7 best sales team collaboration software (and how to choose one)

Proper sales team collaboration software can bring major benefits to your SMB’s pipeline.

The best tools unify pre-, mid- and post-sales processes by enabling seamless communication between sales reps and all other customer-facing departments, preventing potential pipeline bottlenecks.

In this post, you’ll learn about some of the top sales team collaboration software solutions currently available, what they’re best for and their key features.

Key takeaways from sales team collaboration software

• Sales collaboration software streamlines communication between sales reps and multiple business departments to minimize friction in sales cycles.

• The best sales collaboration platforms usually merge project management tools with sales-specific features and shared databases to encourage open communication.

• Pick a collaboration platform that adapts to your business needs and has the tools for seamless communication between sales professionals and other customer-facing departments.

• Pipedrive CRM’s customization options, project management capabilities and marketing tools will set your sales cycles up for success – start your free 14-day trial today.

How SMBs can evaluate sales team collaboration software

SMBs should create a list of evaluation criteria before looking at the available options.

This evaluation helps filter through options more efficiently and leads to accurate purchase decisions.

To help you with this process, first review your current workflow and tech stack. Collaboration is important, but only if it integrates naturally into your sales processes. Separate collaboration and sales tools won’t fix the core issue: disjointed workflows. The smaller the tech stack, the easier it is to maintain and the more unified your teams will be.

SMBs should also prioritize platforms that suit their size and budgets, so make sure you consider ease of use and price points.

For efficiency and transparency, consider platforms that enable teamwork across multiple customer-facing departments through shared databases and cross-functional collaboration.

Buyers power businesses, so giving sales teams data and insights from every customer communication channel is mandatory to build pipelines that actually work.

7 best tried and tested sales team collaboration tools for SMBs

Before getting into the details, here’s a brief rundown of all the platforms in this list:

Next, you’ll learn about each platform in more detail. The following list highlights each tool’s ideal use case, features, pros, cons and pricing.

1. Pipedrive: best overall sales team collaboration software for small businesses

Pipedrive is a small business-friendly sales team collaboration software that helps teams adopt a project management-centric approach to their sales activities.

Pipedrive blends project management features with advanced customer relationship management (CRM) tools and customization options.

Examples include Kanban boards, task automation, customizable sales pipelines and lead routing. This approach organizes and manages activities across all lead lifecycle stages, including post-sale processes.

For example, companies selling equipment that requires on-field installations can use Pipedrive’s Projects add-on to connect sales with field service operations.

After your sales reps close deals, they can kick off an installation project with a series of tasks and assign it to field technicians. Sales teams can leave relevant notes and documents under each task to inform field technicians about individual customer needs.

Pipedrive also suits many other use cases. Here are some of the platform’s other standout sales team collaboration tools:

• Team goals and performance tracking. Sets up shared goals to keep sales teams productive. Lets reps track progress metrics like the number of calls made, deals closed and pipeline opportunities added at the team or individual level.

• Notes, mentions and file-sharing. Keeps team communication in Pipedrive to prevent critical information from being lost in lengthy external email threads.

• Activity setups and tracking. Organizes and schedules sales-related activities such as video or lunch meetings. Tracks all team or individual activities within timeline views.

• Sales and marketing team alignment. Shares customer databases between the two departments to unify sales and marketing funnels. Brings marketing teams to Pipedrive with the LeadBooster and Campaigns add-ons for lead generation and nurturing.

• Integrations with extra collaboration tools. Integrates with project management and collaboration platforms like Slack, Microsoft Teams and Asana to bolster cross-departmental collaboration within Pipedrive.

Pipedrive’s project management and sales features fully involve sales teams in your company’s overall activities. They can coordinate with marketing, customer service or field teams to ensure leads transfer from one lifecycle stage to the next with minimal friction.

Pros and cons

Here are Pipedrive’s key advantages and disadvantages:

Pricing

Pipedrive’s plans start as low as $14 per user per month when billed yearly for the Lite plan, which includes customizable pipelines, team goals and activity reports.

The next plan, Growth, costs $39 per user per month (billed annually) and unlocks automation, two-way email sync and group emailing. Higher tiers include enhanced customization for teams, a team inbox, plus team filters and goals.

All plans include a 14-day free trial.

