6 Best Sales Management Software for 2022

Today, we are going to talk about the 6 best Sales Management Software for 2022. This is a list that has been handpicked by analysts and experts in their respective field. These software companies have made it possible to grow businesses with the help of technology and automation while providing some of the most effective solutions out there today.

The “sales management software free” is a category of software that helps companies manage their sales. The best 6 sales management software for 2022 are listed below.

Sales management software allows sales managers, executives, and company owners to automate a variety of duties that are required in the sales process. Goal-setting, individual or team performance management, sales plan execution, team motivation, pipeline monitoring, and resource allocation are all examples of these. We looked at a lot of sales management software and came up with the best six solutions for your company:

• amoCRM is the best option for firms wishing to improve their sales process.
• Freshsales is a great solution for small firms seeking for a free CRM platform.
• Zoho CRM is a great option for sales managers searching for a flexible solution.
• Salesmate is a good choice for sales managers searching for a low-cost reporting tool with a lot of capabilities.
• Insightly is a good option for companies that handle a lot of projects.
• Pipeliner is the best choice for enterprise-level companies with huge sales teams.

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*Based on a yearly billing cycle. At somewhat higher costs, monthly billing is also possible.

amoCRM is the best sales management software on the market.

amoCRM

4.73 OUT OF 5 STARS FOR THE OVERALL PERFORMANCE

What We Enjoy

• The bulk of features are offered on the Base and Advanced plans, making them quite affordable.
• The system is simple to set up and navigate, with just a few buttons on the interface.
• Tools for managing sales that are unique

What Isn’t There

• Plan that is completely free Mostly restricted to data viewing and communications modules
• Only the Enterprise package includes lead scoring.
• Customization possibilities for reporting are limited.

amoCRM Pricing in a Nutshell*

• Viewing privileges, internal messaging, and messaging leads are all included in the free package.
• Basic plan: $15 per month per user
• Advanced plan: $25 per month for each user
• Enterprise plan: $45 per month for each user
• 14-day free trial

*Pricing is based on a yearly billing cycle. Monthly billing is also possible for an additional fee.

AmoCRM for sales management is well-known for its messaging features for contacting prospects through Messenger, Instagram, WhatsApp, and SMS text channels. It is a reasonably affordable solution. Users found the UI to be simple to use, with just a few buttons and tabs. It’s also simple to integrate with its messaging programs, as well as to use their specific features.

Many of the reporting options accessible to sales managers are available for evaluating individual and team sales activities, as well as honing down on calls and target progress. There’s also the option to see real-time statistics on sales pipeline performance and which areas of the process may benefit from coaching or other sales resources, all of which can help you optimize your sales operation.

The report customization constraints, which include minimum report layouts, styles, and templates, are one concern with this product. We offer Insightly or Zoho CRM as strong alternatives for easy-to-use tools with endless choices for creating dashboards and reports.

Summary of the amoCRM Plan

Key Features of amoCRM

• Individual and team KPI tracking: Real-time data on key performance indicators such as pipeline stage conversion rates, total leads in the pipeline, and average time a lead spends in each stage.
• Sales process bottleneck analysis: Tools for determining which portions of the sales process are doing well and which ones need improvement.
• Full reports of individual and team activity and events, including calls made, leads linked with, and particular messages and exchanges that have occurred for each user.
• Call reporting: Detailed tracking of sales calls, including recording, tracking, and monitoring call success, as well as which leads and sales people were involved.
• Goal and sales plan management: The ability to define sales objectives for your company, team, and people, as well as providing insights on win-loss metrics and funnel conversions to help you strategize your strategy.

Report on amoCRM’s win-loss record (Source: amoCRM)

Individual activity reporting in amoCRM (Source: amoCRM)

amoCRM goal-setting (Source: amoCRM)

Visit amoCRM.com for more information.

Freshsales: The Best Free CRM Alternative

Freshsales

4.40 OUT OF 5 STARS FOR THE OVERALL PERFORMANCE

What We Enjoy

• Unlimited users are included in the free plan.
• Telephony capabilities built-in, even on the free plan
• Robust process automation features, such as auto-lead assignment, customer conversion chatbots, and record updating

What Isn’t There

• The Pro and Enterprise programs are the most costly.
• Sending pricing, bids, or invoices incurs additional costs.
• The Free plan does not include reporting options, and extensive metrics reporting is only accessible on the Enterprise plan.

