Best Sales Tracking Software for Formstack Documents

Coevera makes sales activity easy to see and easy to act on. Every email, call, meeting, task, and note is logged automatically against contacts, accounts, and deals, through two-way sync with Outlook, Microsoft 365, and Google. Pipeline views show every deal by stage in drag-and-drop Kanban, list, bubble chart, and map formats. Sales Velocity highlights bottlenecks, and Opportunity Fitness flags neglected deals. Dynamic Target shows progress to quota in real time. Real-time dashboards, pivot reports, and AI Reports built from plain-language questions let managers answer questions in seconds. Mobile apps for iOS and Android, including offline access, keep tracking current from the field. Because reps find Coevera easy to use, the data is complete and trustworthy, which is the real difference between tracking and guessing.

Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier.

HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, HubSpot's Smart CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your customers by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. The platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.

Nutshell is an all-in-one sales, marketing and engagement platform that helps B2B organizations work together to win deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. Launched in 2010, Nutshell is a top-rated CRM known for its affordability and user-friendliness, serving thousands of businesses globally. Every Nutshell subscription includes unlimited data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. Nutshell integrates with the software small businesses already use, including Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers native iPhone and Android apps, allowing sales reps to create, search, and edit contact information in the field.

Vtiger offers a single, unified product that enables Marketing, Sales, and Support teams to work together and deliver outstanding customer experiences. Vtiger organises customer data in a single place and everyone on the team gets a holistic view of the customer. Vtiger CRM helps over 300,000 businesses improve revenue, customer loyalty, and team performance by breaking barriers between marketing, sales, and support teams. Vtiger's All-in-one CRM helps teams create delightful experiences across the entire customer lifecycle by enabling: 1. Marketing teams to capture and nurture leads. 2. Sales teams to score, track and close resulting deals. 3. Support teams to access complete customer history and provide exceptional support.

Know your customers and grow your business with Insightly. A powerful and easy to use customer relationship platform for small and mid-size businesses, Insightly enables teams to accelerate sales, build relationships, and deliver projects on time. It offers native integrations to Gmail, Office 365, MailChimp, and other popular applications. Insightly also offers tools to help companies manage contacts throughout the sales lifecycle, track customer relationships, monitor their sales pipeline, and more.

Salesmate is an all-in-one marketing, sales, and client services CRM platform. It is now time to bring all of your departments together using one powerful CRM. Salesmate will enable your business to build and nurture strong lasting relationships which will increase your company sales. Salesmate gives you a 360-degree view of all of your contacts making it the one source of truth. This helps your sales team take their leads through the sales pipeline with all relevant information at their fingertips. Marketing & Sales can organize campaigns together with one focused goal. Your CS team has the ability to identify upsell opportunities to drive more revenue for your business. The best part getting started only takes a few minutes. Start your free trial today and see why Salesmate will be your #1 choice.

Sugar Sell is a one of a kind Customer Relationship Manager solutions, with functionality that includes sales-force automation, marketing campaigns, customer support, collaboration, mobile CRM, social CRM and reporting. Sugar Sell gives individual and teams back the time they need to increase project focus and interacting with customers to create more sales. Join top leading brands and try Sugar Sell today. Sugar Sell gives you what other customer management software solutions wish they could: The guarantee of an outstanding user experience. Sugar is the 4x winner for satisfaction, reliability and tech support in PCMag’s Business Choice Awards. The real power of our platform is in the story that it tells—about your customers, your company and the future of your business. It’s the customer experience solution to use when you want to empower every employee with the right information, at the right time, before they even ask.

Put your customers first and grow better with HubSpot’s AI-powered customer platform. Connect your front office teams through a complete view of the customer journey. Use AI-powered tools to deliver a seamless customer experience Easily adapt to emerging industry trends and technologies. Traditional CRMs alone aren't enough to drive growth. Most aren’t designed for customer connection, which is critical in an AI-driven world where customers can explore, evaluate, and buy with efficiency. HubSpot’s customer platform is so much more. It’s powered by Smart CRM that combines customer data with AI to help you adapt, products for engaging customers across the entire journey, and an ecosystem of integrations, education, and community. It’s built for businesses to connect with customers, and grow better.

Don't waste time entering tons of data and creating contacts, instead focus on converting leads into deals. Store all relevant information pertaining to the lead at one place. Easy to comprehend pre-defined reports which will help you streamline your workflow and eliminate blockages. Increase revenues by getting organized. Keep track of what needs to be done next and get insights from past information. We talked to hundreds of businesses and found out what features they need so that you could have an uncomplicated CRM. Create multiple sales pipelines so that you can track different aspects of your sales process. Filter leads in a sales pipeline by users, products, sources, zones, contacts or any combination of the above. A number of actions such as adding and renaming leads, assigning a user to a lead or moving the lead to another stage in the sales pipeline can be accomplished from the sales pipeline view itself.