Sales pipeline software has revolutionized the way businesses of all sizes manage their sales processes. Whether you're a sales manager, small business owner, or part of a sales team, these tools help you track deals, automate repetitive tasks, and improve collaboration. The result? A streamlined sales process that saves time and boosts revenue.
In this article, we’ll explore the best sales pipeline software tools, including how they address common sales challenges. We’ll also highlight how these tools, with their unique features, stand out as valuable solutions for businesses looking to enhance productivity and collaboration.
What is sales pipeline software?
Sales pipeline software is designed to help businesses manage their sales processes more effectively. By visualizing sales stages, tracking deals, and automating tasks, it ensures that sales teams stay organized and focused on closing deals.
Key benefits of sales pipeline software:
Sales pipeline management: Gain visibility into every stage of your sales process.
CRM tools integration: Sync with your existing customer relationship management systems.
Sales process optimization: Automate repetitive tasks and improve team collaboration.
In short, sales pipeline software is essential for managing leads, tracking progress, and forecasting revenue.
Learn more: What is Sales Performance Management? Strategies, Benefits, and Tools
Why do you need sales pipeline software?
1. Improved sales visibility
One of the biggest challenges sales teams face is understanding where each deal stands. Sales pipeline tools provide a clear, visual representation of your sales stages through features like Kanban boards and dashboards. This ensures that nothing slips through the cracks.
2. Automation of repetitive tasks
From sending follow-up reminders to updating deal statuses, automation features in sales pipeline software save your team countless hours. This allows your sales reps to focus on what they do best—selling.
3. Enhanced collaboration
Sales pipeline software fosters teamwork by providing tools for real-time updates, shared calendars, and task management. It ensures that everyone is on the same page, even in remote or hybrid work environments.
4. Better forecasting and reporting
Analytics and reporting features help you track performance metrics like deal velocity and closure rates. With accurate forecasting, you can make data-driven decisions to improve your sales strategy.
5. Integration with existing tools
The best sales pipeline software integrates seamlessly with CRMs, email platforms, and other tools your team already uses. This reduces tool overload and creates a more efficient workflow.
Top features to look for in sales pipeline software
When choosing sales pipeline software, keep an eye out for these essential features:
Pipeline visualization: Tools like Kanban boards and Gantt charts make it easy to track deals.
Automation capabilities: Save time by automating repetitive tasks.
Reporting and analytics: Gain insights into your sales performance.
Integration options: Ensure compatibility with your existing tools.
Customization: Tailor the software to fit your unique business needs.
Scalability: Choose a tool that grows with your business.
Best sales pipeline software tools in 2025
Choosing the right sales pipeline software can make or break your sales process. With so many options available, finding the perfect fit for your team can feel overwhelming. To help you navigate this landscape, we’ve compiled a detailed list of the best tools for 2025. Each tool offers unique features tailored to different business needs, so you’re sure to find one that aligns with your goals.
1. HubSpot CRM: A free and robust solution for growing businesses
HubSpot CRM has long been a favorite among sales teams, and for good reason. It combines powerful sales pipeline management tools with a user-friendly interface, making it ideal for small to medium-sized businesses. HubSpot’s free plan is particularly appealing, offering extensive features at no cost.
Image source: hubspot.com
Key features:
Intuitive pipeline visualization with drag-and-drop functionality for easy deal management.
Automated data entry and task reminders to reduce manual work.
In-depth reporting and analytics to track sales performance and forecast revenue.
Seamless integration with HubSpot's marketing and customer service tools for a unified platform.
Best for:
Small to medium-sized businesses that want a robust, free CRM with powerful sales pipeline capabilities.
Why it stands out:
HubSpot CRM’s free plan is unmatched in the industry, providing access to essential tools without hidden fees. Its intuitive interface ensures a quick learning curve, enabling teams to get started immediately.
2. Pipedrive: A sales-focused CRM for deal management
Pipedrive is specifically designed for sales teams that prioritize simplicity and efficiency. Its visual pipeline and sales-focused features make it an excellent choice for businesses that want to streamline deal management and forecasting.
Image source: pipedrive.com
Key features:
Customizable sales pipeline with a visual interface to track deals at every stage.
AI-powered sales assistant that provides actionable insights to improve performance.
Email tracking and automation to enhance communication with prospects.
A mobile app for managing deals on the go, ensuring productivity anywhere.
Best for:
Sales teams focused on deal management, forecasting, and simplifying their sales processes.
Why it stands out:
Pipedrive’s ease of use and focus on sales make it a favorite among sales reps. Its AI-powered assistant and mobile capabilities help teams save time and close deals faster.
