Are you a small business owner looking for the best software tools to meet your sales goals? If so, you’re in the right place. We understand that it’s hard to keep up with the latest trends in effective sales software tools – there are so many options, and they all seem to offer different features.

The right sales software tools are an important, even crucial, part of your small business – they can help you track your customers, leads, and sales pipelines. Moreover, good sales software tools can reduce your workload and help your sales team manage tasks more efficiently.

But!

Finding such a tool means you have to scour through endless options and spend hours shortlisting the best sales software tools for your small business. Also, there are many different types of software available, so it can be difficult to know which one is the best for you. You need something that’s affordable, easy to use, and offers all the features you need. And let’s be honest, wading through hundreds of software tools is no easy play – it takes time and resources.

Looking for financial software for your small business instead? Check out our Finance Tool Reviews

That’s why we did the hard work for you and found 7 of the best sales software tools for your small business. These tools range from CRMs to invoicing software, and everything in between to streamline your sales tasks. Amazing Business Tools will teach you about some of the most popular and effective sales software programs available.
Keep reading to learn more!

Top Picks

Best Sales Software for SMBs

If you want to invest in reliable sales software to meet your business objectives and automate your tasks, we hear you.

Here are the top 7 sales software tools for small businesses you can trust:

Zendesk Sell

If you’re in the market for the best sales software, Zendesk Sell is definitely worth considering. One of the things that sets it apart from other options is its API access, which allows you to seamlessly integrate it with other applications you’re using. This feature is handy if you need to track leads in multiple places or want to pull data into your CRM. Another unique feature of Zendesk Sell is lead scoring. This helps you prioritize your prospects so you can focus your efforts on the most promising ones. And last but not the least, the software comes with a built-in dialer, so you can make calls directly from the app without using an external service.

Effortless Sales and Task Reporting

Zendesk Sell sales software allows you to effortlessly manage your sales pipelines and track customer interactions. One of its best features is its ability to conduct error-free sales and task reporting. With this feature, you can easily see which tasks are associated with each stage of your sales pipeline, as well as the status of each task. This helps you prioritize your work and ensure that all tasks are completed promptly. In addition, the reports generated by Zendesk Sell can be customized to suit your specific needs. This means that you can always have access to the information you need. As a result, Zendesk Sell becomes an incredibly powerful tool for managing your sales process and ensuring that all tasks are completed efficiently.

Website Reporting and Sales Forecasting

Another excellent feature of Zendesk Sell sales software is its website reporting and sales forecasting capabilities. With this sales software, you can easily track your website’s performance and see how it impacts your sales. Additionally, you can use the forecasting tool to predict future sales and plan accordingly. This sales software is also a great way to keep track of your website’s performance and ensure that you can meet your sales goals.

Exceptional Lead Scoring

If you’re in sales, you already know that lead scoring is essential for success. It allows you to prioritize your prospects and target your marketing efforts more effectively. And if you’re using Zendesk Sell sales software, you have one of the best lead scoring systems on the market. Here’s how this tool’s lead scoring works: First, you’ll need to create a list of criteria that you want to use to store your leads. This might include factors like job title, company size, or budget. Once you’ve created your criteria, you’ll assign a point value to each one. Then, whenever a new lead comes in, they’ll be automatically scored based on the criteria that you’ve set.

The higher the score, the more likely they will be a good fit for your products or services. Since Zendesk Sell automatically scores your leads, you’ll always know which ones are worth your time and which ones aren’t. All in all, Zendesk Sell is a powerful and feature-rich sales tool that will help you close more deals.

Price: $19 per user per month

If you need a sales software to help you close more deals, check out Zendesk Sell.

OneHash CRM

If you’re running a small business, it’s essential to have a good CRM (customer relationship management) tool in place. After all, you need to be able to keep track of your sales, customers, and KPIs (key performance indicators).

OneHash is a great CRM tool for small businesses. It offers features like sales forecasting, supplier and purchase order management, KPI tracking, drip campaigns, order tracking and filing, payroll management, and HR. All of these features are essential for keeping your business running smoothly.

Data Tracking and Forecasting

OneHash makes it easy to track your sales numbers and forecast future sales. This is valuable information to have when making marketing and product development decisions. The supplier management options help you keep track of your inventory and always have the supplies you need on hand. The KPI tracking feature is great for monitoring your progress towards your goals. The order tracking capability also ensures that all of your orders are properly processed and tracked.

