Any good salesperson knows that organization is key when pursuing prospects and leads and working to turn them into loyal customers. Otherwise, you can become overwhelmed manually tracking whom you’ve talked to, when you spoke to them, what you discussed, and which sales funnel stage they were in. That’s where good sales tracking CRM software simplifies the process and allows you to spend more time performing client-facing duties.

In this informative guide, you’ll delve into the essential world of sales tracking Customer Relationship Management (CRM) software, its remarkable benefits, and a detailed analysis of the top seven CRM platforms in the market. You will discover how CRM software can streamline your sales process, manage prospects with ease, and offer invaluable insights into your business performance, making your sales journey more efficient and successful.

Key Takeaways:

• Sales tracking CRM software is crucial in efficiently managing, tracking, and guiding all stages of the sales process, providing valuable data and insights.
• CRM software offers benefits such as focusing on sales, easy lead management, seamless email integration, lead conversion, and streamlined account management.
• Top sales tracking CRM software includes Teamgate, Salesforce, Zendesk Sell, HubSpot Sales Hub, LeadSquared, Less Annoying CRM, and Nutshell.
• Each CRM platform offers unique features, functionalities, and pricing structures that cater to different business sizes and needs.
• Most CRM software providers offer a free trial or demo period, enabling businesses to test and select the software that best suits their specific needs.

Contents:

• What Is Sales Tracking Software?
• Benefits of Sales Tracking Software
• Comparison of Sales Tracking Software
• 7 Best Sales Tracking Software
• Conclusion
• FAQs: Sales Tracking CRM

What Is Sales Tracking Software?

Sales tracking CRM software is pivotal in managing, tracking, and guiding all parts of the sales process. By providing set workflows, the software helps your sales team know exactly where your prospects stand at any given time. This information supports them in deciding which steps to take next to capture the lead.

Key Features of Sales Tracking CRM Software

New Lead Tracking

New lead tracking is essential for understanding the journey of each prospect. This feature allows you to keep track of who the lead is, how they found you, and what stage of the sales pipeline they’re currently in. By having this information at your fingertips, you can tailor your approach to meet the specific needs of each lead, improving the chances of conversion.

Sales Forecasting

Sales forecasting tools provide insights into future sales performance based on current data. This feature helps in predicting revenue, setting sales targets, and making informed business decisions. Accurate sales forecasts enable you to allocate resources effectively and plan strategically for growth.

Activity Reports

Activity reports offer a detailed overview of all sales activities, including calls, emails, meetings, and follow-ups. These reports help you understand the productivity of your sales team and identify areas for improvement. By analyzing activity reports, you can ensure that your team is focusing on the right tasks to drive sales.

Loss Reports

Loss reports provide insights into lost deals and the reasons behind them. Understanding why certain opportunities were not successful can help you refine your sales strategy and improve your chances of winning future deals. These reports are crucial for continuous improvement and learning.

Won Opportunities

Tracking won opportunities allows you to celebrate successes and understand what worked well in closing deals. Analyzing successful sales can help you replicate effective strategies and boost overall performance. This feature highlights the strengths of your sales process and team.

Conversion Rate

Conversion rate metrics show the percentage of leads that turn into customers. This is a key performance indicator that helps you measure the effectiveness of your sales efforts. A higher conversion rate indicates a more efficient sales process and better alignment with customer needs.

By leveraging these features, sales tracking CRM software helps your team stay organized and proactive, ensuring no opportunity is missed and every lead is nurtured effectively.

Benefits of Sales Tracking CRM Software

Sales tracking CRM software offers numerous benefits that enhance your sales process and overall efficiency. Here’s a detailed look at how this software can transform your sales operations:

Focus on the Sale

Sales tracking software allows you to create a streamlined and customized sales pipeline that eliminates complexities from your sales flow. This means you can dedicate more time to nurturing leads and making sales. By automating routine tasks, the software frees up your time to focus on closing deals and building relationships with prospects.

Manage Prospects and Leads Easily

With sales tracking software, you can schedule activities, make calls, send emails, and access historical contacts directly from your lead list. This centralized approach eliminates the need to rummage through paperwork, emails, or social media to find your prospects’ information. All the data you need is in one easy-to-access place, ensuring you can quickly and efficiently manage your leads.

Use Email Integration

Sales tracking software like Teamgate offers seamless integrations with your favorite tools, including email. This means you can access all relevant information from multiple platforms by choosing which integrations you want to display on your dashboard. No more scrolling and digging to get the information you need—everything is available at your fingertips, making communication smoother and more efficient.

