7 bästa programvara för försäljningsspårning för små och medelstora företag + funktionsjämförelse
Lär dig vilka funktioner du kan förvänta dig och hur varje plattform står sig mot varandra
If you’re selling B2B as a small or medium-sized business, the main reason you need sales software is to better track your sales leads.
Even a small sales team (3 people) I recently talked to reported earning $1 million per year more (💵!) after getting proper sales tracking software in place.
With all the different sales tracking platforms out there however, it can be hard to figure out exactly what you need to up your success rate and productivity. So first, I’ll tackle that for you and give you a list of useful features to look out for. 👀
After this, I’ll use this same feature list as well as review scores from G2 to compare 7 different top sales tracking software platforms in detail, including pricing.
Låt oss gräva in! 👇
Core features of sales tracking software
Here are 10 core features a sales tracking software platform can offer to help you better follow up your sales:
- Track your sales in multiple drag-and-drop pipelines
- Send automated email sequences until sales leads reply
- Automatically enrich prospect data from both publicly available info and email signatures
- Track the source (and lost reason) of your sales leads and analyze it
- Get reminded to follow-up automatically when prospects go inactive
- Track sales leads with integrated email & website tracking
- Get a live overview of what your sales prospects are doing in an in-app notification center
- Digitize new business contacts with a built-in business card scanner
- Use email templates within your Gmail inbox to manage prospects more productively
- Track your sales fully from your inbox with a handy email sidebar
There’s a lot of useful features in there that you won’t be able to get just from an Excel sheet 😄 I’ll detail below which of these features come with each sales tracking software.
Ranking sales tracking software: methodology
If you’re looking for good software to track your sales, the above set of features can significantly boost your success rate and up your productivity.
To compile this ranking, I went through a list of around 600 possible sales tracking software platforms to make a pre-selection. Then I tested every one of the 7 selected platforms first hand and researched which of them offer which features and detailed this for you below.
Next to this, it is important to keep the bigger picture in mind when comparing software, because you need to make sure your team will actually use the system as well. Getting sales tracking software that nobody uses is pretty useless 😏
På grund av det har jag inkluderat den nuvarande poängen för varje programvara på G2 så att du får en bättre uppfattning om hur de staplar upp. Den är uppdelad enligt följande:
- Användarvänlighet
- Enkel installation
- Uppfyller kraven
- Kvalitet på support
- Lätt att göra affärer med
- Enkel administration
I’ve then taken the average of the G2 review score, and combined it with the sales tracking feature score, to calculate… the final score! 🥇
The 7 Best Sales Tracking Software ranked
Vill du inte läsa hela jämförelsen? 🤓
The top 7 best sales tracking software tools in 2025 are:
- Salesflare: 9.8/10 🏆
- HubSpot CRM & Sales Hub: 8.3/10
- Pipeliner CRM: 7.2/10
- Freshworks CRM: 7.0/10
- Pipedrive: 6.3/10
- Salesforce: 6.1/10
- Zoho CRM: 5.9/10
Vill du fördjupa dig i detaljerna? Läs vidare!
1. Salesflare [9.8/10] 🏆
![track your sales with a visual pipeline](https://images.rapidload-cdn.io/spai/ret_blank,q_glossy,to_avif/https://images.storychief.com/account_481/salespipeline_f32984b6ec7f71b71defc6977bd78b67_800.png)
If I ask our customers what they’re essentially using Salesflare for, the answer is usually: to better follow up our sales leads.
Vårt mål på Salesflare är att göra det superenkelt för dig att följa upp leads, utan att du behöver mata in data för att hålla systemet vid liv. Och med massor av inbyggd automatisering för att göra dig mer produktiv.
Salesflare (grundat 2014) används av tusentals små och medelstora företag som säljer till andra företag (inkl. Byråer, Konsultföretag, utvecklingshus, teknikföretag, ...). Det är topprankat över granskningsplattformar och är #1 CRM-programvaran på Product Hunt, det ledande samhället för produktentusiaster.
