21 Best Sales Collaboration Software Reviewed in 2024
Best Sales Collaboration Software Shortlist
Here's my pick of the 10 best software from the 21 tools reviewed.
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With more companies embracing hybrid work environments, collaboration tools are more important than ever. However, with several sales collaboration software solutions available, it can be challenging to know which one will help your teams communicate more effectively.
Using my extensive experience in project management and digital software, I tested and compared several of the top sales collaboration tools. My in-depth reviews will provide insight into each option’s pros and cons, features, and integrations to help companies get started in their search. Whether you’re an SMB or a larger enterprise, this article will guide you towards your next sales collaboration software to help streamline operations and boost productivity.
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Best Sales Collaboration Software Summary
| Tools | Price | |
|---|---|---|
| Microsoft Dynamics 365 | From $70/user/month | Website |
| Flock | From $4.50/user/month (billed annually) | Website |
| Tempo Portfolio Manager | From $15/user/month (billed annually) | Website |
| ClickUp | From $7/user/month (billed annually) | Website |
| DealHub | Pricing upon request | Website |
| Highspot | Pricing upon request | Website |
| Wepik | Free to use | Website |
| Seismic | Pricing upon request | Website |
| HubSpot CRM | From $15/user/month (billed annually) | Website |
| Wrike | From $10/user/month (min of 2 seats) | Website |
Compare Software Specs Side by Side
Use our comparison chart to review and evaluate software specs side-by-side.
Compare SoftwareHow to Choose Sales Collaboration Software
As you work through your own unique software selection process, keep the following points in mind:
- Centralized Communication: If your teams are speaking in silos and storing their data in multiple platforms, it’s bound to create discrepancies. Make sure that the collaboration tools you consider provide a collaborative communication feature. This will allow your sales and marketing teams, along with the rest of the organization, to store customer information easily, share files, have video conferencing meetings, and get on the same page.
- Efficient Workflow Management: A key part of sales is getting the right things done at the right time. This includes sending emails, reminders, meeting notes, and more. Prioritize tools that allow you to streamline and automate workflows, helping your teams stay organized and meet sales goals consistently.
- Data Visibility and Reporting: Data is the lifeblood of sales. Look for a platform that offers clear, customizable sales dashboards and reporting tools to make things simpler for the entire sales department. This will give you valuable insights into team performance and identify areas for improvement.
- Integrations: Your sales collaboration tools have to work with existing CRMs or other platforms in your organization. This ensures that data is shared faultlessly and in real-time, enabling sales teams and other stakeholders to get relevant information and improve productivity.
- Security: Information security is a paramount concern for any business, and collaboration tools present additional risks that organizations must consider. These platforms could be vulnerable to malware, ransomware, and other threats that could compromise sensitive data and cause productivity losses. Ensure that the software you choose has strong security features, such as email encryption, automatic backups, and strict password policies.
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Wrike
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.2 -
Hub Planner
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.2 -
Miro
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.8
Best Sales Collaboration Software Reviews
This section provides an in-depth analysis and overview of each sales collaboration software. Below, I will walk you through the pros and cons of each tool, their features, and their best use cases.
Microsoft Dynamics 365 is an advanced suite of enterprise resource planning (ERP) and customer relationship management (CRM) applications. It combines various business applications into a single platform, enabling faultless data flow and operational efficiency.
Why I picked Microsoft Dynamics 365: Microsoft Dynamics 365 is known for its strong integration of CRM and ERP functionalities, which sets it apart from other sales collaboration software. Its ability to unify various business processes into one platform makes it an ideal choice for organizations looking to streamline operations and improve data consistency. Additionally, the software offers a large suite of applications that cover sales, customer service, marketing, and more, all within a single ecosystem.
Standout features & integrations:
Features include advanced analytics, AI-driven insights, and customizable workflows that enhance business decision-making and operational efficiency. The platform also offers in-depth security measures and compliance capabilities.
Integrations include Microsoft Power BI, Microsoft SharePoint, Microsoft Office, Microsoft Outlook, Microsoft Exchange, Microsoft OneNote, Yammer, LinkedIn Sales Navigator, Act-On, and Zapier.
