For every small business today, effective sales tracking is the key for success in the competitive business world. Sales tracking software provides sales performance insights into the business, it helps companies identify areas to improve, fine-tune their sales strategies, and ultimately enhance revenue. Here are the top 10 sales tracking software for small business, along with key features, selection criteria, and major benefits.
Key Features of Sales Tracking Software
- Lead Management: Capture leads appropriately, monitor contacts, and then rank leads by priority to focus on optimal follow-up.
- Pipeline Management : Display the sales funnel, monitor a deal’s current stage, identify potential bottlenecks in pipeline stages.
- Contact Management : Capture customer data and track all types of communications or interactions; and segment contact base for campaign activities.
- Reporting and Analytics: Customize your reports for significant metrics like revenues, conversion rate, sales forecasting, and specific salesperson performances.
- Sales Forecasting: Analyze trends to predict the future, track down revenue holes, and thereby enable informed business decisions.
- Integration with existing CRM: eases the process of entry of information for the entire process of management of customer relations
Top 10 Sales Tracking Software for Small Business
The right kind of sales tracking tool can make a difference for any small business in today’s very competitive business atmosphere. Here are the top 10 solutions that can ease and boost your revenues through the improvement of your sales processes.
1. Zoho CRM
Rating: 4.8/5
Best For: Small to medium-sized businesses seeking an affordable, feature-rich CRM solution.
The Zoho CRM is a widespread sales tracking software for small businesses that has provided powerful features through a user-friendly interface. It has high-end lead management, contact tracking, and pipeline visualization. This platform excels in automation to help businesses in simplifying repeated tasks and moving on to deal closure. It also features Zia, which is an AI-powered assistant to provide valuable insights and predictions on your sales data.
This software also has mobile capabilities and equips sales teams with real-time access to crucial information on the go. Such applications integrate easily with other apps from Zoho, which makes it possible for wide-scale application in businesses.
How to Use:
- Free trial sign-up or a paid subscription
- Import existing contacts or create new ones
- Use features such as email tracking, schedule meetings, and sales forecasting.
- Use workflow tools, as well as customized fields to track your deals effectively.
Pricing:
Website:
www.zoho.com/crm
2. Pipedrive
Rating: 4.7/5
Best For: Sales-focused teams requiring visual pipeline management
Pipedrive tries to make selling easier by utilizing an intuitive system of visual pipeline management. Pipedrive keeps the deals open at every single stage, offering clear visibility through which it has become easier for tracking progress as well as figuring out bottlenecks. An AI-powered sales assistant provides intelligent contact data enrichment and lead scoring capabilities.
The software provides good email integration which allows the ability to track and schedule follow up communications. Using Pipedrive’s customizable fields and workflow automation, teams stay on the right track of doing things to run sales processes the same way around. It comes with detailed analytics tools and reporting on performance to properly forecast sales as well.
How to Use:
- Customize the stage of the pipeline.
- Add a deal to the pipeline and track.
- Use features such as email tracking, contact management, and basic reporting capabilities
- Integration with other platforms such as email marketing tools and calendar.
Pricing:
Website:
www.pipedrive.com
3. Freshsales
Rating: 4.6/5
Best For: Businesses requiring AI-driven sales intelligence and automation
Freshsales offers a strong combination of CRM capabilities and AI-driven insights with its built-in assistant, Freddy AI. It has advanced lead scoring that allows teams to prioritize high-potential opportunities. Its contact management system includes AI-powered contact enrichment and activity tracking features.
The software provides full email integration so that users can send and track emails directly from the platform. Freshsales also has some built-in phone and calendar features for a sales team, which is a true all-in-one solution. The platform lets sales teams create customizable dashboards and reports about sales performance.
How to Use:
- Sign up for the free trial or a paid plan.
- Import existing contacts or add new ones
- Utilize email tracking, call logging as well as automated workflows
- Access CRM on any device that may suit a smartphone or tablet.
Pricing:
Website:
www.freshworks.com/freshsales-crm
4. Salesforce
Rating: 4.9/5
Best For: Growing businesses which require scalable and enterprise-grade capabilities
Salesforce is a sales tracking software for small business and world’s leading name in CRM offerings, providing enormous customization options. The platform’s contact and opportunity management capabilities also include advanced forecast tools. Salesforce Einstein AI generates predictive analytics that automate sales for smoother processes while providing robust reporting and dashboard facilities for performance analytics.
