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A List of 18 Best Sales Software for All Use Cases [2024]

Sales software

Whether you are a startup looking to build your customer base or an established company aiming to streamline operations, there’s a sales tool out there to meet your needs. Sales software encompasses a wide range of digital tools designed to streamline processes, from lead generation to closing deals and maintaining customer relationships.

In this article, we’ll explore the different types of sales software and provide a list of the 18 best tools, categorised by their use cases. Whether you need to enhance your email marketing campaigns, gain deeper insights into your sales performance or automate your proposal process, we’ve got you covered.

18 best sales software categorised based on use cases

Email marketing sales software

  1. Mailchimp

  2. ActiveCampaign

  3. Sendinblue (now Brevo)

Sales analytics and reporting software

  1. Salesforce Sales Cloud

  2. Zoho Analytics

  3. Tableau

Sales CRM software

  1. Telecrm

  2. Zoho CRM

  3. Monday Sales CRM

  4. Pipedrive

  5. Freshsales

Sales enablement software

  1. Highspot

  2. Seismic

  3. Showpad

  4. Guru

Quote and proposal management software

  1. PandaDoc

  2. Proposify

  3. QuoteWerks

This list categorises the top sales software solutions based on their use cases. Though we’ll explore these software on the basis of their features, pricing, pros and cons in the latter sections. 

What is sales software?

A sales software is a tool designed to help you manage various aspects of the sales cycle efficiently — from lead generation, nurturing and sales team management to training, document handling, closing deals, after-sales support, pipeline management and more. It’s not just one type of software; it is a group of sales tools, each tailored to meet different needs within a sales team.

Whether you need to organise customer data, track sales performance, automate email campaigns or create proposals, there’s a sales software solution that fits the bill. These tools work together to streamline processes, save time and ultimately help you close more deals.

The following section will give you a better idea of the different types of sales software and what your business exactly needs.

What are the various types of sales software?

Sales software isn’t a one-size-fits-all solution. Depending on your business needs, you might require different types of tools to address various stages of the sales process. Let’s break down the main categories of sales software to help you understand the breadth of options available and how each of them can benefit your business.

1. Email marketing sales software

Email marketing sales software helps you create, send and track email campaigns with ease. These tools often come with features like automation, segmentation and analytics to ensure your messages reach the right audience at the right time. If your goal is to maintain consistent communication with leads and customers, this type of software is essential.

Email marketing sales software

2. Sales analytics and reporting software

As the name suggests, sales analytics and reporting software provide you with insights into your sales data, helping you identify trends, track key metrics and measure the effectiveness of your sales strategies. Whether you’re looking to optimise your sales process or forecast future performance, these tools offer the data-driven insights you need.

Sales team's productivity

3. Sales CRM software

Customer relationship management (CRM) software is the backbone of any sales operation. It helps sales managers organise and manage customer information, track interactions and streamline communication throughout the entire sales cycle. And the best part — it is a sales automation as well as a sales analytics platform as well. So you get all the functionalities of the above two software in a CRM.

With a CRM, you can keep track of where each prospect is in the sales pipeline, ensuring no lead falls through the cracks. This software is vital for maintaining strong relationships with both prospects and existing customers.

Sales CRM software

4. Sales enablement software

Sales enablement tools equip your team with the resources they need to sell more effectively. This includes content management systems, training materials and collaboration tools that ensure your team is always prepared for customer interactions. Whether you’re onboarding new sales reps or providing ongoing training, sales enablement software helps keep your agents on their toes, ready to close more deals.

Sales enablement software

5. Quote and proposal management software

Creating accurate and professional quotes and proposals is crucial for winning business. Quote and proposal management software simplifies this process by providing templates, automating calculations and enabling e-signatures. This type of software ensures that your proposals are consistent, compliant and delivered quickly, helping you close deals faster.

Quote and proposal management software

18 best sales software categorised based on use cases

Best email marketing sales software

1. Mailchimp

Mailchimp

Mailchimp is a versatile email marketing platform that helps businesses of all sizes manage their email campaigns, social media ads, landing pages and more. Originally known for its email marketing capabilities, Mailchimp has evolved into a full-featured marketing platform, offering tools for automation, CRM and audience segmentation.

