The 54 Top Sales Funnel and Sales Pipeline Management Software Tools

 In All Things Productivity, Blog

Managing your sales funnel is crucial to your business. You need to be able to keep track of the large pool of leads and prospects as well as the short-listed pool of likely customers in order to effectively monitor and understand your business.


Staying on top of your sales funnel and sales pipeline also ensures that money continues to come into your business. There are many tools on the market today that can help you achieve this goal.

In no particular order, here are the best sales funnel management software tools to help you better manage your business’ sales funnel.

1. Podio


Podio offers painless sales performance tracking and management on the go or from the office in one seamless platform. Ensure no opportunity passes you by with this all-in-one solution.


  • Create a custom workflow in minutes
  • Compatible with iOS and Android
  • Secure SSL connection
  • Compatible with other major cloud services including DropBox and Google Drive
  • Free forever for up to 5 employees


Cost: Free for up to 5 team members, contact for more pricing info

2. Zoho


Turn more leads into prospects with Zoho’s CRM software. It offers a complete pipeline management solution for small businesses and is currently the choice of more than 50,000 companies all over the globe.


  • Free for up to 3 users
  • Integrated sales and marketing tracker
  • Automated lead generation and tracking
  • Automated follow-up


Cost:Free 15-day trial, contact for more pricing info

3. Salesforce


Probably one of the best-known, and most-used CRM tools, Salesforce is an excellent tool to help manage your sales funnel thanks to its many integrated features.


  • Free trial available
  • Compatible with iOS and Android devices
  • Get up and running instantly thanks to an easy-to-use interface
  • Rich, responsive, customizable analytics platform
  • Reliable cloud-based storage


Cost: From $5/user per month

4. Pipedrive


A simple, visual sales pipeline tool, Pipedrive is a favourite among sales professionals for its easy-to-use interface and quick setup. It’s also compatible with iOS and Android devices, so you can take your information with you wherever you go.


  • Free 30-day trial
  • No contracts, no hidden fees
  • Free telephone and email support
  • Secure, password-protected accounts
  • Daily backup of your data


Cost: $12/month

5. Base


With excellent sales tracking, forecasting and reporting capabilities, Base lets sales professionals manage their sales funnel in a highly effective manner. In-depth, visual reports let you see exactly where you should focus your attention.


  • 14 day free trial
  • Unlimited leads, contacts, deals and tasks
  • Minimum 2GB/user storage
  • Compatible on desktop, mobile and within Outlook
  • Automated Salesforce importer


Cost: From $15/month

6. TraceMyLead

tracemylead is a cloud-based sales management tool that can help sales professionals in any business better manage their sales funnel. It offers integrated dashboards to monitor leads, sales, action items and documents – so you’re always in the know.


  • 30-day free trial
  • Smart scheduling feature
  • “No lead lost” technology
  • Optional survey creation
  • Compatible with iOS


Cost:Varies, depending on package selected

7. PipelineDeals


PipelineDeals lets sales professionals keep track of prospects, leads and more – helping you and your team close more deals in less time. Pay-as-you-go pricing and the ability to add or remove users at any time means you aren’t tied down to a package.


  • Free 14-day trial
  • ompatible with iOS and Android
  • Free mobile access and unlimited data storage
  • Google apps integration available
  • Easy setup takes just minutes


Cost:$24/user per month

8. Smartsheet


Keep track of leads, sales and more with Smartsheet’s easy-to-use sales funnel management software. This collaborative tool is trusted by major business worldwide including Sony, Groupon and Netflix.


  • Free trial
  • Familiar spreadsheet format is easy to use and understand
  • Ideal for small or large businesses
  • File sharing compatible with many popular document tools
  • Compatible with iOS and Android devices


Cost: From $14/month

9. Mr Dashboard


Mr Dashboard’s Sales Funnel for Excel software is an easy-to-use, completely automated software that lets anyone get up and running with their sales funnel management in minutes and is fully compatible with Microsoft Office Excel.


