9 Best Sales Pipeline Management Tools for 2024

From AI-powered automation to robust CRM integrations, sales pipeline management tools offer a range of capabilities to suit different needs and budgets. Whether you need to improve lead management, automate repetitive tasks, or predict revenue, there is a tool just for you.

I have curated a comprehensive list of the best sales pipeline software, carefully evaluating each one based on key features, pros, cons, and real user reviews. In this guide, you'll find a detailed breakdown of each tool, including popular use cases, pricing information, and honest assessments from sales professionals who have used them in the trenches. 

Whether you're a small startup or an enterprise sales team, there's a tool on this list that can help you automate your sales process with AI and crush your quota. So, let's dive in and explore the nine best sales pipeline management tools available today. 

Or if you’d rather skip ahead and take the next step, download Bardeen and get started with pre-built automations today!

What is pipeline management software?

A CRM alone may not be enough to manage your entire sales pipeline. Many businesses also want to connect their CRM to a pipeline management software to help manage, track, and organize all their deals in one central place. 

Pipeline management software lets you create a visual representation of your sales process, also known as a CRM pipeline, and understand where each prospect is in the sales cycle. 

These tools are useful for organizing your prospects and analyzing overall sales performance. They provide you with a bird eye entire sales cycle so you can accurately forecast revenue and make better data-driven decisions.

Top Sales Pipeline Management Tools in 2024

Sales pipeline software can make a big difference for your team. The right tool can take your sales processes to the next level. But choosing the wrong tool can stunt your growth and lead to missed opportunities 

There are lots of sales sales pipeline management tools on the market, so it’s important to ask the right questions when shopping around:

• Is it easy to use? 
• Does it have the features you need?
• Is it customizable?
• Does the pricing reflect the value?
• Do users recommend it?

Taking all this into consideration, I’ve created a shortlist of nine sales pipeline management tools that I consider to be the cream of the crop. Each tool has its own strengths and weaknesses so my goal is to help you understand which one can make the biggest difference for your team.

1. Bardeen

Bardeen is a leading choice for pipeline management software thanks to its AI-powered automation capabilities that save time and improve efficiency. With Bardeen, you can automate repetitive tasks, speed up workflows, and get through time-consuming activities faster. 

I love Bardeen because it comes in handy for a lot of different use cases including AI sales prospecting and sales prospecting automation. It’s also great for automated lead generation and management. And if you’re tired of manual, Bardeen is an amazing choice for automating sales outreach and follow ups

So why not download the Bardeen Chrome extension for free and see how it can help manage your sales pipeline?

Bardeen offers several key features that make it ideal for sales pipeline management:

• AI sales automation to handle repetitive tasks and save time
• Integrations with 100+ apps for seamless workflow automation
• Free AI web scraper for data collection and lead enrichment
• No-code builder and AI-powered Magic Box for custom workflow creation

Pricing for this tool falls in the mid range. While Bardeen does offer a free plan, you will need to find room in your budget if you want to access the AI features.

• Free plan - You get 100 monthly credits and limited Pro features. But you need the Pro plan or higher to access AI capabilities. 
• Pro plan - Starts at $30/month for 1000 monthly credits and access to basic AI features, advanced integrations, and advanced scraping.
• Business plan - Custom pricing. You get 10,000 monthly credits, Advanced AI features, automation consulting, and more. 
• Enterprise plan - Custom pricing for larger teams with more specific needs. 

On G2, Bardeen has an impressive 4.9 out of 5 stars rating, with users praising its time-saving benefits and powerful automation features. One reviewer noted, "Bardeen solves the problem of manually doing repetitive tasks, which saves me a lot of time. Prices are also affordable."

Capterra users give Bardeen an overall rating of 4.5 out of 5, highlighting its ease of use, customer service, and value for money. A satisfied user shared, "Bardeen is one of the best no-code automation platforms and won the runner-up award from Product Hunt in the SaaS category."

While not as widely discussed on Reddit, Bardeen has generally positive sentiment among users who have tried it for sales pipeline management and web scraping. They appreciate its user-friendliness and extensive integration options.

Pros

• Versatile automation capabilities beyond just sales pipeline management
• Runs 24/7 in the cloud, perfect for teams
• Personal productivity features to stay focused on high-value tasks

Cons

• Steeper learning curve compared to simpler sales pipeline tools
• Higher pricing for premium features and credits
• Requires some technical know-how for advanced automations

If you're looking for a comprehensive sales pipeline management tool that leverages AI and automation, give Bardeen a try. Sign up for free and start a 14-day free trial of premium features to see how it can transform your sales process.

2. Pipedrive

Pipedrive is a powerful CRM and sales pipeline management tool that helps sales teams stay organized, track deals, and close more sales. Its AI-powered features, like lead scoring and sales forecasting, make it a top choice for businesses looking to optimize their sales processes and boost revenue.

I recommend Pipedrive for managing complex B2B sales cycles with multiple stakeholders. It’s also great at forecasting revenue and automating repetitive tasks such as data entry and email follow ups.

Some of Pipedrive's standout features for sales pipeline management include:

• Visual sales pipeline for tracking deals
• AI-powered lead scoring to prioritize high-value prospects
• Customizable dashboards for real-time insights
• Automated workflows to streamline sales processes

Pipedrive is more affordable than some of the other tools on this list, so if you just want some standard automation and dashboards, this could be a good option.

• Essential plan starts at $14 per user/month billed annually (~$24 billed monthly)
• Advanced plan starts at $34 per user/month billed annually (~$44 billed monthly)
• Professional plan starts at $49 per user/month billed annually (~$64 billed monthly)
• Power plan starts at $64 per user/month billed annually (~$79 billed monthly)
• Enterprise plan starts at $99 per user/month billed annually (~$129 billed monthly)
• 14-day free trial available. No credit card required. Access to basic features. 

On G2, Pipedrive has an average rating of 4.3 out of 5 stars. Users praise its ease of use, visual pipeline, and robust mobile apps.

I've had the pleasure of using Pipedrive for the past six months to help with my LinkedIn networking and lead generation efforts, and I've got to say, it's been a game-changer. One of the best things about Pipedrive is its user-friendliness. Even if you're not particularly tech-savvy, you can get the hang of it quite quickly.

Pros

• Intuitive interface that's easy to learn and use
• Robust mobile apps for selling on the go
• Extensive marketplace of third-party integrations

Cons

• Limited customization options compared to some alternatives
• Reporting can be complex for non-technical users
• Per-user pricing can add up for larger teams

3. HubSpot Sales Hub

HubSpot Sales Hub is a comprehensive sales pipeline software that helps you build a better pipeline and close more deals faster. It offers a wide range of features including deal pipelines, sales automation, AI assistants, revenue forecasting, and much more. When combined with other Hubs such as Marketing Hub and Service Hub, HubSpot creates a powerful all-in-one solution for revenue teams.

I like the HubSpot Sales Hub because it makes it easy to track the entire customer journey and make optimizations wherever you need. You can create your own sales pipeline and build custom dashboards that let you track important data such as time spent in deal stage, likelihood to close, and forecasted revenue. You can also automate repetitive tasks, send personalized emails, and monitor sales performance. 

HubSpot Sales Hub offers a robust set of features designed to streamline your marketing and sales efforts:

• Lead management and prospecting tools, including tasks, meetings, and sequences
• Email personalization and A/B testing capabilities
• Workflows that rotate leads, create deals, and send notifications
• Powerful analytics and reporting to monitor and measure sales performance

HubSpot is one of the more expensive tools on the market, but the value it provides is unmatched. The main benefit of HubSpot is that it acts as a “hub” for all your revenue operations. So you’ll also want to purchase Market Hub and possibly Service Hub to really see the full value of HubSpot. 

• Starter: Starts at $15 per user/month billed annually (~$20 billed monthly)
• Professional: Starts at $90 per month/user billed annually (~$100 billed monthly)
• Enterprise: Starts at $150 per month/user billed annually 
• Free tools available with limited features billed annually 

G2 users give HubSpot Sales Hub an average rating of 4.4 out of 5 stars, praising its user-friendly interface, seamless integration, and powerful automation capabilities. Many users highlight the platform's ability to act as a single source of truth for marketing and sales performance.

On Capterra, reviewers appreciate HubSpot Sales Hub's comprehensive feature set, with an overall rating of 4.5 out of 5. They note the platform's ease of use, excellent customer support, and the value it provides for businesses of all sizes.

Across various review platforms, users consistently praise HubSpot Sales Hub for its all-in-one approach, saving time and resources by consolidating marketing and sales functions into a single platform. While some users mention the learning curve and higher pricing, the majority find the tool to be a worthwhile investment for growing their business.

Pros

• All-in-one platform that integrates with HubSpot CRM and other tools
• User-friendly interface and intuitive workflow
• Extensive resources and support, including HubSpot Academy

Cons

• Higher pricing compared to some other marketing automation tools
• Initial setup and onboarding can be time-consuming
• Some advanced features may require additional training

4. Freshworks

Freshworks is an AI-powered customer service, IT, and sales pipeline CRM that helps businesses deliver intuitive and engaging experiences. With Freshworks, sales teams can use AI to close deals faster, automate tasks, and gain valuable insights.

I like using Freshworks for running smart sales campaigns with AI-powered insights. The Kanban board makes it easy to plan and visualize sales pipelines while the workflows feature is great for automating repetitive tasks so teams can focus on selling.

Freshworks' AI-powered sales pipeline CRM, Freshsales, offers features to streamline sales processes:

• Freddy AI provides deal recommendations to avoid bottlenecks
• Automates tasks like sending emails, setting reminders, and customer onboarding
• AI insights for superior lead tracking and management

Lower-tier plans are on the more affordable side, but once you get to the Pro or Enterprise level, the costs can start to add up. Freshworks also offers a free plan.

• Growth: $9/user/month billed annually (~$11 billed monthly)
• Pro: $39/user/month billed annually (~$47 billed monthly)
• Enterprise: $59/user/month billed annually (~$71 billed monthly)
• Free plan is available with no credit card required

On G2, Freshworks has an average rating of 4.5 out of 5 stars. Users praise its automation capabilities, ease of use, and feature-rich plans.

Capterra reviewers give Freshworks an overall rating of 4.5, highlighting its affordability and intuitive interface for managing customer support. Some users note limitations with feature access on lower-tier plans.

On Reddit, users appreciate Freshworks' ability to streamline customer support but some express frustrations with inconsistent support and technical glitches. Freshworks is often compared favorably to alternatives like Zoho and Zendesk for its cost-effectiveness.

Pros

• Intuitive interface with a minimal learning curve
• Extensive AI capabilities for sales automation
• Customizable to fit unique sales processes

Cons

• Some users report slow customer service response times
• Limitations with certain integrations and data exports
• Documentation can be inaccurate or outdated

5. Keap

Keap is an all-in-one sales pipeline CRM and marketing automation platform designed to help small businesses grow. With robust features for managing contacts, automating follow-up, and streamlining sales processes, Keap is a top choice for businesses looking to scale their operations efficiently.

I think Keap is a great tool for automating personalized email and text follow-up with leads and clients. It comes with great visual sales pipelines that make it easy to manage deals and forecast revenue at a quick glance. Capturing and organizing leads from web forms, landing pages, and social media is also very easy to do. 

Keap offers a range of tools to automate sales and marketing tasks:

• Centralized contact management and customizable tags for segmentation
• Automated follow-up sequences triggered by customer actions
• Visual sales pipeline with drag-and-drop functionality
• Invoicing, payment processing, and subscription management

Keap uses a different pricing structure than other tools on this list. Rather than pricing based on features, they offer the entire platform at one price:

• Starts at $249/month for 2 users and 1,500 contacts billed annually (~$299 billed monthly)
• Pricing scales based on the number of users and contacts needed
• Implementatiion services are available at an extra cost
• 14-day free trial is available with no credit card required

On G2, Keap has an average rating of 4.2 out of 5 stars from over 1,500 reviews. Many users praise its automation capabilities and customization options, though some note a learning curve.

Capterra reviewers give Keap an overall rating of 4.1, highlighting its all-in-one functionality and time-saving automation. Some mention challenges with complexity and pricing.

In reviews on Reddit, users appreciate Keap's ability to streamline sales and marketing processes. However, they caution that setup can be involved, and the tool may be overkill for very small businesses. Overall, Keap is seen as a powerful option for businesses serious about growth.

Pros

• Comprehensive set of tools for sales and marketing automation
• Powerful customization options for contact records and campaigns
• Extensive library of integrations with third-party apps

Cons

• Steeper learning curve compared to simpler CRM tools
• Higher pricing than some competitors, especially for larger contact databases
• Some users report slower performance when automating complex sequences

6. Salesforce

Salesforce is a leading CRM platform that offers a comprehensive suite of AI-powered sales tools. Its Sales Cloud solution provides predictive analytics, opportunity insights, and next best action recommendations to help sales teams optimize their strategies and maximize revenue. Salesforce's AI-driven features, such as Einstein Lead Scoring and Einstein Opportunity Insights, enable sales reps to prioritize high-potential leads and deals, increasing efficiency and closing rates.

I recommend Salesforce for big companies that have massive sales operations and want to Automate sales forecasting and pipeline management. It is a great pipeline management software for identifying and prioritizing high-potential leads and opportunities. Optimizing sales strategies based on AI-driven insights is another compelling feature

Salesforce's AI capabilities are closely aligned with the needs of sales teams, focusing on lead scoring, opportunity management, and activity capture. These features directly address the core challenges sales professionals face in prioritizing leads, closing deals, and tracking interactions.

• Lead, account, contact, and opportunity management
• Forecast management
• Predictive AI for lead and opportunity scoring
• Einstein activity capture

As I mentioned, Salesforce is designed for large enterprise-level organizations and that is reflected in its pricing. This is definitely one of the more expensive options due to the advanced features it offers.

• Starter Suite: $25 per user/month billed annually
• Professional: $100 per user/month billed annually
• Enterprise: $165 per user/month billed annually
• Unlimited: $330 per user/month billed annually
• Einstein 1 Sales: $500 per user/month billed annually

On G2, users praise Salesforce's versatility and customization options, with one reviewer stating, "I regret not discovering its capabilities sooner, as we would have transitioned to it for onboarding much earlier." However, some users note that the platform can be sluggish and cumbersome at times, requiring training from a Salesforce expert to fully implement.

A Capterra reviewer highlights Salesforce's comprehensive feature set, saying, "Salesforce Sales Cloud is a powerful and versatile tool for sales tracking and management. Its comprehensive feature set, coupled with advanced analytics and AI, makes it an invaluable asset for sales teams aiming to increase efficiency and drive growth."

On Reddit, users discuss the value of Salesforce, with many agreeing that its benefits depend on proper implementation and integration. One user notes, "Salesforce's value depends on proper implementation and integration. It's highly beneficial for managing sales activities, follow-ups, and data continuity but can be costly and complex."

Pros

• Robust predictive analytics for lead scoring and opportunity insights
• Seamless integration with other Salesforce products for end-to-end sales management
• Extensive customization options to tailor the platform to specific business needs

Cons

• Higher cost compared to some other AI sales tools, especially for smaller businesses
• Complexity of the platform may require significant training and onboarding time
• Web services API costs an additional $25 per user, per month for the professional plan

7. Cold Email Generator

The Cold Email Generator from Close is a simple yet effective tool that helps sales teams create personalized cold emails quickly. By providing a company description and desired email outcome, the AI-powered tool generates a solid email draft that can be further customized based on your unique insights and customer research.

As you may have guessed by its name, Cold Email Generator is best suited for generating personalized cold email outreach at scale. If your team is getting bogged down by email creating, you can use this sales management tool to speed up the email creation process and ensure consistency in messaging across multiple reps.

Cold Email Generator contains tons of features that are particularly useful for sales teams looking to create effective cold emails efficiently, without sacrificing personalization or relevance. This includes: 

• AI-powered templates that you can adjust to your needs
• Personalization based on your company description
• Choice of desired email outcome

Another thing I like about the Cold Email Generator is that it is completely free to use. There is no trial period or credit card required

As the Cold Email Generator is a free tool, there are limited public reviews available. However, users who have tried the tool praise its simplicity and effectiveness in helping them create better cold emails faster.

On social media and forums like Reddit, sales professionals recommend the Cold Email Generator as a helpful addition to any outbound sales toolkit, especially for small teams or solo reps who need to maximize their time.

Pros

• Saves significant time in drafting cold emails
• Provides a solid starting point for further customization
• Completely free to use with no limits

Cons

• Requires some manual editing to fully personalize emails
• Limited to cold email generation only

8. Lusha

Lusha is a powerful sales intelligence platform that provides B2B contact and company data to help businesses reach the right decision-makers. With its accurate data, advanced filters, and seamless integrations, Lusha enables sales teams to build targeted prospect lists and close more deals.

Lusha is an amazing tool for building targeted prospect lists based on specific criteria. I also think it works great for enriching CRM data with accurate contact information and Identifying companies with high buying intent.

Lusha offers a range of features to help sales teams prospect more effectively:

• Advanced search filters to build targeted prospect lists
• Accurate contact data, including direct dials and verified emails
• Seamless integrations with CRMs and other sales tools
• Intent data to identify companies actively looking for solutions

Lusha’s pricing also falls in the mid-range and is comparable to Bardeen or Pipedrive. The main differentiator is its ability to build targeted prospect lists, making it a great option for businesses that practice Account-Based Marketing (ABM). 

• Pro plan starts at $36/user/month billed annually (~$49 billed monthly)
• Premium plan starts at $59/user/month billed annually (~$79 billed monthly)
• Enterprise pricing available upon request
• Free plan available with no credit card required

On G2, Lusha has an average rating of 4.3 out of 5 stars from over 1,400 reviews. Many users praise its data accuracy, ease of use, and time-saving benefits for prospecting.

Capterra reviewers give Lusha an overall rating of 4.5, highlighting its seamless integration with sales tools and ability to find decision-maker contacts quickly. However, some note that pricing can be high and data accuracy could be improved.

Lusha has mixed sentiment on Reddit, with some users expressing concerns about the company's data collection practices and compliance with privacy regulations like GDPR. Others find the tool valuable for recruiting and sales purposes when used responsibly.

Pros

• High data accuracy and freshness
• Easy to use browser extension for prospecting on the go
• Robust integrations with popular sales tools

Cons

• Some users report issues with customer support responsiveness
• Pricing can be steep for smaller teams or individual users
• Occasional inaccuracies in contact data

9. EngageBay

EngageBay is an all-in-one marketing, sales, and support CRM that enables companies to attract web visitors, capture leads, nurture them into customers, and provide excellent customer support. It offers a wide range of features including contact management, deal pipeline tracking, marketing automation, and helpdesk ticketing, making it a comprehensive solution for growing businesses.

EngageBay is a great fit for organizations that are focused on aligning marketing, sales, and support teams with a unified customer view. This sales pipeline software was designed with RevOps in mind. If you want to convert more prospects into customers, use EngageBay for automating lead generation and follow-up. If you want to retain more customers and increase satisfaction, use EngageBay for multi-channel customer support.

EngageBay offers a robust set of tools for managing customer relationships:

• 360-degree contact management for a complete view of every interaction
• Visual deal pipeline for tracking sales opportunities
• Marketing automation for personalized email campaigns and lead nurturing
• Helpdesk for managing and quickly resolving customer support tickets

Pricing for EngageBay also falls in the mid-range. But you can save an extra 15% if you commit to a two-year billing cycle. 

• Basic plan: $13.79 per user/month (~$14.99 billed monthly)
• Growth plan: $59.79 per user/month (~$64.99 billed monthly)
• Pro plan: $110.39 per user/month (~$119.99 billed monthly)
• 15% discount available for biennial billing
• Free plan is available

On Capterra, EngageBay has an overall rating of 4.7 out of 5. Users praise its value for money, ease of use, and responsive customer support. Some noted minor UX issues

G2 reviewers give EngageBay 4.7 out of 5 stars. Many call out the breadth of features and ease of use as top benefits, while some mention confusion around advanced features.

On Reddit, users recommend EngageBay as a more affordable alternative to HubSpot with a robust feature set. They appreciate the all-in-one platform for early stage startups.

Pros

• Affordable all-in-one solution with transparent pricing
• Extensive feature set for marketing, sales, and support
• Easy to set up and use without extensive training

Cons

• Fewer native integrations compared to some alternatives
• Reporting is basic for some use cases
• Bulk editing options are limited

Use AI to Elevate Your Team’s Pipeline Management Skills

Choosing the right sales pipeline management tool depends on your specific needs, budget, and team size. Consider factors like ease of use, automation capabilities, customization options, and integrations when evaluating different solutions.

Based on our analysis, the three most popular sales pipeline management tools are:

1. Bardeen - A versatile AI-powered automation platform that saves time and boosts efficiency. Download the Bardeen Chrome extension for free and start a 14-day free trial of premium features to see how it can transform your sales process.
2. Pipedrive - A powerful sales pipeline CRM with an intuitive interface, AI-driven insights, and robust mobile apps for managing deals on the go.
3. HubSpot Sale Hub - An all-in-one marketing and sales platform with powerful analytics and reporting to monitor and measure sales performance.

To get started, we recommend signing up for a free account with one of these top-rated sales management tools. Bardeen, in particular, offers a generous free plan and a 14-day free trial of premium features. Install the Bardeen Chrome extension today and experience the power of AI-driven sales automation firsthand.

No matter which tool you choose, investing in pipeline management software can help you close more deals, boost productivity, and drive revenue growth. So don't wait - take action now and start optimizing your sales process with one of these top-rated tools.