The 10 best sales tracking software tools for 2023

Top 10 sales tracking software tools

1. Zendesk Sell

2. NetSuite CRM

3. FreeAgent CRM

4. SalesNOW

5. Spiro

6. Salesdash

7. Thryv

8. Keap

9. Skynamo

10. Bitrix24

Zendesk Sell is a state-of-the-art sales tracking CRM‚—a sales CRM for both small businesses and enterprise organizations. Zendesk’s advanced sales automation lets you track leads, analyze sales reports, manage contacts, and refine your sales tactics. With access to robust streamlining features, Zendesk offers greater ease of performance and daily workflow.

Zendesk Sell also assists with lead scoring, determining lead value, and streamlining teamwork between departments. And with hundreds of integration options, you can easily connect your CRM sales tracking app to your other business applications. With one central data location and no toggling between screens, your teams will fall right into alignment.

It also offers an industry-leading sales power dialer which logs and processes key insights and information about every customer experience. With a significant list of intelligent features (including real-time chat, queue management, IVR/Voice recognition, and predictive dialer), Zendesk offers sales reps everything they need to deliver excellent and personalized customer care.
Designed for flexibility and customization of your business, Zendesk Sell offers a host of third party app integrations. An intuitive and easy-to-use interface makes it simple to tailor your sales tracking software to meet your particular needs.

With built-in enrichment tools, you can auto-populate detailed contact information directly into a lead’s contact card. Data enrichment allows you to collect detailed lead information from only an email address. With this information you can conveniently score leads with virtually no manual research.

Zendesk Sell offers a free trial, so you can explore the benefits of industry-leading sales tracking software with no risk.

Features:

NetSuite CRM is a cloud-based CRM software used by small and mid-sized businesses to manage their sales tracking and customer relations. They offer 24/7 live rep support and in-person training.

NetSuite CRM offers sales forecasting and quota management, allowing users to categorize the transaction forecast type to identify quotes, estimates, and opportunities. Real time dashboards deliver role-based reports to marketing, service, and sales teams. NetSuite CRM is a more general, all-in-one cloud solution, which includes sales performance management, order management, and partner management. These can be integrated with NetSuite ERP.

With NetSuite CRM’s marketing automation, you can coordinate marketing campaigns and sales efforts across multiple channels. You can also automate lead capture from websites, direct mail, and search engines. This software can recognize purchasing patterns, which supports upsell marketing.

NetSuite CRM is also compatible with most mobile devices. You can manage everyday activities, submit timesheets and expenses, and update customer and sales data from your personal smartphone or tablet.

Additionally, there is the opportunity to integrate with NetSuite’s ecommerce solution, allowing you to create a single system of record for customer activity and transaction data. This tracks your online interactions with prospects and customers, improving visibility into recently browsed products and services.

NetSuite does not offer a free trial.

Features:

• Email marketing
• Document storage
• Internal chat integration
• Marketing automation
• Lead qualification

FreeAgent CRM is a sales force automation system that combines sales tracking functions with customer relations tools. It offers a long list of features including volunteer management, expense tracking, and drip emails.

Focused on helping teams organize and collaborate, FreeAgent CRM’s software uses boards, lists, and cards to help teams communicate in a visual way.

FreeAgent offers real-time reports that link forecast changes directly to individual activities. Email templates, customizable deal stages, automated task management, push notifications, and instant lead follow-up are available tools to add to your reps’ repertoire.

FreeAgent CRM automatically organizes and tracks emails, calls, and meetings. You can view the volume and quality of interactions to see how quickly leads qualify and why certain leads score poorly. You can also target your ICP in advertising by creating lookalike audiences from your more successful customer interactions.

FreeAgent CRM offers a free trial and a free demo.

Features:

• A/B testing
• Channel management
• Content delivery
• Customer segmentation
• Prospecting tools

SalesNOW is a cloud-based sales CRM available on mobile and desktop devices. SalesNOW offers field sales management and mobile access to agents working outside of the office. In addition, custom fields, advanced searches, and filters help quickly find contacts and accounts.

