8 Best Sales Pipeline Management Tools in 2024 [Reviewed]

Sales teams need sales pipeline management software to enhance visibility into their sales pipeline and processes, streamline lead management, and improve overall sales rep productivity.

We researched dozens of sales platforms, went over verified user reviews on G2, and talked to sales leaders to find out the best sales pipeline software on the market.

This article will review eight sales pipeline 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 pipeline management software. ⤵️

Factors To Consider When Evaluating Sales Pipeline Management Tools

#1: Depth of Sales Pipeline Features

When researching for this article, we looked at which platforms have the key functionalities of a sales pipeline software, such as:

• Pipeline visualization, such as a Kanban board.
• Deal forecasting features to help your sales team focus on high-value prospects.
• Task automations to save time. Some of the platforms enable your team to use pre-built automations or build your custom automations in a no-code environment.
• Reporting and analytics so your team can build reports and get access to insights.

💡 We then evaluated if all of these features are cluttering the platforms or if they are easy to use and navigate.

#2: Integrations

An integral part of selecting software to manage your sales pipeline is its integration capabilities with your existing sales and marketing systems.

➡️ The software should seamlessly connect with your current CRM system and/or marketing automation platforms to ensure a smooth flow of lead information. 

It is crucial to maintain data consistency across your tools so your sales reps do not have to spend time manually inserting data from one tool to another.

#3: Pricing Structure

Different sales pipeline management solutions have different ways of pricing their products.

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

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

💡 Generally, smaller teams would benefit more from tools that base their pricing on seats, while larger teams would benefit more from software that bases their pricing on features.

What Are The Best Sales Pipeline Management Tools in 2024?

Here are the best sales pipeline management solutions out of all the software we reviewed to shorten your deal cycles:

#1: Arrows - Create client-facing sales rooms that sync data to your HubSpot account to close deals faster.

#2: Pipedrive - Automate your sales pipeline and get access to detailed sales funnel analytics. 

#3: Zixflow - Maintain productive relationships with your customers.

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

#5: Freshsales - Run smart sales campaigns to generate and pre-qualify leads.

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

#7: Monday CRM - Identify growth opportunities.

#8: Close - Good for smaller businesses looking for an all-in-one sales pipeline management platform.

#1: Arrows

Arrows is the best sales pipeline management software for sales teams on HubSpot looking to shorten sales cycles and move leads through the pipeline quickly.

Full disclosure: Even though Arrows is our platform, we’ll aim to provide an unbiased perspective on why Arrows is the best sales pipeline platform for sales teams in 2024.

Keeping your sales team and prospects on the same page during their buyer journey can be challenging.

Arrows lets you send customizable sales rooms and onboarding plans to your leads so your sales team can control the narrative, build momentum, and win more deals.

❗Note: Arrows was built for teams that run on HubSpot. If your sales team does not operate on HubSpot, you can scroll down to review other platforms.

Let’s go over the features that 👇make Arrows the best sales pipeline software on the market for simplifying deal management and onboarding new customers:

Feature #1: Arrows Sales Rooms

Have you been losing good deals because your sales team was underprepared or the next steps with prospects were blurry?

With dynamic pages that keep prospects engaged, equip champions to sell internally, and maintain deal momentum.

Digital sales rooms enable your sales team to make deal management easier by tracking milestones and providing real-time updates.

➡️ Arrows offers a digital sales room that lets you connect to Deals in HubSpot.

The digital sales rooms give your customers a single, organized space for every resource, update, and next step in their buying journey.

With Arrows sales rooms, it is possible to equip your sales team with everything that they need to sell, such as:

• Resource sharing: Unify all resources and data about each lead or new customer. Keep prospects engaged between calls without the need for follow-up emails.
• Next meeting sync: A component that stays up-to-date in real-time based on your next scheduled meeting in the CRM. Your team would not have to rely on link-dumping anymore.
• Milestone tracking: Set clear objectives and track progress to ensure deals stay on course and deadlines are met.
• Real-time alerts of when your prospects are completing the tasks or when your leads ask questions during onboarding or in the sales funnel.
• Engagement activity sync back into your HubSpot account in real-time, including creating and associating new contacts discovered with the deal in the CRM.
• Buyer engagement tracking to see which leads view the sales rooms in real-time.

💡Pro tip: You can replicate your sales champions by using templates to enforce a winning process.

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How Do Arrows Sales Rooms Work?

Once activated in your HubSpot account, Arrows sales rooms can be set up from any existing deal.

You can edit and publish the sales rooms directly through our app, which lets you personalize each room to your prospects.

Your sales team will then receive updates on room engagement, including views and updates, via the deal’s activity feed.

💡 You can link sales rooms in email snippets sent from your HubSpot account, keeping everything connected.

