Top 25 Sales Productivity Tools You Must Use In 2024


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Top 25 Sales Productivity Tools You Must Use In 2024

Productivity, Viability and Revenue generation , These are the pillars of a successful sales team. Also, at the core of these points of support?

Sales productivity tools that smooth out processes and boost business profits.

What are Sales Productivity Tools?

Sales productivity tools are software applications(apps) or platforms designed to help sales teams streamline their processes, manage their leads, and ultimately increase their efficiency and effectiveness in generating sales.

These devices can include CRM (Customer Relationship Management) systems, sales enablement platforms, email tracking software and other solutions that help salespeople with mechanizing errands, track interaction with leads, and analyze data to make informed decisions. 

Why are Sales Productivity Tools important for a business?

Sales productivity tools aim to optimize the deals interaction, saving time, and effort for the sales team while improving overall sales performance.

Sales productivity tools are significant for businesses since they streamline sales processes, upgrade proficiency, and boost overall performance.

These tools help sales teams manage contacts, track leads, automate repetitive tasks, prioritize activities and analyze data to make informed decisions. By providing insights into customer behavior and sales trends, they empower businesses to optimize their strategies and drive revenue growth.

At last, sales productivity tools empower sales professionals to focus on building relationships and closing deals rather than getting impeded by authoritative tasks.

Statistics that tell the need for Sales Productivity Tools?

According to a recent research, Sales reps tend to spend a quality of time on unproductive tasks. Here are some statistics to justify the statement.

  • 79% of sales executives say a leading driver for hitting new targets is improving the productivity of existing sales reps. 
  • Sales development reps use on average six tools.
  • High-performing sales teams use nearly 3x the amount of sales technology than the underperforming teams .
  • Salespeople spend ⅓  of their day talking to prospects.
  • Salespeople spend 21% of their day writing emails. 
  • According to the Aberdeen Group, 55% of companies do not prioritize their reps’ ability to personalize content.
sales productivity tools 4

Top 10 Sales productivity tools in each category.

Here are the top 10 sales productivity tools in each category:

Time Tracking Sales Productivity Tools:

Time tracking tools can be important for sales professionals to deal with time effectively and increase productivity. Here are some top tools specifically tailored for sales:


Toggl is the most popular time tracking tool that helps users to track the time spent on various tasks and projects. It offers a straightforward and easy to understand interface, making it easy to start and stop timers as needed.

Toggl permits users to categorize their time entries by project, clients, labels, providing a clear overview of where time is being spent.

One of the key features of Toggl is its revealing usefulness, which allows users to generate detailed reports on their time sections.These reports can be used to analyze productivity, billable hours and project costs.

Toggl also offers integrations with other tools and platforms , such as project management software, to smooth out the time tracking process.

Pros and Cons:

Ease of UseExtremely simple interface, quick to start tracking timeLack of detailed instructions for new users
AccessibilityWeb-based, desktop app, mobile app, browser extensionRequires internet connection for some features
FeaturesFree plan offers basic time tracking, tags, reportsLimited features in free plan, advanced features require paid plans
ReportingDetailed reports with various filters and visualizationsReporting customization can be complex for beginners
TeamworkCollaborative features for teams, project budgeting, user managementPaid plans required for advanced team features
Offline TrackingTrack time offline and sync laterSome features like reminders and notifications not available offline
IntegrationsIntegrates with many project management and productivity toolsLimited free integrations, more options with paid plans


Toggl is free for up to 5 users. Paid plans range from $9-$18 per user/month.


Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses manage their sales, client support, marketing and more.

It offers a range of sales processes, including lead the executives, opportunity following, and deals estimating. Salesforce’s CRM also  includes tools for marketing automation, permitting businesses to create personalized campaigns and track their effectiveness.

Salesforce emphasis on innovation, customer success and community engagement has made it a forerunner in the CRM industry, used by organizations of all sizes to drive growth and enhance client relationships.

Pros and Cons:

Scalability and CustomizationHighly customizable to fit various business needs and sizes. Scales easily to accommodate growth.Complex customization can require technical expertise and resources.
Robust Feature SetOffers a wide range of features for sales, marketing, service, and other business functions. Includes modules for automation, analytics, mobile access, and more.Feature overload can be overwhelming for smaller teams. Some features require additional costs.
Ease of UseUser-friendly interface with intuitive navigation. Easy to learn and use for basic tasks.Advanced features and customization can have a steeper learning curve.
Integration CapabilitiesIntegrates with various third-party tools and services, allowing for a unified business ecosystem.Integrations can be complex to set up and maintain, often requiring additional fees.
Data SecurityRobust security measures and compliance certifications.Data breaches have occurred in the past, and user access controls require careful management.
Customer SupportLarge and accessible support community and resources. Paid support plans available for additional assistance.Support wait times can be long, and complex issues may require paid support.
PricingWide range of pricing plans based on user needs and features.Can be expensive for larger organizations or those requiring advanced features.


Salesforce offers many different pricing plans. The cheapest plans are $25 per user/month, while the most expensive is over $15000/month.


