11 Best Sales Reporting Tools for 2024: Features & Reviews

We've curated a list of the 11 best sales reporting tools to help you make an informed decision. In this comprehensive guide, you'll find each tool sorted by key features, pros, cons, pricing, and authentic customer reviews from sites like G2 and Capterra.

Whether you're looking for AI-powered insights, visual pipeline management, or extensive CRM integration, there's a tool here to fit your team's needs. We'll walk you through the strengths and weaknesses of each platform so you can find the best sales reporting tool and automate your sales process.

1. Bardeen

Bardeen is an AI-powered automation platform that helps sales teams automate repetitive tasks, making it a top choice for sales reporting. With its ability to connect with 100+ apps and websites, Bardeen lets you turn complex workflows into a single click, so you can focus on closing deals and solving customer problems.

Key Features

Bardeen's key features make it a powerful tool for sales reporting automation:

• AI-powered sales prospecting and lead generation
• Automated email outreach and follow-up
• Lead enrichment and qualification automation
• No-code workflow builder for custom automations

Popular Use Cases

• Automating lead generation and management
• Using AI sales agents for prospecting and outreach
• Scraping data from websites for sales intelligence

Pros

• Integrates with 100+ apps for seamless workflow automation
• AI-powered features for intelligent automation
• Ideal for teams with shared workflows and collaboration features

Cons

• Steeper learning curve compared to simpler sales reporting tools
• Higher pricing for premium features and credits
• Limited mobile app functionality

Reviews

On Capterra, Bardeen has an overall rating of 4.5 out of 5, with users praising its ease of use and practical automation capabilities. One reviewer noted, "Bardeen is one of the best no-code automation platforms and won the runner-up award from Product Hunt in the SaaS category."

G2 reviewers give Bardeen 4.9 out of 5 stars, highlighting its time-saving benefits and powerful features. A user shared, "Bardeen solves the problem of manually doing repetitive tasks, which saves me a lot of time. Prices are also affordable."

Reddit users who have tried Bardeen for sales automation appreciate its user-friendliness and extensive integration options, with one user commenting, "I use it to scrape data from websites to Notion, like Quora and Twitter. One more thing that helps me is searching one question on multiple sites with one click."

Pricing

• Free plan: Unlimited non-premium usage, 2 weeks of free access to the Pro tier
• Professional plan: $10/month for 500 credits, generative AI actions, CRM integrations, advanced scraping, premium integrations and actions
• Business plan: $15/month for teams with less than 100 people, 500 credits, flexible user administration, admin analytics dashboard, teamwide automations, onboarding & training
• Enterprise plan: Custom pricing for larger teams with more specific needs

If you're looking for a powerful sales reporting automation tool, give Bardeen a try with a 14-day free trial of premium features. Its AI-powered capabilities and extensive integrations make it a top choice for sales teams looking to save time and increase productivity.

2. HubSpot Marketing Hub

HubSpot Marketing Hub is a comprehensive marketing software that helps businesses attract, engage, and delight customers. With its user-friendly interface and robust feature set, HubSpot Marketing Hub enables teams to efficiently manage their marketing efforts and drive measurable results.

Key Features

HubSpot Marketing Hub offers a wide array of features designed to streamline your marketing processes:

• AI-powered lead generation and marketing automation
• Customizable email templates and personalized content
• Robust analytics and reporting for data-driven insights
• Social media management and monitoring tools

Popular Use Cases

• Generating and nurturing high-quality leads
• Creating targeted email campaigns and landing pages
• Analyzing marketing performance and ROI

Pros

• Intuitive interface and seamless integration with other tools
• Extensive resources and support for onboarding and training
• Scalable pricing plans to accommodate business growth

Cons

• Initial learning curve for new users
• Higher pricing compared to some alternatives
• Limited native integration with certain third-party systems

Pricing

• Starter plan starts at $45/month for 1,000 marketing contacts
• Professional plan starts at $800/month for 2,000 contacts
• Enterprise plan with custom pricing for advanced features
• Free tools available with limited functionality

Reviews

G2 users give HubSpot Marketing Hub an average rating of 4.3 out of 5 stars, praising its user-friendly interface, robust feature set, and exceptional customer support. Many appreciate how it streamlines their marketing efforts and drives tangible results.