It’s very tightly integrated with Gmail (also within Google Workspace) and Outlook, so you don’t need to switch between your inbox and sales software while tracking sales leads. Plus it adds some handy features like integrated email and website tracking, email templates, and email sequences.
![track your sales from your inbox](https://images.rapidload-cdn.io/spai/ret_blank,q_glossy,to_avif/https://images.storychief.com/account_481/gmail-sidebar-accountinfo_c7686aad27cae253fba9305aa39ac6fc_800.jpg)
Och utöver det är det bra för leadgenerering också, eftersom det har en serie handy lead generation verktyg inbyggda!
“Salesflare brings an effortless CRM experience: without much work or effort our sales people can keep records on customers and opportunities updated and provide management with an accurate forecast. Tracking our sales efforts have never been easier. Furthermore this is the first CRM software our sales people actually really want to use and use (where all other software failed achieving this).” writes Frank M., managing director of an IT consultancy company, about Salesflare.
Testar det ut
When you test out Salesflare, you’ll immediately notice how the platform seems to work for you rather than the other way around. Once you connect your email, social accounts, and calendar, Salesflare automatically starts pulling in data—everything from emails and meetings to contact details and even social media interactions. This automation means you spend less time on manual data entry and more time focusing on your leads.
Salesflare’s interface is intuitive and smooth, especially when it comes to tracking engagement. You’ll appreciate how emails, calls, and meetings are logged without any extra effort, creating a clear timeline for each lead. The platform’s ability to automatically update customer profiles with new information feels like having an assistant that constantly keeps things in order for you.
What stands out most is how Salesflare integrates into your workflow, particularly within Gmail or Outlook. You can track emails, schedule follow-ups, and even see real-time engagement metrics, all from within your inbox. It’s this seamless integration that ensures nothing falls through the cracks, making it easy to stay on top of your sales game.
Poängsättning
Här kommer nu en analys av hur Salesflare står sig i konkurrensen:
Funktioner Salesflare erbjuder: 10/10
- Track your sales in multiple drag-and-drop pipelines
- Send automated email sequences until sales leads reply
- Automatically enrich prospect data from both publicly available info and email signatures
- Track the source (and lost reason) of your sales leads and analyze it
- Get reminded to follow-up automatically when prospects go inactive
- Track sales leads with integrated email & website tracking
- Get a live overview of what your sales prospects are doing in an in-app notification center
- Digitize new business contacts with a built-in business card scanner
- Use email templates within your Gmail inbox to manage prospects more productively
- Track your sales fully from your inbox with a handy email sidebar
Funktioner som Salesflare inte erbjuder: inga
G2 granskning poängsättning:
- Användarvänlighet: 9,5
- Enkel installation: 9.5
- Uppfyller kraven: 9.3
- Kvalitet på support: 9.7
- Lätt att göra affärer med: 9,9
- Enkel administration: 9.5
Slutresultat:
- Sales tracking feature score: 10/10
- Genomsnittligt betyg för G2: 9.6/10
- SLUTLIG POÄNG: 9.8/10
Pris
Prissättning för att få allt ovan (10 av 10 funktioner) i abonnemanget Salesflare Pro:
- $49/användare/månad (faktureras årligen)
- $55/användare/månad (faktureras månadsvis)
Prova Salesflare
Vill du se det hela i aktion? Du kan prova Salesflare gratis. 👈
It only takes a few minutes to sign up and get started with a Salesflare trial.