  • Extract information in minutes
  • Self-guided, no special skills necessary
  • No monthly fee
  • Manage, organize, control and forecast your company’s sales prospects
  • Immediate product download


Cost: $99, on sale for $49

10. InfusionSoft


This all-in-one CRM solution can help automate your sales and marketing management. The tool was specifically designed for small businesses, and currently has more than 24,000 customers.


  • Automatic follow-up
  • Lead scoring
  • Available e-commerce option
  • Boost sales while saving time


Cost: Contact for pricing

11. Clinchpad


An effective lead tracking software, Clinchpad lets you clearly visualize your sales pipeline and offers an easy-to-use solution to sales funnel management. User specific reports and preset charts let you dial in to the data you want.


  • Free trial
  • Collaboration with various team members
  • Instant lead notifications
  • Secure document and file storage
  • Seamless integration with other online tools


Cost: From $9/month

12. InsightSquared


InsightSquared offers a suite of Salesforce analytics to help sales professionals track, meet and exceed their targets. With detailed forecasting and retrospective reports, you’ll always know what’s going on.


  • Free trial available
  • Personalized reporting for each sales rep
  • Visual opportunity management
  • Tags and filters let you focus on what matters most
  • Insight feed offers a summary of business status


Cost: From $65/month

13. Odoo


Odoo gives you instant visual information about your sales pipeline, including next actions, new messages, top opportunities and expected revenues – plus it’s used by more than 50,000 companies.


  • Social network integration
  • Kanban view let you track your pipeline
  • Clear, easy-to-use interface
  • Lead integration and automation
  • Customizable sales cycle


Cost:From $15/user per month

14. SmartFunnel


SmartFunnel offers a variety of tools to help sales professionals effectively manage and forecast their revenue funnel.


  • Hubspot partner – meaning automatic lead generation
  • Set reminders linked to your calendar
  • Real-time analytics
  • Insight into buyer progress stages
  • Insights let you better manage your team


Cost: Free

15. Glider


Glider is an excellent tool for gaining insight into the final steps of the sales process – allowing you to effectively clear the pipeline of “almost closed” deals, increasing revenues and freeing up time.


  • 30-day free trial
  • Real-time analytics
  • Continuous tracking
  • Powerful collaboration tools with drag-and-drop simplicity
  • Executive dashboards and reports


Cost: From $400/month

16. Insightly


Insightly is the leading online CRM for small businesses – and best of all, its basic features (including 250MB of storage) are absolutely free. Ensure you’re on top of your sales pipeline with a powerful CRM that can track anything you need.


  • Free 14-day premium account trial
  • Dropbox integration
  • iOS and Android compatible
  • Quickbooks online integration
  • Resource pages, webinars and other support


Cost: Free basic account, $7/month per user premium

17. Sugar CRM


This industry-leading CRM tool is available at an affordable price-point, making it a favorite among sales teams. Real-time collaboration ensures everyone is always up to date.


  • Free trial
  • Unlimited customization options
  • Automate business processes
  • Support for over 26 languages and currencies
  • iOS and Android compatible


Cost: From $35/month

18. Sage CRM


Sage CRM is an excellent tool for small- and medium-sized businesses to manage their sales funnel. More than 14,000 companies around the world trust their CRM needs to Sage CRM.


  • Free 30-day trial
  • Interactive dashboard lets you monitor your pipeline
  • Point-and-click reporting gives you almost instant access to data
  • Automated follow-ups ensure no lead is left behind
  • Mobile solutions available


Cost:From $45/user per month

19. Capsule CRM


With premium integrations that include Xero, FreshBooks, MailChimp, and more, Capsule CRM is a powerful tool for managing your sales pipeline. A 30-day free trial and option to cancel at any time mean you’re not tied down.


