Imagine you have a small shop. You’d like to know which products are selling well, who your true customers are, and how influential reach you’re making. Therefore sales tracking software is like having a personal assistant who keeps all this stuff in order for you, but for your business as a whole. It makes you understand your deals process, spot trends, and ultimately sell more. This blog is going to take you through the best sales tracking platforms for small businesses and introduce you to a few of the stylish options available.
Benefits of Sales Tracking Software for Small Business
Sales tracking platforms has some benefits to small businesses:
- Systematized Information: It has all your sales information in one place, and you don’t have to dig through notebooks or spreadsheets.
- Better Understanding of the Customer: You can see who your customers are, what they buy, and how often they buy, which can help you build stronger relationships.
- Better Sales Process: It helps to identify bottlenecks in your sales process and the improvement of it to close deals in less time.
- Right Forecasting: With the analysis of past sales data, you can predict future sales and make informed decisions on staff and inventory.
- More Sales: In the long run, sales tracking tools help you with selling more because they provide you with the data you need to make good decisions.
Types of Sales Tracking Software
There are a few different types of sales tracking platforms:
- CRM (Customer Relationship Management) with Sales Tracking: Most CRM packages include sales tracking as part of their package. These are good for managing all customer contact, including sales.
- Dedicated Sales Tracking tools: They are used to monitor sales activity and performance. They may be less advanced and less expensive than full-featured CRMs.
- Sales Analytics Platforms: They offer detailed analysis of sales data so that you can see trends and patterns.
Key Features of Sales Tracking Software:
When picking sales tracking tools keep an eye out for these essential features:
- Contact Management: The software should let you save and sort customer info.
- Deal Tracking: It needs to follow sales deals as they move through different phases.
- Sales Reporting and Analytics: It should create reports on how well sales are doing, what’s trending, and what’s expected.
- Pipeline Management: You want to see your sales pipeline to spot where deals might be getting held up.
- Integration with Other Tools: It’s helpful if it connects to other programs you use, like email marketing or accounting software.
- Mobile Access: You should be able to check your sales data while you’re out and about.
12 Best Sales Tracking Software for Small Business
1. Pipedrive
- Rating: 4.8/5
- Best For: Small businesses looking for an easy-to-see sales pipeline software
Think of having your own sales assistant who will manage all your deals in a very easy way. It’s like having a clear map of all your sales with you knowing exactly where each potential sale is. The tool lets you easily see the deals that require your attention and what action is next. It’s perfect for those who prefer seeing things visually as it shows your sales process as a pipeline with different stages.
The interface is so basic that you can master it in a day, and it’s perfect for small business owners who have no time for complex tools. What distinguishes it is the way that it reminds you to follow up with clients and stores all of your most important sales information in one place.
Key Features:
- Visual sales pipeline
- Integration with email
- Mobile app for on-the-go access
- Automated reminders
- Easy-to-use contact management
- Easy-to-use reporting tools
How to Use:
- Sign up for an account
- Import contacts
- Set up your sales pipeline stages
- Enter your deals
- Start tracking your sales progress
- Update bargains on-the-go with the mobile application
Pricing:
| Plan | Pricing |
| Essential | $19/month |
| Advanced | $34/month |
| Professional | $64/month |
Website:
www.pipedrive.com
2. Zoho CRM
- Rating: 4.7/5
- Best For: Cost-effective small organizations that require thorough features
Zoho CRM feels like having an intelligent planner of all your sales processes and customer relationships. It is meant to be your point of reference to manage everything ranging from leads through deals, yet without the complex nature that commonly accompanies large-scale CRM systems. What makes it so unique is how it puts all your customers’ information, emails, as well as their social media communications together in a single location. Visualize it as a memory bank of your business, it keeps all of the reminders of every exchange with your clients so you do not have to.
