Sales teams need sales management software to streamline processes, improve efficiency, and maximize revenue by managing leads and tracking performance.

We researched dozens of sales tools, reviewed customer reviews on G2, and talked to sales managers to find out the best sales management software on the market.

This article will review seven sales management platforms, their top features, pros and cons, and pricing models.

Before we begin, let’s go over a few factors to consider when evaluating sales management tools. ⤵️

How to choose a sales management system

#1: Depth of Sales Enablement Features

When evaluating sales management software, it’s crucial to assess the depth of sales enablement features offered.

You will need to look for sales platforms that provide comprehensive support for your sales team’s daily activities, such as:

  • Built-in integrations (e.g., email), which allow reps to communicate with prospects seamlessly without switching between applications.
  • A clear next step on every deal, so reps follow your playbook on each one instead of improvising.
  • A CRM at the core, offering easy access to customer data and interaction history.
  • Lead and opportunity management capabilities, which are essential for tracking deals through the pipeline.
  • Activity monitoring and engagement insights that can identify areas for improvement.

💡 As a bonus, you may look for tools that offer customizable reporting to gain actionable insights into team performance and sales metrics.

#2: Automation Capabilities

Sales teams should look for platforms that offer sophisticated automation capabilities to streamline sales processes.

Such sales automations include:

  • Email drip campaigns for lead nurturing.
  • Follow-up reminders.
  • Task assignment based on lead actions or status changes.
  • Automating the creation and sending of proposals or quotes based on pre-defined templates.

💡 Some sales management platforms also offer AI-powered lead scoring to help prioritize prospects, automated data entry and provide insights on where prospects are having issues.

Workflow automation allows you to set up triggers that initiate specific actions when certain conditions are met.

➡️ For example, your team can automatically move deals to the next stage in the pipeline or assign tasks to team members.

#3: The Pricing Structure Of The Platform

Different sales management solutions have different pricing structures, which make sense for different use cases and company sizes.

For example, some sales tools offer pricing models based on the number of seats you will need, while others are based on the number of features and level of customization you want to access.

The pricing model you choose can impact your ROI and prove to be quite expensive in the long run if you plan on onboarding a large number of sales reps.

💡 For the sales software that did not disclose their pricing, we tried to find data from third-party sources to help you make an informed decision.

What are the best sales management tools?

Here are the best sales management solutions out of all the software we reviewed that help you manage and nurture your leads:

#1: Arrows: Run your team’s playbook on every deal, with call prep, follow-ups, and CRM updates done for your reps.

#2: Salesforce - Connect your data streams across different platforms to track and engage with your leads.

#3: HubSpot - Set up an enterprise all-in-one sales CRM.

#4: Accord- Guide your sales team to close more deals by enforcing sales methodologies.

#5: Close - Set up an easy-to-use sales CRM that is ideal for smaller businesses.

#6: Dock- Set up buyer intent notifications to guide your sales reps on where to spend their efforts.

#7: Pipedrive- Automate your sales pipeline.

#1: Arrows

Best for: Sales managers who want their playbook run on every deal, and the work between calls done for their reps.

Arrows is promptless AI for account executives. It keeps a gameplan for every deal and does the work that keeps deals moving.

Full disclosure: Arrows is our product. Here’s what it does and where it fits in a sales management stack.

Arrows works alongside your CRM, on every deal your team owns. It reads your call transcripts, emails, CRM, and notes, builds a gameplan from your team’s playbook, and does the follow-through your reps would otherwise do by hand.

Feature #1: A gameplan for every deal, built from your playbook

Your best rep carries a plan in their head for their top deals. The rest get improvised.

Arrows applies your team’s playbook to every deal. Each one gets a gameplan with its next steps, and the plan stays current as the deal moves. Your process depends less on which rep owns the deal.

Feature #2: The work your reps stop doing by hand

Arrows does the work you expect reps to do, and the work you wish they did:

  • Call prep before every meeting.
  • Deep research on the account.
  • Follow-up emails drafted from what the buyer said on the call.
  • CRM updates written back to the deal.
  • Multi-threading, so a deal doesn’t hang on one contact.
  • Every date tracked from your calls, with nudges when a deal goes quiet.
  • The right case study and Loom videos sent between calls.
  • Sales room updates, so your buyer always sees the current next steps.