I guarantee you won’t find easier and more automated sales tracking software! 👌
![utmärkelser för Salesflare:s säljprogramvara](https://images.rapidload-cdn.io/spai/ret_blank,q_glossy,to_avif/https://images.storychief.com/account_481/image_7fd3461a1cdf19a8a17344bff832bc7c_800.png)
![prova Salesflare gratis](https://images.rapidload-cdn.io/spai/ret_blank,q_glossy,to_avif/https://images.storychief.com/account_481/button-try-it-for-free_56e7a6402a33b4713fa0c890d2dbb601_800.png)
2. HubSpot CRM + Sales Hub [8.3/10]
![overview of a sales lead in HubSpot CRM](https://images.rapidload-cdn.io/spai/ret_blank,q_glossy,to_avif/https://images.storychief.com/account_481/hubspot-crm-lead-followup_d69397210e41595286b7d9c2fdc5bece_800.png)
HubSpot är en plattform för marknadsföringsautomation som är en plattform för allt. Den grundades 2005 för att göra marknadsföringsautomation enklare.
Numera är HubSpots främsta försäljningsargument att erbjuda en allt-i-ett-lösning, inklusive marknadsföring, försäljning, service och drift. Om du inte gillar att använda olika appar och integrera dem (med hjälp av verktyg som Zapier och inbyggda integrationer), kan HubSpot vara det du letar efter.
To get functionality that is comparable to what you’re getting with the other sales tracking software in this ranking, you need to get two HubSpot products: its CRM and its Sales Hub.
Det gör prissättningen för att få all denna praktiska funktionalitet (8 funktioner) ganska brant, med början på $90-100 / användare / månad plus en extra avgift på $1470 för ombordstigning.
“What I like best about HubSpot Sales Hub is its seamless integration with the HubSpot CRM. This integration allows sales teams to efficiently track customer interactions and manage contacts without needing to switch between different platforms, significantly streamlining the workflow.” writes Pierquinto M., founder of a software company, about HubSpot Sales Hub.
Testar det ut
When I first dove into HubSpot’s CRM combined with its Sales Hub, I was struck by the breadth of its capabilities. It felt like stepping into an all-encompassing sales and marketing ecosystem. Setting up the platform took some time, but once everything was in place, it became clear how robust HubSpot is in managing a complete sales process.
The CRM was smooth to navigate, and I appreciated the ability to manage pipelines with drag-and-drop functionality. However, the real power came from integrating the Sales Hub, which allowed for automated email sequences and detailed tracking of prospect engagement. HubSpot’s lead enrichment features were also notable, as the system automatically pulled in data from various sources to give a fuller picture of each contact.
That said, while the features were powerful, I found that using them all effectively required a significant investment in learning the platform. The system is designed for scalability, but with that comes complexity—so be prepared for a steep learning curve, especially if you’re new to using such comprehensive tools.
Poängsättning
Funktioner som HubSpot CRM + Sales Hub erbjuder: 8/10
- Track your sales in multiple drag-and-drop pipelines
- Send automated email sequences until sales leads reply
- Automatically enrich prospect data from both publicly available info and email signatures
- Track the source (and lost reason) of your sales leads and analyze it
- Track sales leads with integrated email & website tracking
- Digitize new business contacts with a built-in business card scanner
- Use email templates within your Gmail inbox to manage prospects more productively
- Track your sales fully from your inbox with a handy email sidebar
Funktioner som HubSpot CRM + Sales Hub inte erbjuder:
- Get reminded to follow-up automatically when prospects go inactive
- Get a live overview of what your sales prospects are doing in an in-app notification center
G2 granskning poängsättning:
- Användarvänlighet: 8,6
- Enkel installation: 8.3
- Uppfyller kraven: 8.5
- Kvalitet på support: 8.5
- Lätt att göra affärer med: 8,7
- Enkel administration: 8.6
Slutresultat:
- Sales tracking feature score: 8/10
- Genomsnittligt betyg för G2: 8.5/10
- SLUTLIG POÄNG: 8.3/10
Pris
Pris för att få alla ovanstående (8 av 10 funktioner) på abonnemanget HubSpot Sales Hub Professional:
- $90/användare/månad (faktureras årligen)
- $100/user/month (faktureras månadsvis)
+ en extra obligatorisk avgift på $1470 för onboarding
3. Pipeliner CRM [7,2/10]
![track sales leads in Pipeliner CRM's pipeline](https://images.rapidload-cdn.io/spai/ret_blank,q_glossy,to_avif/https://images.storychief.com/account_481/pipeliner-crm-leads-pipeline_992d6d3c5414d10332d312463e3c27d7_800.png)
Pipeliner CRM (tidigare Pipelinersales) är ett mjukvaruföretag som grundades 2009 med målet att bygga bättre mjukvara för säljare.