  • Track bids, deals and proposals
  • Integrated calendar and task list
  • Clear layout is easy to use
  • Complete contact view keeps you in touch
  • Add notes and attach documents


Cost:Free for up to two users; $12/month per user

20. Act!


Use Act! as a quick and easy way to manage your business contacts and customer relationships, while having a 360-degree view of each client’s history and activities.


  • Free trial
  • Connects to desktop, mobile and social tools
  • Integrates with Outlook, LinkedIn, Google and others
  • Integrated analytics offer detailed reporting
  • Pro account for up to 10 users


Cost: Contact for details

21. atQuota


atQuota’s free sales pipeline management software can help users manage their sales funnel thanks to incredibly detailed and organized data.


  • Free, integrates with Salesforce
  • Deal Dashboard lets you view deal information at a glance
  • Weekly or monthly reports ensure you meet your goals
  • Social connectivity ensures the entire team is in the loop
  • Add unlimited team members


Cost: Free, up to $10/month per user

22. FreeCRM


Keep track of your team’s sales funnel with FreeCRM. You’ll be able to see every stage of every deal from from lead to close. Marketing automation and contact management ensure you have all you need to close the sale, each and every time.


  • Free for up to 100 users
  • Compatible with iOS and Android
  • Unlimited cloud-based storage
  • Completely automated call scripting and scheduling
  • Easy-to-use task management and delegation system


Cost:Free, up to $39.95/user per month

23. Tracks


Tracks is another great sales funnel management tool that is both functional and flexible to suit your team’s needs. It’s perfect for small and growing businesses to track their sales pipeline.


  • 14-day free trial
  • Drag and drop deals for easy organizing
  • Available Skype support
  • Weekly summary lets you know which deals need worked
  • Simple integration with Highrise and Google Apps


Cost: From $16/month

24. Highrise


Highrise offers a straightforward, easy-to-use solution for sales professionals to track and monitor their sales pipeline. You can get up and running almost instantly by simply importing your contacts from any email system.


  • 30-day free trial
  • Track contacts, tasks and projects to stay on top of every potential sale
  • Integrated collaboration ensures all team members are up to date
  • Integrates with many popular third party tools
  • Upgrade, downgrade or cancel at any time without penalty


Cost:From $24/month (Free option available for two users)

25. Microsoft Dynamics


Increase productivity, target more sales and close deals faster with Microsoft Dynamics. Real-time analytics lets sales teams see where to focus their attention for increased sales and better funnel management.


  • 30-day free trial
  • iOS and Android compatible
  • Automated alerts help you stay on top of your accounts
  • Empowered team selling,/li>
  • Real-time analytics with inline data visualization


Cost:Contact for pricing

26. Visual Sales Pipeline


Visual Sales Pipeline is an app that lets you visually keep track of your sales funnel. With a clear view and subtle encouragements, this app can help keep your sales pipeline moving in the money-making direction.


  • Works stand-alone or connected via Salesforce
  • Add and edit details for all your deals
  • Sort and filter your pipeline any way you want
  • Customizable stage and probability values
  • Compatible with iOS



27. Goal Smashers


Track and improve your sales funnel management with Goal Smashers. It gives you a rich, visual look into your sales pipeline so you can see where to focus your attention.


  • 45-day free trial
  • Visualize sales flow, tasks & contact management
  • Easily import your contacts
  • Instant updates from daily to monthly
  • iOS and Android compatible


Cost: Free personal account, contact for other options

28. Pipeliner CRM


One of the most visual CRMs out there, Pipeliner can help everyone on the team see which deals need the most attention at any given time. Plus, your data is safe and secure and features automatic backup.


  • 30-day free trial
  • Accurate data for reliable forecasting
  • Keeps track of your leads, contacts, accounts and opportunities all in one place
  • Compatible with Windows and Mac operating systems
  • Pipeline view lets you customize to your organization’s unique sales cycle


Cost:From $35/month per user

29. AvePoint


AvePoint offers a number of mobile sales pipeline solutions to help sales professionals better manage their sales funnel.