There’s no prompt to write. Reps approve every email, CRM update, and sales room change before it sends.

Feature #3: Works with the CRM and notetaker you already use

Arrows works with HubSpot, Salesforce, Pipedrive, Close, and Attio, and with notetakers like Gong, Fathom, Granola, Grain, and Fireflies. It also connects to Gmail, Outlook, and Google Calendar.

Four of the other tools on this list are CRMs. Arrows doesn’t replace any of them. It reads the deal context from your CRM and writes approved changes back, so the records you manage your team from stay current without reps typing updates. See the CRM integrations.

Pricing

Arrows doesn’t publish prices. It’s priced on the work, not the seats. See how pricing works.

Not sure if Arrows is a fit for your team? Book an agent kickoff to see how it works.

What stands out

✅ A gameplan that stays current as each deal moves, built from your team’s playbook.

✅ Promptless: call prep, research, follow-ups, and CRM updates arrive done, ready for a rep to approve.

✅ One shared playbook for the whole team, instead of each rep prompting AI their own way.

✅ A CRM that stays current, because reps approve updates instead of typing them.

✅ Works with the CRM and notetaker your team already has.

#2: Salesforce

Best for: Connecting your data streams across different platforms to track and engage with your leads.

Similar to: HubSpot, Pipedrive.

In an all-in-one CRM platform, Salesforce lets you connect your sales data with your team.

The platform is one of the best sales management platforms on the market as it offers a variety of features for customer success, sales, and data analytics teams.

Top Features

  • The Salesforce platform lets you set up workflow automations, has a generative AI tool called Einstein AI and helps you make better decisions with its sales analytics platform.
  • Salesforce AI, which helps you bring conversational AI to any workflow, user, department, and industry.
  • Advanced sales analytics, which helps you get an overview of sales performance, deal inspection capabilities, and rich visualizations to improve your sales forecasting.

Standout Feature: Revenue Lifecycle Management

Salesforce’s Revenue Cloud helps you deliver a seamless buying and selling experience to your leads and close deals faster with guided quoting and AI.

Your sales team can streamline the quote-to-cash process and manage the contract lifecycle, orders, and billing all from the tool’s CRM.

Pricing

Salesforce’s enterprise platform has three paid tiers:

  • Enterprise:$165/seat/month when billed annually, which gives you access to advanced pipeline management, conversation intelligence, and workflow automations.
  • Unlimited: $330/seat/month when billed annually, which gives you access to predictive AI, conversational intelligence, and sales engagement features.
  • Einstein 1 Sales:$500/seat/month when billed annually, which gives you access to Einstein AI, team collaboration with Slack, and revenue intelligence.

Note: The platform also has SMB-friendly pricing, which starts from $25/month/seat and offers lead, account, contact, and opportunity management in a simplified set-up and onboarding.

Pros and Cons

✅ All-in-one sales management platform that lets you sync all of your lead data.

✅ AI-powered features for generating text and making predictions.

✅ Scalable automations.

⚠️ The platform can get expensive if you need to onboard many sales reps.

⚠️ Limited customization when compared to other alternatives on the market.

#3: HubSpot

Best for: Setting up an enterprise all-in-one sales CRM.

Similar to: Salesforce, Pipedrive.

Similar to Salesforce, HubSpot is an all-in-one sales CRM solution that lets you connect your sales data.

The platform offers a suite of products and integrations to manage your prospective and new customers.

Top Features

  • Sales hub that offers sales engagement features, deal management, reporting & analytics, payments, quotes, and CPQs.
  • Sales automations, which enables your sales team to scale lead outreach with personalized email sequences.
  • Breeze, which is an AI-powered tool that lets you analyze the buyer intent of your prospects and act as your sales assistant.

Standout Feature: Deal Management

HubSpot’s deal management tools help your sales reps close more deals.

The tool offers guided selling features that prevent missed opportunities due to inaction by your sales team so they can work on the right deal at the right time.

Pricing: HubSpot Sales Hub

The platform has a free plan that gives you access to its free marketing, operations and sales tools.