Although Salesflare hardly ever gets compared to Pipeliner by people who want to follow up their leads in a better way, I decided to include them in this comparison because of their clear dedication to sales pipelinetracking and sales management software.
Programvaran är relativt funktionsrik jämfört med de andra plattformarna i denna jämförelse, men också lite daterad och inte alltför lätt att använda.
Pipeliners priser stiger ganska brant när du behöver mer funktionalitet, vilket förmodligen gör att det passar bättre för medelstora företag med djupa fickor.
“We changed from an well-known CRM to Pipeliner, which was more aligned with our needs. As we do not sell our solutions directly we had to find a CRM that can manage our sales process to find new sales partners. Pipeliner was the only CRM suiting our needs and budget. The best features are the visual sales pipeline and the easy customisation, and also the multiple sales pipelines. The activity tracker allow us to convince the sales ops to make easy reports.” writes Alessandro R., founder of a financial services company, about Pipeliner CRM.
Testar det ut
Testing out Pipeliner CRM was an interesting experience, mainly because of its unique approach to sales pipeline management. The visual representation of pipelines was one of the more distinctive features, making it easy to see where each deal stood at a glance. Drag-and-drop functionality was seamless, allowing for quick adjustments and updates within the pipeline.
However, as I spent more time with the platform, it became apparent that while Pipeliner CRM is rich in features, it also felt somewhat dated in its design and user experience. Navigating through the different sections required more clicks than I would have liked, and some features weren’t as intuitive as I expected.
The system’s strength lies in its comprehensive data analysis capabilities, but using these tools effectively requires a deeper understanding of the platform. Pipeliner CRM seems better suited for mid-sized to larger companies that need extensive reporting and don’t mind investing time into mastering the system.
Poängsättning
Funktioner som Pipeliner CRM erbjuder: 5/10
- Track your sales in multiple drag-and-drop pipelines
- Track the source (and lost reason) of your sales leads and analyze it
- Get a live overview of what your sales prospects are doing in an in-app notification center
- Digitize new business contacts with a built-in business card scanner
- Track your sales fully from your inbox with a handy email sidebar
Funktioner som Pipeliner CRM inte erbjuder:
- Send automated email sequences until sales leads reply
- Automatically enrich prospect data from both publicly available info and email signatures
- Get reminded to follow-up automatically when prospects go inactive
- Track sales leads with integrated email & website tracking
- Use email templates within your Gmail inbox to manage prospects more productively
G2 granskning poängsättning:
- Användarvänlighet: 9,4
- Enkel installation: 9.2
- Uppfyller kraven: 9.3
- Kvalitet på support: 9.3
- Lätt att göra affärer med: 9,4
- Enkel administration: 9.3
Slutresultat:
- Sales tracking feature score: 5/10
- Genomsnittligt betyg för G2: 9.3/10
- SLUTLIG POÄNG: 7.2/10
Pris
Prissättning för att få allt ovan (5 av 10 funktioner) i Pipeliners Business-plan:
- $70/användare/månad (faktureras endast årsvis)
4. Freshworks CRM [7.0/10]
![manage a sales prospect in Freshworks CRM](https://images.rapidload-cdn.io/spai/ret_blank,q_glossy,to_avif/https://images.storychief.com/account_481/freshworks-crm-lead-tracking_5df3c82e4246e3fbe7e69f11123356b5_800.jpg)
Freshworks CRM (tidigare känt som Freshsales) är ett CRM-system för försäljning från Freshworks, företaget bakom/initialt kallat Freshdesk. Freshworks grundades 2010 för att tillhandahålla en bättre och billigare lösning för kundtjänstteam.
