Tag: Pipedrive

Top Sales Management Tools & Software to Boost Team Performance in 2025

In today’s competitive business landscape, effective sales management plays a pivotal role in driving success. The ability to influence how sales transactions occur greatly influences a venture’s success. This is where a sales management tool assumes paramount importance, guiding managers in steering their business trajectory. In the present landscape, a diverse range of sales management tools exists, offering comprehensive integrations and effective automation services that enhance sales and yield remarkable outcomes.

To equip sales teams with the best resources, we’ve curated a list of the top sales management tools that every sales manager can consider employing to enhance their team’s productivity. From streamlining processes to enhancing productivity and boosting revenue, these tools have proven their worth in the world of sales. Join us as we delve into the features, benefits, and insights behind each tool, uncovering how they can elevate your sales strategies to new heights.

Best Sales Management Software Tools

With the growing technology and competition, every business activity needs certain tools for achieving the best possible performance. The following are the top sales management software tools that every sales manager needs:

S. No.	Tool	Key Features	Rating
1	Pipedrive	Sales pipeline management, customizable workflows, activity reminders	⭐⭐⭐⭐
2	Clari	Revenue forecasting, AI-driven insights, pipeline visibility	⭐⭐⭐⭐½
3	Zendesk Sell	Lead management, sales email tracking, mobile CRM	⭐⭐⭐⭐
4	Freshsales	AI-based lead scoring, 360° customer view, workflow automation	⭐⭐⭐⭐½
5	HubSpot Sales	Email tracking, meeting scheduler, CRM integration	⭐⭐⭐⭐⭐
6	Keap	CRM + marketing automation, lead capture, payments integration	⭐⭐⭐⭐
7	Oracle NetSuite	Enterprise CRM, sales forecasting, order & pipeline management	⭐⭐⭐⭐½
8	Nextiva	VoIP + CRM integration, team collaboration, customer engagement	⭐⭐⭐⭐
9	Salesloft	Sales engagement, call/email automation, analytics dashboards	⭐⭐⭐⭐½
10	Workbooks	Mid-market CRM, marketing automation, reporting & dashboards	⭐⭐⭐⭐
11	Salesforce	Market-leading CRM, advanced customization, AI-powered insights	⭐⭐⭐⭐⭐

Pipedrive

Website	www.pipedrive.com
Free Trial	Available
Platforms Supported	Web, Android, iPhone/iPad
Best For	Small to medium-sized businesses looking for a user-friendly sales CRM with pipeline management and automation capabilities.

Pipedrive is a sales management tool that gives in-depth analytics that will guide businesses to have better control over their sales. Their simple dashboards are extremely user-friendly and let users prioritize deals. They have unique features like pipeline management, sales reporting, email integration, and sales forecasting among many others, which will help in aiding sales procedures.

With the help of customizable pipelines, this tool helps to add more details to every different deal. By creating reliable records, relevant data charts, and tracking deals and activities, Pipedrive improves the productivity of businesses. They are also integrated with Zapier, MailChimp, and Google Maps.

Ultimate Guide: Getting started with Pipedrive CRM

Pipedrive Pricing Plans

Plan	Yearly Price	Monthly Price
Essential	US$9.90/month	US$11.90/month
Advanced	US$19.190/month	US$24.90/month
Professional	US$39.90/month	US$49.90/month
Power	US$49.90/month	US$59.90/month
Enterprise	US$59.90/month	US$74.90/month

Clari

Website	www.clari.com
Free Trial	Available
Platforms Supported	Web, Android, iPhone/iPad
Best For	Sales teams and leaders seeking AI-driven forecasting, opportunity management, and real-time visibility into sales data to optimize revenue growth.

Clari’s sales management tool aids the sales team by pointing out the areas of the business that need better focus. Clari identifies and eliminates any blind spots that can adversely affect the business and thereby improves the accuracy of sales pipeline inspection and forecasting. Clari, in that way, saves the team from giving unnecessary attention to irrelevant details while directing the entire team towards immediate areas of concern.

The tool has integrated itself with Salesforce CRM, Oracle CRM, SAP CRM, and Microsoft Dynamics CRM, among several others. They also track the progress of individual deals and predict their closing. By prioritising these details on the dashboard, Clari facilitates the prioritisation of services for the sales team. They provide a free trial option for the users, after which they can consult the team for a service that best suits their business requirements.

Clari Pricing Plans

Clari offers custom pricing plans. Please contact vendors for pricing details.

Zendesk Sell

Website	www.zendesk.com/in/sell
Free Trial	Available
Platforms Supported	Web, Android, iPhone/iPad
Best For	Businesses seeking a sales CRM with automation features, real-time insights, and customizable pipelines to manage and optimize sales processes.

Zendesk Sell is a sales CRM (Customer Relationship Management) platform designed to help businesses effectively manage their sales processes and relationships with customers. Zendesk Sell offers a range of features aimed at streamlining sales operations, enhancing collaboration among sales teams, and providing insights to drive revenue growth.

Zendesk Sell supplies the necessary tools for sales management and customer engagement. Zendesk Sell also acts as a storage space for all the synced calls, call records, and emails. These stored data can be accessed from any device. Their functionality has been efficiently automated, and the tool even assigns the leads to the appropriate sales personnel based on the information it has. The extensive integration it has with other platforms makes this tool even more attractive to prospective users. Their suite of tools is known for enhancing the sales team’s productivity.

It’s suitable for businesses of different sizes and industries, helping them to enhance their sales efficiency, improve customer relationships, and achieve their revenue targets.

Zendesk Sell Pricing Plans

Plan	Yearly Price	Monthly Price
Sell Team	US $19/agent/month	US $25/agent/month
Sell Growth	US $55/agent/month	US $69/agent/month
Sell Professional	US $115/agent/month	US $149/agent/month

Freshsales

Website	www.freshworks.com/crm/sales
Free Trial	Available
Platforms Supported	Web, Android, iPhone/iPad
Best For	Sales teams and businesses looking for a user-friendly CRM solution with lead management, email tracking, and AI-based insights to improve sales efficiency and customer relationships.

Freshsales is a customer relationship management (CRM) software designed to help businesses effectively manage their sales processes and interactions with customers. Developed by Freshworks, Freshsales offers a range of tools and features aimed at enhancing sales productivity, optimizing lead management, and improving customer relationships.

Key features of Freshsales include lead scoring, contact management, deal tracking, email tracking, and sales analytics. The platform allows sales teams to track leads, manage contacts, and monitor the progress of deals through customizable pipelines. It also provides automation capabilities to streamline repetitive tasks and workflows, helping sales professionals save time and focus on high-priority activities.

It integrates with various communication tools and offers omnichannel communication options to facilitate seamless interactions with leads and customers.

FreshSales CRM Tutorial in 2023

Freshsales Pricing Plans

Plan	Yearly Price	Monthly Price
Free	₹0	₹0
Growth	₹999/user/month	₹1,199/user/month
Pro	₹2799/user/month	₹3399/user/month
Enterprise	₹4999/user/month	₹5,999/user/month

HubSpot Sales

Website	www.hubspot.com/products/sales
Free Trial	Available
Platforms Supported	Web, Android, iPhone/iPad
Best For	Businesses of all sizes looking for an integrated CRM and sales platform offering email tracking, automation, analytics, and lead management to enhance sales performance.

Another popular sales management tool for sales managers on the list is HubSpot Sales Hub. It is designed to help businesses manage and optimize their sales processes, streamline interactions with leads and customers, and ultimately drive revenue growth. It is a great platform that allows sales managers to attract new clients as well as retain the existing ones. This sales management software allows you to attract the best leads by giving you insight into visitors visiting your company’s website. It offers features like contact management, email scheduling, deal pipeline, meeting scheduling, live chat, etc.

HubSpot Sales Hub is suitable for businesses of all sizes, from startups to enterprises, looking to improve their sales processes, enhance customer relationships, and achieve their revenue goals.

HubSpot Sales Hub Pricing Plans

Plan	Price
Free	$0
Starter	Starting at $45/month
Professional	Starting at $450/month
Enterprise	Starting at $1200/month

Keap

Website	Keap.com
Free Trial	Available
Platforms Supported	Web, Android, iPhone/iPad
Best For	Small businesses and solopreneurs seeking an all-in-one CRM and marketing automation solution to manage contacts, automate tasks, and nurture leads.

Keap, is a customer relationship management (CRM) and marketing automation software designed to assist businesses, particularly small and medium-sized enterprises, in managing their sales and marketing efforts. Keap offers a suite of tools that help streamline processes, enhance communication, and nurture leads throughout the sales cycle.

Key features of Keap include contact management, lead scoring, email marketing, automation workflows, sales pipeline management, and mobile access. The platform is focused on helping businesses organize their contacts, automate tasks, and engage with leads and customers effectively.

Get started with Keap – advanced campaign builder

Keap Pricing Plans

Plan	Price
Pro	$159/month
Max	$229/month
Max Classic	Custom Pricing

Oracle NetSuite

Website	www.netsuite.com
Free Trial	Not Available
Platforms Supported	Web, Android, iPhone/iPad
Best For	Businesses looking for a comprehensive cloud-based ERP and CRM solution to manage financials, operations, customer relationships, and sales processes.

Oracle NetSuite offers comprehensive assistance to prospects from the initial stages of lead management. Operating solely in the cloud, its core emphasis lies in providing a real-time view of customers. This involves closely monitoring buyer activity to provide timely updates on potential purchase timings and prospect dynamics, following predefined criteria. Its automated services enable efficient campaign creation, with the tool suggesting campaigns to focus on, enhancing campaign optimization. Furthermore, it supports joint-market campaigns and aids in sales forecasting, adding to its array of features.

Oracle NetSuite Pricing Plans

Oracle NetSuite offers custom pricing plans. Please contact vendors for pricing details.

Nextiva

Website	www.nextiva.com
Free Trial	Available
Platforms Supported	Web, Android, iPhone/iPad
Best For	Businesses seeking a comprehensive communication platform with VoIP phone systems, collaboration tools, CRM integration, and analytics for enhancing customer interactions and team productivity.

Focusing on communication, Nextiva enables the user to manage the whole sales team through CRM, cloud phone service, and live chat. Through their well-laid-out interface, it empowers the user to handle a sales team containing a large number of people in a single platform. Since communication is a key part of making sales, Nextiva has continued to be one of the top tools used by most of the sales team for its efficient features. This provides all details of the caller and manages the pipeline immediately after every call starts. Nextiva is also popular because of its extensive integration and cost-effectiveness.

Nextiva Pricing Plans

Plan	Yearly Price	Monthly Price
Essential	$18.95/user/month	$25.95/user/month
Professional	$22.95/user/month	$30.95/user/month
Enterprise	$32.95/user/month	$40.95/user/month

Salesloft

Website	Salesloft.com
Free Trial	Not Available
Platforms Supported	Web
Best For	Sales teams looking for a sales engagement platform with email tracking, call automation, analytics, and personalized cadences to streamline outreach and improve sales effectiveness.

Saleloft - sales management software — Top Sales Manager Software – Saleloft

SalesLoft is a dynamic sales engagement platform designed to empower sales teams with advanced tools for effective outreach and communication. The platform offers a comprehensive range of features such as email tracking and automation, call automation, cadence management, and more to enhance sales processes, optimize customer interactions, and drive better results.

The state-of-the-art Modern Revenue Workspace offered by SalesLoft serves as a centralized hub for sellers to efficiently execute digital selling tasks, engage with buyers, gain clarity on their next steps, and access valuable coaching and insights for achieving success. SalesLoft is trusted by numerous high-performing sales teams globally, including renowned names like IBM, Shopify, Square, and Cisco, all of whom leverage its capabilities to drive increased revenue.

Saleloft Pricing Plans

Saleloft offers custom pricing plans. Please get in touch with vendors for pricing details.

Workbooks

Website	www.workbooks.com
Free Trial	Available
Platforms Supported	Web, Android, iPhone/iPad
Best For	Businesses seeking a comprehensive CRM and business management solution to streamline sales, marketing, and customer service processes, with tools for automation, analytics, and collaboration.

Workbooks’ sales management tool helps in improving the efficiency of sales representatives in a significant manner. Through this tool, managing the sales team becomes a lot more simple as it offers features like real-time reporting, activity tracking, opportunity identification, and so on. Features like activity training will ensure that each lead is paid close attention to and no lead is missed or overlooked at any cost.

This also stores information about each prospect to later use for their targeted campaigning programs. Through its feature called Workbooks Enrich, it provides users with information regarding relevant prospects. This has a double-sided benefit as it helps both the user and the customer to have an exhaustive view of the nature of the business they are dealing with.

Workbooks Pricing Plans

Plan	Price
CRM	$39 per user per month billed annually
Business	$79 per user per month billed annually

Salesforce

Website	www.salesforce.com
Free Trial	Available
Platforms Supported	Web, Android, iPhone/iPad
Best For	Businesses of all sizes looking for a highly customizable and scalable CRM platform with advanced sales, marketing, customer service, and AI-powered analytics to drive growth and customer engagement.

