Small companies might find it impossible to compete in a big modern sales world full of sharks with huge audiences and notable achievements.
Unless they have special sales tools that help gain a competitive advantage!
Remember, no matter the size of the company or the field of activity, each sales manager should have a list of software to optimize and automate work processes. This will help sales departments work more efficiently, productively, and rapidly grow in sales.
So fret not! We’ve prepared a list of the best sales tools (13 categories with a total of 40 platforms) that can be a perfect fit for small companies in terms of budget and valuable features.
Outline:
Sales tools are apps, extensions, services, platforms — everything you can use to improve the efficiency of the existing sales system, automate processes, and facilitate the work of your sales department.
What do you gain from using these tools? Improved sales, increased revenue, and overall business growth!
Sales tool categories typically include customer relationship management (CRM), sales analytics, sales prospecting, sales acceleration, video conferencing, email search, phone number search, outreach automation, etc.
Let’s dive deeper into some of the examples!
It’s time to fill your sales funnel with quality targeted leads. Here are some of your helpers in this not-so-easy task.
With Snov.io Email Finder, you can search for target email addresses by name, domain, custom domain list, company name, social URL, job titles, professional skills, and location.
The service offers two Chrome extensions: Email Finder extension to collect emails connected to any website and LI Prospect Finder extension to extract email addresses from LinkedIn.
The email search process takes a few seconds, and you get an email address list that can be exported in CSV, XLSX, or Google Sheets formats.
On top of it, Email Finder comes with an in-built Email Verifier offered on the same platform, which makes lead verification processes a piece of cake!
Pricing: Forever-free plan (50 credits/mo). Paid plans start at $39/mo (1,000 credits).
AeroLeads allows you to find email addresses, business phone numbers, and corporate segment data via its app and Chrome extension. Use it for individual email search, bulk email search, and collect as many as 15 data points like full name, job title, location, etc.
And with the tool’s integrations, you can export the data to Salesforce, HubSpot, Pipedrive, and other favorite platforms with just one click.
By the way, this software has a built-in bounce analysis feature that detects account abuse, fake domains, spam traps, and disposable emails. And the team behind it offers excellent support to its users via chat, email, and phone.
Pricing: A free trial with ten credits. Paid plans start at $49/mo (1,200 credits).
Using Hunter.io, you can find emails in a database of over 67 million public sources and then check their validity.
Working with this email extractor tool, you can set filters and run the search by the name or domain of the companies, the name of the employee and the company’s domain, and the list of names and domains.
Just like the above two platforms, Hunter.io has a Chrome extension you can use to find email addresses on any website without having to switch between the tabs all the time. And there’s Email Verifier, too!
Pricing: 50 searches/mo with a freemium plan. Paid plans start at $49/mo (500 searches).
These come in handy if you use cold calling as your primary sales strategy and want to contact the client first, without waiting for them to find you. The purpose of cold calls is to filter and expand the base of potential customers.
Here are some helpful platforms to stick to:
Whitepages is an easy-to-use tool to search for people online, run background checks, and find contact information for anyone you need. Here you can find a person’s phone number by entering their name and location.
It only works to find people in the United States, but if that’s what you need, Whitepages will be of great help in finding landline and mobile numbers. It also provides a reverse phone lookup feature to determine who owns a phone number, their location, name, and possibly associated businesses.
Pricing: Landline phone numbers are available free of charge. Access to premium contact information such as cell phone numbers starts at $4.99/mo (20 searches).
People Search and Yellow Pages are the two key features we will focus on.
People Search is updated every week with phone numbers of people from all over the United States. For the best results, we recommend you to enter the first and last name along with the zip code of the person whose phone number you need.
Meanwhile, the Yellow Pages feature is used to find local businesses in the US with maps and basic information, including phone numbers. All you need to do is enter their name or category.
Pricing: Free.
BeenVerified is a tool that gives users an easy and affordable way to get information about their people of interest.
With just a person’s first/last name, city, and state, you can quickly get lead data through your computer or mobile device (iOS or Android).
Use a People Search feature to create detailed reports for prospects, including contact information like a phone number, home address, email, and more. The tool may also provide details on the person’s social media accounts and criminal record.
In addition to People Search, BeenVerified also offers six other products to its users, such as Unclaimed Money, Vehicle Lookup, Username Search, Address Lookup, Email Lookup, and Reverse Phone.
Pricing: $1–$5 for a 7-day trial period; $26.89 for a 1-month membership.
Using a CRM, sales managers don’t just track the sales funnel for each customer. They know everything they need about the client – name, age, residence, marital status, what and where they like to buy, financial capabilities, etc. This increases the chances of successfully closing each deal.
A simple yet very functional CRM suitable for small business owners!
With this CRM, you can focus on the most profitable deals and organize your sales process from scratch. As such, you can find contacts of prospective customers, verify them, create deals, build pipelines with up to 100 stages, monitor each stage of the interaction with leads, and quickly convert them into loyal customers.
Besides, the tool helps your team align their efforts for closing more deals by allowing them to share notes and templates. And as a sales manager, you can assign roles to your reps and monitor the progress of all team members.
You can learn more about Snov.io CRM by watching this video:
Pricing: Free.
Another great CRM that’s perfect for small sales teams!
Pipedrive simplifies the overall sales process by redesigning how your leads and prospects are displayed in pipelines. It provides a holistic approach to closing sales deals, giving everyone in the team access to each process to help them stay up-to-date with new developments.
Another unique thing about Pipedrive is its ability to make employee plans to help them stay on track with customer dealings. It’s super easy to set up and integrates well with other applications.
Pricing: 14-day free trial. Paid plans start at €15/mo.
Of course, we can’t help but mention this award-winning CRM!
The platform boasts a wide range of features, like sales force automation, process management, sales enablement, performance management, predictive sales, and much more.
The data here is stored in secure storage, like in any bank, and the service also provides tools for marketing and customer support activities, combining all these modules into a single business system.
Zoho CRM helps you track your sales to automate your processes further and close more deals in less time. With it, you’ll be able to leverage existing customer data for future up-sales and cross-sales.
Pricing: 15-day free trial. Paid plans start at €20/mo.
Organizing a meeting online is much cheaper than an offline meeting! And in today’s reality, sometimes it’s the only way to connect with your clients and business partners.
Apart from calls, of course… But video conferencing is hands down superior to conference calls. You can better involve and win over a potential client during the conversation, build trusting relationships, and ensure online communication is as close as possible to communication at a regular meeting.
Zoom is one of the most popular cloud platforms for video conferencing, web conferencing, webinars, and unified communications. It supports HD audio and video calling and content sharing with 1,000 meeting attendees. Zoom also syncs to your calendar via Outlook, iCal, and Gmail.
In Zoom, you can use tools such as touch-ups on your appearance and virtual backgrounds to hide imperfections that could negatively affect your communication with clients. Plus, you can password protect and encrypt your chats so your Zoom data will never be lost. You can even access archives from years ago!
Pricing: Free for meetings of up to 100 people and up to 40 minutes. Paid plans start at $14.99 per host monthly.
GoToMeeting is a video conferencing, meeting, demonstration, presentation, and brainstorming service. One of its main advantages is that it supports cloud recording, which means you don’t need to save recordings on your local computer —a plus if you are struggling with disk space. Additionally, GoToMeeting automatically backs up chats and transcripts.
Some other features worth mentioning are screen sharing, mobile conferences, note-taking, and personal meeting rooms. There’s a mobile app, too, which means you can present and share your screen from the comfort of your smartphone (or a tablet). And yes, mobile conferences are cloud recorded as well.
Pricing: Paid plans start at $16/mo.
Google Meet is a business communications service that makes setting up a secure video meeting and creating group chats so easy! It works not only in web browsers but also on mobile platforms, so you can efficiently conduct negotiations directly from your smartphone.
What’s even better, Google makes enterprise video conferencing available to everyone, free of charge. Now anyone with a Google account can have a video call with up to 100 people and up to 60 minutes.
Companies with more extensive needs can enjoy advanced features, including hosting meetings with up to 250 users and broadcasts with 100,000 viewers per domain.
Pricing: Forever-free plan. Paid plans start at $8 per user monthly.
In the current landscape of remote work, effective virtual meetings play a pivotal role in fostering team collaboration.
The meeting assistant of Krisp stands out as an innovative solution that aims to elevate the virtual meeting experience, presenting advanced functionalities that reshape how remote teams collaborate.
Functioning as an additional layer, this assistant heightens communication during meetings through cutting-edge AI capabilities. Krisp’s AI technology actively eliminates background noise on both ends of the call, ensuring clear audio quality, even in less-than-ideal environments.
The assistant excels in identifying and distinguishing speakers, offering visual cues or transcript highlights to indicate the speaker.
Pricing: There is a free plan and paid plans start at $8/mo.
Customer surveys are essential to the success of every sales force. They make it possible to quickly respond to the market situation and timely coordinate the development strategy and work of the company.
But they should never be done randomly! This process requires a competent and thoughtful approach. You need to understand each survey’s goals, select a survey form, and, of course, choose a tool that will help you in this matter.
SurveyMonkey is one of the most popular platforms for creating online surveys, which has a panel of respondents to conduct research.
You can design surveys and send them out to your users via weblink, email, chat, or social media. The collected data (search, structuring, visualization, unloading) can be processed directly on the platform.
Besides, the service gives its users a possibility to work on forms collectively. There’s an export of answers to XLS, PDF, PPT, CSV, and you can integrate your data with your most-used apps.
Pricing: Paid plans start at €30/mo.
Typeform is an easy-to-use service to get customer feedback, conduct surveys of any type and complexity, and create other web forms.
With it, you can even create a multi-page survey with various test forms, inline images, and videos. That is, you can do everything to make it attractive for people to answer. By the way, the received polls can be viewed on any device, including smartphones.
Last but not least, Typeform provides analytics on web forms. You can see responses, analyze the average time of the survey, identify from which devices users took it, and how many refused the survey.
Pricing: Free data plan available. Paid plans start at $29/mo.
Woorise is an interactive content solution tool that lets you easily create promotional campaigns, including forms, quizzes, landing pages, viral giveaways, contests, and many more.
It allows you to build multi-page surveys with various survey type fields, question types, inline pictures, videos, and conditional logic rules, as well as to customize them to reflect your brand. You can get full summaries of the survey findings in real-time or export all the data to a CSV file for deeper analysis.
In addition, Woorise features include a strong landing page and form builder, 40+ fields and thousands of social actions, 100+ interactive templates, personalized thank-you pages, email notifications in real-time, built-in analytics, and multi-language support.
Pricing: Free data plan available. Paid plans start at $29/mo.
Simple surveys or tiered tests have never been so easy to create on PCs and smartphones!
With Google Forms, you can insert images and videos, create your designs, or choose a template for free from a large number of available ones.
The statistics of the survey results are displayed directly in the form and can be formatted into a table. In addition to the questionnaire responses, you can also collect respondents’ emails.
As for disadvantages, inserting Google Forms into the website will only work with a link. But on the other hand, the number of surveys is unlimited, and the form itself doesn’t need to be downloaded, sent to your clients, and received from them by mail.
Pricing: Free for anyone with a Google account.
Email marketing is a tried and true strategy to grow your business that has proven its worth for decades. But you need to choose a suitable tool for your business to skyrocket.
The Snov.io Email Drip Campaigns tool can help you save time reaching your target audience. Using it, you can plan, design, and send drip campaigns based on specific actions and triggers.
Email Drip Campaigns tool has an easy-to-use interface that allows you to run multiple trigger campaigns according to their requirements efficiently. You can select appropriate triggers for each subsequent email and reach a large number of leads in one click.
Another interesting feature of Snov.io Email Drip Campaigns is an unlimited number of emails, ready-made templates, the ability to run email A/B testing, and analytics, where you can see the number of email opens, link clicks, and unsubscribes.
Pricing: 100 unique recipients on a free plan. Paid plans start at $39/mo (5,000 recipients).
Reply.io is a sales automation platform that helps businesses optimize email communication with clients and generate more leads. With this platform’s suite of tools, you can automate email campaigns, social interactions, calls, and tasks according to your sales plan.
In addition, Reply.io has ready-made email templates for users, which can significantly speed up the launch of campaigns.
Another nice bonus is AI features, like sorting emails into six default folders. Thanks to these features, you can focus on the most promising potential customers, which means that your work will ultimately yield more results.
Pricing: 14-day free trial. Paid plans start at $70/mo per user.
FunnelBake is an email sending tool that helps automate cold email outreaching and move your prospects smoothly through your sales funnel. With it, you can automate follow-ups, personalize email templates with custom fields, schedule emails to be sent later, and more!
FunnelBake is very easy to use! In a matter of minutes, you will understand how you can start sending mailings, set up triggers, and choose the exact date and time you’d like your prospects to receive your email.
Besides, the platform offers deep analytics that will track all your campaign metrics — the time your emails were sent, delivered, read, replied to.
Pricing: 14-day free trial. Paid plans start at $9/mo per seat (2,500 contacts with advance inbox).
Collecting timely payments is a complex task that doesn’t need to be handled manually. You just need to choose the best billing software to create accurate invoices, automatically track customers, conduct regular billing, and assist your small business with accounting and tax processes.
QuickBooks is a popular invoicing and bookkeeping software that efficiently integrates your accounting data to help you track all transactions. In addition, it provides access to sales and customer management modules, allowing you to keep all invoices in one place.
With this software, you can easily customize reports, schedule calendar events, and send them to various stakeholders. And thanks to its 650 third-party integrations, you can eliminate tedious data entry, automate accounting tasks, and add more features by integrating the service with your existing business applications.
Pricing: 30-day free trial. Paid plans start at $4/mo.
Zoho Books allows small businesses to automatically create and submit professional invoices and purchase orders, keep track of inventory, and create and manage their customer and supplier contacts directly from the platform.
With Zoho Books, you can manage your data, store it on your local server and in secure external data centers, and restore it at any time. What’s more, it performs regular automatic data backups.
Pricing: Free plan for companies with an income of less than $50,000 per year. Paid plans start from €12/mo.
Wave is another powerful billing software on this list that allows small businesses to easily create and send professional invoices in seconds, as well as set up recurring invoices and credit card payments.
The considerable advantage of Wave is that it saves time through automatic invoicing and reminders.
In addition, you’ll be able to track the status of invoices on the go via the iOS and Android mobile apps and receive updates whenever an invoice is viewed, due, or paid.
Pricing: Free.
For those seeking a straightforward and reliable solution for creating and managing invoices, the Invoice Simple invoice generator offers a user-friendly interface that simplifies the invoicing process.
Whether you’re a freelancer or a small business owner, this tool helps generate professional-looking invoices with ease, ensuring you can focus more on your business activities.
Pricing: Free
Daily routine tasks such as content sharing and management can sometimes drive you crazy if done manually and in different programs. But if you stock up on tools to simplify, automate, and combine these processes in one place, then such monotonous yet essential tasks will no longer burden you.
Bit is a one-stop document collaboration platform. Here you can use a smart editor to create interactive documents in real-time. Meanwhile, a robust digital content library will keep all of your content in one place and allow keeping track of documents so your sales team can see how people interact with the documents they share.
Your entire team can collaborate while using this platform for smart notes, research, and analysis of customer results. It doesn’t matter whether you are in the same office or in different countries; you’ll interact as one holistic working mechanism and achieve better results in the end.
Pricing: Free plan (up to 5 members). Paid plan starts at $12/mo (unlimited members).
Allbound is an all-in-one platform that helps you automate routine partner network content management and distribution tasks. With the power of its Content Management tool, you can share and manage any of your learning and marketing content with your partners at scale.
As a big plus, you’ll be able to analyze how your partners interact with the content you share and improve it for future use based on the helpful insights. Here’s the data you can get:
Privacy and access control is the next great feature of Allbound software. Its rich possibilities to set content access rules for your team and partners will allow you to avoid many problems with content sharing and privacy.
Pricing: Upon request.
WordPress is one of the most popular CMS builders globally, where you can quickly create your site and edit its content. Numerous companies work with it because it is easy to use and has a lot of ready-made templates for websites.
Typically, this CMS is used to create a blog to promote brands through relevant SEO-optimized content. You can also use it to make your online store, news site, or any other type of website.
WordPress has an intuitive interface, so you won’t have any difficulty working with it. The web application allows site owners, editors, and authors to manage and post content without any programming knowledge.
Pricing: Paid plans start at $7/mo.
Why are contract lifecycle management platforms (CLM) necessary? They allow your sales team to decrease financial and audit risks and increase their closing speed, significantly saving them time.
Concord makes it easy to negotiate and take control of your contract lifecycle management. It offers features such as the ability to build templates, use pre-approved templates for faster contract creation, use contract approval workflows, and have discussions with stakeholders and other reviewers within the platform.
Concord’s version control feature ensures all users get the most up-to-date document version.
Your customers can edit, view, and sign the contract electronically at no extra pay. The software also has a built-in e-signature solution that minimizes the continuous CLM process and eliminates the need to sign an on-site agreement.
Pricing: Free trial period. Paid plan starts at $17/mo (per user).
PandaDoc is an all-in-one document workflow solution that automates the contract management process. The software offers built-in electronic signatures, numerous integrations, ready-made contract templates, and the ability to upload your own templates.
PandaDoc is ideal for those who need to submit multiple contracts in a single transaction. The tool automatically transfers client metadata from an existing document to a new one.
In addition to drafting new contracts, the software takes care of contract renewals thanks to renewal notification emails.
Pricing: 14-day free trial. Paid plan starts at $29/mo (per user).
This one is a game-changer for small businesses!
Proposify is a proposal builder and contract management tool that allows you to design and build quotes quickly and efficiently. In addition to having a content library for your media and electronic signature support for documents, you can create templates and collect payments.
Its metrics function lets you track the proposal progress and see who’s viewed your documents. Meanwhile, with its integrations (e.g., Stripe, HubSpot, QuickBooks, etc.), you can connect the tool with your customer relationship management tool of choice and close deals faster.
Pricing: Forever free plan. Paid plan starts at $49/mo (per user).
Today the whole world is moving towards customer-centric sales, whereby you’re not selling, you’re providing value to your customers – before they purchase and right after. Since your goal as a salesperson is not just to turn a prospect into a customer but to retain them, you need to provide them with impeccable customer service.
Zendesk is an easy-to-use yet powerful platform that helps provide the best customer service for small and big businesses.
The tool provides terrific opportunities for customer service automation and encompasses a range of compelling features such as ticket routing, live chat software, tracking and reporting, a self-service portal, and a knowledge base.
In addition, Zendesk offers a sales CRM solution, so switching from sales to customer service won’t be hard. And if you want to sync this tool with your solution, you’ll be surprised by how easy it is. The platform offers integration options, including code and no-code functionality.
Pricing: 30-day free trial. Paid plans start at $19/mo.
Groove is a tool built around email-based customer support. So if your team primarily uses email to provide customer service, the platform will be very handy.
Groove uses shared, multichannel inboxes that allow customer service agents to organize and track customer communications via email, phone, Facebook, Twitter, and chat. Apart from that, the platform enables tagging conversations for future reference, offers a bank of canned replies to save time, and powers your customer service possibilities with a knowledge base.
Pricing: 14-day free trial. Paid plans start at $60/mo.
If you prefer helping your customers through social media, Sprout Social is just the right solution for you. Its specially tailored CRM tool enables you to provide responsive customer service and personalized care via social media channels – Facebook, LinkedIn, Instagram, and Twitter.
Sprout allows you to make detailed customer profiles, keep a complete conversion history with them with full transparency to the whole team, and get insights into improving the quality of your customer care from smart reports. On top of that, the tool integrates with other solutions such as Zendesk and HubSpot.
Pricing: 30-day free trial. Paid plans start at $99/mo.
In sales, you can’t be isolated from your team; that’s a fact. Teamwork helps you streamline your sales productivity, which doesn’t pertain to your cooperation within a sales department only. You should also align your processes with the marketing team to ensure a smooth handoff of leads and achieve common goals.
Slack is probably the most well-known tool for team communication on the market. It allows you to make separate channels for different teams and projects, sharing messages individually and with groups. What is more, you can create simple polls in Slack.
Managing communication in Slack is easy: you can add new and remove irrelevant members within several clicks. On top of that, this tool boasts many integration options and opportunities for video conferencing, so you can host meetings with your colleagues.
Pricing: Slack has a forever-free plan whereby you’ll get access to 10,000 most recent messages and be able to connect to 10 apps. Paid plans start at $6.67/mo.
Chat. Meet. Call. Collaborate. That’s the motto of Troop Messenger, the tool that brings your team together through instant messaging. It allows you to connect with one another via direct messaging, group conversations, calling, conferencing features, and more.
Troop Messenger makes your team communication super comfortable: you can adjust your layout individually, create audio messages, join ongoing calls, get access to all files of this collaboration platform and never worry about privacy and security – the service will protect your intellectual property.
Pricing: 7-day free trial. Paid plans start at $5/mo.
Chanty is an AI-powered team collaboration tool for small and medium-sized companies that offers secure unlimited messaging. What makes this platform a great finding for a sales team is not just the option to instantly communicate with each other but also the possibility to create and manage tasks.
Owing to its Teambook feature, all your files, links, tasks, and conversations will be organized into folders, so you can easily access them whenever you need them. Meanwhile, you can be sure all your data will be protected.
Finally, you can connect Chanty with numerous apps through Zapier and gain even more value from this tool.
Pricing: Chanty has a forever-free plan for teams with up to 10 members. Its business plan costs $4/mo.
Scheduling sales calls and meetings can take a lot of time and nerves as you’ll need to keep it all in your head, which is a tricky thing, indeed. There are hundreds of tools that can come in handy in this case. Here are some of them:
Accessible, simple, popular. Google Calendar is the first tool that comes to mind when you need scheduling. You can definitely start with this tool and sync it with the software you already use.
For example, in Snov.io CRM, there is a wonderful option to integrate all tasks with Google Calendar. This way, you’ll avoid the hassle of switching between tools, avoid double booking, and never again waste time manually organizing your tasks and events across two calendars.
Pricing: Google Calendar is absolutely free.
Calendly is a fully automated scheduling tool that will save you and your prospects lots of time booking sales appointments. All you have to do is set availability preferences, share the link, and let your prospects choose the date and time that suits them best.
Calendly allows scheduling meetings without calendar conflicts, whereby reminders go out automatically. And if you want to reschedule your appointment, it’s effortless with this tool. People like Calendly for its user-friendly design, simplicity, and value – it enhances your productivity considerably.
Pricing: 14-day free trial. What’s more, there is a forever-free plan with basic features. Paid plans start at $10/mo.
Appointlet is a popular scheduling tool designed for small and midsized companies. Like Calendly, it allows you to adjust the appointment time that best fits your and your prospect’s schedule.
In addition, Appointlet boasts dozens of integrations with various apps and tools, including those you might be already using, such as Google Calendar, Zoom, or your CRM.
Pricing: Appointlet has a forever-free plan whereby you’ll get all the essential features you need for easy scheduling. A premium plan with advanced features will cost you $10/mo.
Your sales team needs these tools as air to take control of its performance and get insights into improving the sales results in the future. They help you with sales performance analytics, sales planning, and forecasting.
Atrium is a proactive data-driven sales management platform that empowers sales managers to use metrics for improving team performance. It allows you to monitor team KPIs and fix issues before they become problems.
What makes the tool super convenient is the possibility to embed metrics and dashboards in documents, decks, and meeting invites, as well as sending them via email and Slack. Atrium lets you instantly connect to the systems where rep performance data resides.
Pricing: Unfortunately, Atrium’s website has no available information on pricing plans. However, you can ask for it personally through a live chat.
Known as a gamification-based sales performance management software, Hoopla will help you boost the effectiveness of your sales team through competition and rewards.
It allows you to track individual and team progress, see real-time feedback and alerts, know your team’s top performers, find out what motivates the most successful salespeople, create custom sales coaching programs, and get valuable insights from system-generated reports.
Pricing: Hoopla offers a free trial. Pricing plans start at $22/mo.
Performio is a sales commission and performance management software with an abundance of features for clever commission tracking, results reporting, and forecasting, i.e., everything you need to boost your sales team performance.
It will accurately calculate your sales reps’ commissions, allow you to import data from any source, and showcase the reports with dynamic dashboards, so you can get a real-time view of your sales team’s performance and think of better ways of improving it.
Pricing: There is no open information about pricing plans on Performio’s website, but you can schedule a custom demo.
We’ve put together the best sales tools to help you close deals more easily. Your task now is to choose the best solution for your team, considering both the financial side and the features these tools should have.
It’s time to act, win, and grow your business!
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