Freshworks främsta försäljningsargument är dess djupgående funktioner. Man har också lyckats erbjuda denna mängd funktioner genom ett mer lättanvänt gränssnitt än konkurrenten/föregångaren från samma stad, Zoho.
Det som gör Freshworks starkt är också dess svaghet: gränssnittet är fullt av så många små knappar att vanliga bieffekter av att använda plattformen är lätt huvudvärk, trötthet och yrsel. 😅
Testar det ut
When I started using Freshworks CRM, the first thing that stood out was its clean, user-friendly interface. Setting up my account and getting started with tracking leads was straightforward, with minimal friction. The platform offers a good balance of features, from email sequences to pipeline management, making it versatile for various sales processes.
However, as I explored deeper, I noticed that the interface, while user-friendly, could quickly become overwhelming due to the sheer number of options and buttons. There’s a lot packed into Freshworks CRM, which is great for those who need extensive functionality, but it can also lead to a sense of overload if you’re not careful.
One of the platform’s strengths is its ability to track emails and calls directly from the CRM, which helps in maintaining a clear history of interactions with each prospect. But overall, while Freshworks CRM offers a lot, using it effectively requires you to navigate through its feature-rich environment carefully to avoid feeling bogged down by too many options.
Poängsättning
Funktioner som Freshworks CRM erbjuder: 5/10
- Track your sales in multiple drag-and-drop pipelines
- Send automated email sequences until sales leads reply
- Track the source (and lost reason) of your sales leads and analyze it
- Get a live overview of what your sales prospects are doing in an in-app notification center
- Track your sales fully from your inbox with a handy email sidebar
Funktioner som Freshworks CRM inte erbjuder:
- Automatically enrich prospect data from both publicly available info and email signatures
- Get reminded to follow-up automatically when prospects go inactive
- Track sales leads with integrated email & website tracking
- Digitize new business contacts with a built-in business card scanner
- Use email templates within your Gmail inbox to manage prospects more productively
G2 granskning poängsättning:
- Användarvänlighet: 9,1
- Enkel installation: 8.9
- Uppfyller kraven: 8.9
- Kvalitet på support: 9.0
- Lätt att göra affärer med: 9,1
- Enkel administration: 9.4
Slutresultat:
- Sales tracking feature score: 5/10
- Genomsnittligt betyg för G2: 9.0/10
- SLUTLIG POÄNG: 7.0/10
Pris
Pris för att få allt ovan (5 av 10 funktioner) på Freshsales Enterprise-abonnemang*:
- $59/användare/månad (faktureras årligen)
- $71/användare/månad (faktureras månadsvis)
* Sekvenser med strängare gränser finns också tillgängliga på Pro-planen
5. Pipedrive [6,3/10]
![sales deal management in Pipedrive's list view](https://images.rapidload-cdn.io/spai/ret_blank,q_glossy,to_avif/https://images.storychief.com/account_481/pipedrive-leads-list-view_a6b9381ec5f13e69e41d5b5a0c7cd0aa_800.png)
Pipedrive is an easy-to-use and easy-to-setup sales tracking software for small businesses and startups, and is therefore compared to Salesflare very often.
Företaget grundades 2011 för att skapa en motreaktion till företagssystem som Salesforce, som är byggda mer för företagsbehov än för säljteam. Pipedrive bestämde sig för att ändra på det.
While the company is focused on helping you track your sales in a better way, it keeps missing some of the more modern functionality offered by other platforms in this area.
Testar det ut
Using Pipedrive was a refreshingly straightforward experience, especially in comparison to some of the more feature-heavy CRMs. The setup was quick, and the interface was intuitive, making it easy to start tracking deals right away. The focus on simplicity is clear, with the drag-and-drop pipeline and the minimalist design helping to keep things uncluttered.
