Read our independent editorial review of the top contact management software for salespeople, including the best use case for each option.
Learn about the leading sales software broken down by type, including key features and which ones are best for you and your team.
Check out the nine essential sales software types below. Then, continue reading for a complete rundown of each. If you’d instead like to skip ahead to our full list of sales software articles, you can do so here.
What it Does: Inbound or outbound software that helps you find potential contacts and create prospecting lists and/or generate online leads using paid traffic and lead forms.
Average Cost: Averages $100 per month; free platforms available or paid platforms with advanced features.
Lead generation software is a useful tool for inbound or outbound salespeople seeking to build up their client base. Choose a platform that can help you seek out new leads, gain insight into customer preferences, or direct leads to you.
What it Does: Tracks leads and customers through every stage of your sales process, as well as helps manage the activities performed at each step, such as phone calls and follow-up emails.
Average Cost: Free options for basic features, up to $300 per month for advanced systems.
CRM software is for any business looking to efficiently move leads through their sales funnel. An organized view of your sales pipeline combined with analytics and forecasting allows sales teams to effectively engage with leads.
What it Does: Helps create and display persuasive and visually-appealing presentations to prospective clients or customers.
Average Cost: Ranges from free to $20 monthly.
Presentation software is useful for organizing or presenting engaging information to prospects, customers, or company leadership. Individual sellers and sales teams alike should take advantage of the design and customization features available in presentation software.
What it Does: Creates professional sales proposals and allows you to track, manage, and analyze their performance, including customer interactions.
Average Cost: $5 to $500 monthly depending on features and number of users.
Businesses with high-ticket items or ongoing client work, especially service-based businesses, benefit most from business proposal software. For businesses looking to keep better tabs on submitted proposals, look for a platform with tracking and analytics features included.
What it Does: Automates the tasks of producing, storing, signing, and managing contracts throughout their lifecycle.
Average Cost: Free basic platforms or to $600 monthly for an advanced system that includes signature licenses and AI capabilities.
Contract management software is a useful tool for salespeople who require contract signatures as part of their sales process. With a largely automated process, you’ll be able to save time on administrative work and focus on sales.
What it Does: Provides customer service capabilities such as ticketing and resolution, allowing the account management team to own the post-sales process.
Average Cost: From $0 – $25 monthly.
Best for businesses with a substantial customer base and/or frequent requests for assistance, such as client services or Saas-based businesses. Larger businesses may benefit from a platform that includes custom workflow features to efficiently route tickets to the right department.
What it Does: A broad software-type that allows managers to optimize productivity through sales planning, performance management, reporting.
Average Cost: Because there are a number of different sales management software types, the prices vary, but most essential options are available from $0 to about $50 monthly.
Sales management software is especially important for team managers to better empower sales reps and manage performance. Platforms that track, enable or forecast sales are also useful for individual salespeople.
What it Does: A complete business phone system that runs over the internet instead of copper wires, providing better performance and more features than traditional office phone systems.
Average Cost: $18 to $80 per month for one to 100+ phone lines, billed annually or monthly.
VoIP systems are best used by larger sales teams that need multiple desk phones and sales phone lines. If you’re only looking for one business phone number, then maybe a virtual phone number is right for you.
What it Does: Gives you a separate business phone number on your personal device that lets you flip between business and personal calls and texts.
Average Cost: $26 to $90 per month for up to five phone numbers, billed annually or monthly.
Virtual phone numbers are best for those who want a business phone number on their personal device. This is especially important for individual salespeople who may not need a complete business phone system, as well as groups or teams with salespeople who are often in the field and on-the-go.
Many sales software platforms offer various degrees of crossover or an integrated, all-in-one toolset, while others are dedicated platforms that specialize in a specific area. Whether you need one software type or you need an arsenal in your sales stack – utilizing sales software is a powerful method for increasing efficiency and boosting sales in 2021.
Now that you understand the key sales software types and why they’re effective, check out our article that lists the top sales tool providers to help build your sales tech stack.
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