Managing sales deals efficiently is critical in 2025, and the right deal tracking tools can make all the difference. Here’s a quick rundown of the 10 best deal tracking tools that streamline pipelines, automate repetitive tasks, and enhance team collaboration:
- Pipedrive: Visual pipeline management and automation for deal tracking.
- HubSpot Sales Hub: Centralized platform with team collaboration and customer-focused features.
- Freshsales: AI-powered deal insights and predictive analytics.
- Salesforce Essentials: Drag-and-drop pipelines, AI scoring, and mobile-friendly tools.
- Zendesk Sell: Customizable pipelines with powerful analytics and automation.
- Copper: G Suite integration with visual pipelines and smart automation.
- Nutshell: Simple and effective for small to mid-sized teams.
- Insightly: Easy-to-use interface with seamless integrations for deal management.
- Zoho CRM: AI-driven deal scoring, customizable stages, and mobile tools.
- Close: Predictive deal scoring, automation, and real-time reporting.
Quick Comparison
| Tool | Key Features | Best For | Mobile Support |
|---|---|---|---|
| Pipedrive | Visual pipeline, automation | Small to medium teams | Yes |
| HubSpot Sales Hub | Centralized data, team collaboration | All team sizes | Yes |
| Freshsales | AI insights, predictive analytics | Advanced deal tracking | Yes |
| Salesforce Essentials | Drag-and-drop pipeline, AI scoring | Custom workflows | Yes |
| Zendesk Sell | Custom stages, analytics, automation | Flexible deal management | Yes |
| Copper | G Suite integration, smart automation | G Suite users | Yes |
| Nutshell | Simple design, practical features | Small to mid-sized teams | Yes |
| Insightly | Easy interface, seamless integrations | Organized deal tracking | Yes |
| Zoho CRM | AI assistant, customizable Kanban boards | All team sizes | Yes |
| Close | Predictive scoring, automation, reporting | Fast-paced sales pipelines | Yes |
These tools blend automation, analytics, and user-friendly designs to help sales teams close deals faster and more effectively. Choose based on your team's size, needs, and existing systems for the best results.
7 Best Sales CRM Software Tools 2025 (Comparison & Full ...
1. Pipedrive
Pipedrive is built to assist sales teams in managing their pipelines, tracking leads, and automating sales tasks. Its user-friendly and visual layout makes it easy to monitor deal progress at every stage. Up next is HubSpot Sales Hub, another top tool for tracking deals.
2. HubSpot Sales Hub
HubSpot Sales Hub brings together your data, teams, and customers on a single platform. With its "powerful, not overpowering" approach, it provides clear insights into deals without unnecessary complexity. Its ease of use mirrors the visual clarity that Pipedrive emphasizes.
Here’s what it does well:
- Centralized Data Management: All customer interactions, deal stages, and team communications are stored in one place, ensuring accurate records and smarter decision-making.
- Team Collaboration Tools: Sales reps can share updates, track interactions, and work together seamlessly within the platform.
- Customer-Focused Design: Information is organized around customer relationships, helping sales teams build stronger, more meaningful connections.
It offers a great balance of functionality and simplicity, making it easy for teams to manage deals effectively without feeling overwhelmed.
For businesses ready to move beyond basic CRMs or spreadsheets, HubSpot Sales Hub connects every step of the sales process - from the first interaction to closing the deal. Let’s dive into the next tool.
3. Freshsales
Freshsales has made a mark in 2025 with its AI-driven tools for tracking deals, helping sales teams work more efficiently. Its sleek interface combines powerful features with ease of use.
Smart Deal Management Features:
- An AI assistant that provides probability scoring and allows drag-and-drop pipeline adjustments
- Automatic updates to deal stages based on specific activity triggers
- Predictive analytics for real-time revenue forecasts
The platform's system organizes customer interactions automatically, saving time and reducing the need for manual updates. These tools are designed to adapt to various sales processes, making workflows more flexible and efficient.
Practical Customization Options
Freshsales lets teams tailor workflows by adding custom fields and pipelines. Sales managers can create deal stages that align with their specific processes, whether they’re handling software sales or consulting projects.
The deal insights dashboard offers:
- Revenue Analytics: Monitor deal values and win rates in real time
- Activity Metrics: Track engagement through emails, calls, and meetings
- Performance Indicators: Measure individual and team performance
Its integrations connect with tools like calendars, email platforms, accounting software, and communication apps, simplifying deal tracking across systems.
Freshsales combines advanced deal tracking with a user-friendly design, helping teams close deals more effectively. This blend of technology and customization reflects the growing capabilities of deal management tools in 2025.
4. Salesforce Essentials
Salesforce Essentials is a deal tracking platform designed to simplify sales processes with a user-friendly interface and automation tools.
Key Deal Tracking Features
This platform makes managing your sales pipeline easier with customizable views and tools for tracking deal progress. Some highlights include:
- Visual pipeline stages with drag-and-drop functionality
- Automatic calculations for deal values
- Win probability estimates
- Integrated email and calendar tools
AI-Powered Deal Insights
Salesforce Essentials leverages AI to provide actionable insights that help move deals forward. Features include:
- Smart Opportunity Scoring: AI evaluates deal potential based on historical success trends.