Drip Campaign Management

The OneHash CRM sales software tool is a feature-rich solution designed to meet small businesses’ needs. One of this tool’s most powerful features is its drip sales campaign management. This allows businesses to automate their sales process, which can save a significant amount of time and effort. This CRM tool’s drip campaigns will let you attract, nurture, and convert customers without fiddling with other sales tools. Since building conversion-focused campaigns is crucial for any business, this CRM tool will help you on this front.

Native Tool Integrations

This tool also includes built-in integrations with PayPal, which makes it easy to accept payments and manage customer financial data. OneHash tool offers multiple data view formats, including kanban and Gantt charts. This provides businesses with flexibility when it comes to reviewing and analyzing their sales data. Overall, the OneHash CRM sales software tool is an excellent solution for small businesses looking to streamline their sales process. It’s packed with features that will help you run your business more efficiently and effectively.

Easy Marketing Across Platforms

The OneHash CRM sales software tool for small businesses allows you to manage your email/SMS marketing campaigns and post scheduling & progress tracking. With this tool, you can easily keep track of your sales progress and ensure that your campaigns are running smoothly. Additionally, the OneHash CRM sales software tool provides you with various reports and analytics that can help you better understand your customers and prospects. With this information, you can make more informed decisions about your marketing strategies and how to best reach your target audience.

Price: $99 per month for unlimited users

If you want a good CRM solution for your small business, check out OneHash CRM now!

Freshsales

Freshsales is a powerful sales tool designed with small businesses’ needs in mind. It offers several features that can help businesses streamline their sales process and improve their bottom line. The CRM and sales reports offer valuable insights into customer behavior, and the sales force automation tools can help businesses increase their conversion rates. This software’s inventory management tools are also very useful, as they allow businesses to keep track of their stock levels in real-time.

Website Analytics

As a business owner, it’s important to have a sales software tool that provides you with detailed website analytics. This data can be essential in understanding your customers’ needs and preferences and ultimately driving sales. Freshsales is one such tool that offers robust website analytics, as well as supplier and order management features. With Freshsales, you can get a clear picture of your website’s traffic, conversion rates, etc. you can segment this data by region, device, and other criteria, making it easy to spot trends and identify areas for improvement.

Effective Data Handling

One of Freshsales sales software tool’s key features is contact and project management. This allows businesses to keep track of their sales contacts and projects in one place, making it easy to follow up with leads and clients. Freshsales also offers multi-language support, so businesses can use the software in their native language. Additionally, Freshsales makes it easy to import and export data, so businesses can keep track of their sales progress. If you struggle with recording and tracking customer data, this tool will take this struggle out of the equation. Besides recording and arranging customer data, you can also export and share it across platforms. With Freshsales you can manage your expenses and contacts, something you can’t enjoy while manually managing your data.

Funnel Testing

Moreover, Freshsales offers funnel testing, which allows businesses to test different sales strategies to see what works best for them. Say you have designed a new sales funnel and wish to see if it will pan off or not; this smart tool’s funnel testing feature will help you do just that. You can track customers’ activity, preferences, and actions on a particular campaign to gauge its effectiveness. With its advanced search and filtering features, you can quickly find the information you need about any ongoing marketing funnel. This makes Freshsales an ideal choice for businesses of all sizes, but especially for SMBs that need help with new sales or marketing funnels.

Supplier and Order Management

If you are in search of a sales software tool that will help you manage your supplier and order-related tasks, Freshsales is the ideal software for you. With Freshsales, you can easily add and keep track of all your suppliers in one centralized place. This saves you the hassle of having to search for the supplier’s contact information every time you need it. You can also use Freshsales to create and manage orders, making it easy to track and manage your inventory levels.

This software makes it convenient to track order progress and ensures that all order information is stored in one central location. In addition, Freshsales provides excellent customer support and is constantly updating its features to meet the needs of its users. As a result, Freshsales is the ideal choice for businesses of all sizes that need an effective supplier and order management solution.

Price: $18 per month per user for the starting package 

Freshsales is an extremely valuable tool for small businesses looking to improve their sales performance – don’t miss out!