Pros and cons
Pros:
- Robust security
- AI-driven insights
- CRM and ERP integration
Cons:
- Higher learning curve
- Complex setup
Flock is a team messaging and collaboration tool designed to streamline communication and enhance productivity. Its large suite of features help users facilitate organized conversations, video conferencing, and integrated productivity tools within a single platform.
Why I picked Flock: Flock excels in providing an advanced platform for team communication and collaboration. Unlike other tools, the software offers a unique combination of messaging, video conferencing, and productivity features all in one place. With these strategies, Flock helps teams stay organized and connected, reducing the chaos of scattered communications.
Standout features & integrations:
Features include channel messaging, video conferencing, and integrated productivity tools like to-dos, polls, and reminders. Flock also offers secure file sharing and admin controls.
Integrations include Google Drive, Trello, Asana, GitHub, Twitter, Dropbox, Mailchimp, Google Calendar, Jira, and Zendesk.
Pros and cons
Pros:
- Integrated productivity tools
- Built-in video conferencing
- Comprehensive messaging features
Cons:
- Limited third-party integrations
- Steep learning curve
Best for predictive scheduling and risk management
Tempo Portfolio Manager is a project management solution that offers predictive scheduling and risk management. It helps teams plan, predict, and perform with confidence by dynamically adapting to changes and managing uncertainties.
Why I picked Tempo Portfolio Manager: Tempo Portfolio Manager has a unique predictive scheduling engine, which sets it apart from other sales collaboration software. This tool is best for predictive scheduling and risk management because it runs multiple simulations across projects to create realistic and accurate forecasts, helping teams control execution and risk in real-time.
Standout features & integrations:
Features include balanced workload management, perfect prioritization, ranged estimation, time management, and intelligent insights.
Integrations include Jira, Slack, Google Drive, Microsoft Teams, Salesforce, Trello, Asana, Dropbox, GitHub, and Zapier.
Pros and cons
Pros:
- Balanced workload
- Real-time risk management
- Predictive scheduling
Cons:
- Complex initial setup
- Limited offline access
ClickUp is an advanced work management software designed to centralize tasks, docs, people, and knowledge in one platform. It offers a wide range of features that streamline business processes, improve collaboration, and enhance visibility of ongoing projects.
Why I picked ClickUp: ClickUp stands out as a versatile tool that can handle various aspects of work management, from task tracking to team collaboration. Its ability to integrate multiple functionalities into one platform makes it different from other sales collaboration software.
Standout features & integrations:
Features include automations, forms, task templates, custom fields, comments, docs, whiteboards, and clips.
Integrations include Slack, Google Drive, Salesforce, HubSpot, Jira, Loom, Notion, Trello, Asana, and Smartsheet.
Pros and cons
Pros:
- Real-time collaboration
- Customizable workflows
- Extensive feature set
Cons:
- Limited offline access
- Steep learning curve
DealHub is a sales collaboration software that offers CPQ and revenue solutions to help businesses accelerate revenue execution. It provides an intuitive guided selling solution to create quotes, contracts, and proposals, streamlining the entire sales process.
Why I picked DealHub: DealHub offers an advanced approach to guided selling and revenue automation. It stands out due to its ability to automate complex sales processes, making it easier for sales teams to close deals faster. Additionally, the software integrates with various CRM systems and comes with strong features like CPQ, CLM, and billing management.
Standout features & integrations:
Features include an intuitive guided selling process, automated quote and subscription management, and advanced contract lifecycle management.
Integrations include Salesforce, Microsoft Dynamics, Freshworks, HubSpot, Docusign, Gong, Slack, SugarCRM, Zenskar, and Contract IQ.
Pros and cons
Pros:
- Advanced contract management
- Efficient CRM integrations
- Comprehensive CPQ features
Cons:
- Potential learning curve
- Complex customization processes
Highspot is a leading sales collaboration solution that helps sales teams manage content, train and coach reps, and engage buyers. It’s best known for its data-driven sales enablement and content management capabilities, which help sales teams increase productivity and effectiveness.
