Software designed for sales pipelines helps to organize your sales process, enabling you to close deals faster and accelerate your company's growth.
Sales pipelines provide a way to view all available opportunities during a specific point in your sales cycle. This information is valuable, especially when striving to meet your sales targets. However, for the pipelines to be effective, they should represent a well-organized and replicable process.
This article will discuss five different applications and platforms that offer sales pipelines. Each software will provide features and pricing plans to help you in your decision-making in choosing what's best for you.
1. Pipedrive
Suppose you're searching for a user-friendly tool to streamline your sales cycle. In that case, Pipedrive is a Kanban-style CRM that offers a visually appealing pipeline to help salespeople visualize the entire sales process from beginning to end.
This platform simplifies deal management by utilizing essential project management tools to consolidate complex information. Contacts can be managed by dragging and dropping them along the pipeline, which provides a comprehensive view of contacts, conversations, and scheduled sales activities.
Additionally, Pipedrive provides overview tools that allow you to assess the health of your sales process on a per-process level. The software is highly customizable, enabling users to visualize their specific sales reporting process. Teams can establish and name as many sales stages as they require and disable unnecessary features.
Moreover, Pipedrive integrates with PandaDoc, allowing users to add document production and e-signing capabilities to Pipedrive CRM, making it possible to manage end-to-end document workflows in one solution. This versatility makes it an excellent choice for companies seeking a simple, visible pipeline CRM tool that their entire team can use.
Features:
- Reporting and analytics
- Managing contacts
- Managing opportunities
- Setting and tracking goals
- Managing templates
Pricing:
- Essential – $12.50 per month
- Advanced – $24.50 per month
- Professional – $49.90 per month
- Enterprise – $74.90 per month
2. Active Campaign
Active Campaign is primarily recognized for its email marketing and outreach features, but it also delivers excellent CRM and sales automation tools.
The sales pipeline in Active Campaign is condensed into a drag-and-drop format, making it simple to use.
Additionally, task creation can be automated, and centralizing your data on a single platform simplifies working within Active Campaign.
Lead scoring is given top priority on this platform, and the ability to integrate with various outreach tools equips your team with everything needed to connect with customers and speed up the sales process.
Features:
- Robust sales and marketing automation
- Simplified lead capture forms
- Automation maps for enhanced workflow visibility
- Personalized landing page and form development
- Comprehensive reporting features
Pricing:
- Plus – $19.00 per month
- Professional – $49.00 per month
- Enterprise – talk to sales
3. Agile CRM
Agile is a popular CRM that is suitable for both large and small businesses. It features a user-friendly sales workflow that simplifies deal tracking with its drag-and-drop functionality.
The app offers repeatable pipelines, robust filtering tools for searching and sorting, and even predictive analytics to assist you in monitoring pipeline health and performance.
Despite most other brands charging a hefty price tag for similar features, Agile offers affordable pricing for every business. Even the free plan, which includes lead scoring and basic email marketing, will be sufficient for most small businesses.
Agile is an excellent starting point for anyone new to sales and pipeline management, given the extensive functionality it offers at a low cost.
Sales pipelines are integrated into the native app workflow, so you don't have to worry about viewing everything in a separate, standalone tool. Everything is part of your everyday process, making deal management easier than ever before.
Features:
- Feature-packed free and affordable plans
- Complete suites for sales, marketing, and support
- Appointment scheduling
- Personalized milestone generation
- Intuitive opportunity management with drag-and-drop functionality
Pricing:
- Free – $0.00
- Starter – $8.99 per month
- Regular – $29.99 per month
- Enterprise – $47.99 per month
4. Copper CRM
Copper offers a unique CRM and deal management approach by closely integrating with Google Workspace.
By sitting on top of Gmail, Copper enables users to manage deals and customer information directly from their inboxes, eliminating the need for copying and consolidating data.
This approach harnesses the power of Google and its native correspondence platform to streamline data entry and help businesses achieve their sales goals, making it a genuinely unique pipeline management tool.
Even though Copper works within Gmail, it still provides visual sales tools as part of its pipeline deals software.
Users can customize their deals pipeline and monitor every stage of the sales process without ever leaving their inbox, just like they would with other CRM tools.
Features:
- Customizable email templates
- Track email opens
- Suggest actions based on overall activity
- Monitor deal length for perspective on sales opportunities
- Drag-and-drop feature for moving leads between different funnel stages
- Reminder triggers to assist sales staff with easy follow-ups on potential clients
Pricing:
- Basic – $23.00 per month
- Professional – $49.00 per month
- Business – $99.00 per month
5. Insightly
Insightly's approach to pipeline management differs from other CRM tools. Instead of drag-and-drop sales pipelines, Insightly displays pipelines as part of the deals page, serving as a guide to where deals are within the sales process.
However, Insightly's pipeline management remains a crucial aspect of its sales process. You can create multiple pipelines to segment your audiences and automate tasks to generate as soon as a deal reaches a specific stage.
Once a deal begins, automated tasks are created and assigned to the sales representatives. Reps can then focus on completing their assignments and closing deals without getting overwhelmed with to-dos.
As soon as the opportunity moves to the next stage, Insightly generates a new set of tasks, ensuring the reps remain focused on the most important tasks that move deals forward.
Features:
- Efficient calendar and reminder system
- Advanced marketing automation capabilities
- Seamless integration with internal chat tools
- Accessible on the go through mobile devices
- Effective audience segmentation options
Pricing:
- Plus – $29.00 per user per month
- Professional – $49.00 per user per month
- Enterprise – $99.00 per user per month
Bottom-line
In conclusion, effective sales pipeline management is critical for businesses of all sizes to succeed in their sales efforts. The top sales pipeline management tools offer a range of features, from powerful automation to intuitive drag-and-drop interfaces, that enable businesses to streamline their sales process, track leads and opportunities, and close deals more efficiently.
By using these tools, businesses can gain insights into their sales performance, optimize their processes, and ultimately improve their bottom line. With so many options available, businesses can choose the sales pipeline management tool that best fits their unique needs and goals, and take their sales efforts to the next level.
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