
20 Best Sales Management Software for B2B Teams in 2025
Apr 30, 2025
Apr 30, 2025

Dmytro Chervonyi
CMO at Forecastio
Last updated
Apr 30, 2025
Reading time
12 min
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Table of Contents




Quick Take
Quick Take
Companies using AI-powered sales tools close deals 30% faster and see 50% more leads.
Top sales manager software in 2025 must have five key features: Advanced forecasting, pipeline tracking, CRM integration, mobile access, and real-time dashboards.
Before buying, audit your current process to find bottlenecks and list must-have features.
Test software with a pilot group first.
Train your team properly – assign power users to help others.
Keep data clean by setting clear entry standards.
Choose software that grows with you.
Compare costs beyond just the subscription fee, including training and implementation.
Companies using AI-powered sales tools close deals 30% faster and see 50% more leads.
Top sales manager software in 2025 must have five key features: Advanced forecasting, pipeline tracking, CRM integration, mobile access, and real-time dashboards.
Before buying, audit your current process to find bottlenecks and list must-have features.
Test software with a pilot group first.
Train your team properly – assign power users to help others.
Keep data clean by setting clear entry standards.
Choose software that grows with you.
Compare costs beyond just the subscription fee, including training and implementation.
Introduction
Looking for the best sales management software to streamline your sales process and improve team performance? You’re not alone. As more businesses look for smarter ways to close deals, manage customer relationships, and track team performance, the demand for sales management software is growing rapidly. Whether you're a growing startup or an established company, having the right sales team management software can be the difference between hitting or missing your sales targets.
In this guide, we’ll break down what sales management software is, its benefits, how to choose the right solution, and why platforms like Forecastio are becoming essential tools for B2B sales leaders.
What is Sales Management Software?
Sales management software refers to a broad category of digital tools designed to help businesses manage their sales teams, improve sales performance, and grow revenue. It includes everything from CRM systems to specialized tools for sales forecasting, pipeline management, performance tracking, and commission management.
While some platforms combine multiple capabilities into one sales management system, in most cases, companies use a set of integrated tools to manage different parts of the sales process. Choosing the right sales management tools depends on your goals, team structure, and sales model.
Common types of sales management software:
CRM software – for organizing customer and lead data, managing interactions, and tracking deals (e.g., HubSpot, Salesforce)
Sales forecasting tools – for predicting revenue based on pipeline data, deal stages, and historical trends
Sales performance management software – for tracking rep activity, measuring KPIs, and improving accountability

Sales pipeline management software – for visualizing and managing opportunities across deal stages
Sales compensation tools – for automating commission calculations and managing incentive plans
Sales enablement platforms – for supporting sales reps with training, playbooks, and content
Sales analytics software – for generating reports, dashboards, and actionable insights
Some platforms, like Forecastio, combine several of these functions. Forecastio enhances HubSpot CRM for sales teams by adding powerful forecasting models, pipeline health insights, and performance analytics — all designed to help sales managers detect issues early and improve sales efficiency.
Whether you're looking for a full sales management CRM systems or tools to fill gaps in your stack, it's essential to choose solutions that align with your sales strategy, team size, and growth plans.
Benefits of Sales Management Software
Using the best software for sales management can completely transform the way your sales department operates. It enables better decision-making, enhances visibility, and improves team coordination — all critical for driving consistent sales success.
Key benefits include:
Better visibility into the sales pipeline: Track deals, identify bottlenecks, and improve pipeline management.
Increased sales efficiency: Automate repetitive tasks, reduce manual work, and save time for selling.
Improved team performance: Get a real-time view of individual and team productivity with sales metrics.
Enhanced forecasting: Use real data to forecast future sales and set achievable sales goals.
Stronger customer relationships: Manage interactions, track customer lifetime value, and build loyal customers.
More informed decisions: Leverage sales data and key metrics to guide your sales strategies.
If you're managing a small or mid-sized sales team, choosing a sales management software for small business that avoids the complexity of enterprise tools can help you grow more efficiently.

How to Choose the Right Sales Management Software
Choosing the best sales management software isn’t just about features, it’s about finding tools that fit your team, your process, and your goals. Whether you’re selecting a standalone CRM for sales teams or building a full sales management system, the right solution should align with how your team sells and scales with your business.
Here are key factors to consider when evaluating software to manage sales teams:
1. Fit with your sales process
Your software should support how your team already works or help improve it without forcing dramatic changes.
Does it align with your sales cycle length and complexity?
Can it support how you manage your sales pipeline, sales calls, and customer interactions?
Does it work well for your type of sales team—inbound, outbound, hybrid?
2. Core and extended functionality
Look for both essential tools and features that support growth.
Must-haves: Contact management, deal tracking, pipeline visibility, sales metrics, and mobile access
Good to have: Sales forecasting, performance dashboards, commission tracking, goal management, and sales analytics
Optional: Lead generation, sales training modules, and integration with marketing tools
3. Ease of use and team adoption
No matter how powerful a tool is, it’s only effective if your team actually uses it.
Is the interface intuitive for both sales reps and sales managers?
Can it be updated quickly after meetings or on a mobile device?
Does it help reduce repetitive tasks and administrative workload?
4. Integration with your existing tools
Your sales management platform should work seamlessly with your existing tech stack not create extra friction. Make sure it integrates with the tools your team already uses daily.
Can it connect to your current CRM for sales management, communication apps, or project management platforms?
Does it allow smooth syncing of customer data, pipeline stages, and performance metrics?
📌 For example, Forecastio integrates directly with HubSpot, enhancing it with more advanced sales forecasting, pipeline health insights, and sales performance tracking giving sales leaders a much clearer view of what’s working and where things might go off track.
5. Scalability and flexibility
Choose a solution that works now and grows with you.
Can the platform scale with a growing team or more complex sales processes?
Are features modular or flexible enough to adapt as your needs evolve?
6. Support, training, and reliability
Is onboarding fast and smooth?
Is there reliable support and documentation available?
Do you get regular updates and improvements?
By focusing on usability, alignment with your sales model, and long-term flexibility, you can choose a sales management software that helps drive consistent performance, not just manage tasks. Whether you're building a stack of B2B sales tools or looking for an all-in-one platform, the goal is the same: better visibility, smarter decisions, and more closed deals.
To understand how top commission management platforms stack up, read our in-depth comparison: Spiff vs. CaptivateIQ.
Best 20 sales management tools 2025
Now that we’ve covered the features, let’s look at the best sales management software solutions for 2025:
HubSpot Sales Hub: Inbound sales solution

HubSpot Sales Hub is a critical component of modern sales tech stacks, offering a full suite of tools that integrate with HubSpot's marketing and service offerings.
The platform shines by combining robust sales automation tools with an incredibly intuitive interface. It's a great choice for teams of all skill levels, and recent updates featuring conversation intelligence and advanced analytics have turned it into a sales performance management powerhouse.
Pros:
Tight integration with HubSpot CRM and Marketing Hub
Intuitive interface with low learning curve
Advanced email tracking and templating
Built-in meeting scheduling
Conversation intelligence
HubSpot Sales Hub is perfect for SMBs and mid-market companies already invested in the HubSpot ecosystem.
While it's a great starting point, many organizations find that adding specialized tools like Forecastio helps them manage sales performance more effectively. Combining HubSpot Sales Hub with Forecastio provides advanced forecasting, pipeline management, and sales capacity planning features to drive strategic growth initiatives.
For a closer look at how Attio stacks up against HubSpot as a CRM, explore our in-depth analysis: Attio vs. HubSpot.
2. Enhance HubSpot with Forecastio

If you’re using HubSpot as your CRM, you already have a solid foundation for managing contacts, deals, and pipelines. But when it comes to advanced forecasting, pipeline analysis, and performance visibility, many sales leaders quickly hit the limits of what HubSpot offers out of the box.
That’s where Forecastio steps in.
Forecastio enhances HubSpot with all the capabilities a sales leader needs to track performance, identify risks, and forecast revenue without the need to build complex, time-consuming, or costly custom reports.
With Forecastio, you can:
Go beyond basic dashboards with dynamic sales forecasting based on the current pipeline and historical data
Instantly spot risky deals (stuck, slipping, or missing key fields) before they derail your quarter
Monitor rep performance, activity levels, and conversion rates at every stage
Analyze pipeline trends over time and detect gaps
Conduct more effective 1-on-1s and pipeline reviews with real insights, not spreadsheets
Create sales plans, what-if scenarios and set realistic sales targets based on data not intuition.
Forecastio plugs into your HubSpot CRM in minutes and turns static data into actionable guidance. For teams that want more clarity, control, and confidence without adding tools or admin work Forecastio delivers exactly what modern sales leadership needs.
Unlock advanced forecasting and pipeline insights in HubSpot with Forecastio — Book a demo.
Salesforce Sales Cloud: CRM and sales management for enterprises

Salesforce Sales Cloud remains the gold standard for enterprise CRM, offering unparalleled customization and a vast marketplace of third-party apps.
Einstein AI capabilities have transformed the way large enterprises approach sales intelligence and forecasting. Robust workflow automation tools help manage complex sales processes at scale, and a new focus on industry-specific cloud solutions enhances its value for companies with specialized needs.
Features:
Full CRM functionality
Einstein-powered intelligence for predictive analytics
Highly customizable to fit any sales process
Massive ecosystem of third-party integrations and apps
Salesforce is perfect for large enterprises with unique needs and the resources to implement and maintain the system. It does require dedicated admin time to set up and configure.
Empower your sales team — use our Sales Rep Commission Calculator to quickly calculate commissions and ensure fair, transparent payouts.
Pipedrive: Visual pipeline management

Pipedrive revolutionized pipeline management with its engaging, visual interface. It's a game-changer for sales teams of all sizes who struggle to manage their process.
The platform's AI-powered sales assistant prioritizes activities and identifies top opportunities to close. Automation tools help handle time-consuming tasks, and a mobile-first design ensures your team stays productive on-the-go. Pipedrive also features robust offline access and syncs quickly when you get back online.
Pros:
Visual pipeline management for clear focus
AI-powered sales assistant for activity prioritization
Highly customizable workflows and automation
Robust mobile app with offline access
Pipedrive is ideal for small businesses and teams who want a simple, visual sales management tool. It lacks some features of enterprise solutions, but its ease of use and intuitive interface are major advantages.
For a detailed look at how HubSpot compares with Pipedrive, read our comprehensive comparison.
Outreach: Sales engagement optimization

Outreach is committed to helping teams optimize their outbound sales processes and engagement strategies.
Pros:
Sales engagement and outreach with multi-channel orchestration
Revenue intelligence for strategic sales decisions
Conversation intelligence to elevate sales dialogues
Outreach is perfect for B2B companies executing outbound sales strategies and account-based marketing initiatives. It has a high learning curve and a higher price point, but can be incredibly effective for organizations that buy into its process.
Creatio: No-code CRM and workflow automation

Creatio offers CRM products for marketing, sales, and service. Its sales automation offering is powered by a unique combination of no-code and GenAI tools to help organizations automate sales workflows without coding and achieve remarkable time-to-value.
Pros:
Unified no-code platform to automate customer engagements;
No-code tools for easy customization and app creation
Creatio Copilot and AI-powered predictive scoring and forecasting
Industry-specific solutions for 20+ verticals
Creatio is ideal for organizations looking to automate and optimize the entire customer journey from marketing to sales to service. Its no-code platform allows for rapid and easy customization and app creation without heavy IT involvement.
7. Salesloft: Sales engagement and automation

Salesloft is leading the way in sales management software, offering a unique combination of sales engagement and sophisticated sales process automation.
The platform's AI-powered insights help sales managers monitor key metrics and make data-driven decisions about their sales strategy. Multi-channel engagement tools ensure consistent customer interactions, and sales leaders appreciate its robust reporting and analytics. Sales reps love Salesloft's contact database and sales workflow automation features, which help organize customer information and guide the sales process with intelligent sales tracking and automated workflows.
Pros:
AI-powered analytics and engagement tracking to drive sales performance
Cadence management for optimizing customer relationships
Multi-channel communication with automated workflow
Robust coaching features and team performance analytics
Best for: B2B sales teams who need a sales management platform to increase sales productivity. Salesloft helps sales leaders coach their teams to success while maintaining data-driven sales processes and strong customer relationships.
8. Clari: Revenue intelligence and forecasting

Clari is a leading sales management software solution, offering a unique combination of revenue intelligence and sales engagement tools.
The platform's AI-powered analytics help sales managers predict outcomes and spot risks, while providing unparalleled insights into customer relationships and pipeline health. Sales teams appreciate its automated sales activity tools, key metric tracking, and accurate forecasting. Clari's comprehensive sales analytics provide a 365-degree view of your sales performance to identify areas for improvement and opportunity.
Pros:
AI-powered forecasting and revenue intelligence
Automated activity capture and risk detection
Pipeline analytics and visibility
Real-time performance tracking and team analytics
Best for: Enterprise sales teams who need a sales management platform to increase forecast accuracy and sales efficiency. Clari helps sales leaders make data-driven decisions while maintaining visibility into team performance and customer relationships.
Looking for Clari alternative? Read this article about top Clari alternatives and competitors..
9. DealHub: Revenue platform for high-performing sales teams

