Closing a new customer takes time.

It’s like coming in out of the snow: you need to gradually warm someone up before asking them to take off their jacket.

But keeping track of how “warm” someone is (where someone is the sales cycle) isn’t something you can do effectively with just a spreadsheet.

This is where a sales CRM proves especially invaluable.

A sales CRM can have a positive impact on revenue when implemented properly. But there’s no shortage of solutions on the market.

How do you choose a sales CRM for your business?

In this article, we’ll look at why CRM software is important for sales and provide an overview of the top sales CRMs on the market. We’ll also give you an actionable sales template that you can use to streamline your pipeline.

What is a sales CRM, and why do you need one?

A sales CRM tool (Customer Relationship Management) is software that organizes data about your customers. It helps your sales team follow a prospect from initial contact to final sale (and all the complicated steps in between).

More companies are investing in CRM than ever, because it works.

Statistics on global CRM software

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A properly-integrated CRM solution can deliver an ROI of $2.50 to $5.60 for each dollar spent.


Because, instead of having everything in spreadsheets, customer data is all in one place. Your team can see where new leads are in your marketing funnel and what interactions they’ve had with your company.

If a prospect is interacting with your business for the first time, they’re still in the early stages of the sales cycle. Nurturing that relationship is key to turning that lead into a sale.

But your job doesn’t end once you close a deal (if only it were that easy…).

Customer retention is another reason why a sales CRM is important. A report from Microsoft found that 61% of consumers have switched brands because of poor customer service, and an estimated 31% of customers said that a knowledgeable customer service representative was one of the most important aspects of a good customer experience.

A good sales CRM not only helps your sales team close more deals, but also helps your customer service team deliver better experiences, boosting positive customer relations and increasing lifetime customer value.

Our recommended sales CRMs to utilize in 2021

A sales CRM can improve your sales process, help your team close more deals, and improve customer satisfaction. But the right one for your business (you unique snowflake) you need the right sales software.

So naturally, the one we use and can recommend is! Work OS offers a sales CRM that lets you capture customer data and manage your sales pipeline in one place. You can see what your sales teams are working on and view their status at a glance. sales CRM features:

  • Capture leads from your website and import them directly into your CRM
  • Record and view all previous interactions you had with a contact
  • Manage your leads and streamline your sales pipeline with Kanban views
  • Add sales automations to your boards — no coding experience necessary
  • Integrate with popular apps like Outlook and Zendesk makes it easy to visualize your pipeline. You can see how Aaste Palczewski from Lostcabincapital uses these views to track the status of active leads and determine next actions.

Lostcabincapital sample sales pipeline

Click here to read Palczewski’s story and access the template she uses to track leads. sales CRM pricing:

The Basic plan starts at $10 per user a month and goes up to $20 per user a month for the Pro plan with even more features. Save 18% on your plan by switching to yearly payments. Learn all about our pricing plans. has a 14-day free trial and you can create an unlimited number of boards. No credit card required.

Whether you need to manage leads, sales pipelines, or onboard customers, is totally customizable so your team can get started instantly—no training necessary.

How to choose the right sales CRM for your business

The sales CRMs showcased on this list each offer a different set of features.

But which solution is right for your business?

From our perspective (that of a SaaS business), the most important feature of a sales CRM is being able to organize contact information and capture each customer interaction.

We want every member of our team (from marketing and sales to customer service) to be able to reference every touchpoint and conversation we’ve ever had with a prospect.

For instance, here’s an example of how interactions are captured for each contact in’s sales CRM platform's sales CRM platform

We’re also looking for a way to visualize our sales pipeline. We want to see where things stand with each lead and determine what we need to focus on next.

Here’s an example of how sales pipelines look in

sales pipeline from

Start optimizing your work with the right sales CRM

Overall, the key to choosing the right sales CRM system for your business is to find one that fits into your current sales process. integrates with the other leading CRM’s on this list. So whether you’re using our software as a standalone tool or to integrate your sales projects with your current CRM, our templates can streamline the process.

Get started with’s sales pipeline template to manage your leads from one place.

The template is fully customizable, so you or any sales person on your team can add additional items and make adjustments.

Get our sales pipeline template now!