RescueTime is a time tracking tool that helps sales professionals monitor their activities and productivity levels. It categorizes tasks into productive and unproductive categories, providing insights into how time is spent.

By analyzing these insights, salespeople can pursue informed choices to further develop proficiency and focus on tasks successfully.

Additionally, it provides detailed reports on daily and weekly activities, highlighting trends and patterns to help you make informed decisions about how to manage time effectively.

RescueTime is a valuable tool for sales experts looking to optimize their time and productivity.

Pros and Cons:

Tracking Time UsageProvides detailed insights into how you spend your time across websites, applications, and categories.Requires manual categorization of some activities for accurate tracking.
Productivity EnhancementHelps identify unproductive distractions and time sinks.Can feel overwhelming or intrusive for some users.
Goal Setting and ReportingAllows setting daily productivity goals and tracking progress over time.Free plan limitations on reports and goal customization.
Focus ModeBlocks distracting websites and applications to boost productivity.Requires self-discipline to activate and stick to focus mode.
Team ProductivityMonitor team productivity trends and identify areas for improvement (paid plans only).Requires team buy-in and potential privacy concerns.
Data PrivacyAnonymizes data and offers GDPR compliance (paid plans only).Concerns about data collection and potential security breaches.


The pricing of RescueTime is $6 per team member/month.

Communication and Collaboration Sales Productivity Tools:

In today’s dynamic and competitive sales landscape, simply closing deals isn’t enough. The key to thriving lies in collaboration and communication.

Imagine a scenario where sales reps instantly access customer insights from colleagues, seamlessly share presentations with prospects, and brainstorm winning strategies in real-time, regardless of location.

This symphony of communication and collaboration is made possible by the right set of tools, and the benefits are undeniable: faster deals, happier clients, and ultimately, a thriving sales department.

Following are the Sales productivity tools to Rank Communication and Collaboration strategies.


Slack steps onto the sales  as a communications powerhouse, streamlining interactions and boosting productivity. Assume a central hub where reps instantly connect with colleagues, share files, and discuss deals.

Real-time messaging facilitates quick questions and answers, while dedicated channels organize conversations by team, project, or client. 

Pros and Cons:

Real-time communication:Enables quick discussions, questions, and collaboration.Can be distracting with constant notifications and chat overload.
Dedicated channels:Organizes conversations for specific teams, projects, or clients.Requires discipline to stay focused on relevant channels.
Seamless integrations:Accesses and shares files, documents, and presentations from other tools.Integration complexity can create confusion and maintenance challenges.
Collaborative features:Facilitates brainstorming, screen sharing, and joint document editing.Requires active participation and clear leadership to stay productive.
Knowledge management:Captures best practices and client insights for easy access.Information overload if not well-organized or searchable.
Mobile accessibility:Enables communication and collaboration on the go.Can blur the lines between work and personal life.
User-friendly interface:Easy to learn and use, even for non-technical users.Limited customization options might not suit all workflows.
Free plan available:Offers basic features for small teams to experiment.Limited features and storage space compared to paid plans.


$6.67 per user/month for small to medium businesses. $12.50 per person/month for larger enterprises.

Microsoft Teams:

Microsoft Teams  goes past informing with its incorporated center for calls, video gatherings, record sharing, and cooperative devices.

Instantly connecting with colleagues for strategic discussions, presenting proposals to clients over secure video calls, and collaborating on deals in real-time within shared workspaces. 

Pros and Cons:

Unified communication:Combines chat, calls, video conferencing, and file sharing in one platform.Switching between applications can be confusing for some users.
Dedicated channels:Organizes conversations by team, project, or client for clear focus.Requires discipline to stay focused on relevant channels and avoid information overload.
Microsoft 365 integration:Seamless access to customer data, documents, and tools like Planner and OneNote.Can be overwhelming for users who aren’t familiar with the entire suite.
Collaborative features:Whiteboards, document co-editing, and screen sharing enhance teamwork and brainstorming.Requires clear leadership and communication to avoid confusion and version control issues.
Secure video conferencing:Encrypted meetings with features like lobby waiting rooms and recording capabilities.Potential technical issues with larger online meetings or unstable internet connections.
Knowledge sharing:Wiki and other features facilitate capturing and sharing best practices and client insights.Requires active knowledge management and curation to prevent information silos.
Mobile accessibility:Enables communication and collaboration on the go.Can blur the lines between work and personal life and contribute to notification fatigue.
Free plan available:Offers basic features for small teams to try out.Limited features and storage compared to paid plans, which can be costly for larger teams.


$5-$20 per user/month includes certain office 365 plans.


Zoom excels as a communication tool for increasing sales efficiency in several ways.

In contrast to phone conversations or emails, it first enables in-person interactions, which build stronger bonds and trust with potential clients. Higher engagement and conversion rates are frequently the result of this personal touch. . 