  • Free trials available
  • Easy-to-use apps can be tailored to your team’s needs
  • Consolidated and interactive interfaces
  • Dynamic forecast and sales opportunity charts
  • Clear, customizable data lets you stay on top of any opportunity


Cost:Contact for pricing

30. Sales Tracking Calendar by PipeLine Pro


This free app lets sales professionals keep track of their sales funnel on the go. This daily and weekly calendar allows reps to track and monitor their progress and adjust goals accordingly.


  • iOS and Android compatible
  • Easily track and view working accounts
  • Email reports directly to your manager
  • Easy to use for new and seasoned sales pros alike
  • Meet deadline thanks to calendar reminders


Cost: Free

31. Oracle CRM


Oracle CRM On Demand Connected Mobile Sales features a rich user experience that allows sales professionals to keep track of their accounts directly from their mobile devices while on the go.


  • Real-time data and analytics
  • Integrates with iPhone contacts and calendar
  • Easy to use, configure and manage
  • Compatible with iPhone and BlackBerry devices (Android support available)
  • Opportunity and lead management ensure no deal is left behind
  • Single sign-on compatible


Cost:Contact for pricing

32. Sales Plus


Sales Plus is an ideal tool for having a visual overview of your sales pipeline. Manage your sales funnel with accurate forecasts and powerful API integration.


  • Export data to PDF
  • Real-time charts and analytics
  • Create a new campaign with just one step
  • Easily assign contacts, create tasks
  • View booked opportunities and rep performance


Cost: Free

33. ASPEC Mobile


ASPEC stands for automated sales process engine for the computer, and that’s exactly what it does. Keep track of your opportunities on the go with this free app.


  • Update opportunities on the fly
  • Automatically prioritizes opportunities based on five levels
  • Forecast filters can help manage your pipeline
  • Export your data in several popular file formats
  • Secure cloud-based storage and automatic backup



34. Salesboard


Available for both the web and as a smartphone app, Salesboard is a CRM and deal management tool that can help you effectively manage your sales funnel. And with unlimited storage, you’ll never be without all the information you need.


  • 14-day free trial
  • Unlimited contacts and deals
  • iOS and Android compatible
  • Get support via phone and email if you have any questions
  • Simple, easy-to-use interface has you up and running in minutes


Cost:$19/user per month

35. Razpo


Razpo is a powerful, easy-to-use tool that can help sales professionals stay on top of their sales funnel. Automated tasks and alerts ensure you reach your goals.


  • iOS and Android compatible
  • Easily export data to Excel
  • Visual graphs and analytics
  • Create and join challenges to stay motivated and accountable
  • Ability to add pictures and notes



36. SalesStorm


SalesStorm is a software tool that visually informs sales and marketing teams of the state of key business areas and can be used to manage your sales funnel by tracking your prospects and alerting you to those that need attention.


  • Easily access forecast and marketing data
  • Attach documentation
  • Color-coding shows prospect status
  • Easily see a history of past communications


Cost:Contact for pricing

37. Contacts Journal


Available for iOS devices, Contacts Journal lets sales professionals keep track of all their contacts and relevant details, so you can see what stage a deal’s at at any time.


  • Customizable fields
  • Integrates with your address book
  • Automatically syncs between devices with iCloud
  • Attach documents and files
  • Helps you get the most out of networking opportunities


Cost:$9.99 for iPhone, $19.99 for iPad

38. SalesMesh


SalesMesh tracks your sales process from start to end, so you never let an opportunity slip by and can see exactly which ones need your attention at any given time.


  • Free option available
  • Salesforce sync and integration
  • Emails, calls, and meetings are auto-tracked and captured as they happen
  • Update deal information from anywhere
  • Offline access


Cost:From $9.99/user per month, free option available

39. Knovial


Knovial provides an all-in-one business solution, including managing your sales pipeline. Their software is compatible on your computer, tablet or mobile device – so you’re up-to-date no matter where you are.


