8 款最佳销售管理软件 + 功能对比 [2025]

最适合小型企业的销售软件及各系统的优势

If you’re selling B2B, the key reason most companies need sales software is to better manage their sales leads, sales team, and ultimately sales performance.

如果您的情况也是如此，最好确保您实施了一个良好的销售管理软件系统。

The benefits can be huge: even a small sales team (3 people) I recently talked to reported earning $1 million per year more in sales (💵!) after getting their sales management software in place. Talk about a performance boost!

With all the different software systems for sales management out there however, it can be hard to figure out exactly what you need to up your performance. 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 8 different top sales management software platforms in detail, including pricing.

让我们一探究竟！👇

销售管理软件的核心功能

以下是销售管理软件平台可提供的 10 项核心功能，可帮助您更好地管理销售线索和销售团队：

在多个拖放管道中可视化您的线索
自动发送电子邮件序列，直至客户回复
从公开信息和电子邮件签名中自动丰富线索
跟踪线索来源（和流失原因）并进行分析
当线索不活跃时，自动提醒跟进
通过集成的电子邮件和网站跟踪功能跟踪潜在客户
在应用程序内的通知中心实时了解您的客户在做什么
利用内置名片扫描仪将业务线索数字化
在 Gmail 收件箱中使用电子邮件模板，更有效地管理潜在客户
通过便捷的电子邮件侧边栏，从收件箱中全面管理您的潜在客户

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 management software.

销售管理软件排名：方法

If you’re looking for good CRM software to manage your sales leads, the above set of features can significantly boost your sales performance.

为了编制这份排名，我从大约 600 个可能的平台中进行了预选。然后，我亲身测试了所选的 8 个销售管理软件平台中的每一个，研究了其中哪些平台提供哪些功能，并在下文中为您详细介绍。

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 a sales CRM that the sales team doesn’t use is pretty useless 😏

因此，我将 G2 上每款软件的当前评分包括在内，以便您更好地了解它们的排名情况。具体细分如下：

易用性
易于设置
符合要求
支持质量
与之经商的便利性
易于管理

I’ve then taken the average of the G2 review score, and combined it with the sales management software feature score, to calculate… the final score! 🥇

8 款最佳销售管理软件排名

不想阅读整个比较？🤓

2025 年八大最佳销售管理软件是

Salesflare： 9.8/10 🏆
HubSpot CRM 和 Sales Hub： 8.3/10
Pipeliner CRM： 7.2/10
Freshworks CRM： 7.0/10
关闭： 7.0/10
Pipedrive： 6.3/10
Salesforce： 6.1/10
Zoho CRM： 5.9/10

想了解详情？请继续阅读！

1.Salesflare [9.8/10] 🏆

Salesflare 销售管理软件主页 — 通过可视化管道✨ 专业地跟踪您的潜在客户

If I ask our customers what they’re essentially using Salesflare for, the answer is usually: to better manage our sales.

Our goal at Salesflare is to make managing sales leads super easy for you, without you having to input data to keep the system alive. And with a ton of built-in automation to make you more productive. That way the sales team ends up actually using the software… and sales management only becomes easier.

Salesflare（成立于 2014 年）被数千家向其他企业销售产品的中小型企业（包括代理商、咨询公司、开发公司、科技公司......）。它在所有评测平台上都名列前茅，是产品爱好者的领先社区 Product Hunt 上的 #1 CRM 软件。

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 leads. Plus it adds some handy features like integrated email and website tracking, email templates, and email sequences.

利用客户关系管理软件从 Gmail 管理销售额 — 在 Gmail（或 Outlook）收件箱中使用 Salesflare 💌

“[I like that the] drag and drop functionality is intuitive and easy to use, but surprisingly gives you a great view into your sales process. I want me and my sales team to be productive I don’t want them spending minutes or hours trying to figure out how to get all the information in a software product so I, as the owner, can know exactly where each sales person and account stands. You know the saying, “Salespeople will fill up their time with all the other activities required of them before they start making sales.” This software turns all those other activities into a simple click and drag.” writes Cal T., founder of a consulting company, about Salesflare.