On Capterra, HubSpot Marketing Hub has an overall rating of 4.5 out of 5 based on 3,000+ reviews. Users highlight the platform's ease of use, powerful automation capabilities, and seamless integration with their sales and service tools.

Across various review platforms, customers consistently commend HubSpot Marketing Hub for its comprehensive features and ability to centralize their marketing efforts. While some note the learning curve and pricing as potential drawbacks, the majority of users find significant value in the platform's capabilities and support.

3. Pipedrive

Pipedrive is an AI-powered CRM platform designed to help sales teams streamline their processes, track deals, and close more sales. It offers a range of features including lead management, deal tracking, email integration, and sales forecasting. Pipedrive's AI-driven insights and automations make it a popular choice for businesses looking to optimize their sales efforts and drive growth.

Key Features

Pipedrive's key features focus on deal tracking, sales automation, and performance insights:

• Visual deal pipeline for tracking sales progress
• Customizable dashboards and reports
• Email sync and tracking
• AI-powered sales assistant for prioritizing deals

Popular Use Cases

• Managing sales pipelines and deal flow
• Automating follow-up emails and tasks
• Forecasting revenue and sales performance

Pros

• Intuitive, visual interface for deal tracking
• Robust mobile apps for iOS and Android
• Extensive marketplace of third-party integrations

Cons

• Limited customization options for some features
• Reporting could be more flexible and in-depth

Reviews

On G2, Pipedrive has an average rating of 4.3 out of 5 stars from over 1,800 reviews. Users praise its ease of use, visual pipeline, and helpful automations. Some note limitations in customization and reporting.

Capterra reviewers give Pipedrive an overall rating of 4.5, highlighting the platform's simplicity, mobile apps, and ability to streamline sales processes. A few mention the initial learning curve.

Pricing

• Essential plan starts at $14.90 per user/month billed annually
• Advanced plan starts at $24.90 per user/month billed annually
• Professional plan starts at $49.90 per user/month billed annually
• 14-day free trial available for all plans

4. Salesforce

Salesforce is a comprehensive CRM platform that offers AI-powered sales tools to enhance sales performance and drive revenue growth. Its predictive analytics capabilities make it stand out among other sales reporting tools, as it can analyze historical data to identify patterns and trends that help sales teams prioritize their efforts and close more deals.

Key Features

Salesforce's AI-driven features are closely aligned with the needs of sales teams looking for advanced reporting and analytics:

• Lead, account, contact, and opportunity management
• Forecast management and predictive AI
• Lead and opportunity scoring to prioritize high-potential deals
• Einstein activity capture to automatically log sales activities

Popular Use Cases

• Identifying patterns and trends in sales data to optimize strategies
• Predicting which leads are most likely to convert into customers
• Gaining visibility into the sales pipeline and forecasting revenue

Pros

• Powerful predictive analytics to guide sales efforts
• Personalized AI-driven engagement and recommendations
• Extensive customization options to fit unique business needs

Cons

• Can be pricey for smaller businesses
• Web services API costs an additional $25/user/month on some plans
• Steep learning curve due to the platform's complexity

Reviews

On G2, users praise Salesforce's comprehensive feature set and powerful customization options, giving it an average rating of 4.5 out of 5 stars. Many cite its predictive analytics and forecasting capabilities as key benefits.

Capterra reviewers appreciate how Salesforce "revolutionized the way sales teams operate" with its AI-powered insights and automation. However, some note that the extensive features can be overwhelming for new users.

A sampling of feedback on Reddit indicates Salesforce is invaluable for managing sales activities and data continuity when properly implemented. Users suggest its value depends on correct setup and integration.

Pricing

• Starter plan: $25/user/month billed annually
• Professional plan: $80/user/month billed annually
• Enterprise plan: $165/user/month billed annually
• Unlimited plan: $330/user/month billed annually

5. Zendesk

Zendesk is a comprehensive customer service solution that offers sales reporting tools as part of its suite. Zendesk's reporting and analytics features provide valuable insights into sales performance, making it a popular choice for businesses looking to optimize their sales processes.

Key Features

• Customizable reports and dashboards to track sales metrics
• Real-time data and analytics for informed decision-making
• Integration with other Zendesk products for a complete view of customer interactions

These features enable sales teams to monitor performance, identify trends, and make data-driven decisions to improve sales outcomes.