3. Salesmate: Affordable sales automation for small businesses
Salesmate combines CRM functionality with sales automation to help small businesses work smarter. It’s a cost-effective solution for teams looking to streamline their sales pipeline and communication processes.
Image source: salesmate.io
Key features:
Comprehensive sales automation to reduce repetitive tasks and improve efficiency.
Built-in communication tools, including phone, email, and text messaging.
Customizable pipeline views to match your team’s workflow.
Advanced reporting and analytics to monitor team performance and sales trends.
Best for:
Small businesses that need an affordable, all-in-one solution for managing sales and communication.
Why it stands out:
Salesmate’s affordability and robust feature set make it a perfect choice for budget-conscious businesses. It’s especially useful for teams that want to manage multiple communication channels within one platform.
4. Scratchpad: Simplifying Salesforce for sales teams
Scratchpad is a unique tool that enhances Salesforce workflows, making it ideal for teams already using Salesforce but looking for a more streamlined experience. It simplifies data entry and collaboration, helping sales teams save time.
Image source: scratchpad.com
Key features:
Real-time updates to Salesforce data without switching tabs or interfaces.
A collaborative workspace for managing notes, tasks, and pipeline tracking.
Integration with tools like Slack and Google Calendar for seamless workflow management.
Best for:
Sales teams that rely on Salesforce and want to improve their efficiency and productivity.
Why it stands out:
Scratchpad eliminates the complexity of Salesforce by offering a simplified, user-friendly interface. It’s a must-have for teams looking to enhance their Salesforce experience without sacrificing functionality.
5. Lark: A unified platform with customizable CRM capabilities
Lark is more than just a sales pipeline tool—it’s a comprehensive productivity and collaboration platform that empowers teams to work smarter, not harder. With its innovative Lark Base feature, teams can create a fully customizable CRM system tailored to their specific needs. Whether you’re managing a simple client tracker or building a sophisticated lead management system, Lark adapts to your business as it grows.
Key features:
1. Lark Base: Build your own CRM
At the heart of Lark’s sales pipeline capabilities is Lark Base, a powerful tool that allows teams to create their own CRM system. Unlike rigid, pre-built CRMs, Lark Base is fully customizable, enabling you to design workflows, data fields, and dashboards that align perfectly with your sales process.
Customizable CRM: Design a CRM that fits your current sales needs, whether it’s tracking leads, managing deals, or monitoring client interactions.
Scalable for growth: As your business grows, Lark Base grows with you. Add more features, users, or integrations as needed without disrupting your workflow.
Permissions and access control: Tailor access levels for different team members to ensure data security and efficient collaboration.
Workflow automation to save time: With Lark Base, you can set up workflows that trigger automatic actions based on specific conditions, ensuring your sales process stays on track without manual intervention.
Data visualization and dashboards: Teams can create custom dashboards and reports to track key metrics, such as:
Deal progress across sales stages.
Sales velocity and closure rates.
Revenue forecasts and team performance.
Multiple views, including Kanban boards and list views, allow you to monitor your pipeline in the way that works best for your team.
2. Seamless integration with messaging and collaboration tools
Lark goes beyond traditional sales pipeline software by integrating its CRM capabilities directly with its built-in messaging, video calls, and collaborative documents. For example:
When a team member updates a client record in Lark Base, notifications are automatically sent to relevant team members via Lark Messenger.
Sales teams can instantly discuss updates, share insights, and schedule follow-ups—all within the same platform.
Shared documents and spreadsheets allow teams to collaborate on proposals, contracts, or sales reports in real time.
This seamless integration eliminates the need to switch between multiple tools, saving time and reducing the risk of miscommunication.
3. Access anytime, anywhere
Lark’s mobile, web, and desktop apps ensure that your team can access their sales pipeline and collaborate from anywhere. Whether you’re in the office or on the go, Lark keeps your sales process moving forward.
Image source: Larksuite.com
Best for:
Teams looking for an all-in-one solution that combines communication, collaboration, and sales pipeline management.
Why it stands out:
Lark addresses common pain points like tool overload by offering a unified platform. Its Lark Base feature provides unparalleled flexibility, allowing businesses to design a CRM that grows with them. With a free plan for up to 20 users, it’s an excellent choice for startups and small businesses.
6. Cognism: Lead generation and sales intelligence redefined
Cognism is a powerhouse for lead generation and sales intelligence, making it an ideal choice for businesses focused on finding and nurturing high-quality leads. Its advanced tools help sales teams identify prospects and engage with them effectively.
Image source: cognism.com
Key features:
AI-powered lead generation tools that identify high-quality prospects.
Access to a global database of business contacts for targeted outreach.
Sales pipeline tracking with detailed analytics to measure performance.
