The 5 BEST Sales Tracking Tools and Softwares to Close More Deals

When you hear “sales tracking” it doesn’t exactly sound like the most exciting tool, but hey, if it means closing more deals, we're all for a little monotony, right? Let's dive into the riveting world of sales tracking software, where every click, call, and email is a step closer to that sweet, sweet sale.

What is Sales Tracking Software?

Sales tracking software is a tool to assist sales managers with monitoring what is happening in each deal. From contact collection to cold outreach to nurture to close, sales tracking tools make sure every conversation, email, and update are logged.

In the simplest terms, sales tracking software is the digital equivalent of a highly organized, slightly obsessive personal assistant. It keeps tabs on every interaction, ensuring you're not just shooting in the dark hoping to hit a target. Think of it as your sales team's GPS, guiding you from "just browsing" to "take my money."

What Does Sales Tracking Software Help with?

Sales tracking software is an invaluable asset for businesses aiming to streamline their sales processes and enhance productivity. By automating and organizing sales activities, this technology plays a pivotal role in driving sales efficiency and effectiveness. Here's how it helps:

Lead Generation

The foundation of any sales strategy is identifying and attracting potential customers. Sales tracking software automates this process, enabling businesses to capture leads from various channels effortlessly. By efficiently managing leads, companies can ensure that no opportunity slips through the cracks.

Conversion Rate

Understanding and improving the conversion rate is crucial for any sales operation. Sales tracking software provides insights into the sales cycle, identifying bottlenecks and highlighting successful tactics. This data-driven approach allows businesses to refine their sales strategies, ultimately boosting conversion rates. 

Sales coaches can even support their reps with detailed feedback right after calls.

Sales Email Tracking

Email communication remains a cornerstone of sales interactions. Sales tracking software offers detailed analytics on email engagement, such as open rates, click-through rates, and responses. This visibility helps sales teams tailor their communication strategies to enhance engagement and foster leads.

Call Tracking

Call tracking features within sales tracking software allow businesses to record, analyze, and understand the outcomes of sales calls. This insight is invaluable for training purposes, performance evaluation, and refining sales pitches, ensuring that every call moves the needle towards closing a deal.

Sales Forecasting

Predicting future sales performance is essential for strategic planning. Sales tracking software leverages historical data to provide accurate sales forecasts. These predictions enable businesses to allocate resources efficiently, plan inventory, and set realistic sales targets.

Activity and Funnel Reports

Comprehensive reporting capabilities are a hallmark of effective sales tracking software. Activity reports give a detailed account of sales actions, while funnel reports offer a visual representation of the sales pipeline. Together, these reports provide strategic insights that guide decision-making and strategy optimization, ensuring businesses can monitor progress and adjust tactics to maximize sales outcomes.

How to Track your Sales Calls

Sales tracking software is great to get a complete look at your sales pipeline and understand the ‘why’ behind conversion. But it doesn’t cover everything. 

Recording your sales calls with Claap means you can access any word from any meeting in order to track with more granularity. CRM integration means your sales reps can remember everything prospects say and use it to inform next steps.

You’ll even get an AI-generated summary of everything that was said so team leaders can catch up in seconds. Sounds interesting? Sign up for a free account. 

Best Overall Sales Tracking Software: HubSpot Sales Hub

When it comes to finding a solution that strikes the perfect balance between functionality, ease of use, and integration capabilities, HubSpot Sales Hub often emerges as the front runner. It's not just a tool; it's like a Swiss Army knife for your sales team, equipped with everything you might need to streamline your sales process and enhance productivity.

What is HubSpot Sales Hub?

HubSpot Sales Hub is a comprehensive sales tracking software that integrates seamlessly with HubSpot's CRM platform, offering a wide array of tools designed to enhance every aspect of your sales process. From email tracking and automation to deal management and performance analytics, HubSpot Sales Hub provides a 360-degree view of your sales pipeline, making it easier to close deals and grow your business.

