What to look for in a sales management software

The most robust sales management tools have several features that make tracking and managing leads, pipelines, and customer relationships easy so sales reps can focus on bringing in more deals. These features may include:

  • Lead management so sales teams can find and capitalize on opportunities in real-time
  • Deal management that lets you move deals through the sales process
  • Account management for developing strong relationships with customers
  • Post-sales management to ensure customer loyalty and increase brand value
  • Sales operations for running a smooth sales strategy for new and veteran reps
  • monday.com lets you manage anything.

    Our fully customizable platform lets you handle all your work in one place. Create your ideal sales management platform in minutes from ready-made templates or easily tailor any pipeline, workflow, and process to drive real business impact. Here's what you'll get on monday.com:
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    Lead management

    Collect leads from any source, organize and qualify every lead in one place, and automatically score them based on criteria of your choosing.
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    Deal management

    Customize your pipeline without needing to involve developers, easily drag and drop deals to different stages, automate manual work, and track all contact interactions.
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    Client management

    See customers in a 360° view. Keep contact records and account information, log activities, and send emails—from one easy-to-use platform.
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    Post-sales management

    Manage all of your post-sale activities in one place, to stay informed of client projects, collection tracking, operational processes, and more.
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    Onboarding sales operations

    Plan and expedite your sales hiring process, and continue rep's educational development with the tools and resources they need to close more deals.
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    Team projects and tasks

    Manage and collaborate on sales and marketing projects to capture leads, drive them down the funnel, or keep existing customers engaged.

    Frequently asked questions

    There are several sales management softwares on the market, but many lack the flexibility of a Work OS. A few of the best platforms include:

  • monday.com Work OS
  • Freshsales
  • HubSpot Sale
  • Salesforce CRM
  • Pipedrive
  • Most sales management software will have lead generation tools, client management (or a sales CRM), and post-sales tools.

    The robust options however—such as monday.com— will also have automations, plenty of views, dashboards, and other features to fully customize your operations.
    An enterprise sales tool includes many (if all) of the same features as a sales management system that can scale with you as you grow. Enterprise-friendly sales tools are easy-to-use platforms that give your team the full picture of their efforts at a glance and provide them with everything they need for pipeline management and customer retention.
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    Which is the best software for sales?
    There are several sales management softwares on the market, but many lack the flexibility of a Work OS. A few of the best platforms include:

  • monday.com Work OS
  • Freshsales
  • HubSpot Sale
  • Salesforce CRM
  • Pipedrive
  • SEO LP Collumns drag Updated
    What are the 3 must-have software tools in sales?
    What is an enterprise sales tool?

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