18 Best Sales Tracking Software in 2024

As the world population grows, technology evolves, and globalization provides new opportunities. The rules of the economy change, making trading more profitable, but more complicated at the same time.

For better or worse, regardless of what size your business is, you can't simply go with the flow anymore. Tools to track sales performance become an essential thing.

Nowadays, you need a working sales strategy if you aim for success, and to reach this goal you'll have to gather and analyze plenty of data, including customer data and prospects profiles, pricing, lead generation sources, and, of course, your past and future sales. Fortunately, the most knowledgeable and skillful developers have already created sales-tracking software solutions that incorporate all the tools it might require.

With the current increase in demand for such platforms, it is easy to get lost in an endless sea of available options while choosing your perfect sales tracking software. Plus, it's always better to read short descriptions with all the main features highlighted for you rather than spend worthwhile efforts finding the information yourself.

After all, you've got a business to run and products to sell with the help of all these sales tracking software options. Sales tracking software tool helps to identify, follow, and analyze every step of the sales cycle in order to get top-notch results.

Must-have Features for a Sales Tracking Software in 2024

Sales tracking software is designed to present you with statistical data on your sales activity. Basically, sales tracking tools should allow you and your entire sales team to:

• Collect information about your clients, leads, or prospects

• Identify customers' behavioral patterns

• Evaluate sales rep performance

• Spot potential problems in advance and adjust the strategy

• Analyze the metrics to predict future revenue.

Modern sales tracking software is complex; it provides a variety of features. Some of them are beneficial to your company, but some of them might be unnecessary and redundant.

However, certain tools are irreplaceable if you want to improve sales processes. Let's review the instruments you should look for when you pick up sales tracking software.

Lead Tracking Function

Leads are the foundation of every existing sales pipeline management plan. That's why a proper sales tracking software should enable you to:

• Gather and store your leads' personal info. Everything that could be relevant to your sales team (e.g., name, the company they represent, their specialization, or budget) should be available with a click. This will help you to better understand the needs of your sales team and identify their interests and preferences so you can tailor a more individual approach toward them.

• Track your main lead sources. If you think that where your leads come from doesn't matter because they're already here, think again. The customer journey is crucial for both small businesses and large corporations. When you know what sources are the most useful (it can be anything, including email, social media, websites, or even a recommendation from a friend), you can dedicate more time and energy to acquiring new leads through them, or you can focus on developing the ones that you haven't been paying enough attention to.

• Sales pipeline management. Every salesperson knows that transforming leads into customers is a complex process, and it takes time. If you know which potential clients are hot and ready to buy and which might still need some nurturing, you can select the tactic that suits this particular lead's mood the most.

Remember, if you are aware of your lead sources, you'll always know where to turn if you want to attract new potential customers and increase sales. Every quality sales tracking platform escapes competition through authenticity.

Instruments to Analyze and Forecast Your Sales

To forecast sales and identify trends is hard because it's impossible to calculate the future. Yet, it is inevitable for any business that strives to be profitable. After all, any company executive needs to plan a budget, make strategic decisions, and set up realistic goals for the team.

Any mistake in the calculations can result in a drastic decline in revenue data. That's why acquiring the sales tracking software that is capable of obtaining data on your past and current sales and using it to make accurate predictions about the future is an investment that will definitely pay off.

With suitable sales tracking features, you can delegate tasks, assign resources, adjust strategies, and assess sales rep performance with confidence.  It will result in your sales revenue and further development.

It's high time to try one of the sales tracking tools with stable, detailed reporting to understand how to push your business further.

Reporting Tools

sales tracking software helps identify reasons for your success and point out your weak spots.

You desperately need a sales tracking tool that will help you to boost your sales performance. So, what kind of sales rep activity can you get, and how exactly can they be of use? Let's find out.

• Activity Report. This one will show you the entire history of communication with leads, including the latest interactions, data on when and how you contacted them, and what response you got. The value of this information is hard to underestimate. Sales forecasting should be one of the priorities.

• Sales reps. You can use such detailed report data to analyze leads' behavioral patterns and choose the approach that will fit your needs and preferences the most. In addition, sales managers can also access and study it to determine who among their team members are star performers and who might need some extra motivation.

• Loss Report. People who deliberately refuse to evaluate their previous actions are doomed to repeat the same mistakes. You should draw lessons from your past mistakes; otherwise, you may get stuck or fail. Of course, it might be a tiresome process, but as soon as you see the reasons why you've lost particular leads, you might gain a clear vision of what action course you need to take to outbid your competitors and score more leads. Moreover, these metrics can be helpful when forecasting the future performance of your sales department.

