Streamline Your Sales Process with These Pipeline Management Tools


Pipeline management software is an essential tool for any business looking to streamline their sales process and boost efficiency. If you’re looking for a quick overview, here’s why you need this software:

  • Improves organization: Keeps track of sales stages, opportunities, and client interactions.
  • Enhances forecasting: Helps predict future sales based on current data.
  • Saves time: Automates routine tasks, freeing up your team to focus on closing deals.
  • Increases deal conversion: Identifies the most lucrative opportunities and guides you towards the best actions.

In today’s competitive market, having a clear and organized sales pipeline is crucial. It allows sales teams to visualize their workflow, prioritize deals, and ensure no lead falls through the cracks. By using pipeline management software, businesses can not only boost their sales performance but also make more informed decisions.

benefits of pipeline management software - pipeline management software infographic process-5-steps-informal

Understanding Pipeline Management Software

Pipeline management software is a tool that helps businesses visualize and manage their sales process. Think of it as a digital roadmap that guides your sales team from the first contact with a potential customer to the final sale. This software can be part of a broader CRM (Customer Relationship Management) system or a standalone tool.

Benefits of Pipeline Management Software

Using pipeline management software offers several key benefits:

  1. Improved Workflow: By visualizing each stage of the sales process, teams can easily track where each deal stands. This makes it simpler to identify bottlenecks and areas needing attention.

  2. Enhanced Deal Prioritization: The software helps salespeople see which deals are most likely to close, allowing them to focus their efforts where it matters most.

  3. Accurate Forecasting: With all your sales data in one place, it’s easier to predict future sales and revenue. This helps in planning and setting realistic targets.

  4. Consistent Sales Process: The software encourages a standardized approach to sales, ensuring that every team member follows best practices and no steps are missed.


One of the standout features of pipeline management software is its ability to provide a visual representation of the sales pipeline. Tools like Pipedrive and Weflow offer intuitive drag-and-drop interfaces, allowing sales teams to move deals through various stages easily.

sales pipeline visualization - pipeline management software

Michelle Seger from SalesGlobe emphasizes the importance of this feature: “If you can actually look at your activities, how long they’ve been there and what are your conversion rates, it tells you where you are and what’s not working.”


Accurate sales forecasting is another crucial benefit. By analyzing historical data and tracking the progress of current deals, pipeline management software can provide valuable insights into future sales performance.

A HubSpot study found that companies with more than 100 opportunities in their pipeline each month are much more likely to hit their revenue targets. This kind of data-driven insight is invaluable for strategic planning.

In summary, pipeline management software streamlines the sales process, enhances deal prioritization, and provides critical insights for accurate forecasting. This makes it an essential tool for any sales team looking to stay ahead in a competitive market.

Next, we will explore whether pipeline management software can be considered a CRM and how it integrates with other sales tools.

Is Pipeline Management Software a CRM?

You might wonder if pipeline management software is the same as a CRM. While they share similarities, they serve different purposes. Let’s dive into how they integrate and what each offers.

CRM Integration

Pipeline management software often integrates seamlessly with CRM systems. This integration allows sales teams to manage their pipelines without leaving their CRM platform. For instance, tools like Pipedrive and HubSpot offer native integrations that sync data between your pipeline and CRM in real time. This means you can track deals, manage contacts, and forecast sales all in one place.

Lead Tracking

A key feature of both pipeline management software and CRMs is lead tracking. These tools help you monitor where each lead is in the sales process. For example, Salesforce uses AI to suggest next steps for leads, ensuring no opportunity falls through the cracks. Similarly, HubSpot allows you to customize your sales pipeline stages to match your sales process, making it easier to track progress and identify bottlenecks.

Customer Management

CRMs excel at customer management, providing a 360-degree view of your interactions with each customer. Pipeline management software complements this by focusing on the sales process itself. Tools like Freshworks CRM and Salesmate allow you to append tasks, meetings, and notes to each opportunity. This ensures all relevant information is easily accessible, helping you build stronger customer relationships.

Real-World Examples

Kim Hicks, Sales Administrator at Cornerstone Flooring, shared how their CRM integration streamlined their sales process:

“Our sales process is so streamlined that we increased productivity by 100%.”

Similarly, Marco Kristen, Marketing Director at TENMAT, saw a significant boost in sales:

“Our sales went up 30% with the same amount of people and resources.”

These case studies highlight the power of integrating pipeline management software with your CRM to enhance efficiency and drive sales growth.

In the next section, we’ll explore the top pipeline management tools available in 2023 and how they can benefit your business.

Top Pipeline Management Tools in 2023

Choosing the right pipeline management software can transform your sales process. Here are some of the top tools available in 2023:

1. Zixflow

Zixflow is an advanced tool designed to simplify your sales process. It offers a customizable and user-friendly platform with a variety of features. Zixflow helps you manage customers, find leads, and close deals quickly. It even allows you to segment and tag your audience into different lists, making it easy to perform list-wide actions like messaging.

Key Features:
– Customizable interface
– Kanban View for easy tracking
– Prebuilt list templates

2. EngageBay

EngageBay is an all-in-one sales, marketing, and service automation software. It helps small to medium-sized businesses attract visitors, engage leads, and convert them into customers.

Key Features:
– CRM & Sales Automation
– Marketing Automation
– Helpdesk & Live Chat

3. HubSpot

HubSpot offers a free pipeline management software that organizes and tracks your entire sales cycle in one place. It helps you identify roadblocks, track performance, and focus on lucrative deals.

Key Features:
– Sales dashboard
– Customizable process
– Integration with other HubSpot tools

4. Lusha

Lusha is a lead generation and enrichment tool that helps you connect with your prospects more effectively. It provides accurate contact details, making it easier to reach out to potential clients.

Key Features:
– Contact enrichment
– Lead generation
– Data accuracy

5. Freshsales

Freshsales provides a comprehensive solution for sales teams to attract quality leads, engage in contextual conversations, and drive deals with AI-powered insights.

Key Features:
– Built-in email, phone, chat
– AI-powered insights
– Customizable sales pipeline

6. Pipedrive

Pipedrive is a CRM and pipeline management tool designed to help small teams drive sales. It offers a visual sales pipeline and activity management to keep your team on track.

Key Features:
– Visual sales pipeline
– Activity management
– Deal tracking

7. Insightly

Insightly is a modern, affordable CRM that scales with your business. It offers project management and advanced reporting features to help you stay organized and efficient.

Key Features:
– Project management
– Advanced reporting
– Customizable dashboards

8. ActiveCampaign

ActiveCampaign combines email marketing, automation, and CRM to help businesses connect and engage with their audience. It supports complex sales processes with ease.

Key Features:
– Email marketing automation
– CRM integration
– Sales automation

9. Keap

Keap is a versatile CRM platform offering features like automated follow-ups, appointment scheduling, and contact management. It’s designed for small businesses looking to streamline their sales and marketing efforts.

Key Features:
– Automated follow-ups
– Appointment scheduling
– Contact management

10. Zapier

Zapier connects your favorite apps and automates workflows. It’s not a CRM but a powerful tool to integrate different software, making your sales process more efficient.

Key Features:
– App integration
– Workflow automation
– Customizable triggers and actions

11. SharpSpring

SharpSpring offers a comprehensive marketing automation platform with CRM capabilities. It helps businesses track leads, nurture them, and convert them into customers.

Key Features:
– Marketing automation
– CRM integration
– Lead nurturing

12. Nutshell

Nutshell is a simple yet powerful CRM and sales automation tool. It’s designed to help small businesses manage their sales pipeline effectively.

Key Features:
– Sales automation
– Email marketing
– Pipeline management

13. Streak

Streak integrates directly with Gmail, turning your inbox into a powerful CRM. It’s perfect for small teams looking to manage their sales pipeline without leaving their email.

Key Features:
– Gmail integration
– Pipeline management
– Email tracking

These tools offer a range of features to help you streamline your sales process and close more deals. Choose the one that best fits your business needs and start transforming your sales pipeline today.

Next, we’ll discuss how to choose the right pipeline management software for your business.

How to Choose the Right Pipeline Management Software for Your Business

Choosing the right pipeline management software can be a game-changer for your sales process. Here are some key factors to consider:


Look for software that offers essential features like pipeline stages, deal confidence levels, and timeline views. These features help you visualize your sales process and prioritize deals effectively. For instance, tools like Pipedrive offer a visual sales pipeline and deal prioritization, making it easier to manage and forecast sales.


Your business will grow, and your software should grow with it. Choose a platform that allows you to add or modify features as needed. Salesmate is known for its scalability, offering features that can be customized to fit your evolving business needs.


Your pipeline management software should integrate seamlessly with other tools you use. This ensures smooth data exchange and enhances overall efficiency. Platforms like Keap offer robust integrations with various systems, making it easier to manage sales, marketing, and customer service activities in one place.


A user-friendly interface is crucial. It should be easy for your team to navigate and use the software effectively. Tools like Basecamp are known for their intuitive interfaces, making them a popular choice for businesses of all sizes.


Finally, consider your budget. Compare pricing plans and ensure you’re getting value for your money. For example, Salesmate offers plans starting at $15/user/month, making it a cost-effective option for small businesses.

By focusing on these key factors, you can select a pipeline management software that meets your current needs and scales with your business as it grows.

Next, we’ll discuss best practices for managing your sales pipeline effectively.

Managing Your Sales Pipeline Effectively

Best Practices

Managing a sales pipeline can be tricky, but following best practices can make it easier. Here are some tips to streamline your process:

  • Define Clear Stages: Break down your sales process into clear, manageable stages. This helps in tracking progress and identifying bottlenecks.
  • Consistent Data Entry: Ensure all team members enter data consistently. This keeps your pipeline accurate and reliable.
  • Regular Review: Schedule regular reviews of your pipeline to spot issues early and make necessary adjustments.


Following up with leads is crucial. Studies show that 80% of sales require at least five follow-up calls after the initial meeting, but 44% of salespeople give up after one follow-up. Use automated reminders to ensure no lead is forgotten. Tools like HubSpot can send automatic follow-up emails, saving time and effort.

Lead Prioritization

Not all leads are equal. Use lead scoring to prioritize your prospects. High-scoring leads are more likely to convert, so focus your efforts on them. Pipedrive offers a feature that calculates deal confidence levels based on pipeline stage and other details, helping you prioritize effectively.

Dead Leads

It’s essential to identify and manage dead leads. Regularly clean your pipeline by removing leads that are no longer viable. This keeps your pipeline lean and focused. offers tools to help you identify and archive dead leads efficiently.

Metrics Monitoring

Keep an eye on key metrics like conversion rates, deal age, and the number of qualified leads. Zoho CRM provides robust analytics to help you monitor these metrics. Regularly reviewing these numbers can help you spot trends and adjust your strategy in real-time.

Process Review

Your sales process should evolve with your business. Regularly evaluate your pipeline stages and refine them as needed. Collaboration with your marketing team can also help create content that guides leads through the stages more effectively.

Regular Updates

Keep your pipeline updated. Regularly input new data and move deals through the stages. Tools like Pipedrive’s mobile apps allow you to manage your pipeline on the go, ensuring it’s always current.

Sales Cycle Shortening

A shorter sales cycle means quicker revenue. Identify stages where deals tend to stall and find ways to speed them up. Salesforce CRM uses AI to suggest next steps, helping to keep deals moving forward.

Standardized Sales Process

A standardized sales process ensures consistency and efficiency. Define specific actions for each stage of your pipeline. This promotes best practices like consistent opportunity scoring and accurate sales forecasting.

By implementing these strategies, you can manage your sales pipeline more effectively and drive sustained growth. Next, we’ll compare Salesforce and Pipedrive to help you choose the best tool for your needs.

Salesforce vs. Pipedrive: A Comparative Analysis

When it comes to pipeline management software, two heavyweights often come up: Salesforce Sales Cloud and Pipedrive. Both offer robust features but cater to different needs and preferences.

Salesforce Sales Cloud

Features: Salesforce Sales Cloud is a comprehensive CRM platform. It offers lead and opportunity management, sales forecasting, and customizable dashboards and reports. It also includes collaboration tools for teams to work together seamlessly.

Suitability: Salesforce is ideal for larger organizations with complex sales processes. Its extensive ecosystem of apps and integrations makes it highly versatile. However, this can also mean a steep learning curve. Customization often requires technical expertise or consultancy.

Learning Curve: Salesforce’s vast array of features can be overwhelming for newcomers. Training and onboarding can be time-consuming but are essential for leveraging its full potential.

Cost: Plans start at $25/user/month for the Essentials plan, which includes basic features. The more popular Professional plan starts at $75/user/month, offering more advanced features like sales forecasting and customizable dashboards.


Features: Pipedrive focuses on simplicity and ease of use. It provides a visual sales pipeline, drag-and-drop functionality, and customizable fields. The platform also includes a mobile app for managing your sales activities on the go.

Suitability: Pipedrive is perfect for small to medium-sized businesses looking for a straightforward, user-friendly CRM. Its intuitive interface makes it easy to get started without extensive training.

Learning Curve: Pipedrive’s simple design means a shorter learning curve. Users can quickly adapt and start managing their sales pipeline effectively.

Cost: Pipedrive offers a 14-day free trial. Paid plans start at $29/user/month, making it a cost-effective option for businesses on a budget.

Comparative Summary

CriteriaSalesforce Sales CloudPipedrive
FeaturesComprehensive, highly customizableSimple, user-friendly
SuitabilityLarge organizations, complex sales processesSmall to medium-sized businesses
Learning CurveSteep, requires trainingShort, easy to use
CostStarts at $25/user/month (Essentials), $75/user/month (Professional)Starts at $29/user/month

Choosing between Salesforce Sales Cloud and Pipedrive depends on your business needs. If you need a powerful, customizable tool and have the resources for training, Salesforce is a strong choice. For a more straightforward, budget-friendly option, Pipedrive is ideal.

Next, we’ll explore how free and premium pipeline management tools can enhance your sales process.

Enhancing Sales with Free and Premium Pipeline Management Tools

Free Tools

HubSpot offers a free pipeline management software that is perfect for businesses just starting. It helps you organize and track your entire sales cycle in one place. With HubSpot, you can easily identify roadblocks and track performance from a central sales dashboard. This tool is excellent for small teams looking to streamline their sales process without breaking the bank.

Zixflow also provides a forever-free plan. It allows you to get accustomed to its features and offerings without any upfront investment. Zixflow is customizable and easy to use, making it an excellent option for businesses that want to test the waters before committing financially.

Premium Tools

For those ready to invest in more advanced features, premium tools like EngageBay and Zixflow offer enhanced functionalities.

EngageBay combines CRM, marketing automation, and sales pipeline management. It is designed to help businesses manage their customer interactions more effectively. EngageBay’s premium plans offer advanced features such as sales automation, email marketing, and analytics, which can significantly boost your sales efforts.

Zixflow, in its premium versions, offers advanced customization and automation features. You can segment and tag your audience into different lists and perform list-wide actions like messaging them with a single click. Zixflow’s Kanban View lets you divide your sales pipeline into smaller stages, making it easier to guide prospects and keep track of leads.

Customization and Automation

Customization and automation are critical features that can significantly enhance your sales process.

  • Customization: Tools like Zixflow and HubSpot allow you to customize your sales pipeline to fit your unique business needs. You can create custom fields, stages, and workflows, ensuring that your sales process aligns perfectly with your sales strategy.

  • Automation: Automation features in tools like EngageBay and Zixflow save you time and ensure consistency. For instance, you can automate follow-up emails, schedule appointments, and even set reminders for critical tasks. This allows your sales team to focus more on closing deals and less on administrative tasks.

By leveraging both free and premium pipeline management tools, businesses can find the perfect balance between cost and functionality. Whether you’re a small startup or an established enterprise, there’s a tool out there that can help streamline your sales process and drive more revenue.

Next, we’ll discuss best practices for managing your sales pipeline effectively.


In today’s sales environment, having the right tools to manage your sales pipeline is crucial. Anthem CRM offers innovative solutions designed to streamline operations and enhance efficiency. By integrating features such as automated task management, real-time insights, and comprehensive reporting, Anthem CRM empowers businesses to stay ahead in a competitive landscape.

As the future of sales continues to evolve, adopting advanced pipeline management software like Anthem CRM can significantly improve your sales efficiency. These tools not only help in tracking and managing leads but also provide valuable data for making informed decisions. Continuous improvement is key—regularly evaluating and refining your sales pipeline ensures that you identify bottlenecks and make necessary adjustments for optimal performance.

By leveraging Anthem CRM, you can automate repetitive tasks, gain deeper insights into your sales process, and ultimately drive sustained growth. Discover how Anthem CRM can revolutionize your business operations and take your customer relations to the next level by visiting Anthem CRM.

In conclusion, a well-constructed pipeline is essential for tracking and managing leads effectively. By using the right tools and continuously refining your process, you can drive your business toward sustained growth and efficiency.