Sales teams lose hours every week on manual data entry and scattered follow-ups. If you’ve ever forgotten to update a deal stage or lost track of a hot lead, you know how frustrating an unorganized pipeline can be.

With the right pipeline management tool, you don’t have to waste time on admin work. These tools automate tracking, organize your sales process, and give you clear visibility into every deal.

In this blog, we’ll explore the best pipeline management tools to help your team work smarter, stay organized, and keep deals moving forward.

How Pipeline Management Tools Make Sales Easier

A disorganized sales pipeline can slow down deals, cause missed follow-ups, and create unnecessary admin work. Pipeline management tools solve these problems by automating tasks, improving visibility, and keeping deals on track.

One of the biggest benefits is eliminating manual tracking. Instead of logging calls, emails, and meetings by hand, these tools automatically capture sales activities, saving hours of data entry.

They also give a clear view of every deal. Reps always know what stage a deal is in, and managers can spot issues early to help the team stay on course.

Following up with leads is easier, too. Built-in reminders and automation keep sales reps on schedule so no one forgets to check in at the right time.

A well-managed pipeline also helps teams focus on the right deals. Sales reps don’t waste time on low-priority tasks and can concentrate on closing deals faster.

These tools also come with easy-to-read reports that show what’s working and what’s not. With better insights, teams can adjust their approach, plan ahead, and hit their goals.

10 Best Pipeline Management Tools to Keep Your Sales on Track

The right pipeline management tool helps sales teams stay organized, track deals efficiently, and reduce manual work. Check out some of the best options:

1. Truva

Truva is the ultimate pipeline management tool for sales teams tired of manual updates and missed follow-ups. It automates sales activity tracking, extracts key details from conversations, and keeps your CRM updated without the extra work.

With Truva, sales reps spend less time on admin tasks and more time closing deals. The platform records meetings, emails, and voice notes and organizes everything into actionable insights. No more scrambling for lost details or struggling with outdated records.

Unlike traditional CRM tools, Truva intelligently captures and structures data, making sure every deal is logged accurately.

Whether you’re managing high-volume sales or complex enterprise deals, Truva helps teams stay organized and easily move deals forward.

Key Features

• Automated sales tracking – Records all sales activities, including online and in-person meetings, emails, and voice notes, so nothing is overlooked.

• Customizable data extraction – Pulls key details like goals, pain points, and next steps from conversations, fully configurable to fit your sales process.

• Automatic CRM updates – Updates your CRM in real time, eliminating manual data entry and ensuring data accuracy.

• Actionable insights – Provides meeting summaries, complete transcripts, and recordings, making follow-ups effortless.

• Intelligent follow-ups – Suggests the next best action based on meeting content, helping sales reps stay on track.

• Sales activity analytics – Delivers insights into speaking patterns, customer engagement, and sentiment, refining sales strategies.

• Seamless integrations – Works effortlessly with HubSpot, Salesforce, Zoom, Microsoft Teams, and Slack, ensuring a smooth workflow.

Sales teams using Truva have seen up to a 25% increase in sales by automating repetitive tasks and focusing on high-value activities. Sign up for free or book a demo today!

2. Pipedrive

Source: Pipedrive.com

Pipedrive is a pipeline management tool designed for sales teams that want a simple, visual approach to tracking deals. It provides an intuitive drag-and-drop interface, making moving deals through different stages easy.

With automation features, sales reps can schedule follow-ups, track conversations, and set reminders without adding extra workload.

Pipedrive is a useful option for small to mid-sized teams looking for a no-fuss pipeline management tool. It integrates with popular CRMs and communication tools, helping teams stay organized without overwhelming them with too many features.

Even though it offers solid automation, it lacks advanced AI-driven insights and requires manual customization for some workflows.

Pros

• Easy-to-use interface – The drag-and-drop pipeline view makes deal tracking simple.

• Automation for follow-ups – Reminders and task automation help sales teams stay on top of deals.

• Integration with popular tools – Works well with CRMs, email platforms, and communication tools.

• Customizable pipeline stages – Adapts to different sales processes.

• Affordable pricing – A budget-friendly option for small to mid-sized teams.

Cons

• Lacks advanced AI insights – Does not offer AI-driven recommendations like some competitors.

• Requires manual customization – Setting up workflows and automation takes time.

• Limited reporting – Lacks deep analytics for forecasting and performance tracking.