• Success Cases Report. Triumphs provide plenty of opportunities to learn from as well. If you struggle to determine which tactics suit you and your team the best, take a close look at the data on the cases you won, as well as your sales conversion rate. Surely, it will cheer you up, but it will also present you with valuable knowledge on what selling strategies your marketing teams should use more often. Plus, you can make notes on what means you should use if you're dealing with a specific type of lead. If you forecast sales, you also estimate future sales revenue, predicting how much you will sell in the next week, month, quarter, or year.

• Funnel Report. It's one of the chief sales tracking features. You need to obtain this report if you want to see at what stage of the sales funnel your leads are at this exact moment, what prevents them from moving further down the pipeline, and what you need to do to get them closer to striking a deal. You'll see what tactics are the most effective depending on the lead's type. After you examine this information thoroughly, you'll learn what your next steps toward this particular lead should be. That's an essential sales forecasting instrument that will lead you to more efficient deals.

• Sales Forecasting. Predictions are tightly connected with things that come to follow. It is sometimes hard to understand how crucial it is for a business to generate a precise sales pipeline. Sales forecasting gives private companies you cooperate with more confidence in their operations. Sales forecasting gives publicly traded companies credibility in the marketplace.

Sales strategies get the company's benefits. The basic sales tracking tool enables sales teams to schedule the entire sales cycle. Sales tracking also supports chain operations with material purchases and production capacity, partner strategies, and sales operations in the location, and quota planning.

Features to Display Conversion Rate

Conversion rate is the ultimate measurement of your success, so if your sales tracking software is unable to calculate it, you should replace it for a more effective sales tracking tool. You can acquire plenty of leads, but if you fail to turn them into actual customers, your sales processes won't contribute to increasing the company's profits.

If the created processes you have aren't satisfying, simply ask the program to submit conversion rates by sales reps, lead sources, etc. This would provide you with a clear picture of the measures you should take to improve the situation.

Instruments to Calculate Average Sale Price

The revenue per sale indicates the average amount of money you receive after closing a deal. If this metric decreases, then you definitely need to change your selling strategy. It means that it's time to turn to sales tracking and sales performance.

Sales tracking means maintaining records and detailing every single aspect of the sales process. Sales performance means the seller's or sales team's ability to get to the goals.

Plus, it can be helpful if you want to assess your sales team's productivity when it comes to upselling customers. Thus, sales tracking software with the ability to display average sale price is the tool you should use to spot worrisome signs in your sales activity.

Cross-platform Availability

We live in the 21st century, so it is practically essential to make applications available on both desktop and mobile devices, allowing you to manage your business anywhere and anytime. Besides, your sales team should have access to the platform at any time.

Many platforms offer synchronizing capabilities and online/offline access. With such advanced sales tracking software, the entire sales cycle gets incredibly easier to run a business because every important feature is just a few clicks away. Hence, choose the product that lets you enjoy the advantages of technological progress.

18 Sales Tracking Software Platforms You Can Rely On

Nowadays, selling process is much more challenging than it used to be. There are plenty of activities and indicators that need to be monitored and accounted for. But don't worry, there are plenty of sales tracking software that have your back. Let's dive in and see what today's marketplace has to offer to simplify the entire sales cycle.

1. Bitrix24

When it comes to sales tracking software or anything that can improve your sales metrics, Bitrix24 is the ultimate toolkit that has a solution for all the situations you and your team might face. With this CRM tool, you can:

• store and access data on clients and leads,

• analyze your sales activities

• track the performance of your team with key performance indicators,

• import, export, and share documents,

• manage marketing campaigns,

• contact prospects and customers via multiple channels, etc.

The best news is you can do it for free. Of course, there is a paid plan option with additional features and premium packages, but using basic functions won't cost you anything.

Key functions

• Lead & pipeline management, sales automation, lead-generating instruments, flawless sales performance tracking

• Gantt charts, Kanban boards, task efficiency reports, conversion rate, funnel & etc.

• Customers' and leads' database with personal details and a history of interactions

• Communication tools, including calls, emails, Zoom, social media, audio/video chats & conferences.

2. Vtiger Sales

Vtiger focuses primarily on acquiring multiple deal pipelines and nurturing leads, but it also offers a variety of analytical and forecasting tools to generate the utmost sales strategies. Its system of smart alerts notifies you automatically as soon as a deal changes its status. Plus, you can continue conversations at any given time, even if you have started them on another channel.

Key functions

• Generate leads from multiple channels, including email, social media, website, and phone sales calls

• Analyze the leads' personal data and assign them to the most suitable sales reps

• Initiate pipeline automation and marketing campaigns

• View activity and sales reports, sales results, and funnel progression

• Evaluate your sales team's performance and productivity.

3. Salesflare

If you're tired of doing things manually, Salesflare is your best option. This application obtains data from a variety of sources, such as emails, social media, company storage, and even your calendar. Any sales process is automated for you in no time. For instance, when you receive an email, the sales tracker automatically transfers the phone number and address from the person's signature to your database.

