9 Best Sales Tracking Software for Small Businesses

Small business owners often face the challenge of keeping track of every sale, customer interaction, and revenue opportunity.

Without the right tools, valuable insights can slip through the cracks, leading to missed opportunities and stagnant growth.

That’s where sales tracking software comes into play.

To help you navigate the overwhelming number of options available, in this blog post, I’ll guide you through the 9 best sales tracking software solutions tailored for small businesses.

List of the 9 Best Sales Tracking Software

This list is based on the usability, scalability, and cost-effectiveness of each tool. I drew on my personal experiences, reviews on third-party sites, and insights from industry peers to come up with the best tools. Whether you’re looking for simple sales tracking apps or more sophisticated ones, you’ll find them all here.

1. BIGContacts – Best for Contact Management & Email Marketing

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Our organization uses BIGContacts for tracking sales, email marketing and contact management. In addition to catering to basic CRM needs, it scales seamlessly as our business continues to grow.

Personally, I was delighted by the simplicity and effectiveness of this platform. It provides robust tools for organizing contact details, tracking interactions, and segmenting contacts for targeted marketing campaigns.

Additionally, its email marketing capabilities enable me to create personalized email content, manage automated campaigns, track outbound sales pipelines, and view detailed analytics.

These features collectively make BIGContacts an effective solution for enhancing customer relationships and driving marketing efforts.

What You’ll Like:

• The ability to capture, organize, and segment contacts using custom fields, tags, and lists
• Automated drip campaigns to deliver the right message based on your contacts’ behaviors and actions
• Customizable sales pipeline with a drag-and-drop user interface
• Reports & analytics that help analyze actionable business insights, customer behaviors, and trends

What You May Not Like:

• Periodic updates, although useful, may require time for users to grasp new feature rollouts
• Constant internet connectivity is required for optimal tool performance

Pricing:

• Forever free plan for up to 100 contacts. Paid starts at $9.99/user/month with a 15-day free trial.

2. Salesforce – Best for Enterprise Sales Management

Image Source: Revenue Grid

Salesforce is a cloud-based provider of CRM service with a suite of enterprise apps focused on customer service, marketing automation, analytics, and application development.

A veteran industry peer, who is a sales manager, found the sales opportunity management feature in the platform to be extremely reliable.

The opportunity dashboard gives a real-time snapshot of all sales opportunities, categorized by their stages: from prospecting to negotiation and closure. Each opportunity is linked to an account and contact and provides a 360-degree view of interactions and the customer’s history. It’s like having a comprehensive playbook at one’s fingertips tailored to each prospect.

Customization and forecasting are extremely valuable features that ensure you stay focused on what matters most and accurately predict revenue.

What You’ll Like:

• The upper tab-style layout makes the navigation comparatively straightforward.
• The CRM is highly customizable, and you can modify nearly every element to fit your specific business requirements.
• A great selection of support materials, tutorials, and videos, as well as a supportive online community.
• It offers advanced features, such as mass marketing campaign management, mass emails, drag-and-drop app builder, and lead auto-assignment.

What You May Not Like:

• Users should know HTML, CSS, and other coding languages to customize specific elements.
• It may take time to set up the CRM to match your specific processes and needs due to the sheer volume of customization and automation options.

Pricing:

• Starts from $25/user/month.

3. Salesmate – Best for Sales Process Automation

Image Source: Salesmate

As a comprehensive sales tracking software for small businesses, Salesmate is recognized for its user-friendly interface and capability to automate sales processes.

One of the highlights of Salesmate is its advanced automation suite, which simplifies how you manage repetitive tasks. This includes everything from drip campaigns and lead scoring to onboarding journeys.

For example, it enables users to automate sales outreach with sequences, effectively converting more prospects into leads with targeted emails, texts, and follow-ups – all personalized and automated.

Salesmate’s automation capabilities extend to workflow management, where it helps automate business activities through a set of rules executed when specified conditions are met. These rules can include email alerts, tasks, field updates, and webhooks, set as either instant action or time-based actions.

What You’ll Like:

• By syncing the platform with your phone system, you can see all calls, texts, emails, site visits, etc., with a client in one place.
• With Salesmate, you can seamlessly send bulk text messages and emails.
• You can maintain different dashboards and a built-in dialer to support call activities.
• The card view for deal progress is great at helping visualize the sales pipeline.