Employ Lead Conversion

Integrated sales intelligence tools provide valuable and in-depth insights into your prospects. This enables you to personalize your approach and qualify your leads against your ideal customer profile (ICP). By understanding your prospects better, you can tailor your sales strategies to meet their specific needs, increasing the likelihood of conversion.

Streamline Account Management

With in-depth insights and analytics, sales tracking software allows managers to easily track and access real-time data on their department’s performance. Utilizing key metrics, managers can bolster their sales growth by making informed decisions and adjustments to their strategies. This streamlined approach to account management ensures that your team operates at peak efficiency and productivity.

Comparison Table of Sales Tracking CRM Software

Software Platform	Best for ___ Businesses	Free Trial?	Pricing	CRM	24/7 Customer Support	Reporting and Analytics
Teamgate	Small to Medium	Yes	Tier	Yes	Yes	Yes
Salesforce	All sizes	Yes	Tier	Yes	Certain tiers	Certain tiers
Zendesk Sell	Small	Yes	Tier	Yes	Yes	Yes
HubSpot Sales Hub	Medium	Yes	Tier	Yes	Certain tiers	Certain tiers
LeadSquared	Small	Yes	Tier	Yes	No	Yes
Less Annoying CRM	Small	Yes	Subscription	Yes	No	Yes
Nutshell	Small	Yes	Tier	Yes	Yes	Yes

7 Best Sales Tracking CRM Software

Teamgate CRM

Teamgate is your one-stop shop for all of your sales tracking software needs. The complete customer relationship management software is designed to guide you from point A to point Z of the sales process, from marketing to lead generation and conversion, to ensure you attract and retain satisfied customers.

Teamgate also lets you track and share Key Performance Indicators (KPIs) and business metrics with your entire sales team to empower them with a detailed picture and understanding of the sales process. KPIs you can track with Teamgate include sales trajectory, profitability, and deal loss reasons.

 Teamgate CRM Integrations

You can also use integrations with Teamgate, including:

• MailChimp
• Quickbooks and Xero
• Freshdesk
• Google Drive
• Google Contacts
• Intercom

Teamgate CRM Features

Teamgate’s key features include:

• Sales reports and analytics 
• Performance reporting
• Contact Management
• Sales dashboards
• Open API Access
• Extensive native and third party integrations
• Funnel reporting
• Pipeline management
• Task assignment
• Quotation handling
• Product and price control
• Dedicated customer support

Teamgate CRM Pricing

Teamgate provides pricing options for businesses at every stage, whether a sole trader of scaling enterprise. Teamgate offers the following pricing tiers:

Starter

Teamgate’s Starter plan is FREE for up to 2 users. The foundational plan includes all of the basic contact and communication tools to get you started.

Key features of the Starter Plan include:

• Free for up to 2 users
• Pipeline Management
• Calendar synchronization
• Activity and task creation
• Contact management

Team

You can upgrade to the Professional plan for $39.90 per month, per user. This offering is aimed at small teams looking to scale and boost sales efficiency and process management with a complete toolkit.

Key features of the Team Plan include:

• Unlimited users
• Full email synchronization with email templates
• Workflow automations
• Sales dashboards and forecasting
• Dedicated account manager
• In-app dialling and SMS integrations
• Mass import leads and contacts
• 24/7 chat and email support

Growth

The most comprehensive plan Teamgate offers starts at $59.90 per month, per user. The all-in-one sales CRM with extensive reports and native integrations.

Key features of the Growth Plan include:

• Advanced sales insights and analytics
• Lead scoring and prioritization
• Open API and Zapier integration
• Unlimited integrations
• Multi-currency
• Products catalogue
• Sales training, strategy sessions and CRM implementation
• 24/7 phone and video support
• Exclusive access to the Sales Accelerator Community

Teamgate is an intuitive and easy-to-use platform with flexible pricing options to fit a wide range of business needs. It differs from the competition by offering extensive, out-of-the-box insights and analytics to power sales managers in their decision making, goal tracking, and ability to identify and target their true ICP.

Understand your sales funnel by segments such as source, geographical location, and industry.

Powering your performance is made easy with Teamgate.

Learn more at landing-us2.teamgate.com.

Salesforce

Salesforce is another CRM solution that provides one platform to manage all aspects of the sales process, including service, marketing, and analytics.

The sales tracking software uses a Community Cloud feature that gives salespeople the freedom to access all customer information by themselves. This accessibility helps reduce the need for dedicated customer service representatives.

You can access the fully cloud-based system through Android and iOS devices, laptops, and desktop computers.

