15 Best Sales Tracking Software in 2025: A Sales Leader's Guide
Jan 29, 2025
Jan 29, 2025
Dmytro Chervonyi
CMO at Forecastio
Last updated
Jan 29, 2025
Reading time
9 min
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Table of Contents
In today’s data-driven sales environment, having the right sales tracking software isn’t just about managing your pipeline — it’s about nurturing customer relationships, gaining actionable insights that drive revenue growth, and improving forecast accuracy. As a sales leader, you need a solution that combines powerful tracking capabilities with practical analytics to make informed decisions and optimize your sales process.
This comprehensive guide will help you navigate the complex landscape of sales tracking software options and choose the solution that best fits your organization’s needs. We’ve analyzed the top platforms based on real user feedback, performance data, and extensive testing to bring you actionable insights for making an informed decision.
What Modern Sales Teams Need from Tracking Software
Today's sales tracking solutions must go beyond basic pipeline management to deliver real value. The best platforms help sales leaders monitor team performance, analyze customer data, and make data-driven decisions that directly impact revenue. When evaluating options, consider how each solution addresses these core needs while fitting into your existing sales process.
Top Sales Tracking Tools for 2025
1. Forecastio
Forecastio transforms sales tracking through AI-powered sales performance management features that deliver up to 95% forecast accuracy and real-time pipeline risk detection. Forecastio excels in sales forecasting, providing up to 95% forecast accuracy through its AI-powered features. Its deep integration with HubSpot and automated insights help sales teams close more deals while saving hours on pipeline management and forecasting activities.
Best for: Sales leaders focused on accurate forecasting and data-driven sales performance management
Pricing:
Basic: $119/month (2 users included, all features included)
Custom pricing (Unlimited users, unlimited deals analysis, full feature set)
Free Trial: 14 days, all features included
Key Capabilities:
Advanced pipeline health monitoring with risky deal identification
Advanced forecasting with up to 96% accuracy
Detailed sales performance analytics and benchmarking
Key sales metrics dashboards and trend reports
Seamless HubSpot integration
Sales planning and goal setting
What sets Forecastio apart is its focus on turning sales tracking data into actionable insights. The software helps teams track important metrics and provides specific recommendations for improving win rates and accelerating deals.
2. HubSpot Sales Hub
HubSpot Sales Hub provides a unified platform for tracking sales activities, managing pipelines, and monitoring team performance across the entire sales cycle. HubSpot Sales Hub also offers robust lead management features, helping sales teams track, score, and qualify leads effectively. While the platform offers solid basic tracking capabilities, many organizations enhance it with Forecastio for more accurate forecasting and advanced pipeline analytics.
Best for: Organizations seeking an all-in-one CRM solution with built-in tracking capabilities
Key Features:
End-to-end pipeline visibility
Native integration with marketing tools
Activity tracking and automation
Basic sales forecasting
Pricing:
Starter: $20/user/month
Professional: $100/user/month
Enterprise: $150/user/month
Free Tools: Available for basic needs
3. Salesforce Sales Cloud
Salesforce Sales Cloud delivers enterprise-grade sales tracking with extensive customization options and robust reporting capabilities. However, the platform requires significant investment in setup and maintenance, often leading organizations to supplement it with specialized tools for accurate forecasting and pipeline analytics.
Best for: Enterprise organizations requiring extensive customization
Key Features:
Comprehensive pipeline management
Advanced territory management
Custom sales process modeling
Enterprise-grade reporting
Mobile capabilities
Pricing:
Essentials: $25/user/month
Professional: $100/user/month
Enterprise: $165/user/month
Unlimited: Custom pricing
4. Pipedrive
Pipedrive excels at visual pipeline management with an intuitive drag-and-drop interface that makes tracking deals straightforward and efficient. Pipedrive’s intuitive interface makes it easy to manage and visualize the sales pipeline, ensuring that all stages of the sales process are tracked efficiently. While the platform serves well for basic sales tracking, its forecasting capabilities are limited compared to specialized solutions like Forecastio, making it better suited for teams primarily focused on pipeline visualization.
Best for: Mid-sized teams seeking visual pipeline management
Key Features:
Visual pipeline management
Smart email integration
Activity and goal monitoring
Customizable workflows
Mobile-first design
Pricing:
Essential: $19/user/month
Advanced: $34/user/month
Professional: $64/user/month
Power: $74/user/month
Enterprise: 99/user/month
5. Zoho CRM
Zoho CRM combines comprehensive sales tracking capabilities with competitive pricing, making it an attractive option for growing businesses needing basic pipeline management. Zoho CRM also facilitates collaboration between sales and marketing teams, ensuring that both departments work together to drive revenue growth. The platform offers good value for basic tracking needs but lacks the advanced forecasting and AI-powered insights found in more specialized tools.
Best for: Growing companies seeking a balance of features and affordability
Key Features:
Visual pipeline management
Basic forecasting tools
Email tracking and automation
Mobile app with offline access
Custom dashboards
Pricing:
Standard: $20/user/month
Professional: $35/user/month
Enterprise: $50/user/month
Ultimate: $65/user/month
6. Close CRM
Close differentiates itself through built-in calling features and a strong focus on communication tracking, making it ideal for inside sales teams managing high-volume outreach. The platform excels at activity tracking but requires additional tools for advanced pipeline analytics and accurate forecasting.
Best for: Small to medium-sized teams focusing on inside sales
Key Features:
Integrated calling and SMS
Email sequence automation
Activity tracking
Custom pipeline management
Lead scoring
Pricing:
Base: $29/user/month
Startup: $59/user/month
Professional: $109/user/month
Enterprise: $149/user/month
7. Freshsales
Freshsales combines AI-powered contact scoring with traditional sales tracking features to help teams prioritize their most promising opportunities. Freshsales helps teams develop effective sales strategies by prioritizing their most promising opportunities through AI-powered contact scoring. While its built-in phone and email capabilities streamline communication tracking, the platform’s forecasting accuracy falls short of specialized solutions.
Best for: Teams needing AI-powered contact scoring and basic deal insights
Key Features:
AI-powered contact scoring
Built-in phone and email
Deal pipeline management
Territory management
Custom reporting
Pricing:
Growth: $11/user/month
Pro: $47/user/month
Enterprise: $71/user/month
8. Monday Sales CRM
Monday offers a highly visual and customizable approach to sales tracking that works well for teams wanting to build their own workflows. Monday allows teams to build custom workflows that streamline their sales processes and improve overall efficiency. The platform’s flexibility is both a strength and limitation, as it requires significant setup time to match the sales-specific capabilities of dedicated solutions.
Best for: Teams seeking high customization with visual workflow management
Key Features:
Customizable pipeline views
Visual progress tracking
Team collaboration tools
Automation capabilities
Multiple integration options
Pricing (Starting from 3 users):
Basic: $15/user/month
Standard: $20/user/month
Pro: $33/user/month
Enterprise: Custom pricing
9. Copper CRM
Copper CRM specializes in deep Google Workspace integration, providing seamless sales tracking for organizations heavily invested in the Google ecosystem. Copper CRM is an effective sales tracking tool for organizations heavily invested in the Google ecosystem, providing seamless integration and workflow automation. While its native Google integration streamlines workflow, the platform lacks advanced forecasting capabilities and pipeline analytics found in specialized solutions like Forecastio.