Pros and Cons:

Ease of Use:User-friendly interface, quick and easy meeting setup, intuitive features.Learning curve for some advanced features, can be overwhelming for new users.
Video and Audio Quality:High-definition video and clear audio, supports multiple devices and internet connections.Can experience lag or pixelation on weak connections, requires sufficient bandwidth.
Collaboration Features:Screen sharing, whiteboard, breakout rooms, real-time annotation, file sharing.Limited whiteboard tools compared to dedicated apps, file size limitations for free plans.
Integration:Integrates with popular CRM and calendar platforms, enhances workflow.Integration setup can be complex, not all desired integrations might be available.
Security and Privacy:End-to-end encryption, waiting rooms, password protection, meeting controls.Past security vulnerabilities, concerns over data privacy practices.
Accessibility:Free basic plan, mobile app availability, works on different browsers and devices.Free plan limitations (meeting duration, participants), paid plans can be expensive for large teams.
Scalability:Supports large meetings with hundreds of participants, suitable for webinars and conferences.May require additional hardware or network upgrades for large-scale use.


  Zoom’s paid plan starts at $14.99/month. The free version is too limited for most businesses.

Sales Intelligence and Lead Gen Sales Productivity Tools:

More than just skill and dedication are needed to win over the competition in today’s competitive sales environment.

Discover the world of lead generation and sales intelligence tools, a powerful arsenal that enables sales representatives to reach maximum efficiency.

Imagine being able to access real-time competitive intelligence, automated lead creation platforms, and comprehensive insights into your target prospects. This is the truth that these tools allow to change the game.

LinkedIn Sales Navigator:

LinkedIn Sales Navigator transforms your sales game by supercharging both sales intelligence and lead generation.

Use precise search filters that limit your focus on the decision-makers, businesses, and industries that meet your requirements. For tailored outreach, learn about their recent news, professional endeavors, and mutual contacts.

Pros and Cons:

Prospecting and Lead Gen:Advanced search filters for precise targeting.  Access to detailed prospect profiles and insights.  Real-time updates on companies, industries, and competitors.  Lead recommendations based on your criteria.Limited lead search results with free plan. Can be time-consuming to manually search and connect. Requires active engagement to see significant results.
Relationship Building:Discover shared connections and warm introduction opportunities.  Personalized outreach based on rich profile data and insights.  Stay informed about prospect activities and interests.Building genuine relationships still requires effort and communication skills.  Limited direct messaging in a free plan.  Prospects may not always respond, even with personalized messages.
Sales Intelligence:Track industry trends and competitor activity.  Receive real-time company updates and news.  Identify hidden connections and potential opportunities.Information accuracy depends on user updates.  Limited competitor analysis features compared to dedicated tools.  Insights may not be actionable for all businesses.
Workflow and Productivity:Integrates with CRMs for seamless data management. Streamlined lead prioritization and engagement suggestions.  Automated alerts and notifications for relevant prospects.Integration setup can be complex, not all desired integrations may be available.  Free plan offers limited features and integrations.  Requires discipline to stay organized and avoid information overload.
Cost and Value:Variety of pricing plans to suit different needs and budgets. Free plan allows limited access to features.  Can justify cost if used effectively to generate leads and close deals.Can be expensive for individual users or small teams.  ROI depends heavily on the sales process and individual effort.  Not a substitute for other sales and marketing strategies.


Their plan for an individual salesperson starts at $64/month. The team plans starts at $103.33/seat/month.


Salesloft is beyond a fundamental platform for sales contribution. It also serves as a powerful sales intelligence tool, enabling you to find, approach, and close business more skillfully.

Imagine having a platform that accelerates the outreach process, generates targeted conversations across the sales cycle, and provides a clear picture of your potential prospects.

Pros and Cons:

Sales Intelligence:Advanced prospect search and filters.  Deep company and contact insights. Real-time engagement tracking and alerts.Information accuracy depends on user data.  Limited competitor analysis compared to dedicated tools.
Engagement Automation:Automated email sequences, call logging, and data entry.  Multi-channel outreach through email, calls, and social media.  Automated lead nurturing based on prospect behavior.Requires careful setup and optimization to avoid robotic communication.  Can feel overwhelming for prospects if not used strategically.
PersonalizationDynamic email templates and personalized snippets.  Video messaging capabilities for a human touch. Track individual prospect engagement in real-time.Requires effort to create truly personalized content beyond automation.  May not be suitable for all industries or sales cultures.
Integration and Cost:Integrates with popular CRMs and marketing automation tools. Variety of pricing plans based on features and user count.Integration setup can be complex. Enterprise plans can be expensive for small teams.


SalesLoft’s pricing is based on how you intend to use it. 

Request a quote.


For sales teams who are seeking a benefit, ZoomInfo does a lot more than just open doors—it throws them wide open.

Consider retaining an extensive intelligence vault filled with comprehensive profiles of millions of company founders and executives, all easily accessed at your convenience. This information facilitates tailored discussions that help you establish a stronger connection with potential customers.