Best for:
Businesses that prioritize lead generation and sales intelligence to fuel their sales pipeline.
Why it stands out:
Cognism’s focus on data and intelligence sets it apart from traditional sales pipeline tools. Its ability to uncover valuable leads makes it a critical asset for sales teams looking to grow their client base.
7. Flowlu: The best free CRM for startups
Flowlu is a free CRM that offers robust sales pipeline management features, making it an excellent option for startups and small businesses. Its all-in-one approach combines CRM, project management, and financial tracking.
Image source: flowlu.com
Key features:
Drag-and-drop visual pipeline for intuitive deal management.
Task and project management tools to keep teams organized.
Financial tracking for invoices, payments, and budgeting.
Best for:
Startups and small businesses that need a free, comprehensive CRM solution.
Why it stands out:
Flowlu’s free plan includes features that many competitors offer only in paid versions. Its ability to combine sales, project, and financial management makes it a versatile tool for growing businesses.
8. SalesLoft: Advanced engagement tools for enterprise teams
SalesLoft is designed for enterprise-level sales teams that need advanced tools to engage with prospects and track pipeline performance. Its multi-channel approach ensures that sales reps can connect with leads wherever they are.
Image source: salesloft.com
Key features:
Multi-channel communication tools, including email, phone, and social media.
Advanced analytics to track engagement and pipeline performance.
Integration with CRMs like Salesforce and HubSpot for seamless workflows.
Best for:
Enterprise-level sales teams that need powerful engagement tools and detailed analytics.
Why it stands out:
SalesLoft’s focus on engagement and relationship-building makes it a critical tool for scaling businesses. Its analytics capabilities provide deep insights into sales performance, helping teams optimize their strategies.
Which tool is right for you?
Each of these tools offers unique features and benefits, making them suitable for different business needs. For small businesses, tools like HubSpot CRM, Flowlu, and Salesmate provide affordable yet powerful solutions. For enterprise teams, SalesLoft and Pipedrive deliver advanced capabilities for managing complex pipelines. If you’re looking for a flexible, all-in-one platform, Lark is an excellent choice, thanks to its customizable CRM and integrated collaboration tools.
Learn more: Top 10 Sales Management Software for Teams in 2025
How to choose the right sales pipeline software
Finding the right tool for your team can be overwhelming. Here’s how to make the process easier:
1. Assess your business needs
Start by identifying your team’s unique challenges and goals. Are you struggling with tracking deals, managing communication, or automating repetitive tasks? Prioritize the features that address your pain points, such as pipeline visualization, workflow automation, or reporting tools.
2. Consider integration options
Ensure the software seamlessly integrates with your existing tools, such as CRMs, email platforms, or project management systems. This will help avoid tool overload and create a streamlined workflow for your team.
3. Evaluate ease of use
Adopting a new tool shouldn’t disrupt your team. Look for software with an intuitive interface that requires minimal training, enabling your team to get started quickly.
4. Compare pricing
Review free and paid plans to ensure the software fits your budget. Consider scalability—choose a tool that can grow with your business as your sales operations expand.
5. Test with free trials
Most software offers free trials or demo versions. Use these to assess the tool’s usability, features, and compatibility with your workflow before making a commitment.
Tips for optimizing your sales pipeline management
Even the best software won’t deliver results without proper pipeline management. Here are some tips:
Regularly update your pipeline: Keep deal statuses and stages accurate.
Use automation wisely: Automate repetitive tasks but maintain a personal touch with clients.
Analyze performance metrics: Track KPIs like deal velocity and closure rates.
Foster team collaboration: Encourage open communication and shared accountability.
Learn more: Mastering the Sales Pipeline: A Comprehensive Guide
Final thoughts on sales pipeline software
Sales pipeline software is essential for streamlining your sales process, improving visibility, and driving revenue. Tools like HubSpot, Pipedrive, and Salesmate offer powerful features for managing your pipeline, while Lark stands out as an all-in-one collaboration platform that enhances productivity and teamwork.
FAQs about sales pipeline software
1. What is the best sales pipeline software for small businesses?
Lark, HubSpot, and Flowlu are excellent options for small businesses due to their affordability and ease of use.
2. Can I use free sales pipeline tools?
Yes, tools like Lark and HubSpot offer comprehensive free plans that are perfect for startups and small teams.
3. How does sales pipeline software improve forecasting?
By providing analytics and reporting features, sales pipeline tools help you make data-driven decisions and predict revenue accurately.
4. What’s the difference between CRM software and sales pipeline software?
While CRM software focuses on managing customer relationships, sales pipeline software is specifically designed to track and manage deals through the sales process.
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