What You May Not Like:

• The automated texting aspect of the platform is somewhat hard to set up.
• Custom field options, such as simple formula fields like addition/subtraction, customizable dashboards, and more robust email modules, can be added.

Pricing:

• Starts from $23/user/month.

4. Salesflare – Best for Automated Address Books

Image Source: Salesflare

Up next is Salesflare.

I found it to be an exceptional tool for managing my automated address books.

This feature plays a significant role in sales tracking by automating data entry tasks. The platform gathers data from various sources like social profiles, emails, calendars, phones, company databases, and professional email signatures.

It not only saves time by reducing manual data entry but also assists in generating and following up leads efficiently, supported by features like email tracking, personal email sending at scale, lead scoring, social integrations, and sales analytics.

Essentially, the feature ensures that customer interactions are tracked and managed effectively, enhancing the sales process.

What You’ll Like:

• It automates data entry by scanning online data to fill in contact information, including social media activities.
• Personalized email marketing campaigns and engagement tracking within its dashboard to target audiences more effectively.
• Clear visualizations of sales pipelines so teams can manage their sales process efficiently​​.
• Integrates with various third-party applications via Zapier to enhance its functionality and ensure a more connected workflow.

What You May Not Like:

• Salesflare doesn’t offer a free plan, which could be a barrier for very small businesses or freelancers just starting out.
• Customer support is available only via live chat or email during business hours, which could be a drawback for businesses needing immediate assistance outside these times​

Pricing:

• Starts from $29 per user/month.

5. Freshsales – Best for Territory Management

Image Source: Freshworks

I was exploring CRM solutions to manage our sales territories better and came across Freshsales, a part of the Freshworks product suite. It immediately caught my attention for its territory management features.

Freshsales makes an excellent choice for businesses looking to streamline their sales processes across different geographical areas.

It supports a granular, hierarchical structuring of sales territories. This means you can define territories based on various criteria such as geographical location, industry, product line, or any other parameter that suits your business model.

This flexibility is crucial for us since it enables the creation of a territory hierarchy that mirrors our organizational structure and market segmentation strategy closely. The ability to customize and manage territories to such a detailed extent can significantly enhance sales efficiency and effectiveness.

What You’ll Like:

• You can personalize the platform to match your language, email, timezone, email signature, and notification preferences.
• Build company-branded documents using a built-in template editor and send accurate quotes to your contacts.
• Configure and manage email functionality according to your sales reps’ needs. Create templates, set email limits, and more.
• Create multiple sales pipelines to replicate your unique business process. Create, manage, and track deals with tasks, appointments, etc.

What You May Not Like:

• When you create a view for your contact, there is no way to export the same view without recreating it as a segment.
• There should be some on-screen help for users to get familiar with the platform.

Pricing:

• Starts at $9.05/user/month.

6. Pipedrive – Best for Automated Emails

Image Source: Pipedrive

One of the components about which users heaped praises on Pipedrive is automated emails.

This feature enables users to set up automatic email sequences that can be triggered by specific actions or stages in the sales pipeline. This, in turn, ensures timely and relevant communication with prospects and customers.

By automating repetitive email tasks, sales representatives can focus more on personal interactions and closing deals, rather than getting bogged down by manual email management. This not only saves time but also helps in maintaining a consistent communication flow, which is crucial for nurturing leads and building strong customer relationships.

What You’ll Like:

• Email address monitoring to know when a recipient opens a message and clicks a link.
• You can build multiple sales pipelines and move deals along those pipelines with ease.
• Time-saving task automation with the next task or event popping up after marking a task complete.
• The system provides detailed reports for sales activities and analytics on teams’ performance.

What You May Not Like:

• Pipedrive doesn’t provide many options to brand the platform to an organization’s specific brand colors and logos.
• You cannot remove the default fields that have been pre-built into a profile.

Pricing:

• Starts from $9.90/user/month.

7. Bitrix24 – Best for Team Collaboration

Image Source: Bitrix24

Bitrix24 has been consistently praised across numerous third-party review platforms for its seamless integration of communication, project management, and CRM functionalities. The tool is tailored for team collaboration.