To access HubSpot Sales Hub’s more advanced features, you will need to sign up for one of its three paid tiers:

  • Starter:$20/month per seat, which gives you access to 50 active lists, no HubSpot branding, 5,000 email templates, and email scheduling.
  • Professional: $100/month per seat, which gives you access to 1,200 active lists, up to 100 inboxes, and up to 15 deal pipelines per account.
  • Enterprise:$150/month per seat, which gives you access to 2,000 active lists, up to 200 inboxes, and recurring revenue tracking.

Pros and Cons

✅ All-in-one sales CRM that gives you access to workflow automations, and advanced analytics.

✅ AI-powered sales assistant.

⚠️ The templates are not very customizable.

⚠️ The platform may not be intuitive and easy to use for beginners.

#4: Accord

Best for: Guiding your sales team to close more deals by enforcing sales methodologies.

Similar to: Dock.

Accord is a sales management tool that helps sales teams manage the deals they are working on and share relevant resources with their prospects.

The tool is ideal for teams that want the ability to share dashboards with their prospects and build better relationships with existing clients.

Top Features

  • Deal execution platform where sales managers can see their sales team’s productivity, deal velocity, and win rates.
  • Sales cycle reports, whichprovide you with an up-to-date view of deal status and what needs to be done to move the leads forward.
  • Stakeholder mapping, which aims to de-risk deals by building out organizational charts and power mapping for your key accounts for more strategic relationship building.

Standout Feature: Methodology Enforcement

Accord’s Methodology Enforcement helps you enforce your winning formula by defining deal criteria for your sales team.

You can create the predictability and repeatability of your best sales reps, by ensuring your whole sales team is following the same procedure and structure of closing deals.

Pricing

Accord has a freemium version, which lets you access its digital sales rooms and best practice playbooks. You can also send unlimited customer invites for one user.

To access the platform’s advanced features, you can choose from the three tiers:

  • Startup plan: $99/seat/month with the platform fee, which gives you access to business cases, account planning, mutual action plans, and CRM integration.
  • Growth plan: $119/seat/month with the platform fee, which gives you access to engagement analytics, Slack connectors, and integrations with CRM and Gong.
  • Enterprise plan: Custom pricing, which gives you access to SSO, resource management, stakeholder maps, and open API.

Pros and Cons

✅ Sales methodology enforcement to make sure that your lower-performing reps can replicate the high performers.

✅ Combine your sales playbooks in one place for learning and execution.

✅ Good reporting abilities.

⚠️ Limited integration with existing GTM systems when compared to other alternatives.

⚠️ Data syncs and automation could be improved, according to some users.

#5: Close

Best for: Setting up an easy-to-use sales CRM that is ideal for smaller businesses.

Similar to: Pipedrive.

Close is an all-in-one CRM that offers access to automations, relationship-building features, and an easy-to-navigate interface.

The tool is a good sales management software for smaller brands that have a high workload.

Top Features

  • Sales email software that helps you sync Gmail and Outlook into one place to centralize your workflows and build email automations.
  • Multi-channel sales outreach that helps you combine email, call, and SMS steps on your workflows to increase your reach rate and schedule more calls.
  • Deep integrations with CloseGPT, HubSpot, Calendly, and Zapier.

Standout Feature: AI CRM

Close’s AI CRM helps your sales team work faster and smarter by incorporating AI into your CRM.

You can bring in your custom AI model from CloseGPT to generate prospecting lists, create meeting agendas, and summarize customer relationships.

Other AI integrations include the tool’s AI re-writing assistant and call assistant which helps you automatically transcribe and summarize phone calls.

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Pricing

Close offers three paid tiers:

  • Startup: $49/month/seat when billed annually, which gives you access to one unified place to manage your accounts, contacts, and opportunities with built-in calling, texting, and email solutions.
  • Professional: $99/month/seat when billed annually, which adds automations and the ability to create multiple pipeline views to stay on top of your deals.
  • Enterprise: $139/month/seat when billed annually, which provides your sales reps with personalized call coaching and the ability to call more leads faster with a predictive dialer.

Pros and Cons

✅ All-in-one sales CRM to manage leads and new customers.

✅ Good pipeline reporting.

✅ You can bring your own AI model into the platform.

⚠️ Might have a steep learning curve for new sales reps.

⚠️ Less integrations when compared to other more powerful alternatives.