Best for: Google Workspace users seeking native integration
Key Features:
Native Google Workspace integration
Automated data entry
Pipeline visualization
Activity tracking
Mobile applications
Pricing:
Starter: $12/user/month
Basic: $29/user/month
Professional: $69/user/month
Business: $134/user/month
10. Insightly
Insightly uniquely combines sales tracking with project delivery capabilities, making it valuable for organizations that manage complex post-sale implementations. Insightly helps organizations develop a cohesive sales strategy by integrating sales tracking with project management, ensuring smooth transitions from sales to delivery. The platform excels at project handoff but requires supplementary tools for accurate forecasting and advanced pipeline analysis.
Best for: Organizations needing project management integration
Key Features:
Project management integration
Customizable pipelines
Email tracking
Workflow automation
Mobile apps
Pricing:
Plus: $29/user/month
Professional: $49/user/month
Enterprise: $99/user/month
11. Keap
Keap combines sales tracking with powerful marketing automation features, making it particularly valuable for small businesses looking to automate their sales and marketing processes. Keap provides valuable revenue data by tracking sales and marketing activities, helping small businesses optimize their processes and drive growth. While the platform offers good automation capabilities, its sales tracking and forecasting features are more basic compared to specialized solutions like Forecastio.
Best for: Small businesses needing combined sales and marketing automation
Key Features:
Marketing automation
Pipeline management
Email campaign tools
Invoice and payment processing
Lead scoring
Pricing:
One plan: Strats from $299/month (2 users, 1,500 contacts)
Custom pricing
12. Nutshell
Nutshell delivers an intuitive sales tracking experience with built-in sales automation features that help teams streamline their processes. Nutshell’s ease of use makes it an ideal choice for sales reps looking to streamline their processes and improve efficiency. The platform’s strength lies in its ease of use, though it lacks the advanced pipeline analytics and AI-powered insights found in more specialized tools.
Best for: Small to medium teams seeking easy-to-use sales tracking
Key Features:
Sales process automation
Pipeline management
Email tracking
Personal email sequences
Mobile apps
Pricing:
Foundation: $19/user/month
Growth: $32/user/month
Pro: $45/user/month
Business: $67/user/month
Enterprise: $89/user/month
13. SalesNOW
SalesNOW provides comprehensive mobile-first sales tracking capabilities with strong customization options for field sales teams. Sales managers can leverage SalesNOW’s customization options to tailor the platform to their field sales teams’ specific needs. The platform excels at mobile access but requires additional tools for advanced forecasting and pipeline analytics.
Best for: Field sales teams needing mobile-first tracking
Key Features:
Mobile-first design
Offline access
GPS tracking
Custom forms
Territory management
Pricing:
Professional: $25/user/month
Free trial available
14. Zendesk Sell
Zendesk Sell integrates sales tracking with customer support capabilities, providing a unified view of customer interactions across teams. Zendesk Sell’s unified customer view helps the sales team track interactions and collaborate more effectively with customer support. The platform offers strong communication tracking features but may need enhancement with specialized tools for accurate forecasting and advanced pipeline analytics.
Best for: Organizations prioritizing customer service integration
Key Features:
Unified customer view
Email tracking
Call analytics
Pipeline management
Mobile CRM
Pricing:
Team: $25/user/month
Growth: $69/user/month
Professional: $149/user/month
Enterprise: $219/user/month
15. Attio
Attio represents a modern approach to sales tracking with its flexible, database-driven architecture that allows teams to build custom workflows and views around their sales data. Attio’s innovative features make it one of the most flexible sales tracking tools available, allowing teams to build custom workflows around their sales data. While the platform offers innovative features like real-time collaboration and customizable data models, it still requires additional tools like Forecastio for accurate forecasting and advanced pipeline analytics.
Best for: Tech-forward teams seeking a modern, customizable CRM
Key Features:
Flexible data modeling
Real-time collaboration
Custom views and workflows
Chrome extension
API-first architecture
Pricing:
Plus: $34/user/month
Pro: $69/user/month
Enterprise: $119/user/month
Free plan available for small teams
Making the Right Choice: Key Comparison Factors
When selecting sales tracking software for your organization, several key factors differentiate leading solutions. Understanding how different solutions enhance sales processes will help you make an informed decision that aligns with your team’s needs. Understanding these differences will help you make an informed decision that aligns with your team’s needs.
Performance Metrics That Matter
Forecast Accuracy
The gap in sales forecasting accuracy between different solutions is substantial. While traditional CRMs typically achieve 60-70% accuracy with basic forecasting, specialized solutions like Forecastio deliver up to 98% accuracy through advanced forecasting methods. Mid-tier solutions generally fall somewhere in between, reaching 70-80% accuracy with their enhanced features.
Pipeline Visibility
Sales pipeline visibility varies significantly across platforms. Basic tools offer standard pipeline views and basic reporting, while advanced platforms include risk detection and sales analytics. Specialized solutions like Forecastio take this further by providing real-time deal analysis and actionable recommendations that help prevent deal slippage.
Time to Value
Implementation time can range from days to months depending on the solution. A sales manager needs to consider the implementation time and how quickly the team can start seeing value from the new software. While simple CRMs offer quick setups with limited functionality, enterprise platforms often require 3-6 months for full implementation. Modern solutions strike a balance, typically achieving full functionality within 1-2 weeks while providing immediate insights from day one.
Integration Capabilities
The depth of integration, especially with popular platforms like HubSpot, can significantly impact your team’s efficiency. Effective integration ensures that sales and marketing teams can collaborate seamlessly and share data in real time. Native integrations, like those offered by Forecastio, provide seamless data flow and real-time updates. Most traditional CRMs offer basic synchronization, while entry-level solutions often have limited compatibility.
Data synchronization is another crucial factor. Advanced platforms offer real-time sync capabilities, ensuring you always work with the latest information. Mid-tier solutions typically provide periodic syncs, while basic tools might require manual updates.
Cost Considerations
When evaluating total cost of ownership, look beyond the monthly subscription fee. Consider how the software’s ability to provide accurate revenue data can impact your long-term financial planning. Consider implementation costs, training requirements, and whether you’ll need additional tools to meet all your needs. Some solutions might seem more expensive initially but provide better long-term value through improved win rates, reduced pipeline risks, and more accurate resource allocation.
Making Your Final Decision
The decision process should start with understanding your current challenges. What are your biggest pipeline management pain points? Where do you need more accuracy in your sales process? Consider how each solution can support your overall sales strategy and help you achieve your business goals. Consider your team’s requirements, including the number of users and their technical expertise.
Integration needs play a crucial role. Consider which tools must integrate with your sales tracking software and how important HubSpot integration is for your stack. Think about your growth plans and how your needs will evolve over the next 12-24 months.
Recommendations
For enterprise sales teams, focus on solutions that offer advanced pipeline analytics and multi-team collaboration features. Look for comprehensive reporting capabilities and enterprise-grade security to support complex sales operations.
Mid-market companies should prioritize platforms that provide quick implementation and scalable features while maintaining cost-effective user licensing. Strong customer support is essential for maintaining momentum during growth phases.
High-growth startups benefit most from tools offering rapid deployment and flexible pricing models. Easy team adoption and room for scaling are crucial for supporting fast-paced growth without disrupting sales operations.
Bottom Line
While many solutions offer basic sales tracking capabilities, modern sales organizations need specialized tools for accurate forecasting and advanced pipeline analytics. Forecastio stands out for sales leaders who need precise forecasting and real-time pipeline insights, particularly those using HubSpot as their CRM.