Popular Use Cases

• Tracking sales team performance and identifying areas for improvement
• Monitoring customer interactions across multiple channels for a holistic view
• Generating reports for stakeholders to demonstrate sales effectiveness

Pros

• Comprehensive reporting capabilities
• Seamless integration with other Zendesk products
• User-friendly interface

Cons

• Can be expensive for smaller businesses
• Some advanced reporting features are only available on higher-tier plans
• Customization options may require technical expertise

Pricing

• Suite Team: $55/agent/month or $660/agent/year
• Suite Growth: $89/agent/month or $1,068/agent/year
• Suite Professional: $115/agent/month or $1,380/agent/year
• Suite Enterprise: Custom pricing

Reviews

On G2, Zendesk Sell has an average rating of 4.2 out of 5 stars from 485 reviews. Users praise its ability to centralize customer interactions and provide a 360-degree view of the customer.

Capterra reviewers give Zendesk an overall rating of 4.0, with many citing its ease of use and helpful automation features. However, some users note that the learning curve can be steep for advanced features.

Reddit sentiment is mixed, with some users finding Zendesk more suitable for IT helpdesk environments than sales. Others appreciate its customization options and integration capabilities when properly implemented. The general consensus is that Zendesk can be a powerful tool for sales teams, but may require significant setup and customization to meet specific needs.

6. Keap

Keap is an all-in-one CRM and sales and marketing automation platform designed to help small businesses grow. With Keap, you can easily capture, organize, and nurture leads to increase sales. The platform offers a range of features to automate repetitive tasks, manage your sales pipeline, and streamline client communication.

Key Features

Keap's automation tools enable you to automate processes like lead capture, follow-up emails, and appointment scheduling. These features are designed to save time and ensure consistent, personalized communication with prospects and customers.

• Automate lead capture, follow-up emails, and appointment booking
• Manage contacts and interactions in a centralized CRM
• Build email campaigns with pre-designed templates
• Accept payments and send invoices automatically

Popular Use Cases

• Nurturing leads with personalized email sequences
• Automating appointment reminders and follow-ups
• Streamlining client onboarding and communication

Pros

• Comprehensive all-in-one platform for small businesses
• Powerful automation capabilities to save time
• Extensive training resources and customer support

Cons

• Higher learning curve compared to simpler tools
• Can be expensive for very small businesses
• Some users report occasional system slowdowns

Pricing

• Starts at $129/month for 1 user and 1,500 contacts (billed annually)
• Pricing scales based on number of users and contacts
• 14-day free trial available, no credit card required

Reviews

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 all-in-one functionality, though some note a learning curve.

Capterra reviewers give Keap an overall rating of 4.0, highlighting its robust feature set for the price. However, some mention that setup can be complex for beginners.

Feedback on Reddit suggests that while powerful, Keap may be overkill for very small businesses. Users advise carefully evaluating your needs and comparing alternatives before committing to the platform.

7. LeadSquared

LeadSquared is a cutting-edge CRM that helps businesses drive sales efficiency at scale with zero lead leakage. This no-code platform offers powerful features like intelligent lead management, sales tracking, workflow automation, mobile CRM, and complete dashboards and reports, making it an all-in-one solution for sales teams.

Key Features

LeadSquared offers a range of features designed to boost sales productivity and efficiency:

• Automated sales workflows to move leads through the pipeline
• Task notifications and workday plans for sales reps
• Accurate sales forecasts and team performance tracking
• Customizable mobile CRM for inside and field sales teams

Popular Use Cases

• Managing leads and opportunities throughout the sales cycle
• Automating sales processes to eliminate manual tasks
• Tracking sales activities and rep performance in real-time

Pros

• Improves lead nurturing and customer relationships
• Boosts sales productivity by automating repetitive tasks
• Provides visibility into the sales pipeline and team performance

Cons

• Implementation can be lengthy with multiple hiccups
• Customer support is lacking and slow to resolve issues
• Software can be slow and glitchy at times

Pricing

• Starts at $400/month for 10,000 contacts (about ₹33,000)
• $1200/month for 50,000 contacts and $2500/month for 200,000 contacts
• Billed annually, custom enterprise pricing available

Reviews

On Capterra, LeadSquared has an overall rating of 4.0 out of 5. Positive reviews praise the platform's depth for lead management and extensive reporting. However, some users note a steep learning curve and occasional performance issues.