Features it is known for
  • Customisable email templates

  • Drag-and-drop campaign builder

  • Email automation

  • A/B testing

  • Audience segmentation

  • Social media management

  • Landing pages and forms

  • Integration with third-party apps

Pricing

Mailchimp’s pricing varies depending on the number of ‘contacts’, the higher the contacts you need to manage, the higher the pricing:

  • Free plan: $0/month for up to 500 contacts with basic features

  • Essentials plan: Starts at ₹385/month for up to 500 contacts, includes A/B testing and email scheduling

  • Standard plan: Starts at $20/month for up to 500 contacts, includes advanced automations and audience segmentation

  • Premium plan: Starts at $350/month for up to 10,000 contacts, includes advanced targeting and analytics

Pros
  1. User-friendly interface: Mailchimp’s drag-and-drop email builder and intuitive design make it accessible for beginners

  2. Comprehensive free plan: The free tier is generous, supporting up to 500 contacts with essential features

  3. Wide integration options: Mailchimp integrates seamlessly with many third-party apps, enhancing its functionality by leaps and bounds

Cons
  1. Compared to other marketing automation tools, Mailchimp’s automation features are relatively basic

  2. As your contact list grows, the pricing can become steep

  3. Some users find that the more advanced features add unnecessary complexity, making the platform harder to navigate as their needs grow

2. Sendinblue (now Brevo)

Brevo

Sendinblue, recently rebranded as Brevo, is a comprehensive digital marketing platform that excels in email marketing while also offering SMS marketing, chat and CRM functionalities. It’s designed to help small to medium-sized businesses automate their marketing efforts and manage customer relationships effectively. Brevo stands out for its affordability and wide range of features, making it an attractive option for businesses on a budget.

Features
  • Email marketing and automation

  • SMS marketing

  • CRM integration

  • Drag-and-drop email editor

  • Transactional emails

  • Landing pages

  • A/B testing

Pricing

Brevo offers a flexible pricing structure based on the number of emails you send:

  • Free plan: Free for up to 300 emails per day, with unlimited contacts

  • Starter plan: Starts at ₹625/month, includes 20,000 emails per month and basic features

  • Business plan: Starts at ₹1345/month, includes advanced features like A/B testing, marketing automation and landing pages

  • Enterprise plan: Custom pricing for larger businesses, includes advanced reporting, a dedicated account manager and priority support

Pros
  1. Affordable pricing: Brevo is budget-friendly, with a generous free plan and competitive pricing for its paid plans

  2. Multi-channel marketing: It offers email, SMS and chat functionalities, allowing businesses to reach customers across multiple channels

  3. User-friendly interface: The platform is easy to use, with a drag-and-drop editor and pre-designed templates that simplify campaign creation

Cons
  1. While the platform is easy to use, some users may find the customisation options for emails and landing pages to be somewhat limited

  2. The automation features, while effective, are not as advanced as those offered by some competitors

  3. Users have reported occasional issues with data imports and deliverability, particularly in the lower-tier plans

3. ActiveCampaign

ActiveCampaign email marketing CRM

ActiveCampaign is an advanced email marketing and CRM platform that combines email automation, sales automation and CRM capabilities in one powerful tool. It is designed for businesses looking to scale their marketing efforts with personalised customer experiences, automated workflows and deep data insights. ActiveCampaign excels in helping businesses nurture leads and build lasting relationships with customers through targeted email campaigns.

Features
  • Email automation and campaigns

  • CRM with sales automation

  • Advanced segmentation

  • A/B testing

  • Site tracking and event tracking

  • SMS marketing

  • Integration with over 850 apps

Pricing

ActiveCampaign offers four pricing plans, with costs scaling based on the number of contacts:

  • Plus plan: Starts at $49/month for up to 1,000 contacts — includes CRM, SMS marketing and advanced automation features

  • Professional plan: Starts at $79/month for up to 1,000 contacts — adds predictive sending, site messaging and more robust analytics

  • Enterprise plan: Starts at $145/month for up to 1,000 contacts for advanced features

Pros
  1. Powerful automation: ActiveCampaign’s automation features are among the best in the industry, allowing for highly personalised and complex workflows

  2. Integrated CRM: The built-in CRM helps businesses manage and track customer interactions seamlessly across multiple channels

  3. Scalable: The platform offers various pricing tiers and features, making it adaptable as your business grows

Cons
  1. Due to its extensive features and capabilities, ActiveCampaign can be challenging to navigate for beginners

  2. The cost can quickly add up, especially as your contact list grows and you require more advanced features

  3. Some advanced reporting and analytics features are only available in higher-tier plans

Best CRM sales software

1. Telecrm

Telecrm - Best CRM Sales Software

Telecrm’s sales CRM is a robust customer relationship management platform tailored specifically for small- and medium-sized businesses, particularly those focused on telemarketing and sales-driven operations.

It enables seamless communication across various channels like WhatsApp, SMS, email and phone. Telecrm stands out with its ability to handle repetitive tasks through advanced automation features, allowing sales teams to focus on more strategic activities.

Features
  • Contact and lead management

  • Lead capture

  • Multi-channel communication (phone, WhatsApp, SMS, email)

  • Follow-up management

  • Workflow automation

  • Sales pipeline management

  • Reporting & analytics

  • Call tracking and recording

  • Autodialer

  • Integration with third-party apps

Pricing

Telecrm offers various pricing plans:

  • Billed quarterly: ₹849 per user per month

  • Billed annual: ₹599 per user per month

WhatsApp chat sync add-on:

  • Billed quarterly: ₹1049 per user per month

  • Billed annual: ₹749 per user per month

Pros
  1. Multi-channel communication: Telecrm integrates multiple communication channels into one platform, making it easier to manage customer interactions

  2. Automation features: The platform automates repetitive tasks, helping teams focus on more critical aspects of sales

  3. Cost-effective: The pricing plans are affordable, especially for small businesses, offering significant value for the features provided

Cons
  1. Not an email marketing platform

  2. Free plan is not available

2. Zoho CRM

Zoho CRM software

Zoho CRM is a cloud-based customer relationship management platform designed to help businesses manage their sales, marketing and customer support in a single system. It is known for its flexibility and wide range of features that cater to businesses of all sizes.

Zoho CRM offers everything from basic lead and contact management to advanced AI-driven sales forecasting and process automation.

Features
  • Lead and contact management

  • Sales pipeline management

  • Workflow automation

  • AI-powered assistant (Zia)

  • Sales forecasting

  • Customisable dashboards and reports

  • Third-party integrations (over 900 apps)

  • Mobile access

Pricing

Zoho CRM offers several pricing plans:

  • Free plan: Supports up to three users with essential CRM features

  • Standard plan: ₹800 per user per month (billed annually) — includes sales forecasting, multiple sales pipelines, lead scoring and more

  • Professional plan: ₹1,400 per user per month (billed annually) — adds features like inventory management, Google Ads integration and automated workflows

  • Enterprise plan: ₹2,400 per user per month (billed annually) — provides advanced AI capabilities, territory management and custom functions

  • Ultimate plan: ₹2,600 per user per month (billed annually) — offers enhanced feature limits, deeper AI capabilities and advanced customisation options

All plans are billed annually. A free trial is available, and Zoho CRM is free for up to three users with limited features.

Pros
  1. Comprehensive features: Zoho CRM provides a wide range of tools that cover all aspects of sales, marketing and customer support

  2. Scalability: The platform can grow with your business, offering everything from basic tools to advanced AI-driven features

Cons
  1. Due to its extensive features, new users without prior CRM experience could find Zoho CRM a little overwhelming

  2. Some users have reported slower response times for support inquiries, particularly on the lower-tier plans

3. Monday Sales CRM

Monday sales crm

Monday Sales CRM is a highly customisable customer relationship management platform designed to streamline all aspects of the sales process, from lead management to post-sale activities. Part of the broader monday.com Work OS, this CRM integrates seamlessly with other tools and is ideal for businesses that need flexibility and automation in managing their sales cycles.

Features
  • Customisable sales pipelines

  • Lead and deal management

  • Workflow automation (up to 250K actions/month for Enterprise)

  • Mass email and email tracking

  • Sales forecasting and analytics

  • Integration with tools like Google Calendar, PandaDoc and Aircall

  • Mobile app for on-the-go sales management

Pricing

Monday Sales CRM offers several pricing tiers:

  • Basic plan: $12 per seat/month (billed annually) – includes unlimited pipelines, contacts and boards

  • Standard plan: $17 per seat/month – adds features like two-way email integration, quotes and invoices, and more

  • Pro plan: $28 per seat/month – includes advanced features such as mass emails, sales forecasting and custom automations

  • Enterprise plan: Custom pricing – offers enterprise-scale automations, advanced analytics and is HIPAA compliant

A 14-day free trial is available for new users.

Pros
  1. Highly customisable: Allows users to tailor pipelines, workflows and automations to fit specific business needs without requiring developer assistance

  2. Seamless integrations: Easily integrates with a wide range of third-party tools, enhancing overall functionality

  3. User-friendly interface: The intuitive design makes it accessible for teams, reducing the need for extensive training

Cons
  1. The per-seat pricing can become expensive as more users are added, especially for small businesses

  2. Some advanced functionalities like mass emailing and in-depth analytics are only available in higher-tier plans

4. Pipedrive

Pipedrive sales software

Pipedrive is a sales-focused CRM platform designed to help sales teams manage leads, track communications and automate various parts of the sales process. Known for its user-friendly interface and flexibility, Pipedrive is particularly well-suited for small to medium-sized businesses that need an intuitive tool to streamline their sales activities.

Features
  • Customisable sales pipelines

  • Email integration with two-way sync

  • AI-powered sales assistant

  • Customisable dashboards and reports

  • Document management (Smart Docs)

  • Lead management with LeadBooster add-on

Pricing

Pipedrive offers five main pricing plans:

  • Essential plan: $12/user/month, includes basic sales pipeline management and contact management feature

  • Advanced plan: $24/user/month, adds full email sync with templates and workflow automations

  • Professional plan: $49/user/month, includes advanced reporting, Smart Docs and sales forecasting

  • Power plan: $59/user/month, adds team management features and enhanced support

  • Enterprise plan: $79/user/month, offers all features with premium support and additional customisation options

Pros
  1. User-friendly interface: Pipedrive’s simple, intuitive design makes it easy for teams to adopt and use, minimising the learning curve

  2. Highly customisable: The platform offers extensive customisation options, allowing businesses to tailor pipelines, fields and automations to their specific needs

Cons
  1. Some advanced features like full email sync, Smart Docs and sales forecasting are only available in higher-tier plans

  2. Essential features like lead generation and web visitor tracking are available as add-ons, which can increase overall costs

  3. Unlike some competitors, Pipedrive does not offer a free plan, though it does provide a 14-day free trial

5. Freshsales

Freshsales CRM software

Freshsales is an AI-powered sales CRM designed to help businesses manage their sales processes more effectively. It offers a comprehensive suite of tools for lead management, contact management, sales automation and analytics.

Freshsales is part of the Freshworks ecosystem, known for its ease of use, making it ideal for small to medium-sized businesses that want to streamline their sales operations and improve customer relationships.

Features
  • AI-powered sales assistant (Freddy AI)

  • Contact and account management

  • Sales pipeline management

  • Workflow automation

  • Built-in phone and email integration

  • Visual sales reports and analytics

  • Mobile CRM app

  • Integration with third-party apps (e.g., Slack, Zapier, Google Workspace)

  • Sales sequences and campaign management

Pricing

Freshsales offers several pricing plans:

  • Growth plan: ₹749/user/month (billed annually), includes advanced features like sales sequences and AI-powered insights

  • Pro plan: ₹3239/user/month (billed annually), adds advanced workflows, multiple sales pipelines and time-based workflows

  • Enterprise plan: ₹4899/user/month (billed annually), includes custom modules, a dedicated account manager and enhanced security features

All plans offer a 21-day free trial.

Pros
  1. AI-driven insights: The Freddy AI assistant provides intelligent recommendations, helping sales teams prioritise deals and optimise their sales processes

  2. Integrated communication tools: Built-in phone, email and chat features allow seamless communication within the CRM, reducing the need for external tools

Cons
  1. While Freshsales is highly functional out of the box, some users may find the customisation options limited, particularly in the lower-tier plans

  2. Many of the more powerful tools, such as advanced analytics and multiple sales pipelines, are only available in the Pro and Enterprise plans, which may be expensive for smaller businesses

Best sales enablement software

1. Highspot

Highspot

Highspot is a comprehensive sales enablement platform designed to boost sales productivity by providing sales teams with the tools they need to manage content, engage buyers and refine their sales processes.

It offers a unified solution that combines content management, sales training, coaching and analytics, enabling sales teams to deliver consistent, personalised buyer experiences and drive revenue growth.

Features
  • Sales content management

  • AI-driven content recommendations

  • Sales playbooks and play management

  • Buyer engagement analytics

  • Integrated sales training and certification

  • Sales coaching tools

  • CRM integration

  • Interactive dashboards and reporting

Pricing

Highspot’s pricing is customised based on the specific needs of the organisation. It typically requires contacting their sales team to get a tailored quote. This approach ensures that businesses pay for the features they need and use. Visit their pricing page to know more.

Pros
  1. Comprehensive sales enablement: Highspot offers an all-in-one platform that covers everything from content management to sales coaching, making it a powerful tool for end-to-end sales enablement

  2. AI-driven insights: The platform uses AI to recommend the most relevant content and provide actionable insights, helping sales teams improve their engagement strategies and close deals more effectively

  3. Robust integration capabilities: Highspot integrates seamlessly with various CRM systems, email tools and other sales technologies, ensuring smooth workflows across different platforms

Cons
  1. Due to its wide range of features, it can be complex to set up and may require significant time and resources to fully implement and customise

  2. As a premium solution, it can be expensive, especially for smaller businesses or those with limited budgets

2. Seismic

Seismic

Seismic is a leading sales enablement platform designed to help organisations deliver more effective and consistent sales processes by aligning sales and marketing teams. It offers an extensive suite of tools for content management, sales training, coaching and analytics, enabling sales teams to engage buyers with personalised, relevant content at every stage of the sales cycle.

Features
  • Sales content management

  • Buyer engagement tools

  • Sales training and coaching

  • Content automation

  • Intelligence and analytics

  • 150+ integrations with CRM, email and other tools

Pricing

Seismic does not publicly list its pricing, as costs are typically tailored to the specific needs of each organisation. Businesses interested in Seismic must contact their sales team for a customised quote based on their unique requirements and the scale of implementation.

Pros
  1. Comprehensive feature set: Seismic provides a full range of sales enablement tools, making it a one-stop solution for large enterprises looking to optimise their sales processes

  2. Robust content management: The platform excels in managing and distributing sales content, ensuring that teams always have access to the most relevant materials

  3. Scalability: Seismic is designed to meet the needs of both small teams and large enterprises, making it adaptable as your organisation grows

Cons
  1. Users often find Seismic’s interface confusing, which can make navigation difficult and reduce productivity

  2. The search feature is frequently criticised for returning irrelevant results, making it hard to find necessary resources

  3. Managing large volumes of content can be cumbersome, with users struggling to efficiently retrieve documents

3. Showpad

Showpad

Showpad is a sales enablement platform that helps organisations improve the efficiency and effectiveness of their sales teams by providing tools for content management, training and buyer engagement.

It allows sales and marketing teams to store, manage and distribute content, ensuring that the right materials are available at the right time to drive successful sales interactions.

Features
  • Content management and distribution

  • Buyer engagement tools

  • Sales training and coaching

  • Analytics and reporting

  • Email integration with tracking

  • Customisable shared spaces

  • Integration with Salesforce, Microsoft 365, Google Drive and more

Pricing

Showpad typically provides customised pricing based on the specific needs of the business. Companies interested in Showpad should contact their sales team to get a tailored quote.

Pros
  1. User-friendly interface: Showpad is known for its intuitive design, making it easy for sales teams to navigate and access content quickly

  2. Powerful content tracking: The platform offers strong tracking features that provide insights into how clients engage with shared content, which helps refine sales strategies

  3. Flexible content management: Users appreciate the ability to customise and manage a hub of files and folders, making it easier to select appropriate content for different sales scenarios

Cons
  1. Some users find the customisation options within Showpad’s shared spaces to be insufficient for their specific needs

  2. Several users have reported difficulties in organising and finding content within the platform, suggesting the need for better navigation and folder management features

4. Guru

Guru sales enablement software

Guru is a knowledge management and sales enablement platform that empowers sales teams by providing easy access to up-to-date information and resources.

It integrates seamlessly into the tools teams already use, like Slack and web browsers, ensuring that the right knowledge is always at their fingertips, helping them close deals faster and more effectively.

Features
  • Knowledge unification and consolidation

  • Slack bot and browser extension

  • Publishing API

  • Knowledge verification workflow

  • Real-time knowledge access

  • Analytics and reporting

  • Integrations with CRM and support tools

Pricing

Guru offers the following pricing plans:

  • All-in-one: $15/user/month, includes enhanced knowledge management features

  • Enterprise plan: Custom pricing for large organisations, with full feature access and dedicated support

Pros
  1. Streamlined knowledge access: Guru’s intuitive interface makes it easy for sales teams to access and share knowledge directly within their workflows, saving time and increasing productivity

  2. Real-time updates and verification: The platform ensures that all information is accurate and up-to-date through automated verification workflows, reducing the risk of outdated or incorrect knowledge being used in sales processes

  3. Seamless integration: Guru integrates well with existing tools like Slack and CRM systems, allowing teams to access information without disrupting their workflows

Cons
  1. Guru may become less efficient as the knowledge base grows, making it harder for larger teams to maintain optimal performance

  2. The search feature can be slow or yield less relevant results, hindering quick access to information

  3. Guru’s analytics may not be detailed enough for organisations that rely heavily on in-depth data insights

Best sales analytics and reporting software

1. Salesforce Sales Cloud

Salesforce Sales Cloud

Salesforce Sales Cloud is a comprehensive sales analytics and CRM platform designed to help businesses manage and optimise their sales processes. It provides a unified view of sales data, enabling teams to forecast accurately, manage pipelines and gain actionable insights through advanced reporting and AI tools. The platform is particularly beneficial for large enterprises that need to integrate various sales and marketing functions into one cohesive system.

Features
  • AI-powered analytics and forecasting

  • Customisable dashboards and reports

  • Pipeline management and opportunity health signals

  • Workflow and process automation

  • Sales engagement and conversation intelligence

Pricing

Salesforce Sales Cloud offers multiple pricing tiers:

  • Starter suite: $25/user/month, includes basic CRM features

  • Pro suite: $100/user/month, adds forecast management and custom reporting

  • Enterprise: $165/user/month, includes advanced pipeline management and deal insights

  • Unlimited: $330/user/month, adds predictive AI and full developer support

Pros
  1. Advanced AI and analytics: Salesforce’s AI capabilities provide deep insights and predictive analytics, helping sales teams prioritise deals and improve forecasting accuracy

  2. Highly customisable: The platform offers extensive customisation options, allowing businesses to tailor dashboards, reports and workflows to their specific needs

  1. Strong integration capabilities: Salesforce integrates seamlessly with a wide range of third-party tools and internal systems, enhancing its functionality and adaptability

Cons
  1. Due to its vast array of features, Salesforce Sales Cloud can be overwhelming for new users since it requires significant time and training to master the software

  2. The platform’s advanced features come at a premium, making it a significant investment, especially for smaller businesses

2. Zoho Analytics

Zoho Analytics

Zoho Analytics is a robust business intelligence and analytics platform that provides comprehensive tools for data visualisation, reporting and analysis. It allows businesses to consolidate data from various sources, create insightful dashboards and generate actionable reports.

The platform is especially useful for sales analytics, offering features that help sales teams track performance, forecast trends and optimise decision-making processes.

Features
  • AI-powered analytics with Zia

  • Pre-built and customisable dashboards

  • Data blending and integration

  • Automated reporting and alerts

  • Predictive analytics and what-if scenarios

Pricing

Zoho Analytics offers multiple pricing plans:

  • Basic plan: ₹960/month, includes basic reporting and analytics features for small teams

  • Standard plan: ₹1,900/month, adds advanced data preparation and sharing capabilities

  • Premium plan: ₹4,200/month, includes predictive analytics and extensive data integrations

  • Enterprise plan: ₹15,850/month, offers comprehensive features with high-volume data processing and advanced security

Pros
  1. Strong data visualisation: Zoho Analytics excels in providing a variety of visualisation tools, making it easier to detect trends and patterns within the data

  2. Integration and data blending: The platform integrates seamlessly with multiple data sources, including CRMs, marketing tools and financial systems, enabling businesses to blend data and gain a comprehensive view of their operations

Cons
  1. Despite its user-friendly interface, Zoho Analytics can be complex to fully master

  2. Some users have reported that the platform can slow down when handling very large datasets, which can be a hindrance for organisations needing real-time data processing

3. Tableau

Tableau analytics software for sales

Tableau is a powerful data visualisation and business intelligence (BI) platform designed to help users transform raw data into interactive, easy-to-understand visualisations. It’s widely used across industries for sales analytics, enabling teams to explore data, identify trends and make informed decisions. Tableau is particularly favoured for its ability to handle large datasets and execute complex analyses, making it a go-to tool for data-driven organisations.

Features
  • Interactive dashboards and data visualisations

  • AI-driven insights with Tableau’s Einstein discovery

  • Real-time data collaboration and sharing

  • Embedded analytics for external applications

  • Advanced mapping and spatial analysis

  • Data blending and integration with multiple sources

Pricing

Tableau offers several pricing plans based on user needs and preferences. Visit their pricing page to know more. 

Pros
  1. Exceptional data visualisation: Tableau is renowned for its ability to create highly interactive and visually appealing dashboards, making complex data easier to understand

  2. Wide range of integrations: Tableau integrates with a vast array of data sources and third-party applications, providing flexibility in data management and reporting

  3. Scalable for large enterprises: The platform’s architecture allows it to scale effectively, accommodating the needs of large organisations with extensive data analytics requirements

Cons
  1. Tableau’s pricing can be prohibitive, especially for smaller organisations or startups, as costs can escalate with the need for additional licences and features

  2. While powerful, Tableau’s advanced features require significant training and expertise to harness its full potential, which can be a barrier for teams without dedicated data professionals

Best quote and proposal management software

1. PandaDoc

PandaDoc - best quote and proposal management software

PandaDoc is an all-in-one document management and automation platform designed to streamline the creation, distribution and management of quotes, proposals and contracts. It offers a range of features like e-signatures, customisable templates and real-time analytics, making it an ideal tool for sales teams looking to enhance their document workflows.

Features
  • Document and proposal management

  • E-signature capabilities

  • Template library and content blocks

  • Workflow automation

  • Payment collection integration

  • CRM integrations (e.g., Salesforce, HubSpot)

Pricing

PandaDoc offers several pricing plans:

  • Essentials plan: $19/user/month, adds document creation and templates

  • Business plan: $49/user/month, includes custom branding, advanced integrations and workflow automation

  • Enterprise plan: Custom pricing, with advanced features like API access and custom user roles

2. Proposify

Proposify quote management software

Proposify is a proposal management software designed to help sales teams create, send, track and manage proposals more efficiently. It offers a range of tools that streamline the proposal creation process, ensuring brand consistency, reducing manual work and enhancing visibility into the sales pipeline.

Proposify is particularly useful for sales teams looking to improve their proposal workflow and increase deal closure rates.

Features
  • Customisable proposal templates

  • E-signature capabilities

  • Content library for reusable assets

  • Workflow automation and approval processes

  • Real-time analytics and notifications

  • Interactive quoting and payment processing

Pricing

Proposify offers several pricing tiers:

  • Basic plan: $29/seat/month (billed annually) — limited features for small teams

  • Team plan: $41/user/month (billed annually) — includes branded templates and e-signatures

  • Business plan: $65/seat/month (billed annually) — with advanced features like API access, advanced analytics and dedicated support

3. QuoteWerks

QuoteWerks sales software

QuoteWerks is a specialised Configure, Price, Quote (CPQ) software designed to help sales teams create accurate and professional quotes, proposals and orders efficiently. It is particularly useful for businesses that require robust quoting capabilities integrated with their existing CRM and accounting systems. QuoteWerks streamlines the quoting process, reduces errors and enhances sales workflow with features tailored for sales-driven organisations.

Features
  • Comprehensive quoting and proposal management

  • Integration with 55+ CRM and accounting platforms

  • Workflow automation with approval processes

  • Centralised document storage

  • Real-time quote tracking and notifications

  • Electronic signatures and payment collection

  • Customisable branded templates

Pricing

QuoteWerks offers several pricing tiers:

  • Standard edition: $15/user/month (billed monthly) — basic features including quotes, orders, invoices and more

  • Professional edition: $20/user/month (billed monthly) — includes everything in Standard, plus QuickBooks Desktop integration and CRM integrations

  • Corporate edition: $29/user/month (billed monthly) — includes everything in Professional, plus advanced CRM integrations, MS SQL backend and more

Conclusion

If you’re involved in sales in any capacity — whether as a sales rep, sales manager or business owner — this article covers any and all software you might need to do your job! 

From email marketing to CRM systems, sales analytics, enablement tools and proposal management software, each solution is designed to address specific challenges in the sales process. And if you’re considering Telecrm, an all-in-one sales software, you can visit our homepage or book a live demo to see it in action!


Zaid Khan

Zaid is a content writer and a marketing executive at Telecrm with a specialization in writing technical blogs, website landing pages, and on-page SEO.
He's an MBA student and a national-level debater having represented Aligarh Muslim University at various competitions.

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