Key Features:
- Contact and lead management
- Integration for email
- Social media tracking
- Customizable reports and dashboards
- Mobile application
- Automated tasks
How to Use:
- Sign up for your Zoho account
- Set up your simple contact list
- Personalize your sales pipeline
- Integrate your email
- Begin adding deals
- Automate to save time
Pricing:
| Plan | Pricing |
| Standard | ₹1300/month |
| Professional | ₹2100/month |
Website:
www.zoho.com/crm
3. Freshsales
- Rating: 4.6/5
- Best For: Businesses wanting AI-powered perceptivity without complexity
Freshsales is like having a smart deals adjunct who knows exactly what you need to concentrate on each day. It’s erected for small businesses who want to work smarter, not harder, in managing their deals. The software is particularly good at automatically organizing all your client information and suggesting what you should do next.
One of its stylish features is how it scores your leads, telling you which implicit guests are most likely to buy, so you know where to concentrate your energy. The interface feels ultramodern and clean, making it easy to find what you need without getting lost in menus.
Key Features:
- AI-powered lead scoring
- Comprehensive Performance Analytics
- Integration with other tools
- Visual Sales Pipeline Management
- Sales Metrics Tracking
How to Use:
- Set up your Freshsales account
- Import your connections
- Connect your dispatch
- Customize your channel
- Let AI help prioritize your leads
- Start tracking your deals’ conditioning
Pricing:
| Plan | Pricing |
| Growth | ₹899/month |
| Pro | ₹3889/month |
| Enterprise | ₹5879/month |
Website:
www.freshworks.com/freshsales-crm
4. HubSpot Sales
- Rating: 4.8/5
- Best For: Scaling businesses that require scalable sales solutions
HubSpot Sales is best for your sales processes, it does a little bit of everything, and it does it well. What’s unique about it is the way it begins free and scales with your business, so you only pay for what you need as you grow. The software is great at automatically monitoring all your customer interactions, such as emails, calls, and website visits.
It’s really good at showing you when customers are most engaged in purchasing, by indicating to you when they open your emails or visit your website. Consider having your own personal assistant who not only arranges your sales work but also provides you with suggestions about which customers are willing to buy. The learning curve is gentle and ideal for small businesses new to sales software.
Key Features:
- Email tracking
- Meeting scheduled
- Document tracking
- Pipeline management
- Deal tracking
- Sales reporting
How to Use:
- Sign up for HubSpot (begin with free)
- Install email integration
- Create your sales pipeline
- Import contacts
- Begin tracking emails
- Utilize templates for frequent messages
Pricing:
| Plan | Pricing |
| Sales Hub Professional | ₹90/mo/seat |
| Enterprise | Custom Pricing |
Website:
www.hubspot.com/products/sales
5. Salesforce
- Rating: 4.7/5
- Best For: Small businesses planning for significant growth
Salesforce really feels like this supercharged engine that’s ready to tackle all your sales needs, no matter how big you get. At first glance, it might look a bit
changing. But the cool part? It’s designed so you can kick things off with just the essentials and then build on that as your business evolves. Imagine it’s like playing with building blocks, you start with a simple base and then gradually add on more pieces as you expand. What’s really neat about this software is that it gives you a full picture of your customers, right from when they first reach out to when they make their most recent purchase.
Key Features:
- A comprehensive view of your customers
- Customize Reports
- Mobile app
- Automation for those repetitive tasks
- Email integration
- Advanced analytics
How to Use:
- Pick the Salesforce edition that suits you
- Set up your initial pipeline
- Import all your contacts
- Give your dashboard a personal touch
- Link up your email
- Set to start tracking those deals
Pricing:
Custom Pricing
Website:
www.salesforce.com
6. Zendesk Sell
- Rating: 4.6/5
- Best For: Businesses focusing on customer service and sales together
When it comes to blending customer service with sales, well, Zendesk Sell is like having a trusty sidekick by your side. It’s all about keeping everything organized, your sales efforts, and customer support right in one spot. You won’t have to worry about missing any customer chats anymore, whether they’re asking about a possible purchase or need help with something.
This software really shines at piecing together the whole picture of each customer relationship. It automatically logs every email, call, and meeting, so you’re always in the loop about what’s going on with each client.
Key Features:
- Email tracking
- Call recording
- Task management
- Mobile app
- Sales forecasting
- Customer timeline management
How to Use:
- Create your Zendesk account
- Import your contacts from wherever.
