9 Best Sales Pipeline Management Tools for 2024

Raz Popescu
Raz Popescu
LAST UPDATED
September 5, 2024
TL;DR

If you're looking for the best sales pipeline management tools to streamline your sales process and close more deals, you've come to the right place. We've curated a comprehensive list of the top 9 tools, carefully evaluating each one based on key features, pros, cons, and real user reviews.

In this guide, you'll find a detailed breakdown of each tool, including popular use cases, pricing information, and honest assessments from sales professionals who have used them in the trenches. Whether you're a small startup or an enterprise sales team, there's a tool on this list that can help you automate your sales process with AI and crush your quota.

From AI-powered automation to robust CRM integrations, these tools offer a range of capabilities to suit different needs and budgets. We've done the research so you can make an informed decision and choose the best fit for your team.

So, let's dive in and explore the 9 best sales pipeline management tools available today. With this comprehensive resource at your fingertips, you'll be well-equipped to take your sales game to the next level.

1. Bardeen

Bardeen is a top choice for sales pipeline management thanks to its AI-powered automation capabilities that save time and improve efficiency. With Bardeen, you can automate repetitive tasks, speed up workflows, and get through time-consuming activities faster. So why not download the Bardeen Chrome extension for free and see how it can help manage your sales pipeline?

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Key Features

Bardeen offers several key features that make it ideal for sales pipeline management:

Popular Use Cases

Pros

Cons

  • Steeper learning curve compared to simpler sales pipeline tools
  • Higher pricing for premium features and credits
  • Requires some technical know-how for advanced automations

Reviews

On G2, Bardeen has an impressive 4.9 out of 5 stars rating, with users praising its time-saving benefits and powerful automation features. One reviewer noted, "Bardeen solves the problem of manually doing repetitive tasks, which saves me a lot of time. Prices are also affordable."

Capterra users give Bardeen an overall rating of 4.5 out of 5, highlighting its ease of use, customer service, and value for money. A satisfied user shared, "Bardeen is one of the best no-code automation platforms and won the runner-up award from Product Hunt in the SaaS category."

While not as widely discussed on Reddit, Bardeen has generally positive sentiment among users who have tried it for sales pipeline management and web scraping. They appreciate its user-friendliness and extensive integration options.

Pricing

  • Free plan: Unlimited non-premium usage, 2 weeks of free access to the Pro tier
  • Professional plan: $10/month for 500 credits, generative AI actions, CRM integrations, advanced scraping, premium integrations and actions
  • Business plan: $15/month for teams with less than 100 people, 500 credits, flexible user administration, admin analytics dashboard, team-wide automations, onboarding & training
  • Enterprise plan: Custom pricing for larger teams with more specific needs

If you're looking for a comprehensive sales pipeline management tool that leverages AI and automation, give Bardeen a try. Sign up for free and start a 14-day free trial of premium features to see how it can transform your sales process.

2. Pipedrive

Pipedrive is a powerful CRM and sales pipeline management tool that helps sales teams stay organized, track deals, and close more sales. Its AI-powered features, like lead scoring and sales forecasting, make it a top choice for businesses looking to optimize their sales processes and boost revenue.

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Key Features

Some of Pipedrive's standout features for sales pipeline management include:

  • Visual sales pipeline for tracking deals
  • AI-powered lead scoring to prioritize high-value prospects
  • Customizable dashboards for real-time insights
  • Automated workflows to streamline sales processes

Popular Use Cases

  • Managing complex B2B sales cycles with multiple stakeholders
  • Forecasting revenue based on deal probability and value
  • Automating repetitive tasks like data entry and follow-ups

Pros

  • Intuitive interface that's easy to learn and use
  • Robust mobile apps for selling on the go
  • Extensive marketplace of third-party integrations

Cons

  • Limited customization options compared to some alternatives
  • Reporting can be complex for non-technical users
  • Per-user pricing can add up for larger teams

Pricing

  • Essential plan starts at $12.50 per user/month billed annually (~$15 billed monthly)
  • Advanced plan starts at $24.90 per user/month billed annually (~$29 billed monthly)
  • Professional plan starts at $49.90 per user/month billed annually (~$59 billed monthly)
  • 14-day free trial available

Reviews

On G2, Pipedrive has an average rating of 4.3 out of 5 stars from nearly 1,900 reviews. Users praise its ease of use, visual pipeline, and robust mobile apps.

Capterra reviewers give Pipedrive an overall rating of 4.5, highlighting the efficiency gains and time savings from using the platform. Some noted the initial learning curve and wish for more customization options.

I've had the pleasure of using Pipedrive for the past six months to help with my LinkedIn networking and lead generation efforts, and I've got to say, it's been a game-changer. One of the best things about Pipedrive is its user-friendliness. Even if you're not particularly tech-savvy, you can get the hang of it quite quickly.

3. HubSpot Marketing Hub

HubSpot Marketing Hub is a comprehensive marketing automation software that helps businesses attract, engage, and delight customers. It offers a wide range of features, including lead generation, email marketing, social media management, and analytics, making it an all-in-one solution for marketers.

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Key Features

HubSpot Marketing Hub offers a robust set of features designed to streamline your marketing efforts:

  • Lead generation tools, including forms, landing pages, and CTAs
  • Email marketing with personalization and A/B testing capabilities
  • Social media management and monitoring
  • Powerful analytics and reporting to measure your marketing ROI

Popular Use Cases

  • Generating and nurturing leads through targeted campaigns
  • Creating and managing content across multiple channels
  • Measuring and optimizing marketing performance

Pros

  • All-in-one platform that integrates with HubSpot CRM and other tools
  • User-friendly interface and intuitive workflow
  • Extensive resources and support, including HubSpot Academy

Cons

  • Higher pricing compared to some other marketing automation tools
  • Initial setup and onboarding can be time-consuming
  • Some advanced features may require additional training

Pricing

  • Starter: Starts at $45/month (about £35/month)
  • Professional: Starts at $800/month (about £625/month)
  • Enterprise: Custom pricing
  • Free tools available with limited features

Reviews

G2 users give HubSpot Marketing Hub an average rating of 4.4 out of 5 stars, praising its user-friendly interface, seamless integration, and powerful automation capabilities. Many users highlight the platform's ability to streamline marketing efforts and drive tangible results.

On Capterra, reviewers appreciate HubSpot Marketing Hub's comprehensive feature set, with an overall rating of 4.5 out of 5. They note the platform's ease of use, excellent customer support, and the value it provides for businesses of all sizes.

Across various review platforms, users consistently praise HubSpot Marketing Hub for its all-in-one approach, saving time and resources by consolidating multiple marketing functions into a single platform. While some users mention the learning curve and higher pricing, the majority find the tool to be a worthwhile investment for growing their business.

4. Freshworks

Freshworks is an AI-powered customer service, IT, and CRM software suite that helps businesses deliver intuitive and engaging experiences. With Freshworks, sales teams can use AI to close deals faster, automate tasks, and gain valuable insights.

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Key Features

Freshworks' AI-powered sales CRM, Freshsales, offers features to streamline sales processes:

  • Freddy AI provides deal recommendations to avoid bottlenecks
  • Automates tasks like sending emails, setting reminders, and customer onboarding
  • AI insights for superior lead tracking and management

Popular Use Cases

  • Running smart sales campaigns with AI-powered insights
  • Planning and visualizing sales pipelines using Kanban views
  • Automating repetitive tasks to focus on selling

Pros

  • Intuitive interface with a minimal learning curve
  • Extensive AI capabilities for sales automation
  • Customizable to fit unique sales processes

Cons

  • Some users report slow customer service response times
  • Limitations with certain integrations and data exports
  • Documentation can be inaccurate or outdated

Pricing

  • Growth: $15/user/month billed annually (about $18/user/month billed monthly)
  • Pro: $39/user/month billed annually ($47/user/month billed monthly)
  • Enterprise: $69/user/month billed annually ($83/user/month billed monthly)
  • All plans are available with additional pay-per-minute pricing for phone calls

Reviews

On G2, Freshworks has an average rating of 4.5 out of 5 stars from 7,326 reviews. Users praise its automation capabilities, ease of use, and feature-rich plans.

Capterra reviewers give Freshworks an overall rating of 4.0, highlighting the value of its free plan and intuitive interface for managing customer support. Some users note limitations with feature access on lower-tier plans.

On Reddit, users appreciate Freshworks' ability to streamline customer support but some express frustrations with inconsistent support and technical glitches. Freshworks is often compared favorably to alternatives like Zoho and Zendesk for its cost-effectiveness.

5. Keap

Keap is an all-in-one CRM and sales and marketing automation platform designed to help small businesses grow. With robust features for managing contacts, automating follow-up, and streamlining sales processes, Keap is a top choice for businesses looking to scale their operations efficiently.

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Key Features

Keap offers a range of tools to automate sales and marketing tasks:

  • Centralized contact management and customizable tags for segmentation
  • Automated follow-up sequences triggered by customer actions
  • Visual sales pipeline with drag-and-drop functionality
  • Invoicing, payment processing, and subscription management

Popular Use Cases

  • Automating personalized email and text follow-up with leads and clients
  • Managing deals and forecasting revenue with visual sales pipelines
  • Capturing and organizing leads from web forms, landing pages, and social media

Pros

  • Comprehensive set of tools for sales and marketing automation
  • Powerful customization options for contact records and campaigns
  • Extensive library of integrations with third-party apps

Cons

  • Steeper learning curve compared to simpler CRM tools
  • Higher pricing than some competitors, especially for larger contact databases
  • Some users report slower performance when automating complex sequences

Pricing

  • Starts at $249/month for 2 users and 1,500 contacts (billed annually)
  • Tiers increase to $329/month for 3 users and 2,500 contacts
  • Custom pricing available for larger teams and contact databases
  • 14-day free trial with no credit card required

Reviews

On G2, Keap has an average rating of 4.2 out of 5 stars from over 1,500 reviews. Many users praise its automation capabilities and customization options, though some note a learning curve.

Capterra reviewers give Keap an overall rating of 4.0, highlighting its all-in-one functionality and time-saving automation. Some mention challenges with complexity and pricing.

In reviews on Reddit, users appreciate Keap's ability to streamline sales and marketing processes. However, they caution that setup can be involved, and the tool may be overkill for very small businesses. Overall, Keap is seen as a powerful option for businesses serious about growth.

6. Salesforce

Salesforce is a leading CRM platform that offers a comprehensive suite of AI-powered sales tools. Its Sales Cloud solution provides predictive analytics, opportunity insights, and next best action recommendations to help sales teams optimize their strategies and maximize revenue. Salesforce's AI-driven features, such as Einstein Lead Scoring and Einstein Opportunity Insights, enable sales reps to prioritize high-potential leads and deals, increasing efficiency and closing rates.

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Key Features

Salesforce's AI capabilities are closely aligned with the needs of sales teams, focusing on lead scoring, opportunity management, and activity capture. These features directly address the core challenges sales professionals face in prioritizing leads, closing deals, and tracking interactions.

  • Lead, account, contact, and opportunity management
  • Forecast management
  • Predictive AI for lead and opportunity scoring
  • Einstein activity capture

Popular Use Cases

  • Identifying and prioritizing high-potential leads and opportunities
  • Optimizing sales strategies based on AI-driven insights
  • Automating sales forecasting and pipeline management

Pros

  • Robust predictive analytics for lead scoring and opportunity insights
  • Seamless integration with other Salesforce products for end-to-end sales management
  • Extensive customization options to tailor the platform to specific business needs

Cons

  • Higher cost compared to some other AI sales tools, especially for smaller businesses
  • Complexity of the platform may require significant training and onboarding time
  • Web services API costs an additional $25 per user, per month for the professional plan

Reviews

On G2, users praise Salesforce's versatility and customization options, with one reviewer stating, "I regret not discovering its capabilities sooner, as we would have transitioned to it for onboarding much earlier." However, some users note that the platform can be sluggish and cumbersome at times, requiring training from a Salesforce expert to fully implement.

A Capterra reviewer highlights Salesforce's comprehensive feature set, saying, "Salesforce Sales Cloud is a powerful and versatile tool for sales tracking and management. Its comprehensive feature set, coupled with advanced analytics and AI, makes it an invaluable asset for sales teams aiming to increase efficiency and drive growth."

On Reddit, users discuss the value of Salesforce, with many agreeing that its benefits depend on proper implementation and integration. One user notes, "Salesforce's value depends on proper implementation and integration. It's highly beneficial for managing sales activities, follow-ups, and data continuity but can be costly and complex."

Pricing

  • Starter Suite: $25 per user, per month, billed annually
  • Professional: $80 per user, per month, billed annually
  • Enterprise: $165 per user, per month, billed annually
  • Unlimited: $330 per user, per month, billed annually
  • Einstein 1 Sales: $500 per user, per month, billed annually

7. Cold Email Generator

The Cold Email Generator from Close is a simple yet effective tool that helps sales teams create personalized cold emails quickly. By providing a company description and desired email outcome, the AI-powered tool generates a solid email draft that can be further customized based on your unique insights and customer research.

Key Features

  • AI-powered templates that you can adjust to your needs
  • Personalization based on your company description
  • Choice of desired email outcome

These features are particularly useful for sales teams looking to create effective cold emails efficiently, without sacrificing personalization or relevance.

Popular Use Cases

  • Generating personalized cold email outreach at scale
  • Speeding up the email creation process for busy sales teams
  • Ensuring consistency in messaging across multiple reps

Pros

  • Saves significant time in drafting cold emails
  • Provides a solid starting point for further customization
  • Completely free to use with no limits

Cons

  • Requires some manual editing to fully personalize emails
  • Limited to cold email generation only

Pricing

  • The Cold Email Generator is completely free to use
  • No trial period or credit card required

Reviews

As the Cold Email Generator is a free tool, there are limited public reviews available. However, users who have tried the tool praise its simplicity and effectiveness in helping them create better cold emails faster.

On social media and forums like Reddit, sales professionals recommend the Cold Email Generator as a helpful addition to any outbound sales toolkit, especially for small teams or solo reps who need to maximize their time.

8. Lusha

Lusha is a powerful sales intelligence platform that provides B2B contact and company data to help businesses reach the right decision-makers. With its accurate data, advanced filters, and seamless integrations, Lusha enables sales teams to build targeted prospect lists and close more deals.

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Key Features

Lusha offers a range of features to help sales teams prospect more effectively:

  • Advanced search filters to build targeted prospect lists
  • Accurate contact data, including direct dials and verified emails
  • Seamless integrations with CRMs and other sales tools
  • Intent data to identify companies actively looking for solutions

Popular Use Cases

  • Building targeted prospect lists based on specific criteria
  • Enriching CRM data with accurate contact information
  • Identifying companies with high buying intent

Pros

  • High data accuracy and freshness
  • Easy to use browser extension for prospecting on the go
  • Robust integrations with popular sales tools

Cons

  • Some users report issues with customer support responsiveness
  • Pricing can be steep for smaller teams or individual users
  • Occasional inaccuracies in contact data

Reviews

On G2, Lusha has an average rating of 4.3 out of 5 stars from over 1,400 reviews. Many users praise its data accuracy, ease of use, and time-saving benefits for prospecting.

Capterra reviewers give Lusha an overall rating of 4.5, highlighting its seamless integration with sales tools and ability to find decision-maker contacts quickly. However, some note that pricing can be high and data accuracy could be improved.

Lusha has mixed sentiment on Reddit, with some users expressing concerns about the company's data collection practices and compliance with privacy regulations like GDPR. Others find the tool valuable for recruiting and sales purposes when used responsibly.

Pricing

  • Pro plan starts at $49/user/month ($36/user/month if billed annually)
  • Premium plan starts at $79/user/month ($59/user/month if billed annually)
  • Free plan available with limited credits
  • Enterprise pricing available upon request

9. EngageBay

EngageBay is an all-in-one marketing, sales, and support CRM that enables companies to attract web visitors, capture leads, nurture them into customers, and provide excellent customer support. It offers a wide range of features including contact management, deal pipeline tracking, marketing automation, and helpdesk ticketing, making it a comprehensive solution for growing businesses.

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Key Features

EngageBay offers a robust set of tools for managing customer relationships:

  • 360-degree contact management for a complete view of every interaction
  • Visual deal pipeline for tracking sales opportunities
  • Marketing automation for personalized email campaigns and lead nurturing
  • Helpdesk for managing and quickly resolving customer support tickets

Popular Use Cases

  • Aligning marketing, sales, and support teams with a unified customer view
  • Automating lead generation and follow-up to convert more prospects into customers
  • Providing multi-channel customer support for improved satisfaction and loyalty

Pros

  • Affordable all-in-one solution with transparent pricing
  • Extensive feature set for marketing, sales, and support
  • Easy to set up and use without extensive training

Cons

  • Fewer native integrations compared to some alternatives
  • Reporting is basic for some use cases
  • Bulk editing options are limited

Reviews

On Capterra, EngageBay has an overall rating of 4.0 out of 5. Users praise its value for money, ease of use, and responsive customer support. Some noted minor UX issues.

G2 reviewers give EngageBay 4.6 out of 5 stars. Many call out the breadth of features and ease of use as top benefits, while some mention confusion around advanced features.

On Reddit, users recommend EngageBay as a more affordable alternative to HubSpot with a robust feature set. They appreciate the all-in-one platform for early stage startups.

Pricing

  • Free plan: $0/month for basic features and 250 contacts
  • Basic plan: $14.99/user/month for 500 contacts and standard features
  • Growth plan: $49.99/user/month for 5,000 contacts and advanced features
  • Pro plan: $79.99/user/month for 10,000 contacts and premium features
  • 20% discount available for annual billing

Conclusions

Choosing the right sales pipeline management tool depends on your specific needs, budget, and team size. Consider factors like ease of use, automation capabilities, customization options, and integrations when evaluating different solutions.

Based on our analysis, the three most popular sales pipeline management tools are:

  1. Bardeen - A versatile AI-powered automation platform that saves time and boosts efficiency. Download the Bardeen Chrome extension for free and start a 14-day free trial of premium features to see how it can transform your sales process.
  2. Pipedrive - A powerful CRM with an intuitive interface, AI-driven insights, and robust mobile apps for managing deals on the go.
  3. HubSpot Marketing Hub - An all-in-one marketing automation platform that streamlines lead generation, email campaigns, social media, and analytics.

To get started, we recommend signing up for a free account with one of these top-rated tools. Bardeen, in particular, offers a generous free plan and a 14-day free trial of premium features. Install the Bardeen Chrome extension today and experience the power of AI-driven sales automation firsthand.

No matter which tool you choose, investing in a sales pipeline management solution can help you close more deals, boost productivity, and drive revenue growth. So don't wait - take action now and start optimizing your sales process with one of these top-rated tools.

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