AppExchange is the marketplace for Salesforce. This marketplace includes thousands of pre-built integrations and add-ons that can expand the functionality. It also gives great mobile capabilities to sales teams who are moving around.
How to Use:
- Sign up for free trial or go for paid option
- Customize the platform for your specific business needs
- Take advantage of the features like lead scoring, opportunity management, and sales forecasting.
- Integrate other Salesforce products or third-party applications.
Pricing:
Website:
www.freshworks.com/freshsales-crm
5. Bitrix24
Rating: 4.5/5
Best For: Those teams that need an all-in-one business solution with CRM system
Bitrix24 is an all-inclusive business solution, offering robust functionalities in CRM. The collaboration features are quite extensive, and then there’s the usual sales tracking. Its lead management has the added advantage of automatic lead distribution and scoring. It comes with built-in communication tools like chat and video calls as well as document sharing.
It has automation to ease workflows and reduce manual work. This is also one of the best Sales Tracking Software for Small Business. Besides having time tracking and project management abilities, the software is suitable for teams that have a need to include multiple business functions in a single solution.
How to Use:
- Sign-up for a free plan or get a paid subscription
- Customize the platform depending on your own business needs.
- Use Features such as contact management and deal tracking in addition to enabling collaboration on project-related matters
- Integration with various other business apps.
Pricing:
Website:
www.bitrix24.com
6. Zendesk
Rating: 4.7/5
Best for: Businesses focused on customer service, needing all-inclusive sales solutions
Zendesk Sell integrates robust sales functionality with exceptional features in customer support. The solution offers advanced contact and deal management along with visualization of the pipeline. The integrated prospecting tool allows teams to better identify and connect with prospective customers. The application ensures that no opportunity slips away through its advanced email tracking and automation capabilities.
Zendesk’s analytics suite provides an in-depth analysis of sales performance and customer interaction. The connection between the sales and customer service teams is made easy through integration with Zendesk Support. Its mobile app also makes sure that any sales representative has access to crucial information from anywhere.
How to Use:
- Sign up for a free trial or pick a paid plan.
- Customize the platform to fit your business needs.
- Features such as contact management, deal tracking, and sales reporting.
- Integrate with other Zendesk products.
Pricing:
Website:
https://www.zendesk.com/pricing/sales/
7. EngageBay
Rating: 4.4/5
Best For: Small businesses looking for an all-in-one marketing and sales solution at an affordable price
The EngageBay platform provides sales, marketing, and support solutions at a very competitive price. In addition, features such as lead generation, contact management, and deal tracking are included. Automation is spread across marketing and sales processes, allowing teams to save a lot of time on repeated activities. The platform allows email marketing tools and a landing page builder.
EngageBay’s scheduling appointment system allows easier coordination with potential clients in regard to meetings. The application provides detailed reporting and analytics on the performance of each metric. The customizable pipeline stages allow teams to adapt the system to their own sales process.
How to Use:
- Sign up for a free or paid plan.
- Use email marketing, contact management, and automation of sales
- Integrate it with other applications in the business.
- Track website visitor activity and engage with website visitors in real-time.
Pricing:
Website:
www.engagebay.com
8. Kylas CRM
Rating: 4.3/5
Best For: Small and medium-sized businesses or entrepreneurs looking at industry-specific sales solutions
Kylas CRM proposes a niche sales management solution through its industry-focused features and workflows. The application is very strong on the lead side, so to speak, offering lead scoring and distribution capabilities. Its pipeline management provides real visibility into deal progression and potential bottlenecks. It has built-in task management with reminders to keep the sales teams trackable.
Kylas offers full field, pipeline, and workflow customizations. The reporting suite on the platform provides actionable insights through dashboards that are customizable. It also has a mobile app that will ensure sales teams stay productive no matter where they are.
How to Use:
- Sign up for a free trial or select a paid plan.
- Customize the platform according to your specific business needs.
- Make use of contact management, deal tracking, and sales reporting.