The right choice ultimately depends on your specific needs, but investing in specialized tools often provides better long-term value than trying to extend basic CRM functionality. Consider starting with a free trial of your shortlisted solutions to ensure they meet your team’s requirements and provide the insights needed to drive revenue growth.
In today’s data-driven sales environment, having the right sales tracking software isn’t just about managing your pipeline — it’s about nurturing customer relationships, gaining actionable insights that drive revenue growth, and improving forecast accuracy. As a sales leader, you need a solution that combines powerful tracking capabilities with practical analytics to make informed decisions and optimize your sales process.
This comprehensive guide will help you navigate the complex landscape of sales tracking software options and choose the solution that best fits your organization’s needs. We’ve analyzed the top platforms based on real user feedback, performance data, and extensive testing to bring you actionable insights for making an informed decision.
What Modern Sales Teams Need from Tracking Software
Today's sales tracking solutions must go beyond basic pipeline management to deliver real value. The best platforms help sales leaders monitor team performance, analyze customer data, and make data-driven decisions that directly impact revenue. When evaluating options, consider how each solution addresses these core needs while fitting into your existing sales process.
Top Sales Tracking Tools for 2025
1. Forecastio
Forecastio transforms sales tracking through AI-powered sales performance management features that deliver up to 95% forecast accuracy and real-time pipeline risk detection. Forecastio excels in sales forecasting, providing up to 95% forecast accuracy through its AI-powered features. Its deep integration with HubSpot and automated insights help sales teams close more deals while saving hours on pipeline management and forecasting activities.
Best for: Sales leaders focused on accurate forecasting and data-driven sales performance management
Pricing:
Basic: $119/month (2 users included, all features included)
Custom pricing (Unlimited users, unlimited deals analysis, full feature set)
Free Trial: 14 days, all features included
Key Capabilities:
Advanced pipeline health monitoring with risky deal identification
Advanced forecasting with up to 96% accuracy
Detailed sales performance analytics and benchmarking
Key sales metrics dashboards and trend reports
Seamless HubSpot integration
Sales planning and goal setting
What sets Forecastio apart is its focus on turning sales tracking data into actionable insights. The software helps teams track important metrics and provides specific recommendations for improving win rates and accelerating deals.
2. HubSpot Sales Hub
HubSpot Sales Hub provides a unified platform for tracking sales activities, managing pipelines, and monitoring team performance across the entire sales cycle. HubSpot Sales Hub also offers robust lead management features, helping sales teams track, score, and qualify leads effectively. While the platform offers solid basic tracking capabilities, many organizations enhance it with Forecastio for more accurate forecasting and advanced pipeline analytics.
Best for: Organizations seeking an all-in-one CRM solution with built-in tracking capabilities
Key Features:
End-to-end pipeline visibility
Native integration with marketing tools
Activity tracking and automation
Basic sales forecasting
Pricing:
Starter: $20/user/month
Professional: $100/user/month
Enterprise: $150/user/month
Free Tools: Available for basic needs
3. Salesforce Sales Cloud
Salesforce Sales Cloud delivers enterprise-grade sales tracking with extensive customization options and robust reporting capabilities. However, the platform requires significant investment in setup and maintenance, often leading organizations to supplement it with specialized tools for accurate forecasting and pipeline analytics.
Best for: Enterprise organizations requiring extensive customization
Key Features:
Comprehensive pipeline management
Advanced territory management
Custom sales process modeling
Enterprise-grade reporting
Mobile capabilities
Pricing:
Essentials: $25/user/month
Professional: $100/user/month
Enterprise: $165/user/month
Unlimited: Custom pricing
4. Pipedrive
Pipedrive excels at visual pipeline management with an intuitive drag-and-drop interface that makes tracking deals straightforward and efficient. Pipedrive’s intuitive interface makes it easy to manage and visualize the sales pipeline, ensuring that all stages of the sales process are tracked efficiently. While the platform serves well for basic sales tracking, its forecasting capabilities are limited compared to specialized solutions like Forecastio, making it better suited for teams primarily focused on pipeline visualization.
Best for: Mid-sized teams seeking visual pipeline management
Key Features:
Visual pipeline management
Smart email integration
Activity and goal monitoring
Customizable workflows
Mobile-first design
Pricing:
Essential: $19/user/month
Advanced: $34/user/month
Professional: $64/user/month
Power: $74/user/month
Enterprise: 99/user/month
5. Zoho CRM
Zoho CRM combines comprehensive sales tracking capabilities with competitive pricing, making it an attractive option for growing businesses needing basic pipeline management. Zoho CRM also facilitates collaboration between sales and marketing teams, ensuring that both departments work together to drive revenue growth. The platform offers good value for basic tracking needs but lacks the advanced forecasting and AI-powered insights found in more specialized tools.
Best for: Growing companies seeking a balance of features and affordability
Key Features:
Visual pipeline management
Basic forecasting tools
Email tracking and automation
Mobile app with offline access
Custom dashboards
Pricing:
Standard: $20/user/month
Professional: $35/user/month
Enterprise: $50/user/month
Ultimate: $65/user/month
6. Close CRM
Close differentiates itself through built-in calling features and a strong focus on communication tracking, making it ideal for inside sales teams managing high-volume outreach. The platform excels at activity tracking but requires additional tools for advanced pipeline analytics and accurate forecasting.
Best for: Small to medium-sized teams focusing on inside sales
Key Features:
Integrated calling and SMS
Email sequence automation
Activity tracking
Custom pipeline management
Lead scoring
Pricing:
Base: $29/user/month
Startup: $59/user/month
Professional: $109/user/month
Enterprise: $149/user/month
7. Freshsales
Freshsales combines AI-powered contact scoring with traditional sales tracking features to help teams prioritize their most promising opportunities. Freshsales helps teams develop effective sales strategies by prioritizing their most promising opportunities through AI-powered contact scoring. While its built-in phone and email capabilities streamline communication tracking, the platform’s forecasting accuracy falls short of specialized solutions.
Best for: Teams needing AI-powered contact scoring and basic deal insights
Key Features:
AI-powered contact scoring
Built-in phone and email
Deal pipeline management
Territory management
Custom reporting
Pricing:
Growth: $11/user/month
Pro: $47/user/month
Enterprise: $71/user/month
8. Monday Sales CRM
Monday offers a highly visual and customizable approach to sales tracking that works well for teams wanting to build their own workflows. Monday allows teams to build custom workflows that streamline their sales processes and improve overall efficiency. The platform’s flexibility is both a strength and limitation, as it requires significant setup time to match the sales-specific capabilities of dedicated solutions.
Best for: Teams seeking high customization with visual workflow management
Key Features:
Customizable pipeline views
Visual progress tracking
Team collaboration tools
Automation capabilities
Multiple integration options
Pricing (Starting from 3 users):
Basic: $15/user/month
Standard: $20/user/month
Pro: $33/user/month
Enterprise: Custom pricing
9. Copper CRM
Copper CRM specializes in deep Google Workspace integration, providing seamless sales tracking for organizations heavily invested in the Google ecosystem. Copper CRM is an effective sales tracking tool for organizations heavily invested in the Google ecosystem, providing seamless integration and workflow automation. While its native Google integration streamlines workflow, the platform lacks advanced forecasting capabilities and pipeline analytics found in specialized solutions like Forecastio.
