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A sales pipeline provides a clearer picture of your sales efforts and the right forecast for a prospect.
However, you need the right visualization of the sales pipeline to identify the roadblocks and prioritize the leads.
This analysis is based on factors such as scalability, automation, lead management, integration, and pricing.
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Our team of writers has gathered insights from the top sales experts and scoured the internet.
We also personally test each tool against various features and rate them based on this analysis.
There are various reasons for this.
AI-powered automation campaigns, automation templates, and a drag-and-drop interface.
Youd also love its custom chatbots for engaging with prospects around the clock.
you might customize the chatbot with colors.
These contacts can be sorted into table view or reorganized into the Kanban view with real-time status updates.
I also found Freshsales contact management more comprehensive and easy to use than Pipedrive.
Freshsales allows you to set up email sequences in automation and perform tasks for successful lead qualification.
Pick from a range of pre-made templates, and youll have emails sent in automation.
Lastly, its sales intelligence does not predict anything in thin air!
In ourFreshsales review, we gave it an amazing 4.0 out of 5 stars.
First, it automates the contact import and creation.
Next, it sends an automated email to book an appointment.
If the client hasnt booked any appointments, Keap automates personalized follow-up emails.
As the user scales and the contact requirement increases, the pricing increases.
Here is how it works:
4.
Pipeline CRM
Intuitive Sales Pipeline Solution
Pipeline CRM is known for creating an intuitive sales pipeline.
I like its extensive dashboard that shows your deals and total revenue collectively in one place.
you’re able to view different stages of deals and amounts in each stage through the dashboard.
Plus, choose each stage, and youll have a detailed list or Kanban view of each stage.
For example, I can view pitches delivered or total delivered proposals by clicking on the option.
Pipeline saves you from tab switching by syncing your email inbox in one place.
Integrate it with Gmail or Microsoft Outlook to create email campaigns or manage bulk emails.
you could track the email campaigns and add recipients with this feature.
One of the biggest pitfalls of Pipeline is its navigation.
For instance, the automation feature is buried under the account options.
It offers four pricing options:
5.
What I like most is that HubSpot notifies you about which activity results in the highest revenue.
Im also impressed by HubSpots workflow templates.
Pick whether it is a deal-based, contact-based workflow, or any other bang out.
Overall, HubSpot fits the bill for small and medium-sized businesses with access to free features.
It offers four pricing options:
6.
This feature filters your list automatically based on live data.
However, one thing I didnt like about it is youll never know where the contact went.
Say I want to scour the email contacts of the VP of content at Netflix.
you’re free to import the prospect as a lead or contact and create a new sales pipeline.
Zendesk Sell has automations in the form of sequences and triggers.
you might set up triggers for the actions that occur when a certain action is completed.
A sequence sets up a series of taskswith few automations.
It has three pricing options:
7.
The platform is fairly intuitive, and you wont have a hard time learning it.
The deal management gives you a comprehensive view of all your deals in a single interface.
Deals can be moved to the next stage using a simple drag and drop.
press the contact icon to get a 360-degree view of your contacts.
you’re free to customize the views and add widgets to your contact card.
For example, I could drag various widgets like deal record stages, files, and sequences here.
Another distinguishing feature is its email campaign builder.
So, it’s possible for you to build custom workflows using actions and conditions.
However, I feel their email templates are scarce and need more variations.
Also, I would have loved some pre-made workflow templates to save some time.
After the free trial, it’s possible for you to pick from three options:
8.
The most significant feature of Bitrix24 is its deal management.
However, there is no automated deal management.
Youll also love its extensive reportingwith real-time tracking of your sales funnel, sales plan, and sales trends.
The vast reporting feature gives you a sneak peek into deals, contacts, invoices, and ROI.
Bitrix24 is a suitable choice if youre looking forCRM functionalitiesalong with marketing, inventory management, and collaboration features.
One of the most important features for me is Coppers pipeline builder.
Create new fields and apply filters to sort the relevant deals.
Additionally, it’s possible for you to sort the pipeline into list and board views.
Copper CRM takes a step ahead with its easy automation feature for email, workflow, and task automation.
The email automation offers templates for people, companies, and pipelines.
Similarly, you’ve got the option to automate the task creation using a specific trigger and entity.
It offers four pricing plans:
10.
As usual, the sales pipeline can be sorted into Kanban or list view.
Capsule calculates the project value using the total project cost and milestone probability.
I also like that it’s possible for you to view the sales pipeline in the visual dashboard form.
The dashboard gives a pipeline forecast and the ability to sort the pipeline by milestones.
One of the amazing aspects of Capsule CRM is its integration with Google Workspace.
However, it’s possible for you to use it with Google Looker Studio to analyze your CRM data.
It offers four pricing options:
11.
Its most significant feature is varied dashboards: Opportunities dashboard, Leads dashboard, and Projects dashboard.
Here is how the opportunity dashboard looks.
I love how it blends the visualization with the figures for precise forecasting.
The tool allows businesses to customize pipeline stages to align with their unique sales processes.
Insightly builds automated workflows with condition-based triggers and sequences.
However, I found the workflow creation tedious compared to other sales management tools.
Use task and activity management to schedule meetings, set reminders, and track communication directly within the platform.
Integrate it with your calendar to directly view tasks and tap in when a new meeting or communication happens.
One unique feature is its time tracking, which allows sales teams to track their working hours.
Choose the project and specific task youre working on, and start the timer to record your hours.
it’s possible for you to view a weekly, daily, or monthly record of your working hours.
It offers three pricing options:
What is Sales Pipeline Software?
Sales pipeline software helps the sales team create a visualized sales pipeline and track their deals in real time.
Sales pipeline management is a process of managing and tracking the opportunities in your sales pipeline.
It offers features for storing customer data, tracking interactions, and automating communication.
Explore more on Sales Management