Salesforce Features

Salesforce’s key features include:

• API Access
• Integrations
• Contact management
• Contract management
• Database management
• Pipeline management
• Performance reporting
• Funnel reporting
• Partner tracking
• Task assignment
• Territory management
• Quota management

Salesforce Pricing

Salesforce offers different pricing tiers, allowing businesses to only pay for the services they need. Their tiers are:

Essentials

For $25 per user per month, you gain access to:

• Account, contact, lead, and opportunity management
• Email integration
• The Salesforce mobile app

Professional

For $75 per user per month, you gain access to:

• Account, contact, lead, and opportunity management
• Email integration
• The Salesforce mobile app
• Lead registration and lead scoring
• Collaborative forecasting

Enterprise

For $150 per user per month, you have access to:

• Account, contact, lead, and opportunity management
• Email integration
• The Salesforce mobile app
• Lead registration and lead scoring
• Collaborative forecasting
• Workflow and approval automation

Unlimited

For $300 per user per month, you gain access to all of Salesforce’s features:

• Account, contact, lead, and opportunity management
• Email integration
• The Salesforce mobile app
• Lead registration and lead scoring
• Collaborative forecasting
• Workflow and approval automation
• 24/7 support

Salesforce is a popular but pricey sales tracking software. Since the platform can help businesses keep up with their sales and CRM needs as they scale, it’s best for businesses that expect fast growth and have the budgets to pay for extensive features.

Learn more at www.salesforce.com.

Zendesk Sell

Zendesk Sell is a web- and mobile-based CRM app that helps B2B and B2C salespeople manage their sales, track leads, and engage with their customers, no matter where they are.

With Zendesk Sell, salespeople can funnel their leads from various sources, such as marketing platforms, spreadsheets, and websites, and then track their sales.

Managers can also establish and monitor quotas and goals for their teams and reps.

Zendesk Sell Features

Zendesk Sell’s key features include:

• Lead management
• Email management
• Contact management
• Sales pipeline management
• Calendar management
• Marketing automation
• Interaction tracking
• Document storage
• Lead qualification

Zendesk Sell Pricing

Zendesk Sell offers the following pricing tiers:

Team

For $19 per user per month, you can access:

• Up to two customizable sales pipelines
• Email integration with tracking
• Calendar integration
• Task and appointment setting
• 2GB per user of document storage
• Call and text message tracking and recording
• Offline mobile access
• Pre-built sales dashboards
• Public apps and integrations
• Robust APIs (core)
• Onboarding and adoption resources

Growth 

For $49 per user per month, you can access:

• Up to ten customizable sales pipelines
• Email integration with tracking, bulk emailing, and unlimited templates
• Calendar integration
• Task and appointment setting
• 5GB per user of document storage
• Call and text message tracking and recording
• Offline mobile access
• Pre-built sales dashboards
• Public and private apps and integrations
• Robust APIs (core and premium)
• Onboarding and adoption resources
• Custom sales reports and dashboards
• Sales forecasting and goals tracking
• Advanced activity reports
• Product and price book

Professional

For $99 per user per month, you can access:

• Up to 20 customizable sales pipelines
• Email integration with tracking, bulk emailing, and unlimited templates
• Calendar integration
• Task and appointment setting
• 10GB per user of document storage
• Call and text message tracking and recording
• Offline mobile access
• Pre-built sales dashboards
• Public and private apps and integrations
• Robust APIs (core and premium)
• Onboarding and adoption resources
• Custom sales reports and dashboards
• Sales forecasting and goals tracking
• Lead and deal scoring
• Task automation
• Advanced roles and permissions
• Company hierarchy

Zendesk Sell is easy to learn and has a simple interface, making it a good choice for new businesses using a CRM for the first time. However, users need to upgrade to pricier tiers to get extensive reports and features. While Zendesk Sell integrates with other software to create a cross-department ecosystem, it may not be robust enough for larger enterprises.

Learn more at https://www.zendesk.com/sell/.

HubSpot Sales Hub

HubSpot’s Sales Hub is a robust and easy-to-use sales CRM that includes sales engagement tools and powerful sales analytics and reporting.

Sales Hub is built on the HubSpot Growth Platform to allow users to bring their customer data, tools, and teams together in one streamlined system. It also offers more than 500 apps in the HubSpot App Marketplace.