2. Slack: best for cross-functional collaboration and async communication

Slack’s native integration with popular CRM solutions like Pipedrive helps sales teams automate communication workflows and centralize relevant prospect information.

Sales reps can automatically notify team members when new deals enter the CRM pipeline via Slack channels or DMs and share relevant details like deal value. This communication keeps sales teams updated with recent pipeline activity and ensures critical information doesn’t slip through the cracks.

Slack’s channels and automation capabilities centralize multiple departments within unified workspaces and create cross-functional collaboration workflows. The platform enables features for legal and sales team collaboration on contracts, for example.

Salespeople can automatically submit contract creation requests to the legal team on Slack after deals pass the final CRM pipeline stages.

Slack’s standout collaboration features:

• Slack canvases. Creates channel-specific checklists, documentation and approval requests – useful for centralizing prospect-related details and activities as they move between departments.

• Workflow builders. Sets up customized cross-app workflows to reduce multi-app dependency, enabling you to pull CRM prospect information and display it directly in Slack.

• Searchable database. Includes search features to surface any previous conversation, shared file or canvas.

Slack also lets you easily communicate with external stakeholders on the platform. This feature is useful for creating client-specific channels and passing newly acquired customers to your customer success teams.

Pros and cons

Here’s what you may and may not like about Slack:

Pricing

Slack’s free version includes integrations with up to 10 applications and stores searchable messages or files for up to 90 days.

Paid plans start with the Pro package at $7.25 per user per month, billed annually, and completely lift these restrictions. It also unlocks Slack’s canvas and workflow automation features.

3. Zoom: best for sales coaching and sync communication

Zoom’s Revenue Accelerator is a conversation intelligence add-on that measures in-call customer sentiment and engagement, average talk times, speed and filler-word usage.

The platform then compiles these metrics into scorecards.

Coupled with Zoom’s call recording and transcription functionalities, sales managers can easily conduct coaching activities and gain the insights needed to improve sales rep performance.

Zoom’s standout collaboration features:

• Comments. Leaves direct feedback on calls or transcripts through annotated notes.

• Moments. Bookmarks key call moments into curated lists so sales leaders can share them with teammates for training.

• AI summaries. Summarizes each call’s key moments and provides next steps suggestions to improve prospect retention.

Zoom’s core whiteboard, video, text chat and document management features are also useful for internal company meetings. Sales teams can set up post-call documentation to kickstart projects directly within the platform.

Pros and cons

Zoom is a massive platform, so it has many advantages and disadvantages. Here are some of the most notable ones:

Pricing

Zoom’s free version includes team chat but caps document storage and call meeting duration to 10 documents and 40 minutes per meeting.

Paid packages start at $13.33 per user per month, billed yearly. They unlock unlimited documents, longer meeting durations and premium integrations. The Revenue Accelerator add-on comes with custom pricing.

4. Notion: best for team wikis and knowledge bases

Notion’s knowledge base management features set up and organize all sorts of sales-related documentation to streamline sales processes: from ideal customer profiles to playbooks, meeting notes and post-sales customer onboarding checklists.

There are also numerous community-made sales templates to further speed up internal documentation setups.

Notion’s standout collaboration features:

• Wikis. Centralizes all internal knowledge in multi-page formats and publishes them as websites. Useful for organizing cross-departmental company documentation such as policies and standard operating procedures.

• Enterprise Search. AI-assisted search function that compiles and surfaces information from across entire databases, either Notion-native or through integrations with Google Drive and Slack.

• AI Meeting notes. Integrates with Zoom, Google Meet and Microsoft Teams to create sales meeting notes, summaries and transcriptions directly in Notion.

Notion also includes a native project management tool that lets you set up cross-departmental tasks and projects such as sales-to-customer success handoffs.

Pros and cons

Here are Notion’s most notable selling points and drawbacks:

Pricing

Notion’s free plan includes basic site setup and project management features. Paid plans start at $10 per user per month, billed annually. They offer unlimited file uploads and site customization options.

5. Agentforce Sales by Salesforce: best for large businesses

Agentforce Sales (formerly Sales Cloud) aligns sales, marketing and customer service teams through an enterprise-oriented CRM suite that centralizes cross-departmental customer records.

It enables each department to work directly within the CRM through a series of features specific to case management, email marketing and even web page setups.