测试

When you start using Salesflare, the first thing that strikes you is the intuitive interface that feels tailor-made for busy sales teams. You don’t have to worry about manually entering data—Salesflare does it for you. As you connect your email and other communication tools, it begins to automatically gather information, creating detailed profiles for your leads without requiring any extra effort on your part.

The seamless integration with Gmail and Outlook means you can manage your sales pipeline directly from your inbox. Every interaction, whether it’s an email, a meeting, or a call, is logged automatically. You receive real-time notifications about your leads’ activities, which helps you stay on top of follow-ups and next steps. This kind of automation ensures that nothing falls through the cracks, and you can focus more on selling rather than managing the CRM.

通过可定制的拖放管道可视化您的销售线索，从而轻松跟踪每笔交易的进展情况。您可以快速确定哪些线索需要关注，并据此确定任务的优先级。总之，Salesflare 提供了用户友好的体验，简化了销售管理的复杂性，帮助您和您的团队保持高效和有序。

计分

下面我们就来分析一下 Salesflare 的优势：

Salesflare 提供的功能10/10

在多个拖放管道中可视化您的线索
自动发送电子邮件序列，直至客户回复
从公开信息和电子邮件签名中自动丰富线索
跟踪潜在客户的来源（和流失原因），以及分析它
当线索不活跃时，自动提醒跟进
通过集成的电子邮件和网站跟踪功能跟踪潜在客户
在应用程序内的通知中心实时了解您的客户在做什么
利用内置名片扫描仪将业务线索数字化
在 Gmail 收件箱中使用电子邮件模板，更有效地管理潜在客户
通过便捷的电子邮件侧边栏，从收件箱中全面管理您的潜在客户

Salesflare 不提供的功能：无

G2 审查评分：

易用性： 9.5
易于设置：9.5
符合要求：9.3
支持质量：9.7
经商便利度： 9.9
易于管理：9.5

最终结果

销售管理软件功能得分：10/10
G2 评论平均得分：9.6/10
最后得分9.8/10

定价

获得以上所有服务的定价 (Salesflare 专业版计划中的 10 项功能）：

$49/用户/月 (每年结算）
$55/用户/月 (每月结算）

尝试 Salesflare

想一睹它的风采吗？您可以免费试用 Salesflare.👈

只需几分钟，您就可以开始试用 Salesflare 并开始以更好的方式跟踪您的潜在客户。

I guarantee you won’t find easier and more automated sales management software to up your team’s performance! 👌

Salesflare Awards 2024 — Some of the awards Salesflare has received for its ease of use, ease of implementation, and quality of support.

2.HubSpot CRM + Sales Hub [8.3/10]

HubSpot是一个由营销自动化平台转变为一切的平台。它成立于 2005 年，旨在让营销自动化变得更简单。

如今，HubSpot 的主要卖点是提供一体化解决方案，包括营销、销售、服务和运营。如果你不喜欢使用不同的应用程序并将它们集成在一起（使用 Zapier 和原生集成等工具），那么 HubSpot 可能就是你要找的。

To get functionality that is comparable to what you’re getting with the other sales management software in this ranking, you need to get two HubSpot products: its CRM and its Sales Hub.

因此，获得所有这些便捷功能（8 项功能）的价格相当昂贵，起价为 $90-100/用户/月，外加 $1470 的入职费用。

测试

当我第一次测试 HubSpot CRM 及其 Sales Hub 时，我立即被该平台的全面性所折服。它提供了一个一体化的解决方案，可以与市场营销、销售和客户服务工具无缝集成。设置相对简单，但需要一些时间来了解可用的全部功能。

其中最有用的一点是，我可以通过多个拖放板将销售管道可视化。通过管道阶段移动销售线索非常容易，而且系统提供了强大的自定义选项。自动电子邮件序列是另一个亮点，让我可以毫不费力地培育潜在客户。不过，我发现它的定价有点高，尤其是考虑到 Sales Hub 专业计划的成本以及所需的入职费。

What stood out most was how the CRM seamlessly integrates with other HubSpot tools, making it easy to manage everything from one platform. However, this also meant that there were a lot of features I didn’t necessarily need, which made the interface feel a bit cluttered at times. Overall, HubSpot CRM + Sales Hub is powerful, but it’s more suitable for teams that have a large checklist of needs and are willing to invest the time and money to get the most out of it.