DealHub is changing the game for sales teams and their managers with its sales management system. The platform helps sales managers implement successful sales strategies with guided selling and intelligent playbooks. Its CPQ tool streamlines the complex quoting process, and sales leaders appreciate its sales trend tracking and performance insights.
Pros:
Guided selling workflows and intelligent playbooks
Advanced CPQ and contract lifecycle management
Real-time analytics for deal tracking and pipeline visibility
Comprehensive content management and sharing
Best for: B2B sales teams who need the right sales management software to streamline complex sales processes. DealHub helps high-performing sales teams close deals faster while maintaining strong customer relationships.
10. Revenue Grid: AI-powered revenue intelligence

Revenue Grid offers a unique combination of sales management tools and AI-driven revenue intelligence to help sales teams make informed, data-driven decisions.
The platform's customer interaction analysis provides actionable recommendations to boost sales productivity. Sales managers appreciate its comprehensive sales tracking and pipeline management features, which help organize customer information and provide accurate sales forecasts.
Pros:
Revenue intelligence and predictive analytics
Guided selling with next-best-action recommendations
Pipeline visibility and forecasting
Relationship intelligence tracking
Best for: Enterprise sales teams who need sales mgmt software to increase sales efficiency. Revenue Grid helps sales leaders optimize their sales process while maintaining visibility into key metrics.
11. Membrain: Complex B2B sales platform

Membrain is a sales management system with a unique focus on complex B2B sales. The platform helps sales teams implement effective sales strategies and processes.
It's designed to help sales managers create and execute complex sales processes that reflect their unique approach and customer journey maps. Membrain's sales coaching and enablement features support reps in maintaining consistent performance while nurturing customer relationships.
Pros:
Dynamic sales process design and workflow management
Sales enablement and coaching tools
Pipeline analytics and forecasting
Performance tracking and team management
Best for: B2B organizations with complex sales cycles who need robust sales management software. Membrain helps sales leaders coach consistent performance while maintaining strong customer relationships.
12. Spotio: Territory management and field sales software

Spotio is changing the way sales teams manage their territory and customer relationships with its mobile-first field sales software. The platform helps sales teams organize customer data and manage multiple sales pipelines on-the-go. Field sales operations thrive with Spotio's territory management features and real-time sales tracking.
Sales managers appreciate its location-based insights and ability to track team performance. The platform's real-time activity monitoring helps identify top performers and areas for improvement.
Pros:
Territory mapping and route optimization
Real-time field sales activity tracking and reporting
Mobile-first CRM with offline access
Automated lead management and distribution
Best for: Field sales teams who need simple sales management tools to increase sales productivity. Spotio helps sales leaders maintain strong customer relationships while improving sales efficiency through data-driven territory management.
Trying to choose between SalesRabbit and Spotio? Read our in-depth comparison to find the best fit for your sales team’s needs.
13. Veloxity: AI-driven sales performance platform

Veloxity is a sales management solution that leverages AI to enhance sales processes and forecasting in complex B2B environments. The platform helps sales departments track key metrics and manage customer relationships with intelligent automation and advanced analytics that exceed basic CRM capabilities.
Its data-driven approach helps sales teams focus on high-priority opportunities while maintaining efficient sales operations. Veloxity's customizable dashboard and workflow features enable sales leaders to tailor the platform to their unique needs and sales strategies.
Pros:
AI-powered sales analytics and forecasting
Pipeline and deal management
Automated sales activity tracking
Custom sales process modeling
Best for: Organizations who need sales team management software to increase sales performance. Veloxity helps sales managers make data-driven decisions while streamlining their sales process.
14. InsightSquared: Revenue intelligence and analytics

InsightSquared offers robust sales analytics and forecasting capabilities to help sales teams make better decisions with data-driven insights.
The platform transforms complex sales data into actionable intelligence that sales managers can use to improve team performance and pipeline management. Its seamless CRM integration makes it an ideal choice for organizations looking to supplement their sales management capabilities without disrupting their current workflow.
Pros:
Revenue analytics and forecasting
Customizable sales performance dashboards
Automated pipeline analysis and risk detection
Team performance benchmarking
Best for: Data-driven sales organizations who need advanced analytics to increase sales efficiency. InsightSquared helps sales leaders optimize their sales process while maintaining accurate forecasting and performance tracking.
15. Spiro: AI-powered sales assistant

Spiro is a sales optimization software that offers a unique AI-powered sales assistant to help sales teams manage their customer relationships and sales activities. The platform automates administrative tasks and provides intelligent recommendations to boost sales productivity. Sales reps can focus on closing deals instead of data entry and manual reporting.
Pros:
Proactive AI-powered sales assistance
Automated CRM data entry and enrichment
Intelligent opportunity and relationship tracking
Advanced sales analytics and reporting
Best for: Sales teams who need an intelligent sales management solution to automate administrative tasks. Spiro helps sales reps increase productivity while maintaining accurate customer information.
16. Close: High-velocity sales platform

Close is a opportunity management software solution that focuses on empowering inside sales teams with a highly efficient, communication-centric platform. The software eliminates customer interaction hassles by integrating calling, email, and SMS capabilities directly into its sales management system.
It's perfect for high-volume sales operations that need to move quickly and maintain consistent customer engagement. Close's emphasis on speed and efficiency, combined with powerful automation features, helps sales teams reduce administrative overhead and focus on what matters most –– closing deals.
Pros:
Integrated calling, email, and SMS capabilities
Automated lead management and follow-up
Custom activity reporting and analytics
Smart view creation for pipeline management
Best for: Inside sales teams who need an efficient sales management solution with integrated communication tools. Close helps sales leaders coach their teams to success while maintaining strong customer relationships through streamlined workflows.
Choosing the right CRM is critical for optimizing your sales process. See how HubSpot stacks up against Close in our article on Close vs. HubSpot.
17. Nutshell: Intuitive sales automation platform

Nutshell is a sales management software solution that's easy to use and even easier to love. The platform automates sales processes and provides tools to help sales teams manage customer relationships and close deals.
The intuitive interface is designed for rapid adoption, and its lightweight footprint makes it easy to implement and learn. Sales managers appreciate its ability to automate routine tasks while providing clear visibility into team activities and customer relationships.
Pros:
Intelligent sales process automation
Personal email sequence management
Territory and lead assignment rules
Mobile-first design with offline access
Best for: Small to medium-sized businesses who need simple sales management tools that don't sacrifice capability for simplicity. Nutshell helps sales reps increase sales efficiency while maintaining effective customer relationship management.
18. Capsule CRM: Relationship-focused sales platform

Capsule CRM takes a unique approach to sales management software by focusing on relationship management. The platform helps sales teams track not just deals but entire business networks and relationship histories.
Pros:
Advanced relationship tracking and mapping
Customizable sales pipelines and workflows
Integration with popular business tools
Detailed contact and opportunity management
Best for: Relationship-driven sales teams who need the right sales management software to track complex business networks. Capsule helps sales leaders maintain strong customer relationships while enhancing sales productivity.
19. EngageBay: All-in-one sales and marketing platform

EngageBay is a sales management software solution that's part of a comprehensive suite that includes sales, marketing, and service tools. The platform helps sales departments streamline their sales processes with advanced automation while providing a seamless customer experience across all touchpoints.
Pros:
Comprehensive contact management and deal tracking
Advanced automation and workflow
Integrated email marketing and landing pages
Multi-channel communication
Best for: Growing organizations who need affordable sales management software that's packed with features. EngageBay helps sales leaders coach their teams to success while maintaining strong customer relationships through integrated sales and marketing.
EngageBay vs. HubSpot: Dive into our detailed comparison to discover which CRM is the perfect match for your business.
20. Freshworks CRM: Customer-centric sales platform

Freshworks CRM (formerly Freshsales) is a CRM-native sales platform that provides AI-powered insights and automation to help sales teams sell smarter and close more deals. The platform helps sales reps manage customer relationships with intelligent lead scoring and automated workflows.
Pros:
AI-powered lead scoring and insights
Integrated phone and email
Visual sales pipeline management
Advanced analytics and reporting
Best for: Companies who need modern sales management software with AI capabilities. Freshworks CRM helps sales leaders optimize their sales process while maintaining strong customer relationships through intelligent automation.
Each of these solutions has its strengths and is suited to different organizations, sales philosophies, and sizes. The key is to find the one that fits your specific needs and integrates with your existing processes.
What is Forecastio?
Forecastio is an all-in-one sales management platform built for modern B2B teams that want to plan smarter, track better, and close more deals—with less guesswork. It’s especially powerful for teams using HubSpot, but its flexible design makes it a fit for any sales organization looking to improve forecasting and performance management.
Instead of relying on scattered spreadsheets or static dashboards, Forecastio brings everything sales leaders need into one intuitive interface.

Core capabilities:
Sales forecasting
Use multiple forecasting methods (stage-based, weighted pipeline, time-series) to get more accurate, reliable forecasts.
Pipeline risk analysis
Instantly see which deals are at risk based on inactivity, missing data, or slipping close dates—so you can take action before it’s too late.
Team performance tracking
Monitor activity, conversion rates, and outcomes by rep, team, or segment. Identify top performers and coaching opportunities.
Sales planning & goal setting
Set revenue targets, track progress, and analyze what’s needed to hit your goals using real-time data.
Insights for managers
See pipeline movement, performance gaps, and forecast accuracy in one view designed for weekly reviews, board prep, and revenue planning.
Seamless HubSpot integration
Sync data in real time. No CSVs, no manual updates, just actionable data where you need it.
Forecastio simplifies complex sales data and helps sales managers, RevOps teams, and sales directors focus on what really matters: hitting the number, coaching the team, and building predictable revenue.

Implementing sales management software in 7 steps
Choosing the right software is only half the battle. Implementation is key to getting the most out of your investment. Here are some best practices to make it a smooth one:
1. Get buy-in from leadership and sales team
Communicate the benefits to all stakeholders clearly
Address concerns and resistance before they arise
Involve key team members in the selection and implementation process
2. Phased rollout
Start with a pilot group to test and refine the implementation
Create a timeline for full deployment, including milestones and checkpoints
Plan data migration and system integration well in advance
3. Training and support
Offer a range of training options (e.g. in-person workshops, online tutorials, documentation)
Appoint “power users” to provide peer support
Set up a clear support process for ongoing questions and issues
4. Clear KPIs and success metrics
Define what success looks like for your business
Set measurable targets for adoption rates, efficiency gains, and sales performance
Review and communicate progress towards these targets regularly
5. Continuous improvement
Ask users for feedback and act on it
Stay up to date with new features and updates from your vendor
Refine processes and workflows to get the most out of the software
6. Data quality and governance
Set up data entry standards and processes
Audit and clean your data regularly
Implement data governance to keep data clean
7. Adoption culture
Lead by example, with management using the new system themselves
Celebrate early wins and share success stories
Consider gamification or incentives to drive adoption and usage
By following these you’ll be well on your way to a successful implementation that delivers real value to your sales team and business.
Don’t forget, that implementing new sales management software is not just a technical change – it’s a strategic move that can transform your sales processes and drive growth. Take your time to choose well and implement wisely and you’ll be on your way to supercharging your sales team’s performance in 2024 and beyond.
Conclusion
Choosing the right sales management software is no longer just a nice-to-have, it’s essential for building a scalable, efficient, and high-performing sales team. Whether you’re looking to organize your sales pipeline, improve forecast accuracy, or monitor team performance in real time, the right tools can give you the clarity and control needed to grow revenue with confidence.
For teams using HubSpot, platforms like Forecastio can fill critical gaps by offering deeper forecasting capabilities, pipeline risk analysis, and advanced sales performance tracking without the burden of building everything from scratch.
In the end, the best sales management software is the one that aligns with your sales model, integrates with your existing tech stack, and helps your team focus on what matters most: closing more deals, hitting goals, and driving sustainable growth.
FAQ.
What features should I look for in sales management software?
Look for sales management software with features like pipeline tracking, contact management, team performance insights, and sales forecasting. The best sales management tools integrate well with your CRM and scale with your team’s needs.
What is the difference between CRM and sales management software?
A CRM focuses on managing customer data, interactions, and relationships. Sales management software is a broader category that includes CRM functionality but also offers tools for pipeline management, performance tracking, forecasting, and managing the overall sales process. Many sales management platforms combine both.
How does sales management software help improve forecasting?
Sales management software improves forecasting by applying advanced methods that most CRMs lack. It uses historical data, deal trends, and patterns to generate more accurate predictions. Some platforms apply probabilities to deals using machine learning, making forecasts more dynamic and reliable.
What are the best sales management tools for B2B companies?
Some of the best sales management tools for B2B companies include platforms like HubSpot, Salesforce, Pipedrive, and Zoho CRM for core CRM functionality. For advanced forecasting and performance tracking, solutions like Clari, InsightSquared, and Forecastio enhance visibility and accuracy. These tools combine the strengths of a CRM for sales teams with specialized sales management software features tailored for B2B needs.
How much does sales management software cost?
The cost of sales management software varies widely based on features, team size, and level of customization. Basic CRM for sales teams can start at around $20–$30 per user per month, while more advanced sales management platforms with forecasting, analytics, and integrations may range from $50 to $150+ per user monthly.
Can small businesses benefit from sales management software?
Yes, small businesses can benefit greatly from using sales management software. It helps organize contacts, track deals, and monitor team performance—all from one place. Many sales management software for small business options are affordable, easy to use, and scale as the team grows. They provide the structure and visibility needed to improve efficiency and close more deals.
How to effectively manage commissions? Which compensation plan to use for your sales model?
We prepared a detailed guide on sales commission tracking and compensation management for B2B sales teams.
The guide includes:
How to streamline sales commission tracking?
Which compensation plan to choose?
What is the best platform for managing commission in sales?
Read the article and answer all the questions you have regarding commission tracking.
Introduction
Looking for the best sales management software to streamline your sales process and improve team performance? You’re not alone. As more businesses look for smarter ways to close deals, manage customer relationships, and track team performance, the demand for sales management software is growing rapidly. Whether you're a growing startup or an established company, having the right sales team management software can be the difference between hitting or missing your sales targets.
In this guide, we’ll break down what sales management software is, its benefits, how to choose the right solution, and why platforms like Forecastio are becoming essential tools for B2B sales leaders.
What is Sales Management Software?
Sales management software refers to a broad category of digital tools designed to help businesses manage their sales teams, improve sales performance, and grow revenue. It includes everything from CRM systems to specialized tools for sales forecasting, pipeline management, performance tracking, and commission management.
While some platforms combine multiple capabilities into one sales management system, in most cases, companies use a set of integrated tools to manage different parts of the sales process. Choosing the right sales management tools depends on your goals, team structure, and sales model.
Common types of sales management software:
CRM software – for organizing customer and lead data, managing interactions, and tracking deals (e.g., HubSpot, Salesforce)
Sales forecasting tools – for predicting revenue based on pipeline data, deal stages, and historical trends
Sales performance management software – for tracking rep activity, measuring KPIs, and improving accountability

