The world sales management tools market is expected to experience dramatic growth, with market research forecasting a rise to $13.1 billion in 2026 from $7.8 billion in 2021.
As companies focus on data-driven sales practices and customer relationship management, using the appropriate sales management software is central to success.
Research indicates that firms employing sales management software see a mean 29% jump in sales, a significant 34% rise in sales productivity, and a 42% improvement in forecasting accuracy.
The software assists sales teams in streamlining lead management, automating mundane tasks, and making informed decisions about customer behavior and choices.
This article delves into the best sales management tool that can enhance your business to maximize sales processes, close more deals, and accelerate revenue growth. From powerful CRM systems to AI-powered analytics tools, discover the necessary software your sales team requires.
Table of Contents
- What are Sales Management Tools?
- Who Uses Sales Management Tools?
- Which Industries Use Sales Management Tools?
- Top 10 Sales Management Tools For Small Businesses
- Pricing Policy for the Top Sales Management Tools
- Top Features to Look For in the Best Sales Management Tools?
- Why Are Sales Management Tools Useful for Small Businesses?
- How To Choose The Perfect Sales Management Software?
- 1. Start with Knowing Your Sales Requirements
- 2. Consider Your Budget—But Consider in the Long Term
- 3. Make It Simple to Use
- 4. Consider Features That Align with Your Workflow
- 5. Consider Integration Capabilities
- 6. Evaluate Customer Support and Community
- 7. Read Reviews and Case Studies
- 8. Leverage Free Trials and Demos
- Wrapping Up The Best Sales Management Tools
- Frequently Asked Questions
What are Sales Management Tools?
The term sales management tools defines systems that allow sales managers to have greater insight into key performance indicators throughout their organization.
Sales management tools could allow managers to view, in real-time, which reps are trending toward goal achievement.
Sales management systems could also monitor such key call metrics as average hold time and calls-per-day-by-rep so that managers can better design their sales process for maximum revenue generation.
Whereas some sales management software solutions are self-contained, some are integrated with Salesforce and other systems of record, offering additional dashboards and better reporting features.
With a reliable sales management tool, administrators can monitor key metrics, such as average call time, hold period, and calls per day by the reps. All of this data being easily accessible to the leaders enables them to determine trends, locate inefficiencies, and utilize strategies to maximize productivity.
For instance, if one rep consistently has a high call volume, sales manager software can note this, allowing for prompt coaching and support to enhance performance.
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Who Uses Sales Management Tools?
Sales team management software keeps all members of your sales team organized, on-task, and current.
Don't let the name deceive you—every member of your team can use this type of software, not only the top sales team members.
So, who employs sales team management software?
🔘Individual Sales Reps: Your representatives utilize software such as this to turbocharge their workflows and accomplish more each day. To manage customer relationships and to follow up on leads, reps utilize CRM software. They also utilize built-in email and calling capabilities to keep their productive, focused, and organized efforts for inbound and outbound sales.
🔘Sales Managers: Team leaders utilize it in order to gain significant insight into their team's work and efforts. It also assists you in monitoring sales metrics and KPIs so that you may remain aware and modify your sales strategies in the future.
🔘Sales Directors and Executives: The most effective sales teams operate on data. For sales directors and executives, the software for sales management gives them strong reporting to forecast future revenues, establish company objectives, and find new opportunities and trends.
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Which Industries Use Sales Management Tools?
Just about any industry and niche can use it. Regardless of what you're selling, you can use sales management tools to be more organized and effective.
Here are a few examples of how various industries leverage sales management software solutions:
🔘SaaS: Because the market is constantly changing, software businesses (particularly SaaS) not only need real-time visibility into sales metrics such as churn but also need to be structured around monitoring leads as they travel through the funnel and managing customer relationships.
🔘SMB: Since you're a small business, excellent service is your silver bullet. Sales management tools provide you with the insight and processes you require to differentiate yourself from the rest of the pack and demonstrate to prospects that you can compete on value (without having to compete on price). It's also a home base for all of your customer relationships, such as customer support and other post-sale communication.