- Customize your sales pipeline to fit your needs
- Link your email so everything syncs up.
- Set up some automated tasks to save time.
- Start tracking those customer interactions
Pricing:
| Plan | Pricing |
| Suite Team | $55/month |
| Suite Growth | $89/month |
| Suite Professional | $115/month |
Website:
www.zendesk.com/sell
7. Monday.com
- Rating: 4.7/5
- Best For: Visual thinkers who want flexibility in their sales process
Monday.com is kinda like a super colorful, interactive whiteboard that you can use for managing your sales. It’s really flexible, which means you can set up your sales process just the way you like it. You know, it’s a bit like building with those digital Lego blocks – you can whip up a sales tracking system that fits your style perfectly.
This software does a fantastic job of taking those complicated sales processes and making them look pretty simple and straightforward. What makes Monday.com stand out, it is about the visuals and how you can customize things.
Key Features:
- Boards that you can customize
- A visual timeline that’s easy to follow
- Collaboration tools for your team
- Simple file sharing
- Notifications that you can automate
- Dashboards tailored to your needs
How to Use:
- First, you’ll need to create your Monday.com account.
- Next, pick a sales template that you like.
- Then, go ahead and customize your board.
- Don’t forget to add your team members.
- Start tracking your progress
Pricing:
| Plan | Pricing |
| Basic | $9/month |
| Standard | $12/month |
| Pro | $19/month |
Website:
www.monday.com
8. Insightly
- Rating: 4.5/5
- Best For: Small businesses that require project management with their sales tracking
Insightly is a sort of super-organized filing cabinet that assists you in monitoring your sales and projects. It’s quite excellent for businesses that require determining what occurs after they have made a sale, such as delivering products or services to customers. It is among the best sales tracking software for small businesses.
What’s neat about this software is the way it connects your sales efforts with the project delivery aspect of things. What this means is that nothing gets lost in the mix. You could say it serves as a bridge between your salespeople and the group that actually ships the products or services out the door.
Key Features:
- Project management
- Tracking feature
- Email integration
- Custom sales pipelines
- Task management
- Mobile app feature
How to Use:
- Sign up for Insightly first
- Then import your contacts
- Set up your sales pipeline to mirror your workflow
- Make some project templates to save yourself time down the line
- Don’t forget to link your email so that everything is in one place
- Finally, get cracking on those deals and projects!
Pricing:
| Plan | Pricing |
| Plus | $29/month |
| Professional | $49/month |
| Enterprise | $99/month |
Website:
www.insightly.com
9. EngageBay
- Rating: 4.5/5
- Best For: Small businesses looking for an all-in-one sales and marketing solution
EngageBay, it’s kinda like having this all-in-one toolbox for everything you’ll need in sales and marketing, you feel me? The really good thing? It won’t break the bank! And it’s full of all those things that you must have in order to make your business grow. This system is great at attracting new leads and monitoring the ways you engage with them all from one place.
What really set it apart? It successfully links marketing programs with sales following. You are actually able to trace a person’s journey from the first that they ever find out about your business until they become an avid customer. And seriously, it is pretty easy to use, which is a definite score.
Key Features:
- Manage your contacts
- Launch email marketing campaigns
- Create landing pages
- Track deals and book appointments
- Chat live with customers
How to Use:
- First, go ahead and sign up for your EngageBay account.
- Next, set up your contact list.
- Then, import your deals.
- Don’t forget to use some email templates!
- Set up your sales pipeline.
Pricing:
| Plan | Pricing |
| Free | 0 |
| Basic | $14.99 |
| Growth | $64.99 |
| Pro | $119.99 |
Website:
www.engagebay.com
10. Bitrix24
- Rating: 4.4/5
- Best For: Teams that require collaboration tools with sales tracking
It’s perfect for small businesses that want everything in one place, from tracking sales to chatting with team members. It is among the top sales tracking software for small businesses. The software does best at getting teams to work together while tracking sales. It’s having your sales software, team chat, and project management in one space.
What stands out is that so much of what it has comes in the free plan, so it’s absolutely ideal for startups. The app encompasses features from having control over your website to having all-inclusive lead tracking. It is most useful for remote teams because it keeps everyone connected and in the know.