A Quick Look at Freshsales Pricing*

• Unlimited users for basic CRM functions are included in the free plan.
• $15 per month per user growth
• Pro: $39 per month, per user
• Enterprise: $69 per month for each user
• 21-day free trial

Add-ons

• Configure, Cost, and Quotation: $19 per month per user for quote document templates, deal-synchronized invoicing, and document activity monitoring.
• Additional Bot Sessions: $75 per month for 1,000 bot sessions for customer or lead support.

*Pricing is based on a yearly billing cycle. Monthly billing is also possible for an additional fee.

Freshsales is a scalable CRM solution since its plans span from free, basic CRM capabilities to comprehensive features on an Enterprise-level plan, depending on your company’s requirements. With a built-in telephone, task and appointment management tools, and lead management features, including auto-profile enrichment, this platform is geared for sales.

Sales managers have a lot of flexibility when it comes to customizing data fields, modules, and sales activities to meet their own workflow. There’s also the option of segmenting and managing sales teams based on product expertise, geographic areas, and other relevant team-based categories. Managers may use Freddy AI to acquire sophisticated insights into their transactions and projections, and there are many of automation technologies to help you run your business more efficiently.

However, outside of the more costly Enterprise subscription, additional reporting options, which are helpful for a sales manager to monitor transactions won, emails delivered, and pipeline conversion rates, are not accessible. Users searching for affordable reporting solutions might check at amoCRM or Salesmate, which both provide activity and pipeline reporting as part of their basic subscription plans.

Summary of the Freshsales Plan

Key Features of Freshsales

• Ability to define and monitor sales objectives for teams and individuals (sales goal management).
• Sales forecasting: Estimates and insights for expected sales income in real time, based on CRM data.
• Territory and team management: The ability to organize sales people into teams and manage them according to specializations or territory.
• Lead assignment: Assign and route leads to sales people in bulk or individually depending on predefined criteria, either manually or automatically.

Setting and tracking fresh-sales goals (Image courtesy of Freshsales)

Want to learn why Freshsales is one of the most popular CRMs for small companies and why we think it’s one of the best? For more information on price, features, and what actual users have to say about Freshsales, see our in-depth review.

Freshsales is a great place to start.

Best for System Customization is Zoho CRM.

Zoho CRM

4.34 OUT OF 5 STARS FOR THE OVERALL PERFORMANCE

What We Enjoy

• For up to three people, a low-cost and free plan is available.
• Modules, data fields, pipelines, processes, and other aspects of the system may be customized in an infinite number of ways.
• Workflow automation, artificial intelligence (AI), and marketing tools are all powerful aspects.

What Isn’t There

• The UI is clumsy and might be difficult to navigate.
• Access to the free plan is limited to three people.
• Users have complained about system malfunctions and poor load times on a regular basis.

A Quick Look at Zoho CRM Pricing*

• Free for up to three users
• Standard: $14 per month per user
• Professional: $23 per month for each user
• Enterprise: $40 per month for each user
• Ultimate: $52 per month per user
• 30 day free trial

Native Software and Add-ons

• Bigin: It’s free or $7 per month per user.
• Zoho CRM Plus costs $57 per month per user.

*Pricing is based on a yearly billing cycle. At a greater rate, monthly billing is also possible.

Zoho CRM is a complete company management system with built-in features and native program connectors. While there are low-cost subscription options and a free alternative, customers who purchase the Enterprise or Ultimate subscriptions may take benefit of several sophisticated features such as AI functionality and automation possibilities.

There’s also a proprietary AI predicting tool that allows customers to forecast almost any measurable data point they wish to view. However, when compared to the other goods on this list, it is the customisation features that stand out the most. Managers and company owners may create custom modules, data fields, reports, pipelines, lists, processes, assignment rules, connections, and buttons, among other things.

Because of its clumsy interface and buggy technology, this platform’s biggest weakness is usability. Freshsales or amoCRM are two well-known easy-to-use systems with comparable cost.

Summary of the Zoho CRM Plan

Key Features of Zoho CRM

• Workflow reports: Provide real-time feedback on the success of process and task automation, as well as workflow utilization.
• Motivator tool: Gamification capabilities for creating friendly contests for lead generation, business closed, service tickets completed, or conversions—and rewarding sales staff for their efforts.
• Advanced customisable predictions on lead conversions, deal closing success, purchase probability, and revenue estimations are all available via the AI prediction builder.
• Data reporting and dashboard insights on sales funnel information, such as lead source analysis, conversion rates, and sales rep comparisons, are available via sales funnel analytics.

The outcome of Zoho AI’s forecast (Source: Zoho)

Analyzing the sales funnel (Source: Zoho)

Read our Zoho CRM review for more information on the platform’s features, plans, usability, and integrations.

Go to the Zoho CRM website.