• Not ideal for complex sales cycles – Works best for straightforward, short sales cycles.

• No built-in email sequencing – Lacks advanced email automation features.

3. HubSpot Sales Hub

Source: HubSpot.com

HubSpot Sales Hub is a pipeline management tool built into HubSpot’s CRM, making it a great choice for teams that want an all-in-one solution.

It offers deal tracking, email automation, and reporting features that help sales teams stay organized and focused on closing deals.

Since it's part of the HubSpot ecosystem, Sales Hub works seamlessly with marketing and customer service tools, giving businesses a more connected approach to managing customer relationships.

While the free version includes basic features, many advanced tools require a paid plan, which can become expensive for growing teams.

Pros

• Built-in CRM integration – Connects sales, marketing, and customer service in one platform.

• Automated deal tracking – Logs sales activities, emails, and meetings automatically.

• Email templates and sequences – Helps streamline outreach and follow-ups.

• Strong reporting features – Provides sales forecasting and performance insights.

• User-friendly interface – Clean and intuitive, making it easy for teams to adopt.

Cons

• Can be expensive – Advanced features are locked behind higher-tier plans.

• Steep learning curve – Takes time to set up and fully utilize all features.

• Limited customization – Some automation features are not as flexible as standalone tools.

• Slower performance with large data sets – Can lag when managing a high volume of deals.

• Not ideal for non-HubSpot users – Works best if you’re already using the HubSpot ecosystem.

4. Zoho CRM

Source: Zoho.com/crm

Zoho CRM is a CRM and pipeline management tool designed for small to mid-sized businesses looking for automation without high costs.

It offers deal tracking, workflow automation, and AI-powered sales insights, making it a solid choice for teams that need a balance between affordability and functionality.

With Zoho CRM, sales teams can customize their pipeline stages, automate follow-ups, and gain visibility into deal progress. It also integrates with Zoho’s ecosystem of business tools, making it useful for companies that rely on multiple Zoho products.

However, its interface can feel outdated, and some advanced features require extra setup, making it less intuitive compared to other platforms.

Pros

• Affordable pricing – One of the most budget-friendly options with a free plan for small teams.

• AI-powered sales insights – Includes Zia, an AI assistant that provides recommendations.

• Customizable pipeline stages – Allows teams to tailor workflows to their sales process.

• Workflow automation – Automates follow-ups, deal progression, and data entry.

• Integrates with Zoho’s ecosystem – Works well with other Zoho business apps.

Cons

• Interface can feel outdated – The UI is not as modern or intuitive as competitors.

• Limited third-party integrations – Works best within the Zoho ecosystem, limiting flexibility.

• Setup can be complex – Customizations and automation require additional configuration.

• Mobile app experience is inconsistent – Some features don’t work as smoothly on mobile.

• Advanced features require higher-tier plans – AI and deep analytics are only available in premium versions.

5. Freshsales

Source: Freshworks.com/crm/sales/

Freshsales is a pipeline management tool designed for teams that want AI-driven insights to improve their sales process.

It helps sales reps track deals, automate workflows, and personalize follow-ups using Freddy AI, its built-in assistant.

Freshsales offers a clean interface, strong automation features, and built-in phone and email tracking, making it a good fit for teams that want everything in one place.

Yet, its advanced AI capabilities are only available in higher-tier plans, and it may not be as customizable as other CRMs for businesses with unique sales processes.

Pros

• AI-powered deal insights – Freddy AI analyzes sales data and suggests the next best action.

• Built-in email and phone tracking – Logs interactions directly into the CRM.

• Workflow automation – Reduces manual tasks like follow-ups and data entry.

• User-friendly interface – Simple and easy to navigate for sales teams.

• Affordable entry-level pricing – Competitive pricing for small to mid-sized teams.

Cons

• AI features require higher-tier plans – Advanced sales automation and insights are locked behind premium versions.

• Limited integrations compared to competitors – Not as many third-party app connections as some CRMs.

• Customization options are not as flexible – Some workflows may require workarounds.

• Reporting features could be deeper – Lacks advanced forecasting and analytics.

• Support response times can vary – Some users report slow customer service response times.

6. Salesforce Sales Cloud

Source: Salesforce.com

Salesforce Sales Cloud is sales pipeline management software designed for larger sales teams that need advanced automation, reporting, and customization.

