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7 best software to track sales and improve cash flow
8 min. read
Updated onOctober 4, 2023
updated onOctober 4, 2023
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Key notes
Sales tracking software tools help with forecasting, workforce scheduling, optimization, and determining pricing and strategy plans for the company.
There’s a large percentage of companies that still rely on manual methods of tracking theirsaleslike spreadsheets or paper, or even whiteboards.
While this may work with offices that get very lowsalesvolumes, it is still not ideal. Using traditional ways of trackingsalescan lead to poor performance.
Poor customer experiences, inefficient and ineffective use ofsalesstaff and their time, fewer deals closed, and lower revenue with each deal are all the results of that.
Thankfully, technology has sorted out all these hassles by providingsoftwareto tracksales. These manage, track, and guide each aspect of thesalesprocess.
That’s possible thanks to a set of workflows that let thesalesstaff know where each prospect is at any time, and what steps they should take next.
Today, however, with better integrations and machine learning, somesoftwareto tracksalescan recommend the best follow up actions.
Even more, salesteams can get insights into the status and health of their department generally.
Some features you will find with popularsalestracking software include pipeline and cycle management, dashboards, and the next best actions.
There are also pipeline editors, web-to-lead features, social media integrations, collaboration tools, and basic content management functions.
Here are the top six software tools to tracksales.
What’s the best software to keep track of sales?
Monday.com– Best overview and detailed reports
Monday.com is an all-in-one type of software specialized in business management for every department, from IT to sales and HR.
This software helps you keep track of all expenses to the very last dime. Customizable dashboards will keep you updated with all the costs in real time.
Monday.com also provides the user with interactive Gantt charts to check budgets, track progress on projects and see how much work has already been done, everything to keep everything on track.
Easily get the full picture of sales, a specific deal or just taxes for the last trimester. By having detailed access to all types of data, you ensure that all goals and sales targets will be achieved in time.
Monday.com also provides automation for repetitive processes as well as ways to facilitate workflow. See sales retrospective for every month, check how revenue increased or decreased and set notices if something is off track.
The mainkey featuresof Monday.com are:
Save time by having detailed access to all expenses and boost efficiency when it comes to setting future targets and goals.
Monday.com
Bitrix24– Best for communication and collaboration
Even profitable companies can experience cash flow problems. Get ready to leave them all behind with the help of Bitrix24. Over 7.000.000 businesses have already done that!
Bitrix24 is actually a collaboration app with complete tools for sales management and communication.
It comes as a united platform for your tasks, contacts, and projects. What’s more interesting is that you can use the self-hosted version of Bitrix24 to run on your server.
This means that you’ll enjoy full control over data and source code access, along with countless integration and customization options.
Key featuresthat Bitrix24 brings to the table:
Bitrix24
Pipedrive– Best for business pipelines
Pipedrive is a web-based software tool to track sales and manage your business pipeline by planning your sales activities and monitoring deals.
It is built with activity-based methodology and streamlines each sales action that goes into converting a lead or prospect into asuccessful sale.
Being cloud-based, the sales team and other staff involved can access it from any location and at any time, with any browser or mobile app dedicated to the same.
It also gives full visibility of the different pipelines, through its robust interface which has details of the progress stages per deal and actionable points.
One of its strong features is the activity and goal tool that lets sales teams track pending activities in the pipelines, and gives custom sales reports to monitor single or group level targets, analyze sales data and generate reports that can be used for decision making.
Themailing systemis easily and seamlessly integrated with many email providers such as Outlook, Gmail, and Yahoo, among others.
So, your team can send and receive email messages from different accounts using their Pipedrive account.
It also integrates with other leading sales tracking and customer relationship management tools for easy transfer and sharing of contacts, as well as with MailChimp, Zapier,Trello, and Google Maps.
⇒Get Pipedrive here
Salesforce– Best at workforce management
Salesforce is an on-demand software to track sales that is available for use by small, medium, and enterprise organizations.
Its focus is on sales and support, with capabilities such as sales management,marketing automation, customer service, and relationship management amongst partners.
It helps you manage your customer accounts, track leads, conduct, and monitor campaigns, and provide after-sales service.
When used with Outlook, users can synchronize contacts, calendars, emails, and tasks in both the email app and Salesforce.
Small businesses can also manage their contacts,track sales and deals, manage events, and their own sales tasks, and get more leads while tracking performance.
The enterprise tool includes more features such as team-selling, business workflow, setup approval and automation, API integrations, and call scripts among others.
⇒Get Salesforce here
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Zoho CRM software– Great CRM features
Zoho is a well-known brand in business software and this particular software to track sales is a cloud-based CRM tailored to suit small and medium-sized businesses.
Its interfaces include tools such as customer support, sales tracking and marketing automation, product configuration, reporting, and customer analytics.
With this software, you can use the multichannel support to connect with your customers and prospects via email, live chat, phone, or even social media.
It also has a gamification feature through which you can gamify the sales process while rewarding active and achieving sales staff who meet and/or surpass their targets.
The mobile app lets you access sales activities and information on customers from any iOS or Android devices, while its Blueprint feature helps automate sales processes through workflow and macros definition for regular tasks.
It integrates with existing software such asGoogle Docs, Microsoft Office andSharepoint, with add-on apps for specialized business, collaboration, and productivity requirements.
⇒Get Zoho CRM software here
Hubspot CRM software– Great CRM tracking
Hubspot is another popular marketing and CRM software solution, but this particular one is cloud-based and helps companies track and nurture leads, and perform business metric analysis.
It is available for free and suitable for any business type in various segments such asaccounting, construction, and others, offering a real-time view of the whole sales funnel while tracking customer interactions automatically via email,social mediaor phone.
With this software to track sales, you can create and manage email templates and track their performance, plus send out real-time notifications on events like when a contact opens the email or downloads any attachments.
You can add up to a million contacts, with unlimited users and your free access has no time limit, however, the contacts added may be added to the Hubspot Marketing Hub if used together.
Once you start using it, you’ll also find some free versions available in the paid marketing and sales software so this tool goes over and above what a typical CRM does, so you can improve your sales processes.
It integrates with email providers such as Gmail, GSuite, and Outlook.
⇒Get Hubspot CRM software here
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Infusionsoft– Good for small businesses
This is another cloud-based sales and marketing solution that offers CRM, e-commerce, and marketing automation features in a single suite.
It helps small businesses in different industries deliver on their sales volumes and customer support experiences.
With this software to track sales, you can segment contacts, track customer interactions, send email messages, and run marketing campaigns based on email opens.
Even more, it lets you manage your e-commerce from inventory, payments, and purchases, plus setup online shopping carts while tracking activity from the online store.
It has reporting and analytics tools that help you analyze variables like emails and campaigns, sales, revenue projections, and others totrack the return on investmentsof your sales activities.
You can also use it remotely as it is cloud-based, with your android or iOS smartphone or tablet, and it integrates with apps such as QuickBooks, Salesforce, Outlook, and Gmail.
⇒Get InfusionSoft here
Is there a software to track sales that you find very useful and that isn’t mentioned here? Share with us in the comments section below.
No less important, you should always rely ondedicated scheduling toolsto keep your agenda organized.
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More about the topics:accounting software,Business software
Milan Stanojevic
Windows Toubleshooting Expert
Milan has been enthusiastic about technology ever since his childhood days, and this led him to take interest in all PC-related technologies. He’s a PC enthusiast and he spends most of his time learning about computers and technology.
Before joining WindowsReport, he worked as a front-end web developer. Now, he’s one of the Troubleshooting experts in our worldwide team, specializing in Windows errors & software issues.
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Milan Stanojevic
Windows Toubleshooting Expert
Before joining WindowsReport, he worked as a front-end web developer. Now, he’s specialized in Windows errors & software issues.