Top Features

• Email Tracking and Notifications: Get real-time notifications when a prospect opens an email, clicks a link, or downloads an attachment. This allows sales reps to follow up at the most opportune moment.
• Meeting Scheduling: Eliminate the back-and-forth of meeting scheduling with integrated calendar tools that allow prospects to book time directly.
• Deal Pipeline Management: Visualize your sales pipeline and manage deals with drag-and-drop simplicity.
• Performance Analytics: Access detailed reports on sales activities and outcomes, enabling data-driven decision-making.
• Powerful Integrations: If you record your sales calls with Claap, you can connect your Hubspot account so all your calls are fed straight into your CRM.

Missing Features

• Lacks Advanced AI-Driven Predictive Analytics: While offering solid analytics, HubSpot Sales Hub may not provide the depth of AI-powered insights and predictive analytics that can forecast sales trends and customer behaviors with high precision.
• User Interface Complexity for Beginners: The platform's comprehensive suite of features may present a steep learning curve for absolute beginners or small businesses seeking an ultra-simplistic, easy-to-navigate interface.
• Limited Customization for Complex Sales Workflows: Businesses with highly specialized or complex sales processes might find the customization options in HubSpot Sales Hub insufficient for tailoring the software to their unique operational needs.
• Separate Customer Service Integration: Although HubSpot offers customer service tools, integrating sales tracking with customer service capabilities for a unified CRM experience might not be as seamless as desired, particularly for managing sales opportunities directly through support tickets.
• Focused Mainly on Sales and Marketing Collaboration: While HubSpot excels in facilitating collaboration between sales and marketing teams, it may not offer the extensive cross-departmental project management and collaboration tools needed for broader organizational workflow integration.

Pricing

HubSpot's sales tool offerings start with a comprehensive free package for up to five users, encompassing tools for marketing, sales, service, CMS, operations, and commerce, aimed at expediting deal closures without any cost. 

The Starter package, at $20/month per seat, builds on this by adding essential sales tools like automation, conversation routing, and e-signature, designed to streamline sales processes and enhance efficiency.

For businesses focused on scaling and automating their sales processes, the Professional package, priced at $100/month per seat, includes advanced features such as sequences, call transcription, playbooks, and forecasting.

Easiest To Use Sales Tracking Software: Less Annoying CRM

For businesses in pursuit of the most straightforward, no-frills approach to sales tracking, Less Annoying CRM emerges as a beacon of simplicity. Tailored to small businesses and those just venturing into the CRM world, it strips away the complexity often associated with sales software, offering an intuitive, user-friendly platform that makes managing customer relationships feel like a breeze rather than a chore.

What is Less Annoying CRM?

Less Annoying CRM lives up to its name by providing a refreshingly simple user interface and a straightforward setup process. It focuses on the core essentials of CRM, facilitating task management, lead tracking, and contact management without overwhelming users with excessive features or a steep learning curve. It’s designed for small teams looking for an efficient way to organize their sales processes without the bells and whistles that can complicate more robust systems.

Top Features

• User-Friendly Interface: A clean, intuitive dashboard that makes navigation and data entry as simple as possible.
• Calendar and Task Management: Integrated tools to help you keep track of appointments, follow-ups, and important tasks.
• Customizable Lead and Contact Management: Easily tailor your lead and contact management to fit your business needs.
• Affordable Pricing: A straightforward, flat-rate pricing model that’s ideal for small businesses on a tight budget.

Missing Features

While Less Annoying CRM shines in simplicity and user-friendliness, it naturally sacrifices depth in certain areas to maintain its streamlined approach:

• Limited Automation and Integration: The platform offers basic automation capabilities but lacks the more advanced, automated workflows and third-party integrations found in more comprehensive CRM systems.
• Simpler Reporting and Analytics: Its reporting features are straightforward and easy to understand but might not offer the depth of insight or customization larger businesses require.
• No Advanced AI Insights: Unlike some competitors, Less Annoying CRM doesn’t include AI-driven analytics or predictive capabilities for forecasting or lead scoring.
• Basic Customization Options: While customization is possible, the options are limited compared to more sophisticated platforms, which might restrict scalability or the ability to adapt to complex sales processes.
• No Offline Mode: Sadly without an internet connection you won’t be able to access the CRM. Other competitors offer an offline mode so you can keep working wherever you are.