Why I picked Highspot: Highspot provides users with an advanced approach to sales enablement, which includes content management, sales plays, and buyer engagement. The software stands out due to its strong analytics and AI-driven insights, providing actionable data to improve sales strategies. Overall, Highspot offers a unified platform that integrates training, coaching, and content management, all backed by powerful analytics.
Standout features & integrations:
Features include sales content management, sales plays and playbooks, buyer engagement, sales training, and sales coaching.
Integrations include Salesforce, Microsoft Dynamics 365, Slack, Outlook, Gmail, LinkedIn Sales Navigator, Zoom, Docusign, Seismic, and HubSpot.
Pros and cons
Pros:
- Strong content management
- AI-driven insights
- Comprehensive analytics
Cons:
- Potential integration challenges
- Not suited for smaller teams
Wepik is a versatile design platform that offers a free graphic design editor and online templates for various categories such as logos, business cards, posters, brochures, and more. It aims to help users create visually appealing content for their social media and business needs.
Why I picked Wepik: Wepik stands out with its extensive library of free templates and user-friendly design tools. The software provides an intuitive platform for teams to create and share visually compelling sales materials, streamlining the design process with customizable templates. Additionally, its real-time collaboration features enable seamless communication and feedback among team members, enhancing efficiency and ensuring consistent branding across all sales documents.
Standout features & integrations:
Features include an AI-powered search, social media scheduler, and the ability to include videos in designs. Wepik also offers an AI image generator, AI presentation maker, AI writer, QR code generator, background remover, and a mobile app.
Integrations include Everhour, Outlook, Gmail, Google Calendar, monday.com, Slack, Microsoft Teams, Trello, Alexa, and Jira.
Pros and cons
Pros:
- AI-powered features
- User-friendly design tools
- Extensive free templates
Cons:
- Limited customization options
- Potential performance issues on older devices
Seismic is a sales enablement solution designed to help sales teams improve performance and revenue growth. It provides advanced tools for content management, learning, and buyer interaction.
Why I picked Seismic: Seismic offers strong capabilities in personalized sales enablement and buyer engagement. It stands out with its ability to provide tailored content and actionable insights, which are important for effective sales strategies. Additionally, the software’s focus on data-driven decisions and personalized coaching for the entire team makes it the best choice for enhancing buyer engagement.
Standout features & integrations:
Features include a unified hub for sales content management, personalized learning and coaching, and tools for creating interactive buyer experiences. Seismic's platform also offers data-driven insights to help sales teams replicate successful strategies.
Integrations include Salesforce, Microsoft, Google, HubSpot, Marketo, Slack, LinkedIn, Outlook, Gmail, and Zoom.
Pros and cons
Pros:
- Data-driven insights
- Personalized coaching
- Comprehensive content management
Cons:
- Steep learning curve
- Potential performance issues with large volumes of data
HubSpot CRM is a sales collaboration platform designed to connect all aspects of customer relationship management, from lead capture to sales automation and customer service, in one location.
Why I picked HubSpot CRM: HubSpot CRM provides an all-in-one solution that integrates marketing, sales, and service tools into a single platform. This makes it stand out from other sales collaboration software by offering an easy experience across different business functions. Additionally, the software offers a user-friendly interface with strong features like email tracking, sales automation, and real-time chat, enabling sales reps to collaborate efficiently.
Standout features & integrations:
Features include contact management, email tracking, and sales automation. HubSpot CRM also offers live chat, dynamic lists, and forms for lead capture.
Integrations include Gmail, Outlook, Google Calendar, Microsoft Office, Slack, Zapier, Shopify, WordPress, Mailchimp, and Zoom.
Pros and cons
Pros:
- Robust integrations
- Scalable features
- Unified platform
Cons:
- Learning curve
- Higher cost
Wrike is a project management and sales collaboration software that offers real-time collaboration features. It offers advanced tools for managing tasks, timelines, and team communication to streamline company processes.
Why I picked Wrike: Wrike hosts advanced project management capabilities that stand out in the realm of sales collaboration software. The software’s real-time collaboration features, such as live editing and dynamic request forms, make it particularly effective for teams needing to stay synchronized. Its ability to integrate with various tools and automate workflows further solidifies its position as the best for project management with real-time collaboration.
Standout features & integrations:
Features include interactive Gantt charts, customizable dashboards, and AI-powered automation. Wrike also offers advanced resource management and workload balancing tools, making it easier to allocate tasks and track project progress.
Integrations include Salesforce, HubSpot, Bynder, Zoom, Slack, OneDrive, Box, Dropbox, Google Drive, and Microsoft Teams.
Pros and cons
Pros:
- Real-time collaboration
- Advanced resource management
- Customizable dashboards
Cons:
- Complex setup
- Higher cost for advanced features
Other Sales Collaboration Software
Below is a list of additional sales collaboration software that I shortlisted. While they didn’t make the top 10, they’re still valuable and worth further research.
- Outreach
Best for sales engagement features
- Box
Best for document management
- Todoist
Best for task management with natural language recognition
- Zoho CRM
Best for customization options
- Miro
Best for visual collaboration tools
- Attio
Best for data-driven CRM
- monday.com
Best for project management integration
- Gong
Best for conversation analytics
- Asana
Best for connecting work with AI automation
- Odoo
Best for all-in-one business solutions
- Nutshell
Best for ease of use
Related Project Management Software Reviews
If you still haven't found what you're looking for here, check out these other related tools that we've tested and evaluated:
- Project Management Software
- Resource Management Software
- Workflow Automation Software
- Time Tracking Software
- Task Management Software
- Collaboration Tools
- Gantt Chart Maker
- Productivity Tools
- Project Tracking Software
- Project Scheduling Software
Sales Collaboration Software Selection Criteria
The criteria for choosing a sales collaboration software should directly address buyer needs and common pain points, ensuring that the software serves its intended purpose effectively. As an expert who has personally tried and researched these tools, here are the requirements I use when evaluating software:
Core Functionality: 25% of total weighting score
- Lead and opportunity management
- Sales pipeline tracking
- Team communication and collaboration
- Document sharing and management
- Integration with CRM and other sales tools
Additional Standout Features: 25% of total weighting score
- AI-driven sales insights and recommendations
- Advanced analytics and reporting capabilities
- Customizable dashboards and workflows
- Mobile app functionality for on-the-go access
- Integration with third-party applications like Slack or Zoom
Usability: 10% of total weighting score
- Intuitive user interface with minimal learning curve
- Drag-and-drop functionality for task management
- Customizable user settings and preferences
- Responsive design for various devices
- Clear and concise navigation menus
Onboarding: 10% of total weighting score
- Availability of training videos and tutorials
- Interactive product tours and walkthroughs
- Pre-built templates for quick setup
- Access to chatbots for instant support
- Regular webinars for ongoing education
Customer Support: 10% of total weighting score
- 24/7 availability of support channels
- Dedicated account managers for personalized assistance
- Comprehensive knowledge base and FAQs
- Fast response times for support tickets
- Community forums for peer support
Value For Money: 10% of total weighting score
- Competitive pricing compared to similar tools
- Transparent pricing plans with no hidden fees
- Flexible subscription options (monthly, yearly)
- Discounts for long-term commitments
- Free trial or demo availability
Customer Reviews: 10% of total weighting score
- Overall satisfaction ratings
- Feedback on ease of use and functionality
- Comments on customer support experiences
- Reviews on integration capabilities
- Testimonials on ROI and business impact
Trends for Sales Collaboration Software
Here are some trends I’ve noticed for sales collaboration software, plus what they might mean for the future. I sourced countless product updates, press releases, and release logs to tease out the most important insights.
- AI-Powered Sales Assistants: AI-powered sales assistants are becoming more prevalent. They help automate routine tasks, allowing sales teams to focus on high-value activities. This trend is important because it increases efficiency and productivity.
- Real-Time Data Analytics: Real-time data analytics tools are gaining traction. These tools provide instant insights into sales performance and customer behavior. This trend is interesting as it enables quicker decision-making and strategy adjustments.
- Integrated Communication Platforms: Integrated communication platforms are on the rise, helping teams combine email, chat, and video conferencing into a single interface. This trend is significant because it simplifies communication and collaboration within sales teams.
- Mobile-First Solutions: Mobile-first solutions are becoming a priority, as they allow sales teams to access and update information on the go. This trend is important as it supports remote work and enhances responsiveness.
- Customizable Dashboards: Customizable dashboards are increasingly popular as they allow sales teams to tailor their views and reports to specific needs. This trend is noteworthy because it provides personalized insights and better data visualization.
The adoption of advanced analytics, mobile accessibility, and seamless integration with other business tools is transforming the sales landscape, enabling teams to work smarter and more efficiently. As these trends continue to evolve, businesses that leverage these innovative tools will be better positioned to achieve their sales goals and maintain a competitive edge.
What is Sales Collaboration Software?
Sales collaboration software is a tool that enables sales teams to work together more effectively by providing a centralized platform for communication, document sharing, and task management.
The primary components of sales collaboration software include communication tools like chat and video conferencing, document management systems for sharing and storing sales materials, and task management features to assign and track sales activities. These elements help sales teams stay organized, aligned, and focused on closing deals.
Features of Sales Collaboration Software
Sales collaboration software is designed to enhance teamwork and streamline sales processes within organizations. By offering a suite of tools such as real-time communication, document sharing, and task management, these platforms facilitate efficient collaboration and improve overall sales performance. Below are some key features commonly found in effective sales collaboration software.
- Unified Communication: This consolidates emails, chats, documents, and calendar events into a single platform. It eliminates the need to toggle between multiple applications, enabling access to all relevant information and communication from a centralized hub.
- Real-Time Collaboration: Real-time collaboration allows team members to share updates and provide instant feedback. This fosters a dynamic, interactive environment that transcends geographical boundaries, making it essential for remote and hybrid work models.
- Calendar Integration: Calendar integration connects calendar events with broader communication contexts. This helps users stay apprised of team activities, track deadlines, and plan meetings with a comprehensive understanding of relevant discussions and documentation.
- Voice Calling and Screen Sharing: Embedded voice calling and screen sharing features are vital for engaging, face-to-face interactions within distributed teams. These capabilities elevate the quality of team discussions and decision-making processes.
- Security and Privacy: Strong security measures protect sensitive data and ensure privacy. Features like data encryption, secure access controls, and regular security updates are essential for safeguarding user information.
- Integration with Third-Party Apps: Integration with popular applications like project management tools, file storage platforms, and productivity apps enhances the software's functionality. This allows users to streamline their workflow and consolidate their communication and collaboration efforts within a single platform.
- Customization and Personalization: Customization allows users to customize their collaboration experience by choosing themes, setting preferences, and organizing their workspace. This promotes productivity and provides a personalized and enjoyable user experience.
- User-Friendly Interface: An intuitive and user-friendly interface enhances the overall user experience and promotes ease of use. It minimizes the learning curve and enables users to focus on their work rather than struggling with complex navigation or confusing layouts.
- Presence and Status Indicators: Presence and status indicators show the availability and status of team members, allowing for efficient and timely communication. This feature helps in eliminating unnecessary delays and ensures effective communication by allowing users to choose the most appropriate mode of interaction based on the availability of their colleagues.
- Advanced Reporting and Analytics: Advanced reporting provides valuable insights that drive data-driven decision-making. The integration of artificial intelligence and machine learning further enhances the user experience by automating routine tasks and empowering teams to focus on high-impact work.
Choosing the right sales collaboration software is vital for any organization. The right tool can significantly improve internal and external cooperation, streamline workflows, and enhance overall productivity. As remote working continues to be prominent, these features become even more essential for maintaining effective communication and collaboration within sales teams.
Benefits of Sales Collaboration Software
Sales collaboration software is a powerful tool designed to enhance the efficiency and effectiveness of sales teams. By facilitating better communication, coordination, and data sharing, these platforms can significantly improve sales performance and drive business growth. Along with these perks, you may experience these additional primary benefits:
- Enhanced Communication: The software provides a centralized platform for team members to communicate efficiently, reducing misunderstandings and ensuring everyone is on the same page.
- Improved Data Sharing: With easy access to shared data and documents, team members can quickly find the information they need, leading to more informed decision-making and faster response times.
- Increased Productivity: By automating routine tasks and streamlining workflows, sales collaboration software allows team members to focus on high-value activities, boosting overall productivity.
- Better Customer Insights: The software often includes tools for tracking customer interactions and analyzing data, helping sales teams to better understand customer needs and tailor their approaches accordingly.
- Enhanced Reporting and Analytics: With strong reporting and analytics features, sales collaboration software provides valuable insights into sales performance, helping organizations to identify trends, measure success, and make data-driven decisions.
Sales collaboration software is an invaluable asset for any sales team looking to improve their efficiency and effectiveness. By enhancing communication, data sharing, productivity, customer insights, and reporting, these platforms can drive significant improvements in sales performance and business growth.
Cost & Pricing of Sales Collaboration Software
Understanding the cost and pricing of sales collaboration software is crucial for businesses aiming to optimize their sales processes while managing budgets effectively. This section delves into the various pricing models, key factors influencing costs, and how to evaluate the return on investment for different sales collaboration tools.
Plan Comparison Table for Sales Collaboration Software
| Plan Type | Average Price | Common Features |
| Free Plan | $0 | Basic messaging, limited file sharing, and basic task management |
| Personal Plan | $6 - $15/user/month | Enhanced messaging, file sharing, task management, and limited integrations |
| Business Plan | $15 - $30/user/month | Advanced messaging, extensive file sharing, project management, multiple integrations, and data analytics |
| Enterprise Plan | $30+/user/month | Customizable features, advanced security, unlimited integrations, dedicated support, and advanced data analytics |
When evaluating the cost and pricing of sales collaboration software, it’s essential to consider both upfront expenses and long-term value. By examining different pricing plans and features, companies can choose a solution that fits their budget while meeting their collaboration needs.
Sales Collaboration Software FAQs
Here are some commonly asked questions about sales collaboration software:
How can I integrate sales collaboration software with my existing CRM?
Most sales collaboration software offers integration capabilities with popular CRM systems like Salesforce, HubSpot, and Zoho. To integrate, you typically need to access the settings or integration section of your sales collaboration software and follow the prompts to connect it with your CRM. This often involves entering API keys or authorizing the connection through OAuth. Once integrated, data such as contacts, deals, and communication history can be synchronized between the two systems, ensuring that your sales team has access to up-to-date information.
What are the best practices for onboarding new team members to sales collaboration software?
Effective onboarding involves a combination of training, documentation, and hands-on practice. Start with a comprehensive training session that covers the core functionalities of the software. Provide new team members with access to user manuals, video tutorials, and FAQs. Encourage them to explore the software and practice using it in a sandbox environment if available. Pairing new users with experienced team members for mentorship can also help them get up to speed more quickly.
How do I ensure data security and privacy in sales collaboration software?
To ensure data security and privacy, choose a sales collaboration software that complies with industry standards and regulations such as GDPR and CCPA. Implement role-based access controls to limit data access to authorized personnel only. Regularly update passwords and use multi-factor authentication (MFA) to enhance security. Additionally, ensure that the software provider offers data encryption both in transit and at rest, and has a robust data backup and recovery plan in place.
How can I customize sales collaboration software to fit my sales process?
Most sales collaboration software allows for customization to align with your specific sales process. This can include configuring custom fields, stages, and workflows that match your sales cycle. You can also create custom reports and dashboards to track metrics that are important to your organization. Consult the software’s documentation or support team for guidance on making these customizations, and consider involving your sales team in the customization process to ensure it meets their needs.
What are the key metrics to track in sales collaboration software?
Key metrics to track include lead conversion rate, average deal size, sales cycle length, win rate, and pipeline velocity. Additionally, tracking individual and team performance metrics such as the number of calls made, emails sent, and meetings scheduled can provide insights into sales activities and productivity. Regularly reviewing these metrics can help identify trends, measure progress towards goals, and inform strategic decisions.
How do I handle data migration when switching to a new sales collaboration software?
Data migration involves transferring data from your old system to the new sales collaboration software. Start by exporting data from your current system in a compatible format, such as CSV or Excel. Clean the data to remove duplicates and ensure accuracy. Import the data into the new software using its import tools or APIs. It’s advisable to perform a test migration with a small data set first to identify any issues. Work closely with the software provider’s support team to address any challenges and ensure a smooth transition.
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