If you spend more time organizing your sales funnel than talking to potential customers, you may have a serious problem on your hands.
Your solution is a sales productivity tool that can help you streamline busywork and free up your time to focus on what you do best: selling!
Sales productivity tools help you automate tasks, stay organized, and close deals faster and more efficiently.
However, there are dozens of options on the market for software for sales teams, and it can be overwhelming to choose the right sales productivity tools for your business.
So, we put down our heads and did thorough research to assemble a list of the top 10 sales productivity tools for 2024.
Whether you want to work more efficiently, manage your time better, or improve client communication, we believe we’ve got you covered.
10 Best Sales Productivity Tools to Improve Efficiency in 2024
Summarize this article for me pleaseWhat Should You Look for in Sales Productivity Tools?
Let’s start with the most important question: What makes a sales productivity tool suitable for your purpose?
Consider these factors to ensure your software or solution effectively meets your business needs.
- Ease of use: The tool you choose must integrate well with your existing systems and be easy for your team to learn
- Customization: The software should allow you to tailor it to your specific sales processes and workflows
- Mobile access: You should be able to access and work on it from anywhere
- Analytics: It should provide data and insights to help you track your progress and make data-driven decisions
- Security: The tool should boast robust security features to protect your customer data
- Scalability: It should grow with you and your business and cater to your long-term needs
Summarize this article for me pleaseThe 10 Best Sales Productivity Tools to Use in 2024
Now you know what are the features you can’t compromise on. Let’s now explore the 10 tools we’ve picked for you.
1. ClickUp
ClickUp offers many features to streamline every step of your sales journey, from lead generation to customer onboarding.
With ClickUp CRM, for instance, your sales team can efficiently manage leads, track deal progress, collaborate, and automate repetitive tasks—all within a single, intuitive interface.
You can even customize the interface by picking from 15+ views, including the
- List view (to visualize all tasks and subtasks as a list of to-dos)
- Kanban Board (to track deal progress from prospecting to negotiation, and finally closed-won)
- Table view (to track all lead information including the name of the company and contact person, their email id and phone number, conversation history, etc.)
The customer relationship management tool also provides a variety of templates for account management, sales pipelines, and more, making it easy for sales teams to get started.
Two key factors that further set the ClickUp Sales Project Management Software apart are its customizable workflows and powerful automation capabilities. Since every team has unique needs, ClickUp ensures your sales processes are tailored to meet them.
For example, imagine you want to automate following up with a potential client.
In ClickUp, you can use natural language to create an AI-powered automation workflow by simply stating, “When a task moves to ‘Negotiation,’ assign it to the Sales Manager and set a due date for three days later.”
This flexibility lets your team focus more on closing deals and less on managing administrative tasks. With ClickUp, you get a solution that adapts to your workflow, not vice versa.
The tool also seamlessly integrates with other popular sales productivity tools, ensuring a centralized approach to sales management.
But that’s not all. ClickUp’s sales productivity software provides in-built templates as a roadmap for success. The ClickUp Sales Strategy Guide Template, for instance, outlines clear objectives, tactics, timelines, and progress-tracking methods to let you focus on key priorities and make data-driven decisions.
Here are the top three features and benefits of this template:
AI-powered workflows
Connect all your tasks, documents, people, and knowledge with ClickUp Brain, an all-in-one AI assistant for the workplace. You can ask Brain questions in natural language and receive the right information at the right time without sifting through piles of documentation. This integration ensures that all relevant information is easily accessible and interconnected, enhancing team collaboration and streamlining the sales strategy process.
Customizable views and project management support
Use custom views such as List, Gantt, Workload, and Calendar alongside project management features like nested subtasks, multiple assignees, and comment reactions.
These project management sales tools provide flexibility in visualizing and managing your sales strategies, allowing for tailored workflows that suit your team’s needs. This adaptability leads to more effective task management and clearer visibility into progress, which can significantly boost sales efficiency and performance.
Real-time progress monitoring
Use Dashboards in ClickUp to track sales progress in real time, with capabilities for setting custom statuses, fields, and notifications. Real-time tracking and the ability to adjust strategies on the fly ensure that your team remains agile and responsive to changes. This continuous monitoring and quick adaptability help maintain momentum and drive consistent improvements in sales productivity.
ClickUp best features
- Change task statuses to reflect stages in the sales pipeline, such as “Lead Contacted,” “Proposal Sent,” “Negotiation,” and “Closed-Won.” This helps in tracking the progress of each deal efficiently
- Add custom fields to tasks or lists to store essential information about leads and clients, such as contact details, deal value, and next steps
- Create dashboards to visualize sales plans and sales metrics, such as the number of leads, conversion rates, sales pipeline stages, and revenue forecasts. Regular reporting helps you make data-driven decisions
- Set and track sales goals within ClickUp. This feature helps in monitoring progress towards quarterly or yearly sales targets and identifying areas needing improvement
- Customize workflows with various views. Start with a customizable Doc template, and proceed with various templates for account management, sales reports, CRM, and more
- Assign tasks, track progress, and ensure team alignment. Improve sales strategy tracking with comment reactions, nested subtasks, multiple assignees, and priorities
ClickUp limitations
- The initial setup may be time-consuming due to the extensive customization required
- New users may experience a steep learning curve
ClickUp pricing
- Free Forever
- Unlimited: $7/user per month
- Business: $12/user per month
- Enterprise: Contact for pricing
- ClickUp Brain is available on all paid plans for $5 per member per workspace per month
ClickUp ratings and reviews
- G2: 4.7/5 (9200+ reviews)
- Capterra: 4.7/5 (4000+ reviews)
2. Clearbit
Clearbit offers a suite of data enrichment tools and APIs that help collate crucial information about your leads and customers for sales and marketing campaigns. This data includes email addresses, social media profiles, and company details.
Leveraging Clearbit enriches leads and contacts, helping your sales team better understand and engage with prospects.
So, your sales reps can now personalize your outreach, segment your audience more effectively, and prioritize leads based on their potential value to your business.
Moreover, Clearbit integrates with popular B2B CRM systems and sales tools, ensuring you and your team can access enriched data directly within your existing workflows.
Clearbit is also fully compliant with regulations such as GDPR and CCPA. It offers data consent management and deletion features to help you maintain compliance and protect your customers’ privacy.
Clearbit best features
- Enhance sales operations by automating data enrichment processes
- Craft more effective sales pitches and follow-ups with enriched data insights
- Engage leads and customers with personalized, data-driven interactions
- Access enriched data directly within your existing sales systems
Clearbit limitations
- Integrating Clearbit with your stack may require technical expertise
- API usage may be subject to rate limits
Clearbit pricing
- Business: Custom pricing
Clearbit ratings and reviews
- G2: 4.4/5 (600+ reviews)
- Capterra: 4.5/5 (30+ reviews)
3. Pipedrive
With customizable sales pipelines, email integration, and reporting tools, Pipedrive is designed to analyze sales cycle performance efficiently.
It helps track leads and deals, manage client communication, and automate routine tasks, laying down an efficient process map for your entire team.
With its drag-and-drop functionality, sales teams can use Pipedrive’s intuitive pipeline to move deals between stages, update their status, and prioritize tasks with just a few clicks. The pipeline’s visual nature provides a clear overview of the sales process at a glance, helping teams quickly identify bottlenecks, forecast revenue, and ensure that no deals fall through the cracks.
This feature not only simplifies the management of sales activities but also enhances collaboration and efficiency across the team.
Whether you’re a small startup or a large corporation, Pipedrive’s customizable capabilities make it a perfect fit for businesses of all sizes.
Pipedrive best features
- Integrate your email for seamless communication
- Automate repetitive tasks to save time
- Analyze your sales performance with reporting tools
- Access and manage your sales pipeline on the go with the mobile app
- Integrate with other tools for a seamless workflow
Pipedrive limitations
- Fewer integration options compared to other CRM platforms
- Certain features may require additional costs
Pipedrive pricing
- Essential: $11.90/user per month
- Advanced: $24.90/user per month
- Professional: $49.90/user per month
- Power: $59.90/user per month
- Enterprise: $74.90/user per month
Pipedrive ratings and reviews
- G2: 4.2/5 (1700+ reviews)
- Capterra: 4.5/5 (2900+ reviews)
4. Dooly
Dooly offers customizable note templates that help standardize the note-taking process across teams. These templates can be tailored to capture specific information relevant to different stages of the sales process, making it easier to maintain consistency and completeness in documentation.
It integrates with various platforms, including Salesforce, Google Workspace, and Microsoft 365, to capture and organize meeting notes, customer interactions, and sales data.
The software uses AI and automation to identify key information and update CRM systems, reducing manual data entry and improving accuracy.
With Dooly, you can stay organized, save time, and focus on building customer relationships instead of chasing down scattered information on your prospects and customers.
Dooly best features
- Automatically update your sales CRM with key insights from your notes
- Capture and organize meeting notes and customer interactions effortlessly
- Share notes, tasks, and insights with your sales team in real time
- Improve data accuracy with AI-driven features that help identify and update important information
Dooly limitations
- Limited customization options
- A steep learning curve for new users
Dooly pricing
- Free
- Growth: $35/user
- Premier: $75/user
Dooly ratings and reviews
- G2: 4.7/5 (800+ reviews)
- Capterra: 4.8/5 (80+ reviews)
5. Octoparse
Octoparse helps sales teams extract data from websites without writing code. It’s easy to use and allows you to select the exact information you want, such as product details and customer reviews.
This data can be extremely helpful in understanding the market, finding new customers, forecasting sales, and determining your competitors’ activities.
Octoparse’s greatest advantage as a sales automation tool is its ability to grab contact info directly from websites, which can help find new leads.
Advanced features such as IP rotation help scrape data from multiple websites without getting blocked, while scheduled scraping lets you automatically run your scrapers at certain times.
And if you’re using a CRM such as Salesforce and HubSpot, Octoparse can connect with it without a hitch. So, you can import data straight into your CRM, making it easier to keep track of everything while saving time.
Octoparse best features
- Gain new business insights by extracting customer reviews, feedback, and competitor data
- Analyze sales data, transaction details, and historical trends
- Generate sales reports from extracted data and automate scheduled reports
- Integrate with your CRM for direct import of sales data and pipeline management
- Extract contact information for lead generation and sales prospecting
Octoparse limitations
- It may not fully support data extraction from some complex websites or those heavy on JavaScript
- It may not always capture dynamic content loaded via AJAX or JavaScript
- Changes to a website’s layout or structure may break the data extraction process
Octoparse pricing
- Free plan
- Standard plan: $89/month
- Professional plan: $249/month
- Enterprise plan: Custom pricing
Octoparse ratings and reviews
- G2: Not enough reviews
- Capterra: 4.4/5 (60+ reviews)
6. Salesmate
Salesmate is an intuitive CRM platform that understands your unique challenges in managing customer relationships and sales pipelines.
With Salesmate, you can easily organize your contacts, track deals, and communicate with your clients—all in one place.
Salesmate also integrates seamlessly with your email so you can manage all your communication from within the platform.
Among the most notable features is the AI-powered sales assistant. This intelligent assistant offers real-time insights and automates routine tasks like scheduling follow-ups, sending reminders, and updating records.
It analyzes your sales data to provide personalized recommendations and forecasts, helping you prioritize your efforts and focus on the most promising opportunities. With the sales assistant, you can reduce administrative workload, enhance productivity, and close deals faster by making informed, data-driven decisions.
Salesmate best features
- Use historical data and trends to predict future sales performance
- Access the platform on the go through the mobile app, available for both iOS and Android devices
- Easily sync with your calendar to manage appointments and meetings
- Reach customer support through various channels, such as email, live chat, and phone support
Salesmate limitations
- The basic plan is limited in the number of contacts and emails per month. This may not be sufficient for larger businesses or high-volume sales teams
- Some users may find it expensive compared to other CRM platforms, especially when considering extra costs for add-ons and integrations
Salesmate pricing
- Basic: $29/user per month
- Pro: $49/user per month
- Business: $79/user per month
- Enterprise: Custom pricing
Salesmate ratings and reviews
- G2: 4.6/5 (70+ reviews)
- Capterra: 4.7/5 (80+ reviews)
7. EmailAnalytics
EmailAnalytics is an invaluable resource for sales professionals.
When integrated with Gmail or the broader Google Workspace, it analyzes your email activity in-depth, including metrics such as time spent on emails and average response time.
This data empowers you to make better marketing campaigns, understand your email productivity, and optimize your outreach strategy.
With EmailAnalytics, you can easily identify the most productive times to send emails, ensuring that your messages reach your leads and prospects when they’re most likely to be read.
All this ultimately increases your efficiency and empowers you to close more deals.
EmailAnalytics best features
- Track your sales team’s email activity, including the number of emails sent and received
- Analyze email productivity and efficiency to identify areas for improvement
- Identify peak email hours and days to optimize outreach and increase response rates
- Evaluate sales performance using email analytics to make data-driven decisions
- Achieve sales goals more effectively with actionable insights
EmailAnalytics limitations
- It may not be compatible with all email providers, limiting its usability for users on different platforms
- While it offers a free trial, the full version requires a subscription fee. This cost may be a limitation for some users or organizations
EmailAnalytics pricing
- Pro: $15/inbox per month
- B2B Email outreach: $1000/month
EmailAnalytics ratings and reviews
- G2: Not enough reviews
- Capterra: No reviews available
8. Acuity Scheduling
As a sales professional, your time is precious, and every minute counts.
With Acuity Scheduling, you can sync your calendar, automate reminders, and customize booking forms. So, you spend less time on administrative tasks and more on having the right sales conversations.
Whether you’re scheduling meetings with clients or setting up demos with prospects, Acuity Scheduling makes it easy to stay organized and on top of your schedule.
Acuity Scheduling’s best features
- Seamlessly schedule, personalize, sync, and manage appointments
- Send automated reminders, accept payments, and conduct group sessions
- Gather client info, detect time zones, and access insights
- Send targeted emails, allow self-scheduling, and manage on the go
- Ensure HIPAA compliance and customize client notifications
Acuity Scheduling limitations
- It may not integrate seamlessly with some advanced CRM systems
- Limited customization for complex scheduling needs
Acuity Scheduling pricing
- Emerging: $20/month
- Growing: $34/month
- Powerhouse: $61/month
Acuity Scheduling ratings and reviews
- G2: 4.7/5 (390+ reviews)
- Capterra: No reviews available
9. UpLead
UpLead is your go-to platform for finding and connecting with potential customers.
It lets you access a database of millions of verified contacts, use advanced search filters to narrow down your results, and even enrich your leads in real-time.
Whether you’re looking for new prospects or trying to reconnect with old ones, UpLead has everything you need to generate high-quality leads quickly and efficiently.
It also integrates seamlessly with your CRM and other productivity tools.
UpLead best features
- Enhance your sales pipeline and convert leads faster with advanced search filters and real-time database
- Discover new business opportunities and optimize your outreach with a vast contact database and email verification tools
- Streamline your sales process and engage leads more effectively with CRM integration and lead enrichment feature
- Maximize ROI with team collaboration tools and affordable pricing plans
- Boost sales productivity and stay ahead of the competition with API access and dedicated customer support
UpLead limitations
- It may not cover all industries equally well, which could be a limitation for businesses operating in niche or highly specialized industries
- Some customers have reported data accuracy concerns
UpLead pricing
- Essentials: $99/month
- Plus: $199/month
- Professional: Custom pricing
UpLead ratings and reviews
- G2: 4.7/5 (730+ reviews)
- Capterra: 4.6/5 (70+ reviews)
10. Outreach
Outreach is a sales enablement platform that helps you automate your outreach efforts and increase sales productivity.
It facilitates sales automation with features such as email sequencing, task scheduling, and analytics, making it easier to reach out to your prospects and improve sales engagement.
Users love it for its AI-driven insights, which provide personalized recommendations to optimize sales strategies and boost conversion rates.
It also integrates with your existing CRM system, making it easy to manage your leads and contacts in one place.
Outreach best features
- Create personalized email sequences to nurture leads over time
- Automate tasks for timely follow-ups with prospects
- Track performance with detailed analytics, including open rates, click-through rates, and response rates
- Integrate with CRM systems to manage leads and contacts in one place
- Streamline phone outreach with features such as click-to-dial and call recording
Outreach limitations
- Limited customization options
- Over-reliance on automation can lead to a lack of personalization in customer interactions
Outreach pricing
- Standard: Custom pricing
- Professional: Custom pricing
- Enterprise: Custom pricing
- Unlimited: Custom pricing
Outreach ratings and reviews
- G2: 4.3/5 (3380+ reviews)
- Capterra: 4.4/5 (290+ reviews)
Summarize this article for me pleaseFuture-Proofing Sales for 2024 and Beyond
While the sales world constantly changes, it’s not enough to keep up anymore. As a sales professional, you must be ready for whatever comes next. These carefully curated tools meet today’s needs and anticipate and adapt to tomorrow’s demands.
But if you’re looking for an all-in-one solution that seamlessly integrates sales project management and CRM features, look no further than ClickUp. ClickUp is not just another sales productivity tool. It’s a complete solution that brings together project management and CRM in one place.
With ClickUp, you can manage your sales projects, collaborate with your team, and track your clients—in one place.
It’s easy to use, customizable, and integrates with all the tools you already use.
Sign up to ClickUp for free today!
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