Pricing

Keeping with its ethos of simplicity, Less Annoying CRM offers a single, flat-rate pricing plan at $15 per user per month. This transparent pricing model includes all of the CRM's features without the need for upgrades or additional purchases, making it an attractive option for small businesses looking for an uncomplicated, cost-effective solution.

Best AI Sales Tracking Software: Floww

In the arena of sales tracking software where artificial intelligence (AI) is not just a buzzword but a game-changer, Floww stands out. It’s designed for sales teams that are not just looking to track but also to predict and enhance their sales outcomes through the power of AI. Floww is the go-to for those who value data-driven insights and futuristic features to stay ahead of the curve.

What is Floww?

Floww is a cutting-edge sales tracking platform that integrates AI to provide predictive analytics, lead scoring, and automated workflows. It aims to transform raw sales data into actionable insights, making it easier for sales teams to prioritize efforts, personalize interactions, and forecast sales with higher accuracy. Floww is ideal for businesses that want to leverage technology to streamline their sales process, enhance productivity, and ultimately close more deals.

Top Features

• Predictive Analytics: Utilizes AI to analyze sales data and predict future trends, helping teams to focus on the most promising leads.
• Automated Lead Scoring: Automatically ranks leads based on their likelihood to convert, allowing sales reps to prioritize their efforts effectively.
• Intelligent Workflow Automation: Streamlines repetitive tasks and ensures that sales processes are followed consistently, saving time and reducing human error.
• Personalized Sales Insights: Offers customized recommendations and insights, enabling sales teams to tailor their strategies to each lead or customer.
• Advanced Reporting Tools: Provides in-depth reports and analytics powered by AI, offering a deeper understanding of sales performance and opportunities for improvement.

Missing Features

Despite its advanced AI capabilities and comprehensive feature set, Floww may have limitations in areas such as:

• Integration with Certain Platforms: While Floww offers robust integration options, there may be specific third-party tools or platforms with which it does not seamlessly integrate, potentially complicating workflows for businesses reliant on those tools.
• Customization Limits for Very Niche Industries: Businesses with highly specialized sales processes or those in niche industries might find the platform’s customization options slightly limiting.
• Hands-On Training Required: Given the sophisticated nature of its AI features, new users might face a steeper learning curve and may require more extensive training to fully leverage the platform.

Pricing

Floww adopts a tiered pricing strategy to cater to different business sizes and needs. While specific pricing details might vary, it typically offers a range of plans from basic to advanced, with costs increasing based on the level of AI functionality and support required. This approach ensures that businesses can select a plan that aligns with their needs and budget while gaining access to cutting-edge AI sales tracking capabilities.

Best Enterprise Sales Tracking Software: Zendesk

For large enterprises grappling with complex sales cycles and demanding customer engagement requirements, Zendesk emerges as the top-tier solution. It's not just about tracking sales; it's about creating a seamless, integrated experience that enhances both sales performance and customer satisfaction. Zendesk stands tall for businesses that require robust, scalable solutions to manage intricate sales processes across multiple channels and departments.

What is Zendesk?

Zendesk is a powerhouse in the customer service software space that also offers comprehensive sales tracking capabilities. It's designed to support large-scale operations, offering a suite of tools that facilitate not only sales tracking but also customer engagement, support, and communication across various platforms. Zendesk's approach is holistic, focusing on improving the entire customer journey, from initial contact to post-sale support, making it ideal for enterprises looking for a unified solution.

Top Features

• Omnichannel Support: Offers a unified platform for managing customer interactions across email, phone, chat, and social media, ensuring no lead or inquiry falls through the cracks.
• Advanced CRM Integration: Seamlessly integrates with a wide range of CRM systems, enhancing the flow of information between sales and customer service teams.
• Customizable Sales Pipelines: Enables businesses to tailor their sales pipelines according to their specific processes and requirements, offering flexibility and control.
• Automated Workflow and Ticketing System: Streamlines task assignment and follow-up, ensuring that sales opportunities are efficiently managed and customer inquiries are promptly addressed.
• Comprehensive Reporting and Analytics: Provides in-depth insights into sales performance, customer satisfaction, and team productivity, enabling data-driven decision-making.

