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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:
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.
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.
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.
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.
We looked for sales funnel features like sales funnel building and monitoring, web form builders, A/B testing, and email automation.
This is based on the price of software, the availability of free trials and free plans, and plan flexibility.
We checked whether each tool offers funnel reporting, a custom dashboard, deal forecasting, and contact activity tracking.
This takes into account the availability and quality of each tool’s native integrations with email and telephony tools, payment gateways, and more.
We looked at each tool’s average ease of use and setup ratings across various software review sites, such as G2 and Capterra.
We reviewed feedback from customers on multiple review sites as well as each tool’s level of access to phone, chat, and email support.
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.
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.
Selling Signals delivers actionable advice for sales and marketing professionals. Learn strategies that help you hit targets, strengthen customer relationships, and win more business. Get expert advice on lead generation, sales processes, CRM software, sales management, and account management directly to your inbox.
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