Salesforce is one of the biggest names in CRM, giving businesses everything they need to manage customers, sales, and marketing in one place. What makes it special are its powerful tools like advanced analytics, sales forecasting, and endless customization options, which are perfect for big and complex organizations. It’s highly scalable, so it grows with your business. With Salesforce, companies get a full 360-degree view of their customers, helping them track, capture, and nurture leads to close more deals successfully.

Salesforce Pricing Plans:

Plan	Price (per user/month, billed annually)
Starter	$25
Professional	$80
Enterprise	$165
Unlimited	$330
Unlimited+	$500

Conclusion

The above-mentioned sale management tools have been in the market for a while now, leading businesses through paths of success. They have all helped in breaking the traditional walls of sales management by bringing automation and customization into the picture. The choice of the right tool is always the key factor in making the best out of these available services and making a positive impact on the business. It will depend on various factors like size, budget, and requirements of the company.

FAQs

What is sales management software?

Sales management software is a solutions designed to assist sales teams in organizing, automating, and optimizing their sales processes to enhance efficiency and effectiveness.

What are the best tools for sales managers?

The following are some of the popular tools for sales managers:

Pipedrive
Clari
Zendesk Sell
Freshsales
HubSpot Sales
Keap
Oracle NetSuite
Nextiva
Salesloft
Workbooks

What is a sale strategy?

It refers to a strategy used by the sales team to position and sell products or
A sales strategy is a well-defined plan outlining the approach, tactics, and actions a business takes to achieve its sales goals and objectives.

Why should businesses use sales management software?

Sales management software streamline sales activities, improve customer interactions, and provide valuable insights, leading to increased productivity, better sales outcomes, and enhanced customer relationships.

What is the role of sales management?

Sales management refers to the planning, implementing, and controlling of sales of a company’s products or services. It also involves recruiting and training the sales team members.

How do these tools help in managing leads?

Sales management tools help in lead management by centralizing lead information, tracking interactions, assigning tasks, and nurturing leads through personalized communication and automated follow-ups.

How do I choose the right sales management tool for my business?

Consider factors like your business size, sales process complexity, integration needs, budget, and user-friendly interface when selecting a sales management tool.

September 10, 2025

Top CRM Tools & Customer Relationship Management Tools for Startups and Businesses in 2025

Customers are an important aspect of any business, and it’s a crucial task to maintain a good customer relationship. Customer Relationship Management (CRM) is a system or software that helps businesses manage and analyze customer interactions and data throughout the customer lifecycle. The goal of CRM is to improve business relationships with customers, help in customer retention, and drive sales growth.

CRM tools are used to store and manage customer data, track customer interactions and interactions, and provide actionable insights to help businesses improve their customer relationships. This can include information about customers’ past purchases, their preferences and behaviors, and any interactions with customer service representatives.

CRM tools can also include tools for automating and streamlining business processes, such as sales forecasting, marketing campaigns, and lead management. By using a CRM system, businesses can more effectively target and personalize their marketing efforts, as well as improve their customer service and support. As CRM is an essential part of any business, here are the top Customer Relationship Management tools for businesses.

5 Best CRM software

The Best Customer Relationship Management (CRM) Tools for Businesses:

Here is the list of top CRM software tools to fulfill various business needs in 2025:

S.No	CRM Software	Key Features	Pricing
1	Zoho CRM Software	Lead management, workflow automation, AI-driven insights	Starts at ₹800/user/month
2	Hubspot CRM	Free CRM, marketing automation, email tracking	Free plan; Paid starts at $20/user/month
3	Salesforce CRM	Highly customizable, AI (Einstein), sales forecasting	Starts at $25/user/month
4	Pipedrive	Sales pipeline visualization, automation, reporting	Starts at $14.90/user/month
5	Creatio CRM	Low-code customization, sales + marketing + service automation	Custom pricing (on request)
6	Freshsales	Built-in phone & email, AI insights, workflow automation	Free plan; Paid starts at ₹999/user/month
7	vCITA	Appointment scheduling, invoicing, client management	Starts at $29/month
8	EngageBay	All-in-one CRM, email marketing, helpdesk	Free plan; Paid starts at $12.74/user/month
9	Zendesk	Customer support, ticketing, omnichannel engagement	Starts at $19/agent/month
10	Apptivo	IT financial management, cost transparency, budgeting	Custom pricing (enterprise)

Zoho CRM Software

Rating	4/5
Mobile Access	Android and iOS
Free Trial	30 Days

Zoho Customer Relationship Management Tools

Zoho CRM is a cloud-based Customer Relationship Management tool, known for empowering organizations with a complete customer relationship lifecycle management solution. It is workable for both small and large businesses. It also comes with a free trial version. This CRM tool is extremely customizable, and smoothly runs with all other apps. The other app features include lead generation and qualification, pipeline analysis, competitive analysis, a single database, offers parent-child relationships between customer accounts and their subsidiaries, creating forms with no coding, uploading forms live instantly, etc.

Pricing Details of Zoho CRM:

There is a free edition and four paid plans, i.e, Standard, Professional, Enterprise, and Ultimate.

Standard	Rs.800/month, billed annually
Professional	Rs.1,400/month, billed annually
Enterprise	Rs.2,400/month, billed annually
Ultimate	Rs.2,600/month, billed annually

Hubspot CRM

Rating	4.4/5
Mobile Access	Android and iOS
Free Trial	14 Days

Hubspot CRM was the winner of the Expert Choice award in 2018, due to its top-class CRM services. It is built as a platform that allows the sales team to get started quickly without making much of changes in their existing workflow.

It is very helpful in creating beautiful contact and company profiles, by keeping a neat organization of every detail from the customer’s communication that has a connection with the company. The features include customizing views, website integration, social media, CRM details, email connections, phone integration, deal and task board, etc.

Pricing Details of HubSpot CRM:

There is a free edition and four paid plans, i.e, Starter, Basic, Professional, and Enterprise.

Starter	$50/month
Basic	$200/month
Professional	$800/month
Enterprise	$2400/month

Salesforce CRM

Rating	4.3/5
Mobile Access	Android and iOS
Free Trial	14-30 days

Salesforce CRM is a cloud-based customer relationship management software platform that helps businesses manage and track customer interactions, sales, and marketing efforts.

The features include account and contact management, lead management, sales forecasting, contact manager, file sharing, campaign influence, calendar, case management, lightning speed solutions, and much more.

The platform also offers a range of customizable tools for customer service, analytics, and collaboration. Salesforce CRM can be used by businesses of all sizes and industries, and it is available in various subscription plans to meet the needs of different organizations.

Pricing Details of Salesforce CRM:

The CRM tool has a Free trial and four paid packages i.e, Lightning Essentials($25/user/month), Lightning Professional ($75/user/month), Lightning Enterprise($150/user/month), and Lightning Unlimited ($300 /user/month).

Lightning Essentials	$25/month
Lightning Professional	$75/month
Lightning Enterprise	$150/month
Lightning Unlimited	$300/month

Pipedrive

Rating	4.2/5
Mobile Access	Android and iOS
Free Trial	30 days

Pipedrive is the winner of the Expert’s Choice Award 2018. It is listed under the top customer relationship management (CRM) tools designed to help businesses manage and track their sales and customer interactions.

The website is built for salespeople and hardcore web app developers. It is a very friendly CRM platform and can be fully mobile-optimized, and can easily integrates its Google Calendar, Google Contacts, and other Google apps.

It offers a range of features such as lead and opportunity management, pipeline visualization, task and calendar management, goal setting, contact history, and integration with other tools such as email and social media.

With Pipedrive, users can create and manage deals, track customer interactions, set reminders and deadlines, and analyze sales performance. It also allows users to customize the CRM system to fit their specific business needs and workflow.

Pricing Details of the Pipedrive CRM Tool:

This tool offers a 14-day free trial and has three best packages, i.e, Essential($9.90/user/month), Advanced ($19.90/user/month), and Professional ($39.90/user/month) when billed annually.

Essential	$9.90/month
Advanced	$19.90/month
Professional	$39.90/month

Creatio CRM

Rating	4.6/5
Mobile Access	Android and iOS
Free Trial	14 days

The Creatio CRM tool is known for being an out-of-the-box customer relationship management (CRM) tool that helps streamline company processes, boost employee productivity, and also to organize CRM data. There are several modules available: Marketing Creatio, Sales Creatio, and Service Creatio, where each module has specialized tools for specific departments.

The features include customer data management, system integration, lead management, time management, sales management tools, communication tools, sales management features, document management compatible with MS Word, knowledge management offline, etc.

Pricing Details of Creatio CRM Software:

The tool offers 14 14-day free trial. And, its pricing plan is divided into three sections: Sales (an end-to-end platform to automate sales processes of any type with no-code), Marketing (a ready-to-use platform to automate marketing campaigns and lead management workflows with no-code), and Service Module (an omnichannel platform to automate customer service workflows of any complexity with no-code). Pricing details for each module are given below:

Sales Module Pricing:

Team	$30/month
Commerce	$35/month
Enterprise	$60/month

Service Module Pricing:

Customer Center	$45/month
Service Enterprise	$60/month

Marketing Pricing Module: Custom Plan

Freshsales

Rating	4.6/5
Mobile Access	Android and iOS
Free Trial	21 days

Freshsales is the winner of the Great User Experience Award 2017. It is listed as a high-quality CRM software tool that is designed for high-velocity teams to keep track of contacts and also solve their inquiries.

It offers a wide range of features, including contact details, communication history, and notes about interactions with customers. It also includes a range of sales and marketing tools, such as lead capture forms, email campaigns, and automated workflows to help businesses manage their sales pipelines and nurture leads.

In addition to its sales and marketing capabilities, Freshsales also offers a range of customer support tools, including a ticketing system and a live chat feature, to help businesses provide timely and efficient support to their customers.

Overall, Freshsales is a comprehensive CRM platform that can help businesses manage and grow their customer relationships by providing a central hub for storing and organizing customer data and communication, as well as a range of tools to support sales, marketing, and customer support efforts.

Pricing Details of Freshsales CRM Software:

The tool offers a free trial for 21 days. Other pricing plans include Growth, Pro, and Enterprise.

Growth	Rs 999/month, billed annually
Pro	Rs 2,799/month, billed annually
Enterprise	Rs 4,999/month, billed annually

vCITA

Rating	4.4/5
Mobile Access	Android and iOS
Free Trial	14 days

vCITA is a customer relationship management (CRM) tool that helps small businesses and freelancers manage their customer interactions and schedule appointments. It is used by professionals such as lawyers, accountants, fitness trainers, photographers, and more. It provides a range of features designed to streamline and automate various aspects of customer management, including appointment scheduling, invoicing, client communication, and task management.

Overall, vCITA is a comprehensive CRM software that can help small businesses automate their customer management processes.

Pricing Details of vCITA CRM Software:

The tool offers a 14-day free trial and has three pricing tools: Essentials ($19/month), Business ($45/month), and Platinum ($75/month).

Essentials	$19/month, billed annually
Business	$45/month, billed annually
Platinum	$75/month, billed annually

EngageBay

Rating	4.6/5
Mobile Access	Android and iOS
Free Trial	For 15 Users

EngageBay is a customer relationship management (CRM) platform that helps businesses manage and organize their customer interactions and data by integrating sales, marketing, and service activities in one place. Its primary purpose is to generate leads and get loyal supporters. The features include sales and marketing automation. contact management, Facebook Ads, analytics, ticket management, email marketing, social media management, live chats, lead generation and nurturing, customer service and support, and analytics and reporting.

Introduction to EngageBay CRM platform

Pricing Details of EngageBay CRM Software:

EngageBay offers a free trial and three paid plans: a basic, growth, and a Pro plan.

Basic	$11.95/month, billed annually
Growth	$45.99/month, billed annually
Pro	$73.59/month, billed annually

Zendesk

Rating	4.3/5
Mobile Access	Android and iOS
Free Trial	14 Days

Zendesk is a customer service-focused CRM designed to make customer support simple and efficient. It offers an advanced ticketing system with automated routing and SLAs, self-service portals where customers can find answers on their own, and AI-powered bots that handle routine queries. Businesses can also use their analytics and customizable dashboards to track performance and gain insights. Plus, Zendesk integrates easily with popular tools like Salesforce, Shopify, and Slack, making it a complete solution for customer support and sales automation.

Pricing of Zendesk CRM Software:

Suite Team	$19/agent/month, billed annually
Suite Growth	$55/agent/month, billed annually
Suite Pro	$115/agent/month, billed annually

Apptivo

Rating	4.4/5
Mobile Access	Web-based (Cloud)
Free Trial	Not Available

Apptio - CRM platform — Apptio – CRM platform

Apptio may not be as well-known as Zoho or Salesforce, but it works just as well and offers users plenty of flexibility at a lower price. It brought together useful apps like Office 365, G Suite, Dropbox, and PayPal in one place, making it easier to manage everything. A free version was available for up to 3 users, while paid plans started from just $8 a month. People could use Apptivo on Mac, Windows, mobile phones, or directly on the web, and 24/7 online support was also provided to help whenever needed.