Sales pipeline management software – for visualizing and managing opportunities across deal stages
Sales compensation tools – for automating commission calculations and managing incentive plans
Sales enablement platforms – for supporting sales reps with training, playbooks, and content
Sales analytics software – for generating reports, dashboards, and actionable insights
Some platforms, like Forecastio, combine several of these functions. Forecastio enhances HubSpot CRM for sales teams by adding powerful forecasting models, pipeline health insights, and performance analytics — all designed to help sales managers detect issues early and improve sales efficiency.
Whether you're looking for a full sales management CRM systems or tools to fill gaps in your stack, it's essential to choose solutions that align with your sales strategy, team size, and growth plans.
Benefits of Sales Management Software
Using the best software for sales management can completely transform the way your sales department operates. It enables better decision-making, enhances visibility, and improves team coordination — all critical for driving consistent sales success.
Key benefits include:
Better visibility into the sales pipeline: Track deals, identify bottlenecks, and improve pipeline management.
Increased sales efficiency: Automate repetitive tasks, reduce manual work, and save time for selling.
Improved team performance: Get a real-time view of individual and team productivity with sales metrics.
Enhanced forecasting: Use real data to forecast future sales and set achievable sales goals.
Stronger customer relationships: Manage interactions, track customer lifetime value, and build loyal customers.
More informed decisions: Leverage sales data and key metrics to guide your sales strategies.
If you're managing a small or mid-sized sales team, choosing a sales management software for small business that avoids the complexity of enterprise tools can help you grow more efficiently.

How to Choose the Right Sales Management Software
Choosing the best sales management software isn’t just about features, it’s about finding tools that fit your team, your process, and your goals. Whether you’re selecting a standalone CRM for sales teams or building a full sales management system, the right solution should align with how your team sells and scales with your business.
Here are key factors to consider when evaluating software to manage sales teams:
1. Fit with your sales process
Your software should support how your team already works or help improve it without forcing dramatic changes.
Does it align with your sales cycle length and complexity?
Can it support how you manage your sales pipeline, sales calls, and customer interactions?
Does it work well for your type of sales team—inbound, outbound, hybrid?
2. Core and extended functionality
Look for both essential tools and features that support growth.
Must-haves: Contact management, deal tracking, pipeline visibility, sales metrics, and mobile access
Good to have: Sales forecasting, performance dashboards, commission tracking, goal management, and sales analytics
Optional: Lead generation, sales training modules, and integration with marketing tools
3. Ease of use and team adoption
No matter how powerful a tool is, it’s only effective if your team actually uses it.
Is the interface intuitive for both sales reps and sales managers?
Can it be updated quickly after meetings or on a mobile device?
Does it help reduce repetitive tasks and administrative workload?
4. Integration with your existing tools
Your sales management platform should work seamlessly with your existing tech stack not create extra friction. Make sure it integrates with the tools your team already uses daily.
Can it connect to your current CRM for sales management, communication apps, or project management platforms?
Does it allow smooth syncing of customer data, pipeline stages, and performance metrics?
📌 For example, Forecastio integrates directly with HubSpot, enhancing it with more advanced sales forecasting, pipeline health insights, and sales performance tracking giving sales leaders a much clearer view of what’s working and where things might go off track.
5. Scalability and flexibility
Choose a solution that works now and grows with you.
Can the platform scale with a growing team or more complex sales processes?
Are features modular or flexible enough to adapt as your needs evolve?
6. Support, training, and reliability
Is onboarding fast and smooth?
Is there reliable support and documentation available?
Do you get regular updates and improvements?
By focusing on usability, alignment with your sales model, and long-term flexibility, you can choose a sales management software that helps drive consistent performance, not just manage tasks. Whether you're building a stack of B2B sales tools or looking for an all-in-one platform, the goal is the same: better visibility, smarter decisions, and more closed deals.
To understand how top commission management platforms stack up, read our in-depth comparison: Spiff vs. CaptivateIQ.
Best 20 sales management tools 2025
Now that we’ve covered the features, let’s look at the best sales management software solutions for 2025:
HubSpot Sales Hub: Inbound sales solution

HubSpot Sales Hub is a critical component of modern sales tech stacks, offering a full suite of tools that integrate with HubSpot's marketing and service offerings.
The platform shines by combining robust sales automation tools with an incredibly intuitive interface. It's a great choice for teams of all skill levels, and recent updates featuring conversation intelligence and advanced analytics have turned it into a sales performance management powerhouse.
Pros:
Tight integration with HubSpot CRM and Marketing Hub
Intuitive interface with low learning curve
Advanced email tracking and templating
Built-in meeting scheduling
Conversation intelligence
HubSpot Sales Hub is perfect for SMBs and mid-market companies already invested in the HubSpot ecosystem.
While it's a great starting point, many organizations find that adding specialized tools like Forecastio helps them manage sales performance more effectively. Combining HubSpot Sales Hub with Forecastio provides advanced forecasting, pipeline management, and sales capacity planning features to drive strategic growth initiatives.
For a closer look at how Attio stacks up against HubSpot as a CRM, explore our in-depth analysis: Attio vs. HubSpot.
2. Enhance HubSpot with Forecastio

If you’re using HubSpot as your CRM, you already have a solid foundation for managing contacts, deals, and pipelines. But when it comes to advanced forecasting, pipeline analysis, and performance visibility, many sales leaders quickly hit the limits of what HubSpot offers out of the box.
That’s where Forecastio steps in.
Forecastio enhances HubSpot with all the capabilities a sales leader needs to track performance, identify risks, and forecast revenue without the need to build complex, time-consuming, or costly custom reports.
With Forecastio, you can:
Go beyond basic dashboards with dynamic sales forecasting based on the current pipeline and historical data
Instantly spot risky deals (stuck, slipping, or missing key fields) before they derail your quarter
Monitor rep performance, activity levels, and conversion rates at every stage
Analyze pipeline trends over time and detect gaps
Conduct more effective 1-on-1s and pipeline reviews with real insights, not spreadsheets
Create sales plans, what-if scenarios and set realistic sales targets based on data not intuition.
Forecastio plugs into your HubSpot CRM in minutes and turns static data into actionable guidance. For teams that want more clarity, control, and confidence without adding tools or admin work Forecastio delivers exactly what modern sales leadership needs.
Unlock advanced forecasting and pipeline insights in HubSpot with Forecastio — Book a demo.
Salesforce Sales Cloud: CRM and sales management for enterprises

Salesforce Sales Cloud remains the gold standard for enterprise CRM, offering unparalleled customization and a vast marketplace of third-party apps.
Einstein AI capabilities have transformed the way large enterprises approach sales intelligence and forecasting. Robust workflow automation tools help manage complex sales processes at scale, and a new focus on industry-specific cloud solutions enhances its value for companies with specialized needs.
Features:
Full CRM functionality
Einstein-powered intelligence for predictive analytics
Highly customizable to fit any sales process
Massive ecosystem of third-party integrations and apps
Salesforce is perfect for large enterprises with unique needs and the resources to implement and maintain the system. It does require dedicated admin time to set up and configure.
Empower your sales team — use our Sales Rep Commission Calculator to quickly calculate commissions and ensure fair, transparent payouts.
Pipedrive: Visual pipeline management

Pipedrive revolutionized pipeline management with its engaging, visual interface. It's a game-changer for sales teams of all sizes who struggle to manage their process.
The platform's AI-powered sales assistant prioritizes activities and identifies top opportunities to close. Automation tools help handle time-consuming tasks, and a mobile-first design ensures your team stays productive on-the-go. Pipedrive also features robust offline access and syncs quickly when you get back online.
Pros:
Visual pipeline management for clear focus
AI-powered sales assistant for activity prioritization
Highly customizable workflows and automation
Robust mobile app with offline access
Pipedrive is ideal for small businesses and teams who want a simple, visual sales management tool. It lacks some features of enterprise solutions, but its ease of use and intuitive interface are major advantages.
For a detailed look at how HubSpot compares with Pipedrive, read our comprehensive comparison.
Outreach: Sales engagement optimization

Outreach is committed to helping teams optimize their outbound sales processes and engagement strategies.
Pros:
Sales engagement and outreach with multi-channel orchestration
Revenue intelligence for strategic sales decisions
Conversation intelligence to elevate sales dialogues
Outreach is perfect for B2B companies executing outbound sales strategies and account-based marketing initiatives. It has a high learning curve and a higher price point, but can be incredibly effective for organizations that buy into its process.
Creatio: No-code CRM and workflow automation

Creatio offers CRM products for marketing, sales, and service. Its sales automation offering is powered by a unique combination of no-code and GenAI tools to help organizations automate sales workflows without coding and achieve remarkable time-to-value.
Pros:
Unified no-code platform to automate customer engagements;
No-code tools for easy customization and app creation
Creatio Copilot and AI-powered predictive scoring and forecasting
Industry-specific solutions for 20+ verticals
Creatio is ideal for organizations looking to automate and optimize the entire customer journey from marketing to sales to service. Its no-code platform allows for rapid and easy customization and app creation without heavy IT involvement.
7. Salesloft: Sales engagement and automation

Salesloft is leading the way in sales management software, offering a unique combination of sales engagement and sophisticated sales process automation.
The platform's AI-powered insights help sales managers monitor key metrics and make data-driven decisions about their sales strategy. Multi-channel engagement tools ensure consistent customer interactions, and sales leaders appreciate its robust reporting and analytics. Sales reps love Salesloft's contact database and sales workflow automation features, which help organize customer information and guide the sales process with intelligent sales tracking and automated workflows.
Pros:
AI-powered analytics and engagement tracking to drive sales performance
Cadence management for optimizing customer relationships
Multi-channel communication with automated workflow
Robust coaching features and team performance analytics
Best for: B2B sales teams who need a sales management platform to increase sales productivity. Salesloft helps sales leaders coach their teams to success while maintaining data-driven sales processes and strong customer relationships.
8. Clari: Revenue intelligence and forecasting

Clari is a leading sales management software solution, offering a unique combination of revenue intelligence and sales engagement tools.
The platform's AI-powered analytics help sales managers predict outcomes and spot risks, while providing unparalleled insights into customer relationships and pipeline health. Sales teams appreciate its automated sales activity tools, key metric tracking, and accurate forecasting. Clari's comprehensive sales analytics provide a 365-degree view of your sales performance to identify areas for improvement and opportunity.
Pros:
AI-powered forecasting and revenue intelligence
Automated activity capture and risk detection
Pipeline analytics and visibility
Real-time performance tracking and team analytics
Best for: Enterprise sales teams who need a sales management platform to increase forecast accuracy and sales efficiency. Clari helps sales leaders make data-driven decisions while maintaining visibility into team performance and customer relationships.
Looking for Clari alternative? Read this article about top Clari alternatives and competitors..
9. DealHub: Revenue platform for high-performing sales teams