“The most helpful aspect of HubSpot Sales Hub is its ability to streamline the sales process. It provides an easy-to-use interface that allows sales professionals to quickly create, track and manage leads, contacts, opportunities, and activities. It also provides automated workflows to ensure that tasks are completed on time and efficiently. Additionally, HubSpot Sales Hub integrates with other HubSpot products, giving you access to powerful analytics and insights.” writes Pranay M., sales and marketing lead at an online food store, about HubSpot Sales Hub.

计分

HubSpot CRM + Sales Hub 提供的功能：8/10

在多个拖放管道中可视化您的线索
自动发送电子邮件序列，直至客户回复
从公开信息和电子邮件签名中自动丰富线索
跟踪线索来源（和流失原因）并进行分析
通过集成的电子邮件和网站跟踪功能跟踪潜在客户
利用内置名片扫描仪将业务线索数字化
在 Gmail 收件箱中使用电子邮件模板，更有效地管理潜在客户
通过便捷的电子邮件侧边栏，从收件箱中全面管理您的潜在客户

HubSpot CRM + Sales Hub 不提供的功能：

当线索不活跃时，自动提醒跟进
在应用程序内的通知中心实时了解您的客户在做什么

G2 审查评分：

易用性： 8.6
易于设置：8.3
符合要求：8.5
支持质量：8.5
经商便利度： 8.7
易于管理：8.6

最终结果

销售管理软件功能得分：8/10
G2 评论平均得分：8.5/10
最终得分： 8.3/108.3/10

定价

在 HubSpot Sales Hub 专业计划

中获得上述所有功能（10 项功能中的 8 项）的定价：

$90/座位/月 (每年结算）
$100/seat/month (按月计费，但需承担年度费用）
+ $1500 的额外入职费用

HubSpot 提供 14 至 30 天的免费试用期。

3.Pipeliner CRM [7.2/10]

Pipeliner CRM（前身为 Pipelinersales）是一家成立于 2009 年的软件公司，其目标是为销售人员打造更好的软件。

虽然 Salesflare 很少被那些希望更好地管理销售的人拿来与 Pipeliner 进行比较，但我还是决定将它们纳入本次比较，因为它们在销售方面的投入是显而易见的。

与本次比较中的其他平台相比，该销售软件功能相对丰富，但也有些过时，使用起来不太方便。

随着功能的增加，Pipeliner 的价格也会相应提高，这可能更适合资金充裕的中型企业。

“Pipeliner integrates the most important elements of sales management into a CRM – sales velocity, team management, supervised follow-ups and forecasts. It’s the best tool for sales teams that desire more efficiency.” writes Dan O., a freelance content project manager, about Pipeliner CRM.

测试

When I gave Pipeliner CRM a try, the first thing that caught my attention was its visually appealing interface. The platform is built around visual sales pipelines, and it’s clear that the designers put a lot of thought into making the experience as intuitive as possible. I could easily drag and drop leads between stages, which made managing the sales process feel almost like playing a game.

However, I did find the software to be somewhat outdated in terms of user experience. The interface, while visually appealing, wasn’t as smooth or responsive as I would have liked. It took a bit of time to get used to the way data is organized, and I found myself wishing for more modern features like automated lead enrichment or more advanced email tracking.

Despite these drawbacks, Pipeliner CRM does offer a comprehensive set of tools for sales management. It’s particularly strong in its ability to provide live overviews of what leads are doing, which can be very useful for keeping track of active opportunities. That said, the pricing structure can get quite steep, especially if you need more advanced features, making it a better fit for mid-sized companies with specific needs.