Pricing of Apptivo CRM Software

Plan	Pricing
Costing Essentials	~$80,040/year for managing up to $25M in IT spend
Costing Standard	~$110,040/year for managing up to $25M in IT spend

Conclusion

Choosing the right CRM software can make a huge difference in how efficiently your business manages customer relationships, sales, and support. Each tool has its strengths; some excel in automation, others in customization or affordability. By understanding your business needs, team size, and budget, you can pick a CRM that not only organizes your customer data but also drives growth, improves customer satisfaction, and saves time. Investing in the right CRM is a strategic move that invests in the long-term success of your business.

FAQs

What is CRM?

CRM stands for “Customer Relationship Management” and refers to all strategies, techniques, tools, and technologies used by enterprises for developing, retaining, and acquiring customers.

What are the best customer relationship management (CRM) software platform in 2025?

The Top-Rated CRM software product for 2025 includes:

Zoho CRM
Hubspot CRM
Salesforce CRM
Pipedrive
Creatio CRM
Freshsales
vCITA
EngageBay

How much does a CRM system cost?

Most CRM tools range from $10 up to hundreds of dollars per user per month. The more expensive plans usually have much more advanced features and increased access to customer support.

What are the 4 pillars of CRM?

Workforce, Strategy, Processes and Technology constitute the four pillars of CRM.

What is a CRM framework?

The customer relationship management framework is the way in which companies manage their customers.

Should I consider a free CRM tool?

If you have a small business with basic customer relationship management needs, a free CRM may be sufficient. However, if you have a larger business with more complex customer relationship management requirements, a paid CRM with more advanced features and support may be a better choice.

What other tools integrate with CRM software?

There are a wide variety of tools that can integrate with CRM software to enhance its functionality and enable businesses to more effectively manage their customer relationships. Some examples of tools that commonly integrate with CRM software include marketing automation, project management, social media, email marketing, financial tools, customer service, and support tools.

August 21, 2025

Top 14 Workflow Automation Software Tools To Use

Today we have the tools and technology for everything, whether it’s for business meetings, day-to-day tasks or even managing complicated business processes. And that’s done with workflow automation tools that will make the business processes a lot easier to manage for you.

Workflow automation is a technology that streamlines repetitive and time-consuming tasks, making work processes more efficient and productive. With the increasing demand for efficiency and productivity, workflow automation tools have become indispensable in streamlining tasks and processes, freeing up employees’ time to focus on more strategic work.

Some examples of workflow automation processes are given below:

Generating personalized reports monthly and sending them to a predetermined set of people.
Automating the employee onboarding journey, from recruitment to sending welcome messages and distributing forms for new hires.
Creating task assignments and setting reminders for due dates.

The right workflow automation software tools can help your team speed progress across tasks and projects and may even include built-in analytics to help you pinpoint inefficiencies. Most workflow automation tools provide a visual aspect where you can build workflows without coding or a lot of technical knowledge. Drag-and-drop, form, or flow chart setups make this software a great fit for marketers, salespeople, medical and industrial workers, and even educators. Many vendors also offer flexible customizations for small businesses and unique processes.

Automated Workflow Overview

You might be wondering how exactly workflow automation tools works. So, whenever a form is filled, user action is taken or any internal signal is given, this automated workflow tool transforms the whole data as per your instructions. This saves a great amount of your time by simplifying redundant and lengthy work. But, here’s a catch. What’s the best-automated workflow tool? To get the answer to that, you need to be clear about your preferences. Like, you need a tool that will help your team speed up and also, include built-in analytics in it.

The market is flooded with a wide range of workflow automation tools, making it difficult to choose the right one for your business. This blog aims to provide an updated overview of the best workflow automation tools for 2023, highlighting their key features, benefits, and pricing. Whether you’re a small business looking to automate your sales process or a large enterprise seeking a comprehensive workflow automation solution, this blog will help you find the best tool for your needs.

Best Workflow Automation Software Tools:

These 14 excellent workflow automation tools come with a visual aspect, to spare you from any coding or technical work and simply build the workflow. So, let’s check them out!

ProcessMaker
Integrify
Kissflow Workflow
Nintex
Flokzu
Quixy
ClickUp
Pipedrive
ProofHub
Wrike
Snov.io
Zapier
Comindware Tracker
Smartsheet

ProcessMaker

Website	www.processmaker.com
Rating	4.5/5
Free Trial	Available
Platforms Supported	Web, Android, iPhone/iPad
Best For	Easy to use low code workflow automation tool with great price point

Topping our list, here is ProcessMaker which is an open-source workflow automation tool with minimal coding. The handling is pretty easy and helps you build approval-based workflows. The whole system of ProcessMaker is based on WYSIWYG, which stands for what-you-see-is-what-you-get, to help the user manage any industry. Plus, you get API access for the developers that help them customize the large organization and entangled processes.

Features of ProcessMaker

Visual interface that allows you to easily create and manage workflows.
Provides a powerful business rules engine to automate complex processes.
It helps you to assign tasks, set deadlines, and track progress in real-time.
It has the ability to manage cases and track their progress from start to finish.
Provides a centralized repository for documents and forms to support the workflow process.
Variety of process modeling techniques, such as flow charts, decision trees, and state diagrams.

Pros:

User guides and automation
API-access
Robust form builder
Configurable dashboard
Detailed reports and analytics

Cons:

Not interactive user interface
Poor support

Pricing Plan:

Plan	Pricing
Standard	$1,495/user/month
Enterprise	$2,479/user/month
Custom	Custom Price

Integrify

Website	www.integrify.com
Rating	4.6/5
Free Trial	Available
Platforms Supported	Web
Best For	Businesses with complex automation requirements

Next is Integrify, an automated low-code workflow management tool that adopts a service-based approach, and comes with assistance and consulting in process improvement. Integrify enables organizations to transform manual processes into intuitive user applications. This software is built to ease up your workflow and has a drag-and-drop editor as well.

Integrify is affirmative with its service-oriented model and its website includes examples for workflow and a guide for users, to begin with.

Features of Integrify

Process builder that helps to design the workflow with visual drag and drop functionality.
It supports the creation and management of tasks, including task assignments, due dates, and approvals.
Helps to create custom forms for data collection and storage, with options for data validation, formatting, and reporting.
Provides a custom portal to empower the users to track the progress of workflow.
Automatically sends email notifications to participants when tasks are assigned, or completed, or when a workflow has been triggered.
It allows you to add custom rules and conditions to workflows to meet specific business requirements.

Pros:

Custom Self-Service Portal
API integration
Single sign-on
Free process templates
Customizable reports
Live chat support

Cons:

Complicated user interface
Pricing is not disclosed

Pricing Plan

Integrify offers custom pricing plan, you can directly contact vendor to get a price quote.

Kissflow Workflow

Website	Kissflow.com
Rating	3.9/5
Free Trial	Available
Platforms Supported	Web, Android, iPhone/iPad
Best For	Simple yet powerful workflow automation tool

Kissflow - End to End Workflow Software — Kissflow – End to End Workflow Software

Being an amazing cloud-based service platform, Kissflow supports both structured workflows (process/bpm) and unstructured workflows (case management). It helps user to create automated processes, task boards, cash flows with no coding requirements. It works pretty easily in comparison to other workflow automation tools. And rather than using the BPMN 2.0 notation, the Kissflow Workflow includes an intuitive visual builder that doesn’t need any expertise and comes with very easy handling.

Moreover, it offers a visual interface along with drag-and-drop features that help the users to build logic-based forms and pre-populated fields. Plus, you’ll get access to user management, ad-hoc reports, KPIs, and dashboards.

Features of Kissflow Workflow

It supports complex and multi-step workflows with different types of tasks such as approvals, comments, forms, and document uploads.
It can create and customize forms that can be used as a part of the workflow process.
Automatically assigns tasks to the relevant stakeholders based on predefined rules and conditions.
Offers a library of pre-built templates that can be customized according to the needs.
Provides real-time updates and status on tasks to ensure that everyone is aware of the progress of a workflow.
It provides collaboration tools such as comments, notifications, and in-app messaging to improve communication.

Pros:

Kissflow academy to learn process building
Proper documentation
Workflow testing environment
Mobile access
Advanced Reporting
User-friendly interface

Cons:

Hard to export reports to personal email
Doesn’t have copy/paste functionality

Pricing Plan:

Plan	Pricing
Small Business	$18/user/month
Corporate	$20/user/month
Enterprise	Custom Price

Nintex

Website	www.nintex.com
Rating	4.1/5
Free Trial	Available
Platforms Supported	Web
Best For	Businesses needing a powerful and scalable platform

When you’re looking for an intelligent automated workflow tool, Nintex is your holy grail! It comes with the process of collaboration as well as content management systems, which only makes it the best choice. Nintex optimizes processes and provides seamless collaboration for team members and integrated content. All these features help the users to streamline workflow processes with total ease. Plus, the pricing is very affordable and works for all: small, medium, and large businesses.

Features of Nintex

Provides a visual representation of the workflow process to manage it efficiently.
Advanced automation capabilities such as looping, conditional branching, and dynamic data extraction.
User-friendly interface that enables you to create workflows by dragging and dropping tasks onto a canvas.
It helps in creating, customizing, and publishing forms for data collection and data management.
Powerful reporting and analytics capabilities to monitor workflow performance and optimize processes.
It helps to manage and monitor end-to-end processes, process tracking, reporting, and analysis.

Pros:

Free trial is available
Workflow generator
The mobile app is available
Document repository
RPA Botflow to automate task
Live chat support
Pre-built process map and workflow

Cons:

Limited integration option
Lack of learning resources
Pricing is little bit higher

Pricing Plan

Nintex offers custom pricing plan, you can directly contact vendor to get a price quote.

Flokzu

Website	www.flokzu.com
Rating	4.8/5
Free Trial	Available
Platforms Supported	Web
Best For	Easy to use and affordable workflow automation platform

Flokzu is a cloud-based business workflow management and automation software designed to help organizations automate and streamline their processes. It offers features such as document management, workflow management, task management, and reporting, among others. It aims to help organizations to improve their productivity, reduce manual errors and make decision making easier. If you need help getting your workflow set up, Flokzu offers a range of templates for inspiration. The platform’s user-friendly design, customizable forms and analytics abilities enable users to set up, track and manage all their business processes and workflows.

Features of Flokzu

Provides you with the ability to control who can access and edit specific parts of the workflow process.
You can create custom forms to capture data, information, and documents relevant to the workflow process.
It helps to assign tasks, set due dates, and monitor task status in real time.
Sends automatic notifications and reminders to help you stay on track with your workflow tasks.
It allows you to upload, store, and manage all your business-critical documents in one place.
Facilitates collaboration between team members and allows them to share documents, communicate, and provide feedback on tasks.

Pros:

Seamless integration with more than 100 platform
Custom reports
Affordable rate
Email notification
Easy team management
Excellent live chat support and WhatsApp support
Easy-to-use interface

Cons:

Doesn’t allow to use the product as white-label

Pricing Plan

Plan	Yearly Price	Monthly Price
PoC Plan	$50/month	$50/month
Standard	$14/month	$14/month
Premium	$20/month	$21/month
Enterprise	Custom plans	Custom plans

Quixy

Website	Quixy.com
Rating	4.6/5
Free Trial	Available
Platforms Supported	Web, Android, iPhone/iPad
Best For	Building enterprise-level applications using several integrations

Quixy, a cloud-based no-code workflow automation software, can help streamline processes. By using it, you can streamline your workflows and build enterprise-level applications customized to meet your company’s needs. This software features an easy-to-use drag-and-drop application builder that can help you create custom applications in just five steps. This automation software offers 3000+ Zapier integrations, and it can be integrated with any external application using API integration.

Features of Quixy

It sends notifications to relevant users when a task is approved or rejected for efficient task management.
It enables you to create dynamic forms for data collection and approval processes.
Customizable workflows to meet specific business requirements, such as the addition of custom fields, business rules, and approval processes.
Helps to monitor and evaluate the performance of workflows.
Integration with other tools such as Google Drive, Salesforce, and Slack.

Pros:

14-day free trial
The mobile app is available
40+ charts and report
Configurable dashboard
Quixy Academy course to help you learn the software
Live chat support
Multi-factor authentication

Cons:

Poor user interface

Pricing Plan

Plan	Yearly Price
Solution	Custom Price
Platform	$20/user/month, billed annually
Enterprise	Custom Price

ClickUp

Website	Clickup.com
Rating	4.7/5
Free Trial	Available
Platforms Supported	Web, Android, iPhone/iPad
Best For	Teams that want to work smarter and more efficiently on a masterfully intuitive platform

ClickUp is well-rounded project management software that includes all sorts of functionalities for your business such as time management, process, and task. It also includes mind maps that help you plan projects and tasks easily. You can create your to-do list, sub-items, and all kinds of checklists here.