Pros and Cons:

Sales Intelligence:Massive database of companies and contacts. Detailed profiles with firmographic, technographic, and psychographic data. Real-time updates on companies, industries, and competitors. Advanced search filters for precise targeting.Data accuracy can vary, requiring verification at times.  Limited information available on European companies. Can be overwhelming for new users to navigate the vast amount of data.
Lead Generation:Uncover hidden connections and warm introduction opportunities.  Identify high-value leads based on specific criteria.  Generate leads through automated searches and intent signal tracking.  Integrates with CRMs for streamlined lead management.High cost compared to similar tools, especially for individual users or small teams.  Free plan offers limited features and access.  Requires effort to filter leads and prioritize effectively.
Workflow and Productivity:Automates lead enrichment and data updates.  Integrates with popular CRMs and sales tools. Streamlines prospecting and outreach processes.  Provides reporting and analytics for performance tracking.Integration setup can be complex. Requires active engagement and discipline to optimize workflow. Not a substitute for good sales strategies and communication skills.
Value and ROI:Can justify cost if effectively used to generate leads and close deals.  Powerful tool for large sales teams and enterprise organizations.  Offers a variety of pricing plans to suit different needs.Value proposition heavily depends on individual sales process and effort.  Not guaranteed to increase sales for all businesses.  Requires ongoing investment and continuous use.


Contact Zoominfo for pricing details. Some reviews have commented on the price increasing in recent years. 

Project Management Sales Productivity Tools:

Imagine using strong features and user-friendly interfaces to optimize the entire sales process, handle complicated proposals with ease, and maintain steadfast client communication.

With the use of these technologies, which range from real-time analytics and reporting to task delegation and collaboration, your team will be able to surpass sales targets and quotas by spending more than working harder.


Accelerate the creation of proposals in order with real-time feedback and collaborative document editing.

Minimize email traffic via shared files and message boards to deliver clear and established client communication. For teams of all sizes, Basecamp’s user-friendly interface minimizes the learning curve and maximizes adoption.

Pros and Cons:

Collaboration:Intuitive interface promotes easy team collaboration. Shared communication through message boards eliminates email clutter.  Collaborative document editing streamlines proposal creation and feedback.Limited to basic file sharing, no dedicated document collaboration tools.  Can become overwhelming with large numbers of projects or users.
Task Management:Simple task creation and assignment with clear deadlines.  Visual overview of project progress and individual task completion.  Basic to-do list functionality keeps everyone focused.Lacks advanced workflow management features and automation No priority levels or dependencies between tasks.
CommunicationCentralized communication hub for project-related discussions and updates.  Shared files and messages ensure everyone has access to relevant information.  Real-time updates keep everyone informed of progress and changes.Limited communication options outside of message boards.  No built-in chat or video conferencing for real-time interactions.
Usability and Price:User-friendly interface with minimal learning curve, suitable for non-technical users.  Affordable pricing plans, making it accessible for small teams or individual users.Limited customization options compared to more complex tools.  May not scale well for large teams or complex projects.
Integration:Integrates with popular tools like Google Drive and Dropbox.  Limited API access for more advanced integrations.Lacks native integrations with many common sales and marketing tools.
Reporting and Analytics:Basic project progress reports provide overview of activity.  No advanced reporting or analytics for in-depth insights.Data-driven teams may find limited reporting capabilities insufficient.


Basecamp’s price starts at $99/Month.


Consider improving proposal techniques, analyzing due dates, and working together with clients in a seamless manner all on a single platform.

This is the power of Asana, an agile project management platform that effortlessly solves sales productivity issues.

Facilitate real-time communication by using file attachments, task updates, and shared comments to keep everyone informed.

Pros and Cons:

Project Management:Flexible and adaptable project planning, suitable for agile sales processes.  Clear task assignment and tracking with customizable fields and automation.  Visual dashboards and reports provide insights into project progress and team performance.Requires initial setup to define clear structures and processes for your sales team.  May not offer the granularity and control of dedicated sales pipeline management tools.
CollaborationReal-time collaboration through comments, task updates, and file sharing. Shared project views keep everyone informed and on the same page.  Integrates with popular communication tools like Slack and Microsoft Teams.Can become overwhelming with large numbers of projects or users due to its flexible nature.  Limited video conferencing capabilities hinder real-time face-to-face interaction.
Reporting and Analytics:Customizable dashboards provide an overview of project progress and team performance.  Basic reporting features track key metrics like task completion and deadlines.Lacks advanced data analysis and insights compared to dedicated reporting tools.  May not be sufficient for highly data-driven sales teams.
Integration:Integrates with popular CRM and marketing automation tools like Salesforce and HubSpot.  Open API allows for custom integrations with other business applications.Integration setup can require technical expertise for complex configurations.  Not all desired integrations may be readily available.
Scalability:Highly scalable solution that adapts to growing teams and complex projects.  Enterprise plans offer advanced features and support for large organizations.Initial setup and process definition might require more effort for larger teams.  Complex features might lead to a steeper learning curve for some users.


Asana plans including 


Paid starts at  $24.99 per user/month. 


Trello’s renowned Kanban boards add a visual simplicity to your sales productivity. 

Consider having your entire sales funnel, from prospective clients to completed deals, visually represented with stages that are easy to customize

With the ability to drag and drop tasks, designate team members, and immediately remark on cards, you can encourage transparency and real-time collaboration.