💡Our users are achieving a 44% higher win rate with our digital sales rooms compared to the average win rate for deals over the last 12 months.

Feature #2: Automate Your Onboarding Process In HubSpot

Arrows lets you create and send out onboarding plans to your new clients that attach to your HubSpot deals, tickets, and custom objects.

Our platform gives your sales team shared visibility into onboarding progress and an easy-to-follow path to success for your new customers.

💡 Arrows is rated the #1 App for Customer Success in the HubSpot Marketplace.

Our HubSpot integration makes it possible to keep all your new client onboarding out of the platform.

The platform is designed to let your customers access their onboarding plans and complete their assigned tasks.

How Do Arrows Onboarding Plans Work?

Each plan has tasks that are grouped into phases. The platform guides your new customers to the next task they need to complete.

You can take your clients to a focused view of each task, which has different task types (from inserting a Google Doc to scheduling a meeting).

Our platform then syncs 50+ data points with your HubSpot property, enabling your customer success team to run and keep track of your entire onboarding process inside HubSpot.

Each deal is connected to an Arrows plan powered by our data, which is synced in real-time to your HubSpot platform. There, you can trigger automation and get live reports.

What is different about Arrows from the other sales management tools? The platform combines workflow automation with a simple UI embedded in HubSpot. 

Our tool aims to keep prospects engaged and focused on the deal.

Case study: HumanPredictions reduced customers’ time-to-live by more than 50% since implementing Arrows onboarding plans.

The SaaS brand is now able to onboard its new customers in a few weeks, and not in a few months, increasing net retention.

Take a look at our video case study. 👇

💡 Take a look at our customer success guide that goes over how to set up your HubSpot account to run effective customer success.

Feature #3: Onboarding Plans

Keep your new customers moving through the onboarding funnel with Arrows onboarding plans.

By providing onboarding checklists for your new clients to complete, you can reduce the onboarding time and increase your customer success team’s capacity.

Here’s why teams choose Arrows onboarding plans:

• Onboard your new customers faster: Keep your new clients on task with clear, easy-to-follow plans personalized to them.
• Increase your team’s capacity: Enable your team to work out of HubSpot instead of jumping between tools.
• Track progress: Monitor every step of your customer’s onboarding journey, from adding their brand’s guidelines to scheduling the initial audit.
• Deep HubSpot integration, which helps you keep your entire sales and customer success team working in HubSpot without creating new inboxes.

Our platform makes it easy for your customers to perform tasks such as uploading files and filling out form fields. The data then syncs back to HubSpot.

You will also get access to Arrows onboarding insights, which will help your team uncover insights from your customer onboarding process.

With Arrows onboarding insights, your team will be able to uncover:

• How are the plans you are sending performing over time?
• How long does it take for your new clients to complete the first task?
• Which tasks are taking too long to complete by your new customers?
• Where are your clients getting stuck the most?

Pricing

Arrows has three pricing tiers:

• Growth plan: $500/month, which gives you access to unlimited plan participants, bi-directional data sync to HubSpot deals or tickets, and HubSpot timeline events.
• Business plan: $1,250/month, which adds access to advanced Arrows data points (50+), dynamic branching on tasks, and the ability to sync Arrows plans to custom objects in HubSpot.
• Enterprise plan: Custom pricing that adds access to SSO, Audit logs, and automated user lifecycle management.

💡 Our pricing is not based on user seats.

You can try Arrows for free! Start your free trial with Arrows by connecting customer-facing onboarding plans to HubSpot deals, tickets, or custom objects with just a few clicks.

Not sure if Arrows can be a good sales pipeline management software for your brand? Schedule a demo to learn more about the tool.

Pros & Cons of Arrows

✅ Sales rooms that increase your sales team’s close rates.

✅ Seamless data sync with HubSpot records.

✅ Easy-to-use platform with a clean interactive interface.

✅ Track buyer engagement across the personalized sales rooms.

✅ Onboarding insights to help you reduce onboarding time.

⚠️ Built for sales teams that run on HubSpot.

⚠️ Simple dashboard with less data compared to other tools because all of the power is synced into HubSpot.

#2: Pipedrive

Best for: Automating your sales pipeline and getting access to detailed sales funnel analytics. 

Similar to: HubSpot, Salesforce.

Pipedrive is a sales pipeline management platform that helps your sales team track the sales pipeline and automate the entire sales process.

The software is good for managing your sales pipeline as it saves your team hours with automated lead nurturing features.

Top Features

• Sales automation system: Automate the sales process, such as sending out personalized emails, moving deals along the pipeline stage, and keeping prospects engaged.
• Lead management: Pre-qualify and prioritize leads to help your sales reps improve their close rate.
• Advanced reporting and insights: Recognize winning patterns in consumer behavior to optimize your workflows.