With ClickUp, you can streamline repetitive tasks and establish effective procedures. This tool offers customizable process templates to suit your individual tasks and business requirements. It can be used to automatically assign tasks, post comments, alter statuses, and many other actions. Furthermore, ClickUp integrates with external applications such as Dropbox, Slack, Bugsnag and GitHub.

Features of ClickUp

Set up approval workflows to streamline the decision-making process and keep track of approvals.
Automatically assign, prioritize, and categorize tasks based on user-defined rules and triggers.
Custom field creation to store additional information about tasks and use them in automation rules.
You can create approval workflows that automatically send tasks for approval when a certain condition is met.
Custom notifications to automatically inform team members of task updates, deadlines, and other important events.
Prebuilt templates to quickly and easily create new workflows.

Pros:

User-friendly interface
Mobile app is available
100+ integration options
Real-time reporting
Free training is available
Pre Built templates
ClickUp university
Free forever plan is available

Cons:

Little bit confusing to customize
Mobile app is clunky

Pricing Plan

Plan	Yearly Price	Monthly Price
Foreever Free	$0/month	$0/month
Unlimited	$5/month	$99/month
Business	$12/month	$19/month
Business Plus	$19/month	$29/month
Enterprise	Custom plans	Custom plans

Start Using ClickUp Now

Pipedrive

Website	www.pipedrive.com
Rating	4.5/5
Free Trial	Available
Platforms Supported	Web, Android, iPhone/iPad
Best For	Simple, yet powerful workflow automation tool

Another easy-to-use workflow automation platform is Pipedrive, which comes with various amazing features. This pipeline management platform makes it very easy to manage and keep track of your sales effort using a drag-and-drop sales pipeline.

Also, it makes the importing and exporting of data very easy from CRM software to Pipedrive. It helps you add data about deals, notes, leads products, activities, and others.

You can get sales leads transferred directly, from the custom chatbots and web forms to your pipeline.

Features of Pipedrive

You can set up automated email campaigns that can be triggered based on specific actions or conditions.
Provides an intuitive deal-tracking system that allows users to monitor the progress of each deal.
It offers a range of customizable workflows that can be customized to meet the specific needs of businesses.
Provides an accurate sales forecasting feature that helps you to predict future sales.
It allows you to keep track of your daily tasks and prioritize them efficiently.
Reporting and analytics to track the performance of the sales and marketing efforts.

Pros:

14-day free trial
Automated personalized emails
Range of integration option
Knowledge base
Training videos and learning resources
Excellent support

Cons:

Doesn’t have an email sequence functionality
Some add-ons are paid

Pricing Plan

Plan	Yearly Price (Save up to 17%)	Monthly Price
Essential	$9.90/month	$11.90/month
Advanced	$19.90/month	$24.90/month
Professional	$39.90/month	$49.90/month
Enterprise	$59.90/month	$74.90/month

Try Pipedrive Now

ProofHub

Website	www.proofhub.com
Rating	4.5/5
Free Trial	Available
Platforms Supported	Web, Android, iPhone/iPad
Best For	Create easy and effective workflows

If you are searching for a flexible workflow management tool, ProofHub is the perfect choice for you. It’s an intuitive project management software that makes the work of project managers as well as teams, super flexible. And this makes it one of the most versatile software solutions that exist for workflow management.

ProofHub comes with tons of amazing features such as Gantt, discussion, chat, Kanban boards, custom workflow, measuring progress, online proofing, task management, time tracking, and many more.

But the best thing about ProofHub is that it runs for all kinds of businesses or teams. This simply means that it doesn’t matter whether you are a small business or a large enterprise, ProofHub will work fluently for both.

Features of ProofHub

Gives the option to customize roles and permissions for team members to control access to projects and tasks.
It offers a centralized repository for storing and managing project files and documents.
It helps in creating, assigning, tracking, and completing tasks easily.
Provides a centralized platform for team members to collaborate and communicate effectively.
Offers Gantt Charts for the visual representation of project timeline, dependencies, and progress.
Enables you to automate tasks, processes, and workflows to save time and increase efficiency.

Pros:

14-day free trial
Templates are available
Custom workflow
Huge range of integration
API Access
Custom reports
IOS and Android app is available

Cons:

Clunky user interface

Pricing Plan

Plan	Yearly Price	Monthly Price
Essential	$45/month	$50/month
Ultimate Control	$89/month	$99/month

Wrike

Website	www.wrike.com
Rating	4.3/5
Free Trial	Available
Platforms Supported	Web, Android, iPhone/iPad
Best For	Enhancing workflow driven by a powerful automation engine

Wrike is a reliable work management platform that provides powerful workflow optimization capabilities. The automation engine automates daily business operations, eliminating tedious tasks and saving time.

Wrike has integration capabilities with more than 400 cloud and on-premises applications, including, but not limited to, CRM programs, emails, chat, file storage systems, and business intelligence solutions.

Being a fast-growing private corporation, Wrike comprises thousands of new customers on board every year and has stable annual growth. In fact, this software is so popular that it has worldwide customers, including some famous brands as well such as PayPal, Citrix, Hootsuite, Hubspot, and many more.

Features of Wrike

You can track time spent on tasks and projects, and generate reports to help with budgeting and invoicing.
Wrike integrates with a variety of third-party tools including Zoom, Slack, and HubSpot.
In-depth reporting and analytics to help you understand how your team is performing and identify areas for improvement.
It allows you to manage tasks, assign responsibilities, and track progress from one central location.
You can create projects, set deadlines, and track progress with real-time updates.
It allows you to add custom fields to tasks and projects to capture additional information that’s important to your team.

Pros:

400+ integration options
Help Center to learn
Mobile app is available
Different templates are available
API Access
Free plan is available

Cons:

Gantt chart is average
Interface is clunky

Pricing Plan

Plan	Monthly Price
Free	$0/month
Team	$9.80/month
Business	$24.80/month
Enterprise	Custom Price
Pinnacle	Custom Price

Snov.io

Website	Snov.io
Rating	4.5/5
Free Trial	Available
Platforms Supported	Web
Best For	Providing automated workflow capabilities to meet your CRM and marketing needs

Those in the B2B Saas industry are quite familiar with the functionality of Snov.io, which is an outreach automation platform, comes with features like lead generation, email sending and tracking, deal management, and email verification. This software makes it very handy to scale the outreach process through personalized triggered email drip and enhance your conversions. Plus, it helps you in assisting your team in functions like verifying contacts, finding more leads, automating cold outreach, and tracking your lead’s progress.

In addition to this, Snov.io offers a free CRM that comes with the purpose of building custom pipelines, growing revenue without over-expenditure, and managing deals. The user can simply sync their data with more than 2,000 sales and marketing tools to gain complete control of workflow automation applications.

Features of Snov.io

Provides a suite of automation tools to help streamline your workflow, including autoresponders, triggered emails, and more.
It allows you to schedule your email campaigns in advance, so you can focus on other tasks while your campaigns are running.
Provides a platform to create and automate email campaigns, which can be used to reach out to potential leads and prospects.
It offers a comprehensive lead generation tool to help you find and collect the contact information of potential leads.
It ensures that your email list is accurate by verifying each email address.
It tracks all your emails, including open and click-through rates.

Pros:

Integration with over 5000+ tools
Live chat support
Chrome extension is available
Huge learning resources
Free plan is available
API Access

Cons:

Sometimes Email verifier takes more time to load

Pricing Plan

Plan	Monthly Price	Yearly Price (Save 25%)
Trial	$0/month	$0/month
Starter	$39/month	$30/month
Pro	$99/month	$75/month
Custom	Starts at $999/month	Starts at $999/month

Try Svov.io for FREE

Zapier

Website	Zapier.com
Rating	4.7/5
Free Trial	Available
Platforms Supported	Web
Best For	Building entire workflows using several integrations

Zapier is amazing workflow automation software with a simple interface and easy app connections that works great for marketing and project management users. A few years back, in 2016, Zapier came up with multi-step Zaps that enhanced its functioning and allowed users to create complete workflows through more than 500 integrations, from project management to email marketing. The primary advantage of using Zapier is its ability to integrate with virtually any application from email marketing and document sharing to social media and project management at no cost. Zapier offers a “free forever” plan that gives access to ongoing applications and 100 tasks per month.

Features of Zapier

It can trigger workflows based on specific events, such as a new email in Gmail, a new task in Trello, or a new lead in Salesforce.
It has a simple, drag-and-drop interface that makes it easy for anyone to automate workflows.
It allows you to create custom actions that can be triggered by events or by manual intervention.
Enables you to build multi-step workflows that can run automatically based on triggers.
It has pre-built action templates that can be customized to meet specific needs.
Easily integrates with task management apps like Trello and Asana to automate the creation of tasks and tickets.

Pros:

Automation across 5000+ apps
Multi-step workflow
Easy-to-use interface
Zapier university to learn
Free forever plan is available
Free trial on paid plans
Live chat support

Cons:

Steep learning curve

Pricing Plan

Plan	Monthly Price
Starter	$29.99/month
Professional	$73.50/month
Team	$448.50/month
Company	Custom Plans

Comindware Tracker

Website	www.cmwlab.com
Rating	4.5/5
Free Trial	Available
Platforms Supported	Web
Best For	Non-technical users to design, run and modify processes

Comindware Tracker or CMW Tracker is a cloud-based workflow tool designed to connect people, data, and processes to streamline everyday business operations without the need for coding. This solution offers comprehensive features for approval and change management, customer request management, and issue tracking.

CMW Tracker is widely famous among e-commerce businesses and educational facilities for its low-code requirements for functioning. The document and task-based workflow of Comindware Tracker are specifically designed for those business processes which are less served by structured systems.

You can easily transfer workflow from desktop to mobile and the drag-and-drop builder comes with an outlook/excel aesthetic that allows smooth onboarding.

Plus, its cloud and on-premise deployment features make it a safe and secure option for financial and highly-regulated medical organizations.

Features of Comindware Tracker

You can deploy this software on the cloud or on-premise based on your choice.
It allows you to create custom workflows to match your specific business needs and processes.
Document management system that allows you to store and manage documents in one central location.
Provides a centralized platform for managing tasks and projects, with features such as task delegation, reminders, and prioritization.
Real-time reports and analytics to track progress and make informed decisions.
Enables teams to collaborate in real-time, regardless of location to manage projects and tasks.

Pros:

Live chat support
Reporting and analytics
Configurable web forms
Trial is available
Graphical workflow builder

Cons:

Pricing is not disclosed
Limited learning resources
Poor UI/UX

Pricing Plan

CMW Tracker offers custom pricing plan, you can directly contact vendor to get a price quote.

Smartsheet

Website	www.smartsheet.com
Rating	4.5/5
Free Trial	Available
Platforms Supported	Web, Android, iPhone/iPad
Best For	Easy-to-use workflow automation interface

Smartsheet is a super easy and user-friendly work performance and collaboration platform that is based on the idea of an excel spreadsheet interface. Smartsheet has rapidly become a favorite business app for businesses due to its user-friendly interface, as well as its abilities to share files, generate Gantt charts, and automate workflows. It makes team planning, project management, and tracking very easy and quick. This tool helps you explore various automated actions and situations in a single workflow, as per your preferences.

Moreover, Smartsheet keeps reminding the team members of tracking and setting up the work on time. And not just this, you can also automate the update of work status and streamline the approval process.

Features of Smartsheet

Feature to share and collaborate on projects in real-time with team members.
Automates repetitive tasks and helps streamline work processes, reduce errors, and improve productivity.
Helps to keep track of assignments, deadlines, and progress.
Provides customizable templates for various types of projects and workflows, making it easier to get started.
Provides custom formulas and functions to help you automate complex tasks and perform complex calculations.
Ability to create custom forms for data collection and input.

Pros:

Wide range of integration
IOS and android app is available
Custom notification rules
Learning Center resources
Smartsheet university for e-learning
Free plan is available
Affordable rate
Live chat support

Cons:

Limited customizable dashboard and charts
It lags sometimes when sheet data is increased

Pricing Plan

Plan	Monthly Price	Yearly Price
Free	$0/month	$0/month
Pro	$9/month	$7/month
Business	$32/month	$25/month
Enterprise	Custom Price	Custom Price

Conclusion

Surely, the workflow automation tool makes your work management pretty smooth and productive. It includes all kinds of features needed for you to customize the workspace and handle every task and update with total ease. And in this article, you’ll surely get great help in deciding which workflow automation tool will work best for you.

FAQs

What is workflow automation tool?

Workflow automation tool is a software solution designed to automate repetitive and time-consuming tasks, streamlining work processes and improving efficiency and productivity.

What are the benefits of using workflow automation tools?

Workflow automation tools can increase efficiency and productivity by streamlining repetitive and time-consuming tasks, freeing up employees’ time to focus on more strategic work. They can also reduce manual errors, improve collaboration, and provide real-time visibility into work processes, allowing for better decision making and increased operational agility.