Pros and Cons:

Visual Management:Kanban boards provide clear visualization of the sales pipeline. *Simple drag-and-drop interface for intuitive task management. Cards are customizable with labels, comments, and attachments.Limited to basic stages and may not capture complex pipeline complexities.  Visual representation might not suit all user preferences.
Collaboration:Real-time updates and comments keep everyone informed. Task assignment and card delegation simplify teamwork.  Integrations with communication tools like Slack enhance collaboration.Lacks advanced file sharing and co-editing features.  Limited video conferencing capabilities hinder real-time interaction.
Ease of Use:Minimal learning curve due to intuitive interface and visual layout.  Suitable for non-technical users and quickly adopted by teams.  Free plan offers basic features for individual users or small teams.May lack the depth and control of more complex project management tools.  Free plan limitations might hinder collaboration and workflow automation.
Integrations and Automation:Integrates with popular CRM and marketing tools like Pipedrive and Zapier.  Power-ups offer additional features like automation and voting.  Open API allows for custom integrations with other apps.Integration setup can require technical expertise for complex configurations. Power-ups can add complexity and potential learning curves.
Scalability:Scales well for smaller teams and straightforward sales processes.  Paid plans offer more features and board capacity for larger teams.May not be robust enough for managing complex workflows and large teams.  Limited customization options compared to enterprise-level tools.


Free for small teams $9.99 per user/month for businesses. 

Scheduling Sales Productivity Tools:

Effective scheduling is an everyday obstacle for salespeople amidst the hectic schedule of meetings, calls, and follow-ups.

However, what if there existed a secret weapon—a collection of scheduling tools made especially to increase output and expedite transaction closings? Step into the world of Scheduling Tools for Sales, where skill in closing deals and time management intersect.


For salespeople, Calendly is the schedule automation monarch. Imagine giving prospects the ability to self-schedule appointments straight on your calendar, eliminating the back-and-forth email ping-pong.

You simply specify meeting categories and your preferred availability using Calendly, and you’re all set on your way! Prospects don’t need to waste time coordinating

Pros and Cons:

Scheduling Automation:Eliminates back-and-forth email scheduling, saving time and effort.  Prospects can self-schedule meetings based on your availability. Integrates with popular CRMs for automatic data syncing.Limited meeting types and durations with free plan.  Can only integrate with a few CRMs and other tools in a free plan.
Ease of Use:Intuitive interface for setting availability and customizing booking pages.  Easy for prospects to schedule meetings without creating accounts. Mobile-friendly for on-the-go scheduling.Limited control over booking flow and customization in free plan. May require some initial setup and configuration effort.
Branding and Customization:Customizable booking pages with branding and personal touches.  Ability to showcase expertise and build trust with prospects before meetings.  Offer different meeting types and durations based on specific needs.Limited customization options in free plan, especially for branding.  Paid plans offer more design and branding flexibility.
Integrations:Integrates with popular CRMs like Salesforce, HubSpot, and Pipedrive.  Limited integrations with other tools and platforms in free plan.Integration setup can require technical expertise for complex configurations.  Not all desired integrations may be readily available.


$8-12 per user/month. 

Only the $12 pro-level has features like PayPal integration. 

Google Calendar:

A surprisingly effective instrument for efficiency is Google Calendar. Consider having a single location where your whole schedule is kept track of, easily synchronized with your team and available from any device.

You can see all of your appointments, calls, and due dates clearly and organized with Google Calendar, so you never miss any of them. 

Pros and Cons:

Accessibility and Free Plan:Available on any device with internet access.  Free basic plan offers core scheduling features.  Integrates with other Google tools and popular apps.Limited features in free plan compared to paid versions.  Collaboration restrictions apply with free plans.
Organization and Clarity:Color coding and labels for categorization.  Clear view of schedule and deadlines.  Recurring meetings for streamlined planning.Limited customization options compared to dedicated tools.  Can become cluttered with many events and details.
Collaboration and Sharing:Share calendars with team members for visibility.  Real-time updates and notifications.  Delegate tasks within events for accountability.Collaboration features limited in free plan.  May lack advanced communication tools needed for complex teamwork.
Ease of Use and Learning Curve:Intuitive interface and familiar design.  Minimal learning curve for most users. Mobile-friendly for on-the-go access.May lack advanced features and functionalities for power users.  Not specifically designed for complex sales management.


       It’s free of cost.


Salespeople that experience difficulty handling the availability of clients and colleagues will find that Doodle is a scheduling godsend.

Imagine a harmonic symphony of synchronized calendars instead of a game of emails. You can quickly make polls using Doodle that provide possible meeting schedules, and attendees can select the time window that works best for them

Pros and cons:

Ease of use: Intuitive interface, simple scheduling process.Limited customization: Fewer options for complex scheduling needs.
Availability: Accessible from any device with an internet connection.Limited integrations: May not integrate seamlessly with other sales tools.
Time zones: Automatically adjusts for different time zones.Limited reporting: Lacks detailed reporting on meeting activity.
Free basic plan: Suitable for individual users or small teams.Paid plans required for advanced features: Can be expensive for larger teams.
Collaborative scheduling: Allows participants to suggest and vote on available times.Limited control: Hosts may have limited control over final meeting time.
Integrations with calendar apps: Connects with popular calendar apps like Google Calendar and Outlook.Security concerns: Sharing meeting links may raise security concerns for sensitive information.


