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Sales management software

What is sales management software?

Sales management software helps salespeople manage their contacts, track sales deals, reduce time spent on admin and close deals more efficiently.

With a powerful sales CRM platform, stakeholders can clear tedious tasks from their schedules, allowing them to focus on driving sales and increasing revenue.

Discover how Pipedrive’s sales management software can help convert leads and learn why it’s crucial to optimize your sales process.

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The benefits of a sales management system

The right sales management platform streamlines your workflow, so you can focus on winning deals

Coordinate your sales team

Hone your sales strategies through visual sales pipeline management. Set tasks for sales reps and notify team members automatically when deal stages update.

Exceed sales targets

Prioritize high-value opportunities and keep moving toward revenue goals. Instantly access team and individual metrics to offer motivation and support where it matters.

Unify all tools

Keep your team on the same page with a streamlined view of your sales process in a CRM. Enrich your process with hundreds of support apps and integrations.

Prioritize leads

Use lead scoring to prioritize and manage different types of leads. Offer a unique buying experience for all your customers based on their preferences, how they interact with your business and their level of priority.

Keep track of your sales funnel

Stay on top of each stage of your sales funnel with sales tracking and forecasting features. Make sure leads keep moving through the funnel and spot where to improve your process if things aren’t going to plan.

Streamline sales and marketing activities

Simplify workflows and easily gain a full overview of campaign metrics with marketing automation integrations and email marketing tools.

Start managing sales with Pipedrive today

A light-touch sales CRM built for minimum input and maximum output, our software is ideal for both large and small businesses. There’s no need for a 200-page list of functions or a two-day training session. Just log in, fill up your pipeline and start winning deals with a product designed to make selling beautiful.

Join thousands of high-performing sales teams using Pipedrive

What to look for in sales management software

Goal tracking

Set individual, team and company goals and track them in real time to hit your targets. Follow progress on live dashboards and easily adjust your strategy.

Real-time alerts

Build strong customer relationships and keep on top of interactions with real-time notifications. Set desktop and email alerts, so you can respond to messages as soon as they land in your inbox.

Quick setup

Easily add deals, activities and contacts to your pipeline with Pipedrive’s customizable and interactive dashboards.

Calendar sync

Sync Gmail, Outlook and other calendars with your sales management software, like Pipedrive’s Scheduler. Coordinate schedules and book meetings without the back and forth.

360-degree view

Get high-level and detailed views of your sales pipeline. Make better-informed decisions with accurate insights into sales activity, revenue forecasts and progress.

Tech stack integration

Seamlessly integrate with your existing tech stack. Connect Pipedrive to hundreds of tools in our marketplace with the click of a button, so your team can work more efficiently.

Used by over 100,000 companies in 179 countries

In the forecast view, we look at what deals are due to close this month, next month just to make sure everyone is really honest about what they should be working on.

Carolyn PearsonFounder, Maiden Voyage

One of the favorite features within Pipedrive is the email integration. It pulls all of the clients details in, so that we don’t have to think about it.

Erin and DrewFounders, Pro Arts

As a business owner, my favorite feature in Pipedrive is the statistics and being able to look at the dashboard and use those metrics to help each individual on the team.

Lisa CoyleCEO, 360 Payments

Manage your sales pipeline

As your product offering grows, keeping track of leads and prospects with traditional spreadsheets can be overwhelming.

Use Pipedrive’s CRM to guide prospects through your sales pipeline and watch them become loyal customers. Import leads into your CRM software for seamless sales pipeline management.

Add deals, track win probability and monitor lead generation all in one place. Stay focused on closing deals with real-time notifications and opportunity management.

Track team performance

Sales managers need to know how their team is performing and when to correct course.

Use Pipedrive performance management features to track how your team is moving toward sales goals. View conversion rates and the average percentage of deal wins, then compile the data into sales reports to identify team strengths and weaknesses.

Get granular insights

Deep dive into the mechanics of your sales pipeline to see what's working and what’s not.

Pipedrive’s reporting and analytics give sales managers a better understanding of sales performance. Use sales forecasting to see if you’re on target to meet goals and judge the health of your pipeline.

Leverage customer data

Without the right insights, it’s tough to understand who your customers are, what they want and how they behave throughout the buying process.

Use Pipedrive’s detailed reporting features to inform your sales and marketing decisions. Put customers at the center of your planning by offering them a better buying experience and an improved product or service.

How sales management software helps managers build winning teams

The best sales management tools go beyond contact management. They help sales leaders curate a detailed history of customer interactions, overhaul your sales processes with automation and push your team to hit goals. Plus, they’ll slip seamlessly into your existing tech stack. Here are a few things you’ll be able to do with a reliable sales management tool like Pipedrive:

Boost productivity with powerful features built for efficiency

According to our 100,000+ users, the ideal sales management software tools combine simple design with powerful time-saving features. A sales management CRM should help you streamline admin tasks and clearly see your progress.

Reduces admin work

Free up more time with powerful automation. With the right sales tool, you’ll spend less time on repetitive tasks and have more time to sell.

Easy to use and set up

Benefit from an intuitive sales management software that's a one-stop shop for all your sales tracking needs.

Simplifies salespeople training

Use script templates and assign notes to deal stages to onboard new salespeople or support existing reps. Help your teams step up their game at scale.

Fully customizable

Tailor your CRM to your business with Pipedrive’s customizable features. Our flexible sales management systems will reflect your unique workflows every step of the way.

Available on the go

Access your CRM from your mobile device so you can close deals no matter where you are. Mobile CRM apps make mobile sales management easy and stop valuable opportunities from falling through the cracks.

Designed for salespeople

Be the best salesperson you can be with a CRM made for sales professionals, instead of using a generic tool without a clear focus.

How Big Dog Solar used Pipedrive to increase revenue by 40%

American solar panel installation company Big Dog Solar needed data to improve sales and marketing strategies.

They started using Pipedrive to track deals and insights, understand where their leads come from and how to convert them.

“Pipedrive has been the keystone, because it’s enabled us to keep track of everything from visibility and management but also add the reps and keep track of their prospects a little better.”

Read the case study

Big dog solar case study

A sales management solution for small businesses

There’s a reason Pipedrive was named a FrontRunner for small business CRM software.

Whether you’re a startup, an e-commerce brand or a growing SME, Pipedrive’s sales management software will help you track, manage and scale your sales process.

Easily reduce and streamline admin work, unify all tools – including external apps and integrations – and customize the software to suit your specific business. As your business grows, our software will grow with you.

Access our 24/7 helpdesk for customer support and guidance. Simply log in to your account and click the “quick help” button to chat with one of our professionals.

Choose from various pricing models

Pick the best option for your budget with our various pricing options that fit both small business owners and scaling companies.

Get started quickly

Forget about complicated setups and clumsy onboarding. Instead, jump straight in and get to work with Pipedrive’s intuitive and user-friendly interface.

Improve your processes

Make the most of your time, improve processes and remove friction with Pipedrive’s countless sales automation features.

Scale your processes

Easily scale processes as your business grows. Add automations, create new processes and segment your audience to better manage customer relationships.

Collaborate with your team

Keep everyone up to date by using a centralized system. Share updates, add comments and ask questions in one location.

Track your sales funnel

Track and monitor your sales funnel in real time. Make improvements as you go to help your business grow as efficiently as possible.

Sales management software FAQs

Build better sales processes today