If your sales pipeline feels like a tangled mess, you are not alone. Deals at different stages, missed follow-ups, lost notes; it is hard to keep everything straight without the right system.

Sales pipeline software is built to fix that. It gives you a clear, simple way to see where every deal stands, what needs attention, and what you can expect to close next. It is like giving your sales process a roadmap instead of guessing the way forward.

In this blog, we will break down what sales pipeline software really does, why it matters for your team, and how to choose the best option.

What Is Sales Pipeline Software?

Sales pipeline software is a tool that helps you organize and track your deals as they move through different stages.

It gives you a clear view of where each lead stands, what steps to take next, and how close you are to closing a sale. Instead of guessing or digging through emails, you can manage your entire sales process in one simple place.

The best sales pipeline software lets you build custom stages, update deal details, set follow-up reminders, and move deals forward easily. It keeps everything in order, even when you are handling dozens of leads at once.

Why Sales Pipeline Software Matters

When you are working with a lot of deals, it is easy to lose track of what is happening. Sales pipeline software gives you the structure you need to stay organized, plan your next steps, and move deals along without missing anything important.

It also helps you spot patterns and problems early. If deals are getting stuck or slowing down, you can catch it before it hurts your sales numbers.

With the right software, you always know where you stand and what you need to focus on to keep your pipeline moving.

Without a good system, managing deals can turn into a guessing game. Sales pipeline software takes the guesswork out. It gives you the tools to forecast better, prioritize leads, and close more deals, all with less stress and more confidence.

8 Best Sales Pipeline Software Tools in 2025

Choosing the right sales pipeline software can make a big difference in how your team works. The best tools help you stay organized, track deals easily, and close more sales without the usual stress.

Here are eight top options to consider this year:

1. Truva

Truva helps sales teams simplify pipeline management by eliminating manual busywork. It automatically tracks meetings, emails, voice notes, and handwritten notes, updates your CRM in real-time, and extracts the most important details from every conversation.

Instead of wasting time updating records or chasing down missing information, Truva organizes your entire pipeline into clear next steps.

It highlights key actions, suggests intelligent follow-ups, and delivers insights that help your team stay focused on closing deals and building stronger customer relationships.

Whether you are managing a few deals or juggling a complex pipeline, Truva keeps everything organized, accurate, and easy to manage without the usual stress.

Key Features

• Automated data updates - Records meetings, emails, voice notes, and updates CRM fields instantly, removing the need for manual data entry.

• Customizable data extraction - Pulls organized insights like goals, challenges, and action items, tailored to match your team's specific sales process.

• Comprehensive meeting tracking - Saves meeting notes, uploads photos of handwritten notes, and records voice memos, automatically converting them into clean, structured CRM records.

• Intelligent task management - Suggests personalized next steps and automated follow-ups based on meeting content.

• Complete sales records - Provides full transcripts, meeting summaries, and valuable insights for better follow-up and record-keeping.

• Sales activity analysis - Tracks engagement, customer sentiment, and conversation patterns to help refine your sales strategy.

• Seamless integrations - Connects smoothly with tools like HubSpot, Salesforce, Zoom, Slack, Microsoft Teams, and Gmail to keep your workflows in sync.

Teams using Truva have achieved up to a 25% boost in sales by automating routine tasks and dedicating more time to valuable opportunities.

Ready to manage your pipeline smarter and faster? Sign up for free or book a demo today!

2. Salesforce Sales Cloud

Source: Salesforce.com

Salesforce Sales Cloud is a CRM and pipeline management platform designed to help businesses organize leads, track sales activities, and manage customer interactions. It offers customizable sales processes and detailed tracking features, making it suitable for a variety of team structures and workflows.

The platform supports lead management, opportunity tracking, and sales forecasting, with built-in reporting tools that allow teams to monitor performance and identify areas for improvement.

Salesforce Sales Cloud is often used by businesses that need detailed control over multiple stages of the sales process. However, its complexity and cost may be a challenge for smaller teams or companies that are looking for simpler solutions.

Salesforce Sales Cloud fits organizations that have the resources to customize and maintain a larger system, but may be more than necessary for smaller or fast-moving sales teams.

Key Features

• Customizable pipelines - Build and manage multiple sales pipelines based on your team’s workflow and business needs.

• Lead and opportunity tracking - Monitor deals, accounts, and activities from lead generation to closing.

• Sales forecasting tools - Estimate future revenue based on pipeline progress and historical customer data.

• Reporting and dashboards - Create detailed reports and visual dashboards to track key metrics and sales performance.

• Workflow automation - Automate lead assignments, approval processes, and task reminders.

• Third-party integrations - Connect with tools like Gmail, Slack, and marketing platforms for extended functionality.

3. HubSpot Sales Hub

Source: HubSpot.com

HubSpot Sales Hub is a CRM and sales management tool that helps teams track leads, manage pipelines, and automate parts of the sales process.

It offers a clean interface with features like deal tracking, task reminders, and customizable sales stages, making it accessible for small to mid-sized teams.

The platform includes email tracking, meeting scheduling, and pipeline forecasting, aiming to bring sales activities into one centralized space. HubSpot Sales Hub also connects easily with HubSpot's broader marketing and service tools, providing a full customer management system if needed.

However, while the basic tools are easy to use, some of the more advanced sales automation features require upgrading to higher-tier paid plans, which can add to overall costs.

HubSpot Sales Hub works well for teams looking for a straightforward system, but businesses needing deeper customization or more complex workflows might find its flexibility somewhat limited compared to larger enterprise CRMs.

Key Features

• Pipeline management - Visualize and manage deal stages with simple drag-and-drop tools.

• Email tracking and automation - Track email opens and automate personalized follow-up sequences.

• Meeting scheduler - Let prospects book meetings directly based on your calendar availability.

• Sales forecasting - Generate accurate sales forecasting based on pipeline health and deal stages.

• Task and activity tracking - Organize follow-ups, calls, and activities in a shared dashboard.

• Integration with HubSpot CRM - Syncs easily with marketing and service tools for a connected experience.

4. Pipedrive

Source: Pipedrive.com

Pipedrive is a sales-focused CRM designed to help teams manage pipelines and track deals through different stages. It offers a simple, visual layout where users can drag and drop deals across steps, making pipeline organization easier for everyday use.

Pipedrive also includes features like activity reminders, sales forecasting, and basic automation tools that help reduce manual work. Its structure is lightweight, which may suit smaller teams looking for a straightforward pipeline system.

Pipedrive’s reporting and customization options are more limited compared to larger CRM platforms, which may not meet the needs of teams requiring more advanced workflows.

Pipedrive is generally used by businesses that prefer a visual and simple approach to pipeline tracking without a lot of extra complexity.

Key Features

• Visual pipeline management - Organize deals with a simple drag-and-drop interface.

• Sales activity reminders - Set tasks and follow-up reminders to stay on top of deals.

• Email integration - Track email communications and link them to deals automatically.

• Sales forecasting - Estimate future revenue based on current pipeline data.

• Automation features - Automate repetitive tasks like email sends and activity updates.

• Mobile app access - Manage leads and update deals from any device with mobile access.

5. Monday Sales CRM

Source: Monday.com

Monday Sales CRM is part of Monday.com's larger work management platform, built to help teams manage sales pipelines, track customer interactions, and automate workflows.

It offers a flexible setup where users can customize deal stages, create automations for repetitive tasks, and visualize pipeline progress through different board layouts.

The platform focuses on ease of use with visual dashboards, drag-and-drop functionality, and templates for common sales processes. It also supports integrations with tools like Gmail, Outlook, and Slack to centralize communication.

Monday Sales CRM may require extra setup time for teams that need a fully tailored sales process, as much of the customization is manual and can take effort to configure.

It is often used by teams that want a flexible, visual system to organize their pipelines alongside other project or work management needs.

Key Features

• Customizable pipeline boards - Create and adjust deal stages to match your sales workflow.

• Automation templates - Set up automated notifications, task assignments, and status updates.

• Visual dashboards - Identify bottlenecks, measure your pipeline health, and see where deals are slowing down.

• Activity management - Assign tasks, schedule meetings, and follow up with leads in one place.

• Integration with external tools - Connect Gmail, Outlook, Slack, and other apps to manage communication.

• Mobile access - Manage deals and updates through the Monday mobile app.

6. Zoho CRM

Source: Zoho.com

Zoho CRM is a customer relationship management platform that includes sales pipeline tracking, lead management, and workflow automation tools.

It is designed to help businesses organize deals, manage customer communications, and automate repetitive tasks within a customizable framework. As one of the free pipeline management tools available, Zoho CRM offers a good starting point for teams that need basic sales tracking without upfront costs.

The platform offers features like multi-channel communication, sales forecasting, and custom reporting, along with access to a wide range of add-ons through the broader Zoho ecosystem. Zoho CRM is often chosen by businesses looking for an affordable and flexible CRM solution.

Some users may find that setting up workflows and customizing reports can be complex without technical support, especially when integrating multiple Zoho applications.

Zoho CRM provides a variety of sales management features, but may require extra configuration time for teams that want a highly tailored system.

Key Features

• Pipeline management - Track deals across stages with customizable pipelines.

• Sales automation - Set up automated workflows for lead assignments, follow-ups, and notifications.

• Multi-channel communication - Manage calls, emails, social media, and live chat in one platform.

• Custom reports and dashboards - Build tailored sales reports and dashboards to track performance.

• Sales forecasting - Generate revenue forecasts based on current pipeline data and historical trends.

• Third-party integrations - Connect with tools like Google Workspace, Microsoft Office, and Slack.

7. Freshsales

Source: Freshworks.com

Freshsales, part of the Freshworks suite, is a CRM platform that focuses on sales pipeline management, lead tracking, and customer communication.

It offers a clean interface with features like visual pipelines, AI-powered lead scoring, and built-in email and phone integrations to help sales teams manage their activities in one place.

The platform supports automation for tasks like follow-ups and lead assignments, along with reporting tools to track performance over time. Freshsales also offers native integrations with other Freshworks tools, making it easier for companies already using the Freshworks ecosystem.

Still, teams that need deeper customization or more complex workflows may find Freshsales less flexible compared to more specialized CRM systems.

Freshsales is often used by teams that want a bundled CRM experience with essential sales tools and communication features combined into a single platform.

Key Features

• Visual sales pipelines - Track progress across customizable deal stages with a drag-and-drop interface.

• AI-based lead scoring - Prioritize qualified leads based on engagement and sales readiness.

• Built-in email and phone - Communicate directly with leads without leaving the platform.

• Workflow automation - Automate tasks like follow-ups, lead assignments, and reminders.

• Sales activity tracking - Log meetings, calls, and emails automatically for better pipeline visibility.

• Reporting and analytics - Measure your sales team's performance with built-in reports and dashboards.

8. Insightly

Source: Insightly.com

Insightly is a CRM platform that combines sales pipeline management with project management features. It is designed to help businesses manage customer relationships, track deals, and organize post-sale project activities within one system.

Insightly offers customizable pipelines, contact management, and workflow automation to support sales operations.

The platform provides reporting tools, email templates, and integrations with apps like Gmail, Outlook, and Mailchimp to streamline communication and data sharing. Insightly also supports linking related records like contacts, organizations, and opportunities, helping teams keep a clear view of all interactions.

Some users report that Insightly’s interface can feel less intuitive compared to other CRM options, especially when managing more complex sales processes.

Insightly is often selected by teams that want a combined sales and project management system rather than a CRM focused only on pipeline tracking.

Key Features

• Customizable pipelines - Build and manage sales stages to fit your team's process.

• Workflow automation - Set up task automation, lead routing, and follow-up sequences.

• Contact and organization management - Track communications and relationships across accounts.

• Project management features - Manage post-sale projects alongside sales pipelines.

• Reporting and dashboards - Create custom reports to monitor sales activities and results.

• Third-party integrations - Connect with tools like Gmail, Outlook, Slack, and Mailchimp.

How To Choose The Right Sales Pipeline Software

Finding the right sales pipeline management software depends on what your team needs most. Different tools offer different features, and picking the right one can make a big difference for sales leaders looking to manage deals and reach goals faster.

Here are a few things to think about when choosing:

• Team size and structure - Some tools work better for large teams with complex sales cycles, while others are built for smaller teams that want a simpler setup.

• Ease of use - Look for a platform your team can start using quickly without long training sessions or complicated setup steps.

• Customization options - Make sure you can adjust the pipeline stages, fields, and workflows to match how your team sells, not the other way around.

• Automation features - Automation helps streamline sales activities by handling tasks like follow-ups, lead assignments, and reminders.

• Reporting and insights - Good software should help you see what is working, where deals are getting stuck, and help you make data-driven decisions faster.

• Integration with other tools - Choose a platform that connects easily with the apps your sales reps already use, like email, calendars, marketing automation, and communication tools.

• Cost and pricing flexibility - Find a solution that fits your budget today but can also scale if your team grows or your needs change.

Choosing the right tool is not just about features, but giving sales managers and teams a system that streamlines sales processes!

Get a Clearer Sales Pipeline With Truva!

Managing a growing sales pipeline can get complicated fast. Without the right tools, it is easy to lose track of deals, miss follow-ups, and spend too much time fixing manual errors.

Sales pipeline software helps keep your sales funnel clear, organized, and moving in the right direction, giving your team the structure they need to close more deals with less stress.

If you are looking for a solution that keeps your pipeline up to date without adding more busywork, Truva is built to make a real difference.

With automated tracking, customizable data extraction, and smart insights, Truva helps sales teams boost sales efficiency by focusing more on selling instead of spending time on manual data entry.

Everything stays organized, simple, and ready for the next step. Sign up for free or book a demo today!

FAQs About Sales Pipeline Software

What is the software for sales pipeline management?

Sales pipeline management tools help sales teams track deals, organize stages, and manage follow-ups. Some examples include Truva, Salesforce Sales Cloud, HubSpot Sales Hub, Pipedrive, and Zoho CRM. These tools are built to keep the sales process clear, organized, and easy to manage.

What is a sales pipeline tool?

A sales pipeline tool is a platform that helps you manage leads and monitor deals as they move through each stage of the sales cycle. It gives you a clear view of where each opportunity stands, what actions need to happen next, and how close you are to reaching your sales goals.

What is the difference between CRM and sales pipeline?

CRM pipeline management tools manage all sales, marketing, and customer activities in one place. Sales pipeline tools focus more narrowly on tracking and moving deals through the sales process. Some platforms combine both, but pipeline management often supports the entire sales cycle inside a full CRM.

Is Pipeline a CRM software?

No, a sales pipeline by itself is not CRM software. A pipeline is part of the sales process that shows where deals stand. CRM software often includes a sales pipeline feature, but CRM systems also handle many other tasks, like customer service, marketing, and account management.