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Top Rated Sales Tracking Software with Data Import/Export in 2026

Verified reviewer profile picture
Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: February 2026

Data import/export enables quick transfer of sales data, facilitates integration with other systems, supports data backup, and enhances reporting and analysis. This functionality streamlines workflows and improves productivity. Our reviewers in sales tracking software rated this feature as important.

8 Best Sales Tracking Software with Data Import/Export

Product
User rating
Starting price
Salesforce Sales Cloud logo
4.4
(18.7K)
25
per user/per month
visit website
Zoho CRM logo
4.3
(6.9K)
14
per user/per month
visit website
Pipedrive logo
4.5
(3K)
19
per user/per month
visit website
monday.com logo
4.6
(5.6K)
9
per user/per month
visit website
HubSpot CRM logo
4.5
(4.4K)
20
per user/per month
visit website
Dynamics 365 logo
4.4
(5.8K)
50
per user/per month
ActiveCampaign logo
4.6
(2.5K)
15
flat rate/per month
Mailchimp logo
4.5
(17.5K)
13
flat rate/per month

See other top Sales Tracking products with data import/export

How we picked the 8 top rated products

We chose the high-performing solutions on this list based on verified user ratings on our site. Depending on available data, qualifying products either had to be among the most user-reviewed or the most searched-for products in the Sales Tracking software category. They also needed to have sufficient reviews about data import/export, have a minimum user rating of 3 out of 5 for that feature, and show evidence of U.S. market presence. We then added a distinction for up to three products based on our proprietary ratings and reviews: Highest rated, Highly rated for data import/export, and Highly rated for free version. Sponsorship or client status has no influence on the selection of these products, but it may impact the order in which products appear.

Details for the 8 best products

Salesforce Sales Cloud logo

Salesforce Sales Cloud

Reviews Sentiment
 
 
 
1-2(430)
3-4(7,977)
5(10,341)
Key Features
Sales Pipeline Management4.5
Lead Management4.4

User insights about the data import/export feature

Reviewers find Salesforce Sales Cloud's data import/export tools valuable for their ease of use and integration with other systems. They highlight the Data Import Wizard, support for bulk uploads, and the ability to export data for reporting. Some users mention challenges with data completeness and the complexity of the process for new users.

See related user reviews

“Very important feature for us, what I like about it is how it imports the data so quickly without doing it manually. The system does all the hard work for you, from importing data, to exporting the data through to the sales department.”
AG

Amardeep G.

Call centre

“The Data Import/Export feature in Salesforce Sales Cloud is incredibly useful. It allows me to quickly and easily import and export data, saving me time and effort. The feature is user-friendly and customizable, which is great for my business needs.”
GG

Gaurav G.

HR manager

Starting price
25per user /
per month
visit website
Pros and Cons based on 18,748 verified reviews

Comprehensive tracking capabilities

Effective client management

Robust CRM functionalities

Advanced sales management tools

Enhanced organizational capabilities

Slow performance speed

Complex setup and configuration

Steep learning curve

Challenging user experience

Not ideal for small businesses

See pros and cons details
Zoho CRM logo

Zoho CRM

Reviews Sentiment
 
 
 
1-2(249)
3-4(3,148)
5(3,555)
Key Features
Sales Pipeline Management4.4
Lead Management4.4

User insights about the data import/export feature

Reviewers highlight Zoho CRM's data import/export capabilities for their ease of use and integration with various spreadsheet formats. They appreciate the ability to migrate data from other systems, manage bulk uploads, and export data for analysis. Some users mention initial difficulties with data import and issues with duplicate records.
Verified reviewer profile picture

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“What I really like about the Data Export and I port feature, is how you can by a click export data through so easily. It's very useful to have, and does the hard work to export data through to the system, and to the sales team so quickly and conveniently. Not only exports, but also imports and saves important data so that no information is lost.”
AG

Amardeep G.

Call centre

“Both data import and export are essential features in Zoho CRM, as they enable you to maintain accurate records, migrate data from other systems, and analyze your CRM data in external tools. These capabilities contribute to efficient CRM management and effective decision-making within your organization.”
Verified reviewer profile picture

Mohammed M.

Assistant manager

Starting price
14per user /
per month
visit website
Pros and Cons based on 6,952 verified reviews
Verified reviewer profile picture

Comprehensive sales management

Efficient client management

Effective customer tracking

Robust lead management

Scalable for various business sizes

Frequent user issues

Inadequate customer support

Outdated user interface design

Need for performance improvements

Complicated navigation

See pros and cons details
Pipedrive logo

Pipedrive

Reviews Sentiment
 
 
 
1-2(61)
3-4(1,026)
5(1,954)
Key Features
Sales Pipeline Management4.5
Lead Management4.4

User insights about the data import/export feature

Reviewers indicate that Pipedrive's data import/export tools are user-friendly and efficient, making data migration and management straightforward. They appreciate the ability to import data from other sales software and export data for mailing lists. However, some users find the process more difficult than expected, especially when starting with a new CRM.
Verified reviewer profile picture

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“Pipedrive's Data Import/Export feature is a time-saver. Effortlessly migrate and manage data with simple yet powerful tools, ensuring smooth transitions and streamlined operations. Vital for data-driven success.”
Verified reviewer profile picture

Muhammad A.

Software house

“ Pipedrive's data import and export tools allow users to transfer and back up information to and from external sources, such as other CRM systems and CSV files. By utilizing these tools, users can have greater control over their information and handle it in a more efficient manner.”
Jf

Jose f.

Gerente administrativo

Starting price
19per user /
per month
visit website
Pros and Cons based on 3,041 verified reviews
Verified reviewer profile picture

Efficient sales pipeline management

Intuitive and customizable interface

Customizable sales stages

Effective sales team management

Enhanced team collaboration

Limited reporting capabilities

Inefficient search and filter functions

Subpar contact management

Inconsistent user experience

Limited automation features

See pros and cons details
monday.com logo

monday.com

Reviews Sentiment
 
 
 
1-2(69)
3-4(1,923)
5(3,696)
Key Features
Sales Pipeline Management4.5
Lead Management4.1

User insights about the data import/export feature

Users report that monday.com's data import/export functionalities are straightforward and efficient. They appreciate the ability to import data from other tools like Asana and export data for analysis in Google Sheets or Excel. Reviewers find it useful for integrating with other systems and managing data across different platforms.
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“Data import/export is a critical feature for any work management tool, as it allows users to easily move data in and out of the system. monday.com offers a variety of data import and export options, which makes it easy to integrate with other systems”
MM

Mir M.

Safety Analyst

“It is super helpful to export data to manipulate in Google Sheets/excel. Or import lists from other tools such as LinkedIn sales navigator.”
Verified reviewer profile picture

Peter W.

Recruitment Consultant

Starting price
9per user /
per month
visit website
Pros and Cons based on 5,688 verified reviews
Verified reviewer profile picture

Boosts team productivity

Effective progress tracking

Enhanced organization capabilities

Visual task management

Highly customizable platform

High costs for small teams

Overwhelming email notifications

Occasional performance issues

Limited mobile functionality

See pros and cons details
HubSpot CRM logo

HubSpot CRM

Reviews Sentiment
 
 
 
1-2(84)
3-4(1,624)
5(2,724)
Key Features
Sales Pipeline Management4.5
Lead Management4.5

User insights about the data import/export feature

Reviewers appreciate HubSpot CRM's data import/export capabilities for their simplicity and efficiency. They highlight the easy mapping process, seamless integration with other applications, and the ability to quickly import/export data for analysis and reporting. Some users find the process less intuitive when dealing with CSV files.

See related user reviews

“The uploading is very convenient as our Lead Generation Specialists mine bulk leads everyday and just put it in an excel sheet and we can just drag and drop it to HubSpot. Plus, it automatically detects duplicates and updates the duplicates when there are new information like address change or contact number change.”
CI

Cliff I.

Deputy General Manager

“Super flexible with data import and export, allowing for selection of certain properties, fields, objects, etc. Couldn't ask for much more.”
LW

Leo W.

Director of Operations

Starting price
20per user /
per month
visit website
Pros and Cons based on 4,432 verified reviews

Efficient lead tracking

Centralized client information

Comprehensive email tracking

Integrated sales and marketing

Versatile CRM functionalities

Frequent technical issues

High costs for advanced features

Limited reporting capabilities

Inadequate user account management

See pros and cons details
Dynamics 365 logo
Reviews Sentiment
 
 
 
1-2(128)
3-4(2,640)
5(3,032)
Key Features
Sales Pipeline Management4.4
Lead Management4.4

User insights about the data import/export feature

Reviewers appreciate Dynamics 365's data import/export capabilities for their ease of use and efficiency. They highlight the seamless flow of data across departments, support for various formats like CSV and Excel, and real-time sharing. Users find it particularly helpful for migrating data from other systems, handling large data sets, and integrating with third-party software like Outlook.

See related user reviews

“This feature was a life saver. We had invoices that have different break downs and being able to import them into the system save us so much time for processing purposes. We also use the export feature to create reports needed for users or vendors”
LV

Lina V.

Senior Accounts Payable Specialist

“Business frequently need to move their current data when implementing dynamic 365 .A seamless transition is possible by the data import feature, which guarantee that past data is appropriately imported in to the platform ”
RC

Radhe C.

Network engineer

Starting price
50per user /
per month
Pros and Cons based on 5,800 verified reviews

Comprehensive sales management

Effective customer relationship management

Enhanced team collaboration

Efficient task management

Seamless Microsoft integration

Slow performance speed

Disruptive software updates

Steep learning curve

High costs and complexity

See pros and cons details
ActiveCampaign logo
Reviews Sentiment
 
 
 
1-2(62)
3-4(790)
5(1,697)
Key Features
Sales Pipeline Management4.4
Lead Management4.5

User insights about the data import/export feature

Reviewers indicate that ActiveCampaign's data import/export tools are user-friendly and efficient for managing email lists and campaign data. They appreciate the seamless integration with other platforms and the ability to import/export data easily. However, some users find the field matching process tricky and the export options limited for customized reports.
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“The seamless integration enables effortless data transfer, facilitating efficient campaign management. This critical component ensures smooth synchronization between platforms, making ActiveCampaign a top choice for businesses seeking comprehensive and hassle-free email marketing solutions.”
TR

Tarunika R.

Technology Consultant

“Easy to import data but limited ability to make a customized report to export the exact data you want. Many times you have to export the canned data and then manipulate it further to get what you really want”
Verified reviewer profile picture

Karrie B.

Fractional COO

Starting price
15flat rate /
per month
Pros and Cons based on 2,549 verified reviews
Verified reviewer profile picture

Effective sales funnel creation

Supports business growth

Robust automation features

Efficient client management

Comprehensive lead management

Frequent performance issues

User experience problems

Limited landing page options

Complex navigation and switching

High costs and complexity

See pros and cons details
Mailchimp logo
Reviews Sentiment
 
 
 
1-2(275)
3-4(6,975)
5(10,269)
Key Features
Sales Pipeline Management4.1
Lead Management4.1

User insights about the data import/export feature

Users report that Mailchimp's data import/export capabilities are easy to use and essential for managing email lists. They appreciate the ability to import contacts from various sources, including CSV files and other CRMs, and export data for analysis. However, some reviewers mention difficulties with multiple Excel files and inconsistent columns.
Verified reviewer profile picture

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“This feature is important for use with various data collection modes. So if you collect data through an online application such as Google Forms or Zoho Forms you can then import that information through CSV without having to type out each entry. ”
Verified reviewer profile picture

Abigail K.

Consultant

“The ability to import and export lists and other data is vital. Lists can be used on other platforms for your business, so exporting lists is an important function. The ability to import lists is also important in the case where yo dont have the ability to integrate mailchimp with that platform that is collecting this data.”
RH

Rosie H.

Lead Marketing

Starting price
13flat rate /
per month
Pros and Cons based on 17,519 verified reviews
Verified reviewer profile picture

Efficient client communication

Comprehensive email marketing

Streamlined newsletter creation

Effective email blasting

Support for small business growth

Issues with spam filtering

Restrictive usage limits

Challenges with issue management

Expensive for small businesses

Limited design customization

See pros and cons details

Other Top Rated Sales Tracking Software with Data Import/Export in 2026

HubSpot Sales Hub logo

HubSpot Sales Hub

Freemium email productivity & tracking for sales teams

visit website
HubSpot Sales is a suite of inbox-based email tracking & productivity tools with which sales teams can build, automate, and accelerate their sales processes

Read more about HubSpot Sales Hub

Users also considered
NextAgency logo

NextAgency

Agency management software for life & health agencies.

visit website
NextAgency saves life and health agencies time, money, and clients with an agency management system featuring CRM, marketing and commission tracking tools. Easy to use and no long-term contract is required. Supports individuals and groups.

Read more about NextAgency

Users also considered
Bigin by Zoho CRM logo

Bigin by Zoho CRM

Category Leaders

Pipeline-centric CRM system for small businesses

visit website
From lead generation to closing deals, track and manage sales effectively with Bigin!
​With multiple pipeline management, deal tracking, automated workflows, insightful analytics, and seamless integrations, optimize your sales processes and achieve improved sales performance and efficiency.

Read more about Bigin by Zoho CRM

Users also considered
Salesforce Sales Cloud logo

Salesforce Sales Cloud

Cloud-based CRM and sales automation software

visit website
Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

Read more about Salesforce Sales Cloud

Users also considered
Mailchimp logo

Email and advertising marketing automation platform

Mailchimp is a marketing automation platform that allows users to create, send & analyze email & ad campaigns, with email templates, landing pages, and a mobile app

Read more about Mailchimp

Users also considered
monday.com logo

Project management software

monday.com is a cloud-based Work OS, where teams create workflow apps in minutes to run their processes, projects, and everyday work. Teams shape workflows and projects, code-free, with a platform that adapts to shifting needs, liberates teams from manual grunt work, and connects teams in a collaborative work space.

Read more about monday.com

Users also considered
ClickUp logo

Productivity platform for marketing agencies

ClickUp is a productivity platform that helps businesses combine project management tools, AI capabilities, and collaboration features in a unified workspace. The system can integrate tasks, documents, goals, and chat functionality while offering AI-based agents that automate workflows and answer questions. ClickUp serves teams across various departments with enterprise-grade security certifications including SOC 2 Type II, ISO 27001, GDPR, and HIPAA compliance.

Read more about ClickUp

Users also considered
HubSpot CRM logo

CRM and lead management solution

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Read more about HubSpot CRM

Users also considered
Brevo logo
Category Leaders

Automation, marketing & transactional email, and SMS service

Brevo is a CRM and email marketing solution that helps businesses run multi-channel marketing campaigns across email, WhatsApp, SMS, web push, and Facebook ads. Teams can trigger transactional emails, SMS, and WhatsApp notifications over Brevo SMTP and APIs.

Read more about Brevo

Users also considered
Zoho CRM logo

Customer relationship management solution

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

Read more about Zoho CRM

Users also considered
Dynamics 365 logo

ERP and CRM applications from Microsoft

Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools.

Read more about Dynamics 365

Users also considered
Zendesk Suite logo

Service-first CRM company that builds support & sales tools

Zendesk's fully customizable help desk solution makes things easy on your customers, sets your teams up for success, and keeps your business in sync. Reach customers on any channel and equip your agents with a full history of all interactions, including those tracked from various app integrations.

Read more about Zendesk Suite

Users also considered
Pipedrive logo

Cloud-based CRM solution for salespeople

Pipedrive is a web-based sales CRM solution that helps sales teams of all sizes and industries close more deals. Pipedrive lets salespeople, business owners and everyone in between focus on selling with its customizable sales pipelines, real-time insights and AI-based features.

Read more about Pipedrive

Users also considered
ActiveCampaign logo

AI-first marketing platform

ActiveCampaign is the AI-first marketing platform built to transform how marketers, agencies, and entrepreneurs work. Use Active Intelligence to power goal-aware automations and orchestrate personalized experiences across email, SMS, and WhatsApp.

Read more about ActiveCampaign

Users also considered
Clio logo

Cloud-based legal practice management tool for law firms.

Clio is a comprehensive legal practice management software that helps law firms streamline their operations. The platform offers case management, client intake, document automation, and legal accounting features, all integrated into one system. With built-in AI capabilities through Clio Duo, legal professionals can efficiently summarize documents and access matter details while maintaining client communication through a dedicated portal.

Read more about Clio

Users also considered
Nimble logo

Contact management & social relationship solution

Designed for SMBs, Nimble connects all contacts, calendars, communications & social interactions on one platform for streamlined communication & lead nurturing. It is a CRM tool for Office 365 and G-Suite that builds contact management solutions for teams and individuals. It does all the work by integrating with productivity apps such as inboxes and calendars, delivers a streamlined user experience, and was built to help business teams close more deals, faster.

Read more about Nimble

Users also considered
PandaDoc logo

Cloud-based tool for creating, editing and signing documents

PandaDoc is a cloud-based document management solution that streamlines the creation, approval, tracking, and electronic signing of business documents. The platform offers document generation capabilities that allow users to create custom agreements and proposals using a drag-and-drop editor and pre-built templates. Its Configure Price Quote (CPQ) feature enables the generation of error-free, personalized quotes tailored to each buyer's needs.

Read more about PandaDoc

Users also considered
EngageBay CRM logo
Category Leaders

Integrated sales & marketing software for growing teams

AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster.

Read more about EngageBay CRM

Users also considered
Less Annoying CRM logo
Category Leaders

For small businesses outgrowing spreadsheets.

Less Annoying CRM is for small businesses outgrowing spreadsheets. Get the reminders and organization you need, without the CRM complexity. Simple contacts, tasks, and lead tracking. $15/user/month after your free 30-day trial.

Read more about Less Annoying CRM

Users also considered
Google Contacts logo

Online address book

Google Contacts is an online address book, integrated with Gmail, Calendar, Drive, and other Google products. It can sync your contacts to all your devices. It is a way to store and organize contact information about the people you communicate with.

Read more about Google Contacts

Users also considered
HoneyBook logo

Client management for freelancers & SMBs

HoneyBook is a client management tool designed for small business owners and freelancers to help manage and process payments, bookings, contracts, and more and aid collaboration and communication.

Read more about HoneyBook

Users also considered
Kylas Sales CRM logo
Category Leaders

#TheBetterCRM

Kylas allows businesses minimize manual errors and automate their sales processes. By automating sales tasks, salespeople can easily track the progress of their leads in the pipeline and determine the level of attention each lead requires.

Read more about Kylas Sales CRM

Users also considered
SendPulse logo

Email, web push, SMS, chatbots, CRM on one platform

SendPulse is an all-in-one marketing and sales automation platform for marketers, business owners, industry experts, and eLearning businesses. Our ecosystem includes 10+ audience engagement, communication, and lead generation services and offers an extensive free plan.

Read more about SendPulse

Users also considered
NetSuite logo

AI-powered cloud-based business management suite

NetSuite is an AI-powered cloud-based business management suite. It helps organizations streamline their operations and gain real-time insights into their performance. The suite caters to a range of industries such as manufacturing, retail, and professional services.

Read more about NetSuite

Users also considered
eWay-CRM logo

Customer relationship management solution

eWay-CRM is a CRM plugin for Microsoft Outlook that helps companies manage customers, contacts, sales, projects and marketing. It contains apps for iOS and Android so that people can work on the go. There is also a web interface for those who prefer working from home or on Mac.

Read more about eWay-CRM

Users also considered

Key features for Sales Tracking software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Sales Pipeline Management: Reviewers highlight the ability to visualize, track, and manage deals at different stages, allowing for accurate forecasting and efficient sales processes. 94% of reviewers rated this feature as important or highly important.
  • Lead Management: Users emphasize the importance of capturing, prioritizing, and nurturing leads effectively, which improves conversion rates and streamlines sales workflows. 92% of reviewers rated this feature as important or highly important.
  • Reporting/Analytics: Users value the customizable reports and dashboards for monitoring performance, tracking key metrics, and making data-driven decisions. 90% of reviewers rated this feature as important or highly important.
  • Search/Filter: Reviewers appreciate the robust search and filter capabilities that enhance data accessibility, streamline navigation, and support efficient information retrieval. 89% of reviewers rated this feature as important or highly important.
  • Interaction Tracking: Users benefit from detailed recording and tracking of customer interactions, including calls, emails, and meetings, ensuring comprehensive communication history. 89% of reviewers rated this feature as important or highly important.