20 Best Sales Analytics Software Shortlist
Here's my pick of the 20 best software from the 24 tools reviewed.
With so many different sales analytics software available, figuring out which is right for you is tough. You know you want to identify patterns and relationships within your sales data to make data-driven decisions but need to figure out which tool is best.
I've got you! In this post I'll help make your choice easy, sharing my personal experiences using dozens of different sales analytics tools with various teams and accounts, with my picks of the best sales analytics software.
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Best Sales Analytics Software Summary
This comparison chart summarizes pricing details for my top sales analytics software selections to help you find the best one for your budget and business needs.
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best sales analytics software with integrated CRM data | Free plan available | From $15/user/month (billed annually) | Website | |
| 2 | Best sales analytics software for live sales coaching | Not available | Pricing upon request | Website | |
| 3 | Best sales analytics software for AI-driven insights | 15-day free trial | From $15/user/month | Website | |
| 4 | Best sales analytics software for sales opportunity management | Not available | Website | ||
| 5 | Best sales analytics software for sales forecasting | Free demo available | Pricing upon request | Website | |
| 6 | Best sales analytics software for real-time reporting | Free demo available | From $12/month (billed annually) | Website | |
| 7 | Best sales analytics software for targeted strategies | 30-day free trial + demo available | From $80/month | Website | |
| 8 | Best sales analytics software for sales planning | Free demo available | From $119/month (billed annually) | Website | |
| 9 | Best sales analytics software for conversational intelligence | Free demo available | Pricing upon request | Website | |
| 10 | Best sales analytics software for a range of features | Not available | From $79/month | Website | |
| 11 | Best sales analytics software for revenue intelligence | 14-day free trial | Pricing upon request | Website | |
| 12 | Best sales analytics software for AI-powered data capture | Free demo available | Pricing available upon request | Website | |
| 13 | Best sales analytics software for sales funnel optimization | Free demo available | Pricing upon request | Website | |
| 14 | Best sales analytics software for B2B sales teams | 14-day free trial | From $19/user/month | Website | |
| 15 | Best sales analytics software for understanding revenue pipeline | Free trial available | Pricing upon request | Website | |
| 16 | Best sales analytics software for customizable dashboards | 14-day free trial | From $25/user/month | Website | |
| 17 | Best sales analytics software for forecasting commissions | 14-day free trial | From $30/month (billed annually) | Website | |
| 18 | Best sales analytics software for AI-powered analytics | 21-day free trial | From $9/user/month (billed annually) | Website | |
| 19 | Best sales analytics software for sales pipeline visualization | 15-day free trial | $14/user/month (billed annually) | Website | |
| 20 | Best sales analytics software for advanced lead management | 14-day free trial | From $14/user/month (billed annually) | Website |
Not sure how to get the most out of your analytics software? Check out these upcoming analytics conferences.
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Prisync
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Expedite Commerce
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QuickBooks Online
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4
Best Sales Analytics Software Reviews
Below are my detailed summaries of the best sales analytics software that made it onto my shortlist. My reviews offer a detailed look at the key features, pros & cons, integrations, and ideal use cases of each tool to help you find the best one for you.
HubSpot is a comprehensive customer relationship management (CRM) platform that integrates marketing, sales, customer service, and operations tools into a centralized ecosystem.
Why I picked HubSpot: I like that HubSpot's Sales Hub offers robust reporting capabilities that provide detailed insights into sales activities, deal pipelines, and overall performance. The software's customizable dashboards allow users to track key metrics such as conversion rates, sales cycle length, and revenue forecasts in real time. Additionally, HubSpot's integration with CRM data ensures that all sales analytics are accurate and up-to-date.
Additionally, its advanced sales forecasting tools leverage historical data and predictive analytics to provide accurate forecasts, helping sales teams set realistic targets and identify potential revenue opportunities.
HubSpot Standout Features and Integrations
Standout features include deal stage tracking, email tracking and notifications, call tracking, sales activity management, customizable sales pipelines, task automation, sales sequences, meeting scheduling, lead scoring, pipeline management, quote generation, sales automation workflows, and sales goal tracking.
Integrations include Salesforce, Slack, Zapier, Mailchimp, Zoom, Google Workspace, Microsoft 365, Shopify, WordPress, LinkedIn Sales Navigator, PandaDoc, and Trello.
Pros and cons
Pros:
- Good automation capabilities
- Integrated sales, marketing, and CRM tools
- Highly customizable platform
Cons:
- Advanced analytics come at a higher price
- Free version has limited features
Attention is an AI-powered sales platform designed to enhance the performance of sales teams by providing real-time actionable intelligence during customer conversations.
Why I picked Attention: The software leverages advanced AI algorithms to analyze sales interactions, identify areas for improvement, and provide personalized suggestions and strategies to sales reps during calls. This real-time coaching ensures that sales representatives can handle objections effectively, follow the best sales practices, and close deals more efficiently.
The software also automatically populates CRM fields with relevant data from sales calls, eliminating the need for manual data entry. This not only saves time but also ensures that the CRM is always up-to-date with accurate information. Additionally, Attention automates follow-up emails based on the context of the conversations, using the customer's own words to craft personalized messages.
Attention Standout Features and Integrations
Standout features include insights from customer conversations, sales training, KPI tracking, automated CRM updates, cross-call insights, deal analysis, sales messaging, and custom triggers so that Attention's AI listens to what matters most to you.
Integrations include Zoom, Meets, Teams, Salesforce, HubSpot, Gmail, Outlook, Slack, and Zapier.
Pros and cons
Pros:
- Actionable insights with AI
- Personalized follow-up emails
- Real-time sales coaching on calls
Cons:
- Some integrations may require additional assistance
- Reliance on AI may not suit all users
New Product Updates from Attention
Attention's Super Agent for GTM Data and CRM Automation
Attention introduced Super Agent, an AI revenue agent that analyzes GTM data and executes actions like drafting emails and updating Salesforce, with features ensuring security and control. More details at Attention's blog.
Groove is a sales engagement and analytics platform specifically designed for users of Salesforce. It provides AI-driven insights that help sales and revenue teams understand what’s working and what’s not working.
Why I picked Groove: I selected Groove because it includes robust AI-driven sales analytics features. It uses available data to provide insights to sales teams. Additionally, its integration with Highspot provides users with AI-driven content recommendations so sales professionals can save time.
Groove also offers revenue intelligence features to provide insights into sales pipelines, deals, and forecasts. This enables sales reps to make data-driven decisions.
Groove Standout Features and Integrations
Standout features include conversational intelligence features, which enable sales professionals to gain visibility into their sales conversations and close more deals. It records, transcribes, and analyzes sales conversations so sales leaders can use the insights to coach and train their reps.
Integrations include Salesforce, Google Workspace, Microsoft 365, LinkedIn Sales Navigator, Clari, Highspot, RevShoppe, Seismic, Slalom, and Sendoso.
Pros and cons
Pros:
- Provides a large knowledge base
- No learning curve
- User-friendly interface
Cons:
- Not suitable for teams not using Salesforce
- Limited native integrations
Best sales analytics software for sales opportunity management
Pipeliner CRM is a robust and user-friendly customer relationship management (CRM) software that assists businesses in managing their sales process and optimizing their sales pipelines. It provides a centralized platform where sales teams can track and monitor interactions with potential and existing customers, leads, and opportunities.
Why I picked Pipeliner CRM: I picked Pipeliner CRM for its capabilities in sales opportunity management, making it the best choice for optimizing your sales process and closing deals more effectively. One of the key reasons is its intuitive and visual sales pipeline management feature. Pipeliner CRM allows you to create and customize your sales pipeline, defining each stage of the sales process and visualizing the progress of opportunities at a glance. This feature ensures that your sales team can easily track and manage leads from initial contact to deal closure, helping to prevent potential bottlenecks and ensure that no opportunity slips through the cracks.
Furthermore, Pipeliner CRM's robust reporting and analytics capabilities provide invaluable insights into your sales performance and opportunities. With detailed sales reports and visual dashboards, you can easily identify which opportunities are progressing well and which may need additional attention.
Pipeliner CRM Standout Features and Integrations
Standout features include a 3D timeline, which provides a graphical view of opportunities, showing the most relevant aspects of every deal, such as opportunity value, due date, and sales velocity. The business intelligence dashboards provide users with a customizable and interactive interface for visualizing and analyzing data.
Integrations include Google Drive, Gmail, Google Workspace, Dropbox Business, Microsoft 365, Mailchimp, DocuSign, OneDrive, Eventbrite, and HubSpot Marketing Hub. You can also get additional integrations through Pipeliner CRM API.
Pros and cons
Pros:
- Includes API
- Provides a cohesive picture of sales activities
- Integrates with email platforms like MS Outlook and Gmail
Cons:
- No account manager assigned in the Starter plan
- The starter plan has limited features
Salesloft is a sales engagement platform designed to help sales teams connect with prospects, manage customer interactions, and increase sales effectiveness through various tools and automation features.
Why I picked Salesloft: I picked Salesloft for sales forecasting due to its robust and data-driven approach to predicting future sales performance. Salesloft's platform offers advanced analytics and reporting tools that can leverage historical data, customer insights, and sales trends to generate accurate forecasts.
By harnessing machine learning algorithms and predictive analytics, Salesloft can provide valuable insights into potential sales outcomes, helping your sales team make informed decisions and align their strategies accordingly.
Additionally, Salesloft's user-friendly interface and integration capabilities may make it easy for your team to gather, analyze, and interpret sales data, even for those without extensive data analysis expertise. Its automation features and real-time updates could further enhance the accuracy and agility of your sales forecasting process, enabling your team to respond quickly to changing market conditions and seize new opportunities effectively.
Salesloft Standout Features and Integrations
Standout features include automation features and call recording features. Salesloft automates manual and repetitive tasks, such as data entry and follow-ups. The call recording feature allows sales teams to record and analyze calls.
Integrations include Slack, Salesforce, Outlook, Twitter, Gmail, LinkedIn Sales Navigator, Okta, ZoomInfo, Fusion Funnel, and Demandbase. You can also get additional integrations through API.
Pros and cons
Pros:
- Good documentation and training resources
- The layout is organized and intuitive
- Powerful sales engagement features
Cons:
- Lacks integration with Zapier
- Limited integrations
Constant Contact is an online marketing platform and email marketing service provider. It does not offer in-depth sales analytics features. However, it can help you track and analyze your marketing efforts.
Why I picked Constant Contact: Constant Contact allows you to automate and schedule the delivery of campaign reports. This means that you can receive reports in real-time, keeping you updated on the performance of your marketing campaigns.
It provides real-time analytics that connects marketing spend to sales results, pipeline, and revenue. This allows you to manage your marketing efforts more effectively and make informed decisions based on up-to-date data.
Constant Contact Standout Features and Integrations
Standout features include integration with CRM and ecommerce platforms, such as Salesforce, Shopify, and Etsy, which allows businesses to automatically sync their contact, product, and sales data for better tracking and analysis.
Integrations include Microsoft Excel, Gmail, Microsoft 365, WordPress, Google Forms, Mailchimp, Salesforce Sales Cloud, Acuity Scheduling, Basecamp, and Wix. You can also get additional integrations through Zapier.
Pros and cons
Pros:
- Customizable templates
- Suitable for small teams
- User-friendly interface that is easy to navigate
Cons:
- Limited automation capabilities
- Limited sales data analytics features
Countly is a product analytics platform designed to help businesses track and understand user behavior across mobile, web, and desktop applications. It enables teams to collect data on application usage and visualize this information to analyze end-user interactions.
Why I picked Countly: Countly's user profiles offer detailed insights into individual user behaviors. This allows your sales team to understand how each client interacts with your application, facilitating personalized sales approaches and upselling strategies.
Additionally, Countly's cohorts feature enables the segmentation of users based on shared characteristics or behaviors. This segmentation allows your team to identify patterns among different user groups, aiding in the development of targeted sales strategies. For instance, recognizing that a particular cohort frequently utilizes a specific feature can inform the promotion of related services or upgrades to that group.
Countly Standout Features and Integrations
Standout features include crash analytics, push notifications, A/B testing, funnels, retention analysis, heatmaps, remote configuration, performance monitoring, alerts, symbolication, server logs, and geolocation.
Integrations include Facebook Leads, Google Sheets, TiktokLeadGeneration, Gmail, Facebook Offline Conversions, Mailchimp, Slack, Shopify, Trello, Telegram, Discord, and WooCommerce.
Pros and cons
Pros:
- Supports cross-platform tracking
- Offers on-premise deployment for full data control
- Provides comprehensive user behavior analysis
Cons:
- Some integrations are limited to higher-tier plans
- Some users report challenges with complex query results
Forecastio is an all-in-one platform designed for sales leaders looking to enhance their operations to hit their targets. The software primarily caters to HubSpot users with its robust integration with HubSpot CRM.
Why I picked Forecastio: Forecastio stands out as a sales analytics software with its advanced sales planning and forecasting capabilities. By leveraging AI, Forecastio analyzes historical sales data and external factors to deliver precise sales forecasts. This allows businesses to anticipate market trends and make informed decisions on inventory management and resource allocation.
Additionally, Forecastio's sales planning automation tools enable businesses to set realistic goals and develop actionable strategies. The platform offers comprehensive AI-powered performance insights, highlighting areas for improvement and growth opportunities. Features like "what-if" scenario modeling and in-depth pipeline analysis empower businesses to optimize their sales processes and drive better outcomes.
Forecastio Standout Features and Integrations
Standout features include sales planning automation, what-if scenarios, planning templates, AI-based sales performance insights, sales capacity management, sales pipeline monitoring, goal management, capacity management, and sales quota assessment.
Integrations include HubSpot CRM.
Pros and cons
Pros:
- Real-time sales insights
- Robust sales forecasting and what-if scenario analysis
- Sales planning automation with pre-built templates
Cons:
- Limited in integrations
- Dashboard could be more customizable
Gong is a conversation intelligence platform that captures interactions, uses AI to analyze the interactions, and delivers insights. You can use these insights to close more deals, refine strategy, and improve productivity.
Why I picked Gong: Gong’s conversation intelligence feature will help you gain in-depth insights about your customers and sales reps. The call recording feature will help you understand your customer interactions on phone, email, web conferencing, and VOIP systems.
Gong Standout Features and Integrations
Standout features include AI/machine learning, alerts/escalation, archiving and retention, assessment management, automatic call distribution, automatic outbound dialer, data sourcing, predictive analytics, sales management, training, feedback, call analytics, and agent performance management.
Integrations include Cognism, Laudable, LeadIQ, Google Meet, Google Workspace, Highspot, Klue, Lesonly, Microsoft Teams, and Office 365. You can also get additional integrations through Zapier and API.
Pros and cons
Pros:
- Automation features save time
- Provides insights for improving sales performance
- Large number of integrations
Cons:
- Learning curve for new users
- Limited sales analytics features
BoostUp.ai is a revenue operations and intelligence platform that aims to shorten the time-to-insight. The platform offers a range of features, including forecasting and pipeline management, deal and account execution, and activity and frontline performance. Companies like Cloudflare, Udemy, Branch, and ContentSquare use BoostUp.ai.
Why I picked BoostUp.ai: It provides several amazing features that make it a good sales analytics software. For example, its forecasting feature leverages historical data to provide accurate predictions. The pipeline management feature applies real-time deal-by-deal risk scoring to assess pipeline health and identify potential risks. This feature helps revenue teams make informed decisions and prioritize their efforts.
BoostUp.ai also offers a robust deal and account execution feature. It offers a review, audit, and roll-up management workflow to ensure everyone on the team is aligned and working towards the same goals. This feature helps improve the execution process, enhance collaboration, and increase efficiency.
BoostUp.ai Standout Features and Integrations
Standout features include activity intelligence to mitigate pipeline risk and improve frontline performance. The platform analyzes sales activities and performance metrics and provides insights and recommendations to optimize sales efforts and drive better results. This feature helps sales teams identify areas for improvement and take proactive actions to achieve their targets.
Integrations include Salesforce, GSuite, Zoom, WebEx, Gong, Chorus.ai, HubSpot, Marketo, Mindtickle, and Outreach.
Pros and cons
Pros:
- Provides a holistic view of revenue and sales pipeline
- Easy to use and intuitive
- Allows quick forecasting
Cons:
- No integration with Zapier
- Limited historical data tracking
Revenue Grid is a revenue intelligence platform that identifies and fixes issues in sales pipelines.
Why I picked Revenue Grid: It automatically captures sales data or activities from your systems, such as CRM, email, etc. Then, it analyzes the data to identify revenue barriers or risks in your sales pipelines.
Lastly, it provides actionable insights to sales reps on how they can fix the issues. For example, it will identify areas where your business is losing revenue so you can take actions to address the issue. Also, it goes beyond traditional reports and provides real-time data to sales teams.
Revenue Grid Standout Features and Integrations
Standout features include email engagement tracking, AI-powered sales coaching, and guided selling. Revenue Grid utilizes AI to provide personalized coaching and insights to improve the performance of sales reps. Also, it provides real-time insights and recommendations on your deals.
Integrations include Zoom, GoToMeeting, Salesforce, Siebel, Oracle Sales Cloud, SAP Hybris Cloud, Creatio, Outlook, Office 365, and Gmail.
Pros and cons
Pros:
- Provides revenue signals and alerts
- Provides real-time sales productivity insights
- Automated data capture
Cons:
- The user interface is not intuitive
- Limited email analytics
People.ai is a revenue intelligence platform that utilizes artificial intelligence to help businesses improve pipeline execution. Companies like Zoom, Okta, Zendesk, and PluralSight trust People.ai.
Why I picked People.ai: People.ai's uses machine learning algorithms to automatically capture and analyze data from various sources, such as emails, calendars, and other communication tools. This automation reduces the need for manual data entry and ensures that valuable information about customer interactions and sales activities is accurately recorded.
Additionally, the software also provides a 360-degree view of accounts. For example, you can learn about current account engagement levels, past and upcoming events, and engagement trends. With these insights, you can take a data-driven approach and know exactly what to do next.
People.ai Standout Features and Integrations
Standout features include engagement dashboards that act as a single source of truth of your deal and sales pipelines. You can use the engagement dashboard to track the status of deals and opportunities. By understanding how engagement activities correlate with sales outcomes, teams can identify potential bottlenecks and take proactive measures to move deals forward.
Integrations include Salesforce, Oracle, 6sense, Zoom, Slack, Oracle Eloqua, Gmail, Google Calendar, Microsoft 365, and LinkedIn.
Pros and cons
Pros:
- Simple to use
- Unifies all your revenue data
- Provides native integration with Salesforce
Cons:
- No integration with Zapier
- It may not be suitable for small businesses
Kluster is a B2B SaaS revenue forecasting software that empowers businesses to predict and optimize their sales performance, providing valuable insights and data-driven projections for revenue growth and success.
Why I picked Kluster: I chose Kluster as the ideal software for sales funnel optimization due to its unparalleled capabilities in providing comprehensive insights and actionable data. Kluster's advanced analytics tools offer a holistic view of the entire sales funnel, enabling me to identify and address potential bottlenecks and inefficiencies at each stage. With its user-friendly interface and intuitive data visualizations, Kluster makes it effortless to interpret complex data, empowering teams to make informed decisions quickly.
Kluster Standout Features and Integrations
Standout features include the sales forecasting feature, which provides quantitative insights and analytics to revenue teams during forecast meetings and pipeline reviews. The sales forecasting feature helps sales managers get a snapshot of the expected revenue for a specific period.
Integrations include Contractbook, GoCardless, LeadIQ, Bonfire, Cision, and Currencycloud.
Pros and cons
Pros:
- Provides real-time updates on sales data and forecasts
- User-friendly interface
- Provides insights about the entire sales pipeline
Cons:
- Limited integrations
- Learning curve for new users
Nutshell is a customer relationship management (CRM) and sales analytics platform. It provides a centralized platform for sales teams to organize and track their interactions with leads and customers throughout the entire sales lifecycle.
Why I picked Nutshell: I chose Nutshell for this list because it offers a suite of tools and features that cater to the needs of B2B sales teams. Having everything in one platform improves the sales process and reduces the need for multiple tools or applications.
Also, it has an affordable pricing plan that starts from $19/user/month, which makes it accessible to small and medium-sized businesses. Additionally, automation tools, such as lead capture, follow-ups, and task scheduling, can significantly improve the sales process. Nutshell's sales automation features help sales reps save time and focus on building relationships with potential customers.
Nutshell Standout Features and Integrations
Standout features include contact and lead management features. Nutshell offers unlimited CRM contacts and data storage for all subscription plans. You can add, delete, edit, or view the contacts. Nutshell also provides a powerful search tool that allows users to find specific contacts based on various criteria quickly.
Integrations include 3CX, ActiveCampaign, Asana, AWeber, Box, CallHippo, Constant Contact, Dropbox, Facebook, and Google Drive. You can also get additional integrations through Zapier and API.
Pros and cons
Pros:
- Offers a 14-day free trial
- Provides customizable dashboard and reporting tools
- Large number of integrations
Cons:
- Limited scalability
- Limited customization options
Clari is a revenue operation and analytics tool that helps sales, marketing, and revenue analyze pipelines.
Why I picked Clari: I selected Clari for this list because it will help you better understand your sales and revenue pipelines. The pipeline inspection feature will help you gain visibility into your pipeline. It will help you understand the changes in your pipeline based on deal size, close date, and more.
Clari also helps sales teams identify the right metrics to track key performance indicators (KPIs) for reps, customers, and sales strategies. This includes metrics such as total sales revenue, win rates, sales cycle length, and more.
Clari automatically captures and analyzes sales activities like emails, phone calls, and meetings. It uses predictive analytics to classify and categorize these activities, helping sales representatives identify which activities are most likely to lead to closed deals. This allows teams to prioritize their efforts and maximize their chances of success.
Clari Standout Features and Integrations
Standout features include an account management feature that syncs your CRM with other business systems, such as email. This ensures that data is connected and you get a 360-degree view of your customer’s journey.
Integrations are available with 40 + tools, including Groove, Gainsight, Salesforce, Crossbeam, 6sense, Reveal, Spiff, Clearbit, Salesloft, and Outreach. You can also get additional integrations through API.
Pros and cons
Pros:
- Provides deal visualization
- The interface is clean and simple
- Large number of integrations
Cons:
- Lacks integration with Zapier
- Limited customization options
CRM Creatio
Best sales analytics software for customizable dashboards
Creatio CRM is a versatile customer relationship management tool tailored for a wide range of businesses. It supports the entire sales cycle, from lead generation to repeat sales, and is bolstered by advanced analytics and marketing automation capabilities.
Why I picked CRM Creatio: I like that CRM Creatio offers a no-code platform that allows users to customize their tools and processes and automate their workflows without the need for deep coding expertise. This also includes the ability to create fully customizable reporting and analytics dashboards to display the most relevant sales metrics.
Another significant advantage of CRM Creatio is its robust sales forecasting tools. These tools allow businesses to make accurate sales predictions, which are crucial for strategic planning and resource allocation. Additionally, the platform's lead and opportunity management capabilities automate the entire lead lifecycle, from capture to processing and hand-off, ensuring that no potential sales opportunity is missed.
CRM Creatio Standout Features and Integrations
Standout features include workflow automation, 360-degree customer views, AI-assisted app development, contact and account management, task management, and performance management.
Integrations include Accelo, Act!, ActiveCampaign, Acumatica, Adobe Analytics, Asana, Microsoft Exchange, Excel, Mailchimp, HubSpot Marketing Hub, Google Calendar, and Tableau.
Pros and cons
Pros:
- No-code platform
- Highly customizable workflows
- Good integration capabilities
Cons:
- Learning curve for new users
- Customization can be time-consuming
QuotaPath is a sales commission software that helps align sales commissions to revenue strategies. It provides real-time insights into forecasted revenue and earnings, allowing teams and leadership to track commissions.
Why I picked QuotaPath: QuotaPath's forecasting software uses commission projections to create accurate budgets and forecasts. Additionally, QuotaPath offers real-time insights into forecasted revenue and earnings, allowing teams and leadership to track commissions and quota attainment.
The platform also provides dashboards and reporting features that provide teams and leadership instant access to current and forecasted quota attainment and earnings. QuotaPath's commission tracking and forecasting features can help organizations manage their commission processes and provide real-time insights into sales performance and earnings.
QuotaPath Standout Features and Integrations
Standout features include automated commission tracking and payout management. It automates the commission process, helping revenue operations teams manage and track sales rep pay.
Integrations include HubSpot, Salesforce, Close, Zoho CRM, Copper CRM, Maxio, and SugarCRM. You can also get additional integrations through API.
Pros and cons
Pros:
- Free forever plan available
- Get a dedicated account manager
- 30-day free trial available
Cons:
- Limited sales analytics features
- The interface is not intuitive
Freshsales is an AI-powered sales analytics CRM that helps sales teams automate workflows, analyze performance, and manage leads across multiple channels. It covers pipeline tracking, forecasting, reporting, and marketing automation, helping teams reduce manual effort and make data-driven sales decisions.
Why I picked Freshsales: Freshsales stands out for integrating Freddy AI directly into its CRM, giving teams predictive insights and lead prioritization without added complexity. It’s especially effective for CROs seeking to unify analytics and automation within one platform—turning raw data into actionable intelligence that improves forecasting accuracy and conversion efficiency.
Standout features & integrations:
Features include AI-driven lead scoring, customizable dashboards, multiple pipeline management, email and chat integration, and automation for tasks and workflows—all designed to increase sales productivity.
Integrations include Mailchimp, Slack, Zapier, HubSpot, QuickBooks, Google Workspace, Microsoft 365, Twilio, Xero, and Stripe.
Pros and cons
Pros:
- Customizable sales pipelines and dashboards improve visibility and flexibility.
- Built-in communication tools allow seamless client interaction across channels.
- AI-driven lead scoring helps prioritize and manage prospects more effectively.
Cons:
- The initial setup process can be time-consuming for new teams.
- Reporting features lack depth for advanced analytics users.
Zoho CRM
Best sales analytics software for sales pipeline visualization
Zoho CRM is a sales analytics and customer relationship management platform that delivers predictive insights and automation for sales teams. It covers lead management, pipeline visualization, forecasting, and reporting, helping revenue leaders make data-backed decisions and streamline their GTM processes.
Why I picked Zoho CRM: Zoho CRM stands out for its AI-driven analytics—powered by Zia—that surface predictive insights to anticipate sales trends and guide strategic planning. Its customizable dashboards and low-code flexibility let RevOps leaders tailor analytics views to their organization’s unique sales process, improving forecast accuracy and visibility into performance.
Standout features & integrations:
Features include AI-driven analytics, sales automation, lead management, email integration, customizable dashboards, mobile access, and business intelligence tools that support descriptive, diagnostic, predictive, and prescriptive analytics. These capabilities help teams reduce manual effort, improve forecasting accuracy, and strengthen pipeline visibility.
Integrations include G Suite, Microsoft 365, Slack, MailChimp, QuickBooks, Zendesk, HubSpot, Shopify, Dropbox, and SurveyMonkey.
Pros and cons
Pros:
- Integrates effectively with a wide range of third-party tools for added flexibility.
- Extensive customization options allow teams to tailor workflows and dashboards.
- AI-driven analytics powered by Zia provide predictive insights for strategic decisions.
Cons:
- Some find the integration process cumbersome and difficult to manage.
- Users report challenges with customer support and response times.
Pipedrive is a sales analytics and CRM tool that helps sales teams optimize their pipelines, forecast revenue, and make data-driven decisions. It covers analytics, automation, and lead management, helping teams close deals faster, improve visibility, and strengthen performance tracking.
Why I picked Pipedrive: I picked Pipedrive for its powerful analytics and insights capabilities that give sales leaders real-time visibility into performance metrics. With customizable dashboards and AI-assisted forecasting, it enables teams to identify bottlenecks, refine strategies, and anticipate trends—all within a clean, intuitive interface that’s easy for non-technical users to adopt.
Standout features & integrations:
Features include customizable pipelines, sales automation, revenue forecasting, lead and deal management, real-time analytics, and AI-driven insights for predictive sales trends.
Integrations include Google Workspace, Microsoft Teams, Slack, Trello, Mailchimp, Zoom, Asana, Xero, QuickBooks, and HubSpot—with API access for custom integrations.
Pros and cons
Pros:
- Its analytics and reporting tools provide real-time visibility into performance and pipeline health.
- Pipedrive’s automation features reduce repetitive tasks, freeing up time for customer engagement and strategy.
- The visual sales pipeline is intuitive and helps teams effectively track deals from start to finish.
Cons:
- Pricing can rise quickly as more advanced features or add-ons are required.
- Customization options are limited, especially for advanced data tracking or custom objects.
Other Sales Analytics Software
Here are some additional sales analytics software options that didn’t make it onto my shortlist, but are still worth checking out:
- ActiveCampaign
Sales analytic tool for marketing and sales teams
- Salesforce Sales Cloud
Sales analytics tool for enterprises
- Conga Grid
For improving sales data visibility and analysis within Salesforce
- Chorus by ZoomInfo
Sales analytics solution for real-time sales coaching
Sales Analytics Software Selection Criteria
When selecting the best sales analytics software to include in this list, I considered common buyer needs and pain points like data accuracy and ease of integration. I also used the following framework to keep my evaluation structured and fair:
Core Functionality (25% of total score)
To be considered for inclusion in this list, each solution had to fulfill these common use cases:
- Track sales performance metrics
- Analyze sales trends and forecasts
- Integrate with CRM systems
- Generate customizable reports
- Provide real-time data insights
Additional Standout Features (25% of total score)
To help further narrow down the competition, I also looked for unique features, such as:
- Predictive analytics capabilities
- AI-driven insights
- Multi-language support
- Advanced data visualization tools
- Mobile access and notifications
Usability (10% of total score)
To get a sense of the usability of each system, I considered the following:
- Intuitive user interface
- Easy navigation
- Customizable dashboards
- Minimal learning curve
- Responsive design
Onboarding (10% of total score)
To evaluate the onboarding experience for each platform, I considered the following:
- Availability of training videos
- Interactive product tours
- Access to webinars
- Step-by-step setup guides
- Supportive chatbots
Customer Support (10% of total score)
To assess each software provider’s customer support services, I considered the following:
- 24/7 support availability
- Multiple support channels
- Access to a knowledge base
- Fast response times
- Dedicated account managers
Value For Money (10% of total score)
To evaluate the value for money of each platform, I considered the following:
- Competitive pricing
- Flexible subscription plans
- Free trial availability
- Transparent pricing structure
- Cost-benefit ratio
Customer Reviews (10% of total score)
To get a sense of overall customer satisfaction, I considered the following when reading customer reviews:
- Overall satisfaction ratings
- Commonly reported issues
- Frequency of updates
- User testimonials
- Feedback on customer service
How to Choose Sales Analytics Software
It’s easy to get bogged down in long feature lists and complex pricing structures. To help you stay focused as you work through your unique software selection process, here’s a checklist of factors to keep in mind:
| Factor | What to Consider |
|---|---|
| Scalability | Will the software grow with your business? Consider if it can handle increased data volume and users without performance issues. |
| Integrations | Does it connect with your existing tools like CRM or ERP systems? Check compatibility to avoid data silos and extra manual work. |
| Customizability | Can you tailor reports and dashboards to fit your specific needs? Look for flexible options that align with your workflow. |
| Ease of use | Is the interface intuitive for your team? Consider the learning curve and how quickly your team can adopt the tool effectively. |
| Implementation and onboarding | How long will it take to get up and running? Consider the resources needed and the support offered during the setup phase. |
| Cost | Does the pricing fit your budget? Be wary of hidden fees and ensure you understand the total cost of ownership, including any add-ons. |
| Security safeguards | Are there robust security protocols in place to protect your data? Verify compliance with industry standards and regulations. |
Trends In Sales Analytics Software For 2025
As organizations strive to optimize their sales processes and enhance revenue generation, sales analytics tools are becoming more sophisticated, incorporating advanced technologies and offering more granular insights. Here's an overview of the key trends and developments in this space:
- Integration with Advanced Technologies:
- Adoption of AI and machine learning for predictive analytics, offering sales forecasts and trend analysis with higher accuracy.
- Increased use of natural language processing (NLP), often embedded within conversation intelligence software, for generating insights from sales call transcripts and customer feedback.
- Novel and Unusual Functionality:
- Integration of sentiment analysis to gauge customer mood and predict buying behavior based on interaction data.
- Real-time benchmarking features that allow sales teams to compare their performance against industry standards or competitors.
- Most Important and In-Demand Features:
- Seamless CRM integration ensuring that sales analytics tools draw on comprehensive and up-to-date customer data.
- Advanced segmentation capabilities allowing for more targeted analysis based on various customer attributes or behaviors.
- Declining Features:
- Basic descriptive analytics features are becoming table stakes, with demand shifting towards more predictive and prescriptive capabilities.
- Standalone analytics solutions are losing favor to integrated platforms that offer end-to-end sales optimization functionalities.
These trends reflect the broader needs and challenges faced by revenue operation leaders, emphasizing the importance of leveraging advanced analytics to gain a competitive edge and drive strategic decision-making. For organizations looking to stay ahead, choosing software that aligns with these trends will be key to unlocking deeper insights and achieving operational excellence.
What Is Sales Analytics Software?
Sales analytics software is a tool used by businesses to analyze sales data and extract meaningful insights. It collects, processes, and interprets sales-related information, including customer interactions, sales performance, and market trends.
This software employs advanced analytics to identify patterns, measure sales success, and forecast future sales trends. It integrates various data sources, providing a comprehensive view of sales operations.
Features
When selecting sales analytics software, keep an eye out for the following key features:
- Data visualization: Transforms complex data into easy-to-understand charts and graphs, aiding quick decision-making.
- Trend analysis: Identifies sales patterns over time, helping predict future sales and adjust strategies accordingly.
- Forecasting: Provides projections based on historical data, enabling better planning and resource allocation.
- CRM integration: Connects with customer relationship management systems to ensure seamless data flow and comprehensive insights.
- Customizable reports: Allows users to tailor reports to their specific needs, ensuring relevant data is highlighted.
- Real-time insights: Offers up-to-the-minute data analysis, helping teams react swiftly to market changes.
- Predictive analytics: Uses algorithms to forecast future sales outcomes, aiding in proactive decision-making.
- Mobile access: Enables sales teams to access data and insights on the go, ensuring flexibility and continuous productivity.
- Security safeguards: Protects sensitive sales data with robust security measures, ensuring compliance with industry standards.
- User-friendly interface: Simplifies navigation, making it easier for teams to adopt and utilize the software effectively.
Benefits
Implementing sales analytics software provides several benefits for your team and your business. Here are a few you can look forward to:
- Improved decision-making: With real-time insights and data visualization, your team can make informed choices quickly and confidently.
- Enhanced forecasting: Predictive analytics and trend analysis help you anticipate future sales, allowing for better resource planning.
- Increased efficiency: Automating report generation and integrating with CRM systems reduce manual work, freeing up time for more strategic tasks.
- Better sales strategies: Analyzing historical data helps identify successful tactics and refine sales approaches for better outcomes.
- Greater flexibility: Mobile access ensures your team can view data and make decisions from anywhere, maintaining productivity on the go.
- Data security: Security safeguards protect sensitive information, ensuring compliance and building trust with stakeholders.
- Tailored insights: Customizable reports allow you to focus on the data that matters most, aligning analysis with business goals.
Costs & Pricing
Selecting sales analytics software requires an understanding of the various pricing models and plans available. Costs vary based on features, team size, add-ons, and more. The table below summarizes common plans, their average prices, and typical features included in sales analytics software solutions:
Plan Comparison Table for Sales Analytics Software
| Plan Type | Average Price | Common Features |
|---|---|---|
| Free Plan | $0 | Basic reporting, limited data visualization, and essential integrations. |
| Personal Plan | $10-$30/user/month | Advanced reporting, trend analysis, and basic CRM integration. |
| Business Plan | $30-$60/user/month | Customizable dashboards, real-time insights, and mobile access. |
| Enterprise Plan | $60-$120/user/month | Predictive analytics, full CRM integration, and dedicated support. |
Sales Analytics Software FAQs
Here are some answers to common questions about sales analytics software:
What are the types sales analytics software?
Sales analytics software comes in various types, each designed to address specific aspects of the sales process and provide actionable insights to drive sales performance and revenue growth. Understanding the different types of sales analytics software can help organizations choose the right tool that aligns with their business needs. Here are the primary types of sales analytics software:
- Descriptive Analytics Software: This type focuses on summarizing historical data to understand what has happened in the past within the sales department. It provides reports and dashboards that detail sales performance, customer behavior, and other key metrics over specific time periods.
- Diagnostic Analytics Software: Diagnostic analytics tools go a step further by helping users understand why certain events occurred. They allow sales teams to drill down into data, identify patterns, and uncover correlations between different variables to pinpoint the root causes of success or failure.
- Predictive Analytics Software: These tools use statistical models and machine learning algorithms to analyze historical data and predict future sales trends, customer behavior, and potential outcomes. Predictive analytics can be invaluable for forecasting sales, setting realistic targets, and preparing for market changes.
- Prescriptive Analytics Software: This advanced type of sales analytics software provides recommendations on what actions to take to achieve desired outcomes. By analyzing data and considering various scenarios, it suggests optimal sales strategies and tactics to improve performance and maximize revenue.
- Pipeline Analytics Software: Specifically designed to analyze and manage the sales pipeline, this software helps sales teams monitor the progress of leads through different stages, identify bottlenecks, and optimize the sales process to increase conversion rates.
- Lead Scoring and Analysis Software: These tools help sales and marketing teams prioritize leads by scoring them based on their likelihood to convert. By analyzing lead behavior and engagement, the software identifies high-potential prospects that should be targeted first.
- Customer Analytics Software: Focusing on the customer, this software analyzes customer data to provide insights into customer preferences, buying patterns, and loyalty. It helps sales teams tailor their approach to different customer segments and improve customer relationships.
By choosing the appropriate type of sales analytics software, organizations can gain a deeper understanding of their sales operations, make data-driven decisions, and strategically drive sales performance and growth.
Is training required to use sales analytics software?
Yes, some training is often beneficial, especially for complex tools. Many vendors offer training resources like webinars, tutorials, and user guides to help your team get started. Investing time in understanding the software can maximize its potential and ensure your team leverages its full capabilities for improved sales outcomes.
How secure is sales analytics software?
Sales analytics software typically implements security measures to protect your data. Look for tools that comply with industry standards and offer features like encryption and user access controls. It’s crucial to ensure the software provider prioritizes data security, so your sensitive sales information remains protected against unauthorized access.
What’s Next:
If you're in the process of researching sales analytics software, connect with a SoftwareSelect advisor for free recommendations.
You fill out a form and have a quick chat where they get into the specifics of your needs. Then you'll get a shortlist of software to review. They'll even support you through the entire buying process, including price negotiations.