Free with paid upgrades.

CRM Sales Productivity Tools:

In the rapid arena of sales, every moment matters. Sales teams struggle with juggling leads, cramming their inboxes, and meeting deadlines. They long for solutions that help them be more productive and close more deals.

Discover the world of CRM sales productivity tools, your go-to tool for turning chaos into order, optimizing tasks, and bringing out the best in your team.

Imagine a future in which generating leads becomes second nature, deal pipelines run smoothly, and interactions with customers yield insightful information. CRM sales productivity technologies claim to enable your team to achieve unmatched achievement and can help them do just that. 


Salesforce is a web-based revolution in customer success that goes beyond simple software. Consider your sales, marketing, service, and analytics all operating together harmoniously on a single platform.

This is Salesforce magic: leads turn into deals, customer service becomes loyalty, and data turns into insights that can be put to use.

Salesforce caters to the specific requirements of every kind of organization, from startups seeking rapid expansion to multinational corporations reaching unprecedented heights. With an extensive range of accessible apps and interfaces, it lets you personalize the customer experience.

Pros and Cons:

Scalability: Adapts to businesses of all sizes, from startups to large enterprises.Complexity: Can be overwhelming for small teams due to its vast feature set.
Customization: Highly customizable with a wide range of apps and integrations.Steep learning curve: Requires time and effort to learn and configure effectively.
Data Management: Robust data management and analytics capabilities.Cost: Can be expensive, especially for larger teams or with advanced features.
Sales Automation: Automates repetitive tasks and streamlines the sales process.Implementation: Implementation can be complex and time-consuming.
Collaboration: Facilitates teamwork and collaboration across departments.Data Security: Requires careful attention to data security and user permissions.
Community and Support: Large and active user community and comprehensive support resources.Vendor Lock-in: Switching to another CRM can be difficult due to data migration challenges.
Mobile Access: Accessible from any device with an internet connection.Limited Offline Functionality: Some features may not be available offline.


You’ll need to talk with a sales rep. 


The CRM that effortlessly integrates into your Google Workspace, Copper, provides the power of sales productivity straight to your mailbox.

While writing emails, picture nurturing leads and having access to all of their information and past interactions. Imagine handling transactions straight from your calendar in a transparent pipeline.

Copper gathers your tasks, contacts, and email exchanges in a seamless manner, adding them to your CRM automatically. Say goodbye to repetitious data entry and welcome to targeted marketing!

With the help of this slick, user-friendly application, your team could concentrate more on developing connections and closing enterprises and less on maintaining data. 

Pros and Cons:

Pros  Cons
Ease of use: Simple interface, intuitive design, minimal learning curve.Limited features: May lack advanced features needed for complex sales processes.
Affordability: Competitive pricing, especially for small teams.Limited integrations: Fewer integrations compared to other CRMs.
Mobile-first: Designed for mobile use, perfect for on-the-go teams.Limited reporting: Lacks detailed reporting compared to more robust CRMs.
Visual sales pipeline: Drag-and-drop pipeline management for clear deal visualization.Limited customization: Fewer options for customizing workflows and fields.
Activity tracking: Tracks calls, emails, and meetings automatically.Limited scalability: May not be suitable for large enterprises with complex needs.
Built-in VoIP calling: Make and receive calls directly within the CRM.Data security concerns: Some users have raised concerns about data security.


Basic: Starting at $23 per user per month (billed annually) or $29 per user per month (billed monthly). 

Professional: Starting at $49 per user per month (billed annually) or $69 per user per month (billed monthly).

Business: Starting at $99 per user per month (billed annually) or $134 per user per month (billed monthly). 

Zoho CRM:

Streamline processes, automate tedious jobs, and use tailored tactics to nurture leads. Get a comprehensive picture of the customer journey by recording every interaction, from website visits to support tickets.

Work together across teams with ease, ensuring that marketing, sales, and customer service all function together perfectly. With so many integrations and customization options available, Zoho CRM isn’t hesitant to change to meet your specific business requirements.

Enter the realm of Zoho CRM and see as your sales performance soars, guided by the master of customer relations.

Pros and Cons:

Affordability: Offers a free plan and competitive paid plans, making it suitable for businesses of all sizes.
Free plan limitations: Free plan has limited features and storage.
Scalability: Adapts to businesses of all sizes and industries with different user levels and functionalities.Complexity: Large feature set can be overwhelming for smaller teams or simple needs.
Customization: Highly customizable with various Zoho apps and third-party integrations.Customization learning curve: Requires time and effort to set up and configure effectively.
Mobile access: Accessible from any device with an internet connection.Limited offline functionality: Some features may not be available offline.
Integrations: Integrates with a wide range of popular business tools and Zoho products.Integration complexity: Setting up some integrations can be complex.
Reporting and analytics: Offers robust reporting and analytics capabilities.Steep learning curve for advanced analytics: Requires some data analysis knowledge for full utilization.
Community and support: Large and active user community, extensive documentation, and good customer support.Data security concerns: Some users have raised concerns about


$12-45 per user/month. The most popular option is $35.

