Any modern-day sales and operations process involves more than cold calling or an individual salesman following up with a client to win the deal. It requires communicating across departments and maintaining a clear view of the sales pipeline, timely follow-ups, and close collaboration among teams.
To streamline this process, it takes dedication, an efficient process, and the magic ingredient that is sales collaboration software. By leveraging an end-to-end sales collaboration platform, you can transform your team from a group of talented soloists into an efficient hive mind, driving deals forward with increased effectiveness.
But which magic sales tool is equipped to do it all for your brand? To help you pick the right option, we’ve compiled a list of the top 10 sales collaboration software tools. Plus, we have a special recommendation that can be your go-to sales automation tool.
10 Best Sales Collaboration Software Tools for Sales Teams in 2024
Summarize this article for me pleaseWhat Should You Look for In Sales Collaboration Software?
Before diving into the list of top sales apps, let’s look at the factors you should consider when picking a sales collaboration software. The best tools must have the following:
- Centralized communication: If your teams are speaking in silos and storing their data in multiple platforms, it is bound to create discrepancies. Make sure that the collaboration tools you consider provide a collaborative communication feature. This will allow your sales and marketing teams, along with the rest of the organization, to store customer information easily, share files, have video conferencing meetings, and get on the same page
- Efficient workflow management: A key part of sales is getting the right things done at the right time. These include sending emails, reminders, meeting notes, and more. Prioritize tools that allow you to streamline and automate workflows, helping your teams stay organized and meet sales goals consistently
- Improve collaboration: Your chosen software should make collaboration effortless. The right collaboration tools often have features like shared documents, file sharing, co-editing capabilities, and whiteboards. These features will help enable your team to brainstorm, strategize, and work on proposals together seamlessly
- Data visibility and reporting: Data is the lifeblood of sales. Look for a platform that offers clear, customizable sales dashboards and reporting tools to make things simpler for the entire sales department. This will give you valuable insights into team performance and identify areas for improvement
- Integrations: Your sales collaboration tools have to work seamlessly with existing CRMs or other platforms in your organization. This ensures that data is shared seamlessly and in real-time, enabling sales teams and other stakeholders to get relevantinformation and improve productivity
Summarize this article for me pleaseThe 10 Best Sales Collaboration Software to Use in 2024
1. ClickUp
ClickUp is among the best sales collaboration software tools, offering multiple features beyond simple sales team collaboration or sales pipeline management.
With ClickUp, you can track sales, manage your leads and customer information using CRM software, and build efficient workflows and reports to measure sales KPIs. The platform becomes your one-stop shop for lead management, CRM data capture, creating and sharing sales materials, assigning tasks, and collaborative selling.
Plus, you can set up and manage your sales processes more efficiently using its sales plan templates. The ready-to-use ClickUp Sales Plan Template is great for beginners and helps you to:
- Set meaningful SMART goals for your sales department
- Develop strategies to reach those objectives faster
- Organize information in one place to be easily accessible to all sales professionals
ClickUp best features
- Visually plan and brainstorm sales strategies with your team in real-time using ClickUp Sales to close faster and improve the success rate
- Automate repetitive tasks and free up your team’s time to focus on closing deals using ClickUp Automation features
- Ensure clear communication and keep everyone informed with direct messaging and @mentions using ClickUp Chat view
- Manage and set clear goals for your sales pipeline and track progress visually using ClickUp Goals
- Leverage multiple views and dashboards to get instant reports and personalized metrics, enabling you to track and identify the key metrics that matter for your sales managers
- Collaborate and brainstorm with your sales reps using ClickUp Whiteboards, a sales team collaboration feature that allows you to get a virtual whiteboard to add notes, chalk out detailed plans, and add them to your project management tool
- Use the power of ClickUp Brain, an AI assistant, to help you streamline sales workflows, write sales emails, summarize texts, and speed up progress on your sales activities
- Keep everyone on the same page using ClickUp Collaboration Detection, allowing you to know which docs are being edited and get instant real-time updates on the platform
ClickUp limitations
- Given its extensive features, some users may feel there is a slight learning curve when getting started with the platform
ClickUp pricing
- Free Forever
- Unlimited: $7/month per user
- Business: $12/month per user
- Enterprise: Contact for pricing
- ClickUp Brain: Add to any paid plan for $5 per Workspace member per month
ClickUp ratings and reviews
- G2: 4.7/5 (9,400+ reviews)
- Capterra: 4.7/5 (4,000+ reviews)
2. Rattle
Rattle is a RevOps platform designed to keep your team focused and aligned throughout the sales cycle. The sales collaboration tool integrates Salesforce data directly with Slack, allowing your entire revenue operations to be faster, more streamlined, and more effective.
Rattle best features
- Share sensitive sales documents and proposals with clients securely and collaborate in real time using Deal Rooms
- Standardize your sales process with pre-built or customizable playbooks that guide reps through each stage of the deal
- Gain real-time visibility into your sales pipeline with intuitive forecasting tools and customizable dashboards
- Empower reps with in-line coaching and feedback tools to continuously improve their performance
Rattle limitations
- Rattle’s pricing might not be suitable for all budgets, especially for smaller teams
- Some users have reported a lack of advanced customization options compared to other collaborative team tools
Rattle pricing
- Starter: $19/month per user
- Pro: $34/month per user
- Premium: $49/month per user
Rattle ratings and reviews
- G2: 4.8/5 (90+Reviews)
- Capterra: NA
3. DealHub
DealHub is a top-rated quote-to-revenue automation solution that is ideal for sales teams. It comes with features for billing and subscriptions. This enables you to centralize all your deal activity, communication, and proposals in one place.
DealHub best features
- Manage all deal documents, communication, and tasks within a single, secure platform
- Leverage AI to identify potential roadblocks and suggest best practices to optimize deal flow
- Foster seamless communication with internal and external stakeholders through threaded discussions and real-time updates
- Eliminate manual data entry and ensure data accuracy with automated data capture from emails and other sources
- Connect DealHub seamlessly with your existing CRM platform and other tools for a unified sales experience
DealHub limitations
- DealHub’s pricing structure may be complex for some businesses, as add-on features and services are priced separately
DealHub pricing
- DealRoom: Contact sales
- DealHub CPQ: Contact sales
- DealHub Billing: Contact sales
DealHub ratings and reviews
- G2: 4.7/5 (550+reviews)
- Capterra: 4.8/5 (40+reviews)
4. RingCentral
RingCentral is an AI-powered communications solution that offers a comprehensive suite of collaboration tools specifically designed for remote and hybrid sales teams. With features like real-time call notes and personalized conversion insights, this tool can help you consolidate your communication efforts and gain sales intelligence.
RingCentral best features
- Consolidate phone calls, video conferencing, team messaging, and faxing into a single, user-friendly platform
- Integrate RingCentral with your existing CRM and other sales tools for a streamlined workflow
- Maintain clear communication and collaborate with teams and clients from all over the world using international calling and video conferencing capabilities
RingCentral limitations
- RingCentral’s pricing plans vary depending on the features and number of users required
- Some reviewers have mentioned a slight learning curve for some of the platform’s advanced functionalities
RingCentral pricing
- Core: $30/month per user
- Advanced: $35/month per user
- Ultra: $45/month per user
RingCentral ratings and reviews
- G2: 4.5/5 (890+reviews)
- Capterra: 4.2/5 (1100+reviews)
5. Pipedrive
Pipedrive is an effective collaborative CRM and sales management platform that allows you to track your sales pipeline, manage leads, and automate your entire sales process. The best part is that it allows you to connect your tech stack with Pipedrive’s CRM, enabling you to seamlessly gain real-time data from multiple tools in a single platform.
Pipedrive best features
- Get a clear overview of your sales pipeline with customizable stages and drag-and-drop functionality
- Track all sales-related activities, including calls, emails, and meetings, in a central location
- Foster communication and collaboration with internal and external stakeholders through threaded discussions and deal notes
- Automate repetitive tasks like sending follow-up emails and scheduling meetings, freeing up your team’s time to focus on closing deals
Pipedrive limitations
- While Pipedrive offers a free trial, some advanced features are exclusively available on paid plans
- Pipedrive’s functionality may be more suited for sales organizations rather than other industries that need a sales-focused tool for their team.
Pipedrive pricing
- Essential: $14/month per user
- Advanced: $29/month per user
- Professional: $59/month per user
- Power: $69/month per user
- Enterprise: $99/month per user
Pipedrive ratings and reviews
- G2: 4.2/5 (1800+ reviews)
- Capterra: 4.6/5 (2900+ reviews)
6. Recapped.io
Recapped.io takes a different approach to sales collaboration, focusing on capturing and sharing key takeaways from sales calls and meetings. With a ready-to-use playbook, customizable templates, and collaborative workspaces, you ensure that your teams follow best practices and easily find required documents and sales assets.
Redcapped.io best features
- Capture valuable sales insights from calls and share them with the wider team to build collective knowledge
- Assign clear action items to team members after each call and track progress toward completion
- Review key moments from sales calls with easy-to-access video highlights and searchable transcripts
- Analyze call recordings and transcripts to identify areas for improvement and provide targeted coaching to reps
- Boost team accountability by ensuring that clear follow-up and action items are assigned after each sales call
Redcapped.io limitations
- Recapped.io’s pricing might not be suitable for all budgets, especially for larger sales teams
- Some reviewers have mentioned limitations in terms of advanced integrations compared to other sales tools
Redcapped.io pricing
- Free
- Professional: $85/month per user
- Business: $125/month per user
Redcapped.io ratings and reviews
- G2: 4.6/5 (150+ reviews)
- Capterra: 4.3/5 (40+ reviews)
7. Salesforce
Salesforce is a CRM titan, offering a robust platform with a wide range of features, including strong sales collaboration capabilities. Using this base, it offers multiple add-on features to make it an end-to-end sales and marketing management platform, enabling organizations to automate and streamline their revenue generation efforts.
Salesforce best features
- Foster seamless communication with features like Chatter for team messaging, task management, and real-time deal updates
- Empower your team to stay connected and manage deals on the go with a user-friendly mobile app
- Tailor Salesforce to your specific needs with a wide range of customizable fields, workflows, and dashboards
- Gain deep insights into sales performance with powerful reporting and data visualization tools
Salesforce limitations
- For some individuals, Salesforce is a complex platform with a steeper learning curve compared to some other options
- The pricing structure is expensive for smaller businesses, with costs often based on the number of users and required features
Salesforce pricing
- Starter Suite: $24/month per user
- Professional: $80/month per user
- Enterprise: $165/month per user
- Unlimited: $330/month per user
- Einstein 1 Sales: $500/month per user
Salesforce ratings and reviews
- G2: 4.3/5 (19,500+ reviews)
- Capterra: 4.4/5 (18,300+ reviews)
8. SalesRabbit
SalesRabbit is a dynamic field sales management platform that automates and streamlines your entire sales processes into a single platform. It offers various features to help sales teams improve their performance, reduce costs, and secure deals.
The best part of this sales tool is that it integrates with 1000+ compatible tools, allowing you to access all your sales data in one place.
SalesRabbit best features
- Consolidate all sales communication channels—emails, calls, texts, and social media interactions—into a single platform
- Monitor and analyze team communication to identify coaching opportunities and improve overall sales effectiveness
- Facilitate seamless collaboration with features like team chat, file sharing, and task management
- Design and manage custom sales processes with drag-and-drop functionality and visual pipeline tools
- Gain real-time visibility into your sales pipeline with customizable dashboards and activity-tracking features
SalesRabbit limitations
- While SalesRabbit offers a free plan, some advanced features are limited or unavailable in the free tier
- A few user reviews mention that integrations with some CRMs and marketing automation tools might be limited compared to more established platforms
SalesRabbit pricing
- SalesRabbit Lite: $0
- SalesRabbit Team: $29/month per user
- SalesRabbit Pro: $39/month per user
- SalesRabbit Enterprise: Custom Pricing
SalesRabbit ratings and reviews
- G2: 4.5/5 (350+ reviews)
- Capterra: 4.2/5 (190+ reviews)
9. LiquidPlanner
LiquidPlanner is a project management and sales pipeline management solution that adapts to your teams’ changes and needs. It helps you manage your sales projects using predictive scheduling, accurate forecasts, and realistic workload balance to help your entire team manage their activities efficiently.
It is mainly known for its visual scheduling capabilities, which are leveraged for effective sales collaboration.
LiquidPlanner best features
- Visualize your sales pipeline with customizable Gantt charts, allowing for clear communication of deadlines and dependencies
- Facilitate real-time communication and task management with features like threaded discussions and shared documents
- Visualize team workload and identify potential bottlenecks within your sales pipeline for optimal resource allocation
- Gain greater visibility into sales progress and improve the accuracy of your sales forecasts
LiquidPlanner limitations
- LiquidPlanner’s pricing structure may not be suitable for all budgets, especially for smaller teams
- Some user reviews mention a slight learning curve in mastering the advanced scheduling features
LiquidPlanner pricing
- Essential: $15/month per user
- Professional: $28/month per user
- Ultimate: $42/month per user
LiquidPlanner ratings and reviews
- G2: 4.2/5 (290+reviews)
- Capterra: 4.3/5 (650+reviews)
10. Hubspot Sales
Hubspot is a popular all-in-one sales and marketing tool. Its free CRM makes it ideal for sales organizations. The Hubspot Sales platform comes with all-around features to add to the CRM and sales pipeline.
It allows teams to get sales engagement and collaboration tools, deal management functionality, reporting and analytical features, payments and quote management tools, and more.
Hubspot best features
- Automate repetitive tasks like lead nurturing, email follow-ups, and data entry, freeing up your team to focus on closing deals
- Eliminate scheduling back-and-forth with prospects and clients with a user-friendly scheduling assistant
- Manage all deal-related information, communication, and tasks within a single platform for improved visibility and collaboration
- Standardize your sales process with pre-built or customizable playbooks and equip reps with effective coaching tools
- Integrate your Sales data with 1400+ tools available in the HubSpot App Marketplace
Hubspot limitations
- HubSpot Sales offers a free tier with limited features. Advanced functionalities require a paid subscription
- Some reviewers have mentioned that HubSpot Sales might be a better fit for businesses already invested in the HubSpot ecosystem
- Has a steep learning curve, with users needing to take the Hubspot Academy courses to understand how to use the tool effectively
Hubspot pricing
- Free
- Starter: $15/month per user
- Professional: $90/month per user
Hubspot ratings and reviews
- G2: 4.4/5 (11,200+ reviews)
- Capterra: 4.5/5 (450+reviews)
Summarize this article for me pleaseBoost Your Sales Collaboration with ClickUp
With that, we have come to the end of this comprehensive guide on the top 10 sales collaboration software tools in 2024. Remember, every sales team has its rhythm.
The ideal tool should seamlessly blend into your existing workflow, improve your team’s collaboration, and drive sales forward with increased efficiency.
If you asked us which sales collaboration software stands out in this list, we would say ClickUp. This all-in-one project management and productivity tool doubles down as a collaborative CRM, task management software, sales proposals tracking software, marketing automation software, online collaboration tools, and a complete sales and operations management solution.
ClickUp’s versatile features allow you to integrate your entire sales pipeline into a single platform, creating a collaborative culture that unites the entire organization.
Sign up for ClickUp today to witness how it completely transforms your entire sales process!
Questions? Comments? Visit our Help Center for support.