How to choose the best workflow automation tool?

To choose the best workflow automation tool, consider your specific needs and requirements, such as the types of tasks and processes you need to automate, your budget, and the size of your organization. Also, consider the tool’s ease of use, scalability, integration capabilities, and security features, and compare it to the offerings of other workflow automation tools to ensure you find the best solution for your business.

What are the key features of a good workflow automation tool?

A good workflow automation tool should have an intuitive interface, flexible and customizable workflows, integrations with other tools, and robust reporting and analytics capabilities. It should also be scalable, secure, and easy to use.

What is the need workflow automation software?

Workflow automation software is needed to increase efficiency, reduce manual errors, and streamline repetitive and time-consuming tasks in organizations. It can help organizations keep pace with the fast-paced business world, allowing employees to focus on higher-level work, improve collaboration, and drive better results.

What are the real-world applications of workflow automation tools?

Workflow automation tools can be used in a wide range of industries and applications, including project management, customer service, HR, and sales. They can automate tasks such as data entry, approvals, and other administrative processes.

What is content management system?

A content management system is software used to create, manage, modify and publish content on digital platforms.

What is email marketing?

Email marketing is a form of direct marketing that uses electronic mail as a means of communicating commercial or fundraising messages to an audience.

February 6, 2024

Top 20 Best Sales Prospecting Tools to Use in 2023

As we all know, the sole reason for a company’s existence in the market is to make a profit, which can be accomplished through sales. You must make significant attempts to entice clients in order to identify your potential customer base. Sales prospecting is the initial step in the sales process, in which sales representatives put out a proposal to ensure that the prospects are the best for the company at their maximum.

Sales prospecting is an essential aspect of any sales process, as it involves identifying and nurturing potential customers to generate new business. In today’s highly competitive marketplace, sales teams need to be effective and efficient in their prospecting efforts to stay ahead of the curve. With the right tools and techniques, sales prospecting can be a highly effective way to drive growth and success for any business.

What is a Sales Prospecting Tool?

A sales prospecting tool is a software or platform designed to help sales teams identify, nurture, and convert potential customers into paying customers. The main goal of these tools is to streamline and automate various recurring sales tasks, freeing up time and resources that can be used for other priority activities.

These tools offer a range of benefits, including automating time-consuming tasks such as sending emails and messages, collecting data and insights on prospect behavior, and simplifying the lead conversion process.

With a sales prospecting tool, you can expect to have many of your basic tasks handled for you, from building a prospect list to scheduling meetings and collecting contact details of potential customers. This can free up valuable time and resources, allowing you to focus on more important, high-priority tasks.

The Best B2B Sales Prospecting Techniques For Lead Generation

Common Features Of Sales Prospecting Tools

Some common features of sales prospecting tools include:

Lead Generation: Tools to help find and identify potential customers through various sources such as social media, websites, and databases.
Lead Management: Features to help prioritize and organize leads based on their potential and fit for a business’s products or services.
Email and Outreach: Tools to automate and personalize email communication with prospects, including templates, follow-up reminders, and email tracking.
Reporting and Analytics: Dashboards and analytics to provide insights into the performance of sales prospecting activities, and measure the effectiveness of outreach efforts.
Integration With Other Sales Tools: Ability to integrate with other sales tools, such as customer relationship management (CRM) systems, to provide a complete view of a prospect’s engagement with a business.

Best Sales Prospecting Tools

With so many sales prospecting tools on the market, it can be difficult to find one that meets the specific needs of your business. That’s why in this article, we’ll take a closer look at some of the leading sales prospecting tools, along with their features and pricing, to help you make an informed decision about which one is right for you. Whether you’re a small business looking for a simple solution, or a large enterprise searching for a comprehensive platform, there’s a sales prospecting tool out there that’s perfect for your needs. So let’s dive in to the best sales prospecting tools in 2023:

Leadfeeder
LinkedIn Sales Navigator
Quora
Hunter.io
Cirrus Insight
Boomerang for Gmail
BuiltWith
PipeDrive
Cloze
Gong.io
Bit.ai
ZoomInfo
Doodle
HubSpot Sales Hub
Ring.io
Followup.cc
Overloop
Detective.io
Datanyze
Bloobirds

Leadfeeder

Website	www.leadfeeder.com
Rating	4.2 out of 5
Free Trial	Available
Platforms supported	Web

Leadfeeder is a cutting-edge website visitor tracking platform that helps you know about the visitors to your business website. With Leadfeeder, you’ll be able to see not only who has visited your site, but also how much time they spent on each page. This valuable information helps you understand your visitors’ behavior and allows you to develop targeted customer engagement strategies to convert them into leads. Leadfeeder provides you with accurate data about your potential leads, so you can identify missed opportunities and reach out to those prospects that might have slipped through the cracks. Furthermore, Leadfeeder provides the contact information of the companies that have visited your website, making it even easier to connect with potential customers.

Overall, Leadfeeder helps sales teams improve the efficiency and effectiveness of their prospecting efforts, leading to a higher volume of qualified leads and increased sales.

Features of Leadfeeder:

Lead filtering.
Lead generation & scoring.
Automatic reporting.
Integration with Salesforce, CRM, WebCRM, and PipeDrive.

Pricing of Leadfeeder:

Leadfeeder offers a Lite plan which is Free plan and one Premium plan. Pricing details are given below:

Plan	Yearly Price	Monthly Price
Lite	Free	Free
Premium	€139/month	€198/month

Try Leadfeeder for Free

LinkedIn Sales Navigator

Website	Business.linkedin.com/sales-solutions/sales-navigator
Rating	4.6 out of 5
Free Trial	Available
Platforms supported	Web

LinkedIn Sales Navigator is a tool designed to help sales professionals with their prospecting efforts. It offers advanced search capabilities, lead recommendations, account insights, InMail messaging, and activity alerts to make it easier for salespeople to find and engage with potential clients. With these features, salespeople can target the right prospects, get insights into their businesses, track their activity, and reach out to them directly on the platform. By using LinkedIn Sales Navigator, sales professionals can streamline their prospecting process and increase their chances of success.

Features of LinkedIn Sales Navigator:

Advance & alert your saved leads.
Create a custom list to find out potential buyers.
Track engagement of the lead.
Integrate with CRM.

Pricing of LinkedIn Sales Navigator:

LinkedIn Sales Navigator offers custom pricing plan. You can contact vendor for pricing details.

Quora

Website	www.quora.com
Rating	4.6 out of 5
Free Trial	Completely Free
Platforms supported	Web, Android, iPhone/iPad

Quora is a question-and-answer website that allows users to ask and answer questions on a wide range of topics. While Quora is not a direct sales tool, it can be a valuable resource for sales professionals looking to research prospects and their needs, build relationships through engagement and helpful answers, generate leads by answering relevant questions and providing contact information, and establish brand visibility and credibility through educational content.

Features of Quora:

Active feed.
High rate of engagement.

Pricing of Quora:

Quora is Free to use.

Hunter.io

Website	Hunter.io
Rating	4.6 out of 5
Free Trial	Available
Platforms supported	Web

Hunter.io is a email verification and lead generation tool that helps sales professionals find and verify email addresses of potential prospects. It offers a range of features to help salespeople quickly and easily find the contact information of the people they want to reach.

Hunter.io is designed to help sales professionals save time and increase the accuracy of their prospecting efforts. By using this tool, salespeople can focus on building relationships with potential prospects, instead of spending time trying to find their contact information.

Features of Hunter.io:

Domain Search
Email Finder
Email Lookup
Email Verifier
Integration with CRM

How to create and send cold email campaigns for free

Pricing of Hunter.io:

Hunter.io offers a Free plan and four pricing plan that includes Starter, Growth, Pro and Business. Pricing details of each plan is given below:

Plan	Yearly Price (Save 30%)	Monthly Price
Free	$0/month	$0/month
Starter	$34/month	$49/month
Growth	$69/month	$99/month
Pro	$139/month	$199/month
Business	$279/month	$299/month

Cirrus Insight

Website	www.cirrusinsight.com
Rating	4.1 out of 5
Free Trial	Available
Platforms supported	Web, Android, iPhone/iPad

Cirrus Insight is one of the top customer relationship management software that was inaugurated in April 201, by Ryan Huff and Brandon Bruce.

Cirrus Insight is a sales productivity tool that integrates with email platforms such as Gmail and Outlook to streamline sales prospecting activities. It provides real-time email tracking, integrates with CRMs such as Salesforce for contact management, has a lead capture tool, pre-written email templates, and a scheduling tool to coordinate with prospects. The goal of Cirrus Insight is to make sales professionals more efficient and effective in their prospecting activities.

Features of Cirrus Insight:

Salesforce sidebar, where customer data will be presented to your business email
Salesforce sync
Scheduling meeting
Analytics sales activities
Multi-touch outreach with a sequence of emails, phone calls, and chain messages
Tracking
Report buyers signal, those who have visited your website timely

Pricing of Cirrus Insight:

Cirrus Insight offers three pricing plan for team size than 100 users, that includes Salesforce Sync, Pro and Expert. Pricing details of each plan is given below:

Plan	Yearly Price
Salesforce Sync	$10/user/month
Pro	$21/user/month
Expert	$29/user/month

Boomerang for Gmail

Website	www.boomeranggmail.com
Rating	4.7 out of 5
Free Trial	Available
Platforms supported	Web, Android, iPhone/iPad

As we know email marketing is one of the main components in generating as many as leads. Boomerang for Gmail is a productivity tool that provides real-time email tracking for sales professionals to monitor their prospecting efforts. This information can help salespeople determine the best time to follow up with potential prospects and adjust their messaging.

Features of Boomerang for Gmail:

Creation of responsive emails.
Inbox pause.
Schedule send emails and meetings.
Alert emails that are supposed to be sent to targeted clients.
Gmail follow-up, notes, snooze, delay send, tracking and many more.
Read receipts for Gmail.

Pricing of Boomerang for Gmail:

Boomerang for Gmail offers a Free plan and four pricing plans that includes Personal, Pro, Premium and Teams. Pricing details of each plan is given below:

Plan	Yearly Price
Personal	$4.98/month
Pro	$14.98/month
Premium	$49.98/month
Teams	Custom Price

BuiltWith

Website	Builtwith.com
Rating	4.3 out of 5
Free Trial	Not Available
Platforms supported	Web, Android

BuiltWith is a technology research tool developed by Gary Brewer in 2007 that helps sales professionals with their sales prospecting by providing insights into the technologies used by websites and companies. This information can help salespeople understand the technology landscape of potential prospects, target their outreach accordingly, and generate leads based on the technologies they use. Additionally, BuiltWith provides information on specific industries and the competitive landscape, allowing salespeople to better understand their market and adjust their approach accordingly.

Features of BuiltWith:

Sales intelligence
CRM integrates
Screencast to help with the setup process.
Lead generation via predictive leads over a database of 38,675+ web technologies.
Provides market analytics.
Data Coverage
CRM Cyber risk auditing.

Pricing of BuiltWith:

BuiltWith is free to use for individual site lookups forever. It also offers three pricing plan that includes Basic, Pro and Team. Pricing details of each plan is given below:

Plan	Yearly Price	Monthly Price
Basic	$2950/year	$295/month
Pro	$4950/year	$495/month
Team	$9950/year	$995/month

PipeDrive

Website	www.pipedrive.com
Rating	4.5 out of 5
Free Trial	Available
Platforms supported	Web, Android, iPhone/iPad

Pipedrive is a customer relationship management (CRM) platform founded by Timo Rein, Ragnar Sass, Urmas Purde, and Martin Henk in 2010. It helps sales professionals with their sales prospecting activities by providing a centralized platform for managing sales activities and tracking the progress of leads. Besides, this software is all about scheduling, completing, and tracking activity-based selling.

Features of Pipedrive :

Task automation with one-click contact data collection.
CRM platform that enhances sales productivity.
Customization of the customers.
Centralize communication efforts via email & sales funnel.
Set goals, and provide insights and reports on the sales activity.
Prioritize leads according to the prospects.
Pipedrive protects the data and is informed on all levels.

Pricing of Pipedrive :

Pipedrive offers four pricing plan that includes Essential, Advanced, Professional and Enterprise. Pricing details of each plan is given below:

Plan	Yearly Price (Save up to 17%)	Monthly Price
Essential	$9.90/user/month	$11.90/user/month
Advanced	$19.90/user/month	$24.90/user/month
Professional	$39.90/user/month	$49.90/user/month
Enterprise	$59.90/user/month	$74.90/user/month

Start Using Pipedrive Now

Cloze

Website	www.cloze.com
Rating	4.7 out of 5
Free Trial	Available
Platforms supported	Web, Android, iPhone/iPad

Cloze is a CRM solution that functions as your personal assistant. It keeps track of all your clients by gathering data from your apps and combining it into a single view of each individual and organization. Cloze employs powerful data science to find out who is important and prioritize client relationships based on having all of this critical information in one location.

