15 Best FREE Sales Management Software (2023) - The first knowledge sharing application in Vietnam

Salespeople use sales management software to manage and record their day-to-day activities and keep track of their pipelines, contacts, and more. It’s also used by sales managers to identify trends growth opportunities and manage team onboarding, coaching, and motivation.

The main advantages of using a sales management solution are to clear tedious tasks from your schedule, also helps you to focus on the activities that drive sales. This applies not only to you as a sales manager but also allows you to keep track of and streamline your team’s activities for minimal input and maximum output.

Following is a handpicked list of Top Sales Management Software, their key statistics, pros and cons, features, and website links. The list contains open-source (free) and commercial (paid) software. Read more…

Mục lục bài viết

Best Sales Management Software

Name
Monday
Pipedrive
Zoho CRM
SalesForce
Features
✔️ Offers that allow macro-level views of projects
✔️ It offers services in multiple languages
✔️ Cut sales-related legwork
✔️ Automate your workflow, cut the legwork
✔️ It allows you to access your business contacts at your fingertips.
✔️ Zoho CRM enables you to manage your tasks and deals efficiently.
✔️ Build more meaningful and lasting relationships.
✔️ It offers improved communication and training materials.

Price
Free Forever Plan
14 Day Free Trial (No Credit Card Required)
15-day free trial (No Credit Card Required)
30 Day Free Trial (No Credit Card Required)

Review/Rating
4.7
4.6
4.5
4.4

Link
Visit website
Visit website
Visit website
Visit website

Monday.com is one of the best sales management systems that offers a clean interface with colour-coded features. This workflow software is suitable for big or small teams, and it also provides a user-friendly mobile app and highly customizable workflows. It also helps you to collaborate with your team in one shared workspace

#1 Top Pick

Monday.com

5.0

Email Automation: Yes

Integration: Microsoft Teams, Dropbox, Slack, Zapier, Google Drive, etc.

Free Trial: Free Forever Plan

Learn More

Features:

Offers that allow macro-level views of projects
Easy integrations with dozens of platforms like Slack and Google Drive
This software for sales managers offers services in multiple languages
You can add your action items reorder based on priority
Allows you to assign team members to each action item and monitor your plan’s progress at every stage.
Supported platforms: Windows, Mac, iPhone, Android, and web
Pricing: Four Pricing plans: 1) Individual – $0 per month, 2) Standard – $10 per month, 3) Pro – $16 per month, 4) Enterprise/quote-based
Free Trial: Free Forever Plan

👍 Pros
👎 Cons

It offers unlimited users and boards.
It offers unlimited users and boards.

It also helps you to collaborate with your team in one shared workspace.
You can add a few users costs you extra money.

Provides services in multiple languages

It enables you to integrate it with your existing tools.

It helps your team to stay on track with sprints.

Visit Monday >>

Free Forever Plan

Pipedrive is a centralized sales hub designed to present data in an accessible and readable format, allowing salespeople to collaborate, optimize their sales process, and even forecast sales cycles. It helps you to create customized sales reports. It helps you to improve your sales process and get your team on the path to sales success.

Pipedrive

4.9

Email Automation: Yes

Integration: Zapier, Google Meet, Microsoft Teams, Pipechat, HubSpot, etc.

Free Trial: 30 Day Free Trial (No Credit Card Required)

Learn More

Features:

Live chat feature that allows customers connect with the sales reps easily
This software for sales management Cut sales-related legwork
Automate your workflow, cut the legwork
You can create and send invoices to your invoicing app directly from Pipedrive
Capitalize on dedicated lead qualification features
Supported platforms: Linux, Windows, Android, iPhone, Mac, Web-Based, etc.
Pricing: 1) Silver: US $12 .50 per month 2) Gold: $24.20 per month 3) Platinum: US $49.17 per month.
Free Trial: 14 Day Free Trial (No Credit Card Required)

👍 Pros
👎 Cons

You can access your sales data on the go from any device
It is meant for small to mid-scale businesses.