- Activity Capture: Automatically logs customer interactions from various channels.
- Deal Health Indicators: Alerts for stalled or at-risk deals, helping you prioritize effectively.
Tailored Workflows and Automation
Sales teams can customize workflows and automate tasks to align with their specific needs, such as:
- Defining custom deal stages that fit unique sales processes
- Automating task creation as deals progress
- Using dynamic fields for different products or services
Mobile-Friendly Deal Management
With the Salesforce Essentials mobile app, sales teams can manage deals on the go. Key capabilities include:
- Updating deal statuses
- Accessing customer details
- Logging meeting notes and follow-ups
- Monitoring deal progress from anywhere
Detailed Reporting and Analytics
The platform’s reporting tools provide a clear view of sales performance with features like:
- Pipeline velocity tracking
- Conversion rates by deal stage
- Revenue forecasting
- Team performance metrics
Next, we’ll dive into the must-have features for effective deal tracking.
5. Zendesk Sell
Zendesk Sell stands out for its deal tracking and pipeline management capabilities in 2025. Here's a closer look at what makes it a strong choice.
Efficient Deal Organization
The platform simplifies deal management with features like:
- Custom deal stages tailored to your sales process
- Flexible pipeline views for better visibility
- Deal scoring based on engagement levels
- Automated calculations for deal values
Powerful Deal Analytics
Zendesk Sell offers tools to analyze deal performance, including:
- Pipeline Monitoring: Keep tabs on deal progress and spot bottlenecks instantly
- Revenue Projections: AI-driven forecasts using past data
- Stage-by-Stage Conversion Metrics: Understand how deals move through your pipeline
Streamlined Deal Management
Automation features help cut down on repetitive tasks:
- Smart deal routing aligned with territory rules
- Automatic task creation when deals advance stages
- Reminders to follow up on inactive deals
- Activity tracking across emails, calls, and other channels
You can also manage deals on the go with real-time updates, instant pipeline views, and quick access to customer details, including voice notes and meeting summaries.
Collaboration-Friendly Features
Built-in tools make it easy for teams to share deal updates, customer data, and performance metrics.
Seamless Integrations
Zendesk Sell connects effortlessly with key business tools, providing a unified experience:
- Email integration to track communications
- Calendar syncing for scheduling
- Document sharing and e-signature support
- Custom API options for unique business setups
6. Copper
Copper is designed to help sales teams keep track of deals through easy-to-use visual pipelines and automated processes. Here's a breakdown of how it simplifies deal tracking:
Organized Deal Management
Copper uses AI to keep your deals in order by:
- Automatically categorizing deals with notes based on their value and likelihood of closing.
- Updating deal stages directly from emails and meetings.
- Suggesting next steps to move deals forward.
Clear Visual Pipelines
The platform's drag-and-drop interface makes it easy to manage deals visually:
- Move deals between stages with a simple drag-and-drop.
- Use color-coded indicators to quickly see deal statuses.
- Apply filters to focus on specific parts of your pipeline.
- Get real-time calculations on win probabilities.
Time-Saving Automation
Copper reduces repetitive tasks with smart automation:
- Automatically creates tasks and follow-up reminders.
- Progresses deals to the next stage based on activity triggers.
- Pulls data from email communications to eliminate manual data entry.
Detailed Analytics Dashboard
Copper’s analytics dashboard provides essential insights to improve performance:
| Metric Type | What It Tracks |
|---|---|
| Performance | Win rates, average deal size, and sales velocity |
| Pipeline Health | Conversion rates by stage and bottlenecks |
| Team Activity | Interaction levels, response times, and engagement |
| Revenue | Forecasts, actual vs. target, and growth trends |
Mobile-Friendly Design
Easily update deals, access customer info, log activities, and monitor pipeline metrics - all from your mobile device.
Seamless G Suite Integration
Copper connects directly with G Suite, syncing your calendar, emails, documents, and contacts.
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7. Nutshell
Nutshell provides an easy-to-use deal tracking tool tailored for small to mid-sized sales teams. With its straightforward design and practical features, it fits smoothly into your current sales process, making opportunity management hassle-free.
8. Insightly
Insightly is a deal tracking tool designed to simplify pipeline management with an easy-to-use interface. It connects with various business tools, helping teams stay organized and concentrate on closing deals effectively.
9. Zoho CRM
Zoho CRM offers a powerful way to track and manage deals with real-time pipeline visibility. Its deal management module includes customizable stages and a centralized dashboard to monitor key metrics. The AI-powered assistant, Zia, helps by analyzing patterns and providing actionable insights.
To enhance deal tracking, the territory management system automatically routes deals based on predefined rules, ensuring balanced workloads and minimizing overlap.
With deal forecasting, Zoho CRM uses historical data and current metrics to provide accurate predictions. Teams can also use customizable Kanban boards to visualize progress and make adjustments easily with drag-and-drop functionality.
Here’s what else Zoho CRM offers:
- Advanced Pipeline Analytics: Keep an eye on deal velocity, conversion rates, and potential bottlenecks.