SalesNOW offers a customizable lead tracking system, allowing for simple follow-up with your leads and automated tools that organize and assign them to the appropriate sales rep.

SalesNOW can be accessed through most mobile phones or tablets for ease of use. SalesNOW’s mobile CRM has all the same features of the online platform and is compatible with iOS, Android, and BlackBerry.

In addition, SalesNOW offers mobile mapping, allowing you to peruse your customer information on a map instead of a list. This can offer insight into which customers are near you or clustered in certain geographical demographics. You can also work directly from this map. Email or call your customers while en route by clicking the relevant map pin.

You can also integrate SalesNOW with your email account, allowing you to keep all relevant information about a lead, deal, or account in one secure place. Using Outlook or Gmail integration lets you save contacts, emails, and calendar entries directly into SalesNOW for further use.

SalesNOW offers free online training and is designed for quick implementation.

Features:

• Email marketing
• Lead distribution
• Prospecting tools
• Performance metrics
• Customer service analytics

Spiro is a sales tracking CRM designed for B2B companies, serving industries like manufacturing, finance, real estate, logistics, and insurance.

Spiro’s AI engine is designed to work in the background, automatically collecting data from email, voice, and text to track engagement throughout the sales cycle. The Spiro Assistant automatically uses conversations from your connected email account to create contacts and opportunities. Spiro also attempts to enrich company and contact details, supplementing your date with information from LinkedIn, profiles, addresses, and more.

Spiro consolidates customer touchpoints, creating records for each prospect or customer interaction (including emails, texts, notes, and meetings). Automated call logging and call transcriptions similarly create specific records of phone interactions.

Spiro’s big claim is that its interface simplifies pipeline management. With Spiro, you can drag and drop input deals across the sales stages to keep track of how far along each deal is in the sales cycle. The Spiro Assistant also provides users with a daily to-do list of tasks, both AI- and user-generated, as well as follow-up reminders based on the user’s activity (or lack of it).

Spiro integrates with numerous tools, including Microsoft Office 365, Zendesk, NetSuite ERP, QuickBooks, Slack, and Zoom. It can also integrate with HubSpot features for things like contact activity and management, email marketing, and contact and company insights.

Features:

• Calendar/reminder system
• Sales forecasting
• Referral tracking
• Lead management
• Performance metrics

Salesdash is a simplistic and easily-parsed CRM where you can create or import contact information in order to track client activity. You can set reminders yourself or have the software set up intuitive reminders for you. The dashboard will also display daily tasks and highlight any overdue tasks which you might have missed. Additionally you can create custom statuses for leads and subsequently track where that lead is in your sales process.

Unlimited custom fields mean you can include as much client information as needed. You can then run reports on your contacts, clients, and accounts. Salesdash has integrations with Google and Outlook that allow you to connect your email and/or calendar to the software.

Salesdash helps manage pipelines by building custom pipeline stages based on your preferred customer journey. You can track clients through the buying process, as well as can create and customize multiple funnels as needed.

You can also build custom web forms with your desired field to help capture web leads. You’ll receive email and in-software notifications for any new leads that come in.

Salesdash offers a 14-day trial to test drive their software.

Features:

• CRM
• Mobile access
• Calendar/reminder system
• Forecasting
• Task management

Thryv is an appointment schedule sales app with a long list of features, including 2-way messaging, room booking, mobile payments, and tax calculation.

Thryv is a Google Premier Partner, designed to help potential customers find your business. You can generate a custom review request URL through Thryv that can be shared with customers in the hopes of generating more reviews to bolster your company.

Thryv also organizes customer messages into one inbox. Automated reminders can be set up to ensure that you are corresponding with your leads promptly and regularly. Thryv also lets you offer service packages to customers, with the aim of securing appointments and advance sales.

Thryv integrates with a variety of other apps and services including Facebook, Instagram, Twitter, Yelp, Square, Stripe, Paypal, Quickbooks, Jotform, WordPress, Zoom and Google. Real-time review monitoring and social media management aim to let you curate how customers view your company at large. You can also pull information from your competitors to gain data on how they are performing and why their numbers are different.