However, as I continued to use the platform, I started to notice the limitations. While Pipedrive excels in managing basic sales processes, it lacks some of the more advanced features you might find in other CRMs. For instance, the absence of automated email sequences and advanced lead tracking tools means you might need to supplement Pipedrive with additional software to cover all your needs.
Despite these limitations, Pipedrive shines in its ease of use and is particularly well-suited for small teams or startups that prioritize simplicity and efficiency over extensive feature sets. It’s a solid choice if you’re looking for a tool that helps you focus on closing deals without getting bogged down in unnecessary complexity, even though it feels a little outdated.
Poängsättning
Funktioner som Pipedrive erbjuder: 4/10
- Track your sales in multiple drag-and-drop pipelines
- Track the source (and lost reason) of your sales leads and analyze it
- Get a live overview of what your sales prospects are doing in an in-app notification center
- Track your sales fully from your inbox with a handy email sidebar
Funktioner som Pipedrive inte erbjuder:
- Send automated email sequences until sales leads reply
- Automatically enrich prospect data from both publicly available info and email signatures
- Get reminded to follow-up automatically when prospects go inactive
- Track sales leads with integrated email & website tracking
- Digitize new business contacts with a built-in business card scanner
- Use email templates within your Gmail inbox to manage prospects more productively
G2 granskning poängsättning:
- Användarvänlighet: 8,9
- Enkel installation: 8.7
- Uppfyller kraven: 8.4
- Kvalitet på support: 8.4
- Lätt att göra affärer med: 8,7
- Enkel administration: 8.6
Slutresultat:
- Sales tracking feature score: 4/10
- Genomsnittligt betyg för G2: 8.6/10
- SLUTLIG POÄNG: 6.3/10
Pris
Prissättning för att få alla ovanstående (4 av 10 funktioner) i Pipedrive Professional-planen:
- $49/användare/månad (faktureras årligen)
- $64/användare/månad (faktureras månadsvis)
6. Salesforce Sales Cloud [6.1/10]
![a sales prospect in Salesforce Sales Cloud](https://images.rapidload-cdn.io/spai/ret_blank,q_glossy,to_avif/https://images.storychief.com/account_481/salesforce-sales-cloud-lead-view_868655574b29feef1b0b8a0ba8a8c6f5_800.png)
Salesforce är det överlägset största CRM-företaget i världen och kontrollerar cirka 25% av marknaden 2025. Företaget grundades 1999 i Kalifornien av en före detta Oracle-chef.
Salesforce erbjuder en enorm plattform till företag som i princip består av en uppsättning byggstenar som du kan bygga vad som helst med, ger möjlighet att anpassa allt och löfte om att ansluta till vilken annan programvara du än använder.
En Salesforce-implementering kräver vanligtvis att ett konsultföretag kartlägger affärsbehoven och arbetsflödet, bygger allt detta i Salesforce, ansluter till annan programvara, utbildar de anställda och följer upp med ytterligare ändringar i efterhand.
While the software is not a great match for small and medium-sized businesses nor really built for pragmatic sales tracking, no comparison is complete without mentioning the market leader.
Testar det ut
Testing Salesforce Sales Cloud was akin to entering a vast ecosystem of possibilities. The platform is undeniably powerful, offering extensive customization options that can be tailored to fit virtually any business need. However, with great power comes great complexity. Setting up Salesforce was a time-intensive process, requiring a significant learning curve and often the assistance of a consultant to get everything running smoothly.
Once the system was in place, though, the capabilities were impressive. The level of detail you can track and analyze is unmatched, making it ideal for large enterprises with complex sales processes. The ability to integrate with other tools and customize every aspect of the CRM ensures that Salesforce can be molded to suit very specific business needs.