Standout Feature: Pipedrive AI

Pipedrive lets you enable your sales reps to save time, improve performance and make better decisions with the tool’s AI-powered sales assistant.

The platform’s AI capabilities can help your sales team with summarizing deals and emails, recommending integrations and generating email content.

Pricing

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

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

✅ AI sales assistant to help you with smaller tasks.

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

⚠️ Limited native integrations when compared to other alternatives.

#3: Zixflow

Best for: Maintaining productive relationships with your customers.

Similar to: Pipedrive, Salesforce.

Zixflow is a sales pipeline management tool that lets you generate more revenue by helping you maintain healthy and productive relations with your leads.

The platform offers an easy-to-use interface and helps your sales team get access to a 360-degree view of all the activities.

Features

• Ready-to-use customizable templates for specific use cases (e.g., freelancers or real estate agents).
• Kanban view of tasks that lets you easily manage your deals as per the stages of their sales pipeline.
• Segment and tag your audience into different lists as per the specific use case. For example, you can message all leads at the same time, or set up automations.

Standout Feature: Omnichannel Automation

Zixflow lets you automate mundane tasks so your sales team can spend more time building relationships with your prospects.

The platform helps you build automations by leveraging templates that you can customize or start from scratch with its no-code automation builder.

Pricing

Zixflow’s comprehensive product suite offers three paid tiers:

• Starter: $79/month for three users, which gives you access to automation flows, unlimited contacts, private lists, a business email account, and an inbox.
• Growth: $139/month for three users, which adds advanced sequences, shareable lists, two business email accounts, white-labelled forms, and priority support.
• Enterprise: $299/month for three users, which adds 8 custom collections, unlimited reporting, volume discounts, and a dedicated database.

Pros and Cons

✅ Kanban view of tasks.

✅ Automation workflow builder and ready-to-use templates.

✅ Cleaner and easier-to-use interface than alternatives.

⚠️ Simplicity comes with a lack of some use case-specific features.

⚠️ Less integrations than other alternatives.

#4: HubSpot

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

Similar to: Salesforce, Pipedrive.

HubSpot is an all-in-one sales CRM platform that lets you sync your sales data into one unified place and get access to detailed analytics and automations.

The software offers a comprehensive range of products and integrations to manage your prospective and new customers.

Top Features

• Sales hub: Get access to sales engagement features, deal management, reporting & analytics, payments, quotes, and CPQs.
• Sales automations: Enable your sales team to scale cold outreach with personalized email sequences.
• Breeze: An AI-powered tool that helps you analyze the buyer intent of your prospects and act as your sales assistant.

💡 Sales and customer success teams on HubSpot can access Arrows onboarding plans, client portals, and sales rooms with data sync back to the CRM.

Standout Feature: Deal Management

HubSpot’s deal management tools help your sales reps secure more deals with guided selling features that prevent missed opportunities due to inaction by your sales team.

This feature helps sales teams work on the right deal at the right time and ensure that no deal is lost.

Pricing

HubSpot offers a free plan that gives you access to its free marketing, operations and sales tools.

To access the platform’s advanced features, your team will need to sign up for one of its three paid plans:

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

Pros and Cons

✅ Get access to workflow automations and advanced analytics.

✅ AI-powered sales assistant, similar to Pipedrive AI.

✅ Deep integration with Arrows for sales pipeline management.

⚠️ The templates are not very customizable compared to other alternatives.

⚠️ The platform may not be easy to navigate for sales reps who are new to the industry.

#5: Freshsales

Best for: Running smart sales campaigns to generate and pre-qualify leads.

Similar to: HubSpot, Close.

Freshsales is an AI-powered sales CRM, a product of Freshworks, that helps you grow your pipeline and boost conversions.

Features

• Build and run smart sales campaigns to generate, capture, qualify, and route more leads and then track their pipeline.
• Kanban view of leads helps you declutter your sales view and pipeline data and have all the key details on each deal in one place.
• 360-degree view of prospects that lets you meet them on their preferred channel, engage them with context and see their journey up to date.

Standout Feature: Freddy AI

Freddy AI is an AI-powered sales assistant that helps you highlight the best leads and deals in your current pipeline.

The AI tool offers not only insights but also generative AI capabilities, as it can write emails and offer follow-up suggestions.

Pricing

Freshsales has three paid tiers:

• Growth: $9/user/month when billed annually, which gives you access to a Kanban view for contacts, accounts, and deals, contact lifecycle stages, and email templates.
• Pro: $39/user/month, which adds custom sales activities, contact scoring by Freddy AI, auto-assigning rules, and advanced custom fields.
• Enterprise: $59/user/month, which adds field-level permissions, custom modules, forecasting insights by Freddy AI and advanced custom workflows.

