13 Best Small Business Sales Management Software for 2024

Looking for the best small business sales management software to streamline your sales processes and boost productivity? We've curated a list of the top 13 tools, complete with key features, pros, cons, pricing, and real user reviews. Whether you need AI-powered insights, robust automation, or seamless integrations, you'll find a solution tailored to your needs. From industry leaders like Salesforce and HubSpot to affordable options like Pipedrive and Nutshell, discover the perfect fit for your small business. Automate your sales prospecting and find the sales management software that will take your team to the next level.

1. Bardeen

Bardeen is a powerful AI-driven browser extension that automates repetitive tasks across web apps, making it an excellent choice for small business sales management. With its ability to run automations 24/7 in the cloud and integrate with 100+ apps, Bardeen offers unmatched flexibility and efficiency in optimizing workflows. So why not sign up for free and see how Bardeen can help your small business thrive?

Key Features

Bardeen offers a range of features that make it a top choice for small business sales management:

• AI sales prospecting and automation
• Automated lead enrichment and qualification
• LinkedIn data scraper for extracting profile information
• Magic Box for AI-powered playbook creation

Popular Use Cases

• Automated lead generation and management
• Personalized outreach and follow-up automation
• AI email management and organization

Pros

• Integrates with 100+ apps for seamless workflow automation
• Ideal for teams with shared workflows and onboarding
• Pre-built playbooks and no-code builder for easy customization

Cons

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

Reviews

On Capterra, Bardeen has an overall rating of 4.5 out of 5, with users praising its ease of use, customer service, and value for money. 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 automation features. A user shared, "Bardeen solves the problem of manually doing repetitive tasks, which saves me a lot of time. Prices are also affordable."

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

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 versatile small business sales management tool that goes beyond the basics, give Bardeen a try. Download the Bardeen Chrome extension and start automating your workflows today with a 14-day free trial of premium features.

2. Salesforce

Salesforce is a leading customer relationship management (CRM) platform that offers a suite of AI-powered tools to streamline sales processes and drive revenue growth. It is included in this list of small business sales management software due to its robust feature set, including predictive lead scoring, personalized engagement, and advanced analytics. Salesforce's AI capabilities, such as Einstein AI, help small businesses optimize their sales strategies and maximize revenue opportunities.

Key Features

• Lead, account, contact, and opportunity management
• Forecast management and predictive AI
• Lead and opportunity scoring
• Einstein activity capture

These features are crucial for small businesses looking to effectively manage their sales pipeline, prioritize high-potential leads, and gain insights to drive sales growth.

Popular Use Cases

• Managing and tracking sales activities across the customer lifecycle
• Automating repetitive tasks and personalizing customer engagement
• Leveraging AI-powered insights to optimize sales strategies

Pros

• Robust predictive analytics capabilities
• Personalized engagement features
• Seamless integration with other Salesforce products

Cons

• Higher pricing compared to some alternatives
• Steeper learning curve for new users
• Additional costs for certain features like web services API

Pricing

• Starter Suite: $25 per user, per month, billed annually
• Professional: $80 per user, per month, billed annually
• Enterprise: $165 per user, per month, billed annually
• Unlimited: $330 per user, per month, billed annually

Reviews

On G2, Salesforce Platform has an average rating of 4.5 out of 5 stars from 1,980 reviews. Users praise its comprehensive features, customization options, and scalability.

Capterra reviewers give Salesforce Sales Cloud an overall rating of 4.0, highlighting its versatility, customization capabilities, and reporting features. Some note the learning curve and occasional performance issues with large datasets.

Reddit sentiment is generally positive, with users appreciating Salesforce's automation, integration capabilities, and data management. However, some mention the platform's complexity and costs as potential drawbacks.

3. Pipedrive

Pipedrive is an excellent choice for small businesses looking for an affordable sales management software with AI capabilities. It offers a range of features that make it easy to organize and manage your sales pipeline, automate repetitive tasks, and gain valuable insights into your sales performance.