Best for: Google Workspace users seeking native integration
Key Features:
Native Google Workspace integration
Automated data entry
Pipeline visualization
Activity tracking
Mobile applications
Pricing:
Starter: $12/user/month
Basic: $29/user/month
Professional: $69/user/month
Business: $134/user/month
10. Insightly
Insightly uniquely combines sales tracking with project delivery capabilities, making it valuable for organizations that manage complex post-sale implementations. Insightly helps organizations develop a cohesive sales strategy by integrating sales tracking with project management, ensuring smooth transitions from sales to delivery. The platform excels at project handoff but requires supplementary tools for accurate forecasting and advanced pipeline analysis.
Best for: Organizations needing project management integration
Key Features:
Project management integration
Customizable pipelines
Email tracking
Workflow automation
Mobile apps
Pricing:
Plus: $29/user/month
Professional: $49/user/month
Enterprise: $99/user/month
11. Keap
Keap combines sales tracking with powerful marketing automation features, making it particularly valuable for small businesses looking to automate their sales and marketing processes. Keap provides valuable revenue data by tracking sales and marketing activities, helping small businesses optimize their processes and drive growth. While the platform offers good automation capabilities, its sales tracking and forecasting features are more basic compared to specialized solutions like Forecastio.
Best for: Small businesses needing combined sales and marketing automation
Key Features:
Marketing automation
Pipeline management
Email campaign tools
Invoice and payment processing
Lead scoring
Pricing:
One plan: Strats from $299/month (2 users, 1,500 contacts)
Custom pricing
12. Nutshell
Nutshell delivers an intuitive sales tracking experience with built-in sales automation features that help teams streamline their processes. Nutshell’s ease of use makes it an ideal choice for sales reps looking to streamline their processes and improve efficiency. The platform’s strength lies in its ease of use, though it lacks the advanced pipeline analytics and AI-powered insights found in more specialized tools.
Best for: Small to medium teams seeking easy-to-use sales tracking
Key Features:
Sales process automation
Pipeline management
Email tracking
Personal email sequences
Mobile apps
Pricing:
Foundation: $19/user/month
Growth: $32/user/month
Pro: $45/user/month
Business: $67/user/month
Enterprise: $89/user/month
13. SalesNOW
SalesNOW provides comprehensive mobile-first sales tracking capabilities with strong customization options for field sales teams. Sales managers can leverage SalesNOW’s customization options to tailor the platform to their field sales teams’ specific needs. The platform excels at mobile access but requires additional tools for advanced forecasting and pipeline analytics.
Best for: Field sales teams needing mobile-first tracking
Key Features:
Mobile-first design
Offline access
GPS tracking
Custom forms
Territory management
Pricing:
Professional: $25/user/month
Free trial available
14. Zendesk Sell
Zendesk Sell integrates sales tracking with customer support capabilities, providing a unified view of customer interactions across teams. Zendesk Sell’s unified customer view helps the sales team track interactions and collaborate more effectively with customer support. The platform offers strong communication tracking features but may need enhancement with specialized tools for accurate forecasting and advanced pipeline analytics.
Best for: Organizations prioritizing customer service integration
Key Features:
Unified customer view
Email tracking
Call analytics
Pipeline management
Mobile CRM
Pricing:
Team: $25/user/month
Growth: $69/user/month
Professional: $149/user/month
Enterprise: $219/user/month
15. Attio
Attio represents a modern approach to sales tracking with its flexible, database-driven architecture that allows teams to build custom workflows and views around their sales data. Attio’s innovative features make it one of the most flexible sales tracking tools available, allowing teams to build custom workflows around their sales data. While the platform offers innovative features like real-time collaboration and customizable data models, it still requires additional tools like Forecastio for accurate forecasting and advanced pipeline analytics.
Best for: Tech-forward teams seeking a modern, customizable CRM
Key Features:
Flexible data modeling
Real-time collaboration
Custom views and workflows
Chrome extension
API-first architecture
Pricing:
Plus: $34/user/month
Pro: $69/user/month
Enterprise: $119/user/month
Free plan available for small teams
Making the Right Choice: Key Comparison Factors
When selecting sales tracking software for your organization, several key factors differentiate leading solutions. Understanding how different solutions enhance sales processes will help you make an informed decision that aligns with your team’s needs. Understanding these differences will help you make an informed decision that aligns with your team’s needs.
Performance Metrics That Matter
Forecast Accuracy
The gap in sales forecasting accuracy between different solutions is substantial. While traditional CRMs typically achieve 60-70% accuracy with basic forecasting, specialized solutions like Forecastio deliver up to 98% accuracy through advanced forecasting methods. Mid-tier solutions generally fall somewhere in between, reaching 70-80% accuracy with their enhanced features.
Pipeline Visibility
Sales pipeline visibility varies significantly across platforms. Basic tools offer standard pipeline views and basic reporting, while advanced platforms include risk detection and sales analytics. Specialized solutions like Forecastio take this further by providing real-time deal analysis and actionable recommendations that help prevent deal slippage.
Time to Value
Implementation time can range from days to months depending on the solution. A sales manager needs to consider the implementation time and how quickly the team can start seeing value from the new software. While simple CRMs offer quick setups with limited functionality, enterprise platforms often require 3-6 months for full implementation. Modern solutions strike a balance, typically achieving full functionality within 1-2 weeks while providing immediate insights from day one.
Integration Capabilities
The depth of integration, especially with popular platforms like HubSpot, can significantly impact your team’s efficiency. Effective integration ensures that sales and marketing teams can collaborate seamlessly and share data in real time. Native integrations, like those offered by Forecastio, provide seamless data flow and real-time updates. Most traditional CRMs offer basic synchronization, while entry-level solutions often have limited compatibility.
Data synchronization is another crucial factor. Advanced platforms offer real-time sync capabilities, ensuring you always work with the latest information. Mid-tier solutions typically provide periodic syncs, while basic tools might require manual updates.
Cost Considerations
When evaluating total cost of ownership, look beyond the monthly subscription fee. Consider how the software’s ability to provide accurate revenue data can impact your long-term financial planning. Consider implementation costs, training requirements, and whether you’ll need additional tools to meet all your needs. Some solutions might seem more expensive initially but provide better long-term value through improved win rates, reduced pipeline risks, and more accurate resource allocation.
Making Your Final Decision
The decision process should start with understanding your current challenges. What are your biggest pipeline management pain points? Where do you need more accuracy in your sales process? Consider how each solution can support your overall sales strategy and help you achieve your business goals. Consider your team’s requirements, including the number of users and their technical expertise.
Integration needs play a crucial role. Consider which tools must integrate with your sales tracking software and how important HubSpot integration is for your stack. Think about your growth plans and how your needs will evolve over the next 12-24 months.
Recommendations
For enterprise sales teams, focus on solutions that offer advanced pipeline analytics and multi-team collaboration features. Look for comprehensive reporting capabilities and enterprise-grade security to support complex sales operations.
Mid-market companies should prioritize platforms that provide quick implementation and scalable features while maintaining cost-effective user licensing. Strong customer support is essential for maintaining momentum during growth phases.
High-growth startups benefit most from tools offering rapid deployment and flexible pricing models. Easy team adoption and room for scaling are crucial for supporting fast-paced growth without disrupting sales operations.
Bottom Line
While many solutions offer basic sales tracking capabilities, modern sales organizations need specialized tools for accurate forecasting and advanced pipeline analytics. Forecastio stands out for sales leaders who need precise forecasting and real-time pipeline insights, particularly those using HubSpot as their CRM.
The right choice ultimately depends on your specific needs, but investing in specialized tools often provides better long-term value than trying to extend basic CRM functionality. Consider starting with a free trial of your shortlisted solutions to ensure they meet your team’s requirements and provide the insights needed to drive revenue growth.
