{"id":111931,"date":"2025-01-28T12:34:45","date_gmt":"2025-01-28T11:34:45","guid":{"rendered":"https:\/\/www.livespace.io\/?p=111931"},"modified":"2025-04-14T14:44:44","modified_gmt":"2025-04-14T12:44:44","slug":"best-sales-management-software","status":"publish","type":"post","link":"https:\/\/www.livespace.io\/en\/blog\/best-sales-management-software\/","title":{"rendered":"8 best sales management software (with user opinions)"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_2 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents:<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.livespace.io\/en\/blog\/best-sales-management-software\/#Table_of_Contents\" >Table of Contents<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.livespace.io\/en\/blog\/best-sales-management-software\/#What_to_pay_attention_to_while_shortlisting_sales_management_tools\" >What to pay attention to while shortlisting sales management tools<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.livespace.io\/en\/blog\/best-sales-management-software\/#1_Livespace\" >1. Livespace<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.livespace.io\/en\/blog\/best-sales-management-software\/#2_Pipedrive\" >2. Pipedrive<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.livespace.io\/en\/blog\/best-sales-management-software\/#3_Zendesk_Sell\" >3. Zendesk Sell<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.livespace.io\/en\/blog\/best-sales-management-software\/#4_ActiveCampaign\" >4. ActiveCampaign<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.livespace.io\/en\/blog\/best-sales-management-software\/#5_HubSpot\" >5. HubSpot<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.livespace.io\/en\/blog\/best-sales-management-software\/#6_Salesforce_Cloud\" >6. Salesforce Cloud<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.livespace.io\/en\/blog\/best-sales-management-software\/#7_Monday\" >7. Monday<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/www.livespace.io\/en\/blog\/best-sales-management-software\/#8_Instantly_CRM\" >8. Instantly CRM<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/www.livespace.io\/en\/blog\/best-sales-management-software\/#There_are_plenty_of_tools_for_sales_managers_so_choose_wisely\" >There are plenty of tools for sales managers, so choose wisely<\/a><\/li><\/ul><\/nav><\/div>\n<p>When you type \u201csales management software\u201d into G2, you get a list of 802 tools. Calling the choice wide would be a slight understatement. Choosing the wrong tool can be costly\u2014not just financially, but also in terms of time. Especially, if you end up switching to a better-suited system after already investing in the first one.<\/p>\n<p><span style=\"font-weight: 400;\">With so many options, how do you pick the right platform, i.e., one that fits your needs and budget?\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In this article, we list 8 <\/span><span style=\"font-weight: 400;\">sales management tools<\/span><span style=\"font-weight: 400;\"> worth exploring. Each features opinions from real-life users on what they like and dislike about the specific tool.\u00a0<\/span><\/p>\n<nav>\n<h2><span class=\"ez-toc-section\" id=\"Table_of_Contents\"><\/span>Table of Contents<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ul>\n<li><a href=\"#id1\">What to pay attention to while shortlisting sales management tools<\/a><\/li>\n<li><a href=\"#id2\">Livespace<\/a><\/li>\n<li><a href=\"#id3\">Pipedrive<\/a><\/li>\n<li><a href=\"#id4\">Zendesk<\/a><\/li>\n<li><a href=\"#id5\">ActiveCampaign<\/a><\/li>\n<li><a href=\"#id6\">HubSpot<\/a><\/li>\n<li><a href=\"#id7\">Salesforce Cloud<\/a><\/li>\n<li><a href=\"#id8\">Monday CRM<\/a><\/li>\n<li><a href=\"#id9\">Instantly CRM<\/a><\/li>\n<li><a href=\"#id10\">There are plenty of tools for sales managers, so choose wisely<\/a><\/li>\n<\/ul>\n<\/nav>\n<ul>\n<li style=\"list-style-type: none;\"><\/li>\n<\/ul>\n<h2 id=\"id1\"><span class=\"ez-toc-section\" id=\"What_to_pay_attention_to_while_shortlisting_sales_management_tools\"><\/span><span style=\"font-weight: 400;\">What to pay attention to while shortlisting sales management tools<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><b>Usability.<\/b><\/p>\n<p><span style=\"font-weight: 400;\">It can be tempting to choose a tool that offers dozens of features, hoping you might need them at some point in the future. However, many feature-rich platforms are often complex and have a steep learning curve, which can negatively impact adoption rates. I recommend selecting a tool that\u2019s easy to learn without lengthy training\u2013like Livespace.\u00a0<\/span><\/p>\n<p><b>Long-term cost.\u00a0<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Focusing on entry-level price only is one of the <\/span><a href=\"https:\/\/www.livespace.io\/en\/blog\/choosing-a-crm\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">most common mistakes<\/span><\/a><span style=\"font-weight: 400;\"> we\u2019ve heard about from <\/span><span style=\"font-weight: 400;\">sales management software<\/span><span style=\"font-weight: 400;\"> users. If the <\/span><span style=\"font-weight: 400;\">tool<\/span><span style=\"font-weight: 400;\"> you\u2019re considering charges per seat, how many employees will use it? Also, always try to forecast future costs, like having to build custom integrations or upgrading to a higher plan to get access to more functionalities.