.7

Pros:

  • Easy to learn & use
  • Insightful AI assistant (Freddy)
  • Powerful sales funnel automation

Cons:

  • 3-user limit on free plan
  • Limited sales funnel templates
  • Few marketing features in basic plan

Freshsales is a robust CRM that helps salespeople manage sales funnels, capture leads, and automate the movement of leads down the funnel. In the platform, you can easily set up visual funnels, online forms, landing pages, automated email campaigns, and chatbots, not to mention sales automations like automated follow-ups and task assignments. Upgrade to a higher tier for advanced features like AI-based forecasting insights and a dedicated account manager.

Although Freshsales is a powerful sales funnel tool in terms of features, pricing, and automation, its weakness is that it's hyper sales-focused and lacks marketing tools unless you upgrade for them. For a more marketing-forward CRM, check out Zoho CRM.

Freshsales Pricing

  • Free Version: Free for up to 2 users
  • Growth: $15 per user, per month
  • Pro: $39 per user, per month
  • Enterprise: $69 per user, per month
  • Free Trial: 21 days
  • Freshdesk Support Integration: Free
  • Freshmarkerter Integration: Free

Freshsales Key Features

  • Visual Sales Funnel: Track deals and get insights into key sales funnel metrics.
  • Email Marketing: Manage email campaigns with templates, automations, and more.
  • Lead Capture: Create custom web forms and embed them across your website.
  • Sales Automation: Automate follow-ups, lead assignment, sales forecasts, and more.

Freshsales Sales funnel software

thumbnail Zoho logo

Zoho CRM: Best for Native Integrations

Zoho CRM is a sales funnel software that connects well with powerful lead nurturing tools.

Price Range: Free to $52 per user, per month (15-day free trial)
Overall Rating
4.1
Core Features
3.9
Cost
4.4
Reporting
4.5
Integrations
5.0
Ease of Use
3.0
Customer Support
2.9

Pros:

  • Access to Zoho apps
  • Omnichannel capabilities
  • Powerful sales funnel reporting

Cons:

  • Steeper learning curve
  • Sub-par customer support
  • Free plan limited to 3 users

Zoho CRM is an omnichannel CRM offering key sales funnel features as well as seamless integrations with social media platforms, email, telephony, and Zoho add-ons like SalesIQ — a tool that identifies your web visitors. With the social integration, you can interact with leads and monitor their Facebook and Twitter activity directly from Zoho CRM, where all social activity, including brand mentions, is tracked and available for insightful sales funnel analysis.

While Zoho is a fantastic CRM for omnichannel marketers and sellers, it can be a tough platform to learn and set up. For a CRM that’s a bit easier to implement and that still offers a wide range of integrations, check out HubSpot CRM.

Zoho CRM Pricing

  • Free Plan: Supports  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

  • Native Integrations: Easily connect with social media, Zoho SalesIQ, and other apps.
  • Funnel Charts: Spot bottlenecks in your stages and track key sales funnel metrics.
  • Social Selling: From your CRM, track lead social media activity and manage posting.
  • Lead Management: Automate email, live chat, lead scoring, and other activities.

Zoho CRM Sales funnel software

thumbnail Pipedrive Logo

Pipedrive: Best Software for Ease of Use

Pipedrive is a CRM with an intuitive sales funnel interface and a range of helpful templates.

Price Range: $14 to $99 per user, per month (14-day trial)
Overall Rating
4.1
Core Features
3.8
Cost
3.4
Reporting
4.6
Integrations
4.8
Ease of Use
4.5
Customer Support
3.5

Pros:

  • Easy to set up automations
  • Interactive metrics dashboard
  • Drag and drop funnel editor

Cons:

  • Must buy LeadBooster add-on for forms
  • Limited marketing functionality
  • No free plan

Pipedrive is a sales CRM with sales funnel features for building, managing, and monitoring your funnel, such as visual funnel tracking, sales automation tools, and an interactive funnel-metrics dashboard. Pipedrive’s differentiator is its shallow learning curve. With access to a wide range of templates, for everything from sales funnels to cold emails to CRM automations, you can quickly set up the CRM and start using it to its full potential — no training necessary.

Although it’s great for easy sales force automation and funnel management, Pipedrive has no free plan. For a sales funnel platform that you can use for free and still learn pretty quickly, check out HubSpot CRM.