That said, for smaller teams or those without dedicated IT resources, Salesforce might feel overwhelming. The platform’s extensive capabilities are a double-edged sword—it offers everything you could need, but figuring out how to use it all effectively can be daunting. It’s a robust tool, but not one for the faint of heart or those looking for a simple, out-of-the-box solution.
Poängsättning
Funktioner som Salesforce Sales Cloud erbjuder: 4/10
- Track your sales in multiple drag-and-drop pipelines
- Track the source (and lost reason) of your sales leads and analyze it
- Use email templates within your Gmail inbox to manage prospects more productively
- Track your sales fully from your inbox with a handy email sidebar
Funktioner som Salesforce Sales Cloud inte erbjuder:
- Send automated email sequences until sales leads reply
- Automatically enrich prospect data from both publicly available info and email signatures
- Get reminded to follow-up automatically when prospects go inactive
- Track sales leads with integrated email & website tracking
- Get a live overview of what your sales prospects are doing in an in-app notification center
- Digitize new business contacts with a built-in business card scanner
G2 granskning poängsättning:
- Användarvänlighet: 8,1
- Enkel installation: 7.5
- Uppfyller kraven: 8.8
- Kvalitet på support: 8.2
- Lätt att göra affärer med: 8,3
- Enkel administration: 8.0
Slutresultat:
- Sales tracking feature score: 4/10
- Genomsnittligt betyg för G2: 9.6/10
- SLUTLIG POÄNG: 6.1/10
Pris
Prissättning för att få alla ovanstående (4 av 10 funktioner) på Salesforce Sales Cloud Professional-planen:
- $100/user/month (faktureras endast årsvis)
7. Zoho CRM [5.9/10]
![the sales leads view in Zoho CRM](https://images.rapidload-cdn.io/spai/ret_blank,q_glossy,to_avif/https://images.storychief.com/account_481/zoho-leads-management-overview_868686498e372360c1d6a44b1253c4dd_800.png)
Zoho är ett riktigt hushållsnamn i CRM-branschen, så jag kunde inte utelämna dem från denna ranking.
Zoho lanserade sin CRM-produkt för småföretag 2005 och har historiskt sett positionerat sig som ett billigare alternativ till Salesforce. Det är omedelbart dess huvudsakliga försäljningsargument.
Om du letar efter en CRM-lösning har Zoho många nivåer (och produkter till och med: Zoho CRM, Zoho CRM Plus, Zoho One, ...). De flesta av de fyra funktionerna nedan kommer på Zoho CRM: s Professional-plan, som erbjuder den lägsta prissättningen av plattformarna i denna jämförelse.
Testar det ut
When I tested Zoho CRM, what struck me first was the extensive range of features available right out of the box. Zoho CRM offers everything from lead management to advanced analytics, but this abundance also comes with a steep learning curve.
As I navigated through the system, I found the interface to be somewhat cluttered and not as intuitive as I had hoped. It took me a bit of time to figure out where everything was, especially when trying to customize the CRM to fit specific sales processes. However, once I got the hang of it, the customization options were powerful, allowing for tailored workflows that could align well with diverse business needs.
Another aspect that stood out during my trial was Zoho’s integration capabilities. Zoho CRM integrates seamlessly with a wide array of other Zoho applications and third-party tools, which could be a significant advantage for businesses already using Zoho’s ecosystem. The email integration and automation tools were robust, but setting them up required more time and attention compared to other CRMs I’ve used.
While Zoho CRM does offer a lot, it became clear that this platform might be better suited for businesses that have the resources and time to fully implement and leverage its features. For smaller teams or those new to CRM systems, the initial setup could be overwhelming without dedicated support.