\u00a0<\/span><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<h2 id=\"id2\"><span class=\"ez-toc-section\" id=\"1_Livespace\"><\/span><span style=\"font-weight: 400;\">1. Livespace<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Livespace is a CRM for small and medium businesses operating in a B2B model or B2C with a consultative sales approach. It works especially well for companies with complex sales processes, which include many steps. There are two reasons for this. Firstly, regardless of how unique your customer acquisition process is, our tool can fully reflect it. Secondly, it tells you <\/span><b>exactly<\/b><span style=\"font-weight: 400;\"> what you should do to win the deal for each opportunity you\u2019re working on.<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-111950\" src=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/livespace.jpg\" alt=\"best sales management software; Livespace helps you spot sales opportunities and predict your future income\" width=\"1132\" height=\"1040\" srcset=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/livespace.jpg 1132w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/livespace-300x276.jpg 300w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/livespace-1030x946.jpg 1030w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/livespace-768x706.jpg 768w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/livespace-705x648.jpg 705w\" sizes=\"(max-width: 1132px) 100vw, 1132px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Thanks to this, Livespace is one of the top <\/span><span style=\"font-weight: 400;\">tools for sales managers<\/span><span style=\"font-weight: 400;\">, giving them more control over their team actions and results.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Best features<\/span><\/h3>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/livespace.io\/en\/livespace-crm-features\/sales-forecasting-in-livespace-crm\/\" target=\"_blank\" rel=\"noopener\"><b>Profit forecasting<\/b><\/a><b> \u2013 <\/b><span style=\"font-weight: 400;\">get a clear view of your future income with Livespace\u2019s forecasting tools. You can even set values for each sales stage to make your predictions more accurate.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/www.livespace.io\/en\/salesbot\/\" target=\"_blank\" rel=\"noopener\"><b>Sales bot<\/b><\/a><b> \u2013 <\/b><span style=\"font-weight: 400;\">on top of assigning leads to sales team members, it also handles repetitive tasks, freeing up your time to focus on what matters most.\u00a0\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/livespace.io\/en\/livespace-crm-features\/sales-process\/\" target=\"_blank\" rel=\"noopener\"><b>Sales process automation<\/b><\/a><b> \u2013 <\/b><span style=\"font-weight: 400;\">create after-sales tasks or update deal statuses automatically based on specific triggers without any manual work.\u00a0<\/span><\/li>\n<\/ul>\n<h3><span style=\"font-weight: 400;\">What people like about Livespace\u2019s <\/span><span style=\"font-weight: 400;\">sales management software<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">In online reviews, Livespace users repetitively mention that their teams were able to quickly pick up work, without engaging in lengthy onboarding or special training methods.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In his Capterra review, one <\/span><a href=\"https:\/\/www.capterra.com\/p\/161351\/Livespace\/reviews\/Capterra___6507550\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">sales support specialist<\/span><\/a><span style=\"font-weight: 400;\"> called Livespace <\/span><span style=\"font-weight: 400;\">\u201cthe simplest system I have worked on in my 11 years of work in the factoring industry.\u201d<\/span><\/p>\n<p><a href=\"https:\/\/www.capterra.com\/p\/161351\/Livespace\/reviews\/Capterra___6537308\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Another user<\/span><\/a><span style=\"font-weight: 400;\">, who switched to it from inFlow Inventory and HubSpot, said that the platform strikes the balance between simplicity and versatility:<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\u201cLivespace has the exact right amount of features to make it work without being overwhelming and not being overly simplified at the same time.\u201d\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">The downside\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Some users mention they\u2019d like to see more sophisticated reporting and automation options.<\/span><\/p>\n<h2 id=\"id3\"><span class=\"ez-toc-section\" id=\"2_Pipedrive\"><\/span><span style=\"font-weight: 400;\">2. Pipedrive<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Pipedrive uses AI to automate entire sales processes, including pipeline tracking, lead optimization, and deal management \u2013 all so you can focus on selling. It offers plenty of integration options (over 500 to be more specific) so you can rest assured that whichever tool you use, you\u2019ll be able to connect it with Pipedrive.