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20 Best Sales Processing Software for Small Business

December 11, 2023

Introduction

20 Best Sales Processing Software for SMBs

In today's competitive business landscape, small and medium-sized businesses (SMBs) need to find ways to streamline their sales operations to drive growth. One effective solution is investing in sales processing software that can automate and optimize various aspects of the sales process. These software solutions offer a range of features and benefits that can help SMBs improve their sales efficiency, manage customer relationships effectively, and ultimately boost their revenue.

In this article, we will provide an in-depth review of the top 20 sales processing software options available for SMBs. We will explore their key features, pricing, pros, and cons, allowing you to make an informed decision when selecting the right software for your business.

Table of Contents

The Role of Sales Processing Software in SMB Success

The Role of Sales Processing Software in SMB Success

Sales processing software plays a vital role in the success of SMBs by streamlining and automating the sales process. These software solutions offer a centralized platform that enables businesses to efficiently manage leads, track sales activities, and nurture customer relationships. By leveraging the power of these tools, SMBs can save time, reduce their manual workload, and focus on building meaningful connections with their prospects and customers.

Moreover, sales processing software provides valuable insights and analytics that allow businesses to make data-driven decisions. With real-time visibility into sales performance, SMBs can identify bottlenecks, optimize their sales strategies, and capitalize on growth opportunities. By adopting these software solutions, SMBs can level the playing field, compete with larger enterprises, and drive sustainable growth.

Key Selection Criteria for Sales Processing Software

When considering sales processing software for your SMB, it's essential to evaluate various factors to ensure you choose the right solution for your business needs. Here are some key criteria to consider:

Scalability and customization

One crucial aspect to consider is the scalability of the software. As your business grows, it's important to have a solution that can accommodate your expanding sales operations. Look for software that allows you to add users, customize workflows, and integrate with other business systems seamlessly.

Cost-Effectiveness

For SMBs, cost-effectiveness is a significant consideration. Compare pricing plans and evaluate the value you will receive from the software. Look for flexible pricing options that align with your budget and offer the necessary features to meet your sales requirements.

User friendliness and support

The usability of the software is essential to ensuring smooth adoption and user satisfaction. Look for intuitive interfaces and user-friendly features that require minimal training. Additionally, consider the availability of customer support and training resources to assist your team in getting up to speed with the software.

Integration Capabilities

SMBs often rely on a variety of tools and systems to run their business operations. It's crucial to choose sales processing software that seamlessly integrates with your existing tech stack. Integration capabilities enable data synchronization, eliminate manual data entry, and provide a cohesive view of customer information.

Industry-Specific Features

Different industries have unique sales requirements. Consider whether the software offers industry-specific features and functionalities that align with your business needs. Look for software that caters to your specific industry vertical to maximize the benefits and ensure a tailored solution for your sales processes.

Now that we've explored the key selection criteria, let's dive into a comprehensive review of the top 20 sales processing software options for SMBs.

1. Salesforce

Introduction

Salesforce is a leading sales processing software that offers a comprehensive suite of tools to manage the entire sales lifecycle. It is a cloud-based solution that provides SMBs with a robust platform to automate their sales processes, streamline collaboration, and enhance customer relationships.

Key Features

  • Lead and opportunity management
  • Contact and account management
  • Sales forecasting and analytics
  • Email integration and tracking
  • Customizable dashboards and reports

Pricing

Salesforce offers various pricing plans for SMBs, starting at $25 per user per month for their Essentials plan and going up to $300 per user per month for their Enterprise plan.

Pros

  • Extensive customization options
  • Scalable for businesses of all sizes
  • Third-party integrations with popular business tools
  • Robust analytics and reporting capabilities

Cons

  • A steep learning curve for beginners
  • Higher pricing compared to some competitors
  • Limited features in lower-tier plans

Get a free quote.

Ready to elevate your sales process with Salesforce? Click below to get your personalized quote and transform your sales strategy today!

Learn more about Salesforce

2. HubSpot CRM

Introduction

HubSpot CRM is a user-friendly sales processing software that offers a range of features to help SMBs streamline their sales operations. It provides a centralized platform to manage contacts, track deals, and automate sales tasks.

Key Features

  • Contact and lead management
  • Email tracking and templates
  • Deal and pipeline management
  • Task and activity tracking
  • Reporting and analytics

Pricing

HubSpot CRM offers a free plan that includes core features and is suitable for small teams. They also offer premium plans starting at $45 per user per month, which include advanced features and additional support.

Pros

  • user-friendly and intuitive interface
  • Seamless integration with other HubSpot tools
  • Extensive customization options
  • Robust reporting capabilities

Cons

  • Limited features in the free plan
  • Advanced features can be overwhelming for beginners.
  • Limited third-party integrations

Get a free quote.

Discover how HubSpot CRM can streamline your sales operations. Request your free quote now and take the first step towards sales excellence!

Learn more about HubSpot CRM

3. Zoho CRM

Introduction

Zoho CRM is a versatile sales processing software that offers a wide range of features to help SMBs manage their sales pipeline effectively. It provides tools for lead generation, contact management, and sales automation.

Key Features

  • Lead and contact management
  • Sales forecasting and analytics
  • Email integration and tracking
  • Workflow automation
  • Social media integration

Pricing

Zoho CRM offers various pricing plans, starting at $14 per user per month for their Standard plan and going up to $52 per user per month for their Ultimate plan. They also offer a free plan for up to three users.

Pros

  • Affordable pricing plans
  • Extensive customization options
  • Integration with other Zoho products
  • Mobile app for on-the-go access

Cons

  • Steeper learning curve for advanced features
  • Limited customer support in lower-tier plans
  • Some features require additional add-ons.

Get a free quote.

Unlock the potential of Zoho CRM for your business. Get your free quote today and start optimizing your sales pipeline!

Learn more about Zoho CRM

4. Pipedrive

Introduction

Pipedrive is sales processing software designed to help SMBs manage their sales pipeline and close deals more efficiently. It offers a visual interface that allows users to track deals, manage contacts, and automate repetitive tasks.

Key Features

  • Deal and pipeline management
  • Contact and lead management
  • Email integration and tracking
  • Sales forecasting
  • Customizable reporting

Pricing

Pipedrive offers various pricing plans, starting at $15 per user per month for their Essential plan and going up to $99 per user per month for their Advanced plan. They also offer a 14-day free trial.

Pros

  • intuitive and visually appealing interface
  • User-friendly customization options
  • Seamless email integration
  • Extensive reporting and analytics

Cons

  • Limited automation capabilities in lower-tier plans
  • Advanced features require higher-tier plans.
  • Limited third-party integrations

Get a free quote.

Elevate your sales game with Pipedrive. Click below for a free quote and see how it can revolutionize your sales process!

Learn more about Pipedrive

5. Insightly

Introduction

Insightly is a sales processing software that offers a range of features to help SMBs manage their sales and customer relationships effectively. It provides tools for contact management, pipeline visualization, and project management.

Key Features

  • Contact and lead management
  • Pipeline management
  • Task and project management
  • Email integration
  • Reporting and analytics

Pricing

Insightly offers various pricing plans, starting at $29 per user per month for their Plus plan and going up to $99 per user per month for their Enterprise plan. They also offer a 14-day free trial.

Pros

  • User-friendly interface
  • Integration with popular business tools
  • Customizable dashboards and reports
  • Project management capabilities

Cons

  • Limited automation features in lower-tier plans
  • Advanced features require higher-tier plans.
  • Some users report occasional system slowdowns.

Get a free quote.

Transform your customer relationships with Insightly. Request your quote now and begin your journey to better sales management!

Learn more about Insightly

6. Freshsales

Introduction

Freshsales is sales processing software that offers a range of features designed to help SMBs streamline their sales processes and improve customer relationships. It provides tools for contact management, lead scoring, and deal tracking.

Key Features

  • Contact and lead management
  • Deal and pipeline management
  • Email tracking and templates
  • Lead scoring and routing
  • Reporting and analytics

Pricing

Freshsales offers various pricing plans, starting at $12 per user per month for their Blossom plan and going up to $79 per user per month for their Forest plan. They also offer a 21-day free trial.

Pros

  • intuitive and user-friendly interface
  • Advanced customization options
  • Integration with popular business tools
  • Robust reporting and analytics

Cons

  • Limited automation features in lower-tier plans
  • Higher pricing compared to some competitors
  • Some users report occasional performance issues.

Get a free quote.

Take your sales to the next level with Freshsales. Get your personalized quote today and experience the difference!

Learn more about Freshsales

7. Copper

Introduction

Copper is a sales processing software designed specifically for G Suite users. It offers seamless integration with G Suite tools to help SMBs manage their sales pipeline, track deals, and automate sales tasks.

Key Features

  • Contact and lead management
  • Deal and pipeline management
  • Email integration and tracking
  • Task and activity tracking
  • Reporting and analytics

Pricing

Copper offers various pricing plans, starting at $25 per user per month for their Basic plan and going up to $119 per user per month for their Business plan. They also offer a 14-day free trial.

Pros

  • Native integration with G Suite
  • User-friendly interface
  • Intuitive contact and deal management
  • Customizable reporting and analytics

Cons

  • Limited customization options
  • Higher pricing compared to some competitors
  • Advanced features require higher-tier plans.

Get a free quote.

Integrate your sales process seamlessly with G Suite using Copper. Click below for a free quote and start optimizing your sales activities!

Learn more about Copper

8. Nimble

Introduction

Nimble is a sales processing software that offers a combination of contact management, social media integration, and sales automation features. It provides SMBs with a unified view of their contacts, allowing them to build and nurture relationships effectively.

Key Features

  • Contact and lead management
  • Social media integration
  • Email tracking and templates
  • Task and activity tracking
  • Reporting and analytics

Pricing

Nimble offers various pricing plans, starting at $19 per user per month for their Nimble Contact plan and going up to $25 per user per month for their Nimble Business plan. They also offer a 14-day free trial.

Pros

  • Social media integration for enhanced prospecting
  • User-friendly interface
  • Contact enrichment and insights
  • Seamless email and calendar integration

Cons

  • Limited customization options
  • Advanced features require higher-tier plans.
  • Some users report occasional sync issues.

Get a free quote.

Enhance your sales with the power of social media integration in Nimble. Request your quote now and start building stronger customer relationships!

Learn more about Nimble

9. Monday.com CRM

Introduction

Monday.com CRM is sales processing software that offers a visual and collaborative platform to help SMBs manage their sales pipeline and track deals. It provides customizable workflows and automation features to streamline sales processes.

Key Features

  • Deal and pipeline management
  • Contact and lead management
  • Task and activity tracking
  • Email integration
  • Reporting and analytics

Pricing

Monday.com CRM offers various pricing plans, starting at $39 per user per month for their Basic plan and going up to $79 per user per month for their Pro plan. They also offer a 14-day free trial.

Pros

  • user-friendly and visually appealing interface
  • Extensive customization options
  • Collaboration and team management features
  • Advanced reporting and analytics

Cons

  • Higher pricing compared to some competitors
  • Limited automation features in lower-tier plans
  • Some users report occasional system slowdowns.

Get a free quote.

Revolutionize your sales management with Monday.com CRM. Get your free quote today and unlock new sales opportunities!

Learn more about Monday.com

10. Keap (formerly Infusionsoft)

Introduction

Keap, formerly known as Infusionsoft, is a sales processing software designed for small businesses and solopreneurs. It offers a range of features to help SMBs automate their sales and marketing processes, nurture leads, and manage customer relationships.

Key Features

  • Contact and lead management
  • Email marketing automation
  • Sales pipeline management
  • Tasks and appointment scheduling
  • Reporting and analytics

Pricing

Keap offers various pricing plans, starting at $79 per month for their Grow plan and going up to $199 per month for their Infusionsoft plan. They also offer a 14-day free trial.

Pros

  • All-in-one sales and marketing automation
  • Customizable templates and campaigns
  • Robust reporting and analytics
  • Integration with popular business tools

Cons

  • Higher pricing compared to some competitors
  • A steep learning curve for beginners
  • Limited customization options in lower-tier plans

Get a free quote.

Streamline your sales and marketing with Keap. Click below for a personalized quote and take control of your business growth!

Learn more about Keap

11. Pardot

Introduction

Pardot is a sales processing software that focuses on marketing automation to help SMBs streamline their sales and marketing efforts. It provides tools to generate leads, nurture prospects, and track marketing campaigns.

Key Features

  • Lead generation and management
  • Email marketing automation
  • Landing page and form builder
  • Lead scoring and nurturing
  • Reporting and analytics

Pricing

Pardot offers various pricing plans, starting at $1,250 per month for their Growth plan and going up to $4,000 per month for their Plus plan. They also offer a free trial to test their software.

Pros

  • Robust marketing automation capabilities
  • Integration with Salesforce CRM
  • Customizable landing pages and forms
  • Advanced reporting and analytics

Cons

  • Higher pricing compared to some competitors
  • A steep learning curve for beginners
  • Limited features in lower-tier plans

Get a free quote.

Empower your marketing and sales with Pardot's automation. Request your free quote now and start nurturing your leads more effectively!

Learn more about Pardot

12. Salesflare

Introduction

Salesflare is a sales processing software that focuses on contact and relationship management. It offers a user-friendly interface and automation features to help SMBs streamline their sales processes and enhance customer relationships.

Key Features

  • Contact and lead management
  • Email tracking and automation
  • Deal and pipeline management
  • Task and activity tracking
  • Reporting and analytics

Pricing

Salesflare offers various pricing plans, starting at $35 per user per month for their small plan and going up to $70 per user per month for their large plan. They also offer a 14-day free trial.

Pros

  • user-friendly and intuitive interface
  • Seamless email integration and tracking
  • Automated data entry and enrichment
  • Customizable pipelines and workflows

Cons

  • Limited customization options
  • Higher pricing compared to some competitors
  • Limited third-party integrations

Get a free quote.

Simplify your sales process with Salesflare. Get your quote today and enjoy a more intuitive sales experience!

Learn more about Salesflare

13. EngageBay

Introduction

EngageBay is an all-in-one sales processing software that combines CRM, marketing automation, and customer service tools. It provides SMBs with a unified platform to manage their sales, marketing, and customer support processes.

Key Features

  • Contact and lead management
  • Email marketing automation
  • Deal and pipeline management
  • Live chat and help desk
  • Reporting and analytics

Pricing

EngageBay offers various pricing plans, starting at $8.99 per user per month for their Basic plan and going up to $47.99 per user per month for their Enterprise plan. They also offer a free plan for up to 1000 contacts.

Pros

  • all-in-one solution for sales, marketing, and customer service
  • Affordable pricing plans
  • intuitive and user-friendly interface
  • Customizable workflows and automation

Cons

  • Limited customization options in lower-tier plans
  • Some users report occasional system glitches.
  • Advanced features require higher-tier plans.

Get a free quote.

Unify your sales, marketing, and customer service with EngageBay. Click below for a free quote and explore its all-in-one capabilities!

Learn more about EngageBay

14. Close

Introduction

Close is a sales processing software that focuses on helping SMBs close deals more effectively. It offers a range of features to manage contacts, track communication, and automate sales tasks.

Key Features

  • Contact and lead management
  • Email and calling automation
  • Deal and pipeline management
  • Task and activity tracking
  • Reporting and analytics

Pricing

Close offers various pricing plans, starting at $29 per user per month for their basic plan and going up to $99 per user per month for their business plan. They also offer a 14-day free trial.

Pros

  • intuitive and user-friendly interface
  • Email and calling automation
  • Customizable pipelines and workflows
  • Advanced reporting and analytics

Cons

  • Limited customization options
  • Higher pricing compared to some competitors
  • Limited third-party integrations

Get a free quote.

Close more deals efficiently with Close. Request your personalized quote now and start enhancing your sales communication!

Learn more about Close

15. Freshworks CRM

Introduction

Freshworks CRM is a sales processing software that offers a range of features to help SMBs optimize their sales processes and improve customer relationships. It provides tools for contact management, lead generation, and deal tracking.

Key Features

  • Contact and lead management
  • Deal and pipeline management
  • Email integration and tracking
  • Workflow automation
  • Reporting and analytics

Pricing

Freshworks CRM offers various pricing plans, starting at $29 per user per month for their Blossom plan and going up to $125 per user per month for their Estate plan. They also offer a 21-day free trial.

Pros

  • intuitive and user-friendly interface
  • Seamless integration with other Freshworks products
  • Customizable workflows and automation
  • Advanced reporting and analytics

Cons

  • Limited customization options in lower-tier plans
  • Higher pricing compared to some competitors
  • Some users report occasional performance issues.

Get a free quote.

Optimize your sales process with Freshworks CRM. Get your free quote today and experience advanced sales automation!

Learn more about Freshworks

16. Nutshell

Introduction

Nutshell is a sales processing software that offers a range of features to help SMBs streamline their sales processes and improve collaboration. It provides tools for contact management, deal tracking, and team management.

Key Features

  • Contact and lead management
  • Deal and pipeline management
  • Email integration and tracking
  • Task and activity tracking
  • Reporting and analytics

Pricing

Nutshell offers various pricing plans, starting at $19 per user per month for their Starter plan and going up to $35 per user per month for their Pro plan. They also offer a 14-day free trial.

Pros

  • user-friendly and intuitive interface
  • Customizable workflows and automation
  • Collaboration and team management features
  • Advanced reporting and analytics

Cons

  • Limited customization options
  • Some users report occasional system slowdowns.
  • Higher pricing for advanced features

Get a free quote.

Boost your sales collaboration with Nutshell. Click below for a free quote and see how it can transform your team's performance!

Learn more about Nutshell

17. Less annoying CRM

Introduction

Less Annoying CRM is a simple and user-friendly sales processing software that offers essential features to help SMBs manage their sales processes effectively. It provides tools for contact management, lead tracking, and task management.

Key Features

  • Contact and lead management
  • Task and activity tracking
  • Email integration
  • Customizable pipelines
  • Reporting and analytics

Pricing

Less Annoying CRM offers a single pricing plan of $15 per user per month. They also offer a 30-day free trial and do not require any long-term contracts.

Pros

  • user-friendly and straightforward interface
  • Easy setup and customization
  • Affordable pricing
  • Excellent customer support

Cons

  • Limited advanced features
  • Limited third-party integrations
  • Basic reporting capabilities

Get a free quote.

Simplify your sales management with Less Annoying CRM. Request your quote now and enjoy a hassle-free CRM experience!

Learn more about Less annoying CRM

18. Streak

Introduction

Streak is a sales processing software that integrates directly with Gmail to provide a CRM solution for SMBs. It offers a range of features to help businesses manage their sales pipeline, track deals, and automate sales tasks.

Key Features

  • Contact and lead management
  • Deal and pipeline management
  • Email integration and tracking
  • Task and activity tracking
  • Reporting and analytics

Pricing

Streak offers various pricing plans, starting at $49 per user per month for their Professional plan and going up to $129 per user per month for their Enterprise plan. They also offer a free plan with limited features.

Pros

  • Seamless integration with Gmail
  • User-friendly interface
  • Customizable pipelines and workflows
  • Advanced reporting and analytics

Cons

  • Higher pricing compared to some competitors
  • Limited features in lower-tier plans
  • Some users report occasional system glitches.

Get a free quote.

Integrate CRM directly into your Gmail with Streak. Get your free quote today and streamline your sales pipeline!

Learn more about Streak

19. Apptivo CRM

Introduction

Apptivo CRM is a sales processing software that offers a range of features to help SMBs streamline their sales processes and manage customer relationships. It provides tools for contact management, deal tracking, and task management.

Key Features

  • Contact and lead management
  • Deal and pipeline management
  • Task and activity tracking
  • Email integration and tracking
  • Reporting and analytics

Pricing

Apptivo CRM offers various pricing plans, starting at $8 per user per month for their Premium plan and going up to $20 per user per month for their Ultimate plan. They also offer a 30-day free trial.

Pros

  • user-friendly and intuitive interface
  • Customizable workflows and automation
  • Integration with popular business tools
  • Advanced reporting and analytics

Cons

  • Limited customization options in lower-tier plans
  • Higher pricing for advanced features
  • Some users report occasional system slowdowns.

Get a free quote.

Customize your sales process with Apptivo CRM. Click below for a personalized quote and start tailoring your CRM to your needs!

Learn more about Apptivo CRM

20. Insightech

Introduction

Insightech is a sales processing software that offers a range of features to help SMBs optimize their sales processes and improve customer relationships. It provides tools for contact management, lead tracking, and deal management.

Key Features

  • Contact and lead management
  • Deal and pipeline management
  • Email integration and tracking
  • Task and activity tracking
  • Reporting and analytics

Pricing

Insightech offers various pricing plans, starting at $15 per user per month for their Starter plan and going up to $45 per user per month for their Enterprise plan. They also offer a 14-day free trial.

Pros

  • user-friendly and intuitive interface
  • Customizable workflows and automation
  • Advanced reporting and analytics
  • Integration with popular business tools

Cons

  • Limited customization options in lower-tier plans
  • Higher pricing compared to some competitors
  • Some users report occasional system glitches.

Get a free quote.

Discover the power of data-driven sales with Insightech. Request your free quote now and leverage analytics for better sales results!

Learn more about Insightech

Conclusion

Choosing the right sales processing software is crucial for SMBs to streamline their sales operations and drive business growth. With a comprehensive review of the top 20 sales processing software options for SMBs, you can now make an informed decision based on your business needs, budget, and industry requirements.

Remember to consider scalability, cost-effectiveness, user-friendliness, integration capabilities, and industry-specific features when selecting the software that aligns best with your business goals. Leverage the power of these sales processing software solutions to optimize your sales processes, improve customer relationships, and propel your SMB towards success.

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