I’m impressed with how it centralizes team interactions, project tracking, and customer relationship management in a single platform.

The software enables sales, marketing, and support teams to maintain a unified view of customer interactions. This integration helps businesses improve customer relationships, streamline sales processes, and increase sales team performance by providing comprehensive insights into customer behavior and preferences.

Bitrix24 also automates lead capturing from various channels, including websites, social media, and email. The system automatically logs interactions, tracks lead status, and assigns tasks to sales team members. This ensures that leads are nurtured and progressed through the sales funnel efficiently.

What You’ll Like:

• A user-friendly and fast interface that helps you navigate every section of it without any complications.
• Generate leads via web forms, live chats, phone calls, or social media, and have them added to your CRM automatically.
• You can set tasks and track the time, from creation to daily time consumption and the final stage.
• It prioritizes the security of user data with data encryption, two-factor authentication, access controls, and regular backups.

What You May Not Like:

• The notification system can be problematic because you may constantly see the same notifications every time you log in.
• The option to modify some layouts would be beneficial to users to customize things to their liking.

Pricing:

• Starts at $49/month for up to 5 users.

8. EngageBay CRM – Best for Automated Appointment Management

Image Source: EngageBay

When I attended a demo of EngageBay, one feature that really caught my eye was the automation of task and appointment management. The platform showcased a powerful set of automation tools designed to streamline repetitive tasks, which often consume a significant amount of time in our daily operations.

This includes automatic lead capturing, email sequences, and task assignments based on specific triggers or customer interactions. Your sales agents can publish their individual calendar or a team calendar so prospects can schedule appointments automatically without any manual intervention.

The calendar stays full automatically so the team can focus exclusively on sales.

These automation features can be tailored to match a company’s unique needs and ensure that every lead or customer interaction is handled in the most effective manner possible.

What You’ll Like:

• The intuitive design ensures that you can manage your contacts, deals, and tasks effortlessly without feeling overwhelmed.
• The ability to integrate landing pages and forms into a broader marketing strategy.
• You get powerful tools like landing pages, autoresponders, lead grabbers, and email broadcasts even in the free plan.
• The page builder loads super fast and gives stable performance.

What You May Not Like:

• Some features, such as Google Meet and location in calendar events, are missing.
• When you create an email sequence, you have to re-tag all the contacts for the emails to start sending.

Pricing:

• Free plan available. Paid plans start from $12.74/user/month.

9. Close CRM – Best for Multiple Pipelines

Image Source: Close CRM

A friend who’s been using Close CRM for years enthusiastically recommended it to me when I mentioned I was struggling with managing multiple sales pipelines for my varied product lines.

They emphasized how Close’s intuitive design and flexible pipeline management tools have been a turning point for them. Unlike other CRMs that can be rigid and cumbersome, Close supports easy creation and customization of multiple pipelines. This enables a seamless adaptation to different sales processes and products.

This flexibility in the online sales tracker means you can track and manage diverse sales activities all in one place without the need to juggle between different systems or compromise on the granularity of your sales data.

Additionally, with Close, you can generate detailed reports and insights specific to each pipeline, which helps you understand the nuances of every sales process and identify areas for improvement. This level of insight is invaluable for ensuring that resources are allocated efficiently across different teams and projects.

What You’ll Like:

• Close CRM offers a built-in calling system for effective outreach.
• You can create smart contact views to prioritize leads and create workflows around them.
• The list view in opportunity simplifies deal management and makes it possible to review and track prospects efficiently.
• The ability to add contacts directly by clicking their email further enhances the convenience of the platform.

What You May Not Like:

• You might not receive notifications for incoming calls or voicemails if the dialer app is closed.
• Zapier integration for Close is fairly limited.

Pricing:

• Starts from $49/month. 5 workflows.