It offers deep insights into sales performance, AI-powered forecasting, and a highly flexible workflow system.

Salesforce is suitable for businesses with complex sales processes, as it provides detailed tracking of every deal stage, automated task management, and seamless CRM integration.

However, it comes with a steep learning curve and higher costs, making it less accessible for smaller teams or businesses looking for a simple solution.

Pros

• Highly customizable workflows – Adaptable to different sales processes and industries.

• Advanced AI-driven forecasting – Uses predictive analytics to improve sales strategy.

• Comprehensive reporting – Provides in-depth insights into pipeline performance and team productivity.

• Scales with business growth – Suitable for startups, mid-sized teams, and enterprises.

• Extensive integration options – Connects with thousands of apps and third-party tools.

Cons

• Steep learning curve – Requires training to navigate and fully utilize its features.

• Higher cost – Advanced features and customization come at a premium price.

• Complex setup process – Takes time to configure workflows and integrations properly.

• Not ideal for small teams – Best suited for larger organizations with dedicated sales operations.

• Can be overwhelming – Feature-heavy, which may not be necessary for all teams.

7. Monday Sales CRM

Source: Monday.com

Monday Sales CRM is a pipeline management tool designed for teams that prefer a customizable, visual approach to tracking deals.

Its drag-and-drop interface makes it easy to move deals through different stages, and teams can personalize their pipeline setup to match their sales process.

Unlike traditional CRMs, Monday Sales CRM focuses on team collaboration and workflow flexibility, making it a great choice for sales teams that need both project management and deal tracking in one platform.

But, it lacks advanced AI insights and deep automation, which may not suit teams looking for high-level forecasting or fully automated workflows.

Pros

• Highly customizable – Teams can create workflows tailored to their sales process.

• Easy-to-use interface – Drag-and-drop functionality makes pipeline tracking simple.

• Great for team collaboration – Allows multiple departments to work together on deals.

• Integrates with popular tools – Connects with Slack, Gmail, HubSpot, and more.

• Affordable for small teams – A budget-friendly option compared to enterprise CRMs.

Cons

• Lacks AI-powered insights – No built-in AI for deal recommendations or sales forecasting.

• Limited automation – Requires manual input for some processes.

• Basic reporting – Lacks advanced analytics found in tools like Salesforce.

• Not ideal for complex sales cycles – Works best for straightforward sales pipelines.

• Add-ons can increase costs – Some features require paid upgrades.

8. Insightly

Source: Insightly.com

Insightly is a CRM and pipeline management tool designed for small to mid-sized businesses. It combines deal tracking, automation, and project management in one platform, making it a good choice for teams that want an all-in-one solution.

With Insightly, sales reps can track leads, set up automated workflows, and integrate pipeline data with project management tools.

However, its interface can feel outdated, and its customization options are more limited compared to other CRMs.

Pros

• CRM and pipeline management in one – Combines contact management with deal tracking.

• Workflow automation – Automates follow-ups, tasks, and deal progression.

• Project management features – Helps teams manage post-sale tasks and projects.

• Strong Google and Microsoft integrations – Works well with Gmail, Outlook, and Office 365.

• Affordable pricing – Budget-friendly plans for small businesses.

Cons

• Outdated interface – Not as modern or intuitive as other tools.

• Limited customization – Workflow and pipeline setup are less flexible.

• Basic reporting features – Lacks advanced analytics for sales forecasting.

• Not ideal for large teams – Suitable for small to mid-sized businesses.

• Slower customer support – Some users report delays in resolving issues.

9. Close

Source: Close.com

Close is a CRM and pipeline management tool built for sales teams that rely heavily on phone calls, emails, and SMS to close deals.

It offers built-in calling, email tracking, and workflow automation, making it ideal for inside sales teams and high-touch outreach.

Close focuses on communication-driven pipeline management, helping reps stay engaged with leads without constantly switching between different apps.

However, it lacks advanced AI insights and may not be the best fit for teams needing deep reporting or field sales management.

Pros

• Built-in calling and SMS – Lets sales reps call and text prospects directly from the platform.

• Email automation and tracking – Helps teams stay on top of outreach and follow-ups.

• Simple and intuitive UI – Easy to set up and use, with minimal training required.

• Great for remote sales teams – Cloud-based and optimized for distributed teams.

• Strong reporting on communication activity – Tracks email open rates, call logs, and responses.