<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-111936 size-full\" src=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Pipedrive.png\" alt=\"tools for sales managers; an example from Pipedrive\u00a0\" width=\"1999\" height=\"739\" srcset=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Pipedrive.png 1999w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Pipedrive-300x111.png 300w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Pipedrive-1030x381.png 1030w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Pipedrive-768x284.png 768w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Pipedrive-1536x568.png 1536w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Pipedrive-1500x555.png 1500w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Pipedrive-705x261.png 705w\" sizes=\"(max-width: 1999px) 100vw, 1999px\" \/><\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/www.pipedrive.com\/\"><span style=\"font-weight: 400;\">Image source\u00a0<\/span><\/a><\/p>\n<h4><span style=\"font-weight: 400;\">Best features<\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Pipeline management <\/b><span style=\"font-weight: 400;\">\u2013 the visual pipeline gives sales teams a clear overview of the entire sales process, letting them track deals across various stages and effectively manage deals.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Email integration and tracking <\/b><span style=\"font-weight: 400;\">\u2013 you can manage all your communication within Pipedrive as it integrates with email services like Outlook and Gmail. It offers customizable email templates to boost your outreach efforts.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Activity tracking and automation<\/b><span style=\"font-weight: 400;\"> \u2013 Pipedrive users can schedule, track, and manage sales activities to ensure timely follow-ups and task completion. The automation features free salespeople from repetitive tasks and give them more time to focus on closing deals.<\/span><\/li>\n<\/ul>\n<h4><span style=\"font-weight: 400;\">What people like about Pipedrive\u2019s <\/span><span style=\"font-weight: 400;\">sales management software<\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Teresha Aird, Co-Founder &amp; CMO at <\/span><a href=\"http:\/\/offices.net\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Offices.net<\/span><\/a><span style=\"font-weight: 400;\">, said, \u201cwe chose Pipedrive for our sales team after trialing several different options. Its visual pipeline stood out\u2014it is simple to customize and makes tracking deals intuitive. We were drawn to its focus on sales processes without being overloaded with marketing features that we didn\u2019t need at the time of implementation. The standout feature is its ease of use. The drag-and-drop functionality for managing deals keeps the process simple and saves time.\u201d<\/span><\/p>\n<h4><span style=\"font-weight: 400;\">The downside\u00a0<\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Pipedrive has limited customization options, which might be challenging especially if your business needs extensive tailoring to align with unique processes. This downside hasn\u2019t gone unnoticed by Aird, she said \u201cI\u2019d like to see more integration options with tools outside its core ecosystem. For instance, connecting it directly to some email marketing platforms feels clunky and requires third-party apps to pull off.\u201d<\/span><\/p>\n<h2 id=\"id4\"><span class=\"ez-toc-section\" id=\"3_Zendesk_Sell\"><\/span><span style=\"font-weight: 400;\">3. Zendesk Sell<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Zendesk Sell is another <\/span><span style=\"font-weight: 400;\">sales management tool <\/span><span style=\"font-weight: 400;\">worth looking into. It isn\u2019t just a CRM, it\u2019s a sales acceleration platform that\u2019s designed to streamline sales processes. It allows sales teams to work smarter, close deals faster, and achieve better results with less effort. With Zendesk Sell, teams can benefit from a clearer understanding of their sales pipeline, letting them prioritize high-value opportunities and stay on top of every deal.<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-111938\" src=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zendesk.png\" alt=\"sales management software; a dashboard from Zendesk \" width=\"1390\" height=\"826\" srcset=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zendesk.png 1390w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zendesk-300x178.png 300w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zendesk-1030x612.png 1030w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zendesk-768x456.png 768w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Zendesk-705x419.png 705w\" sizes=\"(max-width: 1390px) 100vw, 1390px\" \/><\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/www.zendesk.com\/lp\/sales-crm\/\"><span style=\"font-weight: 400;\">Image source\u00a0<\/span><\/a><\/p>\n<h4><span style=\"font-weight: 400;\">Best features<\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Email integration <\/b><span style=\"font-weight: 400;\">\u2013 users appreciate the seamless email integration, which allows them to sync existing email accounts, use templates, and automatically track communications.