Key functions

• Automated email sequences can be initiated when a certain event takes place or you want to get through to a person who isn't responding.

• Advanced sales tracker instruments. You can find out when people opened your messages, what pages of your website they visited, and when.

• Impressive integration capabilities: it's perfectly compatible with Gmail, Office 365, iCloud, PieSync, and many other popular platforms.

• Customizable sales pipeline, dashboards, and overviews.

4. EngageBay

EngageBay demonstrates a certain lack of analytical capabilities, but they provide plenty of opportunities to keep all of your interactions with leads and clients under control. It covers everything from nurturing prospects to customer support. That's what we call a proper sales pipeline.

Key functions

• Analyze customers' behavior and preferences

• Generate pipelines for multiple deals

• Contact leads via phone or email

• Assign and monitor tasks

• Automated sales funnels & e-mail sequences

• Dashboards and tools to examine business proposals

• Integration with Office 365, Gmail, and other calendar applications.

5. Pipedrive

For instance, a "deal rotting" function automatically sends notifications if a deal remains untouched for too long, allowing your sales reps to prevent it from turning into a lost cause. In addition, it provides sellers with a virtual sales mentor that they can ask for personalized advice.

Key functions

• Lead tracking & management sales teams

• Automation for the sales teams' recurring tasks

• Detailed leads' and customers' profiles with interaction history

• Visual pipelines

• Activity reports and other analytical & forecasting tools

• Synchronized mobile and desktop versions available.   

6. Zoho CRM

Zoho CRM presents its users with a variety of solutions for every possible scenario. Any sales process will be processed with this solution. But the most innovative instrument they have is gamification. This useful feature allows turning the boring processes of achieving goals, accomplishing tasks, and acquiring leads into fun and adventurous competition, making it easier for your sales reps to stay productive. This way you'll keep your sales team motivated.

Key functions

• Automated workflow and sales data management

• Customizable charts and dashboards

• Sales trends and forecasts

• Funnels and lead generation and management tools.

7. Copper

If you want to automate as many sales related processes as possible, choose Copper. It gathers information on leads and sales actions from all the available communication channels and sources. This way you’ll manage to mediate the sales process and the sales pipeline as well. Moreover, it will send automated notifications and visual indicators when a deal reaches crucial stages.

Key functions

• Leads' data storage with a complete history of interactions

• Automation of regular administrative tasks

• Customizable visual pipelines

• Sales activities reports, a sales funnel overview & dashboards

• Desktop, iOS, and Android versions

• Gmail integration

8. Freshworks CRM

The most convenient feature of the Freshworks CRM is its ability to present a 360° overview of all the customer sales data and lead related information in one screen. Plus, deal card with visual pipeline allows you to delegate tasks, set up meetings, and initiate conversations with leads.

Key functions

• The ability to contact leads directly from the platform

• Lead scoring sales pipeline overview

• Sales teams activities report

• Smart e-mails with a personalized approach to your leads

9. Close CRM

As a sales tracking software, Close CRM is designed specifically to help your team close as many deals as possible. That's why it puts a lot of emphasis on analytical tools, including the ones to evaluate team performance, review won and lost cases, and measure how successful your communication with leads is.

Key functions

• Track sales better with an advanced pipeline feature

• Acquire leads and communicate through multiple channels (e-mails, audio/video calls, etc.)

• Generate reports on sales activities, revenue per sale, and other important metrics, like sales pipeline interaction and more

• Manage all sales activities from one central sales hub with automatic logging and syncing in all the apps you use.
  

10. HubSpot

HubSpot is the best sales tracking software for those who seek a perfect combination of sales and marketing capabilities.

Key functions

• Lead generation

• Automated marketing campaigns

• Activity reports and other tools to assess team productivity

• Sales pipelines with the ability to track leads in real time

• Meeting scheduling & the automation of repeititive tasks.

11. SugarCRM

SugarCRM is the ultimate solution for companies that want to focus their sales’ team attention on accurate forecasting and get insights about leads or customers' behavior.

Key functions

• Use the Sugar Discover—Revenue function if you want to receive notifications on spotted changes in your key metrics, sales data, or get accurate predictions based on the analysis of your history/experience, and monitor your KPI and sales activities in real time

• Create an Ideal Customer Profile (ICP), get alerts about new insights and opportunities with AI-based SugarPredict feature

• Automate the process of collecting data on leads and customers through the sales funnel and other channels

• Observe pipelines and get status updates

• Initiate smart marketing campaigns

• Use the Sugar Market feature to keep an eye on your most important metrics.

It might seem exhausting to decide on which sales tracking software is the best. The market offers plenty of decent options that would satisfy even the most demanding customers. Stay calm and remember that if you decide to go with one of the platforms mentioned in the review, chances are you won't be disappointed.