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Top Rated Sales Tracking Software with Task Management in 2026

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

Last updated: April 2026

Task management in sales tracking software ensures timely completion of tasks by setting reminders, prioritizing deadlines, and assigning tasks to team members. It helps keep teams organized, enhances collaboration, and improves overall efficiency. Our reviewers in sales tracking software rated this feature as important.

6 Best Sales Tracking Software with Task Management

Product
User rating
Starting price
HoneyBook logo
4.7
(678)
36
flat rate/per month
Zoho CRM logo
4.3
(6.9K)
14
per user/per month
Salesforce Sales Cloud logo
4.4
(18.7K)
25
per user/per month
HubSpot CRM logo
4.5
(4.4K)
20
per user/per month
Dynamics 365 logo
4.4
(5.8K)
50
per user/per month
monday.com logo
4.6
(5.7K)
9
per user/per month

See other top Sales Tracking products with task management

How we picked the 6 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 task management, 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 task management, 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 6 best products

HoneyBook logo
Reviews Sentiment
 
 
 
1-2(17)
3-4(98)
5(563)
Key Features
Sales Pipeline Management4.6
Lead Management4.7

User insights about the task management feature

Users report that HoneyBook's task management features help keep projects organized and on track. They appreciate the ability to see multiple projects at a glance and customize steps in their workflows. However, some users find the task management basic and wish for more advanced features like email reminders and better integration with other tools.
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“Task management used to be my Achilles' heel when it came to running my small business. HoneyBook's pipeline system has changed that dramatically. I can customize key steps in my lead chasing, event planning, and follow-up processes, and for someone with ADHD that is a game changer!”
CD

Cameron D.

Owner/Operator

“I can see where multiple projects are at a glance, and make sure that they're always moving through the process. It keeps me from losing track. ”
Verified reviewer profile picture

Richard G.

Photographer

Starting price
36flat rate /
per month
Pros and Cons based on 678 verified reviews
Verified reviewer profile picture

Comprehensive CRM capabilities

Effective project tracking

Inefficient email management

See pros and cons details
Zoho CRM logo
Reviews Sentiment
 
 
 
1-2(252)
3-4(3,152)
5(3,560)
Key Features
Sales Pipeline Management4.4
Lead Management4.4

User insights about the task management feature

Reviewers highlight Zoho CRM's task management as essential for streamlining workflows and improving productivity. They appreciate its customization options, integration with other Zoho products, and the ability to create, assign, and track tasks. Users find it helpful for prioritizing tasks, setting reminders, and ensuring accountability within teams.
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“task management in Zoho CRM plays a pivotal role in optimizing workflow, enhancing customer interactions, and driving sales and support effectiveness. It keeps your team organized, accountable, and focused on tasks that contribute to customer satisfaction and business growth.”
Verified reviewer profile picture

Mohammed M.

Assistant manager

“Task Management allows us to organize our tasks into lists, projects, and milestones. This helps to keep track of what needs to be done, when it needs to be done, and who is responsible for doing it.”
Verified reviewer profile picture

Mane G.

Administrative Assistant

Starting price
14per user /
per month
Pros and Cons based on 6,964 verified reviews
Verified reviewer profile picture
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
Salesforce Sales Cloud logo
Reviews Sentiment
 
 
 
1-2(430)
3-4(7,985)
5(10,350)
Key Features
Sales Pipeline Management4.5
Lead Management4.4

User insights about the task management feature

Reviewers find Salesforce Sales Cloud's task management highly useful for staying organized and on top of responsibilities. They appreciate features like custom list views, reminders, and the ability to track tasks through various stages. Users mention its robust interface and integration with other tools, though some note occasional bugs and a need for better navigation.
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“Efficient task management in Salesforce Sales Cloud boosts productivity, streamlines workflows, and ensures timely follow-ups with leads and clients. It keeps sales teams organized and focused, leading to better sales outcomes!”
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Noer I.

UI UX Designer

“Task Management is critical for me to stay on top of all my responsibilities. It helps me assign tasks, set deadlines, and ensure nothing slips through the cracks in our daily operations. ”
SS

Sujal S.

Organizer

Starting price
25per user /
per month
Pros and Cons based on 18,765 verified reviews
Verified reviewer profile picture

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
HubSpot CRM logo
Reviews Sentiment
 
 
 
1-2(85)
3-4(1,629)
5(2,737)
Key Features
Sales Pipeline Management4.5
Lead Management4.5

User insights about the task management feature

Users appreciate HubSpot CRM's task management for its ease of use and efficiency in creating and assigning tasks. They highlight the built-in reminders, task prioritization, and integration with other tools. However, some users feel that other dedicated task management systems offer more advanced features and better integration.

See related user reviews

“I like how Task Management in HubSpot CRM allows for easy creation and assignment of tasks, helping to keep teams organized. The built-in reminders and task prioritization features ensure that nothing falls through the cracks”
AV

Aaryaman V.

Sales Planner

“It gives great options to make tasks based on what you just did. If you added a call log, it will suggest adding a task to follow up with the client in 2 days.”
RS

Ryan S.

Director

Starting price
20per user /
per month
Pros and Cons based on 4,451 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(127)
3-4(2,644)
5(3,038)
Key Features
Sales Pipeline Management4.4
Lead Management4.4

User insights about the task management feature

Reviewers indicate that Dynamics 365's task management is crucial for improving organization, productivity, and collaboration. They find it easy to create, assign, and track tasks, with features like due dates, priorities, and file attachments. Users appreciate its integration with Outlook and customizable workflows, though some note it is not heavily used in all scenarios.

See related user reviews

“ I appreciate how Task Management in Dynamics 365 streamlines task assignment, tracking, and collaboration, facilitating better organization and productivity for teams across various projects and workflows.”
MS

Mostakim S.

OWNER

“Task Management empowers Dynamics 365, enhancing collaboration and productivity. Streamlined workflows, real-time updates, and user-friendly interface make it an essential tool for seamless task handling.”
tj

tiffany j.

Financial

Starting price
50per user /
per month
Pros and Cons based on 5,809 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
monday.com logo
Reviews Sentiment
 
 
 
1-2(71)
3-4(1,936)
5(3,713)
Key Features
Sales Pipeline Management4.5
Lead Management4.1

User insights about the task management feature

Reviewers appreciate monday.com's task management capabilities, highlighting its user-friendly interface, customizable boards, and automation features. They say it simplifies task assignment, tracking, and prioritization, integrating well with tools like Slack. Users find it valuable for managing team tasks, monitoring progress, and ensuring accountability. However, some mention limitations in handling complex dependencies and recurring tasks.
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“I love that monday.com allows me to manage a task with my team; I can easily integrate it with Gmail/slack to make reminders with a user or channel, and it makes it super easy to complete team tasks; I also enjoy that I can see each progress made by a member. ”
NR

Noxolo R.

Student

“With the Monday task management feature, I can easily assign tasks to various team members. The date and time feature also makes it easy to outline the task timelines in order to easy hold team members accountable.”
Verified reviewer profile picture

Norbert D.

Product Manager

Starting price
9per user /
per month
Pros and Cons based on 5,720 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

Other Top Rated Sales Tracking Software with Task Management in 2026

Salesforce Sales Cloud logo

Cloud-based CRM and sales automation software

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
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
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
Zendesk Suite logo

AI powered customer service across all channels

Zendesk offers an AI-powered service platform that unifies conversations from multiple channels. It features AI agents for resolving inquiries, ticketing for support requests, and analytics for tracking service quality. Its Resolution Learning Loop technology enhances automation by integrating AI, human agents, and knowledge resources on one platform.

Read more about Zendesk Suite

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
Bigin by Zoho CRM logo
Category Leaders

Pipeline-centric CRM system for small businesses

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
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
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
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
Meritto logo

Purpose-built to grow your enrollments

From higher education institutions and K-12 schools to EdTech platforms, online degree programmes, study abroad consultants, coaching centres, and vocational training institutes, Meritto caters all.

Read more about Meritto

Users also considered
PracticePanther Legal Software logo

Cloud-based law practice management platform for law firms.

PracticePanther is the highest-rated, easiest-to-use, all-in-one law practice management software on the market. Trusted by tens of thousands of solo, small, and mid-sized law firms across 170+ countries, to automate and streamline firm operations on any device, anywhere.

Read more about PracticePanther Legal Software

Users also considered
Odoo logo

All-in-one open-source business software

Odoo is an all-in-one, open-source business platform covering CRM, Sales, Accounting, Inventory, Manufacturing, and Projects. It’s fully integrated, customizable, and scalable for companies of any size or budget.

Read more about Odoo

Users also considered
Flowlu logo
Category Leaders

Work automation and team collaboration in one platform.

Flowlu’s sales tracking provides real-time insights into your sales pipeline, lead progress, and revenue forecasts. Track interactions, automate follow-ups, and manage deals efficiently to close more sales and drive business growth.

Read more about Flowlu

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 appreciate the ability to track and manage sales processes, customize pipeline stages, and visualize deal progress, improving forecasting and decision-making. 94% of reviewers rated this feature as important or highly important.
  • Lead Management: Users value the feature for capturing, nurturing, and prioritizing leads, enhancing conversion rates, and streamlining the sales process with automation and detailed tracking. 92% of reviewers rated this feature as important or highly important.
  • Reporting/Analytics: Reviewers highlight the importance of customizable reports and dashboards for tracking performance, making data-driven decisions, and improving sales strategies. 90% of reviewers rated this feature as important or highly important.
  • Search/Filter: Users find the search and filter functions essential for quickly locating specific records, improving data management, and enhancing productivity. 89% of reviewers rated this feature as important or highly important.
  • Interaction Tracking: Users appreciate the detailed recording of customer interactions, which helps maintain an up-to-date history, improving follow-ups and customer management. 89% of reviewers rated this feature as important or highly important.
  • Data Import/Export: Reviewers emphasize the ease of importing and exporting data, facilitating data migration, backup, integration, and overall data management. 85% of reviewers rated this feature as important or highly important.