- Get benefit from the platform of the site on data safety and compliance.
Pricing:
Website:
www.kylas.io
9. LeadSquared
Rating: 4.6/5
Best for: Companies primarily interested in lead capture and conversion optimization
LeadSquared is particularly geared towards lead capture and nurturing with a sales execution platform that supports its functions. It equips advanced lead tracking and scoring for high-potential opportunities and automation of the distribution and follow-up of leads. Built-in features for multi-channel engagement via email and SMS marketing make the software user-friendly.
LeadSquared offers a mobile CRM app to provide field sales teams with necessary tools and access even when not online. It gives detailed analytics and reporting for tracking conversion metrics. Its integration capabilities help connect easily with various marketing and communication tools.
How to Use:
- Sign up for a free trial or select a paid plan.
- Features like lead scoring, lead nurturing, and multi-channel marketing campaigns are used.
- Track the performance of your marketing campaigns and optimize your lead generation efforts.
- Integration with other business applications.
Pricing:
Website:
www.leadsquared.com
10. Bigin
Rating: 4.5/5
Best For: Micro and small businesses looking for core CRM functionality
Bigin, by Zoho, is an eased CRM solution and a sales tracking software for small businesses. It offers basic pipeline management and contact tracking features without overwhelming complexity. The software comes with built-in telephony features that allow easy communication with prospects and customers. It has basic automation capabilities for routine tasks and follow-ups.
Bigin’s mobile app gives users access to critical sales information on any device. Reporting can be easily carried out through its simple yet efficient reporting tools regarding sales performance. It is connected to most of the business’s popular tools in order to not disrupt workflow continuity.
How to Use:
- Free sign up for a trial or choose paid plans
- Utilize contact management, deal tracking, and simple reporting
- Use the platform because it is very simple and user-friendly.
Pricing:
Website:
www.bigin.com
How to Choose the Best Sales Tracking Software
When selecting a sales tracking software for small business, there is careful consideration that should be given to the business’s needs and budget. The following are key factors to consider.
- Ease of Use: It should be user-friendly and easily navigated even by the less technically experienced user.
- Pricing and Plans: Review the various pricing models available (for example, subscription-based or per-user) and settle for a plan that will work well within your budget and estimated usage.
- Features and functionalities: Make sure the software allows you to have everything you want, which includes the ability to manage leads, show a sales pipeline, report, and access on mobile.
- Integrations: Think about what extent the software could easily integrate with other tools you use, such as email marketing platforms, accounting, and e-commerce.
- Customer support: Get one who boasts great customer support, including accessible documentation and tutorials, along with a responsive support team.
Benefits of Using Sales Tracking Software for Small Businesses
- Better Informed Decisions Based on Data: Business houses have the benefits of real-time data and informative reports for making informed adjustments to their sales strategies.
- Deeper Connected with Customers: The monitoring of the customer’s interaction and preference helps the business in personalizing the message that creates strong, meaningful relations with customers.
- More Accountability: Sales tracking tool provides individual visibility of performance and builds accountability, which motivates the sales teams to achieve targets.
- Effect Cost-Saving: Sales tracking software ease processes relating to a sale with efficiency to help small businesses manage sales and marketing-related costs.
Conclusion
The most important value of sales tracking software for small business can be achieved, with efficiency resulting in increased revenues. Lead management, pipeline tracking, forecasting, and automation help to ease insight from sales performance into smarter choices and more-personalized contact with customers. With so many options, this is one available that best serves each business’s purpose and helps their operations run fluidly, increases the smoothness around sales processes and overall performance through enhancements.
FAQs
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What is the best sales tracking software for small businesses?
The best depends on your needs, but some top picks are Zoho CRM, Pipedrive, and Salesforce because of their features and scalability.
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How can sales tracking tool improve my business?
It offers real-time insights, automates tasks, and makes the management of leads and pipelines more effective, thereby making for better decision-making and higher sales.
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Are the sales tracking tools free?
Yes, such sales tracking platforms are also available, provided by Zoho CRM or Bigin, with a free trial or freemium to small businesses.
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Can the sales tracking software be connected with other business tools?
Indeed, most sales tracking software has integration with a CRM system, an email marketing tool, or even accounting software.