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
  • LeadBooster add-on: $32.50 per month (live chat, chatbot, web forms)
  • Web Visitors add-on: $41 per month (identify companies visiting your website)
  • Campaigns add-on: $13.33 per month (manage email marketing campaigns)

Pipedrive Key Features

  • Templates: Access templates for sales funnels, workflow automation, and emails.
  • Funnel Tracking: Drag leads between stages and get conversion predictions.
  • Funnel Metrics: Track and analyze key sales funnel data to improve your process.
  • Sales Automation: Create trigger-based notifications and task assignments for sales.

Pipedrive Sales funnel software

thumbnail Systeme.io logo

Systeme.io: Best for Customer Support

Systeme.io is a sales funnel platform with quick customer service and in-depth feature tutorials.

Price Range: Free to $69 per month (14-day free trial)
Overall Rating
3.9
Core Features
3.7
Cost
4.2
Reporting
2.9
Integrations
4.4
Ease of Use
4.3
Customer Support
4.6

Pros:

  • Easy to set up and use
  • 7-day customer support
  • Affordable flat rate pricing

Cons:

  • Few features for B2B sales teams
  • No chatbots or live chat feature
  • Limited online form builder

Systeme.io is a sales funnel software platform that provides for a wide spectrum of marketing needs, including sales funnel management, email marketing, course creation, and even web-page building. Praised for its competence in online reviews, Systeme.io’s support team answers questions via email seven days a week (average response time under two hours). The company also offers in-depth video tutorials covering every feature on their versatile platform.

While great for marketers, solopreneurs, and small business owners, System.io isn’t designed for sales teams. For a sales funnel platform that provides solid customer service as well as a sales CRM with marketing add-ons, check out Freshsales.

Systeme.io Pricing

  • Free Version: Supports 2,000 contacts
  • Startup: $19 per month
  • Webinar: $33 per month
  • Unlimited: $69 per month
  • Free Trial: 14 days

Systeme.io Key Features

  • Support: Get questions answered quickly 7 days per week regardless of your plan.
  • Web Builder: Build web forms, sales pages, check-out pages, thank you pages, etc.
  • Email Marketing: Create, run, and monitor email campaigns to nurture your leads.
  • Funnel Templates: Quickly build sales funnels using their library of funnel templates.

Systeme.io Sales funnel software

thumbnail HubSpot logo

HubSpot CRM: Best Free Sales Funnel Software

HubSpot is a free CRM that supports sales, marketing, and customer service teams.

Overall Rating
3.8
Core Features
3.6
Cost
4.2
Reporting
3.6
Integrations
4.8
Ease of Use
3.7
Customer Support
3.3

Pros:

  • Free all-in-one CRM
  • AI-powered chatbots
  • Intuitive platform navigation

Cons:

  • No free phone, email, or chat support
  • Upgrade pricing can be exclusionary
  • Limited free social media integrations

HubSpot CRM is a free all-in-one CRM with features for creating and monitoring your sales funnel and then nurturing leads through it. Some of these free tools include a web form builder, live chat, email marketing, lead management, and a landing page builder. By upgrading to Sales Hub, you can gain access to a variety of premium features, from sales automation and 1:1 support on the Starter plan, to lead routing and in-depth reporting when you buy Professional.

HubSpot CRM is a great free sales funnel tool, but it lacks customer service, with its only support option being access to community forums. For a platform that offers three free users as well as 24/5 support over phone, email, and chat, check out Freshsales, our overall winner.

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
  • Free integrations with HubSpot’s free customer support, operations, and marketing tools

HubSpot CRM Key Features

  • All-in-One CRM: Free access to marketing, sales, support, and operations tools.
  • Lead Management: Organize, track, and interact with leads via multiple methods.
  • Form Builder: Create custom web forms to generate leads for your sales funnel.
  • Funnel Reports: Identify lead sources, funnel friction, and more using data analysis.

HubSpot CRM Sales funnel software

thumbnail ClickFunnels logo

ClickFunnels: Best for Sales Funnel Templates

ClickFunnels is a sales funnel tool with a diverse set of templates for building various funnels.