Best for Low-Cost Reporting Features: Salesmate

Salesmate

4.24 OUT OF 5 STARS FOR THE OVERALL PERFORMANCE

What We Enjoy

• All plans are reasonably priced.
• Built-in voice and text, as well as a call-to-action button
• On the Starter and Growth plans, the majority of reporting and analytics tools are accessible.

What Isn’t There

• There isn’t a plan that is completely free for the rest of your life.
• Integration possibilities are limited.
• Add-ons are required for basic CRM capabilities such as task and nurturing automation, as well as messaging tools.

A Quick Look at Salesmate Pricing*

• Starter: $12 per month per user
• Monthly growth: $24 per user
• Boost: $40 per month, per user
• Enterprise: Please contact us for a quote.
• 15-day free trial

Add-ons

• Automation Journeys: From $30 to $1,000+ for 1,000 to 100,000 auto-nurtured connections
• Messenger costs $12 per month per user.
• $150 per month for a dedicated IP address
• Additional Call Credits are available for a fee of $10.
• Extra Processes are $10 per month for a total of ten workflows.
• Extra Sequences are $10 per month for a total of ten email sequences.

*Pricing is based on a yearly billing cycle. Monthly billing is also possible for an additional fee.

Despite the lack of a free plan, Salesmate is affordable, and the Starter and Growth plans offer the majority of functionality. This application includes several email tools to automate campaigns and create templates, in addition to built-in telephonic features, so sales professionals may engage with prospects over a variety of channels.

The most noticeable aspect of Salesmate is that almost all of its reporting and analytics functions are accessible on the Starter subscription. Furthermore, the next-tiered Growth plan includes reporting modules for email analytics, email template use data, goal monitoring, and inventory management. After that, the Boost plan’s main sales management feature is the ability to create and manage teams.

A free-forever plan is highly helpful to a small company since it allows them to test out the features and determine whether or not the sales management software is a suitable match for them. With the exception of the 15-day free trial, Salesmate does not provide a free plan. Freshsales is a great choice for individuals who want a free option.

Summary of the Salesmate Plan

Key Features of Salesmate

• Custom items and services with inventory management, price catalogs, connected products and services, product and service reports, and pricing modifications for offers are all components of product and service management.
• Premade templates, conversation monitoring, team inbox, email sequence automation, and detailed data on email campaign performance and template use are all included in smart emails.
• For teams and individuals, activity insights provide analytics and reporting on sales activity such as calls, travel, demo sessions, and other duties.
• Call log reports include capabilities such as call records, length, logs, and call activity reporting.

Product management is connected with Salesmate (Source: Salesmate)

Email template statistics for Salesmate (Source: Salesmate)

Reporting on Sales Associates’ Activities (Source: Salesmate)

Pay a visit to Salesmate.

Best for Project-based Businesses, according to Insightly

Insightly

4.03 OUT OF 5 STARS FOR THE OVERALL PERFORMANCE

What We Enjoy

• Features for project management built-in
• User-friendly design with simple-to-use features such as drag-and-drop report generation
• Over 250 major small business programs are supported, including Outlook, Google Workspace, and QuickBooks.

What Isn’t There

• There are only two users allowed on the free plan.
• Starting plans are more costly than continuing ones.
• Workflow automation need a professional strategy.

A Quick Look at Insightful Pricing*

• Up to two users are free.
• Plus, each user pays $29 each month.
• Professional: $40 per month for each user
• Enterprise: $99 per month for each user
• 14-day free trial

*Pricing is based on a yearly billing cycle. Monthly billing is also possible for an additional fee.

Insightly’s primary features are ease of use and a large number of integration possibilities. A free plan is also available, which covers basic contact and sales management as well as project planning, organization, and assignment. In addition, inside projects, linked activities may be generated and managed, and an opportunity can be transformed immediately into a project.

Sales managers may design visually beautiful sales dashboards with insights, analytics, and reports on pertinent data and key performance indicator (KPI) metrics of their choice, in addition to project management functions. There’s also report scheduling, which allows them to schedule when a report is prepared and have it sent to the team members of their choosing.

Providing automation options to your sales force is a valuable resource sales managers can provide to improve operations and automate boring chores. Because workflow automation is only available on the more costly Professional plan with Insightly, we propose Zoho CRM as a free option.

Summary of Insightful Plan

Key Features with Insight

• Project, milestone, and task structure with calendar sync, customizable procedures, and the ability to convert opportunities to projects are all part of integrated project management.
• Report scheduling: Custom sales reports may be prepared automatically and delivered to relevant parties at predetermined intervals.
• Ability to construct sales teams, allocate them to deals, and track team performance.
• Business intelligence dashboards: View data and reports by dragging and dropping charts and layouts on over 40 different themes.