Cloze helps sales representatives identify and prioritize the most promising leads. By integrating with a salesperson’s email, calendar, and contacts, Cloze provides a comprehensive view of each prospect’s interactions and engagement. This allows sales reps to see which prospects are the most active, which ones are the most engaged, and which ones are the most likely to convert into customers.

Features of Cloze :

Contact information for customers, phone and email exchanges, document exchanges, and social media interactions are all in one location.
Automatically urges you to contact.
Automatically maintains prospect data.

Pricing of Cloze :

Cloze offers four pricing plan that includes Cloze Pro, Business Silver, Business Gold and Business Platinum. Pricing details of each plan is given below:

Plan	Yearly Price
Cloze Pro	$17/month
Business Silver	$21/month
Business Gold	$29/month
Business Platinum	$42/month

Gong.io

Website	www.gong.io
Rating	4.8 out of 5
Free Trial	Not Available
Platforms supported	Web, Android, iPhone/iPad

Gong.io is a revenue intelligence tool that enables businesses to capture consumer interactions via the web, phone, email, and other channels. The platform uses artificial intelligence and machine learning to analyze sales calls, emails, and demos to identify best practices and common pitfalls. This allows sales reps to better understand what works and what doesn’t when it comes to engaging with prospects and closing deals. It also provides real-time insights and data based on sales conversions enables superior revenue strategy decision-making. Deal intelligence, integrations, people intelligence, field sales, and market intelligence are among the company’s other key features.

Features of Gong.io:

Reporting & Statistics for Third-Party Integrations
Collaboration Tools for Reporting and Analytics
Metrics of Performance
Speech Recognition Alerts/Escalation Assessment Management

Pricing of Gong.io:

Gong.io offers custom pricing plan. You can contact vendor for pricing details.

Bit.ai

Website	Bit.ai
Rating	5.0 out of 5
Free Trial	Available
Platforms supported	Web

Bit.ai is a is a collaborative content creation platform that can help sales teams streamline and optimize their sales prospecting efforts. The platform allows sales reps to create and share sales proposals, presentations, and other sales materials in one centralized location, making it easier to collaborate with their colleagues and keep all their materials up-to-date. Because these documents are brand-consistent, your consumers and clients will quickly recognize them.

In addition, Bit.ai provides real-time analytics on the performance of each sales material, allowing sales reps to see what’s working and what’s not. This information can help them optimize their approach and increase the effectiveness of their sales materials over time.

Features of Bit.ai:

Tracking of documents.
Collaboration with other sales reps in real-time.
Keep all of your media assets, files, and documents in one location.

Pricing of Bit.ai:

Bit.ai offers a Free plan and two pricing plan that includes Pro plan and Business plan. Pricing details of each plan is given below:

Plan	Yearly Price	Monthly Price
Free Plan	$0/user/month	$0/user/month
Pro Plan	$8/user/month	$12/user/month
Business Plan	$15/user/month	$20/user/month

ZoomInfo

Website	www.zoominfo.com
Rating	4.2 out of 5
Free Trial	Available
Platforms supported	Web, Android, iPhone/iPad

ZoomInfo is a sales intelligence platform with a large contact database that may assist your sales team with lead generation, market research, and insight-driven interaction. It helps you power your go-to-market strategy with reliable B2B insight and company contact data.

You may acquire direct mobile phone numbers and confirmed email addresses of top executives and critical connections at businesses, such as the Chief Strategy Officer or a Senior Sales Executive. You can also use targeted prospect lists to improve sales prospecting and conversion rates.

You’ll be able to convey the correct message to the prospect at the right moment thanks to ZoomInfo’s data-driven insights. This will help you enhance conversions and receive a better return on your time and money investment (ROI), which is why choosing ZoomInfo is a sound financial decision.

Features of ZoomInfo:

Comprehensive database.
Verified emails.
Detailed company profiles.
Search by keyword or name.
Email alerts.
Export data in multiple formats.
Location and corporate hierarchy data.
Department organization charts.
Buyer intent data

How to Re-Engage Cold Sales Leads with ZoomInfo

Pricing of ZoomInfo:

Zoominfo offers custom pricing plan. You can contact vendor for pricing details.

Doodle

Website	Doodle.com
Rating	4.6 out of 5
Free Trial	Available
Platforms supported	Web, Android, iPhone/iPad

Doodle is an online scheduling tool that can help sales teams streamline their sales prospecting efforts by making it easier to schedule and manage sales meetings and calls. The platform allows sales reps to send out meeting requests to multiple prospects and receive real-time updates on their availability, without the back-and-forth of email scheduling.

This saves sales reps valuable time and reduces the administrative burden of scheduling, freeing them up to focus on more important tasks like researching prospects, developing messaging, and building relationships.

Features of Doodle:

Group Meetings.
Scheduling.
Enhanced Customization.
Bookable Calendar.
Security and Privacy.
Automation Calendar Tools.
Interview Management.
Integration.
Custom Reminders.
Conferencing Integrations.

Pricing of Doodle:

Doodle offers a Free plan and three pricing plan that includes Pro, Team and Enterprise plan. Pricing details of each plan is given below:

Plan	Yearly Price (Save upto 55%)	Monthly Price
Free	$0/user/month	$0/user/month
Pro	$6.95/user/month	$14.95/user/month
Team	$9.95/user/month	$19.95/user/month
Enterprise	Custom Price	Custom Price

HubSpot Sales Hub

Website	www.hubspot.com/products/sales
Rating	4.5 out of 5
Free Trial	Available
Platforms supported	Web, Android, iPhone/iPad

HubSpot Sales Hub is a robust CRM that may help you manage your sales pipeline and close more deals. When your lead opens your email, the Email Tracking tool sends you a notification. It allows you to put your finest emails into templates, which saves you time. Document Management & Tracking, Conversation Intelligence, Call Tracking, and Sales Automation are just a few of the other useful features.

HubSpot Sales Hub is a sales tool that helps with prospecting by providing features such as lead management, email tracking, email templates, and automated workflows. It helps prioritize and organize leads, streamline communication, and increase productivity. These tools help sales teams prospect more efficiently and effectively.

Features of HubSpot Sales Hub:

A deal dashboard that you can customize to see your full sales funnel.
Email tracking, meeting scheduling, live chat, and prospect tracking.
Integration with Gmail and Outlook, as well as email templates, make it simple to email and engage with leads.
Features include email notifications, company analytics, and pipeline management.
A built-in activity stream that sends out notifications as soon as a lead opens an email, clicks on a link or downloads a critical document.
Up to 1 million contact and company records can be stored.
The ability to record sales conversations, send emails, plan tasks, and assign assignments is all available.
Emails taped calls, and sales notes are automatically published.

Pricing of HubSpot Sales Hub:

HubSpot Sales Hub offers a free plan to get started and two pricing plan that includes Sales Hub Professional and Sales Hub Enterprise plan. Pricing details of each plan is given below:

Plan	Monthly Price
Sales Hub Professional	Starts at $450/month
Sales Hub Enterprise	Starts at $1,200/month

Start Using Hubspot Now

Ring.io

Website	www.ring.io
Rating	4.1 out of 5
Free Trial	Available
Platforms supported	Web, Android, iPhone/iPad

Ring.io is a sales acceleration platform that helps teams with prospecting by providing advanced call management and telephony features. It integrates with popular CRM systems and offers tools such as lead prioritization, automatic call logging, call scripts, and call recording. These features help sales teams to improve their call efficiency and effectiveness, allowing them to reach more prospects and close more deals.

Without leaving Salesforce, sales reps can get the most out of their cold calling strategy using Ring.io. In Salesforce, you can track and log all calls in real-time, and you can make simultaneous calls to several people with a single click. Salespeople can also use Ring.io to construct lists based on Salesforce data and filters.

In short, Ring.io streamlines the prospecting process and helps sales teams work smarter and more efficiently.

Features of Ring.io:

Sales Productivity
Inbound Call Routing
Coaching & Training

Pricing of Ring.io:

Ring.io offers three pricing plan that includes Ring.io for Pipedrive, Zoho CRM, Zendesk, Ring.io for Hubspot and Ring.io for Salesforce. Pricing details of each plan is given below:

Plan	Monthly Price
Ring.io for Pipedrive, Zoho CRM, Zendesk	$69/month
Ring.io for Hubspot	$89/month
Ring.io for Salesforce	$109/month

Followup.cc

Website	Followup.cc
Rating	4.8 out of 5
Free Trial	Available
Platforms supported	Web, Android, iPhone/iPad

Followup.cc is a fantastic Chrome plugin that connects easily with your Gmail account and lets you keep track of your follow-ups at the top. The extension will remind you to plan a follow-up the next time you send an email to a prospect. Over 40% of sales reps give up after the first try, despite the fact that 80% of sales require five follow-up attempts.

Followup.cc helps sales teams with prospecting by providing email tracking, follow-up reminders, and email scheduling capabilities. It allows salespeople to track when their emails are opened, set reminders to follow up with prospects, and schedule emails to be sent at a later time. These features help sales teams stay organized and ensure that they never miss an opportunity to follow up with a prospect.

Features of Followup.cc:

Set recurring reminders, track email openings, and auto-respond to emails.
Scheduling by email.

Pricing of Followup.cc:

Followup.cc offers three pricing plan that includes Starter, Professional and Salesforce Edition plan. Pricing details of each plan is given below:

Plan	Yearly Price	Monthly Price
Starter	$18/month	$23/month
Professional	$29/month	$36/month
Salesforce Edition	$40/month	$50/month

Overloop

Website	Overloop.com
Rating	4.0 out of 5
Free Trial	Available
Platforms supported	Web

Overloop (formerly Prospect.io) is a multichannel sales automation platform built for enhancing the team’s efficiency and convert more leads through greater reach. With the help of robust tools, Overloop helps you build your prospect list and schedule tasks for the following day, in turn increasing your productivity. Moreover, with the help of multichannel campaigns, it combines follow-ups on prospects for better reach and also analyzes campaign performance for better performance in the future.

Feature Offered by Overloop

Automating sales takes a lot of tasks off your back and offers you time to attend to matters which take precedence over them.
Overloop also offers to automate enrollment of leads and prospects based on their account activity.
Conditionally apply automation wherever needed and use delays for a window between consecutive steps.
Assign tasks to enrolled prospects and update their fields. Moreover, you can also integrate tools that you use, to help make automation even more smooth.
Search emails for bulk prospects and verify them with the Email Verifier.

Pricing for Overloop

Overloop offers a pricing plan. Pricing details are given below:

Plan	Yearly Price	Monthly Price
Paid Plan	$82/user/month	$99/user/month

Detective.io

Website	www.detective.io
Rating	4.8 out of 5
Free Trial	Available
Platforms supported	Web, Android, iPhone/iPad

Detective by Charlie App is a sales prospecting tool that helps users to automate tasks such as reaching out to prospects. Although automating tasks makes your work a lot easier, but what makes it even better is if the automation made your work more efficient, which is exactly what Detective excels at. With personalized emails and data-driven insights, you can get up to two times the conversions of what you used to get. Detective.io helps sales teams prospect more intelligently by providing valuable data and insights that can inform and guide their outreach efforts.

Features Offered by Detective.io

Detective helps reps to find the right prospects for every unique proposition and help avoid wandering with the wrong leads.
With basic demographic data pertaining to companies and prospects, reps can effortlessly filter out the prospects which aren’t suited for a particular proposition.
Finding the right prospects helps in ways more than just saving time; for instance, reps also need lesser training directed to the right prospects that they will be propositioning to.
Detective also offers reps customizable CRM to suit their business needs and close more deals and enhance conversion rate.
The CRM can also be integrated with tools which reps use initially to maintain consistency with prospects and in the workflow.

Pricing of Detective.io:

Detective.io offers three pricing plan that includes Hustler, Trusted Advisor and Team Edition plan. Pricing details of each plan is given below:

Plan	Monthly Price
Hustler	$15/month
Trusted Advisor	$365/month
Team Edition	$50/month

Datanyze

Website	www.datanyze.com
Rating	4.0 out of 5
Free Trial	Available
Platforms supported	Web

Datanyze is a sales intelligence platform that helps teams with prospecting by providing actionable insights about their prospects and their technology stack. Datanyze helps you with the implications of techno-graphics to the digital world of sales and marketing. It helps you market products with strategies based on the choices of your prospects in turn offering you a better conversion rate. Moreover, Datanyze also helps you find new prospects through researching accounts, contacts, and email addresses along with techno-graphics implemented into your CRM, to nourish customer data. It is one of the best sales prospecting tool.

Features Offered by Datanyze

Instead of relying on demographics and firmographics, Datanyze uses techno-graphics to find suitable prospects to enhance conversion rate.
Datanyze helps combine most prospecting based tasks into a single workflow, simplifying sales prospecting and saving time.
Get the company’s social and technical insights with a single click irrespective of prospecting within Datanyze, or on the company’s website.
Find your prospect’s email address without having to leave your page simply by highlighting the required name.
Seamlessly manage your prospect list and juggle them between your CRM and other tools with one click.