It helps you to gain valuable insights about your contacts with one click
Limited solutions and features to handle marketing.

Automate sales tasks

Tailor your processes to your business needs

Visit Pipedrive >>

14 Day Free Trial (No Credit Card Required)

Zoho CRM is sales team management software that helps you organize contacts, tasks, and deals in one place. It enables you to maintain your customers’ address book from your sales team member’s access to a centralized location. You can keep tabs on your key performance metrics, pipeline, and targets for the month.

Zoho CRM

4.8

Email Automation: Yes

Integration: Google, Zapier, GitHub, Dropbox.

Free Trial: 14 Day Free Trial

Learn More

Features:

It allows you to access your business contacts at your fingertips.
Zoho CRM enables you to manage your tasks and deals efficiently.
Provide virtual selling, enablement, forecasting, and planning.
It is one of the best sales management software that provides Multiple Pipelines.
It offers helpdesk, email & social media marketing, surveys, and analytics built around your CRM.
Supported platforms: Web, Android, and iOS.
Pricing: Four pricing plans: 1) Standard- $14 /user/month billed annually 2) Professional- $23/user/month billed annually 3) Enterprise– $40 /user/month billed annually 4) Ultimate-$52/user/month billed annually.
Free Trial: 15-day free trial (No Credit Card Required)

👍 Pros
👎 Cons

Turn sales activities into games
Limited customer support

Provide real-time actionable sales notifications

Offers an advanced BI – bundled with Zoho Analytics

It helps you to convert your live chats into leads

You get a glimpse of what stage each customer.

Visit Zoho CRM >>

15-day free trial (No Credit Card Required)

Sales Cloud by Salesforce is a valuable tool for building a productive sales process, managing the sales pipeline, and leveraging CRM software to increase selling opportunities. It helps you to grow your revenue with confidence. It offers a built-in AI-based sales assistant who could eliminate manual data. It offers the ability to set complex workflow rules and automation

SalesForce

4.7

Email Automation: Yes

Integrations: Google Workspace, Slack, Quickbooks, etc.

Free Trial: 30 Days

Learn More

Features:

You can keep tabs on your key performance metrics, pipeline, and targets for the month.
You can increase customer loyalty, retention, and satisfaction.
Enables you to identify new opportunities to help address any problems.
Build more meaningful and lasting relationships.
It offers improved communication and training materials.
It helps you sell more and close deals faster with regular feature releases.
Supported platforms: iOS and Android.
Pricing: Four Pricing plans: 1) Essential- $25 per month 2) Professional– $75 per month 3) Enterprise- $150 per month 4) $300 per month
Free Trial: 30 Day Free Trial (No Credit Card Required)

👍 Pros
👎 Cons

Deliver tailored sales experiences with in-depth contact and account management.
The pricing structure is complicated.

Track sales opportunities and move forward faster
It has a steep learning curve.

Streamline the sales process.

Quickly create up-to-the-minute quotes.

It helps you create a sales process unique to your business.

Visit SalesForce >>

30 Day Free Trial (No Credit Card Required)

HubSpot is sales software with a powerful dashboard showing sales statistics in real time. This sales management software allows you to track deal flow based on performance, and it offers an all-in-one solution to run complete inbound marketing campaigns.

HubSpot

4.6

Email Automation: Yes

Integration: Microsoft Teams, Dropbox, Slack, Zapier, Google Drive, etc.

Free Trial: Free Forever

Learn More

Features:

Allows you to open an attachment for timely, relevant follow-up with the hottest leads
You can automate time-consuming tasks like lead rotation, task creation, and more
It helps you eliminate manual entry as every lead’s contact info and clicks get logged automatically
Supported platforms: Web, Android, and iOS.
Pricing: Four Pricing plans: 1) Starter- $45/ per month. 2) Professional-$800/ per month 3) Enterprise- $3200/ per month.
Free Trial: Free Forever Plan

👍 Pros
👎 Cons

It offers the features of Contact management and Pipeline management.
It can get expensive as your needs grow.