Salesforce’s AI agents enable enterprise-scale businesses to set up semi-autonomous AI assistants that automate routine tasks across departments.

Examples include customer service agents to handle common support inquiries and sales coach agents to provide sales reps with real-time tips to refine their sales calls.

Agentforce’s standout collaboration features:

• Document management. Enables file sharing and collaboration across each ongoing deal.

• Shared dashboards. Unifies sales, marketing and support dashboards for full customer journey overviews.

• Native Slack integration. Shares CRM data records directly in Slack channels and brings Slack’s collaboration functionality within Salesforce’s UI.

Since Salesforce is Slack’s parent company, collaboration workflows between the two platforms involve little to no friction.

Pros and cons

Salesforce comes with the following advantages and disadvantages:

Pricing

Salesforce’s paid packages start at $25 per user per month, billed annually, with access to basic pipeline management and standard reporting.

Agentforce upgrade options include add-on licenses (roughly $125 per user per month for agentic AI features) or bundled editions like Agentforce 1, starting from $550 per user per month. Agentforce is also available on a usage basis via Flex Credits, priced at about $500 for 100,000 credits.

30-day free trials are available across advanced packages.

6. Miro: best for brainstorming meetings

Miro’s real-time whiteboard collaboration features align marketing, sales and customer success teams.

Teams can map buyer journeys, refine handoffs and identify bottlenecks through numerous visualization options. Examples include diagrams, vision boards and mind maps.

Like Notion, Miro also includes ample proprietary and community-made templates for various use cases, including sales.

Miro’s standout collaboration features:

• In-meeting collaboration. Lets team members from across departments pitch ideas using sticky notes.

• Miro Docs. Uses AI to turn brainstorming sessions into actionable text documents.

• Miro Slides. Includes collaborative slideshow makers useful for sales pitch decks.

Miro is also useful for department-specific meetings across marketing or design teams, for example.

Pros and cons

Here are some of Miro’s pros and cons:

Pricing

Miro’s free plan includes up to three editable whiteboards. Paid plans start at $8 per user per month, billed annually. They include unlimited whiteboards and unlock features such as votes, timers and native video call support.

Paid packages include a 14-day free trial.

7. Asana: best for managing post-sales projects and activities

Even if Asana is a project management-specific platform and not a sales tool, it integrates natively with most popular CRM solutions – including Pipedrive.

This capability makes Asana a solid choice if you want to handle any post-sales or other sales-related activities your CRM may not fully accommodate. Examples include handoffs to customer success or support and sales plan setups.

Asana’s native CRM integrations allow you to create automated workflows that transfer seamlessly between platforms.

Closed Pipedrive deals can trigger client software implementation plan tasks in Asana to eliminate friction in customer retention, for instance.

Asana’s standout collaboration features:

• Task management. Organizes projects under tasks and sub-tasks, complete with comments, mentions and file attachments.

• Proofing and approvals. Creates internal review processes across documents, which may be useful for contracts, for example.

• Workload management. Visualizes each team member’s current workload to help prevent employee overloading and allocate tasks more evenly across projects.

Asana also includes an ample library of department-specific templates, sales included.

Pros and cons

Asana’s core benefits and disadvantages include the following:

Pricing

Asana includes a free forever plan for up to two users. The Starter package costs $10.99 per user per month, when billed annually. It includes unlimited users and task automation features.

At $24.99 per month, the Advanced plan unlocks proofing, approvals and workload tracking. Paid plans come with a 30-day free trial.

How to pick the right sales collaboration software

There’s a lot to consider when selecting the right sales collaboration software.

To speed up your research, the table below highlights the main features you should prioritize in your decision-making process.

Remember to check the pricing plans for your desired platform when evaluating the features mentioned above. Some tools lock collaboration functionalities under high-tier pricing plans.

Sales collaboration software FAQs

Final thoughts

Sales collaboration software allows SMBs to improve sales rep productivity and establish seamless communication workflows between all customer-facing departments. These factors alone contribute to better customer experiences and increased revenue.

The right tools must offer a balance of sales-specific and project management features with customization options.

Pipedrive’s CRM for sales team collaboration checks all the boxes. Try Pipedrive free for 14 days and see how an integrated sales collaboration platform transforms your SMB’s pipeline.