计分

Pipeliner CRM 提供的功能：5/10

在多个拖放管道中可视化您的线索
跟踪线索来源（和流失原因）并进行分析
在应用程序内的通知中心实时了解您的客户在做什么
利用内置名片扫描仪将业务线索数字化
通过便捷的电子邮件侧边栏，从收件箱中全面管理您的潜在客户

Pipeliner CRM 不提供的功能：

自动发送电子邮件序列，直至客户回复
从公开信息和电子邮件签名中自动丰富线索
当线索不活跃时，自动提醒跟进
通过集成的电子邮件和网站跟踪功能跟踪潜在客户
在 Gmail 收件箱中使用电子邮件模板，更有效地管理潜在客户

G2 审查评分：

易用性： 9.4
易于设置：9.2
符合要求：9.3
支持质量：9.3
经商便利度：9.4
易于管理：9.3

最终结果

销售管理软件功能得分：5/10
G2 评论平均得分：9.3/10
最终得分： 7.2/107.2/10

定价

在 Pipeliner 商业计划中获得上述所有功能（10 项功能中的 5 项）的定价：

$85/用户/月 (每年结算）
$100/user/month (每月结算）

Pipeliner 提供 14 天的免费试用期。

4.Freshworks CRM [7.0/10]

Freshworks CRM（原名 Freshsales）是 Freshworks 公司推出的销售 CRM，该公司的幕后公司/最初名为 Freshdesk。Freshworks 成立于 2010 年，旨在为客户服务团队提供更好、更便宜的解决方案。

Freshworks 的主要卖点在于其功能深度。与同城的竞争对手/前辈 Zoho 相比，它还能通过更易于使用的界面提供这些功能。

What makes Freshworks strong is also its weakness: the interface is full of so many little buttons that common side-effects of using the sales platform include a mild headache, fatigue and dizziness. 😅

测试

Testing Freshworks CRM was an experience in contrasts. On one hand, the platform offers a deep feature set, which is impressive for its price point. The interface is clean, with a modern design that’s easy to navigate at first glance. Setting up the sales pipeline was straightforward, and I appreciated the drag-and-drop functionality that allowed me to move leads through different stages easily.

But as I spent more time with the software, I started to notice the sheer number of options and features, which made the interface feel a bit overwhelming. Every task seemed to involve a few more clicks than necessary, and I found myself wishing for a more streamlined process. The multitude of buttons and options led to a kind of “button fatigue,” where I had to pause frequently to remember where specific features were located.

Despite this, Freshworks CRM excels in providing a comprehensive toolset for sales teams. The platform’s depth is both its strength and its weakness—great for teams that need all those features but potentially overwhelming for those who prefer a simpler, more focused experience.

计分

Freshworks CRM 提供的功能：5/10

在多个拖放管道中可视化您的线索
自动发送电子邮件序列，直至客户回复
跟踪线索来源（和流失原因）并进行分析
在应用程序内的通知中心实时了解您的客户在做什么
通过便捷的电子邮件侧边栏，从收件箱中全面管理您的潜在客户

Freshworks CRM 不提供的功能：

从公开信息和电子邮件签名中自动丰富线索
当线索不活跃时，自动提醒跟进
通过集成的电子邮件和网站跟踪功能跟踪潜在客户
利用内置名片扫描仪将业务线索数字化
在 Gmail 收件箱中使用电子邮件模板，更有效地管理潜在客户

G2 审查评分：

易用性： 9.1
易于设置：8.9
符合要求：8.9
支持质量：9.0
经商便利度：9.1
易于管理：9.4

最终结果

销售管理软件功能得分：5/10
G2 评论平均得分：9.0/10
最终得分： 7.0/107.0/10

定价

在 Freshsales 企业计划*上获得上述所有功能（10 项功能中的 5 项）的定价：

$59/user/month (每年结算）
$71/用户/月 (每月结算）

* 专业计划还提供限制更严格的序列

5.关闭 [7.0/10]

Close 是一家销售 CRM 公司，由一家专门从事外呼业务的外呼销售代理公司发展而来。

This history is still clear when you try Close today, as it’s more heavily focused than the other sales management software platforms in this list on calling features like a power dialer and a predictive dialer.