HubSpot CRM

The HubSpot CRM is a powerful tool that can help businesses keep track of their sales pipeline, performance, and solutions. One of its key features is supplier and purchase order management, allowing businesses to easily track and manage their relationships with suppliers. Additionally, the HubSpot CRM provides sales pipeline tracking. This feature allows small businesses to see where their deals are in the sales process and identify potential roadblocks. This smart CRM tool includes performance and solution management to help businesses track their progress on projects and identify areas for improvement. The HubSpot CRM also includes a social CRM that lets businesses connect with their customers on social media and build better relationships.

Easy Campaign Management & Valuable Insights

As a business owner, you know that customer relations are important. After all, your customers are the people who keep your business running. That’s why it’s essential to have a CRM or customer relationship management system. And one of the best CRMs on the market is HubSpot. HubSpot offers several features that make it ideal for managing sales and marketing campaigns. For example, it allows you to segment your customers based on their location, interests, or purchase history. This way, you can tailor your campaigns to appeal to specific groups of people. Additionally, HubSpot provides valuable insights that can help you improve your marketing strategy. And because it’s cloud-based, you can access your HubSpot account from anywhere in the world.

Sales Pipeline Tracking

One of the HubSpot CRM’s noteworthy features is sales pipeline tracking. This powerful tool allows sales teams to see where each deal is in the sales process, so they can prioritize their time and resources. The sales pipeline tracking feature also makes it easy to see which deals are stalled and need attention. In addition, the HubSpot CRM provides valuable insights into which deals are most likely to close, so sales teams can focus their efforts on the most promising leads.

Workflow Management

Workflow management is another essential feature of HubSpot CRM that helps sales and marketing teams automate repetitive tasks, such as emailing leads or follow-ups and focus on more important tasks. Workflow management can also help improve team collaboration by ensuring that everyone is working on the same page. In addition, workflow management can help you identify bottlenecks in your sales process and make it easier to track your progress. As a result, workflow management is a valuable tool for any business that wants to improve its sales and marketing efficiency.

Price: A free forever plan and $50 per user per month for the starting pro plan

HubSpot CRM is a valuable asset for any sales team – try and see it today!

Salesforce

Salesforce is one of the leading CRM (customer relationship management) software solutions on the market. Its sales-focused features are some of the most popular among users, including internal chat integration, sales pipeline management, and sales force automation. Thanks to these features, Salesforce gives users the ability to better track and manage their sales process, ultimately leading to more closed deals and increased revenue.

In addition, Salesforce’s robust reporting and forecasting capabilities give sales teams the insights they need to optimize their performance. As a result, it’s no wonder that Salesforce is so popular among sales organizations of all sizes.

Smart Sales Pipeline Management

Conducting a successful pipeline campaign is a huge win for your business, especially when you’re starting out. With Salesforce on the table, you can plan, design, and modify sales pipelines without outsourcing any of these tasks. Gone are the days when designing sales funnels and campaigns used to be a particular department’s job. Smart tools like Salesforce let you do that via your admin dashboard. Let’s say you’re running two sales drives simultaneously and want to see which one is working better. A glance at your pipeline data in Salesforce will answer this question. Similarly, capturing leads and managing them is effortless with Salesforce to the rescue.

Sales Automation

If your team consists of multiple sales reps and tracking their performance takes time, outsource this task to Salesforce and relax. This brilliant sales software tool will automate your complete sales process and track all teammates’ performance with a click. You don’t have to rely on manual reporting or deal with missed logistics because this software doesn’t slouch at any front. From forecasting your business’s sales to pinpointing the progress of an ongoing campaign, Salesforce does it all.

Social Media Integration

Data and contact sharing just got easier. The superb internal chat integration and logging features of Salesforce will let you share insights across multiple platforms. Also, if you want to design your marketing campaigns according to social media insights and trends, Salesforce will do that. Now, from social media integration, we don’t mean it will cover all of your digital marketing preferences. Instead, Salesforce helps you capture leads, track digital trends, and modify sales funnels accordingly.

Once you get the hang of this all-in-one sales tool, you’ll admire its marketing automation and reliable knowledge base. Speaking of which, you shouldn’t be concerned about the learning curve involved in Salesforce while getting it for your team because it’s pretty hassle-free. Sure, you must explore and test this tool’s different features before feeding your data into it, but even that won’t take long. You’ll experience secure and effortless contact import/export with Salesforce, along with its call logging and call center management features.