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Powerful analytics<\/b><span style=\"font-weight: 400;\"> \u2013 Zendesk offers detailed reports and insights, which help spot bottlenecks faster, forecast revenue, and optimize sales processes for better results.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Mobile-friendly<\/b><span style=\"font-weight: 400;\"> \u2013 no matter if you\u2019re in the office or on the go, you can access all your information thanks to the fully functional mobile app.\u00a0<\/span><\/li>\n<\/ul>\n<h4><span style=\"font-weight: 400;\">What people like about Zendesk\u2019s <\/span><span style=\"font-weight: 400;\">sales team management software<\/span><\/h4>\n<p><span style=\"font-weight: 400;\">\u201cI really like to have everything in one place. All of my files, emails, tasks, contacts, notes, everything is all connected. Having it all in one place simplifies my life a lot. I also like that you can assign things to other people,\u201d said <\/span><a href=\"https:\/\/www.capterra.com\/p\/199865\/Zendesk-Sell\/reviews\/Capterra___170443\/\"><span style=\"font-weight: 400;\">one of the users<\/span><\/a><span style=\"font-weight: 400;\"> in their Capterra review.\u00a0\u00a0<\/span><\/p>\n<h4><span style=\"font-weight: 400;\">The downside\u00a0<\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Naturally, Zendesk Sell isn\u2019t free from flaws. Users have mixed opinions about its integration features. They\u2019re disappointed by the lack of third-party and social media integrations, which they believe reduces the software&#8217;s overall usefulness and adaptability for their business requirements. Some users also complain about it not being intuitive enough and being a bit too expensive, especially for smaller businesses.\u00a0<\/span><\/p>\n<h2 id=\"id5\"><span class=\"ez-toc-section\" id=\"4_ActiveCampaign\"><\/span><span style=\"font-weight: 400;\">4. ActiveCampaign<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">ActiveCampaign helps sales teams close deals faster by combining automation and personalization. Its automation capabilities take repetitive tasks off your plate, letting you focus on building meaningful relationships. While its personalization features give you the chance to engage with leads at the<\/span><i><span style=\"font-weight: 400;\"> right <\/span><\/i><span style=\"font-weight: 400;\">time and with the <\/span><i><span style=\"font-weight: 400;\">right<\/span><\/i><span style=\"font-weight: 400;\"> message making every interaction count.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Clear pipelines and insightful reporting keep sales teams informed about where to invest their efforts, which reduces time wasted and help them hit their sales goals.\u00a0<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-111940\" src=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/ActiveCampaign.png\" alt=\"sales management software; a dashboard from ActiveCampaign\" width=\"1352\" height=\"912\" srcset=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/ActiveCampaign.png 1352w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/ActiveCampaign-300x202.png 300w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/ActiveCampaign-1030x695.png 1030w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/ActiveCampaign-768x518.png 768w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/ActiveCampaign-705x476.png 705w\" sizes=\"(max-width: 1352px) 100vw, 1352px\" \/><\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/www.activecampaign.com\/platform\/sales-crm\"><span style=\"font-weight: 400;\">Image source\u00a0<\/span><\/a><\/p>\n<h3><span style=\"font-weight: 400;\">Best features<\/span><\/h3>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Lead nurturing<\/b><span style=\"font-weight: 400;\"> \u2013 ActiveCampaign allows you to automate relevant content based on order sizes, response times, and other factors, making sure that every contact gets a flow that\u2019s right for them.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Customer journey mapping<\/b><span style=\"font-weight: 400;\"> \u2013 you can track leads from the awareness stage all the way through to conversion.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Customizable pipelines<\/b><span style=\"font-weight: 400;\"> \u2013 it lets users adapt pipelines to match their sales process, making it easier to track and manage deals.\u00a0<\/span><\/li>\n<\/ul>\n<h3><span style=\"font-weight: 400;\">What people like about ActiveCampaign\u2019s <\/span><span style=\"font-weight: 400;\">sales management software<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Here is what one user mentioned in <\/span><a href=\"https:\/\/www.g2.com\/products\/activecampaign\/reviews\/activecampaign-review-9696698\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">their G2 review<\/span><\/a><span style=\"font-weight: 400;\">: \u201cI love ActiveCampaign. We switched from a much more difficult and confusing software a couple months ago. It was not an easy migration because we had so many automations to move, but ActiveCampaign&#8217;s customer support is top-notch. Almost every time I&#8217;ve needed them, they have blown me away with their responsiveness and willingness to get to the bottom of the problem. That, combined with the workshop, made our migration as smooth as it possibly could be\u201d.