🔘E-commerce: While your customers are increasingly bombarded with more and more options for purchasing online, you must be efficient and proactive about keeping them interested and returning for more. With sales management tools, eCommerce businesses can automate their sales pipeline, identify high-value leads and nurture them, and discover trends to bring in repeat customers.
🔘Real estate: If your product is a lifetime-buy for most individuals, you can't slack on building relationships. For realtors and companies, sales management tools assists you with managing projects and ensuring that you're always on your customers' minds and guiding them toward the sale.
🔘Coaching and consulting: With dozens of customers seeking individualized services, CRM and other sales management tools capabilities are gold for your coaching practice. Not only can you manage and monitor client info and contact, but you can also automate the drudgery of appointment and call scheduling.
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Top 10 Sales Management Tools For Small Businesses
1. MeetRecord
MeetRecord, an innovative sales management tool, concentrates on maximizing sales calls via AI analytics. It improves conversation and productivity by providing features with actionable intelligence derived from sales calls.
Moreover, MeetRecord improves sales coaching by giving managers thorough insights from call evaluations. This aspect enables sales leaders to recognize areas of strength and weakness in their team's performance, providing customized coaching and feedback to enhance techniques and strategies.
2. Close
Close is the ultimate tool for sales management for both small and medium businesses wanting to maximize the number of closed deals in less time. This software management tool has a clean UI design and provides features that the sales team can use every day to communicate seamlessly with the leads and close more deals.
Close blends a robust CRM with integrated calling, emailing, and automation to assist in accelerating and enhancing your sales team's efficiency and sales leaderboards to encourage your team.
Close also features robust reporting capabilities to help you stay on pace to reach your sales KPIs and live coaching functionalities. If you're a high-volume sales team to close deals, Close is your tool of choice.
3. Pipedrive
Pipedrive is a sales management tool that cuts out the clutter and provides a simple sales experience. This tool is built with a customized pipeline to represent your leads as they move through your funnel.
For outreach, you're stuck with only a basic built-in inbox on the cheapest pricing plans, and a custom caller is only available on Professional and Enterprise plans.
But Pipedrive connects with several other third-party applications that help establish the functionality your business needs to manage your sales team.
4. Hubspot
Hubspot is one of the simplest tools to start with, providing free (though limited) CRM software sales management within small teams. Within their free version, Hubspot tracks your sales activities (emails, calls, and meetings) automatically and provides you with an overview of your entire pipeline.
But while it's a fine CRM to use on its own, it gets far too pricey (and complex) to get Hubspot to do more than that, and it's ultimately more of a marketing tool at its core.
Without bulk emailing or incoming calls and a hefty "set-up" charge, Hubspot isn't ideal for dedicated or high-volume selling teams, even though they do offer a free CRM version that early sales teams tend to flock to.
5. Salesforce
You can't discuss cloud-based sales management tools without mentioning Salesforce. As a leader in the field, Salesforce offers essentially every feature you could ever want, from calling to CRM to email marketing and to meticulous reporting and sales predictions.
However, Salesforce's offerings and features have become much more complex after years of adding features and subscription plans. This tool has been lacking ease of use for quite a while, along with a complex pricing plan due to hidden costs and add-ons.
6. Salesflare
Salesflare is a smart sales management platform that automates your lead tracking and makes it nice and easy to follow up.
Salesflare is tightly integrated with Gmail and Outlook and with LinkedIn, too. It automatically identifies your leads in your inbox and calendar and then follows up on these throughout your pipeline.
It even includes email sequences, an email finder, and a few other useful sales tools if you require them.
It's solely designed for B2B sales only, though, so if you're not that, you'd better seek out a different software solution.
7. Freshworks
Freshworks is a lead-based sales management tool. The software's dashboard is created to navigate people through your sales funnel and display information like demographics, social media platforms’ profiles, touchpoints, and notes. Additionally, the platform also displays the conversations you have had with your clients.