Thryv offers a free trial and also has a mobile app allowing you to manage and track your sales from your smartphone, tablet, or other devices.

Features:

• Analytics/ROI tracking
• Automated scheduling
• Marketing automation
• Emailing marketing
• Billing portal

Keap is a web-based sales activity tracker with mobile capability and in-person training for new users. Keap offers a large range of simple to advanced automations with the ability to select and customize which automations suit your business needs. Keap’s primary focus is quick customer follow up. Keap allows users to automate many follow-up processes, such as sending out mass texts and emails to potential clients.

Keap tracks lead information including behavior trends, preferences, and likeliness to buy. Their sales and marketing automation is subsequently meant to move the most qualified leads down your sales pipeline.

Keap is integratable with over 2,000 third party apps, allowing you to incorporate programs your company already uses into your CRM software. All data is kept in one place and accessible from either a desktop browser or Keap’s mobile app.

You can also utilize Keap Business Line to create an exclusive company phone number for lead conversations. You can use Keap Business Line in order to manage a local number, a business voicemail, and auto-reply messages. Using this business line, you can keep two numbers on one phone. This aims to give your reps more freedom in the field.

Keap offers a free trial and a long list of other features including promotions management and a self-service portal.

Features:

• Calendar/reminder system
• Live chat
• Performance metrics
• Email marketing
• Reporting analytics

Skynamo is a cloud-based sales tracking software for manufacturers, wholesales, and distributors. This website describes its software as a field sales app. It offers real-time reporting and automated sales analysis allowing you to track your retail movement, sales activities, orders, forecasted sales, customer visits, and other information happening in the field.

Skynamo aims to streamline CRM and contact management by letting you view customer history, location, contacts, and products ordered in an organized manner. It also offers live order capturing meant to improve on order accuracy and invoicing turnaround time.

Skynamo allows you to customize your software based on what industry your business operates in. It offers specific assistance with broader industry categories such as manufacturing, distribution, wholesale, and imports, and more specific industry categories such as agriculture, office supplies, minerals & mining, etc.

Skynamo offers resource planning and accounting software integration with a specific list of integration partners including Sage, Acumatica, Xero, Microsoft Dynamics 365, BigCommerce Partner, Syspro, and Quickbooks. In addition, the Skynamo Public API allows third parties to access client data after receiving an API key from the Skynamo services team.

Skynamo has a variety of online training resources through their knowledge center. This includes webinars on demand, videos, and an industry thermometer (which tracks the values of orders being captured by customers and compares that data to the data of other companies that use Skynamo).

Skynamo pricing is based on number of users and features, and provides custom quotes instead of pre-priced packages.

Features:

• Call management
• Mobile access
• Performance metrics
• Document storage
• Forecasting

Bitrix24 is a sales call tracking software platform for companies and small businesses.

Bitrix24 aims to create a virtual office for your company to work and collaborate from, regardless of your agents’ locations. Bitrix24 offers HD video calls and conferences for up to 48 participants with no time limit. You can also record calls and change video chat backgrounds. Bitrix24 offers private and group chats as well as an online time clock meant to keep sales teams coordinated.

Bitrix24 generates leads from multiple channels, including web forms, live chats, phone calls, and social media, which are then added to your CRM automatically. Bitrix24 has a built-in lead scoring tool designed to prioritize your leads for your sales reps. It also assigns those prospects automatically once qualified.

Additionally, you can monitor your project activity, receive work reports, and distribute company workloads through Bitrix24. They offer a variety of visual project management aids, including printable Gantt charts and customizable Kanban boards.

You can also set up your own call center with smart routing and call tracking, along with your own live chat and customizable chatbots with preprogrammed replies. Similarly, you can customize feedback and callback request forms for your website.

They offer a free plan for starter business tools, as well as a 30-day free trial.

Features:

• Activity tracking
• Call management
• Sales analytics
• Prospecting tools
• File sharing