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\u201cI am very impressed with the capabilities of the software, too. It is SOOOOO much easier to use than our previous one, and I find myself looking forward to getting in there and seeing what&#8217;s going on, instead of dreading it. Our sales team uses the CRM everyday, and is very happy with it, as well,\u201d she added.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">The downside\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Although it integrates sales CRM features, these can feel less robust compared to dedicated CRM platforms like Salesforce or HubSpot. ActiveCampaign\u2019s wide range of features and complex automation workflows can overwhelm new users, increasing the learning curve. In fact, ActiveCampaign is more of a marketing automation tool than a 360 CRM.<\/span><\/p>\n<h2 id=\"id6\"><span class=\"ez-toc-section\" id=\"5_HubSpot\"><\/span><span style=\"font-weight: 400;\">5. HubSpot<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">HubSpot<\/span><span style=\"font-weight: 400;\"> is a massive engine, which provides a 360-degree view of customer, marketing, and sales data. Describing its full capabilities is well beyond the scope of this piece, so let\u2019s zero-in on what it can do for sales management.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">We can roughly categorize its <\/span><span style=\"font-weight: 400;\">tools for sales managers<\/span><span style=\"font-weight: 400;\"> into two \u2013\u00a0a free, basic CRM, and a more advanced platform called Sales Hub.<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-111942 size-full\" src=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/HubSpot.png\" alt=\"sales management software; example from HubSpot\u2019s free CRM tool\u00a0\" width=\"955\" height=\"609\" srcset=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/HubSpot.png 955w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/HubSpot-300x191.png 300w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/HubSpot-768x490.png 768w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/HubSpot-705x450.png 705w\" sizes=\"(max-width: 955px) 100vw, 955px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/www.hubspot.com\/products\/sales\/deal-pipeline\"><span style=\"font-weight: 400;\">Image source<\/span><\/a><\/p>\n<p><span style=\"font-weight: 400;\">The free tool lets you save data for up to 1,000 contacts. It offers several functionalities, like creating sales email templates (up to three), a shared inbox for lead and client communication, and deal pipeline (one per account). Once you\u2019ve hit these limits, you can subscribe to a paid Sales Hub plan, which starts at $20\/seat\/month.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Best features\u00a0<\/span><\/h3>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Deal pipeline management<\/b><span style=\"font-weight: 400;\"> \u2013 for tracking both team- and individual-level sales performance.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Sales automation<\/b><span style=\"font-weight: 400;\"> \u2013 for setting automated, personalized follow-ups across different channels.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Email tracking<\/b><span style=\"font-weight: 400;\"> \u2013 for checking email open rates, clicks, and scoring deals.<\/span><\/li>\n<\/ul>\n<h3><span style=\"font-weight: 400;\">What people like about HubSpot\u2019s <\/span><span style=\"font-weight: 400;\">sales management tools<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Users value different aspects of HubSpot based on their plan \u2013 free or paid.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here\u2019s what <\/span><a href=\"https:\/\/www.linkedin.com\/company\/caffeine-brothers\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Robin Salvador<\/span><\/a><span style=\"font-weight: 400;\">, CEO &amp; Co-Founder at <\/span><a href=\"https:\/\/caffeinebrothers.co\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Caffeine Brothers<\/span><\/a><span style=\"font-weight: 400;\">, told us about the free CRM:<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\u201cThe thing we value most is its lead tracking\u2014every interaction is captured in one place. This has been very helpful for understanding where prospects are in the pipeline\u201d.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Meanwhile, Sales Hub user <\/span><a href=\"https:\/\/linkedin.com\/in\/alexu333\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Alex Ugarte<\/span><\/a><span style=\"font-weight: 400;\">, Operations Manager at <\/span><a href=\"https:\/\/londonofficespace.