DealHub is changing the game for sales teams and their managers with its sales management system. The platform helps sales managers implement successful sales strategies with guided selling and intelligent playbooks. Its CPQ tool streamlines the complex quoting process, and sales leaders appreciate its sales trend tracking and performance insights.
Pros:
Guided selling workflows and intelligent playbooks
Advanced CPQ and contract lifecycle management
Real-time analytics for deal tracking and pipeline visibility
Comprehensive content management and sharing
Best for: B2B sales teams who need the right sales management software to streamline complex sales processes. DealHub helps high-performing sales teams close deals faster while maintaining strong customer relationships.
10. Revenue Grid: AI-powered revenue intelligence

Revenue Grid offers a unique combination of sales management tools and AI-driven revenue intelligence to help sales teams make informed, data-driven decisions.
The platform's customer interaction analysis provides actionable recommendations to boost sales productivity. Sales managers appreciate its comprehensive sales tracking and pipeline management features, which help organize customer information and provide accurate sales forecasts.
Pros:
Revenue intelligence and predictive analytics
Guided selling with next-best-action recommendations
Pipeline visibility and forecasting
Relationship intelligence tracking
Best for: Enterprise sales teams who need sales mgmt software to increase sales efficiency. Revenue Grid helps sales leaders optimize their sales process while maintaining visibility into key metrics.
11. Membrain: Complex B2B sales platform

Membrain is a sales management system with a unique focus on complex B2B sales. The platform helps sales teams implement effective sales strategies and processes.
It's designed to help sales managers create and execute complex sales processes that reflect their unique approach and customer journey maps. Membrain's sales coaching and enablement features support reps in maintaining consistent performance while nurturing customer relationships.
Pros:
Dynamic sales process design and workflow management
Sales enablement and coaching tools
Pipeline analytics and forecasting
Performance tracking and team management
Best for: B2B organizations with complex sales cycles who need robust sales management software. Membrain helps sales leaders coach consistent performance while maintaining strong customer relationships.
12. Spotio: Territory management and field sales software

Spotio is changing the way sales teams manage their territory and customer relationships with its mobile-first field sales software. The platform helps sales teams organize customer data and manage multiple sales pipelines on-the-go. Field sales operations thrive with Spotio's territory management features and real-time sales tracking.
Sales managers appreciate its location-based insights and ability to track team performance. The platform's real-time activity monitoring helps identify top performers and areas for improvement.
Pros:
Territory mapping and route optimization
Real-time field sales activity tracking and reporting
Mobile-first CRM with offline access
Automated lead management and distribution
Best for: Field sales teams who need simple sales management tools to increase sales productivity. Spotio helps sales leaders maintain strong customer relationships while improving sales efficiency through data-driven territory management.
Trying to choose between SalesRabbit and Spotio? Read our in-depth comparison to find the best fit for your sales team’s needs.
13. Veloxity: AI-driven sales performance platform

Veloxity is a sales management solution that leverages AI to enhance sales processes and forecasting in complex B2B environments. The platform helps sales departments track key metrics and manage customer relationships with intelligent automation and advanced analytics that exceed basic CRM capabilities.
Its data-driven approach helps sales teams focus on high-priority opportunities while maintaining efficient sales operations. Veloxity's customizable dashboard and workflow features enable sales leaders to tailor the platform to their unique needs and sales strategies.
Pros:
AI-powered sales analytics and forecasting
Pipeline and deal management
Automated sales activity tracking
Custom sales process modeling
Best for: Organizations who need sales team management software to increase sales performance. Veloxity helps sales managers make data-driven decisions while streamlining their sales process.
14. InsightSquared: Revenue intelligence and analytics

InsightSquared offers robust sales analytics and forecasting capabilities to help sales teams make better decisions with data-driven insights.
The platform transforms complex sales data into actionable intelligence that sales managers can use to improve team performance and pipeline management. Its seamless CRM integration makes it an ideal choice for organizations looking to supplement their sales management capabilities without disrupting their current workflow.
Pros:
Revenue analytics and forecasting
Customizable sales performance dashboards
Automated pipeline analysis and risk detection
Team performance benchmarking
Best for: Data-driven sales organizations who need advanced analytics to increase sales efficiency. InsightSquared helps sales leaders optimize their sales process while maintaining accurate forecasting and performance tracking.
15. Spiro: AI-powered sales assistant

Spiro is a sales optimization software that offers a unique AI-powered sales assistant to help sales teams manage their customer relationships and sales activities. The platform automates administrative tasks and provides intelligent recommendations to boost sales productivity. Sales reps can focus on closing deals instead of data entry and manual reporting.
Pros:
Proactive AI-powered sales assistance
Automated CRM data entry and enrichment
Intelligent opportunity and relationship tracking
Advanced sales analytics and reporting
Best for: Sales teams who need an intelligent sales management solution to automate administrative tasks. Spiro helps sales reps increase productivity while maintaining accurate customer information.
16. Close: High-velocity sales platform

Close is a opportunity management software solution that focuses on empowering inside sales teams with a highly efficient, communication-centric platform. The software eliminates customer interaction hassles by integrating calling, email, and SMS capabilities directly into its sales management system.
It's perfect for high-volume sales operations that need to move quickly and maintain consistent customer engagement. Close's emphasis on speed and efficiency, combined with powerful automation features, helps sales teams reduce administrative overhead and focus on what matters most –– closing deals.
Pros:
Integrated calling, email, and SMS capabilities
Automated lead management and follow-up
Custom activity reporting and analytics
Smart view creation for pipeline management
Best for: Inside sales teams who need an efficient sales management solution with integrated communication tools. Close helps sales leaders coach their teams to success while maintaining strong customer relationships through streamlined workflows.
Choosing the right CRM is critical for optimizing your sales process. See how HubSpot stacks up against Close in our article on Close vs. HubSpot.
17. Nutshell: Intuitive sales automation platform

Nutshell is a sales management software solution that's easy to use and even easier to love. The platform automates sales processes and provides tools to help sales teams manage customer relationships and close deals.
The intuitive interface is designed for rapid adoption, and its lightweight footprint makes it easy to implement and learn. Sales managers appreciate its ability to automate routine tasks while providing clear visibility into team activities and customer relationships.
Pros:
Intelligent sales process automation
Personal email sequence management
Territory and lead assignment rules
Mobile-first design with offline access
Best for: Small to medium-sized businesses who need simple sales management tools that don't sacrifice capability for simplicity. Nutshell helps sales reps increase sales efficiency while maintaining effective customer relationship management.
18. Capsule CRM: Relationship-focused sales platform

Capsule CRM takes a unique approach to sales management software by focusing on relationship management. The platform helps sales teams track not just deals but entire business networks and relationship histories.
Pros:
Advanced relationship tracking and mapping
Customizable sales pipelines and workflows
Integration with popular business tools
Detailed contact and opportunity management
Best for: Relationship-driven sales teams who need the right sales management software to track complex business networks. Capsule helps sales leaders maintain strong customer relationships while enhancing sales productivity.
19. EngageBay: All-in-one sales and marketing platform

EngageBay is a sales management software solution that's part of a comprehensive suite that includes sales, marketing, and service tools. The platform helps sales departments streamline their sales processes with advanced automation while providing a seamless customer experience across all touchpoints.
Pros:
Comprehensive contact management and deal tracking
Advanced automation and workflow
Integrated email marketing and landing pages
Multi-channel communication
Best for: Growing organizations who need affordable sales management software that's packed with features. EngageBay helps sales leaders coach their teams to success while maintaining strong customer relationships through integrated sales and marketing.
EngageBay vs. HubSpot: Dive into our detailed comparison to discover which CRM is the perfect match for your business.
20. Freshworks CRM: Customer-centric sales platform

Freshworks CRM (formerly Freshsales) is a CRM-native sales platform that provides AI-powered insights and automation to help sales teams sell smarter and close more deals. The platform helps sales reps manage customer relationships with intelligent lead scoring and automated workflows.
Pros:
AI-powered lead scoring and insights
Integrated phone and email
Visual sales pipeline management
Advanced analytics and reporting
Best for: Companies who need modern sales management software with AI capabilities. Freshworks CRM helps sales leaders optimize their sales process while maintaining strong customer relationships through intelligent automation.
Each of these solutions has its strengths and is suited to different organizations, sales philosophies, and sizes. The key is to find the one that fits your specific needs and integrates with your existing processes.
What is Forecastio?
Forecastio is an all-in-one sales management platform built for modern B2B teams that want to plan smarter, track better, and close more deals—with less guesswork. It’s especially powerful for teams using HubSpot, but its flexible design makes it a fit for any sales organization looking to improve forecasting and performance management.
Instead of relying on scattered spreadsheets or static dashboards, Forecastio brings everything sales leaders need into one intuitive interface.

Core capabilities:
Sales forecasting
Use multiple forecasting methods (stage-based, weighted pipeline, time-series) to get more accurate, reliable forecasts.
Pipeline risk analysis
Instantly see which deals are at risk based on inactivity, missing data, or slipping close dates—so you can take action before it’s too late.
Team performance tracking
Monitor activity, conversion rates, and outcomes by rep, team, or segment. Identify top performers and coaching opportunities.
Sales planning & goal setting
Set revenue targets, track progress, and analyze what’s needed to hit your goals using real-time data.
Insights for managers
See pipeline movement, performance gaps, and forecast accuracy in one view designed for weekly reviews, board prep, and revenue planning.
Seamless HubSpot integration
Sync data in real time. No CSVs, no manual updates, just actionable data where you need it.
Forecastio simplifies complex sales data and helps sales managers, RevOps teams, and sales directors focus on what really matters: hitting the number, coaching the team, and building predictable revenue.

Implementing sales management software in 7 steps
Choosing the right software is only half the battle. Implementation is key to getting the most out of your investment. Here are some best practices to make it a smooth one:
1. Get buy-in from leadership and sales team
Communicate the benefits to all stakeholders clearly
Address concerns and resistance before they arise
Involve key team members in the selection and implementation process
2. Phased rollout
Start with a pilot group to test and refine the implementation
Create a timeline for full deployment, including milestones and checkpoints
Plan data migration and system integration well in advance
3. Training and support
Offer a range of training options (e.g. in-person workshops, online tutorials, documentation)
Appoint “power users” to provide peer support
Set up a clear support process for ongoing questions and issues
4. Clear KPIs and success metrics
Define what success looks like for your business
Set measurable targets for adoption rates, efficiency gains, and sales performance
Review and communicate progress towards these targets regularly
5. Continuous improvement
Ask users for feedback and act on it
Stay up to date with new features and updates from your vendor
Refine processes and workflows to get the most out of the software
6. Data quality and governance
Set up data entry standards and processes
Audit and clean your data regularly
Implement data governance to keep data clean
7. Adoption culture
Lead by example, with management using the new system themselves
Celebrate early wins and share success stories
Consider gamification or incentives to drive adoption and usage
By following these you’ll be well on your way to a successful implementation that delivers real value to your sales team and business.
Don’t forget, that implementing new sales management software is not just a technical change – it’s a strategic move that can transform your sales processes and drive growth. Take your time to choose well and implement wisely and you’ll be on your way to supercharging your sales team’s performance in 2024 and beyond.
Conclusion
Choosing the right sales management software is no longer just a nice-to-have, it’s essential for building a scalable, efficient, and high-performing sales team. Whether you’re looking to organize your sales pipeline, improve forecast accuracy, or monitor team performance in real time, the right tools can give you the clarity and control needed to grow revenue with confidence.
For teams using HubSpot, platforms like Forecastio can fill critical gaps by offering deeper forecasting capabilities, pipeline risk analysis, and advanced sales performance tracking without the burden of building everything from scratch.
In the end, the best sales management software is the one that aligns with your sales model, integrates with your existing tech stack, and helps your team focus on what matters most: closing more deals, hitting goals, and driving sustainable growth.
FAQ.
What features should I look for in sales management software?
Look for sales management software with features like pipeline tracking, contact management, team performance insights, and sales forecasting. The best sales management tools integrate well with your CRM and scale with your team’s needs.
What is the difference between CRM and sales management software?
A CRM focuses on managing customer data, interactions, and relationships. Sales management software is a broader category that includes CRM functionality but also offers tools for pipeline management, performance tracking, forecasting, and managing the overall sales process. Many sales management platforms combine both.
How does sales management software help improve forecasting?
Sales management software improves forecasting by applying advanced methods that most CRMs lack. It uses historical data, deal trends, and patterns to generate more accurate predictions. Some platforms apply probabilities to deals using machine learning, making forecasts more dynamic and reliable.
What are the best sales management tools for B2B companies?
Some of the best sales management tools for B2B companies include platforms like HubSpot, Salesforce, Pipedrive, and Zoho CRM for core CRM functionality. For advanced forecasting and performance tracking, solutions like Clari, InsightSquared, and Forecastio enhance visibility and accuracy. These tools combine the strengths of a CRM for sales teams with specialized sales management software features tailored for B2B needs.
How much does sales management software cost?
The cost of sales management software varies widely based on features, team size, and level of customization. Basic CRM for sales teams can start at around $20–$30 per user per month, while more advanced sales management platforms with forecasting, analytics, and integrations may range from $50 to $150+ per user monthly.
Can small businesses benefit from sales management software?
Yes, small businesses can benefit greatly from using sales management software. It helps organize contacts, track deals, and monitor team performance—all from one place. Many sales management software for small business options are affordable, easy to use, and scale as the team grows. They provide the structure and visibility needed to improve efficiency and close more deals.
How to effectively manage commissions? Which compensation plan to use for your sales model?
We prepared a detailed guide on sales commission tracking and compensation management for B2B sales teams.
The guide includes:
How to streamline sales commission tracking?
Which compensation plan to choose?
What is the best platform for managing commission in sales?
Read the article and answer all the questions you have regarding commission tracking.
Introduction
Looking for the best sales management software to streamline your sales process and improve team performance? You’re not alone. As more businesses look for smarter ways to close deals, manage customer relationships, and track team performance, the demand for sales management software is growing rapidly. Whether you're a growing startup or an established company, having the right sales team management software can be the difference between hitting or missing your sales targets.
In this guide, we’ll break down what sales management software is, its benefits, how to choose the right solution, and why platforms like Forecastio are becoming essential tools for B2B sales leaders.
What is Sales Management Software?
Sales management software refers to a broad category of digital tools designed to help businesses manage their sales teams, improve sales performance, and grow revenue. It includes everything from CRM systems to specialized tools for sales forecasting, pipeline management, performance tracking, and commission management.
While some platforms combine multiple capabilities into one sales management system, in most cases, companies use a set of integrated tools to manage different parts of the sales process. Choosing the right sales management tools depends on your goals, team structure, and sales model.
Common types of sales management software:
CRM software – for organizing customer and lead data, managing interactions, and tracking deals (e.g., HubSpot, Salesforce)
Sales forecasting tools – for predicting revenue based on pipeline data, deal stages, and historical trends
Sales performance management software – for tracking rep activity, measuring KPIs, and improving accountability

Sales pipeline management software – for visualizing and managing opportunities across deal stages
Sales compensation tools – for automating commission calculations and managing incentive plans
Sales enablement platforms – for supporting sales reps with training, playbooks, and content
Sales analytics software – for generating reports, dashboards, and actionable insights
Some platforms, like Forecastio, combine several of these functions. Forecastio enhances HubSpot CRM for sales teams by adding powerful forecasting models, pipeline health insights, and performance analytics — all designed to help sales managers detect issues early and improve sales efficiency.
Whether you're looking for a full sales management CRM systems or tools to fill gaps in your stack, it's essential to choose solutions that align with your sales strategy, team size, and growth plans.
Benefits of Sales Management Software
Using the best software for sales management can completely transform the way your sales department operates. It enables better decision-making, enhances visibility, and improves team coordination — all critical for driving consistent sales success.
Key benefits include:
Better visibility into the sales pipeline: Track deals, identify bottlenecks, and improve pipeline management.
Increased sales efficiency: Automate repetitive tasks, reduce manual work, and save time for selling.
Improved team performance: Get a real-time view of individual and team productivity with sales metrics.
Enhanced forecasting: Use real data to forecast future sales and set achievable sales goals.
Stronger customer relationships: Manage interactions, track customer lifetime value, and build loyal customers.
More informed decisions: Leverage sales data and key metrics to guide your sales strategies.
If you're managing a small or mid-sized sales team, choosing a sales management software for small business that avoids the complexity of enterprise tools can help you grow more efficiently.

How to Choose the Right Sales Management Software
Choosing the best sales management software isn’t just about features, it’s about finding tools that fit your team, your process, and your goals. Whether you’re selecting a standalone CRM for sales teams or building a full sales management system, the right solution should align with how your team sells and scales with your business.
Here are key factors to consider when evaluating software to manage sales teams:
1. Fit with your sales process
Your software should support how your team already works or help improve it without forcing dramatic changes.
Does it align with your sales cycle length and complexity?
Can it support how you manage your sales pipeline, sales calls, and customer interactions?
Does it work well for your type of sales team—inbound, outbound, hybrid?
2. Core and extended functionality
Look for both essential tools and features that support growth.
Must-haves: Contact management, deal tracking, pipeline visibility, sales metrics, and mobile access
Good to have: Sales forecasting, performance dashboards, commission tracking, goal management, and sales analytics
Optional: Lead generation, sales training modules, and integration with marketing tools
3. Ease of use and team adoption
No matter how powerful a tool is, it’s only effective if your team actually uses it.
Is the interface intuitive for both sales reps and sales managers?
Can it be updated quickly after meetings or on a mobile device?
Does it help reduce repetitive tasks and administrative workload?
4. Integration with your existing tools
Your sales management platform should work seamlessly with your existing tech stack not create extra friction. Make sure it integrates with the tools your team already uses daily.
Can it connect to your current CRM for sales management, communication apps, or project management platforms?
Does it allow smooth syncing of customer data, pipeline stages, and performance metrics?
📌 For example, Forecastio integrates directly with HubSpot, enhancing it with more advanced sales forecasting, pipeline health insights, and sales performance tracking giving sales leaders a much clearer view of what’s working and where things might go off track.
5. Scalability and flexibility
Choose a solution that works now and grows with you.
Can the platform scale with a growing team or more complex sales processes?
Are features modular or flexible enough to adapt as your needs evolve?
6. Support, training, and reliability
Is onboarding fast and smooth?
Is there reliable support and documentation available?
Do you get regular updates and improvements?
By focusing on usability, alignment with your sales model, and long-term flexibility, you can choose a sales management software that helps drive consistent performance, not just manage tasks. Whether you're building a stack of B2B sales tools or looking for an all-in-one platform, the goal is the same: better visibility, smarter decisions, and more closed deals.
To understand how top commission management platforms stack up, read our in-depth comparison: Spiff vs. CaptivateIQ.
Best 20 sales management tools 2025
Now that we’ve covered the features, let’s look at the best sales management software solutions for 2025:
HubSpot Sales Hub: Inbound sales solution

HubSpot Sales Hub is a critical component of modern sales tech stacks, offering a full suite of tools that integrate with HubSpot's marketing and service offerings.
The platform shines by combining robust sales automation tools with an incredibly intuitive interface. It's a great choice for teams of all skill levels, and recent updates featuring conversation intelligence and advanced analytics have turned it into a sales performance management powerhouse.
Pros:
Tight integration with HubSpot CRM and Marketing Hub
Intuitive interface with low learning curve
Advanced email tracking and templating
Built-in meeting scheduling
Conversation intelligence
HubSpot Sales Hub is perfect for SMBs and mid-market companies already invested in the HubSpot ecosystem.
While it's a great starting point, many organizations find that adding specialized tools like Forecastio helps them manage sales performance more effectively. Combining HubSpot Sales Hub with Forecastio provides advanced forecasting, pipeline management, and sales capacity planning features to drive strategic growth initiatives.
For a closer look at how Attio stacks up against HubSpot as a CRM, explore our in-depth analysis: Attio vs. HubSpot.
2. Enhance HubSpot with Forecastio

If you’re using HubSpot as your CRM, you already have a solid foundation for managing contacts, deals, and pipelines. But when it comes to advanced forecasting, pipeline analysis, and performance visibility, many sales leaders quickly hit the limits of what HubSpot offers out of the box.
That’s where Forecastio steps in.
Forecastio enhances HubSpot with all the capabilities a sales leader needs to track performance, identify risks, and forecast revenue without the need to build complex, time-consuming, or costly custom reports.
With Forecastio, you can:
Go beyond basic dashboards with dynamic sales forecasting based on the current pipeline and historical data
Instantly spot risky deals (stuck, slipping, or missing key fields) before they derail your quarter
Monitor rep performance, activity levels, and conversion rates at every stage
Analyze pipeline trends over time and detect gaps
Conduct more effective 1-on-1s and pipeline reviews with real insights, not spreadsheets
Create sales plans, what-if scenarios and set realistic sales targets based on data not intuition.
Forecastio plugs into your HubSpot CRM in minutes and turns static data into actionable guidance. For teams that want more clarity, control, and confidence without adding tools or admin work Forecastio delivers exactly what modern sales leadership needs.
Unlock advanced forecasting and pipeline insights in HubSpot with Forecastio — Book a demo.
Salesforce Sales Cloud: CRM and sales management for enterprises

Salesforce Sales Cloud remains the gold standard for enterprise CRM, offering unparalleled customization and a vast marketplace of third-party apps.
Einstein AI capabilities have transformed the way large enterprises approach sales intelligence and forecasting. Robust workflow automation tools help manage complex sales processes at scale, and a new focus on industry-specific cloud solutions enhances its value for companies with specialized needs.
Features:
Full CRM functionality
Einstein-powered intelligence for predictive analytics
Highly customizable to fit any sales process
Massive ecosystem of third-party integrations and apps
Salesforce is perfect for large enterprises with unique needs and the resources to implement and maintain the system. It does require dedicated admin time to set up and configure.
Empower your sales team — use our Sales Rep Commission Calculator to quickly calculate commissions and ensure fair, transparent payouts.
Pipedrive: Visual pipeline management

Pipedrive revolutionized pipeline management with its engaging, visual interface. It's a game-changer for sales teams of all sizes who struggle to manage their process.
The platform's AI-powered sales assistant prioritizes activities and identifies top opportunities to close. Automation tools help handle time-consuming tasks, and a mobile-first design ensures your team stays productive on-the-go. Pipedrive also features robust offline access and syncs quickly when you get back online.
Pros:
Visual pipeline management for clear focus
AI-powered sales assistant for activity prioritization
Highly customizable workflows and automation
Robust mobile app with offline access
Pipedrive is ideal for small businesses and teams who want a simple, visual sales management tool. It lacks some features of enterprise solutions, but its ease of use and intuitive interface are major advantages.
For a detailed look at how HubSpot compares with Pipedrive, read our comprehensive comparison.
Outreach: Sales engagement optimization

Outreach is committed to helping teams optimize their outbound sales processes and engagement strategies.
Pros:
Sales engagement and outreach with multi-channel orchestration
Revenue intelligence for strategic sales decisions
Conversation intelligence to elevate sales dialogues
Outreach is perfect for B2B companies executing outbound sales strategies and account-based marketing initiatives. It has a high learning curve and a higher price point, but can be incredibly effective for organizations that buy into its process.
Creatio: No-code CRM and workflow automation

Creatio offers CRM products for marketing, sales, and service. Its sales automation offering is powered by a unique combination of no-code and GenAI tools to help organizations automate sales workflows without coding and achieve remarkable time-to-value.
Pros:
Unified no-code platform to automate customer engagements;
No-code tools for easy customization and app creation
Creatio Copilot and AI-powered predictive scoring and forecasting
Industry-specific solutions for 20+ verticals
Creatio is ideal for organizations looking to automate and optimize the entire customer journey from marketing to sales to service. Its no-code platform allows for rapid and easy customization and app creation without heavy IT involvement.
7. Salesloft: Sales engagement and automation

Salesloft is leading the way in sales management software, offering a unique combination of sales engagement and sophisticated sales process automation.
The platform's AI-powered insights help sales managers monitor key metrics and make data-driven decisions about their sales strategy. Multi-channel engagement tools ensure consistent customer interactions, and sales leaders appreciate its robust reporting and analytics. Sales reps love Salesloft's contact database and sales workflow automation features, which help organize customer information and guide the sales process with intelligent sales tracking and automated workflows.
Pros:
AI-powered analytics and engagement tracking to drive sales performance
Cadence management for optimizing customer relationships
Multi-channel communication with automated workflow
Robust coaching features and team performance analytics
Best for: B2B sales teams who need a sales management platform to increase sales productivity. Salesloft helps sales leaders coach their teams to success while maintaining data-driven sales processes and strong customer relationships.
8. Clari: Revenue intelligence and forecasting

Clari is a leading sales management software solution, offering a unique combination of revenue intelligence and sales engagement tools.
The platform's AI-powered analytics help sales managers predict outcomes and spot risks, while providing unparalleled insights into customer relationships and pipeline health. Sales teams appreciate its automated sales activity tools, key metric tracking, and accurate forecasting. Clari's comprehensive sales analytics provide a 365-degree view of your sales performance to identify areas for improvement and opportunity.
Pros:
AI-powered forecasting and revenue intelligence
Automated activity capture and risk detection
Pipeline analytics and visibility
Real-time performance tracking and team analytics
Best for: Enterprise sales teams who need a sales management platform to increase forecast accuracy and sales efficiency. Clari helps sales leaders make data-driven decisions while maintaining visibility into team performance and customer relationships.
Looking for Clari alternative? Read this article about top Clari alternatives and competitors..
9. DealHub: Revenue platform for high-performing sales teams

DealHub is changing the game for sales teams and their managers with its sales management system. The platform helps sales managers implement successful sales strategies with guided selling and intelligent playbooks. Its CPQ tool streamlines the complex quoting process, and sales leaders appreciate its sales trend tracking and performance insights.
Pros:
Guided selling workflows and intelligent playbooks
Advanced CPQ and contract lifecycle management
Real-time analytics for deal tracking and pipeline visibility
Comprehensive content management and sharing
Best for: B2B sales teams who need the right sales management software to streamline complex sales processes. DealHub helps high-performing sales teams close deals faster while maintaining strong customer relationships.
10. Revenue Grid: AI-powered revenue intelligence

Revenue Grid offers a unique combination of sales management tools and AI-driven revenue intelligence to help sales teams make informed, data-driven decisions.
The platform's customer interaction analysis provides actionable recommendations to boost sales productivity. Sales managers appreciate its comprehensive sales tracking and pipeline management features, which help organize customer information and provide accurate sales forecasts.
Pros:
Revenue intelligence and predictive analytics
Guided selling with next-best-action recommendations
Pipeline visibility and forecasting
Relationship intelligence tracking
Best for: Enterprise sales teams who need sales mgmt software to increase sales efficiency. Revenue Grid helps sales leaders optimize their sales process while maintaining visibility into key metrics.
11. Membrain: Complex B2B sales platform

Membrain is a sales management system with a unique focus on complex B2B sales. The platform helps sales teams implement effective sales strategies and processes.
It's designed to help sales managers create and execute complex sales processes that reflect their unique approach and customer journey maps. Membrain's sales coaching and enablement features support reps in maintaining consistent performance while nurturing customer relationships.
Pros:
Dynamic sales process design and workflow management
Sales enablement and coaching tools
Pipeline analytics and forecasting
Performance tracking and team management
Best for: B2B organizations with complex sales cycles who need robust sales management software. Membrain helps sales leaders coach consistent performance while maintaining strong customer relationships.
12. Spotio: Territory management and field sales software

Spotio is changing the way sales teams manage their territory and customer relationships with its mobile-first field sales software. The platform helps sales teams organize customer data and manage multiple sales pipelines on-the-go. Field sales operations thrive with Spotio's territory management features and real-time sales tracking.
Sales managers appreciate its location-based insights and ability to track team performance. The platform's real-time activity monitoring helps identify top performers and areas for improvement.
Pros:
Territory mapping and route optimization
Real-time field sales activity tracking and reporting
Mobile-first CRM with offline access
Automated lead management and distribution
Best for: Field sales teams who need simple sales management tools to increase sales productivity. Spotio helps sales leaders maintain strong customer relationships while improving sales efficiency through data-driven territory management.
Trying to choose between SalesRabbit and Spotio? Read our in-depth comparison to find the best fit for your sales team’s needs.
13. Veloxity: AI-driven sales performance platform

Veloxity is a sales management solution that leverages AI to enhance sales processes and forecasting in complex B2B environments. The platform helps sales departments track key metrics and manage customer relationships with intelligent automation and advanced analytics that exceed basic CRM capabilities.
Its data-driven approach helps sales teams focus on high-priority opportunities while maintaining efficient sales operations. Veloxity's customizable dashboard and workflow features enable sales leaders to tailor the platform to their unique needs and sales strategies.
Pros:
AI-powered sales analytics and forecasting
Pipeline and deal management
Automated sales activity tracking
Custom sales process modeling
Best for: Organizations who need sales team management software to increase sales performance. Veloxity helps sales managers make data-driven decisions while streamlining their sales process.
14. InsightSquared: Revenue intelligence and analytics

InsightSquared offers robust sales analytics and forecasting capabilities to help sales teams make better decisions with data-driven insights.
The platform transforms complex sales data into actionable intelligence that sales managers can use to improve team performance and pipeline management. Its seamless CRM integration makes it an ideal choice for organizations looking to supplement their sales management capabilities without disrupting their current workflow.
Pros:
Revenue analytics and forecasting
Customizable sales performance dashboards
Automated pipeline analysis and risk detection
Team performance benchmarking
Best for: Data-driven sales organizations who need advanced analytics to increase sales efficiency. InsightSquared helps sales leaders optimize their sales process while maintaining accurate forecasting and performance tracking.
15. Spiro: AI-powered sales assistant

Spiro is a sales optimization software that offers a unique AI-powered sales assistant to help sales teams manage their customer relationships and sales activities. The platform automates administrative tasks and provides intelligent recommendations to boost sales productivity. Sales reps can focus on closing deals instead of data entry and manual reporting.
Pros:
Proactive AI-powered sales assistance
Automated CRM data entry and enrichment
Intelligent opportunity and relationship tracking
Advanced sales analytics and reporting
Best for: Sales teams who need an intelligent sales management solution to automate administrative tasks. Spiro helps sales reps increase productivity while maintaining accurate customer information.
16. Close: High-velocity sales platform

Close is a opportunity management software solution that focuses on empowering inside sales teams with a highly efficient, communication-centric platform. The software eliminates customer interaction hassles by integrating calling, email, and SMS capabilities directly into its sales management system.
It's perfect for high-volume sales operations that need to move quickly and maintain consistent customer engagement. Close's emphasis on speed and efficiency, combined with powerful automation features, helps sales teams reduce administrative overhead and focus on what matters most –– closing deals.
Pros:
Integrated calling, email, and SMS capabilities
Automated lead management and follow-up
Custom activity reporting and analytics
Smart view creation for pipeline management
Best for: Inside sales teams who need an efficient sales management solution with integrated communication tools. Close helps sales leaders coach their teams to success while maintaining strong customer relationships through streamlined workflows.
Choosing the right CRM is critical for optimizing your sales process. See how HubSpot stacks up against Close in our article on Close vs. HubSpot.
17. Nutshell: Intuitive sales automation platform

Nutshell is a sales management software solution that's easy to use and even easier to love. The platform automates sales processes and provides tools to help sales teams manage customer relationships and close deals.
The intuitive interface is designed for rapid adoption, and its lightweight footprint makes it easy to implement and learn. Sales managers appreciate its ability to automate routine tasks while providing clear visibility into team activities and customer relationships.
Pros:
Intelligent sales process automation
Personal email sequence management
Territory and lead assignment rules
Mobile-first design with offline access
Best for: Small to medium-sized businesses who need simple sales management tools that don't sacrifice capability for simplicity. Nutshell helps sales reps increase sales efficiency while maintaining effective customer relationship management.
18. Capsule CRM: Relationship-focused sales platform

Capsule CRM takes a unique approach to sales management software by focusing on relationship management. The platform helps sales teams track not just deals but entire business networks and relationship histories.
Pros:
Advanced relationship tracking and mapping
Customizable sales pipelines and workflows
Integration with popular business tools
Detailed contact and opportunity management
Best for: Relationship-driven sales teams who need the right sales management software to track complex business networks. Capsule helps sales leaders maintain strong customer relationships while enhancing sales productivity.
19. EngageBay: All-in-one sales and marketing platform

EngageBay is a sales management software solution that's part of a comprehensive suite that includes sales, marketing, and service tools. The platform helps sales departments streamline their sales processes with advanced automation while providing a seamless customer experience across all touchpoints.
Pros:
Comprehensive contact management and deal tracking
Advanced automation and workflow
Integrated email marketing and landing pages
Multi-channel communication
Best for: Growing organizations who need affordable sales management software that's packed with features. EngageBay helps sales leaders coach their teams to success while maintaining strong customer relationships through integrated sales and marketing.
EngageBay vs. HubSpot: Dive into our detailed comparison to discover which CRM is the perfect match for your business.
20. Freshworks CRM: Customer-centric sales platform

Freshworks CRM (formerly Freshsales) is a CRM-native sales platform that provides AI-powered insights and automation to help sales teams sell smarter and close more deals. The platform helps sales reps manage customer relationships with intelligent lead scoring and automated workflows.
Pros:
AI-powered lead scoring and insights
Integrated phone and email
Visual sales pipeline management
Advanced analytics and reporting
Best for: Companies who need modern sales management software with AI capabilities. Freshworks CRM helps sales leaders optimize their sales process while maintaining strong customer relationships through intelligent automation.
Each of these solutions has its strengths and is suited to different organizations, sales philosophies, and sizes. The key is to find the one that fits your specific needs and integrates with your existing processes.
What is Forecastio?
Forecastio is an all-in-one sales management platform built for modern B2B teams that want to plan smarter, track better, and close more deals—with less guesswork. It’s especially powerful for teams using HubSpot, but its flexible design makes it a fit for any sales organization looking to improve forecasting and performance management.
Instead of relying on scattered spreadsheets or static dashboards, Forecastio brings everything sales leaders need into one intuitive interface.

Core capabilities:
Sales forecasting
Use multiple forecasting methods (stage-based, weighted pipeline, time-series) to get more accurate, reliable forecasts.
Pipeline risk analysis
Instantly see which deals are at risk based on inactivity, missing data, or slipping close dates—so you can take action before it’s too late.
Team performance tracking
Monitor activity, conversion rates, and outcomes by rep, team, or segment. Identify top performers and coaching opportunities.
Sales planning & goal setting
Set revenue targets, track progress, and analyze what’s needed to hit your goals using real-time data.
Insights for managers
See pipeline movement, performance gaps, and forecast accuracy in one view designed for weekly reviews, board prep, and revenue planning.
Seamless HubSpot integration
Sync data in real time. No CSVs, no manual updates, just actionable data where you need it.
Forecastio simplifies complex sales data and helps sales managers, RevOps teams, and sales directors focus on what really matters: hitting the number, coaching the team, and building predictable revenue.

Implementing sales management software in 7 steps
Choosing the right software is only half the battle. Implementation is key to getting the most out of your investment. Here are some best practices to make it a smooth one:
1. Get buy-in from leadership and sales team
Communicate the benefits to all stakeholders clearly
Address concerns and resistance before they arise
Involve key team members in the selection and implementation process
2. Phased rollout
Start with a pilot group to test and refine the implementation
Create a timeline for full deployment, including milestones and checkpoints
Plan data migration and system integration well in advance
3. Training and support
Offer a range of training options (e.g. in-person workshops, online tutorials, documentation)
Appoint “power users” to provide peer support
Set up a clear support process for ongoing questions and issues
4. Clear KPIs and success metrics
Define what success looks like for your business
Set measurable targets for adoption rates, efficiency gains, and sales performance
Review and communicate progress towards these targets regularly
5. Continuous improvement
Ask users for feedback and act on it
Stay up to date with new features and updates from your vendor
Refine processes and workflows to get the most out of the software
6. Data quality and governance
Set up data entry standards and processes
Audit and clean your data regularly
Implement data governance to keep data clean
7. Adoption culture
Lead by example, with management using the new system themselves
Celebrate early wins and share success stories
Consider gamification or incentives to drive adoption and usage
By following these you’ll be well on your way to a successful implementation that delivers real value to your sales team and business.
Don’t forget, that implementing new sales management software is not just a technical change – it’s a strategic move that can transform your sales processes and drive growth. Take your time to choose well and implement wisely and you’ll be on your way to supercharging your sales team’s performance in 2024 and beyond.
Conclusion
Choosing the right sales management software is no longer just a nice-to-have, it’s essential for building a scalable, efficient, and high-performing sales team. Whether you’re looking to organize your sales pipeline, improve forecast accuracy, or monitor team performance in real time, the right tools can give you the clarity and control needed to grow revenue with confidence.
For teams using HubSpot, platforms like Forecastio can fill critical gaps by offering deeper forecasting capabilities, pipeline risk analysis, and advanced sales performance tracking without the burden of building everything from scratch.
In the end, the best sales management software is the one that aligns with your sales model, integrates with your existing tech stack, and helps your team focus on what matters most: closing more deals, hitting goals, and driving sustainable growth.
FAQ.
What features should I look for in sales management software?
Look for sales management software with features like pipeline tracking, contact management, team performance insights, and sales forecasting. The best sales management tools integrate well with your CRM and scale with your team’s needs.
What is the difference between CRM and sales management software?
A CRM focuses on managing customer data, interactions, and relationships. Sales management software is a broader category that includes CRM functionality but also offers tools for pipeline management, performance tracking, forecasting, and managing the overall sales process. Many sales management platforms combine both.
How does sales management software help improve forecasting?
Sales management software improves forecasting by applying advanced methods that most CRMs lack. It uses historical data, deal trends, and patterns to generate more accurate predictions. Some platforms apply probabilities to deals using machine learning, making forecasts more dynamic and reliable.
What are the best sales management tools for B2B companies?
Some of the best sales management tools for B2B companies include platforms like HubSpot, Salesforce, Pipedrive, and Zoho CRM for core CRM functionality. For advanced forecasting and performance tracking, solutions like Clari, InsightSquared, and Forecastio enhance visibility and accuracy. These tools combine the strengths of a CRM for sales teams with specialized sales management software features tailored for B2B needs.
How much does sales management software cost?
The cost of sales management software varies widely based on features, team size, and level of customization. Basic CRM for sales teams can start at around $20–$30 per user per month, while more advanced sales management platforms with forecasting, analytics, and integrations may range from $50 to $150+ per user monthly.
Can small businesses benefit from sales management software?
Yes, small businesses can benefit greatly from using sales management software. It helps organize contacts, track deals, and monitor team performance—all from one place. Many sales management software for small business options are affordable, easy to use, and scale as the team grows. They provide the structure and visibility needed to improve efficiency and close more deals.
How to effectively manage commissions? Which compensation plan to use for your sales model?
We prepared a detailed guide on sales commission tracking and compensation management for B2B sales teams.
The guide includes:
How to streamline sales commission tracking?
Which compensation plan to choose?
What is the best platform for managing commission in sales?
Read the article and answer all the questions you have regarding commission tracking.
Introduction
Looking for the best sales management software to streamline your sales process and improve team performance? You’re not alone. As more businesses look for smarter ways to close deals, manage customer relationships, and track team performance, the demand for sales management software is growing rapidly. Whether you're a growing startup or an established company, having the right sales team management software can be the difference between hitting or missing your sales targets.
In this guide, we’ll break down what sales management software is, its benefits, how to choose the right solution, and why platforms like Forecastio are becoming essential tools for B2B sales leaders.
What is Sales Management Software?
Sales management software refers to a broad category of digital tools designed to help businesses manage their sales teams, improve sales performance, and grow revenue. It includes everything from CRM systems to specialized tools for sales forecasting, pipeline management, performance tracking, and commission management.
While some platforms combine multiple capabilities into one sales management system, in most cases, companies use a set of integrated tools to manage different parts of the sales process. Choosing the right sales management tools depends on your goals, team structure, and sales model.
Common types of sales management software:
CRM software – for organizing customer and lead data, managing interactions, and tracking deals (e.g., HubSpot, Salesforce)
Sales forecasting tools – for predicting revenue based on pipeline data, deal stages, and historical trends
Sales performance management software – for tracking rep activity, measuring KPIs, and improving accountability

Sales pipeline management software – for visualizing and managing opportunities across deal stages
Sales compensation tools – for automating commission calculations and managing incentive plans
Sales enablement platforms – for supporting sales reps with training, playbooks, and content
Sales analytics software – for generating reports, dashboards, and actionable insights
Some platforms, like Forecastio, combine several of these functions. Forecastio enhances HubSpot CRM for sales teams by adding powerful forecasting models, pipeline health insights, and performance analytics — all designed to help sales managers detect issues early and improve sales efficiency.
Whether you're looking for a full sales management CRM systems or tools to fill gaps in your stack, it's essential to choose solutions that align with your sales strategy, team size, and growth plans.
Benefits of Sales Management Software
Using the best software for sales management can completely transform the way your sales department operates. It enables better decision-making, enhances visibility, and improves team coordination — all critical for driving consistent sales success.
Key benefits include:
Better visibility into the sales pipeline: Track deals, identify bottlenecks, and improve pipeline management.
Increased sales efficiency: Automate repetitive tasks, reduce manual work, and save time for selling.
Improved team performance: Get a real-time view of individual and team productivity with sales metrics.
Enhanced forecasting: Use real data to forecast future sales and set achievable sales goals.
Stronger customer relationships: Manage interactions, track customer lifetime value, and build loyal customers.
More informed decisions: Leverage sales data and key metrics to guide your sales strategies.
If you're managing a small or mid-sized sales team, choosing a sales management software for small business that avoids the complexity of enterprise tools can help you grow more efficiently.

How to Choose the Right Sales Management Software
Choosing the best sales management software isn’t just about features, it’s about finding tools that fit your team, your process, and your goals. Whether you’re selecting a standalone CRM for sales teams or building a full sales management system, the right solution should align with how your team sells and scales with your business.
Here are key factors to consider when evaluating software to manage sales teams:
1. Fit with your sales process
Your software should support how your team already works or help improve it without forcing dramatic changes.
Does it align with your sales cycle length and complexity?
Can it support how you manage your sales pipeline, sales calls, and customer interactions?
Does it work well for your type of sales team—inbound, outbound, hybrid?
2. Core and extended functionality
Look for both essential tools and features that support growth.
Must-haves: Contact management, deal tracking, pipeline visibility, sales metrics, and mobile access
Good to have: Sales forecasting, performance dashboards, commission tracking, goal management, and sales analytics
Optional: Lead generation, sales training modules, and integration with marketing tools
3. Ease of use and team adoption
No matter how powerful a tool is, it’s only effective if your team actually uses it.
Is the interface intuitive for both sales reps and sales managers?
Can it be updated quickly after meetings or on a mobile device?
Does it help reduce repetitive tasks and administrative workload?
4. Integration with your existing tools
Your sales management platform should work seamlessly with your existing tech stack not create extra friction. Make sure it integrates with the tools your team already uses daily.
Can it connect to your current CRM for sales management, communication apps, or project management platforms?
Does it allow smooth syncing of customer data, pipeline stages, and performance metrics?
📌 For example, Forecastio integrates directly with HubSpot, enhancing it with more advanced sales forecasting, pipeline health insights, and sales performance tracking giving sales leaders a much clearer view of what’s working and where things might go off track.
5. Scalability and flexibility
Choose a solution that works now and grows with you.
Can the platform scale with a growing team or more complex sales processes?
Are features modular or flexible enough to adapt as your needs evolve?
6. Support, training, and reliability
Is onboarding fast and smooth?
Is there reliable support and documentation available?
Do you get regular updates and improvements?
By focusing on usability, alignment with your sales model, and long-term flexibility, you can choose a sales management software that helps drive consistent performance, not just manage tasks. Whether you're building a stack of B2B sales tools or looking for an all-in-one platform, the goal is the same: better visibility, smarter decisions, and more closed deals.
To understand how top commission management platforms stack up, read our in-depth comparison: Spiff vs. CaptivateIQ.
Best 20 sales management tools 2025
Now that we’ve covered the features, let’s look at the best sales management software solutions for 2025:
HubSpot Sales Hub: Inbound sales solution

HubSpot Sales Hub is a critical component of modern sales tech stacks, offering a full suite of tools that integrate with HubSpot's marketing and service offerings.
The platform shines by combining robust sales automation tools with an incredibly intuitive interface. It's a great choice for teams of all skill levels, and recent updates featuring conversation intelligence and advanced analytics have turned it into a sales performance management powerhouse.
Pros:
Tight integration with HubSpot CRM and Marketing Hub
Intuitive interface with low learning curve
Advanced email tracking and templating
Built-in meeting scheduling
Conversation intelligence
HubSpot Sales Hub is perfect for SMBs and mid-market companies already invested in the HubSpot ecosystem.
While it's a great starting point, many organizations find that adding specialized tools like Forecastio helps them manage sales performance more effectively. Combining HubSpot Sales Hub with Forecastio provides advanced forecasting, pipeline management, and sales capacity planning features to drive strategic growth initiatives.
For a closer look at how Attio stacks up against HubSpot as a CRM, explore our in-depth analysis: Attio vs. HubSpot.
2. Enhance HubSpot with Forecastio

If you’re using HubSpot as your CRM, you already have a solid foundation for managing contacts, deals, and pipelines. But when it comes to advanced forecasting, pipeline analysis, and performance visibility, many sales leaders quickly hit the limits of what HubSpot offers out of the box.
That’s where Forecastio steps in.
Forecastio enhances HubSpot with all the capabilities a sales leader needs to track performance, identify risks, and forecast revenue without the need to build complex, time-consuming, or costly custom reports.
With Forecastio, you can:
Go beyond basic dashboards with dynamic sales forecasting based on the current pipeline and historical data
Instantly spot risky deals (stuck, slipping, or missing key fields) before they derail your quarter
Monitor rep performance, activity levels, and conversion rates at every stage
Analyze pipeline trends over time and detect gaps
Conduct more effective 1-on-1s and pipeline reviews with real insights, not spreadsheets
Create sales plans, what-if scenarios and set realistic sales targets based on data not intuition.
Forecastio plugs into your HubSpot CRM in minutes and turns static data into actionable guidance. For teams that want more clarity, control, and confidence without adding tools or admin work Forecastio delivers exactly what modern sales leadership needs.
Unlock advanced forecasting and pipeline insights in HubSpot with Forecastio — Book a demo.
Salesforce Sales Cloud: CRM and sales management for enterprises

Salesforce Sales Cloud remains the gold standard for enterprise CRM, offering unparalleled customization and a vast marketplace of third-party apps.
Einstein AI capabilities have transformed the way large enterprises approach sales intelligence and forecasting. Robust workflow automation tools help manage complex sales processes at scale, and a new focus on industry-specific cloud solutions enhances its value for companies with specialized needs.
Features:
Full CRM functionality
Einstein-powered intelligence for predictive analytics
Highly customizable to fit any sales process
Massive ecosystem of third-party integrations and apps
Salesforce is perfect for large enterprises with unique needs and the resources to implement and maintain the system. It does require dedicated admin time to set up and configure.
Empower your sales team — use our Sales Rep Commission Calculator to quickly calculate commissions and ensure fair, transparent payouts.
Pipedrive: Visual pipeline management

Pipedrive revolutionized pipeline management with its engaging, visual interface. It's a game-changer for sales teams of all sizes who struggle to manage their process.
The platform's AI-powered sales assistant prioritizes activities and identifies top opportunities to close. Automation tools help handle time-consuming tasks, and a mobile-first design ensures your team stays productive on-the-go. Pipedrive also features robust offline access and syncs quickly when you get back online.
Pros:
Visual pipeline management for clear focus
AI-powered sales assistant for activity prioritization
Highly customizable workflows and automation
Robust mobile app with offline access
Pipedrive is ideal for small businesses and teams who want a simple, visual sales management tool. It lacks some features of enterprise solutions, but its ease of use and intuitive interface are major advantages.
For a detailed look at how HubSpot compares with Pipedrive, read our comprehensive comparison.
Outreach: Sales engagement optimization

Outreach is committed to helping teams optimize their outbound sales processes and engagement strategies.
Pros:
Sales engagement and outreach with multi-channel orchestration
Revenue intelligence for strategic sales decisions
Conversation intelligence to elevate sales dialogues
Outreach is perfect for B2B companies executing outbound sales strategies and account-based marketing initiatives. It has a high learning curve and a higher price point, but can be incredibly effective for organizations that buy into its process.
Creatio: No-code CRM and workflow automation

Creatio offers CRM products for marketing, sales, and service. Its sales automation offering is powered by a unique combination of no-code and GenAI tools to help organizations automate sales workflows without coding and achieve remarkable time-to-value.
Pros:
Unified no-code platform to automate customer engagements;
No-code tools for easy customization and app creation
Creatio Copilot and AI-powered predictive scoring and forecasting
Industry-specific solutions for 20+ verticals
Creatio is ideal for organizations looking to automate and optimize the entire customer journey from marketing to sales to service. Its no-code platform allows for rapid and easy customization and app creation without heavy IT involvement.
7. Salesloft: Sales engagement and automation

Salesloft is leading the way in sales management software, offering a unique combination of sales engagement and sophisticated sales process automation.
The platform's AI-powered insights help sales managers monitor key metrics and make data-driven decisions about their sales strategy. Multi-channel engagement tools ensure consistent customer interactions, and sales leaders appreciate its robust reporting and analytics. Sales reps love Salesloft's contact database and sales workflow automation features, which help organize customer information and guide the sales process with intelligent sales tracking and automated workflows.
Pros:
AI-powered analytics and engagement tracking to drive sales performance
Cadence management for optimizing customer relationships
Multi-channel communication with automated workflow
Robust coaching features and team performance analytics
Best for: B2B sales teams who need a sales management platform to increase sales productivity. Salesloft helps sales leaders coach their teams to success while maintaining data-driven sales processes and strong customer relationships.
8. Clari: Revenue intelligence and forecasting

Clari is a leading sales management software solution, offering a unique combination of revenue intelligence and sales engagement tools.
The platform's AI-powered analytics help sales managers predict outcomes and spot risks, while providing unparalleled insights into customer relationships and pipeline health. Sales teams appreciate its automated sales activity tools, key metric tracking, and accurate forecasting. Clari's comprehensive sales analytics provide a 365-degree view of your sales performance to identify areas for improvement and opportunity.
Pros:
AI-powered forecasting and revenue intelligence
Automated activity capture and risk detection
Pipeline analytics and visibility
Real-time performance tracking and team analytics
Best for: Enterprise sales teams who need a sales management platform to increase forecast accuracy and sales efficiency. Clari helps sales leaders make data-driven decisions while maintaining visibility into team performance and customer relationships.
Looking for Clari alternative? Read this article about top Clari alternatives and competitors..
9. DealHub: Revenue platform for high-performing sales teams

DealHub is changing the game for sales teams and their managers with its sales management system. The platform helps sales managers implement successful sales strategies with guided selling and intelligent playbooks. Its CPQ tool streamlines the complex quoting process, and sales leaders appreciate its sales trend tracking and performance insights.
Pros:
Guided selling workflows and intelligent playbooks
Advanced CPQ and contract lifecycle management
Real-time analytics for deal tracking and pipeline visibility
Comprehensive content management and sharing
Best for: B2B sales teams who need the right sales management software to streamline complex sales processes. DealHub helps high-performing sales teams close deals faster while maintaining strong customer relationships.
10. Revenue Grid: AI-powered revenue intelligence

Revenue Grid offers a unique combination of sales management tools and AI-driven revenue intelligence to help sales teams make informed, data-driven decisions.
The platform's customer interaction analysis provides actionable recommendations to boost sales productivity. Sales managers appreciate its comprehensive sales tracking and pipeline management features, which help organize customer information and provide accurate sales forecasts.
Pros:
Revenue intelligence and predictive analytics
Guided selling with next-best-action recommendations
Pipeline visibility and forecasting
Relationship intelligence tracking
Best for: Enterprise sales teams who need sales mgmt software to increase sales efficiency. Revenue Grid helps sales leaders optimize their sales process while maintaining visibility into key metrics.
11. Membrain: Complex B2B sales platform

Membrain is a sales management system with a unique focus on complex B2B sales. The platform helps sales teams implement effective sales strategies and processes.
It's designed to help sales managers create and execute complex sales processes that reflect their unique approach and customer journey maps. Membrain's sales coaching and enablement features support reps in maintaining consistent performance while nurturing customer relationships.
Pros:
Dynamic sales process design and workflow management
Sales enablement and coaching tools
Pipeline analytics and forecasting
Performance tracking and team management
Best for: B2B organizations with complex sales cycles who need robust sales management software. Membrain helps sales leaders coach consistent performance while maintaining strong customer relationships.
12. Spotio: Territory management and field sales software

Spotio is changing the way sales teams manage their territory and customer relationships with its mobile-first field sales software. The platform helps sales teams organize customer data and manage multiple sales pipelines on-the-go. Field sales operations thrive with Spotio's territory management features and real-time sales tracking.
Sales managers appreciate its location-based insights and ability to track team performance. The platform's real-time activity monitoring helps identify top performers and areas for improvement.
Pros:
Territory mapping and route optimization
Real-time field sales activity tracking and reporting
Mobile-first CRM with offline access
Automated lead management and distribution
Best for: Field sales teams who need simple sales management tools to increase sales productivity. Spotio helps sales leaders maintain strong customer relationships while improving sales efficiency through data-driven territory management.
Trying to choose between SalesRabbit and Spotio? Read our in-depth comparison to find the best fit for your sales team’s needs.
13. Veloxity: AI-driven sales performance platform

Veloxity is a sales management solution that leverages AI to enhance sales processes and forecasting in complex B2B environments. The platform helps sales departments track key metrics and manage customer relationships with intelligent automation and advanced analytics that exceed basic CRM capabilities.
Its data-driven approach helps sales teams focus on high-priority opportunities while maintaining efficient sales operations. Veloxity's customizable dashboard and workflow features enable sales leaders to tailor the platform to their unique needs and sales strategies.
Pros:
AI-powered sales analytics and forecasting
Pipeline and deal management
Automated sales activity tracking
Custom sales process modeling
Best for: Organizations who need sales team management software to increase sales performance. Veloxity helps sales managers make data-driven decisions while streamlining their sales process.
14. InsightSquared: Revenue intelligence and analytics

InsightSquared offers robust sales analytics and forecasting capabilities to help sales teams make better decisions with data-driven insights.
The platform transforms complex sales data into actionable intelligence that sales managers can use to improve team performance and pipeline management. Its seamless CRM integration makes it an ideal choice for organizations looking to supplement their sales management capabilities without disrupting their current workflow.
Pros:
Revenue analytics and forecasting
Customizable sales performance dashboards
Automated pipeline analysis and risk detection
Team performance benchmarking
Best for: Data-driven sales organizations who need advanced analytics to increase sales efficiency. InsightSquared helps sales leaders optimize their sales process while maintaining accurate forecasting and performance tracking.
15. Spiro: AI-powered sales assistant

Spiro is a sales optimization software that offers a unique AI-powered sales assistant to help sales teams manage their customer relationships and sales activities. The platform automates administrative tasks and provides intelligent recommendations to boost sales productivity. Sales reps can focus on closing deals instead of data entry and manual reporting.
Pros:
Proactive AI-powered sales assistance
Automated CRM data entry and enrichment
Intelligent opportunity and relationship tracking
Advanced sales analytics and reporting
Best for: Sales teams who need an intelligent sales management solution to automate administrative tasks. Spiro helps sales reps increase productivity while maintaining accurate customer information.
16. Close: High-velocity sales platform

Close is a opportunity management software solution that focuses on empowering inside sales teams with a highly efficient, communication-centric platform. The software eliminates customer interaction hassles by integrating calling, email, and SMS capabilities directly into its sales management system.
It's perfect for high-volume sales operations that need to move quickly and maintain consistent customer engagement. Close's emphasis on speed and efficiency, combined with powerful automation features, helps sales teams reduce administrative overhead and focus on what matters most –– closing deals.
Pros:
Integrated calling, email, and SMS capabilities
Automated lead management and follow-up
Custom activity reporting and analytics
Smart view creation for pipeline management
Best for: Inside sales teams who need an efficient sales management solution with integrated communication tools. Close helps sales leaders coach their teams to success while maintaining strong customer relationships through streamlined workflows.
Choosing the right CRM is critical for optimizing your sales process. See how HubSpot stacks up against Close in our article on Close vs. HubSpot.
17. Nutshell: Intuitive sales automation platform

Nutshell is a sales management software solution that's easy to use and even easier to love. The platform automates sales processes and provides tools to help sales teams manage customer relationships and close deals.
The intuitive interface is designed for rapid adoption, and its lightweight footprint makes it easy to implement and learn. Sales managers appreciate its ability to automate routine tasks while providing clear visibility into team activities and customer relationships.
Pros:
Intelligent sales process automation
Personal email sequence management
Territory and lead assignment rules
Mobile-first design with offline access
Best for: Small to medium-sized businesses who need simple sales management tools that don't sacrifice capability for simplicity. Nutshell helps sales reps increase sales efficiency while maintaining effective customer relationship management.
18. Capsule CRM: Relationship-focused sales platform

Capsule CRM takes a unique approach to sales management software by focusing on relationship management. The platform helps sales teams track not just deals but entire business networks and relationship histories.
Pros:
Advanced relationship tracking and mapping
Customizable sales pipelines and workflows
Integration with popular business tools
Detailed contact and opportunity management
Best for: Relationship-driven sales teams who need the right sales management software to track complex business networks. Capsule helps sales leaders maintain strong customer relationships while enhancing sales productivity.
19. EngageBay: All-in-one sales and marketing platform

EngageBay is a sales management software solution that's part of a comprehensive suite that includes sales, marketing, and service tools. The platform helps sales departments streamline their sales processes with advanced automation while providing a seamless customer experience across all touchpoints.
Pros:
Comprehensive contact management and deal tracking
Advanced automation and workflow
Integrated email marketing and landing pages
Multi-channel communication
Best for: Growing organizations who need affordable sales management software that's packed with features. EngageBay helps sales leaders coach their teams to success while maintaining strong customer relationships through integrated sales and marketing.
EngageBay vs. HubSpot: Dive into our detailed comparison to discover which CRM is the perfect match for your business.
20. Freshworks CRM: Customer-centric sales platform

Freshworks CRM (formerly Freshsales) is a CRM-native sales platform that provides AI-powered insights and automation to help sales teams sell smarter and close more deals. The platform helps sales reps manage customer relationships with intelligent lead scoring and automated workflows.
Pros:
AI-powered lead scoring and insights
Integrated phone and email
Visual sales pipeline management
Advanced analytics and reporting
Best for: Companies who need modern sales management software with AI capabilities. Freshworks CRM helps sales leaders optimize their sales process while maintaining strong customer relationships through intelligent automation.
Each of these solutions has its strengths and is suited to different organizations, sales philosophies, and sizes. The key is to find the one that fits your specific needs and integrates with your existing processes.
What is Forecastio?
Forecastio is an all-in-one sales management platform built for modern B2B teams that want to plan smarter, track better, and close more deals—with less guesswork. It’s especially powerful for teams using HubSpot, but its flexible design makes it a fit for any sales organization looking to improve forecasting and performance management.
Instead of relying on scattered spreadsheets or static dashboards, Forecastio brings everything sales leaders need into one intuitive interface.

Core capabilities:
Sales forecasting
Use multiple forecasting methods (stage-based, weighted pipeline, time-series) to get more accurate, reliable forecasts.
Pipeline risk analysis
Instantly see which deals are at risk based on inactivity, missing data, or slipping close dates—so you can take action before it’s too late.
Team performance tracking
Monitor activity, conversion rates, and outcomes by rep, team, or segment. Identify top performers and coaching opportunities.
Sales planning & goal setting
Set revenue targets, track progress, and analyze what’s needed to hit your goals using real-time data.
Insights for managers
See pipeline movement, performance gaps, and forecast accuracy in one view designed for weekly reviews, board prep, and revenue planning.
Seamless HubSpot integration
Sync data in real time. No CSVs, no manual updates, just actionable data where you need it.
Forecastio simplifies complex sales data and helps sales managers, RevOps teams, and sales directors focus on what really matters: hitting the number, coaching the team, and building predictable revenue.

Implementing sales management software in 7 steps
Choosing the right software is only half the battle. Implementation is key to getting the most out of your investment. Here are some best practices to make it a smooth one:
1. Get buy-in from leadership and sales team
Communicate the benefits to all stakeholders clearly
Address concerns and resistance before they arise
Involve key team members in the selection and implementation process
2. Phased rollout
Start with a pilot group to test and refine the implementation
Create a timeline for full deployment, including milestones and checkpoints
Plan data migration and system integration well in advance
3. Training and support
Offer a range of training options (e.g. in-person workshops, online tutorials, documentation)
Appoint “power users” to provide peer support
Set up a clear support process for ongoing questions and issues
4. Clear KPIs and success metrics
Define what success looks like for your business
Set measurable targets for adoption rates, efficiency gains, and sales performance
Review and communicate progress towards these targets regularly
5. Continuous improvement
Ask users for feedback and act on it
Stay up to date with new features and updates from your vendor
Refine processes and workflows to get the most out of the software
6. Data quality and governance
Set up data entry standards and processes
Audit and clean your data regularly
Implement data governance to keep data clean
7. Adoption culture
Lead by example, with management using the new system themselves
Celebrate early wins and share success stories
Consider gamification or incentives to drive adoption and usage
By following these you’ll be well on your way to a successful implementation that delivers real value to your sales team and business.
Don’t forget, that implementing new sales management software is not just a technical change – it’s a strategic move that can transform your sales processes and drive growth. Take your time to choose well and implement wisely and you’ll be on your way to supercharging your sales team’s performance in 2024 and beyond.
Conclusion
Choosing the right sales management software is no longer just a nice-to-have, it’s essential for building a scalable, efficient, and high-performing sales team. Whether you’re looking to organize your sales pipeline, improve forecast accuracy, or monitor team performance in real time, the right tools can give you the clarity and control needed to grow revenue with confidence.
For teams using HubSpot, platforms like Forecastio can fill critical gaps by offering deeper forecasting capabilities, pipeline risk analysis, and advanced sales performance tracking without the burden of building everything from scratch.
In the end, the best sales management software is the one that aligns with your sales model, integrates with your existing tech stack, and helps your team focus on what matters most: closing more deals, hitting goals, and driving sustainable growth.
FAQ.
What features should I look for in sales management software?
Look for sales management software with features like pipeline tracking, contact management, team performance insights, and sales forecasting. The best sales management tools integrate well with your CRM and scale with your team’s needs.
What is the difference between CRM and sales management software?
A CRM focuses on managing customer data, interactions, and relationships. Sales management software is a broader category that includes CRM functionality but also offers tools for pipeline management, performance tracking, forecasting, and managing the overall sales process. Many sales management platforms combine both.
How does sales management software help improve forecasting?
Sales management software improves forecasting by applying advanced methods that most CRMs lack. It uses historical data, deal trends, and patterns to generate more accurate predictions. Some platforms apply probabilities to deals using machine learning, making forecasts more dynamic and reliable.
What are the best sales management tools for B2B companies?
Some of the best sales management tools for B2B companies include platforms like HubSpot, Salesforce, Pipedrive, and Zoho CRM for core CRM functionality. For advanced forecasting and performance tracking, solutions like Clari, InsightSquared, and Forecastio enhance visibility and accuracy. These tools combine the strengths of a CRM for sales teams with specialized sales management software features tailored for B2B needs.
How much does sales management software cost?
The cost of sales management software varies widely based on features, team size, and level of customization. Basic CRM for sales teams can start at around $20–$30 per user per month, while more advanced sales management platforms with forecasting, analytics, and integrations may range from $50 to $150+ per user monthly.
Can small businesses benefit from sales management software?
Yes, small businesses can benefit greatly from using sales management software. It helps organize contacts, track deals, and monitor team performance—all from one place. Many sales management software for small business options are affordable, easy to use, and scale as the team grows. They provide the structure and visibility needed to improve efficiency and close more deals.
How to effectively manage commissions? Which compensation plan to use for your sales model?
We prepared a detailed guide on sales commission tracking and compensation management for B2B sales teams.
The guide includes:
How to streamline sales commission tracking?
Which compensation plan to choose?
What is the best platform for managing commission in sales?
Read the article and answer all the questions you have regarding commission tracking.
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Dmytro is a seasoned marketing professional with over 10 years in the B2B and startup ecosystem. He is passionate about helping companies better plan their revenue goals, improve forecast accuracy, and proactively address performance bottlenecks or seize growth opportunities.
Dmytro is a seasoned marketing professional with over 10 years in the B2B and startup ecosystem. He is passionate about helping companies better plan their revenue goals, improve forecast accuracy, and proactively address performance bottlenecks or seize growth opportunities.
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