Key Features

• Automate follow-up emails and tasks to ensure timely communication with leads and deals
• Customize your sales pipeline stages to match your unique sales process
• Get AI-powered insights and suggestions to optimize your sales activities
• Integrate with 400+ third-party apps to streamline your workflow

Popular Use Cases

• Manage and track all sales activities in one central location
• Automate repetitive tasks like data entry and follow-up emails
• Gain visibility into sales performance with customizable reports and dashboards

Pros

• Intuitive and user-friendly interface makes it easy to get started
• Affordable pricing plans for small businesses
• Robust mobile app for managing deals on the go

Cons

• Limited customization options compared to more advanced CRMs
• Reporting features may not be as comprehensive as some competitors

Pricing

• Essential Plan: $12 per user/month billed annually (about $14 billed monthly)
• Advanced Plan: $24 per user/month billed annually (about $29 billed monthly)
• Professional Plan: $49 per user/month billed annually (about $59 billed monthly)
• 14-day free trial available

Reviews

On Capterra, Pipedrive has an overall rating of 4.0 out of 5 based on 1,898 reviews. Users praise its ease of use, helpful automation features, and affordable pricing. One reviewer said "Pipedrive has solved the structure of the pipelines very nicely. Also the simple and simple structure."

G2 reviewers give Pipedrive an average of 4.3 out of 5 stars. A user noted "Pipedrive shows things in a easy to digest way, much easier to use and has more capabilities than our last with reporting, project management, and emails."

On TrustRadius, Pipedrive earned a score of 9.4 out of 10 based on 4 reviews. One user shared "Pipedrive is significantly better value than other CRMs but still has an easy-to-use interface. It became apparent that it was a great fit for our team at a cost we could afford."

4. HubSpot Marketing Hub

HubSpot Marketing Hub is an all-in-one inbound marketing software that helps businesses attract, engage, and delight customers. It's included in this list of best small business sales management software due to its robust features, ease of use, and seamless integration with sales and service tools.

Key Features

HubSpot Marketing Hub offers an array of features to fuel your entire marketing funnel:

• Lead capture and management tools to grow your database
• Email marketing, social media, and blog publishing to engage leads
• Marketing automation to nurture leads and drive conversions
• Analytics to measure and optimize campaign performance

Popular Use Cases

• Automating lead generation and nurturing email sequences
• Building landing pages and forms to capture leads
• Analyzing which marketing channels and campaigns drive the most revenue

Pros

• Intuitive interface that's easy for teams to learn and adopt
• Tight integration with HubSpot CRM and Sales Hub
• Extensive knowledge base and customer support

Cons

• Higher price point compared to some competitors
• Reporting can have a learning curve for advanced insights
• Some automation sequences can be complex to set up

Pricing

• Starts at $45/month for Starter plan (1,000 marketing contacts)
• Professional plan at $800/month (2,000 marketing contacts)
• Enterprise plan at $3,200/month (10,000 marketing contacts)
• Free tools and trial available

Reviews

G2 users give HubSpot Marketing Hub an average rating of 4.3 out of 5 stars. Many praise its user-friendly interface, time-saving automation, and seamless integration with sales tools. Some note a learning curve with advanced features.

On Capterra, HubSpot Marketing Hub has an overall rating of 4.5 out of 5. Reviewers highlight the platform's email and social media capabilities for lead nurturing. A few mention that the pricing model based on contacts can become expensive.

Across Reddit, users appreciate HubSpot's comprehensive marketing suite and CRM integration. However, some feel the cost can be prohibitive for smaller businesses and that it takes time to fully utilize all the features. Overall, HubSpot Marketing Hub is seen as a robust all-in-one solution for businesses ready to invest in growth.

5. Insightly

Insightly is an analytical CRM platform with native integrations to Gmail and Google Workspaces. It streamlines workflow for businesses already using these tools while providing lead qualification, task management, and marketing automation capabilities.