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">London Office Space<\/span><\/a><span style=\"font-weight: 400;\">, said:<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\u201cWe use Sales Hub for its user-friendly interface and seamless integration with our marketing tools. It excels in tracking sales activities, managing pipelines, and providing detailed analytics. We chose it due to its ability to scale with our growing team and its robust automation features, which streamline follow-ups and reduce manual tasks.\u201d\u00a0\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">The downside\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">While not a downside, per se, many users point out that HubSpot\u2019s free functionalities quickly become insufficient. The CRM gives a good feel of what HubSpot\u2019s <\/span><span style=\"font-weight: 400;\">sales team management software<\/span><span style=\"font-weight: 400;\"> is capable of, but using it for larger-scale sales operations requires upgrading to a paid plan. Ugarte also mentioned reporting: \u201cThe reporting features on the free tier can feel limiting; advanced analytics require upgrading, which can be a significant cost for smaller businesses with limited budgets.\u201d<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\">Also, HubSpot has a steeper learning curve than tools like Livespace and Pipedrive.<\/span><\/p>\n<h2 id=\"id7\"><span class=\"ez-toc-section\" id=\"6_Salesforce_Cloud\"><\/span><span style=\"font-weight: 400;\">6. Salesforce Cloud<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Salesforce is another <\/span><span style=\"font-weight: 400;\">sales management software<\/span><span style=\"font-weight: 400;\"> powerhouse. Here, we focus on its Sales Cloud platform. It pulls in data from different departments in the company and offers advanced analytics and AI-powered sales tools to make employees\u2019 work more efficient.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">As the name gives away, the solution is cloud-based, letting teams work together remotely and access data safely anywhere. It\u2019s also divided into a few modules, including those focused on growing sales engagement and developing sales programs.<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-111944\" src=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Salesforce.-png.png\" alt=\"sales team management software; screen from Sales Cloud, one of Salesforce\u2019s tools for sales managers\" width=\"1536\" height=\"1024\" srcset=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Salesforce.-png.png 1536w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Salesforce.-png-300x200.png 300w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Salesforce.-png-1030x687.png 1030w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Salesforce.-png-768x512.png 768w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Salesforce.-png-1500x1000.png 1500w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Salesforce.-png-705x470.png 705w\" sizes=\"(max-width: 1536px) 100vw, 1536px\" \/><\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/www.salesforce.com\/sales\/cloud\/\"><span style=\"font-weight: 400;\">Image source<\/span><\/a><\/p>\n<h3><span style=\"font-weight: 400;\">Best features<\/span><\/h3>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>AppExchange Marketplace<\/b><span style=\"font-weight: 400;\"> \u2013 the marketplace gives access to thousands of 3rd party apps and integrations. Salesforce says it lets you \u201cbuild custom apps in just a few clicks\u201d.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Customization options<\/b><span style=\"font-weight: 400;\"> \u2013 users appreciate that they can tailor their workflows and customize user interfaces and data structures, depending on ongoing needs.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Task automation<\/b><span style=\"font-weight: 400;\"> \u2013 users can lean on the platform&#8217;s automation and AI capabilities to spend less time on routine tasks like follow-up emails and more on human-human interactions.<\/span><\/li>\n<\/ul>\n<h3><span style=\"font-weight: 400;\">What people like about Salesforce Cloud sales team management software<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">\u201cIt helps your data stick to one place and has great compatibility to be used with various other applications directly. Beyond this, it also ensures that you can create the dashboards as per your requirements\u201d \u2013\u00a0 said Enterprise Implementation Manager <\/span><a href=\"https:\/\/www.g2.com\/products\/salesforce-salesforce-sales-cloud\/reviews\/salesforce-sales-cloud-review-10704516\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Akshay Bhagchandani<\/span><\/a><span style=\"font-weight: 400;\"> in his review on G2.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">The downside\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The number one aspect tentative Salesforce users mention is its steep learning curve, requiring lengthy upfront training. Others also mention its high long-term cost. There\u2019s no free plan, and subscriptions for the most basic, slimmed-down version of the CRM start at $25\/user\/month. To use advanced features like AI sales agents, companies must sign up to an enterprise subscription, which start at $165\/user\/month.