In today’s data-driven sales environment, having the right sales tracking software isn’t just about managing your pipeline — it’s about nurturing customer relationships, gaining actionable insights that drive revenue growth, and improving forecast accuracy. As a sales leader, you need a solution that combines powerful tracking capabilities with practical analytics to make informed decisions and optimize your sales process.
This comprehensive guide will help you navigate the complex landscape of sales tracking software options and choose the solution that best fits your organization’s needs. We’ve analyzed the top platforms based on real user feedback, performance data, and extensive testing to bring you actionable insights for making an informed decision.
What Modern Sales Teams Need from Tracking Software
Today's sales tracking solutions must go beyond basic pipeline management to deliver real value. The best platforms help sales leaders monitor team performance, analyze customer data, and make data-driven decisions that directly impact revenue. When evaluating options, consider how each solution addresses these core needs while fitting into your existing sales process.
Top Sales Tracking Tools for 2025
1. Forecastio
Forecastio transforms sales tracking through AI-powered sales performance management features that deliver up to 95% forecast accuracy and real-time pipeline risk detection. Forecastio excels in sales forecasting, providing up to 95% forecast accuracy through its AI-powered features. Its deep integration with HubSpot and automated insights help sales teams close more deals while saving hours on pipeline management and forecasting activities.
Best for: Sales leaders focused on accurate forecasting and data-driven sales performance management
Pricing:
Basic: $119/month (2 users included, all features included)
Custom pricing (Unlimited users, unlimited deals analysis, full feature set)
Free Trial: 14 days, all features included
Key Capabilities:
Advanced pipeline health monitoring with risky deal identification
Advanced forecasting with up to 96% accuracy
Detailed sales performance analytics and benchmarking
Key sales metrics dashboards and trend reports
Seamless HubSpot integration
Sales planning and goal setting
What sets Forecastio apart is its focus on turning sales tracking data into actionable insights. The software helps teams track important metrics and provides specific recommendations for improving win rates and accelerating deals.
2. HubSpot Sales Hub
HubSpot Sales Hub provides a unified platform for tracking sales activities, managing pipelines, and monitoring team performance across the entire sales cycle. HubSpot Sales Hub also offers robust lead management features, helping sales teams track, score, and qualify leads effectively. While the platform offers solid basic tracking capabilities, many organizations enhance it with Forecastio for more accurate forecasting and advanced pipeline analytics.
Best for: Organizations seeking an all-in-one CRM solution with built-in tracking capabilities
Key Features:
End-to-end pipeline visibility
Native integration with marketing tools
Activity tracking and automation
Basic sales forecasting
Pricing:
Starter: $20/user/month
Professional: $100/user/month
Enterprise: $150/user/month
Free Tools: Available for basic needs
3. Salesforce Sales Cloud
Salesforce Sales Cloud delivers enterprise-grade sales tracking with extensive customization options and robust reporting capabilities. However, the platform requires significant investment in setup and maintenance, often leading organizations to supplement it with specialized tools for accurate forecasting and pipeline analytics.
Best for: Enterprise organizations requiring extensive customization
Key Features:
Comprehensive pipeline management
Advanced territory management
Custom sales process modeling
Enterprise-grade reporting
Mobile capabilities
Pricing:
Essentials: $25/user/month
Professional: $100/user/month
Enterprise: $165/user/month
Unlimited: Custom pricing
4. Pipedrive
Pipedrive excels at visual pipeline management with an intuitive drag-and-drop interface that makes tracking deals straightforward and efficient. Pipedrive’s intuitive interface makes it easy to manage and visualize the sales pipeline, ensuring that all stages of the sales process are tracked efficiently. While the platform serves well for basic sales tracking, its forecasting capabilities are limited compared to specialized solutions like Forecastio, making it better suited for teams primarily focused on pipeline visualization.
Best for: Mid-sized teams seeking visual pipeline management
Key Features:
Visual pipeline management
Smart email integration
Activity and goal monitoring
Customizable workflows
Mobile-first design
Pricing:
Essential: $19/user/month
Advanced: $34/user/month
Professional: $64/user/month
Power: $74/user/month
Enterprise: 99/user/month
5. Zoho CRM
Zoho CRM combines comprehensive sales tracking capabilities with competitive pricing, making it an attractive option for growing businesses needing basic pipeline management. Zoho CRM also facilitates collaboration between sales and marketing teams, ensuring that both departments work together to drive revenue growth. The platform offers good value for basic tracking needs but lacks the advanced forecasting and AI-powered insights found in more specialized tools.
Best for: Growing companies seeking a balance of features and affordability
Key Features:
Visual pipeline management
Basic forecasting tools
Email tracking and automation
Mobile app with offline access
Custom dashboards
Pricing:
Standard: $20/user/month
Professional: $35/user/month
Enterprise: $50/user/month
Ultimate: $65/user/month
6. Close CRM
Close differentiates itself through built-in calling features and a strong focus on communication tracking, making it ideal for inside sales teams managing high-volume outreach. The platform excels at activity tracking but requires additional tools for advanced pipeline analytics and accurate forecasting.
Best for: Small to medium-sized teams focusing on inside sales
Key Features:
Integrated calling and SMS
Email sequence automation
Activity tracking
Custom pipeline management
Lead scoring
Pricing:
Base: $29/user/month
Startup: $59/user/month
Professional: $109/user/month
Enterprise: $149/user/month
7. Freshsales
Freshsales combines AI-powered contact scoring with traditional sales tracking features to help teams prioritize their most promising opportunities. Freshsales helps teams develop effective sales strategies by prioritizing their most promising opportunities through AI-powered contact scoring. While its built-in phone and email capabilities streamline communication tracking, the platform’s forecasting accuracy falls short of specialized solutions.
Best for: Teams needing AI-powered contact scoring and basic deal insights
Key Features:
AI-powered contact scoring
Built-in phone and email
Deal pipeline management
Territory management
Custom reporting
Pricing:
Growth: $11/user/month
Pro: $47/user/month
Enterprise: $71/user/month
8. Monday Sales CRM
Monday offers a highly visual and customizable approach to sales tracking that works well for teams wanting to build their own workflows. Monday allows teams to build custom workflows that streamline their sales processes and improve overall efficiency. The platform’s flexibility is both a strength and limitation, as it requires significant setup time to match the sales-specific capabilities of dedicated solutions.
Best for: Teams seeking high customization with visual workflow management
Key Features:
Customizable pipeline views
Visual progress tracking
Team collaboration tools
Automation capabilities
Multiple integration options
Pricing (Starting from 3 users):
Basic: $15/user/month
Standard: $20/user/month
Pro: $33/user/month
Enterprise: Custom pricing
9. Copper CRM
Copper CRM specializes in deep Google Workspace integration, providing seamless sales tracking for organizations heavily invested in the Google ecosystem. Copper CRM is an effective sales tracking tool for organizations heavily invested in the Google ecosystem, providing seamless integration and workflow automation. While its native Google integration streamlines workflow, the platform lacks advanced forecasting capabilities and pipeline analytics found in specialized solutions like Forecastio.