  • Manage calendar, events, meeting and contacts
  • Import and export leads
  • Lead tracking and follow-up
  • Manage prospects and customers on the go
  • Real-time analytics


Cost:From $97/month

40. SalesPal


SalesPal is an easy-to-use sales productivity software whose intuitive functionality lets you track your prospects and works to guide you to the close.


  • Customizable sales stages
  • Easily keep track of meetings and calls
  • Send your pipeline via email
  • Available on iPhone and iPad
  • Encourages forward sales momentum



41. SalesFocus


Create and schedule sales orders and appointments on the go with SalesFocus. Its secure operating system ensures your data is protected.


  • Appointment schedules, reminders
  • Compatible with iOS devices
  • Print or email confirmations
  • Sales orders are instantly uploaded to your accounting software
  • Client details including contact, credit, and financial information all at your fingertips



42. Reflect Customer Database


Reflect Customer Database is a free software that lets sales professionals keep track of their sales pipeline. Keep track of client interactions, upcoming events and tasks to better manage your sales funnel. Plus, a 60-second install means you’ll be up and running in no time.


  • Compatible with Windows and Mac operating systems
  • Unlimited tasks, events and notes for all your clients
  • Custom reports let you filter down customer data
  • Web-based access
  • Export reports to PDF file





Sellsy is a powerful CRM tool that lets sales professionals visualize their pipeline to effectively manage their sale funnel. Drag and drop feature lets you update and organize your pipeline easily.


  • 15-day free trial
  • Referral program puts money back in your pocket
  • Task manager lets you assign and email reminders
  • Client records contain detailed information to help you close the deal
  • WordPress, Drupal and Prestashop modules automate opportunities generation


Cost:From $44.90/month

44. Workbooks Business Edition


Workbooks offers a variety of business solutions including CRM software for several industries. It goes beyond traditional CRM with several tracking options to help manage all your customer information in one place.


  • 30-day free trial
  • Supports multiple currencies
  • Add notes and attachments
  • Cloud-based data storage
  • Customizable views, reports and dashboards let you keep track of your opportunities


Cost:From $30/month, free option available

45. Salesdiver


Salesdiver is an iOS-based sales productivity app that lets you effectively manage your sales funnel. Question prompts allow you to better qualify and close more deals.


  • Support for multiple currencies
  • In-app feature upgrades
  • Color-coding lets you quickly see deal status
  • Detailed opportunity information
  • Email opportunity summaries to team or management



46. Stitch


Stitch is like having your very own personal assistant. The software reminds you of meetings and appointments, but it also prompts actions for your leads based on where they are in your sales cycle, helping you stay on top of your sales funnel.


  • Compatible with iOS and Android
  • Integration with popular storage services
  • Email read notifications
  • Anticipates and notifies you of upcoming sales actions
  • Salesforce integration


Cost:Free personal account, contact for other pricing options

47. Vtiger


Vtiger is a powerful business tool that can help sales professionals better organize and manage their opportunities and increase ROI.


  • Free 15-day trial
  • Export data via CSV or XLS
  • Integrates with many other popular business applications
  • Activity, calendar, and notification management all integrated
  • Compatible with iOS and Android


Cost:From $12/month per user

48. SAP Anywhere


Designed for both iPhone and iPad, the SAP Anywhere software allows sales professionals to securely capture leads, manage opportunities, and drive deals to orders from anywhere and at any time.


  • Secure, cloud-based storage
  • Manages pre-sales activities with leads, opportunities, and quotes
  • Allows users to visualize stalled opportunities and act accordingly
  • Capture and store text, documents, photos, and audio files
  • Other customizable add-on features


Cost: Free

49. Project Prospect


Project Prospect helps sales reps to streamline their sales pipeline while effectively managing the lead follow-up process in one simple step.