Price Range: $127 to $208 per month (14-day free trial)
Overall Rating
3.7
Core Features
3.8
Cost
2.7
Reporting
4.4
Integrations
4.5
Ease of Use
3.7
Customer Support
3.6

Pros:

  • All-in-one marketing tool
  • Advanced A/B testing
  • Drag-and-drop sales funnel builder

Cons:

  • Limited tools for B2B sales teams
  • Entry price is higher than similar tools
  • Scant email marketing functionality

ClickFunnels is a sales funnel software offering a funnel builder, a website builder, funnel analytics, and other tools designed to increase your sales on your website. They also offer access to hundreds of customizable funnel templates for various situations, from driving leads to a webinar to launching a new product. These enable you to quickly build effective customer journeys and the content and pages they’re made of (e.g., emails, sales page, order form).

Though ClickFunnels is a powerful sales funnel software for businesses making sales on their website, its CRM isn’t well-suited for a B2B sales team making complex sales. For sales funnel software with a more robust CRM, as well as many useful templates, check out Pipedrive.

ClickFunnels Pricing

  • Basic: $127 per month
  • Pro: $157 per month
  • Funnel Hacker: $208 per month
  • Free Trial: 14 days

ClickFunnels Key Features

  • Funnel Templates: Access hundreds of templates to build your optimal sales funnel.
  • Web Builder: Create the pages and forms that push leads through the buyer journey.
  • CRM: Track lead and customer data and trigger funnels based on their behavior.
  • Email Marketing: Run automated email campaigns and A/B test them for optimization.

ClickFunnels Sales funnel software

Top 5 Sales Funnel Software Features

The five most critical sales funnel software features to look for are below:

A built-in CRM will track the leads, prospects, and customers that are in your sales funnel, providing you with real-time information about their demographics, behavior, and current funnel stage. It will also give you a historical record of each lead’s activity with your brand, which will help you pick the right sales or marketing activity to push them through the funnel.

How We Evaluated the Best Sales Funnel Software

When conducting our analysis, we first picked the six criteria that matter most when selecting a sales funnel software, and within those created multiple weighted subcriteria. Then we used our rubric to examine numerous tools, giving each one a total score out of five and illuminating their use cases. Below you can find the criteria and subcriteria that we took into account.

Evaluation Criteria

We first inspected each tool’s core features, like deal tracking and sales funnel builders, to ensure that each platform had the right sales funnel capabilities. Next, we evaluated each tool’s cost to make sure it was affordable, followed by its reporting functionality and integration capabilities. Finally, we looked into each platform’s ease of use and customer support.

Core Features: 25%
Cost: 20%
Reporting: 20%
Integrations: 15%
Ease of Use: 10%
Customer Support: 10%

We looked for sales funnel features like sales funnel building and monitoring, web form builders, A/B testing, and email automation.

Criteria Winner: Freshsales

This is based on the price of software, the availability of free trials and free plans, and plan flexibility.

Criteria Winner: HubSpot CRM

We checked whether each tool offers funnel reporting, a custom dashboard, deal forecasting, and contact activity tracking.

Criteria Winner: Multiple winners

This takes into account the availability and quality of each tool’s native integrations with email and telephony tools, payment gateways, and more.

Criteria Winner: Zoho CRM

We looked at each tool’s average ease of use and setup ratings across various software review sites, such as G2 and Capterra.

Criteria Winner: Pipedrive

We reviewed feedback from customers on multiple review sites as well as each tool’s level of access to phone, chat, and email support.

Criteria Winner: Systeme.io

Bottom Line: Sales Funnel Software

From omnichannel CRMs to sales funnel point solutions, various types of tools fit into the overarching category of sales funnel software. Despite any differences, their feature sets almost always include a built-in CRM, a visual sales funnel, form builders, sales and marketing automation, and funnel reporting tools. Before committing to any one of the above sales funnel platforms, consider reaching out to a company representative to see if it fits your specific needs.

thumbnail Sam Rinko

Sam is a former SaaS sales rep turned freelance writer. He spent his career selling real estate technology to C-suite executives before switching over to blogging, where he now covers sales, marketing, and small business topics. Sam specializes in lead generation, lead nurturing, and deal closing articles for Selling Signals. When he’s not researching the latest sales trends, he’s either penning short stories, hiking, or reading in NYC’s Washington Square Park.

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