Best for: Google Workspace users seeking native integration
Key Features:
Native Google Workspace integration
Automated data entry
Pipeline visualization
Activity tracking
Mobile applications
Pricing:
Starter: $12/user/month
Basic: $29/user/month
Professional: $69/user/month
Business: $134/user/month
10. Insightly
Insightly uniquely combines sales tracking with project delivery capabilities, making it valuable for organizations that manage complex post-sale implementations. Insightly helps organizations develop a cohesive sales strategy by integrating sales tracking with project management, ensuring smooth transitions from sales to delivery. The platform excels at project handoff but requires supplementary tools for accurate forecasting and advanced pipeline analysis.
Best for: Organizations needing project management integration
Key Features:
Project management integration
Customizable pipelines
Email tracking
Workflow automation
Mobile apps
Pricing:
Plus: $29/user/month
Professional: $49/user/month
Enterprise: $99/user/month
11. Keap
Keap combines sales tracking with powerful marketing automation features, making it particularly valuable for small businesses looking to automate their sales and marketing processes. Keap provides valuable revenue data by tracking sales and marketing activities, helping small businesses optimize their processes and drive growth. While the platform offers good automation capabilities, its sales tracking and forecasting features are more basic compared to specialized solutions like Forecastio.
Best for: Small businesses needing combined sales and marketing automation
Key Features:
Marketing automation
Pipeline management
Email campaign tools
Invoice and payment processing
Lead scoring
Pricing:
One plan: Strats from $299/month (2 users, 1,500 contacts)
Custom pricing
12. Nutshell
Nutshell delivers an intuitive sales tracking experience with built-in sales automation features that help teams streamline their processes. Nutshell’s ease of use makes it an ideal choice for sales reps looking to streamline their processes and improve efficiency. The platform’s strength lies in its ease of use, though it lacks the advanced pipeline analytics and AI-powered insights found in more specialized tools.
Best for: Small to medium teams seeking easy-to-use sales tracking
Key Features:
Sales process automation
Pipeline management
Email tracking
Personal email sequences
Mobile apps
Pricing:
Foundation: $19/user/month
Growth: $32/user/month
Pro: $45/user/month
Business: $67/user/month
Enterprise: $89/user/month
13. SalesNOW
SalesNOW provides comprehensive mobile-first sales tracking capabilities with strong customization options for field sales teams. Sales managers can leverage SalesNOW’s customization options to tailor the platform to their field sales teams’ specific needs. The platform excels at mobile access but requires additional tools for advanced forecasting and pipeline analytics.
Best for: Field sales teams needing mobile-first tracking
Key Features:
Mobile-first design
Offline access
GPS tracking
Custom forms
Territory management
Pricing:
Professional: $25/user/month
Free trial available
14. Zendesk Sell
Zendesk Sell integrates sales tracking with customer support capabilities, providing a unified view of customer interactions across teams. Zendesk Sell’s unified customer view helps the sales team track interactions and collaborate more effectively with customer support. The platform offers strong communication tracking features but may need enhancement with specialized tools for accurate forecasting and advanced pipeline analytics.
Best for: Organizations prioritizing customer service integration
Key Features:
Unified customer view
Email tracking
Call analytics
Pipeline management
Mobile CRM
Pricing:
Team: $25/user/month
Growth: $69/user/month
Professional: $149/user/month
Enterprise: $219/user/month
15. Attio
Attio represents a modern approach to sales tracking with its flexible, database-driven architecture that allows teams to build custom workflows and views around their sales data. Attio’s innovative features make it one of the most flexible sales tracking tools available, allowing teams to build custom workflows around their sales data. While the platform offers innovative features like real-time collaboration and customizable data models, it still requires additional tools like Forecastio for accurate forecasting and advanced pipeline analytics.
Best for: Tech-forward teams seeking a modern, customizable CRM
Key Features:
Flexible data modeling
Real-time collaboration
Custom views and workflows
Chrome extension
API-first architecture
Pricing:
Plus: $34/user/month
Pro: $69/user/month
Enterprise: $119/user/month
Free plan available for small teams
Making the Right Choice: Key Comparison Factors
When selecting sales tracking software for your organization, several key factors differentiate leading solutions. Understanding how different solutions enhance sales processes will help you make an informed decision that aligns with your team’s needs. Understanding these differences will help you make an informed decision that aligns with your team’s needs.
Performance Metrics That Matter
Forecast Accuracy
The gap in sales forecasting accuracy between different solutions is substantial. While traditional CRMs typically achieve 60-70% accuracy with basic forecasting, specialized solutions like Forecastio deliver up to 98% accuracy through advanced forecasting methods. Mid-tier solutions generally fall somewhere in between, reaching 70-80% accuracy with their enhanced features.
Pipeline Visibility
Sales pipeline visibility varies significantly across platforms. Basic tools offer standard pipeline views and basic reporting, while advanced platforms include risk detection and sales analytics. Specialized solutions like Forecastio take this further by providing real-time deal analysis and actionable recommendations that help prevent deal slippage.
Time to Value
Implementation time can range from days to months depending on the solution. A sales manager needs to consider the implementation time and how quickly the team can start seeing value from the new software. While simple CRMs offer quick setups with limited functionality, enterprise platforms often require 3-6 months for full implementation. Modern solutions strike a balance, typically achieving full functionality within 1-2 weeks while providing immediate insights from day one.
Integration Capabilities
The depth of integration, especially with popular platforms like HubSpot, can significantly impact your team’s efficiency. Effective integration ensures that sales and marketing teams can collaborate seamlessly and share data in real time. Native integrations, like those offered by Forecastio, provide seamless data flow and real-time updates. Most traditional CRMs offer basic synchronization, while entry-level solutions often have limited compatibility.
Data synchronization is another crucial factor. Advanced platforms offer real-time sync capabilities, ensuring you always work with the latest information. Mid-tier solutions typically provide periodic syncs, while basic tools might require manual updates.
Cost Considerations
When evaluating total cost of ownership, look beyond the monthly subscription fee. Consider how the software’s ability to provide accurate revenue data can impact your long-term financial planning. Consider implementation costs, training requirements, and whether you’ll need additional tools to meet all your needs. Some solutions might seem more expensive initially but provide better long-term value through improved win rates, reduced pipeline risks, and more accurate resource allocation.
Making Your Final Decision
The decision process should start with understanding your current challenges. What are your biggest pipeline management pain points? Where do you need more accuracy in your sales process? Consider how each solution can support your overall sales strategy and help you achieve your business goals. Consider your team’s requirements, including the number of users and their technical expertise.
Integration needs play a crucial role. Consider which tools must integrate with your sales tracking software and how important HubSpot integration is for your stack. Think about your growth plans and how your needs will evolve over the next 12-24 months.
Recommendations
For enterprise sales teams, focus on solutions that offer advanced pipeline analytics and multi-team collaboration features. Look for comprehensive reporting capabilities and enterprise-grade security to support complex sales operations.
Mid-market companies should prioritize platforms that provide quick implementation and scalable features while maintaining cost-effective user licensing. Strong customer support is essential for maintaining momentum during growth phases.
High-growth startups benefit most from tools offering rapid deployment and flexible pricing models. Easy team adoption and room for scaling are crucial for supporting fast-paced growth without disrupting sales operations.
Bottom Line
While many solutions offer basic sales tracking capabilities, modern sales organizations need specialized tools for accurate forecasting and advanced pipeline analytics. Forecastio stands out for sales leaders who need precise forecasting and real-time pipeline insights, particularly those using HubSpot as their CRM.
The right choice ultimately depends on your specific needs, but investing in specialized tools often provides better long-term value than trying to extend basic CRM functionality. Consider starting with a free trial of your shortlisted solutions to ensure they meet your team’s requirements and provide the insights needed to drive revenue growth.