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It\u2019s also worth mentioning that \u2013 to use certain functionalities or integrations \u2013 users must often upgrade to higher plans, which generates extra cost.<\/span><\/p>\n<h2 id=\"id8\"><span class=\"ez-toc-section\" id=\"7_Monday\"><\/span><span style=\"font-weight: 400;\">7. Monday<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Monday CRM is another popular <\/span><span style=\"font-weight: 400;\">sales team management software<\/span><span style=\"font-weight: 400;\">. Among others, it lets sales team members track opportunities, schedule personalized follow-up messages and calls, and customize their workflows. It\u2019s also known for its automation features \u2013 users can set up rules, like \u201cwhen email is opened, notify the sales representative via email\u201d.<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-111946\" src=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Monday.png\" alt=\"sales team management software; screenshot from Monday CRM\" width=\"1999\" height=\"1111\" srcset=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Monday.png 1999w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Monday-300x167.png 300w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Monday-1030x572.png 1030w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Monday-768x427.png 768w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Monday-1536x854.png 1536w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Monday-1500x834.png 1500w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Monday-705x392.png 705w\" sizes=\"(max-width: 1999px) 100vw, 1999px\" \/><\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/monday.com\/crm\"><span style=\"font-weight: 400;\">Image source<\/span><\/a><\/p>\n<h3><span style=\"font-weight: 400;\">Best features<\/span><\/h3>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Drag-and-drop customizations<\/b><span style=\"font-weight: 400;\"> \u2013 Monday lets businesses rearrange different sales stages and add tasks to the backlog without any coding.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Robust integrations <\/b><span style=\"font-weight: 400;\">\u2013 the platform offers plenty of third-party integrations with apps like Slack, Zoom, and others.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Mobile Access<\/b><span style=\"font-weight: 400;\"> \u2013 sales team members can access tasks and prospect data remotely, boosting their reaction time and productivity without access to a laptop or desktop device.<\/span><\/li>\n<\/ul>\n<h3><span style=\"font-weight: 400;\">What people like about the Monday CRM sales management platform<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">\u201cI love how Monday CRM adapts to my <\/span><a href=\"https:\/\/www.livespace.io\/en\/livespace-crm-features\/sales-process\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">sales process<\/span><\/a><span style=\"font-weight: 400;\">, letting me customize workflows rather than follow a rigid structure. Its visual interface helps our team quickly see where deals stand,\u201d said Account Manager <\/span><a href=\"https:\/\/www.g2.com\/products\/monday-crm\/reviews\/monday-crm-review-10671131\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Desiree McCarthy<\/span><\/a><span style=\"font-weight: 400;\"> on G2.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\u201cIt keeps track of all my contacts and most of my interactions with clients, also great for managing projects and workflows\u201d \u2013 according to a <\/span><a href=\"https:\/\/www.capterra.com\/p\/245800\/Monday-CRM\/reviews\/Capterra___3499330\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">review<\/span><\/a><span style=\"font-weight: 400;\"> from a real estate broker associate on Capterra.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">The downside\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The commonly mentioned downside of Monday CRM is its growing complexity as needs become more advanced. Users mention that the more integrations and custom features, the harder it can be to keep track.<\/span><\/p>\n<h2 id=\"id9\"><span class=\"ez-toc-section\" id=\"8_Instantly_CRM\"><\/span><span style=\"font-weight: 400;\">8. Instantly CRM<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Instantly is a multi-channel sales management platform that lets you warm up leads, run cold email outreach campaigns, and manage all communication with prospects in one place. It offers integrations with Zapier, Slack, and Google Calendar, among other popular tools. On top of the CRM itself, users can also acquire verified leads and use Instantly\u2019s email sending and warmup products.