Cons

• Limited AI-driven insights – No advanced sales forecasting or predictive analytics.

• Not ideal for complex deal tracking – Works best for straightforward, high-volume pipelines.

• Lacks deep customization – Workflow automation is more limited than in larger CRMs.

• No project management features – Focuses solely on sales pipeline and communication.

• Higher pricing for advanced features – Some key automation features are only available in premium plans.

10. Keap

Source: Keap.com

Keap is a CRM and sales pipeline management tool designed for small businesses, startups, and solopreneurs who need a simple, automated way to track leads and manage customer interactions.

It offers built-in email automation, invoicing, and appointment scheduling, making it ideal for businesses that want an all-in-one system.

Unlike enterprise-level CRMs, Keap is built for ease of use, helping small teams organize their sales pipeline without complex setups or steep learning curves.

Its customization options are limited, and it lacks the deep reporting and analytics features found in more advanced CRMs.

Pros

• Easy to use – Simple interface designed for non-technical users.

• Built-in automation – Automates follow-ups, lead nurturing, and appointment scheduling.

• Email marketing integration – Helps businesses engage prospects directly from the platform.

• Includes invoicing and payment processing – Useful for service-based businesses.

• Great for small teams and solopreneurs – Designed for ease of use without IT support.

Cons

• Limited customization – Not as flexible as larger CRM systems.

• Lacks advanced sales forecasting – Basic reporting features may not be enough for growing teams.

• Higher cost for advanced features – Premium automation tools require a paid upgrade.

• Not ideal for large sales teams – Suited for small businesses rather than complex sales operations.

• Fewer third-party integrations – Does not connect with as many external apps as enterprise CRMs.

Close More Deals With the Right Pipeline Management Tool

A well-managed sales pipeline is key to closing more deals and keeping your team productive. The right pipeline management tool helps organize deals, automate follow-ups, and provide clear insights into your sales process.

If you’re looking for a smart, automated solution, Truva is the best choice. It eliminates manual work, provides real-time tracking, and helps teams focus on high-value sales activities. Businesses using Truva have seen up to a 25% increase in sales by cutting out repetitive tasks and keeping their pipeline on track.

Stop wasting time on manual updates, let Truva handle the busywork. Sign up for free or book a demo today!

FAQs About Pipeline Management Tools

What is a pipeline management tool?

A pipeline management tool helps sales teams keep track of deals and follow-ups so nothing gets lost. It shows where each deal stands, automates reminders, and reduces manual work. With the right sales pipeline tool, sales reps spend less time on admin tasks and more time closing deals. Some tools, like Truva, even use AI to track sales activities automatically.

How do you manage pipelines effectively?

To keep your pipeline running smoothly, focus on these steps:

• Use a CRM pipeline management tool – It keeps everything organized and automates updates.

• Set clear pipeline stages – Define steps like "Lead Contacted" or "Proposal Sent."

• Prioritize high-value leads – Focus on deals most likely to close.

• Automate follow-ups – Schedule reminders so you never forget to check in.

• Review reports regularly – Look at trends to see where deals get stuck.

With the right approach, sales teams stay organized, close deals faster, and avoid missed opportunities.

What is CI/CD pipeline management?

CI/CD pipeline management is different from sales pipelines. It’s a software development process that automates testing and deploying code.

• CI (Continuous integration) – Developers test and merge new code frequently.

• CD (Continuous deployment) – Code that passes tests gets deployed automatically.

If you're in sales, stick to sales pipeline management tools like Truva, Pipedrive, or HubSpot, which help track and close deals.

Is a pipeline the same as a CRM?

Not exactly. A sales pipeline software tracks deals, while a CRM stores customer interactions and their details. A CRM helps manage relationships, while a pipeline tool keeps sales moving by tracking where each deal stands. Some CRMs, like HubSpot and Salesforce, include sales pipeline management, but dedicated tools like Truva offer smarter automation and tracking.

How do pipeline management tools improve the sales funnel?

A pipeline management tool helps sales teams track deals across multiple sales pipelines, keeping the entire sales cycle organized. Unlike CRMs that primarily focus on customer interactions, these tools help sales teams stay on top of deals by automating follow-ups, updating pipeline stages, and offering real-time insights. With the right sales pipeline software, teams can manage their sales funnel more efficiently, prioritize leads, and improve deal conversions.