Key Features

Insightly offers several standout features that make it a top choice for small business sales management software:

• Automatically capture and store customer data
• Qualify leads based on desired characteristics
• Manage sales tasks and automate marketing campaigns
• Generate customizable reports and dashboards

Popular Use Cases

• Growing a business's LinkedIn presence and network
• Tracking sales interactions and managing customer relationships
• Generating insights for sales teams with customized reporting

Pros

• Seamless integration with Gmail and Google Workspaces
• Easy to customize fields, page layouts, and workflows
• Mobile apps enable teams to access data on the go

Cons

• Reporting dashboards can be difficult to set up
• Limited advanced analytics compared to specialized platforms
• Higher priced plans required to access premium features

Reviews

On G2, Insightly has an average rating of 4.2 out of 5 stars from 897 reviews. Many users praise its intuitive interface and exceptional customer support.

Capterra reviewers give Insightly an overall rating of 4.0, highlighting its customizability and time-saving automation. Some noted minor UX issues.

Reddit and TrustRadius users find Insightly effective for managing customer relationships when customized to their needs. The consensus is it provides good value, especially for businesses using Google Workspace.

Pricing

• Plus: $29/user/month
• Professional: $49/user/month
• Enterprise: $99/user/month
• 20% discount for annual billing
• 14-day free trial available

6. Nimble CRM

Nimble CRM is an excellent choice for small business sales management software due to its ability to unify contacts from various business tools into one comprehensive database. With Nimble CRM, you can easily enrich your contacts with social and business data, streamlining your contact management process.

Key Features

Nimble CRM offers several key features that make it well-suited for small business sales management:

• Predictive analysis to forecast future sales trends and performance
• Sales forecasting tools that use past data to predict revenue
• Opportunity management features to track and manage potential sales
• Interaction tracking to monitor and record customer interactions

Popular Use Cases

• Unifying contacts from various tools into a centralized database
• Enriching contact profiles with social and business data
• Managing sales pipelines and deals across the team

Pros

• Ability to unify contacts from multiple sources
• Robust contact enrichment with social and business insights
• Customizable pipelines and workflow management

Cons

• Limited customization options for more advanced use cases
• Higher price point compared to some alternatives

Pricing

• $29.90 per user/month billed monthly
• $24.90 per user/month billed annually (save 20%)
• 14-day free trial available

Reviews

On Capterra, Nimble CRM has an overall rating of 4.0 out of 5. Users praise its ease of use, helpful automation, and time-saving benefits. Some noted the learning curve and desire for more robust integrations.

G2 reviews show users find Nimble CRM an excellent platform for engaging contacts and uncovering opportunities. It earned 4.5 out of 5 stars with reviewers highlighting the ability to easily connect with leads and stay organized.

Feedback on Reddit indicates solo entrepreneurs and sales teams benefit from Nimble CRM's contact management, automation, and ability to scale personalized outreach. Users appreciate features like the browser extension and group messaging.

7. Copper

Copper is a CRM platform built specifically for small businesses using Google Workspace. Its seamless integration with Google apps and focus on simplifying sales analytics make it a strong choice for SMBs looking to better understand their sales data without getting overwhelmed by complexity.

Key Features

• Sales pipeline management to visualize deals
• Interaction tracking to monitor customer communications
• Customizable reports to get insights that matter most
• Lead qualification to prioritize high-value prospects

These features enable businesses to gain a clearer picture of their sales process and identify opportunities for improvement.

Popular Use Cases

• Centralizing all customer data and interactions in one place
• Automating data capture as deals progress through the pipeline
• Generating reports to track sales performance against goals

Pros

• Seamless integration with Google Workspace apps
• Visual pipeline tool makes tracking deals intuitive
• Customizable reporting to get the exact insights needed

Cons

• Limited scalability for larger enterprises
• Email marketing features only available on upper tiers
• Pricing on the higher end compared to some alternatives

Pricing

• Starter plan: $23/user/month billed annually
• Professional plan: $59/user/month billed annually
• Business plan: $99/user/month billed annually
• 14-day free trial available

Reviews

On Capterra, Copper has an overall rating of 4.0 out of 5. Users praise its automation capabilities and Google integrations, though some note a learning curve.

G2 reviewers give Copper an average 4.3 out of 5 stars. Positive reviews highlight the ability to track everything related to a client in one place. Some criticize customer support and occasional software glitches.

Sentiment on Reddit is mostly positive, with users finding Copper well-suited for agencies and those heavily using Google Workspace. They appreciate the visual pipeline and customization options. However, some feel the pricing is a bit high for very small teams or solo users.

8. Nutshell

Nutshell is an all-in-one CRM and email marketing platform designed for B2B organizations. It stands out as a top small business sales management software due to its robust sales analytics and reporting capabilities, which allow businesses to identify areas for improvement in their sales pipeline and accurately forecast future sales trends.

Key Features

Nutshell's key features make it a valuable tool for small business sales teams:

• Sales forecasting to predict future revenue
• Performance metrics tracking to monitor sales effectiveness
• Prospecting tools to identify and qualify leads
• Marketing automation to streamline campaigns

Popular Use Cases

• Automating personalized outreach and follow-up messages
• Managing leads and tracking campaign performance
• Generating insightful sales reports and analytics

Pros

• Integrates with a variety of common business apps
• Intuitive interface that is easy to navigate and use
• Responsive customer support and onboarding assistance

Cons

• Limited scalability for larger enterprises
• Some advanced features have a learning curve
• Pricing can add up with multiple users and add-ons

Pricing

• Starter plan at $16 per user/month
• Pro plan at $42 per user/month
• 14-day free trial available for all plans

Reviews

On Capterra, Nutshell has an overall rating of 4.0 out of 5 from 15 reviews. Users praise its automation capabilities, intuitive interface, and helpful customer support. Some note minor UX issues and a learning curve for certain features.

G2 reviewers give Nutshell an average 4.3 out of 5 stars. Customers highlight how it has transformed their lead management and sales processes. A few mention the mobile app and reporting could be improved.

9. Freshworks

Freshworks offers an AI-powered sales CRM software called Freshsales that is well-suited for running smart sales campaigns and planning sales processes through Kanban views. With features like AI-powered insights for superior lead tracking and automated tasks such as sending welcome emails and setting call reminders, Freshsales helps small businesses close deals faster.

Key Features

Freshsales offers several features that make it a great small business sales management software:

• Freddy AI provides deal recommendations to avoid bottlenecks
• Automates mundane tasks like sending emails and setting reminders
• AI-powered insights for better lead tracking

Popular Use Cases

• Running smart sales campaigns with AI assistance
• Planning sales processes using Kanban views
• Automating repetitive tasks to save time

Pros

• AI features help close deals faster
• Automates many time-consuming sales tasks
• Provides valuable insights for smarter lead tracking

Cons

• Some users report slow customer service
• Documentation can be inaccurate at times
• Limitations with integrations and data exports

Pricing

• Growth plan starts at $15/user/month billed annually (about $11/month)
• Pro plan is $39/user/month billed annually (about $48/month)
• Enterprise plan is $59/user/month billed annually (about $72/month)
• 21-day free trial available

Reviews

On Capterra, a user praised Freshdesk (Freshworks' helpdesk product) saying it "is packed full of features" with "a free plan that is sufficient for many users." They noted it "does knowledge base, tickets, chat, and AI bots very well." However, the user disliked that "you are forced to upgrade to the next plan to unlock additional features beyond the basics."

G2 reviewers give Freshservice (Freshworks' ITSM product) high marks, with one calling it a "reliable and flexible ITSM tool" that offers "a plethora of features that simply were not available within our on-prem software." Reviewers appreciated the easy implementation but noted the level 1 support "could use some additional training."

On Reddit, users discussed Freshdesk with mixed opinions. One said "we had a terrible experience with them" and "no one responds even after a week" to support requests. Another recommended alternatives like Zoho CRM and Bitrix24 as "cost effective" options that "can handle a lot of features." Overall, Redditors advised carefully evaluating Freshworks' AI features before committing.

10. Zoho

Zoho is a comprehensive cloud software suite that offers a wide range of business applications, including CRM, marketing automation, project management, and finance tools. Zoho's AI-powered sales assistant, Zia, is a standout feature that makes it an excellent choice for small businesses looking to streamline their sales processes and boost productivity.

Key Features

• AI-powered sales insights and predictions
• Multichannel communication automation
• Customizable dashboards and reporting
• Seamless integration with other Zoho apps

Zia leverages AI to analyze sales data, identify trends, and provide actionable insights to help sales teams make informed decisions. It can predict deal outcomes, suggest the best times to reach out to prospects, and even draft personalized emails based on past interactions.

Popular Use Cases

• Automating lead nurturing and follow-up
• Optimizing sales forecasting and pipeline management
• Personalizing customer engagement across multiple channels

Pros

• Comprehensive suite of integrated business apps
• Affordable pricing plans for small businesses
• Robust customization options and third-party integrations

Cons

• Initial learning curve due to extensive features
• Some advanced AI capabilities limited to higher-tier plans

Pricing

• Free plan available for small businesses
• Standard: $18 per user/month billed monthly, or $12 per user/month billed annually
• Professional: $30 per user/month billed monthly, or $20 per user/month billed annually
• Enterprise: $45 per user/month billed monthly, or $35 per user/month billed annually

Reviews

On Capterra, users praise Zoho CRM's customization options, affordability, and seamless integration with other Zoho apps. It has an overall rating of 4.0, with ease of use, customer service, and features all scoring above 4.0.

G2 reviewers highlight Zoho's user-friendly interface, responsive customer support, and comprehensive feature set. Zoho CRM has an average rating of 4.1 out of 5 stars, with 76% of users giving it a 5-star rating.

On Reddit, users appreciate Zoho One's cost-effectiveness and extensive app ecosystem, noting that while individual modules may not be best-in-class, the integrated suite offers excellent value for small businesses. However, some mention a learning curve and occasional glitches.

11. Zendesk

Zendesk is a comprehensive customer service solution that offers a range of tools to help small businesses manage their sales processes efficiently. With features like ticketing, multi-channel support, and AI-powered automation, Zendesk streamlines customer interactions and enables teams to deliver exceptional service.

Key Features

Zendesk's key features make it a strong contender for small business sales management:

• Omnichannel support for seamless customer interactions across email, chat, voice, and social media
• Customizable ticketing system to track, prioritize, and resolve customer inquiries efficiently
• AI-powered automation and self-service options to deflect tickets and speed up resolution times
• Robust reporting and analytics to gain valuable insights into team performance and customer needs

Popular Use Cases

• Streamlining customer support operations and improving response times
• Enabling sales teams to manage leads, deals, and customer data in a centralized platform
• Leveraging AI-powered tools to automate repetitive tasks and enhance agent productivity

Pros

• Comprehensive feature set that scales with business growth
• Intuitive interface and easy setup, reducing time-to-value
• Extensive app marketplace for seamless integrations with third-party tools

Cons

• Higher pricing tiers required to access advanced features like AI and custom analytics
• Some users report a learning curve when setting up complex workflows
• Mobile app functionality may be limited compared to desktop version

Reviews

On G2, Zendesk Sell has an average rating of 4.2 out of 5 stars from 485 reviews. Users praise its automation capabilities, ease of use, and ability to centralize customer data for more informed decision-making.

Capterra reviewers give Zendesk Sell an overall rating of 4.0, highlighting its lead and deal management features. Some note that the pricing structure can be challenging for smaller businesses and that reaching customer support can be tricky at times.

Reddit sentiment suggests that while Zendesk is a powerful tool, it may be better suited for IT helpdesk environments rather than sales-focused processes. Users appreciate features like the automation and integration possibilities but find that adapting it for sales workflows can be cumbersome.

Pricing

• Suite Team: $49/agent/month billed annually
• Suite Growth: $79/agent/month billed annually
• Suite Professional: $99/agent/month billed annually
• Suite Enterprise: $150/agent/month billed annually
• All plans offer a free trial

12. Capsule

Capsule is a valuable addition to this list of small business sales management software due to its ability to forecast sales pipeline value and track activity across teams. With Capsule's drag-and-drop visual sales pipeline, businesses can easily categorize leads under different labels and monitor their progress. The platform also provides insightful reporting features, allowing users to analyze key metrics like notes, meetings, calls, and emails.

Key Features

Capsule's key features make it a strong contender for small businesses looking to improve their sales analytics:

• Sales trend analysis to identify patterns and opportunities
• Source tracking to determine the origin of leads and sales
• Graphical data representation for easy interpretation
• Lead qualification to prioritize promising prospects

Popular Use Cases

• Tracking sales activity and performance across teams
• Forecasting future revenue based on current pipeline data
• Identifying top lead sources and optimizing marketing efforts

Pros

• Intuitive drag-and-drop sales pipeline for easy visualization
• Customizable reporting to focus on key metrics
• Integrates with popular tools like QuickBooks and Xero

Cons

• Limited advanced analytics compared to specialized platforms
• Learning curve for some users to fully utilize all features

Pricing

• Starts at $18/user/month billed annually ($21/month billed monthly)
• 14-day free trial available
• Discounts for annual billing on all plans

Reviews

On G2, Capsule has an average rating of 4.7 out of 5 stars from over 300 reviews. Users praise its effortless usability and revolutionary impact on their businesses.

Capterra reviewers give Capsule CRM an overall rating of 4.0, highlighting its ability to convert more leads into customers. Some noted minor UX issues but appreciate the automation of drip campaigns.

"Capsule has revolutionized our business, allowing us to add key company information in one place and make it available to everyone within the business."

13. Salesmate

Salesmate is a CRM platform that stands out for its flexibility, customization options, and affordability, making it an excellent choice for small business sales teams. With a range of built-in tools and high customization capabilities, Salesmate offers a cost-effective solution that adapts to the unique needs of each business.

Key Features

Salesmate's key features focus on automating tasks and providing insights:

• Automate tasks like deal assignment and date-based communication with Workflows
• Put follow-ups on autopilot with personalized Sequences
• Get a personal AI assistant to schedule meetings, draft emails, and add notes
• Gain actionable insights from Dashboards, Custom Reports, and Analytics

Popular Use Cases

• Streamlining sales processes to focus reps on closing deals
• Automating follow-ups and outreach with targeted emails and texts
• Generating leads with web forms, chatbots, and marketing campaigns

Pros

• Intuitive platform that is easy to customize for each team's needs
• Extensive automation capabilities to eliminate manual work
• Built-in tools for calling, texting, live chat and more

Cons

• Reporting dashboards sometimes have issues loading properly
• Keeping up with all the features has a learning curve

Pricing

• Starts at $12/user/month for the Basic plan
• $24/user/month for the Growth plan with added customization and automation
• $40/user/month for the Boost plan with full features
• 14-day free trial, no credit card required

Reviews

On Capterra, Salesmate has an overall rating of 4.0 out of 5. Users praise its ease of use, customization options, and responsive customer support. Some note minor UX issues.

G2 reviews highlight Salesmate as a good CRM option for startups and small businesses, with an average rating of 4.6 out of 5 stars. Reviewers appreciate features like the email templates and tracking.

Feedback on Reddit suggests Salesmate is an effective platform for lead generation and sales automation when budget is a factor. Users find it offers good value and customization for the price compared to alternatives.

Conclusions

Choosing the best small business sales management software depends on your specific needs, budget, and desired features. Key factors to consider include ease of use, automation capabilities, customization options, integrations, and pricing.

Among the top contenders are Bardeen, Salesforce, and Pipedrive. Bardeen stands out for its AI-powered automation, extensive integrations, and user-friendly interface. It's an excellent choice for businesses looking to streamline workflows and boost productivity. Download the Bardeen Chrome extension and start your 14-day free trial of premium features to experience its benefits firsthand.

Salesforce offers robust analytics and AI-driven insights, while Pipedrive provides an intuitive platform with affordable pricing. Ultimately, the best fit will depend on your team's unique requirements and goals.

To get started, we recommend trying out one of these top-rated tools. Sign up for a free trial or take advantage of free plans to explore the features and see how they can transform your sales process. Don't forget to install the Bardeen Chrome extension to unlock powerful automation capabilities and take your sales management to the next level.