Price: $25 per user per month 

If you can’t spend weeks trying to understand a sales tool, Salesforce will be your good friend!

Pipedrive

If you’re in sales, you know that having a good CRM-cum-sales tool is crucial. It helps keep track of your clients and your sales pipeline so that you can stay organized. That’s why Pipedrive sales software will suit you the best.

Pipedrive has great features like CRM integration, email integration, email templates, sales forecasting, and sales tracking. You’ll be impressed with how easy it is to use Pipedrive and its straightforward interface. You can also easily add new contacts and leads into the system with this tool and streamline your customer data.

Track Customer Progress and Activity

Pipedrive sales software is a tool that helps salespeople to close deals by keeping track of their progress and providing reminders at key stages. It also synchronizes with call and email accounts so that salespeople can easily see all their communication with a client in one place. Finally, the built-in account-management tool helps salespeople track their client’s contact details and account history. This makes it easy to pick up a conversation thread or follow up on an outstanding issue. Pipedrive sales software is an essential tool for any salesperson who wants to close more deals and provide excellent customer service.

Native Tool Integration

Imagine managing your entire sales process from one straightforward dashboard – that’s the ease Pipedrive brings to your life. Its native app integrations and marketing automation features ensure you’re always in line with your sales goals. You can synchronize different schedules across devices, conduct deal-driven workflow cycles, and experience error-free sales forecasting with Pipedrive in your sales arsenal.

Sales Pipeline Tracking

Thanks to its unmatchable ability to manage sales pipelines, this tool is named right. If you’re looking for a sales pipeline tracking software to help your business close more deals, Pipedrive may be a good option for you. This software provides users with a clear and concise way to track their sales pipeline, from initial contact with a potential customer to the final purchase. In addition, Pipedrive offers a variety of features that can make the sales process more efficient, including automated email and task reminders, lead scoring, and real-time sales reports. Perhaps best of all, Pipedrive integrates with a number of popular CRM systems, making it easy to keep all of your customer data in one place.

Price: $12 per user per month

To sync your sales objectives and other activities, try Pipedrive today!

Zoho CRM

Any business looking for a comprehensive CRM solution should consider Zoho CRM software. This software is packed with outstanding features for small to medium businesses, including expense management, marketing automation, and a product database. Perhaps one of the most useful features for SMBs is this software’s marketing collateral library. This library contains a wealth of resources that businesses can use to create and manage their marketing campaigns. With Zoho CRM, businesses have everything they need to streamline their operations and boost their bottom line. The Zoho brand is also well-known for many other products including an entry in our best small business financial software article.

Marketing Collateral

Zoho CRM software for SMBs offers many features that can help businesses market their products and services more effectively. One of these is marketing collateral. Marketing collateral refers to any type of marketing material that can be used to promote a business, such as brochures, leaflets, pamphlets, etc. This type of material can be a valuable tool for businesses of all sizes, as it can help raise awareness about the company and its products or services. In addition, you can also use marketing collateral to generate leads and sales. Therefore, it is clear that marketing collateral is a vital aspect of Zoho CRM software for SMBs.

Budgeting and Forecasting

Budgeting and forecasting are two important aspects of any CRM software. And Zoho CRM software does not disappoint in this department. The software provides users with various tools to help them plan and track their finances. For example, users can create budget templates to help track expenses. They can also set up alerts to notify them when they are approaching their spending limits. In addition, the software provides detailed reports that can be used to track progress and identify areas where you can make improvements. As a result, Zoho CRM software is an excellent choice for those who need to keep a close eye on their finances.

Trend Analysis

Data is becoming increasingly important in the business world. Companies are using data to make more informed decisions about everything from marketing to product development. Zoho CRM software is designed to help businesses collect, track, and analyze customer data. The software includes a variety of features that make it easy to gather data from multiple sources, track customer behavior, and assess the effectiveness of marketing campaigns. Zoho CRM also makes it straightforward to generate reports and share data with decision-makers. The software’s efficient data analysis capabilities make it the perfect solution for businesses that want to better use their customer data.

Price: $10 per user per month

So if you’re looking for a comprehensive sales solution, Zoho CRM is worth considering!

What is a Sales Software?