该软件的工作方式与大多数软件略有不同，因为它没有 "公司 "这一概念，而是需要创建与 "线索 "相关联的 "机会"。但一旦你习惯了它的工作方式，它就会变得相对简单。

So, if calling a list of cold leads is what you do on a daily basis, this sales software system might very well be what you’re looking for to up your sales team’s performance.

测试

当我测试 Close 时，我立即注意到该平台是如何专注于销售沟通，尤其是外呼。该客户关系管理软件专为严重依赖冷电话的团队而设计，这一点显而易见。内置的强力拨号器和预测性拨号器效率极高，真正简化了处理通话清单的流程。

However, Close works a bit differently than other CRMs I’ve used. Instead of organizing data around companies, it focuses on leads and opportunities, which took some getting used to. But once I adjusted to this approach, I found it quite effective for managing sales activities. The interface is clean and user-friendly, which made the setup process quick and painless.

One drawback is that Close lacks some of the more modern features found in other CRMs, like automated lead enrichment and detailed email tracking. But if your primary focus is on making calls and managing opportunities, Close is a solid choice. It’s particularly well-suited for teams that need robust calling features built directly into their CRM.

计分

功能关闭报价：5/10

在多个拖放管道中可视化您的线索
自动发送电子邮件序列，直至客户回复
跟踪线索来源（和流失原因）并进行分析
通过便捷的电子邮件侧边栏，从收件箱中全面管理您的潜在客户
当线索不活跃时，自动提醒跟进

Close 不提供的功能：

从公开信息和电子邮件签名中自动丰富线索
通过集成的电子邮件和网站跟踪功能跟踪潜在客户
在应用程序内的通知中心实时了解您的客户在做什么
利用内置名片扫描仪将业务线索数字化
在 Gmail 收件箱中使用电子邮件模板，更有效地管理潜在客户

G2 审查评分：

易用性： 9.1
易于设置：8.9
符合要求：8.8
支持质量：9.2
经商便利度：9.3
易于管理：9.0

最终结果

销售管理软件功能得分：5/10
G2 评论平均得分：9.05/10
最终得分： 7.0/107.0/10

定价

Pricing to get all of the above (5 of 10 features) on the Close Growth plan:

$99/用户/月 (每年结算）
$109/user/month (每月结算）

6.Pipedrive [6.3/10]

Pipedrive 是一款易于使用和设置的销售管理软件，适用于小型企业和初创企业，因此经常被拿来与 Salesflare 进行比较。

该公司成立于 2011 年，旨在对 Salesforce 等企业系统发起反击，因为这些系统更多是针对企业需求而非销售团队而构建的。Pipedrive 就是要改变这种状况。

虽然该公司致力于帮助你更好地管理销售，但在这一领域，它一直缺少其他平台提供的一些更现代化的功能。

测试

我使用 Pipedrive 的体验非常好，尤其是因为该平台的用户界面非常友好。从我开始使用的那一刻起，我就明显感觉到 Pipedrive 在设计时考虑到了简便性。设置我的销售管道轻而易举，拖放界面让我可以轻松地在不同阶段移动交易。

What I appreciated most was the straightforward nature of the software. It doesn’t try to do too much, which means there’s less clutter and fewer unnecessary features. However, this simplicity also means that Pipedrive lacks some of the more advanced features you might find in other CRMs, such as automated email sequences or advanced lead enrichment.

Despite these limitations, Pipedrive shines in making sales management accessible to small teams and startups. It’s an excellent option if you’re looking for a CRM that focuses on the essentials without overwhelming you with options. That said, if you need more sophisticated tools, you might find Pipedrive a bit too basic for your needs.

