10 Best Sales Intelligence Software Shortlist
Here's my pick of the 10 best software from the 23 tools reviewed.
In the world of revenue operations, you're often juggling data, leads, and strategies. It can feel overwhelming, and that's where sales intelligence software steps in. These tools help you make sense of data, predict trends, and understand your customers better.
I've tested and reviewed various options to help you find the right fit for your team. My goal is to give you an unbiased look at the top choices, so you can make an informed decision.
In this article, I'll share my top picks, focusing on what makes each stand out. Whether you're looking to improve forecasting or gain deeper customer insights, there's a solution for you. Let's dive into the best options available.
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Best Sales Intelligence Software Summary
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best sales intelligence software for lead management | 14-day free trial | From $25/user/month | Website | |
| 2 | Best sales intelligence software for real-time guidance | Not available | Pricing upon request | Website | |
| 3 | Best sales intelligence software for B2B prospecting | 7-day free trial | From $99/month | Website | |
| 4 | Best sales intelligence software for cold calling | Free demo available | Pricing upon request | Website | |
| 5 | Best sales intelligence software for email warm-up | Not available | Website | ||
| 6 | Best sales intelligence software for cold emailing | Free plan available | From $49/month | Website | |
| 7 | Best sales intelligence software for sales forecasting | Free demo available | From $119/month (billed annually) | Website | |
| 8 | Best sales intelligence software for finding advertising and media contacts | Not available | Website | ||
| 9 | Best sales intelligence software for SaaS sales team | Free plan available | From $45/user/month | Website | |
| 10 | Best sales intelligence software for LinkedIn prospecting | Free plan available | From $39/month for 1,000 credits | Website |
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Prisync
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.7 -
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 Intelligence Software Reviews
Here you’ll find an in-depth review of each sales intelligence software that highlights what it does best. Plus, you’ll find product screenshots, notable features, software integrations, pricing information, and the pros and cons of the software.
CRM Creatio is a customizable customer relationship management (CRM) platform that encompasses a range of features for managing the entire customer lifecycle from lead generation to post-sale service.
Why I picked CRM Creatio: Its AI-powered capabilities include robust tools for lead management, like predictive lead scoring and personalized customer interactions. These tools enable businesses to identify highly engaged customers and prioritize them, therefore increasing the likelihood of conversion.
Additionally, the AI-driven sales forecasting feature provides accurate predictions, allowing sales teams to strategize effectively and allocate resources more efficiently. The platform's ability to offer the next-best action prompts further ensures that sales representatives are always equipped with the most relevant information to close deals successfully.
CRM Creatio Standout Features and Integrations
Standout features include workflow automation, customizable dashboards, real-time analytics, AI-assisted app development, contact and account management, lead and opportunity 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:
- A scalable solution
- No-code platform
- Extensive customization options
Cons:
- Customization can be time-consuming
- Learning curve for new users
New Product Updates from CRM Creatio
Creatio Enhances Edge Security with Fastly Partnership
Creatio has partnered with Fastly to deliver enhanced edge security for its no-code platform with enterprise-grade protection and performance. For more information, visit CRM Creatio's official site.
Attention is an AI-powered tool designed to enhance the efficiency and effectiveness of sales teams. It provides real-time insights and support, automating CRM data entry and offering actionable intelligence during sales calls.
Why I picked Attention: Its AI-powered real-time guidance provides sales representatives with actionable intelligence during sales calls, helping them to navigate conversations more effectively and close deals faster. The software's ability to automate administrative tasks, such as CRM data entry, also allows sales reps to focus more on selling rather than on mundane data entry tasks.
Another significant benefit of using Attention is its capability to provide deep insights into sales performance and customer interactions. The software gathers and analyzes data from thousands of customer conversations, offering valuable insights that can be used to refine sales strategies. For instance, it can identify the top reasons for lost deals, common objections raised by prospects, and the behaviors of top-performing sales reps.
Attention Standout Features and Integrations
Standout features include AI capabilities that automate CRM updates and follow-up emails, reducing administrative tasks for sales reps. Additionally, the cross-call insights feature allows sales teams to understand customer sentiments and performance metrics without manually reviewing multiple calls.
Integrations include Zoom, Meets, Teams, Salesforce, HubSpot, Gmail, Outlook, Slack, and Zapier.
Pros and cons
Pros:
- Live sales coaching on calls
- Automatic CRM updates and AI-generated follow-up emails
- Actionable insights for sales forecasting
Cons:
- Reliance on AI may not suit all users
- Some integrations may require additional assistance
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.
UpLead is a B2B sales intelligence platform that provides sales reps access to a vast database of verified business contacts. It offers features like lead generation, contact enrichment, email verification, and email finding to help sales and marketing professionals connect with potential customers and grow their businesses.
Why I picked UpLead: I chose UpLead primarily for its email verification feature. With real-time email verification, UpLead ensures that you only work with the most valid email addresses. This saves time and significantly improves the success rate of email campaigns. Moreover, UpLead offers the convenience of uploading an existing email list, allowing you to clean and identify any invalid or inactive email addresses easily.
In addition to its robust email verification capabilities, UpLead's Chrome extension is another standout feature. The extension helps you access essential information about a business while browsing its website. These include company details, key personnel, and contact information. Also, the Chrome extension eliminates the need to manually switch between multiple tabs or search for information.
UpLead Standout Features and Integrations
Standout features include advanced contact search functionality that enables users to find specific individuals or companies within their target audience quickly. Additionally, the platform's search filters provide granular control, allowing users to refine their searches based on criteria such as industry, job title, location, and more.
Integrations are available with 5000 apps using Zapier.
Pros and cons
Pros:
- Advanced search filters
- Large database of B2B contacts
- Modern interface
Cons:
- Limited data accuracy
- Short free trial
Cognism is a sales and marketing acceleration platform that helps businesses find and engage with potential customers. It leverages data and artificial intelligence (AI) to provide accurate and up-to-date information about target audiences, allowing companies to optimize their sales and marketing efforts.
Why I picked Cognism: The feature I liked the most is Cognism's Diamond Data. Cognism provides phone-verified data with 98% accuracy. A team of researchers calls the numbers to verify the database. This means that when you call a lead, you can be sure that the right person will pick up the call.
Also, Diamond Data is suitable for cold calling because the Cognism team scrubs their telephone database against Do Not Call lists. This helps businesses avoid unnecessary risks and potential legal issues associated with contacting individuals who have opted out of receiving such calls.
Cognism is also known for its responsive customer support. Whether you have questions about the platform's functionalities, need technical support, or require guidance on optimizing your sales and marketing strategies, Cognism's support team is typically available to address your concerns.
Cognism Standout Features and Integrations
Standout features include the sales triggers feature, which enables businesses to receive real-time notifications about key events or triggers within their target accounts, allowing them to engage with prospects at the right time. Another cool feature is the buyer intent signals, which show you leads actively searching for your product so you can target them when they are ready to buy.
Integrations are available with Salesforce, HubSpot, Salesloft, Microsoft Dynamics, Pipedrive, and Outreach. You can also connect with Zapier to get access to additional integrations.
Pros and cons
Pros:
- Easy-to-use Chrome extension
- Enables contact enrichment
- Native integration with HubSpot and SalesLoft
Cons:
- Limited search filters
- Sometimes shows inaccurate data
Snov.io is a sales automation platform that provides tools for lead generation. Around 130,000 companies in 180+ countries use Snov.io, including Canva, Google, Salesforce, and Dropbox.
Why I picked Snov.io: While Snov.io offers several tools for email outreach, the feature I liked the most was email warm-up. It ensures your emails reach the right inbox and don't end up in the spam folder. It also helps you build a good reputation with email service providers by gradually increasing your sending volume and engagement over time.
Snov.io's warm-up tool also lets you monitor essential stats like open rates, click-through rates, and response rates. This means you can track your progress, see how your email campaigns are performing, and make any necessary tweaks along the way.
Snov.io Standout Features and Integrations
Standout features include an email-sending feature, which allows you to send personalized cold emails right from the platform. You can create and save email templates, track opens and clicks, and even schedule follow-ups. Plus, it integrates with popular email software like Gmail and Outlook.
Integrations are available with leading CRMs, marketing automation tools, customer support platforms, and more. Integrations include HubSpot, Salesforce, Asana, Phantombuster, Facebook Lead Ads, Slack, Trello, Google Sheets, Airtable, and Todoist. You can also connect Snov.io with Zapier to unlock additional integrations.
Pros and cons
Pros:
- Enables automated email follow-ups
- Enables audience segmentation
- Provides ready-to-use email templates
Cons:
- Limited educational resources
- The interface may be complex for new users
Hunter is an email outreach tool that provides email finding and verification tools. It allows users to search for email addresses, verify the deliverability of email addresses, and conduct various email-related tasks such as sending emails or managing contact lists.
Why I picked Hunter: I chose Hunter as the preferred tool for cold emailing due to its exceptional features tailored specifically for this purpose. Firstly, Hunter excels in its domain search functionality, allowing users to find email addresses associated with a particular domain or company. This capability is crucial for cold emailing, as it enables users to target specific individuals within organizations and ensures their messages reach the correct recipients.
Additionally, the 'Campaigns' feature allows users to manage and automate cold email campaigns directly within the Hunter platform. With the Campaigns feature, users can create personalized email sequences, set up automated follow-ups, and track the performance of their campaigns. It provides a centralized dashboard to manage contacts, templates, and campaign settings, making optimizing their cold email outreach campaign easier.
Hunter Standout Features and Integrations
Standout features include the domain search feature, which lets users retrieve emails through domain search. With additional features like confidence scores, Hunter enhances the effectiveness and accuracy of its domain search functionality. The software also employs industry-standard security protocols to protect user data and ensure secure communication.
Integrations are available with 5000+ apps through native integrations, Zapier integrations, and APIs. Native integrations are available with Salesforce, HubSpot CRM, Pipedrive, Zoho CRM, Gmail, Outlook, and Google Sheets.
Pros and cons
Pros:
- Easy to navigate
- Good lead organization
- Vast email database
Cons:
- Limited sales intelligence features
- Limited free plan
Forecastio is an AI-powered sales performance management platform designed for HubSpot users, offering sales planning automation, performance insights, and advanced forecasting. The tool is ideal for sales teams, managers, sales leaders, sales operations, and companies looking to improve their overall strategies.
Why I picked Forecastio: I like that Forecastio leverages AI for sales forecasting to deliver precise predictions and actionable insights. Its advanced forecasting capabilities analyze historical sales data and external factors, helping businesses anticipate market trends and optimize inventory management. Real-time data integration also ensures that sales plans are continuously updated, providing businesses with the most current performance metrics to inform their decisions.
In addition to its forecasting features, Forecastio offers comprehensive sales performance insights. The platform's AI-based analysis identifies performance gaps and recommends strategies to address them, allowing businesses to improve efficiency and effectiveness. These capabilities include real-time metrics tracking, in-depth pipeline analysis, and "what-if" scenario modeling.
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 for synchronizing CRM data with Forecastio's capabilities.
Pros and cons
Pros:
- Accurate forecasting capabilities
- Sales planning automation includes pre-built templates
- Real-time sales insights
Cons:
- Dashboards could be more customizable
- Limited integrations
Winmo is a sales intelligence platform that provides comprehensive data, insights, and contact information for advertisers, agencies, and media companies to fuel their sales and marketing efforts and drive business growth.
Why I picked Winmo: I selected Winmo because it goes beyond lead generation and provides invaluable insights to improve sales pitches. Through in-depth and verified information on leads and businesses, including their campaigns, strategies, spending behavior, and creative activations, Winmo equips sales professionals with the knowledge they need to craft compelling pitches.
Additionally, Winmo's predictive capabilities enable users to anticipate and capitalize on potential sales opportunities ahead of their competitors. By forecasting and identifying potential deals months in advance, sales teams can proactively engage prospects and establish relationships before others have entered the playing field.
Winmo Standout Features and Integrations
Standout features include contact management, sales notification, lead recommendation, notes, and reminders. The contact management feature helps users create and manage their contact lists, while sales notifications help users set alerts for prospects. You'll also get lead recommendations based on your past activities.
Integrations include Salesforce, HubSpot, Microsoft Dynamics, LinkedIn, Slack, Adbeat, iSpot.tv, Media Analytics, StatSocial, and Relo Metrics.
Pros and cons
Pros:
- Includes predictive analytics feature
- Enables contact management
- Advanced search engine
Cons:
- No integration with Zapier
- Limited integrations
LeadIQ is a sales prospecting and lead generation tool that helps SaaS sales teams find and capture contact information from various sources.
Why I picked LeadIQ: LeadIQ provides SaaS sales teams with a centralized platform to manage and organize their leads effectively. It allows users to create and categorize lead lists, add custom tags, and track lead engagement. With LeadIQ's Campaigns feature, sales teams can organize their lead generation efforts, assign tasks, and track progress, enhancing collaboration and productivity.
Another standout feature of LeadIQ is Scribe, an AI-powered email generator. Scribe helps users write effective and personalized cold emails in a few seconds. It analyzes patterns, language structures, and successful sales emails to generate suggestions.
LeadIQ Standout Features and Integrations
Standout features include account-based prospecting capabilities that help sales teams focus on high-value target accounts by creating and managing account lists, tracking activities, and gaining valuable insights into key stakeholders. I also liked the Sales Triggers feature, which provides timely notifications about significant events within target accounts, such as leadership changes or funding announcements. It empowers sales professionals to engage with prospects at the right moment and position their solutions effectively.
Integrations include Salesforce, HubSpot CRM, Salesloft, Gong, Outreach, and Gmail.
Pricing: From $85/user/month
Pros and cons
Pros:
- Provides integration with Salesforce
- Simple and easy-to-use interface
- Good chrome extension
Cons:
- Limited data accuracy
- Limited integrations
SalesQL is a sales automation tool that integrates with LinkedIn, providing advanced search and filtering capabilities, email automation, contact management, and CRM functionality.
Why I picked SalesQL: SalesQL is an excellent option for freelancers and businesses who need contact information for their LinkedIn connections. It offers a free plan that includes 50 monthly credits, making it a cost-effective option for freelancers and teams who want to test the software.
Another reason I chose SalesQL for this list is because of its user-friendly interface and quick setup process. By installing the SalesQL browser extension, you can integrate it with your LinkedIn account. When you visit a lead's LinkedIn profile, the SalesQL panel appears on the right side, providing instant access to relevant contact information. This approach saves you time and effort, allowing you to focus on engaging with prospects rather than manually searching for their details.
Additionally, SalesQL offers more than contact information retrieval. It empowers users with a range of actions to enhance prospect management. From assigning lead status and adding notes to assigning leads to team members and organizing them into folders, SalesQL provides various features to optimize and improve your LinkedIn prospecting workflow.
SalesQL Standout Features and Integrations
Standout features include the email finder, which shows the most accurate contact information. Users can export contact information from LinkedIn into their SalesQL dashboard. The tool lets users access more than 40 data points and segment leads based on those data points.
Integrations include HubSpot, Zoho, and Mailchimp. You can also connect SalesQL with Zapier to avail additional integrations.
Pros and cons
Pros:
- Provides accurate information
- Enables data enrichment
- Provides access to a large number of data points
Cons:
- Lacks other sales intelligence features
- Limited integrations
Other Sales Intelligence Software
Here are more sales intelligence tools that are worth checking out:
- Autobound
Sales intelligence software for writing personalized emails
- BookYourData
Sales intelligence software for accessing pre-built email lists
- Apollo
Sales intelligence software for analytics
- Rocketreach
For access to a large email and phone database
- Lusha
Sales prospecting tool for B2B businesses
- ZoomInfo SalesOS
For analyzing customer conversations
- Outbound
For outbound sales efforts
- Visual Visitor
For company websites visitor tracking
- PartnerTap
For increasing partner sales growth
- Kaspr
For improving LinkedIn lead generation efforts
- Crossbeam
For sharing data with your partners
- Leadinfo
For tracking B2B website visitors
- Enlyft
Sales intelligence software for AI-driven insights
Sales Intelligence Software Selection Criteria
When selecting the best sales intelligence software to include in this list, I considered common buyer needs and pain points like improving data accuracy and enhancing lead generation. 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:
- Enhance lead generation
- Improve data accuracy
- Provide sales forecasting
- Offer customer insights
- Integrate with CRM systems
Additional Standout Features (25% of total score)
To help further narrow down the competition, I also looked for unique features, such as:
- AI-driven analytics
- Real-time data updates
- Customizable dashboards
- Predictive lead scoring
- Multi-language support
Usability (10% of total score)
To get a sense of the usability of each system, I considered the following:
- Intuitive interface design
- Easy navigation
- Minimal learning curve
- Responsive design
- Customizable user settings
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
- Comprehensive user guides
- Supportive chatbots
Customer Support (10% of total score)
To assess each software provider’s customer support services, I considered the following:
- 24/7 availability
- Multichannel support options
- Fast response times
- Knowledgeable support staff
- Availability of a dedicated account manager
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
- Discounts for annual commitments
Customer Reviews (10% of total score)
To get a sense of overall customer satisfaction, I considered the following when reading customer reviews:
- Consistent positive feedback
- High ratings on review platforms
- Endorsements from industry leaders
- User testimonials
- Feedback on feature updates and improvements
How to Choose Sales Intelligence 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 an increase in data volume, users, and complexity without a hitch. |
| Integrations | Does it integrate with your existing tools? Ensure it connects smoothly with your CRM and other business systems to maintain workflow continuity. |
| Customizability | Can you tailor the software to fit your needs? Look for options that allow you to adjust settings and features to match your team's processes. |
| Ease of use | Is the interface user-friendly? A complex system can slow down your team. Test the user interface to see if it's intuitive and easy to navigate. |
| Implementation and onboarding | How long will it take to get up and running? Check if the vendor offers support like training videos or product tours to ease the transition. |
| Cost | Does the pricing fit your budget? Compare different pricing plans and consider long-term costs, including any hidden fees or additional charges for extra features. |
| Security safeguards | How does the software protect your data? Verify that it complies with industry standards and offers robust security features to safeguard sensitive information. |
| Support availability | When and how can you get help? Consider if the vendor provides 24/7 support and multiple contact options like chat, phone, or email for assistance when needed. |
What Is Sales Intelligence Software?
Sales intelligence software is a tool that helps businesses gather and analyze data to improve their sales processes. Sales professionals, including sales reps and managers, generally use these tools to gain insights into customer behavior and market trends. Data analysis, lead generation, and customer insights features help with making informed decisions and optimizing sales strategies. These tools provide value by enhancing the effectiveness and efficiency of sales efforts.
Features
When selecting sales intelligence software, keep an eye out for the following key features:
- Lead generation: Helps identify and capture potential customers from various sources to boost your sales pipeline.
- Data analysis: Provides insights into sales trends and customer behavior to inform strategic decisions.
- Customer insights: Offers detailed information on customer preferences and interactions to tailor sales approaches.
- Integration capabilities: Ensures seamless connectivity with existing CRM and other business tools for a cohesive workflow.
- Customizable dashboards: Allows users to personalize views and reports to focus on relevant metrics and data.
- Predictive analytics: Uses historical data to forecast future sales trends and guide decision-making.
- Real-time data updates: Keeps information current, enabling timely responses to market changes and opportunities.
- AI-driven insights: Leverages artificial intelligence to uncover hidden patterns and enhance sales strategies.
- User-friendly interface: Ensures ease of navigation and quick adoption by team members of all skill levels.
Benefits
Implementing sales intelligence software provides several benefits for your team and your business. Here are a few you can look forward to:
- Improved decision-making: Data analysis and predictive analytics provide insights that help you make informed choices.
- Enhanced lead quality: Lead generation tools identify high-potential prospects, increasing the chances of successful sales.
- Tailored sales strategies: Customer insights allow for personalized approaches that resonate with individual buyers.
- Increased efficiency: Integration capabilities ensure your team works smoothly with existing systems, saving time and effort.
- Better sales forecasting: Predictive analytics help anticipate market trends, aiding in planning and resource allocation.
- Real-time responsiveness: Real-time data updates keep your team informed and ready to seize new opportunities quickly.
Costs & Pricing
Selecting sales intelligence 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 intelligence software solutions:
Plan Comparison Table for Sales Intelligence Software
| Plan Type | Average Price | Common Features |
|---|---|---|
| Free Plan | $0 | Basic lead generation, limited data analysis, and CRM integration. |
| Personal Plan | $10-$30/user/month | Enhanced customer insights, customizable dashboards, and email support. |
| Business Plan | $50-$100/user/month | Advanced analytics, real-time data updates, and multi-user collaboration. |
| Enterprise Plan | $150+/user/month | AI-driven insights, dedicated account manager, and full API access. |
Sales Intelligence Software Frequently Asked Questions
Here are answers to some of the most frequently asked questions about sales intelligence software:
Can sales intelligence software integrate with other tools?
How secure is sales intelligence software?
Do I need technical expertise to use sales intelligence software?
What’s Next:
If you're in the process of researching sales intelligence 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.