Sales software is a type of customer relationship management (CRM) software that helps salespeople track and manage their interactions with potential and current customers. Small businesses can use sales software to help them manage their customer relationships and grow their business.

Sales software can help small businesses in a number of ways. Here’s how:

1. Firstly, it can help salespeople keep track of their interactions with potential and current customers. This is important because it allows salespeople to see which customers are most interested in buying from the company and which ones might need more nurturing before they are ready to make a purchase.
2. Secondly, sales software can help small businesses manage their customer relationships. This includes keeping track of customer contact information, as well as tracking the status of customer activity across your business.

Good sales software is an integral part of any modern business because gone are the days when manual tracking and data feeding used to be the norm. Sales software tools can be extremely helpful for small businesses, as they can automate many of the tasks that would otherwise require a lot of time and manual effort.

Some of the benefits of using sales software tools include:

1. Quick and easy creation of quotes and invoices
2. Automated follow-up on open quotes and invoices
3. Tracking of customer interactions and sales progress
4. Generation of reports on sales performance

The key is to find a tool that fits the specific needs of your business, as each tool will have its own unique set of features. Do your research, consult with others who have used sales software tools, and test out a few different options before deciding.

What to Look For While Purchasing a Sales Software?

When choosing a sales software for your business, there are a few essential features you should keep in mind. The first is the ease of use – the software should be easy to navigate and learn. Secondly, the software must be compatible with the other programs you use in your business. Finally, make sure the software fits your budget. With so many options available, it’s important to choose the right one for your business needs.

Here are some other factors to undertake while choosing a sales software for your small business:

Access Options

When selecting a sales software for your business, it’s important to choose one that will fit your needs. One key feature to look for is the level of access you’ll have to the software.

Some sales software are offered as a subscription service, which means you only have limited access to certain features. If you need to make changes or updates to the software, you may need to contact the provider and request help. Other sales software allow you complete access to all features and functions so that you can make changes and updates on your own.

Before making a final decision, be sure to review the access options to know what you’re getting yourself into.

Data Security

Data security is crucial for any business, but it is especially important for businesses that deal with sensitive customer information. If you are in the process of choosing sales software for your business, make sure to choose one that has robust data security measures in place. Here are a few things to look for:

Data Encryption: The best sales software will encrypt all of your data, both in transit and at rest. This means that your data will be inaccessible to anyone who does not have the proper decryption key.

Data Breach Protection: Look for sales software with built-in protection against data breaches. This might include features like multi-factor authentication and password recovery.

If your preferred sales software tool offers one of these data security features, you can trust it and integrate it with your business. Any tool that doesn’t ensure data security can be counter-productive for your business.

Integration with Other Apps

When it comes to choosing sales software, it’s important to make sure that the software you choose can integrate with other apps. This will allow you to manage your sales process seamlessly.

It’s also important to make sure that the sales software you choose is easy to use. This will help ensure that you’re able to get the most out of the software and that it will be beneficial to your business. Make sure to do your research and compare different options before deciding.

Learning Curve

Finding the right sales software for your business can be a challenge. Before you decide, it’s important to do your research and figure out what you need from the sales software. Once you know what you’re looking for, you’ll be able to narrow down your options and choose the right sales software for your business.

Here are a few things to keep in mind when choosing a sales software:

Ease of use: You want something that is easy to learn and use so that your team can get up and running quickly.

Functionality: Make sure that your preferred software tool serves your business objectives and doesn’t limit your tasks.

Since most software tools on our list are easy to use and functional, you can invest in them without worrying about the learning curve. Even if you feel stuck at a particular point, most of these tools have knowledge bases and video tutorials to ease your quest.

Final Verdict

A reliable and feature-enriched sales software is crucial for your business if you want to automate most tasks. Old sales strategies revolved around manual data entry and tracking sales reps’ performance from the units they sell/promote. But it’s not viable in the current business horizon. Today, you need a centralized database and real-time insights to steer your business in the right direction – precisely what a sales software does.

The above-listed tools are ideal for small businesses and startups that need a helping hand with streamlining their tasks. The tool you opt for will depend on your business goals, budget, niche, and team. So instead of following any rule of thumb, it’s better to test a few tools before investing in one.

We suggest taking full advantage of these tools’ free trials to understand their capabilities and whether or not they’ll suit your business in the long run. Good luck with your search!