It provides Forms, Ad management, Live chat, and Chatbot builder features.
Few templates and forms are hard to customize.

Operations Managers can use features like productivity tools and prospect tracking.

Time-to-close reports and conversations inbox for the customer service teams.

Visit HubSpot >>

Free Forever Plan

ClickUp is an effective tool to create a repeatable sales process for your team by making it easy to set up appointments, track leads, and allows you to send quotes. This sales management software allows you to assign and resolve comments to tasks. It allows you to add headers, bullets, colours, and more to customize your important notes. It helps you to create a highly visualize dashboard.

ClickUp

4.5

Email Automation: Yes

Integration: Google drive, GitHub, Bitbucket, Cloud, etc.

Free Trial: Free Forever Plan

Learn More

Features:

Automated text messaging
Create your plan of action
Provides a customer-centric approach
It offers a highly efficient dashboard view
You can access notes from your browser or mobile device
It helps users to synchronize inboxes, contacts, and calendars into the CRM
Enables you to sort tasks by project
Supported platforms: Windows, Mac, Linux, iOS, Android, etc.
Pricing: Three pricing plans 1) Lite-$56/month 2) Pro-$119/month 3) Max- $140/month.
Free Trial: Free Forever Plan

👍 Pros
👎 Cons

It has automated emails and texts that save you time on follow-up.
Too many options for customization.

Keeps your work calls and messages separate.
Does not offer the greatest UI designs.

It helps you to create a repeatable sales process for your team.

Automate your repetitive marketing tasks

Visit Clickup >>

Free Forever Plan

Zendesk is a sales management app that helps you enhance sales teams’ productivity, processes, and pipeline visibility. This sales management tool helps you keep track of every interaction with every customer and turn that data into a report. It allows you to make calls, send emails, schedule meetings, and it helps you to focus on the highest value leads.

Zendesk Sell

4.4

Email Automation: Yes

Integration: JIRA, Salesforce, Shopify, Slack etc.

Free Trial: 14 Day Free Trial (No Credit Card Required)

Visit Zendesk Sell

Features:

Sell delivers complete pipeline visibility so you can plan, track, manage and analyze your sales process
You can conduct your marketing campaigns
You can build your apps with the help of the Zendesk Apps framework
Dive deeper into your sales data with prebuilt dashboards
Supported platforms: Android and iOS.
Pricing: Three pricing plans: 1) Sell Team- $19 per month 2) Sell Professional- $49 per month 3) Sell Enterprise- $99 per month.
Free Trial: 14 Day Free Trial (No Credit Card Required)

👍 Pros
👎 Cons

You can collect your customer support tasks and manage them in one single place.
Zendesk pricing is relatively high.

Maximize productivity, pipeline visibility, and revenue for sales teams

Sell gives sales reps access to integrated tools that provide the full context of a customer account

It helps you to manage sales efficiently

Make calls, send emails, schedule meetings, and view deal history all from one place.

Visit Zendesk >>

14 Day Free Trial (No Credit Card Required)

An ACT is an all-in-one CRM for sales and marketing tool which allows you to generate repeated clients. It is one of the best Sales Management software for small businesses that allows you to perform advanced contact management and email marketing features.

Features:

It helps you to keep all your contact & customer details
Act offers customizable dashboards integrations with Outlook, Gmail, Zoom, and DocuSign.
You can unlock the full potential of Act! with Custom Tables! Manage detailed
Optimize methods you and your team communicate with prospects and customers
It helps you to generate repeat clients and build even stronger relationships.
Supported platforms: Android and iOS apps
Free Trial: 14 Day Free Trial (No Credit Card Required)

👍 Pros
👎 Cons

WYSIWYG email editor
Steep learning curve

Email deliverability reporting
Many routine tasks present significant difficulties

Eady Data quality management

Marketing Automation Integration

Highly customizable and versatile

Visit Act! CRM >>

14 Day Free Trial (No Credit Card Required)

Keap is a sales management software app that helps you increase your business and improve customer service. It allows you to capture new leads, assign tasks, and send emails to clients. It enables you to access client information from any device. You will get a dashboard to track the sales process.

