Zendesk Sell
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Zendesk is a full-scale, easy-to-use sales CRM solution complete with a contact database and sales and marketing automations. Zendesk gets your data working for you with a robust selection of sales analytics and reporting, and implementation is a breeze.
Zendesk comes with pre-built charts and graphs based on industry standards to make sales metrics simple to understand. Users can customize which reports they see, and share them easily within the platform. With Zendesk’s sales analytics AI, you’ll be able to identify areas for improvement within your sales pipeline, and accurately forecast future sales and trends.
Features:
- Forecasting
- Performance metrics
- Pipeline management
- Lead management
- Predictive analysis
Copper
Copper is a CRM platform that was built for Google Workspaces. It was designed specifically for small businesses, and features integrations with most Google apps.
Copper pipeline analytics automatically capture data as customers travel along a visual sales pipeline. The software also tracks industry trends to keep businesses prepared.
Features:
- Sales pipeline management
- Interaction tracking
- Customizable reports
- Lead qualification
- Predictive analysis
Sales Cloud Einstein
Sales Cloud Einstein is the data and analytics tool under the Salesforce umbrella of CRM and marketing solutions. Einstein uses AI technology to capture data during the sales process, and makes predictions.
Einstein scores leads and opportunities, provides pre-built visual reports, and operates from a central dashboard so all information is available in a single location.
Features:
- Prospecting tools
- Sales trend analysis
- Goal management
- Correlation analysis
- Dashboard
NetSuite CRM
NetSuite is a CRM solution that tracks the customer sales lifecycle and searches for upselling and renewal opportunities.
NetSuite operates from a central dashboard, and uses embedded analytics to track performance across all teams and departments. The platform also features financial and operational reporting.
Features:
- Customizable reports
- Performance metrics
- Task management
- Real time monitoring
- Forecasting
Sugar CRM
Sugar CRM is a platform that attempts to deliver predictions even with limited or incomplete data. Sugar CRM’s predictive analytics feature, SugarPredict, uses AI technology to gather data and make these predictions.
SugarPredict can also identify leads who are the closest fit to customer targets, analyze and track performance metrics, and collect information on customer satisfaction.
Features:
- Interaction tracking
- Lead qualification
- Performance metrics
- Forecasting
- Sales pipeline management
Hubspot
Hubspot is a CRM platform consisting of five “hubs” for different areas of business: marketing, sales, service content management, and operations. Hubspot’s sales hub offers sales analytics tools, and integrates with many other platforms and business apps.
Hubspot’s reporting and analytics tools track rep’s performance metrics. The software also generates sales reports, and forecasts future deals.
Features:
- Client management
- Relationship tracking
- Performance metrics
- Reporting
- Lead distribution
Zoho CRM
Zoho CRM is a solution for large or small businesses that tracks customers through all stages of the pipeline.
Zoho CRM’s SalesIQ feature captures leads and qualifies them by automatically identifying desired characteristics. It then distributes the most promising leads to the right sales reps. SalesIQ integrates with the CRM database, and is designed to scale with a business.
Features:
- Relationship tracking
- Negative feedback management
- Predictive analysis
- Pipeline management
- Statistical analysis
Pipedrive
Pipedrive is a CRM solution with a heavy focus on qualifying leads and nudging them along the sales pipeline. Users get started on the software by building and customizing a visual pipeline.
As leads move along the pipeline, Pipedrive collects data to assist reps in next steps. The software also tracks calls, emails, and contact history, as well as automating administrative tasks. Interactive dashboards track real-time customizable reports on metrics and KPIs.
Features:
- Opportunity management
- Pipeline management
- Transfers/routing
- Goal tracking
- Interacting tracking
Insightly
Insightly is an analytical CRM platform with native integrations to Gmail and Google Workspaces. It offers a dashboard of customer information, and identifies relationships between customers and leads through data gathering.
Insightly automatically captures and stores data, and offers customizable reporting. Users can schedule and run reports at any time. They can also set permissions and visibility of these reports by business role or department.
Features:
- Lead qualification
- Task management
- Marketing automation
- Customizable reports
- Mobile access
Nutshell
Nutshell is a CRM and email marketing platform designed specifically for B2B organizations. The platform merges sales and marketing, and offers several sales analytics tools.
Nutshell’s activity reports track what reps are doing on a daily, weekly, and monthly basis to connect with customers. It integrates with a variety of common business apps, and provides both prospecting and forecasting tools.
Features:
- Sales forecasting
- Performance metrics
- Prospecting tools
- Marketing automation
- Task management
Keap
Keap is an all-in-one CRM platform that offers different packages for different sized businesses, according to company needs.
Keap features an array of sales analytics and reporting tools. The software can track deals and customer interactions within a certain period and stack them up against previous sales periods. Users can seek out specific datasets within the software, and generate relevant reports when they are needed.
Features:
- Analytics/ ROI tracking
- Pipeline management
- Source tracking
- Subscriber management
- Customer surveys
Salesmate
Salesmate is a CRM and automation platform featuring integrations with Google, Zoom, and more. Salesmate provides targeted, personalized, and automated communication with leads and prospects.
Salesmate includes the ability to set goals and KPIs, request customizable reports, generate sales forecasts, and build a customer pipeline. The centralized dashboard tracks activity, goals, and performance metrics.
Features:
- Customizable reports
- Prioritization
- Activity dashboard
- Performance metrics
- Lead management
Freshsales
Freshsales is a cloud-based CRM platform for businesses to manage and track their relationships with customers and leads.
Freshsales users create their own analytics dashboards and reports with pre-made templates. The software tracks performance metrics and reports which sales activities are the most effective.
Features:
- Opportunity management
- Alerts/notifications
- Cataloging/categorization
- Forecasting
- Lead qualification
Chorus.ai
Chorus.ai is an AI-powered go-to-market solution from ZoomInfo. With a focus on B2B companies, Chorus.ai is intended to provide analytics specifically to sales teams.
Chorus.ai transcribes and analyzes sales meetings to identify the sales tactics with the highest success rate, and locate opportunities for coaching. Reps use this data to replicate the sales meetings of their well-performing peers.
Features:
- Activity dashboard
- Call recording
- Interaction tracking
- Analytics/reporting
- Performance metrics
Agile CRM
Agile CRM is a CRM solution for businesses with a heavy focus on customer service. The platform caters to call centers, and its analytics are geared towards improving communications.
Users of Agile CRM can create and send customized reports using relevant data. Users can also schedule recurring reports to be delivered directly to their inboxes on a daily, weekly, or monthly basis.
Features:
- Call center management
- Performance metrics
- Goal setting/tracking
- Pipeline management
- Lead nurturing
Pipeliner
Pipeliner is a CRM platform centered around its visual pipeline tool. With the platform, users can build and refine a sales pipeline, as well as track progress visually when customers move through their lifecycle. Analytics and reports identify sales steps that could use improvement.
With Pipeliner, users can create and share custom reports, and also set privacy restrictions regarding which team members can access what information.
Features:
- Pipeline management
- Lead qualification
- Calendar/reminder system
- Task management
- Customized reports
Nimble CRM
Nimble is a CRM solution that unifies contacts from all business tools into one database. Nimble pulls contacts from existing databases, email, and social media, and puts their information in one location.
Nimble provides a number of customized sales metrics, such as how much reps won from deals within the past month. It will also automatically notify team members of impending tasks and appointments.
Features:
- Predictive analysis
- Sales forecasting
- Opportunity management
- Interaction tracking
- Task management
Creatio
Creaotio is a marketing and sales CRM platform that caters to large and mid-size businesses. Creatio’s intelligent data feature identifies holes in customer information, and then sources it to complete profiles.
Creatio’s forecasting tools use past sales data, along with trends, to predict future sales. Users can apply data filtering tools to get to the information that is relevant to them.
Features:
- Analytics/ROI tracking
- Real time data
- Sales forecasting
- Performance metrics
- Task management
Capsule
Capsule is an online CRM platform. Its analytics software forecasts sales pipeline value
and tracks activity across teams.
The software offers a drag-and-drop visual sales pipeline, as well as a few different pipeline reports that include current pipeline activity and opportunity tracking. Performance reports include how many calls a day reps are making, and how many leads are generated in a given period.
Features:
- Sales trend analysis
- Source tracking
- Graphical data representation
- Lead qualification
- Forecasting
Outreach
Outreach is a CRM and sales engagement platform. Outreach users build a visual pipeline and track customer activity. Users then build a playbook from what steps work best, according to the data.
The platform’s forecasting tool uses data to predict future sales and revenue. It also allows users to put in “what if” scenarios to see how forecasting changes in different circ*mstances.
Features:
- Prospecting tools
- Performance management
- Opportunity management
- Pipeline management
- Collaboration tools