In today’s data-driven sales environment, having the right sales tracking software isn’t just about managing your pipeline — it’s about nurturing customer relationships, gaining actionable insights that drive revenue growth, and improving forecast accuracy. As a sales leader, you need a solution that combines powerful tracking capabilities with practical analytics to make informed decisions and optimize your sales process.
This comprehensive guide will help you navigate the complex landscape of sales tracking software options and choose the solution that best fits your organization’s needs. We’ve analyzed the top platforms based on real user feedback, performance data, and extensive testing to bring you actionable insights for making an informed decision.
What Modern Sales Teams Need from Tracking Software
Today's sales tracking solutions must go beyond basic pipeline management to deliver real value. The best platforms help sales leaders monitor team performance, analyze customer data, and make data-driven decisions that directly impact revenue. When evaluating options, consider how each solution addresses these core needs while fitting into your existing sales process.
Top Sales Tracking Tools for 2025
1. Forecastio
Forecastio transforms sales tracking through AI-powered sales performance management features that deliver up to 95% forecast accuracy and real-time pipeline risk detection. Forecastio excels in sales forecasting, providing up to 95% forecast accuracy through its AI-powered features. Its deep integration with HubSpot and automated insights help sales teams close more deals while saving hours on pipeline management and forecasting activities.
Best for: Sales leaders focused on accurate forecasting and data-driven sales performance management
Pricing:
Basic: $119/month (2 users included, all features included)
Custom pricing (Unlimited users, unlimited deals analysis, full feature set)
Free Trial: 14 days, all features included
Key Capabilities:
Advanced pipeline health monitoring with risky deal identification
Advanced forecasting with up to 96% accuracy
Detailed sales performance analytics and benchmarking
Key sales metrics dashboards and trend reports
Seamless HubSpot integration
Sales planning and goal setting
What sets Forecastio apart is its focus on turning sales tracking data into actionable insights. The software helps teams track important metrics and provides specific recommendations for improving win rates and accelerating deals.
2. HubSpot Sales Hub
HubSpot Sales Hub provides a unified platform for tracking sales activities, managing pipelines, and monitoring team performance across the entire sales cycle. HubSpot Sales Hub also offers robust lead management features, helping sales teams track, score, and qualify leads effectively. While the platform offers solid basic tracking capabilities, many organizations enhance it with Forecastio for more accurate forecasting and advanced pipeline analytics.
Best for: Organizations seeking an all-in-one CRM solution with built-in tracking capabilities
Key Features:
End-to-end pipeline visibility
Native integration with marketing tools
Activity tracking and automation
Basic sales forecasting
Pricing:
Starter: $20/user/month
Professional: $100/user/month
Enterprise: $150/user/month
Free Tools: Available for basic needs
3. Salesforce Sales Cloud
Salesforce Sales Cloud delivers enterprise-grade sales tracking with extensive customization options and robust reporting capabilities. However, the platform requires significant investment in setup and maintenance, often leading organizations to supplement it with specialized tools for accurate forecasting and pipeline analytics.
Best for: Enterprise organizations requiring extensive customization
Key Features:
Comprehensive pipeline management
Advanced territory management
Custom sales process modeling
Enterprise-grade reporting
Mobile capabilities
Pricing:
Essentials: $25/user/month
Professional: $100/user/month
Enterprise: $165/user/month
Unlimited: Custom pricing
4. Pipedrive
Pipedrive excels at visual pipeline management with an intuitive drag-and-drop interface that makes tracking deals straightforward and efficient. Pipedrive’s intuitive interface makes it easy to manage and visualize the sales pipeline, ensuring that all stages of the sales process are tracked efficiently. While the platform serves well for basic sales tracking, its forecasting capabilities are limited compared to specialized solutions like Forecastio, making it better suited for teams primarily focused on pipeline visualization.
Best for: Mid-sized teams seeking visual pipeline management
Key Features:
Visual pipeline management
Smart email integration
Activity and goal monitoring
Customizable workflows
Mobile-first design
Pricing:
Essential: $19/user/month
Advanced: $34/user/month
Professional: $64/user/month
Power: $74/user/month
Enterprise: 99/user/month
5. Zoho CRM
Zoho CRM combines comprehensive sales tracking capabilities with competitive pricing, making it an attractive option for growing businesses needing basic pipeline management. Zoho CRM also facilitates collaboration between sales and marketing teams, ensuring that both departments work together to drive revenue growth. The platform offers good value for basic tracking needs but lacks the advanced forecasting and AI-powered insights found in more specialized tools.
Best for: Growing companies seeking a balance of features and affordability
Key Features:
Visual pipeline management
Basic forecasting tools
Email tracking and automation
Mobile app with offline access
Custom dashboards
Pricing:
Standard: $20/user/month
Professional: $35/user/month
Enterprise: $50/user/month
Ultimate: $65/user/month
6. Close CRM
Close differentiates itself through built-in calling features and a strong focus on communication tracking, making it ideal for inside sales teams managing high-volume outreach. The platform excels at activity tracking but requires additional tools for advanced pipeline analytics and accurate forecasting.
Best for: Small to medium-sized teams focusing on inside sales
Key Features:
Integrated calling and SMS
Email sequence automation
Activity tracking
Custom pipeline management
Lead scoring
Pricing:
Base: $29/user/month
Startup: $59/user/month
Professional: $109/user/month
Enterprise: $149/user/month
7. Freshsales
Freshsales combines AI-powered contact scoring with traditional sales tracking features to help teams prioritize their most promising opportunities. Freshsales helps teams develop effective sales strategies by prioritizing their most promising opportunities through AI-powered contact scoring. While its built-in phone and email capabilities streamline communication tracking, the platform’s forecasting accuracy falls short of specialized solutions.
Best for: Teams needing AI-powered contact scoring and basic deal insights
Key Features:
AI-powered contact scoring
Built-in phone and email
Deal pipeline management
Territory management
Custom reporting
Pricing:
Growth: $11/user/month
Pro: $47/user/month
Enterprise: $71/user/month
8. Monday Sales CRM
Monday offers a highly visual and customizable approach to sales tracking that works well for teams wanting to build their own workflows. Monday allows teams to build custom workflows that streamline their sales processes and improve overall efficiency. The platform’s flexibility is both a strength and limitation, as it requires significant setup time to match the sales-specific capabilities of dedicated solutions.
Best for: Teams seeking high customization with visual workflow management
Key Features:
Customizable pipeline views
Visual progress tracking
Team collaboration tools
Automation capabilities
Multiple integration options
Pricing (Starting from 3 users):
Basic: $15/user/month
Standard: $20/user/month
Pro: $33/user/month
Enterprise: Custom pricing
9. Copper CRM
Copper CRM specializes in deep Google Workspace integration, providing seamless sales tracking for organizations heavily invested in the Google ecosystem. Copper CRM is an effective sales tracking tool for organizations heavily invested in the Google ecosystem, providing seamless integration and workflow automation. While its native Google integration streamlines workflow, the platform lacks advanced forecasting capabilities and pipeline analytics found in specialized solutions like Forecastio.
Best for: Google Workspace users seeking native integration
Key Features:
Native Google Workspace integration
Automated data entry
Pipeline visualization
Activity tracking
Mobile applications
Pricing:
Starter: $12/user/month
Basic: $29/user/month
Professional: $69/user/month
Business: $134/user/month
10. Insightly
Insightly uniquely combines sales tracking with project delivery capabilities, making it valuable for organizations that manage complex post-sale implementations. Insightly helps organizations develop a cohesive sales strategy by integrating sales tracking with project management, ensuring smooth transitions from sales to delivery. The platform excels at project handoff but requires supplementary tools for accurate forecasting and advanced pipeline analysis.