Hubspot Sales Hub

Sales Hub’s key features include:

• Contact management
• Lead management
• Workflow management
• Task management
• Lead qualification
• Email marketing
• Email templates
• Document storage
• Prospecting tools
• Integrations
• Document management
• Customer Relationship Management
• Reporting and analytics
• Call tracking
• Sales automation
• 24/7 customer support

Hubspot Sales Hub

HubSpot’s Sales Hub offers the following pricing tiers:

Free

For 100% free, you can access:

• Contact management
• Deal Pipeline
• Quotes
• Meeting scheduling
• Live chat
• Reporting dashboard

Starter

Starting at $45 per month, you can access:

• Contact management
• Deal Pipeline
• Quotes
• Meeting scheduling
• Simple automation
• Goals
• Conversation routing
• Multiple currencies
• Rep productivity performance

Professional

Starting at $450 per month, you can access:

• Contact management
• Deal Pipeline
• Quotes
• Meeting scheduling
• Live chat
• Reporting dashboard
• Goals
• Conversation routing
• Multiple currencies
• Rep productivity performance
• Deal stage, task, and lead rotation automation
• Sequences
• Teams
• Custom reporting
• Phone support

Enterprise

Starting at $1,200 per month, you can access:

• Contact management
• Deal Pipeline
• Quotes
• Meeting scheduling
• Live chat
• Reporting dashboard
• Goals
• Conversation routing
• Multiple currencies
• Rep productivity performance
• Deal stage, task, and lead rotation automation
• Sequences
• Teams
• Custom reporting
• Phone support
• Custom objects
• Predictive lead scoring
• Playbooks
• Forecasting
• Recurring revenue tracking

HubSpot is an easy-to-use sales tracking platform with a lot of flexibility in terms of pricing. It also offers limited service for free. Although this free CRM option is good for newer businesses and startups to see whether HubSpot fits their needs, it lacks several key functions. To truly benefit from a full suite of analytics and sales tracking, users need to upgrade to get these pricey yet effective analytical tools.

To learn more, visit https://www.hubspot.com/products/sales/enterprise.

LeadSquared

LeadSquared is a cloud-based marketing automation and CRM solution specializing in servicing clients in finance, e-commerce, education, real estate, software, and hospitality.

The software has sales tracking features and helps users automate tasks like lead capturing, marketing, reporting, and analytics.

LeadSquared Key Features

LeadSquared’s key features include:

• Real-time reporting
• Marketing automation
• Mobile access
• Lead segmentation
• Lead capturing
• Lead management
• Sales pipeline management
• Customizable reports
• Workflow management
• Communication management
• Customer relationship management
• Contact management
• Activity tracking

LeadSquared Pricing

LeadSquared offers the following pricing tiers:

Lite

For $25 per user per month (billed annually), you can access:

• Lead tracking
• Lead qualification
• Lead scoring
• Custom fields
• Duplicate blocking
• Smart views
• Sales tracking
• Tasks and follow-ups
• Conversation tracking
• Sales reporting
• One-on-one emails
• Text messages
• Phone call tracking
• Geo-tracking
• Multilingual support
• Offline functionality

Pro

For $50 per user per month (billed annually), you can access:

• Lead tracking
• Lead qualification
• Lead scoring
• Custom fields
• Duplicate blocking
• Smart views
• Sales tracking
• Tasks and follow-ups
• Conversation tracking
• Sales reporting
• One-on-one emails
• Text messages
• Phone call tracking
• Geo-tracking
• Multilingual support
• Offline functionality
• Email campaign features such as responsive templates, personalization, and campaign reports
• Lead distribution
• Custom tabs
• Custom actions
• Sales notifications
• Role-based access
• Territory management
• Sales performance reports
• Account management

Super

For $100 per user per month (billed annually), you can access:

• Lead tracking
• Lead qualification
• Lead scoring
• Custom fields
• Duplicate blocking
• Smart views
• Sales tracking
• Tasks and follow-ups
• Conversation tracking
• Sales reporting
• One-on-one emails
• Text messages
• Phone call tracking
• Geo-tracking
• Multilingual support
• Offline functionality
• Email campaign features such as responsive templates, personalization, and campaign reports
• Lead distribution
• Custom tabs
• Custom actions
• Sales notifications
• Role-based access
• Territory management
• Sales performance reports
• Account management
• Visual workflow designer
• Communication automation
• Sales automation
• Escalations
• Customizable sales processes
• Advanced sales signals
• Sales sequences
• Advanced lead distribution features such as zip code-based and performance-based distribution
• Permission templates that include hierarchy-based restrictions and location-based restrictions
• Advanced reports
• Developer Platform (LAPPS)

LeadSquared offers complete marketing automation and CRM software for businesses of all sizes. It allows users to organize their lead capture and lead management, handle sales management, and track analytics in one place. Customers who have reviewed the platform like the precision and details provided in the reporting tools. However, many have complaints about how much storage space the mobile app takes up for cell phone users, and others have reported some difficulties with lead management.