计分

Pipedrive 提供的功能：4/10

在多个拖放管道中可视化您的线索
跟踪线索来源（和流失原因）并进行分析
在应用程序内的通知中心实时了解您的客户在做什么
通过便捷的电子邮件侧边栏，从收件箱中全面管理您的潜在客户

Pipedrive 不提供的功能：

自动发送电子邮件序列，直至客户回复
从公开信息和电子邮件签名中自动丰富线索
当线索不活跃时，自动提醒跟进
通过集成的电子邮件和网站跟踪功能跟踪潜在客户
利用内置名片扫描仪将业务线索数字化
在 Gmail 收件箱中使用电子邮件模板，更有效地管理潜在客户

G2 审查评分：

易用性： 8.9
易于设置：8.7
符合要求：8.4
支持质量：8.4
经商便利度： 8.7
易于管理：8.6

最终结果

销售管理软件功能得分：4/10
G2 评论平均得分：8.6/10
最终得分： 6.3/106.3/10

定价

在 Pipedrive 高级计划中获得上述所有功能（10 项功能中的 4 项）的定价：

$49/用户/月 (每年结算）
$79/用户/月 (每月结算）

7.Salesforce 销售云 [6.1/10]

Salesforce 是迄今为止全球最大的客户关系管理公司，2025 年将控制约 24% 的市场份额。该公司于 1999 年在加利福尼亚州成立，创始人曾是甲骨文公司的高管。

Salesforce 为企业提供了一个巨大的平台，该平台基本上由一系列构建模块组成，您可以利用这些模块构建任何东西，还可以定制一切，并承诺与您正在使用的任何其他软件相连接。

Salesforce 的实施通常需要咨询公司绘制业务需求和工作流程图，在 Salesforce 中构建所有这些内容，与其他软件连接，培训员工，并在之后跟进其他变更。

虽然该软件并不适合中小型企业，也不是真正用于日常销售管理的软件，但如果不提市场领导者，任何比较都是不完整的。

测试

对 Salesforce Sales Cloud 的测试让我了解到 CRM 软件的全面性。该平台功能繁多，每项功能都能处理最复杂的销售流程。一开始，我就发现 Salesforce 是为需要详细定制和高级报告功能的大型团队而设计的。

However, with all these features comes a significant learning curve. Setting up Salesforce took a considerable amount of time, and I found myself needing to refer to tutorials and support documentation frequently. The interface isn’t as intuitive as I would have liked, and the sheer number of options made it easy to get lost.

Salesforce 的最大优势之一是其可扩展性和几乎可以定制 CRM 的方方面面。但是，对于规模较小的团队或 CRM 软件新手来说，这种复杂性可能会让他们不知所措。Salesforce 销售云的功能无疑是强大的，但它需要投入大量的时间和金钱才能发挥最大的作用。

计分

Salesforce 销售云提供的功能：4/10

在多个拖放管道中可视化您的线索
跟踪线索来源（和流失原因）并进行分析
通过便捷的电子邮件侧边栏，从收件箱中全面管理您的潜在客户
在 Gmail 收件箱中使用电子邮件模板，更有效地管理潜在客户

Salesforce 销售云不提供的功能：

自动发送电子邮件序列，直至客户回复
从公开信息和电子邮件签名中自动丰富线索
当线索不活跃时，自动提醒跟进
通过集成的电子邮件和网站跟踪功能跟踪潜在客户
在应用程序内的通知中心实时了解您的客户在做什么
利用内置名片扫描仪将业务线索数字化

G2 审查评分：

易用性： 8.1
易于设置：7.5
符合要求：8.8
支持质量：8.2
经商便利度： 8.3
易于管理：8.0

最终结果

销售管理软件 CRM 功能得分：4/10
G2 评论平均得分：9.6/10
最终得分： 6.1/106.1/10

定价

在 Salesforce Sales Cloud Pro Suite 计划中获得上述所有功能（10 项功能中的 4 项）的定价：

$100/user/month (仅每年结算）

8.Zoho CRM [5.9/10]

Zoho 是 CRM 行业真正家喻户晓的品牌，因此我不能将其排除在此次排名之外。

Zoho 于 2005 年推出了小型企业 CRM 产品，并一直将自己定位为 Salesforce 的廉价替代品。这也是它的主要卖点。

If you’re looking for a sales management software solution to up your team’s performance, Zoho has many tiers (and products even: Zoho CRM, Zoho CRM Plus, Zoho One, …). Some of those are free, but most of the four features below come on Zoho CRM’s Professional plan, which does offer the lowest pricing of the platforms in this comparison.