Missing Features

Despite its extensive feature set, there are areas where Zendesk might not fully meet the needs of certain enterprises, such as:

• Specialized Sales Automation: While offering strong automation capabilities, businesses with highly specific sales automation needs might find the platform's offerings slightly generic.
• Industry-Specific Customization: Enterprises in niche markets or with unique operational models may require further customization than Zendesk can provide out-of-the-box.
• Price Point for Smaller Enterprises: Zendesk's comprehensive solutions come at a premium, which might be beyond the budget of smaller enterprises or those with limited IT resources.

Pricing

Zendesk's Sell Team package, priced at 25 € per agent/month, offers essential sales tracking features like customizable pipelines and email integration, suitable for small teams.

The Sell Growth option, at 69 € per agent/month, adds advanced reporting and forecasting for growing businesses.

For enterprises, the Sell Professional package, at 149 € per agent/month, includes comprehensive tools like deal scoring and task automation, catering to complex sales operations

Best Cross-Department Sales Tracking Software: Clickup

For teams seeking a sales tracking solution that bridges the gap between sales and other departments, ClickUp stands out as the best cross-department sales tracking software. It's designed to foster collaboration and streamline workflows not just within sales teams but across the entire organization, ensuring that sales objectives align with broader company goals.

What is ClickUp?

ClickUp is a versatile project management and sales tracking platform that integrates the functionalities needed for sales tracking with tools for project management, document sharing, task assignment, and communication across departments. It's aimed at businesses that require a unified platform to manage sales activities alongside other departmental projects, making it ideal for fostering a collaborative work environment and ensuring cohesive progress towards organizational objectives.

Top Features

• Unified Workspace: A single platform where sales and other departments can collaborate, share documents, and manage projects.
• Customizable Dashboards: Tailor your sales tracking and project management dashboards to display the most relevant data for each team.
• Advanced Task Management: Beyond basic task assignments, ClickUp offers detailed task management features, including dependencies, subtasks, and custom statuses.
• Robust Integration Capabilities: Seamlessly integrates with a wide array of other tools and platforms, ensuring that sales data and activities can be easily connected with other business operations.
• Comprehensive Reporting: Offers detailed reports that not only track sales performance but also monitor project progress across departments, providing insights into how sales activities impact the broader organizational goals.

Missing Features

While ClickUp excels in cross-departmental collaboration and project management, there are areas where it might not fully meet the needs of sales-specific tasks:

• Specialized Sales Automation: The platform may lack some of the more advanced sales automation features found in dedicated sales tracking solutions.
• Deep Sales Analytics: While offering comprehensive reporting, ClickUp's analytics might not delve as deeply into sales-specific data analysis as some sales-focused tools.
• Dedicated Sales Communication Tools: The platform integrates communication tools, but these may not be as tailored for sales processes (like call tracking or specific sales email templates) as those found in specialized sales CRMs.

Pricing

ClickUp's "Free Forever" plan suits individual users with 100MB storage and essential project management features. 

The "Unlimited" plan, at $7 per user per month, caters to small teams with enhancements like unlimited storage and advanced tracking tools. 

Mid-sized teams can opt for the "Business" plan at $12 per user per month, offering advanced automations and granular controls. 

Large organizations can tailor the "Enterprise" package to their needs, featuring white labeling, advanced permissions, and compliance options for comprehensive project and team management.

Conclusion

It's clear that whether you're a solo entrepreneur, part of a growing small team, or navigating the complexities of a large enterprise, there's a tool out there tailored to your specific needs. 

From HubSpot Sales Hub's comprehensive features ideal for overall sales tracking, Less Annoying CRM's simplicity for those seeking ease of use, to Floww's cutting-edge AI capabilities, and Zendesk's robust solutions for enterprises, each platform offers unique strengths. ClickUp stands out for cross-departmental collaboration, ensuring sales objectives align with broader company goals. 

Ultimately, the right sales tracking software not only streamlines your sales process but also amplifies your team's ability to close deals and drive revenue efficiently. Selecting the right tool hinges on understanding your business's specific challenges and growth aspirations.

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