Key Features:
- Team chat and Video call features provided
- CRM System with Lead Management
- Sales Pipeline Tracking
- Automation of Routine Tasks
- Sales Reporting
How to Use:
- Join Bitrix24
- Add teammates
- Set up your sales pipeline
- Import your contacts
- Establish workgroups
- Start working and tracking sales
Pricing:
| Plan | Pricing |
| Free | 0 |
| Basic | ₹1990 |
| Standard | ₹4990 |
| Professional | ₹9990 |
Website:
www.bitrix24.com
11. Salesflare
- Rating: 4.6/5
- Best For: Small B2B businesses who want automated data entry
Salesflare is sort of like having an ultra-intelligent assistant who just does all of that customer interaction stuff for you. It’s specifically geared towards B2B companies that want to save time entering information and spend more time, you know, actually selling. It excels at being able to pull in information about your contacts and companies easily from different sources such as email and social media.
It is among the top sales tracking software for small businesses that will automatically populate customer information, so you don’t have to manually type it all out. Imagine having someone who never forgets any little detail about your customers and their companies.
Key Features:
- Automatic data collection
- Monitoring your emails
- Scheduling appointments
- Pipeline Management
- Syncing with social media
How to Use:
- Just sign up for your Salesflare account.
- Connect up your email.
- Add in those contacts.
- Let it do its magic and collect data for you.
- Set up your pipeline.
Pricing:
| Plan | Pricing |
| Growth | $35/month |
| Pro | $55/month |
| Enterprise | $115/month |
Website:
www.salesflare.com
12. SugarCRM
- Rating: 4.5/5
- Best For: Businesses needing customizable sales tracking
It’s sort of like having your own sales organizer, and then you can mold it to your liking! It is one of the best sales tracking software for small businesses. This is particularly fantastic for companies that simply need their sales software to fit a very particular mold if you get it. The coolest thing about this platform is the fact that you can modify just about every small detail of the way in which you track and manage your sales. You could think of it as a system for tracking your sales that seriously gets your business vine.
The standout feature? Well, it fits into how you do things rather than having you go out of your way to accommodate some sort of hard process.
Key Features:
- Make custom fields and layouts
- Marketing automation
- Access it on your smartphone
- Lead Management
- Sales Tracking
- Automated lead scoring
How to Use:
- Sign up for SugarCRM
- Make your workspace your own so it works the way you do.
- Don’t forget to upload your data
- Set your processes up the way you like them.
- Train your team so everyone is singing off the same song sheet
- Start tracking
Pricing:
| Plan | Pricing |
| Essential | $19/month |
| Standard | $59/month |
| Advanced | $85/month |
Website:
www.sugarcrm.com
How To Choose Best Sales Tracking Software for Small Business:
Picking the best sales tracking platforms for small businesses depends on what you need and how much you can spend. Here are some pointers:
- Figure Out What You Need: What’s giving you the most trouble with sales? What data do you want to keep track of?
- Decide on a Budget: How much can you afford to pay for a sales tracking tool?
- Give Free Trials a Go: Most companies let you try their software for free so you can see if it works for you before you buy.
- Look at What Others Say: Check out what other small businesses think about different software choices.
- Think About Future Growth: Pick software that can keep up as your business gets bigger.
Conclusion:
Small company sales tracking software for small businesses can revolutionize operations for small companies. Giving valuable insight into your transaction process will help you approach more deals and possible customer contacts and expand your company. Spend the time to select from several possibilities the program best suited for your needs and budget.
FAQs:
Is sales monitoring software costly?
It depends on the program. Some cost a lot while others are free or quite affordable. Everyone has something available.
Should I have the technical knowledge to install a sales tracking program?
Most programs are easy to install even if your technical knowledge is limited.
What is the Installation time for sales software?
It depends on the program and on the scope and nature of your company. Installing several cloud-based programs is easy.
Can the sales tracking application combine with any other software I use?
Other business applications, including ecommerce websites, are connected by several sales tracking tools together with email marketing, accounting.