Pros and Cons

✅ AI-powered forecasting and email generation.

✅ Advanced sales workflows that can be customized or out-of-the-box.

✅ Easy-to-use with small-business-friendly pricing.

⚠️ New sales reps might experience a learning curve.

⚠️ Sales forecasting is only available on the enterprise plan.

#6: Salesforce

Best for: Connecting your lead data across different platforms to track and engage with your prospects.

Similar to: HubSpot, Pipedrive.

Salesforce is an all-in-one sales pipeline management platform that lets you sync your sales data back into the CRM.

The software is a viable sales platform as it offers a variety of features for customer success, sales, and data analytics teams.

Top Features

• The Salesforce platform: Set up workflow automations, has a generative AI tool called Einstein AI and helps you make better decisions with its sales analytics platform.
• Data-driven sales automations: You can use AI to build scalable sales processes that help you save time and money, such as setting up Slack notifications.
• Advanced sales analytics: Get an overview of your sales team’s performance, deal inspection capabilities, and rich visualizations to improve your sales forecasting.

Standout Feature: Revenue Lifecycle Management

Deliver a seamless buying and selling experience to your customers to close deals faster with AI-powered guided quoting and generative AI.

Your team can manage the quote-to-cash process and manage the contract lifecycle, orders, and billing all from Salesforce.

Pricing

Salesforce’s enterprise platform has three paid tiers:

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

Pros and Cons

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

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

✅ Scalable sales automations.

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

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

#7: Monday CRM

Best for: Identifying growth opportunities.

Similar to: Freshsales.

Monday CRM, a product of Monday.com, is a sales management tool that lets your sales team get an overview of their sales pipeline.

The tool helps you hit your sales goals quicker with workflow automations and deal management features.

Features

• Identify growth opportunities based on potential deal value.
• Build customized sales dashboards that only show the information that is important to your brand.
• Set up advanced workflow automations that automate and optimize your work, so you won’t have to spend much time on admin work.

Standout Feature: Monday AI

Monday AI is a generative AI tool that helps you automate your pipeline and improve your email outreach.

The tool can automate task generation and write emails on your behalf, as well as build automation formulas from scratch.

Pricing

Monday CRM has four pricing tiers:

• Basic CRM: $13/seat/month which gives you access to unlimited customizable pipelines, unlimited contacts, and unlimited boards.
• Standard CRM: $19/seat/month, which adds Gmail and Outlook integrations, AI email generator, and activity management.
• Pro CRM: $30/seat/month, which adds sales forecasting, email templates with custom parameters, mass emails, and mass email tracking.
• Enterprise CRM: Custom pricing, which adds lead scoring, mandatory fields, team goals, and advanced analytics.
  
  

Pros and Cons

✅ AI email generator.

✅ Good lead scoring and sales forecasting.

✅ Custom CRM integrations.

⚠️ According to some users, the task filtering tools can be restrictive.

⚠️ Minimum team size of three.

#8: Close

Best for: Smaller businesses looking for an all-in-one sales pipeline management platform.

Similar to: Pipedrive.

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

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

Top Features

• Sync Gmail and Outlook into one place to centralize your workflows and build email automations.
• Multi-channel sales outreach: Combine email, call, and SMS steps on your workflows to increase your reach rate and schedule more calls.
• Deep integrations with AI tools like CloseGPT, HubSpot, Calendly, and Zapier.

Standout Feature: AI CRM

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

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

The tool also offers an AI re-writing assistant and call assistant which helps automatically transcribe and summarize phone calls.

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Pricing

Close offers three paid plans:

• Startup: $49/month/user 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/user when billed annually, which adds automations and the ability to create multiple pipeline views to stay on top of your deals.
• Enterprise: $139/month/user 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 at an affordable price.

✅ Good pipeline reporting.

✅ Bring your own AI model into the platform.

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

⚠️ Less integrations when compared to other alternatives.

Next Steps For Sales Teams on HubSpot: Win More Deals & Onboard New Customers Faster

Our sales pipeline management platform has purpose-built tools for sales rooms, onboarding plans, and client portals, which means your sales team can manage the entire customer lifecycle from one platform.

If you’re a sales leader looking for a sales platform that offers:

• Tools and capabilities to ensure a smooth handoff from sales to customer success or activation teams, driving client success and revenue—all seamlessly within HubSpot.
• Best-in-class HubSpot integration, which is available for all pricing tiers and lets you sync 50+ real-time data points.
• Customizable sales rooms that help your sales team close more deals and keep prospects engaged.
• Client portals that let you give your customers a clear path forward with a single portal for communication, resources, and updates.

Then you can start with Arrows for free.

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