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The Seven Best Sales Tracking Tools for Small Businesses

In this article, we cover the seven best sales tracking tools for small businesses. Find the right tool for your business needs, and improve your sales and marketing performance today!

Agata Olbrycht
20.04.2023


Small businesses must comprehensively understand their sales metrics and customer behaviors to remain competitive in the current market. Sales call tracking tools can aid small companies in gathering and assessing data on sales performance, customer preferences, and market trends.

These tools provide significant insights that enable informed decision-making and help businesses tailor their strategies accordingly. This article will explain how they can enhance sales performance, customer relations, and overall business efficiency.

Why Do Small Businesses Need Sales Tracking Tools?

Many metrics are collected on different sales process stages, including those related to customer behavior, lead generation, and email marketing activities. It's important to understand that sales tracking is more than just gathering data.

What matters is how you will use the collected metrics to improve sales. You need to start getting the relevant information, and sales tracking tools were created to help you with this task. 

Sales tracking tools have the potential to help small businesses by:

  • giving insights into consumer behavior
  • indicating symptoms of the problems before they occur or become critical
  • helping you test new selling and lead-generating ideas
  • supporting forecasting future sales 
  • allowing the identification of top-performing products

Types of Sales Tracking Tools

The right sales tracking tool choice depends on your business's needs. Here are a few popular types.

Customer Relationship Management software is designed to aid in managing your business's interactions with customers. It enables you to monitor existing customers, enhance relationships, boost customer retention, keep up with sales and marketing activities, and automate communication.

Analytics. Using all the data gathered on, for example, marketing campaign effectiveness, revenue, or customer demographics, sales analytics tools help identify occurring trends and patterns. 

Sales intelligence tools help salespeople define prospects and gain customer insights. They gather information from various platforms, from websites to social media, to identify customer needs and the right sales messaging.

Sales enablement platforms provide transparency regarding the content sent to prospects and how they interact with it. They collect marketing, sales, and content metrics to provide a comprehensive performance overview in these areas.

Platforms for sales productivity often provide automation capabilities if you want to save time. Sales productivity tools can assist, for example, in lead generation, call making, meeting scheduling, proposal writing, pipeline reporting, and automating repetitive tasks.

Document and e-signature tracking – this software was created to simplify administrative duties. It allows you to collect e-signatures and track the document signing process, ensuring you follow all the legal requirements.

As a small business, you need a solution that will be comprehensive and reliable but also cost-efficient. We prepared an overview of sales tracking tools available for less than 100 dollars.

READ ALSO: Boost Your Sales in 2023: Try These Top Sales Automation Tools Now!

Seven Budget-Friendly Sales Tracking Tools You Should Try Out

Pipedrive

Pipedrive is a CRM-like solution that lets you track activities on every level. It supports communication monitoring and management, sales process automation, and performance overview, but it's most famous for its ability to create a sales pipeline. Pipedrive includes features enabling sales reps to keep track of all interactions with a customer and ensure that they are up-to-date on the latest developments.

Zoho

Zoho is similar to the one just discussed. It shows the whole sales cycle and automates the workflow. It also creates detailed, shareable reports on trends that occur. With Zoho CRM, companies can monitor their customers' engagements on different platforms, such as social media, email, and phone calls. The Signals feature, powered by artificial intelligence, sends instant notifications for significant customer actions like website visits or email openings.

Salesflare

Salesflare is mainly used to generate and manage leads on a large scale, with the help of the platform's sales tracking and automation features. Salesflare's CRM offers an email tracking feature and an activity feed that monitors customer interactions across different channels, such as email, social media, and website visits.

Hubspot

Hubspot is a powerful all-in-one software platform that provides various tools to help businesses attract, engage, and delight customers. One of its key features of is the dashboard, which presents real-time statistics and customer activity logs to help businesses track their marketing and sales performance.

In addition to lead generation and marketing automation, HubSpot also provides customer communication channels that enable businesses to engage with customers across multiple channels. 

CallPage

CallPage is a platform that automates lead generation. It allows website visitors to request an immediate callback from a business representative by simply clicking a button. It enables companies to convert website visitors into leads and provides various features to help manage the sales process, such as call recording, call routing, and lead scoring.

CallPage also offers useful analytics. For example, businesses can track the number of clicks on the button, the number of successful calls, and the overall conversion rate. These metrics can help businesses identify areas for improvement and optimize their lead-generation efforts.

Bitrix24

Bitrix24 is a comprehensive business management platform that offers a wide range of features to support communication, collaboration, and sales and marketing. Bitrix24 also offers project management, HR, and CRM features, making it a one-stop shop for businesses looking to streamline their operations. 

The platform is highly customizable, with the ability to add custom fields and workflows to fit the specific needs of each business. Thanks to integrations with popular social media platforms like Facebook and Instagram, businesses can easily manage their online presence and engage with customers directly from the Bitrix24 platform.

Salesforce

Salesforce Einstein AI provides real-time insights into customer behavior, allowing sales teams to promptly engage with prospects and customers and tailor their approach accordingly. Besides, Salesforce offers various tools for social media listening and sentiment analysis that enable businesses to understand customers' opinions about their brands, products, and services.

Picking the Right Tool for Your Company

When selecting a sales tracker for your business, it's essential to consider the data you need to report on and whether the software can provide insights into this data. Additionally, ensure that the solution offers multichannel reporting capabilities and a customizable reporting dashboard, which can make report creation easier and more efficient.

Another important aspect to consider is whether the tool can integrate with other data sources and secure collected data. It should also offer reporting on your company's and customers' activity across different platforms, as well as a level of activity automation that suits your needs. Finally, consider the affordability of the software to ensure it fits within your budget.

READ ALSO: 15 Best Sales Call Software Solutions for 2023

Try Out Sales Tracking Tools Today!

In conclusion, sales tracking tools are essential for small businesses to remain competitive in today's market. They can provide insights into consumer behavior, identify potential problems before they occur, test new selling ideas, support forecasting future sales, and identify top-performing products.

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