Best for: Organizations needing project management integration
Key Features:
Project management integration
Customizable pipelines
Email tracking
Workflow automation
Mobile apps
Pricing:
Plus: $29/user/month
Professional: $49/user/month
Enterprise: $99/user/month
11. Keap
Keap combines sales tracking with powerful marketing automation features, making it particularly valuable for small businesses looking to automate their sales and marketing processes. Keap provides valuable revenue data by tracking sales and marketing activities, helping small businesses optimize their processes and drive growth. While the platform offers good automation capabilities, its sales tracking and forecasting features are more basic compared to specialized solutions like Forecastio.
Best for: Small businesses needing combined sales and marketing automation
Key Features:
Marketing automation
Pipeline management
Email campaign tools
Invoice and payment processing
Lead scoring
Pricing:
One plan: Strats from $299/month (2 users, 1,500 contacts)
Custom pricing
12. Nutshell
Nutshell delivers an intuitive sales tracking experience with built-in sales automation features that help teams streamline their processes. Nutshell’s ease of use makes it an ideal choice for sales reps looking to streamline their processes and improve efficiency. The platform’s strength lies in its ease of use, though it lacks the advanced pipeline analytics and AI-powered insights found in more specialized tools.
Best for: Small to medium teams seeking easy-to-use sales tracking
Key Features:
Sales process automation
Pipeline management
Email tracking
Personal email sequences
Mobile apps
Pricing:
Foundation: $19/user/month
Growth: $32/user/month
Pro: $45/user/month
Business: $67/user/month
Enterprise: $89/user/month
13. SalesNOW
SalesNOW provides comprehensive mobile-first sales tracking capabilities with strong customization options for field sales teams. Sales managers can leverage SalesNOW’s customization options to tailor the platform to their field sales teams’ specific needs. The platform excels at mobile access but requires additional tools for advanced forecasting and pipeline analytics.
Best for: Field sales teams needing mobile-first tracking
Key Features:
Mobile-first design
Offline access
GPS tracking
Custom forms
Territory management
Pricing:
Professional: $25/user/month
Free trial available
14. Zendesk Sell
Zendesk Sell integrates sales tracking with customer support capabilities, providing a unified view of customer interactions across teams. Zendesk Sell’s unified customer view helps the sales team track interactions and collaborate more effectively with customer support. The platform offers strong communication tracking features but may need enhancement with specialized tools for accurate forecasting and advanced pipeline analytics.
Best for: Organizations prioritizing customer service integration
Key Features:
Unified customer view
Email tracking
Call analytics
Pipeline management
Mobile CRM
Pricing:
Team: $25/user/month
Growth: $69/user/month
Professional: $149/user/month
Enterprise: $219/user/month
15. Attio
Attio represents a modern approach to sales tracking with its flexible, database-driven architecture that allows teams to build custom workflows and views around their sales data. Attio’s innovative features make it one of the most flexible sales tracking tools available, allowing teams to build custom workflows around their sales data. While the platform offers innovative features like real-time collaboration and customizable data models, it still requires additional tools like Forecastio for accurate forecasting and advanced pipeline analytics.
Best for: Tech-forward teams seeking a modern, customizable CRM
Key Features:
Flexible data modeling
Real-time collaboration
Custom views and workflows
Chrome extension
API-first architecture
Pricing:
Plus: $34/user/month
Pro: $69/user/month
Enterprise: $119/user/month
Free plan available for small teams
Making the Right Choice: Key Comparison Factors
When selecting sales tracking software for your organization, several key factors differentiate leading solutions. Understanding how different solutions enhance sales processes will help you make an informed decision that aligns with your team’s needs. Understanding these differences will help you make an informed decision that aligns with your team’s needs.
Performance Metrics That Matter
Forecast Accuracy
The gap in sales forecasting accuracy between different solutions is substantial. While traditional CRMs typically achieve 60-70% accuracy with basic forecasting, specialized solutions like Forecastio deliver up to 98% accuracy through advanced forecasting methods. Mid-tier solutions generally fall somewhere in between, reaching 70-80% accuracy with their enhanced features.
Pipeline Visibility
Sales pipeline visibility varies significantly across platforms. Basic tools offer standard pipeline views and basic reporting, while advanced platforms include risk detection and sales analytics. Specialized solutions like Forecastio take this further by providing real-time deal analysis and actionable recommendations that help prevent deal slippage.
Time to Value
Implementation time can range from days to months depending on the solution. A sales manager needs to consider the implementation time and how quickly the team can start seeing value from the new software. While simple CRMs offer quick setups with limited functionality, enterprise platforms often require 3-6 months for full implementation. Modern solutions strike a balance, typically achieving full functionality within 1-2 weeks while providing immediate insights from day one.
Integration Capabilities
The depth of integration, especially with popular platforms like HubSpot, can significantly impact your team’s efficiency. Effective integration ensures that sales and marketing teams can collaborate seamlessly and share data in real time. Native integrations, like those offered by Forecastio, provide seamless data flow and real-time updates. Most traditional CRMs offer basic synchronization, while entry-level solutions often have limited compatibility.
Data synchronization is another crucial factor. Advanced platforms offer real-time sync capabilities, ensuring you always work with the latest information. Mid-tier solutions typically provide periodic syncs, while basic tools might require manual updates.
Cost Considerations
When evaluating total cost of ownership, look beyond the monthly subscription fee. Consider how the software’s ability to provide accurate revenue data can impact your long-term financial planning. Consider implementation costs, training requirements, and whether you’ll need additional tools to meet all your needs. Some solutions might seem more expensive initially but provide better long-term value through improved win rates, reduced pipeline risks, and more accurate resource allocation.
Making Your Final Decision
The decision process should start with understanding your current challenges. What are your biggest pipeline management pain points? Where do you need more accuracy in your sales process? Consider how each solution can support your overall sales strategy and help you achieve your business goals. Consider your team’s requirements, including the number of users and their technical expertise.
Integration needs play a crucial role. Consider which tools must integrate with your sales tracking software and how important HubSpot integration is for your stack. Think about your growth plans and how your needs will evolve over the next 12-24 months.
Recommendations
For enterprise sales teams, focus on solutions that offer advanced pipeline analytics and multi-team collaboration features. Look for comprehensive reporting capabilities and enterprise-grade security to support complex sales operations.
Mid-market companies should prioritize platforms that provide quick implementation and scalable features while maintaining cost-effective user licensing. Strong customer support is essential for maintaining momentum during growth phases.
High-growth startups benefit most from tools offering rapid deployment and flexible pricing models. Easy team adoption and room for scaling are crucial for supporting fast-paced growth without disrupting sales operations.
Bottom Line
While many solutions offer basic sales tracking capabilities, modern sales organizations need specialized tools for accurate forecasting and advanced pipeline analytics. Forecastio stands out for sales leaders who need precise forecasting and real-time pipeline insights, particularly those using HubSpot as their CRM.
The right choice ultimately depends on your specific needs, but investing in specialized tools often provides better long-term value than trying to extend basic CRM functionality. Consider starting with a free trial of your shortlisted solutions to ensure they meet your team’s requirements and provide the insights needed to drive revenue growth.
Share:
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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