<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-111948\" src=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Instantly.png\" alt=\"tools for sales managers; screen of a shared inbox in Instantly CRM\" width=\"1951\" height=\"1258\" srcset=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Instantly.png 1951w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Instantly-300x193.png 300w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Instantly-1030x664.png 1030w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Instantly-768x495.png 768w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Instantly-1536x990.png 1536w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Instantly-1500x967.png 1500w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/01\/Instantly-705x455.png 705w\" sizes=\"(max-width: 1951px) 100vw, 1951px\" \/><\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/instantly.ai\/\"><span style=\"font-weight: 400;\">Image source<\/span><\/a><\/p>\n<p><span style=\"font-weight: 400;\">What makes it stand out from most sales management platforms is that it offers unlimited team seats, under a flat-fee subscription.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Best features<\/span><\/h3>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>AI-driven personalization<\/b><span style=\"font-weight: 400;\"> \u2013<\/span> <span style=\"font-weight: 400;\">available in the higher CRM plan; the platform analyzes lead data and uses it to automate personalized messages.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Customizable sales pipelines <\/b><span style=\"font-weight: 400;\">\u2013 users can create custom sales flows tailored to specific conditions, improving targeting and efficiency in sales campaigns.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Single inbox<\/b><span style=\"font-weight: 400;\"> \u2013<\/span> <span style=\"font-weight: 400;\">it acts as a single source of truth, bringing all emails, call history, and sales tasks into a single place.<\/span><\/li>\n<\/ul>\n<h3><span style=\"font-weight: 400;\">What people like about Instantly CRM <\/span><span style=\"font-weight: 400;\">sales management software<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">In online reviews, users particularly appreciate ease of use, as in this comment from <\/span><a href=\"https:\/\/www.g2.com\/products\/instantly\/reviews\/instantly-review-10488466\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Raphael Durand<\/span><\/a><span style=\"font-weight: 400;\"> on G2: \u201cInstantly is very user friendly and it allows you to start running email campaigns in no time at all. The DFY emails make it easy to get up and running and after 14 days of warming up the emails, you get cracking and do your outreach.\u201d\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">The downside\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Some people mention that certain features don\u2019t feel complete: \u201cThe new lead finder feels like an incomplete idea. Sure, it helps gather leads, but it lacks depth. The inability to craft or automate ice breakers directly within the tool is a huge letdown\u2014it feels like a missed opportunity for personalization, which is key in outreach,\u201d said <\/span><a href=\"https:\/\/www.g2.com\/products\/instantly\/reviews\/instantly-review-10711532\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Khaled Abd El Nasser<\/span><\/a><span style=\"font-weight: 400;\"> on G2.<\/span><\/p>\n<h2 id=\"id10\"><span class=\"ez-toc-section\" id=\"There_are_plenty_of_tools_for_sales_managers_so_choose_wisely\"><\/span><span style=\"font-weight: 400;\">There are plenty of <\/span><span style=\"font-weight: 400;\">tools for sales managers<\/span><span style=\"font-weight: 400;\">, so choose wisely<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Choosing the right sales team management software can take time. The best way to check if the option you\u2019re considering is the right fit is by scheduling a demo (it\u2019s even better than signing up to a free trial). The reason for this is that you don\u2019t need to figure out how it works yourself; the company\u2019s team will walk you through and answer any questions, including how you could use it for specific scenarios.<\/span><\/p>\n<p><a href=\"https:\/\/www.livespace.io\/en\/get-your-livespace-demo\/\"><span style=\"font-weight: 400;\">Schedule a demo <\/span><\/a><span style=\"font-weight: 400;\">to see if Livespace fits your needs.\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<div style='text-align:center' class='yasr-auto-insert-visitor'><\/div>","protected":false},"excerpt":{"rendered":"<p>When you type \u201csales management software\u201d into G2, you get a list of 802 tools. Calling the choice wide would be a slight understatement. [&hellip;]<\/p>\n","protected":false},"author":77,"featured_media":112022,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"yasr_overall_rating":0,"yasr_post_is_review":"","yasr_auto_insert_disabled":"","yasr_review_type":"B","footnotes":""},"categories":[291],"class_list":["post-111931","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-general"],"yasr_visitor_votes":{"stars_attributes":{"read_only":false,"span_bottom":false},"number_of_votes":1,"sum_votes":5},"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>8 Best sales management software (with user opinions)<\/title>\n<meta name=\"description\" content=\"Discover 8 popular tools for sales teams along with real user opinions. 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