Are you looking for a comprehensive guide on the Best Sales Workflow Management Software? You’ve come to the right place! In this blog post, we will discuss some of the best software applications and programs that are available on the market today. We’ll also provide tips on how to choose the right software for your business or marketing needs.
So, whether you’re a business owner, freelancer, or marketer, read on for information on the best sales workflow management software programs out there!
Top 8 Best Sales Workflow Management Software
- Bonsai– Best For Enhancing The Productivity Of Sales Departments
- Monday.com – Best Sales Workflow Management Software for Workflows Redefined
- ClickUp – Best Sales Workflow Management Software for Cloud-Based Operations
- Salesforce – Best Sales Workflow Management Software for All Sized Businesses
- Ambition – Best Sales Workflow Management Software for Collaboration
- Copper – Best Sales Workflow Management Software for Serious Projects
- Hubspot – Best Sales Workflow Management Software for Small Businesses
- PipeDrive – Best Sales Workflow Management Software for an Easy Experience
1. Bonsai– Best For Enhancing The Productivity Of Sales Departments
PRICING: The starting cost is $24 per month
Working in a sales department can be hectic due to the various ongoing tasks. You may be focused on important chores so much that you may not have time for other things, such as tracking your working hours. That is where Bonsai will help you.
The software has many workflow automation features that will help you perform your tasks faster and enjoy a lower workload. For example, the app can track your working hours and help you generate invoices for customers. You can also create new invoices by modifying premade templates of Bonsai.
It is also possible to schedule update messages every time a new project is completed. This will help you inform the client without wasting any time. You can also set automatic reminders for meetings. All these things will enhance your productivity and help you boost your sales.
KEY FEATURES
- Set triggers for automatic tasks, such as sending a feedback form to a client after a project is completed
- Use an automatic timer to track your business hours
- Charge clients accurately using the unbilled recorded time
- Get authentic reports about your projects and working hours to understand your efficiency
REASONS TO BUY
- It is available for all types of audiences
- You can get a free trial of seven days on all packages
- The software also has CRM tools for better management
- Tracking your project’s progress will be a breeze with Bonsai
REASONS TO AVOID
- Workflow automation options are available from the Professional plan onwards
2. Monday.com – Best Sales Workflow Management Software for Workflows Redefined
PRICING: Free up to £42 per month (per user)
Monday.com is a workflow management software that helps you manage and automate your business processes. It’s extremely user-friendly and offers a wide range of features, making it a great choice for businesses of all sizes.
One of the best things about Monday.com is that it offers a free plan for small teams of up to two people. This makes it an excellent option for businesses that are just getting started with workflow management. When you’re ready to scale up, you can do so as you please.
Monday.com also allows you to create custom workflows to suit your specific business needs. This makes it an excellent choice for businesses that require a lot of flexibility in their workflow management system.
KEY FEATURES:
- An incredibly user-friendly interface
- Offers 200+ workflow templates for all kinds of projects
- Offers access to unlimited workflow boards
REASONS TO BUY:
- Affordable pricing
- User-friendly interface
- Offers a free plan for small teams
- Provides both iOS and Android applications
REASONS TO AVOID:
- Limited customization options
- No phone or live chat support
3. ClickUp – Best Sales Workflow Management Software for Cloud-Based Operations
PRICING: Free plan with premium options from £5 per month per user
ClickUp is changing the game. It’s a cloud-based project management tool that helps you manage your workflow and get things done. Some of the tools and features include things like unlimited tasks and members (even on the Free Plan), integrated time tracking, 24/7 access to support teams, a ton of board and chart types, and more.
What’s more, ClickUp integrates with more than 1000 other apps, so you can be sure that it will fit into your current workflow. This means that you can use ClickUp to manage anything from your sales pipeline to your social media campaigns. You really do get a level of flexibility that’s hard to achieve with other platforms and solutions!
KEY FEATURES:
- Offers a free plan with unlimited tasks and members
- Integrated time tracking
- 24/seven support
- 1000+ app integrations
REASONS TO BUY:
- A user-friendly interface
- Offers a ton of features
- Integrates with a lot of other apps
- Has a very generous free plan
REASONS TO AVOID:
- Some users have reported bugs and glitches
- The mobile app could be more user-friendly
4. Salesforce – Best Sales Workflow Management Software for All Sized Businesses
PRICING: Starting from £20 per month per user
Salesforce is an industry leader. It’s a CRM software that helps businesses of all sizes manage their customer relationships. The features offered by Salesforce are too numerous to list here, but some of the highlights include things like sales automation, marketing automation, customer service management, and more.
One of the best things about Salesforce is that it’s extremely customizable. You can tailor the software to fit your specific needs. Salesforce also offers a wide range of integrations, so you can be sure that it will work with the other tools in your workflow.
KEY FEATURES:
- A wide range of features
- Extremely customizable
- Offers a wide range of integrations
REASONS TO BUY:
- A trusted and well-known CRM software
- Suitable for businesses of all sizes
- Offers a wide range of features
REASONS TO AVOID:
- A bit pricey for some small businesses
- The learning curve can be steep for some users
5. Ambition – Best Sales Workflow Management Software for Collaboration
PRICING: Request by quote and download only
Ambition is a sales management software that helps you manage and motivate your sales team. It’s designed to help you achieve your sales goals by providing you with the tools you need to track performance, set quotas, and create incentives.
Some of the key features offered by Ambition include things like real-time data visualisation, role-based access, and a wide range of integrations. Ambition is also designed to be highly collaborative, so you can easily work with team members to get things done.
KEY FEATURES:
- Real-time data visualisation
- Role-based access
- Wide range of integrations
- Designed for collaboration
REASONS TO BUY:
- Helps you manage and motivate your sales team
- Provides you with the tools you need to track performance
- Offers a wide range of integrations
REASONS TO AVOID:
- No free plan or trial is available
- Can be pricey for some small businesses
6. Copper – Best Sales Workflow Management Software for Serious Projects
PRICING: Basic plan starts at £20 per user per month
Put it this way. Copper is the Sales Workflow Management Software used by industry-leading companies like Ideo, Masterclass, MailChimp, Zipi, and so many more. Known for their world-class Google Workspace Integration, they’re a tool that’s serious about making an impact on your business.
Everything about Copper is designed to help you close more deals and get more done, from their features to their integrations. Some of the things that make Copper stand out include its visual pipeline, advanced reporting, and automatic logging.
KEY FEATURES:
- State-of-the-art Google Workspace Integration
- Visual pipeline
- Advanced reporting
- Automatic logging
REASONS TO BUY:
- Used by industry-leading companies
- Designed to help you close more deals and get more done
- Offers a wide range of features and integrations
REASONS TO AVOID:
- No free plan or trial is available
- Can be pricey for some small businesses
7. Hubspot – Best Sales Workflow Management Software for Small Businesses
PRICING: Starter plan prices start at £38 per month per 1,000 marketing contacts
You’ll have heard of Hubspot. They’re one of the most popular CRM software on the market. And for a good reason too. Hubspot is designed to help small businesses grow by providing them with the tools they need to succeed.
Some of Hubspot’s key features include sales automation, marketing automation, customer service management, and more. They also offer a wide range of integrations, so you can be sure that Hubspot will work with the other tools in your workflow.
KEY FEATURES:
- Sales automation
- Marketing automation
- Customer service management
- Offers a wide range of integrations
REASONS TO BUY:
- Designed to help small businesses grow
- Makes CRM and workflow management effortless
- Offers a wide range of features
REASONS TO AVOID:
- Can be pricey for some businesses
- The learning curve can be steep for some users
8. PipeDrive – Best Sales Workflow Management Software for an Easy Experience
PRICING: Free trial with starter plans at £15 per user per month
PipeDrive is a sales workflow management software that’s designed to be easy to use. They offer a free trial to try before you buy, and their starter plans are very reasonably priced.
Some of the things that make PipeDrive stand out include its visual pipeline, automatic logging, and advanced reporting. They also offer a wide range of integrations, so you can be sure that PipeDrive will work with the other tools in your workflow.
KEY FEATURES:
- Visual pipeline
- Automatic logging
- Advanced reporting
- Offers a wide range of integrations (over 275+)
REASONS TO BUY:
- Designed to be easy to use
- Free trial available (14 days)
- Offers a wide range of features and integrations
- Offers a very functioning mobile application
REASONS TO AVOID:
- Reporting isn’t live or in real-time
- Drag-and-drop functionality could make some processes easier