Closing Sales Tech:

Introducing the most recent advances in advanced sales technology: an extensive toolkit created to optimize your sales process and produce previously unheard-of outcomes.

Our technology transforms the way you interact with leads, maintain pipelines, and close deals from prospecting to closing. say goodbye to traditional methods and welcome to effectiveness, efficiency, and superior results. Hello from the sales future.

Adobe Sign:

Learn how simple it is to conclude an enterprise when Adobe Sign is seamlessly integrated into your sales toolkit. You can quickly and easily sign documents online with 

Adobe Sign, doing away with the need for paper-based procedures and speeding up turnaround times. Adobe Sign offers security, compliance, and ease of use for you and your clients when completing contracts, agreements, or proposals. Say goodbye to the hassles of printing, scanning, and mailing and welcome to a digitally simplified process for closing deals.

Pros and Cons:

Ease of UseIntuitive interface, easy form creation, mobile app for signingOccasional confusion with automatic field placement, login process can be clunky
Security & ComplianceSOC 2 & HIPAA compliant, advanced e-signature authenticationMore limited compliance options compared to competitors
FeaturesCustom branding, multi-language support, conditional signing workflows, integrations with popular tools like Microsoft Dynamics and SalesforceLacks some advanced features present in competitors, like bulk sending & reminders
Performance & ReliabilityHigh uptime, stable platformOccasional performance issues reported by users
PricingCompetitive individual & small business plans, discounts for large enterprisesAdditional features often require expensive upgrades
IntegrationsWide range of pre-built integrations with popular business toolsIntegration setup can be complex for some platforms
Customer SupportMultiple support channels availableLimited phone support and longer wait times reported


 $20 per license/month 


Regarding completing contracts, HelloSign is an excellent instance of effectiveness and ease.

HelloSign makes document signing less complicated with its user-friendly design and seamless integration, permitting you to easily and quickly complete contracts and agreements.

HelloSign enables you to securely sign, send, and manage papers from any device, whether you’re at work or on the road. This ensures seamless transactions and gets rid of the delays that come with traditional paperwork.

With capabilities like programmable templates and automated reminders, HelloSign gives you the resources you need to streamline the selling procedure and consistently outperform expectations.

Pros and Cons:

Ease of useVery user-friendly interface, simple drag-and-drop document upload, intuitive signing process.Some advanced features may require some learning curve.
PricingFree plan for basic needs, affordable paid plans with good value for increased usage.Paid plans can become expensive for high-volume signing needs.
SecurityUses industry-standard security protocols, including SOC 2 and GDPR compliance.Some users may prefer additional security features, such as two-factor authentication, available only in higher-tier plans.
IntegrationsIntegrates with many popular business tools like Google Drive, Dropbox, and Salesforce.Limited native integrations with some specific CRMs or industry-specific platforms.
FeaturesOffers essential features like document sending, requesting signatures, and real-time tracking.Lacks some advanced features offered by competitors, such as bulk sending, reusable templates, or in-person signing.
Mobile appAvailable for iOS and Android, allows signing and sending documents on the go.Mobile app has some limitations compared to the web interface.
Customer supportResponsive and helpful customer support team available through email and chat.Some users report limited support response times for complex issues.


$15/month for one sender. $40/month for up to five senders                           (includes a few additional features). 


 The industry-leading digital transaction management platform, DocuSign, enables companies to securely and easily automate their document signing procedures.

You can forget about the inconvenience of printing, signing, scanning, and faxing papers when you use DocuSign. Rather, send, sign, and manage agreements, contracts, and forms with ease from any location at any time on any device.

DocuSign uses innovative authentication and encryption techniques to guarantee the highest security and compliance, providing you peace of mind and quickening your sales cycle. With DocuSign, say hello to effectiveness, dependability, and a more efficient closing process.

Pros and Cons:

Convenience and speedElectronically sign documents anytime, anywhere, from any device. No printing, scanning, or mailing required.May need some training for older users or those unfamiliar with technology.
Improved workflowAutomate sending, signing, and tracking documents. Streamline document processes and reduce turnaround time.May require integration with existing systems, which can be complex.
Legally bindingDocuSign is compliant with e-signature laws in most countries, making signed documents legally binding.Check specific regional regulations for any exceptions.
SecurityUses multiple layers of security, including encryption and digital signatures, to protect sensitive information.No system is completely foolproof, and data breaches are always a risk.
AccessibilityOffers multiple plans and pricing options to suit different needs and budgets.Free plan has limited features and usage limits.
Audit trailTracks and records all activity on each document, providing a clear audit trail for compliance purposes.May require additional configuration to ensure comprehensive logging.
CustomizationCan be customized to match your brand and business processes.Customization options may require additional cost or technical expertise.
IntegrationsIntegrates with many popular CRMs, accounting software, and other business applications.Some integrations may require additional fees or setup.


Business plans start at $25 per user/month. The Business Pro plan includes payment integrations. 

Payment Platforms Sales Tools:

Is the speed of your payment processing system comparable to that of a dial-up connection? Are checkout delays and abandoned carts eating into your profits?

You’re not by yourself. Optimizing your payment experience is essential for growth in the current competitive environment.