Pricing of Datanyze:

Datanyze offers a Free plan and two pricing plan that includes Nyze Pro 1 and Nyze Pro 2 plan. Pricing details of each plan is given below:

Plan	Monthly Price	Yearly Price
Nyze Lite	$0/month	$0/month
Nyze Pro 1	$29/month	$21/month
Nyze Pro 2	$55/month	$39/month

Bloobirds

Website	www.bloobirds.com
Rating	4.3 out of 5
Free Trial	Not Available
Platforms supported	Web

With an intuitive sales platform, Bloobirds helps you make informed decisions while simultaneously guiding sales reps through their work. It helps you turn your work and all of your activities into opportunities giving you a clear and bigger picture of what marketing and sales strategies actually work. Bloobirds helps you make the perfect marketing strategy, support your work throughout the implementation of the same and then deliver you the best results. Moreover, you get insights on all of your work, be it a conversion or a failed lead.

Features Offered by Bloobirds

Bloobirds is very similar to having a Sales Development Representative(SDR), to help you guide through the process of qualifying leads, questions, and recommended leads.
All the data required by the sales reps are readily made available by Bloobirds, which is presented as insights to ensure lead conversion.
From getting quality prospects to managing contact tools, Bloobirds effortlessly guides sales reps through sales workflow to meet deadlines and targets.
The entire process of sales prospecting from marketing to prospecting to a meeting, can be covered by Bloobirds and hence you get more inbound leads and better conversion.
Bloobirds offers a user-friendly interface with constant reminders and alerts to help reps be more organized, and pay more attention to prospects while automating trivial tasks such as data collection.

Pricing of Bloobirds:

Bloobirds offers custom pricing. You can contact vendor to get a quotation.

Conclusion

The process of sales prospecting can often involve repetitive and time-consuming tasks, but utilizing right tools can help you streamline your efforts and achieve better results. By using the best sales prospecting tools, you can increase your efficiency, connect with a larger number of prospects in less time, and ultimately close more deals.

So if you’re looking to boost your sales results and simplify your prospecting efforts, consider incorporating one of these top sales prospecting tools into your strategy. With the right tool in place, you’ll be able to take your sales to the next level and achieve new levels of success.

FAQs

What is a sales prospecting tool?

Sales prospecting tools are software applications designed to help sales teams identify and engage potential customers, also known as prospects. These tools automate many of the manual tasks associated with prospecting and help sales reps to reach out to more prospects in less time.

Why is sales prospecting important?

Sales prospecting is a crucial part of the sales process, as it helps sales reps to identify and engage potential customers and build relationships with them. By using sales prospecting tools, sales teams can increase the efficiency and effectiveness of their prospecting efforts, leading to a higher volume of qualified leads and ultimately, increased sales.

What are some of the best sales prospecting tools?

Some of the best sales prospecting tools are given below:

Overloop
Linkedin Sales Navigator
Hunter.io
Bloobirds
Hubspot Sales Hub
Leadfeeder
PipeDrive

What features should I look for in a sales prospecting tool?

When choosing a sales prospecting tool, you should look for features that align with your sales team’s needs and goals. Some important features to consider include lead generation, email and call automation, lead scoring, lead tracking and reporting, and integration with other sales tools.

What are sale prospecting techniques?

Effective sales prospecting techniques includes:

Scheduling and committing to sales prospecting
Make warm as opposed to cold calls
Create ideal customer prospect profiles
Attend and network at events
Don’t sell but develop relationships
Request referrals
Get involved in social selling

How can sales prospecting tools improve my sales process?

Sales prospecting tools can help to improve your sales process by streamlining and automating many of the manual tasks associated with prospecting, such as lead generation, email and call follow-up, and lead tracking.

Can sales prospecting tools integrate with my other sales tools?

Yes, many sales prospecting tools offer integration with other sales tools, such as customer relationship management (CRM) software and marketing automation platforms. This allows for seamless and efficient data transfer between tools, saving time and improving accuracy.

What is the most effective prospecting method?

Cold Calling is considered the most effective prospecting method.

February 13, 2023

Top 5 Alternatives for Pipedrive CRM and Their Features

In any kind of business, customers are the key to its growth. Without the customers, a business is as good as dead. So for the survival of a business, customer relationship management tools are extremely important. With the rise of online tools and SaaS over the web, it has become a consumer hub of software and online services. This exponential rise in both parties online, the seller and the buyer, have to lead to the rise in demand for Customer relationship management (CRM) tools. One of the most used and popular CRM tools is Pipedrive.

Pipedrive is a Customer Relationship Management Tool that helps users draw their attention to the right leads and sell better. It offers to fill up your sales pipeline with highly convertible leads, track communication and metrics to offer insights into the customer data, and also allows you to integrate with your sales boosting applications to give the best results.

Although Pipedrive is one of the best in business available and has been considered the number 1 user-rated CRM tool, users often look for Pipedrive Alternatives to evaluate all the options. In this article, we will talk about the top 5 CRM tools, which you may deploy as an alternative to Pipedrive. So, let’s get right into it.

Salesforce CRM
HubSpot
Zoho CRM
Insightly CRM
Copper CRM

Salesforce CRM

Salesforce is one of the most sought-after CRM which helps you with marketing, sales, commerce and services. Salesforce helps collect customer data in one place to make precise and more informed decisions. It also helps you by automating trivial and recurring tasks in a more personalized way by sending custom emails for marketing. Salesforce hence delivers an exception and rather personalized experience with excellent customer support 24/7.

Features Offered by Salesforce

Salesforce offers you an all-around view of your customer’s activities, contacts, and communications to better know your customer.
With the help of Opportunity Management, monitor your competitors and products and tag along the information you need to enhance conversion.
Salesforce furnishes you with a mobile application that helps you work even without a desktop, such as log calls and respond to leads.
Track your leads till the deal is closed and make informed decisions based on insights from sales data.
Easily share files among your team members and enable real-time tracking of your content.

Pricing for Salesforce CRM

Essential plan	Professional plan	Enterprise plan	Unlimited plan
Costs $25 per user per month	Costs $75 per user per month	Costs $150 per user per month	Costs $300 per user per month
Offers you accounts and leads management	Offers all features of Essential plan along with lead registration and scoring	Offers all features of Professional plan along with collaborative forecasting and workflow approval automation	Offers all features of Enterprise plan along with 24/7 support

HubSpot

HubSpot is a sales and marketing tool offering all round CRM, with tools and services for best in class marketing tactics. With services in every domain of sales and marketing, HubSpot offers the users free courses, eBooks and guides along with services such as Onboarding, Consulting and those of a Service Provider. Tools offered by HubSpot include Marketing Hub, Sales Hub, Services Hub, and CMS Hub.

Features offered by HubSpot

Offers sales automation, e-Signatures and lead scoring along with email sequences.
HubSpot also offers premium marketing features such as automation, SEO tools, and video hosting.
With HubSpot, users are furnished with an interactive and analytical dashboard, deal pipelines and customizable reports.
HubSpot also offers tools for blog and content creation with SEO, live chat and security monitoring.
Its Service Hub offers Customer Service Automation with multiple ticket pipelines and customer feedback.

Pricing for HubSpot

Software	Starter	Professional	Enterprise
Marketing	Costs $45 per month, and offers tools such as landing pages, email marketing, and ad retargeting	Costs $800 per month and offers marketing automation, SEO recommendations, and custom reports with campaign reporting	Costs $3200 per month and offers services such as team management and advanced reporting with predictive leads
CRM and Sales	Costs $45 per month and comes with customizable sales properties, meeting scheduling, and other basic features	Costs $450 per month and offers sales analytics, custom reporting, eSignature and some personalization features	Costs $1200 per month and offers webhooks, custom objects, scalability, and reporting dashboard
Customer Service	Costs $45 per month and comes with live chats, conversational bots, and simple automation	Costs $360 per month and comes with ticket status and routing, and offers a better customer service with custom reporting and insight dashboard	Costs $1200 per month and helps user manage multiple teams slack integration along with webhooks

Zoho CRM

Zoho CRM is one of the first names that strikes when we talk about an all-round CRM tool. From remotely connecting to customers across different channels, to automating leads and actions required, Zoho has all the features of an effective CRM. With an interactive and insightful dashboard, it helps you monitor sales and business analytics and predicts future developments based on real-time trends and statistics while also furnishing you with a conversational AI. The AI offered by Zoho, named Zia, identifies convertible leads, so they can be more focused on, in turn, generating more revenue.

Features offered by Zoho

Zoho offers Sales and workflow automation for better lead and account management, and avoid repetition.
Predictive sales and Zia voice assistant point out convertible leads and detect anomalies while also suggesting on assignments and workflows.
With Zoho, you get to customize your page layout, views and fields, and add components and subforms.
Reports, statistics, funnels and KPIs based on real-time analysis with Target meters to set and achieve milestones.
Zoho makes project management and team collaboration efficient with tags, chats and groups while also providing data security and compliance.

Pricing for Zoho CRM

Standard Zoho Plan	Professional Zoho Plan	Enterprise Zoho Plan	Ultimate Zoho Plan
Costs INR 720 per user per month, billed annually	Costs INR 1200 per user per month, billed annually	Costs INR 2100 per user per month, billed annually	Costs INR 2300 per user per month, billed annually
Offers all the utilities in the free version along with scoring rules and workflow management	Offers all the utilities in the standard version along with SalesSignals and business blueprint	Offers all the utilities in the professional version along with Zia AI, a command center and a canvas layout	Offers all the utilities in the enterprise version along with advanced Business Intelligence and Zoho Analytics
Offers to build and manage multiple pipelines, send mass emails and customize dashboards	Helps build forms to collect user data, frame validation rules, and manage inventory	Enterprise plan comes with advanced customization, portals for multiple users and, mobile SDK	Advanced features with Zia recommendations on different niche

Insightly CRM

Insightly is a CRM tool that specializes in offering you a unified view of your customers including marketing, sales and project teams. Insightly allows you to connect with your customers on a personal scale, and helps convert your audience into regular consumers. Like most other CRM tools, Insightly assists users in creating customer journeys through marketing, sales, lead conversion, and integration with your email and other applications, with the primary focus on growing your pipeline.

Features Offered by Insightly

Naturally, a CRM’s primary task is to collect and manage customer data. Insightly seamlessly manages data and has it stored in an organized manner.
Insightly helps you come up with campaign ideas to nurture existing leads and welcome new leads simultaneously.
Insightly offers flexibility to tailor the CRM to your specific business needs. Design your own sales processes, lead opportunity and management, and custom fields.
You can also create new fields using custom objects, applications, and fields, without any complications.
Insightly helps you turn deals into projects and set milestones, so you have the perfect opportunity to deliver what you promise and eventually build a brand and earn customers’ trust.

Pricing for Insightly CRM

Plus plan	Professional plan	Enterprise plan
Costs $29 per user per month	Costs $49 per user per month	Costs $99 per user per month
Helps you work from any device and deliver prjects	Offers all features of the plus plan along with lead searching and management	Offers all features of the professional plan along with strengthening customer relationships
Insightly also helps you collaborate with your team with a unified platform for your team members to be on the same page	Offers integrated phone dialer for call analysis and reporting with some extra cost	Offers custom automation with validation rules, fields on objects, and permissions
Offers over 250 business app integrations and web APIs	Along with the integrations, Professional plan offes configurable webhooks	Enterprise plan offers schedulable serverless lambda functions to create and run custom code

Copper CRM

Copper CRM is one that works with Google Workspace, and helps you manage contacts and communications, deals, and files all in one place, so you don’t have to juggle around in your work. Copper allows you to manage multiple tasks such as updating deals, searching for past transactions, and scheduling tasks with Google Calendar, all with the help of Gmail. Moreover, you get custom dashboards and pipelines to help you never miss an opportunity such as a strong lead.

Features Offered by Copper CRM

Schedule your meetings and other tasks with integrated Google Calendar, and never miss them again.
Copper also allows you to customize your slide decks with advanced slide integrations to enrich it with important and useful data.
Leave all the task of finding and updating contact details of leads to Copper. Moreover, make data-driven decision with Data Studio to analyze and visualize data.
Copper also offers multiple resources to grow your business including books, product updates, blogs and others.
Along with other features, Copper offers complete security of your data, track deals through pipelines, and get custom reports and insights into your business.