- Mobile Deal Management: Update deal statuses and details directly from your mobile device.
- Deal Scoring: Automatically rank and prioritize opportunities based on custom criteria.
- Activity Timeline: View all interactions and updates for each deal in one place.
- Custom Deal Fields: Add industry-specific fields to capture unique deal information.
Zoho CRM integrates smoothly with popular business tools, allowing teams to manage deals without juggling multiple platforms. Its deal automation features simplify repetitive tasks, like sending follow-up emails or updating deal stages based on triggers.
10. Close
Close stands out in 2025 with a user-friendly interface designed for fast-paced sales pipelines. Its Smart Views feature automatically sorts deals based on custom criteria, helping sales reps zero in on the most promising opportunities without the hassle of manual organization.
The pipeline visualization provides a clear and adjustable overview, showcasing key metrics like:
- Deal value
- Time in stage
- Probability of closing
- Activity metrics
- Next action items
Close also tracks all customer interactions automatically - whether it's a call, email, or text message. With its power dialer and email sequences linked directly to deal records, every touchpoint is captured without extra effort.
Predictive deal scoring uses historical data to forecast outcomes. It evaluates factors such as:
- How often communication occurs
- Response times
- Engagement levels
- Speed through deal stages
- Outcomes of similar deals
The deal automation engine simplifies workflows by:
- Updating deal stages automatically based on activity
- Sending alerts for deals that have stalled
- Creating follow-up tasks as deals progress
- Generating performance reports
- Scheduling check-in calls at the best times
For on-the-go sales reps, mobile deal management with offline syncing ensures updates are seamless, even with spotty internet access.
The reporting dashboard offers real-time insights into deal performance, making it easier for sales managers to pinpoint bottlenecks and fine-tune their strategies. Customizable report templates let users quickly access frequently tracked metrics.
To boost efficiency, Close includes keyboard shortcuts for common tasks, allowing users to manage deals swiftly without relying on a mouse. This is especially helpful for teams juggling large volumes of deals.
Next, dive into essential deal tracking features that can further empower your sales team.
Must-Have Deal Tracking Features
For 2025, having deal tracking software optimized for mobile use is non-negotiable. With sales teams often working on the move, a mobile-friendly CRM ensures they can access contacts, emails, and project details anytime, anywhere. The best mobile tools also offer instant lead notifications and options for tailored follow-ups, helping teams stay productive no matter their location.
Look for deal tracking solutions that deliver a smooth and efficient mobile experience. These features not only keep your sales process flexible but also work hand-in-hand with the automation and analytics tools we'll cover next.
Selecting Your Deal Tracking Software
Choosing the right deal tracking software can make a big difference in your team's efficiency and revenue growth. The right tool helps your team stay organized and focused on closing deals.
Team Size and Structure
Your software should match your team's size and needs. For smaller teams (5–10 members), focus on basic features. Larger teams may need advanced tools like role-based permissions and enhanced collaboration options.
Integration Capabilities
Your deal tracking software should work well with the tools you already use. As HubSpot puts it:
"Software that's powerful, not overpowering. Seamlessly connect your data, teams, and customers on one customer platform that grows with your business."
Here’s a quick framework to guide your evaluation:
| Evaluation Criteria | What to Consider |
|---|---|
| Core Features | Pipeline visualization, contact management, deal tracking |
| Integration Needs | Email, calendar, and CRM compatibility |
| Budget Range | Per-user pricing, implementation costs, training expenses |
| Implementation Time | Setup complexity and team training requirements |
| Support Options | Training resources and customer service availability |
This framework can also help you assess the time-saving benefits of automation.
Automation Benefits
Look for tools that reduce repetitive tasks. As Pipedrive explains:
"The easy and effective CRM for closing deals. Pipedrive lets you track your sales pipeline, manage leads and automate your entire sales process in one place so you can focus on selling."
Implementation Success
A great example of effective implementation comes from Spotify. In March 2023, they introduced new email verification tools, cutting bounce rates from 12.3% to 2.1% in just 60 days. This change improved email deliverability by 34% and added $2.3 million in revenue [2].
Budget Considerations
When evaluating costs, don’t stop at the subscription price. Factor in implementation, training, and the long-term return on investment (ROI).
Conclusion
Choosing the right deal tracking tool can streamline your sales process and help increase revenue. The key is to align your specific needs with the tool's features.
Start by identifying your main requirements - team size, process complexity, and budget. Whether you need simple pipeline visuals for a small team or advanced automation for a larger one, there's a tool that fits.
Make sure the tool works well with your existing tech stack to keep things running smoothly.
Evaluation Checklist:
| Priority Level | Focus Area | Key Consideration |
|---|---|---|
| Primary | Core Functionality | Pipeline management and deal tracking |
| Secondary | Team Adoption | Easy-to-use interface and training needs |
| Tertiary | Growth Potential | Scalability and future feature options |
Look for automation features that save time by handling repetitive tasks, from lead generation to email campaigns. Use this guide to pick the right tool and keep your sales moving forward.
