.jpg?table=block&id=f651ff2e-b419-44b5-9b75-bc463ebcb646&cache=v2)
19 Best Sales Software For Small Business Owners & Sales Teams
Find the best sales software for small business owners and sales teams with these tools. Enhance your lead management and team efficiency!
Written by
Published on
Do not index
Do not index
Every business owner has one goal in mind—to make a profit. However, reaching that goal can be daunting, especially when you’re starting. Countless moving parts are involved in running a business, and getting them to work together smoothly is no easy task. For instance, how do you know which leads are most likely to convert? What if you could automate your entire sales process so that you could focus on growing your business instead of getting bogged down in administrative tasks? If this sounds appealing, you’re not alone. Many small business owners feel overwhelmed by sales. The good news is that there are software solutions, like sales acceleration software, that can help you address these challenges. This article will explore the best sales software for small business and help you find the right fit for your unique needs.
Aomni's sales intelligence software is one of the tools that can help you achieve your goals and reduce the stress of sales. Rather than starting from scratch, the solution allows you to organize and streamline your existing sales processes. The result? You can ramp up your revenue and improve your bottom line without the headaches.
What is a Sales Software?
Sales software refers to digital tools designed to help sales professionals streamline their workflows, improve efficiency, and close deals more effectively. These tools range from Customer Relationship Management (CRM) systems to sales intelligence platforms and automation tools, all of which aim to simplify the sales process and enhance productivity.
At its core, sales software supports tasks such as identifying high-potential prospects, tracking customer interactions, and automating repetitive activities like data entry and follow-ups. This allows sales teams to focus on relationship-building and strategic decision-making rather than administrative duties.
How Sales Tools Drive Success: Insights from LinkedIn's State of Sales Report
The importance of sales software is underscored by its impact on performance. According to LinkedIn's State of Sales 2021 report, 94% of sales professionals believe that sales tools directly contribute to closing more deals. This demonstrates the critical role these technologies play in:
- Modern sales strategies
- Empowering teams to operate efficiently
- Achieve better results
Types of Sales Software For Small Business
The Foundation of Successful Sales: Customer Relationship Management Systems
Customer relationship management systems sit at the heart of successful sales processes. These tools centralized making it easier for small businesses to maintain strong relationships with their clients through:
- Customer data
- Track interactions
- Manage sales pipelines
CRMs often include features such as:
- Contact management
- Deal tracking
- Email integration
- Automated reminders
Gain Insights to Get Ahead: Sales Intelligence Platforms
Sales intelligence software provides valuable insights into:
- Customer behavior
- Market trends
- Competitors
These tools help small businesses identify high-value prospects and tailor their messaging to target customer pain points effectively.
Speed Up Sales with Automation: Sales Acceleration Tools
Sales acceleration tools speed up the sales process by automating repetitive tasks such as follow-ups, email outreach, and call scheduling. By automating these workflows, sales acceleration software ensures that sales reps spend more time engaging with prospects and less on administrative tasks.
Know Your Numbers: Sales Analytics and Reporting Software
Sales analytics and reporting tools help businesses collect, analyze, and visualize sales data to gain actionable insights. They provide dashboards to monitor performance metrics such as:
- Lead conversion rates
- Revenue forecasts
- Sales trends
Predict Future Sales Performance: Sales Forecasting Software
Sales forecasting tools use historical data and predictive analytics to project future sales performance. These insights help small businesses plan their:
- Inventory
- Allocate resources effectively
- Develop realistic revenue goals
Get Your Team the Right Resources: Sales Enablement Software
Sales enablement software helps sales teams with the resources, tools, and information they need to sell effectively. Features of sales enablement tools and sales training software may include:
- Content management
- Training programs
- Sales playbooks
- Content engagement analytics
- Reporting
Sales enablement solutions help improve sales performance and productivity while speeding up sales onboarding and training.
Make Your Software Work for You: Integration Software
Integration software connects different systems and ensures seamless data flow between them. For instance, it can link a CRM with an email marketing platform or accounting software, reducing manual data entry and minimizing errors.
Related Reading
19 Best Sales Software For Small Business Owners & Sales Teams
1. Aomni
Aomni is an AI agent platform that helps sales teams streamline account-based sales processes. Our solution empowers enterprise and strategic account executives to execute account-based sales and marketing strategies with unprecedented efficiency and effectiveness.
Aomni addresses critical pain points for sales managers whose Account Executives, Account Managers, and Customer Success Managers must perform better and include quotas. By leveraging our advanced AI technology, sales professionals can significantly enhance their preparation for customer conversations, leading to the following:
- Larger deal closures
- Increased promotion opportunities
Key Features of Aomni: Revolutionizing Sales with AI-Powered Tools
Aomni comes equipped with many features to help sales teams keep pace with the changing sales industry trends. Our key features include:
- AI-powered prospect and account research
- Comprehensive account mapping and planning
- Data-driven sales strategy development
- Automated call preparation
- Personalized AI agents for sales optimization
- AI chat interface for streamlined sales processes
- An AI-assisted Account Based Sales/Marketing campaign execution tool.
How Aomni Empowers B2B Sales Teams and Professionals
Aomni transforms how B2B sales teams operate, ensuring they enter every customer interaction fully prepared and strategically positioned for success. For individual sales professionals, Aomni provides the tools and insights needed to elevate their performance, close more substantial deals, and accelerate career progression.
Try our sales intelligence software for free today!
2. Lusha
Lusha is another B2B prospecting platform. It comes with a:
- Sales pipeline
- Prospecting
- Marketing features
Use Lusha’s prospect search to find potential leads that match strict data attributes, adding them to lists with one-click lead enrolment. You can also use their data enrichment and outreach features. SMBs may benefit from Lusha’s prospecting and sales pipeline features.
Boosting Team Performance with Analytics and Collaboration Tools
Collaboration tools also help managers improve team performance, including analytics that provide complete visibility into who has what leads in the pipeline.
Top features:
- Company intent data and job change alerts are available.
- Build qualified lists.
- Understand your ideal customer profile (ICP).
- Advanced filters like tech stack filtering.
- Data enrichment for your CRM (customer relationship management) software.
3. HubSpot
HubSpot is a sales, marketing, and operations tool. It is perhaps best known for its user-friendly CRM, but it also offers “hubs” for different suites of tools. The Sales Hub, for example, includes features like meeting scheduling, quotes and estimates, and an advanced CRM. HubSpot is an easy-to-use suite of tools that will take you from prospecting to client retention.
Why HubSpot is a Must-Have for Early-Stage Sales Teams
While other niche tools may offer additional features, HubSpot is well-rounded and a good tool to add to your tech stack early - Plus, the CRM is free.
Top features:
- Email marketing automation.
- Detailed and task-oriented CRM to help you track leads through the pipeline.
- Manage leads by assigning upcoming sales activities.
- Monitor call logs in the CRM.
- AI copywriting tools to streamline email outreach and messaging.
- Accept payments and manage subscriptions.
4. Pipedrive
Pipedrive is best for small businesses that need a robust core set of basic CRM features but don’t want all the fuss that comes with a more robust system. It lets you manage your leads, contacts, and deals in a clean, intuitive visual interface. One major issue preventing Pipedrive from having a higher score is its security. You only get notified about:
- Suspicious logins
- Potential data leaks
- Loss
These features are available if you have the Enterprise plan, which should come standard with any plan, no matter your CRM provider.
Pricing:
- You can try it out for free for 14 days, and pricing starts at USD 14.90 (CAD 20.67) per user per month when paid annually.
- With the Advanced plan and above, receive:
- Customizable email templates and signatures
- Email open and click tracking
- Email scheduling
- Video call scheduling
- Two-way email sync
Features:
- Lead management
- Deal Management
- Customizable sales pipelines
- 275+ apps and integrations
5. monday CRM
monday CRM offers a user-friendly interface with boards to organize projects and track customer activities. You can communicate with team members, visualize and analyze customer data, and use templates to simplify operations. monday CRM offers tons of scalability, enabling small businesses to run and manage any workflow as they grow. Best for small businesses that want highly visual, customizable, and intuitive software.
How monday.com Simplifies Sales Pipelines and Team Collaboration
Key features:
- Built-in monday AI assistant to whip up customer emails in a flash
- Intuitive dashboards to view sales forecasting, performance, and team goals
- CRM item page with a deal stages widget to give you a 360° view of your opportunities and exactly where they stand in your pipeline
- Customizable templates to make getting started easier
6. Salesforce
Salesforce is a household name in the CRM industry, known for its robust features and extensive customization options. It comes at a higher price point than other CRMs in the market. Best for small businesses that want an advanced CRM with comprehensive features and high levels of customization.
Key features:
- Over 1000 app integrations
- Pop-up wizard
- AI to personalize the user experience
7. LinkedIn Sales Navigator
LinkedIn has a huge global user base of 875 million members. Many of this user base are high-income earners currently “in the market” to buy products. Nearly 16 million people hold ownership or senior C-suite positions within their organizations. LinkedIn Sales Navigator is a sales tool designed to help you engage with prospects on this powerful platform.
Maximizing Prospecting Efficiency with LinkedIn Sales Navigator's Advanced Features
Core features include:
- Advanced search capabilities, which leverage filters such as:
- Job titles
- Organization size
- Company
- Custom prospect list building and management
- Here, you can take notes and get alerts about relevant prospect updates, such as job changes.
- They personalized prospect outreach via LinkedIn mail.
- LinkedIn Sales Navigator can tap the most important social media platform for B2B businesses. Here, you can find prospects with precision and ease.
8. PartnerTap
If you want to leverage your ecosystem, PartnerTap may be your solution. This enterprise solution among business partners enables:
This works via a simple three-step process:
- You sign up for the platform.
- Your data is automatically pulled from your customer relationship management system (CRM) or a CSV file.
- You then invite your partners to connect on the platform at no cost.
Building Strong Partner Relationships Through Data Sharing
Once you’ve done this, PartnerTap allows you to uncover overlapping customers, prospects, and opportunities within your ecosystem. That includes prospects of current customers of one or more of your partners. Plus, you (and your partners) have full control over what and how much data you share.
For many salespeople, partners are often an untapped or underutilized prospecting resource. PartnerTap provides a non-competitive, mutually beneficial system for uncovering opportunities throughout your partner ecosystem.
9. Apollo
Apollo is a sales intelligence and engagement platform that enables:
- Prospect discovery
- Outreach
- Management
The platform’s engagement features (especially those that leverage automation and AI) are incredibly powerful.
Building Strong Sales Pipelines with CRM Integrations
Core features include:
- A prospect database of over 250 million contacts. These prospects can also be filtered using 200+ attributes, including:
- Verified phone numbers
- Email addresses
- Job titles
- Prospect monitoring functionality. This alerts you of:
- Job changes
- Funding news
- Hiring decisions
- Artificial Intelligence (AI). This allows you to use the “Persona Lookalike” functionality that suggests prospects based on your ideal client persona.
- Apollo has multiple integrations. You can integrate your CRM, and Apollo also has a Chrome extension that allows you to find contact details of LinkedIn connections.
10. Zendesk Sell
Zendesk Sell is a CRM tool designed to help businesses manage their sales pipeline and customer interactions. The tool provides insights into customer behavior and sales performance, allowing businesses to make data-driven decisions to improve sales.
Zendesk Sell offers features like:
- Pipeline management
- Contact management
- Sales reporting
It integrates with other Zendesk tools like Zendesk Support and Zendesk Chat to provide a comprehensive customer support solution.
11. FreshSales
FreshSales CRM software offers various tools to enhance customer communication. It’s great for intuitively keeping track of and scoring leads. It also has an AI assistant, Freddy, to help businesses gain insights into their customer base by analyzing historical sales data, activities, and engagement. This software is best for small businesses that need to make data-focused decisions.
Boost Sales Efficiency with AI-Powered Insights and Custom Chatbots
Key features:
- Cards to highlight activities, calls, and meetings for actionable insights
- Custom chatbots to reduce chat drop-off
- AI assistant for lead scoring
Pricing:
- Free plan available for 3 users
- Growth Plan $9 /user/month, billed annually.
12. Magical
Magical is a selling automation tool that uses AI to streamline repetitive tasks. Their sales features focus on sales outreach, follow-up, negotiations, and admin automation. Use auto-fill features for data enrichment and let AI write the first drafts of customer response messages. While businesses must be careful with AI, especially since selling requires a human touch, AI can streamline sales processes. Whether generating a first draft of a follow-up message or automating prospect list building, time saved means more time nurturing leads.
Accelerating Sales Cycles with Data-Driven Outreach
Top features:
- Negotiation AI automation.
- AI-drafted follow-ups and response messages in seconds.
- Data enrichment and list building.
- Auto-send outreach messages across multiple platforms.
13. Freshworks
Freshworks is powerful sales CRM software that leverages AI to help small businesses close deals faster. It's included in this list for its intuitive interface, advanced automation capabilities, and AI-powered insights, making it ideal for growing sales teams.
Gaining Deeper Insights into Your Sales Pipeline
Key Features:
- Freshworks' AI-powered features are designed to boost sales productivity.
- Freddy AI offers deal recommendations to avoid last-minute bottlenecks.
- Automate tasks like:
- Sending emails
- Setting reminders
- Customer onboarding
- AI insights for superior lead tracking and management.
14. Insightly
Insightly is included in this list of best sales software for small businesses because it offers lead qualification, task management, and marketing automation features well-suited for small teams. Insightly's customizable reports and mobile access make it easy to track key sales metrics on the go, while its integrations with Gmail and Google Workspaces streamline workflow.
Nurturing Leads with Targeted Email Campaigns
Key Features:
These features are essential for small businesses to manage their sales pipeline efficiently:
- Automatically capture and store lead and customer data.
- Create and assign tasks to team members to move deals forward.
- Set up targeted email campaigns to nurture leads
- Generate custom reports to track sales performance
15. SalesRabbit
SaleRabbit is a field sales management solution focusing on door-to-door and field sales operations. It offers a range of tools and features to improve sales efficiency and effectiveness through:
- Lead management
- Territory management
- Collaboration
- Performance tracking
Specialized features such as data-driven canvassing help field sales teams excel at territory management, lead generation, and scoring. A calendar scheduler helps sales reps book meetings and maximize their workday. Tailored contracts and proposals ensure sales reps are empowered to close deals quickly, on the spot.
SalesRabbit also offers:
- Sales enablement solutions
- Goal setting
- Performance tracking
These elements help sales managers optimize territory sales growth. The solution also offers integrations with:
- Popular contact management
- CRM
- Marketing automation
- Contract management
- Industry-specific lead management solutions
This also helps unify customer data and streamline the sales process.
16. Meltwater
Meltwater is an online media monitoring and analysis software suite that captures data across different channels. Its sales intelligence tool is designed to help you improve the accuracy of sales outreach and boost sales revenue through competitive intelligence and automation.
Top features:
- Real-time alerts
- Customizable dashboards
- Competitive intelligence dashboard with access to an extensive contact database
17. Reply.io
Reply.io is primarily a sales communication and automation platform, heavily leveraging email and social media automation. You can set up email sequences to engage prospects and get early-stage product feedback from potential customers. Finding the right prospects can take plenty of time without the right tools, but so can engaging those prospects.
Analyzing Sales Performance to Identify Opportunities
A tool to help you strengthen your sales follow-ups and outreach can significantly reduce busy work for your sales team members, and data-driven insights can help you further optimize those campaigns.
Top features:
- Diverse contact options, including:
- Phone calls
- Social media outreach
- Automated email sequences targeting key decision makers. Analyze the campaign performance of each team member.
- You have automated lead generation—one hundred forty million contacts in Reply’s database.
- You have advanced search filters.
18. Leadfeeder
Leadfeeder is a B2B lead generation software with a tracker script to help you identify and monitor website visitors. Using Leadfeeder, you can Identify the companies that visit your site. Monitor prospect behavior while on your site. Score and qualify prospects based on their activity on your site and demographic filters. Set up email alerts based on predetermined criteria, such as “when X company visits your site.”
Enriching CRM Data with Leadfeeder Insights
Integrate with your CRM for data enrichment. Leadfeeder also provides a filterable contact database, which allows you to contact and engage with relevant leads. With Leadfeeder, prospects who visit your website have already shown some form of interest in your product or service. This makes them more likely to engage and convert during the outreach stage. With Leaderfeeder, you can identify people who are most likely to buy.
19. Signaturely
Signaturely is a free e-signature solution to get legally binding online signatures on forms, proposals, and agreements online. Signaturely’s simple interface allows you to add a space for a signature by uploading your proposal and adding the space for the signature online.
Then, you send it to the relevant parties through the platform to get signed. Signaturely collects legally binding signatures.
Why Do Small Businesses Need Sales Software?
Centralized Customer Data: A Hub for Sales Efficiency
Sales software stores all customer interactions in one central location accessible to your organization. This is especially helpful when prospects ask questions after an initial sales consultation. For example, let’s say a potential customer emails your sales rep about getting a quote for a roof replacement.
Your sales rep responds with a customized estimate and has a phone consultation to discuss project details.
Maintaining Consistent Customer Experiences Across Teams
The prospect seems interested but wants some time to think it over and review a few more options first. A week later, the customer called your office again with follow-up questions. But the sales rep who helped them initially isn’t available. Any member of your team can easily pick up that conversation, though.
The details of the initial interaction are logged in the system for anyone to reference. This centralized access makes your entire organization run more efficiently. With an integrated inbox, everything is noticed, and your team always has context before engaging customers.
Drive Sales With Sales Software
When you can see all your active leads and opportunities lined up together, you can better prioritize and focus your team’s efforts on the deals most likely to close. Sales software lets you track exactly where each lead is within your sales process. So you can tell if they need more nurturing or are ready for a proposal. These insights help you pursue suitable leads, ultimately guiding them down the funnel to close more deals.
Improve Customer Service
It’s been proven repeatedly that providing excellent customer service is critical for business growth. In fact, 96% of customers say customer service is a crucial factor when deciding whether to be loyal to a brand. With software centralizing customer interactions, anyone on your team can deliver personalized experiences.
Your customers will appreciate not having to repeat themselves whenever they talk to someone new from your business. They will feel well taken care of and valued. And they’ll keep coming back for more.
Increase Customer Retention
While we’re on customer relations, the work doesn’t stop once a sale is made. Keeping track of customers post-purchase is another benefit. You can continue to nurture those relationships as long as you’d like. Sales software gives you visibility into customer activity to quickly identify opportunities for further engagement.
Building Strong Customer Relationships Through Personalized Touchpoints
You can set tasks like Sending a thank-you email and conducting a customer satisfaction survey two weeks after project completion, calling customers 90 days later to inform them of warranty details, and offering a 10% discount on future services for any referrals. These small but meaningful touchpoints make a big difference in retaining happy customers who give you more business.
Enhance Team Collaboration
When your sales, marketing, and customer service teams constantly play phone tag or schedule meetings just to align, valuable time and energy are wasted. Sales software eliminates those inefficient back-and-forths.
Now, your staff can seamlessly work together. They can share relevant information and collaborate on the best ways to attract customers.
Increasing Sales Efficiency and Effectiveness with AI
Aomni is an AI agent platform that helps sales teams streamline account-based sales processes. Our solution empowers enterprise and strategic account executives to execute account-based sales and marketing strategies with unprecedented efficiency and effectiveness.
Aomni addresses critical pain points for sales managers whose Account Executives, Account Managers, and Customer Success Managers must perform better and include quotas. By leveraging our advanced AI technology, sales professionals can significantly enhance their preparation for customer conversations, leading to the following:
- Larger deal closures
- Increased promotion opportunities
Leveraging AI to Transform Sales Teams: Key Features of Aomni for Account-Based Sales and Marketing
Aomni has many features to help sales teams keep pace with the changing sales industry trends. Our key features include:
- AI-powered prospect and account research
- Comprehensive account mapping and planning
- Data-driven sales strategy development
- Automated call preparation
- Personalized AI agents for sales optimization
- AI chat interface for streamlined sales processes
- An AI-assisted Account Based Sales/Marketing campaign execution tool.
Empowering B2B Sales Teams and Professionals: How Aomni Enhances Sales Performance and Career Growth
Aomni transforms how B2B sales teams operate, ensuring they enter every customer interaction fully prepared and strategically positioned for success. For individual sales professionals, Aomni provides the tools and insights needed to elevate their performance, close more substantial deals, and accelerate career progression.
Try our sales intelligence software for free today!
Related Reading
5 Factors To Consider When Choosing A Sales Software
1. Lead and Opportunity Management: What to Look For
Sales software captures leads from:
- Web forms
- Social media
- Emails
It can help you categorize, score, and assign them to reps for follow-up. Automated workflows enhance conversion rates through lead nurturing.
2. Sales Process Automation: What to Look For
Sales reps automate with sales software tasks like:
- Follow-up emails
- Scheduling
- CRM updates
This saves time for building relationships and understanding prospects and ensures consistency in sales processes.
3. Sales Analytics and Insights: What to Look For
Sales software tracks metrics like:
These insights drive data-driven decisions, helping businesses identify areas for improvement and optimize sales strategies.
4. Integrations with Business Applications: What to Look For
Sales software integrates with other sales tools, enabling reps to communicate directly from the interface. It logs all communication history in the CRM for a comprehensive view of the customer journey, such as:
- Email providers
- Phone systems
- Messaging apps
5. Real-Time Data Insights: What to Look For
Live information maximizes sales visibility. Some tools track your prospect’s activities and website interactions in real-time, delivering notifications to your inbox in response to live events.
This allows you to capture:
- Buyer intent
- Reach out to customers at the right time
- Optimize your B2B sales strategy
Related Reading
Try Our Sales Intelligence Software for Free Today
Aomni combines artificial intelligence with sales intelligence software to help sales teams accelerate the process of closing accounts. The best part? Sales teams get to determine what Aomni focuses on, so the tool is completely customizable depending on your team’s specific needs.
Aomni helps take the guesswork out of sales, so sellers can confidently enter every conversation. With Aomni, you can say goodbye to the frustrating process of manually researching prospects and accounts before a call. Instead, let Aomni’s artificial intelligence do the heavy lifting for you. The software’s capabilities allow for quicker sales and more informed conversations that can lead to bigger deals and faster promotions.
Written by