Pricing for Insightly

Basic plan	Professional plan	Business plan
Costs $25 per user per month when billed annually and $29 when billed monthly	Costs $59 per user per month when billed annually	Costs $119 per user per month when billed annually
Offers a full Google Workspace integration with a limit of 3 users	This plan is more suited for growing businesses needing basic CRM features	This plan is built for scaling businesses and enterprises
Contact enrichment and project management and multiple pipelines	Contact enrichment and automation features such as workflow automation	Contact enrichment and automation features such as workflow automation and unlimited templates and bulk email
Basic reporting and sales forecasting	Various integrations such as HubSpot, Slack, and Zendesk with account configuration	All integrations in the Professional plan with custom embedded integrations along with leaderboard and goal tracking

Conclusion

CRM tools help you to strengthen your relationship with your customers and manage them. Not only that, they also help in identifying sales opportunities by drawing the attention of your customers to your business. Just like Pipedrive, all the alternatives of it are also functioned in a way to increase the sales of your business by dealing and managing the customers.

FAQs

What is a CRM tool?

CRM is also known as customer relationship management is a tool, that helps businesses better organize and access customer data.

What are the Benefits of CRM tools?

Better knowledge of customers
Better segmentation
Better customer retention
Better anticipation of needs
Better and speedier communication
Better protection of data privacy

What are the alternatives to Pipedrive?

Some of the popular alternatives to Pipedrive are:

Salesforce CRM
HubSpot
Zoho CRM
Insightly CRM
Copper CRM

June 15, 2022

Best Salesforce Alternatives | List of Best Alternatives for Salesforce

Customer is the most important factor of a business, at the end of the day, the motto is to serve them. A business has to always ensure that their customer is getting served properly and this can only be possible through communication and interaction.

Customer Relationship Management (CRM) software is generally used by marketing professionals and sometimes by customer support teams to interact with customers. CRM tools help online enterprises build strong relations with customers and retain them, in turn expanding the business and ensuring customer loyalty. There are many CRM tools in the market and although Salesforce is one of the most popular choice, there are still a number of Salesforce alternatives available out there.

There are a number of benefits of using a CRM such as optimized contact management for better customer reach and retention, advanced sales management, better team management and efficiency with a centralized data hub, accurate reporting, business insights and growth in business. All these utilities with just one software are hard to put aside, and hence online marketers and sales professionals often use a CRM, and the most common choice is Salesforce. In this article, we will talk about Salesforce and some of its popular alternatives. So, without any further ado, let’s get started.

What is Salesforce?
HubSpot CRM
Pipedrive CRM
Zoho CRM
Microsoft Dynamics 365 Sales
Vendasta

What is Salesforce?

Salesforce is without a doubt one of the best Customer Relationship Management software, if not the best out there. With customer information tracking, insightful decision making and real-time data, automated email marketing, and 24/7 customer support team, Salesforce has helped businesses and online enterprises grow exponentially, and much faster.

Salesforce offers solutions for online businesses, sales, services, and marketing and owing to its excellent services, it has been bestowed several honours including the Number one spot in World’s Best Workplaces. Moreover, customizable CRM offers compatibility and adaptability, which is not often found in CRM software.

Although there are numerous applications of Salesforce in various domains, sometimes, its services are just way more than you can utilize. This leads to searching for alternatives to Salesforce, which offer specific functionality at lower costs, hence eradicating you of the quandary of spending more for lesser features. Here we share some CRM software which can be used as an alternative for Salesforce.

HubSpot CRM

HubSpot is a sales and marketing software that offers an all-around CRM platform with tools and services required to armour your business with best in class marketing tactics. With services in every domain of sales and marketing, HubSpot offers users free courses, eBooks and guides along with services such as Onboarding, Consulting and those of a Service Provider. Tools offered by HubSpot include Marketing Hub, Sales Hub, Services Hub, and CMS Hub.

Features offered by HubSpot

Premium marketing features such as automation, SEO tools and video hosting.
Offers sales automation, e Signatures and lead scoring along with email sequences.
HubSpot comes with an interactive and analytical dashboard, deal pipelines and customizable reports.
Its Service Hub offers Customer Service Automation with multiple ticket pipelines and customer feedback.
HubSpot also offers tools for blog and content creation with SEO, live chat and security monitoring.

Pricing for HubSpot

Software	Starter	Professional	Enterprise
Marketing	Costs $45 per month, and offers tools such as landing pages, email marketing, and ad retargeting	Costs $800 per month and offers marketing automation, SEO recommendations, and custom reports with campaign reporting	Costs $3200 per month and offers services such as team management and advanced reporting with predictive leads
CRM and Sales	Costs $45 per month and comes with customizable sales properties, meeting scheduling, and other basic features	Costs $450 per month and offers sales analytics, custom reporting, eSignature and some personalization features	Costs $1200 per month and offers webhooks, custom objects, scalability, and reporting dashboard
Customer Service	Costs $45 per month and comes with live chats, conversational bots, and simple automation	Costs $360 per month and comes with ticket status and routing, and offers a better customer service with custom reporting and insight dashboard	Costs $1200 per month and helps user manage multiple teams slack integration along with webhooks

Pipedrive CRM

As suggested by the name, Pipedrive CRM allows you to manage and store leads from multiple sources in a pipeline view. Its drag and drop interface to manage leads and organized sales process are quite efficient in optimizing the sales process while the email sync allows you to send and receive mails, without switching to the email service. Moreover, customizable reports managed on synergistic dashboards further boost your business while also assuaging your work. Pipedrive also allows you to manage your work on your mobile devices through Android and iOS applications. Tasks ranging from keeping a record of customer interactions to setting and meeting sales targets to organizing your team, Pipedrive provides you all these services and more.

Features offered by Pipedrive

Pipedrive is a customizable service to cater to your specific needs. Be it adding new fields, pipelines, changing dashboard or products, Pipedrive offers you a personalized experience as a CRM tool.
Integrations with email, chat and other customer support services, Pipedrive allows you to cohesively work on marketing and sales, as a tech stack.
Pipedrive offers courses and workshops to completely understand and learn its applications and working, to extract the most out of the software.
Automation of marketing and sales job to eliminate task repetition is a great relief for marketers, and helps in optimizing business.
With insights from a plethora of user experiences, Pipedrive helps you decide a plan of action to implement for seamless management of your business.

Pricing for Pipedrive

Essential Pipedrive model	Advanced Pipedrive model	Professional Pipedrive model
Costs $12.5 per month per user when billed annually, $15 when billed monthly	Costs $24.9 per month per user when billed annually, $29 when billed monthly	Costs $49.9 per month per user when billed annually, $59 when billed monthly
Efficient to organize activities and setup pipelines to follow	Enables sales and marketing automation for efficient business management	Offers utilities encampassing tools for collaboration to advanced automation for revenue and business growth

Zoho CRM

Zoho CRM is one of the first names that strikes when we talk about a Salesforce alternative. From connecting to your customers remotely, and across different channels to automating leads and actions required, Zoho has all the features of an effective CRM. It offers an interactive and insightful dashboard that helps you monitor sales and business analytics, and predicts future developments based on real-time trends and statistics while also furnishing you with a conversational AI. The AI offered by Zoho, named Zia, identifies convertible leads, so they can be more focused on, in turn, generating more revenue.

Features offered by Zoho

Zoho offers Sales and workflow automation for better lead and account management, and to avoid repetition.
Reports, statistics, funnels and KPIs based on real-time analysis with Target meters to set and achieve milestones.
With predictive sales and Zia voice assistant, Zoho points out convertible leads and detects anomalies while also suggesting assignments and workflows.
With Zoho, you get to customize your page layout, views and fields, and add components and subforms.
Zoho makes project management and team collaboration efficient with tags, chats and groups while also providing data security and compliance.

Pricing for Zoho CRM

Standard Zoho Plan	Professional Zoho Plan	Enterprise Zoho Plan	Ultimate Zoho Plan
Costs Rs 720 per user per month, billed annually	Costs Rs 1200 per user per month, billed annually	Costs Rs 2100 per user per month, billed annually	Costs Rs 2300 per user per month, billed annually
Offers all the utilities in the free version along with scoring rules and workflow management	Offers all the utilities in the standard version along with SalesSignals and business blueprint	Offers all the utilities in the professional version along with Zia AI, a command center and a canvas layout	Offers all the utilities in the enterprise version along with advanced Business Intelligence and Zoho Analytics
Offers to build and manage multiple pipelines, send mass emails and customize dashboards	Helps build forms to collect user data, frame validation rules, and manage inventory	The Enterprise plan comes with advanced customization, portals for multiple users and, mobile SDK	Advanced features with Zia recommendations on different niche

Microsoft Dynamics 365 Sales

Microsoft Dynamics is an adaptive sales solution built for an unpredictable sales environment, keeping in mind the uncertainty in today’s business world. With AI-powered Dynamics sales, you get to know the right clients to focus on, giving you a better lead conversion, while also cutting costs through sales and marketing alignment. Dynamics 365 Sales offers intelligent sales process automation, so you can focus more on engagement and innovative sales solutions, their integrations, and customization. Moreover, insights in previous deals and customer management also help in decision making for similar cases in the future.

Features offered by Dynamics 365 Sales

Single workspace, integrated multichannel tools, and AI predictive scoring help enterprises save time and have better customer interactions.
Dynamics 365 Sales offers a LinkedIn Sales Navigator integration to manage professional relations at scale and envisages customers’ perspectives with the help of surveys and customer data.
Dynamics 365 Sales finds you relevant content with an intuitive interface while saving you time for selling.
Features such as cross-team visibility, scanning business cards for avoiding manual entry, and streamlined workflow through Outlook and Excel enable coordination between sales and marketing, further boosting productivity.
Deal flow visualization, insights, and relationship analysis also helps accelerate sales performance.

Pricing for Microsoft Dynamics 365 Sales

Microsoft Dynamics 365 Sales Professional	Microsoft Dynamics 365 Sales Enterprise	Microsoft Dynamics 365 Sales Premium
Comes with a core sales force automation at Rs 4295 per user per month	Comes with industry-level sales force automation at Rs 6280 per user per month	Comes with features of enterprise version with Sales Insights Add-ins at Rs 8925 per user per month
Offers all Microsoft Integrations without conversational intelligence such as pipeline analysis and coaching tools	Offers all Microsoft Integrations with conversational intelligence tools which require separate add-in licence	Offers all Microsoft Integrations with conversational intelligence tools including product and brand analysis and personalised dashboards
Does not offer any contextual insights	Offers contextual insights including pipeline intelligence and predictive scoring requiring separate add-in licence	Offers contextual insights including relationship and note analytics

Vendasta

Vendasta CRM is a unified sales and marketing solution, specially built for B2B sellers for SMEs. It offers great customer satisfaction with free products and upgrades paths while furnishing the users with management, social media, marketing and listing tools. Vendasta allows you to brand and sell your products the way you deem convenient while also providing detailed reports and analytics to your customers, to display your value. Moreover, even your clients can switch to online business with the free eCommerce tool given by Vendasta.

Features Offered by Vendasta

Continuous and real-time data analysis lets you know the requirements of customers. The AI based pipeline helps you manage those leads and to reach out to your prospect.
Meet scheduling, email marketing and all other tools required in a sales CRM are offered by Vendasta. With all these tools in one place, you can proceed with your sales team without any complicated integrations.
Client research with snapshot report helps you determine the right prospects to deal with.
Vendasta also offers real-time analysis of client engagement with the product; this helps you finding any flaws in your product and improving customer satisfaction.
Track all sales activities with real-time insights with leaderboards and pipeline management tools, while also recording all communications.

Pricing for Vendasta

Vendasta CRM Startup Model	Vendasta CRM Essential Model	Vendasta CRM Growth Model	Vendasta CRM Scale Model
Costs $42 per month and billed at $500 annually	Costs $299 per month and billed at $3588 annually	Costs $499 per month and billed at $5988 annually	Costs $999 per month and billed at $11988 annually
Designed for startups and fresh enterprises looking for client retention	Free onboarding and designed for business that have a base and are looking to establish themselves	With free onboarding, this model is designed for growing businesses and brands	With free onboarding, this model is designed as a commerce platform with team management tools
Offers 1 team member seat and up to 15% discount on resellable apps and services	Offers 5 team member seats and up to 30% discount on resellable apps and services	Offers 10 team member seats and up to 45% discount on resellable apps and services	Offers 15 team member seats and up to 65% discount on resellable apps and services
Offers 5 free snapshot reports and business toolkits, and 2500 emails sends per month	Offers 25 free snapshot reports and business toolkits, and 10,000 email sends per month	Offers 75 free snapshot reports and business toolkits, and 50,000 email sends per month	Offers 125 free snapshot reports and business toolkits, and 100,000 email sends per month

Conclusion

Managing customers and communicating with them is one of the main focuses of a business. Interacting with customers can be done through the help of CRMs. Salesforce has always been one of the best and most popular software for Customer Relationship Management but these alternatives also work quite fine.

FAQs

What is Salesforce?

Salesforce is one of the most popular CRM tools for support, sales, and for marketing teams.

What are the best alternatives to Salesforce?

Some of the best alternatives for Salesforce are:

HubSpot CRM
Pipedrive CRM
Zoho CRM
Microsoft Dynamics 365 Sales
Vendasta

What is CRM?

Customer relationship management (CRM) is a technology through which you can make your company’s relationships and interactions with customers and potential customers.

May 17, 2022