G2 reviews give LeadSquared an average of 4.4 out of 5 stars. Customers highlight the benefits for sales productivity and lead nurturing. A few mention the complex interface takes time to learn.

Feedback on Reddit is mixed. While some users find it effective for real estate and other industries, others call out the high price, sluggish speed, and lack of key features compared to alternatives. Positive sentiment notes its lead management, automation, and reporting capabilities.

8. Zoho

Zoho is a comprehensive cloud-based 360° customer relationship management tool that caters to the business needs of mid-scale businesses to large-scale enterprises. It offers a wide range of features, including contact management, sales funnels, pipeline management, workflow automation, an AI-powered conversational assistant, task management, marketing campaign management, sales forecasting, customer support, inventory management, reporting, analytics, and seamless integration with over 500 popular business apps in a single system.

Key Features

Zoho's AI-powered features are well-suited for sales reporting, enabling teams to:

• Predict sales outcomes and get actionable insights
• Generate business emails and social media posts
• Triage responses based on customer email sentiment and intent
• Access a deal-winning prediction tool to forecast which deals will likely close

Popular Use Cases

• Centralizing customer data for a 360-degree view
• Automating sales processes and workflows
• Generating AI-powered insights and recommendations for sales strategies

Pros

• Feature-rich platform with extensive customization options
• Seamless integration with a wide range of business apps
• Real-time detection of anomalies in sales trends and activities

Cons

• Initial learning curve due to the breadth of features
• Some users report occasional data sync issues across apps
• Limited ability to heavily customize certain modules

Pricing

• Free plan available for small businesses
• Standard: $18/user/month billed monthly or $12/user/month billed annually (about $14-$21 USD)
• Professional: $30/user/month billed monthly or $20/user/month billed annually (about $24-$36 USD)
• Enterprise: $45/user/month billed monthly or $35/user/month billed annually (about $42-$54 USD)
• Ultimate: $55/user/month billed monthly or $45/user/month billed annually (about $54-$66 USD)

Reviews

On Capterra, Zoho CRM has an overall rating of 4.0 out of 5 based on over 2,600 reviews. Users praise its customization options, user-friendly interface, and integration capabilities. Some note occasional customer support challenges and a learning curve for advanced features.

G2 reviews show similar sentiments, with Zoho CRM earning 4.1 out of 5 stars. Reviewers highlight benefits like centralizing customer information, automation, and customization. A few mention the mobile app and learning curve as areas for improvement.

On Reddit, users discuss Zoho as a solid all-in-one business management platform, particularly for its breadth of features and cost-effectiveness compared to alternatives. They recommend thoroughly understanding business processes first to map the system accordingly. Some advise hiring a Zoho developer for complex customizations.

9. EngageBay

EngageBay is a powerful all-in-one marketing, sales, and support CRM platform designed to help businesses streamline their customer acquisition, engagement, and retention processes. It offers a wide range of features including inbound marketing, lead nurturing, and sales automation, making it a popular choice for businesses looking to unify their customer-facing teams and operations.

Key Features

• 360-degree customer view across marketing, sales, and support
• Automated email marketing, lead scoring, and sales sequences
• Helpdesk with ticket management and canned responses
• Built-in live chat for instant customer support

These features allow businesses to attract web visitors, capture and nurture leads, convert them into customers, and provide excellent support to boost retention and loyalty.

Popular Use Cases

• Automating lead generation and qualification with web forms and email sequences
• Managing sales pipeline and deals with visual kanban boards
• Providing multichannel customer support via email, live chat, and helpdesk tickets

Pros

• Affordable all-in-one platform with marketing, sales, and support features
• Easy to use with a short learning curve and helpful onboarding resources
• Good customer support with live chat and extensive knowledge base

Cons

• Lacks some advanced features compared to best-of-breed solutions
• Limited native integrations with third-party tools
• Reporting could be more comprehensive and customizable

Pricing

• Free plan for up to 250 contacts and 1 user
• Paid plans start at $14.99/user/month for 500 contacts
• 20% discount for annual billing

Reviews

On G2, EngageBay has an average rating of 4.6 out of 5 stars from 316 reviews. Many users praise its affordability, ease of use, and breadth of features as a unified platform.

Capterra reviewers give EngageBay an overall rating of 4.0, highlighting the time savings from automation and helpful customer support. Some noted minor UX issues and a slight learning curve.

