Log in

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, different stakeholders can clear many tedious tasks from their schedules, allowing them to focus on activities that drive sales and increase revenue. For example, sales managers can use these platforms to forecast revenue, track team activities and monitor sales, while salespeople can focus on closing deals.

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

Full access. No credit card required.

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 a visual sales pipeline. 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. 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.

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.

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.

Pipedrive tracks how your team is moving toward sales goals. View conversion rates and the average percentage of deal wins, then compile the data into 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 you 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:

  • 1. Track every conversation

    Keep all of your customer information and conversations in one place. Pipedrive's powerful CRM tracks phone calls, emails and contact history, so your sales reps know when to follow up with a prospect.

    Link conversations to contacts and deals in your pipeline, make outbound calls directly from your CRM or mobile app and manage email conversations inside Pipedrive using two-way email sync.

  • 2. Automate and scale your sales efforts

    Save time by putting repetitive tasks on autopilot. Build Automations at every deal stage to streamline your business processes and close more deals.

    Automating workflows also gives your team space to do what they do best: build customer relationships. Transfer deal ownership between reps and create new stages and activities when deals move along your sales pipeline. Integrate Pipedrive with hundreds of apps and add-ons to create the perfect all-in-one workspace.

  • 3. Dive deep using granular reporting

    Build reporting dashboards to monitor every activity in your sales cycle. Use Pipedrive’s customization functionality to isolate the metrics you care about most.

    Focus on the sales data you need and pinpoint bottlenecks in your pipeline with custom filters. Track deals, KPIs and revenue in visual dashboards to fine-tune your sales processes. Easily curate sales forecasts based on your team’s activities and the value of the deals in your pipeline.

  • 4. Understand what drives revenue

    Create a sales playbook based on which activities help close the most deals and which prospects bring the most value.

    Build a sales toolset of best-in-class integrations using your CRM as the platform, so that all the data is easy to find and available in the same place.

Boost productivity with powerful features built for efficiency

According to our 100,000+ users, the ideal sales management software combines 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 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 wanted to use data to improve sales and marketing strategies.

Since they started using Pipedrive for lead management, they can track deals and insights to understand where their leads are coming from and how to communicate and convert them.

“Visibility on the different layers of how things were happening and where the bottlenecks were – those kinds of reports have become really insightful and valuable for us.”

Read the 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

  • What is the best software for sales managers?

    The best software for sales managers depends on the size of your business, your industry and the features you need. To find the best software for your business, you need to know what features are important and how much you’re able to spend.

    If you’re looking for a versatile and intuitive platform that can track, manage and scale your sales process, take a look at Pipedrive (you can sign up for a free trial before you commit).

  • What data do we need for our sales management system?

    The data you need your sales CRM platform to track varies from business to business. Still, there are a few metrics sales managers normally look for when reviewing CRMs, including:

    • Total revenue

    • Total sales

    • Revenue per sale

    • Revenue by product

    • Revenue by market

    • Sales by lead source (both inbound and outbound)

    • Percentage of revenue from new business and existing customers

    • Year-on-year (YoY) growth

    • Number of sales lost to competition

  • How can sales management systems increase productivity?

    Better sales management, automation and improved collaboration are just a few examples of how sales management software can boost productivity.

    Access to customer data and insights will also help you make informed business decisions. This means you can spend less time trying to figure out how to grow your business and focus on improving it.

Build better sales processes today