Poängsättning
Funktioner som Zoho CRM erbjuder: 4/10
- Track your sales in multiple drag-and-drop pipelines
- Track the source (and lost reason) of your sales leads and analyze it
- Digitize new business contacts with a built-in business card scanner
- Track your sales fully from your inbox with a handy email sidebar
Funktioner som Zoho CRM inte erbjuder:
- Send automated email sequences until sales leads reply
- Automatically enrich prospect data from both publicly available info and email signatures
- Get reminded to follow-up automatically when prospects go inactive
- Track sales leads with integrated email & website tracking
- Get a live overview of what your sales prospects are doing in an in-app notification center
- Use email templates within your Gmail inbox to manage prospects more productively
G2 granskning poängsättning:
- Användarvänlighet: 8,1
- Enkel installation: 7.6
- Uppfyller kraven: 8.2
- Kvalitet på support: 7.4
- Lätt att göra affärer med: 7,9
- Enkel administration: 7.8
Slutresultat:
- Sales tracking feature score: 4/10
- Genomsnittligt betyg för G2: 7.8/10
- SLUTLIG POÄNG: 5.9/10
Pris
Prissättning för att få alla ovanstående (4 av 10 funktioner) på Zoho CRM Professional-planen:
- $23/användare/månad (faktureras årligen)
- $35/användare/månad (faktureras månadsvis)
+20% om du vill få "Premium support" (dvs. jämförbar support med vad du får på andra ställen)
VANLIGA FRÅGOR
What is the best way to keep track of sales?
The best way to keep track of sales is by utilizing a Customer Relationship Management (CRM) system. A CRM centralizes all customer-related data, interactions, and transactions, providing a comprehensive view of sales activities. It helps sales teams manage leads, prospects, and customers efficiently, enabling them to track the entire sales process from initial contact to closing deals. With a CRM, salespeople can monitor sales performance, analyze data, forecast revenue, and make data-driven decisions to optimize their sales efforts.
What type of software do salespeople use to track sales?
Salespeople primarily use Customer Relationship Management (CRM) software to track sales. A CRM system is specifically designed to manage and track customer interactions and sales activities. It allows salespeople to record leads, log communications, schedule follow-ups, and track deals through various stages of the sales pipeline. Additionally, CRM software often integrates with other tools such as email clients, calendars, and marketing automation platforms, enhancing sales efficiency and productivity.
Does a CRM track sales?
Yes, a CRM (Customer Relationship Management) system tracks sales comprehensively. CRM software is specifically designed to keep a detailed record of sales-related activities. This includes:
- Tracking your sales in multiple drag-and-drop pipelines
- Sending automated email sequences until sales lead replies
- Automatically enriching prospect data from both publicly available info and email signatures
- Tracking the source (and lost reason) of your sales leads and analyzing it
- Getting reminded to follow up automatically when prospects go inactive
- Tracking sales lead with integrated email & website tracking
- Getting a live overview of what your sales prospects are doing in an in-app notification center
- Digitizing new business contacts with a built-in business card scanner
- Using email templates within your Gmail inbox to manage prospects more productively
- Tracking your sales fully from your inbox with a handy email sidebar
How do small businesses track sales?
Small businesses may use basic spreadsheet software like Microsoft Excel or Google Sheets to manually track sales data. Though limited in functionality, it can be a cost-effective option for smaller operations. However, you won’t be able to get a lot of sales tracking features just from an Excel sheet. So, many small businesses invest in affordable CRM solutions like Salesflare tailored to their needs. Salesflare offers essential features for sales tracking without the complexity and cost of enterprise-level solutions.
That’s all I have for the 7 best sales tracking software platforms!
Vill du gräva djupare in i skillnaderna? Fråga bara vårt team med hjälp av chatten på salesflare.com. Vi är här för att hjälpa till 😄
Jag hoppas att du gillade det här inlägget. Om du gjorde det, sprid ordet!
👉 Du kan följa @salesflare på Twitter, Facebook och LinkedIn.
- 7 bästa CRM-system för Google Workspace + integrationsfunktioner - 23 januari 2025
- 7 bästa CRM-system för Outlook + integrationsfunktioner - 21 januari 2025
- 7 bästa CRM-system för Gmail + toppfunktioner - 19 januari 2025