Keap Keap

Features:

Enables you to connect the Keap app with Outlook or Gmail.
Clients can make payments in one click.
A dedicated business line that keeps your work calls and messages separate.
You can create smart forms using which you can collect client data.
Scheduling and managing appointments are easy.
Supported Platforms: Web-based, Android, & iOS.
Pricing plans: Three pricing plans: 1) Lite- $40 per month, 2) Pro – $80 per month), and 3) Max- $100 per month
Free Trial: 14 Day Free Trial

👍 Pros
👎 Cons

Provides functionalities for creating custom forms and embeds them to websites or landing pages.
Keap is an expensive tool.

It offers features for sending emails, making a call, etc.

Automate your repetitive marketing tasks

You can create a repeatable sales process for your team

Keeps your work calls and messages separate.

Visit Keap >>

14 Day Free Trial

Freshsales helps you to accelerate your revenue with context-driven sales, and it helps you to grow customer value with integrated sales and support. Bring sales and support functionalities together with the Freshdesk Integration.

Freshsales

Features:

You can send sales goals and monitor in the system on a daily, weekly, or quarterly basis
Auto-assignment rules automatically assign lead contacts to specific sales.
Improve sales conversions with AI-powered insights
Sales forecasting tools to analyze future revenue and growth potential
Pricing: Four Pricing plans: 1) Free: Unlimited users 2) Growth:$18 per user- per month 3) Pro:$47 per user, per month 4) Enterprise:$83 per user- per month
Free Trial: Lifetime Basic Free Plan

👍 Pros
👎 Cons

Offer robust automation capabilities for assigning leads, territories, tasks
They limited dashboard customization capabilities on the free plan.

Provides AI-powered Chatbots to chat with visitors in real-time.
The platform has limited per-user storage.

It helps you to improve seller effectiveness by streamlining your sales process.

You can reduce IT complexity & cost with a comprehensive solution

Capture visitor information with customizable Web Forms

Visit Freshsales >>

Lifetime Basic Free Plan

Close is a great CRM tool to manage your relationships with leads and customers. It offers impressive sales automation features that can help nearly any lead generation or sales process. This sales management software helps you to centralize much of your lead generation and sales pipeline and organizes your entire team.

Close Close

Features:

Easily import your leads
Intuitive and easy-to-use dashboard
VOIP calling right out of the box
Send in bulk without any tech stress
It helps you to track your emails, so you know who opened what
Undo-send feature allows you to fix any errors
Supported platforms: Web, Mac, and Windows.
Pricing: Three pricing plans 1) Starter- $29 per month. 2) Basic- $69 per month. 3) $99- Professional per month.
Free Trial: Yes – 14 days

👍 Pros
👎 Cons

You can focus on your red-hot leads first
A little of a steep learning curve

It offers feature for HTML customization so you can easily brand your campaigns
Free plans offer a very limited number of features.

It enables you to remain focused on the deals that matter most

You can schedule your emails to send when you want

Visit Close >>

14 Day Free Trial

EngageBay is a simple, affordable, all-in-one marketing and sales CRM software built for small businesses and start-ups to acquire, engage, nurture web visitors, and convert them to happy customers. It helps you to automate your marketing and sales funnel.

Engagebay

Features:

It helps you receive and make calls to your contacts without ever leaving your CRM.
Track every metric of customer behaviour and get insights into pages to read time spent per page.
This sale management software offers a 360-Degree Customer View.
Multi-Ticketing Groups.
You can create customized reports using different criteria and generate metrics.
End-to-end Interaction Management.
Supported platforms: Web, Mac and Windows, Android, and iOS.
Pricing plans: Four pricing plans 1) Free 2) Basic – $11.99 3) Growth- $39.99 4) Pro- $63.99.
Free Trial: Free Forever Plan

👍 Pros
👎 Cons

EngageBay records all your communications with clients via phone and email
Provides very fewer options in templates.

