15+ Best Sales Rep Software Solutions (Updated)

Updated September 2025 – Pricing and features subject to change

In this article, we’ll evaluate various vital sales rep software options that should not be missing from your digital toolbox to help sales teams achieve superior sales performance.

We’ll talk about sales tools to help you:

• Generate qualified leads and manage lead tracking
• Contact potential customers through multiple communication channels
• Create proposals and online signatures to close deals faster
• Manage your entire sales pipeline and customer relationships

By the end of the article, you’ll know which sales management tool to use, when, and why you need it to drive sales growth.

Let’s get started.

Top Picks by Category

Category	Best Tools	Starting Price
CRM (for reps)	HubSpot (all-in-one + AI), Pipedrive (visual & simple), Salesforce (extensible)	Free – $45/month
Sales Engagement	Salesloft, Outreach, Amplemarket (AI-first)	Custom pricing
Prospecting/Intel	UpLead	Free trial
Visitor ID	Dealfront Leadfeeder	Free; €99/month
Conversation Intelligence	Gong, Chorus (ZoomInfo), Clari	Custom pricing
Scheduling & Demo	Calendly; Zoom/Meet	Free – $16/month
Proposals & E-sign	PandaDoc, DocuSign	$10 – $19/month
Field Sales	Badger Maps, SPOTIO, SalesRabbit	$58/month

What Is Sales Rep Software?

Sales rep software is a category of digital tools designed to help sales professionals automate repetitive tasks, manage customer relationships, and improve sales performance at every stage of the sales cycle, ultimately allowing sales reps to focus more time on building customer relationships and closing deals.

The right software should help your sales team do a better job, meet their sales quotas, increase their sales, and decrease the time spent on mundane tasks anywhere other than with qualified leads and potential customers.

Depending on the kind of sales management tool you choose, it will help in either one or more steps in your sales process to improve overall team performance.

Here’s how sales tracking software transforms your sales strategy:

What Are the Key Categories of Sales Rep Software?

A modern sales representative relies on several distinct categories of management software, each designed to optimize a different stage of the sales process and help sales teams achieve better team performance. Understanding these categories helps you build a cohesive sales stack that maximizes efficiency and revenue.

• Customer Relationship Management (CRM) serves as the foundational system and central hub for managing customer data, tracking sales activities, and managing your sales pipeline. Every other sales tool in your stack should integrate seamlessly with your sales CRM.
• Sales Intelligence & Prospecting tools help find, identify, and enrich customer information about potential customers, providing buying signals and market trends to fuel your sales pipeline with qualified leads.
• Sales Engagement & Outreach platforms execute, automate, and track multi-channel communication with prospects across email, phone, and social media touchpoints to help sales reps reach more deals.
• Sales Enablement equips sales reps with content, training, and coaching resources for more effective sales conversations and faster deal progression throughout the sales cycle.
• Conversation Intelligence records, transcribes, and analyzes sales calls using AI to provide coaching insights and identify winning talk tracks for better sales performance.
• CPQ (Configure, Price, Quote) automates the creation of complex sales quotes and proposals, reducing errors and speeding up the closing process to help sales teams save time.
• Sales Analytics & Reporting transforms raw sales data into actionable insights for tracking KPIs, forecasting revenue, and optimizing team performance across your entire sales pipeline.

How Do You Choose the Right Sales Rep Software?

Choosing the right software requires evaluating your specific needs against key decision criteria. Start by assessing your current sales process to identify bottlenecks and inefficiencies that management software can address to improve sales performance.

Integration capability is crucial for sales teams – ensure any sales management tool connects seamlessly with your existing sales CRM and tech stack. A tool that creates data silos will hurt more than it helps your sales efforts.

Ease of use determines adoption rates among sales reps. Complex tools that require extensive training often fail because sales reps abandon them under quota pressure.

Scalability ensures the sales tracking software grows with your sales team. Consider both user capacity and feature expansion as your sales organization matures and business size increases.

Data accuracy is non-negotiable for prospecting tools and lead management. Poor data quality leads to wasted time and damaged sender reputation. Look for providers like UpLead that offer a 95% data accuracy guarantee.

Budget alignment involves calculating total cost of ownership, including implementation, training, and ongoing support costs beyond the monthly subscription for your sales management tool.

How to Build a Modern Sales Stack (Without Wasting Money)

Building a modern, cost-effective sales stack involves a strategic, multi-step process focused on aligning technology with business needs and process efficiency. The key is starting with your foundation and building systematically to enable reps and drive sales growth.

• Step 1: Audit and Define Needs – Analyze your current sales process and buyer’s journey to identify bottlenecks and pain points. Map out where sales reps spend their time and which sales activities generate the most revenue.
• Step 2: Start with High-Quality Data – Your entire sales pipeline depends on accurate prospect information and customer data. Invest in a reliable sales intelligence platform like UpLead that provides verified contact data with a 95% data accuracy guarantee. Poor data quality makes every other sales tool less effective.
• Step 3: Identify Required Tool Categories – Based on your audit, determine which sales management software categories are necessary. Most sales teams need CRM software, prospecting tools, engagement platforms, and analytics at minimum for effective sales management.
• Step 4: Research and Evaluate Tools – Create shortlists and evaluate based on integration capabilities, scalability, usability, and security. Prioritize platforms over point solutions to reduce complexity across your sales pipeline.
• Step 5: Implement and Train – Roll out sales tools in phases with comprehensive training for your sales team. Start with core functionality before adding advanced automation features.
• Step 6: Monitor and Optimize – Continuously track usage and ROI through performance metrics. Remove tools that aren’t being used and consolidate overlapping functionality to maintain pipeline health.

Remember: 70% of sales reps report feeling overwhelmed by the number of tools they use. Focus on sales process first, then tools, and validate ROI regularly to avoid stack bloat while ensuring your sales management tool truly helps sales teams achieve their goals.

How is AI Transforming Sales Software in 2025?

AI is transforming sales rep software in 2025 by moving from simple automation to becoming a core component of sales strategy and execution. This shift is fundamentally changing how sales teams operate and achieve superior sales performance.

• Autonomous Agents & Co-Pilots now handle routine sales activities like initial outreach, CRM software updates, and lead qualification. Oracle’s AI agents for sales represent this evolution, with these AI systems working alongside sales reps, and 82% of organizations planning integration within the next three years.
• Generative AI for Hyper-Personalization creates highly customized outreach at scale, analyzing customer data to craft relevant messaging. This technology is boosting conversion rates significantly compared to generic outreach, helping sales teams close more deals.
• Predictive Analytics & Forecasting use AI algorithms to produce sales forecasts with up to 95% accuracy, compared to 60-70% for traditional methods. This helps sales managers allocate resources more effectively and make data driven decisions.
• Conversation Intelligence analyzes customer interactions in real time data, providing key insights and coaching suggestions during calls. This technology helps sales reps adapt their approach mid-conversation to improve sales performance.
• AI-Driven Sales Coaching provides personalized training and real time insights, increasing sales productivity by 20% through continuous skill development and automated workflows.

Companies adopting these AI technologies often report higher conversion rates, shorter sales cycles, and revenue increases. The key is choosing AI-powered sales tools that integrate seamlessly with high-quality data sources to enable reps and drive sales growth.

Best 50+ Sales Rep Software Tools Your Team Should Start Using

Here are the best sales tools for your sales team, organized by the problems they solve in your daily workflow to improve overall team performance:

Prospecting & Sales Intelligence Software

Your sales reps can’t sell to ghosts. The first step is finding the right potential customers at the right companies with accurate customer information for effective lead tracking.

UpLead

Best for: B2B companies needing highly accurate customer data and lead management.

Pricing: Starts from essentials plans (contact for current pricing).

Standout feature: 95% data accuracy guarantee with real-time email verification.

Why sales reps like it: Provides access to over 160 million verified B2B contacts in 200+ countries with powerful reporting features.

UpLead provides access to over 160 million verified B2B contacts in 200+ countries. Leverage 50+ filters, including technographics to find companies using competing software, and intent data to identify potential customers actively searching for your solution. All emails are verified in real-time upon download, ensuring your outreach hits the inbox and helps sales reps focus on qualified leads.

UpLead integrates seamlessly with your sales tools, like Salesforce CRM, HubSpot, Zoho, Pipedrive, and many more, making it the perfect foundation for your sales stack to enable reps with accurate customer information.

Try UpLead today.

LinkedIn Sales Navigator

Best for: B2B social selling and relationship mapping for sales teams.

Pricing: Core from $119.99/mo (monthly) or annual equivalents; Advanced tiers available.

Standout feature: Advanced lead and account search with real-time alerts.

Why sales reps like it: Provides social selling capabilities with warm introductions through networks.

LinkedIn Sales Navigator is the dominant sales intelligence tool for finding, tracking, and engaging potential customers on LinkedIn. It provides advanced search filters, lead recommendations, and InMail credits for direct outreach. The platform excels at identifying job changes, company updates, and warm introductions through your network to help sales teams build customer relationships.

Apollo.io

Best for: All-in-one prospecting and engagement for small business teams.

Pricing: $49/$79/$119 per user/month (annual).

Standout feature: Combines B2B database with email sequencing in one platform.

Why sales reps like it: All-in-one solution reduces need for multiple tools.

Apollo.io combines a B2B contact database with outreach automation, making it a comprehensive solution for smaller sales teams. The platform includes email sequencing, a built-in dialer, and AI writing assistance for creating personalized outreach at scale to help sales reps manage new leads effectively.

Website Visitor Identification Software

Anonymous website visitors are warm qualified leads you’re ignoring. These sales tools put a name to that traffic and turn browsers into potential customers for better lead management.

Dealfront Leadfeeder

Best for: Identifying companies visiting your website for lead tracking.

Pricing: Free plan available; paid plans start at €99/mo (tiered by identified companies).

Standout feature: Real-time company identification with customer information enrichment.

Why sales reps like it: Turns anonymous website traffic into actionable sales opportunities.

Dealfront Leadfeeder identifies the companies visiting your website, showing you which pages they viewed and how long they stayed. This intelligence helps your sales team prioritize outreach to potential customers already showing interest in your solution, improving sales performance through better lead tracking.

Clearbit

Best for: Real-time data enrichment and visitor identification.

Pricing: Custom pricing based on usage.

Standout feature: High-quality data enrichment with deep integration capabilities.

Why sales reps like it: Automatically enriches customer data without manual data entry.

Clearbit enriches your existing contact records and identifies website visitors with comprehensive company and customer information. The platform is known for data accuracy and seamless integration across sales and marketing tools to help sales teams make data driven decisions.

Sales Engagement & Outreach Software

Manual follow ups are tedious and inconsistent. Sales engagement platforms automate your outreach across multiple communication channels so sales reps can focus on conversations, not clicks.

Salesloft

Best for: Enterprise sales teams needing comprehensive engagement automation.

Pricing: Custom pricing; quote-only.

Standout feature: AI-powered “Cadences” for structured sales workflows.

Why sales reps like it: Streamlines complex multi-touch sequences across channels.

Salesloft is an AI-powered revenue orchestration platform combining sales engagement, conversation intelligence, and deal management. Its “Cadences” feature creates structured automated workflows that guide sales reps through multi-touch sequences across email, phone, and social channels to improve team performance.

Outreach

Best for: Large sales teams requiring advanced automation sequences.

Pricing: Custom pricing; quote-only.

Standout feature: AI sales assistant (Outreach Kaia) for deal insights.

Why sales reps like it: Provides detailed analytics on what messaging works best.

Outreach provides robust automation sequences and AI-powered deal insights through its Kaia assistant. The platform excels at complex, multi-channel campaigns and provides detailed performance metrics on what messaging works best to help sales teams close more deals.

Mailshake

Best for: Small to medium sales teams focused on email outreach.

Pricing: $59/user/mo (Email Outreach monthly); Starter from $29.

Standout feature: Simple, email-focused automation with strong deliverability.

Why sales reps like it: Easy to use interface with powerful personalization features.

Mailshake is a popular email platform for sales and cold emails, making it a great tool for your first contacts with potential customers. With it, you can integrate seamlessly with the tools you’re already using and connect your Gmail and social media accounts to upload qualified leads as you find them directly. Once you’ve begun designing the emails, you can automatically personalize them to increase your open rates easily and help sales reps save time.

Aircall

Best for: Remote sales teams needing cloud-based calling.

Pricing: From ~$30/user/mo with a 3-license minimum (final price varies by billing & add-ons).

Standout feature: Scalable cloud phone system with CRM integration.

Why sales reps like it: Easy scaling and powerful real time data analytics.

Aircall is a powerful and scalable cloud-based phone system. It integrates seamlessly into your sales CRM to get you started with your customer data and start calling numbers from over 100 countries. With Aircall, you don’t have to pay for what you’re not using. Instead, scale your plan up or down according to seasonality. Aircall is also great for remote sales teams and gives you powerful real time insights to track them and your other KPIs.

RingCentral

Best for: Companies needing unified communications (phone, chat, video).

Pricing: From $19.99/user/mo (annual, 1-yr) for core UC plan.

Standout feature: All-in-one communication platform with RingOut feature.

Why sales reps like it: Works seamlessly across all devices for field sales teams.

A cloud-based phone solution, RingCentral is popular with multiple companies and works with many devices, making it perfect for remote sales teams and field sales reps. Besides phone calls, RingCentral also has chat and video call capabilities, allowing you to connect with potential customers however they want. You can also call any phone or computer with just one tap using its “RingOut” feature or route and automatically assign calls to the right agent.

AI Sales Assistants & Writing Tools

Even with the right contacts, a bad email gets deleted. These AI sales tools act as your personal writing coach, helping sales reps craft messages that actually get responses and improve sales performance.

Lavender

Best for: Sales reps who want to improve email quality and deliverability.

Pricing: Team plans benchmarked around $89/user/mo.

Standout feature: Real-time email scoring with personalization suggestions.

Why sales reps like it: Provides instant feedback directly in their inbox.

Lavender is an AI-powered sales email coach that provides real time insights on your emails directly within your inbox. It analyzes tone, sentiment, and deliverability factors to help sales reps write emails that get opened, read, and responded to, ultimately helping them close more deals.

Regie.ai

Best for: Marketing and sales teams needing full campaign generation.

Pricing: Custom pricing.

Standout feature: Generates entire multi-touch campaigns based on target personas.

Why sales reps like it: Creates comprehensive campaigns instead of just single emails.

Regie.ai is a generative AI platform that creates complete content campaigns, from email sequences to social media posts. It goes beyond single email assistance to generate comprehensive, persona-based outreach campaigns that help sales teams drive sales growth through automated workflows.

Scheduling & Demo Software

The back-and-forth of scheduling kills momentum. These sales tools let potential customers book a time instantly, keeping your sales pipeline moving and helping sales reps save time.

Calendly

Best for: Individual sales reps and small teams needing simple scheduling.

Pricing: Free; Standard ~$10–12; Teams ~$16–20 per seat/mo depending on billing.

Standout feature: Automated scheduling with calendar integration and payment processing.

Why sales reps like it: Eliminates scheduling back-and-forth with potential customers.

Calendly eliminates the back-and-forth emails of scheduling by letting potential customers book meetings directly from your calendar availability. It integrates seamlessly with all major calendar systems and can collect payments for consultations, making it an easy to use CRM addition for task management.

Zoom

Best for: Sales teams needing reliable video conferencing with recording capabilities.

Pricing: Free + paid tiers (see plan grid for current pricing).

Standout feature: HD video/audio with meeting recording and screen sharing.

Why sales reps like it: Reliable platform with excellent recording features for follow ups.

Zoom has become one of the world’s most used video meeting apps for sales teams. Offering clear video and audio, making it easy to manage and access meetings, and with a generous free version, Zoom is a high-quality alternative for anyone looking for an effective, streamlined video conferencing app. With Zoom, sales reps can use features like whiteboarding, screen sharing, meeting recording, and breakout rooms. You do all of this from your computer, tablet, or smartphone while maintaining its functionality.

Google Meet

Best for: Sales teams already using Google Workspace.

Pricing: Bundled in Google Workspace plans (Business Starter/Standard/Plus).

Standout feature: Seamless integration with Google Calendar and Gmail.

Why sales reps like it: Works flawlessly with existing Google tools.

Formerly Hangouts Meet, Google Meet is part of the Google Workspace office productivity platform. Like the rest of the Google Suite, Google Meet works flawlessly on all devices and integrates seamlessly with the rest of the Suite, giving it a lot of functionality for sales teams who primarily use Google solutions already. Accessing a conference is as easy as inputting the dial-in number. You can use it on practically any device without installing any app beforehand.

Proposal & Document Management Software

Clumsy PDFs and wet signatures slow down closing. Modern proposal software makes it interactive and instant, helping sales teams close deals faster and improve sales performance.

PandaDoc

Best for: Sales teams needing comprehensive document workflow with payments.

Pricing: Starter $19/seat/mo, Business $49/seat/mo (annual).

Standout feature: Interactive documents with e-signatures and payment processing.

Why sales reps like it: Streamlines entire closing process from proposal to payment.

PandaDoc provides comprehensive document automation for creating, sending, and tracking proposals, quotes, and contracts. The platform includes interactive document features, e-signature capabilities, and integrated payment processing to streamline the entire closing process and help sales teams save time on follow up tasks.

Better Proposals

Best for: Small business teams needing beautiful proposals without design skills.

Pricing: From $19/user/mo (Starter plan).

Standout feature: 160+ professional customizable templates with automatic designer.

Why sales reps like it: Creates professional proposals without design experience.

With Better Proposals, sales reps can create beautiful and effective proposals even if they have no design skills. Choose from over 160 customizable templates and enter your customer information. Then, send it to potential customers so they can immediately approve, sign, and pay, all in-app. You can also use its automatic designer to speed up your creative process and make multiple proposals in minutes, helping your sales team close more deals.

Proposify

Best for: Sales teams needing branded templates with performance metrics.

Pricing: $49/month for 3 users.

Standout feature: Smart proposal designer with data integration from multiple sources.

Why sales reps like it: Provides analytics on proposal performance and customer engagement.

Proposify is a smarter proposal designer that allows sales teams to create proposals with customer data from multiple sources to speed up the process. With it, you can create branded customizable templates for your sales team to reuse, quickly customizing and sending them to potential customers. You and your clients can also sign proposals digitally to speed up the process further. It also gives you powerful reporting features to help you keep track of team performance and customers.

Signaturely

Best for: Simple e-signature needs without complex workflows.

Pricing: Free; paid from $20/mo.

Standout feature: Free e-signatures without registration required.

Why sales reps like it: Simple interface that doesn’t require training.

Signaturely is a simple and effective digital signature software that allows sales teams to create and modify documents to add legally-binding signatures. With Signaturely, you and potential customers can create e-signatures for free without registration. Once you create your document and send it, Signaturely guides your signees through expediting and getting signatures as quickly as possible to help sales reps close deals faster.

You can sign up free to start using Signaturely or select one of its paid plans for expanded capabilities.

DocuSign

Best for: Enterprise sales teams needing advanced signature workflows and compliance.

Pricing: Personal $10/mo publicly shown; business tiers vary by plan; see pricing hub.

Standout feature: Advanced signature fields with API and compliance features.

Why sales reps like it: Enterprise-grade security and compliance features.

DocuSign is an experienced and popular online signature platform that offers advanced automation features. Although the platform isn’t as intuitive as other options, it’s perfect for sales teams familiar with online signatures and willing to pay for advanced capabilities, such as advanced signature fields, API, and powerful integrations that integrate seamlessly with existing sales management software.

Conversation & Revenue Intelligence Software

What do your top sales reps do differently? These AI sales tools analyze calls and deals to give you the answer, turning conversations into coaching opportunities and providing key insights for better sales performance.

Gong

Best for: Enterprise sales teams needing comprehensive conversation analytics.

Pricing: Per-user + platform fee (custom pricing).

Standout feature: AI analysis of customer-facing interactions with deal intelligence.

Why sales reps like it: Provides actionable insights to improve their sales conversations.

Gong is a leading Revenue Intelligence platform that analyzes customer-facing interactions using conversational AI and machine learning. It provides conversation intelligence through call recording and AI analysis, deal intelligence with health visibility and risk flags, and AI-powered coaching with team performance tracking to help sales managers monitor progress and enable reps to improve.

Chorus.ai (by ZoomInfo)

Best for: Sales teams already using ZoomInfo data ecosystem.

Pricing: Bundled with ZoomInfo subscription.

Standout feature: Deep integration with ZoomInfo’s contact and company database.

Why sales reps like it: Seamless integration with existing ZoomInfo data and workflows.

Chorus.ai provides conversation intelligence with call recording, transcription, and real time insights. As part of the ZoomInfo ecosystem, it offers seamless integration with their extensive B2B database for comprehensive prospect intelligence, helping sales teams make data driven decisions about customer relationships.

Clari

Best for: Revenue operations teams needing advanced forecasting.

Pricing: Custom pricing.

Standout feature: AI-powered revenue forecasting and pipeline inspection.

Why sales reps like it: Provides clear visibility into deal health and pipeline health.

Clari is a revenue operations platform providing AI-powered forecasting, pipeline management, and deal intelligence. It offers comprehensive pipeline inspection, deal analysis, and mutual action plans for strategic revenue management, helping sales managers make data driven decisions about sales strategy.

Sales Enablement & Content Management Software

Your sales reps need the right content at the right moment. These platforms organize sales materials and use AI to recommend what works best for each deal stage, improving overall sales performance.

Seismic

Best for: Large enterprises needing comprehensive content management.

Pricing: Custom enterprise pricing.

Standout feature: AI-powered content recommendations for each deal stage.

Why sales reps like it: Automatically surfaces the most effective content for each situation.

Seismic is among the most popular and recognized leaders in sales and marketing enablement. Its platform serves as a central library for sales content, using AI to recommend the right piece of content for each stage of a deal. You can use its powerful reporting features to keep track of your sales and marketing teams. Both teams can seamlessly collaborate, converting campaigns into buying customers as quickly as possible with the help of AI and automated workflows.

Highspot

Best for: Mid-market sales teams needing content management with training.

Pricing: Custom pricing (benchmarks indicate enterprise averages available).

Standout feature: Combines content management with sales training and coaching.

Why sales reps like it: One platform for both content and skill development.

Highspot is a sales enablement platform packed with useful features for your sales and marketing teams. With Highspot, sales reps can easily individualize customer experience and conversations so they can handle more potential customers and improve their sales performance. You also get powerful content management, insightful performance metrics, training, guides, and great integrations with the sales tools you already use.

Field Sales Software

Outside sales processes have unique challenges: route planning, territory mapping, and location-based check-ins. These specialized sales tools optimize field sales productivity for sales teams working in the field.

SPOTIO

Best for: Mobile field sales teams needing comprehensive territory management.

Pricing: Custom pricing for mobile field suite.

Standout feature: Mobile field suite with routing, tracking, and powerful reporting features.

Why field sales reps like it: Built specifically for mobile field sales workflows.

SPOTIO is a mobile field suite designed for field sales teams who need routing, tracking, and reporting capabilities. The platform helps field sales reps optimize their territory mapping and manage customer relationships on the go, providing real time data and actionable insights to improve sales performance.

Badger Maps

Best for: Field sales reps needing route optimization and territory management.

Pricing: Business $58/user/mo (annual); Enterprise $95/user/mo.

Standout feature: Route optimization for up to 120 stops with CRM integration.

Why field sales reps like it: Commonly cited “drive less, sell more” value proposition.

Badger Maps is a route planning and territory management app specifically for field sales teams. It provides route optimization, customer data visualization on maps, check-ins, and automated reporting. Users report reducing driving time by 20% and increasing sales by around 22%, making it a great tool for outside sales processes.

SalesRabbit

Best for: Door-to-door and outside sales teams.

Pricing: Custom pricing for territory and lead tracking.

Standout feature: Territory and lead tracking for door-to-door sales.

Why field sales reps like it: Specialized for door-to-door and outside sales workflows.

SalesRabbit provides territory and lead tracking specifically designed for door-to-door and outside sales teams. The platform helps field sales reps manage their territories more effectively and track customer interactions for better sales performance.

Sales Analytics & Reporting Software

You can’t improve what you don’t measure. These platforms transform raw sales data into actionable insights for better forecasting and performance optimization across your entire sales pipeline.

Datapine

Best for: Companies needing comprehensive data analytics across multiple sources.

Pricing: Custom pricing (no clear list price available).

Standout feature: Specialized dashboard interface with drag-and-drop UI.

Why sales leaders like it: Provides comprehensive view of all sales data in one place.

Datapine is a powerful, multinational data analytics tool that makes it easy for sales managers to keep track of all sales data and transform it into action. The platform has an excellent specialized dashboard interface that gives you all the key insights you need in one glance. It also offers very robust filters, a drag-and-drop UI, and full tablet support to keep you in control of your performance metrics on the go. Datapine also integrates seamlessly with various sales tools, such as Google Analytics, social media, CRM software, Dropbox, Google Sheets, and many more.

Klipfolio

Best for: Sales teams needing visual dashboards with Slack integration.

Pricing: Klips starts at $120/mo; add-on prices and service rates published.

Standout feature: Consolidates multiple data sources with customizable visualization.

Why sales teams like it: Easy visualization and team sharing capabilities.

Klipfolio makes it easy to keep up with your sales data by consolidating all your sources into one platform. With Klipfolio, sales managers can easily interact with their data, personalize how they visualize performance metrics, and present it in multiple ways that make it intuitively easy to understand. Once you decide how you wish to display your sales data, Klipfolio can connect to Slack to send it to your whole team, and it can even be displayed directly on your conference room’s TV. Note: PowerMetrics free tier is transitioning to a paid trial.

Coefficient

Best for: RevOps and sales teams who build reports in Google Sheets or Excel.

Pricing: Free; Starter $49/mo; Pro $99/user/mo; Enterprise custom.

Standout feature: Live data connections to spreadsheets with automated refresh.

Why sales teams like it: Works with familiar spreadsheet tools they already use.

Coefficient.io is a powerful spreadsheet automation tool that integrates seamlessly and connects your business systems to Google Sheets and Excel. With just a few clicks, sales teams can import live customer data from their sales CRM, databases, and other sales platforms, then set it on a refresh schedule to ensure they’re always working with the most current customer information. Coefficient eliminates the need for manual data entry and stale dashboards, enabling sales managers to build comprehensive reports like sales rep scorecards without the tedious process. With pre-built customizable templates for Salesforce CRM and HubSpot, plus customizable options for other data sources, Coefficient makes data driven decisions accessible to everyone on your sales team. Get real time insights, automate your reporting workflows, and make data driven decisions faster with Coefficient’s trusted solution used by over 500,000 professionals worldwide.

Sales Gamification & Coaching Software

Motivation drives sales performance. These platforms use leaderboards, contests, and coaching to keep your sales team engaged and hitting targets while providing key insights for sales managers.

Ambition

Best for: Sales managers needing performance tracking with gamification.

Pricing: Transparent pricing available on request.

Standout feature: Real-time dashboards with automated coaching plans.

Why sales teams like it: Makes performance tracking engaging and competitive.

Ambition is a sales gamification and coaching platform that tracks team performance and boosts motivation through real time data dashboards, leaderboards, contests, and automated coaching plans with rep scorecards to help sales managers monitor progress and enable reps to improve their sales performance.

CRM Software

Without a central source of truth, your sales process is chaos. A sales CRM organizes everything and serves as the hub for your entire sales stack, enabling the whole team to manage customer relationships effectively.

HubSpot CRM

Best for: Growing businesses needing an all-in-one platform.

Pricing: Free; Starter from ~$15/seat/mo; higher tiers available.

Standout feature: AI-powered sales automation with predictive lead scoring.

Why sales reps like it: Easy to use CRM with powerful automation features.

HubSpot CRM is a popular, award-winning CRM that uses powerful automation features to help you improve sales growth and team performance. The free CRM provides basic contact management and customer data storage, while the paid Sales Hub includes AI-powered sales automation to write prospecting emails and summarize calls, predictive lead scoring to prioritize sales efforts, and seamless integration with HubSpot Marketing Hub for a complete view of the customer journey. With it, sales teams can fully supervise and control their sales pipeline, store all customer information, automatically enrich qualified leads’ data, handle task management, and much more. It also has mobile CRM support to keep track of everything on the go, making it ideal for field sales teams.

Pipedrive

Best for: Visual pipeline management for small business teams.

Pricing: Lite/Growth/Premium/Ultimate plans (regionalized list pricing).

Standout feature: Drag-and-drop visual sales pipeline that makes deal tracking intuitive.

Why sales reps like it: Visual interface requires minimal training.

Pipedrive is a simple, easy to use CRM designed for effective pipeline management. Its highly visual platform makes navigation easy and intuitive, with barely any training required for sales teams. You can set up your account in minutes and use it immediately to improve your sales process and customer data tracking. As its name implies, Pipedrive excels in its capacity to build excellent sales pipelines, customizing each stage for each niche to improve your bottom line and help sales reps close more deals. Although Pipedrive has no forever-free tier, its multiple tiers and affordable pricing make it attractive for even smaller companies and startups.

Cold Email Software

Here’s the best cold email software you can use for your marketing campaigns to reach potential customers through multiple communication channels:

Yesware

Best for: Sales reps who live in Gmail/Outlook and want an all-in-one toolkit.

Pricing: Free + paid tiers (see plan page for current pricing).

Standout feature: All-in-one toolkit that lives directly in your inbox.

Why sales reps like it: Works within familiar email interface without switching platforms.

Yesware is a full sales suite with great cold emailing capabilities for reaching potential customers. The platform focuses on being an all-in-one toolkit that lives in your inbox (Gmail/Outlook), featuring email tracking, meeting scheduler, and presentation tracking. Sales reps can also schedule meetings and demos, gather important performance metrics, and integrate seamlessly with almost every step of the sales process to help them save time and close more deals.

Sales Rep Software: Conclusion

Even your best sales rep software solutions will not work if you aren’t generating qualified leads to populate them. High performing sales teams understand that the right software can significantly improve sales performance, but success starts with quality customer data and potential customers to pursue.

The key to building an effective sales stack is choosing sales tools that integrate seamlessly with your existing sales process, enable reps to focus on what they do best, and provide actionable insights to help your sales team close more deals. Whether you need an easy to use CRM, sales tracking software, or automation features to handle repetitive tasks, the right combination of tools will help drive sales growth and improve overall team performance.

If you want to generate qualified leads that convert and provide your sales management tool with accurate customer data, try UpLead for free and convert customer personas into actual customers who will help your sales team achieve their goals.