This sales management tool is more than a CRM, though. Freshworks CRM has calling and emailing built in and even has some automated capabilities so that you can schedule emails, make templates, and follow up with your leads.
And it's designed to integrate perfectly with the whole Freshworks platform, including success tools, marketing, customer service, help desks, and more.
8. Ambition
Ambition is a sales management tool that enables you to monitor your reps' activity more effectively and even gamifies the sales process.
The product connects with your CRM and other tools to extract rep KPIs and transforms them into actionable insights for the entire team.
This is an excellent application for remote sales teams that lack the excitement of the sales floor and want to create that excitement for their team.
Sales managers can create dashboards and leaderboards, create healthy competition with sales games, create coaching plans, create rep scorecards, and more.
9. Copper
Copper is a CRM that operates within your Gmail inbox, so the UI is something that anyone who is already using G Suite will be able to quickly get started with. Their Projects feature is also well-suited for agencies and other teams that keep working with clients beyond closing the deal.
Where this sales management CRM software falls short of its peers' bar is in calling: there are no built-in calling capabilities within Copper. If your sales team is very call-intensive, this likely isn't the software for you.
10. Troops.ai
It integrates seamlessly with your favorite CRMs and communication software to help you link the dots between your data and your team.
Troops provide real-time updates and insights to your team without the need to switch to another window. It also enables you to automate key workflows to accomplish more in less time.
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Pricing Policy for the Top Sales Management Tools
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Top Features to Look For in the Best Sales Management Tools?
When managing an expanding sales team, the right tools make all the difference between lost opportunities and steady growth.
A sales management tool is not a virtual filing cabinet—it's a strategic tool that assists companies in streamlining processes, facilitating communication, and closing more deals.
But with all the platforms available, how can you be sure which features really count? Here's a more detailed examination of the features that are most critical to an effective sales management solution.
1. Lead and Contact Management
All successful selling processes begin with knowing your customers. That's why lead and contact management is one of the most important things to seek out.
Great sales software should behave like a smart, searchable database that enables your team to quickly store, organize, and access information about each lead or customer, including name, email, phone number, past interactions, notes, and more.
It's not just about holding data—the greatest platforms assist reps in establishing better relationships.
When your reps can quickly view the complete history of communication and preferences, it becomes simpler to provide a customized experience, follow up at the right moment, and never ask the same questions multiple times.
2. Sales Pipeline Management
Seeing what's happening in your sales funnel clearly is really powerful. Tools for managing sales pipelines provide a visual overview of where your team stands on each deal, enabling you to monitor where leads are, what stage they're in, and what needs to happen next.
Rather than burrowing through spreadsheets or email, your team can drag-and-drop deals through stages, add anticipated close dates, and attribute values to every opportunity.
It makes forecasting, planning for resources, and spotting bottlenecks before they turn into issues. Sales managers, it's a game-changer in terms of visibility and control.
3. Task and Activity Tracking
In sales, timing is critical. Without reminders and activity tracking in place, follow-ups are easy to lose sight of.
That's why your sales management system needs to provide an effective method for scheduling tasks, delegating them to specific team members, and monitoring all the activities.
Whether scheduling a call, sending a follow-up email, or meeting prep, having the ability to associate tasks with a particular deal or contact means that nothing will ever slip through the cracks.
Some even integrate with calendars so your reps stay organized automatically, able to spend more time selling and less time on admin.
4. Email Integration and Automation
Sales reps spend an enormous amount of their time emailing, so it's logical that your application should seamlessly integrate with the likes of Gmail or Outlook.
Email integration enables you to send messages out from within the platform and track conversations logged automatically without the need to manually copy and paste.
Automation goes a step beyond. With options such as pre-created templates, scheduled emails, or multi-stage drip sequences, your team can keep in contact with leads without constantly having to write messages from scratch.
Extra points if the software also tracks open rates and click-throughs so that you can gauge what speaks to your people.
5. Reporting and Analytics
What's working? What isn't? These are questions that every sales manager must provide answers to regularly—and that's where analytics enters the picture.
A strong reporting system provides you with real-time visibility into your team's performance, win rates, average deal size, time to close, and more. Customizable dashboards will allow companies to focus on the most critical metrics for their business.
With this level of insight, you're not merely responding—you're proactively enhancing your sales process, training your team, and coaching out growth opportunities with confidence.
6. Mobile Access
In today's busy sales climate, your team can't be bound to their desks. When they're out in the field, at client meetings, or working offsite, access via their mobile devices is a necessity.
A good sales management tool should include a mobile app or a responsive UI where reps can view contact information, refresh deals, record calls, or send follow-up messages from their mobile phones. This kind of flexibility helps your sales processes not slow down because someone is not in the office.
7. Customization and Flexibility
Not every sales team is alike. That's why the software you use should fit your particular sales process, not the reverse. Custom fields, deal stages, tags, and workflows enable you to make the platform fit your specific business requirements.
The top platforms enable you to build customized dashboards, automate particular tasks according to triggers, and manage user levels of access. This gives the tool an organic feel, like it's an extension of your organization as opposed to a solution that suits everyone.
8. Seamless Integrations
Your sales management tool shouldn't be working alone. It must fit harmoniously with the rest of your business environment—be it your CRM, marketing automation solution, accounting software, or communications platforms such as Slack or Zoom.
When integrations are executed well, your data moves seamlessly from department to department, ending silos and freeing up hours of tedious labor. For small and expanding businesses, this type of connection increases collaboration and makes the sales operation more effective.
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Why Are Sales Management Tools Useful for Small Businesses?
Sales Management Software is very helpful for companies because it streamlines, automates, and optimizes the whole sales process, starting from generating leads to closing sales. Here are some important reasons why it helps:
1. Increases Sales Efficiency
Sales management tools save time on tedious tasks such as data entry, follow-ups, and report generation. This helps salespeople concentrate more on sales than on administrative tasks, leading to higher productivity.
2. Maximizes Lead & Customer Tracking
It offers one integrated system to follow leads, track customer interactions, and manage relationships across the sales funnel so no opportunity falls through.
3. Offers Real-Time Reports & Insights
With analytics and dashboards, companies can keep track of sales performance and project revenue, detect bottlenecks, and make informed decisions to enhance strategy.
4. Enables Improved Team Collaboration
Team members are able to exchange notes, updates, and client information with ease, resulting in increased coordination and communication in the sales department.
5. Simplifies Pipeline Management
Sales pipelines can be graphically monitored so managers get a clear idea of which deals are underway, which require action, and how close the team is to reaching targets.
6. Increases Customer Satisfaction
By having immediate access to client history, preferences, and past interactions, sales representatives are able to provide customized service and timely assistance, building customer relationships.
7. Enhances Forecast Accuracy
Sales management solutions gather and analyze historical data to offer more reliable sales forecasting, enabling companies to plan inventory, staffing, and finances better.
8. Scales with the Business
As the firm grows, the software will support larger and larger numbers of leads, clients, and salespeople, creating lasting growth without overloading the team.
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How To Choose The Perfect Sales Management Software?
For small businesses, every investment and tool matters. Picking the proper sales management tool isn't merely about selecting something that "works"—it's about choosing a platform that makes your team more efficient, fits your sales process, and grows with your business.
Here is the complete guide to assist you in making the correct decision:
1. Start with Knowing Your Sales Requirements
Before jumping into the ocean of possibilities, set aside some time to assess what your business particularly needs.
Small companies tend to work with limited resources, so you require a solution that tends to your most urgent sales issues without bombarding you with more features than you can handle.
Think about how your sales process operates—do you require assistance with sorting out leads, following up, observing the sales pipeline, or creating reports?
Some companies may want to focus on email automation, whereas others may require robust mobile access for salespeople in the field.
Having a clear understanding of what you want the software to accomplish will cut down on your options significantly.
2. Consider Your Budget—But Consider in the Long Term
Affordability is essential for small businesses, but long-term thinking is important, too. Most sales management tools have free trials or starting plans, which are excellent for testing. But think about how pricing works as your data or team increases.