Advanced automation and 50+ features.
Does not have an SMS function.

EngageBay gives you a complete view of every interaction you have ever had with your leads

Let your sales agents perfectly deliver every time on every call.

Streamline the sales processes by creating tasks and adding tasks automatically

Visit Engagebay >>

Free Forever Plan

13) Insightly

Insightly is a sales management software that offers advanced functionality and a wide range of integration options. It helps you to track relevant lead information.

Insightly CRM

Features:

It allows you to create a multi-step business process with Insightly.
Easily customizable reporting.
It helps you to build personalized marketing campaigns to help grow your business
Align your teams around a single source to gather customer information
It helps you to build custom applications for your business.
You can design the dashboard according to your need.
Supported platforms: Windows, Android, and iOS.
Pricing: Three Pricing plans: 1) Plus-$299 per month 2) Professional- $599 per month 3) Enterprise- $1,299 per month.
Free Trial: Yes – Free for 2 users

👍 Pros
👎 Cons

Create engaging customer journeys and grow pipeline
It doesn’t provide live chat support and on-premises deployment.

It provides an uncommon and handy relationship-linking feature
Does not have any automation feature.

It helps you to stay connected to the apps you already use

You can create a multi-step business process with Insightly.

Centralize your customer data that helps you to close more deals

Visit Insightly >>

Free for 2 users

14) Nutshell

Nutshell CRM is built for sales teams which collaborate to increase conversion rates. It also offers email marketing capabilities that make it an all-in-one tool for growth marketing.

Nutshell is entirely customizable and can help lead management, generation, and lead scoring. It also supports sales automation email sequencing and integrates well with third-party applications such as Gmail and Outlook.

Nutshell

Features:

Complete sales process automation
Visual pipeline management
Customizable performance reports
Centralized contact management
Free data migration assistance
Email templates and automated sequences
Team collaboration and marketing tools
Supported platforms: Android and iOS
Pricing: Two pricing plans: 1) Starter Plan at $22/user/month 2) Pro Plan at $35/user/month.
Free Trial: Yes – 14 days

👍 Pros
👎 Cons

Automate your sales and marketing email
This sales management tool doesn’t allow you to import contacts from your social media sites.

Sales reporting and forecasting
Nutshell is suitable for smaller businesses and medium-sized businesses. It can’t handle complex business processes.

You can design and send marketing emails to thousands of contacts

Deliver drip sequences at the perfect moment

It helps you to track the impact of your marketing emails in real-time

Visit Nutshell >>

14 Day Free Trial

15) Copper

Copper is sales team management software fully integrated with popular Gmail and Google Calendar tools. Many Copper users mentioned switching from Salesforce or HubSpot to save money with a more stripped-down solution. It provides a dashboard that displays the sales amount you need to achieve.

Copper Copper

Features:

Offers real-time currency conversions.
It helps you manage your contact by customizing contact types of categories of business relationships.
Deliver robust revenue analytics that gives you visibility into your entire sales funnel in real time.
Email Sequences & Drip Campaigns.
Built to work seamlessly with G Suite.
It offers s many templates to send emails in bulk.
Supported platforms: Web, Android, and iOS.
Pricing: Three Pricing plans: 1) Basic- $25 2) Professional- $59 3) Business- $119.
Free Trial: Yes – 14 days

👍 Pros
👎 Cons

Automate your sales and marketing email
This sales management tool doesn’t allow you to import contacts from your social media sites.

Sales reporting and forecasting
Nutshell is suitable for smaller businesses and medium-sized businesses. It can’t handle complex business processes.

You can design and send marketing emails to thousands of contacts

Deliver drip sequences at the perfect moment

It helps you to track the impact of your marketing emails in real-time

Visit Copper >>

14 Day Free Trial

16) Nimble CRM

Nimble CRM is an app that helps you manage client contacts into segmented lists effectively. It also helps you organize your team tasks, events, and communications to each deal, and it provides a dashboard to manage appointments and tasks.