However, it can feel like you’re sailing across the Bermuda Triangle in a leaky boat when navigating the sea of payment platforms and sales tools. We are here to be your lighthouse, so don’t worry!


The popular digital payment platform PayPal transformed internet purchases. It provides a safe and practical means for people and companies to send and receive money online. It was founded in 1998.

PayPal users have the option to link their bank accounts, credit cards, or debit cards to their accounts, facilitating easy transfers and transactions.

Users may transact with confidence knowing that PayPal’s strong encryption and fraud protection systems are protecting their money.

PayPal’s user-friendly design and broad acceptance have made it a mainstay of e-commerce, enabling millions of transactions per day in a variety of global businesses and geographical areas.

Pros and Cons:

Convenience and accessibilityWidely accepted by millions of online merchants, allowing easy online payments and money transfers.Merchant fees can be high, especially for international transactions.
Security and buyer protectionStrong buyer protection policies and fraud prevention measures.Seller protection can be limited in certain cases.
Mobile integration and ease of useUser-friendly interface and mobile app for sending and receiving money on the go.May require linking a bank account or debit card, which not everyone wants to do.
Dispute resolutionOffers a system for resolving disputes between buyers and sellers.Process can be slow and complex, with outcomes not always guaranteed.
Marketing and business toolsProvides various marketing and business tools for online sellers, such as invoicing and customer relationship management.Additional fees may apply for advanced features.
Subscription managementRecurring payments and subscriptions can be easily managed, making it suitable for ongoing services.Can be more expensive than other dedicated subscription management platforms.
Global reachAvailable in over 200 markets and supports multiple currencies.Currency conversion fees can be high.


PayPal typically charges a fee of 2.9% plus $0.30 per transaction for payments received from buyers. International transactions may incur additional fees, usually ranging from 3.5% to 4.4% plus a fixed fee based on the currency received. 


Businesses of all sizes are able to manage transactions and securely take payments with the infrastructure that Stripe provides.

Businesses can easily incorporate payment processing into their websites and mobile applications with the platform’s array of tools and APIs.

Stripe’s user-friendly dashboard, strong security measures, and broad support for multiple currencies and payment methods have made it a top option for marketplaces, subscription services, and e-commerce companies alike.

Real-time transaction tracking, adaptable billing choices, and sophisticated fraud prevention methods are remarkable characteristics. 

Pros and Cons:

Flexible payment optionsSupports multiple payment methods including credit cards, debit cards, ACH transfers, Apple Pay, Google Pay, and more.May not offer all niche payment methods compared to some competitors.
Competitive feesTransparent pricing structure with lower fees compared to some traditional processors.Higher transaction fees for high-volume businesses.
Easy integrationUser-friendly API and SDKs for seamless integration with various platforms and websites.Can require some technical expertise for complex integrations.
Global reachExpands your business internationally with support for over 135 currencies and automated tax calculations.Additional fees for currency conversion.
Security and fraud preventionAdvanced security measures like PCI compliance and 3D Secure to protect against fraud.Requires vigilance on your end for high-risk transactions.
Customization and scalabilityCustomizable features and robust infrastructure to scale with your business growth.May require custom development for highly specific needs.
Data and analyticsProvides detailed reporting and analytics tools to track payments and business performance.Free plan has limited reporting features.
Developer-friendly featuresAdvanced tools and functionalities for developers, such as webhooks and subscriptions management.Can be daunting for non-technical users.


The basic plan has the same fees as PayPal: 2.9% + $0.30 per transaction. 


A fintech startup called GoCardless focuses on offering online payment solutions, with a particular emphasis on recurring payments.

Hiroki Takeuchi, Matt Robinson, and Tom Blomfield founded the firm in 2011. It provides a platform that lets companies collect payments from clients using bank debit instead of credit cards, which frequently have higher costs. GoCardless’s solution seamlessly connects with a variety of accounting and billing software packages, allowing businesses to efficiently handle their payment practices. 

Pros and Cons:

Convenience• Automatic payments directly from customer bank accounts• Requires customer setup and bank account sharing
Payment speed• Faster than traditional methods like checks or bank transfers• Can still take 3-5 business days for funds to settle
Reduced costs• Lower transaction fees than credit cards• May have higher fees for international payments
Improved cash flow• Predictable income stream with guaranteed payments• Risk of customer payment failures
Security• PCI compliant and uses bank-level security• Sharing bank account information carries inherent risks
International reach• Supports payments in multiple countries and currencies• Currency conversion fees may apply
Scalability• Easy to integrate with online platforms and accounting software• Complex invoicing or subscription models may require additional setup


1% fee + $0.25 – $2.50 per transaction. 

Sales Productivity Tools 2 2


In the competitive sales landscape, productivity tools are game-changers, not shortcuts. 

While they automate tasks and streamline processes, remember: technology amplifies existing skills, not replaces them.

Choose wisely, integrate seamlessly, and focus on sales mastery for true success.

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Stephen is a passionate professional with expertise in communication skills. He is dedicated to helping businesses excel through effective workplace communication. Join him for insights on professional development, productivity, and business success. Do follow him on Twitter.

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