Evaluation Criteria

The evaluation of products or tools chosen for this article follows an unbiased, systematic approach that ensures a fair, insightful, and well-rounded review. This method employs six key factors:

1. User Reviews / Ratings: Direct experiences from users, including ratings and feedback from reputable sites, provide a ground-level perspective. This feedback is critical in understanding overall satisfaction and potential problems.
2. Essential Features & Functionality: The value of a product is ascertained by its core features and overall functionality. Through an in-depth exploration of these aspects, the practical usefulness and effectiveness of the tools are carefully evaluated.
3. Ease of Use: The user-friendliness of a product or service is assessed, focusing on the design, interface, and navigation. This ensures a positive experience for users of all levels of expertise.
4. Customer Support: The quality of customer support is examined, taking into account its efficiency and how well it supports users in different phases – setting up, addressing concerns, and resolving operational issues.
5. Value for Money: Value for money is evaluated by comparing the quality, performance, and features. The goal is to help the reader understand whether they would be getting their money’s worth.
6. Personal Experience / Experts’ Opinions: This part of the evaluation criteria draws insightful observations from the personal experience of the writer and the opinions of industry experts.

Which is the Best Sales Tracking Software for Small Businesses?

With so many solutions, you may become indecisive about which one to choose finally. So, to make it easier for you, I’ve further narrowed down the above list to just three top options:

Option A: BIGContacts

BIGContacts is a simple and powerful small business crm platform that makes it easy for users to track sales, manage contacts, and follow up with leads effectively. Its powerful features, such as automation tools and custom reports, help small businesses streamline their sales processes and improve productivity.

Option B: Salesflare

Salesflare’s automated address books convert business email inboxes and calendars into a comprehensive address book automatically, containing everyone you know. This feature, along with its sales tracking and automation capabilities, helps in efficient lead generation and follow-up by reducing manual data entry.

Option C: Freshsales

This platform can help you with sales tracking by enabling your organization to segment your customer base geographically or based on other criteria. This segmentation translates into more focused sales efforts, better resource allocation, and personalized customer engagement, leading to improved sales tracking and performance.

If given a chance, I’d go for BIGContacts. It is straightforward, efficient, and powerful at the same time. To explore it fully, I’d encourage you to go for a free trial. This will provide you with a deeper understanding of how the tool can benefit your small business.

Learn More About Sales Tracking Software for Small Business

What is sales tracking software?

Sales tracking software is a tool designed to monitor and analyze sales activities and performance within a business. It helps companies keep track of sales transactions, interactions with customers, sales progress, and team performance. By organizing sales data, such software enables businesses to make informed decisions, forecast sales, and streamline the sales processes for improved efficiency.

Watch this video to learn more about sales tracking software-

How does sales tracking software work?

Sales tracking involves monitoring and recording every stage of the sales process, from initial contact with a potential customer to the final sale. It collects data on customer interactions and enables businesses to analyze trends, measure sales team performance, and forecast future sales. The software often integrates with other business tools like email, CRM, and inventory management systems to provide a comprehensive view of sales activities.

What do sales tracking solutions include?

They typically encompass a variety of tools and features designed to monitor and analyze sales activities, performance, and trends. These often include functionalities for tracking customer interactions, sales transactions, and revenue, as well as capabilities for managing leads, sales pipelines, and quotas. They may also offer analytical tools to provide insights into sales patterns, forecasting, and team performance metrics.

What are the benefits of using a sales tracker platform?

A sales tracker platform can bring enhanced visibility into sales activities, improved forecasting accuracy, and increased efficiency in managing customer relationships. By aggregating and analyzing sales data in real time, businesses can identify trends, monitor performance against targets, and pinpoint areas for improvement. Additionally, such platforms facilitate better collaboration among sales teams by sharing key information and aligning goals.

To know all the significant benefits, watch:

How long does it take to implement a sales tracking system?

Implementation can vary widely depending on several factors, including the system’s complexity, the size of the business, the level of customization required, and the readiness of the business to adopt new technology. Typically, a basic sales tracking system can be set up within a few weeks, while more complex and customized solutions might take several months to implement and integrate with existing systems and processes fully.

How to choose the best sales tracking software for small business?

First, assess your specific business needs to ensure the software offers the required functionalities. Opt for a solution that offers good value for money without compromising essential features. The software should be user-friendly and require minimal training for your team. Integration capabilities with your existing tools (like email, calendar, and customer service software) can streamline operations. Finally, check for reliable customer support and positive reviews from similar businesses.

For more, watch: