Top 10 Sales Software For Small Businesses In 2025

These days, staying ahead of the competition requires more than just traditional sales methods. 

Businesses, especially smaller ones out there, need to embrace innovative technologies to keep their processes efficient, their customers happy, and their sales soaring. 

To that effect, sales software for small businesses has become an essential tool, helping companies manage leads, automate workflows, and close deals with greater ease.

But the problem is that there are thousands of such tools out there. 

If you are a startup, or a new business at a small level, then you need a handful of sales tools for small businesses, specifically, to maximize productivity, streamline workflows and increase conversions.

All of that needs to be achieved without tipping over the breaking point. After all, it comes down to managing expenses and getting a decent amount of profit, without affecting business operations.

So, here’s to a detailed list of the best sales app alonside a couple of those that have OpenPhone integration features for small business platforms to help them complete their goals and whatnot.

Why Small Businesses Need Sales Software

For small businesses, every lead counts, every customer interaction matters, and every deal impacts the bottom line.

Sales software, in this context, offer a lifeline to smaller teams that often juggle multiple responsibilities with limited resources. It streamlines operations, provides valuable insights, and allows teams to focus on building relationships with potential customers.

Modern sales and marketing software for small businesses is not just about efficiency; it’s about staying competitive. 

Still, if it’s not convincing enough, take a quick look at some of these interesting stats accumulated on the best sales tools for small businesses over the last few years.

According to industry data:

• Businesses that respond to customer inquiries first capture up to 50% of sales opportunities.
• Top-performing sales representatives dedicate only 7% of their time to pitching, focusing instead on understanding and addressing customer needs.
• A significant portion of a salesperson’s day—21%—is still spent on email, underlining the importance of tools that enhance communication and streamline tasks.

These statistics highlight the need for small businesses to adopt software that helps automate mundane tasks, identify high-value leads, and engage customers meaningfully.

Key Factors When Choosing Sales Software for Small Businesses

Selecting the right sales software requires careful consideration of your business’s unique needs. With countless options available, knowing what to prioritize can save time, money, and effort.

Scalability

Your business may start small, but it’s essential to choose software that grows with you.

Scalable platforms ensure that as your team and customer base expand, your sales tools can accommodate the increased workload without requiring a complete overhaul.

User-Friendliness

Sales software for small businesses must be intuitive and straightforward. Time spent learning complex systems is time taken away from selling. A user-friendly interface ensures that your team adopts the tool quickly and uses it effectively.

Customization

Every small business has its own way of managing sales. Look for software that allows you to tailor workflows, reports, and dashboards to fit your specific processes. The ability to customize features ensures the tool aligns with your unique business needs.

Integration Capabilities

Chances are, you already use tools for email, customer management, and marketing. The best sales tools for small businesses integrate seamlessly with existing platforms, creating a unified system that enhances productivity and reduces redundancies.

Security and Compliance

With sensitive customer data at stake, robust security features are non-negotiable. Ensure the software complies with data protection regulations and offers encryption, access controls, and other safeguards to protect your information.

The Top Sales Software for Small Businesses in 2025

To simplify your search for the perfect sales app for small businesses, here’s a detailed rundown of some of the best options available this year.

1. Trellus – AIO Sales Calling Tool For Outbound Leads Conversion

Sales teams in today’s competitive landscape face relentless pressures to meet ambitious goals while juggling complex workflows. 

Often, this means navigating a maze of tools, dialing endlessly, and keeping track of call details manually—a process that is both time-consuming and prone to errors.

Trellus.ai emerges as a transformative solution tailored to meet the specific demands of businesses engaged in high-volume cold and warm calling. Designed with automation, AI-driven coaching, and seamless integration capabilities, Trellus streamlines workflows, enhances performance, and maximizes conversion potential. This isn’t just another tool; it’s a comprehensive platform built to eliminate inefficiencies and empower sales teams.

Whether you're looking for real-time call support, automated dialing, or post-call analytics, Trellus provides a unified system to optimize every stage of the sales process. Its robust design ensures that sales representatives stay focused on what matters most—engaging with prospects and closing deals.

Flexible Pricing for Businesses of All Sizes

Trellus offers versatile pricing options to cater to diverse business requirements, from startups exploring sales tools to enterprises with complex needs.

Free Forever Plan

• Cost: $0
• Ideal for: Startups or small teams looking to understand how Trellus can streamline their calling operations before committing to paid plans.
  

• Basic AI-driven calling capabilities.
• Essential tools for call quality improvement and tracking outcomes.

This plan offers enough functionality for businesses to explore the platform's potential and decide how it fits into their workflow. It’s an excellent starting point for automating routine tasks and enhancing the efficiency of basic sales operations.

Power Plan

• Cost: Starting at $39.99/month (billed monthly).
• Ideal for: Small to mid-sized teams aiming to scale their operations with advanced features.
• Key Features:
  • Unlimited single-line dialing for high-efficiency calling.
  • Voicemail drops to save time and maintain consistency across follow-ups.
  • Access to call transcripts for detailed training and performance reviews.
  • Automation tools to reduce manual workload, ensuring more time is spent connecting with leads.

The Power Plan is designed to enhance daily workflows, equipping teams with the tools they need to optimize calls and improve performance metrics.

Business + Enterprise Plan

• Cost: Custom pricing available upon request.
• Ideal for: Enterprises and large organizations with complex and customizable requirements.
• Key Features
  • Advanced CRM integrations tailored for enterprise needs.
  • Comprehensive AI analytics and reporting for in-depth insights.
  • Customized workflow automation to meet unique sales strategies.

This plan is tailored for businesses that need extensive scalability and features that align with sophisticated sales environments.

What Makes Trellus Essential for Sales Teams?

Trellus is more than just a sales tool—it’s a comprehensive solution that simplifies workflows, enhances calling efficiency, and improves overall performance. 

This sales software for small businesses addresses common pain points, such as managing fragmented processes, repetitive administrative tasks, and inconsistent follow-ups.

Here’s an in-depth look at the features that make the platform indispensable for cold and warm calling efforts:

Seamless CRM Integration for Streamlined Workflows

Switching between platforms is one of the most significant inefficiencies for sales teams. Trellus integrates with a wide array of CRM systems, allowing users to stay within a single, familiar environment.

This integration ensures that all data, including call logs, notes, and outcomes, is automatically synced and stored. The result is a smooth workflow that minimizes errors, saves time, and keeps your team organized.

Efficient Dialing with Workflow Optimization

Cold calling campaigns often require high volumes of calls, while warm calling demands a more personalized approach. Trellus simplifies both with an automated dialing system that reduces the need for manual input.

• Single-Line Dialing: Ideal for reaching out to prospects quickly and efficiently.
• Workflow Management: The pause-and-resume function allows sales reps to pick up tasks seamlessly without losing momentum. This ensures no lead is left behind, even during busy periods.

Real-Time AI Coaching for Superior Call Outcomes

One of the standout features of Trellus is its real-time AI coaching. This advanced system uses natural language processing (NLP) and machine learning to provide actionable insights during calls.

How Real-Time Coaching Enhances Conversations

• The AI monitors conversations in real-time, offering suggestions for improving phrasing, addressing objections, and steering discussions toward conversions.
• Sales reps receive guidance as they speak, ensuring they handle difficult situations with confidence and poise.

This feature helps even the most inexperienced callers adopt best practices and achieve better results faster.

Automated Transcripts and Insights for Better Follow-Ups

Effective follow-ups are critical for converting warm leads, and Trellus ensures no detail is overlooked.

• Call Transcriptions: Every conversation is transcribed in real-time, providing a detailed record for analysis and training purposes.
• Post-Call Summaries: Automatic summaries highlight key discussion points and suggest actionable next steps, keeping the sales cycle moving smoothly.

This automation not only saves time but also ensures sales reps can focus on nurturing relationships rather than struggling to recall details from previous interactions.

AI-Powered Behavioral Analysis for Continuous Improvement

Trellus takes post-call evaluation to the next level through its AI-driven behavioral analysis. This system doesn’t just report what happened during calls—it learns from the data to refine its suggestions.

• Feedback and Training: Sales reps receive tailored feedback based on their performance, allowing them to improve continuously.
• Team Insights: Managers can use diagnostic data to identify trends, address weaknesses, and amplify strengths across the team.

Automation That Frees Up Time for High-Value Activities

Repetitive administrative tasks can drain productivity, but Trellus eliminates these inefficiencies through intelligent automation.

Key Automation Features

• Call Outcomes and Notes: Automatically categorizes call results and logs detailed notes with minimal effort.
• Voicemail Drops: Enables pre-recorded messages to be left across multiple platforms, saving time while maintaining a personal touch.
• Hands-Free Logging: Ensures every interaction is documented without requiring manual input from the user.

These features collectively allow sales reps to dedicate more time to building relationships and converting prospects into customers.

Engaging Leads After the Call

Closing a deal often requires multiple touchpoints. Trellus supports post-call engagement through automated workflows that keep the momentum going.

• Email Summaries: After each call, detailed summaries can be sent to prospects or used internally to align follow-up strategies.
• Actionable Insights: Teams gain clarity on what worked and what didn’t, enabling them to refine their approach continuously.

2. Zendesk Sell: A Comprehensive Platform for Small Teams

Zendesk Sell has earned its reputation as one of the best sales tracking software for small businesses.

Designed to help businesses build meaningful relationships with their customers, it offers tools for lead management, activity tracking, and sales forecasting.

Why It Stands Out:

• Automated Workflows: Reduce manual effort with triggers that schedule follow-ups and outreach activities.
• Marketplace Integration: Choose from over 1,000 apps to enhance functionality.
• Smart Lists: Keep tabs on recurring revenue and subscription timelines.

Pricing:
Plans start at $19 per user per month for smaller teams, scaling up to enterprise options for $169 per user per month.

3. PandaDoc: Perfect for Document Management For New Hires

PandaDoc is ideal for small businesses that rely heavily on contracts, proposals, and invoices.

This sales and marketing software for small businesses simplifies document creation and streamlines the approval process.

Why It Stands Out:

• Drag-and-Drop Tools: Create professional contracts in minutes.
• E-Signatures: Collect legally binding signatures securely and efficiently.
• Payment Integration: Enable clients to pay directly through trusted gateways.

Pricing:
A free plan is available, with paid plans starting at $19 per user per month.

4. LinkedIn Sales Navigator: Ideal for Social Selling

Small businesses looking to tap into LinkedIn’s vast network of professionals will find Sales Navigator invaluable.

As one of the best sales apps for small businesses, this platform simplifies prospecting and offers advanced search capabilities tailored to your target audience.

Why It Stands Out:

• CRM Integration: Save leads directly into your system for seamless tracking.
• InMail Messaging: Connect with prospects even outside your network.
• Real-Time Insights: Get notified of changes within target companies.

Pricing:
Free trials are available, with paid plans offering various features.

5. DocuSign: Streamlining E-Signatures and Approvals

For small businesses handling contracts and agreements, DocuSign eliminates the hassle of printing and scanning. It enables secure, paperless workflows that are easy to track.

Why It Stands Out:

• Audit Trails: Maintain a complete history of agreements for legal purposes.
• Global Compliance: Stay in line with international data privacy laws.
• Real-Time Tracking: Monitor document progress from creation to approval.

Pricing:
Starts at $10 per month for individuals, with scalable plans for teams.

6. Salesforce Sales Cloud: AI-Powered for Growth

Salesforce’s reputation precedes it, offering a powerful suite of tools that cater to businesses of all sizes.

For small teams, its Sales Cloud version provides everything from lead tracking to AI-driven forecasts.

Why It Stands Out:

• Comprehensive Reporting: Analyze sales performance and predict trends.
• Workflow Automation: Streamline complex sales processes with customizable features.
• Omnichannel Engagement: Interact with leads through their preferred channels.

Pricing:
Plans begin at $25 per user per month, making it accessible for smaller businesses.

7. HubSpot Sales Hub: Bridging Sales and Marketing

HubSpot’s Sales Hub is a favorite among small businesses for its ability to seamlessly connect marketing efforts with sales processes. It provides tools for pipeline management, email tracking, and customer engagement.

Why It Stands Out:

• Live Chat Integration: Engage website visitors in real time.
• Training Resources: Equip teams with extensive libraries on sales strategies.
• Playbooks: Access ready-to-use templates and guides for sales calls.

Pricing:
A free plan is available, with advanced features starting at $45 per month.

8. ZoomInfo: Finding the Right Leads

ZoomInfo caters to small B2B businesses looking to fine-tune their prospecting efforts. Its advanced database and AI tools help businesses identify high-value leads and enrich contact information.

Why It Stands Out:

• Lead Enrichment: Keep prospect data accurate and up to date.
• Buyer Intent Signals: Identify leads most likely to convert.
• Conversation Intelligence: Optimize sales strategies based on call analytics.

Pricing:
Custom quotes are available based on your business’s needs.

9. PipeDrive

Pipedrive stands out for its intuitive, visual approach to managing sales pipelines. Built with small businesses in mind, it ensures that users spend less time on data entry and more time on selling.

Why It’s Unique:
The in detail visual sales pipeline offers drag-and-drop functionality, allowing teams to move deals through stages effortlessly. Automated reminders and deal rotting alerts ensure nothing falls through the cracks.

Key Features:

• Customizable Pipelines: Tailor stages to match your sales process.
• Email Integration: Track email communication without leaving the platform.
• Activity Management: Stay on top of calls, emails, and meetings with a centralized dashboard.
• Sales Reporting: Gain insights into team performance and pipeline efficiency.

Pricing: Plans start at $14.90 per user per month, with scalable options for growing businesses.

10. Freshsales

As part of the Freshworks suite, this sales software for small businesses is more of a feature-rich CRM designed to streamline sales, marketing, and customer engagement. Its user-friendly interface and AI-driven insights make it an excellent choice for small businesses looking for an all-in-one solution.

Why It’s Unique:
Freshsales integrates sales automation with AI-powered lead scoring and predictive analytics, ensuring teams prioritize the most promising opportunities.

Key Features:

• AI-Powered Lead Scoring: Focus on high-potential leads using real-time scoring.
• Integrated Communication Tools: Manage calls, emails, and chats within the platform.
• Workflow Automation: Automate repetitive tasks, such as lead assignment and follow-ups.
• Mobile App: Stay connected and productive on the go.

Pricing: Starts at $15 per user per month, with a free plan for basic usage.

The Role of Mobile-First Sales Software for Small Teams

The shift towards mobile-friendly tools is no longer optional. For small businesses, having access to sales data and communication tools on the go can make all the difference.

Key Advantages:

1. Accessibility: Mobile apps ensure teams can manage leads, track activities, and close deals from anywhere.
2. Real-Time Collaboration: Updates sync instantly, keeping teams aligned even when working remotely.
3. Offline Functionality: Many apps now allow offline access, ensuring productivity doesn’t take a hit in low-connectivity areas.

The Importance of Scalability and Customization

Small businesses often grow faster than expected, and their software needs to keep up. Scalability ensures that tools remain effective as teams expand, while customization allows businesses to adapt features to evolving workflows.

How to Assess Scalability:

1. Look for tools with tiered pricing plans that accommodate growth.
2. Evaluate whether the software supports third-party integrations for added functionality.

Software to Consider: Keap (formerly Infusionsoft)
Keap is a CRM and marketing automation platform that grows with your business.
Key Features:

• Scalable pricing plans starting at $79 per month.
• Robust email marketing and automation capabilities.
• Integration with over 2,000 apps via Zapier.

The Benefits of Investing in Sales Software for Small Businesses

Implementing the right tools doesn’t just improve efficiency; it transforms the way small businesses operate. 

Sales apps for small businesses simplify workflows, improve customer engagement, and provide actionable insights, helping teams close deals faster.

Improved Productivity

Automation reduces time spent on repetitive tasks, allowing sales reps to focus on meaningful customer interactions.

Better Lead Management

Centralized databases ensure no lead falls through the cracks, and intelligent scoring prioritizes high-value prospects.

Enhanced Customer Experiences

Personalized communications build trust and strengthen relationships, increasing customer loyalty.

Final Thoughts

For small businesses, adopting the best sales tools is no longer optional—it’s essential. 

If you’re into the kind of business that relies heavily on dealing with a boatload of workflow from within your company’s preferred CRM, then Trellus is your go-to platform.

Aside from that, businesses that lean on making cold and warm calls day in; day out, need a robust tool which helps with conversions, better productivity and performance tracking. So, yes, tools, such as Trellus offer a full stack experience through a super lightweight integration that doesn’t require any technical prowess.

Other than that, if your business is into managing contracts, PandaDoc and DocuSign are best for onboarding people.

Similarly prospecting through LinkedIn Sales Navigator, or automating workflows with Salesforce can elevate your business to new heights.

Explore these options by signing up for free trial programs. See if your business requirements are met, and then transition to a paid plan.

Top Sales Tracking Software for Small Businesses - Additional Information To Get You Along The Way

Effective sales tracking software for small business can help you monitor the performance of your sales team and ensure that no lead is left behind. Whether your sales process is manual or automated, tracking software provides valuable insights into how well your team is doing and where improvements can be made.

The Best Sales Tracking Software for Small Businesses

• Salesforce Sales Cloud: Known for its powerful tracking and forecasting tools, Salesforce is ideal for small businesses looking to scale quickly.
• HubSpot Sales Hub: Offers an easy-to-use interface with features like email tracking, sales pipeline management, and advanced reporting tools, making it one of the best sales tracking software for small business.
• Trellus.ai: Focused on automating cold and warm calling, Trellus.ai’s sales software small business features streamline the entire sales process from lead generation to conversion.

Integrating Sales Platforms for Small Businesses

Choosing the right sales platforms for small businesses can make a significant impact on your business's ability to manage leads, forecast sales, and measure performance. An integrated platform ensures that sales teams are working efficiently, with the right tools in place to increase conversions.

Must-Have Features for Sales Platforms:

• Comprehensive Analytics: A strong analytics tool helps you understand your sales data in real-time, making it easier to adjust strategies when needed.
• Omnichannel Integration: Sales platforms that offer sales software small business and integrate with social media, email, and other channels help reach customers where they are.
• Customizable Dashboards: Sales teams can personalize their dashboards to display the data that matters most to them.

Sales Reporting Software for Small Businesses: A Must-Have Tool

Sales reporting software for small business plays an essential role in tracking your team’s performance, understanding sales trends, and making data-driven decisions. The right reporting tools will allow you to track the effectiveness of your sales strategies and optimize your efforts accordingly.

Top Features of Sales Reporting Software:

• Custom Reports: Create custom reports to track specific sales metrics such as revenue, conversion rates, and lead sources.
• Real-Time Analytics: Monitor sales performance in real time to make adjustments and enhance efficiency.
• Forecasting: Use sales data to predict future trends and set achievable targets for your team.

Small Business Sales Software: Key Benefits

Investing in small business sales software is a game-changer for companies looking to scale their operations. These platforms not only help you manage customer relationships but also optimize every aspect of the sales process.

Benefits Include:

• Lead Management: Organize and prioritize leads based on their potential value.
• Automated Follow-ups: Set automated reminders to ensure you stay on top of every opportunity.
• Improved Team Collaboration: Sales software allows team members to collaborate easily by sharing customer information and insights.

FAQs About Sales Software for Small Businesses

1. What is the best sales software for small businesses?

The best sales app for small business depends on your specific needs, but popular options include Trellus, Salesforce, and HubSpot Sales Hub. These platforms offer a variety of features, including sales tracking, CRM integration, and reporting.

2. How can small businesses benefit from sales tracking software?

Sales tracking software helps small businesses monitor their sales activities, identify high-value leads, and optimize their sales efforts for better conversion rates.

3. What is sales and marketing software for small businesses?

Sales and marketing software for small businesses combines tools for both marketing and sales, making it easier to manage customer relationships, track leads, and automate workflows. This integrated approach improves communication between sales and marketing teams, leading to better customer engagement.

4. Do I need sales reporting software for my small business?

If you're looking to optimize your sales strategies, then sales reporting software for small businesses is essential. It helps you track performance, measure success, and make data-driven decisions to boost your sales efforts.

5. Can sales software integrate with my current CRM?

Yes! Many sales software small business platforms offer seamless integrations with popular CRMs, allowing for a unified system that keeps all your data in one place. This integration reduces manual data entry and enhances team efficiency.

6. What makes sales tracking software for small business important?

Sales tracking software helps small businesses monitor their performance, identify trends, and ensure that no lead slips through the cracks. This leads to improved decision-making and a more effective sales strategy.