#6: Dock

Best for: Setting up buyer intent notifications to guide your sales reps on where to spend their efforts.

Similar to: Accord.

Dock lets you organize everything shared with your leads and customers in one workspace.

The platform gives you access to deal rooms, onboarding hubs, and client portals to manage your prospective and new customer relationships.

Features

  • Sales deal rooms: Add sales content, action plans, price quotes, and order forms to help your sales team close more deals.
  • Onboarding portals: Share project plans, onboarding content, and forms with your new customers.
  • Client portals: Once you’ve onboarded your customers, you can organize everything for them in one place to deliver a white-glove experience.

Standout Feature: Sales Order Forms

The platform helps you create sales order forms and send them to your new clients for signing in only a few clicks.

This feature helps your prospects to see the value of your pricing model and how the pricing structure of your platform works.

Pricing

Dock offers a freemium version of its platform that lets you access five workspaces for unlimited sales reps.

To access the tool’s advanced features, you’d have to be on one of their three paid tiers:

  • Starter plan: $49/user/month, which adds access to sales deal rooms, customer onboarding, client portals, and sales content management.
  • Growth plan:$59/user/month + $250/month platform fee, which adds access to HubSpot integration, custom dashboards, and page visibility controls.
  • Enterprise plan: Custom pricing that adds access to the tool’s deep Salesforce integration, custom domain, SSO, and automations.

Note: Sales order forms are available as an add-on package that costs $10/seat/month and gives you access to e-signatures, approval rules, and the tool’s deal desk dashboard.

Pros and Cons

✅ All-in-one client portals, sales rooms, and onboarding plans.

✅ Generous freemium plan with unlimited seats.

✅ Sales order forms that include e-signatures, approval rules, and deal desk dashboard.

⚠️ Set up can be time-consuming.

⚠️ The tool is not mobile-friendly yet.

#7: Pipedrive

Best for: Automating your sales pipeline.

Similar to: HubSpot, Salesforce.

Pipedrive is an all-in-one sales management software that lets you track your sales pipeline and automate your entire sales process.

The platform lets you save hours with automated lead nurturing features and get access to forecasting insights and sales analytics.

Top Features

  • Sales automation system that helps you automate the sales process, such as sending out personalized emails, moving deals along the pipeline stage, and keeping leads warm.
  • Lead management features that use qualification and prioritization to help your sales reps improve their close rate.
  • Advanced reporting and insights, which help allow you to recognize winning patterns in lead behavior, enabling you to optimize your workflows.

Standout Feature: Pipedrive AI

You can enable your sales reps to save time, improve their performance and make better decisions with Pipedrive AI.

The platform’s AI capabilities help your sales team with:

  • Deal summarizations.
  • Integration recommendations.
  • Email summarization.
  • Email content generation.

Pricing

Pipedrive has five pricing plans that accommodate both small and large enterprises:

  • Essential: $15/month/seat, which gives you access to lead, calendar, pipeline management, and deal and contact reports.
  • Advanced: $28/month/seat, which adds full email sync with templates, open and click tracking, and access to the tool’s automation builder.
  • Professional: $50/month/seat, which adds access to the tool’s AI-powered assistant, contract and proposal management with e-signature, and revenue forecasts.
  • Power: $65/month/seat, which adds project planning, tracking and delivery, and permission control of accounts.
  • Enterprise: $99/month/seat, which adds enhanced security, complete access to all features, and unlimited reports and customizations.

Pros and Cons

✅ Advanced sales automations.

✅ Good sales analytics and AI-powered forecasting.

✅ Lower tiers have small business-friendly pricing.

⚠️ Some users find the platform hard to use due to the depth of features.

⚠️ Limited native integrations when compared to other alternatives.

Next steps: sales performance management on every deal

Sales management software shows you the pipeline. The deals still move on the work between calls: the prep, the follow-up, the CRM update, and the next stakeholder to bring in.

If you’re a sales leader who wants:

  • Your team’s playbook applied to every deal, not just the few your best rep has time for.
  • Call prep, research, follow-up emails, and CRM updates done for your reps, with a rep approving each one before it sends.
  • All of it working with the CRM and notetaker your team already uses.

Then you can book an agent kickoff to see how Arrows works today.

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