Adding a task to a project using insight (Source: Insightly)

Custom business information dashboard that is enlightening (Source: Insightly)

Read our in-depth Insightly review to learn more about this platform and determine whether it’s the right match for your company.

Take a look at Insightly.

Pipeliner is the most effective tool for managing large sales teams.

Pipeliner

3.34 OUT OF 5 STARS FOR THE OVERALL PERFORMANCE

What We Enjoy

• Reporting features that are robust and sophisticated
• There are several system modification options available.
• Additional onsite training, automation consultation, and module design services are provided.

What Isn’t There

• When compared to the other things on this list, it is somewhat pricey.
• Only the Enterprise plan includes project management features.
• There isn’t a live chat option for customer service.

A Quick Look at Pipeline Pricing*

• Starter: $65 per month per user
• Business: $85 per month per user
• Enterprise: $115 per month for each user
• Unlimited: $150 per month for each user
• 14-day free trial

*Pricing is based on a yearly billing cycle. Monthly billing is also possible for an additional fee.

Businesses may use Pipeliner’s built-in sales tools and integration features to manage leads, pipelines, projects, and tasks, as well as automate processes and improve team communication. Multiview dashboards and reporting with insights and analysis on activities, production, and operational efficiency are just a few of the techniques for accessing information.

While Pipeliner is more costly and has more features than the other sales management tools on our list, they aren’t the only reasons it’s better for bigger sales teams. For handling bigger and more sophisticated sales operations, there are in-depth system customization possibilities for pipelines, data fields, modules, sales activities, reports, dashboards, and automations.

The beginning price of this CRM software is more than twice as expensive as the next most expensive product on the list, which is a major disincentive to acquiring it. With beginning pricing under $15 per person, per month, Zoho CRM and Salesmate are viable choices.

Summary of the Pipeliner Plan

Features of a Pipeliner

• Pipeline multichart view: View the pipeline in real time on a variety of layouts, including compact, list, map, bubble chart, calendar, and task board.
• Management insights: Leads, prospects, and sales activity are the focus of high-level performance KPI analysis and CRM data.
• Options for estimating sales income and quickly generating and distributing team sales quotas among people are included in the forecast and quotas features.
• The Navigator dashboard shows the whole CRM account, as well as things that need attention, alerts, and active tasks.

View of the Pipeliner Management Insights Profile (Image courtesy of Pipeliner)

Pipeliner may be found on the internet.

How We Decided Which Sales Management Software Was the Best

We assessed the software in terms of sales management capabilities to find the best sales management systems for small companies. Sales forecasting, goal management, and sales gamification, for example, are incredibly important qualities for someone in a sales management job. We also looked at general product features like pricing, convenience of use, and customer service.

Overall, we judged amoCRM to be the finest small company sales management software. It has low-cost membership alternatives, a good product usability rating, and several ways to contact customer care. Call, activity, and KPI reporting, as well as forecasting, goal-setting tools, and analysis for ways to make a sales operation and process more efficient, are all CRM capabilities useful to a sales manager.

The following tabs provide information about our assessment process:

40% of the overall score

Cost is one of the most significant aspects for every organization, thus it was given the greatest weight while evaluating the best software for sales management jobs. Pricing was based on the availability of a free plan, scalable pricing choices, and the opportunity to pay monthly or save by paying yearly.

20% of the overall score

We looked at aspects that we consider to be essential, such as CRM connectivity, analytics tools, and a mobile app. We also looked at elements like performance monitoring, sales forecasting, goal-setting, and pipeline management that are specialized to sales management. A good sales management program will provide a lot of customized reporting options.

15% of the overall score

The solutions were also judged on how well they worked with the platform. The skill necessary to set up an account, the simplicity of connecting with native or third-party programs, and the competence required to utilize the sales management capabilities were all taken into consideration. We also looked at how easy it was to navigate the system’s UI.

15% of the overall score

Users that utilize any of these CRM software systems will benefit from extensive support and service, which helps to avoid negative user experiences and results. Customer service hours and the availability of assistance by phone, live chat, and email were considered while evaluating help and support.

10% of the overall score

We reviewed what consumers say about each product in addition to actual experience with these software solutions. These factors take into account how consumers feel about a platform based on their evaluations in order to obtain insight into its popularity, simplicity of use, and overall value for the money.

*Percentages based on total score

The “sales management system examples” is a software that helps companies manage their sales. The 6 best sales management software for 2022 are AIDA, SalesLoft, Hubspot, Freshsales and more.

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