  • Compatible with iOS and Android devices
  • Sync across devices
  • Easily log new leads and projects
  • Daily updates help you plan your tasks
  • Compatible with Google contacts and calendar



50. ForceManager


Measure, analyze and boost your performance with ForceManager, an on-the-go sales management solution that lets you quickly and easily manage your sales data from wherever you are.


  • Free trial available
  • Activity history ensures you’re up to date
  • Geo-location lets you manage nearby accounts
  • Customizable stages and data fields
  • Mobile app lets you carry your sales pipeline with you


Cost: Contact for pricing


InsideSalescom is a leading sales acceleration platform built on Neuralytics, a predictive and prescriptive self-learning engine. This fully-integrated sales acceleration platform provides visibility, productivity, and effectiveness that makes it possible to sell more. prioritizes sales activities to target leads and opportunities that are the most promising.

Key features:

  • Neuralytics processes massive and complex data sets to produce simple insights and directives to help the sales team make more money
  • Uses the database of 90 billion sales interactions and appends external data to power its machine learning
  • Identifies prospects most likely to answer the phone and increases contact rates by 300%
  • Take control of the entire sales funnel with pipeline management and opportunity scoring

Cost: FREE trials available

  • Vision: $25/user/month billed annually – Stand alone edition to track emails and web activities with real-time alert and detailed reporting
  • Forecast Professional: $70/user/month billed annually – Comprehensive pipeline management platform
  • Forecast Enterprise: $90/user/month billed annually – Complete predictive forecasting platform
  • Starter Edition: $95/user/month billed annually – Leading sales communications platform with NextCall
  • Elevate: $195/user/month billed annually – Elevated performance through gasification and effectiveness
  • Accelerate: $295/user/month billed annually – Accelerated results with Neuralytics

52. Contactually


Contactually simplifies CRM and helps users generate leads and referrals via automation and email templates. It also empowers organizations to nurture leads and develop repeat customers by identifying key relationships, following up consistently, closing more opportunities, and tracking business results.

Key features:

  • Connect work email to automatically create your relationship database
  • Easily categorize contacts into Buckets to determine who to contact and when
  • Craft messages or start conversations using relevant information provided by Contactually
  • Instantly access your network and communications anywhere


  • Basic: $29/user/month billed annually – Connect unlimited email accounts, follow-up reminders, social network integration, bulk messaging, and various app integrations
  • Professional: $49/user/month billed annually – All Basic plan features, plus customizable email templates, team contact sharing, article and content sharing, pipelines for sales tracking, and more
  • Enterprise: $99/user/month billed annually – All Professional plan features, plus advanced permissions, custom integrations, and audit logging

53. TopOPPS


TopOPPS is an authority on sales pipeline management. Its use of predictive analytics gives companies a clear view of their opportunities and allows them to close more deals. TopOPPS algorithms help sales teams know how to win with data-driven forecasting and targeting coaching to make sales processes as effective as possible.

Key features:

  • Improve visibility for the entire sales team
  • Ensure resources are applied to deals with the highest probability to close
  • Connect, align, and automate activity of sales reps and guide them with prescriptive analytics
  • Make use of machine learning, history, velocity, and activity to increase forecast accuracy and grow revenue via a faster sales cycle

Cost: Contact for a quote

54. Bizible


Bizible delivers B2B marketing attribution so your company can make profitable marketing decisions. Bizible invites users to “join the pipeline marketing revolution.” This sales funnel management software tool unifies user behavior and advertising data with sales outcomes and empowers you to control the success of marketing investments.

Key features:

  • Use omni-channel marketing attribution data to align teams under the goal of increasing revenue
  • Gain visibility across all marketing channels both offline and online
  • Granular attribution for online media including SEM
  • Advanced multi-touch attribution for all marketing, regardless of the stage in the funnel it occurs

Cost: FREE trial available; Contact for a quote

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