To learn more, visit www.leadsquared.com.

Less Annoying CRM

Less Annoying CRM is a CRM solution specifically for small businesses. This software offers cloud-based deployment, several configuration options, and a dashboard that provides a complete sales process overview.

Less Annoying CRM Key Features

Less Annoying CRM offers the following features:

• Contact database
• Contact management
• Lead management
• Task management
• Workflow management
• Sales pipeline management
• Customizable fields
• Calendar/Reminder system
• Interaction tracking
• Mobile access
• Reporting/analytics
• Document storage

Less Annoying CRM Pricing

Less Annoying CRM offers a subscription-based pricing model of $15 per user per month instead of pricing tiers. They also have personalized pricing plans for companies that want more than ten users to access the system.

Less Annoying CRM offers flexibility and performance for a flat fee monthly rather than the pricing tiers we see in the other software options. This can help startups and small businesses budget better while determining which features they need in a CRM. Less Annoying CRM is a very affordable option, but in exchange, users receive limited and basic reporting features that costlier and more sophisticated CRMs offer.

To learn more, visit https://www.lessannoyingcrm.com.

Nutshell CRM

Nutshell provides one streamlined platform to view your leads and their place in the pipeline and see important metrics, including conversation rate and revenue per sale.

Nutshell CRM Key Features

Nutshell’s features include:

• Sales reports
• Loss reports
• Activity reports
• Forecasting
• Downloadable charts
• Sales funnel
• Automated sales email sequences
• Intuitive contact management

Nutshell CRM Pricing

Nutshell’s pricing tiers include:

Nutshell

For $16 per user per month, you can access:

• Contact management and communication timelines
• Email and calendar sync
• Customizable single sales pipeline
• Sales and lead reporting
• Drag-and-drop pipeline board and interactive lead map
• Embeddable web forms
• Activity reminders

Nutshell PRO

For $42 per user per month, you can access:

• Contact management and communication timelines
• Email and calendar sync
• Sales and lead reporting
• Drag-and-drop pipeline board and interactive lead map
• Embeddable web forms
• Activity reminders
• Sales automation
• Unlimited pipelines
• Personal email sequences
• Sales and activity quotas
• Full reporting suite with activity, funnel, and forecast reports
• Unlimited in-app phone dialing and recording

Nutshell offers an easy-to-use interface intended for teams that have grown tired of juggling different sales and marketing tools. This platform allows you to have your tools in one organized place without paying a full-time administrator to manage the software. Users report enjoying the ease of use that the Nutshell platform offers, but they would like to see more integrations and the ability to chat with more clients on different third-party email marketing platforms.

To learn more, visit www.nutshell.com.

Ready for Simplified Sales Management? Teamgate Can Help

As you can tell by now, there is no shortage of sales tracking CRM software options available today. All options can streamline your sales process, but Teamgate comes out on top, allowing you more time to focus on customer service and lead nurturing and less time tracking down leads and updating your database.

WHY TEAMGATE? With Teamgate, you can utilize data-driven analytics to gain real-time insights into your business and department performance while uncovering sales truths with in-depth insights and analytics as Teamgate’s CRM powers your growth.

When you count on Teamgate, you can assure a boost in efficiency and a more straightforward sales process with all your essential customer management tools in one easy-to-use platform. To learn more about Teamgate and how we can help with your workflow,contact us for a free 14-day demo.

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FAQs: Sales Tracking CRM

Q: What is sales tracking CRM software?

A: Sales tracking CRM software is a tool that assists in managing, tracking, and guiding all aspects of the sales process. It provides workflows, allows for new lead tracking, sales forecasting, activity reports, loss reports, won opportunities, conversion rate tracking, and average sale price tracking.

Q: What are the benefits of using sales tracking CRM software?

A: Sales tracking CRM software allows for a more focused sales approach, easy management of prospects and leads, seamless email integration, lead conversion, and streamlined account management. It also enables easy scheduling of activities, and provides insights into your prospects to personalize your approach.

Q: What are some of the best sales tracking CRM software?

A: One of the best sales tracking CRM software is Teamgate which has unique features and pricing options to cater to various business needs.

Q: Do sales tracking CRM software providers offer a free trial or demo period?

A: Yes, most sales tracking CRM software providers offer a free trial or demo period. This allows businesses to test and select the software that best suits their specific needs.

Q: What features do Teamgate CRM software offer?

A: Teamgate offers features such as API Access, integrations, partner tracking, contact management, contract management, funnel reporting, sales reports and analytics, performance reporting, pipeline management, task assignment, quotation handling, and product and price control. It also provides a variety of pricing tiers to suit different business needs.