Nimble CRM

Features:

Manage your sales process
Track your team’s activities
It is available as a browser widget, mobile app, and more.
It helps you to organize contacts with tags and notes.
Supported Operating Systems: iPhone, Mac, Web-Based, etc.
Pricing: Two pricing plans: 1) Nimble Business (Monthly) US $25 2) Nimble Business (Yearly) US $19.
Free Trial: Yes – 14 days

👍 Pros
👎 Cons

You can set reminders and can extend nimble with more tools.
Doesn’t have a good email editor.

It helps you to improve sales pipeline tracking and reporting.
It comes with only one pipeline

Get a complete view of upcoming events and meetings.

It helps you combine your contact’s social media connections with more than 160 apps.

Visit Nimble >>

14 Day Free Trial

17) Sugar CRM

SugarCRM is an easy-to-use software that allows you to create detailed profiles of customers so you can track everything about that potential customer. This sales management app lets you map out their journey, from their first Conversation to customer satisfaction.

SugarCRM also summarizes your performance and offers datasheets and reports to help you with sales forecasting and identify areas for improvement.

Sugar CRM

Features:

You can access customer opportunities, purchase history, and other details
Effortlessly map out each customer journey
You can keep track of your most critical customer interactions and information
Automate your most complex business processes with drag-and-drop ease
Supported platforms: Windows, Linux/Unix/Mac OS.
Pricing: Four Pricing plans: 1) Sugar Professional- $52 2) Sugar Enterprise $85 3) Sugar Serve- $80.
Free Trial: Yes- 7 Days.

👍 Pros
👎 Cons

Integrate the CRM solution with any app from your email and calendar.
Slow load times and clunky navigation

Multi-channel Marketing Platform for All Business Needs
The system offers limited data reporting functionalities

Create professional-quality landing pages, bulk emails, and conversion forms.

Use AI lead-interest analysis to quickly create dynamic, multi-phase, highly targeted campaigns.

It helps you to analyze performance & Visualize Results.

Visit Sugar CRM >>

7 Day Free Trial

» Check here our list of the Best Lead Management Software

FAQs

Sales management is the process of planning, organizing, leading, and controlling sales activities within an organization. It includes setting goals, defining objectives, developing strategies and tactics, motivating employees, and measuring results.

The goal of sales management is to ensure that sales efforts effectively meet customer needs and achieve company objectives.

Following are the Best Sales Management Software:

Monday
Pipedrive
Zoho CRM
SalesForce
HubSpot
ClickUp
Zendesk
Act! CRM
Keap

Here are some important features which you should look for in your sales tracking software:

A lead capture system allows you to easily collect information about your leads, like the name, email address, and contact information.
A conversion tracking system will let you know how many of your leads have converted into customers.
A sales report that will show you how much revenue was generated from each stage of your sales process (lead generation, contract negotiation, lead conversion, and
It helps you determine whether you should be spending more time on lead management or you should focus on your team’s sales pitch.
It helps you to find out the source where sales lead comes from.
You can easily spot potential problems in your sales process caused by upselling that is cutting into sales of the baseline product.

Some advantages of using a Sales Management System include:

It can help reduce wasted time and effort by tracking the progress and status of deals from beginning to end.
Sales management apps also help sales reps better understand customer needs and trends.
It provides up-to-date information on the status of each lead so managers and team members
Help sales teams optimize their sales process
Improved customer retention rates.
Reduced lead management costs.
It can provide visibility into how successful campaigns are performing.

Best Sales Management Software

Price
Free Forever Plan
14 Day Free Trial (No Credit Card Required)
15-day free trial (No Credit Card Required)
30 Day Free Trial (No Credit Card Required)

Review/Rating
4.7
4.6
4.5
4.4

Link
Visit website
Visit website
Visit website
Visit website