List of the Top 25 Sales Tracking Software for Zapier in 2026

Pipedrive is an advanced customer relationship management (CRM) and sales pipeline management tool aimed at assisting companies in monitoring and enhancing their sales workflows. It features automation capabilities, AI-driven sales analytics, and up-to-the-minute reporting to enable businesses to finalize deals more quickly and efficiently. Additionally, with its adaptable workflows, compatibility with numerous applications, and user-friendly design, Pipedrive empowers sales teams of various scales to handle leads, streamline repetitive activities, and assess performance for more informed, data-oriented decisions. This comprehensive platform not only simplifies the sales process but also enhances collaboration among team members, ensuring that everyone is aligned towards achieving common goals.

Act! Advantage is a full front-office CRM solution with all-new functionality, including Interactive Quotes, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadens its footprint across your entire front office and reduces your need for costly, third-party tools. Select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.

Shape Software's specialized sales and marketing automation platform enables you to oversee all elements of your enterprise from a single interface. This cloud-based solution provides a variety of tools designed to assist in managing and automating your digital marketing efforts, including promotions through text, email, and online advertisements, while also capturing leads from various online channels. Additionally, it helps in nurturing potential clients and managing projects throughout your day. You can enhance customer interactions by offering a secure portal that simplifies your intake workflows, utilize ShapeIQ to systematically evaluate leads, and generate comprehensive custom reports. Begin increasing your revenue by exploring the versatile range of services that Shape offers today, ensuring that you stay ahead in an ever-evolving market.

Kixie: Intelligent Calling and Texting Solutions for Revenue Teams Kixie serves as an AI-driven sales engagement platform designed to enable teams to connect more swiftly, secure additional deals, and grow seamlessly—all while maintaining a personal touch. 🔥 Outbound Sales: Elevate connection rates by as much as 400% through AI-enhanced Local Presence, Multi-Line PowerDialer, and Spam Risk Prevention. 🚀 Marketing: Streamline calls and texts for immediate follow-ups and impactful outreach—all without the hassle of manual processes. 📞 Inbound Sales & Customer Service: Manage a higher volume of calls with intelligent CRM-based routing, shared SMS inboxes, and instant auto-responses. 📊 Revenue Operations & Leadership: Access AI-generated insights, real-time coaching resources, and sophisticated analytics to enhance your team's performance. 💥 Transform your sales force today! Explore our website to begin your journey for free, with no credit card necessary, and discover the difference Kixie can make.

RepCard is field sales management software purpose-built for door-to-door sales teams in home services industries including roofing, solar, pest control, HVAC, and fiber. It functions as a Sales Operating System that combines sales enablement, lead management, rep recruiting, team training, and customer marketing into a single platform for outside sales organizations. Sales managers and VPs of Sales use RepCard to get real-time visibility into field activity, monitor pipeline health, track sales performance with analytics and leaderboards, and manage teams ranging from 3 reps to 100+. Reps use RepCard to capture leads at the door, send digital business cards with personalized video introductions, receive smart notifications when prospects engage, and automate follow-up without switching between apps. The platform covers four core areas of field sales operations. Recruiting: source candidates and onboard new reps with built-in workflows. Training: structure onboarding content and set performance benchmarks so reps are field-ready fast. Selling: manage territories, track activity, capture and route leads, and move deals through the pipeline with real-time visibility. Marketing: automate customer touchpoints, send digital business cards, and trigger follow-up based on prospect engagement. RepCard is an alternative to running field sales operations across disconnected point tools. Instead of separate canvassing software, a CRM, a recruiting platform, and marketing automation, RepCard handles everything in one place. Zero double entry. One system for the full door-to-door sales operation. Designed by former door-to-door sales reps and managers with direct experience across pest control, solar, roofing, and other home services verticals. Every feature was built because the team experienced the problem firsthand, managing outside sales teams with tools that were never designed for how field sales and door-to-door sales actually work.

HubSpot serves as an AI-driven customer platform that combines all the essential software, integrations, and tools required to unify your marketing, sales, and customer support efforts. By utilizing HubSpot’s connected platform, businesses can accelerate growth by prioritizing the most critical aspect of their operations: customer engagement. The HubSpot CRM goes beyond being merely a tool; it is the core of your business operations. This CRM solution empowers your team to cultivate stronger relationships with customers, fundamentally changing how you communicate with them. It provides a seamlessly integrated environment for sales, marketing, and customer service, enabling deep insights into your customer interactions. Everything is neatly organized within an intuitive dashboard that boosts your team's productivity. As your business evolves, our platform is built to scale, offering adaptable solutions that cater to your changing requirements. Additionally, HubSpot CRM features a robust free version filled with vital functionalities, making it an excellent option for forward-thinking businesses. This innovative CRM is set to redefine customer management; every customer interaction represents a chance for growth and improvement. You can schedule a demo to explore our premium offerings, or you may begin using our extensive range of free tools right away.

Zoho CRM presents a user-friendly and organized interface enriched with distinctive features designed to enhance the chances of converting leads into customers. Its intuitive dashboard enables users to execute 'macros' that optimize the process of reaching out to leads, while also facilitating the monitoring of sales progress. Additionally, administrators are equipped to oversee missed opportunities and identify top-performing agents, empowering them to make informed decisions that can significantly influence the business through the use of comprehensive sales reports. With these tools at their disposal, businesses can fine-tune their strategies for greater effectiveness.

Managing your CRM shouldn't be a source of anxiety. Nutshell serves as a comprehensive platform for CRM, sales automation, and email marketing, designed to aid B2B organizations in collaborating effectively to secure more deals. User-friendly yet robust enough to meet the needs of any business, Nutshell is tailored for teams looking to eliminate the hassle of juggling multiple sales and marketing tools, without incurring the cost of a full-time administrator to manage their software ecosystem. Every subscription to Nutshell comes with unlimited data storage, customizable reporting options, complimentary assistance for data migration, and outstanding live support, all at a budget-friendly price. It seamlessly integrates with the software that small businesses are already familiar with, such as Google Workspace, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Additionally, Nutshell provides dedicated mobile applications for both iPhone and Android users. As a prominent CRM solution for small businesses with a vast global customer base, Nutshell is perfectly suited for any B2B enterprise that prioritizes relationship-building, including sectors like manufacturing, professional services, technology, wholesale, and non-profit organizations. Explore what Nutshell has to offer—you might just find the perfect partner for your business growth journey.

BNTouch Mortgage CRM delivers a comprehensive digital mortgage solution encompassing CRM, marketing, point-of-sale, and additional resources aimed at enhancing the growth of mortgage firms and loan officers. Key features include: - Automated SMS and email marketing campaigns - Efficient lead distribution and management - Over 35 unique mortgage tools - A digital 1003 application - Ready-to-use marketing collateral - Tailored video marketing solutions - Curated content for social media platforms - Integration capabilities with LOS, Outlook, Zapier, and more - Plus many additional features Don't hesitate to reach out to us today!

GreenRope CRM serves as a comprehensive solution for managing customer relationships, designed to enhance growth through improved visibility and lead generation. Its user-friendly interface allows for the utilization of sophisticated automation, predictive analytics, and AI technologies. The extensive features offered by GreenRope empower you to engage effectively with both clients and potential leads. Additionally, all essential tools for maintaining contact, such as email marketing, social media engagement, and advanced marketing automation, are readily accessible. With GreenRope, fostering relationships and staying relevant in your contacts' minds has never been simpler or more efficient. This seamless integration of features not only streamlines communication but also optimizes your marketing strategies for better results.

Creating engaging videos is effortless with Dubb, allowing you to boost your engagement, bookings, sales, and overall revenue regardless of your location. Enhance your social media and email interactions to secure more significant appointments in your schedule. Your sales funnel can effectively attract a larger pool of potential clients. Dubb's video landing pages are designed for easy sharing via email or SMS, converting viewers into customers seamlessly. We are committed to supporting you wherever you are on your business journey. Start your free trial of Dubb today and explore the transformative power of video in your strategy. With the Dubb Mobile App, crafting dynamic business videos has never been simpler. You can distribute your videos across your preferred platforms and incorporate multiple calls-to-action to drive engagement. Additionally, you can monitor how your contacts interact through emails, forms, videos, and various calls-to-action. The Dubb Mobile App empowers you to create compelling business videos effortlessly, helping you reach your audience effectively while boosting your conversion rates. Consider utilizing this tool to elevate your video marketing strategy and track your engagement metrics effectively.

Stop juggling various tools and start using Freshworks CRM, which has evolved from Freshsales and Freshmarketer to incorporate AI technology. This platform provides a comprehensive view of your prospects and clients, integrating marketing automation, salesforce automation, chat, and telephony into one efficient solution. With the assistance of Freddy AI, Freshworks CRM enables you to identify top leads, enhance customer interactions, finalize deals, and effectively nurture your existing clientele through an intelligent and all-encompassing system. By utilizing Freshworks CRM, your sales team gains enhanced access and oversight of a superior CRM experience. This robust platform serves as a powerful CRM and lead management solution, designed to help dynamic sales teams seize more opportunities while eliminating guesswork from the sales process. It offers a variety of features, including integrated phone and email capabilities, task management, appointment scheduling, note-taking, user behavior tracking, and comprehensive reporting tools. Through this system, you can engage in contextual conversations that significantly boost your chances of capturing more business. By attracting visitors and converting them into qualified leads, you can drive your sales success to new heights.

Enhance your sales effectiveness with Zendesk Sell, which was previously known as Base, a cutting-edge CRM system specifically designed for today's sales teams. This platform simplifies operations for sales teams of all sizes, ranging from small businesses to large enterprises, boosting their productivity while providing clearer insights into sales pipelines. Thanks to its intuitive interface, teams can efficiently access and evaluate essential data, prioritize leads and opportunities, and take sales actions based on informed insights. Users have the convenience of making calls, sending emails, scheduling meetings, and keeping track of deal histories all from one centralized platform, thus eliminating the hassles of manual data entry. When it comes time to close deals, Zendesk Sell allows you to do so from virtually anywhere, ensuring that the functionality of a desktop tool is available in your pocket, even offline. In contrast to traditional sales management systems, which can often be complex and hard to use, Zendesk Sell prioritizes ease of use, enabling sales professionals to concentrate on their primary goal—selling. This forward-thinking approach not only boosts efficiency but also encourages teamwork among colleagues, making it an essential tool for any sales organization looking to thrive in a competitive market. Moreover, its adaptability to various sales strategies makes it suitable for a wide array of business models.

Vtiger serves as a comprehensive solution that empowers Sales, Marketing, and Support teams to work together seamlessly, enhancing the overall customer experience. By centralizing customer information, Vtiger ensures that every team member has access to a holistic view of the customer. With over 300,000 businesses utilizing Vtiger CRM, it plays a vital role in boosting revenue, fostering customer loyalty, and enhancing team effectiveness, effectively eliminating the silos that often exist between sales, marketing, and support departments. Vtiger's All-in-One CRM enables teams to craft unforgettable interactions throughout the entire customer journey, ensuring that all aspects of customer engagement are covered. Marketing teams are tasked with capturing and nurturing leads, while sales teams can efficiently score, track, and finalize deals. Furthermore, support teams benefit from the ability to review customer histories, allowing them to deliver outstanding assistance whenever needed. Additionally, Vtiger's integrated approach helps to streamline communication and collaboration, creating a more unified and responsive organization.

HubSpot's sales platform alerts you when a prospect engages with your emails, enabling you to monitor every interaction and consolidate all your activities in a single dashboard. You can begin with a free trial and scale up as your needs evolve. The sales tools provided by HubSpot streamline your workflow throughout the sales funnel, allowing you to set up personalized reminders and automated follow-up emails that are sent at optimal times. Additionally, you can create email templates for repetitive messages, analyze their effectiveness, and share the best-performing templates with your team to enhance collaboration. Notifications will inform you as soon as leads open an email, click on links, or access attachments, empowering you to promptly engage with the most promising prospects. You also have the option to interact with potential clients through live chat on your website, which helps avoid unnecessary email exchanges and missed phone calls. By sharing a link, leads can select a mutually convenient time for meetings. Furthermore, the platform automates the tedious task of manual entry by logging each lead's contact details, their email interactions, and more, allowing for efficient lead management and automated processes like lead rotation. This comprehensive approach ensures that you stay organized and responsive, ultimately leading to enhanced productivity and sales success.

Teamgate is an intuitive and highly effective CRM designed specifically for Sales and SaaS professionals, catering to everyone from startups to large enterprises. This comprehensive web-based sales CRM solution enhances your sales journey and fosters business expansion. With a multitude of features that streamline every phase of the sales cycle, from identifying leads to finalizing sales, Teamgate stands out in the market. It effortlessly connects with popular business applications like Mailchimp, Intercom, Quickbooks, and Zendesk, enabling sales teams to consistently surpass their targets. Furthermore, Teamgate eliminates unexpected implementation expenses, consulting costs, and additional fees. This makes it not only a powerful tool but also a cost-effective choice for organizations looking to optimize their sales processes.

Gain a deeper understanding of your customers and grow your business with Insightly. This powerful and intuitive customer relationship management (CRM) solution is designed specifically for small and medium-sized enterprises, enabling teams to increase sales, nurture relationships, and deliver projects on time. It offers smooth integrations with widely used applications such as Gmail, Office 365, and MailChimp. Furthermore, Insightly equips organizations with crucial tools to manage contacts throughout the sales journey, oversee customer interactions, and monitor their sales pipeline, along with numerous other features. By utilizing Insightly, companies can streamline their operations and enhance customer satisfaction, ultimately leading to greater success in their endeavors. Embracing this platform opens up new avenues for growth and efficiency, allowing businesses to thrive in a competitive landscape.

Keeping an eye on field operations is crucial for effective business management. Sales teams can easily access essential field data to drive well-informed strategies. With the ability to integrate seamlessly with any CRM, Badger provides sales representatives direct access to vital field information. By leveraging Badger Maps, your team can enhance their sales routes and improve overall sales. Additionally, Badger Maps offers customized training programs designed to elevate your sales team's performance numbers. You will have a dedicated point-of-contact to ensure that operations align perfectly with your expectations. The specialists at Badger will assist you in organizing your data in the most effective manner. Furthermore, onboarding your team is streamlined with specialized training tailored to your specific requirements. The map-based visualization feature allows for easy identification of untapped leads and accounts that require more attention. Managers benefit from insights into their representatives' field activities and performance, enabling them to refine territories for better sales outcomes. Ultimately, this comprehensive approach ensures that your sales strategy is both efficient and effective.

Tracknow provides a specialized software solution for affiliate marketing, catering to various sectors such as Multi Level Marketing, Influencers, IB, and iGaming. With Tracknow, businesses can effectively implement a sophisticated affiliate program tailored to their needs. ✓ Take advantage of a 14-day free trial without the need for a credit card. ✓ There are no initial setup fees involved. ✓ Customer support is available around the clock, seven days a week. ✓ You can cancel your subscription at any time without hassle. Additionally, Tracknow's user-friendly interface simplifies the management of affiliate partnerships, ensuring a seamless experience for all users.

Thryv is a comprehensive platform designed for small businesses, enhancing the client experience by simplifying job applications, management, and payment processes. With this innovative software, tasks are automated, ensuring that customers remain central to operations while maintaining security. ThryvPay stands out as a valuable tool that allows service-oriented businesses to accept and manage credit card and ACH payments, potentially saving thousands in transaction fees. Among its impressive features are next-day funding, automatic recurring billing, client-side convenience fees, integration with QuickBooks, and the ability to schedule payments automatically. Thryv is accessible across various devices, including tablets, desktops, and mobile apps, ensuring seamless business management and outstanding customer support. Additionally, it integrates effortlessly with existing digital tools, further optimizing the management of small businesses and enhancing overall efficiency. This powerful platform not only simplifies operations but also empowers business owners to focus on growth and customer satisfaction.

JobNimbus, recognized as the top all-in-one roofing application with a stellar 4.8 rating on app stores, has been empowering contractors since its establishment in 2013. This invaluable tool is utilized by countless contractors to efficiently oversee every aspect of their business, encompassing marketing, sales, and production. "This is absolutely incredible!" "This is truly fantastic!" ** MARKETING ** • Search Engine Optimization • Paid Advertising • Google Business Profile • Website Management ** SALES ** • Scheduling Capabilities • Lead Tracking • Visual Boards • Tailored Sales Workflows • Sales Automation Features ** PRODUCTION ** • Production Boards • Customized Job Workflows • Automation for Production Tasks • Note-taking Options • Task Management • Direct Ordering from Beacon Pro+ and Roof Hub SRS • Work Orders • Subcontractor Coordination • Comprehensive Reporting ** BILLING ** • Invoicing Solutions • JN Payments System • Text-to-Pay Functionality • Financing Options • QuickBooks Two-Way Sync ** COMMUNICATION ** • Engage Texting Feature • Email Integration • Caller ID Functionality • @mentions for Team Collaboration • Job Sharing Capabilities • Centralized Notification Center Equipping your entire team with this comprehensive roofing app guarantees enhanced efficiency and streamlined processes. With JobNimbus, contractors can truly elevate their business operations.

Salesmate is an all-in-one web-based CRM solution designed to streamline your business's sales, marketing, and customer service teams, enabling them to collaborate effectively and drive revenue growth. Serving as a single source of truth, it offers a comprehensive view of all contacts, empowering your marketing team to design targeted campaigns aligned with company objectives. Meanwhile, your sales team can efficiently oversee their sales pipeline, equipped with tools to enhance communication, increase outreach speed, and eliminate missed opportunities due to disorganization. Additionally, your customer service team can nurture key client relationships and identify upsell prospects, contributing to overall revenue enhancement. By utilizing Salesmate, all departments can align their efforts towards common goals, fostering a collaborative environment. To experience its benefits firsthand, sign up for their 15-day free trial and discover how Salesmate can transform your business operations!

Sugar Sell differentiates itself as a unique Customer Relationship Management system, featuring a broad spectrum of capabilities such as sales-force automation, marketing initiatives, customer support, collaboration functionalities, mobile access, social CRM integration, and detailed reporting tools. By implementing Sugar Sell, both individuals and teams can recover valuable time to focus on projects and interact more efficiently with customers, which in turn boosts sales performance. Discover the benefits experienced by top brands by exploring Sugar Sell today. In contrast to other customer management solutions, Sugar Sell promises an outstanding user experience that truly distinguishes it. Honored as a four-time recipient of satisfaction, reliability, and technical support accolades in PCMag’s Business Choice Awards, Sugar has earned the trust of numerous businesses. The platform's real power lies in the story it creates—integrating your customers, your business, and its future direction. When you aim to provide every employee with timely and pertinent information, Sugar Sell stands out as the premier solution for enhancing customer experience, not only meeting needs but anticipating them before they arise. Moreover, adopting this cutting-edge platform can result in significant transformations for your organization, fostering growth and innovation.

Clientjoy is a comprehensive CRM solution that allows users to efficiently handle their sales pipeline, client interactions, appointments, emails, proposals, contracts, invoices, payment collections, and email campaigns. It is acclaimed for combining the functionalities of eight powerful tools into one user-friendly platform, eliminating the feeling of being overwhelmed. Accelerate the growth of your agency by fostering enduring relationships with clients throughout every stage of their journey. Establish streamlined processes that ensure your sales team is always clear on their next steps, while the sales pipeline feature highlights crucial tasks that require your attention, ensuring no opportunity slips through the cracks. Gain insights and maintain control with real-time reports and updates on all sales activities conducted by your team. Effortlessly create proposals and contracts using pre-defined templates and items, saving valuable time. Moreover, manage client information and contacts securely on the platform, with customizable access permissions, allowing you to maintain privacy and control. Access a comprehensive history of interactions with each client in a centralized location, covering projects, proposals, and invoices. Designed specifically for small and medium-sized businesses, including agencies and freelancers, Clientjoy CRM offers a 14-day trial to explore its features. Currently, a limited-time lifetime deal is available for just $129 per user, providing excellent value for those seeking a long-term CRM solution.

BoomTown provides a comprehensive range of services such as expert lead generation, IDX websites, an intelligent CRM, and effective lead management, all available in flexible options that evolve with your success. Experience the reasons behind BoomTown's repeated recognition as the highest-rated CRM in real estate! With a well-defined vision of your objectives, our team is equipped with the knowledge to assist you in achieving them. Acting as an integrated extension of your workforce, we connect with prospective clients 24/7, ensuring responses in as few as 90 seconds and nurturing leads for up to a year, so agents can focus on clients ready to transact. You can be confident that each prospect is given the proper attention, allowing agents to dedicate their efforts to active buyers and sellers while enhancing conversion rates. The top professionals in the industry distinguish themselves through innovative strategies, which is why they choose BoomTown over other CRM solutions to facilitate their success. It is the leading real estate platform specifically created to simplify the processes of generating, qualifying, managing, and converting leads, streamlining your path to success more than ever before. By opting for BoomTown, you are gaining not only a tool but also a committed partner focused on elevating your real estate business to new heights. Together, we can transform how you engage with clients and drive your business forward.