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Why use sales software anyway

Whether you work in software sales or car sales, a business consisting of 2 salespeople or 200, the odds are you are using one or more tools to facilitate your sales process. Spreadsheets and email tools sure are a great start, but often they just don’t cut it.

Sales software, or a sales platform, is a centralized sales hub that is designed to present data in an easy and readable format, allowing salespeople to collaborate, optimize their sales process and even forecast sales cycles. According to Tech News World, more than half of all businesses expect to improve their sales using a sales platform. Other proven benefits of sales software include increasing customer satisfaction and customer retention, generating new businesses and reducing overall costs. Want to see what a sales platform looks and feels like?

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Sales software popular features


Pipeline and deals

When looking for software for sales, start by exploring its fundamentals. Pipelines and deals are the foundation of every professional sales CRM. These features allow you to visualize your sales process and move your deals to won. We recommend that you choose sales software that’s as customizable as possible to adapt it to your business model and workflow.

With Pipedrive, for example, you can add deals, their value, win probability and expected close date, then organize and track them by your pipeline stages. You can customize the stages to suit your sales cycle, create team pipelines and filter results by rep or stage, or have one for each team member. Colored cues draw your attention to deals about to go cold, so you know which to tackle first.


Custom fields

Drag-and-drop interface

Intuitive design

Mobile app

Access your sales data on the go from any device

Recurring revenue

Keep track of all your subscriptions and repeat customers

Lead generation chatbot

Automatically interact with your web visitors 24/7

Contact management

Gain valuable insights about your contacts with one click



Another crucial aspect of a sales platform is automation. Automation features help you improve your flow, save time and cut your expenses. Sales software should always offer different automation features for a variety of administrative and repetitive tasks.

With Pipedrive, for example, you can automate just about any step of your sales process for your entire team, allowing you to auto-nurture leads while you focus on high-priority tasks. Set triggers and desired actions, then let our powerful automation do the work for you. You can also automate personalized email templates to go out when you create a deal or move a deal along pipeline stages.

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Insights and reporting

Professional sales software should provide you with actionable insights. For example, through reports and visual dashboards. Unlike spreadsheets, visual reports offer users all data they need at a glance and point them in the right direction to sales optimization. Tip: make sure your reports are customizable to best reflect your business KPIs.

With Pipedrive, you can add custom fields to your reports to log and track just about any variable, as well as filter and reveal winning patterns or bottlenecks. You can keep your most important reports and KPIs in one centralized location for easy tracking. Lastly, you can set individual, team and even company-wide goals, then track progress with real-time metrics on customizable dashboards and reports. You can share a link to the reports with anyone, whether they are Pipedrive users or not.


Visual reports

Pipeline metrics

Custom dashboards


Email and communication tracking

Lastly, your ideal software for sales must offer robust email and communication tracking. Such tracking allows you to manage sales conversations by automatically linking them to deals and contacts.

With Pipedrive, you can see tracking from within the platform and get live notifications whenever your emails are opened, or links are clicked, helping you follow up with the right contact at the right time. To support your communication further, Pipedrive offers a selection of emailing features such as two-way email sync, a variety of ready-made email templates and a group email feature, to name just a few.

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Internal chat integration

Assign chats requests on your website to sales reps

Task management

Manage all sales-related tasks from one place

Invoice and billing

Create and send invoices to your invoicing app directly from Pipedrive

Lead qualification

Capitalize on dedicated lead qualification features

Join over 95,000 companies

Sales software to help you grow

Pipedrive is designed to:

  • Help you close more deals
  • Cut sales-related legwork
  • Allow everyone on your team to collaborate better
  • Automate sales tasks
  • Support your customer communication
  • Create customized sales reports

Sales tool used by 95,000 companies

In the forecast view, we look at what deals are due to close this month, next month just to make sure everyone is really honest about what they should be working on.

Carolyn PearsonFounder, Maiden Voyage

One of the favorite features within Pipedrive is the email integration. It pulls all of the clients details in, so that we don’t have to think about it.

Erin and DrewFounders, Pro Arts

As a business owner, my favorite feature in Pipedrive is the statistics and being able to look at the dashboard and use those metrics to help each individual on the team.

Lisa CoyleCEO, 360 Payments

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How to choose a sales platform? What does Pipedrive look like in action and what does it offer that other CRMs don’t? We’ve gathered some useful information for you so that you can choose the sales hub that truly works for you, not the other way around:

Sales software FAQ

  • What is sales software?

    Sales software is software designed to support all sales activities across the entire sales cycle through a variety of sales-focused features such as visual pipelines, activities and automations.

  • What is the best sales software for me?

    First, make sure the software you’re looking into is recognized by trusted websites and official advisory firms. For example, Pipedrive is recognized by Gartner and is highly rated by Trustpilot, Software Advice, Capterra, G2 and many other reputable sources. Once you’ve ticked that box, proceed to a comparison of features and price to make sure you get the best value for money.

  • What is Pipedrive?

    Pipedrive is a CRM designed for salespeople across all industries. Its purpose is to improve the overall quality of sales and sales communication and help companies drive more deals and leads.

  • How to use Pipedrive?

    Using Pipedrive is as intuitive as it gets but, just to make sure you get the most out of it, we’ve created a help center packed to the brim with tutorials, how-to articles and a helpful community of Pipedrive users who’ll be more than happy to share some of their tips and tricks with you!

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