Look for software that has flexible pricing without gating essential features behind high-priced tiers. Also, consider the cost of ownership in total—some tools need extra investments in integrations or third-party tools to be useful.
3. Make It Simple to Use
Your sales force probably does not have the time for complex interfaces or a steep learning curve. The software should ease your processes, not complicate them. An easy-to-use interface, intuitive navigation, and fast onboarding are key.
Have your sales team participate in trials or demos. Their feedback will be critical in determining if the platform is something that can be easily adopted and efficiently used by them.
4. Consider Features That Align with Your Workflow
All features are not equal—particularly for small businesses. Though enterprise platforms may have dozens of capabilities, you probably only require a few dozen that directly support your workflow.
Must-have functionalities to consider include contact and lead management, tracking of sales pipelines, automation of tasks and follow-ups, reporting and analytics, integration with email, and mobile support.
Instead of selecting a platform on the grounds of the number of features it offers, consider how well those features support your business model.
5. Consider Integration Capabilities
Sales do not occur in isolation—they tend to be linked with other business applications such as marketing software, customer service software, accounting software, and communication software.
When considering sales management tools, look at how seamlessly it integrates with software you are already using.
Efficient integration with software such as Gmail, Outlook, QuickBooks, Slack, or Mailchimp can greatly enhance productivity and facilitate smooth data exchange between departments.
6. Evaluate Customer Support and Community
With your business being small, having good support that you can rely on is very important. You don't want to be stuck trying to figure out when something goes wrong or how to use some feature.
Seek out vendors with good customer support—ideally over live chat, email, or the phone.
Also, see if they have a help base, video tutorials, or an active user base. These resources can be invaluable when you're navigating the software for the first time or troubleshooting common issues.
7. Read Reviews and Case Studies
Peer review offers what product pages can't. It's recommended to check out customer reviews on sites such as Capterra, G2, or TrustRadius. Check particularly for reviews from other small businesses, as their experiences will be closest to yours.
You may also search for case studies that show how similar-sized companies have applied the software to tackle particular issues. This can help you get a better idea of what to anticipate in actual use.
8. Leverage Free Trials and Demos
The majority of contemporary sales management software solutions have free trials or guided demos. These are imperative for discovering how the tool will behave in your context.
Utilize this time to test features, evaluate performance, and gauge how well it integrates into your day-to-day activities. Observe how easily your team comes on board with the platform and if, indeed, it satisfies the issues you aimed to solve.
Wrapping Up The Best Sales Management Tools
Finally, we have concluded the list of the best sales management tools. Now, you can choose one for your own business and try it out to see for yourself.
Don't forget to involve your team in the process and select a tool that'll work best for their workflow, but will be simple enough to use so as not to disrupt it. Ultimately, selecting the proper sales management tool hinges on one thing: what's right for you?
The best tool for your team is the one that keeps you on track, productive, and organized. Not the one with the most reports, tabs, and drop-down menus.
As you look for these sales management tools, be sure to see beyond the bells and whistles and ask them what they're actually doing. Is this tool designed for you? Will it integrate perfectly with your sales strategy and team organization? If not, find something that will.
Also, if you want to obtain specially designed sales management tool for your business, then contact Arramton Infotech for software development services.
Frequently Asked Questions
Q. What are sales management tools?
Ans: Sales management software assists companies in handling their sales processes, such as tracking leads, pipeline management, and performance analysis.
Q. How can sales management tools benefit my business?
Ans: Sales management tools enhance productivity, improve communication, give data-driven insights, help in consolidating data, and provide scalability for expanding businesses.
Q. What are the features of sales management software?
Ans: If you are searching for sales team management software, ensure that you look for the following features to be included:
🔘Contact and lead management
🔘Sales pipeline and forecasting
🔘Sales analytics and reporting
🔘Sales workflow automation
🔘Mobile access
Q. How do I choose the right sales management tool?
Ans: Look at features, integration, cost, user experience, and support when you are choosing the correct sales management software for your business.
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