测试

当我测试 Zoho CRM 时，我立刻被它丰富的功能所吸引，但一开始也觉得有点不知所措。设置过程比我预想的要复杂得多，有许多自定义选项，需要仔细考虑才能使系统符合我的具体需求。

在浏览各个模块时，我对 Zoho CRM 提供的详细程度表示赞赏。创建自定义字段和工作流程的功能让我能够根据销售团队的独特流程调整 CRM。不过，这种灵活性也带来了学习曲线，因为我需要时间来了解如何最好地配置这些功能，以简化我的操作。

最突出的一点是与其他 Zoho 产品和第三方应用程序的集成功能。这让我更容易将业务的不同部分（从电子邮件营销到客户支持）连接起来，尽管最初在跨平台同步数据时确实遇到了一些挑战。

Overall, Zoho CRM’s depth is impressive, but it’s a system that requires investment in time and effort to fully leverage its capabilities. The platform is powerful, but it may not be the best fit for those looking for something straightforward and easy to implement out of the box.

计分

Zoho CRM 提供的功能：4/10

在多个拖放管道中可视化您的线索
跟踪线索来源（和流失原因）并进行分析
利用内置名片扫描仪将业务线索数字化
通过便捷的电子邮件侧边栏，从收件箱中全面管理您的潜在客户

Zoho CRM 不提供的功能：

自动发送电子邮件序列，直至客户回复
从公开信息和电子邮件签名中自动丰富线索
当线索不活跃时，自动提醒跟进
通过集成的电子邮件和网站跟踪功能跟踪潜在客户
在应用程序内的通知中心实时了解您的客户在做什么
在 Gmail 收件箱中使用电子邮件模板，更有效地管理潜在客户

G2 审查评分：

易用性： 8.1
易于设置：7.6
符合要求：8.2
支持质量：7.4
经商便利度： 7.9
易于管理：7.8

最终结果

销售管理软件功能得分：4/10
G2 评论平均得分：7.8/10
最终得分： 5.9/105.9/10

定价

在 Zoho CRM 专业版计划中获得上述所有功能（10 项功能中的 4 项）的定价：

$23/user/month (每年结算）
$35/用户/月 (每月结算）

如果您想获得 "高级支持"，请使用 +20% (即与您在其他地方获得的支持相当）。

That’s all I have for the 8 sales management software platforms!

想要深入了解其中的差异？只需使用 salesflare.com 上的聊天工具询问我们的团队。我们随时准备提供帮助 😄

常见问题

What is a sales management software?

Sales management software is a tool designed to help businesses manage their sales leads, sales teams, and overall sales performance. Its main purpose is to streamline and organize the entire sales process, from lead tracking to performance analysis. A great system, like Salesflare, achieves this by automating data entry and providing a clear, visual pipeline, which helps teams stay organized and sell more effectively.

What is the difference between CRM and sales management?

Often, the terms are used interchangeably, but there’s a subtle difference. “CRM” (Customer Relationship Management) can be a broad platform that covers marketing, sales, and customer service. “Sales management software” refers more specifically to the features of a CRM that are focused on managing the sales process and team. For example, a sales-focused CRM like Salesflare emphasizes features like pipeline management, lead tracking, and automated follow-ups over general marketing or service tools.

Is a CRM a sales tool?

Yes, a CRM is one of the most powerful sales tools a business can have. It helps salespeople manage their leads, track every interaction automatically, visualize their sales pipeline, and get reminders to follow up. Modern CRMs are essential for keeping a sales team organized, efficient, and focused on closing deals instead of getting buried in administrative work. Tools that are tightly integrated with your inbox, like Salesflare, become the central command center for all sales activities.

What is the best sales management software?

According to our detailed comparison based on features and user reviews, Salesflare is the best sales management software with a final score of 9.8/10. It earned the top spot because it offers a full suite of advanced sales management features while being extremely easy to use. Its deep automation, particularly in data entry and lead tracking, ensures that sales teams actually use it, leading to significant boosts in performance and revenue.

What are the core features of sales management software?

The core features of a great sales management software are designed to make your sales process more efficient and data-driven. Based on our analysis, the essential features include: