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10 Sales Pipeline Management and Tracking Tools for 2024
Leverage these sales pipeline tools to gain clear visibility, pinpoint high-value lead sources, and keep your team aligned.
Generating leads and securing deals can feel like an uphill battle.
Many businesses struggle with pipeline management and tracking, facing issues like limited visibility into pipeline health, difficulty identifying top lead sources for optimisation, and ensuring team alignment.
Fortunately, the right tools can alleviate these challenges.
This blog post will delve into the world of pipeline management and tracking tools. We’ll explore how these solutions can revolutionise your sales process, improve efficiency, and ultimately drive revenue growth.
Here’s what we’ll cover:
💡 Pro Tip
Ruler stands out as a powerful option for pipeline management. It sheds light on the marketing efforts that turn website visitors into pipeline and revenue. Ruler integrates seamlessly with your CRM and sales tools, enriching them with valuable attribution and lead source data.
This lets you see exactly which marketing initiatives are driving the most valuable leads and revenue. By tracking the entire customer journey, Ruler empowers you to make data-driven decisions and optimise your marketing ROI.
Skip to learn more about Ruler or book a demo to see how it can help bring more value to your pipeline.
Sales pipelines are the lifeblood of any sales organisation. But keeping them organised and visible can feel like wrangling a stampede.
That’s where pipeline management and tracking tools come in.
These software solutions are designed to give you a clear picture of your sales funnel, empowering you to manage your team and deals more effectively.
The good news is there’s a pipeline tool out there for everyone.
From robust, all-encompassing platforms to more focused solutions, these tools offer a range of features to supercharge your sales process.
Three key areas where pipeline tools excel (which we’ll be focusing on) are:
With lead tracking, you can follow your prospects at every stage, make informed decisions, and proactively adjust your strategy. Powerful reporting keeps you in the loop on sales performance, while automation streamlines workflows and pulls your data together from various tools.
Here are some of the key reasons why you need pipeline management and tracking tools:
Picking the perfect tool can be tricky. Here are some of our top picks to make things easier.
Ruler goes beyond simply managing your sales pipeline; it shines a light on the marketing efforts that nurture leads and influence conversions.
Unlike traditional pipeline tools, Ruler uses marketing attribution to track a lead’s journey from their very first touchpoint with your brand – whether it’s a social media post, a targeted ad, or an organic search result.
It allows your sales team to see the complete customer journey, understanding which marketing channels and campaigns are generating the most qualified leads.
Ruler then takes it a step further. By connecting closed revenue back to those marketing efforts, it calculates your return on investment and return on ad spend with pinpoint accuracy.
This empowers teams to optimise marketing spend, allocate resources effectively, and give credit where credit is due – to the marketing campaigns that are silently influencing your sales pipeline success.
Ruler’s secret weapon? Impression attribution. It recognises the unseen influence of ad impressions, attributing conversions and revenue to users who saw your ad but didn’t click.
This shifts credit away from bottom-of-the-funnel actions and acknowledges the valuable role top-of-funnel awareness campaigns play in the complex B2B sales cycle. By attributing value to these initial impressions, Ruler ensures your marketing efforts get the recognition they deserve.
Pricing for Ruler Analytics:
Ruler Analytics offers tiered pricing based on monthly traffic volumes. Here is a summary of the pricing structure:
💡 Pro Tip: Want more information on Ruler and the services we offer? Book a demo to see Ruler in action and learn how it can help evidence your marketing’s impact on revenue. Book a demo of Ruler.
ActiveCampaign isn’t just a pipeline management tool; it’s a full-suite solution designed to streamline your entire sales process and nurture long-lasting customer relationships.
For small and medium-sized businesses looking for an all-in-one platform, ActiveCampaign offers a compelling combination of features.
At its core, ActiveCampaign excels at pipeline management. It allows you to visually track every stage of the sales process, from initial contact to closed deal. This centralised view gives your sales team a clear understanding of where each lead stands and empowers them to focus their efforts on the most promising opportunities.
But ActiveCampaign goes beyond simple pipeline visualisation.
It integrates seamlessly with your marketing efforts, allowing you to nurture leads with targeted email campaigns and automated workflows.
You can segment your contact list based on specific criteria, ensuring each message resonates with the recipient. This personalised approach fosters stronger relationships with potential customers, increasing their likelihood of converting into loyal patrons.
ActiveCampaign doesn’t forget about customer retention either.
Its built-in CRM features let you manage customer interactions, track purchase history, and gain valuable insights into their behaviour, allowing you to provide exceptional post-sale support and tailor future marketing campaigns to their evolving needs.
Pricing for ActiveCampaign:
ActiveCampaign offers four pricing plans: Starter, Plus, Pro, and Enterprise. Each plan offers a different set of features, and the price increases as the number of features offered increases. Unfortunately, the exact pricing is not listed on the website. However, it does say that you can customise your plan.
Designed by salespeople, for salespeople, Close understands the intricacies of the sales process and equips your team with the tools they need to excel.
Close goes beyond simply tracking leads through your pipeline. It’s an all-in-one CRM that unifies outreach, engagement, and automation into a single, intuitive platform. This streamlined approach eliminates the need to juggle multiple tools, saving valuable time and boosting productivity.
But what truly sets Close apart is its focus on powerful communication features. Close boasts industry-leading email, call, and SMS functionalities designed to accelerate leads through your sales cycle.
No matter your preferred communication style, Close empowers you to connect with leads on their terms, fostering stronger relationships and increasing conversion rates.
And let’s not forget ease of use. Close understands that salespeople are busy, and there’s no time for a steep learning curve.
The platform boasts a user-friendly interface and workflows designed for immediate usability, meaning your sales team can be up and running in no time.
Pricing for Close:
Close offers four pricing plans: Startup, Professional, Enterprise, and Business starting from $49. All Close plans include built-in calling, email, and SMS functionality. Call and SMS usage are charged separately.
If you’re looking for a pipeline management tool that does it all, then EngageBay is a strong contender. Engagebay is a comprehensive CRM that empowers your entire customer-facing team with a unified platform for sales, marketing, and customer service.
It boasts a wealth of features designed to streamline your sales pipeline and optimise the lead conversion process.
Engagebay offers a robust contact management system, allowing you to centralise all your customer data for easy access and insightful reporting. Powerful automation tools come into play here, enabling you to automate repetitive tasks and accelerate workflows, freeing up your sales team to focus on high-value activities.
Additionally, it integrates seamlessly with your marketing efforts, allowing you to nurture leads with targeted email campaigns and landing pages. This centralised approach fosters better communication and collaboration between your sales and marketing teams, ensuring a smooth and efficient customer journey from initial contact to closed deal.
Pricing for Engagebay:
EngageBay offers a free plan, perfect for small businesses or those starting out. This free tier provides access to core features like contact management, email marketing, and lead capture forms, allowing you to experience the power of EngageBay before committing to a paid plan. Pricing plans start at $14.99 per user/month.
HubSpot isn’t just a single tool, it’s a full-fledged sales software suite designed to supercharge your sales operations.
Imagine having everything you need to manage your pipeline, nurture leads, and close deals, all under one roof. That’s the magic of HubSpot.
HubSpot streamlines your workflow by centralising lead organisation, prioritisation, and pipeline management. You can craft targeted email templates, automate personalised email sequences, and track engagement – all within the same platform.
This eliminates the need to switch between multiple tools, saving you valuable time and boosting efficiency.
But it doesn’t stop there. HubSpot empowers data-driven decision making with its clever attribution features. Every customer interaction, and any revenue generated from it, is meticulously tracked and linked to the specific contact. This not only clarifies the sales journey, but also ensures everyone on the team gets credit for their hard work. So, you can identify what’s working, refine your strategies, and ultimately drive sales success.
Pricing for HubSpot:
HubSpot Attribution is part of the HubSpot Enterprise plan, which starts at $2,400 per month.
Outreach.io is a comprehensive sales execution platform designed to supercharge your sales engine. It goes beyond basic pipeline management, offering a robust suite of tools for every stage of the sales cycle.
From pinpointing high-value prospects to managing deals and coaching reps, Outreach.io provides everything you need to optimise sales engagement.
Their focus on effective communication is a major advantage. Outreach.io equips your team with tools to connect with leads in a personalised and impactful way, nurturing them into qualified prospects and ultimately boosting your conversion rate.
Additionally, their built-in deal management system offers invaluable insights into your pipeline health. Sales teams can leverage this data to close more deals while sales leaders can identify and address any at-risk opportunities before they slip through the cracks.
Pricing for Outreach.io:
Outreach doesn’t publish their pricing information directly on their website. They use a “request a demo” where you connect with their sales team to discuss your needs and receive a custom quote. This suggests their pricing may be tailored based on features needed, team size, and potentially contract length. Reviews and resources online suggest a starting price point around $100 per user per month.
Salesforce Sales Cloud needs little introduction.
As the world’s leading CRM for sales, it empowers businesses to unlock maximum productivity through its user-friendly interface and feature-rich platform.
Sales Cloud centralises all your lead and opportunity management in one place. This means effortless lead tracking, streamlined follow-up tasks, and clear visibility as opportunities progress through your sales pipeline.
Salesforce goes beyond basic pipeline management by offering powerful sales forecasting capabilities.
By analysing historical data alongside factors like quotas and current opportunities, Sales Cloud helps you predict future sales revenue with greater accuracy.
This empowers sales managers to make data-driven decisions about resource allocation and strategic direction, ensuring your team is always focused on the most profitable opportunities.
Pricing for Salesforce:
Salesforce uses a tiered pricing structure with four main editions: Essentials, Professional, Enterprise, and Unlimited. Each edition offers a different set of features and scales in price.
If your sales team hits the pavement to close deals, Spotio is a game-changer. This sales engagement and mapping software is purpose-built for door-to-door sales teams.
Spotio empowers reps to sell more effectively while out in the field, while sales leaders can keep track of their teams and manage territories with total efficiency.
The platform automates time-consuming tasks and optimises prospecting by eliminating dead-end leads and highlighting areas with the highest sales potential. This laser focus allows reps to target prospects more likely to convert, maximising their sales time.
Spotio goes a step further by providing sales leaders with a real-time, bird’s-eye view of their team and sales territories.
Imagine a colour-coded map displaying accounts and deals, instantly revealing where sales are thriving and where adjustments might be needed. This level of transparency empowers sales leaders to make informed decisions and optimise their teams’ performance for ultimate sales success.
Pricing for Spotio:
Spotio offers a free plan with limited features. They also have paid plans with varying pricing based on features and team size. Unfortunately, exact pricing information is not available on their website.
Sales pipelines thrive on streamlined workflows and efficient data flow. Zapier, a cloud-based automation platform, is your secret weapon for achieving just that. Imagine eliminating repetitive tasks like manually transferring data between applications – that’s exactly what Zapier does.
With Zapier, you can say goodbye to hours spent copying leads from website forms into your CRM.
You can create a “Zap” (an automated workflow) that does this for you instantly. The beauty lies in its extensive library of pre-built Zaps – no coding required.
Whether it’s simple tasks or complex workflows, Zapier offers thousands of options to connect your favourite sales tools like CRMs, email marketing platforms, and project management software.
But what if your dream connection isn’t readily available? Zapier empowers you to create custom integrations, ensuring seamless data flow across all your essential applications. This eliminates data silos and fosters a cohesive sales ecosystem, keeping your pipeline information accurate and up-to-date.
Pricing for Zapier:
Zapier offers a free plan with limited “Zaps” (connections between apps) per month. They also have paid plans that increase the number of Zaps allowed and offer additional features.
Zixflow takes a comprehensive approach to pipeline management. This business management platform positions itself as an all-in-one solution, aiming to replace the need for multiple, fragmented tools.
Zixflow empowers you to build and manage customer databases, complete with contact tracking, targeted list creation, and insightful data visualisation tools.
It integrates marketing muscle into your sales pipeline by offering functionalities like email marketing campaigns, SMS blasts, and even WhatsApp communication – all seamlessly integrated within the platform.
High customizability is another major strength of Zixflow. You have the power to tailor workflows, manage data fields exactly how you need them, and integrate it with over 5,000 other applications.
This level of flexibility ensures Zixflow adapts to your specific business needs, creating a powerful hub for managing your sales pipeline and nurturing customer relationships.
Pricing for Zixflow:
Zixflow offers a free trial but doesn’t publish pricing information on their website. Similar to Outreach, they may use a “request a demo” approach for custom quotes based on specific needs.
There you have it, our list of sales pipeline tools.
We’ve explored a range of sales pipeline tools, each offering valuable features for managing your sales funnel. However, Ruler stands out as a comprehensive solution that goes beyond pipeline management.
Ruler empowers you to understand the complete customer journey, identify the marketing channels driving qualified leads, and measure the true ROI of your campaigns. With its unique impression attribution, Ruler acknowledges the unseen influence of marketing efforts, ensuring all touchpoints receive proper credit.
If you’re looking for a sales pipeline tool that fosters marketing-sales alignment and unlocks the power of data-driven decisions, then Ruler is a powerful option to consider.
Book a demo and see how Ruler can illuminate the path to sales pipeline success.