Positive sentiment on Reddit suggests EngageBay provides good value as an all-in-one solution for small businesses. Users find it offers the key features of HubSpot at a lower price point. The consensus is that it's a capable platform for companies wanting to unify their customer data and operations.

10. InsightSquared

InsightSquared is a sales analytics platform that leverages artificial intelligence to deliver data-driven insights, performance analytics, and sales forecasting capabilities. It stands out in 2024 for its ability to uncover the true productivity and effectiveness of sales teams, providing visibility into how their actions impact overall performance.

Key Features

InsightSquared's key features focus on providing actionable insights to drive sales performance:

• AI-powered sales forecasting for accurate revenue predictions
• Real-time performance analytics to identify trends and gaps
• Intuitive pipeline management to proactively address risks
• Customizable dashboards for a 360-degree view of the sales funnel

Popular Use Cases

• Forecasting sales revenue and identifying future trends
• Analyzing team and individual rep performance
• Optimizing the sales pipeline to drive more conversions

Pros

• Powerful predictive analytics for confident sales planning
• Detailed insights into sales productivity and effectiveness
• Integrates with Salesforce for seamless data syncing

Cons

• Requires a solid understanding of the connected CRM to fully utilize
• Pricing information is not publicly available

Reviews

On G2, InsightSquared has an average rating of 4.3 out of 5 stars. Users praise its ability to visualize Salesforce data, personalize dashboards, and provide an easy to understand view of sales analytics.

Capterra reviewers note InsightSquared is a "great tool for visualizing Salesforce data" that helps with accurate forecasting and staying on track with sales goals. The overall rating is 4.0.

11. Intercom

Intercom is a comprehensive AI-first customer service solution designed to automate and reduce the support volume of customer-facing teams. It centralizes the customer inbox, help center, and tickets into one workspace, streamlining support operations. Intercom's AI-powered chatbot, Fin, provides conversational customer support, reducing the load on human agents.

Key Features

• AI-powered chatbot for conversational support
• Omnichannel messaging across multiple platforms
• Data dashboard to organize customer interactions
• Proactive support tools to anticipate customer needs

These features enable Intercom to significantly reduce support request volume through automation, although setting up and customizing the AI chatbot for specific business needs may involve some complexity.

Popular Use Cases

• Automating customer support with conversational AI
• Centralizing customer communications across channels
• Proactively addressing issues before they escalate

Pros

• Reduces support volume through AI automation
• Provides omnichannel engagement with customers
• Offers proactive support capabilities

Cons

• Complexity in AI chatbot setup and customization
• Usage-based pricing can be difficult to predict
• May require active seats for non-support staff

Pricing

• Essential plan starts at $39 per seat/month
• Advanced plan at $99 per seat/month
• Expert plan at $139 per seat/month
• 14-day free trial available

Reviews

On G2, Intercom has an average rating of 4.5 out of 5 stars from over 3,000 reviews. Users praise its AI capabilities, ease of setup, and startup-friendly pricing.

Capterra reviewers highlight Intercom's effectiveness in customer-centric industries like SaaS and e-commerce. They appreciate its real-time communication and personalized interactions. Some wish certain features were available at lower price tiers.

Reddit sentiment is mostly positive, with users finding Intercom valuable for customer support when used responsibly. However, some criticize its complex pricing and missing features compared to alternatives like HelpScout.

Conclusions

When choosing the best sales reporting tool for your needs, consider factors like your team size, budget, desired features, and ease of use. Look for a platform that offers robust reporting capabilities, automation to save time, and integrations with your existing tools.

Among the top sales reporting tools in 2024, Bardeen, HubSpot Marketing Hub, and Pipedrive stand out for their powerful features and positive user reviews.

Bardeen's AI-powered automation and ability to connect with 100+ apps make it a top choice for streamlining sales workflows. Download and install Bardeen's Chrome extension, sign up for free, or start a 14-day free trial of premium features to experience its benefits firsthand.

HubSpot Marketing Hub offers a comprehensive suite of marketing and sales tools, while Pipedrive's visual pipeline and AI-powered insights help teams close more deals.

To optimize your sales reporting process and drive better results, try one of these top-rated tools today. With the right platform and a commitment to data-driven decision-making, you can take your sales performance to the next level.